Revision History

This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top.

The new functionality referenced in this document may not be immediately available to you if your organization has chosen not to receive optional monthly updates.  Rest assured you will receive the new functionality in the next quarterly update which is required and cumulative. Quarterly updates are applied in February, May, August, and November.

.

Date

What's Changed

Notes

01 SEP 2017

Oracle Fusion Human Capital Management for the United States: Third-Party Quarterly Tax File Enhancements

New feature delivered in Update 21 (September).

02 JUN 2017

Oracle Fusion Human Capital Management for the United States: Third-Party Quarterly Tax Filing Enhancements For PA Act 32

New feature delivered in Update 18 (June), which will also be included in the August Quarterly update.

02 JUN 2017

Oracle Fusion Human Capital Management for the United States: Third-Party Periodic Tax Filing Enhancements For PA Act 32

New feature delivered in Update 18 (June), which will also be included in the August Quarterly update.

02 JUN 2017

Oracle Fusion Compensation Management: New Attributes and Performance Enhancements for Compensation

New feature delivered in Update 12 (December), which was also included in the February Quarterly update.

The following features are included in the May Quarterly update.

02 JUN 2017

Oracle Fusion Global Payroll: Payroll Costing Report by Element Classification

New feature delivered in Update 15 (March), which was also included in the May Quarterly update.

05 MAY 2017

Oracle Fusion Global Payroll: Settlement Date for Deduction Element Entry

New feature delivered in Update 17, the May Quarterly update.

03 MAR 2017

Oracle Fusion Human Capital Management for the United Kingdom: P60 Template Updates

New feature delivered in Update 15 (March), which will also be included in the May Quarterly update.

03 MAR 2017

Oracle Fusion Human Capital Management for the United Kingdom: P60 Replacement Option

New feature delivered in Update 15 (March), which will also be included in the May Quarterly update.

03 MAR 2017

Oracle Fusion Human Capital Management for the United States: Third-Party Periodic Tax Filing Extract Enhancement: New Jersey FLI Tax Code

New feature delivered in Update 15 (March), which will also be included in the May Quarterly update.

03 MAR 2017

Oracle Fusion Global Payroll: Enhance Payroll Costing Report

New feature delivered in Update 15 (March), which will also be included in the May Quarterly update.

The following features are included in the February Quarterly update.

03 FEB 2017

Oracle Fusion Payroll for the United States: Enhanced Employee Form W-2

New feature delivered in Update 14, the February Quarterly update.

03 FEB 2017

Oracle Fusion Human Capital Management for the United States: Third-Party Periodic Tax Filing Extract Enhancement

New feature delivered in Update 14, the February Quarterly update.

03 FEB 2017

Oracle Fusion Payroll for the United Kingdom: Legislative Updates

New feature delivered in Update 14, the February Quarterly update.

03 FEB 2017

Oracle Fusion Payroll for the United Kingdom: Real Time Information

New feature delivered in Update 14, the February Quarterly update.

03 FEB 2017

Oracle Fusion Payroll for the United Kingdom: Apprenticeship Levy

New feature delivered in Update 14, the February Quarterly update.

03 FEB 2017

Oracle Fusion Payroll for the United Kingdom: Foreign Tax Credit Relief

New feature delivered in Update 14, the February Quarterly update.

03 FEB 2017

Oracle Fusion Payroll for the United Kingdom: Full Support of Balance Adjustments

New feature delivered in Update 14, the February Quarterly update.

03 FEB 2017

Oracle Fusion Global Payroll: Excel Output Support for Payroll Reports

Feature was included in Update 4 (April), however just made a documentation adjustment.

06 JAN 2017

Oracle Fusion Human Capital Management for the United States: Third-Party Quarterly Tax File Enhancements

New feature delivered in Update 13 (January), which will also be included in the February Quarterly update.

06 JAN 2017

Oracle Fusion Human Capital Management for the United States: New Start-of-Year ESS Process for Year Begin

New feature delivered in Update 13 (January), which will also be included in the February Quarterly update.

06 JAN 2017

Oracle Fusion Human Capital Management for the United States: PA ACT 32 Support for Employee W-2 and W-2 Register Reports

New feature delivered in Update 13 (January), which will also be included in the February Quarterly update.

06 JAN 2017

Oracle Fusion Payroll for Canada: End-of-Year Reporting (RL-2 Only)

New feature delivered in Update 13 (January), which will also be included in the February Quarterly update.

06 JAN 2017

Oracle Fusion Global Payroll: New Task Action for PBL: Customize Bank Account Details

New feature delivered in Update 13 (January), which will also be included in the February Quarterly update.

06 JAN 2017

Oracle Fusion Global Payroll: New Rules for Personal Payment Methods

New feature delivered in Update 13 (January), which will also be included in the February Quarterly update.

02 DEC 2016

Oracle Fusion Payroll for the United States: Payroll Batch Loader Enhancements for Involuntary Deductions

New feature delivered in Update 12 (December), which will also be included in the February Quarterly update.

02 DEC 2016

Oracle Fusion Payroll for the United States: W-2 Employee Report Enhancements

New feature delivered in Update 12 (December), which will also be included in the February Quarterly update.

02 DEC 2016

Oracle Fusion Payroll for the United States: W-2 Register Report Enhancements

New feature delivered in Update 12 (December), which will also be included in the February Quarterly update.

02 DEC 2016

Oracle Fusion Payroll for Canada: End-of-Year Exception Report

New feature delivered in Update 12 (December), which will also be included in the February Quarterly update.

The following features were delivered via monthly updates.

02 DEC 2016

Oracle Fusion Payroll for the United States: Form W-2 Box 20 Enhancements for Ohio Employees

Feature was included in Update 10 (October), however just made a documentation adjustment.

02 DEC 2016

Oracle Fusion Payroll for the United States: Wage Balance Enhancement for Periodic Tax Filing

Feature was included in Update 10 (October), however just made a documentation adjustment.

02 DEC 2016

Oracle Fusion Payroll for the United States: Automatically Update Employee Withholding Certificates for Rehires and Assignment Changes

Feature was included in Update 10 (October), however just made a documentation adjustment.

02 DEC 2016

Oracle Fusion Payroll for the United States: Include Resident and Nonresident City and County Tax Balances on Periodic Tax Filing

Feature was included in Update 9 (September), however just made a documentation adjustment.

02 DEC 2016

Oracle Fusion Payroll for the United States: Refined Data Selection for W-2 Employee Report

Feature was included in Update 9 (September), however just made a documentation adjustment.

02 DEC 2016

Oracle Fusion Payroll for Canada: Involuntary Deductions: Protected Pay Rules

Feature was included in Update 8 (August), however just made a documentation adjustment.

02 DEC 2016

Oracle Fusion Payroll for the United States: Display Accrual Balances on Employee Checks

Feature was included in Update 7 (July), however just made a documentation adjustment.

02 DEC 2016

Oracle Fusion Payroll for the United States: Automatically Synchronize Employee Withholding Certificates With HR Data

Feature was included in Update 7 (July), however just made a documentation adjustment.

02 DEC 2016

Oracle Fusion Payroll for Canada: End-of-Year Reporting: Amendments for T4, T4A, and RL-1

Feature was included in Update 7 (July), however just made a documentation adjustment.

02 DEC 2016

Oracle Fusion Payroll for the United States: Default Check Numbering for US Simplified Payroll Cycle Flow

Feature was included in Update 5 (May), however just made a documentation adjustment.

02 DEC 2016

Oracle Fusion Global Payroll: Excel Output Support for Payroll Reports

Feature was included in Update 4 (April), however just made a documentation adjustment.

04 NOV 2016

Oracle Fusion Payroll for Kuwait: Social Insurance Calculation for Fully State Owned Oil Companies

Feature information delivered in Update 11 (November).

04 NOV 2016

Oracle Fusion Payroll Interface for the United States: Additional Third-Party Periodic Tax Filing Auditing

Feature information delivered in Update 11 (November).

04 NOV 2016

Oracle Fusion Payroll for the United States: Set SUI Wage Limit Overrides for Eligible Employers

Feature information delivered in Update 11 (November).

04 NOV 2016

Oracle Fusion Payroll for the United States: Specify Company Entry Descriptions for EFT Payments

Feature information delivered in Update 11 (November).

04 NOV 2016

Oracle Fusion Payroll Interface for the United States: Include Provider-Specific Fields on the Third-party Quarterly Tax Filing Interface

Feature information delivered in Update 11 (November).

04 NOV 2016

Oracle Fusion Global Payroll: Enhanced Calculation Rules for Earnings Elements

Feature information delivered in Update 11 (November).

04 NOV 2016

Oracle Fusion Global Payroll: Batch Loader Tasks for Payroll Relationship Groups

Feature information delivered in Update 11 (November).

04 NOV 2016

Oracle Fusion Global Payroll: Enhanced Data Exchange Work Area

Feature information delivered in Update 11 (November).

04 NOV 2016

Oracle Fusion Payroll for Kuwait: Social Insurance 2015 Enhancement

Added new feature information delivered in Release 11 base Upgrade.

05 AUG 2016

Oracle Fusion Global Payroll: Additional Flow Parameter for Create Batch for an Object

Feature information delivered in Update 8 (August).

05 AUG 2016

Oracle Fusion Global Payroll: Enhancement for Generate Run Balances

Feature information delivered in Update 8 (August).

05 AUG 2016

Oracle Fusion Global Payroll: Enhancement in Payroll Costing Report

Feature information delivered in Update 8 (August).

05 AUG 2016

Oracle Fusion Global Payroll: Dynamic Payroll Relationship Group Support for Payroll Activity Report

Feature information delivered in Update 6 (June).

05 AUG 2016

Oracle Fusion Global Payroll: Information Balances in the Payroll Balance Report

Feature information delivered in Update 6 (June).

05 AUG 2016

Oracle Fusion Global Payroll: Edit Payroll Period Names

Feature information delivered in Update 5 (May).

05 AUG 2016

Oracle Fusion Global Payroll: Void Payment Action in Prepayments

Feature information delivered in Update 4 (April).

05 AUG 2016

Oracle Fusion Global Payroll: Excel Output Support for Payroll Reports

Feature information delivered in Update 4 (April).

05 AUG 2016

Oracle Fusion Global Payroll: HCM Data Loader Support for Calculation Cards

Feature information delivered in Update 3 (March).

05 AUG 2016

Oracle Fusion Global Payroll: Value Sets Usage in Flow Parameters

Feature information delivered in Update 3 (March).

01 JUL 2016

Oracle Fusion Global Payroll: Information Balances in the Payroll Balance Report

Feature information delivered in Update 7 (July).

01 JUL 2016

Oracle Fusion Global Payroll: Balance Exception Formula and Variance Type Enhancements

Feature information delivered in Update 7 (July).

03 JUN 2016

Oracle Fusion Global Payroll: Information Balances in the Payroll Balance Report

Feature information delivered in Update 6 (June).

03 JUN 2016

Oracle Fusion Global Payroll: Person and Payroll Relationship Group Parameters for Run Deduction Report

Feature information delivered in Update 6 (June).

03 JUN 2016

Oracle Fusion Payroll for the United States: Employee Active Payroll Balance Report Enhancement

Feature information delivered in Update 6 (June).

03 JUN 2016

Oracle Fusion Global Payroll: Deduction Category and Deduction Parameters for Run Deduction Report

Feature information delivered in Update 5 (May).

06 MAY 2016

Oracle Fusion Compensation: Automate Salary Updates Using Grade Step Progression

Feature information delivered in Update 5 (May).

01 MAR 2016

Initial Document Creation

Overview

This guide outlines the information you need to know about new or improved functionality in Oracle HCM Release 11. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

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

Suggested Reading for all HCM Products:

NOTE: Not all Global Human Resource features are available for the base Talent and Compensation stand alone applications.

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

Additional Optional Reading:

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

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Please indicate you are inquiring or providing feedback regarding the Global HR Cloud What’s New for Release 11 in the body or title of the email.

Release Feature Summary

Some of the new Release 11 features are automatically available to users after the upgrade and some require action from the user, the company administrator, or Oracle.

The table below offers a quick view of the actions required to enable each of the Release 11 features.

Action Required to Enable Feature

Feature

Automatically Available

End User Action Required

Administrator Action Required

Oracle Service Request Required

Compensation and Total Compensation Statement

Test Fast Formula Used to Determine Worksheet Column Default Values

Configure Shading, Width and Text Wrapping for Worksheet Columns

Configure Dynamic Calculations, Alerts, and Advanced Filters Conditions

Configure Different Due Dates for Different Hierarchy Levels

Configure Worksheet and Report Filters

Navigate Between the Worksheet and Reports More Easily

Display Static Budget Amounts in the Worksheet Summary

Configure Worksheet Display Default Options

Disable the Submit Option on the Worksheet

View Individual Compensation History When Managing Compensation

Salary and Individual Compensation Approval Notification Personalization

Configure Options for the Printable Total Compensation Statements

Route Individual Compensation Approvals Based on Salary

Automate Salary Updates Using Grade Step Progression

Benefits

Batch Process to Assign and Update Benefits Relationships

New Fields for Oracle Transactional Business Intelligence (OTBI)

Improved Self-Service Benefits Pages

Global Payroll

Element Result Report Changes

Balance Exception Report Enhancements

Enhancements to Third-Party Payment Method Search

Enhancements to Payment Method Rules

QuickPay Enhancements

Support for Values Defined by Criteria

Simplified Bank Account Page Enabled by Default

Fast Formula Support for Expression and Text Editors

Deduction Category and Deduction Parameters for Run Deduction Report

Person and Payroll Relationship Group Parameters for Run Deduction Report

Information Balances in the Payroll Balance Report

Balance Exception Formula and Variance Type Enhancements

Value Sets Usage in Flow Parameters

HCM Data Loader Support for Calculation Cards

Excel Output Support for Payroll Reports

Dynamic Payroll Relationship Group Support for Payroll Activity Report

Void Payment Action in Prepayments

Edit Payroll Period Names

Information Balances in Payroll Balance Report

Additional Flow Parameter for Create Batch for an Object

Enhancement for Generate Run Balances

Enhancement in Payroll Costing Report

Batch Loader Tasks for Payroll Relationship Groups

Enhanced Data Exchange Work Area

New Rules for Personal Payment Methods

Excel Output Support for Payroll Reports

Enhanced Calculation Rules for Earnings Elements

Enhance Payroll Costing Report

Settlement Date for Deduction Element Entry

Payroll Costing Report by Element Classification

Payroll for Canada

End-of-Year Reporting: Amendments for T4, T4A, And RL-1

Involuntary deductions: Protected Pay Rules

End-of-Year Reporting: End-of-Year Exception Report

End-of-Year Reporting (RL-2 Only)

Payroll for China

New Rounding Methods for Social Security and Enterprise Annuity Calculation

Element Result Report Changes

Payroll for Kuwait

Statutory Reporting: Update to Report 166 – Monthly Contributions

Support for Biweekly Payroll

Monthly Gratuity Accrual Process Updates

Social Insurance 2015 Enhancement

Social Insurance Calculation for Fully State Owned Oil Companies

Payroll for Saudi Arabia

Wage Protection System

Support for Biweekly Payroll

Monthly Gratuity Accrual Process Updates

Payroll for The United Arab Emirates

Payroll Validation Report

Support for Biweekly Payroll

Monthly Gratuity Accrual Process Updates

Payroll for The United Kingdom

Real Time Information (RTI) –

Earlier Year Update (EYU)

Legislative Updates

Real Time Information

Apprenticeship Levy

Foreign Tax Credit Relief

Full Support of Balance Adjustments

P60 Template Updates

P60 Replacement Option

Payroll for The United States

Multiple Worksite Report

Third-Party Involuntary Payments Initial Extract

Employee Active Payroll Balance Report Enhancement

Display Accrual Balances on Employee Checks

Automatically Synchronize Employee Withholding Certificates with HR Location Changes

Include Resident and Nonresident City and County Tax Balances on Periodic Tax Filing

Redefined Data Selection for W-2 Employee Report

Default Check Numbering for US Simplified Payroll Cycle Flow

Form W-2 Box 20 Enhancement for Ohio Employees

Wage Balance Enhancement for Periodic Tax Filing

Automatically Update Employee Withholding Certificates for Rehires and Assignment Changes

Include Provider-Specific Fields on the Third-Party Quarterly Tax Filing Interface

Set SUI Wage Limit Overrides for Eligible Employers

Specify Company Entry Descriptions for EFT Payments

Additional Third-Party Periodic Tax Filing Auditing

Payroll Batch Loader Enhancement for Involuntary Deductions

W-2 Employee Report Enhancements

W-2 Register Report Enhancements

New Task Action for PBL: Customize Bank Account Details

Third-Party Quarterly Tax File Enhancements

New Start-of-Year ESS process for Year Begin

PA ACT 32 Support for Employee W-2 and W-2 Register Reports

Enhanced Employee Form W-2

Third-Party Periodic Tax Filing Extract Enhancement: New Jersey FLI Tax Code

Third-Party Quarterly Tax Filing Enhancements For PA Act 32

Third-Party Periodic Tax Filing Enhancements For PA Act 32

Third-Party Quarterly Tax File Enhancements

Global Payroll Interface

New Country Extensions in Global Payroll Interface Extract Definition

Import of Third-Party Payroll Processed Data and Payslips

Payroll Interface Support for Countries

Australia -Global Payroll Interface Support

Australia – Tax File Number 28 Day Adjustment

France - Legal Reporting: Work Certificate

France - Payroll Data Validation Report

Ireland - Balance Exception Report

The Netherlands -Global Payroll Interface Support

The United States -Third-Party Involuntary Payment Interface Initial Extract

The United States - Global Payroll Interface Support

The United States - Include Provider-Specific Fields on the Third-Party Quarterly Tax Filing Interface

The United States - Additional Third-Party Periodic Tax Filing Auditing

The United States - Third-Party Periodic Tax Filing Extract Enhancement

Workforce Rewards

Transactional Business Intelligence

New Fields for Oracle Transactional Business Intelligence (OTBI)

New Attributes and Performance Enhancements for Compensation

New Subject Area: Payroll – User Defined Tables Real Time

New Subject Area: Payroll – Payroll Interface Inbound Records Real Time

Enhanced Attribute: Displayed Input Value in Payroll Element Entries Real Time

Compensation

Compensation and Total Compensation Statement

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

Test Fast Formula Used to Determine Worksheet Column Default Values

Test the Compensation Default and Override formula that you select when you configure the Workforce Compensation plan column properties. You use the new test tool on the Default Values tab to test the formula for a sample person and to verify that the formula returns the expected results. You see the results immediately and can troubleshoot issues before you start the plan cycle. Previously, you had to run the Start Compensation Cycle process to know if you wrote the formula correctly.

Test Condition and Column Results Tool

Enter Test Parameters

Steps to Enable

There are no steps necessary to enable this feature.

Configure Shading, Width, and Text Wrapping for Worksheet Columns

Add custom color shading, set column width in pixels from 50 to 200, and wrap text for any worksheet column. Color shading applies to the worksheet cells, not the column header. Previously, shading was not available, and managers had to manually stretch columns when the content was longer than the column width each time that they entered the worksheet.

Wrap Text, Set Column Width, and Apply Shading

See Column Shading on the Worksheet

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

Examples are:

Configure Dynamic Calculations, Alerts, and Advanced Filters Conditions

You can more easily build conditions for dynamic calculations, alerts, and advanced filters when using translatable columns. When using the condition builder, select a value from a choice list to build your condition instead of using an internal ID or non-translatable code. For example, you can build the condition as Performance Management Overall Rating equals “Outstanding”. The condition still uses the internal ID or code. If you create the condition manually, you must use the internal ID or code.

Previously, you had to use the internal ID or non-translatable code of the value in the condition. For example, you had to build the condition as Performance Management Overall Rating Equals “4005”.

Text of the Value Appears in the Choice List

Condition Uses Numeric Value

Steps to Enable

There are no steps necessary to enable this feature.

Configure Different Due Dates for Different Hierarchy Levels

Configure different due dates for up to seven levels of the approval hierarchy when you configure the plan cycle. Enable higher-level managers to change due dates for lower managers using a new action called Change Due Dates for All Managers. Managers can see the due dates for their lower-level managers on the Manager Status report and on the approvals tab.

There are two new batch processes that can be run from the Run Batch Process page to notify managers when:

Decide whether to notify lower-level managers when higher-level managers change their due dates by setting the Due Date Changed notification on the Configure Global Settings page.

Previously, there was one due date for all manager levels and no notification of date changes.

Configure Different Due Dates for Up to Seven Manager Levels

Managers Can Change the Due Dates for Lower-Level Managers

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

Set earlier due dates for managers lower down in the hierarchy so that they do not hold up the approval process. Due dates are informational only.

Configure Worksheet and Reporting Filters

Create custom filters that managers use to filter their worksheet and reports. In plan setup, you use the Configure Filters task, renamed from Configure Report Filters, to enable filters, including the advanced filters. In addition to Name and Team, two additional filters appear in the worksheet toolbar. Managers can access additional filters using the View More Filters button. The enabled filters appear only when you enable the corresponding column. The worksheet summary table recalculates when managers apply the filters. Previously, worksheet filters only included Name, Team, Eligibility Status, Country, and Job Title.

View More Filters

Steps to Enable

There are no steps necessary to enable this feature.

Navigate Between the Worksheet and Reports More Easily

Return to your starting point easily after reviewing manager reports during the workforce compensation cycle. Just click the Done button on the reports page. Previously you had to manually navigate to your starting point.

Steps to Enable

There are no steps necessary to enable this feature.

Display Static Budget Amounts In the Worksheet Summary

Enable three new columns in the compensation tab type summary to display Overall Budget, Overall Available Budget, and Overall Compensation Amount, which do not change when you apply filters. Managers can see their overall budget amounts at all times, even when they apply filters. Three existing columns are renamed as follows:

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

The three new columns are initially disabled so there is no visual impact on the worksheet when you upgrade. If you use the three existing renamed columns, you might want to rename them accordingly.

Configure Worksheet Display Default Options

Configure worksheet default display options by plan. You use a new task included in plan setup called Configure Default Worksheet Display where you can set the following options:

Line managers can continue to use the Manage Default Worksheet Display action to save default settings on their worksheet. The default display settings saved by managers are honored. If managers do not save their default settings, plan-level display options apply. Previously, individual managers had to save their default display options. You could not configure options at the plan level.

Set Default Page Settings at the Plan Level

Steps to Enable

There are no steps necessary to enable this feature.

Disable the Submit Option On the Worksheet

Hide the Submit button on the worksheet and only enable managers to save their worksheets. Use the new Disable Submit option, in the Configure Approvals task to disable the Submit button. This action also hides the Approve and Return for Correction buttons on the approval tab. You had to hide the Submit button using customization, previously.

Disable the Worksheet Submit Button

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

Disable the Submit option to simplify the compensation cycle. Managers just allocate and save.

View Individual Compensation History When Managing Compensation

View a worker’s full individual compensation history on the Manage Compensation page. The prior compensation section shows up to five years of previous compensation, with the option to display all years. Recurring awards appear as prior compensation when their end date is earlier than the current date. These plans are view-only. Previously, you did not see historic awards on the Manage Compensation page. The Manage Compensation page only displayed active plans whose award end dates were greater than or equal to the current date.

View Prior Compensation When Making a Compensation Decision

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

The Other Compensation section differs in that it includes all current individual compensation plans for a worker, including active recurring plans. Managers can take action on these plans, including awarding compensation.

Salary and Individual Compensation Approval Notification Personalization

As a Human Resources (HR) or Compensation Administrator, you can now personalize salary and individual compensation approval notifications.

Personalizing Salary and Compensation Approval Notifications

Using the Oracle Page Composer, you can selectively show and hide various components of the notification, including fields, labels and regions.

Edit Labels, Color, and the Page Layout

Custom Text and External Links to the Page

Steps To Enable

There are no steps necessary to enable this feature.

Configure Options for the Printable Total Compensation Statement

Generate the printable statement in each worker’s local currency or in another currency. Make the statement available to administers, workers, or both. The statement contains a currency switcher you can use to switch between multiple currencies. Previously, the printable statement was generated in each worker’s local currency and was available to both administrators and workers.

Generate Printable Statements in Worker’s Local Currency

Steps to Enable

There are no steps necessary to enable this feature.

Route Individual Compensation Approvals Based on Salary

You can now use attributes of the worker’s salary record to route approvals for the Manage Individual Compensation process using Manage Approval Transactions for Human Capital Management or the VariableAllocationTask using BPM Worklist.

Steps to Enable

You must configure or modify your approval rules to take advantage of the new payload attributes.

Key Resources

For more information compensation approvals, go to Applications Help for the following topic:

Automate Salary Updates Using Grade Step Progression

You can now update salaries automatically using grade step progression. You define progression rules and associate them with your grade ladders. The new grade step progression batch process evaluates the rules to move workers to the next grade or step and update their salaries accordingly. You can optionally review changes before the application applies them to the worker’s assignment and salary record. When it comes time to update the underlying salary values, you can run the new rate synchronization process to automatically update the salaries for all affected workers. You access the new grade step progression pages in the Compensation work area.

The grade step progression capabilities are available immediately after upgrade. To use the process for your workforce, you want to do the following:

Manage Grade Step Progression in the Compensation Work Area

Create or Edit Progression Grade Ladder

View Proposed Progressions and Salary Updates

Steps to Enable

There are no steps necessary to enable this feature.

Role Information

If you plan to use the new grade step progression process and do not use the delivered Compensation Manager and Compensation Administrator roles, you must add the Manage Progression Grade Ladder privilege.

See the Upgrade Guide for Oracle HCM Cloud Applications Security (My Oracle Support document ID 2023523.1) for instructions on implementing new features in existing roles.

Tips and Considerations

After upgrade, the delivered compensation administrator role sees the new Manage Progression Grade Ladders page. Use this page to create and manage ladders that use grade step progression. The old Manage Grade Ladders page is still available in the Workforce Structures work area and from Setup and Maintenance. Grade ladders created in the old Manage Grade Ladders page are available to maintain in the new Manage Progression Grade Ladders page, if you plan to use the grade step progression process. You enter additional parameters for your old grade ladders in the new page.

Benefits

Benefits

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

Batch Process to Assign and Update Benefits Relationships

Use the new Assign and Update Benefits Relationships process to assign and update benefits relationships for workers using the default configuration. You run the process from the Evaluation and Reporting work area, Processes tab, Maintenance Processes sub tab.

Location of the Assign and Update Benefits Relationships Process in the Processes Tab

This process synchronizes worker benefits data with existing human resources data. Typically, you run this process when you go live with Benefits after other modules.

Key Parameters of the Assign and Update Benefits Relationships Process

If the default configuration does not exist for the worker's country, you can configure the process to create the configuration. Configure the process to assign benefits relationships to the worker for life event processing and unrestricted life event processing.

Steps to Enable

There are no steps necessary to enable this feature.

New Fields for Oracle Transactional Business Intelligence (OTBI)

The following new benefits fields are now available for reporting in OTBI:

New OTBI Reporting Fields in a Sample Report

Steps to Enable

There are no steps necessary to enable this feature.

Improved Self-Service Benefits Pages

Participants can now use the improved self-service overview page to perform these functions more quickly and easily:

Context Sensitive Overview Page

The Overview page is context-specific and appears differently depending on the participants who use it. For example, existing participants see additional tasks, such as the ability to view current and future enrollments and view pending actions. Participants who are ready to enroll in benefits for the first time only see the task to make enrollments. Tasks, such as the ability to update primary care physicians or record life events, appear on the overview page only if administrators enable existing setup options. These options continue to be available in the Manage Self-Service Configuration page in the Plan Configuration work area.

Enroll Now Section of the Overview Page.

Reviewing and Updating Contacts Before Enrollment

The page to review or update contacts now always appears before participants start the enrollments process. Previously, administrators had to enable an option for participants to review their contacts before the enrollment process. That configuration option no longer exists.

People I Plan to Cover Page that Participants See before they Start the Enrollment Process

Configuration to Improve Visual Appeal of Self-Service Pages

Administrators can improve the visual appeal of the offering selection process for participants. They can configure the self-service pages to use custom images for programs, plan-not-in-programs, and the overview page. Administrators can also add instruction text, change welcome text, and add specific documents in the self-service pages using Page Composer.

Images on the Program Selection Page

Improved Report a Life Event Page

The Report a Life Event page is now simpler to use for participants. Administrators can continue to use the Self-Assigned checkbox to configure specific life events that participants can create for themselves on the Report a Life Event page. Administrators can now take advantage of the new Self-Service Grouping field when they select the Self-Assigned checkbox on the Create or Edit Life Event page. This field enables administrators to group events under the following categories that display on the Report a Life Event page:

Report a Life Event Page that Participants Use in the Self-Service Pages

Self-Service Grouping Field on the Create or Edit Life Event Page in the Plan Configuration Work Area

Open Enrollment Reminder On Overview Page

Participants can take advantage of the improved overview page during an open enrollment period. When administrators start open enrollment, a notice appears on the self-service overview page to remind participants about the end date of the open enrollment period.

Open Enrollment Duration Notice on the Self-Service Pages

Improved Confirmation Page

When participants finish making enrollments, the Confirmation page now displays for each offering the coverage start date and any pending actions. The page also displays the date until when participants can continue to change their enrollments.

Benefits Confirmation Page that Displays Coverage Start Date and Any Pending Actions

Images for Self-Service Pages

As an administrator, you add the required images for any offerings that you want to enable for enrollment in the self- service pages. No predefined images are available as you might want to add images that are specific to your enterprise.

Steps to Enable

The following table shows you the setup locations that enable you to upload images for various self-service pages.

Self-Service Page that Displays Images

Corresponding Page in Plan Configuration Work Area To Upload Images

Program selection page

To upload images for programs, navigate to the Create or Edit Program page, Additional Details step, Image section

Confirmation page

To upload images for plan-not-in-programs, navigate to the Create or Edit Plan page, Additional Details step, Image section

View Current and Future Benefits option on the Overview page

Create or Edit Plan Type page, Image section

NOTE: If you do not add images, blank placeholders for images appear in the self-service pages.

Tips and Considerations

For optimum performance, ensure that you do not use high resolution images in the self-service pages.

Payroll

Global Payroll

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

Element Result Report Changes

The Element Result Report now displays results for payroll processes based on run results, not balances. To view balances generated by the payroll run, you can continue to use the Payroll Balance Report. You submit the Run Element Results Register flow from the Payroll Calculation or Payroll Checklist work areas. The report lists the elements and their primary output for processes that generate run results, such as the Calculate Payroll and Calculate QuickPay tasks.

Element Result Report Displays Results Generated by the Payroll Run

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

Use the pivot table feature in Microsoft Excel to obtain totals by element and person. For example, to create a pivot table that displays totals for the Run Element Result Report flow, complete the following steps.

  1. Open the Element Result Report in Microsoft Excel.
  2. Select the range of cells in the spreadsheet that contain data.
  3. Click PivotTable from the Insert menu.
  4. In the Create Pivot Table dialog, select New Worksheet. Click OK.
  5. Click the following fields from the Pivot Table Field List: Person Name, Payroll Statutory Unit, Tax Reporting Unit, Payroll, Run Type, Element Name, and Value.
  6. Drag the fields to the following areas:
  7. Area

    Fields

    Report Filter

    Payroll Statutory Unit, Tax Reporting Unit, Run Type, Payroll

    Column Labels

    Element Name

    Row Labels

    Person Name

    Values

    Sum of Value

  8. Refresh the page to display the populated columns and rows, and the summed totals.
  9. Filter to view different results.

Balance Exception Report Enhancements

Expand your options for balance comparisons in balance exception reporting using the new Current quarter or Current year comparison types.

For example, you might want to run a balance exception report for the current year and specify balance payments for employer reimbursements that exceed 10,000. When you run the report, all employer reimbursements that exceed 10,000 appear on the report.

The Current year comparison type does not use any previous period as a basis for comparison.

Create Balance Exception Page Showing the Current year as the Comparison Type

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

For more information about balance exception reports, go to Applications Help for the following topics:

Enhancements to Third-Party Payment Method Search

Search for third-party organizations or persons using separate tasks in the Payment Distribution work area in the Manage Third-Party Organization Payment Methods.

Additional enhancements simplify locating person third-party details, as shown in the following table:

View Third-Party Payment Details

Task

Enhancement

Action to Take

Third-party persons that a person in your enterprise pays

Manage Third-Party Person Payment Methods

Search navigation reversed to start by searching for the person to view the third-party payees. This enables viewing multiple payees for a single person.

On the Manage Third-Party Person Payment Methods page, search for and select a person in your enterprise.

Click the person’s name to view a list of the third parties the person pays.

Select a third-party name, and click the Edit button to view or update the payment details.

Persons who pay the third-party

Manage Third Parties

Manage Third-Party Payment Details button takes you directly to the Manage Third-Party Payment Methods page for the person

On the Manage Third Parties page, search for and select a third-party person.
Click the Edit button.
Click the Manage Third-Party Payment Method Details button.

Search Results for Third-Party Person Payment Methods

Third-Party Person Payees for the Selected Person

New Third-Party Payments Button on the Manage Third Parties Page for Person Payees   

Steps to Enable

If you use the predefined reference roles, then no steps are necessary to enable this feature.
Otherwise, you must assign relevant security privileges to your roles to enable this feature. See Role Information (below) for details.

Role Information

If you are not using the predefined reference roles, then you need to add security privileges to relevant job roles to use this feature. This table identifies the required aggregate privileges and suggests target job roles. You can add the privileges to different roles if you prefer.

See the Upgrade Guide for Oracle HCM Cloud Applications Security (My Oracle Support document ID 2023523.1) for instructions on implementing new features in existing roles.

Aggregate Privilege Name and Code

Job Role

Manage Payroll Third-Party Person Payment Method

ORA_PAY_MANAGE_PAYROLL_THIRD_PARTY_PERSON_PAYMENT_METHOD

Payroll Administrator

Payroll Manager

Payroll Coordinator

Key Resources

For more information about third-party payments, go to Applications Help for the following topics:

Enhancements to Payment Method Rules

Pay persons and third parties from different bank accounts within the same organization payment method. The Manage Organization Payment Methods page includes two new columns in the Payment Method Rules section to support third-party payments.

IMPORTANT: If you select Third-Party Payment check box, you must select a third-party name or the tax reporting unit.

For example, you might create the following rules.

Pay

Actions

Third parties from persons in a specified TRU

Select the Third-Party Payment check box.

Select the TRU.

Select the payment source.

Specific third parties using different payment sources

Create a rule for each combination. For each row, select the following fields:

Third-Party Payment check box

Third-Party Name

Payment Source

All third parties and employees in a TRU from the same payment source

Leave the Third-Party Payment check box blank.

Select the TRU.

Select the payment source.

Complete these steps to define the rules:

  1. Use the Manage Organization Payment Methods task in the Payment Distribution work area.
  2. Create an organization payment method for each combination of payment type and currency.
  3. In the Payment Sources section, add payment sources.
  4. In the Payment Method Rules section, add rules for different payment sources. For example, specify the TRU, the third-party name, and the payment criteria.

Payment Method Rules

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

For more information about third-party payments, go to Applications Help for the following topics:

QuickPay Enhancements

Submit the Calculate QuickPay task to calculate payroll and payment results for a person from a single page using a checklist. Submit the task from the Payroll Calculation work area, or from the Actions menu of the Manage Person Details page when updating a person’s earnings and deductions. The Calculate QuickPay task automatically populates parameters based on the person selected and the effective date.

New commands on the page-level Actions menu simplify working with a QuickPay process, as shown in the following table.

Actions

Purpose

Next

Submit QuickPay flows for consecutive payroll periods

Flow Interaction

Process a QuickPay flow for a later payroll period

Calculate QuickPay Page

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

If you want to replace the predefined QuickPay flow pattern with a customized flow pattern, follow these steps.

Create a customized flow pattern

  1. Use the Manage Flow Pattern task in the Payroll Checklist work area.
  2. Copy the predefined QuickPay flow pattern, and specify its legislative data group.
  3. Update the new flow pattern with the tasks to include in your QuickPay flow.

Complete the following steps for the FLOW_NAME column

  1. Use the Manage User-Defined Tables task in the Payroll Calculation work area. Specify the legislative data group for the search criteria. Search for and open the FLOW_DEFINITION table. Each legislative data group can have only one flow pattern specified for the Calculate QuickPay task.
  2. Click the Edit button at the top of the page.
  3. Specify the Effective As-Of Date.
  4. In the User-Defined Columns section, select Flow_Name.
  5. In the User-Defined Rows section, click Create.
  6. In the Sequence field, enter the number 1.
  7. In the Exact field, enter a name, such as Enter Flow Name.
  8. Click Next.
  9. On the Edit User-Defined Table page in the User Defined Table Values section, click Create.
  10. In the Add User-Defined Table Values dialog, select the name you specified for the Exact field.
  11. In the Value field, enter QUICK_PAY.
  12. Save your work.
  13. Click Back to return to the Edit User-Defined Table page.

Complete the following steps for the FLOW_NAME_OVERRIDE column

  1. On the Edit User-Defined Table page, in the User-Defined Columns section, select FLOW_QUICKPAY_OVERRIDE.
  2. Click Next.
  3. On the Edit User-Defined Table page in the User Defined Table Values section, click Create.
  4. In the Add User-Defined Table Values dialog, select the name you specified for the Exact field.
  5. In the Value field, enter the name of your customized QuickPay flow pattern.
  6. Click Submit.

Key Resources

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

Support for Values Defined by Criteria

Use the Manage Values Defined by Criteria task to generate rates or values that are based on one or more criteria. For example, you can calculate:

Each calculation value definition requires you to specify one or more evaluation conditions. These conditions are evaluated in the order in which they appear in the tree structure that you define.

You can have multiple evaluation conditions in each branch of the tree. You can also set up default criteria that are used in cases where no evaluation conditions are met.

   

Create Criteria Page Showing the Conditions that Must Be Met to Receive a Bonus

Criteria and Values Section Showing the Flat Rate Bonus Defined for 5 or More Years Service

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

In most calculation value definitions there should be at least one default criteria definition to cover all conditions.

If you specify a unique value identifier for each value, you can enter multiple values for a single criterion. The tree structure shows this identifier instead of the value definition name.

Key Resources

For more information about values defined by criteria, go to Applications Help for the following topics:

Simplified Bank Account Page Enabled by Default

A new simplified page for creating bank account information was introduced in Release 10. The What's New in Release 10 document explains how to enable that page. Now, the simplified page is enabled by default. As before, you can restrict selection to only preloaded banks and branches by setting Use Existing Banks and Branches profile option to Yes. If set to No, persons enter text directly in the bank and branch fields. The following screen capture illustrates the simplified bank account page that displays if you set the profile option to Yes. A person selects from a list of values the bank and branch information.

   

Simplified Bank Account Page

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

For more information about managing bank data related to personal payment methods, go to Applications Help for the following topics:

Fast Formula Support for Expression and Text Editors

Switch to the text editor when you need to build more complex formulas for formula types previously restricted to the expression editor easily. For example, you can use the text editor for the payroll relationship group formula type to write rules for validations or building criteria to define the group. The Create Formula window provides an option to switch formula editor types. If you select a formula type that uses the text editor there is no change. If you select a formula type where the expression editor is used, the Type of Editor field provides you with the option to select the Text editor.

   

Create Fast Formula Pop-Up Window Showing the Formula Editor Options

IMPORTANT: Once the formula is saved, you cannot change the editor type.

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

For more information about the Fast Formula editors, go to Applications Help for the following topics:

Deduction Category and Deduction Parameters for Run Deduction Report

You can now run the Deduction Report for all deduction categories and deductions including the deduction balances you define. Use the Deduction Category and Deduction parameters to run the report for specific deduction categories or deductions.

Deduction Category and Deduction Parameters

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

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

Person and Payroll Relationship Group Parameters for Run Deduction Report

You can now run the Deduction Report for a single person or a static payroll relationship group with payroll relationship numbers to verify deduction balances.

Steps to Enable

There are no steps necessary to enable this feature.

Information Balances in the Payroll Balance Report

You can now configure the balance group usage item to display information balances in the Payroll Balance Report.

To configure the balance group usage item:

Select the Manage Balance Group Usages task from the Payroll Calculation work area.

  1. Select Global Payroll Run Result Report (Payroll Balance Report) from the Report Type drop-down list.
  2. Select the desired legislative data group.
  3. Click Search. The search results display all the applicable balance group usages for the Payroll Balance Report.
  4. Select the Global Information Balances for Payroll Balance Report row and click the Edit icon.
  5. Select Matrix Items on the left panel, in the Balance Group Usage: Global Information Balances for Payroll Balance Report page.
  6. Click the Add icon to create a new matrix item.
  7. In the Matrix Item section, select the Balance Dimension matrix item type, select the name of the desired balance dimension, and enter a position value.
  8. Click Save.
  9. Click Submit.

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

For more information about the Payroll Balance Report, go to Applications Help for the following Topic:

Balance Exception Formula and Variance Type Enhancements

Use the Balance Exception formula type to create formulas to return reference values and information for comparison in balance exception reports. On the Create Balance Exception page enter Formula in the Variance Type field and then enter the name of the formula that you create using this formula type in the Formula Name field.

These contexts are available when you use the Balance Exception formula type to write a formula:

You can reference any database item in the fast formula that uses any of the listed contexts.

You can’t use input variables for this formula type, however. This formula is run by the balance exception report for each person record. It returns the reference value for that employee for comparison with the balance value as configured in the respective balance exception.

These return values are available when you use the Balance Exception formula type to write a formula:

Return Value

Data Type

Required

Description

REFERENCE_VALUE

Text

Y

Returns a reference value for comparing in the balance exception report.

REFERENCE_INFO

Text

Y

Returns the text for display in the Reference field on the balance exception report.

After you write a fast formula using the Balance Exception formula type, select the Formula variance type on the Create Balance Exception page and then select the formula that you created from the Formula ID field.

This formula multiplies the year-to-date gross earnings by 15 percent and returns the value when the balance exception report to which it is associated is run.

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

For more information about balance exception reports, go to Applications Help for the following topics:

Value Sets Usage in Flow Parameters

Use value sets for flow parameters to define and control which values display when submitting a flow. You might add a flow parameter that uses a value set to select a person, a flow instance, or a legislative data group. You can also create dependent value sets to filter the list of values. For example, the value set for payroll period might depend on the value selected for the payroll parameter.

The SQL query you specify when you create the value set determines the values that populate the flow parameter.

Steps to Enable

The following steps explain how to:

Create a Value Set

To define a value set for a flow parameter:

  1. Use the Manage Value Sets task in the Setup and Maintenance work area.
  2. Click the Create icon to create a value set. Complete the following required fields:
  3. Complete the Definition section of the Create Value Set page to create a SQL query for the value views. The Column Type and Column Length for each column are populated based on its definition in the database.

Example of Value Set Definition that Displays Flow Instances by Date Earned

Update Your Flow Pattern

To use the value set for a flow parameter:

Use the Manage Payroll Flow Patterns task in the Payroll Checklist work area.

  1. Search for and edit your customized payroll flow.
  2. Click the Parameters tab.
  3. Click the Add button to create a new flow parameter.
  4. Click the Edit button and enter the parameter details:
  5. Click Submit.

When you submit the payroll flow the submission flow parameter displays the list of values based on the value set you created.

Tips and Considerations

If the query includes a date field, you must use the appropriate date format.  For example, if the date field is date earned, you must use the following format:  to_char (date_earned,'yyyy-MM-dd').

Key Resources

For more information about flow patterns, go to Applications Help for the following topic:

HCM Data Loader Support for Calculation Cards

You can now use HCM Data Loader to create or update calculation cards for the Australia localization.

All business objects related to the calculation card, such as calculation component, component details, and associations are available through HCM Data Loader. You can carry out actions such as Insert, Delete, or Update on these objects.

User keys are currently not supported to identify business objects; instead it uses the combination of SourceSystemOwner and SourceSystemID. Reports can be setup in Business Intelligence Publisher to retrieve the required ID.

Using this information, you can prepare the data for loading. The file must be in data file format (.dat), with a METADATA line declaring what objects are being created or uploaded or deleted in the file, followed by one MERGE line for each record you wish to create or update.

For example, to update Tax information on employee’s PAYG component:

You can then upload the file in the Data Exchange Work Area under HCM Data Loader and Import and Load data.

If the upload is unsuccessful, you can view the list of error messages using the Message icon.

To verify that the data has been updated, use the Manage Calculation Card task in the Payroll Calculation Work Area:

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

User keys are not currently supported, either Source System id, GUID or Surrogate Id can be used to identify records.

It is possible to combine all business objects into a single file. The HCM Data Loader works out the order in which objects must be created. For example, if you are creating a new statutory deduction card, you can include all of the following business objects into a single .dat file:

Excel Output Support for Payroll Reports

You can now configure the delivery option to generate the output of payroll reports in Excel format.

Excel Output Support for Payroll Reports

The following reports can be configured to generate the Excel output:

Steps to Enable

Repeat these steps for each payroll report listed above, as necessary.

NOTE: Enabling Excel output for the Payment Register requires an additional step as noted below.

  1. In the Data Exchange work area, click the Manage Extract Definitions task.
  2. Search for and select the extract definition name for the payroll report to edit, as listed in this table.
  3. Report Name

    Extract Definition Name

    Deduction Report

    Deduction Report

    Gross-to-Net Report

    Gross to Net Summary Archive

    Payment Register

    Global Payment Register

    Payroll Activity Report

    Payroll Activity Report

    Payroll Balance Report

    Payroll Run Result Report

    Payroll Register

    Global Payroll Register

    Statutory Deduction Register

    Statutory Deduction Register

    Third-Party Payment Register

    Global Third Party Payment Register

  4. Open the report.
  5. Click the Deliver icon.
  6. Click Add to create a new row to point to your new template for Excel output.
  7. Enter a Start Date and End Date. For example, 1/1/01 and 12/31/4712.
  8. Enter the Delivery Option Name and the Output Name.
  9. Select Excel 2007 in the Output Type field.
  10. Enter the Report and Template Name field. Ensure that the .xdo file name you enter in the Report field and template name matches the name of your template, as given in the table below.
  11. Report Name

    XDO File

    Excel Template Name

    Deduction Report

    /Human Capital Management/Payroll/Payroll Calculations/Deduction Report.xdo

    Deduction Report Results

    Gross-to-Net Report

    /Human Capital Management/Payroll/Payroll Calculations/Gross to Net Summary Report.xdo

    Gross-to-Net Report Results

    Payment Register Report

    /Human Capital Management/Payroll/Payroll Calculations/Payment Register.xdo

    Payment Register Results

    Payroll Activity Report

    /Human Capital Management/Payroll/Payroll Calculations/Payroll Activity Report.xdo

    Payroll Activity Report Results

    Payroll Balance Report

    /Human Capital Management/Payroll/Payroll Calculations/Payroll Balance Report.xdo

    Payroll Balance Report Results

    Payroll Register Report

    /Human Capital Management/Payroll/Payroll Calculations/Payroll Register Report.xdo

    Payroll Register Results

    Statutory Deduction Register

    /Human Capital Management/Payroll/Payroll Calculations/Statutory Deduction Register.xdo

    Statutory Deduction Register Results

    Third-Party Payment Register

    /Human Capital Management/Payroll/Payroll Calculations/Third-Party Payment Register.xdo

    Third-Party Payment Register Results

  12. Select the Delivery Type. For example, Documents of Record or Fax.
  13. Optionally, to override the default layout (PDF file), select the predefined delivery option of Excel output in the Overriding Delivery Mode field. This would result in only generating the Excel file.
  14. Otherwise, keep the default value to generate both the Excel and PDF files.
  15. Click Save.
  16. For the Payment Register, you must perform the following additional steps to add the report category details.
  17. In the Additional Details section, click Add.
  18. In the Deliver Output Name field, click Search.
  19. In the Search field, enter Extract Delivery Mode, and then click Search.
  20. Select Payment Register Results, and then click OK.
  21. Click Save.
  22. Click Submit.

Dynamic Payroll Relationship Group Support for Payroll Activity Report

You can now specify a payroll relationship group as a submission parameter when running the Payroll Activity Report.

Payroll Relationship Group Flow Submission Parameter

A new formula type is available so you can create a formula with specific criteria to indicate whether to include a specific payroll relationship ID. Use the same formula for dynamically creating a payroll relationship group. You can then submit the report and the report will use the payroll relationship group derived by the formula. The formula type to use is named Payroll Relationship Group.

Payroll Relationship Group Formula Type

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

The dynamic payroll relationship group parameter functionality works only for Payroll Activity Report with respect to payroll reporting. The relationship group is available for selection in several reports, but only the Payroll Activity Report displays results that use the dynamic payroll relationship group parameter functionality.

Void Payment Action in Prepayments

The Actions menu in the Prepayments Results section now includes the Void action. You view prepayments results for the Calculate Prepayments task and from there can make or void payments. For example, if an employee requested a replacement for a damaged check you can use the Void action to void the check and then use the Make Payment action to reissue another check.

New Action Menu Item for Void Payment

Steps to Enable

There are no steps necessary to enable this feature.

Edit Payroll Period Names

When you create a payroll definition or extend the number of years for it, the application automatically generates payroll periods. You can view these payroll periods on the Time Periods tab of the Manage Payroll Definitions page. The system-generated names are numbered in sequence based on the period type you selected when creating the payroll definition. You can now click the Edit button and revise the system-generated names as needed.

Edit System-Generated Payroll Period Names

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

If you edit the payroll period names, ensure that they remain unique within the payroll definition.

Key Resources

For more information about payroll definitions, go to Applications Help for the following topic:

Information Balances in the Payroll Balance Report

You can now configure the balance group usage item to display information balances in the Payroll Balance Report.

To configure the balance group usage item:

Select the Manage Balance Group Usages task from the Payroll Calculation work area.

  1. Select Global Payroll Run Result Report (Payroll Balance Report) from the Report Type drop-down list.
  2. Select the desired legislative data group.
  3. Click Search. The search results display all the applicable balance group usages for the Payroll Balance Report.
  4. Select the Global Information Balances for Payroll Balance Report row and click the Edit icon.
  5. Select Matrix Items on the left panel, in the Balance Group Usage: Global Information Balances for Payroll Balance Report page.
  6. Click the Add icon to create a new matrix item.
  7. In the Matrix Item section, select the Balance Dimension matrix item type, select the name of the desired balance dimension, and enter a position value.
  8. Click Save.
  9. Click Submit.

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

For more information about the Payroll Balance Report, go to Applications Help for the following Topic:

Deduction Category and Deduction Parameters for Run Deduction Report

You can now run the Deduction Report for all deduction categories and deductions including the deduction balances you define. Use the Deduction Category and Deduction parameters to run the report for specific deduction categories or deductions.

Deduction Category and Deduction Parameters

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

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

Additional Flow Parameter for Create Batch for an Object

You can now select a process configuration group when running the Create Batch for an Object process to migrate elements and formulas from one environment to another. The name you specify in the Process Configuration Group list enables any processing parameters that are defined for that group, such as logging.

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

For more information about balance exception reports, go to Applications Help for the following topics:

Enhancement for Generate Run Balances

Creating or updating balance definitions and balance feeds can impact balance calculations and stored balance values for run balance dimensions. When stored balance dimensions are no longer accurate, the Save Run Balances column on the Manage Balance Definitions page displays the status of the balance dimensions as invalid.

Reports and processes continue to obtain accurate values from the summed run results, but summing run results can slow performance. To improve performance you can recalculate the balance values by submitting the Generate Run Balances process from the Payroll Checklist or Payroll Calculation work areas.

Parameters you Complete When you Submit the Process

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

If you select a single balance to include in the process, you must specify a balance and dimension name, or the process errors because of insufficient information.

Key Resources

For more information about balance exception reports, go to Applications Help for the following topic:

Enhancement in Payroll Costing Report

You can now view the Accounting Date, Cost ID and Source ID in the Payroll Costing Report when the report is run with a Scope parameter of Detail Report. Processes, such as Calculate Payroll and QuickPay, will populate Accounting Date with Process Date and generate Cost ID.

Calculate Partial Period Accruals process will populate the accrual entry Accounting Date with Process Date, Accounting Date for reverse entries with the next Payroll Period End Date, and Source ID with the corresponding Cost ID from the related accrual entry.

Source ID is used to identify partial period reverse entries after the Calculate Partial Period Accrual process is run.

For example, Calculate Partial Period Accruals process for weekly payroll period ending 28-Jan-2011 processed on 31-Jan-2011 will populate the following:

Steps to Enable

There are no steps necessary to enable this feature.

Batch Loader Tasks for Payroll Relationship Groups

The payroll batch loader supports four new task actions for object groups, which are described in the following table:

Task

Task Action

Purpose

Object Group

Create Payroll Relationship Group

Create an object group to use when submitting a process for a subset of records. The object group categorizes people by payroll relationship

Delete Payroll Relationship Group

Delete an existing payroll relationship group that is no longer needed.

Add Payroll Relationship Inclusions and Exclusions

Add a relationship inclusion or exclusion to an existing payroll relationship group.

Remove Payroll Relationship Inclusions and Exclusions

Remove a relationship inclusion or exclusion from an existing payroll relationship group.

Steps to Enable

There are no steps necessary to enable this feature.

Enhanced Data Exchange Work Area

The enhanced Data Exchange work area enables you to submit, monitor, and troubleshoot processes and batches and to resolve the errors.

Apart from running extracts and batch loader processes, you can perform the following actions:

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

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

New Rules for Personal Payment Methods

Control conversion rules for the earnings elements, including standard, supplemental, absence, and time elements. You can select a conversion rule for periodicity, work units, and proration calculations.  You can control the calculation and display of the work units; such as work hours or workdays in the payslip and the reports. You also have the flexibility to select Assignment Working Hours or Standard Working Hours for conversion calculations instead of automatically using the work schedule when one exists.

The element template lists the new rules for standard working hours, working hours, and work schedules, and includes a new question for proration units. The same rules are displayed for the periodicity, work units, and proration conversion rules.

Conversion Rules Used for Periodicity, Work Units, and Proration

This release renames the display names for the existing rate conversion rules.  The base names and actual calculations remain the same, as shown in the following table.

Base  Names

New Display Names

Description

Example

Annualized Rate Calculation

Standard Rate Annualized

Calculates the annual rate using the input periodicity and converts the amount to an output periodicity and rate.

Uses default values, such as 2080 hours or 260 working days to calculate the annual rate.

To convert a weekly amount to a semimonthly periodicity, the formula:

1. Multiplies the weekly amount by 52.

2. Divides the result by 24.

Daily Rate Conversion

Standard Rate Daily

Calculates the daily rate using the input periodicity and converts the amount to an output periodicity and rate. 

Uses a default value such as 260 working days a year to calculate the daily rate.

To convert an annual amount to daily periodicity, the formula:

1. Divides the annual amount by 365.

2. Multiplies the result by the number of days in the payroll period.

The new predefined rate conversion rules support the conversions described in the following table.

Rate Conversion Rule

Description

Example

Standard Working Hours Rate Annualized

Uses the employee’s standard working hours to convert the monetary value and working hours to an annual value before calculating the rate.

Employee works 40 hours a week with a monthly salary of 1000 pounds:

((1000*12)/(40.00*52) = 5.77 an hour

Assignment Working Hours Rate Annualized

Uses the employees working hours to convert the monetary value and working hours to an annual value before calculating the rate.

Employee works 40 hours a week, with a 37.5 standard working hours a week, and  a monthly salary of 1000 pounds:


((1000*12)/(37.50*52) = 6.15 an hour

Periodic Work Schedule Rate Annualized

Uses the employee’s work schedule for the payroll period for daily and hourly conversions.

Employee has a monthly salary of 1000 pounds, and is assigned a monthly payroll.  The formula checks the work schedule details for the month. 

For a daily conversion:

1000 a month/20 days in the month = 50

Note: For compensation calculations where the employee is not assigned a payroll, the rate is calculated using the weekly rate calculation.  The amount is converted to an annual figure and divided by the number of days or hours in that week based on the work schedule.

The following list summarizes the changes to the element template for periodicity, work units, and proration.

Periodicity
The conversion rule for periodicity applies to Flat Amount, Hours X Rate, and Days X Rate calculation rules. You can override the periodicity used as the default for the element definition at the element entry level.

Work Units
The Work Units conversion rule applies only to flat amount calculation rules for standard and supplemental earnings elements. 

The selection of which work units to use in reports and payslips determines the conversion calculation. The application creates the element input values using the default values of the rate conversion formulas.  In this example, the employee is on a semi-monthly payroll that has 24 payroll periods in a year.

Work Units Selected

Example

Hours

2080/24 = 86.67

Days

260/24 = 10.83

None

No input values are created

Proration
The element template includes a new question for proration units. Proration rate conversion rules replace the previous proration methods in the element template. You have greater flexibility, for example, to base proration on calendar days when using work units for conversion.

Steps to Enable

There are no steps necessary to enable this feature. 

Tips and Considerations

If the conversion rules do not meet your requirements, you can copy and edit the rules using the Manage Fast Formulas task in the Payroll Calculation work area

For example, for periodicity you might create the formula Vision Conversion Rate formula, and its related proration formula Vision Conversion RATE_PRORATE.

Key Resources

For more information about values defined by criteria, go to Applications Help for the following topics:

Excel Output Support for Payroll Reports

You can now configure the delivery option to generate the output of payroll reports in Excel formats.

You can configure the following payroll reports to generate an Excel output:

Steps to Enable

Repeat these steps for each payroll report listed above, as necessary.

NOTE: Enabling Excel output for the Payment Register requires additional steps as given below.

  1. In the Data Exchange work area, select the Manage Extract Definitions task.
  2. Search for and select the extract definition name for the payroll report to edit, as listed in this table.
  3. Report Name

    Extract Definition Name

    Deduction Report

    Deduction Report

    Gross-to-Net Report

    Gross-to-Net Summary Archive

    Payment Register Report

    Global Payment Register

    Payroll Activity Report

    Payroll Activity Report

    Payroll Balance Report

    Payroll Run Result Report

    Payroll Register Report

    Global Payroll Register

    Statutory Deduction Register

    Statutory Deduction Register

    Third-Party Payment Register

    Global Third Party Payment Register

  4. Open the Report.
  5. Click the Deliver icon.
  6. Click Add to create a new row to point to the new template for the Excel output.
  7. Enter a Start Date and End Date. For example, 1/1/01 and 12/31/4712.
  8. Enter the Delivery Option Name and the Output Name.
  9. Select Excel 2007 in the Output Type field.
  10. Enter the Report and Template Name. Ensure that the .xdo file name you enter in the Report field and template name matches the name of your template, as given in the table below.
  11. Report Name

    Excel Template Name

    Deduction Report

    Deduction Report Results

    Gross-to-Net Report

    Gross-to-Net Report Results

    Payment Register Report

    Payment Register Results

    Payroll Activity Report

    Payroll Activity Report Results

    Payroll Balance Report

    Payroll Balance Report Results

    Payroll Register Report

    Payroll Register Results

    Statutory Deduction Register

    Statutory Deduction Register Results

    Third-Party Payment Register

    Third-Party Payment Register Results

  12. Select the Delivery Type. For example, Documents of Record or Fax.
  13. Optionally, to override the default layout (PDF file), select the predefined delivery option of Excel output in the Overriding Delivery Mode field. This would result in only generating the Excel file.
  14. Otherwise, keep the default value to generate both the Excel and PDF files.
  15. Click Save.
  16. For the Payment Register, you must perform the following additional steps to add the report category details.
  17. Click Submit.

Enhanced Calculation Rules for Earnings Elements

Using the Payroll User Interface Configuration user-defined table, you can create formulas to customize personal payment method preferences. For example, prevent your employees from editing personal payment methods that are attached to a specific account type or organization payment method.

The following two rules for Personal Payment Methods have been added:

Rule Name

Purpose

Execute Personal Payment Method Validation

Enables validations for personal payment methods that meet the criteria set in the formula. For example, an employee can only create one personal payment method with the Pay Card account type.

Prevent Edit Personal Payment Method

Prevents employees from modifying any personal payment method details that meet the criteria set in the formula, such as when the account type is equal to Pay Card.

Two Rules for Personal Payment Methods

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

For more information about personal payment methods, go to Applications Help for the following topics:

New Task Action for PBL: Customize Bank Account Details

Using the new Customize Bank Account Details Payroll Batch Loader task action, you can customize fields on the Create Bank Account region by displaying preferred fields, changing a field to be required or modifying the label of a field.

US Default Create Bank Account Region Shown Here with No Customizations

The Customize Bank Account Details task action allows you to perform these four changes to the Create Bank Account region. These changes may be performed separately or together.

NOTE: A field that is delivered as required entry cannot be customized to be optional and a field that is delivered as required to be displayed and cannot be customized to be hidden.

The following six table fields are available while using this new Payroll Batch Loader task action to customize. The first three are required to identify the field and page you want to customize; the last three indicate the type of customization. If no data is provided for Label, Required or Displayed, the default value for the page gets stored for the field.

Payroll Batch Loader Fields

Table Field

Description

Options Available,

Where Applicable

*Country Code

COUNTRY_CODE

Identifies the country for which the rule applies

 For example, US for United States

*Field

ATRBIBUTE_NAME

Identifies the field to be customized.

ACCOUNT_NAME
ACCOUNT_NAME_ALT
ACCOUNT_NUMBER
ACCOUNT_TYPE
BANK_NAME
BANK_NUMBER
BIC
BRANCH_NAME
BRANCH_NUMBER
CHECK_DIGIT
IBAN
SEC_ACCT_REF

*Page

PAGE_NAME

Identifies the page to be customized.

FUSE
CASUAL
PROF

Label

LABEL_CODE

Identifies label to be customized.

Note: In order for an attribute to have a custom label, it must exist as a lookup code in the ORA_EXTERNAL_ACCOUNT_LABELS look up table. This lookup is user extensible for the user to create custom lookups based on their label requirements.

 See label creation steps below

Required

REQUIRED_FLAG

Identifies the attribute as required or not.

Y
N

Displayed

DISPLAY_FLAG

Identifies the attribute as displayed or not,

Y
N

Label Creation Steps

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

For more information about personal payment methods, go to Applications Help for the following topics:

Enhance Payroll Costing Report

Payroll costing report is enhanced to display the element primary classification in report output when the report is run in “Detail” scope. This data helps in verifying the total payroll costs by element classification, such as earnings cost, voluntary deductions cost and tax deductions cost.

This element classification column has been added in GLB_PAY_COST_DETAIL_UE user entity as well.

Steps to Enable

There are no steps necessary to enable this feature.

Settlement Date for Deduction Element Entry

Payroll run uses the Date Earned to stop the processing of a recurring entry by populating the date earned value in the Settlement Date field. A stop rule can be based on reaching a specified accumulator, such as a balance owed of zero.

The entries do not have an end date, but are stopped from further processing. This supports retroactive processes that do not apply the stop rule in the same period. The target element must be defined with Allow Multiple Entries selected. This enables you to allocate a new entry once the value of an existing entry has reached zero.

Settlement Date

Steps to Enable

There are no steps necessary to enable this feature.

Payroll Costing Report by Element Classification

This enhancement to the detail scope of the Payroll Costing Report displays the primary element classification in report output. The addition of this data item to the report allows total payroll costs verification by element classification, such as earnings cost, voluntary deductions cost and tax deductions cost.

Steps to Enable

There are no steps necessary to enable this feature.

Payroll for Canada

Oracle Fusion HRMS (Canada) supports country specific features and functions for Canada. It enables users to follow Canada’s business practices and comply with its statutory requirements.

End-of-Year Reporting: Amendments for T4, T4A, And RL-1

Canada’s functionality for the federal year-end slips T4 and T4A was amended, as well as the provincial year-end slip RL-1, that are issued to the employees and the respective government agencies.

The T4 is the Federal Statement of Remuneration Paid for reporting an employee’s employment income, statutory deductions and other information required by Canada Revenue Agency (CRA). The T4A slip is the Statement of Pension, Retirement, Annuity, and Other Income used to report these types of incomes to the Canada Revenue Agency (CRA). You must submit these forms to the CRA at the end of every tax year. The RL-1 slip is a provincial year-end form for reporting an employee’s employment income, statutory deductions and other information required by Revenu Quebec. At the end of every tax year you must submit RL-1 slip information to Revenu Quebec. You must also provide these slips to your employees for tax filing purposes.

If corrections are made after the T4, T4A, or RL-1 is distributed, amended slips are issued. The amended slip is provided to the employee, as well as reported to the government.

It is important to process the steps to generate the amended slips in a specific order. Once the original PDF and interface processes are complete, the steps are as follows:

  1. Payroll process is complete.
  2. Archive End-of-Year Payroll Results process is complete.
  3. End-of-Year Register Report process for the original is complete.
  4. End-of-Year Reports process to generate the original year-end PDF is complete.
  5. End-of-Year Reports process to generate the year-end interface for the original is complete.
  6. Process the correction to the employee record. This can be a balance adjustment or payroll process.
  7. Run the Archive End-of-Year Payroll Results process for the amended employee.
  8. Generate the End-of-Year Register Report for the amendment.
  9. Run the End-of-Year Reports process to generate the amended year-end PDF.
  10. Run the End-of-Year Reports process to generate the amended year-end interface.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

When performing amendments for the employee, please note the following tips:

Involuntary Deductions: Protected Pay Rules

Oracle Fusion Human Capital Management for Canada provides additional functionality to the protected pay rules for involuntary deductions.  

With this release we have enhanced how the protected pay processing will occur within involuntary deductions of the same deduction type (for example, multiple garnishments), as well as across the different deduction types (Garnishment, Maintenance and Support, and Tax Levy).

You can configure protected pay rules for each deduction. The payroll process will now determine the highest value derived for protected pay within each deduction type and apply that value to all other deductions of that same deduction type.

For example, in the case where multiple garnishments are configured with different rules, one with a protected pay percentage of 40% and the other with 50%, the higher percentage of 50% will be applied as the protected pay percentage for both garnishments for the employee.  In the same way, you could have an entry for one garnishment with a protected pay amount of $300 and a protected pay percentage of 50%.  In this case, both protected pay entries are used to calculate the highest value of the two, and compare this to other garnishment entries to come up with a final protected pay value for garnishments.

If the deduction types are different, the payroll process will no longer apply the highest protected pay across deduction types.  Each deduction type will determine its own protected pay value.

The order in which elements are processed (as determined by the sub processing order) also impacts the protected pay.  If a Maintenance and Support deduction is processed first, that deduction will impact how much of the disposable income is available for subsequent deductions processed.

For example, in the case where a Maintenance and Support deduction is configured with a protected pay percentage of 50% and a subprocessing order of 1, and a Garnishment deduction is configured with a percentage of 80% and a subprocessing order of 2, the disposable income remaining for the garnishment is affected by the first calculation of protected pay of the Maintenance and Support deduction.  There may not be enough disposable income left to guarantee the 80% protected pay rule, so no Garnishment deduction would happen.

The protected pay amount calculated for the deduction is displayed in the run results for the Results element. 

Any amounts in arrears will also observe the protected pay limits.

The protected pay rules are configured on the involuntary deduction card for the employee, defined as a value definition within the Edit Calculation Values list of values.

Steps to Enable

There are no steps necessary to enable this feature.

End-of-Year Reporting: End-of-Year Exception Report

Canada end-of-year exception report facilitates year-end reconciliation and provides the ability to respond to any deficiencies for Canada Pension Plan (CPP), Quebec Pension Plan (QPP), Employment Insurance (EI), and Quebec Parental Insurance Plan (QPIP) reported in the year-end slips or other government reports.  

This report displays data from the End-of-Year Archive, with the exception of the name and address of the employee and the employer. It reports exception conditions for the T4, T4A, RL-1, and RL-2.

Before you run the end-of-year exception report, you must complete the following activities:

Use the Run End-of-Year Reports task from the Regulatory and Tax Reporting work area to generate the End-of-Year Exception Report. Parameters for the exception report process are:

After you run the end-of-year exception report, you must review the output. If there are exceptions met, the report will display those exception messages on the report. Exceptions are reported for transmitter, employer, or employee data. Before continuing on with the end-of-year process, you must correct the data as required.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

The following exception conditions are reported for each slip for transmitter, employer and employee information:

T4 Transmitter Exceptions

The Transmitter Name is missing on the T4 Interface Rules.

The Transmitter Name on the T4 Interface Rules contains more than 30 characters and will be reported as per the specific report requirements.

The Transmitter City is missing on the T4 Interface Rules.

The Transmitter Province is missing on the T4 Interface Rules.

The Transmitter Postal Code is missing on the T4 Interface Rules.

The Transmitter Contact Name is missing on the T4 Interface Rules.

The Transmitter Contact Name on the T4 Interface Rules contains more than 22 characters and will be truncated on the electronic interface file.

The Transmitter Contact Area Code is missing on the T4 Interface Rules.

The Transmitter Contact Phone Number is missing on the T4 Interface Rules.

The Language of Communication Indicator is missing on the T4 Interface Rules.

T4 Employer Exceptions

The Legal Reporting Unit Registered Name contains more than 30 characters and will be reported as per the specific report requirements.

The Payroll Account Number is missing or is invalid on the Legal Entity Registration Information.

The Payroll Account Number on the Legal Entity Registration Information contains more than 15 characters and will be truncated on the electronic interface file.

The Proprietor 1 Social Insurance Number is invalid on the T4 Interface Rules.

The Proprietor 2 Social Insurance Number is invalid on the T4 Interface Rules.

The Contact Name for this Return is missing on the T4 Interface Rules.

The Contact Name for this Return on the T4 Interface Rules contains more than 22 characters and will be truncated on the electronic interface file.

The Contact Area Code is missing on the T4 Interface Rules.

The Contact Phone Number is missing on the T4 Interface Rules.

T4 Employee Exceptions

The First Name of the employee is missing on the person record.

The Last Name of the employee on the person record contains more than 20 characters and will be truncated on the electronic interface file.

The Address Line 1 of the employee is missing on the person record.

The Address Line 1 of the employee on the person record contains more than 30 characters and will be reported as per the specific report requirements.

The Social Insurance Number of the employee is missing on the person record.

The Social Insurance Number of the employee has expired on the person record. The Expiration Date of the Social Insurance Number is <SIN EXP DATE>.

One or more negative balances exist for the employee.

No box balance values exist for the employee.

The employee is designated as CPP Exempt on the employee's tax calculation card.

The employee is designated as EI Exempt on the employee's tax calculation card.

The employee has CPP deductions over the annual limit.

The employee has EI deductions over the annual limit.

The employee turned 18 years of age during the reporting year. The Date of Birth on the person record is <DOB>.

The employee turned 70 years of age during the reporting year. The Date of Birth on the person record is <DOB>.

The employee was hired during the reporting year. The Hire Date on the person record is <HD>.

The employee was terminated during the reporting year. The Termination Date on the employee's work relationship record is <HD>.

The employee has worked in multiple provinces during the reporting year, as defined on the calculation card of the employee.

The employee has a CPP Election Date of <date> on the employee's tax calculation card.

The employee has a CPP Revocation Date of <date> on the employee's tax calculation card.

The expected and actual CPP deductions do not match. <calc table>

The expected and actual EI deductions do not match. <calc table>

T4A Transmitter Exceptions

The Transmitter Name is missing on the T4A Interface Rules.

The Transmitter Name on the T4A Interface Rules contains more than 30 characters will be reported as per the specific report requirements.

The Transmitter City is missing on the T4A Interface Rules.

The Transmitter Province is missing on the T4A Interface Rules.

The Transmitter Postal Code is missing on the T4A Interface Rules.

The Transmitter Contact Name is missing on the T4A Interface Rules.

The Transmitter Contact Name on the T4A Interface Rules contains more than 22 characters and will be truncated on the electronic interface file.

The Transmitter Contact Area Code is missing on the T4A Interface Rules.

The Transmitter Contact Phone Number is missing on the T4A Interface Rules.

The Language of Communication Indicator is missing on the T4A Interface Rules.

T4A Employer Exceptions

The Legal Reporting Unit Registered Name contains more than 30 characters and will be reported as per the specific report requirements.

The Payroll Account Number is missing or is invalid on the Legal Entity Registration Information.

The Payroll Account Number on the Legal Entity Registration Information contains more than 15 characters and will be truncated on the electronic interface file.

The Proprietor 1 Social Insurance Number is invalid on the T4A Interface Rules.

The Proprietor 2 Social Insurance Number is invalid on the T4A Interface Rules.

The Contact Name for this Return is missing on the T4A Interface Rules.

The Contact Name for this Return on the T4A Interface Rules contains more than 22 characters and will be truncated on the electronic interface file.

The Contact Area Code is missing on the T4A Interface Rules.

The Contact Phone Number is missing on the T4A Interface Rules.

T4A Employee Exceptions

The First Name of the recipient is missing on the person record.

The Last Name of the recipient on the person record contains more than 20 characters and will be truncated on the electronic interface file.

The Address Line 1 of the recipient is missing on the person record.

The Address Line 1 of the recipient on the person record contains more than 30 characters and will be reported as per the specific report requirements.

The Social Insurance Number of the recipient is missing on the person record.

The Social Insurance Number of the employee has expired on the person record. The Expiration Date of the Social Insurance Number is <SIN EXP DATE>.

One or more negative balances exist for the recipient.

No box balance values exist for the recipient.

RL-1 Transmitter Exceptions

The Transmitter Name is missing on the RL-1 Interface Rules.

The Transmitter Name on the RL-1 Interface Rules contains more than 30 characters and will be reported as per the specific report requirements.

The Source of RL Slips Used is missing on the RL-1 Interface Rules.

The Transmitter Address Line 1 is missing on the RL-1 Interface Rules.

The Transmitter City is missing on the RL-1 Interface Rules.

The Transmitter Province is missing on the RL-1 Interface Rules.

The Transmitter Postal Code is missing on the RL-1 Interface Rules.

The Computer Resource Person Name is missing on the RL-1 Interface Rules.

The Computer Resource Person Name on the RL-1 Interface Rules contains more than 30 characters and will be truncated on the electronic interface file.

The Computer Resource Person Area Code is missing on the RL-1 Interface Rules.

The Computer Resource Person Phone Number is missing on the RL-1 Interface Rules.

The Computer Resource Person Language is missing on the RL-1 Interface Rules.

The Accounting Resource Person Name is missing on the RL-1 Interface Rules.

The Accounting Resource Person Name on the RL-1 Interface Rules contains more than 30 characters and will be truncated on the electronic interface file.

The Accounting Resource Person Area Code is missing on the RL-1 Interface Rules.

The Accounting Resource Person Phone Number is missing on the RL-1 Interface Rules.

The Accounting Resource Person Language is missing on the RL-1 Interface Rules.

The Starting RL-1 Slip Number is missing on the RL-1 Interface Rules.

The Ending RL-1 Slip Number is missing on the RL-1 Interface Rules.

RL-1 Employer Exceptions

The Quebec Identification Number is missing or is invalid on the Legal Entity or the Legal Reporting Unit Registration Information.

The Legal Reporting Unit Registered Name contains more than 30 characters and will be reported as per the specific report requirements.

RL-1 Employee Exceptions

The First Name of the employee is missing on the person record.

The Last Name of the employee on the person record contains more than 30 characters and will be truncated on the electronic interface file.

The Address Line 1 of the employee is missing on the person record.

The Address Line 1 of the employee on the person record contains more than 30 characters and will be reported as per the specific report requirements.

The Social Insurance Number of the employee is missing on the person record.

The Social Insurance Number of the employee has expired on the person record. The Expiration Date of the Social Insurance Number is <SIN EXP DATE>.

One or more negative balances exist for the employee.

No box balance values exist for the employee.

The employee is designated as QPP Exempt on the employee's tax calculation card.

The employee is designated as QPIP Exempt on the employee's tax calculation card.

The employee has QPP deductions over the annual limit.

The employee has QPIP deductions over the annual limit.

The employee turned 18 years of age during the reporting year. The Date of Birth on the person record is <DOB>.

The employee was hired during the reporting year. The Hire Date on the person record is <HD>.

The employee was terminated during the reporting year. The Termination Date on the employee's work relationship record is <HD>.

The employee has worked in multiple provinces during the reporting year, as defined on the calculation card of the employee.

The expected and actual QPP deductions do not match. <calc table>

The expected and actual QPIP deductions do not match. <calc table>

RL-2 Transmitter Exceptions

The Transmitter Name is missing on the RL-2 Interface Rules.

The Transmitter Name on the RL-2 Interface Rules contains more than 30 characters and will be reported as per the specific report requirements.

The Source of RL Slips Used is missing on the RL-2 Interface Rules.

The Transmitter Address Line 1 is missing on the RL-2 Interface Rules.

The Transmitter City is missing on the RL-2 Interface Rules.

The Transmitter Province is missing on the RL-2 Interface Rules.

The Transmitter Postal Code is missing on the RL-2 Interface Rules.

The Computer Resource Person Name is missing on the RL-2 Interface Rules.

The Computer Resource Person Name on the RL-2 Interface Rules contains more than 30 characters and will be truncated on the electronic interface file.

The Computer Resource Person Area Code is missing on the RL-2 Interface Rules.

The Computer Resource Person Phone Number is missing on the RL-2 Interface Rules.

The Computer Resource Person Language is missing on the RL-2 Interface Rules.

The Accounting Resource Person Name is missing on the RL-2 Interface Rules.

The Accounting Resource Person Name on the RL-2 Interface Rules contains more than 30 characters and will be truncated on the electronic interface file.

The Accounting Resource Person Area Code is missing on the RL-2 Interface Rules.

The Accounting Resource Person Phone Number is missing on the RL-2 Interface Rules.

The Accounting Resource Person Language is missing on the RL-2 Interface Rules.

The Starting RL-2 Slip Number is missing on the RL-2 Interface Rules.

The Ending RL-2 Slip Number is missing on the RL-2 Interface Rules.

RL-2 Employer Exceptions

The Quebec Identification Number is missing or is invalid on the Legal Entity or the Legal Reporting Unit Registration Information.

The Legal Reporting Unit Registered Name contains more than 30 characters and will be reported as per the specific report requirements.

RL-2 Employee Exceptions

The First Name of the employee is missing on the person record.

The Last Name of the employee on the person record contains more than 30 characters and will be truncated on the electronic interface file.

The Address Line 1 of the employee is missing on the person record.

The Address Line 1 of the employee on the person record contains more than 30 characters and will be reported as per the specific report requirements.

The Social Insurance Number of the employee is missing on the person record.

The Social Insurance Number of the employee has expired on the person record. The Expiration Date of the Social Insurance Number is <SIN EXP DATE>.

One or more negative balances exist for the employee.

No box balance values exist for the employee.

The RL-2 Source of Income is missing on the RL-2 Interface Rules.

End-of-Year Reporting (RL-2 Only)

Oracle Fusion Human Capital Management for Canada offers a comprehensive process to generate the RL-2 year-end slip.

The RL-2 slip is a provincial year-end form for reporting a pensioner’s retirement and annuity income. You must submit the RL-2 slip information to Revenu Québec at the end of every tax year. You must also provide the slips to your pensioners for tax filing purposes.

End-of-year processing for the RL-2 slip includes the following activities:

  1. Configuration for Québec
  2. Setting up TRU transmitter information for Québec reporting.
  3. Setting up balance feeds for the boxes and other information codes.
  4. Using the Archive End-of-Year Payroll Results task from the Regulatory and Tax Reporting work area to generate and view the results of the end-of-year archive for RL-2 information. The End-of-Year Reports processes uses the archived payroll run results to generate pensioner details required for the RL-2.
  5. Using the Run End-of-Year Reports task from the Regulatory and Tax Reporting work area to generate the End-of-Year Exception Report for the RL-2 and view its output.
  6. Using the Run End-of-Year Reports task from the Regulatory and Tax Reporting work area to generate the RL-2 register and view its output in Excel.
  7. Using the Run End-of-Year Reports task from the Regulatory and Tax Reporting work area to generate the RL-2 PDF and view its output.
  8. Using the Run End-of-Year Reports task from the Regulatory and Tax Reporting work area to generate the RL-2 electronic interface and view its output.

Payments reported on the RL-2 are elements with a secondary classification reporting type of T4A/RL2.

Use the Manage Legal Reporting Unit HCM Information task in the Setup and Maintenance work area to set up the transmitter information for reporting of RL-2 data.

Use the Run End-of-Year Reports task to generate the register report and review pensioner information, as well as verify the box balances.

Use the Run End-of-Year Reports task from the Regulatory and Tax Reporting work area to generate the RL-2 slip.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

Enter the Québec Provincial Tax registration at the payroll statutory unit (PSU) level if the Québec Identification Number applies to more than one TRU. Enter the registration at the TRU level if there is only one TRU within the PSU, or if you are overriding the default entry entered at the PSU level.

The registered name can be entered in either the Registered Name or the Alternate Name field. The user can choose to enter something unique in the Registered Name field to distinguish multiple registrations in the LOVs. If the Alternate Name is populated, the Alternate Name entered will be displayed on the RL-2 slips and in the interface file. If it is not populated, the Registered Name will be displayed.

Payroll for China

Oracle Fusion HRMS (China) supports country specific features and functions for China. It enables users to follow China’s business practices and comply with its statutory requirements.

New Rounding Methods for Social Security and Enterprise Annuity Calculation

Comply with statutory requirements by adding three rounding down methods for social security and enterprise annuity calculations:

Steps to Enable

Setup is required to use the new rounding methods in social security and enterprise annuity calculation.

  1. Search for a project with the Workforce Deployment offering.
  2. Open the Define Legal Entities for Human Capital Management functional area.
  3. Select the payroll statutory unit you would like to work with.
  4. Click the Go to Task icon against the Manage Legal Entity Calculation Cards task.
  5. Select the Statutory Deductions card.
  6. Select a social security item or enterprise annuity.
  7. Select the rounding down method to use in contribution base and amount calculation.

The rules set up at payroll statutory unit calculation card level apply to all organizations operating in one territory for a social security item and contribution type. However, the contribution amount rounding rules can be overridden by rules set up at tax reporting unit calculation card level by using the Manage Legal Reporting Unit Calculation Cards task, which are rules specific to an organization.

Element Result Report Changes

Simplify the report by running against run results rather than balances. For more information about the report, please refer to the Element Result Report Changes in the Global Payroll section.

Steps to Enable

There are no steps necessary to enable this feature.

Payroll for Kuwait

Oracle Fusion HMS (Kuwait) supports Kuwait-specific features and functionality. It enables users to follow Kuwait’s business practices and comply with its statutory requirements.

Statutory Reporting: Update to Report 166 – Monthly Contributions

The monthly report that contains details of the total social insurance payments for an employer is updated to include Additional Social Insurance contributions.

Steps to Enable

There are no steps necessary to enable this feature. You can run this report from the Regulatory and Tax Reporting work area.

Tips and Considerations

Ensure that an element for Additional Social Insurance is created before you run the report.

Key Resources

For more information about this report, go to Application Help, for the following topic:

Support for Biweekly Payroll

When you select Human Resources or Payroll Interface as the selected extension in the Manage Features by Country or Territory page, you can create a payroll definition with a Biweekly period type.

Biweekly Period Type in Manage Payroll Definition Page

IMPORTANT: You cannot create a biweekly payroll definition, if Payroll is the selected extension for your legislation.

Steps to Enable

There are no steps necessary to enable this feature.

Monthly Gratuity Accrual Process Updates

When you run the Payroll Calculation process, you can view the accrued gratuity amount in the Information region of the statement of earnings. If a user-created formula is used to calculate the gratuity payment on termination, then the same formula is used for calculating the monthly accrued gratuity amount.

Accrued Gratuity Amount in the Information Region of the Statement of Earnings

Steps to Enable

Before you verify the accrued gratuity in the statement of earnings, ensure to perform the following:

Run the Payroll Calculation process and verify the results for the gratuity amount for the period and the accrued gratuity.

Tips and Considerations

When you enter the Employer Reference Formula in the Employer Gratuity Deduction card, the formula must use the variable, PAID_GRATUITY. This overrides the gratuity amount calculated by the default formula.

Social Insurance 2015 Enhancement

A new component for gratuity contributions has been added to the social insurance calculation. The additional employee contribution is applicable to all Kuwaiti workers employed in the Private sector and some Government sector workers, depending on their hire date. Employers can record whether or not they are going to pay the gratuity amount due to an employee on termination. In addition, they can record whether an employee has received a gratuity payment in the past, and the date when that payment was received.

The payroll process uses this information to determine whether or not gratuity contributions are to be deducted as part of the social insurance calculation.

  

Employer Gratuity Card

    Employee Social Insurance Card

Steps to Enable

There are no steps necessary to enable this feature.

Social Insurance Calculation for Fully State Owned Oil Companies

Employers can utilize specific employer sectors to ensure that appropriate social insurance deductions are being calculated for their employees. Oil sector has now been added as an employer sector, and additional rates, elements and balances have been delivered to calculate oil sector employee and employer contributions.

The payroll process calculates social insurance for both employees and employers based on the employer sector, and if gratuity contributions are to be deducted as part of the social insurance calculation.

       Employer Social Insurance Card

  

Employer Gratuity Card

    Employee Social Insurance Card

Steps to Enable

There are no steps necessary to enable this feature.

Payroll for Saudi Arabia

Oracle Fusion HRMS (Saudi Arabia) supports Saudi Arabia-specific features and functionality. It enables users to follow Saudi Arabia’s business practices and comply with its statutory requirements.

Wage Protection System

The Wage Protection System report tracks the amounts that need to be paid to the employees. Only employees with a Personal Payment Method of type EFT will be reported on the Wage Protection System report. Submit the report to the Wage Protection Agent at the end of each period. The banks process the report for crediting wages to the employees.

Steps to Enable

There are no steps necessary to enable this feature. Ensure that Payroll Run, Prepayment, and Archiver processes are run and complete for the payroll period.

Support for Biweekly Payroll

When you select Human Resources or Payroll Interface as the selected extension in the Manage Features by Country or Territory page, you can create a payroll definition with a Biweekly period type.

Biweekly Period Type in Manage Payroll Definition Page

IMPORTANT: You cannot create a biweekly payroll definition, if Payroll is the selected extension for your legislation.

Steps to Enable

There are no steps necessary to enable this feature.

Monthly Gratuity Accrual Process Updates

When you run the Payroll Calculation process, you can view the accrued gratuity amount in the Information region of the statement of earnings. If a user-created formula is used to calculate the gratuity payment on termination, then the same formula is used for calculating the monthly accrued gratuity amount.

Accrued Gratuity Amount in the Information Region of the Statement of Earnings

Steps to Enable

Before you verify the accrued gratuity in the statement of earnings, ensure to perform the following:

Run the Payroll Calculation process and verify the results for the gratuity amount for the period and the accrued gratuity.

Tips and Considerations

When you enter the Employer Reference Formula in the Employer Gratuity Deduction card, the formula must use the variable, PAID_GRATUITY. This overrides the gratuity amount calculated by the default formula.

Payroll for the United Arab Emirates

Oracle Fusion HRMS (United Arab Emirates) supports United Arab Emirates-specific features and functionality. It enables users to follow United Arab Emirate’s business practices and comply with its statutory requirements.

Payroll Validation Report

Audit required payroll information. Validation is needed to show that the required data has been entered before the Wage Protection System reports are submitted.

The payroll validation report shows if the following attributes are missing or noncompliant for either the employer or employee:

Steps to Enable

There are no steps necessary to enable this feature.

Support for Biweekly Payroll

When you select Human Resources or Payroll Interface as the selected extension in the Manage Features by Country or Territory page, you can create a payroll definition with a Biweekly period type.

Biweekly Period Type in the Manage Payroll Definition Page

IMPORTANT: You cannot create a biweekly payroll definition, if Payroll is the selected extension for your legislation.

Steps to Enable

There are no steps necessary to enable this feature.

Monthly Gratuity Accrual Process Updates

When you run the Payroll Calculation process, you can view the accrued gratuity amount in the Information region of the statement of earnings. If a user-created formula is used to calculate the gratuity payment on termination, then the same formula is used for calculating the monthly accrued gratuity amount.

Accrued Gratuity Amount in the Information Region of the Statement of Earnings

Steps to Enable

Before you verify the accrued gratuity in the statement of earnings, ensure to perform the following:

  1. Create the element eligibility link for the gratuity accrual initiator.
  2. Associate the gratuity accrual initiator to the employee through the element entry.
  3. Associate the formula to calculate the reference salary with the Employer Gratuity Deduction card.

Run the Payroll Calculation process and verify the results for the gratuity amount for the period and the accrued gratuity.

Tips and Considerations

When you enter the Employer Reference Formula in the Employer Gratuity Deduction card, the formula must use the variable, PAID_GRATUITY. This overrides the gratuity amount calculated by the default formula.

Payroll for the United Kingdom

Oracle Fusion HRMS (UK) supports United Kingdom-specific features and functionality. It enables users to follow the United Kingdom’s business practices and comply with its statutory requirements.

Real Time Information (RTI) - Earlier Year Update (EYU)

Report previous year’s tax information to the authorities after the deadline for reporting information has passed. You can do this by using the Earlier Year Update (EYU) Process for the relevant tax year.

The Earlier Year Update (EYU) process requires one effective payroll run in the required tax year. Use the EYU process to report updates for up to seven years.

The EYU process produces the following output:

Steps to Enable

There are no steps necessary to enable this feature. Run this process from the Regulatory and Tax Reporting work area or the Payroll Checklist work area.

Legislative Updates

These legislative updates include statutory limits and thresholds required for the UK payroll to operate correctly for the new tax year:

Category letters

A

H

M

B

J

Z

C

Earnings < LEL

Nil

Nil

Nil

Nil

Nil

Nil

Nil

Earnings >= LEL <= PT

0%

0%

0%

0%

0%

0%

0%

Earnings > PT <= UEL

12%

12%

12%

5.85%

2%

2%

0%

Earnings > UEL

2%

2%

2%

2%

2%

2%

0%

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

All changes for legislative updates will apply for payroll runs with the new tax year period starting 6 April 2017. Any payroll run with effective dates prior to this date will use the previous thresholds and limits.

Real Time Information

New set of Real Time Information (RTI) processes are added for the tax year 2017-18. These include Full Payment Submission (FPS), Employer Payment Summary (EPS) and the Earlier Year update (EYU). The additional EYU process refers to updates for tax year 2016-17.

The data item changes in the record structure are applied to the output file records specified in the RTI Message Implementation Guide (MIG) documentation from Her Majesty’s Revenues and Customs (HMRC).

New processes for Real Time Information (RTI)

Flows

Use the Submit Process or Report task from the Regulatory and Tax Reporting work area to access these processes.

Additional Data Capture   

For the EPS, you can capture additional data for apprenticeship levy at the organization tax reporting unit level.

Calculation of Apprenticeship Levy

As part of the Apprenticeship Levy functionality, EPS is enhanced to use the new balances to:

EPS Output Changes

Apprenticeship Levy calculation are reported by the Real Time Information Employer Payment Summary submissions each period.

The Employer Payment Summary (EPS) is enhanced as follows:

Rollback

You can rollback FPS and EYU using the standard Rollback feature. Once rolled back, the data is removed and the calculation card data updates are applied when the process is run in Live mode and revert to the original state (as was prior to the process run).

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

Ensure you run the new tax year FPS and EPS process when your payment date is on or after 6 April 2017. You can only run Earlier Year Updates for the previous year after the deadline for submitting the Full Payment Submission for 2016-17 is reached.

Apprenticeship Levy

Enhancements are added to enable the EPS process to accurately calculate and report the apprenticeship levy, as required.

The following additions have been made:   

Data Capture

Additional data capture at the tax reporting unit (TRU) level:

Use the following tasks from the Setup and Maintenance work area to enter the data for apprenticeship levy:

UK Apprenticeship Levy Fields

Element Input Value and Balances

New element input value added to store the actual value of the employer’s NIable pay:

New balance added for Employer Pay Bill for Apprenticeship Levy to record the value used to calculate the levy amount

Real Time Information Enhancements

When the EPS process is completed, you can access the results for the Apprenticeship Levy data using the Prepare Reports task and enter any override values, if required. The new values are then passed to the EDI output of the EPS record to submit to HMRC.

Archive Results

For further details on the RTI changes related to Apprenticeship Levy, refer to the Real Time Information section.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

The most recent override values are used when you run the EPS process again. For example, if you ran the process in Test mode and updated the values in any of the fields of the Archive Results, these values are used when you run the EPS in the Live mode again.

Foreign Tax Credit Relief

The new feature to offset the UK PAYE amount enables you to reduce UK tax liability for those employees working abroad subject to foreign tax liability.

New classifications and Balances

The new sub-classifications added are:

Primary Classification

UK Sub-classification

Information

Foreign Tax Credit Relief

Tax Deduction

Foreign Tax Credit

The new balances added are:

New Element: Foreign Tax Credit

A new element is added that holds the value of foreign tax that will offset the PAYE deduction:

Allocate this element to employees that have a foreign tax liability to be offset against the UK PAYE deduction. It is available for selection in the Manage Element Entry page for the person, after you define the element eligibility.

Calculate and enter the value for each employee for each period as this is a nonrecurring element. The liability could also be different for each period.

Foreign Tax Credit Element

New Indirect Element: Foreign Tax Credit Relief

This is an indirect element delivered to hold the results of the actual foreign tax credit relief amount.

A new element is delivered to hold the value of the foreign tax that offsets the PAYE deduction:

Balance Feeds

The new elements feed the following balances, as required:

Balance Name

Element - Foreign Tax Deduction

Element - Foreign Tax Credit Relief

Foreign Tax Deduction

Add

N/A

Foreign Tax Credit Relief

N/A

Add

Total Deduction

Add

N/A

Tax Deductions (Total PAYE)

Deduct

N/A

Total Pay

Deduct

N/A

Net

Deduct

N/A

Net Pay

Deduct

N/A

Reporting

The P45 report and Full Payment Submission process are updated to include the reporting of leavers with a positive balance of Foreign Tax Credit Relief. The leavers, in such cases, are reported with a tax basis of noncumulative regardless of the actual tax basis used.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

An information message is generated that the foreign tax credit relief cannot be negative, so that you can make any necessary adjustments to rectify this.

When operating Net of Foreign Tax, an employee with Foreign Tax Credit relief should not be on a cumulative tax basis. If this is detected, a warning message is generated and you should contact HMRC.

Full Support of Balance Adjustments

You can adjust balances National Insurance and PAYE by using either of the following methods:

Enter all mandatory attributes and adjustment values required for NI adjustment

The element entry templates for PAYE and National Insurance are updated to remove the context as balance adjustments are fully supported.

Steps to Enable

There are no steps necessary to enable this feature.

P60 Template Updates

The new P60 templates for the tax year 2016-17 are updated with the required legislative changes. Use the new templates to generate the P60 for your employee for tax year ending April 2107.

The P60 process uses the new templates for following the supported versions:

The P60 output updates include the following changes:

Steps to Enable

There are no steps necessary to enable this feature.

P60 Replacement Option

The existing P60 process is enhanced with additional parameters to produce a replacement P60 for your employees. The Run End of Year P60 process includes new parameters to enable the replacement P60 print. Run the process Run End of Year P60 Report using the Submit a Process or Report task.

Flow Pattern Run End of Year P60 Report

There are two new parameters added:

As a result of this enhancement, the process for selective printing of P60 is also updated. Run the process Run End of Year P60 Selective Print using the Submit a Process or Report task. Use this generate a copy of the P60.

Flow Pattern Run End of Year P60 Selective Print

The following new parameters replace the previously used parameter Original P60 Flow Instance Name:

This ensures that the process searches for employees with either an original or a replacement P60.

Steps to Enable

There are no steps necessary to enable this feature.

Payroll for the United States

Oracle Fusion HRMS (US) supports United States-specific features and functions for United States. It enables users to follow the United States’ business practices and comply with its statutory requirements.

Multiple Worksite Report

The United States provides full support of the Multiple Worksite Report. Use this feature to report employment and wage data in a format suitable for the Bureau of Labor Statistics. This data is categorized by industry and location within a state and is used to more accurately classify employment and wage data of multiple establishment employers.

To generate this report, start the Run Multiple Worksite Electronic Report process from the Regulatory and Tax Reporting work area.


Run Multiple Worksite Electronic Report Process

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

It is the employer’s responsibility to determine their reporting eligibility. Refer to the Bureau of Labor Statistics website for more information.

Key Resources

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

Third-Party Involuntary Payment Interface Initial Extract

Business outsourcing solutions providers such as ADP can perform garnishment and third-party payment processing for their customers. Oracle Fusion Human Capital Management for the US provides an involuntary payment interface for customers who choose to use such a third-party provider. Before you can begin using this interface with ADP Money Movement