Cloud Readiness / Oracle Workforce Rewards Cloud
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  1. OCTOBER MAINTENANCE PACK FOR 20C
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Payroll
    1. Global Payroll
        1. Data Security Support for Personal Payment Method and Payroll Relationship in HSDL
        2. Additional Database Items Support for Salary Rates Using Values Defined by Criteria
  1. SEPTEMBER MAINTENANCE PACK FOR 20C
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Payroll
    1. Global Payroll
        1. Element Rate Definition Minimum and Maximum Validation Support
        2. Rate Minimum and Maximum Limit Violation Enhancement
  1. AUGUST MAINTENANCE PACK FOR 20C
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Payroll
    1. Global Payroll
        1. Archive Results Security Enhancement for Non Person Related Reports
        2. Adjust Cost for a Person in the Responsive Pages
    2. Payroll for the United Kingdom
        1. P45, P60 and Payslips Sort Sequence
  1. Update 20C
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Benefits
    1. Benefits
        1. Benefits Service Center Improvements
        2. Alert to Remind Participants of Pending Actions
        3. More Flexibility in Extract Reporting
  5. Compensation and Total Compensation Statement
    1. Compensation
      1. Compensation Spotlight
        1. Compensation Info Can Show Changes Across Legal Employers
      2. External Data
        1. External Data HDL
      3. Grade Step Progression
        1. Grade Step Progression: Allow Multiple Step Updates on the Same Date
        2. Populate Salary from Grade Ladder Rates: Warning Messages
      4. Individual Compensation
        1. Individual Compensation Approval Notifications Can Show Input Values
      5. Salary
        1. Client List of Values for Action and Action Reason in Salary Actions
        2. Salary Range Violation Behavior Configuration
        3. Salary History Introduction
      6. Stock
        1. Stock Grants HDL
      7. Total Compensation Statement
        1. Total Compensation Statements - Generate Printable Statements (Mass Print)
      8. Workforce Compensation
        1. Updated Worksheet Page
        2. Eligibility Date Changed In Workforce Compensation
        3. Allow Managers to Access Worker Compensation Change Statements
        4. View Salary Adjustments Posted Report Amounts In Worksheet Decimal Precision
        5. View Worker Compensation Change Statement Actions
        6. Export Dynamic Calculations for Review
        7. Limit Managers Model Usages
        8. Use Dynamic Calculations on Percentage Columns
        9. Reset Budget Amounts When Unpublishing
        10. Receive Warning When Configuring Rounding Rules on Linked Columns
        11. Purge OTBI Hierarchy Table When Backing Out Associated Workforce Compensation Plan
        12. Updated Digital Certification For ADF Desktop Integration Excel
  6. Payroll
    1. Global Payroll
        1. Manage Payroll Frequency in Payroll Employment
        2. View-Only Version of Element Entries
        3. View-Only Version of Person Costing
        4. Global Search
        5. Set End Date on Element Entries When Deduction Recovered
        6. Process Results by Person Records or Object-Based Records
        7. Task Iterations Page
        8. Flow Connectors Support for User-Defined Payroll Reports
      1. Legal Employer Change Redesigned User Experience
        1. Copy Payroll Information During a Mass Legal Employer Change
        2. Copy Calculation Cards and Third-Party Payment Methods During a Legal Employer Change
      2. Payroll Flows Redesigned User Experience
        1. Flow Submission Support for UCM File Upload
        2. Redesigned User Experience Payroll Flow Pages in Data Exchange Work Area
      3. Costing
        1. Payroll Cost Account Combination Maintenance
        2. Payroll Costing Cross-Validation Rules
      4. Time and Absences
        1. Set Up Time Card Elements Using Only the Time Card Category
        2. Compensate for Rounding Losses or Gains on Daily Time and Absence Earnings Results
      5. HCM Data Loader
        1. Payroll Checklist Navigation to HCM Data Loader File
    2. Payroll for Canada
        1. User-Level Security for End-of-Year Process
        2. Update Sex (Gender) Lookup Code Values
        3. Global Transfer Uptake for Calculations Card
        4. End Date and Delete Functionality on Professional Tax Card
    3. Payroll for China
        1. Enhanced the Local and Global Transfer Task to Auto-Manage the Employees' Deduction Information Card
        2. Adjust the Balances Used in Regular Tax Calculation Via HCM Spreadsheet Data Loader
    4. Payroll for Kuwait
        1. Global Transfer Uptake for Calculation Cards
    5. Payroll for Mexico
        1. SUA Audit Files
        2. Social Security Affiliation Audit Files
    6. Payroll for Qatar
        1. Global Transfer Uptake for Calculation Cards
    7. Payroll for Saudi Arabia
        1. Global Transfer Uptake for Calculation Cards
    8. Payroll for the United Arab Emirates
        1. Global Transfer Uptake for Calculation Cards
    9. Payroll for the United Kingdom
        1. Teachers Pension Reporting
        2. Teachers Pension Errors and Warnings
        3. Global Transfer Uptake for Calculation Cards
        4. Pensions Automatic Enrollment Exceptions for Director and Limited Liability Partnerships
        5. Additional Validations for P11D Process
        6. Full Payment Submission - Additional Features
        7. LGPS Multiple Employer Rates
    10. Payroll for the United States
        1. Copy Payroll Info During a Legal Employer Change Enhancement
        2. US Territorial Enhancements for Payslip and Checks
        3. Payroll Data Validation Report
        4. Distributed Costing Enhancement
        5. Impose Organization Fees For Arizona Child Support Orders
  7. HR Optimizations
    1. Workforce Rewards Transactional Business Intelligence
      1. Compensation
        1. Currency Conversion Logic Enhancement in Compensation Subject Areas
        2. Compensation Manager Dimension in HCM Prompts Subject Area
        3. Synchronize Hierarchy - Purge and Refresh
      2. Payroll
        1. View All Payroll Flows - Active Process Dashboard
  8. IMPORTANT Actions and Considerations

October Maintenance Pack for 20C

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 Product Feature Notes
30 OCT 2020 Global Payroll Additional Database Items Support for Salary Rates Using Values Defined by Criteria

Updated document. Delivered feature in update 20C.

25 SEP 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

Data Security Support for Personal Payment Method and Payroll Relationship in HSDL

Additional Database Items Support for Salary Rates Using Values Defined by Criteria

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.

Data Security Support for Personal Payment Method and Payroll Relationship in HSDL

The application maintains data security when you load Personal Payment Method and Payroll Relationship using the HDL Spreadsheet Loader (HSDL).

When defining a template, you can now select whether to apply the logged in user security profiles, or to upload data as an elevated user.

This feature allows restriction for HSDL users to upload data based on their data security profiles.

Steps to Enable

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

Additional Database Items Support for Salary Rates Using Values Defined by Criteria

Here's the list of database items that now support salary rates using the values defined by criteria feature. For example, you can now define a salary rate based on the normal working hours of an employee, and the salary value will be displayed on HR flows such as new hires.

Database Item

Database Type

Flex Details

Assignment Flex

PER_ASG_DF

Supports assignment flex attribute, category, date, and number.

Grade Flex

PER_GRADES_DF

Supports grade flex attribute, category, date, and number.

Grade Code

PER_ASG_GRADE_CODE

N/A

Job Name

PER_ASG_JOB_NAME

N/A

Job Code

PER_ASG_JOB_CODE

N/A

Location Flex

PER_LOCATIONS_DF

Supports location flex attribute and category.

Normal Hours

PER_ASG_NORMAL_HOURS

N/A

Grade Step Name

PER_GRADE_STEP_NAME

N/A

Job Family

PER_JOB_FAMILY_ID

N/A

Enterprise Hire Date

PER_PERSON_ENTERPRISE_HIRE_DATE

N/A

Take advantage of the extended list of database items to calculate salary rates using the values defined by criteria feature. These database items enable you to calculate rates on flows, such as new hires before the assignment details of the employee are submitted. 

Steps to Enable

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

Key Resources

For more information about the database items that support the salary rates feature, see the Implementing Payroll for Global guide located in the Oracle Help Center.

September Maintenance Pack for 20C

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 Product Feature Notes
28 AUG 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

Element Rate Definition Minimum and Maximum Validation Support

Rate Minimum and Maximum Limit Violation Enhancement

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.

Element Rate Definition Minimum and Maximum Validation Support

You can validate an element rate based on minimum and maximum values. The application triggers the validation rules when the user adds or updates a rate component, such as salary. 

Define minimum and maximum validation rules for rate definitions that are based on an element. You can either define a minimum and maximum value or set these rules based on another rate definition, value, or criteria.

Minimum and Maximum Validation Rules

You can now define more complex rate validation rules for features, such as salary rates.

Steps to Enable

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

Key Resources

For more information on Rate Definitions, refer to these topics in the Oracle Help Center:

  • Rate Definitions Overview
  • Options to Configure Rate Definitions

Rate Minimum and Maximum Limit Violation Enhancement

You can now validate rates using minimum and maximum rules. On the Create Rate Definition page, you can define different limit violation actions for the minimum and maximum rules.

For example, you can configure different limit violations so that the application displays a warning message when the rate is below a minimum value. And the application displays an error message when the rate is above a maximum value.

Limit Violation Action

You can now define more complex rate validation rules for features, such as salary rates.

Steps to Enable

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

Key Resources

For more information on Rate Definitions, refer to these topics:

  • Rate Definitions Overview
  • Options to Configure Rate Definitions

August Maintenance Pack for 20C

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 Product Feature Notes
20 NOV 2020 Global Payroll Adjust Cost for a Person in the Responsive Pages

Updated document. Revised feature information.

31 JUL 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

Archive Results Security Enhancement for Non Person Related Reports

Adjust Cost for a Person in the Responsive Pages

Payroll for the United Kingdom

P45, P60 and Payslips Sort Sequence

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.

Archive Results Security Enhancement for Non Person Related Reports

You can view and update non person related archive data before you generate reports, regardless of your person security profile. For example, the UK Employer Payment Summary does not contain person related data and now, regardless of your security profile, you can view and update this information before proceeding.

Non person related archive data can be updated regardless of your person security profile.

Steps to Enable

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

Adjust Cost for a Person in the Responsive Pages

You can now perform the costing adjustments for a person costing results in the responsive pages.

Navigation: My Client Groups > Payroll >

  • Person Results

  • Search and select the person

  • Search for the task name Calculate Payroll and take action on Costing Results

  • Click Adjust Cost for a Person button

Steps to Enable

In order to enable you must enable the following profile option and should have enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option.

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

PAYROLL_ADMIN_RESPONSIVE_ENABLED

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

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

When the profile option is enabled, the Allocated Checklists self-service actions will take the user to the new self-service flows and the classic flows will no longer be available.

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.

P45, P60 and Payslips Sort Sequence

When you run the P45 and P60 processes, the output will be in the same output sequence as the payslips. No additional configuration or parameters are required.

Steps to Enable

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

Update 20C

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 Product Feature Notes
18 DEC 2020 Payroll for the United States Impose Organization Fees For Arizona Child Support Orders

Updated document. Delivered feature in update 20C.

25 SEP 2020 Compensation/Workforce Compensation Updated Digital Certification For ADF Desktop Integration Excel

Updated document. Revised feature information.

28 AUG 2020

Payroll for Canada End Date and Delete Functionality on Professional Tax Card

Updated document. Delivered feature in update 20C.

28 AUG 2020

Global Payroll Flow Connectors Support for User-Defined Payroll Reports

Updated document. Delivered feature in update 20C.

28 AUG 2020 Compensation/Total Compensation Statement Total Compensation Statements - Generate Printable Statements (Mass Print)

Updated document. Revised feature information.

26 JUN 2020

Global Payroll

Task Iterations Page Updated document. Delivered feature in update 20C.
26 JUN 2020

Global Payroll

View-Only Version of Element Entries Updated document. Revised feature information.
26 JUN 2020

Global Payroll

View-Only Version of Person Costing Updated document. Revised feature information.
05 JUN 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*

Benefits

Benefits

Benefits Service Center Improvements

Alert to Remind Participants of Pending Actions

More Flexibility in Extract Reporting

Compensation and Total Compensation Statement

Compensation

Compensation Spotlight

Compensation Info Can Show Changes Across Legal Employers

External Data

External Data HDL

Grade Step Progression

Grade Step Progression: Allow Multiple Step Updates on the Same Date

Populate Salary from Grade Ladder Rates: Warning Messages

Individual Compensation

Individual Compensation Approval Notifications Can Show Input Values

Salary

Client List of Values for Action and Action Reason in Salary Actions

Salary Range Violation Behavior Configuration

Salary History Introduction

Stock

Stock Grants HDL

Total Compensation Statement

Total Compensation Statements - Generate Printable Statements (Mass Print)

Workforce Compensation

Updated Worksheet Page

Eligibility Date Changed In Workforce Compensation

Allow Managers to Access Worker Compensation Change Statements

View Salary Adjustments Posted Report Amounts In Worksheet Decimal Precision

View Worker Compensation Change Statement Actions

Export Dynamic Calculations for Review

Limit Managers Model Usages

Use Dynamic Calculations on Percentage Columns

Reset Budget Amounts When Unpublishing

Receive Warning When Configuring Rounding Rules on Linked Columns

Purge OTBI Hierarchy Table When Backing Out Associated Workforce Compensation Plan

Updated Digital Certification For ADF Desktop Integration Excel

Payroll

Global Payroll

Manage Payroll Frequency in Payroll Employment

View-Only Version of Element Entries

View-Only Version of Person Costing

Global Search

Set End Date on Element Entries When Deduction Recovered

Process Results by Person Records or Object-Based Records

Task Iterations Page

Flow Connectors Support for User-Defined Payroll Reports

Legal Employer Change Redesigned User Experience

Copy Payroll Information During a Mass Legal Employer Change

Copy Calculation Cards and Third-Party Payment Methods During a Legal Employer Change

Payroll Flows Redesigned User Experience

Flow Submission Support for UCM File Upload

Redesigned User Experience Payroll Flow Pages in Data Exchange Work Area

Costing

Payroll Cost Account Combination Maintenance

Payroll Costing Cross-Validation Rules

Time and Absences

Set Up Time Card Elements Using Only the Time Card Category

Compensate for Rounding Losses or Gains on Daily Time and Absence Earnings Results

HCM Data Loader

Payroll Checklist Navigation to HCM Data Loader File

Payroll for Canada

User-Level Security for End-of-Year Process

Update Sex (Gender) Lookup Code Values

Global Transfer Uptake for Calculations Card

End Date and Delete Functionality on Professional Tax Card

Payroll for China

Enhanced the Local and Global Transfer Task to Auto-Manage the Employees' Deduction Information Card

Adjust the Balances Used in Regular Tax Calculation Via HCM Spreadsheet Data Loader

Payroll for Kuwait

Global Transfer Uptake for Calculation Cards

Payroll for Mexico

SUA Audit Files

Social Security Affiliation Audit Files

Payroll for Qatar

Global Transfer Uptake for Calculation Cards

Payroll for Saudi Arabia

Global Transfer Uptake for Calculation Cards

Payroll for the United Arab Emirates

Global Transfer Uptake for Calculation Cards

Payroll for the United Kingdom

Teachers Pension Reporting

Teachers Pension Errors and Warnings

Global Transfer Uptake for Calculation Cards

Pensions Automatic Enrollment Exceptions for Director and Limited Liability Partnerships

Additional Validations for P11D Process

Full Payment Submission - Additional Features

LGPS Multiple Employer Rates

Payroll for the United States

Copy Payroll Info During a Legal Employer Change Enhancement

US Territorial Enhancements for Payslip and Checks

Payroll Data Validation Report

Distributed Costing Enhancement

Impose Organization Fees For Arizona Child Support Orders

HR Optimizations

Workforce Rewards Transactional Business Intelligence

Compensation

Currency Conversion Logic Enhancement in Compensation Subject Areas

Compensation Manager Dimension in HCM Prompts Subject Area

Synchronize Hierarchy - Purge and Refresh

Payroll

View All Payroll Flows - Active Process Dashboard

>>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.

Benefits Service Center Improvements

We made improvements to these features in Benefits Service Center to simplify administration:

  • Person Type Information
  • Enrollment Kit Report
  • Beneficiary Override

Person Type Information

You can now see participant's person type information, such as Participant, Employee, Ex Worker, Dependent, or Beneficiary in the Person Info page in Benefits Service Center. Person type is dependent on the effective date. You can see the effective date and validity of the person type on the Person Info page. This enables you to easily address eligibility-related and other questions from participants. 

For example, consider a person who started as an employee in your organization on September 14, 2001. The person became a participant on January 1, 2010. So, as of April 3, 2020, the Person Info page shows Employee and Participant as the person types along with their validity details. Because both the person types are still active, you don’t see the validity end date.

Person Info Page

Person Info Page

Enrollment Kit Report

Participants who don’t have access to the self-service pages can use the Enrollment Kit report to make their benefit elections manually. Previously, this report was available only in the classic pages. Now it's available in the responsive pages as well.

If you have previously used this report, your setup is retained and you don’t have to do any rework. If you would like to add any additional text or pull any additional data into the report, see the Benefits Customization Guide (Document ID: 2100688.1) for more information.

This report is available when the participant has a life event in the Started status and hasn’t made any explicit enrollments to the eligible programs and plans. You can download and share this report with the participants. When they return the filled up report, you can enter their selections in Benefits Service Center. The report contains the details of the electable choices, list of dependents who can be designated, and the details of the beneficiaries. The report shows electable data until the administrator or the participant makes explicit enrollment.

Enrollment Kit Report

Here's how you view the Enrollment Kit report:

  1. Open the Benefits Summary page of the participant in the Benefits Service Center.
  2. In the Evaluated Life Event section, click Actions > Print Enrollment Document.
  3. Share the report with the participant.

Beneficiary Override

When you close a life event for a participant, the beneficiary percentage allocations for various plans must add up to 100%. If they don’t add up, you must correct the beneficiary percentage allocations for the previously closed life events. You can now correct the incorrect beneficiary percentage allocations using the Override Enrollment option in the Enrollment work area. You no longer need to request or run a script to do this. 

Consider the following example where the participant has three beneficiaries with the following allocations:

Before Reallocation:

Beneficiary

Type

Allocation

You Primary 50%

John Gorman

Primary 20%
Christy Primary 20%

Daniel Grayson

Primary 10%

Because of the age factor, John Gorman drops off and the carry forwarded beneficiary allocation looks like this:

After Carry Forward:

Beneficiary

Type

Allocation

You

Primary

50%

Christy

Primary

20%

Daniel Grayson

Primary

10%

If you try to close the life event now, you get an error. You must adjust the allocation to add up to 100% as shown below:

After Reallocation:

Beneficiary

Type

Allocation

You

Primary

50%

Christy

Primary

30%

Daniel Grayson

Primary

20%

You can’t use this new functionality to create or close any beneficiary action items where primary and contingent allocation changes occur. Also, you can’t use it to undesignate an existing beneficiary or to designate a new beneficiary.

Here's how you correct the allocations:

  1. In the Enrollments tab in Benefits Service Centre, select Override Enrollment on the Actions menu.
  2. In the Override Enrollment page, scroll to the Beneficiaries section.

Override Enrollment Page

  1. Correct the allocations for each beneficiary until you see 0% left for allocation.

You can back out and reprocess the life event once you correct the beneficiary allocations.

Steps to Enable

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

Key Resources

Watch Enhanced Administrative Features Readiness Training

Alert to Remind Participants of Pending Actions

You can now use the improved Summary of Elections at Open Enrollment alert and template to remind participants that they have pending actions. For example, if a benefits enrollment requires participants to upload documents, the email alert reminds them to do so. Along with the summary of the selected benefits, participants can now see the pending actions too. The notification also provides a link to the Pending Actions self-service page so that participants can quickly get to that page and complete their actions.

Sample Email Notification

For first time users of this template:

You can use the template that we provide out of the box or modify it to meet your business needs. For example, you can change the template’s font style and add your company logo and hyperlinks of your website. You can test the modified template to ensure that everything works well before you send it to the participants. You can also change when and how scheduled alerts are sent to the users, and so on.

If you're already using this alert from a previous release, you don't need to do any additional setup. If not, you need to make sure you do these steps to enable the alert:

  1. Click Navigator > Tools > Alert Composer.
  2. On the Alert Composer page, you can select and configure the BEN_ELECTIONS_SUMMARY template that we have delivered. 

NOTE: You can elect to enable all the notifications we provide or enable only the ones you want to use.

Steps to Enable

If you're already using this alert from a previous release, you don't need to do any additional setup. If not, you need to make sure you do these steps to enable the alert:

  1. Click Navigator > Tools > Alert Composer.

  2. On the Alert Composer page, you can select and configure the BEN_ELECTIONS_SUMMARY template that we have delivered. 

NOTE: You can elect to enable all the notifications we provide or enable only the ones you want to use.

Key Resources

For more information see the following:

More Flexibility in Extract Reporting

You can now have more flexibility in extract reporting by using the new Database Item groups (DBI groups) and the Database Items (DBIs) that we added to the existing 15 user entities. We now support DBI's for the following most common fields in Benefits through HCM Extract:

  • Plan
  • Program and Option Short Codes
  • Short Name
  • Person Habits Effective Start Date and End Dates

We’ve also delivered the following WHO columns from the 20 Benefits transaction tables to the same 15 existing user entities:

  • Creation Date - CREATION_DATE
  • Created by - CREATED_BY
  • Last Updated Date - LAST_UPDATE_DATE
  • Last Updated By - , LAST_UPDATED_BY
  • Last Updated Login - LAST_UPDATE_LOGIN

To see the extract report, submit the extract, and open the Reports and Analytics work area. Check the Last Updated Date and data for the other new columns, such as Last Updated By, Created By, and so on. You have now more flexibility in filtering the data in the reports. For example, you can filter the data to include updates over the last three or six months. Alternatively, you can export historical enrollments up to 24 months.

We added seven new user entities to the Employees DBI:

  • Flex Credits Pool Choice Information – BEN_EXT_HIST_ELIG_FLEX_CRDT_POOL_CHC_UE
  • Flex Credits Ledger Information – BEN_EXT_HIST_FLEX_CRDT_LDGR_UE
  • Potential Life Event Data – BEN_EXT_HIST_PTN_LER_FOR_PER_UE
  • Person Life Event Data – BEN_EXT_HIST_PER_IN_LER_UE
  • Participant Legal Disclaimer Data
  • Person Benefits Balance Date – BEN_EXT_HIST_PBB_UI
  • Primary Care Physician Information – BEN_EXT_HIST_PCP_UE

You can use the new fields to build your own carrier extracts to send your enrollment information from your organization or plan sponsor to the carrier or insurance provider. Also, you can now send your enrollment information using the ANSI 834 format.

Steps to Enable

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

Key Resources

Watch 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.

Compensation Spotlight

Compensation Info Can Show Changes Across Legal Employers

You can now see compensation info across legal employers. Earlier, you had to use the assignment switcher to view compensation details for previous legal employers.

Compensation Info Action for Line Manager and HR Specialists Showing the Consolidated Details Across Multiple Legal Employers

My Compensation Action Showing the Consolidated Details Across Multiple Legal Employers

Steps to Enable

You need to enable this profile option:

Field

Value

Profile Option

ORA_CMP_CARD_DISPLAY_GT_HISTORY

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

  1. Search for and click the Manage Administrator Profile Values task.
  2. Search for and select the profile option.
  3. Set the Level to Site.
  4. In the Profile Value field, enter Y.
  5. Click Save and Close.

Tips And Considerations

  • For individuals to view their compensation info across changes of legal employer, you need to link their source and target assignments. Refer to the Key Resources section for supporting documentation.
  • To differentiate suspended and inactive assignments, the business titles of these assignments end with the status, for example, Inactive – Payroll Eligible.
  • This consolidation of information happens in Salary, Individual Compensation, and Stock sections of the My Compensation and Compensation Info actions.

Key Resources

For more information about linking source and target assignments, refer to the Linking Source and Target Assignments for a Legal Employer Change feature in the Global Human Resources What's New for 20B.

External Data

External Data HDL

We've made it easier for you to load or schedule external data using HCM Data Loader (HDL). Previously only spreadsheet load was available.

Steps to Enable

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

Key Resources

For more information, see the Oracle Human Capital Management Cloud Integrating with HCM chapter about Loading Compensation Objects that can be found in the Oracle Help Center.

Grade Step Progression

Grade Step Progression: Allow Multiple Step Updates on the Same Date

You can now configure the batch error condition for grade step progression to allow multiple step updates on the same date. Previously, the batch process generated an error message when it found an existing assignment grade step record on the same date as the date of the proposed progression. Here's an example of the error message:

Error Message When There's an Existing Assignment Grade Step on the Same Date as the Proposed Progression

With this update, you can allow step updates on the same date as an existing assignment grade step record. In this case, the existing row is updated with the new information. You can review the information on the Review Proposed Progressions and Salary Updates page. When you look at the details for an assignment, you see the current and proposed values. The Effective Start Date value can now be the same for the current and proposed step. You can see an example of this scenario in this image. The grade is Nurse 2 and the current step is 1. The proposed step for the same effective date is 2.

Proposed Step on Same Date as Existing Grade Step Record

When you accept the proposed progression, or the batch process automatically accepts it, the assignment is updated with same date and a new sequence. After the acceptance, you see two assignments with the same effective date, as shown here.

Employment Info Page, Employment History Section Showing 2 Assignments on the Same Date

You can't see the historical step attribute when you view older records for assignment rows with the same date because you always see the current step for that date. History is maintained for all the attributes stored on the assignment record. The step attribute, however, is stored on the assignment grade step record, which doesn't have a sequence. So, history isn't maintained for the assignment grade step attribute because it was overwritten.

In this example, the employment history row with action Automated Grade Step Progression is the most current assignment row for March 16, 2020. The employment history row with action Transfer is the previous row for March 16, 2020, and had a value of step 1 before the grade step progression process ran. When you view the Transfer row, you see step 2 because it's the step that's associated with the more current Automated Grade Step Progression action.

Historical Assignment Showing Prior Step Value Overwritten with Current Step Value

Steps to Enable

  1. In Setup and Maintenance, click the Configure Global Compensation Settings task:
    • Offering: Compensation Management
    • Functional area: Base Pay
  2. Scroll to the Grade Step Progression section of the page.
  3. Under the heading Batch Error Conditions for Assignment Date, deselect the Error when grade step record exists with the same date check box.

Configure Global Compensation Settings

Key Resources

For more information, see the Implementing Workforce Compensation guide, Chapter 4 - Grade Step Progression in the Oracle Help Center.

Populate Salary from Grade Ladder Rates: Warning Messages

The responsive HR actions now include warning messages that give an explanation about why a salary can't be updated from the progression grade ladder rates. Previously the messages were only included on classic pages.

If a condition prevents the salary from being updated, you see a warning message in the Salary section of the page. When you're performing an action that updates an assignment, such as Change Assignment and Promote, you see the message as soon as you enter the Salary section. When you're performing an action that creates an assignment, such as Hire and Add Assignment, the warning appears after you select the salary basis in the Salary section.

Here's an example of a warning in the Change Assignment action. In this example, the proposed salary is less than the current salary. You can continue by submitting the change without including a salary update. Or, you can manually update the salary before submitting the change.

Change Assignment Action with Salary Warning Message

Steps to Enable

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

Tips And Considerations

  • Salary can only be populated from grade ladder rates if the Salary section is included in the action. If you don't include the Salary section in your action, you won't see the warning messages.
  • If there's more than one reason for the salary not populating, you only see the message for the first reason encountered.

Key Resources

For information on how to populate salary from grade ladder rates, refer to these resources:

Individual Compensation

Individual Compensation Approval Notifications Can Show Input Values

You can now include input values in the Oracle Business Intelligence Publisher notifications for individual compensation actions, such as Manage Personal Contribution, Individual Compensation, and Administer Individual Compensation. This way, approvers can view all the proposed input values and not just the value entered for primary input value.

Manage Contributions Page Where an Individual Proposes a Onetime Personal Contribution

Approval Notification with All of the Proposed Input Values for the New Award of the Onetime Personal Contribution

Approval Notification with All of the Input Values for the Updated Award of the Onetime Personal Contribution

Approval Notification with All of the Input Values for the Deleted Award of the Onetime Personal Contribution

Individual Compensation Page Where a Line Manager Proposes a Recurring Allowance Award

Approval Notification with All of the Proposed Input Values for the New Award of the Recurring Allowance

Steps to Enable

You need to enable this profile option:

Field Value Description

Profile Option

ORA_CMP_BIP_IC_SHOW_INPUT_VALUES

Display all input values in Individual Compensation BI approval notifications

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

  1. Search for and click the Manage Administrator Profile Values task.
  2. Search for and select the profile option.
  3. Set the Level to Site.
  4. In the Profile Value field, enter Y.
  5. Click Save and Close.

Tips And Considerations

The improved notification is part of workflow notifications associated with these tasks: Manage Personal Contribution, Manage Compensation, and Administer Individual Compensation. The notification includes the values stored in the input values columns and not the meaning or descriptions when the values use validations, such as Lookup Type, Value Set, and Validation Source.

Key Resources

For more information, see Workforce Rewards What's New for 20B. Look under Compensation and then at the feature Individual Compensation Approval Notification Enhancements.

Salary

Client List of Values for Action and Action Reason in Salary Actions

You can now get relevant action and action reason suggestions as you start typing in the fields on responsive salary pages.

Change Salary Action Page Showing the Action Field Choice List Values That Contain the Typed in Characters

Change Salary Action Page Showing the Reason Field Choice List

Salary History Action, Add Salary Page Showing the Action Field Choice List Values that Contain the Typed Characters

Salary History Action, Add Salary Page Showing the Reason Field Choice List

Also, you see only the values that are mapped to the country of the worker’s legal employer when you change salary on the responsive pages. The same happens when you view salary history on responsive pages.

No Action Found Because It's Not Mapped to the Country of Worker’s Legal Employer

Action Found Because It’s Mapped to the Country of Worker’s Legal Employer

And, you see only the values mapped to your role when you change salary or view salary history on responsive pages.

No Action Found When You're Changing Salary Because It’s Not Mapped to Your Role

Action Found When You're Changing Salary Because It’s Mapped to Your Role

Steps to Enable

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

Tips And Considerations

  • Edit any actions that are country-specific and identify the applicable country or countries. Use the Configure Actions task in the Compensation work area.

The Edit Action Page for the Special Merit Increase Action Showing That It's for Just the United States

The Edit Action Page for the Special Merit Increase Action Showing That It's for the Human Resource Specialist and Compensation Manager Roles

  • Similarly use the Action Reasons task in the Compensation work area, to map a reason to a country, role.
  • If you customized the responsive salary pages to make Action or Reason mandatory, you are affected by this enhancement. The old components are replaced with the new client list of values and you need to redo your customizations.

How to make the Action field read-only on the Change Salary action page

  1. Start in a sandbox, that has HCM Design Studio, Page Composer tools.
  2. Navigate to My Client Groups > Quick Actions > Change Salary.
  3. Search for and select a person.
  4. On the Change Salary page, click Edit Pages.
  5. In the When and Why section, select the What’s the action name? field.
  6. Next to secureInputSearch, click Edit Components.

  1. Click inputSearch: Action.
  2. On the toolbar, click Edit Components.

  1. For the Read Only property, select Expression Builder.
  2. In the Type a value or expression field, enter true.

  1. Save and close all.
  • Verification

Invoke Change Salary from My Team > Quick Actions

You need to follow similar steps to make the action read-only on the Salary History page too.

How to make the Action Reason field required on the Change Salary action page

  1. The trick here is to make the action reason mandatory only after the person selects the action.
  2. Start in a sandbox, that has HCM Design Studio, Page Composer tools.
  3. Navigate to My Client Groups > Quick Actions > Change Salary.
  4. Search and select a person.
  5. On the Change Salary page, click Edit Pages.
  6. In the When and Why section, select Why are you changing the salary for CmpAdm RJ?.
  7. Next to secureInputSearch, click Edit Components.

  1. For the Required property, select Expression Builder.
  2. In the Type a value or expression field, enter true. An asterisk appears before the label name.

Here's how you make the reason selection mandatory based on action.

  1. Click the action reason List of Values field.
  2. On the toolbar, click Edit Components.

  1. For the Required property, select Expression Builder.
  2. In the Type a value or expression field, enter #{bindings.RestActionId.inputValue != null}

  1. Save and close all.
  • Verification

Invoke Change Salary from My Team > Quick Actions

You need to follow similar steps to make the reason mandatory on the Salary History page too.

Key Resources

For more information, see these What's New features:

  • Global Human Resources What’s New for this 20B feature:
    • Client List Of Values For Action And Action Reason
  • Global Human Resources What’s New for these 20C features:
    • Country-Specific Action and Action Reasons
    • Role-Specific Action and Action Reasons

Role Information

When using custom roles, make sure you inherit these privileges:

  • Aggregate privilege related to Client List of Values for Action, and Reason.
    • Use REST Service - Person Reference Data Lists of Values
    • ORA_PER_REST_SERVICE_ACCESS_PERSON_REFERENCE_DATA_LOVS
  • Function privilege related to Salary Basis values.
    • Use REST Service - Salary Bases List of Values
    • CMP_REST_SERVICE_ACCESS_SALARY_BASES_LOV

Salary Range Violation Behavior Configuration

You can now specify whether to allow, warn, or disallow proposed salaries that violate the salary range. For example, you don't let anyone propose salaries that are under or over the specified salary range. Or, you warn people when their proposed salaries are under or over the specified salary range.

Change Salary Action with the Error that the Proposed Salary Amount Is Outside the Defined Salary Range

Change Salary Action Error Prevents You from Submitting a Proposed Salary Amount that's Outside the Defined Salary Range

Change Salary Action with the Warning that the Proposed Salary Amount Is Outside the Defined Salary Range

Change Salary Action Showing that You Are Allowed to Submit a Proposed Salary Amount that's Outside the Defined Salary Range

Salary History Action with the Error that the Proposed Salary Amount Is Outside the Defined Salary Range

Steps to Enable

You enable the violation behavior that supports your compensation policies using the Salary Range Violation Behavior field of the salary basis. You can configure the behavior as Allow, Error, or Warn, to handle violations in various actions, such as Change Salary, Salary History. You create and edit salary bases using the Salary Basis task in the Compensation work area.

Configure Salary Range Violation Behavior as Error in Salary Basis

Configure Salary Range Violation Behavior as Warning in Salary Basis

Configure Salary Range Violation Behavior as Allowed in Salary Basis

Tips And Considerations

  • You see the violation behavior in actions like Change Salary, Salary History as well as HR actions that include the Salary section, such as Hire, Promote, Transfer.
  • The default value for the Salary Range Violation Behavior field of all existing salary bases is Warn. We don't recommend that you change it to Error for existing salary bases because you can get errors with historic data. For example, let’s say you have an existing salary basis with a salary range of $100 to $200. The salary basis is associated with a salary record for 2010 where the salary amount was $95. The salary basis is also associated with a salary record for 2015 where the salary amount was $105. When you change the violation behavior to Error and try to load salary for 2020, you can get the violation error for 2010, even though that's not the record you are correcting.
  • If you want to set the violation behavior to Error, then we recommend that you create another salary basis to use with new salaries. This way, you can avoid issues with historic data.
  • When you set the violation behavior to Warn, you don't see the warning message when you use salaries REST API, HCM Data Loader and HCM Spreadsheet Data Loader. These tools only show you errors.
  • This violation behavior isn't supported in Download Salaries, and Grate Step Progression processes.

Salary History Introduction

You can view and manage certain salaries for an assignment on the new responsive Salary History page. More specifically, you can view and compare salaries as well as see the summary and details of individual records. You can also now create, edit, or delete multiple salary records and submit all of your changes together for approval. And, you can configure the approval rules for the new Salary History to support your salary policies.

You open the Salary History page for people in your client group using the Salary History quick action. You can also use the Salary History task in the Compensation work area. On the Compensation Info page, you can use the Salary History option on the actions menu.

Salary History Page Showing the Existing Salaries

Salary History Page with the Existing Salaries Expanded to Show More Info

Step 1 on the Add Salary Page, Where You Identify When and Why

Step 2 on the Add Salary Page Where You Enter the Salary Details

Step 2 on the Add Salary Page Where You Enter the Salary Component Details

Salary History Page with the Existing Salaries Expanded and Showing that Different Types of Salary Bases Are Associated with the Different Salaries

Salary History Page with the Edit Icon Highlighted to Show How You Can Change or Delete a Salary

Edit Salary Page Where You Can Review Salary Details and Delete the Salary, if Appropriate

Salary History Page with the Change Icon Highlighted to Show that the Salary Was Changed Somehow

Salary History Page Where You Can Make Multiple Changes and Then Submit All of the Changes Together

You can make the Created By, Created On, Updated By, and Updated On fields visible using Transaction Design Studio rules.

Salary History Page with Created On, Created By, Updated On, and Updated By Fields Visible

Design Studio Setup for Salary History: Step 1, Define the Salary History Fields that Are Visible on the Landing Page

Design Studio Setup for Salary History: Step 2, Define the Salary Details Fields that Are Visible on the Details Page

Salary History Approval Notification Seen After You Click the Notification Icon

Salary History Approval Notification

New Approval Process for Salary History Action

Deep Link That Opens the Salary History Page

Steps to Enable

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

Tips And Considerations

  • The Salary History page shows salaries with amounts that people enter directly or using components. Also, it's optimized to work best when you have a limited set of components. As the number of components increases, performance decreases.
  • You can't enable the Comments and Attachments section of this page, at this time.
  • The Human Resource Specialist, Compensation Manager, and Compensation Specialist roles automatically inherit the security required to open this page.
    • Name: Manage Salary History
    • Short Name: ORA_CMP_MANAGE_SALARY_HISTORY
  • A new approval process named Salary History is available to support approval for the Salary History transactions.
  • The Change Salary approval infrastructure changed to accommodate the new Salary History approval task. If you customized your change salary approval, either the data model or notifications, you are affected and need to reassess your customizations.

Stock

Stock Grants HDL

We've made it easier for you to load or schedule loads in Stock Grants using HDL. Previously only spreadsheet load was available.

Steps to Enable

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

Key Resources

For more information, see the following chapter in the Oracle Human Capital Management Cloud Integrating with HCM in the Oracle Help Center:

  • Loading Compensation Objects

Total Compensation Statement

Total Compensation Statements - Generate Printable Statements (Mass Print)

You can now mass generate printable statements. Use the new Generate Printable Statements task that creates files of printable statements for download and printing. Files are made available for two weeks.

Generate Printable Statements

Steps to Enable

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

Role Information

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

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

Aggregate Privilege Job or Abstract Role

Generate Printable Compensation Statements

CMS_PRINT_TOTAL_COMPENSATION_STATEMENT_IN_MASS

Compensation Manager

Workforce Compensation

Updated Worksheet Page

We made a few improvements to the worksheet. We removed the horizontal line beneath the plan name and changed the collapse summary icon from an "X" to a vertical arrow.

Steps to Enable

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

Eligibility Date Changed In Workforce Compensation

The Start Workforce Compensation Cycle and Refresh Workforce Compensation Data batch processes now use the eligibility determination date in plan cycle setup for eligibility. Previously, the batch processes used the HR Data Extraction Date.

Steps to Enable

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

Allow Managers to Access Worker Compensation Change Statements

You can now allow managers to access Compensation Change Statements through My Team. Previously, managers could only access them through the Communicate task in Workforce Compensation.

From My Team> Compensation, there's a new menu action link:

New View Compensation Change Statements Menu Action

It opens a new page for Compensation Change Statements:

New Compensation Change Statements Page

It opens a new section in the responsive page:

New Section In Responsive Page for Managers

Steps to Enable

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

Access this feature by assigning or updating privileges and or job roles. See details in the Role section below.

Role Information

Assign the View Compensation Change Statements (ORA_CMP_VIEW_CMP_CHG_STATEMENT) aggregate privilege to your Line Manager role and regenerate the data role.

View Salary Adjustments Posted Report Amounts In Worksheet Decimal Precision

You can now view amounts in the Salary Adjustments Posted report in the same decimal precision as in the worksheet. Previously, the report only showed amounts to two decimal places.

Steps to Enable

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

View Worker Compensation Change Statement Actions

You can now view the status of the actions taken by workers on their compensation change statements in employee self-service. Previously, you could only do this through a BI or OTBI report.

To open the report: View Administration Reports>Status and Monitoring>Worker Statement Actions

New Worker Statement Actions Report

To use the report, you must configure the workforce compensation plan to use the centrally managed and stored option for statements and run the Process Workforce Compensation Statements process. These columns are available in the detail section of the report:

  • Worker Name
  • Legal Employer
  • Department
  • Job
  • Template
  • Visibility setting
  • Expiration Date
  • Action
  • Result
  • Date of Action
  • Manager Name
  • Manager Email
  • Manager Work Phone

You can filter the report by template and worker action results.

Steps to Enable

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

Export Dynamic Calculations for Review

You can now use the simple export to review and validate dynamic calculation conditions. Previously, review and validation were only available within the application.

New Simple Export Option

Steps to Enable

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

Limit Managers Model Usages

You can now configure which model usages will be available to managers in their workforce compensation plans. Previously, you could only allow managers to create or apply models regardless of usage.

Configurable Model Usages for Managers and Administrators

Steps to Enable

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

Use Dynamic Calculations on Percentage Columns

You can now use dynamic calculations on worksheet percentage columns. Previously, you could configure dynamic columns, but they were ignored. The following columns are available to use for all components:

  • Percentage of Eligible Salary
  • Budget Percentage - Worker
  • Compensation Percentage Minimum
  • Compensation Percentage Maximum
  • Target Compensation Percentage Minimum
  • Target Compensation Percentage Maximum
  • Target Compensation Percentage

The following columns are not supported and we've removed access to the dynamic column configuration option:

  • Percentage of Budget Pool
  • Target - Percentage Deviation

Steps to Enable

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

Tips And Considerations

Be careful when you configure dynamic calculations on percentage columns. If there's a dynamic calculation configured on the linked amount and percentage columns, you get this message when you save:

Message When Saving Dynamic Calculation

You get this message when you save and close:

Message When Choosing Save And Close

You get this message when you validate the plan setup:

Message Received When Validating Plan Setup

The dynamic calculation with the higher evaluation order is considered. We strongly recommend that you review your plan set up and remove the dynamic column configuration from one of the columns. Also, if the percentage column supports the ‘Value remains unchanged’ property we recommend you not configure a dynamic calculation on either of the linked columns.

Reset Budget Amounts When Unpublishing

You can now reset the Budget Amount, Percent, and Unpublished Amount values in the detail section of the budget sheet when you unpublish a budget. Previously, this option was not available and the results could cause confusion for budget sheet managers when unpublishing budget amounts. The new configuration option is found in the Budget Pool setup task.

New Budget Pool Setup Option

Steps to Enable

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

Tips And Considerations

  • Resetting these amounts also affects the Summary Budget Distribution Amount, Budget Distribution Percentage, and Available for Distribution values.

Receive Warning When Configuring Rounding Rules on Linked Columns

You now receive a warning message when you configure a rounding rule on a percentage column when there's already a rounding rule configured on the linked amount column.

New Warning Message on Percentage Column

Steps to Enable

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

Purge OTBI Hierarchy Table When Backing Out Associated Workforce Compensation Plan

You can now purge the OTBI hierarchy table when you select the "Full back out" option in the Back Out Workforce Compensation Data process. Previously, you had to run the Synchronize Hierarchy process with the "Purge hierarchy" option selected.

Steps to Enable

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

Updated Digital Certification For ADF Desktop Integration Excel

We updated the digital certificate associated with the ADF Desktop Integration Excel plugin. If you have the option "trusted publishers" you may need to add the new certificate to the trusted list on your target desktops. This is a one time action.

Steps to Enable

Follow the steps found in My Oracle Support (Document ID 2149821.1) - The solution cannot be installed because it is signed by a publisher whom you have not yet chosen to trust

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.

Manage Payroll Frequency in Payroll Employment

Managing payroll frequency in the payroll employment region transactions, such as new hire, allows you to add or delete information when you are required to enter other information before continuing. For example, before assigning a payroll to an employee, you may be required to enter an address but now you can delete the payroll and return to the appropriate page in the new hire flow to enter the information to continue.

Click the add button to enter payroll information on the redesigned pages.

Click the 'x' to delete existing payroll information.

Steps to Enable

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

View-Only Version of Element Entries

On the Element Entries page, you can now view the element entries in read-only mode.

Element Entries

Steps to Enable

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

Key Resources

For instructions on implementing new features in existing roles, refer to My Oracle Support for the following document:

  • Upgrade Guide for Oracle HCM Cloud Applications Security (Document ID 2023523.1)

Role Information

The following table shows the aggregate privileges that support this feature and the predefined roles that inherit them.

Aggregate Privilege Name and Code

Role

View Payroll Element Entry -ORA_PAY_ELEMENT_ENTRY_VIEW_DUTY

Human Resource Analyst

NOTE: If you’re using the predefined roles, then you don’t need to perform any further action. However, if you’re using custom versions of these roles, you must add these aggregate privileges to those custom roles to use this feature. If any of your job roles, either custom or predefined, have the Access Element Entry aggregate privilege, then all corresponding data roles must be regenerated.

View-Only Version of Person Costing

You can now access the Person Costing page in a read-only mode.

Steps to Enable

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

Key Resources

For instructions on implementing new features in existing roles, refer to My Oracle Support for the following document:

  • Upgrade Guide for Oracle HCM Cloud Applications Security (Document ID 2023523.1)

Role Information

The following table shows the aggregate privileges that support this feature and the predefined roles that inherit them.

Aggregate Privilege Name and Code

Role

View Costing for a Person - 

ORA_PAY_PERSON_COSTING_VIEW_DUTY

Human Resource Analyst

NOTE: If you are using the predefined roles, no action is necessary. However, if you are using custom versions of these roles, you must add these aggregate privileges to your custom roles to use this feature.

If any of your job roles, either custom or predefined, have the Manage Costing for a Person aggregate privilege, then all corresponding data roles must be regenerated.

Global Search

The new global search enables you to search for people and take an action directly from the global search window. On the Home page, when you search for another person, you are presented with suggested actions including payroll tasks for those people. Further, you can initiate any action that is registered as quick action.

Global Search

Steps to Enable

To enable the new HCM Global Search:

  1. Navigate to the Setup and Maintenance page.
  2. Search for the Manage Global Search Configurations task.
  3. Select Oracle HCM Cloud Global Search Configuration and click the Duplicate button.
  4. Select the Default, Enabled, and Use only Suggestions for Search check boxes.
  5. Click Save and Close

Set End Date on Element Entries When Deduction Recovered

The application will now automatically set the end date of deduction entries, such as loan, when the amount is fully recovered from the employee. It checks the total accrued deduction with the total owed and then sets the end dates for the element entry when both amounts are equal.

Steps to Enable

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

Tips And Considerations

NOTE: If the element is processed in the retro pay after you set the end date for the entry, then you must verify the retro pay results and make any necessary corrections.

For example, consider the total owed amount is $100 and 50% of the earnings is the regular deduction. In the first period, if the earnings are $100, then the application deducts $50. Similarly, it deducts the same amount in the second period too. After the second period, the accrued deduction is $100, which is the total owed and it will be end dated. Assume that there is retrospective change in the earnings and they are reduced from $100 to $80 for both periods. In such a case, since the deduction is 50% of earnings, the expected deduction is $40. The retro pay will create two retro entries with $10 each to repay. However, the total deduction will become $80, instead of $100. Also, the application can’t process the regular deduction because it’s already end dated. You need to make the necessary corrections to make sure that the total deduction will be equal to total owed.

Key Resources

For more information about costing, refer to the Oracle Help Center for the following guide:

  • Implementing Payroll Costing

Process Results by Person Records or Object-Based Records

You can view non-person objects on the Person Results and Errors and Warnings messages pages.

Use the View By field on the Person Results page to filter and view process results by:

  • Process, to view the process results for a person by a process, such as payroll run, prepayments, or retroactive pay results. You can also drill down to a person record and view the Statement of Earnings of the person.
  • Report, to view the person results by a report, such as the payment summary report, to view the payments made for the person. You can view the process results by payroll objects, for example, view the results by the PAYROLL_REL_ACTION_ID in the Payroll Activity Report.
  • Batch, to view the results for a data load, such as Load Absences Batches.

View by Process:

You can also find the View By field on the Errors and Warnings page, accessible from the results pages, such as the Process Results Summary page.

Navigate to My Client Groups > Payroll from your Home page and click Process Results Summary under the Flow Submission and Results section. The Process Results Summary page displays by default processes that have been submitted and completed in the last seven days.

Click on the number of Errors and Warnings on a process to open the Errors and Warnings page for the process. Filter by person or process.

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

You can view the messages by assignment number or payroll relationship number.

  • Process level messages, such as process execution errors.

Steps to Enable

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

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- (Document ID 2399671.1)

Task Iterations Page

Use the Task Iterations page to review the Submit Another Task task iterations. You can access this page from the Checklist and from the Process Results Summary page.

Create a flow using Submit Another Task. After you submit the flow, click on the task in the Checklist to review the progress of the multiple iterations of the Submit Another Task flow on the Task Iterations page. The page lists the multiple instances of the task iterations submitted by the Task Repeat Formula used in the flow.

Use the Refresh button to refresh and view the latest number of task iterations. The page has no task-level actions. It only has a page-level action of Roll Back to roll back all of the task iterations.

To differentiate the multiple iterations, use the Task Repeat Formula to return an iteration label that includes the task iteration name appended with the parameter on which the iterations are executed. For example for a flow iteration to roll back Calculate Payroll processed for different payroll relationship groups, you can use the formula to return the iteration names as Roll Back – Payroll Relationship Group A, Roll Back – Payroll Relationship Group B, and so on. The task name is constant for the task iterations, but the parameter on which the iterations are executed is dynamic.

Click on the task iteration name to view the details of the specific task iteration. You can view the task iteration parameters, and the process output and log files of the specific task iteration from this page.

Navigate to My Client Groups > Payroll > Process Results Summary and search for the submitted Global Submit Another Task flow. Click on the flow name to open Task Iterations page. Click on the task iteration name and view the process results details of the flow in the Output and Log Files section.

Each Process ID and row on this page gives the result details of the task iterations. The first row represents the flow results and the rest are the results of the task iterations.

Steps to Enable

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.

In order to enable this feature, you must enable the following profile options and have enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option.

Profile Option Value Description
PAY_PAYROLL_ADMIN_RESPONSIVE_ENABLED

Enable the new, responsive payroll administration work area and pages.

PAY_PAYROLL_RESPONSIVE_ENABLED Enable the new, responsive payroll pages.
PAY_RESPONSIVE_PERSON_SEARCH_CLASSIC_ENABLED Enable the new, responsive person search on payroll pages.

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).

If you want to populate the process data from the classic pages into the new Responsive pages, you must submit the Run Feature Upgrade flow.

  1. Navigate to My Client Groups > Payroll > Submit a flow within the new payroll work area.
  2. Select the Legislative Data Group.
  3. Select Run Feature Upgrade flow.
  4. Select Flow Task Statistical Archive.
  5. Enter the other mandatory fields.
  6. Click Submit.

Key Resources

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

Flow Connectors Support for User-Defined Payroll Reports

When you copy a predefined, extract-based report, the copied report creates a new flow task and associated flow pattern. The flow task for the copied report doesn't include details of the payroll actions and run results included in the report in a format that can be used by flow connector rules.

Use the Report Result Type field to select the appropriate payroll run results in the flow pattern to get the desired flow connector results for all copied or user-defined HCM extract reports.

NOTE: The Report Result Type field is hidden by default, use the Column menu to display this column on the Tasks table page.

When you select the report result type, the application consolidates all the relevant payroll run results that have a process date between the Process Start and Process End dates and belong to the associated flow pattern. The consolidated results can be used for further downstream processing.

Consolidate payroll run results of copied HCM extract reports or user-defined extract reports for further downstream processing.

Steps to Enable

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

Legal Employer Change 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.

Copy Payroll Information During a Mass Legal Employer Change

You can now copy payroll details from the source to the target assignment and payroll relationship during a mass legal employer change within the LDG. The payroll details you can copy are:

  • Payroll relationship and assignment attributes such as Payroll, Tax Reporting Unit, Overtime Period, and Time Card Required.
  • Personal Payment Methods: Payment methods are copied subject to the availability of a valid organizational payment method for the same payment type.
  • Third-Party Payment Methods: Payment methods for Third-party person payees are linked to the new payroll relationship.
  • Person Costing Overrides: By default, costing overrides aren't copied. If you choose to copy, then the copy occurs across four levels at which the person costing setup is held.
  • Recurring Element Entries: Copy for element entries are subject to eligibility. If you want to exclude certain elements from the copy, you will have to define an element (object) group with the usage type of Global transfer.
  • Calculation Cards and Components: Each country’s legislation determines the calculation cards and components that are copied. The association with the new TRU and the association detail for the new assignment will be automatically created.

The Mass Legal Employer Change flow interprets a blank entry to imply the value on the source assignment and payroll relationship. Unless you override this value, the source value will be copied to the target assignment and payroll relationship if the value can be used on the target records.

Steps to Enable

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

Tips And Considerations

If the selected population comes from various LDGs, then the copy of payroll info will only apply to those who are transferring within the same LDG. However, the override values entered will apply to the entire population that is selected.

Key Resources

For more information on copy options during a Mass Legal Employer Change refer to the:

  • Global Human Resources What's New for 20C feature: Data Copy Options During a Mass Legal Employer Change.

Copy Calculation Cards and Third-Party Payment Methods During a Legal Employer Change

The Local and Global Transfer flow was enhanced to support the copy of various payroll info in 20B. In 20C we support the copy of Third-Party Payment Methods and Calculation Cards.

Third-Party Payment Methods: These payment methods are copied subject to a valid organization payment method on the target payroll. Payment methods for third-party person payees are linked to the new payroll relationship.

Calculation Cards: Select the checkbox to initiate the copy of calculation cards. This checkbox is checked and hidden out of the box but is rendered visible using HCM Experience Design Studio. This checkbox doesn't copy the calculation cards and components that hold data from a different HCM module like Absence or Time and Labor.

Cards at the payroll relationship level are copied as long as one of the components is copied. Each country’s legislation determines the calculation cards and components that are copied. The application copies the cards or components if they belong to the source and don't exist on the target payroll relationship. In other words, cards or components associated with a different assignment than the one used to initiate the global transfer won't be copied. Therefore, for employees with multiple assignments within the source legal employer, the choice of assignment you select will determine the outcome of what gets copied.

In addition to copying the card and component, the application also associates it with the new tax reporting unit and assignment, if the source also had it. When the card or component already exists on the target payroll relationship, the application would still associate it to the new tax reporting unit and the new assignment, just as it would on a copied card or component.

Payroll Details

Steps to Enable

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

Tips And Considerations

  • This feature is for the responsive pages, if you have not moved to the responsive page this feature will not be available. For more information about enabling the responsive pages, please see the following document on My Oracle Support: HCM Responsive User Experience Setup Information (Document ID 2399671.1).
  • Refer to the release notes for each country legislation to see the list of cards and components that are automatically copied, if any.
  • For copying cards and components that are associated with a tax reporting unit, you must select a value for the new tax reporting unit within the Local and Global Transfer flow.

Key Resources

For more information on copy options refer to the:

  • Global Human Resources What's New for 20C feature: Enhanced Data Copy Options During a Legal Employer Change.

Payroll Flows 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.

Flow Submission Support for UCM File Upload

For flows that support upload of files, use the Submit a Flow responsive page to upload a file to the UCM server.

Use the Upload File button in the Parameters section of the Submit a Flow page to select and submit the file you want to upload to the UCM server. A UCM Content ID is automatically generated for the upload and it is displayed on the flow submission page.

After you have uploaded the file, complete the other parameters for your flow and submit the flow as usual.

Steps to Enable

In order to enable this feature, you must enable the following profile options and have enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option.

Profile Option Value

Description
PAY_PAYROLL_ADMIN_RESPONSIVE_ENABLED

Enable the new, responsive payroll administration work area and pages.

PAY_PAYROLL_RESPONSIVE_ENABLED Enable the new, responsive payroll pages.
PAY_RESPONSIVE_PERSON_SEARCH_CLASSIC_ENABLED Enable the new, responsive person search on payroll pages.

If you have not enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, please see the following white paper: HCM Responsive User Experience Setup Information (Document 2399671.1) on My Oracle Support.

Redesigned User Experience Payroll Flow Pages in Data Exchange Work Area

You can use the Data Exchange work area to access the redesigned payroll flow pages. You can manage all your HCM Data Loader files, including ones that were submitted using payroll flows, from the Data Exchange work area.

On the Data Exchange work area, you can perform these tasks:

  • Submit and view flows.

NOTE: The flows that are available in this work area are limited to task flows that include HCM data loader tasks such as Load Batch from File and Initiate Data Loader.

  • Access the payroll checklist tasks for your HCM Data Loader flows.

Data Exchange Work Area

Steps to Enable

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

Tips And Considerations

  • This feature is for the responsive pages, if you have not moved to the responsive page this feature will not be available. For more information about enabling the responsive pages, please see the following document on My Oracle Support: HCM Responsive User Experience Setup Information (Document ID 2399671.1).

Key Resources

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

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

Costing

Payroll Cost Account Combination Maintenance

You can use HCM Data Loader to streamline how you apply costing cross-validation rules by managing cost account combinations. You must set the end date or disable the existing cost account combinations that violates the new cross-validation rule. Otherwise, the new rule is not applied.

For example, your organization has determined that the company Operations can't use the cost center Marketing. You have defined a cross-validation rule such that if the company is Operations, then validate that the cost center isn't Marketing. However, you already have the cost account combinations with this data. If you don’t set the end date or disable these combinations, the costing process will continue to refer the existing combinations and will not apply the new rule.

Steps to Enable

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

Key Resources

For more information about costing, refer to the following guide in the Oracle Help Center:

  •  Implementing Payroll Costing

Payroll Costing Cross-Validation Rules

You can now define the cross-segment validation rules for payroll costing key flexfield segments using HCM Data Loader. Use these rules to determine the valid cost account combinations that are created during the costing process. Use cross-validation rule to determine whether you can combine a selected value for a particular segment of cost account combination with specific values in other segments to form a new cost account combination. You can use these rules to prevent invalid combinations that go to General Ledger.

A cross-validation rule includes both a condition filter and a validation filter. The application evaluates the rule using this logical order:

If the condition filter is satisfied, then apply the validation filter.

The condition filter describes the event when the application evaluates the rule.

If the event specified in the condition filter isn't applicable, then the application doesn’t evaluate the rule, even if it’s enabled. When the event specified in the condition filter is applicable, the validation filter condition must be satisfied before the application can create a combination.

For example, your organization has determined that a certain company value called Operations can't use a specific cost center called Marketing. You can define a cross-validation rule to validate your combinations.

  1. The rule evaluates the company condition filter.

  2. When company is equal to Operations, the rule evaluates the cost center validation filter.

  3. When cost center is equal to Marketing, the rule prevents a combination from being created.

NOTE: This rule doesn't affect the creation of combinations with Marketing cost center and company values other than Operations.

The OR operator is used if the same segment is used with different values in Condition or Validation filter. The AND operator is used for the different segments in Condition or Validation filters.

For example, if you define a condition filter for Company segment values Operations and Production, then the application evaluates the rule like this:

Company = Operations (OR) Company = Production

Similarly, if you define a condition filter for Company = Operation and Albany Business Unit, then the application evaluates the rule like this:

Company = Operations (AND) Business Unit = Albany

The supported operators are shown in this table:

Operator Description

STARTSWITH

Starts with

ENDSWITH

Ends with

=

Equals

<>

Does not equal

<

Less than

>

Greater than

<=

Less than or equal to

>=

Greater than or equal to

BETWEEN (Using ‘-‘ to separate two values)

Between

NOTBETWEEN

Not Between

CONTAINS

Contains

DOESNOTCONTAIN

Does not contain

ISBLANK

Is blank

ISNOTBLANK

Is not blank

Steps to Enable

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

Key Resources

For more information about costing, refer to the following guide in the Oracle Help Center

  • Implementing Payroll Costing

Time and Absences

Set Up Time Card Elements Using Only the Time Card Category

To process pay according to time card entries, such as regular and overtime, you can create elements with the Time Card category.

You can no longer use the Standard category to create time entry elements. Unlike Standard elements, Time Card elements are pre-configured for use in time entries and support features such as units-based quantities and expedited payroll processing. The related payroll elements, balances, formulas, and calculation components are automatically generated when you create a time card element.

Steps to Enable

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

Tips And Considerations

  • Existing time entry elements with Standard category would continue to work. You must define new elements with only Time Card category.

Key Resources

For more information about creating elements with Time Card category, see these topics in Implementing Payroll for Global guide on the Oracle Help Center:

  • Create Time Card Elements for Time Entries
  • Generate Time Card Attributes and Time Card Fields for Your Elements

Compensate for Rounding Losses or Gains on Daily Time and Absence Earnings Results

The monetary result in the payroll calculation of time and absence earnings is the product of the time unit and the rate of pay for each day. The overall pay in each payroll run for a given element is still the sum of these daily products, each rounded to the decimal precision for the currency. However, now the product for each day is compensated by the net rounding loss or gain for the prior calculations on the same element.

For example, an employee with an annual salary of $111,900.00 or a biweekly salary of $4,303.85 for 26 pay periods was on paid leave for a full pay period. The employee's 80 hours of paid leave was submitted as 10 separate entries of 8 hours each day.

Without the compensated rounding, the uncompensated pay value loses about 0.46 cents per day, resulting in a salary payment of 5 cents to offset the rounding loss over the 2 week period. With this new compensated rounding, every alternate calculation is increased by 1 cent. The employee now receives no regular salary for this pay period and the absence earnings is equal to his biweekly salary, as expected.

Steps to Enable

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

Tips And Considerations

  • This feature is automatically enabled when you create new time and absence elements and doesn't affect existing elements.
  • Currency precision and the associated rounding differences only apply when the results are monetary. Rate of pay is money per unit of time and not money, therefore, it should be defined with a unit of measure as number to avoid rounding differences.

HCM Data Loader

Payroll Checklist Navigation to HCM Data Loader File

You can navigate to the HCM Data Loader pages from the Payroll Checklist page. On this page, you can now view and manage detailed information of your HCM Data Loader files.

  1. On the View Flows page, select the Initiate Data Loader flow to open the Payroll Checklists page.

View Flows

  1.  Select the task to open the Object Status page. On this page, you can view and manage all records within the file.

Object Status

Steps to Enable

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

Key Resources

For more information on Checklist page, refer to the following guide in the Oracle Help Center:

  • Using Global Payroll Flows

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.

User-Level Security for End-of-Year Process

Secure the end-of-year processes for specific users with user-level security. The Run End-of-Year Reports process was enabled to provide the option to secure the process by submitting user instead of an elevated user. If user-level security is configured for the user, the process implements user-level security and restricts access to the secured data based on the data security configuration.

For example, if a user was secured out of a specific Tax Reporting Unit (TRU), that user is not able to generate and view report output for that TRU.

This security includes all reports available to run as part of the Run End-of-Year Reports process.

Steps to Enable

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

Tips And Considerations

  • The list of values for the TRU report parameter for the Run End-of-Year Reports process is not limited based on your user security. However, the process produces output only for the TRUs that the employee has access to.
  • The feature is already available, but requires setup if you want user-level security for the Run End-of-Year Reports processes. To use the feature, you must configure a security profile for the user. For information on configuring user-level security profiles, please refer to the Oracle Human Capital Management Cloud > Securing HCM documentation on the Oracle Help Center.

Key Resources

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

Oracle Help Center

  • Oracle Human Capital Management Cloud > Securing HCM

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. 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

Update Sex (Gender) Lookup Code Values

Add, update, and delete lookup codes at the user configuration level (User Lookup Code) for the SEX lookup code, as described below:

System Lookup Code User Lookup Code
ORA_PER_SEX SEX

You may update the SEX lookup codes to capture additional values. However, the System Lookup Code (ORA_PER_SEX) contains the seeded values used for legislative reporting. Therefore, if you modify the related User Lookup Code (SEX), you must map each new code in the User Lookup Code (SEX) to the System Lookup Code (ORA_PER_SEX). Each value in SEX must contain a mapping to a value in ORA_PER_SEX. Oracle has pre-configured mappings for the seeded values.

Use the Manage Extended Lookup Codes task in the Setup and Maintenance work area to map additional values of the SEX lookup codes to the ORA_PER_SEX lookup codes. Because the lookup code is specific to Canada, you must select the country. The Lookup Code column refers to the ORA_PER_SEX lookup code, while the Extended Code columns refer to the SEX lookup code. Set the All Enterprises column to “Yes”.

The screen capture below illustrates the pre-configured values. If you do not modify the SEX values, you do not need to do anything.

Steps to Enable

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

Tips And Considerations

Oracle strongly recommends that Canadian legislative customers do not extend the SEX lookup codes due to the legislative requirements for Employment Equity reporting. At this time, the WEIMS system only accepts values of M and F for Gender.

If you don’t make any changes to the preconfigured SEX User Lookup values, there is no need for you to make any changes or add any Extended Lookup Code (ORA_PER_SEX) values. If you add, update, or delete codes to the SEX User Lookup, you must map the values as described.

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

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

Global Transfer Uptake for Calculations Card

Transfer employees between legal employers easily within your organization using the global transfer process. This process enables you to transfer Tax Credit Information calculation card values at the same time, thus eliminating the need to enter this data manually.

This feature is the uptake by the Canada localization of the global transfer functionality provided by Global Payroll. As part of that functionality, Canada has defined rules for the copy of the employee’s tax card. When a global transfer is initiated in a Canadian Legislative Data Group (LDG), all components, including all flexfields and value definitions, are copied from the old Legal Employer (LE) to the new LE. The only exception is the taxation component (Taxation Context - HRX_CA_WTH_TAXATION), which is not copied over. This also includes the Vacation Liability Plan and Vacation Service Date (which are located on the taxation component) as they are not copied and are left blank.

The global transfer process ends the current assignment or assignments, and the work relationship of the old LE, then creates a new work relationship and assignment in the new LE.

Use the Local and Global Transfer task to initiate a global transfer from one legal employer to another.

Steps to Enable

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

Tips And Considerations

If only one Tax Reporting Unit (TRU) exists for the target legal employer, the TRU association is created automatically when the global transfer is processed. However, if multiple TRUs exist for the target legal employer, you must add the TRU association manually.

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

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

End Date and Delete Functionality on Professional Tax Card

In the responsive professional tax card, Tax Credit Information, you may now end date or delete association detail records.

The Delete button in the Association Details provides the user the options to:

  • Delete Record Permanently: deletes the association detail record entirely
  • Delete Date-Effective Record: deletes the association detail record as of the effective date entered
  • End Date: end dates the association detail record (defaults to the effective date)
    • Note: If a record contains an end date, as of the effective date of the change, the Clear Date option is presented instead.

TRU Transfers

With the delivery of this new feature, the behavior of the TRU transfer has changed if the employee has been processed in a payroll. To transfer an assignment from one TRU to another:

  1. End date the assignment one day prior to the TRU transfer effective date.
  2. Create a new association record for the new TRU.
  3. Add the assignment to the new TRU association on the TRU transfer effective date.

This feature provides benefit to your business by providing the ability to delete and end date association detail records for employee tax cards, as changes are encountered.

Steps to Enable

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

Tips And Considerations

Note the following considerations for the new functionality on the responsive professional tax card:

  • You can only delete or end date the association detail records.
  • You can’t delete or end date association records if it is processed in a payroll.

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

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 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 the Local and Global Transfer Task to Auto-Manage the Employees' Deduction Information Card

You can now use the enhanced Local and Global Transfer task to effectively manage tax reporting unit association and association details. The Tax Reporting Unit field is made available in the Local and Global Transfer task. If you specify a tax reporting unit during a transfer, the following occurs:

  • If the transfer-in and transfer-out legal entities share the same payroll statutory unit, the application updates the employee's tax reporting unit association record with the tax reporting unit on the transfer date, and creates a new association detail record for the new assignment with the transfer date as the effective start date.
  • If the transfer-in and transfer-out legal entities belong to different payroll statutory units, the application creates a new payroll relationship for the employee for the transfer-in payroll statutory unit, a new Deduction Information card, a new Aggregation Information component, a new tax reporting unit association, and association details. In addition, the application copies all the components, components details, and values from the original Deduction Information card.

Global Transfer of an Employee Between Legal Employers Belonging to the Same PSU

All transfers between legal employers are global transfers. During a transfer, the application creates a new work relationship and assignment.

Let's look at a scenario where an employee is transferred between legal employers belonging to the same Payroll Statutory Unit (PSU) within the same legislative data group.

To global transfer an employee between legal employers:

  1. On the Home page, click My Client Groups.
  2. Click the Show More link, and under Employment, click Local and Global Transfer.
  3. In the Search Person field, search for an employee.
  4. On the What info do you want to manage page, select Payroll Details, and click Continue.

  1. In the When and Why section, do the following:
  • In the When does the transfer take effect? field, specify the date on which the global transfer will become effective.
  • In the Who's the new legal employer for global transfer? field, specify the new legal employer to which you want to transfer the employee.
  • From the What's the way to transfer list, select Global Transfer.

  1. Click Continue.
  2. In the Payroll Details section, do the following:
  • In the Payroll field, specify a new payroll or keep the employee under the existing payroll.
  • In the Tax Reporting Unit field, specify the tax reporting unit that the employee should be included in.

  1. Click Submit.

Change Legal Employer Dashboard

You can view the global transfer details for employees on the Change Legal Employer Dashboard. This page lists a consolidated summary related to the global transfer for each employee. When you select an employee to view their transfer details, you can see status messages and links to the functional areas that you have access to. The dashboard displays data only for employees whose transfer was initiated from the Local and Global transfer task. 

Change Legal Employer Dashboard

Deduction Information Calculation Card After the Global Transfer

After the global transfer is successfully completed:

  • The tax reporting unit association is updated as of the transfer date.
  • A new association detail record is created for the newly created assignment as of the transfer date.

Deduction Information Calculation Card

Global Transfer of an Employee Between Legal Employers Belonging to Different PSUs

If the old and new legal employers are within different PSUs but within the same legislative data group, then during the transfer, the application creates the following:

  • A new payroll relationship
  • A new Aggregation Information component
  • A new tax reporting unit association record
  • A new association detail record for the newly created assignment

On the existing card, all of the following information that exists as of the global transfer date is copied:

  • Component
  • Component Details
  • Value definitions and values

Steps to Enable

Do these steps to hide the Tax Reporting Unit field in the Local and Global Transfer task:

  1. Click Navigator > Configuration > Sandboxes to create and enter a sandbox with the HCM Experience Design Studio configuration option.
  2. On the Home page, click My Client Groups > Quick Actions > Employment > HCM Experience Design Studio.
  3. From the Action list, select Local and Global Transfer.
  4. Do one of the following:
  • In the Rules section, click Add to create your own rule.
  • In the Delivered Rules section, click the Duplicate icon beside an existing rule to reuse it.

  1. On the Edit Rule page, in the Basic Details section, do the following:
  • Clear all the fields and leave the Country field set to China.
  • In the Name field, enter a name for the rule.
  • In the Description field, enter a description for the rule.

  1. In the Page Attributes section, set the Tax Reporting Unit attribute to Not Visible.

  1. Click Save and Close.

Adjust the Balances Used in Regular Tax Calculation Via HCM Spreadsheet Data Loader

You can now use the HCM Spreadsheet Data Loader to adjust the balances used in regular tax calculation.

To adjust balances via HCM spreadsheet data loader:

  1. Click Navigator > My Client Groups > Data Exchange > HCM Spreadsheet Data Loader > Run Spreadsheet Data Loader.
  2. Create a batch header.
  3. Create the batch lines.
  4. Submit the process: Adjust Multiple Balances.

Steps to Enable

Key Steps to Create an Element Eligibility Rule for the Regular Tax Element

Do these steps to create an element eligibility for the Regular Tax element:

  1. On the Home page, click My Client Groups > Quick Actions > Payroll > Elements.
  2. On the Elements page, search for the Regular Tax element.
  3. On the Element Summary: Regular Tax page, create an element eligibility rule.
  4. Click Submit.

Key Steps to Create a Template of the Balance Adjustment Header Object

Do these steps to create a template of the Balance Adjustment Header object:

  1. On the Home page, click My Client Groups > Data Exchange > HCM Spreadsheet Data Loader > Spreadsheet Templates.
  2. On the Spreadsheet Templates page, click Create.
  3. On the Create Template dialog box, specify a name and a code for the template.
  4. From the Business Object list, select Balance Adjustment Header.
  5. Select a China legislative data group.
  6. Click OK.
  7. On the Design page, select and add the Payroll Name under the Balance Adjustment Group.
  8. Select and add the Batch Name under the Balance Adjustment Header.
  9. Click Define and change the status of the template to Active.
  10. Click Save and Close.

Key Steps to Create a Template of the Balance Adjustment Line Object

Do these steps to create a template of the Balance Adjustment Line object:

  1. On the Home page, click My Client Groups > Data Exchange > HCM Spreadsheet Data Loader > Spreadsheet Templates.
  2. On the Spreadsheet Templates page, click Create.
  3. On the Create Template dialog box, specify a name and a code for the template.
  4. From the Business Object list, select the Balance Adjustment Line.
  5. Select a China legislative data group.
  6. Click OK.
  7. On the Design page, add the Assignment Number, Tax Reporting Unit, and Element Name attribute from the Balance Adjustment Line.
  8. Add the Input Value Name and Adjustment Value from Balance Adjustment Value.
  9. Select the Input Value Name attribute, click the Duplicate icon to add 5 more sets of Element, Input Value Name, and Adjustment Value from Balance Adjustment Value.
  10. Select the Show excluded attributes check box.
  11. Click the Advanced Options for Attribute Definition icon.
  12. On the Advanced Options for Attribute Definition page, type ElementName in the search field.
  13. Deselect the Include in Spreadsheet check box for all the rows except the first row.
  14. Select Element Name of Balance Adjustment Line for all the rows except the first row, as shown in this figure.
  15. Type InputValue in the search field.
  16. Deselect the Include in Spreadsheet check boxes for all the rows.
  17. Set up the default value as shown in this figure.
  18. Type EntryVaue in the search field.
  19. Set up the column headings as shown in this figure.

  1. Click Save and Close to exit the Advanced Options for Attribute Definition page.
  2. Click Define and change the status of the template to Active.
  3. Click Save and Close.

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.

Global Transfer Uptake for Calculation Cards

You can transfer employees between legal employers easily within your organization using the global process Local and Global Transfer.

Here's how you can do this:

  • Search for and select the person on the Local and Global Transfer page.
  • Select the relevant options for info that you want to make the changes. For example, Payroll Details and Work Relationship.

  • Enter the required information on the When and Why section such as the effective transfer date, new legal employer to which the employee is transferring. Click Continue.

  • You can make changes in all the relevant sections such as Contact Info, Assignment, and Contract Data. Select Continue to move to the next section.
  • On Payroll Details, select the Payroll and the Tax Reporting Unit (TRU) to which the employee is transferring and submit your changes.

  • You can check whether the changes were successful using the Change Legal Employer Dashboard. Search for the person and check the status of transfer and assignment details for the relevant dates.
  • Using the Calculation Cards task in the Payroll work area for this employee, review the Employee Social Insurance calculation card.

Steps to Enable

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

Payroll for Mexico

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

SUA Audit Files

You can now streamline your preparation for the reporting of employer and employee social security information with the new SUA audit files. The files include:

  • Worker's personal information
  • Workers’ transactions
  • Workers’ affiliation information
  • INFONAVIT transactions
  • Disabilities data

You can generate the audit files by running the Run SUA Interface Extract process from the Payroll Checklist work area. The process will generate comma-delimited files suitable for viewing in a spreadsheet application, such as Microsoft Excel.

Steps to Enable

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

Tips And Considerations

  • You will need a spreadsheet application to view the CSV files.

Social Security Affiliation Audit Files

You can now simplify the reconciliation of your reportable social security transactions with the new Social Security Affiliation audit files. Use the Run Social Security Affiliation Report process which will generate comma-delimited files suitable for viewing in a spreadsheet application, such as Microsoft Excel. The audit files include:

  • Listing of new hires and rehires
  • Salary changes
  • Employee terminations

Steps to Enable

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

Tips And Considerations

  • You will need a spreadsheet application to view the CSV files.

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.

Global Transfer Uptake for Calculation Cards

You can transfer employees between legal employers easily within your organization using the global process Local and Global Transfer.

Here's how you can do this:

  • Search for and select the person on the Local and Global Transfer page.
  • Select the relevant options for info that you want to make the changes. For example, Payroll Details and Work Relationship.
  • Enter the required information on the When and Why section such as the effective transfer date, new legal employer to which the employee is transferring. Click Continue.
  • You can make changes in all the relevant sections such as Contact Info, Assignment, and Contract Data. Select Continue to move to the next section.
  • On Payroll Details, select the Payroll and the Tax Reporting Unit (TRU) to which the employee is transferring and submit your changes.
  • You can check whether the changes were successful using the Change Legal Employer Dashboard. Search for the person and check the status of transfer and assignment details for the relevant dates.
  • Using the Calculation Cards task in the Payroll work area for this employee, review the Employee Social Insurance calculation card.

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.

Global Transfer Uptake for Calculation Cards

You can transfer employees between legal employers easily within your organization using the global process Local and Global Transfer.

Here's how you can do this:

  • Search for and select the person on the Local and Global Transfer page.
  • Select the relevant options for info that you want to make the changes. For example, Payroll Details and Work Relationship.
  • Enter the required information on the When and Why section such as the effective transfer date, new legal employer to which the employee is transferring. Click Continue.
  • You can make changes in all the relevant sections such as Contact Info, Assignment, and Contract Data. Select Continue to move to the next section.
  • On Payroll Details, select the Payroll and the Tax Reporting Unit (TRU) to which the employee is transferring and submit your changes.
  • You can check whether the changes were successful using the Change Legal Employer Dashboard. Search for the person and check the status of transfer and assignment details for the relevant dates.
  • Using the Calculation Cards task in the Payroll work area for this employee, review the Employee GOSI calculation card.

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.

Global Transfer Uptake for Calculation Cards

You can transfer employees between legal employers easily within your organization using the global process Local and Global Transfer.

Here's how you can do this:

  • Search for and select the person on the Local and Global Transfer page.
  • Select the relevant options for info that you want to make the changes. For example, Payroll Details and Work Relationship.
  • Enter the required information on the When and Why section such as the effective transfer date, new legal employer to which the employee is transferring. Click Continue.
  • You can make changes in all the relevant sections such as Contact Info, Assignment, and Contract Data. Select Continue to move to the next section.
  • On Payroll Details, select the Payroll and the Tax Reporting Unit (TRU) to which the employee is transferring and submit your changes.
  • You can check whether the changes were successful using the Change Legal Employer Dashboard. Search for the person and check the status of transfer and assignment details for the relevant dates.
  • Using the Calculation Cards task in the Payroll work area for this employee, review the Employee Social Insurance calculation card.

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 Pension Reporting

You can generate the file for the Teachers’ Monthly Contributions Reconciliation (MCR) pension interface that enables reconciliation of the contribution deduction amounts provided for each member. This is to ensure that contributions are correctly calculated and cover each period of service provided.

Use the task Generate TPS Monthly Contributions Reconciliation File to generate this file. All the required balances for additional pension payments and pensionable overtime are included.

This file is generated in CSV format when you extract data from your payroll application.

Steps to Enable

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

Teachers Pension Errors and Warnings

In case of any errors, while generating the Teacher's MCR pension interface file, you can use the new TPS Errors and Warnings task in the Generate TPS Monthly Contributions Reconciliation File process.

This enables you to fix the errors and review the highlighted warnings before you regenerate the file. 

Steps to Enable

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

Global Transfer Uptake for Calculation Cards

You can transfer employees between legal employers easily within your organization using the global process Local and Global Transfer.

Here's how you can do this:

  • Search for and select the person on the Local and Global Transfer page.
  • Select the relevant options for info that you want to make the changes. For example, Payroll Details and Work Relationship.

  • Enter the required information on the When and Why section such as the effective transfer date, new legal employer to which the employee is transferring, and Click Continue.

  • You can make changes in all the relevant sections such as Contact Info, Assignment, Work Relationship, if applicable. Select Continue to move to the next section.
  • On Payroll Details, select the Payroll and the Tax Reporting Unit (TRU) to which the employee is transferring and submit your changes.

  • You can check whether the changes were successful using the Change Legal Employer Dashboard. Search for the person and check the status of the transfer and assignment for the relevant dates.
  • Using the Calculation Cards task in the Payroll work area for this employee, review the Statutory Deductions calculation card. The process enables you to transfer all the Statutory Deduction calculation card values at the same time once you update the TRU, thus eliminating the need to enter this data manually.

Steps to Enable

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

Pensions Automatic Enrollment Exceptions for Director and Limited Liability Partnerships

You can exclude employees from Pensions Automatic Enrollment process that are:

  • Deemed as company directors in terms of pensions enrollment
  • Part of a limited liability partnership

Use the new field Additional Exclusion Reason under Exclusions - Reasons for Exclusion in the pensions calculation card. If you indicate that the employee has either a Director status applied or Has limited liability partnership, the person won't be automatically enrolled.

Steps to Enable

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

Additional Validations for P11D Process

You can validate car information with the additional checks introduced while entering data for the car registration and related data. This ensures that the data is not flagged during the P11D process. Here are the validations introduced:

  • Car registered before 01 Jan 1998with no engine size and rotary engine check box not selected.
  • Car with engine size and rotary engine check boxes selected.
  • Car registered on or after 01 Jan 1998with no CO2, engine size, and rotary engine check boxes selected.

Further validations are provided in the archive process on employee data such as name validated against the character sets prescribed by HMRC, along with car registration and it's related data. The minimum list price of the car is also validated.

Steps to Enable

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

Full Payment Submission - Additional Features

You can restrict leavers from being included in the Full Payment Submission file using the new Restrictive Date Parameter for Leavers.

 

When you roll back the process, there's an additional restriction that won't include the subset of employees already run in Live mode. This is because you can't rerun a Live FPS for a previous period as Live FPS already exists for the Tax Reporting Unit (TRU) and prepayment.

You can also filter your error messages into functional groups using the new column Category such as Address, Name, Tax Code, and Leaving Date on the audit report. This enables a better analysis of the process.

You can see the Person Number of the employees on Shared Parental Leave with Partners defined on the Absence Agreement.

Steps to Enable

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

LGPS Multiple Employer Rates

You can utilize different employer rates when administering the LGPS pension schemes. This enables you to enter multiple employer rates that can be used for different groups of employees. If employer contribution rates vary by legal employer, you must:

  • Create one calculation value definition for each legal employer
  • Link the value definition to the legal employer by creating a value definition by criteria

NOTE: You don’t need to follow this process if only one rate applies to all legal employers.

Steps to Enable

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

Key Resources

For more information, see Public Sector Pensions – Local Government Pension Schemes (Document ID 2660479.1) on My Oracle Support.

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.

Copy Payroll Info During a Legal Employer Change Enhancement

We have made it easier for you to perform personnel transfers from one legal employer to another through the Local and Global Transfer process.

To start this process:

  1. From My Client Groups, click Show More.

  2. Click Local and Global Transfer.

It performs several actions in addition to the base global transfer functionality.

What it does What this means for you

Updates the tax card

If the PSU is the same, but the TRU is different, then the process adds the TRU association to the person’s current tax card and adds the assignment.

The global transfer process automatically sets some default values, such as:

  • Pennsylvania PSD code

  • Pennsylvania school district

  • SUI and SDI state info

Creates a tax card

If the person is transferring into a different payroll statutory unit (PSU), the process creates a Tax Withholding card for their new tax reporting unit (TRU) and new assignment.

Because of changes to the 2020 W-4, there are some cases when the process cannot copy any employee withholding info to the new card.

  • If the PSU is different, but the employee has a W-4 prior to 2020, it creates a card with default 2020 federal withholding. No employee information is retained from the previous form. However, it retains your employer tax configurations.

  • If the PSU is different, and the employee has the new 2020 W-4, then all information is copied to the new legal employer except Exempt from Federal Income Tax.

  • For any transfers into a new PSU, the process does not copy the state or local tax card configuration. If they require withholding other than the defaults, you must manually define them.

The global transfer process automatically sets some default values, such as:

  • Pennsylvania PSD code

  • Pennsylvania school district

  • SUI and SDI state info

Steps to Enable

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

Tips And Considerations

  • If the transferring employee has a pre-2020 W-4, instruct them to complete a new Federal W-4 form through Self Service upon completion of their transfer.
  • When transferring to a new PSU, and the process creates the Tax Withholding card, it retains the configurations for the following employer tax info:
    • Exempt from Medicare
    • Exempt from Federal Unemployment
    • Exempt from Social Security
    • Exempt from Wage Accumulation
    • Enforce Federal Income Tax Look-back Rule Employee Override
    • Maximum Federal Allowances
    • Regular Amount
    • Regular Rate
    • Supplemental Rate
    • Supplemental Amount
    • IRS Lock in Date

Key Resources

For further info, see:

  • “Copy Payroll Info During a Legal Employer Change” feature in the Workforce Rewards Update 20B What's New
  • Oracle Cloud Human Capital Management for the United States: End-of-Year Processing Guide (Document ID 1944400.1) on My Oracle Support

US Territorial Enhancements for Payslip and Checks

Augment your payslips and checks with updated info for Guam and the US Virgin Islands. The state components for these territories on your employee Tax Withholding cards now include the same fields as the federal W-4. Their values also appear in the Tax Withholding Information sections of the output for the Generate Payslips and Generate Check Payments for Employees and Third Parties processes.

Steps to Enable

The predefined payslip and check templates automatically get this enhancement. However, if you have configured your own templates, be sure to modify them accordingly.

For 2020 and later, add these values to your templates.

Field value Attribute

Total Dependent Amount

TOTAL_DEPENDENT_AMOUNT

Extra Withholding

ADDITIONAL_TAX_AMOUNT

Key Resources

For further info, see the following topics in the Oracle Help Center:

  • Configure Check Templates for the US
  • Generate Check Payments for Employees and Third Parties for the US
  • View PayslipsView PayslipsView Payslips

Payroll Data Validation Report

This feature will help you increase the efficiency and accuracy of your payroll processing. The new Payroll Data Validation report is now part of the US Simplified Payroll flow. It returns warning messages when it detects missing or incomplete person or calculation card, such as:

  • Locations that don’t have geocodes or no geocode at all
  • Persons with missing or incomplete home or work addresses
  • Persons with missing national identifiers (SSN or ITIN)
  • Pennsylvania employees with missing home school district
  • Pennsylvania employees missing either a home or work PSD code
  • Pennsylvania employees without Residency Certificates
  • Employees with tax cards that aren’t associated with tax reporting units
  • Employees that don’t have valid work locations
  • Persons missing a date-of-birth
  • Employee assignments that aren’t associated with tax cards

The US Simplified Payroll flow pauses to allow you to correct these issues before running the next process in the flow.

Steps to Enable

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

Distributed Costing Enhancement

We have improved the accuracy of your tax costing by automatically allocating costing results to their respective jurisdictions. With this enhancement, the payroll process now allocates the costing results of distributed elements, such as taxes, to earnings associated with the tax’s work jurisdictions.

Previously, the costing results of distributed elements were distributed across all work regions, even if they weren’t taxed. With this feature, the distribution occurs for only those work regions where a tax exists.

For example, an employee works in two states, New York and New Hampshire. State Income Tax (SIT) is not collected in New Hampshire. With this new functionality, the SIT distribution occurs for only the earnings of the assignment in New York. The previous functionality would distribute SIT across the earnings of both New York and New Hampshire.

Steps to Enable

To enable this feature:

  1. Start the Payroll Process Configuration task.

  2. In Default Group, find this parameter:

Distributed costing to use contexts of set members Distributed costing should use contexts of set members for cost distribution of distributed element. Default: N.

  1. Change its setting to Y.

If you don’t, tax costing distributions will continue to occur across all locations.

Tips And Considerations

If you enable distributed costing, and you have resident withholding taxes, they go into suspense. The Payroll and HR Implementation and Use white paper provides instructions on to resolve this.

Key Resources

For further info, see Oracle Cloud Human Capital Management for the United States: Payroll and HR Implementation and Use (Document ID 1676530.1) on My Oracle Support.

Impose Organization Fees For Arizona Child Support Orders

We have augmented your involuntary deduction processing with the inclusion of organization fees to Arizona support orders.  If you specify an External Organization Fee Payee for the order, the payroll process deducts the organization fee.

To do this:

  1. From My Client Groups, click Payroll.
  2. Click Calculation Cards.
  3. Search for the person, and open their Involuntary Deductions card for editing.
  4. Enter an appropriate effective as-of date.
  5. In Calculation Component, select the appropriate deduction.
  6. In Calculation Component Details, expand Involuntary Deduction Payment Details.
  7. Enter the external organization fee payee, and save your changes.

By applying organization fees to Arizona child support orders, this feature improves the accuracy of your involuntary deduction processing.

Steps to Enable

Any involuntary deduction element created in Update 20C or later automatically supports the organization fee.  For elements created prior to Update 20C, you must upgrade them by running the Element Upgrade process.  Do this even if you have run this process for them previously.

When running the element upgrade process, select Disposable Income Recalculation as the feature to enable.  Do not leave this parameter blank.

Key Resources

For additional information see the following document on My Oracle Support:

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

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

Currency Conversion Logic Enhancement in Compensation Subject Areas

In the prior logic conversion rates were selected from the GL_DAILY_RATES table based on an equivalent join of the data, for example "retrieve the conversion rate from gl_daily_rates table where conversion date = sysdate". However, the limitation with this logic was that the currency conversion metrics rendered data only when the conversion data existed as of that date. If data did not exist as of the sysdate then the metrics would render no data.

Stated simply, previously we used "=SYSDATE" and the new logic uses "<=SYSDATE". Stated accurately, this logic has been modified to select the conversion rates based on a date that is the recent most from the past year, for example: "retrieve the conversion rate from the gl_daily_rates table where conversion date <= max date lesser than sysdate from GL_DAILY_RATES table, within the previous 365 days.

These changes are across all the metrics in multiple subject areas related to compensation that have the currency conversion metrics. This includes the following subject area

  • Compensation - Workforce Compensation Real Time
  • Compensation - Workforce Compensation Budgets Real Time
  • Compensation - Salary Details Real Time
  • Compensation - Salary History Details Real Time

Steps to Enable

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

Compensation Manager Dimension in HCM Prompts Subject Area

Improve performance related to the compensation manager attributes in reporting and dashboard prompts with the addition of a new dimension in the OTBI HCM Prompts subject area.

Subject Area Dimension Attributes
OTBI HCM Prompts Compensation Manager Prompt
  • Manager Name
  • Manager Person Event Identifier
  • Manager Person Identifier
  • Period Identifier
  • Plan Identifier

Steps to Enable

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

Synchronize Hierarchy - Purge and Refresh

We added two new checkboxes to the synchronize hierarchy batch process for performance improvement. Use the purge hierarchy option to remove data from previous plans and cycles that are no longer needed. Use the force refresh option to rebuild the hierarchy. Previously, you used the synchronize hierarchy batch process only to build the compensation plan hierarchy from the application for use in reporting. Purge or refresh was not possible.

Synchronize Hierarchy

Steps to Enable

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

Tips And Considerations

  • This process doesn't affect your compensation plan or worksheet data.

Payroll

View All Payroll Flows - Active Process Dashboard

Enhance your reporting on payroll flows submitted by all users using the Active Process Dashboard with modifications in the security console.

By default, OTBI Active Process Dashboard will display flows that the logged-in user submitted. To view flows submitted by other users, following steps and screenshots in the How to View the Output of an ESS Jobs Submitted By Another User Based on Role? (My Oracle Support Document ID 1980772.1)  (under section Starting with Release 11.12.1 using Security Console).

Steps to Enable

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

Role Information

For more information on assigning security see the following page on My Oracle Support:

  • How to View the Output of an ESS Jobs Submitted By Another User Based on Role? (Document ID 1980772.1) (under section Starting with Release 11.12.1 using Security Console and the Example of granting user privileges to see the output of all the ESS job processes).

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

  None at this time        

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ORACLE DECOMMISSIONED 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)