Cloud Readiness / Oracle Human Resources Cloud
What's New
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  1. APRIL MAINTENANCE PACK FOR 21A
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Human Resources
    1. Human Capital Management for Australia
        1. Workplace Gender Equality Reporting Update
    2. Human Capital Management for Romania
        1. Additional Field Added to the Romanian HCM Address Format
  1. MARCH MAINTENANCE PACK FOR 21A
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Human Resources
    1. Global Human Resources
        1. Enable Password Verification in Native E-Signature Checklist Task
  1. FEBRUARY MAINTENANCE PACK FOR 21A
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Human Resources
    1. Global Human Resources
        1. Retain Your Direct Reports in the Source Assignment While Adding a New Assignment
    2. Human Capital Management for South Africa
        1. Enhanced Data Validation
    3. Global Payroll Interface
        1. Global Payroll Interface Supports Seniority Dates V3
        2. Global Payroll Interface Supports Additional Global Attributes
        3. Global Payroll Interface Supports INPS And INAIL Position Code For Italy
  1. Update 21A
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Human Resources
    1. Global Human Resources
      1. Person
        1. Update Contact Relationship Start Dates When Hire Date Is Changed
        2. Bypass Approvals for Specific Change Personal Information Sub Processes
      2. Employment
        1. Move Future Assignment Updates During Legal Employer Change
        2. Control Moving of Future Termination During Legal Employer Change
        3. Retain User Changes in Employment Flows While Changing Effective Date
        4. Date Effective Updates Supported in Responsive Employment Contracts
        5. Share Employment Contract When Adding Assignments Using HDL
        6. Improved User Experience for In-Progress Employment Approval Notifications
        7. Request for Information from BIP Employment Notifications
        8. Edit by Approver Action Secured in BIP Employment Notifications
        9. Audit the Transactions Done Using Responsive Employment Pages
        10. Add Worker Identification Information in the Page Header of Employment Flows
        11. Ease of Configuring Reference Regions in Employment Guided Processes
      3. Global HR Replaced or Removed Features
        1. Change Legal Employer to be Replaced with Local and Global Transfer Flow in Update 21D
      4. Checklists
        1. Embark on Journeys
        2. Enhanced Configuration Option to Store Document Records for Task Performer or Checklist Assignee
        3. Control Task Assigned Notification for a Task Performer
        4. Prevent Task Performers from Updating Checklist Task Status Directly from the Notification
        5. Restrict IP Address Display in Native Electronic Signature Checklist Tasks
      5. Document Records
        1. Classify Document Types as Person-Based or Assignment-Based
        2. Route Document Record Approvals Using Current Assignment Hierarchy
        3. Document Records Displayed Based on Assignment Access When Assignment-Level Security Is Configured
        4. Flexibility for Approver to Edit Document Record Submitted for Approval
        5. Specify Publish Date When Adding Document Records
        6. Ability to Include Instructional Attachments for Document Types
        7. Support for Flexfields in Document Types
        8. Additional Segments Added to Document Record Flexfield
        9. Restrict Deletion of Seeded Document Types
        10. Improved Layout of Document Type Setup Page
        11. Updated Return Navigation of Deep Links for Document Records and Document Delivery Preferences
        12. Control Document Records Access in OTBI
      6. Work Structures
        1. Locations: Conversion of Time Zone Code and Geographic Hierarchy Fields to Client Side List of Values
        2. New REST Resource for Geographic Hierarchy
    2. Human Capital Management for Brazil
        1. Attribute Visibility Changes
    3. Human Capital Management for Canada
        1. Attribute Visibility Changes
    4. Human Capital Management for China
        1. Use the Import Management Tool to Import Geographical Values for China
        2. Hide the Contract Legislative Attributes Using Experience Design Studio
    5. Human Capital Management for Germany
        1. Predefined Values and Validations for National Identifier
    6. Human Capital Management for India
        1. Use the Import Management Tool to Import Geography Values for India
    7. Human Capital Management for Kuwait
        1. Contact Lookup Updates
    8. Human Capital Management for Mexico
        1. Attribute Visibility Changes
        2. Days / Hours * Rate Elements Enabled for Payroll Interface
    9. Human Capital Management for Netherlands
        1. Work Relationship Legislative Information Hidden on Termination
    10. Human Capital Management for Qatar
        1. Contact Lookup Updates
    11. Human Capital Management for Saudi Arabia
        1. Work Relationship Legislative Information Hidden on Termination
        2. Contact Lookup Updates
    12. Human Capital Management for Sweden
        1. Enhanced National Identifiers Validation
    13. Human Capital Management for United Arab Emirates
        1. Contact Lookup Updates
    14. Human Capital Management for United Kingdom
        1. Work Relationship Legislative Information Hidden on Termination
    15. Global Payroll Interface
      1. Global Payroll Interface Replaced or Removed Features
        1. Calculation to Gross for Global Payroll Interface Discontinued
  5. Worklife Solutions
    1. Wellness
        1. Create Your Own Wellness Assessments
    2. Health and Safety
        1. Risk Assessment
        2. Two Additional Filters on Incident List View and Related Incidents Pages
    3. Workforce Directory Management
        1. Improvements in My Team Page
        2. Improvements in Directory Organization Chart
    4. Volunteering
        1. Reward Employees Using Oracle CrowdTwist
        2. Send Volunteering Newsletters
        3. Add Personal Project to Volunteering History
  6. HR Optimizations
    1. HCM Transactional Business Intelligence
        1. Attributes Renaming Across HCM OTBI Subject Areas
      1. Human Resources
        1. Additional Attributes to HR Action and HR Action Reason Dimensions
        2. Assignment Level Security Enhancement to Vacancy Real Time Subject Area
      2. Health and Safety
        1. OTBI Reporting of DFF's for Four Incident Events
        2. OTBI Reporting for Questionnaire - Questions and Responses
        3. OTBI Reporting for Case Number
        4. OTBI Reporting for Return to Work Fields in Injury or Illness Event
        5. OTBI Reporting to Source and Mechanism Sub Fields
  7. IMPORTANT Actions and Considerations
  8. Controlled Availability Features
    1. Controlled Availability Features
        1. Connections New Directory User Experience

April Maintenance Pack for 21A

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
25 MAY 2021 Human Capital Management for Australia Workplace Gender Equality Reporting Update

Updated document. Revised feature information.

30 APR 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.

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

In addition to this document you will also want to review the Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs (Document ID 1554838.1). These documents identify bug fixes and possible known issues. You will also need to review these documents based in the release update version you are currently on or will be moving to.

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

Suggested Reading for all HCM Products:

  • HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)
  • Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)

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

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

  • Talent Management Cloud (All Talent applications)
  • Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)
  • Workforce Management Cloud (Absence Management and Time and Labor)

Additional Optional Reading:

  • Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM)

NOTE: All of these documents can be found in Release Readiness under Human Capital Management or via the Oracle Help Center under Cloud Applications > Human Capital Management.

GIVE US FEEDBACK

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

Feature Summary

Column Definitions:

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.

Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Feature Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Customer Must Take Action before Use by End Users
(Feature Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Human Resources

Human Capital Management for Australia

Workplace Gender Equality Reporting Update

Human Capital Management for Romania

Additional Field Added to the Romanian HCM Address Format

Human Resources

Human Capital Management for Australia

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

Workplace Gender Equality Reporting Update

You can now use the additional fields for for Industry, Industry Classification, and Operational Category for Workplace Gender Reporting. In addition, you can use the  updated Workplace Gender Report to complete your Workplace Profile Template and submit it to the Workplace Gender Equality Agency.

NOTE: The ORA_OccupationalCategory segment has been made obsolete and replaced by ORA_OccCategory in the HCM Data Loader file. You will need to make changes to your existing HCM Data Loader data upload templates to include the latest set of attributes.

After you activate and deploy the Workplace Gender Profile Reporting feature, the Workplace Gender information becomes available on the Assignment EIT Information page.

Newly Added Fields for Industry, Industry Classification, and Operational Category

The Workplace Gender Equality Report provides details about individual employees as per the Workplace Gender Equality Agency (WGEA) requirements. You can submit this report on any date in the year. This report does not cover all of the requirements of WGEA reporting because a few of the requirements are beyond the scope of the Australian HCM Cloud product.

Do these steps to run the Australian Workplace Gender Profile Report:

  1. Navigate to My Client Groups > Payroll > Submit a Flow.
  2. Select the Submit a Flow task from Quick Actions or under Payroll in My Client Groups.
  3. On the Flow Submission page, from the Legislative Data Group list, select an Australian legislative group.
  4. From the Select a Flow field, select Run Australian Workplace Gender Profile Report.
  5. Click Next.
  6. On the Submit a Payroll Flow page, in the Payroll Flow field, enter a name for the payroll flow.
  7. In the Legal Employer field, enter a legal employer.
  8. In the Report As of Date field, enter a report date.
  9. Click Submit.
  10. Select OK and View Checklist.
  11. Select Go to Task and then View Results.
  12. Select the file and open it in Excel.

The columns highlighted in blue are mandatory.

Workplace Gender Equality Report

The validation issues are listed in the Validation_log tab.

Validation_Log Tab

Enhance your data capture for Workplace Gender Reporting using the additional fields for Industry, Industry Classification, and Operational Category.

Steps to Enable

ACTIVATE AND DEPLOY THE WORKPLACE GENDER PROFILE REPORTING FEATURE

You need to activate and deploy the Workplace Gender Profile Reporting feature to view the fields that are required for capturing data.

Do these steps to activate this feature:

  1. Navigate to My Client Groups > Payroll > Submit a Flow.

  2. On the Flow Submission page, from the Legislative Data Group list, select an Australian legislative data group.

  3. In the Select a Flow field, enter Manage Australian Features Usage and click the magnifying glass icon to search.

  1. On the Submit a Payroll Flow page, in the Payroll Flow field, enter a name for the payroll flow and click Submit.

Do these steps to deploy the Assignment Extensible Flexfield:

  1. Navigate to Others > Setup and Maintenance.

  2. Search for and open the Manage Employment Extensible Flexfields task.

  1. On the Manage Employment Extensible Flexfields page, select Assignment EIT Information EFF.

  2. Click Deploy Flexfield and ensure that the deployment process is completed.   

  1. On the confirmation message, click OK.

SET UP OCCUPATIONAL CATEGORY CODES, INDUSTRY CODES, AND INDUSTRY CLASSIFICATIONSSET UP OCCUPATIONAL CATEGORY CODES, INDUSTRY CODES, AND INDUSTRY CLASSIFICATIONS

Do the following to set up the Occupational Category codes:

You need to set up occupational category codes for your organization. These codes must match the Australian and New Zealand Standard Classification of Occupations (ANZSCO) code provided by the Bureau of Statistics. The list of codes is available here.

You need to add only those codes that are applicable to your industry. After you add these codes, select the appropriate code for each employee. 

  • Navigation: Others > Setup and Maintenance > Manage Common Lookups
  • Lookup Type code: ORA_HRX_AU_WGEA_OCC_CATEG
  • Customization level: User
  • Lookup Codes: To be created by customer depending on the Occupational Category codes they use. Lookup code is the 4-digit ANZSCO code.
  • Meaning: Description of the ANZSCO code.

Do the following to set up the Indusry codes:

You need to set up industry codes for your organization. These codes must match the ANZSCO code provided by the Bureau of Statistics. The list of codes is available here.

Select the division that best suits your industry and find the two-digit subdivision code. This is your industry code. Add the appropriate industry code and the description. The code is what is reported on the WGEA file. You need to add only those codes that are applicable to your industry. After you add these codes, select the appropriate code for each employee.

  • Navigation: Others > Setup and Maintenance > Manage Common Lookups
  • Lookup Type code: ORA_HRX_AU_WGEA_INDUSTRY
  • Lookup Type Description: Australian Workplace Gender Equality Industries
  • Customization level: User
  • Lookup codes, Meaning, and Description: You need to create these values depending on the ANZSCO industry codes you use

Do the following to set up the Industry Classifications:

You need to set up industry classifications for your organization. These codes must match the ANZSCO code provided by the Bureau of Statistics. The list of codes is available here. Select the Division that best suits your industry and find the two-digit subdivision code, then select the applicable group. This will display the list of appropriate 4-digit industry classifications. You need to add only those codes that are applicable to your industry. After you add these codes, select the appropriate code for each employee.

  • Navigation: Others > Setup and Maintenance > Manage Common Lookups
  • Lookup Type code: ORA_HRX_AU_WGEA_INDUSTRY_CLASS
  • Lookup Type Description: Australian Workplace Gender Equality Industry Classification
  • Customization level: User
  • Lookup codes, Meaning, and Description: You need to create these values depending on the ANZSCO industry codes you use

Key Resources

For more information, see the following document on My Oracle Support:

Human Capital Management for Romania

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

Additional Field Added to the Romanian HCM Address Format

A new optional attribute 'Town or Commune' has been added to the Romanian Supplemental Taxation and Reporting Address Style. In addition, mapping to Loqate geography data is improved with a modified display order.

Use this new optional attribute for more intuitive geography data mapping.

Steps to Enable

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

Tips And Considerations

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

Key Resources

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

March Maintenance Pack for 21A

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
26 FEB 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.

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

In addition to this document you will also want to review the Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs (Document ID 1554838.1). These documents identify bug fixes and possible known issues. You will also need to review these documents based in the release update version you are currently on or will be moving to.

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

Suggested Reading for all HCM Products:

  • HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)
  • Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)

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

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

  • Talent Management Cloud (All Talent applications)
  • Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)
  • Workforce Management Cloud (Absence Management and Time and Labor)

Additional Optional Reading:

  • Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM)

NOTE: All of these documents can be found in Release Readiness under Human Capital Management or via the Oracle Help Center under Cloud Applications > Human Capital Management.

GIVE US FEEDBACK

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

Feature Summary

Column Definitions:

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.

Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Feature Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Customer Must Take Action before Use by End Users
(Feature Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Human Resources

Global Human Resources

Enable Password Verification in Native E-Signature Checklist Task

Human Resources

Global Human Resources

Oracle Global Human Resources enables your organization to plan, manage and optimize all workforce segments using flexible and extensible best practices to realize extraordinary gains while insuring compliance and increasing total workforce engagement.

Enable Password Verification in Native E-Signature Checklist Task

You can now make use of the enhanced capability in the native electronic signature checklist task to configure a password validation pattern to suit business requirements.

Configure and Enable E-Signature Validation Pattern

Native E-Signature Checklist Task Configuration

E-Signature Task Page with Validation

Enforce confidentiality and encryption.

Steps to Enable

  1. Navigate to the Checklist Integrations task in Setup and Maintenance.
  2. Click Add Integration.
  3. Select an option for E-Signature Validation Type.
  4. Specify the password validation pattern using a combination of numbers and letters.
  5. Click Validate.
  6. Now go to the Checklist Templates task. Enter the general details.
  7. Create a task of type Electronic Signature.
  8. Select Electronic Signature - Native for Signature Type and select the Validation Type.

Tips And Considerations

  • Ability to have multiple E-Signature validation patterns.
  • Ability to associate different validation patterns for different E-Signature tasks.
  • Based on your selection for E-Signature Validation Type, those attributes will be mandatory on the task page when the user performs the task.
  • If the validation pattern includes a national identifier type, value for Country must be selected.
  • If the validation pattern uses national identifier values, it's mandatory to select the value for National Identifier Type applicable for the country you have selected.
  • The password instruction text on the task page will be displayed based on the password validation pattern configured.
  • If the user doesn't have an attribute that's configured in the password validation pattern in their record, it will prevent them from completing the task.

Key Resources

February Maintenance Pack for 21A

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 JAN 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.

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

In addition to this document you will also want to review the Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs (Document ID 1554838.1). These documents identify bug fixes and possible known issues. You will also need to review these documents based in the release update version you are currently on or will be moving to.

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

Suggested Reading for all HCM Products:

  • HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)
  • Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)

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

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

  • Talent Management Cloud (All Talent applications)
  • Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)
  • Workforce Management Cloud (Absence Management and Time and Labor)

Additional Optional Reading:

  • Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM)

NOTE: All of these documents can be found in Release Readiness under Human Capital Management or via the Oracle Help Center under Cloud Applications > Human Capital Management.

GIVE US FEEDBACK

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

Feature Summary

Column Definitions:

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.

Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Feature Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Customer Must Take Action before Use by End Users
(Feature Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Human Resources

Global Human Resources

Retain Your Direct Reports in the Source Assignment While Adding a New Assignment

Human Capital Management for South Africa

Enhanced Data Validation

Global Payroll Interface

Global Payroll Interface Supports Seniority Dates V3

Global Payroll Interface Supports Additional Global Attributes

Global Payroll Interface Supports INPS And INAIL Position Code For Italy

Human Resources

Global Human Resources

Oracle Global Human Resources enables your organization to plan, manage and optimize all workforce segments using flexible and extensible best practices to realize extraordinary gains while insuring compliance and increasing total workforce engagement.

Retain Your Direct Reports in the Source Assignment While Adding a New Assignment

We have improved the add assignment process by allowing users to retain the direct reports in the source assignment. When you add a new assignment, the direct reports from the source assignment will now be populated in the Add Direct Reports section. Therefore, the user has the option to remove the direct reports whom they don't want to move to the newly created assignment.

Remove the Direct Reports That You Don't Want in the New Assignment

You will find it easier to remove the direct reports directly during the add assignment process.

Steps to Enable

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

Tips And Considerations

  • Only those direct reports for whom the worker (whose new assignment is being added) is a line manager, will be displayed in the Add Direct Reports section. No other reporting relationships will be displayed in the section.

  • You have the option to not select the Add Direct Reports section in the questionnaire page during the worker’s add assignment process. If you don't select the section, all the direct reports for whom the worker is a line manager in the source assignment will be moved to worker’s new assignment.

Human Capital Management for South Africa

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

Enhanced Data Validation

Make data capture better aligned with local legislative requirements by leveraging the enhanced data validations for South Africa:

  • Validation of the length of each address attribute: an error message is displayed if the data captured in the Supplemental Taxation and Reporting Address style doesn’t meet the format definition. 
  • Validation of the First Name: an error message is displayed if the First Name field contains numeric characters. 
  • The Worker Data Validation Report now shows a warning related to the postal code length in non-South African addresses. 

The enhanced data validation will improve your data integrity.

Steps to Enable

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

Tips And Considerations

Expect all above address validations when you have selected the address style to be Supplemental Taxation and Reporting Address.

Key Resources

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

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

Global Payroll Interface

Oracle Global Payroll Interface supports features to send personal payroll information to third-party payroll providers and then to import processed payroll data into Oracle Fusion Global HR. You can copy and modify predefined extract definitions to meet the requirements of your third-party payroll provider. Before extracting data, payroll coordinators can optionally run the Calculate Gross Earnings process to calculate periodic values to validate gross earnings calculations. If you import processed payroll data or payslips from your third-party payroll provider, the data is available for further reporting and analysis.

Global Payroll Interface Supports Seniority Dates V3

Define and manage the seniority of workers using Seniority Dates version 3. You can define seniority rules in all the levels such as person, work relationship, and assignment.

Use the SeniorityDetails section in Global Payroll Interface to report Seniority Dates version 3.

If you’re already reporting it to a third-party payroll application and want to report only the changes in the next incremental run, do a baseline extraction after you apply this patch. Perform regular data changes and extractions after this baseline extraction is complete.

In accordance with Oracle Global Human Resources, Global Payroll Interface now supports and reports Seniority Dates version 3. You can now identify the rules and the seniority dates that you want to interface over to your payroll partner.

Steps to Enable

Here's how you can identify the seniority rules or dates that you want to send to your payroll partner:

  1. Search for and select Lookups in My Client Groups.

  2. On the Manage Common Lookups page, search for the lookup type ORA_HRY_GPI_SENIORITY_RULES.

  3. For every seniority date rule that you want to include in the interface, create a new lookup code and select the Enabled check box,

  • Lookup Code: Any code that you can use to identify the rule
  • Start Date: Enter an appropriate date
  • End Date: Enter an appropriate date
  • Meaning: Enter the lookup code that you used while creating this seniority rule in ORA_PER_SENIORITY_ITEMS. 
  1. Click Save.

NOTE: If there are changes to the data that affect seniority rules, run the Recalculate Seniority process before you run the payroll interface. You can find the Recalculate Seniority button when you search for a person on the Seniority Dates page.

Key Resources

For more information about Seniority Dates, see these resources:

Oracle Help Center

  • Seniority Dates in the Implementing Global Human Resources guide

  • Generate Baseline Extract in the Implementing Global Payroll Interface

My Oracle Support Documents:

  • Comparison between Different Seniority Dates Versions (Document ID 2414630.1)

  • Troubleshooting Seniority Dates - Frequently Asked Questions (Document ID 2676772.1)

  • Calculating Seniority Dates Using Fast Formula (Document ID 2370526.1)

  • Common Use Cases Configured Using V3 Seniority Dates (2476188.1)

  • Enabling Enterprise and Legal Employer Seniority Dates During Hire (2432162.1)

  • Seniority Changes in V3 Seniority Dates (2446329.1)

Global Payroll Interface Supports Additional Global Attributes

You can use these additional attributes in the Global Data section of the Global Payroll Interface to interface with your third-party payroll application. 

  • ServiceData

    • WorkerNumber

    • OnMilitaryService

    • Employment Type

  • AssignmentData

    • ContractDetails

      • ContractType

      • ContractStartDate

      • ContractEndDate

      • ContractDuration

      • ContractDurationUnit

    • BargainingUnitDetails

      • Union

      • CollectiveAgreement

  • PhoneDetails

    • StartDate

    • EndDate

  • EmailDetails

    • StartDate

    • EndDate

  • DriverLicenseDetails

    • LicenseType

    • PlaceOfIssue

Service and Assignment Data

Phone and E-mail Details

If you’re already reporting these attributes to a third-party payroll application and want to report only the changes in the next incremental run, do a baseline extraction after you apply this patch. Perform regular data changes and extractions after this baseline extraction is complete.

Take advantage of the enhanced Global Payroll Interface with the newly added global attributes.

Steps to Enable

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

Key Resources

For more information, see the following guide located in the Oracle Help Center:

  • Implementing Global Payroll Interface - Generate Baseline Extract

Global Payroll Interface Supports INPS And INAIL Position Code For Italy

You can use these additional attributes in the Italy Legislative Data section of the Global Payroll Interface to interface with third-party payroll applications.

  • LocalPersonData
    • INPSPosition
    • INAILPositionCode

If you have already reported these attributes to a third-party payroll and wish to report only the changes in the next incremental run, execute a baseline extraction after this feature is functional. You can perform regular extractions after the baseline extraction is completed.

Take advantage of the enhanced Global Payroll Interface with additional country support of Italy.

Steps to Enable

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

Update 21A

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
30 APR 2021 Global Payroll Interface/ Replaced or Removed Features Calculation to Gross for Global Payroll Interface Discontinued

Updated document. Delivered feature in update 21A.

30 APR 2021 Controlled Availability Features Controlled Availability Features

Updated document. Revised feature information.

30 APR 2021

Global Human Resources / Checklists

Embark on Journeys

Updated document. Revised feature information.

26 MAR 2021 Global Human Resources / Employment Audit the Transactions Done Using Responsive Employment Pages

Updated document. Revised feature information.

26 FEB 2021

Global Human Resources / Work Structures

Oracle Search Support for Position List of Values

Removed features that we not delivered in 21A.

26 FEB 2021

Global Human Resources / Work Structures

Oracle Search Support for Department List of Values

Removed features that we not delivered in 21A.

29 JAN 2021

HCM Transaction Business Intelligence Attributes Renaming Across HCM OTBI Subject Areas

Updated document. Revised feature information.

29 JAN 2021

Global Human Resources/ Checklists Classify Document Types as Person-Based or Assignment-Based

Updated document. Revised feature information.

29 JAN 2021

Global Human Resources/Employment/Global HR Replaced or Removed Features

Change Legal Employer to be Replaced with Local and Global Transfer Flow in Update 21D

Updated document. Revised feature information.

29 JAN 2021 Controlled Availability Features Controlled Availability Features

Updated document. Delivered feature in update 21A.

18 DEC 2020 Global Human Resources/Employment/Global HR Replaced or Removed Features Change Legal Employer to be Replaced with Local and Global Transfer Flow in Update 21C

Updated document. Delivered feature in update 21A.

18 DEC 2020

Global Human Resources/Employment

Ease of Configuring Reference Regions in Employment Guided Processes

Updated document. Delivered feature in update 21A.

18 DEC 2020

Global Human Resources/Document Records

Updated Return Navigation of Deep Links for Document Records and Document Delivery Preferences

Updated document. Delivered feature in update 21A.

18 DEC 2020

Global Human Resources/Checklists

Restrict IP Address Display in Native Electronic Signature Checklist Tasks

Updated document. Delivered feature in update 21A.

18 DEC 2020

Global Human Resources/Employment

Audit the Transactions Done Using Responsive Employment Pages

Updated document. Revised feature information.

18 DEC 2020

Global Human Resources/Document Records

Document Records Displayed Based on Assignment Access When Assignment-Level Security Is Configured

Updated document. Revised feature information.

18 DEC 2020

Global Human Resources/Checklists

Request for Information from BIP Employment Notifications

Updated document. Revised feature information.

04 DEC 2020     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.

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

In addition to this document you will also want to review the Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs (Document ID 1554838.1). These documents identify bug fixes and possible known issues. You will also need to review these documents based in the release update version you are currently on or will be moving to.

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

Suggested Reading for all HCM Products:

  • HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)
  • Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)

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

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

  • Talent Management Cloud (All Talent applications)
  • Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)
  • Workforce Management Cloud (Absence Management and Time and Labor)

Additional Optional Reading:

  • Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM)

NOTE: All of these documents can be found in Release Readiness under Human Capital Management or via the Oracle Help Center under Cloud Applications > Human Capital Management.

GIVE US FEEDBACK

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

Feature Summary

Column Definitions:

Features Delivered Enabled

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.

Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Features Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Action is Needed BEFORE Use by End Users
(Features Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Human Resources

Global Human Resources

Person

Update Contact Relationship Start Dates When Hire Date Is Changed

Bypass Approvals for Specific Change Personal Information Sub Processes

Employment

Move Future Assignment Updates During Legal Employer Change

Control Moving of Future Termination During Legal Employer Change

Retain User Changes in Employment Flows While Changing Effective Date

Date Effective Updates Supported in Responsive Employment Contracts

Share Employment Contract When Adding Assignments Using HDL

Improved User Experience for In-Progress Employment Approval Notifications

Request for Information from BIP Employment Notifications

Edit by Approver Action Secured in BIP Employment Notifications

Audit the Transactions Done Using Responsive Employment Pages

Add Worker Identification Information in the Page Header of Employment Flows

Ease of Configuring Reference Regions in Employment Guided Processes

Global HR Replaced or Removed Features

Change Legal Employer to be Replaced with Local and Global Transfer Flow in Update 21D

Checklists

Embark on Journeys

Enhanced Configuration Option to Store Document Records for Task Performer or Checklist Assignee

Control Task Assigned Notification for a Task Performer

Prevent Task Performers from Updating Checklist Task Status Directly from the Notification

Restrict IP Address Display in Native Electronic Signature Checklist Tasks

Document Records

Classify Document Types as Person-Based or Assignment-Based

Route Document Record Approvals Using Current Assignment Hierarchy

Document Records Displayed Based on Assignment Access When Assignment-Level Security Is Configured

Flexibility for Approver to Edit Document Record Submitted for Approval

Specify Publish Date When Adding Document Records

Ability to Include Instructional Attachments for Document Types

Support for Flexfields in Document Types

Additional Segments Added to Document Record Flexfield

Restrict Deletion of Seeded Document Types

Improved Layout of Document Type Setup Page

Updated Return Navigation of Deep Links for Document Records and Document Delivery Preferences

Control Document Records Access in OTBI

Work Structures

Locations: Conversion of Time Zone Code and Geographic Hierarchy Fields to Client Side List of Values

New REST Resource for Geographic Hierarchy

Human Capital Management for Brazil

Attribute Visibility Changes

Human Capital Management for Canada

Attribute Visibility Changes

Human Capital Management for China

Use the Import Management Tool to Import Geographical Values for China

Hide the Contract Legislative Attributes Using Experience Design Studio

Human Capital Management for Germany

Predefined Values and Validations for National Identifier

Human Capital Management for India

Use the Import Management Tool to Import Geography Values for India

Human Capital Management for Kuwait

Contact Lookup Updates

Human Capital Management for Mexico

Attribute Visibility Changes

Days / Hours * Rate Elements Enabled for Payroll Interface

Human Capital Management for Netherlands

Work Relationship Legislative Information Hidden on Termination

Human Capital Management for Qatar

Contact Lookup Updates

Human Capital Management for Saudi Arabia

Work Relationship Legislative Information Hidden on Termination

Contact Lookup Updates

Human Capital Management for Sweden

Enhanced National Identifiers Validation

Human Capital Management for United Arab Emirates

Contact Lookup Updates

Human Capital Management for United Kingdom

Work Relationship Legislative Information Hidden on Termination

Global Payroll Interface

Global Payroll Interface Replaced or Removed Features

Calculation to Gross for Global Payroll Interface Discontinued

Worklife Solutions

Wellness

Create Your Own Wellness Assessments

Health and Safety

Risk Assessment

Two Additional Filters on Incident List View and Related Incidents Pages

Workforce Directory Management

Improvements in My Team Page

Improvements in Directory Organization Chart

Volunteering

Reward Employees Using Oracle CrowdTwist

Send Volunteering Newsletters

Add Personal Project to Volunteering History

HR Optimizations

HCM Transactional Business Intelligence

Attributes Renaming Across HCM OTBI Subject Areas

Human Resources

Additional Attributes to HR Action and HR Action Reason Dimensions

Assignment Level Security Enhancement to Vacancy Real Time Subject Area

Health and Safety

OTBI Reporting of DFF's for Four Incident Events

OTBI Reporting for Questionnaire - Questions and Responses

OTBI Reporting for Case Number

OTBI Reporting for Return to Work Fields in Injury or Illness Event

OTBI Reporting to Source and Mechanism Sub Fields

>>Click for IMPORTANT Actions and Considerations

Controlled Availability Features

Controlled Availability Features

Connections New Directory User Experience

Human Resources

Global Human Resources

Oracle Global Human Resources enables your organization to plan, manage and optimize all workforce segments using flexible and extensible best practices to realize extraordinary gains while insuring compliance and increasing total workforce engagement.

Person

Update Contact Relationship Start Dates When Hire Date Is Changed

A worker's contact's start date is also changed accordingly when the worker's hire date is changed. For example, when worker A's hire date is changed from 15th June 2020 to 1st June 2020, then worker’s A’s contact, B's (B is a contact of A) contact relationship start date is also changed to 1st June, 2020 to reflect the change. In addition to the contact’s start date changing, the dates of the contact’s details are also changed, such as their name, address and other details that have dates.

However, there are some use cases where the start date of the contact's details may not change when the contact is a shared contact with another worker, the contact is a coworker, or there are effective-dated changes to the contact's details that can't be resolved programmatically.

Start Date Changed Start Date Contact Relationship Start Date Outcome

15-Jun-2020

1-Jun-2020

15-Jun-2020

(original start date)

Contact relationship start date changes to 1-Jun-2020.

Start date of B's non effective-dated objects such as phone, email, and other common accounts also change to 1-Jun-2020.

Start date of effected-dated objects (address, visa, and name) that don’t have a split change to 1-Jun-2020.

15-Jun-2020

1-Jun-2020

18-Jun-2020

Contact relationship start date, start date of non-effective dated, and effective-dated objects without split won’t change because the relationship start date is after the original hire date.

15-Jun-2020

1-Jul-2020

15-Jun-2020

If there are date-effective objects such as address, name, visa in contact B’s person record starting from 15-Jun-2020 with splits (15-Jun-2020 to 20-Jun-2020 and 21-Jun-2020 to end of time), then these can’t be synchronized to the new hire date because of conflicts. As a result, the entire transaction will be rolled back.

The synchronization for contact relationship start date with the worker's hire date will improve the user experience.

Steps to Enable

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

Bypass Approvals for Specific Change Personal Information Sub Processes

You can either bypass or allow approval for a parent process or any sub processes. When you bypass or allow approvals for the parent process, the same applies for the sub processes too. In this example, the parent process and all sub processes will bypass approvals.

Approvals Are Bypassed for Parent Process Applies to Sub Processes

In this example, the parent process and all sub processes will be routed for approvals.

Approvals Are Allowed for Parent Process Applies to Sub Processes

You can now configure the Change Personal Information approval rule so that specific personal information sub processes, such as address, name, email, and so on bypass the approval rule. This means that when Change Personal Information approval rule isn't bypassed, sub processes honors its own bypass option independent of other sub processes. In this example, you can see that the Change Personal Information parent process has sub processes that will be routed for approval.

Approvals Are Bypassed for Parent Process but Allowed for Sub Processes

As a corollary, when Change Personal Information approval rule isn't bypassed, sub processes which aren't bypassed will go through the same Change Personal Information approval rule.

For example, if Change Personal Information approval rule isn't bypassed, you have a choice to enable (Y) bypass or disable bypass (N) only for Change Address. In case you choose not to bypass (N) for Change Address, then it will go through the same approval rules as Change Personal Information approval rules. Same is the case with Change Name and Change Email sub processes.

Transaction Manager

The Comments and Attachments section in the Personal Info pages will honor the sub process bypass setting. For example, if you set the name to bypass, then the Comments and Attachments section won't be displayed.

This change improves your employee experience and simplifies your approval definition.

Steps to Enable

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

Tips And Considerations

  • This enhancement doesn't apply to approval routing for existing in-flight Change Personal Information transactions.
  • There is no action required unless you want to take advantage of bypassing approvals for the Change Personal Information sub processes.

Employment

Move Future Assignment Updates During Legal Employer Change

You can use a profile option ORA_PER_CLE_COPY_FUT_ASG to control moving future assignment updates to the new assignment created as part of a legal employer change done using the Local and Global Transfer flow.

You can control moving future assignment updates to the new assignment using the Mass Legal Employer Change flow by selecting the Copy future assignment updates check box. The ORA_PER_CLE_COPY_FUT_ASG profile option has no impact on the Mass Legal Employer Change flow. This is because you can choose to move or not move any future assignment update while creating the mass legal employer change request in the Additional Changes section.

Select the 'Copy future assignment updates' Option for the Mass Legal Employer Change Flow

Before Global Transfer

After Global Transfer

You don’t have to move future assignment updates later when you can do the same during a legal employer change.

Steps to Enable

By default, the profile option is set to N which means the future assignment updates won't be moved to the new assignment during a legal employer change. To move the future assignment to the new assignment, you must set the profile option to Y.

Field Value

Profile Option Code

ORA_PER_CLE_COPY_FUT_ASG

To enable the profile option (set it to Y), navigate to the Setup and Maintenance work area:

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

Tips And Considerations

  • Future assignment updates imply date effective updates on the source assignment which have an effective date greater than the change legal employer effective date.
  • When the profile option is set to Y, only future assignment updates are copied. Future updates for Salary, Payroll, and Absences are not copied based on this profile option.
  • If the profile option ORA_PER_CLE_COPY_FUT_TERMINATION is set to Y, future termination will be copied even if future assignment updates is set to not copy.
  • If the profile option ORA_PER_CLE_COPY_FUT_TERMINATION is set to Y, future termination will be copied even if future assignment updates fail to copy successfully.
  • If there are date effective updates on the source assignment past the termination date of the source work relationship, then those updates are also copied to the new assignment if the profile option ORA_PER_CLE_COPY_FUT_ASG is set to Y.
  • The future assignment updates are copied on the new assignment in the chronological order of effective date of those updates on the source assignment.
  • Future assignment updates are not copied to the new assignment from the point the application encounters a failure in copying the future updates.
  • All the rows which are successfully copied will be displayed in the Change Legal Employer dashboard as info messages.
  • All the rows which are not copied will also be shown along with their corresponding error messages in the Change Legal Employer Dashboard.

Key Resources

For more information, see the following resources:

  • What's New feature for release 20C HCM Global Human Resources: Move Future Termination to New Work Relationship Created from Legal Employer Change
  • Document on My Oracle Support: Changing a Worker's Legal Employer in HCM Cloud (Document ID 2649381.1)
  • Topic in the Using Global Human Resources guide on Oracle Help Center: Chapter 6 > Hire and Manage Workers > Promote and Transfer People > Local and Global Transfer

Control Moving of Future Termination During Legal Employer Change

You can use a profile option to control moving a future termination to the new work relationship created as part of a legal employer change done using the Local and Global Transfer flow.

You can control moving a future termination to the new work relationship using the Mass Legal Employer Change flow by selecting the Move future termination from source to new work relationship check box. The ORA_PER_CLE_COPY_FUT_TERMINATION profile option has no impact on the Mass Legal Employer Change flow. This is because you can choose to move or not move any future termination while creating the mass legal employer change request in the Additional Changes section.

Select the 'Move future termination from source to new work relationship' Option for the Mass Legal Employer Change Flow

You have a choice whether or not to move the worker’s future dated termination to the new work relationship during a legal employer change. You can do so by setting the corresponding profile option value.

Steps to Enable

By default, the profile option is set to Y which means the future termination will be moved to the new work relationship during a legal employer change. To stop the future termination from being moved to the new work relationship, you must set the profile option to N.

Field Value

Profile Option Code

ORA_PER_CLE_COPY_FUT_TERMINATION

To disable the profile option (set it to N), navigate to the Setup and Maintenance work area:

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

Key Resources

For more information, see the following resources:

  • What's New feature for release 20C HCM Global Human Resources: Move Future Termination to New Work Relationship Created from Legal Employer Change
  • Document on My Oracle Support: Changing a Worker's Legal Employer in HCM Cloud (Document ID 2649381.1)
  • Topic in the Using Global Human Resources guide on Oracle Help Center: Chapter 6 > Hire and Manage Workers > Promote and Transfer People > Local and Global Transfer

Retain User Changes in Employment Flows While Changing Effective Date

You can now retain your employment and person changes in these employment flows even though you change the effective date:

  • Local and Global Transfer
  • Create Work Relationship
  • Convert Pending Worker
  • Add Assignment
  • Change Location
  • Promote
  • Transfer
  • Change Assignment

NOTE: In this release, person changes will be retained only in the Local and Global Transfer flow and no other employment flows.

The changes will also be retained when the approver changes the transaction date in the employment flows as part of Edit the Transaction feature.

Retaining the changes will reduce time and insure accuracy.

Steps to Enable

By default, the profile option is set to N which means your changes won’t be retained. To retain your changes, you need to set this profile option to Y.

Field Value

Profile Option Code

ORA_PER_EMP_RETAIN_CHANGES

To enable the profile option (set it to Y), navigate to the Setup and Maintenance work area:

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

Tips And Considerations

  1. When the profile option is set to Y, only employment and person changes if found valid, as of the new effective date, are retained. Changes for other sections, such as Salary, Payroll, and Absences are not retained based on this profile option.
  2. If you change the transaction date, and the date is earlier to the previous assignment row or after the future assignment row, your changes won’t be retained and the current application behavior of resetting your changes will be continue.

For example, if you added the assignment row having effective date of 01-Mar-2019, the changes will be retained only when the date is changed between 01-Feb-2019 and 01-Jun-2019.

Date Action Business Unit Location Job Department Grade Additional Information
01-Jan-2019 Hire Business Unit1  Location1 Job1 Department1 Grade1 Historical row
01-Feb-2019 Transfer Business Unit1  Location1 Job1 Department2 Grade1 Historical row
01-Mar-2019 Change Location Business Unit1  Location2 Job1 Department2 Grade1 Newly added row
01-Jun-2019 Promotion Business Unit1  Location1 Job1 Department2 Grade1 Future row
  1. When you enter a value that’s not valid as of the newly changed date, the value will be reverted to the old value. Let’s consider this example:

Grade11 is active from 01-Jun-2019 and Grade1 is active from 01-Jan-1951

Date Action Business Unit Location Job Department Grade Additional Information
01-Jan-2019 Hire Business Unit1 Location1 Job1 Department1 Grade1 N/A
01-Jun-2019 Promotion Business Unit1 Location1 Job1 Department2 Grade11 Newly added row

If you change the date of the newly added row from 1-Jun-2019 to 1-May-2019, the grade value will be reverted back to Grade1 as Grade11 isn’t valid as of the new date.

  1. If you are using the AutoComplete feature for responsive Employment flows mentioned in the description, you must re-evaluate your AutoComplete rules before using this feature. The AutoComplete rules related to defaulting are not impacted. However, the AutoComplete rules related to validation may be impacted and must be re-tested.

Date Effective Updates Supported in Responsive Employment Contracts

We have improved your ability to capture data by using effective dated updates in the responsive employment contracts page.

To add an effective dated row, you need to:

  • Click the Edit icon.
  • Change the contract start date for an effective dated update. If you don’t change the start date, then it's considered as a correction.

You can also add the action on the employment contract user interface. We have enhanced the action framework so that you can mark which actions should be visible on the responsive employment contracts user interface.

Mark Action To Be Used in Contract on Configure Actions Setup Page

Action Values on the Contract User Interface

For updating the action in the historical records, you need to run the Migrate Employment Data process with the Enhance contract data to enable its use in the responsive page parameter.

NOTE: We recommend that you start using the responsive Manage Contracts page to manage your employment contracts from Update21A. In Update 21A, you can manage employment contracts using either the responsive or the classic Manage Employment page, but not both.

Capture data related to employment contracts from the responsive page by using effective dated updates and track the updates using the action framework.

Steps to Enable

The action field is hidden out-of-the-box on the responsive employment contracts user interface. You must use the HCM Experience Design Studio to enable this field.

Tips And Considerations

  • Only those actions which are marked Yes in the Used in Contract field in the Configure Actions setup will be visible in the employment contracts user interface.
  • The update of historical records for the action will happen only once. Therefore, the action for the contract updates which you performed in the classic manage employment page (after running the Migrate Employment Data process with the Enhance contract data to enable its use in the responsive page parameter) in release 21A will not be synchronized back in the responsive user interface even if you run the process again.

Key Resources

For more information, see the following resources:

  • What's New feature for release 19B HCM Global Human Resources: Enhanced Worker Contracts Management
  • Section in the Using Global Human Resources guide on Oracle Help Center: Chapter 6 > Hire and Manage Workers > Manage Worker Contract

Share Employment Contract When Adding Assignments Using HDL

You can share the employment contract while adding a new assignment using HCM Data Loader (HDL) and HCM Spreadsheet Data Loader (HSDL).

Share the Employment Contract When You Add a New Assignment

You can share employment contracts when adding new assignments using HDL and HSDL.

Steps to Enable

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

Tips And Considerations

You can use this HDL file format for associating an existing contract with the newly created worker assignment:

METADATA|Worker|PersonNumber|DateOfBirth|StartDate|EffectiveStartDate|EffectiveEndDate|ActionCode|SourceSystemId|SourceSystemOwner

MERGE|Worker|202001001_DB08|1953/11/01|2020/01/01|2020/01/01|4712/12/31|ADD_ASSIGN|PERSON_202001001_DB08|HRC_SQLLOADER

METADATA|WorkRelationship|PersonNumber|DateStart|LegalEmployerName|WorkerType|PrimaryFlag|SourceSystemOwner

MERGE|WorkRelationship|202001001_DB08|2020/01/01|VISION_GHR_2TSCSA|E|Y|WR_202001001_DB08|HRC_SQLLOADER

METADATA|WorkTerms|EffectiveStartDate|EffectiveSequence|EffectiveLatestChange|ActionCode|AssignmentStatusTypeCode|AssignmentType|WorkerType|LegalEmployerName|BusinessUnitShortCode|AssignmentNumber|PeriodOfServiceId(SourceSystemId)|PersonNumber|SourceSystemOwner|SourceSystemId|PrimaryWorkTermsFlag

MERGE|WorkTerms|2021/01/01|1|Y|ADD_ASSIGN|ACTIVE_PROCESS|ET|E|VISION_GHR_2TSCSA|Vision City Operations|WT_202001002_DB08|WR_202001001_DB08|202001001_DB08|HRC_SQLLOADER|WT_202001002_DB08|N

METADATA|Assignment|EffectiveStartDate|EffectiveSequence|EffectiveLatestChange|ActionCode|AssignmentStatusTypeCode|AssignmentType|WorkerType|LegalEmployerName|PrimaryAssignmentFlag|PrimaryFlag|BusinessUnitShortCode|WorkTermsAssignmentId(SourceSystemId)|SourceSystemOwner|SourceSystemId|ContractNumber

MERGE|Assignment|2021/01/01|1|Y|ADD_ASSIGN|ACTIVE_PROCESS|E|E|VISION_GHR_2TSCSA|N|N|Vision City Operations|WT_202001002_DB08|HRC_SQLLOADER|ASG_202001002_DB08|ContractNUM

NOTE: The contract number that's provided in the HDL file must be valid for the work relationship for which the new assignment is being created.

Key Resources

For more information, see the following resources:

  • What's New feature for release 19B Global Human Resources: Enhanced Worker Contracts Management
  • Topic in the HCM Business Objects guide on Oracle Help Center: Chapter 3 > Loading Workers > Guidelines for Loading Additional Assignments
  • Section in the Using Global Human Resources guide on Oracle Help Center: Chapter 6 > Hire and Manage Workers > Manage Worker Contract

Improved User Experience for In-Progress Employment Approval Notifications

You can enhance user experience in employment approval notifications for in-progress transactions by providing consistent patterns, banners, and messages.

After an employment transaction is submitted for approval, the initiator can view the submission directly from the employment user interface. When the user clicks on the banner message, they can additionally do these actions:

  • View the submitted employment details
  • Track the progress of the approval
  • Withdraw the submitted employment transaction

Initiator View Before the Approval Task Is Created

Approver View Before the Approval Task Is Created

Initiator View After the Approval Task Is Created

Initiator View After Clicking the Link

Observer View After the Approval Task Is Created

Starting a Different Transaction for the Same Worker

Approver View After the Approval Task Is Assigned

Approver View After Clicking the See Details Link

Approver View After Clicking the Edit Info Button

Initiators can track the approval status of their in-progress employment transactions by using consistent patterns, banners, and messages.

Steps to Enable

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

Request for Information from BIP Employment Notifications

You can request information from the initiator, other approvers, or any worker outside of the approval chain by using Request Information action under the Actions menu in the online BIP notification.

Request for Information from Online BIP Notification

Request for Information from a Nonapprover in Online BIP Notification

Approver Chain Shows that Information Is Requested in Online BIP Notification

Nonapprover Receives Notification for Request for Information in Online BIP Notification

Nonapprover View of Actions Menu in Online BIP Notification

Nonapprover Submits Information in Online BIP Notification

Approver Receives Notification for Information Submitted in Online BIP Notification

Approvers List in Online BIP Notification

For email BIP notification, you can request information by sending email only to the initiator. The initiator will get a BIP notification where they can provide the information.

Any attachment that’s added during request for information, or while submitting information is accessible to the approver in online and email notifications.

Email BIP Notification for the Approver

Approver Requests for Information from Initiator of Email BIP Notification

You can easily request and supply information using approval notifications.

Steps to Enable

  1. In the BPM Worklist task configuration, search and select the Manage Employment Approval task.
  2. Select the Notifications tab.
  3. Edit the Request Info task status by clicking the Edit icon in the Notification Header column and select the Assignee value for the Recipient.

Edit by Approver Action Secured in BIP Employment Notifications

We have secured editing of transactions by approvers. The approvers are not allowed to edit the transaction if they don’t have relevant function privilege or data access to the worker. This change is applicable for all employment processes.

Edit Button Not Visible for Approver Who Doesn't Have Access to Worker's Assignment Info

Edit Button Not Visible for Approver Who Has Access to Worker's Assignment Info but No Access to Edit Employment Info

Edit Button Visible for Approver Who Has Access to Worker's Assignment Info and Has Access to Edit Employment Info

Approver Can Edit the Transaction

Improve your security for employment notifications by disabling the Edit button based on function and data access to the worker.

Steps to Enable

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

Audit the Transactions Done Using Responsive Employment Pages

You can track your employment changes by leveraging the audit capability and also view the name of persons who performed the transactions by viewing the audit report.

Until Update 20D, we had a single audit hierarchy named Worker Employment for employment objects. We have now added a new audit hierarchy named Employment Audit Objects based on responsive view objects to cover additional objects and attributes available only on responsive pages. The new audit hierarchy has similar objects as the existing hierarchy and you can use either hierarchy according to your requirements. For new environment in Update 21A, only the new Employment Audit Objects hierarchy will be available.

Also, a new object named Worker Assignment Weekly Working Hours has been added in the new audit hierarchy. This object stores the audit information of the PER_WORKING_HOUR_PATTERNS_F table.

These business objects are enabled for audit:

  • Worker Work Relationship
    • Worker Work Term
      • Worker Assignment
        • Worker Assignment Supervisor
        • Worker Assignment Work Measure
        • Worker Assignment Grade Step
        • Worker Assignment Weekly Working Hours
    • Worker Employment Contract
  • Worker Assignment Additional Info
  • Worker Seniority Date
  • Worker Assignment Eligible Job

As a result, you can now audit employment changes made using these responsive employment flows:

  • Hire Employee
  • Add Pending Worker
  • Add Contingent Worker
  • Add Non Worker
  • Create Work Relationship
  • Manage Work Relationship
  • Add Assignment
  • Promote
  • Local and Global Transfer
  • Transfer
  • Change Location
  • Termination
  • Manage Working Hours
  • Manage Eligible Jobs
  • Manage Seniority Dates
  • Manage Contract

  • Organized structure for auditing employment objects.

  • Additional employment attributes available on responsive pages can now be audited. For example, Source Assignment ID can be audited.

  • Obsolete attributes removed from the audit scope.

  • View the name of persons who performed transactions from the audit report.

Steps to Enable

To enable audit objects, follow these steps:

NOTE: You must have the Application Implementation Consultant role to audit business objects.

  1. In the Setup and Maintenance work area, search and select the Manage Audit Policies task.
  2. In the Audit Level drop-down list for Fusion Applications Business Objects, select Auditing.

  1. Click Configure Business Object Attributes.
  2. In the Product drop-down list, select Global Human Resources.
  3. In the Audit column, select the attributes that you want to audit.

  1. Click Save and Close.

To validate audit, follow these steps:

  1. Perform a transaction using the responsive Employment flow.
  2. In the Navigator, expand Tools, and then select Audit Reports.

  1. Search and validate the audit.

Tips And Considerations

  • You must have the Application Implementation Consultant role to audit business objects.
  • Audit history enables you to view changes to the application data, such as the business objects that were created, updated, and deleted.
  • Only the Work Relationship object will be audited for the Edit Work Relationship flow. Changes to child entities like assignment won't be audited when you make updates using the Edit Work Relationship flow.
  • You must enable the audit using any one of these available hierarchies; Employment Audit Objects or Worker Employment, but not both.

  • The existing and new audit hierarchies can be used with classic and responsive UIs, HCM Data Loader, and REST APIs even if the hierarchies use the existing classic view objects or the new responsive view objects. This is because the audit happens at the underlying entity object level, which is the same for classic and responsive pages.

  • The same employment object name appears twice in the Business Object Type LOV when you search for audit data. This is because the new audit hierarchy also has some objects with same names as the existing audit hierarchy. The objects belonging to the new audit hierarchy will appear first followed by the objects belonging to the existing audit hierarchy.

  • If you have enabled the existing audit hierarchy, you need to use the objects belonging to the existing audit hierarchy (second duplicate employment object name in the list). However, if you are using the new audit hierarchy, you need to use the objects belonging to the new audit hierarchy (first duplicate employment object name in the list).

  • We have renamed the ActionOccurrenceId attribute to When and Why ID at the Action Occurrence entity object level. Users need to consider this change and review their audit reports irrespective of whether they are using the existing or the new audit hierarchy.

  • We have made some minor corrections to the attribute names. For example, AssignmentId is corrected to Assignment ID and EffectiveEndDate to Effective End Date. It’s recommended that users review the attribute names and note any corrections.

  • Before using the new audit hierarchy, we recommend that you test all aspects of the hierarchy including responsive pages, HCM Data Loader, and REST API.

Key Resources

For more information, see the following resource:

  • Chapter 19 > Common Reference Objects > Manage Audit Policies in the Implementing Global Human Resources guide on the Oracle Help Center:

Add Worker Identification Information in the Page Header of Employment Flows

We have improved usability of the page header in employment flows by enabling worker identification information, such as person number, assignment number, and business title.

If you want to show more than one person identifier in the page header, you can concatenate the identifiers using the expression builder.

This screenshot shows an example where the employee name and assignment number are enabled in the page header:

Page Header with the Employee Name and Assignment Number Enabled

The page header gives more information about the worker, in addition to the worker name.

Steps to Enable

This table shows the binding parameters and their corresponding expression values. You can use these values to display worker identification information in the page header.

Binding Parameter Expression

Display Name

#{bindings.DisplayName.inputValue}

Person Number

#{bindings.PersonNumber.inputValue}

Assignment Number

#{bindings.AssignmentNumber.inputValue}

Assignment Name (Business Title)

#{bindings.AssignmentName.inputValue}

Tips And Considerations

  • All the four attributes (display name, person number, assignment number, and business title) if enabled, will appear in a single line in the universal header.
  • The business title and assignment number won't be refreshed in the universal header when it’s updated in flows, such as promote, transfer, and employment details. The changes are reflected after the transaction is committed.

Key Resources

For more information about personalizing the universal header in employment flows, see this document on My Oracle Support:

  • Personalize the Universal Header for Employment Flows (Document ID 2729071.1)

Ease of Configuring Reference Regions in Employment Guided Processes

We have made it easier for you to configure the reference regions in employment guided processes. You can now include read-only regions, such as Seniority Dates and Need Help? Contact Us in the newly added region named Reference Info Regions. You can select Reference Info Regions from the Page Attributes section in HCM Experience Design Studio.

Add Read-Only Regions Under Reference Info Regions

You can easily show or hide the read-only reference information sections.

Steps to Enable

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

Global HR Replaced or Removed Features

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

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

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

Change Legal Employer to be Replaced with Local and Global Transfer Flow in Update 21D

We recommend that you start using the responsive Local and Global Transfer flow introduced in Update 19A. These key features are only available in the Local and Global Transfer flow:

  • Managing assignment extensible flexfields
  • Managing enhanced payroll information and copy options
  • Managing performance goals and documents copy options

NOTE: This is an update to the announcement made in the Update 20B What's New that the Change Legal Employer feature will be replaced in Update 20D.

Manage your data better using the responsive Local and Global Transfer flow.

Steps to Enable

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

Key Resources

For more information, see the following resources:

  • Transfer Actions topic in the Hire and Manage Workers chapter of the Using Global Human Resources guide in the Oracle Help Center
  • The 19A Global Human Resources What's New feature: Local and Global Transfer Guided Process

Role Information

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

Aggregate Privilege Name and Code

Job Role Name

Perform Worker Local and Global Transfers

ORA_PER_TRANSFER_WORKER_LOCAL_GLOBAL

Human Resource Specialist

If you are using the predefined roles, no action is necessary. However, if you are using custom versions of these roles, you must add these 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.

Checklists

Embark on Journeys

You can now use Journeys to guide employees during their personal and professional transitions. Irrespective of the checklist category, Journeys enables all stakeholders involved in a journey to track and manage their tasks effectively in a single consolidated application.

Embark on journeys and provide a unique user experience. Here are some highlights:

  • Journeys supports all categories be it a predefined enterprise onboarding category or a user-defined checklist category.
  • Ease of task navigation and completion.
  • Support for user-defined images on the landing page. Each journey can have it's own image if you configure the image URL on the Messages tab of the template.
  • Visual indicator for completed tasks.
  • Visual progress bar for overall status.
  • Badges for overdue journeys.
  • Filter chips for faster searching.

All Journeys on the Employee Landing Page

Employee Goes Into a Specific Journey and Sees Their Task Progress

Employee Can Easily Identify Completed Tasks

Mark a Task as Done to Open the Next Task

Manager or HR Specialist Landing Page Lists All Employee Journeys

Managers and HR Specialists Can Go to a Specific Employee Journey

Managers and HR Specialists Can Go to the My tasks Tab to See Tasks Across Journeys

This creates a single consolidated user interface to manage all checklists and ease in performing tasks.

Steps to Enable

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

You must enable the following profile option to use Journeys:

Field Value

Profile Option Code

ORA_PER_JOURNEYS_ENABLED

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

  1. Search for and click the Manage Administrator Profile Values task.   
  2. Search for and select ORA_PER_JOURNEYS_ENABLED.
  3. Change the Profile Value from N to Y.
  4. Click Save and Close.

Tips And Considerations

  • When the profile option for Journeys is enabled, you can't access the apps for Onboarding and Checklist Tasks. The Allocate Checklists quick action under My Team and My Client Groups will also not be available.
  • Journeys is built using a new tool called Visual Builder Cloud Service (VBCS). Hence, the branding, logo, theme, and color scheme of the VBCS based pages will be different or they might not appear the same as   they do in the current ADF-based pages. Currently, changing the branding, logo, color scheme and theme of Journeys pages isn't supported.
  • For performing tasks such as Configurable Form or Questionnaire, you will be redirected to ADF Responsive pages.
  • All notifications will continue to be as is. Clicking on the URL in the notification will direct the user to the ADF responsive pages and not the Journeys VBCS pages.
  • Assign Journey, Delete Journey, Force Close Journey, Add Task, Add Task from Library, Edit Journey, Edit Task aren't available in the Journeys user interface.
  • Mass actions such as mass reassign, mass reminders aren't available for line managers and HR specialists to perform in the Journeys user interface.
  • Functional messages (confirmation, warning, or error) aren't displayed in the Journeys user interface. Currently, only technical messages are displayed when an error or warning condition occurs.
  • Workers can mark a task as Done even if they haven't accessed or visited the task even once. That is, they can mark the task as Done even if they haven't clicked these links in the task:·  
    • Go to application task in an Application task  
    • Go to website in an External URL task
    • Go to website in an I-9 Verification task
    • Go to website in a DocuSign task
    • See document in a Native Electronic Signature task
    • See document in a Report task
  • All completed journeys will appear on the Journeys page with a Completed badge.
  • If an employee has only one journey assigned and the user clicks on the Journeys app under Me, they will be directly taken to that specific journey page and won’t be able to view the My Tasks tab. 

Key Resources

  • For more information, see Chapter 11, Checklists in the Implementing Global Human Resources guide on Oracle Help Center.

Role Information

Duty Roles

Job or Abstract Role

Access Journey by Worker

ORA_PER_ACCESS_JOURNEY_BY_WORKER

Employee

Contingent Worker

Pending Worker

Use REST Service - Public Workers Read Only PER_REST_SERVICE_ACCESS_PUBLIC_WORKERS_RO

Employee

Contingent Worker

Pending Worker

Manage Journey by Manager

ORA_PER_MANAGE_JOURNEY_BY_MANAGER

Line Manager

Manage Journey by HR

ORA_PER_MANAGE_JOURNEY_BY_HR

Human Resource Specialist

View Journey

ORA_PER_VIEW_JOURNEY

Human Resource Analyst

Enhanced Configuration Option to Store Document Records for Task Performer or Checklist Assignee

Store data accurately by configuring the option which enables you to store attachments, electronically signed documents, and reports either for the task performer or checklist assignee.

If the task is configured to be stored against Checklist Assignee, the document will be stored against Checklist Assignee (person to whom the checklist is assigned to) irrespective of who completes the task. This option is available in the task setup page, both in a checklist template as well as in the task library.

Specify For Whom the Attachment Should Be Stored

This feature allows you to control access to data and ensure data consistency.

Steps to Enable

Modify the task configuration to specify where the document should be stored:

  1. On the checklist task setup page, for Documents Are For select either Assignee or Performer
  2. Click Save.

Tips And Considerations

  • This feature is applicable only for:
    1. Attachments added to any allocated task
    2. BIP report generated as part of the Report task type
    3. Signed document generated as part of the Native Electronic Signature task type.
  • Default behavior will not change unless you update your configuration. That is, task attachments, generated BIP reports, and electronically signed documents will continue to be saved in the task performer's document records.
  • I-9 documents will continue to be stored against the checklist assignee only. For this task type, the Documents Are For LOV will be disabled. If there are multiple task performers (i.e. Area of Responsibility), then the signed-in person's Document Records will be considered when the configuration option is set to Performer.
  • The option to select either checklist assignee or task performer is available in the task setup page, both in a checklist template as well as in the task library.

Key Resources

For more information, see the following chapters in the Implementing Global Human Resources Guide in the Oracle Help Center:

  • Chapter 11 - Checklists
  • Chapter 12 - Document Records

Control Task Assigned Notification for a Task Performer

You can now control the notification that is sent to a performer when a task is assigned by modifying the notification settings for the task. Deselect Performer for notifications that are sent when a task is assigned or reassigned in the Notifications and Reminders tab on the task setup page.

Deselect Performer to Control Task Notifications 

By using this feature you can reduce the number of task email notifications sent to the user.

Steps to Enable

  1. On the Checklist Task setup page, click the Notifications and Reminders tab.
  2. Select Task assigned or reassigned from the Notification Overrides drop-down list and deselect Performer.
  3. Click Save and Close.

Tips And Considerations

  • Task notifications will be sent unless you deselect Performer.
  • Tasks for which you deselect Performer won’t be included in the Summary task notification as well.

Key Resources

  • For more information, see Chapter 11, Checklists in the Implementing Global Human Resource Guide on Oracle Help Center.

Prevent Task Performers from Updating Checklist Task Status Directly from the Notification

You can prevent task performers from updating the checklist task status directly from the task notification now. If you specify Hide for either Mark as Complete or Mark a Task as Not Applicable when configuring task display properties, both the action buttons don't appear on the task notification. 

Hide the Action for Task Performer

Both Mark as Complete and Mark As Not Applicable Buttons Don't Display in the Task Notification

Restricts users from marking a task as complete directly from the task notification without actually visiting the task.

Steps to Enable

To configure the display property:

  1. On the Checklist Task setup page, click the Display Properties tab.
  2. In the Task Property column, select Mark a Task as Not Applicable and click Edit.
  3. Specify Hide for Performer.
  4. Click Save and Close.

Tips And Considerations

  • If you configure Hide for either Mark a Task as Complete or Mark a Task As Not Applicable, the setting is applied to both action buttons in task notifications.
  • The task notification in this case becomes an FYI notification instead of an action required notification.

Key Resources

  • For more information on checklists, see Chapter 11, Checklists in the Implementing Global Human Resources Guide on Oracle Help Center.

Restrict IP Address Display in Native Electronic Signature Checklist Tasks

You can protect the confidentiality of electronically signed documents as the display of the IP address is restricted both in the responsive and Journeys task pages.

Display of IP Address Restricted in Task Page

Protect confidential data and ensure data integrity.

Steps to Enable

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

Tips And Considerations

  • It is recommended not to include the IP address attribute in the custom BI report that you build.

Document Records

Classify Document Types as Person-Based or Assignment-Based

It's now possible to specify for each document type if document records created for that document type are applicable for a person or an individual assignment of the person. You can specify either Person or Assignment when you set up the document type.

Specify Person or Assignment for Document Type Level

When a worker who has multiple assignments is adding a document record for themselves, a LOV displays all their existing assignments (Active/Inactive/Suspended) with the value of the Active Primary assignment defaulted. The selected (single) Assignment ID is stored against that document record. This LOV will be read-only once the document record is created or submitted for approval. The approver can't modify the Assignment ID selected by the initiator as part of the Edit the Transaction feature. The value of the Assignment ID can be updated using HCM Spreadsheet Data Loader (HSDL), HCM Data Loader (HDL), and REST API. On the document records landing page, the Business Title (Assignment Name) is displayed for each document record that has an Assignment ID stored against it.

Multiple Assignments Displays in LOV with Primary Assignment Defaulted for Employee on the Add Document Record Page

Business Title Displays on the Employee's Document Records Summary Page

When a manager adds a document record for a worker who has multiple assignments, the business title of the worker's assignment selected by the manager is displayed as read-only for reference. If a manager wants to select a different assignment of the worker, they need to launch the document records from the user interface again with the required worker assignment.

Managers Can See the Business Title in Read-Only Mode When Adding a Document Record

With this feature you will now be able to specify which document records are for a particular assignment.

Steps to Enable

To specify the document type level: 

  1. In Setup and Maintenance, go to the Document Types task and click Create.
  2. In the Document Type Information section, select either Person or Assignment for Document Type Level.

Tips And Considerations

  • All existing document types are set to 'Person' by default. 
  • There’s no restriction to change the value from Person to Assignment. However, you must populate the Assignment ID for all document records for that document type. Else, such document records will continue to work at the Person level.
  • You can change the value from Assignment to Person only if there’s no Assignment ID stored against document records created for that document type.
  • If you specify Person, the Assignment ID in document records is not populated.
  • If you specify Assignment and the worker has only one active assignment, then that Assignment ID is populated in document records as default.
  • Assignment ID is not stored during the update flow from the user interface and can’t be updated from the user interface while editing the document record. However, you can update the document record to add the Assignment ID using HSDL, HDL, or REST.

Route Document Record Approvals Using Current Assignment Hierarchy

You can now configure your approval rules and route approvals using the current assignment hierarchy for document records. The default routing uses the primary assignment hierarchy, but now you can route approvals to nonprimary assignment managers as well.

Route Approvals to the Current Assignment Hierarchy

Control access of data and ensure approvals are correctly routed.

Steps to Enable

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

Tips And Considerations

  • This feature will not replace your existing application behavior, but if you want to leverage the feature, you have to make the necessary configuration changes.
  • This feature is applicable only to document record related approvals.
  • The default approval rule is set to primary assignment hierarchy.
  • If the approval rule is set to primary assignment hierarchy, irrespective of which assignment you select, the approval always goes to the line manager of the primary assignment.
  • If the approval rule is set to current assignment hierarchy, the approval always goes to the line manager of the assignment you selected.

Key Resources

  • For more information, refer to Chapter 14, Notifications and Approvals in the Implementing Global Human Resources Guide on Oracle Help Center.

Document Records Displayed Based on Assignment Access When Assignment-Level Security Is Configured

You can now display document records based on assignment access.

When assignment-level security is enabled the document records landing page user interface displays these records:

  • Document Records based on document types which are configured as person-based and
  • Document Records based on document types which are configured as assignment-based but don’t have Assignment ID stored against those document records and
  • Document Records based on document types which are configured as assignment-based and have Assignment ID matching the list of Assignment IDs the user has access to.

The display behavior listed in the previous section also applies to these areas

  • Document record analysis built using OTBI subject area
  • Document record BIP reports based on secured views
  • Response received using Get methods of Document Records REST API

If you try to create, update, or delete a document record using REST or HSDL for an assignment for which you don’t have access, the application displays an error.

Managers Can See Only Document Records Relevant to the Worker's Assignment They Have Access To

With this feature you can control data access and ensure data security is maintained.

Steps to Enable

For more information about the steps for enabling assignment-level security, see the 21A HCM Common What's New - Secure Access for Workers with Multiple Assignments feature's Steps to Enable section.

Tips And Considerations

  • If assignment-level security is not enabled but the document type is assignment-based, it will still be displayed like any person-based document record.

Key Resources

  • For more information about assignment-level security, see the 21A HCM Common What's New feature: Secure Access for Workers with Multiple Assignments.
  • For implementing assignment-level security in HCM, see this document on My Oracle Support: Implementing Assignment-Level Security in HCM (Document ID 2700661.1)

Flexibility for Approver to Edit Document Record Submitted for Approval

Approvers of a document record transaction now have the flexibility to edit a submitted document record instead of rejecting it.

Document Record Edit by Approver in Online Notification

Document Record Edited by Approver

Avoids duplication of effort in recreating and submitting the rejected or withdrawn document record.

Steps to Enable

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

Tips And Considerations

  • Approvers can use the Edit button in the online notification and the Transaction Details hyperlink in the email notification, to edit the document record pending their approval.
  • If the approver doesn’t have access to the Document Records user interface, the Edit button doesn't display in the online notification.
  • If the approver doesn’t have manage access to any document records of the worker or doesn't have access to manage the document record submitted for approval due to a document type security restriction, they will still see the Edit button. An error message displays when they click Edit.
  • This change will be applicable only to notifications generated after Update 21A is applied to the environment.
  • For document types used in generating letters, if the approver edits the document record then the changed data is updated in the generated letter.

Specify Publish Date When Adding Document Records

Use the Publish Date field on the Add Document Records page to publish document records from a specific date. If Publish Required is set to Yes when you configure the document type, the Publish Date field displays on the Add Document Record page as a required field.

Use Publish Date to Specify from When the Document Record for a Document Type Is Available

You now have the ability to track from when a document record is available.

Steps to Enable

To specify the publish date:

  1. In the Setup and Maintenance work area, go to the Document Types task.
  2. In the Search Results area, click the Create icon. The Create Document Type page is displayed.
  3. In the Document Type Information area, click Yes for the Publish Required option when you enter the details.

Tips And Considerations

Here are a couple of things to note about the Publish Date field:

  • It displays as a required field only when Publish Required is configured to Yes on the Document Type setup page.
  • Users can see the field only in the Add Document Record flow.
  • It's not available in the Edit Document Record flow.
  • If the publish date is in the future, the Document Record won't display on the user interface until that date.
  • It's updateable through REST or HDL as well.

Key Resources

  • For more information on configuring document records, see Chapter 12, Document Records in the Implementing Global Human Resources Guide.

Ability to Include Instructional Attachments for Document Types

You can now leverage the ability to add instructional attachments on the Document Types setup page for users to download and use as reference. When you attach a file for a selected document type, users see the file in Reference Info when they create document records of that document type on the Document Records page.

The files you attach can be of any format such as image, document, or pdf. However, only attachments of the type 'image' can be previewed through the hyperlink. All other attachment formats need to be downloaded.

Add Instructional Attachments for Document Types

Preview of Attachment When Adding a Document Record

With this feature you now have the ability to share instructions or sample documents to help end-users create accurate and relevant document records.

Steps to Enable

To include an attachment for a document type:

  1. In Setup and Maintenance, go to the Document Types task.
  2. On the Document Types page, click Create or Edit for the document type for which you want to include an attachment.
  3. In the page that displays, click the Attachments tab to specify the details of the file that you want to attach as reference.

Tips And Considerations

  • Preview of attached files is supported only on the desktop.

Key Resources

  • For more information, see Chapter 12, Document Records in the Implementing Global Human Resources Guide on Oracle Help Center.

Support for Flexfields in Document Types

Make use of newly added document type descriptive flexfields to record custom attributes for document types. Use the Document Type Descriptive Flexfields task in Setup and Maintenance to configure the flexfields.

Code Name Used

PER_DOCUMENT_TYPE_DFF

Document Type Descriptive Flexfield

For capturing organization specific information for document types.

PER_DOCUMENT_TYPE_LEG_DDF

Document Type Developer (legislative) Flexfield

For capturing legislation specific information for document types.

Configure Custom Attributes for Document Types

Store custom attributes for document types like retention period.

Steps to Enable

To configure the document type descriptive flexfield:

  1. In Setup and Maintenance, go to the Document Type Descriptive Flexfields task.
  2. On the Document Type Descriptive Flexfields page, select PER_DOCUMENT_TYPE_DFF and click Edit.

Tips And Considerations

  • Additional Information tab on the Document Type Setup page displays flexfield details for that document type.
  • The Developer Descriptive Flexfields (DDF) are available only for Oracle Localization use.

Key Resources

For more information, refer the Configuring and Extending Applications Guide in Oracle Help Center for the following topics:

  • Descriptive Flexfields
  • Overview of Flexfield Configuration
  • Flexfield Deployment

Additional Segments Added to Document Record Flexfield

You can use the increased size of user-defined descriptive flexfields (DFFs) and developer flexfields (DDFs) to include more information about document record attributes. We have added 10 new columns of size 4,000 characters and 5 new columns of type timestamp which can store date and time value.

Descriptive Flexfields and Developer Flexfields

Flex Code Name Column Name DataType

PER_DOCUMENTS_OF _RECORD_DFF

Documents of Record Attributes

DEI_ATTRIBUTE31 to DEI_ATTRIBUTE40

VARCHAR

(4000)

PER_DOC_OF_RECORD_ LEG_DDF

Documents of Record Legislative Information

DEI_INFORMATION31 to DEI_INFORMATION40

VARCHAR

(4000)

PER_DOCUMENTS_OF _RECORD_DFF

Documents of Record Attributes

DEI_ATTRIBUTE_TIMESTAMP1 to DEI_ATTRIBUTE_TIMESTAMP5

TIMESTAMP

PER_DOC_OF_RECORD _LEG_DDF

Documents of Record Legislative Information

DEI_INFORMATION_TIMESTAMP1 to DEI_INFORMATION_TIMESTAMP5

TIMESTAMP

Increased Size to Accommodate 4000 Characters

Configure Large Text and Timestamp Segments

Display of Large Text and Timestamp Segments on Add Document Records Page

Now you can expand your data capture with the add segments for document types and large text descriptions for document record flexfield attributes.

Steps to Enable

To configure the document record descriptive flexfield:

  1. In Setup and Maintenance, go to the Document Records Descriptive Flexfields task.
  2. Select a flexfield and click Edit.

Tips And Considerations

  • The Developer Descriptive Flexfield (DDF) is available only for Oracle Localization use.
  • Large text segment should be configured as Text area in Display Type.

Key Resources

For more information, refer the Configuring and Extending Applications Guide in Oracle Help Center for the following topics:

  • Descriptive Flexfields
  • Overview of Flexfield Configuration
  • Flexfield Deployment

Restrict Deletion of Seeded Document Types

Deletion of predefined document types is now restricted even if there are no document records created for that document type.

Also, leading and trailing spaces in Document Type name are automatically removed when configuring a new document type. System document type name remain unchanged.

Deletion of a Predefined Document Type Is Restricted

Control errors with consistent setup data for Document Types.

Steps to Enable

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

Tips And Considerations

  • Any document type, predefined or customer configured, that has a document record can't be deleted.
  • Leading and trailing spaces are automatically removed from a Document Type name when you create a new document type or edit an existing document type.

Improved Layout of Document Type Setup Page

It's now easy to configure document types in the improved Document Types setup page. Information is logically grouped in tabs thereby enhancing the layout and making for a better user experience.

The tabs in the new layout are:

  • Document Record Preferences
  • Additional Information
  • Document Delivery Preferences
  • Attachments

The System Document Type now displays on the setup page, once the document type is created.

Improved Document Type Setup Layout

Additional Information Displays Only if Flexfields Are Configured

Specify Document Delivery Preferences

Include Instructional Attachments to Help Users When Adding a Document Record

Enhance your users experience and get better organization of information.

Steps to Enable

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

Key Resources

  • For more information on document records, see Chapter 12, Document Records in the Implementing Global Human Resources Guide on Oracle Help Center.

Updated Return Navigation of Deep Links for Document Records and Document Delivery Preferences

Use the simplified return navigation in the document records and document delivery preferences deep links. When you launch these links from Me, My Team, or My Client Groups they now return to Personal Info, My Team, and Directory respectively.

Ensure consistent behavior across deep links.

Steps to Enable

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

Tips And Considerations

If you are using the 'DOCUMENT_RECORDS,NONE' or 'EMP_DOC_DELIVERY_PREF,NONE' deep link for employees and they don't have access to Personal Info, then the deep link will not work.

Control Document Records Access in OTBI

You can now control access to person and document records data in OTBI reports using the new secured HR_DOR_REPORTING_LIST_V view implemented in the Document of Records Realtime subject area.

This feature allows for consistent security results when accessing document records for workers.

Steps to Enable

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

Work Structures

Locations: Conversion of Time Zone Code and Geographic Hierarchy Fields to Client Side List of Values

Time Zone Code and Geographic Hierarchy fields are now converted to client-side list of values (LOVs) in the Location Details responsive pages.

Now, you can see the time zone code and the time zone offset.

Time Zone Code and Geographic Hierarchy Client-Side LOVs

You can now enter a search term in these LOVs to easily find the matching results.

Steps to Enable

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

New REST Resource for Geographic Hierarchy

You can now use the geographicHierarchiesLov REST resource to view geographic hierarchies.

You can easily search for geographic hierarchies.

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Role Information

The following table shows the existing aggregate privilege that support features in this update and the predefined roles that inherit them.

Aggregate Privilege Name Job or Abstract Role

PER_REST_SERVICE_ACCESS_WORKFORCE_STRUCTURE_LOVS_PRIV

Human Capital Management Integration Specialist

Human Capital Management for Brazil

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

Attribute Visibility Changes

Leverage changes to the display of the following attributes, which are delivered as Transaction Design Studio rules.

Actions: Add Contingent Worker, Add Pending Worker, Add a Nonworker, Create Work Relationship, Edit Pending Worker, Hire an Employee

  • Show Person Legislative Information Developer Attributes (Labor and Social Welfare Portfolio or CTPS Number, Series, Issuing State, and Issuing Date)
  • Show Ethnicity
  • Show Highest Education Level
  • Show Driver's Licenses Place of Issue
  • Show Driver's Licenses To Date
  • Show Person Drivers License Legislative Attributes (First Issue Date)

Action: Add Contingent Worker

  • Hide Work Relationship Legislative Information

Action: Resignation

  • Hide Work Relationship Legislative Information (in the Resignation Info region)

Action: Termination

  • Show Work Relationship Legislative Information

See the Key Resources section for more information about the segments included in the Work Relationship Legislative Information flexfield.

CTPS Details Shown in the Legislative Info Section of the Hire an Employee Action

Create a better user experience by leveraging changes to the display of the attributes covered by this feature. These changes are delivered as Transaction Design Studio rules and make the data capture more aligned with local cultural expectations and legislative requirements.

Steps to Enable

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

Tips And Considerations

If the changes made to the visibility of the attributes covered by this feature don't meet your business requirements, you can modify their visibility using Transaction Design Studio.

Key Resources

See the following My Oracle Support documents for more information:

  • Oracle Support Document 2504404.1 (Transaction Design Studio – What It Is and How It Works)
  • Oracle Support Document 2333209.1 (Oracle HCM Cloud Seeded Legislative Descriptive Flexfields Localizations)

Human Capital Management for Canada

Oracle Fusion HRMS (Canada) supports Canada-specific features and functionality. It enables users to follow Canada's business practices and comply with its statutory requirements.

Attribute Visibility Changes

Create a better user experience by leveraging changes to the display of the attributes covered by this feature. These changes are delivered as Transaction Design Studio rules and make the data capture more aligned with local cultural expectations and legislative requirements. The changes highlighted below were delivered in this release.

Actions: Add Assignment, Change Assignment

  • Show Reporting Establishment

Action: Resignation

  • Hide Work Relationship Legislative Information (in the Resignation Info region)
    • NAICS Override Code

See the Key Resources section for more information about the segments included in the Work Relationship Legislative Information flexfield.

Create a better user experience by leveraging changes to the display of the attributes covered by this feature. These changes are delivered as Transaction Design Studio rules and make the data capture more aligned with local cultural expectations and legislative requirements.

Steps to Enable

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

Tips And Considerations

If the changes made to the visibility of the attributes covered by this feature don't meet your business requirements, you can modify their visibility using Transaction Design Studio.

Key Resources

See the following My Oracle Support documents for more information:

  • Oracle Support Document 2504404.1 (Transaction Design Studio – What It Is and How It Works)
  • Oracle Support Document 2333209.1 (Oracle HCM Cloud Seeded Legislative Descriptive Flexfields Localizations)

Human Capital Management for China

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

Use the Import Management Tool to Import Geographical Values for China

You can use the Import Management tool to import the country geography structure and values for China. This tool works in a similar way as the Load Geographies for China task.

NOTE: The Load Geographies for China task has been decommissioned in this release.

The Import Management Tool creates a geographical value only if it doesn't exist in the application. If a value already exists, then it's retained as-is. You can use the tool to only create a new geographical value; but not correct or update an existing geographical value.

Create Geographical Hierarchy

To create the geographical hierarchy, do these steps:

  1. Review the country structure data in the CN_GeoStructureInterface.csv file, which is available for download in the Document ID: 1466218.1 on My Oracle Support, and make the required changes.
  2. From the Navigator, under Tools, click Import Management, which opens the Manage Imports page.
  3. Click the Create Import Activity button, which opens the Create Import Activity page.
  4. In the Name field, specify a name for the import activity.
  5. Form the Object drop-down list, select Country Structure.
  6. Click the Browse button beside the File Name field to upload the CN_GeoStructureInterface.csv file.
  7. From the Date Format drop-down list, select US - MM/DD/YYYY.
  8. From the File Encoding drop-down list, select Unicode - UTF-8.
  9. Click Next.
  10. On the Map Fields page, the mapping is done automatically by the application. Review the mapping information on this page and click Next
  11. On the Review and Submit page, click Submit to start the import process. 
  12. On the Import Status page, monitor the progress of the import process. After the geography structure is successfully created, you can create the geographical values.

Create Geographical Values

To create the geographical values, do these steps:

  1. Review the geography data in the CN_GeographyInterface.csv file, which is available for download in the Document ID: 1466218.1 on My Oracle Support, and make the required changes.
  2. From the Navigator, under Tools, click Import Management, which opens the Manage Imports page.
  3. Click the Create Import Activity button, which opens the Create Import Activity page.
  4. In the Name field, specify a name for the import activity.
  5. Form the Object drop-down list, select Geography.
  6. Click the Browse button beside the File Name field to upload the CN_GeographyInterface.csv file.
  7. From the Date Format drop-down list, select US - MM/DD/YYYY.
  8. From the File Encoding drop-down list, select Unicode - UTF-8.
  9. Click Next.
  10. On the Map Fields page, the mapping is done automatically by the application. Review the mapping information on this page and click Next.
  11. On the Review and Submit page, click Submit to start the import process.
  12. On the Import Status page, monitor the progress of the import process. After the geographical values are created, you can set up the validation rules by using the Manage Geographies task.

Create Geography Validation Rules 

To create the geography validation rules, do these steps:

  1. In the Setup and Maintenance work area, click the Tasks pane and select Search.
  2. On the Search page, search for and select the Manage Geographies task.
  3. On the Manage Geographies page, in the Country Name field, enter China and click Search.
  4. Click the check mark in the Validation Defined column.
  5. In the Geography Mapping and Validation section, select these mapping options:
    Geography Type Map to Attribute Enable List of Values Geography Validation
    Province Province Select this check box Select this check box
    Prefecture City - -
    County Additional address attribute 2 - -
  6. In the Geography Validation Control section, from the Geography Validation Level for Country drop-down list, select a value.
  7. Click Save and Close.

Make the application easier to use with the least manual intervention possible.

Steps to Enable

Before you use the Import Management tool to import geographical values for China, you need to set up the CN_GEO_CODE lookup code:

  1. In the Setup and Maintenance work area, click the Tasks pane and select Search.
  2. On the Search page, search for and select the Define Geographies for Human Capital Management task.
  3. In the Define Geographies for Human Capital Management task list, click the Manage Geography Lookups task. 
  4. On the Manage Geography Lookups page, click HZ_GEO_IDENTIFIER_SUBTYPE.
  5. In the Lookup Codes section, click the Create icon to add the CN_GEO_CODE code as follows:
    Lookup Code Enabled Start Date  Meaning Description  Tag

    CN_GEO_CODE

    Select this check box. (Optional) For example, January 1, 1951.

    Chinese Geography Code

    The geography code from the Chinese recommended national standard document 2260, which is issued by the Standardization Administration of China.

    C
  6. Click Save and Close.

Hide the Contract Legislative Attributes Using Experience Design Studio

You can now simplify the contract management process by hiding the delivered legislative attributes that are not used by your organization.

Only the Legislative Contract Attributes Used by Your Organization Are Visible in the Contract Info Section

Simplify the contract data capture process by hiding the legislative attributes that are not used by your organization.

Steps to Enable

Do these steps to hide the unused contract legislative attributes:

  1. Click Navigator > Configuration > Sandboxes to create and enter a sandbox with the HCM Experience Design Studio configuration option.
  2. On the Home page, click My Client Groups > Quick Actions > Employment > HCM Experience Design Studio.
  3. Click Transaction Design Studio.
  4. From the Action list, select Employment Contracts.
  5. In the Rules section, click Add to create your own rule.

  1. On the Edit Rule page, in the Basic Details section, do the following:
  • In the Name field, enter a name for the rule.
  • In the Description field, enter a description for the rule.
  • From the Country list, select China.

  1. In the Page Attributes section, do the following:

  • From the Region list, select Contract Info.

  • Click the Edit button beside Contract Legislative Attributes.

  1. From the Flexfield Context Code list, select CN.
  2. From the Flexfield Attributes list, select the attribute that you want to hide.
  3. Deselect the Visible check box.

 

  1. Repeat steps 9 through 10 to hide any other attributes.
  2. Click Done.

Human Capital Management for Germany

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

Predefined Values and Validations for National Identifier

You can capture and report additional data for employees in Germany by entering the Social Insurance Number and Tax Identifier. These validations are performed in the User Interface and Worker Data Validation Report:

Social Insurance Number

  • Validations for the social insurance number. It should be 12 digits in the format NNNNNNNNLNNN, where N is a number and L is a letter.
  • Check digit validation for the social insurance number.

Tax Identifier

  • Validations for the tax identifier, which should be numeric with 11 digits.
  • Check digit validation for the tax identifier.

These predefined values and validations enable you to have data accuracy and consistency.

Steps to Enable

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

Human Capital Management for India

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

Use the Import Management Tool to Import Geography Values for India

You can use the Import Management tool to import the country geography structure and values for India. This tool works in a similar way as the Load Geographies for India task.

NOTE: The Load Geographies for India task has been decommissioned in this release.

The Import Management Tool creates a geographical value only if it doesn't exist in the application. If a value already exists, then it's retained as-is. You can use the tool to only create a new geographical value; you cannot correct or update an existing geographical value.

Create Geographical Hierarchy

To create the geographical hierarchy, do these steps:

  1. Create a CSV file with the geography structure for India. The geography structure for India consists of the following geography types:

  • Country
  • State
  • City
  • Postal Code
  1. From the Navigator, under Tools, click Import Management, which opens the Manage Imports page.
  2. Click the Create Import Activity button, which opens the Create Import Activity page.
  3. In the Name field, specify a name for the import activity.
  4. Form the Object drop-down list, select Country Structure.
  5. Click the Browse button beside the File Name field to upload the geography structure CSV file you created in step 1.
  6. From the Date Format drop-down list, select US - MM/DD/YYYY.
  7. From the File Encoding drop-down list, select Unicode - UTF-8.
  8. Click Next.
  9. On the Map Fields page, the mapping is done automatically by the application. Review the mapping information on this page and click Next
  10. On the Review and Submit page, click Submit to start the import process. 
  11. On the Import Status page, monitor the progress of the import process. After the geography structure is successfully created, you can create the geographical values.

Create Geographical Values

To create the geographical values, do these steps:

  1. Create a CSV file with geography values for India according to the geography structure.
  2. From the Navigator, under Tools, click Import Management, which opens the Manage Imports page.
  3. Click the Create Import Activity button, which opens the Create Import Activity page.
  4. In the Name field, specify a name for the import activity.
  5. Form the Object drop-down list, select Geography.
  6. Click the Browse button beside the File Name field to upload the geography values CSV file that you created in step 1.
  7. From the Date Format drop-down list, select US - MM/DD/YYYY.
  8. From the File Encoding drop-down list, select Unicode - UTF-8.
  9. Click Next.
  10. On the Map Fields page, the mapping is done automatically by the application. Review the mapping information on this page and click Next.
  11. On the Review and Submit page, click Submit to start the import process.
  12. On the Import Status page, monitor the progress of the import process. 

Make the application easier to use with the least manual intervention possible.

Steps to Enable

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

Human Capital Management for Kuwait

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

Contact Lookup Updates

With this enhancement, the lookup types ORA_PER_CONTACT and CONTACT are updated to display consistent values across GCC countries. You can access the updated contact types from the Contacts tab on the Person Details page by clicking on the Create icon.

New contacts are added for the lookup types based on the country:

  • United Arab Emirates: Added Daughter, Father, Mother, Son, In Law, Other.
  • Kuwait: Added Daughter, Father, Mother, Son, In Law, Other.
  • Saudi Arabia: Added Daughter, Father, Mother, Son, In Law, Other.
  • Qatar: Added Adopted child, Child, Domestic partner, Emergency, Friend, Contact, Foster child, Parent, Domestic partner child, Step child.

With this feature you will have consistent values across all GCC countries.

Steps to Enable

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

Human Capital Management for Mexico

Attribute Visibility Changes

Create a better user experience by leveraging changes to the display of the attributes below. These changes are delivered as Transaction Design Studio rules and make the data capture better aligned with local cultural expectations and legislative requirements.

Actions: Add Assignment, Add Contingent Worker, Add Pending Worker, Add a Nonworker, Create Work Relationship, Edit Pending Worker, Hire an Employee

  • Show Overtime Period for Payroll
  • Show Time Card Required for Payroll

Actions: Add Assignment, Change Assignment

  • Show Reporting Establishment

Action: Resignation

  • Hide Work Relationship Legislative Information (in the Resignation Info region)

Create a better user experience by leveraging changes to the display of the attributes covered by this feature. These changes are delivered as Transaction Design Studio rules and make the data capture more aligned with local cultural expectations and legislative requirements.

Steps to Enable

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

Tips And Considerations

If the changes made to the visibility of the attributes covered by this feature don't meet your business requirements, you can modify their visibility using Transaction Design Studio.

Key Resources

See the following My Oracle Support documents for more information:

  • Oracle Support Document 2504404.1 (Transaction Design Studio – What It Is and How It Works)
  • Oracle Support Document 2333209.1 (Oracle HCM Cloud Seeded Legislative Descriptive Flexfields Localizations)

Days / Hours * Rate Elements Enabled for Payroll Interface

Take advantage of the newly enabled Days*Rate and Hours*Rate calculation rule for Mexico Standard Earnings elements with a category of Standard. This has been made available for Payroll Interface license customers that do not wish to create time card elements.

Days/Hours based elements for Payroll license customers must be created with a category of Time Card.

Days/Hours * Rate Elements Enabled for Payroll Interface

Take advantage of the newly enabled Days*Rate and Hours*Rate calculation rule for Mexico Standard Earnings elements with a category of Standard, when you don’t wish to create time card elements.

Steps to Enable

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

Human Capital Management for Netherlands

Oracle Fusion HRMS (Netherlands) supports Dutch-specific features and functionality. It enables users to follow Dutch business practices and comply with its statutory requirements.

Work Relationship Legislative Information Hidden on Termination

With this enhancement, you can set the work relationship legislative information either to be visible or hidden based on your requirement using Transaction Design Studio. For example, when you're hiring a worker you can set the Hire Date to visible and hide the Termination Date.

Steps to configure a rule in Transaction Design Studio:

  1. Enter a sandbox.
  2. Select HCM Experience Design Studio Tool
  3. Enter Transaction Design Studio.
  4. Select Action Hire an Employee.
  5. Create a rule setting Country=Netherlands.
  6. In the Page Attributes section, select Region as Work Relationship Info and edit the Work Relationship Legislative Information.
  7. Select the Flexfield Attributes for termination date.
  8. Select the Visible option to set the required attribute as visible.
  9. Save the transaction.

Display or Hide Work Relationship Legislative Information based on your requirement.

Steps to Enable

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

Human Capital Management for Qatar

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

Contact Lookup Updates

With this enhancement, the lookup types ORA_PER_CONTACT and CONTACT are updated to display consistent values across GCC countries. You can access the updated contact types from the Contacts tab on the Person Details page by clicking on the Create icon.

New contacts are added for the lookup types based on the country:

  • United Arab Emirates: Added Daughter, Father, Mother, Son, In Law, Other.
  • Kuwait: Added Daughter, Father, Mother, Son, In Law, Other.
  • Saudi Arabia: Added Daughter, Father, Mother, Son, In Law, Other.
  • Qatar: Added Adopted child, Child, Domestic partner, Emergency, Friend, Contact, Foster child, Parent, Domestic partner child, Step child

With this feature you will have consistent values across all GCC countries.

Steps to Enable

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

Human Capital Management for Saudi Arabia

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

Work Relationship Legislative Information Hidden on Termination

With this enhancement, you can set the work relationship legislative information either to visible or hidden based on your requirement using Transaction Design Studio. For example, when you're hiring a worker you can set the Hire Date to visible and hide the Termination Date.

Steps to configure a rule in Transaction Design Studio:

  1. Enter a sandbox.
  2. Select HCM Experience Design Studio Tool.
  3. Enter Transaction Design Studio.
  4. Select Action Hire an Employee.
  5. Create a rule setting Country=Saudi Arabia.
  6. In the Page Attributes section, select Region as Work Relationship Info and edit the Work Relationship Legislative Information.
  7. Select the Flexfield Attributes as Hijri Termination Date and check the Visible checkbox to set the required attribute as visible.
  8. Save the transaction.

Display or Hide Work Relationship Legislative Information based on your requirement.

Steps to Enable

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

Contact Lookup Updates

With this enhancement, the lookup types ORA_PER_CONTACT and CONTACT are updated to display consistent values across GCC countries. You can access the updated contact types from the Contacts tab on the Person Details page by clicking on the Create icon.

New contacts are added for the lookup types based on the country:

  • United Arab Emirates: Added Daughter, Father, Mother, Son, In Law, Other.
  • Kuwait: Added Daughter, Father, Mother, Son, In Law, Other.
  • Saudi Arabia: Added Daughter, Father, Mother, Son, In Law, Other.
  • Qatar: Added Adopted child, Child, Domestic partner, Emergency, Friend, Contact, Foster child, Parent, Domestic partner child, Step child.

With this feature you will have consistent values across all GCC countries.

Steps to Enable

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

Human Capital Management for Sweden

Enhanced National Identifiers Validation

Sweden’s national identifiers validation has been enhanced for personal identification number and coordination number to now also accept the 12-digit format.

In general, the 10-digit format is concatenated with a person’s 2-digit century of birth to create the 12-digit format needed for the transfer of the national identifiers to authorities. Customers who depend on an interface that does not convert the 10-digit to the 12-digit format can now enter directly the 12-digit.

Steps to Enable

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

Key Resources

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

  • Validating National Identifier Numbers in Oracle Fusion Human Capital Management (Document ID 2159758.1)

Human Capital Management for United Arab Emirates

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

Contact Lookup Updates

With this enhancement, the lookup types ORA_PER_CONTACT and CONTACT are updated to display consistent values across GCC countries. You can access the updated contact types from the Contacts tab on the Person Details page by clicking on the Create icon.

New contacts are added for the lookup types based on the country:

  • United Arab Emirates: Added Daughter, Father, Mother, Son, In Law, Other.
  • Kuwait: Added Daughter, Father, Mother, Son, In Law, Other.
  • Saudi Arabia: Added Daughter, Father, Mother, Son, In Law, Other.
  • Qatar: Added Adopted child, Child, Domestic partner, Emergency, Friend, Contact, Foster child, Parent, Domestic partner child, Step child.

With this feature you will have consistent values across all GCC countries.

Steps to Enable

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

Human Capital Management for United Kingdom

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

Work Relationship Legislative Information Hidden on Termination

With this enhancement, you can set the work relationship legislative information to be either Visible or Hidden, based on your requirement using Transaction Design Studio. For example, when you're hiring or terminating a worker you can set any attributes to be visible.

Steps to configure a rule in Transaction Design Studio:

  1. Enter a sandbox.
  2. Select HCM Experience Design Studio Tool.
  3. Enter Transaction Design Studio.
  4. Select Action Hire an Employee.
  5. Create a rule setting Country=United Kingdom.
  6. In the Page Attributes section, select Region as Work Relationship Info and edit the Work Relationship Legislative Information
  7. Select the Flexfield Attributes for example Statutory Absence Service Date
  8. Select the Visible option to set the required attribute as visible.
  9. Save the transaction.

Display or Hide Work Relationship Legislative Information based on your requirement.

Steps to Enable

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

Global Payroll Interface

Oracle Global Payroll Interface supports features to send personal payroll information to third-party payroll providers and then to import processed payroll data into Oracle Fusion Global HR. You can copy and modify predefined extract definitions to meet the requirements of your third-party payroll provider. Before extracting data, payroll coordinators can optionally run the Calculate Gross Earnings process to calculate periodic values to validate gross earnings calculations. If you import processed payroll data or payslips from your third-party payroll provider, the data is available for further reporting and analysis.

Global Payroll Interface Replaced or Removed Features

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

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

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

Calculation to Gross for Global Payroll Interface Discontinued

Global Payroll Interface discontinues the Calculation to Gross process for its complex setup. You can use additional features in Oracle HCM Cloud to achieve the same goals as the Calculation to Gross without running a separate process.

With the discontinuation of Calculate Gross Earnings process, you don't have to run separate processes to achieve the same goals as this process does. 

Steps to Enable

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

Worklife Solutions

Wellness

Oracle Wellness supports corporate initiatives to improve employee fitness and health through the use of opt-in wellness features. This application integrates with popular fitness tracking services to simplify and automate the acquisition of exercise data from a wide range of devices.

Create Your Own Wellness Assessments

You, as an admin, can now create your own wellness assessments using the enhanced Setup and Maintenance page. The new enhancements allow you to configure and create your own questionnaire templates and questionnaires.

People can access the assessments you create from the Assessments tab of Wellness work area.

Wellness Work Area

Administrators can now create their own wellness assessments for people to take from the Assessments tab of the Wellness application.

Steps to Enable

Here’s how you can create your own wellness assessments:

  1. Click Navigator > Others > Setup and Maintenance.

Setup and Maintenance in the Navigator

  1. Click search in the menu on the right.

Search in the Left Menu

  1. Search and select Define Questionnaires task.

 

Define Questionnaires Task

  1. Click Questionnaire Templates in the Define Questionnaires page.

Questionnaire Templates Task

  1. Select Employee Wellness in the Subscriber field and click Create in the Questionnaire Templates page.

Questionnaire Templates Page

  1. Create a questionnaire template. You can enable check or uncheck Score Questionnaire checkbox and set the Overall Score Calculation Rule as “Sum”, “Average” or “Percentage”.

    Configurations to Create or Edit a Questionnaire Template

  2. After creating a questionnaire template, go back to Define Questionnaires page (Step 4) and click Questionnaires.

Questionnaires Task

  1. Select Employee Wellness in the Subscriber field and click Create in the Questionnaires page.

Questionnaires Page

  1. Search and select the questionnaire template that you previously created.

 

Search and Select Questionnaire Template

  1. Enter the required information in the Create Questionnaire page.

Create Questionnaire Page

  1. Set the Status field to Active. If the status is set to Inactive or Draft, the assessment you create will not appear in the Assessments page for the people to take.
  2. Click Save and Close.

Health and Safety

Oracle Health and Safety supports corporate initiatives to track and improve health and safety in the workplace.

Risk Assessment

As an incident owner, you can now perform risk assessment on an incident and add information about the level of risk the incident poses for the organization. When you create an incident in the Safety Incidents work area, you can now see the newly added Risk Assessment section.

Risk Assessment Section in the Create Incident Page

You can select the Consequence and Likelihood values for the incident based on which the risk score is automatically calculated.

Risk Score Calculated for the Incident

You can update a risk assessment and also add multiple risk assessments for an incident. 

Managing Risk Assessments for an Incident

As an Environment Health and Safety (EHS) Manager, you can change the risk assessment score values to better reflect the company's ability to handle risk. You can change the Consequence, Likelihood, and the Risk Score values and their descriptions using the Manage Environment, Health, and Safety Risk Assessment task in the Setup and Maintenance work area.

Changed Consequence Values

Ability to perform a risk assessment on any health and safety incident

Steps to Enable

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

Tips And Considerations

You can add descriptive flex fields to this section.

Key Resources

  • For more information on managing safety incidents, see Chapter 4, Managing Safety Incidents in the Using Workforce Health and Safety Incidents Guide on Oracle Help Center.

Two Additional Filters on Incident List View and Related Incidents Pages

Users now have access to two new filters on the Incidents page, Target Completion Date and When Incident was Reported, to better manage incidents.

Target Completion Date Filter

When Incident Was Reported Filter

This feature provides the ability to better retrieve and manage incidents.

Steps to Enable

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

Key Resources

  • For more information on managing safety incidents, see Chapter 4, Managing Safety Incidents in the Using Workforce Health and Safety Incidents Guide on Oracle Help Center.

Workforce Directory Management

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

Improvements in My Team Page

As a manager, you can easily create vacancies for your team from the Actions menu. All vacancies created for the team are shown on the Vacancies page and you can add, change, or delete a vacancy from here.

Vacancies in Actions Menu

Directs and totals values will reflect the users security settings and any filters set in My Team page. The page will load independently of the totals, so that the totals count may only appear after the page has loaded. 

You can now configure the sort order in My Team page using these lookups.

Lookup Type Sort Option for

ORA_HRL_MYTEAM_OVERVIEW_SORT

My Team - Overview - View By Assignment

ORA_HRL_MYTEAM_COMP_SORT

My Team - Compensation - View By Assignment

ORA_HRL_MYTEAM_TALENT_SORT

My Team - Talent - View By Assignment

ORA_HRL_MYTEAM_POS_SORT

All Pages - View By Position

To configure the sort options on these pages, you need to configure the above lookup types using these steps.

  1. Navigate to Home > Setup and Maintenance > Manage Common Lookups task.
  2. Search for the lookup type.
  3. Configure any of these lookup type attributes.
    Attribute Description
    Meaning Changes the sort option text displayed in the page.
    Enable/Disable Show or hide the sort option.
    Display Sequence Changes the order in which the sort options are shown.

    The value with the lowest display sequence will be the first sort option shown and also the default sort.

  4. Click Save and Close.

You can now easily create vacancies and set the sort options on the My Team page.

Steps to Enable

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

Improvements in Directory Organization Chart

You can now print the complete organization chart irrespective of number of the reports by allocating the PER_PRINT_ORG_CHART_NO_ROW_LIMIT profile option to users. The organization chart print is also enhanced to only print workers based on the user's security settings and the filters set in the organization chart. You can configure the list of attributes and the print file formats providing the PER_PRINT_ORG_CHART_MORE_ATTRIBUTES profile option is allocated to the user. These are the lookups for configuring the lists of attributes and file formats.

For Administrators:

Lookup Description

ORA_HRL_ORG_PRINT_ATTR_ADMIN

Defines the Directory Print Organization Chart attribute list, default values, and sequence.

The first 3 options in the display sequence will be selected, by default on the Print page.

ORA_HRL_ORG_PRINT_FORMAT_ADMIN

Defines the Directory Organization Chart Print File Formats available.

For General Users:

Lookup Description

ORA_HRL_ORG_PRINT_ATTR_GEN

Defines the Directory Print Organization Chart attribute list, default values, and sequence.

The first 3 options in the display sequence will be selected, by default on the Print page.

ORA_HRL_ORG_PRINT_FORMAT_GEN

Defines the available Directory Organization Chart print file formats.

You can also configure the sort order in the Directory Advanced Search and the Organization Chart using these lookups.

Lookup Description

ORA_HRL_DIR_ADV_SEARCH_SORT

Defines the advanced Directory Search Results page's sort options, default values, and sequence.

ORA_HRL_DIR_ORG_CHART_SORT

Defines the Directory Organization Chart and the Directory Print Organization Chart sort options, default values, and sequence.

In all cases the default value will be the first one in the list that is enabled for use. New lookup values or country tags must not be added to the lookups. Furthermore REST support isn't available for these lookups.

The values for directs and totals displayed in an employee card is based on users' security settings and any filters set in the organization chart. The page will load independently of the total values, so they may only appear after the page is loaded. 

Employee Card in the Organization Chart

These enhancements improve the organization chart user experience.

Steps to Enable

You need to create and enable profile options for complete organization chart print.

  1. Navigate to Home > Configuration > Setup and Maintenance.
  2. Search for the Manage Profile Options task.
  3. Click New to create the profile options.
  4. Enter PER_PRINT_ORG_CHART_NO_ROW_LIMIT as the Profile Option Code.
  5. Enter Print Org Chart No Row Limit as the Profile Display Name.
  6. Select Global Human Resources as the Application.
  7. Select Workforce Directory as the User Module Name.
  8. Enter the start date.
  9. Click Save and Close.
  10. Navigate to Home > Configuration > Setup and Maintenance.
  11. Search for the Manage Administrator Profile Values task.
  12. Search for the PER_PRINT_ORG_CHART_NO_ROW_LIMIT profile option code.
  13. Click New in the PER_PRINT_ORG_CHART_NO_ROW_LIMIT: Profile Values section.
  14. Select User as the Profile Level.
  15. Select the users to whom you want to assign this profile.
  16. Enter Y in the Profile Value.
  17. Click Save and Close.

Similarly, create and assign the profile option PER_PRINT_ORG_CHART_MORE_ATTRIBUTES to enable the admin values in the organization chart print.

Tips And Considerations

  • You must not add new values or country tags in these lookups.
  • Currently, REST services support isn't available for these lookups. 

Volunteering

Oracle Volunteering enables organizations to promote corporate social responsibility initiatives by creating service opportunities for employees to engage and get involved in causes that are most important to each individual.

Reward Employees Using Oracle CrowdTwist

Engage and motivate volunteers with a reward program using Oracle CrowdTwist. A one-time configuration with CrowdTwist is required after which you can create and manage the reward program for volunteering projects. Volunteers can complete the projects, earn points, and redeem them for rewards.

To configure the integration settings in Volunteering, go to My Client Groups > Volunteering > Settings > Configure Rewards

Enable Oracle CrowdTwist Integration in Volunteering Administration

Reward Activity for Volunteers

Engage, motivate, and reward volunteers. 

Steps to Enable

  1. Go to My Client Groups > Volunteering.
  2. Click Settings to go to the Configure Rewards section.
  3. Enable the integration settings with Oracle CrowdTwist by specifying the Client ID, API Key, and Environment details.
  4. Click Save.

Tips And Considerations

  • You manage the configuration of activities and rewards in Oracle CrowdTwist Control Center.
  • You need to create a custom activity and associate it to a volunteering project. At any point in time you can associate only one activity to a volunteering project.
  • You have to run the Synchronize CrowdTwist Data job to synchronize data between Volunteering and Oracle CrowdTwist. Points and user details are synchronized after you run this job.

Key Resources

  • For more information on Oracle CrowdTwist, see Oracle CX Marketing - Oracle CrowdTwist on Oracle Help Center.

Send Volunteering Newsletters

You can keep volunteers updated on volunteering projects, campaigns, and other key announcements by creating and sending newsletters. Campaign and project details can be easily populated with a single-click. You can send newsletters to all volunteers, all current and past project leads, or to an email list.

To create newsletters, go to My Client Groups > Volunteering > Newsletters.

Send Volunteering Newsletters

Communicate and mobilize support for volunteering initiatives.

Steps to Enable

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

Add Personal Project to Volunteering History

Track and record your personal volunteering projects after you complete them. You can add details of a personal volunteering project in the Completed section on the My Projects page so that it’s available in your volunteering history.

Personal Projects Added in Completed Projects

Add Details of Your Personal Project

Store all your volunteering data in one place.

Steps to Enable

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

HR Optimizations

HCM Transactional Business Intelligence

Oracle Transactional Business Intelligence is a real time, self service reporting solution offered to all Oracle® Cloud application users to create ad hoc reports and analyze them for daily decision-making. Oracle Transactional Business Intelligence provides human resources managers and specialists, business executives, and line managers the critical workforce information to analyze workforce costs, staffing, compensation, performance management, talent management, succession planning, and employee benefits.

Don’t want to start from scratch building a report or analytics? Check out the library of sample reports for all products on Customer Connect on the Report Sharing Center.

Attributes Renaming Across HCM OTBI Subject Areas

Streamline your reporting on HCM OTBI subject areas with more meaningful attribute names across multiple subject areas.

The changes are identified below. The existing analyses that uses any of these attributes will continue rendering data correctly.

Folder Existing Attribute Name New Attribute Name
Allocated Checklist Name Checklist Name
Checklist Task Details Name Checklist Task Name
Checklist Template Name Checklist Template Name
Grade Name Grade Name
Job

Name

Code

Job Name

Job Code

Position

Name

Code

Position Name

Position Code

Position Details

Name

Code

Position Name

Position Code

Worker Legislation

Territory Code

Territory Short Name

Country Code

Country

With this renaming, the attributes should be more meaningful.

Steps to Enable

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

Human Resources

Additional Attributes to HR Action and HR Action Reason Dimensions

Improve your reporting on HR Actions and HR Action Reasons with the inclusion of new attributes. The following subject areas dimensions and the respective new attributes:

Subject Area(s) Dimension Attributes

Workforce Management - Worker Assignment Event Real Time

Compensation - Salary Details Real Time

Compensation - Salary History Details Real Time

HR Action

  •  Default Assignment Status Type
  • Default Assignment Status Type Identifier
  • Associated Country
  • Associated to All Roles
  •  Reorganization Related
  • System Action

HR Action Reason

  • Description

The following dimensions have been removed from Workforce Management - Workforce Trend Real Time subject area

  • HR Action
  • HR Action Reason

With these new attributes you can expand your reporting.

Steps to Enable

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

Assignment Level Security Enhancement to Vacancy Real Time Subject Area

Improve your reporting on the Vacancy Real Time subject area with the ability to report on assignment level security.

With this enhancement, if the assignment level security feature is enabled in the system, then line managers would be able to report on vacancies that pertain to their assignment hierarchy. If the line manager has a worker reporting to them, and that worker has two different assignments, but only one of that assignment is reporting to the manager, then only vacancies relating to the employee assignment are available for reporting for the manager.

Steps to Enable

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

Health and Safety

OTBI Reporting of DFF's for Four Incident Events

You can now use the Oracle Transactional Business Intelligence (OTBI) subject areas for reporting on the descriptive flexfields (DFF) added to these events:

  • Ergonomic
  • Fire or Explosion
  • Issue
  • Near MIss

This feature helps you track and report your organization-specific descriptive flexfield details.

Steps to Enable

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

OTBI Reporting for Questionnaire - Questions and Responses

You can now use Oracle Transaction Business Intelligence (OTBI) to report on your investigation questionnaire questions and responses.

This feature enhances the reporting abilities.

Steps to Enable

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

Key Resources

  • For more information on OTBI reporting, see Chapter 5, Analytics and Reports in the Using Workforce Health and Safety Incidents Guide on Oracle Help Center.

OTBI Reporting for Case Number

You can now use Oracle Transactional Business Intelligence (OTBI) to report the Case Number for an injured or ill person.

This feature enhances the reporting abilities.

Steps to Enable

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

Key Resources

  • For more information on OTBI reporting, see Chapter 5, Analytics and Reports in the Using Workforce Health and Safety Incidents Guide on Oracle Help Center.

OTBI Reporting for Return to Work Fields in Injury or Illness Event

You can now use Oracle Transaction Business Intelligence (OTBI) reporting for the return to work fields for the injured or ill person, in the injury or illness event.

This feature enhances the reporting abilities.

Steps to Enable

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

Key Resources

  • For more information on OTBI reporting, see Chapter 5, Analytics and Reports in the Using Workforce Health and Safety Incidents Guide on Oracle Help Center.

OTBI Reporting to Source and Mechanism Sub Fields

You can now use Oracle Transaction Business Intelligence (OTBI) to report on the source and mechanism fields, which now drill down to 4 levels.

This feature enhances the reporting abilities.

Steps to Enable

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

Key Resources

  • For more information on OTBI reporting, see Chapter 5, Analytics and Reports in the Using Workforce Health and Safety Incidents Guide on Oracle Help Center.

IMPORTANT Actions and Considerations

REPLACED OR REMOVED FEATURES

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

Product Removed Feature Target Removal Replacement Feature Replaced In Additional Information
Global HR Change Legal Employer to be Replaced with Local and Global Transfer Flow in Update 21D 21D Local and Global Transfer Guided Process 19A  

_________________________

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

The new and redesigned 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 begin transitioning to the HCM Responsive User Experience, as these older pages will no longer be supported.

For information on the Responsive features, see the HCM Common What's New for Update 18B and 18C. The redesigned features are under a heading for Redesigned User Experience and have groupings by product. Features that have come out from 19A onwards will be in their respective solutions: HCM Common, Global Human Resources, Talent Management, Workforce Management and Workforce Rewards What's News. The feature will be under their product headings. You can open one these solutions such as Workforce Rewards and you will see tabs on the left to easily let you open the different releases to view the responsive features.

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

Highlights of New User Interface:

We’ve taken the employee and manager self-service pages to the next level by redesigning them to look and behave the same on desktop and mobile devices. We’ve also changed the look and feel of the pages to provide a better experience for end users.

Pages and messages look more modern and use simpler, more conversational language so that you can more easily read and understand content across all devices. The pages are clutter-free and clean and display only those fields that are required to complete the task. You can personalize the pages and add more fields that are hidden by default. For most self-service tasks, you’re asked what you want to do, and the task is broken down into a series of steps based on your choice.

_________________________

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 Features

Controlled Availability Features

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

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

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

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

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

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

Product Feature Name Feature Description Type of Customer Needed to Test How to Sign Up Controlled Availability Release Is the Program Still Open?
Global Human Resources Connections New Directory User Experience

Connections is an invaluable resource for your workers to build and maintain relationships within your company. You get the latest, compelling, consumer grade, animated user experience that workers have come to expect. Connections leverages Oracle Search so your workers can quickly and easily find and connect with people. A person’s profile opens using visually engaging animation, like unfolding a multi-panel brochure. Connections includes an organization chart to help your workers understand and navigate your organization structure and identify relationships between coworkers.

In order to use you must also sign up for the Oracle Search Controlled Availability features shown on the 21A HCM Common What's New under Controlled Availability Features. Please see the following My Oracle Support document on how to sign up:

Fusion Global HR: How to Apply for Connections Under Controlled Availability (Document ID 2743183.1) and the What's New below for this feature.

21A Yes

Connections New Directory User Experience

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

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

With Connections, you can:

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

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

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

The primary purpose is to search for people, but you can also search on departments and see details about a department.

As you are typing your search criteria, you see an autosuggested list of results that you can select from to open a person's profile.

Autosuggest List of Results

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

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

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

If you are searching for a department, you can search the following fields: Department Name, Department Manager.

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

Show All Employees

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

Search Results with Filters

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

Connections Profile

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

  • Header: Contact information, such as Business Title, work location, work phone, as well as including popular social applications such as LinkedIn, Twitter, Slack, and Zoom.
  • Organization: Information such as a mini manager hierarchy, either single or multiple managers, administrative assistants, number of reports, job, department, business unit, and (Areas of Responsibility) representatives.
  • About Me: An about me statement, areas of interest and expertise, and tags.
  • Experience: Enterprise service history of the worker based on the workers Enterprise Seniority Date and favorite links shared by that employee.
  • What Others Think: A new representation of (Anytime) Feedback.

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

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

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

Tell Us More About Yourself Dialog

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

Copy to Clipboard Icon

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

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

Manager Organization Chart

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

  • Directs: lists the direct reports of the selected person's assignment and it includes direct reports and dotted line reports. You can select a direct report to move down the hierarchy, or click the manager to move up the hierarchy.
  • All Reports: lists all the workers, contingent workers and non-workers who report up through the selected person either in a line manager relationship or a dotted line or matrix relationship. You can view the groups of persons by their worker type (employee, contingent or non-worker). Select anyone’s assignment to make them the new focus of the organization chart.
  • Departments: lists all the departments that everyone in All Reports belong to. Selecting a department lists the workers in that department who report to the selected person. You can return to the selected person assignment by selecting their name above the department.
  • Locations: lists all the work locations that everyone in All Reports belong to. You can view workers at that location who report to the selected person by clicking the location and then return to that selected person assignment by clicking their name above the location.

Select a department in the search results to open the department hierarchy, which includes the following views:

  • You can navigate up and down the department hierarchy in the same way as the manager hierarchy.
  • Child Departments lists the departments which have the selected department as their parent department in the department tree.
  • Employee lists the employees, contingent workers and non-workers working in the selected department.
  • Locations lists the locations for everyone in the Employee tab.

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

Enhance your workers' user experience with the new and compelling functionality that leverages the latest design components and animation. Search and connect with people using the new Oracle Search engine.  Provide information about yourself so coworkers better understand what you do, your expertise, and interests. Provide feedback to the people you work with to appreciate and encourage them. Quickly explore and navigate your organization's hierarchy while viewing more details about the organization. Explore your organization's Department structures and hierarchy as well. List the persons in the single Location thus providing targeted Connections.https://support.oracle.com/cloud/faces/SearchDocDisplay?_adf.ctrl-state=iqndjeapq_4&_afrLoop=142364449251355

Steps to Enable

To enable this feature you need to log a Service Request (SR).

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

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

Oracle Search features are required for the Connections functionality and is also currently under controlled availability. You can see information on Oracle Search on the HCM Common 21A What's New Under Controlled Availability Features section. Please review and follow the instructions provided in the My Oracle Support document on how to take part in the Controlled Availability Program:

  •  Fusion Global HR: How to Apply for Connections Under Controlled Availability (Document ID 2743183.1)

Once your application is approved, here are some additional steps to enable certain features.

It is possible to display in the Organization panel if a person has an 'Assistant' for administrative purposes. In order to achieve this, a new Person EFF must be created and populated for the worker.  

Step 1: Create Value Set

Create a value set (any name can be given) to return a list of valid workers who can be added as admin assistants. The below screenshot displays a sample criteria where a value set has been defined and secured to only return EMP type of workers. The validation criteria can be different for each customer.

NOTE: The ID Column Name must be mapped to the person Id to capture the person Id of the assistant.

Create Value Set for Assistant

If value set needs to be secured, enable security. This is an optional step.

Edit Data Security for the Value Set

Step 2: Update Person Extensible Flexfield

1. Go to Setup and Maintenance and search Manage Person Extensible Flexfield task.

2. Edit the Person Extensible Flexfield.

3. Click Manage Context to create a new context.

Create New Context

4. Add a custom Person Extensible Flexfield context called 'Assistant' (Note: The context code must be specified as Assistant).

Create Assistant Context

5. Add a new Segment mapped to PEI_INFORMATION_NUMBER1 attribute (Note: The attribute must be specified as PEI_INFORMATION_NUMBER1 that will store the PersonId of the assistant internally).

6. Specify the value set to validate the data.

7. Save and Close.

Save and Close the Context

8. Associate the Assistant context with the Person EFF.

Associate the Assistant Context to the Person EFF

9. Select Pages tab and add the Assistant context.

Add the Assistant Context to the Pages

10. Save and Close.

11. Deploy the Flexfield.

Step 3: Capture the Assistant for a Worker

1. Log in as HR professional

2. Go to My Client Groups and select Additional Person Info from quick links.

3. Search the worker for whom the assistant has to be added.

4. Select the Assistant context from the list of contexts.

5. Add Assistant by selecting the person from the LOV which is based on the value set associated with the context.

6. Save and exit.

Add Assistant to a Worker's Additional Person Info

Tips And Considerations

  • Connections is intended for use by every worker, but does not replace the actions available in the current Directory for HR personnel. For example, HR personnel would use the Directory to create a public message or initiate employment actions. 
  • Personal data entered in Connections is shown and editable in Directory as well; users can maintain shared data in both places.
  • The Connections search does not yet support assignment level security.
  • Personalization of the Connections pages is not yet available, but will be included in a future release.
  • Upon searching, Connections will return all active employee, contingent worker, and non-worker assignments as of the current date. There is no option to restrict the search results based on the Public Person security profile definition.

Role Information

The Connections functionality is secured and requires that your custom employee and contingent worker role inherit the 'HCM Connections REST Services' privilege.  Once you have added the privilege, you must regenerate the grants for the data role.