Oracle HCM Cloud Common Features Release 11 Release Content Document December 2015 Revised: January 2017
TABLE OF CONTENTS REVISION HISTORY... 3 OVERVIEW... 5 HCM COMMON FEATURES... 6 HCM SECURITY... 6 HCM Security - HCM Data Roles and Security Profiles... 6 HCM Data Roles and Security Profiles - Desktop User Interfaces Converted to Simplified Style... 6 Revoking Security Profiles from Job and Abstract Roles... 6 HCM Security - User and Role-Provisioning Enhancements... 6 Desktop User Interfaces Converted to Simplified Style... 6 User Account Updates for Multiple Users Using HCM Data Loader... 6 Enhanced Autoprovision Roles for All Users Process... 6 Enforcement of Single-Instance Running for Security Processes... 7 ROLE INFORMATION... 8 HCM DATA LOADER... 9 HCM Data Loader Multithreaded Import... 9 Purge Person Data... 9 Upload of Assignment Records with Effective Dates That are Later Than the Termination Date... 9 Simplify Global Transfers Performed by Data Upload... 9 Enhanced Validation of Worker Records by HCM Data Loader... 9 HCM Data Loader Web-Service Method to Monitor Data-Set Status... 9 User-Key Support for Multirow Extensible Key Flexfields... 10 Enhanced Management of User Accounts Using HCM Data Loader... 10 HCM EXTRACT... 11 Disable Extracts... 11 Troubleshoot Extract Runs... 11 Validate Extract Design and Delivery... 11 Compress Extracted Output... 11 View User Entity Details... 11 Create HCM Extracts Quickly... 11 Troubleshoot Extract Runs Further... 12 PAYROLL COMMON FEATURES... 13 Support for Values Defined by Criteria... 13 Fast Formula Support for Expression and Text Editors... 13 HCM MOBILE COMMON FEATURES... 14 Custom Mobile Menus... 14 Mobile Themes... 14 Android Enhancements... 14 2
REVISION HISTORY This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top. The new functionality referenced in this document may not be immediately available to you if your organization chose to opt out of the optional monthly updates. Rest assured you will receive the new functionality in the next quarterly update which is required and cumulative. Quarterly updates are applied in February, May, August, and November. Release Date What s Changed Notes 06 JAN 2017 Oracle HCM Cloud HCM Extracts: Troubleshoot Extract Runs Further delivered in Update 13 (January), which will also be included in the February quarterly update. 02 SEP 2016 Oracle HCM Cloud HCM Data Loader: Enhanced Management of User Accounts Using HCM Data Loader 02 SEP 2016 Oracle HCM Cloud HCM Extracts: Compress Extracted Output 02 SEP 2016 Oracle HCM Cloud HCM Extracts: View User Entity Details 02 SEP 2016 Oracle HCM Cloud HCM Extracts: Create HCM Extracts Quickly 05 AUG 2016 Oracle HCM Security- Data Roles and Security Profiles: Revoking Security Profiles from Job and Abstract Roles 05 AUG 2016 Oracle HCM Cloud HCM Data Loader: HCM Data Loader Web-Service Method to Monitor Data-Set Status 05 AUG 2016 Oracle HCM Cloud HCM Data Loader: User-Key Support for Multirow Extensible Key Flexfields 01 JUL 2016 Oracle HCM Cloud HCM Data Loader: Upload of Assignment Records with Effective Dates that are Later Than the Termination Date 01 JUL 2016 Oracle HCM Cloud HCM Data Loader: Simplify Global Transfers Performed by Data Upload 01 JUL 2016 Oracle HCM Cloud HCM Data Loader: Enhanced Validation of Worker Records by HCM Data Loader delivered in Update 8 (August). delivered in Update 1 (January). delivered in Update 1 (January). delivered in Update 1 (January). delivered in Update 8 (August). delivered in Update 8 (August). delivered in Update 8 (August). delivered in Update 5 (May). delivered in Update 7 (July). delivered in Update 6 (June). 03 JUN 2016 Oracle HDM Common: Role Information Added section on Role Information for Rel 11. 3
Release Date What s Changed Notes 03 JUN 2016 Oracle HCM Cloud HCM Data Loader: Purge Person Data delivered in Update 5 (May). 01 APR 2016 Oracle Fusion HCM Mobile: Custom Mobile Menus delivered in Update 4 (April). 01 APR 2016 Oracle Fusion HCM Mobile: Mobile - Themes delivered in Update 4 (April). 01 APR 2016 Oracle Fusion HCM Mobile: Android Enhancements delivered in Update 4 (April). 15 DEC 2015 Initial Document Creation 4
OVERVIEW 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 the base Talent and Compensation stand alone applications. Optional Reading for HCM Products (Depending on what products are in your cloud service): Talent Management (All Talent applications) Workforce Rewards (Compensation, Benefits, Payroll and Global Payroll Interface) Workforce Management (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. 5
HCM COMMON FEATURES HCM SECURITY HCM SECURITY - HCM DATA ROLES AND SECURITY PROFILES HCM DATA ROLES AND SECURITY PROFILES - DESKTOP USER INTERFACES CONVERTED TO SIMPLIFIED STYLE Simplify the management of HCM data roles and security profiles using the simplified Manage Data Roles and Security Profiles interface. REVOKING SECURITY PROFILES FROM JOB AND ABSTRACT ROLES Simplify the removal of unwanted security profiles from job and abstract roles using the new Revoke Security Profiles button on the Manage Data Roles and Security Profiles page. HCM SECURITY - USER AND ROLE-PROVISIONING ENHANCEMENTS DESKTOP USER INTERFACES CONVERTED TO SIMPLIFIED STYLE Simplify the management of user and role-related information with the two simplified user interfaces: Manage Users (for HCM Foundation customers) My Account USER ACCOUNT UPDATES FOR MULTIPLE USERS USING HCM DATA LOADER Bulk-update user accounts using HCM Data Loader. You can now change user names, suspend and activate user accounts, and create requests to add or remove roles when you update person records using HCM Data Loader. You can also reset a user s credentials-sent indicator so that the user sign-in details can be resent. ENHANCED AUTOPROVISION ROLES FOR ALL USERS PROCESS Improve the performance of role provisioning by batching role requests for later processing. A new parameter, Process Generated Role Requests, is added to the Autoprovision Roles for All Users process. This parameter lets you specify whether to process the generated role requests immediately or defer them as a batch to the next run of the Send Pending LDAP Requests process. 6
ENFORCEMENT OF SINGLE-INSTANCE RUNNING FOR SECURITY PROCESSES Improve the performance of security processes by running only one instance at a time. From this release, you can no longer run more than one instance of each of these processes at once: Send Pending LDAP Requests Retrieve Latest LDAP Changes Autoprovision Roles for All Users. Any attempt to submit additional instances of any of these processes while a previous instance is running is now blocked. 7
ROLE INFORMATION For some Release 11 functions, new aggregate privileges, function security privileges, and transaction analysis duty roles have been added to predefined roles, such as Employee and Human Resource Specialist. If you are not using the predefined roles, then you need to add the new security privileges to your custom roles. Details of this step are provided for each function. If you are using the predefined roles and plan to use the new functions, then you must regenerate the relevant predefined roles to update their data security policies. You need to perform this step for: Predefined abstract roles, such as Employee and Line Manager, to which aggregate privileges have been added. HCM data roles that include job roles to which aggregate privileges have been added. Any job roles to which aggregate privileges have been added and to which HCM security profiles are assigned directly. You do not need to regenerate job roles to which HCM security profiles have not been assigned. 8
HCM DATA LOADER HCM Data Loader provides a flexible and efficient method of bulk loading business object data for datamigration and on-going incremental updates to Oracle Human Capital Management Cloud. HCM DATA LOADER MULTITHREADED IMPORT When loading large volumes of data, HCM Data Loader initiates multiple concurrent processes to stream your file data and import it into stage tables ready for loading. This multithreading is controlled by a parameter you can review when submitting your file. Maximum Concurrent Threads for Import The Maximum Number of Concurrent Threads to initiate when importing data should be set to the maximum number of concurrent threads available. PURGE PERSON DATA Purge person-related data on your test and stage environments. The Purge Person process, available in the Diagnostic Framework, purges all person-related data for specified person records. UPLOAD OF ASSIGNMENT RECORDS WITH EFFECTIVE DATES THAT ARE LATER THAN THE TERMINATION DATE Prevent the upload of invalid data using HCM Data Loader. You can no longer load assignment records that have the status ACTIVE or SUSPENDED where the effective dates are later than the termination date of the relevant work relationship. SIMPLIFY GLOBAL TRANSFERS PERFORMED BY DATA UPLOAD Simplify the management of global transfers in data uploaded using HCM Data Loader with the addition of a new GlobalTransferFlag attribute to the work relationship record. ENHANCED VALIDATION OF WORKER RECORDS BY HCM DATA LOADER Ensure successful upload of worker records with additional validations. Whether creating a worker or updating an existing worker you can now include only one row in the data file for each worker. In addition, when you load a new worker, the worker s Start Date and Effective Start Date values must equal the start date of the worker s earliest work relationship. HCM DATA LOADER WEB-SERVICE METHOD TO MONITOR DATA-SET STATUS Simplify your automated integration solution by using a web-service method to monitor current dataset status. 9
USER-KEY SUPPORT FOR MULTIROW EXTENSIBLE KEY FLEXFIELDS Supply just user keys when loading and maintaining multirow extensible key flexfields using HCM Data Loader. ENHANCED MANAGEMENT OF USER ACCOUNTS USING HCM DATA LOADER Enhance management of user accounts using HCM Data Loader. You can now create user accounts for existing person records. You can also add and remove multiple roles for an existing user. 10
HCM EXTRACT The following HCM Extract features include enhancements for Release 11. DISABLE EXTRACTS Focus on the extracts used frequently by hiding the extracts which are no longer used or have become obsolete. Disabling an extract removes it from the search results and you can search for and view only the extracts you work on currently. If required, you can search for disabled extracts. TROUBLESHOOT EXTRACT RUNS Use the new View Extract Run Details UI to troubleshoot extract runs that are not successful or have not produced the expected data. Review the parameters, the number of records retrieved, the number of records archived, and the information for each child process the extract definition executed. Trace the exact failed step or process and review the process log to identify the issue. Find the record that did not retrieve the expected amount of data, and identify the most time-consuming process to explore the possibilities for improving performance. VALIDATE EXTRACT DESIGN AND DELIVERY Ensure extract design and delivery options are set up correctly using the additional validation features. For example, you can check if all the necessary steps, actions, and connections are performed and that the validity of the configuration is accurate. COMPRESS EXTRACTED OUTPUT Speed up file transfers, use less disk space, and improve overall integration with Fusion HCM by compressing large files ready for extraction. Use this feature with the HCM Connect delivery type. VIEW USER ENTITY DETAILS Discover the data model and associated user entities and DBIs you require to create an extract definition. Easily view all the database item groups available in a user entity. Validate user entities for use in root data groups, analyze the type of user entity, for example, single row, multiple rows, historic or effective dated, and assess the context values required. Review the SQL query the user entity uses and calculate the number of rows retrieved by the user entity query. CREATE HCM EXTRACTS QUICKLY Accelerate the creation of data extracts using seeded extract definitions. Customize the Work Structure and Worker predefined extracts to quickly set up downstream extracts. 11
TROUBLESHOOT EXTRACT RUNS FURTHER Use the Extract Delivery Options tab on the View Extract Results UI to further troubleshoot extract runs that are not successful or have not produced the expected data. Access the Extract Delivery Options tab if using the HCM Connect or Inbound Interface delivery options, and if successful, download the output file. 12
PAYROLL COMMON FEATURES This section describes new features that are relevant if you use features such as elements, formulas, payroll definitions, and database items, even if you don't use Global Payroll. SUPPORT FOR VALUES DEFINED BY CRITERIA Simplify the definition of rates or values based on one or more criteria. For example, you can define employees minimum hourly rates based on their state, county, city, and job. You can now easily calculate these rates or values in a formula, or as part of a rate definition. FAST FORMULA SUPPORT FOR EXPRESSION AND TEXT EDITORS Improved editor type provides additional flexibility when creating or editing formulas. Build more complex formulas for formula types previously restricted to the expression editor, by switching to the text editor. For example, use the text editor to write rules for the payroll relationship group, such as validations or building criteria to define the group. 13
HCM MOBILE COMMON FEATURES This section describes new features that are available across the applications with mobile technology. Mobile technology allows users to access and perform task from any smart device such as a phone or tablet. CUSTOM MOBILE MENUS Enhance Mobile menus giving Administrators the ability to add custom menu items for self-service functions that are not natively built within Mobile. Now you can now link to websites or launch other mobile apps directly from Mobile, extending how you can use and deploy this mobile app in your organization. MOBILE THEMES Support for six out-of-the-box color themes that you can define within the settings area of the Mobile application. You can also set the Mobile logo and watermark that appear in the application by configuring this within Fusion. ANDROID ENHANCEMENTS Expanded support for more Mobile security requirements, we have added two new features to the Android client, a security archive using an Android APK and 2-way SSL. Although we already support a security archive and 2-way SSL on ios, we wanted to offer parity for these same features on Android. A security archive using an Android APK file will be available on OTN. This version of the app can be used by customers using a Mobile Device Management (MDM) provider as part of their implementation. To further extend Mobile security, we now support 2-way SSL for Android. The Oracle IDM and MAF teams delivered this enhancement and the Oracle Mobile Application team has included these changes in the latest 4.2 version of the Android client. --- 14
Copyright 2017, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. 11.13 15