[: 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 theNavigatoricon (hamburger menu) in the top-left corner., Under theToolssection, selectSetup and Maintenance., Explanation: TheSetup and Maintenancework area provides access to all implementation and configuration tasks, organized by functional areas. This is the entry point for accessing theManage Reference Data Setstask., 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 theFunctional Areadropdown and selectWorkforce Structures. Alternatively, selectReference Data Setsif available, or useAll Tasksto broaden the search., In the task list, locateManage Reference Data Setsby scrolling or using the search bar (type “Manage Reference Data Sets”)., Click theGo to Taskicon (typically a play button or arrow) next toManage Reference Data Setsto open the task., Explanation: TheManage Reference Data Setstask is typically found under theWorkforce StructuresorReference Data Setsfunctional 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 listsManage Reference Data Setsunder 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 theManage Reference Data Setspage, click theCreatebutton (typically a plus sign (+) or labeled “Create” in the Redwood interface)., This opens theCreate Reference Data Setpage for entering the set details., Explanation: TheManage Reference Data Setspage displays a searchable list of existing data sets. TheCreateaction 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 aCreatebutton, 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 theCreate Reference Data Setpage, enter the following details as provided in the scenario:, Set Code: EnterXTECH., Set Name: EnterX Tech., Description(optional): Enter a description, e.g., “Reference data set for X Cloud Vision technology group”., Module: SelectHCM CommonorWorkforce Structures(if prompted; typically defaults to HCM Common for cross-module sets)., Effective Start Date: Enter04/15/2025(current date, unless a specific date is required for the technology group)., Status: EnsureActiveis selected (default setting)., Explanation:, Set Code:XTECHis 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 Techis 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 underHCM 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:Activeensures 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, clickSave and Close(orSaveif 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. TheSave and Closebutton finalizes the task, whileSaveallows additional configurations if needed. Oracle validates mandatory fields before saving., Verification: Oracle’s UI includesSaveandSave and Closeoptions 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 theManage Reference Data Setspage., In the search criteria, enterXTECHorX Techand clickSearch., 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 theManage Reference Data Setspage 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 theXTECHreference data set can now be used in tasks likeManage Departments,Manage Jobs,Manage Locations, andManage Gradesto assign the set to relevant records., For example, when creating a department for the technology group, selectXTECHin theReference Data Setfield 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 theXTECHset 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. TheXTECHset isolates the technology group’s workforce structures for the newly acquired company, ensuring data separation and reporting accuracy., Set Code and Name: TheSet Code(XTECH) is a system identifier, while theSet Name(X Tech) is user-facing. Both must be unique to avoid conflicts with other sets (e.g.,COMMONorENTERPRISE)., Scope of Use: The set will be referenced in tasks likeManage JobsorManage Departmentsto assign specific records to the technology group, supporting the acquired company’s organizational structure., Redwood Interface: In the Redwood interface (24C and later), theManage Reference Data Setspage 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: TheSet Code(XTECH) andSet Name(X Tech) must be entered exactly as specified to ensure system recognition and user clarity., Uniqueness: TheSet Codemust not already exist. IfXTECHis taken, an error occurs, requiring a unique code., Module Selection:HCM Commonis 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 theManage Reference Data Setprivilege 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” toXTECH)., , Potential Challenges and Solutions, Access Denied: If the user lacks theManage Reference Data Setprivilege, an error occurs.Solution: Assign theApplication Implementation Consultantrole viaSecurity Console., Duplicate Set Code: IfXTECHalready exists, the system prevents saving.Solution: Search forXTECHfirst; 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.,Addinstead ofCreate) or layouts.Solution: Follow field prompts and ensureSet CodeandSet Nameare completed., Incorrect Module: If the wrong module is selected, the set may not appear in workforce structure tasks.Solution: UseHCM Commonunless 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.”, , , ]