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UPDATE 19B ······························································································································································································· 2
Revision History ························································································································································································ 2
Overview ······································································································································································································· 2
Feature Summary ····················································································································································································· 4
Application Security ·········································································································································································· 6
Manage Exclusions from HCM Person Security Profiles ······························································································ 6
HCM Common Features ································································································································································· 10
HCM Landing Page Additional Content Card and Quick Action ·············································································· 10
HCM Data Loader ·············································································································································································· 15
Enhancements to Delete Stage Table Data Processes Information ······································································ 15
Enhancements to Import and Load Data ·························································································································· 16
New Business Objects Supported ······································································································································· 23
Enhancements to View Business Objects ························································································································ 24
HCM Spreadsheet Data Loader ·················································································································································· 25
New Predefined Spreadsheet Templates ························································································································· 25
HCM Extract ························································································································································································· 26
Built-In CSV Output ··································································································································································· 26
Redesigned User Experience ······················································································································································ 27
HCM Extracts ··················································································································································································· 27
Improved User Experience for HCM Extract ···················································································································· 27
Data Exchange ················································································································································································ 31
Enhancements to Data Exchange ······································································································································· 31
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UPDATE 19B
REVISION HISTORY
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
Date Feature Notes
29 MAR 2019 HCM Extracts: Built-In CSV OutputUpdated document. Delivered feature in update 19B.
01 MAR 2019 Created initial document.
OVERVIEW
HCM Cloud applications have two types of patches you can receive that are documented in this What’s New:
Release Updates (19A, 19B, 19C, and 19D)Optional Monthly Maintenance Packs to each update
It is important for you to know what Release Update your environment is on. You can find this in your Cloud Portal.
This document outlines the information you need to know about new or improved functionality in Oracle HCM Cloud. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
In addition to this document you will also want to review the Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs ( ). These documents identify bug Document ID 1554838.1fixes and possible known issues. You will also need to review these documents based in the release update version you are currently on or will be moving to.
Oracle HCM Cloud release documents are delivered in five functional groupings:
Suggested Reading for all HCM Products:
HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)
NOTE: Not all Global Human Resource features are available for Talent and Compensation products.
26 APR 2019 Redesigned User Experience/HCM Extracts: Improved User Experience for HCM Extract
Updated document. Revised feature information.
Updated document. Delivered feature in update 19B.
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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 [email protected]. 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.
Optional Reading for HCM Products (Depending on what products are in your cloud service):
Talent Management Cloud (All Talent applications)
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FEATURE SUMMARY
Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Customer Action Required = You MUST take action before these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
Ready for Use by End Users (Feature Delivered Enabled)
Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.
Customer Must Take Action before Use by End Users (Feature Delivered Disabled)
Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.
Feature Report
UI or Process-Based:
Small Scale
UI or Process-Based:
Larger Scale* Customer Action Required
Application Security
Manage Exclusions from HCM Person Security Profiles
HCM Common Features
HCM Landing Page Additional Content Card and Quick Action
HCM Data Loader
Enhancements to Delete Stage Table Data Processes Information
Enhancements to Import and Load Data
New Business Objects Supported
Enhancements to View Business Objects
HCM Spreadsheet Data Loader
New Predefined Spreadsheet Templates
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Ready for Use by End Users (Feature Delivered Enabled)
Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.
Customer Must Take Action before Use by End Users (Feature Delivered Disabled)
Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.
Feature Report
UI or Process-Based:
Small Scale
UI or Process-Based:
Larger Scale* Customer Action Required
HCM Extract
Built-In CSV Output
Redesigned User Experience
HCM Extracts
Improved User Experience for HCM Extract
Data Exchange
Enhancements to Data Exchange
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APPLICATION SECURITY
Oracle Applications Security provides a single console where IT Security Managers and Administrators can perform various functions including user lifecycle management, role definition, security policy management(both functional and data), role hierarchy maintenance, username and password policy administration, and certificate management. The console also enables users to simulate the effect of security changes, to run security reports, and download a connector for integration with Microsoft Active Directory.
MANAGE EXCLUSIONS FROM HCM PERSON SECURITY PROFILES
In a person security profile, you identify a set of people using criteria such as manager hierarchy or area of responsibility. When you include the person security profile in a data role, users who have the data role can access the person records of the set of people you identified. In some cases, you may want to exclude selected person records, such as the records of workers in the HR department, from the set identified by the person security profile. Until now, you had to define custom criteria to implement these exclusions. From this update, you can create reusable exclusion rules and reference them in person security profiles.
Creating Exclusion Rules
To create an exclusion rule, you use the new task. You can perform the task:Manage HCM Exclusion Rules
In the Users and Security functional area for your offering in the Setup and Maintenance work areaIn the Workforce Structures work area
You must have the IT Security Manager job role or privileges to perform the task.
Create HCM Exclusion Rule Page
You define a name for the exclusion rule, enter a description if required, and leave Enabled selected.
To create the exclusion definition, you select an value, which can be a list, an attribute, or a Exclude Byhierarchy from the following list.
List
Business unitCountry
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DepartmentGradeJob familyJobLegal employerPersonPositionWork location
Attribute
DepartmentGradeJobPersonPositionWork location
Hierarchy
DepartmentHCM positionSupervisor
When you select a list value, you search for and select one or more named instances of the selected object. For example, if you set to , then you search for and select one or more business Exclude By Business unit listunits.
Creating an Exclusion Rule Using a List of Business Units
If you set to , then you select the tree name and the top department in the Exclude By Department hierarchytree. The top department and its subordinates are included in the exclusion rule.
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Creating an Exclusion Rule Using a Department Hierarchy
For or , you select the top position or manager, as appropriate. HCM position hierarchy Supervisor hierarchyThe selected values and their subordinates in the hierarchy are included in the exclusion rule.
When you set to an attribute, you select the attribute name, an operator, and a value.Exclude By
Creating an Exclusion Rule Using a Department Attribute
Referencing Exclusion Rules in a Person Security Profile
You can reference exclusion rules in a person security profile only when you secure person records by area of responsibility. That is, the Exclusion Rules section appears by default, but it's not active until you select Secure
.by area of responsibility
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Exclusion Rules Section on the Create Person Security Profile Page
You can select any existing exclusion rule to identify a set of person records to exclude from the person security profile. Let's say that you set the scope of responsibility to but want to exclude a few named Departmentworkers. In the Exclusion Rules section, you select and add an appropriate exclusion Apply exclusion rulesrule. For example, the rule could list the workers by name, specify the department to which those workers and no others belong, or identify a common job attribute. The effect of the rule is to exclude records that match the exclusion criteria from the set of person records identified by the person security profile.
You can include up to three exclusion rules in a person security profile. When you use multiple exclusion rules:
You can base only one of the rules on a hierarchy value.Only person records that satisfy all of the rules are excluded.
STEPS TO ENABLE
You don't need to do anything to enable this feature.
TIPS AND CONSIDERATIONS
In a person security profile, you can't select an exclusion rule that's disabled. If you disable an exclusion rule after it's been added to a person security profile, then a cross icon appears in the Enabled column of the Exclusion Rules section of the person security profile. When an exclusion rule is disabled, the person records identified by the rule aren't excluded from the person security profile. To have an effect, an exclusion rule must be enabled.
You can export and import the associated setup business objects using standard Functional Setup Manager functionality. The new business objects are:
HCM Exclusion RuleHCM Exclusion Rule DetailPerson Security Profile Exclusion
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Objects referenced in an exclusion rule, such as business units or the HCM position hierarchy, must already exist in the target environment. To avoid import errors, any changed setup objects that you reference must be exported before you export the HCM Exclusion Rule, HCM Exclusion Rule Detail, or Person Security Profile Exclusion objects.
You're recommended to evaluate any existing custom criteria that you defined to manage exclusions and, where possible, use exclusion rules instead.
KEY RESOURCES
For more information, go to Applications Help for the following help topics:
Create an HCM Exclusion RuleSecure Person Records by Area of ResponsibilityExporting and Importing Setup Data: Explained
ROLE INFORMATION
A new function security privilege provides access to the task. This table Manage HCM Exclusion Rulesidentifies the function security privilege and the predefined job role to which it's granted.
Function Security Privilege Job Role
Manage HCM Exclusion Rules PER_MANAGE_HCM_EXCLUSION_RULES_PRIV
IT Security Manager ORA_FND_IT_SECURITY_MANAGER_JOB
If you're using the predefined IT Security Manager job role, then no action is necessary. If you're using a custom version of the IT Security Manager job role, then you must add the new privilege to your custom role to manage HCM exclusion rules. For information about adding new roles and privileges to custom roles, see the Release 13 on My Oracle Support (document ID )Security Upgrade Guide 2023523.1
HCM COMMON FEATURES
This section covers features used across all HCM Applications.
HCM LANDING PAGE ADDITIONAL CONTENT CARD AND QUICK ACTION
You can now enable and configure an additional content card for each HCM app that uses the landing page such as Pay, Personal Info, and Absences, under Me in the main menu. When you click on the additional content card, you are navigated to a blank page that you can configure. You can provide employees information and content specific to your organization such as policy and procedures, links, and instructional videos. Just like other cards, the additional content card for each landing page can also be accessed from quick actions.
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Pay Landing Page with Additional Content Card
Additional Content for Pay Detail Page
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Additional Content for Pay in Quick Actions
These cards are delivered as hidden. You can rename and enable these cards using the Structure menu. When you rename the additional content card, the quick action name, landing page card name, and the corresponding page name are all changed. You add content to the page using page composer.
Each card is secured by the same privilege that secures access to the landing page.
Landing PagePrivilege that Secures Page and Additional Content Card
AbsencesMaintain Self Service Absence Record (ANC_MAINTAIN_SELF_SERVICE_ABSENCE_RECORD)
Benefits Elect Benefits (BEN_ELECT_BENEFITS)
Career and PerformanceAccess My Career and Performance (HRT_ACCESS_MY_CAREER_AND_PERFORMANCE)
Checklist TasksManage Person Allocated Checklist by Worker (PER_MANAGE_PERSON_ALLOCATED_CHECKLIST_BY_WORKER)
Current JobsAccess Internal Candidate Experience (IRC_ACCESS_INTERNAL_CANDIDATE_EXPERIENCE)
DirectoryAccess FUSE Directory Page (PER_FUSE_DIRECTORY)
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1. 2. 3.
4.
5. 6.
Landing PagePrivilege that Secures Page and Additional Content Card
LearningAccess What to Learn (WLF_VIEW_WHAT_TO_LEARN)
Pay Access My Pay (PAY_ACCESS_MY_PAYROLL)
Personal InfoAccess FUSE Personal Information Page (PER_FUSE_PERSONAL_INFORMATION)
STEPS TO ENABLE
To rename and enable additional content cards:
Enable a sandbox.In the main menu, click .Configuration > StructureClick .Me
Select .Quick Actions
Expand the app for which you want to enable the additional content card (i.e. used in this example).PaySelect .Additional Content for Pay
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7.
8. 9.
Change the and as appropriate, and change to or enter an EL expression to Name Image Visible Yes, determine who sees the card.
Save and Close.Navigate to Me > Pay. Select the Additional Content for Pay card and use page composer to add your content.
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Just like other quick actions, when the Additional Content Card is enabled, it will be available in quick actions. You cannot enable the card without enabling the action as well.Only 1 additional content card is available for each app that uses the landing page design. The additional content card from 1 landing page cannot be moved and used in a different landing page. Quick actions on the Show More page are displayed in alphabetical order.
HCM DATA LOADER
HCM Data Loader provides a flexible and efficient method of bulk loading business object data for data-migration and on-going incremental updates to Oracle Human Capital Management Cloud.
ENHANCEMENTS TO DELETE STAGE TABLE DATA PROCESSES INFORMATION
You're recommended to create a schedule for deleting stage table data that are no longer required. If you create no schedule, then a schedule is created automatically. However, until now, you couldn't see the details of existing deletion schedules. From this update, you can review:
The parameters specified for a deletion processThe schedule of a deletion process
On the Processes page, which you open from the Delete Stage Table Data page, you now see a Parameterscontextual action icon for each process. When you click the icon, a dialog box showing the process parameters opens.
Parameters Dialog Box
For parent scheduled processes, the dialog box also contains the process frequency, start date, end date, and next process date.
TIPS AND CONSIDERATIONS
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Also on the Processes page:
A new column, , provides the ID of any process that is the parent of other Scheduling Process IDprocesses.A new column, , includes an icon to identify processes that schedule other processes.Schedule
These enhancements apply to both HCM Data Loader and HCM Spreadsheet Data Loader.
Enhanced Processes Page
STEPS TO ENABLE
You don't need to do anything to enable this feature.
KEY RESOURCES
For more information, go to Applications Help for the following help topics:
Overview of Maintaining the Stage TablesMaintain the HCM Data Loader Stage TablesMaintain the HCM Spreadsheet Data Loader Stage Tables
ENHANCEMENTS TO IMPORT AND LOAD DATA
In this update, several changes have been made to the HCM Data Loader Import and Load Data page to both improve performance and make it easier for you to find key information.
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Improved Import and Load Data Page
Removed Column Group Headings
To streamline the Data Sets and Business Objects tables, the column group headings , Progress Imported , and have been removed.Physical Rows Objects
Fewer Columns Displayed by Default
The number of columns that appear by default in the Data Sets and Business Objects tables has been reduced to make key information easier to find. You can manage the columns by selecting > .View Columns
New Import File Button
To import a file, you simply click the new button to open the Import File dialog box.Import File
Import File Dialog Box
Here, you can select either a local file or a file on the Oracle WebCenter Content server. The Import File button replaces the previous Import File > Import Local File interaction.
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The Processes tab in the Business Objects section displayed information about the processing of a selected data set. The Process tab has been removed in this update and replaced by a separate Processes page. To open the page, you select after selecting a data set in the Data Sets table. Review Processes
Processes Page
New Progress Information for In-Progress Data Sets
To review the progress of a file import, you now select the data set and click in the Data Sets Review Progresssection. The dialog box that opens shows the status of the import and load for each business object in the .zip file.
Progress Dialog Box
This dialog box replaces the Estimated Time Remaining dialog box that used to appear when you clicked the icon in the Business Objects table for in-progress business objects.Load Progress
Error Management
Several design and navigation changes have been made to the error management information to make diagnosis and correction of errors easier. For any data set, you see overall import and load status on the Import and Load Data page.
Process Information Moved to a Separate Page
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Overall Status Icons
The icon appears when errors occur during either the import or the load or both. Click the Messages Messagesicon in the Data Sets table to open the Messages page, where you see the message text for each message and the number of occurrences of the message in the data set.
Messages Page
You can also navigate to this information from the column in the Business Objects table on the MessagesImport and Load Data page.
When you click the message text, the Message Details page opens. This page lists every occurrence of the message in the data set. The information provided depends on whether the error is an import error or a load error. For an import error, you see each failed file line and the associated error message. For a load error, you see a table of the objects in error. For each object, you see source keys, user keys, and the error message.
Objects in Error on the Message Details Page
If an object has multiple user keys, then you can click the contextual information icon to see them all.
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User Keys Dialog Box
To see details of an object in error, you click the icon in the column of the Message Details page Object Detailsto open the Object Hierarchy page. For each component of the object hierarchy, you see source keys, user keys, and any error message.
Object Hierarchy Page
When you click the name of the component in error, the Attribute Details dialog box opens.
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Attribute Details Dialog Box
You can edit attribute values in this dialog box before reloading the object, if required.
Information about failed lines and failed objects now appears on separate pages. To see import errors, you can click the value in the column for a data set or business object to open the Failed Lines page. On Failed Linesthe Failed Lines page, you can see all failed lines and their error messages for the data set or business object, as appropriate.
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Failed Lines Page
If the data set contains multiple object types, then you can select a different object or all objects on the Failed Lines page.
To see load errors, you can click the value in the column for a data set or business object to Failed Objectsopen the Failed Objects page. On this page, you see source keys, user keys, and the error message for each object in error.
Failed Objects Page
If the data set contains multiple object types, then you can select a different object or all objects on the Failed Objects page. If the object has multiple user keys, then you can click the contextual information icon to see them all. To see details of an object in error, you click the Object Details icon for the object to open the Object Hierarchy page.
STEPS TO ENABLE
You don't need to do anything to enable this feature.
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TIPS AND CONSIDERATIONS
On the Import and Load Data page, links to the Failed Lines and Failed Objects pages aren't active for:
Archived data setsData sets for the Payroll integration type
You can link to the Messages page, but message links aren't active on that page.
KEY RESOURCES
For more information, go to Applications Help for the following help topics:
Import and Load DataImport and Load Data Search ResultsReview and Correct Errors
NEW BUSINESS OBJECTS SUPPORTED
You can now load data for the following business objects:
Business Object Product Area Description
Market Data Career Level Compensation
A supplier's definition of a career level, such as entry level, intermediate, professional, or executive
Market Data Career Stream CompensationA career development model that provides a range of levels and skills for each level
Market Data Job Family CompensationJob family definitions provided by a compensation market data supplier
Market Data Job Function CompensationA grouping for related jobs, such as Accounting or Engineering
Market Data Job List CompensationJob definitions provided by a compensation market data supplier
Market Data Location List CompensationA list of locations from compensation market data supplier surveys
Market Data Other Level CompensationAny level other than a career level or career stream
Market Data Survey Data CompensationRaw survey data that you can use to compare external with internal pay practices
You can also:
Update and delete Talent Management Common Note objects.Maintain descriptive flexfield segments for Global HR - Work Structures Collective Agreements objects.Specify the electronic signature to use on the and attributes of the Tasks EsignType SignTemplatecomponent of the Checklist Template object.Specify when an Allocated Checklist is complete and provide an electronic signature for the completion on the Tasks component of the Allocated Checklist object.
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STEPS TO ENABLE
Download the new template to take advantage of the new objects supported.
KEY RESOURCES
For more information, see the following help topic in the Integrating with HCM guide:
Examples of Loading Market Data
ENHANCEMENTS TO VIEW BUSINESS OBJECTS
The View Business Objects page in the Data Exchange work area provides access to detailed information about a selected business object, including:
The component hierarchy of the business objectDetails of the currently selected component, including its parent component, supported actions, and whether it supports integration keysDetails of each attribute of the currently selected component, including its name, type, length, and description
In addition, if you can load flexfields for the component, then the Flexfield Attributes tab provides details of the configured flexfield attributes.
STEPS TO ENABLE
From this update, you can download all of this information for a selected business object to an Excel spreadsheet for offline use. To download the spreadsheet, click the Download icon for the object in the Overview column of the View Business Objects page.
Downloading Object Details
The default file name of the downloaded spreadsheet is GenericBusObjDetails.xlsx, but you can change the name when you save the file. The spreadsheet has three tabs:
Tab Name Description
Hierarchy Details All component-related information from the Business Object Details page for every component of the selected object.
Attributes All attribute details from the Business Object Details page for every component of the selected object.
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Tab Name Description
Flexfield AttributesAll flexfield details from the Business Object Details page for every component of the selected object. If the object has no flexfields, then the tab is blank.
TIPS AND CONSIDERATIONS
You must have installed the Oracle ADF Desktop Integration add-in. To install this add-in, select - Navigator - Tools Download Desktop Integration Installer
To ensure that all available information is included, check whether the object has been refreshed before you download the spreadsheet. If you click the name of the object on the View Business Objects page, then you'll see a warning message if the object needs to be refreshed.
Whenever you open a downloaded spreadsheet, you're invited to sign in again. If you sign in, then the spreadsheet is updated automatically with latest information as you select each tab. These updates will overwrite any changes that you may have made to the spreadsheet. If you prefer to keep your changes, then don't sign in.
KEY RESOURCES
For more information, go to Applications Help for the following help topics:
Sources of Business-Object InformationSetting Up the Desktop Integration for Excel: Procedure
HCM SPREADSHEET DATA LOADER
HCM Data Loader provides a flexible and efficient method of bulk loading business object data for data-migration and on-going incremental updates to Oracle Human Capital Management Cloud.
NEW PREDEFINED SPREADSHEET TEMPLATES
Spreadsheet templates are predefined for some commonly loaded objects. These templates contain columns for all supported components and their attributes.
In this update, the following new spreadsheet templates are provided:
Market Data Career LevelMarket Data Career StreamMarket Data Job FamilyMarket Data Job FunctionMarket Data Job ListMarket Data Location ListMarket Data Other LevelMarket Data Survey Data
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You can search for predefined spreadsheet templates, which have codes beginning with the characters ORA_, on the Manage Spreadsheet Templates page. You can copy the predefined templates and edit them to suit business requirements.
KEY RESOURCES
For more information, see the following help topic in the Integrating with HCM guide located in the Oracle Help Center at docs.oracle.com::
HCM Spreadsheet Data Loader Templates
HCM EXTRACT
HCM Extracts provide a method for extracting data from your HCM applications that can be used for interfacing data to another source or extracting data to integrate reporting across systems.
BUILT-IN CSV OUTPUT
Create a comma-delimited output using the new built-in CSV feature in HCM Extracts. You no longer have to create a template in BI Publisher to produce a comma-delimited output. You can use the existing CSV output type. By leaving the Report and Template Name fields blank the built-in CSV output will be produced. The CSV output is automatically sent to WebCenter Content.
Delivery Option Page with CSV Displaying in the Output Type Field
Here's a sample header record from a generated CSV output:
Header,Request ID,Flow Name,Legislative Data Group ID,Effective Date,Start Date
Header,300100280251022,DELETED_CSV_TEST_01,,2019-01-10,
For each data element the four attributes below are automatically added to the front of the data rows for identification and to establish the hierarchy:
Data_Group_Tag,Record_Tag,UniqueID,ParentRowID,
If your data contains a comma, then you need to create a fast formula to replace the comma with a \, to eliminate the comma.
STEPS TO ENABLE
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STEPS TO ENABLE
You don't need to do anything to enable this feature.
TIPS AND CONSIDERATIONS
By leaving the Report and Template Name fields blank the new CSV output will be produced. The CSV output is automatically sent to WebCenter Content.
REDESIGNED USER EXPERIENCE
Increase user satisfaction with the redesigned pages that now have the same look and feel on desktop and mobile devices. These redesigned pages are both responsive and easy to use on any device, with a modern look and conversational language. Clutter-free pages, with clean lines and just the essential fields, can be personalized to suit.
The pages redesigned below are all part of the Redesigned Cloud User Experience.
HCM EXTRACTS
IMPROVED USER EXPERIENCE FOR HCM EXTRACT
Use the redesigned HCM Extract definition pages, available from the Data Exchange work area, for an improved user experience. The streamlined pages include the define, design, deliver, and validate pages. Navigate to My Client Groups and select the Data Exchange work area to start using the new pages.
Here are the updates to the new pages:
Ability to quickly add multiple database items as attributes in one go.Removal of the seldom-used advanced features so you can more easily create an extract.
All features are still available in the Professional UI.
Auto suggest feature for user entities, threading DBIs, and data group connections.
The application suggests relevant user entities, IDs, number IDs, and common ID fields.
Updates to the UI for creating and editing filters.The Validate button now compiles and validates the extract in one step.Updates to the Search Results UI.
Access the Professional UI using the Edit icon.Submit an extract directly using the Submit icon.
Search Results Page for One Extract with the Action Icons Displaying
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Use the new Attributes tab available from the Design page to quickly add attributes to a record within the extract definition.
Attributes Tab from the Design Page
Select the Add icon and then Database Items to quickly add multiple DBIs.
Search and Select Attributes Dialog Box
The new Edit Filter Criteria Condition UI is simplified and easier to use.
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Edit Filter Criteria Condition Page
With the new Design UI you can right-click the data group to view the available options, such as adding a child data group.
Design Page Displaying a Data Group
The new Deliver page with the Basic Information tab open displaying the new layout for entering a delivery option.
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1. 2. 3. 4. 5. 6.
Deliver Page
STEPS TO ENABLE
If you have not already, in order to enable the new pages, you must enable the following profile option and have enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you have not enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, please see following white paper: HCM Responsive User Experience Setup Information (Document ).2399671.1
Pages to Enable Field Value
ExtractsProfile Option Code HCM_EXTRACT_DEFINITION_RESPONSIVE_ENABLED
Submit Extracts Profile Option Code
HCM_SUBMIT_EXTRACT_RESULTS_RESPONSIVE_ENABLED
View Extracts Results Profile Option Code
HCM_VIEW_EXTRACT_RESULTS_RESPONSIVE_ENABLED
To enable the profile option, navigate to the work area:Setup and Maintenance
Search for and click the task.Manage Administrator Profile ValuesSearch for and select the profile option.Click to add a new .Profile ValueSelect the as .Level SiteEnter a in the field.Y Profile ValueClick and .Save Close
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HCM Responsive User Experience Setup Information- (Document ID )2399671.1
For more information on personalizing pages, refer to the following:
Chapter 3, Page Modification in the Oracle Applications Cloud: Configuring and Extending Applications guide.The Developer Relations Oracle YouTube channel.Page Composer
DATA EXCHANGE
ENHANCEMENTS TO DATA EXCHANGE
The Data Exchange work area has been redesigned for ease of use and responsiveness on mobile devices. The redesigned work area provides new overview pages with summaries of key information for these integration tools:
HCM Data LoaderHCM Spreadsheet Data LoaderHCM Extracts
Data Exchange Work Area
Each card opens an overview page for the relevant integration tool.
HCM Data Loader
The HCM Data Loader overview page provides two summaries:
HCM Data Loader stage table capacity usedRecent file loads
KEY RESOURCES
For more information on creating and enabling the profile options, refer to the following document on My Oracle Support:
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Stage Table Capacity Used
When the number of data lines in the stage tables exceeds 90% of the value of the Maximum Data Lines configuration parameter, the status is labeled as critical and a warning message appears. In Before Archiving
this case, on nonmobile devices you can open the Delete Stage Table Data page directly from this section to reduce the amount of data in the stage tables.
Recent File Loads
By default, the five most recently updated, active data sets appear in update order, with the most recently updated data set appearing first. Icons show the overall status of each data set. You can:
Change the sort order.Filter the list by data set name, status, creator user name, and Oracle WebCenter Content ID.Expand the entry for each data set to show additional information, including the creator user name, the date of the last update, and the numbers of file lines, failed lines, failed objects, and messages.Navigate to details of additional data sets, if more than five data sets exist.
On nonmobile devices, you can select HCM Data Loader tasks from the menu.Actions
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HCM Data Loader Actions Menu
HCM Spreadsheet Data Loader
The HCM Spreadsheet Data Loader overview page provides a summary of recent spreadsheet loads.
Recent Spreadsheet Loads
By default, the five most recently updated, active spreadsheet data sets appear in update order, with the most recently updated appearing first. Icons show the overall status of each data set. You can:
Change the sort order.Filter the list by data set name, status, creator user name, and spreadsheet template.Expand the entry for each data set to show additional information, including the creator user name, the date of the last update, and the numbers of spreadsheet rows, rows uploaded, objects, and objects uploaded.Navigate to details of additional data sets, if more than five data sets exist.
On nonmobile devices, you can select HCM Spreadsheet Data Loader tasks from the menu.Actions
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HCM Spreadsheet Data Loader Actions Menu
HCM Extracts
The HCM Extracts overview page provides a summary of recent extracts.
Recent Extracts
By default, the five most recent extracts appear in submission order, with the most recent extract appearing first. Icons show the overall status of each extract. You can:
Change the sort order.Filter the list by extract name, extract run, submission date, and status.Expand the entry for each extract to show additional information, including the user who submitted the extract, the elapsed time, whether it's recurring, the date when it completed, and how many days ago it ran.Navigate to details of additional extracts, if more than five extracts exist.
On nonmobile devices, you can select HCM Extracts tasks from the menu.Actions
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1. 2. 3. 4. 5. 6.
HCM Extracts Actions
STEPS TO ENABLE
To enable the Data Exchange mobile-responsive pages, you must have enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you have not enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, please see following white paper: HCM Responsive User Experience Setup Information (Document ).2399671.1
Field Value
Profile Option Code HRC_DATAEXCHANGE_RESPONSIVE_ENABLED
To enable the profile option, navigate to the work area:Setup and Maintenance
Search for and click the task.Manage Administrator Profile ValuesSearch for and select the profile option.Click to add a new .Profile ValueSelect the as .Level SiteEnter a in the field.Y Profile ValueClick and .Save Close
When the HRC_DATAEXCHANGE_RESPONSIVE_ENABLED profile option is set to , selecting Y My Client - takes the user to the new Data Exchange work area. The classic Data Exchange Groups Data Exchange
work area is no longer available when the profile option is set to .Y
TIPS AND CONSIDERATIONS
Note the following:
Mobile responsive UIs must be enabled before you can use them.Payroll Batch Loader tasks aren't available in the redesigned Data Exchange work area. However, you can continue to access them in the Payroll work area.On mobile devices, you can see the new overview pages for HCM Data Loader, HCM Spreadsheet Data Loader, and HCM Extracts. These pages provide summary information for recent activities. You can't navigate to related tasks, such as View Business Objects or Run Spreadsheet Data Loader, on mobile devices.
KEY RESOURCES
For more information about mobile-responsive UIs, see the following document on My Oracle Support:
HCM Responsive User Experience Setup Information (Document ID 2399671.1).
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ROLE INFORMATION
Security is unchanged. That is:
You must have a role that's granted the Manage Data Exchange Work Area (HRC_MANAGE_DATA_EXCHANGE_PRIV) function security privilege to access the Data Exchange work area. Many predefined roles, including the Human Capital Management Integration Specialist job role, have this privilege.Each integration tool in the Data Exchange work area is secured by the privileges that secure its tasks. Some are aggregate privileges (with codes beginning ORA_), and some are function security privileges (with codes beginning HRC_).
This table shows the securing privileges for HCM Data Loader access.
Privilege Name Privilege Code
Review HCM Data Loader Business Objects HRC_REVIEW_HDL_BUSINESS_OBJECTS_PRIV
Import and Load HCM Data HRC_IMPORT_AND_LOAD_HCM_DATA_PRIV
Delete HCM Data Loader Stage Data HRC_DELETE_HDL_STAGE_DATA_PRIV
This table shows the securing privileges for HCM Spreadsheet Data Loader access.
Privilege Name Privilege Code
Access HCM Spreadsheet Data Loader Templates ORA_HRC_ACCESS_HSDL_TEMPLATES
Manage HCM Spreadsheet Data Loader Templates ORA_HRC_MANAGE_HSDL_TEMPLATES
Delete HCM Spreadsheet Data Loader Stage Data HRC_DELETE_HSDL_STAGE_DATA_PRIV
This table shows the securing privileges for HCM Extracts access.
Privilege Name Privilege Code
Manage HCM Extract Definition PER_MANAGE_HCM_EXTRACT_DEFINITION_PRIV
Submit a Payroll Process or Report PAY_SUBMIT_A_PAYROLL_PROCESS_OR_REPORT_PRIV
Manage Payroll Flow Pattern PAY_MANAGE_PAYROLL_FLOW_PRIV
Run HCM Extract PER_RUN_HCM_EXTRACT_PRIV
Run HCM Extracts Report PER_RUN_HCM_EXTRACT_REPORT_PRIV
You need just one of the relevant privileges to access the tool. For example, a user who has only the Run HCM Extract function security privilege can access the HCM Extracts card in the Data Exchange work area.
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