- Revision History
- Overview
- Feature Summary
- Talent Management
- IMPORTANT Actions and Considerations for Talent
- Controlled Availability for Talent
November Maintenance Pack for 22D
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
Date | Module | Feature | Notes |
---|---|---|---|
28 OCT 2022 | Created initial document. |
HCM Cloud applications have two types of patches you can receive that are documented in this What’s New:
- Release Updates (22A, 22B, 22C, and 22D)
- Optional Monthly Maintenance Packs to each update
It is important for you to know what Release Update your environment is on. You can find this in your Cloud Portal.
____________________
HAVE AN IDEA?
We’re here and we’re listening. If you have a suggestion on how to make our products better, please let us know. To enter an idea go to the Ideas Lab on Oracle Customer Connect. In this document wherever you see the light bulb icon after the feature name it means we delivered one of your ideas.
____________________
Suggested Reading for all HCM Products:
- HCM Common What's New - In this What's New you will find feature that are used across applications.
- Human Resources What’s New – In the Global Human Resources section you will find features on the base application in which other application are built upon.
NOTE: Not all Global Human Resource features are available for Talent and Compensation products.
- Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs (Document ID 1554838.1). These documents identify bug fixes and possible known issues. You will also need to review these documents based in the release update version you are currently on or will be moving to.
- Oracle Help Center – Here you will find guides, videos and searchable help.
- Release Readiness – New Feature Summary, What’s New, Feature Listing Spreadsheet, Spotlights and Release Training
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New in the body or title of the email.
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. |
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Feature |
Report |
UI or |
UI or |
|
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Oracle Career Development provides tools for workers and managers to manage their career interests and development plans. These tools include recommendations on roles based on workers’ qualifications, comparisons to target roles and required development needs for workers. You can establish development goals and manage development progress, by managing the roles of interest for the worker and comprehensive development plan for workers.
You can now manage your near and long-term career development strategies using a development plan. Based on your role permissions, you can create and manage your development goals within your development plan. You can tag goals with Development Intents. Development Intents are tags that allow you to organize and track your goal towards future development.
Explore Careers in Skills Center
You can now view career recommendations on the Career banner of your Skills Center. You can see the most relevant recommendation based on your Talent Profile data.
If there are more recommendations, you can see the More career recommendations link on the Career banner. Click this link to view your current career and other appropriate recommendations on the Explore Careers page. The recommendations are arranged in order of their recommendation scores and are based on artificial intelligence (AI) and machine-learning algorithms.
You can also search for other careers that you’re interested in on the Explore Careers page. Use the search field to do this.
You can filter the career results of your search by job family, job function, and skills.
Note that if you don’t see any recommendation on the banner in the Skills Center, click the banner and search for careers you’re interested in on the Explore Careers page.
Your organization can also enable Oracle Search for searching careers. For more information regarding this see the 21D Oracle Search-Based Explore Careers What’s New.
Click a career card on the Explore Careers page to understand how well you qualify for that career and the resources you can use to close the gaps.
The career details page displays sections based on what is defined on the job model profile.
- Competencies: This section lists the target level for the recommended career and the level you currently have. You can identify the competencies that match the career requirements and the competencies that you need to develop for that career. You can view the competencies in a grid view or as a spider chart. If you meet the target level defined for the competency, you can see a green check mark against it.
- Other requirements: Here you can see the other requirements for the career such as languages and memberships required.
- Additional information: This section lists more information about the career such as if travel is required, or if relocation is needed.
- Open jobs: Here you can see the open positions for the recommended career.
- Resources you can use: This section lists the learning resources for the recommended career and people who can be career ambassadors for that career.
- Attachments: Here you can see any relevant files that are attached.
You can add a development goal for all competencies and for all other requirements excepting work requirements for which you don’t meet the target level. This can help you can track your progress in meeting the requirement.
You can add the recommended career to your careers of interest. You can also subscribe to job alerts for that career.
Leverage the career recommendations shown on the Skills Center and plan the next steps for your career growth.
Steps to Enable
- Your organization should have migrated to Enhanced Talent Profiles. For instructions regarding this, refer to the Upgrade Guide and other documents in this article on My Oracle Support: Upgrading Oracle Fusion Profile Management (Doc ID 2421964.1).
- Implementation users need to set up job model profiles and person profiles. They need to associate job model profiles with jobs.
- HR specialists need to ensure that employees are associated with a job. To do this, HR Specialists need to go to My Client Groups > Person Management. Then they need to search and edit the employees.
- To enable career recommendations, your Oracle Cloud administrator and implementation user need to activate AI apps, ingest data, and set values for appropriate profile options. Refer to the Activating Oracle AI Apps for HCM Cloud MOS Doc (DOC ID 2826501.1) for instructions regarding this.
- To setup exploring careers on the Skills Center, an implementation user needs to set values for appropriate profile options and grant some privileges to users. Refer to the Activating Oracle AI Apps for HCM Cloud MOS Doc (DOC ID 2826501.1) for instructions regarding this.
Tips And Considerations
- Skills Center doesn't use descriptive flexfields (DFFs). You may have DFFs setup in the content section on the model profile, but you can’t access or view that information on the career details page.
- Rating models are used to rate employees and their proficiency level for items on their person profiles. In job model profiles, rating models might indicate the expected or required proficiency level of items in the profile. The AI model assumes that the higher the numeric rating, the better the proficiency.
- To change the number of AI Recommended Careers shown, update the value of the ORA_HRD_AI_BEST_CAREER_RECOMMENDATIONS_LIMIT profile option. The default value for this profile option is 5 and the maximum value is 50.
Key Resources
For more information on the following please see the following guides in the Oracle Help Center:
- Setting up model profiles and person profiles in the Using Enhanced Talent Profiles guide
- Using Artificial Intelligence applications, refer to the Using AI Apps for Talent Management guide
Career Ambassadors in Skills Center
Proactively manage your career by connecting with the career ambassadors recommended to you in your Skills Center page. Career ambassador suggestions are based on the skills you have identified as the skills that you’re developing in your Skills Center page and your Talent profile. The career ambassador recommendations are generated by artificial intelligence (AI) and machine-learning algorithms that compare your Talent profile with the profile of persons who have careers you can move to and who have volunteered to be career ambassadors.
Click the recommended career ambassador’s name to view the Connections profile page of that person.
View Career Ambassadors on Career Details Page
You can also view recommended career ambassadors for a career when you check the career details page. You can see these recommendations in the Resources you can use section of the career details page. These career ambassadors can help you close the gaps you have for that career.
View Career Ambassadors on Skill Details Page
When you view a skill in the Skills Center, you can see career ambassador recommendations for that skill. These ambassadors can help you in developing that skill.
Sign Up to Be a Career Ambassador
You can sign up to be career ambassadors on your Connections profile page.
To be recommended as career ambassadors, you need to do these actions:
- Enter an introduction that describes your skills and your current role.
- Set your status as Active.
Note that you can opt out of being a career ambassador any time after you sign up. After you sign up, people who are looking for career that you have can see your name either on the banner of the Skills Center or on the career details page that they access from the Skills Center.
Enable the Career Ambassador feature and enhance the career growth of your employees. Allow senior employees to advocate careers for junior employees and enhance their job satisfaction.
Steps to Enable
- Your organization should have migrated to Enhanced Talent Profiles. For instructions regarding this, refer to the Upgrade Guide and other documents in this article on My Oracle Support: Upgrading Oracle Fusion Profile Management (Doc ID 2421964.1).
- Implementation users need to set up job model profiles and person profiles. They need to associate job model profiles with jobs.
- HR specialists need to ensure that employees are associated with a job. To do this, HR Specialists need to go to My Client Groups > Person Management. Then they need to search and edit the employees.
- To enable career ambassador recommendation, your Oracle Cloud administrator and implementation user need to activate AI apps, ingest data, and set values for appropriate profile options. Refer to the Activating Oracle AI Apps for HCM Cloud MOS Doc (DOC ID 2826501.1) for instructions regarding this.
- Enable the Career Ambassador option for the Career Development feature:
- In the Setup and Maintenance work area, from the Actions menu, select Go to Offerings.
- Select the Workforce Development offering and click Opt In Features.
- Edit the Career Development feature.
- Enable Career Ambassadors.
- Click Done.
Key Resources
For more information on the following please see the following guides in the Oracle Help Center:
- Setting up model profiles and person profiles in the Using Enhanced Talent Profiles guide
- Using Artificial Intelligence applications, refer to the Using AI Apps for Talent Management guide
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
Date | Module | Feature | Notes |
---|---|---|---|
30 JUN 2023 | Career Development | Development Goal FYI Notifications | Updated document. Revised feature information. |
24 FEB 2023 | Talent Review | Talent Review Print Profiles Content Access | Updated document. Revised feature information. |
27 JAN 2023 | Goal Management | Managers Delete HR Assigned Goals | Updated document. Revised feature information. |
22 NOV 2022 | Talent Review | Talent Review Print Profiles Content Access | Updated document. Revised feature information. |
28 OCT 2022 |
Talent Management | Configurable Business Title Switcher in Talent Manager Overview Pages | Updated document. Feature delivered in update 22D. |
28 OCT 2022 |
Performance Management | Configurable Business Title Switcher in Performance Management |
Removed feature from update 22D. Moved to 22C. |
28 OCT 2022 | Talent Management | View Delivered Notification Text from the Talent Notifications Page | Updated document. Revised feature information. |
28 OCT 2022 |
Performance Management | All-In-One Evaluations | Updated document. Revised feature information. |
28 OCT 2022 |
Performance Management |
Configurable Business Title Switcher in Manager Evaluate Performance Page | Removed from this release and moved to 23A. |
02 SEP 2022 | Created initial document. |
HCM Cloud applications have two types of patches you can receive that are documented in this What’s New:
- Release Updates (22A, 22B, 22C, and 22D)
- Optional Monthly Maintenance Packs to each update
It is important for you to know what Release Update your environment is on. You can find this in your Cloud Portal.
HAVE AN IDEA?
We’re here and we’re listening. If you have a suggestion on how to make our products better, please let us know. To enter an idea go to the Ideas Lab on Oracle Customer Connect. In this document wherever you see the light bulb icon after the feature name it means we delivered one of your ideas.
SUGGESTED READING FOR ALL HCM PRODUCTS
- HCM Common What's New - In this What's New you will find feature that are used across applications.
- Human Resources What’s New – In the Global Human Resources section you will find features on the base application in which other application are built upon.
NOTE: Not all Global Human Resource features are available for Talent and Compensation products.
- Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs (Document ID 1554838.1). These documents identify bug fixes and possible known issues. You will also need to review these documents based in the release update version you are currently on or will be moving to.
- Oracle Help Center – Here you will find guides, videos and searchable help.
- Release Readiness – New Feature Summary, What’s New, Feature Listing Spreadsheet, Spotlights and Release Training
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New in the body or title of the email.
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. |
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Feature |
Report |
UI or |
UI or |
|
||
View Delivered Notification Text from the Talent Notifications Page |
||||||
Configurable Business Title Switcher in Talent Manager Overview Pages |
||||||
Configurable Business Title Switcher in Manager Evaluate Performance Page |
||||||
Support for Additional Comments in Printed Requested Feedback |
||||||
Celebrations Context Type in Feedback Visibility Configuration |
||||||
Enhancement to the Autocomplete Rules for Succession Plans Business Object |
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Features under this section are available to all talent applications.
View Delivered Notification Text from the Talent Notifications Page
View delivered notification text for Talent BI Publisher notifications from the Talent Notifications page to give professional users this additional information on the same page. This extra information provides professional users with the details they need to make a decision on whether the notifications need changing.
As a professional user, view the template for these BI notifications from the Talent Notifications page for the following products:
- Performance Management
- Profile Management
- Goal Management
- Talent Review
Provide professional users with all the information they need to help them decide if talent notifications need configuring and changing from the same page.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
BI publisher notifications are enabled using the BIP_EMAIL_NOTIFICATION_HCM_TALENT profile option. If this profile option isn't enabled, then the BI Publisher templates won't be visible on the Talent Notifications page.
Access Requirements
Professional users can only see the delivered notification text in the template if they have the BI Administrator role and the Application Implementation Consultant (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB) role.
Configurable Business Title Switcher in Talent Manager Overview Pages
Easily identify the required assignment in Talent Manager Overview pages using the Business Title switcher. As an HR specialist, you can configure additional assignment attributes to display in the Business Title switcher using Search Configuration in HCM Experience Design Studio. The Business Title switcher is available in these pages:
- Goals and Performance Overview
- Career Overview
Easily identify the assignment you want to work with using the Business Title field available on the Talent Manager Overview pages.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
To make changes to the Business Title switcher field, you use the Worker Assignment field in HCM Experience Design Studio. Go to My Client Groups > Quick Actions > HCM Experience Design Studio >Search Configuration, and choose Worker Assignment in the List of Values.
Key Resources
22C What's New documentation for the following feature in the Global Human Resources What's New:
Oracle Touchpoints is a continuous listening and action channel between employees and managers to create meaningful interactions that build trust, boost retention, and foster growth. Touchpoints is a separately sold product.
Introducing Oracle Touchpoints
Support your employees’ need to feel heard and valued every day with Oracle Touchpoints.
Using this application, managers are encouraged and supported to take steps to build trust with their team, and employees are supported with tools to voice their opinions and proactively enhance their work interactions.
Using Touchpoints, you can:
- Encourage employees to share their needs and thoughts through regular quick pulse surveys.
- Give managers real-time insights into their team's pulse score trends and overall engagement levels.
- Initiate conversations between employees and managers and share sentiment to address concerns immediately.
- Help employees and managers maintain a regular check-in cadence by scheduling and viewing past and upcoming check-ins, all in a single place.
- Recognize employees by highlighting important moments, such as birthdays and work anniversaries, and provide timely feedback on their work performance.
- Give employees a view of their own engagement activity, including pulse trends, interactions, and completed surveys.
For information on pre-requisites and configuration considerations needed to set up and use Touchpoints, see these sections: Steps to Enable and Tips and Considerations.
Leverage Touchpoints to build informed and meaningful interactions between managers and employees that build trust, boost engagement levels, and improve productivity.
Steps to Enable
You must enable the following profile options to use Touchpoints:
Profile Option Code |
Profile Option Name |
---|---|
ORA_HRE_ENABLE_TOUCHPOINTS |
Enable Oracle Touchpoints |
HCM_RESPONSIVE_PAGES_ENABLED |
Mobile-Responsive HCM Pages Enabled |
To enable these options:
- Go to the Setup and Maintenance work area.
- Search for and select the Manage Administrator Profile Values task.
- Search for the required profile options.
- Set the Profile Value field to Y.
- Click Save and Close.
You must also complete these pre-requisites before you can start using Touchpoints features:
- Configure a Touchpoints check-in template.
- Define nudges for the manager and employee.
- Create a Touchpoints questionnaire for the pulse survey and distribute it to teams.
- Run these scheduled processes:
- Aggregate Oracle Touchpoints Data to aggregate survey data for managers
- Process HCM Nudges to trigger nudges
Tips And Considerations
- Touchpoints is built using a new tool called Visual Builder Cloud Service (VBCS). Hence, the branding, logo, theme, and color scheme of the VBCS-based pages are different from or might not appear the same as the current HCM pages. However, you can change the branding, logo, color scheme and theme of Touchpoints pages using the Configuration > Appearance menu.
- A Touchpoints check-in template must be configured and set as active in Performance Management. Some points to consider while configuring it:
- Only one Touchpoints check-in template is active at any given time.
- The review period is not relevant when defining a Touchpoints check-in template. So use the All Review Periods option when defining the template.
- Eligibility profile is not relevant when defining a Touchpoints check-in template. It doesn’t appear when you select the Touchpoints template type.
- Pulse surveys are configured using Touchpoints questionnaires. When employees respond to surveys, their pulse score trends can be viewed by their manager and by the employees themselves.
- When measuring employee sentiment by surveys, it’s recommended that you create a weekly pulse survey with one to three questions with a defined analysis period of four weeks and an appropriate threshold score. You must also ensure that the scoring option is selected when creating the Touchpoints questionnaire and questions. A seeded Touchpoints questionnaire template is also available for use, with a sample question that you can edit.
- Touchpoints pulse surveys are configured to be distributed to employees through the Journeys application.
- Touchpoints encourages managers and employees to take recommended actions to improve overall employee engagement and interactions between the manager and the employee through nudges. Nudges are personalized actionable recommendations. They are displayed as nudge cards on the employee Touchpoints page, as recommended insights topics on Check-in pages, and through email notifications. Nudges are designed to capture relevant details about an employee, such as their sentiment and engagement levels, goals, personal milestones, achievements, and so on. Based on these details, timely information is delivered to the employee or manager, which encourage them to take actions that support increased engagement and interactions. Nudges are enabled using the Nudge Configuration work area.
- Nudges delivered in this release update include the following:
Reason to Nudge |
Purpose of Nudge |
---|---|
Employee's anniversary is approaching |
Encourages the manager to celebrate an employee when the employee’s anniversary is approaching |
Employee's birthday is approaching |
Encourages the manager to celebrate an employee when the employee’s birthday is approaching |
Manager hasn’t provided anytime feedback to an employee for a period of time |
Encourages the manager to provide feedback to an employee |
Check-in between a manager and employee hasn't been scheduled for a period of time |
Encourages the manager to schedule more regular check-ins with an employee |
Check-in between manager and employee is approaching |
Prepares the employee and manager for an upcoming check-in |
Employee has performance goals that are later than goal target completion date |
Enables the manager to support an employee whose performance goals are later than the goal target completion date |
Employee has performance goals that are due soon but goal completion percentage is less than a defined percentage |
Encourages the employee to discuss with the manager about performance goals that that need to be updated or are at risk of not being completed |
Employee has performance goals with a past goal start date and a status of Not Started |
Encourages the manager to coach the employee on keeping performance goals up-to-date |
Employee has high priority aligned performance goals that are due soon |
Helps the manager to keep track of the employee’s progress on high priority performance goals |
Employee completes performance goals ahead of goal target completion date |
Encourages the manager to celebrate an employee’s accomplishment when they complete performance goals ahead of the target schedule |
Employee has a low pulse score |
Helps the manager to keep track of an employee’s sentiment when their pulse score is below a threshold value |
Employee has a low pulse survey response rate |
Encourages the employee and the manager to improve the employee’s participation in pulse surveys |
This example shows you how to configure a nudge for the scenario, “Employee has high priority aligned performance goals that are due soon”.
- Go to My Client Groups > Employment > Nudge Configuration.
- Click Add.
- From the Module list, select the nudge type, Goal.
- Select the reason, Employee has high priority aligned goals that are due soon.
- Edit the default configuration name, as applicable.
- Set the status to Active.
- In the Days Before Goal Completion field, enter the number of days before the goal’s target completion date by when the nudge must be triggered.
- Click Add in the Channels section.
- Select the Email, Touchpoints card, or Check-in insight channel type.
- Select the Active check box.
- Select the recipient of the channel type.
- From the Content Source list, you can either select the default content that’s available for the channel or create your own. If you select User-defined Content, enter your custom text for the channel. For example, for the Email channel type, specify a title and a message.
- Click OK.
Key Resources
For more information, refer to these resources:
22D What’s New Features
- The Manager Experience feature under Touchpoints in Talent Management
- The Employee Experience feature under Touchpoints in Talent Management
- Survey Journeys feature in Global Human Resources
- Enhanced Presentation Options for New Subscribers feature under Questionnaire in Talent Management
Oracle Help Center
- Create a Check-In Template topic in the Implementing Performance Management guide
- Questionnaires section in the Workforce Profiles chapter of the Using HCM Common Features guide
- Overview of Scheduled Processes chapter in the Implementing Help Desk guide
- HCM Nudges section in the Using HCM Common Features guide
Access Requirements
Managers and employees need to have the following user roles, respectively, to access Touchpoints:
Duty Roles |
Job or Abstract Role |
---|---|
Access Touchpoints by Worker ORA_HRE_ACCESS_TOUCHPOINTS_BY_WORKER |
Employee Contingent Worker |
Access Touchpoints by Manager ORA_HRE_ACCESS_TOUCHPOINTS_BY_MANAGER |
Line Manager |
The Administrator needs to have the ORA_PER_NUDGE_CONFIGURATION_DUTY duty role to configure nudges.
Touchpoints Experience for Managers
As a manager, you can use Touchpoints to:
- View real-time insights into your team’s pulse trends and see how they compare with the rest of the organization.
- View pulse trends of multiple surveys when the surveys are assigned to your team.
- View all past and upcoming events and interactions with your direct reports on a single, consolidated page.
- Schedule check-in meetings with employees, and add custom or recommended discussion topics.
- Send anytime feedback or celebration cards to appreciate your team’s work or celebrate their personal milestones.
Here’s a closer look at some of these features.
Understand Your Team Better
Using the Touchpoints Summary page, you can view and analyze pulse trends over time for your direct reports, indirect reports, and for your organization. You can compare these metrics to gain a better understanding of the management efforts taken to improve employee engagement levels within your immediate hierarchy as well as in the rest of the organization.
You can also view:
- Interaction analytics for your team and the rest of the organization
- Individual employee pulse scores that need immediate attention
- Check-ins that are upcoming as well as overdue
- Status of check-ins for the current month
To view this page, open Touchpoints by navigating to My Team > Quick Actions > Show More > Touchpoints.
To view pulse trends for any team within your span of control, use the Switch Team button and choose a manager’s name. If there are multiple surveys assigned to your team, you can analyze pulse trends for a specific survey by using the survey switcher on the top right of the page.
View Your Team Interactions
Click the Employees tab on the Touchpoints Summary page to view a list of all the employees on your team, along with their latest pulse scores and upcoming check-in dates.
You can use the Sort By option to sort the list based on employee names, pulse scores, and check-in dates.
Selecting an employee’s name on this page takes you to the employee’s Touchpoints page, where you can view all the past and upcoming events and interactions for the employee, all on a single page. This includes check-in meetings that have been scheduled between you and the employee as well as anytime feedback and celebration messages received from you and others.
Another key feature of this page is the Recommendations for you panel which lists recommended actions that encourage interactions with the employee to achieve overall increased engagement. The recommendations, when configured by the administrator using the Nudge Configuration work area, include the following:
- Schedule a check-in with the employee
- Celebrate the employee’s personal milestones and achievements
- Provide feedback to the employee
- Prepare for an upcoming check-in
- Discuss performance goals that are at risk of delay with the employee
- Discuss pulse survey scores and survey response rates
Promote Engagement Through Interactions
You can promote employee engagement through interactions such as regular check-ins and timely feedback and recognition for employee achievements and milestones.
Scheduling regular check-ins helps discuss employee concerns and address their sentiments in a timely manner. While scheduling a check-in, you can build an agenda that suits your needs by adding your own discussion topics or by choosing from a list of recommended topics.
Recommended topics are of three types:
- Insights topics, which encourage you to have discussions about interactions or goal-related scenarios that are applicable to you and the employee. For example, if you haven’t given feedback to the employee for a long period of time, or the employee has a goal that is in the Not Started status even after the goal start date, they appear as recommended topics that you can add to the check-in for a discussion.
- Goals topics, which include current performance goals and active development goals that you can add to the check-in for relevant discussions.
- Feedback topics, which include anytime feedback given to the employee that that you can add to the check-in for relevant discussions.
To view these topics, click the View Recommended Topics button while creating or editing a check-in.
Recognize employee milestones and achievements by sending celebration cards for occasions such as birthdays, work anniversaries, or even early goal completion. Also, send timely feedback on their work performance. To get started, select the Celebrate Event button or the Send Feedback option from the Actions menu on the employee’s Touchpoints page, or click on the corresponding button on a nudge card.
As a manager, you can send a thank you note to anyone who gave feedback to an employee.
Use Touchpoints to build stronger relationships with your team and enhance employee engagement levels.
Steps to Enable
For details, see the 22D What’s New feature, Introducing Oracle Touchpoints, in Talent Management.
Tips And Considerations
For details, see the 22D What’s New feature, Introducing Oracle Touchpoints, in Talent Management.
Key Resources
For more information, see these following resources in Oracle Help Center:
- Performance Evaluation, Using Performance Management guide
- Manage Team Goals, Using Goal Management guide
Access Requirements
Line managers must have the Access Touchpoints by Manager role (ORA_HRE_ACCESS_TOUCHPOINTS_BY_MANAGER).
Touchpoints Experience for Employees
As an employee, you can use Touchpoints to:
- View your pulse score trends over a period of time.
- View all past events and interactions and upcoming check-ins with your manager and others in the organization.
- Schedule check-in meetings with your manager and add custom or recommended discussion topics.
- Send feedback or celebration cards to your manager and colleagues to appreciate their work or celebrate their personal milestones.
Here’s a closer look at some of these features:
Understand Your Engagement
On your Touchpoints page, you can review your current and past pulse scores for pulse surveys that you’ve taken. To view this page, go to Me > Quick Actions > Show More > Touchpoints.
From here, you can view a timeline of events and interactions with your manager and others in the organization. This includes past and upcoming check-ins, feedback notes that you’ve received and shared with you, and celebration cards that you’ve received.
Another key feature of this page is the Recommendations for you panel which lists recommended actions that encourage interactions with your direct manager to achieve overall increased engagement. The recommendations, when configured by the administrator in the Nudge Configuration work area, include the following:
- Schedule a check-in with your manager
- Prepare for an upcoming check-in with your manager
- Discuss performance goals that are at risk of delay with your manager
- Take a survey that has been assigned
Manage Your Check-Ins
You can schedule check-ins with your manager as often as you need using Touchpoints. When you schedule a check-in, you can add custom discussion topics as well as recommended topics.
Recommended topics are personalized suggestions pertaining to these areas and displayed in the respective tabs:
- Insights – Relevant interaction topics that are recommended based on configured nudges
- Goals – Performance goals in goal plans that are active in the last 18 months as well as any future goal plans
- Feedback – Anytime feedback that you’ve received from your manager or others in the organization and made visible to you.
These topics are recommended to encourage you to keep your performance goals up-to-date and share job-related concerns with your manager.
When you have completed discussing a specific topic during your check-in, you can mark it as discussed.
You can also update and participate in check-ins that have been scheduled by your manager by adding recommended discussion topics or by adding comments to discussion topics listed in the agenda.
Send Feedback and Appreciation
From the Actions menu on the Touchpoints page, you can send feedback or celebration cards to managers and colleagues to appreciate their work or celebrate their personal milestones.
You can also send a thank you note to a manager or colleague who sent you feedback or a celebration card.
Use Touchpoints to build stronger relationships with your manager and enable your management team to address your needs and concerns as they arise.
Steps to Enable
For details, see the 22D What’s New feature, Introducing Oracle Touchpoints, in Talent Management.
Tips And Considerations
For details, see the 22D What’s New feature, Introducing Oracle Touchpoints, in Talent Management.
Key Resources
For more information on check-ins, feedback, and goals, see the following guides in Oracle Help Center:
- Performance Evaluation, Using Performance Management guide
- Manage Team Goals, Using Goal Management guide
Access Requirements
Employees and Contingent Workers must have the Access Touchpoints by Worker role (ORA_HRE_ACCESS_TOUCHPOINTS_BY_WORKER).
Oracle Career Development provides tools for workers and managers to manage their career interests and development plans. These tools include recommendations on roles based on workers’ qualifications, comparisons to target roles and required development needs for workers. You can establish development goals and manage development progress, by managing the roles of interest for the worker and comprehensive development plan for workers.
You can now manage your near and long-term career development strategies using a development plan. Based on your role permissions, you can create and manage your development goals within your development plan. You can tag goals with Development Intents. Development Intents are tags that allow you to organize and track your goal towards future development.
Development Goal FYI Notifications
Take note that the feature options in the Setup and Maintenance work area for enabling notifications for actions done on HR assigned development goals are now renamed as follows:
- Assigned goals inactivated by worker notification
- Assigned goals inactivated by manager notification
- Assigned goals deleted by worker notification
- Assigned goals deleted by manager notification
This table lists the corresponding notifications that are sent for actions done on HR assigned development goals.
Notification Name |
Label |
Description |
---|---|---|
ORA_HRD_WKR_INACTIVATES_ASSIGNED_GOAL_NTF |
HR assigned goals inactivated by worker notification |
Notifies HR specialist when worker inactivates development goals assigned by HR specialist |
ORA_HRD_MGR_INACTIVATES_ASSIGNED_GOAL_NTF |
Manager inactivates HR-assigned goals notification |
Notifies HR specialist and worker when manager inactivates development goals assigned by HR specialist |
ORA_HRD_WKR_DELETES_ASSIGNED_GOAL_NTF |
HR assigned goals deleted by worker notification |
Notifies HR specialist when worker deletes development goals assigned by HR specialist |
ORA_HRD_MGR_DELETES_ASSIGNED_GOAL_NTF |
Manager deletes HR-assigned goals notification |
Notifies HR specialist when manager deletes development goals assigned by HR specialist NOTE: For worker to receive notification when their manager deletes development goals assigned by their HR specialist, the Goals deleted by managers notification needs to be enabled. |
Both the worker and the HR specialist receive notifications when the worker’s manager inactivates or deletes a development goal that was assigned by the HR specialist.
Only the HR specialist is notified when a worker who is assigned a development goal by the HR specialist inactivates or deletes the development goal.
Notify workers and HR specialists about changes to HR assigned goals in the worker’s development plan so that they can take appropriate steps for the career development of the worker.
Steps to Enable
Your administrator needs to enable the feature options related to notifications.
- From the Actions menu in the Setup and Maintenance work area, select Go to Offerings.
- Select the Workforce Development offering and click Opt In Features.
- Edit the Career Development feature.
- Edit Career Development Notification Options.
- Select any of these check boxes according to the notifications that your organization wants to send:
- Assigned goals inactivated by worker notification
- Assigned goals inactivated by manager notification
- Assigned goals deleted by worker notification
- Assigned goals deleted by manager notification
- Click Done.
Tips And Considerations
- Note that no notification is sent either to the HR specialist or worker when managers inactivate or activate goals assigned by the managers.
- Similarly, no notification is sent either to the HR specialist or manager when workers inactivate or activate development goals created by them.
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.
Managers Delete HR Assigned Goals
When adding a performance goal to the goal plan of an employee or when adding goals in a mass assignment process, HR specialists can now specify if they want to allow managers to delete the goal. They need to select the Allow managers to delete this goal check box in the Basic Info section of the Add Goal page.
This setting overrides the Actions for Workers and Managers on HR-Assigned Goals and the Allow Updates to Goals By settings of the goal plan.
Enable managers to manage the performance goals of people who report to them by allowing them to delete goals that aren’t relevant for that person.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
To specify that managers can delete goals assigned by HR specialists when you upload goals using HCM Data Loader, set the Allow Manager to Delete Goal (AllowDelGoalFlag) attribute to ORA_MGR_DEL_GOAL.
Human Resource Specialist Shared Goals
As HR specialists, you can now configure a process to mass share performance goals with selected workers you can access. You need to use the Setup of Performance Goals Mass Assignment and Mass Sharing task on their Goals landing page to do this.
You will see the Setup of Performance Goals Mass Assignment and Mass Sharing page. Click Add to add a new process.
On the Mass Assign and Share Performance Goals page, select the process type as Mass share goals and give a unique name for this process. Select the review period, workers with whom you want to share the goal, and the goals to share.
After you save and close the process, you need to schedule the process. On the Scheduled Process for Performance Goals page, select the Mass assign or share goals process type and specify the process name. Submit the process to share the goals with the selected workers.
If enabled, the workers receive a notification that their HR specialist has shared performance goals with them. They can see the shared goals in the HR Goals subsection of the Goals Shared With Me section of their Goals page. They can add the goals to their goal plans if they want to. They can add these HR shared goals to the goal plan even if the goal plan already has the maximum limit of goals. They can align their goals to these shared goals.
Mass share performance goals easily and enhance performance goal management in your organization. Reduce the number of duplicate or similar goals shared by multiple managers and streamline goal management.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
Workers can’t delete performance goals shared by their HR specialists.
Key Resources
- For more information on scheduling processes for performance goals, see the Scheduled Processes for Assigning Goals chapter in the Using Goal Management guide.
Oracle Performance Management supports features and functions for measuring and reporting worker performance.
Use the All-in-One Evaluations page to evaluate multiple employees with the same performance document. Managers can perform these actions during the manager evaluation task on the same page:
- Provide a proficiency level or performance rating for employees' competencies
- Provide an evaluation comment for employees' competencies
- Provide a section summary rating for competency, performance goal, development goal, and overall summary evaluation topics
- Provide a section summary comment for competency, performance goal, development goal, and overall summary evaluation topics
- Complete a manager questionnaire
- View the number of items the manager has rated and commented for competency, performance and development goal evaluation topics
- View employees' self-evaluated proficiency levels or performance ratings for their competencies
- View employees' self-evaluated comments for their competencies
- View a section summary rating for competency, performance goal, development goal, and overall summary evaluation topics
- View a section summary comment for competency, performance goal, development goal, and overall summary evaluation topics
- View employee questionnaires
- Calculate ratings
- Submit manager evaluations
Competency evaluation topics will display all the competencies that exist in all employees’ performance documents. Managers can’t evaluate competencies that aren’t applicable to a specific employee. Configure the Maximum Number of Items for Mass Evaluations (ORA_HRA_MASS_EVALUATION_ITEM_LIMIT) profile option to determine the combined maximum number of competencies across all employee performance documents that can display in a competency evaluation topic. Setting the profile option to a lower number improves system performance. If the combined number of competencies in a performance document is higher than the number allowed, then the manager won’t see individual competencies in All-in-One Evaluations. Instead, they can select the count of each employee's competencies to navigate to their individual performance documents to provide ratings and comments. Managers can still enter competency section ratings and comments directly in All-in-One Evaluations or in the individual performance documents.
If the manager selects to submit their manager evaluations, then all performance documents will be included in the submission. If submission isn't completed for performance documents because they have warnings or errors that need reviewing, then managers can review these from the All-in-One Evaluations page. For performance documents with warnings, managers can choose to edit the evaluations again or ignore the warning and complete the submission. For performance documents with errors, managers must fix these, and then submit the manager evaluations again.
Configure the Maximum Number of Documents Allowed to Process in Real Time for All-in-One Evaluations (ORA_HRA_MAX_DOCUMENT_SUBMIT_REAL_TIME) profile option to determine the maximum number of performance documents each manager is allowed to submit or calculate ratings for as a real time process. Setting the profile option to a lower number improves the time for processing.
If the number of performance documents is above the number allowed for real time processing, then the manager evaluations are submitted or ratings calculated when the scheduled All-in-Evaluations for Performance Documents process runs. Schedule this process daily or more frequently to allow managers to see the results of submitted manager evaluations or rating calculations.
Speed up the evaluation process and enhance the manager's user experience by viewing and evaluating the performance documents of multiple employees at the same time from one page.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- Access All-in-One Evaluations from the manager Evaluate Performance page or using a quick action.
- Performance and development goals are usually individual to an employee, therefore goals aren't displayed directly in All-in-One Evaluations. Managers can select the count of each employee's goals to navigate to their individual performance documents to provide ratings and comments and see more details. Managers can enter section ratings and comments directly in All-in-One Evaluations or in the individual performance documents.
- Target proficiencies and performance ratings for competencies don't display in All-in-One Evaluations. Managers can select the count of each employee's competencies to navigate to their individual performance documents to see targets for competencies and other details.
- Star ratings aren't used in All-in-One Evaluations. Instead, managers select the actual rating name. If managers select star ratings in the individual performance document, then these will display as rating names in All-in-One Evaluations.
- Managers can also select the employee's name from All-in-One Evaluations to navigate to individual performance documents to do the following:
- View participant feedback
- View interim feedback
- Use the writing assistant
- View check-in information
- View anytime feedback
- Bypass a workers evaluation
- Return the workers evaluation to them
- Print the performance document
- Additional comments related to a questionnaire response aren't supported in All-in-One Evaluations. Managers can select the employee name to navigate to their individual performance documents to provide their own additional comments related to a questionnaire response or to view additional comments provided by the employee or participants for a questionnaire response.
- Changes made to ratings or comments in All-in-One Evaluations are automatically saved.
- Substitute performance document evaluators aren't supported in All-in-One Evaluations. Only the named performance document manager can use All-in-One Evaluations to provide ratings and comments for performance documents.
- If auto-approval is enabled for a performance document, and the manager submits more performance documents than those that are allowed to be processed real time, then the approval is submitted using the Batch Loader Enterprise Schedular Job Application Identity for HCM user scheduled process. This means that although the manager can see the approval is submitted and see when it's approved, they can't see the approval details.
Access Requirements
Managers require the duty role Mass Evaluate Performance Documents by Manager (ORA_HRA_MASS_EVALUATE_PERFORMANCE_DOCUMENTS_BY_MANAGER) to access All-in-One Evaluations.
Configurable Business Title Switcher in Manager Evaluate Performance Page
A manager with more than one assignment can easily identify the required assignment in the Manager Evaluate Performance page using the Business Title switcher. As a manager you can configure additional assignment attributes to display in the Business Title switcher using Search Configuration in HCM Experience Design Studio.
Easily identify the assignment you want to work with using the Business Title field available in the Manager Evaluate Performance page.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
To make changes to the Business Title switcher field, you use the Worker Assignment field in HCM Experience Design Studio. Go to My Client Groups > Quick Actions > HCM Experience Design Studio > Search Configuration, and choose Worker Assignment in the List of Values.
Key Resources
- For more information see the Update 22C Human Resources What's New documentation for the following feature: Configure Business Title Switcher in Document Records.
Support for Additional Comments in Printed Requested Feedback
Feedback providers can provide additional comments when they respond to single-choice, multiple-choice, or date-related questions in requested feedback. These comments are now visible when you view or print the feedback.
The Allow Additional Comments option is available only for Date responses of the Text question type and for all responses of the Single Choice and Multiple Choice question types. You can view this check box when you create or edit a question in a questionnaire or questionnaire template.
To use this feature, when you create a feedback template, make sure to include a questionnaire that allows users to provide additional comments, and use this feedback template when requesting feedback for yourself or your team. You can create feedback templates using the Feedback Templates task.
To view or print the feedback:
- View the Feedback page by using this navigation path, for example: Me > Career and Performance > Feedback.
- In the Feedback Requests About Me section, select View Feedback or Print from the Actions menu.
Managers and HR specialists can also view or print the feedback received for their team and view these additional comments.
This feature provides more context to single-choice and multiple-choice responses, and you can now view them as part of the feedback response.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- For more details on requested feedback, refer to the Requested Feedback topic in the Feedback chapter of the Using Performance Management guide. For more details on questionnaires, refer to the Questionnaires section in the Workforce Profiles chapter of the Using HCM Common Features guide.
Thank Requested Feedback Provider
Thank you notes can now be sent to a feedback provider on receiving requested feedback. The feedback recipient, their managers (both direct and indirect) and HR specialists can send the thank you note.
You can send a thank you note if the status of the request feedback is Completed, and the feedback visibility setting allows you to view the feedback. In addition, this feature must be enabled in Alerts Composer before you can use it. You can also send a thank you note for feedback received on goals.
To send the thank you note:
- View the Feedback page by using this navigation path, for example: Me > Career and Performance > Feedback.
- In the Feedback Requests About Me section, select Send Thank You from the Actions menu.
- Enter a thank you message, and click Send.
You can also send a thank you note from the View Feedback page. You can access this page from the email notification that you get on receiving the feedback or from the Feedback page.
When you send the thank you note, the feedback provider receives an email notification about it. They can also view the thank you note from the worklist.
The administrator can enable or disable the alert notification template, HRA Feedback is provided, in Alerts Composer:
- Go to Tools > Alerts Composer.
- Search for the HRA_ FEEDBACK_PROVIDED alert code.
- Click the alert name from the search results section.
- On the Templates tab, enable or disable these templates:
- Worker thanks feedback participant
- Manager/HR thanks feedback participant
- Click Save and Close.
Leverage this feature to enhance the feedback experience between the feedback provider and the recipient.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- You can thank the feedback provider multiple times for the same feedback. Any others who can view the feedback can also thank the feedback provider multiple times for the same feedback.
- The thank you note is not saved in the application. Therefore, it’s visible only in feedback provider’s email notification or worklist.
Key Resources
- For more information, see the Requested Feedback topic in the Feedback chapter of the Using Performance Management guide in Oracle Help Center.
Performance Management 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.
Performance Management My Organization Page is Removed
Build your own performance reports to meet your organization's specific requirements using OTBI. The performance analytics My Organization page along with its 2 setup pages, Target Ratings Distribution, and Performance and Potential Box Chart Labels, have been removed. You can no longer access them through a task, quick action or deep link.
The My Organization page is no longer available, so now you can build your own versions of the analytics using OTBI.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- Example reports from this page created using OTBI are published in Cloud Customer Connect.
Survey employees with our Questionnaires.
Enhanced Presentation Options for New Subscribers
You can now create surveys using questionnaires for two new subscribers, Touchpoints and Journey Surveys. In addition, the following new response and pagination options are available for these subscribers:
- While creating single-choice and multiple-choice questions, you can now present the answer options as a set of horizontal buttons.
- While creating questionnaires, you can choose to display questions in one of these ways: one question per page, one section per page, or all questions displayed on a single page. When you display one section per page, section instructions, if any, appear below the section title. When you display all questions on a single page, questionnaire instructions and section instructions appear below the respective titles.
NOTE: For the Touchpoints subscriber, scoring is automatically enabled for questionnaires as pulse scores need to be computed and displayed as graphs in Oracle Touchpoints.
To make use of these features, create a questionnaire template for one of these subscribers, set it to Active, and follow these steps:
Create questions
- Go to the Setup and Maintenance work area, and select these options:
- Setup: Workforce Development
- Functional Area: Questionnaires
- Task: Question Library
- Select the subscriber, and click Create in the Search Results area.
- Select the folder, status, and privacy options as required.
- In the Question section, type the question text. You can optionally include additional instructions for the question.
- Select one of these question types: Single Choice or Multiple Choice.
- Select one of these response types, Single Choice – Horizontal Buttons or Multiple Choice – Horizontal Buttons, depending on the question type.
- In the Response section, click Add to add the single-choice or multiple-choice responses.
- Click Save and Close.
Create a questionnaire
- Go to the Setup and Maintenance work area, and select these options:
- Setup: Workforce Development
- Functional Area: Questionnaires
- Task: Questionnaires
- Select the subscriber, and click Create in the Search Results area.
- In the dialog box that appears, search for and select the questionnaire template that you created.
- Specify the details as required in each of the mandatory fields.
- Select a pagination option from the Display Format list.
- In the Questions section, add the questions that you just created.
- Click Next to review the questionnaire.
- Click Save and Close.
NOTE: Questionnaire surveys that are created for both Touchpoints and Journey Surveys subscribers are distributed to respondents using the Journeys application. So, when you preview the questionnaire survey in ADF-based pages, the response options appear in a drop-down list. However, when you view the survey in the Journeys application, you can see the horizontal button responses and the question display format that you’ve chosen.
Use these features to present Touchpoints and Journey surveys to respondents in an interactive manner.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
A new attribute, Layout Option, has been added to the Questionnaire business object for loading questionnaires using HDL.
Key Resources
- For further details on creating questions and questionnaires, refer to the Questionnaires topic in the Workforce Profiles chapter of the Using HCM Common Features guide.
Question Versions Included in List of Values
You can now view the version number of a question when adding it to a questionnaire or a questionnaire template. You can also view the version number when you create or edit the question.
To view this feature in a questionnaire template, follow these steps:
- Go to the Setup and Maintenance work area, and select these options:
- Setup: Workforce Development
- Functional Area: Questionnaires
- Task: Questionnaire Templates
- Select the subscriber, and click Create or Edit in the Search Results area.
- Specify the required details on the first page, and click Next to create new questions or add existing ones.
- Click Add to add an existing question.
- On the Add Questions page, search for the question you want to include in the template.
- In the Search Results section, a new column called Question Version Number is displayed.
NOTE: If it's not displayed, click the View menu and select Columns -> Question Version Number.
- Click OK.
NOTE: After you add the question, you can see the version number in the Questions section as well.
- Configure the rest of the template and save it.
In the same way, you can view the question version number in a questionnaire as well. You can also view the version number when you create or edit a question.
NOTE: When editing a question, if you update an existing question, the version number doesn’t get incremented. It gets incremented only when you create a new version of the question.
When multiple question versions exist, you can now quickly identify which version is included in your questionnaire or questionnaire template.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
If you create a new version of a question, you won’t see the incremented version in a questionnaire that's already in use and referencing an older version of this question. To include the latest version of the question, you need to create a new version of the questionnaire.
Key Resources
- For further details on creating questions and questionnaires, refer to the Questionnaires topic in the Workforce Profiles chapter of the HCM Common Features guide.
New User Entity for Extracting Questionnaire Responses
You can now extract Character Large Object (CLOB) data, including VARCHAR2 2000 and VARCHAR2 4000 data types, from the Questionnaire Reponses object. You can do this by using the new user entity, Extract Question Responses – Large Object (HRQ_EXT_QSTN_RESPONSES_LRG_OBJ_UE) in HCM Extracts.
NOTE: This user entity has only CLOB data. Therefore, it can’t be combined with other user entities in the same extract definition.
You can now define an extract with this user entity to extract the CLOB data. No additional configuration steps are required.
Using this feature, you can easily extract the complete CLOB data from the Questionnaire Responses object.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- For more details on HCM Extracts, refer to the HCM Extracts guide in Oracle Help Center.
Oracle Profile Management provides a common foundation for the talent suite of products and other Oracle Cloud 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.
Allow Peers to View Feedback and Notes
When you provide anytime feedback to others in the organization, you can now choose to make the feedback visible to the peers of the feedback recipient. Peers refers to all employees that report to the same manager as the feedback recipient in one or more active or suspended assignments.
When you provide anytime feedback using the person spotlight page, using Connections, or using the Provide Feedback deep link, you can now see a new feedback visibility option, Managers, Peers, and <Recipient Name> on the Provide Feedback page. Select this option to enable the feedback recipient's peers to view the anytime feedback.
Additionally, when users create or edit Talent Review notes, they can select this new visibility option, if the visibility configuration is enabled to include peers.
This feature enhances the usability of anytime feedback and notes by allowing peers to view them.
Steps to Enable
To enable this visibility option:
- Go to the Setup and Maintenance work area, and select Workforce Development from the Setup menu.
- Search for and select the Manage Feedback Visibility task.
- Select the Managers, peers, and worker visibility option for the ORA_NO_CONTEXT and ORA_TALENT_REVIEW_TYPE feedback contexts.
- Click Save and Close.
Tips And Considerations
When the feedback visibility option is set to Manager, peers, and <Recipient Name>, these considerations apply:
- HR specialists can also view the anytime feedback.
- The feedback recipient can choose to hide the feedback from others.
- If the HR specialist chooses to hide the feedback, neither the manager nor peers can view it.
NOTE: The ability to edit or delete feedback and change its visibility settings depends on your role.
Key Resources
For more information, see these resources:
- Anytime Feedback section in the Workforce Profiles chapter of the HCM Common Features guide
- Talent Review Notes topic in the Talent Review Meetings: Conducting chapter of the Using Talent Review and Succession Management guide
Access Requirements
For peers to view notes that have the Managers, peers, and worker feedback visibility option, they need to have the View HCM Person Note Shared with Peers data privilege.
Celebrations Context Type in Feedback Visibility Configuration
A new context type, ORA_CELEBRATION_TYPE, is added to the Manage Feedback Visibility page to support the Celebrations feature in Oracle Touchpoints. The Celebrations feature enables managers and employees to send celebration cards to others in the organization on occasions such as birthdays, work anniversaries, and so on.
When an employee or manager sends a celebration card to others, they can choose from one of these visibility settings configured in the ORA_CELEBRATION_TYPE context:
- Managers and worker
- Only worker and me
To view this context type:
- Go to the Setup and Maintenance work area.
- Select Workforce Development from the Setup menu.
- Search for and select the Manage Feedback Visibility task. The new context type displays on the Feedback Visibility page.
- Configure the visibility options and defaults for this context type as per your business needs. Currently, the default is set to Managers and worker. It can be changed to Only worker and me or to No default. All other defaults and visibility options are disabled.
- Click Save and Close.
You can also delete the context type and add it back later, if required, from this page.
This feature allows greater flexibility in configuring feedback visibility settings separately for celebrations, in addition to anytime feedback and talent review notes.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- For more details on Touchpoints, refer to the 22D update What’s New feature, Introducing Oracle Touchpoints under Talent Management.
Access Requirements
You need to have the Manage Feedback Visibility functional privilege to access the feedback visibility configuration page.
Thank Anytime Feedback Provider
You can now send a thank you note to the feedback provider when viewing the anytime feedback that you received. Managers, both direct and indirect, and HR specialists can also send a thank you note to the feedback provider.
You can send a thank you note if the feedback visibility setting allows you to view the feedback. In addition, this feature must be enabled in Alerts Composer before you can use it.
You can send a thank you note from the email notification that you get on receiving the anytime feedback. Alternatively, you can send it this way:
- View the Feedback page by using this navigation path for example: Me > Career and Performance > Feedback.
- In the Feedback Given to Me section, select Send Thank You from the Actions menu.
- Enter a thank you message, and click Send.
When you send the thank you note, the feedback provider receives an email notification about it. They can also view the thank you note from the worklist.
The administrator can enable or disable the alert notification template, Anytime Feedback Provided, in Alerts Composer:
- Go to Tools > Alerts Composer.
- Search for the HRT_ANYTIME_FEEDBACK_PROVIDED alert code.
- Click the alert name from the search results section.
- On the Templates tab, enable or disable these templates:
- Worker Thanks Anytime Feedback Provider
- Manager/HR Thanks Anytime Feedback Provider
- Click Save and Close.
Leverage this feature to enhance the feedback experience between the feedback provider and the recipient.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- Even if the feedback notification in Talent Notifications is disabled, you can still use this feature as long as the Anytime Feedback Provided alert is enabled.
- You can thank the feedback provider multiple times for the same feedback. Any others who can view the feedback can also thank the feedback provider multiple times for the same feedback.
- The thank you note is not saved in the application. Therefore, it’s visible only in the feedback provider’s email notification or worklist.
- This feature is not available in Talent Review notes.
Key Resources
For more information, see these resources:
- Anytime Feedback section in the Workforce Profiles chapter of the HCM Common Features guide
- 22D Update What’s New feature Introducing Oracle Touchpoints under Talent Management
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.
Refine the list of AI-recommended succession candidates by applying business unit, grade, and location filters. You can select multiple business units, grades, and locations. You can see only recommended candidates who match the filter criteria.
You can also sort the AI recommended succession candidates. By default, the candidates are listed ordered by the recommendation strength. But you can also sort the candidates by these attributes:
- Name
- Job
- Location
Filter the AI recommended candidates and easily locate the candidates who you want to add to your succession plan.
Steps to Enable
Your Oracle Cloud administrator and implementation user need to activate AI apps, ingest data, and set the appropriate profile options. Refer to the Activating Oracle AI Apps for HCM Cloud (Doc ID 2826501.1) document available on My Oracle Support for instructions related to this.
Tips And Considerations
- When you exit the Recommended Candidates page and later reopen it, the default sort order is applied.
- AI recommendations are based on employee talent profiles. To view appropriate recommendations, HR specialists need to ensure that job model profiles and person profiles are set up and employees are associated with a job.
- You can see recommended candidates based on the candidate security defined for you.
- Even if a recommended candidate has multiple assignments, the person is listed only once on the Recommended Candidates page.
Key Resources
Use these resources on Oracle Help Center:
- For more information about setting up model profiles and person profiles, refer to the Using Enhanced Talent Profiles guide.
- For more information about using Artificial Intelligence applications, refer to the Using AI Apps for Talent Management guide.
Search for Candidates and Pool Members
Search and Sort Succession Plan Candidates
You can now easily search for existing candidates when editing a succession plan or creating a new one. Use the search field in the Candidates section to do this. You can search by the first name, last name, or both. Initially, you can see 5 candidates that match the name entered, but you can load more. You can sort the candidates listed.
You can also use the new Status sort option to sort succession plan candidates by their status. You can opt to view inactive candidates first or active candidates first.
Search and Sort Talent Pool Members
When creating or editing talent pools, you can search for existing pool members.
Use the search field in the Members section to do this. You can search by the first name, list name, or both. Initially, you can see 5 members that match the name entered, but you can load more. You can sort the members listed.
You can also use the new Status sort option to sort talent pool members by their status. You can opt to view inactive members first or active members first.
Enhance your succession planning by easily searching for existing succession plan candidates to take appropriate action on them such as editing their details or adding them to a talent pool.
Enhance your talent pool management by easily locating existing talent pool members to edit their details or remove them from the pool.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- When you exit a succession plan and later reopen it, the default sort order is applied.
- When you exit a talent pool and later reopen it, the default sort order is applied.
New Candidate Since and Member Since Record Fields
From this release update, the date candidates were added to a succession plan and members were added to a talent pool are stored in the CANDIDATE_SINCE and MEMBER_SINCE fields of the Succession Management tables. Previously, this information was stored in the CREATION_DATE who column of the Human Resource tables.
You can also update the CANDIDATE_SINCE and MEMBER_SINCE fields using HCM Data Loader. Use the Candidate Since and Member Since attributes when uploading succession plan candidate or talent pool member data.
You can also now sort candidates in a succession plan and members of a talent pool by the date they were added to the succession plan or pool. You can either view the persons who have been candidates or members for the longest time first or those added recently first.
Enhance management of your succession plans and talent pools by easily locating succession plan candidates or talent pool members based on the date they were added to the succession plan.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
-
Note that OTBI reports don’t support the CANDIDATE_SINCE and MEMBER_SINCE fields yet. OTBI will support these fields in a future update. But you can continue to report on dates candidates were added to succession plans using the existing Candidate Since column in the Workforce Succession Management - Plan Candidates Real Time subject area. You can continue to report on dates members were added to talent pools using the existing Creation Date column of the Workforce Succession Management - Talent Pools Real Time subject area. These columns are based on the CREATION_DATE who column of the Human Resource tables.
- Use Transaction Design Studio to hide the Candidate Since and Member Since fields. Note that when you hide these fields, the sort options to sort candidates or members based on the date they were added to the plan or pool won’t be available.
Enhancement to the Autocomplete Rules for Succession Plans Business Object
From this release update, to create autocomplete rules related to succession plans, apart from the Succession Plans business object you can also use the Succession Plan Candidates and Succession Plan Owners business objects.
Succession Plans Business Object Enhancements
When you create autocomplete rules for the Succession Plans business object, you can also use the additional attributes listed in this table.
Attribute | Field Name | Description |
---|---|---|
PLAN_ID |
Succession Plan ID |
ID of the succession plan that’s created or updated |
DESCRIPTION |
Description |
Description of the succession plan that’s created or updated |
PLAN_TYPE |
Plan Type |
Succession plan type, which can be Incumbent, Job, or Position |
STATUS |
Status |
Status of the succession plan succession plan that’s created or updated, which can be Active or Inactive |
ACCESS_TYPE_CODE |
Owner Type |
Administrator role of the plan owner, which controls the actions available to the plan owner |
INCUMBENT_PERSON_ID |
Incumbent Person ID |
Person ID of the incumbent of the succession plan that’s created or updated |
BUSINESS_UNIT_ID |
Business Unit ID |
ID of the business unit with which the succession plan that’s created or updated is associated |
GRADE_ID |
Grade ID |
ID of the job grade with which the succession plan that’s created or updated is associated |
DEPARTMENT_ID |
Department ID |
ID of the department with which the succession plan that’s created or updated is associated |
This table lists the additional view accessors of the Succession Plans business object.
From Succession Plans Business Object |
Row Variable Name |
Purpose |
---|---|---|
Get Plan Type |
Row Related to Plan Type |
Access a set of records from the succession plans business object displayed in Autocomplete to get the plan type. |
Get Plan Status |
Row Related to Status |
Access a set of records from the succession plans business object displayed in Autocomplete to get the plan status. |
Get Owner Type |
Row Related to Owner Type |
Access a set of records from the succession plans business object displayed in Autocomplete to get the access type of the plan owner. |
Get Succession Plan Candidates |
NA | Access a set of records from the succession plans business object displayed in Autocomplete to get all the candidate records for the plan ID. |
Get Succession Plan Owners |
NA |
Access a set of records from the succession plans business object displayed in Autocomplete to get all the owner records for the plan ID. |
Get Plan Incumbent Primary Assignment |
NA |
Access a set of records from the assignment business object displayed in Autocomplete to get the primary assignment record using the person ID of the succession plan incumbent. |
This table lists the additional Row Related To attributes of the Succession Plans business object.
Attribute |
Reference Table |
Reference Column |
---|---|---|
BusinessUnitId |
FUN_ALL_BUSINESS_UNITS_V |
BU_ID |
PositionId |
HR_ALL_POSITIONS_F_VL |
POSITION_ID |
DepartmentId |
HR_ORGANIZATION_V |
ORGANIZATION_ID |
GradeId |
PER_GRADES_F_VL |
GRADE_ID |
JobId |
PER_JOBS_F_VL |
JOB_ID |
PlanType |
HCM_LOOKUPS |
LOOKUP_CODE |
Status |
HCM_LOOKUPS |
LOOKUP_CODE |
AccessTypeCode |
HCM_LOOKUPS |
LOOKUP_CODE |
Succession Plan Candidates Business Object
Use the Succession Plan Candidates business object to create autocomplete rules related to candidates of succession plans. This table lists the attributes of the Succession Plan Candidates business object.
Attribute |
Field Name |
Description |
---|---|---|
PLAN_CANDIDATE_ID |
Succession Plan Candidate ID |
ID of the succession plan candidate |
PLAN_ID |
Succession Plan ID |
ID of the succession plan the candidate is added to |
PERSON_ID |
Person ID |
Person ID of the succession plan candidate |
STATUS |
Status |
Status of the succession plan candidate, which can be Active or Inactive |
SUCCESSION_STATUS |
Succession Status |
Indicates if the candidate has moved to the role defined in the succession plan |
CANDIDATE_TYPE |
Candidate Type |
Indicates if the candidate is an internal or external candidate |
EXTERNAL_CANDIDATE_ID |
External Candidate ID |
ID of the external succession plan candidate |
READINESS_CODE |
Readiness Code |
Indicates the readiness level of the succession plan candidate to assume the role defined in the succession plan |
CANDIDATE_RANKING |
Candidate Ranking |
Ranking of the succession plan candidate |
EMERGENCY_SUCCESSOR |
Interim Successor |
Indicates if the candidate is the interim successor for the role defined in the succession plan |
This table lists the view accessor for the Succession Plan Candidates business object.
From Succession Plan Candidates Business Object |
Purpose |
---|---|
Get Plan Candidate Primary Assignment |
Access a set of records from the assignment business object displayed in Autocomplete to get the primary assignment record using the person ID of the succession plan candidate. |
This table lists the Row Related To attributes of the Succession Plan Candidates business object.
Attribute | Reference Table |
Reference Column |
---|---|---|
CandidateType |
HCM_LOOKUPS |
LOOKUP_CODE |
EmergencySuccessor |
HCM_LOOKUPS |
LOOKUP_CODE |
PlanId |
HRM_PLANS_V |
PLAN_ID |
ReadinessCode |
HCM_LOOKUPS |
LOOKUP_CODE |
Status |
HCM_LOOKUPS |
LOOKUP_CODE |
SuccessionStatus |
HCM_LOOKUPS |
LOOKUP_CODE |
Succession Plan Owners Business Object
Use the Succession Plan Owners business object to create autocomplete rules related to owners of succession plans. This table lists the attributes of the Succession Plan Owners business object.
Attribute |
Field Name |
Description |
---|---|---|
PLAN_OWNER_ID |
Owner ID |
ID of the succession plan owner |
PLAN_ID |
Succession Plan ID |
ID of the succession plan that the owner owns |
PERSON_ID |
Person ID |
Person ID of the succession plan owner |
OWNER_TYPE_CODE |
Owner Type |
Administrator role of the plan owner, which controls the actions available to the plan owner |
This table lists the view accessor for the Succession Plan Owners business object.
From Succession Plan Owners Business Object |
Purpose |
---|---|
Get Plan Owner Primary Assignment |
Access a set of records from the assignment business object displayed in Autocomplete to get the primary assignment record using the person ID of the succession plan owner. |
This table lists the Row Related To attributes of the Succession Plan Owners business object.
Attribute |
Reference Table |
Reference Column |
---|---|---|
PlanId |
HRM_PLANS_V |
PLAN_ID |
OwnerTypeCode |
HCM_LOOKUPS |
LOOKUP_CODE |
Use the additional attributes and business objects of succession plans to create autocomplete rules that meet your organization’s requirements.
Steps to Enable
To enable Autocomplete Rules in the HCM Experience Design Studio, you need to log a Service Request (SR).
Review and follow the instructions provided in the My Oracle Support document, Fusion HCM Cloud: Enabling Autocomplete Rules Feature Starting with Release 21B (Doc ID 2767655.1) to get access.
Key Resources
Use these resources on Oracle Help Center:
- For more information about using Autocomplete rules, refer to the Configuring and Extending HCM Using Autocomplete Rules guide.
- For more information on the succession plan attributes, refer to the Tables and Views for HCM guide.
Oracle 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 Print Profiles Content Access
After migrating to Enhanced Talent Profiles, when you use the Print Profiles action for the selected review population when conducting a Talent Review meeting or preparing review content, you will see all the profile content sections. Select only the content sections that you want to print. Note that the print output will include only the worker’s profile and content sections that you have access to.
This feature helps your organization to enhance the security of its talent review process because reviewers and facilitators can print only the profile information that they can access.
Steps to Enable
You need to upgrade to Enhanced Talent Profiles to be able to use the responsive Print Profile feature. For more information on migrating to Enhanced Talent Profiles, refer to this resource on My Oracle Support: Upgrading Oracle Fusion Profile Management (Doc ID 2421964.1).
Access Requirements
You need to have the HRT_RUN_TALENT_PROFILE_SUMMARY_REPORT_PRIV function security privilege to be able to print profiles. You need to add this function security privilege to the custom roles that you want to allow to use this feature.
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.
File Attachment Attributes to Profile Subject Area
The following attributes are added to the All Profile Content folder:
- Created Date
- Attachment Type
- Attachment Type Code
- Attachment
Enhance your reporting on the file attachments information in the Person Profile Real Time subject area with the addition of relevant attributes to the all profile content folder.
Steps to Enable
You don't need to do anything to enable this feature.
IMPORTANT Actions and Considerations for Talent
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 |
---|---|---|---|---|---|
Performance Management | Performance Management My Organization Page is Removed | 22D | Build your own versions of the analytics using OTBI. |
_________________________
KNOWN ISSUES / MAINTENANCE PACK SPREADSHEETS
Oracle publishes a Known Issues document for every Update to make customers are aware of potential problems they could run into and the document provides workarounds if they are available.
Oracle also publishes Maintenance Pack and Statutory Maintenance Pack documentation of bugs that are fixed in the monthly or statutory patching.
To review these documents you must have access to My Oracle Support:
Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs (Document ID 1554838.1)
Controlled Availability for Talent
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? |
---|---|---|---|---|---|---|
Career Development | Oracle Search-Based Explore Careers | Enable your employees to explore a wide range of career opportunities within your organization using Oracle Search powered by search term suggestions. |
Part of the Oracle Search Controlled Availability Program. Need to be using Responsive Career Development pages |
You will need to log a Service Request (SR) in My Oracle Support to request to be part of this program. |
21D | Yes |