Introduction The days of all employees attending mandatory training courses to learn how to use a new HR system are a long time in the past. Weighty training manuals are also seen far less frequently in this modern era. These days – with the consumer grade UIs that cloud systems possess and the advent of easy video creation – users expect to learn as they go, using context specific help and short, targeted videos embedded within the system to accelerate their acclimatisation. With this in mind, it’s clear that the Getting Started functionality is an important area of your system. It’s the first place self-service users can look to for help once they sign-on to your HCM Cloud environment. Therefore it’s important to have engaging and useful content to make sure that your users become efficient quickly. The functionality has been in the HCM Cloud for a while, however how you amend the content has changed in release 10 so I felt it was worth documenting how it can be achieved. Vanilla Functionality As delivered, the Getting Started pages are activated by clicking the Springboard flag icon above. The content is moved through in sequence using navigation dots. Each page can contain formatted text, images, embedded video etc. Oracle have provided some sample content to give us an idea of what it’s capable of, however it’s obviously generic and probably includes modules that you haven’t licenced. This means that it’s better to create your own – both in terms of it fitting your business better (with your branding, your personalisations) and by hiding the pages containing modules that aren’t relevant to you. Changing the Content In order to change the Getting Started content you need to perform some configuration changes. Security – ATK_CUSTOMIZE_HELP_TOPICS_PRIV To customise the content of the pages you need the ATK_CUSTOMIZE_HELP_TOPICS_PRIV privilege. As delivered this is part of the Human Capital Management Application Administrator role, as shown here in the Security Console: Configure Offerings You also need to enable custom help. To do this, go into Setup and Maintenance, select Configure Offerings (on the left, don’t search for it as a task as you won’t find anything) and view the list of available modules. Select the checkbox on the Workforce Deployment row in the Enable for Implementation column. Click Save, then the pencil icon on the Workforce Deployment row to enter the Select Feature Choices page: Within the Select Features page, select Local Installation of Help, and Help Customization. Then click Save and Close. If you now click the Home icon and then Getting Started you’ll be able to edit the content straight away. An Extra Step Strangely – and rather annoyingly – selecting those options adds an extra step in accessing the Getting Started Content. We now have to choose between two options: Getting Started with Oracle Financials Cloud Getting Started with Oracle Human Capital Management Cloud I’m not sure why it gives these two options or where it picks up the Financials Cloud option from. A search on My Oracle Support brought up other people asking the same question but no resolution. I raised an SR and was told that the only way to remove it is to personalise the page and hide the Financials Cloud link. Creating the Content Creation of basic content is really straightforward. Simply click through to Getting Started and – provided you’ve got the permissions outlined above – you’ll see a link “Edit Getting Started”. Here you can create new pages or reorder the sequence that the existing pages will be shown. Clicking through into a specific page allows you to amend or inactivate a page. It’s a good idea to look at the seeded content see how it is constructed before creating your own, but once you have an idea of the content that you’re going to create you can dive straight in. There is a WYSIWIG toolbar that should be instantly useable to those familiar with web content creation, or MS Word: Tasks like font colour, font-face and size of text is simple. Lists, indents and links are all very straightforward. There’s a chance that you’ll want to include video or images in your content too, however. That requires you to know a little HTML and to use the code window: You don’t need to understand all of the HTML that you see (although if you do it will probably help you get better control over the layout of your pages). Images Images are referenced by URL, so first of all we need a way of loading the image into Fusion. Previously we’d have done this via UCM, however now we can use the “File Import and Export” page. Simply upload the image and take a copy of the URL. Then, in the code window of the Getting Started page use some simple HTML to point to the image at your URL: ” Of course you can add extra HTML to position your image correctly. Video Videos are pretty easy to embed, but the exact steps will depend upon where the video is hosted. If it’s in YouTube then just copy the embed code – which has the source for the video enclosed in iFrame tags – and paste it into the code window. Other video sites will have a similar process. Migrating the Content between Environments I’ve not found a way to migrate the content between environments that’s quicker than having two windows open – one from each environment – and copying and pasting between the two. Although it is quite tricky to move content using the Rich Text Editing Mode – and not always easy to ensure that you’ve copied all of the content – switching over to Source Code Editing Mode makes it straightforward. It’s just basic HTML (although not particularly elegant, I suspect) but you don’t have to understand what the code means to use this window to migrate it. Just copy all the code in the box and paste it into the Source Code window in the target environment. Summary The Getting Started pages are great ways to display introductory content to your end users, including text, images and videos. It’s simple to create the pages, reorder and inactivate them, and migrate them between environments.
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