HCM Professional Concierge Workflow Agent

AI agent

HCM Professional Concierge Workflow Agent (HCM Professional Concierge V2) helps HR specialists, HR business partners, and HR shared services teams ask operational questions in natural language. The agent clarifies the workforce scope, retrieves relevant HCM data or reports, summarizes the results, and provides deep links to follow-up actions when available.

Use the workflow agent to:

  • Review worker, team, hierarchy, and client-group information across employment, compensation, absences, talent, person data, workforce structures, and analytics.
  • Identify data-quality gaps, exceptions, and follow-up items within the workforce the HR representative is authorized to access.
  • Review report-backed workforce insights and open the related HCM page, Quick Action, or report for further investigation.

Examples of questions the agent can answer are:

  • What is Kris Patel’s remaining vacation balance?
  • Does Daniel Kim have any scheduled absences in the next 3 months?
  • Can you open the Change Manager action for Sophia Martinez?
  • How many positions are assigned to the Sales department as of June 1, 2026?

Help HR teams respond more consistently to operational questions and workforce follow-up needs across their client groups. Consolidating insights, report results, and contextual next steps reduces the effort required to locate information and route work to the appropriate HCM process.

Steps to enable and configure

No additional setup other than configuring the agent is required for this feature. However, you must grant users a privilege. See the Access Requirements section.

HCM Professional Concierge Workflow Agent is a preconfigured workflow agent. You need to create your own agent using the preconfigured workflow. See Edit a Workflow.

Tips and considerations

  • Results are limited to the workforce and HCM data that the HR representative is authorized to access.
  • The agent also uses report-backed insights and deep links to support follow-up.
  • Scope can include an individual worker, or a manger hierarchy.

Key resources

Access requirements

Assign this privilege to a custom HR role to give access to the HCM Professional Concierge Workspace.

Privilege Code Description
HCM Professional Concierge Workspace Access Duty ORA_HRL_HCM_PROFESSIONAL_CONCIERGE_WORKSPACE_ACCESS_DUTY Allows users to access the HCM Professional Concierge Workspace.

Access to workforce information and available actions is determined by the user's assigned roles, data roles, and security profiles.