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  • 1 HCM Common Features Overview
    • Overview of Using HCM Common Features
    • Diagnose and Synchronize Application Data
  • 2 Date Effectivity
    • Date Effectivity
    • Examples of Correcting Date-Effective Objects
    • Examples of Updating Date-Effective Objects
    • Examples of Effective Sequencing
    • How You Delete Physical Records from Date-Effective Objects
    • How You Make Multiple Updates to Date-Effective Objects in One Day
    • FAQs for Date Effectivity
      • What's the difference between updating and correcting a date-effective object?
      • What's the effective as-of date?
      • How can I see future-dated or past records for a date-effective object?
      • Can I delete a date-effective object?
      • What happens when I end date an object?
      • What's an effective sequence number?
  • 3 Responsive User Experience Setup
    • HCM Experience Design Studio
    • Transaction Design Studio
    • Use Transaction Design Studio to Configure Field Displays
    • How You Configure Rules in the Transaction Design Studio
    • Create Rule to Configure Promote Action
    • Displayed, Conditionally Displayed, and Hidden Fields in Global Human Resources
    • How You Personalize the Save and Save and Close Actions in the Toolbar
    • Configuration Report
    • Guided Journeys in HCM Flows
    • Deep Links
    • Quick Actions
    • Search Logic Profile Options for Client List of Values in Global Human Resources
    • How You Configure List of Values (LOVs)
    • FAQs for Responsive User Experience Setup
      • Why can't I see some quick actions on landing pages after an upgrade?
      • Does the Transaction Design Studio replace the Page Composer?
      • Why isn't the Create Primary Work Relationship field visible for a global transfer even though it's set to Visible in the Transaction Design Studio?
      • Why can't I see the roles I selected earlier in a rule for the Additional Person Info action in the Transaction Design Studio?
      • Why can't I see the direct reports action and action reason fields in the When and Why section of the Resignation flow even though they're enabled in the Transaction Design Studio?
      • What's the difference between Autocomplete Rules and Transaction Design Studio
  • 4 Oracle Search Cloud Service Setup
    • Set Up Oracle Search for HCM
    • Set Up Oracle Search for List of Values
    • Set Up Data Security for Oracle Search
    • Enable Global Search
    • Using Oracle Search Cloud Service Features
      • Global Search
  • 5 Filtered Lists
    • Overview of Filtered Lists
    • Enable Filtered Lists
    • Create Filtered Lists
  • 6 Geographies for HCM
    • Overview of Geographies
      • Overview of Geographies, Geographic Entities, and Locations
      • How Geography Structure, Hierarchy, and Validation Fit Together
      • Geography Structures
      • Geography Hierarchy
      • How do I manage geography validation?
      • Setting Up Geography Validation
      • Best Practices for Geography Validation
      • How do I manage Geography Structures, Hierarchies, and Validation?
      • Considerations While Working With Master Geographies
      • Manage Geography Lookups
      • Manage Territory Geography Splits
      • How Territory Geographies are Grouped
    • What are the best practices for managing Geography mismatches?
    • Overview of Zone Types and Zones
    • Import Geographies and Zones
      • How do I import geographies?
      • List of Available Countries with Loqate Geography Reference Data
      • How do I replace the existing master geography data with revised Oracle-Licensed geography data?
      • Create Countries
      • How do I import Non-Oracle Licensed geography data?
      • Can you provide an example of importing geography data?
      • Example of Importing Country Structure Data
      • How You Import and Export Territory Geography Zones
    • Set Up Geocoding
      • What attributes are referenced to populate latitude and longitude during geocoding?
      • Set Up Geocoding
      • Use Web Services to Populate Location Attributes for the Around Me Feature
    • How You Set up Address Cleansing
    • FAQs for Loqate Support
      • How to Import Nokia Geography Data
      • How many countries does Loqate support? How do I get support for any additional country?
      • Will I be charged for Loqate data?
      • I am an existing customer, how will I be impacted? Can I import both Loqate and Nokia geography data?
      • How frequent are updates to Oracle licensed geography reference data available?
      • How is geography data updated? Are updates available for all countries at the same time?
      • Can I import Vertex or other third-party geography data in Manage Geographies?
      • Can I import geography data for multiple countries in one import job?
    • FAQs for Define Geographies
      • How You Search Geographies in the Language You Prefer
      • When do I define address cleansing?
      • Why can't I update a geography structure by copying an existing country structure?
      • How many levels in a geography structure can I define?
      • Why can't I delete a level of the country geography structure?
      • How do I add a geography to the geography hierarchy?
      • Edit a Specific Geography in the Geography Hierarchy
      • Edit Alternative Names and Codes for an Existing Country
      • How can I add a geography that's at a lower level to any geography in a geography hierarchy?
      • How can I verify whether the third-party geography structure and hierarchy I imported are available in the application?
      • How can I enable geocoding?
      • Where can I view the geocode values of a location?
      • What are Spatial Services?
      • Where can I update and view the geography name reference information for parties?
      • How can I save an address that didn't pass geography validation?
      • Why is Import Geography Data Disabled in Manage Geographies?
  • 7 Currencies and Currency Rates
    • Manage Currencies
      • Considerations for Defining Currencies
      • Euro Currency Derivation
    • FAQs for Manage Currencies
      • When do I create or enable currencies?
      • What's the difference between precision, extended precision, and minimum accountable unit for a currency?
      • What's a statistical unit currency type?
    • Manage Conversion Rate Types
      • Guidelines for Creating Conversion Rate Types
      • Examples of Using Conversion Rate Types in a Journal
    • FAQs for Manage Conversion Rate Types
      • What's the difference between spot, corporate, user, and fixed rate types?
    • Manage Daily Rates
      • Enter Daily Rates Using the Daily Rates Spreadsheet
      • Update Currency Rates
  • 8 Enterprise Structures
    • Overview of Enterprise Structures
    • Model Your Enterprise Management Structure
    • Guidelines for Configuring Global Enterprises
    • Design an Enterprise Configuration
    • Enterprise Information for Non-HCM Users
  • 9 Legal Entities, Business Units, and Reference Data Sets
    • Overview of Legal Entities, Business Units, and Divisions
    • Overview
    • Model Legal Entities
    • Overview of Legal Jurisdiction and Authorities
    • Jurisdictions
    • Legal Authorities
    • Create Legal Jurisdictions, Addresses and Authorities
    • Create Legal Entities, Registrations, and Reporting Units
    • Legislative Data Groups
    • How Legal Employers Work with Payroll Statutory Units and Tax Reporting Units
    • Examples of HCM Organization Models
    • Examples of Creating Calculation Cards for Deductions at Different Levels
    • Business Units
    • How Business Units Work with Reference Data Sets
    • Associate Business Unit with Legal Employer
    • FAQs for Legal Entities, Business Units, and Reference Data Set
      • What's a legal employer?
      • What's a legal address?
      • What's a payroll statutory unit?
      • What's a tax reporting unit?
      • What's an ultimate holding company?
      • What reference data objects can be shared across business units?
      • What happens if I override the set assignment?
  • 10 Enterprise Structures Configurator (ESC)
    • How You Establish Enterprise Structures Using the Enterprise Structures Configurator
    • Configuration Workbench
    • How You Create Legal Entities in the Enterprise Structures Configurator
    • Considerations for Creating Business Units in the Enterprise Structures Configurator
    • How You Create Reference Data Sets in the Enterprise Structures Configurator
    • How You Roll Back an Enterprise Structure Configuration
    • FAQs for Enterprise Structures Configurator
      • What happens if I don't use the Enterprise Structures Configurator to set up my enterprise structures?
  • 11 Divisions, Departments, Worker Unions, Locations, and Trees
    • Guidelines for Using Single or Multiple Classifications for an Organization
    • How You Configure Your Enterprise Structure After an Acquisition
    • Divisions
    • Example of Adding a New Division After Acquiring a Company
    • Departments
    • How You Create a Chart of Account to Create a Department
    • Cost Centers and Departments
    • Department Classifications
    • How You Configure the Department Title
    • Disability Organizations
    • Worker Union Management
    • Collective Agreement Flexfields
    • Locations
    • Associate Legal Employers with Locations
    • HCM Trees
    • FAQs for Divisions, Departments, Worker Unions, Locations, and Trees
      • What's a reporting establishment?
      • Can I delete an organization?
      • How do I create a disability organization?
      • How can I identify my organization in a report?
      • What's the purpose of the legislative action attributes?
      • What's the difference between department name and title?
      • Why can't I see my location in the search results?
      • How can I associate a location with an inventory organization?
      • What happens if I select an inventory organization when I am creating or editing a location?
      • What happens if I select a geographic hierarchy node when I create or edit a location?
      • What happens if I inactivate a location?
  • 12 Jobs and Positions
    • Jobs
    • Examples of Jobs
    • Examples of Positions
    • Considerations for Using Jobs and Positions
    • Job and Position Structures
    • Workforce Structures Code Generation Methods
    • Evaluation Criteria for Jobs and Positions
    • How FTE is Calculated in Positions
    • Work Hours and Duration
    • Workday Information Defaults
    • How You Match Position Valid Grades with Job Grades
    • Position Synchronization
    • Set Up Position Synchronization
    • How Assignment Values Are Inherited from Position
    • HCM Position Hierarchy
    • Graphical Position Hierarchy
    • How You Create a Graphical Position Hierarchy
    • Considerations for Using Position or Position Hierarchy for Synchronizing Assignment Manager
    • Synchronize Assignment Action Reason From Position
    • Example of Action Reason Synchronization in Assignments
    • Synchronize Assignment Flexfields From Position Flexfields
    • Considerations for Flexfield Mapping in Position Synchronization
    • Synchronize Person Assignment from Position Process
    • Create a Position Profile
    • Associate Action Reasons in Position with Role
    • Upload Workforce Structures Using a Spreadsheet
    • FAQs for Jobs and Positions
      • What's the difference between a job set and a job family?
      • Why can't I see the position code for the new position?
      • When can I enable position synchronization?
      • What happens if I specify a parent position?
      • What happens if I specify the standard working hours in a position?
      • What happens when grades are synchronized?
      • How can I exclude some assignments from position synchronization?
      • How do I override position synchronization at the attribute level?
      • What happens if I select Synchronize Mapped Flexfields?
  • 13 Grades, Grade Rates, and Grade Ladders
    • Grades
    • Grade Rates
    • Grade Ladders
    • Lookup Types for Grades
    • Grade Ladder on Worker Assignment
    • How Grades, Grade Rates, and Sets Work with Legislative Data Groups
    • How Grades and Grade Rates Work with Jobs, Positions, Assignments, Compensation, and Payroll
    • Examples of Grades, Grade Rates, and Grade Ladders
    • How You Set Up Grade Ladders for Pay Scale Requirements
    • Example of Setting Up Grade Ladders for Spine Point Requirements
    • FAQs for Grades, Grade Rates, and Grade Ladders
      • Can I edit the legislative data group for a grade rate?
      • How can I add rates to grade steps?
      • What's the difference between grade ladders and progression grade ladders?
      • How can I edit rates for a grade?
      • What's a grade ladder hierarchy?
      • What's a ceiling step?
  • 14 Workforce Structures - Configuration Options
    • Workforce Structures Enterprise-Level Configuration
    • Workforce Structures Profile Options
    • Workforce Structures Lookups
    • Workforce Structures Flexfields
    • Parameters for Work Structure Extensible and Descriptive Flexfields
  • 15 Workforce Profiles
    • Overview of Profile Management
    • Enhanced Talent Profiles
    • Oracle Fusion Profile Management Components: How They Work Together
    • Rating Models
      • Rating Models
      • How You Update Talent Ratings
    • Content Types and Content Items
      • Content Types
      • Content Type Properties
      • Content Subscribers
      • Examples of Content Type Relationships
      • Content Items
      • How You Enable Approvals for Content Types
      • Create Custom Content Types and Content Items
      • Create Free-Form Custom Content Types
      • Considerations for Associating Behaviors with Competencies
    • Talent Profiles
      • Profile Types
      • How You Create Person Profiles
      • How You Upload Talent Profile Data
      • Add Content to a Worker's Profile
      • Talent Profile Summary
    • Content Sections
      • Content Sections
      • Content Section Properties
      • Examples of Person Profile Content Access for Roles
      • Instance Qualifier Sets
    • Lookups
      • Profile Management Lookups
      • How You Add Common Lookup Types to a Content Section Property
      • Add Common Lookups to a Content Section Property
    • Writing Assistant
      • How You Upload Writing Assistant Data Using Spreadsheets
      • Writing Assistant
    • Questionnaires
      • Questionnaires
      • How You Create Questions
      • How You Configure Questionnaire Templates
      • How You Create a Questionnaire
      • How You Use Questionnaires to Create General Surveys
      • Question Scoring Setup Options
      • How You Use Translation Editor with Questionnaires and Questions
      • How You Configure Questionnaires for Questionnaire Scoring
      • Export and Import of Questionnaire Data
      • What happens if I edit a questionnaire that's in use?
    • Anytime Feedback
      • Overview of Anytime Feedback
      • View Anytime Feedback Given to You
      • View Anytime Feedback Given to Others
      • View Anytime Feedback Received for Your Employees
      • Provide Anytime Feedback as a Manager or HR Specialist
      • Provide Anytime Feedback as a Worker
      • Edit or Delete Anytime Feedback
      • Anytime Feedback Notifications
      • Considerations for Configuring Anytime Feedback Visibility Options
      • How to Enable the Rich Text Editor Toolbar in Feedback or Notes
    • FAQs for Workforce Profiles
      • What's a rating category?
      • Why are some content type relationships not editable?
      • How can I define a relationship between the Goals content type and other content types?
      • What's a free-form content type?
      • Why can't I change the relationship type of a content item?
      • How can I delete an attribute from the person profile?
      • What happens if I enable custom approval rules for the person profile type?
      • Can I edit skills and qualification data of a person's profile?
      • How can I add content to my profile?
      • What happens if I don't add a label for a content section property?
      • How can I diagnose issues with Oracle Fusion Profile Management data?
  • 16 Workflow Notifications and Approvals
    • Overview of Notifications and Approvals
    • Roles That Give Workflow Administrators Access
    • Search for Workflow Tasks to Configure
    • Disable or Enable Workflow Notifications
    • Synchronize Notifications in the Global Header and Home Page with Workflow Tasks
    • How You Define Approvals for Human Capital Management
    • How You Manage HCM Approval Transactions
    • How You Simulate Approval Rules
    • Simulate Approval Rules
    • Export and Import Rules Using SOA Composer
    • Run Diagnostics Test for a Failed Transaction
    • Resubmitting Approval Transactions
      • How You Enable Resubmitting Approval Transactions
      • How You Configure Resubmission Alert Notification
      • How You Resubmit Approval Transactions
    • Archiving Completed Approval Transactions
      • Configure Approval Transactions for Archiving
      • Archive Transaction Console Completed Transactions Process
      • Purge Archived Transactions
    • Assignments and Routing
      • How Workflow Task Routing Is Mapped Out
      • Types of Participants
      • Set Up Parallel Approvals in Transaction Console
      • Disable Stages or Participants
      • Create Approval Groups
      • Configure Approval Rule Sets and Rules
      • List Builders
      • Define Rules to Automatically Approve or Reject Workflow Tasks
      • Create Rules in Advanced Mode
      • Prevent Assigning Approvals to Specific Users
      • When Tasks Are Automatically Released to Approval Groups
      • Change the Workflow Task Priority
      • Limit Whom to Reassign or Delegate Workflow Tasks To
      • Define People to Support Workflow Tasks
    • Define the Due Date and Expiration Policies for Workflow Tasks
    • Predefined Approval Rules for Oracle Fusion Global Human Resources Tasks
    • Approval Management Configuration Options for Oracle Fusion Human Capital Management
    • Guidelines for Managing Approval Rules
    • Approver Types
    • HCM Approval Rules
    • Configure HCM Approval Rules Using Advanced Mode
    • Edit an Approval Rule to Include a Null Condition
    • Management Hierarchy Approval-Rule Attributes
    • Position Hierarchy Approval-Rule Attributes
    • How You Define an HCM Approval Policy
    • Delegate Approvals
      • How You Delegate Approvals
      • Delegate Your Approvals
      • Delegate Approvals for Others
    • How You Modify Approval Notifications Using Page Composer
    • Example of Modifying an Approval Notification Using Page Composer
    • FAQs for Approvals
      • What happens if I assign an approval task that requires additional information?
      • How do I define the approval policy for a task?
      • What happens if I edit or delete an approval rule?
      • Can I refresh the status of Transactions in Transaction Console?
      • How can I hide the refresh column on the Transaction Summary tab of the Transaction Console?
      • Why do I see a placeholder like "attribute16" in a list of values in my product?
      • Why can't I find my HR Checklist transactions in the Transaction Console?
      • Why can't I configure the Add Contact task in Approvals?
      • How does the approval rule determine the worker's current and proposed, and the requester's representative?
      • Why are approvals routed to the old manager of an employee instead of the current manager?
      • How can I enable notifications for approval delegations?
      • Can the Change Personal Information approval rule evaluate only the primary phone, email, address, or national identifier?
    • Workflow Notifications Setup
      • Define When to Send Workflow Notifications
      • Aggregate Tasks to Minimize the Number of Notifications to Send
      • Remove Prefix from Subject Lines and Titles in Workflow Notifications
      • Show Approve and Reject Options in Notifications
      • Email Notifications
        • Add Header Content to Workflow Email Notifications
        • Set Up the From Field in Workflow Email Notifications
        • Change the From and Reply-To Address
        • Add Sender Name to the From Field
        • Set Up Attachments in Workflow Email Notifications
        • Send Test Workflow Email Notifications to One Address
        • More Setup for Workflow Email Notifications
    • Configurable Workflow Notifications
      • Overview of HCM Configurable Workflow Notifications
      • Set Up Profile Options for Configurable Workflow Notifications
      • Change the Subject Line for a Notification
      • Reflect Changes from Edited Reports Sooner
      • Templates and Data Models Used for HCM Notifications Based on Reports
      • Best Practices for Content and Layout in Workflow Notifications
      • Add a Branding Logo and Change Other Shared Components in Workflow Notifications
      • Use Quick Parts for Workflow Notifications
      • Set Up Content to Appear in Only Email or In-App Workflow Notifications
      • Securing In-App Notifications
      • Configure Notifications in Career Development Using Reports
      • Configure Notifications in Goal Management Using Reports
      • Configure Performance Management Notifications Using Reports
      • Configure Profile Management Notifications Using Reports
      • Configure Notifications in Talent Review Using Reports
      • Configure Workforce Deployment Notifications Using Reports
      • Configure Document Records Notifications Using Reports
      • Configure Checklist Notifications Using Reports
      • Configure Feedback Notifications Using Reports
      • How You View Archived Transaction Details
    • Workflow Task Life Cycle Setup
      • Define Where and How Users Can Act On Workflow Tasks
      • Define When to Automatically Dismiss or Withdraw Workflow Tasks
      • How Workflow Tasks Are Archived and Purged
      • Set Up the Worklist Region on My Dashboard
    • Monitor and Troubleshoot
      • Audit the Changes Made to Task Configurations
      • Things to Check If There Are Issues with Workflow Tasks
      • Transaction Console
        • Manage Workflow Transactions
        • Statuses for Filtering Transactions
        • Automatically Refresh Transaction Statuses
        • Actions for Managing Transactions
        • Archive and Purge Transactions
        • Make the Days Parameter Available for Archiving Transactions
        • How You Use Data Cache Corrector
        • Edit Data Cache
      • Review Employee Vacation and Delegation Rules
      • How You Can Regularly Reassign Pending Approvals for Workers That Become Inactive
  • 17 HCM Nudges
    • Overview of Nudges
    • Configure Nudges
    • How You Use Nudges in Touchpoints
    • How You Use Nudges to Assign Journeys for Employment Events
    • How You Use Nudges to Send Journey Reminders
    • Example of Configuring a Nudge to Send Journey Reminders
  • 18 Application Toolkit Configuration
    • Set Watchlist Options
      • Disable or Enable Watchlist Categories and Items
      • Refresh Intervals for Watchlist Items
      • FAQs for Set Watchlist Options
        • How can I change predefined Watchlist category and item names?
  • 19 Help Configuration
    • Set Up Help
    • Hide or Show Help Icons
    • Give People Access to Create and Edit Help
    • Create Groups to Limit Access to Added Help
  • 20 Common Reference Objects
    • Why can't I edit setup data?
    • Set General Preferences for All Users
    • Set Value Formats for Regional Preferences for All Users
    • Set a Banner Message in the Global Header
    • How can I determine which languages appear in the Translation Editor?
    • How do I define whether the user image, name, or initials display in the global header?
    • Set CSV as the Default Option for Exporting Table Data
    • Define Application Taxonomy
      • Overview of Application Taxonomy
      • Modules in Application Taxonomy
      • Guidelines for Managing Modules in Application Taxonomy
    • Define Reference Data Sharing
      • Reference Data Sharing
      • Reference Data Sets
      • Reference Data Sets and Sharing Methods
      • Assignment of Reference Data Sets to Reference Objects
    • Define ISO Reference Data
      • Considerations for Defining Currencies
      • Euro Currency Derivation
      • Language Packs on Your Application
      • Considerations for Natural Languages
    • FAQs for Define ISO Reference Data
      • When do I create or edit territories?
      • When do I create or edit industries?
      • When do I associate industries with territories?
      • When do I create or enable currencies?
      • What do I do if a currency code I am still using in my existing transactions is desupported?
      • What's the difference between precision, extended precision, and minimum accountable unit for a currency?
      • What's a statistical unit currency type?
      • When do I create or edit ISO languages?
      • Can I add or edit time zones?
    • Search Extension Framework
      • Overview of Search
      • Enable Search Extension Framework
      • FAQs for Search Extension Framework
        • What do I do if the process for creating indexes keeps failing?
        • What do I do if I get errors about enabling the search extension framework?
        • What do I do if I get errors stating that the Oracle Search Cloud Service or OSCS isn't reachable?
    • Define Global Search
      • Overview of Global Search Setup
  • 21 Enterprise Scheduler Job Definitions and Job Sets
    • Overview of Managing Job Definitions and Job Sets
    • Manage List of Values Sources
    • Manage Job Definitions
      • Job Definitions
      • Create Job Definitions to Run Reports as Scheduled Processes
      • Duplicate Job Definitions
      • Duplicate Job Definitions
      • Edit Job Definitions
      • Define Parameters for Job Definitions
      • Define Dependent Parameters in Job Definitions
    • Manage Job Sets
      • Job Sets
      • Create Job Sets
      • System Properties for Job Sets
    • Assign Roles for Access to Manage Scheduled Processes
    • Allow Updates to Scheduled Process Priority
    • Where to Find Information About HCM Scheduled Processes
    • FAQs
      • Why can't I see certain job definitions, and how do I find them?
      • Why can't I see all the parameters in a predefined job definition?
      • What do I select for job application name when I create a job definition?
      • Can I use a table value set as the list of values for a parameter?
      • How can I restrict user access so that they can run only custom scheduled processes?
  • 22 Audit Policies
    • Audit Policies
    • Audit Configuration for Business Object Attributes
    • Overview of Audit Configuration
    • Impersonation Audit
    • How You Audit Talent Management Business Objects
    • Audit Payroll Business Objects
  • 23 Applications Core Configuration
    • Import Flexfields, Lookups, or Profile Values Using Web Services
    • Define Lookups
      • Overview of Lookups
      • Example of a Standard Lookup
      • Example of a Set-Enabled Lookup
      • Import Lookups
      • File Format for Importing Lookups
    • FAQs for Define Lookups
      • How can I edit lookups?
      • Why can't I see my lookup types?
      • What's the difference between a lookup type and a value set?
      • What's a lookup tag used for?
      • How can I search for a specific lookup code?
    • Manage Messages
      • Messages
      • Message Types
      • Message Groups
      • Create and Edit Messages
      • Use of Tokens in Messages
      • Common Messages
      • How can I make message components visible only to specific users?
    • Define Document Sequences
      • Document Sequences
      • Document Sequence Categories
      • Guidelines for Managing Document Sequences
    • Define Profile Options
      • Overview of Profile Options
      • Hierarchy in Profile Levels
      • Set Profile Option Values
      • Import Profile Values
      • File Format for Importing Profile Values
      • Create and Edit Profile Options
      • Profile Categories
    • Define Attachments
      • Attachments
      • Attachment Entities
      • How Attachment Entities and Attachment Categories Work Together
      • Attachments Troubleshooting
    • FAQs for Define Attachments
      • What's an attachment category?
  • 24 Trees Setup
    • Overview of Trees
    • Manage Tree Structures
      • Tree Structures
      • Guidelines for Defining the Tree Structure
      • Guidelines for Managing Tree Structures
      • Tree Structure Audit Results
      • Tree Nodes
      • File Format for Importing Data Loaders of Tree Hierarchies
      • How Trees and Data Sources Work Together
      • Guidelines for Specifying Data Sources for Tree Structures
      • Guidelines for Improving the Performance of a Tree Structure
    • Manage Tree Labels
      • Tree Labels
    • Manage Trees and Tree Versions
      • Guidelines for Managing Trees and Tree Versions
      • Tree Version Audit Results
      • Copy, Audit, and Flatten Tree Versions Using a Scheduled Process
      • Why is it taking so long to duplicate my tree version?
  • 25 HCM Flexfields Setup
    • Overview of Flexfields
    • Flexfield Components
    • Overview of Flexfield Configuration
    • Flexfields at Runtime
    • Modify Flexfields Using Page Composer
    • How Flexfields Work with Oracle Application Cloud Architecture
    • Flexfield Management
      • Considerations for Managing Extensible Flexfields
      • Flexfield Segment Properties
      • Naming Conventions for Flexfield APIs
      • How Flexfield Segments are Rendered on Pages
      • How Flexfields and Value Sets Work Together
      • Default Segment Values
      • Flexfield Usages
    • FAQs for Flexfield Management
      • How can I access predefined flexfields?
      • Why can't I edit my flexfield or value set configuration?
      • Why did my page not display any flexfield?
      • Why did my flexfield changes not appear in the UI?
      • How can I enable flexfield segments for Oracle Social Network Cloud Service?
    • Flexfield Deployment
      • Overview of Flexfield Deployment
      • How Flexfield Deployment Status is Calculated
      • How Deploying a Flexfield-Enabled Sandbox Works with Mainline Metadata
      • Considerations for Deploying a Descriptive Flexfield to a Sandbox
    • Manage Value Sets
      • Overview of Value Sets
      • Validation Type Options for Value Sets
      • Considerations for Planning Value Sets
      • Considerations for Bind Variables in Table-Validated Value Sets
      • Create and Edit Table-Validated Value Sets Based on Lookups
      • Add Attributes to the Manage Value Sets Page
      • Import Value Set Values
      • Import Value Set Values Using Web Services
      • Requirements for Flat Files to Upload Value Set Values
      • Manage Values
      • Upload Value Set Values Process
      • Upload Comma-Separated Values File for Import Process
      • Translation of Flexfield and Value Set Configurations
      • File Format for Importing Data Security Instance Sets and Grants
    • FAQs for Manage Value Sets
      • What happens if a value set is security enabled?
      • How can I set a default value for a flexfield segment?
  • 26 HCM Flexfields Maintenance
    • Manage Descriptive Flexfields
      • Overview of Descriptive Flexfields
      • Considerations for Planning Descriptive Flexfields
      • Considerations for Managing Descriptive Flexfields
      • Edit Descriptive Flexfields
      • Validate Descriptive Flexfields
      • Deploy Descriptive Flexfields
      • Manage Global Segments
      • Manage Contexts
      • Manage Context-Sensitive Segments
      • Configure Descriptive Flexfield Segments for a Lookup Type
      • Considerations for Enabling Descriptive Flexfield Segments for Business Intelligence
      • File Format for Importing Descriptive Flexfields
      • Enable Auditing for Descriptive Flexfields
    • Manage Extensible Flexfields
      • Overview of Extensible Flexfields
      • Considerations for Planning Extensible Flexfields
      • Considerations for Managing Extensible Flexfields
      • Considerations for Enabling Extensible Flexfield Segments for Business Intelligence
      • Considerations for Managing Extensible Flexfield Categories
      • Example of Configuring an Item Extended Attributes Flexfield
      • Import Extensible Flexfields
    • FAQs for Manage Extensible Flexfields
      • Why did the extensible flexfield context not appear at run time?
    • Manage Key Flexfields
      • Overview of Key Flexfields
      • Considerations for Planning Key Flexfields
      • Considerations for Managing Key Flexfields
      • Key Flexfield Structures
      • Key Flexfield Structure Instances and Segment Instances
      • Cross-Validation Rules
      • Considerations for Cross-Validation Rules
      • Edit a Cross-Validation Rule
      • Considerations for Enabling Key Flexfield Segments for Business Intelligence
      • Example of a Key Flexfields
  • 27 Oracle Fusion Applications Mobile App
    • Oracle Fusion Applications Mobile App
    • Configure the Oracle Fusion Applications Mobile App
    • FAQs for Oracle Fusion Applications Mobile App
      • Can I use any third-party mobile device management software with Oracle Fusion Applications mobile app?
      • What's the difference between accessing Oracle Fusion Applications on the mobile app and through the mobile browser?
  • 28 Alerts Composer
    • Overview
      • Overview
      • Functional Privileges and Access Levels
      • Functions and Groovy Expressions
    • Define Alert Notifications
      • Define Alert Notifications
      • Define Templates
      • Define Filters
      • Define Recipients and Test Email Notifications
      • Set Run Options
    • Process Alert Notifications
      • Process Alert Notifications
      • Set Delivery Options
      • DKIM and DMARC Support
      • View Alerts History
    • Configure Resource Alerts
      • Configure Resource Alerts
      • Define Filters
      • Define Templates
      • Set Run Options
      • Resource Alerts Tutorial
      • Import and Export Resource Alerts Tutorial
    • Configure Event Alerts
      • Configure Event Alerts
      • Modify Templates
      • Set Run Options
    • Resolve Alert Run Errors
    • Purge Alerts
  • 29 HCM Events
    • Overview
    • Define HCM Event Conditions
  • 30 HR Help Desk Classic Configuration
    • HR Help Desk Classic Documentation
  • 31 Eligibility Profiles
    • How Eligibility Works With Other Objects
    • Derived Factors
    • Examples of Derived Factors
    • Options for Using Age to Determine Eligibility
    • User-Defined Criteria
    • Examples of User-Defined Criteria
    • Example of Using Range of Scheduled Hours
    • Eligibility Profiles
    • Single or Multiple Eligibility Profiles
    • Examples of Eligibility Profiles
    • Create a Participant Eligibility Profile
  • 32 Predictive Models for HCM
    • Guidelines for Managing Predictive Models
  • 33 Process Configuration
    • Payroll Process Configuration Groups
    • Payroll Process Configuration Parameters
    • Parallel Processing Parameters
    • Logging Processing Parameters
  • 34 Country Extensions and Address Rules
    • Change Address Style and Address Validation Settings
    • Select Country Extensions
  • 35 Elements, Balances, and Formulas Task List
    • Define Elements, Balances, and Formulas
    • Overview of Implementing Payroll Relationship
    • Overview of Payroll Employment Model
    • Payroll Legislative Data
    • Configure Legislations
    • How Legislations are Edited
    • Overview of Object Groups
    • FAQs for Elements, Balances, and Formulas Task List
      • When do I change the payroll relationship rules for an international legislation?
      • How do I diagnose payroll employment model setup issues?
      • How can I validate data after legislative setup?
  • 36 Organization Payment Methods
    • How Bank, Branch, and Account Components Work Together
    • Bank Info for Personal Payment Methods
    • Organization Payment Methods Overview
    • Prenotifications
    • Payment Sources in Organization Payment Methods Setup Examples
  • 37 Payroll Definitions
    • Payroll Definitions
    • Overview of Payroll Definitions
    • Create Payroll Definitions
    • FAQs for Manage Payroll Definitions
      • When would I close a payroll period?
      • Why can't I select a payment method when creating a payroll definition?
  • 38 Payroll Elements
    • How Payroll Elements Hold Information for Multiple Features
    • Overview of Payroll Elements
    • Payroll Element Input Values
    • Employment Level Options for Payroll Elements
    • Maintain Elements
    • Element Eligibility
      • Payroll Element Eligibility
      • Add Eligibility Rules for Predefined Elements
      • Maintain Element Eligibility
    • Using Element Templates
      • Define Payroll Elements for an Absence Accrual Plan
      • Define Payroll Elements to Process Absences
      • Define Payroll Elements for an Absence Accrual Plan
      • Payroll Elements for Time Card Attributes
      • Create Time Card Elements for Time Entries
      • Generate Time Attributes and Time Card Fields for Your Elements
      • Set Up Overrides
      • Enable Automatic, Multiple, or Additional Element Entries Options
      • Options to Determine an Element's Latest Entry Date
      • Default Values for Element Entries
      • Element Input Validation Formula Type
      • Use a Value Set for an Element Input Value
    • FAQs for Manage Payroll Elements
      • What's the difference between a recurring and nonrecurring element?
      • What happens if I select the Closed for Entry option for an element?
      • What happens if I manually enter a value in an element entry value that has a runtime default value?
  • 39 Fast Formulas
    • Overview of Using Formulas
    • Example of Writing a Fast Formula Using Formula Text
    • Example of Writing a Fast Formula Using Expression Editor
    • Formula Compilation Errors
    • Formula Execution Errors
    • FAQs for Fast Formulas
      • When do I run the Compile Formula process?
      • What's the difference between a formula compilation error and an execution error?
  • 40 Rate Definitions
    • Overview of Rate Definitions
    • Options to Configure Rate Definitions
    • Rate Contributors for Derived Rates
    • Configure Elements Used by Rate Definitions
    • Create Rate Definitions for Leave
    • Create a Rate Definition for Basic Salary
    • Create Rate Definitions for Overall Salary
    • Generate HCM Rates
    • Rates Defined by Formula
    • Rates Used to Calculate Absences in Payroll
    • FAQs for Rate Definitions
      • How does periodicity conversion work when there are multiple contributors with different periodicities?
  • 41 Values Defined by Criteria
    • Calculate Values Defined by Criteria
    • Overview of Values Defined by Criteria
    • Pay Bonuses at Different Rates
    • Limit Pension Contributions
    • FAQ for Values Defined by Criteria
      • Does the order in which I add criteria definitions matter?
  • 42 Base Pay
    • Overview of Base Pay Configuration
    • Salary Basis Options for Determining Salary Amount
    • Rounding Rules, Salary Amounts, and Decimal Places to Display
    • Salary Range Violation Behavior for Proposed Salaries
    • How You Store the Salary Amount and Pass It to Payroll for Processing
    • How You Enable Salary Itemization Using Incremental Components
    • Basic Process to Default Salary Amounts from Grade Ladder Rates
    • How You Validate Salary Changes with the Grade Range
    • How Salary Metrics Are Calculated
    • How Many Salary Bases to Create
    • Periodicity Conversion
    • Examples of Annual Salary and Annualized Full-Time Salary Calculations
    • FAQs
      • How You Can Audit Salary Data
      • Where does the annualization factor for a salary basis that uses payroll period frequency come from?
      • Can I use the same payroll element for multiple salary bases?
      • Can I change or delete a salary basis that's in use?
      • Can I add effective-dated changes to the salary basis?
      • Can managers change the salary basis of a salary record?
      • Can I update an element mapped to a salary basis that's in use?
    • Using Base Pay
      • Overview of Base Pay Management
      • Annual Salary and Annualized Full-Time Salary Calculations
      • Examples of Annual Salary and Annualized Full-Time Salary Calculations
      • How You Change a Salary to Account for a Changed FTE
      • Examples of How FTE and Salary Amount Changes Work
      • Overview of Salary History
      • Edit Salaries in the Integrated Workbook
      • FAQs for Base Pay
        • How You Can Change Multiple Salaries at One Time
        • Can I copy salary as part of a global transfer?
        • How You Can See Salary Changes That Need Your Approval
        • Can HCM Data Loader round salary amounts when it loads salary information?
  • 43 Individual Compensation Plans
    • Overview of Individual Compensation
    • Plan Access Restrictions
    • Individual Compensation Plan and Option Visibility
    • Spot Bonus and Stock Grant Plan Configuration
    • Car Allowance Plan Configuration
    • Charity or Savings Contribution Plan Configuration
    • How You Let People Submit Personal Contributions When Earlier Contributions Are Pending Approval
    • How You Let Managers Track Off-Cycle and On-Cycle Compensation Against a Budget
    • FAQs
      • The Difference Between Plan Access Restriction and Access Security
    • Using Individual Compensation
      • Overview of Individual Compensation Management
      • Examples of Salary Growth Rate Calculations
      • FAQs for Individual Compensation
        • Can I copy individual compensation allocations as part of a global transfer?
        • How's the salary or individual compensation amount calculated when I select a different currency?
  • 44 Personal Contributions
    • Overview of Personal Compensation Information and Contribution Management
    • View My Compensation Information
  • 45 Compensation History
    • Compensation History Categories
    • How You Set Up the Other Compensation and Recurring Payments Summary Data for Compensation History
    • Manage Stock Grants in the Integrated Workbook
    • Set Up Desktop Integration for Excel
    • Guidelines for Using Desktop Integrated Excel Workbooks
    • Troubleshoot Desktop Integration for Excel
    • FAQs
      • How can I import stock data sent to me by my supplier?
  • 46 Other Setup and Maintenance Tasks
    • Set Up the Mapping Service for Contextual Addresses
    • Home Page Setup
      • Configure Infolet Display
      • Define Home Page Appearance
      • Create and Enable Announcements
      • Configure Email Security
        • Set Up Sender Policy Framework (SPF)
        • Set Up DomainKeys Identified Mail (DKIM)
        • Set Up Domain-Based Message Authentication, Reporting, and Conformance (DMARC)
      • FAQs for Home Page Setup
        • How can I rename an icon for an infolet page in the page control on the home page?
    • Set Privacy Statement URL
    • Guidelines for Setting Up General Troubleshooting
    • Set Up the Worklist Region on My Dashboard
    • Deep Links
  • 47 Moving Common Reference Objects
    • Overview of Moving Common Reference Objects
    • Business Objects for Moving Common Reference Objects
    • Guidelines for Moving Related Common Reference Objects
    • Guidelines for Moving Common Reference Objects Using the Seed Data Framework