Use Chat For HCM v1.3

Use Chat for HCM
TABLE OF CONTENTS
ARCHITECTURE DESIGN ..........................................................................................................................................4
ACTORS ..................................................................................................................................................................... 5
HINTS & TIPS ............................................................................................................................................................ 5
DELIVERED INTENTS ............................................................................................................................................... 6
ABSENCEBALANCE.VIEW.OTHERS .................................................................................................................................................. 6
ABSENCEBALANCE.VIEW.SELF ....................................................................................................................................................... 6
ABSENCEFORDURATION.VIEW.OTHERS ......................................................................................................................................... 7
ABSENCEFORDURATION.VIEW.SELF .............................................................................................................................................. 7
ABSENCEFUTURE.VIEW.OTHERS .................................................................................................................................................... 8
ABSENCEFUTURE.VIEW.SELF ......................................................................................................................................................... 8
ABSENCEPAST.VIEW.OTHERS ........................................................................................................................................................ 9
ABSENCEPAST.VIEW.SELF.............................................................................................................................................................. 9
ASSIGNMENT.ADD.OTHERS .......................................................................................................................................................... 10
ASSIGNMENT.MANAGE.OTHERS .................................................................................................................................................. 10
ASSIGNMENT.MANAGE.SELF ..........................................................................................................................................................11
ASSIGNMENT.VIEW.OTHER ............................................................................................................................................................11
ASSIGNMENT.VIEW.OTHER ........................................................................................................................................................... 12
BENEFITSCOVERAGE.VIEW.OTHERS .............................................................................................................................................. 12
BENEFITSCOVERAGE.VIEW.SELF .................................................................................................................................................... 13
BENEFITSPLANINFO.MANAGE.ALL ................................................................................................................................................14
BENEFITSPLANINFO.VIEW.OTHERS ...............................................................................................................................................14
BENEFITSPLANINFO.VIEW.SELF ..................................................................................................................................................... 15
CONTACTINFO.MANAGE.OTHERS ................................................................................................................................................. 15
CONTACTINFO.MANAGE.SELF ......................................................................................................................................................16
CONTACTINFO.VIEW.OTHERS ....................................................................................................................................................... 16
CONTACTINFO.VIEW.SELF............................................................................................................................................................. 17
DEPARTMENT.MANAGE.SELF ........................................................................................................................................................ 17
DEPARTMENT.VIEW.OTHERS ........................................................................................................................................................18
DEPARTMENT.VIEW.SELF .............................................................................................................................................................. 18
DIRECTREPORTS.MANAGE.SELF ................................................................................................................................................... 19
DIRECTREPORTS.VIEW.OTHERS .................................................................................................................................................... 19
DIRECTREPORTS.VIEW.SELF ........................................................................................................................................................ 20
EMAIL.MANAGE.OTHER ............................................................................................................................................................... 20
EMAIL.MANAGE.SELF .................................................................................................................................................................... 21
EMAIL.VIEW.OTHER ...................................................................................................................................................................... 21
EMAIL.VIEW.SELF ......................................................................................................................................................................... 22
EMERGENCYCONTACTS.MANAGE.OTHERS .................................................................................................................................. 22
EMERGENCYCONTACTS.MANAGE.SELF ....................................................................................................................................... 23
EMERGENCYCONTACTS.VIEW.OTHERS ........................................................................................................................................ 23
1 HOW-TO / Use Chat for HCM / Version 1.1

Copyright © 2022, Oracle and/or its affiliates / Public
EMERGENCYCONTACTS.VIEW.SELF ............................................................................................................................................. 24
FEEDBACK.ADD.OTHERS .............................................................................................................................................................. 24
FEEDBACK.MANAGE.OTHERS ....................................................................................................................................................... 25
FEEDBACK.MANAGE.SELF ............................................................................................................................................................ 26
FEEDBACK.VIEW.OTHERS ............................................................................................................................................................. 26
FEEDBACK.VIEW.SELF .................................................................................................................................................................. 27
HIRE.WORKER .............................................................................................................................................................................. 27
HIREDATE.MANAGE.OTHERS........................................................................................................................................................ 28
HIREDATE.MANAGE.SELF ............................................................................................................................................................. 28
HIREDATE.VIEW.OTHERS .............................................................................................................................................................. 29
HIREDATE.VIEW.SELF ................................................................................................................................................................... 29
JOB.MANAGE.OTHERS ................................................................................................................................................................. 30
JOB.MANAGE.SELF ...................................................................................................................................................................... 30
JOB.VIEW.OTHER .......................................................................................................................................................................... 31
JOB.VIEW.SELF ............................................................................................................................................................................. 31
LOCATION.MANAGE.OTHER ......................................................................................................................................................... 32
LOCATION.MANAGE.SELF ............................................................................................................................................................ 32
LOCATION.VIEW.OTHERS ............................................................................................................................................................. 33
LOCATION.VIEW.SELF .................................................................................................................................................................. 33
MANAGER.ACTIONS ..................................................................................................................................................................... 34
MANAGER.MANAGE.OTHERS ....................................................................................................................................................... 34
MANAGER.MANAGE.SELF ............................................................................................................................................................ 35
MANAGER.VIEW.OTHERS ............................................................................................................................................................. 35
MANAGER.MANAGE.SELF ............................................................................................................................................................ 36
NICKNAME.MANAGE.OTHERS ...................................................................................................................................................... 36
NICKNAME.MANAGE.SELF ............................................................................................................................................................ 37
NICKNAME.VIEW.OTHERS ............................................................................................................................................................ 37
NICKNAME.VIEW.SELF .................................................................................................................................................................. 38
ONBOARDING.VIEW.OTHERS ........................................................................................................................................................ 38
ONBOARDING.VIEW.SELF ............................................................................................................................................................. 39
PAYMENTMETHOD.VIEW.SELF .................................................................................................................................................... 39
PAYSLIP.VIEW.OTHERS ............................................................................................................................................................... 40
PAYSLIP.VIEW.SELF ..................................................................................................................................................................... 40
PERFORMANCEEVALUATIONS.VIEW.OTHERS ................................................................................................................................41
PERFORMANCEEVALUATIONS.VIEW.SELF .................................................................................................................................... 42
PERFORMANCEGOALS.MANAGE.OTHERS .................................................................................................................................... 42
PERFORMANCEGOALS.VIEW.OTHERS .......................................................................................................................................... 43
PERFORMANCEGOALS.VIEW.SELF................................................................................................................................................ 43
PERSONALINFO.MANAGE.SELF ....................................................................................................................................................44
PHONE.MANAGE.OTHER ..............................................................................................................................................................44
PHONE.MANAGE.SELF ................................................................................................................................................................. 45
PHONE.VIEW.OTHER .................................................................................................................................................................... 45
PHONE.VIEW.SELF ....................................................................................................................................................................... 46
PHOTO.MANAGE.OTHERS ............................................................................................................................................................ 46
PHOTO.MANAGE.SELF ................................................................................................................................................................. 47
PHOTO.VIEW.OTHERS .................................................................................................................................................................. 47
PHOTO.VIEW.SELF ....................................................................................................................................................................... 48
REPRESENTATIVES.MANAGE.OTHERS .......................................................................................................................................... 48
REPRESENTATIVES.MANAGE.SELF ............................................................................................................................................... 49
REPRESENTATIVES.VIEW.OTHERS ................................................................................................................................................ 49

REPRESENTATIVES.VIEW.SELF ..................................................................................................................................................... 50
RESIGN.SELF ................................................................................................................................................................................ 50
SALARY.MANAGE.OTHERS ............................................................................................................................................................ 51
SALARY.MANAGE.SELF ................................................................................................................................................................. 51
SALARY.VIEW.OTHERS ................................................................................................................................................................. 52
SALARY.VIEW.SELF ...................................................................................................................................................................... 52
TAXDOCUMENTS.VIEW.OTHERS .................................................................................................................................................. 53
TAXDOCUMENTS.VIEW.SELF (US) ............................................................................................................................................... 53
TERMINATE.WORKER ................................................................................................................................................................... 54
TRANSFER.WORKER ..................................................................................................................................................................... 54
WEBCLOCK.ADD.SELF .................................................................................................................................................................. 55
WORKINGHOURS.MANAGE.OTHERS ............................................................................................................................................ 55
UNRESOLVEDINTENT ................................................................................................................................................................... 56
SYSTEM.HELP ............................................................................................................................................................................. 57
SUMMARY OF FUNCTIONAL AREAS .................................................................................................................... 58

Use the HCM Assistant chatbot to get the tasks that need your attention or action as a line manager
or as an employee. Info provided in this document is based on HcmV2 23A • 23.01.00 – 22.06,
intended to outline our general product direction. The development, release, and timing of any
features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Architecture Design
Three main branches of functional design:
1. DA can engage in multi-turn natural conversations for complex tasks like anytime feedback,
expense claim, help desk ticket.
2. In single-turn natural conversations DA will respond with real-time information such as
holiday balances, benefit plans, payslips etc.
3. FAQs, either regular intents or answer intents, are static responses with a direct link to
navigate within or punch out.
Important Notice: This is not a QA test plan. All test cases via Web channel engaged sample phrases
that are shipped with the skill. Bugs and known issues are added to the corresponding intents.
Test the HcmV2 skill in a production support instance, a stabilized environment with real-world data
where no one is experimenting new functions and features (already decided whether Journeys,
Connections and Elastic Search should be on or remain off).

Actors
Employee Michael McKenzie (an individual contributor) reports to Line Manager Stella Hall.
Hints & Tips

• User to say or text “exit” or “cancel” to quit a half-way through conversation if to change the subject; use a
verb to disambiguate between intents (e.g. View my photo, Change my photo).
• Users selective options can key a number, choose a button, or type action label, and click deep link to open/
refresh landing page in the same browser session.
• Download Resource Bundles.csv to change the Bot responses per business requirements; use CSV Editor to
avoid Apostrophe alike issue.
• Users being redirected from home to Redwood app would have also refreshed the chat window when the
landing page is reloaded. Conversations history in chat window should retain when user returns to Home,
classic Fusion app.
• Verify your setup when Journeys links seem not working properly:
(Navigation) FSM – Search: Task: Manage Profile Categories – Code: ORA_FND_AUTH_REST_ACCESS –
Profile Name ORA_PER_JOURNEYS_ENABLED added

Delivered Intents
absenceBalance.view.others
Find my worker's absence balance.
absenceBalance.view.self
Show my absence balance.

absenceForDuration.view.others
Find my worker's absences for a period of time
Known issue: tracking BUG 34570634 (81)
Impact: low (US date format for UK users)
absenceForDuration.view.self
Show my absences for a period of time

absenceFuture.view.others
Find my worker's upcoming scheduled absences
absenceFuture.view.self
Show my upcoming scheduled absences

absencePast.view.others
Find my worker's past absences
absencePast.view.self
Show my past absences

assignment.add.others
Add assignments for my workers
assignment.manage.others
Change my worker's assignment

assignment.manage.self
Change my assignment
assignment.view.other
Find my coworker's assignment

assignment.view.other
Find my coworker's assignment
benefitscoverage.view.others
Find my coworker's benefits coverage
Further resource: Use Chat for Benefits (webcast)

benefitscoverage.view.self
Show my benefits coverage

benefitsplaninfo.manage.all
Change benefits plans
benefitsplaninfo.view.others
Find my coworker's benefits plans

benefitsplaninfo.view.self
Show my benefits plans
contactInfo.manage.others
Change my coworker's contact information

contactInfo.manage.self
Change my contact information
contactInfo.view.others
Find my coworker's contact information
Known issue: tracking BUG 34570634

Impact: low (qualified success)
Resolved intent: location.view.others

contactInfo.view.self
Show my contact information
department.manage.self
Change my department

department.view.others
Find my coworker's department
department.view.self
Show my department

directReports.manage.self
Change my direct reports
directReports.view.others
Find my coworker's direct reports
Known issue: tracking BUG 34551842 (93) connection issue is fixed in 22.10.07
Note: phrase using “my manager” is not supported, use person name instead

directReports.view.self
Show my direct reports (Note: matrix reportees included in the count)
email.manage.other
Change my coworker's email address

email.manage.self
Change my email address
email.view.other
Find my coworker's email address

email.view.self
Show my email address
emergencyContacts.manage.others
Change my coworker's emergency contacts

emergencyContacts.manage.self
Change my emergency contacts
emergencyContacts.view.others
Find my coworker's emergency contacts

emergencyContacts.view.self
Show my emergency contacts
feedback.add.others
Add feedback for a coworker
Known issue: tracking BUG 34555948 (11)
Impact: medium (line break added <br/>)

Action: expand Feedback Given to Others region on Feedback spotlight
feedback.manage.others
Change my feedback for a coworker

feedback.manage.self
Change my response to feedback
feedback.view.others
Show feedback for my workers

feedback.view.self
Show feedback given to me
Further resource: 22D Thank Anytime Feedback
hire.worker
Hire a worker

hiredate.manage.others
Change my coworker's hire date
hiredate.manage.self
Change my hire date

hiredate.view.others
Find my coworker's hire date
hiredate.view.self
Show my hire date

job.manage.others
Change my worker's job
job.manage.self
Change my job

job.view.other
Find my coworker's job
job.view.self
Show my job description (*should read Job Title or Job Name)

location.manage.other
Change my worker's work location
location.manage.self
Change my work location (*should read Change my Location)

location.view.others
Find my coworker's work location
location.view.self
Show my work location

manager.actions
Find manager's actions
(*should read Self-Service Actions for Managers and Employees)
Impact: low (qualified success)
Note: button text-align: left to be fixed via 22.10 SDK
manager.manage.others
Change my worker's manager

manager.manage.self
Change my manager
manager.view.others
Find my coworker's manager
Impact: high
Resolved intent: “Whose org does Burton Jones belong to” matched to “directReports.view.others”

manager.manage.self
Change my manager
nickname.manage.others
Change my coworker's preferred name

nickname.manage.self
Change my preferred name (*should read Update My Name)
nickname.view.others
Find my coworker's preferred name

nickname.view.self
Show my preferred name
onboarding.view.others
Find my worker's onboarding tasks

onboarding.view.self
Find my onboarding tasks
paymentMethod.view.self
Find my payment methods

payslip.view.others
Find my coworker's payslip
payslip.view.self
Show my payslip
Known issue: tracking BUG 34567509 (93) fixed in 22.10.07
Impact: medium

performanceEvaluations.view.others
Find performance evaluation status for my workers
Known Issue: tracking BUG 34567573 (11)
Impact: high (incorrect task name)

performanceEvaluations.view.self
Show my performance evaluations status
performanceGoals.manage.others
Add performance goals for my workers

performanceGoals.view.others
Find performance goals status for my workers (*should read Find Directs with No Goals)
Logic: Bot to display the direct reports who don’t have any goals (not considering statuses like “not
started” “in progress” “completed”). If there is a direct with no goals Bot to reply “{PERSON} doesn’t
have any goals for {REVIEW_PERIOD}.”
Known Issue: tracking BUG 34624663 (93) fixed in 23.01.02
Impact: medium (confusing message when all directs have goals)
performanceGoals.view.self
Show my performance goals status

personalInfo.manage.self
Change my personal information
phone.manage.other
Change my coworker's phone number

phone.manage.self
Change my phone number
Known Issue: tracking BUG 34517283 (93) fixed in 22.10.07
Impact: high (disambiguation button first clicked null response)
phone.view.other
Find my coworker's phone number

phone.view.self
Show my phone number (*should read Work and Home Phone Numbers)
photo.manage.others
Change my coworker's photo

photo.manage.self
Change my photo
photo.view.others
Find my coworker's photo

photo.view.self
Show my photo
representatives.manage.others
Change my coworker's representatives

representatives.manage.self
Change my representatives
representatives.view.others
Find my coworker's representatives
Impact: low (utterance: Who is Cheryl Britton's HR Manager is resolved to manager.view.others)

representatives.view.self
Show my representatives
resign.self
Submit resignation

salary.manage.others
Change my worker's salary
salary.manage.self
Change my salary

salary.view.others
Find my worker's salary
Impact: low (no space after a name token, qualified success)
salary.view.self
Show my salary

taxDocuments.view.others
Find my coworker's tax documents
taxDocuments.view.self (US)
Show my tax documents

terminate.worker
Terminate worker
transfer.worker
Transfer worker

webClock.add.self
Enter my web clock time
workingHours.manage.others
Change the hours for my worker

unresolvedIntent
Unresolved Intent (*should read Out-of-Domain Interactions)

system.Help
System Intent 'Help' for No Match interactions at FADigitalAssistant level
Configurable setting:

Summary of Functional Areas
Categories # Intents MSS ESS

Absences 8 Y Y
Assignment 5 Y Y
Benefits 5 Y
Contact Info 4 Y Y
Department 3 Y Y
Direct Reports 3 Y Y
Email 4 Y Y
Emergency Contacts 4 Y
Feedback 5 Y Y
Hire Worker 1 Y
Hire Date 4 Y
Jobs 4 Y Y
Location 4 Y Y
Manager Actions 1 Y
Manager 4 Y Y
Nickname 4 Y Y
Onboarding 2 Y Y
Payment Method 1 Y
Payslip 2 Y
Performance Evaluations 2 Y Y
Performance Goals 3 Y Y
Personal Info 1 Y
Phone 4 Y Y
Photo 4 Y Y
Representatives 4 Y Y
Resign 1 Y
Salary 4 Y Y
Taxes 2 Y
Terminate 1 Y
Transfer 1 Y
Web Clock 1 Y
Working Hours 1 Y
Unresolved Intent 1 Y Y
98

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1 HOW-TO / Use Chat for HCM / Version 1.1

2 HOW-TO / Use Chat for HCM / Version 1.1

SUMMARY OF FUNCTIONAL AREAS .................................................................................................................... 58

3 HOW-TO / Use Chat for HCM / Version 1.1

4 HOW-TO / Use Chat for HCM / Version 1.1

Hints & Tips

5 HOW-TO / Use Chat for HCM / Version 1.1

6 HOW-TO / Use Chat for HCM / Version 1.1

7 HOW-TO / Use Chat for HCM / Version 1.1

8 HOW-TO / Use Chat for HCM / Version 1.1

9 HOW-TO / Use Chat for HCM / Version 1.1

10 HOW-TO / Use Chat for HCM / Version 1.1

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13 HOW-TO / Use Chat for HCM / Version 1.1

14 HOW-TO / Use Chat for HCM / Version 1.1

15 HOW-TO / Use Chat for HCM / Version 1.1

Known issue: tracking BUG 34570634

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Categories # Intents MSS ESS

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