Oracle Global HR Newsfeed

User Experience

Instructions for using Global HR in the Newsfeed (Responsive) user

experience.

Dec 2021 | Version 1.00

Copyright © 2021, Oracle and/or its affiliates
PURPOSE STATEMENT
This document provides an overview of features and enhancements included in Oracle HCM Cloud. It is intended solely to
help you assess the business benefits of upgrading to the Newsfeed User Experience, Releases 20B and beyond.

DISCLAIMER
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Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle software
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information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without
prior written consent of Oracle. This document is not part of your license agreement, nor can it be incorporated into any
contractual agreement with Oracle or its subsidiaries or affiliates.

This document is for informational purposes only and is intended solely to assist you in planning for the implementation
and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and
should not be relied upon in making purchasing decisions. The development, release, and timing of any features or
functionality described in this document remains at the sole discretion of Oracle.

Due to the nature of the product architecture, it may not be possible to safely include all features described in this document
without risking significant destabilization of the code.
TABLE OF CONTENTS
Purpose Statement 2
Disclaimer 2
Introduction 4
Simplified Navigation 4
Configurable Search 6
Simplified Transaction 6
Person Management Work Area 6
New Person Work Area 9
Workforce Structures Work Area 9
Introduction
Oracle HCM Cloud has updated the look and feel of many of the business processes, and pages, in order to
provide a better user experience. With this ‘responsive’ redesign, pages are ‘responsive’ to the user device, look
more modern, simplified, and business processes have been streamlined. The design helps people who are on
the go and accessing the application with a mobile device or tablet. In addition, you have more control over the
configuration of the responsive pages with the HCM Experience Design Studio, as user tasks can be broken
down into a series of steps and fields based on a variety of parameters and your best practices. If you are still
using the older HCM Classic (Simplified) user interface, we encourage you to complete your transition to the
HCM Responsive User Experience as soon as possible.

Oracle has decommissioned the HCM Classic (Simplified) user interface in Fusion Applications Release 20B.
Responsive pages are enabled via Profile settings; see My Oracle Support Doc ID 2399671.1 for details how to
manage responsive profile settings. While the majority of the Classic pages have been replaced with responsive
pages, a handful of pages will remain in the Classic user interface, such as Departments, Action Reasons, and
Mass Assignment Updates. If a Responsive page does become available in the future, Release documentation
will include specifics about the page and Profile setting.

Simplified Navigation

Each new Responsive page is either a direct replacement for a Classic page, or a replacement for a Classic page
with a design improvement to make the user’s task more intuitive and simpler.

• Each Responsive page has a corresponding Quick Action

• Each Quick Action is separately secured thus allowing more targeted business practices
• Each Quick Action is available from the Newsfeed homepage, in the Global Search, as deep links, from
the SmartNav window, and from the Oracle Digital Assistant
• Majority of the Responsive pages are supported by the HCM Experience Design Studio which allows
configuring tasks to meet precise customer needs

We encourage you to turn on the Global Search so that users can quickly search on either a person, or search
for a task. Searching for a person then selecting the person from the Global Search results, or searching for a
task first followed by a Person search, greatly expedites the user’s navigation. Using the Global Search along
with Quick Actions, or navigating directly to a Quick Action, have been researched and measured to be a much
quicker form of navigation in the following ways (examples):

1. Person task, update Address

a. Classic navigation: click on “Person Management” app, click in Name search field, type in
worker’s name, click on “Search”, click on the row with the worker, click on the Actions button,
click on Person and Employment, click on Person, click on Actions (within Name and Address”
region), click on Update, enter an effective date, click on OK, enter address details, click on OK,
click on Submit
Total clicks: 12
 b. Responsive navigation (option 1): click on Global Search, type in ‘Contact Information’ and hit
Enter, click in Search field, type in worker’s name and click on worker’s name in search results;
click on pencil icon next to address, enter address details, click on Submit
Total clicks: 5
c. Responsive navigation (option 2): under My Client Groups > Quick Actions click on Contact Info,
click on Search field, type in worker’s name and click on worker’s name in search results; click
on pencil icon next to address, enter address details, click on Submit
Total clicks: 5

2. Manage Employment task, Change Manager transaction

a. Classic Navigation: click on “Person Management” app, click in Name search field, type in
worker’s name, click on “Search”, click on the worker’s name, click on Edit, click on Update,
select Effective Date, select Action of Manager Change, select Reason, click OK, in Managers
region click on pencil icon, type in new manager’s name, click OK, click Review, click Submit
Total clicks: 11
b. Responsive Navigation: either click on Change Manager quick action, or click on Global Search
and type in Change Manager and click on Change Manager, click in Search field, type in
worker’s name and click on worker’s name in search results; enter Effective Date, select Action,
select Reason, click Continue, choose a new Manager, click Submit
Total clicks: 6

The above examples show how the initiation of a task is quicker, instead of navigating through Person
Management process flows, navigating directly to the action the user would like to take is quicker and more
intuitive. Users often have a list of tasks for workers to complete, and the combination of Global Search and
Quick Actions, or just Quick Actions alone will get the user to the task more rapidly.

The above examples also show how the completion of a task is quicker and more intuitive. Each quick action is
a dedicated process (e.g. name change, or change manager), which expedites the task completion time because
the Classic pages were a combination of tasks in which the user had to overlook in order to only update a subset
of items on a large and complex page.

If a user is performing multiple tasks on a single person in sequence, the user can either complete one task and
simply select the next Quick Action from the home page, or use the Global Search to find either the person or
the next Quick Action.

In addition, the Global Search has been enhanced to display the last person searched for, or the last person
acted upon, as the first person shown for rapid, repeat navigation. Quick Actions will also appear as the most
recently searched item so if the user is performing repeated actions, using the Quick Actions recent actions
feature will save the user time. Quick actions are the most efficient way of performing multiple, sequential
actions on a single person, as well as the most efficient way of performing multiple, repeat quick actions one
after the other. In order to enable Global Search see the following Support document: Fusion Global HR: How to
Apply for Oracle Search-Based Global Search Under Controlled Availability (Doc ID 2743208.1)

In addition to the Global Search, and as another option to replace Person Management, Directory can be used
as a search for Professional Users. The Directory ‘Advanced Search’ duplicates much of the Person
Management person search, including important features such as terminated / inactive persons, and date
effective searches such as for future dated hires. The Directory search can be added as a replacement ‘app’ tile
on the Newsfeed Homepage to replace the “Person Management” app tile. Professional users can then search
for a person using basic or advanced search parameters, and also navigate to the Person Spotlight, which is the
responsive replacement for the Person Management work area. Person Spotlight contains more ‘tabs’ and
more actions than the (classic) Person Management work area provided.
Configurable Search

In Update 21D the configurable List of Values (LOVs) were introduced. The following (REST) LOVs now allow
you to choose which columns to show to your end user:

- Workers
- Countries
- Phone Countries
- Positions
- Departments
- Jobs
- Locations

In addition if you have Oracle Search enabled, the following LOVs now offer additional columns in order to
further enhance your users LOVs:

- Workers
- Positions
- Departments
- Locations

The additional fields in the search LOVs will greatly enhance the user’s experience, for example you can add
Incumbent Name in the Position LOV, or Location in the Person LOV, or Code in the Department LOV.

Simplified Transaction

The above user experiences can be even further simplified using HCM Experience Design Studio. Transactions
can be configured using a variety of parameters to only show fields that are necessary based on your
requirements. For example. if Action Reason is not important on the Change Manager transaction you can
simply turn off (hide) the Action Reason field thus making the user experience more intuitive to the end user.
Please refer to MOS MOS Doc ID 2504404.1 “Transaction Design Studio – What It Is and How It Works”
The HCM Experience Design Studio also offers a business rules feature that you can deploy to not only default
field values, but also validate user entry based on complex rules such as the relationship between two or more
fields within a transaction. This ‘Autocomplete’ rules functionality will be applied on the end user experience
(UI) or on the HCM Data Loader create and update functions as well. See the MOS KM document Fusion HCM
Cloud: Enabling Autocomplete Rules Feature Starting with Release 21B (Doc ID 2767655.1)for more information
about the HCM AutoComplete functionality.

SUGGESTION: we recommend that you use either the Global Search or direct navigation via Quick Actions
SUGGESTION: we recommend that you use HCM Experience Design Studio to configure the delivered
transactions to meet your needs

Person Management Work Area

The Person Management work area was decommissioned in 20C. Users will continue to have access to the
work area, but the work area will not receive any enhancements or fixes. Instead, we have introduced many new
responsive pages that supersede the pages included in the Person Management work area, so we encourage
you to begin to use these pages as soon as possible. That means that all the initial pages, and all the drill down
pages will have an equivalent (a more efficient) process waiting for you in the Responsive user experience.

We measure the changes in overall efficiencies; in effort it takes the user to initiate a task, the amount of time it
takes to complete a task, as well as the number of clicks it takes to complete a task. We have engineered the
responsive pages to exceed in all the above categories.

Each Person Management work area tab has an equivalent Quick Action. The majority of the Person
Management work area tabs will have a Responsive page to supplant the Classic page, and therefore the Quick
Actions will lead to Responsive pages (when the profile is set to Yes)

Person Management tabs Responsive page & Quick Action title

Manage Person (see Manage Person details below)
Manage Employment (see Manage Employment details below)
Manage Work Relationship (see Manage Employment details below)
Allocate Checklists Allocate Checklists
Seniority Dates Seniority Dates
Direct Reports (see Manage Employment details below)
Create Work Relationship (see Manage Employment details below)
Areas of Responsibility Areas of Responsibility, and
Maintain Areas of Responsibility
User Account Manage User Accounts
Talent Profile Talent Profile
Document Records Document Records
Person Identifiers for External Applications Person Identifiers for External Applications
Workforce Modeling Workforce Modeling * (Classic)
Compensation tabs Responsive page & Quick Action title
Change Salary Change Salary
Individual Compensation Individual Compensation
View Comp History View Compensation History
View Total Compensation Statement View Generated Statements

Payroll tabs Responsive page & Quick Action title

Costing for a Person Costing for Persons * (classic)
Calculation Cards Calculation Cards * (classic)
Personal Payment Methods Payment Methods
Payroll Relationship Payroll Relationship
Element Entries Element Entries (responsive in future release)
View Payslip Payslips
n/a Manage Calculation Entries (new in responsive)

Absences tabs Responsive page & Quick Action title

Absence Cases Absence Cases * (classic)
Absence Records Absence Records (responsive in future release)
Work Schedule Assignment Work Schedule Assignment (responsive in future release)

* items that will remain in Classic

Manage Person
The (Manage) Person page has been re-categorized for more intuitive and quicker data entry. Each region on
the (Manage Person) page can be found in the following responsive pages. Each of these pages also have a
dedicated Quick Action.

Classic Manage Person regions Responsive page & Quick Action title
Name and Addresses Contact Information (for addresses)
Personal Details (for names)
Communication Methods Contact Information (for phones, emails, and other communication
accounts)
National Identifiers Personal Details
Biographical Info Personal Details
Legislative Info Personal Details
Contacts Family and Emergency Contacts
Documents Identification Information
Disabilities Personal Details
Extra Information Additional Person Information

The reason for splitting the Manage Person page into a few different pages was to:
- simplify the employee self-service transactions
- allow for more targeted and configurable business processes
- allow Employees and HR professionals to use similar pages
- enable approvals to be turned on for individual objects such as Name changes but not Address changes

Manage Employment and Manage Work Relationship pages

The main Classic pages of Manage Employment and Work Relationship have been combined into a single page
of Employment Info. Here is how you perform a few of the basic tasks within this new page:

• Corrections and Deletions are done from the Employment Info -> Employment Details page; user must
first pick the record to be deleted or corrected from the Employment History region, then the user will
be taken to that historical record in the Employment Details page
• History and Future Updates are viewable and navigable from the Employment Info page
• Updates are initiated from the Employment Info page, and completed using the Employment compact
guided process transactions: e.g. Change Assignment, Promote, Change Manager, Change Location,
Local and Global Transfer, Change Working Hours, and Termination

Classic Manage Employment pages Responsive page & Quick Action title
Manage Employment
View Employment History and Future Employment Info
Actions
Manage/View Employment Contracts Employment Contracts

Change Assignment Change Assignment

Change Location Change Location
Change Manager Change Manager
Change Working Hours Change Working Hours
Direct Reports Direct Reports
Promote Promote
Transfer Transfer
Add Assignment and Add Temporary Add Assignment
Assignment

Global Transfer and Global Temporary Local and Global Transfer

Assignment

Work Relationship Actions

Create Work Relationship Create Work Relationship
Work Relationship (Manage) Work Relationship
Work Relationship (Cancel Work Cancel Work Relationship
Relationship)
Work Relationship (Terminate) Termination

New Person Work Area

Our recommendation for Add Person flows is:

1. If Oracle Taleo Recruiting Cloud Service integration is enabled, or when customers wish to use Person
Profile train stop in Pending Worker flow, it's recommended you use the New Person app. This app
launches the classic Add Person flows and the classic New Workers table (including Selected Candidates
tab), even if the responsive UIs are turned on.

These Quick Actions for adding a new person will always lead the user to the Responsive pages for:
• Hire an Employee
• Add a Contingent Worker
• Add a Pending Worker
• Add a Nonworker
• Pending Workers

2. If Oracle Taleo Recruiting Cloud Service integration is not enabled and you don't want to enter person
profiles for pending workers, we recommend that you use the Pending Workers quick action to access
the Pending Workers table. In addition, you should use the Quick Actions for these individual flows if
you do not need to manage the new person records via Pending Worker: Hire an Employee, Add a
Contingent Worker, Add a Nonworker.

If Oracle Recruiting Cloud is used, or another Recruiting vendor, it is recommended that the responsive
Pending Workers, and Add Person pages are deployed.

Workforce Structures Work Area

The Workforce Structures work area was decommissioned in 20B. Instead, we have introduced many new
responsive pages that supersede the pages included in the Workforce Structures work area, so we encourage
you to begin to use these pages as soon as possible. That means that all the initial pages, and all the drill down
pages have an equivalent (a more efficient) process waiting for you in the Responsive user experience.

Classic Workforce Structures pages Replacement Page & Quick Action title
Manage Positions Position Details (responsive)
Request New Position (responsive)
Request Position Update (responsive)
Manage Position Trees Manage Position Trees (classic)
Manage Jobs Manage Jobs (responsive)
Manage Job Families Manage Job Families (classic)
Manage Grade Rates
Manage Grade Ladders
Manage Grades
Manage Departments
Manage Department Trees
Manage Divisions
Manage Disability Organizations
Manage Reporting Establishments
Manage Organization Trees
Manage Enterprise HCM Information
Manage Worker Unions
Manage Locations
Person Security Profiles
Organization Security Profiles
Position Security Profiles
Legislative Data Group Security Profiles
Country Security Profiles
Document Type Security Profiles
Transaction Security Profiles
Data Roles and Security Profiles
Role Mappings
Preview HCM Data Security
HCM Exclusion Rules
Manage Collective Agreements
Configure Actions
Action Reasons
Assignment Statuses
Manage Approval Transactions
Maintain Areas of Responsibility

ADDITIONAL NOTES:

For information, video links and next steps, please see My Oracle Support Doc ID 2399671.1 HCM Responsive
User Experience Setup Information – Profile Options and Displayed Fields.

And be sure to check out the “HCM Responsive User Experience Uptake Tool”, MOS Doc ID 2643052.1