August Maintenance Pack for 22B

Revision History

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

Date	Product	Feature	Notes
29 JUL 2022			Created initial document.

Overview

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

• Release Updates (22A, 22B, 22C, and 22D)
• 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:

• HCM Common What's New - In this What's New you will find feature that are used across applications.
• 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.

Feature Summary

Human Resources

Global Human Resources

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.

Senority Dates

Assignment Category Attribute Available in HCM Data Loader for V3 Seniority Dates

We have enhanced V3 seniority dates by including the Assignment Category attribute in HCM Data Loader. You can now adjust the assignment category-based seniority while loading V3 seniority dates using HCM Data Loader.

The following example DAT files show the user keys for the Assignment Category attribute when loading V3 seniority dates using HCM Data Loader.

Assignment Level

METADATA|SeniorityDate|SeniorityDateId|SeniorityDateCode|PersonId|PersonNumber|EntryDate|EffectiveStartDate|EffectiveEndDate|BusinessUnitShortCode|ManualAdjustmentDays|ManualAdjustmentComments|AssignmentCategory|AssignmentNumberMERGE|SeniorityDate||AUTO_ASG_CAT_A||955160008203177|2022/02/01|2022/02/01|4712/12/31||20|TEST HDL LOAD|FR|AM_HDL2

Work Relationship Level

METADATA|SeniorityDate|SeniorityDateId|SeniorityDateCode|PersonId|PersonNumber|EntryDate|EffectiveStartDate|EffectiveEndDate|BusinessUnitShortCode|ManualAdjustmentDays|ManualAdjustmentComments|AssignmentCategory|LegalEmployerName|DateStart|WorkerTypeMERGE|SeniorityDate||AUTO_ASG_CAT_WR_NC||955160008194097|2022/02/01|2022/04/01|4712/12/31||-10|Updation using user keys|FR|Vision Corporation|2022/02/01|E

Person Level

METADATA|SeniorityDate|SeniorityDateId|SeniorityDateCode|PersonId|PersonNumber|EntryDate|EffectiveStartDate|EffectiveEndDate|BusinessUnitShortCode|ManualAdjustmentDays|ManualAdjustmentComments|AssignmentCategoryMERGE|SeniorityDate||AUTO_ASG_CAT_P||955160008193922|2022/01/01|2022/01/01|4712/12/31||20|TEST HDL LOAD CORRECT|PR

These user key combinations are supported:

• SeniorityDateCode, EntryDate, PersonNumber

• SeniorityDateCode, EntryDate, PersonNumber, BargainingUnitCode

• SeniorityDateCode, EntryDate, PersonNumber, BusinessUnitShortCode

• SeniorityDateCode, EntryDate, PersonNumber, CollectiveAgreementCode

• SeniorityDateCode, EntryDate, PersonNumber, DepartmentName

• SeniorityDateCode, EntryDate, PersonNumber, GradeCode

• SeniorityDateCode, EntryDate, PersonNumber, GradeStepName

• SeniorityDateCode, EntryDate, PersonNumber, JobCode

• SeniorityDateCode, EntryDate, PersonNumber, LegalEmployerName

• SeniorityDateCode, EntryDate, PersonNumber, LegislationCode

• SeniorityDateCode, EntryDate, PersonNumber, LocationCode

• SeniorityDateCode, EntryDate, PersonNumber, PositionCode

• SeniorityDateCode, EntryDate, PersonNumber, UnionName

• SeniorityDateCode, EntryDate, PersonNumber, AssignmentCategory

Users can adjust the assignment category-based seniority during a mass update of V3 seniority dates using HCM Data Loader.

Steps to Enable

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

Tips And Considerations

• The SeniorityDate object doesn’t support source keys, integration keys, or GUIDs.

• The SeniorityDate and SeniorityHours attributes are decommissioned.

Journeys

Allow Journey Task to be Assigned to More than 500 AoR Representatives

You can now make use of the new profile option ORA_PER_AOR_REPRESENTATIVES_LIMIT to allow the allocation of a journey task where the performer is derived based on areas of responsibility (AoR) and the number of derived representatives are 500 or more.

This feature ensures that allocation of a journey task to an AoR doesn't fail when the number of AoR representative records returned exceeds 500.

Steps to Enable

To set the limit for AOR representatives returned in a journey task, specify the limit using the ORA_PER_AOR_REPRESENTATIVES_LIMIT profile option.

Profile Option Code	Description	Default Value
ORA_PER_AOR_REPRESENTATIVES_LIMIT Maximum Limit for AOR Representatives	Specify the number of representatives returned by the AOR approval rules service	500

Use these steps to enable the Maximum Limit for AoR Representatives profile option.

1. Navigate to Setup and Maintenance > Search.   
2. Search and click the Manage Administrator Profile Values task.  
3. Enter ORA_PER_AOR_REPRESENTATIVES_LIMIT in the Profile Option Code field.  
4. Click Search. 
5. Select Site as the Profile Level and enter a number between 500 and 3000 in the Profile Value field. 
6. Click Save and Close.

Key Resources

For more information, refer to these resources on the Oracle Help Center:

• Chapter Checklists and Journeys in the Implementing Global Human Resources guide

Role Information

You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.

July Maintenance Pack for 22B

Revision History

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

Date	Product	Feature	Notes
29 JUL 2022	HCM Communicate	Smart Buttons in Employee Communications	Updated document. Feature delivered in update 22C.
24 JUN 2022			Created initial document.

Overview

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

• Release Updates (22A, 22B, 22C, and 22D)
• 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.

Feature Summary

Human Resources

HCM Communicate

HCM Communicate provides communication teams a powerful way to create, target and track company communications sent to employees.  The product allows teams to granularly target communications to their employees, as well as retarget future communications based on employee engagement.  HCM Communicate provides an intuitive templated WYSWYG content creator that allows communication teams to quickly create engaging content.  The system allows communication teams to send out communication on behalf of others in the organization.  HCM Communicate provides a robust toolkit that allows organizations to engage effectively with their employees.

Configure Predefined Links for Employee Communications

As an administrator, you can create predefined links that will be available to campaign managers when they create an employee email communication and insert a button or link containing a deep link.

Selecting Predefined Links

This feature reduces time and effort for campaign managers as they can easily reference links while creating email content for campaigns.

Steps to Enable

1. In the Setup and Maintenance work area, go to:
   • Offering: HCM Communicate
   • Functional Area: Employee Communications
   • Task: Manage Predefined Links
2. On the Manage Predefined Links page, click Add.
3. On the Create Predefined Links page, enter a name for the link.
4. Enter the deep link.
5. Click Save and Close.

Smart Buttons in Employee Communications

As a campaign manager, when you create an employee email communication, you can now insert a button or link containing a deep link that will take employees to a page where they can provide their response.

1. Select the Button or Link option.
2. In the Response or Destination field, select either an external link or a predefined link.
3. Define the text appearing for the button or link.
4. Select the Track Clicks option if you want to the response clicks to be counted.
5. Define the appearance of the button or link.

Inserting Button or Link

This feature improves the usability of the product by letting the campaign manager select predefined options.

Steps to Enable

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

Campaign Engagement Statistics

As a campaign manager, you can view metrics that measure message success in terms of messages that are opened and links that are clicked.

When the campaign is active and the first campaign email is sent, you can view email metrics on the Overview tab of the campaign for each email created and scheduled.

If the campaign purpose is General, the following metrics are provided:

• Number of opened emails and opened rate
• Number of clicked emails and clicked rate

If the campaign purpose is Get Response, the following metrics are provided:

• All the metrics of the General campaign
• Response summary title
• Number of clicks for each of the responses and total responses

Email Metrics

This feature allows campaign managers to understand and measure engagement of their campaign communications. It also help campaign managers to adjust future communications to continue to drive improved engagement over time.

Steps to Enable

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

Schedule Campaign Emails

As a campaign manager, when you create an employee email communication, you can schedule campaign emails to be sent immediately or at later time.

1. On the Communicate page, open an employee communication.
2. Click the Emails tab.
3. In the Emails section, select the action Schedule Email.
4. On the Schedule Email page, select one of these options:
   • Send this email now: The email is sent immediately.
   • Schedule the delivery of this email: Define the date and time when you want the email to be sent.
5. Click Save and Close.

Schedule Email

This feature helps campaign managers create multiple campaign communications ahead of time and orchestrate drip campaigns that will help drive engagement from their target audience.

Steps to Enable

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

Create Follow-Up Emails

As a campaign manager, you can send follow-up emails to the entire audience or a subset of the audience based on engagement factors such as response choices or whether or not the primary email was opened.

After you’ve created the primary email for the campaign, here’s how to create a follow-up email:

1. On the Communicate page, open an employee communication.
2. Click the Emails tab.
3. In the Emails section, click Add.
4. Enter a name for the follow-up email.
5. Select the audience segment. You can select the entire audience defined in the primary email or you can select the audience who opened or not the primary email.
6. Select a template for the email.
7. Click Save.

The email editor opens in a new browser tab. The email editor displays the template you selected. You can keep the content as is or, you can modify the template elements you want to use and add more as needed.

When you’re done, you can schedule the follow-up email. Note that the primary email must be scheduled to be able to schedule the follow-up email.

Creating a Follow-up Email

This feature helps campaign managers to target subsets of the target population to drive specific types of engagement and actions.

Steps to Enable

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

Create Email Templates

As an administrator, you can create email templates that can be used by campaign managers when they create a communication campaign.

This feature reduces time and effort for campaign managers as well as standardizes the templates based on the organization's design guidelines.

Steps to Enable

1. In the Setup and Maintenance work area, go to:
   • Offering: HCM Communicate
   • Functional Area: Employee Communications
   • Task: Manage Email Templates
2. On the Manage Email Templates page, click Add.
3. Enter a name for the template.
4. Select a template from the list of pre-seeded templates or select a blank form.
5. Click Save.
6. The email editor opens in a new browser tab. Design the content of the email template.
7. Click Save as Draft.
8. Activate the email template to make it available to campaign managers.

June Maintenance Pack for 22B

Revision History

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

Date	Product	Feature	Notes
27 MAY 2022			Created initial document.

Overview

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

• Release Updates (22A, 22B, 22C, and 22D)
• 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.

Feature Summary

Human Resources

HCM Communicate

HCM Communicate provides communication teams a powerful way to create, target and track company communications sent to employees.  The product allows teams to granularly target communications to their employees, as well as retarget future communications based on employee engagement.  HCM Communicate provides an intuitive templated WYSWYG content creator that allows communication teams to quickly create engaging content.  The system allows communication teams to send out communication on behalf of others in the organization.  HCM Communicate provides a robust toolkit that allows organizations to engage effectively with their employees.

Sender Profiles

Campaign managers can create employee communication campaign emails using an alias name and email.

As a campaign manager, when you create an email for an employee communication campaign, you can select a sender profile created by your administrator. This will populate the following fields:

• From Display Name
• From Email Address
• Reply to Display Name
• Reply to Email Address

Sender Profile Name Selector

Selected Sender Profile Name

When campaign recipients receive the email, they will see the selected Sender Profile Name and From Email Address. If the Reply to Display Name and Reply to Email Address were defined, they will also see these values.

With this feature, campaign emails are friendlier, easy to read, more recognizable, and better organized.

Steps to Enable

Follow these steps to create employee communications with with an email sender profile.

1. In the Setup and Maintenance work area, go to:
   • Offering: HCM Communicate
   • Functional Area: Employee Communications
   • Task: Manage Email Profiles
2. On the Manage Sender Profile page, select the option Enable Email Profiles. This will display the Sender Profile section when campaign managers create an employee communication.
3. Click Add.
4. On the Sender Profiles Details page, complete these fields:

• Sender Profile Name
• From Display Name
• From Email Address
• Reply to Display Name
• Reply to Email Address

5. Click Save and Close.

Preview Campaign Emails

As a campaign manager, you can preview campaign emails by sending test emails.

When you select the Send Test Email action, a window appears where you enter an email address and click the Send button. You then receive an email and you can preview its content.

Send Test Email Action

Send Test Email Window

The Send Test Email action is available:

• In the Email tab of a communication campaign
• Within the email created for an employee communication

With this feature, you can ensure the email content is accurate before sending an email.

Steps to Enable

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

May Maintenance Pack for 22B

Revision History

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

Date	Product	Feature	Notes
27 MAY 2022	Global Human Resources	Connections New Directory User Experience	Updated document. Revised feature information.
29 APR 2022			Created initial document.

Overview

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

• Release Updates (22A, 22B, 22C, and 22D)
• 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.

Feature Summary

Human Resources

Global Human Resources

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.

Connections New Directory User Experience

Getting things done in any organization requires establishing and maintaining relationships across functions and departments. When assigned to a new department, project, or position, your workers can find information in order to create relationships quickly.

Connections enables worker relationships, experiences, and engagement by helping colleagues find each other and better collaborate.

With Connections, you can:

• Use Oracle Search to quickly and easily search for people and filter results
• View a coworkers public profile information such as work location time zone in order to best schedule meetings
• See people’s assignments, interests, and expertise to discover what you have in common with them
• View their organization chart to understand coworkers’ roles and how they relate within their organization structure
• View or provide feedback for other workers

Connections leverages state of the art, consumer grade usability features such as animation to provide the experience workers have come to expect. Also, Connections leverages industry standard REST services.

Connections utilizes Oracle Search, a powerful new search engine in HCM Cloud that delivers a faster search across large volumes of data and returns highly relevant results for an enhanced search experience.

As you type your search criteria, you can see an auto suggested list of results that you can select from to open a person's profile.

Autosuggest List of Results

If you don't select from the autosuggested list of results and instead press Enter, the application performs a search.

A fuzzy search is performed so that people's names that closely match your search criteria are returned with the best matches at the top of the search results. That means that if you search for a name like 'Anderson', even people with similar names such as 'Andersen' are returned in the search results.

You are able to search using the following field names from a person: Person Display Name, Person Order Name, Work Email, Work Phone, Business Title, Department Name, Job Name, Position Name, Assignment Location Name, Assignment Location Country, Assignment Location State, Assignment Location City, Assignment Location County, Assignment Location Province, Areas of Interest, Areas of Expertise, and Tags. The primary search is done on people's names while the other fields are secondary.

The initial results from the search may be limited to only a handful of matches, however all the user has to do is select the plus icon box to receive more matching people in the search results. For example, if you search on a common employee name and receive many search results, select the plus sign in the person card to show all employees.

Show All Employees

In addition, a set of filters is available to target your person search and select multiple values across categories to refine your list of person results. These filters include a count of the number of results for each filter value. The top 10 values are displayed but you can search for values beyond the top 10 and filter the results based on them. The available filters include: Country, City, Tags, Title, Location, Job, Department, and Position. Filters are enabled by the user by selecting the filter icon next to the search box.

Search Results with Filters

When you select a person from the search results, the profile opens using visually engaging animation, like an unfolding multi-panel brochure.

Connections Profile

All of the information displayed on the profile is considered public information, except for the What Others Think which is displayed based on who is selected to be able to view the feedback. You are able to see:

• Header: Contact information, such as business title, work location, work phone, as well as including popular social applications such as LinkedIn, Twitter, Slack, and Zoom.

• Organization: Information such as a mini manager hierarchy, either single or multiple managers, administrative assistants, number of reports, job, department, business unit, and (Areas of Responsibility) representatives.

• About Me: Employees can enter an introduction to describe who they are and what they do. They can also describe their areas of interest and areas of expertise so that others can understand more about them. They can use Tags to indicate area of work, interest, expertise, or anything that represents the person. Tags are useful to add as they can be searched on.
• Skills and Development: This panel will be used by customers who have purchased and implemented Dynamic Skills. For additional information, refer to the product documentation.

• Experience: Enterprise service history of the worker based on the workers Enterprise Seniority Date and favorite links shared by that employee.

• What Others Think: View feedback you have received and provide feedback for other workers.

When a worker opens their own profile for the first time, they are presented with a dialog asking if they would like to update the About Me section of their profile.

If a worker adds a summary, it gives their coworkers context and insights as to their responsibilities and background. If that worker also adds areas of experience, interests and tags, this augments the worker’s profile and gives your workers more criteria to search and refine the results. This provides a more robust search experience and improves connections.

A worker can select 'Don't show again' so that the dialog doesn't display each time that they open their profile.

 

Tell Us More About Yourself Dialog

From the profile contact information panel you can click the copy to clipboard icon next to the phone numbers and email addresses. Once the information is copied to the clipboard, you can paste the information into a soft phone, address book, or email application.

Copy to Clipboard Icon

Search is always available from any profile, so that you can search for the next person or department while in a person's profile.

The organization chart provides a dynamic view depending on whose assignment you select. Navigation up and down the organization chart is achieved by selecting the manager above or direct report below the selected person assignment. The selected assignment either up or down the org chart becomes the new focus and is displayed as the largest box. Then, select the focused assignment to access that worker’s profile.

Manager Organization Chart

The Organization chart is available from the profile and it is comprised of a number of views:

• Directs: lists direct reports of the selected person's assignment and it includes direct reports and dotted line reports. You can select a direct report to move down the hierarchy, or click the manager to move up the hierarchy.

• All Reports: lists all workers, contingent workers and nonworkers who report up through the selected person either in a line manager relationship or a dotted line or matrix relationship. You can view the groups of persons by their worker type (employee, contingent or nonworker). Select anyone’s assignment to make them the new focus of the organization chart.

• Departments: lists all departments that everyone in All Reports belong to. Selecting a department lists the workers in that department who report to the selected person. You can return to the selected person assignment by selecting their name above the department.

• Locations: lists all work locations that everyone in All Reports belong to. You can view workers at that location who report to the selected person by clicking the location and then return to that selected person assignment by clicking their name above the location.

While viewing the manager hierarchy, you can search for the next person by using the search box on the top of the page above the hierarchy diagram.

This feature enhances your workers' user experience with the new and compelling functionality that leverages the latest design components and animation. Search and connect with people using the new Oracle Search engine.  Provide information about yourself so coworkers better understand what you do, your expertise, and interests. Provide feedback to the people you work with to appreciate and encourage them. Quickly explore and navigate your organization's hierarchy while viewing more details about the organization. List the persons in a single location thus providing targeted Connections.

Steps to Enable

Prerequisites

Unified Sandboxes

Unified sandboxes must be enabled for Connections. Here is how to enable them: Configuring and Extending Application - Sandboxes

Offerings

The Workforce Deployment Offering must be enabled for Connections to be displayed on the Springboard.

Set Connections Profile Options

Use the Manage Administrator Profile Values task in the Setup and Maintenance page to review and configure the following profile options:

PROFILE OPTION CODE	PROFILE DISPLAY NAME	APPLICATION	MODULE	REQUIRED PROFILE LEVEL	REQUIRED PROFILE VALUE
HCM_RESPONSIVE_PAGES_ENABLED	Mobile-Responsive HCM Pages Enabled	Global Human Resources	Global Human Resources	Site	Y
HCM_CONNECTIONS_ENABLED	HCM_CONNECTIONS_ENABLED	Global Human Resources	Global Human Resources	Site	Y

Configure Oracle Search

Use the Manage Administrator Profile Values task in the Setup and Maintenance page to review and configure the following profile options:

PROFILE OPTION CODE	PROFILE DISPLAY NAME	APPLICATION	MODULE	REQUIRED PROFILE LEVEL	REQUIRED PROFILE VALUE
ORA_FND_SEARCH_EXT_ENABLED	Enable/Disable Search Ext Framework	Oracle Middleware Extensions for Applications	Oracle Middleware Extensions for Applications	Site	Yes
HRC_ELASTIC_SEARCH_ENABLED	HRC: Enable Elastic Search	HCM Common Architecture	Search Framework	Site	Y
PER_SEARCH_LOGIN_EVENT_PUB	PER: User Login Event Publication for Search	Global Human Resources	Security	Site	NONE

Use Tools > Scheduled Processes page to run this process multiple times for the indices listed.

JOB NAME
ESS job to create index definition and perform initial ingest to OSCS

PARAMETER NAME	PARAMETER VALUE
Index Name to Reingest	fa-hcm-person
	fa-hcm-profile-tag

Note that you need to run the initial data ingestion process at these times.

• After release version upgrade
• After P2T (production-to-test) process

Also, if you change the person name format and ran the Apply Name Formats to Person Names, Keywords and LDAP job set, then you must reingest the fa-hcm-person index.

Tips And Considerations

• Connections is intended for use by every worker, but doesn't replace the actions available in the current Directory for HR personnel. For example, HR personnel would use the Directory to create a public message or initiate employment actions. 
• Personal data entered in Connections is shown and editable in Directory as well; users can maintain shared data in both places.
• Upon searching, a search in Connections returns all active employees, contingent workers, and nonworker assignments as of today's date. You can't restrict the search results based on the public person security profile definition.
• VB Studio is used to personalize the Connections pages.
• The following profile options impact the Connections search functionality:

  Profile Option Name	Purpose	Default Value
  PER_WORKER_SEARCHES_PERSON_NUMBER_SEARCH_ENABLED	Enables search by person number.	N
  PER_PERSON_INDEX_FUZZY_SEARCH_ENABLED	Enables fuzzy search on person names and allowing up to 2 spelling differences.	Y
  PER_WORKER_SEARCHES_LEADING_EMAIL_SEARCH_ENABLED	Enables a focused search on the work email if the search terms entered appears to be an email address.	Y
  PER_WORKER_SEARCHES_LEADING_EMAIL_LOCAL_PART_SEARCH_ENABLED	Enables a focused search on the work email local part (before the @) if the search terms entered are alphabetic characters separated by a period.	Y

Key Resources

For additional information, refer the following resources on the Oracle Help Center:

• VB Studio documentation

Role Information

The Connections functionality is secured and requires that your custom employee and contingent worker roles inherit the 'HCM Connections REST Services' privilege.

In addition, to use the About Me panel, custom roles need to include the ORA_HRT_REST_SERVICE_ACCESS_TALENT_PERSON_PROFILES aggregate privilege.

The ORA_HRT_REST_SERVICE_ACCESS_TALENT_PERSON_PROFILES is by default included with following duty roles.

• ORA_PER_CONNECTIONS_DUTY
• ORA_HRC_HUMAN_CAPITAL_MANAGEMENT_INTEGRATION_SPECIALIST_JOB
• ORA_HRT_ACCESS_SKILLS_CENTER

The ORA_PER_CONNECTIONS_DUTY is included by default in following job roles.

• ORA_PER_CONTINGENT_WORKER_ABSTRACT
• ORA_PER_EMPLOYEE_ABSTRACT

After adding the privileges, you must regenerate the grants for the data role.

Running Oracle Search initial data ingestion process requires FND_MANAGE_SCHEDULED_JOB_DEFINITION_PRIV function privilege. The privilege is available in the ORA_FND_APPLICATION_ADMINISTRATOR_JOB or ORA_FND_APPLICATION_DEVELOPER_JOB job roles, by default.

Journeys

Actions Displayed Consistently For All Journeys Tasks

You can now leverage the user experience enhancements in journey tasks that enable you to view consistent action buttons for each journey task. Commonly used actions such as Done and Not Applicable appear for all tasks and other options appear under the More Actions drop-down list.

View Consistent Actions for a Task

Consistent user experience when performing tasks.

Steps to Enable

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

Tips And Considerations

• Based on the task type, the options in the More Actions drop-down list will vary.

• Actions that are common to most tasks such as Add to Calendar, Save as Draft, as well actions specific to the task type such as Start (for OPA task type), Upload to Document Records (for I-9 task type) and See Status (for both OPA and I-9 task types) appear under the More Actions drop-down list.

Key Resources

For more information about Journeys and Checklists, refer to these resources on the Oracle Help Center:

• Checklists and Journeys in the Implementing Global Human Resources guide
• Checklists and Journeys in the Using Global Human Resources guide

Enhanced Video Task Type in Journeys

You can now use the improved Video task type in a journey task using either an Embedded URL or a Media URL for a video. 

• Embedded URL: Supports videos hosted on media servers that support an embed format. Example of an Embedded URL on YouTube, https://www.youtube.com/embed/tsl5Zsbk8VQ.
• Media URL: Supports videos hosted on media servers that don't support embed format. For example, Oracle Universal Content Manager (UCM). An example of a Media URL on UCM is https://fuscdrmsmc352-fa-ext.us.oracle.com/cs/groups/fafusionimportexport/documents/digitalmedia/ytaw/mty1/~edisp/ucmfa00165226.mp4. Here, you can specify the complete URL including the media file name along with its extension.

Video Task Type Setup Using Embedded URL

Embedded URL Video Displayed Inline in a Task

Video Task Type Setup Using Media URL

Media URL Video Displayed Inline in a Task

Ability to play videos inline a journey task regardless of the media server they are hosted on.

Steps to Enable

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

Tips And Considerations

• It is recommended that you test your video URL configured in the journey task on different browsers, operating systems, and hardware before deploying them in production.

Key Resources

For more information about Journeys and Checklists, refer to these resources on the Oracle Help Center:

• Checklists and Journeys in the Implementing Global Human Resources guide   
• Checklists and Journeys in the Using Global Human Resources guide

Role Information

Users must be granted the Manage HR Checklist Template function privilege to work on journey templates.

Update 22B

Revision History

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

Date	Product	Feature	Notes
29 JUL 2022	Human Resources / Journeys	Employee Can View Journey Tasks Assigned to Others	Updated document. Revised feature information.
24 JUN 2022	Human Capital Management for Switzerland	Simplified Creation of the Statutory Deduction Calculation Card	Updated document. Feature delivered in update 22B.
24 JUN 2022	Human Resources / Person	Enhanced Computation of Total Adjustments in Calculate Seniority Dates Process	Updated document. Feature delivered in update 22B.
27 MAY 2022	Human Resources / Autocomplete	Autocomplete Support for When and Why Business Object When Creating or Editing a Job Offer	Updated document. Revised feature information.
27 MAY 2022	Human Resources / Journeys	Contextual Journeys to Orchestrate Business Processes	Updated document. Revised feature information.
27 MAY 2022	Human Resources / Journeys	Guided Journeys to Assist Complex HCM Flows	Updated document. Revised feature information.
29 APR 2022	Human Resources/ Journeys	Contextual Journeys to Orchestrate Business Processes	Updated document. Revised feature information.
29 APR 2022	Human Resources/ Journeys	Control Keyword Search on Journey Pages Using Enhanced Criteria	Updated document. Revised feature information.
29 APR 2022	Human Resources / Document Records	Enhanced Deep Links for Document Records	Updated document. Revised feature information.
29 APR 2022	Human Resources / Person	Enter Document Records for Family and Emergency Contacts	Updated document. Revised feature information.
29 APR 2022	Human Resources/ Journeys	Guided Journeys to Assist Complex HCM Flows	Updated document. Revised feature information.
29 APR 2022	Human Resources/ Journeys	OAuth 2.0 Enabled for DocuSign Integration with Journeys	Updated document. Revised feature information.
29 APR 2022	Human Resources/ Journeys	Task Description Available in Journey Task Selection LoV	Updated document. Revised feature information.
29 APR 2022	Human Resources/ Employment	Salary Section Added to Employment Info Page	Updated document. Revised feature information.
29 APR 2022	Human Resources/ Journeys	Employee Can View Journey Tasks Assigned to Others	Updated document. Revised feature information.
29 APR 2022	Human Resources / Document Records	Prefill Document Record Flexfield Attributes by Scanning an Attachment	Updated document. Revised feature information.
29 APR 2022	Workforce Directory	Enhanced My Team	Updated document. Revised feature information.
29 APR 2022	Workforce Directory	Enhanced Directory Organization Chart	Updated document. Revised feature information.
29 APR 2022	Controlled Availability		Updated document. Feature delivered in update 22B.
25 MAR 2022	Human Resources/ Journeys	Analytics Task Type in Guided Journeys	Updated document. Feature delivered in update 22B.
25 MAR 2022	Human Resources/ Journeys	Availability of Assignment Identifier in Move to HR Action	Updated document. Feature delivered in update 22B.
04 MAR 2022			Created initial document.

Overview

IMPORTANT NOTE: If you are being updated directly from 21D to 22B you should review the content of both 22A and 22B sections to ensure you see all the changes included in the update.

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

• Release Updates (22A, 22B, 22C, and 22D)
• 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.

Feature Summary

Human Resources

Global Human Resources

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.

Autocomplete

Autocomplete Rule for Address Business Object

You can now improve your data entry validations for the Kuwait legislation by using the KW Validate Address Line 3 rule to validate the governorate entered as free text in address line 3 of the Kuwait address style.

KW Validate Address Line 3

This rule validates the governorate entered as free text in address line 3 of the Kuwait address style.

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). 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).

Tips And Considerations

• You can't use Autocomplete Rules to default values using the Person business objects.
• If you enter addresses in a language other than English, copy the rule and edit each address line 3 condition for that language.
  • If you change the address line 3 values, consider changing the delivered error message text.

Key Resources

For more information see the:

• 22B HCM Common What's New under the Common Features section for the Autocomplete Rules for HCM Experience Design Studio Enhancements feature
• Global Human Resources Cloud guide on the Oracle Help Center for the Working with Person Business Objects, Implementing Autocomplete Rules for HCM help topic

Role Information

You must be granted the Human Capital Management Application Administrator role to enable a sandbox.

Autocomplete Rule for Person Legislative Information Business Object

You can now use the delivered rule for the Person Legislative Information business object for the UK legislation. You can use the rule to validate the TPS Temporary NI Number field in the UK Person Legislative Information.

GB Validate Teachers Pension Temporary NI Number

This rule validates the TPS Temporary NI Number field in the UK Person Legislative Information so that it's equal to 9 characters.

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 2767655.1) to get access.

Tips And Considerations

• You can't use Autocomplete Rules to default values using the Person business objects.
• It's recommended not to change the rule logic for this delivered rule to ensure that the format complies with the Teachers' Pension requirement.
• The TPS Temporary NI Number is stored in the PerInformation19 Developer Descriptive Flexfield (DDF) segment under the UK context.

Key Resources

For more information see the:

• 22B HCM Common What's New under the Common Features section for the Autocomplete Rules for HCM Experience Design Studio Enhancements feature
• Global Human Resources Cloud guide on the Oracle Help Center for the Working with Person Business Objects, Implementing Autocomplete Rules for HCM help topic

Role Information

You must be granted the Human Capital Management Application Administrator role to work in a sandbox.

Autocomplete Support for When and Why Business Object When Creating or Editing a Job Offer

You can improve productivity and save time by having additional data entry validations for fields in the When and Why section of the Create Job Offer and Edit Job Offer flows.

For example, you can author an autocomplete rule to default the proposed start date in the Create Job Offer flow.

These are the newly added attributes:

• Proposed Action ID

• Proposed Action Type

• Proposed Worker Type

• Proposed Start Date

• Legal Entity ID (Proposed Legal Entity ID)

Additionally, the following view accessor is also added:

• Get Requisition

Here are a few examples of authoring autocomplete rules to validate and default attributes in offer flows:

Example 1: You can author a rule to validate if a candidate’s job offer date is on the 1st or 16th of the month.

Autocomplete Rule to Validate Effective Date on 1st or 16th of the Month

Example 2: You can author a rule to validate that only certain actions types (Add Pending Worker, Add Pending Work Relationship, Transfer, and Global Transfer) are allowed to be selected as proposed actions while creating a job offer in Oracle Recruiting.

Autocomplete Rule to Validate that Only Certain Action Types are Allowed

Example 3: You can author a rule to default values for the Create Offer flow using the EMP_Groovy_OfferMode HCM Params.

Autocomplete Rule to Default Values for Create Offer Flow Using EMP_Groovy_OfferMode HCM Params

The following table shows the rule type attributes that are supported or not supported in offer flows:

Rule Type	Offer Flow	Is Proposed Worker Type Attribute Supported?	Is Proposed Start Date Attribute Supported?	Is Proposed Legal Employer Attribute Supported?	Is Proposed Action Attribute Supported?
Object Defaulting	Create Offer	Yes	Yes	Yes	No
Object Defaulting	Edit Offer	Not applicable	Not applicable	Not applicable	Not applicable
Object Defaulting	Copy Offer	Not applicable	Not applicable	Not applicable	Not applicable
Object Defaulting	Batch Offer	No	No	No	No
Object Validation	Create Offer	Yes	Yes	Yes	Yes
Object Validation	Edit Offer	Yes	Yes	Yes	Yes
Object Validation	Copy Offer	Yes	Yes	Yes	Yes
Object Validation	Batch Offer	No	No	No	No
Field Validation	Create Offer	No	No	No	No
Field Validation	Edit Offer	No	No	No	No
Field Validation	Copy Offer	No	No	No	No
Field Validation	Batch Offer	No	No	No	No
Field Modification	Create Offer	Yes	Yes	Yes	Yes
Field Modification	Edit Offer	No	No	No	No
Field Modification	Copy Offer	No	No	No	No
Field Modification	Batch Offer	No	No	No	No

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 Autocomplete Rules in the HCM Experience Design Studio, you need to log a Service Request (SR).

Review and follow the instructions provided in the My Oracle Support document, Fusion HCM Cloud: Enabling Autocomplete Rules Feature Starting with Release 21B (Doc ID 2767655.1) to get access.

Tips And Considerations

• When you create specific autocomplete rules for job offers (for example, create offer, edit offer, or copy offer), you must use the corresponding HCM Params (hcmparam) listed in the following table to conditionally include or exclude a specific part of the rule:

Flow Name	hcmparam (EMP_Groovy_OfferMode)
Create Offer	CreateOffer
Edit Offer	EditOffer
Copy Offer	CopyOffer

• If the legal employer or proposed worker type value isn’t populated in the job requisition, then the same value can be defaulted using the autocomplete rule.

• If the legal employer or proposed worker type value is populated in the job requisition, then the same value is defaulted in the When and Why section of the Create Job Offer and Edit Job Offer flows. This defaulting takes precedence over the autocomplete rule.

Key Resources

• For more information about delivered rules, see the 22A HCM Common What's New for this feature: Autocomplete Rules for HCM Experience Design Studio Enhancements

• For more information about autocomplete rules in the When and Why section for job offers, see the 22B Recruiting What's New for this feature: Autocomplete Rules - When and Why Section for Job Offers

• Employment, Chapter 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.

Document Records

Prefill Document Record Flexfield Attributes by Scanning an Attachment

We have made it easy for you to create document records by giving you the ability to prefill document record flexfield attributes by scanning them from an attachment. For example, you can scan the flexfield attributes that you want from an attachment and prefill them in the Document Details page without having to manually enter the values. This ensures greater data accuracy and less scope for errors. If the fields are made read-only, authenticity of the data is also ensured.

You can scan flexfield attributes which have value sets of validation type FORMAT ONLY, TABLE, INDEPENDENT and SUBSET from an attachment and prefill them in the Document Details page without having to manually enter the values.

NOTE: This feature is a continuation of the earlier release 22A feature: Prefill Document Record Attributes by Scanning an Attachment

Use the Add from Attachment Feature to Upload the Document to be Scanned

Select the Document Type and Click on Extract Data

Select the Document Record Field and Select the Corresponding Value from the Attachment

Select the Document Record Field and Select the Corresponding Value from the Attachment

Select the Document Record Field and Select the Corresponding Value from the Attachment

Select the Document Record Field and Select the Corresponding Value from the Attachment

Review List of Extracted Content from Attachment to Map to Document Record Attributes

Extracted Content Mapped to Document Record Attributes

You can improve authenticity of the data by having users scan the values instead of manually entering the values. Additionally, you can save time by not having to manually type the values for the document record fields.

Steps to Enable

By default, the profile option is set to Yes which means that the Add (Add from Attachment) action is enabled on the Document Records page. To disable the action, you must set the profile option to No.

Profile Option Code	Profile Display Name	Default Profile Value
ORA_PER_DOR_ATTACHMENT_SCAN	Document Record Attachment Scan Enabled	Yes

To change the default profile option value and disable the action, follow these steps:

1. Navigate to the Setup and Maintenance work area.

2. Search for and click the Manage Administrator Profile Values task.

3. Search for the ORA_PER_DOR_ATTACHMENT_SCAN profile option code and select the profile option in the search results.

4. In the Profile Values area, enter No in the Profile Value field.

5. Click Save and Close.

Tips And Considerations

• The following file formats are supported currently for the document attachment you upload for scanning: PDF, PPT or PPTX, DOC or DOCX, TXT, and XLS or XLSX.

• If you add more than one attachment for scanning, then the extract data process will consider only the most recent attachment.

• Password protected documents can't be used to prefill document record attributes.

• Any customization you make in the create document record page to mark field as read only will not impact the defaulting of the scanned value. The value you selected for the document record field during the scan will be mapped and visible in the create page for the read only field.

• While editing a document record, you can't prefill document record attributes from an attachment.

• If you select the Issuing Country field, you need to select the corresponding country name (for example, United States), and not the country code (for example, US) from the attachment.

Key Resources

For more information about document records, refer to these resources on the Oracle Help Center:

• Document Records, Chapter Workforce Records in the Using Global Human Resources & the Implementing Global Human Resources guides

Enhanced Deep Links for Document Records

You can take advantage of the enhanced deep links in Document Records. The deep links now support passing of additional parameters to directly access application pages without additional clicks or navigation.

These are the newly added parameters:

• pCategory: This parameter is added for the List mode to filter records based on the category. The document type category code is passed to the pCategory parameter. For example, LEGAL_DOC is the category code for the legal document. The parameter is valid for the following deep links:

  • Document Records (DOCUMENT_RECORDS_ANY,NONE)

  • Document Records (HR_DOCUMENT_RECORDS,NONE)

  • Document Records (MANAGER_DOCUMENT_RECORDS,NONE)

• pDocumentsOfRecordId: This parameter is available in conjunction with the parameter pMode=VIEW, to uniquely identify the person and document record and will open the document record in view mode. If the parameter is incorrect or the logged in user doesn’t have access to the person or document record, then the List page of the logged in user is displayed showing all document records.

The following parameter conditions will apply:

• If the Document Records (DOCUMENT_RECORDS_ANY,NONE) deep link is used without the Person ID or Person Number parameter, then the person ID of the logged in user will be defaulted.

• If the logged in user doesn’t have an associated person record, then a blank page is displayed when the user clicks the deep link.

• If the document type is passed in the deep link during Create mode and the Allow Multiple Occurrence Flag for the document type is true, then the deep link will open the create page with the passed document type.

• If the document type is passed in the deep link during Create mode and the Allow Multiple Occurrence Flag for the document type is false, then the following conditions are true:

  • If a document record exists, the deep link will open the record in Edit mode.

  • If no document record exists, the deep link will open the create page with the document type populated.

Ease of navigating and accessing document record pages from external applications 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.

Key Resources

For more information about document records, refer to the Workforce Records chapter of the following guides on topics of Document Records in the Oracle Help Center:

• Using Global Human Resources

• Implementing Global Human Resources

Additionally, you can refer to the 21C Global Human Resources, Document Records, What's New feature: Parameterized Document Record Deep Links

Control Display of Attachments Section on Document Records Page

You can now use the Minimum Attachments attribute to control the display of the Attachments section on the Document Records page. If the attribute value is set to -1, the Attachments section is hidden.

These are some of the highlights of this feature:

• It’s only applicable for transactions done using the UI.

• It’s not applicable when you use HCM Data Loader and REST API.

• If there are existing attachments and the attribute value is set to -1, then the Attachments section is read-only and you can't update the attachment. You can only view the attachment in read-only mode.

• Even if you set the value of the Minimum Attachments attribute to -1:

  • You can still use the Add from Attachment feature to prefill Document Record attributes by scanning an attachment.

  • It allows attachments to be automatically uploaded as part of the Generate Letter feature, but the Attachments section will be read-only.

• You can enable this feature even for existing document types.

Set the Minimum Attachments Attribute to -1 on the Document Type Setup Page

Attachments Section is not Displayed when the Attribute Value is Set to -1

Read-Only Attachments Section

You have the option to restrict users from uploading attachments to document types that don't need supporting documents.

Steps to Enable

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

Key Resources

For more information about document records, refer to the Workforce Records chapter of the following guides on topics of Document Records in the Oracle Help Center:

• Using Global Human Resources

• Implementing Global Human Resources

Role Information

You must be granted the Manage HR Document Type function privilege to work on document types.

Track How Document Records are Created

You can now identify the method by which a document record was created. A new attribute is added to the document records table so that you can track the method used to create the document record. This attribute isn’t displayed on the Document Records page. Also, the attribute is auto-populated and can't be updated using HCM Data Loader or REST API.

This table shows the possible values for this attribute:

Method	Description
Deep link	Document records created by using a deep link.
Document records	Document records created from the document records page.
HCM data loader	Document records created by using HCM data loader.
HCM spreadsheet data loader	Document records created by using HCM spreadsheet data loader.
HCM Extract	Document records created by using HCM Extract.
REST API	Document records created by using REST API.
Attachment scan	Document records created by scanning an attachment.
Document records API	Document records created by using document records API.

Provides traceability information by tracking the method used to create the document record.

Steps to Enable

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

Tips And Considerations

• The attribute will be available in the OTBI subject area in a future release.

Key Resources

For more information about document records, refer to the Workforce Records chapter of the following guides on topics of Document Records in the Oracle Help Center:

• Using Global Human Resources

• Implementing Global Human Resources

Replace Document Record Attachments Using HDL

You can now overwrite an existing attachment for a document record with a new attachment using HCM Data Loader.

NOTE: The overwriting happens only if the name of the existing attachment and the new attachment is the same.

You no longer need to individually delete and upload each document record attachment thereby reducing effort and saving time.

Steps to Enable

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

Tips And Considerations

This feature is not supported in the UI. The UI still requires you to first delete the old attachment file and then upload the new file.

Key Resources

For more information about document records, refer to the following chapter and guides located on the Oracle Help Center:

• Document Records in the Workforce Records chapter of Using Global Human Resources

• Document Records in the Workforce Records chapter of Implementing Global Human Resources

Employment

Payroll Section in Change Assignment Flow

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

Questionnaire Page

Payroll Details Section in Change Assignment Flow

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

Steps to Enable

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

Tips And Considerations

• The Payroll Details section is enabled out-of-the-box on the responsive Change Assignment flow.

• The Payroll Details section will be shown in the responsive Change Assignment flow only for the worker whose legal employer is enabled for Payroll.

• You can hide the Payroll Details section in the responsive Change Assignment flow using HCM Experience Design Studio.

Key Resources

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

• Transaction Design Studio – What It Is and How It Works (Document ID 2504404.1) in My Oracle Support

• Implementing Global Human Resources guide, Chapter Responsive User Experience Setup: HCM Experience Design Studio in Oracle Help Center

For more information about the Payroll Details section, see the 22B Global Payroll What's New for this feature: Update Employee’s Payroll During Change Assignment Transaction

Direct Reports Section Added to Employment Info Page

You can now view the direct reports of a manager in the newly added read-only Direct Reports section of the Employment Info page. The section displays the name of the direct report, their business title, and relationship type with the manager. The reports are sorted by the person name and manager type.

Direct Reports Section in Employment Info Page

You can view the direct reports for a manager when you view the Employment Info page.

Steps to Enable

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

Tips And Considerations

• This section is controlled by the application and is displayed only if direct reports exist for the manager. You can’t control the display of this section using HCM Experience Design Studio.

Salary Section Added to Employment Info Page

You can now view the salary of a worker in the newly added read-only Salary section of the Employment Info page.

Salary Section in Employment Info Page

You can have a consolidated view of the assignment and salary of a worker as part of your employment information transaction.

Steps to Enable

The Salary section is hidden out-of-the-box. To enable this section in the responsive flow, you must use HCM Experience Design Studio. These are the steps to enable the section in the Employment Info page:

1. Sign in as an administrator user who has the access to create and manage sandboxes.

2. Activate a sandbox where you can create a rule in the Transaction Design Studio.

NOTE: You need to enable the HCM Experience Design Studio and Page Composer options for the sandbox and also enable page-level configuration at the Site level.

3. On the application Home page, click My Client Groups > HCM Experience Design Studio.

4. Select the Transaction Design Studio tab.

5. Select Employment Info from the Actions drop-down list.

6. Click Add to add a new rule.

7. Enter a name and description for the rule in the Basic Details section.

8. In the Page Attributes section, select Reference Info Regions from the Region drop-down list.

9. For the Salary region, select Visible.

10. Click Save and Close, and then click Done.

11. The Salary section will be enabled in the Employment Info page.

Tips And Considerations

• You can hide or display various attributes of the Salary section using HCM Experience Design Studio.

• To configure the list of attributes visible to an employee, select Individual’s View of Their Salary in the Region drop-down list.

• To configure the list of attributes visible to line managers and compensation managers, select Manager View of the Individual’s Salary in the Region drop-down list.

Key Resources

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

• Transaction Design Studio – What It Is and How It Works (Document ID 2504404.1) in My Oracle Support

• Implementing Global Human Resources guide, Chapter Responsive User Experience Setup: HCM Experience Design Studio in Oracle Help Center

Role Information

This table shows the aggregate privileges that support features in this update and the predefined roles that inherit them.

Data Privilege Name and Code	Aggregate Privilege Name and Code	Job or Abstract Role	Description
View Worker Compensation Portrait Card CMP_VIEW_WORKER_COMPENSATION_PORTRAIT_CARD_DATA	View Compensation Card CMP_VIEW_COMPENSATION_CARD	Employee Line Manager HR Specialist HR Analyst	You can view the current or past salary only when you have access to the data privilege.
View Future Salary Changes ORA_CMP_VIEW_FUTURE_SALARY_CHANGES_DATA	View Future Salary Changes ORA_CMP_VIEW_FUTURE_SALARY_CHANGES	HR Specialist	You can view the future salary only when you have access to the data privilege.

If you are using the predefined roles, no action is necessary. However, if you are using custom versions of these roles, you must add these aggregate privileges to your custom roles to use this feature. See the Release 13 Oracle Human Capital Management Cloud Security Upgrade Guide on My Oracle Support (Document ID 2023523.1) for instructions about implementing new functions in existing roles.

Additional Compensation Section Added to Employment Info Page

You can now view the additional compensation information of a worker in the newly added read-only Additional Compensation section of the Employment Info page.

Additional Compensation Section in Employment Info Page

You can have a consolidated view of the assignment and compensation information of a worker as part of your employment information transaction.

Steps to Enable

The Additional Compensation section is hidden out-of-the-box. To enable this section in the responsive flow, you must use HCM Experience Design Studio. These are the steps to enable the section in the Employment Info page:

1. Sign in as an administrator user who has the access to create and manage sandboxes.

2. Activate a sandbox where you can create a rule in the Transaction Design Studio.

Note: You need to enable the HCM Experience Design Studio and Page Composer options for the sandbox and also enable page-level configuration at the Site level.

3. On the application Home page, click My Client Groups > HCM Experience Design Studio.

4. Select the Transaction Design Studio tab.

5. Select Employment Info from the Actions drop-down list.

6. Click Add to add a new rule.

7. Enter a name and description for the rule in the Basic Details section.

8. In the Page Attributes section, select Reference Info Regions from the Region drop-down list.

9. For the Additional Compensation region, select Visible.

10. Click Save and Close, and then click Done.

11. The Additional Compensation section will be enabled in the Employment Info page.

Tips And Considerations

• You can hide or display various attributes of the Additional Compensation section using HCM Experience Design Studio.

• You can control display of prior individual compensation proposals using the Additional Compensation region.

Key Resources

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

• Transaction Design Studio – What It Is and How It Works (Document ID 2504404.1) in My Oracle Support

• Implementing Global Human Resources guide, Chapter Responsive User Experience Setup: HCM Experience Design Studio in Oracle Help Center

Role Information

This table shows the aggregate privileges that support features in this update and the predefined roles that inherit them.

Data Privilege Name and Code	Aggregate Privilege Name and Code	Job or Abstract Role	Description
View Worker Compensation Portrait Card CMP_VIEW_WORKER_COMPENSATION_PORTRAIT_CARD_DATA	View Compensation Card CMP_VIEW_COMPENSATION_CARD	Employee Line Manager HR Specialist HR Analyst	You can view the current or past salary only when you have access to the data privilege.

If you are using the predefined roles, no action is necessary. However, if you are using custom versions of these roles, you must add these aggregate privileges to your custom roles to use this feature. See the Release 13 Oracle Human Capital Management Cloud Security Upgrade Guide on My Oracle Support (Document ID 2023523.1) for instructions about implementing new functions in existing roles.

Journeys

Analytics Task Type in Guided Journeys

You can now use the new Analytics task type in a guided journey. Using this task type, you can specify the Oracle Transactional Business Intelligence (OTBI) Analysis Path and the analysis parameters to display data in a guided journey task. For example, you can use an analytics task to view details of the head count in a guided journey for transfer.

Analytics Task Setup in a Guided Journey

In addition to the OTBI path, you can include these parameters in your report:

• Assignment Id
• Person Id

Analysis Parameters

Analytics Task Displays in Guided Journey for Transfer

Line Manager Reviews Analysis Details

Ability to display OTBI analysis on selected responsive transaction pages.

Steps to Enable

1. Build the required analysis in OTBI.
2. Associate the above analysis to a guided journey task of type Analytics when configuring the Checklist Template.
3. Associate the guided journey tasks to an Action in TDS.

For more information see Document 2504404.1 - Transaction Design Studio - What It Is and How It Works

Tips And Considerations

• The OTBI Analysis Path is not validated when you configure the task.
• Based on the complexity of the analysis, there could be a delay in rendering the output.

Key Resources

For more information, see the 22B What's New on this feature: Guided Journeys

For more information about Journeys and Checklists, refer to these resources on the Oracle Help Center:

• Checklists and Journeys in the Implementing Global Human Resources guide
• Checklists and Journeys in the Using Global Human Resources guide

For more information about configuring Guided Journeys, refer to these resources on My Oracle Support:

• Document ID 2849296.1 - Contextual and Guided Journeys
• Document ID 2504404.1 - Transaction Design Studio – What It Is and How It Works

Role Information

You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.

Availability of Assignment Identifier in Move to HR Action

Leverage the availability of a person’s assignment identifier to streamline the allocation of tasks and performers specifically for checklist and journey assignments due to the Move to HR action from Oracle Recruiting Cloud.

Availability of the assignment identifier helps to correctly determine:

• Which checklist and journey is applicable to the worker using eligibility profiles.
• Which task is applicable to the worker using eligibility profiles.
• Which manager should be assigned the task.
• Which Area of Responsibility (AoR) person should be assigned the task.

Enables you to correctly determine the performer and tasks assignment.

Steps to Enable

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

Tips And Considerations

• The Move to HR action is applicable only if you use Oracle Recruiting Cloud.
• When configuring the eligibility profile for use in Checklist Templates, you must select Specific Assignment as Assignment to Use.

Key Resources

For more information about Journeys and Checklists, refer to these resources on the Oracle Help Center:

• Checklists and Journeys in the Implementing Global Human Resources guide
• Checklists and Journeys in the Using Global Human Resources guide

Role Information

You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.

Contextual Journeys to Orchestrate Business Processes

You can now use Contextual Journeys to configure tasks that need to be performed by different performers before a HR transaction. For example, tasks that a manager needs to do before a transfer action.

Based on the contextual journey setup, when you initiate a specific HR quick action from either Me, My Team, or My Client Groups, a single contextual journey or a list of eligible contextual journeys displays. You can then start the relevant contextual journey.

To configure contextual journeys, you need to do the following:

1. Create the Contextual Journey in Checklist Templates with the new category Contextual Journey.

Configure Contextual Journey in Checklist Templates

2. Associate the context, which is either Me, My Team, or My Client Groups. Specify the quick action based on which the contextual journey should display.

Associate the Contextual Journey Category to Context and the Action

3. Configure the criteria to determine which contextual journey or task should display for a quick action using available attributes. For example, a transfer journey based on the location of the worker.

Configure Criteria that Determines Which Contextual Journey to Display for a Quick Action

When you initiate a quick action that has a contextual journey configured, here’s what happens:

1. If there’s only one configured contextual journey that qualifies for the quick action, the preview page with the tasks of that contextual journey appears and you can click Start This Journey. Clicking Continue Without Journey directly takes you to the respective quick action page.

Preview Page that Displays When There’s Only Contextual Journey

2. If there’s more than one contextual journey that matches the criteria defined, you are taken to the contextual journey gallery page where you can select a specific contextual journey from the options and start the journey.

Page that Displays When More Than One Contextual Journey is Available

  3. If there’s already an in-progress assigned contextual journey and other contextual journeys also exist for the selected quick action, you can either resume the in-progress journey or select a new journey.

4. If there’s no contextual journey configured for a quick action, the responsive ADF page directly opens for the quick action.

Enables you to orchestrate the different activities that need to be done as part of a business process.

Steps to Enable

You need to enable contextual journeys using the new ORA_PER_CONTEXTUAL_JOURNEYS_ENABLED profile option. Set the profile option value to Y.

Profile Option Code	Description	Default Value
ORA_PER_CONTEXTUAL_JOURNEYS_ENABLED Enable Contextual Journeys	Enable contextual journeys user interface.	N

 To change the default profile option value follow these steps:

1. Navigate to the Setup and Maintenance work area. 
2. Search for and click the Manage Administrator Profile Values task. 
3. Search for the ORA_PER_CONTEXTUAL_JOURNEYS_ENABLED profile option code and select the profile option in the search results.  
4. In the Profile Values area, enter Y in the Profile Value field.   
5. Click Save and Close.

Tips And Considerations

• You can configure Contextual journeys only from the Checklist Templates setup page.

• You can't change the category of an existing journey to Contextual Journey. Instead, define a new contextual journey.

• The attributes available for configuring a contextual journey are different than the regular journey setup. For example, you can't configure an eligibility profile at the checklist or task level for contextual journeys.

• The attributes in the Configure Criteria section will vary for each contextual action.

• The DocuSign, I-9, and OPA task types aren’t supported in contextual journeys.

• The processing mode for contextual journeys is set to Alerts based notifications by default and BI Publisher notifications aren’t supported.

• Continue Without Journey button on the Contextual Journey Gallery page is controlled using a security privilege. See the Role section.

• Contextual journeys won't be displayed in the Explore, My Journeys, and Assigned Journeys tabs.

• The My Tasks tab in Journeys displays tasks from contextual journeys.

• The Create Journey button in Explore tab on Journeys doesn't support creation of contextual journeys.

• Only a limited set of quick actions are currently supported for configuring contextual journeys.

• It’s recommended to configure a task with the required Application Task (quick action) as a task in your journey template so that the user can perform the necessary transaction as part of the contextual journey.

Key Resources

For more information about Journeys and Checklists, refer to these resources on the Oracle Help Center:

• Checklists and Journeys in the Implementing Global Human Resources guide
• Checklists and Journeys in the Using Global Human Resources guide

For more information on contextual journeys, see Contextual and Guided Journeys (Document ID 2849296.1) on My Oracle Support.

Role Information

You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.

This table shows the duty roles that supports this feature and the predefined roles that inherits this duty roles.

Duty Role	Job or Abstract Role
Manage Contextual Journey by Worker ORA_PER_MANAGE_CONTEXTUAL_JOURNEY_BY_WORKER	Contingent Worker Employee Pending Worker
Manage Contextual Journey by Manager ORA_PER_MANAGE_CONTEXTUAL_JOURNEY_BY_MANAGER	Line Manager
Manage Contextual Journey by HR ORA_PER_MANAGE_CONTEXTUAL_JOURNEY_BY_HR	Human Resource Specialist

This table shows the function security privilege that supports this feature and the predefined role that inherits this privilege.

Function	Duty Role	Job or Abstract Role
Bypass Contextual Journeys PER_BYPASS_CONTEXTUAL_JOURNEYS_PRIV	Manage Contextual Journey by HR ORA_PER_MANAGE_CONTEXTUAL_JOURNEY_BY_HR	Human Resource Specialist
Manage Assigned Task Advanced Settings PER_MANAGE_ASSIGNED_TASK_ADVANCED_SETTINGS	Manage Contextual Journey by HR ORA_PER_MANAGE_CONTEXTUAL_JOURNEY_BY_HR	Human Resource Specialist
Manage Assigned Journey Advanced Settings PER_MANAGE_ASSIGNED_JOURNEY_ADVANCED_SETTINGS	Manage Contextual Journey by HR ORA_PER_MANAGE_CONTEXTUAL_JOURNEY_BY_HR	Human Resource Specialist

If you are using the predefined roles, no action is necessary. However, if you are using custom versions of these roles, you must add these function privileges to your custom roles to use this feature. See the Release 13 Oracle Human Capital Management Cloud Security Upgrade Guide on My Oracle Support (Document ID 2023523.1) for instructions about implementing new functions in existing roles.

Guided Journeys to Assist Complex HCM Flows

You can now support users by providing guidance such as tutorials, company policies, and best practices, in the context of an HCM flow, using guided journey tasks.  For example, tasks to help a line manager transfer an employee. 

You can configure guided journey tasks to display at the page header or section header level for supported Transaction Design Studio (TDS) actions using TDS rules.

When employees, line managers, or HR specialists initiate an action for which a guided journey has been configured, they see a Guide Me button with the list of tasks to guide them.

To configure and use guided journeys, you need to do the following:

1. Create a Guided Journey in Checklist Templates with the new category Guided Journey.

Use Guided Journey Category in Checklist Setup

2. After adding tasks in the template, you can preview the tasks that will display in the guided journey.

Preview Tasks Added to the Guided Journey

3. Leverage TDS attributes and associate the configured guided journey to a TDS action at the page header and the section header level. To determine for whom the guided journey should display, you can configure relevant attributes available for the action in TDS.

Create Rule for Guided Journey in TDS

4. Select tasks of a guided journey you want to display in the page header or section header region.

Select Tasks to Display in the Page Header Region

Select Tasks to Display in the Section Header Region

5. When the user clicks on the TDS action for which a guided journey is configured, here’s what happens:

They can view the tasks that are part of that guided journey either at the page header or section header level.

Tasks Guide Line Managers in the Employee Transfer Process

Tasks to Guide the Line Manager in a Specific Section of the Employee Transfer Process

Provide guidance to users in the context of the transactions they perform based on their role.

Steps to Enable

To view guided journeys, set the profile option ORA_PER_GUIDED_JOURNEYS_ENABLED to Y.

Profile Option Code	Description	Default Value
ORA_PER_GUIDED_JOURNEYS_ENABLED Enable Guided Journeys	Enable the user interface for guided journeys.	N

To change the default profile option value follow these steps:

1. Navigate to the Setup and Maintenance work area. 
2. Search for and click the Manage Administrator Profile Values task. 
3. Search for the ORA_PER_GUIDED_JOURNEYS_ENABLED profile option code and select the profile option in the search results.  
4. In the Profile Values area, enter Y in the Profile Value field.   
5. Click Save and Close.

Tips And Considerations

• Guided journeys can be configured only from the Checklist Templates setup page.
• You can't change the category of an existing journey to Guided Journey. Instead, define a new guided journey.
• The Create Journey button in Explore tab on Journeys doesn't support creation of guided journeys.
• Guided journeys are supported only in ADF pages and not on VBCS pages.
• Supported task types in a guided journey are Analytics, Document, Embedded Learning, External URL, Manual Task, Questionnaire, Report, and Video.
• Only a limited set of TDS actions are currently supported for configuring guided journeys.
• The attributes available for configuring a guided journey are different than the regular journey setup.
• A new subscriber code is available for Guided Journeys in Questionnaires to store the responses provided. 
• You can configure the rule in TDS even if the guided journey profile option is set to N.
• Guided journeys won't be displayed in the Explore, My Journeys, My Tasks, and Assigned Journeys tabs.
• It is recommended to use only one guided journey per TDS action.
• A recommended best practice when creating multiple guided journeys and adding in TDS is to follow a naming convention to help identify the guided journey. Something like this: actionName_ruleConfigParams_pageLevel or actionName_ruleConfigParams_sectionName. For example, Transfer_Employee_Page or Transfer_USManager_AssignmentDetails.

Key Resources

For more information about Journeys and Checklists, refer to these resources on the Oracle Help Center:

• Checklists and Journeys in the Implementing Global Human Resources guide
• Checklists and Journeys in the Using Global Human Resources guide

For more information on guided journeys, see Contextual and Guided Journeys (Document ID 2849296.1) on My Oracle Support.

• Use Transaction Design Studio to Configure Field Displays in the Implementing Global Human Resources guide
• Transaction Design Studio -What It Is and How It Works (Document ID 2504404.1)

Role Information

• You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.
• You must be granted the Access HCM Common Components function privilege to view guided journeys on the transaction pages.

Trigger Journey Tasks Based on Activation Criteria

You can now trigger a journey task using the Activation Criteria attribute. You can configure this attribute for a task, such that it will be triggered or activated when the criteria is fulfilled. You can set the Activation Criteria on the Create Task page.

The activation criteria can be used in scenarios like these where you need to branch tasks based on the user’s response:

• When the user responds to a task with either Done or Not Applicable. 
• When the user responds to a specific question with a specific response in a Questionnaire task.
• When the user responds to a specific segment with a specific response in a Configurable Form task.

You need to create a formula that includes conditions for the activation criteria. The fast formula needs to be associated to an eligibility profile which then needs to be selected as the Activation Criteria attribute.

For example, say you have a task where employees need to respond with a Yes or No for their vaccination certificate. If they answer Yes, you can use the activation criteria to check for this response and trigger a dependent task where they can upload their vaccination certificate.  If they answer No, you can use the activation criteria to check and trigger a dependent task where they respond to a Wellness check questionnaire. You can achieve this by renaming the Done button to Yes and the Not Applicable button to No. You can then configure Activation Criteria for the respective dependent tasks.

Select the Appropriate Activation Criteria for the Dependent Task

User Selects Yes as Task Response

Dependent Task Activated Based on Response

Select the Appropriate Activation Criteria for the Dependent Task

User Selects No as Task Response

Dependent Task Activated Based on Response

Ability to branch tasks in a journey based on inputs to a previous task.

Steps to Enable

NOTE: Before you begin, create a fast formula and eligibility criteria for the checklist task in Setup and Maintenance.

Tips And Considerations

• The activation criteria is evaluated when the preceding task is completed. This is different from the existing task eligibility profile which is evaluated at the time of journey allocation.
• To configure branching of tasks for binary response scenarios such as, Yes or No, you can simply rename the action labels in the task and use the activation criteria to determine the next task.
• Tasks that don’t meet the activation criteria display the Dependent Eligibility Criteria failed status.
• This feature is applicable to both Journeys and Checklists.
• This feature will support branching of tasks only within the same journey.
• This feature doesn't support triggering of a different journey or a task within a different journey.

Key Resources

For more information about Journeys and Checklists, refer to these resources on the Oracle Help Center:

• Checklists in the Implementing Global Human Resources guide
• Use Journeys, Hire, Onboard, and Manage Workers in the Using Global Human Resources guide
• Eligibility Profiles in the Implementing Global Human Resources guide
• Administering Fast Formulas guide

Role Information

You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.

Configure Text for Buttons and Links Per Journey Task

You now have the flexibility to configure text for buttons and links in a journey task as per your organization’s needs. You can rename such action labels in the Rename Action Labels section in the Display Settings tab during task setup.

The Rename Action Labels section displays the current labels in both checklists and journeys. When you provide a new label, it reflects in both journeys and checklists task pages.

Rename Action Labels

Support for Translation of Renamed Labels

Renamed Labels Display in Journey page

Renamed Labels Display in Responsive Checklist page

Personalize labels per journey per task, to suit your organization's business language for those tasks and journeys. For example, rename Not Applicable button label to Refuse to Sign, for the eSign task type in a journey.

Steps to Enable

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

Tips And Considerations

• Renaming an action, label or link is supported for all task types.
• Translation is supported for renamed labels using the translation editor.
• The new label displays in Journeys, Onboarding, and responsive Checklist pages.

Key Resources

For more information about Journeys and Checklists, refer to these resources on the Oracle Help Center:

• Checklists in the Implementing Global Human Resources

• Use Journeys, Hire, Onboard, and Manage Workers in the Using Global Human Resources

Role Information

You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.

Employee Can View Journey Tasks Assigned to Others

Employees can now view tasks assigned to other task performers as part of their assigned journeys in the Others' tasks section. Employees can view the tasks but can't expand or act on them.

View Tasks of Other Performers in Your Assigned Journey

This feature gives you the ability to see progress of other task performers in an assigned journey.

Steps to Enable

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

Tips And Considerations

• By default, this section is hidden. It can be displayed by setting Others' Incomplete Tasks display property to Show under the checklist template Display Settings tab.

Note: If you have configured Others' Incomplete Tasks section display property as Show in existing journey templates prior to 22B, then you need to reconfigure the property to Show. Additionally, you need to run the Update Assigned Journey Attributes Based on Modified Journey Template ESS process to synchronize the display property to existing assigned journeys.

Key Resources

For more information see the Oracle Help Center for the following guides:

• Checklists and Journeys in the Implementing Global Human Resources guide
• Checklists and Journeys in the Using Global Human Resources guide

Role Information

You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.

Task Description Available in Journey Task Selection LoV

We have enhanced the journey task selection LoV in the task library to display the task description so that you can find relevant tasks easily.

The task description displays in these flows:

• When you select tasks from the task library to add to an assigned journey
• When you select tasks from the task library to add when creating or editing a personal journey

 

Enhanced Task LoV in Create Personal Journey Page

Enhanced Task LoV in Assigned Journey Page

This feature makes it easier to find relevant tasks.

Steps to Enable

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

Tips And Considerations

• You can't search for a task using the task description. The task description is available only for viewing.

Key Resources

For more information about Journeys and Checklists, refer to these resources on the Oracle Help Center:

• Checklists and Journeys in the Implementing Global Human Resources guide
• Checklists and Journeys in the Using Global Human Resources guide

Update Assigned Journey and Task Attributes Based on Modified Journey Template

We have made it easy to synchronize changes you make at the journey template or task setup level to assigned journeys or tasks that are in progress, using a new ESS process. You can now run the Update Assigned Journey Attributes Based on Modified Journey Template process to synchronize the changes.

These are some of the highlights of this feature:

• The Update Assigned Journey Attributes Based on Modified Journey Template process synchronizes only journeys and tasks that are in progress and not in terminal status.
• It’s mandatory to provide a checklist name if you provide the task name parameter.
• The checklist name and task name parameters you select display as ID’s in the ESS Process Details dialog box.
• You can choose to update attributes in an assigned journey or task for specific persons using comma separated list of person numbers.
• If person numbers aren’t provided, the attributes will be synced across all open allocations of that journey and task.

ESS Process to Update Assigned Journey and Task Attributes Based on Modified Journey Template

Reduces effort to manually update all assigned journeys and tasks.

Steps to Enable

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

Tips And Considerations

• This feature isn’t supported in these task types - Basic Esign, Embedded Learning, I9, OPA, Document, Questionnaire, and Configurable Form.
• Task related changes won’t be synced in these scenarios:
  • If you change the task type, for example, from Manual to Video, then the changes won't be synced to an already assigned task.
  • If you change the configuration of an existing Questionnaire and Configurable Form task, the change won’t be synced to an already assigned task.
  • If you change the preceding task configured in a checklist, the change won't be synced.
  • If you choose to sync a specific task and that task doesn’t exist in the selected checklist, the process will stop.
• The sync process won’t allocate a new task added to a template or delete an allocated task that is deleted from a checklist template.
• Allocating a new task or removing of tasks can be done using the user interface, HDL, or REST API. You can use the log files to validate the sync process.

Key Resources

For more information about Journeys and Checklists, refer to these resources on the Oracle Help Center:

• Checklists in the Implementing Global Human Resources
• Use Journeys, Hire, Onboard, and Manage Workers in the Using Global Human Resources

Role Information

• You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.
• Users must be granted the Run Global HR Processes function privilege to run the Update Assigned Journey Attributes Based on Modified Journey Template process manually.

Expire Assigned Journey Tasks

You can now set the expiry duration for tasks based on which they move to expired status.  The option to set task expiry is available in the Set Reminders and Expiry section of the Notification and Reminders tab only if the journey-processing mode is set to Alerts based processing. The task expires after the specified number of days from the assignment date or due date.

As part of the daily run, the Process HR Checklist and Tasks ESS process evaluates tasks for expiry and moves them to expired status. When this happens, the date of expiry displays as the task status and no further action is possible. To notify task owners and performers of an expired task you can use either a predefined alert template or a user-defined template in the Task Alert Templates section.

If expiry is based on due date and the due date is modified, the task expiry is computed again.

Configure Expiry Duration for the Task

Expired Status Displays for Task

Removes the need to manually mark a task as closed. When there are less tasks open, the overall page performance also improves.

Steps to Enable

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

Tips And Considerations

• The task expiry feature is applicable for both required and optional tasks.

Key Resources

For more information about Journeys and Checklists, refer to these resources on the Oracle Help Center:

• Checklists in the Implementing Global Human Resources guide
• Use Journeys, Hire, Onboard, and Manage Workers in the Using Global Human Resources guide

Role Information

You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.

Control Keyword Search on Journey Pages Using Enhanced Criteria

We have enhanced the search in Journey pages to improve performance by displaying results based on the Starts With operator. This is controlled by the new ORA_PER_JRNY_SEARCH_STARTSWITH profile option that is set to Y by default.  

This search is available on the Explore, My Journeys, My Tasks, Assigned Journeys, and Activity pages.

Results Display Based on the Keyword Search

Improves performance when searching for journeys, tasks, and persons.

Steps to Enable

By default, this profile option is set to Y, which means the search is based on the Starts With criteria.

Profile Option Code	Meaning	Default Value
ORA_PER_JRNY_SEARCH_STARTSWITH	Enable search in Journeys pages by using the StartsWith criteria.	Y

To change the default profile option value follow these steps:

1. Navigate to the Setup and Maintenance work area.
2. Search for and click the Manage Administrator Profile Values task.
3. Search for the ORA_PER_JRNY_SEARCH_STARTSWITH profile option code and select the profile option in the search results.
4. In the Profile Values area, enter N in the Profile Value field.
5. Click Save and Close.

Key Resources

For more information about Journeys and Checklists, refer to these resources on the Oracle Help Center:

• Checklists in the Implementing Global Human Resources guide
• Use Journeys, Hire, Onboard, and Manage Workers in the Using Global Human Resources guide

Role Information

You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.

Use Document Included in Document Task Setup Instead of Creating Copy

Utilize the Don’t copy, use source document during task setup to use the document attached in a Document task type in a contextual journey. This configuration enables you to prevent creating a copy of the document at the time of task assignment.

Currently, a copy of the document is created when the task is assigned. If you enable the Don’t copy, use source document option a copy of the document isn’t created at the time of task assignment thereby improving performance.

Use the Document Included in Document Task Setup

Eliminates the need to create a copy of the document and improves performance.

Steps to Enable

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

Tips And Considerations

• This feature is applicable only for Document type tasks created in a contextual journey.

Key Resources

For more information about Journeys and Checklists, refer to these resources on the Oracle Help Center:

• Checklists in the Implementing Global Human Resources

• Use Journeys, Hire, Onboard, and Manage Workers in the Using Global Human Resources

Role Information

You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.

Embedded Learning Task Type in Journeys

You can now use the Embedded Learning task type in a journey. Using this task type, you can embed learning items that will help a task performer in their journey. For example, learning video as part of an employee’s onboarding journey.

Currently, these are the supported learning content types you can include as part of the embedded learning task type:

• Document
• Video

Prerequisite for using this feature:

In order to use this feature you need to configure learning content. You should configure learning content only if you have purchased Oracle Learning Cloud. Contact Sales for this.

Embedded Learning Task Setup of Learn Content Type Document

Task Performer Uses Link to View Embedded Learning Document in a Journey Task

Embedded Learning Document Can Be Downloaded or Opened

Task Performer Uses Link to View Embedded Learning Document in a Responsive Page

Embedded Learning Document Can Be Downloaded or Opened

Embedded Learning Task Setup of Learn Content Type Video

Embedded Learning Video Plays Inline in a Journey Task

Embedded Learning Video Plays Inline in a Responsive Page

Leverage predefined learning content within a journey task.

Steps to Enable

1. Configure the learning content.
2. Associate the relevant learning content to the embedded learning content type when configuring a journey task.

Tips And Considerations

• A task performer can click on Done only after they view the complete video in an embedded learn video task.

• A task performer can click on Done only after they have clicked the See document link in an embedded learn document task.

Key Resources

For more information about Journeys and Checklists, refer to these resources on the Oracle Help Center:

• Checklists in the Implementing Global Human Resources guide

• Use Journeys, Hire, Onboard, and Manage Workers in the Using Global Human Resources guide

For more information about Learning, see the Implementing Learning guide in the Talent Management Cloud on the Oracle Help Center.

Role Information

You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.

This table shows the duty roles that supports this feature and the predefined roles that inherits this duty roles.

Role	Job or Abstract Role
Use REST Service - eLearning Content Read Only ORA_WLF_REST_SERVICE_ACCESS_ELEARNING_CONTENT_RO	Human Capital Management Integration Specialist ORA_HRC_HUMAN_CAPITAL_MANAGEMENT_INTEGRATION_SPECIALIST_JOB
Use REST Service - eLearning Content ORA_WLF_REST_SERVICE_ACCESS_ELEARNING_CONTENT	Human Capital Management Integration Specialist ORA_HRC_HUMAN_CAPITAL_MANAGEMENT_INTEGRATION_SPECIALIST_JOB Learning Specialist REST Services ORA_WLF_LEARNING_SPECIALIST_REST_SERVICES_DUTY
Manage eLearning Content ORA_WLF_MANAGE_ELEARNING_CONTENT	Learning Specialist ORA_WLF_LEARNING_SPECIALIST_JOB
Access Learning Common Components ORA_WLF_LEARNING_COMMON	Employee ORA_PER_EMPLOYEE_ABSTRACT Contingent Worker ORA_PER_CONTINGENT_WORKER_ABSTRACT Line Manager ORA_PER_LINE_MANAGER_ABSTRACT Pending Worker ORA_PER_PENDING_WORKER_ABSTRACT Learning Specialist ORA_WLF_LEARNING_SPECIALIST_JOB

If you are using the predefined roles, no action is necessary. However, if you are using custom versions of these roles, you must add these function privileges to your custom roles to use this feature. See the Release 13 Oracle Human Capital Management Cloud Security Upgrade Guide on My Oracle Support (Document ID 2023523.1) for instructions about implementing new functions in existing roles.

Additional Seeded Journey for Benefits

You can now leverage the Benefits seeded journey and modify it to create specific journeys to suit your business requirements.

Benefits Enrollment Seeded Journey

Tasks in the Benefits Seeded Journey

This feature minimizes configuration efforts and increases efficiency.

Steps to Enable

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

Tips And Considerations

• All seeded journey templates begin with 'Oracle -' and will be available in Draft status. 
• Seeded journeys aren't editable.
• You can duplicate a template and modify as per your business requirements.
• 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.

Key Resources

For more information about Journeys and Checklists, refer to these resources on the Oracle Help Center:

• Checklists in the Implementing Global Human Resources guide

• Use Journeys, Hire, Onboard, and Manage Workers in the Using Global Human Resources guide

Role Information

You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.

OAuth 2.0 Enabled for DocuSign Integration with Journeys

We have enhanced the security in the DocuSign integration process to include OAuth authentication with a new profile option.  If the ORA_PER_CHECKLIST_USE_OAUTH_IN_DOCUSIGN profile option is enabled you now only need to enter the User ID provided by DocuSign instead of the User Name and Password that you used to enter previously in the HCM Electronic Signature Configurations page.

The User Name and Password fields don’t display if the profile option for OAuth is enabled.

After providing the User ID you have obtained from DocuSign, you need to authorize and then validate the authentication. This is a one-time activity.

NOTE: As per DocuSign, all authentication methods other than Auth 2.0 will not be supported after September 2022. Hence, it's recommended that you plan and migrate from the legacy authentication by enabling the profile options, latest by 22C.

Enter the User ID in the Electronic Signature Configuration Page

Simplifies and improves security of DocuSign integration.

Steps to Enable

If you want to use OAuth for DocuSign, set the profile option to Y. By default, this is set to N, this means legacy authentication is used.

Profile Option Code	Description	Default
ORA_PER_CHECKLIST_USE_ OAUTH_IN_DOCUSIGN Enable OAuth for DocuSign	Enable OAuth based authentication for DocuSign integration in checklists and journeys	N

To change the default profile option value follow these steps:

1. Navigate to the Setup and Maintenance work area.
2. Search for and click the Manage Administrator Profile Values task.
3. Search for the ORA_PER_CHECKLIST_USE_OAUTH_IN_DOCUSIGN profile option code and select the profile option in the search results.
4. In the Profile Values area, enter Y in the Profile Value field.
5. Click Save and Close.

By default, this profile option is set to Y, this means the production OAuth authentication is used in production environments. If set to N, the OAuth authentication for stage is used.

Profile Option Code	Description	Default
ORA_PER_CHECKLIST_USE_PRODUCTION_OAUTH_DOCUSIGN Production Account for OAuth DocuSign Integration Enabled	Enable the production OAuth Account to be used for DocuSign integration in production environments.	Y

To change the default profile option value follow these steps:

1. Navigate to the Setup and Maintenance work area.
2. Search for and click the Manage Administrator Profile Values task.
3. Search for the ORA_PER_CHECKLIST_USE_PRODUCTION_OAUTH_DOCUSIGN profile option code and select the profile option in the search results.
4. In the Profile Values area, enter N in the Profile Value field.
5. Click Save and Close.

Key Resources

For more information about Journeys and Checklists, refer to these resources on the Oracle Help Center:

• Checklists, Implementing Global Human Resources, Global Human Resources Cloud.

• Use Journeys, Hire, Onboard, and Manage Workers, Using Global Human Resources, Global Human Resources Cloud.

For more information about the DocuSign integration, refer to this resource:

• Checklists - Integration with DocuSign (Document ID 2486626.1) on My Oracle Support.

Role Information

You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.

Person

Enhanced Computation of Total Adjustments in Calculate Seniority Dates Process

We have enhanced the Calculate Seniority Dates process so that the Total Adjustments value is computed appropriately for multiple adjustments and assignments while using the fast formula.

This change will impact the users only if they use V3 seniority dates and custom fast formulas to calculate seniority adjustments. Also, only if they have multiple assignments and seniority adjustments.

After this change, the fast formula adjustments in V3 seniority dates will be calculated in the same way for both these cases:

• Single adjustment and assignment.

• Multiple adjustments and assignments.

This enhancement ensures consistency in the computation of fast formula adjustments in V3 seniority dates between single adjustment and assignment, and multiple adjustments and assignments.

Steps to Enable

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

Enter Document Records for Family and Emergency Contacts

HR Specialists can now add document records for workers' contacts from the Family and Emergency Contacts page.

You can either drag and drop a document record or upload it from your local drive.

This feature improves the HR Specialists experience with document records where they can add document records for workers' contacts from the Family and Emergency Contacts responsive page.

Steps to Enable

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

Tips And Considerations

• The Document Records action can't be configured from the Transaction Design Studio.

• The Document Records action is available only for contacts who don't have any associated active or inactive work relationship (assignment record) in the application.
  • You can upload documents for existing or terminated workers using the main Document Records page.

• These are the key points to note about approvals related to contacts.
  • If you have added a contact that is pending approval, then the Document Records action isn't available for the contact.
  • If there are any pending changes to the contact's person record, then the Document Records action is available.

• If there's any security for the parent person record, it's applied to the contact record as well.

• You can create a document type security profile and apply it to the role to control the visibility of certain types of document records.

• Deleting a contact relationship doesn't delete a contact's document records.

• Security is based on the person and not the assignment. For example, a contact's document records are retrieved based on the parent person's security profile and not the assignment-level security.

• This feature doesn't impact the Benefits - People to Cover pages.

• The document types that are not assignment-based are supported for contacts.

• Employees can't enter document records for their contacts.

Role Information

This table shows the privileges that support this feature and the predefined roles that inherit them.

Privilege	Abstract or Job Role
View Person Documentation ORA_PER_VIEW_PERSON_DOCUMENTATION	Human Resource Analyst
Manage Person Documentation ORA_PER_DOCUMENT_MANAGEMENT_DUTY	Human Resource Specialist

Transaction Design Studio Improvements for Personal Info Responsive Pages

You can now hide or display specific flexfield attributes, comments, and attachments for these responsive pages in the Transaction Design Studio.

• Add Contingent Worker
• Add a Nonworker
• Add Pending Worker
• Contact Info
• Create Work Relationship
• Edit Pending Worker
• Family and Emergency Contacts
• Hire an Employee
• Identification Info
• Local and Global Transfer
• Personal Details

Flexfield Attributes

Here's an example of how you show specific visa legislative flexfield attributes for the Identification Info action in the Transaction Design Studio.

Once enabled, the flexfield attribute is shown in the respective responsive page.

Comments and Attachments

You can now show or hide the individual Comments and Attachments fields. You can also make the Comments field mandatory for the self-service pages in the Transaction Design Studio. For example, here we are configuring the Comments and Attachments section in the Identification Info flow.

You can configure it for each section in the self-service flow.

Section-level settings apply over any other configuration settings.

This feature gives control over these areas.

• Display of the pages using Transaction Design Studio is easier to create and maintain.
• Display of the Comments or Attachments, or both fields in each specific section.

Steps to Enable

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

Tips And Considerations

• All page and available attributes are set as Not Visible, by default.

• A professional user can see all the flexfield attributes in the personal info and add person flows due to predefined rules while they are not visible to a user with just the employee role.

• Latest changes done through either the Page Composer personalization or the Transaction Design Studio take precedence. For example, if you make a flexfield segment as not visible using Page Composer and then make it visible and required using the Transaction Design Studio, then the flex segment will be visible and required since the Transaction Design Studio change is the latest. Same precedence rules applies for Comments and Attachments.

• Flexfield segments are available in the Page Attributes section of the Transaction Design Studio. You can only set the flexfields to visible or not visible from the Available Attributes section in the Transaction Design Studio but you have to configure the individual segments from the Page Attributes section.

• Page Attributes setting always take precedence over the Available Attributes setting. Let's understand how this works using the example of passport attributes in the following table.

For self-service flows:

Name	Available Attributes Setting	Page Attributes Setting	Me > Identification Info > Passport > Edit Passport page	Me > Identification Info > Passport > Readonly Passport page	My Client Groups > Identification Info > Passport > Edit Passport page	My Client Groups > Identification Info > Passport > Readonly Passport page
Passport Flexfield Attributes	Not visible (default)	Not visible (default)	Not visible	Not visible	Visible	Visible
	Visible	Visible	Visible	Visible	Visible	Visible
	Visible	Not visible	Not visible	Not visible	Not visible	Not visible
	Not visible	Visible	Visible	Visible	Visible	Visible
	Not visible	Not visible	Not visible	Not visible	Not visible	Not visible

 For hire flows:

Name	Available Attributes Setting	Page Attributes Setting	My Client Groups >  Edit Passport page	My Client Groups > Readonly Passport page
Passport Flexfield Attributes	Not visible (default)	Not visible (default)	Visible	Visible
	Visible	Visible	Visible	Visible
	Visible	Not visible	Not visible	Not visible
	Not visible	Visible	Visible	Visible
	Not visible	Not visible	Not visible	Not visible

• Flexfield customizations are retained if there aren't any changes in the Transaction Design Studio layer that overrides the customization.
• Localization and predefined rules take precedence over flexfield modifications.
• Section-level configurations take precedence over page-level configuration in case of Comments and Attachments configuration. If there is no section-level configuration, then page-level configuration takes precedence.

Simulate Person, Area of Responsibility and Share Information Approval Rules

You can now use approval rules simulation to test approval rules and its routing without creating any new transactions for these responsive person, area of responsibility, and share information flows.

Approval Flow	Impacted Pages/Flows
Manage Areas of Responsibility	Areas of Responsibility
Share Information	Share Data Access Share Personal Info
Change Personal Information	Personal Information - Personal Details Personal Information - Contact Info Personal Information - Identification Info Personal Information - Family and Emergency Contacts
Person External Identifiers	Person Identifiers for External Applications

When your approval rule configuration is incorrect, the simulation fails with the appropriate message displayed as shown below.

These are some examples of a successful approval rule configuration.

You can easily fix errors and incrementally build the approval rule conditional logic and see the impact of the change without having to recreate and submit new transactions.

Steps to Enable

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

Tips And Considerations

• This feature doesn't apply to classic person, areas of responsibility and share information flows.

• Bypass approvals needs to be disabled to test the approval flow configuration for new transactions. However you can test the approval flow configuration for pending, draft, and failed transactions even though bypass approvals is enabled.

• You need to first submit the configured rule before testing it.

• This feature isn’t enabled for any in-flight transactions that you submitted before upgrading to release 22B.

• This feature doesn't impact existing transactions on upgrade.

• The Approvers header is hidden in BIP notifications.

• These FYI notifications are excluded from this feature: Share Information Approval FYI Notification, Share Information FYI Notification, and Share Information Reject FYI Notification.

• You can simulate approval rules for failed or are pending transactions. You can't simulate approval rules for completed transactions.

NOTE: The HCM_TEST_APPROVAL_RULES_ENABLED profile option is available, by default, and set to Y from release 22A. If you want to disable approval rule simulation, you need to set the profile value to N at the site level.

Key Resources

• For more information on approval rule simulation, refer the Enhancements to Approvals and Notifications feature in update 21D, Human Resources Cloud.

Role Information

If you want your Human Resource Analyst user to simulate approval rules, then you need to define a custom role and assign these privileges

• PER_CONFIGURE_APPROVAL_RULES_PRIV
• PER_TEST_APPROVAL_RULES_PRIV

Workforce Structures

Evaluation Criteria Available in Position and Job Responsive Flows

You can now specify the evaluation criteria for jobs and positions in the responsive job and position flows respectively.

Evaluation Criteria Section and Working Conditions Field

A new section, Evaluation Criteria is added to the responsive job and position flows. By default, this section is hidden in both; you have to enable it in the Transaction Design Studio.

You can either select the Hay System or can select a custom evaluation system.

Additionally, as part of the Hay evaluation system, Working Conditions is a new criteria that's added only in the responsive job and position flows. There is no default value for this criteria. The points you enter for Working Conditions will be added to the Overall Score.

Specify a Default Evaluation System

You can also specify a default evaluation system for the responsive job and position flows on the Manage Enterprise HCM Information page. If you specify a default evaluation system, it applies to both, jobs and positions. However, you can change it in the respective flows.

These are the benefits of the feature:

• You can use this feature to evaluate jobs and positions based on the criteria during compensation reviews.
• Addition of the Working Conditions field will enhance your evaluation data if you use the Hay system.
• You can save time so that an evaluation system is selected, by default, on the position and job responsive pages by specifying a default evaluation system for your organization.

Steps to Enable

The Evaluation Criteria section is hidden, by default. You have to enable it for all position and job flows in the Transaction Design Studio. These are the steps to enable the section in the Position Details page.

1. Click  My Client Groups > HCM Experience Design Studio.
2. Select the Position Details action.
3. Click Add to add a rule.
4. Enter a name and description for the rule.
5. In the Page Attributes section, select the Configure Save Options and Regions option.
6. For the Evaluation Criteria region, select Visible.

7. Click Save and Close.
8. Select Evaluation Criteria from the Region list to ensure that the Evaluation System field is enabled in the section.

 

9. The Evaluation Criteria section will be enabled in the Position Details page.

Similarly, to enable the Evaluation Criteria section in the Job Details page, select the Job Details action in the Transaction Design Studio.

NOTE: Please note that In the Request a New Position and Request a Position Change flows, the Evaluation Criteria section is available in the Show or Hide Regions section.

Tips And Considerations

• All evaluation criteria, by default, are blank or null.

• By default, the Evaluation Date doesn't default to the start date of the job or position unlike the classic job and position pages.

• The Evaluation System is defaulted when you specify an evaluation date in the Evaluation Criteria section.

• The Evaluation Date can't be earlier than the start date of the job or position.

• An additional check box is added to the questionnaire page for the Create Job, Request a New Position and Request a Position Change flows when it's enabled in the Transaction Design Studio.

• The evaluation criteria data associated to a job or position isn't copied when a job or position is respectively duplicated.

• You can see only the Evaluation Date and the Evaluation System fields in the read-only job or position pages, if there isn't any evaluation data.

• If you want to remove the evaluation data for a job or position, you need to remove the Evaluation System value.
  • If the Evaluation System is defaulted and the field is hidden, you have to first unhide the field and then remove the Evaluation System to delete the evaluation data.

• Any updates to evaluation data are retained in the cache until you submit the data. However, the data committed to the database is displayed on the page, irrespective of the earlier data updates.

• Points to note about the Working Conditions field.
  • The Working Conditions attribute is available in approval and post approval notification data models and BIP templates.
  • The Working Conditions attribute is available in HCM Data Loader (HDL), HCM Spreadsheet Data Loader (HSDL), and the predefined HSDL Job and Position templates.
  • This field will be added to the OTBI subject areas in the next release.
  • You can also export or import data into this field using the export and import feature in FSM.
  • Audit is enabled for the Working Conditions field.

• The Default Evaluation System configuration isn’t date effective on the Manage Enterprise HCM Information page.

Key Resources

For more information about Jobs and Positions, refer to the Implementing Global Human Resources guide in the following chapters. The guide can be found in the Oracle Help Center.

• Jobs, Jobs and Positions

• Configuration Options:

  • Workforce Structures Enterprise-Level Configuration, Workforce Structures

  • Workforce Structures Lookups, Workforce Structures

  • Workforce Structures Flexfields, Workforce Structures

Role Information

You must be granted the Human Capital Management Application Administrator role to work in a sandbox.

Additional Configurable Sections for Position Details, Job Details, and Location Details in Transaction Design Studio

You can now configure these sections to show or hide them using the Transaction Design Studio in the Position Details, Job Details, and Location Details pages .

Action/Page	Configurable Sections
Position Details	Additional Info Budget Details Evaluation Criteria  Grades Legislative Info
Job Details	Additional Info Evaluation Criteria  Grades Legislative Info
Location Details	Additional Info Legislative Info Shipping Details

You can configure these sections using the Configure Save Options and Regions option for each action in the Transaction Design Studio.

In this example, we are hiding the Additional Info section in the Job Details page.

Configure to hide the Additional Info section in the Transaction Design Studio

Additional Info section is hidden in the Job Details page.

This feature enables users to hide or unhide sections that aren't required and improve user experience with these flows.

Steps to Enable

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

Tips And Considerations

• The configuration changes applies to update, correct, duplicate, and read-only page for positions, jobs, and locations.

• This feature pertains only to the UI and there is no impact when managing positions, jobs, and locations using HCM Data Loader (HDL) and REST resources.

• These sections are always visible, by default and can't be configured.
  • Position Details - Associated Profiles, Comments and Attachments, Position Details, and Requisition Details
  • Job Details - Associated Profiles, Comments and Attachments, and Job Details
  • Location Details - Comments and Attachments, Location Details, and Main Address

Role Information

You must be granted the Human Capital Management Application Administrator role to work in a sandbox.

Improved Ship-To Location List of Values

The Ship-to Location field in the location responsive pages now shows only those locations that are marked as ship-to site locations.

This feature reduces error while selecting a ship-to location.

Steps to Enable

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

Generate DBIs for Grade Legislative EFF

You can now generate database items (DBIs) for grade legislative extensible flexfields (EFF). Once you've created and deployed your context for grade legislative EFF, you can generate the DBIs using the Submit a Payroll Flow task.

Select the Generate Flexfield Database Items flow. Use Grade Legislative Information, and your context as the flow parameters.

Generate Flexfield Database Items

With this enhancement you can use grade legislative EFFs in fast formulas.

Steps to Enable

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

Tips And Considerations

• The grade legislative EFF DBIs are only available to fast formula types which support grade as a context, such as Compensation Person Selection formula type.

Key Resources

• For information on generating DBIs see the Administering Fast Formulas guide, topic Overview of Generating Flexfield Database Items

• For information on flexfields see these references:
  • Configuring and Extending Applications guide, topic Flexfields
  • Implementing Global Human Resources guide, topic HCM Flexfields Setup

• For information on grade legislative EFF see the What's New topic Extensible Flexfields for Grades in Release 18C.

• For information on fast formulas see the Administering Fast Formulas guide.

Human Capital Management for Bahrain

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

Additional Information at a Person Level

With this enhancement, the Transaction Design Studio person rules are automatically available for correspondence language, frequency, probation end date, probation period, working Hours, person contact attributes, person visa attributes, date of birth, and tax reporting unit.

The following table describes the fields which are made visible and optional for their corresponding action types.

Fields	Action Type
Visible Correspondence Language Frequency Probation End Date Probation Period Working Hours	Add a Nonworker Add Contingent Worker Add Pending Worker Create Work Relationship Edit Pending Worker Hire an Employee
Visible Person Contact Relationship Legislative Attributes (in My Contacts region and Relationship region in Family and Emergency Contacts)	Add a Nonworker Add Contingent Worker Add Pending Worker Create Work Relationship Edit Pending Worker Hire an Employee Family and Emergency Contacts
Visible Person Visa Legislative Attributes	Add a Nonworker Add Contingent Worker Add Pending Worker Create Work Relationship Edit Pending Worker Hire an Employee Family and Emergency Contacts Identification Info
Visible Tax Reporting Unit	Local and Global Transfer Mass Legal Employer Change
Optional Date of Birth	Add a Nonworker Add a Contingent Worker

Use the additional information provided to complete the hire or manage person functionality to meet legislative requirements

Steps to Enable

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

Human Capital Management for Germany

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

Enhanced Disability Report

You can now process the German Disability Report to

• create the disability result files for third-party software IW-Elan with the new file extension *.txt
• produce a new result file b with information about the creator and owner of these files

To enter the required information for file b, select Manage Legal Entity HCM Information. On the Legal Employer tab, select Germany Legal Employer Details. You will see the new fields for the creator and owner in the Disability Data section.

Report the disability data based on the current legal basis.

Steps to Enable

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

Human Capital Management for Russia

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

Additional Field Added to the Russian HCM Address Format

A new optional attribute 'Element of the Planning Structure' has been added to the Russian Supplemental Taxation and Reporting Address Style. In addition, the display order of the address attributes is slightly amended, with ‘House Number’ preceding the ‘Section’ field.

Introducing the new attribute adds flexibility in capturing address details in compliance with Russian address standards.

Steps to Enable

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

Tips And Considerations

Note that the added 'Element of the Planning Structure' attribute is mapped to Additional address attribute 1. Therefore, the change will not be applied if the Russian Supplemental Taxation and Reporting Address Style has already been extended with an additional attribute mapped to Additional address attribute 1. If that is the case, you can either continue to use the current definition, or migrate the additional attribute that you have mapped to Additional address attribute 1 to a different attribute before the upgrade so that the newly added attribute 'Element of the Planning Structure' can be enabled by the upgrade patching. In addition, if you are using payroll interfaces, you may want to consider the potential impact on the interfaces before deciding on the approach.

Key Resources

For more information go to My Oracle Support for the following document:

• Oracle Fusion HCM: HCM Address Validation (Document ID 2140848.1).

Human Capital Management for Switzerland

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

Simplified Creation of the Statutory Deduction Calculation Card

With this feature, you can create the Swiss Statutory Deduction calculation card during the employee's hire process without association. You don't have to set up the Reporting Establishments as sub-task of setting up Legal Reporting Units.

This feature provides a better user experience while hiring employees.

Steps to Enable

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

Tips And Considerations

You don't need anything to enable this feature.

Human Capital Management for United Kingdom

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

Transaction Design Studio Improvements for Personal Info Responsive Pages: Legislative Information

Use the Transaction Design Studio (TDS) to configure transactions and pages for responsive applications. TDS is available within the HCM Experience Design Studio. When you create or edit rules for the Legislative Information action, you can now define which attributes can be accessed by users.

You can enhance the user experience by adding flexibility to configure the rules at segment level for Legislative Information in the Transaction Design Studio.

Steps to Enable

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

Workforce Directory Management

Oracle Workforce Directory Management allows you to find colleagues and view organization charts.

Enhanced My Team

My Team page is enhanced with these features.

1. Back Button

The Back button is added to the page, which takes the user back to the home page. You can now easily navigate from the various tabs on the My Team page.

2. Additional Sort Options

Additional sort options for sorting positions are added. These sort options allow you to sort positions based on Openings or FTE count.

• Vacant position FTE ascending
• Vacant position FTE descending
• Vacant position openings ascending
• Vacant position openings descending

 

For each position, the number of openings and the vacant Full Time Equivalent (FTE) are displayed. The sort values are retained even when you navigate from the position hierarchy. You can enable or disable the sort options using the ORA_HRL_MYTEAM_POS_SORT lookup type in the Manage Common Lookups task.

Easy navigation from and to My Team page using the Back button and new options to sort position data.

Steps to Enable

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

Tips And Considerations

• The Back button is added to the desktop version only.
• These features are available, by default, even on upgrade.

Enhanced Directory Organization Chart

User person type is added as a hidden attribute to the directory organization chart. You can make it visible using the Page Composer.

This feature allows you to add user person types in the organization chart cards.

Steps to Enable

Job name can be replaced with the user person type attribute using the Page Composer. Repeat the following steps for the Manager node as well as the Directs node.

1. Create and activate a sandbox.
2. Add the Page Composer tool to the sandbox.
3. Click Me > Directory app.
4. Click My Organization Chart.
5. Select the Page Composer tool and click the Structure tab.
6. Select the job name in the manager card to modify the manager card, or select the job name in any of the direct's card to modify all the direct reports' cards.
7. Click Edit in the Confirmation window. 
8. Right-click the selected outputText{jobname} and click Edit.
9. In the Component Properties window, right-click the Value drop-down menu and select Expression Builder.
10. When modifying the manager card, select the UserPersonType as value for the bindingparams in the Expression Builder. In case of direct reports' card, replace #{row.JobName} with #{row.UserPersonType} .

11. Click OK.
12. Follow steps 9-11 for the Short Desc field.
13. Click OK. Job name is replaced with the user person type in the employee card.

Tips And Considerations

You can display only 8 attributes at a time in an employee card in the organization chart.

Key Resources

For information you can refer to the following topics in the Configuring and Extending Applications guide located in the Oracle Help Center:

• Create and Activate Sandboxes, Sandboxes
• Overview of Using Page Composer, Page Content and Layout

Global Payroll Interface

Oracle Global Payroll Interface sends personal payroll information to third-party payroll providers and imports payslips and processed payroll data into Oracle HCM Cloud. You can configure payroll interfaces using the ‘Global Payroll Interface’ template to extend and augment your data feed to third-party payroll systems. If you import processed payroll data or payslips from your third-party payroll provider, the data is available for further reporting and analysis.

Perform a Baseline Extraction of ADP Global Payroll Interface

You can now avoid full extract file generation from ADP Global Payroll Interface V1 and V2. For this, you must perform a baseline extraction after moving to this release.

The changes made to the Salary Details DBI groups enable corrections and updates to the salary and component details to be retrieved correctly.

NOTE: You should perform a baseline extraction after applying this patch to avoid a full file extraction.

You can perform regular data changes and extractions after the baseline extraction.

Avoid full extract file generation from ADP Global Payroll Interface V1 and V2.

Steps to Enable

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

Key Resources

• For more information see Chapter 3, Generate Baseline Extract in the Implementing Global Payroll Interface guide located in the Oracle Help Center.

Transactional Business Intelligence for Human Resources

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.

Additional Attributes in Assignment Event Real Time Subject Area

These new attributes were added to the Assignment Event Details folder:

• Assignment Status Code
• HR Status
• Pay Status

Enhance your reporting on Assignment Event Details with the addition of new attributes related to Assignment Status.

Steps to Enable

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

Enhanced Common Dimensions

The following new attributes are added and are applicable across all HCM OTBI subject areas with the respective dimensions:

Dimension	Sub Folder	New Attributes	Comments
Location	Location Phones	Main Phone      Main Phone Country Code         Main Phone Area Code      Main Local Phone      Main Phone Extension      Other Phone    Other Phone Country Code         Other Phone Area Code     Other Local Phone      Other Phone Extension      Main Fax      Fax Country Code      Fax Area Code       Local Fax      Fax Extension	New sub-folder
Location	Location Identifiers	Location Identifier
Job	Job Identifiers	Job Identifier Job Family Identifier Job Family Active Status Grade Ladder Identifier Requisition Template Identifier Progression Job Identifier Benchmark Job Identifier	New sub-folder
Position		Collective Agreement Code Collective Agreement Name Union Name
Position	Position Identifiers	Collective Agreement Identifier Union Identifier
Person Address		Address Identifier

Improve your reporting on common dimensions with the inclusion of additional attributes in the Location, Job, Position, and Person Address.

Steps to Enable

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

New Subject Area - General Survey Reporting

A new subject area was created to report on general survey related questionnaire responses named HCM General Survey Questionnaire Real Time. You can report on the general survey using the questionnaire, the participants of the survey, and their responses using this subject area.

Augment your OTBI reporting with a new subject area to report on general survey related questionnaire responses.

Steps to Enable

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

Role Information

Subject Area	Duty Role	Job Role
HCM General Survey Questionnaire Real Time	Questionnaires General Survey Responses Transaction Analysis Duty	Human Resource Analyst

New Attributes in HCM Integrations Real Time Subject Area

The HCM Integrations Real Time subject area has added the following attributes related to Data Loader:

Folder	Sub Folder	Attribute(s)
HCM Data Loader	Data Sets	Integration Type
	Imported Objects	Top Level Object Identifier

Enhance your reporting on the HCM Integrations Real Time subject area with the addition of new attributes related to Data Loader.

Steps to Enable

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

Renamed Attributes in Assignment Subject Areas

Take note that the attribute Proposed Worker Type is renamed to Proposed Person Type in the assignment subject areas.

The changes are done in the following folders

Subject Area	Folder
Workforce Management - Worker Assignment Real Time	Worker Assignment Details
Workforce Management - Worker Assignment Event Real Time	Assignment Event Details

The only change is the change in the name.

Steps to Enable

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

IMPORTANT Actions and Considerations for Human Resources

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	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

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KNOWN ISSUES / MAINTENANCE PACK SPREADSHEETS

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)

Controlled Availability for Human Resources

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	Autoprovision Areas of Responsibility (AORs)	Automatically assign or remove worker responsibilities  based on user-defined AOR Template Criteria. Enhancements have been made to improve user experience and simply the autoprovisioning process in a production environment.	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