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. As a one-off exception the February 2017 Quarterly update will be applied in March 2017.
.
| Date |
Feature |
Notes |
|---|---|---|
| The following features were included in the May Quarterly update. |
||
| 27 APR 2018 |
Oracle Fusion Global Human Resources for the United Kingdom: P11D- Employee Benefits and Expenses Reporting |
Delivered new feature in update 17, the May quarterly update. |
| 27 APR 2018 |
Oracle Fusion Global Human Resources for the United States: Tax Withholding Card Enhancement for Guam |
Delivered new feature in update 17, the May quarterly update. |
| 27 APR 2018 |
Oracle Fusion Global Human Resources for the United States: e-IWO Inbound Process Enhancement |
Delivered new feature in update 17, the May quarterly update. |
| 30 MAR 2018 |
Oracle Fusion Global Human Resources for the United Kingdom: Gender Pay Gap Reporting |
Delivered new feature in update 16 (April), which will also be included in the May quarterly update. |
| 30 MAR 2018 |
Oracle Fusion Global Human Resources for the United Kingdom: Scottish Income Tax Rates and Bands |
Delivered new feature in update 16 (April), which will also be included in the May quarterly update. |
| 02 MAR 2018 |
Strategic Workforce Planning: Strategic Workforce Planning |
Delivered new feature in update 15 (March), which will also be included in the May quarterly update. |
| 02 MAR 2018 |
Oracle Fusion Benefits for the United States: e-IWO Audit Report Enhancement |
Delivered new feature in update 15 (March), which will also be included in the May quarterly update. |
| 02 MAR 2018 |
Oracle Fusion Global Human Resources for the United Kingdom: Legislative Updates |
Delivered new feature in update 15 (March), which will also be included in the May quarterly update. |
| 02 MAR 2018 |
Oracle Fusion Global Human Resources for the United Kingdom: Support for XML Format Submission for all RTI Outgoing Files |
Delivered new feature in update 15 (March), which will also be included in the May quarterly update. |
| 02 MAR 2018 |
Oracle Fusion Global Human Resources for the United Kingdom: Full Payment Submission (FPS) Breakdown to Smaller Files |
Delivered new feature in update 15 (March), which will also be included in the May quarterly update. |
| The following features were included in the February Quarterly update. |
||
| 02 FEB 2018 |
Oracle Fusion Benefits for the United States: e-IWO Enhanced Search Capabilities |
Delivered new feature in the February quarterly update. |
| 02 FEB 2018 |
Oracle Fusion Benefits for the United States: Third-Party Periodic Tax Filing Extract Inclusion of Payroll Frequency |
Delivered new feature in the February quarterly update. |
| 02 FEB 2018 |
Oracle Fusion Benefits for the United States: Involuntary Deduction Fee Priority |
Delivered new feature in the February quarterly update. |
| 02 FEB 2018 |
Oracle Fusion Global Human Resources for the United Kingdom: Legislative Updates for Tax Year 2018-19 |
Delivered new feature in the February quarterly update. |
| 02 FEB 2018 |
Oracle Fusion Global Human Resources for the United Kingdom: XML Format for RTI Outgoing Files |
Delivered new feature in the February quarterly update. |
| 02 FEB 2018 |
Oracle Fusion Global Human Resources for the United Kingdom: Benefits in Kind – Car and Car Fuel Rates for Tax Year 2018-19 |
Delivered new feature in the February quarterly update. |
| 02 FEB 2018 |
Oracle Fusion Benefits for Canada: Reporting Mode: Draft and Final Mode for End-of-Year Reports Process |
Delivered new feature in update 13 (January), which will also be included in the February quarterly update. |
| 02 FEB 2018 |
Oracle Fusion Benefits for the United States: Involuntary Deduction Disposable Income Recalculation |
Delivered new feature in update 10 (October), which will also be included in the November quarterly update. |
| 05 JAN 2018 |
Oracle Fusion Global Human Resources for the United Kingdom: XML Message Retrieval Support from HMRC Data Provisioning System |
Delivered new feature in update 13 (January), which will also be included in the February quarterly update. |
| 05 JAN 2018 |
Oracle Fusion Global Human Resources for the United Kingdom: Processing Benefits in Kind Through Payroll |
Delivered new feature in update 13 (January), which will also be included in the February quarterly update. |
| 05 JAN 2018 |
Oracle Fusion Human Capital Management for Luxembourg: Enhanced Postal Code Validation |
Delivered new feature in update 13 (January), which will also be included in the February quarterly update. |
| 05 JAN 2018 |
Oracle Fusion Human Capital Management for the United States: Affordable Care Act Override Upload (United States Customers only) |
Delivered new feature in update 1 (February 2017). |
| 08 DEC 2017 |
Oracle Fusion Human Capital Management for the United States: New York Family Leave Insurance Support |
Delivered new feature in the Statutory Update 12.2 (December), which will also be included in the February quarterly update. |
| 08 DEC 2017 |
Oracle Fusion Human Capital Management for the United States: Guam Support |
Delivered new feature in the Statutory Update 12.2 (December), which will also be included in the February quarterly update. |
| 08 DEC 2017 |
Oracle Fusion Human Capital Management for the United States: Run US Tax Balance Adjustment Process |
Delivered new feature in the Statutory Update 12.2 (December), which will also be included in the February quarterly update. |
| 08 DEC 2017 |
Oracle Fusion Human Capital Management for the United States: Enhanced Year-Begin Process |
Delivered new feature in the Statutory Update 12.2 (December), which will also be included in the February quarterly update. |
| 08 DEC 2017 |
Oracle Fusion Human Capital Management for the United States: Enhanced Ohio School District Tax Calculation |
Delivered new feature in the Statutory Update 12.2 (December), which will also be included in the February quarterly update. |
| 08 DEC 2017 |
Oracle Fusion Human Capital Management for the United States: Puerto Rico Young Entrepreneurs Act |
Delivered new feature in the Statutory Update 12.2 (December), which will also be included in the February quarterly update. |
| 08 DEC 2017 |
Oracle Fusion Global Human Resources for Canada: Employee Active Payroll Balance Report |
Delivered new feature in the Statutory Update 12.2 (December), which will also be included in the February quarterly update. |
| 01 DEC 2017 |
Oracle Fusion Global Human Resources for the United States: Third-Party Periodic Tax Filing Audit Report Detail Enhancements |
Delivered new feature in update 12 (December), which will also be included in the February quarterly update. |
| 01 DEC 2017 |
Oracle Fusion Global Human Resources for the United States: Third-Party Quarterly Tax Filing Extract Enhancement for Amended Quarter Filings |
Delivered new feature in update 12 (December), which will also be included in the February quarterly update. |
| 01 DEC 2017 |
Oracle Fusion Global Human Resources for the United States: Third-Party Quarterly Tax Filing Extract Vendor Enhancements for Fourth Quarter |
Delivered new feature in update 12 (December), which will also be included in the February quarterly update. |
| 01 DEC 2017 |
Oracle Fusion Global Human Resources for the United States: Employee Active Balance Report Enhancements to Include New Balances |
Delivered new feature in update 12 (December), which will also be included in the February quarterly update. |
| 01 DEC 2017 |
Oracle Fusion Payroll Interface: Deleted Data Report |
Delivered new feature in update 12 (December), which will also be included in the February quarterly update. |
| The following features were included in the November Quarterly update. |
||
| 03 NOV 2017 |
Oracle Fusion Global Human Resources for the United States: Electronic Income Withholding Orders Reference Code Enhancement |
Delivered new feature in update 11, the November quarterly update. |
| 03 NOV 2017 |
Oracle Fusion Global Human Resources for the United States: New Ninety Day Balance Dimension |
Delivered new feature in update 11, the November quarterly update. |
| 03 NOV 2017 |
Oracle Fusion Global Human Resources for the United States: Involuntary Deductions Processing Fee Enhancement |
Delivered new feature in update 7 (July), which was included in the August quarterly update. |
| 06 OCT 2017 |
Oracle Fusion Global Human Resources/ HCM Cloud Mobile: Edit Person Information |
Delivered new feature in update 10 (October), which will also be included in the November quarterly update. |
| 06 OCT 2017 |
Oracle Fusion Global Human Resources/ HCM Cloud Mobile: Enhanced Directory Search |
Delivered new feature in update 10 (October), which will also be included in the November quarterly update. |
| 06 OCT 2017 |
Oracle Fusion Global Human Resources for Australia: Identification of Working Holiday Makers |
Delivered new feature in update 10 (October), which will also be included in the November quarterly update. |
| 06 OCT 2017 |
Oracle Fusion Global Human Resources for Australia: Identification of Trade Support Loan Participation Separately From Higher Education Loan Program |
Delivered new feature in update 10 (October), which will also be included in the November quarterly update. |
| 06 OCT 2017 |
Oracle Fusion Global Human Resources for China: Supplementary Public Housing Fund |
Delivered new feature in update 10 (October), which will also be included in the November quarterly update. |
| 06 OCT 2017 |
Oracle Fusion Global Human Resources for the United Kingdom: Alabaster Ruling for Statutory Maternity – pay Rise During Leave |
Delivered new feature in update 10 (October), which will also be included in the November quarterly update. |
| 06 OCT 2017 |
Oracle Fusion Global Human Resources for the United States: Electronic Income Withholding Orders Inbound Process Enhancements |
Delivered new feature in update 10 (October), which will also be included in the November quarterly update. |
| 06 OCT 2017 |
Oracle Fusion Global Human Resources for the United States: Absence Element Template Enhancements |
Delivered new feature in update 10 (October), which will also be included in the November quarterly update. |
| 06 OCT 2017 |
Oracle Fusion Global Human Resources for Argentina: Enhanced Postal Code Validation |
Delivered new feature in update 10 (October), which will also be included in the November quarterly update. |
| 06 OCT 2017 |
Oracle Fusion Global Human Resources for China: Enhanced Social Security Account Information Page |
Update document. Delivered new feature in update 3 (March). |
| 01 SEP 2017 |
Oracle Fusion Global Human Resources for the United Kingdom: Sexual Orientation and Gender Identity |
Delivered new feature in update 9 (September), which will also be included in the November quarterly update. |
| 01 SEP 2017 |
Oracle Fusion Global Human Resources for the United Kingdom: Errors and Warnings Report in Pension Automatic Enrolment Flow |
Delivered new feature in update 9 (September), which will also be included in the November quarterly update. |
| 01 SEP 2017 |
Oracle Fusion Global Human Resources: Display NonWorkers in My Team and Directory |
Delivered new feature in update 9 (September), which will also be included in the November quarterly update. |
| The following features were included in the August Quarterly update. |
||
| 04 AUG 2017 |
Oracle Fusion Global Human Resources: Populate the Context of the Document Records DFF Based on the Document Type |
Delivered new feature in the August quarterly update. |
| 04 AUG 2017 |
Oracle HCM Cloud Mobile: Exporting Contact Information |
Delivered new feature in the August quarterly update. |
| 04 AUG 2017 |
Oracle HCM Cloud Mobile: Profile Options to Show or Hide Worker Information |
Delivered new feature in the August quarterly update. |
| 04 AUG 2017 |
Oracle HCM Cloud Mobile: View Personal Information |
Delivered new feature in the August quarterly update. |
| 04 AUG 2017 |
Oracle HCM Cloud Mobile: Edit Areas of Expertise |
Delivered new feature in the August quarterly update. |
| 04 AUG 2017 |
Oracle Fusion Global Human Resources for South Africa: New Values for the National Identifier and Visa or Permit Type |
Delivered new feature in the August quarterly update. |
| 04 AUG 2017 |
Oracle Fusion Global Human Resources for South Africa: Enhanced National Identifier Validation |
Delivered new feature in the August quarterly update. |
| 04 AUG 2017 |
Oracle Fusion Global Human Resources for Canada: Absence Elements: Discretionary and Final Disbursement Absence Payments |
Delivered new feature in the August quarterly update. |
| 04 AUG 2017 |
Oracle Fusion Global Human Resources: New Hidden Fields in My Team and Directory |
Delivered new feature in the August quarterly update. |
| 04 AUG 2017 |
Oracle Fusion Global Human Resources: Persistency in My Team and Directory |
Delivered new feature in the August quarterly update. |
| 04 AUG 2017 |
Oracle Fusion Global Human Resources for the United Kingdom: Court Orders – DEO Reference Number Output on BACS File |
Delivered new feature in update 7 (July), which will also be included in the August quarterly update. |
| 04 AUG 2017 |
Oracle Fusion Global Human Resources for the United Kingdom: Payroll Validation Report – Change to Excel Output |
Delivered new feature in update 7 (July), which will also be included in the August quarterly update. |
| 04 AUG 2017 |
Oracle Fusion Global Human Resources for Qatar: Organization Setup |
Delivered new feature in update 7 (July), which will also be included in the August quarterly update. |
| 04 AUG 2017 |
Oracle Fusion Global Human Resources for Qatar: Person and Employment |
Delivered new feature in update 7 (July), which will also be included in the August quarterly update. |
| 04 AUG 2017 |
Oracle Fusion Global Human Resources for Qatar: Payroll Base Data |
Delivered new feature in update 7 (July), which will also be included in the August quarterly update. |
| 04 AUG 2017 |
Oracle Fusion Global Human Resources for Qatar: Payroll Data Capture |
Delivered new feature in update 7 (July), which will also be included in the August quarterly update. |
| 04 AUG 2017 |
Oracle Fusion Global Human Resources for Qatar: Automatic Calculation Card Creation |
Delivered new feature in update 7 (July), which will also be included in the August quarterly update. |
| 04 AUG 2017 |
Oracle Fusion Global Human Resources for Qatar: Social Insurance Calculations |
Delivered new feature in update 7 (July), which will also be included in the August quarterly update. |
| 04 AUG 2017 |
Oracle Fusion Global Human Resources for Qatar: Gratuity Calculations |
Delivered new feature in update 7 (July), which will also be included in the August quarterly update. |
| 04 AUG 2017 |
Oracle Fusion Global Human Resources for Qatar: Involuntary Deduction Element Template |
Delivered new feature in update 7 (July), which will also be included in the August quarterly update. |
| 04 AUG 2017 |
Oracle Fusion Global Human Resources for Qatar: Statement of Earnings |
Delivered new feature in update 7 (July), which will also be included in the August quarterly update. |
| 07 JUL 2017 |
Oracle Fusion Global Payroll Interface: Integration with ADP Global Payroll |
Delivered new feature in update 7 (July), which will also be included in the August quarterly update. |
| 07 JUL 2017 |
Oracle Fusion Global Human Resources for the United States: Involuntary Deductions Subprocessing Order Defaults |
Delivered new feature in update 7 (July), which will also be included in the August quarterly update. |
| 07 JUL 2017 |
Oracle Fusion Global Human Resources for the United States: New VETS-4212 Audit Report |
Delivered new feature in update 7 (July), which will also be included in the August quarterly update. |
| 07 JUL 2017 |
Oracle Fusion Global Human Resources for the United Kingdom: Test Mode for Start of Year and Tax Code Uplift Processes |
Delivered new feature in update 6 (June), documented in Update 7, and will also be included in the August quarterly update. |
| 07 JUL 2017 |
Oracle Fusion Global Human Resources for the United Kingdom: Interchange Reference Control Number for Incoming Messages |
Delivered new feature in update 6 (June), documented in Update 7, and will also be included in the August quarterly update |
| 07 JUL 2017 |
Oracle Fusion Global Human Resources for the United Kingdom: Unique Reporting Reference for New Court Orders |
Delivered new feature in update 6 (June), documented in Update 7, and will also be included in the August quarterly update |
| 07 JUL 2017 |
Oracle Fusion Global Human Resources for the United Kingdom: Statutory Sick Pay for Employees Working Overnight Shifts |
Delivered new feature in update 6 (June), documented in Update 7, and will also be included in the August quarterly update |
| 07 JUL 2017 |
Oracle Fusion Global Human Resources for the United Kingdom: Configure Average Weekly Earnings |
Delivered new feature in update 6 (June), documented in Update 7, and will also be included in the August quarterly update |
| 07 JUL 2017 |
Oracle Fusion Global Human Resources: Worker User Accounts No Longer Created Automatically for Users Loaded in Bulk |
Removed feature. |
| 02 JUN 2017 |
Oracle Fusion Global Human Resources for the United States: Enhanced Deductions At Time of Writ Support |
Delivered new feature in update 6 (June), documented in Update 7, and will also be included in the August quarterly update |
| 02 JUN 2017 |
Oracle Fusion Global Human Resources for the United States: Enhanced Form 1494 Exemption Amount Derivation |
Delivered new feature in update 6 (June), documented in Update 7, and will also be included in the August quarterly update |
| 02 JUN 2017 |
Oracle Fusion Global Human Resources for Chile: Enhanced Validation of the RUT |
Delivered new feature in update 6 (June), documented in Update 7, and will also be included in the August quarterly update |
| 02 JUN 2017 |
Oracle Fusion Transactional Business Intelligence: Compensation Manager List |
Delivered new feature in update 6 (June), documented in Update 7, and will also be included in the August quarterly update |
| 02 JUN 2017 |
Oracle Fusion Global Human Resources: Navigate to Person Spotlight from Internal Information Sharing |
Delivered new feature in update 6 (June), documented in Update 7, and will also be included in the August quarterly update |
| The following features are included in the May Quarterly update. |
||
| 02 JUN 2017 |
Oracle Fusion Global Human Resources: Areas of Responsibility Enhancements |
Delivered new feature in update 5, the May quarterly update. |
| 02 JUN 2017 |
Oracle Fusion Hiring Manager Experience: Hiring Manager Experience |
Delivered new feature in update 5, the May quarterly update. |
| 05 MAY 2017 |
Oracle Fusion Global Human Resources for the United Kingdom: Add Support for BACS Processing Date to BACS Flow |
Delivered new feature in update 5, the May quarterly update. |
| 05 MAY 2017 |
Oracle Fusion Global Human Resources for the United Kingdom: Court Orders Reference List of Values Available |
Delivered new feature in update 5, the May quarterly update. |
| 05 MAY 2017 |
Oracle Fusion Global Human Resources/ HCM Cloud Mobile: Using Directory Search |
Delivered new feature in update 5, the May quarterly update. |
| 05 MAY 2017 |
Oracle Fusion Global Human Resources/ HCM Cloud Mobile: New My Day Format |
Delivered new feature in update 5, the May quarterly update. |
| 05 MAY 2017 |
Oracle Fusion Global Human Resources/ HCM Cloud Mobile: Consistent User Experience in Mobile and Web Application |
Delivered new feature in update 5, the May quarterly update. |
| 05 MAY 2017 |
Oracle Fusion Global Human Resources: Enhanced Manage Direct Reports |
Feature was included in the base release; with this update we have added information on the feature. |
| 07 APR 2017 |
Oracle Fusion Global Human Resources for the United States: EFT Payments Now Include A Reference ID |
Delivered new feature in update 4 (April), which will also be included in the May quarterly update. |
| 07 APR 2017 |
Oracle Fusion Global Human Resources: Streamlined Navigation |
Feature was included in the base release. However, there are two new options that were added to this feature in Update 4 (April). |
| The following features are included in the March Quarterly update. |
||
| 07 APR 2017 |
Oracle Fusion Global Human Resources: Enhanced Document Records |
Delivered new feature in update 3, the March quarterly update. |
| 07 APR 2017 |
Oracle Fusion Global Human Resources: Enhanced Document Records |
Delivered new feature in update 3, the March quarterly update. |
| 07 APR 2017 |
Oracle Fusion Global Human Resources: Enhanced Document Delivery Preferences |
Delivered new feature in update 3, the March quarterly update. |
| 17 MAR 2017 |
Oracle Fusion Global Human Resources for Canada: Involuntary Deductions: Enhanced Protected Pay Rules |
Delivered new feature in update 3, the March quarterly update. |
| 17 MAR 2017 |
Oracle Fusion Global Human Resources for Canada: Reporting Information Card |
Delivered new feature in update 3, the March quarterly update. |
| 17 MAR 2017 |
Oracle Fusion Global Human Resources for Canada: Global Absence Element Uptake |
Delivered new feature in update 3, the March quarterly update. |
| 17 MAR 2017 |
Oracle Fusion HCM Employee Wellness: Wellness Administration Experience Improvements |
Delivered new feature in update 3, the March quarterly update. |
| 17 MAR 2017 |
Oracle Fusion HCM Employee Wellness: Employee Experience Improvements |
Delivered new feature in update 3, the March quarterly update. |
| 17 MAR 2017 |
Oracle Fusion HCM Employee Wellness: Invitations |
Delivered new feature in update 3, the March quarterly update. |
| 17 MAR 2017 |
Oracle Fusion HCM Employee Wellness: Individual Challenges |
Delivered new feature in update 3, the March quarterly update. |
| 17 MAR 2017 |
Oracle Fusion HCM Employee Wellness: Timed Activities |
Delivered new feature in update 3, the March quarterly update. |
| 17 MAR 2017 |
Oracle Fusion HCM Employee Wellness: Individual Measurement Preference |
Delivered new feature in update 3, the March quarterly update. |
| 17 MAR 2017 |
Oracle Fusion Reputation Management: Improved Employee Experience |
Delivered new feature in update 3, the March quarterly update. |
| 17 MAR 2017 |
Oracle Fusion Reputation Management: Build Skill Profile and Ratings |
Delivered new feature in update 3, the March quarterly update. |
| 17 MAR 2017 |
Oracle Fusion Reputation Management: Recognize Others Using Endorsements |
Delivered new feature in update 3, the March quarterly update. |
| 17 MAR 2017 |
Oracle Fusion Reputation Management: Request for Mentoring |
Delivered new feature in update 3, the March quarterly update. |
| 17 MAR 2017 |
Oracle Fusion Reputation Management: Seek Feedback Using Surveys |
Delivered new feature in update 3, the March quarterly update. |
| 17 MAR 2017 |
Oracle Fusion Reputation Management: Ask an Expert |
Delivered new feature in update 3, the March quarterly update. |
| 17 MAR 2017 |
Oracle Fusion Reputation Management: Simplified Administration User Experience |
Delivered new feature in update 3, the March quarterly update. |
| 17 MAR 2017 |
Oracle Fusion Global Human Resources for the United States: Electronic Income Withholding Orders Inbound Process |
Delivered new feature in update 3, the March quarterly update. |
| The following features were delivered via monthly updates. |
||
| 14 FEB 2017 |
Oracle Fusion Global Human Resources: Job Family Code Added To Job Family Pages |
Delivered new feature in update 1 (February). |
| 14 FEB 2017 |
Oracle Fusion Global Human Resources: Employment Model Simplification |
Delivered new feature in update 1 (February). |
| 14 FEB 2017 |
Oracle Fusion Global Human Resources for the United States: Electronic Income Withholding Orders (e-IWO) Inbound Process |
Delivered new feature in update 1 (February). |
| 14 FEB 2017 |
Oracle Fusion Global Human Resources for the United Kingdom: Statutory Sick Pay |
Delivered new feature in update 1 (February). |
| 14 FEB 2017 |
Oracle Fusion Global Human Resources for the United Kingdom: Statutory Adoption Pay |
Delivered new feature in update 1 (February). |
| 14 FEB 2017 |
Oracle Fusion Global Human Resources for the United Kingdom: Statutory Paternity Pay |
Delivered new feature in update 1 (February). |
| 14 FEB 2017 |
Oracle Fusion Global Human Resources for the United Kingdom: Statutory Maternity Pay |
Delivered new feature in update 1 (February). |
| 14 FEB 2017 |
Oracle Fusion Global Human Resources for the United Kingdom: Shared Parental Leave |
Delivered new feature in update 1 (February). |
| 14 FEB 2017 |
All Oracle Fusion HCM Applications: Streamlined Navigation |
Delivered new feature in update 1 (February). |
| 14 FEB 2017 |
Oracle Global Human Resources: Streamlined Navigation to Infolets and OTBI Reports |
Delivered new feature in update 1 (February). |
| 14 FEB 2017 |
Oracle Fusion Global Human Resources for Australia: Manage Australian Features |
Delivered new feature in update 1 (February). |
| 14 FEB 2017 |
Oracle Global Human Resources: Display Flexfield Information on Review Pages for Jobs, Positions, Grades, and Locations |
Delivered new feature in update 1 (February). |
| 14 FEB 2017 |
Oracle Global Human Resources: Synchronization of Grade Ladder from Position |
Delivered new feature in update 1 (February). |
| 14 FEB 2017 |
Oracle Global Human Resources: Changed Rules for Populating Grades and Grade Ladders in Assignments |
Delivered new feature in update 1 (February). |
| 14 FEB 2017 |
Oracle Global Human Resources: New Position Attribute - Standard Working Hours |
Delivered new feature in update 1 (February). |
| 14 FEB 2017 |
Oracle Global Human Resources: New Scheduled Process for Position Synchronization |
Delivered new feature in update 1 (February). |
| 14 FEB 2017 |
Oracle Fusion Transactional Business Intelligence: New Subject Area: Human Capital Management - Approval Notification Archival Real Time |
Feature was included in the base release. However, just made a documentation adjustment. |
| 14 FEB 2017 |
Oracle Fusion Employee Wellness: Wellness Assessment |
Feature was included in the base release. However, just made a documentation adjustment. |
| 17 JAN 2017 |
Created initial document. |
|
This guide outlines the information you need to know about new or improved functionality in Oracle HCM Cloud Release 12. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
Oracle HCM Cloud release documents are delivered in five functional groupings:
Suggested Reading for all HCM Products:
- HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools).
- Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products).
NOTE: Not all Global Human Resource features are available for Talent and Compensation products.
Optional Reading for HCM Products (Depending on what products are in your cloud service):
- Talent Management Cloud (All Talent applications)
- Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)
- Workforce Management Cloud (Absence Management and Time and Labor)
Additional Optional Reading:
- Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM)
NOTE: All of these documents can be found on the Oracle Help Center at: https://cloud.oracle.com/saasreadiness/hcm under Human Capital Management Release Readiness
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the Global HR Cloud What’s New for Release 12 in the body or title of the email.
Some of the new Release 12 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 12 features.
Oracle Fusion Global Human Resources enables your organization to plan, manage and optimize all workforce segments using flexible and extensible best practices to realize extraordinary gains while ensuring compliance and increasing total workforce engagement.
The Add Person flows are enhanced for capturing employment, compensation, and roles information. The earlier Employment Information page is split into two train stops: Employment Information, and Compensation and Other Information to avoid scrolling down the page.
You can also add direct reports to the person in the same transaction from the Manage Direct Reports section in the Employment Information page.
Employment Information Train Stop Split Into Employment Information, and Compensation and Other Information Train Stops
There are no steps necessary to enable this feature.
Enhanced Manage Direct Reports
Manage direct reports functionality now supports matrix management. You can now add direct reports or reassign both direct and other types of reports to different manager types on the Manage Direct Reports page. You can either select or deselect the direct reports in a single click.
Add Direct Reports to Different Manger Types on the Manage Direct Reports Page
You can also add direct reports and reassign line reports from the following manager self-service pages: Hire, Add Contingent Worker, Promote, Transfer, Change Working Hours, and Change Manager. In addition the manage direct reports functionality is also included in the following human resource specialist processes: Hire, Add Contingent Worker, Create Work Relationship, Global Transfer, Global Temporary Assignment, Temporary Assignment, Add Assignment, Add Work Terms, End Assignment, and End Work Terms.
However, on the Terminate page, you can manage only direct line reports because terminations may involve multiple assignments.
Add Direct Reports Included in Promote Page
Steps to Enable
There are no steps needed to enable the feature.
Use the Reassign Direct Reports section embedded on the Employment pages if the proposed manager is different from the manager's manager.
Key Resources
For more information, go to Applications Help for the following topics:
- Managing Direct Reports: Explained
- Adding and Reassigning Direct Reports for Global Transfers and Global Temporary Assignments: Explained
Changes from Extensible to User for Specific Person Lookup Types
You can now customize your own values for the following lookup types as they are converted from a customization level of extensible to user:
- CONTACT
- MAR_STATUS
- PER_HIGHEST_EDUCATION_LEVEL
- PER_NATIONAL_IDENTIFIER_TYPE
- PER_ETHNICITY
- PER_VISA_PERMIT_TYPE
You can add lookup codes or change the tags for the user lookup type to suit your business requirements.
Customization Level for Contact Lookup Type is User
There are no steps necessary to enable this feature.
A new system-level lookup type now exists for each of the above user-level lookup types. Predefined legislative and statutory reports use the system-level lookup types, which are as follows:
- ORA_PER_CONTACT
- ORA_PER_MAR_STATUS
- ORA_PER_HIGHEST_EDUCATION_LEVE
- ORA_PER_NATIONAL_IDENTIFIER_TY
- ORA_PER_ETHNICITY
- ORA_PER_VISA_PERMIT_TYPE
You must create an extended lookup mapping to add a new lookup code that needs to be included in reports delivered by Oracle localization teams. You map the extended lookups using the Manage Extended Lookups task.
Mapping Highest Education Level System Lookup Code
For example, if you add 'HUSB' and 'WIFE' as new lookup codes for country US, and 'PART' as a new lookup code for country 'GB', the extended lookup for 'ORA_PER_CONTACT' will be as follows.
| Lookup Type |
Country |
Lookup Code |
Extended Code |
Extended Meaning |
| ORA_PER_CONTACT |
SPOUSE |
SPOUSE |
Husband/Wife/Partner for China |
|
| ORA_PER_CONTACT |
US |
SPOUSE |
HUSB |
Husband (US only) |
| ORA_PER_CONTACT |
US |
SPOUSE |
WIFE |
Wife (US only) |
| ORA_PER_CONTACT |
GB |
SPOUSE |
PART |
Life Partner (GB only) |
If you change any of the details in an Oracle delivered lookup code in the user lookup types, you take ownership of the lookup code. The lookup code will not be updated when Oracle delivers any updates to that lookup code. But, if you delete the lookup code in the user lookup type, it will be replaced when Oracle delivers updates to the lookup type.
Enhanced Duplicate Person Validation
The prevention of adding duplicate people functionality in the Add Person flows is extended to the Worker service. A new option, Person Creation Service Duplicate Check is added on the Manage Enterprise HCM Information page. This option is referenced when creating workers though the Worker service. You must update this option to specify your preferred level of duplicate person validation. This option checks for matches between person name, date of birth, gender and national ID. The validation generates an error and prevents creation of a duplicate person if there are any conflicts.
Person Creation Service Duplicate Check Field Added on the Manage Enterprise HCM Information Page
By default, the Person Creation Service Duplicate Check option is disabled to avoid regression issues. You must specify a value for this option to enable the validation and the level of check in the Worker service.
Salary Update when Changing Working Hours
Enhance line manager’s ability to update the salary of part-time workers when changing their working hours. You can now update the salary by using the Change Working Hours task in Manager Self Service.
Update Salary Based on Working Hours
There are no steps necessary to enable this feature.
Areas of Responsibility Enhanced to Include Additional Attributes and Responsibility
Provide greater flexibility in defining the scope of areas of responsibility. You can now define scope based on job families and job functions. The Areas of Responsibility page also shows a new Recruiting responsibility type and new scope attributes based on recruiting type and hierarchies. The recruiting responsibility type and recruiting attributes are for use with a future enhancement.
- You can access the new scope attributes using the Manage Areas of Responsibility task in the Person Management work area.
New Attributes in the Scope Definition
There are no steps necessary to enable this feature.
Job Family Code Added to Job Family Pages
The Job Family Code is a new field added on the Manage Job Family and Create Job Family page. The job family code facilitates tighter integration with other external applications that have this attribute and require the value to be passed to Oracle Fusion Human Capital Management (HCM). The attribute value is automatically populated from the job family name after formatting it into capitals and replacing blank spaces with underscores. Although you can change the job family code, the changes aren’t tracked.
Job Family Code on the Create Job Family Page
Steps to Enable
There are no steps necessary to enable this feature.
Employment Model Simplification
The employment model is now simplified to only include the following 2 Tier options for new customers:
- 2 Tier – Multiple Assignment
- 2 Tier – Single Assignment
- 2 Tier – Single Contract – Single Assignment
Existing customers can also continue to use the following 3 Tier options:
- 3 Tier – Multiple Employment Terms – Multiple Assignment
- 3 Tier – Multiple Employment Terms – Single Assignment
- 3 Tier – Single Employment Terms – Multiple Assignment
- 3 Tier – Single Employment Terms – Single Assignment
NOTE: For existing customers using only the 2 Tier options, we recommend that you don’t use the 3 Tier options because of the employment model simplification.
You can access the employment model options using the Manage Legal Entity HCM Information or Manage Enterprise HCM Information task in the Setup and Maintenance work area.
2 Tier Employment Model Options for a Legal Entity
The following screen capture shows the employment model options when using the Manage Enterprise HCM Information task.
2 Tier Employment Model Options for an Enterprise
There are no steps necessary to enable this feature.
For more information, go to Applications Help for the following topics:
- Employment Model: Explained
- Selecting the Employment Model: Critical Choices
To simplify navigation for users and encourage usage of new user interface components, our delivered menu structures are changing.
The following menu items are moved from the Navigator and springboard to the simplified navigation:
- Directory > Person Gallery
- About Me > My Portrait
- About Me > Talent Profile
New menu items available are:
- About Me > Skills and Qualifications
- About Me > Career Planning
Beginning with release 7, Oracle HCM Cloud has delivered enhanced pages and navigation to replace functionality available within the Person Gallery work area and the portrait pages.
The new Directory provides a robust search and an updated organization chart, replacing similar features which were available from Person Gallery. You can access additional worker details from the View More Details icon in the card view. The expanded card shows the same information available in the person Smart Navigation. The expanded card contains an additional subtab that includes the direct reports of the person you are viewing.
Actions previously available from Person Gallery are easily accessible from the Actions menu in Smart Navigation.
Actions Available from Smart Navigation
Worker details previously available from the Portrait pages are consolidated in the new feature, Person Spotlight. You can access Person Spotlight by clicking the name of a person in Directory, Smart Navigation, My Team, Team Talent, and Team Compensation pages.
Person Spotlight includes the following tabs:
- Public Information
- Employment Details
- Skills and Qualifications
- Career Planning
- Goals
- Performance
- Succession Planning
- Compensation
- Documents
Person Spotlight
Additional private details available such as addresses, payslips, benefit enrollments, compensation, and documents are available from About Me > Personal Information.
Personal Information
The following table details recommended navigation for information previously available on Portrait cards.
| Portrait Card |
Replacement Manager Navigation |
Replacement Worker Navigation |
|---|---|---|
| Activities and Interests |
Person Spotlight > <Person Name>: Public Information |
Directory > Person Spotlight > Public Person |
| Availability |
Manager Dashboard > Worker Availability Time Management > Manage Planned Schedule For more information, see the Role Information section in this document. |
About Me > Time > Calendar |
| Benefits |
N/A |
About Me > Personal Information > Benefits |
| Career Planning |
Person Spotlight > Career Planning |
About Me > Career Planning |
| Contact Information |
Person Spotlight > Public Person Smart Navigation > Information |
About Me > Personal Information > My Details |
| Compensation |
Person Spotlight > Compensation My Team > Team Compensation |
About Me > Personal Information > Compensation |
| Development and Growth |
Person Spotlight > Skills and Qualifications Person Spotlight > Goals My Team > Career Development My Team > Goals |
About Me > Skills and Qualifications About Me > Goals About Me > Career Development |
| Employment |
Person Spotlight > Employment |
About Me > Personal Information > Employment |
| Experience and Qualifications |
Person Spotlight > Skills and Qualifications Person Spotlight > Career Planning Person Spotlight > Performance |
About Me > Skills and Qualifications About Me > Career Planning About Me > Career Development |
| Payroll |
N/A |
About Me > Personal Information > Payroll |
| Personal Information |
N/A |
About Me > Personal Information > My Details |
| Personal Information |
N/A |
About Me > Personal Information > My Documents |
| Personal Information |
N/A |
About Me > Personal Information > Document Delivery Preferences (right hand panel drawer) |
| User Account Details |
My Team > Manage Users |
About Me > My Account |
Steps to Enable
There are no steps necessary to enable this feature.
Role Information
The following table provides a summarized list of security privileges that grant access to Person Spotlight tabs and related navigation. Additional information about security changes for release 12 is available in the Upgrade Guide for Oracle HCM Cloud Release 12. The New in Release 12 column identifies privileges that were newly added in Release 12.
| Tab |
Required Role or Aggregate Privilege |
New |
Details |
|---|---|---|---|
| Public Person |
Access Person Gallery |
Grants access to the Public Person page |
|
| Career Planning |
View Person Career Planning Edit Person Career Planning |
Yes |
View privilege grants access to the Career Planning page Edit privilege provides access to Edit button on page |
| Compensation |
View Compensation Details for Worker |
Grants access to the Compensation page |
|
| Employment Information |
View Employment Information Summary |
Grants access to the Employment Information page |
|
| Documents |
Manage Person Documentation Person Management |
Grants access to Manage Document Records page for line managers and HR specialists |
|
| Manage Person Documentation by Worker |
Grants access to Manage Document Records page for employees and contingent workers |
||
| Human Resource Analyst – Person View |
Grants access to View Document Records page for page HR analysts |
||
| Goals |
Manage Performance Goal by Worker |
Yes |
Grants access to Goals page for employees and contingent workers |
| Manage Performance Goal by Manager |
Yes |
Grants access to Goals page for line managers |
|
| Manage Performance Goal by HR |
Yes |
Grants access to Goals page for HR specialists |
|
| Performance |
View Performance Summary |
Yes |
Grants access to Performance Summary page |
| Skills and Qualifications |
View Person Skills and Qualifications Edit Person Skills and Qualifications |
Yes |
View privilege grants access to Skills and Qualifications page Edit privilege provides access to Edit button on page |
| Time Management > Manage Planned Schedule |
Time and Labor Manager |
Grants access to both view and manage a worker’s availability |
Tips and Considerations
For customers who require a period of transition to the new navigation structure, access to Person Gallery and My Portrait can be configured through the Structure administration tool.
Select the Create Page Entry.
Create Page Entry
Enter the following information for each menu item.
| Name |
Person Gallery |
My Portrait |
| Category |
Directory |
About Me |
| Link Type |
Application Page |
Application Page |
| Focus View ID |
/PersonGallery |
/MyPortrait |
| Web Application |
hcmCore |
hcmCore |
| Secured Resource Name |
oracle.apps.hcm.people.gallery.ui.page.PeopleGalleryPageDef |
oracle.apps.hcm.people.portrait.ui.page.MyPortraitPageDef |
| Application Stripe |
hcm |
hcm |
Support for Person Gallery and My Portrait will be deprecated in the release following Release 12. If you have configured the Person Gallery pages, you should review each of the replacement navigation pages above to include similar configurations.
Key Resources
For more information, go to Applications Help for the following guides and topic:
- Person Spotlight: Explained
Streamlined Navigation to Infolets and OTBI Reports
To streamline navigation to new user interface components like infolets and encourage use of highly flexible analytics in Oracle Transaction Business Intelligence (OTBI), the following menus items are removed from the Navigator and springboard:
- My Workforce > Human Resources Dashboard
- My Team > Manager Resources Dashboard
Enhanced pages and navigation now replace functionality available from the Human Resources Dashboard and the Manager Resources Dashboard.
Steps to Enable
There are no steps necessary to enable this feature.
Tips and Considerations
You can customize the Navigator and springboard to access the Human Resources Dashboard and Manager Resources Dashboard pages using the Structure page.
To display a menu item on the Navigator:
- From the Navigator menu, select Tools - Structure
- Select Create > Create Page Entry
Select the Create Page Entry
- On the Create Page Entry page, enter the following information for each menu item.
- Click Save and Close
Enter Details on the Create Page Entry Page
| Field |
Human Resources Dashboard |
Manager Resources Dashboard |
| Category |
My Workforce |
My Team |
| Link Type |
Application Page |
Application Page |
| Focus View ID |
/DashHrSpecialist |
/DashLineManager |
| Web Application |
hcmCore |
hcmCore |
| Secured Resource Name |
oracle.apps.hcm.dashboards.hrSpecialist.publicUi.page.HrSpecialistDashboardPageDef |
oracle.apps.hcm.dashboards.lineManager.publicUi.page.DashLineManagerPageDef |
| Application Stripe |
hcm |
hcm |
Key Resources
The Report Sharing Center on Oracle Applications Customer Connect has many sample reports that are free to download. Some of those reports are OTBI examples of some of the analytics that previously appeared on these dashboards.
https://appsconnect.custhelp.com/pages/111909f106
Display Flexfield Information on Review Pages for Jobs, Positions, Grades, and Locations
You can now see flexfield information on the Review page when you create or edit jobs, positions, grades, and locations.
Flexfield Information Displayed on the Edit Job: Review Page
Steps to Enable
There are no steps to enable this feature.
Synchronization of Grade Ladder from Position
Grade ladder option is added to the Position Synchronization Configuration section on the Manage Enterprise HCM Information page. If you select this option grade ladder in the assignment is synchronized with the grade ladder defined in the position.
Grade Ladder Option Added to Position Synchronization Configuration Section
- In the Setup and Maintenance work area, search for and click the Manage Enterprise HCM Information task.
- Select Grade Ladder in the Position Synchronization Configuration section to synchronize the grade ladder.
NOTE: If you want to enable position synchronization for a legal entity, in the Setup and Maintenance work area, search for and click the Manage Legal Entity HCM Information task.
Changed Rules for Populating Grades and Grade Ladders in Assignments
The rules for populating the grades and grade ladders in an assignment are now changed. You can now use the Default Valid Grades profile option independent of the Enforce Valid Grades profile option, to populate valid grades in an assignment. The Default Valid Grades profile option populates the grade in a new assignment, while the Enforce Valid Grades profile option also restricts the Grade LOV in the assignment to allow only the selection of a grade that is valid for the job or position.
Valid grades are now populated from the position, even if no entry grade is specified in the position. If valid grades are enforced or configured to be synchronized from the position and the enforced valid grade is not part of the selected grade ladder, a warning is shown in the assignment.
Some of the other rules for populating the grade and grade ladder are as follows:
- Grades specified in a position always take precedence over grades specified in a job. If valid grades are specified for a job and position, then the grades for the jobs would be ignored and the position grades would be used in an assignment if a position exists.
- If an entry grade is captured at the position, then this is always used for populating in a new assignment, even if the profile option to default valid grades is not enabled.
- Synchronization of a grade from the position takes precedence over the profile option to default or enforce valid grades.
- If the grade or the grade ladder is selected for position synchronization, the value is inherited from the position and is displayed as read-only in the assignment. But if no value exists at the position for these attributes, the attribute remains editable in the assignment. If multiple valid grades exist, the entry grade will be the default and the attribute remains editable in the assignment but is restricted to only valid grades of the position.
Steps to Enable
There are no steps to enable this feature.
New Position Attribute - Standard Working Hours
Use the new Standard Working Hours field on the Create and Edit Position pages to capture standard working hours, which can be different from working hours to support part-time positions. This value is now used to calculate the FTE (Full Time Equivalent) in the assignment. So, even if a value for the FTE exists at the position it won’t be copied in an assignment that uses that position. Instead, the assignment FTE value is calculated as a ratio of working hours to standard working hours. For example, if there are 3 incumbents in a position working 20 hours each, the information displayed in the position and assignment is as follows:
| Field |
Position |
Assignment |
| Working Hours |
20 Weekly |
20 Weekly |
| Standard Working Hours |
40 Weekly |
40 Weekly |
| Headcount |
3 |
1 |
| FTE |
1.5 |
0.5 (20/40) |
Standard Working Hours Added to the Create and Edit Position Pages
There are no steps to enable this feature.
Tips and Considerations
- After an upgrade, the Standard Working Hours field is populated with the same value as the working hours in existing positions.
- The value for the FTE (Full Time Equivalent) in an assignment is not synchronized from the position. Instead the FTE value is calculated as a ratio of working hours to standard working hours. The FTE is used for validating the number of incumbents where hiring for a position is allowed only if sufficient vacant FTE and headcount is available for the position.
New Scheduled Process for Position Synchronization
A new process, Synchronize Person Assignment from Position is introduced. You must run this process to:
- Update impacted assignments in the enterprise or legal entities when position synchronization is enabled for the first time or changed later.
- Update impacted assignments when you upload changes in the position using HCM Data Loader.
The current function of the Initialize Position Synchronization process is now incorporated into the new process and hence, the Initialize Position Synchronization process is now obsolete.
There are no steps needed to enable the feature.
Schedule this process to run daily.
Improve the usability of document records by now managing it in the simplified user interface. The changes to the document records user interface include:
- Redesigning the Manage Document Records page that is now part of the worker's documents in the Personal Information work area.
- Listing of all worker document records on the Manage Document Records page so that you don’t have to search for any particular record.
- Populating the required document code attribute as an auto generated value in the Create Document Record page based on the document type and timestamp.
- Redesigning the Manage Document Records page in the Document Records work area for Line Managers and HR Specialists to provide a consistent user experience.
- Adding the Document Record tab to the worker’s person spotlight that is accessible from the directory and My Team work area.
Workers can access the Manage Document Records page from the My Documents tab in the Personal Information work area or the person smart navigation window.
Line Managers and HR Specialists can access the Manage Document Records page from the Document Records work area.
Redesigned Manage Document Records Page in the Personal Information Work Area for Workers
Redesigned Create Document Record Page with Document Code Auto Generated
Redesigned Manage Document Records Page in the Document Records Work Area for Line Managers and HR Specialists
Person Spotlight Containing the Document Record Tab
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:
- Document Types, Categories, and Statuses: Explained
Enhanced Document Delivery Preferences
Improve the usability of document delivery preferences by now managing it in the simplified user interface. The document delivery preferences user interface is redesigned and is now part of the worker's Personal Information work area and the person smart navigation window.
You can access the Document Delivery Preferences task from the Related Links panel in the Personal Information work area or the person smart navigation window.
Redesigned Page in the Simplified User Interface
Person Smart Navigation Window
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:
- Document Delivery Preferences: Explained
Navigate to Person Spotlight from Internal Information Sharing
The Information Sharing task is enhanced to provide access to a worker’s person spotlight rather than the worker’s Portrait, when information is shared internally. When a worker or his manager shares the worker’s information with an internal recipient, the recipient will receive a notification with a link to view the shared information.
Notification Sent to Recipient of Shared Information
When the recipient clicks the link, the worker’s person spotlight is displayed, with access to employment, talent, and compensation information.
Recipient of Shared Information Accesses Person Spotlight
Steps to Enable
There are no steps necessary to enable this feature.
Tips and Considerations
When clicking the link in the notification, the user will only see the public person, employment, talent and compensation pages. The user may see additional pages when accessing person spotlight from other areas of the application, depending on their role.
Key Resources
For more information, go to Applications Help for the following guides and topic:
Areas of Responsibility Enhancements
Enhance the user experience by securing access to the following Areas of Responsibility (AOR) tasks:
- Manage Areas of Responsibility
- Maintain Areas of Responsibility
The access to manage or view a worker’s responsibility is now secured separately using new aggregate privileges. You can easily add or remove responsibility-related functions when defining custom roles to better suit your business requirements.
HR Analysts can view responsibilities by responsibility type, responsibility name, or person using the Maintain Areas of Responsibility task in the Workforce Structures work area. The HR Analyst has view-only access to the Maintain Areas of Responsibility page whereas the HR Specialist can reassign responsibilities using the same page. HR Analysts can view responsibilities by person using the Manage Areas of Responsibility task in the Person Management work area. HR Specialists can manage responsibilities by person using the Manage Areas of Responsibility task in the Person Management work area.
HR Analysts Can View Responsibilities by Person and HR Specialists Can Manage Responsibilities by Person
HR Analysts Can View Responsibilities by Type, Name, or Person and HR Specialists Can Manage Responsibilities by Type
Steps to Enable
To enable view-only access for the Maintain Areas of Responsibility page, your custom HR Analyst job roles must have access to the Workforce Structures work area. The seeded HR Analyst job role will not have access to the Maintain Areas of Responsibility page until Bug 24704097 is resolved. As a workaround, you can add the duty role ORA_PER_WORKFORCE_STRUCTURES_MANAGEMENT_DUTY for the HR Analyst job role.
Role Information
Four new aggregate privileges are provided and delivered out-of-the-box to HR Specialists and HR Analysts. The following table shows the new aggregate privileges, the pages they secure, and the roles that inherit them by default.
| Aggregate Privilege Name |
Secures Page |
Work Area |
Inherited By |
| Manage Areas of Responsibility by Responsibility Type ORA_PER_MAINTAIN_AREAS_OF_RESPONSIBILITY |
Maintain Areas of Responsibility |
Workforce Structures |
Human Resource Specialist |
| Manage Areas of Responsibility by Person ORA_PER_MANAGE_AREAS_OF_RESPONSIBILITY |
Manage Areas of Responsibility |
Person Management |
Human Resource Specialist |
| View Areas of Responsibility by Responsibility Type ORA_VIEW_AREAS_OF_RESPONSIBILITY |
Maintain Areas of Responsibility |
Workforce Structures |
Human Resource Analyst |
| View Areas of Responsibility by Person ORA_VIEW_AREAS_OF_RESPONSIBILITY_BY_PERSON |
Manage Areas of Responsibility |
Person Management |
Human Resource Analyst |
The Manage Areas of Responsibility and Maintain Areas of Responsibility pages are now secured independently of other pages, and you can separate any changes.
If you have custom roles that access the Maintain Areas of Responsibility or Manage Areas of Responsibility page using the aggregate privileges, you must:
- Add the appropriate new aggregate privileges shown in the table above to your custom roles.
- Regenerate any data roles that inherit your custom job roles or predefined job roles that are used to access the AOR pages.
NOTE: If you don’t make these updates, users will no longer be able to manage or maintain areas of responsibility.
Key Resources
For more information, see the following guides and topics:
- Upgrade Guide for Oracle HCM Cloud Applications Security Release 12 (available from My Oracle Support Document ID 2023523.1)
- Areas of Responsibility: Explained
New Hidden Fields in My Team and Directory
New hidden fields are added to the Directory organization chart and My Team pages.
The following attributes are added to Directory organization chart:
- Business Unit
- Cost Center
- Grade Code
- Job Code
- Location Code
- Location Name
- Person Number
- Preferred Name
The following attributes are added to the My Team page:
- Cost Center
- Legal Employer
- Preferred Name
Steps to Enable
Use standard customization to enable the new fields.
Persistency in My Team and Directory
You can now save the filters in the Directory organization chart and in the My Team pages as a default setting. The filters that you save will be automatically applied the next time you open either Directory or the My Team pages.
Grade Filter is Removed from the My Team Page
Steps to Enable
There are no steps necessary to enable this feature.
Tips and Considerations
You can also set the default filters for all users who have not personalized their filters, by customizing the page at the site level and changing the filter settings in design mode.
Populate the Context of the Document Records DFF Based on the Document Type
Improve the usability of document records by now automatically populating the context of the document records descriptive flexfield (DFF) when you create a document record. The context is populated based on the selected document type. This enhancement will automatically control the display of the flexfield segments for the populated context based on the configuration.
You can populate the context by configuring the context code for the document records DFF to be the same as the system document type. You manually enter the context code based on the document type when you create the context. The context will be automatically populated when the context code matches the internally generated system document type. You can create the context by using the Manage Descriptive Flexfields task in the Setup and Maintenance work area.
The system document type is an internal code that is not currently shown on the UI, but stored in the HR_DOCUMENT_TYPES_B table. The value of the system document type is derived by the application using the following logic:
- The document type is applicable for a specific country or legislation: In this case, the system document type is derived using the country code + '_' + document type name converted to upper case. The spaces ( ) and hyphens (-) in the document type name are replaced with underscores (_). For example, if the document type name is 'Loan Request' and the document type is specific to the Indian legislation; the system document type value will be 'IN_ LOAN_REQUEST'.
- The document type is applicable for all countries (global): In this case, the system document type is derived using 'GLB' + '_' + document type name converted to upper case. The spaces and hyphens in the document type name are replaced with underscores. For example, if the document type name is 'Loan Request' and the document type is defined for all countries (global); the system document type value will be 'GLB_ LOAN_REQUEST'.
Create the Context by Entering the Display Name and the Context Code
Create the Document Record with the Context Defaulted and Segments Displayed Accordingly
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:
Display NonWorkers in My Team and Directory
Nonworkers are now displayed in the Directory organization chart and My Team pages similar to contingent workers and employees. This gives a complete view of the team.
Display of Nonworker in Directory
The Nonworker check box is also added to the employee and contingent worker filter. You can hide this field through customization at the site or user level.
Steps to Enable
There are no steps required to enable this feature.
Search for peers, directs, managers in your organization by entering the name, job title, location, telephone number or any other criteria.
The search results display a list that you can refine and sort according to your preferences.
Directory Search
There are no steps necessary to enable this feature.
TIPS AND CONSIDERATIONS
- Employees and managers can view the Public Profiles of workers.
- Tap the person’s details to contact them. If you tap e-mail address, it will create an e-mail with the person’s e-mail id.
Key Resources
For additional information see the following topics in Application Help:
- Using Search on Your Mobile Device: Explained
With My Day you are now notified of upcoming meetings and events. You can also view corporate announcements and Talent Ticker spotlights for employment milestones and important dates.
Steps to Enable
There are no steps necessary to enable this feature.
Key Resources
For additional information see the following topics in Application Help:
- Setting Up Your Calendar on Your Mobile Device: Explained
Consistent User Experience in Mobile and Web Application
You can now leverage the new user experience that aligns the user experience in mobile devices and the web application. This consistent user experience is evident when you connect the mobile application to the Release 12 HCM Cloud environment.
Steps to Enable
There are no steps necessary to enable this feature.
Consistent User Experience in Mobile Device and Web Application
ROLE INFORMATION
This table identifies the required security privileges and suggests target job and abstract roles to access Oracle Tap.
| Functional Security Privilege |
Job Role |
| Access Tap Application |
Line Manager Employee |
A new profile option, Tap Enable Export Contacts (TAP_ENABLE_EXPORT_CONTACTS) is added to enable or disable export of contact information for a colleague, direct report, or for a selected worker using the Export Public Profile option.
The default value is No, select Yes to enable the Export Public Profile option.
Steps to Enable
To set the profile option, perform the following steps:
- Navigate to the Setup and Maintenance work area in the HCM application server.
- Select Search from the panel drawer.
- Search for and select the task Manage Administrator Profile Values.
- In the Application field, select Tap for Oracle Applications.
- Click Search.
- Select the TAP_ENABLE_EXPORT_CONTACTS profile option.
- In the TAP_ENABLE_EXPORT_CONTACTS: Profile Values section, set the profile value to Yes, to enable the Export Contacts option, or set it to No to disable the option.
Key Resources
For more information, go to Applications Help for the following topics:
- Profile Options for HCM Mobile Features: Explained
- Exporting Contacts, Workers, Colleagues, and Directs on Your Mobile Device: Procedure
Profile Options to Show or Hide Worker Information
You can now show or hide a worker’s information on the Public Profile page. The following profile options are added to display or hide a worker's job, grade, position, primary phone number, primary email address, and length of service on the Public Profile page.
- Tap Display Primary Phone Number (TAP_SHOW_PHONE_PUBLIC_PROF)
- Tap Display Primary E-mail (TAP_SHOW_EMAIL_PUBLIC_PROF)
- Tap Display Length of Service (TAP_SHOW_LEN_OF_SERV_PUBLIC_PROF)
- Tap Display Grade (TAP_SHOW_GRADE_PUBLIC_PROF)
- Tap Display Position (TAP_SHOW_POSITION_PUBLIC_PROF)
- Tap Display Job (TAP_SHOW_JOB_PUBLIC_PROF)
Set the profile options to Yes to display the information on the Public Profile page and No to hide the data for all workers.
Steps to Enable
To set the profile options, perform the following steps:
- Navigate to the Setup and Maintenance work area in the HCM application server.
- Select Search from the panel drawer.
- Search for and select the task Manage Administrator Profile Values.
- In the Application field, select Tap for Oracle Applications.
- Click Search.
- Select the profile option for which you want to show or hide information.
- In the <Profile Option Name>: Profile Values section set the profile value to Yes, to show the information, or set it to No to hide the information.
Key Resources
For more information, go to Applications Help for the following topics:
- Profile Options for HCM Mobile Features: Explained
- Viewing Your Public Profile and Team on Your Mobile Device: Explained
You can now view your contact information, emergency contacts, and documents on your mobile device.
View Contact Information, Contacts, and Documents
The ability to edit or update contact details will be added in a phased manner in future releases, for now you can only view details related to:
- Contact Information - you can view your mailing address specified in the web application.
- Contacts – you can view contacts on the mobile device.
- My Documents – you can view government-related identification such as citizenship, driver’s licenses, passports, and visas and permits.
Steps to Enable
There are no steps necessary to enable this feature.
ROLES
| Aggregate Privilege Name and Code |
Job Role |
| Access Tap Application FTA_ACCESS_TAP_APPLICATION_PRIV |
Employee |
Key Resources
For more information, go to Applications Help for the following topic:
- Updating Personal Information on Your Mobile Device: Explained
You can now edit areas of expertise displayed on your talent profile. Use the Edit Skills and Qualifications page to add or edit areas of expertise.
Areas of Expertise Displayed for a Talent Profile
Areas of Expertise on the Edit Skills and Qualifications Page
Edit Areas of Expertise Page
Steps to Enable
There are no steps necessary to enable this feature.
ROLES
| Aggregate Privilege Name and Code |
Job Role |
| Access Tap Application FTA_ACCESS_TAP_APPLICATION_PRIV |
Employee |
You can now edit your personal information in addition to your biographical information such as contact information, contacts, and documents. You can only view your addresses when editing your personal contact information or creating a new emergency contact. Use the web application to update addresses. You can only view the personal information when there is a pending change that requires approval.
By default, edit capabilities are enabled. You can disable these actions for all users by changing the corresponding profile options to No.
- Tap Enable Edit Biographical Information (TAP_ENABLE_WORKERBIO)
- Tap Enable Edit Contact Information (TAP_ENABLE_CONTACT_INFO)
- Tap Enable Edit Contacts (TAP_ENABLE_CONTACTS)
- Tap Enable Edit Documents (TAP_ENABLE_MY_DOCS)
Steps to Enable
There are no steps necessary to enable this feature.
The Directory search logic is improved to mimic the logic used in the Directory in the web application. The search results are not limited to just displaying the values cached on the mobile device.
Disable the profile option TAPENABLESYNCALLWORKERS for this feature to work.
Steps to Enable
If you have the TAPENABLESYNCALLWORKERS profile option set to Y, change it to N.
Key Resources
For more information, go to the Applications help for the following topics:
- Profile Options for Oracle HCM Mobile: Explained
- Using the Directory on Your Mobile Device: Explained
Human Capital Management for Argentina
Oracle Fusion HRMS (Argentina) supports country specific features and functions for Argentina. It enables users to follow Argentina’s business practices and comply with its statutory requirements.
Enhanced Postal Code Validation
The Argentine postal code validation is enhanced to accept both the ANNNNAAA and NNNN formats, where A is an upper case letter and N is a number. When entering a postal code using the old NNNN format, a warning message is displayed to notify users that using this old postal code format might impact statutory reporting or filing.
Steps to Enable
There are no steps necessary to enable this feature.
Key Resources
For more information on address format and validation, go to My Oracle Support for the following document:
- Oracle Fusion HCM: HCM Address Validation (Document ID 2140848.1)
Human Capital Management for Australia
Oracle Fusion HRMS (Australia) supports country specific features and functions for Australia. It enables users to follow Australia’s business practices and comply with its statutory requirements.
The Manage Australian Features flow enables users to activate or deactivate select features delivered for Australia. Features that can be activated or deactivated through this flow are defined by Oracle.
Starting Release 12.1, users who wish to use Workplace Gender Profile Reporting can use the Manage Australian Features flow to activate the Workplace Gender Profile Information Capture feature.
NOTE: Users who have already activated the Workplace Gender Profile Information Capture feature and are currently using it do not have any additional tasks to perform.
The Manage Australian Features flow can be accessed as follows:
- Navigate to the Payroll Checklist work area.
- Click on the Submit a Process or Report task.
- Select an Australian legislative data group. The Manage Australian Features flow is displayed under flow patterns.
- Select the flow and click Next.
- In the parameters section, provide the following details:
- Payroll Flow: A unique name that can be used to track this submission
- Australian Feature: Workplace Gender Profile Information Capture
- Activate Usage: Yes
- Click Submit. The run results are displayed on successful completion of the process flow.
- Deploy the extensible flexfield Assignment EIT Information EFF. For more information, see the Key Resources section.
Navigation
Payroll Flows and Patterns
Submit a Process or Report: Select Flow Pattern Page
Submit a Process or Report: Enter Parameters Page
Run Results Page
Steps to Enable
There are no steps necessary to enable this feature.
Key Resources
For more information on extensible flexfields and how to deploy them, go to Applications Help for the following topics:
- Extensible Flexfields: Explained
- Planning Extensible Flexfields: Points to Consider
- Managing Extensible Flexfields: Points to Consider
- Deploying Flexfields Prerequisites: Explained
- Deploying Flexfields: Explained
Identification of Working Holiday Makers
The Working Holiday Maker program enables young adults between 18 and 30 years of age from eligible partner countries to work in Australia during an extended holiday. The person must have the appropriate visa to enroll in this program.
To identify participants who have enrolled in this program, a new checkbox has been introduced under Basis of Payment in the Tax File Number Declaration group on the Manage Calculation Cards: Statutory Deductions page.
Working Holiday Maker on the Manage Calculation Cards: Statutory Deductions Page
Steps to Enable
There are no steps necessary to enable this feature.
Identification of Trade Support Loan Participation Separately From Higher Education Loan Program
Employee participation in the Trade Support Loan (TSL) program and Higher Education Loan Program (HELP) used to be captured together under one category. With the need to identify participation in these programs separately, the existing checkbox has been removed and 2 new checkboxes HELP and TSL have been introduced under Basis of Payment in the Tax File Number Declaration group on the Manage Calculation Cards: Statutory Deductions page.
HELP and TSL on the Manage Calculation Cards: Statutory Deductions Page
Steps to Enable
There are no steps necessary to enable this feature.
Human Capital Management 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.
Involuntary Deductions: Enhanced Protected Pay Rules
Additional Protected Pay functionality is introduced to specify how the employee’s protected pay is calculated.
Protected Pay functionality for involuntary deductions was initially introduced in release 10, bundle 17. It was also previously enhanced in release 11, bundle 8. Several new rules are introduced with this release.
You can configure protected pay rules for each individual deduction on the involuntary deduction card for the employee. The payroll process calculates the protected pay amount based on the rules configured on the involuntary deduction card for the employee. Use the Enterable Calculation Values on Calculation Cards tab on the Manage Calculation Cards page, to create individual entries and define the rules.
Enterable Calculation Values on Calculation Cards
You can create entries using the following new rules:
New Rules
- Apply Protected Pay Percentage to Income Above Protected Pay Amount
This is a Yes or No option that specifies how the protected pay calculation applies the percentage.
For example, if the court order specifies a Protected Pay exemption of $X, plus 50% of the wages above that exemption, then you would use this rule.
If your selection is:
- Yes, the protected pay percentage is calculated on the disposable income over the protected pay amount, and then added to the protected pay amount.
- No, the protected pay is the maximum of the protected pay percentage or the protected pay amount.
For example, PP= (Disposable Income - PP Amount) * PP % + PP Amount.
PP – Protected Pay
Exemption
This is an exemption amount used to reduce the gross or net prior to applying the deduction percentage in the calculation.
Maximum Protected Pay Amount Per Month
This is an amount that specifies a maximum value for the protected pay amount for each deduction in a month. If there are multiple deductions of the same type (for example, 2 garnishments), this serves as the maximum value for all deductions of the same deduction type.
Maximum Withholding Amount Per Month
This is an amount that specifies a maximum withholding value for the deduction in a month.
Configure these rules for any of the deduction types: Garnishment, Maintenance and Support, and Tax Levy. You can use a combination of these rules to meet the requirements in the court order.
The British Columbia Family Maintenance Enforcement Program (BC FMEP) has a prescribed rate for protected pay based on the amount of wages paid per period. This is only for maintenance and support deductions and is addressed by configuring the following rule:
Maintenance and Support BC FMEP
This is a Yes or No option that specifies whether the protected pay calculation for British Columbia FMEP is enabled.
If your selection is Yes, the British Columbia FMEP protected pay calculations are performed.
If your selection is No, the British Columbia FMEP protected pay calculations are not performed.
If you configure other protected pay rules, the British Columbia FMEP protected pay calculations are overridden and the other protected pay rules are used in the calculations.
The requirements for British Columbia FMEP are preconfigured by Oracle.
Some important items to note regarding the Disposable Income Calculation Rule are:
- If the Disposable Income Calculation Rule is not defined, the default value is Percentage of Net Pay. This means that employee’s net pay is used in the protected pay calculations.
- The Disposable Income Calculation Rule works in the same way for the Deduction Percentage as it does for the Protected Pay Percentage rule, in that:
- If the rule is Percentage of Gross, the percentage entered on Calculation Values is the percentage of gross pay
- If the rule is Percentage of Net, the percentage entered on Calculation Values is the percentage of net pay
- If rule is Percentage of Net Pay Less Specific Deductions, the percentage entered on Calculation Values is the percentage of net pay less specific deductions
The protected pay amount calculated for the deduction, as well as additional details, is displayed in the run results for the Results and element’s shadow elements.
Any amounts in arrears will also observe the protected pay limits.
Use the Manage Calculation Cards task from the Payroll Calculation or the Person Management work areas to create the involuntary deduction card.
Steps to Enable
There are no steps necessary to enable this feature.
Use the reporting information card to capture values required for the Record of Employment (ROE).
ROE information is captured by creating calculation components and their associated component details. For example, the calculation component of ‘Reason for Issuing ROE’ corresponds to its component details of the valid reasons as per Service Canada.
The information captured is used to report ROE information in the following blocks:
- Reason for Issuing ROE (Block 16)
- ROE Vacation Pay (Block 17A)
- ROE Statutory Holiday Pay (Block 17B)
- ROE Other Monies (Block 17C)
- ROE Comments (Block 18)
- ROE Special Payments (Block 19)
Additionally, several items are now defaulted and automatically created. The enhancements to the UI include:
- The TRU association is now created automatically based on the employee’s payroll relationship. Previously you had to manually create this association.
- The payroll associated with the payroll relationship is now defaulted when creating a calculation component. Previously you had to manually select a payroll.
- The component details are now enabled by default for the related calculation component. Previously you had to manually select and add it before being able to enter any values.
- The Federal heading under the component group section is renamed to Reporting Information and the components and component details are displayed in that section.
Use the Manage Calculation Cards task from the Payroll Calculation and the Person Management work areas to create a Reporting Information card.
Calculation Component for “Reason for Issuing ROE” and its Related Calculation Component Details
The image below displays additional calculation components created for an employee and the related calculation component details for the component “ROE Vacation Pay”.
Additional Calculation Components
Steps to Enable
There are no steps necessary to enable this feature.
Oracle Fusion Human Capital Management for Canada provides the ability to process absences in Canada. There is integration between the absence management system and payroll. The information passed from absences to payroll is used to calculate the absence payment in payroll.
The absence element is created in payroll. When defining the absence plan, the absence element is associated to the plan, which serves as the connection between the absence and payroll systems. When an absence is recorded for the employee, the person’s absence calculation card is created and the absence plan is linked to the calculation component on the person's calculation card. Also, the daily and summary breakdown information is automatically transferred to payroll.
You can process the payroll that includes these absence entries and view the resulting absence balances on the person's Statement of Earnings (SOE). After you process and archive payments, you can also view the resulting absence balances on the person's payslip.
Rules and leave plans for absences vary throughout Canada. In general, they are defined by provincial Employment Standards, although employers can also define their own rules. Uptake of the global absence template will provide the primary classification of Absence and the additional secondary classifications of the following absence types:
- Vacation
- Sickness
- Maternity
- Other
Absence and accrual balances are displayed in the following:
- Payslip
- Cheque advice
- SOE
- Global reports
- Payroll Activity Report
- Payroll Balance Report
- Payroll Gross-to-Net Report
- Payroll Register Report
- Element Result Report
As a summary, the high-level list of the steps involved in processing absences is noted below. These are in sequential order, as some of the setup may be used in a subsequent step. A number of the steps show the related pages displaying the configuration or results of the processing.
- Create rate definitions to use in calculating accrual and liability balances.
- Create absence element and eligibility.
- Create derived factors, if applicable.
- Create eligibility profile.
- Create an absence plan and ensure the following is defined for payroll:
- You select the transfer absence payment information for payroll processing check box.
- You select the element for the plan in the Element field.
- Create absence types and associate them to the absence plans.
- Enroll employees in the absence plan.
- Process the Run Accruals for Selected Plan task action (for approvals).
- Record an absence for the employee.
- Process payroll.
- View absence balances in the SOE.
- Process payslip and other reports.
You must create the eligibility for the following elements:
<base element (for example, RLH CA Vacation)
<base element> accrual (for example, RLH CA Vacation Accrual)
<base element> entitlement (for example, RLH CA Vacation Entitlement)
NOTE: When the absence accrual is run or absence record is recorded, an absence card is automatically created and the daily and summary breakdown information is automatically transferred to payroll.
NOTE: The capture above is the entitlement component that displays its related component details. It is an example of an absence entitlement payment.
NOTE: The capture above is the accrual component that displays its related component details. It is an example of an absence accrual balance.
The absence information is configured in the Absence Administration work area.
Steps to Enable
There are no steps necessary to enable this feature.
Tips and Considerations
Within the absence plan, you must ensure the following is defined for the absence information to transfer to payroll for processing.
- Select the transfer absence payment information for payroll processing check box.
- Select the element for the plan in the Element field (this element is the absence element created in payroll).
Key Resources
Refer to the Canada Information Center in My Oracle Support at the links below for additional information on absences:
- Canada Information Center (Document ID 2102586.2)
- Configuring Oracle Fusion Absence Management for the US and Canada (Document ID 2102835.1)
Absence Elements: Discretionary and Final Disbursement Absence Payments
Oracle Fusion Human Capital Management for Canada provides the ability to select different options for taxation, EI allocation, and EI hours for discretionary and final disbursement payments. Because these types of payments may be taxed differently than regular absence payments, this functionality was introduced to designate different values when creating the absence element.
When the absence element is created, two questions exist on the element template that creates additional shadow elements, based on the input to the question. The existing questions on the absence template are:
- Does this plan enable balance payments when enrollment ends?
- This creates the Final Disbursement shadow element, if the value selected is Yes. If No, the element is not created.
- Does this plan enable partial payment of balance?
- This creates the Discretionary Disbursement shadow element if the value selected is Yes. If No, the element is not created.
When you select Yes to either question, you are presented with additional questions related to Tax Processing and Record of Employment. Previously, you could only select those options for the base element, but you are now able to select those options for both the Final and Discretionary Disbursement elements that are automatically created. You may select different values for each element if you choose to.
When you select Yes for the question, Does this plan enable balance payments when enrollment ends?, you are now presented with the additional options to specify the tax method, EI allocation and EI hours for the final disbursement payments. If you select No, the element is not created.
When you select Yes for the question, Does this plan enable partial payment of balance?, you are now presented with the additional options to specify the tax method, EI allocation and EI hours for the discretionary disbursement payments. If you select No, the element is not created.
Additionally, you may override the values selected during element creation for the tax method, EI hours and EI allocation for any of the shadow elements that are created (entitlement, discretionary disbursement and final disbursement). These values are stored as value definitions, so you override them using the Manage Calculation Value Definitions task.
The naming convention of the value definitions created for each shadow element is as given below:
Entitlement Element
- <Element Name> Tax Processing Type
- <Element Name> EI Allocation
- <Element Name> EI Hours
Discretionary Disbursement Element
- <Element Name> Disc Tax Processing Type
- <Element Name> Disc EI Allocation
- <Element Name> Disc EI Hours
Final Disbursement Element
- <Element Name> Final Tax Processing Type
- <Element Name> Final EI Allocation
- <Element Name> Final EI Hours
To override the value, use the Manage Calculation Value Definitions task, select the value definition name to edit, and make the change to the value definition. This overridden value is used during the payroll process, instead of the value initially configured at element creation.
If you override the values, they must be valid. The text values you must use to override the various types of value definitions are as given below:
Tax Processing
- Regular: R
- Nonperiodic: N
- Lump Sum: L
EI Allocation
- Date earned: DATE_EARNED
- Date paid: DATE_PAID
EI Hours
- Yes: Y
- No: N
The following is an example of where an override to the tax processing type is entered. The ‘N’ noted in the text column indicates that the tax will be calculated using the nonperiodic method.
Steps to Enable
There are no steps necessary to enable this feature.
Tips and Considerations
This functionality is only applicable for new absence elements that you create. Previously configured absence elements will not support this functionality.
Key Resources
Refer to the Canada Information Center in My Oracle Support at the links below for additional information on absences:
- Canada Information Center (Document ID 2102586.2)
- Configuring Oracle Fusion Absence Management for the US and Canada (Document ID 2102835.1)
Employee Active Payroll Balance Report
Run the Employee Active Payroll Balance report to reconcile your balances prior to periodic or year-end reporting. The Employee Active Payroll Balance Report displays current and year-to-date values for employee balances without the need to process the payroll archive. This report assists in determining if any tax balances are over the statutory limits and if any of the tax liability balances are improperly calculated. To assist with year-end reconciliation and balancing of your year-end box balance data, run this report throughout the year to make year-end balancing easier.
The report is a pipe delimited text file of live payroll balances for an employee filtered by various parameters. You can easily convert the output text file into an Excel spreadsheet for further totaling and manipulation to meet your specific requirements. Select a dimension of run or year, and a balance group usage to display all balances defined for that group.
You can configure this report to return balances for the following:
- Individual employees
- Members of a payroll relationship group
- All employees in a Tax Reporting Unit (TRU)
- Employees associated with a specific payroll run
- Year-end employee balances
- Pay-period employee balances
The parameters of the Employee Active Payroll Balance report are:
- Start Date
- Required
- End Date
- Required
- Payroll
- If blank, all payrolls are reported
- Consolidation Group
- Tax Reporting Unit
- If blank, all TRUs are reported
- Payroll Relationship Group
- Employee Name
- If blank, all employees are reported
- Balance Dimension
- Required
- Select either Run or Year
- Balance Group Usages
- Required
- The LOV values are dynamically determined based on Balance Dimension parameter value
- Process Configuration Group
The Balance Group Usage parameter is a defined group of balances used for reporting. There are six usages preconfigured by Oracle:
- Canadian T4 Balance Group
- Canadian T4A Balance Group
- Canadian RL-1 Balance Group
- Canadian RL-2 Balance Group
- Canadian Tax Remittance Balance Group
- Canadian Employer Liabilities Balance Group
The individual balances reported for each of the preconfigured balance groups are listed in the order they are displayed on the report. Please see the End-of-Year Processing Guide on the Canada Information Center for a complete list of balances defined for each balance group.
If the preconfigured balance groups do not meet your specific reporting needs, you may create additional balance group usages to use for reporting.
For Canada, we have certain contexts associated with some balances, which may cause multiple lines on the report for one employee’s balance. Some balances may have province, statutory reporting type, or reference code contexts associated with them, although not all balances contain contexts.
The statutory reporting type context is the year-end form that the balances are associated with. The statutory reporting type is associated with an element's secondary classification and determines how that element is used in the payroll calculation, as well as how it is reported at the end of the year.
The reference code context is for Worker’s Compensation and Provincial Medical balances and contain the relevant account information.
The only prerequisite to running the report is that a valid payroll action must exist, like a payroll run, quickpay, or balance initialization. Processing the payroll archive is not required prior to running the report.
You may access the Run Employee Active Payroll Balance Report from the following work areas:
- Checklist
- Payroll Calculation
The Output Displays the Balances for the Canadian T4 Year to Date Balance Group Usage After Importing the Data into Excel
Steps to Enable
There are no steps necessary to enable this feature.
Tips and Considerations
The output of this report is purely a balance-based record of an employee’s live balances. If an employee has any of the balances defined in the balance group usage selected as a parameter, within the date range specified, they are included in this report. As noted, certain balances require certain contexts (province, statutory report type, reference code) and are stored that way in the application. As a consequence of this, the report may display multiple lines for each balance for each dimension and context for that employee. A row with a blank context value may also appear as a total. You can restrict the output of the data by selecting specific report parameters to pick up the relevant employees for each balance group usage. For example, if you want to restrict the output for only those employees to receive an RL-2, you may create a group that contains only those RL-2 employees and select that group using the parameters.
Additionally, you can import the data into Excel or another similar spreadsheet tool and manipulate the data as per your requirements. Once the report completes, use the steps below to import the data into Excel.
- Click the txt file created by the process and save it.
- Open Excel.
- Click the Data tab, and then click From Text.
- Navigate to the saved txt file and select it. This will engage the Text Import Wizard.
- Select Delimited.
- Click the My data has headers checkbox, and then click Next.
- During this step, you are able to preview your data and how it is going to appear in Excel as you make changes to ensure it is correctly displayed in the spreadsheet. You may also format the data in each column using this method by clicking each column and selecting the desired format. Alternatively, you may format the data in the spreadsheet itself. The default format is General for each column, which converts numeric values to Numbers, date values to Dates and all others to Text.
- When you are happy with the results, click Finish.
- Name the worksheet, and then click OK.
If the pre-defined balance groups do not meet the customer’s specific reporting needs, they may create additional balance group usages to use for reporting. To create a user-defined balance, balance group and group usage, use the steps below.
To create a new balance:
- Navigate to Payroll Calculation > Manage Balance Definitions. If you want to use pre-defined balances, skip these steps and create the new balance group.
- Click Create.
- Select the Legislative Data Group, and click Continue.
- Add the Payroll Balance details, and click Next.
- On the Balance Dimensions page, click Select and Add.
- Search for and select the Dimension Name (for example, Relationship Tax Unit Run or Relationship Tax Unit Year to Date).
- Click Apply, and then Done.
- Click Next, Submit, and then OK.
To create a new balance group:
- Navigate to Payroll Calculation > Manage Balance Groups.
- Click Create.
- Select the Legislative Data Group, enter a Name, and then click Continue.
- Click Submit.
- In the Balance Group Overview pane, click Balance Definitions, and then click Select and Add.
- Search for and select the desired balance definitions. Click Apply to add each balance definition you require, and then click OK. You may select pre-defined balances or a newly created balance.
- Note: If the context level balance values are required for Reference Code and Year End Forms (Statutory Report Type) contexts, then you must add the balances with dimensions that include that context (for example Relationship Tax Unit, Province, Reference Code Year to Date or Relationship Tax Unit, Statutory Report Type Run).
- Click Submit.
To create a new balance group usage:
- Navigate to Payroll Calculation > Manage Balance Group Usages.
- Click Create.
- Select the Legislative Data Group, enter a Name, select the newly added Balance Group, and select Matrix.
- Click Continue.
- In the Balance Group Usages pane, select Matrix Items.
- In Matrix Items, click Create.
- Search for and select the Balance Dimension Name, and enter a Position value. Continue this step until you have created all desired usages. You may create multiple usages for each combination of contexts required.
NOTE: Each Balance Group Usage should only contain one period type of balance dimensions (for example, all Run, or all Year to Date, or all Month to Date).
- To sort the balances in the group, select Sorting to define the sequencing.
- Click Submit.
You may now select your newly added Balance Group Usage as a parameter of the report.
Key Resources
Refer to the Canada Information Center at the link below for additional information.
Canada Information Center
https://support.oracle.com/rs?type=doc&id=2102586.2
CA – Payroll tab > Product Documentation > White Papers > Payroll Reconciliation
CA – Payroll tab > End-of-Year Processing > End-of-Year Processing Guide
Hot Topics Email (To Receive Critical Statutory Legislative Product News)
To receive important Fusion Canada Legislative Product News, you must subscribe to the Hot Topics Email feature available in My Oracle Support.
See My Oracle Support Document ID 2102586.2 (Information Center: Fusion Human Capital Management - Canada) for further details, and access the content at the location below.
CA – Welcome tab > Other Documents > How To Use My Oracle Support Hot Topics Email Subscription Feature
Reporting Mode: Draft and Final Mode for End-of-Year Reports Process
Use the Format parameter to run the year-end slips in draft or final mode. The mode applies to all year-end report types of T4, T4A, RL-1, and RL-2 and is available for the Original, Amended, and Cancelled Report Type options.
The Format parameter contains the following new options:
- PDF Draft
- PDF Final
The PDF Draft option generates a draft version of the year-end slips as they would appear in final form. This allows you to perform data verification prior to distributing the final versions to the employees. Additionally, it allows you to verify and ensure that you are satisfied with the results and how it will appear in the final versions of the employee’s slips. This option does not publish them to the Document of Record (DOR), so they are not visible by the employee. This option creates one PDF that contains all the employee’s slips included in the process. You can run the year-end slips in draft mode multiple times without the need to roll back the process. Additionally, you can roll back the the end-of-year archive without having to rollback the draft PDF process.
The PDF Final option generates a final version of the individual year-end slips to distribute to the employees and publishes them to the DOR. Additionally, it creates one PDF that contains all the employee’s slips included in the process. After you have run the process in PDF Final mode, you must roll back the process if you require changes.
Steps to Enable
There are no steps necessary to enable this feature.
Key Resources
Refer to the Canada Information Center at the link below for additional information.
Canada Information Center
https://support.oracle.com/rs?type=doc&id=2102586.2
CA – Payroll tab > End-of-Year Processing > End-of-Year Processing Guide
Hot Topics Email (To Receive Critical Statutory Legislative Product News)
To receive important Fusion Canada Legislative Product News, you must subscribe to the Hot Topics Email feature available in My Oracle Support.
See My Oracle Support Document ID 2102586.2 (Information Center: Fusion Human Capital Management - Canada) for further details, and access the content at the location below.
CA – Welcome tab > Other Documents > How To Use My Oracle Support Hot Topics Email Subscription Feature
Human Capital Management for Chile
Oracle Fusion HRMS (Chile) supports country specific features and functions for Chile. It enables users to follow Chile’s business practices and comply with its statutory requirements.
Enhanced Validation of the RUT
Chile’s national identifier RUT validation is enhanced to check the specific format, in addition to the existing check of minimum length. Moreover, the check digit validation is now also enabled for RUT.
- A warning message is displayed if you do not enter a correct check digit.
- An error message is displayed if you do not enter the RUT in the specified format.
Steps to Enable
There are no steps necessary to enable this feature.
Key Resources
For more information on national identifier validation, go to My Oracle Support for the following guide:
- Validating National Identifier Numbers in Oracle Fusion Human Capital Management (Document ID 2159758.1)
Human Capital Management 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.
Non Taxable Employee and Employer Contribution Threshold Amounts
Comply with the regulation on taxable social security contribution calculations in Shenzhen and Shanghai by capturing nontaxable employee and employer contribution threshold amounts and using them in monthly individual income tax calculations.
Set up the employee and employer nontaxable contribution threshold amounts by social security item, territory and contribution type as needed. This setup should occur at the payroll statutory unit level, on the Statutory Deductions calculation card, under the Social Security group.
Set Up Nontaxable Contribution Threshold Amounts at Payroll Statutory Unit Calculation Card Level
You may also set up the threshold amounts at tax reporting unit level and/or payroll relationship level.
Tips and Considerations
Amounts set up at payroll statutory unit level apply to everyone in a territory of a contribution type, if no overriding value is provided at tax reporting unit level or payroll relationship level. Amounts set up at tax reporting unit level apply to everyone making contribution via the tax reporting unit if no overriding value is provided at payroll relationship level. Amounts set up at payroll relationship level are used in the tax calculation for a particular employee if available.
For the taxable social security contribution calculation, data set up at Payroll Relationship level always takes precedent, followed by the data set up at Tax Reporting Unit level and then the data at Payroll Statutory Unit level.
The nontaxable contribution threshold amounts will be used in the calculations, if, apart from nontaxable contribution threshold amounts, the nontaxable contribution rates and/or nontaxable contribution base amounts are set up at the Payroll Statutory Unit, Tax Reporting Unit and the Payroll Relationship level.
Supplementary Public Housing Fund
Set up the contribution rules on the payroll statutory unit deduction card by contribution type for the territories where you manage supplementary public housing fund contributions for your employees. Add the supplementary public housing fund component, component details, and overriding values on the employees’ deduction card. The Calculate Payroll process will then calculate both employee and employer’s contributions to the fund.
If the contribution policy varies by organization within the territory, you may set up overriding values on the tax reporting unit deduction card.
Steps to Enable
To use the functionality, administrators must perform the following steps:
- In the Setup and Maintenance work area, search for an implementation project with the Workforce Deployment offering.
- Select the payroll statutory unit, click the Go to task of the Manage Legal Entity Calculation Cards task.
- Open the Statutory Deductions card and select the Social Security component group.
- Add the Supplementary Public Housing Fund component, component details, and calculation values.
- If within a territory, there is more than one tax reporting unit, and the contribution rule varies by tax reporting unit, you may set up overriding rules on tax reporting unit Statutory Deductions cards.
- Payroll users must perform the following steps for every employee who contributes to the fund.
- Search for an employee.
- Open the employee’s Deduction Information card through the Manage Calculation Cards task.
- Select the Social Security component group and add the Supplementary Public Housing Fund component, component details, and overriding values.
Contribution Base Information for Supplementary Public Housing Fund by Territory and Contribution Type
Contribution Rates for Supplementary Public Housing Fund by Territory and Contribution Type
Addition of the Supplementary Public Housing Fund Component to the Employee’s Personal Statutory Deduction Card
Enhanced Social Security Account Information Page
Enhance the existing View Social Security Account Information page. This page is available for employees from the About Me and Personal Information. For payroll users, it is available by clicking the More Information icon of an employee.
Enhanced View Social Security Account Information Page
Employee Access from About Me and Personal Information
Payroll User Access by Clicking the More Icon Next to the Employee Name
Steps to Enable
There are no steps necessary to enable this feature.
Human Capital Management for France
Oracle Fusion HRMS (France) supports country specific features and functions for France. It enables users to follow France’s business practices and comply with its statutory requirements.
New Calculation Card: Hardship Factor
Use the Hardship Factor calculation card to capture information related to Hardship Factor. The calculation card component and component details contain the following fields:
- Year Concerned
- Hardship Factor: Hyperbaric activities, Night time work, Alternative cycle, Repetitive work
For the same year when the person reaches a new hardship factor, you must update this calculation card to specify the new factor. In the subsequent years, even though the hardship factors may remain the same, you must update the Year Concerned field to reflect the change in year, and the hardship factors, if required.
Values for Hardship Factor
There are no steps necessary to enable this feature.
Statutory Deduction Calculation Card Enhancement
Capture the following additional information in the Statutory Deduction calculation card:
- Resident Abroad: Social Security and Tax status
- Pensioner: Employee Pension status upon hire
Enhanced Statutory Deduction Calculation Card
There are no steps necessary to enable this feature.
Pension and Welfare Calculation Card Enhancement
Capture the following additional information in the Pension and Welfare calculation card:
- Number of adult legal beneficiaries
- Number of dependent children
- Number of child legal beneficiaries
- Number of beneficiaries
The Internal Contract Reference field is defined at the TRU-level. You must select a value here.
Enhanced Pensions and Welfare Employee Calculation Card
There are no steps necessary to enable this feature.
Support of additional external organization type:
- French unemployment agency
Additional Field for Unemployment Agency Information in TRU Calculation Card
There are no steps necessary to enable this feature.
Human Capital Management for Germany
Oracle Fusion HRMS (Germany) supports country specific features and functions for Germany. It enables users to follow Germany’s business practices and comply with its statutory requirements.
Legislative Changes for Name Validations
To comply with legislative changes published by the Social Insurance authority as of June 1, 2015, the validation messages for person names are enhanced.
There are no steps necessary to enable this feature.
Enhanced Person Name Validations
You can now enter a "+" (plus sign) at the first position for birth name, first name, or last name for persons, whose birth name, first name, or last name is not known. All the messages and business rules are enhanced to include this validation.
There are no steps necessary to enable this feature.
Validations for Reporting First Name and Reporting Last Name
The fields Reporting First Name and Reporting Last Name are no longer mandatory. They are automatically populated from the person’s name fields, if they comply with all validation rules. The reporting name must be entered only if the person’s name fields do not comply with the validation rules.
There are no steps necessary to enable this feature.
Use this report to export data to the third-party software REHADAT-Elan. The report is enhanced to count the number of positions reported in file c, that is, employer’s workforce.
There are no steps necessary to enable this feature.
Human Capital Management for Kuwait
Oracle Fusion HRMS (Kuwait) supports country specific features and functions for Kuwait. It enables users to follow Kuwait’s business practices and comply with its statutory requirements.
Electronic Funds Transfer Template Update
Electronic Funds Transfer (EFT) is an electronic transmission of financial data and payments to banks in a fixed position format flat file (text).
The EFT template includes the following assignments, in compliance with banking regulations:
- MOSAL ID: This is the Ministry of Social Affairs and Labor (MOSAL) identifier. It is assigned at the following levels: Employee or Legal entity
- IBAN: International Bank Account Number (IBAN) is an international standard for numbering bank accounts (ISO 13616).
MOSAL ID at the Employee Level: Edit National Identifiers Screen
Steps to Enable
There are no steps necessary to enable this feature.
Ensure payroll processes are run in the correct order. Payroll Cycle is a global seeded payroll flow which enables you to run predefined payroll tasks in a predefined sequence for each payroll period, in a best practice flow. The payroll cycle flow has been amended so that the payroll archive is run prior to payment tasks.
Amended Payroll Cycle
Steps to Enable
There are no steps necessary to enable this feature.
The payroll archive and Report 56 have been enhanced to manage multiple payroll runs for the same period and report each employee only once.
Steps to Enable
There are no steps necessary to enable this feature.
IPE Consolidated Report Updates
New hires and terminations are now reported separately in the IPE Consolidated report for citizens of the Gulf Cooperation Council (GCC). The new hire details are not displayed when the employee is terminated.
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.
Key Resources
For more information about this report, go to Application Help and search for the following topic:
- Kuwaiti IPE Consolidated Report
Highest Education Level Specialization
To comply with Employee Social Insurance Contributions or Insurance Protection Extension (IPE) reporting needs, in addition to recording the highest education level a person has achieved, you can now record the subject, or specialization, for the highest education level. You can view this information in the IPE report.
Employee Personal Information: Details Screen
Steps to Enable
There are no steps necessary to enable this feature.
Human Capital Management for Luxembourg
Oracle Fusion HRMS (Luxembourg) supports country specific features and functions for Luxembourg. It enables users to follow Luxembourg’s business practices and comply with its statutory requirements.
Enhanced Postal Code Validation
The Luxembourg postal code validation is enhanced to also accept the L-NNNN format, in addition to the existing NNNN format. L- is a unique prefix and N is a number.
Steps to Enable
There are no steps necessary to enable this feature.
Key Resources
For more information on address format and validation, go to My Oracle Support for the following guide:
- Oracle Fusion HCM: HCM Address Validation (Document ID 2140848.1)
Human Capital Management for Qatar
Oracle Fusion HRMS (Qatar) supports country specific features and functions for Qatar. It enables users to follow Qatar’s business practices and comply with its statutory requirements.
A new organization information EFF has been added to the legal entity HCM information for a legal employer.
Qatari Legal Employer Details
Employer category can be either military sector or civil sector.
If the employer category is military sector then the employer sector can be;
- Military
- Army
- Police
If the employer category is civil sector then the employer sector can be;
- Government
- Government agencies and authorities
- Joint stock companies
- Private
- Other
Steps to Enable
There are no steps necessary to enable this feature.
The following Qatar specific information is delivered:
- Additional information related to contacts
- Additional information related to visa and sponsorship
- Additional information related to disability
- Payroll relationship mapping
Contact Details
This feature supports the ability to identify contacts as a dependent for the purpose of statutory calculations.
Visa Details
This feature supports the ability to record the sponsorship details that may be required for an employee.
Disability Country Specific Details
This feature supports the ability to record the reporting description that may be required for a disability report.
Payroll Relationship Definition
Each country defines the person types for which a payroll relationship is created. For Qatar, to be processed in payroll, a worker must have a person type of Employee.
Employee maps to Payroll Relationship Type: Standard
Contingent Worker maps to Payroll Relationship Type: Element Entries only
Pending Employee maps to Payroll Relationship Type: Standard
Pending Contingent Worker maps to Payroll Relationship Type: Element Entries only
Candidate Employee maps to Payroll Relationship Type: Standard
Candidate Contingent Worker maps to Payroll Relationship Type: Element Entries only
Nonworker types map to Payroll Relationship Type: Element Entries only
Steps to Enable
There are no steps necessary to enable these features.
The delivery of base payroll data specific to a Qatari payroll, that includes element classifications, balance categories, context usages, and dimension usage enables the use of the element template and associated objects.
Create Element
Calculation cards have been provided to capture the appropriate data for both social insurance and gratuity, at legal entity level and person level.
The employer social insurance details calculation card uses the following information for the social insurance calculation at the legal entity level:
The employer type can be government sector, a joint stock company, military sector, private sector, or petroleum sector. The calculation rules for social insurance are applied based on the employer type chosen.
You can define the formula that calculates the contributory salary at the legal entity level. The contributory salary value is derived from this formula and is used as the reference value for the social insurance calculation. This formula must have the value returned using variable CONTRIBUTORY_SALARY_REFERENCE.
Calculation Component Details: Employer Social Insurance Details
The gratuity calculation card contains the payroll statutory unit (PSU) gratuity details and uses the following information for gratuity calculation at the legal entity level:
You can indicate whether or not gratuity is to be paid to workers employed in the legal entity. If no gratuity is to be paid to any employee this field should be left blank, and there will be no gratuity calculation made when any employee period of service is terminated. Otherwise gratuity will be paid based on the legislative regulations.
You must define your own salary formula to calculate the salary to be used for the gratuity calculation. Once you have defined the salary formula, you select it as the gratuity salary formula on the calculation card. The formula must return the values using variable MONTHLY_SALARY.
You can define your own reference formula to calculate the paid gratuity amount and select it as the gratuity reference formula. The formula must return the values using variable PAID_GRATUITY. This overrides the amount calculated by the default reference formula.
Calculation Component Details: Employer Gratuity Details
The Employee Social Insurance Details calculation card captures values required for calculating and processing social insurance deductions.
Social insurance deductions are only processed for Gulf Cooperation Council (GCC) citizens. You must specify the citizenship of the employee as social insurance will be processed based on this information.
The registered for social insurance checkbox indicates whether to process social insurance calculations for employees.
The exempt from SI contribution difference checkbox indicates how to process the difference in any employer's subscription. The employee will normally pay any difference in the contribution unless this field indicates otherwise, as the country of citizenship has agreed to pay the difference on behalf of the employee.
The country of citizenship pension checkbox indicates whether or not an employee is receiving a pension from their country of citizenship. This does not affect the social insurance calculation, but can be used for reporting purposes.
If the employee is a UAE citizen the social insurance calculations are based on an exception type. Depending on the selected exception type, the employee or the employer pays the contributions. If no value is specified, then the employer and the employee each pay their own contributions.
Calculation Component Details: Qatar Employee Social Insurance Details
The Employee Gratuity Details calculation card is required to trigger the gratuity payment process and can be used to capture an override amount for the gratuity payment, if required.
Calculation Component Details: Qatar Employee Gratuity Details
Automatic Calculation Card Creation
If your payroll product usage is set to Payroll or Payroll Interface, the Employee Social Insurance Details calculation card is created automatically as part of the new hire process or when you rehire an employee, and the Employee Gratuity Details calculation card is created automatically as part of the termination process.
The Employee Social Insurance Details calculation card captures values required for calculating and processing social insurance deductions. Citizenship and registered for social insurance are defaulted automatically. If necessary, you can override this information using the calculation card and its components.
The Employee Gratuity Details calculation card is required to trigger the gratuity payment process and there are no defaults.
Steps to Enable
There are no steps necessary to enable these features.
TIPS AND CONSIDERATIONS
- Calculation cards are only created automatically for users with a Payroll or Payroll Interface license.
- The Employee Social Insurance Details calculation card is only created automatically when citizenship is recorded as part of the new hire flow.
Social insurance is applicable to all Gulf Cooperation Council (GCC) citizens who work in Qatar and are paid there.
Contributions are calculated as percentages of a contributory salary. The contributory salary components are elements like basic compensation, accommodation and transport allowances. The country of citizenship legislation determines which elements are liable to social insurance contributions, whereas the amounts and definitions of those elements depend on the employer’s regulations.
The legislative regulations from each of the GCC countries are taken into account when calculating social insurance, based on whether the employer is in the government or private sector.
The employer and employees rates, any minimum or maximum contributory salaries, whether or not the contributory salary is fixed for the year, or is variable and how social insurance is calculated when an employee is hired or terminated are predefined.
If required the amount of the contributory salary can be overridden at the person level.
If this amount is not entered at the person level, you can define a formula that will be used to calculate the contributory salary at the legal entity level.
Finally, if neither individual override, nor legal entity formula, are defined, the contributory salary uses the value of earnings elements that are subject to social insurance. These elements are identified through the secondary classification and feed the balance Subject to Social Insurance.
When required the contributory salary is set once a year in the employee’s first payroll run of the year. If there is a need to correct the contributory salary that has already been set, then you can use the Social Insurance Contributory Salary Adjustment component of the Employee Social Insurance Details calculation card. The contributory salary will be modified in the next, normal, payroll run.
Steps to Enable
There are no steps necessary to enable these features.
TIPS AND CONSIDERATIONS
- The element eligibility must be defined for the element Social Insurance Processing
When a person comes to the end of their service of employment in the private sector they could be entitled to an amount of gratuity, calculated based on certain criteria, regardless of their nationality.
If the gratuity to be paid indicator is set to true at the legal entity level then a gratuity accrual amount will be calculated each month, and an actual gratuity payment will be calculated and paid on termination.
The entitlement and calculation of gratuity amounts are based on the date of commencement and length of service of the employee, and any reference formula defined at the legal entity level.
The number of days that are to be used in the gratuity calculation, based on completed service, are predefined.
The monthly gratuity accrual is triggered by the presence of the element gratuity accrual initiator and is the amount that an employee would be entitled to, if they were terminated at the end of that month and if they were eligible for payment. This amount will not be paid but is for information only and is available to be transferred to GL.
The actual gratuity payment on termination is triggered by the presence of the employee gratuity details calculation card.
If the employee was summarily dismissed (or left work to avoid such dismissal) then no gratuity will be paid.
Steps to Enable
There are no steps necessary to enable these features.
TIPS AND CONSIDERATIONS
- The element eligibility must be defined for the elements Gratuity and Gratuity Accrual Initiator for the Qatari legislative data group (LDG).
Involuntary Deduction Element Template
Enable employers to create appropriate court order elements using the element template so court orders can be deducted from an employee, if required, and paid to the appropriate third party organization.
The element template now creates Qatar specific objects required to process court orders efficiently.
Select primary classification as involuntary deductions and secondary classification as court order:
Create Element
Type a name that begins with a letter and is meaningful to your organization. The name serves as a prefix for the names of related elements, formulas, and balances, then respond to the given questions as required by your business needs.
Create Element: Basic Information
No additional details are required, you can review the information and select submit to complete the creation of the elements and associated objects.
Create Element: Review
Four elements will be created for each court order:
Court Order Elements
To associate the court order to an employee create a calculation card, as Court Orders
Create Calculation Card
Create a calculation component for the court order that you have received. The names shown will be the same as the elements that were created, and the reference code is the court order reference on the court order notification.
Create Calculation Card: Calculation Component
Edit the calculation component details.
The amount is the amount to be deducted as given on the court order notification. If there is a total sum to be recovered this can be recorded as the total owed.
Frequency refers to the unit of time the amount entered is to be calculated as, for example if the court order notification is given as an amount per day, or an amount per month, frequency should be selected as either daily or calendar month.
The partial deduction rule allows you to specify how to manage any arrears for the court order if there insufficient funds for the court order to be deducted.
The payment issuing authority is the name of the organization created for this purpose.
Date of issue must be recorded as the date on the court order notification, and date of receipt can be used to record when the court order notification was received. If there are multiple court orders of the same type they will be processed in the order of the date of issue, taking into account when they were received.
The order amount payee details must be used to record the third party payee who should receive the court order deduction amount.
Create Calculation Card: Calculation Component Details
To add additional court orders add new components, and component details to the court order calculation card. If there is a requirement for multiple court orders of the same type the reference code will be used to differentiate between them.
Steps to Enable
There are no steps necessary to enable these features.
TIPS AND CONSIDERATIONS
- The element eligibility must be defined for the element Court Order for the Qatari legislative data group (LDG).
- A third party organization who will receive court order deductions must be created as type external payee, and third party payee details should be associated to the third party organization.
- A third party organization who has issued the court order notification can be created as type Payment Issuing Authority, if required.
The online Statement of Earnings (SOE) is a feature within payroll that allows the end-user to view all the relevant information for an individual employee payroll run or a prepayment in a single place so that the results can be easily viewed and verified.
Statement of Earnings
- Gross-to-net: Displays balances used to calculate gross-to-net, such as threshold and ceiling balances.
- Information: Displays balances that belong to the Information balance category.
- Absence Accruals: Displays accrual balances.
- Calculation Card: Displays details captured on the employee's calculation cards.
Steps to Enable
There are no steps necessary to enable these features.
Human Capital Management for Saudi Arabia
Oracle Fusion HRMS (Saudi Arabia) supports country specific features and functions for Saudi Arabia. It enables users to follow Saudi Arabia’s business practices and comply with its statutory requirements.
IPE Consolidated Report Updates
New hires and terminations are now reported separately in the IPE Consolidated report for citizens of the GCC. The new hire details are not displayed when the employee is terminated.
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.
Key Resources
For more information about this report, go to Application Help and search for the following topic:
- Saudi IPE Consolidated Report
Highest Education Level Specialization
To comply with Employee Social Insurance Contributions or Insurance Protection Extension (IPE) reporting needs, in addition to recording the highest education level a person has achieved, you can now record the subject, or specialization, for the highest education level. You can view this information in the IPE report.
Employee Personal Information: Details Screen
Steps to Enable
There are no steps necessary to enable this feature.
Human Capital Management for South Africa
Oracle Fusion HRMS (South Africa) supports country specific features and functions for South Africa. It enables users to follow South Africa’s’ business practices and comply with its statutory requirements.
New Values for the National Identifier and Visa or Permit Type
New national identifier type values are seeded for South Africa: Company or Close Corporation Registration Number, Trust Registration Number, and Asylum Permit Number. In addition, a new visa or permit type value is made available out of the box for South Africa: Critical skill visa.
Steps to Enable
There are no steps necessary to enable this feature.
Enhanced National Identifier Validation
South Africa’s national identifier Identity Number validation is enhanced to cover the check digit validation, in addition to the existing check of format. Moreover, the format validation is now enabled for the Company or Close Corporation Registration Number national identifier type.
- A warning message is displayed if you do not enter a correct check digit for the Identity number.
- An error message is displayed if you do not enter the Company or Close Corporation Registration Number in the specified format.
Steps to Enable
There are no steps necessary to enable this feature.
Key Resources
For more information on national identifier validation, go to My Oracle Support for the following guide:
- Validating National Identifier Numbers in Oracle Fusion Human Capital Management (Document ID 2159758.1)
Human Capital Management for the United Arab Emirates
Oracle Fusion HRMS (United Arab Emirates) supports country specific features and functions for the United Arab Emirates. It enables users to follow the United Arab Emirates’ business practices and comply with its statutory requirements.
IPE Consolidated Report Updates
New hires and terminations are now reported separately in the IPE Consolidated report for citizens of the GCC. The new hire details are not displayed when the employee is terminated.
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.
Key Resources
For more information about this report, go to Application Help and search for the following topic:
- Emirati IPE Consolidated Report
Human Capital Management for United Kingdom
Oracle Fusion HRMS (UK) supports country specific features and functions for the United Kingdom. It enables users to follow United Kingdom’s business practices and comply with its statutory requirements.
Employment Intermediaries Reporting
Comply with the HMRC requirement by recording information for employees that are employed through intermediaries. To capture this information, the following fields are available:
- Worker Engagement Details: Use this to identify the category under which the employees provide their services. The values for this field are not defined in the application. You must enter one of the following values:
- A – Self employed contractor
- B – Partnership
- C – Limited liability partnership
- D – Limited company
- E – Non-UK engagement
- F – Another party operated PAYE on the worker’s payments
- Worker Unique Taxpayer Reference: This the 10-digit number issued to the person from HM Revenues & Customs (HMRC).
There are no steps necessary to enable this feature.
UK Statutory Holiday Calculation
Calculate the statutory holiday entitlement, that is, the number of holidays accrued by a person in a holiday year by using the sample fast formula.
Use the sample formula by associating it with your absence accrual plan. The sample formula accrues holiday monthly from January to December.
Sample Formula for UK Statutory Holiday Calculation
You can copy the formula text of the sample formula and create your own formulas.
Formula Text of UK Sample Formula
Use the Manage Absence Records task in Person Management to attach the accrual formula with the absence plans for the employee.
Run Accrual Plan
You can also schedule an Enterprise Scheduler Service (ESS) process to run accruals for the selected plan.
There are no steps necessary to enable this feature.
The new feature enables you to process statutory sick pay eligibility and entitlement. The resulting payment details are then interfaced to payroll for processing and payment.
Use the absence certification functionality to record reasons for denial or nonpayment of a statutory absence. With the statutory sick pay feature, you can:
- Check the length of an absence. If the absence is less than 4 days, it cannot be linked to other absences as it is not long enough to form a period of incapacity to work.
- Ensure that waiting days are made non payable.
- Stop payment after 28 weeks of paying statutory sick pay or 3 years of linked absences.
- Stop payment if the person has a Job Centre linking letter.
- Ensure that the person has the required earnings to meet or exceed the Lower Earnings Limit.
- Generate a warning message if the absence is pregnancy related and falls within four weeks of the due date of childbirth, advising that the employee should have statutory maternity leave instead of statutory sick pay.
- Allow the use of a different schedule for statutory sick pay calculation than the one the employee normally has.
Sickness Absence Entry Screen
Steps to Enable
The following steps are required to use the feature:
- Create payment rate definitions
- Create payroll element for payment details
- Create absence plan
- Attach formula to absence plan
- Create absence type
- Attach formulas to absence type
Sickness Absence Plan Entitlements Screen
Sickness Absence Type Attributes Screen, Validation
Sickness Absence Type Attributes Screen, Linking
Tips and Considerations
When creating absence setup data, always ensure that the effective date is set to a value which covers the date range of all the absences you wish to create.
The new feature enables you to process statutory adoption eligibility and entitlement. The resulting payment details are then interfaced to payroll for processing and payment.
Use the absence certification functionality to record reasons for denial or nonpayment of a statutory absence.
With the Statutory Adoption Pay feature, you can:
- Check that the employee has been employed for 26 weeks continuously into the matching week.
- Ensure that the employee’s average weekly earnings (during the relevant period) are at or above the Lower Earnings Limit.
- Stop payment, if leave exceeds 39 weeks of Statutory Adoption Pay.
- Generate a warning message if Leave Blocks is for less than seven days.
- Prevent the user from recording an absence, if the start date is more than 14 days before the expected placement date, or later than the placement date of the child, or the child attains 18 years before absence start date.
- Restrict the user from entering leave only up to the child’s 18th birthday, if the child attains the age of 18 years before the end date of leave.
- Allow recovery of monies from HMRC at the appriotate rate.
Adoption Absence Entry Screen
Steps to Enable
The following steps are required to use the feature:
- Create payment rate definitions
- Create payroll element for payment details
- Create recovery rates
- Create absence plan
- Attach formula to absence plan
Adoption Plan Entitlements Screen
- Create absence type
- Attach formula to absence type
Adoption Type Attributes Screen
Tips and Considerations
When creating absence set up data, always ensure that the effective date is set to a value which covers the date range of all the absences you wish to create.
The new feature enables you to process statutory paternity pay eligibility and entitlement. The resulting payment details are then interfaced to payroll for processing and payment.
Use the absence certification functionality to record reasons for denial or nonpayment of a statutory absence.
With the Statutory Sick Pay feature, you can:
- Ensure the employee has been employed for 26 weeks continuously into the qualifying week.
- Ensure that the employee’s average earnings (during the relevant period) are at or above the Lower Earnings Limit to get payment for the absence.
- Stop payment of Statutory Paternity Pay after the 56th day after the date of Child birth or Placement date.
- Check if leave exceeds two weeks of the stop payment of Statutory Paternity Pay.
- Check if Leave Blocks are for seven days.
- Allow recovery of monies from HMRC at the appriotate rate.
Paternity Absence Record Screen
Steps to Enable
The following steps are required to use the feature:
- Create rate payment definitions
- Create payroll element for payment details
- Create recovery rates
- Create absence plan
- Attach formula to absence plan
Paternity Absence Plan Entitlements Screen
- Create absence type
- Attach formula to absence type
Paternity Absence Type Attributes Screen
Tips and Considerations