This task requires creating a reference data set in Oracle Global Human Resources Cloud to associate departments, jobs, locations, and grades for a newly acquired company’s technology group. The reference data set must have a Code of XTECH and a Set Name of X Tech. 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 as Application Implementation Consultant or HCM Application Administrator. These roles grant access to the Setup and Maintenance work area.
Explanation: The Setup and Maintenance work area is the central hub for configuration tasks, including managing reference data sets. The user must have permissions to access the Workforce Structures or Reference Data Sets functional area and the Manage Reference Data Sets task. Roles like Application Implementation Consultant include the necessary privileges (e.g., Manage Reference Data Set duty role).
Verification: Oracle documentation confirms that setup tasks require specific security roles, and the Manage Reference Data Sets task 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 the Navigator icon (hamburger menu) in the top-left corner., Under the Tools section, select Setup and Maintenance., Explanation: The Setup and Maintenance work area provides access to all implementation and configuration tasks, organized by functional areas. This is the entry point for accessing the Manage Reference Data Sets task., 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 Appropriate Functional Area and Locate the Task, Action: , In the Setup and Maintenance work area, click the Functional Area dropdown and select Workforce Structures. Alternatively, select Reference Data Sets if available, or use All Tasks to broaden the search., In the task list, locate Manage Reference Data Sets by scrolling or using the search bar (type “Manage Reference Data Sets”)., Click the Go to Task icon (typically a play button or arrow) next to Manage Reference Data Sets to open the task., Explanation: The Manage Reference Data Sets task is typically found under the Workforce Structures or Reference Data Sets functional area, as it relates to configuring data sets for jobs, departments, locations, and grades. Using the search bar ensures quick access if the task list is extensive., Verification: Oracle documentation lists Manage Reference Data Sets under Workforce Structures or as a standalone task in Setup and Maintenance, accessible in both Redwood and responsive interfaces., Reference: Oracle Global Human Resources Cloud: Using Global Human Resources, Section: Manage Reference Data Sets., Step 4: Initiate Creation of a New Reference Data Set, Action: , On the Manage Reference Data Sets page, click the Create button (typically a plus sign (+) or labeled “Create” in the Redwood interface)., This opens the Create Reference Data Set page for entering the set details., Explanation: The Manage Reference Data Sets page displays a searchable list of existing data sets. The Create action starts the process of adding a new reference data set, opening a form where the code and name can be specified., Verification: Oracle’s UI for managing reference data sets includes a Create button, as confirmed in documentation and Redwood interface updates (24C and later)., Reference: Oracle Global Human Resources Cloud: Implementing Global Human Resources, Section: Creating Reference Data Sets., Step 5: Enter the Reference Data Set Details, Action: On the Create Reference Data Set page, enter the following details as provided in the scenario: , Set Code: Enter XTECH., Set Name: Enter X Tech., Description (optional): Enter a description, e.g., “Reference data set for X Cloud Vision technology group”., Module: Select HCM Common or Workforce Structures (if prompted; typically defaults to HCM Common for cross-module sets)., Effective Start Date: Enter 04/15/2025 (current date, unless a specific date is required for the technology group)., Status: Ensure Active is selected (default setting)., Explanation: , Set Code: XTECH is a unique identifier for the reference data set, used by the system to associate it with departments, jobs, locations, and grades. It must match the scenario exactly., Set Name: X Tech is the user-friendly name displayed in the UI, also matching the scenario., Description: While optional, a description clarifies the set’s purpose, especially for future reference (e.g., linking to the technology group)., Module: Reference data sets for HCM are typically under HCM Common, as they apply across workforce structures like jobs and departments. If prompted, this ensures broad applicability., Effective Start Date: Oracle uses effective dating for reference data sets to track validity. The current date (04/15/2025) is appropriate unless otherwise specified., Status: Active ensures the set is immediately usable for associating workforce structure components., Verification: Oracle documentation specifies mandatory fields (Set Code, Set Name) and optional fields (Description, Module) for reference data sets. The provided details align with standard configurations for HCM data sets., Reference: Oracle Global Human Resources Cloud: Using Global Human Resources, Section: Reference Data Set Fields., Step 6: Save the Reference Data Set, Action: , After entering all details, click Save and Close (or Save if further edits are needed)., If prompted, confirm the creation of the reference data set., Explanation: Saving creates the reference data set in the system, making it available for associating with departments, jobs, locations, and grades. The Save and Close button finalizes the task, while Save allows additional configurations if needed. Oracle validates mandatory fields before saving., Verification: Oracle’s UI includes Save and Save and Close options for reference data set creation, as confirmed in documentation for both responsive and Redwood interfaces., Reference: Oracle Global Human Resources Cloud: Implementing Global Human Resources, Section: Saving Reference Data Sets., Step 7: Verify the Reference Data Set Creation, Action: , Return to the Manage Reference Data Sets page., In the search criteria, enter XTECH or X Tech and click Search., Confirm that the new reference data set appears with the details: , Set Code: XTECH, Set Name: X Tech, Status: Active, Effective Start Date: 04/15/2025, Description (if entered): Reference data set for X Cloud Vision technology group, Explanation: Verification ensures the reference data set was created correctly and is ready for use in associating workforce structures. Searching by code or name confirms the record’s accuracy and checks for errors in data entry., Verification: Oracle documentation emphasizes verifying setup tasks by searching created records, and the Manage Reference Data Sets page supports detailed searches., Reference: Oracle Global Human Resources Cloud: Using Global Human Resources, Section: Searching Reference Data Sets., Step 8: Prepare for Association with Workforce Structures (Optional), Action: , Note that the XTECH reference data set can now be used in tasks like Manage Departments, Manage Jobs, Manage Locations, and Manage Grades to assign the set to relevant records., For example, when creating a department for the technology group, select XTECH in the Reference Data Set field to link it to this set., Explanation: The scenario specifies that the reference data set is for associating departments, jobs, locations, and grades. While the task is to create the set, this step highlights its purpose. Associating the set occurs in separate tasks (not required here), but the XTECH set is now available for those configurations. This ensures the technology group’s workforce structures are grouped logically., Verification: Oracle documentation confirms that reference data sets are used to partition data across workforce structures, and the created set will appear in relevant setup tasks., Reference: Oracle Global Human Resources Cloud: Implementing Global Human Resources, Section: Using Reference Data Sets., , , Detailed Explanation, Purpose of Reference Data Sets: Reference data sets partition data (e.g., departments, jobs, locations, grades) to manage scope and access across business units or organizations. The XTECH set isolates the technology group’s workforce structures for the newly acquired company, ensuring data separation and reporting accuracy., Set Code and Name: The Set Code (XTECH) is a system identifier, while the Set Name (X Tech) is user-facing. Both must be unique to avoid conflicts with other sets (e.g., COMMON or ENTERPRISE)., Scope of Use: The set will be referenced in tasks like Manage Jobs or Manage Departments to assign specific records to the technology group, supporting the acquired company’s organizational structure., Redwood Interface: In the Redwood interface (24C and later), the Manage Reference Data Sets page 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 set is active for use, supporting future changes if the technology group’s scope evolves., Data Sharing: The set enables sharing or isolation of data, depending on configuration, which is critical for the acquired company’s integration., , , Key Considerations, Accuracy: The Set Code (XTECH) and Set Name (X Tech) must be entered exactly as specified to ensure system recognition and user clarity., Uniqueness: The Set Code must not already exist. If XTECH is taken, an error occurs, requiring a unique code., Module Selection: HCM Common is typically used for cross-structure sets, ensuring the set applies to departments, jobs, locations, and grades. If incorrectly set, it may limit usability., Security: Only users with the Manage Reference Data Set privilege can perform this task. Role mismatches require administrative intervention., Future Use: The set is ready for associating workforce structures but requires separate tasks to link specific records (e.g., a “Tech Department” to XTECH)., , , Potential Challenges and Solutions, Access Denied: If the user lacks the Manage Reference Data Set privilege, an error occurs. Solution: Assign the Application Implementation Consultant role via Security Console., Duplicate Set Code: If XTECH already exists, the system prevents saving. Solution: Search for XTECH 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., Add instead of Create) or layouts. Solution: Follow field prompts and ensure Set Code and Set Name are completed., Incorrect Module: If the wrong module is selected, the set may not appear in workforce structure tasks. Solution: Use HCM Common unless specific restrictions apply., Search Failure: If the set does not appear after creation, validation may have failed silently. Solution: Re-check all fields and resave, or contact Oracle Support., , , References, Oracle Global Human Resources Cloud: Implementing Global Human Resources, Document ID: docs.oracle.com, Published: 2023-12-12 , Section: Manage Reference Data Sets: “Steps to create reference data sets, including code, name, and module.”, Section: Reference Data Sets in Workforce Structures: “Explains how sets associate jobs, departments, and other structures.”, Oracle Global Human Resources Cloud: Using Global Human Resources, Document ID: docs.oracle.com, Published: 2024-07-02 , Section: Creating Reference Data Sets: “Details on configuring sets for data partitioning.”, Section: Workforce Structures: “Use of reference data sets in jobs, departments, locations, and grades.”, 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 reference data set 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 reference data sets in organizational setups.”, , , ]
