{"id":31434,"date":"2026-01-06T08:36:34","date_gmt":"2026-01-06T08:36:34","guid":{"rendered":"http:\/\/kovaion-new1.local\/integrating-a-customized-dashboard-into-oracle-benefits-self-service\/"},"modified":"2026-01-06T12:42:52","modified_gmt":"2026-01-06T12:42:52","slug":"integrating-a-customized-dashboard-into-oracle-benefits-self-service","status":"publish","type":"post","link":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/integrating-a-customized-dashboard-into-oracle-benefits-self-service\/","title":{"rendered":"Integrating a Customized Dashboard into Oracle Benefits Self-Service"},"content":{"rendered":"<p>In today&#8217;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.<\/p>\n<p>&nbsp;<\/p>\n<h2>Use Case<\/h2>\n<p>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.<\/p>\n<p>&nbsp;<\/p>\n<h2>Key Steps in Developing the Customized Dashboard<\/h2>\n<p>&nbsp;<\/p>\n<p><strong>Step 1:<\/strong> Develop the HTML Code for the Dashboard<\/p>\n<ul>\n<li>The first step involved creating the basic structure of the dashboard using HTML. This structure includes various sections organized with elements, and links (<a> tags) to navigate to the documents. Here&#8217;s a simplified version of how you can structure your HTML:<\/a><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<figure id=\"attachment_10507\" aria-describedby=\"caption-attachment-10507\" style=\"width: 800px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-10507\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Fig-1-Sample-HTML-code-300x253.jpg\" alt=\"Sample HTML code\" width=\"800\" height=\"675\" \/><figcaption id=\"caption-attachment-10507\" class=\"wp-caption-text\"><strong>Fig.1:<\/strong> Sample HTML code<\/figcaption><\/figure>\n<ul>\n<li><a>Consider using AI assistance tools like ChatGPT to refine and enhance your HTML code. This can help in organizing folders and subfolders effectively to structure different plans.<\/a><\/li>\n<\/ul>\n<div>\n<p>&nbsp;<\/p>\n<p><strong>Step 2:<\/strong> Create the Dashboard in Oracle<\/p>\n<p>Once the HTML code is ready, the next step is to integrate it into Oracle. Follow these steps to create the dashboard:<\/p>\n<ul>\n<li>Navigate to the Reports and Analytics Section: Go to the Navigation menu &gt; Select Tools &gt; Click on Reports and Analytics.<\/li>\n<\/ul>\n<figure id=\"attachment_10508\" aria-describedby=\"caption-attachment-10508\" style=\"width: 801px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-10508\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Fig-2-Navigation-to-Reports-and-Analytics-300x124.png\" alt=\"Navigation-to-Reports-and-Analytics\" width=\"801\" height=\"331\" \/><figcaption id=\"caption-attachment-10508\" class=\"wp-caption-text\">Fig.2: Navigation to Reports and Analytics<\/figcaption><\/figure>\n<ul>\n<li>In the analytics work area, navigate to Create &gt;&gt; Dashboard &gt;&gt; Select the name and location.<\/li>\n<\/ul>\n<figure id=\"attachment_10509\" aria-describedby=\"caption-attachment-10509\" style=\"width: 800px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-10509 \" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Fig-3-Navigaion-to-Dashboards-300x57.png\" alt=\"Navigaion-to-Dashboards\" width=\"800\" height=\"152\" \/><figcaption id=\"caption-attachment-10509\" class=\"wp-caption-text\"><strong>Fig.3:<\/strong> Navigaion to Dashboards<\/figcaption><\/figure>\n<ul>\n<li>Save the dashboard (named as Custom Dashboard) in the respective folder for later use. Click on Ok.<\/li>\n<\/ul>\n<figure id=\"attachment_10510\" aria-describedby=\"caption-attachment-10510\" style=\"width: 800px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-10510\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Fig-4-Name-and-Location-of-dashboard-300x165.png\" alt=\"Name-and-Location-of-dashboard\" width=\"800\" height=\"440\" \/><figcaption id=\"caption-attachment-10510\" class=\"wp-caption-text\"><strong>Fig.4:<\/strong> Name and Location of dashboard<\/figcaption><\/figure>\n<ul>\n<li>Open the Custom Dashboard and from the dashboard objects region in the left pane, drag columns, sections and text as below into the work area.<\/li>\n<\/ul>\n<figure id=\"attachment_10511\" aria-describedby=\"caption-attachment-10511\" style=\"width: 800px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-10511\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Fig-5-Including-Sections-to-Custom-Dashboard-300x72.png\" alt=\"Including-Sections-to-Custom-Dashboard\" width=\"800\" height=\"192\" \/><figcaption id=\"caption-attachment-10511\" class=\"wp-caption-text\"><strong>Fig.5:<\/strong> Including Sections to Custom Dashboard<\/figcaption><\/figure>\n<ul>\n<li>Multiple sections can be added based on requirements. For instance, in our case, two sections were created: one for text information\/content header and another for the policy document view.<\/li>\n<\/ul>\n<figure id=\"attachment_10512\" aria-describedby=\"caption-attachment-10512\" style=\"width: 800px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-10512\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Fig-6-Including-multiple-sections-to-dashboard-300x78.png\" alt=\"Including-multiple-sections-to-dashboard\" width=\"800\" height=\"208\" \/><figcaption id=\"caption-attachment-10512\" class=\"wp-caption-text\"><strong>Fig.6:<\/strong> Including multiple sections to dashboard<\/figcaption><\/figure>\n<ul>\n<li>In the text section of Column 1, open the \u2018Text Properties\u2019 and add necessary text information in the text properties for the text box 1 as shown below. In the \u2018text properties section\u2019 of Column 2, add the developed HTML code.<\/li>\n<li>Click on \u2018Preview\u2019 and \u2018Ok\u2019 to continue.<\/li>\n<\/ul>\n<figure id=\"attachment_10513\" aria-describedby=\"caption-attachment-10513\" style=\"width: 800px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-10513\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Fig-7-Text-Properties-In-Dashboard-300x205.png\" alt=\"Text-Properties-In-Dashboard\" width=\"800\" height=\"547\" \/><figcaption id=\"caption-attachment-10513\" class=\"wp-caption-text\"><strong>Fig.7:<\/strong> Text Properties In Dashboard<\/figcaption><\/figure>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-10514\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Fig-8-HTML-Code-Preview-In-Dashboard-300x204.png\" alt=\"HTML-Code-Preview-In-Dashboard\" width=\"800\" height=\"544\" \/><\/p>\n<p><strong>Fig.8:<\/strong> HTML Code Preview In Dashboard<\/p>\n<ul>\n<li>Click on \u2018save\u2019 and \u2018run\u2019 to save the dashboard.<\/li>\n<\/ul>\n<figure id=\"attachment_10515\" aria-describedby=\"caption-attachment-10515\" style=\"width: 803px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-10515\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Fig-9-Processing-The-Dashboard-300x62.png\" alt=\"Processing-The-Dashboard\" width=\"803\" height=\"166\" \/><figcaption id=\"caption-attachment-10515\" class=\"wp-caption-text\"><strong>Fig.9:<\/strong> Processing The Dashboard<\/figcaption><\/figure>\n<ul>\n<li>Dashboard is created as below. Save the URL as shown in the below screenshot. Folders and subfolders are created to organize the plans and associated documents.<\/li>\n<\/ul>\n<figure id=\"attachment_10516\" aria-describedby=\"caption-attachment-10516\" style=\"width: 806px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-10516\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Fig-10-URL-for-Custom-Dashboard-300x70.png\" alt=\"URL-for-Custom-Dashboard\" width=\"806\" height=\"188\" \/><figcaption id=\"caption-attachment-10516\" class=\"wp-caption-text\"><strong>Fig.10:<\/strong> URL for Custom Dashboard<\/figcaption><\/figure>\n<ul>\n<li>The sub folders can be accessed by toggling to the main folder. Each plan documents are customized and placed in a separate folder.<\/li>\n<\/ul>\n<figure id=\"attachment_10525\" aria-describedby=\"caption-attachment-10525\" style=\"width: 802px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-10525\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Fig-11-Custom-dashboard-View-300x135.png\" alt=\"Custom-dashboard-View\" width=\"802\" height=\"361\" \/><figcaption id=\"caption-attachment-10525\" class=\"wp-caption-text\"><strong>Fig.11:<\/strong> Custom dashboard View<\/figcaption><\/figure>\n<p>&nbsp;<\/p>\n<p><strong>Step 3:<\/strong> Integrating the Dashboard with the Oracle Application<\/p>\n<p>To integrate the dashboard into the Benefits Self-Service work area, follow these steps:<\/p>\n<ol>\n<li>Activate a sandbox and enable sandbox tools: Page Composer and Page Integration.<\/li>\n<\/ol>\n<figure id=\"attachment_10517\" aria-describedby=\"caption-attachment-10517\" style=\"width: 802px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-10517\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Fig-12-Navigation-to-Sandbox-300x92.png\" alt=\"Navigation-to-Sandbox\" width=\"802\" height=\"246\" \/><figcaption id=\"caption-attachment-10517\" class=\"wp-caption-text\"><strong>Fig.12<\/strong>: Navigation to Sandbox<\/figcaption><\/figure>\n<p>2. Choose the \u2018Page Integration\u2019 tool from the created sandbox and click on \u2018Add to the Existing Page\u2019.<\/p>\n<figure id=\"attachment_10518\" aria-describedby=\"caption-attachment-10518\" style=\"width: 802px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-10518\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Fig-13-Page-Integration-Sandbox-Tool-300x64.png\" alt=\"Page-Integration-Sandbox-Tool\" width=\"802\" height=\"171\" \/><figcaption id=\"caption-attachment-10518\" class=\"wp-caption-text\"><strong>Fig.13:<\/strong> Page Integration Sandbox Tool<\/figcaption><\/figure>\n<p>3. From the \u2018Select Page\u2019 popup, select the location where the result is expected to populate.<\/p>\n<figure id=\"attachment_10519\" aria-describedby=\"caption-attachment-10519\" style=\"width: 799px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-10519\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Fig-14-Location-for-the-Integrating-the-Dashboard-with-Application-300x139.png\" alt=\"Location-for-the-Integrating-the-Dashboard-with-Application\" width=\"799\" height=\"370\" \/><figcaption id=\"caption-attachment-10519\" class=\"wp-caption-text\"><strong>Fig.14:<\/strong> Location for the Integrating the Dashboard with Application<\/figcaption><\/figure>\n<p>4. Enter the required details, including the application role and the dashboard URL or web page link copied from Step 2.<\/p>\n<figure id=\"attachment_10520\" aria-describedby=\"caption-attachment-10520\" style=\"width: 803px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-10520\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Fig-15-Title-tab-for-the-Dashboard-300x62.png\" alt=\"Title-tab-for-the-Dashboard\" width=\"803\" height=\"166\" \/><figcaption id=\"caption-attachment-10520\" class=\"wp-caption-text\"><strong>Fig.15:<\/strong> Title tab for the Dashboard<\/figcaption><\/figure>\n<p>5. Now, activate the sandbox tool &#8216;Page Composer,&#8217; delete any existing content (if applicable), and click on &#8216;Add Content\u2019.<\/p>\n<figure id=\"attachment_10521\" aria-describedby=\"caption-attachment-10521\" style=\"width: 802px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-10521\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Fig-16-Page-composer-tool-in-Dashboard-creation-300x58.png\" alt=\"Page-composer-tool-in-Dashboard-creation\" width=\"802\" height=\"155\" \/><figcaption id=\"caption-attachment-10521\" class=\"wp-caption-text\"><strong>Fig.16:<\/strong> Page composer tool in Dashboard creation<\/figcaption><\/figure>\n<p>&nbsp;<\/p>\n<p>6. Choose the previously created dashboard from the &#8216;Reports and Analytics&#8217; work area by navigating to the saved dashboard. Select the \u2018Custom Dashboard\u2019 and click on \u2018Add\u2019.<\/p>\n<figure id=\"attachment_10522\" aria-describedby=\"caption-attachment-10522\" style=\"width: 804px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-10522\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Fig-17-Add-Content-Page-in-Page-Composer-300x193.png\" alt=\"Add-Content-Page-in-Page-Composer\" width=\"804\" height=\"517\" \/><figcaption id=\"caption-attachment-10522\" class=\"wp-caption-text\"><strong>Fig.17:<\/strong> Add Content Page in Page Composer<\/figcaption><\/figure>\n<p>The dashboard is now integrated to the Oracle Application.<\/p>\n<figure id=\"attachment_10523\" aria-describedby=\"caption-attachment-10523\" style=\"width: 805px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-10523\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Fig-18-Add-Content-using-Page-Composer-300x92.png\" alt=\"Add-Content-using-Page-Composer\" width=\"805\" height=\"247\" \/><figcaption id=\"caption-attachment-10523\" class=\"wp-caption-text\"><strong>Fig.18:<\/strong> Add Content using Page Composer<\/figcaption><\/figure>\n<p>7. Publish the sandbox. Employees assigned the application role can now view the dashboard.<\/p>\n<figure id=\"attachment_10524\" aria-describedby=\"caption-attachment-10524\" style=\"width: 798px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-10524\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Fig-19-Dashboard-in-the-Front-End-300x62.png\" alt=\"Dashboard-in-the-Front-End\" width=\"798\" height=\"165\" \/><figcaption id=\"caption-attachment-10524\" class=\"wp-caption-text\"><strong>Fig.19:<\/strong> Dashboard in the Front End<\/figcaption><\/figure>\n<p>&nbsp;<\/p>\n<\/div>\n<div>\n<h2>Business Benefits<\/h2>\n<ul>\n<li><strong>Centralized Information:<\/strong> Employees can access all relevant documents in one place, reducing the time spent searching for data across multiple locations, thereby enhancing efficiency and productivity.<\/li>\n<li><strong>Customization Options:<\/strong> The ability to create additional or external pages within the Oracle system allows for extensive customization based on specific needs and preferences.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h2>Limitations<\/h2>\n<ul>\n<li><strong>Complexity:<\/strong> Customizing dashboards can be complex and may require specialized knowledge of Oracle Fusion tools and coding skills.<\/li>\n<li><strong>Time-Consuming:<\/strong> Developing and integrating custom dashboards can be time-consuming, especially for complex requirements.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h2>The Bottom Line<\/h2>\n<p>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&#8217;s needs. While there are minor challenges in implementing this solution, the benefits significantly outweigh them, leading to improved productivity, flexibility and efficiency.<\/p>\n<p>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.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Author:<\/strong> Reshma P Eldho, Associate Oracle HCM Consultant<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>In today&#8217;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, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":24059,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[18],"tags":[],"class_list":["post-31434","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-oracle-hcm"],"acf":[],"_links":{"self":[{"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/posts\/31434","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/comments?post=31434"}],"version-history":[{"count":1,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/posts\/31434\/revisions"}],"predecessor-version":[{"id":31435,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/posts\/31434\/revisions\/31435"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/media\/24059"}],"wp:attachment":[{"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/media?parent=31434"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/categories?post=31434"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/tags?post=31434"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}