Overview of Implementing Journeys

Use this module to configure journeys and its tasks, including integrations with external vendors.

This table specifies the primary features of this module.

Task	Feature Details	Topic or Guide
Enable Profile Options	Manage journey related profile options as required, to meet your requirements.	Refer to the Journey Profile Options topic in this guide.
Review Lookups	Create or update lookups related to journeys and have user or extensible configuration levels. You review lookups using the Checklist Lookups task in the Setup and Maintenance work area.	Refer to the Journey Lookups topic in this guide.
Review and Configure Categories	Create or update categories for configuring journey templates.	Refer to the Journey Categories topic in this guide.
Configure Eligibility Criteria	Link an eligibility profile at the journey template level or at the task level to determine to whom the template or task is applicable.	Refer to the Eligibility Profiles for Benefits and Other Objects chapter in the Implementing Benefits guide.
Configure Fast Formulas	Create fast formulas and associate to an eligibility profile, in case you are using Activation Criteria for journey tasks.	Refer to the Fast Formulas chapter in the Implementing Global Payroll guide.
Configure Questionnaires	You use the questionnaire functionality in HCM to create a questionnaire and select the appropriate subscriber depending on the journey category. Survey - Journey Surveys Guided Journey - Guided Journeys Other categories - HR Checklists	Refer to the Questionnaires chapter in the Implementing Performance Management guide.
Configure Integrations	Configure these integrations depending on the integration used in your organization: Native eSignature DocuSign HireRight for I-9 Process Oracle Process Automation - Enables you to extend journeys and create Process Automation tasks for automating certain business processes in your organization.	For more details about Oracle Process Automation, refer to the Integrate with Applications and Services chapter in the Using Oracle Cloud Infrastructure Process Automation guide.
Configure Alerts for Notifications	Review seeded or modify alert templates to use in your journeys.	Refer to the Alerts Composer chapter in the Using Common Features for HCM guide.
Configure BI Publisher Templates	Review seeded or modify BI publisher templates to use for journey notifications. Create BI Publisher templates for use in eSignature and Report task types.	Refer to the Oracle Business Intelligence Publisher User's Guide.
Configure OTBI Analysis	Create OTBI for use in guided journeys.	Refer to the Subject Areas for Transactional Business Intelligence in HCM guide.
Configure Task Library	Create tasks in a task library from which you can select and add tasks to a journey template or an assigned journey.	Refer to the Task Library topic in this guide.
Configure Task Groups	Configure a task group that you can reuse in multiple journey templates.	Refer to the Configuring Task Groups topic in this guide.
Configure Templates	Create a journey template according to your requirements.	Refer to the Templates topic in this guide.
Configure Tasks	Configure tasks of different task types that a task performer needs to complete in a journey.	Refer to the Configuring Task Types topic in this guide.
Configure Security	Roles and Privileges Category Security Template Security	Refer the Security Reference for HCM guide.