Redwood Experience for Responsibility Templates

Enrich the user experience with the new Responsibility Template page developed using the Redwood toolset. The page is built from the ground up using Visual Builder Studio (VBS) to give you a unique experience of Oracle applications.

You can navigate to the new Area of Responsibility Templates page from the Quick Actions pane under the My Client Groups section, Workforce Structures subsection.

Responsibility templates enable you to create and reuse frequently defined responsibilities within your organization.

The templates are defined independently from individual representatives and can support various scope patterns as per your organization’s needs. They also enable you to create a simple, less-cluttered responsibility description and scope just once, and reuse that same definition across multiple people.

The templates automatically populate Basic Information and Scope values on the worker's responsibility. You can also specify default scope values and whether a value is required on a worker's responsibility. In case, no value is present at the person-level AOR, a validation message appears to enforce that the user must enter a value.

New Redwood Responsibility Templates page

With a responsibility template, you can control and minimize the number of responsibility scope items that are visible on a worker’s responsibility without HCM Experience Design Studio configuration.

You can still copy and delete a responsibility template. When you copy, the basic information and scope are copied, but not the associated representatives.

You can delete a template only if there aren’t any representatives associated with it. In this case, where representatives are present, the delete action will be disabled.

The new Responsibility Templates page builds the foundation for autoprovisioning responsibilities. This means easier maintenance by automatically creating person-level areas of responsibility (AORs) based on worker assignments. For further information, see Responsibility Autoprovisioning.

You can create and assign the template directly to representatives. This automatically generates the area of responsibility associated with the assigned people. For a directly assigned representative, you’ll see their responsibility is created where the responsibility name includes the source template name and a unique, incremented number.

Create Responsibility Template with a person who is directly assigned from this template

The new Responsibility Templates page includes these enhancements:

• Search across responsibility templates by template name, code, or scope attribute value

• Use filter chips to search by status, from and to dates, usage, associated responsibility template, and Bypass preview option (for autoprovisioning).
• Table format for responsibility templates where:
  • Template Name column is sorted alphabetically, by default.
  • Sort results in ascending or descending order by clicking the relevant icon.
• New section to Assign by Criteria, when autoprovisioning is activated.
• Validation of directly assigned representatives is required when dynamic representative scope options are defined.

The new page is built using the Redwood toolset and offers better performance. You can take advantage of the cohesiveness through the application with the new page.

Steps to Enable

In order to work with the new Maintain Areas of Responsibility page, you must first enable the ORA_HCM_VBCS_PWA_ENABLED profile option. In addition, check if the ORA_PER_AOR_REDWOOD_ENABLED profile option is also enabled. By default, the profile option is delivered as disabled. If you want to use the Redwood Responsibility Templates page, you need to set the profile option to Yes.

To enable the profile option, navigate to the Setup and Maintenance work area:

1. Search for and click the Manage Administrator Profile Values task.
2. Search for and select the profile option:
3. Select the Level as Site.
4. Enter Yes in the Profile Value field.
5. Click Save and Close.

Tips And Considerations

• It’s recommended to use responsibility autoprovisioning for easier AOR maintenance.
• Use responsibility autoprovisioning if you have a large number of directly assigned representatives on a template.
• HDL support for Responsibility Templates is not available as of now.
• Approvals aren’t available for areas of responsibility templates, either in create or edit modes.
• It’s recommended to associate 1-5 representatives to a template for performance reasons. 
• Template details are independent of the person's responsibilities, and vice versa.
• After the initial creation of person-level areas of responsibilities, there’s no synchronization of the start date, end date or status fields of the person and template.
• Any changes to an area of responsibility template will be corrections to the content because AOR isn’t date-effective. There won’t be any history of the corrections, and modifications take effect immediately.
• You can't reactivate an inactive template. Once a template is inactivated, you’ll need to copy it to make updates. 
• You can select the same person multiple times in the Assign to People section. The Responsibility Template allows flexibility to support the following business scenarios:
  • You define an AOR template with the same scope items. You can create multiple responsibilities associated with the same template and then add the value of the Business Unit (or Department) for that person’s AOR.
  • Hierarchy Type is selected and required for the same Department hierarchy name, but you can leave the Top Node (not required on the AOR Template) to be defined at the person-level responsibility.

Key Resources

For more information, refer to these resources on the Oracle Help Center.

• Areas of Responsibility, Using Global Human Resources guide.
• Autoprovisioning Areas of Responsibility, What’s New 24B

For a listing of all profile options for the recreated pages across applications, see the following document in My Oracle Support:

• HCM Redwood Pages with Profile Options – MOS Document - 2922407.1

For more information on extending Redwood pages in HCM, refer to this feature announcement on the Oracle Help Center.

• Extending HCM Redwood Pages Using Visual Builder Studio (VBS).

Access Requirements

If you're an existing customer, then there are no changes to be made to your custom roles. New customers will have to assign the following aggregate privileges to their custom roles to access the new Responsibility Templates page.

Privilege name and code	Job role
Manage Responsibility Templates PER_MANAGE_RESPONSIBLITY_TEMPLATE_PRIV	HCM Application Administrator
View Responsibility Templates PER_VIEW_RESPONSIBLITY_TEMPLATE_PRIV	Human Resource Analyst