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See What's Coming in Oracle Talent Management Cloud

Release 9

Release Content Document

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TABLE OF CONTENTS

REVISION HISTORY ................................................................................................................................................. 3 HCM COMMON FEATURES ....................................................................................................................................... 4

HCM Extracts ........................................................................................................................................................ 4 Deliver Extracts Using HCM Connect .................................................................................................................................. 4 Control Data Group Connections........................................................................................................................................ 4 Choose Extract Modes ........................................................................................................................................................ 4

Profiles .................................................................................................................................................................. 5 Approvals Based on Content Types .................................................................................................................................... 5 Talent Profile Data Access by Matrix Managers ................................................................................................................. 5

ORACLE FUSION APPLICATIONS SECURITY ..................................................................................................................... 6 Single Console..................................................................................................................................................................... 6 Assisted Search ................................................................................................................................................................... 6 Visualization ....................................................................................................................................................................... 6 Navigator Simulation .......................................................................................................................................................... 6 Copy Roles .......................................................................................................................................................................... 6 Compare Roles.................................................................................................................................................................... 7 Certificates.......................................................................................................................................................................... 7 Reports ............................................................................................................................................................................... 7

ORACLE FUSION GOAL MANAGEMENT ........................................................................................................................ 8 Goal Plan Sets ..................................................................................................................................................................... 8 Assigning Goal Plan Sets When an Employee Transfers ..................................................................................................... 8 Goal Plan Enhancements .................................................................................................................................................... 8 Goal Enhancements ............................................................................................................................................................ 8 Goal Library Enhancements ................................................................................................................................................ 8 Administration of Pending Goals ........................................................................................................................................ 9 Oracle Fusion Transactional Business Intelligence Reporting Support ............................................................................... 9

ORACLE FUSION PERFORMANCE MANAGEMENT .......................................................................................................... 10 Section Comments ............................................................................................................................................................ 10 Matrix Management ......................................................................................................................................................... 10

ORACLE FUSION PROFILE MANAGEMENT ................................................................................................................... 11 Enable Person Profile Data for Fast Formula Calculations ................................................................................................ 11 Extract Predefined and Custom Content for Job Profiles ................................................................................................. 11

ORACLE FUSION TALENT REVIEW AND SUCCESSION MANAGEMENT ................................................................................. 12 Switch Nbox Views ........................................................................................................................................................... 12 Manage Potential Assessment ......................................................................................................................................... 12 Easily Distinguish Workers in Your Review Populations ................................................................................................... 12 Default View on Organization Chart ................................................................................................................................. 12 Select Multiple Workers to Compare ............................................................................................................................... 12 Easier Navigation from Meeting Notifications to Prepare Review Content Work Area ................................................... 13 Save Talent Review Meetings While Creating Them ........................................................................................................ 13

ORACLE FUSION WORKFORCE REPUTATION MANAGEMENT ........................................................................................... 14 Subject Matter Expert Definition ...................................................................................................................................... 14 Enhanced Search Feature ................................................................................................................................................. 14 Endorsements ................................................................................................................................................................... 14 Simplified Manager Self-Service User Interface ............................................................................................................... 14 Quick Reputation and Compliance Reports ...................................................................................................................... 15

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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.

Date What’s Changed Notes 8/27/2015 Profile Management: Enable Profile Data for Fast

Formula Calculations Added new information delivered in Update 2.

8/27/2015 Profile Management: Extract Predefined and Custom Content for Job Profiles

Added new information delivered in Update 9.

7/31/2015 Administration of Pending Goals Added new information delivered in Update 8.

4/30/15 HCM Common Features: Profiles: Talent Profile Data Access by Matrix Managers

Added new information delivered in Update 2.

4/30/15 HCM Common Features: Profiles: Approvals Based on Content Types

Added new information delivered in Update 2.

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HCM COMMON FEATURES

The following HCM common features include enhancements for Release 9:

HCM Extracts Profiles

HCM EXTRACTS

Use HCM Extracts for archiving, reporting, and as an outbound interfacing tool. The Data Exchange work area allows you to perform tasks related to inbound and outbound interfaces, which allows exchange of data between different HR applications. Inbound data exchanges are accomplished through loaders and outbound data exchanges are accomplished using extracts.

DELIVER EXTRACTS USING HCM CONNECT

HCM Connect customers can generate encrypted extracts by specifying delivery options in the extract definition. Deliver extracts using the HCM Connect delivery option.

CONTROL DATA GROUP CONNECTIONS

Review automatically generated connections in the Extracts Validate page. Connections are created automatically if the same database items exist across data groups. This feature enables you to review, update, and delete data group connections

CHOOSE EXTRACT MODES

Configure the PER_EXT_CHANGES_ONLY lookup with the Changes Only parameter to select different extract modes when submitting extracts.

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PROFILES

This section describes new features for profiles that support the Talent Cloud.

APPROVALS BASED ON CONTENT TYPES

You can now define whether approval is required for changes to each content type, including a custom content type. You can use this feature to send approval requests for a specific content type to different approvers.

TALENT PROFILE DATA ACCESS BY MATRIX MANAGERS

Matrix managers can now view or update talent profile data (both person and job profiles) of their dotted-line reports. The content section access region of a profile type now includes matrix manager as an option. Using this option, HR specialists or implementers can provide view or update access to talent profile data for matrix managers. In addition, a notification is sent to a dotted-line report when the matrix manager updates the report’s profile.

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ORACLE FUSION APPLICATIONS SECURITY

Oracle Fusion Applications Security provides a single console in which security managers and security administrators can design and modify roles in Oracle Fusion Applications. You can model applications-menu and task-pane entries for any role and generate a set of security reports.

SINGLE CONSOLE

Using this feature, you can perform all role-design tasks from a single console. You can also execute role-management activities that had previously required two tools: Oracle Identity Manager and Authorization Policy Manager. Visualize relationships among roles, and create, edit, copy, and compare roles.

ASSISTED SEARCH

You can now search across all security artifacts, including users, roles, and function privileges. You are provided faceted, or categorized, search suggestions as you enter search criteria. You can refine search criteria by facets to find artifacts quickly.

VISUALIZATION

You can now use a graphic visualization tool to understand the relationships among security artifacts. In a single screen, quickly determine the role-hierarchy structure, the privileges granted to each role, and the users assigned to each role. Use elegant navigation features to expand and collapse areas of the graph, zoom in an out to focus on areas, magnify areas of the graph, and launch appropriate actions for a role.

NAVIGATOR SIMULATION

The new navigator menu simulator displays the menus users will see in the Fusion Navigator menu or in work-area task panels. When, for example, a particular menu item is inaccessible to a user, this simulator can identify the roles and privileges that will make that menu item accessible. It can simulate menus for particular users or roles.

COPY ROLES

You can search easily for a reference role, copy that role quickly, and walk through an all-inclusive role-design wizard. Make any adjustments you require. For example, you can exclude or add privileges that fit the role to your business needs.

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COMPARE ROLES

You can now compare any two roles to see the structural differences between them, including differences in privileges, data security policies, and inherited roles. Using the console, view artifacts that exist only in one role or the other, or only in both. Stay ahead of upgrade changes: Compare your existing role to the role as Oracle has most recently shipped. Determine which functions are appropriate to uptake. Then use the search and visualization tools to determine which users will be impacted and need to be trained on functionality changes.

CERTIFICATES

Generate or import x.509 and PGP format digital certificates. You can also export saved certificates for signing by a certifying authority or for use in other certificate applications.

REPORTS

Three reports about your security implementation are available:

User and Role Access Audit Report lists each user’s job roles, duties assigned to those job roles, privileges granted to those duties, and data security policies.

Inactive Users Report states the number of days each user has been inactive. Role Optimization Report performs job role privilege cluster analysis with the objective of

minimizing the number of roles, role memberships, and privilege grants.

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ORACLE FUSION GOAL MANAGEMENT

Using Oracle Fusion Goal Management, you can transform business objectives into goals across various organization levels, providing a clear line of sight from managers to employees. Business leaders can communicate high-level initiatives, which managers can translate into goals for their employees.

GOAL PLAN SETS

A goal plan set is a new feature that allows HR Specialists to group performance goal plans for the purpose of assigning the goal plans, together as a group, to individuals or a group of people defined by an eligibility profile. Each goal plan in a set is weighted against each other for a single worker. In the same way that goal plans are used to combine goals for the purpose of weighting the goals against each other, goal plan sets can be used to combine goal plans for weighting and assignments of goal plans.

ASSIGNING GOAL PLAN SETS WHEN AN EMPLOYEE TRANSFERS

Assignments of goal plan sets during employee transfers are supported by setting the assignment of goal plan sets on a recurring schedule, such as daily, weekly, monthly, or any other schedule. HR Specialists can view the assignments of pre- and post-transfer goal plan sets to make sure they are correctly assigned, and then submit the process again to apply the changes once the application-assigned dates have been reviewed and, if necessary, corrected.

GOAL PLAN ENHANCEMENTS

Goals in each goal plan might be treated differently for compensation or performance evaluation purposes. To control the behavior of and access to the goals in a goal plan, several attributes have been added to goal plans. Specifically, these attributes control whether or not goals can be automatically assigned to the goal plan based on the goal dates, whether or not the weights of the goals in the goal plan must total 100%, and who can update the goal after it has been assigned to the worker.

GOAL ENHANCEMENTS

Access to a goal and add and edit capability for a goal are now based on the goal plan containing the goal. Additionally, the measurement attribute associated with a goal is enhanced to support multiple measurements for the same type.

GOAL LIBRARY ENHANCEMENTS

The goal library will support unique user-defined keys for goals, and provides a mechanism to control access to the library goals based on a user’s role. Additionally, when the goal library is searched, the results list will be sorted in a more meaningful way to facilitate retrieving desired goals.

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ADMINISTRATION OF PENDING GOALS

HR Specialist role can now approve or reject pending goals using the Administer Goals task. Pending goals are a list of worker goals pending approval.

ORACLE FUSION TRANSACTIONAL BUSINESS INTELLIGENCE REPORTING SUPPORT

Oracle Fusion Transactional Business Intelligence subject areas, dimensions, and measures have been added or modified to support the schema additions and modifications made to support other features.

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ORACLE FUSION PERFORMANCE MANAGEMENT

Oracle Fusion Performance Management supports features and functions for measuring and reporting worker performance.

SECTION COMMENTS

Workers, managers, and participants can now provide section level comments for competencies and goals sections.

MATRIX MANAGEMENT

Performance Management now supports matrix management functionality. This functionality allows other managers of the worker’s assignment, who are not identified as the line manager, to view the ratings, comments, and questionnaire responses submitted by the worker or other participants while evaluating the worker. Matrix managers can also view the content submitted by the line manager when the line manager completes the evaluation. The matrix management solution leverages the existing Manage Participant Feedback task to allow matrix managers to provide and view ratings and comments. You can continue to use the task for either or both participant feedback and matrix management support.

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ORACLE FUSION PROFILE MANAGEMENT

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

ENABLE PERSON PROFILE DATA FOR FAST FORMULA CALCULATIONS

All person profile attributes, predefined or custom, are now available as database items for use in fast formula calculations. You can add formulas that reference person profile data to the compensation worksheet for compensation calculations. A new user entity HRT_PERSON_GENERIC_CONTENT_TYPE_UE is available for this feature. HR specialists can create fast formulas based on database items specific to this user entity. To create a fast formula, HR specialists can use the Manage Fast Formulas task from the Setup and Maintenance work area.

EXTRACT PREDEFINED AND CUSTOM CONTENT FOR JOB PROFILES

HR specialists can now use the HCM extracts feature to extract data from predefined and custom content items, and content types associated with the job profile from Oracle Fusion Profile Management. A new user entity HRT_EXT_PROFILE_ITEM_UE is available for this feature. HR specialists can use this user entity to extract predefined or custom content for the person profile. To extract job or person profile data, HR specialists use the Manage HCM Extract Definitions task from the Data Exchange work area.

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ORACLE FUSION TALENT REVIEW AND SUCCESSION MANAGEMENT

Oracle Fusion Talent Review is an analytic product enabling your organization to review and evaluate data from the profile, performance, goals, and compensation management solutions. Using Oracle Fusion Succession Management, you can create succession plans to replace key personnel. Succession plans identify workers who are ready now, or can develop the necessary skills for jobs and positions that aren't currently vacant thereby ensuring a smooth transition and help you to manage candidate development.

SWITCH NBOX VIEWS

You can now configure the box chart matrix Nbox with more views to review and update additional worker ratings. You can configure the box chart to use multiple views using two rating types as X- and Y-axes, or one rating type as a single rating, to review these ratings:

Performance Potential Overall Competencies Rating Overall Goals Rating Impact of Loss Risk of Loss Talent Score

MANAGE POTENTIAL ASSESSMENT

This task is now in the Fusion Setup and Maintenance work area so you can configure the potential assessment along with other setup and maintenance tasks.

EASILY DISTINGUISH WORKERS IN YOUR REVIEW POPULATIONS

We added e-mail addresses to the Select Review Population page you use when creating meetings, and the dashboard table view, so you can more easily distinguish among workers with the same names.

DEFAULT VIEW ON ORGANIZATION CHART

When you open the organization chart from the Talent Review meeting dashboard, the organization of the business meeting leader is the default view that appears.

SELECT MULTIPLE WORKERS TO COMPARE

Now you can select multiple workers on the Talent Review meeting dashboard to compare their work history and skills in a single step.

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EASIER NAVIGATION FROM MEETING NOTIFICATIONS TO PREPARE REVIEW CONTENT WORK AREA

There is now a link in the meeting notifications so your business leaders and reviewers can navigate directly to the Prepare Review Content work area. Meeting participants with no reviewing responsibilities for a particular meeting do not see a link in their notifications.

SAVE TALENT REVIEW MEETINGS WHILE CREATING THEM

If interrupted while creating a talent review meeting, you can now save your work and resume creating the meeting at your convenience.

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ORACLE FUSION WORKFORCE REPUTATION MANAGEMENT

Oracle Fusion Workforce Reputation Management harnesses social networks to help organizations discover, mobilize, and retain talent. It provides insight into the social reputation and influence of workers and candidates. It also helps organizations to monitor workers’ compliance with social-media policy, and to mitigate social-media risk.

SUBJECT MATTER EXPERT DEFINITION

Line managers seeking individuals with a reputation as subject matter expert in specific skill areas can now use the Subject Matter Expert Definition feature to do so. This is an advanced search option available as part of the Search and Review Skills task. This feature enables managers to search for subject matter experts in relevant skills areas, and supports selecting and prioritizing the skills to add to the search criteria. The subject matter expert score is displayed for each profile returned in the search results. This score is based on a run time analytic that measures the relative expertise of each individual across the skills defined.

ENHANCED SEARCH FEATURE

The Search and Review Skills feature now includes a faceted search capability enabling users to easily filter on search results. The faceted search attributes include subject or population type, organization, network sources, skills, location, title, and years of experience. You can view search results in profile-card and grid views. The grid view, new in this release, supports the same data as presented in the profile-card view but enables the line manager to sort and easily compare individuals in the result set. Additionally, you can save search queries and download results to a Microsoft Excel file.

ENDORSEMENTS

Workers can now enter endorsements for others, and view the endorsements and comments made about their skills, by other workers. The worker’s profile picture, name, and title appear on the new My Endorsements tab, as well as a list of the worker’s skills, endorsements, and comments made about the worker’s skill set. Workers can search for other workers, view their skills, endorse workers by selecting or highlighting the relevant skills, and make comments about the worker.

SIMPLIFIED MANAGER SELF-SERVICE USER INTERFACE

In the simplified user interface, in the Team Talent page, line managers can now view the reputation scores for their teams. The new interface enables line managers to filter and sort their team members, and view their team members’ reputation scores in different time periods. The new interface displays the score velocity and a graph representing a person’s scores over various periods of time. Line managers can also view which team members are not participating in the reputation score program.

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QUICK REPUTATION AND COMPLIANCE REPORTS

The Reputation and Compliance Trends pages now include a Quick Reports feature, which provides users the ability to build quick reports around reputation scores and compliance policies, using various selection options. Report options include:

Report type:

o Top 3 scores/velocity o Top 5 scores/velocity o Top 10 scores/velocity o Last 3 scores/velocity o Last 5 scores/velocity o Last 10 scores/velocity

Period Population Global versus team

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