Oracle Human Resources Cloud 20D What's New

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NOVEMBER MAINTENANCE PACK FOR 20D

Revision History
Overview
Feature Summary
Human Resources

Update 20D

Revision History
Overview
Feature Summary
Human Resources
Worklife Solutions
HR Optimizations
1. Transactional Business Intelligence for Human Capital Management
IMPORTANT Actions and Considerations

November Maintenance Pack for 20D

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Product	Feature	Notes
30 OCT 2020			Created initial document.

Overview

HCM Cloud applications have two types of patches you can receive that are documented in this What’s New:

Release Updates (20A, 20B, 20C, and 20D)
Optional Monthly Maintenance Packs to each update

It is important for you to know what Release Update your environment is on. You can find this in your Cloud Portal.

This document outlines the information you need to know about new or improved functionality in Oracle HCM Cloud. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

In addition to this document you will also want to review the Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs (Document ID 1554838.1). These documents identify bug fixes and possible known issues. You will also need to review these documents based in the release update version you are currently on or will be moving to.

Oracle HCM Cloud release documents are delivered in five functional groupings:

Field	Value
Profile Option Code	PER_MANAGE_CONTRACTS_RESPONSIVE_ENABLED

Navigation Before 21A	Navigation as of 21A
Edit My Details (classic)	Personal Details (responsive)
Public Information (classic)	My Spotlight (responsive)
Document Delivery Preferences (classic)	Document Delivery Preferences (responsive)
My Payment Methods (classic)	Payment Methods (responsive)
Skills and Qualifications (classic)	Skills and Qualifications (responsive)
Goals (classic)	My Goals (responsive)
My Evaluations (classic)	Performance (responsive)
Career Development (classic)	Career Development (responsive)
Career Planning (classic)	Career Development (responsive)
Document Records (responsive) under Benefits category	Document Records (responsive) under Employment category

Navigation Before 21A	Navigation as of 21A
Document Records (classic)	Document Records (responsive)
Document Delivery Preferences (classic)	Document Delivery Preferences (responsive)
My Manager Evaluations (classic)	Performance (responsive)

Navigation Before 21A	Navigation as of 21A
Document Records (classic)	Document Records (responsive)
Document Delivery Preferences (classic)	Document Delivery Preferences (responsive)

Date	Product	Feature	Notes
26 Mar 2021	Global Human Resources/Employment	Assignment Weekly Working Hours Section Added to Responsive Employment Flows	Updated document. Delivered feature in update 20D.
20 NOV 2020	Human Capital Management for Australia	New STSL Check Box on the Employee's Statutory Deductions Calculation Card	Updated document. Delivered feature in update 20D.
30 OCT 2020	Global Human Resources/Employment	Assignment Weekly Working Hours Section Added to Responsive Employment Flows	Updated document. Revised feature information.
30 OCT 2020	Global Human Resources/Employment	Client List of Values for Reporting Establishment and Grade Step	Updated document. Revised feature information.
30 OCT 2020	Global Human Resources/Employment	Tax Reporting Unit Fields Added to Worker Data File in HCM Data Loader	Updated document. Revised feature information.
25 SEP 2020	Global Human Resources/Checklists	Ability to Mass Reassign Checklist Tasks	Updated document. Revised feature information.
25 SEP 2020	Global Human Resources/Checklists	Additional Person Info as a Checklist Application Task	Updated document. Revised feature information.
25 SEP 2020	Global Human Resources/Checklists	Single Summary Notification for Checklist Tasks Per Performer, Per Day, Per Checklist	Updated document. Revised feature information.
25 SEP 2020	Global Human Resources/Employment	Secured Approval Notifications for Employment Flows	Updated document. Revised feature information.
25 SEP 2020	Global Payroll Interface	ADP Global Payroll Interface Supports Description for Override Cost Centers	Updated document. Delivered feature in update 20D.
04 SEP 2020			Created initial document.

Suggested Reading for all HCM Products:

HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)
Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)

NOTE: Not all Global Human Resource features are available for Talent and Compensation products.

Optional Reading for HCM Products (Depending on what products are in your cloud service):

Talent Management Cloud (All Talent applications)
Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)
Workforce Management Cloud (Absence Management and Time and Labor)

Additional Optional Reading:

Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM)

NOTE: All of these documents can be found in Release Readiness under Human Capital Management or via the Oracle Help Center under Cloud Applications > Human Capital Management.

GIVE US FEEDBACK

Feature Summary

Column Definitions:

Features Delivered Enabled

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.

	Ready for Use by End Users (Features Delivered Enabled) Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.
Feature	Report	UI or Process-Based: Small Scale	UI or Process-Based: Larger Scale*
Human Resources
Global Human Resources
Quick Action Access to Additional Person Info for Employees, Contingent Workers, and Line Managers
Quick Action Access to Person Identifiers for External Applications for Employees and Contingent Workers
Disabling of Lookup Codes from Communication Method Lookup
Remove Phone Country Default
Disposal of Person Extensible Flexfields (EFF) from HCM Cloud
Position Management: Create Recruiting Requisition During Position Creation
Position Management: New Attributes in HCM Position Hierarchy
Attachments Added to Request a New Position and Position Change
Enhanced Security for Workers with Multiple Assignments in Global Human Resources
Enhanced Transaction Approvals Support Multiple Assignments in Global Human Resources
New Areas of Responsibility (AOR) REST Resource
Enhanced Workers REST API
Employment
Assignment Weekly Working Hours Section Added to Responsive Employment Flows
Payroll Section in Add Assignment Flow
Enhancements for V3 Seniority Dates
Improved Edit Work Relationship Page
Secured Approval Notifications for Employment Flows
Client List of Values for Reporting Establishment and Grade Step
Questions and Section Headers Changed on Questionnaire Page for Employment Flows
Legal Employer and Country Parameters Added for Mass Legal Employer Action in HCM Experience Design Studio
Tax Reporting Unit Fields Added to Worker Data File in HCM Data Loader
Enhanced Grade Lookup in Retained Grade Context of Assignment Extensible Flexfield
Checklists
Single Summary Notification for Checklist Tasks Per Performer, Per Day, Per Checklist
Edit an Allocated Checklist Task in Responsive Pages
Edit an Allocated Checklist in Responsive Allocate Checklists
Ability to Mass Reassign Checklist Tasks
Additional Person Info as a Checklist Application Task
Allocated Checklist Deletion Enhanced
Use Secured HSDL Objects for Checklists
Document Records
Document Records of Payroll Category Excluded by Default
Expired Document Records Excluded by Default
Display of Additional Document Record Attributes
Simplify Viewing of Document Records
Global HR Replaced or Removed Features
Allocate Checklists Available Only in Responsive Pages from 20D
Access to Change Legal Employer Flow Ends in Update 20D
Human Capital Management for Australia
New STSL Check Box on the Employee's Statutory Deductions Calculation Card
Human Capital Management for Ireland
Enable International Transfer Payment Type
Human Capital Management for Netherlands
Dutch Full Name Formats
Human Capital Management for Switzerland
Enable International Transfer Payment Type
Contract Validation
Global Payroll Interface
ADP Global Payroll Interface Supports Description for Override Cost Centers
Worklife Solutions
Wellness
Ability to Mark a Team as Private
Workforce Health and Safety Incidents
Extend Your Source and Mechanism of Injury List of Values
Stakeholder Section
Additional Filters for Incident List View and Related Incidents Pages
Hide or Change Incident Event Type Names
Volunteering
Ability to Mark a Team Private
Configurable Project Surveys
View Volunteering History
HR Optimizations
Transactional Business Intelligence for Human Capital Management
Human Resources
New Subject Area On HCM Integrations
Source Assignment - Global Transfer
Health and Safety
OTBI Support for Reporting DFFs for Injury or Illness Event and Investigation Pages
>>Click for IMPORTANT Actions and Considerations

Human Resources

Global Human Resources

Quick Action Access to Additional Person Info for Employees, Contingent Workers, and Line Managers

You can configure the Additional Person Info page so that employees, contingent workers, or line managers can access it. Currently the page isn't displayed out-of-the-box because some users may have configured person Extensible Flexfields (EFFs) that may be sensitive in nature and should be visible only to an HR professional. Separate privileges are included in the Oracle-delivered employee and contingent worker roles to control the viewing and managing of person EFF. If you only want your employee or contingent workers to only view the data, you need to remove the 'Manage Person Extra Information by Worker' privilege from the role.

In the rare cases where you want the line manager to access a subordinate's Additional Person Info page, you need to assign the 'Access Person Extra Information by HR' privilege. If you want the line manager to manage the data, you need to assign the 'Manage Person Extra Information by HR' privilege and regenerate the grants. If the roles are granted additional privileges, the page will also be displayed in the person spotlight as well as a separate quick action under the Me category.

You can also create a rule in the Transaction Design Studio (TDS) to determine the person EFF contexts to be displayed for a role. Since an employee or contingent worker can access this page now, the 'When is this rule applied?' parameter has been added to the TDS. This parameter allows you to create a rule that will present the page differently whether the user is looking at their own record or another person's record.

Configure Rule for Additional Person Info in TDS

The Additional Person Info page has also been enabled for the checklists functionality.

The Global Search and Smart Nav actions have also been updated so that if you have the necessary privileges, you will be able to see the Additional Person Info action.

A new deep link has been included for the Me category action.

Employees, contingent workers, or line managers can now view and manage the Additional Person Info page.

Steps to Enable

Make the feature accessible by assigning or updating privileges and/or job roles. Details are provided in the Role section below.

To display the quick action in the Me category, you need to use the Structure work area and edit the Me category quick actions. In the Personal Info group, you need to edit the Additional Person Info and set the Visible property to Yes.

To display the quick action in the My Team category, you need to use the Structure work area and edit the My Team category quick actions. In the Employment group, you need to edit the Additional Person Info and set the Visible property to Yes.

If you want your line manager role to access the Additional Person Info page, you must assign the 'Access Person Extra Information by HR' privilege to the role and regenerate the grants. If you want the line manager to be able to manage the data, you need to assign the 'Manage Person Extra Information by HR' privilege and regenerate the grants.

Tips And Considerations

You need to review existing data in the Additional Person Info page for all employees and contingent workers before you grant access because you may have entered sensitive data in the Oracle-delivered person EFF or created your own person EFF that shouldn't be visible or managed by others.

The Oracle delivered employee and contingent worker roles are granted the 'Manage Person Extra Information by Worker' privilege. By removing this privilege, the role will not be able to manage any of the person EFF on the page. There is no way to selectively manage specific person EFF contexts.

Role Information

Privilege Name and Code	Job or Abstract Role
Manage Person Extra Information by Worker (ORA_PER_MANAGE_PERSON_EXTRA_INFORMATION_BY_WORKER)	Employee Contingent Worker
Access Person Extra Information by Worker (ORA_PER_ACCESS_PERSON_EXTRA_INFORMATION)	Employee Contingent Worker
Access Person Extra Information by HR (ORA_PER_ACCESS_PERSON_EXTRA_INFORMATION_BY_HR)	Line Manager (Must be manually added to role)
Manage Person Extra Information by HR (ORA_PER_MANAGE_PERSON_EXTRA_INFORMATION_BY_HR)	Line Manager (Must be manually added to role)

Privilege Name and Code

Job or Abstract Role

Manage Person Extra Information by Worker (ORA_PER_MANAGE_PERSON_EXTRA_INFORMATION_BY_WORKER)

Employee

Contingent Worker

Access Person Extra Information by Worker (ORA_PER_ACCESS_PERSON_EXTRA_INFORMATION)

Employee

Contingent Worker

Access Person Extra Information by HR

(ORA_PER_ACCESS_PERSON_EXTRA_INFORMATION_BY_HR)

Line Manager

(Must be manually added to role)

Manage Person Extra Information by HR

(ORA_PER_MANAGE_PERSON_EXTRA_INFORMATION_BY_HR)

Line Manager

(Must be manually added to role)

Quick Action Access to Person Identifiers for External Applications for Employees and Contingent Workers

You can configure the Person Identifiers for External Applications page so that employees and contingent workers can access it. Separate privileges are included for viewing and managing the data. You can either add the privilege 'View Person Identifiers for External Applications' or 'Manage Person Identifiers for External Applications' and regenerate the grants. If you only want the employee or contingent worker to only view the data, you need to add only the 'View Person Identifiers for External Applications'. These privileges are not granted to the Oracle-delivered roles, so they need to be added manually.

Once the privileges are granted, the page will be displayed as a separate option from the Personal Information launch page as well as a separate quick action in the Me category and page within the person spotlight.

The Global Search and Smart Nav actions have also been updated so that if you have the necessary privileges, you will be able to see the Person Identifiers for External Applications action.

A new deep link has been included for the Me category action.

Now, employees and contingent workers can also specify person identifiers for themselves.

Steps to Enable

To display the quick action in the Me category, you need to use the Structure work area and edit the Me category quick actions. In the Personal Info group, you need to edit the Person Identifiers for External Applications and set the Visible property to Yes.

Role Information

Privilege Name and Code	Job or Abstract Role
View Person Identifiers for External Applications (ORA_VIEW_PERSON_IDENTIFIERS_FOR_EXTERNAL_APPLICATIONS)	Employee Contingent Worker (Must be added manually to roles)
Manage Person Identifiers for External Applications (ORA_PER_MANAGE_PERSON_IDENTIFIERS_FOR_EXTERNAL_APPLICATIONS)	Employee Contingent Worker (Must be added manually to roles)

Privilege Name and Code

Job or Abstract Role

View Person Identifiers for External Applications

(ORA_VIEW_PERSON_IDENTIFIERS_FOR_EXTERNAL_APPLICATIONS)

Employee Contingent Worker (Must be added manually to roles)

Manage Person Identifiers for External Applications

(ORA_PER_MANAGE_PERSON_IDENTIFIERS_FOR_EXTERNAL_APPLICATIONS)

Employee Contingent Worker (Must be added manually to roles)

Disabling of Lookup Codes from Communication Method Lookup

The following lookup codes are disabled in the Communication Method (PER_CM_MTHD) lookup type:

FX: meaning Fax
VML: meaning Voice mail

The lookup codes were disabled because there was no way for the user to enter any data associated with these 2 communication methods. Yet, they were displayed in the list of values in the Order of Preference region. By disabling them, it simplifies the user experience and eliminates any confusion.

Order of Preference List of Values

The disabling of the lookup codes improves the user experience by removing 2 extraneous values from the list of values.

Steps to Enable

You don't need to do anything to enable this feature.

Remove Phone Country Default

A new profile option, ORA_PER_PHONE_COUNTRY_DEFAULTED_FROM_SERVICE_PERIOD, has been added so that you can stop the phone country field from defaulting based on the employee's primary period of service legislation code.

Phone Country Default Removed

By removing the defaulting, a user is not required to enter a value in the phone country field. Without entering the country field, the Oracle-delivered validations based on the selected country will not be triggered, so users can create a phone record without a country and whatever value they would like in the area code and phone number fields.

Steps to Enable

To remove the defaulting of the phone country field, you must set the profile option to 'N'.

Field	Value
Profile Option Code	ORA_PER_PHONE_COUNTRY_DEFAULTED_FROM_SERVICE_PERIOD

To enable the profile option, navigate to the Setup and Maintenance work area:

Search for and click the Manage Administrator Profile Values task.
Search for and select the profile option.
Click to add a new Profile Value.
Select the Level as Site.
Enter an N in the Profile Value field.
Click Save and Close.

Disposal of Person Extensible Flexfields (EFF) from HCM Cloud

You can now effectively manage organization and individual data protection requirements for Person Extensible Flexfields (EFF). This business object, listed as Worker Extra Information can be removed only for terminated workers using the Remove Person Information feature.

Remove Person Extensible Flexfields

Streamline data protection requirements of individuals and the organization for Person Extensible Flexfields (EFF).

Steps to Enable

You don't need to do anything to enable this feature.

Position Management: Create Recruiting Requisition During Position Creation

You can create an Oracle Recruiting requisition for a position directly from the Request a New Position or Duplicate Position pages. The requisition gets processed only when the new position is approved.

Create Requisition from New Position

You need to provide the basic information for the requisition and the other attributes get populated from the position and the associated requisition template.

Using this feature helps in saving time by directly creating it within the position pages. Additionally, you can create the requisition immediately without having to wait until the new position is approved.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Some requisition attributes are displayed out-of-the-box in the Position Details and Request a New Position flows, but if you want to see additional details, you need to enable the attributes in the Transaction Design Studio.
Although you can create Oracle Recruiting Cloud (ORC) requisitions from the position page, you will need a separate license for ORC to manage these requisitions.

Role Information

You need to have the Recruiting Manager role to create a requisition from a position.

Position Management: New Attributes in HCM Position Hierarchy

These new position attributes are added to the HCM Position Hierarchy pages:

Requisition Template
Delegate Position
Budget Attributes (Budget Amount, Budgeted Position, Cost Center, Funded from Existing Positions)
Flexfields (Legislative Information, Extensible Flexfields, Descriptive Flexfields)

All attributes are hidden by default. You need to use personalization to enable them for the Create Child Position, Duplicate Position, and Edit Position pages.

New Attributes in Create Child Position Page

You can use these new fields to capture budget information or additional information about the position.

Steps to Enable

You need to display these fields using Page Composer.

Create a sandbox
Add Page Composer tool and enable the sandbox.

Key Resources

For more information on personalizing pages, refer to the following:

Chapter 3, Page Customization in the Oracle Applications Cloud: Configuring and Extending Applications guide.
The Developer Relations Page Composer Oracle YouTube channel.

Attachments Added to Request a New Position and Position Change

You can add attachments to a position from the Request a New Position or Request a Position Change pages. For example, you can attach documents containing additional details about why the position is created.

Attach Files for a Position

You use attachments with positions to store documents for future reference.

Steps to Enable

You don't need to do anything to enable this feature.

Enhanced Security for Workers with Multiple Assignments in Global Human Resources

We have enhanced security by now allowing users to only access those workers who have assignments within the user's area of access (if your organization allows workers to have multiple concurrent assignments). The current out-of-the-box behavior supports person-based security access. This means a user, such as a line manager or HR specialist having access to a person has access to all assignments and personal information of that person. When you opt in, the users will have assignment-level security and the Global HR tasks now restrict their access to a person's assignment based on the user's area of access. Any additional assignments the worker has will no longer be visible. For example, a line manager will only see those worker assignments which report to them. Similarly, an HR Specialist can access worker assignments only within their area of responsibility.

This initial feature release offers a multi-phased implementation for HCM Cloud customers. The users will experience search behavior changes in the Person, Employment, and OTBI subject areas in Global Human Resources. Several HCM quick actions and person searches have been modified to provide a broader and more consistent user experience. These product features are affected by this enhancement:

My Team
Directory Search and Organization Chart
Employment transactions, except for Termination, Resignation, and End Assignment
Contracts
Person Identifiers for External Applications
Manage User Account
Person search, including manager and direct report LOVs
OTBI reporting

A user can access a person’s assignment and personal information only if the assignment is under the user's area of access and not outside it.

Steps to Enable

For more information about the steps to enable and tips and considerations for this feature, refer to the HCM Common 20D What's New for the Secure Access for Workers with Multiple Assignments feature.

Tips And Considerations

This feature only impacts the responsive pages.
If there is an approval rule defined for the Person Identifiers for External Applications transaction, and there is no assignment associated with the person identifier record, then the workers primary assignment will be used. If there is an assignment associated with the person identifier record, then the line manager hierarchy of the selected assignment will be used for the approval. For any approval rule, the primary assignment of the initiator will be used in the approval rule.

Key Resources

For more information about assignment-level security refer to the HCM Common 20D What's New for the Secure Access for Workers with Multiple Assignments feature.

Enhanced Transaction Approvals Support Multiple Assignments in Global Human Resources

We have enhanced approval transaction rules in Global Human Resources to support workers with multiple assignments. The default behavior remains, where you have the option to send approval notifications through the management hierarchy of the worker's primary assignment. Now, you also have the flexibility to use the management hierarchy of the worker's assignment for which the transaction is initiated. This is especially useful when workers have multiple or nonprimary assignment transactions. These approval transaction processes now support multiple assignment notifications:

Manage Areas of Responsibility
Person External Identifiers

Approval Rules for Manage Areas of Responsibility

From the Transaction Console, the task flow allows certain worker values to be selected. When Management Hierarchy is selected in the approval flow, you can specify the Approval Chain Of. You can choose a worker value (1 or more may exist), and then select the Use current assignment hierarchy option for the Assignment Type.

This enhancement notifies managers with workers who have multiple or nonprimary assignments.

Steps to Enable

The primary assignment management hierarchy will continue as the default behavior, until you select the Use current assignment hierarchy option for the Assignment Type.

Tips And Considerations

If there is an approval rule defined for the Person Identifiers for External Applications transaction, and there is no assignment associated with the person identifier record, then the workers primary assignment will be used. If there is an assignment associated with the person identifier record, then the line manager hierarchy of the selected assignment will be used for the approval. For any approval rule, the primary assignment of the initiator will be used in the approval rule.

Key Resources

For more information about:

Assignment-level security see the HCM Common 20D What's New for the Secure Access for Workers with Multiple Assignments feature.
Enhancements to the approval rules page refer to the HCM Common 20C What's New for the Enhancements to the Human Capital Management Approval Rules Page UI feature.

New Areas of Responsibility (AOR) REST Resource

You can use the new Areas of Responsibility (AOR) REST resource to create and manage areas of responsibilities within Oracle HCM Cloud. This resource supports creating responsibilities directly, or by referencing an existing responsibility template.

This resource also enables you to retrieve and manage responsibility information for your representatives, as well as reassigning responsibilities from one representative to another.

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

For more information about the AOR REST resource, see the REST API for Oracle HCM Cloud guide on the Oracle Help Center.

Role Information

To facilitate the management of related information, all the function security privileges and data security policies required to secure the AOR REST resource are delivered through aggregate privileges.

Privilege	Method	Assigned To Job Role
ORA_PER_REST_SERVICE_ACCESS_AREAS_OF_RESPONSIBILITY_RO Use REST Service - Areas of Responsibility Read Only	GET and DESCRIBE	Human Capital Management Integration Specialist ORA_HRC_HUMAN_CAPITAL_MANAGEMENT_INTEGRATION_SPECIALIST
ORA_PER_REST_SERVICE_ACCESS_AREAS_OF_RESPONSIBILITY Use REST Service - Areas of Responsibility	GET, POST, PATCH, DELETE, and DESCRIBE	Human Capital Management Integration Specialist ORA_HRC_HUMAN_CAPITAL_MANAGEMENT_INTEGRATION_SPECIALIST

Privilege

Method

Assigned To Job Role

ORA_PER_REST_SERVICE_ACCESS_AREAS_OF_RESPONSIBILITY_RO

Use REST Service - Areas of Responsibility Read Only

GET and DESCRIBE

Human Capital Management Integration Specialist

ORA_HRC_HUMAN_CAPITAL_MANAGEMENT_INTEGRATION_SPECIALIST

ORA_PER_REST_SERVICE_ACCESS_AREAS_OF_RESPONSIBILITY

Use REST Service - Areas of Responsibility

GET, POST, PATCH, DELETE, and DESCRIBE

Human Capital Management Integration Specialist

ORA_HRC_HUMAN_CAPITAL_MANAGEMENT_INTEGRATION_SPECIALIST

Additionally, you must have access to the relevant REST API LOV resources to provide related attributes in the POST or PATCH request payloads. For more information about the AOR security, see the Authorize section in the REST API for Oracle HCM Cloud guide on the Oracle Help Center.

Enhanced Workers REST API

You can use the workers REST API with these enhanced features to create and manage workers in Oracle HCM Cloud.

Assignment Level Security: User access to the workers API is now secured with assignment-level security for multiple concurrent assignments. By enabling this feature, users can access the required worker assignments based on their area of access.

The current behavior supports person-level security access, which gives the user access to a person record and all the assignments and personal information of that person. The new assignment-level security restricts a user's access to a person's assignments based on the user's area of access.

Organizations that don't require assignment-level security can continue to use person-level security.

Sorting by Name: New name attributes DisplayName, ListName, and FullName have been added to the workers parent resource to support sorting on the worker name.

New Finder: A new finder findReports has been added to retrieve direct reports and reports at all levels of a worker for a specific assignment or across assignments.
Secure the ability to manage work relationships with separate data security policies for adding and updating work relationships.
Secure the ability to manage assignments with separate data security policies for adding and updating assignments.

Take advantage of the enhanced features of the workers REST API to access required worker assignments, sort worker names, and retrieve reports of a person at different levels.

Steps to Enable

Key Resources

For more information about the workers API, see the REST API guide for Oracle HCM Cloud on the Oracle Help Center.

For more information about Assignment level security, refer to the 20D HCM Common What's New for the Secure Access for Workers with Multiple Assignments feature

Role Information

For detailed information about the workers API security, see the Manage Workers Security section in REST API for Oracle HCM Cloud guide on the Oracle Help Center (Get Started > Use Cases > Global Human Resources > Manage Workers Security).

Employment

Assignment Weekly Working Hours Section Added to Responsive Employment Flows

We have made it easier for you to streamline the business process by now managing assignment weekly working hours as part of your responsive employment transactions. For example, you can manage the weekly working hours in transactions, such as Add a Pending Worker, Transfer, and Change Working Hours.

You can use the Weekly Working Hours section to define the hours per day of the week that an employee is expected to work to meet the requirements of their assignment. You can select the Weekly Working Hours from the transaction questionnaire page. You can record hours for each working day using the Elapsed shift type, and start and end times for each working day using the Time shift type. The total working hours will measure and indicate if the weekly working hours that you entered is less or greater than the assignment working hours per week.

The Weekly Working Hours section has been added to these responsive employment transactions:

Hire Employee
Add Contingent Worker
Add Non Worker
Add Pending Worker
Edit Pending Worker
Convert Pending Worker
Create Work Relationship
Employment Info
Employment Details
Add Assignment
Local and Global Transfer
Promote
Transfer
Change Working Hours
Change Assignment

The seeded notification template is changed to include the Weekly Working Hours section for these employment flows:

Promote
Transfer
Local and Global Transfer
Change Working Hours
Change Assignment

You need to customize the notification template to include the Weekly Working Hours section for these employment flows:

Hire Employee
Add Contingent Worker
Add Non Worker
Add Pending Worker
Edit Pending Worker
Convert Pending Worker
Create Work Relationship
Add Assignment
Employment Info
Employment Details

You will see the weekly working hours information in all relevant BIP notifications for a transaction. In case there are no weekly working hours defined, the notification won’t display the weekly working hours attributes.

You can enable the Weekly Working Hours section using HCM Experience Design Studio.

Questionnaire Page

Elapsed Shift Type - Hours and Minutes

Time Shift Type - Start and End Time

You can manage the weekly working hours for a worker’s assignment as part of your other employment transactions, making it easier and faster.

Steps to Enable

The Weekly Working Hours section is hidden out-of-the-box. To enable this section in the responsive flow, you must use HCM Experience Design Studio.

Tips And Considerations

The Work Day Definition and Day Start Time fields are hidden out-of-the-box. You can enable these fields using HCM Experience Design Studio.
On the Employment Info page, the Weekly Working Hours section is collapsed by default, and will be displayed only if the worker has weekly working hours data.
When you delete the assignment, the weekly working hours data will also be deleted.
When you delete the date effective assignment split, the corresponding date effective split of the weekly working hours will also be deleted.
The REST service doesn’t support managing weekly working hours.
The Weekly Working Hours section doesn't support flexfields.
When you change the weekly working hours for any day in the responsive UI, the change doesn’t affect the Working Hours attribute. Therefore, the FTE doesn’t change and remains the same.
The Working Hours Type (Work Day/Frequency) field isn’t available in the responsive UI. This field has been removed from the Weekly Working Hours section in the responsive UI. This is because you can directly change the Working Hours attribute in the Assignment section of the responsive UI for implementing working hours type as frequency.

Key Resources

For more information, you can refer to these additional resources:

Transaction Design Studio – What It Is and How It Works (Document ID 2504404.1) on My Oracle Support
Implementing Global Human Resources guide, Chapter 38 - Other Setup and Maintenance Tasks: HCM Experience Design Studio on the Oracle Help Center

Payroll Section in Add Assignment Flow

You can now enter payroll information in the newly added Payroll Details section of the Add Assignment responsive flow.

Questionnaire Page

Payroll Details Section in Add Assignment Flow

You can manage the payroll details for a worker’s assignment as part of your add assignment transaction, thus making it easier and faster.

Steps to Enable

The Payroll section is hidden out-of-the-box. To enable this section in the responsive flow, you must use HCM Experience Design Studio.

Tips And Considerations

These attributes will be available in the BIP notification query that is used to fetch payroll data for the Add Assignment flow:

AssignedPayrollId
Payroll
StartDate
CloseDate
EndDate
OvertimePeriodForPayroll
TimeCardRequiredForPayroll
EffectiveStartDate
EffectiveEndDate
TaxReportingUnit
OvertimePeriodPayAssignment
TimeCardRequiredPayAssignment

NOTE: All these attributes will also be available in the BIP notification query that is used to fetch payroll data in the New Hire flow.

Key Resources

For more information, you can refer to these additional resources:

Transaction Design Studio – What It Is and How It Works (Document ID 2504404.1) in My Oracle Support
Implementing Global Human Resources guide, Chapter 38 - Other Setup and Maintenance Tasks: HCM Experience Design Studio in Oracle Help Center

Enhancements for V3 Seniority Dates

We have enhanced the Migrate to Version 3 of Seniority Dates process with the addition of these new parameters:
- V2 Seniority to Non-Cumulative V3 Seniority
- V1 and V2 Seniority to Non-Cumulative V3 Seniority
- V1 to Non-Cumulative and V2 to Cumulative V3 Seniority

These existing parameters are renamed in the process:

V1 Seniority to Non-Cumulative V3 Seniority
V2 Seniority to Cumulative V3 Seniority

This table describes the parameters:

Parameter	Description
V1 Seniority to Non-Cumulative V3 Seniority	Migrate seniority data from V1 version of seniority to V3 version of seniority dates and create non-cumulative seniority rules in V3.
V2 Seniority to Cumulative V3 Seniority	Migrate seniority data from V2 version of seniority to V3 version of seniority dates and create cumulative seniority rules in V3.
V2 Seniority to Non-Cumulative V3 Seniority	Migrate seniority data from V2 version of seniority to V3 version of seniority dates and create non-cumulative seniority rules in V3.
V1 and V2 Seniority to Non-Cumulative V3 Seniority	Migrate seniority data from both V1 and V2 versions of seniority to V3 version of seniority dates. The resulting V3 rules will be non-cumulative for both V1 and V2 seniority dates.
V1 to Non-Cumulative and V2 to Cumulative V3 Seniority	Migrate seniority data from both V1 and V2 versions of seniority to V3 version of seniority dates. The resulting V3 rules will be non-cumulative for V1 seniority and cumulative for V2 seniority dates.

New and Updated Parameters

Enable the user to change the V3 seniority rule configuration by allowing them to delete transaction data for the selected seniority rule using the new Seniority Dates V3 - Remove Seniority Dates Transaction Data diagnostic process. The V3 seniority rules setup does not allow the configuration to be changed for a particular rule if the transaction data exists. Using the diagnostic process, the user can delete the transaction data for a selected seniority rule, and make the required configuration change. These are the details of the process:

Diagnostic Test Name	Diagnostic Test Description
Seniority Dates V3 - Remove Seniority Dates Transaction Data	This diagnostic test allows you to remove the transaction data for seniority dates version 3. Once this process is completed, you can make configuration changes for the selected seniority rule.

Diagnostic Test Search

The diagnostic process can be run only for a single V3 seniority rule which can be active or inactive. The test can be run in two modes:

Validate: The seniority rule transaction data is not deleted in this preview mode.
Commit: The seniority rule transaction data is deleted for the selected rule.

When the process is run in the Validate mode, the user can choose to automatically generate manual adjustments in the HCM Data Loader format. The adjustments can be loaded back after the configuration change, hence making the overall process simpler.

NOTE: The application will generate the HCM Data Loader output in the process log file, and the output will be generated only in the Validate mode.

These are the recommended steps to perform the configuration change for a V3 seniority rule:

Run the Seniority Dates V3 - Remove Seniority Dates Transaction Data process in Validate mode and generate the manual adjustments in the HCM Data Loader format.
Verify the results.
Run the Seniority Dates V3 - Remove Seniority Dates Transaction Data process in Commit mode. This will remove the transaction data, and you can make configuration changes in the seniority rule.
Perform the configuration changes for the desired seniority rule.
Run the Calculate Seniority Dates process for the selected seniority rule.
Load the manual adjustments using HCM Data Loader with the data generated in step 1.
Run the Calculate Seniority Dates process for the selected seniority rule.

You can migrate V1 and V2 seniority dates to V3 seniority dates in one go. Also, you can choose to create your V3 seniority rules as cumulative or non-cumulative when migrating from V2.
You can change the seniority configuration for a single seniority rule even if it’s used in the calculation.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

For more information, you can refer to the Oracle Help Center for the following guides:

Implementing Global Human Resources guide, Chapter 10 - Employment: Seniority Dates > Process to Migrate Seniority Dates
Integrating with HCM guide, Chapter 9 - Loading Workers > Guidelines for Loading Seniority Dates

For more information, you can refer to My Oracle Support for the following documents:

Self-Service Data Integrity Framework for Employment Flows - Part 1 (Doc ID 2548287.1) > Migrate from V3 to V2 or V1 - Correct diagnostic test
Troubleshooting Seniority Dates - Frequently Asked Questions (Doc ID 2676772.1)

Improved Edit Work Relationship Page

We have improved the user experience with these changes to the responsive Edit Work Relationship:

The Work Relationship Info section is now made optional.
The Worker Type attribute is added hidden out of the box.
The attributes are reordered in the Enterprise and Primary Information sections.

You can now control the visibility of the Work Relationship Info section using HCM Experience Design Studio.

Work Relationship Info Section Is Optional

Questionnaire Page

Worker Type Attribute Is Hidden Out-of-the-Box

You can now design your user experience for the responsive Edit Work Relationship.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

For more information, you can refer to these additional resources:

Transaction Design Studio – What It Is and How It Works (Document ID 2504404.1) on My Oracle Support
Implementing Global Human Resources guide, Chapter 38 - Other Setup and Maintenance Tasks: HCM Experience Design Studio on the Oracle Help Center.

Secured Approval Notifications for Employment Flows

We have improved the user experience by now using secured approval notifications in responsive employment flows. These notifications have been secured using data privileges:

Edit Pending Worker
Edit Work Relationship
Cancel Work Relationship
Employment Details
Employment Contract
Eligible Jobs
Additional Assignment Info
Manage Directs
Delete Assignment
Termination
Resignation
Reverse Termination
Withdraw Resignation
Correct Termination

NOTE: There are no data security changes for other employment notifications.

For example, in the Edit Work Relationship flow, these are the set of approvers with their respective privileges and functions.

Approver	Approver Access	View Access	Edit Access
A1	Approver has only view access to the PER_VIEW_WORK_RELATIONSHIP_DATA table.	A1 can view the current and proposed work relationship changes on the BIP notification.	A1 can’t edit the transaction.
A2	The approver is an HR analyst and can view all people. The approver has edit work relationship access only for department 1 and doesn’t have access to the worker's department 2.	A2 can view the current and proposed work relationship changes on the BIP notification.	When A2 clicks Edit on the notification, they will see this error message on the transaction page: You don’t have access to this worker’s assignment info.
A3	The approver is a line manager and has edit access, but doesn’t have access to worker's assignment information.	A3 can’t view the current and proposed work relationship change section on the BIP notification. They will see this error message on the notification: You don’t have access to this worker’s assignment info.	When A3 clicks Edit on the notification, they will see this error message on the transaction page: You don’t have access to this worker’s assignment info.
A4	The approver has functional privilege and edit access to the worker's assignment information. Functional Privilege: PER_EDIT_WORK_RELATIONSHIP Data Privilege: PER_VIEW_WORK_RELATIONSHIP_DATA PER_EDIT_WORK_RELATIONSHIP_DATA PER_MANAGE_WORK_RELATIONSHIP_DATA	A4 can view the current and proposed work relationship changes on the BIP notification.	A4 can edit the transaction.

BIP Notification for Worker A1

BIP Notification for Worker A2

BIP Notification for Worker S1

BIP Notification for Worker S2

Error Message on Transaction Page for Workers A2 and S1

Questionnaire Page for Worker S2

Secured notifications allows for approvals to process with only need to know information.

Steps to Enable

You don't need to do anything to enable this feature.

Client List of Values for Reporting Establishment and Grade Step

We have improved the user experience with the new client list of values (LOVs) for Reporting Establishment and Grade Step on employment pages. You can now get relevant suggestions as you start typing in the LOV.

List of Values for Reporting Establishment

List of Values for Grade Step

This table lists the profile options for these LOVs. These profile options are delivered with a Site level value of N. Client LOVs use the "contains" logic and return results containing the characters you enter. You can optionally change this logic to "starts with" for individual LOVs to return results that start with the characters instead. To do so, change the Site level value of the corresponding profile option code from N to Y. Changing the Site level value changes the search logic for all instances of the LOV if it's used in more than one page.

Object	Profile Option Code
Reporting Establishment	ORA_PER_LOV_SEARCH_REPORTINGESTABLISHMENTS_STARTSWITH
Grade Step	ORA_PER_LOV_SEARCH_GRADESTEPS_STARTSWITH

You can now easily find the value by typing the first few relevant letters in the LOV. Moreover, these LOVs support large number of values to be searched quickly.

Steps to Enable

Make the feature accessible by assigning or updating privileges and/or job roles. Details are provided in the Role section below.

Tips And Considerations

Since the Reporting Establishment and Grade Step LOVs have been changed to REST-based LOVs, there may be an impact on the Design Studio and AutoComplete rules you may have. You must validate the impact on these rules post the update.

Key Resources

For more information about client LOV's, see the following resources:

18B HCM Common What's New feature: Faster Rendering of Values Using Client List of Values (LOV's)
18C HCM Common What's New feature: New Client LOVs
HCM Security Upgrade Guide

Role Information

This table lists the functional privileges for each client LOV:

Object	Security Privilege Name and Code	Privilege Type	Job Role Name
Reporting Establishment	Use REST Service - Workforce Structure List of Values ORA_PER_REST_SERVICE_ACCESS_WORKFORCE_STRUCTURE_LOVS	Aggregate	Human Resource Analyst Human Resource Specialist Line Manager Use REST Service - Worker as Manager Use REST Service - Worker Employment
Grade Step	Use REST Service - Workforce Structure List of Values ORA_PER_REST_SERVICE_ACCESS_WORKFORCE_STRUCTURE_LOVS	Aggregate	Human Resource Analyst Human Resource Specialist Line Manager Use REST Service - Worker as Manager Use REST Service - Worker Employment

Questions and Section Headers Changed on Questionnaire Page for Employment Flows

We have rephrased the questions on the questionnaire page and renamed their associated section headers to make them more user-friendly on various responsive employment flows. For example, the Reassign Reports section header has been renamed to Reassign Existing Reports.

Sections Header Renamed on the Questionnaire Page

This table lists all the changes:

Flow	Section Header Before 20D	Section Header as of 20D
Add Assignment	Contract	Contract Info
Change Legal Employer	Contract	Contract Info
Employment Contracts	Contract	Contract Info
Local and Global Transfer	Contract	Contract Info
Employment Info	Contract Details	Contract Info
Change Legal Employer	Work Relationship	Work Relationship Info
Local and Global Transfer	Work Relationship	Work Relationship Info
Mass Legal Employer Change	Payroll	Payroll Details
Cancel Work Relationship	Assignment Info	Assignment
Edit Work Relationship	Assignment Info Region	Assignment
Employment Details	Assignment Info	Assignment
Cancel Work Relationship	Worker Representative Region	Need Help? Contact Us.
Edit Work Relationship	Worker Representative Region	Need Help? Contact Us.
Resignation	Worker Representative Region	Need Help? Contact Us.
Termination	Worker Representative Region	Need Help? Contact Us.
Withdraw Resignation	Worker Representative Region	Need Help? Contact Us.
Edit Work Relationship	Enterprise and Primary Info	Start Date and Primary Info
Hire an Employee	Managers	Assign Managers
Add Contingent Worker	Managers	Assign Managers
Add Nonworker	Managers	Assign Managers
Add Pending Worker	Managers	Maintain Managers
Edit Pending Worker	Managers	Maintain Managers
Create Work Relationship	Managers	Maintain Managers
Local and Global Transfer	Managers	Maintain Managers
Change Legal Employer	Managers	Maintain Managers
Promote	Managers	Maintain Managers
Transfer	Managers	Maintain Managers
Change Assignment	Managers	Maintain Managers
Change Manager	Managers	Maintain Managers
Add Assignment	Managers	Maintain Managers
Local and Global Transfer	Reassign Reports	Reassign Existing Reports
Change Legal Employer	Reassign Reports	Reassign Existing Reports
Promote	Reassign Reports	Reassign Existing Reports
Transfer	Reassign Reports	Reassign Existing Reports
Change Assignment	Reassign Reports	Reassign Existing Reports
Change Location	Reassign Reports	Reassign Existing Reports
Change Manager	Reassign Reports	Reassign Existing Reports
Hire an Employee	Direct Reports	Add Direct Reports
Add Contingent Worker	Direct Reports	Add Direct Reports
Add Nonworker	Direct Reports	Add Direct Reports
Create Work Relationship	Direct Reports	Add Direct Reports
Local and Global Transfer	Direct Reports	Add Direct Reports
Change Legal Employer	Direct Reports	Add Direct Reports
Promote	Direct Reports	Add Direct Reports
Transfer	Direct Reports	Add Direct Reports

You will see more user-friendly language on various responsive employment flows.

Steps to Enable

You don't need to do anything to enable this feature.

Legal Employer and Country Parameters Added for Mass Legal Employer Action in HCM Experience Design Studio

We have improved the user experience for the Mass Legal Employer Change action in HCM Experience Design Studio. You can now use the newly added Legal Employer and Country parameters that refer to the destination legal employer and country.

Mass Legal Employer Change Action

Legal Employer and Country Parameters

You can configure the HCM Experience Design Studio rules for the legal employer and country level parameters when you do the mass legal employer change transaction. By doing this, you can minimize the manual errors during the transaction.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

For more information, you can refer to these additional resources:

Transaction Design Studio – What It Is and How It Works (Document ID 2504404.1) on My Oracle Support
Implementing Global Human Resources guide, Chapter 38 - Other Setup and Maintenance Tasks: HCM Experience Design Studio on the Oracle Help Center

Tax Reporting Unit Fields Added to Worker Data File in HCM Data Loader

We have added the Tax Reporting Unit ID and Tax Reporting Unit fields to the worker data (worker.dat) file when creating workers, work relationships, or assignments using HCM Data Loader. The user can pass the TRU ID or TRU name when loading workers in these scenarios:

Hiring a worker
Creating a new work relationship
Global transfer
Adding a new assignment

The values passed by the user when loading workers will be saved in the PER_ASSIGNMENT_EXTENSIONS_F staging table. The worker data file will show these additional attributes:

Tax Reporting Unit ID
Tax Reporting Unit

NOTE: This data will be used in future by the Payroll product. Therefore, it's recommended not to supply data for the TRU ID and TRU fields in the worker.dat file unless it's ready to be used in Payroll. When this feature is activated for Payroll, you will see the feature under the Workforce Rewards section of the What's New for your country.

The user can now load the TRU value once when creating workers, work relationships, or assignments and they won't need to load the value separately.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

This table shows the HCM Data Loader operations that you can use to perform the action in the PER_ASSIGNMENT_EXTENSIONS_F staging table:

Action	HCM Data Loader Operation
Insert Data	New Worker Load New Work Relationship Load Global Transfer and Global Temporary Assignment New Assignment
Remove Data	Cancel Work Relationship Remove Person Module – GDPR
Update or Correct Data	You can’t update or correct data in the PER_ASSIGNMENT_EXTENSIONS_F table.

Key Resources

For more information, you can refer to the Oracle Help Center for the following guide:

Integrating with HCM guide, Chapter 9 – Loading Workers

Enhanced Grade Lookup in Retained Grade Context of Assignment Extensible Flexfield

We have improved the ability of users to select all active grades if the grade ladder is not selected in the Retained Grade Context of the assignment extensible flexfield.

Active Grades in Retained Grade Context

If a grade ladder is specified, then the list of grades is filtered based on that grade ladder. If no grade ladder is specified, then the list includes all grades even if the grade is not associated with any grade ladder.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

This change will be applied to all pods where the SQL attached to the ORA_PER_RETGRD_GRADE_VS value set hasn’t been modified by the user.

Key Resources

For more information, you can refer to the Oracle Help Center for the following guide:

Implementing Global Human Resources guide, Chapter 10 - Employment: Assignments > Create Grade Retention Page and Associate With Retained Grade Context

Checklists

Single Summary Notification for Checklist Tasks Per Performer, Per Day, Per Checklist

You can reduce the inflow of multiple checklist task notifications and instead enable users to receive a single summary notification per performer, per day, per checklist. This applies to both Actionable as well as FYI notifications.

Option to Enable Combine Task Notifications During Checklist Setup

Combined Task Notification for Line Manager

You can reduce the number of task email notifications and enhance user ability to quickly prioritize tasks based on summary.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

This feature will not replace your existing application behavior, but if you want to leverage the feature, you have to make the necessary configuration changes.

This is NOT enabled by default. It can be enabled by checking the Combine Task Notifications check box in the Display Properties tab.

If summary notification is enabled, individual task notifications won't be sent. However, any task actions done after the summary notification is sent for the day will be sent as separate (or individual) notifications.

The summary notification isn't sent for reminders.

The summary notification is sent when tasks are reassigned.

This feature is applicable for all notifications (Email, Bell, Worklist, Things to Finish).

The Notification Actions menu is not available in this summary notification.

If you don't want the task performer to mark a task as complete or not applicable, you can enable the summary notification, as the Complete and Not Applicable buttons are not available in the summary notification.

The Actions Required section lists out the tasks that needs to be performed by the user receiving this notification.

Clicking on More Details link for the Action Required tasks takes the user to the task details page.

The FYI section lists out tasks of other performers.

Since this is a summary notification, details like task description, owner, status, start date are not available in this notification.

This notification can be personalized. The BIP Template for this notification is ChecklistTaskCombinedNotificationReport and the Data Model is ChecklistTaskCombinedNotificationDataModel.

Edit an Allocated Checklist Task in Responsive Pages

You can now take advantage of the ability to edit an allocated checklist task through responsive UI by modifying task attributes, notes, notification overrides, and display properties.

These are the task attributes you can edit:

Required
Sequence
Actual Start Date
Actual End Date
Owner
Attachments
Add Attachments to Document Records
Comments
Description

Edit Allocated Task

Edit Task Details

Edit Additional Task Details

Maintain data accuracy in an allocated task and provide the ability to modify task attributes after a task is allocated.
Provides the same functionality available as in the classic Allocate Checklists, for a smoother transition from the classic to the responsive, without any significant business process change.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

This feature is available only from the responsive Allocate Checklists under My Team or My Client Groups.

Ability to edit a task can be controlled using the Display Properties feature for Checklist Tasks. For more information on Checklist Display Properties, refer to the HCM 20C What's New: Configure Checklist and Task Display Properties

On the responsive pages, the task status can't be updated to any status other than Complete or Not Applicable. This update occurs when the task performer clicks on the appropriate button. Other task statuses are automatically updated based on the life cycle of the task.

Edit an Allocated Checklist in Responsive Allocate Checklists

You can now edit an allocated checklist in the Allocate Checklists responsive page by updating checklist description, comments, and checklist display properties.

Edit an Allocated Checklist

Edit Details of Allocated Checklist

This feature gives you the ability to:

Maintain data accuracy in an allocated checklist and provide the ability to add comments for an allocated checklist.
Provides the same functionality available as the classic Allocate Checklist, for a smoother transition from classic to responsive, without any significant business process change.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

This feature is available only from the responsive Allocate Checklists under My Team or My Client Groups.

Ability to edit an allocated checklist can be controlled using the Display Properties feature for Checklists. For more information on Checklist Display Properties, refer to the HCM 20C What's New: Configure Checklist and Task Display Properties.

These actions aren't supported on the responsive Allocate Checklists:
- Creating and adding an adhoc checklist. This is to ensure there is a single source for allocated checklists. Instead, a blank checklist template can be created. This can be allocated and tasks can be added to this.
- Duplicating an existing allocated checklist. Instead, it's possible to allocate another instance of the same checklist template.
- Editing the allocated checklist name. This is to maintain data integrity and prevent user confusion with allocated checklist name changes.
- Editing the allocated checklist status. This is to prevent data corruption. Allocated Checklist statuses are auto-updated based on the overall task status. Additionally, the options of force close or delete checklist can be used.
- Editing of the allocated checklist descriptive flexfield (PER_ALLOCATED CHECKLISTS_DFF). Instead, you can use the Comments field.

Ability to Mass Reassign Checklist Tasks

You can now manage checklist tasks effectively by mass reassigning your tasks to another user.

Reassign Multiple Tasks

Reassign multiple tasks at the same time rather than one task at a time.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Maximum of 10 tasks can be selected at a time to be reassigned.

You can only reassign tasks where you are the performer. However, not all pages will support this reassignment due to performance reasons.

When tasks are reassigned, a notification will be sent to the new assignee.

If summary notifications are enabled, it will be sent when tasks are reassigned.

Reassign of multiple tasks is currently supported only from these pages:
- My Team > Onboarding > My Tasks
- My Client Groups > Onboarding > My Tasks
- Me > Checklist Tasks > Current Tasks > To Do for Myself
- Me > Checklist Tasks > Current Tasks > To Do for Others

Reassign of multiple tasks is currently not supported from these pages due to page load performance reasons:
- My Team > Onboarding > Employees > Employee Progress Page > My Tasks
- My Client Groups > Onboarding > Employees > Employee Progress Page > My Tasks
- My Team > Quick Actions > Employment > Allocate Checklists > Employee Progress Page > My Tasks
- My Client Groups > Quick Actions > Employment > Allocate Checklists > Employee Progress Page > My Tasks
- Me > Checklist Tasks > In-Progress Checklists > Select a checklist > My Tasks

Additional Person Info as a Checklist Application Task

Make use of the Additional Person Info application task when configuring a checklist task. This takes the worker to their Additional Person Info responsive page in Personal Info.

Additional Personal Info Task Setup

Additional Personal Info Task Page

Additional Personal Info Task Details

Provide workers direct access to Additional Person Info via checklists.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Users need to have the required security privileges to access this task.
Configure the Additional Person Info page so that employees, contingent workers, or line managers can access it. For more information, see the HCM 20D What's New: Quick Action Access to Additional Person Info for Employees, Contingent Workers, and Line Managers

Allocated Checklist Deletion Enhanced

You can effectively streamline data protection requirements of individuals and the organization when deleting allocated checklists. When you delete an allocated checklist, all associated tasks and data related to those tasks like configurable forms, questionnaires and attachments, are also deleted.

This is applicable to allocated checklists you delete using any of these methods: user interface, HCM Data Loaded (HDL), HCM Spreadsheet Data Loader (HSDL), REST, and Remove Person Information.

This allows you to:

Effectively manage organization and individual data protection requirements for allocated checklists.
Reduced steps in deleting checklist related data.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Attachments or documents that are stored in Document Records are not deleted when an allocated checklist is deleted. They need to be specifically deleted from Document Records.

Use Secured HSDL Objects for Checklists

You can now use secured HCM Spreadsheet Data Loader (HSDL) spreadsheets to ensure data accuracy and to enable business users to perform mass actions on checklists. The fields that are secured are Person ID and User Keys (Person Number).

This feature allow you improved data accuracy and control access of business users to select persons as permitted by their security profile.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

For more details on HSDL, refer to the Integrating with HCM Guide available in the Oracle Help Center.

Document Records

Document Records of Payroll Category Excluded by Default

Improve user experience when viewing document records with document records of payroll category now excluded by default on the list page. The Exclude Payroll category filter is by default set to Yes and excludes document records of type payroll in the search results.

Exclude Payroll Document Records

Exclude Payroll Filter Removed

Benefits of this feature are:

Enhanced user experience by this default filter as most users access payroll related documents from dedicated payroll pages.
Faster access to non-payroll document records by eliminating the need to search from a large list of document records.
Improved page load performance since results are narrowed down.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

By default, this filter is set to "Exclude".

Expired Document Records Excluded by Default

You can make use of the improved faceted search filters on the Document Records list page that excludes expired document records by default. The Exclude Expired Documents filter is set to Yes by default and excludes document records which have the To Date lesser than the Current Date.

Exclude Expired Document Records

Expired Filter Removed

With this feature you will:

Have faster access to relevant document records by eliminating the need to search for the active document record from the list of all inactive ones.
See Improved page load performance since results are narrowed down.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

By default, this filter is set to "Exclude".

Display of Additional Document Record Attributes

You can now see additional document record attributes on the Document Records page, eliminating the need to drill down further on the page. The additional attributes are Document Number, From Date, To Date, Issuing Country, Issued On, and Attachment Count.

Additional Attributes on the Document Records Page

This helps to differentiate similar document records and saves time for users who can quickly identify the correct document records that need to be reviewed or edited.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Additional attributes are displayed only when you click the "v" expand icon.
Attributes which don't have a value won't be displayed.

Simplify Viewing of Document Records

You can use View More Details (eyeglass icon) to go to the document record drill-down page instead of the document name hyperlink which is now removed.

Use the View More Details Icon to View Document Record Details

Displays Document Record Details

This feature helps view the document record details for all document records, irrespective of the configuration of the document name attribute.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

The document name is no longer a hyperlink, as this attribute might be configured as non-relevant and not required, hence it won't be displayed on the Document Records list page.

Global HR Replaced or Removed Features

From time to time, Oracle replaces existing features with new features, or removes existing features.

Replaced features may be put on a path of removal, the features below will let you know what update you will have to have moved to the newer feature. As a best practice, you should move to the newer feature as soon as possible for full support and to stay up with the latest updates that the product offers.

Any feature that is removed, will have an Update in which that feature is no longer available. Please make necessary plans to move off the feature by the Update indicated, as it will no longer be available.

Allocate Checklists Available Only in Responsive Pages from 20D

Migrate to the Allocated Checklists responsive pages to leverage the enhanced features introduced in release 18C.

NOTE: From 20D onwards, allocated checklists in Classic UI will no longer be supported.

These are the benefits of moving to the Allocated Checklists responsive pages:

Renders the page on any device (desktop, laptop, tablet, mobile phone, etc.) seamlessly, thereby providing a consistent user experience across devices.
Simplifies the user experience by allowing display, search, and allocation of checklists of all categories.
Prevents adhoc creation and duplication of checklists by users.
Maintains data integrity of allocated checklist and task details, by restricting adhoc updates to names and descriptions of allocated checklists and tasks.
Provides control over updates to checklist and task statuses by removing the ability to manually update checklist and task status to non-relevant status values.
Allows modifying task performers by leveraging reassign task functionality.
Allows ability to specify if comments and attachments are enabled for tasks and if those attachments need to be stored automatically in document records.

Steps to Enable

In order to enable you must enable the following profile option and should have enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option.

Field	Value
Profile Option Code	PER_CHECKLIST_RESPONSIVE_ENABLED

To enable the profile option, navigate to the Setup and Maintenance work area:

Search for and click the Manage Administrator Profile Values task.
Search for and select the profile option.
Click to add a new Profile Value.
Select the Level as Site.
Enter a Y in the Profile Value field.
Click Save and Close.

When the profile option is enabled, the Allocated Checklists self-service actions will take the user to the new self-service flows and the classic flows will no longer be available.

Key Resources

For more information on creating and enabling the profile options, refer to the following document on My Oracle Support:

HCM Responsive User Experience Setup Information- (Document 2399671.1)

For information on Manage Allocated Checklists, refer to Manage Allocated Checklists Redesigned under Global Human Resources in the release 18C What's New.

Access to Change Legal Employer Flow Ends in Update 20D

We announced in the 20B Whats New that you can’t access the Change Legal Employer flow in the application from update 20D onwards. We suggest you move quickly to start using and taking advantage of the responsive Local and Global transfer flow to change the legal employer of a worker.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

When using Oracle Recruiting Cloud, you can still start the Change Legal Employer flow from the job offer.

Human Capital Management for Australia

Oracle HRMS (Australia) supports country specific features and functions for Australia. It enables users to follow Australia’s business practices and comply with its statutory requirements.

New STSL Check Box on the Employee's Statutory Deductions Calculation Card

A new STSL check box has been added in the Tax File Number Declaration section of the employee's Statutory Deductions calculation card. You select this check box to indicate that you need to repay the Study and Training Support Loans to the Australian Taxation Office.

STSL Check Box on the Employee's Statutory Deductions Calculation Card

You can now select the STSL check box to indicate that you need to repay the Study and Training Support Loans to the Australian Taxation Office.

Steps to Enable

You don't need to do anything to enable this feature.

Human Capital Management for Ireland

Oracle HRMS (Ireland) supports country specific features and functions for Ireland. It enables users to follow Ireland’s business practices and comply with its statutory requirements.

Enable International Transfer Payment Type

You can create Electronic Funds Transfer (EFT) payment method for employees to transfer funds to foreign banks, if an organization payment method with International Transfer payment type exists for your legislative data group.

Here's how you can enable International Payment Type:

Use the task Configure Legislation for Human Resources.
Select the country as Ireland.
Go to Payment Types and verify that International Transfer is enabled.

To create the organization payment method:

In the Payment Distribution work area, click Organization Payment Methods.
In the Search Results section, click Create.
Select your legislative data group for Ireland.
Select the payment type International Transfer.
Set the date this payment method is to be available for use and save the details.

You can now add this payment method for an employee using the Create Personal Payment Method option. When you create the personal payment method for an employee with International Transfer as payment type, you can select the country where the international bank account resides.

International Transfer payment type supports payment methods for electronic funds transfer (EFT) to a country different from the originating payment source. With this feature, you can do this by creating an organization payment method with International Transfer Payment type for your legislative data group. You can create EFT payment methods for employees to transfer funds to foreign banks.

Steps to Enable

You don't need to do anything to enable this feature.

Human Capital Management for Netherlands

Oracle Fusion HRMS (Netherlands) supports Dutch-specific features and functionality. It enables users to follow Dutch business practices and comply with its statutory requirements.

Dutch Full Name Formats

These additional name components are available in the Dutch Name Style:

Partner Prefix
Partner Last Name
Name Format

Optionally, you can record an employee's partner's name. Select a partner name format that represents how the employee would prefer their name to be represented where the full name is used in the application. If no name format is selected on the employee’s record, the default full name format is used for that employee.

This feature gives you the flexibility to record and specify an employee’s preferred name format for use in statutory reports and anywhere else that the Full Name format would otherwise be used.

Steps to Enable

You don't need to do anything to enable this feature.

Human Capital Management for Switzerland

Oracle HRMS (Switzerland) supports country specific features and functions for Switzerland. It enables users to follow Swiss business practices and comply with its statutory requirements.

Enable International Transfer Payment Type

Here's how you can enable International Payment Type:

Use the task Configure Legislation for Human Resources.
Select the country as Switzerland.
Go to Payment Types and verify that International Transfer is enabled.

To create the organization payment method:

In the Payment Distribution work area, click Organization Payment Methods.
In the Search Results section, click Create.
Select your legislative data group for Switzerland.
Select the payment type International Transfer.
Set the date this payment method is to be available for use and save the details.

International Transfer payment type supports payment methods for Electronic Funds Transfer (EFT) to a country different from the originating payment source. With this feature, you can do this by creating an organization payment method with International Transfer Payment type for your legislative data group. You can create EFT payment methods for employees to transfer funds to foreign banks.

Steps to Enable

You don't need to do anything to enable this feature.

Contract Validation

The Worker Data Validation report validates the main contract for a work relationship. These were previously removed from the Manage Employment task. If there is only one contract available, then this must be selected as the main contract. If there are multiple contracts available, you must indicate one contract as the main contract.

Here's a sample of the Worker Data Validation report with the contract validations:

As multiple contracts are supported by Switzerland, this feature validates that there can only be one contract selected as the main contract. And, the report also validates that at least one contract must be entered and selected as the main contract for the employee.

Steps to Enable

You don't need to do anything to enable this feature.

Global Payroll Interface

Oracle Global Payroll Interface supports features to send personal payroll information to third-party payroll providers and then to import processed payroll data into Oracle Fusion Global HR. You can copy and modify predefined extract definitions to meet the requirements of your third-party payroll provider. Before extracting data, payroll coordinators can optionally run the Calculate Gross Earnings process to calculate periodic values to validate gross earnings calculations. If you import processed payroll data or payslips from your third-party payroll provider, the data is available for further reporting and analysis.

ADP Global Payroll Interface Supports Description for Override Cost Centers

Use the configurable CostCenterOverride attribute to include a logically determined overriding cost center and its description in the ADP Global Payroll Interface.

Configure a fast formula to define the value and description of the overriding cost center as a string delimited by ~|. Map this formula to the delivered CostCenterOverride attribute.

For example,

DEFAULT FOR PER_PER_FIRST_NAME IS ' '

DEFAULT FOR PER_PER_PERSON_NUMBER IS ' '

/***

CostCenterCode = PER_PER_PERSON_NUMBER

CostCenterDesc = PER_PER_FIRST_NAME

**/

CostCenterCode = ‘Cost Center Code’

CostCenterDesc = ‘Cost Center Description’

l_computed_val = ' '

l_computed_val = CostCenterCode || '~|' || CostCenterDesc

RETURN l_computed_val

If you're reporting the CostCenterOverride attribute already to ADP, you can include the description now by updating the formula.

If you're including the description, do a baseline extraction. This approach avoids generation of the interface output for all employees. Perform data changes and regular extractions after the baseline extraction is complete.

You can pull cost centers and description from anywhere you have stored them such as, from Person Costing or custom flexfields.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

For more information, see these help topics in the guides located in the Oracle Help Center.

Implementing Global Payroll Interface
- Generate Baseline Extract
- Override the Cost Center Using Configurable Cost Center Override Attribute
Using Fast Formulas
- Overview of Using Formulas
- Overview of Writing Formulas

Worklife Solutions

Wellness

Oracle Wellness supports corporate initiatives to improve employee fitness and health through the use of opt-in wellness features. This application integrates with popular fitness tracking services to simplify and automate the acquisition of exercise data from a wide range of devices.

Ability to Mark a Team as Private

You can mark a wellness team as private so that its members are hidden. By making a team private, you can hide the info of team members from people who aren't part of the team.

To mark a team as private, you need to select the checkbox labelled as Private in the Create a Team page.

Create a Team Page

Once a team is marked as private the application will not display the name of the team members.

Wellness Teams Page Showing a Team as Private

Member Names of Private Teams Are Not Visible to People Who Are Not Part of the Team

You can mark a team as private to hide the information of team members from people who aren't part of the team.

Steps to Enable

You don't need to do anything to enable this feature.

Workforce Health and Safety Incidents

Oracle Health and Safety supports corporate initiatives to track and improve health and safety in the workplace.

Extend Your Source and Mechanism of Injury List of Values

Now you can classify the injury better as you can define the Source of Injury and Mechanism of Injury list of values to 3 more levels.

To provide for additional classification of an injury, the Source and Mechanism drop-down lists can now be extended and can dynamically provide up to 4 levels of values.

On the page it will display like this when a set of values is selected that have been linked together.

Source of injury Lookup Type and Related Lookup Types

By extending the Source and Mechanism of Injury analysis to 3 more levels, you can analyze injury details in the workplace better. For example, when you want to provide the Machinery details as the source of injury:

Machinery > Material and personnel handling machinery > Conveyor - powered > Conveyor - powered Unspecified

Example for Falls as the mechanism of the injury:

Falls or Slips or Trips >Falls – to lower level> Falls – collapsing structure or equipment> Falls – unspecified, collapsing structure or equipment

Steps to Enable

To define the lookup codes for Source and Mechanism of Injury:

From Home navigate to Others>Setup and Maintenance work area.
In the tasks panel, search for the Manage Environment, Health and Safety Configuration Settings task.
Click the task to open the Manage Environment, Health and Safety Configuration Settings page.
Search for the lookup type, ORA_HNS_SOURCE in the Environment, Health and Safety Incidents module.
The source of injury has 3 levels of lists that you can extend and use it for your organization. You can use the existing lookup codes or add lookup codes of your choice and define them for their Meaning, Description, and Date Range.
Specify the Display Sequence for the lookup codes the order in which they need to appear in the page.
Select Enabled check box for the user to find these lookup codes in the incident page. Note: Tagging doesn't work with any other lookup types other than the Source and Mechanism lookup types.
Click Save and Close.

The lookup types for Source of Injury:

ORA_HNS_SOURCE: Source of Injury
ORA_HNS_SOURCE_II: Source of Injury Level 2
ORA_HNS_SOURCE_III: Source of Injury Level 3
ORA_HNS_SOURCE_IV: Source of Injury Level 4

Similarly, search for ORA_HNS_MECHANISM lookup type in the Environment, Health and Safety Incidents module. You will find 3 levels of lookup types to which you can add lookup codes and define them as needed.

The lookup types for Mechanism of Injury:

ORA_HNS_MECHANISM: Mechanism of Injury
ORA_HNS_MECHANISM_II: Mechanism of Injury Level 2
ORA_HNS_MECHANISM_III: Mechanism of Injury Level 3
ORA_HNS_MECHANISM_IV: Mechanism of Injury Level 4

Setup and Maintenance Work Area > Manage Environment, Health and Safety Configuration Settings Page > Define the Source of Injury Extended Lookup Codes

The Lookup Codes are tied to the level above using Tags. ORA_HNS_SOURCE is the highest level in the hierarchy. ORA_HNS_SOURCE_LEVEL_IV is the lowest level.

For example to set up the hierarchy for Source of Injury for 4 levels as shown in the above image.

Level I - Source of Injury displays on the UI by default. To enable the additional levels (3 additional levels), you need to do the following:

In the lookup type ORA_HNS_SOURCE, select a Lookup Code that you want to link additional levels to. You can use any existing lookup codes or add a new one. New lookup codes can be added to any of the levels.

To add a second level that will display on the UI when the value, Machinery, is selected in the Source of Injury list, select the lookup type, ORA_HNS_SOURCE_LEVEL_II, the Tag ORA_MACHINERY was added to one or more of the lookup codes. In this case it was added to ORA_MAT_PER_HANDLE_MACH.

To add the third level, that will display on the UI when the value, Material and personnel handling machinery, is selected in the Source of Injury Level 2 list, select the lookup type ORA_HNS_SOURCE_LEVEL_III, the Tag ORA_MAT_PER_HANDLE_MACH was added to ORA_CONVEY_POWERED.

To add the fourth level, that will display on the UI when the value, Conveyor - powered, is selected Source of Injury Level 3 list, select the lookup type ORA_HNS_SOURCE_LEVEL_IV, the Tag ORA_CONVEYOR_POWERED was added to ORA_CONVEY_POWER_UNSPECIFIED.

The same process can be undertaken for Mechanism of Injury.

Stakeholder Section

You can now not only assign a stakeholder for the incident but also for the incident events, incident investigation, and incident actions too. In each of these pages of the incident, you have the Stakeholder section. You can assign a person as the stakeholder and provide the person type, and other relevant details.

A stakeholder can only view the incident activity that they are assigned to.

Assigning a Stakeholder of an Incident Investigation

NOTE: A stakeholder usually can view the incident. A stakeholder can review and modify if he or she is an owner, preapprover, reviewer or approver of the incident.

When you add or remove an employee as a stakeholder, a notification is sent to the person.

This feature helps you to note people who are interested in some aspect of the incident. Where the person is an employee, they can access the relevant page.

Steps to Enable

You don't need to do anything to enable this feature.

Additional Filters for Incident List View and Related Incidents Pages

As a professional user, you can now search for the incidents using the 2 new search filters in your Incidents work area: Incident Number and Incident Owner. As a professional user, you can now search for the incidents using the 2 new search filters in your Incidents work area: Incident Number and Incident Owner.

Newly Added Search Filters: Incident Number and Incident Owner

Click the gear wheel and personalize your search by selecting the Incident Owner and Incident Number check boxes.

Personalize Search by Enabling the Incident Owner and Number Check Boxes

This feature helps you track and report your organization-specific descriptive flexfield details.

Steps to Enable

You don't need to do anything to enable this feature.

Hide or Change Incident Event Type Names

As an administrator, you can now show or hide the incident events both for the professional user and an employee and even modify the name of the event. The configuration page lets you select the events to show or hide and to change the event name. For example, the administrator modifies Ergonomics as Ergonomy. The professional user when adding an event will see the modified name of the event. The employee will see the event tile when reporting an incident.

Modified Event Name for Professional User Flow

The employee will see the event tile when reporting an incident.

Modified Event Name for the Employee Self-Service Flow

This feature provides you the ability to configure the incident management as required and give a solution to meet the incident reporting process.

Steps to Enable

You can configure the Incident Events Lookup in Setup and Maintenance work area.

Manage Incident Events Lookup

From Home navigate to Others>Setup and Maintenance work area.
In the tasks panel, search for the Manage Environment, Health and Safety Incident Events task.
Click the task to open the Manage Incident Events Lookup page.
You can modify the event Meaning of the lookup code if you want to change the event name. Modify the Description as required.
Select the Enable for Professional User and Enable for Employee Self-Service check boxes, respectively. If you want to hide the event for the professional user or employee, deselect the check boxes.
Click Save and Close. The changes are into effect immediately.

Volunteering

Oracle Volunteering enables organizations to promote corporate social responsibility initiatives by creating service opportunities for employees to engage and get involved in causes that are most important to each individual.

Ability to Mark a Team Private

You can mark a volunteering team Private so that its members are hidden. By making a team private, you can hide the info of team members from people who aren't part of the team.

Mark a Team Private

Private Volunteering Teams

Member Names Not Visible in Private Teams

You now have the ability to keep team information private.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Deselected by default
Searchable only by team name

Configurable Project Surveys

You can add or modify questions in project surveys to get feedback on volunteering projects. The feedback helps you to assess which volunteering projects have fared well and in what aspects.

Configure the Questionnaire

View Results on Project Feedback Page

Survey Results

Analyze Survey Response

You can now conduct surveys of a volunteering event to see its success and what to change the next time you have the event.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

To configure the questionnaire, the subscriber should be Volunteering

View Volunteering History

You can now view and print a summary of your volunteering history from the Profile Preferences page. This displays your volunteering history by year.

Volunteering History by Year

Now volunteers can keep track their volunteering effort over years and print the summary for reference or to add to their profiles.

Steps to Enable

You don't need to do anything to enable this feature.

HR Optimizations

Transactional Business Intelligence for Human Capital Management

Oracle Fusion Transactional Business Intelligence is a real time, self service reporting solution offered to all Oracle® Fusion application users to create ad hoc reports and analyze them for daily decision-making. Oracle Transactional Business Intelligence provides human resources managers and specialists, business executives, and line managers the critical workforce information to analyze workforce costs, staffing, compensation, performance management, talent management, succession planning, and employee benefits.

Human Resources

New Subject Area On HCM Integrations

Enhance your reporting on HCM Extracts loaders with the addition of a new subject area named HCM Integrations Real Time. You can use this subject area to report on data loader, data extracts and data disposal components. All three components are part of a single subject area.

This new features allows you to report on all your integrations.

Steps to Enable

Leverage new subject area(s) by adding to existing reports or using in new reports. For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).

Role Information

BI Duty Role	BI Duty Role Name	BI Job Role	BI Job Role Name
FBI_HCM_DATA_EXCHANGE_TRANSACTIONAL_ANALYSIS_DUTY	HCM Data Exchange Transaction Analysis Duty	ORA_HRC_HUMAN_CAPITAL_MANAGEMENT_INTEGRATION_SPECIALIST_JOB	Human Capital Management Integration Specialist

Source Assignment - Global Transfer

Enhance your reporting on assignment details of the worker to report on the assignment of the worker that corresponds to the assignment immediately prior to a global transfer.

The source assignment was added to Global HCM in Update 20B. This represents the assignment immediately prior to a Global Transfer. The assignment doesn't appear on the page. The source assignment is for the assignment that is selected for the legal employer global transfer change. It can be for the primary or non-primary assignment and it can be for an employee, contingent worker, non-worker or pending worker assignments types.

The following attributes are added in OTBI subject areas

Source Assignment Number
Source Business Title

These are added in the following folders

Workforce Management - Assignment Real Time > Assignment Details
Workforce Management - Assignment Event Real Time > Assignment Event Details

You can now report on Source assignments that were selected during a global transfer.

Steps to Enable

You don't need to do anything to enable this feature.

Health and Safety

OTBI Support for Reporting DFFs for Injury or Illness Event and Investigation Pages

You can now use the Oracle Transactional Business Intelligence (OTBI) subject areas for reporting on the descriptive flexfields (DFF) in the Injury or Illness event and Investigation pages. You can report on these DFFs for Injury or Illness event and Investigation of the incident.

This feature helps you track and report your organization-specific descriptive flexfield details.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Sample Report: Oracle knows that every client has different reporting needs; as such we provide sample reports for customer to use as a starting point for their reports. For access to the library of sample reports and analytics that can be used and/or modified for use please access Oracle Cloud Customer Connect and the Report Sharing Center.

Role Information

Environment Health and Safety: Transaction Analysis Duty, BI Author Role

IMPORTANT Actions and Considerations

IMPORTANT – INFORMATION ON SECURITY

CHECK THE REGENERATE DATA SECURITY PROFILES AND GRANT JOB SET PROCESS

Role regeneration is necessary for all roles, custom or seeded, which is common, particularly after an update. This new Regenerate Data Security Profiles and Grants Job Set regenerates all roles, including those based on seeded job roles. This process will run automatically after the update, however it may not be complete when the environment is released, so all customers must verify successful completion of this process. Validation steps are detailed in Tips and Considerations section of the 20D HCM Common What’s New feature Regenerate Data Security Profiles and Grants Job Set.

ACTION MAY BE NEEDED AFTER UDATE REGARDING CUSTOM ROLES

This applies to all customers who are receiving Update 20D, regardless of whether or not you will be implementing assignment-level security.

If you have custom versions of these Oracle Transactional Business Intelligence (OTBI) duty roles, you will need to add data security policies to your custom roles after receiving Update 20D:

ORA_FBI_WORKFORCE_TRANSACTION_ANALYSIS_DUTY_HCM
ORA_FBI_GOAL_MANAGEMENT_TRANSACTION_ANALYSIS_DUTY_HCM
ORA_FBI_CAREER_DEV_TRANSACTION_ANALYSIS_DUTY_HCM

You may have created custom versions of these roles, if you have performed a deep copy of a job or abstract role that inherits one or more of these OTBI duty roles.

You must add data security policies to your custom roles, even if you are not implementing assignment-level security. For more information and steps to take, please refer to the 20D HCM Common What's New for the Secure Access for Workers with Multiple Assignments feature. If you are not interested in assignment-level security, you can just scroll down to the Role section and follow the step outlined for adding the data security policies.

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REPLACED OR REMOVED FEATURES

From time to time, Oracle replaces existing Cloud service features with new features or removes existing features. When a feature is replaced the older version may be removed immediately or at a future time. As a best practice, you should use the newer version of a replaced feature as soon as the newer version is available.

Product	Removed Feature	Target Removal	Replacement Feature	Replaced In	Additional Information
Global HR	Access to Change Legal Employer Flow Ends in Update 20D	20D	Local and Global Transfer Guided Process	19A	Click links to see more detail.
Global HR	Allocate Checklists Available Only in Responsive Pages from 20D	20D	Manage Allocated Checklists Page Redesigned	18C	Click links to see more detail.

_________________________

ORACLE HAS DECOMMISSIONED THE HCM CLASSIC SIMPLIFIED USER INTERFACE IN UPDATE 20B

The new and redesigned HCM Responsive User Experience has been available and promoted as our standard since Update 18B. If you are still using the older HCM Classic Simplified User Interface, you must begin transitioning to the HCM Responsive User Experience, as these older pages will no longer be supported.

For information on the Responsive features, see the HCM Common What's New for Update 18B and 18C. The redesigned features are under a heading for Redesigned User Experience and have groupings by product. Features that have come out from 19A onwards will be in their respective solutions: HCM Common, Global Human Resources, Talent Management, Workforce Management and Workforce Rewards What's News. The feature will be under their product headings. You can open one these solutions such as Workforce Rewards and you will see tabs on the left to easily let you open the different releases to view the responsive features.

For consolidated information on generic setup information you can refer to My Oracle Support Document ID 2399671.1 - HCM Responsive User Experience Setup Information.

Highlights of New User Interface:

We’ve taken the employee and manager self-service pages to the next level by redesigning them to look and behave the same on desktop and mobile devices. We’ve also changed the look and feel of the pages to provide a better experience for end users.

Pages and messages look more modern and use simpler, more conversational language so that you can more easily read and understand content across all devices. The pages are clutter-free and clean and display only those fields that are required to complete the task. You can personalize the pages and add more fields that are hidden by default. For most self-service tasks, you’re asked what you want to do, and the task is broken down into a series of steps based on your choice.

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KNOWN ISSUES / MONTHLY AND STATUTORY MAINTENANCE PACK

Oracle publishes a Known Issues document for every Update to make customers are aware of potential problems they could run into and the document provides workarounds if they are available.

Oracle also publishes Maintenance Pack and Statutory Maintenance Pack documentation of bugs that are fixed in the monthly or statutory patching.

To review these documents you must have access to My Oracle Support:

Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs (Document ID 1554838.1)