Found 717 results.

Filter Action Reasons by User Roles on Redwood Pages

Improve efficiency in Workforce Structures Redwood Pages by filtering action reasons based on user roles. Discover how this feature streamlines workflows and enhances user experience.

  • Blog
  • Filter Action Reasons by User Roles on Redwood Pages
Filter Action Reasons by User Roles on Redwood Pages
Filter Action Reasons by User Roles on Redwood Pages February 28, 2025

Filter Action Reasons by User Roles on Redwood Pages

 

Overview

  • This blog discusses the processes and steps to filter action reasons based on user roles on Workforce Structures Redwood Pages.
  • The Action Reason drop-down list can now be filtered based on the logged-in user’s role, and this list of values (LOV) has been changed to a client-side LOV.
  • This feature shows only the relevant action reasons for each user’s role on the Workforce Structures Redwood Pages, making it easier and faster to complete tasks. It improves efficiency and user experience by reducing unnecessary options.
  • This feature improves the user experience when working in the Redwood pages for Workforce Structures by displaying the action reasons relevant for the role.
  • This feature is available on these Redwood pages for Workforce Structures:
    1. Positions
    2. Jobs
    3. Job Families
    4. Locations
    5. Departments

 

Steps to Enable

To filter action reasons based on user roles, start by associating the action reasons on the Configure Actions page. Follow these steps to create a new action reason and associate it with a role. Once the role is associated, the relevant action reasons will be visible when updating an object, such as a job or location. For instance, when updating a job, only the pertinent action reasons will be displayed, streamlining the process and ensuring accuracy.

  • On the Home page, click My Client Groups > Workforce Structures.

 

Filter Action Reasons by User Roles on Redwood Pages - Fig 1.0 Workforce Structures

Fig 1: Workforce Structures

 

  • On the Workforce Structures page, click Action Reasons in the Other Processes area.
  • Click Add.
  • On the Add Action Reason page, enter a Name, Code, and Description for the action.

 

Filter Action Reasons by User Roles on Redwood Pages - Fig 1.1 Action Reason

Fig 1.1: Action Reason

 

  • Click Submit.
  • On the Home page, click My Client Groups > Workforce Structures.
  • Click Configure Actions in the Other Processes area.
  • On the Configure Actions page, search and click the action with which you want to associate the specific action reason. For example, Update.

 

Filter Action Reasons by User Roles on Redwood Pages - Fig 1.2 Configure Actions

Fig 1.2: Configure Actions

 

  • Click Associate.
  • Select the action reason you created.
  • Enter a start date for the association.
  • Select the roles you want to associate.

 

Filter Action Reasons by User Roles on Redwood Pages - Fig 1.3 Add Action

Fig 1.3: Add Action

 

  • Click Submit.
  • On the Home page, click My Client Groups > Workforce Structures > Jobs.
  • Search for the job you want to update.
  • Click Update.

 

Filter Action Reasons by User Roles on Redwood Pages - Fig 1.4 Update Job Details

Fig 1.4: Update Job Details

 

  • In the Action Reason drop-down list, you can see the newly associated action reason for the logged-in user.

 

Filter Action Reasons by User Roles on Redwood Pages - Fig 1.5 Updated Action Reasons

Fig 1.5: Updated Action reason

 

Tips & Considerations

  • There’s no impact on HCM Data Loader (HDL) or HCM Spreadsheet Data Loader (HSDL) because of this feature.
  • You can associate an action reason with multiple roles but the user needs to have at least one of the roles to see the relevant action reasons.
  • The keyword search doesn’t search for action type on the Configure Actions page. You might need to use the specific filter action type to easily find the right action.
  • Action reasons that aren’t associated with any role will be available to all users.
  • Action reasons aren’t supported for the delete action.
  • If you’re correcting the first date-effective record, then the action reasons for the create action will be listed in the Actions Reasons LOV.
  • When you’re duplicating a record, the action reasons related to the create action will be listed in the Actions Reasons LOV.

 

Upcoming Features and Developments

The “Filter Action Reasons Based on User’s Roles on Workforce Structures Redwood Pages” feature will show only relevant action reasons for each role, making the interface cleaner and more intuitive. This will help the user complete tasks more quickly and accurately.

Upcoming developments include:

  • Better data management
  • Tracking changes

These enhancements aim to streamline workflows and improve user experience. Overall, they will lead to more efficient management of workforce structures.

 

Conclusion

In conclusion, these advancements aim to streamline workflows, enhance productivity, and provide a more personalized experience for users, ultimately leading to better management of workforce structures

 

AUTHOR: SAMEER SHAIK, JUNIOR CONSULTANT

Oracle HCM Cloud Solution

Connect with us for End-to-End Implementation, Enhancement, Updates, and Support for Oracle HCM.

Read More

Categories