What's New

June Maintenance Pack for 24B

Revision History

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

Overview

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

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.

Configure to Not Default Personal Filter on Journeys Explore Tab

We have enhanced the search user experience on the Journeys Explore tab by giving you the ability to configure the search filters to not default the Personal filter.

Personal Filter Applied by Default on Explore Tab

Default Filter Removed After You Configure Search Filter

You can personalize journeys search by removing the default filter.

Steps to Enable

1. Open the Explore tab on the Journeys app.

2. From the Settings and Actions menu, click Edit Page in Visual Builder Studio.

You need to have appropriate access to the Visual Builder (VB) Studio configuration to see the Edit Page in Visual Builder Studio option.

3. Click the project you want, and then click Select.

If you're accessing VB Studio for the first time, you need to create a project.

4. Select the Express mode in VB Studio.

5. Select the property value in the Page Properties section:

   1. applyPersonalFilter: This variable controls the defaulting of the personal filter chip. The default variable value is true which means the personal filter chip will be applied by default. If you select the variable value as false, then by default personal filter chip will not be applied.

Key Resources

For more information about journeys, refer to the Implementing and Using Journeys guide on Oracle Help Center.

Update 24B

Revision History

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

Overview

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

• Release Updates (24A, 24B, 24C, and 24D)
• 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 ensuring compliance and increasing total workforce engagement.

No Defaulting of Parent Position for Professional Users

In the Request a New Position process and the Create Position page, the parent position is defaulted to the parent position of the currently logged in user. This helps managers as they often create a position in their team. For the professional user, it's less likely that the new position is within their own team. So we have removed the defaulting of the parent position from Position Details for the Create Position page and the Request a New Position process if it’s opened from the My Client Groups tab.

Request a New Position process

A line manager requests a new position from the My Team tab: My Team > Workforce Structures > Request a New Position 

In the Position details step of the process, the parent position is defaulted from the logged-in user.

Parent Position Defaulted When Line Manager Requests a New Position

A professional user requests a new position from the My Client Groups tab: My Client Groups > Workforce Structures > Request a New Position 

Here, in the Position details step, the Parent Position is blank, and it’s not defaulted from the logged-in user. You need to select the parent position from the drop-down list. 

Parent Position Is Blank When Professional User Requests a New Position

Other Fields Defaulted After Parent Position Selected 

In both cases, based on the parent position, the BU and department are defaulted. Based on the department, the location is defaulted. Enter all the other required details and click Submit. You can view this new position in the Positions UI.

Create Position page

Similarly, when a professional user creates a new position from the Positions quick action, the parent position isn’t defaulted: My Client Groups > Workforce Structures > Positions

In the New Position page, the parent position is blank, and it’s not defaulted to the parent position of the currently logged in user. You need to select the parent position from the drop-down list. Based on the parent position, the BU and department are defaulted. Based on the department, the location is defaulted. Enter all the other required details and click Submit. You can view this position in the Positions UI.

For professional users, selecting a parent position from the drop-down list is more useful than defaulting it to the parent position of the logged in user. That's because they would rarely request or create a new position within their own team.

Steps to Enable

To work with the Create Position page and the Request a New Position process in Redwood, you must first enable the following profile options. They’re all disabled by default.

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

1. Search for and click the Manage Administrator Profile Values task.
2. Search for and select each of the profile options listed in the table one by one.
3. Select the Level as Site.
4. In the Profile Value field, enter Yes or Y, whichever is applicable as described in the table.
5. Click Save and Close.

NOTE: In addition, you also need to enable Oracle Search to use the position search page. Refer to the What’s New for Positions List of Values Enhanced by Oracle Search in Update 23B under HCM Common Features. When Oracle Search is enabled, the Positions List of Values (LoV) search is also automatically enabled.

Key Resources

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

• Considerations for Using Jobs and Positions topic in the Jobs and Positions chapter of the Implementing Global Human Resources guide.
• Job and Position Structures topic in the Jobs and Positions chapter of the Implementing Global Human Resources guide.

For a listing of all profile options for the recreated pages across applications, see the following document in My Oracle Support:

• HCM Redwood Pages with Profile Options – MOS Document - 2922407.1

For more information on extending Redwood pages in HCM, see the following guide on the Oracle Help Center:

• Extending HCM Redwood Applications Using Visual Builder Studio 

Autoprovision Areas of Responsibilities

You can now automatically mass assign or inactivate and end-date representatives' areas of responsibilities (AOR) based on user-defined template criteria.

The Responsibility Template’s Criteria section determines the AOR scope for each individual. You must identify your organizational needs and then specify the appropriate criteria to match against your workforce assignments. When the template criteria are matched against a representative’s assignment, a responsibility is created or updated.

In case an assignment no longer matches the template criteria, the assigned responsibility is end-dated, and the Status is set to Inactive. For example, in case of a local or global transfer. 

The responsibility autoprovisioning process flow varies when Bypass Preview is enabled and when it’s disabled.

Responsibility autoprovisioning process flow when Bypass Preview is Disabled.

To ensure the correct people are returned to a responsibility template, you must thoroughly test its criteria against your business requirements.

You must run autoprovisioning for each template during your testing phase and then preview the results before applying and committing the responsibilities against a representative's assignment.

Optionally, you can also restore to the template backup. This is helpful in case you clicked the Apply button and inadvertently applied AORs against too many representatives or the wrong group of representatives.

Responsibility Autoprovisioning process flow when Bypass Preview is disabled

Note: The Bypass Preview option is disabled by default. Enable this option only if you are certain you are getting the desired results.

Responsibility autoprovisioning process flow when Bypass Preview is enabled.

If you enable the Bypass Preview option, you bypass the preview step and apply the Autoprovision Responsibility changes directly. When you autoprovision responsibilities, you no longer need to verify the results since the AORs are created, updated, or inactivated and end-dated.

As we look at each step in detail, let's point out the main focus areas related to responsibility autoprovisioning.

Responsibility autoprovisioning process flow when Bypass Preview is enabled

Process flow to Autoprovision Responsibility

Step 1: Define Responsibility Template criteria.

Navigate to the new Area of Responsibility Templates page from Quick Actions pane under My Client Groups section, Workforce Structures subsection.

On the Responsibility Templates homepage, when you add a new template, you will now see a new section to Assign by Criteria.

This section appears when you enable the Autoprovisioning Areas of Responsibility Enabled profile option.

Note: When autoprovisioning is enabled and you copy a responsibility template, the criteria are also copied. You can also modify the criteria if the section is enabled on the questionnaire page.

New responsibility template highlighting Assign by Criteria section

The Assign by Criteria section enables you to add criteria and values that identify the representatives who must receive the responsibility with the Basic Info and Scope you defined in the prior sections of this page.

The values related to your selected criteria will appear based on the Responsibility Template's From Date field. The LOVs reflect the current values that are equal to or greater than the From Date. You can enable or disable the Bypass Preview option directly at the template-level. After thorough testing, it is no longer necessary to preview each template and apply the results every time autoprovisioning is run.

Note: It’s recommended to enable the Bypass Preview option on your Responsibility Templates after thorough testing!

List of single or multi-select Criteria used with responsibility autoprovisioning

This process uses the AND operand if you specify multiple criteria and the OR operand when using multiple values of the same criteria.

For example, using the criteria defined in the above screenshot, the process will search for assignments where these conditions are satisfied.

• Legal Employer = ARS US Legal Entity AND
• Job = HRM-Human Resources Manager OR HRM-Human Resources Specialist 1

Step 2: Schedule Autoprovisioning.

You can Autoprovision Responsibilities using either of these 2 options:

• Responsibility template row-level actions
• Autoprovision Responsibilities scheduled process from the Scheduled Processes work area.

Schedule Autoprovisioning from Actions menu

This action is useful while you are testing the expected results of your responsibility template.

This action helps ascertain that the Autoprovision Responsibilities process will only process this specific template. You will receive a confirmation message that the job has been submitted with the job ID returned.

You can check the progress from the Scheduled Processes work area or refresh your page. The process is complete when the Apply Autoprovisioning option is active.

Autoprovision Responsibilities in bulk

When you run the Autoprovision Responsibilities process from the Scheduled Processes work area, you may have to provide additional parameters. Like any other process, you can also schedule the job daily, or more frequently, depending on the number of global time zones your organization operates in.

Here are the parameters for the Autoprovision Responsibilities process with expected behavior:

• No parameters selected
  • All templates will be processed. It’s recommended that you still preview and apply the changes. 
  • If the Bypass Preview option is enabled, you don’t need to verify the expected results.
• Purge Inactive and Past End-dated Responsibilities
  • If this parameter is selected, all other parameters are ignored and the process purges all the AOR records that are inactive and past end-date. 
  • Only applies to AORs that are created through autoprovisioning. 
• UCM Content ID
  • The Process ID is generated when data loads via the HCM Data Loader (HDL). If you enter a value for this parameter, the process considers the assignments loaded or updated in the load that matches the template criteria. Then it marks them for creating or updating AOR records. In this case, even if you enter a value for the Responsibility Template parameter, it’s ignored.
• Responsibility Template
  • AOR template is considered for autoprovisioning responsibilities. If you don’t select a template, all templates are considered for autoprovisioning.
  • If you provide a value only for this parameter, the process will identify all assignments that match the template criteria for creating or updating AOR records. In this case, even if you enter a value for the Legal Employer parameter, it’s ignored.
• Legal Employer
  • The Legal Employer parameter (if provided) is valid only when other parameters are not provided. This process calculates the assignments matching the template criteria of all the templates and autoprovisions the responsibilities for those assignments.

Schedule Process Details

Step 3: Apply Autoprovisioning.

Next, you can preview the results of autoprovisioning your selected template.

For the corresponding responsibility template, click the Hamburger icon, and click Apply Autoprovisioning.

This action appears once the autoprovisioning is completed and you refresh the homepage.

Apply Autoprovisioning from Actions menu

The Apply Autoprovisioning action enables you to see the results in the context of that individual responsibility template.

If you’re satisfied with the results, click Apply to create or update the responsibilities for the intended representatives.

Preview results of the selected template on the Autoprovisioning Responsibilities page

Note: The Inactivated count is calculated based on worker assignments that no longer match the criteria for the template such as promotion, local or global transfer or, termination. When inactivating these responsibilities, 2 things happen:

1. The status becomes "Inactive" and
2. The end date is updated to the Autoprovision Responsibilities process system date. 

Preview and Apply Autoprovision Responsibilities in Bulk

Once you have defined several templates and you've run Autoprovisioning Responsibilities against all your templates, navigate to Autoprovision Responsibilities quick action under My Client Groups section, Workforce Structures subsection to view all template results.

The Autoprovision Responsibilities page displays the results of all templates where the autoprovisioning responsibilities process is initiated and is in the process of being reviewed and applied.

If you want to view a particular template, change the Template LOV at the top of the page and the responsibilities list will be updated to reflect only those people who are identified as representatives.

Preview all template results in the Autoprovisioning Responsibilities page

Step 4: Restore Autoprovisioning.

You can restore the responsibilities to their last state after applying Autoprovision Responsibilities, in case you want to revert the data changes.

You can either restore responsibilities for a single template or all templates from Autoprovisioned Responsibilities in the Quick Action pane, My Client Groups section, Workforce Structures subsection.

Restore Autoprovisioning from Actions menu

Restore Autoprovision Responsibilities in Bulk

If you’ve applied AORs to a large number of people, you can either change the criteria to be more granular or restore to the last committed version of the responsibility templates.

Navigate to Restore Autoprovision Responsibilities quick action located under My Client Groups section, Workforce Structures subsection to view all templates with a backup. You’ll see the results of all templates on this page however, there will be one backup per template.

If you want to view a particular template, change the Template LOV at the top of the page and the responsibilities list will be updated to reflect only those people to be restored.

Restore Autoprovisioning Responsibilities in bulk

Step 5: Bypassing the preview and apply step.

You can skip the preview and apply step of the Autoprovisioning Responsibilities process after you’ve tested the results and behavior of your responsibility template.

Once you’ve enabled the Bypass preview option on the responsibility template, new responsibilities and updates to existing responsibilities are reflected directly against the people matching the criteria.

You’ll no longer see a list of the impacted people when applying autoprovisioning. The same applies if a representative no longer matches the criteria. This means the respective AOR will be end-dated and inactivated automatically, and you’ll not see the person listed on Autoprovision Responsibilities.

You can view and confirm changes directly in the representative’s area of responsibility.

Dynamic Representative Scope

Dynamic representative scope enables you to reduce the number of overall responsibility templates. This is useful, especially for organizations with a large number of locations, business units, or departments.

Dynamic Representative Scope settings allow you to automatically assign Location, Business Unit, and Department Scope attributes based on a worker's own assignment location, business unit, or department.  This resolves these scenarios where they need access only to the data where they work:

• The line manager or store administrator is responsible for their department.
• The retail or hotel manager is responsible for their location.
• The University department head is responsible for their business unit. 

You will see these seeded Responsibility Scope values available:

• Representative's Location
• Representative's Department
• Representative's Business Unit

Responsibility template with Dynamic Representative Scope of Location

Responsibility template with Dynamic Representative Scope of Business Unit

Dynamic Representative Scope Validation of Directly Assigned Representatives

When using Assign by Criteria for Autoprovisioning, you can add one or more people to the directly assigned section in case you want someone to be assigned the Scope, regardless of the criteria.

When using the dynamic representative scope options (i.e., Representative's Location, Representative's Department, and Representative's Business Unit), you must validate that the directly assigned worker's assignment contains the necessary data value.

When adding one or more people to the Directly Assigned section, you’ll get a message to validate all directly assigned people.

Click Validate to verify the contents of the worker's assignment and make sure that the expected dynamic scope attribute is present. Then click Submit.

Dynamic Responsibility Scope using Representative’s Location

A badge appears indicating whether the person's corresponding data is valid or invalid under the Validation Status column. If the assignment data is not available, you’ll receive an error message that we couldn’t save the template due to missing data on the assignment.

In this case, you can either change the Dynamic Scope Value to an actual value so it's no longer dynamic or remove the invalid, directly assigned person.

You cannot make worker assignment changes within responsibility templates. You’ll have to remove the invalid person from the directly assigned list and determine what the missing data. Once you add all missing data, navigate to the responsibility template and add the person in the directly assigned section again. Click Validate. Once the template is valid for all workers click Submit.

Note: If you are using the value of the representative's location, their location is missing from their assignment. Similarly, If you’re using the value of the representatives' department, their department is missing from their assignment. Also, if you’re using the value of representatives business unit, their business unit is missing from their assignment however, this scenario is highly unlikely as business unit is required when creating an assignment.

Validation Status badges

Here are the business benefits of this feature:

• Reduces the time spent maintaining responsibilities for your users.

• Minimize delays in assigning responsibilities to your workforce. 

• Dynamic Representative Scope enables you to create fewer templates. 

Steps to Enable

In order to work with the autoprovisioning, you must enable the ORA_PER_AOR_AUTO_PROVISION_ENABLED profile option.

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

1. Search for and click the Manage Administrator Profile Values task.
2. Search for and select the profile option:
3. Select the Level as Site.
4. Enter Yes in the Profile Value field.
5. Click Save and Close.

Tips And Considerations

• Keep it simple when defining a responsibility template.
• Responsibility templates must be based on rigid criteria.
• Use responsibility autoprovisioning if you have a large number of directly assigned people on a template.  
• If the Bypass Preview option isn’t enabled, make sure to click the Apply button on the Autoprovision Responsibilities page to create, update, or inactivate and end-date AORs.
• The purge option doesn’t remove existing manually created responsibilities.
• Role provisioning must be taken into consideration ahead of Responsibility provisioning, only if your criteria is by role depending on your Implementation.
• If your organization uses Position Management, run Responsibility provisioning after the Synchronize Person Assignments from Position process completes successfully.
• If your organization is using hierarchies, make sure to activate and flatten the corresponding tree structure after any hierarchy updates.
• You can restore responsibilities to the previous state from the last commit, except for the very first time you create a new template.
• If an autoprovisioned responsibility is reassigned to another user, it becomes a directly assigned responsibility
• For a criterion with multi-select capability, the maximum number of values allowed must be under 200.
• Test and verify template results, especially those with large numbers of criteria values. 
• You can’t edit the Responsibility Template when the Autoprovision Responsibilities process is running. A message is displayed on the screen that mentions, Autoprovisioning is in process, try again later.

Key Resources

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

• Areas of Responsibility, Using Global Human Resources guide.
• What's New for Redwood Experience for Responsibility Templates – Update 24B

Access Requirements

You must be granted the HCM Application Administrator (PER_MANAGE_RESPONSIBILITY_TEMPLATE) function privilege to work on Autoprovisioning AORs.

Lookup for Citizenship Status Field Changed from Extensible to User

The configuration level of the existing lookup type PER_CITIZENSHIP_STATUS is changed from Extensible to User. You can now modify or delete Oracle-delivered lookup codes, or create your own lookup codes.

NOTE: Once you modify an Oracle-delivered lookup code, you have taken ownership of that lookup code. No further changes will be delivered to that lookup code by Oracle.

Here's the reason why this change was introduced. The Lookup Configuration Level for the PER_CITIZENSHIP_STATUS lookup type was Extensible. Oracle delivered the following lookup codes with the +MY tag: Citizen, Foreign worker, and Permanent resident. But the Active and Expired global lookup codes don't have a tag of -MY. This caused confusion, because the Active and Expired lookup codes were also displayed along with the codes for Malaysia.

Because the lookup type was defined as Extensible, it wasn't possible to change the tags associated with the lookup codes. By making the lookup type as User, it's possible to add the -MY tag to the Active and Expired lookup codes. This eliminates the confusion, so that only the Citizen, Foreign worker, and Permanent resident lookup codes are displayed for the Malaysian citizenship.

Alternatively, if you don't want the Citizen, Foreign worker, and Permanent resident lookup codes to be displayed at all, you can deselect the Enabled check box for these codes.

By changing the lookup type from Extensible to User, you have full control over the lookup codes in the PER_CITIZENSHIP_STATUS lookup type. 

Steps to Enable

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

Tips And Considerations

• If a lookup code that has been used is deleted, the application continues to operate as normal. But for users that have used the deleted lookup code, the Citizenship Status field will be displayed as a blank. If the user edits the Citizenship Status field, the deleted lookup code won't be displayed in the list of values, but the user will be able to select a valid lookup code.
• If a deleted lookup code is passed as part of an HCM Data Loader file, an error will be displayed indicating that the lookup code isn't valid, and the record won't be loaded until a valid lookup code is used.
• If a lookup code is deleted, Oracle will deliver the same lookup code in the next update. So, it's recommended to deselect the Enabled flag rather than deleting the lookup code. 

Work Pattern Enhancements

You can now define general work pattern types to use to create work patterns for workers in any country. You can still define work pattern for a specific country, but it isn't mandatory

Work Pattern Type Defined Without Country

While defining work patterns for your workers, if the work pattern cycle matches their FTE frequency, such as 1 cycle for Weekly frequency or 2 cycles for biweekly frequency, you see a warning if the total work duration doesn't match the FTE hours.

Work Pattern With Warning That Total Work Duration Needs to Match the FTE Hours

You can't create the work pattern until the total work duration and FTE hours match.

Work Pattern With Error on Create Because Total Work Duration Doesn't Match the FTE Hours

When the FTE frequency doesn't match the work pattern cycle, you see a warning that the work pattern needs to match the person's FTE requirement.

Work Pattern With Warning Make Sure Work Duration Matches the FTE Hours

This feature helps you define accurate work patterns for your workers.

Steps to Enable

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

Key Resources

For more information about work pattern types, see Work Pattern Types in Workforce Scheduling in the Implementing Global Human Resources guide.

Improved My Tasks Tab When Using Oracle Search in Journeys

You can leverage the improved My Tasks tab to quickly search and filter assigned journey tasks when using Oracle Search in Journeys. The tab displays all tasks that the logged in user has to perform for journeys assigned to self or assigned to others. The tab uses Oracle Search and a customizable interface for an enhanced search experience. You can do these actions from the tab:

• Use Oracle Search to quickly and easily search for assigned journey tasks.

• Use keyword search to find assigned tasks by journey name, person name, or person number.

• Filter the results using the assigned task-related filters, for example, Status and Category. The filters also display the aggregate count of results having the same value.

• Click an assigned journey task from the search results to expand and view the task details.

Search for an Assigned Journey Task by Using Person Number

After you type your search criteria in the keyword search field, click the search icon to see results. From the search results, you can click an assigned journey task name to view the task details.

Search for an Assigned Journey Task by Using Task Name

View Assigned Journey Task Details

Filter the Search Results by Selecting the Value from the LoV

Sort the Tasks

Save Search Criteria for Frequently Used Search Criteria

This feature enhances users' ability to search and filter assigned journey tasks to work with. It uses the latest state of the art Oracle Search server and a modern customizable user interface.

Steps to Enable

The enhanced My Tasks tab is auto enabled when you enable Oracle Search for Journeys. For more information about enabling Oracle Search for Journeys, refer to the Oracle Search-Based Journeys feature in the 24B Global Human Resources What's New.

Key Resources

• For more information about journeys, refer to the Implementing and Using Journeys guide on Oracle Help Center.

• Oracle Search-Based Global Search feature in the 22B HCM Common What's New.

• Set Up Oracle Search for HCM > Chapter Oracle Search Cloud Service Setup in the Using Common Features for HCM guide.

Oracle Search-Based Journeys

Oracle Search is a powerful search engine in HCM Cloud that can search fast across large volumes of data and return highly relevant results. The Oracle Search-based Journey search provides a faster search experience and introduces these new search capabilities:

• Improved relevancy of results.

• Ability to search based on additional fields, such as Person Number, Person Name, or Journey Name.

This feature uses Oracle Search which enhances your search experience by delivering fast and better quality results.

Steps to Enable

Here are the steps to enable Oracle Search for Journeys:

1. Set Profile Options

2. Run Process to Create Index Definition and Perform Initial Ingest

3. Review Logging Profile Options

4. Run Process to Create Access Control List (ACL) Index

5. Run the Compute Users ACL Process

6. Set Journeys Search Profile Options

Step1: Set Profile Options

In the Setup and Maintenance work area, use the Manage Administrator Profile Values task to review and correctly configure the profile options shown in this table.

Optional Profile Setup

If advised by Oracle, set the profile options shown in this table.

Step 2: Run Process to Create Index Definition and Perform Initial Ingest

You need to run this job (process) twice, once each for the parameters specified in the parameter table.

This process is secured with the 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.

Use Tools > Scheduled Processes to run the process specified in this table:

Note: OSCS stands for Oracle Search Cloud Service

ESS Job to Create Index Definition and Perform Initial Ingest to OSCS Process

ESS Job to Create Index Definition and Perform Initial Ingest to OSCS Parameter Page

Step 3: Review Logging Profile Options

ACL processes need to run with certain minimal logging capabilities turned on. In the Setup and Maintenance work area, use the Manage Administrator Profile Values task to review and correctly configure the profile options shown in this table.

Step 4: Run Process to Create ACL Index

You need to run this job (process), only if the ACL index doesn’t exist yet.

This process is secured with the 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.

Use Tools > Scheduled Processes to run the process specified in this table.

Step 5: Run the Compute Users ACL Process

The Compute Users ACL process is secured with the 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.

Use Tools > Scheduled Processes to run the process specified in this table, one time only.

Compute Users ACL Process

Compute Users ACL Parameter Page

Then, schedule the following processes as described in these tables.

Note: You need to schedule the processes only if they aren’t scheduled yet.

Step 6: Set Journeys Search Profile Options

In the Setup and Maintenance work area, use the Manage Administrator Profile Values task to review and correctly configure the profile options shown in this table.

Tips And Considerations

• If there is a discrepancy between objects stored in the database versus in the index, there is no simple way to correct the differences. This behavior can happen immediately after running the initial ingestion process, so rerunning the initial ingestion process doesn't always solve the issue and may not be always possible. The only way for users at the moment is to use the individual document ingestion API.

• Even a single excessively large document can make the entire full ingestion process to fail.

• Users have to manually run the full ingestion process after upgrades and separately for every index they use. When a user upgrades their environment, including the production environment, the new code may require related index changes. Such an upgrade will only be fully functional for users when the full ingestion process completes successfully. It means that Oracle Search-based features may not work until that time.

• Users have to manually run the full ingestion process after production to test (P2T).

• When setting up an Oracle Search-based feature for the first time in a pod, including the production pod, the user has to first turn on the feature before creating the required indexes by running the full ingestion process. It means that the feature is unavailable for a certain time (even hours).

Key Resources

• For more information about journeys, refer to the Implementing and Using Journeys guide on Oracle Help Center.

• Oracle Search-Based Global Search feature in the 22B HCM Common What's New.

• Set Up Oracle Search for HCM > Chapter Oracle Search Cloud Service Setup in the Using Common Features for HCM guide.

Access Requirements

• You need the FND_MANAGE_SCHEDULED_JOB_DEFINITION_PRIV function privilege to run the ESS job to create index definition and perform initial ingest to OSCS and Compute Users ACL ESS processes. The privilege is available in the ORA_FND_APPLICATION_ADMINISTRATOR_JOB and ORA_FND_APPLICATION_DEVELOPER_JOB job roles.

• Ensure that all users who have access to Journeys have the following privilege: HRC_ACCESS_HCM_COMMON_COMPONENTS_PRIV

Team Journeys Tab for Line Managers

As a line manager, you can use the Team Journeys tab to quickly search and filter assigned journeys. You can view the search results for your direct reports or all reports and find the relevant assigned journey to work on. The tab uses Oracle Search and a customizable interface for an enhanced search experience. You can do these actions from the Team Journeys tab:

• Use Oracle Search to quickly and easily search for assigned journeys.

• Use keyword search to find assigned journeys by person name, person number, or journey name.

• Filter the results using the assigned journey-related filters, for example, Reports, Status, and Category. The filters also display the aggregate count of results having the same value.

• View the search results in card view that’s easy to view. The journey card displayed in the search results shows the person name along with the person number. For example, Ravi Chouhan - 8153757 

• Select an assigned journey from the search results to display its journey details page.

After you type your search criteria in the keyword search field, click the search icon to see results. From the search results, you can click an assigned journey name to open the journey details page.

Search for an Assigned Journey by Using a Keyword

When you click a filter, the values are displayed in the list of values (LoV). If you don’t see the value that you need, you can search the value in the LoV to find it. After you select the value in the filter, click the search icon to view the filtered data. You can also clear the search results that you filtered.

Filter the Search Results by Selecting the Value from the LoV

Search Results filtered Based on the Filter Value Selected

You can sort the searched or filtered team journeys to quickly find your desired journey. You can sort by using these values: Relevance, Assigned Date, Employee Name, or Journey Name.

Sort the Team Journeys

You can use the Saved Searches feature to save your frequently used search criteria.

Save Frequently Used Search Criteria

This feature enhances the line managers’ ability to search and filter assigned journeys for their direct reports or all reports. It uses the latest state of the art Oracle Search server and a modern customizable user interface.

Steps to Enable

The Team Journeys tab is auto enabled when you enable Oracle Search for Journeys. For more information about enabling Oracle Search for Journeys, refer to the Oracle Search-Based Journeys feature in the 24B Global Human Resources What's New.

Tips And Considerations

• The Team Journeys tab is secured using the PER_MANAGE_JOURNEY_BY_MANAGER_PRIV privilege. This privilege is rolled up to the seeded Line Manager role through the ORA_PER_MANAGE_JOURNEY_BY_MANAGER duty role.

• Users having the line manager privilege will only see the Team Journeys tab and those having HR privilege will only see the Organization Journeys tab. Users having line manager and HR specialist privileges will see both the tabs.

• If the user only has the ORA_PER_MANAGE_JOURNEY_BY_MANAGER duty role, they will be directed to the Team Journeys tab when navigating from My Team > Journeys.

• If the user only has the ORA_PER_MANAGE_JOURNEY_BY_HR duty role, they will be directed to the Organization Journeys tab when navigating from My Client Groups > Journeys.

• If the user has both the ORA_PER_MANAGE_JOURNEY_BY_MANAGER and ORA_PER_MANAGE_JOURNEY_BY_HR duty roles, they will be directed to the Team Journeys tab when navigating from My Team > Journeys and My Client Groups > Journeys.

• The Team Journeys tab will display journeys assigned to all workers in the line manager hierarchy.

• Only those facet values which have data will be displayed. For example, if there are no assigned journeys for the Offboarding category in the search results, then the Offboarding facet value won't be displayed.

• You can select multiple facet values and facets. For example, you can select the Open and Overdue values under the Status facet and also the Onboarding and Survey values under the Category facet.

• You can also sort the search results by Employee Name and Journey Name in ascending order, and by Journey Assigned Date in descending order.

Key Resources

• For more information about journeys, refer to the Implementing and Using Journeys guide on Oracle Help Center.

• Oracle Search-Based Global Search feature in the 22B HCM Common What's New.

• Set Up Oracle Search for HCM > Chapter Oracle Search Cloud Service Setup in the Using Common Features for HCM guide.

Organization Journeys Tab for Professional Users

As a professional user, you can use the Organization Journeys tab to quickly search and filter assigned journeys. The tab uses Oracle Search and a customizable interface for an enhanced search experience. You can do these actions from the Organization Journeys tab:

• Use Oracle Search to quickly and easily search for assigned journeys.

• Use keyword search to find assigned journeys by person name, person number, or journey name.

• Filter the results using the assigned journey-related filters, for example, Status and Category. The filters also display the aggregate count of results having the same value.

• View the search results in a grid pattern that’s easy to read.

• Personalize the columns of the displayed results.

• Select an assigned journey from the search results to display the journey details page.

After you type your search criteria in the keyword search field, click the search icon to see results. From the search results, you can click an assigned journey name to open the journey details page.

Search for an Assigned Journey by Using a Keyword

When you click a filter, the values are displayed in the list of values (LoV). If you don’t see the value that you need, you can search the value in the LoV to find it. After you select the value in the filter, click the search icon to view the filtered data. You can also clear the search results that you filtered.

Filter the Search Results by Selecting the Value from the LoV

Search for a Filter Value from the LoV

You can also personalize the columns that you see as search results. A set of columns is displayed as a grid which you can customize using drag and drop in the column configurator.

The fields listed under Hide are not shown in the results. If you want to view a field from this list as a column, you can drag and drop the field or select the check box next to the field.

Select the Columns to Display and Unhide Columns in Search Results

Display Hidden Columns in Search Results

You can sort the searched or filtered organization journeys to quickly find your desired journey. You can sort by using these values: Relevance, Assigned Date, Employee Name, or Journey Name.

Sort the Organization Journeys

You can use the Saved Searches feature to save your frequently used search criteria.

Save Search Criteria for Frequently Used Search Criteria

You can now easily download the search results into an excel spreadsheet from the Organization Journeys tab. If the number of records in the search results list is high, you may need to scroll down to see the complete list on the Redwood page. The complete search results list is downloaded into the excel spreadsheet.

Download Search Results List to Excel from Redwood Journeys Pages

This feature enhances professional users' ability to search and filter assigned journeys to work with. It uses the latest state of the art Oracle Search server and a modern customizable user interface.

Steps to Enable

The Organization Journeys tab is auto enabled when you enable Oracle Search for Journeys. For more information about enabling Oracle Search for Journeys, refer to the Oracle Search-Based Journeys feature in the 24B Global Human Resources What's New.

Tips And Considerations

• The Organization Journeys tab is secured using the PER_MANAGE_JOURNEY_BY_HR_PRIV privilege. This privilege is rolled up to the seeded Human Resource Specialist role through the ORA_PER_MANAGE_JOURNEY_BY_HR duty role.

• Users having the line manager privilege will only see the Team Journeys tab and those having HR privilege will only see the Organization Journeys tab. Users having line manager and HR specialist privileges will see both the tabs.

• If the user only has the ORA_PER_MANAGE_JOURNEY_BY_MANAGER duty role, they will be directed to the Team Journeys tab when navigating from My Team > Journeys.

• If the user only has the ORA_PER_MANAGE_JOURNEY_BY_HR duty role, they will be directed to the Organization Journeys tab when navigating from My Client Groups > Journeys.

• If the user has both the ORA_PER_MANAGE_JOURNEY_BY_MANAGER and ORA_PER_MANAGE_JOURNEY_BY_HR duty roles, they will be directed to the Team Journeys tab when navigating from My Team > Journeys and My Client Groups > Journeys.

• The Organization Journeys tab will display journeys assigned to these people:

  • All workers in the Area of Responsibility (AoR) scope of the logged in user.

  • All workers in the line manager hierarchy of the logged in user.

  • All workers in the other manager type hierarchy of the logged in user.

• Only those facet values which have data will be displayed. For example, if there are no assigned journeys for the Offboarding category in the search results, then the Offboarding facet value won't be displayed.

• You can select multiple facet values and facets. For example, you can select the Open and Overdue values under the Status facet and also the Onboarding and Survey values under the Category facet.

• You can also sort the search results by Employee Name and Journey Name in ascending order, and by Journey Assigned Date in descending order.

Key Resources

• For more information about journeys, refer to the Implementing and Using Journeys guide on Oracle Help Center.

• Oracle Search-Based Global Search feature in the 22B HCM Common What's New.

• Set Up Oracle Search for HCM > Chapter Oracle Search Cloud Service Setup in the Using Common Features for HCM guide.

Customize the Redwood New Person Pages Using Business Rules

You can now use Business Rules in Visual Builder Studio to show or hide fields in the Redwood Add Person pages. This enhancement is applicable to the Hire an Employee, Add a Contingent Worker, Add a Pending Worker, and Add Nonworker pages.

In all the flows, out of the box attributes behave as they do in the Responsive UI. Some fields are marked Hidden by default, and you can use Business Rules to make them visible. 

You can customize the fields that need to be hidden or visible based on your business requirements. This helps smooth and consistent user experience. 

Steps to Enable

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

Key Resources

Redwood Experience for New Person Pages Readiness announcement

Document Records

List of Values Supported for Selecting Roles to Exclude When Configuring Document Types

Simplify the process of selecting roles to exclude from restriction for a document type, using a list of values instead of manually entering a role code. 

The Roles Excluded from Restriction field enables you to select specific roles from a dropdown list of values, even if these restrict options are enabled for the document type.

• Restrict Create

• Restrict Update

• Restrict Delete

List of values in the Roles Excluded from Restriction field for a document type

Note: The List of Values for Roles is available only on the Redwood Document Type page.

You can now select roles that are excluded from the restriction through a dropdown list that contains a list of values and improve accuracy of setup.

Steps to Enable

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

Tips And Considerations

• The List of Values for Roles is available only on the Redwood Document Type page.

• By default, the value for the Roles Excluded from Restriction field is null.

• The Roles Excluded from Restriction field will be enabled only when the restrict setting is set to Yes.

• If a role is deleted after it’s added to the exclusion list, it'll not be displayed in the dropdown list of the Roles Excluded from Restriction field and will not be available for future selection in the list of values.

Key Resources

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

• Document Records, Implementing Global Human Resources guide.

• Document Records, Global Human Resources guide.

Access Requirements

You must be granted the Manage HR Document Type (ORA_PER_MANAGE_HR_DOCUMENT_TYPE) aggregate privilege to work on document types.

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

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.

Configurable Labels for Standard Attributes on Redwood Document Type Page

You can now configure appropriate labels for standard attributes based on the document type. For example, you can configure these new labels for the Passport document type:

Configure labels for standard attributes on the Document Type page

These labels are displayed when you view, add, or edit a document record for the document type.

New labels displayed on the Add Document Record page

Users can customize labels according to their organization’s business terminology for each document type.

Steps to Enable

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

Tips And Considerations

• By default, the value for the New Label attribute label is null.

• The character limit for the New Label attribute is 200 characters.

• The New Label attribute value can be exported and imported using the Functional Setup Manager (FSM).

• The New Label attribute value can be created and updated using HCM Data Loader and HCM Spreadsheet Data Loader.

• Translation support is available by logging in with the specific language and modifying the labels in the required language.

Key Resources

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

• Document Records, Implementing Global Human Resources guide.

• Document Records, Using Global Human Resources guide.

Access Requirements

You must be granted the Manage HR Document Type (ORA_PER_MANAGE_HR_DOCUMENT_TYPE) aggregate privilege to work on document types.

Enhanced User Experience on Redwood Mass Download of Document Records Page

Select multiple values when selecting users for whom you want to download document records.

Click the Add button on the Mass Download of Document Records page to add a new mass download of document record request. This opens a New Mass Download of Document Records page. Here, add the process name, and fill in the relevant details.

You can select multiple values in the List of Persons field from the respective List of Values (LoV) when you’re selecting users for whom you want to download document records.

Additionally, you can select multiple categories, subcategories, document types, created from, and tags. Once you are done, click Submit.

List of Persons on Mass Download of Document Records page

You can now select multiple values for the List of Persons field for a mass download of document records request.

Steps to Enable

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

Tips And Considerations

• This feature is available only on the Redwood Mass Download of Document Records page.

• You must create a Filtered list from My Client Groups before it's available on the Redwood Mass Download of Document Records page. While creating the filtered list, make sure that you select Mass Download Document of Records in the Subscriber field.

• A preview of the list of workers who satisfy the conditions in the Filtered List configuration is available on the Filtered Lists page and not on the Redwood Mass Download of Document Records page.

• Ensure the preview displays results for workers who are to be selected on the Redwood Mass Download of Document Records.

Key Resources

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

• Document Records, Implementing Global Human Resources guide.

• Document Records, Using Global Human Resources guide.

• Redwood Mass Download Document Records Using Filtered Lists, What's new 24A.

Enhanced User Experience on Redwood Document Records Page

Manage document records easily by viewing relevant actions based on the user's security access.

Here's a table listing various security access levels and relevant actions for users on the Document Records page.

Edit access is enabled and Delete access is disabled

Edit and Delete access is disabled

Create, Edit, and Delete access is disabled

Document Records page displays appropriate icons for different document records

The user can now see relevant actions based on their security access level.

Steps to Enable

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

Tips And Considerations

• The user is navigated to the View Details page if they don't have Edit access when using a deep link.

Key Resources

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

• Document Records, Implementing Global Human Resources guide.

• Document Records, Using Global Human Resources guide.

Access Requirements

You must be granted the Manage HR Document Type (ORA_PER_MANAGE_HR_DOCUMENT_TYPE) aggregate privilege to work on document types.

Journeys

Create Survey Manager Experience

You can now create a quick survey for your team by using the new survey UI that's simple and intuitive to use. As a manager, you can quickly create a survey or poll to collect feedback from your directs on important topics relevant to their work such as projects, schedule, work environment, skills, competencies, collaboration, training, availability, and preferences.

This new feature uses journeys and questionnaires to create a seamless survey experience for managers.

You can use the new survey UI to first create a survey and then manage the created survey.

Create Survey

You can access the new survey UI by using the Create Survey quick action under the My Team tab.

Create Survey Quick Action Under My Team Tab

Here are the different options to create a survey:

• Copy from existing survey: Select a personal journey that you’ve created in the past and use that for creating a survey. The new survey will have the existing survey details, questions, and responses that you can customize for the new survey.

• Create survey: Enter all the details required for a brand new survey that includes name, instructions, questions, and responses.

• Create survey with AI Assist: Describe what the survey is about for suggestions on the name, instructions, questions, and responses. If the AI assisted suggestions don’t match what you are looking for, re-enter the description to get new suggestions for the survey. You can use the AI suggested survey as is or modify the survey to suit your requirement.

Options to Create Survey

Option: Copy from Existing Survey

Option: Create Survey

Option: Create Survey With AI Assist

After you create the survey, you can do these things:

• Preview the survey details

• Provide the survey start and end date

• Set the assignee reminder options

• Assign it to your direct reports

Preview the Survey

Schedule, Set Reminder Options, and Assign Survey

Further, you can perform these actions when you create a survey:

• Modify the survey by making changes to existing questions

• Add new questions

• Reorder questions - If there are 2 questions or more and you want them rendered in a certain order in the survey.

• Remove questions

When you select the option to add a new question, you can enter the question text which appears in the survey. You can mark the question as required and select the response type. Also, based on the response type, you have the option to select predefined responses available to associate to the question. However, if you copy an existing survey you can’t change the predefined response configured for it.

When you add a new question, these are the options you can configure:

• Question Text - the question in the survey. You can mark the question as required and select the response type.

• Response Type - the type of response the user is presented with and can select. Based on the question, you can select any of these options:

  • Text

  • Date

  • Single Choice

  • Multiple Choice

• Add Option - You can add a custom response for your question if you don’t want to pick one from the predefined responses. You have three choices for this option:

  • Add a new custom option - Click Add Option and enter your custom response in a text box.

  • Select None of the Above as the response.

  • Select Other as the response.

• Show additional comments - is the option to display a text box for users to add any comments related to their response.

Add New Questions and Configure Responses

Reorder the Questions

Manage Survey

After creating the survey, you can add assignees for the survey. Once assigned, you can change the survey details if needed. For example, you can extend the survey end date if the workers have not completed the survey and assign the survey to a new set of workers. The extended date is also applied to the new assignees.

You can select the survey that you want to edit by navigating to the Explore tab. Filter the survey by using the Survey category filter chip.

Filter the Journey by Survey Category on Explore Tab

Click the Manage Assigned Journeys Icon

Extend the Survey End Date and Assign Survey for New Workers

Survey End Date Extended for All Assignees

You can also edit the survey when you open the journey from the Explore tab. For example, you can edit the survey name, survey instructions, assignee reminder options, or add new questions. Additionally, you can preview and assign the survey from the edit flow. For a personal survey, the questions (read-only) are listed. In the assign page, you need to enter the end date as the personal survey is a nonrecurring survey.

Edit Action for the Survey

Questions in Edit Flow

Enter End Date and Add Assignees

Managers can quickly create small surveys that can be assigned to a limited set of workers.

Steps to Enable

• You need to enable journeys to use this feature. For more information, refer to Moving to Journeys, Prerequisites for Journeys chapter in the Implementing and Using Journeys guide.

Tips And Considerations

• The new create survey UI can be used by managers to only create a quick small survey with a limited set of workers. This feature is not meant for creating an extensive survey allocation and assigning to a large population.

• Any surveys created by a manager are personal surveys available only to them and not to other managers. These personal surveys are available only within the survey flow.

• The question library contains questions created by the manager using the Create Survey flow.

• You can add only a maximum of 10 questions to a survey. If you try to add more, the Add button is disabled.

• You can't edit the survey questions if the assignee has already responded to the survey questions.

• Surveys are non-recurring and have an end date.

Key Resources

• Questionnaires chapter in the Using Common Features for HCM guide

• Implementing and Using Journeys guide

Access Requirements

This table shows the privileges that support this feature and the predefined job and duty roles that inherit them:

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.

For information about existing security privileges, refer to the Security Reference for Common Features guide on the Oracle Help Center.

Support for Physical Signature When Using Native eSign Journey Task

You can now provide your physical signature when using a journey task of type Electronic Signature - Native.

Select Yes to Display Signature Pad When You Configure Integration

Configure the Task to Display Signature Pad

View Document Before Signing, Sign the Task, and View Signed Document

You can sign the journey task and save the signed document as a document record.

Steps to Enable

1. On the home page, click the My Client Groups tab.

2. Click Show More under QUICK ACTIONS.

3. Click the Checklist Templates quick action in the Employment area.

4. Click the Integrations tab, and then click Add.

5. Select Electronic signature validation for the integration category and Native electronic signature for the integration type.

6. Enter the integration code, eSignature validation type, and other details.

7. Select Yes in the Display signature pad field.

8. Select the Enable E-Signature Validation check box.

9. Click Validate in the Validate Integration Details area.

10. Click Save and Close.

11. Navigate to the Checklist Templates page.

12. Click the journey name for whose task you want to sign.

13. Click the Tasks tab, and then click the task name having task type Electronic Signature for which the user needs to sign.

14. Select Electronic Signature - Native for the signature type and select the validation type that you entered while configuring the integration.

15. Enter the report details and select the Open report on same tab as task check box.

Tips And Considerations

• The default value for the Display signature pad field is No.

• The physical signature is not stored as part of the journey task and is only displayed in the PDF version of the document.

Key Resources

For more information, refer to these resources:

• Implementing and Using Journeys guide on Oracle Help Center.

• Journeys - Electronic Signature and Transfer to Document Records product paper on Cloud Customer Connect.

Access Requirements

This table shows the duty, aggregate, and functional privileges that support this feature and the predefined roles that inherit them:

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.

For information about existing security privileges, refer to the Security Reference for Common Features guide on the Oracle Help Center.

Hide Email Field for Native eSignature Journey Task

You can now configure the option to hide the Email field for a native eSignature task type.

Display email Field is Set to Yes by Default When You Configure Integration

Email Field is Hidden in the Journey Task When You Configure the Option

You can choose to hide the Email field if you don’t want the user to view the field when using the Native eSignature task type.

Steps to Enable

1. On the home page, click the My Client Groups tab.

2. Click Show More under QUICK ACTIONS.

3. Click the Checklist Templates quick action in the Employment area.

4. Click the Integrations tab, and then click Add.

5. Select Electronic signature validation for the integration category and Native electronic signature for the integration type.

6. Enter the integration code, eSignature validation type, and other details.

7. Select No in the Display email field.

8. Select the Enable E-Signature Validation check box.

9. Click Validate in the Validate Integration Details area.

10. Click Save and Close.

Tips And Considerations

The default value for the Display email field is Yes.

Key Resources

For more information about journeys, refer to the Implementing and Using Journeys guide on Oracle Help Center.

Access Requirements

This table shows the predefined role that inherits the duty and functional privileges supporting this feature:

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.

For information about existing security privileges, refer to the Security Reference for Common Features guide on the Oracle Help Center.

Open Native eSignature Document on Same Assigned Journey Page

You can now configure the option to open the document to be signed for a Native eSignature task type as a panel drawer instead of a new browser window.

Configure Option to Open Document to be Signed on Same Journey Page

Page Before You Click to Open Document to be Signed

Document to be Signed Opens in a Separate Panel Drawer

You can access the document to be signed easily in a separate panel drawer instead of having to navigate to the new browser window.

Steps to Enable

Follow these steps to configure the option to open the document to be signed on the same page:

1. On the home page, click the My Client Groups tab.

2. Click Show More under QUICK ACTIONS.

3. Click the Checklist Templates quick action in the Employment area.

4. Click the journey name for whose task you want to open the document to be signed on the same page.

5. Click the Tasks tab.

6. Click the task name for which you want to open the document to be signed on the same page.

7. On the Details tab, select the Open report on same tab as task check box.

8. Click Save and Close two times.

9. Click Done.

Tips And Considerations

• By default, the Open report on same tab as task check box isn't selected.

• The configuration option is also available when you add a Native eSignature task type in the Task library.

• This feature is not supported for guided journeys. The document to be signed in a guided journey task will continue to open in a new browser window.

Key Resources

For more information about journeys, refer to the Implementing and Using Journeys guide on Oracle Help Center.

Access Requirements

This table shows the predefined role that inherits the duty and aggregate privileges supporting this feature:

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.

For information about existing security privileges, refer to the Security Reference for Common Features guide on the Oracle Help Center.

Open BIP Report on Same Assigned Journey Page

You can now configure the option to open the BIP report for a Report task type as a panel drawer instead of a new browser window.

Configure Option to Open BIP Report on Same Journey Page

Page Before You Click to Open the BIP Report

BIP Report Opens in a Panel Drawer

You can access the BIP report easily in a separate panel drawer instead of having to navigate to the new browser window.

Steps to Enable

Follow these steps to configure the option to open the BIP report on the same page:

1. On the home page, click the My Client Groups tab.

2. Click Show More under QUICK ACTIONS.

3. Click the Checklist Templates quick action in the Employment area.

4. Click the Journey name for whose task you want to open the BIP report on the same page.

5. Click the Tasks tab.

6. Click the task name for which you want to open the BIP report on the same page.

7. On the Details tab, select the Open report on same tab as task check box.

8. Click Save and Close two times.

9. Click Done.

Tips And Considerations

• By default, the Open report on same tab as task check box isn't selected.

• The configuration option is also available when you add a Report task type in the Task library.

• This feature is not supported for guided journeys. The BIP report in a guided journey task will continue to open in a new browser window.

Key Resources

For more information about journeys, refer to the Implementing and Using Journeys guide on Oracle Help Center.

Access Requirements

This table shows the predefined role that inherits the duty and aggregate privileges supporting this feature:

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.

For information about existing security privileges, refer to the Security Reference for Common Features guide on the Oracle Help Center.

Navigate to Specific Journey Task Directly from Task Notification

We have streamlined the navigation from the task notification so that you can easily navigate to the specific task directly from the task notification. This feature is available from all start points, such as Email, Bell, Things to Finish, and BPM Worklist. Additionally, the feature is available for all these notifications only if the user is the task performer:

• Task Assigned and Reassigned Notification (BIP and Alert)

• Task Updated Notification (BIP and Alert)

• Task Assigned Combined Notification (BIP and Alert)

• Reminder Notification (only Alert)

Combined Task Notification

Navigate to the Task Directly by Clicking the Details Link

Single Task Notification

Navigate to the Task Directly by Clicking the Access the task Link

Task Reminder Notification

Navigate to the Task Directly by Clicking the Act now Link

Users will have a seamless experience when navigating to a journey task from the task notification.

Steps to Enable

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

Tips And Considerations

• Task performers who don't have access to the person are directed to the My Tasks tab in Journeys from the notification.

• Line managers and HR specialists are directed to the specific assigned journey in the Assigned Journeys tab in Journeys from the notification.

Key Resources

For more information about implementing journeys, refer to the Implementing Journeys for HCM guide on Oracle Help Center.

Payment Methods Region Supported as Embedded Application Task in Journeys

We have made it easy for you to complete the Payment Methods embedded application task with reduced navigation by using the Payment Methods task region embedded in a journey. You can configure an Embedded Application Task by selecting the appropriate region.

Configure the Payment Methods Region in the Embedded Application Task

Payment Method Region Within a Journey Task

Enter Details for the Payment Method

Payment Method Created Directly Within a Journey Task

This feature enables faster completion of the Payment Methods task with reduced clicks.

Steps to Enable

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

Tips And Considerations

• The completion criteria are specific to the task for which they are configured. Therefore, you need to configure the completion criteria for the Payment Methods embedded application task according to your requirement.

• You can view and manage data in the Payment Methods embedded application task based on your data security access for the application task.

Key Resources

For more information about implementing journeys, refer to the Implementing Journeys for HCM guide on Oracle Help Center.

Access Requirements

You must be granted the Manage Journey (ORA_PER_MANAGE_JOURNEY_TEMPLATE) aggregate privilege to work on journey templates.

Document Delivery Preferences Region Supported as Embedded Application Task in Journeys

We have made it easy for you to access the Document Delivery Preferences quick action with reduced navigation by using the Document Delivery Preferences task region embedded in a journey task. You can configure an Embedded Application Task by selecting the appropriate region.

Configure the Document Delivery Preferences Region in the Embedded Application Task

Document Delivery Preferences Region Within a Journey Task

Edit Details for the Document Delivery Preference

Document Delivery Preference Edited Directly Within a Journey Task

This feature enables faster completion of journey tasks with reduced clicks.

Steps to Enable

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

Tips And Considerations

• Only the Document Delivery Preferences Redwood page is supported.

• The completion criteria are specific to the task for which they are configured. Therefore, you need to configure the completion criteria for each embedded application task according to your requirement.

• You can view and manage data in an embedded application task based on your data security access for that application task.

• Only those embedded application tasks are supported where the worker is the task performer.

Key Resources

For more information about journeys, refer to the Implementing and Using Journeys guide on Oracle Help Center.

Access Requirements

This table shows the predefined role that inherits the duty and aggregate privileges supporting this feature:

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.

For information about existing security privileges, refer to the Security Reference for Common Features guide on the Oracle Help Center.

Redwood Experience for Journey Console

We have enriched the user experience with the new Journey Console page developed using the Redwood toolset. The page is built from the ground up using Visual Builder Studio (VBS) to give you a unique experience of Oracle applications.

The page is available for Admin users. You can navigate to the page by using the Journey Console quick action under My Client Groups > Journeys Setup.

The Redwood Journey Console page is the equivalent of the existing View Console tab on the Checklist Templates page.

On the Journey Console page, you can view these details for a specific person's assigned journey:

• Journey allocation method, such as automatic (based on an action, action reason, or event), manual, scheduled, mass or person data change.

• Journey processing status, such as completed, error, or pending.

• Reason if a journey’s processing status is error or pending.

By default, the creation date filter is applied and the current system date is used.

Journey Console Quick Action

Journey Console Landing Page

Journey Assignment Details of Person

Event Details for Allocated Journey

The new page offers a fewer number of clicks and better performance. You can take advantage of the cohesiveness through the application with the new page.

Steps to Enable

You need to enable journeys to use this feature. For more information, refer to Moving to Journeys > Chapter Prerequisites for Journeys in the Implementing and Using Journeys guide.

Key Resources

For more information about journeys, refer to the Implementing and Using Journeys guide on Oracle Help Center.

Access Requirements

This table shows the predefined role that inherits the aggregate and functional privileges supporting this feature:

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.

For information about existing security privileges, refer to the Security Reference for Common Features guide on the Oracle Help Center.

Redwood Experience for Journey Integrations

We have enriched the user experience with the new Journey Integrations page developed using the Redwood toolset. The page is built from the ground up using Visual Builder Studio (VBS) to give you a unique experience of Oracle applications.

The page is available for HR specialists. You can navigate to the page by using the Journey Integrations quick action under My Client Groups > Journeys Setup on the home page.

The Redwood Journey Integrations page is the equivalent of the existing Integrations tab on the Checklist Templates page and has the same functionality, including validations. This page provides the ability to configure integrations, such as HireRight I-9, Native eSignature, Process Automation, and user defined content with journeys.

Journey Integrations Quick Action

Journey Integrations Landing Page

Configuration Validated Message When the Configuration is Successful

Edit and Validate Existing Journey Integration

Validation Not Successful Message When Configuration is Not Successful

The new page offers a fewer number of clicks and better performance. You can take advantage of the cohesiveness through the application with the new page.

Steps to Enable

You need to enable journeys to use this feature. For more information, refer to Moving to Journeys > Chapter Prerequisites for Journeys in the Implementing and Using Journeys guide.

Key Resources

For more information about journeys, refer to the Implementing and Using Journeys guide on Oracle Help Center.

Access Requirements

This table shows the predefined role that inherits the duty and functional privileges supporting this feature:

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.

For information about existing security privileges, refer to the Security Reference for Common Features guide on the Oracle Help Center.

Redwood Experience for Journey Scheduled Allocations

We have enriched the user experience with the new Journey Scheduled Allocations page developed using the Redwood toolset. The page is built from the ground up using Visual Builder Studio (VBS) to give you a unique experience of Oracle applications.

The page is available for HR specialists. You can navigate to the page by using the Journey Scheduled Allocations quick action under My Client Groups > Journeys Setup on the home page.

The Redwood Journey Scheduled Allocations page is the equivalent of the Scheduled Allocations tab on the Checklist Templates page.

These are the features available on the Journey Scheduled Allocations page:

• View journeys that are scheduled to be allocated or have already been allocated.

• View the assignees and the period summary for a specific scheduled journey.

• Edit a scheduled journey allocation to remove the people you don’t want to assign the journey to.

By default, the schedule date filter is applied and the current system date is used.

Journey Scheduled Allocations Quick Action

Journey Scheduled Allocations Landing Page

Scheduled Allocations Filtered by Journey Name

Edit a Scheduled Journey Allocation

Period Summary for a Scheduled Journey

The new page offers a fewer number of clicks and better performance. You can take advantage of the cohesiveness through the application with the new page.

Steps to Enable

You need to enable journeys to use this feature. For more information, refer to Moving to Journeys > Chapter Prerequisites for Journeys in the Implementing and Using Journeys guide.

Key Resources

For more information about journeys, refer to the Implementing and Using Journeys guide on Oracle Help Center.

Access Requirements

This table shows the predefined role that inherits the duty, aggregate, and functional privileges supporting this feature:

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.

For information about existing security privileges, refer to the Security Reference for Common Features guide on the Oracle Help Center.

Redwood Experience for Journey Configurations

We have enriched the user experience with the new Journey Configurations page developed using the Redwood toolset. The page is built from the ground up using Visual Builder Studio (VBS) to give you a unique experience of Oracle applications.

The page is available for HR specialists. You can navigate to the page by using the Journey Configurations quick action under My Client Groups > Journeys Setup.

The Redwood Journey Configurations page is the equivalent of the existing Configurations tab on the Checklist Templates page. This page allows you to create configurations to include journey and task attributes that you want enabled for synchronization. The configuration can be included when you run the Update Assigned Journey Attributes Based on Modified Journey Template process.

Journey Configurations Quick Action

Journey Configurations Landing Page

Add a Configuration

Select Checklist Properties

Select Task Properties

List of Selected Properties

Configuration Added to List of Journey Configurations

ESS Process: Update Assigned Journey Attributes Based on Modified Journey Template

The new page offers a fewer number of clicks and better performance. You can take advantage of the cohesiveness through the application with the new page.

Steps to Enable

You need to enable journeys to use this feature. For more information, refer to Moving to Journeys > Chapter Prerequisites for Journeys in the Implementing and Using Journeys guide.

Key Resources

For more information about journeys, refer to the Implementing and Using Journeys guide on Oracle Help Center.

Access Requirements

This table shows the predefined role that inherits the duty and functional privileges supporting this feature:

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.

For information about existing security privileges, refer to the Security Reference for Common Features guide on the Oracle Help Center.

Redwood Experience for Electronic Signature Configurations

We have enriched the user experience with the new Electronic Signature Configurations page developed using the Redwood toolset. The page is built from the ground up using Visual Builder Studio (VBS) to give you a unique experience of Oracle applications.

The page is available for Admin users. You can navigate to the page by using the Electronic Signature Configurations quick action under My Client Groups > Journeys Setup on the home page.

The Redwood Electronic Signature Configurations page is the equivalent of the existing HCM Electronic Signature Configurations page. This page allows you to configure the DocuSign signature type that can be used in journey task configuration. DocuSign is a third-party service provider that manages electronic signatures.

If a user has an existing configuration, their configuration will be displayed in the Configure HCM Electronic Signature page. If there is no configuration, the Electronic Signature Configurations page is displayed where the user can add their DocuSign configuration.

Electronic Signature Configurations Quick Action

Configure HCM Electronic Signature Page

The new page offers a fewer number of clicks and better performance. You can take advantage of the cohesiveness through the application with the new page.

Steps to Enable

You need to enable journeys to use this feature. For more information, refer to Moving to Journeys > Chapter Prerequisites for Journeys in the Implementing and Using Journeys guide.

Tips And Considerations

If you delete an existing configuration, you need to review the task where this configuration is referenced.

Key Resources

For more information about journeys, refer to the Implementing and Using Journeys guide on Oracle Help Center.

Access Requirements

This table shows the predefined role that inherits the functional privilege supporting this feature:

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.

For information about existing security privileges, refer to the Security Reference for Common Features guide on the Oracle Help Center.

New User Defined Content Task Type for Journeys

You can now use the new User Defined Content task type to display custom content from external end points in journeys. This feature allows the user to define a journey task using the new task type and invoke a custom REST API. The journey task UI displays the response returned by the API call, as formatted text in the panel drawer and task section.

Configure Integration for User Defined Content

Associate Task with the Integration

Formatted Text in Panel Drawer of Guided Journey UI

Formatted Text in Task Section of Journey UI

The new task type allows the user to connect to a custom defined REST API to display additional content.

Steps to Enable

1. Configure the journey integrations task. To do this, follow these steps:

   1. On the home page, click the My Client Groups tab.

   2. Click Show More under QUICK ACTIONS.

   3. Click the Checklist Templates quick action in the Employment area.

   4. In the Checklist Templates page, click the Integrations tab, and then click Add.

   5. Enter the values as shown in this table:

   6. Field	Value
      Integration Category	Journey Task
      Name	User-defined name for the integration, the name you enter here becomes available in the list of values when you configure the journey task.
      Integration Type	User defined content.
      Provider URL	Enter the URL to invoke your custom REST API.
      User Name	Enter the user name to invoke the custom REST API.
      Authentication Type	Select the appropriate authentication value for your custom REST API.
      Password	Enter the password to invoke the custom REST API.

   7. Select the Enable integration and send information to external service provider check box.

2. Validate the integration. To do this, follow these steps:

   1. Click Validate to confirm that the integration works.

   2. Click Save and Close. The integration is successful if no errors are displayed.

3. Create a journey task and associate the journey integration you created. To associate the journey integration, follow these steps:

   1. Navigate to the Checklist Templates page.

   2. Click the journey name for whose task you want to associate the journey integration.

   3. Click the Tasks tab.

   4. Click the task name for which you want to associate the journey integration.

   5. On the Details tab, in the Task Type list, select User Defined Content.

   6. In the Configuration field, select the integration code you defined when configuring the journey integrations task.

   7. Click Save and Close two times.

   8. Click Done.

Tips And Considerations

• Only 4000 characters of the response will be displayed in text format.

• The response is only displayed on the UI and not stored anywhere.

• This feature is only available when using guided journeys on Redwood pages.

• This feature is available for all journey categories except the Survey category.

Key Resources

For more information about journeys, refer to the Implementing and Using Journeys guide on Oracle Help Center.

Redwood Experience

These pages or flows have been recreated in the Redwood tool set Visual Builder Studio (VB Studio) to improve your user experience. The pages or flows look and act like Redwood pages or flows, to help create cohesiveness through the application.

Redwood Experience for Create Work Relationship Process

Enrich the user experience by using the Redwood Create Work Relationship process to create a work relationship for an employee. This process is available for line managers and HR Specialists from the My Team and My Client Groups tabs respectively.

The When and why and Assignment steps are mandatory in the process. You need to complete these steps to create the work relationship

.

When and why step of the Create Work Relationship process

Assignment step of the Create Work Relationship process

The process offers fewer clicks and better performance. By using the new process, you can take advantage of the cohesiveness through the application.

Steps to Enable

To use the Redwood Create Work Relationship process, you need to enable the following profile options at the site level.

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

1. Search for and click the Manage Administrator Profile Values task.
2. Search for and select each of the profile options listed in the table.
3. Select the Level as Site.
4. In the Profile Value field, enter the applicable value.
5. Click Save and Close.

Tips And Considerations

• The action LOV will now additionally show actions of the following action type based on the selected assignment in the create work relationship launch page.
  • Hire an Employee
  • Add Contingent Worker
  • Add Pending Worker
  • Add Nonworker
  • For example, if employee assignment is selected, then it will additionally show the actions of action type Hire an Employee. Similarly, if contingent worker assignment is selected, it will show Add Contingent Worker action type.

• For common tips and considerations. refer to the Tips and Considerations section of the New Redwood Process to Promote and Change Position feature in Update 24A.

• You can personalize this page using constants and business rules. For more information refer to the Extending HCM Redwood Applications Using Visual Builder Studio guide.

Key Resources

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

• Work Relationships topic in the Using Global Human Resources guide

• Examples of Creating Multiple Work Relationships for a Person in the Using Global Human Resources guide

• Extending HCM Redwood Applications Using Visual Builder Studio guide

For a listing of all profile options for the recreated pages across applications, see the following document in My Oracle Support:

• HCM Redwood Pages with Profile Options - MOS Document - 2922407.1

Access Requirements

Access to the new Redwood Create Work Relationship process is controlled using the same security privileges that control access to the responsive Create Work Relationship page. If your user doesn’t have access to a step in the process, that step isn’t displayed on the Info to include step.

You need to add the following aggregate privileges to your custom role to get the list of values under the Payroll section:

• Use REST Service - Payroll List of Values (ORA_PAY_REST_SERVICE_ACCESS_PAYROLL_LOV)
• Use REST Service - Payroll Reference Data Lists of Values (ORA_PAY_REST_SERVICE_ACCESS_PAYROLL_REFERENCE_DATA_LOVS)
• Use REST Service - Payroll Legal Organization Lists of Values (ORA_PAY_REST_SERVICE_ACCESS_PAYROLL_LEGAL_ORGANIZATION_LOVS)

For information on existing security privileges, refer to this resource on the Oracle Help Center.

• Security Reference for HCM guide, Cloud HCM

Redwood Experience for Employment Start Dates Page

Enrich the user experience with the new Employment Start Dates page developed using the Redwood tool set. The flow is built from the ground up using Visual Builder Studio (VBS) to give you a unique experience of Oracle applications.

Using this page, you can easily make changes to the work relationship start date. You can also change the hire date for terminated workers and proposed start date for pending workers. The Employment Start Dates quick action is available under the My Team and My Client Groups tabs on the Home page.

Employment Start Dates page to change a worker's start date

You can specify only the new start date on the Dates info section. Additionally, you can also change the seniority dates while changing the start date if you're using V1 seniority dates.

Employment start dates page when V1 seniority dates are enabled

You can attach document records and also view impacted assignments.

The new page offers a modern look and feel, and fewer clicks with better performance. You can take advantage of the cohesiveness through the application with the new page.

Steps to Enable

In order to work with the new Employment Start Dates page, you must first enable the ORA_HCM_VBCS_PWA_ENABLED profile option. In addition, check if the ORA_PER_EMP_START_DATES_REDWOOD_ENABLED profile option is also enabled. By default, the profile option is delivered as enabled. If you want to use the responsive Employment Start Dates page, you need to set the profile option to No.

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

1. Search for and click the Manage Administrator Profile Values task.
2. Search for and select the profile option: ORA_PER_EMP_START_DATES_REDWOOD_ENABLED
3. Select the Level as Site.
4. Enter No in the Profile Value field.
5. Click Save and Close.

Note: You also need to set these profile options to Y to search for a worker. If these profile options aren't enabled worker search won't work.

• ORA_FND_SEARCH_EXT_ENABLED
• HRC_ELASTIC_SEARCH_ENABLED
• ORA_PER_ORACLE_SEARCH_WORKERSLOV_ENABLED

Tips And Considerations

• To change the start date along with other work relationship attributes, you must use the work relationship process instead.
• Approvals are supported. The old approval rules configured for the ADF Employment Start Dates page will be applicable for the Redwood Employment Start Dates flow too.
• You can now enter comments and attach files. However, if approvals are bypassed, then the Comments and attachments step isn't displayed.
• Guided journeys are supported.
• Contextual journeys are supported.
• You can personalize this page using constants and business rules. For more information refer to the Extending HCM Redwood Applications Using Visual Builder Studio guide.
• These features will be implemented in future releases:
  • Ability to view document record attachments in approval notification.
  • Ability to download attachments of pending records or transactions.

Key Resources

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

• Employment Dates, Chapter: Employment Information, Using Global Human Resources guide
• Extending HCM Redwood Applications Using Visual Builder Studio guide

For a listing of all profile options for the recreated pages across applications, see the following document in My Oracle Support:

• HCM Redwood Pages with Profile Options – MOS Document - 2922407.1

Access Requirements

• The Redwood Employment Start Dates page is secured with the same privilege as the Employment Start Dates responsive page.
• If you don't have functional access to a section, then it won't be displayed on the Employment Start Dates page. For example, Need Help, Contact Us., Seniority Dates, and Document Records.

Position Costing Step in Redwood Promote and Change Position Process

You can now manage the position costing information in the newly added Position costing step in the Redwood Promote and Change Position process.

The costing of position is specific to a legislative data group. You need to have access to the legislative data group of the employee to add or modify the costing of the position. The changes to the position costing are within the context of an employee's legislative data group for whom the promote and change position transaction is being initiated.

Select Payroll Costing step in Promote and Change Position process

Position costing step

Cost account segments

Total percentage of position costing

You can now manage the position costing information when promoting a worker.

Steps to Enable

This section is hidden, by default. You need to enable it using business rules.                                                 

Tips And Considerations

• You can't create costing for a position if there is no cost allocation structure attached to the legislative data group.

• You can't create costing when costing exists in a future date.

• The total percentage of cost allocations must be between 0 and 100. If it's less than 100, it shows a warning message that the remaining allocation goes to Default Account and proceeds further upon confirmation. If it is above 100, it throws an error message and will not allow you to proceed further.

• If you enter a percentage and don't enter any costing segments, it gives an error message.

• If the position has multiple incumbents, though the Assignment step is locked but the Position Costing step is still editable.

• Position costing can be managed from the position costing pages of payroll. Any changes made in payroll will reflect here and vice versa.

Key Resources

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

• Example of a Worker Promotion with Position Change in Redwood topic in the Using Global Human Resources guide.

• Extending HCM Redwood Applications Using Visual Builder Studio guide

For a listing of all profile options for the recreated pages across applications, see the following document in My Oracle Support:

• HCM Redwood Pages with Profile Options – MOS Document - 2922407.1

Access Requirements

This table lists the aggregate privilege that support this feature and the predefined roles that inherit them.

Payroll Step in Redwood Change Location Process

You can now update payroll information in the newly added Payroll details step in the Redwood Change Location process.

Payroll details step in the Redwood Change Location process

This feature gives line managers and HR specialists the ability to update payroll information when changing a worker's location.

Steps to Enable

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

Tips And Considerations

The Payroll details step will be shown in the Redwood Change Location process only for workers whose legal employer is enabled for payroll.

Key Resources

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

• How can I update the location from the Change Location page when position synchronization is enabled? in the Using Global Human Resources guide

• Extending HCM Redwood Applications Using Visual Builder Studio

For a listing of all profile options for the recreated pages across applications, see the following document in My Oracle Support:

• HCM Redwood Pages with Profile Options – MOS Document - 2922407.1

Access Requirements

Access to Payroll details step is controlled using the Manage Employee Payroll in Employment Processes and View Employee Payroll in Employment Processes aggregate security privileges.

For information on existing security privileges, refer to this resource on the Oracle Help Center.

• Security Reference for HCM guide, Cloud HCM

Payroll Step in Redwood Change Working Hours Process

You can now update payroll information in the newly added Payroll details step in the Redwood Change Working Hours process.

Payroll details step in the Redwood Change Working Hours process

This feature gives line managers and HR specialists the ability to update payroll information when updating a worker's working hours.

Steps to Enable

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

Tips And Considerations

The Payroll details step will be shown in the Redwood Change Working Hours process only for workers whose legal employer is enabled for payroll.

Key Resources

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

• Extending HCM Redwood Applications Using Visual Builder Studio

For a listing of all profile options for the recreated pages across applications, see the following document in My Oracle Support:

• HCM Redwood Pages with Profile Options – MOS Document - 2922407.1

Access Requirements

Access to Payroll details step is controlled using the Manage Employee Payroll in Employment Processes and View Employee Payroll in Employment Processes aggregate security privileges.

For information on existing security privileges, refer to this resource on the Oracle Help Center.

• Security Reference for HCM guide, Cloud HCM

Assignment Flexfields Available in Redwood Employment Info Page

We have enhanced the usage of the Redwood Employment Info page by giving users the ability to view assignment flexfield information.

Assignment flexfields in Employment Info page

This feature enables you to view assignment descriptive and developer flexfields info while viewing employment information.

Steps to Enable

You need to enable this feature using Business Rules.

Tips And Considerations

• If there are multiple assignments and you select a different assignment from the business title selector, the assignment flexfield data for the second assignment isn't displayed.

• You can personalize this page using constants and business rules. For more information refer to the Extending HCM Redwood Applications Using Visual Builder Studio guide.

Key Resources

For more information, refer to this resource on the Oracle Help Center.

• Assignments topic in the Using Global Human Resources guide

• Extending HCM Redwood Applications Using Visual Builder Studio

Redwood Experience for Edit Pending Workers

Enrich your user experience with the new Edit Pending Worker flow developed using the Redwood tool set. The page is built from the ground up using Visual Builder Studio (VBS) to give you a unique experience of Oracle applications.

You can access this new flow from the Pending Workers dashboard Redwood page. On the Home page, go to the My Team tab or the My Client Groups tab and click the Pending Workers quick action. On the page, you can launch the Edit Pending Worker flow in any of these ways:

• Click the name of the pending worker.
• From the list, click the ellipsis icon on the entry that you want to edit. A menu is displayed with the list of actions you can perform. Select Edit Pending Worker.

Ways to access the Edit Pending Worker flow

The new flow is a guided process which divides the process into sequential steps making the whole experience seamless. You can also add guided journeys that provide guidance through the whole editing process and add each step as a task in the journey. Here’s an image with all the attributes you can add while editing the details of a pending worker.

The mandatory attributes to make edits to a pending worker are already available as steps in the flow. You can customize the flow and mark some attributes as required as per your business requirements.

Depending on the position you select for the pending worker, you can define position override attributes in the Position Override step.

The new flow offers fewer clicks and better performance. You can take advantage of the cohesiveness of the application with the new flow.

Steps to Enable

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

Tips And Considerations

• To use the new Edit Pending Worker flow, you must first enable the Redwood Pending Workers page.
• A user can have access to all the three flows for pending workers, Add, Edit, and Convert Pending Worker flows. You can't provide access to only one or two pending worker flows.
• Guided journeys are available for the new Edit Pending Worker pages.
• You can personalize Redwood pages using Visual Builder Studio (VBS).
• If you've already personalized any of the existing ADF pages, you need to personalize them again in Redwood.
• Note these when you configure flexfields in all the Edit Pending Worker pages:
  • In the Assignment section, People Group and Default Expense Account fields, key flexfields (KFF) aren’t yet available.
  • In the Work relationship info section, flexfields aren't yet available.
• When you select a value from an LoV, the whole section refreshes but the selected values are retained.
• When you create a work relationship, the contracts section is set to optional unlike the existing ADF page.
• The Submit button will be enabled only when you navigate to all the mandatory sections in the process. However, no warning or error messages are displayed if you don't navigate to the mandatory sections.
• The option to save and save for later isn't available.
• You can't modify the Include for Automatic Conversion option that you select while adding a pending worker as the field isn't available in this flow. If you want to change this value, you need to use the Pending Workers dashboard.

Key Resources

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

• What's a pending worker? in the Hire and Manage Workers chapter, Implementing Global Human Resources guide.  

• Redwood Experience for Pending Workers and Redwood Experience for New Person Pages readiness announcements.

Access Requirements

Access to the new Edit Pending Worker flow is controlled using the same security privileges that control access to the responsive Edit Pending Worker pages. For information on existing security privileges, refer to this resource on the Oracle Help Center.

• Security Reference for HCM guide

Redwood Experience for Convert Pending Workers

Enrich your user experience with the new Convert Pending Worker page developed using the Redwood tool set. The page is built from the ground up using Visual Builder Studio (VBS) to give you a unique experience of Oracle applications.

You can access this new flow from the Pending Workers Redwood page. On the Home page, go to the My Team tab, or the My Client Groups tab and click the Pending Workers quick action. On the page, from the list of pending workers, click the ellipsis icon on the entry that you want to perform the convert action. A menu is displayed with the list of actions you can perform. Select Convert to launch the Convert Pending Worker flow.

Convert option on the Pending Workers dashboard

The new flow is a guided process which divides the process into sequential steps making the whole experience seamless. You can also add guided journeys that provide guidance through the whole converting process and add each step as a task in the journey. Here’s an image with all the attributes you can add while converting a pending worker.

Info to include step in Convert Pending Worker

The new page lets you convert pending workers manually. The mandatory attributes are already available as steps in the flow. You can customize the flow and mark some attributes as required as per your business requirements.

In this new flow, while adding addresses, you can add more than one address for each type.

Address step to add more than address of each type

Similarly, you can add multiple family and emergency contacts in the Family and emergency contacts step.

Family and emergency contacts step

The Personal Details section in responsive Convert Pending Worker pages is available as three separate steps in the Redwood flow. These are the Name, Biographical info and National identifiers sections.

Similarly, the Communication Details section in the responsive pages is available as three separate steps in this flow. These are the Phone details and Email details sections.

Depending on the position you select for the pending worker, you can define position override attributes in the Position Override step.

The new flow offers fewer clicks and better performance. You can take advantage of the cohesiveness of the application with the new flow.

Steps to Enable

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

Tips And Considerations

• To use the new Convert Pending Worker flow, you must first enable the Redwood Pending Workers page.
• A user can have access to all the three flows for pending workers, Add, Edit, and Convert Pending Worker flows. You can't provide access to only one or two pending worker flows.
• Guided journeys are available for the new Convert Pending Worker pages.
• You can personalize Redwood pages using Visual Builder Studio (VBS).
• If you've already personalized any of the existing ADF pages, you need to personalize them again in Redwood.
• After the Convert Pending Worker flow is submitted for approval and the approver doesn't have access to the flow, the approver can't edit any details, but they can approve the conversion.
• Note these when you configure flexfields in all the Convert Pending Worker pages:
  • In the Assignment section, People Group and Default Expense Account fields, key flexfields (KFF) aren’t yet available.
  • When you map position descriptive flexfields to assignment descriptive flexfields and assign mappings to legal employers, selecting a legal employer in the When and Why step doesn’t make the corresponding synchronized flexfields non-editable in the Assignment section.
• When you select a value from an LoV, the whole section refreshes but the selected values are retained.
• When you create a work relationship, the contracts section is set to optional unlike the existing ADF page.
• These features will be implemented in future releases for the Convert Pending Worker flow:
  • Extra attributes in work structure LoV for Job, Location, Department, Grade, Legal Employer and Business Unit.
  • Validating data based on effective date for all LoV.
  • Adding specified grades by enforcing valid grades profile option.
  • Derivation of grade step based on grade.
  • Filtering grade ladder and step values.
  • Adding direct reports. You need to use the Manage Directs page for now.
  • Parameters for extensible flexfields (EFF).
  • Unique key validation for multiple row extensible flexfields (EFF) in additional assignment info.
  • Defaulting and validation using Autocomplete.
• Salary and individual compensation details of the pending worker will be converted to the employee or pending worker when the person using the Convert flow
  • Has access to the salary and individual compensation info of the pending worker. For details, see the Access Requirements section.
  • Visits the salary and additional compensation detail sections in the Convert flow.
• The Submit button will be enabled only when you navigate to all the mandatory sections in the process. However, no warning or error messages are displayed if you don't navigate to the mandatory sections.
• The option to save and save for later isn't available.

Key Resources

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

• What's a pending worker? and How You Convert Pending Workers in the Hire and Manage Workers chapter, Implementing Global Human Resources guide.  

• Redwood Experience for Pending Workers and Redwood Experience for New Person Pages readiness announcements.

Access Requirements

• Access to the new Convert Pending Worker flow is controlled using the same security privileges that control access to the responsive Convert Pending Worker pages. For information on existing security privileges, refer to the Security Reference for HCM guide on the Oracle Help Center.
• If you're using a custom role, you need these aggregate privileges added to your role to access the Payroll section LOVs:
  • Use REST Service - Payroll List of Values (ORA_PAY_REST_SERVICE_ACCESS_PAYROLL_LOV)
  • Use REST Service - Payroll Reference Data Lists of Values (ORA_PAY_REST_SERVICE_ACCESS_PAYROLL_REFERENCE_DATA_LOVS) 
  • Use REST Service - Payroll Legal Organization Lists of Values (ORA_PAY_REST_SERVICE_ACCESS_PAYROLL_LEGAL_ORGANIZATION_LOVS)
• Here are the access requirements you need for the Individual Compensation and Salary sections:

Redwood Experience for Worker Unions

Enrich the user experience with the new Worker Unions pages developed using the Redwood toolset. The pages are built from the ground up using Visual Builder Studio (VBS) to give you a unique experience of Oracle applications.

You can search for a worker union based on the name or location. Filter on effective date, status, location name, country, and name. You can sort the search results based on name, and also export the search results. 

Worker Unions Search Page

Create a Worker Union

Here’s how you can create a worker union in Redwood:

My Client Groups > Show More > Under the Workforce Structures section, click the Worker Unions option. On the Worker Unions search page, click the Add Worker Union button. On the New Worker Union page, enter the details as required and click Submit to create a new worker union.  

New Worker Union Page

Update a Worker Union

You can update an existing worker union. On the Worker Unions search page, search for and click the worker union that you want to update. Click Update on the read-only worker union page. Update the Effective Start Date and any other fields as required. Click Submit.

Update a Worker Union

When you search for and view the updated worker union, the History section now shows both the records. 

History Section Showing Date-Effective Records

Note: Whenever more than one date-effective records exist for a worker union, then a Summary of changes section is displayed at the beginning of the page.

Summary of changes Section

Correct a Worker Union

Search for and click the worker union that you want to correct. On the read-only worker union page, click the Correct option in the Actions drop-down menu. Modify the fields as required and click Submit. The changes are reflected in the record.

Delete a Worker Union

Search for the worker union you want to delete and see the view page. Click the date-effective link in the History section to open the record that you want to delete. Click the Delete This Record option in the Actions drop-down menu. The record is deleted and no longer shows up in the History section.

NOTE: You can't delete a record if it's the first date-effective record.

Delete a Worker Union

The new pages offer fewer clicks and better performance. By using these new pages or flows, you can take advantage of the cohesiveness through the application.

Steps to Enable

In order to work with the new Worker Unions page, you must first enable the ORA_HCM_VBCS_PWA_ENABLED profile option. In addition, check if the ORA_PER_WORKER_UNIONS_REDWOOD_ENABLED profile option is also enabled. By default, the ORA_PER_WORKER_UNIONS_REDWOOD_ENABLED profile option is delivered as enabled. If you want to use the classic Worker Unions page, you need to set this profile option to No.

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

1. Search for and click the Manage Administrator Profile Values task.   
2. Search for and select the profile option: ORA_PER_WORKER_UNIONS_REDWOOD_ENABLED.   
3. Select the Level as Site.   
4. Enter No in the Profile Value field.   
5. Click Save and Close.

Tips And Considerations

• Guided journeys are supported.

• If the Default Effective Start Date in the Workforce Structures Configuration at the enterprise is provided, this value is used for the effective start date while creating a new worker union.

• To display the flexfields on the Redwood page, you need to refresh and deploy them again. 

• You can personalize this page using constants and business rules. For more information refer to the Extending HCM Redwood Applications Using Visual Builder Studio guide.

Key Resources

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

• Worker Union Management, Chapter: Divisions, Departments, Worker Unions, Locations, and Trees, Implementing Global Human Resources guide.

For a listing of all profile options for the recreated pages across applications, see the following document in My Oracle Support:

• HCM Redwood Pages with Profile Options – MOS Document - 2922407.1

For more information on extending Redwood pages in HCM, see the following guide on the Oracle Help Center:

• Extending HCM Redwood Applications Using Visual Builder Studio 

Access Requirements

Access to the new Redwood pages for viewing and creating worker unions is controlled using the same security privileges that control access to the corresponding responsive pages.

For information on existing security privileges, refer to this resource on the Oracle Help Center.

• Security Reference for HCM guide, Cloud HCM

Redwood Experience for Divisions

Enrich the user experience with the new Divisions pages developed using the Redwood toolset. The pages are built from the ground up using Visual Builder Studio (VBS) to give you a unique experience of Oracle applications.

You can search for a division based on the name or location. Filter on effective date, status, location name, or name as required. You can sort the search results based on name, and also export the search results. 

Divisions search page

Create a Division

Here’s how you can create a division in Redwood:

My Client Groups > Show More > Under the Workforce Structures section, click the Divisions option. On the Divisions search page, click the Add Division button. On the New Division page, enter the details as required and click Submit to create a new division.  

New Division Page

Update a Division

You can update an existing division. On the Divisions search page, search for and click the division that you want to update. Click Update on the read-only division page. Update the Effective Start Date and any other fields as required. Click Submit. 

Update a Division

When you search for and view the updated division, the History section now shows both the records.

NOTE: Whenever more than one date-effective records exist for a division, then a Summary of changes section is displayed at the beginning of the page.

Summary of changes and History Sections for Updated Division

Correct a Division

Search for and click the division that you want to correct. On the read-only division page, click the Correct option in the Actions drop-down menu. Modify the fields as required and click Submit. The changes are reflected in the record.

Delete a Division

Search for the division you want to delete and see the view page. The History section shows the date-effective records. Click the date-effective link to open the record that you want to delete. Click the Delete This Record option in the Actions drop-down menu. The record is deleted and no longer shows up in the History section.

NOTE: You can't delete a record if it's the first date-effective record.

Delete a Division

The new pages offer fewer clicks and better performance. By using these new pages or flows, you can take advantage of the cohesiveness through the application.

Steps to Enable

In order to work with the new Divisions page, you must first enable the ORA_HCM_VBCS_PWA_ENABLED profile option. In addition, check if the ORA_PER_DIVISIONS_REDWOOD_ENABLED profile option is also enabled. By default, the ORA_PER_DIVISIONS_REDWOOD_ENABLED profile option is delivered as enabled. If you want to use the classic Divisions page, you need to set this profile option to No.

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

1. Search for and click the Manage Administrator Profile Values task.   
2. Search for and select the profile option: ORA_PER_DIVISIONS_REDWOOD_ENABLED.   
3. Select the Level as Site.   
4. Enter No in the Profile Value field.   
5. Click Save and Close.

Tips And Considerations

• Guided journeys are supported.

• If the Default Effective Start Date in the Workforce Structures Configuration at the enterprise is provided, this value is used for the effective start date while creating a new division.

• To display the flexfields on the Redwood page, you need to refresh and deploy them again. 

• You can personalize this page using constants and business rules. For more information refer to the Extending HCM Redwood Applications Using Visual Builder Studio guide.

Key Resources

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

• Divisions, Chapter: Divisions, Departments, Worker Unions, Locations, and Trees, Implementing Global Human Resources guide.

For a listing of all profile options for the recreated pages across applications, see the following document in My Oracle Support:

• HCM Redwood Pages with Profile Options – MOS Document - 2922407.1

For more information on extending Redwood pages in HCM, see the following guide on the Oracle Help Center:

• Extending HCM Redwood Applications Using Visual Builder Studio 

Access Requirements

Access to the new Redwood pages for viewing and creating divisions is controlled using the same security privileges that control access to the corresponding responsive pages.

For information on existing security privileges, refer to this resource on the Oracle Help Center.

• Security Reference for HCM guide, Cloud HCM

Read-Only Profile Region on Redwood Jobs and Positions Pages

You can now view the details of the associated profiles from the read-only profiles section on these Redwood pages:

• Jobs
• Positions

On the read-only, create, and edit pages for jobs and positions, you can see a read-only view of the associated profiles. The entire details of any profile that's associated with that particular position or job are displayed in a panel drawer.

Let's see how this works for a job: My Client Groups > Show More > Under Workforce Structures, click Jobs.

Search for a job and open the job page. In the Associated Profiles section of the page, you can see all the profiles associated with that job. For each of the associated profiles, you can see an individual Profile details link.

Profile details Link for an Associated Profile

Click the Profile details link for an associated profile. A panel drawer opens, showing the details of that particular associated profile.

Panel Drawer Showing Details of Associated Profile

Panel Drawer Showing Further Details of Associated Profile

NOTE: The Associated Profiles read-only section appears in the view, create, and edit pages for jobs and positions. If you add an associated profile to this section while creating or editing a job or position, the Profile details link for the profile you're adding won't appear until you click the Save/Apply button for that profile.

This feature enables you to view the details of all the associate profiles without leaving the job or position page.

Steps to Enable

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

Key Resources

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

• Jobs, Chapter: Jobs and Positions, Implementing Global Human Resources guide.

• Considerations for Using Jobs and Positions, Chapter: Jobs and Positions, Implementing Global Human Resources guide. 

• Job and Position Structures, Chapter: Jobs and Positions, Implementing Global Human Resources guide.

Access Requirements

This table shows the function privilege that supports the feature in this update and the predefined role that inherits it:

Function Privilege and Role

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

Redwood Experience for Grade Rates

Enrich the user experience with the new Grade Rates page developed using the Redwood tool set. The page is built from the ground up using Visual Builder Studio (VBS) to give you a unique experience of Oracle applications.

You can search for a grade rate based on the name. Filter on attributes such as legislative data group, frequency, and currency. In this example, the results are filtered to show grade rates that contain the ANALYST1 grade. You can sort by grade rate name and also export the search results.

Grade Rate Search Page Showing a Search Filtered by Grade Code

Click the grade rate name to open the details page. You can update, correct, delete the date-effective record, and delete the entire grade rate from this page. Also, you can view the history of changes.

To help identify the correct row when you reuse grade names across grade codes or sets, we added columns for Grade Code and Grade Set to the Grade rate values table.

Grade Rate Details

By using this new page, you can take advantage of the cohesiveness through the application.

Steps to Enable

In order to work with the new Grade Rates page, you must first enable the ORA_HCM_VBCS_PWA_ENABLED profile option. In addition, check if the ORA_PER_GRADE_RATES_REDWOOD_ENABLED profile option is also enabled.

By default, the ORA_PER_GRADE_RATES_REDWOOD_ENABLED profile option is delivered as disabled. If you want to use the new Grade Rates page, you need to set the profile option to Yes.

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

1. Search for and click the Manage Administrator Profile Values task.
2. Search for and select the profile option: ORA_PER_GRADE_RATES_REDWOOD_ENABLED.
3. Select the Level as Site.
4. Enter Yes in the Profile Value field.
5. Click Save and Close.

Tips And Considerations

• Guided journeys are available for the new Grade Rates page.
• Nudges are supported. However, display of nudges isn’t enabled by default.
• When exporting search results, you'll only get the results that have loaded to your page. You may need to scroll to get the complete list before exporting. 
• You can personalize this page using constants and business rules. For more information, refer to the Extending HCM Redwood Applications Using Visual Builder Studio guide.
• The new page doesn’t yet have support for the following:
  • Approvals. If you use approvals for grade rates, don’t enable the new page

Key Resources

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

• Grade Rates topic, Chapter: Grades, Implementing Global Human Resources guide.

For a listing of all profile options for the recreated pages across applications, see the following document in My Oracle Support:

• HCM Redwood Pages with Profile Options – MOS Document - 2922407.1

For more information on extending Redwood pages in HCM, see the following guide on the Oracle Help Center:

• Extending HCM Redwood Applications Using Visual Builder Studio 

Access Requirements

If you're an existing customer, then there are no changes to be made to your custom roles. New customers will have to assign the following functional privilege to their custom roles to access the new Grade Rates page.

Redwood Experience for Maintain Areas of Responsibility

Enrich the user experience with the new Maintain Areas of Responsibility page developed using the Redwood toolset. The page is built from the ground up using Visual Builder Studio (VBS) to give you a unique experience of Oracle applications.

You can navigate to the new Maintain Areas of Responsibility page from the Quick Actions pane under the My Client Groups section, Workforce Structures subsection.

The new Maintain Areas of Responsibility page enables you to search across all users that are assigned responsibilities (AORs) and see significantly more search results. It also gives you the flexibility to search across various representatives depending on your data access.

Redwood Maintain Areas of Responsibility page

Here are the enhancements included in the new Maintain Areas of Responsibility page:

• Search across responsibilities by person or responsibility name status, usage, and associated responsibility template.
• Less cluttered search results with hidden To Date, Usage, and Template columns, by default.
  • Use the Columns icon to hide or show columns and modify the column order.
  • Click the ascending or descending icon to sort results.
• Reassign or export multiple rows to Excel from the search results table that enables you to select multiple responsibilities at once.
• Inactive responsibilities are no longer assigned. 

The new Maintain Ares of Responsibility page also enables you to:

• View who's assigned to a particular responsibility template using the Responsibility Type filter chip.
• Use Usage filter chip with Checklist to identify people who aren’t receiving a Journey's task notification.
• Use Usage filter chip with Approval to identify people who aren’t receiving an Approvals notification.
• View users who are included in Work Contacts.
• Multi-select rows allow support for reassigning multiple responsibilities in a single click.

You can click a representative’s name to open a panel drawer that includes the representative’s responsibility details. You can view their applicable scope attributes that contain values.

Panel drawer with person-level responsibility details on the Maintain Areas of Responsibility page

You can no longer assign any inactive or past end-dated responsibilities to another user. However, you can reassign one or more responsibilities with a future end-date to another user.

Reassign Area of Responsibility page with the end user message that the Inactive responsibilities won't be reassigned.

The new Maintain Areas of Responsibility page enables you to perform a search with Checklist usage. This helps the users find out why they didn't receive Journeys notification.

This type of search returns any responsibility where the specified usage is found including combinations, such as Checklist only, or Approvals and Checklist (together with another value).

Use Maintain Areas of Responsibility to search for Journeys recipients

The new page is built using the Redwood toolset and offers better performance. You can take advantage of the cohesiveness through the application with the new page.

Steps to Enable

In order to work with the new Maintain Areas of Responsibility page, you must first enable the ORA_HCM_VBCS_PWA_ENABLED profile option. In addition, check if the ORA_PER_AOR_REDWOOD_ENABLED profile option is also enabled. By default, the profile option is delivered as disabled. If you want to use the Redwood Maintain Areas of Responsibility page, you need to set the profile option to Yes.

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

1. Search for and click the Manage Administrator Profile Values task.
2. Search for and select the profile option:
3. Select the Level as Site.
4. Enter Yes in the Profile Value field.
5. Click Save and Close.

Tips And Considerations

• The person search that’s used to select people with areas of responsibilities, is dependent on Oracle Search. Refer to Oracle Search setup within Redwood profile options Key Resources.
• By default, the search results table loads 25 rows. If you need more rows, you need to scroll down to view or take action on additional rows.
• Journeys and HCM Approvals customers can expose the Usage column to confirm if Approvals or Checklist is enabled. This can help you troubleshoot if the workers are receiving notifications.
• When reassigning multiple Responsibilities, make sure to scroll down the search results to load all required responsibilities in the search results. 
• When exporting to Excel, choose the appropriate columns to export. Only the scope attributes that contain values are listed. 
• The Human Resource Analyst role doesn’t have access to reassign responsibilities. They can only view content.

Key Resources

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

• Areas of Responsibility, Using Global Human Resources guide.

For a listing of all profile options for the recreated pages across applications, see the following document in My Oracle Support:

• HCM Redwood Pages with Profile Options – MOS Document - 2922407.1

For more information on extending Redwood pages in HCM, refer to this feature announcement on the Oracle Help Center.

• Extending HCM Redwood Pages Using Visual Builder Studio (VBS).

Access Requirements

You must be granted the Human Resource Specialist, or Human Resource Analyst function privilege to work on Maintain Areas of Responsibility.

Redwood Experience for Areas of Responsibility

Enrich the user experience with the new Areas of Responsibility page developed using the Redwood toolset. The page is built from the ground up using Visual Builder Studio (VBS) to give you a unique experience of Oracle applications.

You can navigate to the new Areas of Responsibility page from Quick Actions pane under the My Client Groups section, Workforce Structures subsection. By default, when you select a user, the new page only lists the active responsibilities assigned to that specific user.

Active Assigned Areas of Responsibility

The new Areas of Responsibility page includes improved keyword search and filtering where:

• Users can filter a worker's responsibilities by responsibility status, start and end dates, usage, and responsibility type.

• Keyword search can also find responsibilities using the partial name for limited scope attributes such as location. 

The new page also enables users to do these things:

• Create a responsibility from scratch.

• Create a responsibility with defaults from a predefined Responsibility Template.

• Reassign one or more AORs from one user to another, effective immediately.

• Delete one or more AORs.

• Identify responsibilities that are active or inactive based on their associated status badge in the search results.

• View responsibilities that cause the person's name to appear as a representative which means when Include or Exclude badges appear under from work contacts.

• View approval status of the corresponding responsibility when Approvals are enabled.

The enhancements on the new Areas of Responsibility page include:

• New faceted searches by responsibility type and usage, from and to date ranges, and responsibility status. 

• Default listing of active areas of responsibility.

• Mark as Inactive option that enables you to inactivate or activate a single responsibility from the responsibility list actions menu.

• Inactive responsibilities are no longer reassigned.
• For human resource specialists, the default behavior is to view seven of the scope attributes which you can change using HCM Experience Design Studio. It’s recommended that you define the attributes on a responsibility template, and they’ll appear automatically on the AOR at the person level.

The Assigned Areas of Responsibility page includes the Add button to create a new responsibility.

1. Click Add.
2. A dialog box appears.
3. Select Add from Template and click Continue.

Add a Responsibility in the Assigned Areas of Responsibility page

After you select the template you plan on using, this defaults to the Basic Info and Responsibility Scope defined in the template.

Add the relevant details and click Submit.

Create responsibility from template

If you prefer to create a new responsibility from scratch, use the Create responsibility option, fill in the appropriate fields, and click Submit. 

Create responsibility from scratch

The new page is built using the Redwood toolset and offers better performance. You can take advantage of the cohesiveness through the application with the new page.

Steps to Enable

In order to work with the new Maintain Areas of Responsibility page, you must first enable the ORA_HCM_VBCS_PWA_ENABLED profile option. In addition, check if the ORA_PER_AOR_REDWOOD_ENABLED profile option is also enabled. By default, the profile option is delivered as disabled. If you want to use the Redwood Maintain Areas of Responsibility page, you need to set the profile option to Yes.

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

1. Search for and click the Manage Administrator Profile Values task.
2. Search for and select the profile option:
3. Select the Level as Site.
4. Enter Yes in the Profile Value field.
5. Click Save and Close.

Tips And Considerations

• You can skip using the Visual Builder Studio to customize the user interface if you're using the Responsibility Template to create AORs.
• OTBI analytics are not on the Redwood Areas of Responsibility page.
• Oracle Search is required for person search.
• Many LOVs on this page are case-sensitive, except for template name LOV which is case-insensitive.
• If you have any prior Page Composer modifications, they’ll need to be redefined in the HCM Experience Design Studio's Business Rules. 
• If approvals are enabled for the Manage Areas of Responsibility page, comments, and attachments will be visible to the end-users. 
• Buttons for Reassign and Delete will be enabled only after selecting one or more responsibilities. 
• The responsive Areas of responsibility page will be deprecated in a future release.
• Use Visual Builder Studio to change the scope attribute for hide and show behavior for users with roles other than the Human Resource Specialist job role.
• Users with the Human Resource Specialist job role will be able to view only a limited number of scope attributes displayed out of the box. Customers can copy the seeded business rule and modify it for their personalization requirements.
• The Human Resource Analyst job role gets read-only access to the new Areas of Responsibility page. 

Key Resources

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

• Areas of Responsibility, Using Global Human Resources guide.

For a listing of all profile options for the recreated pages across applications, see the following document in My Oracle Support:

• HCM Redwood Pages with Profile Options – MOS Document - 2922407.1

For more information on extending Redwood pages in HCM, refer to this feature announcement on the Oracle Help Center.

• Extending HCM Redwood Pages Using Visual Builder Studio (VBS).

Access Requirements

You must be granted the Human Resource Specialist, or Human Resource Analyst function privilege to work on Areas of Responsibility.

Redwood Experience for Responsibility Templates

Enrich the user experience with the new Responsibility Template page developed using the Redwood toolset. The page is built from the ground up using Visual Builder Studio (VBS) to give you a unique experience of Oracle applications.

You can navigate to the new Area of Responsibility Templates page from the Quick Actions pane under the My Client Groups section, Workforce Structures subsection.

Responsibility templates enable you to create and reuse frequently defined responsibilities within your organization.

The templates are defined independently from individual representatives and can support various scope patterns as per your organization’s needs. They also enable you to create a simple, less-cluttered responsibility description and scope just once, and reuse that same definition across multiple people.

The templates automatically populate Basic Information and Scope values on the worker's responsibility. You can also specify default scope values and whether a value is required on a worker's responsibility. In case, no value is present at the person-level AOR, a validation message appears to enforce that the user must enter a value.

New Redwood Responsibility Templates page

With a responsibility template, you can control and minimize the number of responsibility scope items that are visible on a worker’s responsibility without HCM Experience Design Studio configuration.

You can still copy and delete a responsibility template. When you copy, the basic information and scope are copied, but not the associated representatives.

You can delete a template only if there aren’t any representatives associated with it. In this case, where representatives are present, the delete action will be disabled.

The new Responsibility Templates page builds the foundation for autoprovisioning responsibilities. This means easier maintenance by automatically creating person-level areas of responsibility (AORs) based on worker assignments. For further information, see Responsibility Autoprovisioning.

You can create and assign the template directly to representatives. This automatically generates the area of responsibility associated with the assigned people. For a directly assigned representative, you’ll see their responsibility is created where the responsibility name includes the source template name and a unique, incremented number.

Create Responsibility Template with a person who is directly assigned from this template

The new Responsibility Templates page includes these enhancements:

• Search across responsibility templates by template name, code, or scope attribute value

• Use filter chips to search by status, from and to dates, usage, associated responsibility template, and Bypass preview option (for autoprovisioning).
• Table format for responsibility templates where:
  • Template Name column is sorted alphabetically, by default.
  • Sort results in ascending or descending order by clicking the relevant icon.
• New section to Assign by Criteria, when autoprovisioning is activated.
• Validation of directly assigned representatives is required when dynamic representative scope options are defined.

The new page is built using the Redwood toolset and offers better performance. You can take advantage of the cohesiveness through the application with the new page.

Steps to Enable

In order to work with the new Maintain Areas of Responsibility page, you must first enable the ORA_HCM_VBCS_PWA_ENABLED profile option. In addition, check if the ORA_PER_AOR_REDWOOD_ENABLED profile option is also enabled. By default, the profile option is delivered as disabled. If you want to use the Redwood Responsibility Templates page, you need to set the profile option to Yes.

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

1. Search for and click the Manage Administrator Profile Values task.
2. Search for and select the profile option:
3. Select the Level as Site.
4. Enter Yes in the Profile Value field.
5. Click Save and Close.

Tips And Considerations

• It’s recommended to use responsibility autoprovisioning for easier AOR maintenance.
• Use responsibility autoprovisioning if you have a large number of directly assigned representatives on a template.
• HDL support for Responsibility Templates is not available as of now.
• Approvals aren’t available for areas of responsibility templates, either in create or edit modes.
• It’s recommended to associate 1-5 representatives to a template for performance reasons. 
• Template details are independent of the person's responsibilities, and vice versa.
• After the initial creation of person-level areas of responsibilities, there’s no synchronization of the start date, end date or status fields of the person and template.
• Any changes to an area of responsibility template will be corrections to the content because AOR isn’t date-effective. There won’t be any history of the corrections, and modifications take effect immediately.
• You can't reactivate an inactive template. Once a template is inactivated, you’ll need to copy it to make updates. 
• You can select the same person multiple times in the Assign to People section. The Responsibility Template allows flexibility to support the following business scenarios:
  • You define an AOR template with the same scope items. You can create multiple responsibilities associated with the same template and then add the value of the Business Unit (or Department) for that person’s AOR.
  • Hierarchy Type is selected and required for the same Department hierarchy name, but you can leave the Top Node (not required on the AOR Template) to be defined at the person-level responsibility.

Key Resources

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

• Areas of Responsibility, Using Global Human Resources guide.
• Autoprovisioning Areas of Responsibility, What’s New 24B

For a listing of all profile options for the recreated pages across applications, see the following document in My Oracle Support:

• HCM Redwood Pages with Profile Options – MOS Document - 2922407.1

For more information on extending Redwood pages in HCM, refer to this feature announcement on the Oracle Help Center.

• Extending HCM Redwood Pages Using Visual Builder Studio (VBS).

Access Requirements

If you're an existing customer, then there are no changes to be made to your custom roles. New customers will have to assign the following aggregate privileges to their custom roles to access the new Responsibility Templates page.

Benefit from Redwood Additional Person Information Approval Support

The Change Personal Information approval rule has been enhanced to include a new subcategory for Additional Person Info specific to the Redwood Additional Person Info page. This subcategory will be delivered as set to Bypass ready-to-use, even if the Change Person Information rule isn't set to Bypass. This will allow you to configure this feature based on your approval requirements. The approval rule includes both current and proposed values of each flexfield segment that can be used for evaluation in the approval rule. If you want to apply an approval rule, you will need to configure the Change Person Information approval according to your requirement.

Change Personal Information: Additional Person Info Approval Rule

This enhancement gives you more control over whether to have an approval rule for changes made to the data on the Redwood Additional Person Info page.

Steps to Enable

You must first enable the ORA_PER_ADDITIONAL_PERSONAL_INFO_REDWOOD_ENABLED profile option for the Redwood Additional Person Info page.  

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

1. Search for and click the Manage Administrator Profile Values task.
2. Search for and select the ORA_PER_ADDITIONAL_PERSONAL_INFO_REDWOOD_ENABLED profile option.
3. Select the Level as Site.
4. In the Profile Value field, enter Yes.
5. Click Save and Close.

NOTE: You must also configure the Change Personal Information approval rule based on your requirement. For more information about configuring approval rules, see the links in the Key Resources section.

Tips And Considerations

• This new approval rule doesn't apply to the Responsive Additional Person Info page. So, if the Responsive Additional Person Information page is used, those transactions won't be sent for approval even if the Change Personal Information approval is configured.
• During your testing, it's important that all approvals are completed before switching the Redwood profile option ORA_PER_ADDITIONAL_PERSONAL_INFO_REDWOOD_ENABLED to Yes or No. The reason is that there can be unexpected results with using both the Redwood and Responsive pages when there are pending approvals.

Key Resources

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

• Chapter: Workflow Notifications and Approvals, Using Common Features for HCM guide

• HCM Approval Rules, Chapter: Workflow Notifications and Approvals, Using Common Features for HCM guide

For a listing of all profile options for the recreated pages across applications, see the following document in My Oracle Support:

• HCM Redwood Pages with Profile Options – MOS Document - 2922407.1

For more information on extending Redwood pages in HCM, see the following guide on the Oracle Help Center:

• Extending HCM Redwood Applications Using Visual Builder Studio 

Human Resources Replaced or Removed Features

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

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

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

Checklists and Onboarding to be Replaced with Journeys in Update 24D

We recommend that you start using Redwood Journeys that was introduced in Update 21A for onboarding, as Onboarding will no longer be available as on Update 24D. Reasons for making the move are:

• By default, the ORA_PER_JOURNEYS_ENABLED site-level profile option will be delivered on.

• The Onboarding and Checklists Tasks apps will no longer be available for use.

• Support will not be available for Responsive Checklist Tasks, Onboarding, and Allocated Checklist pages.

Journeys on the Home Page

Use Journeys to manage all journey categories, be it predefined or user-defined from a single place.

Steps to Enable

You need to enable the ORA_PER_JOURNEYS_ENABLED profile option to use the Journeys app. By default, this profile option is currently delivered as disabled.

To enable the profile option, follow these steps:

1. Navigate to the Setup and Maintenance work area.

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

3. Search and select the ORA_PER_JOURNEYS_ENABLED profile option.

4. Select the Level as Site.

5. Enter Y in the Profile Value field.

6. Click Save and Close.

Key Resources

For more information about implementing journeys, refer to the Implementing Journeys for HCM guide on Oracle Help Center.

Share Personal Info Task Is Removed

The Share Personal Info page has been removed and is no longer supported. Beginning in update 24B, you won't be able to access the task from quick actions, deep links, global search or person contextual actions.

Eliminating the Share Personal Info task reduces external access to employee information.

Steps to Enable

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

Tips And Considerations

We still support Share Data Access. Only the Share Personal Info task is being removed.

Workforce Directory Management

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

Redwood Experience for My Team

Enrich your user experience with the Team Activity Center, the new My Team page for Line Managers, developed using the Redwood tool set. The page provides your team’s employment, compensation, talent, positions, offers and requisitions details. You can perform various team-level tasks on this page, and it also provides easy access to other areas of the application (quick actions are only Redwood). From this page, you can access manager’s view of each team member’s My Spotlight (Activity Center) page.

To access this new page, go to the My Team tab and click the Team Activity Center quick action.

Navigation to the Team Activity Center page

The page displays useful analytics related to your team such as the percentage of headcount turnover for the year, skills, and goals to get a high-level view of your team’s performance and operational metrics. There’s also a Switch Team option to view the Team Activity Center pages of managers in your organization.

Analytics and Switch Team on Team Activity Center page

If you have any journeys with open tasks assigned to you, you can view them on the Team Activity Center page. It enables you to take relevant actions on the items assigned to you by redirecting you to the Journeys application. From the Applications section, you can quickly access other areas that are available in the My Team tab.

Communication and Applications section in the Team Activity Center page

Communications and Applications section in Team Activity Center page

The page offers four views: Workers, Positions, Offers, and Requisitions that you can select using the View filter.

View filter to select the data displayed on the page

Workers view is further categorized into three tabs. Here are more details about these tabs:

• Employment: This tab provides information about the workers in your team, worker type, their work location and manager relationship info. Expand the entry to view more details such as assignment number, job and position info, grade, and department. Click the ellipsis icon for quick actions that you can perform on the worker.
• Compensation: This tab provides compensation-related information such as their current salary, the salary range for their grade and their compa-ratio. Expand the entry to view more details such as their quartile, quintile, grade, salary start date, and range position.
• Talent: This tab provides information about the latest performance rating, risk of loss, impact of loss, candidate and succession plans of the worker.

Here's an image of the Employment tab when you select Workers in the View filter. The image highlights the expanded entry of a worker. The tabs to navigate within the view are also highlighted.

Workers view, Employment tab in the Team Activity Center page

Use the Team Actions button to initiate different team-level actions. Here are all the actions available and you can customize the actions that you see in this drop-down menu using the View More option.

Team Actions for initiating team level actions

If the Positions view, you can view information about the workers in a position, the incumbents, and their position names.

In the Requisitions view, if you have open requisitions for which you or your organization members are the hiring managers, you can view the recruiter, the number of people that can be hired for a requisition, the incumbents, department, number of people to be hired, location and so on.

In the Offers view, you can view information similar to the Employment tab of Workers view, but for people that have been extended offers to join your team.

On any view, you can click the employee’s name to view their Spotlight/Activity Center page, which is the Manager’s Spotlight.

The new Team Activity Center page offers all the details that you need about your team at one place along with the Redwood user experience.

Steps to Enable

To use the Team Activity Center page, enable the ORA_PER_MY_TEAM_REDWOOD_ENABLED profile option. It's disabled by default.

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

1. Search for and click the Manage Administrator Profile Values task.
2. Search for and select the profile option ORA_PER_MY_TEAM_REDWOOD_ENABLED.
3. Select the Level as Site.
4. In the Profile Value field, enter Yes.

Tips And Considerations

• You can personalize Redwood pages using Visual Builder Studio (VBS).
• The Quick Actions displayed are of Redwood enabled pages only.
• Vacancies and Taleo requisitions aren’t available in the Team Activity Center page.
• You need to set up the HCM position hierarchy to view info in the Positions view.
• You need to use Oracle Recruiting to view info in the Requisitions view.
• In all the views, clicking the position, requisition, offer, or a person's name will redirect you to the respective Redwood pages even if you haven't enabled them.
• In the responsive My Team page, you can view positions based on position and assignment hierarchies. But in the Team Activity Center page, you can view positions based only on the HCM position hierarchy.
• The default view of the page is Workers. You can change the default view using Business Rules. However, in Visual Builder Studio after you change the default view and try to preview it, you can't see your changes. You need to publish the changes and relaunch the page to change the default view.
• The filter chip result aggregate counts are for the signed in person. If you navigate to the Team Activity Center page of an employee reporting to you and use the filter chips, you will still see the aggregate counts for your organization and not of the employee reporting to you.

Key Resources

• Extending HCM Redwood Applications Using Visual Builder Studio
• How You Manage Your Team in the Using Global Human Resource guide

Access Requirements

Access to the new Redwood Team Activity Center page is controlled using the same security privileges that control access to the responsive My Team page, that is, you must be granted the Access FUSE My Team Page privilege (PER_FUSE_MY_TEAM_PRIV) through the custom Line Manager role.

My Spotlight Renamed to My Activity Center

The Redwood My Spotlight page is renamed to My Activity Center from this release. You can access the page using the My Activity Center quick action or the app tile in the Me tab.

My Activity Center quick action and the app tile in the Me tab

For details on what the My Activity Center page is and how you can use it, see the Redwood Experience for My Spotlight page what's new announcement.

The new My Activity Center page improves your user experience.

Steps to Enable

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

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. HCM Communicate requires a subscription to Fusion HCM Communicate Cloud Service. Customers must first subscribe to this service prior to using HCM Communicate.

Promote Learning in HCM Communicate

Encourage employees to participate in learning and development initiatives across their organization. Promote these learning and development initiatives using HCM Communicate with campaigns. You can use campaigns to notify learners about their required or recommended training modules, and provide links, details and motivation to complete them. By choosing the target audience and crafting compelling messages around the skills or knowledge they’ll gain, campaigns can increase voluntary sign-ups and engagement with learning content available. This helps drive employee participation and course completion rates.

Promote learning awareness

Motivate employees to participate in learning using targeted campaigns.

Steps to Enable

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

Access Requirements

Campaign managers need the Learning Specialist role to access this feature.

Evaluate Campaign Audience Process

We've renamed the Evaluates Eligibility Profiles process to Refresh HCM Communicate Audience because you can use both eligibility profiles and HCM lists to set filters on employee data. The name change more accurately reflects how you can use both methods to target a campaign audience.

New name for an existing process which you can use to see an accurate audience count before you launch a communication.

Steps to Enable

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

Syniverse SMS Integration

Use the SMS messaging provider Syniverse as a way of sending SMS messages using HCM Communicate. Syniverse is in addition to the existing SMS Twilio integration, giving you another option and more flexibility.

Utilize this new integration with an active license or contract for Syniverse's SMS services.

Manage SMS Configuration

Reach out to employees using multiple SMS messaging providers for a seamless customer communication experience.

Steps to Enable

Here’s how the campaign administrator configures the messaging provider:

Before you configure the SMS messaging provider, you need an account with Syniverse.

1. In the Setup and Maintenance work area, go to:
   • Offering: HCM Communicate
   • Functional Area:  Employee Communications
   • Task: Manage SMS Configuration
2. Select the option to Enable SMS Communications.
3. In the Manage SMS Configuration page, click Add.
4. Enter the basic provider account details.
5. Enter the message length, which is the maximum number of characters employees can receive as an SMS. If the campaign manager exceeds this character limit, the application won't send the employees any characters exceeding the limit.
6. Select the Add footer text in all SMS sent by campaign managers option if you want to add text to the end of an SMS. For example, you can add a note about how to unsubscribe from the SMS message. The footer text isn't visible to the campaign manager.
7. Enter the account details of the provider, Syniverse. Contact Syniverse for more information.
8. When you set up Syniverse as the provider, try testing the details using the Test Outbound Message button. Enter a mobile number and a message, then navigate to the Syniverse site and view the message.
9. Click Save and Close.
10. Activate the account on the Manage SMS Configuration page.

Tips And Considerations

You can have multiple SMS messaging providers, but only 1 active provider.

The Syniverse integration doesn't provide any SMS capabilities or credits through HCM Communicate directly. It connects into your existing Syniverse services.

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.

Global HCM Subject Area Enhancements

Enhance your reporting Global HCM OTBI with the addition of new attributes across multiple subject areas.

The newly added attributes include the following:

Additional attributes for reporting across Global HCM subject areas

Steps to Enable

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

New Subject Area - Position Budget

Augment your reporting on position budget data with the addition of the new subject area Workforce Management - Position Budget Real Time.

With this subject area you can report on the position budget details like name, start and end dates of the budget period, currency and so on. The key metrics include the allocated headcount, FTE and amount.

The dimensions based on the workforce structures like business unit, department and location are available to allow you to report on the various combinations based on which the position budgets are created.

Reporting on Position Budgeting setup data.

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).

Tips And Considerations

The subject area is secured by the following duty role

Reporting on Checklist Task Attachments

Enhance your reporting on checklists with the inclusion of the details related to checklist task attachments.

Workforce Management - Checklist Real Time is enhanced to include an additional sub folder under the checklist task details dimension that provides details of the attachments like File Name, size, media type and so on.

Checklist Task Attachments folder is added along with sub folders under the existing dimension Checklist Task Details

In addition, new metric named Attachments Count that provides the count of attachments under a task is also available.

Reporting on checklist task attachments

Steps to Enable

You don't need to do 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.

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.

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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 in the Controlled Availability programs!