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
30 MAR 2018 March Maintenance Pack for 17D Revised March Maintenance Pack for 17D.
19 JAN 2018 February Maintenance Pack for 17D Delivered new features in February Maintenance Pack for 17D.
21 DEC 2018 Update 17D Revised update 17D.
25 AUG 2017 Update 17C Delivered new features in update 17C.
26 OCT 2018 Update 17B Revised update 17B.

March 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
30 MAR 2018 Learning Cloud: Create a Direct Link to Learning Item Updated document. Feature delivered in update 17D.

30 MAR 2018

Learning Cloud: Create an Offering Assignment When Editing Course Assignment

Updated document. Feature delivered in update 17D.

23 FEB 2018   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 HCM 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

Learning and Development

Learning Cloud

Create a Direct Link to Learning Item

Create an Offering Assignment When Editing Course Assignment

Learning and Development

Learning Cloud

Oracle Learning Cloud enables you to make a transformational shift in learning delivery. Subject matter experts in your organization can easily publish videos and assemble tutorials to deliver on-demand and social learning. Collaboration features encourage continuous community feedback.

Create a Direct Link to Learning Item

Use Page Composer to display a link to a learning item. You can then copy and paste this link to an email message or notification. Recipients can use the link to get direct access to the learning item from the email or notification.

Link to a Learning Item

Steps to Enable

To make a learning item link visible to learners, place a direct link to the learning item on a Learning Cloud page using Page Composer.

  1. Open Page Composer in Source View mode, and select the area in which you want to place a learning item link.
  2. Add the HTML element to the page.
  3. Edit the HTML element.
  4. Select the Expression Builder for the Value.
  5. Copy and paste the Deep Link Page Composer snippet.
  6. Close the configuration window and confirm that the link displays in Source View mode.
  7. Close Source View mode, and confirm the link displays properly on the page to end users.

Tips And Considerations

A good place to put the link is in a panelGroupLayout: vertical layout.

Create an Offering Assignment When Editing Course Assignment

View and add offering assignments when you are editing an assignment at the course level. This allows you to quickly and easily sign a learner up for an offering if they were not already signed up as part of the course assignment.

Create an Offering Assignment

Steps to Enable

No steps are required to enable this feature.

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

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

Talent Review and Succession Management

Succession Management

HCM Data Loader for Succession Plans

Talent Review and Succession Management

Succession Management

Oracle Fusion Succession Management helps to create succession plans to replace key personnel. Succession plans identify workers who are ready now, or can develop the necessary skills, for jobs and positions that aren't currently vacant, ensuring, a smooth transition and help you to manage candidate development.

HCM Data Loader for Succession Plans

You can streamline the mass upload of succession plans using HCM Data Loader and HCM Spreadsheet Data Loader.  You can upload new plans and existing plans, and update data for existing plans, such as candidates and related candidate information. Using HCM Data Loader and HCM Spreadsheet Loader reduces the likelihood of errors that can occur when manually entering the data.

To use HCM Data Loader use the Initiate Data Load task in the Data Exchange work area. Use the SuccessionPlan.dat file. To use HCM Spreadsheet Data Loader, in the Data Exchange work area you must first create a spreadsheet, then upload it using the Load Spreadsheet Data task.

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information go to Application Help for the following topic:

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
21 DEC 2018 Talent Management: Integrate Common Employment Data with Performance Approval Rules

Updated document. Feature delivered in update 17D.

21 DEC 2018

Performance Management: GetManager Function for Performance Approval Rules

Updated document. Feature delivered in update 17D.

29 JUN 2018

Talent Review: Search for Review Population Default Change

Updated document. Feature delivered in update 17D.

25 MAY 2018 Talent Review: Deep Link Support

Updated document. Revised feature description.

08 DEC 2017 Goal Management: Submit Goal Plans for Approvals Without the Preview Step

Updated document. Revised feature information.

20 OCT 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.

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

Talent Management

Email Notifications Based on Reports

Integrate Common Employment Data with Performance Approval Rules

Career and Succession

Career Development

Add Development Goal Action in the Person Smart Navigation Window

Update Career and Work Preferences in Career Development

New Security Privileges for Securing Career Developement

User Access to a Worker Development Plan on the Person Spotlight Page

Talent Review

Deep Link Support

Duplicate Talent Review Meeting Configuration

Meeting ID Parameter Support

Search for Review Population Default Change

Succession Management

Succession Plan Descriptive Flexfield Support

Succession Plan Filtering

Performance Management

Goal Management

Submit Goal Plans for Approvals Without the Preview Step

Goal Plan Set Assignment Algorithm Changes

Extended Set of Person Search Fields in Administrative Tools

Performance Management

New Notifications for Share Action in Task to Set Goals

Update in Use Performance Templates

Add Participant Process Simplification

Auto-Submit Approval Tasks

Control Edits to Manager Evaluations when Submitted

Anytime Document

GetManager Function for Performance Approval Rules

Transactional Business Intelligence

Performance Management

Enhanced Subject Area for Goal Management and Performance Rating

Learning Management

Enhanced Subject Area for Learning Management - Legacy Learning Items

Sample Reports for Learning Management

Talent Management

This section is for features that are used across all of the Talent Management products.

Email Notifications Based on Reports

You can now use enhanced email notifications for HCM workflow and approval notifications. Use standard Oracle Business Intelligence (BI) Publisher templates to generate mobile friendly email notifications. You can customize the delivered templates to display information based on your business requirements and policies. You configure profile options to enable your customized report templates to take the place of the delivered notifications.

Email notifications are available for the following business processes:

To customize the report templates, you download the templates from the BI Publisher server and use Microsoft Word to edit them. You upload the edited templates back to the BI Publisher server. The table shows the templates that are available for each business process, and the data models associated with each.

Business Process Templates (Data Models)
Career Development

CareerDevelopmentApprovalFYIReport (CareerDevelopmentApprovalNotificationDM)

CareerDevelopmentApprovalReport (CareerDevelopmentApprovalNotificationDM)

CareerDevelopmentFYINotification (CareerDevelopmentFyiDM)

Goal Management

PerformanceGoalApprovalNotificationsReport (PerformanceGoalApprovalNotificationsDM)

PerformanceGoalNotificationsReport (PerformanceGoalNotificationsDM)

Performance Management

PerformanceApprovalNotificationsReport (PerformanceApprovalDM)

PerformanceFyiNotificationsReport (PerformanceFYIDM)

Profile Management

ProfileChangeNotificationReport (ProfileChangeNotification)

ProfilesApprovalNotificationFYIReport (ProfilesApprovalNotificationDM)

ProfilesApprovalNotificationReport (ProfilesApprovalNotificationDM)

Talent Review

TalentCalibFYIReport (TalentCalibFYIDM)

To specify the usage of BI Publisher reports rather than the default notifications, configure profile options using the Manage Administrator Profile Values task in the Setup and Maintenance work area. The table shows the profile option codes that determine which business processes use BI Publisher templates for notifications, and the order the application checks to apply them. 

Business Processes Profile Option Code

Profile Option Display Name

Effect

All Talent Management

BIP_EMAIL_NOTIFICATION_HCM_TALENT

BI Publisher Notifications Enabled for Talent Management

The application first checks this setting. If set to true, all Talent Management business processes that can use BI Publisher reports for workflow notifications use them.

All HCM

BIP_EMAIL_NOTIFICATION_HCM

BIP E-MAIL NOTIFICATION PER FAMILY LEVEL

The application checks this setting next. If set to true, all HCM business processes that can use BI Publisher reports for workflow notifications use them.

All Oracle Fusion

BIP_EMAIL_NOTIFICATION

BIP EMAIL NOTIFICATION PER ORACLE FUSION LEVEL

Lastly, the application checks this setting. If set to true, all Oracle Fusion business processes, including those in HCM, that can use BI Publisher reports for workflow notifications use them.

Steps to Enable

To use BI Publisher notifications, you must perform the following prerequisites:

  1. Download and install the Oracle BI Publisher Desktop: http://www.oracle.com/technetwork/middleware/bi-publisher/downloads/index.html.
  2. Download and install the Template Builder for Word to use Microsoft Word to edit the layout templates. To download, install, and set up Template Builder for Word, see Setting Up for RTF and Excel Report Layout Templates: Procedure.
  3. To preview the configured templates, download a local copy of the subtemplate that applies to your own report layout template:
    1. Sign in to the Oracle Business Intelligence Publisher server with the BI Administrator Role to open the Oracle Business Intelligence Home page.
    2. Click Catalog.
    3. In the BI catalog, go to Shared Folders>Common Content>Templates for the predefined subtemplate, or Shared Folders>Custom Common>Content Templates if you're using a modified custom subtemplate.
    4. Click Edit for Workflow Notification Subtemplate.
    5. In the Templates section, click the link in the Locale column.
    6. Save the subtemplate .rtf file to your computer.

You must also configure the profile options to use BI Publisher for notifications:

  1. Click Navigator > Setup and Maintenance.
  2. On the Setup page, click the Tasks panel drawer.
  3. In the Tasks panel drawer, click Search.
  4. In the Search text box, enter Manage Administrator Profile Values and click the Search icon.
  5. Click Manage Administrator Profile Values.
  6. On the Manage Administrator Profile Values page, in the Profile Option Code field, enter BIP_EMAIL and click Search.
  7. In the Search section, select the following to true:

Tips And Considerations

Key Resources

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

Integrate Common Employment Data with Performance Approval Rules

You can now create more specific Talent Management approvals by integrating common employment data in your approval rules. Use the BPM Worklist to edit approval rules and access attributes related to common employment data for Profile Management, Performance Management, Goal Management and Career Development.

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information about creating business rules, see the Fusion Middleware User's Guide for Oracle Business Rules. 

Career and Succession

Career Development

Oracle Fusion Career Development provides tools for workers and managers to manage their career interests and development plan. These tools include:

Add Development Goal Action in the Person Smart Navigation Window

HR Specialist and Managers can now add and assign development goals directly from the person smart navigation window. Workers can also use this action to add development goals to their development plan. This action is available based on your role and security privileges.

In the person smart navigation window, select Talent Management and click Add Development Goal.

Add Development Goal Action is Available in the Person Smart Navigation Window

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

The Add Development Goal action is available in the smart navigation window only if your role is assigned a person security profile that allows access to the worker’s data and inherits one of the following aggregate privileges:

Update Career and Work Preferences in Career Development

A new Career Preferences infotile is now available in the My Career Development work area. You can view or update the career statement, work preferences, and career preferences using this infotile. The updates are recorded centrally to Person Profile.

View or Update the Career Statement and Career and Work Preferences Using the Career Preferences Infotile

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

New Security Privileges for Securing Career Developement

Career Development data and functions are now secured with new aggregate privileges. You can create new roles and provide the View or Manage access to a worker's career development plans.

By default, these new privileges are assigned to the Line Manager, HR Specialist, and Worker roles. If you are using user-defined roles, you must assign the following appropriate privileges:

Steps to Enable

If you are using seeded roles, there are no steps necessary to enable this feature. If you are using user-defined roles, you must add the appropriate privileges to enable access to Career Development.

User Access to a Worker Development Plan on the Person Spotlight Page

You can access a worker's career development plan  using the Person Spotlight page. To access the Career Development tab on the Person Spotlight page, your role must have a security profile that allows access to the worker's data and must inherit one of the following aggregate privileges:

Career Development Tab is Available in the Person Spotlight Page

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Talent Review

Oracle Fusion Talent Review is an analytic product enabling your organization to review and evaluate data from the profile, performance, goals, and compensation management solutions.

Deep Link Support

You can simplify the navigation for creating succession plans and talent pools by using deep links. With deep links, you can access your tasks from another application. You can use deep links to bypass the Succession Planning Overview page and go directly to the Create Succession Plans page to create succession plans or the Create Talent Pools page to create talent pools.

Use the Deep Link task in the Tools menu in the Navigator to create deep links. As an application implementation consultant, HR specialist, or line manager, you can copy a deep link and paste it in another application. Simply copy the URL from the Deep Links page and use it in your external portals as is.

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information go to Application Help for the following topic:

Duplicate Talent Review Meeting Configuration

You can more quickly configure a new talent review meeting using the Duplicate action to copy an existing meeting. Select an existing meeting and select the Duplicate action. You enter a name for the new meeting, and then can optionally duplicate the meeting participants, review population, succession plans, and talent pools, or add them manually using the guided process if they’re different than the original meeting. You can also edit other meeting attributes before saving the new meeting.

With the Duplicate Action You Can Copy a Meeting, and Select the Attributes to Copy

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

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

Meeting ID Parameter Support

You can add the new MEETING_ID parameter to analyses you have added to your talent review meeting dashboard. Using this parameter allows you to run the analysis for your entire review population instead of having to select each individual reviewee in your n-box.

Create the analysis in Oracle Transactional Business Intelligence (OTBI), and add the MEETING_ID parameter to it, along with any other attributes you need for the analysis. On the Talent Review dashboard, add the analysis to the meeting using Oracle Page Composer. Select the analysis in the Reports and Analytics section of the Talent Review dashboard.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Search for Review Population Default Change

Simplify the way you search and add your review population using the new All Reports default for the Worker field. The All Reports view displays a list of all direct and indirect reports of managers. To view the search results hierarchically as in the past with the Direct Reports default, use the Page Composer to show the View as Tree component.

From this release, while creating or editing a talent review meeting, when you use the Search and Add feature to add workers to the review population and opt to view all reports, the search results will be displayed by default in a list view.

Select and Add Workers Search Results - List View

The list view reduces the time to retrieve search results considerably. The search results appear ordered alphabetically by the worker name. You can sort the search results by the manager name by clicking the column header.

To view the search results hierarchically as in the past, use Page Composer to add a toggle button in the Select and Add: Workers window. This will enable you to switch between the list view and tree view. But, if you enable the tree view, retrieving search results may take more time and you may not be able to correctly filter indirect reports. For example, if you want to filter all reports of a business leader to view only those at the Junior Manager Management Level, the indirect reports whose managers are at a different management level will not be displayed.

Perform the following steps to add the toggle button:

  1. Sign in to the application as a user with configuration privileges.

  2. In the Setting and Actions menu, in the Administration section, select Manage Sandboxes.

  3. Create and then activate a sandbox.

  4. Go to the Talent Review Overview page.

  5. Edit a meeting.

  6. Navigate to the Select Review Population page.

  7. In the Setting and Actions menu, in the Administration section, select Customize Pages.

  8. In the Customize Pages window, select the customization level as Site.

  9. Select the View as Source.

  10. Click Select and Add.

  11. In the Confirm Shared Component Edit dialog box, select the Do not ask next time check box and click Edit.

  12. Expand the source, scroll down, and locate the applicationsTable component.

  13. Click the applicationsTable component and then click Edit Component.

Component in Source

  1. Scroll down in the source window, right-click the commandToolBarButton: View as Tree component and click Show Component.

View as Tree Component in Source

  1. Close Page Composer.

  2. Click Select and Add to verify that the View as Tree toggle button is added in the Select and Add: Workers window.

Select and Add: Workers Window with View as Tree Button

  1. Publish the sandbox.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

For more information on working with sandboxes, refer the following topics in the Applications Help:

Succession Management

Oracle Fusion Succession Management, allows you to create succession plans to replace key personnel. Succession plans identify workers who are ready now or can develop the necessary skills, for jobs and positions that aren't currently vacant, ensuring, a smooth transition and help you to manage candidate development.

Succession Plan Descriptive Flexfield Support

You can use user-defined descriptive flexfields to capture additional information about succession plans. Now you can enter more information on the plan level by adding your own descriptive flexfields.

The new descriptive flexfield is: HRM_PLANS. The descriptive flexfields for succession plan details that you enter appear in the Additional Information section on the Create Succession Plan: Enter Details page. The Additional Information section for the plan can also be viewed in these locations:

Descriptive Flexfields Allow You to Capture More Information About Succession Plans

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

For more information go to Application Help for the following topics:

Succession Plan Filtering

You can simplify your succession plan search by using the new filtering panel on the Succession Plans page. Using the filtering panel reduces the number of plans that appear on the Succession Plans page.

You can filter plans using the following criteria:

Use the Filters to Search for Plans According to Criteria You Specify

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

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

Performance Management

Goal Management

Oracle Fusion Goal Management  lets you transform business objectives into goals across various organization levels, providing a clear line of sight from managers to employees. Business leaders can communicate high-level initiatives, which managers can translate into goals for their employees.

Submit Goal Plans for Approvals Without the Preview Step

You will find it quicker to submit your worker goal plans for approvals. You can remove the step to preview goal changes in a worker goal plan when submitting the goal plan for approvals on the My Goals page. You must use Oracle Page Composer to configure the Submit for Approval button on the My Goals page for the submission of goal plans for approval. You configure the page to hide the existing Submit for Approval button and display the hidden single-click button.

Submit for Approval Button on the My Goals Page

Steps to Enable

To enable a worker to submit a goal plan for approval on the Goals page by removing the preview step:

  1. Sign in as a user who has the privilege to customize the My Goals page displaying the Submit for Approval button. Note: You must set a sandbox as active, if not already done, to customize the Team Talent page of reports.
  2. Select Navigator > About Me > Goals.
  3. Click the user name, and select Customize Work Area Pages from the Settings and Actions menu. Note: If the Confirm Task Flow Edit dialog box appears anytime during this procedure, click Edit to continue.
  4. On the Customize Pages dialog box, select the Edit option for the Site layer and click OK.
  5. Click the Structure tab.                                                                                                                                                

Tip: By default, the Dock window is collapsed in the bottom position. To see the source content, you may need to drag the page splitter.

  1. On the Goals page, click Submit for Approval. The source tree moves to the Submit for Approval component.  

      

                Submit for Approval Component

  1. Select the commandLink component for the Submit for Approval component.

         

                    CommandLink Component

  1. Right-click the component and select Edit. The Component Properties: commandLink dialog box appears.
  2. In the Show Component field of the dialog box, click the Edit drop-down icon and select Expression Builder. The Expression Editor dialog box opens.                                    

Expression Builder Option on the Edit Drop-Down Icon

  1. In the Type a value or expression field, add the expression and (1 == 2) to the existing expression. The field should include the following text: #{pageFlowScope.pParentFlow == 'WORKER_HOME' and bindings.SubmitApprovalEnabled.inputValue == 'REQUIRE' and (1 == 2)}
  2. Click OK to return to the Component Properties: commandLink dialog box.
  3. Click Apply and then click OK to close the dialog box.Select the commandLink component after the Submit for Approval component.

The CommandLink Component After the Submit for Approval Component

  1. Right-click the component and select Edit. The Component Properties: commandLink dialog box appears.
    1. In the Show Component field, click the Edit drop-down icon and select Expression Builder. The Expression Editor dialog box opens.
    2. In the Type a value or expression field, delete the expression and (1 == 2) from the existing expression. The field should include the following text only: #{pageFlowScope.pParentFlow == ‘WORKER_HOME’ and bindings.SubmitApprovalEnabled.inputValue == ‘REQUIRE’}
    3. Click OK to return to the Component Properties: commandLink dialog box.
    4. Click Apply and then click OK to close the dialog box.
  2. Click Close to close Page Composer.
  3. Publish your sandbox to make the customization available to users who are workers.

Key Resources

For more information go to Application Help for the following topic:

Goal Plan Set Assignment Algorithm Changes

The application now assigns the status as active or inactive for goal plan sets, using a more robust and faster algorithm. The earlier algorithm of deciding the goal plan set status by comparing the dates of goal plan sets is now replaced with the algorithm of comparing unique identifiers of review periods associated with the goal plan sets.

Steps to Enable

No steps are required to enable this feature.

Key Resources

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

Extended Set of Person Search Fields in Administrative Tools

When searching for performance goals data, you can now use the following extended person-related search fields in all the administrative pages:

  1. Worker Name
  2. Manager Name
  3. Person Number
  4. Job
  5. Department
  6. Email
  7. Position
  8. Business Unit
  9. Location
  10. Assignment Name
  11. Assignment Status
  12. Assignment Number

The Search Area Displays the Extended Person-Related Fields

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Performance Management

Oracle Fusion Performance Management supports features and functions for measuring and reporting worker performance.

New Notifications for Share Action in Task to Set Goals

You can improve collaboration during the Set Goals task by enabling notifications when the worker or manager performs the Share action. The Share action unlocks the set goals task when the worker or manager has finished making edits. You can enable separate notifications to send to the manager when the worker uses the Share action, send to the worker if the manager uses the Share action. Workers and managers can add comments to send with the notifications. Notifications include both email and worklist notifications. To enable the notifications, use the Manage Talent Notifications task in the Setup and Maintenance work area.Select the following notifications:

Select the Notifications to Alert Managers and Workers When the Set Goals Task is Shared

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

For more information go to Application Help for the following topic:

Update in Use Performance Templates

You can edit in use performance templates to update attributes that are used in all performance documents created from the template. Enable or disable star ratings, displaying calculated ratings, or allowing goal weight updates. You can change warning and error requirements for rating and comments in the Performance Goals, Development Goals, and Overall Summary sections and visibility of participant names and roles.  For the Questionnaires section, you can change the visibility of questionnaires, participant names and roles.

When you save the updated performance template, a dialog box opens so you can review your changes. When you click OK, a process job runs automatically to update all performance documents created from the performance template with the new configuration.

To edit an existing performance template, use the Manage Performance Template task. Select a performance template to open it, or use the Edit action.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

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

Add Participant Process Simplification

You can manage participant feedback more easily. Using the enhanced Add Participants action, you can search for and add direct reports of the worker being evaluated, and add participants you’ve previously selected to add them again with a new request role. Send requests for participant feedback to individuals using the new Send Request button in the participant table. For group requests, you can continue to use the Send Requests button at the table level. To make it easier to see, the Feedback Received table and Role Description information was moved onto the Manage Participant Feedback page from the panel drawer.

Use the Enhanced Add Participants Action to  Quickly Search for and Add Participants

The Feedback Received and Role Description Were Moved to Make Them More Visible

Steps to Enable

No steps are required to enable this feature.

Key Resources

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

Auto-Submit Approval Tasks

You can configure performance process flows to skip the action of submitting performance documents for approval. By enabling auto-submit for approval tasks, when the preceding task is completed the approval task submits automatically. Managers don’t have to manually submit the approval task from the Performance Management work area.

Steps to Enable

  1. Click Navigator > Setup and Maintenance.
  2. On the Setup page, click the Tasks panel drawer.
  3. In the Tasks panel drawer, click Search.
  4. In the Search text box, enter Manage Performance Process Flows and click the Search icon.
  5. Click Manage Performance Process Flows.
  6. On the Manage Performance Process Flows page, click the Create icon.
  7. On the Create Process Flow page, enter information in the Details section.
  8. On the Tasks tab, select the tasks required for your business process.
  9. In the Approval, Review and Meetings section, select Include approval processing task.
  10. Optionally, select Include second approval processing task.
  11. Select Automatically submit approvals when preceding task is completed.
  12. Complete the rest of the process flow.
  13. Click Save and Close.

Tips And Considerations

Key Resources

For more information go to Application Help for the following topic:

Control Edits to Manager Evaluations when Submitted

You can prevent additional edits to the manager evaluation after it is submitted to prevent confusion during approval or calibration. Configure the process flow so when managers submit the manager evaluation of workers task, they can’t edit any of the details without HR specialist assistance.

Steps to Enable

  1. Click Navigator > Setup and Maintenance.
  2. On the Setup page, click the Tasks panel drawer.
  3. In the Tasks panel drawer, click Search.
  4. In the Search text box, enter Manage Performance Process Flows and click the Search icon.
  5. Click Manage Performance Process Flows.
  6. On the Manage Performance Process Flows page, click the Create icon.
  7. On the Create Process Flow page, enter information in the Details section.
  8. On the Tasks tab, select the tasks required for your business process.
  9. In the Worker Self-Evaluation and Manager Evaluation section, select Include manager evaluation of worker task.
  10. Select Do not allow additional edit of manager evaluation task when completed.
  11. Complete the rest of the process flow.
  12. Click Save and Close.

Tips And Considerations

The manager can continue the Manager Evaluation of Worker task when the performance document is reopened either because approval is rejected, or because the HR specialist reopens the document using an administrative task.

Key Resources

For more information go to Application Help for the following topic:

Anytime Document

You can now enable workers, managers, and matrix managers to conduct performance evaluations at any time for any time period. By creating an Anytime performance template you can determine the contents of the performance document, and periods when the template is valid, as you do for standard performance documents.

Workers and managers, including matrix managers, can create Anytime performance documents in the Performance Management work area. They select a review period that contains an Anytime performance template, and click Add Anytime Document. They can also create Anytime performance documents from the person smart navigation window using the Talent Management link, or the Quick Links page. HR specialists can use the Create Performance Documents task to create Anytime performance documents.

Workers can only create Anytime performance documents for themselves. In the person smart navigation window, managers and HR specialists can create Anytime documents for subordinates and others in their person and assignment security profile.

When creating an Anytime performance document, you enter information for the document, including the worker name, performance document name, the from and to dates for the document, and the manager name. You can optionally enter an editable description which is appended to the performance document name. Since you can create multiple anytime documents for a worker that have the same performance document name, the editable description provides a way to distinguish them.

Select the Review Period, and Enter Information for the Performance Document When Creating It

To create an Anytime performance template, use the Manage Performance Templates task. On the General tab of the performance template, select the Anytime template type.

Select the Anytime Template Type to Create a Performance Template for Anytime Performance Documents

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

For more information go to Application Help for the following topics:

Role Information

By default, only the HR specialist role can create anytime performance documents. You must add aggregate privileges to the line manager and employee job roles to create anytime performance documents. This table identifies the required aggregate privilege and suggests the target job roles.

Aggregate Privilege Name and Code Job Role

Create Anytime Performance Document

ORA_HRA_CREATE_ANYTIME_PERFORMANCE_DOCUMENT

Line Manager

Employee

GetManager Function for Performance Approval Rules

You can now route approvals for performance documents to the matrix managers that are defined on employees' assignment records. Use the BPM Worklist to edit approval rules.

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information about writing approval rules, see the Fusion Middleware Modeling and Implementation Guide for Oracle Business Process Management, Using Approval Management.

Transactional Business Intelligence

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

Performance Management

Enhanced Subject Area for Goal Management and Performance Rating

Improve your reporting on the performance goals with information on the goal versions based on performance evaluations. You can now join to the Goal Status Overview Real Time and Performance Rating Real Time subject areas with the new dimension 'Performance Goal Version'.

Steps to Enable

No steps are required to enable this feature.

Learning Management

Enhanced Subject Area for Learning Management - Legacy Learning Items

Enhance your reporting using the Learning Management subject area with the addition of Legacy Learning Items. To report on legacy items the Learning Items must be a type of Legacy.

Steps to Enable

No steps are required to enable this feature.

Sample Reports for Learning Management

Enhance your Learning Management reporting with the inclusion of the following sample reports that are seeded in the OTBI web catalog:

This report displays the top 5 learning items that have been abandoned by the learners after starting. On drill down, the details report lists the learning item   details.

This report displays the list of top 5 managers that have workers with incomplete learning items beyond the due dates.

This report displays the count of all the learning items created in the organization across various learning item types in the last 12 months. On the drill down of this report you will see a detailed display of the learning item details.

This is a detailed report displaying the learning item, owner and learner details. This is invoked from the three reports above with different filter conditions based on each main report.

Steps to Enable

No steps are required to enable this feature.

Update 17C

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
25 AUG 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 Talent Management 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

Performance Management

Goal Management

Add Performance Goal Action in the Person Smart Navigation Window

Performance Management

Development Goals in the Performance Document

Goal Weights Update from Goal Management to Performance Document

Transactional Business Intelligence for Talent Management

Enhanced Subject Area for Learning

Performance Management

Oracle Fusion Performance Management supports features and functions for measuring and reporting worker performance.

Goal Management

Using Oracle Fusion Goal Management, you can transform business objectives into goals across various organization levels, providing a clear line of sight from managers to employees. Business leaders can communicate high-level initiatives, which managers can translate into goals for their employees.

Add Performance Goal Action in the Person Smart Navigation Window

HR specialists and managers can now add and assign performance goals to workers directly from the person smart navigation window. Workers can also use this action to add goals to their goals list. The availability of this action is dependent on your role and security privileges. To use this action, in the person smart navigation window, select Talent Management and click Add Performance Goal.

Add Performance Goal Action in the Person Smart Navigation Window

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

The Add Performance Goal action is available in the smart navigation window only if your role is assigned a person security profile that allows access to the worker’s data and inherits one of the following aggregate privileges: 

Performance Management

Oracle Fusion Performance Management supports features and functions for measuring and reporting worker performance.

Development Goals in the Performance Document

You can include development goals in the performance document to track and develop worker career development. By creating a Development Goals section to include in the performance document, you can add worker development goals to the performance document. You can also configure the section to add worker development goals directly from the career development business process to the performance document. Development goals you add to the performance document will then also appear in the career development business process.

You configure the Development Goals section to integrate with the career development process by selecting Populate with workers development goals covering any part of evaluation period. You also have the option to:

Create a Development Goals Section to Add it to Performance Documents

Select Options to Add Development Goals from the Career Development Business Process

Steps to Enable

  1. Click Navigator > Setup and Maintenance.
  2. On the Setup page, select the Workforce Development offering.
  3. Select the Worker Performance functional area and then the Manage Performance Template Sections task.
  4. On the Manage Performance Template Sections page, click the Create icon.
  5. On the Create Performance Template Section page, enter the section details.
  6. In the Section Processing section, in the Section Type list, select Development Goals.
  7. In the Ratings and Weighting sections, enter and select the attributes required for your organization's business process.
  8. In the Item Processing section, select Enable items.
  9. In the Ratings and Calculations section, select Rate Items.
  10. Select the rating model required for your organization's business process.
  11. In the Properties section, select any attributes required for your organization's business process.
  12. Select Populate with workers development goals covering any part of evaluation period.
  13. Optionally, select Include future development goals starting after evaluation period.
  14. Optionally, select Exclude inactive development goals.
  15. Complete the Performance Goals section as required for your organization's business process.
  16. Click Save and Close.
  17. On the Manage Performance Template Sections page, click Done.

When completed, add the Development Goals section to the Structure tab of the performance template using the Manage Performance Templates task.

Tips And Considerations

Key Resources

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

Goal Weights Update from Goal Management to Performance Document

You can update goal weights from the goal management business process to performance documents throughout the evaluation period. When enabled in the performance template, the Update Goals and Competencies menu action in the performance document also updates goal weights from the goal management business process. Customers using Goal Management to manage their performance goals can eliminate duplicate work to maintain goal weight information in Performance Document.

In the Performance Goals Performance Template Section You Can Specify to Update Goal Weights from the Goal Management Business Process

Steps to Enable

  1. Click Navigator > Setup and Maintenance.
  2. On the Setup page, select the Workforce Development offering.
  3. Select the Worker Performance functional area and then the Manage Performance Template Sections task.
  4. On the Manage Performance Template Sections page, click the Create icon.
  5. On the Create Performance Template Section page, enter the section details.
  6. In the Section Processing section, in the Section Type list, select Performance Goals.
  7. In the Ratings and Weighting sections, enter and select the attributes required for your organization's business process.
  8. In the Item Processing section, select Enable items.
  9. In the Ratings and Calculations section, select Rate Items.
  10. Select the rating model required for your organization's business process.
  11. In the Properties section select Weight, and any other attributes required for your organization's business process.
  12. In the Section Content section, select Populate with Worker Performance Goals.
  13. Select Allow update goals action to update goal weights from goal management business process.
  14. Complete the Performance Goals section as required for your organization's business process.
  15. Click Save and Close.
  16. Click Done.

When completed, add the Performance Goals section to a performance template.

Tips And Considerations

Key Resources

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

Transactional Business Intelligence for Talent Management

Enhanced Subject Area for Learning

Improve your reporting on workers learning assignments with the addition of new dimensions that support worker evaluations on courses and classes. Included Communities as a new learning item with additional attributes related to communities learning item. A new dimension that provides information about rules configured for a learning assignment is also available for reporting

Steps to Enable

No steps are required to enable this feature.

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
26 OCT 2018 Talent Review: Consume Profiles Security

Updated document. Revised feature information.

26 OCT 2018

Profile Management: Person Profile Security Enhancements

Updated document. Revised feature information.

30 MAR 2018 Success Management: Succession Planning Name Change on Smart Navigation Updated document. Revised feature information.
23 FEB 2018 Career Development: Increased Size of Success Criteria and Comments Fields of the Goal Object

Updated document. Revised feature information.

08 DEC 2017 Performance Management:

Application Context Passing to Embedded Reports

Updated document. 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 Talent Management 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

Career and Succession

Career Development

User Access to the Person Spotlight Page of Colleagues

Application Context Passing to Embedded Reports

Performance Management

Increased Size of Success Criteria and Comments Fields of the Goal Object

Profile Management

Person Profile Security Enhancements

Profiles Search Page Enhancements

Talent Review and Succession Management

Consume Profiles Security

Notes Component

Person Spotlight in Talent Review

Succession Planning Name Change on Smart Navigation

Learning and Development

Learning Cloud

Offline Learning on Your Mobile Device

Manage Learning Catalog for Courses and Classes

E-Learning with Support for SCORM 1.2 and 2004

Managing Learning Assignments and Track Completions

Contextual Learning

Performance Management

Goal Management

Increased Size of Success Criteria and Comments Fields of the Goal Object

Application Context Passing to Embedded Reports

Selection of a Worker Goal Plan in the Organization Goal Assignment

Enable Inclusion into Performance Document No Longer Available

Profile Option to Restrict Entry of Decimals for Goal Weights

Productivity Enhancements for Administrative Users

Administer Goals Task Enhancements

Manage Goal Plans Task Enhancements

Manage Goal Plan Sets Task Enhancements

Mass Assign Goals Task Enhancements

Performance Management

Feedback in Performance Documents

Populate Model Profile Competency Weights in Performance Documents

Application Context Passing to Embedded Reports

Talent Management Transactional Business Intelligence

Learn

Enhanced Subject Area: Workforce Learning - Learning Management Real Time

Profile Management

Enhanced Subject Area: Workforce Profiles - Person Profile Real Time

Enhanced Subject Area: Workforce Performance - Performance Document Eligibility Real Time

Enhanced Subject Area: Workforce Performance - Performance Rating Real Time

Succession Management

New Subject Area: Workforce Succession Management - Talent Pools Real Time

Talent Review

Enhanced Subject Area: Workforce Talent Review - Talent Review Meeting Real Time

Career and Succession

Career Development

Oracle Fusion Career Development provides tools for workers and managers to manage their career interests and development plan. These tools include:

User Access to the Person Spotlight Page of Colleagues

You can now access the Person Spotlight page of your colleagues from the Favorites infotile or the Colleagues in This Role section on a role page. Click the link to a colleague’s name to open the colleague’s Person Spotlight page. Depending on your role and security privileges, you can view more details about that colleague on the Person Spotlight page.

Steps to Enable

There are no steps necessary to enable this feature.

Tips And Considerations

You view your colleagues marked as favorites in the Favorites infotile. You access the role page when you click a role in the Careers of Interest or Explore Roles infotile.

Application Context Passing to Embedded Reports

Enrich application pages with context-driven analytics. You can now pass application-specific context variables, such as a requester ID, worker ID, role identifier, or person ID to embedded Oracle Transactional Business Intelligence (OTBI) reports and generate highly relevant insights for managers and workers. Use the Resource Catalog to embed OTBI analyses and configure automatic parameter binding on the following application pages:

Steps to Enable

There are no steps necessary to enable this feature.

Performance Management

Increased Size of Success Criteria and Comments Fields of the Goal Object

Any custom BI Publisher reports referencing SUCCESS_CRITERIA and COMMENTS columns of the HRG_GOALS table should be updated to reference new columns SUCCESS_CRITERIA_TEXT and COMMENTS_TEXT respectively.

The following limitations still exist in the administrative areas for the success criteria and comments fields:

Steps to Enable

There are no steps necessary to enable this feature.

Tips And Considerations

The following limitations still exist in the administrative areas for the success criteria and comments fields:

Profile Management

Oracle Fusion Profile Management provides a common foundation for the Oracle Fusion talent suite of products and other Oracle Fusion applications to retrieve, insert, and update talent profile information. Profile Management also supports the HR specialists, line managers, matrix managers, and employees in performing critical HR talent functions. Managing people and job profiles, career planning functions, managing, and tracking talent data can be also done through Profile Management.

Person Profile Security Enhancements

You can now enforce security for person profiles by:

Depending on the data security policies associated with your job or abstract role, you can access content for a person profile. The security policy can be applied to both custom and predefined roles.

IT Security Managers generate data security policies for defining the type of access to the person profile content. After the person security policy is applied to a role, the person profile content is available on the application pages based on your role privileges.

Manage Profile Content Section Access Setup Task

Steps to Enable

To select the content section access privilege for a role:

  1. Sign in to the application as an IT security manager.
  2. Select Navigator > Setup and Maintenance to open the Setup and Maintenance work area.
  3. In the search field on the Setup and Maintenance page, search for the Manage Profile Content Section Access task.
  4. From the search results, click Manage Profile Content Section Access. The Manage Profile Content Section Access page opens.
  5. In the Content Sections section, search for the custom or predefined content section and click the link to the content section name.
  6. In the Roles section, select the appropriate content section access privileges for the role. If the role is not listed, in the Roles section, click Add. You can then search for and select the role in the Name list. Click Save and Close.
  7. Regenerate data roles.

Tips And Considerations

The security policy and role-based access for the profile content is not applicable to the following features:

Key Resources

For more information go to Application Help for the following topic:

Profiles Search Page Enhancements

HR specialists can now search for profiles by using the enhanced Search: Profiles page. They can perform the advanced profiles search capabilities on the page directly. The basic and keywords-specific profiles searches are no longer available on the search page.

You can expand the content data for a profile in the search results. The content data that is displayed for a profile is based on the content section access security settings for the HR specialist role. The person profiles search results display only those content sections for a person profile that your role have access to.

Search Person Profiles Page

 

Steps to Enable

There are no steps necessary to enable this feature.

Talent Review and Succession Management

Oracle Fusion Talent Review is an analytic product enabling your organization to review and evaluate data from the profile, performance, goals, and compensation management solutions. Using Oracle Fusion Succession Management, you can create succession plans to replace key personnel. Succession plans identify workers who are ready now or can develop the necessary skills, for jobs and positions that aren't currently vacant, ensuring, a smooth transition and help you to manage candidate development.

Consume Profiles Security

Security for ratings in Talent Review and Succession Management are enhanced to enable only designated roles to view and update only those ratings they are granted permission to do so by settings in Oracle Fusion Profile Management. Succession Management and talent pools honor content security defined in Profile Management for both the HR specialist and manager roles. Talent Review uses the new security features for the manager role. For example, if the manager role is not enabled to update or view a particular rating as defined for the content type in Profile Management, managers cannot update the rating in Talent Review and Succession Management.

To implement the security settings, an implementer uses the Manage Profile Content Section Access task to select the roles that can view and edit each content type.

Permission to View and Update Content Type Ratings is Configurable in Profile Management

The table shows the Succession Management and Talent Pools pages and the content types that are affected when you configure security access to content types for managers.

Page

Content Types Affected

Succession Plans Overview

Risk of Loss

Impact of Loss

Reason for Departure

Estimated Remaining Months

Create or Edit Succession Plan: Enter Details

Risk of Loss

Impact of Loss

Reason for Departure

Estimated Remaining Months

Create or Edit Succession Plan: Select Candidates

Risk of Loss

Impact of Loss

Willing to Relocate

Succession Planning tab in Person Spotlight:

Risk of Loss

Impact of Loss

Job Criticality

Create or Edit Talent Pool: Select Members

Risk of Loss

Impact of Loss

Willing to Relocate

In Talent Review, content type security by role is not enforced for HR specialist meeting facilitators on the dashboard, so they can view and update all ratings. However, for the meeting participants, security is enforced for the Prepare Review Content task and the participant view of the dashboard.

For the Prepare Review Content page, participant managers can view and rate only those content types they are allowed to view or edit. The table lists the features and content type behavior on the participant view of the dashboard.

Participant Dashboard Features

Content Type Behavior

Summary

Participants must have at least view access for ratings to see plotted worker markers. To move the markers, managers must have edit access.

Color Coding

For Risk of Loss, Impact of Loss and Mobility, participants can activate the color coding for workers whom they have view access.

Competencies Filtering

Participants can only view competencies for workers the participant can view.

Table View

All reviewees appear in the table view, but the following apply: no ratings appear if the participant does not have view access, read-only ratings appear if the participant has view but not edit access, and participants can rate reviewees if they have edit access.

Find

Workers do not appear in the list or search results for the selected view if the participant does not have view access.

Steps to Enable

To ensure that  the ratings in Talent Review and Succession Management can be viewed or updated only by users with certain designated roles, you need to enforce security for person profiles. For more information on how to do this, see Person Profile Security Enhancements under the Profile Management section of this Talent Management What's New for Update 17B.

Key Resources

For more information, see:

Notes Component

Talent review notes now use the new Feedback feature that is used in Person Spotlight and the person smart navigation window. You continue to manage notes in Talent Review from the dashboard and the Manage Notes and Tasks page. With the updated Talent Review notes component managers and facilitators can enter notes about workers in the review population and control who can see the notes.

You configure the template to add Notes to the talent review meeting. When you create a note, you set the visibility to one of the following:

NOTE: The HR specialist assigned to the worker can view all feedback except that with the Only Me visibility setting.

Talent Review Notes Appear in the Feedback Component

Only notes created within Talent Review appear there. However, all talent review notes appear as feedback in Person Spotlight and the person smart navigation window. Feedback that originates as a talent review note is designated as such in the Feedback dialog box.

Meeting facilitators and managers can create and view notes only for those people for whom they have security access, both in Talent Review notes and in the Feedback dialog box they access from Person Spotlight and the person smart navigation window. If a note is created in the talent review meeting by someone who has security access to a worker, you must also have security access to that worker to see that feedback note in the Feedback dialog box.

You can manage notes from the following pages:

Because talent review notes now use the Feedback component, they no longer use the Note_Type or Note_Visiblity attributes. Notes now use the feedback visibility option.

Steps to Enable

There are no steps necessary to enable the feature.

Tips And Considerations

Key Resources

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

Person Spotlight in Talent Review

You can open Person Spotlight from the talent review dashboard to view more details about workers. The former Show Details dialog is replaced with Person Spotlight in the dashboard.  You can select a worker and use the Show Details action to open Person Spotlight. Managers and meeting facilitators can view the employment, goals, performance, skills and qualifications, compensation, and more details about workers.

The Person Spotlight tabs that appear are those that you configure in the talent review template. Managers and facilitators can only view workers and details to which they have security access in Person Spotlight. You select the worker marker, and click Show Details to open Person Spotlight.

Select a Worker Marker and Click Show Details to Access and Show Details

In Person Spotlight You Can View Details about a Worker

Steps to Enable

There are no steps necessary to enable the feature.

Tips And Considerations

Key Resources

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

Succession Planning Name Change on Smart Navigation

We added actions and changed the name of the Succession Planning action on the person smart navigation window. Now named Talent Management, you can perform additional talent management actions.

With the new menu, you can perform the following actions:

Perform Multiple Talent Management Actions Using Smart Navigation

Steps to Enable

There are no steps necessary to enable the feature.

Key Resources

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

Learning and Development

Learning Cloud

Oracle Learning Cloud enables you to make a transformational shift in learning delivery. Subject matter experts in your organization can easily publish videos and assemble tutorials to deliver on-demand and social learning. Collaboration features encourage continuous community feedback.

Offline Learning on Your Mobile Device

Accelerate your required learning using the Oracle HCM Cloud Mobile app, which provides the ability for the learner to complete and review learning items from the convenience of their mobile device. With offline support, learning items are downloaded and available offline. Learners can complete their learning at any time. When a device connects online again, it synchronizes the learning assignment progress and completion status with the server.

Learning Application on the Mobile

 

Steps to Enable

No steps are required to enable this feature. Sign into the learning application from your mobile.

Manage Learning Catalog for Courses and Classes

You can easily manage a catalog of learning items, including courses and classes and make it available to all employees. Learners can easily search and find courses then select the best class to enroll and complete. Learning Specialists can enroll learners in courses and classes by searching through a company’s employee and organizational data.

Manage Learning Catalog for Courses and Classes

 

Steps to Enable

No steps are required to enable this feature.

E-Learning with Support for SCORM 1.2 and 2004

You can upload and manage Sharable Content Object Reference Model (SCORM) and Aviation Industry Computer-Based Training Committee (AICC) content. Create classes using the SCORM 2004 1.2 and AICC content. You can import the SCORM content from your desktop using the Manage Content page.

Import SCORM Content in the Manage Content Page

Steps to Enable

No steps are required to enable this feature.

Managing Learning Assignments and Track Completions

Streamline your class management efficiently and economically with new features to enroll learners into specific classes and track their completions. Track learner progress of a class in the Manage Learners tab of a class. You can identify learners to enroll by name, manager, or by using work structures such as job, division, or department.

You can track learner results and enroll learners in the Manage Learners page from the context of a class.

Track Learner Results in the Manage Learners Page

Steps to Enable

No steps are required to enable this feature.

Contextual Learning

Customize the application pages by embedding learning items to enhance application workflows. The new resource catalog components enable you to present learning items that are relevant to the business workflow presented on the application page. The two contextual learning management resource catalog components include:

Add Learning Association and Showcase Components

Steps to Enable

You must customize the page, add components and configure the components. See the example specified in the Talent Management Cloud Using Learning Guide (My Oracle Support Doc ID: 2189718.1) Adding and Configuring Learning Components to Job Roles: Worked Example

ROLE INFORMATION

Add the following Oracle Learning Cloud function security privilege to the custom Employee and Learning Specialist roles.

NOTE: You have no predefined job or abstract role with this privilege. You must add it to custom roles to use the function.

Function Security Privilege Name

Function Security Privilege Code

Manage Contextual Learning

WLF_CONTEXTUAL_LEARNING_PRIV 

Key Resources

For more information about customizing pages see:

Performance Management

Oracle Fusion Performance Management supports features and functions for measuring and reporting worker performance.

Goal Management

Using Oracle Fusion Goal Management, you can transform business objectives into goals across various organization levels, providing a clear line of sight from managers to employees. Business leaders can communicate high-level initiatives, which managers can translate into goals for their employees.

Increased Size of Success Criteria and Comments Fields of the Goal Object

You can now enter up to two gigabytes (GB) of data in goal success criteria and comments fields with their data type now as Character Large OBjects (CLOB).

Steps to Enable

There are no steps necessary to enable this feature.

Tips And Considerations

The following limitations still exist in the administrative areas for the success criteria and comments fields:

Application Context Passing to Embedded Reports

You can now enrich application pages with context-driven analytics. You can pass application-specific context variables, such as a selected worker, review period, or goal plan, to embedded Oracle Transactional Business Intelligence (OTBI) reports and generate highly relevant insights for managers and workers. Use the Resource Catalog to embed OTBI analyses and configure automatic parameter binding on the following application pages:

Steps to Enable

There are no steps necessary to enable this feature.

Selection of a Worker Goal Plan in the Organization Goal Assignment

Organization goal owners can now choose a specific worker goal plan when assigning an organization goal on the My Organization Goals page. This feature will help you to override the automatic selection of a worker goal plan during the assignment of organization goals.

Selection of a Goal Plan When You Assign an Organization Goal on the My Organization Goals Page

 

Steps to Enable

There are no steps necessary to enable this feature.

Enable Inclusion into Performance Document No Longer Available

We have made it easier for you to control the inclusion of worker performance goals in performance documents by using only the goal plan-level settings. The goal-level attribute Enable Inclusion into Performance Documents is no longer available. To include goals in performance documents, administrative users must now use the Review Period and Include in Performance Document attributes for a goal plan on the Manage Goal Plans page.

Review Period and Include in Performance Document Attributes for a Goal Plan on the Manage Goal Plans Page

Steps to Enable

There are no steps necessary to enable this feature.

Profile Option to Restrict Entry of Decimals for Goal Weights

You can now prevent entry of values other than integers for goal weights on the application pages by using the new profile option 'Decimals in Goal Weights Allowed'. By default, decimals are allowed in goal weights. Set the value of the profile option to N to disallow entry of decimals as the value of goal weights. 

Steps to Enable

There are no steps necessary to enable this feature.

Productivity Enhancements for Administrative Users

You will find it quicker to increase the productivity of HR specialists by using new features for administration of performance goals.

Administer Goals Task Enhancements

We have made it easier for you to reduce the time spent on the routine tasks for administering goals. The following new features are now available for the Administer Goals task:

Search Option for Worker Goals Within a Review Period on the Administer Goals Page

Actions Available for Worker Goals on the Administer Goals Page

Actions Available for Worker Goal Plan Sets on the Administer Goals Page

Actions Available for Worker Goal Plan Sets on the Administer Goals Page

Export to Excel Option for Goal Plan Sets on the Administer Goals Page

Steps to Enable

There are no steps necessary to enable this feature.

Manage Goal Plans Task Enhancements

We have made it easier for you to manage goal plans using the following new features of the Manage Goal Plans task:

Worker Plan and Organization Plan Goal Plan Types Available When Creating a Goal Plan on the Manage Goal Plans Page

Worker Plan Goal Plan Type

Assignee Details of a Worker Plan

Organization Plan Goal Plan Type

Steps to Enable

There are no steps necessary to enable this feature.

Manage Goal Plan Sets Task Enhancements

We have made it easier for you to manage goal plan sets using the following new features of the Manage Goal Plan Sets task:

Population Page for a Goal Plan Set on the Manage Goal Plan Sets Page

Delete Option for Deleting an Unassigned Goal Plan Set on the Managing Goal Plan Sets Page

Steps to Enable

There are no steps necessary to enable this feature.

Mass Assign Goals Task Enhancements

You can process mass assignment of goals using new features of the Mass Assign Goals task:

Mass Assign Goals Page

Duplicate Option to Copy a Mass Assignment Process on the Mass Assign Goals Page

Steps to Enable

There are no steps necessary to enable this feature.

Performance Management

Oracle Fusion Performance Management supports features and functions for measuring and reporting worker performance.

Feedback in Performance Documents

You can use the new Feedback feature in performance documents to better assess a worker’s accomplishments and contributions to the organization. Managers and workers can both use the feedback provided throughout the evaluation period to better assess the worker.

On the Create Performance Template page, Process tab, you specify whether to display feedback notes. The feedback appears in the header of the performance document. When you open the feedback dialog window, you can view and manage feedback, just as you can in Person Spotlight or the person smart navigation window.

Add and Manage Feedback from the Performance Document

Steps to Enable

There are no steps necessary to enable the feature.

Tips And Considerations

Kudos created in previous releases now appears as feedback notes.

Key Resources

For more information, see the following Application help topics:

Populate Model Profile Competency Weights in Performance Documents

You can now take advantage of the weights and minimum weights defined for competencies in model profiles in performance documents. When performance documents are created and populated with competencies using a model profile or updated with new competencies in the model profile, the weight and minimum weight defined in the model profile are also populated in the performance document.

Define the Weight and Minimum Weight for a Competency in a Job Profile

Weight and Minimum Weight from the Job Profile Appear in the Performance Document

Steps to Enable

There are no steps necessary to enable the feature.  

Tips And Considerations

Key Resources

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

Application Context Passing to Embedded Reports

You can pass the following application-specific context variables to embedded Oracle Transactional Business Intelligence (OTBI) analyses and generate highly relevant insights for managers and workers:

Use the Resource Catalog to embed the OTBI analyses and configure automatic parameter binding, in the following sections in a performance document:

Steps to Enable

No steps are required to enable this feature.

Talent Management Transactional Business Intelligence

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

Learn

Enhanced Subject Area: Workforce Learning - Learning Management Real Time

Use these new dimensions to report on the class specific information which is another learning item. Additionally, you can report on the talent profile information of the learner such as advancement readiness, career preferences, competencies, degrees, performance ratings, and so on.

Steps to Enable

There are no steps necessary to enable the feature.

Profile Management

Enhanced Subject Area: Workforce Profiles - Person Profile Real Time

Use this feature to report on the worker's box assignment. The box assignment, such as 'emerging talent', 'top talent' or 'misaligned talent' is determined during the talent review meeting of the worker.

Steps to Enable

There are no steps necessary to enable the feature.

Enhanced Subject Area: Workforce Performance - Performance Document Eligibility Real Time

The ‘Review Period’ dimension allows you to capture additional details in your reporting on the performance document review period and its time frame.

Steps to Enable

There are no steps necessary to enable the feature.

Enhanced Subject Area: Workforce Performance - Performance Rating Real Time

The new attribute "Performance Document Section Final Feedback Comments" provides details on the final feedback comments allowing you to report on the final comments on the performance evaluation by both manager and the worker.

Steps to Enable

There are no steps necessary to enable the feature.  

Succession Management

New Subject Area: Workforce Succession Management - Talent Pools Real Time

Use this subject area to report on talent pools and talent pool members. Talent pool owners and attributes such as pool status, business unit, and department are also available for reporting. 

Steps to Enable

There are no steps necessary to enable the feature.  

Role Information

If you are not using the predefined reference roles, then you need to ensure that the transaction analysis duty role that secures the new subject area is mapped to relevant job roles. This table identifies the required transaction analysis duty role and suggests target job and abstract roles. You can add the duty role to different roles if you prefer.

See the Upgrade Guide for Oracle HCM Cloud Applications Security (My Oracle Support document ID 2023523.1) for instructions on implementing new features in existing roles.  

Transaction Analysis Duty Role

Job or Abstract Role

Succession Management Transaction Analysis Duty

Human Resource Analyst

Line Manager

Talent Review

Enhanced Subject Area: Workforce Talent Review - Talent Review Meeting Real Time

With this enhancement, you can report on any combination of ratings that are included in a talent review meeting. The ratings available for reporting include:

Steps to Enable

There are no steps necessary to enable the feature.

Sample Report: Oracle knows that every client has different reporting needs; as such we provide sample reports for customer to use as a starting point for their reports. For access to the library of sample reports and analytics that can be used and/or modified for use please access Oracle Cloud Customer Connect and the Report Sharing Center.