What's New

Update 23B

Revision History

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

Overview

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

• Release Updates (23A, 23B, 23C, and 23D)
• 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.

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HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.

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.

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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.

Feature Summary

Talent Management

Talent Management

Features under this section are available to all talent applications.

Talent Management Redwood Experience

These pages or flows have been recreated in the Redwood tool set Visual Builder Studio (VBS) to improve your user experience. The pages or flows look and act like Redwood pages or flows, to help create cohesiveness through the application.

Redwood Experience for Review Periods Setup

Check out the new Review Periods page that can be used to complete your Redwood experience. This page has been recreated in the Redwood toolset Visual Builder Studio (VBS) to improve the user experience but having the same backend functionality. This page is turned on by default.

If you want to use the responsive page, check the steps in the Steps to Enable section.

By using this new page you can take advantage of cohesiveness through the application.

Steps to Enable

In order to work with the the Redwood Review Periods page, you must first enable the ORA_HCM_VBCS_PWA_ENABLED profile option. Check if the ORA_HRA_SETUP_REDWOOD_ENABLED profile option is enabled. By default, the profile option is delivered as enabled. If you don't want to use the Redwood pages yet, you need to set the profile option to No.

To disable the pages, set the profile option ORA_HRA_SETUP_REDWOOD_ENABLED to No.

1. Navigate to the Setup and Maintenance work area.    
2. Search for and click the Manage Administrator Profile Values task.  
3. Search for the ORA_HRA_SETUP_REDWOOD_ENABLED profile option code and select the profile option in the search results.    
4. If you don't want to use any of the Redwood Review Periods pages yet, you need to set the profile option to No. 
5. Click Save and Close.

Extensibility Limitations

The use of VB Studio to extend Review Period search and Review Period details page is limited to the constants listed below for Nudges and Guided Journeys.

For more information on setting up Nudges and Guided Journeys:

• 23B Human Resources What’s New - VBS Enable Guided Journeys for the Rebuilt Redwood Pages
• 23B Human Resources What’s New - Nudge Users to Complete Tasks

Tips And Considerations

• You can navigate to the new Redwood page only through Quick Actions:
  • When you navigate using My Client Groups and Setup and Maintenance, it will direct you to the responsive page.
  • When you use the Import and Export functionality in Setup and Maintenance, it will direct you to the responsive page.
• Saved search isn't available for this page.
• Advanced search isn't available for this page. 
• Personalization using Visual Builder Studio (VBS) isn't available for this page.

Key Resources

• For more information, see the Implementing Performance Management and Using Performance Management guides on Oracle Help Center.
• For a listing of all profile options for the recreated pages across HCM, see the following document in My Oracle Support:
  • HCM Redwood Pages with Profile Options – MOS Document - 2922407.1

Talent Management Replaced or Removed Features

Talent Management Classic Pages Removed

Oracle Cloud HCM Talent Management customers who are still using the Classic pages must transition to the modern, feature-rich, intuitive Responsive pages in 23B. Customers using the Classic pages in one of the following Talent Management applications are affected: Career Development, Goal Management, Performance Management, Profile Management Classic Version, Succession Management, or Talent Review.

IMPORTANT: Beginning with Update 23B, Talent Management will be delivered with Responsive pages enabled by default. Customers will not have the option to revert back to the Classic pages.

Steps to Enable

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

Tips And Considerations

If you have not already enabled Responsive pages, please take the following steps now:

• Evaluate your Classic pages personalization and determine what to reapply after the transition to Responsive pages.
• If you use Goal Management and Career Development, you must close out “in transit” transactions and create new approval rules for the approval framework used in Responsive pages.
• If you are still using Profile Management Classic Version, you must complete the migration to Profile Management Version 2 prior to the enablement of Responsive pages.

Key Resources

Use the following resources to learn more:

• Moving to Responsive pages
  • HCM - Oracle Cloud HCM Goal and Performance Management Customers - Move to Responsive UX (Customer Connect Jan 2021)
  • HCM - Oracle Cloud HCM Talent Review and Succession Management Customers - Move to Responsive UX (Customer Connect Feb 2021)
  • HCM - Oracle Cloud HCM Career Development Customers - Move to Responsive UX (Customer Connect Feb 2021)
  • HCM Responsive Edit Page Demos (Doc ID 2399671.1) Attachment “HCM Responsive User Experience Setup 18B – 21C Profiles Options”
  • HCM Responsive User Experience Uptake Tool (Doc ID 2643052.1)
• Goal Management, Career Development – Approval Rules
  • Overview of Performance Goal Approval Rules
  • Configure Approval Rules for Development Goal Transactions
• Migrating to Profile Management Enhanced Talent Profile
  • Upgrading Oracle Cloud HCM Profile Management (Doc ID 2421964.1)
  • Troubleshooting Guide for Enhanced Profiles (Doc ID 2533116.1)
  • Customer Connect Office Hours (Jan 2020)
  • Customer Connect Coaches Corner (March 2020)

Career Development

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 Using Oracle Search

Oracle Search is a dedicated search engine available in your Human Capital Management Cloud environments. When you enable this for exploring careers, your users gain these advantages:

• Search term suggestions and relevant results that match the search terms. The search terms are matched with the key fields in the search index such as profile name, description, job description, responsibilities, and qualifications. 

• Improved performance on search results.

• Improved relevancy of results

Enable your employees to search for careers more easily using the search suggestions.

Steps to Enable

This feature uses Oracle Search. To enable Oracle Search, use the Manage Administrator Profile Values task in the Setup and Maintenance work area and configure the profile options listed in this table.

If advised by Oracle, you might also need to configure the profile options in this table.

You need to run the initial data ingestion process for model profiles.

1. Navigate to Tools > Scheduled Processes.
2. Search for and select the ESS job to create index definition and perform initial ingest to OSCS process.
3. Submit the process with the parameter specified in this table.

NOTE: You need to run this initial data ingestion process after every release version upgrade and P2T (production-to-test) process.

You then need to enable exploring careers using Oracle Search. To do this, use the Manage Administrator Profile Values task in the Setup and Maintenance work area to review and configure the profile options listed in this table.

Access Requirements

To run the initial data ingestion process, your role needs to have the Manage Scheduled Job Definition (FND_MANAGE_SCHEDULED_JOB_DEFINITION_PRIV) function privilege.

Career Development Diagnostics

Run the Goal Management Diagnostics Report process to generate reports that will help you to identify and fix issues in your Career Development implementation by yourself.

The report generated uses masking characters to secure data in various sections. Check the Goal Management Diagnostics Report Hide Columns (ORA_HRG_DIAGREPORT_HIDE_COLUMN) lookup to identify the secured columns. If you want to mask other columns, add the column name to this lookup.

The Goal Management Diagnostics Report process accepts these parameters:

• Person Number: The person number of the worker for whom you’re generating the diagnostic report.
• Duration: Specify the number of days before the current date you want to select active goal plans. The default value of this parameter is 720.

Rename the extension of the output file of the report to .html to view the report. The report is divided into sections. Click the link to view the section content. Some development goals related sections are:

• Development Goal data for worker: You can view development goal information such as the details of the development goals assigned to the worker, transaction data, lookup values, and development goal setup details.
• Goals Profile Options and other configurations: You can view profile option settings, flexfields configured, notifications setup, and bypass approval settings.
• Goal Management Diagnostic Lookup Values: You can view the ORA_HRG_DIAGREPORT_HIDE_COLUMN lookup codes that have been used for the report. These are the secured columns.

Sample Development Goals Diagnostic Report for a Worker

Development Goal Details for a Worker in the Diagnostic Report

Run the Check Goal Data Integrity process to fix the issues listed in this table.

Only these parameters of the Check Goal Data Integrity process are relevant for checking the integrity of development goals transactions:

• Action: The action for the integrity check. You can preview the results or update the results. This is based on the Goal Data Integrity Check Action (ORA_HRG_DATA_INTEG_CHEK_ACTION) lookup.
• Person Number: Enter the person number of the worker whose development plan you want to check. This is an optional parameter.

After the process completes, download the .csv and log files to view the results of the integrity check.

Ensure the smooth operation of career development in your organization with the processes outlined in this feature. When you encounter development goal related issues that you can’t resolve on your own, turn to Oracle Support for expert assistance. Take control of your development plan integrity and streamline your troubleshooting efforts.

Steps to Enable

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

Tips And Considerations

The default purge period for the development goals integrity check data is 365 days. If you want to change this, you need to create the HRG_DATA_INTEG_CHK_PURGE_PRD profile option with these values.

Then edit the profile option and set its value to the number of days you want to retain the integrity check data.

Key Resources

• For more information on scheduling processes, see the Scheduled Processes chapter in the Using Common Features guide.
• For more information on creating and editing profile options, see the Create and Edit Profile Options topic in the Using Common Features for HCM guide.

Access Requirements

To run the Goal Management Diagnostics Report process or Check Goal Data Integrity process, your role must be granted the Run Goals Batch Process (HRG_MANAGE_SCHEDULING_BATCH_PROCESS_PRIV) privilege.

Profile Management

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.

Profile Management Redwood Experience

These pages or flows have been recreated in the Redwood tool set Visual Builder Studio (VBS) to improve your user experience. The pages or flows look and act like Redwood pages or flows, to help create cohesiveness through the application.

Redwood Experience for Profile Management

Check out the Profile Management pages and flows that can be used to complete your Redwood experience. These pages and flows have been recreated in the Redwood toolset Visual Builder Studio (VBS) to improve the user experience by having the same backend functionality. The pages and flows identified in this feature have not been through a full redesign, but they have been modified, to look and act like Redwood pages or flows, to help create cohesiveness through the application. All of these pages and flows will be turned off by default and you will be able to choose to enable them.

By using these new pages or flows you can take advantage of the cohesiveness through the application.

Steps to Enable

Enable or disable the delivered pages or flows using profile options. Here are the steps for changing the delivered profile options.

To enable the profile option, navigate to the Setup and Maintenance work area:

1. Click the Tasks icon.
2. Click Search.
3. On the Search page, search for the task Manage Administrator Profile Values.
4. Click the task name.
5. On the Manage Administrator Profile Values, search for the profile option code.
6. In the Profile Values section, select Site as the profile level.
7. To show the Redwood pages, select Yes in the Profile Value field.
8. Click Save and Close.

Tips And Considerations

The Redwood Item Catalogs page doesn't support loading the content required for the Writing Assistant feature in performance documents. If you want to continue using the Writing Assistant feature you shouldn't enable the Profile Management setup pages.

To simplify the content item Redwood page, certain attributes that are unused by Enhanced Talent Profile processes have been removed. To capture additional data on the content item page, use Content Item DFFs.

Key Resources

For a listing of all profile options for the recreated pages across applications, see the following document in My Oracle Support:

• HCM Redwood Pages with Profile Options – MOS Document - 2922407.1

Touchpoints

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.

Delete Check-Ins and Discussion Topics

You can delete a check-in or a discussion topic in a check-in only if you created them. This in addition to the following existing rules: 

As the creator of a check-in, you can delete it only when:

• It has no comments added by other participants to any of its discussion topics.
• It has no discussion topics that are marked as discussed. 

As the creator of a discussion topic, you can delete it if it has comments added only by you and if it’s not marked as discussed. If it has comments that other participants added, then you can’t delete it, even if you created it.

This feature prevents nonparticipants from inadvertently deleting check-ins or discussion topics.

Steps to Enable

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

Key Resources

For more information on check-ins, refer to these topics in the Using and Administering Touchpoints guide on Oracle Help Center: 

• Schedule a One-Time Check-In  
• Manage Your Check-Ins

Performance Management

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

Performance Management Redwood Experience

These pages or flows have been recreated in the Redwood tool set Visual Builder Studio (VBS) to improve your user experience. The pages or flows look and act like Redwood pages or flows, to help create cohesiveness through the application.

Redwood Experience for Performance Management Setup

Check out the Performance Management setup pages that can be used to complete your Redwood experience. These pages or flows have been recreated in the Redwood toolset Visual Builder Studio (VBS) to improve the user experience by having the same backend functionality.

These pages will be turned on by default: 

• Performance Document Types
• Performance Roles
• Check-In Templates

If you want to use the responsive pages, check the steps in the Steps to Enable section.

By using these new pages or flows you can take advantage of cohesiveness through the application.

Steps to Enable

In order to work with the Redwood Performance Management setup pages, you must first enable the ORA_HCM_VBCS_PWA_ENABLED profile option. Check if the ORA_HRA_SETUP_REDWOOD_ENABLED profile option is enabled. By default, the profile option is delivered as enabled. If you don't want to use the Redwood pages yet, you need to set the profile option to No.

To disable the pages, set the profile option ORA_HRA_SETUP_REDWOOD_ENABLED to No.

1. To change the default profile option value:
2. Navigate to the Setup and Maintenance work area.    
3. Search for and click the Manage Administrator Profile Values task.  
4. Search for the ORA_HRA_SETUP_REDWOOD_ENABLED profile option code and select the profile option in the search results.    
5. If you don't want to use any of the Redwood Performance Management setup pages yet, you need to set the profile option to No.  
6. Click Save and Close.

Extensibility Limitations

The use of VB Studio to extend the Performance Management setup pages is limited to the constants listed below for Guided Journeys and Nudges. 

For more information on setting up Nudges and Guided Journeys:

• 23B Human Resources What’s New - VBS Enable Guided Journeys for the Rebuilt Redwood Pages
• 23B Human Resources What’s New - Nudge Users to Complete Tasks

Tips And Considerations

• You can navigate to the new Redwood pages only through Quick Actions:
  • When you navigate via My Client Groups and Setup and Maintenance, it will direct you to the responsive pages.
  • When you use the Import and Export functionality in Setup and Maintenance, it will direct you to the responsive pages.
• Saved search isn't available for this page.
• Advanced search isn't available for this page. 
• Personalization using Visual Builder Studio (VBS) isn't available for this page.

Key Resources

• For more information, see the Implementing Performance Management and Using Performance Management guide in Oracle Help Center.
• For a listing of all profile options for the recreated pages across HCM, see the following document in My Oracle Support:
  • HCM Redwood Pages with Profile Options – MOS Document - 2922407.1

Redwood Experience for Feedback Template

Use the Feedback Template page for Requested Feedback to complete your Redwood experience. This page was built in the Redwood toolset Visual Builder Studio (VBS) to improve the user experience by having the same backend functionality. This page is modified to look and act like Redwood pages or flows, to help create cohesiveness through the application, and is turned on by default.

Take advantage of the application's cohesiveness by using the Feedback Template page.

Steps to Enable

In order to work with the Redwood Request Feedback Template page, you must first enable the ORA_HCM_VBCS_PWA_ENABLED profile option. Then check if the ORA_HRA_REQ_FEEDBACK_REDWOOD_ENABLED profile option is enabled.

Enable or disable the delivered pages or flows using Profile Options. Here are the steps for changing the delivered profile options.

To enable the profile option, navigate to the Setup and Maintenance work area:

1. Search for and select the Manage Administrator Profile Values task.
2. Search for and select the profile option you're enabling from the table below.
3. Select Site as the level.
4. Enter a Y or N in the Profile Value field.
5. Click Save and Close.

Note: The use of VB Studio to extend this page is limited to the variables to set up Nudges and Guided Journeys at this time. If you have Guided Journey’s configured and you're using the new Redwood page, then you will need to reconfigure them. Refer to the following on setting up Nudges and Guided Journeys in this:

• 23B Human Resources What's New - VBS Enable Guided Journeys for the Rebuilt Redwood Pages
• 23B Human Resources What's New - New Nudge Users to Complete Tasks

The use of VB Studio to extend the Feedback Template page is limited to the variables listed below, as well as the constants defined for Nudges and Guided Journeys.

Key Resources

For a listing of all profile options for the recreated pages across applications, see the following document in My Oracle Support:

• HCM Redwood Pages with Profile Options - MOS Document - 2922407.1

Goal Management

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.

View Other Goal Info in Completed Performance Documents

You can now also view these details of a performance goal in a completed performance document:

• Measurements
• Tasks
• Alignment details
• Goal share details
• Notes
• Requested feedback

Performance Goal Details

Enhance your performance evaluation process by viewing complete information of performance goals in completed performance documents.

Steps to Enable

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

Goal Management Diagnostic Process

Run the Goal Management Diagnostics Report process to generate reports that will help you to identify and fix issues in your Goal Management implementation by yourself.

The report generated uses masking characters to secure data in various sections. Check the Goal Management Diagnostics Report Hide Columns (ORA_HRG_DIAGREPORT_HIDE_COLUMN) lookup to identify the secured columns. If you want to mask other columns, add the column name to this lookup.

The Goal Management Diagnostics Report process accepts these parameters:

• Person Number: The person number of the worker for whom you’re generating the diagnostic report.
• Duration: Specify the number of days before the current date you want to select active goal plans. The default value of this parameter is 720.

Rename the extension of the output file of the report to .html to view the report. The report is divided into sections. Click the link to view the section content. Some performance goals related sections are:

• Performance Goal data for worker: You can view performance goal information such as the details of the goals assigned to the worker, the goal plan assigned to the worker, the organization goals assigned to the worker, the goals shared with the worker, goal alignment details.
• Goals Profile Options and other configurations: You can view profile option settings, flexfields configured, notifications setup, and bypass approval settings.
• Goal Management Diagnostic Lookup Values: You can view the ORA_HRG_DIAGREPORT_HIDE_COLUMN lookup codes that have been used for the report. These are the secured columns.

Sample Performance Goals Diagnostic Report for a Worker

Performance Goal Details for a Worker in the Diagnostic Report

Run the Check Goal Data Integrity process to fix issues such as:

• Duplicate goal plan assignments
• Locked Goals page when approvals are pending

This process accepts these parameters:

• Action: The action for the integrity check. You can preview the results or update the results. This is based on the Goal Data Integrity Check Action (ORA_HRG_DATA_INTEG_CHEK_ACTION) lookup.
• Review Period: Select the review period in which to perform the integrity check.
• Goal Plan: Select the goal plan to be checked.
• Person Number: Enter the person number of the worker whose goal plan you want to check.

When you run the Check Goal Data Integrity process for performance goals, you need to specify the review period and goal plan name.

After the process completes, download the csv and log files to view the results of the integrity check.

Ensure a smooth management of performance goals in your organization with the processes outlined in this feature. When you encounter performance goal related issues that you can’t resolve on your own, turn to Oracle Support for expert assistance. Take control of your goal plan integrity and streamline your troubleshooting efforts.

Steps to Enable

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

Tips And Considerations

The default purge period for the performance goals integrity check data is 365 days. If you want to change this, you need to create the HRG_DATA_INTEG_CHK_PURGE_PRD profile option with these values.

Then edit the profile option and set its value to the number of days you want to retain the integrity check data.

Key Resources

• For more information on scheduling processes, see the Scheduled Processes chapter in the Using Common Features guide.
• For more information on creating and editing profile options, see the Create and Edit Profile Options topic in the Using Common Features for HCM guide.

Access Requirements

To run the Goal Management Diagnostics Report process or Check Goal Data Integrity process, your role must be granted the Run Goals Batch Process (HRG_MANAGE_SCHEDULING_BATCH_PROCESS_PRIV) privilege.

Deleting Goals When Enforce Weight is Enabled

You can now delete goals that have nonzero weights even when the goal plan they’re included in enforces weight validation. You don’t have to set the goal weight to 0 to delete the goal.

Goals in a Goal Plan That Enforces Weights

Delete Action is Enabled When a Goal with Nonzero Weight is Selected

After you delete the goal with weight, you can see a message that informs you that you need to edit the weights of the other goals in the goal plan so that the weights of all the goals sum up to 100.

Banner Shown After Goal with Nonzero Weight is Deleted

Simplify your goal management process by deleting goals that are no longer relevant.

Steps to Enable

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

Enable Delete All Assignees Action for Goal Plans

From this release, the Delete All Assignees action won’t be immediately available for goal plans because you can’t reverse this action. To enable this action for specific users, administrators need to create the HRG_ALLOW_DELETE_ALL_ASSIGNEES profile option at User level and set it to Y.

Goal Plan Action

Prevent goal administrators from inadvertently deleting goals for all assignees of a goal plan. Enable the Delete All Assignees action only when needed for specific users.

Steps to Enable

To create the HRG_ALLOW_DELETE_ALL_ASSIGNEES profile option:

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

5. Click Save and Close.
6. On the Manage Profile Options page, select the Enabled and Updatable check boxes for the User level.
7. Click Save and Close.

Manage Profile Options Page

To set the HRG_ALLOW_DELETE_ALL_ASSIGNEES profile option value to Y:

1. Navigate to the Setup and Maintenance work area.
2. Search for and select the Manage Administrator Profile Values task.
3. Search for the HRG_ALLOW_DELETE_ALL_ASSIGNEES profile option code.
4. In the Profile Values section, click Add.
5. Specify the values indicated in this table.

6. Repeat Steps 4 and 5 for all users you want to enable the option to delete all goal assignees.
7. Click Save and Close.

Succession 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.

Succession Performance Improvements

Leverage the performance improvements to the succession information shown on the Succession Planning spotlight and Career Overview pages. From this release, the Succession Plan Incumbents process refreshes and updates the succession information on these pages.

Succession Plans Information on the Succession Planning Spotlight Page

Career Overview Page

Enhance your succession planning by viewing the latest information on the Succession Planning spotlight and Career Overview pages.

Steps to Enable

Schedule the Succession Plan Incumbents process regularly to leverage the performance improvements on succession planning pages.

Tips And Considerations

If you don’t schedule the Succession Plan Incumbents process regularly, you might not see the latest information on the Succession Planning spotlight and Career Overview pages.

Key Resources

For more information on scheduling processes, refer to the Scheduled Processes chapter in the Using Common Features guide.

Succession Management Redwood Experience

These pages or flows have been recreated in the Redwood tool set Visual Builder Studio (VBS) to improve your user experience. The pages or flows look and act like Redwood pages or flows, to help create cohesiveness through the application.

Redwood Experience for Succession Management

Check out the new Create Succession Plans and Add to Succession Plans quick action pages that can be used to complete your Redwood experience. These pages have been recreated in the Redwood toolset Visual Builder Studio (VBS) to improve user experience by having the same backend functionality. These pages haven’t been through a full redesign. They have been modified to look and act like Redwood pages to help create cohesiveness throughout the application. Note that these Redwood pages aren’t enabled by default.

When you select the Add to Succession Plan quick action, you can see a list of persons in your organization on the Redwood redesigned Add to Succession Plan page. Use the filter chips on this page to filter the persons shown and locate the person you want to add to a succession plan. You can also search for a person.

Persons Listed on the Redwood Redesigned Add to Succession Plan Page

Note that you can select only one person on the Redwood redesigned Add to Succession Plan page. After you select a person, you can see their details in the New candidate’s info section of the Add to Succession Plan page.

Redwood Redesigned Add to Succession Plan Page

You can select a succession plan from the list of plans that you have access to. After you select a succession plan on this page, you can see the plan details. Note that you can’t edit the plan details or the owner details.

Redwood Redesigned Add to Succession Plan Page with Plan Details

Click Update to add the person as a candidate in the selected succession plan.

When you select the Create Succession Plan quick action, you can see a list of persons in your organization on the Redwood redesigned Create Succession Plan page. Use the filter chips on this page to filter the persons shown. You can also search for a person.

Redwood Redesigned Create Succession Plan Page

You can select only one person on the Redwood redesigned Create Succession Plan page. After you select a person, you can see the Redwood redesigned New Succession Plan page.

Redwood Redesigned New Succession Plan Page

You can add candidates and owners to the plan you’re creating. When you add a candidate, you can see the Redwood redesigned New candidate subpage. In this release, you can select only internal and external candidates on the New candidate subpage. After selecting the candidate, define the candidate details and then click Add to add the candidate to the succession plan.

Redwood Redesigned New candidate Subpage

When you add an owner, you can see the Redwood redesigned New owner subpage. Search for and select an owner, define the owner type, and decide if alerts need to be sent to the new owner. Click Add to add the owner to the succession plan.

Redwood Redesigned New owner Subpage

On the New Succession Plan page, click Create when you have completed the succession plan details.

By using these new pages or flows, you can take advantage of the cohesiveness through the application and have a great user experience.

Steps to Enable

To view the Redwood redesigned Create Succession Plans and Add to Succession Plans quick action pages, you need to first set the Enable VBCS Progressive Web Application User Interface (ORA_HCM_VBCS_PWA_ENABLED) profile option to Y. You also need to set the value of the Redwood Succession Plans Enabled (ORA_HRM_SUCC_PLANS_REDWOOD_ENABLED) profile option to Yes.

To set the value of any profile option, do these steps:

1. Navigate to the Setup and Maintenance work area.
2. Search for and select the Manage Administrator Profile Values task.
3. Search for and select the profile option.
4. Select the Level as Site.
5. Specify the value in the Profile Value field.
6. Click Save and Close.

Tips And Considerations

These features are currently not available on the Redwood redesigned Add to Succession Plan quick action page but are available in the Succession Plan work area:

• List of incumbents for Job or Position type succession plans
• Hiding banners for candidate role changes
• Displaying banner for plan incumbent changing role
• Searching existing candidates in the Candidates section
• Clicking on a candidate name to go to the Person Spotlight page of the candidate
• Count or link of other succession plans for a candidate
• Displaying hidden talent ratings
• Descriptive flexfields

These features won't be supported on the Redwood redesigned Add to Succession Plan quick action page and are available only in the Succession Plan work area:

• Adding or deleting succession plan owners
• Editing alert settings for plan owners

These features are currently not available on the Redwood redesigned New Succession Plan quick action page but are available in the Succession Plan work area:

• List of incumbents for Job or Position type succession plans
• Searching existing candidates in the Candidates section
• Clicking on a candidate name to go to the Person Spotlight page of the candidate
• Count or link of other succession plans for a candidate
• Sorting candidates
• Adding candidates from talent pools, best-fit candidates, or AI recommended candidates.
• Displaying hidden talent ratings
• Descriptive flexfields

NOTE: The full set of features is available in the Succession Plans work area.

Redwood Experience for Talent Pools

Check out the new Create Talent Pools and Add to Talent Pools quick action pages that can be used to complete your Redwood experience. These pages have been recreated in the Redwood toolset Visual Builder Studio (VBS) to improve user experience by having the same backend functionality. These pages haven’t been through a full redesign. They have been modified to look and act like Redwood pages to help create cohesiveness throughout the application. Note that these Redwood pages aren’t enabled by default.

When you select the Add to Talent Pool quick action, you can see a list of persons in your organization on the Redwood redesigned Add to Talent Pool page. Use the filter chips on this page to filter the persons shown and locate the person you want to add to a talent pool. You can also search for a person.

Persons Listed on the Redwood Redesigned Add to Talent Pool Page

You can select only one person on the Redwood redesigned Add to Talent Pool page. After you select a person, you can see their details in the New member’s info section of the Redwood redesigned Add to Talent Pool page if you have access to the person’s information.

Redwood Redesigned Add to Talent Pool Page

After you select a talent pool on this page, you can see the pool details. Note that you can’t edit the pool details.

Redwood Redesigned Add to Talent Pool Page with Pool Details

Click Update to add the selected person to the talent pool.

When you use the Create Talent Pool quick action to create a talent pool, you can see the Redwood redesigned New Talent Pool page.

Redwood Redesigned New Talent Pool Page

Specify the pool details. When you add a member, you’re taken to the Redwood redesigned member subpage. Search for and select the member you want to add to the talent pool and set their status. Note that in this release you can’t add members from an analysis or best-fit members. Click Add to add the new member.

Redwood Redesigned New member Subpage

When you add an owner, you’re taken to the Redwood redesigned New owner subpage. Search for and select the owner you want to add to the talent pool. Click Add to add the new owner.

Redwood Redesigned New owner Subpage

After you specify all the pool details, click Create to create the talent pool.

Redwood Redesigned New Talent Pool Page with Pool Details

By using these new pages or flows, you can take advantage of the cohesiveness through the application and have a great user experience.

Steps to Enable

To view the Redwood redesigned Create Talent Pool and Add to Talent Pool quick action pages, you need to first set the Enable VBCS Progressive Web Application User Interface (ORA_HCM_VBCS_PWA_ENABLED) profile option to Y. You also need to set the value of the Redwood Talent Pools Enabled (ORA_HRM_TALENT_POOL_REDWOOD_ENABLED) profile option to Yes.

To set the value of any profile option, do these steps:

1. Navigate to the Setup and Maintenance work area.
2. Search for and select the Manage Administrator Profile Values task.
3. Search for and select the profile option.
4. Select the Level as Site.
5. Specify the value in the Profile Value field.
6. Click Save and Close.

Tips And Considerations

These features are currently not available on the the Redwood redesigned Add to Talent Pool quick action page but are available in the Talent Pools work area:

• Sorting pool members
• Searching for an existing pool member
• Clicking a member’s name to go to the Person Spotlight page of the member
• Displaying hidden talent ratings
• Descriptive flexfields

These features are currently not available on the Redwood redesigned New Talent Pool quick action page but are available in the Talent Pools work area:

• Searching for an existing pool member
• Clicking a member’s name to go to the Person Spotlight page of the member
• Adding pool members from an OTBI analysis
• Using the best-fit feature to add pool members
• Sorting pool members
• Adding development goals for pool members
• Displaying hidden talent ratings
• Descriptive flexfields

NOTE: The full set of features is available in the Talent Pools work area.

Talent Review

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.

Facilitator View Access to Potential Assessment

From this release, facilitators can view the potential assessment ratings saved or submitted by reviewers. They can do this if potential assessment is enabled for the Talent Review meeting. Facilitators need to select a member of the review population on the meeting dashboard and then select the View Potential Assessment action. Note that facilitators can select only one member of the review population at a time.

View Potential Assessment Action on the Meeting Dashboard

Facilitators can also select the View Potential Assessment action from the table view of the dashboard.

View Potential Assessment Action on the Table View of the Dashboard

Facilitators can then view the most recent saved or submitted potential assessment responses and rating for the selected member of the review population. Note that they can’t edit the responses.

Potential Assessment of the Selected Member of the Review Population

Enhance your talent review process by providing additional information about the review population to the meeting facilitator.

Steps to Enable

Potential assessment must be enabled both in the meeting template and in the meeting configuration.

To enable potential assessment in the meeting template:

1. Use the Configure Talent Review Dashboard Options task available in the Setup and Maintenance work area.
2. Create a new template or edit an existing template.
3. In the Data Options section of the template, select the Enable Potential Assessment check box.
4. From the Potential Assessment Questionnaire list, select the questionnaire.

To enable potential assessment in the meeting configuration:

1. Go to My Client Groups > Talent Review.
2. Edit or create a meeting configuration.
3. In the Review Content section, select the Potential check box to include the potential rating.
4. Select the Enable Potential Assessment check box.
5. From the adjacent list, select the potential assessment questionnaire.

Tips And Considerations

• If a reviewer has saved or submitted multiple potential assessments for a member of the review population, then the facilitator will see only the most recent response.
• If multiple reviewers have completed a potential assessment for a member of the review population, then the facilitator will see only the most recently saved or submitted assessment regardless of who submitted it.
• To prevent facilitators from viewing the potential assessments of member of the review population, administrators can use Page Composer to hide the View Potential Assessment action. But note that reviewers will still be able to view potential assessments of their team members and submit ratings.

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.

Profiles

Content Section Subscribers in Profile Subject Area

You can now report on the content sections that are subscribed by specific modules which are termed as Content Section Subscribers. Example: The content section named competency can be subscribed by Talent Profile, Learning, and so on. The enhancements are done on the subject area named Workforce Profiles - Library Objects Real Time. Content Section is the new sub folder under the Content Type Folder. Content Section Subscriber is the new sub folder under Content Section.

The content sections subscribed by various modules can be reported.

Steps to Enable

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

Succession

New Subject Area to Report on Changes to Succession Plans

You can now use the Workforce Succession Management - Succession Plan History Real Time subject area to report on all the changes that have occurred to a succession plan since its creation.

Use this subject area to report on who changed which plan attribute, when it was changed, what the old value was, and what the new value is. The changes are tracked for succession plan details, candidates, and owners. A sample analysis created from the subject area can look like this:

Note: For any new plans created after the succession history feature is enabled, you can report on the created operation type. For plans created in the system prior to the history feature being enabled, only the 'Updated' operation type will be available for reporting whenever any changes happen.

This subject area allows you to report on all the historical changes to a succession plan.

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).

Access Requirements

This subject area is secured by the same duty role that secures the other existing succession subject areas.

Secured Owner Dimension In Succession Subject Areas

You can now secure the owner information from being displayed, if the logged in person has no access to the owner details.

If the logged in person does not have access to the Succession Plan Owner, depending on their public person security profile, then the owner name and their details renders blank. However, the plan and other details related to plans continue to render data based on the plan security.

The changes are applied to the Owner dimension in the following subject areas:

• Workforce Succession Management - Plan Candidates Real Time
• Workforce Succession Management - Incumbents Plan Real Time
• Workforce Succession Management - Job Plans Real Time
• Workforce Succession Management - Position Plans Real Time

Enhance your reporting on succession subject areas with data security that secures the owner information being displayed if the logged in person has no access to the owner details.

Steps to Enable

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

Succession Subject Area Changes

These changes have been made across the Succession subject areas:

Improve your reporting on workforce succession management subject areas with changes to a few attribute names and security.

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.

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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!