HCM Digital Assistant White Paper

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Oracle Fusion Applications

Human Capital Management

Interact with HCM


Cloud Using
HCM, Recruiting,
& Approvals Skills
White Paper / Updated March 2020
DISCLAIMER
The following is intended to outline our general product direction. It is intended for information purposes only, and may
not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should
not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality
described for Oracle’s products remains at the sole discretion of Oracle.

2 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
Contents
About this Document ............................................................................................... 5

Document History..................................................................................................... 5

Introduction to HCM Skills ........................................................................................ 6

HCM ............................................................................................................................... 7

Approvals ....................................................................................................................... 7

Recruiting ....................................................................................................................... 7

Configuration Considerations for HCM Skills ........................................................... 8

Configure a Web Channel and connect it to FADigitalAssistant .................................... 8

Configure the Web Channel SDK ................................................................................. 11

Grant Users Access to the Web Channel in Applications ............................................ 13

Enable Insights in ODA ................................................................................................. 14

Secure Access to Intents .............................................................................................. 16

Interacting with HCM Skills with Oracle Digital Assistant ...................................... 21

HCM Skill ................................................................................................................. 22

Absence Balance .......................................................................................................... 22

Past & Future Scheduled Absences ............................................................................. 23

Anytime Feedback ....................................................................................................... 23

Benefits Coverage ........................................................................................................ 23

Directory ...................................................................................................................... 24

Payslip .......................................................................................................................... 25

Salary............................................................................................................................ 25

3 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
Tax Withholdings & Year End Documents ................................................................... 25

Onboarding .................................................................................................................. 26

Manager Self-Service ................................................................................................... 27

Team Performance Evaluations & Goals ..................................................................... 28

Approvals Skill .............................................................................................................. 30

Approval Actions .......................................................................................................... 30

Task Submission Status ................................................................................................ 30

Recruiting Skills ............................................................................................................ 31

Configure Job Categories ............................................................................................. 31

Getting Started – Candidate Experience...................................................................... 32

Search for jobs ............................................................................................................. 32

Check application status .............................................................................................. 32

Withdraw job application ............................................................................................ 33

Delete candidate profile .............................................................................................. 33

Getting Started – Hiring ............................................................................................... 33

Refer to Additional Resources ..................................................................................... 35

4 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
About this Document
This document provides a functional description of the HCM delivered skills that enable HCM roles to interact with the
Oracle Digital Assistant. It does not provide pricing information, conceptual information about the Oracle Digital
Assistant or instructions for how to implement the Oracle Digital Assistant. To use any of the HCM skills described in this
white paper, you must first provision and configure the Oracle Digital Assistant.

Document History

Activity Date

Added candidate experience skill March 2020

Updated for 20A December 2019

First published May 2019

5 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
Introduction to HCM Skills
You can now interact with HCM and Recruiting Cloud by downloading skills available from the Oracle Digital Assistant
(ODA) skill store. While on the road or between meetings, you can quickly converse with skills to answer questions using
chat channels such as Web Channel. Alternatively, you can use the various channels supported by the Oracle Digital
Assistant platform.

Oracle Digital
Assistant

Financial
HCM Skills Sales Skills
Skills

HCM Skill

Approvals Skill

Recruiting Skill

6 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
HCM
The HCM skill includes multiple intents designed to address employment related questions or help you initiate a
manager self-service transaction. When you download the HCM skill, you get all delivered intents. If you don’t want to
make them all available to your employees or haven’t implemented all functionality to support the intents, you can
control access using security as described below. For web channel, you can access this skill within the HCM application
only, where the application URL includes hcmUi. For example, https://<hostname>/hcmUI/faces/FuseWelcome.

To use the intents, you must have implemented the corresponding Oracle Fusion functionality so that data exists in the
application. For example, to use the Payslip or Absence Balance intents, you must have implemented Fusion Payroll and
Fusion Absence Management, respectively.

Approvals
The Approvals skill includes two intents that enable you to see the tasks that require your approval, and the status of
your approval submissions.

Recruiting
Oracle Recruiting Cloud now supports Candidate Experience and Hiring Skills.

The Candidate Experience skill integrates with Oracle Recruiting Cloud and enables candidates to search for jobs, check
their application status, withdraw the application or delete profile. Candidate Experience must be hosted in its own
Digital Assistant and can’t be combined with HCM or other skills because it’s an external candidate focused skill. If you
want to interact with the Candidate Experience skill using Oracle Web channel, you can follow these instructions to set it
up:
https://mosemp.us.oracle.com/epmos/main/downloadattachmentprocessor?attachid=2530856.1%3A3&docType=WHI
TE%20PAPER&action=download

The Hiring skill integrates with Oracle Recruiting Cloud and enables recruiters and hiring team to check their requisition
status, candidate status and review any pending offers. The Hiring skill is part of the FA Digital Assistant.

7 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
Configuration Considerations for HCM Skills
Refer to the Fusion Applications Digital Assistant Setup Document for information on how to implement the Digital
Assistant. Then use the procedures below for HCM specific settings.

Configure a Web Channel and connect it to FADigitalAssistant


Refer to the Fusion Applications Digital Assistant Setup Document to set up the Digital Assistant and access the ODA
External Endpoint URL.

1. Based on the user privileges assigned to you, sign in to Oracle Digital Assistant using your SSO credential.
2. From the Navigator, select Development > Channels.
3. Click Channel.

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4. In the Create Channel dialog box, enter the details, and from the Channel Type list, select Oracle Web.

5. Click Create.
6. Select FADigitalAssistant in the Route To list to associate this Web channel to FADigitalAssistant.
7. Move the Channel Enabled slider to the enabled status.
8. Move the Client Authentication Enabled slider to the disabled status
9. Enter * in the Allowed Domains.
10. Copy the Channel Id value.

9 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
10 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
Configure the Web Channel SDK
1. Log in to Fusion Applications and go to Setup and Maintenance.
2. Search and select task Manage Administrator Profile Values.
3. Search Profile Option Code: FA_ENABLE_DIGITAL_ASSISTANT.
4. Enter Profile Value: Y at Site Level.

5. Click Save.
6. Search another Profile Option Code: FA_DIGITAL_ASSISTANT_APP_ID
7. Enter Profile Value: Web Channel Id (This is the Channel Id that was generated while creating the web channel
in the ODA) at Site Level.

8. Click Save.
9. Go to HCM Experience Design Studio in the sandbox environment.

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10. From the Navigator, select Digital Assistant Configuration.

11. Enter the Server URL of the ODA instance where the Oracle Web Channel is configured.
Example: idcs-oda-88343450fd012b9fb498be0c36-t0.data.digitalassistant.oci.com
12. Paste the Web Channel Id that was generated while creating the web channel in the ODA.
13. Specify other web channel preferences in Features and Functionality Configuration section.
14. Click Save.
15. Select Publish in the actions list to publish the configuration changes.

12 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
Grant Users Access to the Web Channel in Applications
1. Sign in to Oracle HCM Cloud with IT Security Manager Privileges.
2. On the home page, select Navigator > More… > Tools > Security Console to open the Security Console.
3. On the Roles page, search for the custom role that you are using to access the Digital Assistant. If role does not
exist, create a new custom role.

4. From the drop-down list, select Edit Role to view the Edit Role: Basic Information page.
5. Click Next to view the Edit Role: Function Security Policies page.
6. Click Add function Security Policy to add the Digital Assistant function privilege.
7. Search for the following function privilege and add it to the custom role:
 Access Digital Assistant

8. Click Add Privilege to Role to add the function privilege to the custom role.
9. On the Edit Role: Function Security Policies page, click Next.
10. On the Edit Role: Summary and Impact Report page, click Save and Close to save the changes.

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11. Click Users tab.
12. Search for and select the user who requires access to the Digital Assistant.
13. Click Add Roles to add the new role to user. Search for the custom role and click Add role Membership. Ensure
that the custom role is assigned to this user.

14. Click Save and Close.

Enable Insights in ODA


Refer to the Fusion Applications Digital Assistant Setup Document to get information on IDCS setup and access to the
ODA External Endpoint URL.

1. Based on the user privileges assigned to you, sign in to Oracle Digital Assistant using your SSO
credentials.
2. From the Navigator, select Skills.
3. Select the HCM skill that you have configured.
4. Go to Navigation > Settings

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5. Click Enable Insights to provide insight into how the skill is performing.

15 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
6. Go to Navigation > Insights. Here you can see how the skill is performing, for example, complete
versus incomplete conversations and what are the top resolved intents. Additional information on insights
can be found here.

Secure Access to Intents


Most intents are backed by REST APIs that are secured by function and aggregate privileges. You can control the intents
employees can access in the HCM skill using these privileges. If you haven’t implemented or licensed functionality
required for an intent, don’t grant your employee role the privileges for those intents.

REST APIs not only give access to the conversation in the skill, they also evaluate data security to determine whose data
the user can see within the skill response, their own or someone else’s.

Some intents use deep links rather than REST APIs. There is no functional security check to determine which deep links
the responses will include. When the user clicks a deep link provided by the bot, a security check is performed. Users
who don’t have the function privilege to perform the deep linked action will get an access error. For actions that require
selecting a person, the user must click the deep link and sign into the HCM Cloud Service before selecting a person. Data
security is performed after the user searches for and selects the person.

The following table identifies the required privileges for REST APIs and deep links for all the intents included in the HCM
skill.

16 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
Skill Intent REST (Aggregate) Privileges/Duty Role Deep Link Name
API /
Deep
Link
Absence REST Use REST Service - Absences (ORA_ANC_REST_SERVICE_ACCESS_ABSENCES)
HCM

balance API
Anytime REST Use REST Service - Person Notes Visibility Options Read Only
Feedback API (HRT_REST_SERVICE_ACCESS_PERSON_NOTES_VISIBILITY_OPTIONS_RO)
Use REST Service - Person Notes (ORA_HRT_REST_SERVICE_ACCESS_PERSON_NOTES)
Benefits REST Use REST Service - Benefit Enrollments Read Only
Coverage API
(ORA_BEN_REST_SERVICE_ACCESS_BENEFIT_ENROLLMENTS_RO)
Directory REST Use REST Service - Public Workers Read Only
API
(ORA_PER_REST_SERVICE_ACCESS_PUBLIC_WORKERS_RO)
Goals REST Use REST Service - Performance Goals Read Only
API (ORA_HRG_REST_SERVICE_ACCESS_PERFORMANCE_GOALS_RO)
Manager Deep
Self-Service Link
Change Worker Location (ORA_PER_CHANGE_WORKER_LOCATION_DUTY) Change Location
(CHANGE_LOCATION)

Change Worker Manager (ORA_PER_WORKER_CHANGE_MANAGER_DUTY) Change Manager


(CHANGE_MANAGER)
Change Worker Working Hour (ORA_PER_WORKER_WORKING_HOURS_CHANGE_DUTY) Change Work Hours
(CHANGE_WORK_HOURS)
Hire Employee (PER_HIRE_EMPLOYEE) Hire an Employee
(NFX_HIRE_AN_EMPLOYEE)
Manage Direct Report (ORA_PER_DIRECT_REPORTS_MANAGEMENT_DUTY) Manage Direct Reports
(MANAGE_DIRECTS)
Skill Intent REST (Aggregate) Privileges/Duty Role Deep Link Name
API /
Deep
Link
Manage Onboarding by Manager (ORA_PER_MANAGE_ONBOARDING_BY_MANAGER) Onboarding Employees
(MGR_ONBOARDING_EMPLOYEES
)
Manage Salaries (ORA_CMP_MANAGE_SALARIES) Manage Salary (MANAGE_SALARY)
Promote Worker (ORA_PER_PROMOTION_DUTY) Promote (PROMOTE)
Terminate Work Relationship Terminate (TERMINATE)
(ORA_PER_WORKER_WORK_RELATIONSHIP_TERMINATION_DUTY)
Transfer Worker (ORA_PER_WORKER_TRANSFER_DUTY) Transfer (TRANSFER)
Onboarding Deep Manage Onboarding by Worker (PER_MANAGE_ONBOARDING_BY_WORKER) Onboarding Tasks
Link (EMP_ONBOARDING)
Manage Onboarding by Manager (PER_MANAGE_ONBOARDING_BY_MANAGER)

Past & Rest Use REST Service - Absences Read Only (ORA_ANC_REST_SERVICE_ACCESS_ABSENCES_RO)
Future API
Scheduled
Absences
Payslip Rest Use REST Service - Payslips Read Only
API
(ORA_PAY_REST_SERVICE_ACCESS_PAYSLIPS_RO)
Salary Rest Use REST Service - Salaries Read Only (ORA_CMP_REST_SERVICE_ACCESS_SALARIES_RO)
API
Tax Deep Update US W-4 (ORA_HRX_W4_UPDATE_DUTY) Tax Withholding
Withholdings Link (VIEW_RES_TAX_FORM_US)
View Year-End Documents (ORA_PAY_VIEW_YEAR_END_DOCUMENTS)
& Year End
Year End Documents
Documents
(VIEW_RES_YEAR_END_DOCS)

18 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
Skill Intent REST (Aggregate) Privileges/Duty Role Deep Link Name
API /
Deep
Link
Team Rest Use REST Service - Performance Evaluations Read Only
Performance API (ORA_HRA_REST_SERVICE_ACCESS_PERFORMANCE_EVALUATIONS_RO)
Evaluations
Use REST Service - Review Periods List of Values
(HRT_REST_SERVICE_ACCESS_REVIEW_PERIODS_LOV_PRIV)
Use REST Service - Performance Template Document Names List of Values
(HRA_REST_SERVICE_ACCESS_PERFORMANCE_TEMPLATE_DOCUMENT_NAMES_LOV_PRIV
)

Show my Rest Use REST Service – Job Requisitions Read Only


Hiring

requisitions API (ORA_IRC_REST_SERVICE_ACCESS_JOB_REQUISITIONS_RO) (Duty Role)


Use REST Service – Job Applications Read Only
(ORA_IRC_REST_SERVICE_ACCESS_JOB_APPLICATIONS_RO) (Duty Role)
Use REST Service – Public Workers Read Only
(ORA_PER_REST_SERVICE_ACCESS_PUBLIC_WORKERS_RO)
View job Rest Use REST Service – Job Applications Read Only
applications API (ORA_IRC_REST_SERVICE_ACCESS_JOB_APPLICATIONS_RO) (Duty Role)
Use REST Service – Job Requisitions Read Only
(ORA_IRC_REST_SERVICE_ACCESS_JOB_REQUISITIONS_RO) (Duty Role)
Use REST Service – Public Workers Read Only
(ORA_PER_REST_SERVICE_ACCESS_PUBLIC_WORKERS_RO)
Check Rest Use REST Service – Candidates Read Only
candidate API (IRC_REST_SERVICE_ACCESS_CANDIDATES_RO_PRIV)
status
Use REST Service – Job Applications Read Only
(ORA_IRC_REST_SERVICE_ACCESS_JOB_APPLICATIONS_RO) (Duty Role)
Use REST Service – Public Workers Read Only
(ORA_PER_REST_SERVICE_ACCESS_PUBLIC_WORKERS_RO)

19 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
Skill Intent REST (Aggregate) Privileges/Duty Role Deep Link Name
API /
Deep
Link
Check offer Rest Use REST Service – Job Offers Read Only
status API (ORA_IRC_REST_SERVICE_ACCESS_JOB_OFFERS_RO) (Duty Role)
Use REST Service – Candidates Read Only
(IRC_REST_SERVICE_ACCESS_CANDIDATES_RO_PRIV)
Use REST Service – Public Workers Read Only
(ORA_PER_REST_SERVICE_ACCESS_PUBLIC_WORKERS_RO)

Search for -NA- Focused on external candidates searching for jobs and applying for appropriate roles. This
Candidate Experience

jobs skill will be used by non-employees, therefore no special security is needed.


Check Auth.
application code
status via
emai
l
Withdraw Auth.
job code
application via
emai
l
Delete Auth.
candidate code
profile via
emai
l

20 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
Interacting with HCM Skills with Oracle Digital Assistant
These are important considerations for interacting with the Oracle Digital Assistant.

Name Formats

When you enter the person’s name, type it as firstname lastname.

Line Manager’s Team

A line manager is a user with at least one direct report, including dotted line and matrix reports. Line managers can view
data for direct employees only.

Primary Assignments

Only primary assignments are supported for all intents. Bot responses include information for the signed in user’s
primary assignment when asking about themselves, and the primary assignment for others when asking about another
person.

Configuring Skills

Delivered skills are read-only. You can extend skills to modify utterances and synonyms and other metadata to match
your organization’s tone and speaking style. Doing so will help the skill recognize your company name, plan names, and
plan types when included in phrases employees enter into the bot.

Language

English is the only delivered language.

21
HCM Skill
The HCM skill includes the following intents.
 Absence Balances
 Past & Future Scheduled Absences
 Anytime Feedback
 Benefits Coverage
 Payslip
 Directory
 The Directory intent includes entities to support the following:
o Salary
o Tax Withholdings & Year-End Documents
 Onboarding
 Manager Self-Service
 Team Performance Evaluations & Goals

Absence Balance
View all balances for accrual based absence plans you’re enrolled in.
Intended User: Employee
Sample phrases you can use:
 What’s my vacation balance?  How much sick time do I have?
 How many PTO hours do I have?  What is my projected vacation balance on 12/31/18?
 What will be my vacation balance as of the end of  What will be vacation balance at the end of the year?
July?  Do I have any PTO left?
 How much sick time will I have if I take 2 sick days?  What will be my vacation balance at the end of the
 What will be my sick balance on 6/15/18? month?
 What are my leave balances?

Sample synonyms/words: sick, vacation, PTO, comp time, leave, absence, time off, balance
Things to note: The bot does not recognize company specific absence types and plan names. It only generically recognizes
the plan types such as sick, vacation, PTO, and comp time. So if you ask “How many days do I have in my Acme Sabbatical
Plan”, the bot may not understand and may return an unexpected response. The bot returns all plan balances, even if you
ask about a specific plan balance.
You can click the provided deep link to navigate into the application to schedule time off.

22 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
Past & Future Scheduled Absences
View your approved absences scheduled in the past or future.
Intended User: Employee
Sample phrases you can use
 Show me my scheduled absences.  When was my last day off?
 Have I already scheduled my vacation?  Did I take any time off last month?
 Show me my absence record for the next 2 weeks.  How much time off did I take last month?
 When is my next scheduled day off?  How much vacation time have I taken this year?
 Show me my upcoming absences  Did I record my vacation last week?
 Show me absences in the last month  How much sick time have I used?

Sample synonyms/words: sick, vacation, PTO, comp time, leave, absence, time off, scheduled
Things to note: The bot does not recognize company specific absence types and plan names. It only generically recognizes
the types of plans using the words such as sick, vacation, PTO, and comp time. So if you ask a question that uses a
company specific plan name or plan type, the bot may not understand and may return an unexpected response.
The bot returns all scheduled absences if you don’t specify a supported time period, even if you ask about a specific one.
The bot also does not understand all time frames. It understands this or last week, last 2 weeks, last month, last 6
months, and this year, for example.

Anytime Feedback
Provide feedback for a peer, an employee, or someone else in the organization and designate who can see your feedback.
Intended User: Employee
Sample phrases you can use:
 I want to give feedback for susan smith.  I want to give public feedback for dan martin.
 I want to provide feedback for eugene lee.  I want to give private kudos for lucy barry.
 I want to add feedback for brian ames.

Sample synonyms/words: feedback, note, kudos


Things to note: Even if you specify who can see your feedback, the skill will still prompt you to choose the visibility after
you enter the feedback.

Benefits Coverage
View your medical, dental, and health provider group numbers and the dependents covered under your enrolled benefit
plans for the current benefits plan year.
Intended User: Employee
Sample phrases you can use:
 What’s my medical group number?  Are my kids covered under my dental plan?
 What’s my health provider’s coverage number?  How many people are covered under my health plan?
 What is VSPs group number?  Is my family covered?
 What is the name of my dental insurance?  Show me my benefits summary
 What’s my coverage number?  Who did I cover under my vision this year?

23 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
 What are my provider’s numbers?  Show me my benefits coverage
 Who are my benefit providers?  Is my husband covered in my vision plan?
 What’s Kaiser’s medical group number?  Are my dependents covered?

Sample synonyms/words: medical, dental, vision, health, Kaiser, VSP, Metlife, group number, coverage, dependents,
enrolled, insurance.
Things to note: The bot does not recognize company specific benefit plan types or plan names. It only generically
recognizes the types of ‘medical’, ‘dental’, and ‘vision’ and some very common US health providers like Kaiser, VSP, and
Metlife. If you ask a question that uses a company specific plan name or plan type that does not include one of these
recognized words, the s bot kill may return an unexpected response.
When the bot understands the plan type you’re referring to, it will provide the group number for that specific plan. When
it doesn’t understand, it will return group numbers for all enrolled plans. The same is true for enrolled dependents.
For example, if open enrollment is from Nov 1-Nov 15, 2018, and you made benefit election and coverage changes
effective January 1, 2019, the bot will return coverage and enrollment information in effect for 2018. On January 1, 2019,
it will return coverage and enrollment information for 2019.

Directory
View public information about yourself or others. When the following details are available in your Oracle HCM Cloud
Directory, you can ask the skill to provide the information for yourself or someone else.
 Work and mobile phone numbers
 Email address
 Office address
 Department
 Time zone
 Job title
 Manager
 Nickname
 Assignment names
 HR representative
 Benefits representative
 Direct reports

Intended User: Employee


Sample phrases and formats you can use:
 Who’s my HR rep?  Who is my benefits rep?
 What’s john smith’s cell number?  Where is Kerry Dunne’s office?
 How many direct reports does susan kim have?  Show me Britt Cain’s employees
 ravi dosi email  Work phone for Brian Rawlings
 What’s peter thompson’s office address?  What department is Eugene Dow in?
 What is my office address?  How many employees do I have?
 Who’s mary ames manager?  Amy Howes work #
 How many assignments does susan lee have?  Employees in my org

24 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
Payslip
View the details of your payslip and access the .pdf to the actual payslip. View your most recent payslip, the payslip for a
specific month or pay period, or the last 3 payslips for example.
Intended User: Employee
Sample phrases you can use:
 Show me my payslip.  When will my paycheck be deposited?
 What is my net pay?  Show me my paystub.
 How much overtime did I get paid?  Was my cheque deposited?
 How much did I get paid?  Is my payslip ready to view?
 How much money did I make last paycheck?  Show my last 3 payslips
 How much was direct deposited into my bank account?  Can I see my August paycheck?
 Have I been paid today?  Show me my March payslip

Sample synonyms/words: payslip, paycheck, paycheque, check, deposited, paystub


Things to note: The bot returns the same response for all questions it determines are related to the payslip, regardless of
how your phrase your question or statement. More detailed questions can be addressed by clicking the link and looking at
the actual payslip for that period.

Salary
View your own salary or the salary of one of your employees.
Intended User: Employee, Line Manager
Sample phrases you can use:
 What is my pay?  What is my pay rate?
 What is my salary?  When was my last adjustment?
 Did my pay go up?  What is John Anderson current salary?
 Did I get my raise?  What is John Anderson pay rate?
 When was my last salary increase?  When was John Anderson last raise?
 Did my salary increase go through?  When was John Anderson last salary increase?
 How much was my salary adjustment?  When was John Anderson last salary adjustment?
 What is my hourly rate?  What is John Anderson compensation?

Sample synonyms/words: salary, pay rate, hourly rate, increase, salary adjustment, change, increase
Things to note: The bot returns the same response for all questions it determines are related to salary, regardless of what
question you ask. If the person whose salary you are viewing has never been changed, only current information will be
returned.

Tax Withholdings & Year End Documents


Employees can navigate into the application to view state and federal tax withholdings as well as their year-end tax
documents.
Intended User: Employee

25 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
Sample phrases you can use:
 Show me my W-4  Show year end document
 Show me my w2  Show me my filing status
 Where can I find my w4?  Show me my wage and tax statement
 How many allowances do I have?  I need the form for my 1040
 What is my filing status?  Show me my latest state tax forms
 Show me my latest state W4  Show me my residency certificate
 What is my tax withholding?  Show me my exemptions
 View tax documents  Where can I find my residence certificate

Sample synonyms/words: W2, W-2, W4, W-4, 1040, plus all state tax form codes, withholding, tax, tax forms, filing
status, exemptions
Things to note: The bot returns a generic response when it detects that you asked a question about your withholdings or
year-end documents. The responses include deep links that navigate you to the Tax Withholding or End-End Documents
page within the application. You must sign in with your HCM Cloud user name and password to access the pages.

Onboarding
As an employee, pending worker, manager, find out what onboarding or preboarding tasks you need to complete. As a
line manager, see what employees are onboarding onto your team.

Intended User: Pending Worker, Line Manager


Sample phrases you can use:
 Show me my preboarding tasks
 What are my onboarding tasks?
 Do I have any onboarding tasks left to complete?
 Take me to my preboarding task list
 I want to see my onboarding task list
 What onboarding tasks do my pending workers
need to complete?
 Do I need to complete any onboarding tasks?
 What are the tasks for the people onboarding?
 Do any of my pending workers have onboarding
tasks to complete?
 Who's onboarding to my team
 What employees are onboarding
 Do I have any employees onboarding?
 Who are the people onboarding?
 Who has onboarding tasks to complete?

Things to note: The bot returns the same response for all questions it determines are related to onboarding, regardless of
what question you ask. Onboarding tasks and people can be seen by clicking the deep link and viewing them in the
application. If you’re a line manager, you always need to tell the bot whose onboarding tasks you want to view. The bot
does not know if you have onboarding tasks in either capacity.

26 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
Manager Self-Service
Initiate a manager self-service (MSS) transaction by using a deep link to navigate into the application to search for the
person you want to act on. Deep links makes it easy to quickly launch the transaction.
Intended User: Line Manager
The following manager self-service transactions are supported. Users must have at least 1 direct report and the required
privilege to perform the transaction.

Transaction Sample Phrases You Can Use

Change Location  I want to change john smith’s location


 Change location for john smith
 Move john smith to a different location
 Reassign john smith to a new location
Change Manager  Change john smith’s manager
 Manager change for john smith
 I want to reassign john smith
 Reassign john smith to a different manager
Change Working Hours  Change john smith’s working hours
 Reduce john smith’s hours
 Change john smith’s work schedule
 adjust john smith’s hours
Hire  Hire new employee
 Add a new hire
 Create a new hire
 Hire an employee
Manage Direct Reports  Reassign john smith’s direct reports
 Add new reports for john smith
 Manage john smith’s directs
Manage Onboarding  Manage onboarding tasks
 Manage onboarding
Manage Salary  Give john smith a raise
 Adjust john smith’s salary
 I want to change john smith salary
 I want to increase john smith’s pay
Promote  I want to promote john smith
 Can I do a promotion?
 I want to change john smith’s job
 I want to do a promotion
Terminate  Terminate john smith
 Enter john smith’s resignation
 Enter term date for john smith
 Enter resignation date
 Terminate john smith’s assignment

27 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
Transfer  I want to transfer john smith
 I want to change john smith’s department
 Transfer john smith

To see a list of all available MSS transactions you can start, you can also ask the bot things like:
 What MSS transactions can I start
 What manager actions can I perform
 Show me all manager actions

Things to note: For all transactions that require person selection, if you provide the person’s name to the bot (i.e.
‘promote john smith’), you will still need to search for and select the person after you navigate into the application using
the deep link. The bot is not able to pass the person’s name into the application via the deep link.
You can click any of the links to initiate the desired transaction.

Team Performance Evaluations & Goals


View the status of one employee’s or your entire team’s latest performance evaluations. Find out which employees have
no goals.

Intended User: Line Manager

Team Performance Evaluations


Sample phrases you can use:
 Has john smith completed his performance  Has my team completed their perf evals?
evaluation?  Who has not started their performance reviews?
 Has john smith started his perf doc?  Has my team completed their perf docs?
 Has john smith completed his appraisal?  Which employees haven’t completed their perf
 Has john smith started his performance review? reviews?
 Has john smith completed his annual evaluation?  Status of team midyear evaluation
 Did john smith complete his appraisal?  Who hasn’t started self evaluations?

Sample synonyms/words: performance, perf, review, doc, appraisal, document, doc, mid year evaluation, eval, self-
evaluation
Things to note: The status of the worker self-evaluation is only returned for the most current performance document
created for an organization. Current performance document means the one with a start date closest to today’s date
regardless of employee eligibility for that document. Team performance evaluations and goals are delivered in a single
intent.

Goals
Sample phrases you can use:
 Who on my team doesn't have any goals for  Does everyone in my team have goals?
the current review period?  Who on my team has no goals for the current
 Does anyone on my team have no goals? review period?
 Who on my team doesn't have any goals?  View team goals
 Which of my employees doesn't have any  Does anyone need to be assigned goals?
goals?

28 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
Things to note: Status is returned for employees with no goals in an active review period where the current date falls
between the start and end date of the review period. Team performance evaluations and goals are delivered in a single
intent.
Approvals Skill
The Approvals skill includes the following intents.
 Approval Actions
 Task Submission Status

Approval Actions
View HCM and non-HCM tasks assigned to you that require approval and then approve or reject them from the bot.
View FYIs as well.

Intended User: Any user


Sample phrases you can use:
 Do I have anything to approve?  Anything submitted for me to approve?
 Show me my approval tasks  Do I have any approval actions?
 Get my approvals  What do I have to approve?

Things to note: For tasks you need to approve, the skill supports the actions of approve, reject, and defer. Tasks that
require other types of actions are not shown and must be completed in the application.

Task Submission Status


Check the status of your own submissions that require approval and see where they are in the approval chain.

For tasks you submitted pending approval, you can see the task name, the current status, the last person who acted on it
and the date the action was taken. If you have more than 3 tasks pending approval, you can see the next set by entering
‘more’.
Intended User: Line Manager
Sample phrases you can use:

 Are my submissions pending approval?


 Did my promotion request get approved?
 Did my new hire req get approved?
 Has my boss approved my request?
 Did john smith’s transfer go through?
 Which of my approval requests are still pending
approval?

Things to note: When asking about things you submitted that require approval, the skill always returns a generic response
by returning the status of all your submissions, even if you ask about a specific transaction or ask about a specific person’s
transaction.

30 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
Recruiting Skills
The Candidate Experience skill includes the following intents.
 Search for Jobs
 Check application status
 Withdraw job application
 Delete candidate profile
The Hiring skill includes the following intents.
 Show my requisitions
 View job applications
 Check candidate status
 Check offer status

Configure Job Categories


Candidate Experience skill uses delivered job categories. Add or delete job categories as necessary before configuring the
channel. Follow the below steps to update the job categories.

 Log into Oracle Autonomous Digital Assistance

 Navigate to Candidate Experience skill

 Clone the Candidate Experience skill and give it a name.

 Select Entities (in the cloned skill) and then jobCategory entity

 Export the Value list entities , change the job categories as needed from the csv file and then

import the file to see updated categories

 Publish the newly cloned skill and use this to create the Digital Assistant

31 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
Getting Started – Candidate Experience
To get started, greet the bot or ask for help to find out what you can do. Candidate Experience must be hosted in its own
Digital Assistant and can’t be combined with any other skills because it’s an external candidate focused skill.

Sample phrases you can use:


 Hi
 Hello
 Help me
 Hey
 Howdy
 Get started

Search for jobs


Candidate can search for jobs. Based on the city and job category, jobs are shown.
Intended User: Candidate
Sample phrases you can use:
 Find jobs  Find job roles
 Find open positions  Search for job opportunities
 Job openings  Open positions in Pleasanton, CA
 Job search  Search for sales jobs
 Jobs
 Find openings

Sample synonyms/words: jobs, openings, opportunities, positions

Check application status


Candidate can check on the submitted application status. Based on the city and job category, jobs are shown.
Intended User: Candidate
Sample phrases you can use:
 Check application status  My submission status
 Check my submission  Show me my application status
 Check my resume  Show me my resume status
 Check submission status  Verify my application status
 Find my application status  What’s the status of my application
 How far did I get in selection  When will I get feedback

Sample synonyms/words: application, resume, CV, submission


Things to note: The bot needs to verify the candidate’s email address to show the application status. An email with a
verification code will be sent to the email address which then needs to be used for verification in the Web, SMS or
Facebook Messenger.

32 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
Withdraw job application
Candidate can withdraw an application, if it is in withdrawable status.
Intended User: Candidate
Sample phrases you can use:
 Withdraw my application  Withdraw application
 Withdraw my job applications  Delete my application
 Withdraw my job  Delete my job

Sample synonyms/words: withdraw, delete


Things to note: The bot needs to verify the candidate’s email address to show applications in the withdrawable state. An
email with a verification code will be sent to the email address which then needs to be used for verification in the Web,
SMS or Facebook Messenger. Candidate will be asked to confirm if the action is intended.

Delete candidate profile


Candidate can delete their profile created on the Candidate Experience website.
Intended User: Candidate
Sample phrases you can use:
 Delete profile  Delete me
 Delete my profile  Forget me
 Delete my candidate profile  Forget my profile
 Remove my profile  Eliminate my profile
 Remove me  Omit my profile
 Erase my profile  Drop my profile
 Kill my profile  Wipeout my profile

Sample synonyms/words: delete, forget, remove, kill, erase, eliminate, drop


Things to note: The bot needs to verify the candidate’s email address to delete the profile. An email with a verification
code will be sent to the email address which then needs to be used for verification in the Web, SMS or Facebook
Messenger. Candidate will be asked to confirm if the action is intended.

Getting Started – Hiring


Hiring skill can be included as part of the Oracle HCM skills and within same ODA. To get started, greet the DA or ask for
help to find out what you can do.

Sample phrases you can use:


 Hi
 Hello
 Help me
 Hey

33 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
 Howdy
 Get started

Show my requisitions
Recruiting team can review the status of the requisitions they are working on. If the hiring team wants to look into the
complete requisition, they can do so via the deep link provided with each requisition.
Intended User: Hiring Team
Sample phrases you can use:
 Show my requisitions  Show open requisitions
 Show job openings  Show my requisition status
 Show job reqs  Want to see requisitions
 My job openings  Show status of my requisitions
 My requisitions  What are my job postings
 Reqs that I have created  View reqs
 Requisition status

Sample synonyms/words: requisition, openings, job postings, postings, jobs


Note: The user needs to log in and authenticate to gain access and view the required information. If the user does not
have proper permissions assigned to the role, they will not be able to view the requested information.

View job applications


Recruiting team can view all the applications submitted for a specific requisition. If the hiring team wants to look into the
requisition or application, they can do so via the deep link provided with requisition and application.
Intended User: Hiring Team
Sample phrases you can use:
 View all job applications  Show me all applications
 Show job applications  Show me all applicants
 Applications for a requisition  Show job applications
 Application for a job  Show me job applications
 How many applications  View applications
 How many applicants  View job applications
 Job applications  Show submissions

Sample synonyms/words: applications, applicants


Note: The user needs to log in and authenticate to gain access and view the required information. If the user does not
have proper permissions assigned to the role, they will not be able to view the requested information.

Check candidate status


Recruiting team can view a candidate’s applications and their statuses across all the requisitions. Supply the candidate
name in the “firstName lastName” format, or add “@” before the firstName lastName. E.g. “check candidate status for
john doe” or “check candidate status for @john doe”. If the hiring team wants to look into the full application, they can do
so via the deep link provided with each application.

34 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
Intended User: Hiring Team
Sample phrases you can use:
 Check candidate status for @katie bond  What’s the candidate status for @katie bond
 Application status for @katie bond  Would like to know the candidate status for @katie bond
 Applicant status for @katie bond  Show candidate status for @katie bond
 Job seeker status for @katie bond  Seeker status for @katie bond
 View status of a candidate for @katie bond  Aspirant status for @katie bond

Sample synonyms/words: delete, forget, remove, kill, erase, eliminate, drop


Things to note: The user need to login, authenticate to gain access and view the required information. If the user does
not have proper permissions assigned to the role, they will not be able to view the requested information.

Check offer status


Recruiting team can view candidate’s offers and their statuses across all the requisitions. Supply the candidate name in
the “firstName lastName” format, or add “@” before the firstName lastName. E.g. “check offer status for john doe” or
“check offer status for @john doe”. If the hiring team wants to look into the full offer, they can do so via the deep link
provided with each offer.
Intended User: Hiring Team
Sample phrases you can use:
 Display offer status for @katie bond  Show job offers for @katie bond
 Check offer status for @katie bond  Show offers for @katie bond
 All active offers for @katie bond  Show offers for a candidate for @katie bond
 Are there any offers for @katie bond  View job information for @katie bond
 Display offers for a candidate for @katie bond  View offers for @katie bond
 Offer follow-up for @katie bond  Offer info for @katie bond

Sample synonyms/words: offer


Things to note: The user need to login, authenticate to gain access and view the required information. If the user does
not have proper permissions assigned to the role, they will not be able to view the requested information.

Refer to Additional Resources


Refer to the Oracle Digital Assistant section in the Help Center for everything you need to know about the Oracle Digital
Assistant including downloading a skill from the skill store, configuring the Oracle Digital Assistant, adding skills to your
digital assistant, and setting up user channels.

35 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
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36 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS

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