Update 21D

Revision History

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

Date	Product	Feature	Notes
29 APR 2022	Career Development	Career Development Approval Transaction Aging Policy	Updated document. Revised feature information.
29 APR 2022	Goal Management	Goal Management Approval Transaction Aging Policy	Updated document. Revised feature information.
25 FEB 2022	Performance Management	Create Performance Documents For Worker Assignments Without Associated Jobs	Updated document. Feature delivered in update 21D.
25 FEB 2022	Performance Management	Control Managers Visibility of Employee Performance Documents	Updated document. Revised feature information.
25 FEB 2022	Performance Management	Substitute Performance Document Evaluators	Updated document. Revised feature information.
22 DEC 2021	Performance Management	Allow Workers to Choose to View Requested Feedback	Updated document. Revised feature information.
22 DEC 2021	Performance Management	Substitute Performance Document Evaluators	Updated document. Feature delivered in update 21D.
24 NOV 2021	Goal Management	Goal Management Approval Transaction Aging Policy	Updated document. Revised feature information.
24 NOV 2021	Performance Management	Control Managers Visibility of Employee Performance Documents	Updated document. Feature delivered in update 21D.
24 NOV 2021	Career Development	Career Development Approval Transaction Aging Policy	Updated document. Revised feature information.
29 OCT 2020	Performance Management	Multi-Threaded Eligibility Batch Process	Updated document. Revised feature information.
29 OCT 2020	Performance Management	Information Banners on HR Admin Pages	Updated document. Revised feature information.
24 SEP 2021	Questionnaire	Create Generic Surveys using Questionnaires	Updated document. Revised feature information.
24 SEP 2021	Succession Management	Additional Design Studio Support for Succession Plan and Talent Pool Pages	Updated document. Revised feature information.
24 SEP 2021	Succession Management	Section-Level Save on Succession Plan and Talent Pool Pages	Updated document. Revised feature information.
03 SEP 2021			Created initial document.

Overview

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

• Release Updates (21A, 21B, 21C, and 21D)
• Optional Monthly Maintenance Packs to each update

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

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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.

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Suggested Reading for all HCM Products:

• Human Resources What’s New – In the Global Human Resources section you will find features on the base application in which other application are built upon. 

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

• Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs (Document ID 1554838.1). These documents identify bug fixes and possible known issues. You will also need to review these documents based in the release update version you are currently on or will be moving to.
• Oracle Help Center – Here you will find guides, videos and searchable help.
• Release Readiness – New Feature Summary, What’s New, Feature Listing Spreadsheet, Spotlights and Release Training

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New in the body or title of the email.

Feature Summary

Talent Management

Questionnaire

Survey employees with our Questionnaires.

Create Generic Surveys using Questionnaires

You can now use questionnaires to create ad hoc, generic surveys that aren’t linked to specific HCM product flows such as performance or recruiting. For example, you can create an organization-wide annual survey to gather employee feedback on specific organization functions or create an end-of-project survey to understand customer satisfaction levels.

To create a general survey questionnaire, define a questionnaire template with the subscriber type as General Surveys and then create the questionnaire based on the template.

Here’s how you do it:

1. Go to the Setup and Maintenance work area, and select these options: 

• Setup: Workforce Development
• Functional Area: Questionnaires
• Task: Questionnaire Templates

2. Create a new questionnaire template. 

3. Select the subscriber as General Surveys.

New Subscriber: General Surveys

4. Select the folder as General Surveys.

5. Define the rest of the questionnaire template and save the template.

6. Next, go to the Setup and Maintenance work area, and search for the Questionnaires task. 

7. Select General Surveys from the Subscriber list. 

8. Click Create to create a new questionnaire.

9. Search for and select the new template that you just created.  

10. Click Edit and edit the basic information as needed. 

11. Select the folder as General Surveys. 

12. Add or modify questions as needed, and save the questionnaire. You can add any questions such as conditional questions, questions with images, or questions with date or text date type of responses.

You can now use this feature to easily create stand-alone surveys and publish them to participants.

Steps to Enable

You can use the existing questionnaire REST API object to read and manage questionnaires, questions and answers for general surveys.

In addition, HCM cloud now delivers these new set of REST API objects to create (POST), update (PATCH) or query (GET) responses in a general survey questionnaire:

• questionnaireParticipants
• questionnaireResponses (child object of questionnaireParticipants)
• questionResponses (child object of questionnaireParticipants)

Using these questionnaire API objects, you can:

• Create a questionnaire for the General Survey subscriber.
• Access the questionnaire and publish to specific participants.
• Post responses to the questionnaire.
• Retrieve responses from the questionnaire and view them.

Tips And Considerations

Responses posted to General Survey questionnaires are secured using a person security profile. You can only access responses created by participants you have access to through the person security profile.

You can access General Survey questionnaires and their responses by using only the available REST APIs. There are no other methods available to access or publish these questionnaires.

Key Resources

• For further details on creating questions and questionnaires, refer to the topic “Questionnaires” in Chapter 15, “Workforce Profiles” of the Implementing Global Human Resources guide.
• For details on REST APIs, refer to the Tasks section in the REST API for Oracle HCM Cloud guide in the Oracle Help Center.

Role Information

These security privileges are associated with the HCM Integration Specialist role to perform specific operations on the questionnaireParticipants REST API:

Security Privilege	Supported Operations
HRQ_REST_SERVICE_ACCESS_QUESTIONNAIRE_PARTICIPANTS_RO_PRIV	GET
HRQ_REST_SERVICE_ACCESS_QUESTIONNAIRE_PARTICIPANTS_PRIV	GET DESCRIBE CREATE UPDATE DELETE INVOKE

Career Development

Oracle Career Development provides tools for workers and managers to manage their career interests and development plans. These tools include recommendations on roles based on workers’ qualifications, comparisons to target roles and required development needs for workers. You can establish development goals and manage development progress, by managing the roles of interest for the worker and comprehensive development plan for workers.

You can now manage your near and long-term career development strategies using a development plan. Based on your role permissions, you can create and manage your development goals within your development plan. You can tag goals with Development Intents. Development Intents are tags that allow you to organize and track your goal towards future development.

Add Contextual Notes to a Development Goal

If your administrator has enabled the Notes section, you can add notes to your development goal or a goal of your team member to provide some additional information or comments about the goal.

Notes Section in a Development Goal

You can update and delete the notes that you added.

NOTE: You can manage development goal notes only in the drill-down mode.

If your administrator has enabled notes related notifications, you can get notifications for these use cases of development goal notes:

• Your manager adds a note to your development goal.
• Your manager deletes a note from your development goal.
• A person reporting to you adds a note to their goal.
• A person reporting to you deletes a note from their goal.

Notification for Manager When Team Member Adds a Note to a Development Goal

Add notes to your development goals and track progress made on development goals.

Steps to Enable

To configure notes for development goals as an administrator:

1. From the Actions menu in the Setup and Maintenance work area, select Go to Offerings.
2. Select the Workforce Development offering and click Opt In Features.
3. Edit the Career Development feature.
4. To show the Notes region for a development goal, enable Development Goal Notes.
5. To enable notifications for development goal notes:
   1. Edit Career Development Notification Options.
   2. Select any of these check boxes according to the notifications that you want to send:

• Manager creates a note for a worker goal
• Manager deletes a note for a worker goal
• Worker creates a note for a goal
• Worker deletes a note for a goal

6. Click Done.

Add Learning to a Development Goal When Approvals Are Enabled

Approval flow is triggered when you add a learning item to a development goal or remove it from a development goal.

NOTE: both approvals and learning items need to be enabled for development goals.

Learning Item Added to a Development Goal

Approval Triggered for Learning Item Added to Development Goal

Allow employees to seek approvals for their development goals with associated learning items.

Steps to Enable

To enable the learning section for development goals:

1. From the Actions menu in the Setup and Maintenance work area, select Go to Offerings.
2. Select the Workforce Development offering and click Opt In Features.
3. Edit the Career Development feature.
4. Enable Development Goal Learning.
5. Click Done.

To enable approvals for development goals:

1. Go to Navigator > Tools > Transaction Console.
2. Select the Approval Rules tab.
3. For the Approve Development Goal row, ensure that Bypass Approvals is cleared.

Career Development Approval Transaction Aging Policy

Until now only completed development goal transactions were archived. But from this release, you can also archive draft development goal transactions that haven’t been acted upon for a specific time period. Your administrators need to specify the time period in days after which these transactions are eligible for archiving using the ORA_HRC_ARCH_DRFT_DEVELOPMENT_GOALS profile option.

By default, the value of the ORA_HRC_ARCH_DRFT_DEVELOPMENT_GOALS profile option is set to 180 days. But your administrators can change it according to your organizational policy.

After specifying the profile option value, when your administrator runs the Refresh Transaction Administrator Console Transaction Status process, the status of the draft transactions that are older than the number of days defined in the ORA_HRC_ARCH_DRFT_DEVELOPMENT_GOALS profile option is set to Completed and become eligible for archiving.

Development goal transactions are archived according to the period you select in the Archive Transactions list of values for the Approve Development Goal rule. If you have opted not to archive development goal transactions, then you need to run the Archive Transaction Console Completed Transactions process to archive the completed goal transactions.

After the draft goals are archived, any changes made are reset and the development plan is set to its previous approval state.

Enhance maintenance of development goals by archiving draft development goal transactions. You can also improve the performance of Transaction Console by reducing the number of goals loaded.

Steps to Enable

To archive draft development goal transactions:

1. Navigate to the Setup and Maintenance work area.
2. Search for and select the Manage Administrator Profile Values task.  
3. Search for and select the ORA_HRC_ARCH_DRFT_DEVELOPMENT_GOALS profile option.
4. Set the Profile Value to the number of days you want to allow users to retain their draft development goal transactions.
5. Click Save and Close.

To run the Refresh Transaction Administrator Console Transaction Status process:

1. Click Navigator > Tools > Scheduled Processes.
2. On the Scheduled Processes Overview page, click Schedule New Process.
3. Leave the type as Job, then search for and select the Refresh Transaction Administrator Console Transaction Status process, and click OK.
4. Click OK.
5. In the Process Details dialog box, enter at least the required parameters, if any.
6. Click Submit.
7. Click OK to confirm.

NOTE: Note down the process ID for your submission so you can easily find it later.

To run the Archive Transaction Console Completed Transactions process, follow the steps listed for running the Refresh Transaction Administrator Console Transaction Status process. But remember to search and select the Archive Transaction Console Completed Transactions process.

Key Resources

For more information about Transaction Console, see this topic in the Implementing Talent Management Base guide:

• Chapter 14 Workforce Notifications and Approvals, How You Manage HCM Approval Transactions

Talent Review

Oracle Talent Review is an analytic product enabling your organization to review and evaluate data from the profile, performance, goals, career development, and compensation management solutions.

View All Ethnicities of a Worker on the Dashboard

From this release, if a member of the review population has identified themselves with multiple ethnic races, you can see all their ethnicities on the Talent Review dashboard. When you select the Ethnicity display option while conducting the meeting, the ethnicities are concatenated and displayed as a string in the display legend.

Multiple Ethnicities Shown in Ethnicity Legend

NOTE: To see ethnicity information, the template used to create the Talent Review meeting must have been configured to show the Ethnicity display option.

See more information about the members of the review population and enhance your talent review process.

Steps to Enable

To enable showing the Ethnicity display option on the Talent Review meeting dashboard:

1. Navigate to the Setup and Maintenance work area.
2. Search for and select the Configure Talent Review Dashboard Options task.  
3. Edit an existing template or create a new one.
4. In the Data Options section, enable the Ethnicity color code option.
5. Click Save and Close.

Succession Management

Oracle Succession Management helps to create succession plans to replace key personnel. Succession plans identify workers who are ready now, or can develop the necessary skills, for jobs and positions that aren't currently vacant, insuring, a smooth transition and help you to manage candidate development.

Send Succession Notifications Based on Data Security

From this release, the security access that succession plan owners have for plan candidates determines the notifications they get for assignment changes. Succession plan owners are notified about the assignment changes of a candidate only if they have access to the candidate whose assignment has changed.

NOTE: If the application isn’t able to determine the security access that a plan owner has for a candidate, then that plan owner won’t receive any notification about assignment changes of the candidate.

Limit the recipients of succession notifications by sending notifications about assignment changes of plan candidates only to the plan owners who have data security access to the candidates.

Steps to Enable

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

Tips And Considerations

• Plan owners get notifications only if both these conditions are true:
  • Candidates have an active status in the plan.
  • The succession plan is active.

• This table lists the attributes that are considered to determine if a candidate has moved to the plan role for the various types of succession plans.

Succession Plan Type	Attributes
Incumbent	Job, Department
Job	Job, Business Unit, Department, and Grade
Position	Position, Business Unit, and Department

Key Resources

For more information about alerts for succession plans, refer to this resource:

• Chapter 7, Succession Management Alerts section in the Implementing Talent Review and Succession Management guide

Additional Design Studio Support for Succession Plan and Talent Pool Pages

Use these additional attributes available for the Succession Plans action in Transaction Design Studio to personalize succession plan pages.

Attribute	Section	Data Source	Make Required / Not required	Make Visible / Not visible	Comments
Add to Talent Pool	Available Attributes	Plan Info	No	Yes	Applies to the check boxes and Add to Talent Pool button for adding selected candidates as talent pool members
Created By	Available Attributes	Plan Info	No	Yes
Creation Date	Available Attributes	Plan Info	No	Yes
Estimated Remaining Months	Available Attributes	Plan Info	Yes	Yes	Applies only for Incumbent based succession plans
Impact of Loss	Available Attributes	Plan Info	Yes	Yes	Applies only for Incumbent based succession plans. Mandatory indication is shown only for users who can edit the impact of loss value.
Risk of Loss	Available Attributes	Plan Info	Yes	Yes	Applies only for Incumbent based succession plans. Mandatory indication is shown only for users who can edit the risk of loss value.
Reason for Departure	Available Attributes	Plan Info	Yes	Yes	Applies only for Incumbent based succession plans
Impact of Loss	Available Attributes	Candidates	Yes	Yes	Mandatory indication is shown only for users who can edit the impact of loss value.
Risk of Loss	Available Attributes	Candidates	Yes	Yes	Mandatory indication is shown only for users who can edit the risk of loss value.
Willing to Relocate	Available Attributes	Candidates	No	Yes

Use these additional attributes available for the Talent Pools action in Transaction Design Studio to personalize talent pool pages.

Attribute	Section	Data Source	Make Required / Not required	Make Visible / Not visible	Comments
Willing to Relocate	Available Attributes	Members	No	Yes

Use the additional succession plan and talent pool attributes that are now included in Transaction Design Studio and enhance the configuration of succession plan and talent pool pages according to your organizational needs.

Steps to Enable

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

Tips And Considerations

The Development Goals region in  the Page Attributes section is no longer available to configure development goal attributes. Instead, use these attributes that are available in the Pool Info data source: 

• Add Development Goal

• Development Goals Section

• Remove Development Goal

Key Resources

For more information on using the Transaction Design Studio, refer to these resources:

• Chapter 26, HCM Experience Design Studio in the Implementing Talent Management Base guide.
• The Transaction Design Studio -What It Is and How It Works (Document 2504404.1) on My Oracle Support

Section-Level Save on Succession Plan and Talent Pool Pages

From this release, when you edit a talent pool or a succession plan, you can save the changes you make in the sections of succession plan and talent pool pages immediately. Use the section-level Save buttons to do this.

Section-Level Save Button in the Candidates Section of a Succession Plan

Section-Level Save Button in the Members Section of a Talent Pool

Also to add development goals to a talent pool, from this release, you need to click the Add button in the Development Goals section of the talent pool.

Add Button in the Development Goals Section of a Talent Pool

You can then select the development goal to add from the list of values.

Goal List of Values in Development Goals Section of Talent Pool

When editing, click Save to add the development goal. When you create a talent pool, click OK to add the development goal.

NOTE: The page-level Save buttons are no longer available when you edit a succession plan or a talent pool. You can see the page-level Save buttons only when you create a succession plan or a talent pool.

Save your changes immediately while updating your succession plans and talent pools and avoid loss of data.

Steps to Enable

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

Tips And Considerations

You now only have section-level save buttons when you edit a succession plan. So, you can refresh the Incumbents list shown for Job and Position type succession plans only by any of these actions:

• Click Refresh in the Incumbents section.

• Edit the succession plan, change any of these plan information details, and save your changes:

  • Business Unit

  • Department

  • Job

  • Job Grade

  • Position

Profile Management

Oracle Profile Management provides a common foundation for the talent suite of products and other Oracle Cloud applications to retrieve, insert, and update talent profile information. Profile Management also supports the HR specialists, line managers, matrix managers, and employees in performing critical HR talent functions. Managing people and job profiles, career planning functions, managing, and tracking talent data can be also done through Profile Management.

Provide Feedback for Other Workers Quick Action and Deep Link

Workers can now easily provide anytime feedback for other workers by using the Provide Feedback quick action, which takes them directly to the feedback page where they can search for the feedback recipient and provide their feedback, all on one page.

Here’s how:

1. Go to Me > Quick Action > Show More > Career and Performance > Provide Feedback.

Quick Action Page

2. Enter the feedback recipient’s full or partial name, and a list of matching names appear in the list. Select the person you want to provide feedback for.

Provide Feedback Page

NOTE: If you want to provide feedback for another recipient instead of the current one, click the Remove <recipient name> icon, and select another.

3. Select who can see your feedback. 
4. Enter your feedback comments. 
5. Click Submit.

There’s also a Provide Feedback by Worker deep link available for HR administrators under Tools > Deep Links. On the Deep Links page, they can search for “Provide Feedback” to view the link and then embed it in emails or other sites.

Link to Access the Provide Feedback Page

When a worker clicks the link, it takes them directly to the Provide Feedback page where they can select a person and provide feedback.

The Provide Feedback quick action provides a simpler navigation for workers to search for other workers and provide feedback.

HR administrators can embed the deep link in other applications or sites, which enables their workers to easily provide anytime feedback.

Steps to Enable

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

Key Resources

• For further details on anytime feedback, refer to the topic “Anytime Feedback” in Chapter 1, “Performance Evaluation” of the Using Performance Management guide in the Oracle Help Center.

Role Information

You must have the Manage HCM Person Note security privilege to view the Provide Feedback quick action and deep link.

Goal Management

Oracle Goal Management enables you to transform business objectives into goals across various organization levels, providing a clear line of sight from managers to employees. Business leaders can communicate high-level initiatives which managers can translate into goals for their employees.

Goal Management Approval Transaction Aging Policy

Until now only completed performance goal transactions were archived. But from this release, you can also archive draft performance goal transactions that haven’t been acted upon for a specific time period. Your administrators need to specify the time period in days after which these transactions are eligible for archiving using the ORA_HRC_ARCH_DRFT_PERFORMANCE_GOALS profile option.

By default the value of the ORA_HRC_ARCH_DRFT_PERFORMANCE_GOALS profile option is set to 180 days. But your administrators can change it according to your organizational policy.

After specifying the profile option value, when your administrator runs the Refresh Transaction Administrator Console Transaction Status process, the status of the draft transactions that are older than the number of days defined in the ORA_HRC_ARCH_DRFT_PERFORMANCE_GOALS profile option is set to Completed and become eligible for archiving.

Performance goal transactions are archived according to the period you select in the Archive Transactions list of values for the Approve Performance Goal rule. If you have opted not to archive performance goal transactions, then you need to run the Archive Transaction Console Completed Transactions process to archive the completed goal transactions.

After the draft goals are archived, any changes made are reset and the goal plan is set to its previous approval state.

Enhance maintenance of performance goals by archiving draft goals that users haven’t worked on. You can also improve the performance of Transaction Console by reducing the number of goals loaded.

Steps to Enable

To archive draft performance goal transactions:

1. Navigate to the Setup and Maintenance work area.
2. Search for and select the Manage Administrator Profile Values task.  
3. Search for and select the ORA_HRC_ARCH_DRFT_PERFORMANCE_GOALS profile option.
4. Set the Profile Value to the number of days you want to allow users to retain their draft performance goal transactions.
5. Click Save and Close.

To run the Refresh Transaction Administrator Console Transaction Status process:

1. Click Navigator > Tools > Scheduled Processes.
2. On the Scheduled Processes Overview page, click Schedule New Process.
3. Leave the type as Job, then search for and select the Refresh Transaction Administrator Console Transaction Status process, and click OK.
4. Click OK.
5. In the Process Details dialog box, enter at least the required parameters, if any.
6. Click Submit.
7. Click OK to confirm.

NOTE: Note down the process ID for your submission so you can easily find it later.

To run the Archive Transaction Console Completed Transactions process, follow the steps listed for running the Refresh Transaction Administrator Console Transaction Status process. But remember to search and select the Archive Transaction Console Completed Transactions process.

Key Resources

For more information about Transaction Console, see this topic in the Implementing Talent Management Base guide:

• Chapter 14 Workforce Notifications and Approvals, How You Manage HCM Approval Transactions

Enhanced Goal Plan Sort

If your administrator has enabled it, you can now sort the goals in your goal plan also by priority and category. You can see the priority sort options only if the Priority attribute is enabled for goals.

Performance Goal Sort Options

NOTE: The default sort option is Display Sequence.

Locate goals in a goal plan easily by using the additional sort options and manage your performance goals better.

Steps to Enable

To show the category and priority sort options for goals in a goal plan, use Transaction Design Studio as an administrator.

1. Enable a sandbox and then edit your pages at the Site level.
2. Open HCM Experience Design Studio.
3. Select the Transaction Design Studio tab.
4. From the Action list, select Performance Goal Details.
5. Add a rule.
6. Enter the basic details.
7. From the Region list of the Page Attributes section, select Worker Goals in Goal Plan.
8. Set these attributes to Visible:

• Goal Category Sort Options
• Goal Priority Sort Options

9. From the Data Source list of the Available Attributes section, ensure that Basic Information is selected.
10. Set the Priority attribute to Visible.
11. Click Save and Close.

Key Resources

For more information on using the Transaction Design Studio, refer to these resources:

• Chapter 26, HCM Experience Design Studio in the Implementing Talent Management Base guide.
• The Transaction Design Studio -What It Is and How It Works (Document 2504404.1) on My Oracle Support

Performance Management

Oracle Performance Management supports features and functions for measuring and reporting worker performance.

Substitute Performance Document Evaluators

As an HR specialist you can perform the manager tasks in a performance document to evaluate an employee's performance document on the manager's behalf. The HR specialist can also perform the employee tasks in a performance document, if the employee doesn't have access to the application.

Although using this feature you can see the employee's goals included in the performance document, you might not be able to edit them. You can edit the employee's goals only if you have security access to do so in the goal pages. This feature allows you to only edit the employee's ratings and comments and complete tasks.

Save time for managers and employees by allowing other users to carry out certain evaluation tasks on their behalf.

Steps to Enable

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

As a substitute performance document evaluator, here's what you need to have to utilize this feature:

1. The employee for whom you're performing the evaluation on in your security profile.
2. One of these privileges to access the employee's spotlight page:
   • View Performance Summary Data
   • View Check-In Document Data
   • Manage Check-In Data
3. The Manage Performance Document Data privilege to view performance document of which you're not the named performance document manager.
4. One of these privileges:
   • Evaluate Performance Document as Worker
   • Evaluate Performance Document as Manager

Tips And Considerations

Matrix managers and other admin users can also carry out these tasks as well as HR specialists. They access these actions from the employee's spotlight page only. HR specialists can also navigate to My Client Groups> Performance Document admin page.

The application continues to display the performance document manager as the person who performs the evaluation. For example, any notifications sent out will include the performance document manager, even if a different user carried out the task on behalf of the manager. If audit is enabled, then you can identify who actually performed the evaluation.

Role Information

The following table shows the aggregate privileges that support this feature and the predefined roles that inherit them. 

Aggregate Privilege	Duty Role	Job or Abstract Role
Evaluate Performance Document as Worker ORA_HRA_EVALUATE_PERFORMANCE_DOCUMENT_AS_WORKER	Performance Management HR Specialist ORA_HRA_PERFORMANCE_MGT_HR_SPECIALIST_DUTY	Human Resource Specialist
Evaluate Performance Document as Manager ORA_HRA_EVALUATE_PERFORMANCE_DOCUMENT_AS_MANAGER	Performance Management HR Specialist ORA_HRA_PERFORMANCE_MGT_HR_SPECIALIST_DUTY	Human Resource Specialist

 If you're 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.

Multi-Threaded Eligibility Batch Process

Quickly process an employee's eligibility for performance documents and check-ins using the multi-threaded Eligibility Batch Process. The process is enhanced with multi-threading capabilities to help organizations speed up the performance of their application. Although the new process is quicker, it now runs for one specific performance document at a time, rather than multiple performance documents.

View the log when the process completes and see the multi-threaded process in more detail.

Easily find the performance document or check-in template you want to process using the new field, Review Period.

Eligibility Batch Process Page with New Review Period Field

Speed up the performance of your application and help your organization run processes quickly by using the multi-threaded Eligibility Batch Process.

Steps to Enable

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

Tips And Considerations

If you previously scheduled batch processes using document type or start and end date for performance document eligibility, or used start and end date for check-ins, then they won't work. Make sure you reschedule new processes using the performance document name or check-in template name.

Information Banners on HR Admin Pages

Provide an extra bit of help for HR specialists by displaying an information banner on the administration pages for performance documents. The banner includes guidance on how to use the page to perform certain actions.

Information Banner on the Search Performance Document Page

This feature guides HR specialists through the administration pages for performance documents by providing some help.

Steps to Enable

Set up the information banner in the HCM Experience Design Studio. Select the Performance Management action and select the Page Information Banner attribute for any of these regions:

• Search Performance Documents
• Create Performance Documents
• Search Participant Feedback
• Performance Document Eligibility
• Process Mass Actions for Performance Documents
• Send Email Notification

 The default is for the banner not to display, so make sure you change the setting to Visible if you want it to appear on the page.

Notification for Automatically Populated Matrix Manager Participants In Performance Documents

If matrix managers are automatically populated as participants in an employee's performance document, then they're now sent a notification when the performance document is created. Previously, the matrix manager participants only received a notification if a request was also sent from the Manage Participant Feedback page.

Quickly access the performance document and start providing feedback immediately.

Steps to Enable

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

View More Details for Goals In Check-Ins

Enhance your experience when you view an employee's check-in and take advantage of these new features:

• View all the details for the goals included in the check-in, rather than just the basic details.
  • Includes the notes added in other check-ins or ones added directly through the goal.

• Edit goals in the check-in.

• Trigger approvals (if enabled).

• Show approvals (if enabled).

• Select a goal plan before selecting a goal as a discussion topic.

• See the name of a check-in associated with a note on a goal.
  • Find out if a goal note was created in a check-in when you view all the notes for an employee's development or performance goal in the Goal details page. You can tell if a note was created through the employee's Goal details page because it displays the text Goals. If it was created in a check-in, then the check-in name displays instead.

Goal Details Page

View more than just the basic details about the goals included in a check-in.

Steps to Enable

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

Request Feedback from Peers and Direct Reports

You can now easily request feedback from your peers and direct reports by selecting their names on the Request Feedback for Me page. When HR specialists and managers request feedback about a worker, they can select the worker's peers and direct reports, if available, as feedback providers.

Here’s an example of how to request feedback for yourself:

1. Go to Me > Quick Action > Show More > Career and Performance > Request Feedback.
2. In the Who do you want to ask section, click Select Peers.

Additional Options for Selecting Feedback Providers

3. Select the names of your peers from the list that appears. Click Select all to select everyone.

Select from a List of Peers

4. If you want to request feedback from your reports next, click Select Direct Reports. The list of direct reports appears below the list of peers.

NOTE: This button is available only if you have people reporting to you.

5. Select the names of your reports, and click Continue.
6. Enter details in the rest of the sections and submit the feedback request.

This enhancement helps you to quickly select peers or direct reports when requesting feedback.

Steps to Enable

As an administrator, you can display or hide the Select Peers and Select Direct Reports buttons using Transaction Design Studio. 

Here’s how: 

1. Activate a sandbox and page editing at the Site layer in Settings and Actions Menu > Edit Pages > Activate a sandbox.
2. On your Home page, go to My Client Groups > Quick Actions > HCM Experience Design Studio.
3. From the Action list, select Feedback.
4. Click Add to create a rule.
5. In the Basic Details section, enter a name and a description for the rule.
6. Select the Active check box to make the rule ready for use.
7. In the Page Attributes section, select the Who do you want to ask region.
8. Set the following attributes to Visible: 

• Add Peers
• Add Direct Reports

9. Click Save and Close.

Tips And Considerations

If you select the same feedback provider by searching for them, selecting them from peers, and selecting them from direct reports, only one feedback request is created for that person and not three.

Key Resources

• For further details on requested feedback, refer to the topic “Requested Feedback” in Chapter 1, “Performance Evaluation” of the Using Performance Management guide in the Oracle Help Center.

Allow Workers to Choose to View Requested Feedback

When workers request feedback from others, they can now choose to view the feedback response. Prior to this release, the feedback response was visible to them by default. Now, they can choose whether or not to view it using the Share feedback with me check box on the Request Feedback for Me page. This check box is selected by default.

This enhancement is also available when requesting feedback on goals.

Choose to View Feedback

If they choose to view the feedback response, it appears on their Feedback spotlight page.

Feedback providers are notified whether their response is shared with the worker.

Notification Sent to Feedback Provider

As an administrator, you can display or hide the Share feedback with me check box using Transaction Design Studio.

Here’s how:

1. Activate a sandbox and page editing at the Site layer in Settings and Actions Menu > Edit Pages > Activate a sandbox.
2. On your Home page, go to My Client Groups > Quick Actions > HCM Experience Design Studio.
3. From the Action list, select Feedback.
4. Click Add to create a rule.
5. In the Basic Details section, enter a name and a description for the rule.
6. Select the Active check box to make the rule ready for use.
7. In the Page Attributes section, select the Who do you want to ask region.
8. Set the Share feedback with employee check box attribute to Visible.
9. Click Save and Close. 

This option provides workers the flexibility to choose to view feedback responses on their Feedback spotlight page.

Steps to Enable

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

Key Resources

For further details on requested feedback, refer to the topic “Requested Feedback” in Chapter 1, “Performance Evaluation” of the Using Performance Management guide in the Oracle Help Center.

Control Managers Visibility of Employee Performance Documents

Decide if managers can view all the performance documents of employees they have access to, using the Manage Performance Document (Data) privilege. Without this privilege, managers can access the performance documents they manage only. As an example, you can give employee line managers access to all their employees' performance documents by assigning them the Manage Performance Document Data privilege. In the same example, by not assigning the privilege to matrix managers, you can limit them to viewing the performance documents for which they're the named performance document manager.

Control who has access to employees' performance documents using the Manage Performance Document Data privilege.

Steps to Enable

To take advantage of this feature, you have to edit the role with which you want to control access.

1. Go to the Security Console, select Roles, and search for the role you want to edit. For example, Line Manager or a custom role. Don't modify a predefined role, make a copy if you plan to edit it.
2. In the search results, select Edit Role on the role's Actions menu.
3. Click the Data Security Policies train stop.
4. In the dialog search box above the Privilege column, search for Manage Performance Document.
5. In the dialog search box above the Data Resource column, search for Person Work Terms Assignment.
6. Select to Remove the Data Security Policy.
7. Select the Summary train stop, and click Save and Close.

Edit Roles Window

Key Resources

For more information, go to the Security Reference for HCM guide on the Oracle Help Center and search for the Manage Performance Document (Data) privilege in the Data Security Policies topic.

Role Information

You must have the Manage Performance Document Data privilege.

Create Performance Documents For Worker Assignments Without Associated Jobs

Create a performance document for an employee's assignment even if it doesn't have a job attached to it. You no longer have to create a dummy job.

As long as the employee assignment is eligible for an anytime or standard performance document and has a manager, then you can go ahead.

Save time and effort by using this feature to create a performance document without creating a dummy job.

Steps to Enable

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

Transactional Business Intelligence for Talent Management

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.

Reporting on Talent Review Meeting Notes

A new sub folder called Meeting Notes is available under Talent Review Meeting Details. This sub folder allows you to report on the meeting notes and other details such as author, version number, visibility details, and note text that has been entered for the respective meetings.

Enhance your reporting on Talent Review Meeting with the inclusion of meeting notes to the Workforce Talent Review - Talent Review Meeting Real Time subject area.

Steps to Enable

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

IMPORTANT Actions and Considerations for Talent

REPLACED OR REMOVED FEATURES

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

Product	Removed Feature	Target Removal	Replacement Feature	Replaced In	Additional Information
	Nothing at this time.

_________________________

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

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

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

_________________________

KNOWN ISSUES / MONTHLY AND STATUTORY MAINTENANCE PACK

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

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

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

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

Controlled Availability for Talent

The following is a list of Controlled Availability features that are being offered by our Controlled Availability Program.

NOTE: These features are not generally available for all customers at this time. These are only available through the Controlled Availability Program and will require approval to become a part of the features program. To be a part of these programs you will be required to participate in testing and providing feedback. Some programs may require other participation as well.

Not to worry if you don't have to time to be a part of these early stage programs. You can uptake this feature when it is generally available for all customers. When these features are available for all customers you will see the features under their product headings as usual.

We invite you all to browse through the list of features to see if there are any features you are interested in implementing in advance of the features scheduled release. The table below will provide information on signing up for features. Please sign up soon, as these programs have limited availability and some are designed for specific types of customers.

The table below gives you a brief description of the features available and how to sign up. Some features are bigger than others, so for more information there may be a What's New describing the feature in more detail below this table.

We look forward to hearing your thoughts and ideas as you participate the Controlled Availability programs!

Product	Feature Name	Feature Description	Type of Customer Needed to Test	How to Sign Up	Controlled Availability Release	Is the Program Still Open?
Succession Management	Succession Organization Chart	View succession information in an organization chart format. You can view succession information about managers and their direct reports to determine if the current succession planning is adequate or needs to be enhanced. Additionally, you can add employees to existing plans or create new plans for them.	Customers must be: Live with HCM and don't need Assiginment-Level Security at this time, Part of the Oracle Search Controlled Availability Program.	You will need to log a Service Request (SR) in My Oracle Support to request to be part of this program.	21C	Yes
Career Development	Oracle Search-Based Explore Careers	Enable your employees to explore a wide range of career opportunities within your organization using Oracle Search powered by search term suggestions.	Part of the Oracle Search Controlled Availability Program. Need to be using Responsive Career Development pages	You will need to log a Service Request (SR) in My Oracle Support to request to be part of this program.	21D	Yes

Talent Controlled Availability

Oracle Search-Based Explore Careers

Oracle Search is a dedicated search engine available in your Human Capital Management Cloud environments. When you enable this for exploring careers, your users can gain these advantages:

• Search term suggestions
• Improved performance on search results
• Improved relevancy of results

When you enable Oracle Search, the term you enter in the career search is matched with these fields in the index:

• Profile Name
• Profile Description
• Job Description
• Job Responsibility
• Job Qualifications

Enable your employees to search for careers more easily using the search suggestions.

Steps to Enable

This feature uses Oracle Search, which is currently under controlled availability. You can see information on Oracle Search in the HCM Common 21A What's New Under Controlled Availability Features section.

To enable this feature, you will need to log a service request through My Oracle Support requesting to be part of the Controlled Availability Program. Please review and follow the instructions provided in this My Oracle Support document on how to take part in the Controlled Availability Program:

• How to Enable Oracle Search for Exploring Careers? (Doc ID 2800572.1)