Document History

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

Date Update Version Notes
21 DEC 2018 Update 18C Revised update 18C.
23 NOV 2018 Update 18B Revised update 18B.
19 JAN 2018 Update 18A Delivered new features in update 18A.

Update 18C

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
21 DEC 2018

Time and Labor: Recalculation for Retroactive Change Enhancements

Updated document. Delivered feature in update 18C.

21 DEC 2018

Time and Labor: HCM Group Refresh Enhancements

Updated document. Delivered feature in update 18C.

23 NOV 2018 Time and Labor: Overtime Period Enhancements

Updated document. Revised feature information.

07 SEP 2018   Created initial document.

Overview

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

It is important for you to know what Release Update your environment is on. You can find this in your Cloud Portal. If you are on Update 18A, you will only have features that are in 18A or the Monthlies for 18A, you will not have 18B features until you receive the 18B update. You can however read ahead on future release so you can make plans for when you will receive the next update.

If you are upgrading from Release 12, you should read all features up through the Release Update that you will receive in the upgrade, this can also be found in 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:

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

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

Additional Optional Reading:

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

Give Us Feedback

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

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.


Opt In Only = These features are made available for use via Opt In. No additional setup steps are required.

Opt In, Plus Additional Steps Required = To use these features you must first Opt In, then perform additional setup steps.

Steps Required (No Opt In) = Setup steps must be performed before these features can be used. For example, new or expanded BI subject areas need to first be incorporated into reports. Integration is required to utilize new web services.

New Features Delivered Ready to Use
(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.

New Features That Customer Must Take Action to Use (Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Customer Action:
Opt In Only

Customer Action:
Opt In, Plus Additional Steps Required

Customer Action:
Steps Required (No Opt In)

Time and Labor Management

Time and Labor

Recalculation for Retroactive Change Enhancements

HCM Group Refresh Enhancements

Enhanced Overtime Calculation

Overtime Period Enhancements

Increased Time Management Efficiency

View Time Cards Introduction

Time Card Search Enhancements

Filter Values for Time Card Field Choice Lists

Time Card Change Audit Enhancements

Time Card Transfer and Process Statuses Enhancements

HR Optimization

Workforce Management Transactional Business Intelligence

Absences

Compensatory Time Accrual Balance Enhancement - Accrual Subject Area

New Sample Analyses - Line Manager Dashboard

New Attributes - Accrual Real Time

Time and Labor

Time & Labor Subject Areas - New Attributes

Performance Enhancement for Time & Labor Subject Areas

Time and Labor Management

Time and Labor

Oracle Fusion Time and Labor is a comprehensive, easy to use, rule-based time recording and management application. The calendar-based time entry interface and fully configurable time card layout easily address simple and complex time recording needs. Rule templates and the real-time rules engine provide an extensible and robust method to validate time entries and automatically apply pay rules, such as overtime calculations. Time and Labor now integrates completely with the following Oracle Cloud Human Capital Management applications: Global Human Resources, Absence Management, Global Payroll, and Project Costing. This integration insures accurate and consistent data for payroll processing and costing as well as project management billing.

Recalculation for Retroactive Change Enhancements

Automatically identify future time cards for resubmission based on edits to the time cards. Where time calculation rules determine overtime across multiple time card periods, an edit to a time card can require the recalculation of time data for a future time card. You enable automatic identification on worker time processing setup profiles. If enabled, edited time cards are automatically evaluated and affected time cards are handled by the Set Time Card Resubmission Status to Resubmit process.

Specify Whether to Enable Resubmission of Future Time Cards on Time Processing Profiles

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Configure time processing profiles using the Manage Worker Time Processing Setup Profiles task in the Time Management or Setup and Maintenance work areas. In the Setup and Maintenance work area, this task is part of the Workforce Deployment offering, Time and Labor functional area.

HCM Group Refresh Enhancements

Refresh all HCM groups in a single scheduled process. The Evaluate Group Membership process was enhanced to support refreshing all HCM groups at once. It also allows refreshing group membership for a given person. If the Group field is left blank, the process refreshes all HCM groups with Include in All Group Refresh Processes selected.

Leave the Group Field Blank to Refresh All HCM Groups with Include in All Group Refresh Processes Selected

Steps to Enable

No steps are required to enable this feature.

Enhanced Overtime Calculation

Overtime Period Enhancements

Distinguish overtime and earned days using expanded work day definition attributes. Overtime calculations use the overtime day to handle time entries that span days. Overtime entries that span multiple days are automatically split at the overtime day start time. You can configure the overtime day to start on the current or next day. The earned day spanning rule determines the earned day for time entries that span midnight. Payroll then processes transferred time based on the earned day.

Configure Work Day Definitions to Identify the Earned Day for Time Entries Spanning Multiple Days and the Day Start Time for Overtime Calculations

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information, see the following topic in Applications Help:

Increased Time Management Efficiency

View Time Cards Introduction

Managers with the View Time Cards privilege use the View Time Cards task to search for and view time cards for their direct reports. This task is one of the task tabs in the Time Management work area.

View Time Cards Page in the Time Management Work Area

Steps to Enable

No steps are required to enable this feature.

Time Card Search Enhancements

Search for time cards based on the status of data transfers to their time consumers (transferred, not transferred, or partially transferred). This new criterion enhances the advanced time card search area.

Add Transfer Status Fields to Use in Advanced Time Card Searches

Steps to Enable

No steps are required to enable this feature.

Filter Values for Time Card Field Choice Lists

Filter time attribute values in a multi-attribute time card field displayed on time card pages based on HCM group eligibility, user role, and whether the value is enabled when time processing profiles that contain the field are active. For example, only eligible workers can view allowances. Only their managers can edit the allowances.

Set Worker and Manager Allowed Actions for Multi-Attribute Time Card Fields

Assign an HCM Group to Multiple Rows in the Attribute Definition Table of Multi-Attribute Time Card Fields

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Since you can use a maximum of 20 multi-attribute fields across all layouts, plan carefully when you create the fields and associate them with layouts. Use the allowed actions for worker and managers and associate 1 or more HCM groups with each row to create 1 multipurpose time card field. Then, use that field in various layout sets across many groups of workers and managers.

The default action for both workers and managers is Edit.

Optionally filter the values that workers and managers see by assigning 1 or more HCM groups. You can do this row-by-row, by clicking the Show All Groups icon. You can also select multiple rows and on the Actions menu, select Assign to HCM Group. For worker and manager time layouts that include this field:

Key Resources

For more information, see the following topics in Applications Help:

Time Card Change Audit Enhancements

Track any absence changes on a time card when audited. As with other time entry changes, you can now require change audit reasons for absence changes. The reasons are based on the worker's change audit setup and are part of the time card historic data.

Also track worker fixes of any incomplete time entries on audited incomplete or in error time cards. Configure change audit to require reasons when workers fix missing time imported from collection devices, including web clock. The change and reason then become part of the time card historic data.

Enable and Configure Change Audit on Worker Time Processing Profiles

Include Audit Reasons for Absence Changes and Incomplete or In Error Time Entries Fixes in the ORA_HCM_CA_REASONS Lookup

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information, see the following topic in Applications Help:

Time Card Transfer and Process Statuses Enhancements

Review the payroll processing status for absence entries in time cards, in the Additional Statuses dialog box. This completes the additional status view for all types of time card entries. It helps managers to better resolve issues with time data and payroll processing.

See the Status of Absence Entries Transfers to Payroll on the Additional Statuses Dialog Box

Steps to Enable

No steps are required to enable this feature.

HR Optimization

Workforce Management Transactional Business Intelligence

Oracle Fusion 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.

Absences

Compensatory Time Accrual Balance Enhancement - Accrual Subject Area

Enhance your reporting on employee accruals with the addition of new attributes and metrics related to compensatory time balances. As part of this enhancement a new dimension and fact folders are added. With this enhancement the customers can report on the details related to the employee compensatory absence plan details.

Attributes Related to Compensatory Time Balances

Sample analyses from this enhancement are shown here.

Plan Date Accrual Type Accrual Type Code Display Name Accrual Value
Compensatory Time    31-Oct-2016 Accruals ORA_ANC_COMPTME Ina Amber 2.
        Ina Amber 2.
        Betty Anderson 8.
        Betty Anderson 2.
  28-Feb-2017 Absences ABS Ina Amber 8.
  31-Mar-2017 Expiration disbursements ORA_ANC_COMPTME_EXP_DISBURSE Ina Amber 2.
        Ina Amber 2.
  30-Apr-2017 Other adjustments ORA_ANC_COMPTMEADJ Betty Anderson 6.

Steps to Enable

No steps are required to enable this feature.

New Sample Analyses - Line Manager Dashboard

Enhance your reporting on employee absence management with the addition of new sample reports to the line manager dashboard. The following analyses have been seeded in the OTBI web catalog and added correspondingly to the line manager dashboard.

The additions are done across two of the dashboard pages related to absence management.

Absence Page

  1. Absences by Month (Current / Next Month): Renders the total numbers of absence days in the current and Next Month. This report is built using the Absence Calendar Subject Area

  1. Top 5 – Absence Count by Absence Reason: Renders the percentage of top 5 absences by absence reason. This report is built using the Absence Real Time Subject Area.

  1. Absences By Type and Plan: Renders the total numbers of absence days by Absence Type and Absence Plan using a column selector. This report is built using the Absence Calendar Real Time Subject Area.

  1. Accrual Balance by Plan Type: Renders the Accrual Balance by Accrual Plan Type. Accrual Balances for Donations are filtered out of the report. This report is built using the Accrual Real Time Subject Area

  1. The Top 5 Employees with High Accrual Balance: Displays the top 5 employees with high accrual balance plan wise. This report is built using the Accrual Real Time Subject Area.

Absence Calendar Page

  1. Absence Calendar analyses was moved from Absence page into this.
  2. Absence Calendar Direct Reports: Displays current and next month absences of the direct reported employees for a logged in line manager simulating a calendar view. The report is built using Absence Calendar subject area and doesn't get changed on the selection of prompts.

Steps to Enable

No steps are required to enable this feature.

New Attributes - Accrual Real Time

Enhance your reporting on accrual real time subject area with the inclusion of the attributes that support new functionality introduced in Fusion Absence Management. The functions include:

The new attributes added as part of this enhancement includes the following:

The following new accrual types are available for reporting through the existing attribute "Employee Plan Participation". "Accrual Type"

Changes done to the following existing metrics

Metrics

Change In Calculation Logic

Front-Loaded plan - Discretionary Disbursements

Includes new transaction types: Elective Disbursements, Year-end Disbursement

Front-Loaded plan - Transferred Balance

Includes new transaction type: Enrollment Transfer, Rollover

Incremental plan - Discretionary Disbursements

Includes new transaction types: Elective Disbursements, Year-end Disbursement

Incremental plan - Transferred Balance

Includes new transaction type: Enrollment Transfer, Rollover

Steps to Enable

No steps are required to enable this feature.

Time and Labor

Time & Labor Subject Areas - New Attributes

Enhance your reporting on Time and Labor subject areas with new attributes related to schedules and timecard submissions. This enhancement doesn't affect the existing presentation layer (the dimensions, facts, attributes, and metrics) it only improves query performance.

This table identifies the new attributes and the subject areas and dimensions that contain them.

Subject Area Dimension Attribute

Workforce Management - Planned Schedules Real Time

Planned Shift Details
  • Shift Owner Code
  • Shift Owner

Workforce Management - Published Schedules Real Time

Published Shift Details

  • Shift Owner Code
  • Shift Owner

Workforce Management - Reported Time Cards Real Time

Reported Timecard Details

  • Timecard Resubmission Status Code
  • Timecard Resubmission Status
  • Timecard Resubmission Reason

Workforce Management - Historical Reported Time Cards Real Time

Historical Reported Timecard Details
  • Timecard Resubmission Status Code
  • Timecard Resubmission Status 
  • Timecard Resubmission Reason

Steps to Enable

No steps are required to enable this feature.

Performance Enhancement for Time & Labor Subject Areas

Enhance your reporting on the Time and Labor subject areas with improved performance of data rendering during analyses. This enhancement doesn't affect the existing presentation layer (the dimensions, facts, attributes, metrics); it only improves query performance.

Steps to Enable

No steps are required to enable this feature.

Update 18B

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
23 NOV 2018 Absence Management: Work Schedule Types Supported by HCM

Updated document. Delivered feature in update 18B.

23 NOV 2018

Time and Labor: Overtime Period Enhancements

Updated document. Delivered feature in update 18B.

06 APR 2018   Created initial document.

Overview

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

It is important for you to know what Release Update you environment is on. You can find this in your Cloud Portal. If you are on Update 18A, you will only have features that are in 18A or the Monthly and Quarterly updates for 18A, you will not have 18B features until you receive the 18B update. You can however read ahead on future release so you can make plans for when you will receive the next update.

If you are upgrading from Release 12, you should read all features up through the Release Update that you will receive in the upgrade. This can also be found in Cloud Portal.

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

Suggested Reading for all HCM Products:

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

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

Additional Optional Reading:

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

Customers Upgrading from Release 12

If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness content for Release 13 (updates 17B - 17D, as well as, updates 18A - 18B) to learn about all of the features available in release 13.

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

Action Required to Enable Feature

Feature

None (Automatically Available)

Enable via Opt In UI Only

Enable via Opt In UI Plus Additional Steps

Not Enabled via Opt In UI but Setup Required

Issue Service Request

Leave Management

Absence Management

Transfer and Rollover of Accrual Balance

Donation of Plan Balances to Coworkers

Handling Shifts that Span Two Days

Self-Service Cash Disbursement of Plan Balances

Configurable Approval Notifications for Absence Management Based on Reports

Work Schedule Types Supported by HCM

Time and Labor Management

Time and Labor

Time Card Search Enhancements

Time Card Processing Enhancements

Recalculation for Retroactive Change Enhancements

Mass Submit and Approve Time Cards Process Introduction

Overtime Period Enhancements

Expanded Integration / Time Repository

Time Entries Tracking Introduction

Expanded Integration / Absence Management

Reported Hours for Absence Accrual Calculation

Expanded Integration / Global Payroll

Expediting Time for Payroll Reprocessing Introduction

Expanded Integration / Global Payroll and Global Human Resources

Override Time Attributes for Rate by Criteria Introduction

HR Optimization

Workforce Management Transactional Business Intelligence

Absence Management

New Plan Type - Compensatory

New Attributes - Planned Schedules Real Time, Published Schedules Real Time

Time and Labor

New Dimension - Audit Details in Reported Time Cards Real Time

Enhanced Worker Compliance Results Real Time Subject Area

Leave Management

Absence Management

Oracle Fusion Absence Management is a configurable and flexible global solution that enables organizations to manage absences of their workforce. The framework provides ability to define both complex and diverse absence plans. It integrates with the Oracle Cloud Global Payroll and Time and Labor products and provides dedicated work areas for the roles of Administrator and Employees. Simplified user interface is provided for employees’ absence data entry.

Transfer and Rollover of Accrual Balance

You can now automate the transfer of accrual balances between accrual plans, for example, when a worker becomes ineligible for one accrual plan and is assigned another. Additionally, you can now define plan rollovers at year end from an existing accrual plan to a new plan.

To automate the transfer and rollover option between plans:

  1. In the Absence Administration work area, click Manage Absence Plans.
  2. On the Manage Absence Plans page, click Create.
  3. On the Create Absence Plan dialog box, in the Plan Type field, select Accrual.
  4. Click Continue.
  5. On the Create Absence Plan page, Plan Attributes tab, enter the plan name,
  6. Select the legislative data group.
  7. Select the plan unit of measure.
  8. Select a plan category to support transfer of some or all of the accrual balance when the plan is terminated due to loss of eligibility.

    Select Plan Category so that the Accrual Plan is Configured for Transfer

  9. On the Participation tab, in the Balance Disposition Rules section, select Transfer positive balance. This enables the Limit Rule field in the Transfer Rules section.

    Define Transfer Rules in the Transfer Rules Section of the Participation Tab

  10. In the Limit Rule field, you can:  
    • Select Unlimited if you don’t want to define a limit for transfer.  
    • Select Flat Amount if you want to define a limit. You must also specify the limit proration rule.  
    • Select Formula if there is a formula defined that returns values for the transfer limits. You must also specify the limit proration rule.
  11. On the Accruals tab, in the Year End Processing section, select the applicable rules and limits for rollover. By default, it is set to Not applicable. However, to configure rollover rules:  
    • Select Unlimited if you don’t want to define a limit for rollover.  
    • Select Flat Amount if you want to define a limit. You must also specify the limit proration rule.  
    • Select Formula if there is a formula defined that returns values for the rollover limits. You must also specify the limit proration rule.
  12. Select Disburse remaining balance if you want to pay out any elective disbursements on the last day of the plan year.

    Define Rollover Rules in the Year End Processing Section of the Accruals Tab

Steps to Enable

No steps are required to enable this feature.

Donation of Plan Balances to Coworkers

Workers can now initiate requests to donate some or all of their accrual plan balances to coworkers who need more time off. Additionally, administrators and managers also have the option to initiate a donation request on behalf of a worker. By providing a platform for workers to help each other, you build a sense of community in your enterprise.

Initiate Donation Request From a Worker's Accrual Plan on the Maintain Absence Records Page

When initiating a donation from an accrual plan, enter the donation date, select the recipient, and enter the amount to donate.

Enter Details of the Donation in the Initiate Donation Dialog Box

To configure the application so that your workers can donate their accrual plan balance to a coworker and coworkers are eligible to receive donations, complete these steps:

  1. Create a new plan type called Donation using the Manage Absence Plans task. Set the unit of measure as Hours or Days. The unit of measure for the donation and accrual plans must match, so that the accrual plan can identify the donation plan when a donation is initiated.
  2. Configure donation rules on the corresponding accrual plan to allow workers to donate their accrual balances.
  3. Optionally, configure approvals for donations initiated by workers.
  4. Enroll a worker needing additional time off to the donation plan.

CREATE A DONATION PLAN

To set up a donation plan:

  1. In the Absence Administration work area, Tasks panel tab, click Manage Absence Plans.
  2. On the Manage Absence Plans page, click Create.
  3. On the Create Absence Plan dialog box, in the Plan Type field, select Donation.
  4. Click Continue.
  5. On the Create Absence Plan page, Plan Attributes tab, enter the name of the plan.
  6. Select the legislative data group.
  7. In the Status field, select Active.
  8. In the Plan UOM field, select Hours or Days as the unit of measure so that this plan can receive donations from accrual plans with the same unit of measure. If you know that coworkers can donate from multiple plans with different units of measure, then enroll the worker into two donation plans, one with Hours and the other with Days.

Donation Plan Unit of Measure Defined as Hours

  1. On the Plan Rules tab, optionally specify a ceiling amount. You can select Flat Amount or Formula. Ceiling amount limits the total donated amount that this plan can receive.

Define a Ceiling for the Maximum Donation Amount

  1. On the Entries and Balances tab, specify the transactions that this donation plan allows workers to make. For example, you can allow workers to cash out the donated leave instead of taking an absence. This setup is similar to an accrual plan.

Configure Rules for Cash Disbursement of the Balance in the Donation Plan

  1. Select Transfer absence payment information for payroll processing and select an absence element to transfer the donation balance for payroll processing. To integrate the absence plan with Global Payroll, you can create elements using the Manage Elements page in the Payroll Calculation or Setup and Maintenance work areas and then associate the element in the Create Absence Plans page. This setup is similar to an accrual plan.

CONFIGURE DONATION RULES ON AN ACCRUAL PLAN FOR WORKERS TO DONATE TO COWORKERS

Enable the donation feature of an accrual plan on the Manage Absence Plans page. Use the Entries and Balances tab, Donation section. You can also configure donation rules and limit the number of hours that a worker can donate to another worker.

Configure Donation Rules in the Entries and Balances Tab of the Create Absence Plans Page

For the Donation Rule, you can select either Formula or Flat Amount. When you select Flat Amount, you must also specify the following limits. When you select Formula, you must specify a formula that returns values for these same limits:

If you don’t specify any minimum, maximum, and increment amounts, the application assumes that there are no minimum, maximum, and increment outputs.

CONFIGURE APPROVALS FOR DONATION

Optionally, you can configure approval notifications for donation requests. For example, you want line managers to approve donations initiated by workers. Managers can view these notifications by clicking the Notifications icon on the Home page or receive these notifications by email and decide whether to approve or not.

Donation Approval Notification

ENROLL WORKER TO A DONATION PLAN

When a worker approaches HR seeking additional time off above and beyond their eligibility, the HR team analyzes whether the worker is eligible for seeking donation from coworkers. After the HR team determines the worker is eligible, an HR specialist can enroll the worker in a donation plan by completing these steps:

  1. In the Person Management work area, search for and select the worker you want to enroll.
  2. On the Tasks panel tab, click Manage Absence Records.
  3. On the Manage Absences and Entitlements page, in the Plan Participation section, Accrual Plans subsection, on the Enrollments and Adjustments menu, select Add Enrollment.

Enter the Enrollment Details in the Add Enrollment Dialog Box

  1. Select the donation plan.
  2. Enter the start date from when the worker becomes eligible for the plan.
  3. Click Submit.

Steps to Enable

No steps are required to enable this feature.

Handling Shifts that Span Two Days

Absence Management no longer splits a shift based on midnight, instead you can define when work days start. You can also define the rule that absence calculations use to determine the day on which payroll processes absence entries that span multiple days, such as crossing midnight. Support your absence policies by completing these tasks:

  1. Configure work day definitions using the Manage Work Day Definitions task in the Setup and Maintenance work area. The task is available in the Workforce Management and Time and Labor functional areas of the Workforce Deployment offering.
  2. Assign a work day definition to a worker using the Manage Employment tab of the Person Management work area.

You can use work day definitions in absence calculations, time calculations, or both. If you use work day definitions for both absence and time calculations, make sure that the calculations generate the expected results.

SPANNING DAYS RULE

Select an option from the spanning days rule to determine the reference day of an absence entry when shifts intersect two days. This reference day determines when the absence hours are sent to payroll.

Select a Rule for Shifts Spanning Two Days

For example, a worker is scheduled to work night shifts starting Monday evening and ending Saturday morning. Each shift starts at 10:00 PM and ends at 6:00 AM. Work days for this worker start at 12:00 AM. The worker schedules an absence from 10:00 PM Monday, January 11 to 6:00 AM Tuesday, January 12. If the spanning days rule is:

After you configure your work day definitions, you can associate the work day definition with your workers. If you don’t define any work day definitions, the day divide defaults to 12.00 PM (midnight), and the default rule is Split at day start time.

ABSENCE ENTRY FOR SHIFTS SPANNING DAYS

When a worker is assigned to a midnight shift that crosses midnight, and decides to schedule an absence, there is a change in the absence entry pages. Earlier for shifts spanning two days, if the worker scheduled a single day absence:

However, now when the worker enters the absence start date, the start time and end time are automatically derived from the assigned shift timing and the defined work day rule.

Absence Entry for Shifts Spanning Two Days

The worker can also change the default start time and end time provided the change is within the shift time, in cases when they are only taking a half day’s leave.

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information, see the following topic in Applications Help:

Self-Service Cash Disbursement of Plan Balances

Workers can now initiate a cash disbursement request for their accrued leave balance. Additionally, managers also now have the option to initiate a cash disbursement request on behalf of a worker.

Self-Service Cash Disbursement Request for a Worker from the Maintain Absence Records Page

This speeds up cash disbursement requests and also reduces delays and errors in processing these requests for workers. Prior to this release, only HR specialists were allowed to initiate cash disbursement requests on behalf of the worker.

ENABLE CASH DISBURSEMENT FOR WORKERS AND MANAGERS

Enable self-service disbursement for accrual and donation plans on the Manage Absence Plans page. Use the Entries and Balances tab, Discretionary Disbursements section. You can also configure disbursement rules and limit the number of hours to disburse.

Define Disbursement Rules in the Entries and Balances Tab

For the Disbursement Rule, you can select either Formula or Flat Amount. When you select Flat Amount, you can also specify the following limits. When you select Formula, you must specify a formula that returns values for these same limits:

If you don’t specify any minimum, maximum, and increment amounts, the application assumes that there are no minimum, maximum, and increment outputs.

APPROVE CASH DISBURSEMENT REQUESTS

Optionally, you can now configure approval notifications for these self-service cash disbursement requests. For example, you want line managers to approve cash disbursement transactions requested by workers. Managers can view these notifications by clicking the Notifications icon on the Home page or receive these notifications by email and decide whether to approve or not.

Disbursement Approval Notification

Steps to Enable

No steps are required to enable this feature.

Configurable Approval Notifications for Absence Management Based on Reports

You can now configure absence approval notifications using Oracle Business Intelligence (BI) Publisher reports. You can use the standard BI Publisher templates to configure the notifications for the following workflow tasks:

To configure the report templates, you must download the templates from the BI Publisher server and use Microsoft Word to edit them. You upload the edited templates back to the BI Publisher server.

Steps to Enable

The following prerequisites must be met for using BI Publisher notifications:

  1. Download and install the Oracle BI Publisher Desktop: http://www.oracle.com/technetwork/middleware/bi-publisher/downloads/index.html.
  2. Download and install the Template Builder for Word to use Microsoft Word to edit the layout templates. To download, install, and set up Template Builder for Word, see Creating RTF Templates by Using BI Publisher 11g Template Builder for Word

NOTE: You can modify the BI Templates only if you have the BI Administrator role.

You must also configure the profile options to use the BI Publisher for notifications:

  1. Click Navigator > Setup and Maintenance.
  2. On the Setup page, Tasks panel tab, click Search.
  3. On the Search page, search for and click the Manage Administrator Profile Values task.
  4. To use BI Publisher email notifications, complete these steps:
    1. On the Manage Administrator Profile Values page, in the Profile Option Code field, enter BIP_EMAIL.
    2. In the Search Results: Profile Options section, select the appropriate code for your organization from these codes.
    • BIP_EMAIL_NOTIFICATION_HCM_ANC to enable BI Publisher notifications for Absence Management only.
    • BIP_EMAIL_NOTIFICATION_HCM to enable BI Publisher notifications for all HCM business processes.
    • BIP_EMAIL_NOTIFICATION to enable BI Publisher notifications for all Oracle Fusion business processes that can use BI Publisher notifications.
  5. To use BI Publisher in-app notifications, complete these steps:
    1. On the Manage Administrator Profile Values page, in the Profile Option Code field, enter BIP_ONLINE.
    2. In the Search Results: Profile Options section, select the appropriate code for your organization from these codes.
    • BIP_ONLINE_NOTIFICATION_HCM_ANC to enable BI Publisher notifications for Absence Management only.
    • BIP_ ONLINE_NOTIFICATION_HCM to enable BI Publisher notifications for all HCM business processes.
    • BIP_ ONLINE_NOTIFICATION to enable BI Publisher notifications for all Oracle Fusion business processes that can use BI Publisher notifications.

Tips And Considerations

You can:

Key Resources

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

Work Schedule Types Supported by HCM

HCM supports only work schedules of types Time and Elapsed.  Because Duration type schedules aren’t supported, using these types of schedules produces unpredictable results in HCM.  Starting with this release, HCM will totally ignore all work schedules of type Duration.  Any Duration type schedules defined for use with HCM must be replaced with Time or Elapsed type schedules.

HCM Ignores All Work Schedules with Duration Selected As The Type

Steps to Enable

No steps are required to enable this feature.

Time and Labor Management

Time and Labor

Oracle Fusion Time and Labor is a comprehensive, easy to use, rule-based time recording and management application. The calendar-based time entry interface and fully configurable time card layout easily address simple and complex time recording needs. Rule templates and the real-time rules engine provide an extensible and robust method to validate time entries and automatically apply pay rules, such as overtime calculations. Time and Labor now integrates completely with the following Oracle Cloud Human Capital Management applications: Global Human Resources, Absence Management, Global Payroll, and Project Costing. This integration ensures accurate and consistent data for payroll processing and costing as well as project management billing.

Time Card Search Enhancements

Search for time cards based on additional advanced criteria. For example, managers can now search for time cards with a specific costing attributes. Also, the person search criteria are enhanced and now include criteria on the manager hierarchy.

Managers Can Search by Costing and Project Time Attribute Criteria

Managers Can Filter Time Card Search Results by Indirect and Direct Reports

Managers Can See the Line Manager for the Time Cards in the Search Results

Steps to Enable

No steps are required to enable this feature.

Time Card Processing Enhancements

Automatically create multiple time cards for a single time card period when required. Retroactive HR changes, such as moving a worker from one union to another, as well as changes to time card setup objects, such as updates to time calculation rule sets, can affect time calculation rules that generate overtime and premium pay entries. Therefore, when a change is made in the middle of a time card period, the time card must be split to insure the correct time calculation rules are applied to each worked day. The Set Time Card Resubmission Status to Resubmit process has been enhanced to automate the split process. If time entries were already reported for the period, the entries are copied to the appropriate new time card. Use the Manage Scheduled Processes task in the Time Management work area to configure this process.

Automatically Create Multiple Time Cards as Part of the Automated Time Card Resubmission

Automatically Create Multiple Time Cards as Part of the Manual Time Card Resubmission

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information, see the following topic in Applications Help:

Recalculation for Retroactive Change Enhancements

Refresh HCM group membership automatically before time card resubmission. Retroactive HR changes to workers can lead to changes in their HCM group memberships. Thus, the Set Time Card Resubmission Status to Resubmit process was enhanced to start by automatically refreshing membership of the workers involved in the HR change. This enhancement streamlines the resubmission process by making it self-contained. Use the Manage Scheduled Processes task in the Time Management work area to configure this process.

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information, see the following topic in Applications Help:

Mass Submit and Approve Time Cards Process Introduction

Submit and approve multiple time cards using the Mass Submit and Approve Time Cards process. Configure this process using the Manage Scheduled Processes task in the Time Management work area. Process criteria enable you to quickly identify large quantities of time cards to submit and mark as approved, at one time.

Configure the Mass Submit and Approve Time Cards Process Details

Steps to Enable

No steps are required to enable this feature.

Overtime Period Enhancements

Automatically create multiple time entries for a time entry that spans days. The day spanning rule on the work day definition uses the day start time to create an entry that ends at that time and another entry that starts at that time. Depending on your time calculation rule configuration, the rule uses on the new time entries either the original reported days or the new calculated days.

Configure Work Day Definitions to Identify the Day Start Time

Steps to Enable

No steps are required to enable this feature.

Expanded Integration / Time Repository

Time Entries Tracking Introduction

Keep track of time entries created by HCM Cloud, imported from a clock device, or generated from the scheduled. You can now specify whether to display the owner and entry source columns in various time card table layouts. Examples of time card entry owners are WFM or Web Clock. Examples of time card entry sources are Manager entry, Absence entry, or Calculated entry.

Calculated Time Card Matrix with the Owner and Entry Sources Column Showing and the Corresponding Dialog Box with Owner and Entry Source by Day

You can track where the time entries come from. For example, for entries coming from web clock, you would have these sources:

Owner

Entry Source

   Web clock       Time collection device

You configure these new properties using the Manage Layout Sets task. On the Time Review Layout, Calculated Time tab, edit the entry-level details:

On the Entry Level Details Page of the Edit Layout Guided Process for the Calculated Time Tab of the Time Review Layout, Specify Whether to Display Owner and Entry Source Columns

Steps to Enable

There are no steps necessary to enable the feature.

Tips And Considerations

Edit the ORA_HWM_SHIFT_ENTRY_OWNER lookup type to add any required owner codes. The two delivered owners are:

Lookup Code Meaning

Description

WFM The shift or time entry created or edited in the Oracle Fusion Workforce Management offering.
Web clock The time entry created or edited using web clock events in the Oracle Fusion Workforce Management offering.

The nonextensible lookup type ORA_HWM_SHIFT_ENTRY_INT_SOURCE contains these entry sources:

Lookup Code Meaning

Description

Scheduler entry

A shift created or edited by a scheduler or manager in the Oracle Fusion Workforce Management offering.

Absence entry An absence entry managed in the Oracle Fusion Workforce Management offering.

Worker entry

A time entry created or edited by a worker in the Oracle Fusion Workforce Management offering, including web clock.

Manager entry

A time entry created or edited by a manager in the Oracle Fusion Workforce Management offering.
Third-party scheduling A shift imported to the Oracle Fusion Workforce Management offering from a third-party scheduling application.
Time collection device A time entry created using time events imported to the Oracle Fusion Workforce Management offering from a third-party time collection device.
Historical entry A time entry imported to the Oracle Fusion Workforce Management offering for viewing and reporting historical time card data.
Calculated entry A time entry created or edited by a time calculation rule in the Oracle Fusion Workforce Management offering.

Expanded Integration / Absence Management

Reported Hours for Absence Accrual Calculation

For US workers to accurately accrue time off, the time entry process reads and stores the work location set in worker assignments. You can now enable these workers to override the assignment work location on their time cards using the newly delivered time attributes Work Location Overrides and Work Location with US Hierarchy Overrides. The data sources for the work location override time attributes use a delivered value set of valid HR work locations. You can create your own value set using the delivered one as a template.

Optional Field to Override the Worker's Assignment Location Enabled on the Worker's Time Card

You can now also define time balances for US workers using delivered time balance dimensions that include area1 through area3 location attributes. Then, use the time balances and generated time balance database items (DBIs) in absence accrual formula to include time card hours in absence calculations. The time card field defined with the time attribute Work Location Override only overrides the work location of time balances used by absences accruals. The time card field defined with the time attribute Work Location with US Hierarchy Overrides does the following: overrides the work location of time balances used by absences accruals and transfers the state, county, and city values to payroll for processing.

Before you can override work locations, you must correctly configure Global Payroll element and work location override objects. You must also complete these time entry and processing setup configuration tasks. These setup and maintenance tasks are part of the Workforce Deployment offering, Time and Labor functional area.

Sequence Task Description Work Area
1 Generate Data Dictionary Time Attributes

Associate time attributes stored in the data dictionary with payroll elements and element input values, known in Global Payroll as value definitions. These associations enable the payroll processing of time data transferred to the Global Payroll time consumer.

Setup and Maintenance
2 Manage Time Entry Layout Components

Create the work location time entry fields and associate the data sources. You use your layout components to configure time entry, review, view, approval, and calendar layouts. The delivered value set of HR work locations corresponds to organizational offices. For workers who don't work in an office, such as remote workers or consultants, you can add dependent State, County, and City fields so that they can provide the appropriate location details for their time entries.

Create the Work Location Override Time Card Field, Selecting Either Work Location Override or Work Location with US Hierarchy Overrides and the Data Sources that Display the List of HR Defined Work Locations

You don't create layout components for third parties with this task. You do use layout components created with this task to configure the time card layouts that managers use to resolve device-related time exceptions. You also use them to configure the approval notification layout.

Setup and Maintenance

3 Manage Time Layout Sets

Create and edit a set of different layouts for the pages that workers and managers use to enter, view, review, and approve time data, including work location overrides. Add override work location layout components--time entry fields–when you want to enable workers or managers to override the work location of the worker's assignment.

Create or Edit a Layout Set, Adding the Appropriate Override Work Location Time Card Field

You don't create third-party device layouts with this task. You do use these layouts to configure the time card pages that managers use to resolve device-related time exceptions. You also use them to configure the approval notification layout.

Setup and Maintenance

Time Management

4 Manage Time Categories

Create and edit categories that identify the time entries to use in time balances, rules, summaries, and transfers based on business requirements.

Review the delivered time categories to determine whether you require additional ones.

Setup and Maintenance

5 Manage Time Balance Dimensions

View the list of delivered time balance dimensions that use the US State, County, and City summation contexts, and the absence accrual period. The View Time Balance Dimension page doesn't currently display the new summation context for location (area1 through area3) in the Grouping section. The summation context is coming in a future release.

List of Delivered Time Balance Dimensions that Use US State, County, and City

Setup and Maintenance

6 Manage Time Balance Definitions

Create the time balance definitions to use in absence accrual fast formula. The time balance definition combines 1 of the delivered time balance dimensions used to sum entries based on the US state, county and city (area1 through area3 values) and 1 or more time categories. The created balance definition defines a database item (DBI) that you can use in the absence accrual fast formula.

Define the Time Balance Definition Used to Sum Hours by Location (Area 1-3), Selecting One of the Delivered Time Balance Dimensions and Time Categories

The time balance definition defines a DBI that is used in the absence accrual fast formula.

Setup and Maintenance

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information, see the following guide:

Expanded Integration / Global Payroll

Expediting Time for Payroll Reprocessing Introduction

Expedite to payroll a time card from a prior pay period that must be reprocessed. On time cards marked expedite payroll, you can also specify overrides for the payment method and check printer. Approval rules were enhanced to automatically approve these expedited time cards.

Time Card Details Section Showing the New Options Related to Expedited, or Off-Cycle, Payroll Processing

Note that the expedite payroll indicator displays in time cards that were already processed by payroll. The override options display when the flag is enabled and are optional.

Steps to Enable

No steps are required to enable this feature.

Expanded Integration / Global Payroll and Global Human Resources

Override Time Attributes for Rate by Criteria Introduction

Transfer pay attributes reported on time cards to Global Payroll as input values. Global Payroll uses these input values to determine worker pay rates based on value by criteria configurations. You can configure layouts to display payroll rates determined using the selected time attribute. Enhanced integration with Global Human Resource enables managers or workers to select valid eligible jobs as attributes on time cards. 

Daily Attributes Dialog Box Opened from the Time Card and Showing JOB and Rate Attributes to Associate with Time Entries

Before you can override time attributes for rate by criteria, you must correctly configure Global Payroll payroll element and rate objects. You must also complete these time entry setup configuration tasks. Time and labor setup and maintenance tasks are in the Workforce Deployment offering, Time and Labor functional area.

Sequence Task Description Work Area
1

Generate Data Dictionary Time Attributes

Associate time attributes stored in the data dictionary with payroll elements and element input values, known in Global Payroll as value definitions. These associations enable the payroll processing of time data transferred to the Global Payroll time consumer.

Setup and Maintenance

2

Manage Time Entry Layout Components

Create dependent time entry fields for attributes and rate and associate the data source. You use your layout components to configure time entry, review, view, approval, and calendar layouts.

Dependent Field Definition Page Showing the Dependent Rate Definition and the Existence of the Job Field Definition

You don't create layout components for third parties with this task. You do use layout components created with this task to configure the time card layouts that managers use to resolve device-related time exceptions. You also use them to configure the approval notification layout.

Setup and Maintenance

3

Manage Time Layout Sets

Create and edit a set of different layouts for the pages that workers and managers use to enter, view, review, and approve time. Delete and add layout components--time entry fields--and set various properties to change a page's appearance.

You don't create third-party device layouts with this task. You do use these layouts to configure the time card pages that managers use to resolve device-related time exceptions. You also use them to configure the approval notification layout.

Setup and Maintenance

Time Management

4

Manage Time Entry Setup Profiles

Manage Worker Time Entry Setup Profiles

Create and edit the association of layout sets with override time fields directly with workers and indirectly their managers. Also configure time entry access controls separately for workers and managers.

While you don't create time entry layouts for third-party devices, you do use layouts to create the time cards that managers review when managing exceptions. This profile directly links the worker, and indirectly the worker's manager, to the appropriate layout set. This profile also controls settings for time card access

Setup and Maintenance 

Time Management

Steps to Enable

No steps are required to enable this feature.

HR Optimization

Workforce Management Transactional Business Intelligence

Oracle Fusion 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.

Absence Management

New Plan Type - Compensatory

Enhance your reporting on compensatory time, also known as Time Off in Lieu (TOIL), which refers to employee compensation made by granting time off in lieu of being paid for working in excess of an employee's contracted hours.  Compensatory time can be granted for overtime hours, hours worked outside of regularly scheduled hours, for hours worked as standby hours, or granted to employees who have worked a paid holiday and will be receiving time off for the paid holiday versus monetary compensation.

A new set of folders, attributes, and measures are added to support the compensatory plan type enhancements:

Steps to Enable

No steps are required to enable this feature.

New Attributes - Planned Schedules Real Time, Published Schedules Real Time

Enhance your reporting on worker shift details with the addition of new attributes related to shifts and time attributes. A new attribute, Defined Shift Time Not Worked, is added to the following folders in the respective subject areas:

The Time Attribute dimension is enhanced to include the Time Attribute Value for all of the time attributes that exist. For example: 'Date Type Time Attribute 1 Value' and 'Master Type Time Attribute 2 Value'

New Attributes - Planned Schedules Real Time, Published Schedules Real Time

Steps to Enable

No steps are required to enable this feature.

Time and Labor

New Dimension - Audit Details in Reported Time Cards Real Time

Enhance your reporting on employee time cards with the inclusion of audit details related to the time cards. Any change that you audit after a time card is submitted or approved is now available for reporting. The change includes the reason for the change. A new dimension, Reported Time Change Audit Details is added to the Reported Time Cards Real Time subject area. You can report on the values before and after the change, such as Start Time, Stop Time, # Hours, and Units.

New Dimension - Audit Details in Reported Time Cards Real Time

Steps to Enable

No steps are required to enable this feature.

Enhanced Worker Compliance Results Real Time Subject Area

Enhance your reports that use the Worker Compliance Results Real Time subject area to include compliance messages generated as a result of these issues:

Steps to Enable

No steps are required to enable this feature.

Update 18A

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
19 JAN 2018   Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in Oracle HCM Cloud Release 13. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

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

Suggested Reading for all HCM Products:

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

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

Additional Optional Reading:

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

Customers Upgrading from Release 12

If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness content for Release 13 (updates 17B - 17D, as well as, updates 18A - 18B) to learn about all of the features available in release 13.

Give Us Feedback

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

Feature Summary

Action Required to Enable Feature

Feature

None (Automatically Available)

Enable via Opt In UI Only

Enable via Opt In UI Plus Additional Steps

Not Enabled via Opt In UI but Setup Required

Issue Service Request

Absence Management

Balance Reinstatement

Sick Plan Accrual Based on Hours Worked

Accrual Balance Display Options

Accrual Balance Sale

Time and Labor

Enhanced Overtime Calculation

Overtime Period Enhancements

Increased Time Management Efficiency

Time Card Favorite Identification Introduction

Exception Management Enhancements

Time Card Approval Enhancements

Time Repository Rule Enhancements

Manager Delegation Introduction

Exception Handling by Worker Introduction

Recalculation for Retroactive Change Enhancements

Expanded Integration/ Absence Management

Compensatory Time Introduction

Expanded Integration / Scheduling

Time Shifts Tracking Introduction

Expanded Integration / Time Repository

Time REST Services Enhancements

Expanded Integration / Global Payroll and Project Portfolio Management

Time Card Transfer and Process Statuses Introduction

Transactional Business Intelligence

Workforce Management Transactional Business Intelligence

Time and Labor

New Subject Area: Workforce Management - Worker Compliance Results Real Time

Enhanced Time and Labor Subject Areas

Absence Management

Oracle Fusion Absence Management is a configurable and flexible global solution that enables organizations to manage absences of their workforce. The framework provides the ability to define both complex and diverse absence plans. It integrates with the Oracle Fusion Global Payroll and Oracle Fusion Time and Labor products and provides dedicated work areas for the roles of Administrator and Employee.

Balance Reinstatement

You can now configure accrual plans so that when a worker is terminated or loses plan eligibility, the remaining balance can be optionally held for reinstatement. When a worker is rehired or is eligible for the plan again, the prior balance is reinstated for the new plan enrollment.

To select the Allow Prior Balance Reinstatement rule, go to the Re-enrollment Rules section in the Create or Edit Absence Plan page, Participation tab.

Balance Reinstatement

You can determine the balance amount eligible for reinstatement along with the time frame within which the withheld balance can be reinstated.

Steps to Enable

No steps are required to enable this feature.

Sick Plan Accrual Based on Hours Worked

A worker can now report an absence based on the hours earned from their hours worked by location. The hours worked are entered in Time and Labor and then Absence Management does the calculations and converts it into earned sick time. This earned sick time is calculated using a formula and transferred to a sick plan, which the worker can use to report sick absences.

For example, a worker may earn one hour of sick leave for every 30 hours worked in one location. Time and Labor keeps track of the hours while Absence Management works through the calculations.

Steps to Enable

To associate the appropriate formula with the absence plan that converts the worked hours into earned sick time, use the Accrual Formula list in the Create or Edit Absence Plan page, Accruals tab.

Accrual Formula

This type of plan is often used by workers who don’t already have a sick plan and they must accrue the hours to take a sick absence.

Accrual Balance Display Options

You can now configure an accrual plan to determine whether or not to display the plan balance to self-service users.

To define whether a worker or manager can view the accrual balance for the plan in the self-service pages, go to the Balance Display section in the Create or Edit Absence Plan page, Plan Attributes tab.

Configure Balance Display for Worker and Manager

Select the appropriate option from the Worker Balance Display and Manager Balance Display fields By default, it is set to Always Display.

Steps to Enable

No steps are required to enable this feature.

Accrual Balance Sale

Integrate benefits elections with absences so that workers can sell all or part of their vacation or sick accrual balance. You can create vacation or sick time sell plans in Benefits. During open enrollment or an annual anniversary, a worker who is eligible for these plans can select the number of units to disburse and the date the disbursement should be processed by payroll for payment. This vacation and sick time sell functionality is fully integrated with Absence Management to manage automated disbursement for sale of accrued time.

Disbursement of Vacation or Sick Accrual Balance

To enable elective disbursements:

  1. Go to the Balance Transactions section in the Create or Edit Absence Plan page, Entries and Balances tab.
  2. Select Enable benefits integration.
  3. Select Manage as pending until disbursement to indicate whether the disbursement is finalized or not after the accrual process is run and the information sent to payroll.
  4. Select one of the following options for the Election Date Rule:
    • Current plan year end: The end date for the current plan year is used as the disbursement date.
    • Determined by election: The end date is elected within Benefits.

Time and Labor

Oracle Time and Labor Cloud is a comprehensive, easy to use, rule-based time recording and management application. The calendar-based time entry interface and fully configurable time card layout easily address simple and complex time recording needs. Rule templates and the real-time rules engine provide an extensible and robust method to validate time entries and automatically apply pay rules, such as overtime calculations. Time and Labor now integrates completely with the following Oracle Cloud Human Capital Management applications: Global Human Resources, Absence Management, Global Payroll, and Project Costing. This integration ensures accurate and consistent data for payroll processing and costing, as well as project management billing.

Enhanced Overtime Calculation

Overtime Period Enhancements

Include work day definition attributes associated with worker primary assignments in time calculations so that you can better handle time entries that span days. First, for time entries that span days, the rule specified on the worker's work day definition determines the correct reference day. Then, time calculation rules use the accurate time entry data to determine applicable overtime, if any.

Work Day Definition Example Associated with Worker Primary Assignments

To apply specific work day definition values to reported time entries that span multiple days, you can create rules using the newly delivered rule template Time Entries That Span Days AP.

Definition of the Delivered Rule Template Time Entries That Span Days AP

Parameters of the delivered rule template Time Entries That Span Days AP

Create your rules and rule sets using these tasks.

Sequence

Task

Description

Work Area

1

Manage Time Repository Rules

Manage Rules

Create and edit time calculation rules based on your rule templates.

Setup and Maintenance

Time Management

2

Manage Time Repository Rule Sets

Manage Rule Sets

Create and edit collections of time calculation rules and rule sets.

Setup and Maintenance

Time Management

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information, see the white papers on  My Oracle Support (http://support.oracle.com) page:

Increased Time Management Efficiency

Time Card Favorite Identification Introduction

Identify favorite time cards and assign unique names so that you can easily identify these time cards when copying time card data to create or complete your current time card. Favorite time cards can represent recurring projects work, a training week, a typical public holiday and vacation pattern, or any other repeating pattern that you want to reuse to accelerate future time entry.

Manage Time Cards Page with the Favorite Column Showing 2 of 4 Time Cards as Marked Favorites, and the Names of Those 2 Favorites

Identifying a Time Card as a Favorite Includes Assigning a Unique Name to the Time Card.

Copy Time Card Data Dialog Box Includes the Favorite Column so that You Can Easily Identify the Time Card with the Data that You Want to Copy

Steps to Enable

No steps are required to enable this feature.

Exception Management Enhancements

Schedule and send alerts based on time exceptions so that your managers can resolve exceptions quickly. Use Alerts Composer to notify the appropriate users by creating your own exception alerts using the Time Records REST resource.

On the Add Resource Alert Page You Can Select Either the TimeRecords or TmeRecordGroups Resource.

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more about information REST services, see the following guide:

Time Card Approval Enhancements

Enable the display and approval of individual time card entries for both Project Portfolio Management and Global Payroll. By enabling the entry-level approval option, you can route individual entries to each approver responsible for approving specific time card entries. In the email and worklist approval notifications, approvers see only the entries that they must approve, not all time card entries. You can also specify what time data approval rules should evaluate: reported time or calculated time with reported absences.

Complete the following configuration tasks. The first 2 tasks are part of the Workforce Deployment offering, Time and Labor functional area. Use the Tasks panel tab, Search tool to find and open the third task.

Sequence Task Description Work Area
1

Manage Time Consumer Sets

Create new time consumer set for Project Portfolio Management and or Global Payroll.  Enable the Entry-level Approval option on the new time consumer set and specify the time data that approval rules should evaluate.

Payroll-Only Time Consumer Set that Routes Absence Approvals Using Time Approval Rules, Validates Time Card Actions on Submit and Save, and has Approval Rules Evaluate Reported Time

Setup and Maintenance

2

Manage Worker Time Processing Profiles

Create worker time processing setup profiles, or edit existing ones, to include the new or edited time consumer sets.

You Must Select a Time Consumer Set When You Create a Worker Time Processing Setup Profile

Setup and Maintenance

3

Manage Task Configurations for Human Capital Management (optional)

Modify the newly delivered ProjectTimecardApprovalsELA and TimecardApprovalELA tasks and existing ProjectTimecardApproval, TimeCardErrorFYI, TimecardApproval, and TimecardApprovalFYI workflow, as required.

Select One of the Delivered Time Card Workflows and Use the Assignees Tab to Review and Edit the Workflow

The approval payload was expanded to include new input attributes, such as expedite payroll indicator and change audit attributes. You can now find the assigned department managers when department is entered as a cost segment, and generate informational notifications for them about relevant time entries. Also, you can now specify in time consumer sets whether to use reported or calculated time entries in the time approval rules.

Expedite Payroll Processing Indicator

Time Entry Source and Owner

Time Entries for the Cost Segment Defined as HR Department Determine the Assigned Department Manager to Pass to the Time and Labor Approval Tasks.

Setup and Maintenance

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

If you enable entry-level approval on the time consumer set, you can only specify that approval rules evaluate reported time is available. If you want approval rules to evaluate calculated time with reported absence, only the header level is enabled.

FYI notifications within an approval task are configured using standard approval routing options.

Time Repository Rule Enhancements

Access historical time card data added to the time repository with HCM Data Load, for use in any calculations. Use the data access view entry (DAVE) function to create relevant time calculation formulas, rule templates, rules, and rule sets.

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information, see the following white papers on http://support.oracle.com:

Manager Delegation Introduction

Enable users with the Time and Labor Manager role to delegate all or a subset of their time and labor tasks. You can also create roles with a subset of time and labor privileges. Use the About Me > My Account task to delegate roles to others.

On the Edit User Account Details Page, Use the Roles Delegated to Others Tab to Delegate Your Time and Labor Manager Role

Further, you can enhance manager productivity with quick action links to commonly-used time management tasks.

Quick Actions Delivered for Users with the Time and Labor Manager Role are Manage Planned Schedule, Manage Time Cards, and Manage Time Entries

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Your can delegate time and labor tasks using this feature. To delegate scheduling tasks, assign the delegate working on the manager's behalf to the manager's scheduler profile. If the manager is using the default scheduler profile, you must create a scheduler profile for the manager before you can also assign the delegate to the profile. In both cases, use the Manage Scheduler Profiles task in the Time Management work area.

Note: Delegated schedulers must have the Time and Labor Manager role to use the Manage Planned Schedule task.

Exception Handling by Worker Introduction

Enable workers who report time using time collection devices to edit incomplete time card entries resulting from missing time device events. You can also now specify whether they can edit complete time entries. These new options are part of worker time entry setup profiles.

Time Entry Actions Allowed for Workers, Including the New Edit Options for Incomplete Entries Only

When a worker is allowed to edit time cards with status incomplete or in error, only incomplete entries display by default and missing times are editable as shown in this figure.

Default Display of Incomplete Time Card Entries When Edited by Workers

Steps to Enable

No steps are required to enable this feature.

Recalculation for Retroactive Change Enhancements

Automatically identify time cards affected by retro-changes to worker data using events and actions.

You can automatically submit the affected worker time cards for recalculation or mark them for review and manual resubmission. Only time cards in submitted or approved status can be recalculated.

In this release, any retroactive data changes on any of these fields are automatically identified:

Any and all creation, update, or deletion actions are tracked. For example, you can track the update of a marital status when it changes from Single to Married.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

In this release, you load events and actions using HCM Data Loader and new business objects available under the product area Global Payroll - Define.

HCM Data Loader is the only way to setup the events and actions. There is no associated UIs.

New Business Objects to Load WFM Events and Actions to Automatically Identify Time Cards Affected by Retro-Changes

Expanded Integration/ Absence Management

Compensatory Time Introduction

Enable workers to report earned compensatory time on their time cards. Earned time transfers to Absence Management and updates the accrual balance in the worker's corresponding absence plan.

Worker Time Card with Entries for Both Compensatory Time on Monday and Regular Worked Time on Tuesday and Wednesday

You can optionally add an expiration date field on time card pages.

Daily Details Dialog for the Time Card with Expiration Date for Compensatory Time Reported on Monday

Before you can report compensatory time, you must complete these time entry setup configuration tasks. Time and Labor setup and maintenance tasks are in the Workforce Deployment offering, Time and Labor functional area.

Sequence Task Description Work Area
1 Create Absence Plan

Create an absence plan with the new plan type of Compensatory.

Absence Administration
2

Enroll Workers in Absence Plan

In the Person Management work area, the Manage Absences and Entitlements page has a new section, Compensatory Time Plans. Use this new section to enroll workers, as appropriate.

Person Management
3 Manage Time Entry Layout Components

Create compensatory time entry fields and associate the data source. You use your layout components to configure time entry, review, view, approval, and calendar layouts.

Multiple-Attribute Time Card Field Definition Showing the Display Value and Selected Attribute Value for the Compensatory Time Absence Plan Time Attribute

You can optionally add a dependent expiration date field that lets time reporters override default values from the compensatory time absence plan.

Optional Dependent Field for Enabling Expiration Date Entry for Compensatory Time

You don't create layout components for third parties with this task. You do use layout components created with this task to configure the time card layouts that managers use to resolve device-related time exceptions. You also use them to configure the approval notification layout.

Setup and Maintenance
4 Manage Time Layout Sets

Create and edit a set of different layouts for the pages that workers and managers use to enter, view, review, and approve time, including compensatory time. Delete and add layout components--time entry fields--and set various properties to change a page's appearance.

Edit Layout Dialog Where You Can Add Multiple Attribute Time Card Field Created in Step 3

You can optionally add the dependent expiration date field on the Entry Level Details page of the Edit Layout guided process.

Entry Level Details Page with Expiration Date Field

You don't create third-party device layouts with this task. You do use these layouts to configure the time card pages that managers use to resolve device-related time exceptions. You also use them to configure the approval notification layout.

Setup and Maintenance / Time Management

Steps to Enable

No steps are required to enable this feature.

Expanded Integration / Scheduling

Time Shifts Tracking Introduction

Keep track of where shifts were created using the new Owner field. On the Edit Shift dialog box of the planned and published schedule pages in the Time Management work area, the WFM code identifies shifts created with HCM Cloud. Imported shifts show the code that you designated for the third-party scheduling application in the lookup type ORA_HWM_SHIFT_ENTRY_OWNER.

Evening 4-9 WFM Scheduled Shift was Created Using HCM Cloud because the Owner is WFM

Steps to Enable

No steps are required to enable this feature.

Expanded Integration / Time Repository

Time REST Services Enhancements

Add a change audit reason while importing time entries using the time records REST services. These related changes are tracked for audit trail purpose.

You can also now get a list of all delivered time attributes and their values for use in time events, time records, and scheduling REST services. Use the new REST services resources timeAttributes and timeAttributeValues. This list helps you identify the time attributes that you can import with events, entries, or shifts.

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information, see the following guide:

Expanded Integration / Global Payroll and Project Portfolio Management

Time Card Transfer and Process Statuses Introduction

Review the following statuses for time cards and by time card entry: Project Costing Transfer Status, Payroll Transfer Status, and Payroll Processing Status. These new statuses enable managers to better resolve issues with time data transfer to time consumers and payroll processing.

Additional Statuses Popup Showing the Transfer and Processing Payroll Statuses

A time card has a status of Not processed when no entry was processed. It has a status of Partially processed when at least one, but not all time entries were processed. It has a status of Processed when all entries were processed.

A time card has a status of Not transferred when no entry was transferred. It has a status of Partially transferred when at least one, but not all time entries were transferred. It has a status of Transferred when all entries were transferred.

Steps to Enable

No steps are required to enable this feature.

Transactional Business Intelligence

Workforce Management Transactional Business Intelligence

Oracle Fusion Transactional Business Intelligence is a real time, self-service reporting solution offered to all Oracle Fusion application users to create ad hoc reports and analyze them for daily decision-making.  Oracle Fusion 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.

Time and Labor

New Subject Area: Workforce Management - Worker Compliance Results Real Time

Enhance your Time and Labor reporting with the new subject area Workforce Management – Worker Compliance Results Real Time. You can use this subject area to report on the notifications generated when you run your workforce compliance rules for groups of people. Compliance notifications initially relate to missing time cards.

Workforce Management - Worker Compliance Results Real Time

Steps to Enable

No steps are required to enable this feature.

Enhanced Time and Labor Subject Areas

Time and Labor subject areas were enhanced with additional attributes related to time entry owners and sources, expedited payroll processing, and earned compensatory time. The following columns were added to the folder Reported Time Entry Details in the subject areas Workforce Management - Reported Time Cards Real Time and Workforce Management - Processed Time Cards Real Time:

The time entry source and owner columns were also added to the folder Historical Reported Time Entry Details in the subject areas Workforce Management - Historical Reported Time Cards Real Time and Workforce Management - Historical Processed Time Cards Real Time.

Compensatory Time Plan, a new dimension of Absence Plan, was added to the following subject areas

Compensatory Time Plan dimension in Workforce Management - Reported Time Cards Real Time

Reported Time Entry Details - Additional Attributes

Steps to Enable

No steps are required to enable this feature.