Redwood: Employee Goals Assistant Agent
The Employee Goals Assistant is your AI-powered digital assistant to help you manage your performance and development goals. This digital assistant enables you to perform these tasks through a secure and conversational interface:
- View a summary of your goals.
- View details of a performance or development goal.
- Create new development or performance goals.
- Update your performance or development goal.
Built on Oracle’s AI Agent framework and powered by advanced large language models (LLMs), the agent interprets your natural language questions and delivers accurate, role-based information within your security permissions.
These are the features of the Employee Goals Assistant:
- Preconfigured: Ready to use immediately—no setup or configuration required
- Secure: Employee access strictly follows your data access and role privileges
- Context Sensitive: It’s aware of the current date and keeps track of the chat.
- Conversational: Responds to your requests in natural language, making it easy and intuitive to find information.
You can use this agent through a guided journey. For example, you can invoke it from a guided journey on your Goals Center page.
Here are some sample questions that the agent can answer:
- Summarize my performance goals.
- Summarize my development goals.
- How many of my performance goals are in progress?
- Which development goals have I completed this year?
- List development goals that are due this month.
Here are some actions that the agent can do:
- Mark last year’s development goals as completed.
- Update the progress of my “Improve risk management skills” performance goal to 25%.
- Create the “Improve Customer Satisfaction” performance goal for the “FY 2025” goal plan.
By providing quick and relevant information, the Employee Goals Assistant agent saves time and helps to easily manage your performance and development goals. It eliminates the need to navigate to multiple pages for answers.
Steps to Enable and Configure
Your environment must have the appropriate services for Oracle Applications Platform deployed. For more information, see FAQ2521 on My Oracle Cloud Support.
Set these profile option values as indicated in the table.
| Profile Option Name | Profile Option Code | Value |
|---|---|---|
| Enable Security Console External Application Integration | ORA_ASE_SAS_INTEGRATION_ENABLED | Yes |
| Enable VBCS Progressive Web Application User Interface | ORA_HCM_VBCS_PWA_ENABLED | Y |
| Redwood Guided Journey Setup Page Enabled | ORA_PER_GUIDED_JOURNEYS_SETUP_REDWOOD_ENABLED | Y |
| Agent Task Type Enabled for Guided Journeys | ORA_PER_AGENT_TASK_TYPE_GUIDED_JOURNEYS_ENABLED | Y |
For more information about setting profile option values, see How do I enable a profile option?.
Enable permission groups for appropriate roles. For more information, see Access Requirements for AI Agent Studio.
To learn how to set up AI agents, see Create AI Agents Using Preconfigured Agent Team Templates.
Create a guided journey task for the Employee Goals Assistant AI agent. For more information, see Configure Agent Task Type in Journeys. Note the guided journey code and add it to the guide journey page property of the page from which you want to invoke the Employee Goals Assistant AI agent. For example, on an employee’s Goals Center page you can add the guided journey code to the Set Guided Journeys Code at the Page Level page property. For more information, see Extend Application Page with Agent Guided Journey.
Key Resources
Access Requirements
The agents you can view depend on the roles and privileges assigned to you. To access this agent, your role must be explicitly granted access to it by an AI Studio Administrator. For more information, your administrators can see How can I give users access to AI agents and Access Requirements for AI Agent Studio.