Have you ever faced the tedious task of manually assigning journeys to multiple employees or struggled with limitations when using HDL (HCM Data Loader)?

Oracle HCM’s 25B release brings you the much-awaited functionality to bulk assign journeys effortlessly using custom filtered lists, significantly enhancing efficiency and user experience. Let’s dive deep into how you can leverage this powerful new feature.

📌 Why Is This Feature Essential?

Previously, assigning journeys to multiple, randomly selected employees required using HDL. However, HDL posed significant challenges:

• Journey notifications weren’t triggered, causing delays and reducing the effectiveness of journey management.
• Users experienced limited visibility and tracking issues.

With the new Filtered List feature, you overcome these limitations by automating the assignment process, enhancing accuracy, and ensuring notifications work seamlessly.

✅ Prerequisites & Setup

How do I enable the assignee type for List of Persons in Journeys?

The profile option controlling the Assignee Type on the Assign Journey page is ORA_PER_SOA_JOURNEY_ASSIGNEE_SELECTION_TYPE. By default, it’s set to P (Person). Below are the available values and combinations:

Assignee Type Options	Profile Value
Person	P
Directs, Person	D
Directs, Organization, Person	O
List of Persons, Person	L
Directs, List of Persons, Organization, Person	L,O

To enable the “List of Persons” assignee type:

1. Navigate to Setup and Maintenance.
2. Search and click on the Manage Administrator Profile Values task.
3. Search for the profile option code: ORA_PER_SOA_JOURNEY_ASSIGNEE_SELECTION_TYPE.
4. Select the profile option and enter L or L,O based on your needs.
5. Click Save and Close, then Done.

This configuration enables the List of Persons option in the Assignee Type dropdown.

⚙️ Creating a Filtered List

How do I create a filtered list to assign Journeys?

Filtered lists are custom lists defined by criteria to assign journeys efficiently. Follow these detailed steps:

1. Navigate to My Client Groups > Journeys.
2. Select your desired journey from the Explore tab.
3. Click Assign.
4. Select List of Persons under Assignee Selection Type.

5. Click Manage list of persons to view and manage filtered lists.

6. Click Add to create a new filtered list.
7. Provide a unique name for your filtered list.
8. Select Worker Assignment Extract as the Object and Journeys as the Subscriber.
9. Define specific criteria for your list, such as:
   • Legal Employer: Vision Corporation
   • Country: India
   • Location Code: LOC_01_0_2454663235805

10. After defining each condition, use the Add icon to insert more conditions as needed.
11. Click Create.

Your new filtered list is now ready to use.

Reviewing Configured Filtered Lists

You can review the configured filtered lists from the Manage list of persons link. Ensure your newly created lists are accurately configured:

🚀 Bulk Assigning the Journey

1. On the Assign Journey page, select the filtered list you created from the Select Person List dropdown.

2. Click Assign.

✅ Check the Activity tab to view assignment statuses and the number of employees included.

🔥 Tips & Considerations

• Bulk assignment via filtered lists supports alert-based journeys only, not BI Publisher-based journeys.
• Ensure you have the required access to the Filtered Lists page.
• Configure filtered lists in My Client Groups before assigning via the Redwood Assign Journey page.
• Always preview filtered list criteria to verify the accuracy of targeted employees.

🎯 Real-World Scenario

Consider Vision Corporation needing to onboard all employees based in India at a specific location (LOC_01_0_2454663235805). With this feature, HR can rapidly assign onboarding journeys accurately, automating what previously was a manual, error-prone task.

💡 How Was This Feature Born?

This feature was driven by community feedback via Oracle Cloud Customer Connect. Consultants’ ideas are regularly submitted, reviewed, and incorporated by Oracle, making it vital for users to engage actively.

👉 Visit Oracle Cloud Customer Connect’s Idea Lab to review, submit, or upvote valuable ideas!

📌 Key Resources

• Implementing and Using Journeys guide
• Overview of Filtered Lists in Using Common Features for HCM guide

🔐 Access Requirements

To create and manage filtered lists, ensure this privilege:

Functional Security Privilege	Description	Assigned to Job Role
HRC_MANAGE_HCM_LISTS_PRIV	Allows managing HCM lists.	Auto Filter List Role

🌟 Conclusion

Oracle’s new bulk assignment feature through filtered lists significantly improves journey management, addressing key limitations faced with HDL. This enhancement is essential for HR professionals aiming to streamline processes and significantly enhance employee experiences.

Start leveraging this robust feature today for effortless, accurate journey assignments!