March Maintenance Pack for 20A

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
27 MAR 2020	Global Payroll Interface/US ADP Payroll Interface: ADP Workforce Now Supports W-4 2020 Federal Changes	Updated document. Delivered feature in March Maintenance Pack for 20A.
28 FEB 2020		Created initial document.

Overview

HCM Cloud applications have two types of patches you can receive that are documented in this What’s New:

• Release Updates (20A, 20B, 20C, and 20D)
• 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.

This document outlines the information you need to know about new or improved functionality in Oracle HCM Cloud. 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.

In addition to this document you will also want to review the Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs (Document ID 1554838.1). These documents identify bug fixes and possible known issues. You will also need to review these documents based in the release update version you are currently on or will be moving to.

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

Suggested Reading for all HCM Products:

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

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

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

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

Additional Optional Reading:

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

NOTE: All of these documents can be found in Release Readiness under Human Capital Management or via the Oracle Help Center under Cloud Applications > Human Capital Management.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New for Release 13 in the body or title of the email.

Feature Summary

Human Resources

Global Human Resources

Oracle Global Human Resources enables your organization to plan, manage and optimize all workforce segments using flexible and extensible best practices to realize extraordinary gains while insuring compliance and increasing total workforce engagement.

New Message Added on Manage Person Page

Added a new message directing the user to use the responsive Personal Details page, in the Ethnicity region on the classic Manage Person page.  The Edit button is also removed when you're using the responsive page.

Message Added in the Ethnicity Region

The US localization introduced a new 2-part questionnaire for race and ethnicity. But, since the classic Manage Person page wasn't changed to accommodate the new fields, users are being directed to use the Personal Details responsive page instead to record US race and ethnicity.

Steps to Enable

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

Key Resources

For more information, refer to the 19D What's New on the Release Readiness site for the following topic:

• Enhanced Ethnicity and Race Self-Identification

Global Payroll Interface

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

US ADP Payroll Interface

ADP Workforce Now Supports W-4 2020 Federal Changes

ADP Workforce Now integration supports the new federal changes in Form W-4 effective from 2020 to comply with the US legislative recommendations. If you are using Run Payroll Interface for ADP Workforce Now integration from Oracle HCM Cloud to third-party payrolls, you must support W-4 form legislative change. This change withholds the correct federal income tax from the employee's pay. You can find new attributes in the integration file extract, which extracts the federal information that the employee enters through Tax Withholding option under Calculation Card.

You can enter values according to your legislative and operational requirements in the Run Payroll Interface for ADP Workforce Now extraction. The application extracts the entered values to the file extract and provides the attributes to the third-party payroll provider.

This table summarizes the attributes under Tax Withholding option under Calculation Card for ADP Workforce Now:

Attributes	Default Value	ADP Mapping
Filing Status	4	Federal Tax Filing Status
Multiple Jobs	Blank	Federal Tax Multiple Jobs
Qualifying Dependents	Blank	Federal Tax Dependents Amount
Other Income	Blank	Federal Tax Other Income Amount
Deductions	Blank	Federal Tax Deductions Amount
Extra Withholding	Blank	Federal Tax Additional Amount

The extraction passes the lookup codes for Federal Tax Filing status attribute and ADP Workforce Now does the corresponding translation.

Lookup Code	Lookup Code Meaning	Year
1	Single	2019 and prior
2	Married	2019 and prior
3	Married and withholding at higher single rate	2019 and prior
4	Single or married filing separately	2020
5	Married filing jointly	2020
6	Head of household	2020

Steps to Enable

Here's the instructions that you must follow before and after upgrading this patch bundle.

Before upgrade

1. Run the WFN extract process in Changes only mode (Changes Only = YES).

2. Ensure that you don't change anything in the application before upgrade.

After upgrade

1. Run the WFN extract submission process in Full Mode (Changes Only = NO).

2. Ensure that you don't send the output file to ADP.   

Key Resources

You can refer Tax Card User Interface Migration document for migrating to new tax card and enhanced mode.

February Maintenance Pack for 20A

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
27 MAR 2020	Global Human Resources/Redesigned User Expereince: Assignment Extensible Flexfields Included in Employment Flows	Updated document. Revised feature information.
28 FEB 2020	Global Human Resources/Redesigned User Expereince: Assignment Extensible Flexfields Included in Employment Flows	Updated document. Delivered feature in February Maintenance Pack for 20A.
31 JAN 2020		Created initial document.

Overview

HCM Cloud applications have two types of patches you can receive that are documented in this What’s New:

• Release Updates (20A, 20B, 20C, and 20D)
• 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.

This document outlines the information you need to know about new or improved functionality in Oracle HCM Cloud. 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.

In addition to this document you will also want to review the Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs (Document ID 1554838.1). These documents identify bug fixes and possible known issues. You will also need to review these documents based in the release update version you are currently on or will be moving to.

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

Suggested Reading for all HCM Products:

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

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

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

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

Additional Optional Reading:

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

NOTE: All of these documents can be found in Release Readiness oracle.com/readiness under Human Capital Management or via the Oracle Help Center at: docs.oracle.com under Cloud Applications > Human Capital Management.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New for Release 13 in the body or title of the email.

Feature Summary

Human Resources

Global Human Resources

Oracle Global Human Resources enables your organization to plan, manage and optimize all workforce segments using flexible and extensible best practices to realize extraordinary gains while insuring compliance and increasing total workforce engagement.

Global Human Resources 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.

Assignment Extensible Flexfields Included in Employment Flows

We have made it easier for you to use employment processes by now managing the assignment extensible flexfields (EFF) information. You can find this information in the newly added Additional Assignment Info section of the employment responsive flows.

The Additional Assignment Info section is included in responsive flows such as Hire, Promote, and Transfer.

Questionnaire Page

Additional Assignment Info

Steps to Enable

The Assignment Extensible Flexfields section is hidden out-of-the-box. To enable this section in the responsive flow, you must use HCM Experience Design Studio. For setup information about HCM Responsive User Experience, see the following white paper on My Oracle Support (https://support.oracle.com): HCM Responsive User Experience Setup Information (Doc ID 2399671.1)

Tips And Considerations

• The Business Intelligence Publisher (BIP) based approval notifications don’t contain the before and after values of changes made to the EFF data as part of the transaction.
• You can’t selectively hide EFF contexts using the HCM Experience Design Studio.

Human Capital Management for Germany

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

New Value Intersexual for Gender

You can now use the new value Intersexual that's included in the list of values for Sex, to report diverse genders. These are the values you can report:

• F - Female
• M - Male
• ORA_HRX_INTERSEXUAL - Intersexual
• NS - Not specified.

Steps to Enable

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

Tips And Considerations

For previous releases, the value Not Specified was used to report diverse genders. You can use the new value Intersexual from this release onwards.

Disability and Reporting Enhancements

You can now enter the disability degree of 20 for coequal employees.

When processing the disability data, the German REHADAT Disability Report picks up all gender values and reports them in the appropriate output file.

Steps to Enable

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

Human Capital Management for Austria

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

Replaced Value for Gender

A new Gender value is delivered for Austria: the ‘Intersexual’ value is added to replace the previously available ‘Not specified’ value, to comply with local legislative requirements.

Steps to Enable

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

Tips And Considerations

If you are already using the replaced value ‘Not specified’, make sure you switch to the new available value ‘Intersexual’.

Update 20A

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
27 MAR 2020	Global HR: Data Comparison in Notification Message After Approval	Updated document. Revised feature information.
27 MAR 2020	Global HR: Enhanced Security for Employment-Related Approval Notifications	Updated document. Revised feature information.
06 DEC 2019		Created initial document.

Overview

HCM Cloud applications have two types of patches you can receive that are documented in this What’s New:

• Release Updates (20A, 20B, 20C, and 20D)
• 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.

This document outlines the information you need to know about new or improved functionality in Oracle HCM Cloud. 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.

In addition to this document you will also want to review the Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs (Document ID 1554838.1). These documents identify bug fixes and possible known issues. You will also need to review these documents based in the release update version you are currently on or will be moving to.

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

Suggested Reading for all HCM Products:

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

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

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

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

Additional Optional Reading:

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

NOTE: All of these documents can be found in Release Readiness oracle.com/readiness under Human Capital Management or via the Oracle Help Center at: docs.oracle.com under Cloud Applications > Human Capital Management.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New for Release 13 in the body or title of the email.

Feature Summary

Human Resources

Global Human Resources

Oracle Global Human Resources enables your organization to plan, manage and optimize all workforce segments using flexible and extensible best practices to realize extraordinary gains while insuring compliance and increasing total workforce engagement.

Send Checklist Notifications to Worker's Home Email

You can now send checklist email notifications to the home email address of pending workers and terminated workers in addition to their work email.

Steps to Enable

In order to send the notifications to the home email, you must enable the following profile option.

Field	Value
Profile Option Code	ORA_PER_CHECKLIST_NOTIFY_HOME_EMAIL

To enable the profile option, navigate to the Setup and Maintenance work area:

1. Search for and click the Manage Administrator Profile Values task. 
2. Search for and select the profile option.
3. Click to add a new Profile Value. 
4. Select the Level as Site. 
5. Enter a Y in the Profile Value field.
6. Click Save and Close.

Tips And Considerations

• When the profile option is set to Y and the pending or terminated worker has a work email specified as well, then the notification will go to both work and home emails. 
• The notification email will always be sent to the Work email if the person is an active employee or contingent worker.
• The notification email to personal email (Email type H1 'Home') won't be sent if the person has an active employee or contingent worker assignment with the primary flag set as Y on the date when the task is initiated.
•  The user can’t take any action (mark complete or not applicable) from the notification received on the home email, as such emails aren't actionable and won't have actionable links.

Enhanced Electronic Signature for Checklist Tasks

You can leverage the electronic signature checklist task type that now includes the following enhanced features:

• Storage of the IP address of the device from which the electronic signature was provided by the signer.
• Storage of the electronically signed document, based on a custom BI template, directly in Document Records.

Electronic Signature Set Up

Performer Task Page

Signed Document in Document Records

Steps to Enable

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

Tips And Considerations

• If a report path has been configured in the task definition, then it's mandatory to provide a document type.
• When the electronic signature task is marked complete, then the document record gets created for the specified document type and the signed document is stored as an attachment for that document record.
• The IP address will be stored in the database and displayed on the UI and signed BI Template (if the attribute is added in the custom template).
• If no report path is configured in the task definition, then it's the basic electronic signature (i.e. no document record is created and no IP address is stored or displayed).

Quick Navigation Using Deep Link in Checklist Task Notification

You can improve user experience and reduce multiple clicks for users with the direct navigation to the task from the checklist task notification. Previously, users were taken to the Onboarding or Checklist tasks landing page, they can now directly go to that specific task page by clicking the task URL.

Link from Task Notification

Task Page

Steps to Enable

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

Improve User Experience of Checklist Task Notes

If you don't want to use the default Notes header for a task it's now possible to completely hide it or change it to something that's relevant to the task. For example, Task Instructions or How to Perform this Task.

The options that you can specify per task are:

• Hide the Notes header
• Change the Notes header

 

Configure Task Notes Header

Changed Notes Header

Steps to Enable

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

Move Generated Report from Checklist Tasks Into Document Records

As part of Onboarding a worker, you may want to present information from various functional areas of HCM to the worker to review. You can do this by building a custom report. You may also want to store this generated report to the worker's document records as a future reference of what the worker reviewed as part of their Onboarding.

Report Task Set Up

Report Created in Document Records

Steps to Enable

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

Tips And Considerations

• You configure the report task type by providing a document type.
• When the Report task is marked as complete, the document record gets created for the specified document type. This report is then stored as an attachment for that document record.

Delete Allocated Checklists Using HDL

You now have the ability to delete allocated checklists using HCM Data Loader (HDL).

Steps to Enable

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

Key Resources

For more information on HCM Data Loader (HDL), see the Oracle Human Capital Management Cloud Integrating with HCM guide on Oracle Help Center.

Disposal of Document Records and Delivery Preferences from HCM Cloud

You can now effectively manage organization and individual data protection requirements for document records and document delivery preferences. These business objects can be removed only for terminated workers using the Remove Person Information feature.

Remove Business Objects

Steps to Enable

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

Enhanced Security for Employment-Related Approval Notifications

Approvers having access to workers' employment information can now also view their assignment data in the employment-related approval notifications. Even if the approvers don’t have the access to initiate employment transactions for workers, they can now view their assignment data from the approval notifications. For example, the approver of a promote transaction can now view the promotion details section in the approval notification in this scenario: The approver doesn’t have access to initiate promotion for the worker, but has access to the Employment Info page of the worker.

However, the approver still can’t edit the promote transaction.

Approval Notification for a Promote Transaction

We have enhanced the scope of security for employment-related approval notifications by securing them with an additional privilege named View Employment Information Summary Data. This privilege is in addition to the existing data security privilege provided for the approval notifications.

Steps to Enable

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

Tips And Considerations

• This enhancement applies only to the assignment-related section of the notification. Other sections continue to be secured as earlier.

• If the approver doesn’t have access to the salary of the worker, then the salary details won’t be displayed in the notification.

• Approvers can’t edit the employment transaction of workers if they don’t have the appropriate manage privilege for the transaction.

Role Information

This table shows the aggregate privileges that support features in this update and the predefined roles that inherit them.

Data Privilege Name and Code	Aggregate Privilege Name and Code	Job or Abstract Role
View Employment Information Summary Data PER_VIEW_EMPLOYMENT_INFORMATION_SUMMARY_DATA	View Employment Information Summary ORA_PER_VIEW_EMPLOYMENT_INFORMATION_SUMMARY	Employee Contingent Worker Line Manager Human Resource Analyst Human Resource Specialist

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

Data Comparison in Notification Message After Approval

We have enhanced the ability of users to review the data changes in the notification message before and after the approval process. The post-approval notification message will now display the data comparison between the values before and after the approval process.

Data Comparison in Post-Approval Notification Message for Promotion Flow

Steps to Enable

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

Tips And Considerations

• This feature enhancement is applicable to these scenarios:
  • Transaction initiated only from responsive pages.
  • Approval Required as well as FYI notifications.
  • Employment transaction approval that doesn't have bypass approval enabled. If approval has been set to Bypass, then a notification isn't generated.
• This feature doesn’t support the Delete Assignment and Cancel Work Relationship transactions.
• The before and after changes for assignment EFF data is still not displayed in the post approval notifications.
• New data models and business intelligence (BI) templates have been delivered to support this feature. The post approval notifications use a different data model and BI template. Therefore, your existing customizations will not apply to the post approval data models and BI templates. If you require similar changes in the post approval notifications, you need to repeat the same customization on the new data models and BI templates.

Default Display of National Identifier Section

All fields in the National Identifier section are enabled and editable when you edit a worker in the following tasks:

• Convert Pending Worker
• Edit Pending Worker
• Create Work Relationship

If the National Identifiers region is required, the region now expands and displays all the visible fields if there are no national identifiers. This is now consistent with the user experience of the Add Person responsive UI. You no longer have to click the Add button to enter the national identifier values. You can also add multiple IDs in the same flow. If the national identifier was previously specified, then you can edit the ID in the task.

If you make the National Identifiers region required in the Transaction Design Studio, and the user does not enter any values at all, an error message appears reminding them to complete this section before continuing on to the next section.

Edit Pending Worker Configuration in Transaction Design Studio

This section will display all the fields and you can edit them when any field in the section is specified as required in the Transaction Design Studio.

Create Work Relationship Flow Configuration in Transaction Design Studio to Display NID Fields

Steps to Enable

1. Access the HCM Experience Design Studio within a sandbox
2. Create a page configuration rule, on the Transaction Design Studio tab:
3. Select Create Work Relationship from the Actions list of values
4. Click the Add button.
5. Enter the basic details for the new national identifier section behavior.
6. In the Available Attributes region, select Personal Details from the Data Source list.
7. Change the value to Required for the National Identifiers Region.
8. To configure the individual national identifier fields, select National Identifiers from the Data Source list.
9. Change the values for Required and Visible as per your requirement.
10. Save.
11. Apply the sandbox.

Tips And Considerations

• You can't independently configure the Convert Pending Worker, Rehire or Renew flows in the Transaction Design Studio. To configure these flows, you must edit the Create Work Relationship flow in the Transaction Design Studio. The Create Work Relationship flow configuration applies to the Create Work Relationship, Rehire, Renew, and Convert Pending Worker flows.

• The error message for the required values isn't displayed for the national ID region if the user submits the transaction directly from the When and Why section. This is the expected behavior since the user didn’t move to the national ID region.

Key Resources

For more information refer the following document on My Oracle Support:

• HCM Responsive User Experience Setup Information (Document 2399671.1)

• How to use Unified Sandbox (Doc ID 2602107.1)

Include Comments and Attachments When Submitting Share Transactions for Approval

Comments and Attachments are added to the Share Data Access and Share Personal Info transactions. Now you can include a justification when submitting the transactions for approval. You can also configure the attributes as required or not required and visible or not visible in the Transaction Design Studio.

Comment and Attachments in Share Data Access Task

Comments and Attachments Section in Share Personal Info Task

Steps to Enable

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

Tips And Considerations

• Comments and Attachments will only display if the Share transaction is configured for approvals. If the transaction is set to bypass approvals, the attributes will not display.
• Share Data Access includes a separate Notes attribute. The Notes attribute remains with the transaction after approval, and may be useful to capture details of why the access was shared. The Comments attribute is not visible on the page after the transaction is submitted.

Global HR 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.

Additional Transaction Design Studio Support for Share Personal Info Task

The Share Personal Info task has enhanced configuration capabilities in the Transaction Design Studio. You can now set Citizenship, Legislative Info, National Identifiers and Personal and Contact Info sections of the page to 'Not visible'.

In the example below, the transaction has been configured for use in employment verification. The citizenship, legislative, and national identifier attributes are not required. The transaction has been configured to make these sections 'Not visible'.

Sample Rule for Share Personal Info

Steps to Enable

1. In order to enable the share personal info flow, you must enable the following profile option and have enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you have not enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, please see following white paper: HCM Responsive User Experience Setup Information (Document ID 2399671.1). 

   Field	Value
   Profile Option Code	PER_SHARE_RESPONSIVE_ENABLED

NOTE: This step of enabling profile is for existing customers only. New customers starting with 19D or a later release do not need to setup these profiles, as the new responsive screens are delivered by default.

Search for and click the Manage Administrator Profile Values task. To enable the profile option, navigate to the Setup and Maintenance work area:

• Search for and select the profile option.
• Click to add a new Profile Value.
• Select the Level as Site.
• Enter a Y in the Profile Value field.
• Click Save and Close.

2. Access the HCM Experience Design Studio within a sandbox
3. Create a page configuration rule, on the Transaction Design Studio tab:
   1. Select Share Personal Info from the Actions list of values.
   2. Click the Add button.
   3. Enter the basic details.
   4. In the Page Attributes region, select "Add Recipient" from the Region dropdown.
   5. Change the visibility setting for each of the sections.
   6. Save.
   7. Apply the sandbox.

Tips And Considerations

• The Employment Info section must be set to Visible; it is not available for configuration
• Attributes within the sections are not available for configuration

Key Resources

For information on previously released capabilities for Share Personal Info in the Transaction Design Studio, refer to Share Personal Info and Share Data Access Available in Transaction Design Studio under Global Human Resources > HR Redesigned User Experience/Responsive Pages in the release 19B What's New.

For more information on creating and enabling the profile options, refer to the following document on My Oracle Support:

• HCM Responsive User Experience Setup Information- (Document ID 2399671.1)

For information on Transaction Design Studio

• See the Transaction Design Studio – What It Is and How It Works (Document 2504404.1) on My Oracle Support.
• See the Implementing Global Human Resources Guide, Chapter "Other Setup and Maintenance Tasks"

Force Complete an Allocated Checklist

You can force complete checklists and tasks which are allocated but not yet completed due to various reasons. For example, an offboarding checklist that is allocated but needs to be completed because the employee decided to withdraw their resignation. In such cases, this feature enables you to complete the checklist and tasks but retain the checklist allocation details for future reference.

You use the force complete feature in the Allocated Checklists redesigned pages. In addition, this feature is also available in HCM Data Loader (HDL), HCM Spreadsheet Data Loader (HSDL) , and in the REST API for Allocated Checklists.

Force Complete Option

Force Close Open Tasks Confirmation Message

Steps to Enable

In order to enable the new Checklist, you must enable the following profile option and have enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you have not enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, please see following white paper: HCM Responsive User Experience Setup Information (Document ID 2399671.1).

NOTE: This step of enabling profile is for existing customers only. New customers starting with 19D or a later release do not need to setup these profiles, as the new responsive screens are delivered by default.

Field	Value
Profile Option Code	PER_CHECKLIST_RESPONSIVE_ENABLED

To enable the profile option, navigate to the Setup and Maintenance work area:

1. Search for and click the Manage Administrator Profile Values task.
2. Search for and select the profile option.
3. Click to add a new Profile Value.
4. Select the Level as Site.
5. Enter a Y in the Profile Value field.
6. Click Save and Close.

Human Capital Management for Australia

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

Disability Self-Disclosure

Employees can now self-disclose a disability to their employer using the Disability Info page. In addition, the employees can upload relevant documentation about the disability in the Disability Attachments section of the Disability Info page.

Disability Attachments Section

Steps to Enable

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

Tips And Considerations

You can define your own disability category lookup codes using the DISABILITY_CATEGORY lookup type:

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

• Offering: Workforce Deployment
• Functional Area: Australian Payroll
• Task: Manage Common Lookups

2. Search for and select the DISABILITY_CATEGORY lookup type.
3. In the Lookup Codes section, add the lookup code, meaning, and description for the disability category.
4. Click Save and Close.

Human Capital Management for China

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

Updated Nationality to Citizenship for the Worker Data Validation Report

To be consistent with the term used in the user interface, the term Nationality has been changed to Citizenship in the Worker Data Validation Report.

Nationality Changed to Citizenship in the Worker Data Validation Report

The Term Citizenship in the User Interface

Steps to Enable

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

Expatriate Field Is Optional

The Expatriate field is used to identify whether an employee is a citizen of mainland China or not. You can set this field to Yes or No, depending on the citizenship of an individual. If you set this field to No, you must specify a citizen identification number. If you don't specify one, the application runs a validation and prompts you to do so when you click Next in the Hire an Employee: Person Information page.

The Expatriate field has now been made optional. If you leave the Expatriate field blank, the validation that checks whether a citizen identification number is specified for an employee is no longer run.

Expatriate Field in the Legislative Information Section of the Hire an Employee: Person Information Page

You can submit the Run Data Validation Report to get a list of employees whose citizen identification number, pass number, or passport number is missing.

Worker Data Validation Report

Steps to Enable

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

Tips And Considerations

Run the Worker Data Validation Report to get a list of the employees whose citizen identification number, pass number, or passport number is missing.

Human Capital Management for India

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

Disability Self-Disclosure

You can allow employees to self-disclose their disabilities and upload their disability certificates. HR can then use this information to make workplace adjustments, and for further analysis and reporting.

Go to Personal Information - Personal Details - Disability Info, select the country as India and the appropriate disability category.

Employee: Disability Self-Disclosure

HR: Manage Disability

Steps to Enable

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

Human Capital Management for Italy

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

Vacation Absence Accrual Formula

You can calculate entitlement and current leave balance with the new Vacation Accrual formula. This formula enables you to perform the following:

• Calculate Entitlements for the current year
• Carryover of outstanding balance from previous year
• Calculate available leave balance
• Leave management for part time workers
• Entitlement proration for hire and termination in the month
• Configure additional entitlement for seniority days

Legislative rules determine the Entitlement Calculation.

Define Absence Plan and Absence Type

You must create absence plans for the current and previous years for the vacation absence type Annual Leave. You must also create the absence plan for additional leave in hours.

Use the Manage Absence Plans task in the Absence Administration work area to setup the absence plans and define plan type.

Use the Manage Absence Types task in the Absence Administration work area to create the absence types for vacation such as Paid Vacation, Additional Vacation and Unpaid Vacation.

Once you complete the setup and save the absence record, the application calculates the accruals:

Steps to Enable

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

Global Payroll Interface

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

Global Payroll Interface Supports Additional Person Habit and Disability Attributes

You can use the additional person habit, namely Tobacco usage, and disability-related attributes in the GlobalPersonData section in your interface with third-party applications.

Here’s a sample output XML file, where you can find the person habit attribute:

Here’s a sample output XML file, where you can find the disability attributes:

NOTE: If you wish to report these attributes with the other changes in the next incremental run, ensure that you run a baseline extraction after this feature is applied. You can perform regular extractions after the baseline extraction is completed.

Steps to Enable

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

Global Payroll Interface Supports Person Name in Local Language

You can interface person names captured in the local language using the LocalPersonNames section in the Global Payroll Interface output XML file.

Here's a sample output XML file,

NOTE: Ensure that you do a baseline extraction after this enhancement is applied. You can do regular extractions after completion of the baseline extraction.

Steps to Enable

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

ADP Global Payroll Interface Supports Configurable Output Template

Send data to ADP Global Payroll by using the output template that you have configured. You can use the Customize option to modify the delivered OverrideTemplate. This option creates a copy of the delivered OverrideTemplate. Once you have modified the template, upload the template with the same name.

Steps to Enable

Before You Start

• Ensure that you have the BI Administrator privilege.

Here’s how you can modify the output template:

1. Login to the BI Catalog.
2. Navigate to Payroll Interface under Shared Folders, Human Capital Management. Select ADP Global Payroll Interface and click More.
3. From the dropdown, select Customize. This option creates a copy of the ADP Global Payroll Interface report in the Payroll Interface folder under Shared Folders, Custom, Human Capital Management.
4. Click Edit. You can find a new window with the XSL Template.
5. Click Edit to download the OverrideTemplate. You can now modify the template based on your requirement.
6. Navigate to the ADP Global Payroll Interface report in Payroll Interface folder under Custom. This report is a copy of the delivered report.
7. Click Edit, and delete the OverrideTemplate.
8. Upload the template with your modifications to the ADP Global Payroll Interface folder under Custom with the same name, that is, OverrideTemplate.
9. Click New and select Report.
10. Close the Create Report popup window. Click Upload under Upload or Generate Layout section.
11. Browse for the modified template and upload the file with the locale. Click Upload.

Tips And Considerations

Here are few tips before you modify the output template:

• You mustn’t edit the delivered report layout directly. Ensure that you create a copy under the Custom folder using the Customize option before any modifications.
• Once a modified copy of the report layout is created in Payroll Interface folder under Custom, the interface output file always gets generated in this layout. The delivered layout will be no longer used.
• To revert modifications and to start using the delivered layout, delete all artifacts of the modified layout from the Payroll Interface folder under Custom.
• If you want to update the standard template, ensure that you delete contents of the custom folder and follow the steps to customize the provided standard template.

Worklife Solutions

Oracle Fusion Human Resource Advisor

Oracle Human Resources Help Desk is a native engagement solution that provides robust HR case management capabilities, leading to a superior HR service experience. This application covers all aspects related to service request management for workers, managers, and HR Help Desk agents.

Identify Affected Party in HR Help Desk

We have improved the HR Help Desk feature with the addition of the Affected Party attribute. Employees can use this attribute to identify a person who is affected by a service request (SR). For example, when an employee submits a SR for someone else, they use the Affected Party attribute to identify that person. The Affected Party attribute has these features:

• Is available for Application Composer configuration to display it on the SR Summary and Contacts tabs.
• Serves as another type of contact for the SR.
• Contains a Smart Navigator link to HCM on the Summary tab.
• Doesn't have visibility to the SR.

Steps to Enable

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

Refresh Service Request List in HR Help Desk

We have improved the HR Help Desk feature with the addition of a new Refresh icon for the HR Service Requests list page. Employees can click the Refresh button to check for service request (SR) updates without having to modify or toggle the current saved search.

Refresh Icon in HR Service Requests Page

Steps to Enable

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

Tips And Considerations

You can't perform a SR refresh during an inline edit or a mass update. You can refresh the SR page only after completing the inline edit or mass update tasks.

Workforce Reputation Management

Oracle Workforce Reputation Management harnesses social networks to help organizations discover, mobilize, and retain talent. This functionality provides insight into workers' social reputation and influence while also monitoring workers' social media usage compliance and mitigating social media risk.

Create Mentorship Profile

You can make your mentorship profile more meaningful by using it to showcase your story, career highlights, and areas of interest. Create and edit your mentorship profile on a regular basis to make your profile relevant and interesting.

You use Preferences on the Personal Brand landing page to create your profile.

Mentor Profile

Steps to Enable

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

Request for Mentor Job Shadowing

You can now train and learn a skill quickly and effectively by requesting to job shadow a mentor. Job shadowing is listed as an option in the mentor request type drop-down list.

Requesting a Mentor for Job Shadowing

Steps to Enable

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

Request Mentoring for Direct Report

You can request mentoring for direct reports to help them improve a skill. All direct reports listed in the Team Skills page have the Add Mentor action that can be used to initiate a mentor request.

Add Mentor on Team Skills Page

Steps to Enable

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

Send Organizational Surveys

You can now send surveys on important topics to the entire organization in addition to direct reports and peers for feedback from a wider audience.

Select the Recipients of Your Survey

Send Surveys to the Entire Organization

Steps to Enable

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

Workforce Health and Safety Incidents

Oracle Health and Safety supports corporate initiatives to track and improve health and safety in the workplace.

OTBI Reporting for Data Security Incidents

Improve your data security management system with the new subject area Data Security - Incidents Real Time. For data security related incidents it provides:

• Real time information
• Reports
• Analysis
• Event details
• Key metrics related to incidents
• Count of incident, incident events, and closed incidents

Steps to Enable

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

Role Information

Assign the Environment, Health and Safety Transaction Analysis Duty role to the appropriate user during implementation.

Health and Safety Redesigned User Experience/Responsive Pages

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.

Workforce Health and Safety 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.

Steps to Enable

To view Workforce Health and Safety in the responsive pages, you must do all of the following:

• You must enable the following Workforce Health and Safety Incidents related profile option codes.

NOTE: This step of enabling profile is for existing customers only. New customers starting with 19D or a later release do not need to setup these profiles, as the new responsive screens are delivered by default.

HCM_RESPONSIVE_PAGES_ENABLED	Enables reporting and managing incidents from professional pages.
HNS_KIOSK_RESPONSIVE_ENABLED	Enables reporting incidents from employee self-service pages.

To enable any profile options, navigate to the Setup and Maintenance work area:

1. Search for and click the Manage Administrator Profile Values task.
2. Search for and select the profile option.
3. Click to add a new Profile Value.
4. Select the Level as Site.
5. Enter a Y in the Profile Value field.
6. Click Save and Close.

Corporate Social Responsibility

Oracle Corporate Social Responsibility represents a corporation's initiatives to take responsibility for its effects on the environment and social well-being. Corporate social responsibility is increasingly becoming a decisive factor in HR processes to recruit, retain, and motivate the most qualified employees.

Join Campaigns

You can now promote and increase awareness about corporate volunteering initiatives using campaigns. Campaigns allow employees to easily discover and join volunteering projects that are associated with a campaign.

Find a Campaign to Join

Steps to Enable

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

Add Photos

You can now upload photos for completed volunteering projects and share them with other volunteers. If the photo approval setting is enabled then administrators can manage photos and quickly take action on reported photos.

Add Photos for a Completed Volunteering Project

Steps to Enable

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

HR Optimizations

HCM 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.

Global HR

Enhanced Assignment Subject Areas

Enhance your reporting on Assignment Real Time and Assignment Event Real Time subject areas with the addition of attributes to report on employment related information.

The following attributes are added to Assignment Details and Assignment Event details subject areas:

• Grade Step Progression Eligibility Indicator
• Seniority Basis
• Automatic Calculation of Work Measures 

Steps to Enable

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

Effective Dates in EFF's

We have made it easy for you to report on extensible flex fields with the inclusion of effective start and end dates. With this enhancement you can report on the history data of these EFF's:

• PER_ORGANIZATION_INFORMATION_EFF
• PER_LOCATION_LEG_EFF
• PER_LOCATION_INFORMATION_EFF
• PER_JOBS_LEG_EFF
• PER_JOBS_EIT_EFF
• PER_POSITIONS_LEG_EFF
• PER_POSITIONS_EIT_EFF
• PER_ASSIGNMENT_EIT_EFF
• PERSON EFF

Steps to Enable

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

Termination Notification Date Enhancement

We have made it easier for you to report on worker details with the inclusion of the Termination Notification Date attribute that reports on the date when the worker provided notice of their termination. This attribute is added to the Worker dimension across all subject areas.

Steps to Enable

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

Termination Attributes in Work Relationship Real Time

We have made it easier for you to report on terminations in the Work Relationship subject area with the inclusion of the following attributes in the Work Relationship Details folder:

• Termination Reason
• Termination Category
• Termination Category Code

Steps to Enable

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

Modified Column Names - Work Relationship Real Time

We have made it easier to report on the Workforce Management - Work Relationship Real Time subject area with the renaming of a few columns. The columns and their changed names include the following:

• Worker Type > Period Type
• Worker Type Code > Period Type Code
• # of Days Service > Days of Service
• # of Months Service > Months of Service
• # of Years Service > Years of Service

Steps to Enable

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

Department Dimension Enhancements

We have made it easy for you to report on departments by using these attributes:

• Department > Manager Person Number
• Department > Hierarchy > Tree Version Effective Start Date
• Department > Hierarchy > Tree Version Effective End Date

Steps to Enable

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

Global HR OTBI Replaced or Removed Features

From time to time, Oracle replaces existing features with new features, or removes existing features.

Replaced features may be put on a path of removal, the features below will let you know what update you will have to have moved to the newer feature. As a best practice, you should move to the newer feature as soon as possible for full support and to stay up with the latest updates that the product offers.

Any feature that is removed, will have an Update in which that feature is no longer available. Please make necessary plans to move off the feature by the Update indicated, as it will no longer be available.

Removed Columns - Document of Records Real Time Subject Area

Analyze and modify your existing analyses that leverage the following attributes. These attributes have been removed from the Workforce Management - Documents of Record Real Time subject area in 20A:

Dimension	Attributes
Document Type	Restrict Add Attachment Restrict Update Attachment Restrict Delete Attachment
Document of Record Details	Status

Steps to Enable

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

IMPORTANT Actions and Considerations

REPLACED OR REMOVED FEATURES

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

Product	Removed Feature	Target Removal	Replacement Feature	Replaced In	Additional Information
Global HR	Seniority Dates Moves from V2 to V3 in Update 20B	20B	Seniority Dates V3	17D
OTBI / Global HR	Removed Columns - Document of Records Real Time Subject Area	20A

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ORACLE CURRENTLY PLANS TO DECOMISSION THE HCM CLASSIC SIMPLIFIED USER INTERFACE IN UPDATE 20B

The new and redesigned HCM Responsive User Experience has been available and promoted as our standard since Update 18B.  If you are still using the older HCM Classic Simplified User Interface, please begin transitioning to the HCM Responsive User Experience.

For information, video links and next steps, please see Document ID 2399671.1 - HCM Responsive User Experience Setup Information

Highlights of New User Interface:

We’ve taken the employee and manager self-service pages to the next level by redesigning them to look and behave the same on desktop and mobile devices.  We’ve also changed the look and feel of the pages to provide a better experience for end users.

Pages and messages look more modern and use simpler, more conversational language so that you can more easily read and understand content across all devices.  The pages are clutter-free and clean and display only those fields that are required to complete the task.  You can personalize the pages and add more fields that are hidden by default.  For most self-service tasks, you’re asked what you want to do, and the task is broken down into a series of steps based on your choice.

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KNOWN ISSUES / MONTHLY AND STATUTORY MAINTENANCE PACK

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

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

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

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