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Performance Management: Troubleshooting BIP

Notification Report Customization Issues (Doc ID To
2520489.1) Bottom

Modifie Feb 25, Typ REFERENC

d: 2023 e: E

In this Document

Purpos
e

Scop
e

Detail
s

BI Publisher Notification Reports

Customization

Performance management
artifacts:

a. How to navigate to BI server of

analytics server:

b. Profile
Options:

c. Supported
Products

d. Steps to customize BI
reports:

Use case#1: Print Performance

Document

Use Case#2: Customization on Performance Document

Approval Notification

Troubleshoot
ing

Use Case: Print Performance Document is not working

as expected.

Reference
s

APPLIES TO:

Oracle Fusion Performance Management Cloud Service - Version

11.12.1.0.0 and later
Oracle Fusion Performance Management - Version 11.12.1.0.0 and later
Information in this document applies to any platform.

PURPOSE

We can Configure email Notification by using BI Report to provide the

ability to Customers to personalize the email content, its layout and the
overall presentation for a greater user experience.

Instead of modifying the seeded report, we always recommend to use

the customize feature. So that it will be upgrade safe and any patch will
not override custom report.

We can configure changes to the report template for cosmetic changes

such as header color, resize columns and rename prompts. The Report
can be modified by adding a new Attribute from the delivered data
model to meet the Business Requirement. The Profile Values should be
enabled to deploy the BIP format for the E- mail Notifications.

SCOPE

Troubleshooting is applicable for BI Report Customization Issues.

DETAILS

If you are a Software-as-a-Service (SaaS) customer, there are

multiple sections in this document that need not be performed by you.
Please log a Service Request in My Oracle Support for Oracle to do this
for you.

BI Publisher Notification Reports Customization

Performance management artifacts:

There are two BI Reports to Print Performance Document namely:

1. Performance Document Worker And Manager Ratings Report (Data

Model: Performance Document Worker And Manager Ratings Data
Model): Used when manager print a pd and worker prints after manager
evaluation is completed or share performance document task is
complete.
2. Performance Document Worker Rating Report (Data Model:
Performance Document Worker Ratings Data Model): Used when worker
prints a PD until manager evaluation or share PD task is completed by
the manager.

a. How to navigate to BI server of analytics server:

1. To navigate BI server, get the HCM UI server link and modify it.

Example: if UI server link is https://<POD Url >

then BI server link will be https://<POD Url>/xmlpserver (use to
customize BI artifacts)

2. Analytics server link will be https://<POD Url>/analytics/

(It is used to perform admin task such as checking permission)

b. Profile Options:

• Below is the sequential order that gets checked regarding profile

options:
• BIP_EMAIL_NOTIFICATION_HCM_TALENT → true/false (If true, it will
enable BIP notifications for Talent )
• BIP_EMAIL_NOTIFICATION_HCM → true/false (if above one is not set
then it checks for this and it enables for entire HCM family)
• BIP_EMAIL_NOTIFICATION → true/false (if above one is not set then the
API checks for this and it enables BIP email for all products in fusion )

Also, Please Enable the following Profile Option Values to utilize the BI
Publisher email notification feature for worklist notifications:

BIP_ONLINE_NOTIFICATION_HCM
BIP_ONLINE_NOTIFICATION_HCM_TALENT

Note: Please refer the Following Document for more information on

"Configurable Email Notifications" :Oracle HCM Cloud Configurable Email
Notifications (Doc ID 2331021.1)

c. Supported Products

BIP Email notifications support processes of following products in Talent

Management:
» Career development
» Goal management
» Performance management
» Profile management
» Talent review
» Feedback

d. Steps to customize BI reports:

Use case#1: Print Performance Document

BI Report: Performance Document Worker and Manager Rating

Report

1. Navigate to performance management BI artists seeded folder.(

/Shared folder/Human Capital Management/Career/Performance/)
2. Select BI artifact and click on more and then customize

3. In the next page click on save first(Custom report will be created only
after clicking on the save button) and then click on edit to download one
seeded RTF template.

4. Modify the downloaded report as per requirement.

5. Upload modified RTF Template to the report in the custom folder.

(/Shared folder/Custom/Human Capital
Management/Career/Performance/)

• Click on view as list

•Click on add(+) button and upload custom RTF

7. Make the custom RTF as default one and save the layout

Now, test final customization by printing the PD from UI.

Use Case#2: Customization on Performance Document Approval

Notification

BI Report: PerformanceApprovalnotifications Report

Steps: To Customize Performance Document Approval Notification,

Please refer the attached Document:

Performance DocApprovalNotification.docx

Troubleshooting

Use Case: Print Performance Document is not working as

expected.

There could be two type of issue in BIP (1) Performance Document is not
printing and the printable page is blank (2) Some part of the printable
page is missing (eg goals or competency not showing up in the printable
page)

Problem: Performance Document is not printing and the printable page

is blank

If printable page is blank:

Validation 1: Please ensure that the customer's custom roles have the
correct "Performance Management Line Manager Duty (OBI)" and
"Performance Management Worker Duty (OBI)" in the Application Role
Mapping

Validation 2:

Step 1: First get evaluation id and manager id/ worker id using this
simple query:

SELECT DISPLAY_NAME,
CUSTOMARY_NAME,
EVALUATION_ID,
MANAGER_ID,
WORKER_ID,
EVAL.TMPL_PERIOD_ID
FROM HRA_EVALUATIONS EVAL,
PER_PERSON_NAMES_F_V PPERSON,
HRA_TMPL_PERIODS_VL TMPLPERIOD
WHERE CUSTOMARY_NAME LIKE '%Mobile%'
AND DISPLAY_NAME LIKE '%Ravi%'
AND EVAL.TMPL_PERIOD_ID=TMPLPERIOD.TMPL_PERIOD_ID
AND EVAL.WORKER_ID=PPERSON.PERSON_ID

Step 2. First check if data model returning a value:

->> Provide evaluation id and manager/ worker id from the above query
in data model on BIP server and click on view data.

Note: If there is any issue in getting data then check Engine Logs.

->>Each data set is a query which fetches some specific data from the
database. for eg 'Workername' is a data set which will fetch worker
name from the DB. To find out that which query is executed by dataset
click on diagram tab. Then select data set and click on edit(pencil icon).
The SQL query can also be executed in SQL developer for debugging
purpose.

Step 3:

If the data model is returning value and required values are showing up
in XML data then check if there is an issue in the rtf template.

FAQ:

Problem: Performance Management FYI Notification is not

triggered/displays blank Page

Solution: Please Perform the Following Validations to fix the issue.

Validation 1: Go to the Manage Talent Notifications->Performance

Management Tab and check if the Corresponding notification checkbox is
checked.

Validation 2:

Case 1: If you are using a custom role ensure the following privilege is
added to the Custom Employee role by navigating to Tools->Security
Console->Edit Custom Role->GO to Functional Security Policies and Add
it.

View Notification Details (PER_VIEW_NOTIFICATION_DETAILS_PRIV)

Case 2: If the BIP Notifications are enabled(i.e

BIP_EMAIL_NOTIFICATION_HCM_TALENT - For Email Notifications and
BIP_ONLINE_NOTIFICATION_HCM_TALENT - For Worklist Notifications),
then the below Privilege needs to be added to the Custom Role by
navigating to Tools->Security Console->Edit Custom Role->Go to Role
Hierarchy and add it.

Print Worker Portrait(ORA_PER_PORTRAIT_MAINTENANCE_DUTY_OBI)

After adding the privileges, submit the Process: Retrieve Latest LDAP
Changes Process and retest the Issue.

Problem: When you try to create an performance analysis in Oracle BI

(navigation-> reports and analytics -> browse catalog ->HCM->Career-
>Performance-> Transaction Analysis Samples) ,predefined analysis
didn't demonstrate any results.

Solution: For the OTBI reports to return data, customer needs to also
include the duty roles

ORA_FBI_GOAL_MANAGEMENT_TRANSACTION_ANALYSIS_DUTY_HCM and
ORA_FBI_PERFORMANCE_MANAGEMENT_TRANSACTION_ANALYSIS_DUTY_
HCM to their custom role and

regenerate the grants via Manage Data Role and Security Profiles UI
after assigning an appropriate person security profile.

Problem: How to Configure the Email Notifications in Talent

Management?

Solution: Please refer this KM Document: Oracle HCM Cloud

Configurable Email Notifications (Doc ID 2331021.1)

Question: How to enable/Access the BIP Notification for Performance

Management?

Answer: Follow below Steps to enable/access the BIP Notification for

Performance Management:

Step 1:
Enable the Following Profile Options:
BIP_EMAIL_NOTIFICATION_HCM_TALENT → true/false (If true, it will enable
BIP notifications for Talent )
BIP_ONLINE_NOTIFICATION_HCM_TALENT ->true/False(If true, to utilize
the BI Publisher email notification feature for worklist notifications)

Step 2:

a. The Following Privilege needs to be added to the Custom Role by

navigating to Tools->Security Console->Edit Custom Role->Go to Role
Hierarchy and add it.

Print Worker Portrait(ORA_PER_PORTRAIT_MAINTENANCE_DUTY_OBI)

b. Submit the Process: Retrieve Latest LDAP Changes Process

Problem: All Transactions are appearing blank and failing. Some

examples are the New Hire and Document of Record approvals. But
confirmed all notifications are affected.

When the transactions are submitted, the bell notification is reviewed

and it is blank with showing minimal information at the top of the
notification (i.e. name of transaction and employee name).

Solution: Please refer the Following KM Note: Notification is blank or

missing the details (Doc ID 2491569.1)

Problem: When the User print the Performance Document, the

Performance Document is blank.

Solution: Please ensure the Privilege: Print Performance Document

(HRA_PRINT_PERFORMANCE_DOCUMENT_PRIV_OBI) is added to your
custom Role of Person who prints the Performance Document.

REFERENCES

NOTE:1551617.1 - Oracle Fusion HCM Troubleshooting Guide reference

Relat
▼
ed

Produc
ts

 Oracle Cloud > Oracle Software Cloud > Oracle Human Capital
Management Cloud > Oracle Fusion Performance Management
Cloud Service
  Oracle Fusion Applications > Human Capital Management > Talent
Management > Oracle Fusion Performance Management

Keywor
ds

PERFORMANCE; PERFORMANCE MANAGEMENT; TROUBLESHOOT

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