This task requires creating a business unit in Oracle Global Human Resources Cloud for the technician group of a newly acquired company. The business unit must have aCodeofX Tech Business Unitand aDefault SetofCOMMON. Below is a verified, step-by-step solution based on Oracle’s official documentation, ensuring accuracy and compliance with the system’s functionality as of the latest releases
Step-by-Step Solution
Step 1: Log in to Oracle Fusion Applications
Action: Log in to Oracle Fusion Applications using a user account with privileges such asApplication Implementation ConsultantorHCM Application Administrator. These roles grant access to the Setup and Maintenance work area.
Explanation: TheSetup and Maintenancework area is the central hub for configuration tasks, including managing business units. The user must have permissions to access theWorkforce Structuresfunctional area and theManage Business Unittask. Roles likeApplication Implementation Consultantinclude the necessary privileges (e.g.,Manage Business Unitduty role).
Verification: Oracle documentation confirms that setup tasks require specific security roles, and theManage Business Unittask is restricted to authorized users.
[: Oracle Global Human Resources Cloud: Implementing Global Human Resources, Section: Security for Setup Tasks., Step 2: Navigate to Setup and Maintenance, Action:, From the Oracle Fusion Applications home page, click theNavigatoricon (hamburger menu) in the top-left corner., Under theToolssection, selectSetup and Maintenance., Explanation: TheSetup and Maintenancework area provides access to all implementation and configuration tasks, organized by functional areas. This is the entry point for accessing theManage Business Unittask., Verification: Oracle’s user interface consistently places Setup and Maintenance under the Navigator’s Tools section, as confirmed in both Redwood and responsive interfaces., Reference: Oracle Global Human Resources Cloud: Implementing Global Human Resources, Section: Setup and Maintenance Overview., Step 3: Select the Workforce Structures Functional Area and Locate the Task, Action:, In the Setup and Maintenance work area, click theFunctional Areadropdown and selectWorkforce Structures., In the task list, locateManage Business Unitby scrolling or using the search bar (type “Manage Business Unit”)., Click theGo to Taskicon (typically a play button or arrow) next toManage Business Unitto open the task., Explanation: TheWorkforce Structuresfunctional area includes tasks related to organizations, including business units. TheManage Business Unittask is designed to create and manage business units, which enforce business rules and policies. Using the search bar ensures quick access if the task list is extensive., Verification: Oracle documentation listsManage Business Unitunder Workforce Structures, accessible via the Setup and Maintenance UI in both Redwood and responsive interfaces., Reference: Oracle Global Human Resources Cloud: Using Global Human Resources, Section: Manage Business Unit., Step 4: Initiate Creation of a New Business Unit, Action:, On theManage Business Unitpage, click theCreatebutton (typically a plus sign (+) or labeled “Create” in the Redwood interface)., This opens theCreate Business Unitpage for entering the business unit details., Explanation: TheManage Business Unitpage displays a searchable list of existing business units. TheCreateaction starts the process of adding a new business unit, opening a form where the code, name, and default set can be specified., Verification: Oracle’s UI for managing business units includes aCreatebutton, as confirmed in documentation and Redwood interface updates (24C and later)., Reference: Oracle Global Human Resources Cloud: Implementing Global Human Resources, Section: Creating Business Units., Step 5: Enter the Business Unit Details, Action: On theCreate Business Unitpage, enter the following details as provided in the scenario:, Name: EnterX Tech Business Unit., Code: EnterX Tech Business Unit., Default Set: Search for and selectCOMMON., Click theSearchicon (magnifying glass) in the Default Set field., EnterCOMMONin the search criteria and clickSearch., SelectCOMMONand clickOK., Status: EnsureActiveis selected (default setting)., Effective Start Date: Enter04/15/2025(current date, unless a specific date is required for the technician group)., Description(optional): Enter a description, e.g., “Business unit for X Cloud Vision technician group”., Country: SelectUnited States(based on the company’s location in Michigan, as per prior tasks)., Explanation:, Name and Code: In Oracle HCM Cloud, theNameandCodefor a business unit are often the same for clarity, and the scenario specifiesX Tech Business Unitfor the code, which is used as the name as well. The code is a unique identifier in the system., Default Set: TheCOMMONset is a predefined reference data set used to share jobs, departments, locations, and grades across multiple business units. SelectingCOMMONensures the technician group’s workforce structures are accessible broadly unless restricted later., Status:Activeensures the business unit is immediately usable for transactions and policies., Effective Start Date: Oracle uses effective dating for business units to track validity. The current date (04/15/2025) is appropriate unless otherwise specified., Description: While optional, a description aids in identifying the business unit’s purpose, especially for the technician group., Country:United Statesaligns with the company’s Michigan location, ensuring compliance with regional settings., Verification: Oracle documentation specifies mandatory fields (Name,Code,Default Set,Country) and optional fields (Description) for business unit creation. TheCOMMONset is a standard option, and the details align with US-based configurations., Reference: Oracle Global Human Resources Cloud: Using Global Human Resources, Section: Business Unit Fields., Step 6: Configure Additional Settings (if prompted), Action:, Reporting Establishment: If prompted, leave blank or select an existing establishment tied to the legal entity (e.g.,X Cloud Visionfrom Question 143), but this is not required by the scenario., Manager: If a manager field appears, leave blank, as no manager is specified., Payroll Statutory Unit: If prompted, leave blank, as the PSU is handled by the legal entity (X Cloud Vision) per Question 143., Explanation:, Reporting Establishment: Business units may link to establishments for reporting, but the scenario does not require this., Manager: Assigning a manager is optional and not specified here., Payroll Statutory Unit: The PSU is already set at the legal entity level, so no additional PSU configuration is needed for the business unit., Verification: Oracle documentation confirms that fields like Reporting Establishment are optional, and PSU settings are typically managed at the legal entity level., Reference: Oracle Global Human Resources Cloud: Implementing Global Human Resources, Section: Business Unit Configurations., Step 7: Save the Business Unit, Action:, After entering all details, clickSave and Close(orSaveif further edits are needed)., If prompted, confirm the creation of the business unit., Explanation: Saving creates the business unit in the system, making it available for enforcing business rules and policies for the technician group. TheSave and Closebutton finalizes the task, whileSaveallows additional configurations if needed. Oracle validates mandatory fields before saving., Verification: Oracle’s UI includesSaveandSave and Closeoptions for business unit creation, as confirmed in documentation for both responsive and Redwood interfaces., Reference: Oracle Global Human Resources Cloud: Implementing Global Human Resources, Section: Saving Business Units., Step 8: Verify the Business Unit Creation, Action:, Return to theManage Business Unitpage., In the search criteria, enterX Tech Business Unitand clickSearch., Confirm that the new business unit appears with the details:, Name: X Tech Business Unit, Code: X Tech Business Unit, Default Set: COMMON, Status: Active, Effective Start Date: 04/15/2025, Country: United States, Description (if entered): Business unit for X Cloud Vision technician group, Explanation: Verification ensures the business unit was created correctly and is ready to enforce rules for the technician group. Searching by name or code confirms the record’s accuracy and checks for errors in data entry., Verification: Oracle documentation emphasizes verifying setup tasks by searching created records, and theManage Business Unitpage supports detailed searches., Reference: Oracle Global Human Resources Cloud: Using Global Human Resources, Section: Searching Business Units., Step 9: Prepare for Business Rules and Policies (Optional), Action:, Note that theX Tech Business Unitcan now be used in tasks likeManage HCM Role Provisioning Rules,Manage Approval Policies, orManage Data Accessto define specific rules and policies for the technician group., For example, assign the business unit to specific departments or jobs in theManage DepartmentsorManage Jobstasks to align with the technician group’s scope., Explanation: The scenario mentions enforcing business rules and policies, which occurs after business unit creation in separate tasks. TheX Tech Business Unitis now available for these configurations, ensuring the technician group operates under tailored settings (e.g., approval workflows, data access). This step is optional, as the task focuses on creation, but it highlights the business unit’s purpose., Verification: Oracle documentation confirms that business units are used to scope rules and policies, and the created unit will appear in relevant setup tasks., Reference: Oracle Global Human Resources Cloud: Implementing Global Human Resources, Section: Using Business Units., , Detailed Explanation, Purpose of Business Units: Business units organize business functions (e.g., HR, payroll, approvals) and enforce rules and policies. TheX Tech Business Unitensures the technician group operates under specific settings, supporting the acquired company’s integration., Default Set (COMMON): TheCOMMONset allows the business unit to share jobs, departments, locations, and grades across the enterprise, reducing setup complexity unless isolation is needed (e.g., viaXTECHfrom Question 144). This aligns with broad accessibility for the technician group., Code and Name: TheCode(X Tech Business Unit) is a unique system identifier, and theNamematches for consistency, as is common in Oracle HCM configurations., Country Context:United Statesties the business unit to the company’s Michigan operations, ensuring compliance with regional settings., Redwood Interface: In the Redwood interface (24C and later), theManage Business Unitpage may feature enhanced UI elements (e.g., streamlined forms, inline validation), but the fields and steps remain consistent with the responsive interface., Effective Dating: The effective start date ensures the business unit is active, supporting future changes if the technician group’s scope evolves., , Key Considerations, Accuracy: TheCodeandName(X Tech Business Unit) andDefault Set(COMMON) must be entered exactly as specified to ensure system recognition and alignment with the scenario., Uniqueness: TheCodemust be unique. IfX Tech Business Unitexists, an error occurs, requiring a unique code., Default Set Availability: TheCOMMONset is a standard Oracle set. If not found, it indicates a configuration issue, asCOMMONis always available., Security: Only users with theManage Business Unitprivilege can perform this task. Role mismatches require administrative intervention., Policy Setup: The business unit is ready for rule enforcement, but additional tasks (e.g., approval policies) are needed to fully implement the scenario’s intent., , Potential Challenges and Solutions, Access Denied: If the user lacks theManage Business Unitprivilege, an error occurs.Solution: Assign theApplication Implementation Consultantrole viaSecurity Console., Duplicate Code: IfX Tech Business Unitalready exists, the system prevents saving.Solution: Search for the code first; if it exists, coordinate with the implementation team to resolve conflicts or use a different code., Redwood UI Variations: The Redwood interface may use different button labels (e.g.,Addinstead ofCreate) or layouts.Solution: Follow field prompts and ensureCodeandDefault Setare completed., COMMON Set Not Found: IfCOMMONis missing, it may indicate a corrupted setup.Solution: Verify set availability inManage Reference Data Setsor contact Oracle Support., Country Selection: IfUnited Statesis not selected, regional settings may misalign.Solution: ConfirmUnited Statesto match the Michigan context., , References, Oracle Global Human Resources Cloud: Implementing Global Human Resources, Document ID: docs.oracle.com, Published: 2023-12-12, Section: Manage Business Unit: “Steps to create business units, including code, name, and default set.”, Section: Business Units in Workforce Structures: “Explains how business units enforce rules and policies.”, Oracle Global Human Resources Cloud: Using Global Human Resources, Document ID: docs.oracle.com, Published: 2024-07-02, Section: Creating Business Units: “Details on configuring business units for organizational functions.”, Section: Reference Data Sets: “Use of COMMON set for shared data access.”, Oracle Fusion Cloud Human Resources 24C What’s New, Document ID: docs.oracle.com, Published: 2024-08-27, Section: Redwood Experience for Workforce Structures: “Improved UI for business unit management.”, Oracle Fusion Cloud Human Resources 25A What’s New, Document ID: docs.oracle.com, Published: 2025-03-20, Section: Workforce Structures: “Enhanced support for business unit configurations., , ]
