September Maintenance Pack for 22C

Revision History

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

Date	Product	Feature	Notes
26 AUG 2022			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 (22A, 22B, 22C, and 22D)
• Optional Monthly Maintenance Packs to each update

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

____________________

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our products better, please let us know. To enter an idea go to the Ideas Lab on Oracle Customer Connect. In this document wherever you see the light bulb icon after the feature name it means we delivered one of your ideas.

____________________

Suggested Reading for all HCM Products:

• HCM Common What's New - In this What's New you will find feature that are used across applications.
• Human Resources What’s New – In the Global Human Resources section you will find features on the base application in which other application are built upon. 

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

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

• Oracle Help Center – Here you will find guides, videos and searchable help.
• Release Readiness – New Feature Summary, What’s New, Feature Listing Spreadsheet, Spotlights and Release Training

GIVE US FEEDBACK

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

Feature Summary

Human Resources

Global Human Resources

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

Enhanced Security of the Personal Info Regions

These responsive pages are improved with enhanced security: Personal Details, Contact Info, Identification Info, and Family and Emergency Contacts.  The logged in user's data security privileges are validated for each region before the data is displayed.  If your custom roles, such as Employee or HR professional roles, don't include the required data security privileges as documented in Security Reference for HCM guide, the region will display a message 'Access denied'.

For example, if the role doesn't include 'View Person Address' data security privilege, the message 'Access denied' is displayed in the Address and Primary Mailing Address regions.

Example of Access denied message

You need to review the role setup and add the required role name that includes the appropriate data security privileges to resolve the issue. Check the steps documented in the Securing HCM guide, chapter 21 Creating and Editing Job, Abstract, and Duty Roles, section Edit Job and Abstract Roles to edit the role to add the required role name.

When updating your roles, it's recommended that you use the Role Hierarchy to add these role names. This table lists the Personal Information regions and corresponding required security roles to view and/or manage them.  For example, if your role requires that a user be able to view and manage the driver license data, then the role only requires the Manage Person Driver License role.  But, if your role requires that a user only be able to view and not manage the driver license data, then the role only requires the View Person Driver License role

Region	Required Roles
Address / Primary Mailing Address	Change Person Address View Person Address Data Only
Biographical Info	Manage Person Biographical Information View Person Biographical Information
Communication	Person Communication Methods Management Person Communication Methods View
Driver's Licenses	Manage Person Driver License View Person Driver License
Family and Emergency Contacts	Manage Person Contact Details Access Family and Emergency Contacts by Worker Access Family and Emergency Contacts by HR
National Identifiers	Manage Person National Identifier View Person National Identifier
Passports	Manage Person Passport View Person Passport
Person Number	Manage Person Number View Person Number
Visas and Permits	Manage Person Visa or Permit View Person Visa or Permit

This feature improves the user experience on the Personal Information responsive pages with enhanced security for specific regions.

Steps to Enable

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

Key Resources

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

• Security Reference for HCM
• Edit Job and Abstract Roles, Chapter: Creating and Editing Job, Abstract, and Duty Roles, Securing HCM guide

August Maintenance Pack for 22C

Revision History

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

Date	Product	Feature	Notes
29 JUL 2022			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 (22A, 22B, 22C, and 22D)
• Optional Monthly Maintenance Packs to each update

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

____________________

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our products better, please let us know. To enter an idea go to the Ideas Lab on Oracle Customer Connect. In this document wherever you see the light bulb icon after the feature name it means we delivered one of your ideas.

____________________

Suggested Reading for all HCM Products:

• HCM Common What's New - In this What's New you will find feature that are used across applications.
• Human Resources What’s New – In the Global Human Resources section you will find features on the base application in which other application are built upon. 

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

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

• Oracle Help Center – Here you will find guides, videos and searchable help.
• Release Readiness – New Feature Summary, What’s New, Feature Listing Spreadsheet, Spotlights and Release Training

GIVE US FEEDBACK

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

Feature Summary

Human Resources

Global Human Resources

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

Allow Journey Task to be Assigned to More than 500 AoR Representatives

You can now make use of the new profile option ORA_PER_AOR_REPRESENTATIVES_LIMIT to allow the allocation of a journey task where the performer is derived based on areas of responsibility (AoR) and the number of derived representatives are 500 or more.

This feature ensures that allocation of a journey task to an AoR doesn't fail when the number of AoR representative records returned exceeds 500.

Steps to Enable

To set the limit for AOR representatives returned in a journey task, specify the limit using the ORA_PER_AOR_REPRESENTATIVES_LIMIT profile option.

Profile Option Code	Description	Default Value
ORA_PER_AOR_REPRESENTATIVES_LIMIT Maximum Limit for AOR Representatives	Specify the number of representatives returned by the AOR approval rules service	500

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.

Key Resources

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

• Chapter Checklists and Journeys in the Implementing Global Human Resources guide

Role And Privileges

You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.

Update 22C

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 SEP 2022	Workforce Directory	Enhanced Transaction Design Studio Support for Directory	Updated document. Revised feature information.
26 AUG 2022	Human Resources / Employment	Combined Correction and Deletion for Assignment, Salary, and Document Records on View Employment Details Page	Updated document. Revised feature information.
26 AUG 2022	Human Resources / Autocomplete	Additional Parameter Support in Autocomplete Rules for Document Records Business Object	Updated document. Revised feature information.
26 AUG 2022	Human Resources / Journeys	Additional TDS Actions Supported for Guided Journeys	Updated document. Revised feature information.
26 AUG 2022	Human Resources / Document Records	Configurable Business Title Switcher in Document Records	Updated document. Revised feature information.
26 AUG 2022	Human Resources / Employment	Configurable Business Title Switcher in Responsive Pages	Updated document. Revised feature information.
26 AUG 2022	Workforce Directory	Enhanced Connections Theme	Updated document. Feature delivered in update 22C.
29 JUL 2022	Human Resources / Seniority Dates	Assignment Category Attribute Available in HCM Data Loader for V3 Seniority Dates	Updated document. Feature delivered in update 22C.
29 JUL 2022	Human Resources / Employment	Configurable Business Title Switcher in Responsive Pages	Updated document. Revised feature information
29 JUL 2022	Human Resources / Employment	Consolidated View for Assignment and Salary Changes on Employment Info Page	Updated document. Revised feature information
24 JUN 2022	Human Resources / Checklists	Auto-Generated Checklist Code in Checklist Templates	Updated document. Feature delivered in update 22C.
24 JUN 2022	Human Resources / Journey	Journey Level Actions Available Only From the Drill-Down Page	Updated document. Feature delivered in update 22C.
24 JUN 2022	Human Resources / Employment	Configurable Business Title Switcher in Responsive Pages	Updated document. Revised feature information.
03 JUN 2022			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 (22A, 22B, 22C, and 22D)
• Optional Monthly Maintenance Packs to each update

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

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our products better, please let us know. To enter an idea go to the Ideas Lab on Oracle Customer Connect. In this document wherever you see the light bulb icon after the feature name it means we delivered one of your ideas.

Suggested Reading for all HCM Products

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

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

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

GIVE US FEEDBACK

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

DISCLAIMER

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

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

Feature Summary

Human Resources

Global Human Resources

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

Autocomplete

Additional Parameter Support in Autocomplete Rules for Document Records Business Object

You can now use an additional HCM parameter (hcmParam) named DOR_UX to control when the autocomplete rule is run for document records. For example, you can configure the rule to run only for transactions done from the document records page.

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).

Review and follow the instructions provided in the My Oracle Support document, Fusion HCM Cloud: Enabling Autocomplete Rules Feature Starting with Release 21B (Doc ID 2767655.1) to get access.

Tips And Considerations

• If the autocomplete rule doesn’t use the DOR_UX hcmparam in the rule condition, the autocomplete rule will be run for both application and non-application flows (for example, REST API, HDL, and HSDL).

• If the autocomplete rule uses DOR_UX in the rule condition, the autocomplete rule will be run for only application flows (for example, DOR and plugin regions). In this case, the value of DOR_UX is Y.

Key Resources

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

• Chapter Document Records in the Using Global Human Resources and Implementing Global Human Resources guides.

• Document Records, Chapter Business Objects in Autocomplete in the Configuring and Extending HCM Using Autocomplete Rules guide

•  Get Values Using HCM Params > Chapter Standard, Global, and Object Functions in the Configuring and Extending HCM Using Autocomplete Rules guide

Role And Privileges

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

Autocomplete Rules for Person Disability Business Object in Person

You can now author autocomplete rules using the new view accessor, Get All Person Disabilities that is added to the Person business objects. This view accessor gives access to all disability records of a person including future dated and past dated records.

The existing view accessor, Get Person Disability only returns the current disability records of a person. For example, assume a person has two person disability records, one effective as of today and other is effective after one week. The Get Person Disability view accessor returns only the record effective as of  today while the Get All Person Disabilities returns both today's record and the future dated record. This view accessor can be accessed from person row.

Autocomplete rule to check category of a future dated disability record from Worker Assignment business object

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 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). Please review and follow the instructions provided in the My Oracle Support document, Enabling Oracle HCM Cloud Autocomplete Rules (Document ID 2767655.1) to get access.

Tips And Considerations

• You can't use autocomplete rules to default data in a person record.

Key Resources

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

• Autocomplete Rules for HCM Experience Design Studio Enhancements feature in the 22C Human Resources > HCM Cloud Common Features Update   
• Person, Business Objects in Autocomplete > Configuring and Extending HCM Using Autocomplete Rules guide

Role And Privileges

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

Autocomplete Rules for Position Business Object in Workforce Structures

You can now author autocomplete rules based on the worker assignment attributes of position's incumbents of type employee, contingent worker, and pending worker.

These 3 view accessors are delivered as part of this feature.

• Get Employee Incumbents by Position ID
• Get Contingent Worker Incumbents by Position ID
• Get Pending Worker Incumbents by Position ID

Typically, you can use the view accessors to validate if the incumbent on the position is an employee, contingent worker or pending worker or to validate a position change request when the incumbent of the position has an assignment status code of leave of absence (LOA) approved or pending.

Autocomplete rule to prevent position update if the position has pending worker incumbent

Autocomplete rule to validate if incumbent has an assignment status code of leave of absence (LOA) approved or pending

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 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). Please review and follow the instructions provided in the My Oracle Support document, Fusion HCM Cloud: Enabling Autocomplete Rules Feature Starting with Release 21B (Document ID 2767655.1) to get access.

Tips And Considerations

• Autocomplete rules related to incumbency check are applicable for Request a Position Change, update and correct position flows only.
• A new global function, Get incumbent count for a position as of a date is also added to fetch the number of incumbents of a position as of a date.

Key Resources

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

• Autocomplete Rules for HCM Experience Design Studio Enhancements feature in the 22C Human Resources > HCM Cloud Common Features Update
• Workforce Structures >  Business Objects in Autocomplete in the  Configuring and Extending HCM Using Autocomplete Rules guide.

Role And Privileges

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

Checklists

Auto-Generated Checklist Code in Checklist Templates

You can now make use of the auto-generated checklist code to uniquely identify checklist templates. The checklist code is read-only and displays for checklists of all categories. When you enter the checklist name, the checklist code is automatically derived from it.

Auto-Generated Checklist Code in Checklist Template Setup

This feature enables you to uniquely identify checklist templates based on the code.

Steps to Enable

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

Key Resources

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

Chapter Checklists and Journeys in the Implementing Global Human Resources guide

Role And Privileges

You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.

Document Records

Configurable Business Title Switcher in Document Records

You can easily identify the required assignment in document records by configuring additional assignment attributes to display in the Business Title LoV switcher.

Business Title LoV Switcher on the Document Details Section

Users working with multiple assignments can accurately identify the assignment that they want to work with.

Steps to Enable

For information on steps to enable the Business Title LoV, refer to the following feature in this 22C Whats New:

• Configurable Business Title Switcher in Responsive Pages

NOTE: If you enable this feature, then the new Business Title LoV will replace the existing Business Title switcher in the Document Record page. If you have personalized the Business Title LoV using Page Composer, you need to redo the personalization.

Key Resources

For more information, refer to these resources:

• Chapter Document Records in the Using Global Human Resources and Implementing Global Human Resources guides on the Oracle Help Center.

• Configurable Business Title Switcher in Responsive Pages feature in the 22C Global Human Resources What's New.

• Classify Document Types as Person-Based or Assignment-Based feature in the 21A Global Human Resources What's New.

Deep Link to Mass Download Document Records

You can now use the new deep link MASS_DOWNLOAD_DOCUMENT_RECORDS,NONE to easily and quickly access the page to mass download document records.

Users will have a seamless experience without the need to use additional clicks to reach the Mass Download of Document records page.

Steps to Enable

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

Key Resources

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

• Chapter Document Records in the Implementing Global Human Resources guide

• Chapter Document Records in the Using Global Human Resources guide

• Mass Download Document Records > Chapter Document Records in the Using Global Human Resources guide.

Enhanced Mass Download of Document Records Page

We have enhanced the Mass Download of Document Records page with the addition of these features:

• Display only those document types of the selected person for which the logged in user has access. Alternatively, if no person is selected, display all document types for which the logged in user has access based on the logged in user's roles.

• Display a progress bar on the page for each process that’s yet to complete.

• Auto refresh of the page every 30 seconds to display the progress of the submitted process.

Progress Bar Indicating Progress of Submitted Process

Users will have a streamlined experience when they mass download document records.

Steps to Enable

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

Key Resources

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

• Chapter Document Records in the Using Global Human Resources guide

• Chapter Document Records in the Implementing Global Human Resources guide

• Mass Download Document Records > Chapter Document Records in the Using Global Human Resources guide.

Role And Privileges

This table shows the aggregate privilege that supports this feature and the predefined roles that inherit them.

Aggregate Privilege Name and Code	Job Role Name
Mass Download Document Records ORA_PER_MASS_DOWNLOAD_DOCUMENT_RECORDS	Human Resource Specialist Human Resource Analyst

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

NOTE: This new aggregate privilege uses the existing View Person Documentation Data privilege. This ensures that the user has consistent access to the same document types for the same persons, across multiple document records pages. The content selected for download will use the existing Manage Person Documentation Data and View Person Documentation Data security privileges based on person and document type security configuration. This means the user can only download document records of persons for whom they have the required manage or view access.

Time Displayed for Document Records Attachments

You can now view the time in addition to the date when a document record attachment was uploaded.

Time Displayed When a Document Record Attachment Was Uploaded

You can accurately identify when the document record attachment was uploaded, especially when there are multiple attachments on the same date.

Steps to Enable

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

Tips And Considerations

• This feature is available on the responsive document records page.

• The upload date and time won’t be displayed in the attachment details uploaded in the Reference Info section.

Key Resources

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

• Chapter Document Records in the Using Global Human Resources guide
• Chapter Document Records in the Implementing Global Human Resources guide

Employment

Configurable Business Title Switcher in Responsive Pages

You can easily identify the appropriate assignment in employment responsive pages by configuring additional assignment attributes to display in the Business Title LoV switcher.

This table shows the fields available for configuration and the fields that are displayed by default.

Field Name	Displayed by Default
Business Title	Yes (Search and Display)
Assignment Number	Yes (Search and Display)
Legal Employer	Yes (Search and Display)
Location	Yes (Search and Display)
Assignment Status	Yes (Display only)
Assignment Type	No
Business Unit	No
Position	No
Job	No
Grade	No
Department	No
Primary	No
Manager Name	No

Business Title Switcher in the Employment Info Page

If you enable this feature, then the new Business Title LoV will replace the existing Business Title switcher in the Employment Info page. If you have personalized the Business Title LoV using Page Composer, you need to redo the personalization.

Behavior of the Business Title LoV

• Displayed on the Employment Info page, only when the selected worker has more than 1 assignment.

• Lists assignments which are in any of these HR Statuses: Active, Suspended, Inactive.

• Lists all assignment types except the Offer assignment.

• Supports assignment-level security and lists only those assignments for the selected worker for which the logged in user has access.

• The attributes in the Business Title LoV are sorted in this order:

  • Active primary (Primary_Flag = Y, Primary_Assignment_Flag = Y)

  • Active primary (Primary_Flag = N, Primary_Assignment_Flag = Y)  Internal order by Assignment Creation Date

  • Active non-primary (Primary_Flag = N, Primary_Assignment_Flag = N)  Internal order by Assignment Creation Date

  • Suspended primary (Primary_Flag = Y, Primary_Assignment_Flag = Y)  Internal order by Assignment Creation Date

  • Suspended primary (Primary_Flag = N, Primary_Assignment_Flag = Y)  Internal order by Assignment Creation Date

  • Suspended non-primary  (Primary_Flag = N, Primary_Assignment_Flag = N) Internal order by Assignment Creation Date

  • Inactive - Internal order by Assignment Creation Date

Users working with multiple assignments can accurately identify the assignment that they want to work with.

Steps to Enable

By default, this profile option is set to N. To enable the profile option to use the REST LoV in the Business Title LoV, set the profile value to Y.

Profile Option Code	Profile Display Name	Default Profile Value
ORA_PER_EMPL_ENABLE_WRK_ASG_REST_LOV	Enable Worker Assignment REST LOV	N

To change the default profile option value and enable the action, follow these steps:

1. Navigate to the Setup and Maintenance work area.

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

3. Search for the ORA_PER_EMPL_ENABLE_WRK_ASG_REST_LOV profile option code and select the profile option in the search results.

4. In the Profile Values area, enter Y in the Profile Value field.

5. Click Save and Close.

NOTE: The ORA_PER_EMPL_ENABLE_WRK_ASG_REST_LOV profile option setting isn't specific to Employment Info. It applies to all HCM products that use the new Business Title LoV.

For information on configuring the Business Title LoV in HCM Experience Design Studio, refer to this resource:

• Lists of Values Configuration feature in 21D Global Human Resources What's New.

Tips And Considerations

• If you enable the Primary attribute, then it will display values of true or false. These values will display only in the English language and not in the language set in the user preferences.

• The Assignment Type field was delivered in the patch bundle R13.2207-PB20220819-HCM. So, if cohort A or cohort B customers want to use this feature in release 22C, they need to request the patch bundle.

Note: Cohort C customers will receive this feature automatically.

Key Resources

For more information, refer to these resources: 

Oracle Help Center:

• Business Title Defaulting for Assignment in Employment Flows > Chapter Employment Information in the Using Global Human Resources guide.

22C What's New documentation for the following features:

Global Human Resources What's New:

• Configure Business Title Switcher in Document Records

Talent Management What's New:

• Configurable Business Title List of Values in Goal Management
• Configurable Business Title Switcher in Talent Manager Overview Pages

Role And Privileges

This table shows the aggregate and function privileges that support this feature and the predefined roles that inherit them.

Privilege Name and Code	Job Role Name	Comments
Use REST Service - Worker Assignments List of Values ORA_PER_REST_SERVICE_ACCESS_WORKER_ASSIGNMENTS_LOV	Employee Contingent Worker Line Manager Human Resource Analyst Human Resource Specialist Benefits Manager Benefits Specialist	This aggregate privilege is required to access the Business Title LoV.
Enable Worker Searches Using Effective Dates PER_ENABLE_WORKER_SEARCHES_USING_EFFECTIVE_DATES_PRIV	Line Manager Human Resource Specialist	This function privilege is required to use the Business Title LoV when you perform search by using an effective date that's different from the system date. For example, if you search using a specific date in advanced search or you need to see an effective-dated list of workers. Note: This privilege doesn't give access to advanced search.

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

Consolidated View for Assignment and Salary Changes on Employment Info Page

We have enhanced the Employment Info page by now displaying the salary changes along with assignment changes in the Employment History and Future Actions sections. Also, the Actions drop-down is enhanced to display the Change Salary and Individual Compensation quick actions for users who have the necessary security privileges to perform these actions.

Salary Change Displayed Along with Assignment Change in Employment History and Only Salary Change Displayed in Future Actions

New sections have been added to the Employment Info page as part of the enhancement. These new sections will be displayed instead of the old sections when you enable the feature. This table lists the old and new sections:

Existing Section in HCM Experience Design Studio	New Section in HCM Experience Design Studio
Employment History	Employment History Version 2
Future Actions	Future Actions Version 2

NOTE: If you have created any rules for the old sections using HCM Experience Design Studio, you need to re-create the rules for the new sections as well.

Optimize time and avoid multiple navigations by viewing salary and assignment changes across employment transactions in one place.

Steps to Enable

By default, this profile option is set to No. To enable the feature, you must set the profile option to Yes.

Profile Option Code	Profile Display Name	Default Profile Value
ORA_PER_EMPL_COMBINED_CORRECTION_DELETION	Combined Correction and Deletion Enabled for Employment Records	No

To change the default profile option value and enable the feature, follow these steps:

1. Navigate to the Setup and Maintenance work area.

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

3. Search for the ORA_PER_EMPL_COMBINED_CORRECTION_DELETION profile option code and select the profile option in the search results.

4. In the Profile Values area, enter Yes in the Profile Value field.

5. Click Save and Close.

Tips And Considerations

• If you completed an assignment change transaction without the salary change, then the salary value won’t be displayed along with the assignment record.

• The salary records that are created along with assignment changes in employment pages will have the same action occurrence details as the assignment. Only the salary records having the same action occurrence ID as the assignment will be displayed along with the assignment record.

• The salary changes that were done outside the employment actions, such as the Change Salary, Salary History, HCM Data Loader, and REST API will also be displayed on the Employment Info page. However, the salary changes will be displayed as a separate record even if they were made on the same date as the assignment changes. This is because the salary change will have a different action occurrence ID than the assignment change.

Key Resources

For more information, refer to these resources:

• How Action Components Work Together > Chapter Employment in the Implementing Global Human Resources guide.

• Product Paper: Employment - Action Framework on Cloud Customer Connect.

• Combined Correction and Deletion for Assignment, Salary, and Document Records on Employment Details Page feature in 22C Global Human Resources What's New.

Role And Privileges

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

Aggregate Privilege Name and Code	Job Role Name	Comments
View Worker Assignment History Details ORA_PER_VIEW_WORKER_ASSIGNMENT_HISTORY_DETAILS	Employee Line Manager Human Resource Analyst Human Resource Specialist	This privilege is required to view the Employment History section.
View Future Assignment Changes ORA_PER_VIEW_FUTURE_ASSIGNMENT_CHANGES	Human Resource Analyst Human Resource Specialist	This privilege is required to view the Future Actions section.
View Compensation Details for Worker ORA_CMP_PORTRAIT_COMPENSATION_DUTY	Employee Line Manager Human Resource Analyst Human Resource Specialist	This privilege is required to view the salary information in the Employment History section.
View Future Salary Changes ORA_CMP_VIEW_FUTURE_SALARY_CHANGES	Compensation Manager Compensation Specialist Human Resource Specialist	This privilege is required to view the salary information in the Future Actions section.

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

Combined Correction and Deletion for Assignment, Salary, and Document Records on View Employment Details Page

You can now correct and view assignment updates by using a new compact guided process and read-only page instead of the existing employment details page. When you enable the feature, the application will navigate to the new pages instead of the employment details page. You can use the new pages to correct or delete assignments along with its associated salary changes and document records.

You can navigate to the view employment details page by clicking the action link in the Employment History or Future Actions section.

Employment Info Page Where You Click the Action to Navigate to the View Employment Details Page

View Employment Details

Delete or View Changes in View Employment Details Page

If you enable this feature, then the existing employment details page will be replaced with the view employment details page.

NOTE: If you have configured any rules for the employment details page using HCM Experience Design Studio, you need to re-configure the rules for the newly created pages.

This table shows the existing and new pages available in HCM Experience Design Studio:

Existing Page	New Pages
Employment Details	View Employment Details Correct Employment Details

When you click Delete from the view employment details page, the related salary change and document records (records having the same action occurrence ID) will be deleted along with the date effective assignment record. If there are future salary updates and the user deletes the assignment transaction, then only the assignment records will be deleted. The salary record will be retained by the application.

NOTE: To enable the deletion of document records along with the updated assignment, you need to enable an additional profile option.

When you click Correct from the view employment details page, the correct employment details compact guided process is displayed.

Behavior of Summary of Salary Changes and Salary Sections

• The sections are displayed in these scenarios:

  • The original transaction includes salary changes.

  • You have the required data security access to view salary.

• When there are more than one assignment changes on the same day, the assignment attributes, such as Grade displayed in the section will show the latest assignment change of the day. Similarly, the latest assignment details will be used for calculations, such as differentials, salary ranges, or rate-based salary computations.

• The Summary of Salary Changes section will display the changed attribute values by default. You can also see all attribute values (changed or unchanged) by selecting the Show All check box.

Default View Showing Only Changed Attribute Values

Shows all Attribute Values when Show All is Selected

When You Select a Standalone Salary Action in Employment History or Future Actions Section of Employment Info Page

• When you select an action that only includes salary change (for example, a transaction performed using Change Salary, Salary HCM Data Loader, Salary HCM Spreadsheet Data Loader, or Salary REST API), the view employment details page will display only the salary related details and it won’t have the assignment related sections.

• The Edit button will be visible in the view employment details page instead of the Correct and Delete buttons.

• When you click the Edit button, the application will start the Change Salary compact guided process. It will allow you to make changes to the salary including deletion.

• The module identifier for changes or deletions will be SalaryAdmin. So, the approval rules defined for the SalaryAdmin module identifier or Administer Salary process will be used for approval routing.

View Employment Details Page for Only Salary Change

Behavior of Document Records Section

• The Document Records section isn't displayed if the original transaction didn't include document records.

• The Document Records section will display only those document records for which you have data security access.

By default, the Document Records section shows the basic document record details. You can expand each record to view more details.

Click Icon to View More Details

Expanded View Showing More Document Details

Correct Employment Details

When you click the Correct button in the view employment details page, a new compact guided process will start. A questionnaire page is displayed where you can select the sections you want to correct.

The sections available for selection are based on your HCM Experience Design Studio configuration for this page. It’s not based on the selected sections when the original transaction was submitted.

Questionnaire Page

Correcting Employment Details

These conditions apply when you correct an assignment update:

• You can’t change the effective date of the employment transaction during correction.

• You can’t make salary changes for an inactive assignment.

• When you visit the Salary section or make a salary change, the details in the When and Why section, such as action, action reason, and action occurrence identifier values of the salary will become the same as the assignment.

• Salary and document records details can be viewed or edited only when you have the required data security access.

• The data in the Salary and Document Records sections will be read-only when there is a Change Salary, Salary History, or Document Record pending approval.

• The publish date can't be modified for existing document records. New document records added as part of the correction will inherit the publish date as the transaction effective date can't be edited.

• After you correct and click Submit, you will be directed to the Employment Info page.

A new approval rule Correct Employment Details has been created for this.

Approval Rule for Correcting Employment Details

Optimize time and avoid multiple navigations by correcting or deleting assignment, salary, and document records changes across employment transactions in one place.

Steps to Enable

By default, these profile options are set to No. To enable the feature, you must set the profile option to Yes.

Profile Option Code	Profile Display Name	Default Profile Value
ORA_PER_EMPL_COMBINED_CORRECTION_DELETION	Combined Correction and Deletion Enabled for Employment Records	No
ORA_PER_DOR_DELETE_ON_DELETE_ASG_DATE_EFFECTIVE_CHG	Delete All Document Records Associated with the Deleted Assignment Record	No

To change the default profile option value, follow these steps:

1. Navigate to the Setup and Maintenance work area.

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

3. Search for the profile option code and select the profile option in the search results.

4. In the Profile Values area, enter Yes in the Profile Value field.

5. Click Save and Close.

Tips And Considerations

• You can correct and delete changes in the view employment details page only if assignment changes exist.

• The Additional Assignment Info section will be displayed only if the additional assignment record exists as of the transaction date.

Key Resources

For more information, refer to these resources:

• Consolidated View for Assignment and Salary Changes on Employment Info Page feature in the 22C Global Human Resources What's New.

• View and Manage Your Employment Information > Chapter Employment Information in the Using Global Human Resources guide.

Role And Privileges

This table shows the aggregate privilege that supports this feature and the predefined roles that inherit them.

Aggregate Privilege Name and Code	Job Role Name	Comments
Correct Worker Assignment PER_CORRECT_WORKER_ASSIGNMENT	Human Resource Specialist	This privilege determines if the user has access to correct the assignment change. The Correct button in the view employment details page is secured by this privilege.
Delete Worker Date Effective Assignment PER_DELETE_WORKER_DE_ASSIGNMENT	Human Resource Specialist	This privilege determines if the user has access to delete the effective dated assignment change. The Delete button in the view employment details page is secured by this privilege.
View Future Salary Changes ORA_CMP_VIEW_FUTURE_SALARY_CHANGES	Compensation Manager Compensation Specialist Human Resource Specialist	This privilege is required to view the future salary in the following sections of the view employment details page: Summary of Salary Changes Salary
Correct Worker Salary ORA_CMP_CORRECT_WORKER_SALARY	Compensation Manager Compensation Specialist Human Resource Specialist	This privilege determines if the user has access to correct the effective dated salary change. The Edit button which is visible in the view employment details page for salary-only changes is secured by this privilege.
Enter Salary Details CMP_ENTER_SALARY_DETAILS	Compensation Manager Compensation Specialist Human Resource Specialist	This privilege determines if the user has access to enter or correct the existing salary data in the correct employment details page.
Delete Worker Latest Salary ORA_CMP_DELETE_WORKER_LATEST_SALARY	Compensation Manager Compensation Specialist Human Resource Specialist	This privilege determines if the user has access to delete the latest salary. The Delete button which is visible in the view employment details page for salary-only changes is secured by this privilege.
View Person Documentation PER_VIEW_PERSON_DOCUMENTATION	Human Resource Analyst	This privilege determines if the user has access to view the document records in the view employment details page.
Manage Person Documentation by Manager ORA_PER_MANAGE_PERSON_DOCUMENTATION_BY_MANAGER	Line Manager	This privilege determines if the user has access to view the document records in the view employment details page. Additionally, this privilege also controls if the user has access to manage document records in the correct employment details page.
Manage Person Documentation ORA_PER_DOCUMENT_MANAGEMENT_DUTY	Benefits Administrator Human Resource Specialist	This privilege determines if the user has access to view the document records in the view employment details page. Additionally, this privilege also controls if the user has access to manage document records in the correct employment details page.
View Compensation Details for Worker ORA_CMP_PORTRAIT_COMPENSATION_DUTY	Employee Line Manager Human Resource Analyst Human Resource Specialist	This privilege is required to view the following sections in the view employment details page: Summary of Salary Changes Salary

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

Filter Managers Using Parent Position Hierarchy in Responsive Employment Pages

We have enhanced the Manager list of values (LoV) to only display the incumbents of the parent position when there are multiple incumbents for the parent position.

This enhancement applies to responsive employment pages only when the legal employer or enterprise is set up to use position hierarchy and the line manager is configured to be synchronized based on the position hierarchy. The LoV is modified in the Managers region of these responsive employment pages:

• Add Assignment

• Add Contingent Worker

• Add Non Worker

• Add Pending Worker

• Change Assignment

• Change Manager

• Convert Pending Worker

• Correct Employment Details

• Create Work Relationship

• Edit Pending Worker

• Employment Details

• Hire an Employee

• Local and Global Transfer (Permanent Global Transfer)

• Local and Global Transfer (Temporary Global Transfer)

• Local and Global Transfer (Transfer)

• Promote

• Transfer

Incumbents of the Parent Position

Manager LoV Showing Only Incumbents of the Parent Position

Behavior of Manager LoV

• If there are no incumbents for the parent position, then the Manager LoV will display all the workers.

• If there is only one incumbent in the parent position, then the incumbent is defaulted and the Manager LoV is non-editable.

• If there are multiple incumbents in the parent position, these conditions apply:

  • The manager will be defaulted according to the setting of the ORA_PER_POS_INCUMBENT_TENURE_ASG_SUP profile option.

  • You can edit the Manager LoV. However, when you search the LoV, the search results will only show the incumbents from the parent position, and those will be default search values.

  • You can’t select any other person who is not an incumbent of the parent position.

• If the parent position is vacant, these conditions apply:

  • The application searches the position hierarchy until it finds a position with at least 1 incumbent.

  • If it’s just 1 incumbent, then that person is populated as the manager and the field becomes read-only.

  • If the delegate position field is populated on the vacant parent position, then the application doesn’t search the normal position hierarchy to find the next higher position with an incumbent. Instead, the application will use the delegate position to find the managers to populate.

Users can quickly perform their employment transactions by selecting only valid managers from the pre-filtered list in the Managers LoV.

Steps to Enable

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

Tips And Considerations

• If the ORA_PER_POS_INCUMBENT_TENURE_ASG_SUP profile option is set to the default Longest tenure in Assignment (LTA) value, then the Managers LoV will show both Active and Suspended assignments of the incumbents. For all other profile option values, the LoV will only show Active assignments of the incumbents.

• This enhancement will work in both database (DB) and Oracle Search version of the Worker LoV.

NOTE: You won’t see some columns in the DB version of the Worker LOV (for example, Assignment Status).

Key Resources

For more information, refer to these resources:

• Considerations for Using Position or Position Hierarchy for Synchronizing Assignment Manager > Chapter Jobs and Positions in the Using Global Human Resources guide.

• Employment Profile Options > Chapter Employment in the Implementing Global Human Resources guide.

Check Time Cards While Cancelling a Work Relationship

We have enhanced the Cancel Work Relationship process by providing an additional check. The application now checks if a time card exists for any assignments in the work relationship, and if yes, stops the cancel process and displays an error message.

Error Message Displayed if Time Card Exists for Assignment in Work Relationship

Prevent the time card from becoming orphaned by not allowing the associated work relationship to be cancelled.

Steps to Enable

By default, this profile option is set to N. If you don't want the application to prevent cancellation of the work relationship when a time card exists, set the profile value to Y.

Profile Option Code	Profile Display Name	Default Profile Value
ORA_PER_EMPL_DISABLE_TIME_CARD_CHK_CANCEL_WR	Time Card Check Disabled for Cancel Work Relationship and Delete Assignment	N

To change the default profile option value and enable the feature, follow these steps:

1. Navigate to the Setup and Maintenance work area.

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

3. Search for the ORA_PER_EMPL_DISABLE_TIME_CARD_CHK_CANCEL_WR profile option code and select the profile option in the search results.

4. In the Profile Values area, enter Y in the Profile Value field.

5. Click Save and Close.

NOTE: The time card check is currently not performed when you delete an assignment, and will be delivered in a future release.

Key Resources

For more information, refer to this resource:

• Cancel Work Relationships > Chapter Employment Information in the Using Global Human Resources guide.

Personalize Visibility of Termination Info Section on Responsive V3 Termination Pages

You can now personalize the visibility of the Termination Info section on responsive version 3 (V3) Termination pages by using HCM Experience Design Studio. Earlier to Update 22C, the section was always visible on Termination pages and you had no option to hide the field. The section is still visible by default in Update 22C, but you can now hide the section if required using HCM Experience Design Studio.

Disable Termination Info Section Using HCM Experience Design Studio

Users have the flexibility to hide the Termination Info section from Termination pages like any other section.

Steps to Enable

The Termination Info section is displayed out-of-the-box. To disable this section in the responsive V3 Termination page, you must use HCM Experience Design Studio. These are the steps to disable the section in the Terminate Employment page:

1. Sign in as an administrator user who has the access to create and manage sandboxes.

2. Activate a sandbox where you can create a rule in the Transaction Design Studio.

Note: You need to enable the HCM Experience Design Studio and Page Composer options for the sandbox and also enable page-level configuration at the Site level.

3. On the application Home page, click My Client Groups > HCM Experience Design Studio.

4. Select the Transaction Design Studio tab.

5. Select Terminate Employment from the Action drop-down list.

6. Click Add to add a new rule.

7. Enter a name and description for the rule in the Basic Details section.

8. In the Show or Hide Regions section, select Not required and Not visible for the Termination Info section.

9. Click Save and Close, and then click Done.

10. The Termination Info section will be disabled in the Terminate Employment page.

Key Resources

For more information, refer to these resources:

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

• HCM Experience Design Studio > Chapter Responsive User Experience Setup in the Implementing Global Human Resources guide.

Role And Privileges

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

Journeys

Journey Level Actions Available Only From the Drill-Down Page

Starting 22C, journey level actions such as Add to My Journeys and Assign to Others that earlier used to display on the journey card are now available only in the journey drill-down page. From the Explore tab you can drill-down, view the journey and task details, and assign it to yourself or others.

No Actions in the Journey Card on the Explore Tab

Actions Available in the Journey Drill-Down Page

This feature improves chances of assigning the appropriate journey to others or to yourself after viewing the tasks in the journey.

Steps to Enable

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

Key Resources

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

Chapter Checklists and Journeys in the Using Global Human Resources guide   

Chapter Checklists and Journeys in the Implementing Global Human Resources guide

Upload Image For Journey Background and Thumbnail

You can now add an image to a journey by uploading an image file directly instead of providing an image URL. You can add a new image, update and delete an existing image. The image you upload appears in the thumbnail of the journey on the Explore and My Journeys tab and as the background header when you drill-down into the journey.

You can upload an image in the following ways:

1. When you create a checklist or journey template, you can upload the background image in the Message tab. After you upload the image, you can adjust the image for the preferred dimension and save the image. 

Upload the Background Image in the Message Tab

Background Image URL and Thumbnail Image URL is Disabled

2. When you create an ad hoc journey, create a journey from an existing template, or edit a journey in the Journeys app. You can click Add to browse and upload the image. After upload, you can adjust the size and preview before saving the image.

 

Add the Background Image

Rotate and Adjust the Image 

Image Displays in the Thumbnail of the Journey Card

Image Displays in the Background of the Journey Header

With this feature you no longer need to host the images on a portal which is accessible to your internal and external journey users. The images are now part of the journey configuration and accessible to all journey users.

Steps to Enable

To upload the background image during journey setup:

1. Click the Message tab.
2. In the Upload Background Image field, click Upload and browse for the image. Then, adjust the image till you achieve the desired dimension.
3. Preview the image and click Save.

Tips And Considerations

• Images you upload are stored in Universal Content Management (UCM) as attachments.

• The default size of the image cropper is 16*9.

• There's no cropping for images in GIF format.

• The assistive information text displayed during the image upload is tentative. Although it recommends a file size of 2MB, there's no validation for this. If the file size is big, it may result in performance issues.

• When you upload an image on the Message tab, the Background Image URL and Thumbnail Image URL fields are disabled and not available for editing.

• If the Background URL and Thumbnail URL is already specified in Checklist Templates > Message tab, and you add an image, then the image takes precedence.

• To update the background image after you allocate a journey, you need to update the image in the journey template setup page and use the Update Assigned Journey Attributes Based on Modified Journey Template process.

• Export and import of images isn’t supported as part of the export and import of checklists.

Key Resources

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

• Chapter Checklists and Journeys in the Using Global Human Resources guide
• Chapter Checklists and Journeys in the Implementing Global Human Resources guide

Role And Privileges

You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.

Additional Quick Actions Supported for Contextual Journeys

In continuation of the Contextual Journeys to Orchestrate Business Processes feature introduced in 22B, you can now use additional quick actions that are available when configuring contextual journeys that need to be performed by different performers before a HR transaction.

Based on the contextual journey setup, when you initiate a specific HR quick action from either Me, My Team, or My Client Groups, a single contextual journey or a list of eligible contextual journeys displays. You can then start the relevant contextual journey.

This feature enables you to orchestrate the different activities that need to be done as part of a business process.

Steps to Enable

You need to enable contextual journeys using the new ORA_PER_CONTEXTUAL_JOURNEYS_ENABLED profile option. Set the profile option value to Y.

Profile Option Code	Description	Default Value
ORA_PER_CONTEXTUAL_ JOURNEYS_ENABLED Enable Contextual Journeys	Enable contextual journeys user interface.	N

To change the default profile option value follow these steps:

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

Tips And Considerations

• You can configure Contextual journeys only from the Checklist Templates setup page.

• You can't change the category of an existing journey to Contextual Journey. Instead, define a new contextual journey.

• The attributes available for configuring a contextual journey are different than the regular journey setup. For example, you can’t configure an eligibility profile at the checklist or task level for contextual journeys.

• The attributes in the Configure Criteria section will vary for each contextual action.

• The DocuSign, I-9, and OPA task types aren’t supported in contextual journeys.

• The processing mode for contextual journeys is set to Alerts based notifications by default and BI Publisher notifications aren’t supported.

• Continue Without Journey button on the Contextual Journey Gallery page is controlled using a security privilege. See the Role section.

• Contextual journeys won't be displayed in the Explore, My Journeys, and Assigned Journeys tabs.

• The My Tasks tab in Journeys displays tasks from contextual journeys.

• The Create Journey button in the Explore tab doesn't support creation of contextual journeys.

• Only a limited set of quick actions are currently supported for configuring contextual journeys.

• It’s recommended to configure a task with the required Application Task (quick action) as a task in your journey template so that the user can perform the necessary transaction as part of the contextual journey.

• The application task configured within the contextual journey is always launched in the context of the primary assignment. This is true even if a non-primary assignment is selected for the quick action which triggers the contextual journey.

Key Resources

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

• Chapter Checklists and Journeys in the Using Global Human Resources guide

• Chapter Checklists and Journeys in the Implementing Global Human Resources guide

For more information on contextual journeys, see Contextual and Guided Journeys (Document ID 2849296.1) on My Oracle Support.

Role And Privileges

You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.

Additional TDS Actions Supported for Guided Journeys

In continuation of the Guided Journeys to Assist Complex HCM Flows feature introduced in Update 22B, you can now configure guided journey tasks to display at the page header or section header level for additional supported Transaction Design Studio (TDS) actions using TDS rules.

This feature provides guidance to users in the context of the transactions they perform based on their role.

Steps to Enable

To view guided journeys, set the profile option ORA_PER_GUIDED_JOURNEYS_ENABLED to Y. 

Profile Option Code	Description	Default Value
ORA_PER_GUIDED_ JOURNEYS_ENABLED Enable Guided Journeys	Enable the user interface for guided journeys.	N

To change the default profile option value follow these steps:

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

Tips And Considerations

Points to note on TDS actions added in the areas of My Team Compensation, Family and Emergency Contacts, and Personal Details:

TDS Action	Comments
My Team Compensation	Page level and section level guided journey supported.
Family and Emergency Contacts	Page level guided journey will apply to these pages: Create New Contact    Select Coworker to Create Contact     Edit Contact There’s no support for section level guided journey tasks on these pages.
Personal Details	Section level guided journey tasks for Disability Info will apply to these pages:  Create Disability Info for Self-Service     Edit Disability Info for Self-Service   Create Disability Info for Professional User  Edit Disability Info for Professional User There’s no support for page level guided journey tasks on these pages.

• Guided journeys can be configured only from the Checklist Templates setup page.

• You can't change the category of an existing journey to Guided Journey. Instead, define a new guided journey.

• The Create Journey button in Explore tab on Journeys doesn't support creation of guided journeys.

• Guided journeys are supported only in ADF pages and not on VBCS pages.

• Supported task types in a guided journey are Analytics, Document, Embedded Learning, External URL, Manual Task, Questionnaire, Report, and Video.

• The attributes available for configuring a guided journey are different than the regular journey setup.

• A new subscriber code is available for Guided Journeys in Questionnaires to store the responses provided. 

• You can configure the rule in TDS even if the guided journey profile option is set to N.

• Guided journeys won't be displayed in the Explore, My Journeys, My Tasks, and Assigned Journeys tabs.

• It's recommended to use only one guided journey per TDS action.

• A recommended best practice when creating multiple guided journeys and adding in TDS is to follow a naming convention to help identify the guided journey. Something like this: actionName_ruleConfigParams_pageLevel or actionName_ruleConfigParams_sectionName. For example, Transfer_Employee_Page or Transfer_USManager_AssignmentDetails.

Key Resources

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

• Chapter Checklists and Journeys in the Using Global Human Resources guide

• Chapter Checklists and Journeys in the Implementing Global Human Resources guide

For more information on guided journeys, see Contextual and Guided Journeys (Document ID 2849296.1) on My Oracle Support.

• Use Transaction Design Studio to Configure Field Displays, Chapter Responsive User Experience Setup in the Implementing Global Human Resources guide
• Transaction Design Studio -What It Is and How It Works (Document ID 2504404.1)

Role And Privileges

• You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.
• You must be granted the Access HCM Common Components function privilege to view guided journeys on the transaction pages.

Display Properties for Journey Initiator

You can now configure the journey display properties for the journey initiator in the Initiator column available in the Display Settings tab of a checklist template. 

Hide Edit Journey and Delete Journey for the Initiator in Checklist Template Setup

Hide Edit Journey and Delete Journey for the Initiator in an Assigned Journey

Edit Journey and Delete Journey Hidden in Actions 

Using this feature you can now restrict certain journey-level actions for the journey initiator when they self-assign a journey.

Steps to Enable

When configuring a journey template:

1. Navigate to Checklist Templates > specific template > Display Settings tab.
2. Change the display setting values in the Initiator column.
3. Click Save and Close.

In an assigned journey:

1. Click Actions > Edit Journey.
2. In the Journey display settings section, specify the values for Initiator.

Tips And Considerations

• The initiator display properties can be updated on the Allocate Checklists page and the Assigned Journeys page.
• The initiator display settings can be modified in the Edit Journey flow of an assigned journey in the Journey display settings section.
• Display property set for initiator takes highest precedence, in case there are different properties set for the Assignee, Line Manager, and Other User.
• All display property values for the Initiator are the same as that of Other User except for the Order Tasks by Sequence property where the default value is Yes for the Initiator.

Key Resources

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

• Chapter Checklists and Journeys in the Using Global Human Resources guide

• Chapter Checklists and Journeys in the Implementing Global Human Resources guide

Role And Privileges

You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.

Enhanced Process to Synchronize Journey Configuration Changes to Assigned Journeys and Tasks

In continuation of the Update Assigned Journey and Task Attributes Based on Modified Journey Template feature introduced in 22B, you can now leverage the enhanced process to synchronize the changes you make at the journey template or task setup level to assigned journeys or tasks that are in progress.

You can use the Configurations tab on the Checklist Templates page to add a configuration and select some or all of the attributes for synchronization. You can then select this configuration in the ESS Process Dialog Details page when you run the Update Assigned Journey Attributes Based on Modified Journey Template process. This ensures that only those attributes you have enabled in the selected configuration are updated by the ESS process.

Configurations Tab in the Checklist Templates Setup Page

Add a Configuration 

Enable the Configuration and the Attributes for Synchronization

ESS Process Includes the Configuration Parameter 

This features provides granular control over attributes that you want to synchronize from the checklist template to assigned journeys and tasks.

Steps to Enable

To create a configuration on the Checklist Templates page, follow these steps:

1. Click Configurations and then click Add.
2. Specify Name. Select Checklist Synchronization as the type.
3. Specify the attributes that you need to synchronize.
4. Select Enable all if you want to synchronize all attributes.
5. Click Save and Close.

To add this configuration to the Update Assigned Journey and Task Attributes Based on Modified Journey Template process:

1. On the home page, click Scheduled Processes, then click Schedule New Process.
2. Search and select the Update Assigned Journey and Task Attributes Based on Modified Journey Template process.
3. In the Process Details dialog box, specify the checklist, task, and person details and select the Configuration previously created in Checklist Templates.
4. Click Submit.

Tips And Considerations

• This feature isn’t supported for these task types - Basic eSign, Embedded Learning, I9, Process Automation, Document, Questionnaire, and Configurable Form.
• Task related changes won’t be synced in these scenarios:
  • If you change the task type, for example, from Manual to Video, then the changes won't be synced to an already assigned task.
  • If you change the configuration of an existing Questionnaire and Configurable Form task, the change won’t be synced to an already assigned task.
  • If you change the preceding task configured in a checklist, the change won't be synced.
  • If you choose to sync a specific task and that task doesn’t exist in the selected checklist, the process will stop.
• The sync process won’t allocate a new task added to a template or delete an allocated task that is deleted from a checklist template.
• Allocating a new task or removing of tasks can be done using the user interface, HDL, or REST API.
• You can use the log files to validate the sync process.

Key Resources

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

• Process to Update Assigned Checklist and Journey Attributes >  Chapter Checklists and Journeys in the Implementing Global Human Resources guide.

• Chapter Checklists and Journeys in the Using Global Human Resources guide

Role And Privileges

• You must be granted the Manage HR Checklist Template function privilege to work on checklist templates.
• Users must be granted the Run Global HR Processes function privilege to run the Update Assigned Journey Attributes Based on Modified Journey Template process manually.

Work Information Details in Assigned Journeys for Pending Workers

You can now view employment related details for a pending worker in the Work info section of an assigned journey. The employment details are obtained from the active primary assignment of the active primary work relationship. If an active primary assignment within an active primary work relationship isn’t found, details from the most recently added active assignment is displayed.

Work Info Displayed in a Pending Worker's Assigned Journey

This feature enables you to view employment details for a pending worker in an assigned journey.

Steps to Enable

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

Key Resources

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

• Chapter Checklists and Journeys in the Using Global Human Resources guide
• Chapter Checklists and Journeys in the Implementing Global Human Resources guide

Person

Areas of Responsibility Reporting

Human Resource Analysts can now use a new OTBI subject area for reporting area of responsibility (AOR) relationships between representatives and the people they support. 

A new scheduled process, Refresh Representative Data, must be run daily to populate the reporting table and keep the data current and up-to-date. This process evaluates representatives by matching active worker assignments with current, active defined responsibilities. This process stores representatives against a person's assignment effective as of today.

The Refresh Representative Data process can be scheduled to run on a daily or on need basis. Based on the active, current data from areas of responsibility (AOR) tables, Refresh Representative Data recreates relationships between representatives and the people within their span of control as of the day you run this process. The data is then restructured into an OTBI-reportable format. Human Resource Analysts can use the OTBI Area of Responsibility subject area to query data, or use within your existing reports. Out-of-the-box, you also have the option of transforming all active AORs, or you can also run Refresh Representative Data for a single person.

How You Run the ESS Process

Use these steps to run the Refresh Representative Data process.

1. On the home page, navigate to Tools > Scheduled Processes.
2. Click Schedule New Process.
3. Search and select the Refresh Representative Data process,
4. Click Ok.
5. Search and select the name for whom you want to run the process.
6. Click Submit.

This feature helps in keeping your AOR reporting data accurate and up-to-date.

Steps to Enable

Though the Refresh Representative Data process is set to run for a maximum of 10 times per day, you can override this set limit by creating a profile option with the code AOR_MAX_EXECUTION_COUNT_FOR_REFRESH_REP_JOB and set the value to the required execution count.

Use these steps to create and set the profile option.

1. On the Home page, navigate to Setup and Maintenance work area.
2. Search and select the Manage Profile Options task.
3. In the Search Results: Profile Options section, click the New icon.
4. On the Create Profile Option page, enter these details

Field	Value
Profile Option Code	AOR_MAX_EXECUTION_COUNT_FOR_REFRESH_REP_JOB
Profile Option Display Name	Maximum Execution Count for Refresh Representative Data Process
Application	Global Human Resources
Module	Global Human Resources
Description	Maximum execution count for Refresh Representative Data process.
Start Date	1/1/00

5. Click Save and Close.
6. Navigate to Setup and Maintenance > Search.
7. Search and select the Manage Administrator Profile Values task.
8. Enter AOR_MAX_EXECUTION_COUNT_FOR_REFRESH_REP_JOB as the profile option code.
9. Click Search.
10. In the AOR_MAX_EXECUTION_COUNT_FOR_REFRESH_REP_JOB: Profile Values section, set the Site profile value to the required execution count
11. Click Save and Close.

To improve performance of the Refresh Representative Data process, you need to create a profile option with the code AOR_PARALLEL_FOR_PERSON_IN_REFRESH_REP_JOB and set it to Yes.

Use the same steps listed above with the following details in step 4.

Field	Value
Profile Option Code	AOR_PARALLEL_FOR_PERSON_IN_REFRESH_REP_JOB
Profile Option Display Name	Enable Parallel Thread for Person in Refresh Representative Data Process
Application	Global Human Resources
Module	Global Human Resources
Description	Enable parallel threads to run for person in Refresh Representative process for AOR.
Start Date	1/1/00

In step 8, enter AOR_PARALLEL_FOR_PERSON_IN_REFRESH_REP_JOB as the profile option code.

In step 10, in the AOR_PARALLEL_FOR_PERSON_IN_REFRESH_REP_JOB: Profile Values section, set the Site profile value to Yes.

Tips And Considerations

• Out of the box, Refresh Representative Data can be run up to 10 times per day. This limit is set because it can be resource intensive. While this limit is sufficient for most customers, but to override this limit, you need to create a new profile option with this code name: AOR_MAX_EXECUTION_COUNT_FOR_REFRESH_REP_JOB.
• Inactive and end-dated AOR rows are not considered in the OTBI reportable tables.
• These recruitment-related attributes are excluded from reports.
  • Recruiting Type
  • Recruiting Location Hierarchy
  • Recruiting Org Hierarchy
• In case you notice low performance of the Refresh Representative Data process, you can manually create a new profile option with the name: AOR_PARALLEL_FOR_PERSON_IN_REFRESH_REP_JOB and set the value to YES. Most customers may not need to create this profile option; however you only need to enable this profile option if  you face severe performance issues with passing the person name parameter.
• When the Refresh Representative Data job is executed for a single person, it calculates the representatives for the person and employees for whom this person is a representative.
• Areas of responsibilities that are active and effective-as-of-today's date are considered in the OTBI reporting tables.

Key Resources

For additional information, refer to this resource:

• New Subject Area - Areas of Responsibility What's New in the 22C What's New under Transactional Business Intelligence

Role And Privileges

Users having the Human Capital Management Application Administrator role must be granted the Run Global HR Processes (PER_RUN_HR_PROCESSES_PRIV) to run the ESS process.

The Human Resource Analyst role can access the resulting AOR data in OTBI when their role has the Areas of Responsibility Transaction Analysis (ORA_FBI_AREAS_OF_RESPONSIBILITY_TRANSACTION_ANALYSIS_DUTY_HCM) duty role.

Display Address in Public Info and Employee Summary Pages Based on the Selected Format

You can now see the work address based on the selected address style on the Public Info and Employee Summary pages. Earlier, the work address was based on the Postal Address style only. But, now you can base it on the Supplemental Taxation and Reporting Address style too.

This feature improves the user experience with work address display according to their business requirements.

Steps to Enable

You select the address style in the Features by Country or Territory task in the Setup and Maintenance area.

1. Navigate to Home > My Enterprise > Setup and Maintenance.
2. Search and click the Features by Country or Territory task.
3. For the selected country row, select the address style on which you want to base the work location address. Available address styles are Postal Address and Supplemental Taxation and Reporting Address.

Address style for the US

4. Click Save.

Display of the address components is based on the address format defined on the Manage Address Formats page.

1. Navigate to Home > My Enterprise > Setup and Maintenance.
2. Search and click the Manage Address Formats task.
3. Search for the country and select the address format you want to change.

4. Click Edit.
5. On the Format Layout tab, adjust the address components according to your requirements.

6. Click Save and Close.

Tips And Considerations

• Any changes made in the address format will be applicable across all pages that display the work address.
• The Employee Summary tab is hidden out-of-the-box. If you want to display the Employee Summary, you need to enable it in the HCM Experience Design Studio > Person Spotlight page.

Key Resources

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

• Directory > Workforce Records in the Using Global Human Resources guide

Display the Dotted Line Reports in the Public Info and Employee Summary Pages

You can now see the dotted line reports of a person in the Managers and Directs section on the Public Info and Employee Summary pages.

Dotted line report shown in Public Info page

When you hover over the icon you can see the relationship type.

Dotted line report shown in Employee Summary page

Show or Hide Manager Type and Dotted Line Report Icon

Use these steps to show or hide the manager type and the dotted line report icon in the Transaction Design Studio. In this example, we will enable the type and the icon on the Public Info page. As a prerequisite, you must be in a sandbox to work in the HCM Experience Design Studio.

1. Navigate to Home > My Client Groups > HCM Experience Design Studio.
2. Click Transaction Design Studio and select the Public Info action.
3. Click Add.
4. Enter a name and description for the rule.
5. In the Page Attributes section, select these values.

Attribute	Value	Purpose
Managers Relationship Type	Visible	To enable the manager type in the Manager and Directs section of the Public Info page. The manager type is shown under a manager.
Directs Relationship Type	Visible	To enable the dotted line report icon in the Manager and Directs section of the Public Info page. The dotted line icon is shown under a direct report.

 

6. Click Save and Close.

To hide or show the manager type and dotted line report icon on the Employee Summary page, in step 2, select Employee Summary action and in step 5, select the Manager and Directs option in the Page Attributes section.

This feature enhances the user experience with Public Info and Employee Summary pages where you can see all reports of a person.

Steps to Enable

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

Key Resources

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

• Directory > Workforce Records in the Using Global Human Resources guide

Role And Privileges

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

Prepare for Increase to the PER_ADDRESSES_F attribute TOWN_OR_CITY to 60 Characters in 23A

In Update 23A, the field length of the TOWN_OR_CITY attribute in the PER_ADDRESSES_F table will be increased from 30 characters to 60 characters. This is so that the data entered into the TCA Geography data for a Town or City with greater than 30 characters can be saved without error in the PER_ADDRESSES_F table. This change will apply to all addresses saved within HCM, not limited to a person's address, but also the work location address, Health and Safety Incident address, a Candidate address.  Please analyze your integrations that reference this attribute and make any necessary changes so that when the data model change is made in update 23A, it doesn't negatively impact the behavior.

These are some of the instances where this change may have an impact.

• If your BIP report is designed for only 30 characters for Town or City attribute, then you may need to adjust your report layout and extend it to 60 characters.

• If you have a system extract that references the Town or City and the application that receives the output file can't handle 60 characters for the Town or City, you may need to adjust your system extract layout to limit it to your downstream application field size.

• If you're implementing an integration, and using the Town or City attribute in any of the Workers, Public Workers, Locations V2, HCM Contacts, Recruiting Candidates, or Recruiting CE Candidate Details, REST API, you may need to adjust your integration.

• If you're displaying the Town or City attribute in any of your custom application pages, then you may need to adjust the attribute length to fit 60 characters.

This feature will improve the user experience with how addresses are stored in the application.

Steps to Enable

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

Key Resources

For additional information, refer to the following resource on My Oracle Support:

• Fusion Global HR: TOWN_OR_CITY From PER_ADDRESSES_F Table Attribute Size Change Starting with 23A (Doc ID 2870877.1)

Seniority Dates

Assignment Category Attribute Available in HCM Data Loader for V3 Seniority Dates

We have enhanced V3 seniority dates by including the Assignment Category attribute in HCM Data Loader. You can now adjust the assignment category-based seniority while loading V3 seniority dates using HCM Data Loader.

The following example DAT files show the user keys for the Assignment Category attribute when loading V3 seniority dates using HCM Data Loader.

Assignment Level

METADATA|SeniorityDate|SeniorityDateId|SeniorityDateCode|PersonId|PersonNumber|EntryDate|EffectiveStartDate|EffectiveEndDate|BusinessUnitShortCode|ManualAdjustmentDays|ManualAdjustmentComments|AssignmentCategory|AssignmentNumberMERGE|SeniorityDate||AUTO_ASG_CAT_A||955160008203177|2022/02/01|2022/02/01|4712/12/31||20|TEST HDL LOAD|FR|AM_HDL2

Work Relationship Level

METADATA|SeniorityDate|SeniorityDateId|SeniorityDateCode|PersonId|PersonNumber|EntryDate|EffectiveStartDate|EffectiveEndDate|BusinessUnitShortCode|ManualAdjustmentDays|ManualAdjustmentComments|AssignmentCategory|LegalEmployerName|DateStart|WorkerTypeMERGE|SeniorityDate||AUTO_ASG_CAT_WR_NC||955160008194097|2022/02/01|2022/04/01|4712/12/31||-10|Updation using user keys|FR|Vision Corporation|2022/02/01|E

Person Level

METADATA|SeniorityDate|SeniorityDateId|SeniorityDateCode|PersonId|PersonNumber|EntryDate|EffectiveStartDate|EffectiveEndDate|BusinessUnitShortCode|ManualAdjustmentDays|ManualAdjustmentComments|AssignmentCategoryMERGE|SeniorityDate||AUTO_ASG_CAT_P||955160008193922|2022/01/01|2022/01/01|4712/12/31||20|TEST HDL LOAD CORRECT|PR

These user key combinations are supported:

• SeniorityDateCode, EntryDate, PersonNumber

• SeniorityDateCode, EntryDate, PersonNumber, BargainingUnitCode

• SeniorityDateCode, EntryDate, PersonNumber, BusinessUnitShortCode

• SeniorityDateCode, EntryDate, PersonNumber, CollectiveAgreementCode

• SeniorityDateCode, EntryDate, PersonNumber, DepartmentName

• SeniorityDateCode, EntryDate, PersonNumber, GradeCode

• SeniorityDateCode, EntryDate, PersonNumber, GradeStepName

• SeniorityDateCode, EntryDate, PersonNumber, JobCode

• SeniorityDateCode, EntryDate, PersonNumber, LegalEmployerName

• SeniorityDateCode, EntryDate, PersonNumber, LegislationCode

• SeniorityDateCode, EntryDate, PersonNumber, LocationCode

• SeniorityDateCode, EntryDate, PersonNumber, PositionCode

• SeniorityDateCode, EntryDate, PersonNumber, UnionName

• SeniorityDateCode, EntryDate, PersonNumber, AssignmentCategory

Users can adjust the assignment category-based seniority during a mass update of V3 seniority dates using HCM Data Loader.

Steps to Enable

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

Tips And Considerations

• The SeniorityDate object doesn’t support source keys, integration keys, or GUIDs.

• The SeniorityDate and SeniorityHours attributes are decommissioned.

Work Structures

Position Management: Calculate FTE When Updating a Position

The full-time equivalent (FTE) value is the result of multiplying the working hours with the headcount and dividing by the standard working hours. For example, if the working hours are 10 and the standard working hours are 40, then the FTE value is 0.25. Earlier, the FTE value was automatically calculated only when the position was created and not when it was updated or corrected.

Now, you can enable automatic FTE calculation for positions that are updated or corrected using the Enable FTE Calculation in Positions profile option. See the Steps to Enable section on how to enable the profile option.

When you enable this profile option, the Calculate FTE check box is displayed beside the FTE field in the position pages. When this check box is selected and you edit the working hours or the headcount in the position pages, the FTE is automatically calculated and the FTE field is read-only. However, you can override the automatic calculation of FTE by deselecting the Calculate FTE check box on the position pages.

This check box is available in these flows.

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

Calculate FTE is selected by default when a position is created

When a position is updated or corrected this check box is not selected even though the profile option is enabled.

You need to select the Calculate FTE check box to enable automatic calculate of FTE based on the working hours and the headcount.

This feature ensures integrity of position data.

Steps to Enable

You need to set the Enable FTE Calculation in Positions profile option to Yes to enable automatic calculation of FTE when a position is updated or corrected.

1. Navigate to Home > My Enterprise > Setup and Maintenance.
2. Search and select the Manage Administrator Profile Values task.
3. Enter ORA_PER_CALCULATE_FTE_IN_POSITION_ENABLED as the profile option code and click Search.
4. In the ORA_PER_CALCULATE_FTE_IN_POSITION_ENABLED: Profile Values section, enter Yes at the site level.

Profile option to enable automatic FTE calculation

5. Click Save and Close.

Tips And Considerations

• The working hour fields are hidden by default and can be enabled in the Transaction Design Studio (TDS).

• When you deselect the Calculate FTE check box in the position pages, the automatic FTE calculation is disabled even in the Request a New Position flow.

• When the profile option is enabled, the Calculate FTE check box is selected by default and the FTE field is read-only only in the Request a New Position flow.

• The Calculate FTE setting takes precedence over the profile option setting. This means that even if the profile option is set to Yes, users can still override the application calculated FTE value and provide their own FTE value.

• Approvals are enabled for the Calculate FTE option. This field is added to the approval notification and will show when the profile option is enabled.

• The Calculate FTE option will be deselected for existing positions.

• This feature is also available in HCM Data Loader (HDL) and HCM Spreadsheet Data Loader (HSDL).

• You can make date-effective updates and correct the existing value of  FTE based on the Calculate FTE option.

• When you duplicate a position the FTE value and the Calculate FTE setting also gets copied.

• If FTE is configured as hidden in the TDS, then Calculate FTE is also hidden even though the profile option is enabled.

Key Resources

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

• Jobs and Positions in the Implementing Global Human Resources guide

Position Management: Match Position Valid Grades with the Grades of the Job

You can now enforce that the valid grades of the position match with the valid grades of the associated job by displaying a validation message. The error is triggered when you remove or add a grade that is not defined for the job. This validation ensures grades in the position match with the job valid grades, and the grades are active and valid for the position's business unit. 

The validation will also ensure that at the position there are no additional grades that don't exist at the job level.

Validation message displayed when a grade is added that doesn't match the job valid grades

This feature applies to these flows.

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

The validation message is enabled using the Validation to Match Position's Valid Grades With Job Valid Grades Enabled profile option. See Steps to Enable section on steps on how to enable the profile option.

This feature helps improving data integrity.

Steps to Enable

You need to set the Validation to Match Position's Valid Grades With Job Valid Grades Enabled profile option to Y to enable the validation on all position pages.

1. Navigate to Home > My Enterprise > Setup and Maintenance.
2. Search and select the Manage Administrator Profile Values task.
3. Enter ORA_PER_MATCH_POS_GRADES_WITH_JOB_GRADES_ENABLED as the profile option code and click Search.
4. In the ORA_PER_MATCH_POS_GRADES_WITH_JOB_GRADES_ENABLED: Profile Values section, enter Y at the site level.

Profile option to enable validation to match position grades with job grades

5. Click Save and Close.

Tips And Considerations

• The valid grades must be associated with the common set or the set associated with the business unit.
• This feature applies to responsive position pages, HCM Data Loader (HDL) and HCM Spreadsheet Data Loader (HSDL).
• This validation isn't displayed in case of a grade ladder. If a grade ladder is associated with the job in the position, then you need to change the grades according to the grades in the ladder.

Key Resources

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

• Jobs and Positions in the Implementing Global Human Resources guide

Prevent Inflight Position Transaction Updates When Using HCM Data Loader

You can now prevent inflight position updates when using HCM Data Loader (HDL) or HCM Spreadsheet Data Loader (HSDL) when approvals are pending for the same.

This feature is applicable in these scenarios.

• When a position is updated (Request a Position Change, update, and correct flows)
• When a date effective position record is deleted

Let's understand how this works. In this example, approvals are enabled for the Edit Position process and a position, ZPER_CH_POSITION_08 is updated with a new department.

While approvals are pending for the position updates made on the Position Details page, position changes are loaded for the same position using HDL.

Because approvals are pending, a conflict is detected in the data load, which fails showing a validation error.

Click the message to see the details.

This feature will reduce the errors due to overlap of updates made to the same position record using HDL or HSDL and position pages when approvals are enabled. In addition, approvers won't encounter errors because of the inflight updates. Scope of duplicate updates made using the application and HDL or HSDL are removed thereby ensuring less rework.

Steps to Enable

You need to create (if it doesn't exist) and set the HR_DISABLE_PENDING_APPROVALS_CHECK_IN _HCM_DATA_LOADER profile option and set it to No. Setting this profile option to No will prevent inflight position transaction updates using HDL or HSDL when changes to a position are pending approval.

Use these steps to create and set the profile option.

1. On the Home page, navigate to Setup and Maintenance work area.
2. Search and select the Manage Profile Options task.
3. In the Search Results: Profile Options section, click the New icon.
4. On the Create Profile Option page, enter these details

Field	Value
Profile Option Code	HR_DISABLE_PENDING_APPROVALS_CHECK_IN _HCM_DATA_LOADER
Profile Option Display Name	HR: Disable pending approvals check in HCM Data Loader
Application	Global Human Resources
Module	Employment
Description	Disable pending approvals check in HCM Data Loader.
Start Date	1/1/00

5. Click Save and Close.
6. Navigate to Setup and Maintenance > Search.
7. Search and select the Manage Administrator Profile Values task.
8. Search for the HR_DISABLE_PENDING_APPROVALS_CHECK_IN _HCM_DATA_LOADER profile option code.
9. Click Search.
10. In the HR_DISABLE_PENDING_APPROVALS_CHECK_IN _HCM_DATA_LOADER: Profile Values section, set the Site profile value to No.

11. Click Save and Close.

Tips And Considerations

• Approvals aren't applicable for data created using HDL or HSDL.

• Date-effective deletion of position records is also included when checking for conflicts.

• When a position is updated or deleted from the position pages and the transaction is saved and closed; and when you update the same position using HDL or HSDL, the data load will be successful, but you can't submit the resumed transaction from the position pages.

• There isn't any impact on inflight transactions post upgrade except if data changes are loaded using HDL or HSDL and the same changes are made on the position pages and are pending approval; then the validation is triggered.

• When position data is loaded in bulk, conflicts are identified only for those positions that are pending approvals.

• This feature doesn't impact the position create flow.

Human Capital Management for Germany

Oracle 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.

Simplified Name Style Behavior

With this feature, you can export all your person name related data to the ADP interface, independent of the usage of the previously existing or current German name style.

The German name style developed with Rel 8 includes the fields Reporting First Name in the component Name Information 7 and Reporting Last Name in Name Information 8. This is now hidden with the introduction of the current name style format (changed with Rel 18B) but is still used in the interface to ADP. This feature enhances the existing copy function to keep the First Name and Last Name consistent with the Reporting First Name and Reporting Last Name if the current name style is in use.

Note:

The visibility of Reporting First Name and Reporting Last Name is depending on when the installation of the database took place. Was the installation with an older release (older than 18B) the fields are still visible. For installations starting with 18B the simplified German Name is shown in the UI.

This feature enhances the behavior of the copy function to keep the hidden fields in sync when new customers work with the current name style.

Steps to Enable

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

Human Capital Management for Netherlands

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

Statutory Updates for the Year 2022

This update includes changes to values on the Statutory Deductions and Reporting calculation card. All the information from an employee’s calculation card is included in the Dutch extension to the global payroll interface payroll extract definition. The updates to statutory values on the card enable you to ensure that the Dutch payroll extract definition used by a third-party payroll provider includes current information.

For the year 2022, there are new, obsolete and renamed lookup values. Although the obsolete lookup values are still available on the list of values, an error is raised if they are selected when the effective date is 01 January 2022 or later.

These are the fields that have been updated:

• Income Code – Standard-Rate Tax component detail
• Incidental Income Decrease – Subsidies and Discounts component detail
• Employment Type Code – Wage Report Information component detail
• Contract Termination Reason – Wage Report Information component detail
• Temporary Worker Labor Code – Wage Report Information component detail

This enhancement enables you to comply with the legislative changes for the tax year 2022.

Steps to Enable

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

Human Capital Management for Turkey

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

Optional Title Field in the Name Style

The condition of the Title field has been changed from required to optional in the Name Style for Turkey.

You now have more flexibility to decide whether you record a person’s Title within the Name Style.

Steps to Enable

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

Key Resources

For more information, refer to Document 2445972.1 - Oracle HCM Cloud: HR Attributes and Functionality per Localization and Document 2146270.1 - Person Name Validation.

Global Payroll Interface

Oracle Global Payroll Interface sends personal payroll information to third-party payroll providers and imports payslips and processed payroll data into Oracle HCM Cloud. You can configure payroll interfaces using the ‘Global Payroll Interface’ template to extend and augment your data feed to third-party payroll systems. If you import processed payroll data or payslips from your third-party payroll provider, the data is available for further reporting and analysis.

Perform a Baseline Extraction of Global Payroll Interface V2

You can now avoid full extract file generation from Global Payroll Interface V2. For this, you must perform a baseline extraction after moving to this update.

The changes made to the Salary Details DBI groups enable corrections and updates to the salary and component details to be retrieved correctly.

NOTE: You should perform a baseline extraction after applying moving to this update to avoid a full file extraction.

You can perform regular data changes and extractions after the baseline extraction.

Avoid full extract file generation from Global Payroll Interface V2.

Steps to Enable

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

Key Resources

For more information see Chapter 3, Generate Baseline Extract in the Implementing Global Payroll Interface guide located in the Oracle Help Center.

Perform a Baseline Extraction of ADP Global Payroll Interface

You can now avoid full extract file generation from ADP Global Payroll Interface V1 and V2. For this, you must perform a baseline extraction after moving to this update.

The user entities that fetch Brazil legislation data in payroll interface have been corrected to retrieve the CBO codes for Brazil.

NOTE: You should perform a baseline extraction for the interface process under a Brazil legislative data group after applying this fix to avoid full file generation.

You can perform regular data changes and extractions after the baseline extraction.

Avoid full extract file generation from ADP Global Payroll Interface V1 and V2.

Steps to Enable

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

Key Resources

For more information see Chapter 3, Generate Baseline Extract in the Implementing Global Payroll Interface guide located in the Oracle Help Center.

HCM Communicate

HCM Communicate provides communication teams a powerful way to create, target and track company communications sent to employees.  The product allows teams to granularly target communications to their employees, as well as retarget future communications based on employee engagement.  HCM Communicate provides an intuitive templated WYSWYG content creator that allows communication teams to quickly create engaging content.  The system allows communication teams to send out communication on behalf of others in the organization.  HCM Communicate provides a robust toolkit that allows organizations to engage effectively with their employees. HCM Communicate requires a subscription to Fusion HCM Communicate Cloud Service. Customers must first subscribe to this service prior to using HCM Communicate.

Eligibility Profiles for Predefined Audience

Eligibility profiles are used to define criteria that determine whether a person qualifies for objects that you associate the profile with. You can associate eligibility profiles with objects in a variety of business processes. With HCM Communicate, campaign administrators can use eligibility profiles to create predefined audiences for employee communications. Campaign managers can then use these predefined audiences when defining the audience of an employee communication campaign.

Predefined Audience Menu When Defining the Audience of an Employee Communication Campaign

After the campaign manager has selected a predefined audience, the Evaluate Eligibility Job scheduled process must be run to display the audience breakdown.

This feature reduces time and effort for campaign managers as they can reuse predefined audiences while creating an employee communication campaign. Also, it helps maintain an administrative oversight for targeting a certain segment of employees in the organization.

Steps to Enable

Follow these steps to create an eligibility profile for employee communications.

1. In the Setup and Maintenance work area, go to:
   • Offering: HCM Communicate
   • Functional Area: Employee Communications
   • Task: Manage Predefined Audience Criteria
2. On the Eligibility Profiles page, click Create and select Create Participant Profile.
3. On the Create Participant Eligibility Profile page, enter the following info in the Eligibility Profile Definition section.
   • Name: Enter a name for the participant eligibility profile.
   • Profile Type: This is prefilled as Participant.
   • Profile Usage: Determines the type of objects the participant profile can be associated with. Select Employee Communications or Global. Selecting Global makes the profile available to multiple business process usages.
   • Description: Enter a description for the participant eligibility profile.
   • Assignment to Use: This is prefilled as Specific assignment. This will take into consideration all employees who are permanent, on contract, or both.
   • Status: Set it to active so that campaign managers can select this predefined audience when creating an employee communication campaign.
4. In the Eligibility Criteria section, select eligibility criteria and sub-criteria. Define the sequence, name, whether the criteria should be excluded from eligibility, and the criteria start date and end date.
5. Click Save and Close.

Creating a Participant Eligibility Profile

Tips And Considerations

Campaign administrators can’t delete existing eligibility profiles. However, they can inactivate them.

Role And Privileges

The campaign manager needs these privileges.

Privilege/Role Type	Privilege Name	Purpose
Functional Security Policy (Functional Privilege)	Use REST Service - Benefits Lists of Values	Audience selection
Functional Security Policy (Functional Privilege)	Use REST Service - Eligibility Objects	Audience selection
Role Hierarchy (Aggregate Privilege)	Use REST Service - Eligibility Object Results for Benefits	Audience selection

The campaign administrator needs these privileges.

Role	Role and Privilege Name	Job Role
Seeded Abstract Role	Employee	Mandatory abstract role for all employees
Seeded Job Role	Employee Campaign Administrator ORA_IRC_EMPLOYEE_CAMPAIGN_ADMINISTRATOR_JOB	Administrate employee campaigns - access offering and tasks in the Setup and Maintenance work area
Seeded Job Role	Human Capital Management Application Administrator ORA_HRC_HUMAN_CAPITAL_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB	Access Setup and Maintenance
Seeded Job Role	Application Implementation Consultant ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB	Import and export Enable and disable offerings

Email Content Builder

As a campaign manager, you can create employee email communications using an email editor. You can create your own emails using a blank form or use a template as a starting point.

When you create an email using a blank form, you can copy formatted text from an external source and paste it successfully into the email editor. Formatting such as carriage return, font size, type, and color, italics, underline, bulleted and numbered lists are kept intact. When recipients receive the emails, they will see the text in the same format as in the email editor.

Example of Formatted Text Pasted in Email Editor

This feature helps campaign managers who aren't familiar with HTML editors to copy and paste content from emails or Word documents without any technical knowledge.

Steps to Enable

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

Tips And Considerations

You can copy formatted text from external sources like Word, Google Docs, and emails. Copying from websites, HTML designers, and emails with images isn’t supported.

Campaigns for General Communications and to Get a Response

As a campaign manager, when you create an employee communication campaign, you can define the purpose of a campaign. There are two types of campaign purpose:

• General: To use for general communication.
• Get Responses: To solicit a response on a particular subject.

Campaign Purpose

When you select the Get Responses purpose, you need to provide a response summary title. You also need to add one or multiple response choices that users will see in the campaign email and define if the users will be taken to a Thank You page once they have provided a response or to a specific URL.

Get Responses Campaign and Response Choices

When you view the list of employee communications, you can filter the list using the Campaign Purpose filters.

Campaign Purpose Filter

With this feature, campaign managers can define right at the beginning of the process if a communication is a for your information only (General) or to get some response from employees (Get Response) based on which further actions can be taken by their organization.

Steps to Enable

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

Workforce Directory Management

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

Enhanced Transaction Design Studio Support for Directory

You can now show or hide fields on the org chart nodes and on the Advanced Search results pages using the Transaction Design Studio (TDS).

This is the list of attributes that can be configured for the org chart in the Transaction Design Studio:

• Assignment Number
• Assignment Type
• Business Title
• Business Unit
• Cost Center
• Country Code
• Country Name
• Department Name
• Directs Headcount
• Display Name
• Grade Code
• Grade Name
• Image
• Job Code
• Job Name
• Job Name and Job Code
• Legal Employer
• Legislation
• Legislation Code
• Local Time and Location Name
• Location Code
• Location Name
• Location Name and Country Code
• Location Name and Location Code
• Manager Type
• Person List Name
• Person Number
• Position Code
• Position Name
• Position Name and Position Code
• Preferred Name and Last Name
• Primary Email
• Primary Phone
• Total Headcount
• User Person Type
• Worker Type

A new action, Directory Advanced Search is added to TDS.

This is the list of attributes that can be configured for the Advanced Directory Search in the TDS.

• Business Title        
• City        
• Country Name        
• Department Name        
• Display Name        
• Image        
• Job Name        
• Legislation Code      
• Location Name        
• Organization Chart        
• Person List Name        
• Person Number        
• Position Name        
• Primary Email        
• Primary Phone

This feature enhances user experience with page configuration using TDS.

Steps to Enable

In TDS, use these actions to configure fields in the org chart and advanced search results:

Action in TDS	Purpose
Organization Chart	To configure the visibility of fields on the org chart nodes.
Directory Advanced Search	To configure the visibility of fields on the Advanced Search Results page.

Use these steps to configure the field display on the Directory Advanced Search results page.

1. Navigate to Home > My Client Groups > HCM Experience Design Studio.
2. Click Add.
3. Enter a name and description for the rule.
4. In the Available Attributes section, configure the visibility for any of the fields
5. Click Save and Close.

Tips And Considerations

• Image, person display name, job name, work email Address, work phone number, and number of direct reports and total number of reports are shown out-of-the-box on the org chart nodes.

• Image, primary email, primary phone, department name, location name, job name and display name are shown out-of-the box on the Directory Advanced Search results page.

• If list name is configured as visible, then only the display name will show a link. But, if the display name is hidden and list name is shown, then the list name will show a link.

• Use the Page Composer if you want to rearrange the order of the fields shown in the Directory advanced search results. However, existing customizations done using Page Composer must be reverted before you configure any rules in TDS.

• Fields names are the same, however, location is changed. Hence, you need to review the org chart after upgrade. If bindings are changed, then TDS may not work as expected.

• If you configure more than 6 fields as visible in the organization chart, then it can introduce scroll bars within the nodes.

• Email and Phone fields aren't displayed in the mobile UI. If you want to include them in the org chart, then you need to customize the page using Page Composer.

• For the org chart, there are two data sources -  one for the root node (Manager) and another for the child nodes (Directs) that determine the fields to be shown in each case.

Key Resources

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

• Directory > Workforce Records in the Using Global Human Resources guide
• How You Configure Rules in the Transaction Design Studio > Responsive User Experience Setup in the Implementing Global Human Resources guide

Role And Privileges

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

Enhanced Connections Theme

Connections is enhanced with a new background. The earlier background is now replaced with this background.

The new background aligns with various Redwood themes.

Steps to Enable

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

Transactional Business Intelligence for Human Resources

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

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

Human Resources

New Subject Area - Areas of Responsibility

This new subject area reports on mapping of responsibilities between a representative and the respective workers as of today, only the latest active responsibility information is pulled up and not inactive nor historical changes.

You could also report on various Areas of Responsibility templates and setups, including the scope that are assigned to the representatives. If the template is not assigned to any representative then it is not available for reporting.

Common dimensions including the hierarchies are supported for the employee and can be used in cross subject area queries.

For a representative the common dimensions are available for reporting, but they cannot be joined with other subject areas in a cross subject area query.

A dimension only query on the Representative will only render workers that are some kind of representatives.

Take advantage of the new subject area Workforce Management - Areas of Responsibility to report on the various representatives of the workers and their details.

Steps to Enable

Leverage new subject area(s) by adding to existing reports or using in new reports. For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).

Tips And Considerations

Use Enterprise Scheduler Service (ESS) to enable and schedule a new process called Refresh Representative Data to populate the reporting table and keep the data current and up-to-date.

It is mandatory to execute the process Refresh Representative Data to render the latest AOR data of the workers through this subject area. Any additions or modifications in the AOR setup and scope will be available for reporting only after running this above mentioned process. This process stores representatives against a person's assignment effective as of today.

Role And Privileges

Duty Role(s)	Job Role
ORA_FBI_AREAS_OF_RESPONSIBILITY_TRANSACTION_ANALYSIS_DUTY_HCM FBI_AREAS_OF_RESPONSIBILITY_TRANSACTION_ANALYSIS_DUTY	Human Resource Analyst

New Attribute in HCM OTBI Subject Areas

Improve your reporting on Job and Position dimensions across HCM OTBI subject areas with the inclusion of the new attribute named Job Evaluation Working Conditions.

Also, the following dimensions are added to Position Real Time subject area.

• Collective Agreement
• Union

With this feature you can enhance your reporting on common dimensions.

Steps to Enable

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

New Attribute in Survey Questionnaire Subject Area

The HCM General Survey Questionnaire Real Time has added a new attribute called Questionnaire Participant Response Question Instruction Text under the Questionnaire Participants Responses folder.

Enhance your reporting on HCM General Survey Questionnaire Real Time with the new attribute.

Steps to Enable

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

Grade Ladder Value Attributes to Grade Real Time Subject Area

The following columns added under the folder grade step will give the details about the grade steps and their respective rate values.

• Step Number
• Step Name
• Step Value
• Start Date

Leverage the addition of a new attributes in the Grade Real Time subject area to report on the grade ladder value attributes.

Steps to Enable

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

IMPORTANT Actions and Considerations for Human Resources

REPLACED OR REMOVED FEATURES

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

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

__________________________

KNOWN ISSUES / MAINTENANCE PACK SPREADSHEETS

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

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

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

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

Controlled Availability for Human Resources

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

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

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

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

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

We look forward to hearing your thoughts and ideas as you participate 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	Autoprovision Areas of Responsibility (AORs)	Automatically assign or remove worker responsibilities based on user-defined AOR Template Criteria. Enhancements have been made to improve user experience and simply the autoprovisioning process in a production environment.	HCM AOR customers willing to move to Responsibility Templates	Open a Service Request in My Oracle Support and include a tag for "AOR-Autoprovision" Refer to My Oracle Support - Fusion Global HR: How to Apply for Autoprovision Areas of Responsibilities Feature Under Controlled Availability (Doc ID 2765388.1)	21B	Yes