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
27 APR 2018	May Maintenance Pack for 17D	Delivered new features in May Maintenance Pack for 17D.
30 MAR 2018	April Maintenance Pack for 17D	Delivered new features in April Maintenance Pack for 17D.
23 FEB 2018	March Maintenance Pack for 17D	Delivered new features in March Maintenance Pack for 17D.
29 JUN 2018	February Maintenance Pack for 17D	Revised February Maintenance Pack for 17D.
23 FEB 2018	Update 17D	Revised update 17D.
25 AUG 2017	Update 17C	Delivered new features in update 17C.
20 OCT 2017	Update 17B	Revised update 17B.

May Maintenance Pack for 17D

Revision History

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

Date	Feature	Notes
27 APR 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:

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

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

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

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

Additional Optional Reading:

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

NOTE:  All of these documents can be found 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

Payroll

Payroll for the United Kingdom

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

Reporting P11D and P11D(b)

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

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

The following new predefined processes are available:

• Run P11D Archive and Generate Reports
• Generate Paper P11D

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

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

You must set the following parameters to run this process:

• Payroll Statutory Unit
• Tax Reporting Unit
• Date in Tax Year
• Payroll Relationship Group
• Process Configuration Group

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

• Archive P11D
  • Creates the P11D and P11D(b) audit reports
  • Generates the XML file
• Run P11D Errors and Warnings Report
  • Generates the Errors and Warnings report
• View P11D Audit Reports (manual task)
  • Mark this as complete when you have checked all the audit reports
• Generate Online P11D
  • This is an administrator task that is required and does not generate the actual P11D
• Enter and Confirm P11D(b) Adjustments (manual task)
  • Enter any P11D(b) adjustment on the organization calculation component P11D(b) Adjustments
  • Then you can mark this task as complete to complete the remainder of the tasks
• Apply P11D Adjustments
  • This applies the adjustments to the P11D(b) record for output to the XML generated in the next step
• Generate P11D XML
  • Generates the XML file for employee data and P11D(b) information
  • Generates Audit report for P11D(b)
• Generates the Online P11D statements and Worksheets – This is displayed on Document Records for employee access.

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

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

You must set the following parameters to run this process:

• Payroll Statutory Unit
• Tax Reporting Unit
• Payroll Flow
• Payroll Relationship Group (for a set of employees)
• Include Leavers (to include leavers for paper P11D)
• Delivery Preference (to indicate if the delivery preference set up at Document Records or if TRU is to be used)
• Process Configuration Group (to log system information, do not enter a value unless advised by Oracle Support)

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

The predefined templates for P11D statement and Worksheets are used.

Steps to Enable

No steps are required to enable this feature.

April Maintenance Pack for 17D

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
30 MAR 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:

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

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

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

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

Additional Optional Reading:

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

NOTE:  All of these documents can be found 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

Payroll

Payroll for the United States

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

Employee Active Payroll Balance Report Enhancement for Pennsylvania Locals

We have enhanced the Employee Active Payroll Balance report with the addition of a new balance level for Pennsylvania Locals.  This balance level includes information specific to Pennsylvania Act 32 local balances, such as the tax collection district code and the work and resident political subdivision codes.

Steps to Enable

No steps are required to enable this feature.

March Maintenance Pack for 17D

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 FEB 2018		Created initial document.

Overview

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

Suggested Reading for all HCM Products:

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

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

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

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

Additional Optional Reading:

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

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

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 Talent Management Cloud What’s New for Release 11 in the body or title of the email.

Feature Summary

Payroll for the United Kingdom

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

Legislative Updates for Tax Year 2018-19

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

Scottish Rate of Income Tax (SRIT)

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

• Tax Rate Changes
  • Starter Rate set to 19% for earnings up to £2000
  • Basic Rate set to 20% for earnings between £2001 to £12,150
  • Intermediate Rate set to 21% for earnings between £12,151 to £32,423
  • Higher Rate set to for earnings between £32.424 to £150,000
  • Additional Higher Rate set to % for earnings over £150,000

NOTE:  The above bands refer to the actual amount of taxable income, which is subject to each of the rates

• Basic Personal Allowance
  • The basic personal allowance is the same as that for the rest of the UK (rUK), which is increased to £11,850.
  • You must perform a bulk uplift of tax codes to handle this increase while running the Start of Year process.
• Emergency Tax Code
  • There is no emergency tax code for Scottish tax payers.

Statutory Payments

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

Statutory Payment Type	Weekly Amount (£)
Statutory Sick Pay (SSP)	92.05
Statutory Maternity Pay (SMP)	145.18
Statutory Paternity Pay (SPP)	145.18
Statutory Adoption Pay (SAP)	145.18
Shares Parental Pay (ShPP)	145.18

Pensions Automatic Enrolment

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

• Qualifying Earnings Lower Thresholds (used to assess Jobholder status)
  • Weekly = £116
  • Calendar Monthly = £503
  • Annual = 6032
• Qualifying Earnings Upper Thresholds (used to assess Jobholder status)
  • Weekly = £892
  • Calendar Monthly = £3863
  • Annual = 46350

Note: Biannual, Fortnightly, Lunar Monthly, and Quarterly Lower and Upper thresholds are also updated.

• Earnings Trigger for Automatic Enrolment remain unchanged for tax year 2018-19.

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

The following new processes are available for Real Time Information:

• Run Full Payment Submission for Tax Year Ending April 2019
  • For submissions relating to Tax Year 2018-19
• Run Employer Payment Summary for Tax Year Ending April 2019
  • For submissions relating to tax year 2018-19
• Run Earlier Year Updates for Tax Year Ending April 2018
  • For submissions relating updates to previous tax year (2017-18) only

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

• All Earlier Year Updates (EYU) processes supported for previous tax years will generate XML format files
• Full Payment Submission (FPS) and Employer Payment Summary (EPS) for tax year 2017-18 will generate files in XML as well as EDI formats.

Steps to Enable

No steps are required to enable this feature.

Support for XML Format Submission for all RTI Outgoing Files

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

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

XML File Submission Process

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

The process performs the following actions:

• Prepares XML from source file for submission
  • Compression is supported for FPS & EYU
• Submits the XML file to HMRC’s Government Gateway portal
  • Handles potential connection failures and re-submission
  • If HMRC reports a successful submission then the process will:
    • Archive the Correlation ID returned from HMRC (along with the endpoint URL, and the file class)
    • Wait for the poll interval advised by HMRC’s response (typically 10 seconds)
• Polls HMRC gateway portal for confirmation of successful submission, using the file Class and Correlation ID (as archived previously)
  • Handles potential connection failures etc. and keeps on polling until confirmation is received
  • When confirmation is received, it stores the response XML (comprising digital signature) and messages

Process Parameters

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

• Payroll Statutory Unit
• Tax Reporting Unit
• Flow Pattern
  • Enter RTI process (for example, NVREQ)
• Payroll Flow
  • Enter the flow pattern for the RTI process
• Submission Type
  • Specify whether this a Test or Live submission. If you set it to Test, it appends the Test-in-Live flag to the file. If you set it to Live, it interlocks all the source archive child. It also prevents subsequent resubmission using a new submission process.

Viewing the Results

Highlights the Process Results

Steps to Enable

No steps are required to enable this feature.

Full Payment Submission (FPS) Breakdown to Smaller Files

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

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

Unique ID

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

The FPS process has a new parameter Unique Part Identifier with the list of values from the lookup created for your Unique IDs:

FPS Process New Parameter Unique Part Identifier

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

Steps to Enable

To enable the list of values for the Unique IDs:

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

Tips And Considerations

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

Human Capital Management for United States

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

Electronic Income Withholding Orders Enhanced Search Capabilities

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

• Case Identifier
• Employee SSN
• FIPS Code
• Order Identifier

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

e-IWO Search Criteria

This displays the new fields:

e-IWO Search Fields

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

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

Key Resources

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

• Oracle Fusion HRMS (US): Electronic Income Withholding Orders Processing Guide (Document ID 2238172.1)

February Maintenance Pack for 17D

Revision History

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

Date	Feature	Notes
29 JUN 2018	Payroll for the United States: Expedited Payroll Processing	Updated document. Revised feature information.
25 MAY 2018	Payroll for the United States: Expedited Payroll Processing	Updated document. Revised feature information.
23 FEB 2018	Payroll for the United States: e-IWO Reference Code Enhancement	Updated document. Moved feature from UK to US.
23 FEB 2018	Payroll for the United States: Expedited Payroll Processing	Updated document. Moved feature from UK to US.
23 FEB 2018	Global Payroll: Values Defined by Criteria Support for Other Units	Updated document. Revised feature information.
19 JAN 2018		Created initial document.

Overview

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

Suggested Reading for all HCM Products:

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

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

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

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

Additional Optional Reading:

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

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

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 Talent Management Cloud What’s New for Release 11 in the body or title of the email.

Feature Summary

	Action Required to Enable Feature
Feature	Automatically Available	End User Action Required	Administrator Action Required	Oracle Service Request Required
Payroll
Global Payroll
Value Definition Usage Rules
Values Defined-by-Criteria Overrides
Values Defined by Criteria Support for Other Units
Rate Support for Formula
Override Payslip Availability Date
Payroll Processing Status of Time
Compensatory Absence Payments As Of Accrual Date Calculation
Expedited Payroll Processing of Retrospective Time Card Adjustments
Reporting of Units other than Time
Payroll for the United Kingdom
Support for XML Format Data Retrieval and Upload
Processing Benefits in Kind Through Payroll
XML Format for RTI Outgoing Files
Legislative Updates for Tax Year 2018-19
Benefits In Kind – Car and Car Fuel Rates for Tax Year 2018-19
Payroll for the United States
e-IWO Reference Code Enhancement
Expedited Payroll Processing

Payroll

Global Payroll

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

Value Definition Usage Rules

A new Usage Rules region is added to the Manage Value Definitions page to enable customers to associate a value definition to one or more CIR components such as absence or overtime time.

The user can also define a display name and/or value set to override the default values entered on the enterable calculation values region.

A new Identifier calculation type is added with unit of measure of integer. This will enable to capture Job ID on the value definition page with calculation type of Identifier. The value set feature on the new Usage Rules region will enable the user to display the name of the job.

Steps to Enable

No steps are required to enable this feature.

Values Defined-by-Criteria Overrides

The existing HCM Rates needs to accommodate overrides to support the value definition. The customers defined value definition will capture the override information for an employee such as the override job entered on a time card.

If the rate is based on a value-by-criteria, the DBI information such as assignment job, is defined as part of the configuration.

If the rate is based on a formula, the DBI information such as assignment job, is defined as part of the rate formula.

Steps to Enable

No steps are required to enable this feature.

Values Defined by Criteria Support for Other Units

A rate definition can now be defined that will return a monetary value per unit based on the values defined by criteria information. It calculates rate for a unit, based on value-by-criteria.

Steps to Enable

No steps are required to enable this feature.

Rate Support for Formula

The new HCM Rate Calculate Value formula type supports rules based on a worker's assignment, terms and payroll relationship attributes. These rate definitions are based on fast formula for complex rate requirements.

Steps to Enable

No steps are required to enable this feature.

Override Payslip Availability Date

You can now use Override Payslip Availability Date parameter in the Generate Payslips process to provide a date to take precedence over the payslip availability date defined in the payroll calendar. This option allows you early viewing of payslips and you no longer have to wait until the normal payslip generation date. For example, in instances where an early payroll run is processed, you can enter the Override Payslip Availability Date for an employee to be able to access their payslip earlier than usual, such as before they leave the organization.

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information about payslips or process flows, go to Applications Help for the following topics:

• Submitting a Payroll Flow

• Manage Payroll Reports: FAQs

Payroll Processing Status of Time

In the Time and Labor application, you can view the status of payroll processing for time entries that are entered and transferred to Global Payroll.

Note: For such time entries, you can view the status of approval and transfer too.

Steps to Enable

No steps are required to enable this feature.

Compensatory Absence Payments As Of Accrual Date Calculation

You can make absence payments for compensatory absence plans based on the date that the compensatory time was accrued. The Fusion Absence application passes the accrued date to the Fusion Payroll application, so that the correct rate of pay is used for the absence.

When creating a rate definition to use for compensatory absence plans, in the Reference Date field, select the Absence Accrued Date value. The rate calculator calculates the rate as of the absence accrued date that is passed from Fusion Absences.

Manage Rate Contributor Page

When creating your absence elements for the compensatory absence plan, you should select the 'Accrual Balances and Absences' option.

Manage Element

For example, an employee is hired on 1/1/17 and is paid at a rate of $10 per hour. On 8/1/17, the employee receives a pay rise and is now paid at a rate of $12 per hour.  The employee takes 3 days of leave from 10/5/17 to 10/7/17.  This leave entitlement was accrued as time off in lieu (TOIL) in July 2017 when the employee was earning $10 per hour and so the 3 days leave should be paid at a rate of $10 per hour.

Steps to Enable

No steps are required to enable this feature.

Key Resources

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

• Creating Payroll Elements for Processing Absences:Procedure
• Rate Definitions: Explained

Expedited Payroll Processing of Retrospective Time Card Adjustments

Use the expedited payroll runs to support the payment of late or adjusted time cards through an early payroll run in the next payroll period. For example, you might process additional payroll runs when making late payments or for earnings that are payable on a different date.

In such scenarios, consider the following:

• Control which element entries to process in the expedited run to stop early payment of current earnings, such as salary.
• Select the specific retro time entries and earnings and deductions to be included in the expedited processing for the current period.
• Use the expedited attributes on the time card to tag the time card adjustments for expedited payment.
• Mark these expedited time card adjustments to be paid by check even if the employee is normally paid by EFT.

Employees without a tagged retrospective time card change will not be included in the expedited payroll run and such untagged changes are paid in the next scheduled payroll cycle.

Configure the following time card attributes for expedited payments:

Option	Description
Expedite Payroll	Select Yes to include payroll entries corresponding to prior pay period adjustments for expedited processing.
Override Payment Method	Select Check to override the payment method only for those time cards that are marked for expedited processing.
Override Check Printer	Select the required printer. This option is available only when you set the Expedite Payroll option to Yes.

Expedite Payroll

Steps to Enable

This feature is automatically enabled for all newly created time elements.

Tips And Considerations

• For earnings and deductions that should not be processed in an expedited run, on the Element Overview page, in the Expedited Processing Rule option, select Do not include in expedited payroll runs. 

• If you use multiple payment methods of type Check to pay your workers, you can create a copy of the Expedited Payroll Flow and add additional Generate Check Payments tasks, each specific to a Check payment method.

Key Resources

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

• Creating Flow Patterns: Procedure
• Customizing the QuickPay Flow Pattern: Procedure

Reporting of Units other than Time

Currently, several payroll reports show the hours and days balances for elements whose rate is a monetary value per hour and day, respectively. Additionally, you can now view rate and unit information for balances corresponding to units other than time in the following payroll reports:

• Payroll Activity Report
• Payroll Balance Report
• Payroll Register
• Payslip

The reported Units can be hours, days, or other units. For example, an employee is paid an allowance, in addition to the regular pay, on a per unit basis. The additional allowance, captured as supplemental earnings, is either entered on the timecard or calculated indirectly using an element of type ‘Other Units’ and a rate definition linked to the element. The rate is defined as amount per shift or amount per unit, as the case may be.

The above mentioned reports display the Other Units balances separately in various sections, just as the Hours and Days balances.

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information please go to Application Help for the following topic:

Reporting Units Other Than Time in Payroll Reports: Explained

Payroll for the United Kingdom

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

Support for XML Format Data Retrieval and Upload

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

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

• P6 or P6B
• P9
• NVREP (RTI message)
• Student Loan Start Notice (SL1)
• Student Loan End Notice (SL2)

Prerequisites

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

• Enter the following employer RTI credentials
  • Sender ID
  • Authentication Value
• For each of the supported processes, you must set a current GOT number (high watermark):
  • P6 Highest Index Retrieved
  • P9 Highest Index Retrieved
  • SL1 Highest Index Retrieved
  • SL2 Highest Index Retrieved
  • RTI Highest Index Retrieved (for NVREP)

The following screenshot displays the attributes you must set for UK RTI information at the organization level:

HMRC Incoming Data Retrieval Process

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

• Establishes connection with the HMRC service and verifies credentials
• Sends a request for any new data which is waiting to be sent to the employer from HMRC.
• Receives the XML data and stores it in UCM, ready to be processed by the Load HMRC XML File process
• Updates the GOT number for the relevant message type retrieved.

The following screenshot describes the flow pattern and the parameters to run the HMRC Data Retrieval Process:

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

Controlling the Data Volume to Receive

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

• Number of incoming records from HMRC: Indicate the number of records the process should fetch from the HMRC each time.
• Number of times records fetched before upload: Indicate the number of iterations (performed in a loop) to fetch records from the HMRC before consolidating the data into a single file for upload.

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

Loading the HMRC XML File Process

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

• Load the fetched records from HMRC into interface tables;
• Validate the data within the message type against the data in the application
• Report on both validation failures and record updates
• Generate the HDL file with the validated data
• Load the HDL file to update the application data

The following screenshot describes the flow pattern and the parameters to run the process:

 

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

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

Steps to Enable

No steps are required to enable this feature.

Processing Benefits in Kind Through Payroll

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

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

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

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

• Assets transferred
• Payments made on behalf of employee
• Mileage allowance and passenger payments
• Vouchers and credit cards
• Employer provided living accommodation
• Interest free and low interest loans
• Cars and car fuel benefit
• Vans and van fuel benefit
• Private medical insurance
• Qualifying relocation and expenses
• Services supplied
• Assets placed at employee disposal
• Expenses payments made on behalf of employee
• Other items

Organization Information

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

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

• Living accommodation
• Interest free or Low interest loans

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

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

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

Taxable Benefits Calculation Card

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

To create the taxable benefits calculation card:

1. Select the Manage Calculations Cards task from the Payroll Calculations work area.
2. Search for and select the person for whom you want to create the calculation card.

3. Click Create:

4. Enter the effective date and select Taxable Benefits.
5. Click Add to add a calculation component:

6. Select the relevant calculation component and enter the component details.
7. Click Save.

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

Elements for Benefits in Kind

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

• A calculation element (triggers the formula calculation)
• A results element (stores the results of the calculations and other relevant information)

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

Balances for Benefits in Kind

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

Balance	Balance Category
Assets Transferred	Taxable Benefits
Payments on Behalf of Employee	Taxable Benefits
Mileage Allowance Taxable Passenger Payments	Taxable Benefits
Mileage Allowance Taxed	Taxable Benefits
Mileage Allowance Taxable Payments	Taxable Benefits
Mileage Allowance Payments	Taxable Benefits
Vouchers and Credit Cards	Taxable Benefits
Car Benefit	Taxable Benefits
Car Fuel Benefit Charge	Taxable Benefits
Van Benefit	Taxable Benefits
Van Fuel Benefit Charge	Taxable Benefits
Private Medical	Taxable Benefits
Qualifying Relocation Expenses and Benefits	Taxable Benefits
Service Supplied	Taxable Benefits
Assets at Employee Disposal	Taxable Benefits
Other Items Class 1A	Taxable Benefits
Other Items Non-class 1A	Taxable Benefits
Entertainment Expense Payments	Taxable Benefits
Payment For Use of Home Phone Expense Payments	Taxable Benefits
Non-qualifying Relocation Expenses Payments	Taxable Benefits
Travel and Subsistence Expenses Payments	Taxable Benefits
Travel and Subsistence Expenses Payments	Taxable Benefits
Other Expenses Payments	Taxable Benefits
Living Accommodation	Taxable Benefits
Interest Free Loans	Taxable Benefits
NIable Earnings for Class 1A NICs	Total Taxable Benefits
Assets Transferred Taxation Period	Information
Payments Made on Behalf of Employee Taxation Period	Information
Vouchers and Credit Cards Taxation Period	Information
Car and Car Fuel Benefit Taxation Period	Information
Van and Van Fuel Benefit Taxation Period	Information
Private Medical Taxation Period	Information
Services Supplied Taxation Period	Information
Assets at Employee Disposal Taxation Period	Information
Other Items Taxation Period	Information
Expense Payment Taxation Period	Information

Balance Feeds

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

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

Benefit Type	Benefits Taxed through Payroll	Taxable Pay	NIable Pay	NIable Earnings for Class 1A NICs
Assets Transferred	Y	Y	N	Y
Payments Made On Behalf Of Employee	Y	Y	N	N
Vouchers and Credit Cards	Y	Y	N	N
Mileage Allowance and Passenger Payments	Y	Y	Y	N
Cars and Car Fuel	Y	N	Y	Y
Vans and Van Fuel	Y	N	Y	Y
Private Medical Treatment or Insurance	Y	Y	N	Y
Qualifying Relocation Expenses	Y	Y	N	Y
Service Supplied	Y	Y	N	Y
Assets Placed At Employee Disposal	Y	Y	N	Y
Other Items	Y	Y	Y	Y
Expenses Payments	Y	Y	N	N

Steps to Enable

No steps are required to enable this feature.

XML Format for RTI Outgoing Files

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

HMRC File Submission Process

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

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

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

• Prepare the XML from source file for submission, including compression (for FPS & EYU only)
• Submit the XML file to HMRC’s Government Gateway portal
  • The process handles potential connection failures and re-submission. If HMRC reports a successful submission, the process archives the Correlation ID returned from HMRC (along with the endpoint URL, and the file Class). It also waits for the poll interval advised by HMRC’s response (typically 10 seconds).
• Poll the HMRC gateway portal for confirmation of successful submission, using the file Class and Correlation ID (previously archived).
  • The process handles potential connection failures and keeps on polling until confirmation is received. Upon confirmation, it stores the response XML (comprising digital signature) and messages.

The following screenshot illustrates the results of the submission process:

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

Steps to Enable

No steps are required to enable this feature.

Legislative Updates for Tax Year 2018-19

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

• UK PAYE tax rates and thresholds: All allowances and rates for rest of the UK (rUK).
• National Insurance rates and limits: The thresholds for National Insurance contribution calculations, effective 6th April 2018.
• Student Loan thresholds: New thresholds for student loans.

Steps to Enable

No steps are required to enable this feature.

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

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

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

• Car CO2 emission rates
• Cars registered on or after 01 January 1998 without approved CO2 emissions
• All cars registered before 01 January 1998
• Van benefit charges

Steps to Enable

No steps are required to enable this feature.

Payroll for the United States

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

e-IWO Reference Code Enhancement

We have augmented the processing of inbound electronic income withholding orders (e-IWOs) through enhanced reference code generation.  The e-IWO process automatically generates and stores this code on the employee’s Involuntary Deductions card component.  To help prevent duplicate codes, it now includes the remittance identifier.  The format of the reference code is now:

<case identifier>-<state code>-<remittance identifier>

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

The state code in the reference code is derived from the state FIPS code.

Key Resources

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

• Electronic Income Withholding Orders Processing Guide (Document ID 2238172.1)

Expedited Payroll Processing

For Oracle Fusion Time and Labor users, we have made it easier for you to process payroll for time card employees through expedited payroll runs.  When an employee submits an amended time card after you have run payroll, use the new Expedited Payroll Flow to fast-track their payment:

Expedited Payroll Flow

This flow captures any changes to elements you defined with the Time Card category:

Time Card Category

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

• This functionality does not work with elements defined prior to this release.
• When the employee submits their amended time card for approval, there are three new fields on the Manage Time Card task the Payroll Manager uses to mark it for expedited processing:

Time Card Details

The Expedite Payroll field identifies the amended time card for expedited processing.  When you submit this time card, after transferring your time card batches, run the Expedited Payroll Flow.

Update 17D

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 FEB 2018	Payroll for the US: Time Card Elements	Updated document. Revised feature information.
19 JAN 2018	Benefits : Affordable Care Act Override Upload (United States Customers Only)	Updated document. Feature delivered in update 17D.
19 JAN 2018	Workforce Rewards Transactional Business Intelligence:  New Subject Area: Benefits - Court Orders Real Time	Updated document. Feature delivered in update 17D.
19 JAN 2018	Compensation : Enhanced Salary Basis with Salary Range Differentials	Updated document. Feature delivered in update 17D.
08 DEC 2017	Payroll for the United States: Absence Element Template Enhancements	Updated document. Feature delivered in update 17D.
08 DEC 2017	Payroll for the United States: Time Card Eligibility for Elements	Updated document. Feature delivered in update 17D.
08 DEC 2017	Compensation Management: Manage Models in Workbook	Updated document. Feature delivered in update 17D.
08 DEC 2017	Compensation Management: Improved Modeling Performance	Updated document. Feature delivered in update 17D.
06 OCT 2017		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:

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

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

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

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

Additional Optional Reading:

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

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

Give Us Feedback

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

Feature Summary

Benefits

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

Restrict Historical Reporting of Life Events

Configure the maximum number of days in the past that a participant can self-report a life event. As a result, there are fewer chances of inadvertently backing out very old processed events and causing other issues, such as retro payroll issues.

When you define the maximum number of days and a participant tries to report a life event outside that value, a warning message appears.

Warning Message That Appears When Participant Reports Life Event Outside Date Range

In the example above, the participant sees a warning if they attempt to report the Add a Child life event outside of the number of days specified.

If participants are able to report more than one historical event, consider configuring collapsing rules.

Steps to Enable

On the Create or Edit Life Event page, use the new Past Event-Reporting Limit in Days field to limit the number of days in the past (up to 90 days) up until when participants can self-report a life event.  Enter zero to prevent participants from reporting historical life events.

Export and Import Benefits Objects Using Functional Setup Manager

Speed up your migration by exporting and importing life event collapsing rules and default benefits relationship configuration objects using Functional Setup Manager (FSM). The import and export functionality is an existing FSM feature.  Previously, you had to migrate these objects manually.

To export and import default benefit relationships, open the existing Configure Default Benefits Relationships task in FSM and set up the legal entity defaults. Then, you import and export the objects using the Export and Import actions in FSM.

The Create Configuration Package Page in FSM

You can also export and import life event collapsing rules using FSM. Before you create your collapsing rules, ensure that you create all your life events first, and import them using plan copy. Then, use the existing Manage Benefit Life Events task, Collapsing Rules tab to create your collapsing rules.

In FSM, you export collapsing life events and benefits relationships by creating a configuration package that contains an implementation project. Ensure that the implementation project contains the tasks pertaining to the data you want to export:

• Manage Benefit Life Events task for collapsing rules
• Configure Default Benefits Relationships task for benefits relationships

Like any other FSM export, if you re-save the data, the application overwrites the existing data.

To import setup data, you use the Manage Configuration Packages page in FSM to import the configuration package that contains the collapsing rules or default benefits relationships.

Steps to Enable

No steps are required to enable this feature.

Define Rates at Legislative Data Group (LDG) Level

You can now define your rates at the LDG level. As a result, this reduces the need to define individual rates for each legal entity that is part of an LDG. You use the rate you defined at the LDG level for all benefits offerings that span across all legal entities in that LDG, thus saving you time, and reducing human errors and maintenance.

Previously, when you created a rate, it was automatically set at the legal entity level. If you had benefit offerings that spanned legal entities in an LDG, then you had to create as many rates.

Use the new Rate Level field to set your rate to the LDG level while creating your programs or plans-not-in-programs. You can also use this field when you use the quick create feature to create programs and plans-not-in-programs.

The Rate Level Field While Creating a Plan

You can also include your rates defined at legislative data group level when you import and export your global programs and plans using plan copy.

There is also a mapping section on the Import Benefits Configuration page to enable you to map the LDG name, where it is different, during import.

Take advantage of this enhancement when you use spreadsheet loaders. There is a new Rate Level field on the spreadsheet loaders for plans, programs, and rates.

The Rate Level Field in the Plan Spreadsheet Loader

This enhancement enables benefits administrators to quickly add global rate structures from legacy plans. Also, with fewer rates to create, administrators can report on plan configuration setup more easily. The following diagnostic reports have been modified to support the LDG rate level:

• Benefits Fast Formula Details
• Benefits Person Element Entry
• Benefits Setup
• Person Benefits
• Program Information

The Rate Level Field on a Diagnostic Report

Steps to Enable

To configure the rate level at the legislative data group, you select Legislative Data Group from the Rate Level field when you create a plan or program. This field is available on the create plan or program pages as well as quick create and spreadsheet loaders.

Tips And Considerations

You cannot mix and match rates created at different levels. For instance, if you create rates at the legislative data group level and include them in a program or plan, all rates defined only at that level can be referenced in those programs and plans. The application prevents administrators from inadvertently including rates with different rate levels in a program, such as in the setup pages, quick create, and plan copy.

When you create a new program or plan not in program, the rate level will default to legal entity unless you specifically choose Legislative Data Group from the Rate Level field. Existing programs will automatically have the rate level set to legal entity. Once a program has a plan included, or the plan has a rate level set up, you cannot change the rate level. Flex shell plans and imputed shell plans are the only objects that can have both rate levels, but their associations with the programs can only contain rates defined at the same level.

When you use the program quick create feature and select a rate level, you can include only those plans that have were configured with the selected rate level. You cannot change the rate level after you create plans or programs using quick create.

Related Reports and BI Analytic Information

Use the new subject area, Benefits – Court Orders Real Time, to report on benefit court order data, such as dependents covered, plan, and plan types.

There are 17 new presentation folders, including subfolders:

• 10 Benefits shared dimensions
• 3 Core HR
• 3 Court Order
• 1 Fact

The New Benefits – Court Orders Real Time Subject Area

There is also support for the existing dimensions of Date, Employee, Documents of Records, Plan Type and Plan.

Steps to Enable

No steps are required to enable this feature.

Affordable Care Act Override Upload (United States Customers Only)

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

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

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

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

Steps to Enable

No steps are required to enable this feature.

Key Resources

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

• How do I override or add missing values in the 1095-C benefits report?

Also see the Oracle Cloud Release Readiness training, Workforce Rewards, Benefits (Update 18B).

Role Information

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

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

Transaction Analysis Duty Role	Job or Abstract Role
Manage ACA Upload (BEN_ACA_UPLOAD_PRIV), added  to the Benefits Process and Report Administration Duty (ORA_BEN_BENEFITS_PROCESS_AND_REPORT_ADMINISTRATION_DUTY)	Benefits Administrator and Benefits Manager

Compensation

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

Enable Scheduling of Grade Step Progression Processes

We made it easier for you to schedule the Run Grade Step Progression and Synchronize Grade Step Rates processes by eliminating the requirement for an effective date. If you omit the effective date, the application uses the system date for processing. This enables you to schedule the processes to run on a periodic basis such as daily, weekly or monthly, without having to update the effective date.

Steps to Enable

No steps are required to enable this feature.

Enhanced Action and Action Reason for Grade Step Progression

We enhanced two grade step progression processes to use a distinct action so you can more accurately determine the source of the updated salary record. The Run Grade Step Progression process uses the Automated Grade Step Progression action and the Synchronize Grade Step Rates process uses the Grade Step Rate Synchronization action.

Salary History Shows Actions

Both the Run Grade Step Progression and Synchronize Grade Step Rates processes enable you to indicate the action and action reason when you submit the process. This eliminates the need to update the progression grade ladder definition to identify action reason codes, which may differ from run to run.

Run Grade Step Progression Page

Grade Step Rate Synchronization Page

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

• You must use the seeded action of Automated Grade Step Progression (Action Code = CMP_GRADE_STEP_PROGRESSION) for the Run Grade Step Progression batch process. There is no capability to use your own action for this process.
• You must use the seeded action of Grade Step Rate Synchronization (Action Code = CMP_GSP_RATE_SYNCHRONIZATION) for the Grade Step Rate Synchronization batch process. There is no capability to use your own action for this process.
• We recommend that you provide the action when scheduling or submitting the batch process. However, if you do not specify an action when scheduling or submitting the process, the application takes the action from the Manage Progression Grade Ladders page. In this case, the application uses Automated Grade Step Progression (CMP_GRADE_STEP_PROGRESSION) action for both processes, as previously.

Synchronize Grade Step Rates in Manual Mode

You can now run the Synchronize Grade Step Rates batch process with a confirmation type of manual. Previously there was no option to choose a confirmation type for this process, and it always ran with a confirmation type of automatic. When you run the process in automatic mode, the application applies the updates to the salary record without a chance for you to review them. When you use the new manual confirmation type option you can review the proposed salary updates prior to applying them to the workers' salary records. Select the parameter in the Rate Synchronization Details section of the Manage Progression Grade Ladders page.

Confirmation Type Parameter in Manage Progression Grade Ladders Page

After the Synchronize Grade Step Rates process runs, you can view the results in the Review Proposed Progressions and Salary Updates page. Previously this page only displayed results for the Run Grade Step Progression batch process. Now it displays results for both batch processes.

Review Proposed Progressions and Salary Updates Page

Steps to Enable

For existing progression grade ladders, the application populates the rate synchronization confirmation type with the same value as the confirmation type for the Grade Step Progression process. The behavior of the Synchronize Grade Step Rates process may change after upgrade as follows:

• If your Grade Step Progression confirmation type is set to 'Automatic', the Synchronize Grade Step Rates confirmation type has an initial value of 'Automatic'. You do not have to change the value if you want to continue to run rate synchronization in automatic mode.
•  If your Grade Step Progression confirmation type is 'Manual', the Synchronize Grade Step Rates confirmation type has an initial value of 'Manual'. If you do not want the rate synchronization process to run in manual mode, you must update your progression grade ladder to change the value to 'Automatic'. After you update the value, the process continues to work the way it did in previous releases.

Key Resources

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

• Progression Grade Ladders: Explained

Grade Step Progression Transaction Log

You can now opt to create a transaction report when you submit the Run Grade Step Progression or Synchronize Grade Step Rates processes. The application creates an output text file when it runs the process. The text file contains detail for all the transactions and specifies error conditions encountered during processing.

Transaction Log Imported into Spreadsheet

Steps to Enable

1. To generate the report for either batch process, select the 'Create transaction report' checkbox.

Create Transaction Report Parameter

2. Submit the process: either Run Grade Step Progression or Synchronize Grade Step Rates.
3. Once the process had ended, the report is available when you view the log and output files for the process.

Transaction Log Available as Output From ESS Process

Tips And Considerations

• The transaction log is not translated to other languages; field labels and column headers only appear in English.
• Field formats (such as date and currency format) are fixed for all users and do not conform to format preferences of a specific user who generates the report.
• The text file includes over twenty-five columns of data for each record. You may find it helpful to import the file into a spreadsheet for ease of viewing and to filter or sort the data. The columns are delimited by the pipe symbol (vertical bar) which can be used to align the columns in a spreadsheet.

Export Grade Step Progression Transaction Details

You can now export transactions from the Review Proposed Progressions and Salary Updates page. End-users can review the results of the Run Grade Step Progression and Synchronize Grade Step Rate processes offline.

Export Data in Updates Tab Into a Spreadsheet for Offline Viewing

The Updates tab displays the transactions which do not contain any errors. The Errors tab displays transactions with errors. You can export data in both tabs for offline review.

Export Data in Errors Tab Into a Spreadsheet for Offline Viewing

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

• Be sure to select the columns for viewing prior to exporting the data. Only columns visible on the page are exported.

Enhanced Salary Basis with Salary Range Differentials

You can now create salary range differentials in the compensation work area. The application calculates an adjusted salary range (minimum, midpoint, maximum) based on the salary range differential profile linked to the salary basis. You can configure the salary range differential profile by location and can vary it over time using date-effectivity.

The Manage Salary Range Differentials task is available in the Compensation work area.

You can search for existing salary range differential profiles and you can create new ones.

Manage Salary Range Differentials

You can link a salary range differential profile to a salary basis.

Salary Range Differential in Salary Basis

From the salary basis you can view the details of the salary range differential profile.You can also view the differential values as of different dates.

View Differential Profile Values

You can view the adjusted ranges for the grade rate of the salary basis.

View Adjusted Ranges

Steps to Enable

There are no steps necessary to enable the feature.

Role Information

If you do not use the predefined reference roles, then you must add function security privileges to relevant job and abstract roles to use this feature. This table identifies the required privileges and suggests target job and abstract roles. You can add the privileges to different roles if you prefer.

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

Function Security Privilege	Job or Abstract Role
Manage Salary Range Differentials	Human Capital Management Application Administrator
Manage Salary Range Differentials	Compensation Administrator

Manage Models in Workbook

We have enhanced the modeling feature by adding the ability to export models into the integrated workbook. You can enter values quickly and imported them back into the application. Previously, you had to enter model values directly.

Steps to Enable

No steps are required to enable this feature.

Improved Modeling Performance

We made it easier to build and apply models to plans. You now see a flat table view instead of a tree structure. Previously, managers had to expand each tree node until they reached the lowest criteria.

Improved Model Building View

Steps to Enable

No steps are required to enable this feature.

Payroll

Global Payroll

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

New Attributes in Payroll Archive

You can now display the work location and/or department of the worker on their check or payslip. The Payroll Archive process archives the work location and department of the employee. Consequently, you can generate the check or payslip and display the archived data including the employee work location and department on a user-defined check or payslip template.

Define the check or payslip template and use the template in the BI Publisher Report you add to the Generate Check Payments or Generate Payslips flow. When you submit the flow, the report output is automatically generated based on the template included in the BI Publisher Report.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

• You must first define the check or payslip template to include the work location and/or department of the employee. Use this template in the BI Publisher Report you add to the Generate Check Payments or Generate Payslips flow.

Key Resources

For more information go to Application Help for the following topic:

• Adding a BI Publisher Report to a Flow: Procedure

Payroll for China

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

Add Severance Payments Tax Validation Rule to the Payroll Data Validation Report

The years of service calculation rule, that is set up at the payroll statutory unit deduction card level, is mandatory for severance payments tax calculation for the territories that employees are associated with. A message is displayed on the Payroll Data Validation Report if the severance payments tax rule is not set up for any territory.

Validation Message for Setting Up Severance Payments Tax Rule

Steps to Enable

No steps are required to enable this feature.

Payroll Register Report

The Global Payroll Register Report has been enabled for the China Payroll localization to facilitate payroll results verification. It reports the earnings, taxes, deductions, and employer liabilities archived in the periodic archive process.

This report has summary and detail modes. When you run this report as part of the payroll process flow, it is run in the summary mode against the archive periodic payroll results. While the summary report shows totals for hours, earnings, and deductions by payroll statutory unit and tax reporting unit, the detail report shows complete payroll run details for each employee.

Since a number of post-payroll activities are dependent upon a successful archive of calculated results, ensure that the data in the periodic archive matches the data in the payroll run results area.

The report consists of the following major sections:

• Balance Categories Summary
• Balances Summary
• Balances by PSU and TRU Summary
• Balance Details for a Person

Balance Categories Summary

Balances Summary

Balances by PSU and TRU Summary

Balance Details for a Person

Balance Details for a Person - Continued

Steps to Enable

No steps are required to enable this feature.

Improved Display of Direct Payments on the Statement of Earnings

For better understanding, the statement of earnings user interface has been enhanced with an improved flow by moving the direct payments values closer to the earnings. This change has been made to the summary, detail, and Gross to Net views.

Summary View

Detail View

Gross to Net View

Steps to Enable

No steps are required to enable this feature.

Payroll for Qatar

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

Third Party Payment Register Report

The third-party payment register report provides details of all payments made to a third-party person or organization, including involuntary and voluntary deductions. You can use the summary report to view a list of payments by payroll statutory unit, or the detail report to view the breakdown and roll-up of payments.

Generate the third-party payment register to view the summary or the detail listing of all third-party payments. You must run the report after calculating and verifying prepayments and generating the payments.

To generate the third-party payment register, use the Run Third-Party Payment Register task from the Payroll Checklist or Payroll Distribution work area.

Flow Pattern: Third-Party Payment Register Report

Steps to Enable

No steps are required to enable this feature.

Qatar Payslip

A sample template of the employee’s payslip that includes Qatar-specific gross to net information, is delivered for Qatar. It can be customized to meet specific business needs.

The Qatar payslip report typically contains the following sections:

• Employee & Employer Information
• Payroll Period
• Summary
• Earnings
• Earnings Hour Rate
• Absences
• Deductions
• Hours
• Days
• Absence Accruals
• Net Pay Distribution
• Accrual Type

You must run the following processes before generating a payslip:

• Payroll Run
• Prepayments
• Payroll Archive
• Payments Processes (Direct Deposit and Cheque Writer)

To generate a payslip:

1. Select the Submit a Process or Report payroll flow from the Payment Distribution work area.

Payment Distribution

2. Select the Generate Payslips flow pattern.

Submit a Process or Report: Select Flow Pattern

3. Enter the required parameters.

Submit a Process or Report: Enter Parameters

4. Review the payslip process result.

Payslip Process Result

5. View the generated payslip.

View Payslip

Steps to Enable

No steps are required to enable this feature.

Global Reports Uptake

The following global reports are enabled to meet Qatar-specific requirements:

• Payroll Balance Report
• Element Results Register

The Payroll Balance Report is a reconciliation report that feeds on live data. It extracts the run balance results for a specific period, which can then be used to verify the values of other reports. The report is driven by Payroll, PSU, TRU and Employee Name in the specified order.

The Element Results Register feeds on run results and usually runs every pay period, providing the earnings and deduction amounts for the selected elements. This report can be used in conjunction with Balance Views, SOE and Payroll Activity for diagnostic purposes. It can be sorted by Employee Full Name, Payroll Relationship, and Process Date. The report can be run independently or as part of a payroll flow.

Steps to Enable

No steps are required to enable this feature.

Payroll for Saudi Arabia

Payroll 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.

Third Party Payment Register Report

The third-party payment register report provides details of all payments made to a third-party person or organization, including involuntary and voluntary deductions. You can use the summary report to view a list of payments by payroll statutory unit, or the detail report to view the breakdown and roll-up of payments.

Generate the third-party payment register to view the summary or the detail listing of all third-party payments. You must run the report after calculating and verifying prepayments and generating the payments.

To generate the third-party payment register, use the Run Third-Party Payment Register task from the Payroll Checklist or Payroll Distribution work area.

Flow Pattern: Third-Party Payment Register Report

Steps to Enable

No steps are required to enable this feature.

Involuntary Deduction Element Template

The Involuntary Deduction Element Template enables employers to create appropriate court order elements so court orders can be deducted from an employee, if required, and paid to the appropriate third party organization.

The element template now creates Saudi specific objects required to process court orders efficiently.

Select your primary classification as involuntary deductions and secondary classification as court order.

Create Element

Enter a name that begins with a letter and is meaningful to your organization. This name serves as a prefix to the names of related elements, formulas, and balances. Now, respond to the following questions, as required, according to your business needs.

Create Element: Basic Information

No additional details are required. You can review the information and click Submit to complete the creation of elements and associated objects.

Create Element: Review

The following elements are created for each court order:

Court Order Elements

To associate a court order with an employee, create a calculation card with the name Court Orders.

Create Calculation Card

Create a calculation component for the court order that you have received. The displayed names are the same as the elements that were created, and the reference code is the court order reference in the court order notification.

Create Calculation Card: Calculation Component

Edit the calculation component details.

The amount is the amount to be deducted, as given in the court order notification. The total sum to be recovered, if any, is the total owed.

Frequency refers to the unit of time the amount entered is to be calculated. For example, if the court order notification is given as an amount per day, or an amount per month, frequency should be selected as either daily or monthly.

The partial deduction rule allows you to specify how to manage any arrears for the court order if there are insufficient funds for the court order to be deducted.

The payment issuing authority is the name of the organization created for this purpose.

The date of issue must be the date in the court order notification, and the date of receipt is when the court order notification was received. If there are multiple court orders of the same type, they will be processed in the order of the date of issue, taking into account when they were received.

The order amount payee details records the third party payee who would receive the court order deduction amount.

Create Calculation Card: Calculation Component Details

To add additional court orders, add new components and component details to the court order calculation card. If there is a requirement for multiple court orders of the same type, the reference code is used to differentiate between them.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

• The element eligibility must be defined for the Court Order element for the Saudi legislative data group (LDG).
• A third party organization who would receive court order deductions must be created as External Payee type, and third party payee details should be associated with this organization.
• A third party organization who issues court order notifications can be created as Payment Issuing Authority type, if required.

Bahraini Citizen Social Insurance

The calculation value definition for Bahrain employer rate in the government sector reflects the latest legislative update for Bahraini citizens working in the Saudi government sector. Navigate to Manage Calculation Value Definitions from the Payroll Calculations work area to work with calculation value definitions.

Steps to Enable

No steps are required to enable this feature.

Payroll for the United Arab Emirates

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

Third Party Payment Register Report

The third-party payment register report provides details of all payments made to a third-party person or organization, including involuntary and voluntary deductions. You can use the summary report to view a list of payments by payroll statutory unit, or the detail report to view the breakdown and roll-up of payments.

Generate the third-party payment register to view the summary or the detail listing of all third-party payments. You must run the report after calculating and verifying prepayments and generating the payments.

To generate the third-party payment register, use the Run Third-Party Payment Register task from the Payroll Checklist or Payroll Distribution work area.

Flow Pattern: Third-Party Payment Register Report

Steps to Enable

No steps are required to enable this feature.

Prenotification of Organization Payment Method

The creation and management of organization payment method has been simplified to eliminate prepayment failures arising from prenotification. The prenotification section for Create Organization Payment Method and Manage Organization Payment Method is usually not required for GCC countries and has therefore been hidden.

Steps to Enable

No steps are required to enable this feature.

Iqama Validation Update

Iqama number is a visa type and the number should be 14 or 15 digits in specified formats. In addition to the current 14-digit format NNN/NNNN/NNNNNNN, the validation now includes an additional 15-digit format in NNN/NNNN/N/NNNNNNN, where N represents a number.

Steps to Enable

No steps are required to enable this feature.

Payroll for the United Kingdom

Payroll 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.

Setting Irregular Payment as Default at the Organization Level

By checking the Irregular employment Payment box on the component Pay as You Earn for PSU and TRU the default will be taken for all new hires when their Statutory Deductions calculation card is created.

Irregular Employment Payment Default - Statutory Deductions Calculation Card

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

• Where no value is entered or the component does not exist the default will not be applied to the component during New Hire.

Payroll for the United States

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

Electronic Income Withholding Orders Inbound Process Enhancements

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

• Override the orders’ subprocessing priority.

This overrides the default value specified in the e-IWO Employer Configuration Settings user-defined table.  If no value is provided, the subprocessing priority is determined by the involuntary deduction secondary classification.  Use this formula for more complex derivation of the subprocessing priority value.

• Generate a deduction number for each deduction.

This is the third-party lien number and is not specific to e-IWOs. It is a unique 2-digit number representing the deduction.  This number increments whenever the employee incurs a new deduction, such as 01, 02, 03, and so on.  The third-party involuntary payment process uses this number.

• Set a new start date for all new orders, regardless of when you received them.

The default behavior uses the e-IWO income withholding start date.  The formula can be used for complex derivation rules for the start date.

• Determine the obligor's withholding amount, based on the amount and frequency information provided in the initial e-IWO, and load the amount into their Involuntary Deductions card.

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

To use this formula:

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

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information go to Application Help for the following topic:

• Application Configuration for Electronic Income Withholding Orders: Points to Consider

Or My Oracle Support for the following document:

• Oracle Fusion HRMS (US): Electronic Income Withholding Orders Processing Guide (Document ID 2238172.1)

Electronic Income Withholding Orders Outbound Process

We have made it easier for you to create your e-IWO acknowledgment files.  This new e-IWO process generates the acknowledgment file from inbound orders that you have either accepted or rejected.  It also includes acknowledgements for employer-initiated actions such as employee terminations.

Use the Submit a Process or Report task in the Checklists work area to run this process:

Run e-IWO Outbound Acknowledgment Process

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information go to Application Help for the following document:

• Oracle Fusion HRMS (US): Electronic Income Withholding Orders Processing Guide (Document ID 2238172.1)

Electronic Income Withholding Orders Employee Notification Report

We have made it easier for you to process incoming involuntary support orders.  The inbound e-IWO process now generates Employee Notification reports for all new and amended orders.  For each order it successfully transfers to the employee’s involuntary deduction card, it generates a letter and pushes it to Document Records.  In addition, the employee receives an email notification.

Use the Submit a Process or Report task in the Checklists work area to generate these reports through the primary Run e-IWO Process or through the stand-alone Run e-IWO Employee Notification Report process.

Run e-IWO Employee Notification Report Process

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

• A notification is not generated for termination of involuntary support orders.
• By default, users with the HR Specialist role have access to these documents through Document Records.  If you do not want these users to have access to these reports, you must create a custom role to exclude this document type.

Key Resources

For more information go to Application Help for the following topic:

• Creating Document Type Security Profiles: Examples topic in the Help Portal

Or go to My Oracle Support for the following document:

• Oracle Fusion HRMS (US): Electronic Income Withholding Orders Processing Guide (Document ID 2238172.1)

Time Card Elements

We have made it easier for you to identify elements for use with time cards. When defining Earnings elements, select the new Time Card category.

Time Card Category

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

You do not have to run the Create Time Card Calculation Components process or compile any fast formulas.

To use this element for tagging purposes, run the Generate Data Dictionary Time Attributes process from the Setup and Maintenance work area. You must have Time and Labor privileges to run this process.

Key Resources

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

• Oracle Fusion Human Capital Management for United States: Implementation and Use (Document ID 1676530.1)

Transactional Business Intelligence

Workforce Rewards Transactional Buisiness Intelligence

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

Benefits

New Subject Area: Benefits - Court Orders Real Time

Enhance your reporting on benefits with the new subject area Benefits - Court Orders Real Time that provides real time information on court orders. Use this subject area to monitor qualified medical support court orders such as status of court order enrollments, dependents covered, court order effective date, coverage of plans, and so on.

Steps to Enable

No steps are required to enable this feature.

New Subject Area: Benefits - Billing Real Time

Enhance your reporting on benefits with the new subject area Benefits - Billing Real Time that provides real time information on billing reports for benefits participants by the organization. This subject area covers any chargeable costs that are partially deducted from the payroll. It helps keep the participants enrolled in the specific benefits.

Steps to Enable

No steps are required to enable this feature.

Compensation

New Dimension- Compensation Manager List

Improve the performance of report and dashboard prompts that use the compensation manager hierarchy with the new dimension called Compensation Manager List. The new dimension lists the members of the compensation manager hierarchy in a flat format with the member level order denoted by numbers. This new list dimension is for report prompt and dashboard prompt purposes only and not to be used as hierarchies for drill down reporting.

The Compensation Manager List - can be used along with:

• Compensation Manager Hierarchy

Use the Compensation Manager List and/or Hierarchy if you want the traditional compensation manager hierarchy and you want to deliver the report to compensation managers so they can only see their hierarchy.

The Compensation Manager List and Hierarchy - cannot be used along with:

• Assignment Manager
• Assignment Manager Unsecured
• Matrix Manager

Steps to Enable

No steps are required to enable this feature.

New Metrics in Compensation Budget Real Time

Enhance your reporting on worker compensation budgets with the addition of this new metrics Compensation Budget Real Time to report on the worker budget. The new metrics is  included in:

• Target Compensation Amount Minimum
• Target Compensation Amount
• Target Compensation Amount Maximum

Steps to Enable

No steps are required to enable this feature.

Updated Metrics in the Compensation Subject Areas

Show correctly in the compensation subject areas, the Quartile and Quintile. Previously the system showed Below Range, it will now show as blank, when there is no salary range.

Steps to Enable

No steps are required to enable this feature.

Payroll

Enhanced Payroll Subject Area - HR Data As of Date

Display the following payroll subject areas for person details, such as Job, Position, Grade, to be displayed based on the anchoring date of the respective subject area. This could be either date earned or process date. The payroll attributes related to the person, such as Payroll Statutory Unit, Legislative Data Group, and Tax Reporting Unit would also be displayed as on the anchoring date of the respective subject area. This would be process date.

For example, if a person’s job is “Analyst” as on 31-Mar-2015 and “Supervisor” as on 31-Feb-2016, when the Payroll Run Results information is queried for these two periods, then it should show the corresponding jobs for the respective payroll run result records

The following subject areas have been enhanced with this functionality:

• Payroll Run Results Real Time
• Payroll Run Costing Real Time
• Payments Distribution Real Time
• Payroll Balances Real Time
• Payments Costing Real Time
• Payroll Rate Calculation Results Real Time

Steps to Enable

No steps are required to enable this feature.

Absence Element Template Enhancments

We have made it easier for you to define Absence elements through the enhanced Absence Element Template.  When using the Manage Elements task, you are no longer required to create separate absence payment elements when setting up an absence.  The Absence element is now also the payment element.

Steps to Enable

No steps are required to enable this feature.

Key Resources

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

• Oracle Fusion HRMS (US): Setting Up Absence Elements for Oracle Fusion Absence Management for Release 12 and later (Document ID: 2308118.1)

Update 17C

Revision History

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

Date	Feature	Notes
25 AUG 2017		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:

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

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

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

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

Additional Optional Reading:

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

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

Give Us Feedback

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

Release Feature Summary

	Action Required to Enable Feature
Feature	Automatically Available	End User Action Required	Administrator Action Required	Oracle Service Request Required
Benefits
Benefits
Enhanced Reporting and Search Capability on the Standard Rates Page
Copy Images and Plan Carriers Using Plan Copy
Purge Voided and Backed out Events from Person Life Events
Compensation
Compensation and Total Compensation Statement
Use Current Pay Period Start Date in Grade Step Progression Transactions
Payroll
Global Payroll
Column Filtering for Balance Group Pages
Support for Employer Taxes in Payroll Reports
Third Party Payment Register Enhancements
Payroll for Kuwait
GCC Social Insurance Elements: Retroactive Elements
Third Party Payment Register Report
Payroll for the United Arab Emirates
GCC Social Insurance Elements: Retroactive Elements
Involuntary Deduction Element Template
Payroll for the United Kingdom
Third Party Payment Register Report
Payroll for the United States
Third-Party Payments Check Template

Benefits

Benefits

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

Enhanced Reporting and Search Capability on the Standard Rates Page

Search for and report on rates information more efficiently using the two new fields, Short Name and Short Code, available on the standard rates pages. You can search for rates information using these fields to refine your search and see more relevant results. You can use these search fields in conjunction with the existing search criteria, or on their own.

The Short Name and Short Code fields on the standard rates pages

You can also use this search capability on the standard rates pages, spreadsheet loader, and payroll element lookup.

Steps to Enable

No steps are required to enable this feature.

Copy Images and Plan Carriers Using Plan Copy

The existing plan copy functionality has been enhanced to include plan carriers and images.

You can now copy images that you configured to display in the self service enrollments pages for programs, plans-not-in-program, and plan types. You can also include any configured plan carrier when you import a plan. If location is associated with the carrier, that too is included in the copy.

Use the existing tasks (Export Benefits Plan Configuration, Import Benefits Plan Configuration) to take advantage of these enhancements.

Steps to Enable

No steps are required to enable this feature.

Purge Voided and Backed out Events from Person Life Events

You can now purge voided person life events from the enrollment work area. Previously, you had to leave the Enrollment work area and run a process from the Evaluation and Reporting work area to purge life events. Use the new option, Purge Voided and Backed Out Events, available in the Actions menu on the Life Events tab of the Manage Person Life Events page.

The Purge Voided and Backed Out Events action

You can purge voided life events, but you can't purge events that are in a backed-out state with unprocessed potential events. That’s because you might want to reinstate these backed-out events later. When you purge a life event, it is irrevocable. However, you can purge life events in a backed-out state with voided potential events.

You can't purge potential life events that belong to any of these status values:

• Unprocessed
• Detected
• Manual

You can delete such events using the existing Delete option from the page if required.

When you purge events, the date that appears in the warning message is the effective date that you had entered to navigate to the Enrollment work area. All voided life events up to and including this date are purged.

The warning message that appears when you purge events

For example, if the effective date in the Person Life Events page is August 22, the application purges all voided events up to and including August 22.

Steps to Enable

No steps are required to enable this feature.

Compensation

Compensation and Total Compensation Statement

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

Use Current Pay Period Start Date in Grade Step Progression Transactions

We added a new option on the Manage Progression Grade Ladder page for defining the transaction dates.  The three transaction dates on the Progression Grade Ladder page include a new choice which allows you to define the transaction date as the start of the current pay period.

You can use this choice for the grade step progression batch process, in order to drive the date for the newly inserted assignment record and salary record. You can also use this choice for the rate synchronization batch process, in order to drive the date for the newly inserted salary record.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

• You’ll need to define payroll time periods and associate a payroll with each worker in order for the application to determine the appropriate pay period start date.
• You can alternatively define transaction dates as start of next pay period. This option was delivered in a prior release.

Key Resources

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

• Progression Grade Ladders: Explained

Payroll

Global Payroll

Oracle Fusion Global Payroll is a high-performance, graphical, rules-based payroll management application. It’s designed to keep pace with the changing needs of your enterprise and workforce in order to reduce setup costs, administration, and processing time. 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.

Column Filtering for Balance Group Pages

You can now easily find balance definitions and default inclusions in the Manage Balance Groups task and matrix items in the Manage Balance Group Usages task. In the balance definitions page you can use the column filtering to search for a specific balance definition by filtering on name, balance dimension and/or balance category.

On the balance definitions page you can use the query by example icon to search for a specific balance definition by filtering on name, balance dimension and/or balance category.

On the default inclusions page you can use the query by example icon to search by filtering on balance category and/or balance dimension.

Similarly, the query by example icon on hte matrix items page can be used to search by filtering on the name and position columns.

Steps to Enable

No steps are required to enable this feature.

Support for Employer Taxes in Payroll Reports

You can now report on balances of ‘Employer Taxes’ category in all payroll reports that normally report Employer Charges or Liabilities. The reports that newly support Employer Taxes are:

• Payroll Activity Report
• Gross to Net Summary Report
• Statutory Deduction Report
• Deduction Report
• Payroll Balance Report
• Payroll Register

Steps to Enable

For Employer Tax elements delivered by Oracle, no steps are necessary to enable this feature. For elements that you have defined, the reports automatically display the balances for specific balance dimensions. If those balance dimensions are not attached to your balance or are not the ones you wish to report on, use the Manage Balance Groups and Manage Balance Group Usages tasks in the Payroll Calculation work area to enable your preferred balance dimensions within each report.

Tips And Considerations

If your legislation does not use the Employer Taxes balance category, this enhancement does not apply to you.

Key Resources

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

• Balance Groups and Usages: Explained
• Creating Balance Groups and Usages: Worked Example

Third Party Payment Register Enhancements

You can now report on roll up payments and multi-deduction payments using the Third-Party Payment Register. You can:

• Use the Third-Party Payments Roll up process to roll up multiple employee payments made to the same third-party payee into a single payment.
• Generate the Third-Party Payment Register and view such roll up payments along with the details of the employee and their deductions for each roll up payment.

View deduction details of payments made to a third-party from a single employee with multiple deductions, for example, multiple Court Orders. Use the new mandatory “Scope” parameter to view the Summary or Detail report.

• When the parameter value is ‘Summary’, the report provides a list of payments, without any employee or deduction details.

• When the parameter value is ‘Detail’, the report provides a list of payments along with the details of each employee and their deductions that make up the payment.

Steps to Enable

No steps are required to enable this feature.

Key Resources

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

• Third-Party Rollup Payments: Explained
• Payment Distribution Reports: Overview

Payroll for Kuwait

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

GCC Social Insurance Elements: Retroactive Elements

Enable retroactive calculations on employee and employer social insurance for GCC nationals by providing appropriate elements for all GCC social insurance retroactive changes.

Employee GCC Social Insurance Elements

Employer GCC Social Insurance Retro Elements

Steps to Enable

No steps are required to enable this feature.

Third Party Payment Register Report

The third-party payment register report provides details of all payments made to a third-party person or organization, including involuntary and voluntary deductions. You can use the summary report to view a list of payments by payroll statutory unit, or the detail report to view the breakdown and roll-up of payments.

Generate the third-party payment register to view the summary or the detail listing of all third-party payments. You must run the report after calculating and verifying prepayments and generating the payments.

To generate the third-party payment register, use the Run Third-Party Payment Register task from the Payroll Checklist or Payroll Distribution work areas.

Flow Pattern: Run Third-Party Payment Register Report

Steps to Enable

No steps are required to enable this feature.

Payroll for the United Arab Emirates

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

GCC Social Insurance Elements: Retroactive Elements

Enable retroactive calculations on employee and employer social insurance for GCC nationals by providing appropriate elements for all GCC social insurance retroactive changes.

Employee GCC Social Insurance Retro Elements

Employer GCC Social Insurance Retro Elements

Steps to Enable

No steps are required to enable this feature.

Involuntary Deduction Element Template

Enable employers to create appropriate court order elements using the element template so court orders can be deducted from an employee, if required, and paid to the appropriate third party organization.

The element template now creates UAE specific objects required to process court orders efficiently.

Select primary classification as involuntary deductions and secondary classification as court order:

Create Element

Type a name that begins with a letter and is meaningful to your organization. The name serves as a prefix for the names of related elements, formulas, and balances, then respond to the given questions as required by your business needs.

Create Element: Basic Information

No additional details are required, you can review the information and select submit to complete the creation of the elements and associated objects.

Create Element: Review

Four elements will be created for each court order:

Court Order Elements

To associate the court order to an employee create a calculation card, as Court Orders:

Create Calculation Card

Create a calculation component for the court order that you have received. The names shown will be the same as the elements that were created, and the reference code is the court order reference on the court order notification.

Create Calculation Card: Calculation Component

Edit the calculation component details.

The amount is the amount to be deducted as given on the court order notification. If there is a total sum to be recovered this can be recorded as the total owed.

Frequency refers to the unit of time the amount entered is to be calculated as, for example if the court order notification is given as an amount per day, or an amount per month, frequency should be selected as either daily or calendar month.

The partial deduction rule allows you to specify how to manage any arrears for the court order if there insufficient funds for the court order to be deducted.

The payment issuing authority is the name of the organization created for this purpose.

Date of issue must be recorded as the date on the court order notification, and date of receipt can be used to record when the court order notification was received. If there are multiple court orders of the same type they will be processed in the order of the date of issue, taking into account when they were received.

The order amount payee details must be used to record the third party payee who should receive the court order deduction amount.

Create Calculation Card: Calculation Component Details

To add additional court orders add new components, and component details to the court order calculation card. If there is a requirement for multiple court orders of the same type the reference code will be used to differentiate between them.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

• The element eligibility must be defined for the element Court Order for the UAE legislative data group (LDG).
• A third party organization who will receive court order deductions must be created as type external payee, and third party payee details should be associated to the third party organization.
• A third party organization who has issued the court order notification can be created as type Payment Issuing Authority, if required.

Payroll for the United Kingdom

Payroll for the United Kingdom (UK) supports country specific features and functions for the UK. It enables users to follow the UK’s business practices and comply with its statutory requirements.

Third Party Payment Register Report

The third-party payment register report provides details of all payments made to a third-party person or organization, including involuntary and voluntary deductions. You can use the summary report to view a list of payments by payroll statutory unit, or the detail report to view the breakdown and roll-up of payments.

Generate the third-party payment register to view the summary or the detail listing of all third-party payments. You must run the report after calculating and verifying prepayments and generating the payments.

To generate the third-party payment register, use the Run Third-Party Payment Register task from the Payroll Checklist or Payroll Distribution work areas.

Flow Pattern: Third-Party Payment Register Report

Steps to Enable

No steps are required to enable this feature.

Payroll for the United States

Payroll for the United States (US) supports country specific features and functions for the US. It enables users to follow the US’s business practices and comply with its statutory requirements.

Third-Party Payments Check Template

You can now print checks for third-party payments. A new check template contains all the necessary information for third-party payments. Run the Generate Check Payments for Employees and Third Parties process. This process delivers as output files:

• Third Party Payments Check (contains employee details on the check stub and the total payment on the physical check)
• Third Party Payments Audit Report (contains all employee details contributing to an amount printed on the physical check)

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

If you already have a custom third-party check template, you now have several options:

• Choose to use the new seeded template.
• Add your custom template to the STD_CHECK and TP_CHECK report categories, and override the seeded templates.

Update 17B

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
20 OCT 2017	Payroll for the United States: Electronic Income Withholding Orders Inbound Process	Updated document. Feature delivered in update 17B.
25 AUG 2017	Oracle Fusion Benefits: Delete Programs and Plans with Hierarchies	Updated document. Feature delivered in update 17B.
25 AUG 2017	Oracle Fusion Global Payroll: Enhancements in Element Eligibility Criteria	Updated document. Feature delivered in update 17B.
07 APR 2017		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:

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

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

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

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

Additional Optional Reading:

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

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

Give Us Feedback

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

Release Feature Summary

	Action Required to Enable Feature
Feature	Automatically Available	End User Action Required	Administrator Action Required	Oracle Service Request Required
Benefits
Benefits
Improved Self-Service Benefits Pages
Benefits Court Orders Enabled
Improved Purge Backed-Out or Voided Life Event Data Process
Loading Enrollment Data
Mass Close of Certification Action Items
Benefits Costing at All Tiers
Diagnostic Reports
Delete Programs and Plans with Hierarchies
Compensation
Compensation and Total Compensation Statement
Improved Salary Functionality and Pages
Populate Salary from Progression Grade Ladder Rates
Enhanced Compensation Change Statements
Updated Workforce Compensation User Interface
Enhanced User Worksheet Personalizations
Review Triggered Alerts in Administer Workers
Filter Worksheet Download Administrator Report
Protected Cells in Downloaded Worksheet
Increased Flexibility for Configuring Total Compensation Statements
Payroll
Global Payroll
Enhancements for Third-Party Payments
Support for Payment Corrective Actions
Payroll Person Search
Enhancements for Quickpay
Statement of Earnings
View Person Process Results
Calculation Entries Page
Flow Search Results
Enhancements for Flow Submission Status
Partial Period Accruals by Percentage
Enhancements in Element Eligibility Criteria
Payroll for Kuwait
Report 103 Enhancement
Cheque Template for Third Party Payments
Data Validation Report Updates
Payroll for Saudi Arabia
Additional Element Template Functionality for Allowances
Payroll Cycle Flow Enhancement
Payroll for the United Arab Emirates
Wage Protection System: Request for Refund
Additional Element Template Functionality for Allowances
Payroll Cycle Flow Enhancement
Payroll for the United States
Electronic Income Withholding Orders Inbound Process
Global Payroll Interface
Additional Country Extensions in Global Payroll Interface Extract Definition
Country Support for Payroll Interface
France
Global Payroll Interface for France
Transactional Business Intelligence
Workforce Rewards Transactional Business Intelligence
Enhancements for Benefits
Enhanced Subject Area: Benefits – Enrollments Real Time
New Report – Benefit Element Report
Enhancements for Compensation
New Attributes and Performance Enhancements for Compensation OTBI
Enhanced Subject Area: Compensation - Workforce Compensation Real Time
Enhanced Subject Area: Compensation - Workforce Compensation Budgets Real Time
Enhancements for Payroll
New Subject Area: Payroll - Rate Calculation Results Real Time
New Subject Area: Payroll - Element Entries History Real Time
Enhanced Dimensions – Costing Segments
Enhanced Dimensions – Payroll-Related Dimensions

Benefits

Benefits

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

Improved Self-Service Benefits Pages

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

• Enter relationship start date
• Display offerings in additional train stops

Enter Relationship Start Date

Participants can now take advantage of the new Relationship Start Date field in the benefits contacts page. Use this field, instead of an effective date, to record the start of a relationship.

The application uses the relationship start date entered to calculate the correct contact effective date for the participant, which enables the participation evaluation process to consider them towards designation.

The Relationship Start Date Field in the Create Contact Page

Display Offerings in Additional Train Stops

Add additional train stops in your enrollments flow if required. Five additional train stops are available to enable you to spread across up to twelve plan type groupings. Continue to use existing functionality to rename the train stops to reflect your benefits offerings, and control their display.

Additional Train Stops to Display Offerings in the Self Service Enrollment Pages

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

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

• Configuring Enrollment Display: Procedure
• What's the purpose of the relationship start date on the self service benefits contacts page?

Benefits Court Orders Enabled

Comply with court order legislation by using the new court orders functionality. Record and view court orders, such as US Qualified Medical Child Support Orders (QMCSO).

Create Benefit Court Orders Page

The benefits court orders functionality enables you to:

• Enforce dependent enrollment in self service pages
• Upload scanned documents, such as financial assessments and original court orders
• Trigger life events to manage and enforce court order related enrollments
• View court order details from enrollment pages

Enforce Dependent Enrollment in Self Service Pages

Add dependents identified in the court order. For each dependent, determine the plan or plan type that they need to enroll in. When a court sends a release or the dependent ages out, you can enter an end date to stop the court order enforcement.

The Prevent disenrollment check box is selected by default to prevent participants opting out their dependents from enrollment during an active court order.

Upload Scanned Documents

You can upload scanned financial assessments and the original court order for reference purposes. Use the Document Records section in the Create or Edit Benefit Court Order page. This is existing Document Records functionality.

The Document Records Section On the Create Benefit Court Order Page

Court Order Details from Enrollment Pages

Court order details are available from the Enrollment Results page. As a benefits administrator, you can also see whether or not a dependent is covered.  You can print this page, if required, for record keeping.

Participants can view their court order details from the Benefits Confirmation Summary Report, in the self-service pages. The report provides details of the court order, such as the order identification, the plan types or plans included in the court order, and dependents.

Administrator View of a Benefits Court Order from the Enrollment Results Page

Steps to Enable

No steps are necessary to enable this feature as a whole. However, depending on your requirements, you might want to follow these steps if you want to trigger life events automatically. You can trigger life events for court order data changes due to create, update, and delete operations:

1. In the Plan Configuration work area, open the Manage Life Events task.
2. In the Create Person Change window, you can configure life events to trigger on all user editable fields available on both the master and dependent level tables: BEN_CRT_ORDR_F, BEN_CRT_ORDR_PL_DPNT.

Create Person Change Window in the Manage Life Events Task

Key Resources

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

• Benefit Court Order Administration: Overview
• How do I trigger a person life event on creating, updating, or deleting a court order?
• How can I make modifications to a court order if a dependent is no longer required by the court to be enrolled in benefits?
• How can I view a court order for a participant?

Improved Purge Backed-Out or Voided Life Event Data Process

Use the Purge Backed Out or Voided Life Event process to now delete potential, voided and detected life events en masse. Previously, this process could purge person data related to backed out and voided life events to remove data, such as enrollment rates and electable choice information.

A new parameter called Void Potential Life Events with Status is now available on the process page. This field has these values: Detected, Manual and Unprocessed.

 Void Potential Life Events with Status Parameter on the Process Page

The audit report and log file now shows the following additional information:

• Statistics on the total number of life events deleted
• Details about the person numbers, life events deleted, life event name, life event occurred date, and life event status

Steps to Enable

No steps are necessary to enable this feature.

Key Resources

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

• Benefits Process Parameters

Loading Enrollment Data

Upload enrollment data for participants and their dependents and beneficiaries more flexibly.

Enhanced Search Capabilities in Spreadsheet Loaders

Use enhanced search capabilities on the following spreadsheet loaders:

• Person Benefit Balance
• Person Benefit Groups
• Postal Code Ranges and Service Area

The following new search filters for the Person Benefit Balance spreadsheet loader are available:

• Benefit Balance Name
• Legal Entity Name
• Effective Date
• Person Number

New Search Filters on the Person Benefit Balance Spreadsheet Loader

The Person Benefit Groups spreadsheet loader has the following new search filters:

• Benefit Group Name
• Person Number
• Effective Date

In the Postal Code Ranges and Service Areas spreadsheet loader, use the new From and To search filters for postal zip ranges. You can also edit the dates in Edit mode.

Also available is a filter called Event, which enables administrators to upload larger volumes if required, and to prevent the spreadsheet loader from timing out. If you set the Event filter to Yes, then the application attempts to trigger life events for every record that the spreadsheet loader uploads.

Copy Rate Calculation Methods to Rates of Other Legal Entities

Use the Edit Rates spreadsheet loader to copy data changes to rate calculation method attributes to rates of other legal entities. The source and destination rates must follow these conditions:

• Same benefits object
• Same display type
• Same calculation method

Steps to Enable

No steps are necessary to enable this feature.

Mass Close of Certification Action Items

The new Upload Enrollment Certifications spreadsheet uploads participant, dependent, and beneficiary certifications en masse. Previously, you had to close action items manually for every employee or participant when they provided you with proof, such as a birth certificate.

Upload Enrollment Certifications Spreadsheet Loader in the Person Data Loaders Tab, Evaluation and Reporting Work Area

When you create the spreadsheet, you enter a row for each certification for each person or employee. However, you can enter multiple action items with several certifications and action items for participants with several dependents or beneficiaries.

After you upload the spreadsheet, you use the existing Close Action Items process to process the spreadsheet and close the action items en masse. The process is available in the Election Processes section, Processes tab, Evaluation and Reporting work area. The process page contains the following new parameters:

• Close Previous Optional Action Items, to close action items that do not cause suspension, such as For Your Information types of action items where it might not be necessary to see a certificate before closing.
• Action Item, to close a specific action item.
• Batch Name, to process a spreadsheet loader batch and attempt to close all action items in that spreadsheet.

New Parameters on the Close Action Items Process Page

Steps to Enable

No steps are necessary to enable this feature.

Key Resources

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

• Managing Enrollment Certifications in the Integrated Workbook: Procedure

Benefits Costing at All Tiers

Cost 100 percent of the rate of a benefit plan to the primary assignment in payroll, if required. You can now select Primary assignment 100% in the Costing Method field on the Create Standard Rates page.

Costing Method Field on the Create or Edit Standard Rates Page

Use the costing option on rates identified by the legal employer, specific plans or elements, or other such criteria, to allocate the cost based on the employee's organization.

You might not want to use the costing option if you haven't set up cost accounts for employees or you only use payroll to generate element entries rather than process them. If you don't want to use this costing option, the cost at the employment level is still set at the payroll relationship level and you can't allocate the cost based on the employee's organization.

View distribution details from the Enrollment Results page, General tab, Rates section, Details window. You can view the element entry values for a participant rate. This distribution is picked up by the payroll costing process.

 Costing Distribution Section in the Payroll Information Window

Steps to Enable

No steps are necessary to enable this feature.

Key Resources

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

• How can I configure costing for a benefit rate?

Diagnostic Reports

The following new diagnostic reports are now available:

• Affordable Care Act
• Benefits Health Check

The Affordable Care Act diagnostics report helps you to check for Affordable Care Act (ACA) eligibility for example, or to triage any other discrepancies. The Benefits Health Check diagnostic report helps you to diagnose issues with a participant's benefits details and other discrepancies.

To navigate to these diagnostic reports, click Run Diagnostics Tests from the Settings and Actions menu and search for the report to run and view.

Steps to Enable

No steps are necessary to enable this feature.

Key Resources

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

• How can I diagnose any issues with the Affordable Care Act (ACA) setup?
• How can I diagnose any issues with a participant's benefits information?

Delete Programs and Plans with Hierarchies

You can now quickly delete programs or plans including their hierarchies. Previously, although you could delete programs and plans with their hierarchies, you had to delete all the child benefit objects first, and move up the hierarchy one benefit object at a time. You can delete programs or plans created using quick create, regular create, or plan copy. This feature if useful especially when you want to delete any test plans and programs that you no longer need in your final environment.

Typical Program Hierarchy

To delete a program with its hierarchy, you use the new Delete Program and Hierarchy button available on the Programs search page. To delete a plan with its hierarchy, use the Delete Plan and Hierarchy button available on the Plans search page.

Delete Plan and Hierarchy Button on the Plans Search Page

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

• Before you attempt to delete a plan or program, it is recommended that you export the plan configuration first. When you delete the program or plan, you cannot recover it unless you previously exported it. The error message that appears when you attempt to delete includes this recommendation.
• You can delete the program or plan with a hierarchy only if:
  • Objects within the hierarchy are not in use by any other plan or program
  • Enrollments or any other transactions do not exist
• If the application is unable to delete the child hierarchy records for any reason, such as enrollment transactions exist, the entire delete operation is cancelled and an error message appears.
• If there are no objects in the hierarchy, you will continue to see the existing error message confirming that you can delete the program or plan. If there are objects in the hierarchy, however, you’ll see a different message, indicating that the program or plan along with the hierarchy would be deleted. If you click Yes to confirm, the application deletes all the objects in the program or plan hierarchy.
• You cannot delete flex credit shell plans using this functionality because you can only have one shell plan per business group.
• Some objects, such as life events and derived factors are not included in the hierarchy when you delete a program or plan. This is because such objects might be referenced by many other programs and plans.

Compensation

Compensation and Total Compensation Statement

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

Improved Salary Functionality and Pages

We made it simpler to search for and manage salary bases using the streamlined Manage Salary Basis page. You can now:

• Use the new configuration option to control decimal display of salary attributes
• View additional details of the element attached to the salary basis
• Inactivate unused salary basis so that workers are no longer assigned
• Add a unique code to the salary basis

Previously, the configuration options were limited and you could not inactivate unused salary bases.

The Manage Salary page is now separated into landing and proposal pages. You can now submit only one salary change transaction at a time. Previously you could submit multiple salary changes within one transaction.

When using components with salary, the approval notification now displays the component values. Previously you could not view the component details in the approval notification.

Improved Manage Salary Basis Task

Manage Salary from Landing Page

Submit a Single Salary Change

Steps to Enable

There are no steps necessary to enable the feature.

Tips And Considerations

• The decimal places to display option do not affect the behavior of element entries or other pages where salary is displayed. It’s effect can be seen in manage salary pages only.
• Assess the impact to your page customizations and end user training because of the Salary page changes. Review the following pages:
  • Manage Salary Basis
  • Administrator’s Manage Salary
  • Line Manager’s Manage Salary
  • Compensation Card
  • Compensation History
  • Salary Notification for Administrator’s and Line Manager’s Manage Salary Transaction
  • Salary Region in New Hire, Promote, Transfer, Change Working Hours Flows
  • Salary Region in New Hire, Promote, Transfer, Change Working Hours Flow Notifications / Transactions
• Before you initiate the upgrade, it is recommended that salary approval transactions are actioned and not pending for approval. This minimizes impacts to the notification content and behavior.

Populate Salary from Progression Grade Ladder Rates

We streamlined the entry of salary amounts for workers whose rates you define on a progression grade ladder. You can now decide to automatically include salary updates in employment transactions. This feature is available on the Manage Progression Grade Ladders page in the Compensation work area. Previously, you manually initiated a Manage Salary transaction to update a worker’s salary record with a grade or step rate.

To populate the salary amounts:

1. Create grades.
2. Create the progression grade ladder.
3. For Include Salary Updates, select Yes.
4. For Salary Calculation Method, select Use grade step rate.
5. Add grades and enter rates.

Include Salary Updates in Employment Transactions

Steps to Enable

There are no steps necessary to enable the feature.

Tips And Considerations

• The application populates the salary amount, in the frequency of the worker’s salary basis, when you update the grade ladder, grade, or step on the employment records. The transactions include the Hire, Manage Employment, and manager self-service transactions that include the salary section, such as the Promote or Transfer transaction.
• Sometimes the application cannot populate the salary, such as when a future-dated salary record exists. In this case, the application displays a warning message to the user.

Key Resources

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

• Progression Grade Ladders: Explained

Enhanced Compensation Change Statements

You can now associate eligibility criteria with Compensation Change Statement templates and configure worker statement actions. Worker statement actions enable you to track when workers have accessed statements in self service. Workers can acknowledge receipt of the changes. You can enable administrators to generate and deliver statements to managers through the worksheet, and workers through self-service. Administrators can now access statements through the Administer Workers task. Previously, you could not associate eligibility criteria with the templates and you could only generate statements through the worksheet.

Select the Method of Statement Delivery

Enter Eligibility Criteria and Select Worker Statement Action

Administrators Can Now Access the Statements Through the Administer Workers Task

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

You can ensure that managers receive the statements before workers see them in self service by selecting the Statement Delivery type of Centrally managed and stored and running the Process Workforce Compensation Change Statements batch process with the visibility set to Administrators and Managers.

Role Information

If you are not using the predefined reference roles, then you must add aggregate privileges to relevant job and abstract roles to use this feature. This table identifies the required aggregate privileges and suggests target job and abstract roles. You can add the aggregate privileges to different roles if you prefer.

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

Aggregate Privilege	Job or Abstract Role
View Compensation Change Statement ORA_CMP_CMP_CHG_STATEMENT	Employee

Updated Workforce Compensation User Interface

We simplified the navigation for managers within the Workforce Compensation cycle. You can use the new landing page to direct managers from task to task and provide additional analytic details. You can now configure additional summary analytics to provide at-a-glance information for managers. Administrators can provide additional information and enable more manager actions in the worksheet. Previously, managers had to move between separate pages to see all the tasks and the analytics were unavailable.

New Landing Page Shows All Tasks and Summary Analytics

Steps to Enable

There are no steps necessary to enable the feature.

Enhanced User Worksheet Personalizations

Managers can now configure their worksheet views and retain the configuration. Features they can configure include:

• Column order
• Hide
• Show
• Visible rows
• Frozen columns
• Team filter
• Row height
• Worksheet information
• Worksheet summary
• Table filters

Previously, managers lost their worksheet personalizations when they closed the worksheet.

Managers Can Save Their Worksheet Personalizations

Steps to Enable

There are no steps necessary to enable the feature.

Review Triggered Alerts in Administer Workers

You can now update information within the Administer Workers task to trigger or resolve alerts. You can hide alerts for individual workers from managers, as appropriate. Previously, administrators had to leave the Compensation work area and review alerts within the worksheet.

See Worker Alerts Within the Administer Workers Task

Steps to Enable

There are no steps necessary to enable the feature.

Key Resources

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

• Predefined Alerts: Explained
• Creating Custom Alerts: Worked Example
• Custom Alerts: Examples

Filter Worksheet Download Administrator Report

You can now reduce the size for the exported data and enhance download performance for the Worksheet Download administrator report. Use the following search criteria to narrow the data:

• Name
• Country
• Legal Employer
• Business Unit
• Department
• Manager Hierarchy

Previously, the report did a full download of all the data, which affected the download performance on occasion.

Reduce the Size of the Worksheet Export to Improve Download Performance

Steps to Enable

There are no steps necessary to enable the feature.

Protected Cells in Downloaded Worksheet

You can now prevent managers from changing data in locked or read-only cells of downloaded worksheet. Previously, managers could modify the data.

Steps to Enable

There are no steps necessary to enable the feature.

Increased Flexibility for Configuring Total Compensation Statements

We’ve added exceptional new features that enable you to create total compensation statements that are even more personalized to each worker. Previously you were limited to using delivered table style statement formats without conditional information.

Worker Information in Rich Text

You can now include the following in the Welcome, Summary, or Descriptive Text sections of the Total Compensation Statement.

• Compensation Item values
• Worker names
• Employment information, such as the worker’s job name, pay, or department
• Miscellaneous information

Conditionally Displayed Text

You can now display or hide parts of the Welcome and Descriptive Text sections based upon criteria that you define.  This facilitates using the same statement definition for different groups of workers.

Category Pages without Tables

Use the compensation category’s Descriptive Text rich text editor to format your page, including worker information fields. You can now display a category without a table and you can include compensation item values within the Descriptive Text.     

Embed Conditional Statements within the Summary Section of the Statement

View Embedded Information within the Statement

Printable Statement Template

We’ve improved the printable statement RTF template. You must use the new template to generate new printable statements or to regenerate any existing printable statements.

Steps to Enable

There are no steps necessary to enable the feature.

Tips And Considerations

If you used BI’s Customize option, the new RTF template doesn’t overwrite existing templates when you upgrade. When you’re ready to regenerate existing or create new statements, rename your customized template to preserve it and to enable the new template to appear in the BI catalog. Apply your customizations to the new template. If you have not customized the template then no action is required.

Key Resources

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

• Statement Options: Points to Consider
• Creating a Statement: Worked Example

Payroll

Global Payroll

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

Enhancements for Third-Party Payments

You can now use the new process Generate Check Payments for Employees and Third-Parties to process employee checks separately from third-party checks.

Submit a Process or Report: Select Flow Pattern with Search Results Shown Here

Submit a Process or Report: Enter Parameters for Generate Check Payments for Employees and Third-Parties Process Shown Here

Enter the required parameter values and any overrides to determine which records you want to process in this the flow:

• Payroll Flow: Enter unique name for this process.

• Payroll: Choose name of Payroll from list of values as created from values entered in Payroll Definitions.
• Payee Type: Choose Employee or Third-Party from list of values to indicate which payments will be in the check payment process run.
• Process Start Date: Choose or enter start date for payroll period.
• Process End Date: Choose end date for payroll period.
• Consolidation Group: Choose from list of values to indicate payroll group the payment process will run. This parameter is optional.
• Organization Payment Method: Choose from the list of values to indicate the organization payment method you want to use for this process.
• Payment Source: Choose from list of values to indicate payee bank information.  This parameter is optional; however if you have defined payment information associated to the payment source, such as a payment file limit or report category, you must choose from the list of values the payment source you want to use for this process.
• Overriding Payment Date: Choose or enter overriding payment date. This parameter is optional.
• Start Check Number: Enter first check number for payroll.
• End Check Number: Enter last check number for payroll. This parameter is optional.
• Process Configuration Group: Choose from list of values to indicate set of payroll process rules the process will run, such as passwords or number of threads. This parameter is optional.

Exclude Third-Party from Rollup Process

You may exclude third-party payments from the rollup process by selecting the ‘Exclude from Third-Party Rollup Process’ when setting up the Third-Party Payment Method in the Payment Method page.  By running the roll up process prior to the new Generate Check Payments for Employees and Third-parties process, each payment to the third-party marked for exclusion will not be included in the rollup and will be paid separately.

Different Employee and Third-Party Payment Dates

You may make payments to employees on a different date from payments to third-parties by creating time definitions.  For example, to make check payments to third-parties 5 days after check payments to employees, create a time definition to add 5 days to the pay date for third-parties, run prepayments to stamp the employee payments with an effective date and the third-parties with an effective date 5 days later.  You will then need to run the payments process twice; once for the employees and once for the third parties with the overriding payment date.  

Multiple Payment Sources with Different Templates

You may create a report category for each separate bank and check template by defining report categories for each unique bank and check template combination. The Report Category for Third-Party Payee and Report Category for Worker are associated to the payment source in the Organization Payment Methods page.

Steps to Enable

There are no steps necessary to enable the feature.

Key Resources

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

• Distribute Payroll Payments: Overview
• Payment Distribution Reports: Overview

Support for Payment Corrective Actions

We have simplified the Manage Payroll Payment Results page so you can track details of an employee’s payroll payments and their corresponding statuses, as well as easily take corrective actions, such as void payment, make external payment, or rollback.

 

Manage Payroll Payment Results Action Options for a Payment in Paid Status Shown Here

Steps to Enable

There are no steps necessary to enable the feature.

Tips And Considerations

Action menu items change based on payment status.  For example, a payment with a Void status will allow you to Make External Payment, Cancel Payment and Prevent Reissue or Roll Back Payment.

Key Resources

For more information see Application Help for the following topics:

• Creating Personal Payment Methods
• Maintain Personal Payroll Information: Overview
• Maintain Personal Payroll Information: FAQs

Payroll Person Search

You can use the new payroll person search page to perform a person search using a single field search and the Effective As-of Date. The payroll period defaults from the date you enter for person search. The page offers two views: table view or list view. Depending on your preference you can toggle between the two views. 

You can use the orange button at the end of each row on the payroll Person Search Results page to perform a number of additional tasks.

Search Person Page

Steps to Enable

There are no steps necessary to enable this feature.

Enhancements for Quickpay

You can use the Person Search Results page to select a person and process a QuickPay for the person.  The Calculate QuickPay page allows you to process prepayments, auto transition to Statement of Earnings (SOE), and rollback multiple processes with a single click. With a single submit you can run post processing such as archive, SOE, check writer and so on.

Calculate QuickPay Page

Steps to Enable

There are no steps necessary to enable this feature.

Statement of Earnings

Once the QuickPay has completed successfully with no errors, you can view the new statement of earnings (SOE) summary. The detail displayed in the SOE summary is sufficient for you to generate the check and payslip. The SOE displays the Earnings, Employee Taxes, Voluntary Deductions and Net Pay totals. Click on each number to see the breakdown and what components contribute to the total. You can use the Show More button to view more details of each balance group and which elements input values fed into the results of each group. If the prepayments process has been run the payments that will be made are listed in the payments section.

Statement of Earnings Page

Steps to Enable

There are no steps necessary to enable this feature.

View Person Process Results

You can use the View Person Process Results page to view payroll processes in order of processing, for each person. The summary section contains summary level information on the data that has been processed or is being processed for the selected process. Each process on the page will show headline information as to what was processed. For instance, if it is a costing process, the total debits and credits produced by the process will be shown.

You can use the Actions menu at the end of each row to perform the following:

• Roll Back
• Mark for Retry
• View Results
• View Attachments
• View Messages

View Person Process Results page

Steps to Enable

There are no steps necessary to enable this feature.

Calculation Entries Page

You can now use the standalone Calculation Entries page to view all earnings and deduction information for an employee. The summary page displays information from the calculation cards and the element entries. The summary page has the following regions:

• Standard Entries: This region displays the element entries. You can view details of element entries. Click on the arrow to the left of a row to open the row and view additional details of entry values and costing. You can also create an override entry for an element on the page. You can use the ‘Add Element’ button to create multiple elements at a time.

Standard Entries Region

• Absence Entries: This region shows the show the total number of units (e.g. hours) for an absence, broken down by absence type and employment record. Drill down on the absence date to view all entries for the absence.
• Time Entries: This region displays the time card entries. Expand a time card row to view the property and costing details for the time record.
• Involuntary Deductions Summary: The Involuntary Deductions region of the page includes a summary region that displays the calculation components and calculation component details. Click on a calculation component to view additional information pertaining to calculation component details, enterable values and associations.
• Statutory Deductions Summary: The Statutory Deductions region of the page includes a summary region that displays the calculation components and calculation component details. Click on a calculation component to view additional information pertaining to calculation component details, enterable values and associations.

Steps to Enable

There are no specific steps to enable this feature.

Flow Search Results

You can now use the Flow Search Results page to view the results of a flow. Information contained within this region includes, errors messages, number of records processed, processing time, records still to be processed and so on. 

Flow Search Results Page

You can drill down to the details of each processed person and view the task details and parameters used for submission.

Task and Parameter Details

Steps to Enable

There are no specific steps to enable this feature.

Enhancements for Flow Submission Status

You can now set the submission status of a flow pattern to allow for the flow to be hidden so that it cannot be submitted. Or you can specify that it can only be submitted using a web service. The default behavior is for the flow to be submitted through the application and also using a web service.

Steps to Enable

There are no specific steps to enable this feature.

Partial Period Accruals by Percentage

You can use the new Accrual Percentage Override parameter in the Calculate Partial Period Accruals process to estimate the payroll costs. By entering a numeric value in the new optional parameter, cost estimate is calculated using the specified percentage. This is a cost estimate of the payroll expenses to be incurred during the pay period that will complete the accounting period.

Steps to Enable

There are no steps necessary to enable the feature.

Enhancements in Element Eligibility Criteria

You can now create element eligibility for assignment and terms level elements using Bargaining Unit, Collective Agreement, and Union Member flags. These attributes are associated to a person in manage employment screen. As part of this change, the attributes in element eligibility have been rearranged to make a logical grouping of the information.

Eligibility Criteria

Steps to Enable

No steps are required to enable this feature.

Payroll for Kuwait

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

Report 103 Enhancement

You can comply with legislative requirements using the amended format of Report 103. This format meets Public Institution for Social Security requirements and includes the social insurance gratuity contributions component.

Report 103 for Kuwait

Steps to Enable

There are no steps necessary to enable the feature.

Cheque Template for Third Party Payments

You can use the new, simplified version of the cheque template to manage payments to third-party organizations.

    

Kuwait Cheque Template for Third Party Payments

Steps to Enable

There are no steps necessary to enable the feature.

Data Validation Report Updates

You can verify that the required information is available before running the Electronic Funds Transfer (EFT) process.  Validation is needed to show that the required data has been entered before the EFT process is submitted. The worker data and payroll data validation reports show if the following attributes are missing or non-compliant for either the employer or a particular employee:

• National identifier, if it is either a Civil Identifier or MOSAL ID
• OPM employer code
• PPM IBAN and bank code

Kuwait Data Validation Report  

Steps to Enable

There are no steps necessary to enable the feature.

Payroll for Saudi Arabia

Payroll 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.

Additional Element Template Functionality for Allowances

You can use additional functionality for grade allowance and hourly basic salary for allowances calculation. These enhancements enable you to create your own grade rates or value by criteria and use them to calculate allowances by adding the rate details to these delivered calculation rate definitions:

• Grade Allowance Grade Rate
• Hourly Basic Salary Grade Rate

This is the first step in introducing grade rates or value by criteria to allowance element templates.

Manage Calculation Value Definitions page

Steps to Enable

You can set up this solution in the Payroll Calculation work area:

• Manage Payroll Process Configuration functional area, Manage Values Defined by Criteria task
• Earnings and Deductions functional area, Manage Calculation Value Definitions task

Payroll Cycle Flow Enhancement

You can run payroll tasks in a predefined sequence for each payroll period using the Payroll Cycle global seeded payroll flow. This enhancement enables you to run payroll processes in the correct order. The payroll archive now runs prior to the payment tasks.

Payroll Cycle Flow Update

Steps to Enable

There are no steps necessary to enable the feature.

Payroll for the United Arab Emirates

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

Wage Protection System: Request for Refund

You can generate a report that details the monies applicable for a refund request for individual employees and submit it to the Wage Protection Agent. You can improve reporting by recording the reasons for the refund request. As an employer, you can request a refund of any or all of the fixed or variable income reported on the Salary Information File (SIF). 

 UAE Request for Refund Page

 UAE Request for Refund Page (Continued)

Steps to Enable

Use the Functional Setup Manager to configure this solution: Workforce Deployment offering, Define Common Applications Configuration for Human Capital Management functional area, Manage Legal Entity HCM Information tasks.

Additional Element Template Functionality for Allowances

You can use additional functionality for grade allowance and hourly basic salary for allowances calculation. These enhancements enable you to create your own grade rates or value by criteria and use them to calculate allowances by adding the rate details to these delivered calculation rate definitions:

• Grade Allowance Grade Rate
• Hourly Basic Salary Grade Rate

This is the first step in introducing grade rates or value by criteria to allowance element templates.

Manage Calculation Value Definitions Page

Steps to Enable

You can set up this solution in the Payroll Calculation work area:

• Manage Payroll Process Configuration functional area, Manage Values Defined by Criteria task
• Earnings and Deductions functional area, Manage Calculation Value Definitions task

Payroll Cycle Flow Enhancement

You can run payroll tasks in a predefined sequence for each payroll period using the Payroll Cycle global seeded payroll flow. This enhancement enables you to run payroll processes in the correct order. The payroll archive now runs prior to the payment tasks.

        

Payroll Cycle Flow Update

Steps to Enable

There are no steps necessary to enable the feature.

Payroll for the United States

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

Electronic Income Withholding Orders Inbound Process

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

Run e-IWO Process

This process:

• Validates the support orders
• Transfers the valid orders to the employees’ Involuntary Deductions cards and card components
• Generates a report

This report consists of three Microsoft Excel worksheets:

• e-IWO Summary: Provides an overall summary of the processed inbound order file.
• Audit Report: Lists all valid and transferred orders.
• Exception Report: Lists all failed orders.

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

Steps to Enable

No steps are required to enable this feature.

Key Resources

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

• Oracle Fusion HRMS (US): Electronic Income Withholding Orders Processing Guide (Document ID 2238172.1)

Global Payroll Interface

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

Additional Country Extensions in Global Payroll Interface Extract Definition

We have enhanced the Global Payroll Interface extract definition to support the following additional country extensions:

• France
• Germany
• Ireland
• Switzerland

When you copy this predefined extract definition for a legislative data group in one of these countries, your copy includes country-specific fields as well as the refined global attributes. For example, the extract includes country-specific fields from calculation cards.

Steps to Enable

There are no steps necessary to enable this feature.

Country Support for Payroll Interface

France

Global Payroll Interface for France

You can use the XML output to send data to third-party payroll providers with the enhanced global payroll interface. The extract definition includes both global fields and localized fields including:

• Person data
• Contract information
• Disability information
• Termination data
• Social insurance
• Hardship factors
• Pension and welfare

Steps to Enable

There are no steps necessary to enable this feature.

Transactional Business Intelligence

Workforce Rewards Transactional Business Intelligence

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

Enhancements for Benefits

Enhanced Subject Area: Benefits – Enrollments Real Time

Use the new dimensions added to report on dependants, beneficiaries, and primary care physician details in your reporting on worker enrollments to benefits.

Steps to Enable

There are no steps necessary to enable the feature.

New Report – Benefit Element Report

This new report lets you quickly review a Pay period and the assigned payroll, and review all elements that get created as part of an enrollment or prior enrollment by participant’s enrollments into Benefits.

Path: Shared Folders>Human Capital Management>Benefits>Transactional Analysis Samples

Steps to Enable

There are no steps necessary to enable the feature.

Enhancements for Compensation

New Attributes and Performance Enhancements for Compensation OTBI

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

• Person Worksheet Details folder: Manager Status
• Workforce Budget folder: Overall Available Budget
• Amounts in User Preferred Currency subfolder: Overall Available Budget
• Plan Cycle folder, Due Dates by Hierarchy Level subfolder:
  • 1 Level Down Default Due Date
  • 2 Level Down Default Due Date
  • 3 Level Down Default Due Date
  • 4 Level Down Default Due Date
  • 5 Level Down Default Due Date
  • 6 Level Down Default Due Date
  • 7 Level Down Default Due Date
  • Managers Cannot Update Due Dates
  • Top Managers Default Due Date

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

• MGR_PERSON_ID
• MGR_ASSIGNMENT_ID
• EMP_PERSON_ID
• EMP_ASSIGNMENT_ID
• HRCHY_PLAN_ID
• HRCHY_PERIOD_ID

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

Steps to Enable

There are no steps necessary to enable the feature.

Key Resources

For more information see the following topics in Applications Help:

• OTBI Reports: Explained

Enhanced Subject Area: Compensation - Workforce Compensation Real Time

Improve your reporting on Compensation plans with the inclusion of the following attributes:

• "Person Worksheet Details Manager Status" reports the manager status during the compensation cycle (managers who have not started, managers who started, work in progress, in approval, fully approved, and so on.)
• Use the new subfolder named "Due Dates by Hierarchy Level" under the Plan Cycle folder to report on the due dates by compensation manager hierarchy.

Steps to Enable

There are no steps necessary to enable the feature.

Enhanced Subject Area: Compensation - Workforce Compensation Budgets Real Time

Augment your budget reporting with the new metrics ‘Overall Available Budget’ used with the ‘Workforce Budget’ folder and ‘Overall Available Budget (User Preferred Currency)’ used with the ‘Amounts in User Preferred Currency’ subfolder.

Steps to Enable

There are no steps necessary to enable the feature.

Enhancements for Payroll

New Subject Area: Payroll - Rate Calculation Results Real Time

Use this subject area to report on the payroll rates information of workers. The rates can be based on calculated payroll balances such as a worker’s average salary or it can be calculated based on stored values such as element entries.

Steps to Enable

There are no steps necessary to enable the feature.

Role Information

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

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

Transaction Analysis Duty Role	Job or Abstract Role
Payroll Transaction Analysis Duty	Payroll Manager

New Subject Area: Payroll - Element Entries History Real Time

This subject area allows you to report on all the element entries and their values based on user provided time periods such as start and end dates. The element entries that are end dated before the report run date are also rendered through this subject area.

Steps to Enable

There are no steps necessary to enable the feature.

Role Information

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

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

Transaction Analysis Duty Role	Job or Abstract Role
Payroll Transaction Analysis Duty	Payroll Manager

Enhanced Dimensions – Costing Segments

Improve your reporting on payroll subject areas with the enhanced ‘Costing Segments’ dimension. Individual costing segments and descriptions of 30 numbers are added. This is in addition to the ‘Concatenated Segment’ dimension that already exists.

Steps to Enable

There are no steps necessary to enable the feature.

Enhanced Dimensions – Payroll-Related Dimensions

Capture payroll information in your reporting on payroll subject areas and in other subject areas with the new set of attributes added across multiple dimensions in payroll related dimensions. The list of enhanced dimensions includes:

Dimension Name
Payroll
Payroll Statutory Unit
Element
Input Value
Element Entry
Element Entry Value
Payroll Period
Personal Payment Amount Values
Source Bank
Target Bank

Steps to Enable

There are no steps necessary to enable the feature.

SAMPLE REPORTS:Oracle knows that every client has different reporting needs; as such we provide sample reports for customer to use as a starting point for their reports. For access to the library of sample reports and analytics that can be used and/or modified for use please access Oracle Cloud Customer Connect and the Report Sharing Center

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