r13 2018 Talent MGMT WN PDF

Oracle Talent Management Cloud
Release 13 (updates 18A-18B)
What's New
ORACLE
TABLE OF CONTENTS
DOCUMENT HISTORY ······························································································································································································· 6
JULY MAINTENANCE PACK FOR 18B ··········································································································································· 6

Revision History ························································································································································································ 6
Overview ······································································································································································································· 6
Feature Summary ····················································································································································································· 8
Learning and Development ······························································································································································· 12
Learning Cloud ··················································································································································································· 12
Virtual Classroom Support ·························································································································································· 12
WebEx Virtual Classroom Integration ································································································································ 12
Skillsoft Integration ········································································································································································· 17
Skillsoft Content Integration ··················································································································································· 17
Waitlist ································································································································································································ 20
Waitlisting ······················································································································································································ 20
Override Maximum Capacity ················································································································································· 22
Manually Processing a Waitlisted Learner ······················································································································· 22
Prerequisites ····················································································································································································· 23
Skills and Qualification Prerequisites for Courses and Specializations ································································· 23
Expire Learning Assignments Pending Prerequisites ·································································································· 27
Waive Prerequisites ·································································································································································· 28
Assessments ···················································································································································································· 28
Support Assessment as a Learning Activity ····················································································································· 28
Alerts ··································································································································································································· 30
Support of Alerts ········································································································································································· 30
Access Control ················································································································································································· 33
Define Instructors Who Can Teach Offerings ·················································································································· 33
Approvals ··························································································································································································· 34
Approve Self-Service Withdrawal from Catalog Items ································································································· 34
Disable Self-Service Learning Request Form ················································································································· 35
Enhanced Request Approvals with Self-Service Price ································································································ 35
Manage Catalog ·············································································································································································· 35
Add Courses and Specializations to Communities ········································································································ 35
Catalog Item Translation Editor ············································································································································ 36
Manage Self-Service Content by the Administrator ······································································································ 37
Manage Content Items ································································································································································· 37
Support Deletion of Content Items ······································································································································ 37
View Content Item Import Errors ·········································································································································· 38
Use Privileges to Access Content Items REST Endpoint ··························································································· 39
Contextual Learning ······································································································································································· 39
Direct Links to Catalog Items ················································································································································· 39
Enhanced Contextual Learning Functionality ·················································································································· 40
Manage Learning Items ································································································································································ 40
Flexfield Support on Learning Items ··································································································································· 40
Default Learning Assignment Attributes ···························································································································· 40
Associate Attachments to an Offering ································································································································ 40
Bulk Create Offering Activities ·············································································································································· 41
New Course Management Data Security ·························································································································· 42
Enhance Offering Activities Management ························································································································· 42
Manage Learners ············································································································································································ 42
Mass Action Support ································································································································································· 42
Bypass Approve and Bypass Reject Multiple Learners ······························································································· 43
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Approve Previously Rejected Learning Requests ········································································································· 44
Change Learning Assignment Type Between Voluntary and Required ································································ 44
Enable Assignment Summary Metrics ······························································································································· 45
Enhance Required and Voluntary Assignments ············································································································· 46
Person Number Support in Manage Learners ················································································································ 46
Support Learning Assignments Not Meeting Completion Criteria ··········································································· 47
Undo Withdrawn Assignments ·············································································································································· 48
Create Assignments in Request Approved Status ········································································································ 49
Enhanced Learning Request ················································································································································· 50
Enhance Learner Selection ···················································································································································· 50
Training Resource ·········································································································································································· 51
Enhance Training Resource ·················································································································································· 51
Manage Training Suppliers ···················································································································································· 53
Employee Self Service ·································································································································································· 55
Complete an Optional Learning Evaluation at any Time ····························································································· 55
Enhanced Look and Feel of Learner Self-Service ········································································································· 55
Hide Recommendations ·························································································································································· 55
New Learning Activity View ···················································································································································· 56
Rate Learning Items Using a 5-Star System ··················································································································· 56
Remove Flash Requirement ·················································································································································· 57
Show Ranking in Search Results ········································································································································· 57
Support Quick Actions ······························································································································································ 58
Enhance Catalog Search ························································································································································ 59
Manager ····························································································································································································· 59
View Your Team Assignments ·············································································································································· 59
HCM Data Loader ··········································································································································································· 60
Enhance HCM Data Loader for Oracle Learning Cloud ······························································································ 60
HDL Support for Learning Outcomes and Prerequisites ····························································································· 61
UPDATE 18B ····························································································································································································· 61

Revision History ······················································································································································································ 61
Overview ····································································································································································································· 62
Feature Summary ··················································································································································································· 63
Talent Management ·········································································································································································· 65
Performance Goals and Documents Integration with Mass Legal Employer Change Process ···················· 65
Configurable In-App Notifications for Talent Management Based on Reports ··················································· 66
Notes Resource Catalog Component in Talent Management ·················································································· 67
Career and Succession ······································································································································································· 69
Succession Management ······························································································································································ 69
Super User for Succession Management ························································································································· 69
Flexible Data Security for Succession Candidates and Incumbents ······································································ 70
Talent Review ······················································································································································································ 71
Talent Review Dashboard Redesigned ····························································································································· 71
Delete or Reopen Completed Talent Review Meetings ······························································································· 75
Increased Size of Talent Review Descriptive Flexfields ······························································································ 77
Ability to Configure Visibility Options for Meeting Notes ····························································································· 77
Questionnaire ······················································································································································································ 79
Extended Set of Person Search Fields When Assigning Owner of Questions, Templates, and
Questionnaires ············································································································································································ 79
Performance Management ································································································································································· 79
Goal Management ············································································································································································· 80
New Attribute for Goal Object - Long Description ·········································································································· 89
Performance Management ···························································································································································· 80
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Check-Ins ······················································································································································································ 81
Extended Set of Person Search Fields in Human Resource Specialist Administrative Tasks ····················· 82
Recruiting ··································································································································································································· 83
Recruiting ······························································································································································································ 83
Hiring ······························································································································································································· 83
Candidate Relationship Management ································································································································ 83
Candidate Experience ······························································································································································ 83
HR Optimization ······················································································································································································ 84
Talent Management Transactional Business Intelligence ···························································································· 84
Learn ··································································································································································································· 84
ADF Labels in Learning Management Real Time ·········································································································· 84
Specialist Videos - Learning Management Real Time ································································································· 84
Learning Record Cost to Learner - Learning Management Real Time ·································································· 84
DFF's on Learning Requests - Learning Management Real Time ·········································································· 85
Recruiting ··························································································································································································· 85
New Subject Area - Recruiting Events Real Time ········································································································· 85
New Subject Area - Recruiting Real Time ························································································································ 85
New Subject Area - Sourcing Real Time ··························································································································· 86
Talent Review ·················································································································································································· 86
New Dimension - Member Details in Talent Pools Real Time Subject Area ······················································· 86
MAY MAINTENANCE PACK FOR 18A ·········································································································································· 86

Overview ····································································································································································································· 86
Feature Summary ··················································································································································································· 88
Performance Management ································································································································································· 89
Goal Management ············································································································································································· 89
New Attribute for Goal Object - Long Description ·········································································································· 89
UPDATE 18A ····························································································································································································· 90

Overview ····································································································································································································· 90
Feature Summary ··················································································································································································· 92
Career and Succession ······································································································································································· 94
Career Development ········································································································································································ 94
Extended Set of Person Search Fields in Administrative Tools ··············································································· 94
Succession Management ······························································································································································ 95
Succession and Talent Pool Information on Succession Planning Page ····························································· 95
Increased Size of Succession Plan and Candidate Descriptive Flexfields ·························································· 96
Talent Pool Descriptive Flexfields ········································································································································ 96
Profile Management ········································································································································································· 97
Ability to Configure Visibility Options for Anytime Feedback Notes ········································································ 97
Configurable eMail Notifications for Anytime Feedback Based on Reports ························································ 99
Questionnaire ···················································································································································································· 101
Translation Editor in Questionnaire ··································································································································· 101
Performance Management ······························································································································································· 102
Goal Management ··········································································································································································· 103
Full HCM Spreadsheet Data Loader Support ················································································································ 103
Support for Purging Transient ESS Data ························································································································ 103
Performance Management ·························································································································································· 104
Deep Links to Performance Documents from Manager and Worker Notifications ·········································· 104
4
Resend Standard and Critical Alerts ································································································································· 104
Additional Audit Attributes ····················································································································································· 106
HR Optimization ···················································································································································································· 107
Transactional Business Intelligence for Talent Management ··················································································· 107
Career Development ··································································································································································· 107
New Subject Area for Workforce Profiles - Feedback Notes by Recipient Real Time ··································· 107
Enhance Workforce Performance Subject Areas to Report on Anytime Templates ······································ 108
New Attributes to Goal Management Subject Areas ·································································································· 108
Talent Review and Succession Management ···················································································································· 108
New Dimension - Potential Assessment in Talent Review Real Time Subject Area. ····································· 108
New DFF - Talent Pools Real Time Subject Area ······································································································· 109
New DFF - Succession Management Subject Areas ································································································· 109
Learn ································································································································································································· 109
Enhanced Subject Area for Learning - Expected Training Hours for a Course ················································ 109
Enhanced Subject Area for Learning - Offering Activities and Assignment Tasks ·········································· 109
New Dimensions in Learning Subject Area for Learning Requests and Non-Catalog Items ······················· 110
5
DOCUMENT HISTORY
This document will continue to evolve as existing sections change and new information is added. All updates
appear in the following table:
Date Update Version Notes

Delivered new features in July Maintenance
29 JUN 2018 July Maintenance Pack for 18B Pack for 18B, which will also be included in the
August Quarterly Maintenance Pack
27 APR 2018 Update 18B Revised update 18B.
Delivered new features in May Maintenance

27 APR 2018 May Maintenance Pack for 18A
Pack for 18A.
23 JAN 2018 Update 18A Revised update 18A.
JULY MAINTENANCE PACK FOR 18B
REVISION HISTORY
Date Feature Notes
29 JUN 2018 Created initial document.
OVERVIEW
This guide outlines the information you need to know about new or improved functionality in Oracle HCM Cloud
Release 13. Each section includes a brief description of the feature, the steps you need to take to enable or
begin using the feature, any tips or considerations that you should keep in mind, and the resources available to
help you.
Oracle HCM Cloud release documents are delivered in five functional groupings:
Suggested Reading for all HCM Products:
HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human
resource information for all products and HCM Tools.)
Global Human Resources Cloud (Global Human Resources contains the base application in which
other application use for common data such as workforce structures and person information. Regardless
of what products you have implemented you may want to see the new features for Global Human
Resources that could impact your products.)
NOTE: Not all Global Human Resource features are available for Talent and Compensation products.
6
Optional Reading for HCM Products (Depending on what products are in your cloud service):
Talent Management Cloud (All Talent applications)

Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)
Workforce Management Cloud (Absence Management and Time and Labor)
Additional Optional Reading:
Common Technologies and User Experience (This documents the common features across all Cloud
applications and is not specific to HCM)
NOTE: All of these documents can be found on the Oracle Help Center at: https://cloud.oracle.com
/saasreadiness/hcm under Human Capital Management Release Readiness.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at
oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback
regarding the HCM Cloud What’s New for Release 13 in the body or title of the email.
7
FEATURE SUMMARY
Action Required to Enable Feature
None
Enable via Opt Enable via Opt In UI Plus Not Enabled via Opt In UI but Issue Service
Feature (Automatically
In UI Only Additional Steps Setup Required Request
Available)
Learning and Development

Learning Cloud
Virtual Classroom Support
WebEx Virtual Classroom Integration
Skillsoft Integration
Skillsoft Content Integration
Waitlist
Waitlisting
Override Maximum Capacity
Manually Processing a Waitlisted Learner
Prerequisites
Skills and Qualification Prerequisites for
Courses and Specializations
Expire Learning Assignments Pending
Prerequisites
Waive Prerequisites
Assessments
Support Assessment as a Learning Activity
Alerts
Support of Alerts
Access Control
Define Instructors Who Can Teach Offerings
Approvals
Approve Self-Service Withdrawal from Catalog
Items
8
None
Available)
Disable Self-Service Learning Request Form

Enhanced Request Approvals with Self-
Service Price
Manage Catalog
Add Courses and Specializations to
Communities
Catalog Item Translation Editor
Manage Self-Service Content by the
Administrator
Manage Content Items
Support Deletion of Content Items
View Content Item Import Errors
Use Privileges to Access Content Items REST
Endpoint
Contextual Learning
Direct Links to Catalog Items
Enhanced Contextual Learning Functionality
Manage Learning Items
Flexfield Support on Learning Items
Default Learning Assignment Attributes
Associate Attachments to an Offering
Bulk Create Offering Activities
New Course Management Data Security
Enhance Offering Activities Management
Manage Learners
Mass Action Support
9
None
Available)
Bypass Approve and Bypass Reject Multiple

Learners
Approve Previously Rejected Learning
Requests
Change Learning Assignment Type Between
Voluntary and Required
Enable Assignment Summary Metrics
Enhance Required and Voluntary Assignments
Person Number Support in Manage Learners
Support Learning Assignments Not Meeting
Completion Criteria
Undo Withdrawn Assignments
Create Assignments in Request Approved
Status
Enhanced Learning Request
Enhance Learner Selection
Training Resource
Enhance Training Resource
Manage Training Suppliers
Employee Self Service
Complete an Optional Learning Evaluation at
any Time
Enhanced Look and Feel of Learner Self-
Service
Hide Recommendations
New Learning Activity View
Rate Learning Items Using a 5-Star System
Remove Flash Requirement
10
None
Available)
Show Ranking in Search Results

Support Quick Actions
Enhance Catalog Search
Manager
View Your Team Assignments
HCM Data Loader
Enhance HCM Data Loader for Oracle
Learning Cloud
HDL Support for Learning Outcomes and
Prerequisites
11
LEARNING AND DEVELOPMENT
LEARNING CLOUD
Oracle Learning Cloud enables you to make a transformational shift in learning delivery. Subject matter experts
in your organization can easily publish videos and assemble tutorials to deliver on-demand and social learning.
Collaboration features encourage continuous community feedback.
VIRTUAL CLASSROOM SUPPORT
WEBEX VIRTUAL CLASSROOM INTEGRATION

Streamline the WebEx Meeting Center and WebEx Training Center meeting creation and update process for
the Administrator by integrating Oracle Learning Cloud to WebEx. Meetings in WebEx are automatically
created or updated from Oracle Learning Cloud for the Instructor (meeting host) and Learner (attendee) when
virtual classroom activities are managed by the Administrator.
Administrator Experience
The Administrator can select the Instructors Virtual Classroom Account (Webex Account) when creating a virtual
instructor-led training activity. When the Administrator saves the activity, the integration runs and creates
meetings in WebEx for the Instructor and the Learner assigned to the activity. If the Administrator modifies the
activity, the meeting in WebEx is updated accordingly.
Search and Select Virtual Classroom
12
Learner Experience
When a Learner takes a seat on an activity, the Learner receives an official assignment. When the integration
runs, the Learner is added as an attendee in WebEx. When a Learner is withdrawn from an activity, the Learner
is removed as an attendee from WebEx.
When Webex is enabled, the learner can do the following:
Add the virtual classroom information on their calendar from the activity details page prior to the event.
Join the virtual classroom directly from the activity details page the day of the event.
View the recording directly from the activity details page after the event.
Virtual Classroom with WebEx
Instructor Experience
When Webex is enabled, the instructor can do the following:
Add the virtual classroom information to their calendar from the offering details page.
Join the virtual classroom directly from the offering details page on the day of the event.
View the recording directly from the offering details page after the event.
View the attendance report in the activity details page after the event. This typically takes several hours
after the event because Webex has to create the attendance report before it can be attached to the
activity details page.
STEPS TO ENABLE
Several steps are required to enable and configure the WebEx integration. The following is an overview:
Create a WebEx Site Account
The Administrator creates a virtual instructor-led site account in Oracle Learning Cloud to call the proper
customer site account.
13
Manage Setup - External Providers
Configure External Provider - WebEx
Create a WebEx External Provider
The Administrator creates a site level provider account. Prior to saving the account, the Administrator validates
the account integration to ensure the configuration parameters are setup correctly. The Administrator account
behaves like an integration user. The Administrator account must be setup first in WebEx and assigned as a
delegate for all the instructors in WebEx. As a result, when accounts are created for instructors in Oracle
Learning Cloud, it is not necessary to maintain WebEx instructor passwords. When a delegate is created in
Webex the delegate can create and modify meetings on behalf of the instructor within Webex.
14
Configure External Provider - WebEx - Configuration Parameters
Modify the WebEx External Provider
Once the site level provider account is created, the Administrator can modify the following fields:
Account Name
Description
Administrator
Password: If the password is modified, you must validate it again.
Status: The account can be active or inactive. When you change the status to inactive, you must ensure
that virtual instructor-led offerings using this account are removed from the account. When an account is
inactive, it is inactive for all instructors associated to the account, you can no longer associate the
account to instructors and offering activities.
Create a WebEx Account for Instructors
The Administrator associates a WebEx account to an instructor. Prior to saving the account, the Administrator
validates the account integration. When the validation is successful, the Administrator can choose the default
product template to use for the instructor account. Product templates are created in Webex and used to
define default meeting options in WebEx.
15
Edit Instructor
Create Instructor - WebEx Account
Modify the Instructor WebEx Account
Once the instructor account is created, the Administrator can modify the following field:
Status: The account can be active or inactive. When you change the status to inactive, you must ensure
that virtual instructor-led offerings using this account are removed from the account. When an account is
inactive, you can no longer associate the account to offering activities.
An ESS job needs to be configured to run daily to pull the attendance report from the Webex event and
associate it as an attachment to the activity details page. On the Webex side the attendance report can take up
to a few hours to create so be aware of this when reviewing the attendance report on the activity.
16
Configure ESS Job to Associate Attendance Report
SKILLSOFT INTEGRATION
SKILLSOFT CONTENT INTEGRATION

Streamline the Learning Item creation process for the Administrator by integrating Skillsoft content to Oracle
Learning Cloud. Automatic creation of courses, offerings, activities, and content occur when a bulk import or
single import is initiated by the Administrator.
The Administrator imports Skillsoft content in Oracle Learning Cloud, from the Manage Catalog Resources area.
The Administrator can do a bulk import or a single import. Bulk import is useful on the initial implementation
where as the simple import is useful for ongoing content maintenance. The Administrator can also search and
select specific Skillsoft courses and import them.
17
Manage Catalog Resources - Access Import SkillsoftContent Area
Once the import is done, courses, offerings and activities are available in Oracle Learning Cloud. Multiple
offerings can be created under a course based on the Skillsoft course number naming standards. If a
Skillsoft course exists in multiple languages, the import will create one course and many offerings based on the
number of content languages.
Import SkillsoftContent Page
18
STEPS TO ENABLE
The Administrator accesses the Skillsoft setup integration area within Oracle Learning Cloud to configure the
required integration parameters so the two systems communicate together.
To configure the integration parameters:
1. In Oracle Learning Cloud, go to Manage Setup Tab.

2. Click the External Providers tab.
3. Click Configure next to Skillsoft.
4. Enter configuration parameters.
5. Click Save and Close
Configure Skillsoftas an External Provider
To ensure Skillsoft data is up to date within Oracle Learning Cloud, the Administrator must periodically run the
Load and Synchronize Skillsoft Content job from the Scheduled Processes work area.
19
Load and Synchronize SkillsoftContent
WAITLIST
WAITLISTING
Allow self-service users to join the waitlist of an offering when it is already at capacity. Waitlists are
automatically processed by the system. When seats become available, the first in, first out clearing method is
used. Offerings requiring that self-service users obtain an enrollment approval must first be approved before
the system places the learner on the waitlist. Offering capacity management can be defined for all offering
types, that is self-paced, blended, and instructor-led training.
Offerings with capacity enabled will by default also enable self-service users to join the waitlist when the offering
is at capacity. Allowing self-service users to join the waitlist can be disabled even while having capacity
management enabled. This configuration blocks learners and managers from joining or assigning the offering
once capacity has been reached. Capacity management rules can be defined on the course offering defaults
and apply to every offering within the course. Each offering can also be set individually with their own rules as
needed
20
Waitlist Rule- Allow Joining the Waitlist from Self-Service
A learner viewing an offering with capacity management enabled can see the number of available seats, or if it’s
already at capacity, can see the number of people already on the waitlist. If it is at capacity and the learner is
allowed to join the waitlist, the Join Waitlist action is available. The learner on the waitlist can see his current
position, and also has the ability to cancel his waitlisted assignment. While a learner is on the waitlist, they are
blocked from engaging with the offering. From the learner’s requested learning view, he can also see
waitlisted assignments.
Learner View of Offering with Waitlist
21
Learner ViewsWaitlisted Item in Assignments
STEPS TO ENABLE
No steps are required to enable this feature.
OVERRIDE MAXIMUM CAPACITY

Increase the configured offering capacity while creating an assignment to satisfy the selected recipients of a
learning assignment. This allows the Administrator to guarantee seats for the assignment recipients even if
there are already other people on the waitlist.
Increase Maximum Capacity Setting
STEPS TO ENABLE
22
MANUALLY PROCESSING A WAITLISTED LEARNER
Administrators can activate a waitlisted assignment, and optionally choose to increase the offering
capacity. This action overrides the system automatic processing and recalculates the waitlsit position for the
remaining people on the waitlist. Additionally, administrators can withdraw waitlisted assignments, and also
move active assignments onto the waitlist.
Manually Processing a Waitlist
STEPS TO ENABLE
PREREQUISITES
SKILLS AND QUALIFICATION PREREQUISITES FOR COURSES AND SPECIALIZATIONS

Configure courses and specializations with prerequisite skills and qualifications. This prevents learners from
engaging with a learning item until prerequisites are met. The Administrator and managers can view learning
assignments blocked by missing prerequisites. Additionally, Administrators can unblock assignments missing
prerequisites if they choose.
Administrator Experience
The Administrator defines prerequisites for courses and specializations using profile items coming from the
HCM Cloud Profiles work area.
23
Course View
24
Prerequisite on a Course
The prerequisite functionality also contains the following capabilities:
Ability for an Implementer to configure which profiles content sections can be used as learning
prerequisites
Ability for administrators to configure one or more skill or qualification as a learning prerequisite for a
course or specialization
Ability for administrators to waive prerequisites while assigning learning
Ability for administrators to search for learning assignments blocked by missing prerequisites
Ability for administrators to waive prerequisites for learning assignments blocked by missing prerequisites
Assignments blocked by missing prerequisites are automatically unblocked by the system on completion
of learning with a learning outcome that applies the prerequisite skill or qualification to the learner’s talent
profile
Support for non-learning based skills and prerequisites as learning prerequisites for integration to other
business processes
Ability for an administrator to configure an offering to allow learners to hold a seat while they obtain the
missing prerequisites
Learner Experience
The Learner can view the course prerequisites and the user status on the self-service course details
page. When the Learner is missing course prerequisites for an offering, the learner self-join and request
learning actions are disabled. The self-service manager require and request for my team actions can still be
performed. Learners missing the prerequisites will be blocked from engaging with the offering until the
prerequisites are met.
25
Course Prerequisites on the CourseDetails Page
26
Prerequisites on the Offering List Page
STEPS TO ENABLE
Steps to Configure Prerequisite Items in Fusion Profiles Module:
Go to Fusion Profiles module that is located under the navigation of My Workforce and select the option
to manage content types from the sub navigation tab.
Edit the content type that you want to enable for Learning and go to the Subscribers tab and add the
“WLFLM” – “Learning Outcomes” as a subscriber and save.
Create content items under the content this content type if none exist.
Please reference the Fusion Profiles Module user guide documentation for more details.
EXPIRE LEARNING ASSIGNMENTS PENDING PREREQUISITES

Expire learning assignments after a set number of days when prerequisites are missing.
CourseDefault Assignment Rule for Expiring Learning Assignments Pending Prerequisites
27
STEPS TO ENABLE
WAIVE PREREQUISITES
Choose to waive prerequisites during assignment creation or on existing learning assignments blocked by
prerequisites.
Waive Prerequisites During Assignment
STEPS TO ENABLE
ASSESSMENTS
SUPPORT ASSESSMENT AS A LEARNING ACTIVITY

Support assessments so that a learner can be measured on the knowledge and skills that have been learned.
This insures that the offering is achieving the learning outcomes of a course.
Based on the assessment configuration, the learner can perform the following when accessing the assessment
activity:
Take an assessment.
Retake an assessment.
Be timed when taking an assessment.
Save an assessment and take it at a later time.
Review a completed assessment.
View the attempt history that they have made on a specific assessment activity.
28
Learner Assessment Experience
Learner Views Attempt History
The Administrator will have the ability to manually mark an assessment activity as completed, and exempt the
learner from having to take the assessment in the manage activities area.
29
STEPS TO ENABLE
Assessments are created and configured on the Content tab of the Manage Catalog Resources page. The
Administrator can associate a questionnaire assessment that has been created in the questionnaire area of
Fusion. Once the questionnaire has been associated the administrator can configure the following Oracle
Learning configurations onto the assessment:
Enable a passing mastery score

Set who can see the actual assessment score, the administrator or the learner.
Set if the Learner can view the completed assessment.
Set a time limit on how long the learner has to complete an assessment.
Set the number of attempts to take an assessment.
View an assessment attempt history
Configure an Assessment
ALERTS
SUPPORT OF ALERTS
Support of new alerts to notify users of important learning events.
30
Oracle Learning Cloud Alerts
Examples of alerts are presented below:
Customer-defined alerts initiated by the Administrator when viewing assignments. This alert can be
configured and used as an action from the manage learners area.
Learn Custom Alert Setup
When users select the Send Alert Action button, they can select the template they wish to send to the Learner.
The alert templates are setup with the message text, the recipient, and the communication method (email or
worklist).
31
Custom Alert Action
Alert when a learning item is recommended to a Learner. This alert can be configured to be sent when a
learning item has been recommended to a Learner.
Alert to a Learner when the Administrator updates an instructor-led activity. This alert can be configured
to be sent when the activities in an offering have changed.
Alert to remind an Instructor that an instructor-led activity start date is fast approaching. This alert can be
configured to be sent to remind an Instructor when the start date of an instructor-led activity that they are
associated with is approaching.
STEPS TO ENABLE
The Administrator enables Oracle Learning alerts in the Manage Setup page and then configures alerts in the
Alerts configuration page.
32
Manage Alerts Page
To ensure alerts are being processed, the Administrator must run the Process Learning Alerts job from the
Scheduled Processes work area.
Process Learning Alerts Job in the Scheduled Processes Work Area
ACCESS CONTROL
DEFINE INSTRUCTORS WHO CAN TEACH OFFERINGS

Configure instructors who can be selected to teach offerings within a specific course.
33
When the Administrator creates an instructor-led offering activity, only the instructors who have been defined as
part of the access group on the course can be associated to the instructor-led offering activity or a virtual
instructor-led offering activity.
Add Instructors that Can Teach the Course
STEPS TO ENABLE
APPROVALS
APPROVE SELF-SERVICE WITHDRAWAL FROM CATALOG ITEMS

Configure the approval process when self-service users attempt to withdraw from a course, offering, or
specialization.
34
Approval Configuration for Withdraw
STEPS TO ENABLE
DISABLE SELF-SERVICE LEARNING REQUEST FORM

Option to disable the learning request form, when approvals are required without the additional request data.
STEPS TO ENABLE
ENHANCED REQUEST APPROVALS WITH SELF-SERVICE PRICE

Use self-service price or self-service price currency in learning request approval rules. This provides the ability
to route approvals to different approvers based on currency or price.
STEPS TO ENABLE
MANAGE CATALOG
ADD COURSES AND SPECIALIZATIONS TO COMMUNITIES

Add courses and specializations to community catalogs from the administrator course and specialization
details pages.
35
Add Course to a Community
STEPS TO ENABLE
CATALOG ITEM TRANSLATION EDITOR

Use the translation editor to translate the title and short description of courses, offerings, offering activities, and
specializations. This allows the Administrator to provide translations without having to sign out and sign in, in a
different language.
Translation Editor on a Course
STEPS TO ENABLE
36
MANAGE SELF-SERVICE CONTENT BY THE ADMINISTRATOR
Manage self-service videos, tutorials, and self-service communities created by employees and managers using
the self-service functionality. The Administrator can delete self-service videos and tutorials, and manage self-
service communities.
Self-Service Content Managed by the Administrator
STEPS TO ENABLE
MANAGE CONTENT ITEMS
SUPPORT DELETION OF CONTENT ITEMS

Delete SCORM content, videos, PDF documents, and web pages used in self-paced learning.
DeletingContent
37
When content is deleted, a message indicating that content is not available is displayed to the learners when
they access an activity backed by the deleted content. The activity cannot be automatically transitioned to a
completed state. The Administrator can manually change the activity status from the Manage Activities page.
Message Displayed to Learner
STEPS TO ENABLE
VIEW CONTENT ITEM IMPORT ERRORS

Enhance resource management by viewing errors during the import of SCORM content, HACP courses,
videos, and PDF documents. This allows the Administrator to troubleshoot import issues. Whe the User
selects the Processing Failed active link in the search results table a popup will display information about the
error.
38
STEPS TO ENABLE
USE PRIVILEGES TO ACCESS CONTENT ITEMS REST ENDPOINT

Use privileges to access the Learning Content Items REST endpoint. Two new privileges provide read-only or
read-write access to the REST service and another for the ATOM feed.
Use REST Service – eLearning Content

Use REST Service – eLearning Content Read Only
Use ATOM Feed – Learn Workspace
STEPS TO ENABLE
KEY RESOURCES
For more information go to My Oracle Support for the following document:
Oracle Learning Cloud Security Guide Release 13 (Document ID: 2336032.1)
CONTEXTUAL LEARNING
DIRECT LINKS TO CATALOG ITEMS

Support direct access to the self-service and administrator views of catalog courses, offerings, and
specializations. The Administrator can obtain these direct links from the details page and share them with
others. An HTML code snippet is also available to embed the self-service details page of an item into other
applications or web pages.
Course DirectLink and Embed Code via Actions
STEPS TO ENABLE
39
ENHANCED CONTEXTUAL LEARNING FUNCTIONALITY
Enhanced contextual learning functionality so that the activity player can be directed to a specific activity or the
evaluation step in the activity player.
STEPS TO ENABLE
MANAGE LEARNING ITEMS
FLEXFIELD SUPPORT ON LEARNING ITEMS

Support learning item and specialization level flexfields.
STEPS TO ENABLE
DEFAULT LEARNING ASSIGNMENT ATTRIBUTES

Streamline the assignment creation process by using configurable default assignment details.
Default Assignment Rules for a Course
STEPS TO ENABLE
ASSOCIATE ATTACHMENTS TO AN OFFERING

Associate attachments to an offering so that administrators can download and review the information in these
attachments.
40
Associate File to an Instructor-LedOffering
STEPS TO ENABLE
BULK CREATE OFFERING ACTIVITIES

Enhance instructor-led offerings to support the creation of multiple activities using a daily, weekly, or monthly
cadence. This functionality helps streamline the activity creation process for the Administrator.
Repeat Activities
41
STEPS TO ENABLE
NEW COURSE MANAGEMENT DATA SECURITY

Control for which courses the Administrator can create offerings. This allows the Administrator to create
courses as well as create offerings within a course.
STEPS TO ENABLE
ENHANCE OFFERING ACTIVITIES MANAGEMENT

Mark offering activities as complete, exempted, or incomplete using a completion date. On manually setting
the completion status of an activity, require manual setting of completion date. This allows the Administrator to
better manage offering assignments.
Manage Activities Page
STEPS TO ENABLE
MANAGE LEARNERS
MASS ACTION SUPPORT

Set the status of assignment records to active, bypass approval, bypass reject and send an alert based on
multiple selections from the Learners assignments page.
42
Mass Actions Menu
STEPS TO ENABLE
BYPASS APPROVE AND BYPASS REJECT MULTIPLE LEARNERS

Select multiple learners and perform the Bypass Approve and Bypass Reject actions in bulk.
Mass Action Menu -Bypass and Approve
STEPS TO ENABLE
43
APPROVE PREVIOUSLY REJECTED LEARNING REQUESTS
Approve learning requests previously rejected. This allows the Administrator to take corrective action on
existing requests if needed.
Approve Requests Rejected
STEPS TO ENABLE
CHANGE LEARNING ASSIGNMENT TYPE BETWEEN VOLUNTARY AND REQUIRED

Change the learning assignment from required learning to voluntary learning, or vice versa. This allows the
Administrator to perform corrective action instead of withdrawing the assignment and creating a new one.
44
Edit Assignment Type
STEPS TO ENABLE
ENABLE ASSIGNMENT SUMMARY METRICS

Enable assignment summary metrics on pages where assignment records are displayed.
45
Manage Setup of Summary Metrics
STEPS TO ENABLE
ENHANCE REQUIRED AND VOLUNTARY ASSIGNMENTS

Allow only one active assignment at a time per learner. Simultaneous required and voluntary assignments on
the same learning item are no longer supported. A required assignment has higher priority over a voluntary
assignment and as such a learner receiving a required learning assignment will replace a voluntary assignment
if one exists. Additionally, course and offering assignments have been updated to follow the course and
offering relationship. As such, a course assignment will always exist when a learner is assigned an offering.
For every course assignment, a learner may have one or more related offering assignments, but only one can
be active or completed at any given moment.
STEPS TO ENABLE
PERSON NUMBER SUPPORT IN MANAGE LEARNERS

Enhance tables with a new column displaying the HCM person number of assignment recipients. This
functionality helps to uniquely identify people.
46
STEPS TO ENABLE
SUPPORT LEARNING ASSIGNMENTS NOT MEETING COMPLETION CRITERIA

Capture a learner's attempt to complete a learning item without achieving the completion criteria.
Manage Learners Where Status is Not Passed
47
Attempt History Where Activity is Incomplete
STEPS TO ENABLE
UNDO WITHDRAWN ASSIGNMENTS

Reactivate learning assignments previously withdrawn. This allows the Administrator to take corrective action if
needed.
Change Withdrawn Status from Manage Learners
48
Activate Assignment Detail Page
STEPS TO ENABLE
CREATE ASSIGNMENTS IN REQUEST APPROVED STATUS

Allow the Administrator to create an assignment in a request approved status.
Advanced Rules for Assignments
STEPS TO ENABLE
49
ENHANCED LEARNING REQUEST
Include learning request attributes on all learning assignment records, even if the assignment did not originate
from a learning request. This allows the Administrator to fill in additional request details either during the
assignment creation or while editing an assignment record.
Learning Request Details on Edit Assignment
STEPS TO ENABLE
ENHANCE LEARNER SELECTION

This functionality streamlines the assignment creation process by supporting additional search mechanisms to
find learners.
Query learners based on system person type and manager name attributes.
Query learners using worker attributes and learning assignment attributes.
Query learners using department or organization hierarchies.
50
Query by Worker Attributes
Query by Learning Assignments
STEPS TO ENABLE
TRAINING RESOURCE
ENHANCE TRAINING RESOURCE

Make the classroom name an active link so that when a user clicks it, the classroom details page opens and
displays information about the classroom and the offerings that the classroom is scheduled on.
51
Classroom Resource Details Page
The Classroom Training Resource also has the following new enhancements:
Ability for learning Administrator to create external locations vs using locations already defined in Fusion.
Show capacity column when searching for classrooms on an offering activity.
Attachments on on resources, this can be Learner and/or Administrator facing.
On ILT activity create/edit screen, make it easy for Administrator to select classrooms and Instructors
based on a given location.
The Instructor Training Resource also has the following new enhancements:
Instructor resource with standalone Search

For an Instructor, show the schedule / history of Offerings taught by the Instructor in the manage
instructor resource view
Instructor resource page has flexfield support.
52
Instructor Resource List Page
Instructor Resource Details Page
STEPS TO ENABLE
MANAGE TRAINING SUPPLIERS

Link training suppliers to instructors and classrooms. This helps the Administrator find instructors and
classrooms by training supplier.
53
Create Training Supplier Page
Associate Training Supplier to an Instructor
54
Associate Training Supplier to a Classroom
STEPS TO ENABLE
EMPLOYEE SELF SERVICE
COMPLETE AN OPTIONAL LEARNING EVALUATION AT ANY TIME

Complete the optional learning evaluation at any time no matter the completion status on other activities.
STEPS TO ENABLE
ENHANCED LOOK AND FEEL OF LEARNER SELF-SERVICE

Use the enhanced look and feel of the learner self-service pages such as course details page, specialization
details page, video details page, profile page, learning catalog page, community details page, tutorial creation
page, activity player, SCORM player, assessment player, and video player.
STEPS TO ENABLE
HIDE RECOMMENDATIONS
Allow learners to hide a recommendation they received when they are viewing items recommended to them.
55
Hide Recommendations to Me
STEPS TO ENABLE
NEW LEARNING ACTIVITY VIEW

View all learning activities of a particular offering in a single listing.
Learning Activities Dashboard
STEPS TO ENABLE
RATE LEARNING ITEMS USING A 5-STAR SYSTEM

Rate courses, offerings, videos, and tutorials using a 5-star rating system.
56
Rating Details Page
STEPS TO ENABLE
REMOVE FLASH REQUIREMENT

Remove the Browser Flash requirements for playing videos.
Supported OS/Browser when Flash disabled:
Windows 7/ Chrome - Supported

Windows 10/Chrome - Supported
Windows 7/Firefox - Supported
Windows 10/Firefox - Supported
Windows 10/Microsoft Edge - Supported
Windows 7/IE11 - Not Supported
Windows 10/IE11 - Not Supported
STEPS TO ENABLE
SHOW RANKING IN SEARCH RESULTS

Show relevancy ranking in search results. Relevancy is displayed as follows for each line item in the search
results: Search Relevance: Low, Search Relevance: Medium, Search Relevance: High.
57
Self Service Search Results
STEPS TO ENABLE
SUPPORT QUICK ACTIONS

Support quick actions so that the Learner and Manager can quickly publish videos, request noncatalog
learnings, and request noncatalog learnings for My Team.
Quick Actions from My Team's Learning
58
STEPS TO ENABLE
ENHANCE CATALOG SEARCH

Enhance learner self service search capabilities with options to search by delivery mode and language.
STEPS TO ENABLE
MANAGER
VIEW YOUR TEAM ASSIGNMENTS

The Manager will be able to do the following in the new My Team Learning view:
View all learning assignments created for your team.

Filter assignments using a variety of filters.
Click on the name of a learner, in his team, and he should arrive on the learner's learning profile.
Export their team assignments to Microsoft Excel.
59
View My Team's Learning Assignments
Export to ExcelAction
STEPS TO ENABLE
HCM DATA LOADER
ENHANCE HCM DATA LOADER FOR ORACLE LEARNING CLOUD

Enhanced HCM Data Loader objects:
Learning Record Learning Activity

Learning Record Learning Activity Post Processing - Add a technique for handling post processing so
offering assignment and roll-up can be attempted.
Learning Record: Support of midstream assignments.
Course (including flex fields, and default access as per learning setup)
Offering (including learning evaluation enablement and override, and including flex fields and default
access as per learning setup)
Instructor Led Activity - add custom virtual classroom URL
Classroom Reservation
Instructor Reservation on Person
Adhoc Resource
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Self-Paced Activity - including the support of Assessments
Course Offering Pricing Defaults
Offering Custom Pricing
Course Translation
Offering Translation
Offering ILT Activity Translation
Offering Self-Paced Activity Translation
Classroom Resource (including flex fields)
Classroom Resource Translation
Specialization including flexfields
Specialization Section
Specialization Section Activity
Specialization Translation
Specialization Section Translation
Support for prerequisites and learning outcomes on courses
Support for prerequisites and learning outcomes on specializations
Offering Instructor Led Training Activity Instructor Reservation on a Learning Instructor Resource
Instructor Resource including flexfields
STEPS TO ENABLE
HDL SUPPORT FOR LEARNING OUTCOMES AND PREREQUISITES

Associate learning outcomes and prerequisites to a course or specialization.
STEPS TO ENABLE
UPDATE 18B
REVISION HISTORY
Date Feature Notes
Goal Management: New Attribute for Goal Updated document. Feature delivered in
27 APR 2018
Object - Long Description update 18B.
Talent Review: Talent Review Dashboard
27 APR 2018 Updated document. Revised Steps to Enable.
Redesigned
06 APR 2018 Created initial document.
61
OVERVIEW
help you.

/saasreadiness/hcm under Human Capital Management Release Readiness
CUSTOMERS UPGRADING FROM RELEASE 12
If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness content
for Release 13 (updates 17B - 17D, as well as, updates 18A - 18B) to learn about all of the features available
in release 13.
GIVE US FEEDBACK
62
FEATURE SUMMARY
None Issue
Enable via Enable via Opt In UI Not Enabled via Opt In UI
Feature (Automatically Service
Opt In UI Only Plus Additional Steps but Setup Required
Available) Request
Talent Management
Performance Goals and Documents Integration with Mass Legal
Employer Change Process
Configurable In-App Notifications for Talent Management Based
on Reports
Notes Resource Catalog Component in Talent Management
Career and Succession
Succession Management
Super User for Succession Management
Flexible Data Security for Succession Candidates and
Incumbents
Talent Review
Talent Review Dashboard Redesigned
Delete or Reopen Completed Talent Review Meetings
Increased Size of Talent Review Descriptive Flexfields
Ability to Configure Visibility Options for Meeting Notes
Questionnaire
Extended Set of Person Search Fields When Assigning Owner
of Questions, Templates, and Questionnaires
Performance Management
Goal Management
New Attribute for Goal Object - Long Description
Check-Ins
63
None Issue
Enable via Enable via Opt In UI Not Enabled via Opt In UI
Opt In UI Only Plus Additional Steps but Setup Required
Available) Request
Extended Set of Person Search Fields in Human Resource

Specialist Administrative Tasks
Recruiting
Recruiting
Hiring
Candidate Relationship Management
Candidate Experience
HR Optimization
Talent Management Transactional Business Intelligence
Learn
ADF Labels in Learning Management Real Time
Specialist Videos - Learning Management Real Time
Learning Record Cost to Learner - Learning Management Real
Time
DFF's on Learning Requests - Learning Management Real Time
Recruiting
New Subject Area - Recruiting Events Real Time
New Subject Area - Recruiting Real Time
New Subject Area - Sourcing Real Time
Talent Review
New Dimension - Member Details in Talent Pools Real Time
Subject Area
64
TALENT MANAGEMENT
Features under this section are available to all talent applications.
PERFORMANCE GOALS AND DOCUMENTS INTEGRATION WITH MASS LEGAL EMPLOYER

CHANGE PROCESS
You can now choose to move performance goals and documents to workers’ new assignments with a legal
employer when using the Global HR administration task Mass Legal Employer Change process.
You can move all of the workers performance goals and documents associated with all review periods, or you
can choose only current and future review periods and leave historic performance goals and documents
associated with the inactive assignments.
Moving performance goals and documents to the new assignment means that workers will not need to switch
between assignments to see all of their performance goals and documents.
Use the Additional Changes section to move performance goals and documents and to select the review
period:
Changes Page of the Mass Legal Employer Change Process
STEPS TO ENABLE
TIPS AND CONSIDERATIONS

If a worker has the same performance goals, goal plans, or performance documents associated with
multiple assignments within the same work relationship, only the performance goals and documents
associated with the primary assignment will be moved to the new assignment created by the Mass Legal
Employer Change process. The performance goals and documents associated with secondary
assignments will remain associated with those for further processing, canceling, or deleting.
65
Eligibility profiles are not changed by the Mass Legal Employer Change process. So if the eligibility
profiles used for performance goals and documents include inactive assignments then when the
process runs and moves the performance goals and documents to the new assignment the inactive
assignments will continue to be eligible for the same performance goals and documents. Eligibility
profiles would need be updated to exclude the inactive assignments to prevent these being created
again.
KEY RESOURCES
For more information, go to Applications Help for the following topics:
Creating a Mass Legal Employer Change: Worked Example

Mass Legal Employer Change Statuses: Explained
Adding Population for the Mass Legal Employer Change: Explained
CONFIGURABLE IN-APP NOTIFICATIONS FOR TALENT MANAGEMENT BASED ON REPORTS

You can now configure Talent Management in-app notifications using Oracle Business Intelligence (BI)
Publisher reports. You can use the standard BI Publisher templates to configure the in-app notifications for the
following workflow tasks:
Notifications are available for the following business processes:
Profile Management
Goal Management
Career Development
Talent Review
To configure the report templates, you must download the templates from the BI Publisher server and use
Microsoft Word to edit them. You upload the edited templates back to the BI Publisher server.
STEPS TO ENABLE
The following prerequisites must be met for using BI Publisher notifications:
1. Download and install the Oracle BI Publisher Desktop: http://www.oracle.com/technetwork/middleware/bi-

publisher/downloads/index.html.
2. Download and install the Template Builder for Word to use Microsoft Word to edit the layout templates.
To download, install, and set up Template Builder for Word, see Creating RTF Templates by Using BI
Publisher 11g Template Builder for Word.
Note: You can modify the BI Templates only if you have the BI Administrator role.
You must also configure the profile options to use the BI Publisher for notifications:
1. Click Navigator > Setup and Maintenance.

2. On the Setup page, click the Tasks panel drawer.
3. In the Tasks panel drawer, click Search.
4. In the Search text box, enter Manage Administrator Profile Values and click the Search icon.
5. Click the Manage Administrator Profile Values task.
6. On the Manage Administrator Profile Values page, in the Profile Option Code field, enter BIP_ONLINE
and click Search.
7.
66
7. In the Search section, set the following to true:
BIP_ONLINE_NOTIFICATION_HCM - Enable Oracle Business Intelligence Publisher worklist

notifications for human capital management applications
BIP_ONLINE_NOTIFICATION_HCM_TALENT - Enable Oracle Business Intelligence Publisher

worklist notifications for Talent Management
BIP_ONLINE_NOTIFICATION_HCM_GOALS - Enable Oracle Business Intelligence Publisher

worklist notifications for Goals and Career Management

You can edit the BI Publisher templates to add headers and text.
You can add data model attributes to the template if they already exist in the data model used for the
template.
KEY RESOURCES
For more information, go to Applications Help for the following topics:
HCM Email and In-App Notifications Based on Reports: Overview

Templates and Data Models Used for HCM Notifications Based on Reports
Configuring Career Development Notifications Using Reports: Worked Example
Configuring Goal Management Notifications Using Reports: Worked Example
Configuring Performance Management Notifications Using Reports: Worked Example
Configuring Profile Management Notifications Using Reports: Worked Example
Configuring Talent Review Notifications Using Reports: Worked Example
Configuring Workforce Deployment Notifications Using Reports: Worked Example
Configuring Feedback Notifications Using Reports: Worked Example
NOTES RESOURCE CATALOG COMPONENT IN TALENT MANAGEMENT

Enhance the application workflows by embedding the Notes Resource Catalog component in Talent
Management application pages. Using the Page Composer, the administrator can associate the Notes
component with a person or object in the application page, so that employees and managers can create
contextual notes to their needs. Examples of contextual notes cases include:
Notes for an employee in the context of an employee’s performance goal

Notes for an employee in the context of an employee’s performance goal plan
Notes for an employee in the context of an employee’s performance review period
Notes for an employee in the context of an employee's development goal
Notes for an employee in the context of an employee’s career development
Notes for a talent review meeting
Notes for a succession plan
Notes for a talent pool
67
Adding Notes Resource Catalog Component
Notes Component Embedded into Employee's Performance Goal Page
STEPS TO ENABLE
You must configure the page, add the component and define the component as required. For example, you
can add the Notes component for an employee in the performance goal:
1. Sign in to the application as a user with configuration privileges.

2. In the Setting and Actions menu, go to Administration and select Manage Sandboxes.
3. Create and then activate the sandbox.
4. Navigate to the employee's Goals page where you want to embed the Notes component.
5. In the Setting and Actions menu, go to Administration and select Edit Pages.
6. In the Edit Pages window, select the level -- Site, HCMCountry, or HCMOrganization -- at which you
want to add the component.
7.
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7. From the View menu select Source.
8. Click Add Content.
9. To add the Notes resource catalog component click Add.
10. From the View menu select Design.
11. Click the Configure icon to configure the contextual parameters.
CONTEXTUAL PARAMETERS OF NOTES COMPONENT IN EMPLOYEE'S PERFORMANCE GOAL
Parameter EL Expression
Object Type PER_PERSON
Object ID #{bindings.PersonId.inputValue}
Context Type EXAMPLE_PERFORMANCE_GOAL
Context ID #{bindings.BaseGoalId.inputValue}
To define the appearance of the Notes component in the application page, in addition to Resource Catalog
component standard features, you can use and specify the following attributes:
Object Title
Show Details Page
Show Quick Create
View Only
NOTE: You can modify the default Visibility settings of Person Notes using the Manage Common Lookups
and Manage Feedback Visibility tasks in Functional Setup Manager.
KEY RESOURCES
For more information about customizing pages for Functional Administrators, see Chapter 3 Page Modification
in Configuring and Extending Applications
For more information on the Notes Resource Catalog Component and Security and Role Information, see My
Oracle Support for Implementing Contextual Notes in Oracle HCM Cloud Talent Management Document ID:
2375556.1,
CAREER AND SUCCESSION
SUCCESSION MANAGEMENT
Oracle Fusion Succession Management helps to create succession plans to replace key personnel.
Succession plans identify workers who are ready now, or can develop the necessary skills, for jobs and
positions that aren't currently vacant, ensuring, a smooth transition and help you to manage candidate
development.
SUPER USER FOR SUCCESSION MANAGEMENT

Leverage the ability to create a succession management super user role and access all succession plans in
your organization. Additionally, you can configure the super user role to report on all plans in OTBI.
69
More than one user can be a super user. You can make any user who has access to the Succession
Management work area a super user. A super user can create a succession plan for any incumbent. A super
user can view and update most of the plans, public or private, without being named as an owner of the plan.
Super users can view all candidates, even if they are not in the super user's data security profile. Super users
can add any candidate to a succession plan. A super user can also add a candidate to a succession plan from
the candidate’s Directory and the Person Spotlight pages.
STEPS TO ENABLE
You have to create a super user role before assigning this role to any user. See the Securing HCM guide to
learn how to create a super user role and configure the super user role to report on all plans in OTBI.

The super user role is not a predefined role. You must create a custom super user role.
Only a user with IT Security Manager Privilege can create a super user role.
The super user role does not affect the Best Fit functionality, which will still be restricted to the user's
normal data security.
In this release, a super user who is selected as the owner type Candidate Manager for a plan can edit
only the plan’s candidate list.
In this release, a super user who is selected as the owner type Viewer for a plan can only view the plan
and not edit it.
FLEXIBLE DATA SECURITY FOR SUCCESSION CANDIDATES AND INCUMBENTS

Enhance the succession planning process by allowing users to select candidates outside of their normal data
security profile. You can support your business process requirements by independently configuring the
candidate and incumbent searches to allow or not allow users to search outside their data security profile.
Previously, the incumbent search list, the candidate search list, and the plan candidates were secured by the
Choose Worker privilege. Users could only search for or view candidates who were within their data security
profile. However, users could search for incumbents who were outside their data security profile.
With the new security model changes, the incumbent and candidates of a succession plan are secured by
different privileges. Specifying an incumbent for an existing plan or a new plan in the Plan Details page is now
secured by the Create Succession Plan for Worker Data privilege. Adding candidates to a succession plan in
the Select Candidates page is now secured by the Add Worker to Succession Plan privilege.
In the new security model, you can define your own securing conditions for the incumbents and candidates that
a user can access. You can create data roles, specify securing conditions for the data roles, and assign these
roles to different users. The candidates and the incumbents that a signed-in user can search are determined by
the role the signed-in user is assigned to.
STEPS TO ENABLE
To change the candidate or incumbent search behavior, you have to configure the data security policies of
different roles like the Human Resource Specialist and Line Manager roles. For all job roles such as the
Human Resource Specialist role, you must create a data role from the job role and then assign that data role to
the job role. For abstract roles such as the Line Manager role, you can add data security policies directly to the
role. See the Securing HCM guide to learn how to configure the data security policies for a job role and an
abstract role.
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TALENT REVIEW
Oracle Fusion Talent Review is an analytic product enabling your organization to review and evaluate data
from the profile, performance, goals, career development, and compensation management solutions.
TALENT REVIEW DASHBOARD REDESIGNED

Improve your user experience with the redesigned talent review dashboard.
We have moved the actions to the Actions menu and have made the dashboard easier to use. You can perform
actions on the dashboard on individual and multiple workers. To perform an action, select one or more workers
and then from the Actions menu, select the action to perform. To perform an action on all workers displayed in
the box chart and Holding Area, select the Select Visible Workers check box. To perform an action on all
workers displayed in a particular box of the box chart, double-click the box to zoom it, and then select the
Select Visible Workers check box.
Talent Review Meeting Dashboard – Actions Menu
You can also select a worker in the box chart displayed, right-click, and from the menu displayed, select the
action to perform.
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Talent Review Meeting Dashboard – Actions for a Single Worker
We have also implemented popular enhancements such as including worker pictures and providing more
information about the worker in the redesigned dashboard. Hover over a worker’s name to view more
information about the worker.
Talent Review Meeting Dashboard –Worker Information
To configure the display of the dashboard, from the Display menu, select the display option that you want to use.
72
Talent Review Meeting Dashboard - Display Menu
When you select any display option except worker photos and names, the option appears in a legend on the
dashboard. In the legend, each category within the option appears with a different color code or symbol.
Talent Review Meeting Dashboard - Display Legends
The redesigned dashboard also provides full page views of succession plans, talent pools, and analytics that
are associated with the meeting. Click the Maximize icon (
) in the Talent Pools or Succession Plan pane to open the corresponding full page view.
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Talent Pools – Full Page View
The new Talent Review dashboard has Printable Page Support enabled. To view the printable page of the
dashboard, click the Printable Page button on the top of the dashboard.
Talent Review Meeting Dashboard – Printable Page
The redesigned dashboard includes the new Prior Ratings feature, which replaces the Prior Meetings feature
that was previously available. You no longer need to select specific meetings to retrieve the prior ratings. Now,
you enter a date range, and the system retrieves the most recently submitted rating within the range. The
retrieved prior ratings are then converted to the box assignment of the current ratings and displayed in the box
chart. This makes it easy to compare the prior ratings information with the current ratings displayed. The color
coding helps you to quickly identify the ratings that have changed for each worker. The most recent rating is
displayed for each worker within the prior rating range.
STEPS TO ENABLE
The redesigned dashboard is not available by default. To use the redesigned dashboard, you must create the
HRR_NEW_DASHBOARD profile option and update it at site level to Y
1.
74
1. Create the HRR_NEW_DASHBOARD profile option by giving the values specified in the following table in
the Manage Profile Options page.
Field Value
Profile Option Code HRR_NEW_DASHBOARD

Profile Display Name HRR_NEW_DASHBOARD
Application Talent Review
Module Talent Review
Description Add profile option for the new dashboard
2. In the Manage Profile Options page:
a. Search and select the HRR_NEW_DASHBOARD profile option.

b. Select the Enabled and Updateable check boxes at the Site level.
3. Save the changes made.
4. In the Manage Administrator Profile Values page:
a. Search and select the HRR_NEW_DASHBOARD profile option code.

b. Set the Profile Value to Y.
5. Save the changes made.

The options that appear in the Action and Display menus depend on the configuration of the template
used for the meeting.
In the Table view of the dashboard, only the Actions menu appears.
KEY RESOURCES
For more information, refer to the following topics in the Applications Help:
Talent Review Data Options: Points to Consider

Actions for Talent Review Meetings: Explained
DELETE OR REOPEN COMPLETED TALENT REVIEW MEETINGS

Improve the maintenance of talent review meetings by using the DELETE MEETING and REOPEN MEETING
features. Both features provide you with more administrative options to assist with maintaining your talent
review meetings. When you delete or reopen a meeting, the associated ratings that exist in Profiles for each
reviewee are deleted.
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Talent Review – Overview Page
In previous releases, you could only delete meetings that were not started or that were canceled. In this release,
you can also delete a completed meeting. When you delete a meeting, all notes and tasks associated with the
meeting are deleted.
The REOPEN MEETING feature allows you to reopen a completed meeting. When you submit a reopened
meeting after making your changes, the ratings of the current reviewees are resent to Profiles.
When you reopen a meeting:
The meeting status changes from Completed to In Progress.
The dashboard no longer lists the workers who were terminated since the meeting was last submitted.
The dashboard no longer lists transfers or inactive assignments.
The dashboard reflects the current assignment information of the review population.
Deleting or reopening a meeting triggers an Enterprise Scheduler Service (ESS) job, which does the deletion or
reopening of the meeting. A meeting is reopened only when its associated ESS job completes successfully. To
refresh the status of a meeting that is being processed by the ESS job, you must navigate away from the Talent
Review Overview page and then return to the page.
STEPS TO ENABLE

Only meeting facilitators can view the delete and reopen icons.
You cannot delete a meeting that is in progress.
Both the delete and reopen icons are available by default. However, you can write an EL expression to
hide them conditionally or all together.
When you delete a meeting, the application creates a log regarding the success or failure of the deletion.
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INCREASED SIZE OF TALENT REVIEW DESCRIPTIVE FLEXFIELDS
Leverage the increased size of user-defined descriptive flexfields by including more information about talent
review meeting configuration. We have increased column size of the descriptive flexfields to 2,000 characters
to enable you to capture more information.
STEPS TO ENABLE
Use the Manage Descriptive Flexfields task to define descriptive flexfields.
KEY RESOURCES
For more information, see the following topics in Applications Help:
Descriptive Flexfields for Oracle Fusion Talent Review

Descriptive Flexfields: Explained
Flexfields: Overview
ABILITY TO CONFIGURE VISIBILITY OPTIONS FOR MEETING NOTES

You can configure visibility options for talent review meeting notes to exclude roles that can see notes and
specify default values. With the new Manage Feedback Visibility task in the Setup and Maintenance work area,
you can now override the existing defaults.
You can set feedback visibility options for the following contexts:
ORA_NO_CONTEXT: Used for feedback notes for a person in the Person Spotlight, Person Smart
Navigation, and elsewhere throughout Oracle Fusion applications.
ORA_TALENT_REVIEW_TYPE: Used for feedback notes only for talent review meetings. Notes created
in a talent review are visible as Feedback elsewhere in Oracle Fusion applications, but no Feedback
created elsewhere appears in talent review meetings.
The options and descriptions for each visibility option are shown in the following table.
Visibility Option Description
Everyone A note that can be viewed by everyone in the organization

A note that can be viewed by the managers in the hierarchy of the worker
Managers only
for whom the note is created
A note that can be viewed by the managers in the hierarchy of the worker
Managers and the worker
and the worker for whom the note is created
Only me A note that can be viewed by only the worker who has authored the note
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Use the New Manage Feedback Visibility Task to Specify the Visibility Options and Default Settings
You can edit the default value that appears in the Visibility list when a person creates a note. If you select the
No default option, no predefined option appears in the field. Note authors can select the available options
whether a default is set or not.
STEPS TO ENABLE

HR specialists can view all notes except those with the Only me visibility setting.
Note visibility is also determined by data security; you can only see notes for people whom you have
authorization to view.
If you don't edit the visibility options or defaults, the predefined default settings apply.
If you delete context settings, users can still add and view notes, but you can no longer edit the context
settings. When you delete notes context settings, the following rules apply:
If you delete only ORA_NO_CONTEXT, the predefined default values for ORA_NO_CONTEXT
applies for the person feedback. All visibility options are available, and the default setting is No
default.
If you delete only ORA_TALENT_REVIEW_TYPE, the ORA_NO_CONTEXT settings apply for
both the person feedback and talent review notes.
If you delete both ORA_NO_CONTEXT and ORA_TALENT_REVIEW_TYPE, the predefined
default values for ORA_NO_CONTEXT apply for both the person feedback and talent review
notes.
KEY RESOURCES
For more information, view the following topics in the Applications Help:
Configuring Feedback Visibility Options: Points to Consider

Feedback: Explained
78
QUESTIONNAIRE
Survey employees with our Questionnaires.
EXTENDED SET OF PERSON SEARCH FIELDS WHEN ASSIGNING OWNER OF QUESTIONS,

TEMPLATES, AND QUESTIONNAIRES
When assigning the owner of the question, template, or questionnaire, you can now use the following
additional person-related search fields:
Worker Name
Manager Name
Person Number
Job
Email
Position
Business Unit
Location
Assignment Name
Assignment Status
Assignment Number
Person Search Fields When Assigning the Owner
STEPS TO ENABLE
79
PERFORMANCE MANAGEMENT
GOAL MANAGEMENT
Using Oracle Fusion Goal Management, you can transform business objectives into goals across various
organization levels, providing a clear line of sight from managers to employees. Business leaders can
communicate high-level initiatives which managers can translate into goals for their employees.
NEW ATTRIBUTE FOR GOAL OBJECT - LONG DESCRIPTION

You now have an additional attribute, Long Description, for the goal object. Apart from the existing
Description attribute, you can provide a detailed description of the goal in the Long Description field that can
hold up to 2 GB data.
Long Description Field in Goal Details Page
STEPS TO ENABLE
Using Page Composer, you must enable the Long Description field.
Use Page Composer to show the Long Description attribute in the Goal Details page. By default, this field is
hidden and you can choose to show or hide it. You can use the Long Description field with or without the
Description field.
KEY RESOURCES
Oracle Fusion Performance Management supports features and functions for measuring and reporting worker
performance.
80
CHECK-INS
Now employees and managers can have ongoing, meaningful discussions and provide feedback throughout
the year by creating check-in documents from their desktop or smartphone.
When workers or managers create a check-in document, they must select the review period and a check-in
template and then specify a name for the document, date, and the manager. Only after creating the check-in
document and when updating it, you can find the check-in content based on the check-in template definition.
You can respond to your questionnaire. You can add notes by creating general discussion topics
and performance goal discussion topics.
Add a Check-In Document for a Review Period Including Questionnaires and Discussion Topics
81
STEPS TO ENABLE
The administrator can manage and create check-in templates in My Client Groups > Talent> Manage Check-In
Templates. You can create a check-in template with an Active or Inactive status and choose to enable the
use of Performance Goal Discussion Topics, General Discussion Topics, or Questionnaires for the workers
and managers in check-in documents. You can include the eligibility profile for the use of check-in template so
that managers and workers create check-in documents only from the eligible check-in templates. Only the
eligible check-in templates are made available to the worker or manager, when creating the check-in document.
Creating a Check-In Template

The worker can't delete a discussion topic when notes exist for the topic. You must first delete the notes
and then the discussion topic. In a similar way, if discussion topics exist, you cannot delete a check-in
document.
You can add a performance goal discussion topic only when the worker is assigned with goals for the
selected review period.
ROLE INFORMATION
By default, only the HR specialist role can create check-in templates (Privilege Name:
HRA_MANAGE_PERFORMANCE_TEMPLATE_PRIV).
You must add ORA_HRA_MANAGE_CHECK_IN_DOCUMENT aggregate privilege to Worker and Line

Manager job roles to manage check-in documents.
EXTENDED SET OF PERSON SEARCH FIELDS IN HUMAN RESOURCE SPECIALIST

ADMINISTRATIVE TASKS
You can now search in Human Resource Specialist Administrative tasks using an extended set of person
search fields including person number, location and position. The set of person search fields are made
consistent for all tasks, where appropriate. Assignment status is added as a specific field replacing the check
box to include terminated assignments and workers.
STEPS TO ENABLE
82
RECRUITING
RECRUITING
Oracle Recruiting Cloud (ORC) provides tools for hiring managers and recruiters to source and nurture
candidates, create and manage job requisitions, screen and select candidates, create and manage job offers,
and onboard new employees into the organization. It also provides career sites for employees and
external candidates to search, discover and apply to jobs using a frictionless application process.
HIRING
Simplify and automate the complexities of hiring with comprehensive end-to-end functionalities from job
requisition management, job board distribution, approval workflows, candidate selection, electronic job offer
distribution, and seamless candidate to new hire workflow. It leverages the power of the complete HCM suite to
deliver deep insights and easy access to information about your talent through all stages of employment. Work
structures, security roles, data security, and configuration tools are unified across the platform to deliver an
efficient and consistent user experience.
STEPS TO ENABLE
CANDIDATE RELATIONSHIP MANAGEMENT

Leverage Candidate Relationship Management (CRM) features - candidate pools, email campaigns and
candidate search - to provide robust sourcing and to empower recruiters with AI matching to make the best
data-driven recruiting decisions. Targeted CRM campaigns can be used to communicate with candidate pools
and market open job requisitions to both internal and external candidates, which drives proactive engagement
and helps build a talent pipeline.
STEPS TO ENABLE
CANDIDATE EXPERIENCE
Leverage Candidate Relationship Management (CRM) features - candidate pools, email campaigns and
candidate search - to provide robust sourcing and to empower recruiters with AI matching to make the best
data-driven recruiting decisions. Targeted CRM campaigns can be used to communicate with candidate pools
and market open job requisitions to both internal and external candidates, which drives proactive engagement
and helps build a talent pipeline.
STEPS TO ENABLE
83
HR OPTIMIZATION
TALENT MANAGEMENT TRANSACTIONAL BUSINESS INTELLIGENCE

Oracle Fusion 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.
LEARN
ADF LABELS IN LEARNING MANAGEMENT REAL TIME

The enhanced column labels in the Workforce Learning - Learning Management Real Time subject area
allow you to use the names from the ADF Labels instead of the existing custom values for the labels.
STEPS TO ENABLE
SPECIALIST VIDEOS - LEARNING MANAGEMENT REAL TIME

Enhance your reporting on Learning Management Real Time subject area with the inclusion of the new
learning item type ORA_CONTENT_VIDEO. This enhancement allows you to report on specialist video-based
classes.
STEPS TO ENABLE
LEARNING RECORD COST TO LEARNER - LEARNING MANAGEMENT REAL TIME

Enhance your reporting on Learning with the inclusion of attributes to report on the cost involved for the learner
to enroll.
Each learning record may have an associated cost. The cost is broken into a "cost to learner" which is
constructed from a series of price components. Each component has a type, for example, "list price" or
"Discount", and a value with currency, for example, 2000 USD or -500 USD. Each learning record has a "price
to learner" and a "cost currency". Each cost line item has a type, an amount (which may be negative), and a flag
that indicates whether that cost line item is used in the calculation for the learner.
Learner Learning Cost Cost to Learner Cost Details Cost Details Line used for
Name Item Currency Amount Line Type Line Amount Learner Cost
Smith Java 101 USD 1000 List Price 2000 Yes
Discount -1000 Yes
Other 300 No
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Learner Learning Cost Cost to Learner Cost Details Cost Details Line used for
Name Item Currency Amount Line Type Line Amount Learner Cost
Jones FlyFishing GBP 1200 List Price 3200 Yes
Discount -1000 No
Other -2000 Yes
STEPS TO ENABLE
DFF'S ON LEARNING REQUESTS - LEARNING MANAGEMENT REAL TIME

Enhance your reporting on Learning Management Real Time subject area with the addition of DFFs to report
on learning requests. The DFFs have been exposed under the following folders:
Assignment Profile Requests

Learning Record Requests
STEPS TO ENABLE
RECRUITING
NEW SUBJECT AREA - RECRUITING EVENTS REAL TIME

Manage key historic metrics of your recruiting process using the “Recruiting - Recruiting Events Real Time”
subject area. You can report on various phases and states of the main recruiting objects such as job
requisitions, job applications, and candidate pools using this subject area.
STEPS TO ENABLE
NEW SUBJECT AREA - RECRUITING REAL TIME

Manage the recruiting process in your organization using the “Recruiting - Recruiting Real Time” subject area.
You can report on job requisitions created by managers and recruiters, job offers, candidate sources, and
candidate information such as personal details, education and work experience, and previous employers.
Analyze the candidate hiring timeframe using key metrics such as:
Time since job application creation

Number of job applications
Job offer acceptance rate
STEPS TO ENABLE
85
NEW SUBJECT AREA - SOURCING REAL TIME
Manage recruiting campaign metrics of your recruiting process using the “Recruiting – Sourcing Real Time”
subject area. You can report on campaigns, their goals, teams, and various counts.
STEPS TO ENABLE
TALENT REVIEW
NEW DIMENSION - MEMBER DETAILS IN TALENT POOLS REAL TIME SUBJECT AREA
Manage reporting on the descriptive flex fields related to talent pool members with the addition of a new
dimension in the Workforce Succession Management - Talent Pools Real Time subject area. A new folder
named Member Details is created and the DFF attributes are exposed along with other attributes including:
pool member id, member status, created by, and created date.
STEPS TO ENABLE
MAY MAINTENANCE PACK FOR 18A
REVISION HISTORY
Date Feature Notes
27 APR 2018 Created initial document.
86
OVERVIEW
help you.

GIVE US FEEDBACK
87
FEATURE SUMMARY
None (Automatically Enable via Opt In Enable via Opt In UI Plus Not Enabled via Opt In UI but Issue Service
Feature
Available) UI Only Additional Steps Setup Required Request
Goal Management
New Attribute for Goal Object -
Long Description
88
GOAL MANAGEMENT
communicate high-level initiatives which managers can translate into goals for their employees.
NEW ATTRIBUTE FOR GOAL OBJECT - LONG DESCRIPTION

You now have an additional attribute, Long Description, for the goal object. Apart from the existing
Description attribute, you can provide a detailed description of the goal in the Long Description field that can
hold up to 2 GB data.
Long Description Field in Goal Details Page
STEPS TO ENABLE
Using Page Composer, you must enable the Long Description field.
Use Page Composer to show the Long Description attribute in the Goal Details page. By default, this field is
hidden and you can choose to show or hide it. You can use the Long Description field with or without the
Description field.
KEY RESOURCES
89
UPDATE 18A
REVISION HISTORY
Date Feature Notes
Goal Management: Support for Purging Updated document. Revised feature

23 FEB 2018
Transient ESS Data information.
Profile Management: Ability to Configure Updated document. Revised feature

23 FEB 2018 Visibility Options for Anytime Feedback Notes information.
19 JAN 2018 Created initial document.
OVERVIEW
help you.

90
CUSTOMERS UPGRADING FROM RELEASE 12
If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness content
for Release 13 (updates 17B - 17D, as well as, updates 18A - 18B) to learn about all of the features available
in release 13.
GIVE US FEEDBACK
regarding the Talent Management Cloud What’s New for Release 13 in the body or title of the email.
91
FEATURE SUMMARY
None Issue
Enable via Opt Enable via Opt In UI Plus Not Enabled via Opt In UI
In UI Only Additional Steps but Setup Required
Available) Request
Career and Succession

Career Development
Extended Set of Person Search Fields in Administrative
Tools
Succession Management
Succession and Talent Pool Information on Succession
Planning Page
Increased Size of Succession Plan and Candidate
Descriptive Flexfields
Talent Pool Descriptive Flexfields
Profile Management
Ability to Configure Visibility Options for Anytime
Feedback Notes
Configurable eMail Notifications for Anytime Feedback
Based on Reports
Questionnaire
Translation Editor in Questionnaire
Goal Management
Full HCM Spreadsheet Data Loader Support
Support for Purging Transient ESS Data
Deep Links to Performance Documents from Manager
and Worker Notifications
Resend Standard and Critical Alerts
Additional Audit Attributes
92
None Issue
Enable via Opt Enable via Opt In UI Plus Not Enabled via Opt In UI
In UI Only Additional Steps but Setup Required
Available) Request
HR Optimization
Transactional Business Intelligence for Talent
Management
Career Development
New Subject Area for Workforce Profiles - Feedback
Notes by Recipient Real Time
Enhance Workforce Performance Subject Areas to
Report on Anytime Templates
New Attributes to Goal Management Subject Areas
Talent Review and Succession Management
New Dimension - Potential Assessment in Talent
Review Real Time Subject Area.
New DFF - Talent Pools Real Time Subject Area
New DFF - Succession Management Subject Areas
Learn
Enhanced Subject Area for Learning - Expected
Training Hours for a Course
Enhanced Subject Area for Learning - Offering Activities
and Assignment Tasks
New Dimensions in Learning Subject Area for Learning
Requests and Non-Catalog Items
93
CAREER AND SUCCESSION
CAREER DEVELOPMENT
Oracle Fusion Career Development provides tools for workers and managers to manage their career interests
and development plan. These tools include:
Recommendations on roles based on workers’ qualifications

Comparisons to target roles and required development needs for workers
Management of roles of interest to the worker
Comprehensive development plan for workers to establish development goals and manage development
progress
EXTENDED SET OF PERSON SEARCH FIELDS IN ADMINISTRATIVE TOOLS

When searching for development goals data, you can now use the following additional person-related search
fields in all the administrative pages:
Worker Name
Manager Name
Person Number
Job
Email
Position
Business Unit
Location
Assignment Name
Assignment Status
Assignment Number
Search Area Displays the Additional Person-Related Fields
STEPS TO ENABLE
94
By default, the Advanced button is disabled in the Search area. Use Page Composer to enable the Advanced
button.
SUCCESSION MANAGEMENT
Using Oracle Fusion Succession Management, you can create succession plans to replace key personnel.
Succession plans identify workers who are ready now or can develop the necessary skills, for jobs and
positions that aren't currently vacant, ensuring, a smooth transition and help you to manage candidate
development.
SUCCESSION AND TALENT POOL INFORMATION ON SUCCESSION PLANNING PAGE

You can simplify your succession information search in the person spotlight by viewing succession and talent
pool information on one page. We moved the succession candidate and talent pool membership information
from the Career Planning page to the Succession Planning page for one consolidated view.
On the Succession Planning page for a worker, you can now see the number of the succession plans in which
the worker is a candidate, and the talent pools in which the person is a member. You must be the owner of the
succession plans to see the count. For talent pools, you can see the count for any public plan and the private
plans that you own. If you click the number, the names of the plans and pools appears.
You continue to see the number of succession plans that were created for the worker, along with a graphical
representation of the total number of candidates for the plans for each readiness category.
Succession Planning Page Shows Consolidated Succession Plan and Talent Pool Data for a Worker
STEPS TO ENABLE
95
You can create succession plans from the Succession Planning work area, person smart navigation,
and the Directory and Succession Planning organization charts.
You can create talent pools from the Succession Planning work area.
KEY RESOURCES
For more information go to Applications Help for the following topics:
Succession Management: Explained

Selecting Owners and Privacy Levels for Succession Plans: Points to Consider
Talent Pools: Explained
INCREASED SIZE OF SUCCESSION PLAN AND CANDIDATE DESCRIPTIVE FLEXFIELDS

You can use the increased size of user-defined descriptive flexfields (DFFs) to include more information about
succession plans or succession candidates. We have increased the column size of the DFFs to 2,000
characters to support the ability to capture more information in both the HRM_PLANS and HRM_ PLAN_
CANDIDATES DFFs.
STEPS TO ENABLE

Use the Manage Descriptive Flexfields task to define descriptive flexfields.
KEY RESOURCES
Descriptive Flexfields for Succession Management

TALENT POOL DESCRIPTIVE FLEXFIELDS

You can capture additional information about talent pools and talent pool members with the new user-defined
descriptive flexfields (DFFs). Now you can enter more information on the pool and member levels by adding
your own DFFs.
These DFFs appear on the Pool Details and Member Details pages. The HRT_POOLS_B DFF appears on the
Enter Details page in the Additional Information section. The HRT_POOL_MEMBERS DFF appears on the
Select Members page, in the Additional Information section.
96
Capture More Information About Talent Pools or Members with DFFs
STEPS TO ENABLE

Use the Manage Descriptive Flexfields task to define a segment for a descriptive flexfield.
The maximum number of characters for each flexfield is 2000.
KEY RESOURCES
Descriptive Flexfields for Talent Pools

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

You can configure visibility options for Anytime Feedback notes to exclude roles that can see feedback and
specify default values. With the new Manage Feedback Visibility task in the Setup and Maintenance work area,
you can now override the existing defaults.
You can set feedback visibility options for the following contexts:
ORA_NO_CONTEXT: Used for feedback notes for a person in the person spotlight, person smart
navigation, and elsewhere throughout Oracle Fusion applications.
ORA_TALENT_REVIEW_TYPE: Used for feedback notes only for talent review meetings. Notes created
in a talent review are visible as Feedback elsewhere in Oracle Fusion applications, but no Feedback
created elsewhere appears in talent review meetings.
The options and descriptions for each visibility option are shown in the table.
97
Visibility Option Description
Everyone A public note visible to any person in the organization

Managers only Managers in the hierarchy of the worker about whom the Feedback is created
Managers in the hierarchy of the worker, and the worker who receives the
Managers and the worker
feedback
A private note created by an author about the author or another person and
Only me
visible only to the author
Use the new Manage Feedback Visibility Task to Specify the Visibility Options and Default Settings
You can edit the default value that appears in the Visibility choice list when a person creates feedback. If you
select the No default option, no predefined option appears in the field. Feedback authors can select the
available options whether a default is set or not.
STEPS TO ENABLE

HR specialists can view all feedback except that with the Only me visibility setting.
Feedback visibility is also determined by data security; you can only see notes for people whom you
have authorization to view.
If you don't edit the visibility options or defaults, the predefined default settings apply.
If you delete context settings, users can still add and view feedback, but you can no longer edit the
context settings. When you delete feedback context settings, the following rules apply:
If you delete only ORA_NO_CONTEXT, the predefined default values for ORA_NO_CONTEXT
applies for the person feedback. All visibility options are available, and the default setting is No
default.
If you delete only ORA_TALENT_REVIEW_TYPE, the ORA_NO_CONTEXT settings apply for
both the person feedback and talent review feedback.
If you delete both ORA_NO_CONTEXT and ORA_TALENT_REVIEW_TYPE, the predefined
default values for ORA_NO_CONTEXT apply for both the person feedback and talent review
feedback.
98
KEY RESOURCES
Configuring Feedback Visibility Options: Points to Consider

Feedback: Explained
CONFIGURABLE EMAIL NOTIFICATIONS FOR ANYTIME FEEDBACK BASED ON REPORTS

You can now tailor Anytime Feedback notifications to your organization using Oracle Business Intelligence (BI)
Publisher reports. Use standard BI Publisher templates to configure Feedback manager and worker email
notifications. You can modify the delivered templates to display information based on your business
requirements and policies. You configure profile options to enable your customized report templates to take the
place of the delivered notifications.
To customize the report templates, you download the templates from the BI Publisher server and use Microsoft
Word to edit them. You upload the edited templates back to the BI Publisher server. The table shows the
templates that are available for each business process, and the data models associated with each. For Anytime
Feedback, use the following templates:
NoteSentToManager.rtf
NoteSentToWorker.rtf
Both are associated with the data model: PersonNotesDM.
To specify the usage of BI Publisher reports rather than the default notifications, configure profile options using
the Manage Administrator Profile Values task in the Setup and Maintenance work area. The table shows the
profile option codes that determine which business processes use BI Publisher templates for notifications, and
the order the application checks to apply them.
Profile Option
Business Processes Profile Option Code Effect
Display Name
The
application
first checks
this setting. If
set to true,
BI Publisher all Talent
Notifications Management
All Talent Management BIP_EMAIL_NOTIFICATION_HCM_TALENT Enabled for business
Talent processes
Management that can use
BI Publisher
reports for
workflow
notifications
use them.
99
Profile Option
Business Processes Profile Option Code Effect
Display Name
The
application
checks this
setting next.
If set to true,
BIP E-MAIL all HCM
NOTIFICATION business
All HCM BIP_EMAIL_NOTIFICATION_HCM
PER FAMILY processes
LEVEL that can use
BI Publisher
reports for
workflow
notifications
use them.
Lastly, the
application
checks this
setting. If set
to true, all
Oracle
Fusion
BIP EMAIL business
NOTIFICATION processes,
All Oracle Fusion BIP_EMAIL_NOTIFICATION
PER ORACLE including
FUSION LEVEL those in
HCM, that
can use BI
Publisher
reports for
workflow
notifications
use them.
STEPS TO ENABLE
To use BI Publisher notifications, you must perform the following prerequisites:
1. Download and install the Oracle BI Publisher Desktop: http://www.oracle.com/technetwork/middleware/bi-

publisher/downloads/index.html.
2. Download and install the Template Builder for Word to use Microsoft Word to edit the layout templates.
To download, install, and set up Template Builder for Word, see Setting Up for RTF and Excel Report
Layout Templates: Procedure.
You must also configure the profile options to use BI Publisher for notifications:

4. In the Search text box, enter Manage Administrator Profile Values and click the Search icon.
5. Click Manage Administrator Profile Values.
100
6. On the Manage Administrator Profile Values page, in the Profile Option Code field, enter BIP_EMAIL
and click Search.
7. In the Search section, select the following to true:
BIP_EMAIL_NOTIFICATION_HCM_TALENT: to use BI Publisher notifications for Talent Management
only
BIP_EMAIL_NOTIFICATION_HCM: to use BI Publisher notifications for all HCM business processes that
can use for BI Publisher notifications
BIP_EMAIL_NOTIFICATION: to use BI Publisher notifications for all Oracle Fusion business processes
that can use BI Publisher notifications

If you elect to use BI Publisher templates for notifications, all notifications use BI Publisher templates.
You can edit the BI Publisher templates to add headers and text.
You can also add data model attributes to the template if they already exist in the data model used for
the template.
KEY RESOURCES
HCM Email Notifications Based on Reports: Overview

Templates and Data Models Used for HCM Notifications Based on Reports
Configuring Feedback Notifications Using Reports: Worked Example
QUESTIONNAIRE
TRANSLATION EDITOR IN QUESTIONNAIRE

You can simplify the translation of your questionnaire data using the translation editor. Using the translation
editor, you can translate text-based data for more than one language at a time without having to sign out of
your current session.
You can translate text-based data that you can edit in questionnaire templates , questionnaires, and questions
into any language that is installed and active in the application.
For templates and questionnaires, you can translate:
Name, description, and introduction

Section title, description, and introduction
For questions you can translate:
Question text
Question response short description
Question response feedback
To translate the text, click the Translation Editor icon. On the dialog box that appears, you can enter the text for
any available language for each field. The translated text appears in the application for the respective language
a user selects when signing in.
101
Enter Translations for the Editable Fields in Questionnaires and Questions
STEPS TO ENABLE

When you create a new questionnaire, template, or question, you must first save it before using the
Translation Editor. Once the object is saved to the database, the Translation Editor becomes available.
You can edit the translations to change them.
Questionnaires inherit translations from the template.
Question translations that you configure are also inherited by that question if it’s used later in another
questionnaire or template.
You can edit the translation either in the Question Library, or in the questionnaire in which it’s used.
KEY RESOURCES
Using the Translation Editor with Questionnaires and Questions: Explained

Questionnaires: Explained
Questionnaire Templates: Explained
Questionnaire Questions and Responses: Explained
102
GOAL MANAGEMENT
communicate high-level initiatives, which managers can translate into goals for their employees.
FULL HCM SPREADSHEET DATA LOADER SUPPORT

You can now use the HCM Spreadsheet Data Loader tool to upload goals data. You can create goal objects
using HCM Spreadsheet Data Loader. This was earlier possible only with the HCM Data Loader tool.
STEPS TO ENABLE
SUPPORT FOR PURGING TRANSIENT ESS DATA

Reduce consumption of database storage by using the new process, Purge Goal Mass Request Data. You can
schedule the process in the Manage Goal Scheduled Process page to purge the transient data in the
application periodically.
By default, the Purge Start Days is set to 15 days from the current date. If you have more data to purge, you
can set it to a minimum of 3 days so that data prior to 3 days from the current date is purged.
Purge Goal Mass Request Data Process
STEPS TO ENABLE
Depending on the frequency you run the Goal processes such as Mass Assign Goals, Assign Goal Plans, or
Assign Goal Plan Sets, data accumulates in database storage and slows down the application. So, you can
schedule the Purge Goal Mass Request Data process accordingly and purge the data.
KEY RESOURCES
For more information, go to Applications Help for the following topic:
Manage Goal Scheduled Process Parameters for Goal Management
103
Oracle Fusion Performance Management supports features and functions for measuring and reporting worker
performance.
DEEP LINKS TO PERFORMANCE DOCUMENTS FROM MANAGER AND WORKER

NOTIFICATIONS
You can now navigate directly to a performance document from notifications to managers and workers. Instead
of navigating to the Performance overview pages, the link in notifications to managers and workers is replaced
with a link to the performance document. The manager and worker will be taken directly to their next available
task or a read only version of a completed one, depending on the order of the tasks configured in the process
flow.
Select the Link to Navigate Directly to the Performance Document
STEPS TO ENABLE

The logic used to determine where the link in the notification navigates the manager or the worker to is
the same as used for the performance document name link in the My Manager Evaluations and My
Evaluation pages.
Since the tasks to manage participant feedback and set next period goals can be performed
concurrently with other tasks, the link in notifications when other tasks are completed doesn't navigate to
these tasks. Managers and workers can access these tasks from the My Manager Evaluations and My
Evaluation pages.
Notifications sent to managers and workers from actions related to the task to manage participant
feedback will continue to navigate to the manage participant feedback task.
RESEND STANDARD AND CRITICAL ALERTS

You can improve employee completion of performance evaluation tasks by resending standard and critical alert
notifications, even after the task due date has passed. Select the tasks for which you want to enable repeat
alerts in the performance template. Then enable the alerts only when required to avoid excessive notifications.
Alerts will not be sent to employees who have completed the task.
To set up the notifications, you select the notifications in the performance template. On the Process tab, select
either, or both, the Repeat Standard Alert Until Task Completes and Repeat Critical Alert Until Task
Completes check boxes. Then you must run an Oracle Enterprise Scheduler Service process to send the
notifications. Use the Send Performance Document Alert Notifications job to send the notifications, and set
the schedule as appropriate for your business processes.
104
Select the Options to Repeat Standard and Critical Alerts on the Process Tab in the Performance Template
Use the Send Performance Document Alert Notifications Job to Schedule and Send Notifications
STEPS TO ENABLE
105
The notifications cease when the task is completed for the respective role or the performance document
is completed.
For tasks that aren't completed, you must turn off the notifications to prevent them from continuing even
after the task is due. To turn off the notifications, you must either:
Deselect the options in the performance template and save the template.
Turn off the Enterprise Scheduler Service process.
If you select the options to repeat both standard and critical alerts, workers and managers receive both.
They receive notifications starting from the number of standard alert days before the task is due. Then
they receive critical alerts starting from the number of critical alert days before the task is due. The
notifications are sent according to the process job schedule.
It is recommended that you set the process job to run daily for repeat notifications.
You can select the repeated standard and critical alert notifications without entering days for the regular
standard and critical alert notifications to set your own schedule.
KEY RESOURCES
For more information go to Applications Help for the following topic:
Performance Document Task Alert Notifications: Explained
ADDITIONAL AUDIT ATTRIBUTES

You can increase visibility into changes to Performance data using additional audit attributes. With the new
attributes, you can track changes to the performance document and task statuses, and maintain a history of
who performed those changes. You can also audit details for participants requested to provide feedback.
Additional Performance Objects are Available for Auditing
106
STEPS TO ENABLE
4. In the Search text box, enter Manage Audit Policies and click the Search icon.
5. Click Manage Audit Policies Flows.
6. On the Manage Audit Policies page, in the Oracle Fusion Applications section, click Configure
Business Object Attributes.
7. On the Configure Business Object Attributes page, in the Product list, select HCM Talent.
8. On the Performance Evaluations row, select the Audit check box.
9. Select the business objects you want to audit for performance evaluations, such as Performance Task,
Evaluation Section, and so on.
10. To add or remove attributes for a business object, select the business object, then in the pane on the
right, click the Create plus icon.
11. Select or deselect attributes as required for your business process.
12. Click Save and Close.
13. To run the audit, access the Audit Reports work area. Select Navigator>Tools>Audit Reports.
KEY RESOURCES
Managing Audit Policies: Explained

Configuring Audit Business Object Attributes: Points to Consider
Auditing Talent Management Business Objects: Explained
HR OPTIMIZATION
TRANSACTIONAL BUSINESS INTELLIGENCE FOR TALENT MANAGEMENT
CAREER DEVELOPMENT
NEW SUBJECT AREA FOR WORKFORCE PROFILES - FEEDBACK NOTES BY RECIPIENT

REAL TIME
Enhanced reporting capability with the addition of a new subject area to report anytime feedback to the
workers. The occasions of providing these notes can be during the talent review meeting, feedback on the
worker, or any general public kudos to the worker. This feedback can be provided by the managers, peers,
direct/indirect reports and so on.
STEPS TO ENABLE
107
ENHANCE WORKFORCE PERFORMANCE SUBJECT AREAS TO REPORT ON ANYTIME
TEMPLATES
Enhance reporting on workforce performance with the addition of a new performance Anytime template created
by the performance administrators, and used by managers to evaluate workers. A new Performance Document
Details dimension and Template Type attribute are also available.
Using the Anytime template, manager, workers and matrix managers can create anytime performance
documents on an as needed basis to achieve real time performance outcomes aligned to better business results.
As part of this, the following enhancements are available:
Performance Document Details dimension is added in all Workforce Performance Subject Areas.
New attribute is added in Performance Template Dimension : Template Type.
STEPS TO ENABLE
NEW ATTRIBUTES TO GOAL MANAGEMENT SUBJECT AREAS

Enhance your reporting on goals with the addition of new attributes that provides the information on the
reference goal, from which the worker goal is created, if the reference exists. As part of this two new attributes
are added to the following subject areas:
Workforce Goals - Goal Alignments Real Time

Workforce Goals - Goal Status Overview Real Time
Workforce Goals - Goal Tasks Real Time
Workforce Goals - Target Outcomes Real Time
Organization Goals, Manager Goals, and Colleague Goals are stored as regular goals in the goals schema.
Library Goals are stored as content items in profiles.The worker goals can be created from any of these
sources. The following attributes provides details of the source goal for the worker goals:
Reference Goal Name

Reference Item Name
STEPS TO ENABLE
TALENT REVIEW AND SUCCESSION MANAGEMENT
NEW DIMENSION - POTENTIAL ASSESSMENT IN TALENT REVIEW REAL TIME SUBJECT

AREA.
Enhanced reporting on Talent Review Real Time subject area with the addition of the new potential
assessment dimension to report on the questions and responses provided by the worker's manager while
preparing for the talent review meeting of the worker.
STEPS TO ENABLE
108
NEW DFF - TALENT POOLS REAL TIME SUBJECT AREA
Enhanced reporting on employee talent pools with the addition of the Descriptive Flexfield HRT_POOLS_B.
For example:If we create a segment 'TP_1', it gets exposed as 'HRT_POOLS_B_TP_1' under the folder 'Talent
Pool Details' (after deployment of the DFF 'Succession Plan Details' and BI extender is ran).
STEPS TO ENABLE
NEW DFF - SUCCESSION MANAGEMENT SUBJECT AREAS

Enhance your reporting on succession plans with the addition of the Descriptive Flexfield HRM_PLANS under
the Succession Plan Details folder across all the succession planning subject areas.
"Workforce Succession Management - Incumbent Plans Real Time"

"Workforce Succession Management - Job Plans Real Time"
"Workforce Succession Management - Plan Candidates Real Time"
"Workforce Succession Management - Position Plans Real Time"
For example: If you create a segment named 'DFF_1', it displays as 'HRM_PLANS_DFF_1' in the folder
'Succession Plan Details' (after deployment of the DFF 'Succession Plan Details' and BI extender is ran).
STEPS TO ENABLE
LEARN
ENHANCED SUBJECT AREA FOR LEARNING - EXPECTED TRAINING HOURS FOR A COURSE
Enhanced Learning Subject Area includes the minimum and maximum training hours specified for a learning
course.
STEPS TO ENABLE
ENHANCED SUBJECT AREA FOR LEARNING - OFFERING ACTIVITIES AND ASSIGNMENT

TASKS
Modified Class specific information eliminates the contents directly under the classes. Instead, Classes are
enhanced to have Activities under them. Each activity that needs to be completed by a learner is tracked
through Assignment Tasks.
STEPS TO ENABLE
109
NEW DIMENSIONS IN LEARNING SUBJECT AREA FOR LEARNING REQUESTS AND NON-
CATALOG ITEMS
Enhanced reporting on Learning systems now requires the learners request learning rather than enroll
themselves. Similarly a manager can request learning for his or her team.
You can also report on learning items that are not in the learning catalog and have been requested by the
workers.
STEPS TO ENABLE
---
110
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Oracle Talent Management Cloud

Release 13 (updates 18A-18B)

Date Update Version Notes

Delivered new features in May Maintenance

23 JAN 2018 Update 18A Revised update 18A.

JULY MAINTENANCE PACK FOR 18B

Date Feature Notes

29 JUN 2018 Created initial document.

Suggested Reading for all HCM Products:

Talent Management Cloud (All Talent applications)

Additional Optional Reading:

Action Required to Enable Feature

Learning and Development

Disable Self-Service Learning Request Form

Bypass Approve and Bypass Reject Multiple

Show Ranking in Search Results

VIRTUAL CLASSROOM SUPPORT

WEBEX VIRTUAL CLASSROOM INTEGRATION

Search and Select Virtual Classroom

When Webex is enabled, the learner can do the following:

Virtual Classroom with WebEx

When Webex is enabled, the instructor can do the following:

Create a WebEx Site Account

Configure External Provider - WebEx

Create a WebEx External Provider

Modify the WebEx External Provider

Create a WebEx Account for Instructors

Create Instructor - WebEx Account

Modify the Instructor WebEx Account

SKILLSOFT CONTENT INTEGRATION

Import SkillsoftContent Page

To configure the integration parameters:

1. In Oracle Learning Cloud, go to Manage Setup Tab.

Configure Skillsoftas an External Provider

Learner View of Offering with Waitlist

No steps are required to enable this feature.

OVERRIDE MAXIMUM CAPACITY

Increase Maximum Capacity Setting

No steps are required to enable this feature.

Manually Processing a Waitlist

No steps are required to enable this feature.

SKILLS AND QUALIFICATION PREREQUISITES FOR COURSES AND SPECIALIZATIONS

The prerequisite functionality also contains the following capabilities:

Steps to Configure Prerequisite Items in Fusion Profiles Module:

EXPIRE LEARNING ASSIGNMENTS PENDING PREREQUISITES

CourseDefault Assignment Rule for Expiring Learning Assignments Pending Prerequisites

No steps are required to enable this feature.

Waive Prerequisites During Assignment

No steps are required to enable this feature.

SUPPORT ASSESSMENT AS A LEARNING ACTIVITY

Learner Views Attempt History

Enable a passing mastery score

Examples of alerts are presented below:

Learn Custom Alert Setup

Process Learning Alerts Job in the Scheduled Processes Work Area

DEFINE INSTRUCTORS WHO CAN TEACH OFFERINGS

Add Instructors that Can Teach the Course

No steps are required to enable this feature.

APPROVE SELF-SERVICE WITHDRAWAL FROM CATALOG ITEMS

No steps are required to enable this feature.

DISABLE SELF-SERVICE LEARNING REQUEST FORM

No steps are required to enable this feature.

ENHANCED REQUEST APPROVALS WITH SELF-SERVICE PRICE