Setup and Configuration
Discussion List
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Enable Non-Sales Employees to Collaborate with Sales Teams in Oracle CX SalesCurrently, Oracle CX Sales limits team member additions to users with specific sales-related roles. However, our organization requires the ability to add non-sales emplo… -
Goal Setting RemindersSummary: Goal Setting Reminders Content (please ensure you mask any confidential information): Hello experts, we have configured an approval workflow for the goal settin… -
For EPM monthly updates, can we add other emails to send to besides the Admins?Summary: For EPM monthly updates, can we add other emails to send to the monthly communication to besides the Admins? Content (please ensure you mask any confidential in… -
Can we define items under Root item class and then later moved to specific classesSetup of CX products We are setting up Cx Sales and Service only for business, no SCM process will be setup in Fusion. For Product setup prerequisites are configured, ho…ViswaG 31 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Fusion Service -
1want to do this in Service module, we dont want to use contract managment or Subscription managementSummary: We want to configure Service Level Agreement, like Customer Products, terms and condition, serverity, availability, service covered, in Service module like defi… -
Two feedback sections after enabling redwoodSummary: Content (please ensure you mask any confidential information): We enabled redwood in our instance and now two feedback sections are visible under Me > Career & … -
Make work history requiredSummary: Make work history required: Work history information is not being required. Recruitment analysts are reviewing applications that are incomplete due to lack of w… -
Restrict custom HR access to Mass Assign goalsSummary: Is there a way to restrict the custom HR access to mass assign goals - performance and development? Content (please ensure you mask any confidential information…Meenal.Bhosale-Oracle 1 view 2 comments 0 points Most recent by Meenal.Bhosale-Oracle Performance Management
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Can we define DFF(s) which can store multiple values?We need to define DFFs which can accept multiple values from the user. Is it possible to do so in Oracle fusion? -
How to create a Quick Action to open the Create Record for a Custom ObjectSummary: We created a Custom Object called "Milestones" and we are looking to create a quick action so users can quickly create a milestone object directly from the home… -
Can I configure the PD approval to go to line-manager of the non-primary assignment?Summary: We have a client with a case where Manager X, who is assigned to a non-primary role, evaluated employees in non-primary assignments. The client has requested th…Tareq Yousef 1 view 1 comment 0 points Most recent by Mandala Venkata Naga Rajesh -Oracle Performance Management -
Is it possible to add Participants to Check-ins and document their responseSummary: There is a requirement to add Participants to Check-ins and document their response same as we do in Performance evaluation. Eg. If I am working with a team for…Omkar Gaikwad 11 views 1 comment 0 points Most recent by Mandala Venkata Naga Rajesh -Oracle Performance Management -
How to access person spotlight in redwood succession planning candidate page?Summary: Hello, In the Responsive UI, clicking on the succession plan candidate name will open the person spotlight page displaying all the information necessary to make…Jelle Kerstjens 181 views 3 comments 0 points Most recent by Giuseppe Casalino Career and Succession -
Is it possible to search for a document within a case?Summary: Our client has a requirement where they would like to be able to search for a document within a case so that is easy to retrieve and provide if needed. Does thi… -
Display DFF Value based on HR loginSummary: We have developed a solution that allows employees to select strategic objectives on their goal page. The strategic objective is a dynamic field that pulls valu…Mousa Al Makamrah 1 view 1 comment 0 points Most recent by Mandala Venkata Naga Rajesh -Oracle Performance Management -
Implementing a Performance ScorecardSummary Need assistance with how to create Production related scorecardContent I am looking into how to create KPIs around Quality (email and phone reviews) and Producti…User_2025-01-28-20-43-56-568 59 views 2 comments 0 points Most recent by Inod Perera Performance Management -
We have requirement to assign Goals only Individual contributors (Employee only) & one goal only toSummary We have requirement to assign Goals only Individual contributors (Employee only) & one goal only to Managers in one Goal Plan. Any help in how to automate this p…User_2025-02-06-20-49-14-481 18 views 4 comments 0 points Most recent by SMalhotra Performance Management -
People Manager in Eligibility Profile is not working as expectedSummary: People Manager in Eligibility Profile is not working as expected Content (required): Created an eligibility profile with People Manager as 'No' to fetch employe… -
Add multiple attachments in profile management.Hello experts, We are working on a business requirement to enhance the Profile Management module by improving the attachment functionality. Currently, there is a common … -
How to manage a requirement for significant number of Goal Plans/ Eligibility ProfilesSummary: Seeking feedback on other customers or users who have had a significant number of Performance Goal Plans and Eligibility Profiles. Today we have 9 total Goal Pl… -
can we do the self-assessment stage page customizationSummary: Included in Performance module-self assement page (below). The asking whether we can include the below details in the module, as a table: This table can be show… -
Redwood: The 'Add to Succession Plan' feature is displaying a blank 'Select Plan' list of valuesSummary: Hi All, The manager is attempting to add candidates to the succession plan using 'Add to Succession Planning', but the 'Select Plan' dropdown is blank. Your inp… -
Delete the goals for employees individually which assigned through Mass SharingThe HR should be able to delete the goals individually for employees which is assigned through Mass Sharing process. Is there any way to perform this activity? Thanks in…Chiranjeevi Reddy Motati 52 views 1 comment 1 point Most recent by Neelakanta-Oracle Performance Management -
Handling Goal Setting Task in RedwoodSummary: Goal Setting is not supported anymore in Redwood ! https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/r13/wn/talent/releases/23D/23D-talent-m… -
How to add additional field in Task block in development goal?We need additional field in the "What tasks can help to achieve this goal?" section under Development goal creation page. Is it possible to achieve ? Version 24D -
Snippet Field Not in Adaptive Search ConfigurationIs the Snippet field available in Adaptive Search Configuration? Can it be disabled? If so, do you know the name of the field in the Adaptive Search Configuration? -
Is it possible to rank/order queue resourcesMy client has a scenario where they have multiple resources assigned to a queue and are using automatic assignment via omnichannel. There will be a primary resource that… -
Hide a particular section in all in one evaluationSummary: Content (please ensure you mask any confidential information): We need to hide an evaluation topic named as "Stakeholder Feedback" in our performance document w…