1 / 58

Getting Started with New Onboarding Experience

Learn how to set up and use the new onboarding functionality in Oracle HCM Cloud, including task management, role-based access, and flexible checklists.

mreyes
Télécharger la présentation

Getting Started with New Onboarding Experience

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Confidential – Oracle Internal/Restricted/Highly Restricted

  2. HCM Cloud: Getting Started with the New Onboarding Experience TRN 6459 Amy KustHCM Cloud Delivery LeadOracle UniversityOctober 22, 2018 Confidential – Oracle Internal/Restricted/Highly Restricted

  3. Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, timing, and pricing of any features or functionality described for Oracle’s products may change and remains at the sole discretion of Oracle Corporation. Confidential – Oracle Internal/Restricted/Highly Restricted

  4. Program Agenda Oracle HCM Onboarding Overview Onboarding Setup Using Onboarding Checklists Onboarding Additional Resources 1 2 3 4 Confidential – Oracle Internal/Restricted/Highly Restricted

  5. Program Agenda with Highlight Oracle HCM Onboarding Overview Onboarding Setup Using Onboarding Checklists Onboarding Additional Resources 1 2 3 4 Confidential – Oracle Internal/Restricted/Highly Restricted

  6. Oracle HCM Cloud Onboarding Overview • Onboarding functionality is part of HCM Cloud: Global Human Resources (Core HR) • Onboarding uses (existing) HCM Checklists • HCM Checklists have been available since V1 • HCM Checklists enhanced in 18A, 18B 18C to support Onboarding functionality • Pending worker required for Preboarding • Oracle Recruiting Cloud fully integrated • Entire HCM Cloud fully integrated Confidential – Oracle Internal/Restricted/Highly Restricted

  7. Oracle HCM Cloud Onboarding Overview • Onboarding Module is available at Employee, Manager, HR Representative levels to perform respective task • Based on the Task configuration it could be performed by Employee, Manager, HR Rep, Union Rep, Payroll Rep. • Task could be a manual, Accessing External Site, Video, Configurable Form or Page with in HCM Application. • Tasks can be scheduled before or after Hire date based on need. • We can Send reminder to both performer and owner of task. Confidential – Oracle Internal/Restricted/Highly Restricted

  8. Oracle HCM Cloud Onboarding Overview Role-Based access to Onboarding • Employee gets friendly communication and easy access to prioritized tasks before their first day • Managers keep track of tasks they have to perform for all their new hires • Managers can assist new hires in their tasks and remind them tasks to do • HR Professional keep tracks of all onboarding process and can easily adjust mandatory steps Confidential – Oracle Internal/Restricted/Highly Restricted

  9. Oracle HCM Cloud Onboarding Overview Flexible tasks with due dates and dependencies • All kind of tasks: manual, online or in HCM Cloud • Prioritized by role, period and due date Confidential – Oracle Internal/Restricted/Highly Restricted

  10. Oracle HCM Cloud Onboarding Overview Comprehensive and flexible centralized checklists • Checklists by period, department, countries • Role-based access to checklists and associated tasks Confidential – Oracle Internal/Restricted/Highly Restricted

  11. My Team Page Onboarding Overview Manager Onboarding • Manager access: • My Team-> Onboarding • My Task tab lists pending tasks for the manager • Employees tab • Lists task status for employees • Provides detailed access to each employee tasks • For each employee, manager can • Check completed and Over Due Tasks • Send a reminder for the over due task. • Add new tasks to be completed. My Task For Manager Employee Detail View Confidential – Oracle Internal/Restricted/Highly Restricted

  12. Onboarding Overview Pre Hire Task details Employee Onboarding • Employee access: Me > Onboarding • Specific message at every step:pre-hire, day 1, month 1 • Tasks triggered to and from the hire date • Tasks are controlled by eligibility profiles • Different type of Task can be performed:Video, External URL, Configurable Form, Application Direct Access, Manual Task • Notification can be sent to Employee & Owner of when the task is assigned and/or completed. Post hire task Details Confidential – Oracle Internal/Restricted/Highly Restricted

  13. Onboarding Overview Employee Onboarding - Messaging Employee Pre-Hire Message Employee post-Hire Message Confidential – Oracle Internal/Restricted/Highly Restricted

  14. Program Agenda with Highlight Oracle HCM Onboarding Overview Onboarding Setup Using Onboarding Checklists Onboarding Additional Resources 1 2 3 4 Confidential – Oracle Internal/Restricted/Highly Restricted

  15. Enterprise Onboarding Checklist: Setup List • Access: Setup and Maintenance (Search Tasks) >Manage Checklist Template task. • Pre-req: Create Enterprise Onboarding Step Checklist(s) with detailed tasks. • Pre-req: If including custom configurable forms tasks for onboarding, create forms using Onboarding Checklist Descriptive Flexfield task. • Create master Enterprise Onboarding Checklist. • Create tasks within the Enterprise Onboarding Checklist designating the Enterprise Onboarding Step checklists previously created and/or other tasks. • Include a sequence number for each task. • Add a message to the checklist; any contacts for questions during onboarding process; and complete dashboard content (Notes and News/Announcements). • Administrator or HR Specialist sets up and activates checklist templates - Access from: HR Administrators set up a task library as a repository of tasks. • Define a master checklist to link steps in the onboarding process. • Add optional or required tasks to each step. Tasks can be dependent on other tasks.

  16. Onboarding Setup Example Enterprise Onboarding Checklist Tasks (Enterprise Onboarding Step Checklist) Detailed Tasks • Complete confidentiality agreement • Provide identity proofs • Watch welcome video Step 1: Prior to your first day • Request access badge • Attend orientation • Review campus map Step 2: First day activities • Complete mandatory learning • Define goals • Review new employee handbook Step 3: First month activities

  17. Onboarding Setup Functional Setup Manager • All setup tasks completed in the Setup and Maintenance Work Area • Setup Area: Workforce Deployment • Functional Area: Workforce Information Confidential – Oracle Internal/Restricted/Highly Restricted

  18. Onboarding Setup Manage Checklist Templates • Most configuration activity occurs in the Manage Checklist Template task within Setup and Maintenancework area. Confidential – Oracle Internal/Restricted/Highly Restricted

  19. Onboarding Setup Checklist Types • There are two main types of checklists 1) Standard and 2) Enterprise Onboarding. • Standard Checklists • Generic for any process with a series of tasks • Use “Manage Allocated Checklists” task • Options include onboarding and offboarding • Enterprise Onboarding Checklists • Used for new hire onboarding processes • Use the “Onboarding” work area • Additional features for Enterprise Onboarding included. Confidential – Oracle Internal/Restricted/Highly Restricted

  20. Onboarding Setup Master Checklist Master Checklist Overview • Collection of sub-checklist • Category = Enterprise Onboarding • Triggered by One Single event • Hire • Add Pending Worker • Accept Job Offer • Content • sub-checklists as tasks • Notes and Announcementin its Dashboard section Confidential – Oracle Internal/Restricted/Highly Restricted

  21. Onboarding Setup Master Checklist - General Page Confidential – Oracle Internal/Restricted/Highly Restricted

  22. Onboarding Setup Checklist Key Components • Validity Period –Specify the validity period during which the checklist template is available for allocation. • Checklist Category – Select a category depending on whether you want to create a standard checklist or an enterprise onboarding checklist. • Actions – Actions track changes in personal circumstances, for example, new hire, transfer, or termination. • Eligibility Profile – Link an eligibility profile at the checklist template level or at the task level to determine to whom the template is applicable. • Assignment and Completion Date – Set dates to checklist assignment and completion • Tasks – Tasks are activities in the checklist and maybe required or optional.

  23. Onboarding Setup Master Checklist - Tasks Confidential – Oracle Internal/Restricted/Highly Restricted

  24. Onboarding Setup Master Checklist - Configure Tasks Confidential – Oracle Internal/Restricted/Highly Restricted

  25. Onboarding Setup Master Checklist - Message Confidential – Oracle Internal/Restricted/Highly Restricted

  26. Onboarding Setup Master Checklist - Dashboard Confidential – Oracle Internal/Restricted/Highly Restricted

  27. Onboarding Setup Sub Checklist Sub-Checklists Overview • Collection of tasks • Triggered by 1 event • Master checklist event if blank • Specific event for sub-checklist • On Event day + Days of Initiations parameter.Example: pre-hire checklists • Day of initiations = -7 or =>Triggered on hire date -7 • Content • List of activities as tasks • Welcome message for that phase of Onboarding. Confidential – Oracle Internal/Restricted/Highly Restricted

  28. Onboarding Setup Step Checklist - General Page Confidential – Oracle Internal/Restricted/Highly Restricted

  29. Onboarding Setup Step Checklist - General Page, Assignment Date • Triggered by Assignment or Allocation Date • Master checklist event if blank • Specific event for sub-checklist • On Event day + Days of Initiations parameter.Example: pre-hire checklists • Day of initiations = -7. • =>Triggered on hire date -7 days. Confidential – Oracle Internal/Restricted/Highly Restricted

  30. Onboarding Setup Step Checklist - Tasks • The specific tasks contain within the Step Checklist • Order of tasks • Mandatory • Performer and Owner Confidential – Oracle Internal/Restricted/Highly Restricted

  31. Onboarding Setup Task Definition Tasks Overview • Activity assigned to a performer(employee , line manager, user or Area of Responsibility • Key attributes • Mandatory • To be completed for closing the checklist • Appears in Tasks to finish (vs Fun Stuff) • Target Duration: Delay before it is over due. • Performer: Who is doing the task • Owner: Who is responsible for closing the task • Action Type: Type of tasks(Manual, Video, Application Task, Configurable Form, External URL) Confidential – Oracle Internal/Restricted/Highly Restricted

  32. Onboarding Setup Task Notifications and Notes Task Definition • Triggered at different stages of task(When assigned, Completed, Unassigned or updated) • Sent to different players at different stages • Regular reminders (predefined number of times) • Notes is a task description/help available to the performer Confidential – Oracle Internal/Restricted/Highly Restricted

  33. Onboarding Setup Tasks Performers and Owners • Task Performer – the person who carries out the task. Options include: • Worker • Line Manager: the worker’s line manager • Initiator: the person who initiates the transaction, such as the action itself or the manual checklist allocation • User: a specific person • Area of Responsibility: persons with the selected responsibility are automatically assigned to the task • Task Owner – the person responsible for ensuring task completion • Managers/HR can manage tasks themselves or assign alternative owners to the tasks. able Form* Confidential – Oracle Internal/Restricted/Highly Restricted

  34. Onboarding Setup Tasks Types • External URL • Manual Task • Application Task • Configurable Form* • Document • Video • * Requires additional setup using the Manage Checklist Descriptive Flexfields task. Confidential – Oracle Internal/Restricted/Highly Restricted

  35. Onboarding Setup Task – Application Task Available Application Tasks in 18B • Link to an HCM Cloud tasks to complete the assigned task Confidential – Oracle Internal/Restricted/Highly Restricted

  36. Onboarding Setup Task – Configurable Form • Requires additional setup using the Manage Checklist Descriptive Flexfields task. • Configure PER_PERSON_ALLOCATED)TASKS_DFF • Configure different forms by creating Context Segments • Configure specific fields for each Context Segment using Context Sensitive Segments Confidential – Oracle Internal/Restricted/Highly Restricted

  37. Onboarding Setup Task – Document • Documents stored on a shared drive, or vendor site • Examples: • Employee Handbook • Benefits Handbook • Union Handbook Confidential – Oracle Internal/Restricted/Highly Restricted

  38. Onboarding Setup Task – External URL • Links to sites external to HCM Cloud. • Examples include: • Links to items on the company intranet page • Links to other systems – expenses, finance, etc Confidential – Oracle Internal/Restricted/Highly Restricted

  39. Onboarding Setup Task – Manual Task • Create task that employee, manager or administrator needs to complete that does not require accessing another system or page within HCM Cloud. • Examples: • Order equipment • Send personal communications • Schedule a welcome lunch Confidential – Oracle Internal/Restricted/Highly Restricted

  40. Onboarding Setup Task – Video • Link to stand alone video • Link to a Oracle Learning Cloud video Confidential – Oracle Internal/Restricted/Highly Restricted

  41. Program Agenda with Highlight Oracle HCM Onboarding Overview Onboarding Setup Using Onboarding Checklists Onboarding Additional Resources 1 2 3 4 Confidential – Oracle Internal/Restricted/Highly Restricted

  42. Allocation: Sample of Automatically Allocated Checklist to a Worker

  43. Using Onboarding Scenario Before her first day, Amy receives a welcome email and system credential for Pre-boarding. Amy performs a couple of administrative tasks like completing her W4. She accesses information about her new city presented in the onboarding portal. • Amy confirms and complements her personal information. • She designs her public profile and review all information available • She consents to share personal information and watch a welcome video. • Matt monitor onboarding activities for her team and review tasks status for Sofia. • Preparing for Day One, Curtis change Sofia’s status from Pending Worker to Employee. • Amy gets familiar with work life application like Wellness and Volunteering. Confidential – Oracle Internal

  44. Using Onboarding – Pending Worker View Welcome Emails/Worklist Notifications Confidential – Oracle Internal/Restricted/Highly Restricted

  45. Using Onboarding – Pending Worker View Accessing HCM Cloud - Welcome page Confidential – Oracle Internal/Restricted/Highly Restricted

  46. Using Onboarding – Pending Worker View Onboarding Work Area – Before First Day Confidential – Oracle Internal/Restricted/Highly Restricted

  47. Using Onboarding – Pending Worker View Note Board and News and Announcements • The note board gives precious information the pending worker might need before their first day. • The News and Announcements section can contain videos that provide additional insight into the company culture. Confidential – Oracle Internal/Restricted/Highly Restricted

  48. Using Onboarding – Employee View Checklist First Day of Hire (example) • Task to Finish update for this Checklist Step Confidential – Oracle Internal/Restricted/Highly Restricted

  49. Using Onboarding – Employee View Required Learning • If using Learning Cloud, required learning can be assigned through automated learning assignments and initiatives. Confidential – Oracle Internal/Restricted/Highly Restricted

  50. Using Onboarding – Employee View Checklist First Month (example) • Tasks to Finish are updated for this Checklist Step. • Compliant Learning Example if using OLC Confidential – Oracle Internal/Restricted/Highly Restricted

More Related