Cloud Readiness / Oracle Human Resources Cloud
What's New
Expand All


  1. AUGUST MAINTENANCE PACK FOR 21B
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Global Human Resources
    1. Global Human Resources
        1. Journeys Displayed Only When Assignee has Tasks to Perform
  1. JULY MAINTENANCE PACK FOR 21B
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Global Human Resources
    1. Global Human Resources
        1. Enhanced Advanced Person Search Results
  1. JUNE MAINTENANCE PACK FOR 21B
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Global Human Resources
  5. Human Resources
    1. Human Capital Management for Mexico
        1. CFDI Code for Geography Data
  1. MAY MAINTENANCE PACK FOR 21B
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Global Human Resources
  5. Human Resources
    1. Global Human Resources
        1. Enable Task Completion in Journeys Only After Task Is Viewed
        2. Improve Worker LOV Search with Profile Setting
        3. Additional Application Tasks When Configuring Checklist Templates
    2. Human Capital Management for Romania
        1. New values for the Contract Type and the Assignment Category
    3. Global Payroll Interface
        1. ADP Global Payroll Interface Supports Additional Bank Account Attributes
        2. ADP Global Payroll Interface Supports German Contract Information for All Employment Models
  1. Update 21B
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Global Human Resources
  5. Human Resources
    1. Global Human Resources
      1. Person
        1. Display Approval Details After Approval Completion
        2. New Job Set for Person Name Format Changes
        3. Sensitive Data Access Audit
      2. Employment
        1. Personalize Employment Quick Actions under My Team and My Client Groups Independent of Each Other
        2. Business Title Copied During Add Assignment and Local and Global Transfer
        3. Document Records Plug-In Section for Responsive Employment Flows
        4. Last Updated By and Last Updated Date Fields Added to Employment Info Page
        5. Switch the Primary Assignment Indicator in Responsive Change Assignment Flow
        6. Control Defaulting of Business Title Based on Position or Job
        7. Control Defaulting of Effective Date in Employment Flows
        8. Flexfield Parameters Supported for Assignment EFF
        9. Source Assignment Attributes Added To Add Assignment Approval Payload
        10. Compensation Zone Attributes Added in Employment Notifications' Data Model
        11. Retain Indicators for Synchronize from Position and Calculate FTE and Headcount Automatically During Employment Conversions
        12. Read Only Access for Work Relationship Page
        13. Edit Work Relationship Quick Action Renamed to Work Relationship
        14. Person Number Added on Convert and Edit Pending Worker Pages
      3. Document Records
        1. Preview Document Record Attachments Without Having To Download
        2. Flexibility for Initiator to Edit Document Record Submitted for Approval
        3. Add Worker Identification Information in the Page Header of Document Records and Document Delivery Preferences Flows
        4. Enable Completion of Document Record Transactions When Initiator is Terminated
        5. New Document Records Approval Payload to Retrieve Requestor Information
      4. Work Structures
        1. Position Management: Ability to Save for Later
        2. Integration Key Support For Loading Organization Tree Using HCM Data Loader
        3. Integration Key Support For Loading Department Tree Using HCM Data Loader
      5. Autocomplete
        1. Autocomplete Rules for Person Phone Business Object
        2. Autocomplete Rules for Employment Business Objects
        3. Autocomplete Rules for Workforce Structures Business Objects
      6. Area of Responsibility
        1. Configure Areas of Responsibility Page Header
        2. Extending the Area of Responsibility (AOR) Representatives Limit
    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. Association Information is Auto-Created for New Hires Hired Using REST API
    5. Human Capital Management for Germany
        1. Country of Birth Update
    6. Human Capital Management for Mexico
        1. Attribute Visibility Changes
    7. Human Capital Management for Romania
        1. Additional Field Added to the Romanian HCM Address Format
        2. New Values for the Contract Type
        3. New Values for the Work Permit
    8. Human Capital Management for United States
        1. Attribute Visibility Changes
    9. Global Payroll Interface
        1. Oracle Payroll Connect for ADP Global Payroll
      1. Global Payroll Interface Replaced or Removed Features
        1. Calculation to Gross for Global Payroll Interface Discontinued
  6. Worklife Solutions
    1. Wellness
        1. Connect to CrowdTwist for Points and Rewards
    2. My Brand
        1. Enhanced Mentor Profiles
        2. Data Integrator
    3. Health and Safety
        1. Health Survey
    4. Workforce Directory Management
        1. Improvements in My Team Page
  7. HR Optimizations
    1. Workforce Modeling
        1. Improvement to Workforce Modeling
    2. HCM Transactional Business Intelligence
        1. Attributes Renamed Across HCM OTBI Subject Areas
      1. Human Resources
        1. Assignment Level Security changes to Documents of Record Real Time
        2. Hidden Metrics in Assignment Event Real Time
        3. New Attributes and Flexfields in Documents of Record Real Time
        4. New Attributes and Flexfields for Documents of Record Subject Area
        5. Seniority Date Related Attributes Enhancement
      2. Health and Safety
        1. Risk Assessment in Incidents Real Time
        2. Flexfields Addition to Incidents Real Time
      3. HCM Integrations
        1. Enhancements to HCM Integrations Subject Area
  8. IMPORTANT Actions and Considerations
  9. Controlled Availability
    1. Controlled Availability Features
        1. Autoprovision Areas of Responsibility (AORs)

August Maintenance Pack for 21B

Revision History

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

Date Product Feature Notes
27 AUG 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*

Global Human Resources

Global Human Resources

Journeys Displayed Only When Assignee has Tasks to Perform

Global 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.

Journeys Displayed Only When Assignee has Tasks to Perform

As a journey assignee you can view journeys on the My Journeys page only if you have at least one task to perform in that journey. Journeys where the journey assignee doesn't have any tasks to perform are not displayed.

This feature enables the display of the journey based on relevance to the assignee.

Steps to Enable

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

Tips And Considerations

  • This is applicable for both the Journeys > My Journeys page and the Checklist Tasks > In-Progress Checklists page.
  • If it's a self-assigned journey, then the journey will always be displayed under My Journeys even when there are no tasks to perform for the journey assignee.

Key Resources

  • Use Journeys, Chapter 10, Hire, Onboard, and Manage Workers, Using Global Human Resources, Global Human Resources Cloud on the Oracle Help Center.

July Maintenance Pack for 21B

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 JUL 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*

Global Human Resources

Global Human Resources

Enhanced Advanced Person Search Results

Global 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.

Enhanced Advanced Person Search Results

You can now see more attributes when you search for people. By default, you can see some attributes in the search results, but need to expand the displayed result to see additional attributes.

Person attributes in advanced search results

This tables lists the additional person attributes that you can see in the advanced person search results for each row.

Attribute View
Person Name Default
Person Number

Default

Business Title

Default

Worker Type

Default

Assignment Number

Default

Assignment Status

Default

Work Email

Expanded

Work Phone Expanded

This feature improves user experience with person search.

Steps to Enable

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

June Maintenance Pack for 21B

Revision History

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

Date Product Feature Notes
27 AUG 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*

Global Human Resources

Human Resources

Human Capital Management for Mexico

CFDI Code for Geography Data

Global Human Resources

Human Resources

Human Capital Management for Mexico

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

CFDI Code for Geography Data

The  Comprobante Fiscal Digital por Internet (CFDI) reporting now includes the CFDI_CODE which is updated as part of the existing Load Geographies for Mexico process. This process updates the user-created CFDI_CODE geography lookup with the Mexican state codes required for CFDI.

The introduction of the CFDI geography code improves the accuracy of CFDI reporting. 

Steps to Enable

You must create the CFDI_CODE in geography lookups.

The steps are:

  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 Geography Lookups task.
  3. On the Manage Geography Lookups page, click HZ_GEO_IDENTIFIER_SUBTYPE.
  4. In the Lookup Codes region, select the New icon and add these information:
  • Lookup Code: CFDI_CODE
  • Enabled: Checked
  • State Date: 01/01/1951
  • Meaning and Description: Mexico CFDI Geography Code
  • Tag: C

Manage Geography Lookups

5. Save your work.

After creating the CFDI_CODE lookup type, submit the flow, Run Load Geographies for Mexico. The Mexico CFDI Geography Code will be created for the 32 states.

May Maintenance Pack for 21B

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 Global Human Resources Additional Application Tasks When Configuring Checklist Templates

Updated document. Feature delivered in update 21B May Update.

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*

Global Human Resources

Human Resources

Global Human Resources

Enable Task Completion in Journeys Only After Task Is Viewed

Improve Worker LOV Search with Profile Setting

Additional Application Tasks When Configuring Checklist Templates

Human Capital Management for Romania

New values for the Contract Type and the Assignment Category

Global Payroll Interface

ADP Global Payroll Interface Supports Additional Bank Account Attributes

ADP Global Payroll Interface Supports German Contract Information for All Employment Models

Global Human Resources

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 Task Completion in Journeys Only After Task Is Viewed

You can now streamline the completion of tasks in the Journeys pages as the Done button for a task is enabled only after users access the task at least once.

A user can mark the task as Done only if they have 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

Done Disabled for an Application Task

Done Disabled for a Native E-Signature Task

Use this feature to streamline task completion.

Steps to Enable

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

Tips And Considerations

The behavior of the Done button is applicable only when the task is accessed from the Journeys task page. This doesn't prevent users from marking the task as complete from the task notification.

Improve Worker LOV Search with Profile Setting

The profile option PER_LOV_SEARCH_WORKERS_EXCLUDE_BUSINESS_TITLE is set to 'Y' out-of-the-box to improve the performance of the Workers LOV (List of Values) search. This is being done because most users aren't searching for people based on their Business Title. If you would like to continue for your users to search on the Business Title, you can change the profile option to 'N'. Once the profile option is set to 'Y', the Business Title will still be displayed in the results, but the search will only occur on the person's Name, Work Email, and Person Number.

This feature improves performance and user experience.

Steps to Enable

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

Additional Application Tasks When Configuring Checklist Templates

When configuring checklist tasks of the type Application task, you can now use the enhanced list of quick actions. These quick actions are based on the selected task performer.

Application Tasks for Worker

Easier access to relevant quick actions based on the task performer.

Steps to Enable

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

Tips And Considerations

  • If you want the user to navigate to the responsive pages and not the classic pages make sure you have the required profile option enabled.
  • You need to ensure that the quick action is enabled under the Tools > Structures menu via a sandbox.
  • From 21B onwards, you need to have a person record associated to the user who is configuring the application tasks in a checklist template. For example, the quick actions listed below will not appear in the Application Task LoV for a user who doesn’t have an associated person record:
    • Activities
    • Additional Assignment Info
    • Contact Info
    • Document Records
    • Employment Info
    • Family and Emergency Contacts
    • Identification Info
    • My Compensation
    • My Profile
    • Personal Details
    • Preferences

Key Resources

For more information on creating and enabling the profile options, refer to the following document on My Oracle Support:

  • HCM Responsive User Experience Setup Information- (Document ID 2399671.1)

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.

New values for the Contract Type and the Assignment Category

Two new Contract Type and Assignment Category values have been predefined for Romania: “Leased laborer contract with teleworking clause” and “Full-time according to GEO 132/2020”, respectively. 

Values are added to comply with local statutory reporting updates.

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.

ADP Global Payroll Interface Supports Additional Bank Account Attributes

You can use these additional attributes in the BankAccountDetails section to enhance the interface with ADP Global Payroll.

BankAccountDetails

  • AccountSuffix

  • ElectAccountNumber

Bank Account Details

NOTE: Do a baseline extraction after you apply this patch. Perform regular data changes and extractions after this baseline extraction is complete.

With this feature, the ADP Global Payroll interface improves legislatively.

Steps to Enable

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

Key Resources

  • For more information about generating baseline extract, see this topic in the Implementing Global Payroll Interface guide on Oracle Help Center: Generate Baseline Extract

ADP Global Payroll Interface Supports German Contract Information for All Employment Models

Use the ProjectedContractEndDate and ContractType attributes to report contract-related information in the ADP Global Payroll interface when contract information isn't available in the employment model.

LegislativeData CountryCode="DE"

  • LocalPersonData

    • AssignmentData

      • ProjectedContractEndDate

      • ContractType

Report Contract Information

If the contract information is available in the employment model, then the standard contract attributes under AssignmentData are used for reporting purposes.

AssignmentData

  • ProjectedContractEndDate

  • ContractDetails

    • ContractType

Contract Information

NOTE: If you have already reported these attributes to ADP 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.

With this feature, the ADP Global Payroll interface improves legislatively.

Steps to Enable

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

Key Resources

For more information about generating baseline extract and reporting contract information for all employment models, see these resources: 

  • Generate Baseline Extract, Implementing Global Payroll Interface guide on Oracle Help Center

Update 21B

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 OTBI Assignment Level Security changes to Documents of Record Real Time

Updated document. Revised feature information.

25 MAY 2021

Global Human Resources / Employment

Control Defaulting of Effective Date in Employment Flows

Updated document. Revised feature information.

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

Updated document. Feature delivered in update 21B.

30 APR 2021 Global Human Resources / Autocomplete Autocomplete Rules for Person Phone Business Object

Updated document. Revised feature information.

30 APR 2021

Global Human Resources / Autocomplete

Autocomplete Rules for Employment Business Objects

Updated document. Revised feature information.

30 APR 2021

Global Human Resources / Autocomplete

Autocomplete Rules for Workforce Structures Business Objects

Updated document. Revised feature information.

30 APR 2021

Controlled Availability Controlled Availability Features

Updated document. Revised feature information.

26 MAR 2021

Global Human Resources / Employment

Personalize Employment Quick Actions under My Team and My Client Groups Independent of Each Other

Updated document. Feature delivered in update 21B.

26 MAR 2021

Global Human Resources / Employment

Business Title Copied During Add Assignment and Local and Global Transfer

Updated document. Feature delivered in update 21B.

26 MAR 2021

Global Human Resources / Employment

Control Defaulting of Business Title Based on Position or Job

Updated document. Revised feature information.

26 MAR 2021

Global Human Resources / Employment

Switch the Primary Assignment Indicator in Responsive Change Assignment Flow

Updated document. Revised feature information.

26 MAR 2021

OTBI

Attributes Renamed Across HCM OTBI Subject Areas

Updated document. Feature delivered in update 21B.

05 MAR 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*

Global Human Resources

Human Resources

Global Human Resources

Person

Display Approval Details After Approval Completion

New Job Set for Person Name Format Changes

Sensitive Data Access Audit

Employment

Personalize Employment Quick Actions under My Team and My Client Groups Independent of Each Other

Business Title Copied During Add Assignment and Local and Global Transfer

Document Records Plug-In Section for Responsive Employment Flows

Last Updated By and Last Updated Date Fields Added to Employment Info Page

Switch the Primary Assignment Indicator in Responsive Change Assignment Flow

Control Defaulting of Business Title Based on Position or Job

Control Defaulting of Effective Date in Employment Flows

Flexfield Parameters Supported for Assignment EFF

Source Assignment Attributes Added To Add Assignment Approval Payload

Compensation Zone Attributes Added in Employment Notifications' Data Model

Retain Indicators for Synchronize from Position and Calculate FTE and Headcount Automatically During Employment Conversions

Read Only Access for Work Relationship Page

Edit Work Relationship Quick Action Renamed to Work Relationship

Person Number Added on Convert and Edit Pending Worker Pages

Document Records

Preview Document Record Attachments Without Having To Download

Flexibility for Initiator to Edit Document Record Submitted for Approval

Add Worker Identification Information in the Page Header of Document Records and Document Delivery Preferences Flows

Enable Completion of Document Record Transactions When Initiator is Terminated

New Document Records Approval Payload to Retrieve Requestor Information

Work Structures

Position Management: Ability to Save for Later

Integration Key Support For Loading Organization Tree Using HCM Data Loader

Integration Key Support For Loading Department Tree Using HCM Data Loader

Autocomplete

Autocomplete Rules for Person Phone Business Object

Autocomplete Rules for Employment Business Objects

Autocomplete Rules for Workforce Structures Business Objects

Area of Responsibility

Configure Areas of Responsibility Page Header

Extending the Area of Responsibility (AOR) Representatives Limit

Human Capital Management for Brazil

Attribute Visibility Changes

Human Capital Management for Canada

Attribute Visibility Changes

Human Capital Management for China

Association Information is Auto-Created for New Hires Hired Using REST API

Human Capital Management for Germany

Country of Birth Update

Human Capital Management for Mexico

Attribute Visibility Changes

Human Capital Management for Romania

Additional Field Added to the Romanian HCM Address Format

New Values for the Contract Type

New Values for the Work Permit

Human Capital Management for United States

Attribute Visibility Changes

Global Payroll Interface

Oracle Payroll Connect for ADP Global Payroll

Global Payroll Interface Replaced or Removed Features

Calculation to Gross for Global Payroll Interface Discontinued

Worklife Solutions

Wellness

Connect to CrowdTwist for Points and Rewards

My Brand

Enhanced Mentor Profiles

Data Integrator

Health and Safety

Health Survey

Workforce Directory Management

Improvements in My Team Page

HR Optimizations

Workforce Modeling

Improvement to Workforce Modeling

HCM Transactional Business Intelligence

Attributes Renamed Across HCM OTBI Subject Areas

Human Resources

Assignment Level Security changes to Documents of Record Real Time

Hidden Metrics in Assignment Event Real Time

New Attributes and Flexfields in Documents of Record Real Time

New Attributes and Flexfields for Documents of Record Subject Area

Seniority Date Related Attributes Enhancement

Health and Safety

Risk Assessment in Incidents Real Time

Flexfields Addition to Incidents Real Time

HCM Integrations

Enhancements to HCM Integrations Subject Area

>>Click for IMPORTANT Actions and Considerations

Controlled Availability

Controlled Availability Features

Autoprovision Areas of Responsibility (AORs)

Global Human Resources

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

Display Approval Details After Approval Completion

If you are an employee, contingent worker, or HR professional, you can now view the current and proposed changes in the Change Personal Information and Person External Identifiers approval notifications after the transaction is approved. Earlier, when the approval transaction was completed, the details of the transaction weren't displayed when you open the approval notification.

This feature improves user experience with details displayed in approval notifications.

Steps to Enable

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

Tips And Considerations

This enhancement will only apply to approval notifications that are created and approved after the upgrade to this release. Approval notifications created prior to this release will continue to not show the details once the approval has been completed. 

New Job Set for Person Name Format Changes

You can now simplify the process of running multiple required jobs after you change the person name format with the new job set, Apply Name Formats to Person Names, Keywords and LDAP. The new job set includes  these jobs:

  • Apply Name Formats to Person Names
  • Send Personal Data for Multiple Users to LDAP
  • Update Search Person Keywords

When you run the Apply Name Formats to Person Names, Keywords and LDAP job set, it's executed in 2 steps.

  1. The Apply Name Formats to Person Names is executed first.
  2. The Update Search Person Keywords and Send Personal Data for Multiple Users to LDAP jobs are run in parallel.

How You Run the Job Set

  1. Navigate to Tools > Scheduled Processes.
  2. Click Schedule a Process.
  3. Select Jobset and search for Apply Name Formats to Person Names, Keywords and LDAP.
  4. Click OK
  5. Select each job and enter the parameters.
  6. Click OK

This feature helps increase user productivity.

Steps to Enable

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

Tips And Considerations

  • When the Apply Name Formats to Person Names job is executed successfully but if either the Update Search Person Keywords or the Send Personal Data for Multiple Users to LDAP jobs fails in the second step, then the job set and the child job is marked as error and the jobs that are successful will be implemented. Failed jobs won't be implemented.
  • When the job set Apply Name Formats to Person Names, Keywords and LDAP is running, you can't schedule or run the Apply Name Formats to Person Names, Send Personal Data for Multiple Users to LDAP, and Update Search Person Keywords jobs independently.

Role Information

You need to be granted the Person Configuration duty rule to access the job set.

Sensitive Data Access Audit

The addition of the ability to audit viewing of sensitive data in the HCM Responsive pages enhances the existing extensive auditing ability of various business objects.

Read access to the following sensitive attributes can be audited:

  • National Identifier Number
  • Passport Number
  • Driver License Number
  • Personal Home Address
  • Personal Email Address
  • Personal Telephone Number
  • Account Number
  • Citizenship Number
  • Visa Number, Work Permit and/or Residency Number Additional Person Info

You can use this information for compliance and monitoring of access to sensitive data from your browser.

Steps to Enable

This feature is disabled at upgrade. To enable this feature you need to set the Mobile-Responsive Sensitive Data View Audit Enabled (ORA_HCM_SENSITIVE_DATA_VIEW_AUDIT_ENABLED) profile option to Y.

  1. Go to the Setup and Maintenance work area.
  2. Search for and click the Manage Administrator Profile Values task.
  3. Search for the ORA_HCM_SENSITIVE_DATA_VIEW_AUDIT_ENABLED profile option code and select it from the search results.
  4. Below, set the Profile Level to Site and the Profile Value to Y.
  5. Click Save and Close.

Tips And Considerations

This feature is only available in the HCM Responsive pages.

Role Information

The Sensitive Data Access Audit page is secured using a function security privilege with a privilege code of PER_VIEW_SENSITIVE_DATA_ACCESS_AUDIT_PRIV. At upgrade, it's granted to the predefined IT Auditor role. If you want to allow any custom job or abstract roles to access this page, you should grant this function security privilege to the custom roles.

Function Security Privilege Predefined Role

 PER_VIEW_SENSITIVE_DATA_ACCESS_AUDIT_PRIV

 IT Auditor

Employment

Personalize Employment Quick Actions under My Team and My Client Groups Independent of Each Other

We have given users the ability to hide employment quick actions under the My Team tab while retaining the employment actions on the responsive Employment Info page when accessed through the My Client Groups tab.

In this example, the Add Assignment quick action is hidden from the My Team tab using the Structure configuration option in the Navigator.

Hidden Add Assignment quick action in My Team tab

Add Assignment Quick Action Not Hidden in My Client Groups Tab

Add Assignment Quick Action Not Visible Under My Team Tab

Add Assignment Quick Action Not Visible Under Actions When Using Employment Info Quick Action From My Team Tab

Add Assignment Quick Action Visible Under My Client Group Tab

Add Assignment Quick Action Visible Under Actions When Using Employment Info Quick Action From My Client Group Tab

Independently hide the employment quick actions under My Team and My Client Groups tabs using the Structure configuration option in the Navigator.

Steps to Enable

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

Tips And Considerations

  • To remove the quick action for a particular role, we recommend that you remove the aggregate privilege. For example, if the requirement is that the line manager should not be able to access the Add Assignment quick action, then the corresponding aggregate privilege must be removed from the custom line manager role. Only in scenarios where you can't remove the aggregate privilege because of some specific business requirement, the Structure configuration option in the Navigator can be used for hiding the required quick action.

Business Title Copied During Add Assignment and Local and Global Transfer

We have enhanced the user experience by automatically copying the business title from the source assignment when you add an assignment or do a global transfer or a global temporary assignment.

Business title is automatically copied from source assignment

You don’t need to manually enter the business title when you add an assignment or do a global transfer or a global temporary assignment.

Steps to Enable

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

Tips And Considerations

  • The business title for the newly created assignment will be defaulted from the source assignment in the Add Assignment (permanent and temporary), Global Transfer, and Global Temporary Assignment flows.
  • In the Add Assignment flow, if the user doesn't change the defaulted business title, then –<number> will be appended after the business title at the time of submit.. For example, if the source assignment business title is Sales Manager, and the user didn't make any changes to the business title for the new assignment, then the new business title will be Sales Manager -2 after the user submits the transaction. However, if the business title already contains a hyphen (-), for example, Sales - Manager, then the number won’t be appended after the business title.

Key Resources

Document Records Plug-In Section for Responsive Employment Flows

You can now leverage the ability to add document records specific to an employment business process by enabling the Document Records plug-in section. The document records you add can be accessed from the person's document records pages.

You can configure and enable the Document Records plug-in these employment flows:   

  1. Add Assignment
  2. Add Contingent Worker
  3. Add Pending Worker
  4. Add a Nonworker
  5. Change Assignment
  6. Change Location
  7. Change Manager
  8. Change Working Hours
  9. Create Work Relationship
  10. Direct Reports
  11. Edit Pending Worker
  12. Hire an Employee
  13. Local and Global Transfer
  14. Promote
  15. Resignation
  16. Termination
  17. Transfer
  18. Work Relationship

Document Records Plug-in Section Available for Selection in Hire Flow

User Adds Document Records

Multiple Document Records Can be Added

List View of All Document Records Added During Hire Flow

Document Records Available in New Hire’s Document Records Page

You can manage the document records for a worker as part of your other employment transactions, making it easier and faster.

Steps to Enable

  1. The Document Records plug-in section is hidden out-of-the-box. To enable this section in the responsive flow, you must use HCM Experience Design Studio. For setup information about HCM Responsive User Experience, see the following white paper on My Oracle Support (https://support.oracle.com): HCM Responsive User Experience Setup Information (Doc ID 2399671.1).
  2. Configure the HCM Flow - Document Type Mapping:
    • In Setup and Maintenance, go to the Manage Enterprise HCM Information task.
    • Click Edit.
    • Navigate to HCM Flow and Document Type Mapping section.
    • Click Add (+) icon.
    • Select the HCM flow and the document type.
    • Repeat the previous 2 steps to configure any additional mapping.
    • Click Submit and then Yes in the warning message that displays.
    • Click OK and then Done

Tips And Considerations

  • By default, this plug-in is not enabled. You need to enable it in Transaction Design Studio.
  • By default, all document types that are part of the user’s document type security profile will appear in the Document Type LoV when creating a document record in an employment flow.

NOTE: For flows such as Add contingent worker, Add a nonworker, Add pending worker, Hire an employee, if the signed in user as manage access to a document type, then it will display those document types in the LoV.

  • There's no date-effective mapping of the Document Type and HCM Flow. The mapping as of the date of the transaction will be used.
  • You can attach new document records when adding a pending worker. However, these document records won't be displayed when you edit the pending worker or convert the pending worker. Nonetheless, you will be able to add more document records as part of Edit Pending Worker and Convert Pending Worker flows.
  • You can attach new document records during Resignation and Termination flows. However, these document records won't be displayed when you view or correct the termination.
  • You can’t have different document types mapped for different variations of the Local and Global Transfer flow i.e. Transfer, Global Transfer, and Global Temporary Assignment will all support the same document types.
  • When the employment transaction is deleted (e.g. Transfer is deleted), the document records created as part of that transaction will still be retained. They will not be deleted automatically.
  • Existing document records for the person will not be displayed in this section on the Employment flow pages.
  • The document records section will not be available in the read-only Employment Info page. You must use the Document Records quick action to view all existing document records for the worker.
  • The employment flow's approval process will be applicable, if the document records are added in a Hire flow, once the hire is approved, the document records will be moved to the new hire's Document Records.
  • Document records approval flow won't be applicable for the plug-in section.
  • Document records attributes can’t be added to the employment flow's approval payload when configuring the approval rule for the employment flow.
  • The BIP data models for employment flow approval notifications have been updated to include the document records data set.
  • However, the BIP templates for employment flow approval notifications don’t contain the document records section out-of-the-box. You need to modify the RTF templates to include the Document Records information by using the newly defined data set in the corresponding data model.
  • Attachments in notifications will only display the name and won't be downloadable. An approver can click on Edit to view and download the attachments.
  • Employment transaction's effective date will work as the Publish Date for the document records created as part of the employment transaction.
  • If document type configuration is modified such that it makes the pending document records data invalid, then the employment transaction, which is pending approval and contains such document records, will fail. 

Key Resources

  • See Document Records Plug-in Section for Employment Flows (Doc ID 2752992.1) on My Oracle Support.
  • Refer to the Implementing Global Human Resources guide on the Oracle Help Center:
    • Chapter 39 - Other Setup and Maintenance Tasks: HCM Experience Design Studio
    • Chapter 23 - Flexfield Maintenance: Manage Extensible Flexfields

Last Updated By and Last Updated Date Fields Added to Employment Info Page

We have improved the user experience by adding the Last Updated By and Last Updated Date fields in the Employment History and Future Actions sections of the responsive Employment Info page.

Last Updated By and Last Updated Date Fields Added to Employment History Section

This feature offers improved data visibility in the responsive Employment Info page with the addition of the Last Updated By and Last Updated Date fields.

Steps to Enable

The Last Updated By and Last Updated Date fields are hidden out-of-the-box on the responsive Employment Info user interface. You must use the HCM Experience Design Studio to enable these fields.

Key Resources

  • Transaction Design Studio – What It Is and How It Works (Document ID 2504404.1) on My Oracle Support
  • Implementing Global Human Resources guide, Chapter 39 - Other Setup and Maintenance Tasks: HCM Experience Design Studio on the Oracle Help Center

Switch the Primary Assignment Indicator in Responsive Change Assignment Flow

We have now improved the ability of users to switch the primary assignment indicator in the responsive Change Assignment flow.

Select the Indicator Value for the Primary Assignment

You can now change the indicator for the primary assignment from the responsive Change Assignment user interface.

Steps to Enable

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

Tips And Considerations

  • You can modify the primary indicator for the assignment by using only the Change Assignment user interface.

  • You can't correct the primary assignment indicator, you can only update the indicator with a date effective update by using the responsive Change Assignment user interface.

  • You can make a nonprimary assignment as primary by changing the primary indicator. However, you can't make a primary assignment as nonprimary by changing the primary indicator.

  • You can change the primary indicator value from No to Yes, but after having changed the value, you can't revert back to the No value. If you want to revert to the earlier value, you need to cancel and restart the Change Assignment flow.

  • You can't change the primary assignment indicator when future employment changes exist for the selected nonprimary assignment or the current primary assignment.

  • You can't update the primary indicator of an assignment when you perform the End Assignment and End Temporary Assignment actions.

  • You can't update the primary indicator of an inactive assignment.

Key Resources

  • Transaction Design Studio – What It Is and How It Works (Document ID 2504404.1) on My Oracle Support
  • Implementing Global Human Resources guide, Chapter 39 - Other Setup and Maintenance Tasks: HCM Experience Design Studio on the Oracle Help Center
  • Using Global Human Resources guide the Employment Primary Status Attributes topic

Control Defaulting of Business Title Based on Position or Job

We have now given users control to default the business title from the position or job in responsive employment flows using a new profile option.

Business Title Defaulted from the position

You can default the business title on responsive employment flows using one of these three configuration options:

  • Defaulting based on job and retaining user overridden value: This is the current application behavior where the business title is populated based on the worker's job and the title changes automatically whenever there is a job change on the worker's assignment. However, if the user has manually updated the business title on the worker's assignment, then the user entered changes are retained even when there is a job change on the worker's assignment.

  • Defaulting based on job: The business title is populated based on the worker's job and the title changes automatically whenever there is a job change on the worker's assignment. Even if the user has manually updated the business title on the worker's assignment, the user entered changes are removed and the business title is again defaulted to the job value whenever there is a job change on the worker's assignment.

  • Defaulting based on position: The business title is populated based on the position on the worker's assignment and the title changes automatically whenever there is a position change on the worker's assignment. Even if the user has manually updated the business title on the worker's assignment, the user entered changes are removed and the business title is again defaulted to the position value whenever there is a position change on the worker's assignment.

You can now have more flexibility to decide whether the position or job is defaulted in the business title in responsive employment flows.

Steps to Enable

By default, the profile option is set to R which means that the current application behavior of retaining the user changes will be followed.

Field Value
Profile Option Code

ORA_PER_EMPL_DEFAULT_BUSINESS_TITLE_FROM

This table describes the profile option values:

Serial Number Profile Value Description
1

Retain User Changes

The application defaults the business title to job name whenever there is a change in job on the worker's assignment.

However, if the user has manually updated the business title on the worker's assignment, then the user entered changes are retained even when there is a change in job on the worker's assignment.

2

Automatically Update Based on Job Change

The application defaults the business title to job name whenever there is a change in job on the worker's assignment.

3

Automatically Update Based on Position Change

The application defaults the business title to position name whenever there is a change in position on the worker's assignment.

To set the profile option to the value you want, 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_EMPL_DEFAULT_BUSINESS_TITLE_FROM profile option code and select the profile option in the search results.

  3. In the Profile Values area, select the value you want in the Profile Value field.

  4. Click Save and Close.

Tips And Considerations

  • The ORA_PER_EMPL_DFLT_BUS_TITLE profile option applies only to the responsive pages.

  • The business title for the Mass Legal Employer Change flow will be defaulted from the source assignment irrespective of the profile option.

  • The business title for the Convert Pending Worker flows (Convert, Quick Convert, and ESS process) will be defaulted from the source pending worker assignment irrespective of the profile option.

This table shows the application behavior in the responsive employment flows based on the value configured for the profile option:

Responsive Employment Flow

Behavior for Profile Option: Automatically Update Based on Position Change

Behavior for Profile Option: Automatically Update Based on Job Change

Behavior for Profile Option: Retain User Changes

Add flows, such as Hire an Employee.

  • The Business Title field is blank initially and defaults to the position based on the value selected in the Position field.

  • If no value is selected for the Position field, the business title is defaulted to the assignment number at the time of submit.

  • The Business Title field is blank initially and defaults to the job based on the value selected in the Job field.

  • If no value is selected for the Job field, the business title is defaulted to the assignment number at the time of submit.

  • The Business Title field is blank initially and defaults to the job based on the value selected in the Job field.

  • If no value is selected for the Job field, the business title is defaulted to the assignment number at the time of submit.

Update flows, such as Promote and Transfer.

  • If the position is changed, the business title is defaulted to the new position value.

  • If the position isn't changed, the previous business title value is retained.

  • If the job is changed, the business title is defaulted to the new job value.

  • If the job isn't changed, the previous business title value is retained.

  • If the job is changed, these things happen:

    • The business title is defaulted to the new job value if the user hasn't overridden the business title manually.

    • If the user has manually overridden the business title, the previous value of the business title is retained.

  • If the job isn't changed, the previous business title value is retained.

Correction flow, such as Employment Details.

  • If the position is changed, the business title is defaulted to the new position value.

  • If the position isn't changed, the previous business title value is retained.

  • If the job is changed, the business title is defaulted to the new job value.

  • If the job isn't changed, the previous business title value is retained.

  • If the job is changed, these things happen:

    • The business title is defaulted to the new job value if the user hasn't overridden the business title manually.

    • If the user has manually overridden the business title, the previous value of the business title is retained.

  • If the job isn't changed, the previous business title value is retained.

Add Assignment (Permanent and Temporary)

  • The business title is defaulted from the source assignment. If the position is changed, the business title is defaulted to the new position value.

  • If the user doesn't change the defaulted business title, then -<number> will be appended after the business title at the time of submit. For example, if the source assignment business title is Sales Manager, and the user didn't make any changes to the business title for the new assignment, then the new business title will be Sales Manager -2 after the user submits the transaction. However, if the business title already contains a hyphen (-), for example, Sales - Manager, then the number won't be appended after the business title.

  • If no value is selected for the Position field, then the business title will be defaulted to the assignment number.

  • The business title is defaulted from the source assignment. If the job is changed, the business title is defaulted to the new job value.

  • If the user doesn't change the defaulted business title, then -<number> will be appended after the business title at the time of submit. For example, if the source assignment business title is Sales Manager, and the user didn't make any changes to the business title for the new assignment, then the new business title will be Sales Manager -2 after the user submits the transaction. However, if the business title already contains a hyphen (-), for example, Sales - Manager, then the number won't be appended after the business title.

  • If no value is selected for the Job field, the business title is defaulted to the assignment number.

  • The business title is defaulted from the source assignment.

  • If job is changed on the new assignment being added and the business title value wasn't overridden by the user in the source assignment, the business title is updated to the new job value.

  • If the user doesn't change the defaulted business title, then -<number> will be appended after the business title at the time of submit. For example, if the source assignment business title is Sales Manager, and the user didn't make any changes to the business title for the new assignment, then the new business title will be Sales Manager -2 after the user submits the transaction. However, if the business title already contains a hyphen (-), for example, Sales - Manager, then the number won't be appended after the business title.

  • The Business Title field is blank initially and defaults to the job based on the value selected in the Job field.

  • If no value is selected for the Job field, the business title is defaulted to the assignment number.

Local and Global Transfer (Global Transfer and Global Temporary Assignment)

  • The business title is defaulted from the source assignment. If the position is changed, the business title is defaulted to the new position value.

  • If the position in the newly added assignment and the source assignment aren't the same, the new assignment position value is defaulted in the business title.

  • If no value is selected for the Position field, the business title is defaulted to the assignment number.

  • The business title is defaulted from the source assignment.

  • If the job is different for the newly added assignment, the new job value is defaulted in the business title.

  • If no value is selected for the Job field, the business title is defaulted to the assignment number.

  • The business title is defaulted from the source assignment.

  • If the job is changed on the new assignment being added and the business title value wasn't overridden by the user in the source assignment, the business title will be updated to the new job value.

  • If the job is different for the newly added assignment, these things happen:

    • The business title is defaulted to the new job value if the user hasn't overridden the business title manually.

    • If the user has manually overridden the business title, the previous value of the business title is retained.

  • If no value is selected for the Job field, the business title is defaulted to the assignment number.

Control Defaulting of Effective Date in Employment Flows

We have now given users the ability to stop the defaulting of the effective date in these responsive employment flows using a new profile option:

  • Add Assignment
  • Add Contingent Worker
  • Add Nonworker
  • Add Pending Worker
  • Change Assignment
  • Change Location
  • Change Manager
  • Change Working Hours
  • Create Work Relationship
  • Direct Reports
  • Hire an Employee
  • Local and Global Transfer
  • Promote
  • Termination
  • Transfer

Stop Defaulting the Effective Date Using a New Profile Option

You can now change the default behavior, which is to default the effective date in responsive employment flows using a new profile option.

Steps to Enable

By default, the profile option is set to Y which means the effective date will be defaulted in employment flows (current behavior). To stop the defaulting of the effective date in responsive employment flows, you must set the profile option to N.

Profile Option Code

Profile Display Name Default Profile Value

ORA_PER_EMPL_DEFAULT_EFFECTIVE_DATE

Employment Transaction Date Set by Default

Y

To stop the defaulting of the effective date in employment flows, 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_EMPL_DEFAULT_EFFECTIVE_DATE profile option code and select the profile option in the search results.

  3. In the Profile Values area, select N in the Profile Value field.

  4. Click Save and Close.

Tips And Considerations

  • The ORA_PER_EMPL_DEFAULT_EFFECTIVE_DATE profile option applies only to the responsive pages mentioned in the description.

  • If you have selected not to default the effective date in the responsive employment flows, you need to first enter the effective date in the selected flow. The other fields will be enabled for changes only after you enter the effective date.

  • For Termination and Resignation flows, the notification date is considered as the effective date for the purpose of this enhancement. Therefore, if the ORA_PER_EMPL_DEFAULT_EFFECTIVE_DATE profile option is set to N, the notification date will default as blank value and the user needs to enter the notification date before they can proceed with the flow.
  •  
  • You must not use Page Composer or HCM Experience Design Studio to hide the effective date field when the profile option is set to N because you won't be able to enter this date which is a mandatory field for employment flows.
  •  
  • Even with the profile option value set to N, the behavior of the offer conversion flows will be same as earlier, which is the field value of the start date in the When and Why section will be populated with the value entered during job offer creation.
  • Even with the profile option value set to N, the behavior of the Convert Pending Worker flow will be same as earlier, which is the field value of the start date in the When and Why section will be populated with the proposed start date value entered during pending worker creation.

Flexfield Parameters Supported for Assignment EFF

You can now ensure data accuracy by allowing users to use assignment attributes and descriptive flexfields as parameters for assignment extensible flexfields.

Example of Parameter Usage in the Value Set Used by the Extensible Flexfield

This table shows the list of parameters that you can use in the assignment extensible flexfield:

Serial Number Parameter Name Data Type Description
1 LOCATION_ID Number Location
2

EFFECTIVE_END_DATE

Date Effective end date
3

EFFECTIVE_START_DATE

Date

Effective start date

4

BUSINESS_UNIT_ID

Number Business unit
5

GRADE_ID

Number

Grade
6

JOB_ID

Number Job
7 LEGAL_ENTITY_ID Number Legal employer
8 ORGANIZATION_ID Number Organization
9 PERSON_ID Number Person
10 ACTION_CODE Varchar2 Action
11 ASSIGNMENT_STATUS_TYPE

Varchar2

Assignment status type
12

ASSIGNMENT_STATUS_TYPE_ID

Number

Assignment status type ID

13 BARGAINING_UNIT_CODE Varchar2 Bargaining unit
14 COLLECTIVE_AGREEMENT_ID Number Collective agreement
15 EMPLOYEE_CATEGORY Varchar2 Worker category
16

EMPLOYMENT_CATEGORY

Varchar2 Assignment category
17 LEGISLATION_CODE_VALUE Varchar2 Legislation code value
18

PERSON_TYPE_ID

Number

Person type

19

PRIMARY_ASSIGNMENT_FLAG

Varchar2

Primary assignment flag

20

PRIMARY_FLAG

Varchar2

Primary flag

21

REASON_CODE

Varchar2

Action reason

22

SYSTEM_PERSON_TYPE

Varchar2 Worker type
23

UNION_ID

Number Union
24

SYSTEM_EFFECTIVE_DATE

Date

System effective date

25

ASSIGNMENT_ID

Number

Assignment ID

26

SENIORITY_BASIS

Varchar2

Basis for seniority calculation

27

SET_OF_BOOKS_ID

Number

Set of books ID

28

EXPENSE_CHECK_ADDRESS  

Varchar2

Expense check send-to address

29

FULL_PART_TIME    

Varchar2

Full time or part time

30

GRADE_LADDER_PGM_ID

Number

Grade ladder

31

HOURLY_SALARIED_CODE

Varchar2

Hourly paid or salaried

32

PRIMARY_WORK_RELATION_FLAG    

Varchar2

Primary work relationship indicator

33

PROPOSED_WORKER_TYPE

Varchar2

Proposed person type

34

PERMANENT_TEMPORARY_FLAG

Varchar2

Regular or temporary

35

ESTABLISHMENT_ID  

Varchar2

Reporting establishment

36

POSITION_OVERRIDE_FLAG

Varchar2

Synchronize from position flag

37

LABOUR_UNION_MEMBER_FLAG

Varchar2 Union member
38

ASSIGNMENT_TYPE     

Varchar2

Assignment type

39

MANAGER_FLAG  

Varchar2

Working as a manager

40

WORK_AT_HOME  

Varchar2

Working at home

41

GSP_ELIGIBILITY_FLAG  

Varchar2

Include in grade step progression

42
  • ASG_INFORMATON_DATE1 to ASG_INFORMATION_DATE15

  • ASG_INFORMATION_NUMBER1 to ASG_INFORMATION_NUMBER20

  • ASG_INFORMATION1 to ASG_INFORMATION50

  • ASG_INFORMATION_CATEGORY

  • Date
  • Number

  • Varchar2

  • Varchar2

Legislative flexfields
43
  • ASS_ATTRIBUTE_DATE1 to ASS_ATTRIBUTE_DATE15

  • ASS_ATTRIBUTE_NUMBER1 to ASS_ATTRIBUTE_NUMBER20

  • ASS_ATTRIBUTE1 to ASS_ATTRIBUTE50

  • ASS_ATTRIBUTE_CATEGORY

  • Date
  • Number

  • Varchar2

  • Varchar2

Customer flexfields

Along with the parameter changes for the assignment extensible flexfield, we have also added the list of parameters which can be used with assignment descriptive flexfields. This table shows the list of parameters which were previously supported and the newly added parameters with this enhancement:

Serial Number Parameter Name Data Type Description Support for Descriptive Flexfield
1 LOCATION_ID Number Location Since release 18C
2

EFFECTIVE_END_DATE

Date Effective end date

Since release 18C

3

EFFECTIVE_START_DATE

Date

Effective start date

Since release 18C

4

BUSINESS_UNIT_ID

Number Business unit

Since release 18C

5

GRADE_ID

Number

Grade

Since release 18C

6

JOB_ID

Number Job

Since release 18C

7 LEGAL_ENTITY_ID Number Legal employer

Since release 18C

8 ORGANIZATION_ID Number Organization

Since release 18C

9 PERSON_ID Number Person

Since release 18C

10 ACTION_CODE Varchar2 Action

Since release 18C

11 ASSIGNMENT_STATUS_TYPE

Varchar2

Assignment status type

Since release 18C

12

ASSIGNMENT_STATUS_TYPE_ID

Number

Assignment status type ID

Since release 18C

13 BARGAINING_UNIT_CODE Varchar2 Bargaining unit

Since release 18C

14 COLLECTIVE_AGREEMENT_ID Number Collective agreement

Since release 18C

15 EMPLOYEE_CATEGORY Varchar2 Worker category

Since release 18C

16

EMPLOYMENT_CATEGORY

Varchar2 Assignment category

Since release 18C

17 LEGISLATION_CODE_VALUE Varchar2 Legislation code value

Since release 18C

18

PERSON_TYPE_ID

Number

Person type

Since release 18C

19

PRIMARY_ASSIGNMENT_FLAG

Varchar2

Primary assignment flag

Since release 18C

20

PRIMARY_FLAG

Varchar2

Primary flag

Since release 18C

21

REASON_CODE

Varchar2

Action reason

Since release 18C

22

SYSTEM_PERSON_TYPE

Varchar2 Worker type

Since release 18C

23

UNION_ID

Number Union

Since release 18C

24

SYSTEM_EFFECTIVE_DATE

Date

System effective date

Since release 18C

25

ASSIGNMENT_ID

Number

Assignment ID

From release 21B
26

SENIORITY_BASIS

Varchar2

Basis for seniority calculation

From release 21B

27

SET_OF_BOOKS_ID

Number

Set of books ID

From release 21B

28

EXPENSE_CHECK_ADDRESS  

Varchar2

Expense check send-to address

From release 21B

29

FULL_PART_TIME    

Varchar2

Full time or part time

From release 21B 

30

GRADE_LADDER_PGM_ID

Number

Grade ladder

From release 21B 

31

HOURLY_SALARIED_CODE

Varchar2

Hourly paid or salaried

From release 21B 

32

PRIMARY_WORK_RELATION_FLAG    

Varchar2

Primary work relationship indicator

From release 21B

33

PROPOSED_WORKER_TYPE

Varchar2

Proposed person type

From release 21B 

34

PERMANENT_TEMPORARY_FLAG

Varchar2

Regular or temporary

From release 21B

35

ESTABLISHMENT_ID  

Varchar2

Reporting establishment

From release 21B 

36

POSITION_OVERRIDE_FLAG

Varchar2

Synchronize from position flag

From release 21B

37

LABOUR_UNION_MEMBER_FLAG

Varchar2 Union member

From release 21B 

38

ASSIGNMENT_TYPE     

Varchar2

Assignment type

From release 21B

39

MANAGER_FLAG  

Varchar2

Working as a manager

From release 21B

40

WORK_AT_HOME  

Varchar2

Working at home

From release 21B

41

GSP_ELIGIBILITY_FLAG  

Varchar2

Include in grade step progression

From release 21B

42
  • ASG_INFORMATON_DATE1 to ASG_INFORMATION_DATE15

  • ASG_INFORMATION_NUMBER1 to ASG_INFORMATION_NUMBER20

  • ASG_INFORMATION1 to ASG_INFORMATION50

  • ASG_INFORMATION_CATEGORY

  • Date
  • Number

  • Varchar2

  • Varchar2

Legislative flexfields

Since release 18C

43
  • ASS_ATTRIBUTE_DATE1 to ASS_ATTRIBUTE_DATE15

  • ASS_ATTRIBUTE_NUMBER1 to ASS_ATTRIBUTE_NUMBER20

  • ASS_ATTRIBUTE1 to ASS_ATTRIBUTE50

  • ASS_ATTRIBUTE_CATEGORY

  • Date
  • Number

  • Varchar2

  • Varchar2

Customer flexfields

Since release 18C

You can now use assignment attributes and descriptive flexfields as parameters when you configure assignment extensible flexfields and assignment descriptive flexfields.

Steps to Enable

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

Tips And Considerations

  • If you have configured the value set or default conditions using parameters for the extensible flexfield (EFF), these values will be reinitialized only when you navigate to the EFF field.

Key Resources

  • Using flexfield parameters in value sets for worker assignments, see the Worked Example: Using Flexfield Parameters in Value Sets for Worker Assignments Document ID 2446362.1 on My Oracle Support.
  • Employment flexfields, see the Employment Flexfields topic in the Implementing Global Human Resources guide located on the Oracle Help Center.

Source Assignment Attributes Added To Add Assignment Approval Payload

We have enhanced your ability to configure and route approvals using source assignment attributes while adding a new assignment. This capability allows you to configure rule conditions on the worker’s current assignment attributes and also use the approval chain of the worker’s current line manager.

NOTE: This change is applicable only for the Add Assignment and Add Temporary Assignment responsive flows.

The Workers’s Current Assignment Attributes for the Rule Condition

The Worker’s Current Line Manager Value Added in the Approval Chain of the LOV

You can configure the approval rules based on source assignment attributes and route the approval to the current line manager.

Steps to Enable

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

Compensation Zone Attributes Added in Employment Notifications' Data Model

We have enhanced the ability of users to add compensation zone attributes using the enhanced approval data model. You can include the attributes in employment notifications by customizing the RTF template for these employment flows which contain a salary section:

  • Add Contingent Worker
  • Add Pending Worker
  • Add Non Worker
  • Hire an Employee
  • Change Working Hours
  • Change Location
  • Promote
  • Transfer
  • Change Legal Employer
  • Add Assignment
  • Change Assignment
  • Local and Global Transfer
  • Create Work Relationship

Salary Section in Promote Flow

Customized Promotion Notification from Oracle BI Publisher Showing Compensation Zone Attributes and Salary Values

A new Geo Zone Details data set is added which includes compensation zone attributes in the employment data model in BI Publisher.

Compensation Zone Attributes Added in the Geo Zone Details Data Set

You can include compensation zone attributes in employment notifications which contain the salary section.

Steps to Enable

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

Key Resources

For more information, see these resources:

  • The release 20A Workforce Rewards What's New, look under Compensation and then at the features under the heading of Salary Range Differentials and Compensation Zones.
  • White Paper on My Oracle Support: Salary Range Differentials and Compensation Zones (Document ID 2605772.1).
  • For more information about configuring workflow notifications, see the Configurable Workflow Notifications section in chapter 15 Notifications and Approvals of the Implementing Global Human Resources guide.

Retain Indicators for Synchronize from Position and Calculate FTE and Headcount Automatically During Employment Conversions

We have improved the ability of users to retain the Synchronize from Position and Calculate FTE and Headcount Automatically indicators in these employment conversion processes:

  • Pending Worker to Employee or Contingent Worker conversion

    • Convert pending worker (page conversion)
    • Convert pending worker (ESS process)
    • Quick convert
  • Oracle Recruiting Offer to Worker conversion

    • Move to HR
    • Other employment transactions, such as Global Transfer and Add Assignment initiated from the offer assignment.

Synchronize from Position and Calculate FTE and Headcount Automatically in Employment Conversion Processes

  • If you select the No value for the Synchronize from Position indicator in the offer, then during the move to HR, position synchronization will not be invoked when creating the new assignment or updating the existing assignment. The assignment creation or update, in this case, will be based upon only the Offer data.

  • If you select the No value for the Synchronize from Position indicator for the pending worker, then during the convert pending worker process, position synchronization will not be invoked when creating the new assignment. The assignment creation, in this case, will be based upon only the pending worker data.

Users can select whether they want to synchronize from the position and automatically calculate FTE and headcount during an employment conversion process.

Steps to Enable

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

Key Resources

  • Automatic calculation of work measures, see the Work Measures topic in the Using Global Human Resources guide.
  • Position synchronization, see the Position Synchronization topic in the Using Global Human Resources guide.

Read Only Access for Work Relationship Page

We have improved the user experience by now providing an option to view the responsive work relationship page as read only.

Read Only Work Relationship Page

The work relationship page with view only access is displayed as follows:

  • When a user having only View Work Relationship privilege clicks the Work Relationship quick action, the View Work Relationship read only page is displayed.

  • The questionnaire page is not shown.

  • The Start Date and Primary Info and Work Relationship Info sections are expanded and all other sections are collapsed by default.

  • The read only sections have no Edit button.

  • The universal panel has no Submit button.

  • The universal panel title is named as View Work Relationship in the read only version and as Edit Work Relationship in the editable version.

  • The fields and sections in the read only work relationship page will retain the customizations done for the Edit Work Relationship page using HCM Experience Design Studio.

  • If the user has either Edit or Manage Work Relationship privilege, the page will always be editable.

You have an option to view the responsive work relationship page in read only mode.

Steps to Enable

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

Key Resources

Role Information

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

Aggregated Privilege Name Job or Abstract Role

View Work Relationship

ORA_PER_WORKER_WORK_RELATIONSHIP_VIEW_DUTY

Human Resource Analyst

Edit Work Relationship

ORA_PER_EDIT_WORK_RELATIONSHIP

Human Resource Specialist

Manage Work Relationship

ORA_PER_WORKER_WORK_RELATIONSHIP_MAINTENANCE_DUTY

Human Resource Specialist

Edit Work Relationship Quick Action Renamed to Work Relationship

We want users to know that the Edit Work Relationship quick action is now renamed to Work Relationship in the application.

Edit Work Relationship Quick Action Renamed to Work Relationship

The quick action is renamed to make it sound more generic.

Steps to Enable

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

Person Number Added on Convert and Edit Pending Worker Pages

The Person Number field is added to the Personal Details section on the Edit and Convert Pending Worker responsive pages. You can modify this field when the Person Number Generation Method option is set to Manual on the Manage Enterprise HCM Information page. By default, this field is visible but you can also show or hide it using the Transaction Design Studio.

Person Number Generation Option on the Manage Enterprise HCM Information Page

Person Number Field Displayed on the Convert Pending Worker Page

This enhancement improves the user experience while converting or editing pending workers.

Steps to Enable

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

Tips And Considerations

  • You can hide the Person Number field in the Convert and Edit Pending Worker pages using the Create Work Relationship and Edit Pending Worker actions respectively in the Transaction Design Studio. This attribute is listed in the Available Attributes section in the Personal Details data source.

    Configure Person Number field in Transaction Design Studio

  • When you modify the person number, the assignment number and payroll relationship number will also change because the latter are associated with the person number.

Key Resources

Document Records

Preview Document Record Attachments Without Having To Download

You now have the ability to quickly preview various attachment file formats without having to download them to a local folder. You can preview both Reference Info attachments and document record attachments. 

Preview Attachments in Reference Info When Adding Document Record

Preview Instructions

Preview Attachments When Viewing Document Record 

Preview Document Record Attachment

Reduces necessity to download attachments to the local device for viewing.

Steps to Enable

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

Tips And Considerations

  • You can preview Reference Info attachments of a document type when creating or editing document records.
  • You can preview document record attachments when viewing the document record.
  • An initiator can't preview a document record's recent attachments when it's pending approval.
  • An approver can't preview attached files in the notification. However, they can download the attachments from the notification.
  • The file types supported for preview are - PDF, DOC, DOCX, DOCM, DOT, RTF, TXT, ODT, ODS, ODP, XLS, XLSX, XLSM, XLSB, CSV, DAT, PNG, JPG, JPEG, BMP, TIFF, TIF, PPT, PPTX, PPTM.
  • Preview of attached files is supported only on the desktop.

Flexibility for Initiator to Edit Document Record Submitted for Approval

Initiators of a document record transaction now have the flexibility to edit a submitted document record instead of withdrawing it.

Document Record Pending Approval

Edit Button for Initiator in Document Record Pending Approval

This feature avoids duplication of effort in recreating and submitting the withdrawn document record.

Steps to Enable

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

Tips And Considerations

  • Initiators can use the Edit button to edit the document record which is pending approval.
  • When the initiator submits the edited document record, the existing transaction is withdrawn and a new transaction is submitted. This new transaction follows the configured approval rule.
  • For document types used in generating letters, if the initiator edits the document record then the changed data is updated in the generated letter.

Add Worker Identification Information in the Page Header of Document Records and Document Delivery Preferences Flows

We have improved usability of the page header in document record and document delivery preference 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, assignment number and assignment name are enabled in the page header.

Document Records Page Header with the Employee Name, Assignment Number and Assignment Name Enabled

Document Delivery Preferences Page Header with the Employee Name, Assignment Number and Assignment Name 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.
  • For Document Delivery Preferences, it will always show the Primary Assignment information, even if a secondary assignment is selected.
  • Truncation of universal panel with … displays in mobile pages when more than 2 attributes are present.
  • The attributes aren't available in the "See how’s it going" page, that is, the attributes won't be displayed on the BIP page.

Key Resources

  • See Personalize the Universal Header for Employment Flows (Doc ID 2729071.1) on My Oracle Support.

Enable Completion of Document Record Transactions When Initiator is Terminated

We have enhanced the document record transaction approval process to enable completion of transactions that previously used to error out or get stuck if the initiator of the transaction was terminated. Such transactions are now processed and committed to the database on approval from the final approver.

Prevent transactions from getting stuck.

Steps to Enable

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

Tips And Considerations

  • In an initiator terminated scenario, an automatic switch from the transaction approval service user context to the application identity user (APPID) enables the transaction service to be run with elevated privileges.
  • The transaction approval service is run with application identity which is FUSION_APPS_HCM_SOA_APPID.
  • Irrespective of the fact whether the transaction initiator is terminated or active, all transactions are searchable and displayed in the Transaction Console.

New Document Records Approval Payload to Retrieve Requestor Information

You can now use the new document record payload Requestor's Assignment Including Inactive when you create an approval rule based on requestor attributes. The payload gets the requestor's current assignment details irrespective of whether the assignment is active, suspended, or inactive.

Document Records Approval Payload for Requestor's Assignment

A transaction submitted by an inactive worker will still get approved if this payload is used for requestor's attributes.

Steps to Enable

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

Work Structures

Position Management: Ability to Save for Later

You can now enable the Save and Save and Close buttons on these pages.

  • Request a New Position
  • Request a Position Change
  • Duplicate Position
  • Update Position
  • Correct Position

This feature improves user experience.

Steps to Enable

Use these steps to enable the Save and Save and Close buttons on the Request a New Position page. Once enabled for this page, it's enabled for all pages mentioned above.

  1. Navigate to Home > Configuration > Sandboxes.
  2. Click Create Sandbox and enter a name for the sandbox.
  3. Add Page Composer from the Add Tools list.
  4. Click the Active check box.
  5. Click Create and Enter.
  6. Navigate to Home > My Client Groups > Request a New Position.
  7. Click Edit Pages from the Settings and Actions menu on the right.
  8. Click Structure and place your cursor near the Submit and Cancel buttons region.
  9. Click Edit in the Confirm Shared Component Edit window.
  10. Search for responsiveTransactionToolbar[Edit Component] in the component list and click the Edit icon.
  11. Scroll down to the Save Rendered field in the Edit Properties window and click the down arrow.

  

  1. Select Expression Builder.
  2. Add the #{pageFlowScope.positionDetailsParamMap.isViewOnly ne 'Y'} condition in the expression editor. 

  1. Click OK.
  2. Repeat steps 10 to 13 for the Save and Close Rendered field.

Integration Key Support For Loading Organization Tree Using HCM Data Loader

You can now use integration keys to load organizations as nodes into an organization tree using HCM Data Loader (HDL). HDL then converts the integration keys into the surrogate ID value and passes this to the business object VO.

For example, your .dat file can include this metadata.

METADATA|OrganizationTreeNode|OrganizationTreeNodeId|TreeStructureCode|TreeCode|TreeVersionName|OrganizationId(SourceSystemOwner)|OrganizationId(GUID) |OrganizationName |ClassificationCode|ReferenceTreeVersionName|ReferenceTreeCode|ParentOrganizationId(SourceSystemOwner) |ParentOrganizationId(GUID)|ParentOrganizationName|ParentClassificationCode|SourceSystemOwner|SourceSystemIdMERGE  |OrganizationTreeNode||PER_ORG_TREE_STRUCTURE |ApprovalHierarchy|ApprovalHierarchy_January2021|HRC_SQLLOADER|B104F5BF20E83097E053334CF70A512F ||DEPARTMENT||||||||MERGE|OrganizationTreeNode||PER_ORG_TREE_STRUCTURE|ApprovalHierarchy |ApprovalHierarchy_January2021 |HRC_SQLLOADER|B14F66EC9CC8DF14E053334CF70A71FF||DEPARTMENT|||HRC_SQLLOADER|B104F5BF20E83097E053334CF70A512F||DEPARTMENT||

This feature improves the user experience with data loading.

Steps to Enable

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

Key Resources

  • HCM Integrations and Data Loading - Chapter 2: Introduction to HCM Data Loader - Topic: Oracle Fusion GUIDs and Surrogate IDs on Oracle Help Center

Integration Key Support For Loading Department Tree Using HCM Data Loader

You can now use integration keys to load departments as nodes into a department tree using HCM Data Loader (HDL). HDL then converts the integration keys into the surrogate ID value and passes this to the business object VO.

For example, your .dat file can include this metadata.

METADATA|DepartmentTreeNode|TreeStructureCode|TreeCode|TreeVersionName|DepartmentId(SourceSystemOwner)|DepartmentId(SourceSystemId) |DepartmentName|ParentDepartmentId(SourceSystemOwner)|ParentDepartmentId(SourceSystemId)|ParentDepartmentName |SourceSystemOwner|SourceSystemIdMERGE|DepartmentTreeNode|PER_DEPT_TREE_STRUCTURE|AdministrativeHierarchy|AdministrativeHierarchy_December2020 |HRC_SQLLOADER|AdministrativeHierarchy_Org_SS_ID_000001||||||MERGE|DepartmentTreeNode|PER_DEPT_TREE_STRUCTURE|AdministrativeHierarchy |AdministrativeHierarchy_December2020|HRC_SQLLOADER|AdministrativeHierarchy_Org_SS_ID_000002||HRC_SQLLOADER|AdministrativeHierarchy_Org_SS_ID_000001|||

This feature improves the user experience with data loading.

Steps to Enable

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

Key Resources

  • For more information, refer the Oracle Fusion GUIDs and Surrogate IDs topic, Chapter 2: Introduction to HCM Data Loader, HCM Integrations and Data Loading guide on the Oracle Help Center.

Autocomplete

Autocomplete Rules for Person Phone Business Object

You can now use any of the delivered rules for the Person Phone business object to validate the person phone number or area code format based on the phone type and the country code, if it fits your business needs. To use a delivered rule, make a copy of the delivered rule, modify the rule according to your requirements, and set it to Active.

These rules are delivered out-of-the-box for the Person Phone business object.

  1. Validate Phone Number Format

Validates the phone number format based on the phone type. Shows an error message if the phone number isn't in the defined format and length, for a given country and the selected phone type.  For example, for Australia, if the value entered for a mobile phone doesn't start with 04, an error message is shown.

  1. Validate Area Code Format

Validates the area code format based on the phone type. Shows an error message if the area code isn't in the defined format and length, for a given country and the selected phone type. For example, for India, the area code must be in the range of 2 to 4 digits when the phone type is not a mobile.

  1. Validate Area Code is Blank

Validates that the area code is null, based on the phone type. Shows an error message if the user enters a value for the area code when no area code is required, based on country code and the phone type.  For example, if the user enters a number for the area code if the country is India and the phone type is mobile, an error message is displayed.

  1. Validate Area Code Based on Phone Type

Validates if the area code is entered based on the phone type. Shows an error message if the user doesn't enter a value for the area code when the area code is required, based on country code and the phone type.

This feature increases user productivity and saves time when using delivered rules.

Steps to Enable

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

To enable Autocomplete Rules in the HCM Experience Design Studio, you need to log a service request (SR). To get access, please review and follow the instructions provided in the My Oracle Support document, Enabling Oracle HCM Cloud Autocomplete Rules (Document ID 2767655.1).

Tips And Considerations

  • You can't use Autocomplete Rules to default values using the Person business objects.

Key Resources

  • Autocomplete Rules for HCM Experience Design Studio Enhancements feature in the 21B HCM Common What's New > Common Features section.
  • Working with Person Business Objects, Implementing Autocomplete Rules for HCM, Global Human Resources Cloud on the Oracle Help Center.

Role Information

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

Autocomplete Rules for Employment Business Objects

You can now use employment business objects to define the autocomplete rules according to your business needs. Some of the common business use cases are included as delivered rules in the employment business objects. You can use the rule as is, or use it as a template to create your own autocomplete rules.

Details of the employment business objects are as follows:

  1. When and Why

The When and Why business object contains information related to the date, name, and reason for an action based on the PER_ACTION_OCCURRENCES table. You can use this business object to create autocomplete rules. For example, you can create rules for these scenarios:

  • Date validation for a date in the past
  • Date validation for a date in the future
  • Date validation for a specific day of the week
  • Date validation for hard coded dates, such as the 1st and 16th day of the month
  • Date validation by role

Impacted Responsive Flows

The Why and Why business object can be a part of the When and Why section or use the whole section in any employment action or flow. These actions are supported by the When and Why business object for the Autocomplete feature:

  • Create Offer
  • Edit Offer
  • Change Salary
  • Add Contingent Worker
  • Add Non Worker
  • Add Pending Worker
  • Additional Assignment Info
  • Cancel Work Relationship
  • Change Assignment
  • Change Legal Employer
  • Change Location
  • Change Manager
  • Change Salary
  • Change Working Hours
  • Create Work Relationship
  • Edit Work Relationship
  • Termination
  • Employment Contracts
  • Employment Information
  • Hire an Employee
  • Local and Global Transfer
  • Manage Eligible Jobs
  • Manage Seniority Dates
  • Promote
  • Salary History
  • Transfer

Delivered Rules

These are the predefined rules for the When and Why business object:

  • Validate whether global transfers and promotions occur on any date other than the 1st or 16th of a future month.

  • Restrict promotions or transfers to be effective on any date other than the start of a future payroll cycle.

  1. Worker Assignment

The Worker Assignment business object contains employee, contingent worker, applicants, and benefits assignments' information based on the PER_ALL_ASSIGNMENTS_M table.

Impacted Responsive Flows

Based on actions, such as Assignment Details, Employment Details, Offer Details, Location, Manager, Working Hours, Contract Information, Transfer, and Promote, the sections within these responsive flows which invoke the Work Assignment business object (Entry, Tab-out, and Exit) may be named differently:

  • Add Assignment
  • Add Contingent Worker
  • Add Non Worker
  • Add Pending Worker
  • Additional Assignment Info
  • Cancel Work Relationship
  • Change Assignment
  • Create Job Offer
  • Change Legal Employer
  • Change Location
  • Change Manager
  • Change Working Hours
  • Create Work Relationship
  • Edit Job Offer
  • Edit Work Relationship
  • Employment Contracts
  • Employment Information
  • Hire an Employee
  • Local and Global Transfer
  • Manage Eligible Jobs
  • Manage Seniority Dates
  • Promote
  • Transfer

Delivered Rules

  • Default work at home based on the hire date.

  • Default the probation period based on the assignment category.

  • Validate that there is no change in location during promotion.

  • Validate the department based on the business unit.

In addition to these changes for the Worker Assignment business object, you can now get the grade step for a specific assignment using the new EMP_Groovy_GradeStepName and EMP_Groovy_GradeStepId HCM Params while creating autocomplete rules.

Note: The People Group ID attribute can't be used for defaulting or validation.

  1. Worker Work Relationship

The Worker Work Relationship business object contains information about a person's work relationships based on the PER_PERIODS_OF_SERVICE table. You can use this business object to create autocomplete rules. For example, you can create rules for these scenarios:

  • Default the termination date based on the notification date.
  • Restrict termination of employees who are on leave of absence (LOA) or don’t allow a termination to be submitted if the employee has their stability registered at an extensible flexfield (EFF).

Impacted Responsive Flows

In most actions, other than termination, the region where the Worker Work Relationship business object is invoked is called the Work Relationship.

  • Cancel Work Relationship
  • Change Legal Employer
  • Create Work Relationship
  • Edit Work Relationship
  • Local and Global Transfer
  • Promote
  • Transfer
  • Termination

Delivered Rules

  • Validate whether the terminated employee is recommended for rehire based on the termination action reason.

  • Validate the termination based on the assignment status.

  1. Work Term Contract

The Work Term Contract business object contains details of a contract that is associated with an employment agreement based on the PER_CONTRACTS_F table.

Impacted Responsive Flows

  • Add Assignment
  • Change Legal Employer
  • Employment Contracts
  • Employment Information
  • Local and Global Transfer

Delivered Rules

  • Validate Contract Extension Number

Example: An employee in a United States legal employer can have a maximum of 3 temporary contracts with the same legal employer (initial contract + 2 extensions). After the expiry of the temporary contract, they must move to a permanent contract.

When the autocomplete rule is activated and the user tries to create more than 3 contract extensions for the same legal employer, an error message will be displayed and the contract extension will not be permitted.

This feature gives autonomy and control to customers to extend their existing applications by creating their own rules without relying on Oracle Development to implement it.

Steps to Enable

To enable Autocomplete Rules in the HCM Experience Design Studio, you need to log a service request (SR). To get access, please review and follow the instructions provided in the My Oracle Support document, Enabling Autocomplete Rules Feature Starting with Release 21B (document ID 2767655.1).

Key Resources

  • Working with Employment Business Objects, Implementing Autocomplete for HCM, Global Human Resources Cloud on the Oracle Help Center

Role Information

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

Autocomplete Rules for Workforce Structures Business Objects

You can now use the Job and Position business objects to define autocomplete rules according to your business needs. These are some of the features for the Workforce Structures business objects

JOB BUSINESS OBJECT ADDED TO AUTOCOMPLETE RULES

You can now define autocomplete rules for the job business object.

POSITION ATTRIBUTES ENABLED AS EXTENSIBLE FLEXFIELDS (EFF) PARAMETERS

You can now use these position attributes, which are enabled as EFF parameters.

  • ASSIGNMENT_CATEGORY
  • BARGAINING_UNIT_CD
  • BUSINESS_UNIT_ID  
  • COLLECTIVE_AGREEMENT_ID
  • EFFECTIVE_END_DATE
  • EFFECTIVE_START_DATE
  • ENTRY_GRADE_ID
  • ENTRY_STEP_ID
  • JOB_ID
  • LOCATION_ID
  • POSITION_TYPE   
  • UNION_ID

For example, a succession job is an EFF segment in a customer-defined context and the condition is that you can't add a job as a succession job if it starts after the position's effective start date, so you can build a value set for the succession job segment using the Effective Start Date EFF parameter. You can change the customer defined context to filter the job values.

Another example is where you can default or validate the Succession Job field based on the value selected in the job using the Job_ID EFF parameter.

VALID GRADES FOR JOBS AND POSITIONS

You can define autocomplete rules by using the valid grades for jobs and positions in assignments (on the Worker Assignment business object).

Valid Grades for Job and Position in Assignments

You can also define autocomplete rules on position business object using valid grades of the position and job. For example, you can validate if there are more than 5 valid grades added to a job, or validate if Job Level value is provided when Management Level is 'Executive'

Valid Grades in Position

DEFAULT OR VALIDATE PARENT POSITION BASED ON POSITION HIERARCHY

You can define autocomplete rules for validating if the parent position is valid for a specific position.

Another example is where you can default the Assignment Category based on the parent position.

ACTION REASON AND EFFECTIVE DATE ADDED TO HCM PARAMS

You can now define rules on the position business object using the new HCM Params position action reason and effective date. For example, you can validate the effective start and action reason to show an error message when effective start date is later than current date for a specified action reason.

This feature gives autonomy and control to customers to extend their existing applications by creating their own rules.

Steps to Enable

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

To enable Autocomplete Rules in the HCM Experience Design Studio, you need to log a service request (SR). To get access, please review and follow the instructions provided in the My Oracle Support document, Enabling Oracle HCM Cloud Autocomplete Rules (Document ID 2767655.1).

Tips And Considerations

  • You can't create object defaulting rules on the Job business object currently.

Key Resources

  • For more information on the delivered rules, refer to Autocomplete Rules for HCM Experience Design Studio Enhancements feature in the 21B HCM Common What's New features under Common Features.

Role Information

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

Area of Responsibility

Configure Areas of Responsibility Page Header

You can now configure the Area of Responsibility (AOR) responsive page header to add additional attributes including the person number, assignment number, and business title (assignment title). With these attributes now available on this page, you can also embed these attributes in an OTBI analytic report.

This feature enables you to improve user experience by adding more person and assignment attributes to the page header.

Steps to Enable

Use these steps to configure the page header:

  1. Enable a sandbox.
    1. Click Navigator > Configuration > Sandboxes.
    2. Click Create Sandbox.
    3. Enter the Name.
    4. Select the Active check box for the Page Composer option.
    5. Click Create and Enter.
  2. Click Home > My Client Groups > Show More
  3. Click Areas of Responsibility under the Employment group.
  4. Click a person name. The Areas of Responsibility page for the employee is shown.  
  5. Click Page Composer from the Tools menu.
  6.  Navigate to the Structure menu of the Page Composer.
  7. You need to display the source code window. Click or drag-up and release to expand the source window.
  8. Click over the name in the header.
  9. Click Edit in the Confirm Shared Component Edit window.    
  10. In the Structure, select <>outputText: <person name>.
  11. Click on the Show properties of <person name> icon.
  12. Click the Value drop down menu and select Expression Builder.

Component Properties  

  1. Click the Type a value or expression option and enter any of these expressions. 

    To Add

    Expression

    Person Number

    #{bindings.PersonNumber.inputValue}

    Assignment Number

    #{bindings.AssignmentNumber.inputValue}

    Assignment Name

    #{bindings.AssignmentName.inputValue}

  1. Click OK.
  2. Click Apply.

 

Page Header After Adding Person Number

Extending the Area of Responsibility (AOR) Representatives Limit

You can now route the approval notification to the correct representative type if your organization has a requirement of more than 500 representatives per person by setting the Maximum Limit for AOR Representatives profile option to a value between 500 and 3000.

Any approval rule requiring representative approval may be affected by the profile option setting if they have configured the Representative Of option in the Transaction Console to either Worker's Current Representative or Requestor's Representative.

This feature allows you to route approval notifications to specific representative types that is defined in the approval rule. The probability of the approval notification routed to the correct representative has now increased.

Steps to Enable

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

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

Tips And Considerations

NOTE: As a best practice, Oracle doesn't recommend modifying the out-of-the-box limit, unless explicitly directed by Oracle Development.

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

Take advantage of the changes to the display of these attributes, delivered as Transaction Design Studio rules.

Action: Identification Info

  • Show Driver's Licenses To Date

Action: Local and Global Transfer

  • Show Country of Birth

Action: Personal Details

  • 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

Driver's License To Date Shown in the Driver's Licenses Section of the Identification Information Action

Create a better user experience by changing the display of the attributes covered by this feature.

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

  • 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

Take advantage of the changes to the display of these attributes, delivered as Transaction Design Studio rules. Prior to this release, this box was hidden and accessible only through updating the rule in Transaction Design Studio (TDS).

Actions: Local and Global Transfer, Mass Legal Employer Change

  • Show “Copy balances to the new employment record” checkbox

Create a better user experience by changing the display of the attributes covered by this feature.

Steps to Enable

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

Tips And Considerations

This change is delivered as a Transaction Design Studio rule.  If this feature doesn't meet your business requirements, you can modify its visibility using Transaction Design Studio.

Key Resources

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

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.

Association Information is Auto-Created for New Hires Hired Using REST API

The tax reporting unit association and association details are automatically created on the personal Deduction Information cards when hiring employees using the REST API.

TRU Association Information is Auto-Created for New Hires Through REST API

You can now save time and improve efficiency of the new hire process by using the REST API, which automatically creates the tax reporting unit association and association details on the personal Deduction Information cards of the new hires.

Steps to Enable

Define the associated legal employer for the tax reporting units involved in the hiring process:

  1. In Setup and Maintenance, open a China Implementation Project.
  2. Go to the Manage Legal Reporting Unit HCM Information task.
  3. On the Legal Reporting Unit page, under Tax Reporting Unit, click Tax Reporting Unit Details.
  4. Click Edit and then select Correct.
  5. In the Associated Legal Employer section, click the Create icon.
  6. Search for and select the legal employer with which the tax reporting unit is associated.
  7. Click Submit.
  8. Click Yes on the warning message and then click OK on the confirmation message.
  9. Click Done.

Key Resources

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.

Country of Birth Update

You can use the field Country of Birth in Person details for employees who you need to report to the health insurance and whose Social Insurance Number is unknown. This attribute is now made visible for German employees, by default, and delivered as a Transaction Design Studio (TDS) rule.

This applies to these actions:

  • Add Contingent Worker
  • Add Pending Worker
  • Add a NonWorker
  • Create Work Relationship
  • Edit Pending Worker
  • Hire an Employee
  • Local and Global Transfer

This enhancement enables you to comply with legislative requirements.

Steps to Enable

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

Human Capital Management for Mexico

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

Attribute Visibility Changes

Take advantage of the changes to the display of these attributes, delivered as Transaction Design Studio rules.

Action: Termination, Reverse Termination

  • show Work Relationship Legislative Information

Action: Local and Global Transfer

  • show Overtime Period for Payroll, Time Card Required for Payroll, Overtime Period for Assignment, Time Card Required for Assignment
  • show Country of Birth
  • show Copy balances to the new employment record

Create a better user experience by changing the display of the attributes covered by this feature.

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

  • 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 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 attributes 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).

New Values for the Contract Type

Two new Contract Type values are seeded for Romania, “Labor contract for disadvantaged young people” and “Labor contract with teleworking clause”. These values are added to comply with local statutory reporting updates.

Values are added to comply with local statutory reporting updates.

Steps to Enable

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

New Values for the Work Permit

Two new Visa or Permit Categories are seeded for the Work Permit (PER_VISA_PERMIT_TYPE) lookup type, “Exception” and “Au pair worker”.

These values are added to comply with local statutory reporting updates.

Steps to Enable

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

Human Capital Management for United States

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

Attribute Visibility Changes

We have improved your user experience with the addition of a new field on the Local and Global Transfer and Mass Legal Employer Change pages.  The Copy balances to the new employment record checkbox is now displayed by default on the Payroll Details page. Prior to this release, this box was hidden and accessible only through updating the rule in Transaction Design Studio (TDS). Use this box when you perform a legal employer transfer and want to carry balances forward to the new legal employer.

Create a better user experience by changing the display of the attributes covered by this feature.

Steps to Enable

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

Tips And Considerations

This change is delivered as a Transaction Design Studio rule.  If this feature doesn't meet your business requirements, you can modify its visibility using Transaction Design Studio.

Key Resources

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

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.

Oracle Payroll Connect for ADP Global Payroll

Integrate Oracle HCM Cloud with ADP Global Payroll through Oracle Payroll Connect for ADP Global Payroll. Here’s an overview of the new-hire flow with the Oracle Payroll Connect for ADP Global Payroll:

  1. Hire Employee: Hire an employee in Oracle HCM Cloud through the user interface, loader, or API. Use ADP specific validations to enter the employee data.

  2. Publish Data to ADP: Wait for the application to capture necessary data, then invoke real-time API to ADP for establishing employee records.

  3. Enter Payroll Data: The new-hire can enter payroll data into ADP through self-service. The Payroll Administrator can add more info to the payroll data in ADP.

  4. Run Payroll Interface for ADP Global Payroll V2: Send additional changes from Oracle HCM Cloud to ADP using HCM Extracts.

New hire flow with Oracle Payroll Connect for ADP Global Payroll

With this seamless integration, you can convey new-hire transactions in HCM Cloud to ADP Global Payroll in real-time. You can also send updates and maintenance to this transaction to ADP in batch mode using HCM Extracts.

Steps to Enable

You would need various configuration requirements for the transaction flows in both the applications:

  1. Set Profile Options

  2. Configure Federation SSO

  3. Identify Payrolls Processed by ADP

  4. Define and Assign Payroll Security Profile

  5. Activate Sandbox

  6. Configure Data Validation Rules

  7. Configure Payload Rules

  8. Configure Payroll Integrations

  9. Schedule ESS Job

Configuration Requirements for the Transaction Flow

Tips And Considerations

  • Establish federated SSO between Oracle HCM Cloud and ADP Global Payroll applications
  • Set up Payroll Administrator accounts in both the applications with appropriate authorizations and privileges

Key Resources

  • For detailed information about the various configuration requirements in both Oracle HCM Cloud and ADP Global Payroll, refer to the following chapter Oracle Payroll Connect for ADP Global Payroll in the Implementing for Global Payroll guide.

Role Information

This table shows the predefined roles to use the Oracle Payroll Connect for ADP Global Payroll feature:

Role What for
Payroll Interface Coordinator To manage the interface functions
HCM Integration Specialist To carry out the various configuration steps

Profile Options

Log in to Oracle HCM Cloud as an HCM Integration Specialist and set profile options.

Profile Option Code

Profile Option Name

Profile Level 

Value

ORA_PAY_ENABLE_EXT_PAY_INTEGRATION

Enable Integration with ADP Systems for Payroll Processing

Site

Yes

Security Privileges

For details about the privileges and the roles required to perform different configuration steps and the interface coordinator functions, refer to this chapter in the Implementing for Global Payroll guide.

  • Oracle Payroll Connect for ADP Global Payroll

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.

Connect to CrowdTwist for Points and Rewards

You can now set up reward programs to motivate employees using the new CrowdTwist integration enhancement. This new enhancement lets employees earn points for completing wellness tasks, goals and competitions. They can redeem those points for rewards.

When the CrowdTwist integration is enabled, the application will display the points you’ve earned as a button on the Wellness landing page.

Wellness Landing Page

Clicking on it will take you to Rewards Activity Summary page which will display info about points earned, rewards redeemed and rewards available.

Rewards Activity Summary Page

Engage and motivate employees with the new enhancement to Wellness that allows CrowdTwist integration.

Steps to Enable

You need to configure wellness to integrate it with CrowdTwist. Here’s how you do it:

  1. Click Employee Wellness in the Benefits Administration tab.
  2. Click Feature Settings in the Employee Wellness page.
  3. Click Edit.
  4. Select Enable the use of points option.
  5. Enter Client ID, API Key and Environment info.

Feature Settings in Wellness

  1. Click Save.

Once you enable the CrowdTwist points integration, you can set up a wellness goal, activity or competition that takes into account the CrowdTwist points. When you create a task, goal or competition, you just need to click on Reward Points and select the appropriate activity from the CrowdTwist Activity drop down list.

My Brand

Oracle My Brand harnesses social networks to help organizations discover, mobilize, and retain talent. This functionality provides insight into workers' social reputation and influence while also monitoring workers' social media usage compliance and mitigating social media risk.

Enhanced Mentor Profiles

You can now enable mentors to provide additional information about themselves. When employees look for a mentor, the enhanced mentor profile will allow them to know more about their potential mentor and help decide who to send their mentor request to. Mentors can add details to their profile by going to Me > Preferences.

Create Your Mentorship Profile

Add Relevant Details to Your Mentorship Profile

Make it easier to learn more and find the right mentor with this feature.

Steps to Enable

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

Data Integrator

You can now use Data Integration in the Personal Brand Administration work area to create and manage connectors that help you map data between a third-party application and Personal Brand. Data Integration simplifies the connector configuration process and provides a visual flow designer to review and fine tune the mapping according to your requirements.

Data Integration

Add a Data Connector

Simple process that doesn't require any code to integrate with third-party APIs.

Steps to Enable

  1. Navigate to My Client Groups > Personal Brand Administration work area, click Data Integration.
  2. In the Social Network Connectors page, click Add to configure a connector manually or automatically.
  3. Configure the data flows and mapping by following the guided process.
  4. Save the configuration and schedule the connector run.

Role Information

Assign the HWR_MANAGE_REPUTATION_DATA_INTEGRATION_PRIV to the appropriate user during implementation.

Health and Safety

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

Health Survey

Configure the employee self-service incident report flow to include a health survey. You can do this by enabling the Health Survey lookup in the Manage Incident Event Lookup page:

Enable Health Survey Lookup in the Manage Incident Event Lookup Page

This will enable employees to select the appropriate survey to complete on the employee self-service Incident Report page:

Employees Can Select the Health Survey Option

After selecting the Health Survey option, an employee can complete the questionnaire:

Employee Completes the Questionnaire

Note that an incident created using the Health Survey flow in the professional user interface will have the questionnaire display as read-only on the incident details page.

This feature helps protect the workplace from infectious diseases and assists in meeting regulatory compliance obligations.

Steps to Enable

  • Enable Health Survey in the Manage Incident Event Lookup page:
  1. Click the down arrow next to your name (in the top right corner) and select Setup and Maintenance.
  2. In the left pane, select the Setup: Workforce Deployment offering.
  3. In the Search Tasks field, search for and select the Manage Environment, Health and Safety Incident Events task.
  4. In the Health Survey row, select Enable for Employee Self-Service.
  5. Click Save and Close.
  • Create one or more questionnaires
  • Allocate the privilege Create Self-Serve Health Survey Incident (GTG_CREATE_SELF_SERVICE_HEALTH_SURVEY_INCIDENT) to the employee role

Tips And Considerations

  • Assign privilege to end-users to enable employees to complete health surveys.
  • Save questionnaires under the Subscriber Workforce Health and Safety Incidents, Questionnaire Library, Health Surveys folder for the questionnaire to appear in the LOV on the employee self-service health survey page. There is no limit to the number of questionnaires you can add to this folder

Role Information

Allocate the privilege Create Self-Serve Health Survey Incident (GTG_CREATE_SELF_SERVICE_HEALTH_SURVEY_INCIDENT) to the employee role.

Workforce Directory Management

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

Improvements in My Team Page

My Team page is enhanced with these features:

DELEGATED TEAMS

You can delegate your role and related permissions to another person. A delegated role can be for a specified period, open ended, or ended manually. You can now view details of delegated teams on the My Team page. You can switch between your team and a delegated team by using the Assignment LOV.

See Delegated Roles Using the Assignment LOV

VACANCIES

You can create vacancies for a manager. The Create Vacancy action is renamed to Vacancies. You can create, change, or delete vacancies from this page. Vacancies quick action is also added to Employment group on the My Client Groups tab.

Vacancies Quick Action on My Client Groups Tab

CHANGES IN POSITION COUNTS

  • Inconsistencies between My Team and the position drill down page and Position page in what are counted as incumbents are removed. These items won't be counted as position incumbents or listed as position incumbents:
    • Current nonworkers 
    • Future pending workers 
    • Future offers
    • Requisitions won't be counted as position incumbents but will be shown in the incumbent list.
  • Counts of directs and totals for positions will represent positions, not incumbents.
  • Excluding positions using security will also exclude position incumbents in the position view, however, they will be displayed in the assignment view

This feature increases managers' satisfaction.

Steps to Enable

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

HR Optimizations

Workforce Modeling

Oracle Workforce Modeling provides an integrated solution supporting Oracle Global Human Resources and provides an easy to use, drag and drop interface that allows you to create reorganization proposals and assess their impact before they are even sent for approval. The intuitive interface and integration with Oracle Global Human Resources ensure that changes are accurately reflected and validated in the transactional system.

Improvement to Workforce Modeling

Workforce Modeling automatically refreshes the manager hierarchy when you finally approve the model and applies it to the live application.

Workforce Modeling automatically updates the manager hierarchy saving you time when you finally approve the model.

Steps to Enable

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

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 Renamed Across HCM OTBI Subject Areas

You can now report on the HCM Oracle Transactional Business Intelligence (OTBI) subject areas with more meaningful attribute names across multiple subject areas.

Any existing analyses that use these attributes will continue to render data correctly. This table lists the existing and renamed attribute names.

Folder Existing Attribute Name Modified Attribute Name

Assignment Manager

Person NameN

Person NumberN

N=1-15

Level NN Manager Name

Level NN Manager Person Number

NN=01-15

Assignment Manager (Unsecured)

Person NameN

Person NumberN

N=1-15

Level NN Manager Name

Level NN Manager Person Number

NN=01-15

Business Unit

Status

Business Unit Status Code

Business Unit Active Status

Business Unit Active Status Code

Collective Agreement

Status

Status Code

Collective Agreement Status

Collective Agreement Status Code

Contact Delivery Methods

Comm Delivery Address

Comm Delivery Method

Comm Delivery Method Code

Communication Delivery Address

Communication Delivery Method

Communication Delivery Method Code

Department

Name

Department Name

Employment Contract

# Of Current Contracts

# Of Extensions

Number of Current Contracts

Number of Extensions

Grade Ladder

Status

Status Code

Grade Ladder Status

Grade Ladder Status Code

Grade Rate Details

Active Status

Active Status Code

Grade Rate Active Status

Grade Rate Active Status Code

Location

Active Status

Set Identifier

Location Active Status

Location Set Identifier

Person Delivery Methods

Comm Delivery Address

Comm Delivery Method

Comm Delivery Method Code

Communication Delivery Address

Communication Delivery Method

Communication Delivery Method Code

Position (fact)

# Of Positions

Position Count

Reporting Establishment

Status

Status Code

Reporting Establishment Status

Reporting Establishment Status Code

Union

Status

Status Code

Name

Union Status

Union Status Code

Union Name

Worker Assignment Details

Allow Override

Employee Category

Employee Category Code

Employment Category

Employment Category Code

Assignment Override

Worker Category

Worker Category Code

Assignment Category

Assignment Category Code

More meaningful attribute names across multiple subject areas will create a better user experience.

Steps to Enable

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

Human Resources

Assignment Level Security changes to Documents of Record Real Time

Enhance your reporting on the subject area Workforce Management - Documents of Record Real Time with the changes in the way the worker documents are rendered for line managers when the assignment level security is turned on.

  • Line managers will see the documents associated with the respective assignment and also the person level documents for that assignment.

This change embraces the new assignment-level security if enabled.

Steps to Enable

To use this feature you must have enabled Assignment Level Security. To understand how to enable this feature, and for additional cross-product information refer to the 21B HCM Common What’s New feature: Secure Access for Workers with Multiple Assignments.

Hidden Metrics in Assignment Event Real Time

The following metrics are hidden from the Assignment Event folder of Workforce Management - Assignment Event Real Time subject area. The equivalent metrics were added as part of Update 20C.

  • # of Hires (Employee and Contingent)
  • Hire Headcount (Excluding Rehires)
  • Hire FTE (Excluding Rehires)

This feature clears redundant metrics from the list.

Steps to Enable

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

New Attributes and Flexfields in Documents of Record Real Time

Documents of Record Real Time subject area has added attributes and flex fields.

The folder Document Type is enhanced with the following attributes:

  • BI Report Path
  • Document Type Level
  • Document Type Level Code

The following flexfields are made available in the Document Type folder:

  • PER_DOCUMENT_TYPE_DFF
  • PER_DOCUMENT_TYPE_LEG_DDF

Improve your reporting on Documents of Record Real Time subject area with the addition of attributes and flexfields.

Steps to Enable

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

New Attributes and Flexfields for Documents of Record Subject Area

The following attributes and flex fields are added to the Document Type folder in the Workforce Management - Documents of Record Real Time subject area:

  • BI Report Path
  • Document Type Level Code
  • Document Type Level
  • PER_DOCUMENT_TYPE_DFF
  • PER_DOCUMENT_TYPE_LEG_DDF

Enhance your reporting on Workforce Management - Documents of Record Real Time with the addition of new attributes and flexfields.

Steps to Enable

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

Seniority Date Related Attributes Enhancement

You can now report on seniority dates dimension with the inclusion of multiple attributes and the removal of an attribute.

The changes affects multiple subject area, see below for details:

Subject Area(s) Folder(s) Attribute(s) added

Attribute(s) removed

Workforce Management - Worker Assignment Event Real Time

Workforce Management - Worker Assignment Real Time

Workforce Management - Work Relationship Real Time

Seniority Date Setup

  • Hours Conversion Formula
  • Adjustment Formula
  • Length of Service Formula

Seniority Date Identifiers

  • Hours Conversion Formula Identifier
  • Adjustment Formula Identifier
 

NOTE: Seniority rules that have the level as assignment are applicable to the following subject area(s)

  • Workforce Management - Worker Assignment Event Real Time
  • Workforce Management - Worker Assignment Real Time

The seniority rule that have the level as Work Relationship is applicable to the following subject area:

  • Workforce Management - Work Relationship Real Time

Enhance your reporting on seniority dates dimension with the inclusion of multiple attributes.

Steps to Enable

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

Health and Safety

Risk Assessment in Incidents Real Time

A new dimension named 'Incident Risk Assessments' is added under the Incident Details folder with the attributes related to consequence, likelihood name, risk score, and risk assessment date and time.

Improve your reporting on Environment Health and Safety - Incidents Real Time with the addition of a new dimension that allows you to report on Risk Assessment of the incidents.

Steps to Enable

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

Flexfields Addition to Incidents Real Time

The following flexfields can be added to the Environment Health and Safety - Incidents Real Time subject area through the BI Extender job.

  • Vehicle Event  (HNS_VEHICLE_INCIDENT_DFF)
  • Driver and Vehicle (HNS_DRIVER_AND_VEHICLE_EVENTS_DFF)
  • Risk Assessment (HNS_RISK_ASSESSMENTS_DFF)

Enhance your reporting on Environment Health and Safety - Incidents Real Time with the inclusion of new flexfields for reporting.

Steps to Enable

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

HCM Integrations

Enhancements to HCM Integrations Subject Area

The following has changed in the HCM Integrations Subject Area:

  1. Additional Content: HCM integration subject area has been enhanced with additional attributes. These new fields, inserted in the Data Loader folder, include, File Row fields, Messages, Facts and Source System Reference Values. Use these fields in new or existing reports as they will enhance the information on your various data loads.
  2. New Data Security in OTBI Subject Area: The OTBI Subject Area now includes data security for the Data Disposal component. Use this feature to restrict the access to Data Disposal data in reporting. Only users who have access to the Remove Person Information tool have access to the HCM Data Disposal reporting data.

Enhance your reporting on HCM Integrations Real Time subject area with additional attributes and an enhanced security.

Steps to Enable

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

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  
Global Payroll Interface Calculation to Gross for Global Payroll Interface Discontinued A Year ago      

_________________________

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

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

Global Human Resources

Autoprovision Areas of Responsibility (AORs)

Automatically assign or remove worker responsibilities based on user-defined AOR Template Criteria.

HCM AOR customers willing to move to Responsibility Templates

Open a Service Request in My Oracle Support and include a tag for "AOR-Autoprovision"

21B Yes

Controlled Availability Features

Features under this heading are under the Controlled Availability Program. The Controlled Availability Program is a program for early testing and feedback of features, before they are included into the product line. You must request and be accepted into the Controlled Availability Programs to use these features. Please see the What's New for more information on being part of these programs.

NOTE: These features are not generally available to customers, customers must be approved to use these features. When these features are generally available to all customers they will be announced under their product area headings.

Autoprovision Areas of Responsibility (AORs)

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

AUTOPROVISION RESPONSIBILITIES

You can autoprovision responsibilities using any of these 2 options.

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

Template Row-Level Actions

When you schedule the Autoprovision Responsibilities process from the Scheduled Processes work area, you may provide these parameters:

Parameter Description

Purge Inactive and Past End-dated Responsibilities

If this parameter is selected, all other parameters are ignored and the process will purge any AOR records that are inactive or have an end date in the past, as of the date the process is scheduled.

UCM Content ID

Process ID generated when data is loaded using HCM Data Loader (HDL). If you enter a value for this parameter, the process will consider the assignments loaded or updated in the load that match the template criteria and mark them for creating or updating AOR records. In this case, even if you enter a value for the Responsibility Template parameter, it’s ignored.

Responsibility Template

AOR template to be considered for autoprovisioning responsibilities. If you don’t select a template, all templates will be considered for autoprovisioning.

If you provide a value only for this parameter, the process will identify all assignments that match the template criteria for creating or updating AOR records. In this case, even you enter a value for the Legal Employer, it’s ignored.

Legal Employer

Legal employer to be considered for autoprovisioning responsibilities. The process reviews all assignments for the specified legal employer and identifies assignments for which AOR records are to be created or updated.

HOW ARE RESPONSIBILITIES AUTOPROVISIONED

Let’s look at the basic steps of the autoprovisioning process. 

Autoprovisioning Process

You need to define the assignment criteria by which to autoprovision responsibilities in the AOR template, after which you schedule the Autoprovision Responsibilities process and specify the parameters. When the process is run, all assignment records that match the criteria are processed and this data is stored in the intermediate tables. When you review and confirm (Apply) the data changes, then a back-up of the data changes is taken, in case you want to revert the changes in future. Then, the data from the intermediate tables is overwritten in the actual AOR tables.

Responsibilities can be applied or restored from the quick actions in My Client Groups > Workforce Structures.

You can only apply autoprovision responsibilities when a scheduled process for a template is complete and restore autoprovisioned responsibilities when the output of a scheduled process is applied to a template.

RESPONSIBILITY TEMPLATE OPTIONS

This table summarizes the availability of responsibility template options.

Scenario Schedule Autoprovision Process Option Apply Autoprovisioning Option Restore Autoprovisioning Option
Template is created Enabled Disabled Disabled
Template is modified Enabled Disabled Disabled
Autoprovision Responsibilities process is running on a template Disabled Disabled Disabled
Autoprovision Responsibilities process is complete for a template Enabled Enabled Disabled
Autoprovision responsibilities review is completed Enabled Disabled Disabled
Autoprovision responsibilities apply process is completed Enabled Disabled Enabled

HOW ARE CRITERIA MATCHED

You can define any of these criteria in the responsibility template based on which AOR will be added or removed.

Criterion Single or Multiple Value Selection Supported LOV
Business Unit Multiple Client-side LOV
Country Single

Client-side LOV

Department

Multiple

Client-side LOV

Job

Multiple

Client-side LOV

Job Family

Multiple

Client-side LOV

Job Function Single Select one choice
Legal Employer Single

Client-side LOV

Location

Multiple

Client-side LOV

Position

Multiple

Client-side LOV

System Person Type Single Select one choice
User Role

Multiple

Client-side LOV

The process will use the AND operand if you specify multiple criteria, and will use the OR operand when multiple values of the same criteria are specified.

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

  • System Person Type = 'Employee' AND
  • Country = 'India' AND
  • Legal Employer = 'ARS US Legal Entity' AND
  • Department = 'HRSEC Exec Dept'  OR  Department = 'HRSEC Production Dept'

User-Defined Template Criteria

RESTORING RESPONSIBILITIES

After applying autoprovisioned responsibilities, in case you want to revert the data changes, you can restore the responsibilities to their last previous state. You can either restore responsibilities for a single template or for all templates from the quick action Restore Autoprovisioned Responsibilities in My Client Groups > Workforce Structures.

COPYING A TEMPLATE

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

HOW YOU ENABLE AUTOPROVISIONING FOR AREAS OF RESPONSIBILITIES

You need to enable the ORA_PER_AOR_AUTO_PROVISION_ENABLED profile option to autoprovision Areas of Responsibilities. Let’s look at the steps to enable the profile option.

  1. Navigate to the Setup and Maintenance work area and search for the Manage Administrator Profile Values task.
  2. Search for the ORA_PER_AOR_AUTO_PROVISION_ENABLED profile option.
  3. Select the Level as Site.
  4. Change N to Y for the site level row.
  5. Click Save and Close.

After changing the profile option value, you need to log out of your current session, and log in again to see the quick actions on the My Client Groups tab.

This feature increases productivity and reduces operation costs.

Steps to Enable

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

Please review and follow the instructions provided in the My Oracle Support document, Fusion Global HR: How to Apply for Autoprovision Areas of Responsibilities Feature Under Controlled Availability (Document ID 2765388.1) to get access.

Tips And Considerations

  • Approvals aren’t supported for any autoprovision actions.
  • All previously autoprovisioned data (pending to be committed) and data stored for restoring will be deleted when you modify a template (change a value in the Basic Info, Responsibility Scope, or Assign by Criteria sections) and submit the transaction.
  • You can restore responsibilities to only the previous state from the last commit.
  • When you create a new template, autoprovision responsibilities, preview the data, and apply autoprovisioning, you can't see a previous version to backup on the Restore Autoprovisioned Responsibilities page because there is no previous data of the autoprovisioned responsibilities. In this case, if you restore autoprovisioned responsibilities, the previously applied autoprovisioned responsibilities will be deleted.
  • If an autoprovisioned responsibility is reassigned to another user, it's no longer autoprovisioned, but becomes a directly assigned responsibility.
  • If the criteria is based on a user's role, the role must be provisioned to that person or user before you run autoprovisioning responsibilities.

Key Resources

  • For more information, refer to the Improved Areas of Responsibility User Experience Through Responsibility Templates feature in the 20B Global Human Resources What's New.

Role Information

You need to assign the HCM Application Administrator job role (ORA_HRC_HUMAN_CAPITAL_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB) to autoprovision and restore responsibilities.