Power of Flexfields v1.5

Power of Flexfields
Jitender Batra, EMQFF, Associate Director Software Operations

John Cafolla, Oracle, VP - HCM Customer Center of Excellence
Prasanna Borse, Oracle, Senior Principal Program Manger Center of Excellence
Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

EMQ FamiliesFirst
Company Background
Agenda Oracle Fusion HCM Cloud Project
Introducing Flexfields
What is a Flexfield?
DFF, EFF and KFF
Solution @EMQFF
Page
Context
Context Sensitive Segments
Value set and Values
Bringing It All Together
Appendix
Agenda
EMQ FamiliesFirst
Company Background
Oracle Fusion HCM Cloud Project

EMQ FamiliesFirst is a statewide nonprofit that helps children and families. The agency is
one of the largest, most comprehensive mental health treatment programs in California.
EMQ FamiliesFirst takes a state-of-the-art approach to children and adolescents with
complex behavioral health challenges and helps them recover from trauma such as abuse,
severe neglect, addiction and poverty.
Our mission is to help children, strengthen families, build community, and advocate for
systems change to ensure that our families thrive.
Copyright 2015, Oracle and/or its affiliates. All rights reserved. | 4

Oracle Fusion HCM Cloud Project
6 existing HR applications to be replaced with Oracle Fusion HCM Cloud
Modules/Interfaces which EMQFF is implementing:
- Core HR
- Benefits
- Compensation
- Performance Management
- Taleo learning and recruiting
- Fusion-ADP Interface
- Fusion-EHR Interface
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HCM Fusion Project Roadblocks / Showstoppers
Did not find a solution to accommodate some of the behavior and mental
healthcare industry specific HCM needs
Tracking of staff licensure and credentials
Tracking of Payers and National Identifiers
Did not find an adequate match to accommodate the business need in the
out-of-the-box Fusion functionality
Clearance Information, OSHA Information, Discipline Information, TB Screening, etc.
Looked at talent profile, document of records but none of these options
provided the solution that business was looking for
Reached out to Oracles Center of Excellence team and they introduced us
to the flexfields!
Requirements
Need for custom forms

Need to display related fields
in a group
Single and multi-row data
entry
Store the data within Fusion
HCM, rather than excel or
manual tracking

Agenda
Introducing Flexfields
- Descriptive, Extensible, Key Flexfields

Flexfields are placeholder fields associated with a specific business object.
Theyre designed for customers to store additional data in our apps with no
coding changes. There are three types of flexfields:
Descriptive flexfields (DFF) Extensible flexfields (EFF) Key flexfields (KFF)
Stored in same table as that of the Stored in a separate table for e.g. Stored in a separate table e.g.
parent object. For e.g. PER_ASSIGNMENT_EXTRA_INFO_M PER_PEOPLE_GROUPS
PER_ALL_ASSIGNMENTS_M
Global and\or user defined context N number of user defined contexts Person unique identifier
Examples: Examples: Examples:
Job DFF Location Information EFF -People Group KFF
Location DFF Job legislative Information -Cost Allocation KFF
Person DFF Person EIT Information
Assignment DFF

Extensible Flexfields
EFFs (a.k.a. EITs)
An extensible flexfield is similar to a descriptive flexfield, but with the

following additional features:
Attributes are grouped into contexts (or information categories) so they will always be
presented together in the user interface.
Values are stored in a separate database record related to a specific business object,
like Job or Person, and this gives you greater flexibility :
You can define as many contexts as you want, without any limitation
You can define a multi row context in case of one to many relationship use cases

Agenda
Solution @EMQFF
Page
Context
Value set and Values

Solution
Developed 9 custom forms using
Person EIT\EFF
Inherits security to manage person
process flow.

Page
EFF Page serves to connect all of the Contexts in one group so they can be
presented together on the UI
Page
Context (Information Type\Grouping)
Context (Information Type)
Context is a grouping of related attributes or segments. You may define it as
single row or multi-row
Example: Clearance Context
FSM Task:- Manage Extensible

Flexfields
Context Sensitive Segments (Attributes)
A context sensitive segment is a data field that represents an attribute
It will capture the data from the user and validate it according to the value set
that you define for the segment
Each segment corresponds to a single extension column in the database
Example: Attributes for
Clearance Context
FSM Task:- Manage Extensible

Flexfields
Value Set and Values
Design the basic attributes for the field :-data
type (character, numeric, date), length, look
up values.
Value sets are required, there are several
seeded value sets for dates, characters,
Yes\No edits.
You can use seeded value sets or define your
own. For e.g. Custom value set for Type of
Corrective Action is shown
You can configure the display options - either
radio button group, list of values, display
order etc.
Value Set and Values
1- Define Value Set & add Values 2- Specify value set for a context sensitive segment
Context (Multi Row)
Example- OSHA Information Form. It is a multi-row context, with custom
lookup codes
Multiple Contexts In One Page
*Page
*Multi-row context
*Single Row context
Multiple Contexts In One Page
Setup driven configuration:-
You can define pages and
associated contexts on the
Manage extensible flexfields
task.
Bringing it all together
EMQFF Requirements Solution
Need for custom forms Data driven solution
Need to display related fields in No coding
a group
Rapid implementation
Single as well as multi-row data EFF
entry Easy deployment
Store the data within Fusion Upgrade safe

HCM, rather than excel or
manual tracking Fusion HCM Security Framework
Questions?
Customer Connect or Support Forum
Appendix
HR Related Structures Available
Delivered (Configurable Vs Legislative )
Cannot create own Extensible Flexfield Structures. Can only Add Contexts/Structure Instances
to existing EFF structures.
Configurable Structures Legislative Structures Do Not Touch

Location Information EFF: PER_LOCATION_INFORMATION_EFF Job Legislative Information: PER_JOBS_LEG_EFF
Organization Information EFF: Position Legislative Information:
PER_ORGANIZATION_INFORMATION_EFF PER_POSITIONS_LEG_EFF
Assignment EIT Information EFF: PER_ASSIGNMENT_EIT_EFF Location Legislative Information:
Job EIT Information: PER_JOBS_EIT_EFF PER_LOCATION_LEG_EFF
Person EIT Information: PER_PERSON_EIT_EFF
Position EIT Information: PER_POSITIONS_EIT_EFF
Element Information EFF: PAY_ELEMENT_INFORMATION_EFF

FlexName/ Structure and Category
Before creating your EFF, you should navigate to the page where you would
like it displayed and Highlight the Flexfields to find the FlexName of the
Structure under which the EFF will fall
This will generally also be the name of the Root Category which comes
seeded for every object

Value Sets and Values add comments -- for security enabled
Example Independent Value set

Value Sets and Values
Example Dependent Value set

Value Sets and Values
Value Set Security
Control end user access to values in the value set. Any security rules that you define for a value set affect every
segment that uses the value set.
To implement security, select the Security Enabled checkbox and then provide the Data Security Resource Name. You
can enter the name of an existing resource or type in the name of a data security resource that you want to create.
This will be the name used for the database resource in the data security system. The name typically matches the
name of the value set code
A resource identifies the data that needs to be secured by the policies, which in this case is the value set. Value set
data security follows a "deny all, allow some" approach. This means that access to all of a resource's data is denied
by default and, based on policies, end users only have access to the data that is appropriate for their role
For more information data security resources, roles, conditions, and policies, see the "Managing Data Security
Policies" chapter in the Oracle Fusion Middleware Oracle Authorization Policy Manager Administrator's Guide (Oracle
Fusion Applications Edition)
Descriptive Flexfields
DFFs
Descriptive flexfields (DFF) allow customers to extend out-of-the-box

business entities with additional attributes.
Customers can define metadata about:
Global segments that apply to all cases
Context-sensitive segments that should only be captured based on a specific context
value
How custom attributes should behave and be validated

Key Flexfields
KFF
Key flexfields are configurable multi-part intelligent keys, where each

element (segment) of the key may be individually meaningful, as well as
the combination as a whole.
For example general ledger accounts. Accounting Flexfield consists of
various segments such as company code, cost center, account, product,
product line, sub account.
In Oracle Fusion HCM, KFFs are only for People Group and Cost Allocation.
Cost allocation is the payroll KFF and is defined so that you can book the payroll to GL
People group is the HR kff and is defined to group people into specific groups. For
e.g. Union membership, location, etc.

Power of Flexfields v1.5

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Power of Flexfields

Jitender Batra, EMQFF, Associate Director Software Operations

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Copyright 2015, Oracle and/or its affiliates. All rights reserved. | 4

Need for custom forms

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- Descriptive, Extensible, Key Flexfields

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

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An extensible flexfield is similar to a descriptive flexfield, but with the

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Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

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Context (Information Type\Grouping)

Context Sensitive Segments

Example: Clearance Context

FSM Task:- Manage Extensible

FSM Task:- Manage Extensible

*Single Row context

Store the data within Fusion Upgrade safe

Configurable Structures Legislative Structures Do Not Touch

Copyright 2015, Oracle and/or its affiliates. All rights reserved. | 23

Copyright 2015, Oracle and/or its affiliates. All rights reserved. | 24

Copyright 2015, Oracle and/or its affiliates. All rights reserved. | 25

Copyright 2015, Oracle and/or its affiliates. All rights reserved. | 26

Descriptive flexfields (DFF) allow customers to extend out-of-the-box

Copyright 2015, Oracle and/or its affiliates. All rights reserved. | 28

Key flexfields are configurable multi-part intelligent keys, where each

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