Global Human Resources Configurable Notifications

Oracle HCM Cloud Common Features Release 13

OCTOBER 2021
Table of Contents

Introduction 1

Role Information 1

Oracle BI Publisher Desktop 1

Profile Option 4

General Structure 5

Transaction Approval Task Configuration Actionable Setting 6

Configurable Notifications 8

BI Publisher Notification Reports Customization 9

Translation 24

User Preferences: Date / Time / Currency 25

Advanced Solution 25

Prerequisites 25

Additional Resources 25

Appendix 26

Note: In the images or examples included in this document regarding: user details,
company names, addresses, emails, and/or telephone numbers represent a fictitious
sample of data (based upon made up data used in a demo environment). Any similarity to
actual persons, living or dead, is purely coincidental and not intended in any manner.

RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

Introduction
Configurable notifications provide customers with the ability to further personalize the email content, its
layout and the overall presentation for a greater user experience.
This 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 experience 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”.

Oracle BI Publisher Desktop

You must install the BI Publisher plugin to modify the delivered email templates. It is crucial to install the correct
version of software (Microsoft Word, JRE and additional add-on) 32 bit vs. 64 bit. See OTN forum post,
Troubleshooting Guide for a setup checklist. To start, follow these steps:

1. Sign in to Oracle Business Intelligence (https://host:port/analytics/saw.dll?catalog).

2. On the Home page, navigate to Get Started and click Download BI Desktop Tools.

3. Install Template Builder for Word (32 bit) or Template Builder for Word (64 bit) on your computer.

1 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

 Alternatively, you can accept the Oracle Technology Network License Agreement to download the BI Publisher
Desktop software. Note that you will not be able to run the application on Mac computer because Microsoft
Windows applications are not supported on OS X.

4. Once installed successfully, the Template Builder for Word Tutorial.doc populates and the BI Publisher toolbar
appears.
Note: BI Publisher illustrations in this paper are in Microsoft Word 2016 format.

5. Based on the version of Office, install the add-on in the file directory after BI Publisher.

» To enable image, log in to BI Publisher server (https://host:port/xmlpserver/servlet/home). Select

Administration – Runtime Configuration – Properties.

2 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

» Under HTML Output, set Embed images and charts in HTML for offline viewing to True, then click Apply.

Same setting can also be selectively enabled at report level.

3 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

Profile Option
*** this content is now obsolete as BIP configurable notifications is the default in current release versions ***

Enable the products to utilize the BI Publisher email notification feature. Follow these setup steps:

1. Select Navigator – Setup and Maintenance – Search and search for the Manage Administrator Profile
Values task.
2. Search for BIP_EMAIL_NOTIFICATION_HCM% to see the results in the table.
Profile Option Code Description
BIP_EMAIL_NOTIFICATION BIP EMAIL NOTIFICATION PER ORACLE FUSION LEVEL
BIP_EMAIL_NOTIFICATION_HCM Enable Oracle Business Intelligence Publisher notifications for
human capital management applications
BIP_EMAIL_NOTIFICATION_HCM_ANC Enable Business Intelligence Publisher notifications for absence
application
BIP_EMAIL_NOTIFICATION_HCM_COMPENSATION Enable Oracle Business Intelligence Publisher notifications for
compensation applications
BIP_EMAIL_NOTIFICATION_HCM_HXT To enable BIP Email Notification for HXT (Time and Labor)
BIP_EMAIL_NOTIFICATION_HCM_IRC Enable Oracle Business Intelligence Publisher notifications for
recruiting applications
BIP_EMAIL_NOTIFICATION_HCM_PER Enable Oracle Business Intelligence Publisher notifications for
global human resources applications
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 to true for the BI Publisher format
deployment. Note that the 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 will always first check individual product profile values.
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
BIP_ONLINE_NOTIFICATION_HCM_ANC
BIP_ONLINE_NOTIFICATION_HCM_COMPENSATION
BIP_ONLINE_NOTIFICATION_HCM_GOALS
BIP_ONLINE_NOTIFICATION_HCM_HXT
BIP_ONLINE_NOTIFICATION_HCM_IRC
BIP_ONLINE_NOTIFICATION_HCM_PER
BIP_ONLINE_NOTIFICATION_HCM_TALENT
Enable Oracle Business Intelligence Publisher worklist
notifications for human capital management applications
Enable Business Intelligence Publisher worklist notifications for
absence management applications
Enable Oracle Business Intelligence Publisher worklist
notifications for compensation applications
Enable Oracle Business Intelligence Publisher worklist
notifications for Goals and Career Development
Enable Oracle Business Intelligence Publisher worklist
notifications for Time and Labor
Enable Oracle Business Intelligence Publisher worklist
notifications for recruiting application
Enable Oracle Business Intelligence Publisher worklist
notifications for global human resources applications
Enable Oracle Business Intelligence Publisher worklist
notifications for Talent Management

4 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

General Structure
» Deploy common styles and follow guidelines to ensure consistent look and feel across all products:

Section# 1 is defined via

PersonHeader Subtemplate;
Section# 2, 4, 5, 6 are driven by
FinFunWorkflowNotificationSub.rtf;
Section# 3 is derived from the
respective report template.

» Use short, succinct text and sentences, no more than three columns for a table to fit on mobile devices.
» URLs should not have an underscore.
» All design contents must stay within the main table border, aligning all sections with the correct margins.
» Uptake BI Publisher styles only.

5 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

Transaction Approval Task Configuration Actionable Setting
» Follow these setup steps to enable functions on BI Publisher email notification for a specific task, such as these
Actions: Approve, Reject, Request Information. Other actions, such as Reassign, Adhoc Route, Escalate,
Suspend, Save are only supported in a worklist notification within the Oracle Application Cloud.

» Log in to BPM Worklist (https://host:port/integration/worklistapp), and select Administration - Task

Configuration – and search for PromotionsApproval.
» Click the PromotionsApproval composite hyperlink, click Edit, and select the Notifications tab.
Note: Notifications tab settings generate both emails and bell icon notifications.
1. Add new task Request Info and choose Initiator as Recipient - this is to define the Request Information
notification routing rule.
o Change the Subtemplate call from <?template:FusionActionLinks?> to
<?template:FusionApproveRejectLinks?> to remove Request Information option on email
notification.
2. Select Hide End User Web URL in notification and the Workspace Application link disappears in the
email body.
3. Check Make notification actionable to invoke any action on clicking a button, for either online or offline
email.
4. Select Send task attachments with email notifications.
» Click Save - OK - OK, and Commit Task - OK - OK.

6 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

» (optional) Make notifications secure (exclude details)
User, cannot view exact content in an email, will require to access the task within Fusion Application.

» Select the Access tab, and in the Actions section, specify an array of access levels. These settings determine
the list of actions in the drop-down list in online notifications. To hide, deselect the options.

7 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

Configurable Notifications
To identify new business requirement, always create a transaction first for the as-is. The following Promotion
Worked Example:
» Hover over the Transaction Details hyperlink for transaction id, or see later section re: BI Publisher query.
1. Transaction Details – when a user selects transaction details, it redirects the user to the HCM Cloud the
manager self-service Promote flow to Edit transaction details.
2. Online Notification – when a user selects online notification, it redirects the user to the HCM Cloud to the
exact worklist notification.
» Compare with the worklist notification to refine the future process. For instance:
1. Will the Reassign action always be required?
2. How do we optimize the user experience, efficiency and effectiveness?
3. What is the total cost of ownership, from initial implementation to ongoing maintenance?
» Users gain access to email functions and data through HCM Application Security. Email forwarding via local mail
server to a non-application user or to a sharing folder discloses information that other persons should not see, for
example if Old and New Salary are part of the email content. Anyone who gets email may click those action
buttons, but cannot register the action in the system, since the application validates the mail ID before committing
the change to the database.

8 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

BI Publisher Notification Reports Customization
Use Case: Submit Resignation for Approval
» Log in to HCM Cloud (https://host:port/homePage/faces/FuseWelcome) and select Navigator – About Me –
Personal Information – Related Links – Submit Resignation, and complete the self-service transaction.
» 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.

» Alternatively log in to BI Answers (https://host:port/analytics/saw.dll?bieehome) - New - Data Model, select

Create – SQL Query, enter select statement and the transaction ID:
select * from hrc_txn_header order by creation_date desc

9 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

» Log in to BI Answers (https://host:port/analytics/saw.dll?bieehome).

» Navigate to Catalog - Workflow Notifications folder (Location/Shared Folders/Human Capital

Management/Workflow Notifications)
» To preview the delivered template, click Open.

» Enter the said transaction ID, and click Apply.

» The following steps articulate how to add a company logo and department, modify label names such as employee
name, change termination date to last working day, and include hire date onto the BI Publisher email notifications.

1. Log in to BI Publisher server (https://host:port/xmlpserver/servlet/home).

2. Navigate to the Catalog - Workflow Notifications folder (Location/Shared Folders/Human Capital

Management/Workflow Notifications).
3. 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 choose the Customize option for the target report. Use the Customize feature for
customization of prepackaged application reports. When the Customize option of a report is selected,
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

10 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

 original report are linked internally. You can customize 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, 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 customization.

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 with Microsoft Word for customization, and select the gridlines view with
formatting marks.

11 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

 e. On this copy, update the label name: change Name to Employee Name, change Termination Date
to Last Working Day.
Translate new labels when required.

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

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

12 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

 * CurrentWR data set is tracked via Bug 27074598
4. Select the Data tab, enter the transaction ID, then click View to provide some sample data. Select Export
for the xml output. Save the file to your local drive.

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

6. Select the earlier saved Sample XML data from your local drive, and click Open.

7. Confirmation pop-up dialog confirms that the data loaded successfully. Click OK.

13 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

 8. Add a new row by positioning the cursor, then select the É icon.

9. Enter a Hire Date label name, and place the cursor where the new attribute legal employer start date
should be inserted. 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.

10. Click Tools – Validate Template to check for errors. Save with the same file name. Once validated, you
can upload the custom report.rtf to the Oracle BI Publisher server and review the update report.

14 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

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

12. Click Properties.

13. Verify the browser url:

https://host:port/xmlpserver/servlet/editor/report?_xdo=/Custom/Human+Capital+Management/Workflow+Notifications/TerminationReport.xdo

14. In the upload window, browse for the modified BI Publisher report in the local Desktop and select the
template Type as "rtf", and Locale as "English." 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.

15 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

 15. Click Save, and Return.

16. To view the changes in the BI Server, click View Report.

17. Enter a transaction ID and click Apply. Verify the report output.

16 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

» Custom Data Model. The attribute Department is not available in the seeded data model. Copy the data model to
the custom folder to add new data set.
1. Navigate to the Catalog - Location/Shared Folders/Human Capital Management/Workflow
Notifications/Data Models. Highlight the data model and click Copy Resource.

2. 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.

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.

3. Verify the browser url:

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

4. Create a new data set for Department using sample sql:

select
dept.name Department
from
PER_ALL_ASSIGNMENTS_M asg,
PER_DEPARTMENTS dept
WHERE (asg.ORGANIZATION_ID=dept.ORGANIZATION_ID(+))
and ASG.ASSIGNMENT_ID = (SELECT
extractValue(xmltype('<root>'||txndata.data_cache||'</root>'),'root/TRANSACTION/TransCtx/AssignmentId')
FROM hrc_txn_data txndata
where txndata.transaction_id=:transId)

17 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

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

6. Select Data tab, enter a transaction ID and click View. Verify the name of Department. Click Export.
Save the xml to your local drive.

18 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

 7. Return to the custom report.rtf and add a new row for Department.

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

9. Enter a Department label name; place the cursor where the new attribute department is to be inserted.
Choose BI Publisher – Field, enter a keyword, click Find Next, highlight the attribute, check the Example
output, and click Insert.
10. Optionally, add logic to the department row if the value is null, then skip rendering. Place the cursor before
and after the row, select the BI Publisher tab, and then click Conditional Region. See documentation re:
Inserting a Conditional Region. Once validated, you can then upload the report.rtf to the Oracle BI
Publisher server and review the update report.
11. Click Tools – Validate Template. Save the rtf.

19 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

 12. Hiding an attribute in emails but rendering in online notifications (documentation):
C Online NotificationEC
Entering Conditional Code

a. If the data model for your report doesn't have the BINDISONLINENOTIF attribute, then:
b. In your .rtf report layout template, put your cursor immediately before the content you want to make
conditional.
c. Enter the following code, which functions the same as the C form field:
d. <?if:BINDISONLINENOTIF='true'?> for in-app only
e. <?if:BINDISONLINENOTIF='false'?> for email only
f. Put your cursor immediately after your conditional content.
g. Enter <?end if?>, which functions the same as the EC form field.
h. Save your changes in Word.
13. Locate the custom report by navigating to Catalog – Location/Shared Folders/Custom/Human Capital
Management/Workflow Notifications. Click Edit.
14. Verify the browser url:
https://host:port/xmlpserver/servlet/editor/report?_xdo=/Custom/Human+Capital+Management/Workflow+Notifications/TerminationReport.xdo

15. Search the custom data model and click Open to link the custom rtf. Place the cursor over the
EmploymentWRProceses hyperlink to verify the path.

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

20 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

 17. Click View Report. Enter a transaction ID and click Apply to view outputs. Verify the added attributes.

» Cosmetic Changes. You can modify any header, text, label names and layout, or change font and remove
attributes without using the data model.
» Add a branding logo. Follow these steps:
1. Log in to BI Publisher server (https://host:port/xmlpserver/servlet/home), navigate to the Templates folder
(Location/Shared Folders/Common Content/Templates). On the Workflow Notification Subtemplate
click More and click Customize. Select English to download the FinFunWorkflowNotificationSub.rtf to
your local drive.

2. There are two logo regions in the subtemplate, upload twice. You make global changes from this
subtemplate. If your enterprise is a group of companies and each has a different logo, use case
expression to control the appearance of a specific company logo.

21 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

 3. Upload the modified subtemplate. Navigate to Location/Shared Folders/Custom/Common
Content/Templates. On the Workflow Notification Subtemplate click Edit.

4. Click Upload, select File on local drive, English for Locale, click OK and then click OK to confirm
overwrite. Click Save and Return.

5. To check the result, navigate to Location/Shared Folders/Custom/Human Capital Management/Workflow

Notifications, and click Open TerminationReport. Enter a transaction ID and click Apply.

22 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

» PersonHeader Subtemplate. Navigate to Location/Shared Folders/Human Capital Management/Workflow
Notifications for the PersonHeaderSubtemplates.rtf to repeat the Customize actions, for example, to change front
size or background color, if necessary.

6. Verify the BI Publisher email notification:

23 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

Translation
Arabic Worked Example: ManageEmploymentCommon.xlf

1. Download the translation copy and open file.

2. Take note of the source and target languages:
<?xml version = '1.0' encoding = 'utf-8'?>
<!-- $AppsHeader:
fusionapps/hcm/per/bipub/WorkflowNotifications/reports/ManageEmploymentReport/ManageEmployment
Common.xlf /st_fusionapps_pt-v2mib/12 level=102 2020/08/28 14:29:33 kessubra Exp $ -->
<!-- $Header:
fusionapps/hcm/per/bipub/WorkflowNotifications/reports/ManageEmploymentReport/ManageEmployment
Common.xlf /st_fusionapps_pt-v2mib/12 2020/08/28 14:29:33 kessubra Exp $ -->
<xliff version="1.0">
<file source-language="en-US" target-language="ar" datatype="biprtf"
original="ManageEmploymentCommon.rtf" product-version="11.1.1.9.0" product-name="Oracle BI
Publisher">
3. Make sure that trans-unit id remains unchanged across all languages for a given custom field:
<trans-unit id="5ba99ef6">
<source>RTF Template</source>
<target>‫ ﻧﻣوذج ﺑﺗﻧﺳﯾق‬RTF</target>
<prop-group name="ora_reconstruction">
<prop prop-type="e1">VGVtcA==</prop>
</prop-group>
<note>Text located: body</note>
</trans-unit>

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.

24 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

 Q: How to fix the buttons and footer links when not getting translated?

A: Check the import statement of the subtemplate call:

<?import: xdoxsl:///Common Content/Templates/Workflow Notification

Subtemplate.xsb?loc=${_XDOLOCALE}?>

<?import: xdoxsl:///Human Capital Management/Workflow Notifications/PersonHeader

Subtemplate.xsb?loc=${_XDOLOCALE}?>

User Preferences: Date / Time / Currency

For Date, Time, and Currency in the notifications to display as per user preferences, BIP supports new properties,
such as format-date, format-time, format-number, and format-currency functions to be used in RTF & XSL Template.
You must use Oracle format functions with the new abstract format masks XDODEFDATE, XDODEFTIME,
XDODEFNUM, XDODEFCC, see below examples:

Abstract Format
User Preference Property Name Format Type Worked Example
Mask
Date Format xslt._XDODEFDATE Java date format XDODEFDATE <?format-date:mydate; 'XDODEFDATE'?>

Time Format xslt._XDODEFTIME Java time format XDODEFTIME <?format-date:mydate; 'XDODEFTIME'?>

<?format-date:mydate; 'XDODEFDATE
XDODEFTIME'?>

Number Format xslt._XDODEFNUM Java number format XDODEFNUM <?format-number:myamount; 'XDODEFNUM'?>

Currency Format xslt._XDODEFCC ISO 4217 currency XDODEFCC <?format-currency:myamount; 'XDODEFCC'?>

code <?format-currency:myamount; 'XDODEFCC';
'true'?>

Note: ISO 4217 defined 'minor unit' will be used to determine the currency value decimal.

Advanced Solution
To selectively disable email notifications but enable Worklist: Notifications and Approvals within the Fusion
Application for certain composites, see how-to in Frequently Asked Questions About Approvals (Doc ID 1987850.1)
p.4, Can I disable email notifications for specific business processes? This option to Delete Notification applies to
(Classic and BI Publisher) Email and bell notification types.

Prerequisites
1. Simple Mail Transfer Protocol (SMTP) email transmission. Incoming and outgoing email server configuration
within Oracle Fusion Applications / SOA Suite are enabled. For unit testing, see How to Set a Global Email
Account for all Notifications for Testing Purposes (Test Address) (Doc ID 1473706.1).

2. HTML is the best message format to use when you want to create emails that look nice with various fonts,
colors, and when you want to show pictures inside your message. See How to configure Exchange Server to
automatically convert RTF messages to the HTML format for reference.

3. Configuration. Check Tools > Transaction Console that Bypass Approvals is disabled. Verify FSM >
Configure Seniority Dates at work relationship level is setup correctly. Confirm BPM Worklist > Task
Configuration composite settings.

Additional Resources
Configurable Workflow Notifications (documentation)

Configurable Email Notifications: Implementation Considerations (Doc ID 2215570.1)

25 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

Appendix
Also see separate file “Spreadsheet for Global HR Configurable Email Notifications.xlsx” for the mapping of
processes and predefined rtf templates that support Work Structures, Person, and Employment transactions.
S.No REPORT FOLDER (.xdo) REPORT NAME DATAMODEL NAME
1 AbsenceApprovalNotificationReport AbsenceApprovalNotificationReport.rtf AbsenceApprovalEmailNotification.xdm
2 AbsenceBalanceDisbursementNotificationReport AbsenceBalanceDisbursementNotificationReport.rtf AbsenceBalanceDisbursementNotification.xdm
3 AbsenceBalanceDonationNotificationReport AbsenceBalanceDonationNotificationReport.rtf AbsenceBalanceDonationNotification.xdm
4 AddAssignmentReport AddAssignment.rtf EmploymentCreateProcesses.xdm
5 AddContactReport AddContact.rtf AddContact.xdm
6 AddCWKReport AddCWKR11.rtf EmploymentCreateProcesses.xdm
7 AddNWKReport AddNWKR11.rtf EmploymentCreateProcesses.xdm
8 AddPWKReport AddPWKR11.rtf EmploymentCreateProcesses.xdm
9 AddTermsReport AddTerms.rtf EmploymentCreateProcesses.xdm
10 AddWorkRelationshipReport AddWorkRelationship.rtf EmploymentCreateProcesses.xdm
11 ApprovalEmailNotification ApprovalEmailNotificationTemplate.rtf ApprovalEmailNotification.xdm
12 AssignmentChangeReport AssignmentChange.rtf EmploymentUpdateProcesses.xdm
13 CancelWorkRelationshipReport CancelWRReport.rtf EmploymentWRProcesses.xdm
14 CareerDevelopmentApprovalFYIReport CareerDevelopmentAppFYINotificationLayout.rtf CareerDevelopmentApprovalNotificationDM.xdm
15 CareerDevelopmentApprovalReport CareerDevelopmentAppNotificationLayout.rtf CareerDevelopmentApprovalNotificationDM.xdm
16 CareerDevelopmentFYINotification CareerDevelopmentFYINotificationLayout.rtf CareerDevelopmentFyiDM.xdm
17 CareerDevRespApprovalReport CareerDevRespApprovalTemplate.rtf CareerDevResponsiveDM.xdm
18 ChangeLegalEmployerReport ChangeLegalEmployer.rtf EmploymentCreateProcesses.xdm
19 ChangeLegalEmployerWithdrawTransFYIReport ChangeLegalEmployerWithdrawTransFYI.rtf EmploymentWRProcesses.xdm
20 ChangeLocationReport ChangeLocationReportR11.rtf EmploymentUpdateProcesses.xdm
21 ChangeLocationReportPostApproval ChangeLocationReportR11.rtf EmploymentUpdateProcessesPostApproval.xdm
22 ChangeManagerReport ChangeManagerReportR11.rtf EmploymentUpdateProcesses.xdm
23 ChangeManagerReportPostApproval ChangeManagerReportR11.rtf EmploymentUpdateProcessesPostApproval,xdm
24 ChangeSalaryReport ChangeSalaryReportR11.rtf ChangeSalary.xdm
25 ChangeWorkHoursReport ChangeWorkHoursR11.rtf EmploymentUpdateProcesses.xdm
26 ChangeWorkHoursReportPostApproval ChangeWorkHoursR11.rtf EmploymentUpdateProcessesPostApproval.xdm
27 ChecklistWelcomeReport ChecklistWelcomeReportRTF.rtf ChecklistWelcomeDataModel.xdm
28 CmpBudgetFYIReport CmpBudgetFYINotification.rtf CmpBudgetFYI.xdm
29 CmpChangeEligApproval CmpChngEligApprovalReport.rtf CmpChangeEligApproval.xdm
30 CmpChangeEligFYI CmpChngEligFYIReport.rtf CmpChangeEligFYI.xdm
31 CmpDelegateWkrApprovalReport CmpDelegateWkrApproval.rtf CmpDelegateWkrApproval.xdm
32 CmpDelegateWkrFYIReport CmpDelegateWkrFYI.rtf CmpDelegateWkrApproval.xdm
33 CmpRsgnWorkerApprovalReport CmpRsgnWorkerApproval.rtf CmpRsgnWorkerApproval.xdm
34 CmpRsgnWorkerFYIReport CmpRsgnWorkerFYI.rtf CmpRsgnWorkerApproval.xdm
35 CmpWkstApprovalReport CmpWkstApproval.rtf CmpWkstApproval.xdm
36 CmpWorkbenchFYIReport CmpWorkbenchFYI.rtf CmpWorkbenchFYI.xdm
37 CreateGradeLadderReport CreateGradeLadderReportRTF.rtf ManageGradeLadders.xdm
38 CreateGradeRateReport CreateGradeRateReportRTF.rtf ManageGradeRates.xdm
39 CreateGradeReport CreateGradeReportRTF.rtf ManageGrades.xdm
40 CreateJobReport CreateJobReportRTF.rtf ManageJobs.xdm
41 CreateLocationReport CreateLocationReportRTF.rtf ManageLocations.xdm
42 CreateOrganizationReport CreateOrganizationReportRTF.rtf ManageOrganizations.xdm
43 CreatePositionReport CreatePositionReportRTF.rtf ManagePositions.xdm
44 DeleteAssignmentReport DeleteAssignment.rtf EmploymentDeleteAssignmentProcess.xdm
45 DeleteGradeLadderReport DeleteGradeLadderReportRTF.rtf ManageGradeLadders.xdm
46 DeleteGradeRateReport DeleteGradeRateReportRTF.rtf ManageGradeRates.xdm
47 DeleteGradeReport DeleteGradeReportRTF.rtf ManageGrades.xdm
48 DeletePositionReport DeletePositionReportRTF.rtf ManagePositions.xdm
49 DTDeleteGradeLadderReport DTDeleteGradeLadderReportRTF.rtf ManageGradeLadders.xdm
50 DTDeleteGradeRateReport DTDeleteGradeRateReportRTF.rtf ManageGradeRates.xdm
51 DTDeleteGradeReport DTDeleteGradeReportRTF.rtf ManageGrades.xdm
52 DTDeleteJobReport DTDeleteJobReportRTF.rtf ManageJobs.xdm
53 DTDeleteLocationReport DTDeleteLocationReportRTF.rtf ManageLocations.xdm
54 DTDeleteOrganizationReport DTDeleteOrganizationReportRTF.rtf ManageOrganizations.xdm
55 DTDeletePositionReport DTDeletePositionReportRTF.rtf ManagePositions.xdm
56 EditPWKReport EditPWK.rtf EditPendingWorker.xdm
57 EligibleJobsReport EligibleJobs.rtf EmploymentUpdateProcesses.xdm
58 EligibleJobsReportPostApproval EligibleJobsPostApproval.rtf EmploymentUpdateProcessesPostApproval.xdm
59 ExternalIdentifierReport externalidentifiertemplate.rtf ExternalIdentifier.xdm
60 LearningAssignmentCompletionApprovalReport LearningAssignmentCompletionApprovalReportTemplate.rtf LearningAssignment.xdm
61 LearningAssignmentCompletionLearnerReport LearningAssignmentCompletionLearnerReportTemplate.rtf LearningAssignment.xdm
62 LearningAssignmentWithdrawalApprovalReport LearningAssignmentWithdrawalApprovalReportTemplate.rtf LearningAssignment.xdm
63 LearningAssignmentWithdrawalLearnerReport LearningAssignmentWithdrawalLearnerReportTemplate.rtf LearningAssignment.xdm
64 LearningRequestApprovalReport LearningRequestApprovalReportTemplate.rtf LearningAssignment.xdm
65 LearningRequestCancelReport LearningRequestCancelReportTemplate.rtf LearningAssignment.xdm
66 LearningRequestLearnerReport LearningRequestLearnerReportTemplate.rtf LearningAssignment.xdm
67 LocalAndGlobalTransferReport LocalAndGlobalTransfer.rtf LocalAndGlobalTransfer.xdm
68 LocalAndGlobalTransferReportPostApproval LocalAndGlobalTransfer.rtf LocalAndGlobalTransferPostApproval.xdm
69 ManageAssignmentEFFReport ManageAssignmentEFF.rtf AdditionalAssignmentInfo.xdm
70 ManageAssignmentEFFReportPostApproval ManageAssignmentEFF.rtf AdditionalAssignmentInfoPostApproval.xdm
71 ManageCompensationReport ManageCompensationReportR11.rtf ManageCompensation.xdm
72 ManageContractsReport ManageContracts.rtf ManageContracts.xdm
73 ManageContractsReportPostApproval ManageContracts.rtf ManageContractsPostApproval.xdm
74 ManageDirectsReport ManageDirectsR11.rtf EmploymentUpdateProcesses.xdm
75 ManageDorReport ManageDorReportR13.rtf ManageDOR.xdm

26 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

 S.No REPORT FOLDER (.xdo) REPORT NAME DATAMODEL NAME
76 ManageEmploymentReport ManageEmploymentCommon.rtf EmploymentUpdateProcesses.xdm
77 ManageEmploymentReportPostApproval ManageEmploymentCommon.rtf EmploymentUpdateProcessesPostApproval.xdm
78 ManagePersonApprovalReport ManageApprovalReportTemplateV1.rtf ManagePersonApproval.xdm
79 ManageWorkRelationshipReport ManageWRReport.rtf EmploymentWRProcesses.xdm
80 ManageWorkRelationshipReportPostApproval ManageWRReport.rtf EmploymentWRProcessesPostApproval.xdm
80 NewHireReport NewHireR11.rtf EmploymentCreateProcesses.xdm
81 NoteSentToManagerReport NoteSentToManager.rtf PersonNotes.xdm
82 NoteSentToWorkerReport NoteSentToWorker.rtf PersonNotes.xdm
83 NotifyCopyConflictReport NotifyCopyConflict.rtf EmploymentWRProcesses.xdm
84 NotifyDeleteConflictReport NotifyDeleteConflict.rtf EmploymentWRProcesses.xdm
85 NotifyMultipleConflictReport NotifyMultipleConflict.rtf EmploymentWRProcesses.xdm
86 NotifyRejectedManageWRFYIReport NotifyRejectedManageWRFYI.rtf EmploymentWRProcesses.xdm
87 NotifyRejectedTerminationFYIReport NotifyRejectedTerminationFYI.rtf EmploymentWRProcesses.xdm
88 NotifyWithdrawConflictReport NotifyWithdrawConflict.rtf EmploymentWRProcesses.xdm
89 NotifyWithdrawTxnsForTerminationReport NotifyWithdrawTxnsForTermination.rtf EmploymentWRProcesses.xdm
90 PerformanceApprovalNotificationsReport PerformanceApprovalReport.rtf PerformanceApprovalDM.xdm
91 PerformanceFyiNotificationsReport PerformanceFyiNotifications.rtf PerformanceFYIDM.xdm
92 PerformanceGoalApprovalNotificationsReport PerformanceGoalApprovalNotificationsTemplate.rtf PerformanceGoalApprovalNotificationsDM.xdm
93 PerformanceGoalNotificationsReport PerformanceGoalNotificationsTemplate.rtf PerformanceGoalNotificationsDM.xdm
94 PerformanceGoalRespApprovalNotificationReport PerformanceGoalRespApprovalNotificationsTemplate.rtf PerformanceGoalApprovalNotificationsResponsiveDM.xdm
95 PersonalInformation_AddressReport PersonalInformation_Address.rtf PersonalInformation_Address.xdm
96 PersonalInformation_BiographicalReport PersonalInformation_Biographical.rtf PersonalInformation_Biographical.xdm
97 PersonalInformation_CitizenshipReport PersonalInformation_Citizenship.rtf PersonalInformation_Citizenship.xdm
98 PersonalInformation_CommunicationReport PersonalInformation_Communication.rtf PersonalInformation_Communication.xdm
99 PersonalInformation_ContactRelationshipReport PersonalInformation_ContactRelationship.rtf PersonalInformation_ContactRelationship.xdm
100 PersonalInformation_DemographicReport PersonalInformation_Demographic.rtf PersonalInformation_Demographic.xdm
101 PersonalInformation_DisabilityReport PersonalInformation_Disability.rtf PersonalInformation_Disability.xdm
102 PersonalInformation_DriversLicenseReport PersonalInformation_DriversLicense.rtf PersonalInformation_DriversLicense.xdm
103 PersonalInformation_NameReport PersonalInformation_Name.rtf PersonalInformation_Name.xdm
104 PersonalInformation_PassportReport PersonalInformation_Passport.rtf PersonalInformation_Passport.xdm
105 PersonalInformation_VisaPermitReport PersonalInformation_VisaPermit.rtf PersonalInformation_VisaPermit.xdm
106 PersonalInformationReport PersonalInfomationRF.rtf PersonalInformation.xdm
107 ProfileChangeNotificationReport ProfileReport.rtf ProfileChangeNotification.xdm
108 ProfilesApprovalNotificationFYIReport ProfilesApprovalNotificationFYIReportTemplate.rtf ProfilesApprovalNotificationDM.xdm
109 ProfilesApprovalNotificationReport ProfilesApprovalNotificationReportTemplate.rtf ProfilesApprovalNotificationDM.xdm
110 PromotionReport PromotionReportR11.rtf EmploymentUpdateProcesses.xdm
111 PromotionReportPostApproval PromotionReportR11.rtf EmploymentUpdateProcessesPostApproval.xdm
112 ResponsibilityInfoFYIReport ResponsibilityInfoFYI.rtf ManageAOR.xdm
113 ResponsibilityInfoReport ResponsibilityInfo.rtf ManageAOR.xdm
114 RoleDelegationDelegatorFYIReport RoleDelegationDelegatorFYI.rtf RoleDelegation.xdm
115 RoleDelegationProxyFYIReport RoleDelegationProxyFYI.rtf RoleDelegation.xdm
116 SaveForLaterReport SaveForLaterReportR13.rtf SaveForLater.xdm
117 ShareInfoApprovalFYIReport ShareInfoApprovalFYI.rtf ShareInformation.xdm
118 ShareInfoApprovalReport ShareInfoApproval.rtf ShareInformation.xdm
119 ShareInfoFYIReport ShareInfoFYI.rtf ShareInformation.xdm
120 ShareInfoRejectFYIReport ShareInfoRejectFYI.rtf ShareInformation.xdm
121 ShareInfoResponsiveApprovalReport ShareInfoResponsiveApproval.rtf ShareInformationResponsive.xdm
122 TalentCalibFYIReport TalentCalibReport.rtf TalentCalibFYIDM.xdm
123 TaskActionRequiredReport TaskActionRequiredReportRTF.rtf TaskNotificationDataModel.xdm
124 TaskFYIReport TaskFYIReportRTF.rtf TaskNotificationDataModel.xdm
125 TerminationReport TerminationReportR11.rtf EmploymentWRProcesses.xdm
126 TimecardApprovalNotificationBulkReport TimecardApprovalNotificationBulkTemplate.rtf TimeApprovalNotificationBulkDM.xdm
127 TimecardApprovalNotificationReport TimecardApprovalNotificationTemplate.rtf TimeApprovalNotificationDM.xdm
128 TimeChangeRequestReport TimeChangeRequestTemplate.rtf TimeChangeRequestDM.xdm
129 TransferReport TransferReportR11.rtf EmploymentUpdateProcesses.xdm
130 TransferReportPostApproval TransferReportR11.rtf EmploymentUpdateProcessesPostApproval.xdm
131 UpdateGradeLadderReport UpdateGradeLadderReportRTF.rtf ManageGradeLadders.xdm
132 UpdateGradeRateReport UpdateGradeRateReportRTF.rtf ManageGradeRates.xdm
133 UpdateGradeReport UpdateGradeReportRTF.rtf ManageGrades.xdm
134 UpdateJobReport UpdateJobReportRTF.rtf ManageJobs.xdm
135 UpdateLocationReport UpdateLocationReportRTF.rtf ManageLocations.xdm
136 UpdateOrganizationReport UpdateOrganizationReportRTF.rtf ManageOrganizations.xdm
137 UpdatePositionReport UpdatePositionReportRTF.rtf ManagePositions.xdm
138 PersonHeader Subtemplate PersonHeaderSubtemplatesTemplate.rtf NA
139 AssignmentChangeReportPostApproval AssignmentChange.rtf EmploymentUpdateProcessesPostApproval.xdm
140 LearningIncidentDeleteContentAssnCreatorReport LearningIncidentDeleteContentAssnCreatorReport.rtf LearningIncident.xdm
141 LearningIncidentDeleteContentAssnLearnerReport LearningIncidentDeleteContentAssnLearnerReport.rtf LearningIncident.xdm
142 LearningIncidentDeleteContentOwnerReport LearningIncidentDeleteContentOwnerReport.rtf LearningIncident.xdm
143 LearningIncidentReportContentAdminReport LearningIncidentReportContentAdminReport.rtf LearningIncident.xdm
144 LearningIncidentReportContentOwnerReport LearningIncidentReportContentOwnerReport.rtf LearningIncident.xdm
145 LearningItemApprovalReport LearningItemApprovalReport.rtf LearningItem.xdm
146 LearningItemOwnerReport LearningItemOwnerReport.rtf LearningItem.xdm
147 ModelPlanApprovalReport ModelPlanApprovalReport.rtf ModelPlanApproval.xdm
148 PerformanceGoalApprovalNotificationsReport PerformanceGoalApprovalNotificationsTemplate.rtf PerformanceGoalApprovalNotificationsDM.xdm
149 PerformanceGoalNotificationsReport PerformanceGoalNotificationsTemplate.rtf PerformanceGoalNotificationsDM.xdm
150 PerformanceGoalRespApprovalNotificationsReport PerformanceGoalRespApprovalNotificationsTemplate.rtf PerformanceGoalApprovalNotificationsResponsiveDM.xdm
151 PersonImageReport PersonImage.rtf PersonImage.xdm
152 ExternalIdentifierPostApprovalReport ExternalIdentifierPostApproval.rtf ExternalIdentifierPostApproval.xdm
153 ManageAssignmentEFFReport ManageAssignmentEFF.rtf AdditionalAssignmentInfo.xdm
154 ManageAssignmentEFFReportPostApproval ManageAssignmentEFF.rtf AdditionalAssignmentInfoPostApproval.xdm

27 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS

 Oracle Corporation, World Headquarters Worldwide Inquiries
500 Oracle Parkway Phone: +1.650.506.7000
Redwood Shores, CA 94065, USA Fax: +1.650.506.7200

CONNECT WITH US

blogs.oracle.com/oracle
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the
contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other
facebook.com/oracle warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or
fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are
formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means,
twitter.com/oracle electronic or mechanical, for any purpose, without our prior written permission.

oracle.com Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and
are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are
trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. 1021

Release 13 Global Human Resources Configurable Email Notifications

October 2021
Surlina Yin

28 | RELEASE 13 GLOBAL HUMAN RESOURCES CONFIGURABLE EMAIL NOTIFICATIONS