Talent Management Configurable Email Notifications

Oracle HCM Cloud Common Features Release 13

ORACLE WHITE PAPER | APRIL 2018
 Table of Contents

Introduction 1

Role Information 1

Required Reading 1

Supported Products 1

Profile Option 2

Limitation 2

BIP Notification Reports and Data Models Customization 3

Appendix 30

Career Development 30

Goal Management 30

Performance Management 30

Profile Management 31

Talent Review 31

RELEASE 13 CONFIGURABLE EMAIL NOTIFICATIONS FOR ORACLE TALENT MANAGEMENT CLOUD

Introduction
Configurable email notifications provide customers with the ability to further personalize the email
content, its layout and the overall presentation for a greater user experience.
This white paper is designed for application implementation consultants, business analysts, and
subject matter experts. The technical developers who work on this deliverable must be conversant
in Oracle Business Intelligence (BI) Publisher and SQL, including data source fields your
organization uses. They should have knowledge using RTF report templates to generate reports
on data model that present specific information in a particular format.

Role Information
Use the delivered job role ‘Application Implementation Consultant’
(ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB) or add the BI Publisher Data Model
Developer (BIPDataModelDeveloper) and BI Author Role (BIAuthor) to your custom role for accessing the
delivered data model, of which “Strictly Read Only”.

Required Reading
 Release 13 Global Human Resources Configurable Email Notifications (Doc ID 2331021.1)
* white paper covers all technical know-how, from installing the BI Publisher plugin to customizing content
 Configurable Email Notifications: Implementation Considerations (Doc ID 2215570.1)

Supported Products
BIP Email notifications support processes of following products:
» Career development
» Goal management
» Performance management
» Profile management
» Talent review
» Feedback

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Profile Option
Enable the products to utilize the BI Publisher-based email notification feature. Follow these setup steps:
1. Select Navigator – Setup and Maintenance - Search for Manage Administrator Profile Values task.
2. Search BIP_EMAIL_NOTIFICATION_HCM% to locate the following results:
Profile Option Code Description
BIP_EMAIL_NOTIFICATION_HCM Indicates whether email notifications for the family Oracle
Fusion HCM are displayed in BIP or Classic format
BIP_EMAIL_NOTIFICATION_HCM_TALENT Enable Oracle Business Intelligence Publisher notifications for
talent management applications

3. The profile values are defaulted to false using Classic format at site level. Set the profile values to
true to deploy the BIP format. Note that profile option ‘BI Publisher Notifications Enabled for Human
Capital Management’ (BIP_EMAIL_NOTIFICATION_HCM) is the lowest level of setting for all
products in the Oracle HCM Cloud. Its profile value ‘true’ can be overridden by individual product
profile value ‘false’ in a phase roll out scenario. The system always first checks the individual product
profile value.
Enable the products to utilize the BI Publisher email notification feature for worklist notifications, in keeping with
the same look and feel. Follow these setup steps:
4. Search for BIP_ONLINE_NOTIFICATION_HCM% to see the results in the table.
Profile Option Code Description
BIP_ONLINE_NOTIFICATION_HCM Enable Oracle Business Intelligence Publisher worklist notifications for human
capital management applications
BIP_ONLINE_NOTIFICATION_HCM_GOALS Enable Oracle Business Intelligence Publisher worklist notifications for Goals
and Career Development
BIP_ONLINE_NOTIFICATION_HCM_TALENT Enable Oracle Business Intelligence Publisher worklist notifications for Talent
Management

Limitation
Goal Plan partial approval is available on My Team Goals page in addition to online notifications.

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BIP Notification Reports and Data Models Customization
Use Case #1: Submit Goal Plan for Approval
1. Log in to HCM Cloud (https://host:port/homePage/faces/FuseWelcome) and select Navigator –
About Me – Goals – Add/Update/Complete Goals – Submit for Approval to initiate workflow and
approval notification. Review the shipped email format against your business requirements.

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 2. Log in to BI Answers (https://host:port/analytics/saw.dll?bieehome) – New – Analysis for Human
Capital Management - Transaction Administration Real Time subject area for the transaction ID.

3. Thereafter, click New – Data Model, select Create – SQL Query, enter select statement and the
transaction ID to get object ID:
select * from HRC_TXn_HEADER where transaction_id=300100146975564

4. Log in to BI Publisher server (https://host:port/xmlpserver/servlet/home). Navigate to the Catalog -

Workflow Notifications folder (Location/Shared Folders/Human Capital Management/Workflow
Notifications).

5. To configure changes to the report template, follow these steps:

a. Select More to choose the Customize option for the target report. Use the Customize feature to
configure prepackaged application reports. When you select the Customize option of a report, BI
Publisher automatically creates a copy of the same report in the "Custom" folder (Location/Shared
Folders/Custom/Human Capital Management/Workflow Notifications). This custom copy and the
original report are linked internally. You can configure the copy of the report, and must never edit the

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 seeded report. When a user initiates a request to run the report, BI Publisher detects the customized
version, and then runs the custom version instead. For more information, see Use the Customize
Feature topic in the Oracle Business Intelligence Publisher guide.

b. The selected report is populated in the BI Server Catalog. Place the cursor over the Data Model
hyperlink to reveal the location of the delivered data model this report is executed upon. Click
Edit to download the report in rtf format and save it to your local drive to proceed with
configuration.

Make sure you can revert your changes.

As with any changes to standard functionality, you may be asked to reproduce reported issues using the predefined BI
catalog components. Before you start customization, back up the originals to your local drive.

c. To revert customization, delete the artifacts from the Custom folder. Ensure the Default Layout
check box is selected for the predefined rtf template.

d. Open the local report.rtf template with Microsoft Word for customization, and select the gridlines
view with formatting marks.

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 e. On this copy, make cosmetic changes such as header color, resize columns, and rename
prompts.
Translate new labels when required.

6. To modify the report by adding a new Attribute from the delivered data model, follow these steps:
a. Navigate to the Catalog – Workflow Notifications – Data Models folder (Location/Shared
Folders/Human Capital Management/Workflow Notifications/Data Models).
b. In the Data Models folder (Location/Share Folders/Human Capital Management/Workflow
Notifications/Data Models)., for the PerformanceGoalApprovalNotificationsDM, click Edit.

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 c. Data Model Data Sets are a collection of SQL statements to retrieve the processed data from the
data source. Open the data model diagram for available attributes to modify the design.
Important: Customers must not modify the predefined data model. Making changes directly to the
seeded data model is unsupported; custom changes are not patching or upgrade safe. Instead,
you can copy the seeded data model, and then modify = the copy accordingly.

When you make changes to the custom data model and the custom rtf template in the “Custom folder”, the same
changes reflect in the seeded data model and the seeded rtf template. This is the expected behavior.
When you delete both in the custom folder, the seeded data model and the delivered rtf template are restored.

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 d. Select the Data tab: enter the object ID and requester required parameters. Click View to provide
some sample data. Select Export for the xml output. Save the file to your local drive.

e. Return to Microsoft Word where the rtf report is.

f. Click BI Publisher – Sample XML. Select the earlier saved Sample XML data from your local
drive, and click Open.

g. The confirmation dialog confirms that the data loaded successfully. Click OK.

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 h. In the New Goals section, add logic to rows if the value is null, then skip rendering. Place the
cursor at the start of the row, select the BI Publisher tab, and then click Conditional Region.
The beginning form field will display the text "C" and the form field closing the region will display
the text "EC". See documentation re: Inserting a Conditional Region.

i. In the Completed Goals section, change COMPLETED_TARGET_COMPLETION_DATE to

ACTUAL COMPLETION DATE. Remove the conditional logic for this row, considering that
Actual Completion Date is a mandatory field for completed goals. Save the file.

7. Add a Custom Data Model: the attribute Completion Percentage is not available in the seeded data
model. Copy the data model to the custom folder to add a new data set.
a. Navigate to the Catalog - Location/Shared Folders/Human Capital Management/Workflow
Notifications/Data Models. Highlight the data model and click the Copy Resource icon.

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 b. Then navigate to Catalog - Location/Shared Folders/Custom/Human Capital
Management/Workflow Notifications/Data Models (create a subfolder if not exists already). Click
Paste Resource. Click Edit.

c. Verify the browser URL:

https://host:port/xmlpserver/xdmeditor.jsp?f=/Custom/Human+Capital+Management/Workflow+Notifications/Data+Models/PerformanceGoalA
pprovalNotificationsDM.xdm

d. Modify existing data sets, UPDATED_OLD_GOAL_DETAILS and UPDATED_GOAL_DETAILS,

for Completion Percentage using sample sql:
(SELECT MEANING FROM HR_LOOKUPS WHERE LOOKUP_TYPE ='HRG_PERCENT_COMPLETE' AND
LOOKUP_CODE=PERCENT_COMPLETE_CODE) UPD_OLD PERCENT_COMPLETE_CODE,

(SELECT MEANING FROM HR_LOOKUPS WHERE LOOKUP_TYPE ='HRG_PERCENT_COMPLETE' AND

LOOKUP_CODE=PERCENT_COMPLETE_CODE)PERCENT_COMPLETE_CODE,

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 e. Select the Data tab, enter the object ID and requester, and then click View to provide some
sample data. Click Export for the xml output. Save the file to your local drive.

f. Return to the custom report.rtf then click BI Publisher – Sample XML. Select the latest saved
Sample XML data from local drive, and click Open.

g. Add a new row for Completion Percentage, on the BI Publisher tab, click Field and check the
sample output. For the attribute Unit of Measure, insert condition if no change then skip rendering
row.

h. Click Tools – Validate Template to check for errors. Save with the same file name.

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 8. Once validated, you can upload the custom report.rtf to the Oracle BI Publisher server and review the
update report using the following steps.
a. Locate the custom report by navigating to Catalog – Location/Shared Folders/Custom/Human
Capital Management/Workflow Notifications. Click Edit.

b. Click Properties.
c. Verify the browser URL:
https://host:port/xmlpserver/servlet/editor/report?_xdo=/Custom/Human+Capital+Management/Workflow+Notifications/PerformanceGoalA
pprovalNotificationsReport.xdo

d. In the upload window, browse for the modified BI Publisher report in the local desktop. Select the
template Type as "rtf", and Locale as "English". Click OK. If this is a repeat test, verify your
attempt to overwrite.
 Make sure the name of the custom report in BI server is same as the original.
 For more information, see topic Locale Selection Logic in the Translation Support Overview
and Concepts with Fusion Middleware Report Designer's Guide for Oracle Business
Intelligence Publisher guide.
e. Click Save, and Return.

f. Verify the custom data model hyperlink. To view the changes in the BI Server, click View Report.

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 g. Enter the object ID and requester then click Apply. Verify the report output.

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 h. Verify the BI Publisher email notification, as shown in the screenshot:

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Use Case #2: Performance Document Approval
1. Log in to HCM Cloud (https://host:port/homePage/faces/FuseWelcome) and select Navigator – My
Team – Performance – Manager Evaluation of Workers – Next Level Approval to initiate workflow
and approval notification. Review the predefined email format against your business requirements.

2. Log in to BI Answers (https://host:port/analytics/saw.dll?bieehome) – New – Data Model, select Create

– SQL Query, and enter the following select statement to get the evaluation ID:
select * from hra_evaluations where status_code like 'SUBMITTED' order by LAST_UPDATE_DATE desc

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 3. The following steps articulate how to modify label names and include worker’s overall comments onto the
BI Publisher email notifications.
a. Log in to BI Publisher server (https://host:port/xmlpserver/servlet/home).
b. Navigate to the Catalog - Workflow Notifications folder (Location/Shared Folders/Human
Capital Management/Workflow Notifications).
4. To change the prompt of the attribute, delete or add a row, or modify the report header of the notification
that data model is not required. Follow these steps:
a. Select More to select the Customize option for the target report. Use the Customize feature to
configure prepackaged application reports. When you select the Customize option of a report, BI
Publisher automatically creates a copy of the same report in the "Custom" folder
(Location/Shared Folders/Custom/Human Capital Management/Workflow Notifications). This
custom copy and the original report are linked internally. You can configure the copy of the
report, and must never edit the seeded report. When a user initiates a request to run the report,
BI Publisher detects the customized version, and then runs the custom version instead. For more
information, see Use the Customize Feature topic in the Oracle Business Intelligence Publisher
guide.

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 b. The selected report is populated in the BI Server Catalog. Place the cursor over the Data Model
hyperlink to reveal the location of the delivered data model this report is executed upon. Click Edit to
download the report in rtf format and save it to your local drive to proceed with configuration.

5. To modify the report by adding a new Attribute from the delivered data model, follow these steps:
a. Navigate to the Catalog - Workflow Notifications – Data Models folder (Location/Shared
Folders/Human Capital Management/Workflow Notifications/Data Models).
b. In the Data Model folder (Location/Share Folders/Human Capital Management/Workflow
Notifications/Data Models). Click Edit.

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 c. Open the data model diagram for available attributes to modify the design.

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 d. Select the Data tab, enter the evaluation ID, then click View to provide some sample data. Select
Export for the xml output. Save the file to your local drive.

e. Return to Microsoft Word where the rtf report is.

f. Click BI Publisher – Sample XML. Select the earlier saved Sample XML data from your local drive,
and click Open. The confirmation dialog confirms that the data loaded successfully. Click OK.

g. Open the local report.rtf with Microsoft Word for customization, and select the gridlines view with
formatting marks.

h. On this copy, update the label name: change Assignee to Approver, and add Review Period to the
header.
Translate new labels when required. Translation: known issue being tracked via Bug 26937711.

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 i. Change manager overall rating description MOS_RATING_DESCRIPTION to manager overall
numeric rating. On the BI Publisher tab, click Field, enter a keyword, select Find Next, highlight the
attribute, check the Example output, and click Insert. Repeat this step to add more attributes if
necessary.

6. Custom Data Model. The attributes worker overall rating and comment are not present in the seeded
data model. Copy the data model to the custom folder to add new data set.
a. Navigate to the Catalog - Location/Shared Folders/Human Capital Management/Workflow
Notifications/Data Models. Highlight the data model and click Copy Resource.

b. Then navigate to Catalog - Location/Shared Folders/Custom/Human Capital

Management/Workflow Notifications/Data Models (create a subfolder if none exists already). Click
Paste Resource. Click Edit.

c. Verify the browser URL:

https://host:port/xmlpserver/xdmeditor.jsp?f=/Custom/Human+Capital+Management/Workflow+Notifications/Data+Models/PerformanceApprovalD

M.xdm

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 d. Create a new data set for WkrOverAllRating using sample sql:
SELECT EvaluationEO.EVALUATION_ID, EvaluationEO.BUSINESS_GROUP_ID,
EvalSectionEO.SECTION_TYPE_CODE as WOS_SECTION_TYPE_CODE,
RatingLevelPEO.NUMERIC_RATING WOS_NUMERIC_RATING,
RatingLevelPEO.RATING_DESCRIPTION WOS_RATING_DESCRIPTION,
EvalRatingEO.CALCULATED_RATING WOS_CALC_RATING
FROM HRA_EVALUATIONS EvaluationEO,
HRA_EVAL_SECTIONS EvalSectionEO,
HRA_EVAL_RATINGS EvalRatingEO,
HRT_RATING_LEVELS_VL RatingLevelPEO,
HRA_EVAL_PARTICIPANTS EvalParticipantEO
WHERE EvaluationEO.EVALUATION_ID=EvalSectionEO.EVALUATION_ID AND
RatingLevelPEO.BUSINESS_GROUP_ID(+) = EvalRatingEO.BUSINESS_GROUP_ID AND
EvalSectionEO.SECTION_TYPE_CODE ='OS' AND
EvalSectionEO.EVAL_SECTION_ID=EvalRatingEO.REFERENCE_ID AND
EvalRatingEO.REFERENCE_TYPE='SECTION' AND
EvaluationEO.EVALUATION_ID=EvalParticipantEO.EVALUATION_ID AND
EvaluationEO.WORKER_ID=EvalParticipantEO.PERSON_ID AND
EvalRatingEO.EVAL_PARTICIPANT_ID=EvalParticipantEO.EVAL_PARTICIPANT_ID AND
EvalRatingEO.PERFORMANCE_RATING_ID=RatingLevelPEO.RATING_LEVEL_ID

e. Create a new data set for WkrOSComments using sample sql:

SELECT EvaluationEO.EVALUATION_ID, EvaluationEO.BUSINESS_GROUP_ID, EvalSectionEO.SECTION_TYPE_CODE
as MOSC_SECTION_TYPE_CODE,
'<![CDATA' || '['|| TO_CLOB(EvalRatingEO.COMMENT_TEXT) || ']' || ']>' as WOSC_COMMENTS
FROM FUSION.HRA_EVALUATIONS EvaluationEO,
FUSION.HRA_EVAL_SECTIONS EvalSectionEO,
FUSION.HRA_EVAL_RATINGS EvalRatingEO,
FUSION.HRA_EVAL_PARTICIPANTS EvalParticipantEO
WHERE EvaluationEO.EVALUATION_ID=EvalSectionEO.EVALUATION_ID AND
EvalRatingEO.BUSINESS_GROUP_ID = EvaluationEO.BUSINESS_GROUP_ID AND
EvalSectionEO.SECTION_TYPE_CODE ='OS' AND
EvalSectionEO.EVAL_SECTION_ID=EvalRatingEO.REFERENCE_ID AND
EvalRatingEO.REFERENCE_TYPE='SECTION' AND
EvaluationEO.EVALUATION_ID=EvalParticipantEO.EVALUATION_ID AND
EvaluationEO.WORKER_ID=EvalParticipantEO.PERSON_ID AND
EvalRatingEO.EVAL_PARTICIPANT_ID=EvalParticipantEO.EVAL_PARTICIPANT_ID

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 f. Edit properties for use in the rtf copy. Click OK, then click Save.

g. Highlight WkrOverAllRating data set, navigate to HRA_EVALUATIONS – Create Link –

EVALUATION_ID and click OK. Repeat the same steps for BUSINESS_GROUP_ID.

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 h. Highlight WkrOSComments data set, navigate to HRA_EVALUATIONS – Create Link –
EVALUATION_ID and click OK. Repeat the same steps for BUSINESS_GROUP_ID.

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 i. Hover over the links’ information icons to confirm details. Save the changes.

j. The WOSC_COMMENTS should be XML, just as MOSC_COMMENTS. This will avoid the printing
of html tags.

k. Select Data tab, enter the evaluation ID and click View. Verify the worker overall summary sections.
Click Export. Save the xml to your local drive.

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 l. Return to the custom report.rtf and add two new rows for worker overall summary rating and
comments.

m. Click BI Publisher – Sample XML. Select the latest saved Sample XML data from local drive, and
click Open.

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 n. Enter label names; place the cursor where you want to insert the new attribute Worker Overall
Rating. On the BI Publisher tab, click Field, enter a keyword, click Find Next, highlight the
attribute, check the Example output, and click Insert. Repeat the same steps for Worker Overall
Comments.
o. Update the report template its subtemplate xml tag from <?call-template: FusionApproveReject?> to
<?call-template:FusionRequestInfo?> so that the correct button group renders.

p. Double-click to open the BI Publisher Properties dialog for the correct format mask. See
documentation re: Using the Oracle Format Mask.

q. Click Tools – Validate Template. Save the rtf.

7. Locate the custom report by navigating to Catalog – Location/Shared Folders/Custom/Human Capital
Management/Workflow Notifications. Click Edit.

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 a. Verify the browser URL:
https://host:port/xmlpserver/servlet/editor/report?_xdo=/Custom/Human+Capital+Management/Workflow+Notifications/PerformanceApprovalN

otificationsReport.xdo

b. Place the cursor over the data model hyperlink to confirm the path of custom folder.

c. Click Properties. Upload the custom rtf and confirm to overwrite. Click Save and Return.

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 d. Click View Report. Enter the evaluation ID and click Apply to view outputs. Verify the custom
changes.

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 e. Verify the BI Publisher email notification as shown in the screenshot:

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Appendix
Career Development
BI Server - View Report required parameters:
1. FYI notification
a. pPerformerName (sample value: “Ravi Chouhan”)
b. pGoalName (sample value: “goal1”)
c. pNotifType (sample value: “ADD/UPDATE/DELETE/COMPLETE”)
d. pGoalId table HRG_GOALS
2. Approval Notification
a. pGoalName (sample value: “goal1”)
b. approvalTypeArchive (sample value: “ NEW/EDIT/COMPLETE”)
c. approvalOutcome (“APPROVE/REJECT” for approval FYI)
d. pPersonId table HRG_GOALS table
e. pGoalId table HRG_GOALS
f. pTransactionId table HRC_TXN_HEADER

Goal Management
BI Server - View Report required parameters:
1. FYI notification
a. GoalName table HRG_GOALS (sample value: “Contribute to Professional Community”)
b. PerformerName (sample value: “Meg Fitzimmons”)
c. Notification Type HRT_NOTIF_SETUP_B (sample value: “HRG_MGR_GOAL_ASSIGN_NTF”)
d. GoalPlan SetId view HRG_GOAL_PLAN_SETS_VL (sample value: “300100040541508”)
e. GoalPlanId view HRG_GOAL_PLANS_VL (sample value: “300100040131045”)
f. GoalId table HRG_GOALS (sample value: “100100003250744”)

BIP query for all notification types for goals:

select * from HRT_NOTIF_SETUP_B where notif_name like 'HRG%' and business_group_id = 1

2. Approval Notification
a. pObjectId = goal plan assignment id (sample value: “300100143608977”)
b. Requester (sample value: “Ravi Chouhan”)

Performance Management
BI Server - View Report required parameters:
1. FyiNotifications :
a. pEVALUATIONID (sample value: “923460006000635”)
b. pNOTIFICATIONNAME (sample value: “HRA_WRK_ACKNOWLEDGE_PERF_DOC”)
2. PerformanceApprovalReport :
a. pEVALUATIONID (sample value: “300100090286064”)
b. REQUESTER (sample value: “Ravi Chouhan”)

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 Profile Management
BI Server - View Report required parameters:

ProfileReport.xdo
a. pCONTEXTNAME1 (sample value: “CRITICALITY”)
b. pPROFILEITEMID (sample value: “300100039599354”)
c. pCONTENTITEMNAME (sample value: “Outstanding Contributor Award”)
d. pPROFILENAME (sample value: “Ravi Chouhan”)
e. pLOGGEDINPERSONNAME (sample value: “Meg Fitzimmons”)
f. pCONTENTITEMID (sample value: “100000017355363”)
g. pCONTENTTYPEID (sample value: “101”)
h. pNOTIFICATIONNAME (sample value: “HRT_MNGE_PROFILE_ITEM_CREATED”)
i. pIMAGEPERSONID (sample value: “100000017121468”)
j. pPERSONID (sample value: “100000008153757”)
k. pPROFILEINTERESTID (sample value: “300100009511629”)

ProfileDevelopmentApprovalReport.xdo
a. pTRANSACTIONID (sample value: “300100090644769”)

ProfileDevelopmentApproval_FYI.xdo
a. pTRANSACTIONID (sample value: “300100090644769”)

Talent Review
BI Server - View Report required parameters:

TalentCalibFYIReport
a. MeetingId (sample value: “300100010461184”)
b. PartcipantId (sample value: “100000008153779”)
c. NotificationName (sample value: “HRR_MEETING_SCHEDULED_NTF_REV”)

BIP query for pMeetingId, pPartcipantId:

select A.Meeting_id, B.PARTICIPANT_PERSON_ID
from hrr_meetings A,hrr_meeting_participants B
where A.meeting_id=B.MEETING_ID and A.meeting_id=(select meeting_id from
hrr_meetings where meeting_title like 'meeting_name%')

: 'Bold' to be replaced with site-specific details

Instruction

List of Notification Names: (pNotificationName)

HRR_MEETING_SCHEDULED_NTF_BUL
HRR_MEETING_SCHEDULED_NTF_REV
HRR_MEETING_SCHEDULED_NTF_PAR
HRR_MEETING_SCHEDULED_NTF_DR
HRR_PART_REVIEW_SUBMIT_NTF
HRR_REVIEWER_REMIND_NTF
HRR_MEETING_UPDATE_NTF
HRR_MEETING_CANCEL_NTF

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White Paper: Release 13 Talent Management Configurable Email Notifications

April 2018
Author: Surlina Yin