Oracle Fusion CPQ Training Course Curriculum

Module 1: Introducing Fusion Cloud Application, Navigation, FSM

Introduction to Oracle Cloud Applications
Home page layouts, Dashboard
WorkAreas, Infotiles and Personalizations

Module 2: Functional Setup Manager

Functional Setup Manager

Module 3: Value Sets, Lookups & Flexfields

Value Sets, Lookups
Flexfields
DFF
KFF
EFF

Module 4: Enterprise Structures, P2P and O2C cycles

Enterprise Structures
O2C Cycle
P2P Cycle

Module 5: Cloud Security

Introduction to Role Based Access Control – Fusion Security Model
Security Implementation overview and building blocks
Role Types (Data Role, Job Role, Duty Role, Abstract Role & Privileges)
Security Console – Manage, Create, Copy & Compare Roles
Implementation User Creation & Role provisioning
Role Inheritance and mapping

Module 6: Global HR

Create Geographies
Configure Enterprise Structures Configuration (ESC)
Manage Enterprise HCM Information
Employment Models
Person / Worker Number Generation
Manage Actions & Action Reasons
Value Sets, Flexfields, Lookups
Manage Reference Data Sets
Create Locations
Set up Divisions
Define Legal Entity
Manage Payroll Statutory Unit
Set up Legal Employers
Manage Legal Entity HCM Information
Create Business Units
Manage Assign Set IDs for Business Units
Create Departments and Department Trees
Manage Organization Trees
Manage Grades, Grade Rates, and Grade Ladder
Set up Jobs
Create Positions and Position Trees
Manage Person and Assignment Types
Hire an employee

Module 7: Global Payroll

Overview of Payroll
Manage Key Flex Fields
Payroll Costing Overview
Cost Allocation Key Flex field Overview
Understanding the Cost Hierarchy
Create Legal Address
Manage Legal Jurisdictions
Configure Legal Authorities
Setting up Global Payroll
Defining Payroll Elements
Payroll Elements Classifications
Managing Earnings and Deductions
Costing an Element
Creating and Managing Fast Formulas
Understanding Fast Formula Components
Defining and Managing Balance Definitions
Creating Balance Feeds
Configuring Bank Accounts
Set up Organization Payment Methods
Managing Third Parties and Third-Party Payment Methods
Define Consolidation Groups
Create Payroll Definitions
Set up Payroll Costing
Managing Time Definitions
Defining Object Groups
Payroll Flow Pattern Overview
Defining Payroll Flow Patterns
Components of Payroll Flow Pattern
Understanding Payroll Flow Tasks
Managing Payroll Flow Tasks
Manage Salary
Create Element Entries
Set up Personal Payment Method
Calculating Quick pay
Payroll Calculation
Running Payroll Using a Flow Pattern
Understanding the Payroll Calculation Process
Reviewing Payroll Results

Module 8: Absence Management

Manage Derived Factors & Eligibility Profiles
Repeating Time Periods
Configure Absence Management Lookups
Manage Absence Management Descriptive Flex Fields
Fast Formulas in Absence Management
Manage Absence Reasons
Absence Plans Overview
Types of Absence Plans
Accrual Plans Overview
Defining Accruals
Configure Accrual Plan Attributes and Limits
Set up Accrual Plan Matrix and Accrual Rates
Absence Plans and Payroll
Absence Type Overview
Rate Definitions and Formulas
Define Absence Pattern and Features
Create Absence Category
Set up Absence Certifications
Accrual Plan Entries and Balances
Managing Absence Records and Entitlements
Absence Recording Overview
Absence Administration Work Area Overview
Schedule and Record Absences Overview
Configure Absence entry and Absence Approvals
Scheduling and Monitoring Absence Processes

Module 9: Goals Management

Goal Management Concepts and Actions
Goal Types
Manage Goals Lookups
Set up Profile Options
Create Eligibility Profiles
Manage Review Periods
Configure Goals Notifications
Create Goal Library, Goal Plans, and Goal Plan Sets
Administering and Mass Assigning Goals
Managing Worker and Organization Goals
Goal Assignment
Approving Goals
Establishing Development Plans for Workers
Managing Worker Development Goals
Assigning Development Goals to Workers
Specifying Goal Intent
Sharing and Approving Developing Goals

Module 10: Performance Management

Performance Management Overview
Questionnaire Concepts
Manage Questionnaire Templates & Library
Managing Questionnaire
Manage Performance Descriptive Flex fields
Manage Performance Profile Options
Performance Roles and Matrix Management
Manage Eligibility Profiles
Create Performance Review Periods
Define Performance Process Flows
Design Performance Template Sections
Set up Performance Document Types
Configure Performance Templates
Set up Rating Model Distribution
Manage Performance and Proficiency Chart Labels
Define Eligibility Batch Process
Send E-Mail Notifications
Administration and Monitoring Tasks for Worker Performance
Worker Self-Evaluation
Manager Evaluation

Module 11: Business Intelligence Publisher Reports (BIP)

Build SQL Queries and Creating Data Model
Design report layout using RTF
Register and execute BIP report as ESS Job
Test and explore ESS Job Submission options from scheduled processes
Implement XML Bursting to email output and upload it to UCM for downstream processing
Customize standard/seeded payables payment register report

Module 12: Oracle Transactional Business Intelligence (OTBI) Analysis

Getting started with OTBI reporting
Building an analysis in OTBI from scratch
Incorporating graphs into analysis and scheduling in OTBI

Module 13: Oracle Transactional Business Intelligence (OTBI) Dashboards

OTBI Dashboards Overview and executing standard dashboards
Build a new custom dashboard incorporating OTBI analysis

Module 14: HCM Data Loader (HDL)

HCM Data Loader Overview
Data file preparation in HDL format
Execute HCM Data Loader (HDL) process
Error handling and reconciliation

Module 15: HCM Spreadsheet Data Loader (HSDL)

HCM Spreadsheet Data Loader Overview
Data file preparation in HSDL format
Execute HCM Spreadsheet Data Loader (HSDL) process
Error handling and reconciliation

Module 16: HCM Extracts

Overview of HCM Extracts
Design and Create complex HCM Extracts from scratch
Use multiple data groups, filter criteria, record groups and attributes in HCM extracts
Configure Extract Output and Delivery Options to deliver HCM Extract in UCM
Explore User Entities and other options in HCM Extracts
Create and use fast formulas in HCM Extracts
Build an incremental HCM Extract – most common use case in real time

Module 17: Workflow, Approvals, and Notifications

Approval Management Overview
Approvals and Transaction Console Overview
Understand how to enable or bypass approvals for different scenarios
Master writing business rules for approvals
Configure Approvals using different combinations of business rules
Test the approvals and notifications using real time scenarios

Module 18: Fast Formulas

Fast Formula overview
Fast Formula syntax and structure
Writing basic fast formulas
Building complex fast formulas and Common compilation errors
Using fast formulas in fusion applications

Module 19: Fusion UI Customizations

Introduction to Sandboxes
Overview and Accessing Fusion Applications UI
Understand options to extend/customize/personalize Fusion Application
Make changes in UI with sandbox – Ex: Make fields required/read only/hidden
Use expression language to write complex conditional logic
Deploying and Migration of Sanboxes

Module 20: Resume, Interview and Job Assistance

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