Document History

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

Date Update Version Notes
19 JAN 2018 February Maintenance Pack for 17D Delivered new features in February Maintenance Pack for 17D.
19 JAN 2018 Update 17D Revised update 17D.
08 DEC 2017 Update 17B Revised update 17B.

February Maintenance Pack for 17D

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
19 JAN 2018   Created initial document.

Overview

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

Suggested Reading for all HCM Products:

NOTE: Not all Global Human Resource features are available for the base Talent and Compensation stand alone applications.

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

Additional Optional Reading:

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.

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 releases. 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, 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

Action Required to Enable Feature

Feature

Automatically Available

End User Action Required

Administrator Action Required

Oracle Service Request Required

HCM Data Loader

User Deletion with HDL

New Business Objects Supported

HCM Data Loader

HCM Data Loader (HDL) 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.

User Deletion with HDL

For worker records that you load using HCM Data Loader, you can create user accounts in bulk. On occasion, you may want to delete those accounts. For example, you may have created them by mistake or created their user names in the wrong format. You can now delete user accounts using HCM Data Loader by including a DELETE instruction in the User.dat file for each user account to be deleted. For example:

Delete Instruction for the User Object

The DELETE instruction is processed when you next run the Send Pending LDAP Requests process. You can delete user accounts in both test and production environments. Accounts to be deleted can be in any status.  

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

New Business Objects Supported

You can now load data for these business objects using HCM Data Loader:

Business Object Description
Legacy Learning Item An Oracle Learning Cloud object representing a completed course or offering that you want to include in a learner's learning history
Succession Plan A Talent Management object that identifies workers who are ready now, or can develop the necessary skills, to replace key workers

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

You can load these objects using either HCM Data Loader or HCM Spreadsheet Data Loader.

Key Resources

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

Update 17D

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
19 JAN 2018 HCM Common Features: Reduce Transfer Time by Compressing and Encrypting Extracts

Document updated. Added feature delivered in update 17D.

06 OCT 2017   Created initial document.

Overview

his guide outlines the information you need to know about new or improved functionality in Oracle HCM Cloud Release 13.  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.

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

Suggested Reading for all HCM 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):

Additional Optional Reading:

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 Global HR Cloud What’s New for Release 13 in the body or title of the email.

Feature Summary

Action Required to Enable Feature

Feature

None (Automatically Available)

Enable via Opt In UI Only

Enable via Opt In UI Plus Additional Steps

Not Enabled via Opt In UI but Setup Required

Issue Service Request

HCM Data Loader

Ability to Load Multiple Owners for a Bank Account

Extract Integration and User Key Values

Test HCM Data Loader Process Flow and Connections

HCM Common Features

Secure Access to Position Records Using Areas of Responsibility or the HCM Position Hierarchy

Reduce Transfer Time by Compressing and Encrypting Extracts

Regenerate Multiple HCM Data Roles

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.

Ability to Load Multiple Owners for a Bank Account

You can now define multiple owners for an external bank account that you create or manage using HCM Data Loader. One of the account owners must be the primary owner. You set the PrimaryFlag attribute of the relevant External Bank Account Owner component to identify the primary owner. 

Steps to Enable

No steps are required to enable this feature.

Key Resources

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

Extract Integration and User Key Values

Use of source keys when updating records is always recommended, as not all objects support update when you supply only user keys. However, some objects are created without source keys. For example, you cannot specify source keys for any objects that you create in the user interface. Also, you can create many objects using HCM Data Loader without specifying source keys. For objects without source keys, default source keys are generated automatically. So that you can obtain the values of source keys that were generated automatically and use them when updating objects, a new HCM extract is provided.

The Integration Object User Key Map Extract extracts the Oracle Fusion GUIDs, source keys, surrogate IDs, and user keys for a specified business object. For example, you can extract all key values for all instances of the Worker business object. To identify the business object, you specify its file discriminator. You can limit the extract to specific components of the business object by specifying a component file discriminator value. For example, you could specify the WorkRelationship file discriminator to extract keys for the Work Relationship component of the Worker business object. You can also:

Before each use of this extract, you must submit the Integration Object User Key Refresh extract to retrieve latest values of user keys for relevant objects.

Submitting the Integration Object User Key Map Extract

Steps to Enable

Before first use of both extracts, you copy the predefined extracts, configure the copies, and define a delivery option.

Key Resources

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

Test HCM Data Loader Process Flow and Connections

In a new environment, you may want to test HCM Data Loader end-to-end processing without creating unwanted data. Once you are sure that HCM Data Loader processing and connections are working as expected, you can load your own data with confidence. To enable you to perform this testing, HCM Data Loader provides:

When you run the Test HCM Data Loader Process Flow and Connections process, it:

  1. Generates a file of MERGE instructions for the Example Object
  2. Adds the ExampleObject.dat file to the Example Object||<date and time>||.zip file
  3. Uploads the .zip file to the hcm/dataloader/import directory on the Oracle WebCenter Content server
  4. Initiates HCM Data Loader to import and load the file
  5. Provides a log file

The Example Object data is committed to its own tables, and no data is committed to the application tables. Some objects fail to load, so that error reporting is also tested. You can view progress and results on the Import and Load Data page.

You should also run this process after testing to delete the test data and associated data sets. In this case, the process generates a file of DELETE instructions, adds the file to the DeleteExampleObject||<date and time>||.zip file, and uploads it. 

Submitting the Test HCM Data Loader Process Flow and Connections Process

You can review the structure and attributes of the Example Object on the Business Object Details page in the Data Exchange work area.

The Component Hierarchy of the Example Object

The example object:

You can also generate a template file for the example object.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Although an Example Object Translation object exists, no translation data is generated.

HCM Common Features

This section covers features used across all HCM Applications.

Secure Access to Position Records Using Areas of Responsibility or the HCM Position Hierarchy

For improved performance, you can secure access to position records using areas of responsibility. The position security profile pages now include an Area of Responsibility section, where you select the responsibility type and a single responsibility scope. For example, you could set Responsibility Type to Human resources representative and Scope of Responsibility to Department.

The Area of Responsibility Section in the Position Security Profile

If a worker later becomes responsible for positions in a different instance of the same scope (for example, a different department), then you need to update only that worker's area of responsibility. The position security profile remains valid without update. You can also create a single HCM data role to include a position security profile of this type and assign it to multiple representatives. In addition:

Creating a position security profile is now a two-step process. Once you have defined your security criteria, you click Next to open the Create Position Security Profile: Preview page. You can review the automatically generated SQL predicate for your security criteria on the SQL Predicate for Position Access tab on this page.

The SQL Predicate for Position Access Tab

You can also test the access provided by the security profile before you save it. On the Position Access Preview tab of the Create Position Security Profile: Preview page, you can select a user and click Preview to see the number of position records that this security profile enables the user to access. You also see the name and type of the user's areas of responsibility, if any. You can then identify individual position records to which the security profile provides access by searching for them. The search is based on criteria such as position name, business unit, and incumbent, and is performed within the set of position records that was returned by the Preview action. 

Note that the results from the Position Access Preview are based on the current position security profile only. Users may have many roles that provide access to other position records.

When you create position security profiles in HCM data roles, you can secure access to position records using areas of responsibility. The Position sections of the Create Data Role: Security Criteria and Assign Data Role: Security Criteria pages now include the option to secure access by area of responsibility.

The Position Section of the Create Data Role Task Flow

Related import and export services and audit of position security profiles also support areas of responsibility.

Depending on the setting of the Position Hierarchy Configuration options on the Manage Enterprise HCM Information page, you can secure access to position records using the HCM Position Hierarchy.

Position Hierarchy Configuration Options

The settings of these options determine which fields appear in the Position Hierarchy section of the Create Position Security Profile page.

The Hierarchy Type Field in the Position Hierarchy Section

When you edit an existing position security profile, the enterprise options have no effect. If the existing position security profile:

When you secure by position hierarchy, you can specify the top position in the hierarchy. More options for specifying the top position are available in this release. This enhancement enables you to specify the top position more precisely.

Top Position Selection

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Existing position security profiles are unaffected by the enhancements to support areas of responsibility. Customers upgrading to Release 13 continue to see all sections of the position security profile pages, plus the new Area of Responsibility section. When you select the Area of Responsibility section in a new or existing position security profile, the Position Hierarchy and Workforce Structures sections become unavailable. These criteria are incompatible with securing by area of responsibility.

The values that you select in the Position Configuration Options section on the Manage Enterprise HCM Information page determine which fields appear in the Position Hierarchy section of the Create and Edit Position Security Profile pages.

Securing access to position records using position trees will be deprecated in a future release, so consider moving to the HCM Position Hierarchy as soon as your plans allow.

Reduce Transfer Time by Compressing and Encrypting Extracts

Use the new values in the Compress field when delivering files to compress and encrypt your extracts more efficiently.

The Yes Compress First option is the most efficient way to ensure your extract runs quicker because the compression results in a smaller file which allows the virus scan to run effectively therefore reducing  the overall time it takes to transmit the file to its final destination. With this option the application compresses the file first and then encrypts it.

The Yes Encrypt First option is existing behavior for delivery options that have both encryption and compression options set up. With this option, the application encrypts the file first and then compresses it.

Manage HCM Extract Definition Delivery Options User Interface with Compress List of Values

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

It is an Oracle best practice to choose the Yes Compress First option.

Regenerate Multiple HCM Data Roles

You must regenerate an HCM data role if changes are made to the role hierarchy of its inherited job role. Regenerating a role updates its data security policies to reflect the latest role hierarchy. If you fail to do this, then users may not have the required data access. For example, if you remove an aggregate privilege from a custom job role, then you must regenerate any data role that inherits that job role. Similarly, if a predefined role is updated to support new functionality, then you must regenerate any associated data roles when you upgrade. This requirement applies also to any changed abstract role, whether custom or predefined, that has directly assigned security profiles.

Until now, you could regenerate data and abstract roles individually by editing them on the Manage Data Roles and Security Profiles page. From this upgrade, you can regenerate data and abstract roles in bulk using the Process Grants Regeneration process. To run this process, you click the Resubmit All Roles button on the Manage Data Roles and Security Profiles page.

Resubmit All Roles on the Manage Data Roles and Security Profiles Page

NOTE: The Resubmit All Roles button does not appear by default. You must configure the page to add the button.

When you click Resubmit All Roles:

  1. The Process Flow page opens. Click the Process Grants Regeneration process name on that page to open the Schedule: Process Grants Regeneration page.

The Schedule: Process Grants Regeneration Page

  1. In the Process Flow field, you can supply any value that helps you to identify this run of the process. For example, enter Regenerate All Human Resource Specialist Data Roles.
  2. In the Mode field, identify the roles to regenerate. Using this process, you can regenerate:
    • Any data role that inherits a specified job role directly. For example, you can regenerate any data role that inherits the Human Resource Specialist job role directly.
    • A specified data role.
    • A specified abstract role.
    • All roles with assigned security profiles.
  3. If you are regenerating a named role, then identify it in the Role field.
  4. Select a Run value and click Submit.

On the Process Flow page, the processing information refreshes automatically while the process is running. When the process completes, click the process run name to see the results. The Process Flow page shows the name that you specified for this run. The Process Results section of the page lists all roles that were processed and indicates whether the regeneration succeeded.

For enterprises with many data roles, this process is a major enhancement. It enables you to both perform the regeneration task efficiently and be sure that all data roles requiring regeneration are identified. The post-upgrade task of regenerating updated, predefined roles is also now much easier to complete. For example, if the predefined Benefits Specialist role is updated in an upgrade, then you can easily regenerate any data role that inherits that job role.

Steps to Enable

You enable users to run the Process Grants Regeneration process by adding the Resubmit All Roles button to the Manage Data Roles and Security Profiles page. Follow these steps:

  1. Sign in with these roles or privileges:
    • IT Security Manager
    • Application Implementation Consultant or Human Capital Management Application Administrator
  2. Create and activate a sandbox.
  3. In the Navigator, select Workforce Structures.
  4. In the Tasks panel tab of the Workforce Structures work area, select the Manage Data Roles and Security Profiles task. (Do not select this task in the Setup and Maintenance work area. You must select it in the Workforce Structures work area.)
  5. In the Settings and Actions menu in the global header, select Customize Pages... to open the Page Composer.
  6. In the Customize Pages dialog box, select the Site layer and click OK.

The Customize Pages Dialog Box

  1. From the View menu in the Page Composer, select Source. This option opens a source-code section at the bottom of the page.
  2. Expand the source-code section to show more of the content.
  3. Move the cursor to the Manage Data Roles and Security Profiles page header and left-click. In the warning about editing a shared component, click Edit. (You are not editing the page header, but this approach provides a quick way to find the Resubmit All Roles button in the source code.)
  4. The toolbar component that contains the Resubmit All Roles button opens in the source-code section.

The Source-Code Section Showing the Resubmit All Roles Button

  1. In the source-code section, right-click the commandToolbarButton: Resubmit All Roles entry and select Show Component. The Resubmit All Roles button now appears on the Manage Data Roles and Security Profiles page.  

Resubmit All Roles on the Manage Data Roles and Security Profiles Page

  1. Close the Page Composer.
  2. Select the sandbox, click More, and publish your changes.

The Resubmit All Roles button is now available to all users of the Manage Data Roles and Security Profiles page to regenerate data and abstract roles.

Tips And Considerations

You can continue to regenerate data and abstract roles individually by editing them on the Manage Data Roles and Security Profiles page. Alternatively, you can use the Process Grants Regeneration process to regenerate one or more roles.

If you regenerate all roles, then the secured access for all roles is recalculated and the secured access of all users is refreshed. If you made changes to a role hierarchy previously but did not regenerate the role, then any associated changes in access will take effect when the regeneration of all roles completes.

Key Resources

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

Update 17B

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
08 DEC 2017 HCM Common Features: Transaction Console

Document updated. Added feature delivered in update 17B.

07 APR 2017   Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in Oracle HCM Cloud Release 13.  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.

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

Suggested Reading for all HCM 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):

Additional Optional Reading:

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 Global HR Cloud What’s New for Release 13 in the body or title of the email.

Release Feature Summary

Action Required to Enable Feature

Feature

Automatically Available

End User Action Required

Administrator Action Required

Oracle Service Request Required

HCM Common Features

Application Security

Database Resource Perspective of Data Security Policies

Enhanced Role Comparison

HCM Data Loader

Automatic Calculation of the Optimal Load Group Size

Message Display in User’s Language

HCM Common Features

Anytime Feedback

Transaction Console

Role Information

HCM Common Features

Application Security

Oracle Fusion Applications Security provides a single console where IT Security Managers and IT Security Administrators can perform various functions including user lifecycle management, role definition, security policy management(both functional and data), role hierarchy maintenance, user name 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.

Database Resource Perspective of Data Security Policies

You can analyze data security policies by database resource. You can view the roles that are authorized to the database resource and the users that are authorized to the database resource. You can export the information displayed in the tables.

Database Resources Page Showing Data Security Policies

Database Resources Page Showing Authorized Roles

Database Resources Page Showing Authorized Users

Steps to Enable

No steps are required to enable this feature.

Enhanced Role Comparison

You can copy function and data security policies from the first role to the second role during role comparison. You can export the data displayed in the role comparison results table.

Move Function and Data Security Policies from First Role to Second Role

Export of Role Comparison Results

 

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Add to Second Role button is enabled only on the following conditions:

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. 

Automatic Calculation of the Optimal Load Group Size

When you load business objects using HCM Data Loader, the load-group size is the number of business objects processed as a single unit of work on a single thread. In Release 12, you could specify a default load-group size for the enterprise on the Configure HCM Data Loader page.

Load Group Size on the Release 12 Configure HCM Data Loader Page

You could also override the enterprise load-group size on the Schedule Request page for individual import and load requests.

To reduce the elapsed time for a load to complete, the objects to be processed must be distributed evenly among the available threads.  From Release 13, you no longer need to set the Load Group Size parameter in an attempt to achieve this even distribution. The optimal load-group size can now be calculated automatically based on the number of objects to process and the available concurrent threads. To enable automatic calculation of the load-group size, you set the Enable Load Group Size Calculation parameter to Yes on the Configure HCM Data Loader page.

Enable Load Group Size Calculation on the Release 13 Configure HCM Data Loader Page

When Enable Load Group Size Calculation is set to Yes, the size of the load group is calculated automatically and the Load Group Size parameter does not appear on the Schedule Request page. The default Load Group Size value is ignored.  Otherwise, Load Group Size continues to appear on the Schedule Request page.  You can still specify a LoadGroupSize parameter on the importAndLoadData web service. In this case, any value that you supply is used.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

You are recommended always to allow the load-group size to be calculated automatically.

Message Display in User’s Language

Until this release, all HCM Data Loader messages on the Import and Load Data page were displayed in the language of the user who submitted the relevant request. For example, if a user whose session language was American English submitted an import and load request, then any associated messages were in American English, regardless of the language of the user viewing those messages.

From this release, HCM Data Loader messages can appear in the language of the signed-in user. For example, if the signed-in user is French, then HCM Data Loader messages can appear in French, regardless of the language of the user who submitted the relevant request. To enable messages to appear in the language of the signed-in user, you set the Enable UI Message Translation parameter on the Configure HCM Data Loader page to Yes.

Enable UI Message Translation on the Configure HCM Data Loader Page

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Users can select a session language and see the default language by selecting Set Preferences from the Settings and Actions menu in the global header.

HCM Common Features

This section covers features used across all HCM Applications.

Anytime Feedback

The Feedback feature enables users to provide recognition or send real time feedback using Person Spotlight or the person smart navigation window.

You can create feedback for yourself or any other person to whom you have data security access. You can edit and delete feedback that you create. When you create a note, you set the visibility to one of the following:

A person who receives feedback and the HR specialist who has administrative oversight of the person can hide feedback, if the content isn't appropriate. The person who hides the note can unhide the note, but no one else can unhide it. The note author can view the note and see that it's hidden.

Anyone can Enter Feedback about a Worker and Set the Visibility for the Appropriate Audience

You can configure the application to notify workers and their managers when workers receive feedback. Use the Manage Talent Notifications task to enable or disable notifications sent to the manager or worker. The settings affect all workers and managers throughout the application.

You can also create and manage feedback in the following business processes:

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

For more information, see the following topics in Applications Help:

Transaction Console

The Transaction Console provides enhanced diagnostic information and superior search capabilities that enables HCM Administrators to:

Steps to Enable

No steps are required to enable this feature.

Role Information

Role: Human Capital Management Application Administrator

Privileges:

Role Information

For some Release 13 functions, new aggregate privileges, function security privileges, and transaction analysis duty roles have been added to predefined roles, such as Employee and Human Resource Specialist.

If you are not using the predefined roles, then you need to add the new security privileges to your custom roles. Details of this step are provided for each function.  

If you are using the predefined roles and plan to use the new functions, then you must regenerate the relevant predefined roles to update their data security policies. You need to perform this step for:

Key Resources

For instructions on regenerating roles, see the Securing Oracle HCM Cloud guide on the Oracle Help Center.