This tutorial deals with Fusion Payroll, and how it functions. In this part, we will discuss about the following components of Organisation Structure:

• Organisation Trees

• Grades

• Jobs and Positions

• Security for Human Capital Management

• Data Security for Human Capital Management

• Users for Human Capital Management

Organisation Structure (contd.)

Any changes to be made to the organisation structure can be done by using the tasks under Define Organisation Structures.

Organisation Trees

To manage organisation trees, follow the below steps:

1. Go to the Manage Organisation Trees task under Define Organisation Structures.

2. Click on Actions->Create Tree to create a new organisation tree.

3. Specify the definition details of the tree and click on the Next button.

4. Specify the Label details and click on the Next button.

5. Specify the Access Rule details and click on the Submit button.

To create a tree version, follow the below steps:

1. On the Manage Organisation Trees page, click on Actions->Create Tree Version.

2. Enter the name of the organisation and the Effective Start Date and click on the Next button.

3. Click on the Add icon (circled in the screenshot below) to add a node. Click on Search to search for a node. After selecting the required node, click on the small double-arrow (circled in the screenshot), then click on the Add Tree Node button.

4. After adding the node(s), click on the Submit button.

Upon creation of the tree and tree version, you can click on that tree on the Manage Organisation Trees page. When you click the Next button, you can view the nodes attached to the tree by clicking on the arrows on the left to expand the nodes.

Fig. 1 - Adding a node

Fig. 2 - The nodes after creation of the tree

After the tree is created, its status needs to be set to Active. To do this, click on Actions->Set Status->Active. A set of validations will take place to validate the tree, after which you can click on the Done button.

Grades

To manage the grades, follow the below steps:

1. Go to the Manage Grades task under DefineGrades.

2. On the screen that follows, click on the Create icon (circled in the screenshot below).

3. Enter the grade details and click on the Next button.

4. Use the Add Row button to add Grade Steps and click on the Next button.

5. In the next step, Grade Rates are to be added. To add an existing rate, click on the Add Existing Rate button. To create a new rate, click on the Create New Rate button. After entering the details of the rate, click on the OK button.

6. Enter the Minimum, Maximum, and Midpoint values and click on the Next button.

7. Review the details of the grade and click on the Submit button.

8. On the Manage Grades page, click on the Done button.

Fig. 3 - The Manage Grades page. The Create icon is circled

Jobs and Positions

To manage jobs and positions, go to the Manage Job and Manage Positions tasks under Define Jobs and Positions. This deals with the employees’ jobs and their positions within the organisation.

Security for Human Capital Management

To define the security for Human Capital Management, go to Define Security for Human Capital Management. There are three tasks associated with it: Revoke Data Role from Implementation Users, Manage Job Roles, and Manage Duties.

1. Go to the Manage Job Roles task under Define Security for Human Capital Management.

2. The Identity Manager Self Service window will open. Here, you can define the job roles for Human Capital Management.

Data Roles can be revoked from implementation users by using the Revoke Data Role from Implementation Users task, while the duties can be defined by using the Manage Duties task.

Data Security for Human Capital Management

There are different security profiles for different data roles. One of these profiles is discussed below:

1. Go to the Manage Legislative Data Group Security Profile task under Define Data Security for Human Capital Management.

2. Search for a Legislative Data Group Security Profile and click on the Search button. From the search results, click on the name of the required profile. Click on the Edit button to edit the security profile.

3. To create a new security profile, click on the New icon (circled in the screenshot below) on the Manage Legislative Data Group Security Profile page.

Fig. 4 - The Manage Legislative Data Group Security Profile task

Fig. 5 - Searching for profiles. New icon is circled

Users for Human Capital Management

To manage users, follow the below steps:

1. Go to the Manage Users task under Define Users for Human Capital Management.

2. Use the search bar to search for users.

3. Note that an access privilege has to be granted to your user to be able to search all users.

Krishnaa Lakshmanan

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