- Revision History
- Overview
- Feature Summary
- Global Human Resources
- Human Resources
-
- Global Human Resources
- Journeys
-
- Additional Content Configuration for All Journey Categories
- Journeys Supports Appearance Editor Theme Changes
- Control Display of Add to Calendar Action for Journey Tasks
- Journeys Displayed Only When Assignee has Tasks to Perform
- Save Incomplete Questionnaire and Configurable Form Journey Tasks
- Control Notifications Sent When Journey is Assigned or Force Completed
- Global Human Resources
- Revision History
- Overview
- Feature Summary
- Global Human Resources
- Human Resources
-
- Global Human Resources
- Journeys
-
- Journey Creator
- Explore Journeys
- Assign Journeys
- Add Tasks from Library to a Journey
- Create and Add Ad Hoc Tasks to a Journey
- My Journeys Page Enhanced
- Manage Personal Journeys
- Edit Personal Journeys
- Delete Personal Journeys
- Seeded Journeys
- Additional Application Tasks When Configuring Journey Templates
- Trigger Journeys Automatically for Absence Events
- Trigger Journeys Automatically for Health and Safety Events
- Trigger Journeys Automatically for Recruiting Events
- Trigger Journeys Automatically for Talent Events
- Trigger Journeys Automatically for Learning Events
- Ready to Use Alert Templates Available for Event Based Journeys
- Additional Journey Categories
- Monitor Assigned Journey Details Using Checklist Console
- Use Additional Application Link Feature For External URL Task Type
- Employment
-
- Additional Attributes Added to Business Title LOV
- Select Assignment Status for Source Assignment in Local and Global Transfer and Add Assignment Flows
- Retain Direct Reports in Source Assignment During Global Temporary Assignment Change
- Retain User Changes in Salary Section of Employment Flows While Changing Effective Date
- Assignment-Based Document Records Automatically Managed During Employment Processes
- Additional Assignment Attributes and Manager Type Attribute Added in Employment Approval Rules
- Additional Flexfield Parameters Added in Assignment DFF and EFF
- Load Workers Using HDL and HSDL for Higher Bargaining Unit Lookup Values
- Change Manager of Direct Reports During Cancel Work Relationship Process
- Document Records
- Workforce Structures
- Autocomplete
-
- Autocomplete Rules for Document Records Business Object
- Autocomplete Delivered Rules for Workforce Structures Business Objects
- Autocomplete Rule for Offer on Worker Assignment Business Object
- Autocomplete Rules for Person Disability Business Object in Person
- Autocomplete Support for Additional Assignment Info Business Object
- Person
- Human Resources Replaced or Removed Features
- Human Capital Management for France
- Global Payroll Interface
- Global Human Resources
- Worklife Solutions
- HR Optimizations
- IMPORTANT Actions and Considerations
- Controlled Availability
October Maintenance Pack for 21C
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 |
|---|---|---|---|
| 29 OCT 2021 | Created initial document. |
HCM Cloud applications have two types of patches you can receive that are documented in this What’s New:
- Release Updates (21A, 21B, 21C, and 21D)
- 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.
____________________
HAVE AN IDEA?
We’re here and we’re listening. If you have a suggestion on how to make our products better, please let us know. To enter an idea go to the Ideas Lab on Oracle Customer Connect. In this document wherever you see the light bulb icon after the feature name it means we delivered one of your ideas.
____________________
Suggested Reading for all HCM Products:
- Human Resources What’s New – In the Global Human Resources section you will find features on the base application in which other application are built upon.
NOTE: Not all Global Human Resource features are available for Talent and Compensation products.
- 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 Help Center – Here you will find guides, videos and searchable help.
- Release Readiness – New Feature Summary, What’s New, Feature Listing Spreadsheet, Spotlights and Release Training
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New in the body or title of the email.
Column Definitions:
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.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users 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. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
|||||
|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
|
||
Oracle Global Human Resources enables your organization to plan, manage and optimize all workforce segments using flexible and extensible best practices to realize extraordinary gains while insuring compliance and increasing total workforce engagement.
Improved Display of Journeys Launchpad
The journey counts on journey tabs for different facets are now turned off to improve performance.
Journey Count Not Displayed in the Filter Chips on the Explore Tab
Journey Count Not Displayed in the Filter Chips on the My Journeys Tab
Journey Count Not Displayed in the Filter Chips on the My Task Tab
Journey Count Not Displayed in the Filter Chips on the Assigned Journeys Tab
Journey Count Not Displayed in the Filter Chips on the Activity Tab
Better performance and faster display of data.
Steps to Enable
To turn on the journeys count in filter chips, select the value Show journey counts using this profile option.
| Profile Option Code |
Profile Display Name |
Default Profile Value |
|---|---|---|
| ORA_PER_JOURNEY_ DISABLE _COUNTS |
Journeys Count Display Disabled |
Hide journey counts and show only categories in use |
Tips And Considerations
- By default, the counts are turned off, that is, the counts for each facet won't be displayed.
Key Resources
- Chapter 12, Checklists, Implementing Global Human Resources, Global Human Resources Cloud on the Oracle Help Center.
- Use Journeys, Chapter 10, Hire, Onboard, and Manage Workers, Using Global Human Resources, Global Human Resources Cloud on the Oracle Help Center
September Maintenance Pack for 21C
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 |
|---|---|---|---|
| 27 AUG 2021 | Created initial document. |
HCM Cloud applications have two types of patches you can receive that are documented in this What’s New:
- Release Updates (21A, 21B, 21C, and 21D)
- 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:
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
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New in the body or title of the email.
Column Definitions:
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.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users 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. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
|||||
|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
|
||
Oracle Health and Safety supports corporate initiatives to track and improve health and safety in the workplace.
Incident Owner Field Available in Employee Self-Service
You can now select the Incident Owner when reporting an incident using the employee self-service Report an Incident page:
Employees Can Select the Incident Owner
This feature improves user experience with incident reporting
Steps to Enable
You don't need to do anything to enable this feature.
Notify HR For Injured or Ill Employees
You can enable a notification to be sent to an inured or ill person's HR representative informing them of the event. You can do so by checking the Notified Human Resources checkbox during incident creation:
Notified Human Resources of Event
This features provides greater flexibility to the user during incident creation.
Steps to Enable
You don't need to do anything to enable this feature.
August Maintenance Pack for 21C
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 |
|---|---|---|---|
| 27 AUG 2021 | Global Human Resources / Journeys | Control Display of Add to Calendar Action for Journey Tasks | Updated document. Revised feature information. |
| 27 AUG 2021 |
Global Human Resources / Journeys |
Save Incomplete Questionnaire and Configurable Form Journey Tasks | Updated document. Revised feature information. |
| 30 JUL 2021 | Created initial document. |
HCM Cloud applications have two types of patches you can receive that are documented in this What’s New:
- Release Updates (21A, 21B, 21C, and 21D)
- 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:
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.
HAVE AN IDEA?
We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New in the body or title of the email.
Column Definitions:
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.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users 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. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
|||||
|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
|
||
Save Incomplete Questionnaire and Configurable Form Journey Tasks |
||||||
Control Notifications Sent When Journey is Assigned or Force Completed |
||||||
Oracle Global Human Resources enables your organization to plan, manage and optimize all workforce segments using flexible and extensible best practices to realize extraordinary gains while insuring compliance and increasing total workforce engagement.
Data Validation Message While Changing Effective Date After Enabling Feature to Retain Changes in Employment Flows
We have enhanced the user experience by notifying them through a message to validate their data while changing the effective date in these employment flows:
-
Local and Global Transfer
-
Create Work Relationship
-
Change Location
-
Promote
-
Transfer
-
Convert Pending Worker
-
Add Assignment
-
Change Assignment
The message is displayed when you choose to retain your changes in employment flows even after you change the effective date.
This enhancement also ensures that the employment flows are now compatible with the autocomplete rules if the user has configured them.
Earlier to Update 21C, the attributes that became invalid because of the effective date change were displayed in the When and Why section of the employment flow.
Invalid Attributes Displayed in the When and Why Section Earlier to Update 21C
From release 21C, a generic message will be displayed in the When and Why section of the employment flows notifying you to validate your data while changing the effective date.
Generic message displayed in the When and Why section from release 21C
When you navigate to the relevant section of the employment flow, the invalid attributes if any (because of the effective date change) will be displayed.
Invalid Attributes Displayed in the Relevant Section of the Employment Flow
Users can use autocomplete rules while retaining their changes in employment flows when they change the effective date. Additionally, users are alerted to validate their data after they change the effective date.
Steps to Enable
These changes will only take effect when you choose to retain the employment changes when changing the effective date. For more information about this feature, refer the 21A Global Human Resources Employment What's New feature: Retain User Changes in Employment Flows While Changing Effective Date
Tips And Considerations
If you change the effective date in the When and Why section and submit the change without visiting any other section in the employment flow, the valid changes will still be copied in the newly created assignment record for these sections:
- Assignment Info
- Manager Info
- Additional Assignment Info
- Direct Reports
- Employment Contracts
- Person Info (only for Local and Global Transfer)
However, the changes for the Salary section won’t be copied unless you visit the Salary section.
Key Resources
-
The 21A Global Human Resources Employment What's New feature: Retain User Changes in Employment Flows While Changing Effective Date
-
The 21C Global Human Resources Employment What's New feature: Retain User Changes in Salary Section of Employment Flows While Changing Effective Date
-
Employment Profile Options topic in the Employment chapter of the Implementing Global Human Resources guide in the Oracle Help Center
Additional Content Configuration for All Journey Categories
You can now include additional content such as note board, events and happenings, and journey sponsor details using the Dashboard tab for all journey categories.
Use the Dashboard tab to Add Additional Content for all Checklist Categories
Additional Content Displayed in a Non-Enterprise Onboarding Checklist
This feature enables you to include Noteboard and Events and Happening sections for non-enterprise onboarding journeys as well.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
The Dashboard tab displays for non-enterprise onboarding journey categories only if the ORA_PER_JOURNEYS_ENABLED profile option is enabled.
Journeys Supports Appearance Editor Theme Changes
You can apply consistent themes on your Journeys pages in line with the rest of the HCM application pages.
Aquamarine Theme on the Home Page
Aquamarine Theme on the My Journeys Page
Aquamarine Theme on the Journeys Drill-Down Page
This feature enables you to provide a consistent look and feel for the user interface.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
-
Any changes you make to the theme in the Appearance work area will be applicable to Journey pages.
Key Resources
- Use Journeys, Chapter 10, Hire, Onboard, and Manage Workers, Using Global Human Resources, Global Human Resources Cloud on the Oracle Help Center.
- Themes, Chapter 6, Configuring and Extending Applications Guide on Oracle Help Center
Role Information
You must be granted the Human Capital Management Application Administrator role to work in a sandbox.
Control Display of Add to Calendar Action for Journey Tasks
You can now leverage the Display Properties to control the display of the Add to Calendar action for a journey task. The default value for this property is Show. However, you can control the display of this action by selecting Hide for Add to Calendar display property on the task setup page when configuring checklist templates.
Add to Calendar Action Set to Hide for Task Performer
Add to Calendar Button Not Visible in Task
This feature provides the ability to control the display of the Add to Calendar action in a task.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- The Add to Calendar button is displayed only for task performer.
- This configuration is applicable to Journeys, Onboarding, and Checklist pages.
- This feature is available in the Update 21C label R13.2107-PB20210716-HCM.
Key Resources
- Checklist Templates, Chapter 12, Checklists, Implementing Global Human Resources, Global Human Resources Cloud on the Oracle Help Center.
Role Information
You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.
Journeys Displayed Only When Assignee has Tasks to Perform
As a journey assignee you can view journeys on the My Journeys page only if you have at least one task to perform in that journey. Journeys where the journey assignee doesn't have any tasks to perform are not displayed.
This feature enables the display of the journey based on relevance to the assignee.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- This is applicable for both the Journeys > My Journeys page and the Checklist Tasks > In-Progress Checklists page.
- If it's a self-assigned journey, then the journey will always be displayed under My Journeys even when there are no tasks to perform for the journey assignee.
Key Resources
- Use Journeys, Chapter 10, Hire, Onboard, and Manage Workers, Using Global Human Resources, Global Human Resources Cloud on the Oracle Help Center.
Save Incomplete Questionnaire and Configurable Form Journey Tasks
You can now use the Save as Draft action as a task performer to save incomplete questionnaires and configurable form tasks and complete the tasks later. By default, this action is hidden. This can be enabled from Display Properties tab for a task.
Configure the Save as Draft Task Display Property
Save as Draft Action in the Task
This feature enables you to save the information for questionnaires and configurable form task types and complete it later.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- This feature is available in the Update 21C label R13.2107-PB20210723-HCM.
- Currently, this feature is available only for tasks of the type Questionnaire and Configurable Form.
- Even if Save as Draft appears on the Display Properties tab for all task types, currently it's applicable only for the Questionnaire and Configurable Form task types.
Key Resources
- Checklist Templates, Chapter 11, Checklists, Implementing Global Human Resources, Global Human Resources Cloud on the Oracle Help Center.
Role Information
You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.
Control Notifications Sent When Journey is Assigned or Force Completed
You can send notifications when a journey of non-enterprise onboarding category is assigned by configuring the Send notification on checklist allocation option. Currently, the default BIP based notification ChecklistWelcomeReport is sent only for journeys of category Enterprise Onboarding.
Additionally, you can send notifications when a journey of any category is force completed by configuring the Send notification when checklist is force completed option.
- By default, the Send notification on checklist allocation option is enabled and Send notification when checklist is force completed is disabled.
- For journeys of the Enterprise Onboarding category, the default BIP based notification ChecklistWelcomeReport is sent, unless you configure a custom alert and associate it in Template for Assigned Checklist on the Message tab.
- For all other journey categories, you need to configure a custom alert and associate it in Template for Assigned Checklist on the Message tab.
- When the Send notification when checklist is force completed option is enabled, it always uses the seeded alert template. Currently, you can’t configure the override template. However, you can modify the seeded template, if required.
Control Checklist Notifications Using Send Options
This feature provides the ability to control and limit the notifications sent on journey assignment and force completion.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- Alert Templates for Event Based Journeys (Document ID 2777961.1 ) on My Oracle Support.
- Chapter 16, Alerts Composer in the Implementing Global Human Resources guide on Oracle Help Center.
Role Information
You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.
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 |
|---|---|---|---|
| 22 DEC 2021 | Global Human Resources / Journeys |
Assignment-Based Document Records Automatically Managed During Employment Processes | Updated document. Revised feature information. |
| 24 NOV 2021 | Global Human Resources / Journeys |
Assign Journeys | Updated document. Revised feature information. |
| 24 NOV 2021 | HCM Business Intelligence / Human Resources |
Enhancements to the HCM Integrations Subject Area | Updated document. Revised feature information. |
| 29 OCT 2021 | Health & Safety | Support for Journeys - Phase 1 | Updated document. Feature delivered in update 21C. |
| 29 OCT 2021 |
HCM Business Intelligence / Health & Safety |
OTBI Support for Health Surveys | Updated document. Feature delivered in update 21C. |
| 29 OCT 2021 |
HCM Business Intelligence / Health & Safety |
OTBI Support for Descriptive Flex Fields | Updated document. Feature delivered in update 21C. |
| 29 OCT 2021 |
HCM Business Intelligence / Human Resources | Enhancements to the HCM Integrations Subject Area | Updated document. Revised feature information. |
| 27 AUG 2021 | Global Payroll Interface |
HCM Cloud Configurations Interface to Supplement Payroll Interface | Updated document. Feature delivered in update 21C. |
| 27 AUG 2021 |
Global Human Resources / Auto Complete |
Autocomplete Support for Additional Assignment Info Business Object | Updated document. Feature delivered in update 21C. |
| 27 AUG 2021 |
Global Human Resources / Journeys |
Journey Creator | Updated document. Revised feature information. |
| 27 AUG 2021 |
Global Human Resources/ Journeys |
Monitor Assigned Journey Details Using Checklist Console | Updated document. Revised feature information. |
| 27 AUG 2021 |
Global Human Resources / Workforce Structures |
New Non-Unique Title Field Added to the Department Entity | Updated document. Revised feature information. |
| 30 JUL 2021 | Global Payroll Interface / Replaced or Removed Features | Calculation Card Data Discontinued In ADP Global Payroll Interface | Updated document. Feature delivered in update 21C. |
| 30 JUL 2021 | Global Human Resources / Employment |
Change Manager of Direct Reports During Cancel Work Relationship Process | Updated document. Feature delivered in update 21C. |
| 30 JUL 2021 |
Global Human Resources / Person |
Prepare for Changes to the Change Personal Information Approval Rule | Updated document. Revised feature information. |
| 30 JUL 2021 |
Global Human Resources / Removed or Replaced Features |
Position, Job and Location Available Only in Responsive Pages in the Work Area from 22A | Updated document. Revised feature information. |
| 25 JUN 2021 | Global Human Resources / Journeys | Manage Personal Journeys | Updated document. Revised feature information. |
| 25 JUN 2021 |
Global Human Resources / Person |
Position, Job and Location Available Only in Responsive Pages in the Work Area from 22A | Updated document. Feature delivered in update 21C. |
| 25 JUN 2021 |
Global Human Resources / Journeys |
Ready to Use Alert Templates Available for Event Based Journeys | Updated document. Revised feature information. |
| 25 JUN 2021 |
Global Human Resources / Employment |
Retain Direct Reports in Source Assignment During Global Temporary Assignment Change | Updated document. Revised feature information. |
| 03 JUN 2021 | Created initial document. |
HCM Cloud applications have two types of patches you can receive that are documented in this What’s New:
- Release Updates (21A, 21B, 21C, and 21D)
- 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:
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
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New in the body or title of the email.
Column Definitions:
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.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
Oracle Global Human Resources enables your organization to plan, manage and optimize all workforce segments using flexible and extensible best practices to realize extraordinary gains while insuring compliance and increasing total workforce engagement.
You can now create a new journey or modify an existing journey and save it to your personal journey library.
Some points to note about this feature are:
- A new journey can be created only by line managers and HR professionals.
- You can edit or delete tasks as part of journey creation. However, deleting a task won't display any confirmation message.
- You can reorder tasks by dragging the task to the preferred position using the drag handle.
- When you edit a task selected from the task library, you can choose to save that task to your personal task library.
- When you create an ad hoc task, you can choose to save that task to your personal task library.
- Currently, there is no provision to view tasks saved in your personal task library. Hence, it's not possible to edit or delete a task from your personal task library. However, you will be able to select the tasks from your personal task library when you add a new task to any assigned journey or create a new personal journey.
- Journeys created using this page will always send alert-based notifications when such a journey is assigned to someone. The default alert templates will be used in this case and there is no provision to select a custom alert template. The alert is sent to the journey assignee when the journey is assigned and to the task performer when a task is assigned.
Modify and Save an Existing Journey as Your Personal Journey
Create a New Journey
Add Tasks to the New Journey
With this feature you can create and modify journeys as needed.
Steps to Enable
Make the feature accessible by assigning or updating privileges and/or job roles. Details are provided in the Role section below.
Role Information
| Abstract or Job Role |
Duty Role |
Aggregate Privileges and Function Privileges |
|---|---|---|
| Employee ORA_PER_EMPLOYEE _ABSTRACT Contingent Worker ORA_PER_CONTINGENT _WORKER_ABSTRACT Pending Worker ORA_PER_PENDING _WORKER_ABSTRACT |
Access Journey by Worker ORA_PER_ACCESS _JOURNEY_BY _WORKER |
Aggregate Privileges
Function Privileges
|
| Line Manager ORA_PER_LINE_ MANAGER_ABSTRACT |
Manage Journey By Manager ORA_PER_ MANAGE_ JOURNEY_BY_ MANAGER |
Aggregate Privileges
Function Privileges
|
| Human Resource Specialist ORA_PER_HUMAN_ RESOURCE_SPECIALIST_ JOB |
Manage Journey By HR ORA_PER_ MANAGE_ JOURNEY_BY_HR |
Aggregate Privileges
Function Privileges
|
| Human Resource Analyst ORA_PER_HUMAN_ RESOURCE_ANALYST_JOB |
View Journey ORA_PER_VIEW_ JOURNEY |
Aggregate Privileges
Function Privileges
|
Access to the Create a journey button is secured using the Manage Journey (PER_MANAGE_JOURNEY) function security privilege. This function security privilege is granted out-of-the box as listed in this table:
| Duty Role |
Abstract or Job Role |
|---|---|
| ORA_PER_MANAGE_JOURNEY_BY_HR Manage Journey By HR |
Human Resource Specialist ORA_PER_HUMAN_ RESOURCE_SPECIALIST_ JOB |
| ORA_PER_MANAGE_JOURNEY_BY_MANAGER Manage Journey By Manager |
Line Manager ORA_PER_LINE_ MANAGER_ABSTRACT |
You can now explore existing journey templates to assign to others or yourself. When you click on the journey card, you can view the journey tasks on a read-only page.
Some points to note about this feature are:
- The Explore tab is available only for line managers and HR specialists.
- The Explore tab displays both global and personal journey templates.
- The default filter will be Personal journeys, if there is at least one personal journey created by the signed-in user.
Explore and Find Journeys to Assign
Explore different journeys and find the most suitable one.
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
| Abstract or Job Role |
Duty Role |
Aggregate Privileges and Function Privileges |
|---|---|---|
| Employee ORA_PER_EMPLOYEE _ABSTRACT Contingent Worker ORA_PER_CONTINGENT _WORKER_ABSTRACT Pending Worker ORA_PER_PENDING _WORKER_ABSTRACT |
Access Journey by Worker ORA_PER_ACCESS _JOURNEY_BY _WORKER |
Aggregate Privileges
Function Privileges
|
| Line Manager ORA_PER_LINE_ MANAGER_ABSTRACT |
Manage Journey By Manager ORA_PER_ MANAGE_ JOURNEY_BY_ MANAGER |
Aggregate Privileges
Function Privileges
|
| Human Resource Specialist ORA_PER_HUMAN_ RESOURCE_SPECIALIST_ JOB |
Manage Journey By HR ORA_PER_ MANAGE_ JOURNEY_BY_HR |
Aggregate Privileges
Function Privileges
|
| Human Resource Analyst ORA_PER_HUMAN_ RESOURCE_ANALYST_JOB |
View Journey ORA_PER_VIEW_ JOURNEY |
Aggregate Privileges
Function Privileges
|
You can assign an existing journey from a list of available journeys. The available journeys list includes both predefined global journeys as well as your saved personal journeys.
You can assign a journey to others using either of the options listed here:
- Click the Assign to Others icon in the journey card on the Explore tab.
- Click the journey card on the Explore tab. This will display a read-only page listing the journey tasks. Click Assign Journey.
Assign Journey to Others
View Details and Assign Journey
Assign Journey to Person
You can assign a journey to yourself, if you are a line manager or a HR professional, using either of these options:
- Click the Actions menu in the journey card on the Explore tab and select Add to My Journeys.
- Click the journey card on the Explore tab. This will display a read-only page listing the journey tasks. Click Add to My Journeys.
Add Journey to Self
View Details and Add Journey
Assign journeys as needed.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
When Oracle Search is enabled, the person LoV will not display any value in the below scenarios:
| Action | Person LoV Label |
|---|---|
| Assign Journey |
Select a Person |
| Add Task from Library |
Performer |
| Add Task |
Performer |
| Reassign Task |
Whom to reassign task to? |
Additionally, the person LoV will not display pending workers in the above scenarios, with or without Oracle Search enabled.
Role Information
| Abstract or Job Role |
Duty Role |
Aggregate Privileges and Function Privileges |
|---|---|---|
| Employee ORA_PER_EMPLOYEE _ABSTRACT Contingent Worker ORA_PER_CONTINGENT _WORKER_ABSTRACT Pending Worker ORA_PER_PENDING _WORKER_ABSTRACT |
Access Journey by Worker ORA_PER_ACCESS _JOURNEY_BY _WORKER |
Aggregate Privileges
Function Privileges
|
| Line Manager ORA_PER_LINE_ MANAGER_ABSTRACT |
Manage Journey By Manager ORA_PER_ MANAGE_ JOURNEY_BY_ MANAGER |
Aggregate Privileges
Function Privileges
|
| Human Resource Specialist ORA_PER_HUMAN_ RESOURCE_SPECIALIST_ JOB |
Manage Journey By HR ORA_PER_ MANAGE_ JOURNEY_BY_HR |
Aggregate Privileges
Function Privileges
|
| Human Resource Analyst ORA_PER_HUMAN_ RESOURCE_ANALYST_JOB |
View Journey ORA_PER_VIEW_ JOURNEY |
Aggregate Privileges
Function Privileges
|
Add Tasks from Library to a Journey
Leverage the ability to add tasks from the task library in these scenarios:
- Creating and editing a personal journey
- You can choose to save the selected task to your personal task library.
- Currently, there is no provision to have an independent view of the tasks saved in your personal task library. Therefore, it is not possible to edit or delete a task from your personal task library. However, you will be able to select the tasks from your personal task library when you are adding a new task to any assigned journey or creating a new personal journey.
- Managing an assigned journey
- The task will be assigned to the task performer as of the system date.
All task types can be selected from the task library to be added when creating or editing a personal journey and while managing an assigned journey. However, only certain attributes can be modified depending on the action and the task type as indicated in the following table.
| Action |
Which attributes can be modified? |
Which attributes can be modified after adding the task to a journey? |
|---|---|---|
|
|
|
|
|
|
These points are applicable to the scenarios listed earlier:
- You can't add preceding tasks to tasks added from the library.
- Any new task that is added is displayed at the end of the task list in the journey.
- The notes field for a task on the Journeys page doesn't support rich text editor. So any notes that are part of the library task will appear in the notes field with the HTML tags.
- Tasks once assigned to a performer in an assigned journey can't be edited. However, they can be removed.
Add Task from Library to Journey
This feature gives you the ability to add tasks as required.
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
| Abstract or Job Role |
Duty Role |
Aggregate Privileges and Function Privileges |
|---|---|---|
| Employee ORA_PER_EMPLOYEE _ABSTRACT Contingent Worker ORA_PER_CONTINGENT _WORKER_ABSTRACT Pending Worker ORA_PER_PENDING _WORKER_ABSTRACT |
Access Journey by Worker ORA_PER_ACCESS _JOURNEY_BY _WORKER |
Aggregate Privileges
Function Privileges
|
| Line Manager ORA_PER_LINE_ MANAGER_ABSTRACT |
Manage Journey By Manager ORA_PER_ MANAGE_ JOURNEY_BY_ MANAGER |
Aggregate Privileges
Function Privileges
|
| Human Resource Specialist ORA_PER_HUMAN_ RESOURCE_SPECIALIST_ JOB |
Manage Journey By HR ORA_PER_ MANAGE_ JOURNEY_BY_HR |
Aggregate Privileges
Function Privileges
|
| Human Resource Analyst ORA_PER_HUMAN_ RESOURCE_ANALYST_JOB |
View Journey ORA_PER_VIEW_ JOURNEY |
Aggregate Privileges
Function Privileges
|
Create and Add Ad Hoc Tasks to a Journey
Leverage the ability to add ad hoc tasks in these scenarios:
- When creating a personal journey
- When editing a personal journey
- When managing an assigned journey
These points are applicable to the scenarios listed above:
- Only tasks of the type Document, External URL, Manual, and Video can be configured when creating a new task.
- You can choose to save the selected task to your personal task library.
- Currently, there is no provision to have an independent view of the tasks saved in your personal task library. Therefore, it is not possible to edit or delete a task from your personal task library. However, you will be able to select the tasks from your personal task library when you are adding a new task to any assigned journey or creating a new personal journey.
- You can't add preceding tasks to newly added ad hoc tasks.
- Any new task that is added is displayed at the end of the task list in the journey
- The notes field for a task on the Journeys page doesn't support rich text editor.
- Tasks once assigned to a performer in an assigned journey can't be edited. However, they can be removed.
Create and Add Ad Hoc Tasks to a Journey
Add Tasks to a Journey
Add ad hoc tasks when creating and editing a personal journey or managing an assigned journey.
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
| Abstract or Job Role |
Duty Role |
Aggregate Privileges and Function Privileges |
|---|---|---|
| Employee ORA_PER_EMPLOYEE _ABSTRACT Contingent Worker ORA_PER_CONTINGENT _WORKER_ABSTRACT Pending Worker ORA_PER_PENDING _WORKER_ABSTRACT |
Access Journey by Worker ORA_PER_ACCESS _JOURNEY_BY _WORKER |
Aggregate Privileges
Function Privileges
|
| Line Manager ORA_PER_LINE_ MANAGER_ABSTRACT |
Manage Journey By Manager ORA_PER_ MANAGE_ JOURNEY_BY_ MANAGER |
Aggregate Privileges
Function Privileges
|
| Human Resource Specialist ORA_PER_HUMAN_ RESOURCE_SPECIALIST_ JOB |
Manage Journey By HR ORA_PER_ MANAGE_ JOURNEY_BY_HR |
Aggregate Privileges
Function Privileges
|
| Human Resource Analyst ORA_PER_HUMAN_ RESOURCE_ANALYST_JOB |
View Journey ORA_PER_VIEW_ JOURNEY |
Aggregate Privileges
Function Privileges
|
Enhancements to the search and filter capabilities on the My Journeys page provide visual cues thereby making it easier for you to find journeys and act on them. The keyword search will allow you to search across journey names.
Search for a Journey or Use the Filters Available
You can search and access a journey quickly.
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
| Abstract or Job Role |
Duty Role |
Aggregate Privileges and Function Privileges |
|---|---|---|
| Employee ORA_PER_EMPLOYEE _ABSTRACT Contingent Worker ORA_PER_CONTINGENT _WORKER_ABSTRACT Pending Worker ORA_PER_PENDING _WORKER_ABSTRACT |
Access Journey by Worker ORA_PER_ACCESS _JOURNEY_BY _WORKER |
Aggregate Privileges
Function Privileges
|
| Line Manager ORA_PER_LINE_ MANAGER_ABSTRACT |
Manage Journey By Manager ORA_PER_ MANAGE_ JOURNEY_BY_ MANAGER |
Aggregate Privileges
Function Privileges
|
| Human Resource Specialist ORA_PER_HUMAN_ RESOURCE_SPECIALIST_ JOB |
Manage Journey By HR ORA_PER_ MANAGE_ JOURNEY_BY_HR |
Aggregate Privileges
Function Privileges
|
| Human Resource Analyst ORA_PER_HUMAN_ RESOURCE_ANALYST_JOB |
View Journey ORA_PER_VIEW_ JOURNEY |
Aggregate Privileges
Function Privileges
|
You can view and assign your personal journeys using the Explore tab in Journeys. You can create a personal journey using any of these approaches:
- Selecting an existing global journey template and modifying it as per your requirements
- Selecting an existing personal journey template and modifying it as per your requirements
- Creating a brand-new journey template with the necessary details
Some other important points to note are:
- Personal filter chip appears only if the signed-in user has at least one personal journey.
- If the signed-in user has at least one personal journey, then the Explore tab shows personal filter chip by default.
- Personal journeys can be edited or deleted from the Explore tab.
- Only the signed-in user can view, assign, and manage their personal journeys.
- Personal journeys won't be available when allocating from the responsive Allocate Checklists page.
- Personal journeys can’t be viewed or managed from the Checklists Templates setup page.
View Personal Journeys
Faster and easier management of personal journeys.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- Personal journeys can’t be assigned or updated using HCM Data Loader (HDL) and HCM Spreadsheet Data Loader (HSDL).
Role Information
| Abstract or Job Role |
Duty Role |
Aggregate Privileges and Function Privileges |
|---|---|---|
| Employee ORA_PER_EMPLOYEE _ABSTRACT Contingent Worker ORA_PER_CONTINGENT _WORKER_ABSTRACT Pending Worker ORA_PER_PENDING _WORKER_ABSTRACT |
Access Journey by Worker ORA_PER_ACCESS _JOURNEY_BY _WORKER |
Aggregate Privileges
Function Privileges
|
| Line Manager ORA_PER_LINE_ MANAGER_ABSTRACT |
Manage Journey By Manager ORA_PER_ MANAGE_ JOURNEY_BY_ MANAGER |
Aggregate Privileges
Function Privileges
|
| Human Resource Specialist ORA_PER_HUMAN_ RESOURCE_SPECIALIST_ JOB |
Manage Journey By HR ORA_PER_ MANAGE_ JOURNEY_BY_HR |
Aggregate Privileges
Function Privileges
|
| Human Resource Analyst ORA_PER_HUMAN_ RESOURCE_ANALYST_JOB |
View Journey ORA_PER_VIEW_ JOURNEY |
Aggregate Privileges
Function Privileges
|
Take advantage of the capability to modify your saved personal journeys. Use the Edit Journey option on the Explore tab to edit the journey.
You can add, edit, delete, or reorder tasks (using the drag handle) in the modified journey. Note that deleting a task will not display any confirmation message.
Edit a Journey
Edit Journey Details
This features gives you the capability to modify journey details as required.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- Also see this 21C What's New features - Add Tasks from Library to a Journey and Create and Add Ad Hoc Tasks to a Journey
Role Information
| Abstract or Job Role |
Duty Role |
Aggregate Privileges and Function Privileges |
|---|---|---|
| Employee ORA_PER_EMPLOYEE _ABSTRACT Contingent Worker ORA_PER_CONTINGENT _WORKER_ABSTRACT Pending Worker ORA_PER_PENDING _WORKER_ABSTRACT |
Access Journey by Worker ORA_PER_ACCESS _JOURNEY_BY _WORKER |
Aggregate Privileges
Function Privileges
|
| Line Manager ORA_PER_LINE_ MANAGER_ABSTRACT |
Manage Journey By Manager ORA_PER_ MANAGE_ JOURNEY_BY_ MANAGER |
Aggregate Privileges
Function Privileges
|
| Human Resource Specialist ORA_PER_HUMAN_ RESOURCE_SPECIALIST_ JOB |
Manage Journey By HR ORA_PER_ MANAGE_ JOURNEY_BY_HR |
Aggregate Privileges
Function Privileges
|
| Human Resource Analyst ORA_PER_HUMAN_ RESOURCE_ANALYST_JOB |
View Journey ORA_PER_VIEW_ JOURNEY |
Aggregate Privileges
Function Privileges
|
You can keep only relevant journeys in your list of personal journeys by removing journeys that you no longer use. Only the journeys you created from the Journeys user interface display for the Personal filter chip. You will be able to delete only your own personal journeys. You can use the Delete Journey option to delete a journey.
Delete a Journey
View only relevant journeys and manage your personal journey library better.
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
| Abstract or Job Role |
Duty Role |
Aggregate Privileges and Function Privileges |
|---|---|---|
| Employee ORA_PER_EMPLOYEE _ABSTRACT Contingent Worker ORA_PER_CONTINGENT _WORKER_ABSTRACT Pending Worker ORA_PER_PENDING _WORKER_ABSTRACT |
Access Journey by Worker ORA_PER_ACCESS _JOURNEY_BY _WORKER |
Aggregate Privileges
Function Privileges
|
| Line Manager ORA_PER_LINE_ MANAGER_ABSTRACT |
Manage Journey By Manager ORA_PER_ MANAGE_ JOURNEY_BY_ MANAGER |
Aggregate Privileges
Function Privileges
|
| Human Resource Specialist ORA_PER_HUMAN_ RESOURCE_SPECIALIST_ JOB |
Manage Journey By HR ORA_PER_ MANAGE_ JOURNEY_BY_HR |
Aggregate Privileges
Function Privileges
|
| Human Resource Analyst ORA_PER_HUMAN_ RESOURCE_ANALYST_JOB |
View Journey ORA_PER_VIEW_ JOURNEY |
Aggregate Privileges
Function Privileges
|
You can now leverage seeded journeys and modify them to create specific journeys to suit your business requirements.
Use the Seeded Journey Template to Create Your Own Journey
You can duplicate the following seeded journey templates:
| Seeded Journeys | Category |
|---|---|
| Oracle - Add a Child Journey |
Onboarding |
| Oracle - Complete Your HCM Profile |
Onboarding |
| Oracle - Incident Vehicle |
Health and Safety |
| Oracle - Intra-Company Transfer Journey |
Onboarding |
| Oracle - Journey to an International Assignment |
Onboarding |
| Oracle - Journey to taking on an Additional Role |
Onboarding |
| Oracle - Just Married |
Person |
| Oracle - Learning Record Activation |
Learn |
| Oracle - Long Non-Sick Leave |
Absence |
| Oracle - Long Sick Leave |
Absence |
| Oracle - Onboarding Journey |
Enterprise Onboarding |
| Oracle - Onboarding Process |
Enterprise Onboarding |
| Oracle - Off boarding Journey |
Offboarding |
| Oracle - Parental Leave |
Absence |
| Oracle - Performance Improvement Guidelines |
Talent Management |
| Oracle - Promotion Journey |
Onboarding |
| Oracle - Return from Leave |
Onboarding |
| Oracle – Return to the workplace |
Enterprise Onboarding |
| Oracle - Reduction in Force or Furlough |
Offboarding |
| Oracle - Relocation Journey |
Onboarding |
| Oracle - Safe Travels |
Onboarding |
| Oracle - Sick Leave |
Absence |
| Oracle - Succession Readiness |
Talent Management |
| Oracle - Virus or Illness or Injury |
Health and Safety |
This minimize configuration efforts and increase efficiency.
Steps to Enable
- Search for the seeded journey template by enabling the Draft filter.
- Duplicate the template and provide a unique name.
- Click on the duplicated template and modify the template as per your business requirements.
- If you need to trigger this journey automatically, you must configure either an action or an event.
- Save the changes.
- Modify the template status to Active. Now, the journey template is ready for use.
Tips And Considerations
- All seeded journey templates begin with 'Oracle -' and will be available in Draft status.
- Seeded journeys aren't editable.
- None of the seeded journey templates have any action or event configured.
- If you don't configure either an action or an event, this journey will not be assigned automatically. However, it will still be available for manual allocation.
- You can duplicate a template and modify as per your business requirements.
Key Resources
- Chapter 11, Checklists, Implementing Global Human Resources, Global Human Resources Cloud on the Oracle Help Center.
Role Information
You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.
Additional Application Tasks When Configuring Journey Templates
When configuring journey tasks of the type Application Task, you can now use the enhanced list of quick actions. These quick actions are based on the selected task performer.
Application Tasks for Workers
Application Tasks for Line Manager
Application Tasks for Area of Responsibility
Easier access to relevant quick actions based on the task performer.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- If you want the user to navigate to the responsive pages and not the classic pages make sure you have the required profile option enabled.
- You need to ensure that the quick action is enabled in Tools > Structures menu using a sandbox.
- From 21B onwards, you need to have a person record associated to the user who is configuring the application tasks in a journey template. For example, the quick actions listed below will not appear in the Application Task LoV for a user who doesn’t have an associated person record:
- Activities
- Additional Assignment Info
- Additional Person Info
- Contact Info
- Document Records
- Employment Info
- Family and Emergency Contacts
- Identification Info
- My Compensation
- My Profile
- Person Identifiers for External Applications
- Personal Details
- Preferences
Key Resources
-
For more information on application tasks available by role, refer to the following document on My Oracle Support: Application Tasks in Journey Templates - (Document ID 2776533.1)
-
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 ID 2399671.1)
- For more information on checklist tasks, see Checklist Tasks, Chapter 11, Checklists, Implementing Global Human Resources on the Oracle Help Center.
Role Information
You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.
Trigger Journeys Automatically for Absence Events
You can now trigger journeys automatically based on events related to absence. Use Condition Builder during journey template setup to configure conditions that include absence attributes. When the condition is met, the journey is automatically triggered.
This is the absence event you can use to configure your condition:
- Absence Entries
These are the absence attributes you can use to configure your expression:
- Absence Status
- Absence Type
- Absence Type Reason
- Approval Status
- Duration
- Previous Approval Status
- Previous Absence Status
- Previous Duration
You can create a group by combining multiple expressions. You can connect multiple groups, using an OR or AND connector, to build your condition. Here’s how you create a condition:
- In Setup and Maintenance, go to the Checklist Templates task.
- Enter details for the checklist.
- Click the Actions and Events tab.
- In the Configure Events section, click Add and select Absence Entries in the name LoV to configure attributes for the event.
- Click Edit icon to display the Condition Builder.
- Create a condition group by specifying the attribute, operator, operand type, and operand value.
- Click OK.
- Click Save or Save and Close.
Use Condition Builder to Configure Conditions Based on Absence Attributes to Trigger Journeys
Automatically assign journeys for additional events in a person's employment life cycle.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- Checklist Templates, Chapter 11, Checklists, Implementing Global Human Resources, Global Human Resources Cloud on the Oracle Help Center.
Role Information
You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.
Trigger Journeys Automatically for Health and Safety Events
You can now trigger journeys automatically based on events related to health and safety incidents. Use Condition Builder during journey template set up to configure conditions that include health and safety attributes. When the condition is met, the journey is automatically triggered.
This is the health and safety event you can use to configure your condition:
- Health and Safety Incident
This is the health and safety attribute you can use to configure your expression:
- Incident Event
Automatically assign journeys for additional events in a person's employment life cycle.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
For more information, see:
- This 21C What's New for the following features- Trigger Journeys Automatically for Absence Events
- Checklist Templates, Chapter 11, Checklists, Implementing Global Human Resources, Global Human Resources Cloud on the Oracle Help Center
Role Information
You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.
Trigger Journeys Automatically for Recruiting Events
You can now trigger journeys automatically based on events related to recruiting. Use Condition Builder during journey template set up to configure conditions that include recruiting attributes. When the condition is met, the journey is automatically triggered.
This is the recruiting event you can use to configure your condition:
-
Internal Job Application Submitted
These are the recruiting attributes you can use to configure your expression:
- Recruiting Type
- Job Grade
This feature enables you to trigger journeys for specific events that occur during a person's employment lifecycle.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
For more information, see:
- This 21C What's New for the following features- Trigger Journeys Automatically for Absence Events
- Checklist Templates, Chapter 11, Checklists, Implementing Global Human Resources, Global Human Resources Cloud on the Oracle Help Center
Trigger Journeys Automatically for Talent Events
You can now trigger journeys automatically based on events related to talent management. Use Condition Builder during journey template set up to configure conditions that include talent attributes. When the condition is met, the journey is automatically triggered.
| Event | Attributes |
|---|---|
| Performance Rating |
|
| Box Assignment |
|
| Risk of Loss |
|
| Succession Readiness |
|
Event and Associated Attributes
This feature enables you to trigger journeys for specific events that occur during a person's employment lifecycle.
Steps to Enable
You don't need to do anything to enable this feature.
Trigger Journeys Automatically for Learning Events
You can now trigger journeys automatically based on events related to learning activation and completion. Use Condition Builder during journey template set up to configure conditions that include learning record activation and learning record completion attributes. When the condition is met, the journey is automatically triggered.
| Event | Attributes |
|---|---|
| Learning Record Activation |
|
| Learning Record Completion |
|
Events and Associated Attributes
This feature enables you to trigger journeys for specific events that occur during a person's employment lifecycle.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
For more information, see:
- The 21C What’s News for the following features:
- Use Learning Record Change Events in HCM Journeys Workflows in Talent Management
- Trigger Journeys Automatically for Absence Events in Human Resources
- Checklist Templates, Chapter 11, Checklists, Implementing Global Human Resources, Global Human Resources Cloud on the Oracle Help Center
Role Information
You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.
Ready to Use Alert Templates Available for Event Based Journeys
You can notify users of important actions using seeded alert templates that are now available for journeys configured based on an event.
- You can make use of the seeded alert templates as is or override the default. To override the default, in Setup and Maintenance, go to the Manage HCM Alerts task. Search for the seeded alert whose template you want to modify. Click on Add Template to create a template as per your requirements.
- You need to associate the custom alert template to the appropriate notification for a journey or task.
- All journey level alert templates can be associated at Checklist Templates > Specific Template > Message tab.
- All task level alert templates can be associated at Checklist Templates > Specific Task > Notifications and Reminders tab > Notification Template Overrides section.
NOTE: For the 'Journey Force Closed for Assignee' alert which is triggered when Send notification when checklist is force completed in Checklist Templates > Display Properties is enabled, it will always use the seeded alert template. Currently, you can’t configure the override template. However, you can modify the seeded template, if required.
NOTE: If you have journey templates based on Person events from a release prior to 21C, there is a visible difference in the notification that is sent for the journey. Instead of the BIP notification, you will now see alerts being sent for such journeys.
NOTE: You can also modify your existing journey templates to trigger alerts instead of the current BIP based notifications. In case you wish to replace the BIP based notifications with alerts for non-event-based journeys or journeys which don't have an action, you must create a custom alert template by copying the seeded alert template. You need to associate this custom alert template to the appropriate notification for a journey or task.
Associate the Custom Alert Template at the Journey Level
Alert for New Journey
Associate the Custom Alert Template at the Task Level
Alert for Assigned Task
Improve your end user experience with enhanced notifications for event based journeys.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- This is applicable only for journeys based on an event that is Absence, Health and Safety, Learning, Person, Recruiting and Talent.
- BIP notifications are not supported for journeys triggered based on the above listed events.
- These alerts won't be triggered if a journey is assigned based on an employment action. BIP notifications will continue to be used in this scenario. Your existing BIP notifications for journeys triggered based on employment actions will not be impacted.
- The links in these alert notifications and BIP notifications will take you to the ADF based pages.
- The default seeded alert templates will be used, if you don't configure and associate a custom alert template.
- You can preview the alert message by copying the alert message body content in a notepad and opening the same in a web browser.
Key Resources
For more information, see these resources:
- Alert Templates for Event Based Journeys (Document ID 2777961.1 ) on My Oracle Support.
- Chapter 16, Alerts Composer in the Implementing Global Human Resources guide on Oracle Help Center.
You can use the additional seeded categories that are now available to organize your journey templates. The additional categories available to you in the Category drop-down list during journey template configuration are:
- Absence
- Health and Safety
- Learn
- Person
- Recruiting
- Talent Management
Additional Categories Available for Journey Templates
This feature enables you to create journey templates that are relevant to your organization.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- Checklist Configuration, Chapter 11, Checklists, Implementing Global Human Resources, Global Human Resources Cloud on the Oracle Help Center.
Monitor Assigned Journey Details Using Checklist Console
You can now monitor allocated journeys and debug journey allocation issues from the checklist console. The checklist console is available when you click View Console on the Checklist Templates page. This page includes search and filter criteria using which you can quickly view and debug any allocation issues.
Monitor and Debug Checklist Allocation Issues in Checklist Console
Monitor allocated journeys and debug journey allocation issues from the checklist console.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
To purge the list of allocated checklists, specify the duration using this profile option.
| Profile Option |
Meaning |
Default Value |
|---|---|---|
| ORA_PER_CHECKLIST_ACTION_PURGE_BEFORE_DAYS |
Specify the duration in days prior to which existing checklist action occurrence records should be deleted. |
180 Days |
- The list of allocated checklists on the Checklist Console will automatically be purged after 180 days from the date they were assigned. There is no impact to the allocated checklist, only the listing is purged.
- You can modify the duration by changing the value of the profile option ORA_PER_CHECKLIST_ACTION_PURGE_BEFORE_DAYS to any positive value.
Key Resources
- Chapter 12, Checklists, Implementing Global Human Resources, Global Human Resources Cloud on the Oracle Help Center.
Role Information
You must be granted the Human Capital Management Application Administrator role to work in setup and maintenance area.
Use Additional Application Link Feature For External URL Task Type
You can now streamline the maintenance of External URL task types using the Manage Integration of Additional Applications feature in Setup and Maintenance. This enables you to register the link to an external application and give it a user friendly Application Name that you can use in multiple external URL tasks.
Follow these steps to create the application integration:
- Click Navigator > My Enterprise > Setup and Maintenance.
- In the Setup and Maintenance work area, click Manage Setup Content from the Tasks panel tab.
- On the Manage Setup Content page, click Manage Integration of Additional Applications.
- On the Manage Integration of Additional Applications page, click Actions > Create.
- Enter the application details in the relevant fields. Ensure that the information you provide is complete and accurate. For example,
- Begin the URL with http:// or https://.
- The Full URL should contain the context root.
- Provide correct access credentials for the selected security policy.
- Note: You can't edit the Application Name once you save the details.
- Click Save and Close.
Create Application Integration
You can use the Application Name, configured in the above setup, when configuring your External URL task type.
Use the following syntax for the URL - {application:<application_name>}. For example, {application:myOracleHome} where myOracleHome is the configured Application Name.
If you have multiple tasks pointing to the same external site, you can use the same syntax as the URL for those tasks. When there is a change to the external site address, you must update the Full URL for the required Application Integration. You don’t need to update individual journey tasks.
External URL Task Configuration
Personalize your references and use an external site address.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- For more information on integration with additional applications, see Chapter 9, Additional Functionality in the Using Functional Setup Manager guide on Oracle Help Center.
Role Information
You must be granted the Application Implementation Consultant role to work on the application integration task.
Additional Attributes Added to Business Title LOV
We have made it easy for you to identify the appropriate assignment by using additional attributes added in the Business Title list of values (LOV) on the Employment Info page. These are the list of attributes that are available in the Business Title LOV (the attributes are mentioned here in the sequence in which they are concatenated):
- Business Title
- Assignment Number
- Legal Employer
- Worker Type
- Location (shows only if the value exists in the assignment)
- HR Status (shows only if the assignment is suspended or inactive)
NOTE: The semicolon (;) character will be used as a separator for the attributes.
Concatenated attributes in the Business Title LOV
The new attributes are added to the existing Business Title and HR Status attributes so that you can accurately identify the assignment you want to select.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
-
The attributes in the Business Title LOV are sorted first based on the HR status (in ascending order of Active, Inactive, or Suspended) followed by the assignment creation date (in descending order of the latest date first).
-
The value in the Business Title LOV may appear truncated in a mobile device if the value is too long.
Select Assignment Status for Source Assignment in Local and Global Transfer and Add Assignment Flows
You can now select the assignment status for the source assignment directly on the responsive Local and Global Transfer and Add Assignment flows instead of the earlier two-step method. This will enable you to choose your required assignment status over the value defaulted in the application.
The assignment status is applicable in these flows:
-
Local and Global Transfer (only Global Transfer and Global temporary Assignment)
-
Add Assignment (only Temporary Assignment)
Select the Source Assignment Status in the Responsive Pages
Users can now override the default source assignment status by selecting the status from the page in the responsive Local and Global Transfer and Add Assignment flows.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
-
The Source Assignment Status field is an application controlled field and it’s automatically available in the applicable flows.
-
The source assignment status value should be valid as of the effective date of the corresponding flow.
-
This table shows the properties of the Source Assignment Status field:
| Field Property | Global Transfer Flow | Global Temporary Assignment Flow | Add Temporary Assignment |
|---|---|---|---|
| Visibility | Yes | Yes | Yes |
| Values | All inactive HR statuses |
All active and suspended HR statuses |
All active and suspended HR statuses |
| Selected Value Applicability |
All assignments of the source work relationship |
Only the assignment which was used to start the flow |
Only the assignment which was used to start the flow |
-
The default assignment status will be defaulted in the Source Assignment Status field.
-
The sort order for the source assignment status will be default, followed by descending order of system status (in the order Suspended to Active) in the case of Global Temporary Assignment and Temporary assignment.
-
The Source Assignment Status field isn't supported in these tools: HDL, REST, and HSDL.
Retain Direct Reports in Source Assignment During Global Temporary Assignment Change
You can simplify your process by now having the control to move or retain direct reports in the source assignment when a manager has a global temporary assignment change. That is, you can decide to move direct reports from the source to the destination assignment or retain them in the source assignment.
This feature is available when you start the global temporary assignment from the responsive Local and Global Transfer flow. When you enable this feature, direct reports from the source assignment are copied to the Add Direct Reports section instead of the Reassign Existing Reports section. This gives you the flexibility to remove the direct reports that need to be retained in the source assignment and not moved to the destination assignment.
Only those direct reports with which the source assignment has a line manager relationship will be populated in the Add Direct Reports section. For example, Donna is a line manager of Amit and Marry, and project manager for Shaun. In this case, only Amit and Marry will be defaulted in the Add Direct Reports section when the global temporary assignment is started for Donna.
Direct reports from the source assignment are copied to the Add Direct Reports section
Users will find it easy to decide which direct reports from the source assignment they want to remove or retain because all such reports are readily displayed in the Add Direct Reports section.
Steps to Enable
By default, the profile option is set to Reassign Existing Reports which means the existing direct reports of the manager will be copied to the Reassign Existing Reports section (current behavior). To enable this new feature (display existing direct reports in the Add Direct Reports section), you must set the profile option to Add Direct Reports.
| Profile Option Code | Profile Display Name | Default Profile Value |
|---|---|---|
| ORA_PER_EMPL_GTA_POP_DIRECTS |
Defaulting of Direct Reports in Selected Section |
Reassign Existing Reports |
This table describes the profile option values:
| Serial Number | Profile Value | Description |
|---|---|---|
| 1 | Reassign Existing Reports | The application defaults the manager’s existing direct reports in the Reassign Existing Reports section of the Global Temporary Assignment flow. |
| 2 | Add Direct Reports | The application defaults the manager’s existing direct reports in the Add Direct Reports section of the Global Temporary Assignment flow. |
To set the profile option to display existing direct reports in the Add Direct Reports section, navigate to the Setup and Maintenance work area.
-
Search for and click the Manage Administrator Profile Values task.
-
Search for the ORA_PER_EMPL_GTA_POP_DIRECTS profile option code and select the profile option in the search results.
-
In the Profile Values area, select Add Direct Reports in the Profile Value field.
-
Click Save and Close.
Tips And Considerations
When you set the profile option as Add Direct Reports, these things happen:
-
The direct reports who don’t have line manager relationship with the source assignment continue to stay in the source assignment and are not moved to the assignment which is newly created as part of the global temporary assignment.
-
The Reassign Existing Reports section won’t be shown in the global temporary assignment regardless of whether you select the section in the questionnaire page.
However, for global temporary assignment transactions initiated in release 21B, the Reassign Existing Reports section will be shown in the global temporary assignment flow in the following scenario (irrespective of the profile option that you set): The transaction is still pending approval when the upgrade to release 21C happens and the approver edits the transaction in the upgraded release.
Retain User Changes in Salary Section of Employment Flows While Changing Effective Date
You can now retain your salary changes in these employment flows even though you change the effective date:
-
Local and Global Transfer
-
Create Work Relationship
-
Convert Pending Worker
-
Add Assignment
-
Change Location
-
Promote
-
Transfer
-
Change Assignment
The changes will also be retained when the approver changes the transaction date in the employment flows as part of Edit the Transaction feature.
Retaining the salary changes will reduce time and ensure accuracy.
Steps to Enable
By default, the profile option is set to N which means your changes won’t be retained. To retain your changes, you need to set this profile option to Y.
| Profile Option Code |
Profile Display Name | Default Profile Value |
|---|---|---|
| ORA_PER_EMP_RETAIN_CHANGES |
Retain employment changes | N |
To enable the profile option (set it to Y), navigate to the Setup and Maintenance work area:
- Search for and click the Manage Administrator Profile Values task.
- Search for the ORA_PER_EMP_RETAIN_CHANGES profile option code and select the profile option in the search results.
- In the Profile Values area, enter Y in the Profile Value field.
- Click Save and Close.
Tips And Considerations
-
When the profile option is set to Y, only employment, person, and salary changes if found valid as of the new effective date, are retained. Changes for other sections, such as Payroll, and Absences are not retained based on this profile option.
-
If the salary basis changes when you change the effective date, the salary changes will not be retained.
-
For the salary changes to be retained, you need to navigate to the Salary section after changing the effective date.
-
If you change the transaction date, and the date is earlier to the previous assignment row or after the future assignment row, your changes won’t be retained and the current application behavior of resetting your changes will be continued.
For example, if you added the assignment row having effective date of 01-Mar-2019, the changes will be retained only when the date is changed between 01-Feb-2019 and 01-Jun-2019.
| Date | Action | Business Unit | Location | Job | Department | Grade | Salary | Additional Information |
|---|---|---|---|---|---|---|---|---|
| 01-Jan-2019 | Hire | Business Unit1 | Location1 | Job1 | Department1 | Grade1 | 120,000 USD | Historical row |
| 01-Feb-2019 | Transfer | Business Unit1 | Location1 | Job1 | Department2 | Grade1 | 120,000 USD |
Historical row |
| 01-Mar-2019 | Change Assignment | Business Unit1 | Location2 | Job1 | Department2 | Grade1 | 125,000 USD |
Newly added row |
| 01-Jun-2019 | Promotion | Business Unit1 | Location1 | Job1 | Department2 | Grade1 | 130,000 USD |
Future row |
-
If you are using the AutoComplete feature for responsive Employment flows mentioned in the description, you must re-evaluate your AutoComplete rules before using this feature. The AutoComplete rules related to defaulting are not impacted. However, the AutoComplete rules related to validation may be impacted and must be re-tested.
Key Resources
-
The 21A Global Human Resources Employment What's New feature: Retain User Changes in Employment Flows While Changing Effective Date
-
Employment Profile Options topic in the Employment chapter of the Implementing Global Human Resources guide in the Oracle Help Center
Assignment-Based Document Records Automatically Managed During Employment Processes
We have automated the process of moving and deleting assignment-based document records during employment processes. For example, assignment-based document records are automatically moved or deleted during the Global Transfer, Cancel Work Relationship, and Delete Assignment processes when you perform these actions:
- Move assignment-based Document Records from source assignment to destination assignment during a global transfer (Local and Global Transfer, Mass Legal Employer Change).
- Move assignment-based Document Records from destination assignment to source assignment when a global transfer work relationship is cancelled.
- Delete assignment-based Document Records when a non-global transfer work relationship is cancelled.
- Delete assignment-based Document Records when an assignment is deleted.
This table lists the actions and the ability to perform the actions using different tools:
| # | Action | Page | HDL | HSDL | REST |
|---|---|---|---|---|---|
| 1 | Move document records from source to destination assignment. | Yes | No | No | No |
| 2 | Move document records from destination to source assignment. |
Yes | Yes |
Yes |
Yes |
| 3 | Delete document records when work relationship is cancelled. | Yes |
Yes |
Yes |
Yes |
| 4 | Delete document records when assignment is deleted. |
Yes |
Yes |
Yes |
Yes |
This table lists the processes and the points to consider when using each:
| Process Name | Points to Consider |
|---|---|
| Global Transfer |
|
| Cancel of Global Transfer Work Relationship |
|
| Cancel of non-Global Transfer Work Relationship |
|
| Delete Assignment |
|
This feature allows automatic movement or deletion of assignment-based document records seamlessly during certain employment processes.
Steps to Enable
By default, these profile options are set to N. To enable the new feature, you must set the profile options to Y.
| Profile Option Code | Profile Option Name | Default Profile Value |
|---|---|---|
| ORA_PER_DOR_ASG_LVL_MOVE_ON_CHANGE_LE |
Move Assignment Level Document Records During Change Legal Employer Enabled |
N |
| ORA_PER_DOR_ASG_LVL_DELETE_ON_CANCEL_WR |
Delete Assignment Level Document Records During Cancel Work Relationship Enabled |
N |
| ORA_PER_DOR_ASG_LVL_DELETE_ON_DELETE_ASG |
Delete Assignment Level Document Records During Delete Assignment Enabled |
N |
To set the profile option to Y, navigate to the Setup and Maintenance work area.
-
Search for and click the Manage Administrator Profile Values task.
-
Search for the profile option code and select the profile option in the search results.
-
In the Profile Values area, select Y in the Profile Value field.
-
Click Save and Close.
Key Resources
For more information, see the following resource:
-
Topic in the Using Global Human Resources guide on Oracle Help Center: Chapter 9 > Hire and Manage Workers > Promote and Transfer People > Local and Global Transfer
-
Document on My Oracle Support: Changing a Worker's Legal Employer in HCM Cloud (Document ID 2649381.1)
Additional Assignment Attributes and Manager Type Attribute Added in Employment Approval Rules
We have enhanced employment approval rules to support additional assignment attributes, such as Business Title, User Assignment Status, System Person Type, and Proposed User Person Type where applicable.
Additionally, you can compare managers within a manager type in the employment approval workflow using the Manager Type functions in the BPM worklist. For example, if a manager of type Absence Approver is changed, you can use the functions to route the approvals to another manager of the same type.
Until Update 21B, we had only the GetManagers function which used two parameters (Manager Type and Current or Proposed Assignment Supervisor List context) and displayed any single manager user name randomly for a given manager type.
In this update, these are the two functions added in the employment rule dictionary to define approval rules:
-
GetAllManagersForManagerType: This function uses two new parameters (Manager Type and Current or Proposed Assignment Supervisor List context) and displays all the manager user names for a given manager type as a comma separated list.
-
GetAllManagers: This function uses one parameter (Current or Proposed Assignment Supervisor List context) and displays all types of manager user names as a comma separated list.
Select Advanced Mode to use the Functions
Two New Functions Added in the Employment Rule
You can now configure rules for calculating the work measure FTE indicator in the BPM worklist. You can’t compare values of FTE in the current and proposed assignment in an approval rule. However, the approval rule can be configured for the FTE value within a current or a proposed assignment. While configuring the approval rule with the work measure indicator, you need to use the value (Y or N) and the unit (FTE) together. You can’t use the headcount unit and value to configure the approval rule.
Configure Rules for Calculating the FTE Work Measure
Use the value (Y or N) and the Unit (FTE) Together when you Configure the Approval Rule with the Work Measure Indicator
It’s easier to configure and route employment approvals and compare managers in the approval workflow using various attributes.
Steps to Enable
You don't need to do anything to enable this feature.
Additional Flexfield Parameters Added in Assignment DFF and EFF
You can now ensure data accuracy by allowing users to use these additional assignment attributes as parameters in assignment Descriptive Flexfields (DFF) and Extensible Flexfields (EFF): Position ID, Contract ID, Period of Service ID, and Source Assignment ID.
This table shows the list of parameters that you can use in the assignment DFF and EFF:
| Serial Number | Parameter Name | Data Type | Description |
|---|---|---|---|
| 1 | CONTRACT_ID | Number | Contract identifier |
| 2 | PERIOD_OF_SERVICE_ID | Number |
Period of service identifier |
| 3 | POSITION_ID | Number |
Position identifier |
| 4 | SOURCE_ASSIGNMENT_ID | Number |
Source assignment identifier |
You can now use additional assignment attributes as parameters when you configure assignment EFFs and DFFs.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
-
If you have configured the value set or default conditions using parameters for the EFF, these values will be reinitialized only when you navigate to the EFF field.
-
You can’t use the Contract ID as a parameter in Assignment DFF and Assignment EFF in these flows:
-
Create flows, such as Hire an Employee, Add a Contingent Worker, Add a Pending Worker, and Add a Nonworker
-
Local and Global Transfer (Global Transfer and Global Temporary Assignment)
-
Create Work Relationship
-
Add Assignment
-
-
The source assignment ID may not be populated for all assignments. This may impact your configuration if the source assignment ID is used as a parameter. For more information on how to populate the source assignment ID, see this document on My Oracle Support: Changing a Worker's Legal Employer in HCM Cloud (Document ID 2649381.1).
Key Resources
-
The 21B Global Human Resources Employment What's New feature: Flexfield Parameters Supported for Assignment EFF
-
Using flexfield parameters in value sets for worker assignments, see the Worked Example: Using Flexfield Parameters in Value Sets for Worker Assignments Document ID 2446362.1 on My Oracle Support
-
Employment flexfields, see the Employment Flexfields topic in the Implementing Global Human Resources guide located on the Oracle Help Center
Load Workers Using HDL and HSDL for Higher Bargaining Unit Lookup Values
You can now load workers using HCM Data Loader (HDL) and HCM Spreadsheet Data Loader (HSDL) even when there are more than 500 values for the bargaining unit lookup type.
Optimize your worker loading experience by now having the capacity to accommodate more than 500 values for the bargaining unit attribute.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
-
In HSDL, a search dialog box is displayed for the Bargaining Unit field instead of a drop-down list. This is to enable the user to search the desired bargaining unit value.
New search dialog box for the Bargaining Unit attribute in HSDL
Key Resources
For more information, see the following resource:
-
HCM Business Objects guide on Oracle Help Center: Chapter 3 > Loading Workers
Change Manager of Direct Reports During Cancel Work Relationship Process
We have made the Cancel Work Relationship process easier so that you can also reassign a manager’s direct reports to another manager during the process. If you are trying to cancel the work relationship of a manager with direct reports, the Cancel Work Relationship page displays the list of direct reports and their relationship start date. All assignment information and associated direct reports are displayed grouped by the business title of each assignment in the work relationship.
For example, HR specialists can view the manager details from the Cancel Work Relationship page. The details include the direct reports for the manager and their manager relationship start dates for the entire history of the manager’s work relationship.
Note: You can’t cancel the work relationship if the associated assignments have a manager relationship at any point of time in the work relationship.
Cancel Work Relationship Page with Direct Reports Grouped by the Assignment Business Title
This enhancement gives you the flexibility to move the direct reports to a new manager. You can move the direct reports individually by clicking the Change Manager button corresponding to each direct report.
Use the Change Manager Button to Individually Move a Direct Report to the New Manager
The start date is defaulted in the responsive Change Manager flow as the manager relationship start date, thereby reducing the manual effort of entering the start date.
You can also move the direct reports together if the manager relationship start date of the reports is the same, by selecting the Direct Reports quick action from the corresponding business title smart navigation.
Use the Direct Reports Quick Action to Move a Set of Direct Reports to the New Manager
During the Cancel Work Relationship process, users can view the direct reports details of the manager for the entire history of the selected work relationship across multiple assignments. The users can also start the Change Manager or Direct Reports flow for the direct reports directly from the Cancel Work Relationship page. This reduces the overall effort in cancelling the work relationship of the manager and provides a summarized view of the manager relationship start dates for the direct reports.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
-
This feature is enabled out-of-the-box.
-
If the manager relationship start date is different for direct reports, then the change manager quick action is recommended.
-
If the manager relationship start date is same for direct reports, then the Direct Reports quick action is recommended because you can reassign the direct reports in a single transaction.
-
All direct reports having a relationship with the manager (for all manager relationships, such as line manager, project manager, matrix manager, and so on) will be displayed on the Cancel Work relationship page.
-
If the user clicks the Change Manager button in the Cancel Work Relationship page, then the manager relationship start date is defaulted as the effective start date in the When and Why section of the Change Manager page. However, if the user selects the Direct Reports quick action from the smart navigation in the business title, then the manager relationship start date isn’t defaulted in the Direct Reports page. This is because each direct report may have different start dates.
Key Resources
What happens if I cancel a work relationship, Chapter 8, Employment Information, Using Global Human Resources, Global Human Resources Cloud on the Oracle Help Center.
Parameterized Document Record Deep Links
Use the enhanced deep links in Document Records that now support additional parameters. With this capability you can use the deep links and directly go to application pages that you need.
The parameters that you can include are:
-
Person ID
-
Person Number
-
Document Type ID
-
System Document Type
-
Mode - mode of the document records page, this can be either Create, View, or List
-
Document Type Read Only - should be passed if you pass pMode as CREATE. It can have two values Y or N.
| Deep Link |
Purpose | Name and Description of ObjKey Parameter |
|---|---|---|
| Document Records (DOCUMENT_RECORDS_ANY,NONE) |
Opens the Document Records page of any person without person search. Note: This is same for both HR specialists and managers. |
pPersonId: unique identifier of the person. pPersonNumber: number that uniquely identifies the person. Note: Either pPersonId or pPersonNumber is required. pDocumentTypeId: unique identifier of the document type of a specific document record. pSystemDocType: unique identifier of system document type of a specific document record. Note: Either pDocumentTypeId or pSystemDocType is required. pMode: mode of document records page. It can have three values. CREATE: To open Add Document Records page VIEW: To open the document record of the specified type, if it exists. Else, opens the list view. LIST: To open the Document Records list page Note: If you don't pass pMode, then LIST is passed as the default mode. pDocTypeReadOnly: should be passed if you pass pMode as CREATE. It can have two values Y or N. If it's Y then the document type field is read-only on the Add Document Records page, else it's editable. |
| Document Records (MANAGER_DOCUMENT_RECORDS,NONE) |
This is for managers. Displays the person search page where managers can search for their directs and open the Document Records page. |
pDocumentTypeId: unique identifier of the document type of a specific document record. pSystemDocType: unique identifier of system document type of a specific document record Note: Either pDocumentTypeId or pSystemDocType is required. pMode: Mode of Document Records page. It can have three values: CREATE: To open Add Document Records page VIEW: To open the document record of the specified type, if it exists. Else, open the list view. LIST: To open the Document Records list page Note: If you don't pass pMode, then LIST is passed as Default mode. pDocTypeReadOnly: should be passed if you pass pMode as CREATE. It can have two values Y or N. If it's Y then the document type field is read-only on the Add Document Records page, else it's editable. |
| Document Records (HR_DOCUMENT_RECORDS,NONE) |
This is for HR specialists. Displays the person search page where HR specialists can search their organization and open the Document Records page. |
pDocumentTypeId: unique identifier of the document type of a specific document record. pSystemDocType: unique identifier of system document type of a specific document record Note: Either pDocumentTypeId or pSystemDocType is required. pMode: mode of Document Records page. It can have three values: CREATE: To open Add Document Records page VIEW: To open the document record of the specified type, if it exists. Else, open the list view LIST: To open the Document Records list page Note: If you don't pass pMode, then LIST is passed as Default mode. pDocTypeReadOnly: should be passed if you pass pMode as CREATE. It can have two values Y or N. If it's Y then the document type field is read-only on the Add Document Records page, else it's editable. |
| Document Records (DOCUMENT_RECORDS,NONE) |
Opens the Document Records page for the signed in user. |
NA |
| Create Document Record (EMP_CREATE_DOCUMENT_RECORDS,NONE) |
Displays the Create Document Records page of the signed-in user. |
NA |
| Document Delivery Preferences (EMP_DOC_DELIVERY_PREF,NONE) |
Opens the Document Records page of the signed in user. |
NA |
| Document Delivery Preferences (MGR_DOC_DELIVERY_PREF,NONE) |
This is for managers. Displays the person search page where managers can search for their directs and open the Document Delivery Preferences page. |
NA |
| Document Delivery Preferences (HR_DOC_DELIVERY_PREF,NONE) |
This is for HR specialists. Displays the person search page where HR specialists can search their organization and open the Document Delivery Preferences page. |
NA |
Easy navigation and access, thereby saving time and improving user experience.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- The deep links will display the responsive pages for document records and document delivery preferences.
Key Resources
- For more information on deep links, see Deep Links in Chapter 12, Workforce Records in the Implementing Global Human Resources guide on Oracle Help Center.
Enhanced Document Records Notifications to View Attachments
You can now use the View Attachments link in a document record approval notification. This link enables you to navigate to a page that displays all attachments for the document record.
View Attachments Link in Document Records Notification
Page that Displays Attachments Accessed from View Attachments
Ability to navigate to a page that displays all attachments for the document record.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- Clicking the View Attachments link opens a new browser window.
- Deleting a document record or deleting attachments when updating a document record will not display the View Attachments link in the notification.
- Preview of attachments in the notification is not possible, due to a limitation in the preview component.
New Non-Unique Title Field Added to the Department Entity
A non-unique field, Title is added to the Department setup page to capture additional department information. You can now create departments with the same title. This means that the department name should be unique but the title can be same across many departments. For example, as shown in the image below, the Sales and Marketing department (title) can be common across the enterprise but there can only be one unique US Sales and Marketing department (name) in the enterprise.
By default, the Title field isn't visible nor is it mandatory. You can enable it using the profile option, Title Attribute in Departments Enabled (ORA_PER_ENABLE_DEPARTMENT_TITLE).
Once enabled, you can see the Title field in all the Department pages, including Create, Update, Correct, and Review pages. In release 21C, the Title field will appear automatically in the Department LOV, based on the profile option, only on the responsive position pages. However, starting release 21D, you will have to enable the Title field in the Department LOV using the Configurable LOV feature - Lists of Values Configuration. Once you enable the Title field in the Department LOV using the Configurable LOV feature, it will appear on responsive position and employment pages
You can also search for departments based on this attribute.
How You Make the Title Field Mandatory
By default, the Title field is optional but you can make it mandatory on the Department pages using the Page Composer. Use these steps to make the field mandatory.
- Navigate to Home > Configuration > Sandboxes.
- Click Create Sandbox and enter a name for the sandbox.
- Add Page Composer from the Add Tools list.
- Click Create and Enter.
- Navigate to Home > My Client Groups > Workforce Structures > Manage Departments.
- Click Create.
- Click Edit Pages from the Settings and Actions menu on the right.
- Click Structure and place your cursor in the Title field.
- Click Edit in the Confirm Shared Component Edit window.
- Search for InputText:Title in the component list and click the Edit icon.
- Scroll down to the Required field in the Edit Properties window and click the down arrow.
- Select Expression Builder.
- Add the #{pageFlowScope.makeTitleMandatory eq 'Y'} condition in the expression editor.
- Click OK.
- Scroll down to the Show Required field in the Edit Properties window and click the down arrow.
- Select Expression Builder.
- Add the #{pageFlowScope.makeTitleMandatory eq 'Y'} condition in the expression editor.
- Click OK.
- Click OK in the Edit Properties window.
This feature enables you to create departments with the same title, which can be useful when you have the same department title within the enterprise.
Steps to Enable
By default, the profile option is set to N (No). To enable the field, you need to set this profile option to Y (Yes).
| Field | Value |
|---|---|
| Profile Option Code |
ORA_PER_ENABLE_DEPARTMENT_TITLE |
To enable the profile option (set it to Y), navigate to the Setup and Maintenance work area:
- Search for and click the Manage Administrator Profile Values task.
- Search for the ORA_PER_ENABLE_DEPARTMENT_TITLE profile option code and select the profile option in the search results.
- In the Profile Values section, enter Y in the Profile Value field.
- Click Save and Close.
Tips And Considerations
- Title is a non-mandatory, text attribute of the same size as the current Name attribute.
- You can translate the Title value in languages available in your environment.
- You can make date-effective updates and correct the existing value of Title.
- This attribute can be displayed only on the Departments setup pages and not on any other Organization setup pages.
- You can enable audit for the Title attribute, if required.
- You can upload data into this field using HCM Data Loader (HDL) and the predefined HCM Spreadsheet Data Loader (HSDL) template. However, it isn't possible to make this field mandatory for HDL and HSDL updates. In addition, there is a validation that you can upload values for this field only if the organization classification is Department and the profile option is enabled.
- The Title attribute is also migrated when you migrate your department configuration using the Functional Setup Manager (FSM) export/import functionality.
- The Title attribute is added to the ManageOrganizations data model and also to the CreateOrganizationReport, UpdateOrganizationReport, and DTDeleteOrganizationReport BIP templates.
- You can build rules using this attribute value as it's now available in the approvals payload as given below:
- In the Proposed Organization folder for Create Organization approval process.
- In the Current Organization and Proposed Organization folders for Edit Organization approval process.
- In the Current Organization folder for Delete Date Effective Organization Record approval process.
- Title isn't included in the organizations REST Get method.
- This field isn't currently available in the OTBI subject area.
Key Resources
For more information, refer to the following resources on the Oracle Help Center:
- Chapter 7: Workforce Structures: Organizations, Implementing Global Human Resources guide, Human Resources Cloud
- Departments, Divisions, and Organizations, Chapter 4: Departments, Divisions, Organizations, Locations, and Worker Unions, Using Global Human Resources guide, Human Resources Cloud
Role Information
You must be granted the Human Capital Management Application Administrator role to work in a sandbox.
Approvals Support for Job Responsive Pages
You can now set up approvals for these Job responsive processes:
- Create Job (Duplicate Job is included in this flow)
- Edit Job (Correct or Update Job is included in this flow)
- Delete Date Effective Job Record
You can either bypass approvals or configure rules for approval. In case of bypass approvals the job transaction is submitted without any approval routing. When you configure rules, notifications are sent to the approvers that are set up in the approval rule, on submission of the transaction.
You can also view any pending approvals for a job in the Search page. By default, the Pending Changes field is hidden. These are the steps to enable it in the Search page.
- Navigate to My Client Groups and click HCM Experience Design Studio from the quick actions. A sandbox will be automatically created.
- Go to HCM Experience Design Studio > Transaction Design Studio.
- Select the Job Search action.
- Click Add.
- Specify the basic rule details.
- Select the Active check box.
- Select the Job Search region in the Page Attributes section.
- Change the visibility setting for the Pending Changes field to Visible.
- Click Save and Close.
You can now enable the Save functionality in the Create Job and Job Details flows. The Save functionality allows you to save transactions and complete them in the future.
This feature improves the user experience when working with the Job responsive pages.
Steps to Enable
Use these steps to enable the Save options on the Create Job page.
- Navigate to Configuration > Sandboxes.
- Click Create Sandbox and enter a name for the sandbox.
- Add Page Composer from the Add Tools list.
- Click Create and Enter.
- Navigate to Home > My Client Groups > Job Details.
- Click Add and then Continue to open the Create Job page.
- Click Edit Pages from the Settings and Actions menu on the right.
- Click Structure and place your cursor near the Submit and Cancel buttons region.
- Click Edit in the Confirm Shared Component Edit window.
- Search for responsiveTransactionToolbar[Edit Component] in the component list and click the Show the properties of the responsiveTransactionToolbar icon.
- Scroll down to the Save Rendered field in the Edit Properties window and click the down arrow.
- Select Expression Builder.
- Add true in the expression editor.
- Click OK.
- Repeat steps 10 to 13 for the Save and Close Rendered field.
To enable the Save options only in the Edit Job Details page, follow the steps listed above.
- In steps 5 and 6, navigate to Edit Job Details page - Job Details > Search for job and navigate to the view page; then click Actions and select Correct
- In step 13, specify the Save Rendered condition as - #{pageFlowScope.jobViewAndEditParamMap.DisplayMode ne 'view'}
Please note that the Save options aren't enabled in the View Job Details with these steps.
Key Resources
For more information, refer to the following resources on the Oracle Help Center.
- Chapter 15: Notifications and Approvals, Implementing Global Human Resources, Global Human Resources Cloud.
- Overview of Using Page Composer, Chapter 3: Page Content and Layout, Configuring and Extending Applications, Global Human Resources Cloud.
Role Information
You must be granted the Human Capital Management Application Administrator role to enable a sandbox.
Enhanced LOV For Organization Manager And Cost Center Manager
You can now see the Person Number field along with the currently displayed values in the Organization Manager LOV and the Cost Center Manager LOV on the Department Details page.
Was earlier without the person number Currently shows the person number
For assignments of type Employee and Contingent Worker and where the primary flag is Y, these are the concatenated values displayed in order in the second column.
- (Person Number)
- (Assignment Status)
- Job Name {if not null} OR Assignment Name - Assignment Number {if the two are different} OR Assignment Number {if job name is null and assignment number is same as assignment name}
- (Legislation Code) {of the person's name for Global name type}
This feature helps you easily identify the correct Organization Manager and Cost Center Manager from a list of similar values.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
For more information, refer to the following resources on the Oracle Help Center.
- Chapter 7: Workforce Structures: Organizations, Implementing Global Human Resources, Global Human Resources Cloud
- Departments, Divisions, and Organizations, Chapter 4: Departments, Divisions, Organizations, Locations, and Worker Unions, Using Global Human Resources, Global Human Resources Cloud
Requisitions Added to Position Details
You can now see Oracle Recruiting requisitions in the Position Details read-only page.
Click the requisition title to open the requisition details in Oracle Recruiting.
This feature enables users to view the requisitions associated with the position.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
For more information, refer to the following resources on the Oracle Help Center:
- Chapter 5: Jobs and Positions, Using Global Human Resources guide, Human Resources Cloud
- Create a Job Requisition Based on a Position, Chapter 2, Job Requisitions, Using Recruiting guide, Oracle Talent Management Cloud
Position Approvals: Route Approvals Based on the Incumbent
You can now route position approval rules to incumbents in the parent position instead of just the initiator’s hierarchy.
Applicable Processes
The approval routing to incumbents in the parent position is for these processes:
- Create Position
- Edit Position
- Request New Position
- Request Position Change
How Do Position Approvals Work
Prior to 21C, position approval would go to the line manager of the requestor if you select the manager hierarchy in the approval setup.
Now, the position approval can be routed to either All Parent Position Incumbents or to a specific Identified Parent Position Incumbent.
| Routing Option | Description |
|---|---|
| All Parent Position Incumbents |
Approval notification will be routed to all incumbents in the parent position. |
| Identified Parent Position Incumbents |
Approval notification will be routed to only a specific incumbent in the parent position. The incumbent to whom the approval will be routed depends on the value defined in the profile option, ORA_PER_POS_INCUMBENT_TENURE_ASG_SUP
|
Let’s look at how position approvals work with this diagram.
You can define the approvals to be routed to either all incumbents or only a specific incumbent in the parent position. To route the approval to a specific incumbent only, you need to set the appropriate value in the profile option.
Examples of Tenure Calculation
Let’s look at how the tenure is calculated for the purpose of approval routing to a specific incumbent in some of these scenarios.
1. Multiple Managers in Parent Position in Single Assignment and Assignment Changes
Two managers, Amit Shukla and Donna Smith are in the same position. The former spent the longest in the same assignment and the latter spent the longest tenure in the enterprise but with changes in assignment.
| Employee | Action | Date | Position | Status | Tenure | Comments |
|---|---|---|---|---|---|---|
| Amit Shukla | Hire | 1-Jan-2009 |
Assistant Manager | Active | 12 years | Active in the position for 12 years |
| Donna Smith | Hire | 1-Jan-2000 | Assistant Manager |
Active | 5 years | |
| Change Assignment | 1-Jan-2005 |
Sales Analyst | Active |
6 years | ||
| Change Assignment | 1-Jan-2010 |
Assistant Manager |
Active |
11 years | Adding the tenure for the Assistant Manager position, 16 years (11 + 5) Even if the profile value was set to Longest Tenure in Enterprise, the approval will be routed to Donna Smith |
2. Multiple Managers in Parent Position in Single Assignment and with Inactive Assignment
Two managers, Amit Shukla and Jason King are in the same position. The former spent the longest in the same assignment and the latter spent the longest tenure in the enterprise but was transferred to a different legal employer (global transfer).
| Employee | Action | Date | Position | Status | Tenure | Comments |
|---|---|---|---|---|---|---|
| Amit Shukla | Hire | 1-Jan-2009 |
Assistant Manager | Active | 12 years | Active in the position for 12 years |
| Jason King | Hire | 1-Jan-2005 | Assistant Manager | Active | 6 years | |
| End Assignment | 31-Dec-2010 | Sales Analyst | Inactive | The last day of this assignment is 31-Dec-2010. The effective start date of the assignment's inactive status is 1-Jan-2011. |
||
| Add Assignment | 1-Jan-2010 | Assistant Manager | Active | 11 years | Adding the tenure in the Assistant Manager position and removing the overlap period, we get: 16 Years (6 + 11 -1 years (Overlap Removed)) |
3. Multiple Managers in Parent Position in Single Assignment and with Rehire
Two managers, Amit Shukla and Paul Smith are in the same position. The former spent the longest in the same assignment and the latter spent the longest tenure same assignment and position even after being rehired into the same position.
| Employee | Action | Date | Position | Status | Tenure | Comments |
|---|---|---|---|---|---|---|
| Amit Shukla | Hire | 1-Jan-2009 |
Assistant Manager | Active | 12 years | Active in the position for 12 years |
| Paul Smith | Hire | 1-Jan-1995 | Assistant Manager |
Active |
6 years | |
| Termination | 31-Dec-2000 | Assistant Manager |
Inactive | |||
| Rehire | 1-Jan-2010 | Assistant Manager |
Active |
11 years | Adding the tenure the person is active in the given position 17 years (6 + 11) |
Please note if there’s more than one incumbent fulfilling the tenure criteria, then the person record creation date and time are considered for approval routing.
This feature enables you to route approvals to the appropriate people who should approve the position.
Steps to Enable
The Identified Parent Position Incumbent option is based on the profile option ORA_PER_POS_INCUMBENT_TENURE_ASG_SUP.
By default, the profile option is set to Longest tenure in assignment..
| Field | Value |
|---|---|
| Profile Option Code |
ORA_PER_POS_INCUMBENT_TENURE_ASG_SUP |
To set a value for the profile option, navigate to the Setup and Maintenance work area:
- Search for and click the Manage Administrator Profile Values task.
- Search for the ORA_PER_POS_INCUMBENT_TENURE_ASG_SUP profile option code and select the profile option in the search results.
- In the Profile Values section.
- You can choose any of these profile values:
| Profile Option Value | Description |
|---|---|
| Longest tenure in assignment |
The approval is routed to the parent position incumbent with the longest tenure in the assignment. This option considers both, active and suspended assignments. This is the default value. |
| Longest tenure in enterprise |
The approval is routed to the parent position incumbent with the longest tenure in the enterprise. This option considers only active assignments. |
| Longest tenure in position |
The approval is routed to the parent position incumbent with the longest tenure in the position. This option considers only active assignments. |
| Shortest tenure in enterprise |
The approval is routed to the parent position incumbent with the shortest tenure in the enterprise. This option considers only active assignments. |
| Shortest tenure in position |
The approval is routed to the parent position incumbent with the shortest tenure in the position. This option considers only active assignments. |
- Click Save and Close.
Key Resources
For more information, please refer the following resources on the Oracle Help Center:
- Chapter 15: Notifications and Approvals, Implementing Global Human Resources guide, Human Resources Cloud
- Chapter 5: Jobs and Positions, Using Global Human Resources guide, Human Resources Cloud
Autocomplete Rules for Document Records Business Object
You can now use document records business object to define the autocomplete rules according to your business needs. Some of the common business use cases are included as delivered rules in the document records business object. You can use the rule as is, or use it as a template to create your own autocomplete rules.
The Document Records business object contains details of document records created based on document types such as passport, driver's license, birth certificate and so on based on the HR_DOCUMENTS_OF_RECORD table. For example, you can create rules for these scenarios:
- Default Document Name or Issuing Country for whom the document record is being added
- Auto-populate fields based on the document type selected by the user
- Validation for date fields or invalid characters or for DFF segments
Impacted Responsive Flows
The Document Records business object impacts these responsive flows (if the Document Records plug-in section is enabled for them):
- Document Records
- Add Assignment
- Add Contingent Worker
- Add Pending Worker
- Add a Nonworker
- Change Assignment
- Change Location
- Change Manager
- Change Working Hours
- Create Work Relationship
- Direct Reports
- Edit Pending Worker
- Hire an Employee
- Local and Global Transfer
- Promote
- Resignation
- Termination
- Transfer
- Work Relationship
Delivered Rules
These are the predefined rules for the Document Records business object:
1. Default document name based on person and document type
2. Default issuing country based on the legislation code of the primary assignment
3. Validate document record from date is after current date
4. Validate document record to date is before current date
This feature gives autonomy and control to customers to extend their existing applications by creating their own rules without relying on Oracle Development to implement it.
Steps to Enable
To enable this feature you need to log a Service Request (SR).
To enable Autocomplete Rules in the HCM Experience Design Studio, you need to log a Service Request (SR). Please review and follow the instructions provided in the My Oracle Support document, Enabling Oracle HCM Cloud Autocomplete Rules (Document ID 2637151.1) to get access.
Tips And Considerations
-
You can't use any attachment attributes to validate or default in autocomplete rules for the Document Records business object.
-
It is recommended not to create Object Defaulting AutoComplete rules for the Document Records business object. This is because the defaulted values will be reset if you change the document type.
Key Resources
- For more information on the delivered rules, refer to Autocomplete Rules for HCM Experience Design Studio Enhancements feature in the 21B Human Resources > HCM Cloud Common Features Update
- Document Records, Chapter 4, Business Objects in Autocomplete, Configuring and Extending HCM Using Autocomplete Rules, Global Human Resources Cloud on the Oracle Help Center.
Role Information
You must be granted the Human Capital Management Application Administrator role to enable a sandbox.
Autocomplete Delivered Rules for Workforce Structures Business Objects
You can now use any of these delivered rules for the Position and Job business object to default and validate the position and job attributes respectively, if it fits your business needs. To use a delivered rule, make a copy of the delivered rule, modify the rule according to your requirements, and set it to Active.
Delivered Rules for Position Business Object
These are the delivered rules for the Position business object, which impacts the following responsive pages:
- Request a New Position
- Request a Position Change
- Position Details
1. Default Overlap Allowed to Yes
Defaults the Overlap Allowed option to Yes in the position pages.
2. Default Probation Period based on Job Family of the Selected Job
Defaults the Probation Period field based on the job family of the selected job.
3. Default Working Hour Frequency Based on Working Hours
Defaults the Working Hours frequency based on the number of working hours specified for a position. For example, if the Working Hours value specified is 40, then the Working Hours frequency value will be defaulted to "Weekly".
4. Validate Seasonal End Date based on Current Date
Validates whether the seasonal end date doesn't exceed 90 days from the current date.
5. Validate Regular or Temporary based on Position Type
Validates whether the position is temporary when the position type is Pooled.
6. Validate Hiring Status based on Effective Start Date
Validates whether the hiring status has a value other than Proposed when the effective start date is in the past.
7. Validate Position Name Formatting
Validates whether the position name starts with an alpha-numeric character.
Delivered Rules for Job Business Object
These are the delivered rules for the Job business object, which impacts the Job Details responsive page.
1. Default Full Time or Part Time to Full Time
Defaults the Full Time or Part Time option to Full Time.
2. Default Regular or Temporary Value based on Full Time or Part Time Option
Defaults the Regular or Temporary option to Regular when the Full Time or Part Time option value is Full Time.
3. Validate Job Code Formatting
Validates whether the job code is a numeric value and has 5 digits.
4. Validate Job Level based on Benchmark Option
Validates whether the job level isn't blank when the job is a benchmark job.
5. Validate Job Name Formatting
Validates whether the job name starts with an alpha-numeric character.
This feature increases user productivity and saves time when using delivered rules.
Steps to Enable
To enable this feature you need to log a Service Request (SR).
To enable Autocomplete Rules in the HCM Experience Design Studio, you need to log a service request (SR). Please review and follow the instructions provided in the My Oracle Support document, Enabling Oracle HCM Cloud Autocomplete Rules (Document ID 2767655.1) to get access.
Key Resources
- Autocomplete Rules for HCM Experience Design Studio Enhancements feature in the 21C Human Resources > HCM Cloud Common Features Update
- Workforce Structures, Chapter 4, Business Objects in Autocomplete, Configuring and Extending HCM Using Autocomplete Rules, Global Human Resources Cloud on the Oracle Help Center
Role Information
You must be granted the Human Capital Management Application Administrator role to enable a sandbox.
Autocomplete Rule for Offer on Worker Assignment Business Object
You can now create an autocomplete rule for the assignment business object during offer creation. You can also configure rule conditions to read values from the job requisition and compare it with the values entered or defaulted in the offer assignment. For example, you can validate if the job entered in the assignment section matches with the job (if present) in the job requisition, if not display an error message.
Autocomplete Rule for the Assignment Business Object During Offer Creation
This feature gives autonomy and control to customers to extend their existing applications by creating their own rules.
Steps to Enable
To enable this feature you need to log a Service Request (SR).
To enable Autocomplete Rules in the HCM Experience Design Studio, you need to log a service request (SR). To get access, please review and follow the instructions provided in the My Oracle Support document, Enabling Autocomplete Rules Feature Starting with Release 21B (Document ID 2767655.1).
Key Resources
-
For more information on the delivered rules, refer to Autocomplete Rules for HCM Experience Design Studio Enhancements feature in the 21B HCM Common What’s New > Common Features section.
-
Working with Employment Business Objects, Implementing Autocomplete Rules for HCM, Global Human Resources Cloud on the Oracle Help Center.
Role Information
You must be granted the Human Capital Management Application Administrator role to enable a sandbox.
Autocomplete Rules for Person Disability Business Object in Person
You can now use the Person Disability business objects to define autocomplete rules according to your business needs.
Person Disability business object added to Autocomplete Rules
The Person Disability business object contains a person's disability info such as blindness based on the PER_DISABILITIES_F table. For example, you can typically use this business object to validate that registration dates don't overlap in a worker's disability records.
Impacted Actions
The Person Disability business object impacts the Disability Info section in the Personal Details page.
Attributes
All attributes in the PER_DISABILITIES_F table are supported.
Navigation
You can navigate to other business object traversing row variable on Get Person.
Exceptions
Business object validation and business object defaulting rule types are supported for this business object.
Predefined Rules
There are no predefined rules for the Person Disability business object.
This feature gives autonomy and control to customers to extend their existing applications by creating their own rules instead of waiting on Oracle Development.
Steps to Enable
To enable this feature you need to log a Service Request (SR).
To enable Autocomplete Rules in the HCM Experience Design Studio, you need to log a service request (SR). To get access, please review and follow the instructions provided in the My Oracle Support document, Enabling Oracle HCM Cloud Autocomplete Rules (Document ID 2767655.1).
Key Resources
For more information, refer to the following resources on the Oracle Help Center:
- Autocomplete Rules for HCM Experience Design Studio Enhancements feature in the 21C HCM Common What's New features under Common Features.
- Person Disability, Person, Chapter 4 Business Objects in Autocomplete, Configuring and Extending HCM Using Autocomplete Rules guide, Human Resources Cloud
- Tables and Views for HCM guide, Human Resources Cloud
Role Information
You must be granted the Human Capital Management Application Administrator role to enable a sandbox.
Autocomplete Support for Additional Assignment Info Business Object
You can now author new rules for the additional assignment info business object according to your business needs. Using Autocomplete Rules for HCM Experience Design Studio, you can create your custom rules for assignment extensible flexfields (EFF) using the Additional Assignment Info business object.
The Additional Assignment Info business object contains EFF information based on the PER_ASSIGNMENT_EXTRA_INFO_M table. The object is typically used in this case:
-
Validate the retained grade segment based on worker assignment values
Each customer defined context or predefined context of the assignment EFF will be shown in the Autocomplete Rules UI under this hierarchy: Extensible Flexfields business object > Additional Assignment Info EFF
Context Codes for Additional Assignment Info
Impacted Responsive Flows
The Additional Assignment Info business object impacts these responsive flows:
-
Add Assignment
-
Add Contingent Worker
-
Add Nonworker
-
Add Pending Worker
-
Additional Assignment Info
-
Change Assignment
-
Change Location
-
Change Manager
-
Change Working Hours
-
Create Work Relationship
-
Employment Info
-
Hire an Employee
-
Local and Global Transfer
-
Promote
-
Transfer
This feature gives autonomy and control to customers to extend their existing applications by creating their own rules without relying on Oracle Development to implement it.
Steps to Enable
To enable this feature you need to log a Service Request (SR).
To enable Autocomplete Rules in the HCM Experience Design Studio, you need to log a Service Request (SR). Please review and follow the instructions provided in the My Oracle Support document, Enabling Oracle HCM Cloud Autocomplete Rules (Document ID 2637151.1) to get access.
Tips And Considerations
-
For the Additional Assignment Info business object, only validation rule type for business object is supported.
-
Validation is not applicable for the Additional Assignment Info standalone UI. Therefore, you can’t use the Additional Assignment Info standalone page if you are using Autocomplete to validate Additional Assignment Info.
-
The ServiceCall, Flex_ValidationDate, and TransSecurityUpd fields should not be used to author rules and will be removed from the Extensible Flexfields business object in a subsequent release.
-
Not all context codes are displayed for the Additional Assignment Info business object in Autocomplete Rules UI. To view all context codes, you need to perform the Refresh & Deploy Offline action for the Additional Assignment Info EFF using the Manage Extensible Flexfields task. For more information, refer to the Extensible Flexfields section in the Business Objects in Autocomplete chapter.
-
We recommend that you don’t enable flexfield and autocomplete validation at the same time for the same context.
-
When you update an EFF segment, you can’t calculate and set other segments of the same context.
-
You can’t access or set EFF segment values in a normal business object (for example, Person) logic.
-
You can’t default EFF segments using the segment values from a different EFF context.
Key Resources
For more information, see the 21C Human Resources What's New for this feature: Autocomplete Rules for HCM Experience Design Studio Enhancements
Additionally, refer to the following resources on the Oracle Help Center:
-
Employment, Chapter 4, Business Objects in Autocomplete, Configuring and Extending HCM Using Autocomplete Rules, Global Human Resources Cloud
-
Tables and Views for HCM guide, Human Resources Cloud
Role Information
You must be granted the Human Capital Management Application Administrator role to enable a sandbox.
Create Person Name Formats with Conditional Formatting
We've added a new name component called Conditional Name Component in the Manage Person Name Formats task to enable name formatting with conditions. This component can be used with only 2 core name attributes. There can be multiple Conditional Name Components used in the same person name format, but the Conditional Name Component can't be nested within another Conditional Name Component. You can add only name attributes in the Conditional Name Component. Punctuation components, such as the space, open bracket, and closed bracket and so on can be included after or before the Conditional Name Component.
With this component, you can create a name format so that if there is data in the first name attribute, that data will be displayed, otherwise the data from the second name attribute in the component will be displayed. For example, people with 'Preferred Names', which is the label typically used for the Known As attribute. Now you can create a Display Name format with the Conditional Name Format that includes the 'Known As' and 'First Name' attributes. If a person has data in the 'Known As' and 'First Name' fields, then the 'Known As' is displayed. If a person has no data in the 'Known As' but does have data in the 'First Name', then the 'First Name' is displayed.
Example Person Name Format with Conditional Name Component
While this process will update the various person name formats, this won't change the initials that are displayed when a person hasn't uploaded an image. That will continue to reflect the person's First Name and Last Name initials.
Improve your user experience so that the names that are displayed are more tailored to your requirements.
Steps to Enable
You need to update the name formats that your organization uses.
- In the Setup and Maintenance work area, use the Manage Person Name Formats task
- Offering: Workforce Deployment
- Functional Area: Workforce Information
- Task: Manage Person Name Formats
- Enter the Country and Format Type and click Search.
- Click on the format type link you want to update and change the Conditional Name Format component as per your requirement.
- Click Save and Close.
Once you complete updating your name formats, you need to run the Apply Name Formats to Person Names, Keywords and LDAP' job set from the Scheduled Processes page in the Tools work area with these parameters:
- Country Name for which you want to change the name format, and the
- Format Type to apply the name format set.
The new name format will be reflected for all employees belonging to that country.
If you are using Oracle Search, you need to run the initial ingestion ESS job, ESS job to create index definition and perform initial ingest to OSCS, once you have completed updating your name formats from the Scheduled Processes page in the Tools work area with this parameter value:
- fa-hcm-person
Tips And Considerations
- You can't enter any sub-components or separators in a Conditional Name Component.
- You can't nest a Conditional Name Component within another Conditional Name Component.
- If the first main component is moved up or second main component is moved down (out of the Conditional Name Component), then you don't have to do anything. But, if the first component is moved down or second component is moved up, then you need to move the other component similarly.
- Changes in an individual person name record takes precedence over the person name format changes for the country.
- Person names of new hires, subsequent to the update will inherit the person name format changes for the country.
Key Resources
For more information, refer to the following resources on the Oracle Help Center:
- Person Name Formats, Chapter 9: Person, Implementing Global Human Resources, Global Human Resources Cloud
- Apply Name Formats to Person Names, Keywords, and LDAP, Chapter 9: Person, Implementing Global Human Resources, Global Human Resources Cloud
Prepare for Changes to the Change Personal Information Approval Rule
Prepare for changes in the next release to the Change Personal Information approval rule. Currently the approval rule evaluates the primary address, phone, email, or national identifier record regardless of the record being acted upon. Starting in the next release, the approval rule will evaluate the address, phone, email, or national identifier record being acted upon and will not evaluate the primary record, by default. If you want to maintain the current behavior in the future releases, update your approval rule to reference the new primary flag attribute.
We expect that most users will not want to change their approval rule because the typical expectation is that the approval rule evaluates the record being acted upon, not always referencing the primary record.
Below is an example of a current approval and an updated approval referencing the new primary flag attribute:
Current approval rule:
Task.payload.Current Person Address.result.postalCode != Task.payload.Proposed Person Address.result.postalCode --> Approver 1
else AutoApprove
With the above approval rule, the current behavior is that regardless of which address record you are acting upon, the primary address is being used for evaluating the condition. So, if the user modifies a non-primary address, then it will always be autoapproved.
With this new feature, if you want to maintain the current behavior, your approval rule will be:
Task.payload.Current Person Address.result.postalCode != Task.payload.Proposed Person Address.result.postalCode && Task.payload.Current Person Address.result.PrimaryFlag="Y" -> Approver 1
Task.payload.Current Person Address.result.postalCode != Task.payload.Proposed Person Address.result.postalCode && Task.payload.Current Person Address.result.PrimaryFlag="N" -> AutoApprove
else AutoApprove
The updated rule will maintain the original behavior in the next release when the approval rule functionality is changed so that the modified record will be used to evaluate the condition. We are providing this feature in this release so that you have time to make and test the change to your approval rule.
For example, in the Email object, Current Person Email.result.primaryFlag == "Y" will return true for the primary record and false for the non primary record.
Example of the New Primary Flag Attribute in the Approval Rule
Your Change Personal Information approval rule will maintain the current behavior when the change is delivered in the next release and references the address, phone, email, or national identifier record being acted upon rather than always referencing the primary record.
Steps to Enable
You don't need to do anything to enable this feature.
Human Resources Replaced or Removed 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.
Message about Replacing Change Legal Employer Flow in Update 21D
We have provided a configurable information message in the Change Legal Employer flow which states that the Change Legal Employer flow will be replaced with the responsive Local and Global Transfer flow in Update 21D.
Information message on the Change Legal Employer flow
Be informed through an information message that the Change Legal Employer flow will be replaced with the responsive Local and Global Transfer flow in Update 21D.
Steps to Enable
By default, the ORA_PER_EMPL_FLOW_REPLACED profile option is set to Y which means that the information message is displayed. If you don’t want to display the message, you must set the profile option to N.
| Profile Option Code |
Profile Display Name | Default Profile Value |
|---|---|---|
| ORA_PER_EMPL_FLOW_REPLACED |
Banner to Display Replaced Employment Flow |
Y |
To set the profile option to N, navigate to the Setup and Maintenance work area.
-
Search for and click the Manage Administrator Profile Values task.
-
Search for the ORA_PER_EMPL_FLOW_REPLACED profile option code and select the profile option in the search results.
-
In the Profile Values area, select N in the Profile Value field.
-
Click Save and Close.
Key Resources
For more information, see the following resources:
-
The 21A Global Human Resources Employment What's New feature: Change Legal Employer to be Replaced with Local and Global Transfer Flow in Update 21D
-
The 19A Global Human Resources Employment What's New feature: Local and Global Transfer Guided Process
-
Document on My Oracle Support: Changing a Worker's Legal Employer in HCM Cloud (Document ID 2649381.1)
-
Transfer Actions topic in the Hire and Manage Workers chapter of the Using Global Human Resources guide in the Oracle Help Center
Position, Job and Location Available Only in Responsive Pages in the Work Area from 22A
Migrate to the Position, Job, and Location responsive pages to leverage the enhanced features.
These are some key points to note:
- The classic Manage Positions, Manage Jobs, and Manage Locations quick actions are removed and won't display in the quick actions list irrespective of the corresponding profile option value.
- By default, the responsive Position Details, Job Details, and Location Details pages will be available in the Workforce Structures work area; the classic Manage Positions, Manage Jobs, and Manage Locations pages won't be available. However, you can enable them by setting the respective profile option value to N, in which case the corresponding responsive page won't be available.
Enable Classic Location, Job and Position Pages
The responsive Position Details, Job Details, and Location Details pages are enabled in the Workforce Structures work area when these profile options are enabled respectively.
| Field | Value |
|---|---|
| Profile Option Code |
PER_POSITION_DETAILS_RESPONSIVE_ENABLED |
| Profile Option Code | PER_JOB_DETAILS_RESPONSIVE_ENABLED |
| Profile Option Code | PER_LOCATION_DETAILS_RESPONSIVE_ENABLED |
By default, the profile option values are set to Y. You can set the profile option value to N to enable the classic pages,
- 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 N in the Profile Value field.
- Click Save and Close.
When the corresponding profile option is set to N, the classic Manage Positions, Manage Jobs, and Manage Locations page will be available in the Workforce Structures work area.
These are the benefits of moving to the responsive pages:
- Renders the page on any device (desktop, laptop, tablet, mobile phone, and so on.) seamlessly, thereby providing a consistent user experience across devices.
- Simplifies the user experience by allowing filtering the search to display positions, jobs, and locations.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
For more information on the position, job, and location responsive pages, refer the Global Human Resources What's News for 19C & 19D for the following features:
- New Position Details under HR Redesigned User Experience in the release 19C What's New
- New Job Details Quick Action and New Location Details Quick Action under Global HR Redesigned User Experience in the release 19D What's New
Human Capital Management for France
Oracle Fusion HRMS (France) supports country specific features and functions for France. It enables users to follow France’s business practices and comply with its statutory requirements.
Paternity and Adoption Leave Entitlements
As of 01 July, the Paternity Leave entitlement has been extended and a minimum duration of 4 days is required. The entitlement related to Adoption Leave for single adoption has also been extended.
The information entered on the absence record is validated using a formula. There are warning or error messages in case of inconsistencies for you to make corrections, if required.
The validation formula is updated to reflect the new entitlements.
This enhancement enables you to comply with legislative changes for paternity and adoption leave.
Steps to Enable
You don't need to do anything to enable this feature.
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.
Use the Enhanced ADP Global Payroll Interface Version 2
Take advantage of the new version of ADP Global Payroll Interface to improve the interfacing with the ADP Global Payroll application.
NOTE: The ADP Global Payroll Interface version 2 is mandatory for using the ADP Global Payroll Interface real-time integration.
Here are the extract definition and process flow names for ADP Global Payroll Interface version 2:
- Extract Definition name: Payroll Interface for ADP Global Payroll Interface V2
- Process Flow name: Run Payroll Interface for ADP Global Payroll Interface V2
This version provides these additional features along with all the functionalities and features of the earlier version:
-
Neat data set extraction: Attributes which ADP Global Payroll doesn't consume currently and has no plans to consume in the future are removed from the data set extraction. Let's take an example. The calculation card data storing employee information related to statutory deductions are removed because ADP captures this information directly using embedded interfaces.
-
Real-time interfacing of a new hire: This new version is a mandatory pre-requisite for real-time interfacing using Oracle Payroll Connect for ADP Global Payroll.
-
Dynamic global and country-specific payload: This new version supports dynamic global and country-specific payloads according to your business requirements and data protection policies. You can select and deselect attributes and data groups from the parent data set according to your data interfacing requirements.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- If you are new to ADP Global Payroll Interface and you are planning to use the interface as delivered, Oracle recommends you consider the new version.
- If you are already using ADP Global Payroll Interface version 1, Oracle recommends you contact Oracle and ADP before considering the move to the new version.
HCM Cloud Configurations Interface to Supplement Payroll Interface
Use the Lookup Report to generate the master data configured on HCM cloud. Payroll Interface users need this information to create the maps for transformation on their side before they can consume the payroll interface data.
The Lookup Report includes the following enhancements.
| Attribute | Description |
|---|---|
| A new parameter of Include Work Structures |
Used to generate values configured for Position, Job, Grade, Location, and Cost Center. Select option Yes to include this information in the report. |
| Country tag is added to the lookup type ‘ORA_HRY_GPI_LOOKUP_LIST’ |
Indicates if the lookup codes within this lookup type is global or specific to a country. |
| A new section of Address Type In Use |
Indicates the country and address of the legislative data group values included in the Legislative Data Group field. |
| Additional fields for Action Codes and Action Reasons | These new fields are added:
|
| Additional fields added to Assignment Status |
These new fields are added:
|
| Additional field added to Position |
Status of the position. |
| Additional field added to Grade |
Status of the grade. |
| Additional fields added to Cost Center |
These new fields are added:
|
| Additional fields added to elements for the selected Legislative Data Group |
These new fields are added:
|
| A new Payroll Definitions section to list the payrolls of the selected legislative data group. |
This section includes the following fields:
|
Use the Lookup Report to generate additional master data configured on HCM cloud.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
For more information, refer to this topic on the Oracle Help Center: Lookup Report.
Role Information
Payroll Manager or Payroll Interface Coordinator, or HCM Application Administrator.
Payroll Interface Removed or Replaced 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.
Calculation Card Data Discontinued In ADP Global Payroll Interface
ADP Global Payroll Interface calculation card data extraction has been discontinued.
You will need to execute a baseline extraction after applying the patch to avoid generating a full file with all employees. You can perform regular data changes and extractions after the baseline extraction is completed.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
Refer to Payroll Interface for ADP Global Payroll and Generate Baseline Extract in the Implementing Global Payroll Interface Guide for more information.
Workforce Directory Management
Oracle Workforce Directory Management allows you to find colleagues and view organization charts.
The My Team page is enhanced with these features:
- Additional Personalization with Transaction Design Studio
Attributes in all sections of My Team page can now be configured using Transaction Design Studio. You can make the fields visible, which by default are hidden using the Transaction Design Studio. User Status is a new field, which is hidden out-of-the-box but can be made visible using Transaction Design Studio.
The Transaction Design Studio lists all fields but these fields are hidden out-of-the-box and can be made visible using the Transaction Design Studio.
| Section | Hidden Fields |
|---|---|
| Worker |
|
| Position |
|
| Requisition |
|
| Vacancy |
|
- Filter, Sort, and Position/Assignment Persistency Settings
You can save the My Team filter settings for reuse, set a saved filter setting as default to persist between sessions. You can set the default filters for your site and save them as default within a sandbox and then publishing the sandbox.
The sort settings will persist between different tabs in My Team, if the setting exists in the tab you move to (otherwise the default sort setting for that tab will be used).
Sort settings on the Overview tab
Sort settings on the Compensation tab
Position/Assignment switcher will persist between My Team tabs and it is now possible for a user to default this to 'Position'.
- Person and Assignment Numbers Available in Hidden My Team Tab
Person and assignment numbers will be available in the hidden My Team tab to pass context to any embedded OTBI analyses or dashboards. The top manager will automatically persist between the different My Team tabs (Overview, Compensation, Hidden tab) within a session. These are the 2 session variables that are passed to OTBI:
- Assignment number: #{sessionScope.MyTeamAssignmentNumber}
- Person number: #{sessionScope.MyTeamPersonNumber}
This feature increases the user experience with the My Team page.
Steps to Enable
The Position/Assignment switcher will persist automatically within a session between Overview, Talent and Compensation tabs. If you want to default this to Position for all users, then you need to create and enable the profile option PER_MY_TEAM_POSITION_DEFAULT.
| Field | Value |
|---|---|
| Profile Option Code |
PER_MY_TEAM_POSITION_DEFAULT |
To create and enable the profile option, navigate to the Setup and Maintenance work area:
- Search for and click the Manage Profile Options task.
- Select New on the Manage Profile Options page, from the Actions menu.
- Enter PER_MY_TEAM_POSITION_DEFAULT as the Profile Option Code and the Profile Display Name:
- Click Save and Close.
- Search for and click the Manage Administrator Profile Values task.
- Search for the PER_MY_TEAM_POSITION_DEFAULT profile option code and select the profile option in the search results.
- In the Profile Values section, enter Y in the Profile Value field for the Site row.
- Click Save and Close.
Key Resources
For more information, refer to How You Manage Your Team, Chapter 10: Workforce Records, Using Global Human Resources on the Oracle Help Center.
Role Information
You must be granted the Human Capital Management Application Administrator role to work in a sandbox.
Oracle Health and Safety supports corporate initiatives to track and improve health and safety in the workplace.
Support for Journeys - Phase 1
If you're using the Journeys application, you can report a safety incident from within a journey, if the journey is configured to include a safety incident. You can configure safety incidents within journeys in these two ways:
You can include a safety incident related task in the journey by selecting the task type as Application Task and the value as Safety Incident.
Safety Incident Related Task in a Journey
You can trigger a journey automatically when a safety incident is created with a specific event type. You can do this by configuring a Health and Safety- Incident event in the journey and selecting the specific event type.
Configure Health and Safety Incident Event in a Journey
With this feature you can manage health and safety incidents from within journeys and vice-versa.
Steps to Enable
You don't need to do anything to enable this feature.
HCM Transactional Business Intelligence
Oracle Transactional Business Intelligence is a real time, self service reporting solution offered to all Oracle® Cloud 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.
Don’t want to start from scratch building a report or analytics? Check out the library of sample reports for all products on Customer Connect on the Report Sharing Center.
The following new attributes that have been added to the Workforce Management - Person Real Time subject area:
| Subject Area | Folder | New Attributes |
|---|---|---|
| Workforce Management - Person Real Time |
Person Address |
|
With these new attributes you can enhance your reporting on worker address by using the additional attributes related to addresses.
Steps to Enable
You don't need to do anything to enable this feature.
Collective Agreements Flexfields for Reporting
You can now enhance your reporting on collective agreements dimension by importing the following flexfields into the Oracle Transactional Business Intelligence (OTBI) subject areas:
| Flexfield Code | Flexfield Name | OTBI Dimension |
|---|---|---|
| PER_COL_AGREEMENTS_DDF |
Collective Agreements Legislative Information |
Collective Agreements |
| PER_COL_AGREEMENTS_DFF |
Collective Agreements Attributes |
Improve your reporting on collective agreements dimension with the inclusion of the Descriptive Flexfields (DFF) and Developer Descriptive Flexfields (DDF) related to collective agreements.
Steps to Enable
You don't need to do anything to enable this feature.
Additional Attributes Related to Employment Contract
You can now enhance your reporting on employment contract details by using new attributes in these subject areas:
| Subject Area | Dimension | New Attributes |
|---|---|---|
| Workforce Management - Employment Contract Real Time | Employment Contract Details |
|
| Workforce Management - Worker Assignment Event Real Time |
HR Action |
|
Enhance your reporting on employment contract details by using additional attributes.
Steps to Enable
You don't need to do anything to enable this feature.
Sensitive Data Access Audit Subject Area
This subject area enables you to track and report the details about the sensitive data that is accessed from Oracle HCM Cloud page. For example, Jane signed in and viewed Rondi's national identifier and signed out.
Here's some key information that you can report on:
- Viewed Person Details - The details of the person whose data has been accessed
- Viewer Person Details - The details of the person whose has accessed sensitive data
- Viewed Page Name
- Viewed Sensitive Data
- Viewed Date and time
- Viewer IP address, Browser, Operating system, etc..
Use these key metrics to know when sensitive data was viewed and by whom:
- Number of viewers - Number of viewers that have accessed sensitive data, which can be aggregated by Person, Year, Month, and so on.
- Number of views - Number of views of the sensitive data, which can be aggregated by Person, Year, Month, and so on.
Enhance your reporting on sensitive data that is accessed and viewed by workers by using the new Workforce Management - Sensitive Data Access Audit Real Time subject area.
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).
See role information for additional steps to enable.
Role Information
| Subject Area | Duty Role | Job Role (the default) |
|---|---|---|
| Workforce Management - Sensitive Data Access Audit Real Time |
Workforce Sensitive Data Access Audit Transaction Analysis Duty (FBI_WORKFORCE_SENSITIVE_DATA_ACCESS_AUDIT_TRANSACTION_ANALYSIS_DUTY) |
IT Auditor |
Enhancements to the HCM Integrations Subject Area
The HCM Integrations Real Time subject area now includes new folders and attributes, which provide a better understanding of the HCM Spreadsheet Loader usage and HCM Integration activity reports.
| Folder | Attributes | Comments |
|---|---|---|
|
These folders are added under HCM Data Loader | |
| HCM Data Loader : Processes |
|
New attributes added |
Improve your reporting on HCM integrations using new attributes for HCM spreadsheet loader and formatted dates.
Steps to Enable
You don't need to do anything to enable this feature.
OTBI Support for Health Surveys
Create reports and dashboards for Health Surveys.
You can create health survey related reports.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
Create reports and dashboards for Health Surveys
OTBI Support for Descriptive Flex Fields
These health and safety event types that are now supported in OTBI:
-
Notice of Violation
-
Property Damage
-
Spill or Release
-
Suggestion for Improvement
-
Unsafe Act
-
Unsafe Condition
Steps to Enable
You don't need to do anything to enable this feature.
IMPORTANT Actions and Considerations
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 | Message about Replacing Change Legal Employer Flow in Update 21D | 21D | Local and Global Transfer Guided Process | 19A | |
| Global Payroll Interface | Calculation to Gross for Global Payroll Interface Discontinued | A Year ago | |||
| Global HR | Position, Job and Location Available Only in Responsive Pages in the Work Area from 22A | 22A | New Position Details under HR Redesigned User Experience in 19C & New Job Details Quick Action and New Location Details Quick Action under Global HR Redesigned User Experience in 19D |
19C & 19D | |
| Global Payroll Interface |
Calculation Card Data Discontinued In ADP Global Payroll Interface | 21C | ADP no longer supports. |
_________________________
ORACLE DECOMMISSIONED THE HCM CLASSIC SIMPLIFIED USER INTERFACE IN UPDATE 20B
The 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 transition to the HCM Responsive User Experience, as these older pages will no longer be supported.
For consolidated information on generic setup information you can refer to My Oracle Support Document ID 2399671.1 - HCM Responsive User Experience Setup Information.
_________________________
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)
The following is a list of Controlled Availability features that are being offered by our Controlled Availability Program.
NOTE: These features are not generally available for all customers at this time. These are only available through the Controlled Availability Program and will require approval to become a part of the features program. To be a part of these programs you will be required to participate in testing and providing feedback. Some programs may require other participation as well.
Not to worry if you don't have to time to be a part of these early stage programs. You can uptake this feature when it is generally available for all customers. When these features are available for all customers you will see the features under their product headings as usual.
We invite you all to browse through the list of features to see if there are any features you are interested in implementing in advance of the features scheduled release. The table below will provide information on signing up for features. Please sign up soon, as these programs have limited availability and some are designed for specific types of customers.
The table below gives you a brief description of the features available and how to sign up. Some features are bigger than others, so for more information there may be a What's New describing the feature in more detail below this table.
We look forward to hearing your thoughts and ideas as you participate the Controlled Availability programs!
| Product | Feature Name | Feature Description | Type of Customer Needed to Test | How to Sign Up | Controlled Availability Release | Is the Program Still Open? |
|---|---|---|---|---|---|---|
| Global Human Resources | Connections New Directory User Experience | Connections is an invaluable resource for your workers to build and maintain relationships within your company. You get the latest, compelling, consumer grade, animated user experience that workers have come to expect. Connections leverages Oracle Search so your workers can quickly and easily find and connect with people. A person’s profile opens using visually engaging animation, like unfolding a multi-panel brochure. Connections includes an organization chart to help your workers understand and navigate your organization structure and identify relationships between coworkers. |
In order to use you must also sign up for the Oracle Search Controlled Availability features shown on the 21A HCM Common What's New under Controlled Availability Features. | Please see the following My Oracle Support document on how to sign up: Fusion Global HR: How to Apply for Connections Under Controlled Availability (Document ID 2743183.1) and the What's New below for this feature. |
21A | Yes |
| Global Human Resources |
Automatically assign or remove worker responsibilities based on user-defined AOR Template Criteria. |
HCM AOR customers willing to move to Responsibility Templates |
Open a Service Request in My Oracle Support and include a tag for "AOR-Autoprovision" |
21B | Yes |