Oracle Fusion Cloud Payroll 22C What's New

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OCTOBER MAINTENANCE PACK FOR 22C

Revision History
Overview
Feature Summary
Payroll
1. Payroll for Mexico
  1. 1. Economic Zone Override

Update 22C

Revision History
Overview
Feature Summary
Payroll
IMPORTANT Actions and Considerations for Payroll

October Maintenance Pack for 22C

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	Module	Feature	Notes
22 NOV 2022			Created initial document.

Overview

this What’s New:

Release Updates (22A, 22B, 22C, and 22D)
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.

____________________

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our products better, please let us know. To enter an idea go to the Ideas Lab on Oracle Customer Connect. In this document wherever you see the light bulb icon after the feature name it means we delivered one of your ideas.

____________________

Date	Module	Feature	Notes
15 DEC 2023	Global Payroll	Support for Time Updates in Payroll	Updated document. Revised feature information.
22NOV 2022	Canada Payroll	Canada Payslip Enhancements	Updated document. Revised feature information.
30 SEP 2022	Global Payroll	Net Pay Amount in Person Results Page	Updated document. Revised feature information.
30 SEP 2022	Global Payroll	Retention Period for Payroll HCM Extracts Archive Data	Updated document. Revised feature information.
29 JUL 2022	Global Payroll	Smart Nav Date Support	Updated document. Revised feature information.
29 JUL 2022	Global Payroll	Payroll Flows Outbound API Notifications	Updated document. Revised feature information.
29 JUL 2022	Global Payroll	HCM Alerts for Payroll Flows	Updated document. Revised feature information.
03 JUN 2022			Created initial document.

Suggested Reading for all HCM Products

Human Resources What’s New – In the Global Human Resources section you will find features on the base application in which other application are built upon.

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

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 Help Center – Here you will find guides, videos and searchable help.
Release Readiness – New Feature Summary, What’s New, Feature Listing Spreadsheet, Spotlights and Release Training

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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 release updates. 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 update, 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.

Feature Summary

Column Definitions:

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.

	Ready for Use by End Users (Feature Delivered Enabled) Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.
Feature	Report	UI or Process-Based: Small Scale	UI or Process-Based: Larger Scale*
Payroll
Global Payroll
Smart Nav Date Support
Support for Time Updates in Payroll
New Messages on the Personal Payment Method Page
Calculation Entries Effective Date Field Updates
Language Translation of Element Objects
Responsive Balance Result - View Balances By Date
Net Pay Amount in Person Results Page
Autocomplete Rules for Assigned Payroll Business Object in Local and Global Transfer
Payroll Flows Outbound API Notifications
HCM Alerts for Payroll Flows
Retention Period for Payroll HCM Extracts Archive Data
Run Balance Exception Report Support for Excel and CSV
Payroll for Bahrain
Bahrain Retro for Social Insurance and Gratuity
Payroll for Canada
Canada Payslip Enhancements
Display National Identifier on Employee Active Payroll Balance Report
Report Vacation Liability Balance in Employer Liabilities Sections of Global Reports
Payroll for China
Use Month-to-Date Balances in Social Security Calculations
Payroll for Mexico
Element CFDI Information Enhancement
Payroll for Saudi Arabia
GOSI Salary Recalculation Update
Payroll for the United Kingdom
LGPS Annual Pensionable Pay Frequencies
Reporting to MyCSP Additional Assignments That Have Ended
Send PAE Notification Letters Through Email
Payroll Validation Archive Report Enhancements
IMPORTANT Actions and Considerations for Payroll

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.

Smart Nav Date Support

The date context you set on the advanced person search is now passed between pages when you navigate across the payroll responsive pages using Smart Nav.

You can access the Smart Nav menu using the three orange dots next to the person photo in the header region. This menu is available on all person level payroll tasks such as Calculation Entries, Element Entries, and so on. You can access these tasks from the Payroll area under My Client Group on your Home page.

The Smart Nav menu enables you to navigate between pages whilst retaining the context of the person and the person search date.

For example, suppose you have selected an effective date of 17, May on the advanced person search page to view your calculation entries on the Calculation Entries page and you subsequently navigate to the Balance Adjustments page. The balances are displayed as of 17, May. The latest effective date, 17 May, on the Calculation Entries page is passed on to the next page you view, the Balance Adjustments page.

If you update the date on a subsequent page, this date isn’t carried forward to a subsequent page. The person search date is always used when you navigate to a new page using Smart Nav.

If you don’t provide a date in the advanced person search page, then the application uses the system date and passes this date when you navigate across the payroll pages using Smart Nav.

Some classic pages, such as the Individual Balance Adjustment, don’t support this date context and hence the date context is lost when you navigate from the classic Balance page to another responsive page with Smart Nav.

Set a date context on the advanced person search and navigate across the payroll responsive pages using the Smart Nav menu to view payroll information for the person whilst retaining the context of the person and the person search date.

Steps to Enable

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

Support for Time Updates in Payroll

You can now load time card updates to payroll. Time card information from Time and Labor or a third-party time product can be loaded into the payroll application for payment. When you make any changes to the time card only the updated time information is sent to payroll.

For example: Employee submits a weekly timecard with 7.5 hours salary per day, Monday to Friday. The time card is loaded into the payroll application. Subsequently, the employee updates the salary hours for Thursday to 8.5 hours. When time is next loaded to payroll only the 8.5 hours update will be included for the time card. If the weekly time card has already been paid, the additional 1 hour will be identified by the retropay process and paid in the next payroll period.

This enhancement is currently available for new time elements created from the 22C update. It is recommended that all customers who are creating time elements for a payroll implementation enable this feature.

NOTE: An upgrade for time elements created prior to 22C will be available in a later update.

This enhancement reduces the number of time entries created when a timecard is updated. As a result, it also reduces the volume and complexity of retropay processing for time card changes.

Steps to Enable

Set the profile option ORA_PAY_INTFC_IN_PLACE_UPDATE to Yes. By default, the profile option is set to No which means Time records are deleted and recreated when updated time card information is loaded. To disable this action, you must set the profile option to Yes so only the updated time information will now be passed to payroll.
When time card information is loaded into the payroll application, the details including costing, is held in the calculation information tables. Expand the retropay event group to include changes to these time details.
- Navigate to My Client Groups and select the Event Group task.
- Add the ‘Calculation Range Item’ entity to the ‘Entry Change for Retro’ event group for each type of update such as correction, insert, remove and update. You need to select the 'VALUE1' attribute for the correction update. Attribute can be left blank for the insert, remove and update rows.
Take the same action if you have defined your own event group for retropay purposes.

New Messages on the Personal Payment Method Page Feature is from a customer submitted idea.

You now have messages to help prevent your self-service employees from deleting personal payment methods (PPM) in error.

For example, the employee no longer wants to use a PPM. When the employee deletes the PPM and it has not yet been picked up in a prepayments process or there are no current payroll processes using it, they get the message to confirm their request. They have an option to cancel or continue. If they continue, the PPM is end dated as of system date minus one day, which makes it no longer effective. Also, the employee longer sees this PPM on the page.

If the PPM is included in a current payroll process and the employee attempts to delete, they get a message letting them know when the PPM will be deleted. For example, if the prepayment process date is 31-May-2022, the message the employee receives is "This payment method is included in a payroll process. This personal payment method will be deleted on 31-May-2022." They have an option to cancel or continue. If they continue, the PPM is end dated as of the prepayment process date and the employee no longer sees this PPM on the page after that date. Until the prepayment process date is in the past, the employee's PPM remains effective and can be viewed on the page.

View additional messages on the personal payment method page, to prevent users from deleting payment methods in error.

Steps to Enable

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

Key Resources

For information on configuring, refer to these guides located in the Oracle Help Center.

Administering Global Payroll
Using Global Payroll for Employees

Calculation Entries Effective Date Field Updates

You can now view a date field for the option All Current and Future when updating calculation entries.

Effective Date field

When end dating an element, the default end date option is removed. You can view the date field only if you select the End Date option.

The date context from the previous page is retained when end dating an element. For example, if the date context is set to 01-JAN, the page will display all standard entries as of 01-JAN or later. You also have an option to edit the date.

This feature provides a better user experience as it enables the user to edit the date.

Steps to Enable

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

Tips And Considerations

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

Language Translation of Element Objects

You can now view predefined element features such as input values, suffixes in the name of child elements, balances, and formulas in any of the installed session languages you prefer. Previously, all element features were displayed in English, independent of the session language.

NOTE: If you install a new language after creating the elements, the template will not auto generate correct translations. Elements created in past will be displayed only in English.

When changes are now made to the session language, the element features will be automatically translated to the set language. For example, if you create an earnings element and set your preferred session language to Korean, the template will generate input values names in Korean.

Input Values Displayed in English

Input Values Displayed in Korean

This feature provides a better user experience as it enables the users to view element features in their preferred session language.

Steps to Enable

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

Tips And Considerations

This feature is available only for the installed languages.
This feature is not yet available in the US legislation.

Responsive Balance Result - View Balances By Date

Use the Balance by Date responsive page to view the payroll balances for an employee as of a specific date. For example, you can view the Year-to-Date (YTD) overtime balance for an employee as of 31, October 2022.

The Balance Results page display balances for a specific process, whereas the Balance by Date page calculates and displays balances for an effective date. As a result, the page only displays balance dimensions that can be calculated based on a date, such as month-to-date (MTD), period-to-date (PTD), quarter-to-date (QTD), year-to-date (YTD), inception-to-date (ITD0, and so on. The page doesn’t display other types of dimensions such as Run Balances.

Navigate to My Client Groups > Payroll > Balance by Date, search for a person, and enter an Effective Date to view balances for the person as of a specific date.

Use the Show Filters option to filter the balances by tax reporting unit (TRU), balance group, and so on as shown in the image. You can use the down arrow against a balance to view the calculation breakdown ID and TRU for the displayed balance.

Use the Balance by Date page to view balances for these scenarios:

Retrieve and view balances as of end of a quarter, year, period, month, and so on. Rather than search for a payroll process that was run on or before a particular date, you can now search for a person, enter a date (say end of a quarter or month to view QTD or MTD balances), and view the value of a balance as of that date.

View balances before making balance adjustments. In order to know the existing balance value so that the appropriate adjustment can be made, you can retrieve and view the balances for a person as of a certain date and then determine how much must be the incremental change that you must make through the adjustment.

View balances as of day prior to transfer of an employee to a new payroll relationship. When an employee is transferred from one legal employer to another, a new payroll relationship begins with the new legal employer or payroll statutory unit. In this case, you must review the balances for the employee as of one day prior to the transfer and then transfer the balances to the new payroll relationship through balance adjustments.

View impact of balance initializations for different time dimensions and adjustment dates. For example, a simple three-line batch load can create three adjustments of PTD, QTD, and YTD balances as of the load date and assuming it’s for a monthly payroll. You can retrieve and verify the balances for each period and for the relevant dimensions by specifying appropriate dates. For example, by entering a date of 01, April, you can view the QTD and YTD balances. By entering a date of 01, January, you can view YTD balances.

The Balance by Date responsive page allows you to search for a person, enter a date, and view the balances for the person as of a specific date.

Steps to Enable

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

Net Pay Amount in Person Results Page Feature is from a customer submitted idea.

View the Net Pay information on the Person Results page for these payroll flows as given in this table.

Payroll Flow Name	Net Pay Details Displayed
Calculate Payroll	Net pay amount
Prepayments	Total amount
Make EFTs Generate Check Payments	Total amount
Costing	Credit, debit amounts

You can drill down and view further details of the net pay amount for the different flows as given here:

For prepayments, the payment amount splits and status aren't displayed in the Results Details page. An employee can have multiple payment methods, for example, the employee can be paid by both check and by EFT. The payment methods can also have different statuses. For example, one payment method is in complete or paid status, while the other one is incomplete or unpaid. You can drill down from the Results page to the Prepayments page to get the details of the split payments made.
Costing of multi-currency payment amounts are not displayed in the Results Details page. However you can access the breakdown by drilling down from the Results page to the Costing of Payments page.

View at a glance the Net Pay amount on the Person Results page and drill down and navigate to other pages to view further details.

Steps to Enable

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

Tips And Considerations

The Net Pay Amount is added to the responsive version of the Person Process Results page. This information is not yet made available for our customers in the UK and Oman. However, if this net pay feature is critical to your organization, you can continue using the classic version of the Person Process Results page.

Autocomplete Rules for Assigned Payroll Business Object in Local and Global Transfer Feature is from a customer submitted idea.

You can create autocomplete rules to derive HR assignment attributes from Payroll, such as location, for the LGT flow.

Derive a Payroll based on HR assignment attributes (such as location) using Autocomplete Rules, within the Local and Global Transfer (LGT) Flow.

Steps to Enable

Follow the instructions provided in the Document ID 2767655.1 Enabling Oracle HCM Cloud Autocomplete Rules to log a Service Request (SR) with Oracle Support to enable autocomplete rules in the HCM Experience Design Studio.

Use Transaction Design Studio to make the payroll region mandatory in the LGT flow:

Navigate to Edit Rule.
In the Show or Hide region, set the Payroll Details to Required and Visible.
In the Page Attributes region, enable the Show error message for mandatory sections that haven’t been viewed. By default, this box is not enabled (not checked), which raises the warning message instead of the error message. The error message forces you to access the mandatory region before continuing.
Save your changes.

Create autocomplete rule:

Action type codes for the EMP_Groovy_ActionTypeCode
HCM Params function within the Transfer flows context:
1. Action Type Name: EMPL_GLB_TRANSFER
2. Action Type Code: Global Transfer
In this example, the autocomplete rule defaults the Organization ID for a Department from the HR Assignment attribute within the LGT flow.

In this example, the autocomplete rule defaults Payroll.

Tips And Considerations

Important items to consider when implementing this feature for the flow and pages:

You must access the payroll region in the LGT Flow page to trigger the autocomplete rule, otherwise, the current employee’s payroll is copied as the default and isn’t derived based on HR Attributes. To prevent issues, you must make the Payroll Region mandatory. Otherwise, even if you visit the payroll region and even if the autocomplete rule is correct, the payroll data won’t be defaulted.

With the Payroll Details mandatory, it won’t be viewed as an option in the LGT flow.

If the autocomplete rule is not set up, the data won’t be derived, the source payroll data is copied and default won’t occur in the payroll section.

If the payroll data needed by the autocomplete rule is missing, the data won't be derived, the source payroll data is copied and default won’t occur in the payroll section.

If an existing data validation rule prevents the payroll data to default, even if the autocomplete rule is correct and the mandatory payroll section functional setup is complete, the data won’t be derived and the source payroll data is copied across in the Payroll section. For example, an employee transfers from position A to position B and data items, such as payroll and organization, are defaulted with position B data items.

This feature is only valid for the Global Transfer feature.

Key Resources

For information on configuring, refer to these guides located in the Oracle Help Center.

Configuring and Extending HCM Using Autocomplete Rules

Payroll Flows Outbound API Notifications

Configure an outbound notification with the payroll flows outbound API notifications feature. Once a task in a flow completes, it sends a completion message to an external downstream server. The server gets a notification that the process has completed, so that downstream non-payroll processes can be triggered.

The flows outbound API solution utilizes the industry standard client credentials flow, OAuth 2.0. This standard allows for secure communication between servers based on a token authentication approach. This solution is automatically called once the task completes.

Use the Outbound Integration tab on the flow setup page and enter this information required by OAuth 2.0 to allow for an outbound confirmation notification to be sent.

Client ID
Client Secret
Authorization Service URL
Resource Service URL

Also select the Enable Outbound check box on the flow setup page.

Although the configuration level for this feature is at flow pattern level, a notification is sent for each task in the flow. The notification text includes the following:

Flow Instance Name
Checklist Name
Flow Task Group Status
Owner Type
Owner
Completion Time

An automatic and manual retry option for the notification is available if a response isn’t received from the customer application. The number of automatic retries is set to 5 and the wait time between each retry is 1, 2, 4, 8, 16 seconds respectively.

Use the ORA_PAY_SEC_UI_FLO profile option to enable the Outbound API Notifications feature. Before you enable the profile option, log an SR with Oracle Support so they can generate a key and run the upgrade process so that the profile option is enabled.

Use the payroll flows outbound API notifications feature so that after completion of a task, the automatic notification can trigger downstream non-payroll processes.

Steps to Enable

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

Key Resources

For more information, refer to the following resources on the Oracle Help Center:

Payroll Flows Outbound API Notifications

HCM Alerts for Payroll Flows

The HCM Alerts functionality for payroll flows enables you to configure and send worklist FYI notifications or emails to alert flow owners of the status of flows that they are flow owners. These alerts are triggered from an event or from a REST resource.

The HCM Alerts functionality replaces the existing flow notification solution and offers the following advantages:

Define your own notification content using your own templates.
Compose notification content to include status of the flow.
Send notifications to multiple flow owners within a group.
Define language or country-specific email templates.

NOTE: The HCM Alerts functionality is not available for manual flow tasks. The predefined HCM flow alerts apply only for the automatic flow tasks.

Predefined Alerts

Predefined alerts are available for you to use directly. They notify a flow owner when a flow task has started or ended. The ended notification includes the status of the task such as complete or error.

The SOA flow notifications are enabled by default. To switch to the predefined HCM flow alerts, you must enable the ORA_PAY_TASK_NOTIFICATION_SWITCH profile option and set it to Y. You can then verify that the HCM flow alerts are displayed in the Notifications section of the flow pattern.

The following alerts are predefined in the application.

Alert Name	Description
Start Flow Task Alert	Notification to inform the payroll task owners when a task within a flow becomes active.
End Flow Task Alert	Notification to inform the payroll task owners when a task within a flow finished processing and is marked as complete.
Completed with Alerts	Notification to inform the payroll task owners when a task within a flow finished processing with a status grouped by Completed with Alerts.
Critical Alerts	Notification to inform the payroll task owners when a task within a flow has completed with a status grouped by Critical Alerts.
Corrected Processes	Notification to inform the payroll task owners when a task within a flow finished processing with a status grouped by Corrected Processes.

The flow notification includes the {FLOW_NAME} token that you can click to navigate to the checklist of the flow and review the task.

Use the delivered FLOW_PATTERN_ALERT templates or deactivate the delivered template and create new templates to create your own alerts. You can change the logic for notification generation, email content, font size, font style, graphics and links, to meet your own requirements.

The template supports tokens for parameters such as Person ID of the person receiving a notification, flow instance name that you have submitted and is processing, base task name, and so on.

Use the Alerts Composer tool to enable and configure your email notifications.

Use the HCM Alerts functionality for payroll flows to configure and send worklist FYI notifications or emails to alert flow owners of the status of flows that they own.

Steps to Enable

The SOA flow notifications are enabled by default. To switch to the predefined HCM flow alerts, you must enable the ORA_PAY_TASK_NOTIFICATION_SWITCH profile option and set it to Y.

Key Resources

For more information, refer to the following resources on the Oracle Help Center:

HCM Alerts for Payroll Flows

Retention Period for Payroll HCM Extracts Archive Data

The HCM Extracts purge feature automatically purges payroll information created by reports and are older than the retention period set for the predefined payroll extracts. The retention period controls the period of time the archive data is retained before it is purged.

This table lists the retention period for the various payroll reports. The HCM Extracts purge feature automatically purges archive data older than the retention period.

Flow Pattern	Extract Definition	Archive Retention Period
Generate Prenote File	Generate Prenote File	89
Run Balance Exception Report	Run Balance Exception Report	89
Run Deduction Report	Deduction Report	90
Run Gross-to-Net Report	Gross to Net Summary Archive	90
Run Payment Register Report	Global Payment Register	90
Run Payroll Activity Report	Payroll Activity Report	90
Run Payroll Activity Report for the Latest Process	Payroll Activity Report for the Latest Process	90
Run Payroll Balance Report	Payroll Run Result Report	90
Run Payroll Costing Results	Payroll Costing Report	90
Run Payroll Data Validation Report	Data Validation Report	7
Run Payroll Messages Report	Payroll Messages Report	90
Run Payroll Register Report	Global Payroll Register	90
Run Payroll Register Report for the Latest Process	Payroll Register Report for the Latest Process	90
Run Periodic Payroll Activity Report	Periodic Payroll Activity Report	90
Run Periodic Statutory Deduction Register	Periodic Statutory Deduction Register	90
Run Retroactive Entries Report	Retroactive Entries Report	90
Run Retroactive Notification Report	Retroactive Notification Report	90
Run Statutory Deduction Register	Statutory Deduction Register	90
Run Statutory Deduction Register for the Latest Process	Statutory Deduction Register for the Latest Process	90
Run Third-Party Payment Register Report	Global Third Party Payment Register	90
Run Worker Data Validation Report	Data Validation Report	7

The HCM Extracts purge process automatically purges payroll information generated by the predefined and user-defined payroll reports. The purge feature always leaves the latest dated extract within the retention period irrespective of the number of times you have run the report.

Use the Purge Extracts Archive Data process in Report mode before and after the purge for a specific extract to check if the records are being purged.

The process improves performance and optimizes space utilization of the database. You cannot change the retention period set for each predefined report, nor can you control the frequency of the automatic purge process.

The HCM Extracts purge process improves performance and optimizes space utilization of the database.

Steps to Enable

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

Key Resources

For more information refer to the following topics on the Oracle Help Center:

Purge Extracts Archive Information

Run Balance Exception Report Support for Excel and CSV Feature is from a customer submitted idea.

A report category is a set of delivery options grouped together. A delivery option defines where and how the report output is delivered, including the output file format, CSV, PDF, or Excel. The Report Category parameter is added to the Run Balance Exception Report flow task to show the list of delivery options defined for the report's extract definition.

Use the Report Category parameter to indicate if the Run Balance Exception Report should be generated in a PDF, CSV or Excel format. If left blank, the existing PDF delivery option is used.

You can now define different delivery options to define various output formats for the Balance Exception Report.

Steps to Enable

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

Payroll for Bahrain

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

Bahrain Retro for Social Insurance and Gratuity

To simplify retroactive calculations for both social insurance and gratuity, the existing elements have been updated to include:

Retroactive components on all social insurance and gratuity elements previously delivered.
Retroactive elements equivalent to all social insurance and gratuity elements previously delivered.
Balance feeds to include the new retroactive elements.

Calculate social insurance and gratuity accurately when there's a retroactive change to the salary.

Steps to Enable

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

Key Resources

Watch United Kingdom and GCC Countries Localizations Readiness Training

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.

Canada Payslip Enhancements

The Canada payslip now displays the start and end dates of the retroactive earnings period. It is a summary balance for the element, regardless of whether multiple periods are reported.

Additionally, the link to the employee’s payslip will now include the date and the net pay amount. This will help employees differentiate between multiple payslip attachments.

Enhanced payslip reporting that supports start and end dates for retroactive earnings and better user experience for employees when reviewing their payslips.

Steps to Enable

If you choose not to use this feature with existing elements, no action is required.

In order to take advantage of displaying of the start and end dates for retroactive earnings, you must either create a new element, or update your existing elements. By creating a new element, the appropriate status processing rules are automatically included. If you choose to update your existing elements, follow these required steps to add a Direct Result formula result rule to the Status Processing Rules of the shadow retroactive elements. These updates will allow you to see the start and end dates for retroactive earnings for existing elements. You will need to do this for all existing retroactive shadow elements of these classifications:

Standard Earnings
Supplemental Earnings
Taxable Benefits

NOTE: The retro status processing rule was previously delivered by core for Absence elements. No action is required for elements of this type.

To add the Direct Result formula result rule to the Status Processing Rules:

Navigate to Payroll > Elements and search for the element.
Select the retroactive shadow element to edit.
In the Element Overview section, under the Status Processing Rules folder, select the rule.
Under the Formula Result Rules section, check to ensure there is a Direct Result for either PERIOD_NUMBER or L_PERIOD_NUMBER. The correct configuration is illustrated here.

1. If the Direct Result for PERIOD_NUMBER (or L_ PERIOD_NUMBER) is present, but the Target Input Value is blank, update the rule to include Period Number.
  1. Click Edit>Correct.
  2. For Target Input Value, select Period Number.
  3. Click Save, then Submit.
2. If the Direct Result for PERIOD_NUMBER (or L_ PERIOD_NUMBER) is not present, follow these steps to add a new status processing rule for the Direct Result rule.
  1. Click Add.
  2. For Result Returned, select either L_PERIOD_NUMBER or PERIOD_NUMBER.
  3. For Result Rule, select Direct Result.
  4. For Target Input Value, select Period Number.
  5. Click Save, then Submit.
Repeat this process for each retroactive shadow element.

Tips And Considerations

Note these important considerations for the display of the retroactive start and end date:

The retroactive earnings that are displayed represent the summary balance for the element for the entire pay period, with the start and end dates displayed.
Any newly created elements will automatically display the start and end dates for retroactive earnings.
If you choose not to use this feature with existing elements, no action is required.
If you customized the payslip template and you want to use this feature, you must customize this new version of the seeded payslip template delivered in the 22C update.

Key Resources

Refer to these documents on the Canada Information Center for additional information.
Welcome tab > Product Documentation > Technical Briefs > Implementation and Use.
To receive important Fusion Canada Legislative Product News, you must subscribe to the Hot Topics Email feature available in My Oracle Support. Refer to the document below on the Canada Information Center for additional information.
Welcome tab > Other Documents > How To Use My Oracle Support Hot Topics Email Subscription Feature

Display National Identifier on Employee Active Payroll Balance Report Feature is from a customer submitted idea.

You now have the option to display the person’s national identifier on the Employee Active Payroll Balance Report. This feature offers various display options, using a new hidden parameter. The valid values for the Display Person National Identifier parameter are:

Do not display ID – the column is not present in the report (this is the default value)
Display masked ID – displays the Social Insurance Number, partially masked, as XXX-XXX-### (for example XXX-XXX-555)
Display full ID – displays the full Social Insurance Number (for example, 555-555-555)

Out-of-the-box, the National Identifier column is not displayed on the report, and the new parameter is not visible in the Run Employee Active Payroll Balance Report flow. To enable and use the new parameter in the flow, customers must copy the seeded flow and create a copy, then enable the Display Person National Identifier parameter for that flow.

Supports the ability to configure various versions of the report, offering flexibility to display the national identifier or not, and in what format. This feature can make it easier to reconcile balances with third-party tax providers that may require the employee’s Social Insurance Number.

Steps to Enable

If you choose not to use this feature, no action is required.

If you choose to use this new feature and enable the Display Person National Identifier parameter, you must copy the seeded Run Employee Active Payroll Balance Report flow. This will create a custom flow and allow you to enable the new parameter. Use the Payroll Flow Patterns task to copy the existing flow, then enable the Display Person National Identifier parameter by changing Display to Yes, as illustrated here.

Once the changes are submitted, the Display Person National Identifier parameter is enabled for the custom flow.

For additional information on the topic of Payroll Flow Patterns, please see the online help topic.

Tips And Considerations

Note these important considerations for this feature:

You don't have to use the new feature if you don't want to display the national identifier. You can simply use the seeded flow as is, or if you create a custom flow, don't enable the parameter.
The employee’s designated primary national identifier is displayed. This is held in the National Identifiers section for the person. If you only added one identifier, it's automatically set as the primary identifier.
You can create different versions of the flow pattern with different parameter settings for different users, depending on their security requirements. For example, one user could use the existing seeded report with no changes so the new parameter is hidden and the National Identifier column isn't displayed at all. Another user could use a version of the report where the parameter is set to display the full identifier, and the National Identifier column is displayed with the person’s primary identifier that is fully displayed.

Key Resources

Refer to these documents on the Canada Information Center for additional information at Oracle Help Center / Human Resources / Administering Payroll Flows.
Welcome tab > Product Documentation > Technical Briefs > Implementation and Use.
To receive important Fusion Canada Legislative Product News, you must subscribe to the Hot Topics Email feature available in My Oracle Support. Refer to the document below on the Canada Information Center for additional information at Welcome tab > Other Documents > How To Use My Oracle Support Hot Topics Email Subscription Feature.

Report Vacation Liability Balance in Employer Liabilities Sections of Global Reports

You can now view the Vacation Liability balance on the global reports. The balance is generated in the payroll run and is now displayed in the Employer Liabilities sections of these global reports:

Payroll Register
Payroll Activity Report
Payroll Balance Report
Gross to Net Report
Element Results Register

Enhanced reporting for vacation liability.

Steps to Enable

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

Key Resources

Refer to these documents on the Canada Information Center for additional information at CA - Payroll tab > Product Documentation > Technical Briefs > Vacation Liability Processing.
To receive important Fusion Canada Legislative Product News, you must subscribe to the Hot Topics Email feature available in My Oracle Support. Refer to the document below on the Canada Information Center for additional information at Welcome tab > Other Documents > How To Use My Oracle Support Hot Topics Email Subscription Feature.

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 Month-to-Date Balances in Social Security Calculations

You can now make social security contributions using the month-to-date balances. Social security contributions are not payroll-period specific. Employees make social security contributions once every month irrespective of the number of payrolls assigned during the month. If there is no tax reporting unit change when a payroll change occurs in a calendar month, social security contributions are calculated in the payroll run of the transfer-out payroll, but not in the transfer-in payroll. If there is a change in tax reporting unit during the payroll transfer, social security contributions are calculated under both payrolls.

Use month-to-date balances in social security calculations, to be better compliant with legislative requirements.

Steps to Enable

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

Payroll for Mexico

Element CFDI Information Enhancement

When you create or edit payroll elements, you can now add the Comprobante Fiscal Digital por Internet (CFDI) key and concept in addition to selecting the CFDI code. The CFDI key is limited to 15 characters and displayed in the CLAVE tag of the CFDI XML. The CFDI concept key is limited to 100 characters and displayed in the Concepto tag of the CFDI XML.

There are four new questions in the element template when creating new elements, as shown in this image:

Create an element

There are four new fields when updating an element, as shown in this image:

Update an element

This enhancement provides you greater clarity when reporting information Comprobante Fiscal Digital por Internet (CFDI) to Sistema de Administración Tributaria (SAT).

Steps to Enable

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

Tips And Considerations

When adding a new element, if you enter more than 15 characters for the CFDI key or more than 100 characters for the CFDI concept, they will be truncated to 15 and 100 characters respectively in the CFDI XML report.

Payroll for Saudi Arabia

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

GOSI Salary Recalculation Update Feature is from a customer submitted idea.

To simplify the management of the GOSI reference salary, use the delivered component details Recalculate GOSI Salary. Set the check box to 'True' to enable the recalculation of the GOSI Reference Salary.

NOTE: You can set an end date for the component Recalculate GOSI Salary if you don't want the continuous recalculation of the GOSI reference salary.

For example, if you set the Recalculate GOSI Salary check box to 'True' on 01 Feb with no end date, the GOSI Reference Salary will be recalculated every month. Alternatively, if you set the Recalculate GOSI Salary check box to 'True' on 01 Feb with an end date of 28 Feb the application will only recalculate the GOSI Salary for that month.

NOTE: The component details need to be date effective, so that any previously end-dated component details aren't impacted when the change is made.

Simplify the management of the GOSI reference salary.

Steps to Enable

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

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.

LGPS Annual Pensionable Pay Frequencies

The calculation of the Annual Pensionable Pay has been enhanced by selecting the appropriate frequency. You can now choose between a frequency of monthly, the default we already have in place, quarterly, semi-annually or annually.

Although you must reassess the appropriate band and rate each April, you can now choose to review them periodically or when there is a material change in pay.

You record the Public Sector Payroll Information in the organization level (PSU or TRU) calculation card. Select the Benefits component group. In the LGPS Information calculation component, LGPS Calculation Information calculation component details, you can select these values for Calculation Rate Frequency:

Annual
Semi Annual
Quarterly
Monthly

You can set the values for the APP Proration Units field to Daily or Work Day.

NOTE: Any calculation rate frequency entered on the Public Pension Sector Information calculation card at the TRU level will have priority over the value held at the PSU level.

At the employee level, you can set the calculation card overrides in the Benefits and Pensions calculation card for LGPS Details with these new fields:

Annualized Permanent Pensionable Pay Override (this amount will be used to calculate the rate as long as no end date has been reached yet)
Recalculate Monthly check box (If this field is checked, the Annualized Permanent Pensionable Pay will be calculated based on current monthly Eligible Compensation)

This feature enables you to enhance the user experience by selecting the appropriate frequency of monthly, quarterly, semi-annually or annually for the calculation of the LGPS rates.

Steps to Enable

To work with the frequencies quarterly, semi-annually or annually you have to:

To create a new Main Pension Scheme element follow set up steps in whitepaper Oracle Fusion HCM (UK) Public Sector Pensions – Local Government Pension Scheme)

NOTE: With this element creation new input values will be generated for the employee contribution element – Annualized Pensionable Pay, Calculation Rate Frequency and Calculated Pensionable Pay and a new balance Calculated Pensionable Pay will be created which will be used for quarterly and semi-annually frequencies.

Create a different Rate Definitions for: Semi-Annual and Quarterly frequencies or Monthly and Annual frequencies

Add a Rate Contributor Balance for which you select the Permanent Pensionable Pay Balance:

Go to the Rate Definitions task and Create a new rate for category Derived Rate
On tab Returned Rate Details, select the Periodicity and the Periodicity Conversion Formula
In field Employment Level, select Payroll Assignment
Keep field Reporting Required unchecked (as it will not be picked up in the Generate Rate Process)
Check field Calculate Live Rates
Set Periodicity to Null (keep it blank for quarterly and semi-annual frequencies rate)
Select the Periodicity Conversion Formula Standard Rate Annualized

Create a Rate Contributor and assign in Balance Name the balance for Permanent Pensionable Pay:

Select Balance Dimension - Assignment, No Calculation Breakdown, Tax Year to Date for quarterly and semi-annual frequencies rates or select Balance Dimension - Assignment, NoCB Period to Date for monthly and annual frequencies rate.
Add this Calculation Value Definition as Calculation Factor to the new created Main Pension Scheme Calculator element:

Go to task Create Calculation Value Definition

Create a new calculation value definition and select Public Sector Pension Rates in field Value Definition Group
In field Retrieval Date, select Effective Date
Select Rate Definition in field Calculation Type
In section Calculation Values, click Add and assign the previously created Rate Definition

NOTE: Enter minimum/maximum values in From Value and To Value, for example 0 and 9,999,999.

Go to task Elements
1. Search for and select the <BaseName> Calculator element
2. On the left side, click on Calculation Factor
3. Click + to create a new calculation factor
4. In field Calculation Step, select LGPS Calculation Rate Frequency – Semi annual or quarterly
5. In field Calculation Value Definition, select the previously created calculation value definition

Reporting to MyCSP Additional Assignments That Have Ended Feature is from a customer submitted idea.

You can report the end of an assignment to MyCSP when an End Assignment or End Term action has occurred (but the work relationship still exists).

All the files corresponding to the assignment are closed as of the end date. This includes Service History, Part-Time History, Pay History, Salary History, Allowance History, and WPS Contribution Rate History File, where applicable.

This feature enables you to report MyCSP additional assignments that have ended.

Steps to Enable

You need to associate the End Assignment or End Term actions with a MyCSP End Reason.

If you use action reasons, you must associate each action and reason combinations with a MyCSP End Reason.

Tips And Considerations

If multiple assignments exist, you must create multiple pension scheme components (each with its own Pension Payroll ID) and associate each assignment with the correct component.

Send PAE Notification Letters Through Email Feature is from a customer submitted idea.

To send email notifications, you need to set up the following information:

Employees must have a valid work email address entered under Communication Methods for the Person in the person record.
Employees date of birth must exist
In the document delivery preference, set the preferences to Online, or Online and Paper:

From My Client Groups, click Show More.
Under Employment, click Document Delivery Preferences.
Search for and select the appropriate document type, for example, Pensions Automatic Enrolment.
In Document Delivery Preferences, check the settings and make any necessary changes. The default delivery method is Paper. Select Online or Online and Paper.
Select a document type to edit.
In Document Type Information, set Enable Document Delivery Preferences to Yes.
Save your changes.

Enable notifications using the new extensible lookup type ORA_HRX_GB_OUTPUT_CONTROL that you can use to populate with your production system to indicate that emails must be sent for a particular instance. Use the Manage Common Lookups Task to do this.

To set the email delivery option (predefined or user-defined), use the Extract Definitions task in the Data Exchange area on the Home page. Set the appropriate values for the Extract Delivery Options.

Select the Extract Definitions task in the Data Exchange area on the Home page.
In the Search window, enter UK Pensions Automatic Enrolment Pensions Notification Process in the Name field.
Select Archive Retrieval in the Type field.
Select a legislative data group (LDG) and click Search.
Click UK Pensions Automatic Enrolment Pensions Notification.
Click the Deliver tab.
Select the Extract Delivery Options tab under the Hierarchy panel on the left.
Click Add to add a row for the delivery option and enter these details as shown below:

Field	Description
Delivery Option Name	Enter a value, example Pensions Notification Letter Email.
Output Type	PDF
Report	Enter the location of the report output.
Template Name	Enter the name of the report template for this output type.
Output Name	Enter Name of the report output, for example, Excel Register.
Delivery Type	Select E-mail.
Required	Select this check box.

Click Save. The newly created delivery option is saved.
Click Add in the Additional Details section and select the appropriate values:

Set up the BIP Email server in the Administration work area, and provide appropriate Delivery details:

Pensions letter templates(predefined or custom):The pensions archive that is called in the Pensions Automatic Enrolment Assessment Multiple Updates Process is enhanced to validate and archive the employee's work email address, if email notifications are turned on and the delivery preference includes Online. If the delivery preference is set to Online only, and the email address is missing or invalid, a warning message is raised.
Generate Pensions Automatic Enrolment Reports: If notifications are turned on, the generate pension letters process sends emails to employees with valid email addresses. If the notifications are disabled, the process runs as before and emails will not be sent.

As required by the Pensions regulations, you can now send notifications to employees of their status by email when they are automatically assessed.

Steps to Enable

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

Key Resources

For more information, see the following guides in the Oracle Help Center:

Implementing Global Human Resources>Applications Core Configuration>Define Lookups
Using Global Human Resources>Hiring an Employee>How You Create a Work Email

Payroll Validation Archive Report Enhancements

Here's the list of new or updated validation messages added to the Payroll Validation Archive Report:

An employee nearing the age of 75 years within the next calendar month having an active pension component
No valid assignments found for statutory deduction, pensions automatic enrolment, court orders and student loans calculation cards
Missing new starter, pension declaration or expatriate notifications
An employee who doesn’t have minimum two address lines excluding postcode. This is for the Pension Automatic Enrolment Assessment run rollback.

This enhancement delivers new and updated messages provided in the Payroll Validation Archive Report.

Steps to Enable

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

IMPORTANT Actions and Considerations for Payroll

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
	Nothing at this time.

_________________________

KNOWN ISSUES / MAINTENANCE PACK SPREADSHEETS

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)