Revision History

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

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

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 Global Payroll: New Configuration Options for Personal Payment Method Page

Delivered new feature in update 13 (January), which will also be included in the February quarterly update.

05 JAN 2018

Oracle Fusion Benefits 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 HCM Cloud Global Payroll: Enable Reports to Process Following an Errored Task

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.

01 SEP 2017

Oracle Fusion Compensation Management: View Salary Components

Document updated. Revised feature description.

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 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: 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 Compensation Management: Salary Range Differentials

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 Kingdom: Test Mode for Start of Year and Tax Code Uplift Processes

Delivered new feature in update 6 (June), which 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), which 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), which 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), which 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), which will also be included in the August quarterly update.

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), which 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), which 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), which will also be included in the August quarterly update.

02 JUN 2017

Oracle Fusion Compensation Management: Manage Progression Grade Ladder Formula Selection Filter

Delivered new feature in update 6 (June), which 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 Payroll: Payroll Costing Report by Element Classification

Delivered new feature in the May quarterly update.

The following features are included in the March Quarterly update.

02 JUN 2017

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

Delivered new feature in the March quarterly update.

17 MAR 2017

Oracle Fusion Global Human Resources for Canada: Global Absence Element Uptake

Delivered new feature in the March quarterly update.

17 MAR 2017

Oracle Fusion Global Human Resources for Canada: Involuntary Deductions: Enhanced Protected Pay Rules

Delivered new feature in the March quarterly update.

17 MAR 2017

Oracle Fusion Global Human Resources for Canada: Reporting Information Card

Delivered new feature in the March quarterly update.

The following features were delivered via monthly updates.

17 MAR 2017

Oracle Fusion Global Payroll: Manage BackFeed Data

Document Updated. Revised feature description.

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), which will also be included in the March quarterly update.

14 FEB 2017

Oracle Fusion Global Human Resources for the United Kingdom: Statutory Sick Pay

Delivered new feature in update 1 (February), which will also be included in the March quarterly update.

14 FEB 2017

Oracle Fusion Global Human Resources for the United Kingdom: Statutory Adoption Pay

Delivered new feature in update 1 (February), which will also be included in the March quarterly update.

14 FEB 2017

Oracle Fusion Global Human Resources for the United Kingdom: Statutory Paternity Pay

Delivered new feature in update 1 (February), which will also be included in the March quarterly update.

14 FEB 2017

Oracle Fusion Global Human Resources for the United Kingdom: Statutory Maternity Pay

Delivered new feature in update 1 (February), which will also be included in the March quarterly update.

14 FEB 2017

Oracle Fusion Global Human Resources for the United Kingdom: Shared Parental Leave

Delivered new feature in update 1 (February), which will also be included in the March quarterly update.

14 FEB 2017

Oracle Fusion Global Payroll: Manage BackFeed Data

Delivered new feature in update 1 (February), which will also be included in the March quarterly update.

17 JAN 2017

Created initial document

Overview

This guide outlines the information you need to know about new or improved functionality in Oracle HCM Cloud Release 12. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

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

Suggested Reading for all HCM Products:

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):

Additional Optional Reading:

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

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. 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.

Release Feature Summary

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.

Action Required to Enable Feature

Feature

Automatically Available

End User Action Required

Administrator Action Required

Oracle Service Request Required

Compensation

View Salary Components

Route Individual Compensation Approvals Based on Salary

Workforce Compensation Personalization

Manage Progression Grade Ladder Formula Selection Filter

Salary Range Differentials

Benefits

Benefits Billing

Improved Self-Service Benefits Pages

Global Payroll

Calculate Accrual Balances in a Payroll Flow

Manage BackFeed Data

Payroll Costing Report by Element Classification

Enable Reports to Process Following an Errored Task

New Configuration Options for Personal Payment Method Page

Payroll for Canada

Involuntary Deductions: Enhanced Protected Pay Rules

Reporting Information Card

Global Absence Element Uptake

Absence Elements: Discretionary and Final Disbursement Absence Payments

Employee Active Payroll Balance Report

Reporting Mode: Draft and Final Mode for End-of-Year Reports Process

Payroll for China

Nontaxable Employee and Employer Contribution Thresholds Amounts

Payroll for Kuwait

Social Insurance 2015 Enhancement

Electronic Fund Transfer Template Update

Payroll Cycle Flow Update

Report 56 Enhancement

Payroll for Qatar

Payroll Base Data

Payroll Data Capture

Automatic Calculation Card Creation

Social Insurance Calculations

Gratuity Calculations

Involuntary Deduction Element Template

Statement of Earnings

Payroll for United Kingdom

Statutory Sick Pay

Statutory Adoption Pay

Statutory Paternity Pay

Statutory Maternity Pay

Shared Parental Leave

Test Mode for Start of Year and Tax Code Uplift Processes

Interchange Reference Control Number for Incoming Messages

Unique Reporting Reference for New Court Orders

Statutory Sick Pay for Employees Working Overnight Shifts

Configure Average Weekly Earnings

Court Orders – DEO Reference Number Output on BACS File

Payroll Validation Report – Change to Excel Output

XML Message Retrieval Support from HMRC Data Provisioning System

Processing Benefits in Kind through payroll

Legislative Updates for Tax Year 2018-19

XML Format for RTI Outgoing Files

Benefits in Kind – Car and Car Fuel Rates for Tax Year 2018-19

Legislative Updates

Support for XML Format Submission for all RTI Outgoing Files

Full Payment Submission (FPS) Breakdown to Smaller Files

Gender Pay Gap Reporting

Scottish Income Tax Rates and Bands

P11D- Employee Benefits and Expenses Reporting

Payroll for United States

Electronic Income Withholding Orders Inbound Process

Enhanced Deductions At Time of Writ Support

Enhanced Form 1494 Exemption Amount Derivation

Involuntary Deductions Sub Processing Order Defaults

Electronic Income Withholding Orders Inbound Process Enhancements

Third-Party Periodic Tax Filing Audit Report Detail Enhancements

Third-Party Quarterly Tax Filing Extract Enhancement for Amended Quarter Filings

Third-Party Quarterly Tax Filing Extract Vendor Enhancements for Fourth Quarter

Employee Active Balance Report Enhancements to Include New Balances

New York Family Leave Insurance Support

Guam Support

Run US Tax Balance Adjustment Process

Enhanced Year-Begin Process

Enhanced Ohio School District Tax Calculation

Puerto Rico Young Entrepreneurs Act

e-IWO Enhanced Search Capabilities

Third-Party Periodic Tax Filing Extract Inclusion of Payroll Frequency

Involuntary Deduction Fee Priority

Involuntary Deduction Disposable Income Recalculation

e-IWO Audit Report Enhancement

Tax Withholding Card Enhancement for Guam

e-IWO Inbound Process Enhancement

Global Payroll Interface

Manage BackFeed Data

Integration with ADP Global Payroll

Deleted Data Report

Country Support For Payroll

Interface

France: New Calculation Card: Hardship Factor

France: Statutory Deduction Calculation Card Enhancement

France: Pension and Welfare Calculation Card Enhancement

Work Force Rewards Transactional Business Intelligence

New Dimension: Benefit Person Habits

New Dimension: Open Enrollment and Benefit Legal Disclaimer

New Attributes and Performance Enhancements for Compensation OTBI

Compensation Manager List

New Sample Compensation Analyses

New Subject Area: Payroll Balances

Real Time

Compensation

Compensation and Total Compensation Statement

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

View Salary Components

You can now view salary components from compensation history, when a worker’s salary basis is configured to use components to itemize the salary adjustment. Previously, it did not display components when a worker’s salary basis used components.

Steps to Enable

There are no steps necessary to enable this feature.

Route Individual Compensation Approvals Based on Salary

You can now use attributes of the worker’s salary record to route approvals for individual compensation awards. The compensation administrator or HCM application administrator role configures the approval rules.

Steps to Enable

There are no steps necessary to enable this feature.

Workforce Compensation Notification Personalization

As a Human Resources (HR) or Compensation Administrator, you can now personalize workforce compensation notifications.

Personalizing Workforce Compensation Notifications

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

Personalizing Salary and Compensation Approval Notifications

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

Edit Labels, Color, and the Page Layout

Custom Text and External Links to the Page

Steps To Enable

There are no steps necessary to enable this feature.

Manage Progression Grade Ladder Formula Selection Filter

When you enter formulas on the Manage Progression Grade Ladders page, you can optionally define the transaction dates and the salary calculation method to use a formula. You are prompted to select the formula to use. The list of formulas is now filtered by formula type. The grade step formula, salary update formula and rate synchronization formula fields allow you to select from formulas with type Salary Progression Date Determination Rule. The salary calculation rule formula field allows you to select from formulas with type Salary Progression Rate Determination Rule.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

Key Resources

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

Salary Range Differentials

Create salary rate differentials in the compensation work area. Configure the salary range differential profile by location and vary it over time using date effectivity.

Steps to Enable

There are no steps necessary to enable this feature.

Benefits

Benefits

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

Benefits Billing

Benefits administrators can bill retirees, dependents or employees on unpaid leave of absence directly for benefit plan costs instead of charging through the payroll deduction process. They can:

Prepare and Generate Charges Individually

To prepare and generate charges for an individual, go to the Enrollment work area, enter the effective date and search for the person, and select them. The Benefits Service Center page appears. From the Tasks panel tab, select the Manage Benefit Coverage Charges task available in the Manage Billing section.

  1. Click Create. A window appears to enable you to select the billing year and the billing calendar for the charges. What you see depends upon your organization’s business practices, for example, they may have set up different calendars and schedules for several years.
  2. Create Benefit Coverage Charges Window

  3. Select or retain the calendar and billing year to prepare the charges for your selected participant.
  4. Select the period from when to start generating the billing charges. For example, if you want to start billing from January, select January as the billing period. Charges and bills are generated until you stop billing for the participant.
  5. Click Prepare Charges and you receive a message that the bill has been prepared for the period, so click OK. The application prepares the charges for the plan type or plans and options the participant is enrolled in.
  6. You can see that the charges have been prepared as they appear in the Billing Period table. You can see the billing period the charge is prepared for, which is for January in the example, and you can also see the dates the billing period covers, the bill number, the total amount due, and that the billing status is open. While the status is open you can make edits to the charges right up to generating the charges. After that, you’ll no longer be able to edit the details.

    The Link to the Review Benefit Coverage Charges Page

  7. Click the billing period link to open the Review Benefit Coverage Charges page, enabling you to check the detail and make any edits, if required.
  8. Review Benefit Coverage Charges Page, Billing Details Region

    Review Benefit Coverage Charges Page, Coverage Region

    You can see the detail of the prepared charges in the Coverage region, including the prepared charges for the program, plan type or plans the participant is enrolled in and the option, such as Employee only, and the amount due for each row. For example, in the first row you can see the amount due for the plan and option is $316.00.

    You can also see the total amounts included in the bill in the Billing Details region, along with the bill number. You can see the bill amount is $656.00 in our example. This is the current amount due which is the total of all the amounts due per plan: $316.00 for the Healthy HMO plan, Employee only, $150.00 for White Dental, Employee only, $130.00 Wellness and $60.00 for Better Vision, Employee Only. You can also see the past amounts due, such as any outstanding amounts from a previous bill, or any other amounts due – such as an amount owing from a legacy system. These bill amounts, past amount due and other amount are totaled and appear in Total Amount Due. In our example, as the only amounts to be billed are for the plans, the Bill Amount and the Total Amount Due are the same, which is $656.00.

  9. Make any edits required before generating the bill, such as changing the overall amount due or the amount due for a plan.
  10. Click Generate Charges when you are satisfied with the prepared charges, and you receive a message that bill generation is complete for that period, so click OK. You are returned to the Manage Benefit Coverage Charges page.
  11. The billing status changes from open to unpaid, and you can no longer make edits to this bill. Once the participant pays the bill, the status changes to Fully Paid.
  12. Select the Billed Enrollments tab if you want to see the detail, or if you want to change the address the bill is sent to, or to stop the bill being sent.
  13. Billed Enrollments Tab

  14. Select Update from the Actions menu to make any changes required such as to the billing address or to stop billing for an individual plan. For example, you might want to stop a plan being included in the bill, or stop the whole bill.
  15. The primary address is used to prepare the charges by default, but if you want to use an alternative address, deselect the Use primary address check box, and enter the alternative address in the address fields.
  16. If you want to exclude an individual plan from the bill, select the appropriate check box alongside the plan. If you don’t want to send the bill, check the Stop Billing check box under Person Details. (If you have only just generated the charges, however, it is unlikely you’ll want to take this action.)
  17. Save your changes.

Prepare and Generate Charges in Bulk

Before you run the processes, you need to add the participant to a benefits group.

To prepare and generate charges in bulk, go to the Evaluation and Reporting work area. From the Overview page, select the Processes tab, and select the Prepare Benefit Coverage Charge Data process from the Billing Processes section. Click Submit.

  1. Select the effective date.
  2. Select or retain the billing year and period.
  3. Select the benefits group. Alternatively, if you want to run the preparation process for one person, select the person’s name from the Person Name list.
  4. Click Submit. Once the job has completed successfully, you can view the details using the report.
  5. Select the Prepare Benefit Coverage Charge Data process from the Billing Processes section. Click Submit.

  6. Select the effective date, billing year, billing period, and benefits group or person you selected in the previous parameters.
  7. Click Submit. Once the job has completed successfully, you can view the details using the report.

Irrespective of whether you prepared and generated the coverage charges individually through the user interface or created them in bulk using these processes, you can now send the bill to the participant.

Record Payments

Once the participant sends the payment for their benefits coverage, you need to record the payment. You can record payment, and also drill down and view details of any previous payments the person has made in that calendar year. Select the Manage Benefit Coverage Payments task, available from the Enrollments work area.

The page displays the year-to-date total at the top of the page, including the year-to-date charges, payments made and the current amount due. If the participant phones up and wants to know further details, such as the total amount due or the balance they owe, you can see the detail at a glance and answer their queries.

Manage Benefit Coverage Charges Payments Page

  1. Click Create to open the Record Payment page.
  2. Record Payments Page

  3. Enter the basic payment details such as the type of payment received, for example a cheque/check or postal order and enter the number, such as the cheque or check number, in the Payment ID field.
  4. Enter the bill number, the date the payment is recorded, the payment organization details, such as the name of the bank and any comments, if required.
  5. The Bill Amount and Amount Due fields show what the participant owes for each plan type or plan and option. The Payment Made field is zero for each plan type or plan and option.

  6. Enter the amount paid and press TAB.
  7. Once you tab out of the field, the application subtracts the payment made from the bill amounts and amounts due, and updates the payment made. The application settles the oldest bills first, and the highest cost option, which is most likely Medical, until it has allocated the payment made fully. You can see the sequence in which the application allocates the payment in the Sequence column.

  8. Save and close. If the participant has sent several payments for the same bill, you can also record the next payment against the same bill number. If the participant has under- or over-paid, the application handles these different scenarios by subtracting or adding the under- or over-paid amounts to the next charges and bill generated.

Record Payment Without a Bill

The participant can make payments without a bill being generated or sent. Select the Manage Benefit Coverage Payments task, available from Tasks panel tab in the Enrollments work area.

  1. To record payment without a bill, click Create and then the Record Payment Without Bill option.
  2. This page is similar to the Record Payments page, but the programs, plan types, plan and options don’t display, because at this point in time, the participant’s charges or bill have not yet been generated.

    Record Payments Without Bill or Make Manual Adjustments Page

  3. Enter the payment details such as the unique payment identification, the payment amount made, the date the payment is recorded, payment organization name and any comments.
  4. Ensure that you select the Credit option, if you want the amount to be credited to the person.
  5. Save your changes. The application subtracts the amount paid from the next bill when the charges are generated. If the person pays in full for that period, there will be no charge or bill generated. If the participant under or over pays, that amount will be added to or subtracted from the coverage charges and bill the next time.

Make Manual Adjustment

You can also make any manual adjustments using this option too. For example, if the person is due a credit, or if you have entered a payment against the wrong person or entered an incorrect amount.

  1. To make an adjustment, click Create, then select the Record Payment Without Bill option.
  2. Enter the adjustment details such as the adjustment amount made, the date the adjustment is recorded and the organization name.
  3. Ensure that you select the Credit option if the amount is to be credited to the person, or select the Arrears option to increase the due amount. If the amount is to be deducted.
  4. Enter any comments to support the adjustment, especially for arrears, such as “Entered the amount against the wrong person so adjusting it out", or "Entered the wrong amount so changing to the correct amount".
  5. Save your changes.

Steps to Enable

Before you can use the benefits billing, you need to set up at least one billing calendar to schedule when the charges are generated, and the day on which the payments are due and payments become overdue. Select the Manage Year Periods and Billing Calendars task, which used to be called Manage Year Periods, from the Setup and Maintenance work area or from the Plan Configuration work area. A new tab called Billing Calendars is now available.

  1. Select the Billing Calendars tab and click Create to open the Billing Calendars page.
  2. Create Billing Calendar Page

  3. Enter the basic details, such as the calendar name and select Monthly as the billing frequency, as we only deliver monthly billing in this release.
  4. Enter the period type, such as Calendar for a calendar year, and enter a description of the billing calendar.
  5. Enter the number of days past the payment due date that qualify a payment as overdue, and also enter the number of days after the billing period begin date that the payment is due.
  6. Click Generate Billing Periods, and the Generate Billing Periods popup appears.
  7. Generate Billing Periods Window

  8. Select the start and end year within which to generate the billing periods. For example, if you want to create billing periods for five years, you could select 2016 as the start year and 2021 as the end year. Select OK and the application creates and displays the generated billing periods.
  9. The right numbers of billing periods are generated and appear for the start and end years you previously selected. The billing period name is generated from the calendar name, appended by the billing period. For example, if you had a calendar name of ‘Any Company Retirees’ , then the billing periods would be named Any Company Retirees_2016_January, Any Company Retirees_2016_February, and so on. The periods start and end dates, payment due date and payment overdue dates are generated.

    Create Billing Calendar Page

  10. Edit the billing period names, payment due or payment overdue dates, if required. You overtype the generated billing period name if you want to change it, or you select a different payment due date or overdue date from the calendar if you want to change one of those. For example, you might want to change the payment due date or overdue date for a specific billing period around public holidays.
  11. Click Save and Close. You can now use the calendars and billing periods to prepare and generate charges.

Role Information

If you are not using the predefined reference roles, then you need to ensure that the transaction analysis duty role that secures the new subject area is mapped to relevant job roles. This table identifies the required transaction analysis duty role and suggests target job and abstract roles. You can add the duty role to different roles if you prefer.

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

Transaction Analysis Duty Role

Job or Abstract Role

Benefits Enrollment Maintenance Duty

ORA_BEN_BENEFITS_ENROLLMENT_MAINTENANCE_DUTY

Employee, Benefits Administrator and Benefits Manager

Improved Self-Service Benefits Pages

Participants can now use the improved self-service overview pages to perform these functions:

Filter Plans and Options

Participants can now filter the offerings, by plan and option, in each enrollment step to show only what's relevant to them and hide what isn't.

Plan and Option Filters in an Enrollment Step

Steps to Enable

To enable filters, administrators must perform the following steps:

  1. In the Plan Configuration work area, open the Configure Plan Type Grouping Display task.
  2. On the Self-Service Usage tab, select the Show Filters check box for a plan group to display filters for that group's offerings on the self-service pages.

Additional Information About Each Enrollment Step

An information icon available in each train stop enables participants to learn more about the offerings before deciding to enroll. Administrators enter the information in the Plan Configuration work area.

Information Icon in an Enrollment Step

Steps to Enable

To enter information, administrators must perform the following steps:

  1. In the Plan Configuration work area, open the Configure Plan Type Grouping Display task.
  2. On the Self-Service Usage tab, select the plan group.
  3. In the Self Service Description Text section, enter the information for the selected plan group.

Benefits for the United States

Affordable Care Act Override Upload (United States Customers only)

You generate your 1095-C report for employees once a year in the United States, at the end of the year, but if you implemented Benefits midyear some of the data required for reporting might not be available in the Benefits application. That’s because some of it might still exist in the legacy application. That means that your report might be inaccurate and not show what was offered for a proportion of a year. We now deliver a spreadsheet that enables you to add any missing benefits that you provided in your previous legacy application, and override any incorrect values so you can generate your 1095-C report.

To override or add missing values required in the 1095-C report, go to the Evaluation and Reporting work area, and select the Person Data Loaders tab. A new task called ACA Override Report is available. This task launches a new spreadsheet for you to upload the missing or incorrect data.

  1. Enter the effective date, which is usually the last day in the year for which you are generating the report, such as 31st December.
  2. Enter the details for the people missing data, such as the person number, person name and so on. The ACA Report Line Number corresponds to lines in the ACA report that you want to override. For example, Line 14 is Offer of Coverage Line 15 is Employee share of lowest cost, and so on.
  3. Select the data pertaining to the missing years that you want to upload, and then enter the appropriate values in the months.
  4. Upload the spreadsheet to apply the changes.

If you need to delete the override, you launch the spreadsheet again, enter the details, such as the person number, person name, ACA report line number, and the year. Then select Yes and upload the spreadsheet.

Steps to Enable

There are no steps necessary to enable this feature.

Role Information

If you are not using the predefined reference roles, then you need to ensure that the transaction analysis duty role that secures the new subject area is mapped to relevant job roles. This table identifies the required transaction analysis duty role and suggests target job and abstract roles. You can add the duty role to different roles if you prefer.

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

Transaction Analysis Duty Role

Job or Abstract Role

Manage ACA Upload (BEN_ACA_UPLOAD_PRIV), added

to the Benefits Process and Report Administration Duty

(ORA_BEN_BENEFITS_PROCESS_AND_REPORT_ADMINISTRATION_DUTY)

Benefits Administrator and Benefits Manager

Key Resources

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

Payroll

Global Payroll

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

Calculate Accrual Balances in a Payroll Flow

Simplify payroll preparation by submitting a process to calculate accrual balances for workers assigned to accrual plans. You can now submit the same task used by Oracle Fusion Absence Management, Calculate Accruals and Balances, from the Payroll Checklist or Payroll Calculation work areas. Incorporate this task in your standard payroll run by adding it to your flow pattern.

When you submit the process you complete the parameters shown in the following table.

Submission Parameters

Parameter Descriptions

Effective Date

The only required field, the effective date identifies the accruals and balances to calculate for the accrual period.

Person

Name of the worker whose accrual is calculated.

Business Unit

Name of the business unit for the workers whose accrual is calculated.

Legal Employer

Name of the legal employer of the workers whose accrual is calculated.

Person Selection Rule

Name of the rule that limits processing to a specific group of workers.

Payroll

Name of the payroll assigned to workers whose accrual is calculated.

Changes Since Last Run

List of values include:

  • Assignment changes since last run: Accruals calculated for persons if the assignment record is updated after the period end date of the last accrual period processed.
  • Assignment events since last accrual run: Accruals calculated for persons who have unprocessed payroll accrual events.

After the Calculate Accruals and Balances process completes, search for the person in the Person Management work area, and use the Manage Absence Records to verify the updated value.

Steps to Enable

To include the Calculate Accruals and Balances task to your standard payroll run, add it to your flow pattern, following the usual steps.

Key Resources

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

Manage BackFeed Data

Use the Manage Payroll Interface Inbound Records task in the Payroll Administration work area to view, edit, and delete imported data including payslip data.

On the Manage Payroll Interface Inbound Records page:

Filter Imported Data

Select Payroll Data in the Record Type field to View, Add, Edit, and Delete

Payment Information

Message Information

Manage Payroll Interface Inbound Records

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

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

Payroll Costing Report by Element Classification

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

Steps to Enable

There are no steps necessary to enable this feature.

Enable Reports to Process Following an Errored Task

You can now define a flow pattern and allow reports to process within the flow, even if the proceeding task completed in error. You can now allow them to process. All reports which need to be executed irrespective of a previous task error, should have the new ‘Process After Error’ checkbox selected.

Manage Pattern Flows Setup Page with Process After Error Checkbox

Steps to Enable

To use the functionality, administrators must perform the following steps:

  1. Select the Manage Payroll Flow Patterns task in the Payroll Checklist work area, and search for your flow pattern.
  2. Click Edit.
  3. Select the Tasks tab. For each report, select the flow task and select the checkbox in the ‘Process After Error’ column.
  4. Click Save to save the changes.

New Configuration Options for Personal Payment Method Page

You can now use the Payroll User Interface Configuration formula type to display the Organization Payment Method list of values on the Personal Payment Method page. When this list of values is displayed, you also have the ability to limit the values available to employees when Personal Payment Methods are being created. Once you create the formulas, you can attach the formula names to their corresponding preferences in the Payroll User Interface Configuration user-defined table.

The following two formulas for Organization Payment Methods have been added:

Formula Name

Purpose

Show Organization Payment Method on Simplified User Interface

Allows the choice to display the Organization Payment Method list of values on the Personal Payment Methods page.

Organization Payment Methods Available to Workers

Allows the values in the Organization Payment Method list of values to be restricted and only applies when the Show Organization Payment Method on Simplified User Interface formula is set to display the Organization Payment Method.

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

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

Payroll for Canada

Payroll for Canada supports country specific features and functions for Canada. It enables users to follow Canada’s business practices and comply with its statutory requirements.

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

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:

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 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:

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.

Reporting Information Card

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:

Additionally, several items are now defaulted and automatically created. The enhancements to the UI include:

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.

Global Absence Element Uptake

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:

Absence and accrual balances are displayed in the following:

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.

  1. Create rate definitions to use in calculating accrual and liability balances.
  2. Create absence element and eligibility.
  3. 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)

  4. Create derived factors, if applicable.
  5. Create eligibility profile.
  6. Create an absence plan and ensure the following is defined for payroll:
  7. Create absence types and associate them to the absence plans.
  8. Enroll employees in the absence plan.
  9. Process the Run Accruals for Selected Plan task action (for approvals).
  10. Record an absence for the employee.
  11. 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.

  12. Process payroll.
  13. View absence balances in the SOE.
  14. Process payslip and other reports.

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.

  1. Select the transfer absence payment information for payroll processing check box.
  2. Select the element for the plan in the Element field (this element is the absence element created in payroll).

Key Resources

For more information on absences in Canada, go to My Oracle Support for the following White Papers:

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:

  1. Does this plan enable balance payments when enrollment ends?
  2. Does this plan enable partial payment of balance?

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

Discretionary Disbursement Element

Final Disbursement Element

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

EI Allocation

EI Hours

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:

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:

The parameters of the Employee Active Payroll Balance report are:

The Balance Group Usage parameter is a defined group of balances used for reporting. There are six usages preconfigured by Oracle:

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:

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.

  1. Click the txt file created by the process and save it.
  2. Open Excel.
  3. Click the Data tab, and then click From Text.
  4. Navigate to the saved txt file and select it. This will engage the Text Import Wizard.
  5. Select Delimited.
  6. Click the My data has headers checkbox, and then click Next.
  7. 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.
  8. When you are happy with the results, click Finish.
  9. 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:

  1. Navigate to Payroll Calculation > Manage Balance Definitions. If you want to use pre-defined balances, skip these steps and create the new balance group.
  2. Click Create.
  3. Select the Legislative Data Group, and click Continue.
  4. Add the Payroll Balance details, and click Next.
  5. On the Balance Dimensions page, click Select and Add.
  6. Search for and select the Dimension Name (for example, Relationship Tax Unit Run or Relationship Tax Unit Year to Date).
  7. Click Apply, and then Done.
  8. Click Next, Submit, and then OK.

To create a new balance group:

  1. Navigate to Payroll Calculation > Manage Balance Groups.
  2. Click Create.
  3. Select the Legislative Data Group, enter a Name, and then click Continue.
  4. Click Submit.
  5. In the Balance Group Overview pane, click Balance Definitions, and then click Select and Add.
  6. 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.
  7. 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).
  8. Click Submit.

To create a new balance group usage:

  1. Navigate to Payroll Calculation > Manage Balance Group Usages.
  2. Click Create.
  3. Select the Legislative Data Group, enter a Name, select the newly added Balance Group, and select Matrix.
  4. Click Continue.
  5. In the Balance Group Usages pane, select Matrix Items.
  6. In Matrix Items, click Create.
  7. 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.
  8. 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).

  9. To sort the balances in the group, select Sorting to define the sequencing.
  10. 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:

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

Payroll for China

Payroll for China supports country specific features and functions for China. It enables users to follow China’s business practices and comply with its statutory requirements.

Nontaxable Employee and Employer Contribution Threshhold 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.

Steps to Enable

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 non taxable contribution threshold amounts will be used in the calculations, if, apart from nontaxable contribution threshold amounts, the nontaxable contribution rates and/or non taxable contribution base amounts are set up at the Payroll Statutory Unit, Tax Reporting Unit and the Payroll Relationship level.

Payroll for Kuwait

Payroll for Kuwait supports country specific features and functions for Kuwait. It enables users to follow Kuwait’s business practices and comply with its statutory requirements.

Social Insurance 2015 Enhancement

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

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

Employer Gratuity Card

Employee Social Insurance Card

Steps to Enable

There are no steps necessary to enable this feature.

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 at the Employee Level: Edit National Identifiers Screen

MOSAL ID at the Employee Level: Person Management Screen

Steps to Enable

There are no steps necessary to enable this feature.

Payroll Cycle Flow Update

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.

Report 56 Enhancement

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.

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.

Payroll Base Data

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

Payroll Data Capture

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

Social Insurance Calculations

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

Gratuity Calculations

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

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

Statement of Earnings

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

Steps to Enable

There are no steps necessary to enable these features.

Payroll for the United Kingdom

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

Statutory Sick Pay

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:

Sickness Absence Entry Screen

Steps to Enable

The following steps are required to use the feature:

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.

Statutory Adoption Pay

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:

Adoption Absence Entry Screen

Steps to Enable

The following steps are required to use the feature:

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.

Statutory Paternity Pay

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:

Paternity Absence Record Screen

Steps to Enable

The following steps are required to use the feature:

Paternity Absence 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.

Statutory Maternity Pay

The new feature enables you to process statutory maternity 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 maternity pay feature, you can:

Maternity Absence Record Screen

Steps to Enable

The following steps are required to use the feature:

Maternity Absence 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.

Shared Parental Leave

The new feature enables you to process shared parental leave 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 shared parental leave feature, you can:

Shared Parental Leave Absence Record

Steps to Enable

The following steps are required to use the feature:

Shared Parental Leave Agreement Template 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.

Test Mode for Start of Year and Tax Code Uplift Processes

Run the Start of Year process and Tax Code Uplift Process in Test mode. This enables you to view the updates to the employees’ tax code prior to running the processes in Live mode.

Submission Type set to Test to Run in Test Mode

Steps to Enable

There are no steps necessary to enable this feature.

Interchange Reference Control Number for Incoming Messages

You can now validate the Interchange Control Reference (ICR) numbers during file upload for incoming HMRC messages such as: P6 P6B P9 EDI Upload Process, NINO Verification Reply and Student Loan EDI Upload Process. This ensures that the incoming messages are uploaded in the sequence in which they are issued by HMRC. Validations include duplicate check as well as a gap in the sequence of the ICR number. You can disable the validations by setting the Validation Interchange Reference parameter to No. You must ensure this is done the first time you upload a file to initialize the ICR on the first run, otherwise the process will fail.

The Upload File task is no longer available. You can now upload the incoming files directly to the UCM server, and pass the Content ID as a parameter to the flow. You can also automatically initiate this from a service flow.

Validate Interchange Reference Parameter

Interchange Control Reference Number

Steps to Enable

There are no steps necessary to enable this feature.

Unique Reporting Reference for New Court Orders

If the court order reference provided by the court is the employees NI number, you must use the Reference field to provide a unique reference and the Reporting Reference field to provide the reference as provided by the court. You cannot use the NI number as the Reference as it must be unique.

Unique Reference for Court Orders

Reference Provided by Court

Steps to Enable

There are no steps necessary to enable this feature.

Statutory Sick Pay for Employees Working Overnight Shifts

Statutory Sick Pay (SSP) now supports qualifying patterns that includes overnight shifts. When a shift starts and ends on a different day, the day that counts for SSP payment is the day the shift started.

Steps to Enable

There are no steps necessary to enable this feature.

Configure Average Weekly Earnings

Create your own average weekly earnings formula to calculate average weekly earnings. Eligibility to statutory payments is based on the employees Average Weekly Earnings calculated over a certain period known as the relevant period. The definition of the relevant period varies depending on the type of absence. It is automatically calculated based on payroll balances. However, there are certain circumstances where this calculation cannot be performed, for example if do not have the required license for payroll application, or for new joiners who have not been processed in payroll during the relevant period. In such scenarios, you can create and plug-in your own user-defined formula to calculate the average weekly earnings.

The payroll application uses the average weekly earnings formula hook in the following scenarios:

Within your own formula, you can derive the average weekly earnings, based on various sources (for example, salary basis). When you define your own formula, you must ensure that it is compliant with the rules and regulations set by HMRC.

Steps to Enable

Create a formula with the following name: UK_ABSENCES_AWE_OVERRIDE_FORMULA.

Court Orders – DEO Reference Number Output on BACS File

This feature enables you to identify and allocate the court order Deductions of Earnings Order (DEO) deductions made by employer for allocating payments correctly. When you allocate a DEO to an employee, the reference number is shown in the appropriate field of the BACS file payment line.

Where multiple DEOs are present for one employee, you must set up a third-party payee, one for each individual DEO so that this can be displayed on the individual BACS line for the payment. Note that the third-party set up for DEO in such cases should not be used by any other court order for that employee, DEO or otherwise.

Steps to Enable

There are no steps necessary to enable this feature.

Payroll Validation Report – Change to Excel Output

You can download the report results of the Payroll Validation report as an Excel spreadsheet and perform standard excel operations for further processing.

Steps to Enable

There are no steps necessary to enable this feature.

XML Message Retrieval Support from HMRC Data Provisioning System

You can now use the two new processes to retrieve XML format messages from HMRC’s Data Provisioning Service (DPS) and load this data to update the employee records.

You can retrieve the following incoming XML message types using the retrieve process:

Prerequisites

Before you start using the process for incoming retrieval, you must set up the tax reporting unit (TRU) related information. Using Manage Legal Reporting Unit HCM Information, set the following attributes for UK TRU RTI Information:

HMRC Incoming Data Retrieval Process

The HMRC incoming data retrieval process enables you to retrieve and store your organization data as described below:

Flow Pattern and the Parameters to Run the HMRC Data Retrieval Process

The file type determines which message type data is requested from the HMRC using the GOT number (from Legal Reporting Unit HCM Information page).

Controlling the Data Volume to Receive

You can control the retrieval of data in terms of how many records should be retrieved each time. Or, the number of iterations the process performs to fetch the data before it consolidates it into a single file for uploading.  You can do this by setting the two new action parameters in the Manage Payroll Configuration Process: 

If you do not provide the parameters, HMRC has their own default numbers that are used. If the number of records for that employer is lesser than the number you specify in the parameter, HMRC sends the number of records in their system.

Load HMRC XML File Process

The Load HMRC XML File process loads the records fetched from HMRC by the retrieval process and performs the following steps:

Flow Pattern and the Parameters to Run the Process

You must enter the File Type parameter to indicate the data type being uploaded.  The file types listed here are the same as in the retrieval process as shown below:

You do not have to provide a UCM ID: by default the process uses the earliest UCM ID that is not processed, that is, loaded for that particular file type. This ensures that files are loaded in the order in which they are received. However, if the exceptional case where you want to load files in a different order, you can provide the UCM ID.

Steps to Enable

There are no steps necessary to enable this feature.

Processing Benefits in Kind Through Payroll

You can process your employees’ taxable benefits in kind through the payroll using the new Taxable Benefits calculation card and its components. Indicate the benefits that you want to process through the payroll at the organization-level and set up the benefits data.

You can change this option to P11D reporting during the year. However, you cannot change the option back to processing through payroll again during the year. You can reset the option for the taxable benefits at the beginning of the new tax year.

You can process employee benefits that have tax implication through payroll (that is, taxable cash equivalent) and the employee is taxed in each period. The taxable income includes the value of taxable benefit.

The benefits are classified into benefit type prescribed by the HMRC as follows:

Organization Information

A new Taxable Benefits calculation card component is available in the tax reporting unit calculation card. Use this to indicate the benefits you want to process through payroll.

You can select all benefit types to process through payroll except the following:

You must still report the exceptions using the P11D at the end of the year as per the HMRC requirement.

If you do not create a calculation component details for Taxable Benefits at TRU-level, no benefits are processed through payroll. You must report them using the P11D at the end of the year.

If you create a calculation component details for Taxable Benefits for any benefit type, but do not indicate an option for any of the benefits listed, they will not be processed through payroll.

TRU New Calculation Component – Taxable Benefits

Taxable Benefits Calculation Card

You must use the new Taxable Benefits calculation card under the component group Benefits. To process benefits through payroll, the employees must have this calculation card created for them.

Creating the Taxable benefits calculation card

To create the taxable benefits calculation card:

  1. Select the Manage Calculations Cards task from the Payroll Calculations work area.
  2. Search for and select the person for whom you want to create the calculation card.
  3. Navigate to => Manage Calculation Cards and Add a Calculation Component.

  4. Click Create:
  5. Create Taxable Benefits Calculation Card for the Employee First

  6. Enter the effective date and select Taxable Benefits.
  7. Click Add to add a calculation component:
  8. Add the Calculation Component for the Benefit by selecting from the List

  9. Select the relevant calculation component and enter the component details.
  10. Click Save.

Each benefit has its own component details structure to enable you to enter the required information to process that benefit.

Elements for Benefits in Kind

When you create a benefit component for the person, an element is also created for each benefit type. One or both of the following two elements entries are created:

Benefits with simple basic information have one element entry – the calculation element, whereas other benefits where interim calculations are performed or rates fetched, for example, have both the above element entries created.

Balances for Benefits in KIND

Each benefit type has a balance delivered in the payroll process. The following is the list of all the balances:

Balance

Balance Category

Assets Transferred

Taxable Benefits

Payments on Behalf of Employee

Taxable Benefits

Mileage Allowance Taxable Passenger Payments

Taxable Benefits

Mileage Allowance Taxed

Taxable Benefits

Mileage Allowance Taxable Payments

Taxable Benefits

Mileage Allowance Payments

Taxable Benefits

Vouchers and Credit Cards

Taxable Benefits

Car Benefit

Taxable Benefits

Car Fuel Benefit Charge

Taxable Benefits

Van Benefit

Taxable Benefits

Van Fuel Benefit Charge

Taxable Benefits

Private Medical

Taxable Benefits

Qualifying Relocation Expenses and Benefits

Taxable Benefits

Service Supplied

Taxable Benefits

Assets at Employee Disposal

Taxable Benefits

Other Items Class 1A

Taxable Benefits

Other Items Non-class 1A

Taxable Benefits

Entertainment Expense Payments

Taxable Benefits

Payment For Use of Home Phone Expense Payments

Taxable Benefits

Non-qualifying Relocation Expenses Payments

Taxable Benefits

Travel and Subsistence Expenses Payments

Taxable Benefits

Travel and Subsistence Expenses Payments

Taxable Benefits

Other Expenses Payments

Taxable Benefits

Living Accommodation

Taxable Benefits

Interest Free Loans

Taxable Benefits

NIable Earnings for Class 1A NICs

Total Taxable Benefits

Assets Transferred Taxation Period

Information

Payments Made on Behalf of Employee Taxation Period

Information

Vouchers and Credit Cards Taxation Period

Information

Car and Car Fuel Benefit Taxation Period

Information

Van and Van Fuel Benefit Taxation Period

Information

Private Medical Taxation Period

Information

Services Supplied Taxation Period

Information

Assets at Employee Disposal Taxation Period

Information

Other Items Taxation Period

Information

Expense Payment Taxation Period

Information

Balance Feeds

To process a benefit through payroll, the benefit types are fed by the relevant balance feeds for appropriate calculations and processing. Balance feeds to other non-benefit type balances ensures that the cash equivalent calculated for a benefit processed through payroll is correctly accounted for tax. Balance feed to the new National Insurance Class 1A balance ensures that the calculation of your employer liability is performed so you have this value to fulfil your obligations of reporting to HMRC.

The following table includes details of the balances that feed each benefit type:

Benefit Type

Benefits Taxed through Payroll

Taxable Pay

NIable Pay

NIable Earnings for Class 1A NICs

Assets Transferred

Y

Y

N

Y

Payments Made On Behalf Of Employee

Y

Y

N

N

Vouchers and Credit Cards

Y

Y

N

N

Mileage Allowance and Passenger Payments

Y

Y

Y

N

Cars and Car Fuel

Y

N

Y

Y

Vans and Van Fuel

Y

N

Y

Y

Private Medical Treatment or Insurance

Y

Y

N

Y

Qualifying Relocation Expenses

Y

Y

N

Y

Service Supplied

Y

Y

N

Y

Assets Placed At Employee Disposal

Y

Y

N

Y

Other Items

Y

Y

Y

Y

Expenses Payments

Y

Y

N

N

Steps to Enable

There are no steps necessary to enable this feature.

Legislative Updates for Tax Year 2018-19

To comply with the legislative updates announced for tax year 2018-19, the following are updated as follows:

Steps to Enable

There are no steps necessary to enable this feature.

XML Format for RTI Outgoing Files

HMRC is decommissioning the EDI channel for all communications and submission and will only support XML file format transmissions. You must create and send your RTI outgoing files in the XML format for NINO Verification Request (NVREQ).

HMRC File Submission Process

To submit the NVREQ file to HMRC, you must generate a LIVE NVREQ file. You could then send this as either a test file, or as a live file. All new RTI processes delivered for the tax year 2018-19 will generate files for submission only in XML format. You must first run the required RTI process to generate the file for submission.

Once the data file has been generated from your RTI processes for NINO Verification (NVREQ), you can then run the new process HMRC File Submission Process. This process prepares and sends the XML file using the government gateway.

The HMRC File Submission process enables you to do the following:

You can use the retry option, if required. On retry, if a Correlation ID is present in the archive, the process will skip the submit phase and will resume from the poll phase.

Steps to Enable

There are no steps necessary to enable this feature.

Benefits in Kind – Car and Car Fuel Rates for Tax Year 2018-19

To process calculations for car or van through payroll, new rates for car and car fuel and van and van fuel will be applied with effect from April 2018.

Updates related to car and car fuel benefits, and van and van fuel benefits are available for the tax year 2018-19:

Steps to Enable

There are no steps necessary to enable this feature.

Legislative Updates

You can now comply with the legislative requirements for the tax year 2018-19.

Scottish Rate of Income Tax (SRIT)

The following is a summary of budget changes delivered for the SRIT:

Statutory Payments

The thresholds for statutory payments are updated for the tax year as follows:

Statutory Payment Type

Weekly Amount (£)

Statutory Sick Pay (SSP)

92.05

Statutory Maternity Pay (SMP)

145.18

Statutory Paternity Pay (SPP)

145.18

Statutory Adoption Pay (SAP)

145.18

Shares Parental Pay (ShPP)

145.18

Pensions Automatic Enrolment

The thresholds for Pensions Automatic Enrolment are updated for the tax year:

Real Time Information – New Processes for 2018-19 and Support for XML

The following new processes are available for Real Time Information:

As HMRC will decommission the EDI channel, all the new processes now generate the data files in the XML format:

Steps to Enable

There are no steps necessary to enable this feature.

Support for XML Format Submission for all RTI Outgoing Files

HMRC will decommission the EDI channel for all communications and submission and will only support XML file format transmissions. You will now be able to create and send your RTI outgoing files in XML format for all your outgoing RTI files.

Full Payment Submission (FPS), Employer Payment Summary (EPS), Earlier Year Updates (EYU), and NINO Verification Request (NVREQ) will generate XML files. You can use the generic process that submits the files to HMRC gateway.

The XML File Submission Process

Once the data file is generated from your RTI processes, you can run the new HMRC File Submission Process. This process prepares and sends the XML file using the government gateway.

The process performs the following actions:

Process Parameters

You must run the new HMRC File Submission Process with the following mandatory parameters:

Viewing the Results of the Process

Steps to Enable

There are no steps necessary to enable this feature.

Full Payment Submission (FPS) Breakdown to Smaller Files

You can now create smaller files from Full Payment Submission (FPS) to aid the reconciliation of FPS submissions. To do this, you can create a lookup of Unique IDs and use this at the tax reporting unit (TRU) level to enable FPS process separate files for groups of employees.

To assign a TRU Unique ID to employees for a Statutory Deductions calculation card, create an association for the Unique ID required from the lookup list:

This controls the batch or unique ID in where the employee is reported.

The Full Payment Submission (FPS) process has a new parameter called Unique Part Identifier with the list of values from the lookup created for your Unique IDs:

Select the required Unique ID for which you wish to create the FPS output file when running the Full Payment Submission (FPS) process. This will select all the employees who have this Unique ID assigned and create the FPS output for only those employees.

Steps to Enable

To enable the list of values for the Unique IDs:

  1. Select the Manage Legal Reporting Unit HCM Information task.
  2. Select Organization Information EFF for UK Tax Reporting Unit Details:
  3. Enter the name in the Unique ID List field:

Tips and Considerations

The lookup table contains one predefined value of ‘Unassigned Unique ID. If you select this value, FPS will select all employees with no unique ID entered on their statutory card’s association with the TRU. This means you do not need to assign any unique ID to your population, and the FPS will run for the whole population.

Gender Pay Gap Reporting

You can use the new process Run UK Gender Pay Gap Report to extract data into a comma-separated values (CSV) file to calculate gender pay gap figures.

The following predefined balances are available for this process:

To maintain these balances, you must setup the balance feeds from the relevant elements.

Steps to Enable

There are no steps to enable this feature.

Scottish Income Tax Rates and Bands

You can comply with legislative changes announced by the Scottish Government recently for the tax bands for the year 2018-2019. The changes announced apply to the intermediate and higher rate bands as follows:

Scottish Rate of Income Tax (SRIT) Tax Bands

Rate

Percentage

Taxable Income (£)

Starter Rate

19

0 - 2,000

Basic Rate

20

2,001 – 12,150

Intermediate Rate

21

12,151 – 31, 580*

Higher Rate

41

31,581 – 150,000

Top Rate

46

Above 150,000

*The original proposed value was £32,423, but this was revised recently.

All other SRIT changes were previously included in Release 12, March Monthly Update.

Steps to Enable

There are no steps to enable this feature.

P11D- Employee Benefits and Expenses Reporting

You can use the new processes for calculating the cash equivalent values for your employee benefits and expenses to report on the P11D statements. In addition, you can also transmit this information in the form of an XML file to HMRC.

You must send your P11D(b) employer declaration together with the P11D employee data in the same file. Functionality has been added to allow you to modify the P11D(b) information before you submit the P11D data to HMRC.

The following new predefined processes are available:

You can leverage these processes to produce P11D reports, both online and PDF versions. The processes also generate the XML file with employee data and the P11D(b) employer declaration data that you can submit to HMRC.

You can run the process Run P11D Archive and Generate Reports to process the information entered on the Pensions and Benefits calculation card and card components. This data is used to produce the P11D employee statements, P11D(b) employer declaration, and to generate the XML file for transmission.

You must set the following parameters to run this process:

There are a set of manual tasks on this process that must be set as complete as described:

Once the XML file for P11D is generated, you can send it using the HMRC File Submission Process. The process is updated to show the P11D Archive and Generate Reports payroll flow in the Flow Pattern parameter.

Run the process Generate Paper P11D to produce P11D employee statements and P11D(b) as a PDF file for printing.

You must set the following parameters to run this process:

You can use the PDF file from this process to produce paper copies for your employees, as required.

The predefined templates for P11D statement and Worksheets are used.

Steps to Enable

There are no steps necessary to enable this feature.

Payroll for the United States

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

Electronic Income Withholding Orders Inbound Process

You can now receive and process e-IWO inbound support orders issued by state authorities. Once imported into storage tables, you can run the new Run e-IWO Process.

Running e-IWO Process

This process:

This report consists of four Microsoft Excel worksheets:

An email notification notifies parties when the inbound process is completed.

Steps to Enable

There are no steps necessary to enable this feature.

Enhanced Deductions At Time of Writ Support

You can now include the following time of writ deduction overrides for your federal tax levy calculations:

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

For more information about this, go to My Oracle Support and search for the following paper:

Enhanced Form 1494 Exemption Amount Derivation

Augment your federal tax levy processing through the calculation of your Form 1494 exemption amounts. The payroll process now uses the year you specify on the “Statement of Exemption Received Date” to determine these amounts.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

Before you can use this feature, you must create a new Federal Tax Levy element and a new involuntary card component. Existing Federal Tax Levy elements continue to use the year from the current payroll period to retrieve Form 1494 exemption amounts.

When creating the new card component, you must update the total owed override to reflect any amounts already paid from the existing card component.

If you are using the Third-Party Involuntary Payments interface, ensure the Third-Party Involuntary Deduction Number is the same on both the existing and new Federal Tax Levy card components. If you choose to create a new card component using a new Federal Tax Levy element, you must end-date the existing card component.

Key Resources

For more information about this, go to My Oracle Support and search for the following paper:

Involuntary Deductions Subprocessing Order Defaults

This feature will help you automatically assign subprocessing orders to your involuntary deductions. When you define an involuntary deduction and create the card component, the subprocessing order of the deductions is automatically determined by its involuntary deduction type. You still have the ability to override the subprocessing order. The default order will be:

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

For more information about this, go to My Oracle Support and search for the following paper:

Enhanced Legal Employer Dimension - Position Synchronization

Reporting on legal employer has been enhanced with the addition of a subfolder called Position Synchronization. With this enhancement, you can report on synchronization, job, grade, and department, and so on.

Steps to Enable

There are no steps necessary to enable this feature.

Electronic Income Withholding Orders Inbound Process Enhancements

We have made it easier for you to fine-tune the processing of your electronic income withholding orders (e-IWOs) through the new “e-IWO Processing Overrides Formula”. This fast formula enables you to enforce advanced calculation rules in the following areas:

The default behavior is to load the Obligation Total Amount and Obligation Total Frequency Code from the e-IWO inbound file. Use the formula to load the total withholding amount override from the Income Withholding Deduction <frequency> Amount from the e-IWO inbound file. It uses the frequency amount based on the employee’s payroll frequency.

To use this formula:

  1. Start the Manage Fast Formulas task from the Payroll Calculations work area.
  2. Search for and open the e-IWO Processing Overrides Formula template.
  3. Copy its contents.
  4. Open a new formula, and paste in the template formula.
  5. Edit the formula to fulfill your business needs.
  6. Save the formula under a unique meaningful name.
  7. Configure the user-defined tables to use your formula.

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

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

Or Application Help for the following topic:

Third-Party Periodic Tax Filing Audit Report Detail Enhancements

We have made it easier for you to generate the third-party tax filing audit report detail. You can now run it stand-alone by selecting Run Third-Party Tax Filing Audit Report Detail from the Checklist or Regulatory and Tax Reporting work areas.

Run Third-Party Tax Filing Audit Report Detail

You can run this process by:

Run Third-Party Tax Filing Audit Report Detail Parameters

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

The detail audit report can still be generated as part of the Third-Party Periodic Tax Filing Extract by specifying Yes on the Create Employee Detail Report parameter. Run the audit report detail standalone through this new process when you have a large number of employees to process.

Key Resources

For more information on Third-Party Tax Filing go to My Oracle Support for the following document:

Third-Party Quarterly Tax Filing Extract Enhancement for Amended Quarter Filings

We have augmented your third-party quarterly tax filing with the addition of new parameters:

Third-Party Quarterly Tax Filing Parameters

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

Use Submission Type to identify the type of quarterly file being sent:

These validations are performed by the supplier and may require resubmission of your file if the appropriate parameters are not populated correctly. For further details on these parameters for closed quarter filings, see your third-party supplier documentation. Additionally, you can contact your third-party account manager.

Key Resources

For more information on Third-Party Tax Filing go to My Oracle Support for the following document:

Third-Party Quarterly Tax Filing Extract Supplier Enhancements for Fourth Quarter

We have augmented your third-party quarterly tax filing with support for 4th quarter changes mandated by your supplier. This includes passing new W-2 box records for US Box 12 Code FF and Puerto Rico Box 16 Code F. In addition to these supplier changes, the third-party quarterly tax filing audit report has been enhanced to include the work PSD code for PA Act 32 jurisdictions.

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

For more information on Third-Party Tax Filing go to My Oracle Support for the following document:

Employee Active Balance Report Enhancements to Include New Balances

We have augmented the Employee Active Payroll Balance report with the following new balances:

Steps to Enable

There are no steps necessary to enable this feature.

Involuntary Deductions Processing Fee Enhancement

This feature helps you control how processing fees associated with involuntary deductions are deducted during the payroll run. With this enhancement, the payroll process no longer automatically deducts the processing fee when an involuntary deduction isn’t processed during the run.

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

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

New 90-Day Balance Dimension

You can now easily calculate sick pay for your California commissioned or piece-rate employees. When defining Absence elements, use the new “Relationship 90 Earned Days to Date” balance dimension to pay the proper sick rate to affected employees. This dimension looks at balances based on date earned that include full pay periods within the specified 90-day window.

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

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

Electronic Income Withholding Order Reference Code Enhancement

This feature will help you ensure the Reference Codes for your Involuntary Deductions card components are unique. When you load a new inbound electronic income withholding order into the Involuntary Deductions card component, the Reference Code now consists of a concatenation of the following fields:

View the reference code by selecting the link in the Reference column of the Calculation Components table:

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

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

New York Family Leave Insurance Support

We have made it easier for you to calculate New York Family Leave Insurance deductions for eligible employees. The new NY State Disability calculation component enables this deduction at the payroll statutory unit and tax reporting unit levels. All employees associated with those organizations would become eligible.

To begin withholding:

  1. Start the Manage Legal Entity Calculation Cards or Manage Legal Reporting Unit Calculation Cards task.
  2. On the NY State Disability Calculation Component, select the Enterable Calculation Values on Calculation Card tab.
  3. Add the Exempt from Family Leave Insurance component.
  4. Enter a Value of N.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

If you have already set up your own Family Leave Insurance deductions for 2017, you must end date those deductions for the last payroll period in 2017 before enabling this deduction.

Guam Support

This feature enables you to process payroll for employees working and living in the territory of Guam.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

You must ensure you have correctly configured your organizations for Guam support. For further information, see the Application Configuration for the US Territories: Points to Consider topic in the Help Portal.

Key Resources

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

Run US Tax Balance Adjustment Process

We have made it easier for you to perform FUTA-related tax balance adjustments through the new Run US Tax Balance Adjustment process. When you receive new credit reduction rates for the current calendar year, the payroll process does not self-adjust the taxes for employees that have already reached the FUTA wage limit or for employees that have terminated prior to the rate change. This process performs the tax adjustments on those impacted employees.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

This process creates a balance adjustment batch. This batch uses the same name as the adjustment flow. Use Payroll Batch Loader to validate the batch file output by this process.

There is no separate audit report.

Once you have validated the data in your batch file, run the Transfer Batch Process and then the Adjust Multiple Balances process.

Key Resources

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

Enhanced Year-Begin Process

We have made it easier for you to perform your year-begin preparations through the updated Run Start of Year Process. This process now provides processing modes to identify 401 (k) limit overrides and exemption details at the federal and state levels.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

When running this process for 401K limit updates in Final mode, it end dates the override as of 12/31 and creates a new date-effective change as of 1/1.

The Final mode for Exempt details update removes the exempt flag for taxes or wages at the federal and state levels with an effective date of 1/1.

Key Resources

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

Enhanced Ohio School District Tax Calculation

For Ohio school districts that don’t use the flat rate tax method, the payroll process now determines their taxation based on the allowances you set on the Ohio state component of the employee’s tax card.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

Ensure the State tax allowances are up-to-date for the calculation of applicable school district taxes.

Puerto Rico Young Entrepreneurs Act

We have enhanced payroll processing for Puerto Rican employees with support for the Puerto Rico Young Entrepreneurs Act. For all employees meeting the age criteria, this exemption starts immediately for any payroll runs after application of this statutory patch.

With this enhancement, three new calculation value definitions are available:

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

To ensure the exemption does not impact your remaining payroll runs in 2017 for your eligible employees:

  1. Start the Manage Calculation Value Definitions task.
  2. Search for Puerto Rico Youth Exempt Maximum Age calculation value definition with effective as-of date on January 1, 2017 for your legislative data group.
  3. Select the calculation value definition.
  4. Under Calculation Values, select Add Row from the Actions menu.
  5. Use the predefined values for the new row.
  6. Enter 0 for the Flat Amount.
  7. Click Submit.
  8. Set the effective as-of date to December 31, 2017.
  9. Select the calculation value row for your legislative data group.
  10. Select End Date from the Actions menu.
  11. Select Yes on the warning message, and click Submit.

e-IWO Enhanced Search Capabilities

We have made it easier for you to search for an e-IWO in the storage table. The new e-IWO search criteria includes the following fields:

In the Manage Payroll Interface Inbound Records task of the Payroll Administration work area, select the e-IWO search criteria:

This displays the new fields:

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

The search results display only the last 4 digits of the SSN (xxx-xx-1234).

Key Resources

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

Third-Party Periodic Tax FIling Extract Inclusion of Payroll Frequency

The Third-Party Periodic Tax Filing Extract now includes payroll frequency in the output file. If the payroll run includes multiple payroll frequencies for a given periodic date range, the file reports the tax data in separate batches by payroll frequency. The Periodic Tax Filing Audit Reports now include the payroll frequency.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

This feature is in support of Employer Service Fees imposed by the cities of Charleston and Madison, West Virginia.

Key Resources

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

Involuntary Deduction Fee Priority

This feature helps you improve your involuntary deductions processing through enhanced fee calculation. Use the new Calculate Fee after Deduction override for Garnishment and Creditor Debt elements to specify whether the payroll process calculates the processing fees before or after the involuntary deduction.

From the Enterable Calculation Values on Calculation Cards tab for the appropriate involuntary deduction card component, create the Calculate Fee After Deduction calculation value and enter Yes as the value.

Steps to Enable

You must create a new involuntary deduction element to make use of this override.

Tips and Considerations

Set this override to Yes for states that have a percentage-based processing fee. This ensures the fee calculates on the actual deduction amount calculated instead of the order amount.

Involuntary Deduction Disposable Income Recalculation

You can improve the accuracy of involuntary deductions calculation by electing to recalculate disposable income for select deduction types. By default, the payroll process uses the disposable income of the highest priority involuntary deduction when processing combinations of orders. You can now direct it to recalculate the disposable income for the following deduction types when they are combined with other deductions:

Steps to Enable

To enable this functionality, perform the following fast formula edits:

  1. Start the Manage Fast Formulas task from the Payroll Calculation work area.
  2. Select the formula named <element name>_LEG_BASE.
  3. For example, if your element is named “Ed Loan”, the formula to modify would be “Ed Loan_LEG_BASE”.

  4. Select Edit > Correct.
  5. Locate the following statement in the formula:
  6. ReferenceCode2 = TO_CHAR(GET_CONTEXT(ELEMENT_ENTRY_ID,0))

  7. Immediately after this statement, add the following:
  8. WSA_SET(‘WSA_FORCE_RECALC_DI’,’Y’)

  9. Save and submit the formula.
  10. Compile the formula.

Tips and Considerations

If you do not perform these fast formula edits, the payroll process continues to use the disposable income of the highest priority involuntary deduction.

Elements using the Regional Tax Levy secondary classification always recalculate disposable income.

e-IWO Audit Report Enhancement

We have made it easier for you to validate the uptake of inbound electronic income withholding orders (e-IWOs) through an enhanced audit report. This report now includes a check for cases when the issuing state on the order is different from the employee’s work state.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

If the report detects such a case, review the employee’s Involuntary Deductions card component details and make any needed modifications.

Key Resources

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

Tax Withholding Card Enhancement for Guam

We have updated the Guam regional component of employee Tax Withholding card. You can now make your updates directly on the Guam component rather than on the Federal component.

Steps to Enable

Prior to updating a Guam employee tax cards, you must perform this one time operation:

  1. Ensure you have the latest tax information from Vertex by running the Load Payroll Tax Information for US process.
  2. Run the Synchronize Calculation Cards process from the Checklist work area, and select the Synchronize GU Filing status between federal and state components mode.
  3. This process copies the following values from the Federal component on the tax card to the Guam component, using the employee’s hire date as the effective date:

No historical data is captured.

These values are valid as of the synchronization process run date.

Key Resources

For more information search for the following topic in Application Help:

e-IWO Inbound Process Enhancement

We have enhanced the processing of electronic income withholding orders (e-IWO) inbound process with new handling of the employee work state. If the issuing state on the incoming order is not the employee’s work state, the inbound process now uses the employee’s work state to create or update the Involuntary Deductions card component.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

The storage table now includes an Employee Work State field, derived from the State for Unemployment Calculation on the Federal W-4 card.

For employees working in multiple states, the process uses the issuing state.

Key Resources

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

Global Payroll Interface

Oracle Fusion Global Payroll Interface supports features to send personal payroll information to third-party payroll providers and then to import processed payroll data into Oracle Fusion Global HR. You can copy and modify predefined extract definitions to meet the requirements of your third-party payroll provider. Before extracting data, payroll coordinators can optionally run the Calculate Gross Earnings process to calculate periodic values to validate gross earnings calculations. If you import processed payroll data or payslips from your third-party payroll provider, the data is available for further reporting and analysis.

Manage BackFeed Data

Use the Manage Payroll Interface Inbound Records task in the Payroll Administration work area to view, edit, and delete imported data including payslip data.

On the Manage Payroll Interface Inbound Records page:

Filter Imported Data

Select Payroll Data in the Record Type field to View, Add, Edit, and Delete

Payment Information

Message Information

Manage Payroll Interface Inbound Records

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

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

Integration with ADP Global Payroll

The ADP Global Payroll Interface provides a pre-defined point to point integration with ADP Global Payroll. Fusion HCM Cloud customers who wish to have their employees paid through ADP's Global Payroll product can opt to use this delivered integration.

Extended Data Capture for ADP Global Payroll Interface

Customers can use the delivered flexfield segments at Person and Assignment to handle the extended data capture required by ADP Global Payroll.

Follow the steps given below to enable the flexfield segments at Person and Assignment.

  1. Navigate to the Payroll Checklist work area.
  2. Click the Submit a Process or Report task.
  3. Search for Manage Global Payroll Interface Features flow.
  4. Select the flow and click Next.
  5. On the flow parameter page, provide a meaningful Payroll Flow Name.
  6. In the Activate Usage drop down, select Yes.

    In the Feature field, search for and select Assignment EIT Information EFF.

    In the Component field, search for and select Additional Assignment Details for ADP Global Payroll.

    In the Subcomponent field, search for and select the required subcomponent.

    NOTE: If you want to enable all the fields, choose “All”.

  7. Click Submit.
  8. Repeat steps 3 to 6 choosing the various subcomponents that you want to enable under the feature.
  9. To enable the additional data available under Person, repeat the above steps using the following details:
  10. Feature: Person EIT Information

    Component: Additional Person Details for ADP Global Payroll

    Subcomponent: Select the subcomponents as applicable.

    Features and the subcomponents under them to be enabled for your implementation depends on the recommendation given by ADP for your implementation. Please consult with ADP before enabling the features and subcomponents.

  11. Navigate to the Setup and Maintenance.
  12. Search for and select the task Manage Extensible Flexfields.
  13. In the Name field, enter Assignment EIT Information and click Search.
  14. In the Search Results section, select Assignment EIT Information EFF row and click Deploy Flexfield button.
  15. Ensure the deployment completes successfully and the Deployment Status column shows a green tick mark.

Repeat steps 11, 12 and 13 for Person, searching for Name as Person EIT Information.

Submitting the ADP Global Payroll Interface

Perform the following steps to generate the Payroll Interface for ADP Global Payroll.

  1. Navigate to the Payroll Checklist work area.
  2. Select the Submit a Process or Report task from the task pane.
  3. Select the legislative data group.
  4. Search for the process Run Payroll Interface for ADP Global Payroll.
  5. Select the process and click Next.
  6. On the Process Parameters page, provide the following parameters:
  7. Click Submit.
  8. Monitor the status of the process to successful completion.

Steps to Enable

There are no steps necessary to enable this feature.

Role Information

Payroll Interface for ADP Global Payroll is available under the shipped Payroll Manager and Payroll Coordinator roles.

Tips and Considerations

The level of extended data capture and additional configurations (Rate Definitions, Object Groups and so on) required may vary by individual implementation depending on the customer requirements and the data required by ADP Global Payroll.

Finalize the details after analyzing the Implementation guides provided by Oracle and ADP.

Deleted Data Report

The Deleted Data Report provides details of the data that you deleted during the extraction period, such as element entries and personal payment method. This report supplements the ADP Global Payroll Interface output xml file to provide details about the complete set of data changes within the extraction period.

Use the Submit a Process or Report task on the Payroll Checklist work area to generate the Deleted Data Report.

The report is based on the Audit functionality. Therefore, you will need to enable audit on the objects that must be tracked for deletion.

Deleted Data Report

Steps to Enable

There are no steps necessary to enable this feature.

Role Information

The Run Deleted Data Report flow is available for the Payroll Manager and Payroll Interface Coordinator roles.

Country Support for Payroll Interface

France

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:

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

STeps to Enable

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:

Enhanced Statutory Deduction Calculation Card

STeps to Enable

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:

The Internal Contract Reference field is defined at the TRU-level. You must select a value here.

Enhanced Pensions and Welfare Employee Calculation Card

STeps to Enable

There are no steps necessary to enable this feature.

Workforce Rewards Transactional Business Intelligence

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

Enhancements for Benefits

New Dimension: Open Enrollments and Benefit Legal Disclaimer

Enhance your benefits reporting by using these two new dimensions, Open Enrollment and Benefit Legal Disclaimer. Benefit Legal Disclaimer allow you to report on enrollments that were recorded with or without disclaimers, and also to report on default and pending enrollments. Open Enrollments use the Person Habits dimension to report on eligibility and rate calculation determinations for benefit processing.

Steps to Enable

There are no steps necessary to enable this feature.

New Dimension: Benefit Person Habits

This dimension enables you to report on a person’s habits. This dimension was added to the Action Items, Enrollments, Enrollment Opportunities, and Potential Life Events subject areas.

Steps to Enable

There are no steps necessary to enable this feature.

Enhancements for Compensation

New Attributes and Performance Enhancements for Compensation OTBI

We added 12 compensation reporting attributes related to Manager Status, Due Dates by Hierarchy Level, and Overall Budgeting. The attributes and their locations are:

We improved reporting performance with changes to the compensation hierarchy and backported the changes to R11. To improve the performance of the compensation manager dimension when used in OTBI reporting, we added six new columns to the cmp_cwb_hrchy table. The columns are:

The application uses the columns for backend processing only and they are not available to be enabled in the worksheet. The Start Workforce Compensation and Refresh Data processes now populate and update these columns with correct values. You must run the Refresh Data process to populate these columns for previously started plans before you view OTBI reports that use the compensation manager dimension.

Steps to Enable

There are no steps necessary to enable the feature.

Key Resources

For more information see the following topics in Applications Help:

Compensation Manager List

Improve the performance of your prompts using the Compensation Manager hierarchy with the addition of a new dimension used exclusively for building the dashboard prompt. The new dimension named ‘Compensation Manager List’ is added to the Workforce Compensation Real Time and Workforce Compensation Budgets Real Time subject areas.

This dimension is exposed for showing the list of workers that can be accessed by HR and Compensation Professionals. This dimension is used in dashboards to improve performance. These list dimensions provide a simple list of Direct or All Reports within a prompt. No hierarchical support is provided through these dimensions. These list dimensions return the list of workers that can be accessed by the user. Because it is only meant to be used for dashboard prompts, ad hoc reporting on this dimension will not return the typically meaningful hierarchical results. You must use other existing hierarchical dimensions for more advanced hierarchical reporting needs.

OTBI Catalog Showing Compensation Manager List

Steps to Enable   

There are no steps necessary to enable this feature.

New Sample Compensation Analyses

Streamline building analysis by using the following new sample Compensation analyses now available:

For access to the library of sample reports and analytic that can be used and/or modified for use, please access Apps Connect and the Report Sharing Center.

Steps to Enable

There are no steps necessary to enable this feature.

Enhancements for Payroll

New Subject Area: Payroll Balances Real Time

Enhance your payroll reporting capabilities with the new subject area related to payroll balances. Use the Payroll Balances subject area to report on worker payroll run balances at all levels such as assignment, employment term, and payroll relationship. Payroll balance categories, balance types, names, and balance values that are available.

Steps to Enable

There are no steps necessary to enable this feature.

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