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Learn how to streamline employee access to benefit documents with a customized dashboard in Oracle Fusion HCM
In today’s fast-paced business environment, streamlining employee access to essential benefit documents is crucial. Our client recently faced the challenge of needing an integrated platform within their Oracle Fusion HCM application to allow employees to easily access various benefit-related documents. To address this, we developed a customized dashboard within the Oracle Benefits Self-Service work area, ensuring all relevant information was just a click away. This blog post will walk you through this process and how you can implement a similar solution.
The primary requirement from the client was to create a feature that would enable employees to access documents related to different benefit policies and plans directly within the Oracle Fusion HCM application. These documents included policy documents, enrolment forms, leaflets, and plan overview documents. The goal was to develop a user-friendly, integrated dashboard that would make navigation and access straightforward and secure.
Step 1: Develop the HTML Code for the Dashboard
Fig.1: Sample HTML code
Step 2: Create the Dashboard in Oracle
Once the HTML code is ready, the next step is to integrate it into Oracle. Follow these steps to create the dashboard:
Fig.2: Navigation to Reports and Analytics
Fig.3: Navigaion to Dashboards
Fig.4: Name and Location of dashboard
Fig.5: Including Sections to Custom Dashboard
Fig.6: Including multiple sections to dashboard
Fig.7: Text Properties In Dashboard
Fig.8: HTML Code Preview In Dashboard
Fig.9: Processing The Dashboard
Fig.10: URL for Custom Dashboard
Fig.11: Custom dashboard View
Step 3: Integrating the Dashboard with the Oracle Application
To integrate the dashboard into the Benefits Self-Service work area, follow these steps:
Fig.12: Navigation to Sandbox
2. Choose the ‘Page Integration’ tool from the created sandbox and click on ‘Add to the Existing Page’.
Fig.13: Page Integration Sandbox Tool
3. From the ‘Select Page’ popup, select the location where the result is expected to populate.
Fig.14: Location for the Integrating the Dashboard with Application
4. Enter the required details, including the application role and the dashboard URL or web page link copied from Step 2.
Fig.15: Title tab for the Dashboard
5. Now, activate the sandbox tool ‘Page Composer,’ delete any existing content (if applicable), and click on ‘Add Content’.
Fig.16: Page composer tool in Dashboard creation
6. Choose the previously created dashboard from the ‘Reports and Analytics’ work area by navigating to the saved dashboard. Select the ‘Custom Dashboard’ and click on ‘Add’.
Fig.17: Add Content Page in Page Composer
The dashboard is now integrated to the Oracle Application.
Fig.18: Add Content using Page Composer
7. Publish the sandbox. Employees assigned the application role can now view the dashboard.
Fig.19: Dashboard in the Front End
Integrating a customized dashboard into Oracle Benefits Self-Service significantly enhances the user experience by providing easy access to critical benefit documents. By following the steps outlined above, you can create a seamless, secure platform that meets your organization’s needs. While there are minor challenges in implementing this solution, the benefits significantly outweigh them, leading to improved productivity, flexibility and efficiency.
Adopting such a solution not only meets the immediate needs of your organization but also sets a foundation for future customization and scalability. We encourage you to leverage these insights to create a seamless and efficient document access system within your Oracle Fusion HCM application.
Author: Reshma P Eldho, Associate Oracle HCM Consultant
Connect with us for Oracle HCM's End-to-End Implementation, Enhancement, Updates, and Support.
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