HCM Cloud: How to Utilize News Feed Layout Amy Kust HCM Cloud Delivery Lead Oracle University October 23, 2018 Confidential – Oracle Internal/Restricted/Highly Restricted

Program Agenda Homepage: Then and Now Configure Newsfeeds 1 2 Confidential – Oracle Internal/Restricted/Highly Restricted

18A Home Page – Panel or Banner Global area Relevant news/announcements/ social network integration Springboard Key tasks are arranged in groups Introduction to Oracle Human Capital Management Cloud 3 - 3

Infolet Pages Use the row of dots to navigate between the springboard and your infolet pages. Infolets are small interactive widgets (OTBI reports) on the home page that provide key information and actions for a specific area. Each infolet can have front, back, and enlarged views. Users can have multiple infolet pages. Introduction to Oracle Human Capital Management Cloud 3 - 4

Quick Actions Access from second or third dot on the springboard Perform actions without having to be familiar with work areas Consolidates actions for all roles assigned to the user Initiate an action from Quick Actions and return to Quick Actions Personalize what Actions display Available to delivered Employee and Contingent Worker roles via privilege Access Quick Actions (PER_ACCESS_QUICK_ACTIONS) Introduction to Oracle Human Capital Management Cloud 3 - 5

18B New Newsfeed Home page FIND what you need with Search KNOW what you need with Notifications PERSONALIZE your HR Apps BE EFFICIENT with to-do list at your fingertips The newsfeed home page offers an optimized persona experience, has intuitive navigation, simplified search, has a vertically scrollable layout, is mobile Web responsive and is infused with emerging technology. So right when you log into the HR system, you can Find what you need with search Know what you need to do right away through notifications Take quick actions through the simplified quick actions navigation Personalize your regular HR tasks through my apps Finish your HR tasks where you left off through things to finish

Newsfeeds Experience The News Feed layout provides easy access to everything you need in a modern, streamlined, mobile responsive page. Streamlined Main Menu New HCM Global Search New Tabs and Apps Enhanced Role Based Quick Actions Redesigned Things to Finish Enhanced News and Announcements Relocated Infolets Introduction to Oracle Human Capital Management Cloud 3 - 7

Newsfeeds Experience Optimized persona experience Intuitive navigation Vertically scrollable layout Mobile Web responsive Simplified search Emerging technology Infused Global Search Quick Actions Apps Things to finish Introduction to Oracle Human Capital Management Cloud 3 - 8

Streamlined Main Menu (Navigator) Displays HCM menu groups in first menu positions Consolidates functionality into 3 main role-based groups Hides unneeded entries to reduce clutter Groups entries with no subordinates into Others The main menu is redesigned and simplified. HCM menu groups now appear in the first positions of the main menu. Most HCM menu entries are consolidated under Me (formally About Me), My Team, and My Client Groups (formally My Workforce) to make it easier to find what you’re looking for based on the role you’re acting in. For example, the Compensation work area is now available under My Client Groups and Directory is located under Me. Payroll and Benefits Administration still exist as their own menu groups. In addition, some entries are delivered as hidden and some are consolidated into a single entry such as the new Career and Performance entry under Me. Menu entries that don’t have any subordinate entries under them are now consolidated into a new menu group called Others. This is true for all Fusion products, not just HCM. Introduction to Oracle Human Capital Management Cloud 3 - 9

Page Tabs & Apps Displays menu groups as tabs Displays subordinate entries as Apps Provides alternate access for quick navigation On the news feed layout, there is a home page tab for every main menu group. Tabs display in the same order as the groups display in the main menu. The groups are boxed in red. On each tab, there are apps that represent the subordinate menu entries included in each main menu group. These are boxed in green. Apps provide an alternate way to get to where you want to go and put navigation front and center. So when you have to make a change for yourself and are on the Me tab, for example, you can easily click on the Personal Information App to navigate to the Personal Info page instead of using the main menu. You can hide apps you don’t use to further simplify the page. Hiding an app does not hide the entry from the main menu. Introduction to Oracle Human Capital Management Cloud 3 - 10

Global Search Search for Direct Search for Self Search for HCM people Take action on a searched person View Recent Searches View Popular Searches Search for Main Menu entries Search for Self Using the new HCM global search, you can search for yourself or another person and take action directly from the global search window. When you click the arrow next to a searched person, you’re presented with suggested actions. Suggested actions are person sensitive. When you search for and select yourself, suggested actions are those you can perform on yourself. If you search for and select another person, suggested actions only include those you can perform on that person as either their line manager or as an HR professional. Suggested actions are predetermined based on customer usage statistics, so not all actions can be initiated from the global search. You can also click on any person’s name to go directly to their spotlight. In addition to people group seen here, each user can enable different groups to appear in the Global Search window such as your own Recent Searches, Popular Searches in your organization, and Navigation to enable searching on main menu entries. Introduction to Oracle Human Capital Management Cloud 3 - 11

Role Based Quick Actions Displays HCM menu groups in first menu positions Organizes actions by role Provides quick links to initial set of actions Groups actions by function on Show More Allows administrators to configure groups and actions to display Quick actions are now organized by the role you’re acting in and are available from the Me, My Team, and My Client Group home page tabs when using the news feed layout. By “role”, we’re referring to generic, high level roles not specific application or job roles. Links to an initial set of actions are available on the home page tabs when you have the functional privilege to perform those actions for either yourself, your team, or the people in your professional area of responsibility. Click Show More under the last quick link to see all the actions you can perform in that role. Actions are organized into functional groups to make it easier to find the action you want to perform. Actions displayed as quick links on the HCM home page tabs are those that appear first on the Show More page. For example, on the My Team tab, you see the employment actions displayed first, so those actions appear as quick links. Quick actions use functional security to determine actions you can perform. For those actions that require you to select a person, such as Promote or Transfer, data security is evaluated after you select the action. Then you’re presented with a list of people you can act on. When on the My Team tab, you can act on employees on your team. When on the My Client Groups tab, you can act on people in your area of responsibility as an HR professional. Administrators can configure the Show More page using the Structure menu. You can change the names of the functional group, enable or disable actions, and change the sequence of the functional groups and actions within those groups. Introduction to Oracle Human Capital Management Cloud 3 - 12

Things to Finish Places notifications on your home page Displays number of notifications assigned to and created by you Provides 1 click access to dismiss, approve, reject Your notifications now appear in the Things to Finish section of the home page. You can quickly see how many notifications are assigned to you and how many notifications were sent based on actions you performed. You can quickly dismiss, approve, or reject a notification if you don’t require additional details to close it out. Use the right arrow to scroll to see additional notifications in the card view, or you can use Show More to see all your notifications. Show more organizes your notifications into those assigned to you, created by you, and archived. The Show More page displays the same notifications as the bell icon and provides an alternate way of accessing your notifications when using the news feed layout. Introduction to Oracle Human Capital Management Cloud 3 - 13

News and Announcements Keeps you informed of what’s happening at work Enables you to configure announcement and news items News and announcements are also now displayed on the unified home page. There is a new configuration page where you can configure your company news and announcements. There are 3 predefined categories you can use: Article, Event, and Insights. You can also create your own. For each announcement, you define the subject, add a photo and text and can set an end date when the announcement is no longer available to your employees. Active announcements are global and are available to all employees in your organization. Introduction to Oracle Human Capital Management Cloud 3 - 14

Infolets Infolets are small interactive widgets Each infolet can have front, back, and enlarged views. Users can have multiple infolet links Puts analytics on your home page Prompts you to refresh to view the latest infolets With the News Feed home page layout, you access your infolets on the home page. Any infolets configured and available prior to converting to this new home page layout will continue to be available and requires no additional setup or configuration. When you log into the application, you do need to click the Refresh button to load the infolets. Introduction to Oracle Human Capital Management Cloud 3 - 15

Mobile Responsive =>18B- Mobile Responsive HCM Cloud supports new, completely redesigned responsive UX Three elements: Mobile Responsive UI, Newsfeeds Home Page Layout, and Redesigned Self-Service web pages The redesigned self-service transaction pages will be fully responsive across desktop, tablet and mobile devices The redesigned pages have a simple and modern experience based on familiar consumer app patters Personalizations like adding or hiding fields and branding elements will be 100% consistent across all UX channels Confidential – Oracle Internal/Restricted/Highly Restricted

Person Spotlight =>18B- Mobile Responsive – Simple Process Flow Confidential – Oracle Internal/Restricted/Highly Restricted

New Home Page Feed Configuration Detail To change your Default Home Layout: Enable a sandbox. Then open the main menu and go to Configuration and select Appearance. Select the Themes tab you see here. Change the Default Home Layout to News Feed. Make any other changes required and then Apply your changes. Then apply the sandbox.

New Home Page Feed Configuration Detail You can also change the names of sections of the page and change their visibility status, as well as change the order in which regions appear.

New HCM Global Search Setup Detail To enable the new HCM Global Search: Go to Functional Setup Manager. Search for the task Manage Global Search Configurations. Select Oracle HCM Cloud Global Search Configuration. Select the Default, Enabled, and Use only Suggestions for Search check boxes. Make any other selections as needed. Save and Close.

Enhanced Role Based Quick Actions Configuration Detail 2 3 To configure enhanced role based quick actions: While in a sandbox, open the main menu and go to Configuration and select Structure. Click the Me, My Team, or My Client Groups menu group. On the Edit Group page, select the Quick Actions tab. 1

Enhanced Role Based Quick Actions Configuration Detail 5 4. You can click on any of the functional group names used in the Quick Actions Show More to edit the group name or visibility of the entire group. For example, if you change the Visibility for the Personal Info group to No, the group and all the actions under it will be hidden from all employees. 5. If you expand the functional groups, such as Personal Info, you can edit the actions that belong to that group. You can change the name of the action, the associated icon, and the delivered visibility setting. You can also change the Group and move it to another group available for quick actions for the Me home page tab. 6

Enhanced Role Based Quick Actions Configuration Detail 6 7 6. You can also change the Group that an action belongs to using the Move To function. 7. Finally, you can reorder actions using the up and down arrows available for each action. 8. After you complete your changes, save and close and then apply the sandbox. Changes are HCM tab specific. For example, if you want to hide an action that is available to line managers on the My Team tab and to HR professionals on the My Client Groups tab, you need to hide them from both places using the described steps.

Enhanced News and Announcements Setup Detail To configure news and announcements: Open the main menu and go to Tools and select Announcements. Select an existing Announcement to edit it or click the Create button to create a new one. On the Edit Announcement page, complete the required and optional details. Add an image. Then save and close.

Relocated Infolets Setup Detail 4 5 1 6 2 To configure infolets: While in a sandbox, go to the Settings and Actions menu. - Select Edit Pages. - Select the level to edit. Scroll down to the infolets region and click the Infolet Repository icon. Select Create Infolet. On the Create Infolet page, configure your infolet and then Save and Close. Back on the home page, click Add Content for the infolet you just created. Select the content from the Analytics repository and edit the infolet as needed. When you’re done, apply the sandbox. 3

Additional Resources Oracle University Launchpad - https://learn.oracle.com/pls/web_prod-plq- dad/learn?p=MO:39618:39972:40003:0 Oracle University Cloud Learning Subscription (subscription required to access) - https://education.oracle.com/oracle-global-human-resources-cloud-learning- subscription/ls_193 Cloud Customer Connect - https://cloudcustomerconnect.oracle.com/pages/52a390deca My Oracle Support –HCM Cloud White Paper Library https://support.oracle.com/epmos/faces/DocumentDisplay?id=1504483.1 MOS Doc ID 2399671.1, “HCM Responsive User Experience Setup Information – Profile Options and Displayed Fields” Confidential – Oracle Internal/Restricted/Highly Restricted