Cloud Readiness / Oracle Workforce Rewards Cloud
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  1. MAY MAINTENANCE PACK FOR 21A
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Payroll
    1. Global Payroll
        1. Data Security Support for Calculation Card in HSDL
  1. FEBRUARY MAINTENANCE PACK FOR 21A
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Payroll
    1. Payroll for the United Kingdom
        1. P11D Expenses and Benefits Statement for the Tax Year 2020-21
        2. Payrolling Benefits-in-Kind 2021-22
        3. P60 - End of Year Statement for the Tax Year 2020-21
        4. P46 (Car) Annual Updates
        5. Real Time Information - Updates for Tax Year 2021-22
        6. New Starter Declaration Change for Student Loans
        7. New Student Loan- Plan 4 added
  1. Update 21A
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Benefits
    1. Benefits
        1. Dependent and Beneficiary Designation
        2. Benefits Person Electable Choices Diagnostic Test Report
        3. Prevent Accidental Back Out of Life Events
        4. Close Life Events After Making Elections
        5. Additional Values on Benefits
        6. Enrollment Flow as Quick Action and Deep Link
        7. Report on Notes
  5. Compensation and Total Compensation Statement
    1. Compensation
        1. Responsive Pages Access from Compensation Work Area
        2. Salary Basis Type Renamed
        3. Grade Rate Overrides Using Location and Business Unit Based Salary Range Differentials Introduction
        4. Individual Compensation Plan Integrity Checker Introduction
      1. Salary Standard Components
        1. Standard Components Salary Basis Type Introduction
        2. Salary Allocation with Standard Components Introduction
        3. Salary Population from Grade Ladder Rates: Standard Components
        4. Standard Salary Components Introduction in View Compensation History
      2. Workforce Compensation
        1. Audit Assignment Segment Changes
        2. Post Compensation Amounts to Salary Rates
        3. Reprocess or Add New Plan Moved to Batch Process
        4. Test Eligibility Profiles in Workforce Compensation Plan Setup
        5. Use Assignment Segments in Compensation Change Statements
        6. View Manager Assignment Number When Searching in Start Process Manager Hierarchy Search Filter
        7. View Person And Assignment Number in Audit Export Report
        8. View Person and Assignment Number in the Manager Status Report
      3. Total Compensation and External Data
        1. External Data - Update Assignments
        2. Total Compensation - Salary Rates as a Source
      4. Compensation Replaced or Removed Features
        1. Removal of the SalaryVO Business Object
  6. Payroll
    1. Global Payroll
        1. Payslips Access
        2. Responsive Page for Event Action Notifications
        3. Copy Payroll Balances During Global Transfers
        4. Support for SET Instruction in HDL Transformation Formulas
        5. Default Process Configuration Settings for Delivered Extracts
        6. Transfer Payroll Run Costs to SLA Using Payment Date From Payroll Period Definition
      1. Payroll Processing
        1. Automatic Flow Submission for Void, Cancel and External Payment Actions
        2. Enhancements to Void Process When Payments Transferred to Cash Management
        3. Multiple Log Files
        4. Subledger Transaction Number Display in Process Results Details
      2. Payment Methods
        1. Payment Methods Responsive Page
        2. Personal Payment Method Enhanced for Multiple Assignments
        3. Email Alerts for Personal Payment Method Changes
        4. Bank Region on Payment Methods Page
      3. Costing
        1. Partial Period Accruals with Element Group and Relationship Group
        2. Cost and Reconcile Third-Party Rollup Payments
    2. Payroll for Canada
        1. Quebec Labour Standards Report
        2. Global Transfer Uptake: Mass Transfer
        3. Employee Net Pay Threshold
        4. Attribute Visibility Changes
    3. Payroll for China
        1. Enhanced Tax Exemption Amount YTD Calculation Now Considers TRU Association Update Date
    4. Payroll for Kuwait
        1. Support for Social Allowances
        2. Social Insurance Segregated Components
    5. Payroll for Mexico
        1. Variable Earnings Override for SDI Calculation
    6. Payroll for Qatar
        1. Social Insurance for GCC Citizens Working in Qatar
    7. Payroll for Saudi Arabia
        1. Check TRU in Payroll Validation Report
        2. Multi-Language Support for Online Payslip
        3. Additional Hazards Contributions
    8. Payroll for the United Kingdom
        1. Additional Retroactive Cases for Teachers' Pension
        2. Enable Proration for P11D Benefits
        3. Pensions Calculation Card and Automatic Association to Assignment
        4. Reporting Reference Added for Court Order CMSDEO
        5. Masking Authentication Information at Organization Level
        6. Updates to Teachers' Pension MCR Report Process Flow
    9. Payroll for the United States
        1. Global Transfer Enhancement for Involuntary Deductions
        2. Suspend Involuntary Deductions
        3. Global Transfer Enhancement for Tax Card Synchronization
        4. Global Transfer Enhancement for Deferred Compensation Limits
        5. Work Relationship Legislative Information Hidden on Termination
        6. Anytime Pay
        7. Fee Priority for Garnishment and Creditor Debt Involuntary Deductions
        8. US 1094-C Employer Report Flow Enhancement for California
        9. US 1094-C Employer Report Flow Enhancement for Rhode Island
        10. Health Reimbursement Arrangement Support for Affordable Care Act Reporting
  7. HR Optimizations
    1. Workforce Rewards Transactional Business Intelligence
      1. Benefits
        1. Reporting on Benefits Notes
      2. Compensation
        1. Compensation Change Statements Enhancement in Compensation Subject Areas
        2. Grade Rate Value in Salary Subject Areas
        3. New Attributes to Stock Details Real Time Subject Area
  8. IMPORTANT Actions and Considerations

May Maintenance Pack for 21A

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 APR 2021     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 (21A, 21B, 21C, and 21D)
  • 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 in the body or title of the email.

Feature Summary

Column Definitions:

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

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

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

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
(Feature Delivered Enabled)

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

Customer Must Take Action before Use by End Users
(Feature 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 Calculation Card in HSDL

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 Calculation Card in HSDL

The application maintains data security when you load calculation cards using the HCM Spreadsheet Data 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 HCM Spreadsheet Data Loader users to upload data based on their data security profiles.

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

The business user job role that you assign templates to will also need additional privileges to use the the HCM Spreadsheet Data Loader functionality. For more details, refer to the HCM Integrations and Data Loading Guide available here.

Role Information

These are the privileges that are checked while creating, updating, or deleting data. Ensure that the logged in user has these privileges:

Type of Privilege Data Privilege Name
Create and Update

PAY_MANAGE_PAYROLL_RELATIONSHIP_DATA

Delete

PAY_MANAGE_PAYROLL_RELATIONSHIP_DATA

February Maintenance Pack for 21A

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
29 JAN 2021     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 (21A, 21B, 21C, and 21D)
  • 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 in the body or title of the email.

Feature Summary

Column Definitions:

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

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

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

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
(Feature Delivered Enabled)

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

Customer Must Take Action before Use by End Users
(Feature Delivered Disabled)

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

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Payroll

Payroll for the United Kingdom

P11D Expenses and Benefits Statement for the Tax Year 2020-21

Payrolling Benefits-in-Kind 2021-22

P60 - End of Year Statement for the Tax Year 2020-21

P46 (Car) Annual Updates

Real Time Information - Updates for Tax Year 2021-22

New Starter Declaration Change for Student Loans

New Student Loan- Plan 4 added

Payroll

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.

P11D Expenses and Benefits Statement for the Tax Year 2020-21

You can complete the Expenses and Benefits statements for your employees using the P11D process. These are the new templates for paper and online format relevant for tax years 2020-21:

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

The P11D form and worksheet templates reflect the changes introduced for the tax year ending April 2021, and will be used from the existing process Run P11D Archive and Generate Reports.

The XML file will also be generated from the same process for you to submit to HMRC.

With this feature you can maintain legislative compliance.

Steps to Enable

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

Payrolling Benefits-in-Kind 2021-22

Your employees' benefits-in-kind processed in payroll for the tax year 2021-22 will use the new rates and thresholds published so far by HMRC.

New CO2 emission rates published by HMRC will be used for Car and Car Fuel benefit calculations. The calculations prescribed by HMRC requiring number of days for any benefits, will use 365 calendar days as the tax year 2021 is not a leap year.

This enhancement enables you to comply with the legal requirements.

Steps to Enable

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

P60 - End of Year Statement for the Tax Year 2020-21

You can now provide P60 End of Year Certificates to your employees in the required format for the tax year 2020-2021 to comply with the legislative and statutory changes from HMRC.

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

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

Each template has been amended to add Statutory Parental Bereavement Pay under Statutory Payments:

P60 2020-21

You can use the same processes to run P60 which will now use the new templates relevant to tax year 2020-21:

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

You can comply with the required statutory changes with these updates.

Steps to Enable

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

P46 (Car) Annual Updates

When you are ready to send the P46(Car) details for your employees, you can run the P46(Car) process that would use the latest effective XML template for April 2021.  The process to create the XML output remains unchanged, and you can continue to use the existing P46 (Car) process which will reflect the tax year as 2020-2021. You can verify this by checking the name space field in XML output: 

<IRenvelope xmlns="http://www.govtalk.gov.uk/taxation/EXB/20-21/1">

Use this feature to maintain legislative compliance.

Steps to Enable

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

Real Time Information - Updates for Tax Year 2021-22

Full Payment Submission and Employer Payment Summary

You can create and send Real Time Information (RTI) data to HMRC for the tax year 2021-22 using the new processes for Full Payment Submission (FPS) and Employer Payment Summary (EPS):

  • Run Employer Payment Summary for Tax Year Ending April 2022
  • Run Full Payment Submission for Tax Year Ending April 2022.

You can comply with legislative requirements by using the new processes for FPS and EPS.

Steps to Enable

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

New Starter Declaration Change for Student Loans

When you want to add the new Student Loan Plan 4 deduction for an employee, select the notification type as New Starter Declaration to use the Notification section. The new starter declaration is enhanced to include the new Plan 4 that would be effective from 06 April 2021. 

The employees can use the new revised form through the employee self-service to declare their student loan plans and select Plan 4.

Employee Self-service -  Navigation: Me=> Pay => New Starter Declaration

Professional User -  Navigation: Calculation Cards => Statutory Deductions => PAYE => Notifications; Notification Type = New Starter Declaration

To accurately render the new version of the forms, you need to set the new profile ORA_HRX_GB_PAY_NSD_APR2021 to 'Y'.

If you have a transition period where you wish to switch between the old and new form, this can be managed by setting the profile option accordingly. 

This enhancement enables you to comply with the legislative requirements.

Steps to Enable

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

New Student Loan- Plan 4 added

This feature enables you to use Student Loan Plan 4 with effect from 06 April 2021. You can now select this new plan from the list of values presented for Plan Type on Student Loans calculation component 

Here are the two new value definitions added for the for Plan 4:

  • Student Loan Annual Threshold Plan 4
    • Set at £25000
  • Student Loan Rate Plan 4
    • Set at 9%

If you add the type 4 plan for an employee before it comes into effect, although the record will be saved, the loan won't be processed until the payroll is processed for the new tax year. . 

This enhancement enables you to comply with the legislative requirements.

Steps to Enable

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

Update 21A

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 APR 2021 Compensation/ Total Compensation and External Data External Data - Update Assignments

Updated document. Revised feature information.

30 APR 2021

Compensation/ Workforce Compensation Post Compensation Amounts to Salary Rates

Updated document. Revised feature information.

30 APR 2021

Global Payroll Payslips Access

Updated document. Revised feature information.

26 MAR 2021 Benefits Additional Values on Benefits

Updated document. Revised feature information.

26 MAR 2021

Payroll for the United States

Global Transfer Enhancement for Reporting Information Cards This feature was not delivered, so it has been removed from update 21A.

26 MAR 2021

Payroll for the United States Global Transfer Enhancement for Deferred Compensation Limits

Updated document. Revised feature information.

26 MAR 2021

Payroll for the United States

Health Reimbursement Arrangement Support for Affordable Care Act Reporting

Updated document. Feature delivered in update 21A.

26 MAR 2021

Payroll for the United States

US 1094-C Employer Report Flow Enhancement for California

Updated document. Feature delivered in update 21A.

26 MAR 2021

Payroll for the United States

US 1094-C Employer Report Flow Enhancement for Rhode Island

Updated document. Feature delivered in update 21A.

26 MAR 2021

Payroll for the United States

Fee Priority for Garnishment and Creditor Debt Involuntary Deductions

Updated document. Feature delivered in update 21A.

26 FEB 2021

Global Payroll Transfer Payroll Run Costs to SLA Using Payment Date From Payroll Period Definition

Updated document. Feature delivered in update 21A.

26 FEB 2021 Compensation Individual Compensation Plan Integrity Checker Introduction

Updated document. Revised feature information.

26 FEB 2021

Compensation Responsive Pages Access from Compensation Work Area

Updated document. Revised feature information.

26 FEB 2021

Global Payroll / Payment Methods Bank Region on Payment Methods Page

Updated document. Revised feature information.

26 FEB 2021

Global Payroll / Payment Methods

Payment Methods Responsive Page

Updated document. Revised feature information.

26 FEB 2021

Payroll for Kuwait Social Insurance Segregated Components

Updated document. Feature delivered in update 21A.

26 FEB 2021

Payroll for the United Kingdom Additional Retroactive Cases for Teachers' Pension

Updated document. Revised feature information.

29 JAN 2021 Global Payroll Responsive Page for Event Action Notifications

Updated document. Revised feature information.

29 JAN 2021

Global Payroll / Payroll Processing Multiple Log Files

Updated document. Revised feature information.

29 JAN 2021

Payroll for the United States Anytime Pay

Updated document. Feature delivered in update 21A.

18 DEC 2020 Global Payroll/Payment Methods Personal Payment Method Enhanced for Multiple Assignments

Updated document. Revised feature information.

04 DEC 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 (21A, 21B, 21C, and 21D)
  • 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 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

Dependent and Beneficiary Designation

Benefits Person Electable Choices Diagnostic Test Report

Prevent Accidental Back Out of Life Events

Close Life Events After Making Elections

Additional Values on Benefits

Enrollment Flow as Quick Action and Deep Link

Report on Notes

Compensation and Total Compensation Statement

Compensation

Responsive Pages Access from Compensation Work Area

Salary Basis Type Renamed

Grade Rate Overrides Using Location and Business Unit Based Salary Range Differentials Introduction

Individual Compensation Plan Integrity Checker Introduction

Salary Standard Components

Standard Components Salary Basis Type Introduction

Salary Allocation with Standard Components Introduction

Salary Population from Grade Ladder Rates: Standard Components

Standard Salary Components Introduction in View Compensation History

Workforce Compensation

Audit Assignment Segment Changes

Post Compensation Amounts to Salary Rates

Reprocess or Add New Plan Moved to Batch Process

Test Eligibility Profiles in Workforce Compensation Plan Setup

Use Assignment Segments in Compensation Change Statements

View Manager Assignment Number When Searching in Start Process Manager Hierarchy Search Filter

View Person And Assignment Number in Audit Export Report

View Person and Assignment Number in the Manager Status Report

Total Compensation and External Data

External Data - Update Assignments

Total Compensation - Salary Rates as a Source

Compensation Replaced or Removed Features

Removal of the SalaryVO Business Object

Payroll

Global Payroll

Payslips Access

Responsive Page for Event Action Notifications

Copy Payroll Balances During Global Transfers

Support for SET Instruction in HDL Transformation Formulas

Default Process Configuration Settings for Delivered Extracts

Transfer Payroll Run Costs to SLA Using Payment Date From Payroll Period Definition

Payroll Processing

Automatic Flow Submission for Void, Cancel and External Payment Actions

Enhancements to Void Process When Payments Transferred to Cash Management

Multiple Log Files

Subledger Transaction Number Display in Process Results Details

Payment Methods

Payment Methods Responsive Page

Personal Payment Method Enhanced for Multiple Assignments

Email Alerts for Personal Payment Method Changes

Bank Region on Payment Methods Page

Costing

Partial Period Accruals with Element Group and Relationship Group

Cost and Reconcile Third-Party Rollup Payments

Payroll for Canada

Quebec Labour Standards Report

Global Transfer Uptake: Mass Transfer

Employee Net Pay Threshold

Attribute Visibility Changes

Payroll for China

Enhanced Tax Exemption Amount YTD Calculation Now Considers TRU Association Update Date

Payroll for Kuwait

Support for Social Allowances

Social Insurance Segregated Components

Payroll for Mexico

Variable Earnings Override for SDI Calculation

Payroll for Qatar

Social Insurance for GCC Citizens Working in Qatar

Payroll for Saudi Arabia

Check TRU in Payroll Validation Report

Multi-Language Support for Online Payslip

Additional Hazards Contributions

Payroll for the United Kingdom

Additional Retroactive Cases for Teachers' Pension

Enable Proration for P11D Benefits

Pensions Calculation Card and Automatic Association to Assignment

Reporting Reference Added for Court Order CMSDEO

Masking Authentication Information at Organization Level

Updates to Teachers' Pension MCR Report Process Flow

Payroll for the United States

Global Transfer Enhancement for Involuntary Deductions

Suspend Involuntary Deductions

Global Transfer Enhancement for Tax Card Synchronization

Global Transfer Enhancement for Deferred Compensation Limits

Work Relationship Legislative Information Hidden on Termination

Anytime Pay

Fee Priority for Garnishment and Creditor Debt Involuntary Deductions

US 1094-C Employer Report Flow Enhancement for California

US 1094-C Employer Report Flow Enhancement for Rhode Island

Health Reimbursement Arrangement Support for Affordable Care Act Reporting

HR Optimizations

Workforce Rewards Transactional Business Intelligence

Benefits

Reporting on Benefits Notes

Compensation

Compensation Change Statements Enhancement in Compensation Subject Areas

Grade Rate Value in Salary Subject Areas

New Attributes to Stock Details Real Time Subject Area

>>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.

Dependent and Beneficiary Designation

You can now enforce dependent and beneficiary designation during enrollment for those plans or options where the administrator has defined dependents or beneficiaries in the Allowable Dependent or Beneficiary Designees tab. When a participant selects any of the options that require dependent or beneficiary designation, the application checks the minimum setup. If the participant doesn't designate any dependents or beneficiaries and they select Continue or OK, they see a message. The message prompts the participants that they need to designate the required number of dependents or beneficiaries.

Error Message

You see the same message if the enrollment is performed through the Benefits Service Center by administrators, or by the participants through Self-Service Benefits. However, this check doesn't exist in Override Enrollment, batch jobs, HDL, or spreadsheets.

Here are a couple of points that you should consider before you implement this feature:

  • If you prefer your participants to continue with the enrollment and generate pending actions, you can opt out this feature.

  • Consider how this feature works with your plans and options where the administrator has already defined or planning to define dependents or beneficiaries. This new check applies to the definition set up in the plan or option, and it enforces the minimum setup on designation requirements. For example, consider an option that allows a minimum of two or more eligible dependents. Because the minimum number of eligible dependents is not met, they get to see the error message and the participant cannot continue with their enrollment. However, if they designated themselves, spouse, and two children, they would have fulfilled the minimum requirement for the option to continue, even if the participant has more dependents eligible. That’s because the minimum requirement has been met. 

If the number of eligible dependents is less than the minimum number defined, the check doesn’t apply as that would prevent the participant from enrolling in the option. The check happens only when the number of eligible dependents is the same as or higher than the minimum specified on the plan setup. Make sure that you define rules at only one level, instead of multiple levels. The program considers rules that are defined at the lowest level, which is typically the option-in-plan level. Then, the rules at the option and plan-level are considered.

This feature introduces a check to make sure that participants designate the required number of dependents or beneficiaries before continuing with the enrollment. This check reduces the number of action items generated for the administrators to resolve. Also, you no longer need to rely on post-election edit formula.

Steps to Enable

Here's how you can enforce dependent and beneficiary designation:

  1. On the Home Page, click Benefits Administration >Plan Configuration.
  2. In the Tasks panel drawer, click Self-Service Configuration.
  3. Select the check box named Enforce dependent and beneficiary designation during enrollment under Dependent and Beneficiary Designation.

NOTE: This configuration applies to all the programs and plans not in programs within the enterprise.

  1. Click Save.

Enforce Dependent and Beneficiary Designation

Key Resources

Benefits Person Electable Choices Diagnostic Test Report

You can now use the new Benefits Person Electable Choice Diagnostic Test report to compare and analyze a participant’s enrollment opportunities with their actual enrollment details for the started, processed, backed out, and voided life events. You can analyze the following aspects:

  • Program or plan electability for a specific event or across events.
  • Electable choices and choice-driven data.
  • Enrollments and designations.
  • Rates of recent and accidentally backed out events and ongoing events.
  • Automatic closure and non-closure of life events when electable choices are automatic, or when there are no electable choices.
  • Eligible dependents and beneficiaries across sequential life events, or due to setup changes.
  • Loss of dependents, carry forward of dependents, and beneficiaries and associated restrictions.

Here’s a sample report with electable choice details:

Sample Report

Here’s how you run the Benefits Person Electable Choice Diagnostic Test report:

  1. Click the logged-in user's icon, and click Run Diagnostics Tests in the Troubleshooting section.
  2. In the Diagnostic Dashboard page, search for the Benefits Person Electable Choice Diagnostic Test report, select it, and click Add to Run.     
  3.  In the Choose Tests to Run and Supply Inputs section, click the Input Status icon to enter the person number to compare and analyze.
  4. Click OK.
  5. Click Run in the Choose Tests to Run and Supply Inputs section.
  6.  In the Diagnostic Test Run Status table, click the Refresh button to see the latest status.
  7. When the execution status reads Complete, click the Report icon to view the report.

The report enables the development team and support to diagnose issues related to the choices that a participant could have made in a life event. This report reduces the turnaround time resolving customer reported issues during back-out of life events, both while processing fresh life events and during the enrollment flow in Benefits Service Center and Self-Service Benefits.

Steps to Enable

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

Key Resources

Prevent Accidental Back Out of Life Events

Accidental back out of large amount of enrollment data mostly happens when the administrators process back-dated events. Also when intervening life events occur, the application itself causes a back out. Accidental back out causes loss of important life event data, which cannot be reinstated.

To avoid accidental back out of life event data, you can now back out only the most recent life event at a time. If any process tries to back out more than one life event at a time, the application displays an error. For example, when the Evaluate Life Event process or the Back Out Life Events process tries to back out more than one life event at a time, you get to see the error.

The Back Out Life Events process now has an additional required parameter called "Reason" where you need to justify why you're backing out a particular event.

You can opt for this feature by setting the value of the profile option ORA_BEN_PREVENT_BACKOUT_ENABLED to Y at the site level. This profile option is turned on by default. You can opt out from this feature by setting the value of the profile option to N.

Back Out Life Events

You can save the time that you spend on resolving issues related to accidental back out of life events.

Steps to Enable

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

Key Resources

Close Life Events After Making Elections

You can now close life events anytime within the enrollment flow from Benefits Service Center. Previously, you couldn’t close life events after making enrollment elections as part of enrollment flow. You can use the new Allow administrators to close life event, within enrollment flow, after making elections check box available on the Self-Service Configuration page to enable this feature. This check box works in conjunction with the Close Enrollment Period Date when set as When Elections Are Made at the program level.

NOTE: the Benefits self-service users can’t close life events.

When you make enrollment elections through Benefits Service Center and submit it, you see a message stating that the life event will be closed. If you want to close the life event and submit the enrollment, select Yes. If you don’t want to close the life event, select No, and the enrollments are just saved and not closed, as in the previous releases.

This feature gives the administrator the flexibility to close life events from the Benefits Service Center.

Steps to Enable

Here's how you configure to close life events anytime within the enrollment flow:

  1. On the Home Page, click Benefits Administration >Plan Configuration.
  2. In the Tasks panel drawer, click Self-Service Configuration.
  3. Select the check box named Allow administrators to close life event, within enrollment flow, after making elections under Life Event.
  4. Click Save.

Self-Service Configuration

Key Resources

Additional Values on Benefits

You can now display additional values on the Benefits Service Center and Self-Service Benefits user interfaces using the standard Page Composer functionality. The additional values you can now display are:

  • Life event name
  • Program or plan name
  • Person name, person number
  • Legal entity ID
  • Legislation code
  • Country code

You can configure the Overview and Confirmation pages in self-service to display the life event name and the program and plan names. For example, you might want to display the life event in the Enrollment flow to help participants know which life event is providing the enrollment opportunity.

You can create reports that use these additional values and include the report links in the self-service pages. Here's how you do it:

Example 1: Show a link to open the monthly bill report for each bill whose status isn't open.

Complete the following prerequisites:

  1. Create your billing data model on the BI server. The data model should accept the Person_ID and the Bill_Charge_ID parameters.
  2. Create the bill report layout on the BI server based on the data model you created.
  3. Test the report and keep the link to open the report handy.
  4. You need to use these parameters:

Parameter

Value

PersonNumber

#{sessionScope.Ben_PersonNumber}

BillChargeId

#{row.BillChargeId}

Condition for Bill Status (where the bill status is not equal to Open)

#{row.Status ne 'ORA_OPEN'}

Here are the steps to add a link titled Show Monthly Bill Report (in the Benefits Coverage Charges section on the Billing page) for all the bill charges whose billing status isn't Open.

NOTE: you need to build this report and then can add the link in the Bill Coverage section.

  1. Create and activate a sandbox.
  2. On the Billing page, select the Structure tab, and select Source from the menu.

  1. Click the Bill Coverages section to select it.
  2. In the Task Flow panel, click the Add icon.

  1. In the Add Content dialog box, Components row, click Open.
  2. In the Add Content dialog box, Hyperlink row, click Add.
  3. In the Task Flow panel, you can see that the hyperlink you added appears. Select the hyperlink and click the Edit icon on the toolbar.

  1. In the Component Properties dialog box, add the link to the report in the Destination field. See the Prerequisites section in this document for a sample link to the report.
  2. Complete the following fields:
    Field Value

    Target Frame

    _blank (to open the link in a new tab)

    Text

    Show Monthly Bill Report

    Visible

    Select the check box, and add the following expression:

    #{row.Status ne 'ORA_OPEN'}

  1. Apply the changes. You should be able to see the link you added in the Bill Coverage section. Click the link to view the report.

Example 2: Add a link that shows the legal disclaimer (participant enrollment authorization) action report in Benefits Service Center

Complete the following prerequisites:

  1. Create a legal disclaimer action report (Benefits - Action Items Real Time subject area) that accepts one of these parameters: person number or person ID.
  2. Test the report and keep its link handy.
  3. You need to use this parameter:

Parameter

Value

PersonNumber

#{sessionScope.Ben_PersonNumber}

Here are the steps to add a link titled Participant Enrollment Authorization Report. You want the link to appear above the Evaluated Life Event section, on the Benefits Summary page. Note that you need to build this report and then can add the link in the Legal Disclaimer section.

  1. Create and activate a sandbox.
  2. On the Benefits Summary page, select the Structure tab, and select Source from the menu.
  3. Select the parent area of the Evaluated Life Event section and click Add on the Task Flow panel.

  1. In the Add Content dialog box, Components row, click Open.
  2. In the Add Content dialog box, Hyperlink row, click Add.
  3. In the Component Properties dialog box, add the link to the analysis in the Destination field. See the Prerequisites section in this document for a sample link.
  4. Complete the following fields:
    Field Value

    Target Frame

    _blank (to open the link in a new tab)

    Text

    Participant Enrollment Authorization Report

This feature allows you to display additional values that can be used for different purposes. For example, displaying the life event in the enrollment flow helps participants to know which life event they are enrolling into and marking the date of birth as required is useful for specific countries. Displaying the Person Number helps administrators to identify the correct participant when there are multiple participants with the same name .

Steps to Enable

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

Key Resources

Enrollment Flow as Quick Action and Deep Link

Participants can now use the People to Cover quick action to start their enrollment. Participants no longer have to navigate to the Self-Service landing page to start the enrollment.

Here's how you directly navigate to the enrollment pages:

  1. Click Me on the Home page.
  2. Click the Show More link.
  3. Select People to Cover under Benefits.
  4. Click Continue to navigate to the enrollment flow.

The People to Cover quick action can be integrated as a task within a master checklist, which enables users to complete enrollment as part of the assigned checklist tasks. For example, you can embed the quick action as a task within new-hire checklist, so that the employee can navigate directly to the benefits enrollment area from the checklist tasks. You can use the Checklist Templates task in the Setup and Maintenance work area to embed the quick action as a task.

After you embed the quick action task in the checklist template, participants can use these steps to navigate to the enrollment flow using the checklist tasks:

  1. Click Me, Checklist Tasks on the Home page.
  2. Click Current Tasks.
  3. Select the name of the task that you embedded in the checklist.
  4. Click Go to Task in the page that appears.
  5. Click Continue to navigate to the enrollment flow.

Also, you can modify the Benefits alert templates to include the Review Contacts and Enroll deep link. Use the standard Alerts Composer functionality to include the deep link in the template. This will help participants to get into the enrollment flow directly from the email notifications.

Quick Action Deep Link

The People to Cover quick action reduces the navigation time required to start the enrollment. The Review Contacts and Enroll deep link in the alert templates helps the participants directly get into the enrollment flow to make further changes.

Steps to Enable

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

Key Resources

Report on Notes

You use the Notes section on the Benefits Summary page in Benefits Service Center to record any comments or additional text that you want to store for your reference. These notes are now available in the Notes folder in the Benefits Person Information Real Time subject area in Oracle Transactional Business Intelligence (OTBI.)

Notes Folder

Here’s how you can access the Notes folder:

  1. Click Tools, Reports And Analytics.
  2. Click Create, Analysis.
  3. In the Select Subject Area page, select Benefits - Person Information Real Time, and click Continue.
  4. Expand the subject area and open the Benefits Person folder to see the Notes folder.

All the notes you added for different participants are available in the Notes folder so you can easily search for them.

Steps to Enable

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

Key Resources

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.

Responsive Pages Access from Compensation Work Area

Now, when you have the responsive CMP_COMPENSATION_RESPONSIVE_ENABLED and HCM_RESPONSIVE_PAGES_ENABLED pages profiles enabled for Compensation and HCM, the Compensation work area opens the responsive pages for the Change Salary, Salary History, Individual Compensation, Administer Compensation tasks.

Improve productivity and HR specialist satisfaction by providing a consistent responsive experience across all compensation pages.

Steps to Enable

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

Tips And Considerations

When you click the Salary history action in the Compensation work area, you also launch the responsive search page.

Key Resources

For more information on responsive page profile options, refer to the following document on My Oracle Support:

  • Comparing Classic and Responsive Features in Oracle Fusion Compensation (Document ID 2504450.1)

Salary Basis Type Renamed

To make the purpose of salary components clearer, we renamed the salary basis type Salary amount is determined by components to Salary amount is determined by incremental components. 

Renamed Salary Basis Type

Improve configuration decisions and productivity by indicating the incremental behavior of the salary basis type.

Steps to Enable

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

Grade Rate Overrides Using Location and Business Unit Based Salary Range Differentials Introduction

You can now configure factor or grade rate overrides for salary range differentials when you select the differential type. You can configure a grade rate that's different than the grade rate linked to the salary basis using the Grade Rate type differential.

Grade Rate Type Differential Profile with Grade Rates Defined for Locations

Everyone who has the salary basis with the linked differential profile has the same base salary ranges. Anyone who meets the conditions in the differential profile gets the appropriate adjusted range.

Base Salary Ranges for a Salary Basis with a Linked Differential Profile of the Grade Rate Type

Adjusted Salary Ranges for Anyone in the ZCMP HQ Redwood Shores Location

Adjusted Salary Ranges for Anyone in the ZCMP Reading Location

Lower Limits

You may have statutory limits for salaries that can't be ignored, such as salary minimums for a certain location or business unit. You can enforce these lower limits in salary range differentials linked to salary bases.

Factor Type Differential Profile with Lower Limits Defined for Locations

Base Salary Ranges of a Salary Basis and the Adjusted Ranges After Applying the Appropriate Factor from the Linked Differential Profile and Any Lower Limit

Increase the ease of salary configuration and maintenance by defining differential adjusted salary ranges without having to set them as a factor of base salary range. Also improve statutory compliance by setting minimum salary limits.

Steps to Enable

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

Tips And Considerations

Any existing differential profiles are treated as having the Factor differential type.

Key Resources

For more information, see the Workforce Rewards 20A and 20B What's New:

  1. 20B: Grade Rate Overrides Using Compensation Zone-Based Salary Range Differentials Introduction

  2. 20A: Lower Limits and Salary Range Calculations Introduction

Individual Compensation Plan Integrity Checker Introduction

You can now identify potential issues in individual compensation plans with the integrity checker. It can detect and report on any payroll elements that were deleted but retained in the individual compensation plan options setup. This situation can create orphan data in the individual compensation plan setup table and can cause issues in allocations. To prevent these issues, you can run the Purge Orphaned Payroll Element Setup Data from Individual Compensation Plans process.

Confirmation Message When Validation Detects No Potential Issues

Warning Message When Validation Detects a Potential Issue

You can run the purge process to preview what orphaned payroll element data the process will purge without actually doing the purge. The generated log lists the rows that would be purged so you can review them. Or, you can run the process to purge the orphan rows and clean up the individual compensation setup tables.

Purge Process Where the Run Type Is Preview in Log

Purge Process Where the Run Type Is Purge Process Data

Log Files Generated When the Run Type Is Preview in Log

Reduce your operating costs by detecting potential issues and resolving them proactively without having to contact your help desk.

Steps to Enable

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

Salary Standard Components

Standard Components Salary Basis Type Introduction

You can now maintain salary with a new type of salary basis that uses simple components. The new salary basis type lets you maintain individual simple components, which can have their own characteristics, such as a fixed amount or user-enterable amounts or percentages.

  • Simple components that accept amounts can have amounts that are either user-entered or fixed.
  • Percentage-based simple components can be based on another component, and the percentage can either be user-entered or fixed.
  • Progression grade ladder based components derive their rate value from grade or step rates defined in the progression grade ladders.
  • Simple components can have default values that are used the first time someone uses the salary basis in a salary proposal
  • Simple components can be required or optional. Required components will always be in the salary proposal, but people have to add optional components to the salary proposal, as appropriate.

Each simple component can be added to the overall salary or subtracted from it, or be entirely independent.

Simple Component Salary Basis That Uses Various Types of Simple Components

Simple Components Salary Basis with Progression Grade Ladder Type Simple Components

Here's the purpose of each column:

  • Sequence: Determines the order that the component appears on change salary pages.
  • Process Sequence: Determines the order to process the component values set on the change salary pages. When someone enters a component value, all of the other components with higher process sequences are processed or recalculated. For components that are based on another component, the process sequences need to be higher than the process sequence of the component they're based on.
  • Component: The name of simple component that appears on the salary allocation page. The name comes from the ORA_CMP_SIMPLE_SALARY_COMPS lookup.
  • Type: Types of simple components, such as user-entered amount or fixed amount.
  • Component Percentage Applies To: The salary component to apply the percentage of the simple component to. The field is available for only percentage type simple components.
  • Effect on Overall Salary: Determines whether to add the simple component value to or subtract it from the overall salary amount. Or, the simple component can have no effect on the overall salary amount, meaning it's independent of the overall salary.
  • Optional: Determines whether the simple component is optional or required. When a component is required, it's always available in the allocation and when it's optional, the person needs to add it when they're allocating salary.
  • Default Value: Default value to set on the salary pages when the salary basis is used for the first time.

Reduce operating costs by flexibly maintaining salary in the exact way you offer it.

Steps to Enable

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

Tips And Considerations

This is the first of the multiple features that will be available with this new type of salary basis. It will be incrementally built in subsequent releases.

Key Resources

For more information about this new type of salary basis, see the following document in My Oracle Support:

  • Introducing the Standard Components Type of Salary Basis (Document ID 2717145.1)

Salary Allocation with Standard Components Introduction

You can allocate salary using a simple components type salary basis. The simple components are either required or optional and the values can be user enterable or fixed amounts or percentages, calculated based on another component, or sourced from grade ladder rates.

Here's a simple example of salary details for someone with a salary basis that uses simple component. In this example, the values for these four simple components are added to the overall salary component values:

  • Basic salary
  • Housing allowance: 50% of the basic salary
  • Transport allowance: has a default value of 19,200
  • Special allowance: 40% of the basic salary

First Change Salary Proposal

Change Salary Proposal Where Someone Can Change a Salary Component Value by Entering an Adjustment Amount or a Percentage, a Percentage, or an Amount

Change Salary Proposal Showing How to Add an Optional Component That Just Applies for This Change

Change Salary Notification for Simple Components

Improve salary management by maintaining salary the exact same way you offered it.

Steps to Enable

You have to set up a salary basis with the type Salary amount is determined by simple components.

Here's a sample setup.

Salary Basis with Four Simple Components That Are All Added to a Fifth, Overall Salary Component

Tips And Considerations

Here are limitations for you to consider before you start using this type of salary basis:

  • You need to use the responsive pages to itemize salary with simple components.
  • You can't yet include the simple components table in HR and Offer notifications using the Oracle Business Intelligence Publisher template. Nor can you configure approval rules using the simple component attributes in these flows.
  • You can configure approval rules using simple component attributes and also see the simple components table in Change Salary, Admin Salary, and Salary History approval processes.
  • You can't yet use simple component details in Oracle Transactional Business Intelligence Reports, Oracle Fusion Workforce Compensation, and Oracle Fusion Total Compensation Statements.
  • You can use the CMP_ASG_SALARY_SIMPLE_CMPTS_V view to query simple component details.
  • You can migrate the new type of salary basis using the standard export, import functionality. You can also load salary bases and allocate salary using HCM Data Loader and HCM Spreadsheet Data Loader.
  • When you include the optional simple component in a salary proposal, it's inserted at the end and not in the sequence defined on the salary basis. When people view salary proposals, the sequence set on the salary basis is honored.

  • Optional simple components don't carry forward to the next salary proposal. If they apply, the person making the new proposal has to add the optional simple components again. For example, the current salary has a special allowance. To continue adding this special allowance to someone's salary, the person proposing the new salary has to add it to the proposal.

Key Resources

For more information about this new type of salary basis, see the following document in My Oracle Support:

  • Introducing the Standard Components Type of Salary Basis (Document ID 2717145.1)

You can refer to the followings feature in the 21A Compensation What's New:

  • Standard Components Salary Basis Type Introduction
  • Populate Salary From Grade Ladder Rates: Standard Components

You can also see the following topics in the Implementing Workforce Compensation guide:

  • How To Determine a Salary Amount
  • Considerations for Using Salary Basis with Incremental Components Versus Simple Components
  • Example Simple Component Configurations with People Entering Values and Fixed Percentages
  • Example Simple Component Configurations with Grade Progression Rate, User Entered Values, and Fixed Percentages
  • Simple Salary Components Lookup

Salary Population from Grade Ladder Rates: Standard Components

You can populate the salary directly from your progression grade ladder during HR actions, such as Hire, Promote, and Change Assignment, when you assign salary using the simple components salary basis type. If your salary basis includes a progression grade ladder rate component, the rate values of your progression grade ladder populate the component amount when you do HR actions.

Here's an example salary basis called GSP Hourly Simple Components, which includes a progression grade ladder rate component type called Wage progression rate. You see this simple component name in the salary section of your HR actions.

Simple Component on a Salary Basis of Type Progression Grade Ladder Rate

When you enter the salary basis during a Hire action, the progression grade ladder populates the amount for the progression grade ladder rate component with the grade or step rate. The behavior is the same for any action where you're creating the assignment in the flow, such as Hire, Add Assignment, and Add a Pending Worker. Here's an example of the Hire action. The rate value corresponding to the grade ladder, grade, and step is $27.50. The ladder populates the amount for the simple component with that step rate value when you enter the salary section.

Progression Grade Ladder Rate Component During a Hire Action

When you're updating an existing assignment, you see that the progression grade ladder populates the simple component amount when you change the ladder details (grade ladder, grade, or step) in your HR action. After you go to the salary section, the ladder automatically populates the component amount with the ladder rate. Here's an example showing the amount already populated in the salary section after the step was changed from 1 to 2.

Progression Grade Ladder Rate Component in Change Assignment Action

The progression grade ladder also populates the progression grade ladder rate simple component with the rate value from the grade ladder when someone first adds the component during salary actions, such as Change Salary, or HR actions, such as Change Assignment. Here's an example where the salary record was updated from a salary basis type determined by user to a salary basis type determined by simple components. In this case, the salary record didn't have the progression grade ladder rate. Because the simple component is newly added in the salary action, the progression grade ladder automatically populates the amount with the rate value from the grade ladder.

Progression Grade Ladder Rate Component in Change Salary Action

You can override populated grade rate component amounts before submitting your HR action or salary action.

With this enhancement, you increase efficiencies by automatically entering itemized salary amounts for people whose rates you define on a progression grade ladder.

Steps to Enable

  1. Set up your rates using the Progression Grade Ladders task, not the Manage Grade Ladders task.

  • Set Include Salary Updates to Yes.
  • Set Salary Calculation Method to Use grade step rate.
  1. Make sure that people are assigned a salary basis with the salary basis type of Salary amount is determined by simple components. Include a component with type Progression grade ladder rate.

  • Make the progression grade ladder rate component required by setting the Optional attribute to No.
  1. Include the Salary section in your HR action. You might need to configure responsive pages using Transaction Design Studio in HCM Experience Design Studio.
  2. Include the Grade Ladder, Grade, and Step attributes in your HR action. You need to configure responsive pages using Transaction Design Studio in HCM Experience Design Studio. Exception: If your grades don't have steps, then you don't need to include the Step attribute in your HR actions.

Tips And Considerations

  • The batch processes Run Grade Step Progression and Synchronize Grade Step Rates aren't yet supported for salary basis which is determined by simple components.
    • To be ready for future support of grade step progression batch processes, you need to make all of your simple components required by setting the Optional attribute to No.
  • You can now populate salary from grade ladder rates when the salary basis is either determined by user or determined by simple components. The other salary basis types aren't supported.
  • The component amount populates from the progression grade ladder rate whenever the progression grade ladder rate component is first added during the action, even if the grade ladder attributes weren't changed. For example:
    • During your HR action, if you change from a salary basis without a progression grade ladder rate component to a basis that does include that type of simple component, the amount from the grade ladder automatically populates the component amount. This happens even if you haven't changed the grade ladder attributes, such as grade ladder, grade, or step.
    • During a salary action, if you change the salary basis to a basis that includes a progression grade ladder rate component, and the salary doesn't already include that type of simple component, the amount from the grade ladder automatically populates the component amount. This behavior is specific to salary basis types which are determined by simple components. If the salary basis is determined by user or incremental components, the salary amount isn't updated from the grade ladder rates during salary actions.

Key Resources

You can find more details in these What's New for 21A entries:

  • Standard Components Salary Basis Type Introduction
  • Salary Allocation with Standard Components Introduction

This My Oracle Support document includes details about using progression grade ladder rates in HR and salary actions

  • Introducing the Standard Components Type of Salary Basis (Document ID 2717145.1)

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

  • Implementing Workforce Compensation guide, Base Pay (Chapter 4), How You Populate a Salary Amount with a Rate from the Grade Ladder in the Oracle Help Center.

Standard Salary Components Introduction in View Compensation History

You can view salary allocated using a simple components type salary basis on the View Compensation History page.

Salary History Summary Page When You View the Overall Salary

Simple Component Details for the First Salary Record

Simple Component Details for the Second Salary Record

Improve insight over time into the itemized salary aspect of compensation.

Steps to Enable

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

Key Resources

For more information about this new type of salary basis, see the following document in My Oracle Support:

  • Introducing the Standard Components Type of Salary Basis (Document ID 2717145.1)

You can refer to the followings feature in the 21A Compensation What's New:

  • Salary Allocation with Standard Components Introduction

Workforce Compensation

Audit Assignment Segment Changes

You can now view changes to assignment segments in the worksheet in the audit trail.

Audit Trail Showing Assignment Segment Changes

To configure this feature, you need to select a column to allow segment changes to be differentiated. In the Configure Assignment Segments task in plan setup, there's a new column for Audit Differentiator:

Audit Differentiator Column

You can select only one column as the differentiator and you must do this before you run the Start Workforce Compensation Cycle batch process. You must also check the "Include in audit trail" check box for each assignment segment column you want to view changes for in the audit trail.

Administrators can more easily monitor and validate the segment totals to assignment segment values.

Steps to Enable

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

Post Compensation Amounts to Salary Rates

You can now distribute and post salary compensation amounts back to people whose salaries include rates through the transfer process. Previously, you had to use either a user-defined integration or the salary rates feature in the Individual Worker Display. To use this new feature, you navigate to the properties for the compensation amount worksheet column you use for your salary increases and scroll down to the Salary and Element Mapping section.

  1. Select "Yes" for Post as Salary
  2. Select "Yes" for Salary Includes Rates
  3. Select the "Manager does not enter rates" option

Salary Rate Distribution Configuration Area

These columns appear in the table:

  • Salary Basis name
  • Legislative Data Group
  • Sequence Number
  • Condition (this lets you determine which people use a salary rate distribution and works similarly to Dynamic Calculation or Alert conditions)
  • Salary Rate Name
  • Rate Application Result
    • Amount
    • Balance (required for each salary rate distribution setup for each salary basis)
    • Percentage
    • Percentage of Remaining
  • Value
  • Do Not Post (use this when you plan to manually update a person's salary)
  • Test Condition

New Region To Distribute Compensation Amounts to Salary Rates

When you click the "add" symbol, you see this dialog box:

Dialog Box Used To Select Salary Bases Using Rates

Only those salary bases that use rates appear in the search. After you select a salary basis, the associated rates appear will appear. The derived rates that contribute to the overall salary will also be listed in the table, but they will not have any distribution setup support.

Available Salary Rates

As with the Dynamic Calculation or Alert condition builder, the salary rate distribution condition builder only uses worksheet columns.

Salary Rate Distribution Condition Builder

Enter in a value for the Change Amount, and click "Test" to validate the salary rate distributions:

Test Salary Rate Distribution

You see the breakout according to your configured distribution values:

Salary Rate Distribution Test Results

This features allows all people to have compensation allocated the same way. There's no need for you to enter info on a separate page from the worksheet for those people whose salaries are made up of rates.

Steps to Enable

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

Tips And Considerations

  • Use the "Do Not Post" option in cases where an administrator will manually update people who have a particular salary basis.
  • The Balance rate application result method is required for each salary basis configured.
  • The salary rate distribution condition builder uses worksheet columns only.
  • Derived rates don't allow a distribution setup, however they get calculated as usual during transfer process. All other rate types allow for distribution setup.
  • Transfer process doesn't post the salary if the overall salary after distribution doesn't match the salary proposed in the worksheet exactly.
  • The salary basis type of "Salary amount is determined by rates" is under controlled availability.

Reprocess or Add New Plan Moved to Batch Process

When you reprocess or add a new plan to a person in Administer Workers the action now completes in a batch process. Previously, the action completed online. Administrators also can review any error messages in a new report.

Here's the new process flow:

Reprocess or Add New Plan Parameters

The administrators choose the plan, cycle, and effective date to use when they reprocess or add a plan to a person.

Page Confirming Parameters

Administrators submit the process details.

Confirmation Message Showing Batch Process ID

They receive a batch process ID

New Administration Report

And finally, they use a new administration report to troubleshoot any error messages.

Administration Report Details

This feature lets administrators complete the Reprocess or Add New Plan action in a batch process.

Steps to Enable

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

Test Eligibility Profiles in Workforce Compensation Plan Setup

You can now test the eligibility profiles attached at the plan and component levels to validate them without running the Start Workforce Compensation Cycle batch process. In the Configure Plan Eligibility task, there's a new button called Test Eligibility Profiles:

Test Eligibility Profiles Button

You go a page where you can select the cycle, the person, and the assignment you want to test and then click Test.

Test Parameter Page in Configure Plan Eligibility

If you configured a fast formula as a part of the eligibility profile, you can look at the formula log to see if it worked correctly. The same button appears on the Configure Compensation Components task setup page. To test the configured eligibility profiles, first select a component, and then click Test Eligibility Profiles

Test Eligibility Profiles Button in Configure Plan Components

You go to a page where you can select the cycle, the person, and the assignment you want to test and then click Test.

Test Parameters Page in Configure Compensation Components

If you configured a fast formula as a part of the eligibility profile, you can look at the formula log to see if it worked correctly.

This feature lets administrators easily test eligibility configuration without running the batch process.

Steps to Enable

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

Use Assignment Segments in Compensation Change Statements

You can now configure assignment segment columns and rows to appear in compensation change statements. Previously, only the worksheet column attached to assignment segments was available to be displayed. We updated the All Attributes List.rtf to include the new attributes. The best practice is to use a table to show the data, as the compensation statement pulls all rows for a person. In the example below, you can see how the table is set up:

Compensation Change Statement Configuration

Here's the results on a generated statement:

Compensation Change Statement Showing Assignment Segments

This feature lets you communicate prorated data to people on their compensation change statements.

Steps to Enable

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

Tips And Considerations

We recommend you use a table to show the data, as the compensation statement pulls all rows for a person.

To use the updated All Attributes List.rtf template, you need to download it again from the application.

View Manager Assignment Number When Searching in Start Process Manager Hierarchy Search Filter

You now see Assignment Number in the search results when you search for a manager in the Manager Hierarchy search filter in the Start Workforce Compensation Cycle batch process. Previously, only Person Number was available.

Assignment Number Included in Search Results

More easily see the difference between manager assignments when running the Start process.

Steps to Enable

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

View Person And Assignment Number in Audit Export Report

You can now view the person and assignment numbers for people in the Audit Export report in View Administration Reports:

Person and Assignment Numbers in the Audit Export

Administrators can now more easily differentiate between people and their assignments in the audit trail.

Steps to Enable

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

View Person and Assignment Number in the Manager Status Report

We expanded the Manager Status report to include the person and assignment numbers for managers. You can see the new feature in both versions of the report. The manager version is available from the landing page:

Manager Version of Manager Status

The administrator version is available in View Administration Reports:

Administrator Version of Manager Status

This feature lets people to see the worksheet status of managers with multiple assignments more easily.

Steps to Enable

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

Total Compensation and External Data

External Data - Update Assignments

You can now transform your external data from person level to assignment level data, so that you can use assignment level security. Previously you could only enter external data at the person level. You can still do that if you don't use assignment level security. The Update Assignments process lets you to create assignment level data in case you want to use the new assignment level security. If you switch to assignment level security, and the person level data is not updated, people may no longer be able see the person level records in external data. We added a new button in the External Data Search Results table toolbar, called Update Assignments. When you click this button you go to a page to submit the process. Records are updated to the primary assignment, as of the start date of the external data record.

Update Assignments

Submit Process

Automates the updating of all external data records so you can quickly use them with assignment level security turned on.

Steps to Enable

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

Key Resources

For more information, refer to the followings What's New features:

  • 20D HCM Cloud Common: Secure Access for Workers with Multiple Assignments feature.
  • 20D Workforce Rewards: Assignment Level Security in External Data and Stock.

Total Compensation - Salary Rates as a Source

Expand your total compensation statement capabilities by using the new salary rates as a source. Now you can display salary rates in the total compensation statement. You can add one or all of the rates, and you can drill into the breakdown of the amounts as desired. Start by adding the salary rates compensation items, then place them into a category, and finally add the category to your statement definition.

NOTE: the salary basis that is used for "Salary amount is determined by rates" is still under controlled availability.

Source Type: Salary Rates

Compensation Items

Statement Definition Details

Summary - Cash Compensation

Cash Compensation - Salary Rates Breakdown

Adds important detailed information to people's statements so they can fully appreciate the value of the total compensation awarded to them.

Steps to Enable

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

Tips And Considerations

The lookup for this Salary Basis Type is called, "Salary amount is determined by rates". This is still under controlled availability. As a matter of interest, the lookup description for Salary Basis Type, "Salary amount is determined by components", has changed in 21A to "Salary amount is determined by incremental components".

Compensation Replaced or Removed Features

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

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

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

Removal of the SalaryVO Business Object

The SalaryVO business object is now renamed to Deprecated Salary because it won't be available starting with releases 21B. This name change means the VO won't be available when using Groovy or AutoComplete, again starting with release 21B. We recommend that you replace the Deprecated Salary business object with the Salary business object as soon as possible, before April 2021.

Simplifies setup of AutoComplete and Groovy rule with one business object for Salary.

Steps to Enable

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

Payroll

Global Payroll

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

Payslips Access

If you are a Payroll Manager, you have access to the professional pages relating to Payroll and you can access, depending on security and setup, the payslips of the following:

  • Your own payslips, or
  • Payslips of all your employees or reports

Use Global Search and use the separate navigation to view both the payslips as given here.

View My Payslips (Applies to All Employees Including Managers)

Use these options to view your own payslips.

  • Select My Payslip in Pay under the Me tab on your Home page.
  • Search for Payslips using Global Search.
  • Select the My Payslips quick action under the Me tab on the Home Page.
  • On the Home Page, click My Public Info > Show more and select My Payslips.

View My Employees or Reports Payslips (Applies to Payroll Managers)

Use these options to view your employees or reports payslips:

  • Search for Payslips using Global Search.
  • On the Home Page, click My Public Info > Show more and select Payslips.
  • On the Home Page, click Payroll under My Client Groups and then Payslips.

As a payroll manager use the payroll professional pages to quickly access the payslips of your employees.

Steps to Enable

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

Responsive Page for Event Action Notifications

With this enhancement, you can view the event action notifications using a new responsive page. This page displays notifications raised by event action groups. Examples of features that use this type of event group include retroactive support for new hire and retroactive recalculation of timecards.

The event action notifications responsive page enables you to identify event notifications for a person and view details such as the type of action, effective date, and status (for example: Awaiting Processing).

You can also drill-down to view the event that triggered the notification such as a change in the location of an employee. Use the classic event notifications page to track retroactive notifications for retropay.

Event Action Notifications

You can view event action notifications and drill down to view the events associated with that event notification to detect the type of change, when the change occurred, and who made the change.

Events Associated with an Event Action Notification

You can view the events raised for a person, and also the events that didn't raise any event notification. Click the Events button on the top right corner of the Event Action Notifications page to access the Events page. This responsive page enables you to identify events for a person and view details such as the type of change, the effective date of the change, who changed it, and when.

The events page displays all types of events for a person including events of type event action, retropay and proration.

Events

From the Events page, you can navigate to the Event Action Groups page to verify the event group setup. You can view all the event action groups loaded through HCM Data Loader and see if any are set up to watch the type of event you're interested in.

Event Action Groups

From the Events page, you can also drill down to view the event notifications associated with a specific event. This is the converse of the drill down from the Event Action Notifications page.

Event Action Notifications Associated with an Event

Below are some of the benefits this feature offers:

  • Until now, you could only view retroactive event notifications for retropay. The new responsive page allows the monitoring and investigation of notifications for features that use event actions such as time card resubmission and retroactive support for new hires.

  • You can view the individual events detected by the payroll event model. This lets you know why an event-triggered process did or didn't include a worker. For example, you can do this by comparing the event details to the event action group setup. This will help you understand why an event wasn't considered as a qualifying event and didn't raise an event action notification for the worker.

  • The events page also includes events detected by the payroll event model for retropay and proration.

  • This two-way drill down between event action notifications and events allows you to visualize the impact of an event and also the underlying cause for an event action notification.

Steps to Enable

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

Role Information

If you're using the predefined roles, no action is required. However, if you're using custom versions of these roles, ensure that your custom job roles have these aggregate privileges to access the event pages.

Page Privilege Job Role
Event Action Notification

View Payroll Event Action Notification

ORA_PAY_VIEW_PAYROLL_EVENT_NOTIFICATION

Payroll Manager

Payroll Administrator

Payroll Event

View Payroll Event

ORA_PAY_MANAGE_PAYROLL_EVENT

Payroll Manager

Payroll Administrator

Copy Payroll Balances During Global Transfers

Carry forward assignment and relationship level balances using balance adjustments from the source to the target legal employer during the global transfer of employees. Several payroll calculations would require the knowledge of prior calculations in other payroll relationships. The overall balance that's copied includes,

  • The balance calculated within the source payroll relationship
  • The balances copied to the source payroll relationship for prior global transfers 

Any further payroll deduction calculations on the target employment record must consider the calculations in the prior employment records for the same person. The payroll run can’t access balances across payroll relationships. So you must copy the final balance from the source before the first payroll run on the target employment record.

You can copy balances to the target employment record through any of these methods:

  • Select the Copy balances to the new employment record checkbox to initiate the copy of balances automatically after the global transfer is complete. You can find this checkbox in the Payroll Details section of Local and Global Transfer and Mass Legal Employer Change flow. This checkbox is selected by default and hidden out of the box, but you can enable it by using HCM Experience Design Studio. Once the copy process is complete, you can view the status message on the Change Legal Employer Dashboard. You can preconfigure the list of balances by an object group; called Process Information Group. You can use the delivered Default Global Transfer Group or define an object group according to your requirements

Automatic Copy of Balances

  • Submit the Transfer Balances flow if you think that the balances aren’t ready on the source at the time of global transfer and you want to initiate the copy later. You can determine the readiness of the balance by these two conditions,

    • Any further payroll activity on the source

    • Time left for the first payroll activity on the target

Transfer Balances Flow

The Transfer Balances process copies balances through a balance adjustment batch with adjustments for each balance listed in the specified object group. The application records these adjustments using a system-generated element with the Balance Initialization classification. If the source defined balance has one or more balance contexts, the process creates separate adjustments for each context value. If you run the process for the second time, it would only adjust for differences in balance values between the source and target employment records.

This feature will enable deductions to continue on the new assignment and payroll relationship from where they last left off on the source payroll relationship and assignment. It would also allow enforcing statutory balance limits that apply to the overall balance across all payroll relationships for the same person.

For example, you want to copy a relationship level voluntary deduction such as Car Loan Repayment, which has total owed, to the target employment record. In this scenario, you can add the Car Loan Repayment Accrued to the object group with these details:

  • Source Defined Balance: Car Loan Repayment Accrued Relationship No Calculation Breakdown Inception to Date
  • Target Balance: Car Loan Repayment Accrued 
  • Pre-requisite Target Element (Optional): Car Loan Repayment

Steps to Enable

You must configure the list of source and target balances by an object group; called Process Information Group. You can add balances to the delivered Default Global Transfer Group or define an object group according to your requirements.

Here's how you can add balances to the Default Global Transfer Group,

  1. On the Home page, click the Object Groups quick action under the My Client Groups tab.
  2. Search for and select the Default Global Transfer Group as the object group name.
  3. Click Edit on the Object Groups page, and click Next.
  4. In the Object Group Store section, select Global Transfer Balance Adjustment in the Context Segment field. Click Search.
  5. To add a new entry, click the Create button.
  6. Select the source defined balance that's used to read the balance value on the source employment record.
  7. Select the target balance that's adjusted on the target employment record.
  8. Optionally, select the prerequisite target element if you want to copy the balance only when the employee has a prerequisite element entry.

Tips And Considerations

  • The application copies the balances using balance adjustments, and the results would impact any processes or reports that consume the specified target balance. So this process suits miscellaneous balances that control the payroll calculation, such as arrears and accrued balances. You must carefully evaluate the choice of balance and contexts while adjusting balances that are part of statutory reporting. Your choice would ensure that they are not reported twice under the source and target tax reporting unit.

  • You can run the Transfer Balance process again if additional payroll runs take place on the source employment record. This process assumes that the source balance value is the source of truth and adjusts for differences in balance values between the source and target employment records, even negative ones. So the best idea is to leave the Exclude Target Assignment with Payroll Results parameter in the Transfer Balances flow at its default value. This approach would prevent accidentally reversing the results of calculations on the target employment record that are not part of the source balance value.

Support for SET Instruction in HDL Transformation Formulas

You can configure the HCM Data Loader Transformation Formula to add SET instructions. On the HCM Data Loader DAT files, the transformation formula adds the SET instruction before the METADATA instruction. SET instructions are optional control commands that alter the default processing of the HDL file in which they appear.

NOTE: You can have multiple SET instructions.

Let’s consider these examples.

Example 1:

You can use the ENABLE_INCREMENTAL_LOAD_EVENTS set command to enable payroll events on the data that is loaded using SET instructions.

Here’s the formula to enable the payroll events:

ELSE IF OPERATION = 'SETINSTRUCTIONS' THEN

(

SET1[1] = 'PersonalPaymentMethod' /*FileName*/

SET1[2] = 'ENABLE_INCREMENTAL_LOAD_EVENTS Y'

RETURN SET1

)

Example 2:

Let’s assume that you’re loading the personal payment method data and you want the name of the personal payment method to have a pipe. The name of the personal payment method should be PPM|1.

Here’s the transformed HDL file with a single line to load the personal payment method data with delimiter as pipe.

SET FILE_ESCAPE \

METADATA|PersonalPaymentMethod|EffectiveStartDate|PersonalPaymentMethodCode|AssignmentNumber|Percentage|ProcessingOrder|OrganizationPaymentMethodCode|PaymentAmountType|LegislativeDataGroupName

MERGE|PersonalPaymentMethod|2018/04/04|PPM\|1|E300100006342154|100|999|PM US Sun Power Check |P|PM US Sun Power

Here’s a sample snippet of the formula text to load personal payment method and user-defined table:

ELSE IF OPERATION = 'SETINSTRUCTIONS' THEN

(

SET1[1] = 'UserDefinedTable' /*FileName*/

SET1[2] = 'FILE_ESCAPE \'

SET2[1] = 'PersonalPaymentMethod' /*FileName*/

SET2[2] = 'FILE_ESCAPE \'

RETURN SET1, SET2

)

You can now control the processing of HDL files using HDL transformation formulas, just as you could if you manually created the HDL files.

Steps to Enable

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

Key Resources

For more information on SET commands, refer to the “The Set Instruction” topic in HCM Integrations and Data Loading guide, located in the Oracle Help Center.

Default Process Configuration Settings for Delivered Extracts

You can now directly run the delivered payroll extracts without configuring some of the process configuration parameters for the report. Many delivered extracts, especially high-volume payroll extracts, include default, best-practice process configuration settings that ensure optimal performance.

For example, several high-volume extracts like the Payroll Activity Report has the process configuration parameter, "Multithreaded XML Generation for Extracts (ORA_MULTITHREADED_XML)" set to Y by default. You don’t have to set the process configuration parameter yourselves either at the time of report submission or on the default process configuration group.

This table lists the action parameters that are included by default in the delivered extracts.

Parameter Parameter Name Default Value Reports

Name of Extract Structure Block

EXTRACT_STRUCTURE_BLOCK

Global Payroll Register Extract Structure Block

Payroll Register Report

Payroll Register Report for the Latest Process

Use Sub-set of Archive Extract Structure For Reports

USE_EXTRACT_STRUCTURE

Y

Payroll Register Report

Payroll Register Report for the Latest Process

Suppression of Null Values

WRITE_NULL_VALUES

N

Payroll Activity Report

Payroll Activity Report for the Latest Process

Periodic Payroll Activity Report

Statutory Deduction Register

Statutory Deduction Register for the Latest Process

Periodic Statutory Deduction Register

Payroll Costing Results

Multithreaded XML Generation for Extracts

ORA_MULTITHREADED_XML

Y

Payroll Activity Report

Payroll Activity Report for the Latest Process

Periodic Payroll Activity Report

Statutory Deduction Register

Statutory Deduction Register for the Latest Process

Periodic Statutory Deduction Register

Payroll Costing Results

Skip BI server for online payslip

ORA_PAYSLIP_SKIP_BI_SERVER

Y

Payslip

The delivered extracts use these default settings only if you have not used your own values for these process configuration parameters.

This feature offers the following benefits:

  • You could run the delivered high-volume payroll extracts optimally without overriding the above process configuration parameters for each report submission.
  • If you've copied the delivered report just to default the process configuration group parameter for these delivered settings, you could now switch back to the delivered extract instead. This would ensure future enhancements to the delivered reports would automatically be available.

Steps to Enable

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

Tips And Considerations

  • It is recommended to let the delivered extracts use the default settings delivered for them by not setting your own values for these parameters. Therefore, if you have configured an enterprise-level process configuration group with a different value for any of these parameters, delete them from the group and override them only on the extracts that need the override, individually.
  • If you've already copied the delivered extracts, you would still need to use the process configuration group parameter on the report, unless you make a new copy of the delivered extract that now includes these default settings.
  • For user-defined extracts, you can set your own default settings as hidden extract and flow parameters, just like the delivered extracts. Alternatively or additionally, you could add a process configuration group parameter on the report to allow a different setting on each report submission.
  • Change the process configuration parameter values in the default process configuration group only if you are using the same values across payroll extracts, including those extracts that have their own default settings.

Transfer Payroll Run Costs to SLA Using Payment Date From Payroll Period Definition

You can configure an override value of date paid to use as the Payment Date of the payroll time period definition as the Accounting Date for all the payroll costs that fall within the entered process date range, when you run the Transfer to Subledger Accounting process using the new configuration group name in the Process Configuration Group flow parameter.

This features allows you to transfer costing results for a payroll run by using the payroll time periods date paid in the Accounting Date for Transfer to Ledger configuration parameter.

Steps to Enable

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

Payroll Processing

Automatic Flow Submission for Void, Cancel and External Payment Actions

Capture and display attributes, such as the reason for the external payment, when you take corrective action on a payment in the responsive prepayment and payment results pages. A flow is automatically submitted as a result of your action and you will be able to view the status of the flow on the view flows and process results summary pages.

My Client Groups > Payroll > Process Results Summary > Find Voided Payment process flow

From the Process Results, Click the Person from the Person Process Results to view their Voided Payment Payment Results details, such as the Reason for the corrective action

Capture and display attributes, such as the reason for the external payment, when you take corrective action on a payment in the responsive prepayment and payment results pages. A flow is automatically submitted as a result of your action and you will be able to view the status of the flow on the view flows and process results summary pages.

Steps to Enable

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

Key Resources

For more information about managing flows, refer to the Oracle Human Resources Cloud Administering Payroll Flows guide in the Oracle Help Center.

Enhancements to Void Process When Payments Transferred to Cash Management

When you void or cancel a payment in payroll after the transfer to cash management process has run, the voided payment process now updates the payment status in Cash Management. By updating the status of the payment in Cash Management, it won't be included for reconciliation.

For example, if an employee received a payment of $500 in error. The payroll specialist voids or cancels the payment and the payment will not transfer to Cash Management if the process has not yet run. If the process has already run when you void/cancel the payment, the status of the payment is updated in Cash Management.

Void payments in payroll after the Transfer Payment Information to Cash Management process has completed to automatically synchronize in cash management and ensure they are not reconciled.

Steps to Enable

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

Multiple Log Files

After submitting a process, view the process results and identify any processes that generate multiple log files. 

The process results page displays any sub-processes generated by the process such as child process results. Each sub-process result has a numeric, process identifier. The View Log column in the Output and Log Files section of the Process Results Details page displays the number of log files generated for each sub-process. The column displays the log file name and the number of log files that are generated. If only one log file is generated, the column displays the file name only.

Click on the log file name to view and download the log file and the attachments. In case the process generates multiple log files, click on the number against the log file name to view the individual log files.

You can only view and download log files returned by the processes that you have submitted or have permission to view.

Quickly identify processes that have returned multiple log files and troubleshoot processes.

Steps to Enable

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

Subledger Transaction Number Display in Process Results Details

You can now search for a Transfer to Subledger Accounting process details using the Subledger Transaction Number. The Process Results Details page now supports the Subledger Transaction Number along with the Payroll Relationship Number and Assignment Number.

My Client Groups > Payroll > Process Results Summary > Transfer to Subledger Accounting

Search for a Transfer to Subledger Accounting process details using the Subledger Transaction Number. The Process Results Details page now supports the Subledger Transaction Number along with the Payroll Relationship Number and Assignment Number.

Steps to Enable

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

Tips And Considerations

If you have enabled costing of cleared payments on the payment source AND are using the rollup process, there are known issues because the rollup process creates object actions that are not fully supported by the costing of payments process.

If an uncleared payment is Voided, the prepayment costs are reversed and, in the later step, the prepayment is included in the rollup payment, the process will create costing of payments results record and create the costing of payments results for prepayments again, which is an uncleared payment.

Key Resources

For information on personalizing pages, refer to the following:

  • Chapter 3, Calculate Cost Distributions in the Administering Payroll Costing guide located in the Oracle Help Center.

Payment Methods

Payment Methods Responsive Page

Use the newly designed Payment Methods page to maintain personal payment methods. As a part of the mobile responsive design, the self-service user and the professional user now access the same page. The page has been enhanced with the following features:

DATE EFFECTIVITY FOR PROFESSIONAL USERS

When you navigate to the payment methods page, you see all active payment methods as of today's date, any future payment methods and an option to view prior payment methods. Prior payment methods are those that have both a start date and an end date before today's date. The default view as of today allows you most flexibility to research all of an employee's payment methods regardless of effective dates.

You can use the date effectivity drop down to choose an alternate date, past or present, to view the payment methods effective as of that date. The view as of an effective date allows you to see the payment methods effective for an employee on the specific date, such as a pay period end date or the date payments were processed.

When you add a personal payment method, the start date defaults to the view payment methods as of date from the Payment Methods page.

When you edit a personal payment method, enter the effective date for the change, past or present, make the changes and save.

To end date, enter the effective date, click delete, when prompted, choose to end date the personal payment method and submit.

To delete, click delete, when prompted, choose to Delete permanently and submit.

Here are some examples if today's date is 12-Nov:

  • If you view PPMs as of a past date, such as 1-Nov, any records with a start date before and an end date after 1-Nov will display.
  • If you view PPMs as of a future date, such as 30-Nov, any records with a start date before and an end date after 30-Nov will display.
  • If you view PPMs as of any date past or future, such as 20-Nov and you navigate to the Add Payment Methods page, the effective date of the new record will default to 20-Nov. You can change the effective date of the new PPM to an alternative start date, such as 30-NOV for the new record to start 30-Nov. This new PPM will display only as a future record in View payment methods as of All dates or View payment methods as of 30-Nov or later. It is important to note that you are still dated to 20-Nov on the Payment Methods page and the new record you just created as of 30-Nov will not display. To see the new record, requery for all dates or as of 30-Nov.
  • If you view PPMs as of 20-Nov and you navigate to the Edit an existing Payment Methods page, enter the effective date of the change to the PPM, such as 30-NOV for the new record to start 30-Nov. This change will display only as a future dated record in View payment methods as of All dates or View payment methods as of 30-Nov or later. It is important to note that you are still dated to 20-Nov on the Payment Methods page and the new record you just edited as of 30-Nov will not display. To see the record, requery for all dates or as of 30-Nov.

NOTE: Date Effectivity on the Payment Methods Page is a feature for professional users use only and is NOT available to employees in self-service.

REORDER FUNCTIONALITY

When you have more than one payment method, you can reorder them in the order you would like them to be paid. It is important to note that unless your payment methods share both the same start and end dates, they can't be reordered and the button is disabled.

PRENOTIFICIATION INFORMATION

If you have enabled prenotification, a prenotification message is displayed to all users that shows the prenotification status, such as In Progress or Rejected. Prenote details, such as Prenote Date and Prenote Status, are displayed to professional users only on the Payment Methods page.

EXCEPTION REGION FOR ALL USERS

For personal payment methods created for a specific type of payment, such as a supplemental normal run for a bonus check, the exception is displayed in this region. By default, this region is hidden and can be displayed using Design Studio. Your users can create one personal payment method per given run type.

Use your mobile device to manage payment method details for your employees with the same look and feel as your desktop. Create, edit or view payment method details with ease in the responsive pages.

Steps to Enable

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

Tips And Considerations

The profile option to enable/disable the responsive page is ORA_PAY_PAYROLL_ADMIN_PHASE_2_RESPONSIVE_ENABLED. By default, this is enabled.

NOTE: When the professional users navigate to the Personal Payment Methods page from the Person Management work area, the classic page will display, not this newly designed responsive page, even when the profile option is enabled.

Key Resources

  • For information on Payment Methods, refer to Chapter 2 of the Administering Global Payroll guide located on the Oracle Help Center.

Personal Payment Method Enhanced for Multiple Assignments

You can restrict access to payroll relationships based on a user's assignment security profile, if your organization allows workers to have multiple assignments.

When you turn on the assignment level security, users can only view those assignments within their person security profile.

This table describes how the enhanced data capture applies to the personal payment task:

Task Manage Page View-Only Page REST Responsive Search Page What's Displayed?

Personal Payment Method

Yes

Yes

Yes

Assignment in Security Profile

Payroll relationships for the assignments in the user’s assignment security profile.

Users can now access the correct worker assignments based on their area of access.

Steps to Enable

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

Key Resources

  • For more information about assignment-level security for workers, refer to the 21A HCM Cloud Common What's New for the Secure Access for Workers with Multiple Assignments feature.

Email Alerts for Personal Payment Method Changes

You can now use alert templates to automatically send personalized emails to employees notifying them that their personal payment method is created, updated or deleted. Use the alert templates as delivered or modify them by changing email content, font size, font style, graphics and links to meet your communication style. For example, you can change the template’s font style, add your company logo and include hyperlinks for your website.

Scenario Alert Name Description Message

Employee creates a check PPM

PAY PPM non-EFT is created by an employee

Notification to employee when PPM for other payment types (non-EFT) is created by the employee from UI or Loader.

Format: HTML

Subject: Your PPM was created

Body: Hello <employee first name>,

Your Personal Payment Method <ppm name> has been created successfully. Contact your Payroll Specialist with any questions.

Thank you

Payroll Admin creates a check PPM for an employee

PAY PPM non-EFT is created for an employee

Notification to employee when PPM for other payment types (non-EFT) is created by a payroll admin for the employee from UI or Loader.

Format: HTML

Subject: Your PPM was created for you

Body: Hello <employee first name>,

Your Personal Payment Method <ppm name> has been created successfully for you. Contact your Payroll Specialist with any questions.

Thank you

Employee creates a direct deposit PPM

PAY PPM EFT is created by an employee

Notification to employee when PPM with Bank information is created by the employee from UI or Loader.

Format: HTML

Subject: Your PPM with bank information was created

Body: Hello <employee first name>,

Your Personal Payment Method <ppm name> with bank account ending with <XXXX> has been created successfully. Contact your Payroll Specialist with any questions.

Thank you

Payroll Admin creates a direct deposit PPM for an employee

PAY PPM EFT is created for an employee

Notification to employee when PPM with Bank information is created by a payroll admin for the employee from UI or Loader.

Format: HTML

Subject: Your PPM with bank information was created for you

Body: Hello <employee first name>, Your Personal Payment Method <ppm name> with bank account ending with <XXXX> has been created for you. Contact your Payroll Specialist with any questions.

Thank you

Employee updates or corrects a PPM

PAY PPM is updated or corrected by an employee

Notification to employee when PPM is updated by the employee.

Format: HTML

Subject: Your PPM information was updated Body: Hello <employee first name>,

Your Personal Payment Method <ppm name> has been updated successfully. Contact your Payroll Specialist with any questions.

Thank you

Payroll Admin updates or corrects a PPM for an employee

PAY PPM is updated or corrected for an employee

Notification to employee when PPM is updated by a payroll admin for the employee.

Format: HTML

Subject: Your PPM information was updated

Body: Hello <employee first name>,

Your Personal Payment Method <ppm name> has been updated successfully. Contact your Payroll Specialist with any questions

Thank you

Employee deletes a PPM

PAY PPM is deleted by an employee

Notification to employee when PPM is permanently deleted by the employee.

Format: HTML

Subject: Your PPM information was deleted for you

Body: Hello <employee first name>,

Your Personal Payment Method <ppm name> has been permanently deleted for you. Contact your Payroll Specialist with any questions.

Thank you

Payroll Admin deletes a PPM for an employee

PAY PPM is deleted for an employee

Notification to employee when PPM is permanently deleted by a payroll admin for the employee.

Format: HTML

Subject: Your PPM information was deleted for you

Body: Hello <employee first name>,

Your Personal Payment Method <ppm name> has been permanently deleted for you. Reach out to the payroll team if it was done in error or if there is a concern.

Thank you

Employee end dates PPM

PAY PPM is end dated by an employee

Notification to employee when PPM is end-dated by the employee.

Format: HTML

Subject: Your PPM information was end-dated

Body: Hello <employee first name>,

Your Personal Payment Method <ppm name> has been end-dated as of <ppm end date>. Contact your Payroll Specialist with any questions.

Thank you

Payroll Admin end dates PPM for an employee

PAY PPM is end dated for an employee

Notification to employee when PPM is end-dated for the employee.

Format: HTML

Subject: Your PPM information was end-dated

Body: Hello <employee first name>,

Your Personal Payment Method <ppm name> has been end-dated as of <ppm end date>. Contact your Payroll Specialist with any questions.

Thank you

You can enable and modify the templates using the common alerts functionality to meet your business needs.

Steps to Enable

To enable individual notifications or all the notifications available, follow these steps:

  1. Navigation: Tools > Alert Composer
  2. Select and configure the delivered alert and templates:
  • Alert Name: PPM_Alert
  • Enabled: Yes
  • Alert Code: PA_PPM_Alert
  • Template: PPM Notification
  • Enabled: Yes

Bank Region on Payment Methods Page

Use the new Bank Accounts region on the Payment Methods page to maintain your bank account details. This new region is for all users to easily maintain bank accounts independent of personal payment methods. An active bank account is required in order to create your personal payment methods for direct deposit.

Once your bank accounts are created to receive payments, these will be available in the bank account list of values in the My Payment Methods region of the page.

NOTE: If the employee is on a payroll where an international transfer is a valid Organization Payment Method, bank accounts can be created for different countries. You can restrict employees from this capability by setting what organization payment methods should be available for employees to select in the payment method preferences.

Enter bank account information in the new bank region on the payment methods page and associate it to a payment method.

Steps to Enable

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

Costing

Partial Period Accruals with Element Group and Relationship Group

You can use the new Payroll Relationship Group and Element Group parameters in Calculate Partial Period Accruals process to limit the number of employees and elements included in the calculation. These are optional parameters so if no value is selected, the estimates are generated for all relationships and all elements, just as it has always done.

My Client Groups > Payroll > Submit a Flow > Calculate Partial Period Accruals

Estimate payroll costs for a group of employees or elements when you can run the Calculate Partial Period Accruals process using element groups and payroll relationship groups.

Steps to Enable

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

Tips And Considerations

If you include a distributed element in the group but you did not include the set member, the process still distributes the costs of distributed element on all set members when estimating. For example, if you have 3 earnings elements, Earn1, Earn2, and Earn3 and are all using “Costed” type, you have one distributed element, Dist1 with Distribution Set that includes all 3 elements. When you create the element set, you included element Earn1, element Earn2 and distributed element Dist1 but you did not include Earn3. In this scenario, the estimates for Dist1 will be allocated to all set members – Earn1, Earn2, and Earn3 and the individual estimates will be done for Earn1 and Earn2 only.

Key Resources

  • For information on personalizing pages, refer to Chapter 3, Calculate Cost Distributions in the Administering Payroll Costing guide in the Oracle Help Center.

Cost and Reconcile Third-Party Rollup Payments

You can now cost and reconcile payments that have been rolled-up using the Run Third-Party Payment Rollup process. Transfer rolled up payments to cash management using the Transfer Payments Information to Cash Management, cost the rolled up payments using Calculate Costing of Payments process and transfer the rolled up payments costs to Subledger Accounting using Transfer to Subledger Accounting process because they have been enhanced to support the rollup payments.

My Client Groups > Payroll > Submit a Flow > Run Third-Party Payment Rollup

Cost and reconcile third-party rollup payments using the enhanced Transfer to Subledger Accounting, Calculate Costing of Payments and Payment Information to Cash Management processes. These processes now support rollup payments form the Run Third-Party Payment Rollup process.

Steps to Enable

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

Key Resources

For information on personalizing pages, refer to the following:

  • Chapter 3, Calculate Cost Distributions in the Administering Payroll Costing guide in the Oracle Help Center.

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.

Quebec Labour Standards Report

Calculate and report employer liability for Quebec Labour Standards. Employers with employees working in Quebec are subject to the levy. The levy applies to all employers, unless specifically exempted. Use this report to assist in filling out the “Calculation of the Contribution Related to Labour Standards” government LE-39.0.2-V form.

An overview of the Quebec Labour Standards process is below and is further described in each subsequent section.

  1. Configuring the Quebec Labour Standards
  2. Calculating the employer liability
  3. Running the Quebec Labour Standards Report

CONFIGURING QUEBEC LABOUR STANDARDS

Configuration is required and includes the following tasks:

  • Enabling the Quebec Labour Standards Calculation at the PSU level
  • Creating the Reporting Information card (if you need to capture the Parity Committee)
  • Creating balance feeds for reporting

ENABLING THE QUEBEC LABOUR STANDARDS CALCULATION

Enable the Quebec Labour Standards at the PSU level, under the Quebec Labour Standards section. To enable the calculation, you must select the “Enable Quebec Labour Standards Calculation” option. Employees within the PSU that do not have the option selected are excluded from the calculation and report.

IMPORTANT: You must explicitly set this option, otherwise no employees will be considered for the calculation. It is very important to set this at the start of the tax year. If it is not set prior to the first payroll of the tax year, the calculations will be incorrect and balance adjustments will be required for correct reporting. Once this option is enabled, it will remain selected. You do not have to reset it every tax year.

To enable the calculation:

  1. Navigate to Setup and Maintenance.
  2. Search for and select the Manage Legal Entity HCM Information task.
  3. Enter the Legal Entity Name and click Search.
  4. Select the Legal Entity Name.
  5. Click the Payroll Statutory Unit tab.
  6. Click Quebec.

CREATING THE REPORTING INFORMATION CARD

If you have a Parity Committee, create a Reporting Information card to capture the name. Create the Quebec Labour Standards Contribution calculation component and details as shown in the screen capture below.

In order for the Parity Committee Names to become available in the lookup, you must first create the values in the Parity Committee Name lookup (ORA_HRX_CA_PARITY_COMMITTEE). To create the lookup values:

  1. Under My Client Groups > Quick Actions, select Lookups.
  2. Search for the Lookup Type = ORA_HRX_CA_PARITY_COMMITTEE.
  3. Click Add.
  4. Enter the Lookup Code, Start Date, and Meaning.
  5. Click Save and Close.

CREATING THE BALANCE FEEDS FOR REPORTING

Some columns on the report require balance feeds for them to appear on the report.

The following existing balances may require feeds:

  • RL-1 Box A Adjustment
  • RL-1 Box R Employment Income Adjustment
  • Indemnities in lieu of notice
  • Indemnities for damages
  • RL-1 Deferred Salary or Wages
  • RL-1 Employee Benefit Plan
  • RL-1 Employee Trust

The following new balances may also require feeds:

  • Benefit from Amount Paid for Shares
  • CCQ Employee Wages
  • Commission or Committee Member Fees
  • Directors Fees
  • Heavy Equipment Operator Wages
  • Indemnities for Damages
  • Indemnities in Lieu of Notice
  • Parity Committee Employee Wages
  • Other Labour Standards Exempt Remuneration (only feed this one if you are exempting the employee from QLS calculations)

CALCULATING THE EMPLOYER LIABILITY

If enabled, the liability is calculated in the payroll run. The Quebec Labour Standards Results element is used to maintain the following new balances calculated in the payroll. Balances correspond to the specific lines in the Quebec Labour Standards Report.

  • Quebec Labour Standards Gross
  • Quebec Labour Standards Subject
  • Quebec Labour Standards Excess
  • Quebec Labour Standards Taxable
  • Quebec Labour Standards Liability
  • Quebec Labour Standards Exempt

RUNNING THE QUEBEC LABOUR STANDARDS REPORT

You must process the End-of-Year Archive prior to running the Quebec Labour Standards Report.

Use the “Run Quebec Labour Standards Report” flow to generate the Excel spreadsheet. Parameters are:

  • Tax Report Year (mandatory)
  • Quebec Identification Number (QIN)
  • Process Configuration Group

The report automatically generates in summary and detail mode. One tab includes the summary information and reports one row for each QIN. Another tab includes detail information and reports one row for each employee. Most amount columns displayed as output in the spreadsheet are balances that map to lines on the government form. Calculated values are not displayed on the report.

The screen capture below is an excerpt of the summary output.

The screen capture below is an excerpt of the detail output.

Calculate and report employer liability for Quebec Labour Standards.

Steps to Enable

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

Tips And Considerations

Consider the following important notes below:

  • You must explicitly set the Enable Quebec Labour Standards Calculation option, otherwise no employees are considered for the calculation and reporting. It is very important to set this flag at the start of the tax year. If it is not set prior to the first payroll of the year, the calculations will not be correct and balances will not be accumulated correctly, thus requiring balance adjustments for correct reporting.
  • Once the Enable Quebec Labour Standards Calculation option is enabled, it will remain selected. You do not have to reset it every tax year.
  • If you are going live at any point other than the start of the tax year, you must either initialize the balances prior to running payrolls or perform balance adjustments at the end of the year.
  • The configuration of the Quebec Identification Number is mandatory to process this report. This is part of the Quebec Provincial Tax Jurisdiction Registration process, and can be configured at the PSU or the TRU level. Refer to the End-of-Year Processing Guide for details.
  • To exempt a specific employee from the calculation, you must feed the “Other Labour Standards Exempt Remuneration” balance.

Key Resources

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

Canada Information Center

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

  • Welcome tab > Product Documentation > White Papers > Implementation and Use
  • CA – Payroll tab > End-of-Year Processing > End-of-Year Processing Guide
  • CA – Payroll tab > Product Documentation > White Papers > Loading Canada Data Using HCM Data Loader
    • Loading Balance Adjustments for Canada Using HCM Data Loader
    • Loading Initial Balances for Canada Using HCM Data Loader
  • CA – Payroll tab > Product Documentation > White Papers > Balance Initialization
  • CA – Payroll tab > Product Documentation > White Papers > Balance Adjustments

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: Mass Transfer

Transfer employees in mass 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 for multiple employees, thus eliminating the need to enter this data manually. This process delivers the same functionality as the Local and Global Transfer task that was delivered for one employee. As part of the process, you select and add multiple employees to process at one time.

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 Entity to the new Legal Entity. However, the taxation component (Taxation Context - HRX_CA_WTH_TAXATION) 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 Legal Entity, then creates a new work relationship and assignment in the new Legal Entity.

Use the Mass Legal Employer Change task to initiate a global transfer for multiple employees from one legal employer to another.

Transfer employees in mass between legal employers easily within your organization using the global process.

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

Employee Net Pay Threshold

Set a threshold amount to avoid distributing employee cheques with small amounts. Anything below the threshold amount is automatically applied to the employee’s Federal Tax obligation. Anything above the threshold are paid out as normal.

New shadow elements are used to adjust net pay, if the threshold is configured:

  • Federal Withheld Adjustment Results
  • Federal Supplemental Withheld Adjustment Results

Configure the threshold at the Legislative Data Group (LDG) level. This will apply to all organizations. To enable the threshold:

  1. Navigate to Setup and Maintenance.
  2. Search for and select the Calculation Value Definitions task.
  3. Enter the name Employee net pay threshold, select a Canadian LDG, and click Search.
  4. Select Employee net pay threshold.
  5. In the Calculation Values section, click Add and enter the following range values
    1. From Value = 0
    2. To Value = 999,999,999
    3. Calculation Type Override = Flat Amount
    4. Flat Amount = Enter the dollar amount of the threshold (for example, 2)
  6. Click Submit.

Set a threshold amount to avoid distributing low-value employee cheques.

Steps to Enable

You don't need to do anything to enable this feature, although configuration is required to use the feature.

Tips And Considerations

If there is no Federal Tax deduction to add the amount below the threshold value to, the amount is paid as normal. For the process to happen, a Federal Tax deduction amount must exist to add the amount to.

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

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

Attribute Visibility Changes

Create a better user experience by leveraging changes to the display of the attributes covered by this feature. These changes are delivered as Transaction Design Studio rules and make the data capture more aligned with local cultural expectations and legislative requirements. The changes highlighted below were delivered in this release.

Actions: Add Assignment, Change Assignment

  • Show Reporting Establishment

Action: Resignation

  • Hide Work Relationship Legislative Information (in the Resignation Info region)
    • NAICS Override Code

See the Key Resources section for more information about the segments included in the Work Relationship Legislative Information flexfield.

Create a better user experience by leveraging changes to the display of the attributes covered by this feature. These changes are delivered as Transaction Design Studio rules and make the data capture more aligned with local cultural expectations and legislative requirements.

Steps to Enable

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

Tips And Considerations

If the changes made to the visibility of the attributes covered by this feature don't meet your business requirements, you can modify their visibility using Transaction Design Studio.

Key Resources

See the following My Oracle Support documents for more information:

  • Oracle Support Document 2504404.1 (Transaction Design Studio – What It Is and How It Works)
  • Oracle Support Document 2333209.1 (Oracle HCM Cloud Seeded Legislative Descriptive Flexfields Localizations)

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 Tax Exemption Amount YTD Calculation Now Considers TRU Association Update Date

Earlier, for a tax reporting unit association update, you were required to set up the Tax Reporting Unit Hire Date attribute to ensure that the application used the hire date as the start date when calculating the tax exemption year-to-date amount for the new tax reporting unit.

You're no longer required to specify the tax reporting unit hire date. The application now uses the association update date as the start date to calculate the tax exemption year-to-date amount for the new tax reporting unit. If an employee updates the tax reporting unit association on April 26, then when running the payroll for the May pay period, the tax exemption year-to-date amount for the latest tax reporting unit calculated by the application is equivalent to 10,000 yuan, which is 5000 yuan x 2.

Application Uses the TRU Update Date as the Effective Start Date for Tax Exemption Amount Year-to-Date Calculation

Improve the productivity by not requiring to set up the Tax Reporting Unit (TRU) hire date when there's a TRU change.

Steps to Enable

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

Payroll for Kuwait

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

Support for Social Allowances

With this enhancement, create standard earnings elements, and their associated objects for the following social allowances.

  • Cost of living: Flat amount or percentage of salary.
  • Housing: Percentage of the annual or monthly salary.
  • Social: Flat fee or percentage of salary.
  • Transport: Flat amount (when no means of transportation is provided). This allowance is not included in the Social Insurance calculation.

Create social allowance elements to manage payments for the corresponding social allowances.

You can create a standard earnings element using the element template. You must provide secondary classifications to create the appropriate elements and associated objects. After selecting the primary classification of standard earnings the secondary classification will be available from the list of values. Create element input values, calculation value definitions, subclassifications, balances, balance dimensions, formula and balance feed using the secondary classifications.

Set the element category to Standard for all Kuwait specific social allowance secondary classifications. The objects that are created are based on the results of the element template.

Comply with the legislative requirements for employees and employers working in Kuwait. Create social allowance elements to manage payments for social allowances.

Steps to Enable

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

Social Insurance Segregated Components

This feature delivers the segregation of the components that comprise Kuwait social insurance, for both Private and Government sector employers.

SOCIAL INSURANCE CALCULATION VALUE DEFINITIONS

Previously some calculation value definitions representing social insurance were a combination of rates.

Previous Rates for Private Sector:

Calculation Value Definition

Old Rate (Percent)

Included

Employee Basic Rate for Private Sector

8.0

Basic Rate/Pension Fund/Unemployment

Employee Basic Rate including Gratuity Contribution for Private Sector

10.5

Basic Rate/Pension Fund /Unemployment/Gratuity

Employee Supplementary Rate for Private Sector

8.0

Supplementary Rate/Pension Fund /Unemployment

Employee Gratuity Rate for Private Sector

2.5  

Employee Pension Fund Rate for Private Sector

2.5  

Employee Unemployment Rate for Private Sector

0.5  

Employer Basic Rate for Private Sector

11.5

Basic Rate/Pension Fund/Unemployment

Employer Supplementary Rate for Private Sector

11.5

Supplementary Rate/Pension Fund /Unemployment

Employer Pension Fund Rate for Private Sector

1.0  

Employer Unemployment Rate for Private Sector

0.5  

Previous Rates for Government Sector:

Calculation Value Definition

Old Rate (Percent)

Included

Employee Basic Rate for Government Sector

7.5

Basic Rate/Pension Fund

Employee Basic Rate including Gratuity Contribution for Government Sector

10.0

Basic Rate/Pension Fund/Gratuity

Employee Supplementary Rate for Government Sector

7.5

Supplementary Rate/Pension Fund/Unemployment

Employee Gratuity Rate for Government Sector

2.5

 

Employee Pension Fund Rate for Government Sector

2.5

 

Employer Basic Rate for Government Sector

11.5

Basic Rate/Pension Fund

Employer Supplementary Rate for Government Sector

11.5

Supplementary Rate/Pension Fund

Employer Pension Fund Rate for Government Sector

1.0

 

The calculation value definitions have been updated so that each calculation value definition represents the appropriate rate for that component as defined by legislation.

New Rates for Private Sector:

Calculation Value Definition

New Rate (Percent)

Includes

Employee Basic Rate for Private Sector

5.0

Basic Rate only

Employee Basic Rate including Gratuity Contribution for Private Sector

10.5

Basic Rate/Pension Fund/Unemployment/Gratuity

Employee Supplementary Rate for Private Sector

5.0

Supplementary Rate only

Employee Gratuity Rate for Private Sector

2.5

 

Employee Pension Fund Rate for Private Sector

2.5

 

Employee Unemployment Rate for Private Sector

0.5

 

Employer Basic Rate for Private Sector

10.0

Basic Rate only

Employer Supplementary Rate for Private Sector

10.0

Supplementary Rate only

Employer Pension Fund Rate for Private Sector

1.0

 

Employer Unemployment Rate for Private Sector

0.5

 

New Rates for Government Sector:

Calculation Value Definition

New Rate (Percent)

Included

Employee Basic Rate for Government Sector

5.0

Basic Rate only

Employee Basic Rate including Gratuity Contribution for Government Sector

10.0

Basic Rate/Pension Fund/Gratuity

Employee Supplementary Rate for Government Sector

5.0

Supplementary Rate only

Employee Gratuity Rate for Government Sector

2.5

 

Employee Pension Fund Rate for Government Sector

2.5

 

Employer Basic Rate for Government Sector

10.0

Basic Rate only

Employer Supplementary Rate for Government Sector

10.0

Supplementary Rate only

Employer Pension Fund Rate for Government Sector

1.0

 

Changes have been made to the following calculation value definitions, other rates remain unchanged:

Employee Calculation Value Definitions

Old Rates

New Rates

Employee Basic Rate for Private Sector

8.00%

5.00%

Employee Supplementary Rate for Private Sector

8.00%

5.00%

Employee Basic Rate for Government Sector

7.50%

5.00%

Employee Supplementary Rate for Government Sector

7.50%

5.00%

Employer Calculation Value Definitions

   

Employer Basic Rate for Private Sector

11.50%

10.00%

Employer Supplementary Rate for Private Sector

11.50%

10.00%

Employer Basic Rate for Government Sector

11.00%

10.00%

Employer Supplementary Rate for Government Sector

11.00%

10.00%

SOCIAL INSURANCE ELEMENTS

To support the correct calculation and reporting of social insurance components, all elements representing employee social insurance deductions are now classified as ‘Social Insurance Deductions’. Those representing employer social insurance deductions are now classified ‘Employer Charges’, even if they were previously classified as ‘Information’.

KNOWN IMPACTS

The delivery of the new rates, and the change in element classifications will have an impact on;

  • Statement of Earnings and payslip, as the amounts shown for each component of social insurance will have the appropriate name, and be at the correct rate
  • Delivered reports, such as Report 166, will show the correct amounts in the appropriate columns
  • If any customized reports reference any of the updated calculation value definitions, or element classifications, they may need to be updated
  • A known issue relates to the retro process
    • If the retro process is run in the first period after the introduction of the changes, then negative social insurance contributions are brought forward from the previous period, for employee and employer basic and supplementary social insurance retro.
    • If it isn’t required in that period then the retro process shouldn’t be run, and the payroll run and deductions will be calculated correctly.
    • If the retro process must be run then the negative entries can be cancelled by using balance adjustment. For example, if the element Employee Basic Social Insurance Retro has generated an incorrect value of -45 KWD, then create a balance adjustment of Employee Basic Social Insurance Retro with +45 KWD
    • This issue may also occur if the retro process spans a period from prior to the introduction of the changes, onwards. Any retro process run from the period the change was introduced, onwards, will not create any negative entries.

Improve the information reported on statutory reports, statement of earnings and payslips.

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.

Variable Earnings Override for SDI Calculation

Stay compliant when an employee is transferred between legal employers and/or Tax Reporting Units (TRU) or when there is a TRU association change on the Employee Tax Card.

Use the new SDI Variable Portion Override in the SDI Calculation component to specify an employee's previous bi-monthly variable earnings. This override amount will be used for the calculation of SDI (integrated daily wage).

This can also be used for any new hires/rehires where variable earnings form part of the employee's expected earnings.  

Employee Tax Card SDI Override

Create a better user experience by staying compliant when transferring employees between legal employers and/or tax reporting units and make use of the new SDI Variable Portion Override for the calculation of SDI (integrated daily wage).

Steps to Enable

To enable this feature and ensure the correct continued calculation of SDI for employees, you must add the SDI Calculation component to the existing Employee Tax Card for all of your active employees.

The SDI Calculation component may be added for all employees using HCM Data Loader. Use the Calculation Card business object to create the SDI Calculation card component.

Example of adding the SDI Calculation component to an existing Employee Tax Card using the HCM Data Loader:

METADATA|CalculationCard|EffectiveEndDate|EffectiveStartDate|AssignmentNumber|DirCardDefinitionName|LegislativeDataGroupName|CardSequence

MERGE|CalculationCard|4712/12/31|2013/01/01|E955160008184077|Employee Tax Card|ZHRX_MX LDG 001|1

METADATA|CardComponent|EffectiveEndDate|EffectiveStartDate|DirCardCompDefName|LegislativeDataGroupName|ComponentSequence|CardSequence|AssignmentNumber|DirCardDefinitionName

MERGE|CardComponent|4712/12/31|2020/01/01|SDI Calculation|ZHRX_MX LDG 001|1|1|E955160008184077|Employee Tax Card

For employees hired after the introduction of this feature, the SDI Calculation component will be automatically added to the Employee Tax Card when the card is created.

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.

Social Insurance for GCC Citizens Working in Qatar

Use the additional balances provided to manage contributory salary when calculating social insurance contributions between employees and employers working in Qatar.

Employee Contributions: To calculate the employee contributions, you can use these new information balances:

  • Employee Government Sector Contributory Salary Base
  • Employee Private Sector Contributory Salary Base

You can use the GCC citizen country to identify the appropriate information balances (the suffix is the country).

Employer Contributions: To calculate employer contributions, use the Employer Contributory Salary information balance. You must enter the appropriate earnings element for this balance.

Employer Contributions Paid by Employee: Some GCC employees need to pay the employer a share of the social insurance contributions due on any eligible social allowances. To calculate the employer contributions paid by the employee, you can use these new information balances:

  • Employer Government Sector Social Allowance Base
  • Employer Private Sector Social Allowance Base

Additional social insurance contributions are paid at the employee rate, on any amount in the Employer Social Allowance Salary Base. If the amount is zero, then no additional social insurance contributions are due.

Comply with the legislative requirements for employees and employers working in Qatar.

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.

Check TRU in Payroll Validation Report

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

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

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

Manage Legal Reporting Unit HCM Information

Comply with the legislative requirements for employees and employers working in Saudi Arabia.

Steps to Enable

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

Multi-Language Support for Online Payslip

The online payslip can now be created based on the correspondence language of the individual employee.

Comply with the legislative requirements for employees and employers working in Saudi Arabia.

Steps to Enable

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

Additional Hazards Contributions

You can enter an additional amount for GOSI Hazards with a new enterable calculation value definition if the additional GOSI Hazards Increase is applicable to all employers within an LDG. If required at a PSU level, define a value for the calculation component detail Saudi Employer GOSI Details Employer Hazards Increase to apply a flat rate value to calculate the total amount of GOSI Hazards. If you don't define a value for the GOSI Hazards Increase, the application uses the standard rate for GOSI Hazards.

The rate input value on the Employer GOSI Hazards element will hold the total of the standard rate and any additional rate for GOSI Hazards which will be used in the calculation.

Comply with the legislative requirements for employees and employers working in Saudi Arabia.

Steps to Enable

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

Role Information

Payroll Manager

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.

Additional Retroactive Cases for Teachers' Pension

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.

Where a member has more than one contract of employment, the calculations are performed separately for each of those employments. This means that each row of data has a pensionable pay amount associated to it and indicators to denote the specific method used to calculate the members contribution deduction.

To ensure that the correct pensionable earnings are taken into account when calculating the tier to be used, verify the earnings feeding balance Permanent Pensionable Pay.

As the retro process can’t currently identify the reason why any retro earnings have been generated in any given period, any retro earnings added to balance Permanent Pensionable Pay will always be included in the calculation of the tier. Retro earnings elements need to feed balance TPS Earnings Retroactive. The process will use the ‘TPS Earnings Retroactive’ balance to calculate the permanent pensionable pay for a supply teacher.

The identification of whether ‘BK’ or ‘When Paid’ is reported, is in progress, and would be available in a future release.

To accurately report pensionable overtime and bonus ensure that the appropriate earnings elements feed the delivered Pensionable Overtime TPS and Pensionable Bonus TPS balances, and any retro overtime or bonus elements feed the respective Pensionable Overtime TPS and Pensionable Bonus TPS retroactive balances.

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.

As a payroll manager, you can perform these activities:

  • Verify that the appropriate information has been archived to ensure that the Monthly Contributions Reconciliation file is created correctly, when record action is Delete, with updates to service.
  • Verify that the appropriate information has been archived to ensure that the Monthly Contributions Reconciliation file is created correctly, when record action is Update, not including complex retro payments.
  • The format of the CSV file generated by the MCR process, including Add, Update and Delete.

Steps to Enable

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

Enable Proration for P11D Benefits

You now have the option to automatically prorate certain benefits. You can do this where the benefit year is for a calendar year and not the tax year. 

You can set the option at the component level for proration when multiple entries relating to the same tax year are encountered through Benefits.

Select the field Is the cost to you an annual amount? in the assets placed at employee's disposal.

The proration is based on the number of days in a calendar year.

This feature enables you to automatically prorate certain benefits.

Steps to Enable

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

Pensions Calculation Card and Automatic Association to Assignment

With this enhancement, you can automatically associate your new hire’s assignment to the Pensions Automatic Enrolment calculation card.

At the organization level, you can opt to create the association when the Pensions Automatic Enrolment card is automatically created for new hires. In the organization level calculation card for Benefits, in the Pension Automatic Enrolment Information calculation component details, ensure that these are the values for the fields:

  • Enable automatic assignment association - selected
  • Disable automatic card creation - unselected

With this enhancement, when you hire an employee, the Pensions Automatic Enrolment card is created with assignment associations when the default values are appropriately set at the organization-level. 

Steps to Enable

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

Reporting Reference Added for Court Order CMSDEO

You can identify the employee’s CMSDEO using the separate references and ensure error free processing of the attachment order. The identifiers available are:

  • Reporting Reference
  • Unique Reference, that's a required field

When you add a court order of type CMSDEO, you must enter an order reference for it. The order reference is displayed on the CMSDEO or DEO report.

The unique reporting reference is used for the CMSDEO court orders.

Steps to Enable

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

Masking Authentication Information at Organization Level

You can now use the additional complex authentication processes introduced by HMRC for Real Time Information web services.

With this legislative change, you can update your password length up to 128 characters, which can include a range of special characters. Go to the Legal Reporting Unit HCM Information task, and select the legislative data group. Select UK Tax Reporting Unit Details. You’ll find the new field Hidden Authentication Value under UK TRU RTI Information.

NOTE: You can disable the default encryption by setting N as the fourth character of the UK Web XML service action parameter on the Default Group under Payroll Process Configuration.

The processes HMRC File Submission Process and the HMRC Data Retrieval can decrypt the authentication value to be included in the XML request.

You can use the hidden authentication value option and longer passwords to encrypt them for tightened security of your data submission.

Steps to Enable

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

Updates to Teachers' Pension MCR Report Process Flow

You can generate the MCR report based on additional parameters. MAT Number or Payroll Provider. You can do this based on different combinations of MAT or Payroll Provider Number, Local Authority Number, and Establishment Number at the Payroll Statutory Unit level (PSU) or legal employer level.

Use the task Generate TPS Monthly Contributions Reconciliation File and submit the payroll flow.

  • Payroll Provider is only available at the payroll statutory unit level. Multiple payroll provider registrations would require multiple PSUs.

  • MAT number is available at payroll statutory and legal employer levels. You need to create a MAT within a payroll provider as a legal employer only under the payroll provider PSU. This means you need to create a TRU representing this legal employer for a separate PAYE reference under the PSU.

  • Local authority number is available at payroll statutory, legal employer and reporting establishment levels.
  • Establishment number is only be available at reporting establishment level.
  • Even though attributes may be available at multiple levels there is a hierarchy. For example, the member of the pension scheme will have the local authority number reported as of the lowest level.
  • Members will have the MAT number of a MAT within a payroll provider reported.

The selection of employees eligible to be members of the pension scheme is based on the combination of parameters selected on the payroll flow.

Additionally, you can update the archive to add the case number, if an issue reported by teacher's pension is resolved in this period. You can enter the case number on the UK TPS Monthly Contribution Reconciliation Report Person Record details.

The process of selecting employees to report has been made as flexible as it can be based on organization IDs to report teachers' pension contributions and service information. As a payroll manager, you can do these tasks:

  • Generate the MCR based on the correct combination of organizational identification numbers
  • Manage the TPS error file generated by Teachers Pensions.
  • Verify the format of the .csv file generated by the MCR process, including Add, Update and Delete, and any case numbers.

As a payroll administrator, you can verify that the tier used to calculate the pension deduction is archived properly.

Steps to Enable

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

Payroll for the United States

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

Global Transfer Enhancement for Involuntary Deductions

We have made it easier for you to include an employee's Involuntary Deductions card and its components when you perform a global transfer. When you choose to copy calculation cards as part of the payroll details, the transfer process now includes the person's Involuntary Deductions card and its components.

To start this process:

  1. From My Client Groups, click Show More.

  2. Under Employment, click Local and Global Transfer.

  3. Search for and select the person.

  4. Select Payroll Details, and click Continue.

Payroll Detail checkbox

This feature makes it easy to transfer employees, copying all their important data in a single streamlined process.

Steps to Enable

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

Tips And Considerations

  • This doesn’t transfer involuntary deduction balances or fee balances.

For involuntary deductions subject to a total owed, you can:

  • Perform a balance adjustment on the inception-to-date balance for the target payroll relationship.
  • Adjust the appropriate total owed amount calculation value on the target card component.

For involuntary deductions subject to an initial fee, if you don’t want to deduct the initial fee again:

  1. Perform the transfer.

  2. Use the Calculation Cards task to open the person’s Involuntary Deductions card for editing.

  3. Set Initial Fee Taken on the Involuntary Deduction Rules component detail.

  • If you have defined involuntary deduction elements prior to release 18C, and you’ve never upgraded them, do one of the following:

    • Before you perform the transfer, use the Element Upgrade process to upgrade your involuntary deduction elements.
    • After the transfer, manually create the card component on the relationship being transferred to.
  • The common component is no longer used and is not transferred.

  • Future-dated transactions are not transferred.

  • For involuntary deductions subject to a maximum withholding duration time limit, if the time limit has already been met, the card component is not transferred.

  • For involuntary deductions subject to a total owed, if the total owed has already been satisfied, the card component is not transferred. Federal Tax Levies are excluded from this condition.

  • Be sure to check the Change Legal Employer Dashboard for warning messages. You may need to review changes made to the calculation values.

Key Resources

For further info, see the following:

  • Copy Calculation Cards and Third-Party Payment Methods During a Legal Employer Change in the 20C Workforce Rewards What’s New under Global Payroll
  • Oracle Cloud Human Capital Management for the United States: Balance Initialization (1912298.1) on My Oracle Support
  • Oracle Cloud Human Capital Management for the US: Element Upgrade Process (2458385.1) on My Oracle Support

Suspend Involuntary Deductions

You can now simplify your payroll processing by suspending eligible involuntary deductions. Use the new Suspend Involuntary Deduction Processing calculation value on the person’s Involuntary Deductions calculation card component to suspend the deduction and exempt it from payroll processing.

To suspend the involuntary deduction:

  1. In My Client Groups, click Payroll.
  2. Click Calculation Cards, and search for and select the person.
  3. Open their Involuntary Deductions card for editing.
  4. Select the appropriate calculation component.
  5. Click Enterable Calculation Values on Calculation Cards.
  6. Click Create.
  7. Search for and select Suspend Involuntary Deduction Processing.

Suspend Involuntary Deduction Processing Calculation Value

  1. Enter Yes.
  2. Save and submit your changes.

By enabling you to suspend eligible involuntary deductions, this feature simplifies your payroll processing and improves its accuracy.

Steps to Enable

Any involuntary deduction element created in release 21A or later automatically supports this calculation value. To receive this calculation value for elements created prior to 21A, 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 you want to enable. Do not leave this parameter blank.

Tips And Considerations

When you perform a payroll run, the process generates a payroll run message for each suspended deduction.

To resume processing the deduction, do one of the following:

  • End-date the calculation value.
  • Set the Suspend Involuntary Deduction Processing calculation value to No.

Key Resources

  • Oracle Cloud Human Capital Management for the US: Element Upgrade Process (2458385.1) on My Oracle Support.

Global Transfer Enhancement for Tax Card Synchronization

We have streamlined the Global Transfer process. When transferring an employee back to a previous payroll statutory unit (PSU), it updates the destination federal components of the tax card details (Form W-4) with the current ones.

This feature makes it easy to transfer employees, copying all their important data in a single streamlined process.

Steps to Enable

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

Tips And Considerations

  • Future-dated transactions are not transferred.

  • If the current W-4 uses the pre-2020 format, the process creates a 2020 W-4 for the destination and applies the default Single or married filing separately filing status.

For example, you transfer an employee from PSU-A to PSU-B. And then later, you transfer them back to PSU-A.

  • If the person has a 2020 W-4 on PSU-B, the process copies all appropriate values to the card on PSU-A, as of the effective date of the transfer.
  • If the PSU-B tax card is using a W-4 from prior to 2020, the process applies the default Single or married filing separately filing status.

Key Resources

For further info, see the following:

  • Copy Calculation Cards and Third-Party Payment Methods During a Legal Employer Change in the Workforce Rewards 20C What’s New under Global Payroll
  • Oracle Cloud Human Capital Management for the US: Element Upgrade Process (2458385.1) on My Oracle Support

Global Transfer Enhancement for Deferred Compensation Limits

We have enhanced the functionality for transferring employees participating in deferred compensation plans.  The Global Transfer process now ensures accurate compensation limit tracking by copying the appropriate plan details from the source Payroll Statutory Unit (PSU) to the destination PSU.  This includes elements, balances, and Benefits and Pensions card components.  This applies to all 401 (k), Roth 401 (k), 403 (b), Roth 403 (b), 457 (b), and Roth 457 (b) plan types.

This feature makes it easy to transfer employees, copying all their important data in a single streamlined process.

Steps to Enable

To enable this functionality, you must map the appropriate Deferred Compensation balances on the source PSU to their counterparts on the new one.

  1. From My Client Groups, click Payroll.

  2. Under Administration, click Object Groups.

  3. Select your US legislative data group and the Process Information Group type.

  4. Click Search.

  5. Click Default Global Transfer Group.

  6. Click Edit.

  7. Click Next.

  8. Under Object Group Store, click Add Row.

  9. Add rows for every applicable source and target balance according to the plans your organization offers.

401 (k) Balances

Map these source 401 (k) balances

To these target balances

Deferred Compensation 401K Eligible Earnings Relationship NoCB Year to Date

Prior Deferred Compensation 401K Eligible Earnings

Deferred Compensation 401k Relationship NoCB Year to Date

Prior Deferred Compensation 401k

Deferred Compensation 401k Employer Match Relationship NoCB Year to Date

Prior Deferred Compensation 401k Employer Match

Deferred Compensation 401k Catch Up Relationship NoCB Year to Date

Prior Deferred Compensation 401k Catch Up

Deferred Compensation 401k Catch Up Employer Match Relationship NoCB Year to Date

Prior Deferred Compensation 401k Catch Up Employer Match

Pension Plan After Tax Relationship NoCB Year to Date

Prior Pension Plan After Tax

Pension Plan After Tax Employer Match Relationship NoCB Year to Date

Prior Pension Plan After Tax Employer Match

Deferred Compensation Roth 401k Relationship NoCB Year to Date

Prior Deferred Compensation Roth 401k

Deferred Compensation Roth 401k Employer Match Relationship NoCB Year to Date

Prior Deferred Compensation Roth 401k Employer Match

Deferred Compensation Roth 401k Catch Up Relationship NoCB Year to Date

Prior Deferred Compensation Roth 401k Catch Up

Deferred Compensation Roth 401k Catch Up Employer Match Relationship NoCB Year to Date

Prior Deferred Compensation Roth 401k Catch Up Employer Match

403 (b) Balances

Map these source 403 (b) balances

To these target balances

Deferred Compensation 403b Eligible Earnings Relationship NoCB Year to Date

Prior Deferred Compensation 403b Eligible Earnings

Deferred Compensation 403b Relationship NoCB Year to Date

Prior Deferred Compensation 403b

Deferred Compensation 403b Employer Match Relationship NoCB Year to Date

Prior Deferred Compensation 403b Employer Match

Deferred Compensation 403b Catch Up Relationship NoCB Year to Date

Prior Deferred Compensation 403b Catch Up

Deferred Compensation 403b Catch Up Employer Match Relationship NoCB Year to Date

Prior Deferred Compensation 403b Catch Up Employer Match

Deferred Compensation After Tax 403b Relationship NoCB Year to Date

Prior Deferred Compensation After Tax 403b

Deferred Compensation After Tax 403b Employer Match Relationship NoCB Year to Date

Prior Deferred Compensation After Tax 403b Employer Match

Deferred Compensation Roth 403b Relationship NoCB Year to Date

Prior Deferred Compensation Roth 403b

Deferred Compensation Roth 403b Employer Match Relationship NoCB Year to Date

Prior Deferred Compensation Roth 403b Employer Match

Deferred Compensation Roth 403b Catch Up Relationship NoCB Year to Date

Prior Deferred Compensation Roth 403b Catch Up

Deferred Compensation Roth 403b Catch Up Employer Match Relationship NoCB Year to Date

Prior Deferred Compensation Roth 403b Catch Up Employer Match

457 (b) Balances

Map these source 457 (b) balances

To these target balances

Deferred Compensation 457 Eligible Earnings Relationship NoCB Year to Date

Prior Deferred Compensation 457 Eligible Earnings

Deferred Compensation 457 Relationship NoCB Year to Date

Prior Deferred Compensation 457

Deferred Compensation 457 Employer Match Relationship NoCB Year to Date

Prior Deferred Compensation 457 Employer Match

Deferred Compensation 457 Catch Up Relationship NoCB Year to Date

Prior Deferred Compensation 457 Catch Up

Deferred Compensation 457 Catch Up Employer Match Relationship NoCB Year to Date

Prior Deferred Compensation 457 Catch Up Employer Match

Deferred Compensation After Tax 457 Relationship NoCB Year to Date

Prior Deferred Compensation After Tax 457

Deferred Compensation After Tax 457 Employer Match Relationship NoCB Year to Date

Prior Deferred Compensation After Tax 457 Employer Match

Deferred Compensation Roth 457 Relationship NoCB Year to Date

Prior Deferred Compensation Roth 457

Deferred Compensation Roth Catch Up 457 Relationship NoCB Year to Date

Prior Deferred Compensation Roth Catch Up 457

Deferred Compensation Roth 457 Catch Up Employer Match Relationship NoCB Year to Date

Prior Deferred Compensation Roth 457 Catch Up Employer Match

Deferred Compensation Roth 457 Employer Match Relationship NoCB Year to Date

Prior Deferred Compensation Roth 457 Employer Match

  1. Click Save and Submit.

Tips And Considerations

When using either the Global Transfer process or Transfer Balance flow to transfer the employee to their new PSU, select the Default Global Transfer Group object group to transfer these balances.

Process Information Group field

Key Resources

For further info, see the following:

  • "Copy Calculation Cards and Third-Party Payment Methods During a Legal Employer Change" in the Workforce Reward 20C What’s New under Global Payroll
  • Oracle Cloud Human Capital Management for the US: Element Upgrade Process (2458385.1) on My Oracle Support

Work Relationship Legislative Information Hidden on Termination

We have streamlined the employee termination process by automatically masking unneeded work relationship info. Multiple fields that are not commonly required for US Human Resources are now hidden by default.

By removing all the clutter, this feature makes the termination process a whole lot easier.

Steps to Enable

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

Tips And Considerations

Use the Transaction Design Studio to display any hidden fields.

Key Resources

For further info, see the following on My Oracle Support:

  • Oracle HCM Cloud Seeded Legislative Descriptive Flexfields Localizations (Document ID 2333209.1)
  • Transaction Design Studio – What It Is and How It Works (Document ID 2504404.1)

Anytime Pay

Provide your employees the ability to access pay “on-demand” for hours worked through employee self-service. Based on the hours worked, an employee can request Anytime Pay. When request is submitted, a QuickPay process is automatically run for the amount requested and paid by direct deposit. When regular payroll run is processed for the pay period, all the employee's withholdings and deductions from the pay advance will be taken into account during the recalculation.

Pay Advance Quick Action is accessible from the landing page. Upon opening the page, a number of validations are performed, such as eligibility and number of requests per year is less than maximum allowed. If any validations fail, an appropriate message is displayed to the employee explaining the reason they are not able to proceed. If all validations pass, the amount available to the employee is calculated by a QuickPay, based on hours already worked in the current pay period, which are the element entries passed to payroll from a Time Management system. The calculated Hours Worked and Available Amount are populated into the applicable fields of the Request Pay Advance window.

The employee enters an amount up to the Net Available as the Requested Amount and submits their request.

Anytime Pay provides greater financial flexibility by allowing employees on-demand access to their earned wages at no additional cost and emphasizing the commitment to the employee's financial well-being.

Steps to Enable

To enable Anytime Pay, follow these steps:

  1. Create an earnings element defined as Gross-up and Process only.
  2. Create an eligibility profile to restrict access and configure it with your own specific criteria.
  3. Create an individual compensation plan, attach the new gross-up element to it and the eligibility profile. Within the individual compensation plan, specify information about your pay advance policy and processing details or instructions for your employee. This information is displayed to the employee in the Company Policy section on the Request Pay Advance page.
  4. Attach your new individual compensation plan to your payroll statutory unit.

NOTE: Optionally, you can define a number of configuration options at the payroll statutory unit level, such as percentage of net pay available you allow as pay advance and maximum number of requests you allow in a year.

Tips And Considerations

  • Anytime Pay requires hours worked by the employee to calculate. Therefore, consider the timeliness of current hours worked in the payroll system, such as frequency of the Time to Payroll interface or direct time entries. To allow employees full access to their hours worked, time would need to be transferred on a daily basis.
  • QuickPay deductions elements and earnings elements are included, depending on your business rules, in calculating the available amount.
  • When the Anytime Pay is submitted for final processing, by default, the requested amount is grossed-up using a predefined set of deductions; however, you can configure this QuickPay to meet your business needs.

Key Resources

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

  • Implementing Workforce Compensation
  • Implementing Benefits
  • Implementing Payroll for the United States

Role Information

The following table shows the aggregate privileges that secure the responsive page and the REST service:

Pages

Aggregate Privileges

Job Roles

Request Pay Advance

Request Pay Advance

ORA_PAY_REQUEST_PAY_ADVANCE

N/A

Request Pay Advance REST service

Use REST Service - Request Pay Advance

ORA_PAY_REST_SERVICE_ACCESS_REQUEST_PAY_ADVANCE

N/A

 NOTE: By default, aggregate privileges are not granted to the predefined Employee role. To allow employees to access this functionality, add these aggregate privileges to your employee role.

Fee Priority for Garnishment and Creditor Debt Involuntary Deductions

We have improved the accuracy of your involuntary deduction calculations through the prioritization of processing fees for Garnishment and Creditor Debts.  The payroll process now determines the legislative priority rule for these deduction types and applies one of these rules during its calculations.

  • Take the fee from the deduction amount, and always reduce the amount

  • Take the fee from other wages, but don't reduce either the deduction or exemption amounts

  • Take the fee first, and only reduce the deduction amount if there aren't enough earnings left to take both the fee and deduction amounts

This feature simplifies your involuntary deduction processing by selecting the appropriate processing fee priority for you.

Steps to Enable

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

Key Resources

For more information see My Oracle Support for the following document:

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

US 1094-C Employer Report Flow Enhancement for California

This enhancement allows you to use the US 1094-C Employer Report flow to generate an output file specifically for California.  When running the flow, select CA as the state.

State Field

This feature makes it easier for you to generate California-specific content for your Affordable Care Act reporting.

Steps to Enable

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

Tips And Considerations

  • To submit you ACA reports, you must register with the California Minimal Essential Coverage (MEC) Information Reporting (IR) Program.

  • When configuring your manifest file for transmission testing, use OracleHCMCloud for the SoftwareProductName.

  • Upload the flow's output file to the California MEC FX Portal.

Key Resources

  • For further info, see the California Franchise Tax Board's website.

US 1094-C Employer Report Flow Enhancement for Rhode Island

This enhancement allows you to use the US 1094-C Employer Report flow to generate an output file specifically for Rhode Island.  When running the flow, select RI as the state.

State Field

This feature makes it easier for you to generate Rhode Island-specific content for your Affordable Care Act reporting.

Steps to Enable

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

Tips And Considerations

Upload the flow's output file to the Rhode Island Division of Taxation.

Key Resources

  • For further info, see the Rhode Island Division of Taxation's website.

Health Reimbursement Arrangement Support for Affordable Care Act Reporting

We have improved the accuracy of your Affordable Care Act (ACA) reporting through the support of Health Reimbursement Arrangements (HRAs).  You can now:

  • Identify your benefits plan as an HRA

  • Configure your legal entities to provide the HRA

  • Indicate you are offering affordable HRA to individual employees

What you want to do

How you do it

Configure your benefits plan

You can now use the Plan Configuration task to identify if your business offers an HRA plan.  It applies codes 1L through 1D to Lines 14, 15, and 17 of Forms 1095-C and 1094-C Employer Report.

To configure your plan:

  1. From Benefits Administration, click Plan Configuration.

  2. Under Programs and Plans, click Plans.

  3. Search for and select the plan.

  4. Select Additional Configuration,.

  5. Click Actions, and select Correct..

  6. Under Plan Category, select Health Reimbursement Arrangement.

Health Reimbursement Arrangement plan category

  1. Click Save and Close.

Configure your legal entities

To identify that an affordable HRA plan is offered at the Legal Entity Level:

  1. In My Client Groups, click Show More.

  2. Under Workforce Structures, click Manage Legal Entity HCM Information.

  3. Search for and select your legal entity.

  4. Click Edit, and select Correct.

  5. Click Federal under Legal Employer.

  6. Under Federal ACA Reporting Information, select HRA Offered to Employees.

HRA Offered to Employees box

  1. Save and submit your changes.

Identify HRA plan affordability

It's your responsibility to determine if your HRA plan meets the affordability criteria for each employee's household.

For those that do, to identify the plan as affordable:

  1. In My Client Groups, click Person Management.

  2. Search for and select the employee.

  3. Click Edit, and select Correct.

  4. Under Job Details in Assignment Details, select Affordable HRA Offered.

Affordable HRA Offered box

  1. Select which ZIP Code you used to determine affordability.

HRA Affordability Zip Code box

  1. Save and submit your changes.

This feature enables you to configure your organization's support of HRAs.

Steps to Enable

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

HR Optimizations

Workforce Rewards Transactional Business Intelligence

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

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

Benefits

Reporting on Benefits Notes

Enhance your reporting on Benefits with the addition of the notes dimension.

A new sub folder called "Benefits Notes" is added to the "Benefits Person Information Real Time" Subject Area under "Benefit Person" folder.

This dimension allows you to report on notes created in the benefits application.

Steps to Enable

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

Compensation

Compensation Change Statements Enhancement in Compensation Subject Areas

Enhance your reporting on compensation statements that are part of the compensation plans for workers.

Report on when a worker accepted or rejected the statements that are shared with them.

To meet reporting requirements, the following folders and respective attributes are added to the Compensation - Workforce Compensation Real Time subject area. These enhancements are done to cater to the needs of both Compensation Manager and Compensation Worksheet Manager.

NOTE: While using attributes in any analysis from the following folders along with other dimensions, for example Plan Name, it is mandatory to add a metric such as 'Number of Compensation Change Statements' or 'Number of Workers with Compensation Change Statements'. This metric can be hidden if it is not desired in the analysis.

Dimensions Attributes
  1. Compensation Change Statements
  2. Compensation Worksheet Manager > Compensation Change Statement for Worksheet Manager
  • Statement Acknowledgement Action
  • Statement Acknowledgement Result
  • Statement Acknowledgement Date
  • Statement Expiration Date
  • Statement Visibility
  • Worker Notified Flag
  • Statement Group Name
  • Statement Group Identifier
  • Statement Template Name
  • Statement Template Identifier
  • Statement Output Format
  • Allow Staggered Statement Release
  • Statement Released by Manager
  • Stored Statement Identifier
  • Statement Acknowledgement Action Code
  • Statement Acknowledgement Result Code
  • Statement Visibility Code
  • Statement Output Format Code
  • Worker Notified Flag Code
  • Allow Staggered Statement Release Code
  • Number of Compensation Change Statements
  • Number of Workers with Compensation Change Statements
  1. Compensation Change Statements > Compensation Change Statements - Additional Attributes
  2. Compensation Worksheet Manager > Compensation Change Statement for Worksheet Manager > Compensation Change Statements for Worksheet Manager - Additional Attributes
  • Employee Display Name
  • Employee List Name
  • Level 1 Manager Display Name
  • Person Event Identifier
  • Plan Identifier
  • Period Identifier
  • Created By
  • Creation Date
  • Last Updated By
  • Last Update Date
  • Last Update Login
  • Statement Stored By
  • Statement Stored Date

You can now improve your reporting based on compensation change statements.

Steps to Enable

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

Grade Rate Value in Salary Subject Areas

Enhance your reporting on the salary subject areas with the inclusion of actual value of the grade rate along with the existing range values like high, mid, and low.

The Compensation - Salary Details Real Time and Compensation - Salary History Details Real Time subject areas are enhanced with this new metric named 'Grade Rate Value'.

The metric is added under Salary and Salary History fact folders in the respective subject areas.

Steps to Enable

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

Tips And Considerations

As a matter of interest, the lookup description for Salary Basis Type, "Salary amount is determined by components", is changing in 21A to "Salary amount is determined by incremental components". In the Salary subject areas if you used this as a filter you may need to make revisions.

New Attributes to Stock Details Real Time Subject Area

Enhance your reporting on Compensation-Stock Details Real Time subject area with the inclusion of new attributes related to stock details.

The following attributes are added to Stock Details folder

  • Vest Date - Date on which stock options become available for exercise
  • Exercise Date - Date on which stock option is exercised (sell or buy)
  • Cancellation Date - Date on which stock option is cancelled
  • Miscellaneous Text 1-5 - Give additional details that are stored in character format
  • Miscellaneous Number 1-5 - Give additional details that are stored in numeric format

You can now report on stock with more details.

Steps to Enable

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

IMPORTANT Actions and Considerations

REPLACED OR REMOVED FEATURES

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

Product Removed Feature Target Removal Replacement Feature Replaced In Additional Information
Compensation

Removal of the SalaryVO Business Object

21B N/A 21A

Replace the Deprecated Salary business object with the Salary business object as soon as possible, before April 2021

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ORACLE HAS 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, you must begin transitioning to the HCM Responsive User Experience, as these older pages will no longer be supported.

For information on the Responsive features, see the HCM Common What's New for Update 18B and 18C. The redesigned features are under a heading for Redesigned User Experience and have groupings by product. Features that have come out from 19A onwards will be in their respective solutions: HCM Common, Global Human Resources, Talent Management, Workforce Management and Workforce Rewards What's News. The feature will be under their product headings. You can open one these solutions such as Workforce Rewards and you will see tabs on the left to easily let you open the different releases to view the responsive features.

For consolidated information on generic setup information you can refer to My Oracle Support 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)