May Maintenance Pack for 19A

Revision History

Date	Feature	Notes
26 APR 2019		Created initial document.

Overview

HCM Cloud applications have two types of patches you can receive that are documented in this New Feature Summary:

• Release Updates (19A, 19B, 19C, and 19D)
• Optional Monthly Maintenance Packs to each update

It is important for you to know what Release Update your environment is on. You can find this in your Cloud Portal.

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

Suggested Reading for all HCM Products:

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

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

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

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

Additional Optional Reading:

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

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

Disclaimer

The Information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Payroll

Payroll for the United Kingdom

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

New Starter Declaration Enhancement

Enter student loan and postgraduate loan information on the enhanced New Starter Declaration form. When your employees enter and submit this information, the application automatically creates the court order and student loans calculation card with the relevant information. You don't need to manually create the calculation card.

April Maintenance Pack for 19A

Revision History

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

Date	Feature	Notes
29 MAR 2019		Created initial document.

Overview

HCM Cloud applications have two types of patches you can receive that are documented in this New Feature Summary:

• Release Updates (19A, 19B, 19C, and 19D)
• Optional Monthly Maintenance Packs to each update

It is important for you to know what Release Update your environment is on. You can find this in your Cloud Portal.

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

Suggested Reading for all HCM Products:

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

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

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

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

Additional Optional Reading:

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

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

Disclaimer

The Information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Payroll

Payroll for the United Kingdom

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

Improved Performance for Payroll Validation Report

Use the improved performance efficient process to run the Payroll Validation Report. You can download the report results in a CSV file. 

February Maintenance Pack for 19A

Revision History

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

Date	Feature	Notes
25 JAN 2019		Created initial document.

Overview

HCM Cloud applications have two types of patches you can receive that are documented in this New Feature Summary:

• Release Updates (19A, 19B, 19C, and 19D)
• Optional Monthly Maintenance Packs to each update

It is important for you to know what Release Update your environment is on. You can find this in your Cloud Portal.

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

Suggested Reading for all HCM Products:

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

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

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

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

Additional Optional Reading:

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

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

Disclaimer

The Information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Payroll

Payroll for the United Kingdom

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

Real Time Information Tax Year 2019-2020 (FPS/EPS/EYU)

Create and send Real Time Information (RTI) data to HMRC for the tax year 2019-2020 using the new processes for Full Payment Submission (FPS) and Employer Payment Summary (EPS) . Use the new Earlier Year Update (EYU) process to submit changes for previous tax years including 2018-2019.

P60 Enhancements for Tax Year 2018-2019

Deliver P60 to your employee using the new templates for the tax year 2018-2019. You must provide the tax reporting unit (TRU), when generating or reprinting the P60.

Budget and Legislative Compliance for Tax Year 2019-2020

Comply with the budget and legislative changes for the tax year 2019-2020. The thresholds and rates for PAYE, National Insurance, statutory payments, student loans, and pension automatic enrolment are updated.

Processing Benefits in Kind in Payroll: 2019-2020 Legislative Changes

Comply with legislative changes for the tax year 2019-2020 to process your employees' benefits in kind through payroll. The updates include new fuel type, the benefit charges for Car and Car Fuel, Van and Van Fuel, and CO2 emission percentage rates for the new tax year.

P11D for Tax Year 2018-2019

Provide read-only access of end-of-year expenses and benefits statements to your employees for the tax year 2018-2019. Use the streamlined P11D process that combines tasks to archive data, generate Errors and Warnings report, apply the P11D(b) changes, and create the online P11D statement.

Display or Hide Hours on Payslips

Set up the payslip template to show or hide hours, as required. Your employees can view the hours related to their earnings. You can override the default calculations provided for the number of hours used by the Earnings formula, or even set up your own calculation to display the hours on the payslip.

Retry Full Payment Submission

Retry Full Payment Submission (FPS) run in Test or Live mode, without having to roll back the process and run it again from the start. This enables you to fix HR or Payroll data with validation errors in the FPS process, or simply retry a run for a person who is already processed in the current period.

Automatic Associations Created for Global Transfers

Create automaticly the PAYE and NI associations for global transfers. The Global Transfer flow automatically creates these associations to the assignment, when you select the tax reporting unit (TRU).

Pensions Automatic Enrolment: Align Pay Reference Period with Earnings Period

Align your Pay Reference Period with pay periods for assessing employees using the Pensions Automatic Enrolment assessment process. The process supports both tax periods and earnings period.

Postgraduate Loan Deductions

Create and maintain postgraduate loan deductions for your employees using the PGL1 or PGL2 notifications from HMRC. You can either manually enter the data, or run the HMRC Data Retrieval and Load HMRC XML File Processes to load PGL1 and PGL2. Postgraduate loan information will be reported to HMRC by the Full Payment Submission process, effective April 2019.

Errors and Warnings Report XML File

Download the XML file created as part of processes that include a task for error and warnings report. Save the file in CSV format and open it using the appropriate application.

HMRC Data Retrieval and Load XML Data Process Includes Postgraduate Loans

Retrieve and upload postgraduate loan deduction notification records sent from HMRC for your employees, using the HMRC Data Retrieval process and the Load XML Data process. The list of values for the parameter File Type in both processes includes PGL1 Start Notices and PGL2 Stop Notices.

Update 19A

Revision History

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

Date	Feature	Notes
28 FEB 2020	Payroll for the UK: Multiple Periods of NI for Late Hires	Updated document. Revised feature information.
25 OCT 2019	Business Intelligence/Payroll: Active Processes Dashboard	Updated document. Delivered feature in update 19A.
26 APR 2019	Payroll for the US: Support for 403 (b) and 457 (b) Deferred Compensation Plans	Updated document. Revised feature information.
29 MAR 2019	Global Payroll: Enhanced Security for Quick Actions	Updated document. Revised feature information.
22 FEB 2019	Business Intelligence/Compensation: OTBI Segments 46-50 in Compensation and Compensation Budget Subject Areas	Updated document. Delivered feature in update 19A.
22 FEB 2019	Global Payroll: Element Upgrade Process	Updated document. Revised feature information.
25 JAN 2019	Compensation: Transfer Data Back Into HR More Efficiently	Updated document. Delivered feature in update 19A.
25 JAN 2019	Compensation: Total Compensation Statement - Migration	Updated document. Delivered feature in update 19A.
25 JAN 2019	Global Payroll: Control Transient Data Retention in Payroll Extracts	Updated document. Delivered feature in update 19A.
25 JAN 2019	Payroll for the US: Midday Period Support for Time Cards and Absences	Updated document. Delivered feature in update 19A.
21 DEC 2018	Payroll for Mexico: Income Tax Update	Updated document. Delivered feature in update 19A.
21 DEC 2018	Payroll for Mexico: Payroll State Tax	Updated document. Delivered feature in update 19A.
21 DEC 2018	Payroll for Mexico: Support for INFONAVIT	Updated document. Delivered feature in update 19A.
21 DEC 2018	Payroll for Mexico: Support for Internet Digital Fiscal Certificate (CFDI)	Updated document. Delivered feature in update 19A.
21 DEC 2018	Payroll for Mexico: Unit of Measure and Update (UMA) Support	Updated document. Delivered feature in update 19A.
07 DEC 2018		Created initial document.

Overview

HCM Cloud applications have two types of patches you can receive that are documented in this New Feature Summary:

• Release Updates (19A, 19B, 19C, and 19D)
• Optional Monthly Maintenance Packs to each update

It is important for you to know what Release Update your environment is on. You can find this in your Cloud Portal.

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

Suggested Reading for all HCM Products:

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

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

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

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

Additional Optional Reading:

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

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

Disclaimer

The Information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Benefits

Benefits

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

Benefits for the United States

The features below are Benefit features for the United States.

ACA 1095-C Report Enhancements

Improve your ACA Form 1095-C generation through new report review options. The new Reporting Mode parameter allows you to select between Draft and Final versions of the report.  Review your Form 1095-C in Draft mode before generating and submitting the final document. Generate it in Final mode to automatically post the report to the employee Document Records.

Compensation and Total Compensation Statement

Compensation

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

Process Suspended Assignments in Grade Step Progression

Process progressions and salary updates in a more timely manner with the new option to include suspended assignments in grade step progression and rate synchronization processes.

Prorate Progression Grade Ladder Rates by Assignment FTE

Eliminate manual proration of salary for part-time employees. Salaries populated from progression grade ladder rates can now be prorated using the FTE on the employee's assignment. The new Salary Adjustment Type attribute on the progression grade ladder determines whether to prorate rates.

Round Annual Values

Round the annual salary and annualized full-time salary with the enhanced salary basis configuration option.

Round Annual Amounts in Grade Step Progression

Round automatically the annual amounts that display on grade step progression pages by selecting an annualized values rounding rule on the salary basis.

Support Export and Import of Manage Salary Differentials

Export and import new or changed salary range differential values using a newly delivered service in Setup and Maintenance.

Warn or Error When Over Budget

Send a warning or error when a user is over budget in a workforce compensation plan.

Group Budget Amounts for Reporting or Enforcing

Group worker-level budget amounts to track or enforce by same. You can configure how you want to group amounts by component.

Review Batch Processing Information

Review batch processing information for the Start and Refresh processes.

Use User-Defined Lookups in List Columns

Create user-defined lookups and attach to the list columns in Workforce Compensation Plans.

Total Compensation Statement Ability to Reuse Embedded Fields

Reuse rich text fields, such as items and conditional text. Copy and paste the welcome and descriptive text without having to recreate customer defined embedded fields.

Total Compensation Statement - Migration

Migrate the total compensation statement definitions using the Export to CSV (Comma Separated Values) action in Functional Setup Manager. Specify in scope which total compensation statement definitions to migrate.

Transfer Data Back Into HR More Efficiently

Transfer data back into HR more efficiently with multi-threading. The Transfer Workforce Compensation Data to HR process now updates HR data simultaneously, or in parallel, through multiple threads.

Compensation Redesigned User Experience

Increase user satisfaction with the redesigned pages that now have the same look and feel on desktop and mobile devices. These redesigned pages are both responsive and easy to use on any device, with a modern look and conversational language. Clutter-free pages, with clean lines and just the essential fields, can be personalized to suit.

Enhanced Compensation Spotlight with Recurring and One-Time Payments

Show recurring and one-time payment details of the employee to the Line Manager with the enhanced Compensation Spotlight.

Streamline Salary Approval

Simplify the approval process on responsive salary pages by preventing new salary proposals when:

• A salary change is pending approval
• A line manager transaction that includes salary changes (such as promote) is pending approval

Payroll

Global Payroll

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

Absence Entitlement Payments After Termination

Use the new Does this plan enable entitlement payments after termination? question on the absence element template to determine if absence entitlement payments must be made to employees after termination. For example, if an employee is due to be paid maternity payments after termination, selecting Yes to this question will set the latest entry date of the entitlement elements to final close. In this case, the absence entitlement payments are made to the employee after termination.

Enhanced Security for Quick Actions

Secure tasks on Quick Actions with the privileges that have changed. The following tasks are affected:

• Adjust Individual Balances
• Manage Costing for Persons
• Manage Element Entries
• Manage Calculation Cards
• Manage Payroll Relationships
• View Process Results
• Calculate QuickPay
• View Payment Results

Enable Contexts for Costing Key Flexfield Segments

Broaden your costing options with the new Enable Contexts for Costing Key Flexfield Segments feature. Associate an input value to the context and ensure the run result value is created for the input value at the time payroll processing, to define rules derived from the costing segment value. For example, derive a cost code based on business unit of employee.

Rate Definition Support for Live and Generated Rates

Control if rate values are calculated live or retrieved based on the results of the Generate HCM Rates process. For example, a payroll customer might use the Generate HCM Rates process to calculate compensation rates for reporting purposes. However, when using the rate definitions for payroll purpose, recalculates the compensation rates in the payroll run to ensure they are accurate when processed.

Rate Definition Support for Values-by-Criteria with Multiple Values

Use the value-by-criteria feature to define multiple values for a single criteria. For example, define a value-by-criteria to capture car allowance and housing allowance values based on an employee's job. Define a rate definition to retrieve car allowance rates and a rate definition to retrieve housing allowance rates. Both rate definitions will refer to the same value-by-criteria and will use the criteria of job to retrieve the appropriate rate values for an employee.

Generate HCM Rates Scope Expanded

Use the Generate HCM Rates feature to calculate and store the following types of rates: overall salary rates, rates directly associated to an element, rates associated with a value definition, rates based on a value-by-criteria defined for an assignment level criteria such as job, formula-based rates, and derived rates.

The rates calculated by Generate HCM Rates can be used for reporting or retrieved in the payroll calculation.

Element Upgrade Process

Upgrade your existing elements with the latest changes. This enables you to view the new features available, decide whether to apply them or not and upgrade the functionality with existing elements.

Note: Refer to the Element Upgrade Process White Paper for further information. You should run this process only after consultation/advice of the Oracle team through Service Request.

Roll Back Multiple Tasks Within a Flow

Use the Actions Menu and perform a Bulk Roll Back action on a flow to roll back all tasks within the flow. You can only roll back tasks that you have access to.

Process After Error - Report Restriction Removed

Use the Allow Processing After Error feature to run not only reports, but also processes even if a previous task has partially completed with errors. For example, you can use this feature to run a report and review the errors generated in a previous flow task.

Retroactive Entries Report

Run the Retroactive Entries report after running the Recalculate Payroll for Retroactive Changes process to see the element entries created by the process. Use the report to see what was calculated originally, and the retroactive entries generated by comparing the original result to the recalculated result.

Use the delivered Retroactive Payroll flow to automatically run the Retroactive Notification report, Recalculate Payroll for Retroactive Changes process, and the Retroactive Entries report in that order.

Gross-to-Net Report in Summary Mode

Run the Gross to Net report in summary or detail mode. The new summary version of the report displays gross to net balances for each payroll. The existing detail version provides a more detailed breakdown for different sets of process dates.

Bank Account Number and Bank, Branch Update on External Bank Accounts

Edit the bank account number field of external bank account in the pages for:

• Suppliers
• Customers
• Expenses
• Payroll
• Bill management
• Higher Education and
• Human Capital Management

In the simplified bank account page, you can also update the bank and branch details.

Control Transient Data Retention in Payroll Extracts

Use the new Run Mode parameter to control whether the HCM Extract based report must retain or discard the transient data that was created during the report execution to produce the output file. The options of this parameter are as follows:

• Debug – Select only when it is necessary to investigate an issue with the report output or when instructed by Oracle Support to do so.
• Normal – Select to discard temporary data produced during the report execution and thereby optimize storage and performance of Cloud applications. This is the default value.

Global Payroll Redesigned User Experience

Increase user satisfaction with the redesigned pages that now have the same look and feel on desktop and mobile devices. These redesigned pages are both responsive and easy to use on any device, with a modern look and conversational language. Clutter-free pages, with clean lines and just the essential fields, can be personalized to suit.

Redesigned User Experience for Payslip Page

Increase user satisfaction with the professional payslip page that now has the same look and feel on desktop and mobile devices. This redesigned page is both responsive and easy to use on any device, with a modern look and conversational language.

New Security for Year-End Documents

Use the newly-defined security features to secure the Year-End Documents page in the responsive user interface. Year-end documents for all localizations are now secured using global year-end security definitions.

Payroll for Canada

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

Record of Employment (ROE) Amendments

Generate an amended Record of Employment (ROE) when you need to change, correct, or update the information you entered on an ROE you previously issued.

Record of Employment Reason Mapping

Define ROE Reason defaults at the Payroll Statutory Unit (PSU) level. This alleviates the need to create the Reporting Information card for the ROE, unless overrides are required.

Expedited Absence Processing

Process expedited payrolls when off-cycle adjustments occur to absence time cards for prior pay periods.

Location Synchronization

Use the updated default behavior of the location synchronization process to automatically update the Province of Employment on the employee’s tax card when the employee’s location changes.

Provincial Medical Report: Detail Mode

Process the Provincial Medical Report in detail mode to generate a spreadsheet reporting employee-level provincial medical wages.

Canada Payroll Redesigned User Expereince

Increase user satisfaction with the redesigned pages that now have the same look and feel on desktop and mobile devices. These redesigned pages are both responsive and easy to use on any device, with a modern look and conversational language. Clutter-free pages, with clean lines and just the essential fields, can be personalized to suit.

The pages redesigned below are all part of the Redesigned Cloud User Experience.

Tax Credit Information in Employee Self-Service

Provide employees direct access to their tax cards, where employees can view and update their tax credit information using the new responsive pages.

Payroll for China

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

Use the Generate Payslips Process to Produce Printed Payslips

Produce payslips in a single pdf file by using the Generate Payslips process. Payroll users can print this single pdf with all payslips and then distribute the payslips for those employees opting to receive printed payslips.

Support Monthly Fixed Tax Reduction Amount for Qualified Persons

Set up a fixed monthly tax reduction amount on the personal deduction card for qualified employees. The application uses this amount to reduce the tax payable for the employees in the monthly individual income tax calculation.

Show Tax Reporting Units Relevant to the Hiring Legal Employer in the Hiring Flow

Show only the tax reporting units that are relevant to the hiring legal employer in the hiring flow. This ensures that the users have a reasonably short list of values to work with.

Modified the 'NET' Balance

See where we have simplified the balance name from Net Payments without Direct Payments to Net Payment and removed the Direct Payments classification feeding off the balance.

Use the Overriding Payslip Availability Date Parameter for the Generate Payslips Process

Specify an overriding payslip availability date when submitting the Generate Payslips process to make the online payslips available for employees to review on and after the date. This date takes precedence over the payslip availability date defined on the Manage Payroll Definitions page.

Payroll for Mexico

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

In preparation for the capability to process payrolls for Mexico, we are beginning to deliver a number of payroll features in this release. While these features are available and Oracle Payroll Cloud for Mexico license is available today; go-live for production instances should be targeted no earlier than January 2020.

Income Tax Update

Comply with legislative updates by the Mexican Government for the 2018 tax year to calculate employee taxation accurately according to the latest changes.

Payroll State Tax

Calculate the payroll state tax based on the total employee earnings to comply with updated Mexican state tax rates.

Support for INFONAVIT

Comply with the legislative requirement to provide employees with housing credit. The Employee INFONAVIT calculation component is assigned to the worker's Employee Tax Card in the Loan component group.

Support for Internet Digital Fiscal Certificate (CFDI)

Comply with the legislative requirements of CFDI reporting. You will be able to capture the related information for legal employers and workers that will be used for CFDI reporting.

For compensation and deduction element types you will be able to select the associated CFDI code.

Unit of Measure and Update (UMA) Support

Calculate employees' tax deductions and social security contributions and benefits based upon the UMA economic reference.

Payroll for Qatar

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

Qatar Social Insurance Report: Hire, Termination and Adjustments

Generate a monthly report that contains details of the new hires, terminations and data adjustments in a calendar month, for Qatar citizens. This report must be submitted to the Social Insurance office.

Payroll for the United Kingdom

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

Multiple Periods of NI for Late Hires

Use the new previous period earnings balance feed from your elements to ensure correct employee and employer NI deductions. NI deductions are calculated based on multiple period’s thresholds (for a total of two periods processed in a single calculation, current and prior period only), if you are not able to pay the new starters in the period when they were hired.

New Welsh Rates for Income Tax

Allocate the correct tax code to your Welsh employees to calculate and deduct tax using the rates introduced for Wales in the latest legislative updates.

BACS Audit Report

Utilize the BACS audit report that displays the payments generated on the BACS file. The report is in CSV format and is included as part of the EFT payments process.

Absence Payments to Leavers

Leverage the new option on the absence element template to continue statutory absence payments for your former employees, until they are no longer eligible to receive these payments.

Pensions Automatic Enrolment Audit Report Output Available in CSV Format

Download the audit report in CSV format from the Pensions Automatic Enrolment Assessment process. You can use any application that support CSV format files to sort and filter data.

Payroll for the United States

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

Support for 403 (b) and 457 (b) Deferred Compensation Plans

Augment your deferred compensation processing with the addition of 403 (b) and 457 (b) plans. You can now define Pretax Deductions and Voluntary Deductions elements with new 403 (b) and 457 (b) secondary classifications, and you can capture the deduction information on the person's Benefits and Pensions calculation card.

W-2C Register Support

Improve the accuracy of your end-of-year processing through the new W-2c Register report. This report provides you with the ability to preview data reported on the W-2cs before you print them. Access the Run W-2c Register process from the Regulatory and Tax Reporting work area.

Form W-2PR Control Number Support

Streamline your Puerto Rico year-end reporting through the specification of Control Numbers on your Forms W-2PR. Use the new W-2 Control Number or W-2c Control Number calculation values on the employee’s Reporting Information card to specify the numbers provided by the Hacienda.

California VPDI Support

Support California VPDI plans in your payroll processing. You can now provide a voluntary disability plan to your California employees if you are not already using the state disability plan.

New York City Part-Year Resident Support

Improve the accuracy of your payroll processing through the identification of part-year residents of New York City. Use the new Part-Year Resident calculation value on the employee’s Tax Withholding card.

401(K) Employer Match Support for Catch-Up Deductions

Simplify your employee deferred compensation deduction processing through the definition of separate employer-match elements for catch-up and Roth catch-up. The element template now includes prompts for defining these deduction elements.

Run US Tax Balance Adjustment Process Enhancement

Augment your tax balance adjustments through the execution of user-defined tax balance adjustment formulas. Previously, only FUTA adjustments were enabled using this process.  Now, the Run US Tax Balance Adjustment process has been enhanced to support user-defined balance adjustments at the federal, state, local, and Pennsylvania local levels.

Overtime Calculation Support for Common Paymasters

Improve the accuracy of your premium overtime rate calculations through the inclusion of earnings and hours of employees subject to a common paymaster within the same overtime period. In Oracle Fusion Global Payroll, a common paymaster is a payroll statutory unit that represents its child tax reporting units for the purposes of payroll calculations.

Restricting TRUs by Person Type

Enforce organizational on-boarding restrictions at the tax reporting unit (TRU) level. Because you cannot assign a mix of employee and retiree person types to the same TRU, use the new Person Type for Payroll Process field to identify your TRUs as being reserved for either employees or retirees. Access this field through the Manage Legal Reporting Unit HCM Information task. During person on-boarding, when you hire an employee, the Tax Reporting Unit field displays only employee TRUs. When you on-board a retiree, the field displays only retiree TRUs.

HCM Spreadsheet Data Loader for Organization Calculation Card

Accelerate the creation and update of organization calculation cards with the HCM Spreadsheet Data Loader (HSDL).

Midday Period Support for Time Cards and Absences

Improve the accuracy of your overtime calculations by assigning midday periods on an employee’s time card and absences.  You can now use the Manage Work Day Definition task to allocate time and absences by midday periods.  The entries on the person’s time card and absences will be allocated based on work day definition.

HR Optimization

Workforce Rewards Transactional Business Intelligence

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

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

Benefits

New Benefits Business Process Dashboard

Augment your reporting on benefits with the new dashboard that covers the benefits business process coverage in OTBI.

Compensation

New Attribute to Determine Compensation Plan Eligibility Status

Improve your reporting on compensation plans with the addition of the new attribute that determines the eligibility status of the worker for the respective compensation plans. The attribute Plan Eligibility Status has been added to Compensation - Workforce Compensation Real Time.

New Metric Added to Compensation - Stock Details Real Time

Enhance your reporting on employee stocks with the addition of a new metric Estimated Stock Price in the Compensation - Stock Details Real Time subject area.

New Performance Rating Attributes to Compensation Subject Areas

Improve your reporting on compensation subject areas with the inclusion of performance management related metrics. These measures are related to the worker ratings in performance management and talent review meetings.

New Dashboard - Compensation Business Process Dashboard for Worksheet Manager

Improve your reporting on compensation business process with the new dashboard that aids the compensation worksheet managers and analysts. This dashboard is named 'Compensation Business Process Dashboard for Worksheet Manager'.

OTBI Segments 46-50 in Compensation and Compensation Budget Subject Areas

Align your reporting with the new application changes to allow lookup meanings in reports, for any lookup specified in the plan definition for segments 46-50.

Payroll

Active Processes Dashboard

Improve your reporting on payroll by using the Active Processes dashboard that provides information about the running or waiting processes in the queue.