Oracle HCM Cloud Common
What's New
  1. Update 19A
  1. Revision History
  2. Overview
  3. Feature Summary
    1. Application Security
        1. Secure Workflow Transactions Using Manage Data Roles and Security Profiles
        2. Enhanced Custom Criteria Validation
    2. HCM Security
        1. Secure Person Records by Multiple Area of Responsibility Scope Values
    3. HCM Data Loader
        1. Enhancements to External Bank Account
        2. New Business Objects Supported
    4. HCM Spreadsheet Data Loader
        1. Submit Spreadsheet Uploads as the Session User
    5. HCM Common Features
        1. Upload Your Photo From Your Public Profile
    6. Redesigned User Experience
      1. HCM Common
        1. Enhanced HCM Experience Design Studio to Simplify Page Configurations
        2. Mobile Responsive Deep Links
        3. Search for All Actions Using HCM Global Search
        4. New and Improved Person Search
      2. HCM Extracts
        1. Improved User Experience
      3. Compensation
        1. Enhanced Compensation Spotlight with Recurring and One-Time Payments
        2. Streamline Salary Approval
      4. Global HR
        1. Manage Eligible Jobs Redesigned
      5. Payroll
        1. Redesigned User Experience for Payslip Page
        2. New Security for Year-End Documents
      6. Payroll for Canada
        1. Tax Credit Information in Employee Self-Service
      7. Time and Labor
        1. Team Schedule for Employee and Manager Self-Service Pages Redesigned
      8. Career Development
        1. Most Career Development Features Added to Redesigned Pages
      9. Goals
        1. Notifications, Target Outcomes, and New Approval Features in Redesigned Goal Management
      10. Performance
        1. Request Feedback
      11. Profiles
        1. Enhanced Talent Profile Management
      12. Profiles OTBI
        1. Re-Architecture of Person Profile Real Time Subject Area
        2. New Attribute - Competency Section Name in Performance Rating Real Time
      13. Succession and Talent Pools
        1. Quick Actions Support for Succession and Talent Pools
        2. Succession Actions Added to Career Overview
        3. Resource Catalog Component Support for Succession and Talent Pool Pages

Update 19A

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 Feature Notes
30 AUG 2019

Redesigned User Experience/HCM Common: New and Improved Person Search

Updated document. Revised feature information.

26 JUL 2019

Redesigned User Experience/HCM Common: Enhanced HCM Experience Design Studio to Simplify Page Configurations

Updated document. Revised feature information.

26 JUL 2019

Redesigned User Experience/Goals: Notifications, Target Outcomes, and New Approval Features in Redesigned Goal Management

Updated document. Revised feature information.

31 MAY 2019

Redesigned User Experience/Career Development: Most Career Development Features Added to Redesigned Pages

Updated document. Revised feature information.

29 MAR 2019

Redesigned User Experience/HCM Common: New and Improved Person Search

Updated document. Revised feature information.

29 MAR 2019

HCM Extracts: Built-In CSV Output

Removed feature from update 19A.

22 FEB 2019 Redesigned User Experience/ HCM Common: Enhanced HCM Experience Design Studio to Simplify Page Configurations

Updated document. Revised feature information.

22 Feb 2019 HCM Data Loader: New Business Objects Supported

Updated document. Revised feature information.

25 JAN 2019 Redesigned User Experience/HCM Common: Enhanced HCM Experience Design Studio to Simplify Page Configurations

Updated document. Revised feature information.

25 JAN 2019

Redesigned User Experience/Profiles: Enhanced Talent Profile Management

Updated document. Revised feature information.

07 DEC 2018   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 (19A, 19B, 19C, and 19D)
  • Optional Monthly Maintenance Packs to each update

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

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

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

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

Suggested Reading for all HCM Products:

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

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

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

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

Additional Optional Reading:

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

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

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New for Release 13 in the body or title of the email.

Feature Summary

Column Definitions:

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

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

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


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

New Features Delivered Ready to Use
(Delivered Enabled)

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

New Features That Customer Must Take Action to Use (Delivered Disabled)

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

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Customer Action Required

Application Security

Secure Workflow Transactions Using Manage Data Roles and Security Profiles

Enhanced Custom Criteria Validation

HCM Security

Secure Person Records by Multiple Area of Responsibility Scope Values

HCM Data Loader

Enhancements to External Bank Account

New Business Objects Supported

HCM Spreadsheet Data Loader

Submit Spreadsheet Uploads as the Session User

HCM Common Features

Upload Your Photo From Your Public Profile

Redesigned User Experience

HCM Common

Enhanced HCM Experience Design Studio to Simplify Page Configurations

Mobile Responsive Deep Links

Search for All Actions Using HCM Global Search

New and Improved Person Search

HCM Extracts

Improved User Experience

Compensation

Enhanced Compensation Spotlight with Recurring and One-Time Payments

Streamline Salary Approval

Global HR

Manage Eligible Jobs Redesigned

Payroll

Redesigned User Experience for Payslip Page

New Security for Year-End Documents

Payroll for Canada

Tax Credit Information in Employee Self-Service

Time and Labor

Team Schedule for Employee and Manager Self-Service Pages Redesigned

Career Development

Most Career Development Features Added to Redesigned Pages

Goals

Notifications, Target Outcomes, and New Approval Features in Redesigned Goal Management

Performance

Request Feedback

Profiles

Enhanced Talent Profile Management

Profiles OTBI

Re-Architecture of Person Profile Real Time Subject Area

New Attribute - Competency Section Name in Performance Rating Real Time

Succession and Talent Pools

Quick Actions Support for Succession and Talent Pools

Succession Actions Added to Career Overview

Resource Catalog Component Support for Succession and Talent Pool Pages

Application Security

Oracle Applications Security provides a single console where IT Security Managers and Administrators can perform various functions including user lifecycle management, role definition, security policy management(both functional and data), role hierarchy maintenance, username and password policy administration, and certificate management. The console also enables users to simulate the effect of security changes, to run security reports, and download a connector for integration with Microsoft Active Directory.

Secure Workflow Transactions Using Manage Data Roles and Security Profiles

Until this update, users with access to the Transaction Console could manage all transactions on the console. From this update, access to transactions can be secured. If you enable transaction security, then users must have a data role that enables them to manage transactions on the Transaction Console. The data role must:

  • Inherit either the predefined Human Capital Management Application Administrator job role or a custom role with the required privileges.
  • Have an assigned transaction security profile, which identifies the family, categories, and subcategories of secured transactions.

On the Transaction Console, users with such a data role can manage transactions:

  • That were initiated by people in the scope of the data role's person security profile
  • That are identified by the data role's transaction security profile

When you create a data role for the Human Capital Management Application Administrator job role, you now see a Transaction section on the Create Data Role: Security Criteria page.

Including a Transaction Security Profile in a Data Role

Two transaction security profiles are predefined:

  • View All HCM Transactions
  • View All Transactions

You can also create transaction security profiles. When you create a transaction security profile in the data roles task flow, you see the following section on the Assign Security Profiles to Role: Transaction Security Profile page.

Creating a Transaction Security Profile

To create a transaction security profile:

  • You must include the family HCM, which secures access to HCM transactions.
  • You can include one or more categories, such as Talent or Workforce Management. The category secures access to transactions in that category only. Categories that you don't select are excluded.
  • You can select subcategories for each category. For example, you can select the Performance subcategory for the Talent category. 
    • The subcategory secures access to transactions in the subcategory only. All other subcategories in the category are excluded unless you select them explicitly.
    • If you select Exclude Subcategory, then the user can access transactions in the category apart from those in the subcategory that you exclude.

You can also create transaction security profiles separately using the Manage Transaction Security Profiles task.

Steps to Enable

Transaction security is disabled by default. To enable transaction security:

  1. In the Setup and Maintenance work area, select the Workforce Structures functional area for your offering.
  2. In the Workforce Structures task list, select the Manage Enterprise HCM Information task.
  3. On the Edit Enterprise page, select Edit > Update.
  4. Complete the fields in the Update Enterprise dialog box, as appropriate, and click OK.
  5. Scroll to the Transaction Console Information section.
  6. In the Transaction Console Information section, select Enable Transaction Security.
  7. Click Submit.

Enabling Transaction Security

If you don't enable transaction security, then users who have access to the Transaction Console can manage all transactions on the console, as they did before the upgrade. You can create transaction security profiles and include them in data roles, but they have no effect unless you also enable transaction security.

Key Resources

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

  • Transaction Security Profiles: Explained

Role Information

The following predefined duty roles are provided in this update.

Duty Role Name Duty Role Code Inherited By
Review HCM Approval Transactions as Administrator ORA_PER_REVIEW_HCM_APPROVAL_TRANSACTIONS Human Capital Management Application Administrator
Review HCM Approval Transactions as Business User ORA_PER_REVIEW_HCM_APPROVAL_TRANSACTIONS_AS_BUSINESS_USER None
  • Review HCM Approval Transactions as Administrator grants access to the full set of actions on the Transaction Console.
  • Review HCM Approval Transactions as Business User grants access to a restricted set of actions on the Transaction Console. You may want to add this duty role to custom Human Resource Specialist or Line Manager roles, for example.

NOTE: If you're using data roles that inherit the predefined Human Capital Management Application Administrator job role, then you must edit those data roles to select or create a transaction security profile. 

To enable access to the Transaction Console for a custom role, you:

  1. Add one of the new duty roles to the custom role. For example, if you're using a custom Human Capital Management Application Administrator job role, then add the Review HCM Approval Transactions as Administrator duty role. To enable a custom business-user role, such as Line Manager, to access the Transaction Console, then add the Review HCM Approval Transactions as Business Use duty role. For information about adding new roles and privileges to custom roles, see the Release 13 Security Upgrade Guide on My Oracle Support (2023523.1).
  2. Create a data role to inherit the custom role. Assign appropriate person and transaction security profiles to the data role. If you already have data roles for your custom roles, then you must edit them to select or create a transaction security profile.
  3. Provision the data roles to users, as appropriate.

When you edit a data role and save the changes, its data security policies are updated automatically to reflect the latest role hierarchy.

Enhanced Custom Criteria Validation

You can include custom criteria, in the form of SQL predicates, in a person security profile. Custom criteria can supplement or replace the standard ways of identifying person records in a person security profile. In this update, you can validate your custom criteria and correct any errors before proceeding. A Validate button now appears in the Custom Criteria section of the Create Person Security Profile and Edit Person Security Profile pages.

Validating Custom Criteria in Person Security Profiles

When you click Validate, a syntax check occurs and any syntax errors, such as missing brackets, single-line comments, or misspelled keywords, are reported. When you click Next to open the Preview page, further validation of the custom criteria occurs. You may see warning or error messages about:

  • Using A.ASSIGNMENT_ID, because the table alias A is reserved for Oracle use
  • Referencing tables that include PII (personally identifiable information) data, which may cause runtime errors
  • Using commands, such as UNION or JOIN, that may affect performance

Correct any issues before saving person security profiles.

Steps to Enable

You have to include custom criteria, in the form of SQL predicates, in a person security profile in order to use this feature.

Tips And Considerations

New validations will not prevent upgrading customers from using existing custom criteria in person security profiles. 

Key Resources

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

  • Securing Person Records Using Custom Criteria: Explained
  • Tables and Views in Custom Criteria: Explained

HCM Security

HCM Security includes enhancements to person security profiles, new-person task flows, role mappings, the Retrieve Latest LDAP Changes process, predefined job and abstract roles, and security setup.

Secure Person Records by Multiple Area of Responsibility Scope Values

Until now, you could secure access to person records in a person security profile using a single area of responsibility scope value, such as business unit, location, or grade. If you wanted to secure access by multiple scope values, such as both business unit and location or both legal employer and job, then you had to define custom criteria. From this update, an additional 16 scope values, each of which combines 2 individual values, are provided in person security profiles. You can now secure access to person records using any of these additional responsibility scope values:

  • Business unit and country
  • Business unit and department
  • Business unit and grade
  • Business unit and job
  • Business unit and location
  • Business unit and supervisor hierarchy
  • Country and department
  • Country and department hierarchy
  • Country and department in organization tree
  • Country and supervisor hierarchy
  • Legal employer and business unit
  • Legal employer and department
  • Legal employer and grade
  • Legal employer and job
  • Legal employer and location
  • Legal employer and supervisor hierarchy

Selecting a Responsibility Scope Value

You can select these additional values in both the Manage Person Security Profiles and the Manage Data Roles and Security Profiles interfaces.

Steps to Enable

To use this feature, you will need to review and update your current area of responsibility definitions to include multiple scope values, if appropriate.

Tips And Considerations

When you secure access to person records using one of the new responsibility scope values, both conditions must be satisfied for access to be granted. For example, you may secure access to person records by selecting the Business unit and department responsibility scope value. A user may have these four areas of responsibility:

Area of Responsibility Business Unit Department
1 Vision BU 1 Vision Department 1
2 Vision BU 2  
3 Vision BU 3 Vision Department 3
4   Vision Department 4

The user can access person records in:

  • Vision BU 1, Vision Department 1
  • Vision BU 3, Vision Department 3

The user can't access person records in:

  • Vision BU 2
  • Vision Department 4
  • Vision BU 1 that do not also belong to Vision Department 1 or that have no department
  • Vision BU 3 that do not also belong to Vision Department 3 or that have no department
  • Vision Department 1 that are not also in Vision BU 1
  • Vision Department 3 that are not also in Vision BU 3

You can now more easily secure access to person records using multiple responsibility scope values without using custom criteria. Therefore, you may want to review and update your current area of responsibility definitions to include multiple scope values, if appropriate.

Key Resources

For more information, go to applications help for the following help topics:

  • Securing Person Records: Points to Consider
  • Securing Person Records by Area of Responsibility: Explained
  • Securing Person Records by Area of Responsibility: Procedure

HCM Data Loader

HCM Data Loader provides a flexible and efficient method of bulk loading business object data for data-migration and on-going incremental updates to Oracle Human Capital Management Cloud.

Enhancements to External Bank Account

These attributes have been added to the External Bank Account object to support country-specific requirements:

Attribute Description
AccountType Identifies the type of account, such as checking or savings. In the US, where multiple accounts can have the same AccountNumber value for the same bank, bank branch, currency, and country, this value identifies the bank account uniquely.
AlternateAccountName An alternate name for the bank account holder.
CheckDigit A value used to validate a bank account number in accordance with country-specific validation requirements.
SecondaryAccountReference A secondary account reference. In the UK, where multiple accounts can have the same AccountNumber value for the same bank, bank branch, currency, and country, this value identifies the bank account uniquely.

This attribute has been added to the External Bank Account Owner component of the External Bank Account object to support third-party ownership of external bank accounts: 

Attribute Description
ThirdPartyNumber A number that identifies the third party who owns the external bank account.

Steps to Enable

Modify your data loading files to take advantage of these new attributes.

Tips And Considerations

The AccountType and SecondaryAccountReference attributes are user-key attributes. The External Bank Account object now has 12 possible user keys.

The ThirdPartyNumber attribute is a user-key attribute. The External Bank Account Owner component now has 24 possible user keys.

You can now specify either a ThirdPartyNumber value or a PersonNumber value, but not both.

Key Resources

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

  • Loading External Bank Accounts: Explained

New Business Objects Supported

You can now load data for the following business objects:

Business Object Product Area Description
Payroll Time Period Global Payroll - Define Holds the payroll definition calendar, which is based on the frequency of the payroll, such as weekly or monthly
Performance Documents and Goals Assignment Transfer Talent Management Facilitates the transfer of performance documents and goals from an inactive worker assignment to the new, active assignment after a rehire or change of legal employer
Person Public Message Workforce Directory Management Holds text, such as an out-of-office message, that appears on a person's public information page in the person spotlight
Requisition Workforce Directory Management Defines vacancies, which are placeholders for future headcount, and Oracle Talent Acquisition Cloud requisitions

In addition, you can now:

  • Delete Talent Review Meeting objects.
  • Create a Talent Review Meeting object with the MeetingSubmitStatusCode attribute set to Scheduled. Until this update, you had to create the meeting with the Draft meeting submission status and then update it to Scheduled.
  • Specify who initiated an Allocated Checklist.

Steps to Enable

Modify your data loading files to take advantage of these new objects.

Tips And Considerations

Use the Job Requisition object to maintain Oracle Recruiting Cloud requisitions.

HCM Spreadsheet Data Loader

HCM Data Loader provides a flexible and efficient method of bulk loading business object data for data-migration and on-going incremental updates to Oracle Human Capital Management Cloud.

Submit Spreadsheet Uploads as the Session User

For some object components, you can review the object history to see who last updated the object. Until now, when the object was last updated using HCM Spreadsheet Data Loader, the Last Updated By value was always FUSION_APPS_HCM_ESS_LOADER_APPID, also referred to as the elevated user. You did not see the name of the signed-in user who uploaded the changes. From this update, you can upload data for unsecured objects as the session user rather than as the elevated user. You make this selection in the spreadsheet template. A new section, Template Security, appears on the Define tab of the Manage Spreadsheet Templates task flow. 

Setting Template Security in a Spreadsheet Template

When you create a spreadsheet template for an unsecured object, such as Job or Grade:

  • You can select either Session User or Elevated User in the Upload Data As field. This value is Session User by default.  
  • The read-only Assign Roles to Template field is set to Enabled. This value indicates that you can assign roles to the template on the Manage Role Access tab.

When you create a spreadsheet template for a secured object, such as Worker or Position:

  • Upload Data As is set to Elevated User and can't be changed.
  • Assign Roles to Template is set to Disabled. This value indicates that you can't assign roles to the template on the Manage Role Access tab. 

Only the Human Capital Management Integration Specialist job role is authorized to upload data from a spreadsheet for secured objects.

Steps to Enable

Use the Template Security to identify the user you want to show in history for the updates.

Tips And Considerations

In existing spreadsheet templates for unsecured objects, Upload Data As is set to Elevated User. You can edit the spreadsheet template to set Upload Data As to Session User, if required.

Key Resources

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

  • Template Security: Explained
  • Creating and Editing Spreadsheet Templates: Procedure
  • Managing Spreadsheet Business Object Access: Explained

HCM Common Features

This section covers features used across all HCM Applications.

Upload Your Photo From Your Public Profile

You can now quickly upload your own photo from your public info page. Your image now includes a camera icon that launches the upload photo tool allowing you to quickly upload your photo directly to your public profile. Alternately, you can still use the Upload Photo action from quick actions or the Actions menu to upload a new photo.

New Photo Upload Option

Once you click the camera icon, you can upload a new photo and crop it and then save it.

Change Photo

To upload a new photo or change an existing photo:

  1. Navigate to Me > Public Profile.
  2. Click the camera icon on the image.
  3. Upload a photo and crop it.
  4. Save and close.

Steps to Enable

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

Role Information

The delivered employee role inherits the aggregate privilege Manage Person Image (ORA_PER_MANAGE_PERSON_IMAGE) that secures the image upload feature.

Redesigned User Experience

Increase user satisfaction with the redesigned pages that now have the same look and feel on desktop and mobile devices. These redesigned pages are both responsive and easy to use on any device, with a modern look and conversational language. Clutter-free pages, with clean lines and just the essential fields, can be personalized to suit.

The pages redesigned below are all part of the Redesigned Cloud User Experience.

HCM Common

Enhanced HCM Experience Design Studio to Simplify Page Configurations

The HCM Transaction Configurator is renamed as HCM Experience Design Studio and includes the renamed and enhanced Transaction Design Studio. Using the Transaction Design Studio, you create rules to configure transactions and pages. You can change how sections and fields are displayed, based on the user's role and the employee's business unit or legal employer. It's just a lot simpler now.

Page Configuration Rules

More newly designed, responsive actions and pages are available to configure. You can:

  • Control the visibility of regions and sections on the page.
  • Control the visibility for attributes within a page, region, or a section.
  • Change the required status of optional attributes.
  • Control the availability of the questionnaire page for actions that use the guided process design.

You can create one or more rules for any page available in the Transaction Design Studio. Parameters such as role, business unit, and legal employer determine the roles subject to the rule and the set of employees rules are applied to. All parameters are optional.

Example of Rules for Promote Action

There are 3 parts of a rule to configure.

  1. Basic details including parameters. All parameters are optional.
  • Role is the role of the user performing the action or viewing the page.
  • Legal Employer is of the employee being acted on
  • Business Unit is of the employee being acted on.
  • Some actions may include additional parameters.
  1. Regions to show or hide. These vary by page. If the transaction uses the guided process framework, you can hide the questionnaire page as well. 
  2. Page attributes to show or hide or make required or optional. Available attributes are organized by the regions on the page.

Edit Rule Page

Rule Evaluation

When you create multiple rules for an action or page, rules are evaluated in the order displayed subject to the employee meeting the parameters for multiple rules. Rules are evaluated in this way.

  1. When the same parameters are configured for multiple rules AND the same region or page attributes settings (visibility/required status) are configured, the first rule displayed is applied. Subsequent rules using the same parameters and configurations to the same regions or attribute settings are not applied.
  2. When different parameters are configured for multiple rules AND different regions or page attribute settings (visibility/required status) are configured, each rule is applied.

This example illustrates how multiple rules are evaluated. Assume that the Salary and Manager regions are delivered as visible and Grade and Job are delivered as optional.

Rule Parameters Region Configuration Page Attribute Settings
1 Country = US, UK Hide Salary section Grade is required
2 Country = US Hide Manager section Grade is optional
3 Country = UK Show Salary section  
4 Country = <null>   Job is required

For employees in the US, the Salary and Manager regions are hidden. Grade and Job are required.

For employees in the UK, the Salary region is hidden. Grade and Job are required.

For employees in countries other than the US and UK, no regions are hidden. Grade is optional. Job is required. 

Now, even hidden attributes are available to configure. You no longer have to display them first using Page Composer. For pages that support the inclusion of flexfields, you can make them visible here as well.

Steps to Enable

To access the HCM Experience Design Studio:

  1. Activate a sandbox.
  2. Navigate to the My Client Groups tab.
  3. Click Show More to open the quick actions.
  4. Select HCM Experience Design Studio in the Employment group.
  5. Under your Settings and Actions, select Edit Pages.
  6. Select Site layer and click OK.
  7. Click Continue.

To create a page configuration rule, on the Transaction Design Studio tab:

  1. Select an action or page from the Actions list of values.
  2. Click the Add button.
  3. Enter the basic details.
  4. If the page includes different regions, set the required and visibility status for the regions you want to include.
  • If the page uses the guided process design, show or hide the questionnaire for users.
  • Required regions cannot be modified.

  1. In the Page Attributes region, select the region you want to configure.

  1. Change the required or visibility setting for attributes in the selected region.
  • Read only fields don't have a required setting.
  • Required fields cannot be modified.
  1. Flexfields are identified by the pencil icon. To set the visibility of a flexfield, change the overall visibility to 'visible', and then click the pencil icon.

  • From the Flexfield Attributes list, select the segment you want to display.

  • Check the 'visible' checkbox.
  • Repeat the above steps for every segment you want to make visible.
  1. Click Done.
  2. Repeat applicable steps 5-8 for the next region to configure.
  3. Save.
  4. If you created multiple rules for the same page or action, use the up and down arrows to sequence the rules in the order you want them evaluated. 

  1. Apply the sandbox.

Tips And Considerations

  • In some cases, the delivered visibility or required status for an attribute cannot be determined. When this occurs, the status will be set to 'Undetermined'.
  • In some cases, the delivered visibility or required status for an attribute cannot be changed without having a downstream impact. When this occurs, the Visibility or Required settings are disabled.
  • From this work area, you can still modify the person spotlight and upload images for pages that use the HCM landing page design.
  • Only newly designed, mobile responsive pages available in the Actions list can be configured. Not all mobile responsive pages are available in the current release.
  • To migrate Transaction Design Studio configurations between environments, use Customization Migration. Only “Application Artifacts”, “Analytics” and “CRM common components” need to be selected when creating your customization set.'
  • If you previously enabled the profile option Questionnaire Displayed in Guided Processes (HCM_TASK_CONFIGURATOR_RESPONSIVE_ENABLED) by setting the Site level value to Y, and have no TDS rules that hide the questionnaire, the questionnaire page will display.

Key Resources

To obtain more detailed functional and setup information for Transaction Design Studio, refer to the following doucment on My Oracle. Support:

  • Transaction Design Studio – What It Is and How It Works (Doc ID 2504404.1)

To understand how to enable responsive pages, refer to the following document on My Oracle Support:

  • HCM Responsive User Experience Setup Information- Profile Options and Displayed Fields (Document 2399671.1)

For more information on the original HCM Page Configurator read the 18B HCM Common What's New feature:

  • HCM Page Configurations Simplified

For more information on personalizing pages using page composer, refer to the following:

  • Chapter 3, Page Customization in the Oracle Applications Cloud: Configuring and Extending Applications guide.
  • The Developer Relations Page Composer Oracle YouTube channel.

For more information on migration customizations, refer to the following:

Role Information

The delivered Human Capital Management Application Administrator role inherits the privilege Access HCM Page Configurator (HRC_ACCESS_HCM_TRANSACTION_CONFIGURATOR) required to use the HCM Experience Design Studio.

To access the page:

  1. Navigate to the My Client Groups homepage tab.
  2. Click on Show More under the quick links.
  3. In the Employment group of actions, find HCM Experience Design Studio.

Mobile Responsive Deep Links

Deep links provide easy navigation directly to a page in the HCM Cloud application. Many deep links are now available for new mobile responsive pages that can be embedded in your intranet, a custom or third-party application, or in a document so employees can quickly access their HCM information or initiate transactions in HCM Cloud.

Deep Links Page

For a list of all available deep links for mobile responsive and classic, non-responsive pages, go to Tools and then Deep Links in the main menu.

When accessing a page in HCM Cloud using a deep link, HCM Cloud user security is honored. When single sign-on is used, the deep link navigates users directly to the HCM Cloud sign-in page. When basic authentication is used, users are prompted to enter their HCM Cloud user name and password before navigating to the page.

Steps to Enable

To access deep links:

  1. Open the main menu.
  2. Go to Tools > Deep links.
  3. Copy the URL for a deep link.
  4. Paste the URL into the desired location.

Tips And Considerations

  • The Deep Links page includes deep links for mobile responsive and classic, non-responsive pages. If a mobile responsive and classic deep links exists for the same page, click the links to determine the one to use. Some deep link names include 'NFS', 'RESPONSIVE', 'MY_TEAM' or 'MY_CLIENT_GROUPS' which indicates they're for mobile responsive pages.

Role Information

The delivered role Human Capital Management Application Administrator inherits the privilege View Administration Link (FND_VIEW_ADMIN_LINK) that secures the Deep link menu item.

Search for All Actions Using HCM Global Search

All actions available to you from Me, My Team, or My Client Group quick actions are available in the HCM global search. Previously, you could only search for commonly used actions. In addition, with the introduction of the new and improved person search, you will only see one action even if the action is available to you from both My Team and My Client Groups (Promote, Transfer, for example). The quick action tab name will also no longer be appended. Previously, My Team and My Client Group used different search pages, but now they use the same search page so the tab name is not required. You will only see the "Me" tab name appended if you have access to the same action as an employee and a line manager or HR professional user.

Search Results in 19A

Search Results Prior to 19A

Steps to Enable

For steps to enable the HCM Global Search Configuration, read the:

  • 18B HCM Common What's New feature - New HCM Global Search

Key Resources

For more information on the HCM Global Search Configuration, read the:

  • 18B HCM Common What's New feature - New HCM Global Search
  • 18C HCM Common What's New feature - HCM Global Search Enhanced
  • 19A HCM Common What's New feature - New and Improved Person Search

New and Improved Person Search

When you search for a person from the My Team or My Client Groups quick actions, you now use a new and improved person search. You can search by the worker's name, person number, work email, or business title using a client side list of values for quicker results. If you have employees reporting to you, you will always see a list of your direct reports. You can quickly select one and start a transaction. If you want to act on someone else, search for other employees in your line manager hierarchy. If you're an HR specialist, search for workers in your professional area of responsibility. The new person search returns all active employee assignments, delegated and dotted line reports, and contingent workers.

In addition, as an HR specialist, you now have the option to use an advanced search to help you find the person to act on. Use the advanced search to narrow your results. For example, in the advanced search, you can specify parameters such as job, position, date, and search for nonworkers, terminated and pending workers, future-dated hires etc.

Steps to use:

To access the new person search from the My Team or My Client Groups:

  1. Select an action such as Promote or Transfer.
  2. You are now navigated to the new person search.
  3. Enter a name or a few characters of the name of a person in the search box.
  4. Line managers, select the name and begin the transaction. Alternatively, HR specialists can select the Advanced Search link to use additional parameters to narrow the search for the person they want.

When you search for and initiate an action from global search, you navigate to the same new person search page. 

Steps to Enable

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

Tips And Considerations

  • You cannot search for contacts.
  • The advanced search is only available to the delivered HR Specialist role.
  • My Team and My Client Groups now use this same new person search. "My Team" and "My Client Groups" is no longer append to the action name when you have access to an action from both tabs. Only when you have access to the same action as an employee and another role will "Me" be appended to the action name to identify the employee version of that action.

Role Information

  • All delivered HCM job and abstract roles inherit the privilege Access HCM Common Components (HRC_ACCESS_HCM_COMMON_COMPONENTS) that gives access to the new person search.

HCM Extracts

Improved User Experience

Use the redesigned HCM Extracts pages, available from the Data Exchange work area, for an improved user experience. The redesigned responsive pages include the Submit Extracts, the View Extract Results, and the self-service pages, which are available on all devices.

Changes to the appearance and behavior of these pages include:

  • Submit Extract page is now called the Submit Extract Instance page and is a single page, rather than four. 
  • View Extract Results page has the same single page look and feel as the Submit Extract Instance page.

Using the new mobile responsive pages, you can schedule an extract instance for processing and view and download the results from a mobile device.

Submit Extract Instance Page

View Extract Results Page

Steps to Enable

In order to enable the new pages, you must enable the following profile option and have enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you have not enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, please see the Redesigned Cloud User Experience feature in 18A for the Steps to Enable, Tips and Considerations, and Key Resources.

Pages to Enable

Field Value

Extracts

Profile Option Code

HCM_EXTRACT_DEFINITION_RESPONSIVE_ENABLED

Submit Extracts

Profile Option Code

HCM_SUBMIT_EXTRACT_RESULTS_RESPONSIVE_ENABLED

View Extracts Results

Profile Option Code

HCM_VIEW_EXTRACT_RESULTS_RESPONSIVE_ENABLED

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

  1. Search for and click the Manage Administrator Profile Values task.
  2. Search for and select the profile option.
  3. Click to add a new Profile Value.
  4. Select the Level as Site.
  5. Enter a Y in the Profile Value field.
  6. Click Save and Close.

Tips And Considerations

When submitting an extract instance, if modifying the flow interaction is required, the extract can be submitted via Payroll Checklist Submit a Process or Report.

Key Resources

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

  • HCM Responsive User Experience Setup Information- Profile Options and Displayed Fields (Document 2399671.1)

For information about displayed and hidden fields, refer to the following document on My Oracle Support:

  • HCM Responsive User Experience Setup Information- Profile Options and Displayed Fields (2399671.1)

For more information on personalizing pages, refer to the following:

  • Chapter 3, Page Modification in the Oracle Applications Cloud: Configuring and Extending Applications guide.
  • The Developer Relations Page Composer Oracle YouTube channel.

Compensation

Enhanced Compensation Spotlight with Recurring and One-Time Payments

Line managers viewing compensation for employees can now easily review recurring and one-time payments, because they are grouped in their own section. This section displays the employee's entries for elements configured to display on the Manage Compensation History page. Managers can click a payment name to view the employee's element entry values.

Drill Down Details

Steps to Enable

  • If you have not already enabled Compensation Spotlight, you will need to follow the Steps to Enable section on the Person Spotlight - Compensation Details - Worker View feature that is in 18C in the HCM Common What's New.
  • The section is hidden by default and needs to be enabled or made visible using the HCM Experience Design Studio configuration or Page Composer.

Streamline Salary Approval

Simplify the approval process on responsive salary pages by preventing new salary proposals when:

  • A salary change is pending approval
  • A line manager transaction that includes salary changes (such as promote) is pending approval

Steps to Enable

The Compensation Redesigned User Experience profile option CMP_COMPENSATION_RESPONSIVE_ENABLED must be enabled through the Profile Options, in order for this feature to work. If the profile option is enabled, then this feature will be available immediately.

Global HR

Manage Eligible Jobs Redesigned

The Manage Eligible Jobs flow now has the same look and feel on desktop and mobile devices. This redesigned flow is both responsive and easy to use, with a modern look and conversational language. The pages are clutter-free and display the most frequently used fields.

An eligible job is an additional job for which the worker is eligible in addition to the worker's current job. You can use additional jobs to report time on the time sheet.

Add Eligible Jobs

Steps to Enable

In order to enable the Manage Eligible Jobs new page, you must enable the following profile option and have enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you have not enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, please see following white paper: HCM Responsive User Experience Setup Information- Profile Options and Displayed Fields (Document 2399671.1)

Field Value
Profile Option Code PER_PERSONAL_INFORMATION_RESPONSIVE_ENABLED

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

  1. Search for and click the Manage Administrator Profile Values task.
  2. Search for and select the profile option.
  3. Click to add a new Profile Value.
  4. Select the Level as Site.
  5. Enter a Y in the Profile Value field.
  6. Click Save and Close.

Key Resources

For information about displayed and hidden fields, refer to the following document on My Oracle Support:

  •  HCM Responsive User Experience Setup Information- Profile Options and Displayed Fields (Document 2399671.1)

For more information on personalizing pages, refer to the following:

  • Chapter 3, Page Modification in the Oracle Applications Cloud: Configuring and Extending Applications guide.
  • The Developer Relations Page Composer Oracle YouTube channel.

Payroll

Redesigned User Experience for Payslip Page

We have made it easier to use the Payslips page by designing a single page for all users. As part of the mobile responsive design, we consolidated the self-service and the professional Payslip pages so all users access the same page.

As a professional user, you can now view payslips as soon as they are generated. As for employees, viewing payslips are dependent on the payslip availability date.

Steps to Enable

In order to enable the new Payslip page, you must enable the following profile option and have enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you have not enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, please see the Redesigned Cloud User Experience feature in 18A for the Steps to Enable, Tips and Considerations, and Key Resources.

Field Value
Profile Option Code PAY_PAYROLL_RESPONSIVE_ENABLED

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

  1. Search for and click the Manage Administrator Profile Values task.
  2. Search for and select the profile option.
  3. Click to add a new Profile Value.
  4. Select the Level as Site.
  5. Enter a Y in the Profile Value field.
  6. Click Save and Close.

Once the profile options are enabled, the navigator menu option of the Payroll pages will take the user to the new Payroll pages and the old pages will no longer be available.

Tips And Considerations

If the option is enabled, all payroll self-service pages (payslip etc) will be responsive PLUS the payslip page will be responsive for the professional user.

If the option is not enabled, all payroll self-service pages (payslip etc) will be classic PLUS the payslip page will be classic for the professional user.

Key Resources

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

  • HCM Responsive User Experience Setup Information- Profile Options and Displayed Fields (Document ID 2399671.1)

For information about displayed and hidden fields, refer to the following document on My Oracle Support:

  • HCM Responsive User Experience Setup Information- Profile Options and Displayed Fields (Document ID 2399671.1)

For more information on personalizing pages, refer to the following:

  • Chapter 3, Page Modification in the Oracle Applications Cloud: Configuring and Extending Applications guide.
  • The Developer Relations Page Composer Oracle YouTube channel.

New Security for Year-End Documents

You can now secure access to all year-end documents. The new global aggregate privilege provides access to the global year-end documents.

 

Steps to Enable

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

Tips And Considerations

If you have configure a new custom employee role, you will need to add the 'View Year-End Documents' aggregate privilege to it in order to enable.

Role Information

The new global aggregate privilege provides access to the global year-end documents.

Task

Aggregate Privilege

View Year-End Documents

View Year-End Documents (ORA_PAY_VIEW_YEAR_END_DOCUMENTS)

Payroll for Canada

Tax Credit Information in Employee Self-Service

Provide employees direct access to their tax cards, where employees can view and update their tax credit information using the new responsive pages.  Using this new page, employees can do the following actions with their personal tax credit information:

  • Update current forms
  • Add new provincial forms
  • Add future-dated forms
  • View prior forms
  • Delete provincial forms
  • Download and save the populated federal and provincial personal tax credit return PDFs

The landing page of the Tax Credit Information page is displayed below.  If the Tax Reporting Unit is selected at the time of new hire, the default tax card is created automatically

Tax Credit Information

The landing page displays the forms in the following order:

  1. Federal form
  2. Provincial forms, in alphabetical order
  3. Future-dated forms, if any, in lighter font

The landing page shows the first 6 fields by default.  If there are more than 6 fields, click the down arrow to show the remaining fields.

Employees can edit their personal tax credit information, if required.  The form used to edit the information is displayed below.  Employees can make changes to their information as of the current date or they can make future-dated changes, back-dated changes are not allowed.  When making changes, the “I Agree” statement is mandatory.  An error message is displayed if the employee tries to save the changes without selecting the “I Agree” check box.

Editing Tax Credit Information

If required, an employee can add a new provincial form. Use the Add button to open a new form and select the date and province to add.  Please note that the province selected here has no impact on the Province of Employment on the calculation card.

Adding Tax Credit Information

Employees can also add future-dated forms.  They are displayed on the landing page after the current forms.  Once a future-dated form is entered, the current form is end-dated 1 day prior to the start of the future form.  Future-dated forms can be deleted.  To delete a future-dated form, enter the form in the update mode and use the Delete button.

The employee can access the Tax Credit Information page using two ways: 

  • From the employee dashboard, you can use the Quick Action links on the side or the icons under the Apps section, where tasks are grouped using the functional area groupings. 
  • Employees can access the UI using either navigation below (as displayed in the capture below):
    • Employee Dashboard (Me) > Quick Actions > Pay > Tax Credit Information
      • Click Show More to access more links if it is not in the initial list
    • Employee Dashboard (Me) > Apps > Pay > Tax Credit Information

Employee Dashboard

Steps to Enable

In order to enable the Tax Credit Information page, you must first enable the following Profile Option and then enable the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you have not enabled HCM_RESPONSIVE_PAGES_ENABLED profile option, please see the Redesigned Cloud User Experience feature in 18A for the Steps to Enable, Tips and Considerations, and Key Resources.

Field Value
Profile Option Code PAY_PAYROLL_RESPONSIVE_ENABLED

To enable the profile option:

  1. Navigate to the Setup and Maintenance work area.
  2. Search for and click the Manage Administrator Profile Values task.
  3. Search for and select the profile option code “.
  4. Click to add a new Profile Value.
  5. Select the Level as Site.
  6. Enter a Y in the Profile Value field.
  7. Click Save and Close.

Tips And Considerations

By enabling this profile option, you will be enabling all Payroll responsive pages that are available.

If the Pay action is not available in the initial Quick Action list, click Show More to access all the available actions.

Key Resources

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

  • HCM Responsive User Experience Setup Information- Profile Options and Displayed Fields (Document 2399671.1)

For information about displayed and hidden fields, refer to the following document on My Oracle Support:

  • HCM Responsive User Experience Setup Information- Profile Options and Displayed Fields (Document 2399671.1)

For more information on personalizing pages, refer to the following:

  • Chapter 3, Page Modification in the Oracle Applications Cloud: Configuring and Extending Applications guide.
  • The Developer Relations Page Composer Oracle YouTube channel.

Also, refer to the document below on the Canada Information Center for additional information.

Canada Information Center

https://support.oracle.com/rs?type=doc&id=2102586.2

Hot Topics Email (To Receive Critical Statutory Legislative Product News)

To receive important Fusion Canada Legislative Product News, you must subscribe to the Hot Topics Email feature available in My Oracle Support.

See My Oracle Support Document ID 2102586.2 (Information Center: Fusion Human Capital Management - Canada) for further details, and access the content at the location below.

CA – Welcome tab > Other Documents > How To Use My Oracle Support Hot Topics Email Subscription Feature

Time and Labor

Team Schedule for Employee and Manager Self-Service Pages Redesigned

Increase employee and manager satisfaction with the team schedule self-service page that has the same look and feel on desktop and mobile devices. This redesigned page is both responsive and easy to use on any device, with a modern look and conversational language. The clutter-free page, with clean lines and just the essential fields, can be personalized.

Team Schedule Showing the Published Schedules Icon Only, Indicating that the Shift Starts Today and Ends Tomorrow

Icon and Clarifying Text, Indicating that the Shift Started Yesterday and Ends Today

Line managers can view schedules of either their direct reports or the whole organization, including public holidays, published schedules, absences, employment schedules, and other availability. Employees define other availability, such as overtime or on-call, to indicate when they are available to work more hours. Schedulers and third-party applications can use other availability information to schedule additional workers as needed.

Filters Enable Line Managers to Control the Shifts that They See

Steps to Enable

In order to enable the new Team Schedule pages, you must enable the following profile option and have enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you have not enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, please see the Redesigned Cloud User Experience feature in 18A for the Steps to Enable, Tips and Considerations, and Key Resources.

Type of User

Field Value

Employee

Profile Option Code HWM_WORKER_SCHEDULES_RESPONSIVE_PAGES_ENABLED

Manager

Profile Option Code

HWM_MANAGER_SCHEDULES_RESPONSIVE_PAGES_ENABLED

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

  1. Search for and click the Manage Administrator Profile Values task.
  2. Search for and select the profile option.
  3. Click to add a new Profile Value.
  4. Select the Level as Site.
  5. Enter a Y in the Profile Value field.
  6. Click Save and Close.

Tips And Considerations

You can view team schedules for only 1 day at a time.

Key Resources

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

  • HCM Responsive User Experience Setup Information- Profile Options and Displayed Fields (Document 2399671.1)

For information about displayed and hidden fields, refer to the following document on My Oracle Support:

  • HCM Responsive User Experience Setup Information- Profile Options and Displayed Fields (Document 2399671.1)

For more information on personalizing pages, refer to the following:

  • Chapter 3, Page Modification in the Oracle Applications Cloud: Configuring and Extending Applications guide.
  • The Developer Relations Page Composer Oracle YouTube channel.

Career Development

Most Career Development Features Added to Redesigned Pages

Now most of the Career Development features are redesigned and are responsive for any device. The features in this release include:

  • View Current Role
  • Recommended Roles
  • Goal Sharing
  • Development Intents
  • Copy Goal action
  • Print Goals action
  • Updated Keyword Search in Explore Roles
  • Target Outcomes for Development Goals

Redesigned Career Development Page

Careers of Interest Region> Explore Roles> Showing Roles that Best Fit Including the Compatibility Percentage

In the Career of Interest region, when you Explore Roles, you find job profiles that suit you best including the Compatibility percentage. This is to help you manage your next career move. The application recommends these job profiles. In order for these job profiles to appear here, the administrator runs the Manage Best Fit Batch process in Full mode. Later on, when a role is added or deleted or modified, the administrator can run this process incrementally.

Target Outcomes for Development Goals

You can now add target outcomes of any type to the Career Development responsive page. You are no longer restricted to just the three types of default target outcomes. You can define your own target outcome sections in the Person Profile content sections.

To configure the target outcome sections, you must sign as an administrator. Use the Manage Profile Types task to do this. Edit the Person profile type and select the content section to add for Career Development.

Edit Profile Type: Person Page

Configure the selected content section in the Edit Content Section page. You can subscribe the section for Career Development on this page. You can further configure the selected section according to your Development Goal requirements.

In addition to adding or deleting subscribers, you can configure Career Development subscriber by selecting the Configure icon and selecting the attributes that you would like to be subscribed to for that specific content section and select whether to display or hide those attributes for Career Development.

Edit Content Section Page

You can also add a new content section in the Edit Profile Type: Person page. Use the Add Content Section page to configure the new section.

Add Content Section Page

Career Development administrators can include the new profile content sections as target outcomes in development goals.

You can view the target outcomes that were defined for development goals in the Target Outcomes section of the development goal. Select the target outcome from the list in the Target Outcomes section to view more details about that target outcome.

Now in the BIP Reports, Development Goal Plans are excluded from the Career Development subject areas.

Stay tuned for the following features that not yet available: Favorites, Add Goal from Role, and Mass Goal Approvals.

Steps to Enable

In order to use the Career Development pages, you must enable the following profile options and have enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you have not enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, please see the Redesigned Cloud User Experience feature in 18A for the Steps to Enable, Tips and Considerations, and Key Resources. This table includes the profile options for Career Development Responsive pages and Manage Best Fit Process Type that is required to run the Manage Best Fit Batch process.

Profile Option Code Descriptions

HRD_CAREER_DEVELOPMENT_RESPONSIVE_ENABLED

Enables mobile-responsive Career Development pages.

CUSTOM_HRT_BEST_FIT_PROCESS

Manage Best Fit Process Type

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

  1. Search for and click the Manage Administrator Profile Values task.
  2. Search for and select the profile option.
  3. Click to add a new Profile Value.
  4. Select the Level as Site.
  5. Enter a Y in the Profile Value field.
  6. Click Save and Close.

When the Mobile-Responsive Career Development Pages profile option is enabled, the following pages are rendered in the responsive mode:

  • Career Development
  • Career Overview

When you enable the profile option, CUSTOM_HRT_BEST_FIT_PROCESS you need to specify the profile value to Full or Incremental. Then as an administrator, you can run the Manage Best Fit Batch process.

To view target outcomes in the responsive Career Development pages, you must do the following:

  • Upgrade to Enhanced Talent Profile.
  • Enable the following Career Development features in Set Up and Maintenance work area under Career Development features
    • Target Outcomes
    • Development Goal Details Drill Down Page

NOTE: To view the Current Role, Recommended Roles, or Roles in Explore Roles pages, you need to use Enhanced Talent Profile.

Key Resources

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

  • HCM Responsive User Experience Setup Information- Profile Options and Displayed Fields (Document ID 2399671.1)

For more information on upgrading to Enhanced Talent Profile, refer to the following document on My Oracle Support:

Role Information

The Administrator user must have the functional privilege, Manage Best Fit Batch Process. It is seeded to:

  • Workforce Profile Specialist Duty
  • Human Capital Management Application Administrator

Goals

Notifications, Target Outcomes, and New Approval Features in Redesigned Goal Management

Take advantage of the following new Goal Management features that are now available in the redesigned Talent Management Cloud responsive pages:

  • Goals FYI notifications
  • Target outcomes as part of goals
  • New approval related features

Goal FYI Notifications

An employee will now receive FYI notifications in the redesigned Talent Management Cloud responsive Home page for the following Goals related workflows:

  • Manager creates a goal for the employee
  • Manager assigns a goal to the employee
  • HR specialist performs a mass goal assignment
  • Manager or HR specialist updates a goal of the employee
  • HR specialist deletes a goal of the employee
  • Manager or HR specialist cancels a goal of the employee
  • Manager aligns one or more goals with the employee’s goal
  • Manager cancels an aligned goal

A manager receives notifications in the redesigned Talent Management Cloud responsive Home page for the following Goals related workflows:

  • Any report updates a completed goal
  • Any report or colleague shares a goal

Example Employee FYI Notifications

Example Employee FYI Notifications

Target Outcomes as Part of Goals

You can now add target outcomes of any type to the Goals responsive page. You are no longer restricted to just the three types of default target outcomes. You can define your own target outcome sections in the Person Profile content sections.

To configure the target outcome sections, you must sign as an administrator. Use the Manage Profile Types task to do this. Edit the Person profile type and select the content section to add for Goals.

Edit Profile Type: Person Page

Edit Profile Type: Person Page

Configure the selected content section in the Edit Content Section page. You can subscribe the section for Goals on this page. You can further configure the selected section according to your Goals requirements.

Edit Content Section Page

Edit Content Section Page

You can also add a new content section in the Edit Profile Type: Person page. Use the Add Content Section page to configure the new section.

Add Content Section Page

Add Content Section Page

Goal administrators can include the new profile content sections as target outcomes in goals. They can also add a comment for each profile content section.

Example Adding Profile Content Sections in Target Outcomes

Example Adding Profile Content Sections in Target Outcomes

You can view the target outcomes that were defined for the goals in the Target Outcomes section of the goal. Select the target outcome from the list in the Target Outcomes section to view more details about that target outcome.

Example Target Outcomes in Goal

Example Target Outcomes in Goal

If no approval is required, the target outcomes are stored in the person’s profile along with the comments when the goal is completed. If approval is required, the target outcomes are stored in the person’s profile along with the comments when the goal is completed and the final approver has approved the goal completion.

New Approval Features

Three approval related features have been added in this release:

  • Action to request information
  • Ability to add comments and attachments
  • Approval history details

Action to Request Information

An approver can now request more information before approving any goal changes submitted by an employee by clicking the Request for Information button.

Goal Plan Approval Request – Request for Information

Goal Plan Approval Request – Request for Information

The employee from whom information is requested can see that more information is requested by the approver when the employee views the goal plan.

Employee Goals Page – Message that Approver Wants More Information

Employee Goals Page – Message that Approver Wants More Information

Ability to Add Comments and Attachments

In the Goals approval cycle, comments and attachments can be added to a goal plan approval request in the following scenarios:

  • When an employee submits a goal plan for approval
  • When an approver requests information before approving the submitted request
  • When an employee responds to information request
  • When an approver rejects a goal plan approval request
  • When an approver approves the submitted request

You can use these comments and attachments to further reinforce your goal approval requests, or to justify your goal approvals and rejections.

Example Employee Adding Comments and Attachments Before Resubmitting Goal

Example Employee Adding Comments and Attachments Before Resubmitting Goal

Approval History Details

You can now view the following approval history details:

  • The details of the goals submitted for approval
  • The names of the approvers
  • Comments and attachments submitted as part of the approval cycle

Approval history details can be viewed in the following scenarios:

  • When an approver views a goal plan request before approving
  • When an employee gets a request for more information

Goal Plan Approval Request with Approval History

Goal Plan Approval Request with Approval History

Steps to Enable

  • To view the new features in the Goals responsive pages, you must enable the following profile option and have enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you have not enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, please see the Redesigned Cloud User Experience feature in 18A for the Steps to Enable, Tips and Considerations, and Key Resources.

    Profile Option Code

    Description

    HRG_GOALS_RESPONSIVE_ENABLED

    Enables Goal Management responsive pages

  • To enable goals related FYI notifications, a user with administrator privilege must select the Enabled check box corresponding to the notification in the Goal Management tab of the Manage Talent Notifications page.

Manage Talent Notifications Page - Goal Management Tab

Manage Talent Notifications Page - Goal Management Tab

  • To view target outcomes in the responsive Goal pages, you must do all of the following:
    • You should have upgraded to the Enhanced Talent Profile.
    • You must enable the following Goal related profile option codes.

      Profile Option Code

      Description

      HRG_ENABLE_OUTCOMES

      Enables target outcomes in Goal Management

      HRG_ENABLE_GOAL_DRILLDOWN_VIEW

      Enables drilling down to goal details

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

  1. Search for and click the Manage Administrator Profile Values task.
  2. Search for and select the profile option.
  3. Click to add a new Profile Value.
  4. Select the Level as Site.
  5. Enter a Y in the Profile Value field.
  6. Click Save and Close.

Tips And Considerations

  • The existing performance goals target outcomes are migrated when the existing talent profile configuration is upgraded to Enhanced Talent Profile. Users can then access these target outcomes too in the responsive Goals pages.
  • You can’t use HCM Data Loader to mass upload goal target outcomes in this release.
  • You can't use Goal Management subject areas in OTBI to report on upgraded target outcomes in this release.
  • When a manager or an HR Specialist rejects a pending goal plan, the newly added goals of that goal plan are automatically deleted.

Key Resources

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

  • HCM Responsive User Experience Setup Information- Profile Options and Displayed Fields (Document ID 2399671.1)

For more information on upgrading to Enhanced Talent Profile, refer to the following document on My Oracle Support:

Performance

Request Feedback

Now, throughout the year anyone in the organization, be it managers, matrix managers, or HR specialists can request feedback from one or more persons for themselves or for others. Workers also can request feedback for themselves.

Creating a Feedback Request for Yourself; Specifying Questions to Elicit Feedback

To create a feedback request for yourself, navigate to the Feedback page from Me:

  1. In the Feedback page, Requests region, click Add.
  2. In the Whom do you want to ask? region, select the person from whom you seek the feedback.
  3. The Share feedback with <PERSON_NAME> check box is selected by default so that the feedback is shared with the person's manager. If you don't want to share, deselect the check box. When you request a feedback for yourself, you have the option of sharing the feedback with your manager. Note: As a manager when you create a feedback request for your team member, then you have option of sharing it with the team member, who is the subject of the feedback. Notifications are sent accordingly.
  4. You can add one or more feedback participants by selecting persons from the Person list. The participant names are listed in the region.
  5. Click Continue to specify the questionnaire in the What do you want to ask? section. Note: You can create a feedback request only when an active feedback template is available.
  6. Select Questionnaire. The questions in the questionnaire appear in the section. Additionally, you can add one or more questions specific to your feedback request in the Additional Questions section.
  7. Click Continue to specify the date by when you want the feedback.
  8. In the When do you need it? section, specify a date for providing the feedback.
  9. Optionally, enter a message for the feedback participant.
  10. Click Submit. You can go to the earlier sections and modify the details if required before submitting the feedback request.

Notifications in the Worklist Requesting Feedback for a Person

Notifications are sent to the concerned persons of the feedback -- feedback participants, feedback subject, or feedback subject's manager, if the option is enabled. The feedback participants respond to the questionnaire and submit the feedback. The feedback request changes its status to Completed. You can view the feedback only after the feedback is submitted by the feedback participant.

However, the HR specialist can request the feedback participant to revise the feedback, if required and initiate the feedback again.

The HR specialist can delete the feedback.

Steps to Enable

In order to enable, you must enable the following profile option and have enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you have not enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, please see the Redesigned Cloud User Experience feature in 18A for the Steps to Enable, Tips and Considerations, and Key Resources.

Field Value

Profile Option Code

HRA_REQUEST_FEEDBACK_ENABLED

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

  1. Search for and click the Manage Administrator Profile Values task.
  2. Search for and select the profile option.
  3. Click to add a new Profile Value.
  4. Select the Level as Site.
  5. Enter a Y in the Profile Value field.
  6. Click Save and Close.

The Feedback page is available when you have the View Requested Feedback functional privilege or Manage HCM Person Note functional privilege.

Creating a Feedback Template

As an implementer, you can create and manage feedback templates to facilitate the feedback process. Navigate to My Client Groups> Performance> Tasks > Setup and Maintenance> Manage Feedback Templates task.

Create a feedback template as per your organization requirements and specify a relevant questionnaire and set the status to Active so that it's available to everyone to create a feedback request.

When the feedback template is in use, the application indicates it in the Manage Feedback Templates page. When the feedback template is active, you can modify the template Name and Description, but not the questionnaire. You can set the template status to Inactive so that no feedback requests are created using the inactive template.

Key Resources

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

  • HCM Responsive User Experience Setup Information- Profile Options and Displayed Fields (Document 2399671.1)

For information about displayed and hidden fields, refer to the following document on My Oracle Support:

  • HCM Responsive User Experience Setup Information- Profile Options and Displayed Fields (Document 2399671.1)

For more information on personalizing pages, refer to the following:

  • Chapter 3, Page Modification in the Oracle Applications Cloud: Configuring and Extending Applications guide.
  • The Developer Relations Page Composer Oracle YouTube channel.

Profiles

Enhanced Talent Profile Management

Enhancements made in Talent Profile Management include changes to the user experience and to talent profile administration. This initial release of the enhanced Talent Profile Management is restricted to Oracle Recruiting Cloud and Oracle Learning Cloud customers, early adopters, and newly provisioned customers. You cannot use this functionality unless you have been explicitly approved to use it by Oracle Product Management.

Profile Management’s presentation of the person profile and talent ratings has been enhanced to provide a more engaging and responsive interface design. The new user experience enables features to be presented on both mobile and web pages. The interfaces are simple, intuitive and are written in a more conversational language.

The Profile Management administration enhancements provide increased product performance and product extensibility. The enhanced solution introduces content templates that represent the talent content (for example, Competencies, Certificates, Skills, and Awards) required to support the requirements of the Oracle Talent Management Suite. Each content template includes unique attributes. These content templates can be used and reused to create the content sections necessary to capture talent data. The templates can be used to design both person and model talent profiles.

Other new features for this release include:

Best Fit Optimization: Administrators are able to run the Manage Best Fit Batch Process ESS job through the Scheduled Process UI to improve best fit performance for Career Development Mobile Responsive Recommended Roles. Administrators are able to:

  • Schedule when to run the process based on run options, for example: As Soon as Possible, or Using a Schedule.
  • Run full jobs or incremental jobs.
  • Set up notifications and/or manage a recipient and the condition for notification (on success, on warning, or on error).
  • Set up process options such as language, territory, time zone, number/time/date formats and currency.

Target Outcomes: Profile Management maintains the requirements for configuring target outcomes that are necessary to measure the success of a task or project defined as part a goal or learning activity. Goal Management, Career Development, and Oracle Learning Cloud are all consumers of the Profile Management library of skills and credentials for providing applicable outcomes. See each consumer’s documentation for specific details.

New Model Profile Type: We added a Prerequisite Profile Type. This additional model profile type supports profile type requirements. The Prerequisite Profile Type allows an administrator to configure the required prerequisites that can be used to define prerequisites for a learning activity when using Oracle Cloud Learning.

Steps to Enable

The enhanced Talent Profile Management requires you to migrate your profile data. For information about how to upgrade to the enhanced Talent Profile Management, see Upgrading Oracle Fusion Profile Management (Doc ID 2421964.1)

Profiles OTBI

Re-Architecture of Person Profile Real Time Subject Area

Improve your reporting on the Person Profile Real Time subject area with features from the new and enhanced architecture. These changes and new attributes are only usable for Profile Management Responsive pages. To use these attributes you need to turn on the Profile Option for Profile Management. If you are using the classic Profile Management pages, you will see these new attributes in the subject area and can even add them to a report, however the report will not pull the data, as data entry is only available through the responsive pages.

With this enhancement some of the performance issues reported by customers have also been addressed. The subject area has been enhanced with additional attributes, and a few of the existing attributes have been changed to source the data from different database columns. Also, the column names for a few attributes have been modified.

The consolidated list of changes are listed here:

Dimension Name

New/Modified Attributes

Licenses and Certifications

Actual Completion Date

 

Certification URL

 

Other Establishment

 

Last Renewal Date 

 

License or Certificate Name

 

License or Certificate Name

 

Certificate Number

 

Original Issue Year

 

Section ID

 

Status

Person Profile/Competencies (modified)

Assessment Year

 

Average Calculated Rating

 

Average Calculated Score

 

Behaviors

 

Competency

 

Evaluation Comments

 

Personal Interest Level

 

Performance Rating

 

Performance Rating Model

 

Proficiency Rating

 

Proficiency Rating Model

 

Review End Date

 

Review Start Date

 

Section ID

Person Profile/Degrees (modified)

Academic Standing

 

Area of Study

 

Awarding Body

 

City

 

Degree

 

Description

 

Duration

 

Duration Units

 

Education Level

 

Education Level Completed

 

Education URL

 

Faculty or Department

 

Highest Education Level

 

Part Time

 

Section ID

 

Summary of Activities

 

Title

Honors and Awards

Completion Date

 

Date Awarded

 

Description

 

Honor or Award Name

 

Honor URL

 

Issue Year

 

Honor or Award

 

Organization

 

Section ID

 

Type of Award

Person Profile/Languages

Comments

 

Evaluated On

 

Evaluation Location

 

Evaluation Type

 

Language

 

Required

 

Section ID

Person Profile/Memberships (modified

Affiliation or Professional Body

 

Current Volunteer

 

Description

 

Internal Organization

 

Monthly Time Commitment

 

Organization URL

 

Position End Date

 

Position Start Date

 

Affiliation or Professional Body Name

 

Section ID

 

Title or Position Held

 

Volunteer Cause

Person Profile/Performance Ratings (modified)

Other Performance

 

Section ID

Person Profile/Potential (modified)

Other Potential Rating

 

Section ID

Person Profile/Previous Employment (modified)

Additional Information

 

Company URL

 

Department or Division or Post

 

Direct Reports

 

Employer City

 

Employer Country

 

Employer Phone

 

Employer State or Province

 

Full Time or Part Time

 

Internal

 

Job Title

 

Other Compensation

 

Reason for Leaving

 

Responsibilities

 

Starting Compensation

 

Section ID

Person Profile/Risk of Loss (modified)

Other Risk

 

Section ID

Person Profile/Special Projects (modified)

Billable

 

Business Unit

 

Comments

 

Project Completion Date

 

Customer Name

 

Project Category

 

Project Description

 

Project Manager

 

Project Name

 

Project Name

 

Project Role

 

Project Start Date

 

Project URL

 

Section ID

Person Profile/Talent Score (modified)

Other Comments

 

Section ID

 

Source

Person Profile/Work Requirements (modified

All Locations

 

Comments

 

First Excluded Location

 

Second Excluded Location

 

Third Excluded Location

 

Fourth Excluded Location

 

Length of Willing to Relocate

 

Pay Range

 

First Preferred Location

 

Second Preferred Location

 

Third Preferred Location

 

Fourth Preferred Location

 

Relocation Reason

 

Section ID

Steps to Enable

These changes and new attributes will only be usable for Profile Management Responsive pages. To use these attributes you will need to have turned on the Profile Option for Profile Management. For instructions for turning on the profile options see Enhanced Talent Profile Management What's New in 19A.

New Attribute - Competency Section Name in Performance Rating Real Time

Improve your reporting on performance document section in Performance Rating Real time subject area with the addition of the attribute Competencies Section Name. This attribute is held in Profile Management to allow a way to differentiate between multiple competency sections in a performance document.

Steps to Enable

To use these attributes you will need to have turned on the Profile Option for Profile Management. For instructions for turning on the profile options see Enhanced Talent Profile Management What's New in 19A.

Succession and Talent Pools

Quick Actions Support for Succession and Talent Pools

Leverage the new Quick Actions to enable your managers and HR specialists to easily perform the following tasks:

  • Add an employee as a candidate to a succession plan
  • Add an employee as a member of a talent pool
  • Create a succession plan

On clicking any of these Quick Actions, managers or HR specialists can view their direct reports.

Managers can use the My Team > Show More navigation to access these Quick Actions grouped under Career and Performance.

My Team - Career and Performance Quick Actions

HR specialists can use the My Client Groups > Show More navigation to access these Quick Actions grouped under Talent. The new Create Talent Pool Quick Action enables HR specialists to easily create a talent pool.

HR Specialist Quick Actions

My Client Groups - Career and Performance Quick Actions

Add to Succession Plan Quick Action

Managers or HR specialists can click a direct report’s name to add the direct report as a candidate to any succession plan that they have security access to or for which they are an administrator or candidate manager owner. When managers or HR specialists try to add a  direct report to a succession plan, the plans in which the direct report is already a candidate are not displayed for selection.

Add to Succession Plan Page

Add to Succession Plan Page

Add to Talent Pool Quick Action

Managers or HR specialists can click a direct report’s name to add the direct report as a member to a talent pool that they own. When managers or HR specialists try to add a direct report to a talent pool, the pools in which the direct report is already a member are not displayed for selection.

Add to Talent Pool Page

Add to Talent Pool Page

Create Succession Plan Quick Action

Managers or HR specialists can use the Create Succession Plan Quick Action to create a succession plan for any direct report if they have the security privilege to create succession plans. By default, the person who creates the plan is added as the owner of the succession plan. The plan type defaults to the default value defined in the Manage Common Lookups task.

Create Succession Plan Page

Create Succession Plan Page

Create Talent Pool Quick Action

HR specialists can use the Create Talent Pool Quick Action to quickly create a talent pool. By default, the HR specialist is added as the owner of the talent pool. HR specialists can add other owners and remove themselves as owners. But, they must ensure that the talent pool has at least one owner.

Create Talent Pool Page

Create Talent Pool Page

The Create Talent Pool page sections are clutter-free and display the most frequently used fields. Fields that are infrequently used are hidden, but can be displayed using Page Composer. For example, the Job and Department fields are not displayed for talent pool members by default.

Steps to Enable

To enable the responsive Succession Management pages, you must enable the following profile option and have enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you have not enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, please see the Redesigned Cloud User Experience feature in 18A for the Steps to Enable, Tips and Considerations, and Key Resources.

Succession Management Responsive Pages Profile Option

Field

Value

Profile Option Code

HRM_SUCCESSION_RESPONSIVE_ENABLED

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

  1. Search for and click the Manage Administrator Profile Values task.
  2. Search for and select the profile option.
  3. Click to add a new Profile Value.
  4. Select the Level as Site.
  5. Enter a Y in the Profile Value field.
  6. Click Save and Close.

Tips And Considerations

  • When you click the Succession Management Quick Actions, you can view the responsive Succession Planning pages only if you enable the HRM_SUCCESSION_RESPONSIVE_ENABLED profile option.
  • The Create Talent Pool action is available only in the responsive My Client Groups Quick Actions.
  • Managers or HR specialists can select only one direct report at a time to add to a succession plan or a talent pool.
  • Managers or HR specialists can create a succession plan for only one direct report at a time.

Key Resources

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

  • HCM Responsive User Experience Setup Information- Profile Options and Displayed Fields (Document 2399671.1)

For information about displayed and hidden fields, refer to the following document on My Oracle Support:

  • HCM Responsive User Experience Setup Information- Profile Options and Displayed Fields (Document 2399671.1)

For more information on personalizing pages, refer to the following:

  • Chapter 3, Page Modification in the Oracle Applications Cloud: Configuring and Extending Applications guide
  • The Developer Relations Page Composer Oracle YouTube channel

Succession Actions Added to Career Overview

Enhance your user experience with the addition of Succession Management actions in the Career Overview page. These actions enable managers to:

  • Add a direct report to an existing succession plan or a talent pool
  • Create a succession plan for a direct report

Career Overview – Succession Plan Actions

Career Overview – Succession Plan Actions

Add to Succession Plan Action

Selecting the Add to Succession Plan action takes you to the Add to Succession Plan page.

Add to Succession Plan Page

Add to Succession Plan Page

You can only view succession plans that you have security access to or for which you are an administrator or candidate manager owner. When you try to add a direct report to a succession plan, the plans in which the direct report is already a candidate are not displayed for selection.

Add to Talent Pool Action

Selecting the Add to Talent Pool action takes you to the Add to Talent Pool page.

Add to Talent Pool Page

Add to Talent Pool Page

You can add a direct report only to a talent pool that you own. When you try to add a direct report to a talent pool, the pools in which the direct report is already a member are not displayed for selection.

Create Succession Plan Action

You can select the Create Succession Plan action to create a succession plan for a direct report if you have the security privilege to create succession plans. Selecting this action takes you to the Create Succession Plan page.

Create Succession Plan Page

Create Succession Plan Page

By default, the person who creates the plan is added as the owner of the succession plan. The plan type defaults to the default value defined in the Manage Common Lookups task.

Steps to Enable

To enable the responsive Succession Management pages, you must enable the following profile option and have enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you have not enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, please see the Redesigned Cloud User Experience feature in 18A for the Steps to Enable, Tips and Considerations, and Key Resources.

Succession Management Responsive Pages Profile Option

Field

Value

Profile Option Code

HRM_SUCCESSION_RESPONSIVE_ENABLED

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

  1. Search for and click the Manage Administrator Profile Values task.
  2. Search for and select the profile option.
  3. Click to add a new Profile Value.
  4. Select the Level as Site.
  5. Enter a Y in the Profile Value field.
  6. Click Save and Close.

Tips And Considerations

When you select the Succession Management related actions in the Career Overview page, you can view the corresponding responsive Succession Planning page only if you enable the HRM_SUCCESSION_RESPONSIVE_ENABLED profile option.

Key Resources

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

  • HCM Responsive User Experience Setup Information- Profile Options and Displayed Fields (Document 2399671.1)

Resource Catalog Component Support for Succession and Talent Pool Pages

Leverage the ability to access the resource catalog to add components to the responsive Succession Plans, Talent Pools, and Succession Planning Spotlight pages. Create and share notes to provide feedback to an employee, or add comments about a succession plan or talent pool. Embed reports on the responsive Succession Planning or talent pool pages and bind the reports to either the Person ID, Plan ID, or Pool ID parameters.

Example of Adding Resource Catalog Component in Succession Planning Responsive Page

Example Adding Resource Catalog Component in Succession Planning Responsive Page

To embed the resource catalog component anywhere on the responsive Succession Planning pages:

  1. Activate a sandbox and edit the required responsive page.
  2. Select the Structure tab.
  3. In the Source window, select the panelGroupLayout that is below the FacetWrapper level.
  4. Click the Add icon.
  5. In the Add Content dialog box, select the component to add:
  • To add a report or analytic component, click Open adjacent to Reports and Analytics and select the folder that contains the analysis or report.
  • To add the Notes component, click Add adjacent to Notes.
  1. Close the Add Content dialog box. 
  2. Select the component and in design mode, edit it.
  3. In the Component Property dialog box, configure the contextual parameters:
  • For the Notes component, configure the contextual parameters as shown in the following table.

    Parameter

    EL Expression

    Object Type

    • On Person Spotlight page: PER_PERSON

    • On Succession Management and Talent Pool responsive pages: Customer-defined value. For example, SUCCESSION_PLAN_NOTE

    Object ID

    • On Person Spotlight page: #{pageFlowScope.pPersonId}
    • On Succession Management responsive pages: #{bindings.PlanId.inputValue}
    • On Talent Pool responsive pages: #{bindings.PoolId.inputValue}
  • For analysis component, in the Value 1 column of the filter row, type the corresponding expression given in the following table according to the filter added for the analysis.

    Filter

    Expression

    Page in Which You Can Use the Expression

    Person ID

    #{pageFlowScope.biFilterName_WorkerPersonID}

    • Person Spotlight page
    • On Succession Management responsive pages
    • On Talent Pool responsive pages

    Plan ID

    #{pageFlowScope.biFilterName_SuccessionPlanDetailsPlanId}

    On Succession Management responsive pages

    Pool ID

    #{pageFlowScope.biFilterName_TalentPoolDetailsPoolId}

    On Talent Pool responsive pages

Steps to Enable

To enable the responsive Succession Management pages, you must enable the following profile option and have enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you have not enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, please see the Redesigned Cloud User Experience feature in 18A for the Steps to Enable, Tips and Considerations, and Key Resources.

Field

Value

Description

Profile Option Code

HRM_SUCCESSION_RESPONSIVE_ENABLED

Enables responsive Succession Management pages

Profile Option Code

HRT_NOTES_RESPONSIVE_ENABLED

Enables adding the Contextual Notes component in responsive pages

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

  1. Search for and click the Manage Administrator Profile Values task.
  2. Search for and select the profile option.
  3. Click to add a new Profile Value.
  4. Select the Level as Site.
  5. Enter a Y in the Profile Value field.
  6. Click Save and Close.

Tips And Considerations

  • You must sign in as an Application Administrator to add the resource catalog component.
  • To add the resource catalog component at the bottom of the page, click the Structure tab, and select the panelgroupGrouplayout which is present below all the PanelCollectionEdit components.
  • The analysis that you add to the to the responsive Succession Planning page must contain a prompt set to Is Prompted on any of the following parameters depending on the page you are adding the analysis to:
    • Person ID
    • Plan ID
    • Pool ID
  • When embedding a resource catalog component on the Succession Planning Person Spotlight page, you can pass only the Person ID parameter and not the Plan ID or Pool ID parameters.

Key Resources

For more information on the Notes Resource Catalog Component and Security and Role Information, refer to the following document on My Oracle Support:

For more information on embedding contextual analysis, refer to the following document on My Oracle Support:

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

  • HCM Responsive User Experience Setup Information- Profile Options and Displayed Fields (Document 2399671.1)

For more information on personalizing pages, refer to the following:

  • Chapter 3, Page Modification in the Oracle Applications Cloud: Configuring and Extending Applications guide
  • The Developer Relations Page Composer Oracle YouTube channel