- Revision History
- Overview
- Feature Summary
- Performance Management
- Learning and Development
- Recruiting
- Revision History
- Overview
- Feature Summary
- Career and Succession
- Performance
- Learning and Development
- Recruiting
- HR Optimizations
- IMPORTANT Actions and Considerations
- Controlled Availability
August Maintenance Pack for 21C
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
Date | Product | Feature | Notes |
---|---|---|---|
29 OCT 2021 | Recruiting | Candidate Security Enhancements | This feature was removed and will be coming out in 21D. |
27 AUG 2021 | Recruiting | Oracle Digital Assistant - Refer a Candidate Using Internal Candidate Experience Skill | This feature was removed and will be coming out in 21D. |
27 AUG 2021 | Recruiting | Vanity Email | Updated document. Revised feature information. |
30 JUL 2021 | Created initial document. |
HCM Cloud applications have two types of patches you can receive that are documented in this What’s New:
- Release Updates (21A, 21B, 21C, and 21D)
- Optional Monthly Maintenance Packs to each update
It is important for you to know what Release Update your environment is on. You can find this in your Cloud Portal.
This document outlines the information you need to know about new or improved functionality in Oracle HCM Cloud. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
In addition to this document you will also want to review the Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs (Document ID 1554838.1). These documents identify bug fixes and possible known issues. You will also need to review these documents based in the release update version you are currently on or will be moving to.
Oracle HCM Cloud release documents are delivered in five functional groupings:
Suggested Reading for all HCM Products:
- HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)
- Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)
NOTE: Not all Global Human Resource features are available for Talent and Compensation products.
Optional Reading for HCM Products (Depending on what products are in your cloud service):
- Talent Management Cloud (All Talent applications)
- Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)
- Workforce Management Cloud (Absence Management and Time and Labor)
Additional Optional Reading:
- Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM)
NOTE: All of these documents can be found in Release Readiness under Human Capital Management or via the Oracle Help Center under Cloud Applications > Human Capital Management.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New in the body or title of the email.
Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
|||||
---|---|---|---|---|---|---|
Feature |
Report |
UI or |
UI or |
|
||
Oracle Performance Management supports features and functions for measuring and reporting worker performance.
Process Single Employee Performance Document Eligibility
You can now process eligibility for the performance document of a single employee instead of running the Eligibility Batch Process task for all employees for just one performance document. You can run this eligibility process from the Performance Document Eligibility page.
Here’s how:
-
Go to My Client Groups > Performance > Performance Document Eligibility.
-
Search for an employee, and select their name from the search results area.
-
Click Check Eligibility on the header.
-
Select the review period and the performance document for which you want to process eligibility. When you select the performance document, the results of the eligibility check appear on the page.
-
Click Process Eligibility on the header to make the performance document available to the employee, depending on their eligibility.
NOTE: If the Latest Eligibility Status Date field is empty, it’s because you haven’t run the eligibility process yet. The date and time will appear after the process runs.
You can run the eligibility process as many times as you require.
Save time and improve performance when you need to process a person’s eligibility for a performance document using this feature.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- For details on the eligibility process, refer to the topic “Eligibility Batch Process” in Chapter 5 of the Using Global Human Resources guide.
Oracle Learning Cloud is a skills driven learning platform that enables employees, teams and organizations to develop the most relevant set of skills. Oracle Learning combines informal and formal learning, from internal catalog and external learning sources into a single platform to provide learners with a single, unified learning experience.
Performance Enhancements for Learning Record Searches
Take advantage of performance enhancements when searching for, or exporting learning records from the following pages:
- My Client Groups > Learning > Learners
- My Client Groups > Learning > Learning Catalog > Offering > Learners
- My Client Groups > Learning > Learning Catalog > Courses > Learners
- My Client Groups > Learning > Learning Catalog > Specializations > Learners
This enhancement also improves your ability to use the Export to Excel functionality when exporting larger data sets.
After enabling this feature, the available saved searches will be:
- Search by Name
- Search by Name and Status
- Recently Completed
- Learning Item, Assignment Status, and Learner
Note that you will not be able to add the following attributes as columns in the results:
- Primary Email
- Location
- Department
- Job
- Position
- Business Unit
- Country
In addition, the following saved searches will be removed:
- Formerly Enrolled
- Not Ended
- Not Started
NOTE: Any personalized saved searches you may have created won't carry forward when this is feature is enabled, and you will need to recreate them.
Steps to Enable
To use this enhancement, you must enable the following profile option.
Field | Value |
---|---|
Profile Option Code |
ORA_WLF_MANAGE_LEARNERS_OPTIMIZATION_V2 |
To enable the profile option, navigate to the Setup and Maintenance work area:
- Search for and click the Manage Administrator Profile Values task.
- Search for and select the profile option.
- Click to add a new Profile Value.
- Select the Level as Site.
- Enter a Y in the Profile Value field.
NOTE: Oracle recommends that you enable the profile option at the site level. If certain admins require the functional options that are removed as a result of enabling this feature (see the list above), set this profile option to N at the user level. This keeps those options available for those admins, but be aware that they will not benefit from the performance improvements that occur when the new profile option is set to Y at the site level.
-
Click Save and Close.
Oracle Recruiting Cloud provides tools for hiring managers and recruiters to source and nurture candidates, create and manage job requisitions, screen and select candidates, create and manage job offers, and onboard new employees into the organization. It also provides career sites for employees and external candidates to search, discover and apply to jobs using a frictionless application process.
Enhanced radius search finds jobs not only within a selected radius from a city center but also inside the entire selected city. This improvement is especially helpful when searching for jobs in large metropolitan areas.
This feature also provides a consistent location search experience with a unified default radius value. Radius now defaults to 25 miles or kilometers for all location search modes.
Provides an improved and more consistent location search experience.
Steps to Enable
You don't need to do anything to enable this feature.
Sign Out Option in Candidate Self-Service
Allow external candidates to sign out when they're on a Candidate Self-Service page. A new menu is available on the page that allows candidates to sign out as well as edit personal information.
Your sign-out options depend on whether or not the Keep Me Signed In setting is enabled. If it is enabled, candidates are able to both sign out of their current device and all devices. If the Keep Me Signed In setting is disabled, only one menu option, Sign Out, is available.
This feature provides a better user experience for candidates and enhances security.
Steps to Enable
You don't need to do anything to enable this feature.
Search Candidates Using Contact Info
You can search for candidates using their email address, phone number, or both.
This enhancement helps the recruiting team to quickly find candidates using their contact info. Also, it helps to narrow candidate search results to a very specific candidate using their contact info.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
Here are things you need to consider when you search for candidates using their contact info:
- When you use contact info search criteria, no other search criteria can be used. e.g. You can't search by language, school, current company, and education.
- When you search using the phone number, the country code is mandatory and you can't use any special characters.
- Only one contact info search is allowed. You can't search using two email addresses such as "abc@visioncorp.com" and "xyz@visioncorp.com".
- You can't search using partial information. For example, you can't search using an email address such as "john@" or "jane*", or a phone number such as "*925*" or "333".
Examples of Valid Phone Numbers
Country Code | Area Code | Phone |
---|---|---|
91 | 40 | 66050000 |
91 | 78939 30068 | |
91 | 11 | 4746 9000 |
48 | 22 168 24 00 | |
33 | 9 42 97 97 00 | |
52 | 55 | 9178 3000 |
61 | 2 | 9491 1000 |
65 | 6592 7691 |
Examples of Invalid Phone Numbers
Country Code | Area Code | Phone |
---|---|---|
91 | 40 | 5.66E+60 |
1-925-444-5555 | ||
91 | 11 | 1435555-2345 |
675-5360 | ||
1 | 925.444.5555 | |
91 | 44-222-2321-343 | |
+1 925 444 5555 | ||
333.444.5555 | ||
333-444.5555 |
Case Insensitive Boolean Operators in Candidate Search
You can now use case insensitive boolean operators when searching for candidates.
You can use upper case "AND", "OR", "NOT" or lower case "and", "or", "not" operators while performing a boolean search.
This enhancement facilitates boolean expression search.
Steps to Enable
You don't need to do anything to enable this feature.
You can use a vanity email to send email communications to external candidates. A vanity email is used to brand the "from email" to all external candidate communications.
With this new feature, you can create a branded email address that is friendlier and easy to read.
Steps to Enable
You can set up one vanity email for your organization. If your organization has multiple career sites, only one vanity email can be created.
To enable a vanity email, you need to:
-
Create a profile option called IRC_VANITY_EMAIL_ENABLED.
-
Enable the profile option IRC_VANITY_EMAIL_ENABLED.
-
Enable the vanity email.
-
Configure the vanity email.
Step 1: Create Profile Option
You need to create a profile option called IRC_VANITY_EMAIL_ENABLED.
- In the Setup and Maintenance work area, search for the task Manage Profile Options.
- On the Manage Profile Options page, click the Create icon.
- On the Create Profile Option page, create the profile by entering these values:
- Profile Option Code: IRC_VANITY_EMAIL_ENABLED
- Profile Display Name: Vanity Email
- Application: Recruiting
- Module: Recruiting Common
- Description: Enable the vanity email feature in the Setup and Maintenance work area.
- Start Date: Today’s date
- Click Save and Close.
You're back on the Manage Profile Options page and the profile option IRC_VANITY_EMAIL_ENABLED is displayed. You need to enable the profile option at the Site level.
- On the Manage Profile Options page, go to the Profile Option Levels section.
- Set the profile option to be enabled and updatable at the Site level.
- Click Save and Close.
Step 2: Enable Profile Option
You need to enable the profile option IRC_VANITY_EMAIL_ENABLED so that the Vanity Email feature becomes available in the Recruiting and Candidate Experience offering.
- In the Setup and Maintenance work area, search for the task Manage Administrator Profile Values.
- On the Manage Administrator Profile Values page, search for the profile option code IRC_VANITY_EMAIL_ENABLED.
- In the Profile Values section, set the profile value to Y.
- Click Save and Close.
Step 3: Enable the Vanity Email
You must define the vanity email address and its display name.
-
In the Setup and Maintenance work area, go to:
-
Offering: Recruiting and Candidate Experience
-
Functional Area: Recruiting and Candidate Experience Management
-
Task: Enterprise Recruiting and Candidate Experience Information
-
-
In the Vanity Email section, select Active.
-
Enter the vanity email address. Example: careers@visioninc.com
-
Enter the display name. Example: Vision Inc. Careers
-
Click Save and Close.
Step 4: Configure the Vanity Email
You must set up a Sender Policy Framework (SPF) policy on your domain to ensure that your outbound email is delivered successfully to the external candidates.
To enable Oracle to send out an email on your behalf, you must set up an SPF policy on your domain as an authentication mechanism. The exact method of setting up an SPF policy varies from one domain provider to another. For example, v=spf1 include:spf_c.oraclecloud.com ~all. As an example, after this SPF policy changes, the candidate will receive an email with the "from email" being "Vision Inc. Careers" <careers@visioninc.com>
You must contact your IT department to add the SPF rule when you want to use the Vanity Email. You must add this rule in your email server to let Oracle's pod email send emails on your behalf.
NOTE: Those configuration steps are needed only if you're using the Vanity Email field. If you just want to use the alias (Display Name field), you don't need to configure the SPF policy on your domain. In such case, the candidate will receive an email such as "Vision Inc. Careers" <abcxyz.us.fa.oraclecloud.com@oraclecloud.com>
Maximum Number of Active Candidate Security Profiles
As an administrator, you can create as many candidate security profiles as you need. However, you can only activate a maximum of 20 candidate security profiles. When you access the Candidate Security Profiles page, a message indicates the number of active candidate security profiles. When you reach the limit, you can deactivate candidate security profiles.
This enhancement improves the performance when multiple security profiles are defined and activated.
Steps to Enable
To create a candidate security profile:
- In the Setup and Maintenance work area, go to:
- Offering: Recruiting and Candidate Experience
- Functional Area: Recruiting and Candidate Experience Management
- Task: Candidate Security Profiles (Use Show All Tasks to see this task)
- On the Candidate Security Profiles page, click Create.
- Enter a name and a description.
- Create a candidate security profile with appropriate dimensions, by country, recruiting type, and person type.
- Click Save and Close.
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
Date | Product | Feature | Notes |
---|---|---|---|
29 APR 2022 | Performance Management | Automate Synchronized Goals in Performance Documents | Updated document. Revised feature information. |
28 JAN 2022 | Recruiting / Job Requisitions |
Responsibilities and Qualifications in Job Requisitions | Updated document. Revised feature information. |
22 DEC 2021 | Goal Management |
Goal Management Tasks for Journeys | Updated document. Revised feature information. |
24 NOV 2021 | Performance Management |
Automate Synchronized Goals in Performance Documents | Updated document. Revised feature information. |
29 OCT 2021 |
Learning Cloud / eLearning |
Fewer Clicks to Launch eLearning from Course Enrollment Details | Updated document. Revised feature information. |
29 OCT 2021 | Learning Cloud / External Providers | Support for Skillsoft and LinkedIn Course Thumbnail Images | Updated document. Revised feature information. |
24 SEP 2021 | Career Development | Renamed Actions for Career Development in HCM Experience Design Studio | Updated document. Revised feature information. |
24 SEP 2021 |
Recruiting/ Candidates and Candidate Job Applications | Ex-Workers Can Add National Identifiers and Date of Birth | Updated document. Revised feature information. |
27 AUG 2021 | Succession Management | Succession Readiness Journey Event | Updated document. Revised feature information. |
27 AUG 2021 |
Talent Review | Talent Review Box Assignment Journey Event | Updated document. Revised feature information. |
27 AUG 2021 |
Performance Management |
Automate Synchronized Goals in Performance Documents | Updated document. Revised feature information. |
27 AUG 2021 |
Performance Management |
Enhanced Security for Employee List of Values (LOV) in HR Admin Pages | Updated document. Revised feature information. |
27 AUG 2021 |
Learning Cloud | Updated Learning Administrator Navigation and Catalog Search Experience | Updated document. Revised feature information. |
30 JUL 2021 | Goal Management | Goal Management Triggers for Journeys | Updated document. Revised feature information. |
30 JUL 2021 |
Performance Management | Simplified Check-In Deletion Process | Updated document. Feature delivered in update 21C. |
30 JUL 2021 |
Recruiting/ Job Requisitions | Required Sections During Job Requisition Creation | Updated document. Revised feature information. |
30 JUL 2021 |
Recruiting / Job Requisitions |
Responsibilities and Qualifications in Job Requisitions | Updated document. Revised feature information. |
25 JUN 2021 |
Learning Cloud/eLearning | Fewer Clicks to Launch eLearning from Course Enrollment Details | Updated document. Revised feature information. |
25 JUN 2021 |
Learning Cloud/ Learning Records |
Use Learning Record Change Events in HCM Journeys Workflows | Updated document. Revised feature information. |
25 JUN 2021 | Questionnaire | Allow Date Responses for Questions | Updated document. Revised feature information. |
04 JUN 2021 | Created initial document. |
HCM Cloud applications have two types of patches you can receive that are documented in this What’s New:
- Release Updates (21A, 21B, 21C, and 21D)
- Optional Monthly Maintenance Packs to each update
It is important for you to know what Release Update your environment is on. You can find this in your Cloud Portal.
This document outlines the information you need to know about new or improved functionality in Oracle HCM Cloud. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
In addition to this document you will also want to review the Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs (Document ID 1554838.1). These documents identify bug fixes and possible known issues. You will also need to review these documents based in the release update version you are currently on or will be moving to.
Oracle HCM Cloud release documents are delivered in five functional groupings:
Suggested Reading for all HCM Products:
- HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)
- Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)
NOTE: Not all Global Human Resource features are available for Talent and Compensation products.
Optional Reading for HCM Products (Depending on what products are in your cloud service):
- Talent Management Cloud (All Talent applications)
- Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)
- Workforce Management Cloud (Absence Management and Time and Labor)
Additional Optional Reading:
- Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM)
NOTE: All of these documents can be found in Release Readiness under Human Capital Management or via the Oracle Help Center under Cloud Applications > Human Capital Management.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New in the body or title of the email.
Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
Features under this section are available to all talent applications.
Talent Performance Improvement Plan (PIP) Event
You can now configure a Performance Improvement Plan (PIP) event to trigger when an employee receives a low performance rating according to your configuration. Use the Condition Builder during journey template set up to configure conditions that include talent attributes. When the condition is met, the journey is automatically triggered.
Enhance the Journeys experience by configuring a Performance Improvement Plan (PIP) event to enable when an employee receives a low performance rating according to your configuration.
Steps to Enable
- In Setup and Maintenance, go to the Checklist Templates task.
- Enter details for the checklist.
- Click the Actions and Events tab.
- In the Configure Events section, click Add to configure attributes for an event.
- Click Edit to display the Condition Builder.
- Create a condition group by specifying the operator, operand type, and operand value.
- Click OK.
Tips And Considerations
Conditions to trigger a journey based on an event need to be configured as per business requirements.
Key Resources
- For more information about using Talent attributes in journeys, refer to Trigger Journeys Automatically for Talent Events in the 21C Human Resources What’s New.
You can now configure a Risk of Loss Journey event to trigger when an employee receives a low performance rating according to your configuration. Use Condition Builder during journey template set up to configure conditions that include talent attributes. When the condition is met, the journey is automatically triggered.
Enhance the Journeys experience by configuring the Risk of Loss Journey to trigger when an employee's Risk of Loss has changed according to your configuration.
Steps to Enable
- In Setup and Maintenance, go to the Checklist Templates task.
- Enter details for the checklist.
- Click the Actions and Events tab.
- In the Configure Events section, click Add to configure attributes for an event.
- Click Edit to display the Condition Builder.
- Create a condition group by specifying the operator, operand type, and operand value.
- Click OK.
Tips And Considerations
Conditions to trigger a journey based on an event need to be configured as per business requirements.
Key Resources
- For more information about using Talent attributes in journeys, refer to Trigger Journeys Automatically for Talent Events in the 21C Human Resources What’s New.
Survey employees with our Questionnaires.
Allow Date Responses for Questions
You can now create questions that will enable participants to provide a date response from a date picker instead of a text box. For example, when you create a question such as “What is your date of birth”, participants can now provide their date of birth using a date picker instead of entering it in a text box.
When creating such questions, you can specify the minimum or maximum dates, or both, that participants can provide in their response. For example, if you are expecting a candidate to join between 12/01/2021 and 12/31/2021, you can set these as the minimum and maximum dates so that the candidate chooses a value only between these dates.
To create questions:
- Go to the Setup and Maintenance work area, select Workforce Development from the Setup menu, and search for the Question Library task.
- Select the subscriber and create a question.
- Select the folder, type the question text, and select the question type.
- Select Date as the response type.
NOTE: You can include a response type of Date only for question types of Text.
- Optionally, set the minimum or maximum dates, or both, that participants can provide in their response to the question.
- Click Save and Close.
After creating the questions, you must also configure questionnaire templates and questionnaires to include questions that accept such date response types, using the Setup and Maintenance work area.
Creating questions to accept date responses using a date picker improves the overall user experience when responding to questionnaires.
Steps to Enable
To enable this feature, you must configure questionnaire templates and questionnaires to include questions that accept date response types.
To configure questionnaire templates:
- Go to the Setup and Maintenance work area and search for the Questionnaire Templates task.
- Create a new questionnaire template or edit an existing one.
- After specifying or editing the details on the first page, click Next to go to the next page.
- In the Allowed Response Types field, select the Date option, if it is not already selected.
- Continue with the rest of the template definition and add questions that accept date response types.
To configure questionnaires:
- Go to the Setup and Maintenance work area and search for the Questionnaires task.
- Create a new questionnaire or edit an existing one.
- After specifying or editing the details on the first page, click Next to go to the next page.
- In the Questions region, add questions that accept date response types.
- Continue with the rest of the questionnaire definition to complete it.
You can add new questions that accept date response types to questionnaires that are not in use, or you can create new versions of questionnaires to add such questions. When you edit a response type for a question, the questionnaires that are not in use but refer to these questions will have the updated response type reflected in the questionnaire definition.
Tips And Considerations
When you override response types for questions at the time of defining a questionnaire, you cannot set the response type to text for date response questions or set the response type to date for text response questions.
This enhancement isn't supported in Recruiting.
Key Resources
- For details on creating questions and questionnaires, refer to the Questionnaires topic in Chapter 5, "Performance Management Setup and Maintenance” of the Using Performance Management guide located in the Oracle Help Center.
Oracle Fusion Career Development provides tools for workers and managers to manage their career interests and development plan. These tools include:
- Recommendations on roles based on workers’ qualifications
- Comparisons to target roles and required development needs for workers
- Management of roles of interest to the worker
- Comprehensive development plan for workers to establish development goals and manage development progress
Renamed Actions for Career Development in HCM Experience Design Studio
Use the renamed actions in Transaction Design Studio tab of HCM Experience Design Studio to personalize Career Development pages. See this table to know what the new names are.
New Action Names for Career Development in Transaction Design Studio
Old Action Name |
New Action Name |
---|---|
Career Development |
Career Development Home Page |
Career Development Job Profile Details |
Career Development Role Details |
View Development Goal |
Development Goal Details - Drill-Down Mode |
These new names clearly indicate the pages the actions apply for.
Also, to configure the fields of the development goal page when you create a rule for the Career Development Home Page action, you now need to select the Development Goal Details - Inline data source in the Available Attributes section.
Easily identify actions to configure Career Development pages according to your business needs.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
For more information on using the Transaction Design Studio, refer to these resources:
- Chapter 23, HCM Experience Design Studio in the Implementing Talent Management Base guide, located in the Oracle Help Center
- The Transaction Design Studio -What It Is and How It Works (Document ID 2504404.1) on My Oracle Support.
Career Development Secured Employee Search
In previous releases, administrators could search for any employee in the organization on the Career Development pages. The worker list of values on the administrator Career Development pages were secured by the View All Workers predefined security profile. But from this release, administrators can search only for employees they have access to. The worker list of values on the administrator Career Development pages are now secured by the Manage Development Goal by HR function security privilege.
This table lists the Career Development administrator pages and the fields that are now secured on that page.
Page | Secured Search Fields |
---|---|
Development Goals |
Worker filter |
Setup of Development Goals Mass Assignment |
Requester filter |
Add Mass Assign Goals Process |
Requester list of values Add Worker list of values in Included Workers and Excluded Workers sections |
Check Person Eligibility |
Person Name list of values |
Enhance security by allowing administrators to see only the employees that they can access.
Steps to Enable
You don't need to do anything to enable this feature.
Oracle Fusion Talent Review is an analytic product enabling your organization to review and evaluate data from the profile, performance, goals, career development, and compensation management solutions.
Talent Review Box Assignment Journey Event
Enhance your employee journeys by including Talent Review meeting box assignment changes events. Select object as Box Assignment to do this.
Let’s consider a scenario where you want to configure a journey for the event that a member of the review population moves to the Top Talent box on the Talent Review dashboard. You may want the manager to include the member in a particular talent pool and add some development goals for the member.
Configure the box assignment change journey:
- Create a box assignment change journey:
- Go to My Client Groups.
- Click Show More.
- Select the Checklist Templates quick action.
- Click Create.
- On the General Tab, specify these details:
- Enter the journey name.
- Select a category, say Talent Management.
- Set the status as Active.
- Configure box assignment change event:
- Go to the Actions and Events tab.
- Add an event.
- Select Box Assignment as the object.
- Edit condition.
- In the Condition Builder, create a group and select the values indicated in this table.
Condition Column |
Value to Select |
---|---|
Attribute |
Box Assignment Name |
Operator |
Equals |
Operand Type |
Constant |
Operand Value |
Top Talent |
- Click OK to close the Condition Builder.
- Click Save.
- Add tasks for the manager.
- Click Save and Close.
Managers can view their assigned journeys on the Assigned Journeys page. They need to go to My Team > Journeys > Assigned Journeys.
Steps to Enable
As administrators, you need to enable Unified sandboxes for Journeys. Here is how you enable them: Configuring and Extending Application - Sandboxes
You must enable this profile option to use Journeys:
Field | Value |
---|---|
Profile Option Code |
ORA_PER_JOURNEYS_ENABLED |
To enable the profile option, navigate to the Setup and Maintenance work area:
- Search for and select the Manage Administrator Profile Values task.
- Search for and select ORA_PER_JOURNEYS_ENABLED profile option.
- Change the Profile Value from N to Y.
- Click Save and Close.
Import/Export Support for Talent Review Display Color Coding Options
As an administrator, you can now include the color coding configuration for risk of loss, impact of loss, and mobility display options when you import or export the Talent Review dashboard template configuration either as a configuration package or as a CSV (comma-separated values) file.
In the configuration package, these attributes of the DashboardTemplateVO parent view object in the HRR_DASHBOARD_TMPLS_VL.xml file indicate the preferred display options:
- RolDsplyOptnPref: For risk of loss rating
- IolDsplyOptnPref: For impact of loss rating
- Mobility DsplyOptnPref: For mobility rating
When you export the Talent Review dashboard template configuration, you can see the colors and shapes that you specified for the risk of loss, impact of loss, and mobility ratings in the TemplateDisplayOptionPreferencesVO child view object section.
Before importing the Talent Review dashboard template configuration package, you need to specify the preferred display options and the colors and shapes for the risk of loss, impact of loss, and mobility ratings in both these files of the configuration package:
- HRR_DASHBOARD_TMPLS_VL.xml file in the businessObjectData > HRR_DASHBOARD_TMPLS folder
- HRR_DASHBOARD_TMPLS_VL.xls file in the SETUP_DATA_REPORT > Talent Review Dashboard Template folder
Enhance the Talent Review meeting configuration process by including the color coding configuration for risk of loss, impact of loss, and mobility display options when you import or export the Talent Review dashboard template configuration. Enhance user experience by showing consistent colors or shapes for the display options on the Talent Review meeting dashboard for every meeting created from the same template.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- You can’t export or import the colors and shapes for the No value and Secured analytic values for any rating.
Key Resources
- For more information about exporting and importing data, see the Data Export and Import chapter in the Using Functional Setup Manager guide.
New Ratings Source for Talent Review Manager Prepare Review Content Ratings
Now you can distinguish between ratings submitted by managers when preparing review content and ratings submitted by the facilitator when conducting a talent review meeting. A new rating source, Talent Review Meeting Preparation, has been added for these ratings that are submitted by managers when preparing review content.
- Performance
- Potential
- Risk of Loss
- Impact of Loss
- Talent Score
- Overall Goals Rating
- Overall Competency Rating
Ratings that a facilitator submits after conducting a talent review meeting have the source as Talent review meeting.
Note that you can’t see these ratings on the Talent Ratings spotlight page.
- Overall Goals Rating
- Overall Competency Rating
Get a clear idea about who submitted the employee ratings and the work area from which the rating was submitted. This will help you to distinguish between the ratings submitted by different people for your employees.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- The new rating source isn’t shown for ratings submitted by managers when preparing review content in the previous releases.
- If a facilitator deletes a talent review meeting, regardless of the meeting status, the ratings submitted by managers from the Prepare Review Content page are deleted from the Profiles tables.
- If a facilitator deletes a talent review meeting that’s not started yet, and the manager had only saved the ratings on the Prepare Review Content page, the ratings are deleted from the talent review tables.
- In Oracle Transactional Business Intelligence (OTBI), you can use these dimensions of the Workforce Talent Review - Talent Review Meeting Real Time subject area to filter manager assessed ratings:
- Manager Assessed Impact of Loss
- Manager Assessed Overall Competencies Rating
- Manager Assessed Overall Goals Rating
- Manager Assessed Performance
- Manager Assessed Potential
- Manager Assessed Risk of Loss
- Manager Assessed Talent Score
Exclude Contingent Workers from Review Population Search
When creating or editing a Talent Review meeting as HR specialists, you can filter the review population to show or hide contingent workers. You need to use the Worker Type filter to do this. Select or clear these check boxes in this filter to include or exclude the corresponding people from your search results:
- Contingent worker: A nonemployee, for example, contract worker or temporary worker
- Employee: A person who typically has a permanent relationship with the organization
- Nonworker: A person having a nonwork relationship with a legal employer, for example, a volunteer or retiree
Note that you can’t use the Worker Type filter by itself or with only these filter criteria:
- Workers: All reports or Direct reports
- Assignment Status: Active or Suspended assignments
You need to select another filter such as Manager or Department first.
Use the Worker Type filter to select the people you want to include in your review population and improve your talent review process.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- You can hide the Worker Type filter using the filters personalization tool.
Oracle 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, insuring, a smooth transition and help you to manage candidate development.
Succession Readiness Journey Event
You can configure a journey and assign tasks for managers for these events related to a succession plan:
- A candidate reaches a particular readiness level
- A candidate is marked as an interim successor
In the Actions and Events tab of a journey you can add the Succession Readiness object, which can have these attributes:
- Candidate Readiness: You can select a readiness value that’s configured for your organization.
- Interim Successor: You can select Yes or No values.
Let’s consider a scenario where you want to configure a journey for the event that a candidate is now ready to move to the role associated with a succession plan. You may want to add these tasks for the candidate’s manager as part of the readiness journey:
- Create training plans for the candidate
- Add development goals for the candidate
Configure the succession readiness event:
- Create a succession readiness journey:
- Go to My Client Groups.
- Click Show More.
- Select the Checklist Templates quick action.
- Click Create.
- On the General Tab, specify these details:
- Enter the journey name.
- Select a category, say Talent Management.
- Set the status as Active.
- Configure succession readiness event:
- Go to the Actions and Events tab.
- Add an event.
- Select Succession Readiness as the object.
- Edit condition.
- In the Condition Builder, create a group and select the values indicated in this table.
Condition Column |
Value to Select |
---|---|
Attribute |
Candidate Readiness |
Operator |
Equals |
Operand Type |
Constant |
Operand Value |
Ready Now |
- Click OK to close the Condition Builder.
- Click Save.
- Add tasks for the manager.
- Click Save and Close.
Managers can view their assigned journeys on the Assigned Journeys page. They need to go to My Team > Journeys > Assigned Journeys.
Managers can click a journey card to view their tasks for the journey.
Enhance employee journeys by including tasks for succession readiness level changes. Improve your succession planning and enhance employee satisfaction.
Steps to Enable
As administrators, you need to enable Unified sandboxes for Journeys. Here is how you enable them: Configuring and Extending Application - Sandboxes
You must enable this profile option to use Journeys:
Field | Value |
---|---|
Profile Option Code |
ORA_PER_JOURNEYS_ENABLED |
To enable the profile option, navigate to the Setup and Maintenance work area:
- Search for and select the Manage Administrator Profile Values task.
- Search for and select ORA_PER_JOURNEYS_ENABLED profile option.
- Change the Profile Value from N to Y.
- Click Save and Close.
Tips And Considerations
- Succession Readiness journey events are triggered only for active candidates.
- Succession Readiness journey events aren’t triggered for external candidates.
- If the candidate’s interim successor status changes to that configured in the journey, but not the readiness, the journey event may still trigger. To avoid this, you need to include the interim successor condition in the readiness rule.
- Similarly, if the readiness changes but not the interim successor status, the journey event may still trigger. To avoid this, you need to include the readiness condition in the interim successor rule.
Select Owners to Notify for Succession Alerts
In each succession plan, as an Administrator type plan owner, you can now indicate which owners should receive notifications for the role changes of plan candidates and incumbents. You can do this when you create or edit succession plans.
In the Owners section of a succession plan, you can identify if alerts are disabled or enabled for each owner. Edit the owner details and indicate if alerts should be sent or not.
Select only the succession plan owners who need to be notified about role changes of plan candidates and incumbents and reduce the number of notifications generated.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- Plan owners who are Viewer or Candidate Manager type owner can’t change the notification settings in the Owners section of a succession plan.
- You can’t configure owner notification settings for inactive succession plans.
- If you make an owner as Viewer type owner, then alerts are automatically disabled for the person.
- If you make a person an Administrator or Candidate Manager type owner, you can enable or disable alerts for the person.
- You won’t see an error message for these scenarios:
- One or more alerts are enabled in the Alerts section of a succession plan, but notifications aren’t enabled for any plan owners
- Notifications are enabled for plan owners but no alert is enabled in the Alerts section of a succession plan
- As a system administrator, you can upload succession plan owner alert information using HCM Data Loader for Administrator and Candidate Manager type owners. Note that notifications aren’t sent to plan owners in these scenarios:
- You set the owner alerts to Y, but alerts are disabled for the succession plan.
- You upload owner alerts settings for inactive succession plans.
- As a system administrator, you can retrieve succession plan owner alert information using HCM Extracts.
Succession Alerts on Role Change Effective Date
You can now notify plan owners about incumbent and candidate role changes after they become effective. Your system administrator needs to run the Notify Plan Owners About Candidate and Incumbent Assignment Changes That Are Now Effective process for this. Here’s what happens after this process is run:
- If notifications are enabled for them and alerts are enabled for the succession plan, then owners receive notifications on the day the role changes become effective if the process is run on a daily basis:
- Plan incumbent moves to a different role
- A candidate moves to the plan role
- A candidate moves to a role that’s different from the plan role
- When owners view a succession plan, they see banners for the effective role changes of incumbents and candidates.
- These records that are older than 90 days are deleted:
- Incumbent and candidate role change records
- Notifications that were already sent
Enable accurate succession planning by notifying succession plan owners about role changes of incumbents and candidates after the role changes become effective.
Steps to Enable
You need to run the Notify Plan Owners About Candidate and Incumbent Assignment Changes That Are Now Effective process for alerts to be sent to succession plan owners.
Tips And Considerations
- Plan owners are immediately notified if the role changes are effective on the current date. They can also see the banners in the plan for candidates and incumbent if their roles have changed immediately.
- No notification is sent for inactive succession plans.
Key Resources
For more information about scheduling processes, see the Scheduled Processes chapter in the Using Common Features guide.
Role Information
To run the Notify Plan Owners About Candidate and Incumbent Assignment Changes That Are Now Effective process, your administrators need to have a role that inherits the Run Global HR Processes function security privilege. After you add this privilege, you must regenerate the grants for the data role.
Succession Replaced or Removed Features
From time to time, Oracle replaces existing features with new features, or removes existing features.
Replaced features may be put on a path of removal, the features below will let you know what update you will have to have moved to the newer feature. As a best practice, you should move to the newer feature as soon as possible for full support and to stay up with the latest updates that the product offers.
Any feature that is removed, will have an Update in which that feature is no longer available. Please make necessary plans to move off the feature by the Update indicated, as it will no longer be available.
Talent Pools Quick Action Removal
You can no longer use the Talent Pools Quick Action that was available in My Client Groups. Instead, use the dedicated Talent Pools app under My Client Groups tab to access the Talent Pools work area.
Quickly access the Talent Pools work area and manage your organization’s talent pools for with ease.
Steps to Enable
You don't need to do anything to enable this feature.
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.
Date-Tracking and Source for Changes to the Languages Content Section Entries in Talent Profiles
Now you can track the history and source for changes to profile items in the Languages content section on a Talent profile. When changes are made to languages in the Talent profile, you will now see the date-tracked history of changes as well as the source of those changes as Prerequisite, Learning Outcome, Development Goal Target Outcome, Goal Target Outcomes, or Profiles.
Users can now see the history for changes made to items in the Language content sections in the Talent profile.
Steps to Enable
You don't need to do anything to enable this feature.
Oracle Goal Management enables you to 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.
Goal Management Tasks for Journeys
From this release, as administrators, you can include Goal Management tasks as part of an employee’s journey.
Use these quick actions available in My Client Groups to work with journey checklists:
- Checklist Templates: To create the journey templates
- Allocate Checklist: To allocate the journey to an employee
When you create a journey, you can now include Goals and Request Feedback application tasks. You can set the task performers and owners as workers or line managers for Goal Management tasks.
Employees can see their journeys in Me > Journeys. They can filter the journeys by category.
Employees can click the journey card to view the tasks that are part of the journey. To go to the Goals application page, they need to click the task, and then click Go to application task.
Managers can view their assigned journeys on the Assigned Journeys page. They need to go to My Team > Journeys > Assigned Journeys.
To see the tasks that they need to do for their team members, they need to go to My Team > Journeys > My Tasks. They can filter the tasks by category.
To go to the task application page, managers can click the task and then click Go to application task. The manager is taken to the employee’s Goals page or the Request Feedback page depending on the task.
Enhance employee journeys by including performance goals tasks and the related request feedback task. Ensure that employee's complete their performance goals and improve your organization's performance.
Steps to Enable
As administrators, you need to enable Unified sandboxes for Journeys. Here is how you enable them: Configuring and Extending Application - Sandboxes
You must enable this profile option to use Journeys:
Field | Value |
---|---|
Profile Option Code |
ORA_PER_JOURNEYS_ENABLED |
To enable the profile option, navigate to the Setup and Maintenance work area:
- Search for and select the Manage Administrator Profile Values task.
- Search for and select ORA_PER_JOURNEYS_ENABLED profile option.
- Change the Profile Value from N to Y.
- Click Save and Close.
Tips And Considerations
- When the profile option for Journeys is enabled, you can't access the apps for Checklist Tasks. The Allocate Checklists quick action under My Team and My Client Groups will also not be available.
- When you allocate a checklist to an employee, the manager related tasks are assigned to the employee’s manager.
- If an employee has only one journey assigned and the user clicks on the Journeys app under Me, they will be directly taken to that specific journey page and won’t be able to view the My Tasks tab
Key Resources
- For more information about checklists, see Chapter 11, Checklists in the Implementing Global Human Resources guide on Oracle Help Center.
Goal Management Secured Employee Search
In previous releases, goal administrators could search for any employee in the organization on the Goal Management pages. The worker list of values on the administrator Goal Management pages were secured by the View All Workers predefined security profile. But from this release, goal administrators can search only for employees they have access to. The worker list of values on the administrator Goal Management pages are now secured by the Manage Performance Goal by HR function security privilege.
This table lists the Goal Management administrator pages and the fields that are now secured on that page.
Secured Search Fields on the Administrator Goal Management Pages
Page | Secured Search Fields |
---|---|
Performance Goals |
Worker filter |
Assignees |
employee search field |
Goal plan page |
Add Worker list of values in Included Workers and Excluded Workers sections |
Setup of Performance Goals Mass Assignment |
Requester filter |
Add Mass Assign Goals Process |
Requester list of values Add Worker list of values in Included Workers section |
Check Person Eligibility |
Person Name list of values |
Enhance security by allowing administrators to see only the employees that they can access.
Steps to Enable
You don't need to do anything to enable this feature.
Performance Goals Notifications for Contextual Notes
From this release, notifications are generated to alert workers and managers when notes are added or deleted from an employee’s goal. This table indicates who receives the notification and the events that trigger the notification.
Who Receives |
What Triggers |
---|---|
Employee |
|
Manager |
|
Notify employees and managers about notes added to the performance goals and improve communication regarding the employee’s performance goals.
Steps to Enable
The Notes region must be enabled for the Goals page.
Tips And Considerations
- Notifications aren’t generated for private notes.
- When you delete a goal, deletion notifications aren’t sent for the notes that are part of the goal.
Bypass Approvals for Performance Goal Sub Processes
As administrators, in Transaction Console, you can now selectively bypass approvals for more performance goal transactions. You can do this without modifying your customizations to the existing autoapproval or manual approval rules of the performance goals rule set. The bypassing of the subproccesses overrides the approval rule set where relevant.
When you expand the Approve Performance Goal rule in the Approval Rules tab of Transaction Console, you can see these new subprocesses which can be enabled for bypassing approvals:
- Goal Align Action: For employees aligning their goal to a manager’s or colleague’s goal and for an organization owner sharing a goal with their organization
- Goal Cancel Action: For employees canceling one or more of their goals
- Goal Copy Action: For employees copying one or more of their goals
- Goal Delete Action: For employees deleting one or more goals from their goal plan
- Goal Extend Action: For employees extending one or more goals to another goal plan
- Goal Move Action: For employees moving one or more goals to another goal plan
- Manage Goal Measurement: For employees adding, removing, or updating goal measurements
- Manage Goal Outcome: For employees adding, removing, or updating goal target outcomes
- Manage Goal Task: For employees adding, removing, or updating goal tasks
When you enable Bypass Approvals for any of the subprocesses, the corresponding performance goal transaction is immediately committed. Users who do these transactions won’t see any approval banners on their Goals page nor receive notifications. For example, if you enable Bypass Approvals for the Manage Goal Task subprocess, approvals aren’t triggered when any employee adds, updates, or removes a goal task.
If you enable or disable Bypass Approvals for the parent Approve Performance Goal rule, Bypass Approvals is automatically enabled or disabled for all the subprocesses. Note that you can’t enable or disable Bypass Approvals for the Remaining Goal Actions subprocess. This only reflects the Bypass Approvals setting of the parent Approve Performance Goal rule.
Enhance the goal approval process by selectively bypassing approvals for some goal transactions according to your organizational needs.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- When you enable bypass approvals for the subprocesses, goal transactions that were in the draft state and pending approval state will continue through the approval flow and ignore the new partial bypass setting
Key Resources
For more information about Transaction Console, see this topic in the Implementing Talent Management Base guide:
- Chapter 13 Notifications and Approvals, How You Manage HCM Approval Transactions
Evaluation Type Attribute in Goal Plan
Take advantage of the new Evaluation Type attribute of goal plans to synchronize performance goals in Goal Management with those included in performance documents. When users create a performance document, goal plans that have the same evaluation type as that defined in the performance template are automatically added as evaluation topics.
View consistent performance goal information in both Goal Management and Performance Management and enhance the performance of your employees.
Steps to Enable
You must enable this profile option to synchronize performance goals in Goal Management with those included in performance documents.
Field | Value |
---|---|
Profile Option Code |
ORA_HRA_SYNCHRONIZED_GOALS |
To enable the profile option, navigate to the Setup and Maintenance work area:
- Search for and select the Manage Administrator Profile Values task.
- Search for and select ORA_HRA_SYNCHRONIZED_GOALS profile option.
- Change the Profile Value from N to Y.
- Click Save and Close.
Tips And Considerations
After a goal plan is included in a performance document, you can’t change the evaluation type of the goal plan.
Oracle Performance Management supports features and functions for measuring and reporting worker performance.
You can now receive notifications when an HR specialist, employee, or manager adds or deletes a note in these sections of check-in documents:
- Discussion topics in performance goals
- Discussion topics in development goals
- General discussion topics
In addition, you also receive notifications when an HR specialist, employee, or manager deletes these:
- Discussion topics in check-in documents
- Check-in documents
When an employee makes any of the above updates to a check-in document, the application sends notifications to the performance manager, and when the performance manager makes these updates, the application sends notifications to the respective employees. When an HR specialist makes these updates, the application sends notifications to the performance manager as well as employee.
Reduce the time you manually spend checking for updates to discussion topics or check-in documents with this feature.
Steps to Enable
As an HR specialist, configure an alert notification to be sent for any of these tasks.
Here’s how you enable or disable alerts:
- On the home page, click Navigator > Tools > Alerts Composer.
- Search for the keyword, check-in. You will see the following templates: Check-in Deleted, Check-in Discussion Topic Deleted, Check-In Note Created, and Check-In Note Deleted.
-
Click Edit from the Action menu.
-
The templates are enabled by default. You can enable or disable them from the Enabled list.
-
Click Save and Close.
There are 36 new notifications provided as part of these four templates, which you can further configure by selecting Manage Recipients and Message from the Edit menu for each notification.
Tips And Considerations
When a check-in document or a discussion topic is deleted, separate alert notifications aren’t sent for any deleted notes within the check-in document or discussion topic. A notification is sent only once for the deleted discussion topic or check-in document.
Key Resources
- For details on the Alerts Composer tool, refer to Chapter 16, “Alerts Composer” of the Implementing Global Human Resources guide.
Role Information
The HR specialist with the HRC_ACCESS_ALERTS_COMPOSER_PRIV privilege can access the Alerts Composer.
Enhanced Security for Employee List of Values (LOV) in HR Admin Pages
The list of employees that appears in the Employee filters in these performance admin pages are now based on the HR specialist’s data security profile associated with the Performance data security privileges:
- Performance Documents
- Create Performance Documents
- Participant Feedback
- Performance Document Eligibility
- Process Mass Actions for Performance Documents
The employee assignments displayed in the search results page already use the HR specialist’s data security profile associated with the Performance data security privileges.
The list of employees displayed in the filters on the performance admin pages now match the list of employee assignments returned in the search results.
Steps to Enable
Make the feature accessible by assigning or updating privileges and/or job roles. Details are provided in the Role section below.
Key Resources
For details on data security profiles configured for the HR specialist, refer to Chapter 16, “HCM Data Roles and Security Profiles” of the Securing HCM guide in the Oracle Help Center.
Role Information
The data security privileges applicable to each of these pages are as follows:
Admin Page |
Data Security Privilege - Display Name |
Data Security Privilege - Code | Role |
---|---|---|---|
Performance Documents |
Create Performance Document Data |
HRA_CREATE_PERFORMANCE_DOCUMENT_DATA |
Human Resource Specialist |
Create Performance Documents |
Create Performance Document Data Create Anytime Performance Document Data |
HRA_CREATE_PERFORMANCE_DOCUMENT_DATA HRA_CREATE_ANYTIME_PERFORMANCE_DOCUMENT_DATA |
Human Resource Specialist |
Participant Feedback |
Manage Performance Document Data |
HRA_MANAGE_PERFORMANCE_DOCUMENT_DATA |
Human Resource Specialist |
Performance Document Eligibility |
Manage Performance Document Data |
HRA_MANAGE_PERFORMANCE_DOCUMENT_DATA |
Human Resource Specialist |
Process Mass Actions for Performance Documents |
Manage Performance Document Data |
HRA_MANAGE_PERFORMANCE_DOCUMENT_DATA |
Human Resource Specialist |
Automate Synchronized Goals in Performance Documents
View a consistent list of a worker’s active performance goals in goal management and active development goals in career development in their performance documents without manually updating them.
This means if you add or remove a performance goal to or from the worker’s goal plan in goal management, or you add or remove a development goal to or from the worker’s development plan in career development, those changes will automatically reflect in the worker’s performance documents.
If you enable approvals in goal management or career development, then pending approvals displayed on those pages will display in the performance document. Approvals will also trigger when you add a performance or development goal in the performance document just like they would if you add a goal using goal management or career development pages.
When approvals are pending for a performance goal plan or development plan, the evaluation topics in the performance document are locked until the approvals are complete.
Performance goal weights are also now synchronized between goal plans and performance documents. If a goal plan is configured so weights don’t have to equal 100%, then they also don’t need to equal 100% in the performance document. The exception to this is, if you enable calculated ratings in the performance document, then weights must also equal 100% when completing the worker and manager evaluations.
You can’t delete goals after they’re evaluated. You also can’t cancel performance goals, and you can’t make development goals inactive, if they’re evaluated in performance documents where the worker and manager evaluation tasks are still in progress. However, when the evaluation tasks are complete, the application generates frozen copies of the goals for the performance document to reference. This means you can use goal management and career development to cancel performance goals and make development goals inactive even though they’re included in performance documents. This is useful in organizations where a goal evaluated in a mid-year performance document isn’t valid at the end of the year and you need to cancel it or make it inactive, so it’s not included in any more performance documents.
Frozen copies of goals are now created when all evaluation tasks are completed rather than when the whole performance document is completed. This prevents subsequent changes made to goals using goal management or career development being reflected in the performance document and potentially not corresponding to the ratings and comments given.
All active goal plans in a worker’s goal plan or development plan will display in a worker’s performance document. If there are goals which aren’t yet ready to evaluate, then you can give workers or managers the ability to mark them as not ready, so they aren’t included in calculations or validated for missing ratings or comments. If calculated ratings and weights are enabled, then goals must have a weight of 0% if you want to mark them as not ready to evaluate. This functionality is extended to competencies sections.
When synchronized goals functionality is enabled and a worker has more than one goal plan (which should be included in their performance document), then each goal plan is mapped to a separate performance goal evaluation topic in the performance document. Goal plans aren’t consolidated into a single performance goal evaluation topic. This allows organizations to configure different evaluation options for different goal plans. For example, if a worker has a department goal plan and a personal goal plan, then you can include both in the worker’s performance document as separate evaluation topics. You might configure the department goal plan so that only comments can be given. You might configure the personal goal plan to include ratings and comments.
A worker’s development goals in their development plan in career development continue to be mapped to one development goal evaluation topic in the performance document.
To use synchronized goals functionality, your administrator must enable it and then create new performance goal and development goal sections to use in a new performance template. You can use existing goal plans in conjunction with these new performance templates.
If multiple performance goal sections are required, then each one added to the performance template must have a different Evaluation Type. Evaluation Type is a new attribute that matches a performance goal section in a performance template to a goal plan. Organizations can define their own evaluation types in the lookup ORA_HRA_GOAL_PLAN_EVAL_TYPE. All existing goal plans will be populated with an evaluation type of Default.
View consistent goal information for a worker whether using Goal Management and Career Development pages or the worker’s performance document without requiring manual intervention.
Steps to Enable
- Enable the ORA_HRA_SYNCHRONIZED_GOALS profile option.
- Create new evaluation types (if required) in the ORA_HRA_GOAL_PLAN_EVAL_TYPE lookup.
Evaluation type is an attribute that matches a synchronized performance goal section in a performance template to a goal plan.
- Go to My Client Groups > Performance.
- Select Performance Template Sections, and click Add.
- Add another section in the Create Performance Template Section page, enter the section details and select Performance Goals as the Section Type and then select the Synchronized goals section check box.
- In the Create Performance Template Section page, enter the section details and in the Section Processing region, select Development Goals as the Section Type and select the Synchronized goals section check box.
- Go to My Client Groups > Performance.
- Select Performance Templates, and click Add.
- Create a performance template and ensure you select the Use synchronized goals sections check box in the General tab.
- In the Structure tab of the performance template, add the synchronized development goal section and the synchronized performance goal section.
- Select the Not ready to evaluate option if you want to give workers and managers the ability to mark goals and competencies as not ready to evaluate.
- Configure goal plans with the same evaluation type as the synchronized performance goal section in the performance template.
- After you enable the synchronized goals profile option, you can see the Evaluation Type field in the definition of a goal plan. This also includes previously created goal plans, which means you can use them with any new synchronized goal performance templates.
- You can create performance documents based on the synchronized goal templates.
- The application automatically updates the created performance documents with any goals added or removed.
Tips And Considerations
- Enable synchronized goal functionality after you enable responsive pages for performance documents, goal management or career development.
- Competency evaluation topics aren’t automatically synchronized, so you must still manually update them to bring in new competencies.
- When you create a worker’s performance document, and they don’t have a goal plan with an evaluation type that matches the evaluation type of a performance goal section in the performance template, then the application won’t include that section in the worker’s performance document. This means you can now create performance documents for a worker before they have a goal plan assigned. After you assign the goal plan, a process triggers which updates performance documents and adds performance goal evaluation topics to them for any goal plans with an evaluation type that matches the evaluation type in the performance goal sections.
- Active development goals in a worker’s development plan display in their performance document and don’t consider the dates of the development goal and the dates of the performance document. Encourage workers to set any development goals which they’re not working on to inactive to avoid these displaying in the performance documents.
- Performance documents display performance goal evaluation topics using the worker’s goal plan name and not the section name defined in the performance template.
- Performance documents display the development goal evaluation topic using the worker’s development plan name and not the section name defined in the performance template.
- The performance and development goal evaluation topics in the performance document are links for the user to view the employee's goal plan or development plan. The user can see the plans if they have access to them. If the user doesn’t have to access to them, for example if the user is a participant, then they can still view all the goal details while evaluating the goal.
- The performance document displays the same attributes and sort options for performance goals in the goal plan used in goal management, which are controlled by Transaction Design Studio (TDS).
- The performance document displays the same attributes and sort options for development goals in the development plan used in career development, which are controlled by TDS.
- Control sort options when evaluating performance and development goals in the performance document by configuring them using TDS.
- Additional sort options are available when evaluating performance goals to provide more consistency with viewing the goal plan.
- You can set up item and section weights in performance documents up to 2 decimal places. If you enable the ORA_HRA_SYNCHRONIZED_GOALS profile option, then the application doesn’t consider the HRG_ALLOW_DECIMALS_IN_WEIGHTS profile option.
- Editing weights and target ratings in the performance document are now available from the Actions menu when viewing the goal plan, development plan, and competency list evaluation topics for a consistent user experience.
- Performance goal template sections for use in synchronized performance documents don't have a configuration for item weights. The goal plan configuration determines if the performance goal evaluation topic displays weights.
- Minimum weight isn't supported for performance and development goal evaluation topics in performance documents.
- Overall Summary calculated ratings include all performance goal evaluation topics in the calculation, including any weighting.
- New DBIs for multiple performance goal sections are available to use in fast formulas to calculate ratings in performance document.
- If a goals evaluation topic is locked because of the approvals pending, then as long as you provided the required ratings and comments, you can still complete the evaluation tasks.
- You can only calibrate one performance goal evaluation topic using Workforce Compensation. You can either calibrate the section which uses the employee's primary goal plan or if no primary goal plan exists, then the performance goal section with the lowest sequence number in the performance template.
- If configured, the employee's Talent Profile is updated with multiple performance goal evaluation topic ratings when the performance document is completed.
- If a performance goal is evaluated, you can’t move it from a worker’s goal plan to a different goal plan or transfer it from a worker’s goal plan to another worker’s goal plan.
- If you change a goal plan definition or goal plan set which aren't used to define performance goal evaluation topics in performance documents, a process runs to see if those changes will now impact performance documents. The Update Performance Documents with Goal Plan Data process checks whether the goal plans now match the configuration for a performance goal section in a performance template to add them as sections to the worker's performance documents.
- Schedule the Synchronize Goal Data in Performance Documents process to ensure worker’s performance documents are synchronized with the performance goals in Goal Management, and development goals in Career Development. Choose to run the process for specific review periods or goal plans. All development goal data is synchronized regardless of selections.
- You can’t delete an employee's assigned goal plan if it's used to create performance goal evaluation topics in performance documents. Deleting an assigned goal plan would remove those evaluation topics from the performance documents and may delete ratings and comments provided for them.
- You can’t change whether weights are enabled for a goal plan definition if it's used to create performance goal evaluation topics in performance documents. Changing the weights may change calculated ratings considering the goal weights.
- You can’t set a goal plan definition to inactive if it's used to create performance goal evaluation topics in performance documents. Changing the status to inactive removes those evaluation topics from the performance documents and may delete ratings and comments provided for them.
- You can’t change the review period for a goal plan if it's used to create performance goal evaluation topics in performance documents. Changing the review period removes those evaluation topics sections from the performance documents and may delete ratings and comments provided for them.
- You can’t change the status of a goal plan in a goal plan set to pending if it's used to create performance goal evaluation topics in performance documents. Changing the status removes those evaluation topics from the performance documents and may delete ratings and comments provided for them.
- You can’t change a goal plan set to inactive if it's used to create performance goal evaluation sections in performance documents. Inactivating a goal plan set removes those evaluation topics from the performance documents and may delete ratings and comments provided for them.
- You can’t change the review period for a goal plan set if it's used to create performance goal evaluation topics in performance documents. Changing the review period removes those evaluation topics from the performance documents and may delete ratings and comments provided for them.
- If you no longer wish to use this feature and disable the synchronized goals profile option, then the performance documents configured for synchronized goals will no longer be automatically synchronized. This prevents additional impact to the performance of the application. You may want to consider cancelling or deleting these performance documents.
Simplified Check-In Deletion Process
Easily delete a check-in if the notes and questionnaire responses included in the check-in were added by you (employee or manager). You don't have to delete the notes or questionnaire responses beforehand.
Simplify the process of deleting a check-in and save time by not deleting notes and questionnaire responses first.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
You won't be able to delete a check-in if it contains notes and questionnaire responses that weren't added by you.
Oracle Learning Cloud is a skills driven learning platform that enables employees, teams and organizations to develop the most relevant set of skills. Oracle Learning combines informal and formal learning, from internal catalog and external learning sources into a single platform to provide learners with a single, unified learning experience.
Fewer Clicks to Launch eLearning from Course Enrollment Details
Launch eLearning with a single click on the course enrollment details page when you receive a course assignment and haven’t yet selected an offering to complete the training. This enhanced design simplifies the learner's experience because there are now fewer clicks to get to eLearning.
This optimized user experience will only appear when the following conditions are met:
- The learner has a course enrollment in No Offering Selected status.
- There is only 1 available offering for the learner to select.
- The available offering is a self-paced offering with a single activity that is either SCORM, HACP, or video.
- The available offering does not have an enrollment form or enrollment approval enabled.
- The offerings must be self-paced or blended, and the assignment must be voluntary.
When these conditions are met, learners will see the Enroll button in the message banner on the enrollment details page instead of Select Offering.
- Navigate to Me > Learning > Current Learning.
- Click a course name hyperlink.
- Click the Enroll button in the button in the header level warning message of the Course details page.
When you click it:
- The course enrollment is updated to In Progress, the selected offering details added to the enrollment, and the page refreshes to show the completion details section with progress information.
- If the first activity is either SCORM or HACP, the eLearning player automatically opens and the content begins to play.
- If the first activity is video, the page refreshes and the video appears inline on the activity details page.
Learners can now benefit from a single click to launch eLearning when they receive a course enrollment and haven’t yet selected an offering to complete that training. This is similar to the optimized experience when learners self-enroll in a course that has a single available self-paced offering. This enhancement optimizes that experience from the course enrollment details.
Steps to Enable
You don't need to do anything to enable this feature.
Configure SCORM and HACP content to allow learners a specific number of attempts to obtain the passing score before completing their assignment as Not Passed. This is a new option for the Recorded Attempts setting, which previously allowed for Single or Unlimited attempts.
Setting the recorded attempts is available by navigating to My Client Groups > Learning > Catalog Resources > Content > Edit Content Screen > Advanced > Recorded Attempts drop-down list. This option previously existed for assessments, and is now available for the SCORM 1.2, SCORM 2004, and HACP content types.
The Recorded Attempts setting controls the outcome of the learner's status on the offering activity and associated learning assignment. When a learner completes a SCORM or HACP offering activity, that attempt is captured regardless of this setting. The setting behaves as follows:
- Unlimited: Learners can restart the content from the beginning as many times as they need to obtain its passing score. The offering activity is only updated to Completed once the learner obtains the passing score. The number of attempts it takes them to achieve the passing score is captured by Oracle Learning Cloud, and is presented to learners in the Past Tries view of their enrollment details, and to administrators on the Manage Activities page.
- Limited Number: When you select this option, you must also specify the Number of Recorded Tries. This field requires a value greater than 1.The default setting is 2. When you select the Limited Number option, learners can restart the content from the beginning for the specified Number of Recorded Tries to obtain the passing score. If they don't successfully obtain a passing score after the specified number of attempts, the offering activity is updated to a status of Not Passed, and so is their corresponding learning assignment. If they obtain a passing score by the specified number of attempts, the offering activity is updated to Completed.
- Single: Learners only have a single attempt to obtain the passing score. If they do not pass, the offering activity is updated to a status of Not Passed, and so is their corresponding learning assignment.
Learning administrators can now define the specific number of attempts a learner has to successfully complete SCORM or HACP online content. When learners reach the specified number of attempts without successfully meeting the mastery score, their learning records are updated to a status of Not Passed.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
Setting this option to Limited Number is only supported on the Edit Content page per content item, and can't be set by default when loading new online content items. The default value for the Recorded Attempts setting used during content item creation has not changed, and relies on the value of the profile option WLF_ROLLUP_FAILED_SCORM to determine if content items are created with single or unlimited Recorded Attempts.
Steps to check profile option:
- Task: Manage Administrator Profile Values
- Profile Option Code: WLF_ROLLUP_FAILED_SCORM
- Profile Display Name: Roll up failed SCORM attempts
When you decrease the number of recorded attempts, by changing recorded attempts from Unlimited to Single, Unlimited to Limited Number, or by reducing the number of recorded tries, all learners who have not yet completed the content and have exceeded the new number of recorded tries will have their learning assignment and activity status updated to the status of Not Passed. This is done by a background process, and may take some time to complete before the changes are visible in the application.
Updated Learning Administrator Navigation and Catalog Search Experience
Access learning administration tasks directly using new quick actions that provide you with direct access to many learning administrator tasks. Quick actions are links on the Home page that enable you to initiate actions quickly for yourself, your team, or your client groups. The set of actions that you see are displayed based on your security privileges, and what tab you accessed them from (Me, My Team, My Client Groups).
In addition, the learning administrator app has been updated with a new landing page experience that is similar to the other apps in My Client Groups.
New Quick Actions for Learning Administrators
Catalog Management
- Course, Offering, Specialization, Community, and eLearning search pages
- Create offering, course, specialization and community actions
Learning Assignments Management
- Learning Assignments and Learning Initiatives search pages
- Create Required Assignment, Voluntary Assignment, Required Initiative, and Voluntary Initiative actions
Recommendations Management
- Create Recommendations and recommendation initiative actions
Catalog Resource Management
- Content, Classrooms, Instructors, Training Suppliers and Global Access Groups search pages
- Create Instructor and Classroom actions
Learning Setup
- Evaluations, Social, External Providers, Catalog Defaults, Alerts, Learner Defaults, Self-Service, and Background Processing configuration pages
The quick actions are secured using the same functional security privileges that secure their corresponding page or action in the application. For example, if an administrator is not granted the privileges to manage the learning catalog, then they would not see those corresponding quick actions just as they would not see the corresponding page when in the app. There is therefore no changes required to existing security roles you have created.
Updated Learning Administration App
The learning administration app which is accessed from My Client Groups > Learning has also been updated for a consistent user experience with other HCM apps in My Client Groups. Administrators will now be able to access more pages directly from the apps landing page.
Catalog Search Performance Improvements
Learning administrators will experience better performance when searching for courses, offerings, specializations, or communities, and when searching for instructors in the catalog resources area.
Offerings Search Page Changes
- It's no longer possible to search for offerings by Active Learner or Completed Learner count, as these search options have been removed.
- The Most Popular and Recently Enrolled saved searches have been removed.
- Active and Completed Learners columns are hidden in the search results table by default.
Course Search Page Changes
- It's no longer possible to search for courses by Active Learner or Completed Learner count as these search options have been removed
- The “Most Popular” saved search has been removed
- Active and Completed Learners columns are hidden in the search results table by default.
Specialization Search Page Changes
- It's no longer possible to search for specializations by Active Learner or Completed Learner count as these search options have been removed.
- The following saved searches have been removed: Current Specializations, Future Specializations, and Past Specializations.
- The Search by Title saved search criteria for specializations has been updated to the same default search criteria used when searching courses or offerings, and now requires either title or publish start date.
- Active and Completed Learners columns are hidden in the search results table by default.
Communities Search Page Changes
- It's no longer possible to search learning communities using membership or learning assignment search attributes. The following attributes have been removed from the search criteria options:
- Active, Completed, Overdue, Total, and Upcoming Assignment Counts
- Assignment Creation Date
- Total, Required, Voluntary and Manager Membership Counts
- The following saved searches have been removed: “Communities with new assignments”, “Communities with overdue assignments”, “Open communities”, and “Recently created communities”
- All assignment and member count columns in the search results have been disabled by default.
These enhancements improve the learning administrators overall user experience when managing the learning system
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
All personalized saved searches created prior to 21C by learning administrators in the courses, offerings, specializations, communities and instructor resources search pages will no longer be available. They must be recreated if needed. As a result of these changes, the course, offering, specialization, and community search pages will default to the Search by Title saved search for all learning administrators.
WARNING: Adding the active or completed learner count columns to the results table may degrade search response time.
Customizations you may have done prior to 21C that altered the menu items under My Client Groups > Learning may result in the administration app not showing any navigation links. You must clear those customizations. Oracle recommends using functional security to hide these pages as opposed to page customizations.
Use Learning Record Change Events in HCM Journeys Workflows
Use the new HCM Journeys integration and automate the creation of tasks for employees when they are assigned or complete learning.
HCM Journeys orchestrates a set of tasks for employees to complete based on actions and conditions you define. In this release, the Learning Record Activation and Learning Record Completion events have been added to the HCM Journeys events list. You can now define Journeys' workflows that create tasks for employees based on these events occurring in Oracle Learning Cloud.
The Learning Record Activation event is raised by Oracle Learning Cloud when an assignment record is activated. This occurs when assignments are created, or after enrollment approval if enabled. The Learning Record Completion event is raised by Oracle Learning Cloud when an assignment record is updated to Completed, Bypass Completed, or Not Passed statuses.
HCM Journeys' workflows can be configured to watch for these events, evaluate the event conditions you define, and create the resulting tasks you’ve defined for the HCM Journey. The conditions for these events allow you to control when the automation is triggered based on the following learning record attributes:
- Assigned As: Specifies on who’s behalf the learning item has been assigned to the learner.
- Assigner Attribution Type: Specifies the persona who created the assignment, values are Specialist, Community, or Person (meaning learner or manager created)
- Assigner Number: Specifies the person number who assigned the learning item.
- Assignment Type: Specifies whether the assignment is Required or Voluntary.
- Learning Item Number: Specifies the learning item, searchable by learning item number or title.
- Learning Item Type: Specifies whether learning item is a Course, Offering, Specialization, Non-Catalog learning or Self-Service learning item.
- Assignment Sub Status: Specifies the Completion Status, values are Completed, Bypass Completed, and Not Passed. This attribute is only supported with the Learning Record Completion event.
Leverage the benefits of an integrated HCM Suite of applications with this integration between Oracle Learning and HCM Journeys module, which allows you to build cross-module workflows and generate tasks for employees. Learning record activation and completion events are now available for HCM Journeys configuration.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- Recommendations and learning records for legacy learning items are not supported, and do not generate events for HCM Journeys.
- Assigned as condition contains the same lookup values used in the admin create assignment flow for the Assign As pick list. It's the first lookup listed in the Lookup Values for Learning Cloud chapter of the Oracle Learning Cloud Implementation guide.
- Use the event conditions to filter when to generate HCM Journeys tasks. For example, if you want to generate tasks for employees for a specific course, use the Learning Item Number condition to define which course. If you want to generate tasks for employees for successful completions and not Not Passed completions, then use the Assignment Sub Status condition.
Key Resources
- For more details on HCM Journeys, refer to the Checklist Configuration chapter of the Implementing Global Human Resources Guide.
Time of Day Displayed for Completion Dates
Take note that the completion date values shown in the learning self-service and the learning administration areas will now display the time the learning record completion occurred. The time will always be displayed in universal time (UTC). For example: 02/12/21 09:00 UTC. Previously, only the completion date was shown.
This change has been introduced in the following pages:
- Enrollment Listing: View Transcript and My Team Learning app
- Enrollment Details: Navigating from View Transcript or the View Enrollment action from My Team Learning
- Message Header
- Completion Status Section
- Enrollment Lifecycle Section
- My Client Groups > Learning > Manage Activities
- My Client Groups > Learning > Learners > Learning Assignments
- This also applies to course, offering and specialization learners pages.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
Completion time was always captured in previous releases, however it was not displayed to users in the application and only available in reporting using the Learning Management or Learning Records Real Time subject areas. This enhancement does not change any existing completions but will display the completion time that was previously recorded. Only UTC will be shown for now, and will not be converted to the user preferred time zone. This will be enhanced in an upcoming release.
Purge Learning Records Using HDL
Use the HDL Learning Record business object to permanently remove learning records so that they no longer appear to administrators or in reporting. This enhancements allows administrators to permanently remove any unwanted learning record data.
The Learning Records HDL business object now supports the Delete operation to purge (permanently delete) the learning records present in the system that have a status of Deleted. The purging of deleted learning records is supported for all learning item types: course, offering, specialization, legacy, non-catalog learning items, and self-service learning items.
There is a new attribute called LearningRecordPurgeFlag that has been added to the LearningRecord object. Valid values for this attribute are Y and N, but it must have a value of Y when using the Delete operation to purge a learning record in Deleted status. In all other cases, it can be left blank.
Here is a sample .dat file for purging a learning record:
METADATA|LearningRecord|LearningRecordId|LearningRecordEffectiveStartDate|LearningRecordEffectiveEndDate|LearningRecordNumber|AssignmentNumber|LearningItemType|LearningItemNumber|LearnerNumber|LearningRecordStatus|LearningRecordPurgeFlag
DELETE|LearningRecord||2021/03/11||OLC207847|OLC207848|ORA_COURSE|OLC397407|8153756|ORA_ASSN_REC_DELETED|Y
If you want to purge learning records, you are required to first ensure that they are updated to the Deleted status. Next, you'll perform a purge operation on the learning records.
For courses and their selected offering assignments, you are required to first ensure that the course and all its selected offering learning records are updated to the status of Deleted. This will purge the course learning record data, as well as all selected offering learning records in Oracle Learning Cloud. If a course learning record is purged, but an underlying offering record exists in any status other than Deleted, the HDL process will fail, and no data will be purged.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
IMPORTANT: Please note that the purged learning records are permanently deleted from the database and are not recoverable.
Learning Records in any status other than Deleted can't be purged.
Key Resources
- Refer to the document located on My Oracle Support called "Understanding Data Loading and Migration" (Document ID 2578544.1) for more details on this feature.
HDL Learning Record Business Object Enhancements
Use the new HDL Learning Record business object enhancements, which enable you to:
- Update required and voluntary offering learning records status from Withdrawn to Deleted.
- Update required and voluntary learning records status from Active to Deleted for any learning item type.
When a course learning record is updated from Active to Deleted status and has selected offerings, both the course and the selected offering assignment records are updated to Deleted status via a single update row in the HDL file, unless the course was assigned separately. For example, when an admin or manager assigns a course, and then a learner selects an offering for that course, then updating the offering record to Deleted status using HDL would not update the course assignment record to Deleted status.
These new capabilities let you easily update learning records directly to Deleted status, so that they disappear from self-service view.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- Refer to the document located on My Oracle Support called "Understanding Data Loading and Migration" (Document ID 2578544.1) for more details on this feature.
Import eLearning Completion Details with Renewals Using HDL
Use HDL to load eLearning completion details for renewing course assignments. This enables learners to review the eLearning content of their past completion for a course while using the midstream renewals import process.
Prior to this release, you could load historical course completions via HDL with completion details so that learners could review the eLearning content. However, this couldn't be done in conjunction with loading in renewals, as the midstream renewal process only supported loading in course with bypass completions. Support has been added to the midstream renewals HDL process to load in the completion details of the most recent completion, thereby allowing administrators to load past renewals, continue the renewal series, and provide learners with the ability to review the eLearning content attributed to the last completion.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
Completion details of a course assignment refer to the offering and its activities that the learner completed in order to obtain the course completion. Loading completion details using HDL is accomplished by loading an offering assignment in an active status, and then the activity attempt completion to update the assignment to completed.
Key Resources
- Refer to the document on My Oracle Support called "Understanding Data Loading and Extraction" (Document ID 2578544.1) for further details on data loading.
Support for Skillsoft and LinkedIn Course Thumbnail Images
Notice that the learner’s visual experience with courses imported from LinkedIn or Skillsoft has been enhanced. The content providers' thumbnail images for each course are now added as the branding image on the courses when created in Oracle Learning Cloud.
If you synchronized LinkedIn courses using the external provider integration prior to this release, you can now use the force reload option to enhance your existing LinkedIn courses with their thumbnails from LinkedIn. To force reload the thumbnails, use the Load and Synchronize External Course Data job (Tools > Scheduled Process > Schedule New Process).
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- If you manually add a branding image to a course that is managed by the LinkedIn or Skillsoft provider integration, synchronizing from the provider will overwrite the image you have added.
- This feature applies only to the courses that are managed by the content provider integrations.
- The force reload option is not yet supported for Skillsoft. It will be added to a future release, and announced in a future What’s New document.
Automate LinkedIn and Skillsoft Catalog Update
Automate the synchronization of LinkedIn or Skillsoft courses so that your learners always have the latest updates published by these content providers. This enhancement minimizes the time it takes learning administrators to maintain the learning catalog, because you can now automate the importing of new courses, the updating of previously imported courses, or the retirement of courses, depending on the changes published by LinkedIn or Skillsoft. These options are configurable per content provider.
There is a new Advanced section on the Configure External Provider page. (My Client Groups > Learning > Setup > Configure External Providers > LinkedIn Learning/Skillsoft > Configure.)
This section contains the following options:
- Automatically import new assets to the learning catalog: Select this to indicate that you want new courses available to you to be imported to Oracle Learning Cloud.
- Automatically import modified assets to the learning catalog: Select this to indicate that you want previously imported courses to be updated with the latest changed published by the provider.
- Automatically retire assets from the learning catalog: Select this to indicate that you want imported courses to be end-dated in Oracle Learning cloud when they are retired by the provider. The published end-date for the corresponding course, offering, and content item in Oracle Learning Cloud will be set to the date when the import is run.
Monitoring Synchronization
You can continue to use the import external content page to check for new, modified, or retired courses. When the synchronization job runs, it processes all new and modified items. Once it completes, there will no longer be any items in New or Modified status. If a course failed to synchronize, its status is displayed as Failed, and the details of the failure are available in the log file generated by the synchronize job.
Steps to Enable
To enable automation for LinkedIn:
- Edit the LinkedIn provider configuration, and select the options you want to enable.
- Schedule the Load and Synchronize External Course Data job at your preferred time and interval. Oracle recommends scheduling this job to run daily to process the options you have selected.
To enable automation for Skillsoft:
- Edit the Skillsoft provider configuration, and select the options you want to enable.
- Schedule the Load and Synchronize Skillsoft Course Data job at your preferred time and interval. Oracle recommends scheduling this job to run daily to process the options you have selected.
•
Tips And Considerations
- Take note that LinkedIn and Skillsoft may have different user experiences when courses are retired.
- A retired LinkedIn course is no longer discoverable in Oracle Learning Cloud self-service learning catalog searches, but can still be accessed and completed by assigned learners, and can be reviewed by completed learners.
- A retired Skillsoft course is no longer discoverable in Oracle Learning Cloud self-service learning catalog searches, and depending on your account configuration with Skillsoft, they may or may not be accessible to assigned and completed learners.
- In Update 21B the ability to selectively import a subset of courses was introduced. When enabling the automatic import of new assets, all assets are imported and override any manual selective import that was done previously.
- If you manually add a branding image to a course that is managed by the LinkedIn or Skillsoft provider integration, this automation will not overwrite that.
Virtual Classroom Provider Background Process Changes
Be aware that multiple external provider synchronization jobs for WebEx and Adobe, which had the same names, have been consolidated into a single job to simplify configuration tasks. The new job is called Virtual Classroom External Provider Synchronization. This means that Learning administrators now have a single background process to schedule when using virtual classroom providers.
This new job replaces the Invokes Virtual Classroom Provider Services job. It creates and updates meetings, adds and removes attendees from meetings, and also downloads the attendance report and recording links.
- Navigate to Tools > Schedule Processes > Schedule New Process.
- Search for "Virtual Classroom External Provider Synchronization."
- On the Process Details page, click Advanced > Advanced Options.
- Select using a schedule.
- Select Frequency, start and end dates.
- Click Submit.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- Refer to the chapter called Scheduled Processes in the guide called Implementing Oracle Learning Cloud, for more information about scheduled jobs.
Activity Views in HCM Mobile Offline Learning App
Use the new activity views in the HCM Mobile offline learning app to quickly see the activities that still need to be completed.
The mobile offline experience now aligns with the online experience where you can view:
- Things to Finish - This is the default view until the assignment status is Completed.
- All Activities - Shows all sections and activities, regardless of course activity assignment status.
- Completed Activities - Shows all the sections and activities in Completed status. The view defaults to this mode once a specialization assignment status is Complete.
Steps to Enable
You don't need to do anything to enable this feature.
Oracle Recruiting Cloud provides tools for hiring managers and recruiters to source and nurture candidates, create and manage job requisitions, screen and select candidates, create and manage job offers, and onboard new employees into the organization. It also provides career sites for employees and external candidates to search, discover and apply to jobs using a frictionless application process.
Oracle Digital Assistant – Candidate Experience Skill Improvements
Candidate Experience skill users don't need to re-authenticate when they're already authenticated on the career site. Users sign in once on the career site and they can use the skill intents to search for jobs, check their application status, and withdraw their application. Similarly, when the Keep Me Signed in for External Candidates feature is enabled, the session is shared with the Candidate Experience skill so that users don't need to re-authenticate.
Except for the Apply for a Job link, all other links will open in the same web session.
With this feature, candidates have a seamless user experience when using the Candidate Experience skill.
Steps to Enable
You don't need to do anything to enable this feature.
Enhanced User Experience for Disabled Communication Channels
When existing candidates apply for a job or provide additional information, or when new candidates apply for a job, join a talent community, or resume drafting their job application, a tooltip now displays if their email or phone is disabled. This tool tip explains that their email or phone number can only be edited in candidate self-service.
This enhancement improves the candidate experience by providing informational messaging to your candidates as they move through application flows.
Steps to Enable
You don't need to do anything to enable this feature.
Priority of Contact Information Block in Talent Community Flow
To improve your candidates' experience more priority is given to the Contact Information block in a Talent Community flow. Contact information is now always visible in the Talent Community flow, eliminating the need for candidates to select Show More Fields to see this information.
With this enhancement, the Profile Import option will be moved above the Contact Information block.
This feature improves the candidate experience by streamlining the Talent Community flow.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
If the Contact Information block is the only block in the flow, the Show More Fields button isn't visible.
Candidates and Candidate Job Applications
Ex-Workers Can Add National Identifiers and Date of Birth
Allow your ex-employees, ex-contingent workers, and contingent workers treated as external candidates to add their national identifier and date of birth in their job applications. Those candidate types can view their national identifier and date of birth that were previously added to their profile. While they can't edit their existing national identifier and date of birth, they can now add new ones when applying for a new role or filling in request for more information.
Candidates, ex-workers, and contingent workers treated as external candidates can now add the same type of national identifier in case the one stored against their profile is no longer valid.
Steps to Enable
You don't need to do anything to enable this feature.
Autocomplete Rule for Offer on Worker Assignment Business Object
You can now create an autocomplete rule for the assignment business object during offer creation. You can also configure rule conditions to read values from the job requisition and compare it with the values entered or defaulted in the offer assignment.
For example, you can validate if the job entered in the assignment section matches with the job (if present) in the job requisition, if not display an error message.
Steps to Enable
To enable this feature you need to log a Service Request (SR).
To enable Autocomplete Rules in the HCM Experience Design Studio, you need to log a service request (SR). To get access, please review and follow the instructions provided in the My Oracle Support document, Enabling Autocomplete Rules Feature Starting with Update 21B (Document ID 2767655.1).
Banners for Job Offer Approval
Job offer initiators, approvers, and observers can track how job offers are moving through the approval process by viewing banners displayed on the job application's Details and Offer tabs. Job offer initiators and approvers can also click links on these banners to get more details such as viewing the whole offer or seeing who is the next approver in line, and to take actions on the offer such as approving it or withdrawing it from approval.
Banners are displayed when:
- An offer is submitted for approval.
- An offer approval is underway.
- An approver requested more info about the offer.
- The offer initiator needs to provide more info about the offer.
Banners are also displayed on the job application's Details and Offer tabs when:
- An offer is extended.
- An offer will be extended at a certain point in the future, if the selection process is configured to automatically extend job offers.
- There are any issues while trying to extend an offer.
- There are any issues while using the Move to HR action.
With this feature, users know where their job offers stand in the approval cycle and at later points in the offer phase.
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
Users who have one of these privileges can view the banners:
- View Job Offer
- View Candidate Job Application
Job Offers Can Include Delayed Compensation
You can configure job offers with individual compensation plans allocated on the projected start date or after a delay. You can promise individual compensation plans to the candidate on the same day that their new assignment begins, or a certain number of days or weeks after that.
As an administrator, you can now synchronize individual compensation plan start and end dates with the projected hire date defined in the offer. Then whenever recruiters change the projected hire date in the offer and then go to the individual compensation section, the plan dates will adjust automatically. For example, the projected start date of an offer is January 1, 2022 and the plan allocation starts the same day. Later the projected hire date changes to February 1, 2022. When you get to the individual compensation section, the existing plan start date adjusts to February 1, 2022, to align with the new projected hire date.
Alternatively, administrators can set a delay. When the offer is drafted, the plan start and end dates are automatically set using the projected hire date and the specified delay. For example, an offer includes a sign-on bonus to start 1 month after the projected hire date. Since the current projected hire date is February 1, 2022, the start date of the bonus plan is set to March 1, 2022 after you go to the individual compensation section.
Administrators can let recruiters override the calculated plan start date, end date, or both when they include the plan in their draft offers. But when the recruiter overrides the dates, the synchronization can no longer happen automatically and they have to manually intervene for every change in the projected start date. Their intervention involves deleting the awarded individual compensation and adding it again, not correcting the dates of the existing plan.
With this feature, compensation plans stay in sync with changes made to the employee start date.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- For more information, see the 21C Workforce Rewards What's New feature Individual Compensation Plan Synchronized with Projected Start Date Introduction under compensation.
Job Offers for Temporary Assignments
You can create job offers for internal candidates who will take a temporary assignment elsewhere in the company.
When you create a job offer, the Action menu in the When and Why section displays a new option: Add Temporary Assignment.
When the offer is accepted, the HR flow Add Assignment is used to continue the process. Upon entering the flow, the HR specialist will see by default the value Temporary in the Permanent/Temporary pulldown.
With this feature, you can manage short-term internal opportunities.
Steps to Enable
You don't need to do anything to enable this feature.
Job Requisition List in Position Details
When you go to the Position Details work area and view the details of a position, you can now see a list of requisitions created for this position.
- Only active requisitions are displayed (requisitions which aren’t Filled or Canceled).
- Only requisitions you’re allowed to see are displayed.
- Ten requisitions are listed, the newer ones are displayed first. You can load more if desired.
- For each requisition, the following information is displayed: Requisition Title, Requisition Number, Requisition Status.
- You can navigate to the requisition to see more details.
While you work on positions, you know if requisitions have already been created for the position and their current status.
Steps to Enable
You don't need to do anything to enable this feature.
Required Sections During Job Requisition Creation
As an administrator, when you create or edit rules for the Recruiting - Create Job Requisition action in the Transaction Design Studio, you can now define if sections within a requisition must be accessed or not by users.
When sections are configured as required, users creating job requisitions or modifying draft job requisitions need to access and open these sections in the requisition to be able to save the requisition or submit it for approval. If required sections aren’t accessed, an error message is displayed indicating which ones need to be accessed to proceed with the selected action. For users who can only initiate job requisitions (users without the Update Job Requisition privilege), the error message is displayed when saving the requisition. For users with the Update Job Requisition privilege, the error message is displayed when submitting the requisition. This allows users to save changes in the requisition even if not all required sections have been visited, while making sure required sections are visited before submitting.
This feature provides the ability to make a section required in a job requisition and to force users to visit that section and provide a value for a required field within that section.
Steps to Enable
Follow these steps to configure which sections in a requisition must be accessed by users.
- Activate a sandbox and page editing at the Site layer in Settings and Actions Menu > Edit Pages > Activate a sandbox.
- On your Home page, go to My Client Groups > Quick Actions > HCM Experience Design Studio.
- Click the Transaction Design Studio tab.
- Select the action Recruiting - Create Job Requisition.
- Click Add to create a rule to display certain sections and fields.
- In the Basic Details section, enter a name and description for the rule. You can select a role name, recruiting type, and country.
- In the Show or Hide Regions section, set the Show questionnaire page to Yes to display the Required/Not Required configuration option for all sections of the requisition.
- You can change the value of the Required/Not Required configuration option for all sections, except the How section. This section must be visible every time a new requisition is created. When you set a section as Required, it’s automatically set as Visible.
- Click Save and Close.
Responsibilities and Qualifications in Job Requisitions
You can now define responsibilities and qualifications for a job requisition and display this information to candidates viewing the details of this requisition.
When you create a job requisition, the Posting Description section contains these new fields to enter responsibilities and qualifications:
- Internal Responsibilities
- Internal Qualifications
- External Responsibilities
- External Qualifications
You can provide a different value for internal and external candidates, just like you do for the Description field. You can use the rich text editor features to format the text.
The Responsibilities and Qualifications values can be defaulted from the job or position when creating a job requisition using a job or position. It's also possible to get a value for these fields if they were defined in the Recruiting Content Library.
In external and internal career sites and agency portals, the Responsibilities and Qualifications fields are automatically displayed in job requisitions if they contain a value. If no value is available, the fields aren't displayed.
Candidates can use the keyword search in external and internal career sites to search for responsibilities and qualifications.
With this feature, the posting description is split into multiple pieces. This allows defaulting the values from the job or position from which the job requisition is created. It also makes it easier for candidates to read the posting description.
Steps to Enable
In job requisitions, the Responsibilities and Qualifications fields are hidden by default and aren’t mandatory. To display them, follow these steps.
- Activate a sandbox and page editing at the Site layer in Settings and Actions Menu > Edit Pages > Activate a sandbox.
- On your Home page, go to My Client Groups > Quick Actions > HCM Experience Design Studio.
- Click the Transaction Design Studio tab.
- Select one of these actions: Recruiting - Create Job Requisition or Recruiting - View and Edit Job Requisition.
- Click Add to create a rule to display certain sections and fields.
- In the Basic Details section, enter a name and description for the rule. You can select a role name, recruiting type, and country.
- In the Page Attributes section, select the Posting Description region.
- Configure the following fields as being visible. You can also make them mandatory.
- Qualifications for External Candidates
- Qualifications for Internal Candidates
- Responsibilities for External Candidates
- Responsibilities for Internal Candidates
- Click Save and Close.
You can use the Posting Description category in the Recruiting Content Library to define qualifications and responsibilities. Note that the Posting Description category is also used to define the posting description of a job requisition. When the Description, Responsibilities, and Qualifications fields are defined and the recruiter selects them when creating a job requisition, the three values are defaulted to the requisition. Recruiters can override the content and personalize it, as needed.
- In the Setup and Maintenance work area, go to:
- Offering: Recruiting and Candidate Experience
- Functional Area: Recruiting and Candidate Experience Management
- Task: Recruiting Content Library
- On the Recruiting Content Library page, click Create.
- On the Create Content Item page, select the Posting Description category.
- Enter content in the Responsibilities and Qualifications fields. You can use the rich text editor features to format the text.
- Complete the other fields like any other content item.
You can define if responsibilities and qualifications must be defaulted from the profile when creating a requisition using a job or position. A new profile option is available: ORA_IRC_REQ_DEFAULT_RESP_QUAL_FROM_PROFILE_ENABLED. This profile option is off by default to preserve existing behavior.
- In the Setup and Maintenance work area, search for the task Manage Administrator Profile Values.
- On the Manage Administrator Profile Values page, search for the profile option code ORA_IRC_REQ_DEFAULT_RESP_QUAL_FROM_PROFILE_ENABLED.
- Change the Site profile value to Yes.
- Click Save and Close.
Tips And Considerations
This feature applies to standalone job requisition templates as well. In these templates, the Responsibilities and Qualifications fields are always visible; it’s not possible to configure their visibility. Also, the Responsibilities and Qualifications fields aren’t available when creating a job requisition template for jobs or for positions.
The content provided in the Responsibilities and Qualifications fields of a job requisition can be displayed on career sites and is available to be used by job distribution partner services. However, this content isn't included in LinkedIn job postings created with the LinkedIn Recruiter System Connect functionality.
Background Check Partner National Identifier Updates
As part of the background verification process, partners can now send National Identifier Data (NID) for external candidates, ex-employees, ex-contingent workers, and external contingent workers using their partner portal. These details will be reflected on the candidate’s detail page in the Requisition section.
Here’s how you view NID data:
-
Go to My Client Groups > Hiring > Requisition.
-
Click Applications next to the requisition.
-
Select the name of the external candidate who has applied to the position.
-
Click the Sensitive Info tab on the left navigation bar. You can see the candidate’s NID information under the National Identifiers section.
NOTE: This tab is visible only for external candidates. The NID information is displayed if it's previously captured by the background check partner and sent to the HCM application, or entered by the candidate, or entered by the recruiting manager with the Manage Sensitive Information privilege or through integration.
With this feature partners can now send National Identifier Data (NID) as part of the background verification process.
Steps to Enable
To view NID data for contingent workers, they need to be configured as external candidates. Here’s how to configure them:
- In the Setup and Maintenance work area, search for the Manage Administrator Profile Values task.
- On the Manage Administrator Profile Values page, search for the profile option IRC_TREAT_CWK_AS_EXTERNAL.
- Update the profile value to Y.
- Click Save and Close.
Transactional Business Intelligence for Talent Management
Oracle Transactional Business Intelligence is a real time, self-service reporting solution offered to all Oracle Cloud application users to create ad hoc reports and analyze them for daily decision-making. Oracle Transactional Business Intelligence provides human resources managers and specialists, business executives, and line managers the critical workforce information to analyze workforce costs, staffing, compensation, performance management, talent management, succession planning, and employee benefits.
Don’t want to start from scratch building a report or analytics? Check out the library of sample reports for all products on Customer Connect on the Report Sharing Center.
Talent Review Meeting - Reviewee Notes Availability
The ability to report on notes provided to the reviewee in a talent review meeting was previously restricted to submitted meeting configuration status only. As of this release, reporting on reviewee notes is supported regardless of the meeting configuration status.
Now you can report on all review notes regardless of the meeting configuration status.
Steps to Enable
You don't need to do anything to enable this feature.
Improve Reporting On Worker Performance Documents Moved During A Global Transfer
Use OTBI to find out which performance documents have moved from an employee's old assignment to their new assignment as part of a global transfer. OTBI uses the performance document end date as the basis of the report.
Quickly find out the details for which performance documents have moved during a global transfer.
Steps to Enable
You don't need to do anything to enable this feature.
Requested Feedback on Performance Goal
The feedback on goals is incorporated in the Workforce Performance - Requested Feedback Real Time subject area. This is enhanced with the following new sub folder and attributes:
Subject Area | Folder | Sub Folder (new) | Attributes |
---|---|---|---|
Workforce Performance - Requested Feedback Real Time |
Feedback Request | Performance Goals |
|
With this enhancement you would be able to report on all the requested feedback details against the worker's performance goals.
NOTE: If you have to report on other details related to the performance goals then you need to join Workforce Performance - Requested Feedback Real Time subject area with the subject area Workforce Goals - Goal Status Overview Real Time in a cross subject area query.
Enhance your reporting on performance goals with the inclusion of the reporting capability on the feedback requested for the performance goals.
Steps to Enable
You don't need to do anything to enable this feature.
Evaluation Type Attribute in Goal Plan
The following attributes have been to the goals based subject areas
Subject Area | Folder | Attribute(s) added |
---|---|---|
Workforce Goals - Goal Status Overview Real Time |
Performance Goal Plan |
|
Workforce Goals - Goal Plan Assignments Real Time |
Performance Goal Plan |
|
Improve your reporting on performance goal plans with the addition of the attribute to report on the evaluation type.
Steps to Enable
You don't need to do anything to enable this feature.
This enhancement allows you to report on the notes added by various stakeholders to the worker's performance goals. The subject area enhancements is listed below:
Subject Area | Folder | Subfolder (newly added) | Attributes |
---|---|---|---|
Workforce Goals - Goal Status Overview Real Time |
Performance Goals |
Goal Notes |
|
Enhance your reporting on performance goals with the inclusion of the notes added against the respective performance goal.
Steps to Enable
You don't need to do anything to enable this feature.
Learning Records Real Time Subject Area Enhancements
Use new instructor, classroom, and learning record attributes in the Learning Records Real time Subject Area, which enhance your BI reporting capabilities. In addition, folder locations have been updated for some columns to organize them in a more meaningful way.
Learning Records Real Time Subject Area: Instructor Attributes
Column Name | Folder Location |
---|---|
Instructor Person Number |
/Root/Assigned Learning Item Information/Selected Course Offerings/Offering Assigned Learning Item Information/Offering Primary Instructor |
Instructor |
/Root/Assigned Learning Item Information/Selected Course Offerings/Offering Assigned Learning Item Information/Offering Primary Instructor |
Instructor Primary Phone Number |
/Root/Assigned Learning Item Information/Selected Course Offerings/Offering Assigned Learning Item Information/Offering Primary Instructor |
Instructor Primary Email Address |
/Root/Assigned Learning Item Information/Selected Course Offerings/Offering Assigned Learning Item Information/Offering Primary Instructor |
Instructor DFF attributes |
/Root/Assigned Learning Item Information/Selected Course Offerings/Offering Assigned Learning Item Information/Offering Primary Instructor |
Instructor Number |
/Root/Completion Information/Completion Details/ILT Activity Details/Instructors |
Instructor Person Number |
/Root/Completion Information/Completion Details/ILT Activity Details/Instructors |
Instructor |
/Root/Completion Information/Completion Details/ILT Activity Details/Instructors |
Instructor Primary Phone Number |
/Root/Completion Information/Completion Details/ILT Activity Details/Instructors |
Instructor Primary Email Address |
/Root/Completion Information/Completion Details/ILT Activity Details/Instructors |
Primary Instructor |
/Root/Completion Information/Completion Details/ILT Activity Details/Instructors |
Primary Instructor Description |
/Root/Completion Information/Completion Details/ILT Activity Details/Instructors |
Instructor DFF attributes |
/Root/Completion Information/Completion Details/ILT Activity Details/Instructors |
Learning Records Real Time Subject Area: Classroom Attributes
Column Name | Folder Location |
---|---|
Classroom Number | /Root/Completion Information/Completion Details/ILT Activity Details/Classrooms |
Classroom Title | /Root/Completion Information/Completion Details/ILT Activity Details/Classrooms |
Location Name | /Root/Completion Information/Completion Details/ILT Activity Details/Classrooms |
Location Address Line 1 |
/Root/Completion Information/Completion Details/ILT Activity Details/Classrooms |
Location Address Line 2 |
/Root/Completion Information/Completion Details/ILT Activity Details/Classrooms |
Location Address Line 3 |
/Root/Completion Information/Completion Details/ILT Activity Details/Classrooms |
Location City |
/Root/Completion Information/Completion Details/ILT Activity Details/Classrooms |
Location Country |
/Root/Completion Information/Completion Details/ILT Activity Details/Classrooms |
Location Zip Code |
/Root/Completion Information/Completion Details/ILT Activity Details/Classrooms |
Primary Classroom |
/Root/Completion Information/Completion Details/ILT Activity Details/Classrooms |
Primary Classroom Description |
/Root/Completion Information/Completion Details/ILT Activity Details/Classrooms |
Contact Person Number |
/Root/Completion Information/Completion Details/ILT Activity Details/Classrooms |
Contact Person Display Name |
/Root/Completion Information/Completion Details/ILT Activity Details/Classrooms |
Contact Person Primary Phone Number |
/Root/Completion Information/Completion Details/ILT Activity Details/Classrooms |
Contact Person Primary Email Address |
/Root/Completion Information/Completion Details/ILT Activity Details/Classrooms |
Classroom DFF attributes |
/Root/Completion Information/Completion Details/ILT Activity Details/Classrooms |
Classroom Number |
/Root/Assigned Learning Item Information/Selected Course Offerings/Offering Assigned Learning Item Information/Offering Primary Classroom |
Classroom Title |
/Root/Assigned Learning Item Information/Selected Course Offerings/Offering Assigned Learning Item Information/Offering Primary Classroom |
Location Name |
/Root/Assigned Learning Item Information/Selected Course Offerings/Offering Assigned Learning Item Information/Offering Primary Classroom |
Location Address Line 1 |
/Root/Assigned Learning Item Information/Selected Course Offerings/Offering Assigned Learning Item Information/Offering Primary Classroom |
Location Address Line 2 |
/Root/Assigned Learning Item Information/Selected Course Offerings/Offering Assigned Learning Item Information/Offering Primary Classroom |
Location Address Line 3 |
/Root/Assigned Learning Item Information/Selected Course Offerings/Offering Assigned Learning Item Information/Offering Primary Classroom |
Location City |
/Root/Assigned Learning Item Information/Selected Course Offerings/Offering Assigned Learning Item Information/Offering Primary Classroom |
Location Country |
/Root/Assigned Learning Item Information/Selected Course Offerings/Offering Assigned Learning Item Information/Offering Primary Classroom |
Location ZIP Code |
/Root/Assigned Learning Item Information/Selected Course Offerings/Offering Assigned Learning Item Information/Offering Primary Classroom |
Contact Person Number |
/Root/Assigned Learning Item Information/Selected Course Offerings/Offering Assigned Learning Item Information/Offering Primary Classroom |
Contact Person Display Name |
/Root/Assigned Learning Item Information/Selected Course Offerings/Offering Assigned Learning Item Information/Offering Primary Classroom |
Contact Person Primary Phone Number |
/Root/Assigned Learning Item Information/Selected Course Offerings/Offering Assigned Learning Item Information/Offering Primary Classroom |
Contact Person Primary Email Address |
/Root/Assigned Learning Item Information/Selected Course Offerings/Offering Assigned Learning Item Information/Offering Primary Classroom |
Classroom DFF attributes |
/Root/Assigned Learning Item Information/Selected Course Offerings/Offering Assigned Learning Item Information/Offering Primary Classroom |
Learning Records Real Time Subject Area: Additional Columns
Additional columns have been added to the Learning Records Real Time Subject Area under
- General Information
- Selected Course Offerings
- Validity - Expiration and Renewal Information
- Assigned Learning Item Information Activity Completion
- Pre-active Details
- Completion Information
- Assigner Information
- Offering Assigner Information
- Offering Pre-Active Details
Column Name | Folder Location |
---|---|
Enrollment Profile Number |
/Root/General Information |
Enrollment Profile Source Identifier |
/Root/General Information |
Enrollment Profile Source Information |
/Root/General Information |
Enrollment Profile Source Type |
/Root/General Information |
Enrollment Sub Type |
/Root/General Information |
Enrollment Profile Name |
/Root/General Information |
Enrollment Profile Number |
/Root/Assigned Learning Item Information/Selected Course Offerings |
Enrollment Profile Source Identifier |
/Root/Assigned Learning Item Information/Selected Course Offerings |
Enrollment Profile Source Information |
/Root/Assigned Learning Item Information/Selected Course Offerings |
Enrollment Profile Source Type |
/Root/Assigned Learning Item Information/Selected Course Offerings |
Enrollment Sub Type |
/Root/Assigned Learning Item Information/Selected Course Offerings |
Enrollment Source Identifier |
/Root/Assigned Learning Item Information/Selected Course Offerings |
Enrollment Source Information |
/Root/Assigned Learning Item Information/Selected Course Offerings |
Enrollment Source Type |
/Root/Assigned Learning Item Information/Selected Course Offerings |
Enrollment Effective Start Date |
/Root/Assigned Learning Item Information/Selected Course Offerings |
Enrollment Effective End Date |
/Root/Assigned Learning Item Information/Selected Course Offerings |
Enrollment Profile Name |
/Root/Assigned Learning Item Information/Selected Course Offerings |
Expiration Option Description |
/Root/Validity - Expiration and Renewal Information |
Renewal Option Description |
/Root/Validity - Expiration and Renewal Information |
Learning Item CPE Type |
/Root/Assigned Learning Item InformationActivity Completion |
Purchase Order Number |
/Root/Pre-active Details |
Actual CPE Units |
/Root/Completion Information |
Assigner Attribution Lookup Code |
/Root/Assigner Information |
Assigner Attribution Lookup Code |
/Root/Assigned Learning Item Information/Selected Course Offerings/Offering Assigner Information |
Purchase Order Number |
/Root/Assigned Learning Item Information/Selected Course Offerings/Offering Pre-Active Details |
Learning Records Real Time Subject Area: Reorganized Folder Structure
In Learning Records Real Time Subject Area, folder locations have been updated for some columns in order to organize them in a more meaningful way.
NOTE: If you have any existing analysis reports that contain one or more columns from this list, you must update them to use the new location, or the report will result in errors. To do this, remove the columns from the report, and then re-add them using the new folder location.
The following is the list of the reorganized columns, with both their original folder location and their new or updated folder location.
Column Name | Original Folder Location | New Folder Location |
---|---|---|
Enrolled By |
/Assigned Learning Item Information/Selected Course Offerings/ |
/Assigned Learning Item Information/Selected Course/Offerings/Offering Assigner Information |
Learning Item Short Description |
/General Information |
/Assigned Learning Item Information |
Actual Effort |
/Completion Information/Completion Details/Completion Summary/Learning Status |
/Completion Information/Completion Details/Learner Activity Attempt Information |
Actual Effort Units |
/Completion Information/Completion Details/Completion Summary/ Learning Status | Completion Information/Completion Details/Learner Activity Attempt Information |
Activity Completion |
/Completion Information/Completion Details/Completion Summary/Learning Status |
/Completion Information/Completion Details/Learner Activity Information |
Activity Section Required Activities |
/Completion Information/Completion Details/Activity Sequencing Details/Activity Section Completion Predecessor |
/Root/Completion Information/Completion Details/Learning Activity Section Information |
Learning Records Real Time Subject Area: Activity Sequencing Attributes
NOTE: These attributes are part of the Activity Sequencing functionality, which is currently part of the Controlled Availability program. Refer to the information located here for additional information.
Column Name | Folder Location |
---|---|
Activity Title |
/Root/Completion Information/Completion Details/Activity Sequencing Details/Activity Completion Predecessor |
Activity Number |
/Root/Completion Information/Completion Details/Activity Sequencing Details/Activity Completion Predecessor |
Activity Attempt Status |
/Root/Completion Information/Completion Details/Activity Sequencing Details/Activity Completion Predecessor |
Activity Attempt Locked |
/Root/Completion Information/Completion Details/Activity Sequencing Details/Activity Completion Predecessor |
Activity Section Attempt Status |
/Root/Completion Information/Completion Details/Activity Sequencing Details/Activity Section Completion Predecessor |
Activity Section Attempt Locked |
/Root/Completion Information/Completion Details/Activity Sequencing Details/Activity Section Completion Predecessor |
Steps to Enable
Leverage new subject area(s) by adding to existing reports or using in new reports. For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).
Additional Dates to Support Duration Calculation
Some event dates and newly introduced step duration elements are kept at the event history level. These are difficult to access when creating reports and scanning through history to find the right event, extract the date, and compare it to another date takes time. To facilitate their access and their use in duration based reports, the below elements were added directly in the Recruiting subject area.
New elements available under Job Requisition:
- Job Requisition - Dates
- Approved Date
- Filled date
- External First Posted Date
- Internal First Posted Date
- Job Requisition - Progression
- Suspended Duration
- Facts - Requisition Aging
- Average Suspended Duration
Elements available under Job Application:
- Job Offer - Basic Information
- Latest Extended Date
- Latest Withdrawn or Rejected Date
- Latest Accepted Date
- Approved Date
State duration was also added directly at the state level in the completion event of the Recruiting - Recruiting Events Real Time subject area.
- Job Application History - Event Details
- State Duration
- Job Requisition History - Event Details
- State Duration
- Pool Candidate History - Event Details
- State Duration
With this feature, the creation of various time-based dimensions is improved, the creation and execution of reports are faster, and there's no need to join multiple subject areas.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
The Job Requisition Open Date and Move to HR Date were migrated. As a result, historical entries created before the migration to 20B will also have data.
IMPORTANT Actions and Considerations
REPLACED OR REMOVED FEATURES
From time to time, Oracle replaces existing Cloud service features with new features, or removes existing features. When a feature is replaced the older version may be removed immediately or at a future time. As a best practice, you should use the newer version of a replaced feature as soon as the newer version is available.
Product | Removed Feature | Target Removal | Replacement Feature | Replaced In | Additional Information |
---|---|---|---|---|---|
Learning Cloud |
Classic Pages for Manager and Learner | 21B | Manager and Learner Pages Redesigned |
20C | You will need to move forward with responsive pages to stop the messages to move to responsive. |
Learning Cloud | Removing Old Browse Catalog Experience | 21B | Enhanced Browse Catalog Button |
20C | See the feature for steps needed to take before 21B. |
Learning Cloud |
Removing Legacy User Experience | 21B | Responsive User Pages | 20C | See the feature for steps needed to take before 21B. |
Learning Cloud | Access Deny Rules No Longer Respected | 21B | N/A | See feature for replacement. | |
Learning Cloud |
Learning Management Subject Area |
21B | Learning Record Subject Area is now Generally Available | 21A March/ 21B | Customers should replace any reporting using the Learning Management subjects with the Learning Record subject area. |
Goal Management | Administrator Tasks Removed From Classic Goal Management | 21B | 18B | Customers have been advised since 20B to move to the responsive pages. | |
Succession Management | Administrator Tasks Removed From Classic Succession Management | 21B |
18C | Customers have been advised since 20B to move to the responsive pages. |
|
Career Development | Administrator Tasks Removed From Classic Career Development | 21B | 18C | Customers have been advised since 20B to move to the responsive pages. |
|
Talent Review | Administrator Tasks Removed From Classic Talent Review | 21B | 19C | Customers have been advised since 20B to move to the responsive pages. |
|
Performance | Administrator Tasks Removed From Classic Performance Management | 21B | 19B | Customers have been advised since 20B to move to the responsive pages. |
|
Succession Management | Talent Pools Quick Action Removal | 21B | N/A | 21B | You can no longer use the Talent Pools Quick Action that was available in My Client Groups. Instead, use the dedicated Talent Pools app under My Client Groups tab to access the Talent Pools work area. |
_________________________
RECRUITING PAGES INTRANSACTION DESIGN STUDIO
Rename actions in Transaction Design Studio to personalize Recruiting pages. The prefix Recruiting was added to recruiting actions to easily identify and select the pages.
_________________________
RECRUITING - NEW FIELDS MAY APPEAR FOR CANDIDATES APPLYING TO THE UK REQUISITIONS
Customers who are already gathering information in candidate job applications using any Oracle-provided legislative flexfields specific to Great Britain will start seeing additional fields in Update 21B. There is no impact to customers who are not exposing any Oracle-provided legislative flexfields for the UK, and no impact to customers whose requisitions have no locations within the UK. The additional fields include National Identity and Caring Responsibility, and possibly others if the customer has defined any lookup values. For more information, refer to the What's New features under Payroll for the United Kingdoms: https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/r13/wn/wfr/releases/21B/21B-wf-rewards-wn.htm#T26610
If you don’t wish to expose these fields, your administrator can configure them to become hidden, even while retaining other Oracle-provided UK-specific flexfields configured as visible. For more information, refer to the topic Configure Oracle-Delivered Flexfields to Collect Legislative Information, in the Implementing Recruiting guide: https://docs.oracle.com/en/cloud/saas/talent-management/21b/faimh/job-application-flows.html#FAIMH4560249
_________________________
ORACLE DECOMMISSIONED THE HCM CLASSIC SIMPLIFIED USER INTERFACE IN UPDATE 20B
The HCM Responsive User Experience has been available and promoted as our standard since Update 18B. If you are still using the older HCM Classic Simplified User Interface, you must transition to the HCM Responsive User Experience, as these older pages will no longer be supported.
For consolidated information on generic setup information you can refer to My Oracle Support Document ID 2399671.1 - HCM Responsive User Experience Setup Information.
_________________________
KNOWN ISSUES / MONTHLY AND STATUTORY MAINTENANCE PACK
Oracle publishes a Known Issues document for every Update to make customers are aware of potential problems they could run into and the document provides workarounds if they are available.
Oracle also publishes Maintenance Pack and Statutory Maintenance Pack documentation of bugs that are fixed in the monthly or statutory patching.
To review these documents you must have access to My Oracle Support:
Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs (Document ID 1554838.1)
The following is a list of Controlled Availability features that are being offered by our Controlled Availability Program.
NOTE: These features are not generally available for all customers at this time. These are only available through the Controlled Availability Program and will require approval to become a part of the features program. To be a part of these programs you will be required to participate in testing and providing feedback. Some programs may require other participation as well.
Not to worry if you don't have to time to be a part of these early stage programs. You can uptake this feature when it is generally available for all customers. When these features are available for all customers you will see the features under their product headings as usual.
We invite you all to browse through the list of features to see if there are any features you are interested in implementing in advance of the features scheduled release. The table below will provide information on signing up for features. Please sign up soon, as these programs have limited availability and some are designed for specific types of customers.
The table below gives you a brief description of the features available and how to sign up. Some features are bigger than others, so for more information there may be a What's New describing the feature in more detail below this table.
We look forward to hearing your thoughts and ideas as you participate the Controlled Availability programs!
Product | Feature Name | Feature Description | Type of Customer Needed to Test | How to Sign Up | Controlled Availability Release | Is the Program Still Open? |
---|---|---|---|---|---|---|
Learning Cloud |
Learning Planning |
Learning Planning allows learning departments to identify and disposition learner training needs, culminating in a set of learning assignments. Learning Plans may or may not be executed at some future date; a non-executed plan is sometimes referred to as a simulation. |
Customers must be:
|
You will need to log a Service Request (SR) in My Oracle Support to request to be part of this program. |
19D | Yes |
Learning Cloud |
Administrator Faceted Person Search | The 'Search Person' tab under Add Person action used in Assign, Initiative, and Access Groups has been enhanced. |
Customers must be:
|
You will need to log a Service Request (SR) in My Oracle Support to request to be part of this program. |
21B | Yes |
Learning Cloud |
Offering and Specialization Activity Completion Sequencing (formally Sequencing and Completion Criteria for Activities Within a Specialization with increased scope) |
Enforce the order in which learners must complete offering or specialization activities, and which activities are required to be completed or can optionally be completed by learners. -Ability to define which activities are optional or required in offerings or specializations -Ability to set the order in which a learner completes offerings or specializations -Added support for sections in offerings -Enhanced support for system-wide default evaluation -Updated user experience for admins when managing activity definitions for offerings and specializations |
Customers must be:
|
You will need to log a Service Request (SR) in My Oracle Support to request to be part of this program. |
21C | Yes |
Learning Cloud |
Learning Initiatives Background Processing Changes | New scheduled process to expand and reconcile learning initiatives independently from recommendation initiatives and access groups. This new process simplifies the task of scheduling background processes for learning initiative reconciliation because it performs the tasks of both the current ‘Evaluate Person IDs for Assignment Rule’ and ‘Reconcile Dynamic Assignments’ scheduled processes, but only for required and voluntary learning initiatives. Customers no longer need to coordinate the execution timing of these processes as they are coordinated by the ‘Process Learning Records’ process itself. This process also replaces the ’Generate a List of People from Analysis Report’ process which is currently submitted upon creation or editing required and voluntary learning initiatives. |
Customers must be:
|
You will need to log a Service Request (SR) in My Oracle Support to request to be part of this program. |
21C | Yes |
Learning Cloud |
Apply Learning Initiative Renewal Rule Changes to Existing Learning Records | Change the renewal frequency or renewal period for all learners participating in a learning initiative. Administrators can now change these rules on the initiative and choose to apply them to all existing learning records in addition to new records to be created. |
Customers must be:
|
You will need to log a Service Request (SR) in My Oracle Support to request to be part of this program. |
21C | Yes |
Learning Cloud |
Option Skip Learning Assignment Creation Instead of Auto-Completing | Choose to not create learning records, instead of having them created in a completed status, for learners who have already successfully completed a learning item. Administrators can control the outcome of assignment creation with this new option. A new option in the advanced rules step of the admin assignment creation flow allows administrators to choose between skipping assignment creation or creating and auto-completing the assignment when recipients already have a completion, and they are not expired. The default behavior will be to skip assignment creation, and when the creation is skipped, administrators will be able to review skipped assignments using the Skipped Assignments page (refer to 21B WN entry) This option is also supported in initiative creation screens as well. Existing initiatives are not updated and will continue to auto-complete records unless the initiative is modified, and the new option is selected. |
Customers must be:
|
You will need to log a Service Request (SR) in My Oracle Support to request to be part of this program. |
21C | Yes |
Recruiting | Vanity URL |
You can use a customer branded URL to host external career sites. All career sites will be hosted under the same vanity domain. |
Customers must be:
|
You will need to log a Service Request (SR) in My Oracle Support to request to be part of this program and be approved. Please tag the SR with "OR-Vanity-URL" |
21B | Yes |
Recruiting |
Vanity Email |
You can use a vanity email to send email communication to external candidates. Vanity Email is used to brand the "from email" for all external candidate communications. |
Customers must be:
|
You will need to log a Service Request (SR) in My Oracle Support to request to be part of this program and be approved. Please tag the SR with "OR-Vanity-Email" |
21B |
No, this became generally available in the 21B August Update. |
Recruiting |
Time to Hire | Recruiters can use the Time to Hire feature to get estimates about the time it will take to make a first hire for a job requisition. The Time to Hire feature uses artificial intelligence (AI) and machine-learning algorithms to estimate the time for a first hire, based on previous similar job requisitions. |
Customers must be:
|
You will need to log a Service Request (SR) in My Oracle Support to request to be part of this program and be approved. Please tag the SR with "OR-Time-To-Hire" |
21B |
Yes |
Recruiting |
Skill Recommendations to Candidates |
When external candidates apply for a job, skills are recommended to them based on their job title, experience, and skills using Artificial Intelligence (AI) algorithms. |
Customers must be:
|
You will need to log a Service Request (SR) in My Oracle Support to request to be part of this program and be approved. Please tag the SR with"OR-Skills-Candidates" |
21B | Yes |
Recruiting |
Similar candidates are found using Artificial Intelligence (AI) algorithm using a variety of parameters such as job title and experience. The Similar Candidates feature is available for candidates, prospects, and candidate pool members. |
Customers must be:
|
You will need to log a Service Request (SR) in My Oracle Support to request to be part of this program and be approved. Please tag with "OR-Similar-Candidates" |
21B |
Yes |
|
Recruiting |
Job Recommendations based on Job |
Through advanced AI and Machine Learning technology, recommends similar jobs based on a specific job requisition. |
Customers must be:
|
You will need to log a Service Request (SR) in My Oracle Support to request to be part of this program and be approved. Please tag the SR with "OR-Jobs2Job" |
21A |
Yes |
Recruiting |
Job Recommendations based on Candidate |
Through advanced AI and Machine Learning technology, recommends similar jobs based on candidate profile. |
Customers must be:
|
You will need to log a Service Request (SR) in My Oracle Support to request to be part of this program and be approved. Please tag the SR with "OR-Jobs2Candidate" |
21A |
Yes |
Recruiting |
Best Fit Candidates |
Automatically optimize candidate matches with the highest suitable candidates to reduce time-to-fill and improve overall pipeline quality. |
Customers must be:
|
You will need to log a Service Request (SR) in My Oracle Support to request to be part of this program and be approved. Please tag the SR with "OR-BestCandidates" |
20C |
Yes |
Recruiting |
Job Application Grid View |
Give users the ability to configure which columns and fields appear in job application list views. Administrators can configure views available to specific roles or all users. Users with a new privilege can configure their personal views. |
Customers must be:
|
You will need to log a Service Request (SR) in My Oracle Support to request to be part of this program and be approved. Please tag the SR with "OR-JAGrid" |
21C | No |
Recruiting |
Job Application Filters on Oracle Search |
Search the job application list with enhanced filtering capabilities like the new skills and languages filters using Oracle Search. Oracle Search is a dedicated search platform for Oracle Cloud that provides a faster search experience. |
Customers must be:
|
You will need to log a Service Request (SR) in My Oracle Support to request to be part of this program and be approved. Please tag the SR with "OR-JAFilters" |
21C | Yes |
Succession Management | Succession Organization Chart | View succession information in an organization chart format. You can view succession information about managers and their direct reports to determine if the current succession planning is adequate or needs to be enhanced. Additionally, you can add employees to existing plans or create new plans for them. |
Customers must be:
|
You will need to log a Service Request (SR) in My Oracle Support to request to be part of this program. |
21C | Yes |
Controlled Availability Features
Features under this heading are under the Controlled Availability Program. The features are here to provide more information than what the table provides.
NOTE: These features are not generally available to customers and customers need to be approved to use these features.
Enhance your succession planning by viewing succession information in an organization chart format. The succession organization chart has 3 tabs:
- Directs: This tab shows the employees who directly report to the selected person and indicates who has succession plans and who doesn’t.
NOTE: Click the direct report’s name to view the succession organization chart of the direct report.
- Succession plans: This tab shows the succession plans in which the selected person is an incumbent or indirect incumbent. For each plan, you can see the number of active candidates. The candidates are also grouped by the readiness levels.
- Candidate in plans: This tab shows the succession plans in which the selected person is a candidate. You can see other information related to the succession plan such as the number of active candidates, when the selected person was added to the plan, the readiness category of the selected person, and the plan type.
NOTE: Click the succession plan name to view and edit the plan.
We recommend that your administrator run the Succession Plan Incumbents process regularly to ensure that these details are the latest:
- Succession plan count that you see for each direct report on the Directs tab
- The count you see on the Succession Plans tab and the succession plans displayed for the selected person
HR Specialist Views Succession Organization Chart
HR specialists can view a succession organization chart if they have the View Succession Org Chart by HR function security privilege. They can use the View Succession Organization Chart button on the Succession Overview page to navigate to the Succession Organization Chart page.
On the Succession Organization Chart page, HR specialists can search for the person whose succession organization chart they want to see. Note that they can only search for people who they can access.
HR specialists can select the person from the search results to view the person’s succession organization chart.
HR specialists can also do these actions on the succession organization chart if they have the corresponding security privilege to do so:
- Create a succession plan for the selected person.
- Add the selected person as a candidate to a succession plan that they own.
Manager Views Succession Organization Chart
Managers can view a succession organization chart if they have the View Succession Org Chart by Manager function security privilege. They can use the Succession Organization Chart Quick Action available in My Team to view their succession organization chart. They can also search for a person in their hierarchy and view that person’s succession organization chart.
Managers can add their direct reports as a candidate to a succession plan that they own or create a plan for a direct report when viewing the direct report’s succession organization chart.
Managers can add themselves as a candidate to a succession plan or create succession plans for themselves only if they have the privilege to do so.
Note that managers can’t do these actions when they navigate to the succession plan details page from the succession organization chart:
- Click on a candidate's name to go to their Spotlight page.
- Click Add to Pool button to add a candidate to a talent pool.
- Find best-fit candidates to add to a succession plan.
Enhance your succession planning by viewing succession information about managers and their direct reports to determine if the current succession planning is adequate or needs to be enhanced.
Steps to Enable
This feature uses Oracle Search, which is currently under controlled availability. You can see information on Oracle Search on the HCM Common 21A What's New Under Controlled Availability Features section.
To enable this feature, you will need to log a service request through My Oracle Support requesting to be part of the Controlled Availability Program.
Tips And Considerations
- You can see the succession organization chart of any person only if these conditions are true:
- Assignment level security is disabled.
- The Mobile-Responsive Succession Planning Page Enabled and the Mobile-Responsive HCM Pages Enabled profile options are enabled.
- To see the talent ratings on the succession organization chart, your organization should have migrated to Enhanced Talent Profile.
- You can search for a person only by their name to view their succession organization chart.
- You can see only the first 50 persons who match the name you enter.
- If a person who you can access has multiple assignments, then you can see all the assignments of the person in the search results. But you can see the succession and profile information only for the assignments you can access.
- If you are a manager with multiple assignments, you can search and select another assignment of yours.
- When you select a non-primary assignment, the Create Succession Plan and Add to Succession Plan actions are hidden.
- On the Succession plans and Candidate in plans tabs, if a candidate has multiple assignments, then you can see the candidate only once in a plan.
- On the Succession plans and Candidate in plans tabs, if you’re viewing the person's non-primary assignment, then you will see only the succession plans related to the primary assignment. You can’t see any plans related to the person's non-primary assignment.
- In the succession organization chart, you can view the name and assignment of the manager the person reports to in the topmost level of the chart only if you have the security access for it.
- You can see the Directs tab in the succession organization chart even if the person whose chart you’re viewing has no direct reports.
- Only active succession plans are shown in the succession organization chart.
- The succession plan counts and candidate counts that you see are based on the active plans and candidates that you can access.
- If your administrator has configured more than 6 readiness levels, on the Succession plans and Candidate in plans tabs, you can see only the first 6. But you can load more readiness levels.
- The display sequence of the Readiness Category lookup controls the display order of the readiness levels in the succession organization chart.
- System administrators can use Page Designer in Oracle Visual Builder Cloud Service (VBCS) to configure the succession organization chart in these ways:
- Hide these attributes if they aren't needed for a role:
- Risk of Loss
- Impact of Loss
- Job Criticality
- Hide any of these tabs: Directs, Succession plans, Candidate in plans.
- Change the background colors of the readiness level boxes.
- Hide these attributes if they aren't needed for a role:
- A succession super user can view the succession organization chart of any person in the organization. They can perform the succession plan actions also.
Key Resources
- For more information on using Page Designer in Oracle Visual Builder Cloud Service (VBCS), see the Design Pages chapter in the Developing Applications with Oracle Visual Builder guide.
- For more information on Enhanced Talent Profile, refer to the Upgrade Guide and other documents in this article on My Oracle Support: Upgrading Oracle Fusion Profile Management (Doc ID 2421964.1).
Role Information
The employees who need to use this feature need to have a role that inherits the Use REST Service – Succession Org Charts REST aggregate privilege. After you add this privilege, you must regenerate the grants for the data role.
Offering and Specialization Activity Completion Sequencing
Be among the first to enforce the order in which learners must complete offering or specialization activities, and which specific activities are required to be completed or can optionally be completed by learners.
This feature includes:
- Ability to define which specific activities are optional or required in offerings or specializations
- Added support for required and optional sections in offerings
- Ability to set the order in which a learner completes offerings or specializations sections and activities
- Enhanced support for system-wide default evaluation that can be used as the default offering evaluation
- Updated user experience for learning administrators when managing activity definitions for offerings and specializations
Steps to Enable
To enable this feature you need to log a Service Request (SR).
This feature is only available through the Controlled Availability Program at this time, which requires approval in order to join. Once approved, you will be required to participate in testing, and to provide feedback. Some programs may require other participation as well. If you were a part of the Sequencing and Completion Criteria for Activities Within a Specialization Controlled Availability Program you do not need to log a new service request to participate, as this feature increases the scope of the program.
Learning Initiatives Background Processing Changes
Be among the first to use a new scheduled process to expand and reconcile learning initiatives independently from recommendation initiatives and access groups. The Process Learning Records job is a new background process that decouples the reconciliation of required and voluntary learning initiative from recommendation initiatives. It performs the evaluation and reconciliation tasks via a single scheduled process, and provides additional configuration options providing more control on thread utilization on an environment.
NOTE: This feature requires participation in the Offering and Specialization Activity Completion Sequencing controlled availability program.
This new process simplifies the task of scheduling background processes for learning initiative reconciliation because it performs the tasks of both the current Evaluate Person IDs for Assignment Rule, and Reconcile Dynamic Assignments scheduled processes, but only for required and voluntary learning initiatives. You no longer need to coordinate the processing times for these processes as they are coordinated by the Process Learning Records process itself. This process also replaces the Generate a List of People from Analysis Report process, which is currently submitted upon creation or editing required and voluntary learning initiatives.
When enabled on the My Client Groups > Learning > Background Processing tab, a new section appears called Learning Records Processing. This is where the runtime characteristics of required and voluntary initiative creation and reconciliation can be controlled.
Configuration Options for Initiative Scheduled Reconciliation
These options provide the ability to control the maximum number of parallel threads the background processing can use.
- Maximum Number of Parallel Reconciliation Jobs controls the number of threads used by this process when submitted on a recurring schedule. It’s equivalent to the batch size input parameter in the existing Reconcile Dynamic Assignments process, and should set to at least 2. The optimal number depends on the number of initiatives and the frequency they are being reconciled. The setting determines the number of learner selection criteria that will be evaluated in parallel, and then the number of initiatives that will be reconciled in parallel. Using more than one thread reduces the overall time to reconcile all your required and voluntary initiatives.
- Maximum Number of Parallel Threads per Reconciliation Job controls the number of child threads used to process distinct learner selection criteria per initiative and number of threads updating learning records in the system. Consider increasing this setting if you use multiple selection criteria for a single initiative (for example, you have defined an initiative that selects learners using more than one analysis report), or if you foresee a significant change in the learner population on a regular basis, this value can be increased to further reduce the run time.
Configuration Options for Initiative Expansion
These options provide the ability to control when expansion of an initiative occurs, and the maximum number of threads the background processing can use in parallel if expanded immediately.
- Process access immediately after a user saves changes controls whether expansion occurs immediately when an initiative is created, edited or manually reconciled from the application user interface. This option provides you with an additional level of control to not flood the system during normal business hours, while still allowing admins to create initiatives. If not selected, the initiative is only processed upon the next scheduled reconciliation.
- Maximum Number of Parallel Expansion Jobs controls the maximum number of initiatives that are expanded in parallel, should there be multiple initiatives created, edited or manually reconciled via the user interface around the same time. This only applies if the option to expand immediately is selected. Consider increasing this setting when many initiatives are being created in a short amount of time.
- Maximum Number of Parallel Threads per Expansion Job controls the number of learner selection criteria per initiative to process in parallel, and also the number of child threads created to write or update in the system. Consider increasing this setting when creating initiatives with many thousands of people.
WARNING: The maximum number of parallel threads is determined by multiplying these two settings for reconciliation or expansion. Customers need to evaluate their total thread capacity on their environment to ensure they do not over-extend the system and interfere with other scheduled processes that may be running.
Steps to Enable
To enable this feature you need to log a Service Request (SR).
This feature requires you to also be a member of the Offering and Specialization Activity Completion Sequencing Controlled Availability Program at this time. You will need to log an additional Service request to be a member of the Learning Initiatives Background Processing Changes Controlled Availability Program. Once approved, you will be required to participate in testing, and to provide feedback. Some programs may require other participation as well.
Apply Learning Initiative Renewal Rule Changes to Existing Learning Records
Be among the first to change the renewal frequency or renewal period for all learners participating in a learning initiative. Administrators can now change these rules on the initiative, and choose to apply them to all existing learning records in addition to new records to be created.
NOTE: This features requires participation in the Offering and Activity Completion Sequencing controlled availability program
Steps to Enable
To enable this feature you need to log a Service Request (SR).
This feature requires you to also be a member of the Offering and Specialization Activity Completion Sequencing Controlled Availability Program at this time. You will need to log an additional Service request to be a member of the Apply Learning Initiative Renewal Rule Changes to Existing Learning Records. Once approved, you will be required to participate in testing, and to provide feedback.
Option Skip Learning Assignment Creation Instead of Auto-Completing
Be among the first to use the new option in the advanced rules step of assignment creation that lets you skip the creation of learning records for learners who have already successfully completed a learning item. This provides administrators with an alternative to the automatic completion that occurs when assigning learners some learning they have already completed.
NOTE: This features requires participation in the Offering and Activity Completion Sequencing controlled availability program.
When administrators use this option, assignments that are skipped are logged by the system and visible to administrators using the Skipped Assignments page.
This option is also supported on initiative creation screens as well. Existing initiatives are not updated and will continue to auto-complete records unless the initiative is modified, and the new option is selected.
Steps to Enable
To enable this feature you need to log a Service Request (SR).
This feature requires you to also be a member of the Offering and Specialization Activity Completion Sequencing Controlled Availability Program at this time. You will need to log an additional Service request to be a member of the Option Skip Learning Assignment Creation Instead of Auto-Completing Controlled Availability Program. Once approved, you will be required to participate in testing, and to provide feedback. Some programs may require other participation as well.
Key Resources
- See the Update 21B feature called "Skipped Recommendations and Access Groups Records" for more details on the Skipped Assignments page.