HCM Digital Assistant White Paper
HCM Digital Assistant White Paper
HCM Digital Assistant White Paper
2 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS
Contents
About this Document ............................................................................................... 5
Document History..................................................................................................... 5
HCM ............................................................................................................................... 7
Approvals ....................................................................................................................... 7
Recruiting ....................................................................................................................... 7
Directory ...................................................................................................................... 24
Payslip .......................................................................................................................... 25
Salary............................................................................................................................ 25
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Tax Withholdings & Year End Documents ................................................................... 25
Onboarding .................................................................................................................. 26
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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
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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
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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.
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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.
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.
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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.
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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.
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.
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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.
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.
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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)
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)
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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
)
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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
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Interacting with HCM Skills with Oracle Digital Assistant
These are important considerations for interacting with the Oracle Digital Assistant.
Name Formats
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
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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.
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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.
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?
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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
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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
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.
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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.
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.
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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.
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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.
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?
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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.
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.
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:
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.
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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
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
Publish the newly cloned skill and use this to create the Digital Assistant
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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.
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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
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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
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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
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Interact with HCM Cloud Using HCM, Recruiting & Approval Skills
March 2020
36 INTERACT WITH HCM CLOUD USING HCM, RECRUITING, & APPROVALS SKILLS