Leila Fielding

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ORACLE HCM · AI AGENT PROFILE

Check-in agents

Two agents for Performance and Touchpoints check-ins. The Check-In Transcript Assistant (26B) turns a check-in transcript into a structured summary with action items; from 26D you can upload a recording or transcript file of up to 25 MB. The Check-in Calendar Integration Assistant (26C) schedules, updates and cancels check-ins in Microsoft Outlook, offering up to 9 time slots across the next 14 days based on participants' availability.
Talent ManagementAI agents (Check-In Transcript Assistant and Check-in Calendar Integration Assistant)Good first agent: MaybeTake careChanges dataRelease 26B

Where it helps

After a monthly check-in, a manager uploads the recording, and both of them get a summary and action items to pick up next time.

My take

MY PRACTITIONER VIEW

Saves managers real time and makes follow-up more consistent. But recording a one-to-one changes the conversation, so agree when recordings are used and tell employees before anyone uploads one.

What it won't do

  • The summary leaves out personal discussions, such as health, family or medication, and personal data (26D).
  • The uploaded transcript isn't kept unless the template is set to store it, but the summary is (26B, 26D).
  • Not every summary point has a matching action item (26D).
  • Changes made directly in Outlook don't flow back to the check-in (26C).
  • Calendar scheduling works with Microsoft Outlook only (26C).

Good first agent?

Maybe. Summaries are useful and easy to check, but recordings need a clear policy first.

Risk level: Take care. It summarises conversations about named people, including from recordings. It's a record, not a rating, but treat recordings with care.

Before you switch it on

  1. When may check-ins be recorded, and how will employees be told?
  2. Should transcripts be stored, and for how long?
  3. Who can see the summaries?

Next steps

Setup at a glance

Open Setup at a glance for the setup steps. Select the agent's type label to see what that type means.

Test it after each update

For Oracle Fusion Applications, non-production (test) quarterly updates follow the weekend after the first Friday of the update month; production follows the weekend after the third Friday. Run these checks after the test update and before production, and verify your tenant's exact dates in Oracle update notifications.

  • Upload a test transcript and check the summary and action items against it.
  • Include a personal topic in a test transcript and check it's left out.
  • Schedule, move and cancel a test check-in and check the Outlook invites.

Watch out

Supported files are .txt, .csv, .srt, .vtt, .json, .m4a, .wav and .mp4, up to 25 MB (26D).

How it's changed

26B transcript summaries; 26C Outlook calendar scheduling; 26D recordings and stored transcripts.

  1. 26D
    Upload Media Files to Generate Conversation SummaryOracle's note ↗
  2. 26C
    Integrate Calendars with Check-In DocumentsOracle's note ↗
  3. 26B
    Check-Ins Conversation SummaryOracle's note ↗

Related agents

Team Sync Agent

Gives managers short summaries of their team's recent check-ins: an overall team summary, a summary for each person, team and individual sentiment, and the people who need the manager's attention. From 26D it's delivered ready to run as the Team Sync Advisor, and managers can choose how many days to summarise (14 by default, up to 365).

Manager Edge Agent

A coaching assistant for managers. It turns existing talent data (goals, check-ins, team sync, feedback, recognition, awards and performance documents from the past two years) into coaching points for each person: themes, progress, possible risks and what to cover next. From 26D it also covers succession, to help spot strong performers with leadership potential, and uses check-in summaries and questionnaire answers.

Last reviewed November 2026

This is an independent practitioner view, not Oracle documentation. Features, names and availability change each release and depend on your licences and setup; some agentic applications carry extra costs. Always check Oracle's own notes and your environment.