How To Customize Journey Lookups in Oracle HCM Cloud

To customize journey lookups in Oracle HCM Cloud, follow these steps:

  1. Access the Setup and Maintenance work area in Oracle HCM Cloud.
  2. Navigate to the Manage Lookups task.
  3. Search for the lookup you want to customize (e.g., CHECKLIST_CATEGORY).
  4. Click on the lookup to display the lookup details.
  5. Click the pencil icon to edit the lookup.
  6. Make the necessary changes to the lookup values.
  7. Click Save to apply the changes.

Repeat these steps for each lookup you want to customize.

The journey lookups in Oracle Fusion HCM Cloud are essential for configuring and customizing various aspects of journeys. Here are some key details related to journey lookups:

  • Checklist Lookups: These lookups are used for onboarding and have user or extensible configuration levels. Some examples of checklist lookups include:
    • CHECKLIST_CATEGORY: Categories of checklists like onboarding and offboarding.
    • ORA_PER_CHK_SUB_CATEGORY: Subcategory of a checklist.
    • ORA_PER_CHK_TASK_ACTION_LIST: Supported application task list for a checklist task.
    • ORA_PER_CHK_TASK_CATEGORY: Category of a task in the task library.
    • ORA_PER_ONB_CONTACT_TITLE: Title of the onboarding sponsor.
    • ORA_PER_ONB_CONTENT_CATEGORY: Content category indicating the onboarding event.
    • CHK_SURVEY_CATEGORIES: Types of survey categories1.

These lookups play a crucial role in defining and categorizing tasks within journeys, ensuring efficient management and tracking of tasks throughout the journey process. For further details and specific configurations related to journey lookups, you can refer to the Checklist Lookups task in the Setup and Maintenance work area within Oracle Fusion HCM Cloud.

What Is The Purpose Of Journey Lookups

The purpose of journey lookups in Oracle Fusion HCM Cloud is to configure and customize various aspects of journeys, particularly related to onboarding. These lookups allow for user or extensible configuration levels and are essential for managing tasks within journeys effectively. Some key points regarding journey lookups include:

  • Checklist Lookups: These lookups are used for onboarding and have user or extensible configuration levels. They play a crucial role in defining and categorizing tasks within journeys, ensuring efficient management and tracking of tasks throughout the journey process1.
  • Customization: Journey lookups enable users to review and update them as needed to suit specific requirements, ensuring that the journey templates align with organizational needs and processes1.
  • Configuration Levels: The lookups related to checklists, such as categories, subcategories, task action lists, task categories, onboarding sponsor titles, content categories, and survey categories, provide a structured framework for organizing tasks within journeys based on different criteria1.

By utilizing journey lookups effectively, organizations can enhance the functionality and customization of their journeys within Oracle Fusion HCM Cloud, ensuring a tailored approach to managing tasks and processes during personal and professional transitions.

Benefits Of Journey Lookups

The benefits of Journey Lookups in Oracle Fusion HCM Cloud include:

  • Customization: Journey lookups allow for the customization of various aspects related to journeys, such as checklist categories, subcategories, task action lists, task categories, onboarding sponsor titles, content categories, and survey categories. This customization ensures that organizations can tailor the journey templates to meet specific requirements and effectively manage tasks within journeys.
  • Efficient Task Management: By utilizing journey lookups, organizations can categorize tasks effectively within journeys, ensuring a structured organization of tasks for personal and professional transitions. This categorization enhances the efficiency of managing tasks and tracking progress throughout the journey process.
  • Enhanced User Experience: Customizing journey lookups enables organizations to create a more personalized and user-friendly experience for employees undergoing various transitions. By updating lookups like CHK_SURVEY_CATEGORIES, organizations can gather feedback effectively through surveys on workplace satisfaction or onboarding processes, enhancing employee engagement and experience.

These benefits highlight the importance of journey lookups in Oracle Fusion HCM Cloud for configuring and organizing tasks within journeys efficiently and ensuring a tailored approach to managing processes during personal and professional transitions.

Example Showing The Benefit Of Journey Lookups

One example showcasing the benefit of Journey Lookups in Oracle Fusion HCM Cloud is the ability to configure and update lookups related to journeys, such as checklist categories, subcategories, task action lists, task categories, onboarding sponsor titles, content categories, and survey categories. By customizing these lookups, organizations can tailor the journey templates to suit specific requirements and ensure that tasks within journeys are appropriately categorized and managed.

For instance, by utilizing the CHECKLIST_CATEGORY lookup, organizations can categorize checklists for different purposes like onboarding and offboarding. This customization allows for a structured organization of tasks within journeys, enhancing the efficiency of managing tasks related to personal and professional transitions. Additionally, updating lookups like CHK_SURVEY_CATEGORIES enables organizations to create specific survey categories for gathering feedback on workplace satisfaction or onboarding processes, enhancing employee engagement and experience.

Overall, journey lookups play a vital role in configuring and organizing tasks within journeys effectively, ensuring a streamlined and tailored approach to managing various processes within Oracle Fusion HCM Cloud

Ref: https://docs.oracle.com/en/cloud/saas/human-resources/24a/faijh/overview-of-implementing-journeys.html


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