Revision History

This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top.

The new functionality referenced in this document may not be immediately available to you if your organization has chosen not to receive optional monthly updates.  Rest assured you will receive the new functionality in the next quarterly update which is required and cumulative. Quarterly updates are applied in February, May, August, and November. As a one-off exception the February 2017 Quarterly update will be applied in March 2017.

.

Date

Feature

Notes

02 MAR 2018

Oracle Fusion Goal Management: Support for Purging Transient ESS Data

Updated feature details that were delivered new feature in the February quarterly update.

02 MAR 2018

Learning Cloud: Create a Direct Link to Learning Item

Delivered new feature in update 15 (March), which will also be included in the May quarterly update.

02 MAR 2018

Learning Cloud: Create an Offering Assignment When Editing Course Assignment

Delivered new feature in update 15 (March), which will also be included in the May quarterly update.

The following features are included in the February Quarterly update.

02 FEB 2018

Learning Cloud: Expected Effort Shown In NonCatalog Item Requests

Delivered new feature in the February quarterly update.

02 FEB 2018

Learning Cloud: Optional Description Field for Assignments and Initiatives

Delivered new feature in the February quarterly update.

02 FEB 2018

Learning Cloud: Email Learners from Learners Page

Delivered new feature in the February quarterly update.

02 FEB 2018

Learning Cloud: Automatic Creation of Assignment Name and Initiative Name

Delivered new feature in the February quarterly update.

02 FEB 2018

Learning Cloud: Configurable Weblink Content

Delivered new feature in the February quarterly update.

02 FEB 2018

Learning Cloud: Changed Offering Access Default

Delivered new feature in the February quarterly update.

02 FEB 2018

Oracle Fusion Goal Management: Support for Purging Transient ESS Data

Delivered new feature in the February quarterly update.

02 FEB 2018

Learning Cloud: View Approval Details

Delivered new feature in update 13 (January), which will also be included in the February quarterly update.

02 FEB 2018

Learning Cloud: Manage Value Calls from SCORM Content

Delivered new feature in update 13 (January), which will also be included in the February quarterly update.

02 FEB 2018

Learning Cloud: Content Number for Content

Delivered new feature in update 13 (January), which will also be included in the February quarterly update.

02 FEB 2018

Learning Cloud: Additional Search Parameters on Learners Page

Delivered new feature in update 13 (January), which will also be included in the February quarterly update.

01 DEC 2017

Learning Cloud: Manage Pricing for Catalog Items

Delivered new feature in update 12 (December), which will also be included in the February quarterly update.

01 DEC 2017

Learning Cloud: Manage Learning Request on Catalog Items

Delivered new feature in update 12 (December), which will also be included in the February quarterly update.

01 DEC 2017

Learning Cloud: Training Effort

Delivered new feature in update 12 (December), which will also be included in the February quarterly update.

01 DEC 2017

Learning Cloud: Create Activity by Copy

Delivered new feature in update 12 (December), which will also be included in the February quarterly update.

01 DEC 2017

Learning Cloud: Resize Player

Delivered new feature in update 12 (December), which will also be included in the February quarterly update.

01 DEC 2017

Learning Cloud: Manage Flexfields for Offerings

Delivered new feature in update 12 (December), which will also be included in the February quarterly update.

01 DEC 2017

Learning Cloud: Learning Access Control on Catalog Items

Delivered new feature in update 12 (December), which will also be included in the February quarterly update.

01 DEC 2017

Learning Cloud: Reason Code for Changing Status of Course or Activity

Delivered new feature in update 12 (December), which will also be included in the February quarterly update.

01 DEC 2017

Learning Cloud: Representative Added to Approval Rules

Delivered new feature in update 12 (December), which will also be included in the February quarterly update.

The following features are included in the November Quarterly update.

01 DEC 2017

Learning Cloud: Import Learning Data Using HDL

Updated documentation of feature in update 9 (September), which was in the November Quarterly.

06 OCT 2017

Oracle Fusion Performance Management: Add Participant Process Simplification

Delivered new feature in update 10 (October), which will also be included in the November quarterly update.

06 OCT 2017

Learning Cloud/ HCM Cloud Mobile: Enhanced Learn Class Player

Delivered new feature in update 10 (October), which will also be included in the November quarterly update.

01 SEP 2017

Learning Cloud/ HCM Cloud Mobile: Native Mobile

Delivered new feature in update 9 (September), which will also be included in the November quarterly update.

01 SEP 2017

Learning Cloud: Report Inappropriate Content

Delivered new feature in update 9 (September), which will also be included in the November quarterly update.

01 SEP 2017

Learning Cloud: Use YouTube Video Search

Delivered new feature in update 9 (September), which will also be included in the November quarterly update.

01 SEP 2017

Learning Cloud: Approve Learner-Contributed Content

Delivered new feature in update 9 (September), which will also be included in the November quarterly update.

01 SEP 2017

Learning Cloud: Manage Flexfields for Courses

Delivered new feature in update 9 (September), which will also be included in the November quarterly update.

01 SEP 2017

Learning Cloud: Manage Pricing for Catalog Items

Delivered new feature in update 9 (September), which will also be included in the November quarterly update.

01 SEP 2017

Learning Cloud: Manage Learning Communities in Learning Administrator Work Area

Delivered new feature in update 9 (September), which will also be included in the November quarterly update.

01 SEP 2017

Learning Cloud: Manage Learning Initiatives

Delivered new feature in update 9 (September), which will also be included in the November quarterly update.

01 SEP 2017

Learning Cloud: Define Assignment Rules for Courses

Delivered new feature in update 9 (September), which will also be included in the November quarterly update.

01 SEP 2017

Learning Cloud: Manage Learning Request on Catalog Items

Delivered new feature in update 9 (September), which will also be included in the November quarterly update.

01 SEP 2017

Learning Cloud: Assign Learners with New Page Composer Assignment Components

Delivered new feature in update 9 (September), which will also be included in the November quarterly update.

01 SEP 2017

Learning Cloud: Add Withdrawal Reason Code and Comments

Delivered new feature in update 9 (September), which will also be included in the November quarterly update.

01 SEP 2017

Learning Cloud: Learning Administrator Manages Learners Assignments

Delivered new feature in update 9 (September), which will also be included in the November quarterly update.

01 SEP 2017

Learning Cloud: Manage Learning Assignments for Courses

Delivered new feature in update 9 (September), which will also be included in the November quarterly update.

01 SEP 2017

Learning Cloud: Import Learning Data Using HDL

Delivered new feature in update 9 (September), which will also be included in the November quarterly update.

01 SEP 2017

Learning Cloud: Import Learning Content Items Using an API

Delivered new feature in update 9 (September), which will also be included in the November quarterly update.

01 SEP 2017

Learning Cloud: Flexible Security Configuration

Delivered new feature in update 9 (September), which will also be included in the November quarterly update.

The following features are included in the May Quarterly update.

05 MAY 2017

Oracle Fusion Talent Review Succession Management: Talent Review Submission Process

Delivered new feature in the May quarterly update.

05 MAY 2017

Learning Cloud/ HCM Cloud Mobile: Viewing Offline Learning in Oracle Learning Cloud

Delivered new feature in the May quarterly update.

05 MAY 2017

Learning Cloud/ HCM Cloud Mobile: Authenticating Offline Learning

Delivered new feature in the May quarterly update.

05 MAY 2017

Talent Common/ HCM Cloud Mobile: New My Day Format

Delivered new feature in the May quarterly update.

05 MAY 2017

Recruiting/ HCM Cloud Mobile: Simplified Hiring Manager Experience

Delivered new feature in the May quarterly update.

05 MAY 2017

Recruiting/ HCM Cloud Mobile: Additional Capabilities in HCM Mobile Composer

Delivered new feature in the May quarterly update.

05 MAY 2017

Oracle Fusion Goal Management: Worker Performance Goals Management on the Person Spotlight Page

Delivered new feature in the May quarterly update.

14 FEB 2017

All Oracle Fusion HCM Applications: Streamlined Navigation

Delivered new feature in update 1 (February), which will also be included in the March quarterly update.

14 FEB 2017

Oracle Fusion Talent Review Succession Management: New Show Details Dialog

Delivered new feature in update 1 (February), which will also be included in the March quarterly update.

14 FEB 2017

Oracle Fusion Talent Review Succession Management: Ability for Managers to Edit Succession Plan Details

Delivered new feature in update 1 (February), which will also be included in the March quarterly update.

14 FEB 2017

Oracle Fusion Talent Review Succession Management: Advance Search Option Hidden for Candidate and Member Search

Delivered new feature in update 1 (February), which will also be included in the March quarterly update.

14 FEB 2017

Oracle Fusion Talent Management: Person-Record Keyword Searches in Talent Management Applications

Delivered new feature in update 1 (February), which will also be included in the March quarterly update.

14 FEB 2017

Oracle Fusion Goal Management: User Access to a Worker Goals Summary on the Person Spotlight Page

Feature was included in the base release, however just made a documentation adjustment.

14 FEB 2017

Oracle Fusion Goal Management: Separated Data Role Management for Administrative Users of Goal Management

Document update. Revised feature description.

14 FEB 2017

Oracle Fusion Goal Management: Simplified My Organization Panel Tab

Document update. Revised feature description.

14 FEB 2017

Oracle Fusion Goal Management: Person-Record Keyword Searches

Document update. Revised feature description.

17 JAN 2017

Initial Document Creation

Overview

This guide outlines the information you need to know about new or improved functionality in Oracle HCM Cloud Release 12. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

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

Suggested Reading for all HCM Products:

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

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

Additional Optional Reading:

NOTE: All of these documents can be found on the Oracle Help Center at: https://cloud.oracle.com/saasreadiness/hcm under Human Capital Management Release Readiness.

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 Talent Management Cloud What’s New for Release 11 in the body or title of the email.

Release Feature Summary

Some of the new Release 12 features are automatically available to users after the upgrade and some require action from the user, the company administrator, or Oracle.

The table below offers a quick view of the actions required to enable each of the Release 12 features.

Action Required to Enable Feature

Feature

Automatically Available

End User Action Required

Administrator Action Required

Oracle Service Request Required

Talent Common Features

Approval and FYI Notification Personalization

Streamlined Navigation

Person-Record Keyword Searches in Talent Management Applications

New My Day Format

Learning Cloud

Learning Communities

Real – Time Reports

Report Inappropriate Content

Use YouTube Video Search

Approve Learner-Contributed Content

Manage Flexfields for Courses

Manage Pricing for Catalog Items

Manage Learning Communities in Learning Administrator Work Area

Manage Learning Initiatives

Define Assignment Rules for Courses

Manage Learning Request on Catalog Items

Assign Learners with New Page Composer Assignment Components

Add Withdrawal Reason Code and Comments

Learning Administrator Manages Learners Assignments

Manage Learning Assignments for Courses

Import Learning Data Using HDL

Import Learning Content Items Using an API

Flexible Security Configuration

Manage Pricing for Catalog Items

Manage Learning Request on Catalog Items

Training Effort

Create Activity by Copy

Resize Player

Manage Flexfields for Offerings

Learning Access Control on Catalog items

Reason Code for Changing Status of Course or Activity

Representative Added to Approval Rules

View Approval Details

Manage Value Calls from SCORM Content

Content Number for Content

Additional Search Parameters on Learners Page

Expected Effort Shown In NonCatalog Item Requests

Optional Description Field for Assignments and Initiatives

Email Learners from Learners Page

Automatic Creation of Assignment Name and Initiative Name

Configurable Weblink Content

Changed Offering Access Default

Create a Direct Link to Learning Item

Create an Offering Assignment When Editing Course Assignment

Mobile - Viewing Offline Learning in Oracle Learning Cloud

Mobile -Authenticating Offline Learning

Mobile -Native Mobile

Mobile - Enhanced Learn Class Player

Career Development

Enhanced User Interface for the Explore Roles Tile

New Careers Of Interest Tile

Enhanced Role Page

Enhanced Role Search Criteria

Goal Management

User Access to a Worker Goals Summary on the Person Spotlight Page

Separated Data Role Management for Administrative users of Goal Management

Simplified My Organization Panel Tab

Worker Performance Goals Management on the Person Spotlight Page

Support for Purging Transient ESS Data

Performance Management

Add Participant Process Simplification

Profile Management

Attachment Support for HCM Data Loader

Person-Record Keyword Searches

Recruiting

Simplified Hiring Manager Experience

Additional Capabilities in HCM Mobile Composer

Oracle Fusion Talent Review Succession Management

New Show Details Dialog

Ability for Managers to Edit Succession Plan Details

Advance Search Option Hidden for Candidate and Member Search

Talent Review Submission Process

Transactional Business Intelligence

New Subject Area for Workforce Learning: Workforce Learning Real Time

New Subject Area for Workforce Talent Review: Talent Review Tasks Real Time

Enhanced Subject Area: Goal Alignments Real Time

Enhanced Subject Area: Development Goal Overview Real Time

Enhanced Subject Area: Performance Task Status

Enhanced Subject Area: Person Profile

Enhanced Subject Area: Model Profile

New Dimension: Performance Document Participant

New Dimension: Criticality

New Dimension: Review Period

New Sample Analyses for Talent

Talent Management Common Features   

Features under this section are available to all talent applications.

Approval and FYI Notification Personalization

As a Human Resources Administrator, you can now personalize talent notifications.

Personalizing Notifications

Using the Oracle Page Composer, you can selectively show and hide various components of the notification, including fields, labels and regions.

Display Options

You can edit labels, color, and the page layout.

Content Style Options

You can also add custom text and external links to the page.

Steps to Enable

There are no steps necessary to enable this feature.

Streamlined Navigation

To simplify navigation for users and encourage usage of new user interface components, our delivered menu structures are changing.

The following menu items are moved from the Navigator and springboard to the simplified navigation:

New menu items available are:

Beginning with release 7, Oracle HCM Cloud has delivered enhanced pages and navigation to replace functionality available within the Person Gallery work area and the portrait pages.

The new Directory provides a robust search and an updated organization chart, replacing similar features which were available from Person Gallery. You can access additional worker details from the View More Details icon in the card view. The expanded card shows the same information available in the person Smart Navigation. The expanded card contains an additional subtab that includes the direct reports of the person you are viewing.

Actions previously available from Person Gallery are easily accessible from the Actions menu in Smart Navigation.

Actions Available from Smart Navigation

Worker details previously available from the Portrait pages are consolidated in the new feature, Person Spotlight. You can access Person Spotlight by clicking the name of a person in Directory, Smart Navigation, My Team, Team Talent, and Team Compensation pages.

Person Spotlight includes the following tabs:

Person Spotlight

Additional private details available such as addresses, payslips, benefit enrollments, compensation, and documents are available from About Me > Personal Information.

Personal Information

The following table details recommended navigation for information previously available on Portrait cards.

Portrait Card

Replacement Manager Navigation

Replacement Worker Navigation

Activities and Interests

Person Spotlight > <Person Name>: Public Information

Directory > Person Spotlight > Public Person

Availability

Manager Dashboard > Worker Availability

Time Management > Manage Planned Schedule

For more information, see the Role Information section in this document.

About Me > Time > Calendar

Benefits

N/A

About Me > Personal Information > Benefits

Career Planning

Person Spotlight > Career Planning

About Me > Career Planning

Contact Information

Person Spotlight > Public Person

Smart Navigation > Information

About Me > Personal Information > My Details

Compensation

Person Spotlight > Compensation

My Team > Team Compensation

About Me > Personal Information > Compensation

Development and Growth

Person Spotlight > Skills and Qualifications

Person Spotlight > Goals

My Team > Career Development

My Team > Goals

About Me > Skills and Qualifications

About Me > Goals

About Me > Career Development

Employment

Person Spotlight > Employment

About Me > Personal Information > Employment

Experience and Qualifications

Person Spotlight > Skills and Qualifications

Person Spotlight > Career Planning

Person Spotlight > Performance

About Me > Skills and Qualifications

About Me > Career Planning

About Me > Career Development

Payroll

N/A

About Me > Personal Information > Payroll

Personal Information

N/A

About Me > Personal Information > My Details

User Account Details

My Team > Manage Users

About Me > My Account

Steps to Enable

There are no steps necessary to enable this feature.

Role Information

The following table provides a summarized list of security privileges that grant access to Person Spotlight tabs and related navigation. Additional information about security changes for release 12 is available in the Upgrade Guide for Oracle HCM Cloud Release 12. The New in Release 12 column identifies privileges that were newly added in Release 12.

Tab

Required Role or Aggregate Privilege

New

Details

Public Person

Access Person Gallery

Grants access to the Public Person page

Career Planning

View Person Career Planning

Edit Person Career Planning

Yes

View privilege grants access to the Career Planning page

Edit privilege provides access to Edit button on page

Compensation

View Compensation Details for Worker

Grants access to the Compensation page

Employment Information

View Employment Information Summary

Grants access to the Employment Information page

Documents

Manage Person Documentation

Person Management

Grants access to Manage Document Records page for line managers and HR specialists

Manage Person Documentation by Worker

Grants access to Manage Document Records page for employees and contingent workers

Human Resource Analyst – Person View

Grants access to View Document Records page for page HR analysts

Goals

Manage Performance Goal by Worker

Yes

Grants access to Goals page for employees and contingent workers

Manage Performance Goal by Manager

Yes

Grants access to Goals page for line managers

Manage Performance Goal by HR

Yes

Grants access to Goals page for HR specialists

Performance

View Performance Summary

Yes

Grants access to Performance Summary page

Skills and Qualifications

View Person Skills and Qualifications

Edit Person Skills and Qualifications

Yes

View privilege grants access to Skills and Qualifications page

Edit privilege provides access to Edit button on page

Time Management > Manage Planned Schedule

Time and Labor Manager

Grants access to both view and manage a worker’s availability

Tips and Considerations

For customers who require a period of transition to the new navigation structure, access to Person Gallery and My Portrait can be configured through the Structure administration tool.

Select the Create Page Entry.

Create Page Entry

Enter the following information for each menu item.

Name

Person Gallery

My Portrait

Category

Directory

About Me

Link Type

Application Page

Application Page

Focus View ID

/PersonGallery

/MyPortrait

Web Application

hcmCore

hcmCore

Secured Resource Name

oracle.apps.hcm.people.gallery.ui.page.PeopleGalleryPageDef

oracle.apps.hcm.people.portrait.ui.page.MyPortraitPageDef

Application Stripe

hcm

hcm

Support for Person Gallery and My Portrait will be deprecated in the release following Release 12. If you have configured the Person Gallery pages, you should review each of the replacement navigation pages above to include similar configurations.

Key Resources

For more information, go to Applications Help for the following guides and topic:

Person-Record Keyword Searches in Talent Management Applications

You can now ensure consistency with person searches across Talent Management applications and improved application performance for regular searches. Person searches in Talent Management applications use the same keyword search engine used by the Person Management work area. The following Oracle Fusion Talent Management applications use the new search engine:

These applications no longer automatically append every person keyword search with %,with the exception of two person searches in Talent Review. By automatically appending the %,the search included the CONTAINS clause. Therefore, the search results included all person names that contained the search term. Now, all Talent Management applications search for the specific text only when you manually append the search term with the percent sign,%(without quote signs), the application search will include the CONTAINS clause.

Talent Review, however, has two exceptions to the person search: when using the Find Worker action from the dashboard, and adding an associated worker to a task. In both cases, search is limited to the reviewees in the current review population for the meeting.

Tips and Considerations

The following table shows the person keyword exceptions and record keyword searches in Talent Review that use the same search engine as the Person Management work area.

Task

Search Page or Dialog Box

Navigation

Find Worker

Search and Select: Name

Select Find Worker on the Talent Review dashboard, then in the Name field on the Find Worker dialog box, click Search

Add Associated Worker to a task

Search and Select: Associated Worker

On the Manage Notes and Tasks page, in the Tasks section, in the Associated Worker field, click Search.

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

For more information, go to Applications Help for the following topic:

HCM Cloud Mobile

New My Day Format

With My Day you are now notified of upcoming meetings and events. You can also view corporate announcements and Talent Ticker spotlights for employment milestones and important dates.

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

For additional information see Application Help for the following topic:

Learning and Development

Learning Cloud

Oracle Learning Cloud enables you to make a transformational shift in learning delivery. Subject matter experts in your organization can easily publish videos and assemble tutorials to deliver on-demand and social learning. Collaboration features encourage continuous community feedback.

Learning Communities

Create and join top-down or collaborative learning communities to bring together groups of learners around a specific business objective. For example, you can create communities for Sales Training for 2016, New Hire Training or other community topics. Community members can recommend learning items to other members and collaborate socially within the community. Communities can be public, restricted or secret. You can setup communities to enable members to contribute learning items or restrict the contribution to only community managers.

The following screen capture illustrates how you join a public learning community as you review the community learning catalog and view the trailer.

Joining a Public Learning Community

Manage a Learning Community

Creating a Learning Community

Steps to Enable

No steps are necessary to enable this feature.

Role Information

The following table identifies the Oracle Learning Cloud function security privilege that you need to add to the Employee abstract role.

Transaction Analysis Duty Role Name

Transaction Analysis Duty Role Code

Manage Learning Community

WLF_MANAGE_LEARNING_COMMUNITIES

Key Resources

For more information, go to Applications Help for the following white paper on My Oracle Support:

Real -Time Reports

Use the Learning subject areas to report on learning assignments and create compliance-oriented reports. Additionally, you can create reports for learning engagement data related to videos and tutorials.

Steps to Enable

No steps are necessary to enable this feature.

Role Information

To enable human resource analysts to use the Real-Time Reports feature, you add the following transaction analysis duty role to the Human Resource Analyst job role:

Transaction Analysis Duty Role Name

Transaction Analysis Duty Role Code

Learning Transaction Analysis Duty

FBI_LEARNING_TRANSACTION_ANALYSIS_DUTY

If you already have a custom version of the predefined Human Resource Analyst job role, then you can add this transaction analysis duty role to your existing custom role. See the Upgrade Guide for Oracle HCM Cloud Applications Security (My Oracle Support document ID 2023523.1) for instructions on adding new transaction analysis duty roles to existing job or abstract roles.

If you are not currently using a custom version of the Human Resource Analyst job role, then you need to create a custom role. You cannot add this transaction analysis duty role to the predefined Human Resource Analyst job role.

To create a custom Human Resource Analyst job role, you can do one of the following:

Report Inappropriate Content

Report inappropriate content if it violates organizational guidelines. The application sends a notification to the HR Administrator and content owner. The HR Administrator can review the learning content and then disposition the content appropriately.

Report Inappropriate Content on the Tutorial

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

To get started, review the following information on My Oracle Support about provisioning and configuration:

For more information on this feature, go to Applications Help for the following topic:

Use YouTube Video Search

Enable YouTube Video Search so that learners can search for YouTube videos and use them when creating the tutorials or videos. Learning Administrator can configure the YouTube Video Search and specify parameters such as restricting the videos, license type, maximum search result size, publisher channel or regions.

Search for YouTube Videos and Add them to a Section in the Tutorial

Steps to Enable

The Administrator configures the YouTube Video Search provider.

Setup External Providers

Configure YouTube Video Search

Key Resources

For more information on this feature, go to Applications Help for the following topic:

Approve Learner-Contributed Content

Control and maintain quality of the learner-created content with the new approval functionality. The content goes through an approval process before it is made available to all other learners. Use HCM transactions approval management to setup complex approval patterns. Track the approval status of your published items directly from the application and approve from the notification worklist or from the Manage Learners page Contributions content area.

Approval Rules for a Learning Item

Pending Approval Items in the Contributions Content Area in the My Learning Page

Steps to Enable

The learning administrator defines setting in the Global Learning Settings page. The default setting in the transaction management is that any learning item published by any employee does not need any approval.

  1. From the Setup and Maintenance menu, go to Manage Approval Transactions for Human Capital Management.
  2. Search for Learning and then click Configure for the Learning Item Contribution row.

Manage Flexfields for Courses

Configure specific fields on courses that is specific to your organization. Learning administrators can use those fields when adding information to courses and learners can use them as search parameters when they search.

 

Configuring and Defining the Flexfields in a Course

Steps to Enable

There are no steps necessary to enable this feature.

Manage Pricing for Catalog Items

With the new Price field in the Course, Offering, and Specialization Details pages, the Learning Administrator can capture pricing details of catalog items and users can estimate the training costs.

The Price Field Added to a Course, Offering, and Specialization Details Page

Steps to Enable

There are no steps necessary to enable this feature.

Manage Learning Communities in Learning Administrator Work Area

Learning administrators can now create and manage learning communities from the Administrator work area. A learning specialist can work as an administrator for a learning community. After selecting a community from the catalog, you can administer your community from the Community Details page.

Administrator Work Area

Steps to Enable

There are no steps necessary to enable this feature.

Manage Learning Initiatives

Create assignments for an offering, course, and specialization automatically by creating a learning initiative. Assign a learning item to a specific group of learners for a specific period. The learning initiatives can be used for required or voluntary assignments, for external and internal certifications, ongoing trainings such as Business and Ethics training and Data Security training. Enroll learners automatically into training by using an initiative.

Creating a Required Learning Initiative

Defining the Advanced Rules for a Learning Initiative

Steps to Enable

There are no steps necessary to enable this feature.

Define Assignment Rules for Courses

Learning administrators can define advanced rules on course assignments aspects such as validity, expiration, and renewal of the assignment. Thereby facilitating the learning administrators to manage internal and external certifications, managers secure their organization with certifications, and the individual learners track the certification period. You can define the course is valid from completion date or from due date and renew the course for a specific period.

Defining Assignment Rules for Courses

Steps to Enable

There are no steps necessary to enable this feature.

Manage Learning Request on Catalog Items

Learning Administrators can now set up Courses and Offerings so the learner or manager will have to request assignment for the learner instead of assigning the learner directly to the Course or Offering.

These requests are routed to the Learning Administrator who can use the information in deciding to add new courses and offerings to the catalog. Enforce any learner or manager to first request an assignment on courses or offerings.

Requesting a Learning Item

Specifying Details when Requesting a Learning Item

Steps to Enable

The learning administrator defines the initial status of learner-requested assignments to Active.

Tips and Considerations

A learning administrator must approve and activate the requested assignments.

Assign Learners with New Page Composer Assignment Components

Using the two new Page Composer Components Required Assignment and Voluntary Assignment, learners can be assigned Learning Items from almost anywhere in HCM application. For example embed the Required or Voluntary Assignment component in the context of a goal or performance review. Managers or learners can create required or voluntary assignments and track the completion. Advanced configuration allows the implementer to lock an HCM flow for a user (such as submission of a compensation plan) until they complete specific required learning items.

Configuring and Defining the Assignment Component

The Assignment Component Embedded in the Performance Review Page

Steps to Enable

Using Page Composer, you must embed the Required Assignment component and Voluntary Assignment component into the application page the same way as with existing Learning components.

Key Resources

Add Withdrawal Reason Code and Comments

Provide a reason and comments when the learner is withdrawn from a course, offering, or specialization.

Withdrawing Learners from an Assignment

Steps to Enable

There are no steps necessary to enable this feature.

Learning Administrator Manages Learners Assignments

Manage your learners, their assignments and initiatives in the Learners page of Administrator work area. You can also add completion and withdrawal dates to the assignment and manage learning requests from your learners, or you can even mark completion of a course for a learner when you have an exemption reason.

Manage Learning Assignments in the Learners Page of the Administrator Work Area

Marking the Learner Assignment as Complete

Steps to Enable

There are no steps necessary to enable this feature.

Manage Learning Assignments for Courses

Assign a course as well as an offering or specialization to a learner. If the learner is assigned a course, they can decide which offering for the course they would like to attend.

Learners Content Area in My Learning Page Where You Can Track Your Assignments

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

If a learning administrator wants to let the learner decide which offering is most convenient for the learner, then the administrator assigns the learner to the course.

If the learning administrator wants a learner to join a specific offering for the course, then the administrator should assign the learner to the offering.

Import Learning Data Using HDL

Use HCM Data Loader to import learning items from third-party Learning Management Systems. Also use it for importing new or existing learning records into Oracle Learning Cloud. For example, import and update the employee's learning records, import legacy courses and offerings and display them in the employee's learning history.

Import Data Using the HCM Data Loader

Steps to Enable

There are no steps necessary to enable this feature.

Import Learning Content Items Using an API

Using the REST API it is possible to bulk upload videos, e-learning content, PDF documents and weblinks to Learning Cloud.

Steps to Enable

This feature requires the usage of a client tool for now.

Flexible Security Configuration

Define application users using security roles and privileges and enable them to perform various tasks in the application.

The standard seeded roles for Learner, Learner Manager, and Learning Administrator are based on functional and aggregate privileges.

You have the flexibility to create custom roles using the Learner, Learner Manager, and Learning Administrator roles restricting the access to features and data in the application.

Steps to Enable

There are no steps necessary to enable this feature.

Manage Pricing for Catalog Items

Attach a price to an offering. The learning administrator can set prices on offerings and on offering access groups to customize the price for specific user populations. Pricing line items are configurable and extensible to facilitate detailed pricing, for example you can have a pricing line item for the actual cost, and another for related travel costs.

The total price for a learning item is recorded on the learner's assignment record upon completion of the assignment for historical and reporting purposes.

Offering Prices in a Course

Setting Default Offering Price at Course Level

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

The learning administrator can override the offerings price by adding a new price to the offering’s access group. The price can consist of several line items such as training price, price for materials, travel and accommodation.

Manage Learning Request on Catalog Items

Set up courses, offerings and specializations to determine how a learner can be signed up. The learning administrator can set courses, offerings and specializations to active, which means learners can be signed up immediately, or the learning administrator can set them to requested, which means the learner will have to request signup.

If a course, offering, or specialization is set to requested, the request for signup first goes through an approval process and then it has to be activated by the learning administrator.

Learners can request both existing courses, offerings, and specializations and they can request new ones to be added to the catalog.

Offering Needing Request and Offering Available for Signup

Steps to Enable

The learning administrator has to set the initial status of learner-requested assignments or manager-requested assignments to Requested for the request functionality to be available.

Tips and Considerations

When the learning administrator activates a request for a learner to be signed up for a course, the learning administrator can sign the learner up for an offering at the same time.

The learning administrator will sign the learner up for an existing or newly created course, when the learning administrator activates a request for a noncatalog item.

Training Effort

Inform learners of expected time spent on training and record time spent by the learner on training. Maximum expected effort and minimum expected effort gives the learner guidance on the time needed to complete a course and expected effort gives guidance on the time needed to complete each activity in the offering.

After completing the training, the actual effort is registered for each learner. Self-paced learning is automatically registered by the application and Instructor-led training is manually added by the learning administrator.

Expected Effort for an Offering (in the background minimum and maximum effort for the course)

Steps to Enable

There are no steps necessary to enable this feature.

Create Activity by Copy

Save time and effort by copying an existing activity and then editing it as needed.

Copying an Activity to Create another Activity

Steps to Enable

There are no steps to enable this feature.

Tips and Considerations

All fields from the existing activity is copied directly to the new activity, except the activity name which is appended with Copy of.

Resize Player

Adjust the height of the online content player to fit height of the SCORM content packages if they don't adjust automatically within the allotted space.

Steps to Enable

There are no steps to enable this feature.

Manage Flexfields for Offerings

Configure specific fields on offerings that is specific to your organization and capture additional information. Learning administrators can use those fields when adding information to offerings and can also use the flex fields in Advanced Search. Learners can view the flexfields and their values in the offering details page.

Configuring and Defining Flexfields in an Offering

Steps to Enable

There are no steps necessary to enable this feature.

Learning Access Control on Catalog Items

Control learner's access to the catalog items: courses, offerings and specializations. The learning administrator can control if the learner can find a catalog item and how much information is visible to the learner before signing up. Access can be set so all information is visible when searching, only summary information is visible or the catalog item is not visible at all. The learning administrator can set default access at program, specialization, course, and offerings level.

Learner Access Defined for an Offering

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

Access control rules only apply prior to having an active assignment on a learning item.

Reason Code for Changing activity Status of Course Status

Give a Reason Code when changing the status for an activity or a course. The Reason Code will help the learning administrator keep track of why a status change was made.

Adding a Reason Code to an Activity Change

Steps to Enable

There are no steps to enable this feature.

Tips and Considerations

When the learning administrator adds a reason code for changing the course status, he or she can also add an additional text describing the change.

Representative Added to Approval Rules

Use the new type of approver, Representative, when defining the Learning Request approvals flow. The Representative is a person associated with the learner, for example, the HR contact for the learner.

Approval Rules for a Learning Item

Steps to Enable

The learning administrator defines setting in the Global Learning Settings page. The default setting in the transaction management is that any learning item published by any employee does not need any approval.

  1. From the Setup and Maintenance menu, go to Manage Approval Transactions for Human Capital Management.
  2. Search for Learning and then click Configure for the Learning Item Contribution row.

View Approval Details

The manager and learning administrator can now view the approval details for Requested, Request Rejected, and Request Approved assignments for people in their management chain.

View Approval Details

Steps to Enable

There are no steps necessary to enable this feature.

Manage Value Calls from SCORM Content

Manage when value calls are sent from the SCORM content to the server by configuring an attribute on the content details page.

Manage When Value Calls are sent from SCORM Content to Server

Steps to Enable

There are no steps necessary to enable this feature.

Content Number for Content

Reference the content with the content number generated by the application and shown on the content details page.

Content Number for Content on the Content Details Page

Steps to Enable

There are no steps necessary to enable this feature.

Additional Search Parameters on Learners Page

Experience a better search for people in the Learners content areas by using the additional search parameters. The set of search parameters are now similar to what is found in Person Directory.

 

Additional Search Parameters in the Learners Content Area

Steps to Enable

There are no steps necessary to enable this feature.

Expected Effort Shown In NonCatalog Item Requests

View the expected training hours when working with a noncatalog learning item request as a learning administrator.

Expected Effort in Noncatalog Learning Items

Steps to Enable

There are no steps necessary to enable this feature.

Optional Description Field for Assignments and Initiatives

Create an assignment or initiative without providing the Description because it is no longer a required field.

Optional Description Field When Creating Assignments and Initiatives

Steps to Enable

There are no steps necessary to enable this feature.

Email Learners from Learners Page

Send an email to learners and managers directly from the Learners page in the Administrator work area.

Send Email from Learners Page in the Administrator Work Area

Steps to Enable

There are no steps necessary to enable this feature.

Automatic Creation of Assignment Name and Initiative Name

Find the assignment name and initiative name appearing automatically when you create an assignment or an initiative. This helps you create an assignment or initiative faster.

The names are in the following format:

Adhoc Assignment <Current Date>

<Learning Item Title> <Current Date>

Assignment Name Appearing During Creation of Assignment

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

The learning administrator can retain the assignment or initiative name or modify it as required.

Configurable Weblink Content

Configure the weblink content to mark the learner as completed or incomplete on the assignment when the weblink is opened. If you don’t select the option, the learning item is not marked as complete for the learner and the learning administrator has to mark the completion manually.

Configuring Weblink for Marking Completion of Learning Item

Steps to Enable

There are no steps necessary to enable this feature.

Changed Offering Access Default

The default for offerings access groups is now taken from the system default. Earlier the default for offering access groups was taken from the course default access group.

Manage Default Access for Offerings

Steps to Enable

There are no steps necessary to enable this feature.

Create a Direct Link to Learning Item

Use Page Composer to display a link to a learning item. You can then copy and paste this link to an email message or notification. Recipients can use the link to get direct access to the learning item from the email or notification.

Link to a Learning Item

Steps to Enable

To make a learning item link visible to learners, place a direct link to the learning item on a Learning Cloud page using Page Composer.

  1. Open Page Composer in Source View mode, and select the area in which you want to place a learning item link.
  2. Add the HTML element to the page.
  3. Edit the HTML element.
  4. Select the Expression Builder for the Value.
  5. Copy and paste the Deep Link Page Composer snippet.
  6. Close the configuration window and confirm that the link displays in Source View mode.
  7. Close Source View mode, and confirm the link displays properly on the page to end users.

Tips and Considerations

A good place to put the link is in a panelGroupLayout: vertical layout.

Key Resources

Refer to the document called “Using Oracle Learning Cloud Features” on My Oracle Support (MOS) for examples of Page Composer Snippets.

Create an Offering Assignment When Editing Course Assignment

View and add offering assignments when you are editing an assignment at the course level. This allows you to quickly and easily sign a learner up for an offering if they were not already signed up as part of the course assignment.

Create an Offering Assignment

Steps to Enable

There are no steps necessary to enable this feature.

HCM Cloud Mobile

Viewing Offline Learning in Oracle Learning Cloud

You can now save and view learning assignments and access them at your convenience.

Offline Learning on your Mobile Device

Steps to Enable

There are no steps needed to enable this feature.

Key Resources

For more information see the follow topic in Application Help:

Authenticating Offline Learning

You can now enhance security by using fingerprint authentication for viewing offline learning. Authenticate using the following options:

Steps to Enable

There are no steps needed to enable this feature.

Key Resources

For more information see the follow topic in Application Help:

Native Mobile

Accelerate learning using the Oracle HCM Cloud native mobile application, which provides the ability for the learner to complete and review required items from the convenience of their mobile device. With offline support, learners can complete their learning at any time. When a device connects online again, it synchronizes the learning assignment progress and completion status with the server.

 

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

To get started, review the following information on My Oracle Support about provisioning and configuration:

Enhanced Learn Class Player

Use the enhanced Learn feature in Android by accessing the offering details page, where you can view, start, or resume offering activities. Now, you can give your feedback and submit an evaluation.

Steps to Enable

To use the Learning feature, the profile option TAP_ENABLE_LEARN must be set to Y.

Career and Succession

Career Development

Oracle Fusion Career Development provides tools for workers and managers to manage their career interests and development plan. These tools include:

Enhanced User Interface for the Explore Roles Tile

Recommend roles using the new user interface for the Explore Roles tile. Use the new UI for the Explore Roles tile to view:

Explore Roles Tile on the My Career Development Page

Explore Roles Tile on the Career Development Page

Steps to Enable

There are no steps necessary to enable this feature.

New Careers of Interest Tile

Help workers to view their roles of interest in the new Careers of Interest tile. Workers can now use the new tile to review or remove roles added to their Careers of Interest list.

Careers of Interest Tile on the My Career Development Page

Careers of Interest Tile on the Career Development Page

Steps to Enable

There are no steps necessary to enable this feature.

Enhanced Role Page

Improve the user experience with the enhanced role page. Help managers and workers to identify role requirements, view potential areas for development, and add goals to address any development areas. Help managers to recommend the role to a report. Help workers to add the role to the careers of interest list and identify colleagues in the role to mark them as favorites for future interactions.

Enhanced Role Page

Steps to Enable

There are no steps necessary to enable this feature.

Enhanced Role Search Criteria

Expand the search results for roles in the organization using the enhanced search criteria in the Explore Roles tile. You can now enter and search for any text in the search box, and find all roles that contain that text in their title.

Enhanced Search Criteria on the Explore Roles Tile

Steps to Enable

There are no steps necessary to enable this feature.

Goal Management

Using Oracle Fusion Goal Management, you can 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.

User Access to a Worker Goals Summary on the Person Spotlight Page

You can now enable users to access the summary of a worker’s performance goals on the worker’s Person Spotlight page. Depending on your role and security privileges, you can view the goal-related content on the Goals tab on a worker’s Person Spotlight page. Use role delegation to allow other users to access a worker’s Person Spotlight page and view goal data.

The Goals tab is available on a worker’s Person Spotlight page only if your role is assigned a person security profile that allows access to the worker’s data and inherits one of the following aggregate privileges:

Goals Tab on the Worker’s Person Spotlight Page

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

Separated Data Role Management for Administrative Users of Goal Management

You can now create separate data roles for users who administer worker performance goals data. These data roles must be based on a role that inherits the Manage Performance Goal by HR aggregate privilege.

Data security implementation for administrative tasks in Goal Management is now separate from that used in other products in Talent Management. This design allows independent configuration of data security policies for administrative users of Goal Management.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

Administrative users can delegate their functional and data security privileges to other users by using role delegation. When you delegate a data role that inherits the Manage Performance Goal by HR aggregate privilege to another user, the user can access the worker population defined by the person security profile assigned to the data role and the following pages in the Goals work area:

You delegate a role to another user on the Edit User Account Details page. To open the Edit User Account Details page, select About Me > My Account on the Home page.

Simplified My Organization Panel Tab

You can now use the simplified My Organization panel tab in the Goals work area to view people in your organization. To simplify the tab and enhance the user experience, the My Dotted-Line Reports section was removed from the My Organization option on the My Organization panel tab. To view dotted-line reports, managers can continue using the Dotted-Line Reports option on the View menu on the My Team Goals page.

The Simplified My Organization Option on the My Organization Panel Tab in the Goals Work Area

Steps to Enable

There are no steps necessary to enable this feature.

Worker Performance Goals Management on the Person Spotlight Page

You can now enable users to access a worker’s Goals page on the worker’s Person Spotlight page. Depending on your role and security privileges, you can view and manage the goal-related content on the Goals tab on the Person Spotlight page. The Goals tab is available on the Person Spotlight page only if your role is assigned a person security profile that allows access to the worker’s data and inherits one of the following aggregate privileges:

Goals Tab on a Worker’s Person Spotlight Page

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

Users who have access to a worker’s Person Spotlight page can delegate their access to other users by using role delegation. You delegate a role to another user on the Edit User Account Details page. To open the Edit User Account Details page, select About Me > My Account on the Home page.

Support for Purging Transient ESS Data

Reduce consumption of database storage by using the new process, Purge Goal Mass Request Data. You can schedule the process in the Manage Goal Scheduled Process page to purge the transient data in the application periodically. 

By default, the Purge Start Days is set to 15 days from the current date. If you have more data to purge, you can set it to a minimum of 3 days so that data prior to 3 days from the current date is purged.

Purge Goal Mass Request Data Process

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

Depending on the frequency you run the Goal processes such as Mass Assign Goals, Assign Goal Plans, or Assign Goal Plan Sets, data accumulates in database storage and slows down the application. So, you can schedule the Purge Goal Mass Request Data process accordingly and purge the data.

Key Resources

For more information, go to Applications Help for the following topic:

Performance Management

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

Add Participant Process Simplification

You can manage participant feedback more easily. Using the enhanced Add Participants action, you can search for and add direct reports of the worker being evaluated, and add participants you’ve previously selected to add them again with a new request role. Search is now person-based, rather than assignment, to more accurately locate your search target. Send requests for participant feedback to individuals using the new Send Request button in the participant table. For group requests, you can continue to use the Send Requests button at the table level. To make it easier to see, the Feedback Received table and Role Description information was moved onto the Manage Participant Feedback page from the panel drawer. Managers can only be notified once when for each participant request, reducing the number of notifications.

Use the Enhanced Add Participants Action to More Quickly Search for and Add Participants

Feedback Received and Role Description were Moved to Make Them More Visible

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

For more information, see the following topics in Applications Help:

Profile Management

Oracle Fusion Profile Management provides a common foundation for the Oracle Fusion talent suite of products and other Oracle Fusion 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.

Attachment Support for HCM Data Loader

Upload attachments such as resumes or documents when uploading person profile information using HCM Data Loader.

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

For more information, review HCM Data Loader User’s Guide (My Oracle Support Doc ID: 1664133.1).

Person-Record Keyword Searches

You can now ensure consistency with person searches across applications and improved application performance for regular searches. Person searches in Profile Management use the same keyword search engine used by the Person Management work area. Profile Management no longer automatically appends every person keyword search with %.By automatically appending the %,the search included the CONTAINS clause. Therefore, the search results included all person names that contained the search term. Now, the application searches for the specific text only. When you manually append the search term with the percent sign,%(without quote signs), the application search will include the CONTAINS clause.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

The following table shows person-record keyword searches in Profile Management that use the same search engine as the Person Management work area.

Task

Search Page or Dialog Box

Navigation

Create or Edit Competencies

Search and Select: Reviewer ID

Create or Edit Competencies on the Skills and Qualifications page for a person

Create or Edit Special Projects

Search and Select: Contact

Create or Edit Special Projects on the Skills and Qualifications page for a person

Model Profiles, Add to Careers of Interest

Search and Select: PersonsSelected

Select the Add to Careers of Interest action in the Results section on the Model Profiles page

Key Resources

For more information, go to Applications Help for the following topic:

Recruiting

The following shows new features available through HCM Cloud Mobile for Recruiting.

HCM Cloud Mobile

Simplified Hiring Manager Experience

The Hiring Manager Experience feature is available as part of HCM Cloud and provides access to hiring manager functions with a simplified web experience. You can use the Hiring Activities page to view pending tasks related to requisition and offer approval, review the requisition or offer details before deciding to approve or decline the requisition. You can also pass an approval task to another user. The offer or requisition is routed to the next approver in the approval flow.

Simplified Hiring Activities Page

Steps to Enable

There are no steps necessary to enable this feature.

Additional Capabilities in HCM Mobile Composer

You can enhance candidate cards using the HCM Mobile Composer. You can configure the content and layout of candidate cards, candidate files, candidate lists, and requisition lists displayed on Hiring Manager Experience. Available only on iPhone and iPad devices, the Mobile Composer can be used in the Taleo Talent Cloud Administration product.

Steps to Enable

There are no steps necessary to enable this feature.

Talent Review and Succession Management

Oracle Fusion Talent Review is an analytic product enabling your organization to review and evaluate data from the profile, performance, goals, and compensation management solutions. Using Oracle Fusion Succession Management, you can 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, ensuring, a smooth transition and help you to manage candidate development.

New Show Details Dialog

You can now use Person Spotlight to access details of succession plan candidates and talent pool members. On the Succession Planning overview page you select a candidate name on the sunburst and use the Show Details feature to open Person Spotlight. On the Create and Edit Succession Plans: Select Candidates page, you can also open Person Spotlight. You can also now open Person Spotlight from the Talent Pools Select Members page that appears in the create and edit talent pools trains. Select the worker name to open Person Spotlight in both the succession plan and talent pool pages.

On Person Spotlight, you can view additional data about the worker, such as person and employment information, goals, performance ratings, and compensation.

In the Succession Planning Work Area, Click the Show Details Link to Open Person Spotlight

Person Spotlight Lets You View Details of the Succession Plan Candidate, or Talent Pool Member

Steps to Enable

There are no steps necessary to enable this feature.

Role Information

If you are not using the predefined reference roles, then you need to ensure that the duty role that secures the Succession Plans work area is mapped to relevant job roles. This table identifies the required duty role and suggests target job and abstract roles. You can add the duty role to different roles if you prefer.

See the Upgrade Guide for Oracle HCM Cloud Applications Security (My Oracle Support document ID 2023523.1) for instructions on implementing new features in existing roles.

Duty Role

Job or Abstract Role

Succession Plan Management Duty

ORA_HRM_SUCCESSION_PLAN_DUTY

Human Resource Specialist

Line Manager

Tips and Considerations

Ability for Managers to Edit Succession Plan Details

Managers can now edit succession plan details by accessing the plan from the organization chart or Person Spotlight. They can now edit plan details, and are no longer restricted to editing candidate information only. They can, for example, add additional owners after the plan has been created.

In Person Spotlight, managers can use the Career Planning card to access and edit succession plans. From the Information section of the organization chart in the Succession Planning work area or the main Directory, managers can click the number of plans in the Succession Candidates section to open the Career Planning card. From there, they can open a succession plan to edit it.

To use the Succession Candidates section on the organization charts, managers must be granted the View Succession Plan Duty (ORA_HRM_SUCCESSION_PLAN_VIEW_DUTY) and the View Manager Hierarchy security profile. In addition, the Succession Candidates section must be added to the organization charts using Page Composer.

Managers Can Access Succession Plans from the Succession Planning Card to Edit Details

Managers Can Edit All Details of the Succession Plans They Open from the Succession Planning Card

Steps to Enable

There are no steps necessary to enable this feature.

ROLE INFORMATION

If you are not using the predefined reference roles, then you need to ensure that the duty role that secures manager access to the plans in Person Spotlight and organization chart is mapped to relevant job roles. This table identifies the required duty roles and suggests target job and abstract roles. You can add the duty role to different roles if you prefer.

See the Upgrade Guide for Oracle HCM Cloud Applications Security (My Oracle Support document ID 2023523.1) for instructions on implementing new features in existing roles.

Duty Role

Job or Abstract Role

View Succession Plan

ORA_HRM_SUCCESSION_PLAN_VIEW_DUTY

Line Manager

Line Manager Abstract

ORA_PER_LINE_MANAGER_ABSTRACT

Line Manager

Manage Succession Plan Candidate ORA_HRM_SUCCESSION_PLAN_CANDIDACY_MANAGEMENT_DUTY

Human Resource Specialist

Line Manager

Tips and Considerations

Advance Search Option Hidden for Candidate and Member Search

You now search for succession plan candidates and talent pool members using basic search. Advance search is now hidden by default. For succession plans, the change appears on the Select and Add: Candidates dialog box you open from the Select Candidates page. For talent pools, the change occurs on the Select and Add: Members dialog box you open from the talent pools Select Members page.

Steps to Enable

There are no steps necessary to enable this feature.

ROLE INFORMATION

If you are not using the predefined reference roles, then you need to ensure that the duty role that secures the Succession Planning work area is mapped to relevant job roles. This table identifies the required duty role and suggests target job and abstract roles. You can add the duty role to different roles if you prefer.

See the Upgrade Guide for Oracle HCM Cloud Applications Security (My Oracle Support document ID 2023523.1) for instructions on implementing new features in existing roles.

Duty Role

Job or Abstract Role

Succession Plan Management Duty

ORA_HRM_SUCCESSION_PLAN_DUTY

Human Resource Specialist

Line Manager

Tips and Considerations

If advance search is still needed, you can expose it using Page Composer.

Talent Review Submission Process

You can use an Oracle Enterprise Scheduler job to submit talent review meeting data to Profile Management automatically while you proceed to other tasks. By configuring the talent review template, you can specify the size of the review population that triggers the use of the automatic processing job. Using an Oracle Enterprise Scheduler job, you no longer need to wait for the talent review meeting to submit. Turning on the new process is optional. You can continue to submit your review meetings instantly as well.

To turn on the process, in the template, in the Submission Process Threshold field, enter the number of workers in the review population above which a scheduled process starts to automatically update ratings when the facilitator submits the meeting. Upon submitting the meeting, a message appears informing the facilitator of the process job number. The facilitator can use the Scheduled Processes task to track the status. If you enter no threshold number, when the facilitator submits the meeting, the ratings are updated to the worker profiles without a scheduled process.

Two new meeting statuses are available to display in the legend on the Talent Review overview page to track the submission process status: Submission Process Error and Submission Process in Progress. The statuses are hidden by default.

Enter a Number in the Submission Process Threshold Field to Activate the Submission Process

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

To display the new legend items for the submission process status on the Talent Review Overview page, use Page Composer.

Key Resources

For more information, go to Applications Help for the topics:

Talent Management Transactional Business Intelligence

Oracle Fusion Transactional Business Intelligence is a real time, self-service reporting solution offered to all Oracle® Fusion application users to create ad hoc reports and analyze them for daily decision-making. Oracle Fusion 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.

Enhancements for Learning

New Subject Area for Workforce Learning: Workforce Learning Real Time

This new subject area reports on learning events, items, item owners, and consumers. You can report on count of events, duration of learning items, count of workers who completed the learning item assigned to them, status of learning, and so on.

Steps to Enable

If you use the predefined reference roles, then no steps are necessary to enable this feature.
Otherwise, you must assign relevant security privileges to your roles to enable this feature. See Role Information (below) for details.

Role Information

To enable human resource analysts to use the Real-Time Reports feature, you add the following transaction analysis duty role to the Human Resource Analyst job role:

Transaction Analysis Duty Role Name

Transaction Analysis Duty Role Code

'Workforce Transaction Analysis Duty'

FBI_LEARNING_TRANSACTION_ANALYSIS_DUTY

If you already have a custom version of the predefined Human Resource Analyst job role, then you can add this transaction analysis duty role to your existing custom role. See the Upgrade Guide for Oracle HCM Cloud Applications Security (My Oracle Support document ID 2023523.1) for instructions on adding new transaction analysis duty roles to existing job or abstract roles.

If you are not currently using a custom version of the Human Resource Analyst job role, then you need to create a custom role. You cannot add this transaction analysis duty role to the predefined Human Resource Analyst job role.

To create a custom Human Resource Analyst job role, you can do one of the following:

Enhancements for Talent Management

New Subject Area for Workforce Talent Review: Talent Review Tasks Real Time

This reporting subject area allows users to create analyses for tasks associated with talent review meetings. With the Workforce Talent Review - Talent Review Tasks Real Time subject area, you can use the new task details, owners, assignees, associated worker subject area, and other dimensions to build more detailed analyses about Talent Review meetings. Managers can now run analyses to view tasks assigned to them.

You can use the new subject area to create analysis for tasks created on the Talent Review dashboard, or the Manage Talent Review Notes and Tasks page.

New Talent Review Task Attributes Increase Analysis Flexibility

New Talent Review Task Attributes Add Ability to View the Meeting Tasks in an Analysis

Steps to Enable

If you use the predefined reference roles, then no steps are necessary to enable this feature.
Otherwise, you must assign relevant security privileges to your roles to enable this feature. See Role Information (below) for details.

Role Information

If you are not using the predefined reference roles, then you need to ensure that the transaction analysis duty role that secures the new subject area is mapped to relevant job roles. This table identifies the required transaction analysis duty role and suggests target job and abstract roles. You can add the duty role to different roles if you prefer.

See the Upgrade Guide for Oracle HCM Cloud Applications Security (My Oracle Support document ID 2023523.1) for instructions on implementing new features in existing roles.

Transaction Analysis Duty Role

Job or Abstract Role

FBI_TALENT_REVIEW_TRANSACTION_ANALYSIS_DUTY

PER_HUMAN_RESOURCE_ANALYST_JOB

Tips and Considerations

Enhanced Subject Area: Goal Alignments Real Time

The Goal Alignment Details Real Time subject area has been enhanced with a new dimension called Performance Goal. This new dimension enables you to create cross-subject area queries with other subject areas that have the Performance Goal dimension.

Steps to Enable

There are no steps necessary to enable this feature.

Enhanced Subject Area: Development Goal Overview Real Time

Enhance your ability to report on development goals with additional information of one or multiple development intents associated with goals in the Workforce Career Development - Development Goal Overview Real Time subject area.

Steps to Enable

There are no steps necessary to enable this feature.

Enhanced Subject Area: Performance Task Status

The Performance Tasks subject area has been enhanced with additional attributes to report on whether any of the performance document tasks in the performance evaluation are bypassed or reset.

Steps to Enable

There are no steps necessary to enable this feature.

Enhanced Subject Area: Person Profile

Expand employee profile reporting using the new Previous Employment, Technical Post Details, and Talent Score dimensions in the Person Profile Real Time subject area. Use the Previous Employment dimension to report on an employee’s previous employer, positions, supervisors, achievements, and employment duration. Use the Technical Post Details dimension to report on an employee’s technical posts, granting level and authority, technical level, and expiry date for localizations (particularly China localizations). Use the Talent Scores dimension to report on an employee’s talent scores. Talent scores can come from a talent review meeting for the employee or from the employee’s profile.

In addition, Risk of Loss, Licenses and Certifications, and Special Projects dimensions in the Person Profile Real Time subject area were enhanced to include new attributes. Use the Licenses and Certifications dimension to now include information about the training completed by an employee for a license and certification together with the establishment and any applicable restrictions. Use the Risk of Loss dimension to now include information about the departure reason and estimated number of months remaining for an employee. Use the Special Projects dimension to now include information about the contact name for a special project.

Steps to Enable

There are no steps necessary to enable this feature.

Enhanced Subject Area: Model Profile

Report on risks to an organization by identifying the critical jobs and positions with the new dimension added to the Model Profile Real Time subject area.

Steps to Enable

There are no steps necessary to enable this feature.

New Dimension: Performance Document Participant   

Enhance reporting on performance tasks with a new dimension that determines the person or role associated with each task. The new dimension, called Performance Document Participant, was added to the Performance Tasks Real Time subject area. This new dimension is already included in the Performance Rating subject area.

Steps to Enable

There are no steps necessary to enable this feature.

New Dimension: Criticality

Expand employee profile reporting analysis using the new Criticality dimension in the Workforce Profiles - Model Profiles Real Time subject area. Using this dimension, you can now review risks to an organization by identifying the critical jobs and positions.

Steps to Enable

There are no steps necessary to enable this feature.

New Dimension: Review Period

Streamline integrated reporting on performance and goals using the new time dimension called Review Period. This dimension was added to the Performance and Goals subject areas. With this new dimension, you can filter on performance documents and worker goals based on specific business periods.

Steps to Enable

There are no steps necessary to enable this feature.

New Sample Analyses for Talent

Streamline building analysis by using the following new sample Talent Management analyses now available:

For access to the library of sample reports and analytic that can be used and/or modified for use, please access Apps Connect and the Report Sharing Center.

Steps to Enable

There are no steps necessary to enable this feature.

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