Item and Audience Selection Updates for Recommendations

You can now select more than one learning item when creating recommendations. And you can use filtered lists, file upload of email addresses, and other methods to define audiences. You also now have a single create workflow in Redwood that replaces the classic workflows to create recommendations and recommendation initiatives.

New Recommendations Profile Page for Selecting Specific Resources

You can specify to process the recommendations audience once, or on a recurring basis.

Recurring Processing Rule Start and Stop Date Fields

You can define the target audience using one or more of the following criteria:

• Worker assignment filtered lists: Use a combination of worker assignment attributes, such as location, business unit, and worker type attributes.
• Job or position: Use either job or position, depending on the HCM workforce structures configured for your implementation. These options are secured by the functional privilege Recommend by HR Job and Recommend by Position.
• Directs or organization: Identify workers reporting up to the line manager you select. These options are secured by the functional privilege Recommend by Manager Hierarchy.
• Person number or person email list: Upload file with a comma-separated list.
• Person: Add specific individuals.

Audience Selection Types

This enhancement provides you the flexibility to recommend multiple learning items at a time.

Steps to Enable

1. Enable Oracle Search indexes for recommendations and recommendation profiles using Tools > Scheduled Processes.
   1. Run the ESS job to create index definition and perform initial ingest to OSCS process with the input parameter fa-hcm-wlf-recommendationprofile.
   2. Run the ESS job to create index definition and perform initial ingest to OSCS process with the input parameter fa-hcm-wlf-recommendation.
2. Enable the ORA_WLF_GROW_RECOMMENDATIONS profile option. Important: If you are already using learning recommendations, see the Tips & Considerations section before enabling this profile option

To configure a profile option, complete these steps in the Setup and Maintenance work area:

1. 1. Search for and click the Manage Administrator Profile Values task.
      1. Search for and select the ORA_WLF_GROW_RECOMMENDATIONS profile option.
      2. In the Site level row, Profile Value field, select Y.
   2. Grant the following security roles to your administrators:
   • Manage Recommendation Profiles by Administrator
   • Manage Recommendations by Administrator
   3. Optionally grant these functional privileges to enable the relevant audience type selections:
   • Recommend by Manager Hierarchy
   • Recommend by HR Job
   • Recommend by Position
   4. Grant this role to employees:
   • Manage Recommendations by Workers
   5. Schedule the background process called Process Recommendations daily to process the audience criteria and refresh recommendations for profiles with the ongoing processing rule.

Tips And Considerations

• If you are currently using learning recommendations, the generated recommendations, and learning recommendations initiatives, won't be accessible in Grow and Learning self-service pages after you enable the ORA_WLF_GROW_RECOMMENDATIONS profile option.  
• My Client Groups > Learning > Learning Assignments classic experience will still show existing recommendations created by learners in self-service, by administrators, and by recommendation initiatives.
• My Client Groups > Learning > Learning Initiatives classic experience will still show existing recommendation initiatives.
• In an upcoming release, tools will be made available to update existing learning recommendations so they are compatible with this new experience and removed from the classic experience.
• When the profile option ORA_WLF_GROW_RECOMMENDATIONS is set to Y, administrators managing recommendations and recommendation profiles will use the Recommendations task on the My Client Groups > Learning page.