Cloud Readiness / Oracle Workforce Rewards Cloud
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  1. MARCH MAINTENANCE PACK FOR 20A
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Payroll
    1. Global Payroll
        1. Rate Definition Support for Grades
  1. FEBRUARY MAINTENANCE PACK FOR 20A
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Benefits
    1. Benefits
        1. Enhanced Export and Import of Plan Configuration
  5. Payroll
    1. Payroll for Canada
        1. International Transfer Payment Method
    2. Payroll for the United Kingdom
        1. Employer Class 1A NICs for Termination Payments
        2. Off-Payroll Worker
        3. P11D End of Year Expenses and Benefits Statements
        4. P60 End of Year Certificate for Tax Year 2019-2020
        5. Payrolling of Benefits for Tax Year 2020-2021
        6. Real-Time Information: Full Payment Submission for Tax Year 2020-2021
        7. Real Time Information - Employer Payment Summary for Tax Year 2020-2021
        8. Real Time Information - Full Payment Submission Supports Earlier Year Updates
        9. Reporting Enhancements: Tax Year to Date Reconciliation Report
        10. P46 (Car)
  1. JANUARY MAINTENANCE PACK FOR 20A
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Payroll
    1. Payroll for Canada
        1. Employment Equity Reporting Eligibility
        2. Vacation Liability Over Multiple Terms
  1. Update 20A
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Benefits
    1. Benefits
        1. Close Enrollment Process Designation Validation
        2. Person Benefits Eligibility Diagnostic Report
      1. Benefits for the United States
        1. ACA Safe Harbor Override
        2. ACA Offer-of-Coverage Override
      2. Benefits Redesigned User Experience
        1. Benefits Service Center Redesign Completed
  5. Compensation and Total Compensation Statement
    1. Compensation
        1. Preview Salary, Individual Compensation Approval Information in the Worklist
        2. Visibility of Comments and Attachment Section in Change Salary Flow
        3. View Individual Compensation Plan Details from Compensation Spotlight
        4. Dynamic Subject Includes the Action Used to Submit Individual Compensation
        5. Configure Global Compensation Settings Added to Base Pay Task List
        6. Validate Progression Grade Ladder During Setup
        7. Stock Grants
        8. View Consolidated Posting Data
        9. Access Audit Trail Data in View Administration Reports
        10. Validate Plan Setup Moved to a Drill-Down Page
        11. View Budget Changes in the Audit Log When Workers Are Reassigned
        12. Total Compensation Statements Preview Welcome Message
        13. Preview Worksheet Approval Information in the Worklist
      1. Salary Range Differentials and Compensation Zones
        1. Compensation Zone Introduction
        2. Salary Range Differentials by Compensation Zone Introduction
        3. Person Address to Use in Salary Range Differential Calculations
        4. Lower Limits and Salary Range Calculations Introduction
        5. Process that Generates Compensation Zone and Address Mapping Introduction
      2. Compensation Replaced or Removed Features
        1. Removal of Benefits Group Start Process Parameter
  6. Payroll
    1. Global Payroll
        1. End of Year (EOY) Archiver Performance Improvements
        2. Involuntary Deduction Comments Field Extended
        3. Personal Payment Methods Copied from Pending Worker to Employee
        4. New Payment Summary Section in Third-Party Payment Register
        5. Flexibility in Element Attributes Update
        6. New Report for Payroll Messages
    2. Payroll for Canada
        1. Lump Sum Rate Override
        2. Pension Deduction Limit and Employer Match
        3. End-Dating of Cards When Employee Is Terminated
      1. Canada Payroll Redesigned User Experience
        1. Enhanced Professional Tax Card
    3. Payroll for China
        1. Enhanced Absences Element Template with China Standard Rate Conversion Formula
        2. User-Defined Table for Default Value Management
        3. HSDL Templates for Creating Personal Deduction Cards in Bulk
        4. Continuous Tax Calculation Updates
    4. Payroll for Kuwait
        1. Check TRU in Payroll Validation Report
        2. HSDL Template for Kuwait Social Insurance Calculation Card Creation
    5. Payroll for Qatar
        1. Check TRU in Payroll Validation Report
    6. Payroll for Saudi Arabia
        1. SA - Employer GOSI Subsidy Calculation - Classifications
    7. Payroll for the United Arab Emirates
        1. Sharjah Social Security Fund
        2. HSDL Template for UAE Social Insurance Calculation Card Creation
    8. Payroll for the United Kingdom
        1. Teachers' Pensions - Additional Pension Contributions
        2. LGPS Main Pension Scheme
        3. Teachers' Pension - Main Pension Scheme
        4. End of Year P60 for Leavers
        5. Average Weekly Earnings Display
    9. Payroll for the United States
        1. Involuntary Deduction Contact Information Comments Enhancement
        2. Contribution Limit Recognition Across 401 (k) and 403 (b) Plans
        3. New Run Results for Involuntary Deductions
        4. W-2C Register Report Enhancement for Puerto Rico and Guam
        5. W-2C Employee Report for Puerto Rico and Guam Support
  7. HR Optimizations
    1. Workforce Rewards Transactional Business Intelligence
      1. Compensation
        1. Notes in Workforce Compensation
  8. IMPORTANT Actions and Considerations

March Maintenance Pack for 20A

Revision History

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

Date Feature Notes
28 FEB 2020   Created initial document.

Overview

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

  • Release Updates (20A, 20B, 20C, and 20D)
  • Optional Monthly Maintenance Packs to each update

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

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

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

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

Suggested Reading for all HCM Products:

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

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

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

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

Additional Optional Reading:

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

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

GIVE US FEEDBACK

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

Feature Summary

Column Definitions:

Features Delivered Enabled

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

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

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

Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Features Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Action is Needed BEFORE Use by End Users
(Features Delivered Disabled)

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

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Payroll

Global Payroll

Rate Definition Support for Grades

Payroll

Global Payroll

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

Rate Definition Support for Grades

You can calculate rates based on employee’s grade details. For example, you can calculate the annual salary rate based on the grade ladder, grade, and grade step information defined for an employee. When you define a rate definition, you can select a grade rate as a basis for the rate calculation and specify the employment level.

The default employment level is Payroll Assignment. The application retrieves the grade ladder details based on assigned grade that is held on an employee’s assignment record.

In your rate definition, you add a rate contributor of type Grade Ladder.

Calculate Rates Based On Grades

Follow these steps to calculate rates based on grades.

  1. Set up grades, grade ladder, and rates for the given job to record the level of compensation for the employees.

  2. Create a rate definition based on grade details. Add a rate contributor of type Grade Ladder.

  3. Hire the employee and provide the required grade and step details.

  4. Run the Generate HCM Rates process to calculate the rates based on the information held in the grade tables. Alternatively, view the calculated rate on the salary page.

This flowchart describes the overall steps to calculate rates based on grade details.

Steps to Enable

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

Key Resources

For more information on how to calculate rates based on grade details, refer to Chapter 10 in the Implementing Payroll for Global guide.

February Maintenance Pack for 20A

Revision History

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

Date Feature Notes
27 MAR 2020

Payroll for the UK: Enhancement to HMRC Automated File Upload

Updated document. Removed feature from February Maintenance Pack for 20A.

31 JAN 2020   Created initial document.

Overview

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

  • Release Updates (20A, 20B, 20C, and 20D)
  • Optional Monthly Maintenance Packs to each update

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

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

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

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

Suggested Reading for all HCM Products:

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

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

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

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

Additional Optional Reading:

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

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

GIVE US FEEDBACK

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

Feature Summary

Column Definitions:

Features Delivered Enabled

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

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

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

Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Features Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Action is Needed BEFORE Use by End Users
(Features Delivered Disabled)

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

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Benefits

Benefits

Enhanced Export and Import of Plan Configuration

Payroll

Payroll for Canada

International Transfer Payment Method

Payroll for the United Kingdom

Employer Class 1A NICs for Termination Payments

Off-Payroll Worker

P11D End of Year Expenses and Benefits Statements

P60 End of Year Certificate for Tax Year 2019-2020

Payrolling of Benefits for Tax Year 2020-2021

Real-Time Information: Full Payment Submission for Tax Year 2020-2021

Real Time Information - Employer Payment Summary for Tax Year 2020-2021

Real Time Information - Full Payment Submission Supports Earlier Year Updates

Reporting Enhancements: Tax Year to Date Reconciliation Report

P46 (Car)

Benefits

Benefits

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

Enhanced Export and Import of Plan Configuration

Enhanced Export and Import of Plan Configuration

We have enhanced the functionality that lets you export and import programs, plans, and eligibility profiles. The functional and architectural changes introduced in this enhancement offer critical advantages in terms of migrating updated configurations across environments including date effective updates, error handling, and validations.

With this enhancement, you spend less time in setting up benefit configurations in new environments. The user interface remains the same as in earlier releases.

Illustration of the import and export process

The user interface for the import and export functionality in the application remain the same. You continue to access these tasks from both the Plan Configuration work area and the Setup and Maintenance work area.

IMPORTANT: You can switch back and forth with the new and the old version by turning off the lookup as detailed in the Steps to Enable section. However, we recommend that you turn on this new enhancement soon and experience the advantages that it offers over the existing version. The old functionality will be removed soon in a subsequent release.

How Does This Enhancement Compare with What Exists Currently

Here’s how the export and import features in the existing version compare with the enhanced version.

Aspect Existing Version Enhanced Version
Migration of plan configuration updates to the destination environment during import No   Yes
Migrate all historical data in program and plan configuration No Yes
File format of the export file DAT XML
Comparison of each row from source and target after the import No Yes
Improved and friendlier error reporting No Yes
Creation of plan configuration objects during import, where required Yes Yes
Export of all plan design objects in program and plan hierarchy Yes Yes
Ability to pick and choose plan configuration data to export Yes Yes
Ability to add prefix and suffix to named objects during import Yes Yes
Reuse of objects in destination environment during import Yes Yes
Mapping of source plan configuration objects to objects in destination environment during import Yes Yes
Review of object transactions after import? Yes Yes
Prerequisites, such as HR, Payroll, and Absence data needed in place prior to import Yes Yes
Support for MLS objects Yes Yes

Use of existing plan configuration security

Yes Yes

NOTE: As before, the import doesn’t delete any plan configuration objects.

Exported Files and Compatibility with Previous Versions

When you enable the XML_MODE lookup (See Steps to Enable section) and run the export, the exported file is in XML. The XML format provides a more robust way to easily reuse and update benefit configurations in the destination environment.

The XML file looks like this:

Sample of Exported XML File

To import benefit objects using the enhanced version, you can use only zip files that contain an XML export file. The zip files that were exported before enabling the lookup aren’t compatible. For example, here’s a sample of an existing DAT file. This file format isn’t compatible with the newer import process.

Sample of Existing DAT File

How the Import Deals with Updates

The enhanced import functionality works with only the zip files that were exported after enabling the XML_MODE lookup code. See the Steps to Enable section.

If you updated a benefit object in the source environment after the import, you just need to run the export and import again to see the updates in the destination environment.

For example, you exported a plan that has date-effective updates. One of those updates is effective Jan 1, 2018 to Dec 31, 2018, and the other, from Jan 1, 2019 to Dec 31, 2019. After the export, suppose you changed the effective dates. When you run the export and import again, you can see all the date effective changes in the destination environment. However, for updates to regulatory bodies, a new object will be created during an import.

When you import a benefit object that doesn’t exist in the destination environment, the application creates the object. If the object that you’re importing is a plan or program, the process sets the status of the imported object to Pending. If an object already exists in the destination environment, the application will reuse and make necessary updates to the object based on information in the zip file.

Steps to Export and Import

NOTE: There are no changes to the overall steps to export and import. The user interface remains the same. Also, the prerequisite tasks that you need to complete before exporting benefit objects also remain the same, as in earlier releases.

See the product documentation for details. Here are the steps for a quick reference.

To export:

  1. Click Navigator > Benefits Administration > Plan Configuration.
  2. In the Actions panel, click Export Benefits Plan Configuration.
  3. Click Create.
  4. Enter the required fields, and click Submit.
  5. Back in the Search Results section, wait for the task to complete. Click Refresh to see the latest status.
  6. When the task is complete, click the Download link. You can download a zip file and a log file. You need the zip file to import the configuration into your destination environment. The log file contains the results of each benefit object that was exported.

CAUTION: Don't make any edits to the zip file. The import task doesn’t process edited zip files.

To import:

  1.  In the Plan Configuration work area, click Import Benefits Plan Configuration.
  2. Click Create.
  3. In the Import Type list, select the type of benefit object to import.
  4. Click Browse to upload the ZIP file that you downloaded during the export step.
  5. Click Submit.
  6. In the Task List section, wait for the process to complete. Click Refresh to see the latest status.
  7. When the process is complete, click the Go to Task link in the Import Plan Configuration Data task row. Depending on the benefit object that you’re importing, you can see the related mapping section on the Import Benefits Plan Configuration page. Review the mappings and make changes if any.
  8. Click Submit when you’re done. In the Task List section, wait for the task to complete. You can click Refresh to see the latest status.
  9. When the task is complete, click Back.
  10. In the Search Results section, click the Download link for the import that you created to download the log file. The log file contains the results of each benefit object that was imported. See the How You Can Use the Log File to Review Imported Objects section for more information.
  11. Check the configuration page of the benefits object. For example, open the Manage Rate and Coverage User Values page to see if the data appears as expected.

How You Can Use the Log File to Review Imported Objects

The import process generates a log file that provides a list of benefit objects that were imported. The log file also tells you any differences between the source and destination objects. For example, if both the source and destination objects have the same configuration, the log file says so.

If there are source objects missing in the destination, the log file will list those objects in the Source objects missing in destination section. This typically happens when you use prefixes and suffixes to distinguish the imported objects. The application creates these objects.

Sample Log File 1

If additional objects were found in the destination, but don’t exist in the source, the Additional objects in Destination section contains a list of such objects. This happens if you made any updates to these objects in the destination after an import, and you subsequently import another file.

Sample Log File 2

What's Included in the Export

As before, depending on the benefit object that you’re exporting, here are the details of each related benefit object that the application includes in the export.

Benefit Object Related Objects
Program Associated plan types, plans, options, year periods, legal entities, reporting groups, organizations, eligibility profiles, life events, action items, formulas, rate, coverage, coverage across plan type, enrollment authorization, and dependent and beneficiary designation
Plan not in program Associated plan types, options, year periods, legal entities, reporting groups, regulations, organizations, eligibility profiles, life events, action items, formulas, rate, coverage, enrollment authorization, and dependent and beneficiary designation
Eligibility Profile Associated derived factors, service areas, and formulas

Eligibility Profile Criteria That’s Excluded in the Import 

Here’s a list of eligibility profile criteria that you can’t import. There have been no changes to this list from the earlier releases. This list is here only to serve as a reference.

Eligibility Profile Category Criteria that the Import Doesn’t Support
Personal Leave of absence, qualification, and competency
Employment Performance rating info
Other

Here’s the criteria that isn’t supported:

  • Health coverage selected
  • Participation in another plan
  • Covered in another plan
Related Coverage

All criteria

Status of Programs and Plans After Import

In this release, when the import creates a new plan or program in the destination environment, they are in the Pending status. When the import updates an existing plan, the status is updated on the basis of the export file. 

Other Import Considerations

Here’s a list of aspects related to how the import works with programs and plans. There have been no changes to this list from the earlier releases. The list is here only to serve as a reference.

Aspect How the Import Works
User Values and Reporting Groups The import doesn’t add prefixes and suffixes to user values. If the name of the user value is the same in both the export zip file and the destination environment, it will be reused in the destination environment. If the user value name is changed at source, and you export the configuration subsequently, the import creates an object in the destination environment.Likewise, if you change the name of a reporting group at source, the import creates a new object in the destination environment.
Standard Rates and Payroll Elements Proration details aren’t included in the import. All payroll elements and input values that are exported from the source should exist in the destination.
Flex Shell Plans The import doesn’t add prefixes and suffixes to the flex shell plan and the plan type associated with it.

Steps to Enable

You need to create and enable a lookup type to use the enhanced functionality. The lookup isn’t available out of the box.

  1. In the Setup and Maintenance work area, go to the Manage Common Lookups task.
  2. On the Manage Common Lookups page, create the lookup type with these details:
    Lookup Type BEN_PL_COPY_MODE
    Meaning Plan Copy Mode
    Description    Plan Copy Mode
    Module Benefits
    REST Access Secured Secure
  3. Click Save.
  4. Create the following lookup code for the lookup type you created.
    Lookup Code XML_MODE
    Enabled Yes
    Meaning To activate the enhanced import and export functionality

Tips And Considerations

Troubleshooting Duplicate Sequencing Errors During an Import

When you import a benefit object, differences in the way you map the source and destination objects during the import might result in errors. For example, if you're importing an eligibility profile with the Employee eligibility criteria, you need to map the destination criteria to Employee in the mapping section, and not any other value. This is similar to the error you see when you create two different eligibility criteria with the same sequence number on the Create Eligibility Profile page.

Troubleshooting Absence Plan Errors During an IKmport

Before you import a benefit object configuration that contain vacation sale absence plans or sick-time sale plans, you need to make sure that these plans exist in the destination environment. Also, you can't specify prefixes or suffixes to these plans during the import.

Troubleshooting Payroll Element Errors During an Import

If the benefit object configuration you're importing contains standard rates that link to elements and input values, you need to make sure that these exist in the destination environment.

Troubleshooting Effective Date Errors During an Import

You need to make sure that the effective dates for the child benefit objects fall within the effective dates of the parent object. This applies to objects in both the source and destination environments. For example, suppose you import this configuration:

Benefit Object Effective Start Date Effective End Date
Program A January 1, 2020 December 31, 2025
Plan A January 1, 2020 December 31, 2025
Plan B January 1, 2020 December 31, 2025

Subsequently, in the source environment, if you change the effective end date of Plan A to April 2026, the import won't succeed because the program in the destination environment ends earlier, on December 31, 2025. To resolve this, you need to change the effective date of the plan in the destination environment to the same date as of the source environment.

Payroll

Payroll for Canada

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

International Transfer Payment Method

The International Transfer payment type is now enabled for Canada, enabling you to create an organization payment method for an international transfer and configure personal payment methods for bank accounts outside of Canada.

When you run the Generate Direct Deposit Payment process for an international transfer organization payment method, an XML file is automatically generated that contains the account and payment details of the international transfer. Customers can use the XML to create a custom interface to pay Canadian employees in another country's currency to a bank outside of Canada. The XML file is accessible on the BI server. The Generate Direct Deposit Payment process does not create any other output for this type of payment method.

Steps to Enable

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

Tips And Considerations

The following contain international transfer payment details:

  • Payment archive
  • SOE
  • Prepayments
  • Payslip
  • Payment Register

Key Resources

Refer to the document below on the Canada Information Center for additional information.

Canada Information Center

https://support.oracle.com/rs?type=doc&id=2102586.2

  • Welcome tab > Product Documentation > White Papers > Vacation Liability

Hot Topics Email (To Receive Critical Statutory Legislative Product News)

To receive important Fusion Canada Legislative Product News, you must subscribe to the Hot Topics Email feature available in My Oracle Support. Refer to the document below on the Canada Information Center for additional information.

https://support.oracle.com/rs?type=doc&id=2102586.2

  • CA – Welcome tab > Other Documents > How To Use My Oracle Support Hot Topics Email Subscription Feature

Payroll for the United Kingdom

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

Employer Class 1A NICs for Termination Payments

You can now stay compliant when your employees receive termination award over the £30,000 limit and Class 1A Employer National Insurance is due on these payments.

Effective from April 2020, two new balances are available to enable you to record these earnings:

  • Earnings for Real Time Class 1A NICs - Total Earnings
  • Real Time Class 1A NICs – Employer Taxes

You must setup a balance feed from any earnings element to feed the Earnings for Real Time Class 1A NICs balance.

The results with the calculated values for the earnings are stored in the element element real Time Class 1A NICs. 

The payroll process calculates the value on earnings over £30,000 at the prescribed percentage.

Steps to Enable

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

Off-Payroll Worker

You can now record, administer, pay, and report those employees as off-payroll worker (deemed employee). Effective April 2020, you can use this for employees that are paid through service companies or intermediaries. Here are some benefits of using this feature:

  • Separate totals for Off-Payroll Worker National Insurance
  • NIC totals which you can offset against total NIC values
  • Assists in calculating NIC’able Earnings of actual employees excluding those that are off-payroll worker
  • Helps determine Employment Allowance Eligibility

These are the new balances available that hold the amount of National Insurance contributions for these employees.

  • NI’able by Category for Off-payroll Worker
  • NI Employee Off-payroll Worker
  • NI Employer Off-payroll Worker

Use the new option Off-Payroll Worker Subject to 2020 Rules on the Hire an Employee page:

Select this option if the employee is an off-payroll worker. Off payroll workers aren't eligible for pensions automatic enrolment. The Pensions Automatic Enrolment calculation card won't be automatically created for these employees. The process Pensions Automatic Enrolment will generate an error, if the employee is an off-payroll worker.

Additionally, the Payroll Validation Archive Report is enhanced with these validations:

  • PAE card exists for deemed employee
  • Student Loan or Postgraduate Loan exists for deemed employee
  • Statutory Absence exists for deemed employee

Steps to Enable

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

P11D End of Year Expenses and Benefits Statements

You can complete the Expenses and Benefits statements for your employees using the P11D process. These are the new templates for paper and online format relevant for tax years 2019-2020:

  • P11D Expenses and Benefits
  • All worksheets as prescribed by HMRC

The enhancements reflect the new tax year 2019-2020 on all the forms.

There is a new field introduced on Worksheet 2b ‘Capital Contribution Allowed in the Year’. The process also calculates the Availability Factor and uses the Availability Factor value for the new box P introduced on Worksheet 2b this year. This is for Capital Contribution Allowed in the Year.

The P11D process creates the output including all relevant worksheets for the employees.

Use the process Run P11D Archive and Generate Reports. The process will create the XML file for the submission of employee data and the P11D(b) summary. The archive and the printing processes remain unchanged.

Steps to Enable

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

P60 End of Year Certificate for Tax Year 2019-2020

You can now provide P60 End of Year Certificates to your employees in the required format for the tax year 2019-2020 to comply with the legislative and statutory changes from HMRC.

These are the four revised templates available that support the P60 paper and online versions:

  • HMRC (Single Sheet)
  • eP60 (for SSHR)
  • Paper P60 (Oracle Substitute)
  • Data Graphic Self-Seal P60

You can use the same processes to run P60:

  • Run End of Year P60
  • Run End of Year P60 Selective Print

Steps to Enable

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

Payrolling of Benefits for Tax Year 2020-2021

The processing of employee benefits in payroll will use the new rates, thresholds, and calculations delivered for tax year 2020-2021.

New rates are applied for cars with approved CO2 that are registered before 06 April 2020. And, new rates will be applied for cars with approved CO2 that are registered after 06 April 2020

The cars with approved CO2 below 50 use zero emission mileage. You can provide a value for zero emissions mileage in the field Low Emission Mileage, which enables the calculation for car and car fuel benefit to be completed.

For the tax year 2020-2021, the amended range and percentages for CO2 emissions rates are applied.

The percentage rates for all cars have been amended and separate columns are used to determine the rate depending on registration date of the car.

  • Columns 1 and 2 for cars registered before 6th April 2020
  • Columns 3 and 4 for cars registered after 6th April 2020
  • An additional check is made for Electric Range introduced 
    • Using zero emission mileage entered for electric cars

Steps to Enable

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

Real-Time Information: Full Payment Submission for Tax Year 2020-2021

Use the new process Run Full Payment Submission for Tax Year 2021 Ending 2021 for all submission for the new tax year of 2020-2021.

The process creates the archive to provide the Audit Report and the XML file for submission to HMRC.

You must also use this process to submit the Earlier Year Updates from April, 2020 according to the statutory requirements from HMRC.

The XML file output now includes these:

  • Car Date First Registered
  • Zero Emissions Mileage option
  • Real Time Class 1A NICs on Termination awards
  • Off-Payroll Worker option
  • Statutory Parental Bereavement Pay (SPBP) Year to Date

NOTE: The SPBP YTD value is a balance that requires a balance feed from the user element for SPBP.

Steps to Enable

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

Real Time Information - Employer Payment Summary for Tax Year 2020-2021

You can use the new process Run Employer Payment Summary for Tax Year Ending April 2021 to submit your Employer Payment Summary for the tax year 2020-2021. The process parameters remain unchanged.

You can continue to use the previous year's processes for EPS for the relevant tax years, if required.

Use the task Manage Legal Reporting Unit HCM Information in Setup and Maintenance. These are the new fields available to capture data in the UK Tax Reporting Information page:

A validation is added for the Employment Allowance Indicator. If you select this, you must select at least one of the Industry sector fields. Or, select the State Aid rules do apply option. If you haven't set the Employement Allowance Indicator, you can't select the industry sectors or the State Aid rules do not apply option.

  • *(Industry sector and State Aid rules are mutually exclusive)
  • If Employment Allowance Indicator is not set, you can’t set any of the Industry sector or State Aid rules do not apply flags.

These are the new balances provided to support Statutory Parental Bereavement Pay (SPBP):

  • Statutory Parental Bereavement Pay
  • SPBP Recovery
  • SPBP NIC Compensation

Employer Payment Summary Output

The SPBP values are available on the output on:

  • EPS Original Summary of Payments
  • EPS Output Summary of Payments
  • Audit Report
  • XML File for submission to HMRC

Steps to Enable

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

Real Time Information - Full Payment Submission Supports Earlier Year Updates

The Full Payment Submission process is enhanced to support Earlier Year Updates. You can report any earlier year changes to employee data using the process Run Full Payment Submission for Tax Year Ending 2021. This is because the HMRC will no longer support Earlier Year Updates process after April 2020.

For any adjustments from previous years, you can use the new parameter Previous Year Adjustments in the flow. When you set this to Yes, it includes the earlier year updates. The parameter Prepayment is optional and not a required parameter any longer. 

The XML file is updated to include the earlier year updates data.

You can still use Earlier Year Updates processes for tax years prior to 2019-2020.

Steps to Enable

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

Reporting Enhancements: Tax Year to Date Reconciliation Report

Use the Year to Date Reconciliation Report for reporting the Statutory Parental Bereavement Pay and Employer's Class 1A National Insurance introduced for the tax year 2020-2021, along with details of Earlier Year Updates using the Full Payment Submission process.

The report now includes these additional fields for new employees and statutory payments:

  • Person Number
  • NI Number
  • Deduction Group
  • Deduction Type
  • Statutory Parental Bereavement Pay Values for Tax Year 2020-21

The report works in conjunction with the Full Payment Submission that now supports Earlier Year Updates from April 2020.

Steps to Enable

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

P46 (Car)

You can provide the required car data using the P11D's car and car fuel calculation card component, and report to HMRC.

In the Basic Car Details calculation component, you can record the mileage for low or zero emission cars in the Zero Emission Mileage field. An error message is generated when no value is entered in this field:

In the Car Processing Details component, record the employee's contribution to fuel in the P46 (Car) Contribution to Fuel Cost field:

Use the new process P46(Car) to validate, archive, and create the XML data file for submission.

When you run this process, here's the output that's generated:

  • .Errors and Warnings report with missing or incorrect data
  • Audit report with car data processed

  • Archive of P46(Car) data for the XM file
  • XML file for submission to HMRC using the process HMRC File Submission with P46 parameters

Steps to Enable

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

January Maintenance Pack for 20A

Revision History

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

Date Feature Notes
31 JAN 2020   Created initial document.

Overview

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

  • Release Updates (20A, 20B, 20C, and 20D)
  • Optional Monthly Maintenance Packs to each update

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

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

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

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

Suggested Reading for all HCM Products:

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

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

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

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

Additional Optional Reading:

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

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

GIVE US FEEDBACK

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

Feature Summary

Column Definitions:

Features Delivered Enabled

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

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

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

Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Features Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Action is Needed BEFORE Use by End Users
(Features Delivered Disabled)

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

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Payroll

Payroll for Canada

Employment Equity Reporting Eligibility

Vacation Liability Over Multiple Terms

Payroll

Payroll for Canada

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

Employment Equity Reporting Eligibility

You may now designate specific jobs as eligible or ineligible for Employment Equity reporting.

If an employee is assigned to a job with the Employment Equity Eligible field values below, the related behavior applies:

  • Yes: the employee is included
  • No: the employee is not included
  • Blank: the employee is included (this is the default behavior)

To update the Employment Equity Eligible field, use the Manage Job task in Setup and Maintenance: Workforce Structures. If the field is blank, by default the employees assigned to that job are not included in the report.

The screen capture below illustrates the new Employment Equity Eligible field in the Job UI.

Steps to Enable

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

Tips And Considerations

Changes to the job’s Employment Equity Eligible field are date-effective.

By default, the Employment Equity Eligible field is blank. If the field is not updated, employees assigned to that job continue to appear in the report. To stop employees assigned to a particular job from appearing in the report, you must update the field to “No”.

Key Resources

Refer to the document below on the Canada Information Center for additional information.

Canada Information Center

https://support.oracle.com/rs?type=doc&id=2102586.2

  • Welcome tab > Product Documentation > White Papers > Vacation Liability

Hot Topics Email (To Receive Critical Statutory Legislative Product News)

To receive important Fusion Canada Legislative Product News, you must subscribe to the Hot Topics Email feature available in My Oracle Support.

See My Oracle Support Document ID 2102586.2 (Information Center: Fusion Human Capital Management - Canada) for further details, and access the content at the location below.

  • CA – Welcome tab > Other Documents > How To Use My Oracle Support Hot Topics Email Subscription Feature

Vacation Liability Over Multiple Terms

You may now pay out all vacation liability accumulated over multiple terms. Additionally, employee absences will now reduce vacation liability balances accumulated over multiple terms starting with the earliest to the most current term.

When an employee is terminated or goes on a leave of absence and there are positive balances across multiple vacation plan years (terms), the vacation liability owed to the employee may be payed out at one time. The vacation payout can be across multiple terms or for a specific term. Partial payouts are also now available. To process a vacation pay out of the liability to an employee, note the following important points:

  • A new vacation payout element must be created and assigned to the employee. The Entry Values section of the payout element contains the fields used for Vacation Liability processing.
  • If the Vacation Accrual Reduction Date is left blank, the payout includes the accrued balance for all available vacation terms (with positive balances).
  • If the Vacation Accrual Reduction Date is populated, the payout includes the accrued balance for a specific vacation term in which the reduction date falls.
  • To payout a partial accrued balance amount for a specific vacation term, do the following:
    • Populate the Vacation Accrual Reduction Date
    • Populate the Amount
  • If the accrued balance for the vacation term is negative, no payout occurs.
  • If a negative value is entered in the Amount, it is ignored.

The screen capture below illustrates the Entry Values of the payout element.

Employee absences now reduce the vacation liability balances accumulated across multiple terms starting from the earliest vacation term (with a positive balance) to the current term. Note the following important points for reducing accrued vacation liability balances:

  • If the absence is entered with a Vacation Accrual Reduction date, then the accrued balance is reduced for the vacation term in which the reduction date falls.
  • If the absence is entered with no Vacation Accrual Reduction date, then the accrued balance is reduced from the earliest vacation term (with a positive balance) to the most current term.
  • If any accrued balance remains after going through prior terms, then the accrued balance will reduce the current term's accrued balance.
  • If the accrued balance is negative for a prior term, it is ignored and the accrued balance is not reduced.
  • If the accrued balance is negative for the current term, the accrued balance is reduced.

Steps to Enable

No setup is required to enable the feature itself, although creation of a NEW vacation payout element is required. Existing vacation payout elements do not support the enhanced functionality.

Key Resources

Refer to the document below on the Canada Information Center for additional information.

Canada Information Center

https://support.oracle.com/rs?type=doc&id=2102586.2

  • Welcome tab > Product Documentation > White Papers > Vacation Liability

Hot Topics Email (To Receive Critical Statutory Legislative Product News)

To receive important Fusion Canada Legislative Product News, you must subscribe to the Hot Topics Email feature available in My Oracle Support.

See My Oracle Support Document ID 2102586.2 (Information Center: Fusion Human Capital Management - Canada) for further details, and access the content at the location below.

  • CA – Welcome tab > Other Documents > How To Use My Oracle Support Hot Topics Email Subscription Feature

Update 20A

Revision History

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

Date Feature Notes
28 APR 2020 Benefits: Close Enrollment Process Designation Validation

Updated document. Revised feature information.

27 MAR 2020

Payroll for Canada/Redesigned User Experience: Enhanced Professional Tax Card

Updated document. Revised feature information.

28 FEB 2020

Compensation: Preview Salary, Individual Compensation Approval Information in the Worklist

Updated document. Revised feature information.

28 FEB 2020

Compensation: Preview Worksheet Approval Information in the Worklist

Updated document. Revised feature information.

06 DEC 2019   Created initial document.

Overview

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

  • Release Updates (20A, 20B, 20C, and 20D)
  • Optional Monthly Maintenance Packs to each update

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

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

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

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

Suggested Reading for all HCM Products:

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

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

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

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

Additional Optional Reading:

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

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

GIVE US FEEDBACK

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

Feature Summary

Column Definitions:

Features Delivered Enabled

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

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

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

Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Features Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Action is Needed BEFORE Use by End Users
(Features Delivered Disabled)

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

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Benefits

Benefits

Close Enrollment Process Designation Validation

Person Benefits Eligibility Diagnostic Report

Benefits for the United States

ACA Safe Harbor Override

ACA Offer-of-Coverage Override

Benefits Redesigned User Experience

Benefits Service Center Redesign Completed

Compensation and Total Compensation Statement

Compensation

Preview Salary, Individual Compensation Approval Information in the Worklist

Visibility of Comments and Attachment Section in Change Salary Flow

View Individual Compensation Plan Details from Compensation Spotlight

Dynamic Subject Includes the Action Used to Submit Individual Compensation

Configure Global Compensation Settings Added to Base Pay Task List

Validate Progression Grade Ladder During Setup

Stock Grants

View Consolidated Posting Data

Access Audit Trail Data in View Administration Reports

Validate Plan Setup Moved to a Drill-Down Page

View Budget Changes in the Audit Log When Workers Are Reassigned

Total Compensation Statements Preview Welcome Message

Preview Worksheet Approval Information in the Worklist

Salary Range Differentials and Compensation Zones

Compensation Zone Introduction

Salary Range Differentials by Compensation Zone Introduction

Person Address to Use in Salary Range Differential Calculations

Lower Limits and Salary Range Calculations Introduction

Process that Generates Compensation Zone and Address Mapping Introduction

Compensation Replaced or Removed Features

Removal of Benefits Group Start Process Parameter

Payroll

Global Payroll

End of Year (EOY) Archiver Performance Improvements

Involuntary Deduction Comments Field Extended

Personal Payment Methods Copied from Pending Worker to Employee

New Payment Summary Section in Third-Party Payment Register

Flexibility in Element Attributes Update

New Report for Payroll Messages

Payroll for Canada

Lump Sum Rate Override

Pension Deduction Limit and Employer Match

End-Dating of Cards When Employee Is Terminated

Canada Payroll Redesigned User Experience

Enhanced Professional Tax Card

Payroll for China

Enhanced Absences Element Template with China Standard Rate Conversion Formula

User-Defined Table for Default Value Management

HSDL Templates for Creating Personal Deduction Cards in Bulk

Continuous Tax Calculation Updates

Payroll for Kuwait

Check TRU in Payroll Validation Report

HSDL Template for Kuwait Social Insurance Calculation Card Creation

Payroll for Qatar

Check TRU in Payroll Validation Report

Payroll for Saudi Arabia

SA - Employer GOSI Subsidy Calculation - Classifications

Payroll for the United Arab Emirates

Sharjah Social Security Fund

HSDL Template for UAE Social Insurance Calculation Card Creation

Payroll for the United Kingdom

Teachers' Pensions - Additional Pension Contributions

LGPS Main Pension Scheme

Teachers' Pension - Main Pension Scheme

End of Year P60 for Leavers

Average Weekly Earnings Display

Payroll for the United States

Involuntary Deduction Contact Information Comments Enhancement

Contribution Limit Recognition Across 401 (k) and 403 (b) Plans

New Run Results for Involuntary Deductions

W-2C Register Report Enhancement for Puerto Rico and Guam

W-2C Employee Report for Puerto Rico and Guam Support

HR Optimizations

Workforce Rewards Transactional Business Intelligence

Compensation

Notes in Workforce Compensation

>>Click for IMPORTANT Actions and Considerations

Benefits

Benefits

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

Close Enrollment Process Designation Validation

The Close Enrollment process now checks whether beneficiary designations add up to 100%. If they don’t add up, an error appears. For example, assume that a life event has occurred. Then, a contact relationship ends in between, such as a divorce or death, and a new life event occurs. In those instances, only partial designation is carried forward to the new event.

Message When Beneficiary Designations Don't Add Up

Previously, you wouldn’t know about this inconsistency until you back out the event. With this release, you can’t close the life event if the beneficiary designations don’t add up to 100%. You can then correct the designations for the participant because the life event’s enrollment window is still active.

This check is made even when you use the Close Enrollment process from the Evaluation and Reporting work area. When the process completes, and if there are errors, you can open the log file to see the details, as shown in this screenshot.

The Log File

The application, however, ignores this check if you don't have beneficiary designation requirements set up for your plans. So, if you don't want to store the beneficiary details, we recommend that you remove any beneficiary designation requirements that you configured.

The log file also tells you whether the primary beneficiary was designated in the plan, and identifies that plan. The administrator can correct the percentages as the life event’s enrollment window will still be open.

Steps to Enable

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

Key Resources

For more information watch:

Person Benefits Eligibility Diagnostic Report

You can now use the new diagnostic report to address eligibility issues for individual participants more easily. For example, you can use the report to find out why a participant or dependent is ineligible for a specific offering. You can also use the report to resolve errors related with inconsistent configurations related to the Track ineligible persons option. You can share this report with Oracle Support to enable quicker investigations into eligibility issues.

You view the Person Benefits Eligibility diagnostic report from the Diagnostic Dashboard page. You get to this page from the global area. Open Settings and Actions > Run Diagnostic Tests. You run the report just like you do any other benefits diagnostic report.

The Person Benefits Eligibility Diagnostic Report

If you view this report for a program, you can see the details of all the offerings in that program. The report lists all the attributes used for eligibility, such as the person, location, job, and zip code. These are based on the setup and how you processed the life events.

The Elig_Flag column in the report indicates whether the person is eligible for a particular offering.

If you scroll down, you can see the benefits eligibility data at the option level. If you scroll down even further, you can see details regarding the Track Ineligible persons configuration. This column tell you whether you selected the check box, or whether you to set it lower down than at the program level. You can easily see at what level a person’s ineligibility is being tracked.

Participant Ineligibility Details

The administrator can then go back to the Plan Configuration work area and enable the check box at the correct benefit levels. The report also tells you if any of the age factors aren’t working for eligible candidates, and indicates what data impacts temporal detection.

Steps to Enable

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

Key Resources

Watch Benefits Service Centre Redesign and Enhanced Administrative Features Readiness Training

Benefits for the United States

The features below are Benefit features for the United States.

ACA Safe Harbor Override

We improved the accuracy of your ACA Form 1095-C reporting by providing an override for the safe harbor settings. Use the ACA Report Line Number field when running the ACA Override Upload process. This changes the value displayed on Line 16 of the Form 1095-C for the employee’s eligible applicable period.

Steps to Enable

To override the safe harbor settings for Line 16:

  1. Start the ACA Override Upload process from the Evaluation and Reporting work area.
  2. Use ACA Report Line Number to enter an override for Line 16.

Key Resources

For further information, see Oracle Cloud Human Capital Management for United States: ACA Implementation and Use (2067360.1) on My Oracle Support.

ACA Offer-of-Coverage Override

We improved the accuracy of your ACA Form 1095-C reporting by providing an override for the offer-of-coverage settings. Use the new Offer of Coverage Override field at the legal entity level to override the offer-of-coverage value derived by the report process. This changes the value displayed on Line 14 of the Form 1095-C for the employee’s eligible applicable period.

Offer of Coverate Override field

Offer of Coverage Override

Steps to Enable

To enable this override:

  1. Start the Manage Legal Entity HCM Information task from your implementation project.
  2. Under Legal Employer, click Federal.
  3. Under Federal ACA Reporting Information, select a value for Offer of Coverage Override.

Tips And Considerations

When you run the Archive End-of-Year ACA Information process, it uses this hierarchy to determine the value for Line 14:

  1. Setting an override when running the ACA Override Upload task.

When you run this task, you can set an override for Line 14 with the ACA Report Line Number field.

  1. Offer of Coverage Override field.

This field sets a Line 14 override for all employees associated with the legal entity.

  1. Value automatically derived by the report process based on the employee contacts.

This is the default behavior.

Key Resources

For further information, see Oracle Cloud Human Capital Management for United States: ACA Implementation and Use (2067360.1) on My Oracle Support.

Benefits Redesigned User Experience

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

Benefits Service Center Redesign Completed

There are more benefits tasks you can now accomplish in the redesigned pages:

  • View and update action items
  • View enrollment opportunities
  • View flex credit details
  • View enrollment results
  • Control display of hidden fields

Let’s take a look at each of these improvements in greater detail.

View and Update Action Items

You can now use filters to view action items more easily. On the Pending Actions page, you can select a filter from the View menu to view pending actions, completed actions, or all actions.

Filters on the View Menu

For example, if you marked an action item as complete by mistake, you can simply select Completed Actions from the View menu, and modify the relevant action item’s details.

Completed Actions

You can also see when the action item was completed. You click the action item link to open the details page. On the Details page, the action item’s status changes on the basis of what you change. For example, if you remove the received date, you can see that the action item appears as a pending item. On the Pending Actions page, select the Pending Actions filter on the View menu.

View Enrollment Opportunities

View enrollment opportunities for started and processed events. You can even update key enrollment dates for started events. For example, you can change the enrollment period end dates, and the processing and default enrollment dates.

To view the enrollment opportunities, on the Benefits Service Center page, you navigate to Benefits Summary > Evaluated Life Events > Actions > View Enrollment Opportunities.

Enrollment Opportunities

Click Edit to modify key dates, such as the enrollment period, processing period’s end date, the start date for the enrollment defaults, and the date when the defaults were assigned. There are inbuilt checks to ensure that you enter accurate dates.

Details of Enrollment Opportunities

For example, there are checks in place to ensure that the processing end date is on or before the enrollment period end date. In another example, there are checks to ensure that the enrollment period start date is on or before the enrollment period end date.

You can expand the Rates section to see the rate name and the activity type, defined and communicated amount, rate frequencies and other information.

The Benefits section shows the coverage during enrollment, including the minimum and maximum values, and other information.

View Flex Credit Details

You can now view flex credit details for the participant’s enrollment. You can see details for both flex and imputed shell plans.

To view the flex credit details, you open Benefits Summary > Enrollments > Actions > View Flex Credits. On the page that appears, select a flex program to view its details.

View Flex Credits Page

The Show Details of Used Credits link opens a page that gives you a breakdown of the offerings that used the credits from the program pool.

View Enrollment Results

Navigate to Benefits Summary > Enrollments. Click any of the plans to get to the enrollment results page. This page has several sections, including General Information, Rates, Dependents, Beneficiaries, Documents, Action Items and Primary Care Physicians.

Enrollment Results

Here’s how the Rates section looks like, with all sub sections expanded.

Rates

Here’s how the Dependents section looks like.

Dependents

The Documents section lets you see the supporting documents that were uploaded for this enrollment.

Documents

Here’s how the Action Items section looks like. You can see that the section distinguishes between pending actions and completed actions.

Action Items

And here’s the Primary Physicians section.

Primary Care Physicians

Use Transaction Design Studio to Show Hidden Fields

You can now use the Transaction Design Studio to personalize the Benefits Service Centre pages. You can display additional fields or hide entire pages, such as the My Dashboard page.

Steps to Enable

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

Key Resources

Watch Benefits Service Centre Redesign and Enhanced Administrative Features Readiness Training

Compensation and Total Compensation Statement

Compensation

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

Preview Salary, Individual Compensation Approval Information in the Worklist

In the worklist, notifications awaiting your approval now include values for key attributes. For example, Admin Salary and Change Salary notifications now include these attributes: Operation, Salary Amount, Frequency, Adjustment Percentage, and Action. The values for the first five attributes are included.

Attributes and Values Shown When Creating Salary

Attributes and Values Shown When Updating Salary

Attributes and Values Shown When Deleting Salary

Personal Contribution, Individual Compensation, and Administer Compensation notifications show attributes according to these conditions:

  • If only one award or contribution is created, updated, deleted or discontinued, you see the Operation, Plan, and Option attributes.
  • If more than one award or contribution is created, updated, deleted, or discontinued, then you see the Multiple Changes indicator as Yes. You also see the possible operations--Created, Updated, Discontinued, and Deleted--and the total changes for each operation.

Individual Compensation for One New Transaction

Two New Awards

Individual Compensation with More than One Change

Steps to Enable

This feature requires the correct environment infrastructure in order to use this feature.

If you are interested in using this feature contact Andy McGhee at andy.mcghee@oracle.com. He can check to see if your environment has the correct infrastructure and provide you the instructions to enable.

This feature is expected to be available to all customer environments later this year. There will be another announcement when it is available for all.

Visibility of Comments and Attachment Section in Change Salary Flow

Using HCM Design Studio, you can now control visibility of the Comments and Attachment section in the Change Salary flow.

Configure Visibility for Comments and Attachment Region

Comments and Attachment Section Is Not Visible

Steps to Enable

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

Tips And Considerations

  • The Questionnaire page can't be enabled for this flow.
  • You need to create separate rules in HCM Design Studio when you want this section to show for certain roles but not for other roles.

View Individual Compensation Plan Details from Compensation Spotlight

As an employee, when you look at your personal contribution details, additional compensation details or, recurring or one-time payment details in your compensation spotlight, you can now view all the other input values too.

My Compensation Info - Additional Compensation Section

Element Input Values

As a line manager, or HR specialist, when you look at a person's additional compensation details, recurring or one-time payment details in their compensation spotlight, you can now view all the other input values too.

Compensation Info - Additional Compensation Section

Element Input Values

Steps to Enable

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

Dynamic Subject Includes the Action Used to Submit Individual Compensation

Depending on your role, you can submit individual compensation requests using one or more of these actions: Manage Personal Contributions, Individual Compensation, and Administer Individual Compensation. The subject line of the approval requests will now include the action used.

Notifications

Steps to Enable

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

Tips And Considerations

  1. This affects all transactions initiated from now on.
  2. Customized notification titles will be impacted, and you will have to consider redoing the customization.

Configure Global Compensation Settings Added to Base Pay Task List

The Configure Global Compensation Settings task is now available in both the Base Pay and Workforce Compensation functional areas. Previously, it was only available in the Workforce Compensation functional area.

Tasks in the Base Pay Functional Area

Steps to Enable

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

Validate Progression Grade Ladder During Setup

In update 19D, we added validation to the grade step progression batch processes that checks for errors in your progression grade ladder setup. You can now run the same validation directly on the Progression Grade Ladders page, using the new Validate action.

New Validate Action on the Progression Grade Ladders Page

Validation messages alert you to issues with your grade ladder definition that may be missing some values for the attributes required for grade step progression. If you don't fix the errors, you'll see the same messages in the batch log when you run your processes. You need to fix the errors before your grade ladder can be processed for progression or rate synchronization.

Example Validation Messages for Progression Grade Ladder

You can update a few of the attributes directly on the Progression Grade Ladders page. Others you need to update using HCM Data Loader or HCM Spreadsheet Data Loader. The Resources section contains information to help you make these updates.

Steps to Enable

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

Tips And Considerations

  • The validation checks the progression grade ladder that's effective as of the date on the Progression Grade Ladder page. It doesn't check prior or future versions.

Key Resources

  • For information about the batch validation messages, refer to the feature in the What's New for 19D called Validate Progression Grade Ladder During Batch Processing
  • To update the attributes on your grade ladder using HCM Data Loader, refer to Integrating with HCM guide and the topics on Loading Compensation Objects/Guidelines for Loading Progression Grade Ladders.
    • If your grades have steps, you need to update the Progression Grade Ladder object and the Progression Step Rate component of this object
    • If your grades don't have steps, you need to update the Progression Grade Ladder object and the Progression Grade Rate object
  • To update the attributes on your grade ladder using HCM Spreadsheet Data Loader, you can find sample templates and instructions in My Oracle Support Document ID 2569831.1

Stock Grants

We've made it easier for you to see rows in Stock Grants. Previously only 2 rows of grants were visible on the page.

Steps to Enable

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

View Consolidated Posting Data

In release 19C, we provided the ability to post compensation allocations by type. To help administrators manage the posted data, we've added a new Consolidated Posting Summary Report in View Administration Reports. The new report is located in View Administration Reports>Data Processed

New Consolidated Posting Summary Report

Within the report, you are able to see the following for each batch run:

  • Process ID
  • Run Mode
  • Run Start Time
  • Run End Time
  • Who submitted the batch process
  • If unhidden, you can see if assignments were marked as "Processed"

For each allocation type (element, promotion, salary, stock) within the batches the following is available:

  • How many were posted
  • How many failed
  • How many were backed out
  • How many had no action taken

Steps to Enable

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

Tips And Considerations

This report displays only overall data processed and if assignments are still marked to allow for more processing. You need to review the Posting Error Summary report to find out why data transfers fail.

Access Audit Trail Data in View Administration Reports

You can now access audit trail data in View Administration Reports. Previously, you had to navigate to the worksheet or view it by worker in Administer Workers. The new report is found in View Administration Reports>Export Data

New Audit Export Report

Steps to Enable

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

Tips And Considerations

You must enable the "Include in audit trail" column property before you run the Start process. This is the same as with the Audit report on the worksheet.

Validate Plan Setup Moved to a Drill-Down Page

We changed the Validate Plan Setup pop-up to a drill-down page.

Steps to Enable

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

View Budget Changes in the Audit Log When Workers Are Reassigned

You can now view budget changes due to reassignments in the audit log when you use manager level budgets stored as percentages. Previously, this information was not written to the audit log.

Steps to Enable

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

Total Compensation Statements Preview Welcome Message

We've made it easier for you to see how the printable Total Compensation Statement will look. This feature will enable you to preview rich format descriptive text for the Welcome Message in the printable statement format, without having to generate statements.

Preview Printable Statement Welcome Message

Steps to Enable

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

Preview Worksheet Approval Information in the Worklist

In the worklist, you can now see additional attributes when you view notifications. For the Worksheet Approval notification, you now see which cycle, plan, who submitted the worksheet, and the date on which the worksheet was submitted.

Attributes and Values Shown When You Receive a Worksheet Approval Notification

Steps to Enable

This feature requires the correct environment infrastructure in order to use this feature.

If you are interested in using this feature contact Andy McGhee at andy.mcghee@oracle.com. He can check to see if your environment has the correct infrastructure and provide you the instructions to enable.

This feature is expected to be available to all customer environments later this year. There will be another announcement when it is available for all.

Salary Range Differentials and Compensation Zones

Compensation Zone Introduction

You can now create compensation zone types and zones and use them to define boundaries to use in salary range differential processing. These compensation zones use the geography and zones functionality in Oracle Fusion Trading Community Architecture, including zone types and zones.

You use zone types, such as compensation or wage regions, to categorize zones and group zones together. You need to create your zone types before you define one or more zones for a geographical boundary. You can create a zone type that contains geographical boundaries from anywhere in the world, or a type that contains only geographies in a specified country. When you create a zone type for a specified country, you can define which geography types or geographies that you can select when you create a zone of that zone type.

Zones are geographical boundaries for a zone type, for example, the San Jose Compensation zone. Zones are based on the master reference geography hierarchy data. You create zones in a zone type and you can associate geographies to define the zone. For example, you have the Compensation Regions zone type and you create a West Coast zone that has the state of California as one of its geographies. In a geography, you can also specify a postal range. So for the state of California, for example, you can specify that the zone spans the postal codes 90001 through 90011.

Compensation Zone Type and Zones

Steps to Enable

Create you compensation zones in Setup and Maintenance using the Compensation Zones task. This task is part of the Compensation Management offering, Base Pay functional area.

Compensation Zones Task

  1. Create the zone type.
  2. On the Manage Zone Types page, click the Create icon.

  1. Enter a name for the zone type.
  2. Specify the boundary of the zone type.
  3. Select the geography and allow zone creation.

  1. Save and close the zone type.
  2. Create zones for the zone type.
  3. On the Manage Zone Types page, search for and select your zone type.
  4. Click Next.

  1. On the Manage Zones for Zone Type page, click the Add icon.

  1. On the Create Zone page, enter the general information.

  1. Associate geographies with your new zone.
    1. Click the Add icon.
    2. On the Add Geography dialog box, search for and select the geography that you want to add.
    3. Click Save and Close.

  1. When you're done associating geographies, on the Create Zone page, save and close your new zone.
  2. When you're done adding zones to your zone type, on the Manage Zones for Zone Type page, save and close your zone type.

Tips And Considerations

  • Limit the number of compensation zone types, preferably to one.
  • Define your zones so that an address is part of only one zone. If an address is part of multiple zones, the salary flows that include zone-based differentials can't figure out which zone applies. Thus, they can't apply any differential.
  • Define your zones for a zone type at the same level to minimize or prevent zone overlaps. For example, if Zone 1 is at the State level, then define the other zones at the State level also.
  • Load compensation data using the Import from CSV File action for the Compensation Zones task in Setup and Maintenance. Be sure to create your zone types and zones first. Then you can load new geography associations for the zones.

Use the Setup and Maintenance Infrastructure to Migrate or Load Compensation Zones

  • Review the start dates of the geographies that you associate with a zone. The default date is the current system date when you associated the geography. You can edit the default start date, as required.

Correct Start Date of the Associate Geography

Key Resources

For more information about these new compensation zones, see the following document on My Oracle Support:

  • Salary Range Differentials and Compensation Zones (Document ID 2605772.1)

Salary Range Differentials by Compensation Zone Introduction

You can now configure salary range differential details at the level of granularity that best supports your salary policies and processes. For example, you can maintain differential factors at the location level, or at the State or District level. Use the Salary Range Differentials task to configure salary range differentials by compensation zone or business unit and zone combined as well as by location, business unit, or location and business unit combined.

You can use compensation-zone differentials when you want to apply a differential factor to the salaries of people working in a particular geographic region, rather than to an individual work location. These differentials vary, such as to reflect the cost of living in these locations or the relative ease of hiring. For example, you want to pay everyone working on the East Coast of the US at 1.1 times the standard grade rate and everyone working on the West Coast at 1.2 times. You pay Central people the standard grade rate and everyone in the South at 0.9 times.

Here's a simple flow of how a zone-based differential associated with the salary basis is identified and applied to someone's salary.

Let's walk through this simple flow using two new hires. We start by looking at their employment details to see that they both have the ZCMP IC1 grade. One person works in Pleasanton and the other works in Redwood Shores.

New Hire with the ZCMP IC1 Grade and a Work Location Address of Pleasanton

New Hire with the ZCMP IC1 Grade and a Work Location Address of Redwood Shores

Next, let's say you're proposing a starting salary of 61,000 USD for the person who works in Pleasanton. You can see that the salary basis associated with their salary has a zone-based differential according to their work location address. The range of 50,000 – 100,000 that you see under their new salary is the adjusted range for the person's grade. It was calculated by applying the Pleasanton compensation zone differential to the base salary range for this grade, which is 100,000 – 200,000.

Adjusted Salary Range of the Person with the ZCMP IC1 Grade Who Works at the Pleasanton Office Is 50,000 – 100,000

And, you're also proposing a starting salary of 161,000 USD for the person who works in Redwood Shores. You can see that the salary basis associated with their salary has a zone-based differential according to their work location address. The range of 150,000 – 300,000 that you see under their new salary is the adjusted range for the person's grade. It was calculated by applying the Headquarters compensation zone differential to the base salary range for this grade, which is 100,000 – 200,000.

Adjusted Salary Range of the Person with the ZCMP IC1 Grade Who Works at Headquarters Is 150,000 to 300,000

Steps to Enable

  1. Create a salary range differential by compensation zones.

  1. On the My Client Groups > Compensation page, click Salary Range Differentials.
  2. On the Salary Range Differentials page, click Create.
  3. On the Create Salary Range Differential page, in the Properties section, complete the required fields.
  4. In the Criteria field, select Compensation Zone.
  5. Select the compensation zone type to associate with the salary range differential.
  6. In the differentials section, add the differentials for the compensation zones.
    1. Select a compensation zone.
    2. Enter the differential.
  7. Save and close the salary range differential.
  8. Associate the salary range differential with a salary basis.
    1. On the My Client Groups > Compensation page, click Salary Basis.
    2. On the Salary Basis page, search for and click the salary basis you want to add the salary range differential to. Or, click Create to create the salary basis.
    3. On the edit or create salary basis page, Salary Ranges tab, select the differential profile.
    4.  
    5.  
    6. To see the compensation zone differentials and adjusted minimum, midpoint, and maximum amounts for a grade, click the Adjusted Ranges icon.

Tips And Considerations

Adjusted ranges can't be calculated when the salary basis has the Payroll Period frequency. This frequency setting means that the salary uses the payroll assigned to the person's assignment. Because differential processing doesn't know about the person's assignment, it can't calculate adjusted ranges and thus doesn't show the Adjusted Ranges icon.

There are certain limitations for you to consider before you start using zone-based differentials with salary bases:

  • You can see the adjusted salary ranges, compensation zone type, and zone fields in only the responsive pages of these HR flows: Change Salary, Hire, Promote, Transfer, Change Location, Add Assignment, Change Legal Entity, Local and Global Transfer.
  • You can't yet set up zone-based salary range differentials using either HCM Data Loader or HCM Spreadsheet Data Loader.
  • You can't yet enable the zone type and zone fields in salary notifications using the Oracle Business Intelligence Publisher template.
  • You can't identify the compensation zone type or zone for a specific date in the past or future. Currently, salary pages and processes identify the zone type and zone using the system date.
  • You can't yet see the effect of zone-based differentials in Oracle Transactional Business Intelligence Reports, Oracle Fusion Workforce Compensation, Oracle Fusion Total Compensation Statements, and while Creating, Editing, and Viewing Offers within Oracle Recruiting Cloud Service.

Key Resources

For more information about these new compensation zones, see the following document in My Oracle Support:

  • Salary Range Differentials and Compensation Zones (Document ID 2605772.1)

Person Address to Use in Salary Range Differential Calculations

You can configure zone-based salary range differentials to check for the address to use in calculations. For example, you're going to associate the differential with people who work at client sites and from home. And, you want to use their remote addresses, rather than their work location addresses to find their compensation zones and differential factors.

You can maintain different types of addresses for your people, so you need to identify up to three address types that differential processing should consider, and in what order. The process stops looking as soon as it finds an address, whether that address is in the first address type or the last.

Checking for Remote Workers Addresses by Address Type

Here's a sample flow of how a zone-based differential associated with the salary basis is identified and applied to someone's salary when address checking is configured.

Sample Flow Diagram that Shows How a Zone-Based Salary Differential Identifies a Remote Worker's Address

Let's walk through this sample flow in context of a new hire. The person you're hiring has a home address in Redwood Shores, CA.

New Hire with an Address in Redwood Shores, CA

Their grade is ZCMP M1 and their work location is Pleasanton, CA. Their Working at Home setting is Yes, which actually means they work remotely, either at client sites or from home.

New Hire with the ZCMP M1 Grade and a Work Location Address of Pleasanton Who's Also Identified as Working at Home

This new hire's salary includes a zone-based differential for the Headquarters compensation zone, which covers Redwood Shores addresses. The reason that the salary ranges are adjusted by the new hire's home address rather than their work address location is because both of these conditions exist:

  • The salary range differential is configured for remote worker processing.
  • The new hire's assignment has Working at Home as Yes.

Thus, the new hire's adjusted salary ranges are 1,500,000 – 3,000,000 instead of the base salary ranges of 1,000,000 – 2,000,000.

Differential Processing Found the New Hire's Compensation Zone and Differential Using the New Hire's Home Address

Steps to Enable

  1. Create a salary range differential by compensation zones and configure checking by address type.

  1. On the My Client Groups > Compensation page, click Salary Range Differentials.
  2. On the Salary Range Differentials page, click Create.
  3. On the Create Salary Range Differential page, in the Properties section, complete the required fields.
  4. In the Criteria field, select Compensation Zone.
  5. Select the compensation zone type to associate with the salary range differential.
  6. In the differentials section, add the differentials for the compensation zones.
    1. Select a compensation zone.
    2. Enter the differential.
  7. In the Remote Worker Address Type Checking section, select the Check for remote worker addresses check box.
  8. Select up to 3 address types that differential processing should check. The sequence of your selections affects differential processing, because it stops at the first address for the person that it finds. For example, the person has a home office address and a work location address. You want the differential for their home office address to apply to their salary ranges, so Address Type 1 should be Home Address.
  9. Save and close the salary range differential.
  10. Associate the salary range differential with a salary basis.

  1. On the My Client Groups > Compensation page, click Salary Basis.
  2. On the Salary Basis page, search for and click the salary basis you want to add the salary range differential to. Or, click Create to create the salary basis.
  3. On the edit or create salary basis page, Salary Ranges tab, select the differential profile.
  4. To see the compensation zone differentials and adjusted minimum, midpoint, and maximum amounts for a grade, click the Adjusted Ranges icon.

Tips And Considerations

You can see the adjusted ranges, compensation zone, zone type, and work from home fields on the responsive pages only.

Key Resources

For more information about these new compensation zones, see the following document on My Oracle Support:

  • Salary Range Differentials and Compensation Zones (Document ID 2605772.1)

Lower Limits and Salary Range Calculations Introduction

You may have statutory limits for salaries that you need to enforce, such as salary minimums for a certain geography that can't be ignored. You can enforce lower limits in zone-based salary range differentials associated with salary bases.

Here's a sample flow of how a zone-based differential associated with the salary basis is identified and applied to someone's salary when address checking is configured. It also checks for and enforces lower limits.

Sample Flow Diagram that Shows How a Zone-Based Salary Differential Enforces Lower Limits

Let's walk through this simple flow to compare the differential processing behavior when the differential has lower limits versus when it doesn't. In this first example, the Headquarters zone has a lower limit of 160,000.

Salary Range Differential Configured with Lower Limits and Address Type Checking

The base range of the salary basis that includes this differential is 100,000 to 200,000. Normally, the adjusted ranges for the Headquarters zone would be 150,000 to 300,000 after applying the 1.5 differential. But, this differential has a lower limit of 160,000 and that minimum overrides the 150,000 minimum.

Adjusted Salary Range with Lower Limits

When you propose a salary change for a person with this salary basis and differential, the salary range calculations include the Headquarters zone differential. And, because the differential includes a lower limit, the effective salary range is adjusted to 160,000 to 300,000.

Now, let's look at a similar salary range differential. The only difference is this differential doesn't have any lower limits.

Salary Range Differential Configured with Address Type Checking and No Lower Limits

The base range of the salary basis that includes the differential is 100,000 to 200,000. The adjusted range for the Headquarters zone is 150,000 – 3000,000 because the differential doesn't have a lower limit.

Adjusted Salary Range Without Lower Limits

When you propose a salary change for a person with this salary basis and differential, the salary range calculations include the differential. And, because the differential doesn't have a lower limit, the effective salary range is adjusted to 150,000 to 300,000.

Steps to Enable

  1. Create a salary range differential by compensation zones. Also configure lower limits and checking by address type.

  1. On the My Client Groups > Compensation page, click Salary Range Differentials.
  2. On the Salary Range Differentials page, click Create.
  3. On the Create Salary Range Differential page, in the Properties section, complete the required fields.
  4. In the Criteria field, select Compensation Zone.
  5. Select the compensation zone type to associate with the salary range differential.
  6. In the differentials section, add the differentials for the compensation zones.
    1. Select a compensation zone.
    2. Enter the differential.
    3. Enter the lower limit.
  7. In the Remote Worker Address Type Checking section, select the Check for remote worker addresses check box.
  8. Select up to 3 address types that differential processing should check. The sequence of your selections affects differential processing, because it stops at the first address for the person that it finds. For example, the person has a home office address and a work location address. You want the differential for their home office address to apply to their salary ranges, so Address Type 1 should be Home Address.
  9. Save and close the differential.
  10. Associate the differential profile with a salary basis.

  1. On the My Client Groups > Compensation page, click Salary Basis.
  2. On the Salary Basis page, search for and click the salary basis you want to add the salary range differential to. Or, click Create to create the salary basis.
  3. On the edit or create salary basis page, Salary Ranges tab, select the differential profile.
  4. To see the compensation zone differentials and adjusted minimum, midpoint, and maximum amounts for a grade, click the Adjusted Ranges icon.

Note that the lower limits were enforced for the minimum amounts in the adjusted ranges. The normal adjusted minimums would be 150,000 and 50,000 respectively. But, the lower limits for the differentials were 160,000 and 80,000 respectively.

Tips And Considerations

  • You can see the lower limits enforced on only the responsive salary pages.
  • This chart shows the effect of differential lower limits when the grade rate, salary basis, and differential limits have different frequencies.

Chart Showing the Effect of Differential Lower Limits

  • The midpoint isn't affected by the lower limit, so compa-ratio is calculated over the differential applied range midpoint.
  • Quartile and quintile calculations are affected because the adjusted minimum changes.

Example of How Lower Limits Affect the Adjusted Minimums for Quartiles and Quintiles

Key Resources

For more information about these new compensation zones, see the following document on My Oracle Support:

  • Salary Range Differentials and Compensation Zones (Document ID 2605772.1)

Process that Generates Compensation Zone and Address Mapping Introduction

If you use salary range differentials by compensation zone or zone and business unit combined, differential processing has to find the zone and zone type each time by evaluating the addresses maintained for the person against defined geographies. This evaluation can be time consuming, depending on the number of zones, zone types, and address details.

To optimize differential processing, you can run the Generate Compensation Zone and Address Mapping process. This new process finds the compensation zone and zone type for each address, and stores them for immediate reference. You can run the process in two modes:

  • Create incremental mappings: This mode creates mappings between zones and zone types that match the specified parameters and person or work location addresses when something changed or is new.

  • Purge and recreate mappings: This mode purges all existing mappings and creates them again between the zones and zone types that match the specified parameters and all person or work location addresses.

The generated mappings improve the performance of responsive pages with salary information. The differential process knows the person's compensation zone and can apply the relevant differential to salary range calculations. When the mapping isn't available, differential processing finds the compensation zone and zone type for the person or work location address and then applies the relevant differential.

Here's a simple flow of what the mapping process does.

Data Flow for Generate Compensation Zone and Address Mapping Process

Steps to Enable

To schedule the Generate Compensation Zone and Address Mapping process, complete these steps.

  1. Click Tools > Scheduled Processes.
  2. On the Scheduled Processes page, click Schedule New Process.

  1. Search for and select the Generate Compensation Zone and Address Mapping process.
  2. To generate the mappings, complete these steps:
    1. Specify whether the process mode is create incremental mappings or purge and re-create mappings.
    2. Specify whether the process should map person addresses or work location addresses.
    3. Select the applicable population filters, if any.
    4. Click Submit.

Tips And Considerations

You can run the Generate Compensation Zone and Address Mapping process as a one-time or recurring activity.

  • One-time activity: Create all zone mappings for both person and work location addresses.
  • Recurring Activity: Create incremental zone mappings for both person and work location addresses by scheduling the process to run at regular intervals. Generally, work location addresses change less frequently, so you may want to run the process for work location address as needed.

Key Resources

For more information about these new compensation zones, see the following document on My Oracle Support:

  • Salary Range Differentials and Compensation Zones (Document ID 2605772.1)

Compensation Replaced or Removed Features

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

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

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

Removal of Benefits Group Start Process Parameter

We've removed the Benefits Group parameter from the Start Workforce Compensation cycle process in 20A.

Steps to Enable

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

Payroll

Global Payroll

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

End of Year (EOY) Archiver Performance Improvements

A new architecture is introduced to enhance the performance of the End of Year Archiver. The enhanced process archives payroll information necessary for year-end statutory reporting, in a much quicker run time now. The data that is archived remains unchanged.

Steps to Enable

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

Involuntary Deduction Comments Field Extended

When entering an Involuntary deduction on a Calculation Information card you can enter up to 4000 characters in the comments fields. This allows you to provide detailed information regarding the involuntary deduction to be entered.

Steps to Enable

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

Personal Payment Methods Copied from Pending Worker to Employee

Copy active personal payment methods from a pending worker payroll relationship to an employee payroll relationship when the record is converted. For example, when you convert a pending worker to an employee on 1-Aug, the personal payment methods active as of 1-Aug are copied. It is important verify the payroll entered for the employee is associated to an organizational payment method eligible for the personal payment method, otherwise the personal payment method will not copy.

Steps to Enable

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

Key Resources

For more information refer to the Using Global Payroll guide in the Help Center at docs.oracle.com.

New Payment Summary Section in Third-Party Payment Register

Use the new payment summary section of the Third-Party Payment Register to view payments summarized across all payees by payment status and payment type. This is similar to the payment summary section on the Payment Register for employee payments.

Payment Summary section

Steps to Enable

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

Flexibility in Element Attributes Update

For existing elements that don’t have associated element eligibility, you can now make updates to these attributes in the correction mode. For existing elements that don’t have associated element eligibility, you can now make updates to these attributes in the correction mode.

  • Allow multiple entries in same period
  • Latest Entry Date
  • Output Currency
  • Process once per period

Let’s assume that in the correction mode, you make updates to an element attribute that has date track changes enabled. In such a case, all of the date effective records get updated with the change.

Example

An element has these two date-effective records:

  • 01-Jan-2010 to 31-Dec-2017
  • 01-Jan-2018 to 31-Dec-4712

And for that element, the value of Allow multiple entries in same period option is N. Effective 15-Jun-2018, you change the value of this option from N to Y. Then, as the figure shows, the application updates both the records with the value Y.

Allow Multiple Entries

Edit the Allow multiple entries in same period option from N to Y even if element entries and run results exist for that element.

However, you can’t edit this option in these scenarios:

  • If the element is a target of Stop Entry rules.
  • If the value of the Standard Link option is Y.
  • If the element is a target of indirect formula result rules.

As this figure shows, you can’t change the value from Y to N. This is because such an action invalidates the existing entries and possibly could impact retroactive processing.

Termination Rules

You can update the termination rule of an element even if element entries or run results exists for that element. Such updates don’t affect the existing element entries, but impact only new element entries. In the Latest Entry Date field, you can change a lower element definition date to a higher element definition date. However, you can’t change a higher element definition date to a lower element definition date.

NOTE: This change is not applicable to time definitions that you define.

Output Currency

You can update the Output Currency field to a required currency under these circumstances.

  • If the element is not used
  • There is no element eligibility for that element
  • No balances exist for this element

Process Once Per Period

Use the Process once per period option to check if the element entry has been processed or not. As this figure shows, modify this field both from Y to N and N to Y even if element entries or run results exists.

If the value of the option is Y and the element entry is already processed in the period, then the application doesn’t process it again. If the value of the option is N, then the application processes the element entry even if it is already processed in the run.

As this figure shows, depending upon the value of the option, the application processes the element entry.

Steps to Enable

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

Key Resources

For more information on elements, refer to Chapter 11 of the Setting Up Elements in the Implementing Payroll for Global guide.

New Report for Payroll Messages

Use the Run Payroll Messages Report to view error, warning, and information messages from payroll processes.

Run the report for a specific flow or for all processes for a specific period. You can also include only those persons with a specific processing status, like 'In Error'. 

The report is generated in the Excel format with separate worksheets for the following types of messages:

  • Person level messages, such as error messages when reporting or processing a person.

  • Process level messages, such as process execution errors.

After addressing the root causes, you can rerun the payroll process and regenerate the report for the new process to ensure all issues are resolved.

Steps to Enable

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

Tips And Considerations

  • By default, only errors and warning messages are shown. If the 'Include Information Messages' parameter is set to 'Yes', it is recommended to limit the scope to just the person or process that is being investigated as the volume of informational messages can be high.
  • Use the Line Sequence field to view the order in which the messages are generated. This helps you to track when in the process the message was generated. You can then investigate and resolve issues effectively.

Role Information

Payroll Administrator or Manager who has security access to the payroll flow pattern for which the Messages Report is generated.

Payroll for Canada

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

Lump Sum Rate Override

You may now enter overrides to the federal or provincial lump sum rates on the employee’s tax card. The following new fields were added to the employee’s tax card:

  • Federal Lump Sum Rate
  • Provincial Lump Sum Rate (Quebec only)

The new fields allow the user to override the prescribed rate used in the deduction calculation for earnings defined with lump sum taxation. This allows you to override the rates used for calculation of taxes for lump sum payments that are spread across multiple pay periods. If you do not override the rate, the deduction calculation uses the prescribed rate.

The new fields are located on the employee’s tax card, Tax Credit Information, and reside on the Federal or Regional components. The screen captures below illustrate the Federal Lump Sum Rate and the Provincial Lump Sum Rate on the enhanced tax card for the professional user.

Additionally, the Tax Overrides Report was enhanced to support the new overrides. The report will provide the ability to report and remove both the federal and provincial overrides.

Steps to Enable

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

Key Resources

Refer to the documents below on the Canada Information Center for additional information.

Canada Information Center

https://support.oracle.com/rs?type=doc&id=2102586.2

  • Welcome tab > Product Documentation > White Papers > Implementation and Use
  • CA – Payroll tab > End-of-Year Processing > End-of-Year Processing Guide

Hot Topics Email (To Receive Critical Statutory Legislative Product News)

To receive important Fusion Canada Legislative Product News, you must subscribe to the Hot Topics Email feature available in My Oracle Support.

See My Oracle Support Document ID 2102586.2 (Information Center: Fusion Human Capital Management - Canada) for further details, and access the content at the location below.

  • CA – Welcome tab > Other Documents > How To Use My Oracle Support Hot Topics Email Subscription Feature

Pension Deduction Limit and Employer Match

You may now apply annual legislative limits for pension deductions of Registered Retirement Savings Plan (RRSP). Employer match contributions are now also supported for RRSP.

The feature involves the new configuration points below. Each topic is discussed in more detail in the individual sections below.

  • Taxable benefit secondary classification: RRSP Non-insurable
  • Pretax element template: RRSP Rules
  • PSU: Employer Pension Contribution Rules
  • Balance Feeds: Eligible Compensation of Earnings
  • Employee tax card: RRSP Limit

Taxable Benefits Secondary Classification

A new secondary classification under Taxable Benefits was created to handle the employer match RRSP contributions that are not insurable. The new classification is called “Registered Retirement Savings Plan Non-insurable” and only applies to the primary element classification of Taxable Benefits. The element is not subject to EI nor QPIP.

The new secondary classification is illustrated below.

Pretax Element Template Questions

The pretax element template was enhanced. A new question on the pretax element template was added to specify whether the RRSP limit is to be enforced. This only applies to primary element classifications of Pretax Deductions with secondary classifications of Registered Retirement Plan. If the limit is to be enforced, several additional questions are then presented regarding employer contributions. Employer match contributions are also now supported for RRSP deductions for both percentage and flat amount processing.

The new pretax element questions are below:

If the option to enforce the RRSP limit is selected, the RRSP contribution for the year is capped at the annual limit. This includes both the employee contribution as well as the matched employer contribution taxable benefit.

When the employer match option is selected during element creation, new shadow elements are created. For example:

<Element Name>

<Element Name> Calculator

<Element Name> Canadian Calculator

<Element Name> Results

<Element Name> Employer Match

<Element Name> Employer Match Calculator

<Element Name> Employer Match Result

The new input values generated by the template to support the new feature are:

  • Enforce RRSP Limit
  • Employer Match
  • Employer Contribution Insurable
  • Employer Contribution Amount
  • EI Hours
  • EI Allocation
  • Taxable Benefits Tax Processing

Lastly, the new payroll run balances are:

  • RRSP Employee Contribution
  • RRSP Employer Contribution

Employer Pension Contribution Rules

For employer’s who wish to match a percentage of their employee’s RRSP contribution, the employer’s percentage contribution rules are configured at the PSU level. These rules determine what percentage of the employee's contribution will be matched by the employer up to the RRSP Limit for the year. The following new fields were added in the Employer Pension Contribution section to capture the employer’s percentage rules:

  • Percentage of Employee Contribution: Enter the percentage of the employee's contribution the employer will match.
  • Maximum Contribution Percentage: Enter the maximum percentage the employer will match of the employee's contribution.

The screen capture below illustrates the new fields populated using the example of the employer matching 100% of the employee’s contribution, up to a max of 6%.

Balance Feeds: Eligible Compensation of Earnings

In order to calculate the employer’s maximum contribution amount, the eligible compensation balance (<Pretax RRSP Element Base Name> Eligible Comp) must be fed with the earnings elements used to calculate the deduction. Ensure all earnings that are subject to RRSP have feeds to the element’s eligible compensation balance.

RRSP Limit – Tax Credit Information

The RRSP Limit is captured on the employee’s tax card, Tax Credit Information, Federal component. This field defaults to the published RRSP annual limit populated from the Load Payroll Tax Information process. However if required, you may override the annual limit for the employee. For example, in cases where the employee has a carryover amount you may choose to override the annual RRSP limit loaded by default.

The screen capture below illustrates the RRSP Limit on the enhanced tax card for the professional user.

RRSP Limit – Tax Overrides Report

The Tax Overrides Report was enhanced to support the new RRSP limit. The report will provide the ability to report and remove the limit.

Steps to Enable

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

Tips And Considerations

Although there are no steps to enable this feature and the fields are automatically delivered and ready for use, you must complete the described configuration to use this feature.

You must run the Load Payroll Tax Information process to load the annual RRSP limit.

To upgrade an existing element using the Run Element Upgrade process to enable RRSP, you may use the following new options under the “Enable Feature” parameter:

  • Enable RRSP Limit without Employer Match: Enable RRSP without creating the employer match element.
  • Enable RRSP Limit with Insurable Employer Match: Enable RRSP and create the employer match taxable benefit element (secondary classification of Registered Retirement Savings Plan) subject to EI deduction.
  • Enable RRSP Limit with Non-insurable Employer Match: Enable RRSP and create the employer match taxable benefit element (secondary classification of Registered Retirement Savings Plan Non-insurable) not subject to EI deduction.

Note the following points regarding the element upgrade process:

  • If the existing pretax element was created at payroll relationship level, it is not eligible for upgrade for new RRSP functionality (only elements at the assignment levels are available to upgrade).
  • The new RRSP Limit options are only applicable for secondary classifications of Registered Retirement Plan for Pretax Deductions.
  • If the element needs to be upgraded for pretax iteration and RRSP functionality, you must run the upgrade process individually for each feature.
  • If you upgrade an existing element using the Element Upgrade process to enable RRSP and the following applies, you must reassign the element to the employee. 
    • Element is already assigned to an employee, and
    • Element is previously processed in a payroll

If you do not, the default values for the new input values created are not displayed in the employee’s element entry.

Key Resources

Refer to the document below on the Canada Information Center for additional information.

Canada Information Center

https://support.oracle.com/rs?type=doc&id=2102586.2

  • Welcome tab > Product Documentation > White Papers > Implementation and Use

Hot Topics Email (To Receive Critical Statutory Legislative Product News)

To receive important Fusion Canada Legislative Product News, you must subscribe to the Hot Topics Email feature available in My Oracle Support.

See My Oracle Support Document ID 2102586.2 (Information Center: Fusion Human Capital Management - Canada) for further details, and access the content at the location below.

  • CA – Welcome tab > Other Documents > How To Use My Oracle Support Hot Topics Email Subscription Feature

End-Dating of Cards When Employee Is Terminated

The Tax Credit Information and Reporting Information employee cards are not end-dated upon termination of the employee. This allows both cards to remain open so employee balances are retained in case the employee is rehired. This will only be the case if the payroll relationship and the tax reporting unit remains the same.

All other calculation cards are end-dated upon employee termination.

Steps to Enable

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

Tips And Considerations

Key Resources

Refer to the document below on the Canada Information Center for additional information.

Canada Information Center

https://support.oracle.com/rs?type=doc&id=2102586.2

  • Welcome tab > Product Documentation > White Papers > Implementation and Use

Hot Topics Email (To Receive Critical Statutory Legislative Product News)

To receive important Fusion Canada Legislative Product News, you must subscribe to the Hot Topics Email feature available in My Oracle Support.

See My Oracle Support Document ID 2102586.2 (Information Center: Fusion Human Capital Management - Canada) for further details, and access the content at the location below.

  • CA – Welcome tab > Other Documents > How To Use My Oracle Support Hot Topics Email Subscription Feature

Canada Payroll Redesigned User Experience

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

Enhanced Professional Tax Card

Use the new, responsive Tax Credit Information page for the professional user, to capture the information required for tax deduction calculations for an employee. The Tax Credit Information page, accessed by the professional user, captures the information used for tax deduction calculations for each employee. The page retains the existing tax card functionality, but it is enhanced to improve usability, which improves the overall user experience and provides a consistent look and feel with other HCM responsive pages, other localization tax card pages, and the employee self-service tax card page.

The new page provides links to the federal and provincial government forms populated with the data entered. The forms accessed are based on the employee’s correspondence language setting. Depending on the setting, the link URLs change to access the government form in either English or French.

Effective-dated records are now displayed for all updates to federal and regional attributes. When effective-dated records exist, you now have an option to hide or show prior records. In the enhanced UI, you can still date-track to view the data as of a specific day, but you can also now view all prior records at one time.

Displayed below is the landing page with separate sections for each component.

The Effective As-of Date at the top of the page drives the date of the information displayed.

Each individual component offers its own set of unique actions. For example, some components may offer Add and Edit, while others may only offer Edit.

Payroll Relationship Information Component

The Payroll Relationship component is completely collapsed by default. To view the attributes, you must expand it. This component contains certain tax-related attributes that are associated with the employee’s payroll relationship. These attributes directly affect taxation and are displayed on the tax card, although they are read-only and can’t be edited. These fields are configured on the assignment when you hire the employee, or you may update them after new hire by using the payroll relationship page.

TRUs and Assignments Component

The TRUs and Assignments component contains the TRU associations, assignments, as well as some other details that are associated with the TRU like, province of employment and vacation liability details.

For this component, you may add a TRU or edit the existing details.

When you select edit on the TRUs and Assignments landing page component, you are presented the UI illustrated below which is broken into three sections:

  • Basic Information: Contains the start date and the TRU association.
  • Component Information: Contains the province of employment and the vacation liability information.
  • Assignments: Contains the assignments associated to the TRU (you may add additional assignments in this component)

Federal Component

The Federal component contains the employee’s federal tax deduction details. In this form, links are available to the TD1 or TD1X where you can view the values in the actual government PDF. These forms are not editable. The values are populated into the form with values that are saved in the page, where you may print or save the form. Because the data in the Federal component contains values for both the TD1 and TD1X, we provide links to both forms. You may also access these links from the landing page.

Regional Component

The Regional component contains the employee’s provincial tax deduction details. In this form, you may also access the provincial TD1 where you can view the values in the actual government PDF.

Hide/Show Prior Records

When you update the components for future dates, date-tracked records are created. Once new records are created, the Hide/Show Prior Records option is displayed in the page. By default these new prior records are hidden, so you display them by selecting Show Prior Records. The current record is displayed first with all subsequent ones displayed after, in order of latest effective date.

Steps to Enable

In order to enable the Tax Credit Information page, you must first enable the Profile Option in the table below and then enable the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you have not enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, please see following white paper: HCM Responsive User Experience Setup Information (Document ID 2399671.1).

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

Field Value

Profile Option Code

PAY_PAYROLL_ADMIN_RESPONSIVE_ENABLED

To enable the profile option:

  1. Navigate to the Setup and Maintenance work area.
  2. Search for and click the Manage Administrator Profile Values task.
  3. Search for and select the profile option code “PAY_PAYROLL_ADMIN_RESPONSIVE_ENABLED”.
  4. Click to add a new Profile Value.
  5. Select the Level as Site.
  6. Enter a Y in the Profile Value field.
  7. Click Save and Close.

Tips And Considerations

Note the important tips and considerations below:

  • The employee’s correspondence language determines the language of the form that is populated using the links provided. See the Implementation and Use Guide for details on configuring the employee’s correspondence language.
  • Pay special attention when you use the Effective As-of Date to view data as of that date. You may now also use the current date and view all prior records.
  • If you add a new Regional component, this does not change the province of employment automatically. You must go into the TRUs and Assignments component and update it there to change the value.
  • In the Basic Information section of the TRUs and Assignments component, you can perform a TRU transfer by simply selecting a new TRU from the list of values and saving the record. If you don’t change the TRU, the other updates are made and the TRU is ignored. The TRU is only taken into account if it is a new TRU.
  • To add a second assignment to a TRU, you must select Edit (not Add) in the TRUs and Assignments main component. If information already exists, you must select Edit. Then in the Assignments component, you click Add.

Key Resources

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

  • HCM Responsive User Experience Setup Information- Profile Options and Displayed Fields (Document 2399671.1)

For information about displayed and hidden fields, refer to the following document on My Oracle Support:

  • HCM Responsive User Experience Setup Information- Profile Options and Displayed Fields (Document 2399671.1)

For more information on personalizing pages, refer to the following:

  • Chapter 3, Page Modification in the Oracle Applications Cloud: Configuring and Extending Applications guide.
  • The Developer Relations Page Composer Oracle YouTube channel.

Also, refer to the document below on the Canada Information Center for additional information.

Canada Information Center

https://support.oracle.com/rs?type=doc&id=2102586.2

  • Welcome tab > Product Documentation > White Papers > Implementation and Use

Hot Topics Email (To Receive Critical Statutory Legislative Product News)

To receive important Fusion Canada Legislative Product News, you must subscribe to the Hot Topics Email feature available in My Oracle Support.

See My Oracle Support Document ID 2102586.2 (Information Center: Fusion Human Capital Management - Canada) for further details, and access the content at the location below.

  • CA – Welcome tab > Other Documents > How To Use My Oracle Support Hot Topics Email Subscription Feature

Payroll for China

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

Enhanced Absences Element Template with China Standard Rate Conversion Formula

The enhanced absence template now includes the newly added rate conversion formula: China Standard Rate Conversion. The absence elements that you create using the enhanced absence template use this formula to calculate:

  • Daily rates by considering 21.75 as the average number of pay days per month
  • Hourly rates by considering 8 as the number of hours per working day

The Newly Added China Standard Rate Conversion Formula

When creating an element using the enhanced absence template, you specify the calculation units (either hours or days) you want to use for reporting. The newly added rate conversion formula compares the specified calculation units with the periodicity value used in the rate definition to calculate the hourly or daily rate.

For example, suppose the rate definition's periodicity value is Calendar Month, the amount is 10,000 yuan, and the calculation unit is set as Hours in the absence element. In this case, the hourly rate is calculated as (10000/21.75)/8 = 57.47 yuan. Similarly, if the calculation unit is set as Days in the absence element, the daily rate is calculated as 10000/21.75 = 459.77 yuan.

Steps to Enable

Create the absence element using the latest delivered template.

Key Resources

Watch China Localization - Enhanced Payroll Support Readiness Training

User-Defined Table for Default Value Management

You can use the delivered user-defined table to set up the following values if you require a value different than the seeded one:

  • Average monthly number of pay days
  • Number of working hours per working day

User-Defined Table Values

Steps to Enable

Set Up Values in the Delivered User-Defined Table

  1. In the Payroll Calculation work area, under Payroll Process Configuration, click User-Defined Tables.
  2. On the User-Defined Tables page, specify your legislative data group in the Search section.
  3. In the Name field, enter China Default Values and click Search.
  4. In the Search Results section, click the China Default Values link.
  5. Click Next.
  6. Click Edit.
  7. In the Effective As-of Date field, enter a date from which you want your record to start from.
  8. Under the User-Defined Table Values section, click the Create icon.
  9. Select the value that you want to set up and click OK.
  10. In the Value field, enter a value.
  11. Click Save.
  12. Repeat the steps 8 through 11 to create additional values, if required.
  13. Click Submit.

Key Resources

Watch China Localization - Enhanced Payroll Support Readiness Training

HSDL Templates for Creating Personal Deduction Cards in Bulk

You can use these delivered HCM Spreadsheet Data loader (HSDL) templates to create personal deduction cards in bulk.

Delivered HSDL Templates

Template

Use To

CN Personal Card and Association Information Management

Create card, aggregation information component, association, and association details

CN Individual Income Tax Management at Personal Card Level

Create component, component details, value definitions, and values for individual income tax calculation

CN Social Security Management at Personal Card Level

Create component, component details, value definitions, and values for social security calculation

CN Personal Card and Association Information Management

Watch a Demo

Steps to Enable

Create Use Case:

Let’s look at an example of how to simplify the CN Personal Card and Association Information Management template for the Create use case.

  1. From the Navigator, select Data Exchange under My Clients Groups.
  2. Under HCM Spreadsheet Data Loader, click Spreadsheet Templates.
  3. On the Spreadsheet Templates page, search for the China localization delivered templates by entering CN in the search field.
  4. Select the template that you want to copy.
  5. Click the Actions down arrow and select Copy

  1. In the Copy Template dialog box, specify a name for the template in the Name field.
  2. From the Legislative Data Group list, select a legislative data group.
  3. Click OK.

  1. For the generated template copied from a delivered template, click Design.

  1. Click the Advanced Options for Attribute Definition icon.

  1. For the EffectiveStartDate attribute of the component, select the effective start date of the calculation card from the Existing selected attribute list.
  2. Deselect the Include in Spreadsheet check box. This step ensures that the effective start date of the card component is same as that of the calculation card and hides the effective start date attribute from the template.

  1. Repeat steps 11 and 12 for the Effective Start Date attribute of the Card Association object.

Tips And Considerations

The templates include the Effective Start Date attribute for each object because you can use these templates for both the Create and Update use cases. However, in the Create use case, all the Effective Start Date attributes in one row must have the same date, preferably the employee’s hire date. These spreadsheet templates are highly configurable. You can copy the delivered template and simplify it by creating default values for the legislative data group. You can map the effective start date of the child business objects to be the same as that of the parent business object within the template.

When using the templates in the Update use case, you need to pay special attention to the Effective Start Date attribute. If you do not want to update an existing record, you can continue to use its effective start date. If you want to update an existing record, then you must specify the effective start date for the new record.

For example, an employee who is hired on January 5, 2019 is entitled to 10% special tax reduction. Effective from July 1, 2019, the employee is entitled to 20% special tax reduction. On the hire date, the employee received the calculation card, tax component, and component details with an effective start date of 2019/1/5. When using the delivered tax template to update the special tax rate, the effective start date for the tax component and component details is still 2019/1/5, and the effective start date for 0.2 special tax rate is 2019/7/1. Depending on your use case, you may create a custom template, which is simpler and easier to use.

Key Resources

Watch China Localization - Enhanced Payroll Support Readiness Training

Continuous Tax Calculation Updates

Accumulative Tax Withholding Method Made as the Default Method Effective from January 1, 2019

This change does not impact your existing tax calculation method setup by territory on your payroll statutory unit statutory deductions card. For any new territory, or any new China payroll implementation, you are no longer required to set up Accumulative Withholding Method as the tax calculation method to use for a territory on the PSU statutory deductions card effective from January 1, 2019.

Let's look at an example of how the tax reporting unit (TRU) calculates the tax for an employee who is hired in February 2019. There is no PSU statutory deductions card set up for the PSU. In the hiring month, which in this case is February 2019, the employee is taxed using the accumulative withholding method by the tax reporting unit. The following screenshot illustrates this example.

Employee Taxed Using the Accumulative Withholding Method by the Tax Reporting Unit in the Hiring Month

Tax Exemption Calculation When the Employee Switches from One Payroll to Another

Use the month-to-date balance dimension instead of period-to-date balance dimension in tax calculation. In situations where the employee changes payroll in the middle of a calendar month, and gets paid in both the payrolls with the tax withheld and reported under the same tax reporting unit, the 5,000 yuan monthly tax exemption will be given only once for the month and not for each payroll. That is, only 5,000 yuan tax exemption amount will be given to the employee instead of 10,000 yuan.

In this example, it is the employee’s second pay period within a tax year. So, the tax exemption YTD amount should be 10,000 yuan. In the tax month, the employee switched from one payroll to another, and got paid by both the payrolls. However, there was no change to the employee’s tax reporting unit. Reviewing the run results of the Regular Tax element in both payroll runs, you can see that the same tax exemption YTD amount 10,000 yuan is used in the tax calculation. The following screenshot illustrates this example.

Same Tax Exemption YTD Amount of 10,000 Yuan Used for Tax Calculation in Both Payroll Runs

Include the Termination Date in the Tax Exemption Amount Calculation

According to the tax law, the monthly tax exemption amounts are allocated to an employee during the period of employment with the company. So, no monthly tax exemption amount should be given to the employee beyond the termination date.

In this example, the employee has been paid since January 1, 2019, but is terminated in March 2019. In the fourth pay period of 2019, which has pay period start and end date as March 1 and March 31, 2019, respectively, and the payroll run date as April 1, the tax exemption YTD amount used is 15,000 yuan, not 20,000 yuan. In other words, though the income was declared in the month of April, because the employee was terminated in March, the 5,000 yuan monthly tax exemption amount for the month of April is not granted to the employee. The following screenshot illustrates this example.

Termination Date Included in the Tax Exemption Amount Calculation

Steps to Enable

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

Payroll for Kuwait

Payroll for Oracle Human Capital Management 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.

Check TRU in Payroll Validation Report

You can use data validation reports to identify employees whose data may not be statutorily compliant, so that you can fix these before running any dependent process or report.

An additional validation has been added in the Payroll Data Validation Report for you to identify if the tax reporting unit associated to an employee is missing or invalid. This would impact the automatic creation of a social insurance or gratuity calculation card. The application generates a message to highlight the missing or invalid data.

If you see this message, go to Setup and Maintenance and find the task Manage Legal Reporting Unit HCM Information. Search for the legal reporting unit that has not been marked as a tax reporting unit. With the name of the legal reporting unit highlighted, click on the Manage Legal Reporting Unit Classification tab, where you can now classify the legal reporting unit as required.

Manage Legal Reporting Unit HCM Information

Steps to Enable

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

HSDL Template for Kuwait Social Insurance Calculation Card Creation

Calculation cards are typically created automatically, if all conditions are met, through the pages, or using HCM Data Loader (HDL) loading.

A new user-friendly mode of creating calculation cards is now introduced, which uses HCM Spreadsheet Data Loader (HSDL) templates. This allows you to create cards for single or multiple people similar to HDL. You can find these templates in My Client Groups - Data Exchange - HCM Spreadsheet Loader - Run Spreadsheet Data Loader.

You can use the KW Employee SI Card template to create social insurance cards with basic information like citizenship, registered for social insurance or not, and exception type. Use the KW Employee Gratuity Card template to create Gratuity cards with basic information like override amount.

This is how you can run these templates to create your cards:

  1. Click on the Actions menu and select Run in Debug Mode.

  2. Sign in with your credentials.

  3. To create a social insurance card for example, enter the mandatory information like effective start date, LDG name, assignment number, and TRU name.

  4. Go to the Spreadsheet Loader tab in the spreadsheet and click Create Data Set.

  5. Enter the required information.

  6. Go to the Spreadsheet Loader tab in the spreadsheet and click More.

  7. Click Upload.

Steps to Enable

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

Payroll for Qatar

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

Check TRU in Payroll Validation Report

You can use data validation reports to identify employees whose data may not be statutorily compliant, so that you can fix these before running any dependent process or report.

An additional validation has been added in the Payroll Data Validation Report for you to identify if the tax reporting unit associated to an employee is missing or invalid. This would impact the automatic creation of a social insurance or gratuity calculation card. The application generates a message to highlight the missing or invalid data.

If you see this message, go to Setup and Maintenance and find the task Manage Legal Reporting Unit HCM Information. Search for the legal reporting unit that has not been marked as a tax reporting unit. With the name of the legal reporting unit highlighted, click on the Manage Legal Reporting Unit Classification tab, where you can now classify the legal reporting unit as required.

Manage Legal Reporting Unit HCM Information

Steps to Enable

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

Payroll for Saudi Arabia

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

SA - Employer GOSI Subsidy Calculation - Classifications

Full GOSI contributions from both employee and the employer need to be calculated and paid to the General Office for Social Insurance (GOSI) each month.

If an employee does not have enough earnings for the full employee GOSI contributions to be deducted, the employer is obliged to pay the remaining contributions on the employee’s behalf. To manage this calculation, the element template for voluntary deductions has now been enhanced with new secondary classifications:

  • GOSI Arrears
  • Saned Arrears

You can use these to create the required elements, associated objects, and balance feeds that will help you with the subsidy calculation.

Steps to Enable

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

Payroll for the United Arab Emirates

Payroll for Oracle Human Capital Management 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 business practices and comply with its statutory requirements.

Sharjah Social Security Fund

The Sharjah Social Security Fund (SSSF) manages the contributions, pensions and end-of-service benefits for UAE citizens who works for any type of employer based in the emirate of Sharjah. Employers can now select Sharjah Social Security Fund as the social insurance or pension fund they wish to use to ensure that the appropriate statutory deductions are being calculated for their employees. A gratuity calculation card will not be automatically created when an employee in SSSF is terminated.

Manage Legal Entity Calculation Cards

Social insurance contributions are based on these factors:

  • Fund type: SSSF, ADRPBF, and GPSSA.
  • Fund sector: Government and private. For the government sector, calculations are based on Subject to Social Insurance. For the private sector, calculations are based on the contributory salary. This contributory salary is set once and can be reviewed using the Social Insurance Calculation card.

The social insurance contribution rates are defined across sectors:

  • Employer contribution: 15%
  • Employee contribution: 5%

Let's take a look at the social insurance contributions during unpaid and sick leaves:

  • Unpaid leave: Similar to GPSSA, the employee is responsible for paying both the employee and employer contributions.
  • Sick leave: Similar to ADRPBF and GPSSA, the employee pays social insurance contributions only on the actual pay that is subject to social insurance for that period. However, the employer contribution is based on the amount that is subject to social insurance for that period before any deductions for sick leave.

Steps to Enable

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

HSDL Template for UAE Social Insurance Calculation Card Creation

Calculation cards are typically created automatically, if all conditions are met, through the pages, or using HCM Data Loader (HDL) loading.

A new user-friendly mode of creating calculation cards is now introduced, which uses HCM Spreadsheet Data Loader (HSDL) templates. This allows you to create cards for single or multiple people similar to HDL. You can find these templates in My Client Groups - Data Exchange - HCM Spreadsheet Loader - Run Spreadsheet Data Loader.

You can use the AE Employee SI Card template to create social insurance cards with basic information like citizenship, registered for social insurance or not, and exception type. Use the AE Employee Gratuity Card template to create Gratuity cards with basic information like override amount.

Available Templates

This is how you can run these templates to create your cards:

  1. Click on the Actions menu and select Run in Debug Mode.

  2. Sign in with your credentials.

  3. To create a social insurance card for example, enter the mandatory information like effective start date, LDG name, assignment number, and TRU name.

  4. Go to the Spreadsheet Loader tab in the spreadsheet and click Create Data Set.

  5. Enter the required information.

  6. Go to the Spreadsheet Loader tab in the spreadsheet and click More.

  7. Click Upload.

Steps to Enable

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

Payroll for the United Kingdom

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

Teachers' Pensions - Additional Pension Contributions

You can create an Additional Pension Contributions element for an employee to process the contributions correctly. You can associate each additional contribution type with a final salary or defined benefit main pension scheme (or both).

Use the enhanced element template for the primary classification Pre-Statutory Deductions with the secondary classification Additional Pension Contributions Pre-Statutory.

You can select the parent pension scheme while creating the element:

You can create the required elements and associated objects for Teachers’ Pensions-specific additional pension contributions such as:

  • Additional Pension Contributions
  • AAB Buyout
  • Teachers' Additional Voluntary Contributions
  • Faster Accrual
  • Previous Added Years
  • Family Benefit Contributions
  • Former Higher Salary Contributions - TR22 Election
  • Preston Part-Time Buy-Back Contributions

You must select one of the predefined contribution types for accurate reporting. If you select the value Not Applicable, the application creates an element and associated objects. But this includes only the minimum information required, for example, basic input values on the element.

Steps to Enable

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

LGPS Main Pension Scheme

You can generate pension elements and associated objects specific to the local government pension scheme (LGPS), and calculate pension deductions based on the appropriate earnings tier.

When you create the element, select primary classification Pre-Statutory Deductions, and secondary classification Pension Plan Pre-Statutory.

A new rule is added to the element template, that is, What is the employer type for pension calculations? You can select one of these options:

  • Civil Service
  • Local Government
  • Private Sector

For LGPS, select Local Government and enter the normal retirement age.

Once the element is created, all the associated objects and the related balance types are created.

You can add the LGPS component to the Benefits and Pensions calculation card with a reference code, and create the LGPS component details:

You can select the check box for 50/50 section in the LGPS Details, if required.

Steps to Enable

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

Teachers' Pension - Main Pension Scheme

You can generate pension elements and associated objects specific to the teachers' pension scheme, and calculate pension deductions based on the appropriate earnings tier.

When you create the element, select primary classification Pre-Statutory Deductions, and secondary classification Pension Plan Pre-Statutory.

A new rule is added to the element template, that is, what is the employer type for pension calculations? You can select one of these options:

  • Civil Service
  • Local Government
  • Private Sector
  • Education Authority

If you select Education Authority, an additional rule to select the pension category is available.

You can select the appropriate TPS pension category and the retirement age.

Once the element is created, all the associated objects and the related balance types are created.

Steps to Enable

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

End of Year P60 for Leavers

You can use the new parameter in the Run End of Year P60 process to provide a paper P60 to employees who have left the organization.

To automatically produce paper-only P60 for such employees, you can set this parameter Paper P60 for Leavers After Tax Year End to Yes.

Steps to Enable

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

Average Weekly Earnings Display

You can view the calculated Average Weekly Earnings (AWE) that will be used for absence calculations when you create and enter a new absence element for employees. Currently, you can use this for only for the new absence elements and not for the existing elements.

When an absence is entered with a new element, the Average Weekly Earnings are displayed on the Absences calculation card.

Steps to Enable

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

Payroll for the United States

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

Involuntary Deduction Contact Information Comments Enhancement

We have made it easier for you to track your employees’ involuntary deductions. On the US Involuntary Deduction Contact Information calculation component detail, we have increased the limit on the Comments field to 4000 characters.

Steps to Enable

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

Key Resources

Watch Payroll for the United States Readiness Training

Oracle Cloud Human Capital Management for the United States: Payroll Involuntary Deductions (Doc ID 1597039.1)

Contribution Limit Recognition Across 401 (k) and 403 (b) Plans

We have enhanced limit enforcement for your employees’ deferred compensation plan contributions.

This feature applies to employees contributing to any combination of the following plans:

  • Standard 401 (k) or Roth 401 (k)

  • Standard 403 (b) or Roth 403 (b)

When an employee contributes to more than one of these plans, the payroll process now recognizes the deferred compensation annual limit across all of them.

Steps to Enable

New 401 (k) and 403 (b) elements automatically receive this enhancement.

To update existing elements, use the Manage Elements task to modify their processing priorities.

Tips And Considerations

If your employee is eligible to contribute to multiple plans, and you defined their 401 (k) catch-up element prior to Release 20A, you must update the processing priority for the following:

  • Base 401 (k) catch-up element

  • Calculator indirect element

  • Results indirect element

Use the Manage Elements task to change their processing priority from 4760 to 4755.

Key Resources

Watch Payroll for the United States Readiness Training

New Run Results for Involuntary Deductions

To assist with the reconciliation of your involuntary deduction calculations, new run results have been added to the CalculationInfo1 and CalculationInfo2 input values on the calculator shadow element. CalculationInfo1 shows information related to total owed balances, calculation rules, multiples allowed rule, the not allowed rule, and for federal tax levies, information for the deductions at time-of-writ calculations. If the information exceeds the character count, the remainder appears in CalculationInfo2.

Here’s how they’re used:

In This Case

This Is the Run Result Value

For Example

Involuntary deductions subject to a total owed balance

Returns this run result once the order has been satisfied:

TotalOwed=<total owed amount>/<total amount accrued>

TotalOwed=200/200

States that don’t allow certain types of involuntary deductions, such as a Texas garnishment or a South Carolina creditor debt

Returns this run result:

OrderNotAllowed

 

States with multiple legislative rules to determine proper calculations

Returns one of these run results:

PPCalcRule=DIRule PPCalcRule=GROSS PPCalcRule=MINWage

A New York Creditor Debt has three rules that determine the proper calculation.

If the deduction calculation uses 25 percent of disposable income, the result would be:

PPCalcRule=DIRULE

If the deduction calculation uses 10 percent of gross wages, the result would be:

PPCalcRule=GROSS

If the deduction calculation uses 30 times the state or federal minimum wage, the result would be:

PPCalcRule=MINWage

States that don’t allow multiple involuntary deductions of the same type to be processed concurrently, such as a Montana Garnishment

Returns this run result on subsequent multiple orders:

MultipleOrdersAllowed= N

 

Federal tax levies with deduction at time-of-writ overrides

Returns this run result:

DednAtWrit=<after tax flat amount>/<after-tax calculated percentage amount>/<deferred compensation calculated percentage amount>/<pretax flat amount>/<pretax calculated percentage amount>

DednAtWrit=10/10.4928/0/20/30

Steps to Enable

If you want to use these run results:

  1. Use the Manage Elements task to view your involuntary deduction calculator indirect element.

  2. If it does not include the CalculationInfo1 and CalculationInfo2 input values, run the Element Upgrade Process to upgrade all your involuntary deduction elements.

Tips And Considerations

  • These run results apply to garnishments, creditor debts, regional tax levies, and federal tax levies.
  • The calculation rule result displays for states with multiple possible legislative rules that determine the proper calculation. It may not show for all states and scenarios.
  • The results use the CalculationInfo2 input value when the information exceeds the character count for CalculationInfo1.
  • The run results use the # character is used as a separator between different results within the input value.

Key Resources

For further information refer to My Oracle Support for the following document:

  • Oracle Cloud Human Capital Management for the US: Element Upgrade Process (Document ID 2458385.1)

W-2C Register Report Enhancement for Puerto Rico and Guam

We have enhanced the W-2c Register report to include payroll data for your US territorial employees.  This report now provides you with the ability to preview data reported on the W-2cPRs and W-2cGUs before you print them.  When running this process from the Regulatory and Tax Reporting work area, select W-2cGU or W-2cPR in the Year-End Form field.

Steps to Enable

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

W-2C Employee Report for Puerto Rico and Guam Support

We have enhanced the Run W-2c Employee Report process to support the generation of Forms W-2cPR and W-2cGU.  When running this process from the Regulatory and Tax Reporting work area, select W-2cGU or W-2cPR in the Year-End Form field.

Steps to Enable

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

HR Optimizations

Workforce Rewards Transactional Business Intelligence

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

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

Compensation

Notes in Workforce Compensation

Enhance your reporting on compensation with additional attributes and metrics to report on the notes entered in the worksheet. These attributes and metrics are added to Compensation Real Time subject area.

Compensation managers and compensation worksheet managers can enter notes to individual workers in the Workforce Compensation worksheet. These notes are now made available for reporting in Compensation - Workforce Compensation Real Time subject area.

Two new folders are added as part of this enhancement.

  • Compensation Notes
  • Compensation Notes for Worksheet Manager

The following columns are available under both these dimensions.

  • Compensation Note
  • Type
  • Visibility
  • Person Event Identifier
  • Creation Date
  • Created By
  • Last Update Date
  • Last Updated By
  • Note Type Code
  • Visibility Code
  • Number Of Compensation Notes
  • Number Of Workers With Compensation Note 

Compensation Notes

Compensation Worksheet Manager

NOTE: While creating analyses using attributes from these two dimensions in conjunction with attributes from other dimensions like Compensation Budget Pools or Compensation Components you must add a metric from either or both of these two folders and a metric from the Compensation Components and Rewards Fact folder.

Similarly, while creating analyses using these two folders along with the Compensation Alerts dimension, a metric each must be added from all the relevant dimensions. Cross subject area guidelines are applicable while using these new dimensions along with the other mentioned dimensions.

Notes are truncated to 4000 characters and if rich text formats were used, they will be removed.

Also, you must apply some relevant filters while using Notes in the analysis – for the reports to perform better due to the use of CLOB (DBMS_LOB.SUBSTR) attribute in the report.

Steps to Enable

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

IMPORTANT Actions and Considerations

REPLACED OR REMOVED FEATURES

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

Product

Removed Feature

Target Removal

Replacement Feature

Replaced In

Additional Information

Compensation Removal of Benefits Group Start Process Parameter  20A      

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

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

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

Highlights of New User Interface:

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

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

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KNOWN ISSUES / MONTHLY AND STATUTORY MAINTENANCE PACK

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

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

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

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