Cloud Readiness / Oracle Fusion Cloud HCM Common
What's New
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  1. Update 22C
  1. Revision History
  2. Overview
  3. Feature Summary
  4. HCM Common
    1. HCM Common Architecture
        1. Enhancements to Approvals and Notifications
        2. Surrogate Key in Atom Feeds
        3. New Atom Feed for Work Relationship Update
        4. Character Data in Atom Feeds
    2. HCM Common
        1. Autocomplete Rules for HCM Experience Design Studio Enhancements
        2. Transaction Design Studio for HCM Experience Design Studio Enhancements
    3. HCM Data Loader
        1. Restrict Bulk-Loading of Security Related Data
        2. Business Object Enhancements
    4. HCM Spreadsheet Data Loader
        1. Include Reconciliation and Reporting Information in Spreadsheet Uploads
        2. Configure Roll Back Access for HCM Spreadsheet Data Loader Templates
  5. IMPORTANT Actions and Considerations for HCM Common
  6. Controlled Availability for HCM Common

Update 22C

Revision History

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

Date Product Feature Notes
28 OCT 2022

HCM Common Architecture

Enhancements to Approvals and Notifications

Updated document. Revised feature information.

29 JUL 2022 HCM Spreadsheet Loader Configure Roll Back Access for HCM Spreadsheet Data Loader Templates

Updated document. Feature delivered in update 22C.

24 JUN 2022 HCM Data Loader Business Object Enhancements

Updated document. Revised feature information.

03 JUN 2022     Created initial document.

Overview

HCM Cloud applications have two types of patches you can receive that are documented in this What’s New:

  • Release Updates (22A, 22B, 22C, and 22D)   
  • Optional Monthly Maintenance Packs to each update

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

HAVE AN IDEA?

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

Suggested Reading for all HCM Products

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

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

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

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

GIVE US FEEDBACK

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

DISCLAIMER

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

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

Feature Summary

Column Definitions:

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

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

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

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

Ready for Use by End Users
(Feature Delivered Enabled)

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

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

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

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

HCM Common

HCM Common Architecture

Enhancements to Approvals and Notifications

Surrogate Key in Atom Feeds

New Atom Feed for Work Relationship Update

Character Data in Atom Feeds

HCM Common

Autocomplete Rules for HCM Experience Design Studio Enhancements

Transaction Design Studio for HCM Experience Design Studio Enhancements

HCM Data Loader

Restrict Bulk-Loading of Security Related Data

Business Object Enhancements

HCM Spreadsheet Data Loader

Include Reconciliation and Reporting Information in Spreadsheet Uploads

Configure Roll Back Access for HCM Spreadsheet Data Loader Templates

IMPORTANT Actions and Considerations for HCM Common

Controlled Availability for HCM Common

HCM Common

HCM Common Architecture

This section covers features used across all HCM Applications.

Enhancements to Approvals and Notifications

Take advantage of these enhancements that have been made to the Transaction Console.

  • Improved messaging in the transaction detail page for faulted transactions.
  • Scheduling purge policies for archived transactions in Approval Rules tab to improve performance.
  • Data Cache Corrector that allows administrators to correct an attribute value or add or edit an XML node in transaction data cache to recover faulted or stuck transactions.

Improved Messaging for Faulted Transactions

The transaction detail page now shows more granular and specific issue description and resolution message for faulted transactions.

Purge Archived Transactions

You can now setup purge policies in the Transaction Console at individual business process level based on your company's data retention policies.

  1. In the Transaction Console, go to the Approval Rules tab.
  2. Locate the process for which you want to set up a purge policy.
  3. In the Purge Transactions column, select a time when the archived transaction for that process should be purged. By default, each process has been setup to not purge the archived transactions.
  4. Repeat the steps for all business processes for which you want to setup a purge policy.

Purge Transactions Column

The following pre-defined purge time periods are available.

Pre-defined Purge Time Periods

You can also add user-defined purge periods by adding new lookup codes under the extensible lookup type ORA_HRC_TXN_PURGE_PERIOD_TYPES. Make sure that the following format is used while defining the lookup code. 

  • HRC_TXN_<nn>_MONTH
  • HRC_TXN_<nn>_MONTHS
  • HRC_TXN_<nn>_YEAR
  • HRC_TXN_<nn>_YEARS

For example:

  •  Define the lookup code as HRC_TXN_1_MONTH to add a 1-month period.
  •  Define the lookup code as HRX_TXN_10_YEARS to add a 10-year period.  

Defining a User-Defined Purge Period

You then need to submit the scheduled process Purge Archived Transactions to purge all the transactions that were archived prior to the time selected in the purge policy.  

Data Cache Corrector

You can now edit a corrupted data cache of a stuck transaction without having to terminate and recreate the transaction. The new Data Cache Corrector feature eliminates the need for a patch fix or a data fix script for the transactions that have been stuck due to the corrupted data cache.

  1. In the Transaction Summary tab, locate the row of the stuck transaction for which you want to edit the data cache.
  2. Select the check box for that row.
  3. In the Actions menu, select Edit Data Cache.
  4. On the Correct Data Cache page, edit the data cache.
  • Enter the path to the node that needs to be modified.
  • The path is validated and the current value is displayed.
  • Enter the new value.
  • Click Edit Node to submit your changes.

Correct Data Cache Page

You could also use the Correct Data Cache page to add a new node:

  • Enter the path to the node that needs to be added. The system recognizes that the node entered in the path is a new node.
  • Enter the new value.
  • Click Add Node to submit your changes.

Correct Data Cache Page to Add a Node

You could also discard previously made changes to the data cache to bring the transaction back to its original state. 

  1. Locate the row of the transaction for which you previously modified the data cache.
  2. Select the check box for that row.
  3. In the Actions menu, select Edit Data Cache.
  4. Click Revert Data Cache Changes.
  5. Confirm to discard and bring the transaction back to its original state. 

Correct Data Cache Page to Revert Data Cache Changes

 NOTE: It's strongly recommended to use this feature only under the guidance of Oracle Support and be enabled only for such duration.

The purging of archived data provides the following benefits:

  • Reduces the load on transaction store. 
  • Improves performance of transaction processing and querying transactional data in the application.
  • Regular archive and purge helps to declutter and provide improved focus on the most recent and relevant data.

Steps to Enable

To use the Data Cache Corrector enhancement, you need to create the HCM_EDIT_DATA_CACHE_ENABLE profile option and set it to True.

To create the HCM_EDIT_DATA_CACHE_ENABLE profile option:

  1. In the Setup and Maintenance work area, search for the Manage Profile Options task.
  2. Click the Manage Profile Options task.
  3. In the Search Results section, click the New icon. 
  4. On the Create Profile Option page, specify the values indicated in this table for the new profile option. 

Field

Value

Profile Option Code

HCM_EDIT_DATA_CACHE_ENABLE

Profile Display Name

A suitable display name such as Editing Transaction Data Cache Enabled

Application

Global Human Resources

Module

HCM  Common Architecture

  1. Click Save and Close.
  2. On the Manage Profile Options page, select the Enabled and Updatable check boxes for the Site level.
  3.  Click Save and Close.

To enable the profile option HCM_EDIT_DATA_CACHE_ENABLE:

  1. In the Setup and Maintenance work area, search for the Manage Administrator Profile Values task.
  2. Click the Manage Administrator Profile Values task.
  3. Search for the profile option code HCM_EDIT_DATA_CACHE_ENABLE.
  4. In the Profile Values section, set the Site, Product Name, User Name to True.

IMPORTANT: We recommend not to edit the data cache on your own. If you need to edit the data cache, log a Service Request. 

Role And Privileges

This table shows the function security privilege that supports these features and the predefined role that inherits this privilege.

Purge Archived Transactions

Function Security Privilege 

Role Name

PER_DEFINE_APPROVAL_TRANSACTION_PURGE_RULES_PRIV

This privilege has not been added to any pre-defined role out of the box.  

Data Cache Corrector

Function Security Privilege 

Role Name

Review Approval Transactions

PER_REVIEW_APPROVAL_TRANSACTIONS_DATA

Review HCM Approval Transactions as Administrator

Surrogate Key in Atom Feeds

Oracle HCM Cloud Atom feeds have been enhanced to include the surrogate (primary) key of the underlying business object as a context attribute. This attribute is displayed in the Context section of the feeds.

This table provides the Atom feeds and the context attributes that are included in the feeds.

Feed Title Context Attributes

New Hire Feed

  • PersonId
  • PeriodOfServiceId

Person Assignment Extra Information Created / Updated / Deleted

  • PersonId
  • AssignmentId
  • AssignmentExtraInfoID

Person Assignment Work Measures Insert / Correction / Update

  • PersonId
  • AssignmentId
  • AssignWorkMeasureID

Person Basic Information Created / Updated / Deleted / Corrected

  • PersonId
  • <Object Primary Identifier> Example: AddressId, EmailAddressId, PersonNameId, and so on. For the complete list of attributes, see the REST API for Oracle HCM Cloud guide on the Oracle Help Center.

Person Contract Insert / Update / Correction

  • PersonId
  • ContractId
  • AssignmentID
  • PeriodOfServiceID

Person Manager Created / Corrected / Updated / Deleted

  • PersonId
  • AssignmentId
  • ManagerId
  • ManagerAssignmentID

Person Salary Created / Updated / Deleted

  • PersonId
  • AssignmentId
  • SalaryID

Termination Feed

  • PersonId
  • PeriodOfServiceId

Work Relationship Cancelled

  • PersonId
  • PeriodOfServiceId

Relate Atom feeds easily to the source object that is being changed directly using these surrogate keys in the context. 

Steps to Enable

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

Key Resources

  • For more information, see the REST API for Oracle HCM Cloud guide on the Oracle Help Center.

New Atom Feed for Work Relationship Update

A new Atom feed is generated when the work relationship of an active employee is updated. This feed includes changes to the start date of the work relationship and can be configured to include other available attributes.

The feed is generated from the workrelupdate collection when changes occur on the following.

  • Hire date
  • Primary Flag, Rehire Reason, Rehire Authorizor, Rehire Recommendation
  • Any attribute in the work relationship data, other than changes that are already captured by the termination and work relationship cancellation feeds.

The work relationship update feed is generated with these details.

Workspace

employee

Collection

workrelshipupdate

Attributes

  • PeriodOfServiceId
  • PersonName
  • PersonNumber
  • PrimaryPhoneNumber
  • PersonId
  • WorkerType
  • PeriodType
  • DMLOperation
Triggering criteria

Update to work relationship

Event Title

<Employee Display Name>'s Work Relationship Updated

Event Name

WorkRelationshipUpdated

Event Summary/Description

Employee Work Relationship Updated

Subscribe to work relationship updates to notify any downstream applications as part of application integrations.

Steps to Enable

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

Key Resources

  • For more information, see the REST API for Oracle HCM Cloud guide on the Oracle Help Center.

Character Data in Atom Feeds

You can now view special characters in the Oracle HCM Cloud Atom feeds title, summary, and content. The Character DATA or CDATA tag is used to encode special characters in the feed attributes.This tag allows the feeds to display special characters including multi-byte characters and language characters that can be handled by XML parsers.

Handle multi-byte characters including any special characters in Atom feeds without any parser errors in your integrations.

Steps to Enable

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

Key Resources

  • For more information, see the REST API for Oracle HCM Cloud guide on the Oracle Help Center.

HCM Common

This section covers features used across all HCM Applications.

Autocomplete Rules for HCM Experience Design Studio Enhancements

Enhance the user experience authoring new rules in Autocomplete Rules for HCM Experience Design Studio with more capabilities for Global Human Resources and Payroll. New features are delivered in these areas.

  • Person Disability to retrieve all effective dated disability records and support use cases like 'allow only one active disability at a time'.
  • Assigned Payroll to default payroll from HR attributes for the Local and Global Transfer flow.
  • Document Records with a new hcmParam to trigger rules in page transactions only.
  • Provide access to Past, Current and Future Incumbents from Position and Worker Assignment to support use cases like 'prevent changes to position when there is a future incumbent'.

  • Ensures accurate and consistent data by validating the user-entered values.
  • Allows your organizations to adjust quickly with HR compliance without relying on new releases

Steps to Enable

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

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

Key Resources

For additional information on Autocomplete Rules for HCM products, refer these What's New features in Update 22C:

Role And Privileges

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

Transaction Design Studio for HCM Experience Design Studio Enhancements

Required Regions

Increase your data quality by ensuring that your users complete the required fields before submitting the transaction. In the example below, for the Hire an Employee flow the Payroll Details and Salary sections have been made mandatory.  When the user initiates the process, the behavior of the questionnaire remains the same. Payroll Details and Salary are not displayed as an option as they must be part of the guided process.

The feature is available for the following actions:

Release Action
22C Create and Edit Job Offer
22A Change Assignment
22A Change Location
22A Change Manager
22A Change Working Hours
22A Create Job
22A Create Location
22A Direct Reports
22A Employment Start Dates
22A Promote
22A Request a New Position
22A Request a Position Change
22A Resignation
22A Termination
22A Transfer
22A Work Relationship
21D Add Assignment
21D Add Contingent Worker
21D Add Pending Worker
21D Add a Nonworker
21D Create Work Relationship
21D Edit Pending Worker
21D Hire an Employee
21D Local and Global Transfer
21C Recruiting - Create Job Requisition

Personalize the Save and Save and Close Actions in the Toolbar

Enhance the user experience by allowing your users to save their transactions at any point of time.

For example, a user is adding a new contractor and has already provided half of the required info. If they need to switch to another task, they can save their work, resume later where they left off. Out-of-the-box, the two buttons are hidden.

The feature has been extended to more actions.

Release Action
22C Eligible Jobs
22C Employment Contracts
22B Administer Compensation
22B Change Salary
22B Individual Compensation
22B Manage Personal Contributions
22B Salary History
22A Change Assignment
22A Change Location
22A Change Manager
22A Change Working Hours
22A Create Job
22A Create Location
22A Direct Reports
22A Job Details
22A Location Details
22A Position Details
22A Employment Start Dates
22A Promote
22A Request a New Position
22A Request a Position Change
22A Resignation
22A Termination
22A Transfer
22A Work Relationship
21D Add Assignment
21D Add Contingent Worker
21D Add Pending Worker
21D Add a Nonworker
21D Create Work Relationship
21D Edit Pending Worker
21D Hire an Employee
21D Local and Global Transfer

How You Set Up Warning or Error Message and Save Options

Both features are set up from the Page Attributes section of the action in the Transaction Design Studio.

Here are the steps to enable the warning or error display and the save options for the above actions.

  1. Navigate to Home > My Client Groups > HCM Experience Design Studio.
  2. Click Transaction Design Studio.
  3. Select the action for which you want to configure these settings.
  4. Click Add and add provide the required rule details.
  5. Select Reference Info Regions from the Region list in the Page Attributes section.
  6. Click the Edit icon to enable the attributes

  • The two action buttons, Save and Save and Close, can be simply set using the 2 options. Select the options to make them visible.
  • Out-of-the-box, the severity of the message is a warning.

  1. Click Done.
  2. Click Save and Close.

  • Ensures accurate and consistent data by enforcing entry of the required fields for a specific process.
  • Improves your user experience and reduces time spent setting up your solution by simplifying the personalization of HCM Cloud
  • Streamlines your transactions and processes by allowing your users to save their work at any point of time and resume later where they left off.

Steps to Enable

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

Tips And Considerations

Required Regions

From this release onward:

  • Users will get a warning message  if they have configured sections as required in the Transaction Design Studio.
  • Users will get a warning message if they have not visited the mandatory sections in employment flows.

Save and Save and Close

A point to note is that rules will be evaluated for each attribute for active rules in the Transaction Design Studio.  If the same attribute is defined in multiple rule definitions, only the first in order of active rule attribute conditions are applied. For example, if you define:

  • Rule 1: Generic rule where Save and Close is available unconditionally, but not Save.
  • Rule 2: Save is available only for a specific legal employer

As a result, rule 1 is evaluated as the first rule in order of active rules and so the Save button won't be displayed for the legal employer selected in rule 2.

Key Resources

For additional information, see the following help topics in the Oracle Help Center:

Role And Privileges

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

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.

Restrict Bulk-Loading of Security Related Data

You can now control which job roles can bulk-load security related data by restricting access to these HCM Data Loader business objects:

  • User
  • Delegated Role
  • Role Mapping
  • Exclusion Rule
  • Legislative Data Group Security Profile
  • Organization Security Profile
  • Country Security Profile
  • Position Security Profile
  • Document Type Security Profile
  • Areas of Responsibility
  • Job Requisition Security Profile

A new function security privilege Load HCM Security Data must be granted to job roles used to bulk-load data using these objects. The privilege is not granted to any predefined roles.

NOTE: This enhancement is initially delivered disabled as the Human Capital Management Integration Specialist job role isn't granted the Load HCM Security Data privilege. This predefined job role is often granted to users to provide access to HCM Data Loader and HCM Spreadsheet Data Loader. You will need to create custom job roles to provide the access to bulk load security related data.

Whilst the functionality is disabled, users loading data with these objects who haven't been granted the new privilege will receive a warning message. Valid data will continue to be loaded.

You can control which users can bulk-load security related data.

Steps to Enable

You'll need Setup and Maintenance access to enable this functionality:

  1. Navigate to the Configure HCM Data Loader task available in the HCM Data Loader functional area.
  2. Override the Restrict Access to Security Related Business Objects parameter.

You'll need access to Security Console to configure custom roles to bulk-load security related data:

  1. Create a custom job role to provide HCM Data Loader access. Do one of the following:
    • Create a copy of the Human Capital Management Integration Specialist job role.
    • Create or modify a custom job role and explicitly provide access to HCM Data Loader functionality.
  2. Assign the Load HCM Security Data (HRC_LOAD_HCM_SECURITY_DATA_PRIV) function security privilege to your custom job role.
  3. Assign the custom job role to the users who are responsible for bulk-loading security related data.

Tips And Considerations

Once enabled, you can't disable this feature.

The Human Capital Management Integration Specialist is a very powerful job role that provides access to many tools your users may not need. Therefore, it is recommended that you create custom job roles for providing access to HCM Data Loader and HCM Spreadsheet Data Loader.

This functionality will be enabled by default in release 23A, after which you won't be able to disable it.

Key Resources

Refer to the HCM Data Loader help guide, specifically the following topics:

  • How You Enable Access to HCM Data Loader
  • How You Enable Access to HCM Spreadsheet Data Loader Tasks
  • HCM Data Loader Configuration Parameters

Business Object Enhancements

You can extend your data loading capabilities with these new and enhanced business objects:

NEW BUSINESS OBJECTS

Wellness

Business Object Description
Wellness Activity Wellness activities performed by employees. You can only bulk-load activities that occurred in the last 10 days.
Wellness Goal Corporate goals in which an employee can participate. For example, administrators can create a corporate goal with a daily target of 8000 steps for a specific date range, with an achievement rate of 80%. A reward can be associated with the corporate goal for anyone reaching the achievement rate.
Wellness Task Tasks for employees to complete. For example, completing mandatory training.
Work Life Team Teams for use within Wellness and Volunteering. Teams are used for goals, to achieve team targets and challenge other teams.

EXTENDED BUSINESS OBJECTS

These object hierarchies have introduced new components:

Recruiting

Business Object Updates
Agent

These new components are now available:

  • AgentContext
  • AgentContextJobFamily
  • AgentContextLocation

The above components replace this component, which is now decommissioned:

  • AvailabilityContext
Candidate

This component has been added:

  • CandidateLabel

Talent Management

Business Object Updates
Performance Document

This component has been added:

  • Ratings and Comments

UPDATED BUSINESS OBJECTS

These business objects have introduced new attributes:

Global HR - Checklists

Business Object Component New Attributes
Allocated Checklist Allocated Checklist
  • AllRolesViewAssigned
  • SecurityEnabled

Allocated Checklist

Allocated Checklist Display Property
  • Initiator

Allocated Checklist

Allocated Checklist Tasks
  • LearnContentType
  • LearningItemId
  • LearningItemNumber
Checklist Template Checklist Template
  • AllRolesViewAssigned
  • SecurityEnabled

Checklist Template

Checklist Display Property
  • Initiator

Checklist Template

Tasks
  • LearningContentType
  • LearningItemId
  • LearningItemNumber
Task Library Task Library
  • LearnContentType
  • LearningItemId
  • LearningItemNumber

Global HR - Work Structures

Business Object Component New Attributes
Position Position
  • CalculateFTE

Global Payroll

Business Object Component New Attributes
Balance Adjustment Line Balance Adjustment Line
  • CalculationComponent

Talent Management

Business Object Component Updates
Question Question

New attribute:

  • EnableComments
Questionnaire Question

New attribute:

  • EnableComments
QuestionnaireTemplate Question

New attribute:

  • EnableComments
AnswerTranslation AnswerTranslation The ResponseFeedback attribute previously had a data type of String, it has been updated to Character Large Object (CLOB).

Extend your bulk-loading capabilities with these new and extended objects available with HCM Data Loader and HCM Spreadsheet Data Loader.

Steps to Enable

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

Key Resources

  • Use the View Business Objects task to review and download the latest business object information.

HCM Spreadsheet Data Loader

HCM Spreadsheet 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.

Include Reconciliation and Reporting Information in Spreadsheet Uploads

You can now configure up to ten reference attributes in your HCM Spreadsheet Data Loader templates. Reference attributes can be defaulted from other attribute values, generated using groovy expressions, or manually specified during data entry.

Reconcile your data uploads within OTBI and HCM Extracts by including reference and reconciliation information in reference attributes.

Steps to Enable

  1. Navigate to My Client Groups > Data Exchange > Spreadsheet Templates
  2. Create a new template, or edit an existing template.
  3. Navigate to the Design tab.
  4. On the Selected Attributes panel toolbar, click the Add Reference Attribute icon ().
  5. Use the Reference choice list to specify which reference attribute you want to define.
  6. Provide a column heading and optionally a description. The description will be seen a column hint if the attribute is to be visible in the spreadsheet.
  7. Configure how the reference attribute is to be sourced and whether it will be visible on the generated spreadsheet.
  8. Save your changes.

Tips And Considerations

If you supply multiple spreadsheet rows to create a single object, ensure that the reference attribute values are identical across all rows for the same object. Reference values are only recorded against the single top-level record that defines the object.

Data stored in reference attributes is only held in the staging tables, it isn't passed to the application tables.

Configure Roll Back Access for HCM Spreadsheet Data Loader Templates

Configure which roles can initiate roll back in your bulk loading spreadsheets.

  • Within the Spreadsheet Templates task, edit your template and navigate to the Assign Roles tab.
  • Select the Roll Back checkbox to allow a role to initiate roll back of uploaded data from a spreadsheet.

NOTE: The Roll Back checkbox is only available for business objects that support roll back.

You can restrict the ability to roll back loaded data.

Steps to Enable

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

Tips And Considerations

The Roll Back button will always be available within generated spreadsheets. However, an attempt by an unauthorized user to roll back the loaded data will result in an error.

IMPORTANT Actions and Considerations for HCM Common

REPLACED OR REMOVED FEATURES

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

Product Removed Feature Target Removal Replacement Feature Replaced In Additional Information
HCM Common HCM Data Loader Must Be Used For All Payroll Objects 22B HCM Data Loader    

_________________________

KNOWN ISSUES / MAINTENANCE PACK SPREADSHEETS

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

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

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

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

Controlled Availability for HCM Common

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

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

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

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

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

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

Product Feature Name Feature Description Type of Customer Needed to Test How to Sign Up Controlled Availability Release Is the Program Still Open?

Across All HCM Products

Oracle Search for HCM

Oracle Search is a dedicated search engine available in your Human Capital Management Cloud environments.

It is based on Oracle Search Person Index Updates (feature below), a dedicated search platform for Oracle Cloud.

Is dependent on Oracle Search-Based Global Search above or Connections that can be found in the 21A Global HR What's New under Controlled Availability Features.

Customers cannot request Oracle Search as a standalone feature. It has to be requested as via specific Oracle Search-dependent feature like Connections (In 21A Global HR What's New Under Controlled Availability Features or Oracle Search-based Global Search (In the 21A HCM Common What's New under Controlled Availability Features:

  • Fusion Global HR: How to Apply for Connections Under Controlled Availability (Doc ID 2743183.1)
  • Fusion Global HR: How to Apply for Oracle Search-Based Global Search Under Controlled Availability (Doc ID 2743208.1)

Revised 21A - 22C

Open

Across All HCM Products

Oracle Search Person Index Updates

Oracle Search person index is optimized for better performance. This feature is needed for the Oracle Search-dependent features, see Oracle Search for HCM above.

Controlled availability customers using HCM Oracle Search features (Connections, Oracle Search-based Global Search, Succession Organization Chart) are required to rebuild the index.

Use of HCM Oracle Search features (Connections, Oracle Search-based Global Search, Succession Organization Chart).

Only customers using Oracle Search features (Connections, Oracle Search-based Global Search, Succession Organization Chart).

21C - 22C Open