May Maintenance Pack for 21D

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	Product	Feature	Notes
29 APR 2022			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 (22A, 22B, 22C, and 22D)
• 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.

____________________

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our products better, please let us know. To enter an idea go to the Ideas Lab on Oracle Customer Connect. In this document wherever you see the light bulb icon after the feature name it means we delivered one of your ideas.

____________________

Suggested Reading for all HCM Products:

• Human Resources What’s New – In the Global Human Resources section you will find features on the base application in which other application are built upon. 

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

• 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 Help Center – Here you will find guides, videos and searchable help.
• Release Readiness – New Feature Summary, What’s New, Feature Listing Spreadsheet, Spotlights and Release Training

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 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.

Council Tax Attachment of Earnings Order Wales from April 2022

In February 2022, the Welsh Government introduced regulations that amended the Council Tax (Administration and Enforcement) Regulations 1992, and introduced new deduction rates for the Welsh Council Tax Attachment of Earnings Orders (CTAEO).

This update enables you to stay compliant with legislative changes for Council Tax Attachment of Earnings Orders issued by a Welsh authority on or after April 1, 2022.

Steps to Enable

1. Create a new court order element using the new Council Tax Attachment of Earnings Order Wales element template.
2. You must create the element eligibility for the new court order element <Name>.
3. You must also create element eligibility for the associated adjustment element <Name> Adjustment.

April Maintenance Pack for 21D

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	Product	Feature	Notes
25 MAR 2022			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 (22A, 22B, 22C, and 22D)
• 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.

____________________

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our products better, please let us know. To enter an idea go to the Ideas Lab on Oracle Customer Connect. In this document wherever you see the light bulb icon after the feature name it means we delivered one of your ideas.

____________________

Suggested Reading for all HCM Products:

• Human Resources What’s New – In the Global Human Resources section you will find features on the base application in which other application are built upon. 

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

• 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 Help Center – Here you will find guides, videos and searchable help.
• Release Readiness – New Feature Summary, What’s New, Feature Listing Spreadsheet, Spotlights and Release Training

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 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.

Exclude Assignment from Apprenticeship Levy Calculation

You can exclude employees from the apprenticeship levy calculation at the tax reporting unit (TRU) level or at the employment level for employees. You can use a user-defined fast formula to assess whether to exclude an individual assignment or group of employees from the apprenticeship levy calculation, for example by department, location, or job.

This enhancement to the apprenticeship levy exclusions enables customers to exclude certain groups of employees based on their individual specific configuration.

Steps to Enable

You don't need to do anything to enable this feature.

March Maintenance Pack for 21D

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	Product	Feature	Notes
25 FEB 2022			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 (22A, 22B, 22C, and 22D)
• 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.

____________________

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our products better, please let us know. To enter an idea go to the Ideas Lab on Oracle Customer Connect. In this document wherever you see the light bulb icon after the feature name it means we delivered one of your ideas.

____________________

Suggested Reading for all HCM Products:

• Human Resources What’s New – In the Global Human Resources section you will find features on the base application in which other application are built upon. 

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

• 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 Help Center – Here you will find guides, videos and searchable help.
• Release Readiness – New Feature Summary, What’s New, Feature Listing Spreadsheet, Spotlights and Release Training

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 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.

Legislative Changes for rUK, Scotland and Wales for Tax year 2022-23

The legislative changes introduced in Scotland, Wales and rest of UK (rUK) have been delivered to ensure that your organization is compliant with the Tax and NI calculations when running the payroll calculation process.

PAYE

England and Welsh Rates of Income tax and Thresholds

The rates of income tax and thresholds have not changed for Wales and England for the tax year 2022-23 and the personal allowance remains frozen at £12,750.

The emergency tax code remains at 1257L.

Scottish Rates of Income Tax

For Scotland the actual tax rates are unchanged from those used in 2021-22 and will be applied to the income band widths and percentages effective from 06 April 2022 as follows:

• Starter Rate 19% for £0 - £2,162
• Basic Rate 20% for £2,163 - £13,118
• Intermediate Rate 21% for £13,119 - £31,092
• Higher Rate 41% for £31,093 - £150,000
• Top Rate 46% for income over £150,000

National Insurance

National Insurance – Thresholds

The threshold for the (A)UST/UEL remain unchanged and in line with tax rates that are announced for years until 2025-2026. These are not expected to change until 06 April 2026.

There are new thresholds introduced for Veterans and Freeport employees (VUST and FUST).

As a result of the new NI categories and thresholds, the sequence for processing NI categories in the calculation process has been revised. The NI categories will now be processed in the following sequence:

Z, H, M, L, J, I, B, F, A, S, C, V, X

The updated thresholds for National Insurance contribution calculations effective 6th April 2022 are:

Employee National Insurance

Threshold/limit (£)	Weekly	2 Weekly	4 Weekly	Monthly	Annual
Lower Earnings Limit (LEL)	123	246	492	533	6,396
Primary Threshold (PT)	190	380	760	823	9,880
Secondary Threshold (ST)	175	350	700	758	9,100
Freeport Upper Secondary Threshold (FUST)	481	962	1,924	2,083	25,000
Upper Secondary Threshold (UST)	967	1,934	3,867	4,189	50,270
Apprentice Upper Secondary Threshold (AUST)	967	1,934	3,867	4,189	50,270
Veteran Upper Secondary Threshold (VUST)	967	1,934	3,867	4,189	50,270
Upper Earnings Limit (UEL)	967	1,934	3,867	4,189	50,270

National Insurance – Rates

The percentages used to calculate employee and employer contributions have increased for the tax year 2022-2023 to cater for the new Health and Social Care Levy. These rates will be reduced again to the 2021-2022 rates from April 2023, at which point an additional separate levy will be introduced. The rates that apply to each earnings band for 2022-2023 are:

National Insurance – Employee	2022 - 2023	2021 - 2022 (Listed for reference)
Standard	13.25%	12%
Married women reduced rate	7.1%	5.85%
Earnings > UEL	3.25%	2%

Employer National Insurance

National Insurance – Employer	2022 - 2023	2021 - 2022 (Listed for reference)
Standard	15.05%	13.8%
Standard Under 21	0.0%	0.0%
Standard Under Age 25	0.0%	N/A
Veterans	0.0%	N/A
Freeports	0.0%	N/A

These enhancements enable you to stay compliant with the legislative changes prescribed for rUK, Scotland, and Wales for the tax year 2022-2023.

Steps to Enable

You don't need to do anything to enable this feature.

National Insurance for Veterans and Freeports

From 06 April 2022, you can use NI category specifically applicable to military veterans and employees identified as primarily employed in a Freeport area, respectively. These categories when given to employees qualify for employer’s NI relief.

NI Categories	Thresholds
V	Veteran Available from 1st March 2021 Ability to save this category from 6th April 2022
F	Freeport Standard
I	Freeport Married Women Reduced
L	Freeport Deferment
S	Freeport State Pension Age

You can only allocate the Freeport categories above to Freeport employees from 06 April 2022.

Here are the NI Category list of values added in the Statutory Deductions calculation card:

Additional NI category codes and Thresholds

Two new thresholds are also introduced for Veterans and Freeports:

• VUST – Veterans Upper Secondary Threshold set at £50,270
• FUST – Freeport Upper Secondary Threshold set at £25,000

These are the NI rates delivered for the new NI categories:

• NI Employer Not Contracted Out Veteran Rate (at 0%)
• NI Employer Not Contracted Out Freeport Rate (at 0%)

The roll-up for LEL remains are the same as earlier, however a new priority sequence is now in place to ensure correct processing. The new sequence adopted to process NI categories will be:

Z, H, M, L, J, I, B, F, A, S, C, V , X

Additional Data Capture

You will see new data capture items introduced to cater for Veterans and Freeport. The Freeport Eligibility End Date is added to the NI Additional Info user interface:

New attribute on NI Additional Info

You can navigate to Legislative Information for the employee. Click Edit and select View More Details

Enter Veteran First Civilian Start Date:

Validations

These are some changes to the validation rules as a result of introducing the new NI categories:

• The effective date entered for these new categories can’t be before 06 April 2022
• Veteran NI category entered is checked against date of 06-April-2022 and can only be saved from this date onward:
• Veterans NI category ‘V’ must be accompanied by
  • Certificate of the new value of “Veteran Status Confirmed” (validated in the PVAR)
  • “First Veteran Civilian Start Date” entered 
• Freeport Eligibility End Date will be validated against 6th
• Freeports NI category checks performed:
  • Where the gender is set to ‘Male’, the NI category can’t be ‘I’
  • Where NI category is set to ‘L’, there has to be a Deferment Certificate present as well
  • Where NI category is set to ‘S’ the person should be of State Pension Age and must also have the required information on proof of age or ‘Age to be Verified’ certificate present
• Freeports employees must have ‘Freeport Eligibility End Date’ present
  • Freeport eligibility will not be valid after this date
  • The date in this field can’t be before 06 April 2022

NI Process

The changes to NI category update process have been made to reflect the new veterans and Freeports categories as follows:

• For Veterans
  • On reaching State Pension Age, NI category will change from ‘V’ to ‘C’
  • On reaching First Veteran Civilian Start Date + 1 year and the NI category is still ‘V’, then the NI Category will change to
    • ‘M’ (if under 21) or A if over 21
• For Freeports
  • On reaching State Pension Age, the NI categories (‘F’, ‘I’, or ‘L’) will change to ‘S’
  • On reaching Freeport eligibility End Date the NI categories will change from:
    • ‘S’ to ‘C’
    • ‘F’ to ‘M’ (if under 21) or ‘A’ (if over 21)
    • ‘I’ to ‘B’
    • ‘L’ to ‘Z’ (if under 21 deferment) or ‘J’ (if over 21 deferment)

Reporting Changes (to PVAR)

The Payroll Validation Archive Report (PVAR) includes validation related to Veterans and Freeports NI Categories and new fields and values have been added:

• New NI categories checked to ensure they are valid by effective date
• Cross validation added to validate Certificate data against the new NI categories for veterans and Freeports:

NI Category	Certificate and Other Information Required
M, H, A, F or X	Certificate not mandatory
I	Reduced rate Certificate
L	Must be a Deferment
S	Must be Age Exempt
V	First Veteran Civilian Start Date required and must be greater or equal to 06 April 2020
F, I, L or S	Freeport Eligibility End Date required and must be greater or equal to 06 April 2022 NI effective date must be up to and including the Freeport Eligibility End Date at which time the NI category is invalid; The Freeport eligibility lasts for 3 years.

These changes apply to the new legislation introduced for the UK and this feature meets that requirement to ensure all legislative compliance.

Steps to Enable

You don't need to do anything to enable this feature.

Payroll of Benefits for Tax Year 2022-23

Your employees' benefits-in kind processed in payroll for tax year 2022-23 will be based on the new rates and thresholds published by HMRC. The rates, thresholds, and benefit charges for the new tax year will be applied when calculating the taxable amount for the benefit provided for the employee.

The main change is the use of a single CO2 emission table for cars registered after 6 April 2020 as the rates are now aligned.  These rates will be applicable for tax year 2022-23.

Co2 Rates for Tax ear 2022-23

CO2 (g/km)	Electric range (miles)	2022-23 (%)
0	N/A	2
1-50	>130	2
1-50	70-129	5
1-50	40-69	8
1-50	30-39	12
1-50	<30	14
51-54		15
55-59		16
60-64		17
65-69		18
70-74		19
75-79		20
80-84		21
85-89		22
90-94		23
95-99		24
100-104		25
105-109		26
110-114		27
115-119		28
120-124		29
125-129		30
130-134		31
135-139		32
140-144		33
145-149		34
150-154		35
155-159		36
160+		37

The other applicable changes are outlined here:

Car & Car Fuel benefit

The multiplier used in calculating the car fuel benefit increases from £24,600 to £25,300 with effect from 6th April 2022.

Van & Van Fuel Benefit

The cash equivalent value used to calculate the benefit for a van which is available for private use increases from £3,500 to £3,600 with effect from 6th April 2022.

The multiplier used in calculating the van fuel benefit increases from £669 to £688.

Number of days in the Year

The tax year 2022-23 is not classified as a leap year, and the number of days used in the calculations will remain as 365.

These updates to the payroll of benefits enable you to maintain legislative compliance for the tax year 2022-23.

Steps to Enable

You don't need to do anything to enable this feature.

Real Time Information Reporting for Tax Year 2022-23

You can create and submit Real Time Information (RTI) data to HMRC for the tax year 2022-23 using the new processes for Full Payment Submission (FPS) and Employer Payment Summary (EPS):

• Run Employment Payment Summary
• Run Full Payment Submission for Tax Year Ending April 2023

Full Payment Submission

You will be able to report the new NI Categories on the FPS for tax year 2022-23 that have been introduced for Veterans and Freeports, where applicable. Here are the changes to the validation rules as a result of adding the new NI categories F, I, S, and L:

• You won't be able to set the employee’s NI category of ‘B’ or ‘I’, if the gender is set to Male
• Where the employee contributions are reported by NI category, and the amounts for PTD and YTD NI contributions values are lesser or greater than zero, the NI category letters can’t be ‘X’, ‘C’ or ‘S’ .

The AUEL PTD and YTD values will now be reported on the CSV Audit Report from the FPS process and AUEL won’t not be output to the FPS23_XML file.

Employer Payment Summary

You can use the Run Employer Payment Summary process for the EPS for tax year 2022-23 where a new parameter for EPS year has been added. Note that the tax year reference has been removed. 

You will be able to select the tax year for which the EPS relates to if you are submitting it for the previous years.  For tax years prior to 2021-22, you should run the individual EPS processes still available for relevant tax years. The new EPS flow does not have all the historic years in the list of values. However, as years go by, the list will continue to  grow.

Validations added

When you add a Corporation Tax Reference or Self Assessment Unique Identifier, it should be 10 digits long, and must conform to the standard algorithm provided by HMRC.  This validation has been added to both fields.

Using the updated processes, you can comply with the legislative requirements for Real Time Information reporting to HMRC for Full Payment Submission (FPS) and Employer Payment Summary (EPS) for the tax year ending April 2023. 

Steps to Enable

You don't need to do anything to enable this feature.

Scottish Earnings Arrestment - Tax Year 2022-23

Deduction rate for Weekly Earnings

Not exceeding £130.73	Nil
Exceeding £130.73 but not exceeding £472.54	£4 or 19% of earnings exceeding £130.73, whichever is the greater
Exceeding £472.54 but not exceeding £710.42	£64.94 plus 23% of earnings exceeding £472.54
Exceeding £710.42	£119.66 plus 50% of earnings exceeding £710.42

Deduction rate for Daily Earnings

Not exceeding £566.51	Nil
Exceeding £566.51 but not exceeding £2,047.65	£15 or 19% of earnings exceeding £566.51, whichever is the greater
Exceeding £2,047.65 but not exceeding £3,078.47	£281.42 plus 23% of earnings exceeding £2,047.65
Exceeding £3,078.47	£518.51 plus 50% of earnings exceeding £3,078.47

Deduction rate for Weekly Earnings

Net Earnings	Deduction
Not exceeding £18.63	Nil
Exceeding £18.63 but not exceeding £67.32	£0.50 or 19% of earnings exceeding £18.63, whichever is the greater
Exceeding £67.32 but not exceeding £101.21	£9.25 plus 23% of earnings exceeding £67.32
Exceeding £101.21	£17.05 plus 50% of earnings exceeding £101.21

This update enables you to stay compliant with any legislative changes published by HMRC for the tax year 2022-23.

Steps to Enable

You don't need to do anything to enable this feature.

Statutory Payment Rates for rUK and Scotland - Tax Year 2022-23

The revised Statutory Rates of pay will be effective from April 2022. This table lists the values per week for statutory payments for the new tax year.

Statutory Payment	Value per week	Effective from
Statutory Sick Pay (SSP)	£99.35	6 April 2022
Statutory Maternity Pay (SMP)	£156.66	3 April 2022
Statutory Adoption Pay (SAP)	£156.66	3 April 2022
Statutory Paternity Pay (SPP)	£156.66	3 April 2022
Statutory Shared Parental Pay (ShPP)	£156.66	3 April 2022
Statutory Parental Bereavement Pay (SPBP)	£156.66	3 April 2022

Stay legislatively compliant.

Steps to Enable

You don't need to do anything to enable this feature.

Student Loans - Tax year 2022-23

Student Loans

The following Student Loan rates and thresholds are applicable from 6 April 2022:

• Student Loan Plan 1 Threshold = £20,195
• Student Loan Plan 2 Threshold = £27,295 (unchanged)
• Student Loan Plan 4 Threshold =  £25,375
• Student Loan Plan 1 Rate = 9% (unchanged)
• Student Loan Plan 2 Rate = 9% (unchanged)
• Student Loan Plan 4 Rate = 9% (unchanged)

Postgraduate Loans

Postgraduate Loan threshold remains at £21,000 as does the rate at 6% for tax year 2022/23 as there is no change from last year.

You can comply with the prescribed rates and thresholds for student loans.

Steps to Enable

You don't need to do anything to enable this feature.

Tax Year Reporting - P11D and P60 for 2021-22, and P46(Car) for 2022-23

You can use the processes for P11D and P60 reporting, and the updated templates for the tax year 2022-2023. The templates delivered as Oracle substitutes are approved by HMRC and you can get the output for the statements for the tax year by running the relevant processes.

P11D - Expenses and Benefits Statements

• Generate Paper P11D
• Run P11D Archive and Generate Reports

P60 - End of Year Certificate

• Run End of Year P60 Report
• Run End of Year P60 Selective Print 

Here's the list of supported stationery that you can use for this purpose:

• HMRC Single Sheet Portrait
• P60 Substitute Self Seal LE(P)
• P60 Plain Paper Substitute

The output files produced by these processes have been updated for tax year 2021-22. You must submit these files to HMRC using the standard process provided.

P46(Car) - Reporting employee company car data

• Run P45(Car) Process

The output file produced by this process has been updated for tax year 2022-23. You must submit this file to HMRC using the standard process provided for sending files.

This feature enables you to comply with your tax year-end reporting as well as in-year reporting to HMRC.

Steps to Enable

You don't need to do anything to enable this feature.

February Maintenance Pack for 21D

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	Product	Feature	Notes
25 FEB 2022			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 (22A, 22B, 22C, and 22D)
• 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.

____________________

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our products better, please let us know. To enter an idea go to the Ideas Lab on Oracle Customer Connect. In this document wherever you see the light bulb icon after the feature name it means we delivered one of your ideas.

____________________

Suggested Reading for all HCM Products:

• Human Resources What’s New – In the Global Human Resources section you will find features on the base application in which other application are built upon. 

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

• 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 Help Center – Here you will find guides, videos and searchable help.
• Release Readiness – New Feature Summary, What’s New, Feature Listing Spreadsheet, Spotlights and Release Training

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 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.

Enhanced Gender Pay Gap Report

You can now use these additional data items in the Gender Pay Gap report that enable you to assess whether or not to exclude individual employees from the data extract prior to reporting.

• Employment Start Date
• Payroll Frequency
• Absence and Absence Type
• Bonus Pay PTD for Assignment

You must set up these balances as per your requirements:

• Gender Pay Gap Reporting Bonus Pay
• Gender Pay Gap Report Ordinary Pay

Further details of bonus payments in the snapshot payroll period are included to enable accurate calculation of the hourly rate of pay.

The enhancements to the Gender Pay Gap Report ensure continued compliance of reporting requirements under The Equality Act 2010. The additional data items related to absences enable you to assess whether or not individual employees should be excluded from the data prior to reporting.

Steps to Enable

You don't need to do anything to enable this feature.

January Maintenance Pack for 21D

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	Product	Feature	Notes
22 DEC 2021			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 (21A, 21B, 21C, and 21D)
• 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.

____________________

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our products better, please let us know. To enter an idea go to the Ideas Lab on Oracle Customer Connect. In this document wherever you see the light bulb icon after the feature name it means we delivered one of your ideas.

____________________

Suggested Reading for all HCM Products:

• Human Resources What’s New – In the Global Human Resources section you will find features on the base application in which other application are built upon. 

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

• 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 Help Center – Here you will find guides, videos and searchable help.
• Release Readiness – New Feature Summary, What’s New, Feature Listing Spreadsheet, Spotlights and Release Training

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 in the body or title of the email.

Feature Summary

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.

RRSP Employer Pension Contribution Overrides at Element Level

You can now override the RRSP Employer Pension Contributions set up at the PSU level. This enhancement addresses the requirement to have more than one employer contribution percentage rate. These new input values at the element level are now available to override the RRSP Employer Pension Contributions set up at the PSU level.

• Percentage of Employee Contribution Override
• Maximum Percentage Contribution Override

Offers flexibility and an additional level to setup employer contribution percentage rates for employees.

Steps to Enable

These new input values are created when a pretax element is created with RRSP employer match enabled.

Tips And Considerations

This feature is only available for new elements. Existing elements are not available to upgrade.

Key Resources

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

Canada Information Center

https://support.oracle.com/rs?type=doc&id=2102586.2

• Welcome tab > Product Documentation > Technical Briefs > 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.  Refer to the document below on the Canada Information Center for additional information.

https://support.oracle.com/rs?type=doc&id=2102586.2

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

Employment Equity Interface Legislative Changes

Enhancements were implemented to support the amendments to the Employment Equity Regulations, effective January 1, 2021. The first annual deadline for the amended reporting is June 1, 2022. The amendments are aimed to increase clarity and improve data gathering, and to address the gender wage gap through the inclusion of new pay transparency requirements. The main impact is the definition and calculation of salary. Employers use the Workplace Equity Information Management System (WEIMS) to upload their workforce data. WEIMS is the online application that supports the annual employment equity reporting and it generates Forms 1-6 as required under the Employment Equity Act and assists employers in meeting their obligations. The Run Employment Equity Interface process was previously delivered to help customers report employment equity information by providing the data required by WEIMS. With the delivery of this feature, this process is enhanced to meet the new reporting requirements. The enhancements implemented to meet the new reporting requirements are:

• Employee.txt file updates
• CMA (Census Metropolitan Areas) updates
• NAICS (North American Industry Classification System) updates
• Employment Equity Interface Exception Report updates

Employee.txt File Updates

New fields are added to the employee.txt file to support the new reporting requirements. The source of data for the new fields varies, as noted in this table. The new fields of the employee.txt, and their associated details, to support this feature are:

Column in WEIMS	Column Name	Oracle Cloud Source of Data	Requires Manual Feed?
I	Salary paid	Balance = Employment Equity Salary Feed this balance with earnings considered as salary, but do not include bonus or overtime. Note: If this balance is not fed, the employee’s base salary is used.	Yes
J	Special salary – Commission only	Derived: Y: Employment Equity Salary balance = Employment Equity Commission balance N: Employment Equity Salary balance not = Employment Equity Commission balance Feed the Employment Equity Commission balance with commission earnings. This balance will be compared to the Employment Equity Salary balance to derive the value written to this field. The comparison is used to determine if the earnings are all commission or not. Note: Leaving this field blank will cause an upload error to WEIMS.	Yes
K	Special salary – Other	Constant = N	No
L	Number of hours	Balance = Employment Equity Regular Hours Feed this balance with hours worked that corresponds to the salary paid.	Yes
M	Number of weeks	Balance = Employment Equity Number of Weeks Currently, the field defaults to 52. Notes: Adjust the Employment Equity Number of Weeks balance if you require a value other than 52. A future enhancement will automatically populate this value.	No
N	Special salary hourly pay rate	Blank	No
O	Bonus pay	Balance = Employment Equity Bonus Pay Feed this balance with earnings considered as bonus or additional pay outside of regular salary. This value should represent the annual amount.	Yes
P	Overtime pay	Balance = Employment Equity Overtime Pay Feed this balance with overtime earnings in excess of the standard hours of work. This value should represent the annual amount.	Yes
Q	Overtime hours	Balance = Employment Equity Overtime Hours Feed this balance with hours worked that corresponds to the overtime paid. Note: This should not include overtime hours which was compensated with time off.	Yes

CMA and NAICS Code Updates

The CMA codes are updated to reflect the 2016 values and the NAICS codes are updated to the 2012 version.

Employment Equity Interface Exception Report Updates

New validations and exception messages are added to the Employment Equity Interface Exception Report to support the new reporting requirements. The new messages are:

• The Employment Equity Regular Hours balance is not configured for the employee.
• The Employment Equity Number of Weeks balance is not configured for the employee.
• The Employment Equity Number of Weeks balance can't be greater than 53.
• The Employment Equity Overtime Pay balance is configured for the employee, without the Employment Equity Overtime Hours balance configuration.
• The Employment Equity Overtime Hours balance is configured for the employee, without the Employment Equity Overtime Pay balance configuration.
• Both the Employment Equity Salary balance and the base salary are not configured for the employee.

Additional Enhancements

Additional enhancements were also implemented in the Employment Equity Interface, but were not required as part of the legislative amendments. These enhancements were made to improve reporting for the following scenarios:

• Multiple assignments, same legal employer
• Multiple assignments, different legal employers (multiple employments)
• Termination and rehire in same year, same legal employer
• Termination and rehire in same year, different legal employers (multiple employments)

Each scenario and how it is reported is outlined in this table. Additionally, changes to current behavior are also noted.

Scenario	Number of Rows Reported	Reporting Details
Multiple assignments, same legal employer	1	Primary assignment details are reported. Reports all salaries from all assignments. Note: No change from previous behavior.
Multiple assignments, different legal employers (multiple employments)	1	Primary assignment/employment details are reported. Hire date reported is earliest across assignments and legal employers. Reports all salaries from all assignments and from all legal employers. The NOC reported is from the highest level of assignment. Note: Reporting of 1 row is a change from previous behavior. Previously, one row was reported for each employment. Also, the hire date now reported is for the earliest employment when multiple employments exist.
Termination and rehire in same year, same legal employer	2	Salary reported separately for each record (not summed together). Note: No change from previous behavior.
Termination and rehire in same year, different legal employers (multiple employments)	2	Hire date reported is earliest across legal employers. Salary reported separately for each record (not summed together). One row for terminated, one row for rehired. Note: In the case of multiple terminated employments in the same reporting year, the hire date reported is earliest hire date from all the terminated employments. In the case of multiple active employments in the same reporting year, the hire date reported is earliest hire date from all the active employments. This is a change from previous behavior.

Enhanced reporting required to address the amendments to the Employment Equity Regulations.

Steps to Enable

You must manually configure balance feeds for these balances, as per the requirements noted in the Employee.txt File Updates section:

• Employment Equity Salary
• Employment Equity Regular Hours
• Employment Equity Commission
• Employment Equity Bonus Pay
• Employment Equity Overtime Pay
• Employment Equity Overtime Hours

You must first determine what elements contribute to each of these balances. Once identified, you can begin the process to create the balance feeds.

Use the Balance Definitions task to manually configure the balance feeds to report the required balances. For example, to create the feeds for the Employment Equity Salary balance:

1. From the Home page, navigate to My Client Groups>Payroll>Balance Definitions.
2. In the Balance Definitions search section, enter the balance name in the Name field. In this example, the balance name is Employment Equity Salary.
3. Select a Canadian Legislative Data Group.
4. Click Search.
5. Select the balance name to navigate to the Balance Definitions page.
6. Enter the Effective-As-of Date in the header.
7. Select the Balance Feeds link in the left pane.
8. In the Balance Feeds by Elements section, select Actions-Create.
9. Select the earnings element used to feed the balance.

Note: You must use the Results element, not the base element, to feed the balance.

10. Select Earnings.
11. Select Add.
12. Continue steps 8-11 for each element required to the feed the balance.
13. Click Submit.

This screen capture illustrates a simple example of the balance feeds configured for the Employment Equity Salary, where two Results elements contribute to the balance (hourly and regular salary).

Note: Providing the ability to create the balance feeds offers flexibility for each employer to meet their individual requirements.

Tips And Considerations

Note these important considerations for this feature:

• The primary work relationship is configured on the work relationship, but can be updated using the Work Relationship page.

• The primary assignment is configured on the assignment, but can be updated using the Employment page.

• For additional information on the Run Employment Equity Interface process, see the Implementation and Use guide located on the Canada Information Center (https://support.oracle.com/rs?type=doc&id=2102586.2).
• You may perform balance adjustments for any balances, if your business requires a different value than what is automatically populated.
• You must use the Results element to feed the balances.

Key Resources

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

Canada Information Center

https://support.oracle.com/rs?type=doc&id=2102586.2

• Welcome tab > Product Documentation > Technical Briefs > 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.  Refer to the document below on the Canada Information Center for additional information.

https://support.oracle.com/rs?type=doc&id=2102586.2

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

November Maintenance Pack for 21D

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	Product	Feature	Notes
29 OCT 2021			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 (21A, 21B, 21C, and 21D)
• 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.

____________________

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our products better, please let us know. To enter an idea go to the Ideas Lab on Oracle Customer Connect. In this document wherever you see the light bulb icon after the feature name it means we delivered one of your ideas.

____________________

Suggested Reading for all HCM Products:

• Human Resources What’s New – In the Global Human Resources section you will find features on the base application in which other application are built upon. 

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

• 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 Help Center – Here you will find guides, videos and searchable help.
• Release Readiness – New Feature Summary, What’s New, Feature Listing Spreadsheet, Spotlights and Release Training

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 in the body or title of the email.

Feature Summary

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.

Inactive Bank Account Payment Process Validation

You can now use validation to receive an inactive bank account payment process error when you attempt to make a payment to an inactive bank account. For example, employees may mark a bank account as inactive, if they have closed that account. If the employee doesn't update their payment method to be associated to an active bank account, the process will pay the inactive bank account, which could be incorrect.

When this validation is enabled, the error message is displayed in the payment process results page. The error message for an inactive account associated to the personal payment method includes the name of the personal payment method with the inactive bank account to easily identify the record that needs to be fixed. Similarly, an error message is shown for a third-party payment method that has an inactive bank account associated.

Use the action parameter Inactive bank account payments Removes the validation on if the payments process looks at the end date of the bank account attached to a particular owner to enable this feature. The default setting is Y, which will continue to make payments to accounts marked as inactive, but you can set this to N to turn on the validation.

Use the new inactive bank account payment process validation to stop payments to an inactive bank accounts.

Steps to Enable

To enable the validation you will need to set the action parameter to N in your process configuration group.

1. My Client Groups
2. Quick Actions>Show more
3. Search for Payroll Process Configuration
4. Find the action parameter in Default group: Inactive bank account payments Removes the validation on if the payments process looks at the end date of the bank account attached to a particular owner
5. The default setting is Y, which will continue to make payments to accounts marked as inactive. set this to N to turn on the validation.

Tips And Considerations

If you set this action parameter to N and the system detects a payment for an inactive bank account, you will receive an error and the payment will not be processed. In this scenario, you should contact the employee to find out why they inactivated their bank account.

1.  If this was done in error, you can navigate to the payment method page, reactivate the bank account and then rerun the payments process for the errored employee.
2. If the employee intended to inactivate the bank account, but did not enter new bank account details and associate to their payment method, you can follow these steps to reprocess the payment:
   • Rollback the payment process for the employee in error
   • Rollback the prepayments process for the employee in error
   • Navigate to the payment method UI, enter new bank account details and edit the payment method to associate the new bank account
   • Rerun prepayments for the employee in error
   • Rerun payments for the employee in error

Key Resources

For more information on setting payroll configuration parameters, refer to the Payroll Process Configuration Groups chapter of the HCM Implementing Payroll for Global Guide in the Help Center.

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.

Update 21D

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	Product	Feature	Notes
22 NOV 2022	Payroll for the United Kingdom	Global Transfer for Student Loan and Postgraduate Loan Components	Updated document. Revised feature information.
25 MAR 2022	Payroll for the United Kingdom	Benefits and Pension Integration	Updated document. Revised feature information.
25 FEB 2022	Global Payroll	Simplify Payroll Costing Information Entry for an Employee	Updated document. Revised feature information.
28 JAN 2022	Global Payroll	Control the Start Date of the Retroactive Payroll Period	Updated document. Revised feature information.
22 DEC 2021	Global Payroll	Improved Page Performance for Statement of Earnings	Updated document. Revised feature information.
24 NOV 2021	HCM Common/ HCM Common Architecture	Enhancements to Approvals and Notifications	Updated document. Revised feature information.
24 NOV 2021	Global Payroll	Control the Start Date of the Retroactive Payroll Period	Updated document. Revised feature information.
29 OCT 2021	Payroll for Bahrain	Social Allowances	Updated document. Revised feature information.
29 OCT 2021	Payroll for the United States	Employee Transfer Enhancement for Overtime Balances	Updated document. Feature delivered in update 21D.
24 SEP 2021	Global Payroll	Added Guidance for Payment Method Creation	Updated document. Feature delivered in update 21D.
03 SEP 2021			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 (21A, 21B, 21C, and 21D)
• 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.

____________________

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our products better, please let us know. To enter an idea go to the Ideas Lab on Oracle Customer Connect. In this document wherever you see the light bulb icon after the feature name it means we delivered one of your ideas.

____________________

Suggested Reading for all HCM Products:

• Human Resources What’s New – In the Global Human Resources section you will find features on the base application in which other application are built upon. 

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

• 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 Help Center – Here you will find guides, videos and searchable help.
• Release Readiness – New Feature Summary, What’s New, Feature Listing Spreadsheet, Spotlights and Release Training

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 in the body or title of the email.

Feature Summary

HCM Common

Applications Security

Oracle Applications Security provides a single console where IT Security Managers and Administrators can perform various functions including user lifecycle management, role definition, security policy management(both functional and data), role hierarchy maintenance, username and password policy administration, and certificate management. The console also enables users to simulate the effect of security changes, to run security reports, and download a connector for integration with Microsoft Active Directory.

Regeneration of Security Profiles to Support Document Types

You can now regenerate Document Type security profiles in bulk using the Regenerate Security Profiles process.

Previously, this was supported only for limited security profiles, such as Person, Organization, Legislative Data Group (LDG), and Position.

This enhancement allows you to regenerate Document Type security profiles in bulk using the existing Regenerate Security Profiles process.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

For more information please go to:

• Application Help for the following topics: Regenerate Security Profiles
• The HCM Common 19D What's New for the Regenerating Data Security Profiles feature

Support Removal of External Roles On Termination

Currently, when a user is terminated, the externally provisioned roles are not removed. This is by design and will continue in the application.

This optional feature lets you remove the external roles upon termination of the employee, using a configuration option.

If you setup this feature, then the removal of externally provisioned role(s) will be managed by Fusion Application upon termination of the user.

You don’t need to use the external IDM system to remove the roles.

Steps to Enable

Follow these steps to enable this feature:

1. In the Setup and Maintenance work area, go to the following for your offering:

• Functional Area: Workforce Structures
• Task: Manage Enterprise HCM Information

      2. On the Enterprise page, select Edit > Correct.

      3. On the Edit Enterprise page, scroll down to the User and Role Provisioning Information section.

      4. For the Keep External User Roles On Termination drop-down list, select one of the following values as appropriate:

• null/blank - (Default) Select this to keep external roles
• Yes - Select this to keep external roles
• No - Select this to remove external roles

      5. Click Submit to save your changes.

      6. Click OK to close the confirmation dialog.

Key Resources

For more information please go to the Securing HCM Guide on the Oracle Help Center for the following topic:

• User and Role-Provisioning Setup Options

HCM Data Loader

HCM Data Loader provides a flexible and efficient method of bulk loading business object data for data-migration and on-going incremental updates to Oracle Human Capital Management Cloud.

Import and Load Data User Interface Enhancements

You've always been able to provide reconciliation data when supplying files for bulk-loading with HCM Data Loader, now you can review and filter by the first four references supplied against your objects.  The Object Status page has been enhanced to display all reference attributes, only the first three are displayed by default.  Use the View > Column option to display others.

The filter on this page has also been extended to allow you to filter by the values supplied to the first four reference attributes.

Additionally, the Failed Objects page is now renamed to Failed Object Messages to more accurately reflect what is displayed in this page that can be accessed from the Failed Objects count on the Import and Load Data page. The Failed Object Messages table now displays the name of the component that the message is reported against.

Filter your imported objects to identify the status of a specific record.

Steps to Enable

You don't need to do anything to enable this feature.

Business Object Enhancements

Extend your data loading capabilities with these new and enhanced business objects:

NEW BUSINESS OBJECTS

Global Payroll

Business Object	Description
Payroll Event Notification	Notifications resulting from events are either deferred or awaiting processing. These notifications are either related to retroactive processing of payroll, or event action based such as time card reprocessing, retrospective hire payroll processing and so on.

UPDATED BUSINESS OBJECT

Benefits

Business Object	Description
Participant Enrollment	To evaluate life events when loading participant enrollments include this instruction in your ParticipantEnrollment.dat files: SET EVALUATE_LIFE_EVENTS Y You can also configure this in your HCM Spreadsheet Data Loader templates by overriding the Enable Life Events parameter to Yes.

Global HR - Checklists

Business Object	Component	New Attributes
Allocated Checklist	Allocated Checklist	ChecklistDisplayName ForceCompletedTemplateId ForceCompletedTemplateObjectGUID
Checklist Template	Checklist Template	ForceCompletedTemplateId ForceCompletedTemplateObjectGUID
Checklist Template	Tasks	DisplayNameFormat ProcessAutomationConfiguration ProcessAutomationSection
Task Library	Task Library	ProcessAutomationConfiguration ProcessAutoationSection

Global HR - Work Structures

Business Object	Component	New Attributes
Location	Location	EmployeeLocationFlag

Recruiting

Business Object	Component	New Attributes
Job Requisition	Job Requisition	ExternalResp ExternalQual InternalResp InternalQual
Job Requisition Template	Job Requisition Template	ExternalResp ExternalQual InternalResp InternalQual

Expand your bulk loading capabilities.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Use the View Business Objects task to review the latest business object information.

HCM Spreadsheet Data Loader

HCM Spreadsheet Data Loader provides a flexible and efficient method of bulk loading business object data for data-migration and on-going incremental updates to Oracle Human Capital Management Cloud.

Enhanced Reporting

You can now extend your OTBI reports to include row counts for spreadsheet data sets. The following facts have been added to the Spreadsheet Data Sets sub-folder of HCM Data Loader:

• Total Number of Rows
• Number of Failed Rows
• Number of Loaded Rows
• Number of Unprocessed Rows

Additionally, the existing Source System Reference attributes, available in the Imported Objects sub-folder have been renamed to Reference Name and Reference Value.

Extend your data set summary reports in OTBI for HCM Spreadsheet Data Loader.

Steps to Enable

Leverage new subject area(s) by adding to existing reports or using in new reports. For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).

Role Information

You can access the HCM Integrations Real Time subject area using the Human Capital Management Integration Specialist job role.

Secured Business Objects Now Available to Business Users

You can now extend your business users' bulk-loading capabilities for an object. Spreadsheets based on these objects now implement the user's data security and can be shared with business users.

Global Payroll

• Element Entry With Costing

Your business users can bulk load data for this object using spreadsheets.

Steps to Enable

When creating a new spreadsheet template, the template security automatically defaults to the setting where data is uploaded as the session user. For existing templates based on these objects, you can update the template configuration and set the user type to session user.

Key Resources

For more information, see the following help topics in the HCM Data Loader guide located in the Oracle Help Center:

• HCM Spreadsheet Data Loader Templates
• How You Associate A User Name with a Data Upload

Generate Spreadsheet Templates for Element Entry with Costing

You can now generate the HCM Spreadsheet Data Loader template for a single element or a group of elements using the Generate HCM Spreadsheet Data Loader Template payroll flow. The Generate HCM Spreadsheet Data Loader Template payroll flow automatically configures spreadsheet templates based on your elements definition.

Automatically generate spreadsheet templates for bulk-loading element entries, based on your element definitions.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

• The generated template will be in Draft mode. You need to set it to Active to load the data.
• The name of the template is auto-generated and is represented as “<ELEMENT_NAME>” followed by the date and timestamp. For example, CRFL RRF EARNINGS US_20210806_110234 where 'CRFL RRF EARNINGS US' is the element name and '20210806_110234' is the date and timestamp.
• It is recommended to rename the auto-generated template name to a make it more user friendly. It will help users who access it.

• You need to assign the roles that should have access to the template and the data set access that each of these roles must have.

Key Resources

For more details, see the upcoming publication of the HCM Data Loading Business Objects guide.

Role Information

You must have the Payroll Manager or Payroll Administrator job role or privileges.

HCM Extracts

HCM Extracts provide a method for extracting data from your HCM applications that can be used for interfacing data to another source or extracting data to integrate reporting across systems.

Add Vendor Name or External System Name in Extracts Definitions

You can now include the vendor name or the external system to which the HCM Extracts generated data is being sent to or interfaced with in the Consumer field of Create Definition page. You can also add additional details in Additional Details field to capture names of the systems or vendors when extract definitions are created, copied, or imported.

Capturing the vendor name or the external system to which the data is interfaced with enables Oracle to study the integration patterns and requirements from our customers. This, in turn, allows us to simplify the process of extract creation and definition by delivering pre-defined templates that meet specific requirements. Delivering templates will additionally enable optimized and efficient runs of such extracts improving the overall user experience.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

- Additional Details field does not appear when you select Report in Consumer.

- Consumer field has a list of values and when your system or consumer name is not found in the list, provide the name in the Additional Details field.

- Consumer and Additional Details fields do not appear for the extract type Archive Retrieval.

- When you select Report in Consumer it indicates that the extract is meant for reporting purposes and that the data is not interfaced with any external systems.

HCM Common Architecture

This section covers features used across all HCM Applications.

Enhancements to Approvals and Notifications

We have made several enhancements to Approvals and Notifications: 

• You can now test approval rules without being required to recreate and submit any new transactions in the HCM Approval Rules page and Transaction Console.

• Users can see a warning message if a duplicate attachment is found in the transaction in the Comments and Attachments section at the time of submission. Users can't submit transactions that have duplicate attachments in the Comments and Attachments section.

• The Transaction Console diagnostic log for failed transactions has been enhanced to list the approval rule conditions and to also highlight the specific rule condition that caused the transaction to fail.

• You can now create rules in the Transaction Design Studio to configure the Save and the Save and Close buttons, and to configure whether an Error or a Warning message appears if mandatory sections have not been visited.

Each enhancement is described in more detail below.

The new simulate feature in the HCM Approval Rules page and Transaction Console gives you an easy way to test approval rule changes without having to recreate and submit any new transactions. You can easily debug and incrementally build conditional logic for approval rules and instantaneously see the impact of the change.

Test Approval Rules

You can search transactions by name, who created them, and transactions created within a date range. Use the Status field to further refine results. These statuses are available: Draft, In Progress, and Failed. From the list of filtered transactions, you can choose any one and then simulate the approval rule results based on the values in the transaction you selected.

Test Approval Rules: Status Filter

Handling of Duplicate Attachments: Users can't submit transactions that have duplicate attachments in the Comments and Attachments section. They can see a warning message if a duplicate attachment is found for the transaction in the Comments and Attachments section at the time of submission.

Changes to the Diagnostic Log: The Transaction Console diagnostic log for failed transactions has been enhanced to list the approval rule conditions and to also highlight the specific rule condition that caused the transaction to fail, as shown in the following image.

Diagnostic Log

Finally, you can now create rules in the Transaction Design Studio to configure the Save and the Save and Close buttons, and to configure whether an error or warning message appears if mandatory sections haven't been visited. Some setup is required for this feature. For more information, see the What's New for Human Resources > Transaction Design Studio for HCM Experience Design Studio Enhancements.

These enhancements improve usability for Approvals and Notifications.

Steps to Enable

For the test approval rule enhancement, you need to create the HCM_TEST_APPROVAL_RULES_ENABLED profile option and set it to true. 

1. Create the HCM_TEST_APPROVAL_RULES_ENABLED profile option:
   1. Navigate to the Setup and Maintenance work area.
   2. Search for and select the Manage Profile Options task.
   3. In the Search Results section, click New. You can see the Create Profile Option page.
   4. Specify the values indicated in this table for the new profile option. 

Field	Value
Profile Option Code	HCM_TEST_APPROVAL_RULES_ENABLED
Profile Display Name	Test approval rules enabled
Application	Global Human Resources
Module	Global Human Resources
Description	A suitable description such as  Enable approval rule simulation
Start Date	1/1/2000

5. Click Save and Close.
6. On the Manage Profile Options page, select the Enabled and Updateable check boxes for the Site level.

7. Click Save and Close.

2. Set the HCM_TEST_APPROVAL_RULES_ENABLED profile option value to true:

1. Navigate to the Setup and Maintenance work area.
2. Search for and select the Manage Administrator Profile Values task.

3. Search for the HCM_TEST_APPROVAL_RULES_ENABLED profile option.

4. Set the Profile Value field to true.
5. Click Save and Close.

Tips And Considerations

This Approval Rules Simulation enhancement is enabled for these transactions:

• Manage Documents of Record

• Approve Development Goal

• Approve Performance Goal

It will be enabled for more transactions in the upcoming releases.

Key Resources

For more information, see these documents on My Oracle Support: Oracle HCM Cloud Common Features Release 13 Transaction Console (Document ID 2430452.1)

• The Basics of Approval Rules 
• The Basics of Transaction Console

Role Information

This table shows the function security privilege that supports this feature and the predefined role that inherits this privilege.

Function Security Privilege Name and Code	Job Role Name
Test Approval Rules PER_TEST_APPROVAL_RULES_PRIV	Review HCM Approval Transactions as Administrator

If you are using the predefined role, then no action is necessary. However, if you are using custom versions of this role, you must add this aggregate privilege to your custom roles to use this feature. See the Release 13 Oracle Human Capital Management Cloud Security Upgrade Guide on My Oracle Support (Document ID 2023523.1) for instructions about implementing new functions in existing roles.

HCM Common

This section covers features used across all HCM Applications.

Lists of Values Configuration

You can centrally configure Lists of Values (LOV) used in HCM. For example, you can configure the searchable fields for the Workers LOV so that the same search fields appear on all pages that have this LOV.

The supported lists of values are shown on the Search Configuration page. If there are multiple implementations of the same list of values available, only the enabled one will be listed.

Lists of Values Configuration Page

Select a list of values to configure the individual list of values.

Individual List of Values Configuration Page

You can configure these options on the individual LOV configuration pages:

1. In Search and Display Fields section:
   1. Choose the fields to display in the search results. You use the Add and Delete (X icon) actions to add or remove fields respectively
   2. Choose the order in which the fields will be displayed. Use up and down arrow icons to reorder the list of fields as needed
   3. Choose the searchable (Search and display option) or not-searchable fields (Display only option)
2. Additionally, in Search Only Fields section:
   1. Choose the fields which are searchable but will not appear in search results. Use Add and Delete (X icon) actions to add or remove such fields respectively
3. Use the Preview section to test your configuration.

This page allows for streamlined and centrally-managed configuration of lists of values that are commonly used throughout HCM.

For example, you can do these actions, based on the particular list of values capabilities and your requirements.

• Hide fields that are not relevant for your organization
• Add additional fields to make results more verbose and ease identification of individual record
• Reorder fields to reflect their relevancy in your organization

Steps to Enable

1. Go to Home > Configuration > Sandboxes.
2. Create and enter a sandbox that has HCM Experience Design Studio enabled

Sandbox selection

3. Go to Tools > HCM Experience Design Studio.

Access the HCM Experience Design Studio

4. Click Search Configuration.

Access Search Configuration

Tips And Considerations

Currently lists of values supported are:

• Workers
• Countries
• Phone Countries
• Positions
• Departments
• Jobs
• Locations

Any configuration defined will be respected in these areas:

• Talent Management areas: Performance Management, Goal Management, Career Development, Talent Review, Succession Management, Profile Management, Requested Feedback.

• Global HR areas: Workers LOV: Share Info (Grantee), Mass Download of Document Records, Position Details, Request a Position Change, Request a New Position, Location Details.

• Global HR areas: Countries LOV: Personal Details, Identification Info, Contact Info, Family and Emergency Contacts, Add a Pending Worker, Edit Pending Worker, Hire an Employee, Add a Contingent Worker, Add a Nonworker, Create Work Relationship, Local and Global Transfer, Location Details, Add Document Record, Edit Document Record, Location Details.

• Global HR areas: Phone Countries LOV: Contact Info, Add a Pending Worker, Edit Pending Worker, Hire an Employee, Add a Contingent Worker, Add a Nonworker, Create Work Relationship, Local and Global Transfer, Location Details.

• Global HR areas: Positions LOV: Add a Pending Worker, Edit Pending Worker, Hire an Employee, Add a Contingent Worker, Add a Nonworker, Create Work Relationship, Local and Global Transfer, Add Assignment, Employment Details, Change Assignment, Promote, Transfer, Manage Job Offers, Position Details, Request a Position Change, Request a New Position, My Team, Vacancy.

• Global HR areas: Departments LOV: Add a Pending Worker, Edit Pending Worker, Hire an Employee, Add a Contingent Worker, Add a Nonworker, Create Work Relationship, Local and Global Transfer, Add Assignment, Employment Details, Change Assignment, Promote, Transfer, Manage Job Offers, Pending Workers, Mass Legal Employer Change, Position Details, Request a Position Change, Request a New Position, Vacancy.

• Global HR areas: Jobs LOV: Add a Pending Worker, Edit Pending Worker, Hire an Employee, Add a Contingent Worker, Add a Nonworker, Create Work Relationship, Local and Global Transfer, Add Assignment, Employment Details, Change Assignment, Promote, Transfer, Manage Job Offers, Pending Workers, Job Details, Position Details, Request a Position Change, Request a New Position, My Team, Vacancy.

• Global HR areas: Locations LOV: Add a Pending Worker, Edit Pending Worker, Hire an Employee, Add a Contingent Worker, Add a Nonworker, Create Work Relationship, Local and Global Transfer, Add Assignment, Employment Details, Change Assignment, Promote, Transfer, Manage Job Offers, Pending Workers, Mass Legal Employer Change, Location Details, Position Details, Request a Position Change, Request a New Position, Vacancy.

Page Composer personalization

• List of Values Configuration is a replacement for any personalization implemented through Page Composer.
• Any personalization done using Page Composer may be overwritten on upgrade.
• It's recommended to revert any such personalization before upgrade and use the List of Values Configuration instead.

Role Information

A user must have a role with the Access HCM Page Configurator (HRC_ACCESS_HCM_TRANSACTION_CONFIGURATOR_PRIV) privilege granted to access the lists of values configuration UI.

Workers List of Values Results Search Behavior Change

We have updated the behavior of the workers list of values (LOV) component that's used throughout HCM.

1. No workers are displayed when you don't enter any search terms in the LOV. This is to prevent showing of random workers initially, before you search for a worker.

No Search Terms Entered

2. You need to enter search terms to display the search results:

Search Terms Entered

3. Searching by business title is disabled out-of-the-box. You can enable it, if needed. Refer to the Steps to Enable section for details on how to enable it.

The changes improve performance of the Workers List of Values component.

Steps to Enable

In order to enable search by business title:

1. Go to Setup and Maintenance and open Manage Administrator Profile Values task.
2. Set the value of the PER_LOV_SEARCH_WORKERS_EXCLUDE_BUSINESS_TITLE profile option to N.
3. Go to Configuration > Sandboxes and enter a sandbox with HCM Experience Design Studio enabled.
4. In the sandbox, select Tools > HCM Experience Design Studio and click Search Configuration.
5. Go to Workers list of values.
6. In the Search and Display Fields section, change the property of the Business Title field from Display only to Search and display.
7. Click Save and Close.

Updated Workers List of Values Search Configuration

A user must have a role with the Access HCM Page Configurator (HRC_ACCESS_HCM_TRANSACTION_CONFIGURATOR_PRIV) privilege granted to access the lists of values configuration page.

Transaction Design Studio for HCM Experience Design Studio Enhancements

Required Sections

Increase your data quality by ensuring that your users complete the required fields before submitting the transaction. In the example below, for the Hire an Employee flow, the Payroll Details and Salary sections have been made mandatory When the user initiates the process, the behavior of the questionnaire remains the same. Payroll Details and Salary are not displayed as options on the questionnaire page as they must be part of the guided process.

While completing the process, the user is prompted with a warning message that they must complete the required information, Payroll and Salary in this case, before submitting the transaction.The severity of the message can be changed from a warning message to an error message for some actions.

By clicking No, the user decides not to submit and visit the regions instead.  Note that they are two different behaviors depending on how the section is rendered in the process .For some sections like Communication Info or Payroll Details where the region is not populated with all fields, you can't submit the transaction without first visiting the required sections, but can submit without entering any fields.

For some sections like Salary where the section is populated with all fields, you can't submit the transaction without first visiting the required regions, and entering the required info  in the required section. The validation will trigger until the user visits the Salary section for the first time. Once visited, the user can go back to Assignment or any other section before Salary, change values and submit. They will not get any warning or error to revisit the Salary section.

As a note, a region is defined as required in the Transaction Design Studio from the Show or Hide Regions section.

Here's a list of the currently available list of actions. More actions will be added in later releases.

• Add Assignment
• Add Contingent Worker
• Add Pending Worker
• Add a Nonworker
• Create Work Relationship
• Edit Pending Worker
• Hire an Employee
• Local and Global Transfer

Personalize the Save and Save and Close Actions in the Toolbar

Enhance the user experience by allowing your users to save their transaction at any point of time. For example, a user is adding a new contractor and has already provided half of the required info. If they need to switch to another task, they can save their work, resume later where they left off. The saved transactions can be resumed from the users' worklist. Out-of-the-box, the two buttons are hidden.

Here's a list of actions for which the feature is available.  More actions will be added in later releases.

• Add Assignment
• Add Contingent Worker
• Add Pending Worker
• Add a Nonworker
• Create Work Relationship
• Edit Pending Worker
• Hire an Employee
• Local and Global Transfer

How You Setup Warning or Error Message and Save Options

Both features are setup from the Page Attributes section of the action in the Transaction Design Studio.

Here are the steps to enable the warning or error display and the save options for the above actions.

1. Navigate to Home > My Client Groups > HCM Experience Design Studio.
2. Click Transaction Design Studio.
3. Select the action for which you want to configure these settings.
4. Click Add and add provide the required rule details.
5. Select Reference Info Regions from the Region list in the Page Attributes section.
6. Click the Edit icon to enable the attributes

• The two action buttons, Save and Save and Close, can be simply set via 2 options. Select the options to make them visible.
• Out-of-the-box, the severity of the message is a warning. Select the Show error message for mandatory sections that haven't been viewed option to change the severity to an error message for the following actions:
  • Add Assignment
  • Add Contingent Worker
  • Add Pending Worker
  • Add a Nonworker
  • Create Work Relationship
  • Edit Pending Worker
  • Hire an Employee
  • Local and Global Transfer

7. Click Done.
8. Click Save and Close.

• Ensures accurate and consistent data by enforcing the entry of the required fields for a specific process.
• Improves your user experience and reduces time spent setting up your solution by simplifying HCM Cloud personalization.
• Streamlines your transactions and processes by allowing your users to save their work at any point of time and resume later where they left off.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Required Sections

From this release onward:

• Users will get a warning message  if they have configured sections as required in the Transaction Design Studio.
• Users will get a warning message if they have not visited the mandatory sections in the following flows:

  • Add Assignment

  • Add Contingent Worker

  • Add Pending Worker

  • Add a Nonworker

  • Create Work Relationship

  • Edit Pending Worker

  • Hire an Employee

  • Local and Global Transfer

Personalize the Save and Save and Close Actions in the Toolbar

A point to note is that rules will be evaluated for each attribute for active rules in the Transaction Design Studio.  If the same attribute is defined in multiple rule definitions, only the first in order of active rule attribute conditions are applied. For example, if you define:

• Rule 1: Generic rule where Save and Close button is available unconditionally, but not Save.
• Rule 2: Save button is available only for a specific legal employer

As a result, rule 1 is evaluated as the the first rule in order of active rules and so the Save button won't be displayed for the legal employer selected in rule 2.

Key Resources

For additional information, refer to this feature in Update 21C - Required Sections During Job Requisition Creation

Role Information

You must be granted the Human Capital Management Application Administrator role to work in a sandbox.

New HCM Digital Assistant Skill Version - HCMV2

Check out the new version of HCM Digital Assistant skill. The enhanced HCM Skill (HcmV2) helps employees and managers manage their actions and tasks through richer conversational experiences across 90+ intents.

The HcmV2 skill attributes recently added platform features and enhancements including:

• More sophisticated natural language processing and natural language understanding models
• Standardized extensibility, lending itself much easier to functional analysts
• Native language support, paving the way for a multilingual implementation

Previously, all requests for each major feature area were fulfilled by one intent that used conversational chat to answer questions and retrieve information for that feature area.

With HcmV2, there are now separate intents for each business flow. For example, a user request to 'Find my coworker's phone number' is fulfilled by a different intent than 'Find my coworker's email.’ These discrete intents each support a specific business case, which makes the skill easier to manage and extend, especially for native language support.

Added to the improved intent classification accuracy, there is also new functionality like “Show me Ravi Chouhan's photo.”

All conversation flows in the new Hcmv2 skill use resource bundle strings with named tokens, which makes the message strings easier to manage and translate.

• Discrete intents support a specific business case, so they are easier to manage, support, and upgrade. It allows for easier extension of intents since it is more localized and user can switch off specific intents without affecting other functionality.
• Selecting employees is easier with employee profile photo cards.
• Resource bundles strings with named tokens make the message strings easier to maintain and translate.
• Native language support eliminates the need for third party translation services.

Steps to Enable

If you want to use the FADigitalAssistant to enable HCM tasks for the first time, we recommend that you implement the most recent version of FADigitalAssistant with the HcmV2 skill from the Oracle Skill Store.

If you have deployed the earlier version of the HCM skill (referred to here as the HcmV1 skill), please find your use case below. We provide scenario-based recommendations to enable your preferred version of the HCM skill.

I am using FADigitalAssistant

These scenarios below assume that you have implemented the FADigitalAssistant and are using the HcmV1 skill. Please drill down to your specific scenario below.

I have modified the HcmV1 skill, and I want to continue using this version:

We recommend you complete the following steps to deploy the most updated HcmV1 skill:

1. If you haven’t already, we recommend downloading the most recent version of the FADigitalAssistant from the skill store, which includes the HcmV2 skill.
2. We recommend downloading the newest version of the HcmV1 skill from skill store and rebase your modified skill to it, to continue using it in your FADigitalAssistant.
3. Delete the HcmV2 skill included in the FADigitalAssistant.

I have modified the HcmV1 skill and I want to use the HcmV2 skill:

We recommend you complete the following steps to deploy the HcmV2 skill:

1. If you haven’t already, we recommend downloading the most recent version of the FADigitalAssistant from the skill store, which includes the HcmV2 skill.
2. Once you have the HcmV2 skill up and running, you will need to recreate your modifications.
3. Remove the HcmV1skill from your digital assitance, but do not delete the skill until you have completed recreating the modifications the new version of the HcmV2 skill.

I have not modified the HcmV1 skill and I want to use the HcmV2 skill:

If you haven’t already, we recommend downloading the most recent version of the FADigitalAssistant from the skill store, which includes the HcmV2 skill that will replace the HcmV1 skill.

I have not modified the HcmV1 skill and I want to keep using this version:

We recommend that complete the following steps to deploy the most updated HcmV1 skill:

1. If you haven’t already, we recommend downloading the most recent version of the FADigitalAssistant from the skill store, which includes the HcmV2 skill.
2. We recommend downloading the newest version of the HcmV1 skill from the skill store and adding it to the FADigitalAssistant.
3. Delete the HcmV2 skill included in the FADigital assistant.

I have created my own Digital Assistant and want to continue using the HcmV1 skill:

This scenario assumes that you have created your own digital assistant and have modified the HcmV1 skill.

We recommend you download the newest version of the HcmV1 skill from the Skill Store and rebase your modified skill to it, to continue using it in your digital asssitant.

Tips And Considerations

• The FADigitalAssistant will no longer include the HcmV1 Skill. It will only include the new HcmV2 skill.

• The HcmV1 skill will be delivered as a standalone skill.

• There is no migration path or rebasing from the HcmV1 skill to the HcmV2 skill.

• Since the structure and names of the intents have changed, existing customers who are using and have modified the HcmV1 skill MUST disable the HcmV1 skill to upgrade to the HcmV2 skill and redo those modifications.

• You can’t have HcmV1 and HcmV2 in the same digital assistant at the same time, whether it is the FADigitalAssistant or a digital assistant you created.

Key Resources

• Enable a digital assistant from the Skill Store:  https://docs.oracle.com/en-us/iaas/digital-assistant/doc/get-started-skills-and-digital-assistants.html
• Getting Started with Oracle Digital Assistant for Cloud Applications in the Oracle Help Center
• Using Oracle Digital Assistant in the Oracle Help Center
• What’s New in Oracle Digital Assistant:  https://docs.oracle.com/en/cloud/paas/digital-assistant/whats-new/index.html#DACWN-GUID-E409CC44-9A8F-4043-82C8-6B95CD939296

Role Information

Some intents are backed by public REST APIs secured by their own function privilege. Some use deep links secured by function privileges. Corresponding function privileges are required to use any intent. Grant required privileges to your custom employee roles as needed.

For additional information on the privileges required to access APIs and Deep links, refer to the Secure Access to Intents section in the HCM Digital Assistant White Paper in following document on My Oracle Support: HCM Digital Assistant(Document ID 2530856.1)

Also refer to Grant Users Access to the Web Channel in Applications section in the white paper to see the user roles required to access the digital assistant in HCM.

IMPORTANT Actions and Considerations for HCM Common

REPLACED OR REMOVED FEATURES

From time to time, Oracle replaces existing Cloud service features with new features or removes existing features. When a feature is replaced the older version may be removed immediately or at a future time. As a best practice, you should use the newer version of a replaced feature as soon as the newer version is available.

Product	Removed Feature	Target Removal	Replacement Feature	Replaced In	Additional Information
HCM Data Loader	HCM Data Loader Must Be Used For All Payroll Objects	21C	HCM Data Loader	More than a year ago.

_________________________

ORACLE DECOMMISSIONED THE HCM CLASSIC SIMPLIFIED USER INTERFACE IN UPDATE 20B

The HCM Responsive User Experience has been available and promoted as our standard since Update 18B. If you are still using the older HCM Classic Simplified User Interface, you must transition to the HCM Responsive User Experience, as these older pages will no longer be supported.

For consolidated information on generic setup information you can refer to My Oracle Support Document ID 2399671.1 - HCM Responsive User Experience Setup Information.

_________________________

KNOWN ISSUES / MONTHLY AND STATUTORY MAINTENANCE PACK

Oracle publishes a Known Issues document for every Update to make customers are aware of potential problems they could run into and the document provides workarounds if they are available.

Oracle also publishes Maintenance Pack and Statutory Maintenance Pack documentation of bugs that are fixed in the monthly or statutory patching.

To review these documents you must have access to My Oracle Support:

Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs (Document ID 1554838.1)

Controlled Availability for HCM Common

The following is a list of Controlled Availability features that are being offered by our Controlled Availability Program.

NOTE: These features are not generally available for all customers at this time. These are only available through the Controlled Availability Program and will require approval to become a part of the features program. To be a part of these programs you will be required to participate in testing and providing feedback. Some programs may require other participation as well.

Not to worry if you don't have to time to be a part of these early stage programs. You can uptake this feature when it is generally available for all customers. When these features are available for all customers you will see the features under their product headings as usual.

We invite you all to browse through the list of features to see if there are any features you are interested in implementing in advance of the features scheduled release. The table below will provide information on signing up for features. Please sign up soon, as these programs have limited availability and some are designed for specific types of customers.

The table below gives you a brief description of the features available and how to sign up. Some features are bigger than others, so for more information there may be a What's New describing the feature in more detail below this table.

We look forward to hearing your thoughts and ideas as you participate the Controlled Availability programs!

Product	Feature Name	Feature Description	Type of Customer Needed to Test	How to Sign Up	Controlled Availability Release	Is the Program Still Open?
Across All HCM Products	Oracle Search-Based Global Search	New Global Search for HCM provides faster person search experience and introduces new person search capabilities. It is based on Oracle Search Person Index Updates (feature below), a dedicated search platform for Oracle Cloud.	It is dependent on the Oracle Search for HCM feature below.	See the following My Oracle Support Document on how to apply: Fusion Global HR: How to Apply for Oracle Search-Based Global Search Under Controlled Availability (Doc ID 2743208.1)	Revised 21A - 21D	Open
Across All HCM Products	Oracle Search for HCM	Oracle Search is a dedicated search engine available in your Human Capital Management Cloud environments. It is based on Oracle Search Person Index Updates (feature below), a dedicated search platform for Oracle Cloud.	Is dependent on Oracle Search-Based Global Search above or Connections that can be found in the 21A Global HR What's New under Controlled Availability Features.	Customers cannot request Oracle Search as a standalone feature. It has to be requested as via specific Oracle Search-dependent feature like Connections (In 21A Global HR What's New Under Controlled Availability Features or Oracle Search-based Global Search (In the 21A HCM Common What's New under Controlled Availability Features: Fusion Global HR: How to Apply for Connections Under Controlled Availability (Doc ID 2743183.1) Fusion Global HR: How to Apply for Oracle Search-Based Global Search Under Controlled Availability (Doc ID 2743208.1)	Revised 21A - 21D	Open
Across All HCM Products	Oracle Search Person Index Updates	Oracle Search person index is optimized for better performance. This feature is needed for the Oracle Search-dependent features, see Oracle Search for HCM above. Controlled availability customers using HCM Oracle Search features (Connections, Oracle Search-based Global Search, Succession Organization Chart) are required to rebuild the index.	Use of HCM Oracle Search features (Connections, Oracle Search-based Global Search, Succession Organization Chart).	Only customers using Oracle Search features (Connections, Oracle Search-based Global Search, Succession Organization Chart).	Revised 21C - 21D	Open

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.

Navigation to Loader Processes Results

After you submit a Data Loader type of flow pattern, for example, the Load Batch from File or Initiate Spreadsheet Loader flow, you can view the loader process results on the "Import and Load Data" page.

Submit the data loader flow from the Flow Submission page.

After you submit the flow, drill down from the Checklist or Process Results Summary page to view the process results details on the "Import and Load Data" page.

This is a View Only page and you can use the return arrow to navigate back to the Checklist or Process Results Summary page.

View your loader process results in the "Import and Load Data" page.

Steps to Enable

Make the feature accessible by assigning or updating privileges and/or job roles. Details are provided in the Role section below.

If you are using predefined payroll job roles, then no action is necessary. If you are using custom payroll job roles, then you might need to grant the View HCM Import and Load Results function security privilege to your custom role to use this feature.

If the custom job role inherits the predefined duty role you’ll pick up the new privilege, so no action to take.

Details are provided in the Role Information section below.

Key Resources

For instructions on implementing new features in existing roles, refer to My Oracle Support for the following document:

• Upgrade Guide for Oracle HCM Cloud Applications Security (Document ID 2023523.1)

Role Information

Access to the Import and Load Data page is secured by this function security privilege:

Privilege Name and Code	Duty Role Name and Code	Job Role Name
View HCM Import and Load Results HRC_VIEW_DL_IMPORT_AND_LOAD_RESULTS_PRIV	Payroll Batch Load Management ORA_PAY_BATCH_LOAD_MANAGEMENT_DUTY	Payroll Administrator, Payroll Manager, Payroll Coordinator, and Compensation Manager

Records Counts

View at a glance the number of records by status for a given process in the Process Results Details page. The number of records for each status is shown at the top of the page.

This table lists the status tiles of the records and their respective meaning.

Status	Meaning
Total	Sum of all the other statuses and also indicates the total number of records.
Failed	Total number of records in error. Use this tile to navigate to the 'Errors and Warnings' page and view the details of all errors and warnings for all the records (not just on the failed record) in that process.
Pending	Total number of records that are pending and have a status of 'Marked for Retry' or 'Not Started'.
Ignored	Total number of records that are skipped or retroactively added to the process.
Success	Total number of records processed successfully.

NOTE: In some cases, the status tiles aren't displayed. This depends on the types of processes and their statuses. Messages are displayed to inform you about this.

Use the Refresh button to refresh the number of records displayed for each status tile while the flow is in process.

Review and monitor the status of records for a given process in the Process Results Details page.

Steps to Enable

You don't need to do anything to enable this feature.

Simplify Payroll Costing Information Entry for an Employee

You can now enter cost account details for payroll relationship and assignment records or for a specific element for the employee using the Person Costing responsive page.

Note: You must deploy your Cost Allocation Key Flexfield structure, sign out of all sessions of the application and sign back in before proceeding.

Use top region of page to search for costing records.

Search options

Use drop-down lists to expand or reduce your search criteria by costing level or by date. Costing Level default is Employment Level. Existing Costing default is All, which includes current and future costing records.

Choose Specific Date from the Existing Costing drop-down list and a date field is displayed for entry. When you click into the date field, a pop up with the active date range of the employee's payroll relationship is displayed. Enter a date in that range or use the calendar to choose a date to view past costing results. When using the calendar, the dates available to choose from the calendar are based on the payroll relationship date range. Otherwise, the dates are not available or grayed out.

If your employee has multiple assignments, use the Assignment drop-down list to move from one assignment to another. This will automatically requery the payroll relationship and costing records.

You can display all existing costing for all costing levels to have ability to view, edit or add records within each region. Click the Show Prior Records.link to include past costing records into your view. Use the Add button to add new costing records at that level or the Edit to edit an existing record.

NOTE: The date in the search area will be the default effective date when adding or editing costing records. Be sure to change to a different date if the record you are adding or editing has a different effective date.

Simplify costing information entry by using the new Person Costing page. Enter cost account details for payroll relationship and assignment records or for a specific element for the employee.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

The profile option to enable/disable the responsive page is Second Phase of Responsive Payroll Administrative Page (ORA_PAY_PAYROLL_ADMIN_PHASE_2_RESPONSIVE_ENABLED). By default, this is enabled.

Key Resources

For more information on Costing for Persons, refer to these resources in the Oracle Help Center:

• Administering Global Payroll Costing

Access Payroll Costing Information for a Subledger Journal Entry

You can now verify the payroll costing results for a subledger journal entry from the Review Journal Entry Lines page. Use this detailed payroll information for the costing results transaction to help troubleshoot accounting discrepancies.

Use Review Journal Entries page to query specific ledger and view run cost results. Choose transaction line to view the Transaction Summary in the lower region of the page. Click the View Transaction button to see additional transaction details.

Costing Results Transaction Details include person and process details to include element and cost account information. Use the expand line button to view additional details.

View transaction details for a Payment Cost event type transactions.

Costing Results Transaction Details for Payment Cost transactions include person and process details to include element, and account information with the debit and credit amounts.

Verify the payroll costing results for a subledger journal entry from the Subledger Journal Lines page. Use the detailed payroll information for the transaction to help troubleshoot accounting discrepancies.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Costing run results drill down transaction information, such as person number, person name, is controlled by the configuration parameter ORA_PAY_XLA_HIDE_PERSON_DETAIL. If the parameter is set to Y or not set, person details on the Review Journal Entries page and in General Ledger are hidden. If it is set to N, these details are displayed. Default is Y.

Key Resources

For more information on costing results, refer to these resources in the Oracle Help Center:

• Administering Global Payroll Costing

Values Defined by Criteria: Extended Salary Rates Support

With this enhancement, you can perform salary rate calculations before you submit assignment information for the employee on flows such as new hire and promotion. Additional database items have been added to enable salary to support calculations where assignment information hasn't been submitted for the employee. You can use the list of supported database items which have been extended to include assignment attributes such as union name, collective agreement, and standard working hours when you’re defining a values by criteria to be used for Salary Rates.

Database Item	Description
PER_ASG_ESTABLISHMENT_ID	Establishment
PER_ASG_UNION_ID	Worker Union ID
PER_ASG_UNION_NAME	Worker Union Name
PER_ASG_JOB_MANAGER_LEVEL	Job Manager Level
PER_ASG_JOB_MANAGER_LEVEL_NAME	Job Manager Level Name
CMP_ASSIGNMENT_SALARY_BASIS_NAME	Salary Basis
PER_ASG_COLLECTIVE_AGREEMENT_ID	Collective Agreement
PER_ASG_BARGAINING_UNIT_CODE_NAME	Bargaining Unit Name
PER_ASG_BARGAINING_UNIT_CODE	Bargaining Unit Code
PER_ASG_ACTION_CODE	Action Code
PER_ASG_ACTION_REASON_CODE	Action Reason

Support salary rates calculation on flows such as new hire and promotions.

Steps to Enable

You don't need to do anything to enable this feature.

Responsive Page for Payroll Relationships

With this enhancement, you can manage a worker’s payroll relationships on a new responsive page. View and manage details such as Payroll Associations and Payroll Assignment Details.

Payroll Relationships

Use the Assignment switcher to switch between active assignments. To search for an inactive assignment you can use the Advanced Person Search. For assignments that are already final closed, the information shown on the Payroll Relationships page would be view-only for both the assignment and the payroll relationship. 

Select the Overtime Period field to determine the period over which the worked hours will be counted for the employee. Similarly, select the Time Card Required field to determine if a time card is required for payroll to be processed. Both these fields can be managed date-effectively.

The new responsive page also shows view-only information entered for the work assignment in the Human Resources flows such as Hire and Promote. Use the Payroll Assignment Details section to view and manage the assignment-level information for payroll.

Payroll Assignment Details

The Payroll Association region shows the payroll currently associated to the assignment and any prior payrolls up to the Final Close Date. 

Add a Payroll: When you add a payroll, the worker is assigned a new primary payroll association, and if another active payroll association starts at a later date, this newly added payroll association will only be active up to a day prior to that future payroll association start date.

Transfer Payroll: When you transfer an employee to a different payroll, the worker is assigned a new primary payroll association effective the transfer date and terminates the current payroll association.

Edit Payroll: You can update fields as well as remove the payroll association in one of two ways.

1. Delete Payroll: If an employee is assigned to a payroll by mistake, you could delete the payroll association completely.
2. Terminate Payroll: This doesn't terminate the worker but only ends the payroll association effective the date you choose. This is used to stop the worker who’s already been processed in a payroll from being processed in the future. You can use the Reverse Terminate Payroll to undo the terminate payroll action.

Payroll Association

View and manage payroll relationships and associated payrolls on a responsive page.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

• For more info see the Payroll Relationship topic in the Administering Global Payroll guide from the Help Center.

HCM Experience Design Studio for Run Results

You can now create rules for the run results page available using the new page attributes in HCM Transaction Design Studio (TDS) to hide or display supported regions. For example, create a rule for specific roles and/or countries to hide different search results fields, such as Run Type, TRU, and Unit of Measure.

Control visibility of fields on the Run Results page using HCM Experience Design Studio.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

For more information on using the Transaction Design Studio, refer to these resources:

• Chapter 26, HCM Experience Design Studio in the Implementing Talent Management Base guide.
• The Transaction Design Studio -What It Is and How It Works (Document ID 2504404.1) on My Oracle Support

Control the Start Date of the Retroactive Payroll Period

You now have more options to control the start date of the retroactive payroll period. In addition to being able to enter a retroactive start date for all retroactive notifications using the Earliest Retroactive Processing Date parameter, you can now use the new Number of months in rolling period for retroactive changes payroll process configuration group parameter or set an override start date for a specific unprocessed retroactive event notification for an individual employee.

Retroactive Rolling Period Parameter

Set the start date of the retroactive period by using the payroll process configuration group parameter, Number of months in rolling period for retroactive changes, to be used in the Recalculate Payroll for Retroactive Changes or the Recalculate Payroll for Retroactive Changes Single Employee flows. In these retroactive processes, the start date is set to 12 months prior to the process date as the default. For example, if you set the retroactive process date to 31-AUG-2021, the retroactive period start date automatically calculates and sets to 01-SEP-2020. However, you can change the rolling period duration to 24 months for the process to automatically calculate and set to 01-SEP-2019.

Override Start Date for Retroactive Event Notifications

Set the start date of the retroactive period for an employee by using HCM data loader to enter an override date for an unprocessed retroactive event notification. When the event notification is processed, the override date is used to determine the start date of the retroactive period for the employee. By overriding, you can control the number of payroll periods you include in the Retropay process for an employee. When you enter an override date, retropay continues to pick up elements for the entire pay period. Retropay calculates from beginning to end of a pay period and not for partial pay periods.

You can set the start date of the retroactive period to an earlier or later date than the process date of the retroactive event notification. For example, the process date is 10-Oct-2021 and 4-Sep-2021 is entered as the override date for an employee on a monthly payroll. Retropay continues to pick up elements for the entire pay period, which is 1-Sep-2021 to 30-Sep-2021, recalculate the September payroll run and all subsequent runs.

NOTE: When you set an override date for an employee, this is used as the start date for the retropay period. The override date entered on the employee’s retroactive notification takes precedence over start dates defined in the Earliest Retroactive Processing Date parameter and the Number of months in rolling period for retroactive changes parameter.

View override dates for an employee on the event notification page.

Parameters for the Start Date of the Retroactive Payroll Period

You can now limit the number of payroll periods included in the retroactive pay process by setting an earliest start date for the process for all retroactive notifications using both the Earliest Retroactive Processing Date parameter and the Number of months in rolling period for retroactive changes parameter. For example, you may want to set a static start date based on your payroll go-live date and use a rolling period to ensure retroactive pay doesn't calculate for more than a 24 month period. Retroactive pay uses the latest of the two dates when both parameters are set. If you do not want to limit the duration of the retroactive pay period, change the default 12 month rolling period to 999 months.

NOTE: The 12 months rolling period is set by default. Extend the number of months in the rolling period to meet your unique business requirement.

Control the start date of the retroactive period for the Calculate Payroll for Retroactive Changes flow (retropay) as well as for an individual employee.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

This feature creates the Override Date data item and allows update via HCM data loader. Future enhancement will allow updates from the Events Notification page.

Key Resources

For more information on using the Retropay and Event Notifications, refer to these resources in the Oracle Help Center:

• Implementing Global Payroll guide
• Administering Global Payroll guide

Changed Security for Year-End Documents Task

The Year-End Documents task is now secured using the ORA_PAY_VIEW_YEAR_END_DOCUMENTS aggregate privilege.

If you are using the predefined employee roles, no action is necessary. However, if you are using your own versions of these roles, you must ensure that your employee job roles have the following aggregate privileges to access payslips and year end documents:

• View Payslip - ORA_PAY_VIEW_PAYSLIP_MANAGEMENT_DUTY
• View Year-End Documents - ORA_PAY_VIEW_YEAR_END_DOCUMENTS

After you add the aggregate privilege you should regenerate your employee role.

The new aggregate privilege provides security to the Year-End Documents task.

Steps to Enable

Make the feature accessible by assigning or updating privileges and/or job roles. Details are provided in the Role section below.

Role Information

This table shows the aggregate privileges that secure the task and the predefined roles that inherit it.

Task	Aggregate Privilege	Job Role
Year-End Documents	View Year-End Documents - ORA_PAY_VIEW_YEAR_END_DOCUMENTS	Employee

NOTE: If you are using the predefined roles, no action is necessary. However, if you are using user-defined versions of these roles, you must ensure that your job roles have this aggregate privilege.

Improved Page Performance for Statement of Earnings

After you submit a QuickPay flow and open the Statement of Earnings (SOE) page for an employee, the page first loads the Net Pay amount of the employee. You can view at a glance the Net Pay amount for the employee. The page displays an icon to indicate that the page is loading more information such as the total amounts of other balance groups, as shown in this figure here:

After all information is loaded onto the page, you can navigate to the other regions of the SOE. For example, you can expand the Gross Pay or Employee Tax Deductions to view more details of the calculations.

This enhancement improves the performance of the SOE. You can quickly open the SOE and view at a glance the Net Pay amount of the employee and also navigate to other regions of the SOE.

Steps to Enable

You don't need to do anything to enable this feature.

Added Guidance for Payment Method Creation

Your employee must create a bank account and associate it to a payment method in order to be paid by direct deposit. You now have a warning to remind employees to associate their bank account to a payment method so they can be paid by direct deposit. When your employee creates a bank account, they receive this warning message to remind them to add a payment method to be paid into the new bank account. This warning message appears each time an employee creates a bank account.

In addition to the new warning message, you now have a banner in the My Payment Methods area when bank accounts exist but there aren't any payment methods. When your employee has created bank accounts but has no payment methods, they will see this banner. This banner will remain until at least one payment methods is associated to an existing bank account.

Use the new messages as guidance to create bank accounts and payment methods in self-service.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

For more information about bank accounts and payment methods, see the View My Payslip and Bank Details section of the Using Global Payroll for Employees guide on Oracle Help Center.

Payroll for Bahrain

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

Social Insurance Calculation

With this enhancement, calculate social insurance contributions accurately with the delivered legislative rules and information for citizens of Bahrain and the other GCC countries. In order to calculate the social insurance, information such as the Employer type, the Contributory Salary reference formula, Registered for Social Insurance, and Sector is required.

You can use the Organization Calculation Card to specify the Employer Type, Sector, and any Contributory reference formula. The Person Calculation Card provides details of the Citizenship of the employee, whether registered for Social Insurance and Exempt from SI Contribution Difference. You can also specify Override and Adjustment amounts to update the Contributory Salary.

The Contributory Salary balance is the basis for the calculation of social insurance. The Contributory Salary Override value is considered in the first month of payroll processing for the employee (when a new hire) or in the first month of the year (January). If there is no override specified, then the user-defined formula is used. 

If the employee is a Bahraini citizen the contributory salary is used as a base to calculate both employee and employer contributions subject to a minimum of 327 BHD (Government Sector) and no maximum range, and a maximum of 4000 BHD (Private Sector), but no minimum salary range.

The application considers the employee's basic contribution as 6% of the contributory salary and the employee's unemployment contribution as 1% of the contributory salary. For the employer's basic contribution in the Government Sector, the application calculates 15% of the contributory salary, the employer's hazards contribution as 3% of the contributory salary, and the employer's unemployment contribution as 1% of the contributory salary.

NOTE: For the employer's basic contribution in a Private Sector, the application calculates the employer's basic contribution as 9% of the contributory salary and the employer's hazards contribution as 3% of the contributory salary.

The Employee Social Insurance Details calculation card is created automatically and is associated with the TRU for all employees working in Bahrain when a Payroll Relationship is created.

Calculate social insurance contributions accurately with the delivered legislative rules and information for citizens of Bahrain and the other GCC countries.

Steps to Enable

You don't need to do anything to enable this feature.

Gratuity

With this enhancement, you can calculate gratuity accurately on the termination of an employee for all citizens in both the government and private sectors. Gratuity payment is based on the length of service and whether the termination was initiated by the employee or the employer. If the Reason for Leaving is Dismissal no gratuity payment is made unless an override exists. All types of paid leave are considered when calculating the length of service for gratuity. Gratuity calculations will not be processed if an employee has less than three months of service.

Use the Monthly Gratuity Estimate element to trigger the calculation of an estimated gratuity payment.

Organization Calculation Card: You can choose to provide a gratuity or pension benefits program and define a Gratuity Formula to calculate the gratuity payment. Select 'True' on the check box for Gratuity to be Paid to activate the monthly gratuity accrual process. Attach the monthly salary calculation formula to the calculation card at the PSU level.

Person Calculation Card: You can set Override Amounts to override the gratuity amount calculated by a delivered formula. Use the component detail 'Bahrain Employee Gratuity Details' to specify the Override Amount and Latest Gratuity Payment Date.

Use the Employee Gratuity Details calculation card to trigger the gratuity payment process. It covers the employee gratuity details, the Bahrain citizen's gratuity details, and also the Article 111C payment. This card is created automatically as part of the termination process if your product usage is set to Payroll or Payroll Interface.

With this calculation card you can:

• Override the gratuity amount calculated by the delivered formula in the Bahrain Employee Gratuity Details.

• Enter an amount in addition to the gratuity payment based on the labor law Article 111C in the Article 111C Details calculation component details.

• Enter the Bahrain citizens gratuity information for Bahraini citizens who are registered for Social Insurance, work in a private sector, and whose contributory salary exceeds the maximum contributory salary.

Elements and Balances: You can verify the delivered elements and balances for gratuity, so the gratuity calculation is correct for the Legislative Data Group (LDG).

Calculation Value Definitions: Use the delivered calculation value definitions from the value definition group Gratuity, with a calculation type of Flat Amount.

Automatic Gratuity Calculation Card Creation: The application automatically creates a gratuity calculation card when an employee is terminated and isn't registered for Social Insurance.

Monthly Gratuity Estimate: Add the element Employee Gratuity Accrual Initiator to the employees to initiate the accrual process and trigger the calculation of an estimated gratuity payment.

Legislative requirement to calculate gratuity correctly for all eligible employees.

Steps to Enable

You don't need to do anything to enable this feature.

Statement of Earnings and Payslip

With this enhancement, you can use a fully operational Statement of Earnings and Payslip that meets your requirements to validate the results of the payroll run and pre-payments for an employee as part of the payroll lifecycle.

The Statement of Earnings can be accessed from the Person Process Result page and contains the details for:

• Gross to Net

• Earnings

• Deductions

• Pre-Statutory Deductions

• Other Deductions

• Information

• Employer Contributions

The Payslip is generated automatically when the payroll and post-payroll processes are complete. The default language for the Payslip is English and can be translated based on correspondence language.

Validate the results of the payroll run and pre-payments for an employee as part of the payroll lifecycle.

Steps to Enable

You don't need to do anything to enable this feature.

Payment Transfer

With this enhancement, transfer employee payments such as direct deposits to bank accounts (EFT). You can also print cheques, pay by cash, or process the international transfer.

You can use the provided templates for EFT (based on the Bahrain Electronic Fund Transfer System ) or cheque to create templates for your own usage. To process EFT within the bank, you must specify an International Bank Account Number (IBAN) number. Any transfer requests without the IBAN number or showing only the recipients account numbers will not be processed, without any liability on the part of the Bank.

Transfer employee payments by their chosen method of payment.

Steps to Enable

You don't need to do anything to enable this feature.

Social Allowances

With this enhancement use the Bahrain specific element template and calculation rules for social and other allowances. The social allowance can be a flat amount or a percentage of salary or a grade rate. Use the element template to create social allowances and the required objects such as elements, balances, and value definitions to enable calculation during the payroll process.

Use the Create Element window to initiate the creation of an element. After selecting the primary classification of Standard Earnings the secondary classification will be available. You can then enter a calculation rule and specify whether the calculation is a Flat amount, Grade Rate, or Percentage of earnings. The additional secondary classifications are as follows:

• Social Allowance
• Cost of Living Allowance
• Housing Allowance
• Transport Allowance
• Phone Allowance
• Supervision Allowance
• Shift Allowance

The following exceptions apply for Social, Cost of Living, and Housing allowances.

Allowance Name	Exception
Social Allowance	Dependent on marital status single or married Only for GCC citizens working in Bahrain Maximum amount for allowance only for government sector
Cost of Living Allowance	Dependent on marital status single or married Only for GCC citizens working in Bahrain
Housing Allowance	Dependent on marital status single or married

Element input values, calculation value definitions, subclassifications, balances, balance dimensions, balance feeds, and the relevant formula are created based on the secondary classification.

Bahrain element template for allowances, distinguishing between social and nature of work characteristics.

Steps to Enable

You don't need to do anything to enable this feature.

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.

Attribute Visibility Changes

Take advantage of the changes to the display of these attributes, delivered as Transaction Design Studio rules.

Actions: Payroll Relationship

• Hide “Overtime Period for Payroll”
• Show “Time Card Required for Assignment”

Create a better user experience by changing the display of the attributes covered by this feature.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

If the changes made to the visibility of the attributes covered by this feature don't meet your business requirements, you can modify their visibility using Transaction Design Studio.

Key Resources

See the following My Oracle Support documents for more information:

• Oracle Support Document 2504404.1 (Transaction Design Studio – What It Is and How It Works)

Enhanced Support for CPP and QPP Exemptions During Unpaid Leave

Enhancements were implemented to support processing of CPP and QPP exemptions when only taxable benefits are processed during an employee’s unpaid leave.

The CPP and QPP basic exemption balances (employee and employer) are now updated during a period of unpaid leave when taxable benefits in kind are processed with no other remuneration, respecting the pay period limit.

Supports enhanced processing for CPP and QPP exemptions during an employee’s unpaid leave.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

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

Canada Information Center

https://support.oracle.com/rs?type=doc&id=2102586.2

• Welcome tab > Product Documentation > Technical Briefs > 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.  Refer to the document below on the Canada Information Center for additional information.

https://support.oracle.com/rs?type=doc&id=2102586.2

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

Generate Statutory Deduction Report for New Dimensions

In addition to showing Year-to-Date balances, you can now generate the Statutory Deduction Report for the Latest Process to show payroll balances for Month-to-Date (MTD), Period-to-Date (PTD), and Inception-to-Date (ITD or Lifetime) balances.

Supports additional dimensions reported for the Statutory Deduction Report.

Steps to Enable

The Statutory Deduction Register for the Latest Process produces output with Year-to-Date (YTD) balances only. However, if you want to extend the report to display one or more of the additional dimensions, follow these steps.

1. Determine which of the additional balance dimension types (PTD, MTD, and ITD) you want reported, and for which balances.

NOTE: In this example, the PTD dimension for the CPP Employee Reduced Subject balance is added. This same process can be followed to add the other dimensions for any other base balance for the Statutory Deduction Report.

2. Review the existing balance dimensions for the Base Balances for Statutory Deductions report balance group usage. Navigate to the Balance Group Usages page. Search and select the balance group usage under the Global Statutory Deductions Report report type.

3. For the Base Balances for Statutory Deductions report balance group usage, determine the appropriate balance dimension name that has the relevant contexts. Use the existing balance group usage item for YTD as a reference. For example, if the balance dimension name used for YTD is Relationship Tax Unit Year to Date, you should use Relationship Tax Unit Period to Date for PTD.

4. Add the balance group usage items for the dimensions you require.

Tips And Considerations

Only the Text (CSV) and Excel formats include the PTD, MTD and ITD values. The PDF format is not impacted.

The full list of new balance group usage item dimensions now delivered to support this feature are:

• Relationship Tax Unit Period to Date
• Relationship Tax Unit Inception to Date
• Relationship Tax Unit Month to Date
• Relationship Tax Unit,Province Period to Date
• Relationship Tax Unit,Province Month to Date
• Relationship Tax Unit,Province Inception to Date

The full list of existing balances available to display on the report are:

• CPP Employee Reduced Subject
• CPP Employer Reduced Subject
• EI Employee Reduced Subject
• EI Employer Reduced Subject
• Federal Tax Reduced Subject
• QPIP Employee Reduced Subject
• QPIP Employer Reduced Subject
• QPP Employee Reduced Subject
• QPP Employer Reduced Subject
• Provincial Medical Subject
• Provincial Tax Reduced Subject
• Payroll Tax Reduced Subject
• Workers Compensation Subject

Key Resources

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

• Canada Information Center
  • https://support.oracle.com/rs?type=doc&id=2102586.2
  • Welcome tab > Product Documentation > Technical Briefs > 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.  Refer to the document below on the Canada Information Center for additional information.
  • https://support.oracle.com/rs?type=doc&id=2102586.2
  • Welcome tab > Other Documents > How To Use My Oracle Support Hot Topics Email Subscription Feature

Option to Create Provincial Medical Employer Liability for BC and MB in Payroll Run

You may now generate the provincial medical employer liability for British Columbia and Manitoba in the payroll run by configuring the options for the Payroll Statutory Unit.  To calculate the liability in the payroll run, check the new Calculate liability in payroll run option for each province.  To continue to calculate the liability in the Provincial Medical Report, leave the options unchecked.  Unchecked is the default.

This is the Calculate liability in payroll run option on the Payroll Statutory Unit tab for Manitoba.

This is the Calculate liability in payroll run option on the Payroll Statutory Unit tab for British Columbia.

If you select the option to calculate the liability in the payroll run, the following applies:

• Related balances are available in the SOE, balance view, element entries, and so on.
• The Provincial Medical Liability results element will now include provincial medical account information.
• The element is available for costing.
• The employer liability will appear on global reports.
• If the Calculate liability in payroll run option is selected, then the Provincial Medical report will not produce any output.
• As the calculation is now processed for each employee, there may be rounding differences when compared with the liability calculated using total wages for the province, as processed in the Provincial Medical Report.

This supports processing the provincial medical liability in the payroll run.

Steps to Enable

Use the Manage Legal Entity HCM Information task to access the Calculate liability in payroll run option on the Payroll Statutory Unit tab for the province.

Tips And Considerations

The following rules apply if the Calculate liability in payroll run option is checked:

• You can only configure this option if there is no exemption for the account.  Each account must contain only one rate or you will receive an error if you attempt to select this option.
• You can configure different rates for different effective dates.

Key Resources

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

Canada Information Center

https://support.oracle.com/rs?type=doc&id=2102586.2

• Welcome tab > Product Documentation > Technical Briefs > 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.  Refer to the document below on the Canada Information Center for additional information.

https://support.oracle.com/rs?type=doc&id=2102586.2

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

Taxation of Retroactive Earnings After TRU Transfers

When processing a TRU transfer for the same assignment, you now have the option to tax retroactive earnings based on either the source or the target TRU. This new option allows you to define how to tax retroactive earnings following a TRU transfer. The options are:

• Y or blank: Date Earned -- Retroactive earnings are taxed based on the source (or original) TRU – this is the existing and default behavior
• N: Date Paid -- Retroactive earnings are taxed based on the target (or current) TRU

This feature provides the ability to process negative retroactive entries in the target (or current) TRU after a TRU transfer occurs. These negative entries are no longer ignored in the payroll process because of the association to the source (or original) TRU. For example, in the case where a TRU transfer occurs for a single assignment, and the TRU Rule for Retro Entries parameter has been set to ‘N’, the negative retroactive entries will now be processed in the target (current) TRU, and employees are no longer overpaid.

Provides the flexibility to meet the business requirements for the taxation of retroactive earnings when TRU transfers occur for the same assignment.

Steps to Enable

To change the existing default behavior to tax retroactive earnings based on the date paid, and use the target TRU, add the Process Configuration Group parameter TRU Rule for Retro Entries. By default, the action parameter TRU Rule for Retro Entries does not exist in the Action Parameter Group. If you want to override the default behavior, you must add this new parameter with a value of ‘N’. Use the Payroll Process Configuration page, under My Client Groups, to add the parameter and override the value, if required.

Tips And Considerations

Note these important considerations for this feature:

• Once this rule is set, do not change it for each payroll run.
• You don’t have to do anything unless you want to change the current behavior.
• This feature does not support multiple assignment scenarios. It only supports TRU transfers of the same assignment.

Key Resources

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

• Canada Information Center
  • https://support.oracle.com/rs?type=doc&id=2102586.2
  • Welcome tab > Product Documentation > Technical Briefs > 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.  Refer to the document below on the Canada Information Center for additional information.
  • https://support.oracle.com/rs?type=doc&id=2102586.2
  • 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.

Card Types Not Used in the China Localization Are Hidden

The following card types that are not used in the China localization are now hidden.

• Involuntary Deductions
• Benefits and Pensions
• Obligatory Deductions

These cards were hidden, so that only allowed card types will show for China.

Steps to Enable

You don't need to do anything to enable this feature.

Future Tax Reporting Unit Association Info Is Removed Or Not Copied In A Global Transfer Within A Legislative Data Group

When transferring employees from one legal employer to another within a China legislative data group, the future tax reporting unit association change will do the following:

• If both legal employers share a payroll statutory unit, the existing Deduction Information card continues to be used, but the future tax reporting unit association change will be removed.
• If the two legal employers have different payroll statutory units, the future tax reporting unit association change will not be copied over for the newly created Deduction Information card under the transfer-in payroll relationship. The same will apply to the future change of the Use Annual Exemption in Monthly Calculation, Tax Reporting Unit Hire Date and Tax Reporting Unit Termination Date attributes.

This enhancement insures that the tax reporting unit is handled correctly in a transfer.

Steps to Enable

You don't need to do anything to enable this feature.

Process Retro Pay Under The Transfer-In Tax Reporting Unit After Transfer

When there are retropays made against the original assignment, the retro element entries are processed under the transfer-in tax reporting unit as follows:

• An employee is transferred within a legal employer, resulting in a tax reporting unit update from one to another
• An employee is transferred across legal employers within a China legislative data group resulting in a tax reporting unit update from one to another, both legal employers share a payroll statutory unit

This insures that tax and social security contributions are calculated correctly when processing retropays for employees who have been transferred between tax reporting units.

Steps to Enable

You don't need to do anything to enable this feature.

Payroll for Mexico

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

Employer State Tax Age Exemption

Comply with the legislative requirements that determine employees that are exempt from Employer State Tax based on their age.

These employees are state tax exempt:

• For Coahuila State, employees 60 years of age or older

• For Colima State, employees older than 65 years of age

• For Jalisco state, employees older than 60 years of age

• For Morelos state, employees older than 60 years of age

To determine whether an employee is eligible for a state tax exemption, the employee's age is calculated as at the payroll period end date.

This feature improves the accuracy of your employer state tax processing.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

In the Taxes region of the Employee Tax Card, you can use the State Tax Exempt value definition to exclude an employee from employer state tax in any state.

Social Security Reporting Updates

With this enhancement, you can comply with the Mexico Social Security program Sistema Único de Autodeterminación de Cuotas del IMSS (SUA) reporting as the Worker Data file now includes:

• Municipality Code
• Social Insurance Pension Type
• New disability category

Municipality Code

The Municipality Code is a three-character code assigned by IMSS to those employers with a Registro Patronal Único / Unique Employer Registration (RPU). If the Municipality Code is entered, it will be reported in the Municipality Code field in the SUA worker data and in the Worker's ID field in the Social Security Affiliation Reports: Hires, Salary Changes and Terminations. However, if the Municipality Code is not entered, then the first three characters of the employer social security identifier will be reported in the Municipality Code field in SUA worker data.

To enter the Municipality Code, navigate to the Manage Legal Reporting Unit HCM Information, Setup and Maintenance task.  Search and select the legal reporting unit. Select the Edit button to correct or update and choose the Mexico Tax Reporting Details option. Enter the Municipality Code and save your work.

The Social Security Affiliation Report will also report the Municipality Code if you have entered it.

Mexico Tax Reporting Unit Details

Social Insurance Pension Type

The Social Insurance Pension Type is new to the worker data file. It's entered in the person’s Legislative Info section.

Hire an Employee

The possible values are:

• No Pension
• Pension on Disability and Life
• Pension on Age Outpost and Oldness

The default is No Pension. The worker data file reports this default if no value is selected.

New Disability Category

The SUA Disabilities file includes the reporting of the new disability category for "Permit caused by medical care for children with cancer". This category is available when you create an employee's disability.

Disability Info

Comply with Mexico's social security reporting requirements.

Steps to Enable

You don't need to do anything 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.

Social Insurance Customization

With this enhancement, you can override the delivered calculation value definitions to customize the social insurance calculation either at an LDG or PSU level.

LDG Calculation Value Definition Overrides

You can override a calculation value definition defined with a single range at the LDG level by adding additional rows to the delivered calculation value definition.

PSU Calculation Value Definition Overrides

You can override a calculation value definition defined with a single range at the LDG level by entering a value on the PSU Employer Social Insurance Fund Details calculation card.

NOTE: Values entered as an override on the Enterable Calculation Values on the Calculation Card tab take priority over any override at the LDG level. If you don’t specify any override values, then the delivered values are used.

If all employers within an LDG use the same value for a particular calculation value definition, then that value can be overridden at the calculation value definition, LDG level.

If an employer wants to use a value that is different from other employers within an LDG then they should be able to override the calculation value definition at the PSU level.

This gives the ability to override delivered calculation value definitions used to calculate social insurance or pension fund deductions.

Steps to Enable

You don't need to do anything to enable this feature.

Social Insurance for GCC Citizens Working in Saudi Arabia

Use the additional balances provided to manage contributory salary when calculating social insurance contributions between employees and employers for GCC citizens working in Saudi Arabia.

Employee Contributions: To calculate the employee contributions, you can use the information balance, Private Sector Contributory Salary Base.

Employer Contributions: To calculate the employer contributions, you can use the information balance, Employer Contributory Salary.

Employer Contributions Paid by Employee: To calculate the employer contributions paid by the employee, you can use the information balance, Employer Contributions paid by Employee.

You can use the GCC citizen country to identify the appropriate information balances (the suffix is the country).

Comply with the legislative requirements for calculating social insurance for all GCC citizens working in Saudi Arabia.

Steps to Enable

You don't need to do anything 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.

Benefits and Pension Integration

Employees can access My Pensions from the Benefits work area in the employee self-service to enrol, un-enrol, change contributions, and even change to another pensions scheme.

To see all the pension schemes that the employee is eligible for, click Add.

The employee can select a pension scheme, if there is no pension scheme selected.

The employee can change the contribution and further edit other information. Where the employee has already been enrolled to a pensions scheme, they can edit to change their contribution. If they are eligible for other schemes, a message is displayed enabling them to view the other eligible schemes.

If the employee wants to join another scheme, they must end the enrolment to the current scheme before enrolling into another one.

You can now leverage the new My Pension quick action under Employee Benefits to synchronize data between Benefits pension enrolments and Payroll calculation cards, and eliminate manual integration tasks.

Steps to Enable

To set up rates for pension schemes use the Pension Schemes tab and to set preferences use Pensions and Benefits Information tab on the Legal Employer page.

Under Pension Schemes, you can set up the rates for individual schemes and link to eligibility profile.

Under Pensions and Benefits Information, you can enable single scheme or multiple scheme enrolment. This default value is set to Enable single scheme enrolment. You must set up the pension scheme information for each legal employer.

Once you have enabled security for My Pensions using the new duty role UK Pensions Enrolment for the employees to access the new user interface, any data entered or updated by the employee will automatically update the relevant calculation card (Benefits and Pensions, and Pensions Automatic Enrolment) and components.

Role Information

A new Duty Role UK Pensions Enrolment is available.

A new privilege Manage UK Pension Contribution is available.

Global Transfer for Student Loan and Postgraduate Loan Components

You can run the Global Transfer process to copy data for the Student Loan and Postgraduate Loan components in the Court Order and Student Loans calculation card. You can use the mass legal employer transfer process for transfers within the same legislative data unit. You must ensure that the Court Order and Student Loan calculation card exists and is active prior to the global transfer date.

Here's what happens for transfers within the same tax reporting unit:

• Existing student loans and postgraduate loans components in the Court Order and Student Loans calculation card would remain the same.
• The deductions will add to the existing balances.

Here's what happens for transfers to a different tax reporting unit:

• The process creates a new Court Order and Student Loans calculation card when there's an existing student loan or postgraduate loan component on the source tax reporting unit.

• The card and the components are associated with the new tax reporting unit.

• Student loan and postgraduate loan details are copied from the existing card to the new one.

• Individual assignments are not associated with the components, and no association details are created.

• Once the transfer is complete, any year-to-date balances are not carried forward. In the new TRU and HMRC Payroll ID, the student loan and postgraduate loan balance deductions are set to zero.

• Here's what's copied for student loans:
  • Plan Type
  • Student Loan Deduction Start Date
  • Start Notice Date of Issue SL1
  • Student Loan Deduction Stop Date
  • Stop Notice Date of Issue SL2
  • Eligibility for repayment of teachers loans
  • Last Update Process Sequence

• Here's what's copied for postgraduate loans:
  • Postgraduate Loan Deduction Start Date
  • Start Notice Date of Issue PGL1
  • Postgraduate Loan Deduction Stop Date
  • Stop Notice Date of Issue PGL2
  • Override Amount
  • Last Update Process Sequence

The transfer process automatically copies the values for student loans and postgraduate loans from the Court Order and Student Loan calculation cards. This eliminates the need to create the calculation card for the new record manually.

Steps to Enable

You don't need to do anything to enable this feature.

LGPS Stakeholder Pension

You must now create the Stakeholder Pension using the enhanced element template for Voluntary Deductions:

• Create the element with primary classification Voluntary Deductions. 
• Select the secondary classification Additional Pension Contributions After Tax classification.
• Select parent pension scheme Local Government Pension Scheme.

This enhancement changes the way in which you create the stakeholder pension scheme. You must no longer use the Pre-statutory Pension element template to do this.

Steps to Enable

You don't need to do anything to enable this feature.

Teachers' Pension MCR Diagnostic Reports

Run the HCM UK TPS Generic Setup Diagnostics report to validate your Teachers' Pension initial setup.

The report includes a list of the organization structures that have Local Authority Number, MAT or Payroll Provider Number, or Establishment Number recorded and validates the format of each.

It also lists which of the following are created or gives a warning if they don’t exist:

• Main qualifying pension scheme elements and additional contribution type elements (or missing element eligibility)

• User-defined values created for these calculation value definitions:   
  • TPS Employee Pension Rates   
  • TPS Employer Pension Rates        
  • TPS Employee Pension Rates Tier    
  • TPS Pensionable Annual Salary Minimum and Maximum

• Rate definitions for the elements that feed the pension scheme eligible compensation balance.

• Balance feeds for permanent pensionable pay, assumed pensionable pay, and eligible compensation elements.

• Absence types created for the legislative grouping codes used by TPS.

• Extended lookup mappings for assignment category and pension joining method lookup types.

After generating the MCR submission, run the HCM UK TPS MCR Submission and Assignment-Level Diagnostics report to validate and troubleshoot your monthly MCR submission and the assignments included in it.

To validate the MCR submission, your parameters must include Payroll Statutory Unit and Effective Date (required parameters) and also Local Authority Number. The report will check for incomplete series of monthly submissions (based on the effective date) or multiple MCR flow submissions in the same period.

To validate assignment and person information, your parameters must include Payroll Statutory Unit and Effective Date (required parameters) and also Assignment Number. The report will check if the assignment exists in the PSU and whether a teacher reference number, role identifier, and association with the establishment number exists too.

You can run the diagnostic tests from the Diagnostic dashboard. To do this, select Settings and Actions > Troubleshooting > Run Diagnostic Tests.

This feature enables you to ensure accuracy in the teachers' pension MCR submissions by tracking issues in the initial set up and validating the MCR submissions and assignments.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

• For more information, see the product paper Public Sector Pensions: Teachers’ Pension Schemes (Document ID 2687236.1) on My Oracle Support.

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.

457 (b) Special Catch-Up Enhancement

This feature augments the processing of 457 (b) special catch-up contributions.  For contributions slated to process January 1, 2022 or later, you can now specify an under-utilized contribution amount.  The payroll process applies the necessary legislative limits on the special catch-up the employee contributes each year.

For employees that are already contributing to special catch-up, you must update their Benefits and Pensions card component to enter the under-utilized contribution amount.  If an employee is set as eligible for special catch-up but doesn’t have an under-utilized amount, the payroll process doesn’t perform a deduction.

1. From My Client Groups, click Payroll.

2. Click Calculation Cards.

3. Search for and select the person.

4. Open their Benefits and Pensions card for editing.

5. Select their 457 (b) plan’s calculation component.

6. Select Enterable Calculation Values on Calculation Cards, and click Create.

7. Search for and select Accumulated Under-Utilized Contributions for Special 457 (b) Catch-Up.

Edit Calculation Values

8. Enter the person’s under-utilized amount, and click OK.

9. Save and submit your changes.

This feature improves the accuracy of employee under-utilized contribution calculation.

Steps to Enable

You must run the Element Upgrade process on your 457 (b) elements.

Tips And Considerations

Special catch-up contributions begin once the employee has met their regular contributions for the year.

If the person has a high under-utilized amount, their contributions may be limited for the year, as the special catch-up is subject to legislative limits.

Each year the person is eligible for special catch-up, you must update their under-utilized contribution calculation value on the Benefits and Pensions card component.  End-date the previous year’s card component (unless no contributions were made in the year), and define one for the next year that reflects the current amount (unless they are no longer eligible).  If the person is no longer eligible, update Employee Eligible for Special 457 (b) Catch-Up Contributions to No at start of the year.

This feature provides calculation values that:

• Specify the total under-utilized contribution amount for 457 (b) special catch-up

• Enable employer match on special catch-up contributions

• Designate employer match amounts on special catch-up contributions

Key Resources

• Refer to Chapter 12, “Set Up Elements”, in the Implementing Payroll for the United States guide.

Involuntary Deductions for the US Virgin Islands

We have made it easier for you to perform payroll processing of US Virgin Islands employees through the support of involuntary deduction processing. The rules needed for configuring and payroll processing of child support, spousal support, alimony, garnishment, and creditor debt deductions are predefined. 

Expands your payroll processing by providing support for the configuration and payroll processing of support, garnishment, and creditor debt deductions.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

• Oracle Cloud Human Capital Management for the United States: Involuntary Deductions Processing Guide (Doc ID 1597039.1).

Tax Levy Involuntary Deduction Enhancement

We have improved the processing of Federal Tax Levies and Arizona Regional Tax Levies.  When deriving the employee’s protected pay amount, the payroll process now uses a formula to derive the Form 1494 amount, rather than pull the amount from predefined calculation value definitions.

This feature simplifies the tax levy calculations for protected pay. 

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

The new derivation applies to federal and Arizona tax levy orders with a Statement of Exemptions Received Date on or after January 1, 2022.

Key Resources

• Oracle Cloud Human Capital Management for the United States: Involuntary Deductions Processing Guide (Doc ID 1597039.1).

Support for Dynamic Payroll Relationship Groups

We have simplified your payroll reporting and processing with the inclusion of formula-based dynamic payroll relationship groups.  These relationship groups allow you to easily determine whether a payroll relationship is included or not, based on rules evaluated at the time of submitting the flow.  This avoids the need to maintain a static allow-or-block list of workers.

The following flows now support these groups.

• Employee Active Payroll Balance Report
• Involuntary Deduction Audit Report
• Start-of-Year Process
• Tax Withholding Card Audit Report
• US Tax Balance Adjustment
• W-2 Employee Report
• W-2C Employee Report
• W-2 Register
• W-2C Register

This feature enables you to define payroll relationship groups based on certain criteria without having to constantly add or remove payroll relationships that satisfy or fail the criteria, respectively.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Dynamic payroll relationship groups evaluate payroll relationships one-by-one against the defined rule (formula). Given the sequential nature of the comparison, reports and processes for large worker population may run slower if filtered using a dynamic payroll relationship group. In determining whether the use of dynamic payroll relationship groups is appropriate for your needs, you must weigh the benefits of reduced effort to maintain the payroll relationship groups against the increased completion time.

Key Resources

• For further info, see Overview of Object Groups in the Help Center.

Employee Transfer Enhancement for Overtime Balances

We have enhanced the employee transfer processes to better support transfers that occur during the overtime period. Four new balances are included in the US Global Transfer Group object group. 

• Total Overtime Earnings
• Total Overtime Hours
• Prior Overtime Earnings 
• Prior Overtime Hours

Object Group task

This feature helps ensure the integrity of your employees' overtime balances during the transfer process.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

• During earnings element definition, if you select Yes to either of the overtime base rate questions, the element wizard creates the same balance feeds to the Total Overtime Earnings and Total Overtime Hours balances as it does for Overtime Earnings and Overtime Hours.
• During the Local and Global Transfer process, the copy balances adjusts the Prior Overtime Earnings and Prior Overtime Hours balances on the target relationship from the Total Overtime Earnings and Total Overtime Hours balances on the source relationship.
• If you have feeds to the existing Overtime Earnings and Overtime Hours balances, when you install this update bundle, it creates similar feeds to the Total Overtime Earnings and Total Overtime Hours balances.
• When running payroll, it performs blended-rate calculations on the target relationship using the new Prior Overtime balances only when you have set the premium rate calculations at the payroll statutory unit level.  To enable this:

  1. Open your legal entity calculation card for editing.

  2. Select the Federal component group.

  3. Select the Overtime Rules calculation component.  Add it if it doesn’t already exist.

  4. Click Enterable Calculation Values on Calculation Cards.

  5. Search for and select Aggregate Overtime Premium Rate for all TRUs within the PSU.

Aggregate Overtime Premium Rate for all TRUs within the PSU calculation value

Note:  The name of this calculation value is changing to Overtime Premium Rate Calculation Level in release 22A.

6. Select Yes, and click OK.

• If your current organization model is one PSU mapped to one tax reporting unit (TRU), and you want the blended rate calculations to consider the source relationship overtime balances, then you must copy the balances (either during the employee transfer or afterwards).  You don’t need to if your current organization model is one PSU mapped to multiple TRUs.
• Before you attempt to copy these balances (during an employee transfer or afterwards), you must complete all payroll processing on the source relationship.

Key Resources

For further info, see "Overview of Copying Balances" in the Help Center. 

Global Payroll Interface

Oracle 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.

Global Payroll Interface Updated with Technical Enhancements

Enhance your payroll interface capabilities using the technical enhancements delivered in Global Payroll Interface V2. Changes are made to the Global Person Data Level DBI group names so as to fetch proper names during global transfers and rehires.

NOTE: If you are using the delivered Global Payroll Interface V2 to interface with your payroll partner, you should perform a baseline extraction after applying this patch.

You can perform with regular data changes and extractions after the baseline extraction.

Enhance your payroll interface capabilities using the technical enhancements delivered in Global Payroll Interface V2.

Steps to Enable

You don't need to do anything to enable this feature.

Global Payroll Interface Template Enhanced with Additional Grade Attributes

The Global Data section of the Global Payroll Interface template now includes the following additional grade attributes.

Attribute	Description
Grade Ladder	A grade ladder is associated with the assignment. The grade ladder includes grade steps that indicate the sequence of progression of a worker within the grade.
Grade Step	Grade step (within the grade) associated with the assignment.

These attributes help correct salary configurations.

To use the new attributes you must regenerate your payroll interface from the enhanced template using the configurator.

NOTE: Ensure you do a baseline extraction after you apply this enhancement. 

You can continue with regular extractions after completing the baseline extraction.

Use the new attributes of grade ladder and grade step added to the Global Payroll Interface template for accurate salary configurations.

Steps to Enable

You don't need to do anything to enable this feature.

Use the Enhanced US ADP Workforce Now Payroll Interface V2

Take advantage of the new version of ADP Workforce Now Payroll Interface to improve the interfacing with the ADP Workforce Now Payroll application.

NOTE: The ADP Workforce Now Payroll Interface V2 is mandatory for using the new feature “Payload Rule” configurator to integrate with ADP Workforce Now.

The following features are available to you with Workforce now Payroll Interface V2:

Payload Rule

Use the Payload rule to configure the required attribute for the ADP Workforce Now Payroll integration.  You can select or deselect the delivered attributes you want to include in the extract output file. Or, you can hide the information that you don’t want to send in the extract output file.

Payroll Transfer

When you transfer an employee from Monthly payroll to Bi-weekly payroll, then the extract will send the new payroll information along with related employment and payroll data to the third-party payroll system.

Enhancement to the Delivered Custom Fields

Use the enhancement to the delivered custom fields at data capture page. You can select the values from the List of values instead of entering them manually. This helps by avoiding the erroneous data being entered in the interface extract output file. Additionally, you have the control to maintain the validated values on the value sets.

Here are the extract definition and process flow names for ADP Workforce Now Payroll Interface V2:

• Extract Definition name: US ADP Workforce Now Payroll Interface V2
• Process Flow name: Run Payroll Interface for ADP Workforce Now V2

This enhancement provides these additional features along with all the functionalities and features of the earlier version:

• Neat data set extraction: Redundant and obsolete attributes information are removed from the data set extraction, For example, the redundant federal level attributes in the calculation card page from the W-4 form that is effective from 2020 isn't included in the extract. Also, the new extraction set trimmed off the unconsumed data sets related to Bank and Absence transactions.

• Dynamic payload: This new version is a mandatory pre-requisite for Payload Rule feature using Oracle HCM cloud for ADP Workforce Now. This supports a dynamic selection of required attributes for your business needs and data protection policies. You can select and deselect attributes and data group from the parent data set, which is delivered as a seeded integration to more specific to ADP Workforce Now interfacing requirement.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

• If you are new to ADP Workforce Now Payroll Interface and you are planning to use the interface as delivered, Oracle recommends you consider the new version.
• If you are already using ADP Workforce Now Payroll Interface version 1, Oracle recommends you contact Oracle and ADP before considering the move to the new version.

Key Resources

Refer to Payroll Interface for ADP Workforce Now chapter, Topic: Configure Payload Rules from the Implementing Global Payroll Interface Oracle Help Center.

Deleted Data Report Supports Additional Business Objects

Use the enhanced Deleted Data Report to report data deleted from Oracle HCM Cloud during the extraction period. With this enhancement, the report displays purged information for the additional objects of assignment, jobs, and salary. This is in addition to purged element entries and personal payment methods that the report already includes.

The Deleted Data Report includes purged data from audit tables and reports deletions that have happened within the specified extraction window. Hence you must enable audit on all the objects included in the report.

The enhanced Deleted Data Report includes purged information for additional objects of job, assignment, and salary.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

• For more information about the Deleted Data Report, see this topic in the Implementing Global Payroll Interface guide on Oracle Help Center: Deleted Data Report.

IMPORTANT Actions and Considerations for Payroll

REPLACED OR REMOVED FEATURES

From time to time, Oracle replaces existing Cloud service features with new features or removes existing features. When a feature is replaced the older version may be removed immediately or at a future time. As a best practice, you should use the newer version of a replaced feature as soon as the newer version is available.

Product	Removed Feature	Target Removal	Replacement Feature	Replaced In	Additional Information
Payroll/ OTBI	Payroll Dashboards Discontinued	21C	N/A	Now	You can find same dashboards here on Customer Connect that you can choose to use and modify to suit your needs: Payroll Flow Details Dashboard Active Processes Dashboard
Global Payroll Interface	Calculation to Gross for Global Payroll Interface Discontinued	A Year ago
Global Payroll Interface	Calculation Card Data Discontinued In ADP Global Payroll Interface	21C
	ADP no longer supports.

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ORACLE DECOMMISSIONED THE HCM CLASSIC SIMPLIFIED USER INTERFACE IN UPDATE 20B

The HCM Responsive User Experience has been available and promoted as our standard since Update 18B. If you are still using the older HCM Classic Simplified User Interface, you must transition to the HCM Responsive User Experience, as these older pages will no longer be supported.

For consolidated information on generic setup information you can refer to My Oracle Support Document ID 2399671.1 - HCM Responsive User Experience Setup Information.

_________________________

KNOWN ISSUES / MONTHLY AND STATUTORY MAINTENANCE PACK

Oracle publishes a Known Issues document for every Update to make customers are aware of potential problems they could run into and the document provides workarounds if they are available.

Oracle also publishes Maintenance Pack and Statutory Maintenance Pack documentation of bugs that are fixed in the monthly or statutory patching.

To review these documents you must have access to My Oracle Support:

Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs (Document ID 1554838.1)