Document History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Update Version	Notes
21 DEC 2018	January Maintenance Pack for 18C	Delivered new features in January Maintenance Pack for 18C.
23 NOV 2018	December Maintenance Pack for 18C	Delivered new features in December Maintenance Pack for 18C.
29 MAR 2019	Update 18C	Revised update 18C.
21 DEC 2018	December Maintenance Pack for 18B	Delivered new features in December Maintenance Pack for 18B.
26 OCT 2018	November Quarterly Maintenance Pack for 18B	Delivered new features in November Quarterly Maintenance Pack for 18B.
27 AUG 2018	September Maintenance Pack for 18B	Delivered new features in September Maintenance Pack for 18B, which were also included in the November Quarterly Maintenance Pack.
27 JUL 2018	August Quarterly Maintenance Pack for 18B	Delivered new features in August Quarterly Maintenance Pack for 18B.
29 JUN 2018	July Maintenance Pack for 18B	Delivered new features in July Maintenance Pack for 18B, which were also included in the August Quarterly Maintenance Pack.
26 OCT 2018	June Maintenance Pack for 18B	Delivered new features in June Maintenance Pack for 18B, which were also included in the August Quarterly Maintenance Pack.
22 FEB 2019	Update 18B	Revised update 18B.
27 JUL 2018	June Maintenance Pack for 18A	Revised June Maintenance Pack for 18A. Features will also be included in the August Quarterly Maintenance Pack.
27 APR 2018	May Maintenance Pack for 18A	Delivered new features in May Maintenance Pack for 18A.
30 MAR 2018	April Maintenance Pack for 18A	Delivered new features in April Maintenance Pack for 18A.
26 JUL 2019	Update 18A	Revised update 18A.

January Maintenance Pack for 18C

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
21 DEC 2018		Created initial document.

Overview

HCM Cloud applications have two types of patches you can receive that are documented in this What’s New:

• Release Updates (18A, 18B and 18C)
• Optional Monthly Maintenance Packs to each update

It is important for you to know what Release Update your environment is on. You can find this in your Cloud Portal. If you are on Update 18A, you will only have features that are in 18A or the Monthlies for 18A, you will not have 18B features until you receive the 18B update. You can however read ahead on future release so you can make plans for when you will receive the next update.

If you are upgrading from Release 12, you should read all features up through the Release Update that you will receive in the upgrade, this can also be found in Cloud Portal.

This document outlines the information you need to know about new or improved functionality in Oracle HCM Cloud. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

In addition to this document you will also want to review the Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs (Document ID 1554838.1). These documents identify bug fixes and possible known issues. You will also need to review these documents based in the release update version you are currently on or will be moving to.

Oracle HCM Cloud release documents are delivered in five functional groupings:

Suggested Reading for all HCM Products:

• HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)
• Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)

NOTE: Not all Global Human Resource features are available for Talent and Compensation products.

Optional Reading for HCM Products (Depending on what products are in your cloud service):

• Talent Management Cloud (All Talent applications)
• Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)
• Workforce Management Cloud (Absence Management and Time and Labor)

Additional Optional Reading:

• Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM)

NOTE: All of these documents can be found on the Oracle Help Center at: https://cloud.oracle.com/saasreadiness/hcm under Human Capital Management Release Readiness.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New for Release 13 in the body or title of the email.

Feature Summary

Payroll for the United Kingdom

Payroll for Oracle Human Capital Management for the United Kingdom supports country specific features and functions for the United Kingdom. It enables users to follow the United Kingdom's business practices and comply with its statutory requirements.

New Payroll Validation Archive Report

You can run the new Payroll Validation Archive Report to address any data discrepancies, before you run your payroll. The multi-threaded approach used in this process enables an efficient and faster process completion.

Use this process for larger data population, or if you want to validate a subset of employees only.  It provides the same validations as the Payroll Validation Report. 

New Payroll Validation Archive Process

Enter the required parameters and submit the process:

Process Parameters

The following new parameters are available in this process:

• Employee Set
  • Use this to select a subset of employees you wish to run the validation for.
• Process Configuration Group
  • You must create a process configuration group to override the default parameters. You can select it here from the list of values.

Steps to Enable

No steps are required to enable this feature.

December Maintenance Pack for 18C

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
23 NOV 2018		Created initial document.

Overview

HCM Cloud applications have two types of patches you can receive that are documented in this What’s New:

• Release Updates (18A, 18B and 18C)
• Optional Monthly Maintenance Packs to each update

It is important for you to know what Release Update your environment is on. You can find this in your Cloud Portal. If you are on Update 18A, you will only have features that are in 18A or the Monthlies for 18A, you will not have 18B features until you receive the 18B update. You can however read ahead on future release so you can make plans for when you will receive the next update.

If you are upgrading from Release 12, you should read all features up through the Release Update that you will receive in the upgrade, this can also be found in Cloud Portal.

This document outlines the information you need to know about new or improved functionality in Oracle HCM Cloud. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

In addition to this document you will also want to review the Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs (Document ID 1554838.1). These documents identify bug fixes and possible known issues. You will also need to review these documents based in the release update version you are currently on or will be moving to.

Oracle HCM Cloud release documents are delivered in five functional groupings:

Suggested Reading for all HCM Products:

• HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)
• Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)

NOTE: Not all Global Human Resource features are available for Talent and Compensation products.

Optional Reading for HCM Products (Depending on what products are in your cloud service):

• Talent Management Cloud (All Talent applications)
• Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)
• Workforce Management Cloud (Absence Management and Time and Labor)

Additional Optional Reading:

• Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM)

NOTE: All of these documents can be found on the Oracle Help Center at: https://cloud.oracle.com/saasreadiness/hcm under Human Capital Management Release Readiness.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New for Release 13 in the body or title of the email.

Feature Summary

Payroll

Payroll for the United Kingdom

Payroll for Oracle Human Capital Management for the United Kingdom supports country specific features and functions for the United Kingdom. It enables users to follow the United Kingdom's business practices and comply with its statutory requirements.

MyCSP Pension Interface Monthly Files

You can use the new process to generate the monthly files for MyCSP pension interface. The predefined process Generate MyCSP Interface generates monthly files including:

• Payment History
• Service History

To run this process, set the values for the following parameters:

Parameter	Description
Payroll Statutory Unit	Select the Payroll Statutory Unit
Effective Date	Accept the default date
Paypoint Code	Select the Paypoint code
Submission Type	Select Monthly
Final Submission	Select No
Process Configuration Group	Select a Process Configuration Group, if required

Payroll Task Flow Parameters

NOTE: To close the year-end, select the final submission as Yes. This populates the field 'YRCLOSE' in the control totals file with the year, for the end of the year to be closed. For example, 2018 for the year 2017 to 2018.

The first task in the flow archives all the employees' records followed by one task to generate each file:

Task List and Details

 To generate the MyCSP Pension Interface files, you must provide additional information such as:

• Employer Information:
  • Employer Code
  • Paypoint Code
• Eligible employees to be enrolled into a Civil Service pension
• Additional Grade and Element information

Steps to Enable

No steps are required to enable this feature.

Payroll for the United States

Payroll for Oracle Human Capital Management for the United States supports country specific features and functions for the United States. It enables users to follow the United States business practices and comply with its statutory requirements.

Involuntary Deduction Calculation Bypass Override

You can now augment your involuntary deductions processing with the use of a new override to bypass all legislative calculations.  Select the new Statutory Rules Override Amount calculation value on the Involuntary Deductions card component. This value ignores all legislative calculations and is available for all Involuntary Deductions secondary classifications.

To set this override:

1. Use the Manage Calculation Cards task to open the employee's Involuntary Deductions card for editing.
2. Select the appropriate calculation component.
3. In the Details region, select Enterable Calculation Values on Calculation Cards.
4. Search for and select the Statutory Rules Override Amount calculation value.

Statutory Rules Override Amount Calculation Value

5. Specify the appropriate override amount.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

• Applicable processing fees are still deducted when you impose this override.
• This override is available only on newly defined elements and those elements you have upgraded through the Element Upgrade process.

Update 18C

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
29 MAR 2019	Benefits: Enhanced Formula Functions	Updated document. Revised feature information.
21 DEC 2018	Global Payroll: HCM Data Loader Enhancements for Payroll Information	Updated document. Delivered feature in update 18C.
21 DEC 2018	Payroll for the US: Iterative Pretax Deduction Calculation Enhancement	Updated document. Revised feature information.
23 NOV 2018	Compensation: Person Spotlight - Compensation Details - Worker View	Updated document. Delivered feature in update 18C.
26 OCT 2018	Benefits: Enhanced Formula Functions	Updated document. Delivered feature in update 18C.
26 OCT 2018	Compensation: View Number of Notes on Worksheet	Updated document. Delivered feature in update 18C.
26 OCT 2018	Global Payroll: Retrospective Processing of Costing Setup Changes	Updated document. Delivered feature in update 18C.
26 OCT 2018	Global Payroll: Derive Bank Account Number from IBAN	Updated document. Delivered feature in update 18C.
26 OCT 2018	Payroll for the US: California VPDI Support	Updated document. Delivered feature in update 18C.
26 OCT 2018	Payroll for the US: Disposable Income Recalculation for Involuntary Deductions	Updated document. Delivered feature in update 18C.
26 OCT 2018	Payroll for the US: New 180-Day Balance Dimensions	Updated document. Delivered feature in update 18C.
26 OCT 2018	Payroll for the US: Proration Enhancement for Involuntary Deduction Support Orders	Updated document. Delivered feature in update 18C.
26 OCT 2018	Transactional Business Intelligence/ Payroll: New Dashboard - Payroll Flow Details	Updated document. Delivered feature in update 18C.
25 SEP 2018	Global Payroll: Enhanced Deduction Elements Processing	Updated document. Delivered feature in update 18C.
25 SEP 2018	Global Payroll: Generate HCM Rates Support for Payroll Customers	Updated document. Delivered feature in update 18C.
25 SEP 2018	Global Payroll: Payslip Rate Enhancements	Updated document. Delivered feature in update 18C.
25 SEP 2018	Global Payroll: Payslip Reprinting Report	Updated document. Delivered feature in update 18C.
25 SEP 2018	Global Payroll: Removal of Unprocessed Payroll Element Batches Will Remove Associated Notifications	Updated document. Delivered feature in update 18C.
25 SEP 2018	Global Payroll: Retroactive Notification Report	Updated document. Delivered feature in update 18C.
25 SEP 2018	Global Payroll: Tax Reporting Unit Support For Global Transfers	Updated document. Delivered feature in update 18C.
18 SEP 2018	Global Payroll: Expedited Payroll Processing for Absences	Updated document. Delivered feature in update 18C.
07 SEP 2018		Created initial document.

Overview

HCM Cloud applications have two types of patches you can receive that are documented in this What's New:

• Release Updates (18A, 18B and 18C)
• Optional Monthly Maintenance Packs to each update

It is important for you to know what Release Update your environment is on. You can find this in your Cloud Portal. If you are on Update 18A, you will only have features that are in 18A or the Monthlies for 18A, you will not have 18B features until you receive the 18B update. You can however read ahead on future release so you can make plans for when you will receive the next update.

If you are upgrading from Release 12, you should read all features up through the Release Update that you will receive in the upgrade, this can also be found in Cloud Portal.

This document outlines the information you need to know about new or improved functionality in Oracle HCM Cloud. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

In addition to this document you will also want to review the Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs (Document ID 1554838.1). These documents identify bug fixes and possible known issues. You will also need to review these documents based in the release update version you are currently on or will be moving to.

Oracle HCM Cloud release documents are delivered in five functional groupings:

Suggested Reading for all HCM Products:

• HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)
• Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)

NOTE: Not all Global Human Resource features are available for Talent and Compensation products.

Optional Reading for HCM Products (Depending on what products are in your cloud service):

• Talent Management Cloud (All Talent applications)
• Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)
• Workforce Management Cloud (Absence Management and Time and Labor)

Additional Optional Reading:

• Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM)

NOTE: All of these documents can be found on the Oracle Help Center at: https://cloud.oracle.com/saasreadiness/hcm under Human Capital Management Release Readiness.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New for Release 13 in the body or title of the email.

Feature Summary

Benefits

Benefits

Oracle Benefits is a complete, configurable and flexible global solution that enables organizations to successfully evolve and adapt to the unique needs of their workforce. The solution enables setup of traditional 'one-size fits all' plans to highly complex plans that selectively target different workforce segments with different benefit packages. Self-service capabilities present the user with an out of the box intuitive guided enrollment process with contextual information and embedded analytics.

Seniority Dates to Derive Eligibility

Take advantage of the seniority date when you create length-of-service derived factors. For example, you can use the seniority date along with a benefits status or pay group to determine if employees are eligible, or ineligible, to enroll in savings plans.

Previously, you could only select a couple of preset length of service rules, but now you can configure a greater variety of seniority dates using the Oracle Fusion Global Human Resources functionality.

You continue to configure the rules for creating and defaulting seniority dates using the Configure Seniority Dates task in the Setup and Maintenance work area. When you create a length of service derived factor, you can select Seniority Date as the period start date rule, and select an appropriate seniority date from the new Seniority Date list.

Selecting the Seniority Date in a Length-of-Service Derived Factor

Seniority dates can be exported and imported in the usual way using Functional Setup Manager and plan copy.

Steps to Enable

No steps are required to enable this feature.

Manage Eligibility Profiles in Bulk Using Spreadsheet Loader

Take advantage of the new spreadsheet loader that enables you to associate existing eligibility profiles with programs, plan types, plans, and options.

When you create or edit programs or plans, you can access this spreadsheet from the Eligibility step. Click Prepare in Workbook to open the spreadsheet loader.

The Participation Eligibility Spreadsheet Loader

Steps to Enable

No steps are required to enable this feature.

More Information in Benefits Process Reports

The benefits process reports are now powered with more details to help you identify problems more easily and take corrective action. You can use these new fields to find out which person records have errors, and the name of the life event that caused the issue. In the Evaluation and Reporting work area, Monitor Process Request section, click the Report icon of the process that you’d like to drill down on.

The new fields are available in reports that the following processes generate:

• Evaluate Life Event Participation
• Evaluate Scheduled Event Participation
• Evaluate Unrestricted Event Participation
• Enroll in Default Benefits
• Close Enrollment
• Back Out Life Events
• Back Out Unrestricted Life Events
• Reopen Life Events

In this update, the new fields are not available in the report of the Evaluate Temporal Event Participation process.

Steps to Enable

No steps are required to enable this feature.

Enhanced Formula Functions

Take advantage of the new formula functions that enable you to set up and use the Oracle Fusion Benefits application more flexibly.

Auto Enroll Eligible Dependents

Use the formula function BEN_FN_GET_CHAR_VALUE to enable you to auto enroll eligible dependents into a plan or option from the start. Previously, if you had set up your enrollment method as automatic, your participants or administrators still had to enroll eligible dependents in the plan when they enrolled for the very first time round. After that, the designated dependents were carried forward as long as the enrollment was for the same plan or option. Now, when you set up your enrollment method as automatic and attach the new formula to the plan or option, all dependents are automatically enrolled, even for the very first time. Participants or administrators can, of course, unenroll the dependents, if required.

Provide Certification Once for Dependents

Use the formula function BEN_FN_GET_CHAR_VALUE to configure dependent certification to be triggered once per dependent. Now, using the new formula, if the participant has provided a certificate for a dependent for a specific plan and option, and if a subsequent life event occurs, the participant does not have to provide that same certification for the dependent again. For example, if the participant provided a birth certificate for their dependent for the Medical plan type, and the administrator has approved the certificate, the participant doesn't need to provide the same certification for the dependent again for that plan type.

Here's a sample formula. The formula type is Enrollment Certification Required.

DEFAULT_DATA_VALUE for BEN_PIL_PER_IN_LER_ID_TN IS 0

DEFAULT_DATA_VALUE for BEN_EXT_RSLT_PER_IN_LER_ID IS 0

default_data_value for BEN_PIL_LF_EVT_OCRD_DT_TN is '4712/12/31 00:00:00' (DATE)

DEFAULT for BEN_COP_ORDR_NUM IS 0

DEFAULT for BEN_PIL_LF_EVT_OCRD_DT IS '4712/12/31 00:00:00' (DATE)

l_lf_evt_ocrd_dt = '1951/01/01 00:00:00' (date)

l_prev_lf_evt_ocrd_dt = '1951/01/01 00:00:00' (date)

l_cert_rqd = 'N' l_ben_cop_ordr_num = BEN_COP_ORDR_NUM

l_pil_lf_evt = BEN_FN_GET_CHAR_VALUE( 'BEN_PER_IN_LER' ,'LF_EVT_OCRD_DT' ,' ' ,' ' ,' ' ,' ' )

if ((l_pil_lf_evt <> 'NA') and (l_pil_lf_evt <> 'NO_DATA_FOUND')) then ( l_lf_evt_ocrd_dt =to_date(l_pil_lf_evt) )

I = 1

l_prev_per_in_ler_id =-1

while BEN_PIL_LF_EVT_OCRD_DT_TN.exists(i)

Loop

(

if (l_lf_evt_ocrd_dt != BEN_PIL_LF_EVT_OCRD_DT_TN[i] and

l_prev_lf_evt_ocrd_dt < BEN_PIL_LF_EVT_OCRD_DT_TN[i]) then

(

l_prev_lf_evt_ocrd_dt =   BEN_PIL_LF_EVT_OCRD_DT_TN[i]

l_prev_per_in_ler_id = BEN_PIL_PER_IN_LER_ID_TN[i]

)

I=I+1

)

l_fn_ord_num = BEN_FN_GET_CHAR_VALUE( 'BEN_PLTYP_ENRT_CERT' ,'OPTION_ORD_NUM' ,'Supplemental Life Insurance' ,' ' ,' ' ,' ' )

if l_fn_ord_num <> 'NO_DATA_FOUND' then

(

if l_ben_cop_ordr_num - to_number(l_fn_ord_num) >= 20 then

l_cert_rqd = 'Y'

)

return l_cert_rqd

The General Configuration Tab During Plan Creation

Control the Allowed Level of Changes Without Certification

You can now use the new database item BEN_PLTYP_ENRT_CERT to control the levels of change that are allowed without certification. For example, you could control the levels of change so that if a participant is enrolled in 2x life insurance, they can lower it, waive it, or go up one level such as 3x, but any higher than that, you want them to provide a certificate.

This flexibility enables you to better control when certificates are required, and when they are not.

The Options Section During Plan Creation

Steps to Enable

You must perform some configuration steps to associate the formula with the benefit offering.

Perform these steps to auto-enroll eligible dependents:

1. Open the Create or Edit Plan page from the Plan Configuration work area or from the Setup and Maintenance work area.
2. On the Enrollment train stop, select the formula from the Automatic Formula list as the automatic formula to use. This associates the formula with the option-in-plan or the plan without options at plan level.
3. Select the Automatic enrollment check box. When the participant or administrator then starts open enrollment, or makes a change to an existing enrollment, the eligible dependents are then automatically enrolled on the option or plan.

Here's a sample formula. The formula type to use is Automatic Enrollment Method.

AUTO_DFLT_VAL = 'Y' 

CARRY_FORWARD_ELIG_DPNT = 'AUTO_PL_AUTO_DES_DEP'

return AUTO_DFLT_VAL, CARRY_FORWARD_ELIG_DPNT

Selecting the Formula in the Enrollments Train Stop

Perform these steps to enable the certification requirements only once for dependents: 

1. In the Create or Edit Program pages, navigate to the Designation Requirements train stop, General tab, Certification section.
2. Select the formula from the Determination Formula list when you add a certification type. Note that the parameter in the formula has to match the name of the certificate.

Here's a sample formula. The formula type to use is Dependent Certification Required.

inputs are CON_PERSON_ID(number)

l_dpnt_id=CON_PERSON_ID

l_return='Y'

l_chk_dpnt_ctfn='N'

l_chk_dpnt_ctfn=BEN_FN_GET_CHAR_VALUE (

'BEN_CVRD_DPNT_CTFN_PRVDD'

,'PROVIDED'

,'NA_CHECK_ONCE'

,'NA'

,to_char(l_dpnt_id)

,'Birth certificate')

if (l_chk_dpnt_ctfn='Y') then(l_return='N')

return l_return

Designation Requirements Train Stop, General Tab, Certification Section

Perform these steps to control how many levels of change you want to allow without certification:

1. In the Create or Edit Plan pages, navigate to the Certification train stop.
2. Select the formula from the Determination Formula list..

Certification Train Stop

Key Resources

For further information about using benefits formulas, refer to My Oracle Support for the following document:

• Benefits Fast Formula Reference Guide for Oracle Fusion Benefits on My Oracle Support (Document ID: 1456985.1).

Compensation and Total Compensation Statement

Compensation

Oracle Compensation enables your organization to plan, allocate, and communicate compensation using the most complete solution in the market. Make better business decisions using embedded analytics and a total compensation view of workers, regardless of geographic location or pay package components.

Round Salary Amount and Range

We enhanced the salary basis to give you the flexibility to define separate rounding rules for salary amounts and salary ranges.

Salary Amount Rounding: Used by calculations that include the salary amount, such as when:

• Increasing a salary using a percentage, for example, increase by 3.5%
• Converting the salary to a different frequency, for example, from monthly to annual or vice versa
• Prorating the salary based on a specific full-time equivalent, for example, from 1 FTE to 0.5 FTE

Salary Range Rounding: Determines how grade rates are displayed and when calculating revised grade rates. Grade rates revisions are calculated when:

• Converting the salary range from one frequency to another
• Applying salary differentials

Round Salary Amount and Range

Rounded Salary Range

Rounded Salary

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

The salary amount rounding rule is used by calculations that include the salary amount, such as when the worker's salary increases based on a percentage. The rule always affects amounts from the point that it's set and onward. It doesn't affect amounts calculated before that point. For consistency across historical and current salary amounts, create another salary basis with the new rounding rule instead of editing an existing salary basis.

We recommend that you match your salary amount rounding rule place with the salary basis decimal place to display. This table explains what happens when the decimal and rounding rule places don’t match.

Mismatch Issue	Example Scenario	Example Results
If the decimal place to display is longer than your rounding rule place, salary amounts have extra zeroes at the end.	Salary amount: 15.7923234 Decimal place to display: 4 Rounding rule: Nearest .01	Calculations round the amount to 15.79 and salary pages display the amount as 15.7900
If the decimal place to display is shorter than your rounding rule place, salary amounts are truncated.	Salary amount: 15.7923234 Decimal place to display: 2 Rounding rule: Nearest .0001	Calculations round the amount to 15.7923 and salary pages display the amount as 15.79

Decimal and Rounding Rule Mismatch Examples

The salary basis decimal place to display is ignored by payroll element entries, which always use the decimal place of the currency definition. For example, US currency is defined to 2 decimal places. If your salary amount displays to 4 places, the element entries round the amount to 2 places.

Key Resources

For more information, see the following topic in Applications Help:

• Creating Salary Bases: Points to Consider

Salary Rounding in Grade Step Progression

Salary amounts calculated in grade step progression are now rounded according to the rounding rule defined on the salary basis whenever the salary is converted from one frequency to another. For example, rounding is applied if a salary record with a monthly salary basis is updated with the rates from a grade ladder with hourly rates.

Salary ranges displayed in the Review Proposed Progressions and Salary Updates page are rounded according to the rounding rule defined on the salary basis whenever the salary range is converted from one frequency to another. For example, if you associate a grade range based on hourly rates with a salary basis that has a monthly frequency, the ranges are rounded after converting from hourly to monthly.

Steps to Enable

In order to use this feature you must select a rounding rule on the salary basis definition.

Tips And Considerations

• Rounding applies only when there's a calculation to convert salary amounts or salary ranges to a different frequency.
• Salary amount and salary ranges are rounded in both batch processes: Run Grade Step Progression and Synchronize Grade Step Rates.
• Salary amount is rounded during automatic population of salary amounts during online transactions such as hire, promote, and manage employment.
• Grade step progression doesn't display salary range differentials, therefore no rounding occurs if you've defined salary range differentials.

Include Multiple Grade Ladders in Grade Step Progression Processes

We've added a new grade ladder group attribute to the progression grade ladder definition. With this attribute, you can associate a grade ladder with a grade ladder group. You define grade ladder groups in a user customizable lookup, giving you the flexibility to tailor the groups to your unique business needs.

Grade Ladder Group Attribute

You can use the new grade ladder group attribute to combine multiple grade ladders into a single batch for both the Run Grade Step Progression and Synchronize Grade Step Rates processes. The new Batch Type parameter defaults to grade ladder, which allows you to continue running the process by grade ladder, just as you have done in previous releases. When you set the Batch Type parameter to grade ladder group, you're prompted to enter the name of the grade ladder group. This combines all grade ladders within the grade ladder group into a single process run.

Run Batch Process for a Grade Ladder Group

You can also manage the results by grade ladder group. The Review Proposed Progressions and Salary Updates page now includes an option to search on results for a grade ladder group. When you search on a grade ladder group, you see all grade ladders belonging to that group, whether the process was run by grade ladder group, or by individual grade ladder. This gives you the flexibility to run or re-run a single grade ladder but still allows you to see the results for that grade ladder when viewing results for the entire grade ladder group.

Batch Results for Grade Ladder Group North Which Includes Three Grade Ladders

Steps to Enable

To use this feature you need to define your grade ladder groups, and then associate your grade ladders with the grade ladder groups that you have defined.

You define grade ladder groups in the lookup ORA_CMP_GSP_GRADE_LADDER_GRP.  There're no pre-defined values. You can create as many grade ladder groups as you need to meet your business needs.

Sample Grade Ladder Group Definition in Manage Common Lookups

Once you've defined your grade ladder groups, you can manually associate them with each grade ladder on the Manage Progression Grade Ladders page, or you can update the grade ladders by HDL using the Progression Grade Ladder object.

Enhanced Search and Filter in Grade Step Progression Review Page

We've enhanced the search and filter options in the Review Proposed Progressions and Salary Updates page so you can effectively manage your process results. Previously you could search only on process ID or grade ladder. Now you can search on the new grade ladder group attribute or a combination of search fields.

We've added the submission time filter so that you can narrow your results to those run during a particular period of time. The timezone displayed is UTC, in alignment with the times expressed on the process scheduling and monitoring pages.

You can use the Errors filter to quickly find results which need more attention. And you can use all the search and filter options to create saved searches so that you can tailor your review to your own business process.

Review Proposed Progressions and Salary Updates Page

When you drill down to the results of a single process, you can use Query By Example to quickly narrow down proposed progressions and salary updates for more focused review. The Query By Example option is available in both the Updates and Errors tab within the Results page.

Query by Example in Results Page

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Some features from prior releases are changed or deprecated because they are replaced with the enhanced search and filter options. You may notice these differences from prior releases:

• The default search was automatically executed when you entered the page. The search is no longer runs automatically, in order to improve performance and prevent page overflow. We initially populate the Submission Time search fields to span the previous 24 hours, since it's common to review results within a day of the process completing. If you want to look at a different time period, you simply need to change the criteria and click the Search button. And now you have even more flexibility to change the default behavior by creating your own saved search.
• There was a Sort By option on the Results page. The results could be sorted by Name, Status, Proposed Grade or Proposed Step. We removed this field because all of the columns are now sortable, making the Sort By option redundant.
• There was a search field which allowed you to search by Name. We removed this field because you can use Query By Example to filter on name.

Key Resources

For more information, see the following topics in Applications Help:

• Using Query By Example: Procedure
• Operators and Wildcards for Query By Example: Explained

Manage Progression Grade Ladder Usability Improvements

You can now open the progression grade ladder in view-only mode on the Manage Progression Grade Ladders search page. Click the hyperlinked name in the search results to open the grade ladder in view-only mode. Previously you had to use the Correct or Update actions to view the progression grade ladder.

Manage Progression Grade Ladders View Only

On the Grades and Steps tab, you can now filter the list of grades by grade name, grade code, or grade sequence. For example, you can narrow down the display to only show grades between sequence 151 and 153. This allows you to quickly jump to a subset of grades to review your rates.

Filter Grades by Sequence

You can also use the grade filters on the Progression Rules tab. For example, you might want to filter on grades with a particular grade code to review the progression rules assigned to that grade.

Filter Grades by Grade Code

When you view or edit a progression grade ladder, you can now see the effective start date associated with the rates and progression rules. On the Grades and Steps tab, the effective start date indicates the last time the particular rate was updated, which is useful for verification and troubleshooting.

Effective Start Date for Grade Step Rates

The effective start date is also displayed in the Progression Rules tab. You can see the effective start date for progression rules associated with the grade ladder on the Progression Rules page. You can drill down to the Grade Rules page to see effective start dates for progression rules associated with the grade and steps.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

• The new grade filters are only available in view-only mode.
• The seeded saved search is named All Grade Ladders. It no longer runs by default when you enter the page, improving performance.

Improved Export of Worksheet Information

We made it quicker to export data from the Full Export in View Administration Reports using ADFDi.  Previously, the export didn't use ADFDi. 

We have improved performance when you export worksheet information using the Worksheet Export.  Previously, you might have performance issues when you exported large amounts of data.

Steps to Enable

You must install the Desktop Integrator to use this feature.

Switch Between Worksheet Tasks

You'll find it quicker to switch between worksheet tasks. We added a task switcher to the right of the task name within the worksheet page. Previously, you had to navigate back to the landing page to access another task.

Task Switcher

Use the "Save and Close" button on the page to return to the landing page.

Steps to Enable

No steps are required to enable this feature.

Add Summary Columns to Individual Worker Display

You can now display summary information within Individual Worker display.  Previously, the you had to navigate back to the worksheet to see summary values. 

Individual Worker Display Showing Summary Information

Steps to Enable

The Compensation Administrator must:

• Configure a new section using the content type of Summary
• Choose the columns to be displayed

View Summary Information in the Downloaded Workbook

You can now view worksheet summary information in the downloaded workbooks. Previously, you had to upload the workbook information back into the system and save before viewing summary totals.

Downloaded Workbook Showing Summary Information

Steps to Enable

To view summary information in the downloaded workbook, you must enable the table summary view for the worksheet:

Enabled Table View in Plan Setup

Update Assignment Name During the Compensation Cycle

You can now update the assignment name as a part of the compensation cycle. Previously, you had to update this information outside of the compensation application.

We added two new columns: Current Assignment Name and Proposed Assignment Name.  If you enter a value into the Proposed Assignment Name column, the application updates the assignment name for the worker as a part of the transfer process.  You can also include Assignment Name changes in Promotion counts.

New Columns Showing Current and Proposed Assignment Name

Steps to Enable

To update the HR Data, you must set the "Post as HR Data" option to "Yes".  To include Proposed Assignment Name changes in promotion counts, you must select the "Include changes in promotion count" check box.

Configuration Options for Proposed Assignment Name

Promote Workers Using Job/Grade/Position Code

You can now choose the code associated with Job, Position or Grade.  For example, you might have different job codes with the same title. Managers can use the codes instead to the title.Previously, the code associated with the item would only display after you selected the name.

Job Code, Position Code, and Grade Code Are Now Selectable

Steps to Enable

No steps are required to enable this feature.

Reevaluate Managers with Limited Eligibility

We made it easier for you to reevaluate worksheet managers with an eligibility status of "Limited" using the Refresh Workforce Compensation Data process.  Previously, you had to reevaluate each manager individually through the Administer Workers task. Select the "Reevaluate limited eligibility" parameter when you submit the Refresh Workforce Compensation Data process.

Refresh Workforce Compensation Data Process Parameters

Steps to Enable

No steps are required to enable this feature.

Streamlined Model Usage for Large Populations

We streamlined the modeling flow when you create and apply models for large populations.

We added a new parameter to the Configure Model setup task in the Workforce Compensation plan setup. If your population size is larger than the limit, you're automatically taken through the new flow.

Apply Model Batch Limit Parameter

Here's the view of the flow if your population exceeds the batch limit:

Define Model

Enter Values

You only enter data in the Enter Values step. There's no summary or total.

Select Purpose

After you select the purpose you simply apply the values.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

• Best practice is to leave the Apply Model Batch Limit setting at the default value unless directed to change it by development.

Prevent Start/Refresh/Backout Processes from Running at the Same Time

We made it easier for you to avoid submitting multiple processes at the same time for the same plan and cycle, which can cause data corruption. You now receive a message informing you that a process is already running and to try to submit your process later.

Steps to Enable

No steps are required to enable this feature.

Total Compensation Statement Printable Statement Enhancements

We've enhanced the printable statement to include new detail sections when the online statement has drill downs. Previously, this was unavailable in the PDF. We've also added a way to include estimated values for stock in the printable statement by using a default stock price. Previously, estimated values for stock were only available interactively in the online statement. Create the default stock price in Configure Global Settings.

Steps to Enable

No steps are required to enable this feature.

View Number of Notes on Worksheet

You can now more easily view the number of notes created for a worker on the worksheet. When you create a note and save it, a new indicator shows the number of notes created. Previously, you had to click the notes icon to view the number.

Created Notes Indicator

Steps to Enable

No steps are required to enable this feature.

Person Spotlight - Compensation Details - Worker View

Workers can now see the Total Compensation Statement PDF and the Workforce Compensation Change Statement in Spotlight. Previously they could only see their current salary, salary history, and personal contributions.

Compensation Statements in Worker's Spotlight

Steps to Enable

Before you can enable the new Compensation Self-Service pages, you must first create and enable the HCM_RESPONSIVE_PAGES_ENABLED profile option. For more information about creating and enabling the HCM profile option, see the Redesigned Cloud User Experience introductory feature section for the Steps to Enable, Tips and Considerations, and Key Resources.

Then, create the compensation profile option as follows:

Field	Value
Profile Option Code	CMP_COMPENSATION_RESPONSIVE_ENABLED
Profile Display Name	Mobile Responsive Compensation Self Service Pages Enabled
Application	Global Human Resources
Module	Application Core
Description	Enable the mobile responsive compensation pages for workers and managers
Start Date	01/01/1950

In the Setup and Maintenance work area:

1. Search for and click the Manage Profile Options task.
2. Select New on the Manage Profile Options page, Actions menu.

On the Create Profile Option page:

1. Complete all required fields.
2. Click Save and Close.

On the Manage Profile Options page, in the Profile Option Levels section:

1. Select the check box levels to enable at the profile option at the Site level:

• Select the Enabled check box, to enable the feature.
• Select the Updateable check box, to allow users update privileges.

NOTE: The profile values appear in read-only mode if deselected.

2. Click Save and Close.

To enable the profile option just created, navigate to the Setup and Maintenance work area:

1. Search for and click the Manage Administrator Profile Values task.
2. Search for and select the newly created profile option.
3. Click to add a new Profile Value.
4. Select the Level as Site.
5. Enter a Y in the Profile Value field.
6. Click Save and Close.

After you enable the profile options, the self service action takes the user to the new self service flows and the old flows are no longer available.

Tips And Considerations

• These are new pages. If you want to keep any personalizations from the previous pages you must use Page Composer to make the personalizations on the new pages.
• Currently you can download the Total Compensation Statement as a PDF only in Person Spotlight. The online statement is not available here.
• Currently you can download the Change Statement only in the Workforce Compensation section of the Person Spotlight.

Key Resources

For more information on creating and enabling the profile options, refer to the following document on My Oracle Support:

• HCM Responsive User Experience Setup Information- Profile Options and Displayed Fields (Document 2399671.1)

For information about displayed and hidden fields, refer to the following document on My Oracle Support:

• HCM Responsive User Experience Setup Information- Profile Options and Displayed Fields (Document 2399671.1)

For more information on personalizing pages, refer to the following:

• Chapter 3, Page Customization in the Oracle Applications Cloud: Configuring and Extending Applications guide.
• The Developer Relations Page Composer Oracle YouTube channel.

Payroll

Global Payroll

Oracle Global Payroll is a high-performance, graphical, rules-based payroll management application. It’s designed to keep pace with the changing needs of your enterprise and workforce in order to reduce setup costs, administration, and processing time. It operates globally and consistently in every country supported by Oracle. It uses a highly scalable processing engine that takes advantage of the features of the Oracle database for parallel processing, resulting in optimal performance. In countries with payroll extensions delivered and supported by Oracle, the application delivers the calculations, tax reporting, and regulatory rules required to accurately process payroll and remain in compliance.

Enhanced Deduction Elements Processing

ENHANCED DEDUCTION ELEMENT PROCESSING

You can now specify if employer charges or employer taxes should be processed when an employee has no earnings. A new question has been added to the element template to support this feature.

The element will be processed based on the option selected as explained below:

• Process the element: Select this option if you want employer charges to be calculated when an employee has no earnings. For example, if the employer charge is a fixed amount such as $20 per payroll period, this value will be returned even if the employee has no earnings. It’s worth noting that if the employer charges element is based on a percentage calculation, the value returned will be zero.
• Process the element with zero amount: Select this option if you want the element to be processed and the employer charges to be calculated as zero. If the element is set to process once per period, this option will stop the element being processed again for the employee for the same payroll period.
• Do not process the element: Select this option if you do not want the element to be processed when an employee has zero earnings. With this option, the entry will be processed if additional payroll runs are processed the employee and the employee’s earnings are greater than zero.

For voluntary deductions elements, the processing has been changed to consider the Net Pay instead of Gross Earnings.

The processing of voluntary deductions such as gym membership payments has been changed to deduct the amount based on the employee’s net pay.  

For example, an employee does not receive any earnings because they are on unpaid leave, however, they do have a deduction refund of $100.  Prior to this change, the voluntary deductions processing would have checked the employee’s gross earnings and because it would be zero the deduction would not be processed. Now, the voluntary deductions processing checks the employee’s net pay and due to the $100 refund it will take the voluntary deduction or will take it up to a zero net pay.

Steps to Enable

No steps are required to enable this feature.

Rollback Error Employees and Automatically Create a Payroll Relationship Group

You can now use the Rollback Errors option from the Actions menu within the checklist to roll back a process that is in error so that it proceeds to completion. The application automatically creates a payroll relationship group for the employees who have errors and takes them out of the process, so that the process proceeds to completion.

After reviewing and correcting the errors, you can use cross-flow interactions to bring back the employees into the parent flow or process them separately in a subsequent process. Monitor the status of tasks within a flow from the checklist generated when you submit the flow.

You can perform the Rollback Action any number of times and for each rollback action, the application creates a new payroll relationship group. You cannot use the Rollback Errors option for a completed task.

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information on this feature, go to Applications Help for the following topic:

• Rollback Errors Rule for Payroll Flows: Procedure

Retrospective Processing of Costing Setup Changes

You can now make retrospective changes to costing definitions using a different date from the original costed results. Previously, it was possible to update the costing records such as change the cost code, however, until now, the costing process did not support retroactive changes if the start and end dates were changed and ultimately impacted the costed results.

For example, the following scenario, where costed information with retrospective changes to an employee's assignment is impacted and requires costing to be reprocessed with the latest information:

On January 2nd, the payroll department was informed the employee's assignment and costing information for the month of January is as follows:

• 01-Jan-2018 to 31-Jan-2018 – Project A

Payroll and costing was processed on February 1st.

On February 2nd, the payroll department was informed the employee had moved projects in the middle of January and the employee’s costing information is updated retrospectively as follows:

• 01-Jan-2018 to 10-Jan-2018 – Project A
• 11-Jan-2018 to 31-Jan-2018 – Project B

The Recalculate Payroll for Retroactive Changes process is run to correct the costing information based on the new record effective dates.

In the example above, this process is run for the January 2018 period to create retroactive costing entries in the February 2018 period.

This feature is supported for retroactive costing changes at payroll relationship, payroll assignment, payroll relationship element, payroll assignment element and element entry level.

You should use the existing Retroactive Costing process when there are no changes in the costing definition dates from the original costed results, such as Correcting the costing setup information or Deleting the costing setup record completely.

Steps to Enable

1. Edit existing retroactive event group or,  if none exists, create a new event group, with the following required details:

   Entity	Update Type	Attribute
   CostAllocationDEO	Insert	N/A
   CostAllocationDEO	Update	HISTORY_COMMENTS
   CostAllocationDEO	End Date	N/A
   CostAllocationDEO	Delete Record	N/A

2. Add the retroactive event group to the respective element.

Key Resources

For more information on Third-Parties, go to Applications Help for the following topics:

• Retroactive Costing: Explained
• Payroll Setup Tasks for Costing Accounts: Critical Choices
• Distributed Costing: How It's Calculated
• Setting Up Distributed Costing: Procedure
• Payroll Costing Components: How They Work Together
• Calculating Distributed Costing: Example
• Viewing Payroll Costing Results: Points to Consider

Ability to Update Specific Fields in Seeded Flow Patterns

You can directly edit payroll flows that are predefined by Oracle to incorporate changes to certain components of the flow in the context of a specific legislative data group (LDG).

Use the Manage Payroll Flow Patterns task from the Payroll Calculation work area and select an LDG and search for a flow and make the requisite changes to the flow. Using this feature, you can only edit seeded flows. Not all fields are editable, there are restrictions on the fields that you can edit. You can only edit a parameter and not add a parameter.

The changes you make are not overridden when Oracle delivers a new version of the flow. You must reapply the changes to the new version of the flow.

When you delete a revision at the record level, a message is displayed to indicate that the changes to the record is marked for deletion. The revisions are deleted when you save the flow.

At the flow level, you can use the Remove All Updates button to undo all the changes you have made to the flow.

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information go to Applications Help for the following feature:

• Updating Delivered Flow Patterns: Explained

Element Creation Through Scheduled Processes

The element creation process is streamlined by submitting a scheduled process that creates an element and its components, such as input values, fast formulas, and formula results. This will eliminate the page display errors when the element has many child components in some scenarios, such as absence and time and labor elements. When you enter the details and submit the details for element creation, you can choose to wait for the element creation gets completed which will navigate to element definition details screen as it exists today or you can click on “OK” and view the status of the element creation in the element search results screen. Once the scheduled process completes, the status shows whether the element created successfully or not. If it is created successfully, it shows a green tick mark. If it is failed, it shows a red cross mark and you can view the log from Actions link. If the element created successfully, you can click on the element name to view the details. You can perform additional actions, such as Edit or Delete using Actions link.

Create Element Review

In the element search results, you can view the status and additional action links for each element.

Manage Element

Once the element is created successfully, it shows the green tick mark for the status.

Status Tick Mark

You can perform actions, such as Edit and Delete, from the Actions link.

 

Actions Link

Steps to Enable

No steps are required to enable this feature.

Expedited Payroll Processing for Absences

Use the Expedited Payroll Processing feature to make immediate payments for absences that are submitted late on a time card. This feature is only available for absence and time entries that are retroactively modified on a time card and marked for expedited processing. There are three new fields on previously processed timecards. These fields will also appear as input values on your retroactive element entries.

In the Details section of the time card, you will see the following fields:

Expedited Payment Attributes

Field	Description
Expedite Payroll	Select Yes to include absence changes in the expedited payroll processing.
Override Payment Method	Select a payment method to override the default payment method only for this time card. Only payment methods of type Check are allowed. Note: This field will display only if the Expedite Payroll option is set to Yes.
Override Check Printer	Use this attribute to determine if the check for this time card must be printed at a different location. You must configure your check printing process to use this override. For example, if you need to make a payment to the employee today, and the employee happens to be working in a different location, you can direct the check print to that alternate work location.  You must configure the list of printers within the HCM Common Lookup ORA_EXPEDITE_CHECK_PRINTER. Note: This field will display only if the Expedite Payroll option is set to Yes.

Expedited Payroll Flow

Run the Expedited Payroll Flow to process only those employees that have previously adjusted absence and time entries. Upon completion of the Load Timecard Batches process, the application transfers the expedited components into the time and absence calculation cards.

The new flow will fast-track the payroll process for immediate payment to the employee.

Expedited Payroll Flow

The flow consists of the following tasks that will complete the expedited pay run:

1. Recalculate Payroll for Retroactive Changes. This task generates retroactive element entries for the prior pay period adjustments pertaining to time cards marked for expedited processing. The retroactive element entries retain the expedited payroll attributes from the time and absence calculation cards.
2. Calculate Payroll. Only includes employees with at least one expedited retro entry. Note:  The application skips the entries for elements with a Do not include in expedited payroll runs rule.
3. Calculate Prepayments. The application automatically uses the Override Payment Method calculation result from the expedited pay run.
4. Archive Periodic Payroll Results. This task archives the expedited payroll results for further processing.
5. Generate Check Payments. This task picks up all the prepayments marked for Checks. Configure the Payments XML to include the override check printer. 
6. Make EFT payments.
7. Generate payslips. This task overrides the payslip availability date (if provided) to a different date than what is on the payroll calendar.

Steps to Enable

This feature is automatically enabled for all newly created absence elements.

Tips And Considerations

Prior period adjustments to time cards that result in a recovery of overpayments must not be marked for expedited processing. This is because such adjustments result in a payroll calculation with a negative net pay. 

Key Resources

For more information about payroll flows, go to Applications Help for the following topics:

• Expedited Processing: How It Works
• Expedited Processing Rules: Explained
• Expedited Payroll Flow: Explained

Control Payroll Relationship Entries Using Element Duration Dates

The element duration dates are now populated at payroll relationship level enabling you to automate the end of deductions at this level.

For example, your company provides an occupational pension scheme and, the employees who opt into this scheme, make a 5% pension contribution to each payroll period. When an employee leaves the company, their pension deductions should end on their termination date.

You can now meet this requirement by creating a pension element at payroll relationship level and setting the latest entry date to last standard processing date. When an employee is terminated, the element duration date such as last standard processing date will be populated at payroll relationship level and this will trigger the end-dating of payroll relationship level deductions such as pension contributions.

Steps to Enable

No steps are required to enable this feature.

Process Date Parameter Being Added to View Payroll Process Results Filter

You can now use the Process Date field within the View Payroll Process Results UI to view the details of Quickpays, Payroll Calculations, and so on, that are processed with a particular process date.

For example, you can use this date to filter and view all those who were processed in a payroll run on a particular process date, or view details of the Quickpays processed on a particular process date.

Steps to Enable

No steps are required to enable this feature.

Third-Party Payment Enhancements

You can now use the new 'Separate worker payments by reference' check box on the Manage Third-Party Organization Payment Methods page to indicate separate payments are to be generated for employee payments to a given third party, based on reference.

Steps to Enable

If 'Separate worker payments by reference' check box does not appear on the UI, additional steps may be required for your localization.

Tips And Considerations

'Separate worker payments by reference' check box will be available and not selected, by default.

If Third Party Payment Methods exist, you can now navigate to the Manage Third Party Organization Payment Methods page and enable the 'Separate worker payments by reference' feature for it to apply to your payments.

Key Resources

For more information on Third-Parties, go to Applications Help for the following topics:

• Creating Third-Party Payment Methods: Procedure
• Creating Third Parties: Points to Consider
• How do I generate payments to third-party payees
• Third-Party Payments: Examples

Removal of Unprocessed Payroll Element Batches Will Remove Associated Notifications

When an element entry is rolled back, it also rolls back events and notifications that are not consumed or processed, based on the following:

• If the event has an unprocessed status the event is removed. If the event has been processed, such as by retroactive pay, it does not get removed.
• If the batch action created an element entry the event is removed. Other type of element entry events, such as an update element entry event, is not supported.
• If the element entry has not been updated the event is removed. If the element entry has been updated, such as an input value changed, the batch event is not deleted.
• If the element entry is created by a Payroll Batch Loader.

Steps to Enable

No steps are required to enable this feature.

Payslip Reprinting Report

You can now use the Payslip Reprinting Report to produce a report of payslips that have been generated earlier.

For example, you may need to print the payslips for:

• Employees who are on long-term leave of absence, like maternity leave, and hence cannot view their payslips online.
• Employees who are terminated and cannot view the online payslips for the severance payments made after they have left the organization.
• Your legal department, who has requested for an employee’s payslips for a specific financial year.

The report only retrieves the payslips that are already generated by the Generate Payslips task. So you must ensure that the payslips have already been generated for the pay periods and employees for which you want to run this report.

Unlike the Generate Payslips task, all payslips are included in a single output file. You can also include employees who have not opted for a paper payslip using the Delivery Preference parameter.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Run this report after successful completion of the Generate Payslips process.

Key Resources

For more information go to Applications Help, and refer to the following topic:

• Payslip Reprinting Report

Payslip Rate Enhancements

Use the Payslip Rate Precision process configuration parameter to set the number of decimal points, known as precision value, for rates displayed on the payslip. The default value is two decimal places. Setting the rate precision value does not impact the calculation of payroll or the accuracy of the payments.

Any precision value you set on the report template overrides the value you set on the Archive process. You may set a lower rate precision conditionally in the report template.

For example, suppose you want your hourly employees to see four decimal places for rates and the salaried employees to see only two decimal places on their payslips. Set the Payslip Rate Precision process configuration parameter to four decimal places. Then, modify the report template to display the rates with two decimal places only for salaried employees.

The Rate section of the payslip displays rates based on days or units other than time, in addition to rates based on hours. The payslip displays Days X Rate and Units X Rate elements for all rate based elements. The Quantity column displays the number of units and the Type column displays the unit of measurement for the quantity. The unit of measurement can be hours, days, or number of units.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Set the Payslip Rate Precision configuration parameter before you run the Periodic Payroll Archive process.

Key Resources

For more information go to Applications Help, and refer to the following topics:

• Rate Precision in Payslips: Explained
• Reporting Days X Rate and Other Units Elements in Payroll Reports: Explained

Retroactive Notification Report

Run the Retroactive Notification Report to view retroactive notifications for events that are awaiting processing, deferred, or both. The report lists retroactive events for each payroll relationship and helps identify who will be included in the Recalculate Payroll for Retroactive Changes process. It also displays the event dates that can be used to identify which payroll periods will be recalculated by the retroactive process for each employee.

For example, if a monthly paid employee has unprocessed retroactive events for 15, June and 20, August, this indicates the retroactive process will recalculate their payroll results for the June, July and August payroll periods. You could also use the report to detect payroll relationships that have been previously deferred so that you can choose to make some or all of them available for the next retroactive payroll process.

Run this report before you submit the Recalculate Payroll for Retroactive Changes process.

The earliest date across all notifications for a payroll relationship determines the reprocess date. Reprocessing is done across all runs starting from the reprocess date, as payroll calculations are cumulative.

The PDF output of the report has the following sections:

• Parameters Section - Displays report parameters and the sort criteria.
• Notification Status Summary - Displays the total payroll relationships and total events by each type of retroactive notification status.
• Retroactive Process Date Summary - Displays the reprocessing dates applicable to the different employees and payroll relationships, and the total count of workers and events for each of the reprocess date.
• Event Type Summary – Displays the details of the type and number of events that are causing payroll to be recalculated for a particular reprocess date.
• Event Details by Retroactive Process Date - Displays the different workers and their event details for the same type of event, reprocess date and notification status.
• Event Details for a Person - Lists all the events under each worker and its process date.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

You must run this report before you submit the Recalculate Payroll for Retroactive Changes process.

Key Resources

For more information go to Applications Help, and refer to the following topic:

• Retroactive Notification Report

Choose Output Format During Payroll Report Submission

Use the Report Category field to define multiple delivery options for a single submission of the following extract-based payroll reports:

• Payroll Activity Report
• Gross-to-Net Report
• Statutory Deduction Report
• Deduction Report
• Payroll Balance Report
• Payment Register
• Third-Party Payment Register
• Payroll Register

A report category is a set of multiple delivery options grouped together.  The predefined delivery options you can use as part of the extract definition, include the PDF and Excel outputs. The application has predefined templates for both of these delivery options.

You can also define your own delivery option and include it in the report category. For example, you can define a delivery option to use a combination of both PDF and Excel outputs for a single submission of the report.

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information go to Applications Help, and refer to the following topic:

• Delivery Options for Extract-Based Payroll Reports: Explained

Account Number Masking in Payroll Reports

You can mask bank account information to prevent display of sensitive information on the following payroll reports:

• Payslip
• Payment Register
• Third Party Payment Register

Masking allows display of only a few specific characters of the account number or IBAN number, usually characters at the start or end of the number. The remaining characters are obfuscated and you cannot see them on the reports.

Use the new “Extract Unmasked Bank Information” process configuration parameter to display either the masked or full bank account numbers in the reports. By default or when set to No, the bank account information on the reports will be masked. Set it to Yes to see the unmasked bank account information. For example, if you mail a copy of the Third-Party Payment Register to the payee, you may want to mask the sensitive bank account information. On the other hand, if the same report is shared securely within the Payroll Department to verify the bank account details, you may run the report with the process configuration parameter set to Yes.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

If you currently use your own copy of the delivered report templates, you must use the latest delivered report template for this feature to work.

Key Resources

For more information go to Applications Help, and refer to the following topic:

• Account Number Masking in Payroll Reports: How it Works

Generate HCM Rates Support for Payroll Customers

The original scope of the generate HCM rates process was limited to the calculation of salary rates. The process has now been extended to support the calculation and reporting of the rates for all the customers using the rates feature for payroll.

The generate HCM rates process supports the following types of rates definition:

• Element Rates:  The element based on rates is calculated in the generate HCM rates process. These element rates have a direct association with the payout element.

For example, a car allowance rate is associated with a car allowance element. The generate rates process calculates a car allowance rate value for all workers with a car allowance element entry.

• Rate Based Value Definitions: The rates associated with a value definition will be calculated in the generate HCM rates process. For certain types of elements, such as time elements, the payroll calculation information rules and definitions are used. The calculation value definitions with a calculation type of rate definition will be included in the rates process.

For example, a value definition is generated for an overtime element and this is associated with an overtime rate definition. The generate rates process will calculate an overtime rate value for all workers with an overtime element entry. The rates will also be calculated for indirect elements that meet the criteria that are associated with a value definition with a calculation type of rate definition.

All types of rate definition are supported:

• Element Rates:  If customers have a requirement to include non-recurring elements, such as time, the rates calculated by the process should be run in a full mode so rates are recalculated on a daily basis. This allows all element based rates to be calculated.
• Formula Rates:  The rates that include complex payroll formula contexts may need to be calculated in a payroll run. This allows most formula-based rates to be calculated.
• VbyC Rates:  The rates based on a VbyC defined on an assignment level criteria such as a worker’s grade or location can be calculated.
• Derived Rates:  The generate rate process calculates the derived rates as well. For example, a customer defines car allowance and housing allowance element rates. They also define a total allowance derived rate that sums the car allowance and housing allowance values. The generate rates process calculates all three rates for any worker with car allowance and housing allowance element entries.

Steps to Enable

No steps are required to enable this feature.

Tax Reporting Unit Support For Global Transfers

The global transfer flow is used to transfer an employee to a new legal employer. In the event of a legal transfer, customers need the option to automate the transfer of employee information from the employment record of the existing legal employer to the employment record of the new legal employer. This requirement includes information held on the assignment record such as job, grade, location, salary, and compensation.

If a worker transfers to a different LDG, the customer can capture information relating to the new LDG as part of the global transfer flow.

For example, the name of a payroll definition which should be assigned to all employees transferring to the new legal employer /LDG.

You can now capture the tax reporting unit (TRU) for the transferring employee. This enables tax cards to be automatically created on the new employment record and these are associated with the selected TRU.

TRU does not span legal employers therefore if a TRU is not selected on the global transfer the TRU details can enter manually on the new employment record after the global transfer is complete.

The payroll definition support for mass global transfer flow entails;

• Selecting workers to be Included in the mass global transfer

• Optionally entering a payroll in transfer flow

• Submitting global transfer

•  Verifying the global transfer created payroll relationship by navigating to Manage Payroll Relationship Page, a new record will be visible. The relationship number will have a suffix of -1 (or -2 etc). Verify the transfer has copied payroll details from the original payroll relationship record or the payroll entered on the global transfer flow has been applied.

Steps to Enable

No steps are required to enable this feature.

Derive Bank Account Number from IBAN

When you create an external bank account, you must provide a bank account number. The IBAN (International Bank Account Number) has replaced the bank account number as the identifier of a bank account in the majority of the European, Middle Eastern, and Caribbean countries. The IBAN structure and length varies from country to country.

For countries where the IBAN is used according to SWIFT (Society for Worldwide Interbank Financial Telecommunication) guidelines, you can now create an external bank account by entering only the IBAN instead of both the bank account number and the IBAN. When you save the external bank account, the bank account number will automatically be derived from the IBAN according to the structure prescribed by SWIFT and populates the Account Number field.

Steps to Enable

To enable the feature from the Functional Setup Manager Opt In page, follow these steps:

1. Navigate to the Setup and Maintenance work area.
2. Select Financials from the choice list at the top of the page.
3. Click the Change Feature Opt In link.
4. On the Opt In: Financials page, click the Features icon for Payments.
5. On the Edit Features: Payments page, select the Enable check box for the feature named Derive bank account number from IBAN.
6. Click Done to return to the Opt In: Financials page.

HCM Data Loader Enhancements for Payroll Information

Use HCM Data Loader to load the following payroll features:

• Payroll Balance Definition
• Payroll Definition and Time Periods
• Payroll Element Definition
• Organization Payment Method
• Payroll Element Run Type Usage

Payroll Balance Definition

A balance definition includes a combination of user-defined naming criteria, one or more balance dimensions, and balance feeds. Most of the balances you require are predefined. Depending on your country extension, using HCM Data Loader, you can define additional balances for calculations or reporting.

Payroll Definition and Time Periods

Payroll definitions contain calendar and offset information that determine when to calculate and cost payments. It includes definition of payment frequency, processing schedule, and other parameters for a particular payroll.

You can't change either the first effective start date or last effective end date for an existing payroll definition. Create payroll definition objects with effective start dates on or before the start dates of other objects that refer to your definitions.

Payroll Element Definition

Element definitions include definitions for payroll, human resources, and benefits elements, such as earnings, deductions, and taxation. You cannot create element definition objects using HCM Data Loader. You can only update or delete existing element definitions.

Organization Payment Method

An organization payment method defines the payment methods for a legislative data group. Load at least one OPM for each combination of legislative data group, payment type, and currency. You can also create rules for validating or processing the distribution of payments.

Payroll Element Run Type Usage

The payroll element run usage object identifies how an element is used with the run type. Run types control the elements and payment types to process in a payroll run.

You can't change either the first effective start date or last effective end date for an existing payroll element run usage object. Create payroll element run usage objects with effective start dates on or before the start dates of other objects that refer to your payroll element run usage.

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information, go to the Applications Help for the following topics:

• Loading Payroll Balance Definitions: Explained
• Loading Payroll Definitions and Time Periods: Explained
• Loading Payroll Element Definitions: Explained
• Loading Organization Payment Methods: Explained
• Loading Payroll Element Run Usage: Explained

Payroll for Canada

Payroll for Oracle Human Capital Management for Canada supports country specific features and functions for Canada. It enables users to follow Canada's business practices and comply with its statutory requirements.

Time Card Elements

You can create an element with a new category of “Time Card” for use in the Time and Labor application. This enables the element for use in time entry (Manage Time Cards).

The time card category is available for the primary classifications of standard and supplemental earnings, taxable benefits, and nonpayroll payments.

During creation of a time card element, you can select either Hours or Other Units.  You may also define and assign a default rate definition for the element, if required.

Time card elements are created at the assignment level, are non-recurring, allows for multiple entries in the same period, and supports proration and retroactive payments.

Once the Time Card element is created in payroll, it is available for you to select for entry when creating a time card. When the time cards are approved, you must run the “Load Time Card Batches” process to transfer time cards to payroll. After they are transferred to payroll, the time card entries appear as “Time Cards” calculation components in the Manage Calculation Cards UI. Element entries are created for each time entry. Once the payroll is processed, the time card earnings are displayed on the SOE and payslip.

The images shown below show the “Time Cards” calculation card for one day’s time entry of 8 hours for an employee.

NOTE: You may add additional calculation components to override default element values by using Create in the Enterable Calculation Values on Calculation Cards tab.

In summary, below are the high-level steps for the integration between the time and labor and payroll applications.

1. Create rate definitions (if applicable)
2. Create time card elements, and eligibility
3. Record time entry
4. Approve time entry
5. Run the “Load Time Card Batches” process to transfer time cards to payroll
   • Time Card calculation cards are created
   • Element entries are created
6. Process payroll
7. View time card balances in the SOE
8. Process payslip and other reports

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

You no longer have to run the Create Time Card Calculation Components manual process to create the time card components to transfer the employee’s time card entries (hours) from Oracle Cloud Time and Labor to Oracle Cloud Payroll.

Key Resources

Refer to the documents below on the Canada Information Center for additional information.

Canada Information Center

Welcome tab > Product Documentation > White Papers > Implementation and Use

Hot Topics Email (To Receive Critical Statutory Legislative Product News)

To receive important Fusion Canada Legislative Product News, you must subscribe to the Hot Topics Email feature available in My Oracle Support.

See My Oracle Support Document ID 2102586.2 (Information Center: Fusion Human Capital Management - Canada) for further details, and access the content at the location below.

CA – Welcome tab > Other Documents > How To Use My Oracle Support Hot Topics Email Subscription Feature

Vacation Liability

Provincial employment standards legislate the minimum amount of vacation pay that an employee receives in a given year. This minimum is calculated as a percentage of vacationable earnings. The payroll process can now calculate vacation pay as a percentage of vacationable earnings for employees and pay the employee the accrued amount.

Steps to Enable

Vacation liability requires configuration at the company and employee levels. See each related section below for details.

Company Setup

Company setup involves the following tasks:

• Create a vacation absence plan in the Oracle Cloud Absences application. When creating the Absence Type for the Vacation Plan, select "Canada Vacation" in the Legislative Data Grouping Code field.
• Ensure wage basis rules are set up for ‘Vacation’ for all applicable secondary classifications. The rules for seeded secondary classifications are delivered.
• Set up a supplemental earning to pay out the vacation liability to the employee. Specify whether the element is used to pay out and reduce the vacation liability balance using a new question on the supplemental earning template under the Additional Details section.  The “Amount” input value of this element may be used to make a partial payment of the Vacation Liability. The Vacation Accrual Reduction Date input value determines the vacation term balance that is reduced

.

• Configure the vacation liability percentage rates using the new Manage Vacation Liability Rate Definitions UI, located in the Payroll Calculation work area. In this UI, you can define:
  • Percentage rates by length of service for each province (if applicable) within a vacation absence plan
  • Default rates for the vacation plan or the province.

The hierarchy for the configuration of the rates is:

• Vacation plan
• Province
• Length of service

The image shown below displays the new Manage Vacation Liability Rate Definitions used to capture the percentage rates.

Employee Setup

Employee setup involves the following tasks:

• Add the vacation plan to the employee’s calculation card. If there is no vacation liability plan on the employee’s calculation card, the liability is not calculated for the employee.
• The employee’s hire date determines how the length of service of the employee is calculated. If the employee’s hire or rehire date is not the date to use to calculate the length of service for vacation pay purposes, use the Vacation Service Date on the employee’s calculation card to specify a different date. The Vacation Service Date serves as an override of the hire or rehire date.

The image shown below displays the employee’s calculation card where the Vacation Liability Plan and Vacation Service Date is captured.

• When entering a vacation absence for an employee, you may enter the Vacation Accrual Reduction Date, which specifies the vacation period (or term) to reduce the accrued vacation liability balance.  The following rules apply for the Vacation Accrual Reduction Date:
  • If the date is blank, or is for the current period, the current vacation period’s accrued vacation liability amount is reduced by the paid absence.
  • If the date is for a previous vacation period, the previous vacation period’s accrued vacation liability is reduced by the paid absence.
  • If the date is prior to the employee’s enrollment date to the vacation plan, the current vacation period’s accrued vacation liability is reduced by the paid absence.

The image shown below displays an employee’s absence entry, which includes an entry of the Vacation Accrual Reduction Date.

Earnings and Absences Vacation Liability Processing

The relevant balances generated in the payroll run for vacation liability are:

• Vacationable Earnings: Earnings that are subject to the vacation liability calculations. Vacationable earnings are determined by the wage basis rules and for regular and  absence elements.
• Vacation Liability: Calculated by applying the rate to the vacationable earnings (Vacation Liability = Vacationable Earnings * Percentage).
• Unprocessed Vacationable Earnings: Total earnings subject to the vacation liability calculation according to the wage basis rules but are not included in the calculation. This can occur when there is no active vacation plan on the employee’s tax card.
• Vacation Payout: Earnings amount paid to the employee due to the accrued vacation liability.  The values paid in the payout element reduce the liability balance. Tax processing is set up in the same manner as other earnings element.

The following occurs during vacation liability processing:

• The rates defined on the Manage Vacation Liability Rate Definitions UI are retrieved to calculate the vacation liability.
• The liability is calculated by applying the rate to the vacationable earnings in the payroll run.
• Vacation absence earnings (secondary classification is vacation) and the vacation payout elements reduce the vacation liability.

Key Resources

Refer to the Canada Information Center at the link below for additional information.

Canada Information Center

Welcome tab > Product Documentation > White Papers > Implementation and Use

CA – Absence tab > White Papers > Configuring Oracle Fusion Absence Management for Canada (Rel 12 & later)

Hot Topics Email (To Receive Critical Statutory Legislative Product News)

To receive important Fusion Canada Legislative Product News, you must subscribe to the Hot Topics Email feature available in My Oracle Support.

See My Oracle Support Document ID 2102586.2 (Information Center: Fusion Human Capital Management - Canada) for further details, and access the content at the location below.

CA – Welcome tab > Other Documents > How To Use My Oracle Support Hot Topics Email Subscription Feature

Tax Overrides Report

The Tax Overrides Report provides the ability to either report, or report and remove, federal and provincial tax overrides for employees. This ability is especially useful for employers who, as part of their year-end and year-begin activities, wish to reset the Total Claim Amount to the Basic Amount, and report, or report and remove other overrides for employees.

The federal and provincial overrides to report are:

• Total claim amount (federal and provincial)
• Annual deduction (federal and Quebec)
• Other tax credits (federal and provincial)
• Additional tax (federal and Quebec)
• Commission remuneration (federal and Quebec)
• Commission expenses (federal and Quebec)
• Labour fund contributions (federal and provincial)
• Tax rate (federal and Quebec)
• Tax amount (federal and Quebec)
• Prescribed zone deduction (federal and Quebec)

When processing the Tax Overrides Report, the following two tasks are executed sequentially:

• Report Tax Overrides
• Remove Tax Overrides

The Report Tax Overrides task simply reports the overrides for the selected employees. The output produced is in Excel format.

The Remove Tax Overrides task actually removes the override values, for the selected data type, if overrides exist.

The process summary of the Report Overrides Report is shown below.

The overrides reported, or reported and removed, is based on the Data Type parameter that is selected. The Data Type parameter contains the following list of values:

• Total claim amount
• Annual deduction
• Other tax credits
• All

The Mode parameter contains the following list of values:

• Report Overrides
• Report and Remove Overrides

The Data Type and Mode parameter work together.Outlined below is the relationship for each parameter selection and the override that is reported or reported and removed.

NOTE: It is important to note not all overrides are removed when the value of All for the Data Type parameter is selected.

The Effective Date parameter is required for processing. The records reported or removed are as of the effective date entered in the parameter. Also, if future-dated records exist, the overrides will not be removed.

Run the report from the Regulatory and Tax Reporting work area.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Some important items to note are:

• Rollback is not supported for this feature.
• Both tasks (Report Tax Overrides and Remove Tax Overrides) always show in the Task Details of the process flow, regardless of the parameter selected.
• If All is selected for the Data Type parameter, all value definitions are displayed regardless of the data (no province filtering).
• The data is not sorted in the output file, but you may do so easily in the spreadsheet according to your needs.

Key Resources

Refer to the Canada Information Center at the link below for additional information.

Canada Information Center

Welcome tab > Product Documentation > White Papers > Implementation and Use

CA – Payroll tab > End-of-Year Processing > End-of-Year Processing Guide

Hot Topics Email (To Receive Critical Statutory Legislative Product News)

To receive important Fusion Canada Legislative Product News, you must subscribe to the Hot Topics Email feature available in My Oracle Support.

See My Oracle Support Document ID 2102586.2 (Information Center: Fusion Human Capital Management - Canada) for further details, and access the content at the location below.

CA – Welcome tab > Other Documents > How To Use My Oracle Support Hot Topics Email Subscription Feature

US and ZZ Province Reporting

Process employees that require a province of employment in the US or in another country, designated as ZZ. Data capture, tax processing and year-end reporting is now supported for these employees.

The province of employment on the employee’s calculation card captures the province used for payroll and tax processing and is reported at year-end. The values added to the province list of values in the calculation card to support the feature are:

• US: United States
• ZZ: Other

These new province of employment codes use the taxation formula ‘Outside Canada and in Canada beyond the limits of any province or territory’.

If an employee has a US or ZZ province code and their earnings should be included in Workers’ Compensation, Provincial Medical, or Vacation Liability calculations, you can override the province using the Manage Payroll Relationship UI.

The image below shows the various province overrides.

The new codes (US and ZZ) are now reported to the Canada Revenue Agency in Box 10 of the T4 (Statement of Pension, Retirement, Annuity, and Other Income).

Additionally, you can use the new province codes in the Province parameter in the Run End-of-Year Reports task to isolate them when running year-end processes.

Steps to Enable

You must run the Load Geographies for Canada process to enable this feature.

Key Resources

Refer to the documents below on the Canada Information Center for additional information.

Canada Information Center

Welcome tab > Product Documentation > White Papers > Implementation and Use

CA – Payroll tab > End-of-Year Processing > End-of-Year Processing Guide

Hot Topics Email (To Receive Critical Statutory Legislative Product News)

To receive important Fusion Canada Legislative Product News, you must subscribe to the Hot Topics Email feature available in My Oracle Support.

See My Oracle Support Document ID 2102586.2 (Information Center: Fusion Human Capital Management - Canada) for further details, and access the content at the location below.

CA – Welcome tab > Other Documents > How To Use My Oracle Support Hot Topics Email Subscription Feature

Payroll for China

Payroll for Oracle Human Capital Management for China supports country specific features and functions for China. It enables users to follow China's business practices and comply with its statutory requirements.

Gross-to-Net Report

Submit the Gross-to-Net report for China either from the Payroll Checklist or Payroll Calculation work area to view the summary of total results calculated in  payroll runs. After the payroll run processes complete, run this report to validate and verify the payroll run results.

Control which results to view by specifying a date range that includes the process dates of the payroll calculations. The results of the report depend on the number of payroll calculations completed for the payroll within the date range.

Gross-to-Net Report

The report consists of the following four parts:

• Balance Categories Summary
• Balance Summary
• Balances by PSU and TRU Summary
• Balances by PSU, TRU, and payroll

Balance Categories Summary

Balance Summary

Balances by PSU and TRU Summary

Summary

Steps to Enable

For the earnings elements that have already been created, before submitting the report, verify if the Group Tax Unit, Payroll Dynamic Period balance dimension is added to the primary balances. Also, verify if the primary balances are present in the GTN Earnings Balance Group. Alternatively, you may run the report and check if there are any earning items missing.

If there are any earning items missing, then do the following: 

1. In the Payroll Calculation work area, in the tasks pane, select the Manage Balance Definitions task. 
2. Search for the primary balance of the earning element.
3. Select Balance Dimension.
4. In the Balance Dimension section, add Group Tax Unit, Payroll Dynamic Period.
5. In the Payroll Calculation work area, in the tasks pane, select the Manage Balance Groups task.
6. Search for the GTN Earnings Balance Group by specifying your legislative data group.
7. Select Balance Definitions.
8. Verify if the primary balances are present.
9. Roll back the payroll calculation.
10. Rerun the payroll process and the report.

Set Up Detail

Payroll Activity Report

Run the Payroll Activity Report for China either from the Payroll Calculation or Checklist work area to view payroll balances. You may run this report anytime to validate and verify the payroll run results. This report provides a high-level summary of all relationship-level balances across various balance categories, payroll statutory units (PSUs), and tax reporting units (TRUs).

Payroll Activity Report

Report Results

You control the results of the report by specifying the scope of the report as given below:

Payroll Report Results

Scope Value	Report Results
Summary	Provides a summary of payroll relationship level balances across all workers by balance category, balance type, TRU, and payroll activity.
Detail	In addition to the summary information, provides the detail of each payroll relationship level balance for every worker in every payroll activity.

Summary Report

The Summary Report has the following sections:

• Summary for Balance Categories
• Summary for Balances
• Summary for Balances by PSU and TRU
• Balances by Payroll and Process Type Summary

Balance Categories Summary

Balances Summary

Balances by PSU and TRU Summary

Balances by Payroll and Process Type Summary

Detail Report

The Detail Report has the following sections:

• Summary for Balance Categories
• Summary for Balances
• Summary for Balances by PSU and TRU
• Balance Details for a Person

Balance Details for a Person

Steps to Enable

No steps are required to enable this feature.

Role Information

Payroll Manager and Payroll Administrator

Payroll for Kuwait

Payroll for Oracle Human Capital Management for Kuwait supports country specific features and functions for Kuwait. It enables users to follow Kuwait's business practices and comply with its statutory requirements.

Employee Gratuity Calculation Card Behavior Update

The Employee Gratuity Calculation Card now has a single calculation card approach, which means error messages will no longer be generated, and there is no requirement to delete the calculation card.

The calculation card will be created on first termination, as it is currently. If the termination is reversed, the calculation card will remain, as of the effective date it was originally created. If the termination date is corrected to a future date, there will be no change to the effective date of the calculation card. However, if the termination date is corrected to an earlier date, then the effective date of the calculation card will be updated to the new date. If an employee is rehired and is subsequently terminated again, the same calculation card will be reused.

The following new segment has been added to the gratuity details calculation component details to update the latest gratuity payment date, as required:

Latest Gratuity Payment Date Added

Steps to Enable

No steps are required to enable this feature.

Gratuity Calculation Legislative Update

The gratuity calculation is now based on five working days per week and the calculation for the first five years of service is based on 15 days per year. There is no longer the option to reduce a gratuity payment based on social insurance contributions.

End of service compensation payment and reimbursement components have been added.

End of Service Compensation Payment and Reimbursement

If an employee is on a fixed term contract and the contract ends before the contract end date, end of service compensation needs to be agreed upon. You need to enter the agreed amount of compensation payment or reimbursement by adding the calculation card component details Kuwait End of Service Compensation.

The compensation to be paid by the employer to the employee is a positive supplemental earning that will increase gross pay. The compensation to be reimbursed by the employee to the employer is an agreed amount, which cannot exceed the salary that would have been paid had the contract lasted until the contract end date. This is a negative supplemental earning that will reduce gross pay. If the compensation reimbursement amount is greater than the gross pay of the employee, no reimbursement will be processed. The recovery of this amount will need to be managed outside the system.

Steps to Enable

No steps are required to enable this feature.

Suppress Zero Social Insurance Elements Run Results

Social insurance element run results will now be generated only for those employees who are liable to pay social insurance contributions. When social insurance is not due to be calculated, either due to citizenship, or because the employee is not registered for social insurance, the run results will no longer be shown, as the social insurance element will not be processed.

Following is the skip rule that has been introduced to effect this change.

Skip Rule Added

Steps to Enable

No steps are required to enable this feature.

Data Validation Report Updates

Data validation reports help you identify employees whose data may not be statutorily compliant, so that you can fix these before running any dependent process or report.

The following information is reported, if found missing or inconsistent:

• In the Worker Data Validation Report:
  • The contract type, if missing or incorrect, required for gratuity calculations.
  • The home address, if missing, required for reporting purposes.
  • The contact type, if spouse, when the marital status is single.
• In the Payroll Data Validation Report:
  • A value for the attribute salary formula in the employer’s gratuity calculation card, if missing, required for calculating the salary base for gratuity payments and some social allowance calculations.

Data Validation Reports

Steps to Enable

No steps are required to enable this feature.

Multi-Language Support for Online Payslip

The online payslip can now be created based on the correspondence language of the individual employee.

Steps to Enable

The Enable Payslip Translation parameter needs to be marked as yes, in the Manage Payroll Process Configuration task, which can be for either the default group or the group that is going to be used in the payroll archive process.

Enable Payslip Translation Parameter Added

Diagnostic Report

Two diagnostic reports have been provided to assist you or the support team to validate setup or configuration of employee calculation cards for social insurance and gratuity, as necessary. They are available to users who have access to view and run diagnostic scripts.

You can either run the diagnostic HCM GCC Calculation Information Repository Diagnostics by payroll statutory unit, which will validate all employee calculation cards within the selected payroll statutory unit, or validate an individual employee by running the diagnostic HCM GCC Calculation Information Repository Diagnostics by person.

The validation for both will check for the existence of the calculation card, the appropriate calculation card component, the association and association details, and that they are effective at the entered effective date parameter. It will also check for duplicate calculation cards.

Run Diagnostics

Steps to Enable

No steps are required to enable this feature.

Payroll for Qatar

Payroll for Oracle Human Capital Management for Qatar supports country specific features and functions for Qatar. It enables users to follow Qatar's business practices and comply with its statutory requirements.

Employee Gratuity Calculation Card Behavior Update

The Employee Gratuity Calculation Card now has a single calculation card approach, which means error messages will no longer be generated, and there is no requirement to delete the calculation card.

The calculation card will be created on first termination, as it is currently. If the termination is reversed, the calculation card will remain, as of the effective date it was originally created. If the termination date is corrected to a future date, there will be no change to the effective date of the calculation card. However, if the termination date is corrected to an earlier date, then the effective date of the calculation card will be updated to the new date. If an employee is rehired and is subsequently terminated again, the same calculation card will be reused.

The following new segment has been added to the gratuity details calculation component details to update the latest gratuity payment date, as required:

Latest Gratuity Payment Date Added

Steps to Enable

No steps are required to enable this feature.

Payment Methods

The following organization payment methods are now supported:

• Electronic Fund Transfer (EFT)
• Cheque
• Cash
• International Transfer: Allows you to enter bank details for employees who wish to receive their payments in a bank outside Qatar.

The following templates are now available:

• EFT
• Cheque

All monetary units from 1 Dirham to 500 Riyals are also provided for cash payments.

Steps to Enable

No steps are required to enable this feature.

Payroll Definitions Update

For Qatar, you can now create biweekly payrolls. Users who have selected either Human Resources or Payroll Interface as the extension through Manage Features by Country or Territory can create a payroll definition with the period type as biweekly.

This option is available for payroll interface customers only, and not for payroll customers.

Biweekly Period Type Added

Steps to Enable

No steps are required to enable this feature.

Social Allowances: Element Templates

Secondary classifications have been added to create social allowance elements and associated objects for Qatar. Depending on the secondary classification selected, you can create elements based on a flat amount, a percentage of earnings or a rate definition. The appropriate elements, element input values, calculation value definitions, formula and balances will be created based on your responses.

The element template questionnaire has also been updated based on the secondary classifications.

Secondary Classifications Added

Steps to Enable

No steps are required to enable this feature.

Suppress Zero Social Insurance Elements Run Results

Social insurance element run results will now be generated only for those employees who are liable to pay social insurance contributions. When social insurance is not due to be calculated, either due to citizenship, or because the employee is not registered for social insurance, the run results will no longer be shown, as the social insurance element will not be processed.

Following is the skip rule that has been introduced to effect this change.

Skip Rule Added

Steps to Enable

No steps are required to enable this feature.

Prevent Duplicate Employee Social Insurance Calculation Cards

The employee social insurance details calculation card can be generated automatically on new hire, or created manually.

To assure data validity, employee social insurance details calculation cards cannot be duplicated in Saudi Arabia. An error message is generated if an attempt is made to manually create a duplicate social insurance details calculation card.

Create Duplicate Calculation Card

Error Message on Attempted Duplication

Steps to Enable

No steps are required to enable this feature.

Gratuity Calculation Update

The gratuity calculation now covers all employer types defined on the employer social insurance calculation card, except for the petroleum sector.

If you have provided an employee gratuity or pension benefit program, you do not have to make gratuity payments, and can leave the gratuity to be paid attribute on the employer gratuity calculation card blank. Gratuity will be processed for all employees if this attribute is selected.

Employees will receive gratuity payment based on whether they are registered for social insurance, and their length of service. If an employee is registered for social insurance, and has more than 20 years of service, a gratuity payment will be calculated, even if the gratuity to be paid attribute has not been selected.

Qatar Employer Gratuity Details

Steps to Enable

No steps are required to enable this feature.

Wage Protection System

The Wage Protection System Salary Information File is now available. It contains details of the monies paid to individual employees, and can be used as a replacement for the EFT file. You can now run a periodic report and submit it to the Wage Protection Agent at the end of each month. For the file to be generated correctly, you must provide the Employer Establishment ID and Payer Establishment ID.

Steps to Enable

Setup is performed through Setup and Maintenance within the Workforce Deployment offering. The functional area is Define Common Applications Configuration for Human Capital Management, and the task associated with this setup is Manage HCM Legal Entity Information.

1. Login with a user who has the necessary administrator rights.
2. Navigate to the Manage HCM Legal Entity Information task.
3. Select the appropriate legal entity and then click Edit.
4. Click the Payroll Statutory Unit tab, and open the Organization Information EFF: Qatari Payroll Statutory Unit Details section.
5. Enter the Employer Establishment ID and Payer Establishment ID.

Organization Information EFF: Qatari Payroll Statutory Unit Details

To run the wage protection system salary information file as an EFT, setup is performed through Payment Distribution, and the task associated with this setup is Manage Organization Payment Methods.

1. Login with a user who has the necessary administrator rights.
2. Navigate to the Manage Organization Payment Methods task.
3. Create an EFT payment method, and payment source.
4. Search for and select Qatar Wage Protection System as the report category for workers on the payment information for the payment source.
5. Generate the salary information file by submitting the Make EFT Payments flow.

Report Category for Workers

If a value for the report category for workers is provided in the organization payment method source, then it is not needed when submitting the Make EFT Payments flow. If it is not provided here. then, in addition to the mandatory fields in the Make EFT Payments flow, you need to provide the payment source and the report category information as Qatar Wage Protection System in the flow parameters.

Multi-Language Support for Online Payslip

The online payslip can now be created based on the correspondence language of the individual employee.

Steps to Enable

The Enable Payslip Translation parameter needs to be marked as yes, in the Manage Payroll Process Configuration task, which can be for either the default group or the group that is going to be used in the payroll archive process.

Enable Payslip Translation Parameter Added

Diagnostic Report

Two diagnostic reports have been provided to assist you or the support team to validate setup or configuration of employee calculation cards for social insurance and gratuity, as necessary. They are available to users who have access to view and run diagnostic scripts.

You can either run the diagnostic HCM GCC Calculation Information Repository Diagnostics by payroll statutory unit, which will validate all employee calculation cards within the selected payroll statutory unit, or validate an individual employee by running the diagnostic HCM GCC Calculation Information Repository Diagnostics by person.

The validation for both will check for the existence of the calculation card, the appropriate calculation card component, the association and association details, and that they are effective at the entered effective date parameter. It will also check for duplicate calculation cards.

Run Diagnostics

Steps to Enable

No steps are required to enable this feature.

IPE Consolidated Report

The IPE Consolidated Report is now available to meet GCC specific requirements. You can now generate a monthly report that contains details of the new hires and terminations in a calendar month for all GCC citizens. This report must be submitted to the Social Insurance office at the end of each month.

To run this report, navigate to the Checklists work area and Submit a Process or Report. The report will be available when the legislative data group has been selected.

IPE Consolidated Report

Steps to Enable

No steps are required to enable this feature.

Payroll for Saudi Arabia

Payroll for Oracle Human Capital Management for Saudi Arabia supports country specific features and functions for Saudi Arabia. It enables users to follow Saudi Arabia's business practices and comply with its statutory requirements.

Employee Gratuity Calculation Card Behavior Update

The Employee Gratuity Calculation Card now has a single calculation card approach, which means error messages will no longer be generated, and there is no requirement to delete the calculation card.

The calculation card will be created on first termination, as it is currently. If the termination is reversed, the calculation card will remain, as of the effective date it was originally created. If the termination date is corrected to a future date, there will be no change to the effective date of the calculation card. However, if the termination date is corrected to an earlier date, then the effective date of the calculation card will be updated to the new date. If an employee is rehired and is subsequently terminated again, the same calculation card will be reused.

The following new segment has been added to the gratuity details calculation component details to update the latest gratuity payment date, as required:

Latest Gratuity Payment Date Added

Steps to Enable

No steps are required to enable this feature.

Prevent Duplicate Employee Social Insurance Calculation Cards

The employee social insurance details calculation card can be generated automatically on new hire, or created manually.

To assure data validity, employee social insurance details calculation cards cannot be duplicated in Qatar. An error message is generated if an attempt is made to manually create a duplicate social insurance details calculation card.

Create Duplicate Calculation Card

Error Message on Attempted Duplication

Steps to Enable

No steps are required to enable this feature.

Gratuity Calculation Card Update

The date mode for the Saudi gratuity calculation card has now been set to the date earned. This means that the payroll process can now select the gratuity element for calculation in a payroll period that is different from the actual termination date payroll period.

Gratuity Calculation Card

This update corresponds to the newly introduced retroactive element that allows retroactive changes to gratuity payments or processes an agreed late payment of gratuity.

Steps to Enable

No steps are required to enable this feature.

Gratuity Calculation Update: Article 77

When processing a termination, you can manually add the components for Saudi Employee Article 77 Details to enter any compensation or reimbursement details. Calculated values for compensation payments and reimbursements can also be overridden. If the contract of an employee ends because of an invalid reason, Article 77 compensation needs to be considered.

The Article 77 Reason field is for information only. If compensation payment override and compensation are left blank, the gratuity process will calculate either compensation or reimbursement based on the termination type, whether involuntary or voluntary, and the amount to be paid or reimbursed based on the contract type.

If there is an agreed amount of compensation payment or reimbursement, enter this amount in the appropriate segment of the calculation card component details. The compensation to be paid by the employer to the employee is a positive supplemental earning that will increase gross pay. The compensation to be reimbursed by the employee to the employer is a negative supplemental earning that will reduce gross pay. If the compensation reimbursement amount is greater than the gross pay of the employee, no reimbursement will be processed. The recovery of this amount will need to be managed outside the system.

Saudi Employee Article 77 Details

Steps to Enable

No steps are required to enable this feature.

Gratuity Payment Element: Retroactive Element

The gratuity payments process has now been further simplified by providing a retroactive element. This element allows retroactive changes to gratuity payments or processes an agreed late payment of gratuity.

For example, an employee with April 30th as the termination date may have an agreement that the final payment will be made later, say May 4th. In order to pay gratuity at the agreed date, the retro process will first verify that the gratuity payment element has not been processed, and then generate the gratuity payment retro element with the appropriate details for the correct payment.

Gratuity Payment Retroactive Element

The gratuity calculation card has also been updated to be able to process gratuity payments at different agreed dates.

Steps to Enable

No steps are required to enable this feature.

Social Insurance Elements: Retroactive Elements

Retroactive elements have been provided for all GCC social insurance elements, both employee and employer, to allow for retroactive changes to social insurance calculations for GCC nationals working in Saudi Arabia.

Social Insurance Retroactive Elements

Steps to Enable

No steps are required to enable this feature.

Diagnostic Report

Two diagnostic reports have been provided to assist you or the support team to validate setup or configuration of employee calculation cards for social insurance and gratuity, as necessary. They are available to users who have access to view and run diagnostic scripts.

You can either run the diagnostic HCM GCC Calculation Information Repository Diagnostics by payroll statutory unit, which will validate all employee calculation cards within the selected payroll statutory unit, or validate an individual employee by running the diagnostic HCM GCC Calculation Information Repository Diagnostics by person.

The validation for both will check for the existence of the calculation card, the appropriate calculation card component, the association and association details, and that they are effective at the entered effective date parameter. It will also check for duplicate calculation cards.

Run Diagnostics

Steps to Enable

No steps are required to enable this feature.

Payroll for the United Arab Emirates

Payroll for Oracle Human Capital Management for the United Arab Emirates supports country specific features and functions for the United Arab Emirates. It enables users to follow the United Arab Emirates business practices and comply with its statutory requirements.

Employee Gratuity Calculation Card Behavior Update

The Employee Gratuity Calculation Card now has a single calculation card approach, which means error messages will no longer be generated, and there is no requirement to delete the calculation card.

The calculation card will be created on first termination, as it is currently. If the termination is reversed, the calculation card will remain, as of the effective date it was originally created. If the termination date is corrected to a future date, there will be no change to the effective date of the calculation card. However, if the termination date is corrected to an earlier date, then the effective date of the calculation card will be updated to the new date. If an employee is rehired and is subsequently terminated again, the same calculation card will be reused.

The following new segment has been added to the gratuity details calculation component details to update the latest gratuity payment date, as required:

Latest Gratuity Payment Date Added

Steps to Enable

No steps are required to enable this feature.

Suppress Zero Social Insurance Elements Run Results

Social insurance element run results will now be generated only for those employees who are liable to pay social insurance contributions. When social insurance is not due to be calculated, either due to citizenship, or because the employee is not registered for social insurance, the run results will no longer be shown, as the social insurance element will not be processed.

Following is the skip rule that has been introduced to effect this change.

Skip Rule Added

Steps to Enable

No steps are required to enable this feature.

Multi-Language Support for Online Payslip

The online payslip can now be created based on the correspondence language of the individual employee.

Steps to Enable

The Enable Payslip Translation parameter needs to be marked as yes, in the Manage Payroll Process Configuration task, which can be for either the default group or the group that is going to be used in the payroll archive process.

Enable Payslip Translation Parameter Added

Data Validation Report Updates

Data validation reports help you identify employees whose data may not be statutorily compliant, so that you can fix these before running any dependent process or report.

The following information is reported, if found missing or inconsistent:

• In the Worker Data Validation Report:
  • The contract type, if missing or incorrect, required for gratuity calculations.
  • The Emirates ID national identifier, the family book national identifier, based on UAE citizenship, or the home address, if missing, required for reporting purposes.
  • The contact type, if spouse, when the marital status is single.
• In the Payroll Data Validation Report:
  • A value for the attribute salary formula in the employer’s gratuity calculation card, if missing, required for calculating the salary base for gratuity payments and some social allowance calculations.
  • If the bank account number for a third party organization does not match the GPSSA ID required to make payments to the social insurance office.

Data Validation Reports

Steps to Enable

No steps are required to enable this feature.

Diagnostic Report

Two diagnostic reports have been provided to assist you or the support team to validate setup or configuration of employee calculation cards for social insurance and gratuity, as necessary. They are available to users who have access to view and run diagnostic scripts.

You can either run the diagnostic HCM GCC Calculation Information Repository Diagnostics by payroll statutory unit, which will validate all employee calculation cards within the selected payroll statutory unit, or validate an individual employee by running the diagnostic HCM GCC Calculation Information Repository Diagnostics by person.

The validation for both will check for the existence of the calculation card, the appropriate calculation card component, the association and association details, and that they are effective at the entered effective date parameter. It will also check for duplicate calculation cards.

Run Diagnostics

Steps to Enable

No steps are required to enable this feature.

Payroll for the United Kingdom

Payroll for Oracle Human Capital Management for the United Kingdom supports country specific features and functions for the United Kingdom. It enables users to follow the United Kingdom's business practices and comply with its statutory requirements.

New Starter Declaration for Employees

The employees can now access the new starter declaration through their home page to submit the following:

• Employment status
• Student loan data

This option is available on all media including mobile devices.

This is a one-time activity. For the new employees, the declaration form is available in the edit mode:

New Starter Declaration

The student loan section and further relevant questions are enabled based on the answers selected by the employee.

The employee must select the declaration field I Agree to submit and save the declaration.

New Starter Declaration Field

Once the payroll is processed or the full payment submission (FPS) is completed for the period, the employees can only view their new starter declaration.

Organization Statutory Deductions Calculation Card

In the payroll statutory unit or tax reporting unit calculation card, you can select the check box Enable automatic PAYE tax code update:

Enable Automatic PAYE Tax Code Update Field for Organization Statutory Deductions Card

When the employee submits the New starter Declaration form, the tax code is updated according to the tax year legislative rules. The updates performed also depend on additional data:

• If no P45 is provided, update to tax code and tax basis is performed
• If a P45 is provided, no update to tax code and tax basis is done as the P45 takes precedence

The New Starter Declaration component and component details in the Statutory Deductions calculation card is enhanced with additional fields and validations:

New Starter Declaration Component Details

Steps to Enable

No steps are required to enable this feature.

Pensions Automatic Enrolment Multiple Updates Process

You can use the new Pensions Automatic Enrolment Multiple Updates process to:

• Classify workers to determine their eligibility for automatic enrolment and re-enrolment in a qualifying pension scheme
• Run a payroll to process earnings and assess them for eligibility
• Perform the appropriate enrolment action based on the employee’s classification, and the values defined on their Pensions Automatic Enrolment card
• Produce an audit report for both enrolments and re-enrolments, including a section for those employees not automatically enrolled
• Roll back the assessment payroll run

You can run the assessment process many times within the payroll period.

This payroll flow also performs automatic re-enrolment where the employee is eligible for re-enrolment processing.

To run this process, select the Pensions Automatic Enrolment Assessment Multiple Updates Process flow pattern with the appropriate legislative data group:

Enter the required parameters and submit the process:

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information about Pensions go to My Oracle Support for the following document:

• Pensions Automatic Enrolment Implementation and Functional Considerations white paper (Document ID 2006584.1)

Enhanced Processes for Start of Year and Tax Code Uplift

You can use the enhanced Start of Year Archive process and Tax Code Uplift Archive process for a more efficient process performance. The processes exclude future dated records. This is beneficial for a large population.

Use the Submit a Process or Report task to access the processes.

Start of Year Archive Process

Tax Code Uplift Archive Process

An errors and warnings report is generated as part of the output in a CSV file format.

Steps to Enable

No steps are required to enable this feature.

NI Category Update Process Enhancements

You can use the enhanced NI Category Update Archive process with increased efficiency in performance for large volumes fo data.

Use the Submit a Process or Report task to access this process:

NI Category Update Archive Process

The process runs the archive update task and generates an errors and warnings report.

Steps to Enable

No steps are required to enable this feature.

Pensions Automatic Enrolment - Re-Enrolment Options

You can now indicate whether you want re-enrol employees who have left the organization within the last 12 months.

You can use the new field Re-Enrolment if Pension Scheme Member Left Within 12 Months on the Pension Automatic Enrolment card at payroll statutory unit (PSU) and tax reporting unit (TRU) levels to set this value.

Pensions Automatic Enrolment Re-Enrolment Option

The employees are included for re-enrolment, by default. You must set this to Exclude, if you do not want the employees to be considered for assessment for re-enrolment.

The Pensions Automatic Enrolment process is further enhanced for multithreaded process and also raises flow errors encountered within any of the threads.

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information regarding pensions, go to My Oracle Support for the following document:

• Pensions Automatic Enrolment Implementation and Functional Considerations white paper (Document 2006584.1)

Encryption of HMRC Files

You can use the enhanced HMRC Data Retrieval Process and the Load HMRC XML File Process to handle encrypted files. Data encryption is now supported for the following:

• HMRC incoming files
• HMRC outgoing files
• Third-party files

The files are encrypted before they are stored in the UCM.

Other third-party files are always set as unencrypted.

Steps to Enable

No steps are required to enable this feature.

View Tax Year End Form for Employees

Your employees can now view and access tax year-end forms from their Home page. The following documents are available:

• P60 - End-of-Year Statement
• P11D - Expenses and Benefits Statement

Select Year-End Documents option to view these:

My Year-End Documents

Steps to Enable

No steps are required to enable this feature.

Payroll for the United States

Payroll for Oracle Human Capital Management for the United States supports country specific features and functions for the United States. It enables users to follow the United States business practices and comply with its statutory requirements.

Deferred Compensation 401 (k) Enhancements

You can now augment your deferred compensation deduction calculations through the optional enforcement of annual compensation limit checks for employee 401 (k) contributions.  By opting out of enforcement during element definition, you can allow employee 401 (k) deductions to continue past their annual compensation limit.  The deductions continue until the annual deferral limit is reached.

You specify enforcement of limit checks when defining the following element types using the Manage Elements task:

• 401 (k) Regular
• 401 (k) Catch-up
• Roth 401 (k)
• After Tax

Enforce 401 (k) Eligible Compensation Limit Check

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

If you select Yes, deductions stop once the annual compensation limit is reached.

If you select No, deductions stop once the elective deferral limit is met.

Remittance Identifier for Third-Party Payments

We have improved third-party payment processing through the inclusion of the remittance identifier with your third-party payments.  If you specify a remittance identifier, the following processes include it with the third-party payments:

• Generate Check Payments for Employees and Third Parties
• Make EFT Payments
• Run Third-Party Involuntary Payment Extract

If you do not, these processes continue to use the reference code.

Set the remittance identifier on the appropriate calculation component in the person’s Involuntary Deductions card:

Remittance Identifier Field

The following extracts now include the Remittance Identifier field:

• Payroll Periodic Archiver
• Payslip XML file

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

For involuntary orders loaded from e-IWO, the upload process automatically populates the remittance identifier.

For multiple involuntary orders that have the same remittance identifier, you can enter a unique reference code and enter the same remittance identifier for each order.

Key Resources

For more information go to My Oracle Support for the following document:

• Oracle Fusion Human Capital Management for United States: Third-Party Tax Filing Interface (Document ID 1594079.1)

Retiree Payments Processing Support

You can now process periodic or lump sum payments for eligible retirees during payroll processing.  The payroll process now calculates the Federal Income Tax and State Income Tax for these payments using the regular withholding tables.  Use the US Third-Party Periodic Tax Filing interface to send your retiree tax information to your third-party vendor.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Support for local taxes are not available.

The payroll process does not withhold the following from the retiree earnings:

• Social Security
• Medicare
• SDI, SUI, and FLI
• Employer liabilities

Key Resources

For further information, go to My Oracle Support (Document ID - 1504483.1) and look under Localization - United States for the following document that will be coming soon:

• Oracle Cloud Human Capital Management for United States: Retiree Implementation and Use

Iterative Pretax Deduction Calculation Enhancement

This feature helps you enforce the proper withholding of required statutory deductions.  In cases where a pretax deduction is equal to or higher than the person’s gross pay, the payroll process now withholds them iteratively.  This insures that it properly withholds statutory deductions, such as taxes and involuntary deductions.

Use the Manage Elements task to enable this feature for the appropriate pretax deduction elements:

Iterative Pretax Deduction Field

Steps to Enable

You must enable this option for new pretax deduction elements.

Use the Element Upgrade Process to migrate existing pretax and involuntary deductions elements to the latest release. Refer to the Key Resources section for further information.

Key Resources

For more information go to My Oracle Support for the following documents:

• Oracle Fusion Human Capital Management for United States: Implementation and Use white paper (1676530.1)
• Oracle Cloud Human Capital Management for the US: Element Upgrade Process (2458385.1)

US Territory Year-End Form Processing

We have extended your end-of-year activities with the inclusion of Puerto Rican and Guam employee year-end forms.  The W-2 Employee Report and W-2 Register processes now include support for Forms W-2PR and W-2GU.

When generating these reports, select the appropriate value from the Year-End Form field:

Year-End Form Field

Steps to Enable

No steps are required to enable this feature.

Net Pay Threshold Enhancement

We have simplified your payment distribution processing through the addition of new net pay threshold.  To avoid cutting low-value employee checks, you can now set a threshold at which anything below it is automatically paid towards an employee tax obligation, such as FIT, Medicare, or Social Security.  Values above the threshold are paid to the employee normally.

Steps to Enable

To enable this threshold:

1. Start the Manage Calculation Value Definitions task from the Payroll Calculations work area.
2. Specify your US legislative data group, and perform a search for the Employee net pay threshold definition.
3. In the Calculation Values section, select Edit and specify an effective date.
4. Specify the flat amount for the threshold:

Net Pay Threshold

New 180-Day Balance Dimensions

We have made it easier for you to retrieve hours or earnings balances for your employees with the addition of the following dimensions:

• Relationship Rolling 180 Days

Uses the Calculation Breakdown ID context.

• Relationship Tax Unit Rolling 180 Days

Uses the Tax Reporting Unit context.

• Relationship No Calculation Breakdown Rolling 180 Days

Does not use Calculation Breakdown ID or Tax Reporting Unit contexts.

Use these balance dimensions in conjunction with fast formulas, accrual eligibility profiles, and so on.

Steps to Enable

No steps are required to enable this feature.

California VPDI Support

This feature helps you include California Voluntary Plan for Disability Insurance (VPDI) plans in your payroll processing. You can now provide a voluntary disability plan to your California employees if you are not already using the state disability plan. You configure these plans at the payroll statutory unit (PSU) or tax reporting unit (TRU) levels. For employees who choose not to participate in the VPDI plan, you can enter an override on their tax card so that they use the state plan instead.

Steps to Enable

To set up a VPDI plan:

1. Open either the PSU or TRU organization calculation card for editing. Any edits you make on the TRU card override those on the PSU card.
2. For the California regional node, select CA State Disability.
3. Select the Enterable Calculation Values on Calculation Cards tab.
4. Click Create, and select Default Disability Plan.
5. In the Value field, enter VP_PRM_SP_SEC.
6. Click Save.
7. Click Create, and select VPDI Employee Rate.
8. In the Rate field, enter your employee rate.
9. Click Save.
10. Repeat these steps if you have a VPDI Employer Rate component.

Tips And Considerations

• VPDI plans use the same taxability rules, wage limits, and self-adjustment method as California’s State Disability Insurance plan.  For further information, see Oracle Cloud Human Capital Management for United States: Implementation and Use (1676530.1) on My Oracle Support.
• You can switch disability plans only at the beginning of the calendar year.  If you change the plan after running the first payroll of the year, you must perform the appropriate balance adjustments to move the wages and taxes from the SDI balances to the VPDI balance.
• You must specify the wage plan code on the California regional node of your organization’s HCM Information.  For employees who have selected a different plan than what you set up for your organization, you must enter an override on the California regional node of their Reporting Card.
• If you have made the VPDI plan your default plan, and you have employees who opt to use the state plan, you must:

1. On their Tax Withholding card, mark the Exempt from Voluntary Plan Disability field as Yes.
2. On the California regional node of their Reporting Card, select the appropriate SDI code in the Wage Plan Code.

For further information, see the Oracle Cloud Human Capital Management for United States: Implementation and Use white paper (1676530.1) on My Oracle Support.

Key Resources

Oracle Cloud Human Capital Management for United States: Implementation and Use (1676530.1) on My Oracle Support

Proration Enhancement for Involuntary Deduction Support Orders

We have improved the accuracy of involuntary deduction support order processing through the addition of enhanced proration calculations.  The following calculation values are available for cases where an employee has multiple orders requiring proration:

• Proration Child Support Arrears Amount
• Proration Child Support Current Amount
• Proration Medical Support Arrears Amount
• Proration Medical Support Current Amount
• Proration Other Amount
• Proration Spousal Support Arrears Amount
• Proration Spousal Support Current Amount

Through entry into these calculation values on the Involuntary Deductions card, you can enforce the applicable state’s proration rules.  By leaving them blank, the proration calculations continue to use the total withholding amount from the orders.

Proration Calculation Values

The following proration hierarchy rules are predefined in the HRX_US_INVOL_DED_CALCULATION_RULES fast formula to satisfy state and territorial requirements:

• Rule A: Current support, all arrears, current medical support, other
• Rule B: Current support, current medical support, all arrears, other
• Rule C: Current support, current medical support, support arrears, medical support arrears, other
• Rule D: Current support and current medical support, all arrears, other
• Rule E: Current child support and current medical support, current spousal support, all arrears, other
• Rule F: Current child support, current spousal support, current medical support, child support arrears, spousal support arrears, medical support arrears, other
• Rule G: Current child support, current medical support, current spousal support, all arrears, other
• Rule H: Current child support, current medical support, current spousal support, child support arrears, medical support arrears, spousal support arrears, other

For example, Rule A prorates current support amounts first.  If there is income remaining, then all arrears amounts are prorated next.  If there is income remaining, then current medical support amounts are prorated next.  If there is income remaining, then other support amounts are prorated last.

To enter the new proration calculation values on the employee’s involuntary deduction card:

1. Use the Manage Calculation Cards task to open the person’s Involuntary Deductions card for editing.
2. Select the appropriate deduction component.
3. Select the Enterable Calculation Values on Calculation Cards tab.
4. Click Create.
5. In the Name field, perform an advanced search for Proration:

Search and Select

6. Select and add each calculation value as indicated on the support order:

Edit Calculation Values

7. Click OK.
8. Save and submit your changes.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

• For scenarios where an employee has multiple support orders from different states, proration calculations follow state rules from the first support order processed.
• Use the proration spousal support calculation values for alimony amounts if needed.
• You must ensure the sum of the proration overrides on the card component equal the total withholding amount override.
• The proration calculation values are available for any new involuntary deduction support elements created. In order to use this feature on preexisting involuntary deduction elements, some configuration is required.  For further information, see Oracle Cloud Human Capital Management for the US: Element Upgrade Flow Pattern white paper (2458385.1) on My Oracle Support.

Once the configuration is completed, you can use the involuntary deduction payroll batch loader to load the proration calculation values to existing involuntary support order card components or add the data directly to the card component thru the UI. 

• When you load a new or amended order through the e-IWO process, it uses the current and arrears amounts provided in the order to load the state-specific proration calculation values on the card component.  In order for the e-IWO process to load these new calculation values on preexisting elements, you must have completed the configuration as noted in the tip above. 

Key Resources

Oracle Cloud Human Capital Management for the US: Element Upgrade Flow Pattern white paper (2458385.1) on My Oracle Support

Disposable Income Recalculation for Involuntary Deductions

We have made it easier to recalculate disposable income for your involuntary deductions.  All new Involuntary Deduction elements automatically enable the recalculation of disposable income.

Prior to this release, disposable income was calculated once for the first order processed (with the exception of Regional Tax Levy, which always recalculated disposable income).

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

• For preexisting involuntary deduction elements, some configuration is required.  For further information, see Oracle Cloud Human Capital Management for the US: Element Upgrade Flow Pattern white paper (2458385.1) on My Oracle Support.
• Once you upgrade any Involuntary Deduction secondary classification element, you must upgrade your involuntary deduction elements for all secondary classifications before processing the elements in payroll.  Employees with multiple involuntary deductions cannot have a mix of old and new involuntary deduction elements.
• New involuntary deduction elements or elements upgraded through the upgrade process follow a rules-based architecture for the following:
  • Disposable income
  • Protected pay
  • Fee handling 
  • Support order proration   

Reference Fast Formula HRX_US_INVOL_DED_CALCULATION_RULES for the rules used for the various involuntary secondary classifications. 

Key Resources

Oracle Cloud Human Capital Management for the US: Element Upgrade Flow Pattern white paper (2458385.1) on My Oracle Support

HR Optimization

Workforce Rewards Transactional Business Intelligence

Oracle Transactional Business Intelligence is a real time, self-service reporting solution offered to all Oracle Cloud application users to create ad hoc reports and analyze them for daily decision-making.  Oracle Transactional Business Intelligence provides human resources managers and specialists, business executives, and line managers the critical workforce information to analyze workforce costs, staffing, compensation, performance management, talent management, succession planning, and employee benefits.

Don’t want to start from scratch building a report or analytics? Check out the library of sample reports for all products on Customer Connect on the Report Sharing Center.

Benefits

New Metric - Amount Due

Enhance your reporting related to worker benefits coverage payments with the new measure named 'Amount Due'. This metric includes the sum of charges and any arrears that are due. This metric is added to the subject area Benefits - Billing Real Tme under the folder Facts - Benefits Billing Payments.

Steps to Enable

No steps are required to enable this feature.

Compensation

New Compensation Dashboard

Improve your reporting on the compensation business processes in OTBI with this new dashboard. It aids compensation managers and analysts in reviewing details related to compensation plans, budgets, allocations, worksheet budget and distribution amounts, worker salary overview, metrics and comparatios, stock overview, and stock allocations.This dashboard is called the Compensation Business Process dashboard and is available for customers with no additional changes in settings or roles.

Steps to Enable

No steps are required to enable this feature.

Compensation - Currency Conversion Exchange Rates Enhancements

Improve your reporting on user preferred currency conversions with the new logic modifications. The changes are done to reflect plan cycle exchange rate values. The changes are applicable to the folder 'Amounts in User Preferred Currency' under Workforce Compensation Real Time and Workforce Compensation Budget Real Time subject areas.

The logic to compute the user-preferred currencies is changed as follows:

The start process in the application populates the currency conversion rate table (Cmp_Cwb_Xchg) from the GL Daily Rates table, where the date is less than or equal to the "Compensation Plan Cycles"."Currency Conversion Date". If a currency conversion date is not provided, values populate based on the HR Data Extraction Date. This conversion rate at the cycle level can be modified by administrators using Manage Active Plans > Currency Conversion Rates. Finally, the reports use the cycle rates unless no values are found, then it will retrieve the conversion rate from the GL Daily Rates table with the highest effective date that is less than or equal to the current date.

Steps to Enable

No steps are required to enable this feature.

Manager Flag in Compensation Manager List and Worksheet Manager List Dimensions

Enhance your reporting on compensation manager and worksheet manager list dimensions with a new flag added to indicate whether the worker in the list is a manager. For example, if they have direct reports then they are a manager. A new attribute Manager Flag (with values of Yes or No) is introduced in both the dimensions.

Steps to Enable

No steps are required to enable this feature.

Budget Details Dimension - Workforce Compensation Budgets Real Time

Enhance your reporting on workforce budget details with new dimensions added to include all the attributes required to report on the budget details. These new dimensions are added to Workforce Compensation Budgets Real Time.They allow users to report on attributes like budget access level, budget population code, budgeting style, and override settings. These dimensions are added under compensation manager and compensation worksheet manager dimensions as subfolders.

Steps to Enable

No steps are required to enable this feature.

Compensation Budgets Real Time - New Fact Folder

Fine tune your reporting on workforce budgets with a new fact folder and a set of metrics added to address an issue that occurred while using the Compensation Manager and Compensation Manager List dimensions with the budget metrics. Previously budget metrics displayed values without the top manager values included. To address this, the existing budget fact folder is enhanced. Now, any report that should include the budget related to the top manager, must use the metrics in the new subfolder named Workforce Budget for Top Manager. For all other managers other than the top manager, the existing metrics in the workforce budget fact folder can still be used.

Steps to Enable

No steps are required to enable this feature.

Payroll

New Dashboard - Payroll Flow Details

Augment your reporting on payroll with the new dashboard Payroll Flow Details.  This dashboard renders the data related to the specific occurrences of processes that includes payroll flows. The data includes the details, such as process name, submission date, submitted by etc.

The dashboard displays the count of payroll flow instances and tasks by their statuses. The metrics are displayed as performance tiles at the top of the dashboard. The metrics displayed include:

• Flows in progress
• Flows completed
• Flows Skipped
• Tasks incomplete
• Tasks rolled back
• Task errors

The dashboard contains a detailed report of the payroll flow with items such as: Flow Name, Status, Task Group, Pattern Name, Task Name, Task Status and metrics like the total records, the number of records not processed, the time taken for processing and so on.

The dashboard data can be controlled through the dashboard prompts which includes filters on Payroll Name, Flow Pattern, Flow Name, Flow Status, Task Name, Task Status, Payroll Submission Dates and so on.

Steps to Enable

No steps are required to enable this feature.

Payroll Subject Area Enhancement - Timecard Required and Overtime Period

Enhance your reporting by including Timecard Required and Overtime Period attributes of an employee assignment and Overtime Period attribute of Payroll Relationship along with other attributes listed here:

• Payroll Relationship - Payroll Assignment - Time Card Required
• Payroll Relationship - Payroll Assignment - Overtime Period
• Payroll Relationship - Payroll Assignment - First Standard Earning Date
• Payroll Relationship - Payroll Assignment - Last Standard Earning Date
• Payroll Relationship - Payroll Assignment - Last Standard Process Date
• Payroll Relationship - Final Close Date
• Payroll Relationship - Overtime Period
• Payroll Relationship - First Standard Earning Date
• Payroll Relationship - Last Standard Earning Date
• Payroll Relationship - Last Standard Process Date
• Payroll Relationship - Final Close Date

These attributes are included in the following subject areas:

• Payroll  - Element Entries Real Time
• Payroll  -Calculation Cards Real Time
• Payroll - Balances Real Time
• Payroll - Run Results Real Time
• Payroll - Element Entries History Real Time
• Payroll - Payments Costing Real Time
• Payroll - Payments Distribution Real Time
• Payroll - Payroll Run Costing Real Time
• Payroll - Personal Payment Details Real Time
• Payroll Rate Calculation Results Real Time
• Payroll Retroactive Pay Real Time
• Payroll Interface Inbound Records Real Time

Steps to Enable

No steps are required to enable this feature.

Calculation Cards Real Time Enhancements

Enhance your reporting on calculation cards real time subject area to report on absence and time cards calculation cards information such as absence or time component name, start date, end date, and value. The calculation cards real time subject area has been enhanced with the addition of new attributes to display data. The following columns have been added to the subject area. These attributes display the meaning or description when a code is stored for the respective column in the database.

• Enterable Calculation Value - Displayed Override Value
• Enterable Calculation Value - Displayed Default Value
• Enterable Calculation Value - Displayed Calculated Value

Streamline your reporting on this subject area with the data being displayed based on the corresponding transaction date of the function. For example, the job of a worker at the effective end date is shown with 'Calculation Component Effective End Date', instead of the job the worker has on the current date.

Steps to Enable

No steps are required to enable this feature.

December Maintenance Pack for 18B

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
21 DEC 2018		Created initial document.

Overview

HCM Cloud applications have two types of patches you can receive that are documented in this What’s New:

• Release Updates (18A, 18B and 18C)
• Optional Monthly Maintenance Packs to each update

It is important for you to know what Release Update your environment is on. You can find this in your Cloud Portal. If you are on Update 18A, you will only have features that are in 18A or the Monthlies for 18A, you will not have 18B features until you receive the 18B update. You can however read ahead on future release so you can make plans for when you will receive the next update.

If you are upgrading from Release 12, you should read all features up through the Release Update that you will receive in the upgrade, this can also be found in Cloud Portal.

This document outlines the information you need to know about new or improved functionality in Oracle HCM Cloud. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

In addition to this document you will also want to review the Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs (Document ID 1554838.1). These documents identify bug fixes and possible known issues. You will also need to review these documents based in the release update version you are currently on or will be moving to.

Oracle HCM Cloud release documents are delivered in five functional groupings:

Suggested Reading for all HCM Products:

• HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)
• Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)

NOTE: Not all Global Human Resource features are available for Talent and Compensation products.

Optional Reading for HCM Products (Depending on what products are in your cloud service):

• Talent Management Cloud (All Talent applications)
• Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)
• Workforce Management Cloud (Absence Management and Time and Labor)

Additional Optional Reading:

• Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM)

NOTE: All of these documents can be found on the Oracle Help Center at: https://cloud.oracle.com/saasreadiness/hcm under Human Capital Management Release Readiness.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New for Release 13 in the body or title of the email.

Feature Summary

Payroll for the United Kingdom

MyCSP Pension Interface Monthly Files

You can use the new process to generate the monthly files for MyCSP pension interface. The predefined process Generate MyCSP Interface generates monthly files including:

• Payment History
• Service History

To run this process, set the values for the following parameters:

Parameter	Description
Payroll Statutory Unit	Select the Payroll Statutory Unit
Effective Date	Accept default date
Paypoint Code	Select the Paypoint code
Submission type	Select Monthly
Final Submission	Select No
Process Configuration Group	Select a Process Configuration Group, if required

Payroll Task Flow Parameters

NOTE: To close the year end, select final submission as Yes. This populates the field 'YRCLOSE' in the control totals file with the year, for the end of the year to be closed. For example, 2018 for the year 2017 to 2018.

The first task in the flow archives all the employees' records followed by one task to generate each file:

Task List

 To generate the MyCSP Pension Interface files, you must provide additional information such as:

• Employer Information:
  • Employer Code
  • Paypoint Code
• Eligible employees to be enrolled into a Civil Service pension.
• Additional Grade and Element information.

Steps to Enable

No steps are required to enable this feature.

November Quarterly Maintenance Pack for 18B

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
26 OCT 2018		Created initial document.

Overview

HCM Cloud applications have three types of patches you can receive that are documented in this What's New:

• Release Updates (18A, 18B and 18C)
• Optional Monthly Maintenance Packs
• Quarterly Mandatory Maintenance Packs (delivered in February, May, August and November). All features that show in the Monthly Maintenance Packs will be included in the next Quarterly Mandatory Maintenance Pack, so no need to request the monthly maintenance packs.

It is important for you to know what Release Update you environment is on. You can find this in your Cloud Portal. If you are on Update 18A, you will only have features that are in 18A or the Monthly and Quarterly updates for 18A, you will not have 18B features until you receive the 18B update. You can however read ahead on future release so you can make plans for when you will receive the next update.

If you are upgrading from Release 12, you should read all features up through the Release Update that you will receive in the upgrade. This can also be found in Cloud Portal.

Oracle HCM Cloud release documents are delivered in five functional groupings:

Suggested Reading for all HCM Products:

• HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)
• Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)

NOTE: Not all Global Human Resource features are available for Talent and Compensation products.

Optional Reading for HCM Products (Depending on what products are in your cloud service):

• Talent Management Cloud (All Talent applications)
• Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)
• Workforce Management Cloud (Absence Management and Time and Labor)

Additional Optional Reading:

• Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM)

NOTE: All of these documents can be found on the Oracle Help Center at: https://cloud.oracle.com/saasreadiness/hcm under Human Capital Management Release Readiness.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New for Release 13 in the body or title of the email.

Feature Summary

Payroll for the United Kingdom

Payroll for Oracle Human Capital Management for the United Kingdom supports country specific features and functions for the United Kingdom. It enables users to follow the United Kingdom's business practices and comply with its statutory requirements.

Employer Payment Summary Supports CIS Suffered

Enter the amount of Construction Industry Scheme (CIS) deductions suffered by your organization when you run the Employer Payment Summary process that reduce your liability to HMRC.

The Employer Payment Summary process task will enable you to enter the Construction Industry Scheme (CIS) amount suffered by your organization when you run the Employer Payment Summary process that reduce your liability to HMRC. You can do this by following these steps:

1. Select the task View Employer Payments Summary Results and go to task.

Employer Payment Summary Process

2. Select the action Archive Results

Action - Archive Results

3. Select the EPS Output Summary of Payments.  This will open in view mode.

EPS Output Summary

4. Select Edit to allow for input and enter the CIS Suffered value here.

Enter CIS Value

5. Complete all other input as required.
6. Save and close. 

Continue with the remainder of the process.

Steps to Enable

No steps are required to enable this feature.

Employer Pay Bill Included in Reconciliation Report

The output file from the Run Reconciliation Report process includes a new column called Employer Pay Bill.  This column displays the value for the relevant employees to calculate the Apprenticeship Levy in the Employer Payment Summary process.

Reconciliation Report Output File

Steps to Enable

No steps are required to enable this feature.

Civil Service Pension Scheme Update

The employer contributions are based on assumed pay when an employee is either on sick leave or on parental leave. The assumed pay is calculated according to the Civil Service pension scheme regulations in the payroll process.

The employee’s full-time equivalent is taken into account when comparing the employee's pensionable earnings to any minimum or maximum earnings limits defined for a pension scheme.

The partnership scheme for Legal & General can be selected when creating a voluntary deduction as a Civil Service pension plan after tax.

Legal and General Partnership Scheme

Steps to Enable

No steps are required to enable this feature.

MyCSP Pension Interface Monthly Files

You can use the new process to generate the monthly files for the MyCSP pension interface. The predefined process Generate MyCSP Interface generates monthly files including:

• Basic
• Address
• Part-Time History
• Short-Time Hours (Single)
• Salary History
• Allowance History
• Bonus History
• WPS Contribution Rate History
• Scheme Contribution Rate History

To run this process, set the values for the following parameters:

Parameter	Description
Payroll Statutory Unit	Select the Payroll Statutory Unit
Effective Date	Accept default date
Paypoint Code	Select the Paypoint code
Submission type	Select Monthly
Final Submission	Select No
Process Configuration Group	Select a Process Configuration Group, if required

Payroll Task Flow Parameters

NOTE: To close the year end, select final submission as Yes. This populates the field 'YRCLOSE' in the control totals file with the year to be closed. For example 2018 for the year 2017 to 2018.

The first task in the flow archives all the employees' records followed by one task to generate each file:

Task List

To generate the MyCSP Pension Interface files, provide additional information such as:

• Employer Information:
  • Employer Code
  • Paypoint Code
• Eligible employees to be enrolled into a Civil Service pension.
• Additional Grade and Element information.

Steps to Enable

No steps are required to enable this feature.

MyCSP Pension Interface Cutover Files Update

You can use the updated salary history cutover file to report the grade name of an employee's grade, and use the delivered information elements to report any reduced actual pay or reduced actual rate of allowance, which are only applicable when an employee is on assumed pay.

MyCSP Cutover File Information Elements

In addition, the start date on the salary history, allowance history, and part-time history cutover files are reported as of the cutover date entered, that is, as the effective date in the payroll flow parameters.

Steps to Enable

No steps are required to enable this feature.

MyCSP Errors and Warnings Report

You can now access the new errors and warnings report within the MyCSP Interface process.

Generate MyCSP Information Errors and Warnings is an automatic task that creates the report, which displays the list of issues encountered for employees during the MyCSP Interface archive process. You can view this report as part of the output from the process.

Once the errors and warnings report is reviewed and issues are resolved, you must manually set the Review MyCSP Information Errors and Warnings task as complete. The MyCSP files will be generated once this task is complete.

MyCSP Errors and Warnings

Steps to Enable

No steps are required to enable this feature.

P45 Generation Using HDL Upload

You can use the enhanced HCM Data Loader (HDL) to upload terminations data for employees. This creates the trigger to generate P45 for the terminated employees.

The P45 Process automatically generates the P45 for all employees terminated using the HDL upload or the user interface.

Steps to Enable

No steps are required to enable this feature.

September Maintenance Pack for 18B

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
27 AUG 2018		Created initial document.

Overview

HCM Cloud applications have three types of patches you can receive that are documented in this What's New:

• Release Updates (18A, 18B and 18C)
• Optional Monthly Maintenance Packs
• Quarterly Mandatory Maintenance Packs (delivered in February, May, August and November). All features that show in the Monthly Maintenance Packs will be included in the next Quarterly Mandatory Maintenance Pack, so no need to request the monthly maintenance packs.

It is important for you to know what Release Update you environment is on. You can find this in your Cloud Portal. If you are on Update 18A, you will only have features that are in 18A or the Monthly and Quarterly updates for 18A, you will not have 18B features until you receive the 18B update. You can however read ahead on future release so you can make plans for when you will receive the next update.

If you are upgrading from Release 12, you should read all features up through the Release Update that you will receive in the upgrade. This can also be found in Cloud Portal.

Oracle HCM Cloud release documents are delivered in five functional groupings:

Suggested Reading for all HCM Products:

• HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)
• Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)

NOTE: Not all Global Human Resource features are available for Talent and Compensation products.

Optional Reading for HCM Products (Depending on what products are in your cloud service):

• Talent Management Cloud (All Talent applications)
• Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)
• Workforce Management Cloud (Absence Management and Time and Labor)

Additional Optional Reading:

• Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM)

NOTE: All of these documents can be found on the Oracle Help Center at: https://cloud.oracle.com/saasreadiness/hcm under Human Capital Management Release Readiness.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New for Release 13 in the body or title of the email.

Feature Summary

Payroll

Payroll for the United Kingdom

Payroll for Oracle Human Capital Management for the United Kingdom supports country specific features and functions for the United Kingdom. It enables users to follow the United Kingdom's business practices and comply with its statutory requirements.

Pensions Automatic Enrolment - Re-Enrolment Options

You can now indicate whether you want re-enrol employees who have left the organization within the last 12 months.

You can use the new field Re-Enrolment if Pension Scheme Member Left Within 12 Months on the Pension Automatic Enrolment card at payroll statutory unit (PSU) and tax reporting unit (TRU) levels to set this value.

Pensions Automatic Enrolment Re-Enrolment Option

The employees are included for re-enrolment, by default. You must set this to Exclude, if you do not want the employees to be considered for assessment for re-enrolment.

The Pensions Automatic Enrolment process is further enhanced for multithreaded process and also raises flow errors encountered within any of the threads.

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information on Pensions, go to My Oracle Support for the following document:

• Pensions Automatic Enrolment Implementation and Functional Considerations white paper (Document ID 2006584.1)

Pensions Automatic Enrolment Multiple Updates Process

You can use the new Pensions Automatic Enrolment Multiple Updates process to:

• Classify workers to determine their eligibility for automatic enrolment and re-enrolment in a qualifying pension scheme
• Run a payroll to process earnings and assess them for eligibility
• Perform the appropriate enrolment action based on the employee’s classification, and the values defined on their Pensions Automatic Enrolment card
• Produce an audit report for both enrolments and re-enrolments, including a section for those employees not automatically enrolled
• Roll back the assessment payroll run

You can run the assessment process many times within the payroll period.

This payroll flow also performs automatic re-enrolment where the employee is eligible for re-enrolment processing.

To run this process, select the Pensions Automatic Enrolment Assessment Multiple Updates Process flow pattern with the appropriate legislative data group:

Pensions Automatic Enrolment Assessment Multiple Updates Process

Enter the required parameters and submit the process:

Pensions Automatic Enrolment Multiple Update Process Parameters

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information on Pensions, go to My Oracle Support for the following document:

• Pensions Automatic Enrolment Implementation and Functional Considerations white paper (Document ID 2006584.1).

August Quarterly Maintenance Pack for 18B

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
27 JUL 2018		Created initial document.

Overview

HCM Cloud applications have three types of patches you can receive that are documented in this What's New:

• Release Updates (18A, 18B and 18C)
• Optional Monthly Maintenance Packs
• Quarterly Mandatory Maintenance Packs (delivered in February, May, August and November). All features that show in the Monthly Maintenance Packs will be included in the next Quarterly Mandatory Maintenance Pack, so no need to request the monthly maintenance packs.

It is important for you to know what Release Update you environment is on. You can find this in your Cloud Portal. If you are on Update 18A, you will only have features that are in 18A or the Monthly and Quarterly updates for 18A, you will not have 18B features until you receive the 18B update. You can however read ahead on future release so you can make plans for when you will receive the next update.

If you are upgrading from Release 12, you should read all features up through the Release Update that you will receive in the upgrade. This can also be found in Cloud Portal.

Oracle HCM Cloud release documents are delivered in five functional groupings:

Suggested Reading for all HCM Products:

• HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)
• Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)

NOTE: Not all Global Human Resource features are available for Talent and Compensation products.

Optional Reading for HCM Products (Depending on what products are in your cloud service):

• Talent Management Cloud (All Talent applications)
• Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)
• Workforce Management Cloud (Absence Management and Time and Labor)

Additional Optional Reading:

• Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM)

NOTE: All of these documents can be found on the Oracle Help Center at: https://cloud.oracle.com/saasreadiness/hcm under Human Capital Management Release Readiness.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New for Release 13 in the body or title of the email.

Feature Summary

Payroll

Payroll for the United Kingdom

Payroll for Oracle Fusion Human Capital Management for the United Kingdom supports country specific features and functions for the United Kingdom. It enables users to follow the United Kingdom's business practices and comply with its statutory requirements.

Additional Grade and Element Data Capture for MYCSP Pension Interface

You can record additional information specific to the MyCSP pension interface for grades and elements.

On Manage Grades, you can provide the following details under Grade Legislative Information:

• Grade code description
• Whether the grade is uniformed or not
• Whether the grade is an industrial grade or not
• If the grade applies to a specific Paypoint, indicate the Paypoint

On Manage Elements page, you can provide the following information under Element Information EFF:

Field name	Description
Element type	Select Bonus, Allowance, or Adjusted Hours. This information is used to identify which elements to report under the different MyCSP files.
Element code	If the element type is either Bonus or Allowance, enter a code. This is required for MyCSP files.
Spread bonus	If the element type is either Bonus or Allowance, specify whether it is a spread bonus
Industrial grade	Indicate whether the bonus or allowance corresponds to an industrial grade
Included in basic pensionable salary	If the element type is either Bonus or Allowance, specify whether it is included in basic pensionable salary.
Included in pre-75 pensionable salary	If the element type is either Bonus or Allowance, specify whether it is included in pre-75 pensionable salary or not
Paypoint code	If the element applies to a specific Paypoint, indicate the Paypoint

 

Steps to Enable

No steps are required to enable this feature.

MYCSP Pension Interface Code Files

You can use the new process Generate MyCSP Interface Code Files to generate code files for MyCSP pension interface. The code files must be sent to MyCSP before sending the main cutover files.

This process generates the three code files required by MyCSP: Grade, Allowance and Bonus.

To run this process, set the values for the following parameters:

Parameter	Description
Payroll Statutory Unit	Select the Payroll Statutory Unit
Effective Date	Set to cutover date
Paypoint Code	Select the Paypoint code
Process Configuration Group	Select a Process Configuration Group, if required

The flow contains a single task that generates all the three code files.

 

Steps to Enable

To generate the MyCSP Pension Interface files, you must provide additional information such as:

Employer Information:

• Employer Code
• Paypoint Code

You must also provide additional Grade and Element information.

MYCSP Pension Interface Cutover Files

You can use the new process to generate the cutover files for MyCSP pension interface. When moving to a new payroll software provider, you must provide a set of cutover files to MyCSP with details of all the eligible employees as at the cutover date.

The predefined process Generate MyCSP Interface generates all cutover files including:

• Basic
• Address
• Service History
• Part-Time History
• Salary History
• Allowance History
• WPS Contribution Rate History

To run this process, set the values for the following parameters:

Parameter	Description
Payroll Statutory Unit	Select the Payroll Statutory Unit
Effective Date	Set to cutover date
Paypoint Code	Select the Paypoint code
Submission type	Select Cutover
Final Submission	Select No
Process Configuration Group	Select a Process Configuration Group, if required

The first task in the flow archives all the employees' records followed by one task to generate each file: 

Steps to Enable

To generate the MyCSP Pension Interface files, you must provide additional information such as:

Employer Information:

• Employer Code
• Paypoint Code

Eligible employees must be enrolled into a Civil Service pension.

You must also provide additional Grade and Element information.

July Maintenance Pack for 18B

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
29 JUN 2018		Created initial document.

Overview

HCM Cloud applications have three types of patches you can receive that are documented in this What's New:

• Release Updates (18A, 18B and 18C)
• Optional Monthly Maintenance Packs
• Quarterly Mandatory Maintenance Packs (delivered in February, May, August and November). All features that show in the Monthly Maintenance Packs will be included in the next Quarterly Mandatory Maintenance Pack, so no need to request the monthly maintenance packs.

It is important for you to know what Release Update you environment is on. You can find this in your Cloud Portal. If you are on Update 18A, you will only have features that are in 18A or the Monthly and Quarterly updates for 18A, you will not have 18B features until you receive the 18B update. You can however read ahead on future release so you can make plans for when you will receive the next update.

If you are upgrading from Release 12, you should read all features up through the Release Update that you will receive in the upgrade. This can also be found in Cloud Portal.

Oracle HCM Cloud release documents are delivered in five functional groupings:

Suggested Reading for all HCM Products:

• HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)
• Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)

NOTE: Not all Global Human Resource features are available for Talent and Compensation products.

Optional Reading for HCM Products (Depending on what products are in your cloud service):

• Talent Management Cloud (All Talent applications)
• Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)
• Workforce Management Cloud (Absence Management and Time and Labor)

Additional Optional Reading:

• Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM)

NOTE: All of these documents can be found on the Oracle Help Center at: https://cloud.oracle.com/saasreadiness/hcm under Human Capital Management Release Readiness.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New for Release 13 in the body or title of the email.

Feature Summary

Payroll

Payroll for the United Kingdom

Payroll for Oracle Fusion Human Capital Management for the United Kingdom supports country specific features and functions for the United Kingdom. It enables users to follow the United Kingdom's business practices and comply with its statutory requirements.

Civil Service Pension Template Enhancements

You can now generate pension elements and associated objects that include the rules and calculations specific to civil service pension schemes, such as the ability to record the type of civil service scheme, and support multiple assignments.

Additional attributes have been added to the special rules section of the Pre-Statutory Deductions: Pension Plan Pre-Statutory and Voluntary Deductions: Pension Plan After Tax element templates. This enables you to identify the pension scheme to which the elements and associated objects belong.

Steps to Enable

This solution can be set up through the following tasks:

1. Manage Elements task in Payroll Calculation
2. Manage Calculation Value Definitions in Payroll Calculation
3. Manage Calculation Cards in Payroll Calculation

In Payroll Calculation

1. Go to Manage Elements task
2. Create either a Pre-Statutory Deductions: Pension Plan Pre-Statutory or a Voluntary Deductions: Pension Plan After Tax element
3. Respond to all questions in the element template
4. In the special rules region select the appropriate pension category

Pre-Statutory Deductions: Pension Plan Pre-Statutory Special Rules

Voluntary Deductions: Pension Plan After Tax Special Rules

The pension category is the name of the scheme the element and associated objects represents, and this will determine the element input values, balance types, formula, calculation value definitions, and benefits and pensions calculation card details that are created.

In Element Overview

1. Verify element input values
2. Verify related balances

Alpha Employee Contributions Input Values

Alpha Related Balances

Classic Employee Contributions Input Values

Classic Related Balances

In Payroll Calculation

1. Go to Manage Calculation Value Definitions task
2. Search for calculation value definitions based on the element name for your pension scheme
3. Verify the calculation value definitions created

Alpha Calculation Value Definitions

Classic Calculation Value Definitions

In Payroll Calculation

1. Go to Manage Calculation Cards
2. Search for and select the person
3. Add Benefits and Pensions Calculation Card
4. Verify Pension Component
5. Create Calculation Card Associations
6. Verify Pension Component Details, if appropriate
7. Verify Enterable Calculation Values on Calculation Cards

Benefits and Pensions Calculation Card Component

The benefits and pensions calculation card components generated for Civil Service pension schemes allow for a single pension component to be associated with multiple assignments. Each component must have a unique pension payroll identifier.

1. Create Association Details by Assignment Number:

Create Associations by Assignment Number

2. Select the calculation component:

Select Calculation Component

When a pension scheme allows for the normal retirement date to be overridden a calculation card component details will be available to enter the override date.

Normal Retirement Date Override

Enterable calculation values are available to override the value held as a calculation value definition.

Enterable Calculation Values: Alpha

Enterable Calculation Values: Classic

Pension Template for Additional Pension Contributions

You can now generate additional pension elements and associated objects that include the rules and calculations specific to public service pension schemes, and some specific civil service additional pension schemes.

You can select secondary classifications that are in addition to Pre-Statutory Deductions: Pension Plan Pre-Statutory and Voluntary Deductions: Pension Plan After Tax element templates, that is, Additional Pension Contributions Pre-Statutory and Additional Pension Contributions After Tax.

Steps to Enable

You can set up this solution using the following payroll tasks in Payroll Calculation:

1. Manage Elements task.
2. Manage Calculation Value Definitions.
3. Manage Calculation Cards.

In Payroll Calculation:

1. Go to Manage Elements task.
2. Create either a Pre-Statutory Deductions: Additional Pension Plan Pre-Statutory, or a Voluntary Deductions: Additional Pension Plan After Tax element:

3. Respond to all questions in the element template. 
4. Scheme details questions will vary based on the parent pension scheme for this deduction selected:

Additional Pension Types: Alpha

Classic Added Years Beneficiaries

Civil Service Pension EEPA

In Element Overview:

1. Verify element input values.
2. Verify related balances:

Classic Added Years Input Values

Classic Added Years Related Balances

In Payroll Calculation:

1. Go to Manage Calculation Value Definitions task.
2. Search for calculation value definitions based on the element name for your pension scheme.
3. Verify the calculation value definitions created:

Calculation Value Definitions

In Payroll Calculation:

1. Go to Manage Calculation Cards.
2. Search for and select the person.
3. Add Benefits and Pensions Calculation Card.
4. Add Pension Component.
5. Create Calculation Card Associations.
6. Verify Pension Component Details, if appropriate.
7. Verify Enterable Calculation Values on Calculation Cards.

Some combinations of parent pension type and additional pension type create calculation card component details. For example, the Civil Service-specific Alpha parent pension type and EEPA additional pension type creates the following:

Calculation Component Details: Effective Pension Age Reporting Details

You can use the enterable calculation values to override the value held as a calculation value definition:

Enterable Calculation Values: Classic Added Years

Additional Data Capture for MyCSP Pension Interface

You can record additional information specific to the MyCSP pension interface at the appropriate levels.

On Manage Legal Entity HCM Information: Payroll Statutory Unit – UK Public Sector Payroll Statutory Unit Details, select the context MyCSP Information. You can enter the following information:

• Employer Code, as provided by MyCSP
• Paypoint Code, as provided by MyCSP
• Short-Time Hours File Type; either Accumulated or Single depending on which file type you intend to use
• Working Hours Type: either Gross - including breaks or Net – excluding breaks depending on how you wish to report your hours type for part-time hours

On Manage Legal Entity HCM Information: Legal Employer – UK Public Sector Legal Employer Details, select the context Legal Employer MyCSP Information. You can enter the following information:

• Paypoint Code, as provided by MyCSP
• Short-Time Hours File Type; either Accumulated or Single depending on which file type you intend to use

NOTE: If either of the values is not provided on Legal Employer MyCSP Information, the values entered on the Payroll Statutory Unit Details context MyCSP Information are used to report on the MyCSP pension interface.

On the legislative information for a person, you can:

• Select the check box to indicate that an employee’s age has been verified
• Enter the last marital status change date prior to hire date.

This is used to report the date that a member of a pension scheme became either widowed or divorced, if the marriage ceased before the hire date.

On job information on assignment, you can select the check box for uniformed grade. This will be used to report as a uniformed grade for this assignment, even if uniform grade has not been selected at grade level.

A new document type is added to document records to enable you to record the result of an ill-health retirement assessment, if it has been rejected.

Steps to Enable

You can use the following tasks to set up the solution :

1. In the setup and maintenance work area, go to the following:

• Offering: Workforce Deployment
• Functional Area: Legal Structures
• Task: Manage Legal Entity HCM Information

2. Select your legal entity.
3. On the Payroll Statutory Unit tab, select UK Public Sector Payroll Statutory Unit Details.
4. Edit MyCSP Information:

5. If multiple paypoint codes exist, you can override this on the Legal Employer tab.
6. If different short-time hours file types are required, you can override this on the Legal Employer tab, UK Public Sector Legal Employer Details.

NOTE: Employer code, paypoint code, and short-time hours file type are mandatory in payroll statutory unit details. If you want to enter any values in legal employer details, you must enter both values, even if one of them is the same as that held in payroll statutory unit details.

7. In the My Workforce work area, go to Person Management:
8. Search for and select a person.
9. Go to Personal and Employment > Manage Person
10. Edit legislative information for United Kingdom:

11. Enter Last Marital Status Change Date Prior to Hire, if applicable. This information is used to report the date that a member of a pension scheme became either widowed or divorced and the marriage ceased before the hire date.
12. Enter Employee age verified.

13. Go to Person Management > Manage Employment:
14. Go to Job Details:

15. Select Uniformed Grade, if applicable.

This is used to report as a uniformed grade for this assignment, even if uniform grade has not been selected at grade level.

16. Go to Personal and Employment > Manage Document Records:
17. Search for Type Ill-Health Retirement Assessment.
18. Select Ill-health retirement application rejected, if applicable:

Payroll for the United States

Payroll for Oracle Fusion Human Capital Management for the United States supports country specific features and functions for the United States. It enables users to follow the United States business practices and comply with its statutory requirements.

Electronic Income Withholding Order Reference Code Enhancement

We have improved the generation of the Involuntary Deductions card component Reference Code through the addition of an electronic income withholding order (e-IWO) sequence number suffix.  This further qualifies the Reference Code to prevent duplicate values.  In cases where you receive an e-IWO order with the same case identifier, remittance identifier, and issuing state as an existing order but with a different order identifier, then the reference code is appended with a sequence number.  In these scenarios, the Reference Code would consist of a concatenation of:  Case Identifier, State Abbreviation, Remittance Identifier, and sequence number.

Steps to Enable

No steps are required to enable this feature.

June Maintenance Pack for 18B

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
26 OCT 2018		Created initial document.

Overview

HCM Cloud applications have three types of patches you can receive that are documented in this What's New:

• Release Updates (18A, 18B and 18C)
• Optional Monthly Maintenance Packs
• Quarterly Mandatory Maintenance Packs (delivered in February, May, August and November). All features that show in the Monthly Maintenance Packs will be included in the next Quarterly Mandatory Maintenance Pack, so no need to request the monthly maintenance packs.

It is important for you to know what Release Update you environment is on. You can find this in your Cloud Portal. If you are on Update 18A, you will only have features that are in 18A or the Monthly and Quarterly updates for 18A, you will not have 18B features until you receive the 18B update. You can however read ahead on future release so you can make plans for when you will receive the next update.

If you are upgrading from Release 12, you should read all features up through the Release Update that you will receive in the upgrade. This can also be found in Cloud Portal.

Oracle HCM Cloud release documents are delivered in five functional groupings:

Suggested Reading for all HCM Products:

• HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)
• Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)

NOTE: Not all Global Human Resource features are available for Talent and Compensation products.

Optional Reading for HCM Products (Depending on what products are in your cloud service):

• Talent Management Cloud (All Talent applications)
• Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)
• Workforce Management Cloud (Absence Management and Time and Labor)

Additional Optional Reading:

• Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM)

NOTE: All of these documents can be found on the Oracle Help Center at: https://cloud.oracle.com/saasreadiness/hcm under Human Capital Management Release Readiness.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New for Release 13 in the body or title of the email.

Feature Summary

Payroll

Payroll for the United States

Payroll for Oracle Human Capital Management for the United States supports country specific features and functions for the United States. It enables users to follow the United States business practices and comply with its statutory requirements.

Tax Withholding Enhancements for the Professional User

We have made it easier for you to manage your employees’ tax withholdings through an enhanced user interface on the tax card.

To access this new interface:

1. Use the Manage Calculation Cards task to open the tax card for editing.
2. Click Enhanced View.

Enhanced View Button

Refer to Tips and Considerations for instructions on mass employee migration.

This user interface delivers the following new features:

• Enhanced organization of the association and withholding details

Enhanced Tax Card UI

• Simplified withholding definition and review

You can now:

• Select Add Withholding Information to easily identify and select the jurisdictions subject to withholding:

Add Withholding Information Menu Option

Add Withholding Information Table

• Select Create Default State and Local Withholding to add regional components automatically based on the person’s work and resident addresses:

Create Default State and Local Withholding Menu Option

• Toggle the visibility of regional components to facilitate your review:

Inactivate Menu Option

• Viewable online employee federal and state withholding forms

For the federal and each state component, select Show Employee W-4 PDF:

Show Employee W-4 PDF Menu Option

• Review all tax card changes across a range of dates

View History Page

To access the View History page:

1. Open a federal or state component in Edit mode.
2. Select View History from the Edit menu:

View History Menu Option

• Dependent fields now automatically update based on values entered in other fields
• Field names are no longer generic and will now closely match the name on the federal and state withholding forms

Steps to Enable

To make this new interface available:

1. Search for and start the Manage Payroll Process Configuration task from Setup and Maintenance work area.
2. Select Default Group.
3. For the Create DIR Card using Global UI parameter, enter the following:

ORA_CIR_ENHANCED ENHANCED_RESOLVER ENHANCED

4. Click Done.

Tips And Considerations

• When you select the Enhanced View button, the task converts the employee’s card data to the new format.  To migrate all employees, use the Synchronize Calculation Cards ESS process in Upgrade Employees to New Tax Card mode.  Depending on the number of your employees, consider running this process during off-hours to limit system impact.
• After you migrate your employees to the new UI, you must run the Load Payroll Tax Information for US process.  Select both County and City, tax district as the Geographic Category.  This loads overrides required to calculate local income tax withholdings.
• The original user interface is still available through the Change View button.

Change View Button

Using HSDL to Load New Tax Cards Records

You will find it quicker to create and update employee Tax Withholding card information using the following HCM Spreadsheet Data Loader (HSDL) templates:

Template	Description
US Federal Tax Withholding Card	Loads federal tax withholding information.
US Tax Withholding Card Association	Creates multiple tax reporting unit associations. Do not use this template to update the taxation component.
US State Tax Withholding Card	Loads common state tax withholding information.
US State AL Tax Withholding Card	Loads Alabama state tax withholding information.
US State AR Tax Withholding Card	Loads Arkansas state tax withholding information.
US State AZ Tax Withholding Card	Loads Arizona state tax withholding information.
US State CA Tax Withholding Card	Loads California state tax withholding information.
US State CT Tax Withholding Card	Loads Connecticut state tax withholding information.
US State DC Tax Withholding Card	Loads District of Columbia state tax withholding information.
US State GA Tax Withholding Card	Loads Georgia state tax withholding information.
US State IA Tax Withholding Card	Loads Iowa state tax withholding information.
US State IL Tax Withholding Card	Loads Illinois state tax withholding information.
US State IN Tax Withholding Card	Loads Indiana state tax withholding information.
US State KY Tax Withholding Card	Loads Kentucky state tax withholding information.
US State LA Tax Withholding Card	Loads Louisiana state tax withholding information.
US State MA Tax Withholding Card	Loads Massachusetts state tax withholding information.
US State MD Tax Withholding Card	Loads Maryland state tax withholding information.
US State ME Tax Withholding Card	Loads Maine state tax withholding information.
US State MI Tax Withholding Card	Loads Michigan state tax withholding information.
US State MN Tax Withholding Card	Loads Minnesota state tax withholding information.
US State MO Tax Withholding Card	Loads Missouri state tax withholding information.
US State MS Tax Withholding Card	Loads Mississippi state tax withholding information.
US State NJ Tax Withholding Card	Loads New Jersey state tax withholding information.
US State NY Tax Withholding Card	Loads New York state tax withholding information.
US State OH Tax Withholding Card	Loads Ohio state tax withholding information.
US State PA Tax Withholding Card	Loads Pennsylvania state tax withholding information.
US State WI Tax Withholding Card	Loads Wisconsin state tax withholding information.
US State VA Tax Withholding Card	Loads Virginia state tax withholding information.
US State WV Tax Withholding Card	Loads West Virginia state tax withholding information.
US City Tax Withholding Card	Loads city tax withholding information.
US County Tax Withholding Card	Loads county tax withholding information.

To access these templates:

1. Navigate to the Data Exchange work area.
2. Select Run Spreadsheet Data Loader.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Once you have migrated your employee Tax Withholding cards to the new interface, you must use HSDL to perform any future mass updates.  You cannot use Payroll Batch Loader.

Update 18B

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
22 FEB 2019	Global Payroll: Costing Results Report Using Extracts	Updated document. Revised feature information.
23 NOV 2018	Compensation Mangement: Support Separate Approval Rules for Personal Contribution and Individual Compensation	Updated document. Delivered feature in update 18B.
26 OCT 2018	Global Payroll: Costing Results Report Using Extracts	Updated document. Revised feature information.
26 OCT 2018	Benefits: Enhanced Formula Functions	Updated document. Delivered feature in update 18B.
25 SEP 2018	Global Payroll: Costing Results Report Using Extracts	Updated document. Revised feature information.
18 SEP 2018	Transactional Business Intelligence / Payroll: Bank Details - Building Society Roll Number	Updated document. Delivered feature in update 18B.
27 AUG 2018	Compensation Management: Annual Amount Calculation Change in Grade Step Progression	Updated document. Delivered feature in update 18B.
27 AUG 2018	Compensation Management: Total Compensation Salary as a Source	Updated document. Delivered feature in update 18B.
27 AUG 2018	Transactional Business Intelligence / Compensation: Compensation Manager Dimension - Performance Improvement	Updated document. Revised feature information.
29 JUN 2018	Global Payroll: Multi-Language Support in Payslips	Updated document. Revised feature information.
27 APR 2018	Global Payroll: Flow Task Submission from Within a Checklist	Updated document. Revised feature information.
06 APR 2018		Created initial document.

Overview

HCM Cloud applications have three types of patches you can receive that are documented in this What’s New:

• Release Updates (18A, 18B and 18C)
• Optional Monthly Maintenance Packs
• Quarterly Mandatory Maintenance Packs (delivered in February, May, August and November). All features that show in the Monthly Maintenance Packs will be included in the next Quarterly Mandatory Maintenance Pack, so no need to request the monthly maintenance packs.

It is important for you to know what Release Update you environment is on. You can find this in your Cloud Portal. If you are on Update 18A, you will only have features that are in 18A or the Monthly and Quarterly updates for 18A, you will not have 18B features until you receive the 18B update. You can however read ahead on future release so you can make plans for when you will receive the next update.

If you are upgrading from Release 12, you should read all features up through the Release Update that you will receive in the upgrade. This can also be found in Cloud Portal.

This document outlines the information you need to know about new or improved functionality in Oracle HCM Cloud. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

Oracle HCM Cloud release documents are delivered in five functional groupings:

Suggested Reading for all HCM Products:

• HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)
• Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)

NOTE: Not all Global Human Resource features are available for Talent and Compensation products.

Optional Reading for HCM Products (Depending on what products are in your cloud service):

• Talent Management Cloud (All Talent applications)
• Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)
• Workforce Management Cloud (Absence Management and Time and Labor)

Additional Optional Reading:

• Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM)

NOTE: All of these documents can be found on the Oracle Help Center at: https://cloud.oracle.com/saasreadiness/hcm under Human Capital Management Release Readiness

Customers Upgrading from Release 12

If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness content for Release 13 (updates 17B - 17D, as well as, updates 18A - 18B) to learn about all of the features available in release 13.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New for Release 13 in the body or title of the email.

Feature Summary

Benefits

Benefits

Oracle Fusion Benefits is a complete, configurable and flexible global solution that enables organizations to successfully evolve and adapt to the unique needs of their workforce. The solution enables setup of traditional 'one-size fits all' plans to highly complex plans that selectively target different workforce segments with different benefit packages. Self-service capabilities present the user with an out of the box intuitive guided enrollment process with contextual information and embedded analytics.

Affordable Care Act Override

Take advantage of the new spreadsheet loader to add or override any missing benefits that you provided in your previous legacy application, so you can generate your 1095-C report.

You typically generate your 1095-C report for employees once a year in the United States, at the end of the year. However, if you implemented Benefits midyear, not all the data required for reporting might exist in the Benefits application; a part of it might exist in the legacy application.

To override or add missing values required in the 1095-C report, in the Evaluation and Reporting work area, select the Person Data Loaders tab, and click ACA Override Upload to open the spreadsheet and make changes.

The ACA Override Upload Task

You can use the spreadsheet to update the following lines in the 1095-C report:

• Line 14, Offer of Coverage
• Line 15, Employee Required Contribution
• Line 17, Employee and Dependent

Steps to Enable

There are no steps to enable this specific feature. However, if you want to use the Affordable Care Act functionality, you must configure the required benefit plan with the Minimal Essential Coverage and Minimal Values fields. Before you use the spreadsheet to correct or add any missing data, you must run the ACA Archive process and prepare the required data.

Export and Import Rates and Coverages User Values

Speed up your migration by using the Functional Setup Manager to export and import new or changed user values associated with a sick plan or vacation time sell plan. At a high level, you perform the following steps to export and import benefits objects in the Setup and Maintenance work area:

1. In the source environment, create a configuration package using an implementation project and include the Manage Rate and Coverage User Values setup task.
2. Export the configuration package and download the ZIP file.
3. In the destination environment, select the configuration package you created, and import the ZIP file.

The Create Configuration Package Page

Steps to Enable

No steps are required to enable this feature.

Bulk Upload of Payments and Adjustments in Benefit Billing

A new spreadsheet loader is available to upload payments and adjustments for multiple participants. Previously, you could record payments and make adjustments, including credits and arrears, on an individual basis using the interface. This is especially useful if your enterprise handles hundreds of payments every month.

In the Evaluation and Reporting work area, select the Person Data Loaders tab, and then select the Upload Billing Payments row. Click the Prepare in Workbook icon in the Go to Task column to open the spreadsheet.

The Upload Billing Payments Task

After you upload the spreadsheet, you run a new process called Allocate and Reconcile Payments to allocate or adjust the payments appropriately for all the records in the spreadsheet.

1. In the Evaluation and Reporting work area, select the Processes tab.
2. Expand the Billing Processes section, and click the Submit icon of the Allocate and Reconcile Payments row.
3. Select the spreadsheet batch in the Process Details page, provide other required information, and click Submit.

Steps to Enable

No steps are required to enable this feature.

Improved Rates Spreadsheet Loaders

The existing rates spreadsheet loader offers several improvements.

You can now create rates using the spreadsheet loader. Previously, you could only edit existing rates. To access the rates spreadsheet loader, in the Plan Configuration work area, select the Rates and Coverages tab, Standard Rates sub tab, and click Prepare in Workbook. To create rates, just like any other standard spreadsheet loader, insert a row at the end of the spreadsheet, enter the required data, and upload.

The Rates Spreadsheet Loader

The rates spreadsheet loader now offers you the ability to update standard rates with element and input values. Previously, the Payroll Element field and the Input Values field was not available for editing in the spreadsheet.

Payroll Element Columns on the Rates Spreadsheet Loader

Elements and input values are validated when you upload the spreadsheet. For example, there is a check to ensure that the element belongs to the correct legislative data group and the input value is associated with that element. After you make changes and upload, you must start a rate change life event so that the participation evaluation process updates the rates accurately against the appropriate element.

You can also end-date or delete rates using the spreadsheet.  Select the Flagged column for the row you want to end-date or delete, and then click End Date or Delete at the top of the spreadsheet.

Rates Spreadsheet Loader Commands

Steps to Enable

No steps are required to enable this feature.

Managing Derived Factors in Bulk

We have included a new spreadsheet loader to create, edit, or delete derived factors. The spreadsheet supports all the existing derived factor types:

• Age
• Length of Service
• Age and Service
• Compensation
• Hours Worked
• Full-Time Equivalent

The Length of Service Derived Factor Spreadsheet Loader

These derived factors are available as separate worksheets in the spreadsheet. For example, if you want to enter derived factors for Age, you select the Age worksheet, and insert a row for each record. You can enter data in multiple worksheets.

Derived Factor Worksheets

The rest of the functionality is the same as other benefits spreadsheet loaders. The Derived Factors ribbon tab contains basic commands.

Basic Spreadsheet Loader Commands

For example, if you want to make changes to derived factors:

1. Select the required worksheet and enter the name of the derived factor you want to make changes to.
2. Click Search on the ribbon tab.
3. When you’re done making changes, click Upload.
4. Click Status Viewer to see if the spreadsheet generated any errors.

Steps to Enable

No steps are required to enable this feature.

Enhanced Formula Functions

Take advantage of the new formula functions that enable you to set up and use the Oracle Fusion Benefits application more flexibly.

Auto Enroll Eligible Dependents

Use formula function TL_AUTO_DES_DEP to enable you to auto enroll eligible dependents into a plan or option from the start. Previously, if you had set up your enrollment method as automatic, your participants or administrators still had to enroll eligible dependents in the plan when they enrolled for the very first time round. After that, the designated dependents were carried forward as long as the enrollment was for the same plan or option. Now, when you set up your enrollment method as automatic and attach the new formula to the plan or option, all dependents are automatically enrolled, even for the very first time. Participants or administrators can, of course, unenroll the dependents, if required.

Provide Certification Once for Dependents

Use the formula function TL_DEP_CERT to configure dependent certification to be triggered once per dependent. Now, using the new formula, if the participant has provided a certificate for a dependent for a specific plan and option, and if a subsequent life event occurs, the participant does not have to provide that same certification for the dependent again. For example, if the participant provided a birth certificate for their dependent for the Medical plan type, and the administrator has approved the certificate, the participant doesn't need to provide the same certification for the dependent again for that plan type.

The General Configuration Tab During Plan Creation

Control the Allowed Level of Changes Without Certification

You can now use the formula TL_ENR_CERT2  to control the levels of change that are allowed without certification. For example, you could control the levels of change so that if a participant is enrolled in 2x life insurance, they can lower it, waive it, or go up one level such as 3x, but any higher than that, you want them to provide a certificate.

This flexibility enables you to better control when certificates are required, and when they are not.

The Options Section During Plan Creation

Steps to Enable

No steps are needed to enable this feature, but you must perform some configuration steps to associate the formula with the benefit offering.

Perform these steps to auto-enroll eligible dependents:

1. Open the Create or Edit Plan page from the Plan Configuration work area or from the Setup and Maintenance work area.
2. On the Enrollment train stop, select TL_AUTO_DES_DEP from the Automatic Formula list as the automatic formula to use. This associates the formula with the option-in-plan or the plan without options at plan level.
3. Select the Automatic enrollment check box. When the participant or administrator then starts open enrollment, or makes a change to an existing enrollment, the eligible dependents are then automatically enrolled on the option or plan.

Selecting the Formula in the Enrollments Train Stop

Perform these steps to enable the certification requirements only once for dependents: 

1. In the Create or Edit Program pages, navigate to the Designation Requirements train stop, General tab, Certification section.
2. Select the TL_DEP_CERT formula from the Determination Rule list when you add a certification type.

The TL_DEP_CERT Formula Added to the Certification Type

Perform these steps to control how many levels of change you want to allow without certification:

In the Create or Edit Plan pages, navigate to the Certification train stop.

Select TL_ENR_CERT2 as the formula from the Determination Formula list.

The TL_ENR_CERT2 Formula Added to the Certification Type

Key Resources

For further information about using benefits formulas, refer to the Benefits Fast Formula Reference Guide for Oracle Fusion Benefits on My Oracle Support (Doc ID: 1456985.1).

Compensation and Total Compensation Statement

Compensation

Oracle Fusion Compensation enables your organization to plan, allocate, and communicate compensation using the most complete solution in the market. Make better business decisions using embedded analytics and a total compensation view of workers, regardless of geographic location or pay package components.

Process Monitoring for Grade Step Progression

We've improved the navigation to make it easier to move between submitting and monitoring your batch processes. And we've eliminated the trial run parameter, which is redundant now that you can run both processes with a manual confirmation type.

The Run Grade Step Progression and Synchronize Grade Step Rates pages include a button which enables you to navigate directly to the Monitor Processes page without first submitting a process. The page opens in a new tab so you can toggle between the pages as desired.

We removed the Trial run checkbox from both Run Grade Step Progression and Synchronize Grade Step Rates. Trial run is no longer necessary as this capability is available when you run the process with the manual confirmation type.

Navigate to Monitor Processes from Run Grade Step Progression Page

The Monitor Processes page opens in a new tab after you submit a process from Run Grade Step Progression or Synchronize Grade Step Rates page in the Compensation work area.

Monitor Processes Page

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

When you navigate from Quick Actions to Run Grade Step Progression or Synchronize Grade Step Rates, the Monitor Processes page doesn't open in a new tab. This reflects the more simplified navigation model in Quick Actions.

Grade Step Progression Enhanced Logic for Multiple Assignment Updates per Day

We no longer generate an error message if the proposed progression date is the same date as an existing assignment record. Now these updates are allowed by using the effective sequence in the assignment record, which supports multiple updates on the same day.

Current and Proposed Effective Start Dates Are the Same for the Assignment

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

• The salary record doesn't support multiple updates per day. If there's an existing salary record on the date of the proposed progression, this continues to result in an error, as it has in previous releases.
• The step is stored on the assignment grade step record, which doesn't support multiple updates per day. If there's already a step update on the date of the proposed progression, this results in a new error message.

Error Messages for Salary Record and Assignment Grade Step Record

Key Resources

For more information, see the following topic in Applications Help: Making Multiple Updates to Date-Effective Objects in One Day: Explained

Updated Modeling User Interface

We simplified the modeling navigation and flow. You can now add to manager budgets instead of overwriting amounts. You can include or exclude workers from the model.

Managers use a flattened table to select model criteria and are guided through the flow.

Simplified Model Definition Page

You now select workers as part of the guided flow, reducing confusion.

Easier Worker Selection Step

Managers see individual lines per criteria combination. Change grouping criteria within the page, rather than navigating back through the steps.

Change Grouping Criteria Within the Step

Managers select a purpose for the model. Additional options are available in the final step depending on what you select here.

Select How to Apply Model Results

For example, if you choose to apply to budgets, the following options are available:

Additional Options Are Available

Steps to Enable

No steps are required to enable this feature.

Lock Worksheet During Refresh Process

You now can lock the Workforce Compensation worksheet while the Refresh Workforce Compensation Data runs.  Locking the worksheet improves process performance and prevents users from receiving a locking error during the run. Previously, the worksheet remained open during the process run, causing users to receive locking errors.

When you choose parameters for the process, the "Lock worksheet while the process runs" parameter is enabled.  All parameters, with the exception of "Refresh summary totals", allow the Administrator to lock the worksheet while the process runs.

Refresh Workforce Compensation Data Process Parameters

When you select the locking parameter, managers receive a message warning them that they must save their work within two minutes.  After that time, a message appears in the worksheet while the process runs telling the manager that they cannot make edits.

Locked Message in the Workforce Compensation Worksheet

This change also applies to the Administer Workers task.

Locked Message in the Administer Workers Task

Steps to Enable

No steps are required to enable this feature.

Individual Worker Display

You can now configure a worksheet page to show more information about an individual worker. This feature allows for a deeper dive of worker data and is more mobile-friendly.  You can configure the page to allow managers to allocate, promote, add notes and attachments, and view alerts.

Worksheet Shows Worker's Name

You can configure the information as a single page or with side tiles divided into different areas:

Individual Worker Display - Single Page

Individual Worker Display - Side Tiles

Steps to Enable

No steps are required to enable this feature.

Worklist Notifications Based on Reports

You can now configure compensation in-app notifications using Oracle Business Intelligence (BI) Publisher reports. You can use the standard BI Publisher templates to configure the in-app notifications for Manage Salary and Manage Compensation tasks.

Salary - Worklist Notification

Individual Compensation - Worklist Notification

To configure the report templates, you must download the templates from the BI Publisher server and use Microsoft Word to edit them. You upload the edited templates back to the BI Publisher server.

Steps to Enable

You must meet the following prerequisites for using BI Publisher notifications:

1. Download and install the Oracle BI Publisher Desktop: http://www.oracle.com/technetwork/middleware/bi-publisher/downloads/index.html.
2. Download and install the Template Builder for Word to use Microsoft Word to edit the layout templates. To download, install, and set up Template Builder for Word, see Creating RTF Templates by Using BI Publisher 11g Template Builder for Word

NOTE: You can modify the BI Templates only if you have the BI Administrator role.

You must also configure the profile options to use the BI Publisher for notifications:

1. Click Navigator > Setup and Maintenance.
2. On the Setup page, click the Tasks panel drawer.
3. In the Tasks panel drawer, click Search.
4. In the Search text box, enter Manage Administrator Profile Values and click the Search icon.
5. Click Manage Administrator Profile Values.
6. On the Manage Administrator Profile Values page, in the Profile Option Code field, enter BIP_ONLINE and click Search.
7. In the Search section, set the following to true.

• BIP_ONLINE_NOTIFICATION_HCM_COMPENSATION: to use BI Publisher notifications for Compensation only.
• BIP_ONLINE_NOTIFICATION_HCM: to use BI Publisher notifications for all HCM business processes

Select the Enabled and Updateable check boxes at the Site level.

Tips And Considerations

• You can edit the BI Publisher templates to add headers and text.   
• You can add data model attributes to the template if they already exist in the data model used for the template.
• These notification provides summary level, concise, and crisp information of the transaction. Component level details and non-primary input values are not yet available.

Key Resources

For more information, see the following topics in Applications Help:

• Creating and Editing Profile Options: Procedure
• HCM Email and In-App Notifications Based on Reports: Overview
• Templates and Data Models Used for HCM Notifications Based on Reports
• Configuring Workforce Deployment Notifications Using Reports: Worked Example

Total Compensation Salary as a Source

We've added a new compensation item source type of Salary. Now you can use Salary as a compensation item source and display overall salaries in the statement. Previously, Salary was limited to the element entry source type.

Use the new source type to associate a compensation item with a particular Salary Basis, or all Salary Bases from a particular Legislative Data Group, or simply All Salaries. If you select All Salaries then the statement generation process picks up all salaries during the statement period. Workers see their overall salary on the Total Compensation Statement.

New Salary Source Type

Steps to Enable

No steps are required to enable this feature.

Annual Amount Calculation Change in Grade Step Progression

We've changed the way that we calculate annual amounts that are displayed on the Review Proposed Progressions and Salary Updates page. To improve performance, we now capture and store the amounts during the batch run. Previously, the amounts were calculated at run-time when you viewed the page. When you view results from any Run Grade Step Progression or Grade Step Rate Synchronization batch processes that you ran before this update you won't see the annual amounts displayed on the page.

Annual amounts are for information only and aren't passed to the salary record or used in any processing within grade step progression. If you want to reference historical annual amounts you can view them directly on the historical salary record.

Steps to Enable

No steps are required to enable this feature.

Support Separate Approval Rules for Personal Contribution and Individual Compensation

Define separate approval rules for personal contribution and individual compensation using the module identifier attribute. This attribute enables you to define a different approval hierarchy for each of the flow.

Transaction Manager

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

These examples show how you can use the module identifier attribute:

(Task.payload.transactionApprovalRequest.ModuleIdentifier == "Change Variable Allocation")

(Task.payload.transactionApprovalRequest.ModuleIdentifier == "Make Personal Contribution")

Condition

Assess your existing approval setup to identify impacts. You can also use the transaction console to query transactions separately.

Transaction Console

You can't define separate rules, but in the delivered Individual Compensation rule, you can create separate conditions that use the module identifiers.

Payroll

Global Payroll

Oracle Fusion Global Payroll is a high-performance, graphical, rules-based payroll management application. It’s designed to keep pace with the changing needs of your enterprise and workforce in order to reduce setup costs, administration, and processing time. It operates globally and consistently in every country supported by Oracle. It uses a highly scalable processing engine that takes advantage of the features of the Oracle database for parallel processing, resulting in optimal performance. In countries with payroll extensions delivered and supported by Oracle, the application delivers the calculations, tax reporting, and regulatory rules required to accurately process payroll and remain in compliance.

Proration of Costing Results

You can now prorate costing results on date-track updates of the costing setup information at various levels, such as Payroll Relationship, Payroll Assignment, Payroll Relationship Element, Payroll Assignment Element, and Element Entry. In order to prorate the costing results, you will need to define the events related to costing setup changes in proration event group and attach the proration event group to an element.

Steps to Enable

1. Edit your existing proration event group or create new event group with the following required entity and attribute details:
   1. Entity: CostAllocationDEO

Update Type: Update

Attribute: HISTORY_COMMENTS

2. Entity: CostAllocationDEO

Update Type: Insert

Attribute: N/A

3. Entity: CostAllocationDEO

Update Type: End Date

Attribute: N/A

2. Add the proration event group to the respective element.

Costing Results Report Using Extracts

You can use the new Run Payroll Costing Results report to view the costing process results. This report is developed using extract-based architecture which improves performance for large volumes of data. The following new user entities have been introduced to query the payroll costing results:

• ORA_PAY_COST_RESULT_UE used to query the detailed costing results.
• ORA_PAY_COST_SUMMARY_UE used to query the summary costing results.
• ORA_PAY_COST_ALLOCATION_ACCOUNT_UE used to report the individual costing segment information.

You can use the new user entities and database items to write your own extracts to query the costing results.

This new report is replacing the Run Payroll Costing Report. Please make plans to move to the new report soon, as the Run Payroll Costing Report will no longer be available to select in 19A, you will only see the new report Run Payroll Costing Results.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

We would suggest using the new report, “Run Payroll Costing Results”, as the existing report will be retired in 19A.

Multi-Language Support in Payslips

You can now generate individual payslips in the worker’s correspondence language of choice. Generate Payslips process can be run just once and the payslips for the various workers can be produced in different languages depending on what is set as the worker’s correspondence language.

The process translates:

• The metadata, the layout labels and static text on the payslip template
• The underlying data that comes from the transactional and setup tables and the data that is archived by the Payroll Archive process for the payslip

Steps to Enable

1. Set the process configuration parameter, Enable Payslip Translation, to ‘Y’, before running the Payroll Archive process. This needs to be set only once.
2. Although the worker correspondence language may be set to one of several languages, only those languages that are installed are supported for translation. If the correspondence language is not one of the installed languages, the Payslip is produced in the base language.
3. For the payslip data that is not delivered by Oracle (transactional data and user configurations), the translation must be entered in the application in addition to the base language text. For example, if the name of a user-created element and its associated balance definition must be translated, the translated value (for each of the installed languages that needs translation support) must be entered in the application.
4. The application now supports producing all Paper (Print) Payslips in a single file for ease of printing. However, for the payslip labels to be translated, each payslip must be produced in its own file by adding the Bursting configuration onto the Print delivery option within the Payslip extract definition. Please refer to the Key Resources section for more details.
5. For the payslip labels to be translated, set the Locale property of both Document of Records (DOR) and Print delivery options within the Payslip extract definition to "Correspondence Language". If you do not want the payslip labels to be translated, leave the Locale property blank or set to the base language, for example, ‘en-us’ for US English.

Tips And Considerations

When determining whether to turn on Payslip translation, consider how diverse the worker population is in terms of their preferred correspondence language and how many languages need to be supported. Plan to install the languages for which Payslip translation support is to be extended.

Key Resources

For more information about multi-language support for payslips, go to Applications Help for the following topics:

• Multi-language Support for Payslips: Explained
• Adding Bursting to Print Delivery Option: Procedure

Payroll Transfer Support for Assignment Level Element Entries

This feature will help the transfer of a worker from one payroll to another, such as from a weekly to a monthly payroll due to promotion or demotion.

In the event of a transfer, the processing date rules defined for earnings and deductions elements will control when entries are processed for a worker in the original and new payrolls. For example, your salary element is defined with a latest processing rule of last standard earnings date. A worker transfers from a weekly to monthly payroll on 15-MAR. The worker’s salary entry will become eligible for processing in the monthly payroll effective 15-MAR. The worker’s salary entry will no longer be eligible for processing in the weekly payroll effective 14-MAR.

Earnings and deductions that should continue to be processed on the original payroll after the transfer date, such as a non-recurring bonus, should be set with a latest processing rule of final close.

The new feature enables you to control when assignment level entries stop processing on the original payroll in the event of a payroll transfer.

Steps to Enable

No steps are required to enable this feature.

Removed Payroll Dependency for Non-Recurring Element Entries

This feature will help HCM Cloud customers to create non-recurring element entries for workers who are not assigned to a payroll such as a weekly payroll.

In this scenario, the non-recurring element entries will be created as a single date entry. For example, if an element entry is created for a worker effective 06-MAR, the entry will have a start and end date of 06-MAR.

This enhancement applies to HCM customers who are not running HCM Cloud Payroll. If you are using HCM Cloud Payroll you must assign payrolls to all workers.

Steps to Enable

No steps are required to enable this feature.

Process Bank Corrections File Flow Pattern

You can use the new Process Bank Corrections File flow pattern to reissue a check payment for a rejected EFT payment. The bank can reject an EFT payment because of:

• Invalid bank account details as the employee has closed their bank account without notifying the employer.
• Incorrect account number or invalid branch number due to closure of a bank or merger of a bank branch with another.

The new Process Bank Corrections File flow pattern includes the following payroll tasks:

1. Upload Bank Corrections File task stores the information entered in the Object Group HDL file into the object group table.
2. Update Personal Payment Methods task determines, through built in logic, whether the personal payment method needs end dating or updating.
3. Void Payment task marks the original payments as void.
4. Make External Payments task runs the external payment process to indicate that the payments voided in the previous task must be paid externally.
5. Generate Check Payments task runs the HCM extract report to retrieve the check number and other information from the external payment record to produce the report output.

Steps 3-5 only run if you have to reissue an external check for a rejected EFT payment.

NOTE: You can use the delivered default check template or configure the template to include additional attributes such as a company logo.

Since a payslip has already been issued, it is not generated in this flow task or flow.

Before you run the flow, you must first transform the information returned by the bank into the requisite Object Group HDL file format. You must provide a unique name in the ‘Object Group Name’ field each time you create an HDL file.  You must then load the Object Group HDL file into Web Centre Content. The name given in the HDL file is used to view the data stored in the Object Group UI.

Steps to Enable

No steps are required to enable this feature.

Personal Payment Method and Payslip Security Changes

You can now secure self-service personal payment method and payslip pages independently from professional personal payment method and payslip pages.

Prior to release 18B, the View Payslip aggregate privilege was given to Payroll Administrator, Payroll Manager, Payroll Payment Distribution Management and Employee roles. Now, in release 18B, the View Payslip aggregate privilege is only given to the Employee role to secure the self-service payslip page and the View Worker Payslip aggregate privilege is given to Payroll Administrator, Payroll Manager and Payroll Payment Distribution Management roles and to secure the professional payslip page.

Roles	Aggregate Privileges
Employee	View Payslip (ORA_PAY_VIEW_PAYSLIP_MANAGEMENT_DUTY)
Payroll Administrator Payroll Manager Payroll Payment Distribution Management	View Worker Payslip (ORA_PAY_VIEW_WORKER_PAYSLIP)

Prior to release 18B, the Manage Personal Payment Method aggregate privilege was given to Payroll Administrator, Payroll Manager, Payroll Interface, Human Resource Specialist and Employee roles.  Now, in release 18B, the Manage Personal Payment Method aggregate privilege is only given to the Employee role to secure the self-service personal payment method page and the Manage Worker Personal Payment Method aggregate privilege is given to Payroll Administrator, Payroll Manager, Payroll Interface and Human Resource Specialist roles to secure the professional personal payment method page.

Roles	Aggregate Privileges
Employee	Manage Personal Payment Method (ORA_PAY_PERSONAL_PAY_METHOD_MANAGEMENT_DUTY)
Payroll Administrator Payroll Manager Payroll Interface Human Resource Specialist	Manage Worker Personal Payment Method (ORA_PAY_VIEW_WORKER_PPM)

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

If you currently use View Payslip or Manage Personal Payment Method aggregate privileges to define custom professional roles, you should replace those aggregate privileges with View Worker Payslip and Manage Worker Personal Payment Method, respectively.

Flow Task Submission from Within a Checklist

After submitting a flow pattern, you can now submit additional flows from within the checklist. You can submit additional flows from a task in the submitted flow. The submitted additional tasks are processed in separate flows. For example, after you have submitted the Calculate Payroll Flow, you can add reports to view the payroll run results.

Use the Submit Related Flows option from the Actions menu on the Checklist page to select additional tasks. The input parameters for the additional tasks are defaulted from the initially submitted flow. If required, you can also edit the parameter values.

You can submit any number of additional tasks. The tasks are executed in the order in which you add them.

After you submit the additional tasks, they are shown as linked flows for the current flow instance.

Steps to Enable

No steps are required to enable this feature.

Payroll for Canada

Payroll for Oracle Fusion Human Capital Management for Canada supports country specific features and functions for Canada. It enables users to follow Canada's business practices and comply with its statutory requirements.

Sales Tax

Perform sales tax calculations on specific benefits in payroll, if the element is configured as such.  For the classifications below, you may now configure an element to calculate various sales taxes.

• Taxable benefits
• Employer liabilities
• Voluntary deductions

The sales taxes that may be calculated are below, as well as whether they apply to Federal and/or Provincial levels.

• Federal and Provincial
  • Harmonized Sales Tax (HST)
    • A combination of GST and PST
• Federal
  • Goods and Services Tax (GST)
• Provincial
  • Provincial Premium Tax (PPT)
  • Provincial Sales Tax/Quebec Sales Tax (PST/QST)
  • Retail Sales Tax on Insurance (RST)

SALES TAX RATES

You must run the Load Payroll Tax Information process to obtain the latest sales tax rates, which you can view in the log file created by the process.

ELEMENT TEMPLATES

The element templates for the element classifications below contain questions to determine if the various sales taxes apply to the element, as well as how it appears on the Statement of Earnings (SOE) and the employee’s payslip.

• Taxable benefits
• Employer liabilities
• Voluntary deductions

The element template questions are displayed below.  If you select to report the sales tax separately for the element, then the individual sales tax amounts are reported as separate line items on the SOE and the employee’s payslip.  Otherwise, if you select to report the sales tax amounts together for that element, then the values for each sales tax for that element will be combined with the element's base amount, and reported as one line item.

The following new input values exist on the base element related to sales tax.  The default for each sales tax is No.  The default for the Report Sales Tax Separately option is Yes.

• GST
• HST
• PPT
• PST
• RST
• Report Sales Tax Separately

Additionally, new shadow elements are created to process the sales tax functionality.  This applies to the main element and the retroactive element.  The shadow elements are created regardless if the specific sales tax was selected or not on the element.  The shadow elements are:

• <Base Element Name> Sales Tax Calculator
• <Base Element Name> GST Result
• <Base Element Name> HST Result
• <Base Element Name> PPT Result
• <Base Element Name> PST Result
• <Base Element Name> RST Result

BALANCES

The new balance types for the individual tax amounts are below.

• <element name> GST
• <element name> HST
• <element name> PPT
• <element name> PST
• <element name> RST

NOTE: If the related sales tax for the balance is not applicable, the balance will be zero.

INSURABLE EARNINGS

If the main element is subject to Employment Insurance (EI), the sales tax for taxable benefit elements also contributes to insurable earnings.

RST CALCULATION

The Retail Sales Tax on Insurance tax calculation considers both the province of employment on the tax card, as well as the province of residence.  Other sales tax calculations use only the province of employment.

If you configure both PPT and RST for an element, the RST will calculate on the base amount plus the PPT.

The details of the sales tax calculations for RST are below.  Employer-paid premiums relate to taxable benefit and employer liability elements, while employee-paid premiums relate only to voluntary deduction elements.

WORKERS' COMPENSATION AND PROVINCIAL MEDICAL

For taxable benefits, the workers’ compensation and provincial medical calculations are processed on the combination of the taxable benefit and sales tax amounts, if applicable.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

The new sales tax functionality is only available for new elements and will not impact existing elements.

The wage basis rules for sales tax are not used by the sales tax feature.  Instead, the element template questions that enable sales tax provide the functionality at an element level.

Key Resources

Refer to the Canada Information Center at the link below for additional information.

CANADA INFORMATION CENTER

https://support.oracle.com/rs?type=doc&id=2102586.2

HOT TOPICS EMAIL (TO RECEIVE CRITICAL STATUTORY LEGISLATIVE PRODUCT NEWS)

To receive important Fusion Canada Legislative Product News, you must subscribe to the Hot Topics Email feature available in My Oracle Support.

See My Oracle Support Document ID 2102586.2 (Information Center: Fusion Human Capital Management - Canada) for further details, and access the content at the location below.

CA – Welcome tab > Other Documents > How To Use My Oracle Support Hot Topics Email Subscription Feature

Payroll for China

Payroll for Oracle Fusion Human Capital Management for China supports country specific features and functions for China. It enables users to follow China's business practices and comply with its statutory requirements.

Social Security Validation Rule Added to the Payroll Data Validation Report

The Payroll Data Validation report now contains the social security validation rule. The report displays messages when the social security setup information is missing for a territory and contribution type.

Run the Run Payroll Data Validation Report process from the Payroll Checklist or Payroll Calculation work area to generate the Payroll Data Validation Report.

Payroll Validation Report

Steps to Enable

No steps are required to enable this feature.

HR Optimization

Workforce Rewards Transactional Business Intelligence

Oracle Fusion Transactional Business Intelligence is a real time, self-service reporting solution offered to all Oracle Cloud application users to create ad hoc reports and analyze them for daily decision-making.  Oracle Transactional Business Intelligence provides human resources managers and specialists, business executives, and line managers the critical workforce information to analyze workforce costs, staffing, compensation, performance management, talent management, succession planning, and employee benefits.

Don’t want to start from scratch building a report or analytics? Check out the library of sample reports for all products on Customer Connect on the Report Sharing Center.

Compensation

Compensation Manager - Improved Query Performance

We have improved the performance of the queries that leverage the Compensation Manager attributes by streamlining the objects in this dimension to lead to faster results.

Steps to Enable

No steps are required to enable this feature.

Compensation Manager Dimension - Performance Improvement

Check out the improved performance of the analyses that leverage the Compensation Manager Hierarchy dimension. The object changes to the compensation manager dimension provide a significant performance improvement without affecting the functionality of the dimension.

Steps to Enable

Customers should run the Synchronize Hierarchy process for the specific plan and period to retrieve the latest compensation hierarchy reflected in OTBI Reports. The process is available in Navigator > Scheduled Processes > Synchronize Hierarchy, or in Workforce Compensation > Manage Plans > Run Batch Processes > Synchronize Hierarchy. A process job log captures the parameters passed and indicates the number of records deleted or created to the new denormalized table.

Tips And Considerations

When to use the Synchronize Hierarchy process to populate the denormalized table:

• When the denormalized table CMP_CWB_HRCHY_CF_DN doesn't have any hierarchy data corresponding to the Plan and Period selected by customer.
• When the denormalized table CMP_CWB_HRCHY_CF_DN has older data than the CMP_CWB_HRCHY table (which is the source table for CMP_CWB_HRCHY_CF_DN and CMP_CWB_HRCHY_CF_DN_V).
• Whenever a hierarchy refresh is initiated in the application, there will be a checkbox available to refresh the compensation hierarchy for OTBI Reports.

Payroll

New Subject Area - Payroll-Payroll Flows Real Time

Enhance your payroll reporting with the addition of a new subject area to report on the payroll flow tasks and scheduled processes. With this enhancement you can monitor the payroll flow processes. You can check to see if any system failures have occurred during the process execution and check for any performance issues or delays in the run time.

The key metrics to analyze this data include the total processed records, unprocessed records, and error records. Additionally some of the other important attributes included are the start and end dates of the process, task status, and the payroll flow status.

Steps to Enable

No steps are required to enable this feature.

Bank Account Building Society Roll No in Payroll Subject Areas

Enhance your reporting on the Payroll subject areas including Personal Payment Methods and Payment Distribution with the inclusion of an additional attribute to report on the Building Society Roll Number of the bank accounts. This attribute is added to the Source and Target Bank folders. The name of the attribute in these folders is 'Secondary Account Reference'.

Steps to Enable

No steps are required to enable this feature.

Bank Details - Building Society Roll Number

Enhance your reporting on bank details in payroll subject areas with the new Building Society Roll Number attribute. This attribute is added to both the Source Bank and Target Bank folders. It is added to the following subject areas: Payroll - Personal Payment Details Real Time and Payroll - Payments Distribution Real Time.

Steps to Enable

No steps are required to enable this feature.

June Maintenance Pack for 18A

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
27 JUL 2018	Payroll for the United States: Tax Withholding Card Enhancement for Guam	Updated document. Revised feature information.
29 JUN 2018	Payroll Interface: ADP Workforce Now Integration	Updated document. Delivered feature in the June Monthly Maintenance Pack for 18A, which will also be included in the August Quarterly Maintenance Pack.
25 MAY 2018		Created initial document.

Overview

HCM Cloud applications have three types of patches you can receive that are documented in this What’s New:

• Release Updates (18A, 18B and 18C)
• Optional Monthly Maintenance Packs
• Quarterly Mandatory Maintenance Packs (delivered in February, May, August and November). All features that show in the Monthly Maintenance Packs will be included in the next Quarterly Mandatory Maintenance Pack, so no need to request the monthly maintenance packs.

It is important for you to know what Release Update you environment is on. You can find this in your Cloud Portal. If you are on Update 18A, you will only have features that are in 18A or the Monthly and Quarterly updates for 18A, you will not have 18B features until you are receive the 18B update. You can however read ahead on future release so you can make plans for when you will receive the next update.

This document outlines the information you need to know about new or improved functionality in Oracle HCM Cloud. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

If you are upgrading from Release 12, you should read all features up through the Release Update that you will receive in the upgrade. This can also be found in Cloud Portal.

This guide outlines the information you need to know about new or improved functionality in Oracle HCM Cloud Release 13. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

Oracle HCM Cloud release documents are delivered in five functional groupings:

Suggested Reading for all HCM Products:

• HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)
• Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information.  Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)

NOTE: Not all Global Human Resource features are available for Talent and Compensation products.

Optional Reading for HCM Products (Depending on what products are in your cloud service):

• Talent Management Cloud (All Talent applications)
• Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)
• Workforce Management Cloud (Absence Management and Time and Labor)

Additional Optional Reading:

• Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM)

NOTE: All of these documents can be found on the Oracle Help Center at: https://cloud.oracle.com/saasreadiness/hcm under Human Capital Management Release Readiness.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New for Release 13 in the body or title of the email.

Feature Summary

Payroll

Payroll for Canada

Sales Tax

Perform sales tax calculations on specific benefits in payroll, if the element is configured as such.  For the classifications below, you may now configure an element to calculate various sales taxes.

• Taxable benefits
• Employer liabilities
• Voluntary deductions

The sales taxes that may be calculated are below, as well as whether they apply to Federal and/or Provincial levels.

• Federal and Provincial
  • Harmonized Sales Tax (HST)
    • A combination of GST and PST
• Federal
  • Goods and Services Tax (GST)
• Provincial
  • Provincial Premium Tax (PPT)
  • Provincial Sales Tax/Quebec Sales Tax (PST/QST)
  • Retail Sales Tax on Insurance (RST)

SALES TAX RATES

You must run the Load Payroll Tax Information process to obtain the latest sales tax rates, which you can view in the log file created by the process.

ELEMENT TEMPLATES

The element templates for the element classifications below contain questions to determine if the various sales taxes apply to the element, as well as how it appears on the Statement of Earnings (SOE) and the employee’s payslip.

• Taxable benefits
• Employer liabilities
• Voluntary deductions

The element template questions are displayed below.  If you select to report the sales tax separately for the element, then the individual sales tax amounts are reported as separate line items on the SOE and the employee’s payslip.  Otherwise, if you select to report the sales tax amounts together for that element, then the values for each sales tax for that element will be combined with the element's base amount, and reported as one line item.

The following new input values exist on the base element related to sales tax.  The default for each sales tax is No.  The default for the Report Sales Tax Separately option is Yes.

• GST
• HST
• PPT
• PST
• RST
• Report Sales Tax Separately

Additionally, new shadow elements are created to process the sales tax functionality.  This applies to the main element and the retroactive element.  The shadow elements are created regardless if the specific sales tax was selected or not on the element.  The shadow elements are:

• <Base Element Name> Sales Tax Calculator
• <Base Element Name> GST Result
• <Base Element Name> HST Result
• <Base Element Name> PPT Result
• <Base Element Name> PST Result
• <Base Element Name> RST Result

BALANCES

The new balance types for the individual tax amounts are below.

• <element name> GST
• <element name> HST
• <element name> PPT
• <element name> PST
• <element name> RST

NOTE: If the related sales tax for the balance is not applicable, the balance will be zero.

INSURABLE EARNINGS

If the main element is subject to Employment Insurance (EI), the sales tax for taxable benefit elements also contributes to insurable earnings.

RST CALCULATION

The Retail Sales Tax on Insurance tax calculation considers both the province of employment on the tax card, as well as the province of residence.  Other sales tax calculations use only the province of employment.

If you configure both PPT and RST for an element, the RST will calculate on the base amount plus the PPT.

The details of the sales tax calculations for RST are below.  Employer-paid premiums relate to taxable benefit and employer liability elements, while employee-paid premiums relate only to voluntary deduction elements.

WORKERS' COMPENSATION AND PROVINCIAL MEDICAL

For taxable benefits, the workers’ compensation and provincial medical calculations are processed on the combination of the taxable benefit and sales tax amounts, if applicable.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

The new sales tax functionality is only available for new elements and will not impact existing elements.

The wage basis rules for sales tax are not used by the sales tax feature.  Instead, the element template questions that enable sales tax provide the functionality at an element level.

Key Resources

Refer to the Canada Information Center at the link below for additional information.

CANADA INFORMATION CENTER

https://support.oracle.com/rs?type=doc&id=2102586.2

HOT TOPICS EMAIL (TO RECEIVE CRITICAL STATUTORY LEGISLATIVE PRODUCT NEWS)

To receive important Fusion Canada Legislative Product News, you must subscribe to the Hot Topics Email feature available in My Oracle Support.

See My Oracle Support Document ID 2102586.2 (Information Center: Fusion Human Capital Management - Canada) for further details, and access the content at the location below.

CA – Welcome tab > Other Documents > How To Use My Oracle Support Hot Topics Email Subscription Feature

Payroll for the United States

Payroll for Oracle Fusion Human Capital Management for the United States supports country specific features and functions for the United States. It enables users to follow the United States business practices and comply with its statutory requirements.

Electronic Income Withholding Orders Inbound Process Enhancement

We have enhanced the processing of electronic income withholding orders (e-IWO) inbound process with new handling of the employee work state.  If the issuing state on the incoming order is not the employee’s work state, the inbound process now uses the employee’s work state to create or update the Involuntary Deductions card component.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

The storage table now includes an Employee Work State field, derived from the State for Unemployment Calculation on the Federal W-4 card.

For employees working in multiple states, the process uses the issuing state.

Key Resources

For more information go to My Oracle Support for the following document:

• Oracle Fusion HRMS (US): Electronic Income Withholding Orders Processing Guide (Document ID 2238172.1)

Tax Withholding Card Enhancement for Guam

We have updated the Guam regional component of employee Tax Withholding card.  You can now make your updates directly on the Guam component rather than on the Federal component.

Steps to Enable

Prior to updating any Guam employee tax cards, you must perform the following one time operation:

1. Ensure you have the latest tax information from Vertex by running the Load Payroll Tax Information for US process.

2. Run the Synchronize Calculation Cards process from the Checklist work area, and select the Synchronize GU Filing status between federal and state components mode.

Synchronize GU Filing Status Between Federal and State Components Calculation Mode

This process copies the following values from the Federal component on the tax card to the Guam component, using the employee’s hire date as the effective date:

• Filing Status
• Allowances
• Additional Tax

This process does not capture any historical data.

These values are valid as of the synchronization process run date.

Key Resources

For more information go to the following topic in Application Helpl:

• Loading Payroll Tax Information for the US: Explained

Payroll Interface

Oracle Fusion Global Payroll Interface supports features to send personal payroll information to third-party payroll providers and then to import processed payroll data into Oracle Fusion Global HR. You can copy and modify predefined extract definitions to meet the requirements of your third-party payroll provider. Before extracting data, payroll coordinators can optionally run the Calculate Gross Earnings process to calculate periodic values to validate gross earnings calculations. If you import processed payroll data or payslips from your third-party payroll provider, the data is available for further reporting and analysis.

ADP Workforce Now Integration

You can now use the Global Payroll Interface Report extracts with ADP Workforce Now payroll for third-party processing.

Use the predefined flow pattern to extract global and country-specific fields for US in a CSV format to comply with the Workforce Now standards.

The application captures the relevant data in the following extended flexfield contexts:

• GPI Workforce Now extended Employment Information 
• GPI Workforce Now extended Additional Payroll Information

Use the payroll grouping parameter to extract multiple payrolls data in a single file.

Follow these steps to run the extract flow pattern:

1. In the Payroll work area, select Checklist
2. On the Payroll Checklist page, click the Tasks panel
3. Click Submit a Process or Report
4. On the Submit a Process or Report page, select the required LDG
5. In the Process or Report section, search for and select Run Payroll Interface For ADP Workforce Now

Submit a Process or Report

6. Enter the required parameters.

Enter the Parameters

7. Click Next to open the Submit a Process or Report: Enter Flow Interaction page
8. Click Next to open the Submit a Process or Report: Schedule page
9. Click Next to open the Submit a Process or Report: Review page
10. Click Submit
11. In the Confirmation dialog box, click OK and View Checklist

WFN Payroll Flow

12. Click Go to Task
13. On the Payroll Flow page, select View Results from the Actions option

Review Results

14. On the View Results dialog box, click OK

Steps to Enable

Follow the steps given below to enable the flexfield segments at Assignment:

1. Navigate to the Payroll Checklist work area.
2. Click the Submit a Process or Report task.

Navigation to Checklist

3. Search for Manage Global Payroll Interface Features flow.
4. Select the flow and click Next.

Select the Flow Pattern

5. On the flow parameter page, provide a meaningful Payroll Flow Name.

In the Activate Usage drop down, select Yes.

In the Feature field, search for and select Assignment EIT Information EFF.

Select the Feature

6. In the Component field, search for and select GPI Workforce Now Extended Employment Information.

Select the Component

In the Subcomponent field, search for and select the required subcomponent.

NOTE: If you want to enable all the fields, choose “All”.

7. Submit the flow.
8. To enable the additional data available under Person, repeat the above steps using the following details:

Feature: Assignment EIT Information EFF

Component : GPI Workforce Now Extended Payroll Additional Information

Subcomponent : Select the subcomponents as applicable.

NOTE: Features and the subcomponents under them to be enabled for your implementation depend on the recommendation given by ADP for your implementation. Please consult with ADP before enabling the features and subcomponents.

9. Submit the flow.
10. Navigate to the Setup and Maintenance.
11. Search for and select the task Manage Extensible Flexfields.

12. Navigation to Manage Extensible Flexfields In the Name field, enter Assignment EIT Information and click Search.
13. In the Search Results section, select Assignment EIT Information EFF row and click Deploy Flexfield.

Deploy Flex Field

14. Ensure the deployment completes successfully and the Deployment Status column shows a green check mark.

Tips And Considerations

The level of extended data capture and additional configurations (Value sets, Object Groups and so on) required may vary by individual implementation depending on the customer requirements and the data required by ADP Workforce Now. Finalize the details after analyzing the Implementation guides provided by both Oracle and ADP.

May Maintenance Pack for 18A

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
27 APR 2018		Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in Oracle HCM Cloud Release 13. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

Oracle HCM Cloud release documents are delivered in five functional groupings:

Suggested Reading for all HCM Products:

• HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)
• Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)

NOTE: Not all Global Human Resource features are available for Talent and Compensation products.

Optional Reading for HCM Products (Depending on what products are in your cloud service):

• Talent Management Cloud (All Talent applications)
• Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)
• Workforce Management Cloud (Absence Management and Time and Labor)

Additional Optional Reading:

• Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM)

NOTE: All of these documents can be found on the Oracle Help Center at: https://cloud.oracle.com/saasreadiness/hcm under Human Capital Management Release Readiness.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New for Release 13 in the body or title of the email.

Feature Summary

Payroll

Payroll for the United Kingdom

Payroll for Oracle Fusion Human Capital Management for the United Kingdom (UK) supports country specific features and functions for the UK. It enables users to follow the UK's business practices and comply with its statutory requirements.

Reporting P11D and P11D(b)

You can use the new processes for calculating the cash equivalent values for your employee benefits and expenses to report on the P11D statements.  In addition, you can also transmit this information in the form of an XML file to HMRC.

You must send your P11D(b) employer declaration together with the P11D employee data in the same file.  Functionality has been added to allow you to modify the P11D(b) information before you submit the P11D data to HMRC.

The following new predefined processes are available:

• Run P11D Archive and Generate Reports
• Generate Paper P11D

You can leverage these processes to produce P11D reports, both online and PDF versions.  The processes also generate the XML file with employee data and the P11D(b) employer declaration data that you can submit to HMRC.

You can run the process Run P11D Archive and Generate Reports to process the information entered on the Pensions and Benefits calculation card and card components. This data is used to produce the P11D employee statements, P11D(b) employer declaration, and to generate the XML file for transmission.

You must set the following parameters to run this process:

• Payroll Statutory Unit
• Tax Reporting Unit
• Date in Tax Year
• Payroll Relationship Group
• Process Configuration Group

There are a set of manual tasks on this process that must be set as complete as described:

• Archive P11D
  • Creates the P11D and P11D(b) audit reports
  • Generates the XML file
• Run P11D Errors and Warnings Report
  • Generates the Errors and Warnings report
• View P11D Audit Reports (manual task)
  • Mark this as complete when you have checked all the audit reports
• Generate Online P11D
  • This is an administrator task that is required and does not generate the actual P11D
• Enter and Confirm P11D(b) Adjustments (manual task)
  • Enter any P11D(b) adjustment on the organization calculation component P11D(b) Adjustments
  • Then you can mark this task as complete to complete the remainder of the tasks
• Apply P11D Adjustments
  • This applies the adjustments to the P11D(b) record for output to the XML generated in the next step
• Generate P11D XML
  • Generates the XML file for employee data and P11D(b) information
  • Generates Audit report for P11D(b)
• Generates the Online P11D statements and Worksheets – This is displayed on Document Records for employee access.

Once the XML file for P11D is generated, you can send it using the HMRC File Submission Process. The process is updated to show the P11D Archive and Generate Reports payroll flow in the Flow Pattern parameter.

Run the process Generate Paper P11D to produce P11D employee statements and P11D(b) as a PDF file for printing.

You must set the following parameters to run this process:

• Payroll Statutory Unit
• Tax Reporting Unit
• Payroll Flow
• Payroll Relationship Group (for a set of employees)
• Include Leavers (to include leavers for paper P11D)
• Delivery Preference (to indicate if the delivery preference set up at Document Records or if TRU is to be used)
• Process Configuration Group (to log system information, do not enter a value unless advised by Oracle Support)

You can use the PDF file from this process to produce paper copies for your employees, as required.

The predefined templates for P11D statement and Worksheets are used.

Steps to Enable

No steps are required to enable this feature.

April Maintenance Pack for 18A

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
30 MAR 2018		Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in Oracle HCM Cloud Release 13. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

Oracle HCM Cloud release documents are delivered in five functional groupings:

Suggested Reading for all HCM Products:

• HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)
• Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)

NOTE: Not all Global Human Resource features are available for Talent and Compensation products.

Optional Reading for HCM Products (Depending on what products are in your cloud service):

• Talent Management Cloud (All Talent applications)
• Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)
• Workforce Management Cloud (Absence Management and Time and Labor)

Additional Optional Reading:

• Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM)

NOTE: All of these documents can be found on the Oracle Help Center at: https://cloud.oracle.com/saasreadiness/hcm under Human Capital Management Release Readiness.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New for Release 13 in the body or title of the email.

Feature Summary

Payroll

Payroll for the United Kingdom

Payroll for Oracle Fusion Human Capital Management for the United Kingdom supports country specific features and functions for the United Kingdom. It enables users to follow the United Kingdom's business practices and comply with its statutory requirements.

Gender Pay Gap Reporting

You can use the new process Run UK Gender Pay Gap Report to extract the required data into a comma-separated values (CSV) file to calculate gender pay gap figures.

The following predefined balances are available for this process:

• Gender Pay Gap Reporting Ordinary Pay
• Gender Pay Gap Reporting Bonus Pay

To maintain these balances, you must setup the balance feeds from the relevant elements.

Steps to Enable

No steps are required to enable this feature.

Scottish Income Tax Rates and Bands

You can comply with legislative changes announced by the Scottish Government recently for the tax bands for the year 2018-2019. The changes announced apply to the intermediate and higher rate bands as follows:

SCOTTISH RATE OF INCOME TAX (SRIT) TAX BANDS

Rate	Percentage	Taxable Income (£)
Starter Rate	19	0 - 2,000
Basic Rate	20	2,001 – 12,150
Intermediate Rate	21	12,151 – 31, 580*
Higher Rate	41	31,581 – 150,000
Top Rate	46	Above 150,000

*The original proposed value was £32,423, but this was revised recently.

All other SRIT changes were previously included in Release 12, March Monthly Update.

Steps to Enable

There are no steps to enable this feature. However, you must set up the required elements to feed the new balances.

Payroll for the United States

Payroll for Oracle Fusion Human Capital Management for the United States supports country specific features and functions for the United States. It enables users to follow the United States business practices and comply with its statutory requirements.

Employee Active Payroll Balance Report Enhancement for Pennsylvania Locals

We have enhanced Employee Active Payroll Balance report with the addition of a new balance level for Pennsylvania Locals. This balance level includes information specific to Pennsylvania Act 32 local balances, such as the tax collection district code and the work and resident political subdivision codes.

Steps to Enable

No steps are required to enable this feature.

Update 18A

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
26 JUL 2019	Global Payroll: Transfer of Worker's Payroll During Mass Global Transfer	Updated document. Revised feature information.
29 MAR 2019	Global Payroll: Enhancement to Organization Payment Method Overrides in Prepayments	Updated document. Revised feature information.
29 JUN 2018	Global Payroll: Single PDF for Printing Payslips	Updated document. Revised feature information.
23 FEB 2018	Global Payroll: Correct Worker’s Hire Date After Running Payroll for the Worker	Updated document. Revised feature information.
19 JAN 2018		Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in Oracle HCM Cloud Release 12. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

Oracle HCM Cloud release documents are delivered in five functional groupings:

Suggested Reading for all HCM Products:

• HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)
• Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)

NOTE: Not all Global Human Resource features are available for Talent and Compensation products.

Optional Reading for HCM Products (Depending on what products are in your cloud service):

• Talent Management Cloud (All Talent applications)
• Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)
• Workforce Management Cloud (Absence Management and Time and Labor)

Additional Optional Reading:

• Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM)

NOTE: All of these documents can be found on the Oracle Help Center at: https://cloud.oracle.com/saasreadiness/hcm under Human Capital Management Release Readiness

Customers Upgrading from Release 12

If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness content for Release 13 (updates 17B - 17D, as well as, updates 18A - 18B) to learn about all of the features available in release 13.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New for Release 13 in the body or title of the email.

Feature Summary

Benefits

Benefits

Oracle Fusion Benefits is a complete, configurable and flexible global solution that enables organizations to successfully evolve and adapt to the unique needs of their workforce. The solution enables setup of traditional plans to highly complex plans that selectively target different workforce segments with different benefit packages. Self-service capabilities present the user with a ready to use intuitive guided enrollment process with contextual information and embedded analytics.

View Past, Current and Future Enrollments More Easily

Participants can now see what benefits they are enrolled on the current date, in the past, or in the future more easily. Previously, they needed to toggle between the current and future tabs in the self-service pages to access this information. With this feature, they can see all the information they require on the same page.

The Effective Date field in the enrollment summary page has been enhanced to support this feature. Participants can now select a date between three years in the past from the current date up to one year in the future to see their enrollments.

The Effective Date Field

When participants select a date, programs and plans-not-in-programs that they are enrolled on that date appear. Also, if there’s only a single program or plan-not-program that the participant is covered on that date, then the details of that program or plan appear directly.

Steps to Enable

No steps are required to enable this feature.

Create Vacation or Sick Time Sell Plans

Enable participants to sell vacation or sick time during open enrollment or an annual anniversary. When participants make their elections to specify how much time to sell and when, the information is sent to Oracle Fusion Absence Management for further processing, such as updating absence balances.

Participants Selling Vacation Time During Self-Service Enrollment

Benefits administrators too can use the modified enrollment pages to make these choices on behalf of participants. They can also view the enrollment results.

Administrators Selling Vacation Time on Behalf of Participant in Enrollment Work Area

Participants can also see their absence balance as of the date when they’re making elections. Administrators too can see the absence balance in the enrollment work area. The Absence Balance column is hidden by default. On the View menu, click Columns, and select the Absence Balance column.

Display of Absence Balance on the Enrollment Page

You can upload enrollments using the standard enrollment spreadsheet loader in the Evaluation and Reporting work area. After participants make their elections, you use the Close Enrollment process to send the results to Absence Management. This process has been enhanced to support this feature.

Diagnostic reports have also been modified to support additional columns to display information about vacation and sick time sale. The Program Benefits diagnostic report now displays the plan function code in the Enrollment Opportunities at Compensation Object Level section and the Compensation Object Hierarchy section. New columns have also been added to the Enrollment Result Details section: Type Name, Type Value Meaning, and Absence Plan. The Enrollment Result Amount Details section displays two new columns: Type Name and Type Value Meaning.

A new reason called Elected Absence Choice Details is now available in the Person Benefit diagnostic report. This information comes from the absence staging table for all enrollments linked to the absence plan. New database items to support this feature are available.

Steps to Enable

This feature is available by default, but requires setup in the Plan Configuration work area. Several pages in the Plan Configuration work area have been enhanced to support this feature.

• When you create or edit a benefit plan, select one of the following newly available plan functions:
  • Vacation Sell
  • Sick Time Sell

• When you select any of these plan functions, you can select an absence plan from the Absence Plan field. From a reporting perspective, these functions enable you to distinguish between types of absences that participants can use for selling time. Also, the sick time sell plan function enables the display of the absence balance in both the enrollment and self-service pages.

• Use the new Manage Rate and Coverage User Values page to create non-monetary lists of values to appear for selection during enrollment. In the context of selling vacation or sick time, these values enable participants to select how much time they’d like to sell and when they’d like to receive payment for the sale. 

For example, you create a user value set if you want participants to select the amount of time to sell, such as 8, 16, 24, or 32 hours. If required, create another user value set to enable participants to select the pay period in which they want to receive the sale proceeds – for example, Pay Period 1, Pay Period 4, Pay Period 8, and Pay Period 12.

The Edit Rate and Coverage User Values Page

• After you define the user values, you use the rates functionality to create a rate for the benefit plan you created. A new calculation method called User Values enables you to associate the user value set with the rate.

The User Value Set that you Associate with the Rate Using the New Calculation Method

• You also create a coverage using the existing coverages functionality. The purpose of creating a coverage is so participants can select the pay period in which to receive the sale proceeds, during enrollment. If you created a user value set for pay period selection, then you select that user value set.

  The Setup Source of the User Value Sets that Appear on the Enrollment Page

Tips And Considerations

• You can integrate this functionality with Oracle Fusion Absence Management for further processing, such as absence balance updates. To integrate, you must associate an absence plan with the benefit plan. The Absence Plan list appears when you select one of the newly added plan functions while creating or editing a benefit plan. After the enrollment, use the existing Close Enrollment process to transfer the enrollment information to Absence Management.
• If a life event is in the Started status, you cannot change the absence plan or plan function of the corresponding benefit plan.
• Rates that you create for these plans are set to Primary by default because you want participants to necessarily select a value during enrollment. Also, enrollment rules that you configure must require participants to make an explicit choice during enrollment. So, you must select the enrollment rule Current choose only, new can choose.
• You can use variable rates to vary the display of user value sets based on eligibility. The treatment code is automatically set to Replace.
• When you create or edit a user value set, the user value code that uniquely identifies a user value must be numeric.
• You cannot configure these benefit plans for unrestricted enrollment.
• You can configure vacation and sick time sell plans at the plan level, and not at the option-in-plan level. The following related features do not apply - dependent eligibility, designation requirement for dependents, beneficiaries, action items, certifications, interim rules, and suspend rules.
• You cannot create spending options or define rollover rates as these are benefit plans that only enable participants to sell absence time.

Create List of Values to Appear on Enrollment Pages

Take advantage of the new Manage Rate and Coverage User Values page to create lists of values that you want to display on the enrollment pages. For example, you can record information during enrollment about smokers in your organization. In another example, you can enable participants to choose a specific amount of vacation time to sell during a benefits enrollment window.

To access this page, in the Plan Configuration work area, Tasks panel, click Manage Rate and Coverage User Values.

The Edit Rate and Coverage User Values Page

Steps to Enable

No steps are required to enable this feature.

Determine Eligibility Based on Unions and Collective Agreements

You can now determine benefits eligibility using unions and collective agreement information. There is now a new tab called Labor Relations that contains these new eligibility criteria.

To access the new eligibility criteria, in the Plan Configuration work area, select the Eligibility Profiles tab. Click Create. The Labor Relations tab is available in the Eligibility Criteria section.

The New Labor Relations Tab

Steps to Enable

No steps are required to enable this feature.

Compensation

Compensation

Oracle Fusion Compensation enables your organization to plan, allocate, and communicate compensation using the most complete solution in the market. Make better business decisions using embedded analytics and a total compensation view of workers, regardless of geographic location or pay package components.

Enable Salary Range Differentials by Business Unit

We added additional criteria to the Manage Salary Range Differentials task.You can now configure the salary range differential profile by location, business unit, or business unit and location. Previously, location was the only criteria available.

Additional Manage Salary Range Differentials Criteria

Steps to Enable

No steps are required to enable this feature.

Payroll

Global Payroll

Oracle Fusion Global Payroll is a high-performance, graphical, rules-based payroll management application. It’s designed to keep pace with the changing needs of your enterprise and workforce in order to reduce setup costs, administration, and processing time. Global Payroll operates consistently in every country supported by Oracle. It uses a highly scalable processing engine that takes advantage of the features of the Oracle database for parallel processing, resulting in optimal performance. In countries with payroll extensions delivered and supported by Oracle, the application delivers the calculations, tax reporting, and regulatory rules required to accurately process payroll and remain in compliance.

Enhancement to Organization Payment Method Overrides in Prepayments

You can now configure the new 'Overrides OPM or Payment Source in the Prepayment Process' action parameter for the prepayment process to allow you to identify which payments will be affected by the override organization payment method or payment source entered. For example, when running the prepayment process for a terminated employee's payroll, the employee is to be paid by check, instead of EFT as defined on their personal payment methods, and the employee's remaining loan payment is to be paid by EFT, as defined on the third-party payment method. Configuring the action parameter to 'E - Employee Only' and entering the Organization Payment Method parameter to 'Check', the process will override the employee's EFT payment method for the employee's pay but will not override the employee's EFT to a third-party.

Steps to Enable

To use this feature, add the 'Overrides OPM or Payment Source in the Prepayment Process' action parameter and set the override value in the Manage Payroll Process Configuration UI.

Manage Payroll Process Configuration Values

Key Resources

For more information, go to Application Help for the following help topic:

• Payroll Process Configuration Groups: Explained

Balance Group Extract Definition Reporting

The Employee Balance Group Report extract definition is a predefined  template for reporting employee level balances. You may define your own balance groups to select the balances you wish to include in the report. The options will enable users to:

• Create their own Balance Group with only the balances they need
• Create a Balance Group Usage for their custom report

The extract definition is used to extract the payroll balances based up on the balance group usage parameter.

Steps to Enable

No steps are required to enable this feature.

Correct Worker’s Hire Date After Running Payroll for the Worker

You can now correct a worker’s hire date after running payroll processes and have access to all the worker's payroll processes after the hire date has been updated. For example, you hire and pay a worker then you are informed the worker joined the company on a later date, you can now correct the hire date and still view the worker's payroll results.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Worker's payroll details need to be corrected, such as reverse a payroll run, before the hire date is corrected. Once the hire date is corrected, the user will not be able to update the payroll records prior to the new hire date.

Transfer of Worker's Payroll During Mass Global Transfer

You can now automatically transfer a worker's payroll frequency to their new employment record during a mass global transfer. For example, if a worker is assigned to the ‘Payroll A Weekly’ payroll on their original employment record, you now have the option, using mass global transfer, to automatically transfer this payroll record, to include the frequency, to their new assignment record within the same Legislative Data Group.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

This new feature is transferring payroll frequency, all other payroll information, such as element entries, will need to be entered.

Single PDF for Printing Payslips

Unlike online payslips that are accessed by employees directly, paper payslips need to be printed first and then handed to the employee. You can now generate the payslips of workers, who have opted for paper payslips, through a single output file. This makes it easier to print the payslip on to paper.

Steps to Enable

No steps are required to enable this feature.

Payroll for China

Payroll for Oracle Fusion Human Capital Management for China supports country specific features and functions for China. It enables users to follow China's business practices and comply with its statutory requirements.

Include Leave Payment and Deduction in Tax and Social Security Calculation and Reporting

To relieve payroll users from performing absence data collection and setup for payroll processing, assuring better data quality and timeliness, and to reduce the time payroll users spend on handling retroactive changes, Absence Management has now been integrated with Payroll.

Leave payment and deduction is now included in tax and social security calculation and reporting. For leave types that require payment and/or deduction to be made during the payroll calculation, such as annual leave cash-out and personal leave, the absence information now flows from Absence Management to Payroll.

Leave payment and deduction is calculated during the payroll run, and the incurring payment and/or deduction amount is included in the monthly individual income tax calculation and reporting, as well as in the corresponding social security contribution calculation.

Negative leave payment can also be made when an employee is on unpaid leave and long-term sick leave. To show a positive deduction amount, you may create a pretax non-statutory deduction element, feed the net pay to the element, and turn the negative amount to positive with a formula.

The absence payment and deduction calculation now:

• Considers leave payment and deduction by day.
• Shows the difference (net pay) in the summary region of the statement of earnings. This difference is also taken into consideration during tax and social security calculation.
• Shows both the payment and deduction in the detail region of the statement of earnings by day.

Absence Payment and Deduction Calculation

The absence amount is shown under the taxable earnings region on the payslip.

Absence Amount on Payslip

The absence amount is also included in the delivered tax reports.

Steps to Enable

To set up the solution:

1. Create rates for use in calculating leave payment and/or deductions.
2. Create absence elements.
3. Attach these absence elements to leave plans.

Tips And Considerations

The integration only needs to be set up if a leave type triggers:

• Additional payment and/or deduction in the payroll calculation when an employee takes the leave, or
• Payment in payroll calculation when an employee encashes unavailed leave balances, if any.

For leave types such as marriage leave, setting up integration is not necessary as the employee is under normal salary pay and no additional payment is made.

If the integration is implemented after you have gone live with Payroll, a new set of absence elements needs to be created and attached to existing leave plans.

Payroll for Kuwait

Payroll for Kuwait supports country specific features and functions for Kuwait. It enables users to follow Kuwait’s business practices and comply with its statutory requirements.

Gratuity Payment Element: Retroactive Element

The gratuity payments process has now been further simplified by providing a retroactive element. This element allows retroactive changes to gratuity payments or processes an agreed late payment of gratuity.

For example, an employee with 30th April as the termination date may have an agreement that the final payment will be made later, for example 4th May. In order to pay gratuity at the agreed date, the retro process will first verify that the gratuity payment element has not been processed, and then generate the gratuity payment retro element with the appropriate details for the correct payment.

Gratuity Payment Retroactive Element

The gratuity calculation card has also been updated to be able to process gratuity payments at different agreed dates.

Steps to Enable

No steps are required to enable this feature.

Prevent Duplicates of Employee Social Insurance Calculation Card

The employee social insurance details calculation card can be generated automatically on new hire, or created manually.

To assure data validity, employee social insurance details calculation cards cannot be duplicated in Kuwait. An error message is generated if an attempt is made to manually create a duplicate social insurance details calculation card.

Create Duplicate Calculation Card

Error Message on Attempted Duplication

Steps to Enable

No steps are required to enable this feature.

Gratuity Calculation Card Update

The date mode for the Kuwait gratuity calculation card has now been set to the date earned. This means that the payroll process can now select the gratuity element for calculation in a payroll period that is different from the actual termination date payroll period.

Gratuity Calculation Card

This update corresponds to the newly introduced retroactive element that allows retroactive changes to gratuity payments or processes an agreed late payment of gratuity.

Steps to Enable

No steps are required to enable this feature.

Payroll for Qatar

Payroll for Qatar supports country specific features and functions for Qatar. It enables users to follow Qatar's business practices and comply with its statutory requirements.

Social Insurance Calculation Update

The calculation value definitions for the following employee and employer rates reflect the latest legislative update for GCC citizens working in Qatar:

• Bahrain employee rate for those working in the government sector.
• Bahrain employer rate for those working in the government sector.
• Oman employer rate for those working in the government sector.
• UAE employee rate for those working in the private or government sector.
• UAE employer rate for those working in the private or government sector.

Social Insurance Calculation Value Definition Details

Steps to Enable

No steps are required to enable this feature.

Payroll for the United Arab Emirates

Payroll for the United Arab Emirates (UAE) supports country specific features and functions for the UAE. It enables users to follow the UAE’s business practices and comply with its statutory requirements.

Gratuity Payment Element: Retroactive Element

The gratuity payments process has now been further simplified by providing a retroactive element. This element allows retroactive changes to gratuity payments or processes an agreed late payment of gratuity.

For example, an employee with 30th April as the termination date may have an agreement that the final payment will be made later, for example 4th May. In order to pay gratuity at the agreed date, the retro process will first verify that the gratuity payment element has not been processed, and then generate the gratuity payment retro element with the appropriate details for the correct payment.

Gratuity Payment Retroactive Element

The gratuity calculation card has also been updated to be able to process gratuity payments at different agreed dates.

Steps to Enable

No steps are required to enable this feature.

Prevent Duplicates of Employee Social Insurance Calculation Card

The employee social insurance or pension fund details calculation card can be generated automatically on new hire, or created manually.

To assure data validity, employee social insurance or pension fund details calculation cards cannot be duplicated in the UAE. An error message is generated if an attempt is made to manually create a duplicate social insurance or pension fund details calculation card.

Create Duplicate Calculation Card

Error Message on Attempted Duplication

Steps to Enable

No steps are required to enable this feature.

Social Insurance Contributions Bank Account Format

Employees registered with the General Pension and Social Security Authority (GPSSA) have their own accounts with GPSSA, which are in the following format:

• Country Code (AE) + GPSSA ID (008510) + Emirates ID

The employer transfers both the employee and employer social insurance contribution amounts every month to this bank account.

A third party organization must be created for each social insurance office as an external payee, and the relevant third party must be associated with the social insurance or pension fund details component of the social insurance or pension fund details calculation card, for each employee.

The EFT process uses the details from the social insurance external payee and the Emirates ID of the employee to create the required bank account number.

Steps to Enable

This solution can be set up through the following tasks:

• The Manage Third Parties task in Payment Distribution; and
• The Manage Calculation Cards task in Payroll Calculation.

In Payment Distribution:

1. Go to the Manage Third Parties task.
2. Create a third party organization as an external payee.

   

   Create Third Party

   

   Third-Party Organization Details

3. Create a payment method for the third party.

Create Third-Party Payment Method Message

Create Third-Party Payment Method

4. Create a bank account.

   

   Create Bank Account

In Payroll Calculation:

Calculation Component Details

Calculation Component Details (Continued)

Payroll for the United States

Payroll for the United States of America (US) supports country specific features and functions for the US. It enables users to follow the US's business practices and comply with its statutory requirements.

New York Family Leave Insurance Deduction

We have made it easier for you to calculate New York Family Leave Insurance deductions for eligible employees.  The new NY State Disability calculation component enables this deduction at the payroll statutory unit and tax reporting unit levels. All employees associated with those organizations would become eligible.

On the enterable calculation values for the State Disability calculation component, enter N to enable these deductions.

NY Family Leave Insurance Deduction

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

If you have already set up your own Family Leave Insurance deductions for 2017, you must end date those deductions for the last payroll period in 2017 before enabling this deduction.

Transactional Business Intelligence

Workforce Rewards Transactional Business Intelligence

Oracle Fusion Transactional Business Intelligence is a real time, self service reporting solution offered to all Oracle® Fusion application users to create ad hoc reports and analyze them for daily decision-making.  Oracle Transactional Business Intelligence provides human resources managers and specialists, business executives, and line managers the critical workforce information to analyze workforce costs, staffing, compensation, performance management, talent management, succession planning, and employee benefits.

Payroll

Enhanced Subject Area for Payroll - Element Entries History

Enhanced  Element Entries History Real Time subject area including new dimensions to report on the costing key flexfields setup data for various costing levels with respect to a person.

Steps to Enable

No steps are required to enable this feature.