Oracle HCM Cloud: Approvals and Extensibility: license to use this Student Guideฺ

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Activity Guide
D96189GC20
Edition 2.0 | July 2017 | D100737
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Table of Contents
Course Overview 1: Oracle HCM Cloud: Approvals & Extensibility ........................................... 5

Practices for Lesson 1 .................................................................................................................... 6
Practices for Lesson 1: Overview ................................................................................................... 7
Practices for Lesson 2: Approval Management Overview ........................................................... 9
Practices for Lesson 3: Approval Rules Configuration ................................................................ 11
b
a le
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Practices for Lesson 4: Approver Types .......................................................................................
a n sf13
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Practices for Lesson 4 ....................................................................................................................
n
14
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Practices for Lesson 5: Approvals and Notifications ................................................................... 15
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Practices for Lesson 6: Oracle BPM Worklist ............................................................................... 17
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Practices for Lesson 7: Working with Sandboxes
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u 19
Practices for Lesson 7-1: Creating a9
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Sandbox ............................................................................... 20
h a
a usCustomization, e t h
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Practices for Lesson 8: Extensibility, and Personalization Overview ............. 21
(8 ....................................................................................................................
a d
Practices for Lesson
e to 22
Practicess ahLesson
for e s
9:nWorking with Page Composer ................................................................ 23
ed for Lesson c
li 9: Overview ...................................................................................................24
m Practices
ham Practice 9-1: Hiring an Employee ...................................................................................................25

Mo Practice 9-2: Activating a Sandbox ................................................................................................. 27
Practice 9-3: Customizing the Springboard .................................................................................... 28
Practice 9-4: Adding a Hyperlink to a Page .................................................................................... 30
Practice 9-5: Modifying Page Appearances .................................................................................... 32
Practice 9-6: Change Menu Options in Smart Navigation .............................................................. 34
Practice 9-7: Renaming and Reordering Folder Tab ...................................................................... 36
Practice 9-8: Reorder Fields on Job Table ..................................................................................... 38
Practice 9-9: Customizing Biographical Information in Page Composer ........................................ 40
Practice 9-10: Viewing a Worker's Job and Position Name............................................................ 42
Practice 9-11: Hiding a Popup on Manage Person Page ............................................................... 44
Practices for Lesson 10: Using Flexfields ..................................................................................... 47
Practices for Lesson 10: Overview ................................................................................................. 48
Practice 10-1: Exiting a Sandbox .................................................................................................... 49
Practice 10-2: Updating a Descriptive Flexfield .............................................................................. 50
AG Course Title Goes Here – Table of Contents iii

Appendix A: Instructor Demonstrations ........................................................................................ 53
Demonstration L3-1: Reviewing the Promotion Approval Rule ...................................................... 54
Demonstration 4-1: Creating an Approval Group ........................................................................... 58
Demonstration L6-1: Modifying Approval Rules Using the BPM Worklist ...................................... 59
Demonstration L6-2: Enabling Vacation Rules and Delegating Approval Responsibilities ............ 62
Demonstration 7-1: Creating a Sandbox ........................................................................................ 63
Demonstration 7-2: Activating a Sandbox ...................................................................................... 64
Demonstration L9-1: Customizing Tabs on Application Pages Using Page Composer ................. 65
Demonstration 9-2: Hiding the Submit Button on Workforce Modeling Page ................................. 67
Demonstration 9-3: Securing the Submit Button on Workforce Modeling Page ............................. 69
Demonstration 9-4: Enabling Infolets .............................................................................................. 71
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Demonstration 9-5: Displaying a Button Conditionally ................................................................... 72
f e r
Demonstration 10-1: Enabling Descriptive Flexfields on Personal Information Page .................... 74
a n s
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Demonstration 10-2: Hiding Descriptive Flexfields on Personal Information Page ........................ -t r 76
Demonstration Appendix A: Exploring Oracle HCM Cloud Applications Helpa n o
................................ 78
ha ฺ s
Demonstration Appendix A: Enable Offerings ................................................................................ 81
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iv AG Course Title Goes Here – Table of Contents

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Practices for Lesson 1
Overview
For all the practices in this course that require you to sign in as an implementer, use the student
number and the corresponding implementer sign-ins that your instructor assigns to you.
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6 Course Overview 1: Oracle HCM Cloud: Approvals & Extensibility

Practices for Lesson 1: Overview
Practices Overview
For all the practices in this course that require you to sign in as an implementer, use the student
number and the corresponding implementer sign-ins that your instructor assigns to you.
The following table shows the student number and the corresponding implementer sign-ins:
Student Number Your.Implementer

01 HCM_IMPL1
02 HCM_IMPL2
03 HCM_IMPL3
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15 HCM_IMPL15
16 HCM_IMPL16
17 HCM_IMPL17
18 HCM_IMPL18
19 HCM_IMPL19
20 HCM_IMPL20
Course Overview 1: Oracle HCM Cloud: Approvals & Extensibility 7

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8 Course Overview 1: Oracle HCM Cloud: Approvals & Extensibility

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10 Practices for Lesson 2: Approval Management Overview

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12 Practices for Lesson 3: Approval Rules Configuration

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14 Practices for Lesson 4: Approver Types

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16 Practices for Lesson 5: Approvals and Notifications

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18 Practices for Lesson 6: Oracle BPM Worklist

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Practices for Lesson 7-1: Creating a Sandbox
Overview
In this practice, you create a sandbox. You use a sandbox to implement and test your changes
without impacting other users.
Prerequisite
Throughout this class, you use the Mozilla Firefox browser to access the application.
Assumptions
• Time: < 15 minutes
• Replace XX with your student number (1-20) as assigned by your instructor.
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Tasks
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Signing In and Navigating
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1. Sign in as YourImplementer. h a s
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2. From the Settings and Actions menu, select Manageo Sandboxes
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1. Click the New icon to open
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2. In the Sandbox Name
d ( mfield,
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enter XX_Test_Sandbox.
haClose,
3. Click Saveaand
s e n e causes a Confirmation dialog box to appear.
swhich
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4. Click ic
dOK in the lConfirmation dialog box to return to the Manage Sandboxes dialog box.
m
ha5.mClick Close to close the pop-up window.
Mo
20 Practices for Lesson 7: Working with Sandboxes

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22 Practices for Lesson 8: Extensibility, Customization, and Personalization Overview

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Overview
In these practices, you will perform several activities using Page Composer, including:
• Hiring an Employee
• Activating a Sandbox
• Customizing the Springboard
• Adding a Hyperlink to a Page
• Modifying Page Appearances
• Change Menu Options in Smart Navigation
• Renaming and Reordering Folder Tab
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Reorder Fields on Job Table
an s
• Customizing Biographical Information in Page Composer
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• Viewing a Worker's Job and Position Name
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• Hiding Popup on Manage Person Page
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Prerequisites
i nฺi uden
• Throughout this class, you use 9 2 @ S t browser to access the application.
the
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thicreated in Lesson 7-1. You will see your
• Ensure that you are in a h
the sandbox
s SessionuSandbox.
s
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sandbox name beside
t o
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24 Practices for Lesson 9: Working with Page Composer

Practice 9-1: Hiring an Employee
Overview
In this practice, you will hire an employee who you will use in the customization activities in this
lesson.
Prerequisite
Assumptions
• Time: <10 minutes
a ble
Tasks
f e r
ans
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1. Sign in as Robert.Jackman. a no
2. On the Home page, click My Workforce. h a s
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3. Click New Person to open the New Person work area. o
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Hiring an Employee i nฺi uden
1. Click the Tasks panel drawer. d92
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h a t h is
2. Click Hire an Employeesto aopenutheseHire an Employee: Identification page.
3. In the Hire Dated m
( select tJanuary
field, o 1 of the current year.
a
h field,
aAction e
nsselect Hire.
s
4. In the Hire
li c e
m edLegal Employer
5. In the field, select US1 Legal Entity.
6.m Enter Peter’s personal information.
M oha a. In the Last Name field, enter Johnson.
b. In the First Name field, enter XX Peter.
c. In the Gender field, select Male.
d. Click Next to open the Person Information page. The Matching Person Records dialog
box appears.
e. Click Continue as you are adding a new hire.
7. Enter Peter’s address and marital status.
a. In the Address Line 1 field, enter 586 Misty Way.
b. In the ZIP Code field, enter 94612.
c. Press the Tab key.
d. Click Next to open the Employment Information page.
Practices for Lesson 9: Working with Page Composer 25

8. On the Assignment tab, enter Peter’s work information.
a. In the Business Unit field, search for and select US1 Business Unit.
b. In the Job section > Job field, search for and select Manager.
c. In the Grade field, select Mgmt04.
d. In the Department field, search for and select Operations US.
e. In the Assignment Category field, select Full-time regular.

f. Click the > icon to expand the Manager Details section.
g. In the Manager Details Name field, search for and select Swift, Linda.
9. Click Next to open the Compensation and Other Information page. No changes are
required here.
10. Click Next to open the Review page.
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11. Click Submit, which causes the Warning dialog box to appear.
f e r
12. Click Yes, which causes the Confirmation dialog box to appear.
an s
13. Click OK to return to the Overview page. n - t r
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Practice 9-2: Activating a Sandbox
Overview
You can apply different types of customizations to an application. To customize your application
in run time, you must first create a sandbox, activate it, and then use tools, such as Page
Composer to make the customizations. These changes remain within the sandbox and don't
affect the mainline metadata. You can test and validate the changes by publishing the sandbox
to a full test environment. After testing the application, you can move to the production
environment. The customizations created in the sandbox will be migrated to the production
environment and will be available to the users.
In Lesson 7, you created a sandbox. In this practice, you will activate the sandbox.
Prerequisite a ble
f e r
ans
n - t r
Assumptions
a no
• Time: < 15 minutes h a s
m ) by youreฺinstructor.
• Replace XX with your student number (1-20) as assigned
m ฺc Guid
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1. Sign in as YourImplementer.
d ( m to menu, select Manage Sandboxes to open the Manage
a
2. From the Settings e
and Actions
nsof sandboxes appears.
ahpage.cAelist
s
Sandboxes
li
m ed
h a m
Tasks
M o 1. Search for and select the ApplCoreLongSB_XX_Test_Sandbox sandbox you created in
Lesson 7-1.
2. Click Set as Active.
.

Practice 9-3: Customizing the Springboard
Overview
You can customize the Navigator and springboard, as well as define settings for the home page
and springboard using the Structure page. To address needs specific to your organization, you
can create or edit categories and page entries for the Navigator and springboard. For example,
you may want to link page entries to web pages or external applications.
In this practice, you will create a category to add a new Oracle Cloud page. The Oracle Cloud
page will access the suggested Oracle Cloud URL Once the page is created, you can navigate
to it from the Navigator or on the Home page.
Prerequisite
a ble
f e r
an s
Assumptions
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• Time: < 15 minutes a no
• h a s
Replace XX with your student number (1-20) as assigned by your instructor.
m ) e ฺ
Tasks
o
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m
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b
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2. You must ensure thatm s aare in uthesesandbox by viewing the top of the page. You will see
your sandbox a d (beside Session
you
to Sandbox.
name
ah cens e
s li
eda Category
Creating
m
m
M oha1. From the Navigator, select Tools > Structure to open the Structure page. The Structure
option is in the Tools section.
Note: You will see the Edit button if your sandbox is not activated. Click Edit to activate
your sandbox.
2. Click the Create button and select Create Category to open the Create Category page.
3. In the Name field, enter XX My Group.
4. Click the search icon to select an icon for the category. A list of icons appear
5. Select a cloud icon.
6. Click OK.
7. Retain Yes in the Visible field.
8. Click Save and Close to return to the Structure page.
A new category with a cloud icon is created and appears on the Structure page.

Adding a Page to the Category
1. Ensure that the XX My Group row is selected. Click the Create button and select Create
Page Entry to open the Create Page Entry page.
2. In the Name field, enter Oracle Cloud.
3. In the Icon search field, search for icons.
4. Click the cloud icon.

5. Click OK.
6. In the Category field, select XX My Group.
7. In the Link Type, select Static URL.
8. In the Destination field, enter http://cloud.oracle.com.
9. Click Save and Close to return to the Structure page.
a ble
10. Verify that the new category and page entry appear on the following:
f e r
• ans
Structure page
n - t r
• o
an
Navigator
• Verify that the new page appears on the Home page s
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Practice 9-4: Adding a Hyperlink to a Page
Overview
In this practice, you will add a hyperlink to the page in the Source view.
Prerequisite
Assumptions
a ble
Tasks
f e r
an s
n - t r
1. Sign in as YourImplementer. a no
hasYouฺ will see your
2. Ensure that you are in the sandbox by viewing the top of the)page.
ฺ c u ide
m Sandboxes
sandbox name beside Session Sandbox. If not, accessoManage from the
b m nt G
Settings and Actions menu and activate your sandbox.
ฺ i
3. On the Home page, click My Workforce. in
@ t u de
4. Click Person Management. d 2
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Adding a Hyperlink (m s u
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ahaManagement:
1. On the Person
s e n se Search page, on the Name field, enter Johnson, XX
e d
Peter. lic
m
2.m Click Search.
oh a
M 3. In the Search Results section, click Johnson, XX Peter to open the XX Peter Johnson:
Person Management page.
4. From the Settings and Actions menu, click Customize Pages to open the Customize
Pages dialog box.
5. Click Edit on the Site row.
6. Click OK to return to the XX Peter Johnson: Person Management page.
7. Click the View drop-down menu and select Source.
8. On the Manage Employment tab, click the Action field.
9. On the Confirm Task Flow Edit dialog box, click Edit.
10. Click Add content into the selected component (+icon) on the bottom left of the page to
open the Add Content dialog box.
11. Click the Open hyperlink next to Components to open the Add Content dialog box.

12. In the Hyperlink row, click Add.
The application adds a default hyperlink component to the Assignment: Manager region of
the page.
13. Click Close to return to the Manage Employment page.
14. Select the Edit icon with the pencil and gear icon to define the hyperlink. The Component
Properties: Hyperlink dialog box appears.

15. In the Destination field, enter http://www.oracle.com.
16. In the Target Frame field, enter _blank.
17. Select Edit in the Text field.
18. Choose Select Text Resource from the dropdown menu to open the Select Text
Resource: Hyperlink dialog box.
19. In the Key field, enter Learn more about hiring.
a ble
f e r
20. In the Display Value field, enter Learn more about hiring.
ans
21. Click OK to return to the Component Properties: Hyperlink dialog box.
n - t r
22. Click Apply.
a no
23. Click OK to return to the Manage Employment tab. h a s
m ) ฺ
page iindaenew window.
o
24. Click the Learn more about hiring link to view the Oracle.com
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25. Click Close to close the page composer and view the page.
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Practice 9-5: Modifying Page Appearances
Overview
In this practice, you will customize the Manage Persons page.
•
You do not want to view the Region of Birth field for the site, because it is not used
within your organization.
• You want to make the Date of Birth field a mandatory field.
• You change the page title.
Prerequisite
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Assumptions
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3. Ensure that you are(onm sa useJohnson: Person Management page.
Session Sandbox.
a d e to
the XX Peter
s
Hiding a Field ah cens
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1. m
hamtab.
Click the Tasks action drawer and click Manage Person to open the Manage Person
Mo 2. From the Settings and Action menu, select Customize Pages to open the Customize
Pages dialog box.
4. Click OK.
5. From the View menu, select Source.
6. In the Biographical Information region, click the Region of Birth field.
7. Click Edit on the Confirm Task Flow Edit dialog box.
8. On the bottom left of the page, click Edit – pencil and gear icon.
9. On the Component Properties: Region of Birth dialog box, on the Display Options tab,
select the dropdown list beside the Show Component field.
10. Select Expression Builder.
11. In the Type a value or expression text box, replace the text with false. This will hide the
Region of Birth field.

12. Click OK.
13. Click OK.
The Region of Birth field is no longer displayed in the Biographical Information section.
Adding the Required * Label to the Country of Birth Field

1. In the Biographical Information region, select the Country of Birth field.

3. On the bottom left of the page, click Edit – the pencil and gear icon.
4. In the Component Properties: Country of Birth dialog box, select the Show Required
check box.
5. Deselect the Read-only check box on the Component Properties: Country of Birth
dialog box.
a ble
f e r
6. Click Apply.
ans
7. Click OK.
n - t r
8. Ensure the Country of Birth field is marked with an asterisk.
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Note: Selecting the Show Required check box only adds an asterisk
h a s to the label. Making
m )
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Changing the Page Title
i nฺi uden
1. Select the page title: XX Peter Johnson:
9 2 @Person S t Management.
adFloweEdit s
thidialog box.
2. Click Edit on the Confirm Task
a h
3. On the bottom left of m thespage, click
usEdit – the pencil and gear icon.
( t o
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4. On the Component
a n selist nextXX Peter Johnson: Person Management dialog box,
d s
select the
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5. m
e
Select Expression Builder.
a m
h 6. In the Type a value or expression field, enter #{pageFlowScope.pHeaderText}
Mo Information of #{bindings.DisplayName.inputValue}.
7. Click OK to return to the Component Properties dialog box.
8. Click Apply.
9. Click OK to return to the Person Management Information of XX Peter Johnson page.
10. Ensure the page title is changed to Person Management Information of XX Peter
Johnson.
11. Click Close to close the page composer.
12. Click Done on the top of the page.
13. Click Yes at the Warning message.
14. Ensure you are on the Search Person page.

Practice 9-6: Change Menu Options in Smart Navigation
Overview
In this practice, you will update the pages you can view in the Smart Navigation menu by hiding:
•
the Vacancy menu option

• the Find Best Fit Job option under the Best Fit menu option
Prerequisite
Assumptions
• a ble
Time: < 15 minutes
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Tasks a no
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2. You must ensure that you are in the sandbox
u d e the top of the page. You will see
your sandbox name beside Session 2 @
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Sandbox. t
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3. Click the Home icon.
4. Click My Workforce.ms
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a
5. Click Person Management.
ah cens e
d s liNames in Smart Navigation
m
Hiding eAssignment
ha1.mOn the Person Management page, in the Name field, enter Johnson, Chloe.
Mo 2. Click Search.
3. From the Settings and Actions menu, select Customize Pages.
4. Select the Site radio button.
5. Click OK.
6. Click the More icon beside Johnson Chloe in the Search Results section.
7. Click the Configure Actions icon on the right side of the window. The Configure
Actions dialog box opens.
Note: Notice the Vacancy menu option is visible. Also, notice the menu option under the
Best Fit menu. They are two, Find Best Fit Persona and Find Best Fit Job.
8. Select Vacancy in the Category box.
9. Deselect the Visible box.
10. Select Best Fit in the Category box.
11. Deselect Find Best Fit Job.

12. Click Save. The changes are saved. You will find:
• Vacancy is no longer visible in the Actions menu on the left panel.
• In the Best Fit category, the Find Best Fit Job option is no longer available
13. Close the Actions window.
Note: You can also sort the order of the categories and create new categories or actions in
the Configure Actions dialog box.

14. Click Close to close Page Composer.
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Practice 9-7: Renaming and Reordering Folder Tab
Overview
In this practice, you rename and reorder folder tabs on the Manage Person page.
Prerequisite
Assumptions
a ble
f e r
Tasks
an s
n - t r
a no
h a s
2. You must ensure that you are in the sandbox by viewing m the)top of the
e ฺpage. You will see
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To Rename and Reorder Tab
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1. On the Home page, click My Workforce.
h
2. Click Person Management.s a use
d ( m to Elaine.
a
3. In the Name field,
ah cens e
enter Shoudy,
s
4. Click Search.
li
5. m
ed
Click the Shoudy Elaine link in the Search Results section.
ha6.m Click the Task panel on the top right corner to open a list of tasks.
Mo 7. Under Personal and Employment, click Manage Person.
8. Click the Contacts tab on the Manage Person tab.
9. Under the Settings and Actions menu, select Customize Pages.
10. Select the Edit radio button for Site layer.
11. Click OK.
12. From the View dropdown list, select the Source radio button.
13. Click Contacts.
14. Click Edit on the Confirm Task Flow Edit window.
15. Click Edit, the pencil and gear icon, on the Confirm Task Flow Edit window.
16. Select Contacts.
17. Click the down arrow to move Contacts below Documents.
Note: The Contacts tab is now third on the list in the Reorder the tabs box.
18. In the Text field, enter Emergency Contacts.

19. Click Apply.
20. Click OK.
Note: The Contacts tab is now renamed to Emergency Contacts. It is also reordered from
the second to the third tab.
21. Click Close.
22. Click Done.

23. Click Home.
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Practice 9-8: Reorder Fields on Job Table
Overview
In this practice, you reorder fields on a job table.
Prerequisite
Assumptions
Tasks
a ble
f e r
an s
n - t r
1. Sign in as YourImplemeter.
a no
2. Ensure that you are in the sandbox by viewing the top of the page.sYou will see your
sandbox name beside Session Sandbox. ) ha ฺ
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1. From the Home page, click My Workforce.
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2. Click Workforce Structures. d9
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3. Click the Manage Jobss
a
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tab.
h
d
4. In the Name field, (m Human
enter to Resources Specialist.
a
ah cens e
s
5. Click Search.
li section, click Human Resources Specialist.
m edSearch Results
6. In the
m
M oha7. From the Settings and Actions menu, select Customize Pages.
The Customize Pages dialog box appears.
8. Select the Edit radio button in the Site layer row.
9. Click OK.
Note: You can drag the region splitter to access the source region and code.
11. Click Job Description.
13. Pull the Source code region splitter upward to view the source code
You can find the region splitter at the bottom of the page.
14. As you have highlighted the Job Description section in the Job: Human Resources
Specialist page, the <>showDetailHeader:Job Description is automatically selected in the
Source code region.
15. In the Source code region, select <>panelFormLayout.
16. Click the Edit – pencil and gear icon on the bottom left of the page.

17. On the Component Properties: panelFormLayout dialog box, click the Child
Components tab.
18. Click the icon and reorder the following fields:
• Move Full Time or Part Time up one row
• Move Job Function above Job Family
• Move Level below Management Level

19. Click Apply.
20. Click OK.
21. Review the reordered fields in the Job Description section.
22. Click Close.
23. Click Done.
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Practice 9-9: Customizing Biographical Information in Page Composer
Overview
You can customize biographical information to display mandatory and non-mandatory fields. For
example, the Blood Type field can be made a mandatory field in the Manage Person >
Biographical Information page.
Prerequisite
Assumptions
a ble
• Replace XX with your student number (1-20) as assigned by your instructor. f e r
an s
n - t r
Tasks
a no
Signing In and Navigating h a s
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1. Ensure you are signed in as YourImplementer. com i d
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i
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Customizing a Field as Mandatory
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1. Click the Home icon.m to
a
ah cens
2. Click My Workforce. e
s li
edPerson Management.
3. Click
m
h a mOn the Person Management: Search page, enter XX Peter Johnson in the Name field.
4.
M o 5. Click Search.
6. Click the XX Peter Johnson link from the Search Results section.
7. On the Person Management Information of XX Peter Johnson page, close the Manage
Employment tab.
8. Click Yes on the Warning pop up box.
9. From the Task panel on the right side, select Manage Person from the Personal and
Employment section.
10. Click the Person Information tab.
11. From the Settings and Actions menu, select the Customize Pages link.
12. Select the Site level layer.
13. Click OK.
15. Select the Blood Type field in the Biographical Information section.
16. On the Confirm Task Flow Edit window, click Edit and the edit option at the left bottom of
the page are enabled.

17. Click the Edit – a pencil and gear icon and the Component Properties: Blood Type dialog
box appears.
18. Ensure the Read Only check box is unchecked.
19. Select Edit next to the Required check box.
21. In the Type value or expression text box, delete the existing text.
22. In the Type value or expression text box, enter true.
23. Click OK.
24. Click Apply.
25. Check the Show Required box.
26. Click OK.
27. Click Close.
The Blood Type field is now mandatory. You must provide a value to submit the changes.
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Practice 9-10: Viewing a Worker's Job and Position Name
Overview
Job and position structures identify the descriptive flexfield structure that enables you to specify
additional attributes that you want to capture when you define jobs and positions. Job and
position attributes provide further detail to make jobs and positions more specific. You also use
attributes to define the structure of your jobs and positions. You can specify attributes at the
enterprise level for jobs and positions, at the business unit level for positions, and at the
reference data set level for jobs. Job and position structures are optional.
In this practice, you will change and view a worker’s job name to a position name. Mark Norris’
Job name is HE Vice President, while his Position attribute is Vice President – Business and
Finance.
a ble
f e r
Prerequisite
a n s
- t r
on
n
s a
Assumptions a
) h eฺ
• Time: < 20 minutes m d
• Replace XX with your student number (1-20)m
ฺco Gbyuiyour
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as assigned instructor.
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m ed that youliare in the sandbox by viewing the top of the page. You will see your
2. Ensure
sandbox name beside Session Sandbox.
m
M oha
Changing and Viewing Worker’s Job Name to Position Name
1. On the Home page, click Directory.
2. Search for Walter Robinson.
3. In the Search Results row for Robinson, Walter, click the organizational chart icon .
4. Click Customize Pages from the Settings and Actions menu on the top right corner.
5. Select the Edit radio button for the Site layer.
6. Click OK.
7. The Edit Layer Site – SITE tool bar appears on the top of the page.
9. Select the assignment name HE Vice President for Mark Norris.
11. Click the Edit pencil and gear icon from the Show Properties tool bar on the bottom left
corner of the page.
12. On the Component Properties: outputText , for the Value field, select the dropdown list.

14. In the Type a value or expression box, enter or replace the existing expression with
#{row.PositionName}
Note: You may click Test to check if the value is returned. You will see a pop-up indicating
the status of the test.

15. Click OK.
16. Click Apply and the newly-entered expression appears in the Value field.
17. Click OK and the organization chart page appears.
18. Click Close on the top right corner of the page.
19. The organization chart displays the Position name for all the team members.
Note: The manager card does not reflect the change in the name. You must edit the
manager card separately to make changes to the Position, Job, or Assignment name.
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f e r
20. Click Done.
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Practice 9-11: Hiding a Popup on Manage Person Page
Overview
In this practice, you hide the View More Details popup in the Legislative Information section on
the Manage Person page.
When you edit and correct the Gender and Marital Status dialog box, you see a link for View
More Details. This link enables a pop up with fields and check boxes for Veteran Self-
Identification Status and associated information.
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You will hide this Veteran Self-Identification Status popup i d
uvisible after the
b m t G
customization.
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Prerequisite
h a d this
Throughout this class, you uses athe Mozilla
u s eFirefox browser to access the application.
d ( m to
Assumptionsah a ns e
s i c
d < 20 lminutes e
• eTime:
m
m• Replace XX with your student number (1-20) as assigned by your instructor.
M oha Tasks

2. You must ensure that you are in the sandbox by viewing the top of the page. You will see
your sandbox name beside Session Sandbox.
Hiding a Popup on the Manage Person Page
1. From the Home page, click My Workforce.

2. Click Person Management.
3. In the Name field, enter Walter Robinson. The Walter Robinson: Person Management
page appears.
4. In the Search Results section, click the Robinson, Walter link.
5. Close the Manage Employment tab. Ensure you are on the Manage Employment tab to
close the tab.
6. Click the Tasks panel on the right-side of the user interface.

7. Select Manage Person.
10. Click OK.
13. Select the Legislative Information section.
14. On the Confirm Task Flow Edit, click Edit.
The Edit toolbar at the bottom left of the page is enabled.
15. Click the Edit - pencil and gear icon, which shows the properties of the Legislative
Information section.
16. On the Component Properties: Legislative Information dialog box, click the Child
Components tab.
a ble
17. Uncheck the four popup check boxes.
f e r
18. Click Apply.
ans
19. Click OK.
n - t r
20. Click Close to close page composer. o
21. Click Edit for Gender and Marital Status.
s an
22. Select Correct.
) ha ฺ
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23. Click View More Details.
ฺ c
The View More Details link does not enable a pop up for gathering information about
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ฺ i b
Veterans Self-Identification Status and other details. You can, thus, customize the page
@ in tude
to hide the View More Details link, if needed.
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24. Click Close on the top left of thedpage.
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Practices for
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o
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Overview
In these practices, you will perform the following activities:
• Exiting a Sandbox
• Updating a descriptive flexfield

o Creating a value set
o Creating a descriptive flexfield
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48 Practices for Lesson 10: Using Flexfields

Practice 10-1: Exiting a Sandbox
Overview
In this practice, you exit the active sandbox.
Prerequisite
Throughout this class, use the Mozilla Firefox browser to access the application.
Assumptions

a ble
Tasks f e r
ans
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Signing In and Navigating o
• Ensure that you are signed in as YourImplementer. s an
) ha ฺ
Exiting a Sandbox
ฺ c om uide
i b
1. Click the Sandbox link in the menu and click ฺExit m n
Sandbox. t G
2. Click Yes at the Warning message. @
in tude
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3. Click Yes to exit the sandbox.ad
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Practices for Lesson 10: Using Flexfields 49

Practice 10-2: Updating a Descriptive Flexfield
Overview
In this practice, you:
• Create a standard lookup
• Create a value set that uses the standard lookup

• Create a descriptive flexfield that uses the value set
Note: You must take turns to perform the last section of this activity, Creating a Job Descriptive
Flexfield, as only one student can be on the Define Flexfield page at a time. Therefore, wait until
the instructor instructs you to update the flexfield.
a ble
Prerequisite
f e r
an s
n - t r
Assumptions a no
h a s
• Time: < 30 minutes m ) e ฺ
• Replace XX with your student number (1–20) asฺc
o i d
u your instructor.
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assigned by
i nฺi uden
Tasks
9 2 @ St
Signing In and Navigatingaha
d this
s u s e
d ( m
1. Sign in as YourImplementer. to
a
ah cand
2. From thesSettings
e
s menu, select Setup and Maintenance… to open the Setup
nActions
d
andeMaintenance
e
li work area.
m m
M ohaCreating a Standard Lookup
1. Search for and select the Manage Applications Core Standard Lookups task, to open
the Manage Standard Lookups APPLICATION FND page.
2. On the Search Results section toolbar, click the New icon.
3. In the Lookup Type field, enter XX_HR_JOB_OU.
4. In the Meaning field, enter XX_Job Type.
5. In the Description field, enter Job Type.
6. In the Module field, search for and select the Application Common user module.
7. Click Save.
8. In the XX_HR_JOB_OU: Lookup Codes table, click the New icon.
9. In the Lookup Code field, enter CON.
10. In the Display Sequence field, enter 1.
11. In the Meaning field, enter Consultant.

12. In the XX_HR_JOB_OU: Lookup Codes table, click the New icon button.
13. In the Lookup Code field, enter SRCON.
14. In the Display Sequence field, enter 2.
15. In the Meaning field, enter Senior Consultant.
16. Click Save and Close to return to Search page.
Creating a Value Set

1. Search for and click Manage Applications Core Value Sets to open the Manage
Applications Core Value Sets page.
2. In the Search Results section, click the Create icon to open the Create Value Set
page.
3. In the Value Set Code field, enter XX_HR_JOB_OU_VAL_SET.
a ble
f e r
4. In the Description field, enter XX_Job Value Set.
a n s
5. In the Module field, search for and select the Oracle Middleware Extensions-for
n t r
Applications user module. n o
s a
6. In the Validation Type field, select Table.
) ha ฺ
7. In the Value Data Type field, select Character.
ฺ c om uide
b m the
8. In the FROM Clause field, enter the table that contains
i n t G FND_LOOKUPS.
lookups,
ฺ
inattribute e that holds the description of the
dname
9. In the Value Column Name field, enter the
2 @ t u
lookup values, MEANING.
a d 9 his S
ah enter e tcode that will be stored in the database,
LOOKUP_CODE.
s
10. In the ID Column Name field,
(m to u s the
d
ha Column seName and End Date Column Name fields, enter
aDate
11. In the Start
s e n
e d
TO_DATE(NULL). lic
m m
o h a
12. In the WHERE Clause field, enter
FND_LOOKUPS.LOOKUP_TYPE='XX_HR_JOB_OU'.
M
13. Click Save and Close to return to the Manage Applications Core Value Sets page.
14. Click Save and Close to return to the Search page.
Creating a Descriptive Flexfield

Note: Only one student can create the Descriptive Flexfield at a time; therefore, wait for your
instructor to give you instructions on when to complete this portion of the activity.
1. Search for and select Manage Descriptive Flexfields to open the Manage Descriptive
Flexfields page.
2. In the Search section Name field, enter JOB.
3. Click Search.
4. In the Search Results section, select the Job Attributes row.
Practices for Lesson 10: Using Flexfields 51

5. On the toolbar, click the Edit icon to open the Edit Descriptive Flexfield: Job Attributes
page.
Note: You must create a Global Segments object that always appears in the descriptive
flexfield region.
6. On the Global Segments section toolbar, click the Create icon to open the Create
Segment page.
7. In the Name field, enter XX_Job Type.
8. In the Code field, enter XX_JOB_TYPE_OU.
9. In the Description field, enter Determines the job type.
10. In the Column Assignment section Data Type field, select Character.
11. Accept the default value in the Table Column field.
12. In the Value Set field, search for and select XX_HR_JOB_OU_VAL_SET.
a ble
f e r
13. In the Display Properties section Prompt field, enter XX_Job Type.
an s
14. In the Display Type field, select Drop-down List.
n - t r
15. In the Display Size field, enter 20.
a no
16. In the Display Height field, enter 1. h a s
m ) e ฺ
o
17. Select the BI Enabled option to enable the flexfield to be
ฺc Flexfield: d
used in ireports.
u Job Attributes
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18. Click Save and Close to return to the Edit Descriptive
page. i
19. Click Save and Close to return d to9 2@ isDescriptive
Manage St Flexfields page.
a
ahselect e h
t Attributes row.
s
20. In the Search Results field,
sthe Job
u a Confirmation dialog box to appear.
(m whichtocauses
d
21. Click Deploy Flexfield,
ha bar e
22. When the a nisscomplete, click OK to open the Manage Descriptive Flexfields
d s process
lic e
e
page.
m
a m
23. Click Done to return to the Search page.
M oh 24. Navigate to My Workforce > Workforce Structures.
25. Select the Job tab.
26. Search for a job or create a new job to check if the descriptive flexfield has been
deployed.

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Appendix A:
m ) Instructor
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o
ฺc Gu i d
Demonstrations
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Demonstration 3-1: Reviewing the Promotion Approval Rule
Demonstration Overview
In this demonstration, your instructor reviews the promotion approval rule.
Demonstration Prerequisite
Demonstration Assumptions
Time < 15 Minutes
Demonstration Tasks
a ble
f e r
Signing In and Navigation
an s
1. Sign in as YourImplementer. n - t r
2. a no
From the Settings and Actions menu, select Setup and Maintenance… to open the
Setup and Maintenance work area. h a s
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Reviewing the Promotion Approval Rule o
ฺc Gu i d
m
ฺi deforntHuman Capital Management to
b
n
1. Search for and click Manage Approval Transactions
i
open the Manage Approval Transactions
9 2 @ page. S tu
2. In the Name field, enter Promote ad ande click s
thi Search.
s a h
3. In the Search Results
( msection:
t o us
• Point out to
a h adthe Failed
n e Processes column. Explain that for failed processes, you can
serror
viewsthe generated
e
e d l i c messages.
• Point out to the Pending Processes column. Explain that you can view the list of
m
ha m approvers for the pending processes.
Mo • Point out to the Bypass Approvals check box. Explain that you can select this check
box to commit the transaction immediately upon submit. The transaction is not routed
for approval.
• Click Configure to open the Manage Approval Rules: Promote page. Explain that on
this page, you can configure the IF conditions and THEN statements.
4. Select the EmployeesMexico oval to view the configuration details of that rule.
5. Point to the Rule: Line Management Approval section.
• In the Status field, explain that you can set the status of the rule as either Active or
Inactive. Select Inactive. Explain that an inactive rule is not included in the approval
process. Note that inactive rules are connected to the IF condition in a red dotted line.
54 Appendix A: Instructor Demonstrations

• Point to the Priority field. Explain that you can set a priority that determines the order
in which rules are run.
6. Point to the Configure Rule Conditions button. Click Configure Rule Conditions to open
the Condition Details dialog box. Point out that this rule has two conditions, which are
combined by the AND condition. Explain that the default view is the Chart Builder view.
7. Click the Requestor’s Role Details.Role Name rectangle and click Edit Selection to open
the Approval Rules: Edit Condition Expression dialog box. In this dialog box, you
configure the IF condition.
8. IF <<condition>> <<operator>> <<value>>
• Point out to the condition choice list, which has the value Requestor’s Role
Details.Role Name.
Click the choice list and explain that the list of attributes is different for different
transactions, such as Promote, Transfer, and so on.
a ble
• Point out to the operator field, which has the value ==. Explain that you can selects f
one e r
r a n
of the relational operators to build the condition.
• Point out to the value field, which has the value Enter a value. Explainothat n -tthis field
has the following options: a n
a s
• Enter a value allows you to enter a value.
m ) h eฺ
• Select from attribute allows you to compare o
ฺ c the idwith another attribute.
attribute
u
• When the Enter a value option is selected,bin
i mthe adjacent
n t G text box, you should enter a
value enclosed within double quotes. in ฺ de
2 @ t u
S dialog box.
a d 9 hisDetails
• Click Cancel to return to the Condition
s a use t
9. Click Cancel to return to thehManage Approval Rules: Promote page.
(m in tthe
10. Click the THEN rectangle
d o EmployeesMexico oval.
s a haApprovers
11. Point out to the
e n sesection and explain that you can add any number of approvers in
d sequence.
the approval
e lic To include approvers, drag and drop the approver into the approval
m m
rule.
a
oh 12. Click the Management Hierarchy rectangle. Point out to the different values:
M Field Value
Action Type Explain each of the following action types:
• Approval required: Notifications are
issued to the identified approvers and
their response is required.
• Automatic approval: No notifications
are issued to the identified
approvers. The transaction is either
approved or rejected automatically,
and the approvers are recorded as
having approved or rejected the
transaction.
• FYI only: Notifications are issued to
the identified approvers, but no
response is expected.
• No approval required: No notifications
Appendix A: Instructor Demonstrations 55

are issued and no approval is
recorded for the transaction.
Start With Identifies the first approver in the list
Route Using Contains a list of approval routes
Number of Levels Indicates the number of levels of approval
required
Approval Chain of Contains a list of approval participants
Top Approver Identifies the top approver in the list
13. Click the + icon next to the Representative option.
14. Click the Representative rectangle and explain that it has a different set of configuration
options than Management Hierarchy.
a ble
f e r
Creating a New Promotion Rule
an s
n - t r
1. Click New to create a new approval rule. Select the Rule 1 oval.
a no
2. s
In the Rule: Line Management Approval section, configure the attributes as shown in the
h a
following table:
m ) e ฺ
Field Value o
ฺc Gu i d
b m t
Rule Name SalesUSChicago i nฺi uden
9 2 @ St
Status Active
h a d this
Priority s
Medium a use
d ( m to to open the Condition Details dialog box.
a
3. Click Configure e
Rule Conditions
ah cens
s li
4. m
ed
a m Select and click Edit Selection to open the Approval Rules:
M oh Edit Condition Expression dialog box.

5. Set values for the various fields as shown in the following table:
Field Name Option
Select an Attribute Worker’s Proposed
Assignment >
Department
Operator ==
Value choice list Enter a value
Text box “Sales US”
6. Click OK to return to the Condition Details page.
7. Select the rectangle and click AND.

8. Tip: To get the operators working, click outside the rectangle, and then on the rectangle.
9. Click the AND oval and click Add Expression to add a new expression.
10. Set values for the various fields as shown in the following table:
Field Name Option
Select an Attribute Worker’s Proposed

Assignment > Location
Operator ==
Value choice list Enter a value
Text box “Chicago”
11. Click OK to return to the Condition Details page.
a ble
12. Click OK to return to the Manage Approval Rules: Promote page.
f e r
13. Click the THEN oval. Click the + icon next to Management Hierarchy to add it to the ans
approval rule. n - t r
o
an
14. In the Management Hierarchy section, configure the attributes as shown in the table:
s
Field Value ) ha ฺ
ฺ c om uide
Action Type Approval Required
ฺ i b m nt G
Start With Manager
@ in tude
Route Using d
Line Manager
2
9 his S
a
h se t
2 sa
Number of
d (m to u
Levels
a nse
ahChain
d s
Approval
l i ceWorker
e
mm
of
o ha Top Approver Second Level Manager

M
15. Explain that according to this rule, if the worker’s department is Sales US and if the
worker’s location is Chicago, promotion approval is required at 2 levels. The promotion
approval requests are sent to worker’s line manager and the worker’s second level
manager. The second level manager will have to approve this request for the worker to get
promoted.
16. On the Manage Approval Rules: Promote page, click Cancel, which causes a Warning
dialog box to open.
17. Click Yes to return to the Manage Approval Transactions page.

Demonstration 4-1: Creating an Approval Group
In this demonstration, your instructor will create a new approval group.
Time < 10 Minutes
Demonstration Tasks
a ble
f e r
Signing In and Navigation
an s
n - t r
no
2. From the Settings and Actions menu, select Setup and Maintenance.
s a
) h a
m d e ฺ
Tasks o
c Gu
ฺHuman i
1. Search for and click Manage Approval Groups
ฺ i b m
for
n t Capital Management to open
the BPM Worklist > Approval Groups tab. i n ud e
2 @ S t
2. Click the Create Approval Group
h a d9icon ttohopen
is the Details page.
3. In the Name field, enters a NewApproval
XX
u s e Group.
4. In the Membersd
m
( clicktothe Add Member icon to open the Add to Group dialog box.
section,
a
ah field, n seCharles.johnson.
s
5. In the Member e enter
licto the Details page.
6. m edOK to return
Click
m
M oha7. Repeat steps 4 to 6 to add the following members to your approval group:
• Kerry.lane
• Daniel.miller
• Cheryl.simon
8. Click Save.
9. You can view the new approval group in the Groups pane.
10. Close the browser tab.

Demonstration 6-1: Modifying Approval Rules Using the BPM Worklist
As an implementation consultant, you must modify the approval rules for the Termination
transaction, using the BPM Worklist.
• Time: 30 minutes
a ble
Demonstration Tasks
f e r
ans
n - t r
1. Sign out and sign in as Curtis.Feitty. a no
h
2. From the Settings and Actions menu, select Setup and Maintenance… a s to open the
) ฺ
Setup and Maintenance work area.
ฺ c om uide
G
Modifying the Approval Rules Using thein ฺibm
BPM
de
Worklistn t
2 @
1. Search for and click Manage Task9Configurations
t u
S for Human Capital Management to
a d h i s
ah use t
open the BPM Worklist application.
s
2. In the Tasks to be (
d m to section, Search field, enter TerminationsApproval and
configured
click search.ha se
s a e n
ic configured section, click the Show drop-down menu and select the
3. In thedTasks to lbe
e
m m
Active Version check box.
h a
Mo
4. Select the TerminationsApproval task and click the Edit pencil icon, which causes a
Warning message to open.
5. Click Start Synchronization. Wait for the flexfield synchronization to complete. This might
take a few minutes. After the synchronization is complete, refresh the browser window by
pressing the F5 key.
6. Click the Assignees tab. Explain that on this page, you can set and manage approval rules
for the terminations task.

7. In the diagram, click the blue rhombus (highlighted in red in the following image) to
navigate to the termination rule.
8. Click Go to Rule.
9. In the left pane, ensure that TerminationsRuleSet is selected. Point out to the RuleSets
section and explain that a rule set defines a set of rules for each route within an approval
a ble
setup. You can route approvals to a single approver or multiple approvers.
f e r
10. Explain that you do not delete a seeded rule set because it cannot be reinstated after an s
deletion. If you want to delete a rule, click Ruleset and bring up the rules. Select each rule n - t r
individually, and then delete the rule. a no
11. Click the Add Rule icon. h a s
m ) e ฺ
12. A new rule Rule1 is now displayed. Click the Expand icon o i
to expand
ฺcindicates d Rule1.
uwhen the approval rule will
b m t G
nฺi iconudandenexplain that you use this icon to
13. Point out to the IF region. Explain that the IF condition
i
be applied. In the IF region, point to the search
@Click the tSearch icon.
2
select the attributes to apply in the9rule.
s S
a h ad e thi
( m s us
ad nse t o
a h
e d s lice
m m
oh a
M 14. Select Task > payload > transactionApprovalRequest > Requestor.
15. Click OK.
16. Select equals ignore case in the next field.
17. In the Value field, enter “curtis.feitty”.
18. In the THEN region, click the Add Action icon.
19. Select Add Approver > Supervisory.
20. Ensure that in the Response Type section, the Required option is selected.
21. In the Number of Levels field, enter 1.
22. In the Starting Participant field, click the Search icon.
23. Select the Get User radio button.
24. In the Reference User field, click the Expression Builder icon to open the Expression
Builder dialog box.
25. Select Task > payload > transactionApprovalRequest > Requestor.

26. After you have made the selection, click Insert Into Expression.
27. Click OK to return to the Add Hierarchy Participant dialog box.
28. Click OK to return to the approval rules page. You will now have
HierarchyBuilder.getPrincipal(Task.payload.transactionApprovalRequest.Requestor,-
1,"","") in the Starting Participant field.
29. In the Top Participant field, click the Search icon to open the Add Hierarchy Participant
dialog box.
30. Select the Get User radio button.
31. In the Reference User field, click the Expression Builder icon to open the Expression
Builder dialog box.
32. Select Task > payload > transactionApprovalRequest > Requestor.
33. Click Insert Into Expression.
a ble
34. Click OK to return to the Add Hierarchy Participant dialog box. f e r
ans
35. Click OK to return to the approval rules page. You will now have
n - t r
HierarchyBuilder.getPrincipal(Task.payload.transactionApprovalRequest.Requestor,- o
1,"","") in the Top Participant field.
s an
36. In the Auto Action Enabled field, select True. ) ha ฺ
37. In the Auto Action field, enter “APPROVE”. ฺ c om uide
ฺ i b m nt G
in de
38. In the Rule Name field, enter “Curtis”.
2
39. Click Validate to confirm there are no @errors. Stu
40. Sign out of the BPM worklisth a d9 this
application.
41. Close the browser. (ms
a use
a d e to
s ah cens
ed li
m m
M oha

Demonstration 6-2: Enabling Vacation Rules and Delegating Approval
Responsibilities
You set a vacation period so that you are removed from automatic task assignment for the
dates that you specify.
a ble
f e r
Demonstration Tasks an s
n - t r
a no
1. Sign out and sign in as mitch.blum. h a s
m ) e ฺ
2. Ensure that you are on the home page. o
ฺc Gu i d
m
ฺi dent
b
Enabling Vacation Rules and Delegatingin Responsibilities
9 2 @ Stu
h a d thclick
1. On the top-right corner of the home page, is the Notifications (bell) icon.
s a andusselect
2. Click the More Details button e Human Capital Management to open the BPM
Worklist page.
d ( m to
a
ah Blum
3. Click the Mitch s e
ndrop-down menu and select Preferences to open the Vacation
s c e
li page.
ed Mitch Blum
Period:
m
ham
4. Select the Enable vacation period check box.
Mo 5. In the Start Date field, select today.

6. In the End Date field, select one week from today.
7. Select the Delegate to option.
8. Enter harold.chow in the field next to the Delegate to option.
9. Close the BPM Worklist dialog box to cancel your changes.

Demonstration 7-1: Creating a Sandbox
Overview
In this practice, you create a sandbox. You use a sandbox to implement and test your changes
without impacting other users.
Prerequisite
Assumptions
a ble
Tasks
f e r
ans
n - t r
1. Sign in as Linda.Swift. a no
2. From the Settings and Actions menu, select Manage Sandboxes h a sto open the Manage
m ) e ฺ
Sandboxes page. o
ฺc Gu i d
b m t
Creating a Sandbox i nฺi uden
9 2 @ S tdialog box.
1. Click the New icon to open the Create
ad e thi s
Sandbox
2. In the Sandbox Name field,
s a henter Demo_Test_Sandbox.
(
3. Click Save and Close, m whichto us a Confirmation dialog box to appear.
h d se
aConfirmation
causes
4. Click OK in
s athe
c e n dialog box to return to the Manage Sandboxes dialog box.
li the pop up window.
edClose to close
5. Click
m m
M oha

Demonstration 7-2: Activating a Sandbox
Overview
You must sign into a sandbox for all the demonstrations in this lesson. A sandbox enables you
to apply different types of customizations to an application.
In this practice, you will activate the sandbox.
Prerequisite
Assumptions
a ble
f e r
Tasks
an s
n - t r
a no
1. Sign in as Linda.Swift. h a s
m ) e ฺopen the Manage
2. From the Settings and Actions menu, select Manage o
ฺc Gu
Sandboxes i d to
Sandboxes page. A list of sandboxes appears.bm t
i nฺi uden
Tasks
9 2 @ St
1. Search for and select the a h ad e this sandbox you created previously.
Demo_Test_Sandbox
2. Click Set as Active.(m
s us
adsandbox t o
a
3. Click Close.
s hThe
e n seis activated and will display on the top of your Home page.
e d lic
m m
h a
Mo

Demonstration 9-1: Customizing Tabs on Application Pages Using
Page Composer
Demonstration Scope
Linda Swift decides she does not want the Customer Relationship Management tab in her
application and wants the tab disabled. In this demonstration, you will customize tabs on pages
using Page Composer.
You can customize tabs for all users.
a ble
f e r
ans
n - t r
• no
a
h a s
Demonstration Tasks
m ) e ฺ
o
ฺc Gu i d
Signing In and Navigating b m
ฺi dent
i n
1. Sign in as Linda.Swift.
9 2 @ Stu
a d this by viewing the top of the page. You will see
2. Ensure that you are in Demo_Test_Sandbox
h
s
your sandbox name beside a Session
u s eSandbox.
d ( m to
a
h ens
aTabs e
To Customizes c click on the Worklist icon.
dthe Homelipage,
m e
1. From
a m
h The Worklist: Notifications and Approvals page appears.
Mo 2. Click Customize Pages from the Settings and Actions menu on the top right corner.
4. Click OK. The Edit Layer Site – SITE tool bar appears on the top of the page.
5. Click the Select tab.
6. Hover and click on Customer Relationship Management tab.
7. From the pop up, click Edit Parent Component.
8. In the Component Properties: navigationPane box, click the Children tab.
9. Deselect the Customer Relationship Management check box to hide the tab from the
page.
10. Click Apply.
11. Click OK.
The Customer Relationship Management tab no longer appears on the page.
12. Click Close.

13. Click the sandbox on top of the Home page.
14. Click Exit Sandbox from the pop up.
15. Click Yes in the Confirmation box.
a ble
f e r
an s
n - t r
o
s an
) ha ฺ
ฺ c om uide
ฺ i b m nt G
@ in tude
d 2
9 his S
a
ah use t
s
(m to
d
s aha cense
ed li
m m
M oha

Demonstration 9-2: Hiding the Submit Button on Workforce Modeling
Page
Demonstration Scope
You can use either Design view or Source view for viewing and customizing page content and
layout in Page Composer. To open a view option, select it from the View menu at the top left
corner of the page. Although both views share many common customization features, you can
use some unique features in each view.
In this activity, you will hide the Submit button on the Workforce Modeling page using the
Source view.
a ble
Throughout this class, you use the Mozilla Firefox browser to access the application. f e r
ans
Demonstration Assumptions n - t r
a no
h a s
) by youreฺinstructor.
• Replace XX with your student number (1-20) as assigned
m
m ฺc Guid
o
t
Demonstration Tasks
i nฺib uden
9 2 @ St
h a d this
1. Sign in as Linda.Swift. sa s e
( m u
toin Demo_Test_Sandbox by viewing the top of the page. You
2. You must ensuredthat you are
a
ahsandbox e
s beside Session Sandbox.
nname
s
will see your
li c e
m ed
mHide the Submit Button
oha
To
M 1. On the Home page, click My Team.
2. Click Workforce Modeling.
3. Click Swift Reorganization 2014.
6. Click OK.
9. Select the Submit button on the top left.
11. Click the Edit - gear and pencil icon on the bottom left of the page.
12. On the Component Properties: Submit dialog box, click Edit from the Show Component
check box dropdown list.
14. Replace the existing code or enter false.

15. Click OK.
16. Click Apply.
17. Click OK.
The Submit button no longer appears on the page.
18. Click Close.
a ble
f e r
an s
n - t r
o
s an
) ha ฺ
ฺ c om uide
ฺ i b m nt G
@ in tude
d 2
9 his S
a
ah use t
s
(m to
d
s aha cense
ed li
m m
M oha

Demonstration 9-3: Securing the Submit Button on Workforce
Modeling Page
Demonstration Scope
You can use either Design or the Source view for viewing and customizing page content and
layout in Page Composer. In Design view, you see one region that shows a WYSIWYG
rendering of the page and its content. You can also work with components directly using the
Source code and access their properties from the toolbar in the chrome of the individual
component.
In this activity, you will secure the Submit button back on the Workforce Modeling page using
the Source code.
a ble
f e r
Throughout this class, you use the Mozilla Firefox browser to access the application. ans
n - t r
a no
• Time: < 20 minutes h a s
• Replace XX with your student number (1-20) as c o m) by iyour
assigned d eฺinstructor.
m ฺ G u
b t
i nฺi uden
Demonstration Tasks
9 2 @ St
Signing In and Navigating h a d this
s a use
( m
1. Sign in as Linda.Swift.
d to
2. You must a
a
h that
ensure nyoue
s are in Demo_Test_Sandbox by viewing the top of the page. You
wille
see
s c e
li name beside Session Sandbox.
d your sandbox
m m
M ohaTo secure the Submit button
1. On the Home page, click My Team.
2. Click Workforce Modeling.
3. Click Swift Reorganization 2014.
6. Click OK.
9. Select Save and Continue.
11. Expand the source code region splitter to display the source code at the bottom of the
page.
12. The Save and Continue source code is highlighted.

13. Four rows below the selected Save and Continue code, you will see
<x>commandToolbarButton: Submit.
14. Select <x>commandToolbarButton: Submit source code.
15. Right-click <x>commandToolbarButton:Submit.
16. Select Show Component.
The Submit button reappears on the Model: Swift Reorganization 2014 page.
17. Click Close.
a ble
f e r
an s
n - t r
o
s an
) ha ฺ
ฺ c om uide
ฺ i b m nt G
@ in tude
d 2
9 his S
a
ah use t
s
(m to
d
s aha cense
ed li
m m
M oha

Demonstration 9-4: Enabling Infolets
Overview
Infolets are small, interactive widgets on the Home page that provide key information and
actions for a specific area. For example, employee turnover, business transactions, or your
personal profile. Each infolet can have multiple views.

In this practice, you will enable infolets.
Prerequisite
Assumptions
a ble
• f e r
Time: < 10 minutes
ans
n - t r
a no
Tasks
h a s
m ) e ฺ
Signing In and Navigating o
ฺc Gu i d
b m t
1. Sign in as Robert.Jackman.
i nฺi uden
2
2. Ensure that you are in Demo_Test_Sandbox
9 @ S bytviewing the top of the page. You will see
ad eSandbox.
your sandbox name beside Session
thi s
s a h
( m t o us
Enabling Infolets d
s aha >ceStructure.
1. Select Navigator nse
m
2. On edStructurelipage, click Set System Options.
the
mIn the Enable Infolets section, select the check boxes to enable infolets for the preferred
oha
3.
M components.
4. Click Save and Close.

Demonstration 9-5: Displaying a Button Conditionally
Demonstration Scope
In this demonstration, you disable the Add button in the performance document Goal section for
workers only.
This demonstration is divided into three parts:

• Part 1: Sign in as Robert.Jackman and disable the Add button in Robert’s 2017
performance document.
• Part 2: Select a sandbox and publish it.
• Part 3: Sign in as Brian.Joseph and verify that the Add button is disabled for Brian’s
2016 performance document.
a ble
f e r
Throughout this class, you use the Mozilla Firefox browser to access the application. an s
n - t r
a no
h a s
m ) e ฺ
o
ฺc Gu i d
Tasks: Part 1 b m t
i nฺi uden
Signing In and Navigating 9 2 @ St
h a d this
s a use
d
2. You must ensure that m
( you aretoin Demo_Test_Sandbox by viewing the top of the page. You
a
a cense beside Session Sandbox.
will see yourhsandbox name
s li
m ed the Sandbox
Activating
ham
Mo
1. In the Manage Sandboxes dialog box, search for and select the Demo_Test_Sandbox
sandbox. Click Set as Active.
Displaying the Add Button Based on the Type of User

1. From the Navigator menu under About Me, click Performance to open the My Evaluations
page.
2. In the 2017 Annual 360 Evaluation section, select Worker Self-Evaluation to open the
Jackman, Robert: 2017 Annual 360 Evaluation page.
3. Click the Goals tile to open the Goals page.
4. From the Settings and Actions menu, click Customize Pages… to open the Customize
Pages dialog box.
6. Click OK.
7. Click the View choice list and select Source.
8. In the Goals region, click the Add button, which causes a Confirmation dialog box to open.

9. Click Edit.
10. In the page composer, click the Edit gear with a pencil icon to open the Component
Properties: Add dialog box.
11. In the Disabled check box, click Edit and select Expression Builder to open the Edit
dialog box.
12. In the Type a value or expression text box, enter #{pageFlowScope.pRoleTypeCode

== 'WORKER'} . Explain that this expression evaluates to true when a performance
document is accessed by a worker. For the worker, the Add button will be displayed on the
page, but will be disabled.
13. Click OK to return to the Component Properties: Add page.
14. Click OK to return to the Jackman Robert: 2017 Annual 360 Evaluation page.
15. In the page composer, click Close to view the page.
a ble
f e r
Part 2
ans
n - t r
o
s an
) ha ฺ
ฺ c om uide
Publishing the Sandbox
ฺ i b m nt G
1. From the Settings and Actions menu, clickinManage u e
dSandboxes.
2 @
9 by students. S t
a d
2. Select one of the sandboxes created
h i s
t dialog box to open.
3. Click Publish, which causes
s aha Confirmation
u s e
d m sandbox.
4. Click Yes to publish(the t o
s a ha ense
Part 3 d
e lic
m m
h a
Mo 1. Sign in as Brian.Joseph.
Verifying that the Add button Is Not Displayed for the Worker
1. From the Navigator menu under About Me, click Performance to open the My Evaluations
page.
2. Click 2017 Annual 360 Evaluation link to open the Joseph, Brian: 2017 Annual 360
Evaluation page.
Note: If the 2016 Annual Evaluation performance report is not created, create the
performance report.
In the Create Performance Document dialog box, click Continue, which causes a
Confirmation dialog box to open. Click OK to open the 2016 Evaluation page.
3. Click the Goals tile. Notice that the Add button is disabled.

Demonstration 10-1: Enabling Descriptive Flexfields on Personal
Information Page
In this demonstration, we will display person-related flexfields on the personal information read-
only and editable pages.
Curtis Feitty wants to see which descriptive flexfields appear on the Personal Information page
and will access the source code to enable the descriptive flexfields.
a ble
• Replace XX with your student number (1-20) as assigned by your instructor. f e r
an s
n - t r
Demonstration Tasks
a no
Signing In and Navigating h a s
m ) e ฺ
1. Sign in as Curtis.Feitty. o
ฺc Gu i d
2. Ensure you create and activate a new sandbox ฺ b m t this activity if you have
i to demonstrate
n
i n e
ud 9-5.
already published your existing sandbox
2 @ t
in demonstration
S
To Enable Descriptive Flexfields h a d9Personal
on t h isInformation page
1. On the Home page,(m
sa uMe. se
d
2. Click PersonalaInformation.e to
click About
ah cand
3. From thesSetting e s
nActions
e d l i menu, select Highlight Flexfields.
m m
This will enable Descriptive flexfields for Person Attributes to appear on the page.
ha4. Click Customize Pages from the Settings and Actions menu on the top right corner.
Mo 5. Select the Edit radio button for the Site layer.
6. Click OK.
9. Select the Data of Birth field.
10. Click Edit at the Confirm Task Flow Edit dialog box.
11. Drag the source code region divider at the bottom of the page to access the source code.
The Date of Birth line is selected.
12. Three rows below Date of Birth, right-click <x>panelFormLayout. The x indicates that the
descriptive flexfield is disabled.
13. Select Show Component.
The descriptive flexfield Employee Reward Program appears on the Biographical
Information page.

Note: If you have enabled Highlight Flexfields in the Settings and Actions menu, then the
Descriptive Flexfield and Add Global Segment rows also appear on the Biographical
Information page.
14. Click Close.
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Demonstration 10-2: Hiding Descriptive Flexfields on Personal
Information Page
Demonstration Scope
All components have configurable properties that control, or express their appearance
and functionality. Many properties are common to all component types, while some
properties are unique to one component type. Use the source code to view the
properties of a component.
In this activity, you will hide descriptive flexfields (DFF).
a ble
f e r
an s
n - t r
a no
h a s
• Replace XX with your student number (1-20) as assignedm ) by youreฺinstructor.
m ฺc Guid
o
t
Demonstration Tasks i nฺib uden
9 2 @ St
h a d this
s a use
d ( m
1. Sign in as Curtis.Feitty.
to
a
ahname
2. You must ensure that youeare in the sandbox by viewing the top of the page. You will see
ns Session Sandbox.
s
your sandbox
li c ebeside
m ed
m
M ohaHiding Descriptive Flexfields
1. From the Home page, click About Me.
2. Click Personal Information.
3. From the Setting and Actions menu, select Highlight Flexfields.
6. Click OK.
9. Select the Data of Birth field.
10. Drag the source divider at the bottom of the page to access the source code.
The Date of Birth line is selected.
11. Three rows below Date of Birth, right-click <>panelFormLayout.
Note, x does not appear in the code. This indicates that the descriptive flexfield is enabled.

12. Select Hide Component.
The descriptive flexfield Employee Reward Program no longer appears in the
Biographical Information page.
13. Click Close.
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Demonstration Appendix A: Exploring Oracle HCM Cloud
Applications Help
Demonstration Scope
You can access user assistance documentation for Oracle Fusion Applications
from the application. User assistance, also known as embedded learning tools,
includes:
• Contextual assistance on applications pages, which you can access by hovering over
an icon or field, or clicking in a field.
• Oracle Fusion Applications Help, which contains several browsing and search tools to
assist you in finding relevant topics, including functional and implementation guides.
a ble
f e r
an s
• n - t r
Time: <30 minutes
a no
Demonstration Tasks h a s
m ) e ฺ
Sign In and Navigate o
ฺc Gu i d
b m t
1. Sign in as Curtis.Feitty. i nฺi uden
9 2
2. Turn on the help by clicking the question@mark Sicon t next to your name in the upper right of
d changes
aicon s
thi to when Help is enabled.
the page. The color of thea h
Help
s AboutuMe.
s e
m
3. On the Springboard(select
t o
d se to open the My Career Development page.
h aDevelopment
s licen
a
4. Select Career
d
m
ExploreeContextual Page-Level Help
m
M ohaHelp contains field-level terminology definitions and information about selections or entries. You
can also view more comprehensive contextual help related to the page or section.
You can access the following forms of contextual Help:
• Contextual non-embedded help
• Contextual embedded help
Contextual Non-Embedded Help

This type of contextual help displays comprehensive information, including links to conceptual
help related to that page or section. For example,
• Clicking a link causes a brief summary of the topic to appear.
• Clicking More refreshes the dialog box with that topic at the top and the other links now
listed in the following More Topics section.

Accessing Help
This type of contextual help displays a definition or a one line prompt about a field or a label on
the user interface.
1. In the Development Plan: Active Goals section, click Add Goal: New Goal.
2. Hover over the Related Link field. The prompt for the field appears.
Note: This type of help clarifies the information that you should select or add in editable
fields or informs you about data usage, such as the effect on downstream processing.
3. Click Cancel to return to the My Career Development page.
4. In the Development Plan: Active Goals section, click the Help icon to open the help
dialog box.
5. Click Adding a Goal to the Development Plan: Examples to open a brief summary of the
topic.
a ble
f e r
6. Click More to display the complete topic.
ans
Note: The More Topics section displays topics related to Adding a Goal to the
n - t r
Development Plan.
a no
7. Click More Help to open a new browser tab to Oracle Applications
h a sHelp.
m ) click More
Note: If none of the topic links seem to answer your question, e ฺ Help to open a
new browser tab with Oracle Fusion Applications Help. o
ฺc This G i d
u lists topics that are
page
related to the relevant products and services.ฺi b m t
i n uden
8. Close the browser tab to return to the
9 2 @ S t to the Development Plan:
Adding a Goal
Explained dialog box. ad e thi s
a h
sclick theuClose
s icon to return to the My Career Development
9. On the Help dialog box,
( m t o
page.
a h ad nse
d s Fusion
ExploreeOracle liceApplications Help
m m
oh a
On the Settings and Actions menu, select Applications Help to open a new browser tab with
M Oracle Fusion Applications Help.
Tip: To open the Settings and Actions menu, click the dropdown arrow next to the user name in
the global area.
You can use the following global area filters to search for topics of interest:
• All
• Product Family
All
• Use the search field to find topics with titles and abstracts that contain key words.
• Use the Explore menu to quickly view frequently-accessed application topics, including
Signing In and Getting Started, which introduces you to basic application navigation,
page types, task access and search methods.

• Use the Learn menu to quickly find guides and videos, courses, integration assets, and
the Oracle Technology Network (OTN) community.
Product Family
1. Click a specific Product Family to search for topics by product family.
2. Click the HCM icon.

3. Click the Browse By: Task menu.
a. Further refine your search results by selecting a task or specific sub-tasks within a
task.
Example: You may select Manage Worker Performance and Goals, under the Talent
task.
b. Discuss the search results.
a ble
4. Click the Browse By: Product menu.
f e r
an s
Refine your search results by selecting the products you want to see help on.
n - t r
Example: You may select the products for Career Development.
a no
5. s
When getting started with your implementation, you can review help by role, an entire
h a
mto)the Search
guide, or videos.
Note: To return to the HCM page click the HCM tab c o i d eฺ Results tab.
m ฺ next
G u
6. Click By Role to view topics by role. b
ฺi den t
i n
7. Click Guides to view quick start guides.
9 2 @ Stu
a d within
8. Click Videos to view a list of videos
t h s product family.
ithe
s h
a use
d ( m to
a
Refine Search Results
ahto refine s
nthee
d s
Click each option
li c e results by:
m e
• Task
a m
M oh • Product
• Help Type
• Role
• Country
Explore Oracle Help Center

Oracle Help Center contains the most current product documentation, including links to relevant
My Oracle Support documents as well as product and service pages on the www.oracle.com
web site.

Demonstration Appendix A: Enable Offerings
Demonstration Scope
In this demonstration, you will learn how to enable Workforce Development offerings for
implementation.
• Time: <15 minutes
• You have the Application Implementation Manager or Application Implementation
Consultant role, which is required to create an implementation project.
Demonstration Tasks
a ble
This activity must be completed only once, so the instructor completes these steps as a
f e r
demonstration. It is possible that these task lists have already been enabled in your
ans
environment.
n - t r
o
Sign In and Navigate s an
) ha ฺ
1. Sign in as Your.Implementer.
ฺ c om u ide
ฺ i b m nt G
2. In the upper right corner, click the Settings and Actions menu.
@ in tude
d 2
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3. Select Setup and Maintenance. a
ah use t
Enable offerings
s
(m to
d
s ahathecOfferings.
1. Scroll through
e nse
edWorkforceliDevelopment.
2. Click
m
3.m Click the Actions menu.
M oha Note: If the offering is not enabled yet, the only button to select is Configure. Once
selected you can enable offerings and select features.
4. Select Change Configuration.
5. Click the Enable for Implementation check box for each functional area you are
implementing.
Implement tasks for an offering

1. Click Setup.
2. In the Functional Areas section, select Applications Extensions.
3. In the Applications Extensions section, for the Show field, select All Tasks, if not already
selected.
Note: All implementation tasks for this functional area are displayed in the Task section.
You can also view required tasks only by selecting the Required Tasks option in the Show
field.

4. Click on a task to view the tasks that can be performed
5. Click Done or Cancel to return to the Setup: Workforce Development page.
6. Select Go to Offerings from the Actions list to return to the Setup and Maintenance
page.
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Course Overview 1: Oracle HCM Cloud: Approvals & Extensibility ........................................... 5

ham Practice 9-1: Hiring an Employee ...................................................................................................25

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AG Course Title Goes Here – Table of Contents iii

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iv AG Course Title Goes Here – Table of Contents

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6 Course Overview 1: Oracle HCM Cloud: Approvals & Extensibility

Student Number Your.Implementer

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Course Overview 1: Oracle HCM Cloud: Approvals & Extensibility 7

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8 Course Overview 1: Oracle HCM Cloud: Approvals & Extensibility

There are no practices for this lesson.

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10 Practices for Lesson 2: Approval Management Overview

There are no practices for this lesson.

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12 Practices for Lesson 3: Approval Rules Configuration

There are no practices for this lesson.

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14 Practices for Lesson 4: Approver Types

There are no practices in this lesson.

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16 Practices for Lesson 5: Approvals and Notifications

There are no practices in this lesson.

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18 Practices for Lesson 6: Oracle BPM Worklist

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20 Practices for Lesson 7: Working with Sandboxes

There are no practices in this lesson.

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22 Practices for Lesson 8: Extensibility, Customization, and Personalization Overview

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24 Practices for Lesson 9: Working with Page Composer

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Practices for Lesson 9: Working with Page Composer 25

e. In the Assignment Category field, select Full-time regular.

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26 Practices for Lesson 9: Working with Page Composer

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Practices for Lesson 9: Working with Page Composer 27

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28 Practices for Lesson 9: Working with Page Composer

4. Click the cloud icon.

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Practices for Lesson 9: Working with Page Composer 29

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30 Practices for Lesson 9: Working with Page Composer

Properties: Hyperlink dialog box appears.

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Practices for Lesson 9: Working with Page Composer 31

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32 Practices for Lesson 9: Working with Page Composer

Adding the Required * Label to the Country of Birth Field

1. In the Biographical Information region, select the Country of Birth field.