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HCM Setup Steps for NON-HCM Customers (Financials, CRM, etc.) (Doc ID 1448455.1)
In this Document
Symptoms
Cause
Solution
References
APPLIES TO:
SYMPTOMS
There are several pieces of HCM functionality that have to be setup on all Financials and CRM instances even though HCM is not a licensed
product on the implementation. Problems resulting from an incomplete HCM setup can include:
- No person type showing in the drop down list on the Manage User form
- No values showing in the Legal Entity LOV on the Manage User form.
- Unable to see any Roles when the Add Role button is selected on the Manage Users form.
All this within an environment where Human Capital Management (HCM) is not being implemented. Following the steps outlined here will
correct those issues.
CAUSE
The SCM, Financials or CRM system was not delivered with HCM setups, but in order to process Users the HCM setup must be complete.
SOLUTION
There are several steps required in order to complete the HCM setup.
1) Ensure that HCM Data roles have been created and mapped.
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Roles that are added here as Autoprovisioned can be added via the Autoprovision on the Employee
Query the Enterprise. Note: The seeded enterprise is named "Setup Enterprise".
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Accept the defaults here or change the required fields to settings appropriate for your business.
Submit.
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Update the Legal Entity to be a Payroll Statutory Unit (PSU) and Legal Employer
Click on Create
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5) Update Legal Entity HCM information, Payroll Statutory Unit tab to add LDG
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Ensure that the Legislative Data Group is selected on the Payroll Statutory Unit tab.
6) Create Employee.
REFERENCES
NOTE:1438347.1:1355889.1
BUG:13942609:1424650.1
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