Oracle Global Human Resources Cloud
Oracle Global Human Resources Cloud What’s New in Release 9 30 April 2015 TABLE OF CONTENTS TABLE OF CONTENTS ..............................................................................................................................................2 OVERVIEW .............................................................................................................................................................7 GIVE US FEEDBACK ........................................................................................................................................................ 7 RELEASE FEATURE SUMMARY ................................................................................................................................8 HCM COMMON FEATURES ................................................................................................................................... 14 DELIVER EXTRACTS USING HCM CONNECT ...................................................................................................................... 14 CONTROL DATA GROUP CONNECTIONS ........................................................................................................................... 15 CHOOSE EXTRACT MODES............................................................................................................................................. 15 RESTFUL SERVICES ...................................................................................................................................................... 15 ATOM FEEDS .............................................................................................................................................................. 16 ELEMENT ENTRY COSTING ............................................................................................................................................. 16 PAYROLL DEFINITION PLANNED SUBMISSION DATE ............................................................................................................ 18 PERSONAL PAYMENT METHOD CURRENCY ....................................................................................................................... 19 EXPANDED BATCH LOADER SUPPORT............................................................................................................................... 19 SIMPLIFIED ELEMENT TEMPLATE FOR EARNINGS ELEMENTS ................................................................................................. 20 MORE OPTIONS FOR CHANGED RECORDS IN THE GLOBAL PAYROLL INTERFACE REPORT ............................................................ 22 APPROVALS BASED ON CONTENT TYPES ........................................................................................................................... 23 APPLICATIONS SECURITY ..................................................................................................................................... 26 REORDERED AND RENAMED SECURITY SETUP TASKS........................................................................................................... 26 ROLE-DELEGATION ENHANCEMENTS ............................................................................................................................... 30 REMOVAL OF WORKFORCE BUSINESS PROCESS SECURITY PROFILES ....................................................................................... 30 AUTOPROVISION ROLES FOR ALL USERS SCHEDULED PROCESS.............................................................................................. 31 ROLE OPTIMIZATION .................................................................................................................................................... 31 SECURITY CONSOLE...................................................................................................................................................... 32 ABSENCE MANGEMENT ....................................................................................................................................... 33 ABILITY TO USE ABSENCE REASON TO VALIDATE ABSENCE ENTRIES ....................................................................................... 33 BENEFITS .............................................................................................................................................................. 34 COLLAPSING LIFE EVENTS .............................................................................................................................................. 34 SEPARATE STEP TO MANAGE CONTACTS IN SELF-SERVICE ENROLLMENT................................................................................. 36 SEPARATE STEP TO MANAGE DESIGNATIONS IN SELF-SERVICE ENROLLMENT ........................................................................... 38 ORIGINAL COVERAGE START DATE .................................................................................................................................. 39 COMPENSATION .................................................................................................................................................. 41 COMPENSATION PORTRAIT CARD SECURED BY NEW PRIVILEGE ............................................................................................ 41 COMPENSATION HISTORY SECURED BY NEW PRIVILEGE ...................................................................................................... 42 ACT AS PROXY SECURED BY NEW PRIVILEGE ..................................................................................................................... 43 DOWNLOAD SALARIES SECURED BY NEW PRIVILEGE ........................................................................................................... 44 MANAGE SALARY BASIS SECURED BY LEGISLATIVE DATA GROUP........................................................................................... 44 WORKFORCE COMPENSATION REAL-TIME SUBJECT AREA SECURED BY NEW DATA PRIVILEGE .................................................... 45 PRESERVE CUSTOMIZED REPORTS ................................................................................................................................... 46 . 2 CHANGES TO SUPPORT ZERO OR NO VALUES IN TOTAL COMPENSATION STATEMENTS .............................................................. 48 NEW OTBI SALARY HISTORY SUBJECT AREA ..................................................................................................................... 51 FILTER COMPENSATION WORKSHEET BY DEPARTMENT ....................................................................................................... 51 GLOBAL HUMAN RESOURCES .............................................................................................................................. 53 AREAS OF RESPONSIBILITY ............................................................................................................................................. 53 CALENDAR EVENT COVERAGE BELOW COUNTRY LEVEL ....................................................................................................... 53 DISABLE AN EXTRACT ................................................................................................................................................... 54 VALIDATE EXTRACT DESIGN AND DELIVERY ....................................................................................................................... 55 TAB CONTEXT ERROR MESSAGE IN PERSON MANAGEMENT WORK AREA MODIFIED ................................................................ 55 GLOBAL PAYROLL ................................................................................................................................................. 57 MANAGE ELEMENTS: PRORATION ENHANCEMENTS ........................................................................................................... 57 PAYROLL DATA VALIDATION REPORT ............................................................................................................................... 59 MANAGE BALANCE EXCEPTION ENHANCEMENTS ............................................................................................................... 60 EXPANSION OF RETROACTIVE AND PRO-RATED PAYROLL CALCULATIONS ................................................................................ 62 HUMAN CAPITAL MANAGEMENT FOR CANADA .................................................................................................. 64 PAYMENT METHODS .................................................................................................................................................... 64 DEDUCTION ELEMENT TEMPLATE ................................................................................................................................... 65 PAYROLL CALCULATIONS ............................................................................................................................................... 66 PAYROLL ARCHIVE ....................................................................................................................................................... 67 PAYSLIP ..................................................................................................................................................................... 67 BALANCE VIEW ........................................................................................................................................................... 68 REPORT ON HIRINGS .................................................................................................................................................... 68 INVOLUNTARY DEDUCTION ELEMENT TEMPLATE................................................................................................................ 70 CHEQUE ADVICE.......................................................................................................................................................... 70 WORKERS’ COMPENSATION .......................................................................................................................................... 71 PROVINCIAL MEDICAL .................................................................................................................................................. 74 RECORD OF EMPLOYMENT ............................................................................................................................................ 75 HUMAN CAPITAL MANAGEMENT FOR CHINA ...................................................................................................... 80 NEW CONTRIBUTION TYPE FIELD IN PAYROLL FOR SOCIAL SECURITY MANAGEMENT ................................................................. 80 VALIDATION REPORTS .................................................................................................................................................. 81 YEARS OF SERVICE CALCULATION RULE BY TERRITORY FOR TAX CALCULATION ON SEVERANCE PAYMENTS..................................... 82 HUMAN CAPITAL MANAGEMENT FOR FRANCE .................................................................................................... 85 WORKER DATA VALIDATION REPORT............................................................................................................................... 85 PAYROLL DATA VALIDATION REPORT ............................................................................................................................... 86 HUMAN CAPITAL MANAGEMENT FOR GERMANY ................................................................................................ 88 WORKER DATA VALIDATION REPORT............................................................................................................................... 88 HUMAN CAPITAL MANAGEMENT FOR KUWAIT ................................................................................................... 89 UNIFIED LAW OF INSURANCE PROTECTION EXTENSION ....................................................................................................... 89 STATUTORY REPORTING: REPORT 103 – NEW HIRES AND TERMINATIONS.............................................................................. 89 STATUTORY REPORTING: REPORT 56 - COMMENCEMENT AND TERMINATION OF ADDITIONAL CONTRIBUTIONS ............................. 90 GRATUITY CALCULATION ENHANCEMENT ......................................................................................................................... 91 . 3 DISABLED WORKERS REPORT ......................................................................................................................................... 91 PRORATION ................................................................................................................................................................ 92 RETROACTIVE PAY ....................................................................................................................................................... 93 GLOBAL REPORTS ........................................................................................................................................................ 94 HUMAN CAPITAL MANAGEMENT FOR MEXICO ................................................................................................... 95 ORGANIZATION DATA CAPTURE ..................................................................................................................................... 95 PERSON AND EMPLOYMENT .......................................................................................................................................... 96 HUMAN CAPITAL MANAGEMENT FOR SAUDI ARABIA ......................................................................................... 97 UNIFIED LAW OF INSURANCE PROTECTION EXTENSION ....................................................................................................... 97 PRORATION ................................................................................................................................................................ 97 GLOBAL REPORTS ........................................................................................................................................................ 98 HUMAN CAPITAL MANAGEMENT FOR SWITZERLAND........................................................................................ 100 PAYROLL INTERFACE SUPPORT: AUTOMATIC CALCULATION CARD CREATION ......................................................................... 100 PAYROLL INTERFACE SUPPORT: ELEMENT REGISTER REPORT .............................................................................................. 101 PAYROLL INTERFACE SUPPORT: RESULTS SUMMARY REPORT.............................................................................................. 102 DOCUMENT OF RECORDS ............................................................................................................................................ 103 HUMAN CAPITAL MANAGEMENT FOR THE UNITED ARAB EMIRATES................................................................. 105 UNIFIED LAW OF INSURANCE PROTECTION EXTENSION ..................................................................................................... 105 STATUTORY REPORTING: MONTHLY CONTRIBUTIONS – GOVERNMENT SECTOR ..................................................................... 105 CIVIL REGISTRATION NUMBER...................................................................................................................................... 106 PRORATION .............................................................................................................................................................. 106 RETROACTIVE PAY ..................................................................................................................................................... 107 GLOBAL REPORTS ...................................................................................................................................................... 108 HUMAN CAPITAL MANAGEMENT FOR THE UNITED KINGDOM .......................................................................... 110 COURT ORDER TYPES ................................................................................................................................................. 110 COURT ORDER OVERRIDES AND ADJUSTMENTS ............................................................................................................... 112 COURT ORDER ARREARS PROCESSING ........................................................................................................................... 112 COURT ORDER FEES ................................................................................................................................................... 112 COURT ORDER VALIDATION ON ENTRY .......................................................................................................................... 113 COURT ORDER THIRD-PARTY PAYMENT SUPPORT ............................................................................................................ 113 STUDENT LOANS ....................................................................................................................................................... 113 PENSIONS AUTOMATIC ENROLMENT ............................................................................................................................. 114 GLOBAL REPORTS ...................................................................................................................................................... 119 P45 PROCESS ........................................................................................................................................................... 120 START OF YEAR PROCESS............................................................................................................................................. 120 REAL TIME INFORMATION (RTI) – LEGISLATIVE UPDATES AND ADDITIONAL DATA CAPTURE .................................................... 121 FULL PAYMENT SUBMISSION (FPS) PROCESS .................................................................................................................. 123 EMPLOYER PAYMENT SUMMARY (EPS) PROCESS ............................................................................................................ 124 NATIONAL INSURANCE NUMBER VERIFICATION REQUEST (NVREQ) PROCESS....................................................................... 124 NATIONAL INSURANCE NUMBER VERIFICATION REPLY (NVREP) PROCESS............................................................................ 125 EMPLOYER ALIGNMENT SUBMISSION (EAS) PROCESS....................................................................................................... 125 RTI INITIALIZATION PROCESS ....................................................................................................................................... 126 LEGISLATIVE AND BUDGET CHANGES ............................................................................................................................. 126 . 4 STATUTORY PAYMENT BALANCES ................................................................................................................................. 126 TAX CODE VALIDATION LEGISLATIVE UPDATES ................................................................................................................ 127 HUMAN CAPITAL MANAGEMENT FOR THE UNITED STATES ............................................................................... 129 ROTH 401 (K) AND ROTH CATCH-UP ............................................................................................................................ 129 EMPLOYEE W-2 PDF ................................................................................................................................................. 130 W-2 REGISTER PDF................................................................................................................................................... 131 NEW HIRE STATE REPORT ........................................................................................................................................... 131 EEO-1 ELECTRONIC REPORT ....................................................................................................................................... 134 VETS-100 AND VETS-100A ELECTRONIC REPORTS ........................................................................................................ 135 NEW JERSEY FAMILY LEAVE INSURANCE ......................................................................................................................... 137 W-4 DATA ENTRY FOR STATES THAT DON’T FOLLOW FEDERAL .......................................................................................... 138 EMPLOYEE EARNINGS DISTRIBUTION OVERRIDES ............................................................................................................. 138 SUPPLEMENTAL TAXATION OVERRIDE FOR CALIFORNIA ..................................................................................................... 139 BATCH LOADER SUPPORT FOR INVOLUNTARY DEDUCTION CARDS ....................................................................................... 140 EMPLOYEE COUNT DERIVATION FOR THIRD-PARTY PERIODIC TAX EXTRACT .......................................................................... 142 US LEGISLATIVE DATA FIELDS AVAILABLE FOR ORACLE TRANSACTIONAL BUSINESS INTELLIGENCE (OTBI) ................................... 142 BATCH LOADER SUPPORT FOR ORGANIZATION CALCULATION CARDS ................................................................................... 142 NEW ASSIGNMENT FIELD TO SUPPORT THE AFFORDABLE CARE ACT .................................................................................... 143 TIME AND LABOR ............................................................................................................................................... 144 CONTINGENT WORKER TIME ENTRY AND ADMINISTRATION ............................................................................................... 144 ENHANCED GROUPS DEFINITION AND REFRESH ............................................................................................................... 144 PROJECT LIST ON TIME CARD FILTERED BY PROJECT TEAM ................................................................................................. 146 INTEGRATED SOLUTION FOR ABSENCE AND TIME CARD APPROVALS .................................................................................... 146 ROW, COLUMN, AND TIME CARD TOTALS ...................................................................................................................... 147 COMBINED PROJECTS AND PAYROLL TIME CARD LAYOUT .................................................................................................. 147 RULE PROCESSING DETAILS ......................................................................................................................................... 149 ENABLE PAYROLL COSTING OVERRIDES AS TIME CARD OR CALENDAR TIME ENTRIES ............................................................... 150 DELIVERED DATABASE ITEMS FOR FAST FORMULA ........................................................................................................... 151 ORACLE TRANSACTIONAL BUSINESS INTELLIGENCE ENHANCEMENTS .................................................................................... 152 ORACLE FUSION TRANSACTIONAL BUSINESS INTELLIGENCE .............................................................................. 154 NEW SUBJECT AREAS ................................................................................................................................................. 154 ADDITIONAL ATTRIBUTES FOR THE WORKER DIMENSION ................................................................................................... 154 ADDITIONAL ATTRIBUTES FOR THE WORK RELATIONSHIP DETAILS DIMENSION ...................................................................... 155 ADDITIONAL ATTRIBUTES FOR THE LOCATION DIMENSION ................................................................................................. 155 ADDITIONAL ATTRIBUTE FOR THE EMPLOYMENT CONTRACT DETAILS DIMENSION .................................................................. 156 ADDITIONAL ATTRIBUTE FOR THE POSITION AND POSITION DETAILS DIMENSION .................................................................... 156 ADDITIONAL METRICS FOR THE WORKER ASSIGNMENT EVENT REAL TIME SUBJECT AREA........................................................ 156 NEW ANALYSES......................................................................................................................................................... 157 ORACLE BUSINESS INTELLIGENCE ANSWERS – DIMENSIONALITY CHECK BOX ......................................................................... 158 ORACLE BUSINESS INTELLIGENCE ANSWERS – IMPROVED ERROR MESSAGE .......................................................................... 159 ORACLE BUSINESS INTELLIGENCE ENTERPRISE EDITION – EXTENSIBLE FLEXFIELD CONTEXT SUBFOLDER ....................................... 159 WORKFORCE MODELING ................................................................................................................................... 161 MORE FILTERING OPTIONS .......................................................................................................................................... 161 . 5 CAPTURE SALARY DETAILS ........................................................................................................................................... 161 WORKFORCE REPUTATION MANAGEMENT ....................................................................................................... 162 SUBJECT MATTER EXPERT DEFINITION ........................................................................................................................... 162 ENHANCED SEARCH ABILITY......................................................................................................................................... 163 ENDORSEMENTS ........................................................................................................................................................ 164 SIMPLIFIED MANAGER SELF-SERVICE USER INTERFACE...................................................................................................... 164 QUICK REPUTATION AND COMPLIANCE REPORTS ............................................................................................................. 165 REVISION HISTORY ............................................................................................................................................. 167 . 6 OVERVIEW This guide outlines the information you need to know about new or improved functionality in Oracle Global Human Resources Cloud Release 9. 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. GIVE US FEEDBACK We welcome your comments and suggestions to improve the content. Please send us your feedback at [email protected]. Please indicate you are inquiring or providing feedback regarding the Global HR Cloud What’s New for Release 9 in the body or title of the email. . 7 RELEASE FEATURE SUMMARY Some of the new Release 9 features are automatically visible to users after the upgrade and some require action from the user, the company administrator, or Oracle. The table below offers a quick view of the actions required to enable each of the Release 9 features. Action Required to Enable Feature Feature Automatically Available End User Action Required Administrator Action Required Oracle Service Request Required HCM Common Features Deliver Extracts Using HCM Connect Control Data Group Connections Choose Extract Modes RESTful Services Atom Feeds Element Entry Costing Payroll Definition Planned Submission Date Personal Payment Method Currency Expanded Batch Loader Support Simplified Element Template for Earnings Elements More Options for Changed Records in the Global Payroll Interface Report Approvals Based on Content Types Applications Security Reordered and Renamed Security Setup Tasks Role-Delegation Enhancements Removal of Workforce Business Process Security Profiles Autoprovision Roles for All Users Scheduled Process Role Optimization Security Console Absence Management Ability to Use Absence Reason to Validate Absence Entries Benefits Collapsing Life Events Separate Step to Manage Contacts in Self-Service Enrollment Separate Step to Manage Designations in Self-Service Enrollment . 8 Action Required to Enable Feature Feature Original Coverage Start Date Automatically Available End User Action Required Administrator Action Required Oracle Service Request Required Compensation Compensation Portrait Card Secured by New Privilege Compensation History Secured by New Privilege Act as Proxy Secured by New Privilege Download Salaried Secured by New Privilege Manage Salary Basis Secured by Legislative Data Group Workforce Compensation Real-Time Subject Area Secured by New Data Privilege Preserve Customized Reports Changes to Support Zero or No Values in Total Compensation Statements New OTBI Salary History Subject Area Filter Compensation Worksheet by Department Global Human Resources Areas of Responsibility Calendar Event Coverage Below Country Level Disable an Extract Validate Extract Design and Delivery Tab Context Error Message in Person Management Work Area Modified Global Payroll Manage Elements: Proration Enhancements Payroll Data Validation Report Manage Balance Exception Enhancements Expansion of Retroactive and ProRated Payroll Calculations Human Capital Management for China New Contribution Type Field in Payroll for Social Security Management Validation Reports Years of Service Calculation Rule by . 9 Action Required to Enable Feature Feature Automatically Available End User Action Required Administrator Action Required Oracle Service Request Required Territory for Tax Calculation on Severance Payments Human Capital Management for Canada Payment Methods Deduction Element Template Payroll Calculations Payroll Archive Payslip Balance View Report on Hirings Involuntary Deduction Element Template Cheque Advice Workers’ Compensation Provincial Medical Record of Employment Human Capital Management for France Worker Data Validation Report Payroll Data Validation Report Human Capital Management for Germany Worker Data Validation Report Human Capital Management for Kuwait Unified Law of Insurance Protection Extension Statutory Reporting: Report 103 – New Hires and Terminations Statutory Reporting: Report 56 Commencement and Termination of Additional Contributions Gratuity Calculation Enhancement Disabled Workers Report Proration Retroactive Pay Global Reports Human Capital Management for Mexico Organization Data Capture Person and Employment Human Capital Management for Saudi Arabia Unified Law of Insurance Protection Extension . 10 Action Required to Enable Feature Feature Proration Global Reports Automatically Available End User Action Required Administrator Action Required Oracle Service Request Required Human Capital Management for Switzerland Payroll Interface Support: Automatic Calculation Card Creation Payroll Interface Support: Element Register Report Payroll Interface Support: Results Summary Report Document of Records Human Capital Management for the United Arab Emirates Unified Law of Insurance Protection Extension Statutory Reporting: Monthly Contributions – Government Sector Civil Registration Number Proration Retroactive Pay Global Reports Human Capital Management for the United Kingdom Court Order Types Court Order Overrides and Adjustments Court Order Arrears Processing Court Order Fees Court Order Validation on Entry Court Order Third Party Payment Support Student Loans Pensions Automatic Enrolment Global Reports P45 Process Start of Year Process Real Time Information (RTI) – Legislative Updates and Additional Data Capture Full Payment Submission (FPS) Process Employer Payment Summary (EPS) Process National Insurance Number Verification Request (NVREQ) Process National Insurance Number . 11 Action Required to Enable Feature Feature Verification Reply (NVREP) Process Employer Alignment Submission (EAS) Process RTI Initialization Process Legislative and Budget Changes Statutory Payments Balances Automatically Available End User Action Required Administrator Action Required Oracle Service Request Required Human Capital Management for the United States Roth 401 (k) and Roth Catch-Up Employee W-2 PDF W-2 Register PDF New Hire State Report EEO-1 Electronic Report VETS-100 and VETS-100a Electronic Reports New Jersey Family Leave Insurance W-4 Data Entry for States that Don’t Follow Federal Employee Earnings Distribution Overrides Supplemental Taxation Override for California Batch Loader Support for Involuntary Deduction Cards Employee Count Derivation for ThirdParty Periodic Tax Extract US Legislative Data Fields Available for Oracle Transactional Business Intelligence (OTBI) Batch Loader Support for Organization Calculation Cards New Assignment Field to Support the Affordable Care Act Time and Labor Contingent Worker Time Entry and Administration Enhanced Groups Definition and Refresh Project List on Time Card Filtered by Project Team Integrated Solution for Absence and Time Card Approvals Row, Column, and Time Card Totals Combined Projects and Payroll Time Card Layout Rule Processing Details . 12 Action Required to Enable Feature Feature Enable Payroll Costing Overrides as Time Card or Calendar Time Entries Delivered Database Items for Fast Formula Oracle Transactional Business Intelligence Enhancements Automatically Available End User Action Required Administrator Action Required Oracle Service Request Required Oracle Transactional Business Intelligence New Subject Areas Additional Attributes for the Worker Dimension Additional Attributes for the Work Relationship Details Dimension Additional Attributes for the Location Dimension Additional Attribute for the Employment Contract Details Dimension Additional Metrics for the Worker Assignment Event Real Time Subject Area New Analyses Oracle Business Intelligence Answers – Dimensionality Check Box Oracle Business Intelligence Answers – Improved Error Message Oracle Business Intelligence Enterprise Edition – Extensible Flexfield Context Subfolder Workforce Modeling More Filtering Options Capture Salary Details Workforce Reputation Management Subject Matter Expert Definition Enhanced Search Ability Endorsements Simplified Manager Self-Service User Interface Quick Reputation and Compliance Reports . 13 HCM COMMON FEATURES The following HCM common features include enhancements for Release 9: HCM Extracts RESTful Services and ATOM Feeds for HCM Payroll Elements, Balances, and Formulas Payroll Interface Profiles HCM EXTRACTS Use HCM Extracts for archiving, reporting, and as an outbound interfacing tool. The Data Exchange work area allows you to perform tasks related to inbound and outbound interfaces, which allows exchange of data between different HR applications. Inbound data exchanges are accomplished through loaders and outbound data exchanges are accomplished using extracts. DELIVER EXTRACTS USING HCM CONNECT Using HCM Connect, you can generate encrypted extracts by specifying delivery options in the extract definition. Deliver extracts using the HCM Connect delivery option. Extract Definition – selecting HCM Connect delivery option NOTE: You must be part of the HCM Connect Controlled Availability program to use this feature. STEPS TO ENABLE If you are part of the HCM Connect Controlled Availability program, there are no steps necessary to enable this feature. Return to Release Feature Summary . 14 CONTROL DATA GROUP CONNECTIONS This feature enables you to review, update, and delete data group connections. You can review automatically generated connections using the Manage Extract Definitions: Validate page. Connections are created automatically if the same database items exist across data groups. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary CHOOSE EXTRACT MODES You can configure the PER_EXT_CHANGES_ONLY lookup with the Changes Only parameter to select different extract modes when submitting extracts. For example, you can now select the ‘N’ mode if you want to include all data in the extract, or ‘ATTRIB_OLD’ if you want to include elements that have changed or attributes that are marked as mandatory plus their previous values. Using this feature, you can avoid typing mistakes and it is now easier to select the changes-only mode. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary RESTFUL SERVICES AND ATOM FEEDS FOR ORACLE HCM CLOUD SERVICE For customer-facing web services, Oracle Fusion HCM Cloud Service has replaced some of the SOAP Services with RESTful web services and Atom, or RSS, feeds. RESTFUL SERVICES In addition to the architectural and framework advantages of REST over a SOAP based approach, REST services are driven by a use case-based approach. For example, rather than creating an employee as a resource and then adding the employee’s phone number, then the E-Mail address, then the national ID number, and several other child objects as child resources, REST services manage a simplified single employee resource where the most commonly referenced child objects are included as attributes on the main employee resource. This enables you to create all child object records using a single REST service call to create the employee. . 15 For this release, the main resources supported are the employee, the employee’s assignment, and the employee’s job roles. These resources allow the query, creation, and update of an employee or an employee’s assignments or job roles. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary ATOM FEEDS Atom and RSS feeds exist for monitoring changes to employees, for example: New hires Terminations Assignment updates STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary PAYROLL ELEMENTS, BALANCES, AND FORMULAS This section describes new features that are relevant if you use features such as elements, formulas, payroll definitions, and database items, even if you don't use Global Payroll. ELEMENT ENTRY COSTING You can now enter costing details for all types of element entries, such as earnings, deductions, and benefits. Costing details entered at the element entry level override costing details entered at other levels of the cost hierarchy, unless you defined a priority account to cost the element’s results. Typically, you use this feature to charge payroll expenses to a different cost center than a person’s home department. If you send payroll information to a third-party payroll, you can capture costing information in element entries and create your own extract definition to include this information for your payroll provider. . 16 Costing at the element entry level for the Department and Project STEPS TO ENABLE You must enable the segments of the Cost Allocation key flexfield to display at element entry level by creating and deploying a cost allocation key flexfield or by editing an existing segment of the flexfield structure. To enable a segment for element entry costing: 1. Use the Manage Cost Allocation Key Flexfield task in the Setup and Maintenance work area. 2. On the Manage Key Flexfield Structure page, select the segment to enable element entry costing. 3. On the Edit Key Flexfield Segment page in the Segment Labels section, use the shuttle to move the Element Entry level to Selected Labels. 4. Save the segment. . 17 5. On the Manage Key Flexfield Structure Instances page deploy the instance so that it will include the enabled segments. KEY RESOURCES For more information about setting up the cost allocation key flexfield, go to Applications Help and view the following topic: Setting Up the Cost Allocation Key Flexfield: Procedure Return to Release Feature Summary PAYROLL DEFINITION PLANNED SUBMISSION DATE You can now capture the date you plan to run the Calculate Payroll process or Calculate to Gross process for each period on the payroll calendar. For example, you can use the Planned Submission Date field to indicate that you plan to submit the process five days before the period end date. This field is for informational purposes. Manage Payroll Definitions page STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS . 18 Any payroll definitions created prior to this release will show no offset values for the planned submission date. KEY RESOURCES For more information, go to Applications Help and view the following topics: Payroll Definitions: Explained Creating Payroll Definitions: Worked Example Return to Release Feature Summary PERSONAL PAYMENT METHOD CURRENCY On the simplified Manage Payment Methods page, employees can now select the currency of their payment method. The combination of payment type and currency identifies the organization payment method used to pay the employee. The available values for payment type and currency are determined by the organization payment methods defined in the employee's legislative data group. Add Payment Method page STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary EXPANDED BATCH LOADER SUPPORT The following new tasks have been added to the Excel add-on for the payroll batch loader: . Add Person to Existing Account. Add a person to a bank account that is already associated to a person within your organization. 19 Create Element Eligibility, Delete Element Eligibility. Create element eligibility records for specified elements with optional parameters, such as grade, department, legal employer, or people group key flexfield segment combination. Delete existing element eligibility records for specified elements. Create People Group Key Flexfield Segment Combination, Delete People Group Key Flexfield Segment Combination. Create records that define combinations for people group key flexfield segments that you can reference when creating element eligibility using the payroll batch loader. Delete existing people group key flexfield segment combinations. Update Payroll Element Duration Date. Update element duration dates for specified assignment numbers processed by a specified payroll. For example, enter a Final Close date for a person’s payroll to stop them being processed in runs for that payroll. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary PAYROLL INTERFACE This section describes new features that are relevant if you extract details from HCM, such as earnings and deductions, to send to a third-party payroll provider. SIMPLIFIED ELEMENT TEMPLATE FOR EARNINGS ELEMENTS The earnings element template questionnaire has been simplified. The template questions related to the payroll calculation processing in Oracle Fusion Global Payroll have been removed. You’ll notice these changes when you create earnings elements, such as salary and bonus. . 20 Simplified earnings element template questionnaire STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS You can use the Payroll Product Usage page to ensure that your payroll product usage is set to Payroll Interface for access to the simplified templates. This change doesn't affect your existing earnings elements. KEY RESOURCES For more information, go to Applications Help and view the following topics: Creating Payroll Elements for Payroll Interface: Procedure Setting Payroll Product Usage: Worked Example Return to Release Feature Summary . 21 MORE OPTIONS FOR CHANGED RECORDS IN THE GLOBAL PAYROLL INTERFACE REPORT When you run a Global Payroll Interface report, you can choose to include all records or only the records that have changed since the report was last submitted. These options have been further extended. Now you can also choose to report on all attributes for the changed record or only the attributes identified as required in the extract definition. Changes only values you can report on include: All attributes. Includes all data in the extract. Changed attributes. Compares this extract run with the previous extract runs and displays only the data that has changed. Changed and marked attributes. Includes elements that have changed or are marked as mandatory. Changed and marked attributes with previous values. Displays elements that have changed or are marked as mandatory plus their previous value. Changed, marked attributes, previous data under threading group. Displays the following data under threading data group: changed data, data marked as mandatory, previous values, and parent data group values. Options on the Changes Only list STEPS TO ENABLE There are no steps necessary to enable this feature. . 22 KEY RESOURCES For more information, go to Applications Help and view the following topic: Using Different Modes for HCM Extracts: Explained Return to Release Feature Summary PROFILES This section describes new features for profiles, even if you don’t use Oracle Talent Cloud. APPROVALS BASED ON CONTENT TYPES You can now define whether approval is required for changes to each content type, including a custom content type. You can use this feature to send approval requests for a specific content type to different approvers. Enabling custom approval rules . 23 Enabling approval required for a content section (also known as a content type) in a profile type STEPS TO ENABLE To enable approvals based on content types: 1. 2. 3. 4. 5. Sign in to Oracle Fusion Applications. In the Navigator, open the Profiles work area. Click Manage Profile Types in the Tasks pane. Search for a profile type, and click Edit to open the Edit Profile Type page. Select the Enable Custom Approval Rules check box to enable custom approval rules for that profile type. 6. Click a content section in the Content Sections tab, and then click the link to the content section in the table to open the Content Section page. 7. Select the Approval Required check box and click OK to enable approval for that content section. 8. Click Save and Close to return to the Manage Profile Types page. Repeat steps 4-8 for each profile type. KEY RESOURCES For more information about content types and profile types, go to Applications Help and view the following topics: • • . Managing Approvals for Content Types: Explained What happens if I enable custom approval rules for the person profile type? 24 • • • Profile Types: Explained Content Types: Explained Creating Content Types and Content Items: Worked Example Return to Release Feature Summary . 25 APPLICATIONS SECURITY This section describes the following security-related changes: Reordered and renamed security-setup tasks Role-delegation enhancements Removal of workforce business process security profiles Autoprovision roles for all users scheduled process Role optimization Security Console REORDERED AND RENAMED SECURITY SETUP TASKS Several changes have been made to the task content and order in the Define Security for Human Capital Management task list. These changes allow the following security profiles to be migrated between environments using Functional Setup Manager Configuration Packages: legislative data group, organization, country, position, document type, payroll, payroll flow, and person. Two additional task lists have also been provided. The new task lists are Define Security for Compensation Management and Define Security for Workforce Development. DEFINE SECURITY FOR HUMAN CAPITAL MANAGEMENT TASK LIST The Define Security for Human Capital Management task list is moved from the Define Common Applications Configuration for Human Capital Management task list to the Workforce Deployment task list. The Manage HCM Role Provisioning Rules task is replaced by the Manage Role Provisioning Rules task. You can still use the Manage HCM Role Provisioning Rules task in the Setup and Maintenance work area. However, it no longer appears in HCM setup task lists. Both tasks map to a new business object, Role Provisioning Rule. STEPS TO ENABLE There are no steps necessary to enable this feature. DEFINE DATA SECURITY FOR HUMAN CAPITAL MANAGEMENT TASK LIST The following changes are made to the Define Data Security for Human Capital Management task list: . The Manage Data Role and Security Profiles task is replaced by a new task, Assign Security Profiles to Role, and its position in the list is changed. You can still use the Manage Data Role and Security Profiles task in the Setup and Maintenance work area. However, the task no longer appears in HCM setup task lists. The Manage Payroll Security Profile and Manage Payroll Flow Security Profile tasks are included. The Manage Person Security Profile task is moved to a later position in the list. 26 The Define Users for Human Capital Management task list is removed and no longer exists. The Manage Data Security Policies task is included to support the migration of custom data security policies. The Define Security for Human Capital Management task list STEPS TO ENABLE There are no steps necessary to enable this feature. DEFINE SECURITY FOR COMPENSATION MANAGEMENT TASK LIST The Define Security for Human Capital Management task list is removed from the Define Common Applications Configuration for Compensation Management task list. A new task list, Define Security for Compensation Management, is included in the Compensation Management task list. It includes a new task list, Define Data Security for Compensation Management. . 27 The Define Security for Compensation Management task list STEPS TO ENABLE There are no steps necessary to enable this feature. DEFINE SECURITY FOR WORKFORCE DEVELOPMENT TASK LIST The Define Security for Human Capital Management task list is removed from the Define Common Applications Configuration for Human Capital Management task list. A new task list, Define Security for Workforce Development, is included in the Workforce Development task list. It includes a new task list, Define Data Security for Workforce Development. . 28 The Define Security for Workforce Development task list STEPS TO ENABLE There are no steps necessary to enable this feature. DEFINE USERS FOR HUMAN CAPITAL MANAGEMENT TASK LIST The Define Users for Human Capital Management task list is removed from the Define Security for Human Capital Management task list and no longer exists. The tasks in this task list are moved or removed, as follows: The Manage HCM LDAP User Account Options task is moved to the Define Common Applications Configuration for Human Capital Management and Define Common Applications Configuration for Compensation Management task lists. The Manage HCM Role Provisioning Rules task is replaced by the Manage Role Provisioning Rules task. The new task appears in the Define Security for Human Capital Management, Define Security for Compensation Management and Define Security for Workforce Development task lists. The Import Worker Users task is removed from HCM offerings. Use the Initiate HCM Spreadsheet Load task to import worker records from a spreadsheet. The Manage Users task is removed from HCM offerings. You can still access the Manage Users task from the Navigator menu, if necessary. STEPS TO ENABLE There are no steps necessary to enable this feature. . 29 DEFINE SECURITY FOR PAYROLL TASK LIST The Define Security for Payroll task list is removed from the Workforce Deployment offering and no longer exists. The Manage Payroll Security Profile and Manage Payroll Flow Security Profile tasks are moved to the Define Security for Human Capital Management task list. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary ROLE-DELEGATION ENHANCEMENTS In this release, the following enhancements to role delegation include: Delegated roles are now removed automatically from the proxy user on the delegator’s termination date. For future-dated terminations, the role-removal request is processed on the termination date by the Send Pending LDAP Requests process. Any attempt to create multiple role-delegation requests with overlapping dates for the same role and proxy user is now rejected. STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS Schedule Send Pending LDAP Requests to run daily to process any future-dated role-delegation requests. Return to Release Feature Summary REMOVAL OF WORKFORCE BUSINESS PROCESS SECURITY PROFILES With the removal of the Oracle Fusion Workforce Lifecycle Manager product from Release 8, workforce business process security profiles are no longer required. Therefore: The Manage Workforce Business Process Security Profiles task no longer exists. The Workforce Business Process section is removed from the Create Data Role: Security Criteria and Edit Data Role: Security Criteria pages of the Manage Data Roles and Security Profiles task flow. STEPS TO ENABLE . 30 There are no steps necessary to disable this feature. Return to Release Feature Summary AUTOPROVISION ROLES FOR ALL USERS SCHEDULED PROCESS The Apply Autoprovisioning button on the Create Role Mapping and Edit Role Mapping pages has caused performance issues when clicked multiple times. To alleviate these issues, a new process, Autoprovision Roles for All Users, is provided. This process evaluates all user assignments and creates requests to add and remove roles, as specified in current role mappings. The resulting role provisioning requests are immediately submitted to Oracle Identity Management by this process. The Apply Autoprovisioning button remains available on the Create Role Mapping and Edit Role Mapping pages, but its use is not recommended. STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS It is recommended to schedule the Autoprovision Roles for All Users process to run daily at a nonpeak time and after the Send Pending LDAP Requests process completes. Return to Release Feature Summary ROLE OPTIMIZATION The Advanced Data Security features now include an optional role optimization report to facilitate your role and privilege assignment process. This feature analyzes your current security policy for inefficiencies and generates a report of recommended job role hierarchies. The report lists groups, or clusters, of privileges arranged according to the job roles that you should assign them to. The changes suggested in the Role Optimization Report enable you to minimize the number of roles necessary to maintain the same coverage as your existing security policy. To enable this Advanced Data Security option, request the Advanced Data Security Role Optimizer. You can run the Role Optimization Report from the Scheduled Processes work area. STEPS TO ENABLE . 31 This feature is available only by separate subscription. Please enter a Service Request if you want to activate this feature. Return to Release Feature Summary SECURITY CONSOLE Oracle Fusion Applications Security provides a single console in which security managers and security administrators can review roles in Oracle Fusion Applications. You can model applications-menu and task-pane entries for any role and generate a set of security reports. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary . 32 ABSENCE MANGEMENT Oracle Fusion Absence Management is a configurable and flexible global solution that enables organizations to manage absences of their workforce. The framework provides ability to define both complex and diverse absence plans. It integrates with the Oracle Fusion Global Payroll and Oracle Fusion Time and Labor products and provides dedicated work areas for the roles of Administrator and Employees. You can extract absence data for use with third-party payroll providers. ABILITY TO USE ABSENCE REASON TO VALIDATE ABSENCE ENTRIES The absence reason is now available as an input value for the Global Absence Entry Validation fast formula. A common use case is to require a doctor’s note attachment for specific sickness reasons. STEPS TO ENABLE To use absence reasons in validation rules, use the Validation Formula list in the Create or Edit Absence Type page, Type Attributes tab to associate the appropriate formula with the absence type. Validation Formula Field Return to Release Feature Summary . 33 BENEFITS Oracle Fusion Benefits is a complete, configurable and flexible global solution that enables organizations to successfully evolve and adapt to the unique needs of their workforce. The solution enables setup of traditional 'one-size fits all' plans to highly complex plans that selectively target different workforce segments with different benefit packages. Self-service capabilities present the user with an out of the box intuitive guided enrollment process with contextual information and embedded analytics. COLLAPSING LIFE EVENTS Use collapsing rules to collapse multiple life events that occur within a specified time frame into one event. For example, when an HR specialist enters information for a newly hired employee, multiple life events might occur, such as New Hire, Marriage, and Gain Dependent. You can define a collapsing rule to collapse all those events into a resulting event called New Hire and process that event for enrollment opportunities. Collapsing rule setup is optional. You can define collapsing rules anytime based on the life event patterns that you observe in your enterprise. Create collapsing rules in the Collapsing Rules tab of the Manage Life Events page in the Plan Configuration work area. Create Collapsing Rule page . 34 You use the following aspects to configure a collapsing rule: Configuration approach. Create the collapsing rule logic using the UI or include the logic in a fast formula and associate it with the rule. Construction of rule logic. Select a list of collapsing events, select the AND or OR operator, determine the winning event after collapsing to one event, and decide how you want to handle losing events. Life event occurred date. Select a rule for determining the event date assigned to the winning life event after collapsing to one event. Proximity days. Determine the number of days within which, if the selected life event combinations occur, the collapsing rule should be applied during processing. In the enrollment work area for a person, Person Life Events task, you use the Collapse Life Events button to collapse events. Collapse life events using the Person Life Events task You can also collapse life events using the new Collapse Life Events batch process in the Evaluation and Reporting work area. The process collapses life events, but will not evaluate the winning event for enrollment opportunities. Additionally, any participation evaluation batch process, such as the Evaluate Life Event Participation process, automatically runs the Collapse Life Events process as a sub process in the background. . 35 The Collapse Life Events process on the Evaluation and Reporting work area Advantage: Benefits administrators can save time and considerable effort by relying on configured collapsing rules, instead of voiding multiple life events manually to process the correct one. STEPS TO ENABLE There are no steps necessary to enable this feature. KEY RESOURCES For more information about collapsing life events and creating rules, go to Applications Help and view the following topics: Collapsing Life Events: Explained Collapsed Life Event Occurred Date: Critical Choices Proximity Days: Explained Return to Release Feature Summary SEPARATE STEP TO MANAGE CONTACTS IN SELF-SERVICE ENROLLMENT You can now enable participants to review and update their contacts as part of the enrollment guided process. Previously, participants had to ensure that their contacts are current before using the Change . 36 Benefit Elections action for enrollment opportunities. The ability to review contacts from the Benefits Overview page continues to exist. Contacts step as part of the enrollment guided process STEPS TO ENABLE In the Plan Configuration work area, Manage Self Service Configuration task, select the Display separate contacts review step before the guided enrollment process check box to enable this feature. Option to display separate contacts review step KEY RESOURCES For more information about enabling a separate step to manage contacts, go to Applications Help and view the following topic: Managing Contacts in Self Service Benefits Enrollment: Points to Consider . 37 Return to Release Feature Summary SEPARATE STEP TO MANAGE DESIGNATIONS IN SELF-SERVICE ENROLLMENT Enable participants to select dependents and beneficiaries in a separate step of the enrollment guided process. The Designations step appears only if you configured designations for at least one offering in an enrollment opportunity. Designations step of the enrollment guided process STEPS TO ENABLE In the Plan Configuration work area, Manage Self Service Configuration task, select the Display separate designation step in the guided enrollment process check box to enable this feature. . 38 Option to display separate designations step KEY RESOURCES For more information about enabling a separate step to manage contacts, go to Applications Help and view the following topic: Managing Designations in Self Service Benefits Enrollment: Points to Consider Return to Release Feature Summary ORIGINAL COVERAGE START DATE You can now track and report on the original coverage start date for participants and dependents using the Enrollment Results page. The original coverage start date indicates when the participant and dependents began continuous coverage under a benefit plan or option. Any enrollment change to the plan or option resets the original coverage start date to the current coverage start date. . 39 Dependent original coverage start date on the Enrollment Results page STEPS TO ENABLE There are no steps necessary to enable this feature. KEY RESOURCES For more information about enabling a separate step to manage contacts, go to Applications Help and view the following topic: Original Coverage Start Date in Benefits: Examples Return to Release Feature Summary . 40 COMPENSATION Oracle Fusion Compensation enables your organization to plan, allocate, and communicate compensation using the most complete solution in the market. Make better business decisions using embedded analytics and a total compensation view of workers, regardless of geographic location or pay package components. SECURITY CHANGES Several security changes enable and simplify the creation of custom roles. You must regenerate data roles for all delivered and custom job roles. In addition, you should review custom roles to ensure you're using the correct privileges. COMPENSATION PORTRAIT CARD SECURED BY NEW PRIVILEGE The new View Compensation Card privilege secures the compensation portrait card. The Portrait Compensation Duty inherits the new privilege. Previously, the same privilege that secured the Manage Personal Contributions task in the portrait (Manage Variable Compensation Allocation by Worker) secured the compensation card. If workers were able to manage personal contributions, they were also able to view their compensation card. You could not give workers access to their compensation card and remove the Manage Personal Contributions action without creating a custom privilege. Now a separate privilege secures the compensation portrait card. This change enables you to give workers access to their compensation cards without giving them the Manage Personal Contributions action. STEPS TO ENABLE Regenerate your data roles if you use the delivered worker or employee role or your custom job inherits the delivered Portrait Compensation Duty. There is no noticeable change in your workers’ access to their portrait cards or the Manage Personal Contributions actions. If you created a custom job role, duty role, or privilege to remove the Manage Personal Contributions actions, consider removing the custom duty role and privilege and mapping the Portrait Compensation Duty to your custom role. TIPS AND CONSIDERATIONS Regenerate data roles upon upgrade and after you make any changes to your application role mapping. KEY RESOURCES . 41 For more information about how to manage roles and security, refer to the Oracle Fusion Applications Common Security Reference Manual. Return to Release Feature Summary COMPENSATION HISTORY SECURED BY NEW PRIVILEGE The new View Compensation History and View Compensation History Data privileges secure the compensation history interface. Custom roles that inherit the new privileges can now access and view compensation history for people based on their person security profile. Previously, the same privilege that secured the Manage Salary action (Enter Salary Details, View Salary Analytics, and Enter Salary Details Data) secured access to compensation history. If users were able view and manage salary, they were also able to view compensation history for the same set of workers. You could not give users access to view compensation history without giving them access to manage salary unless you created a custom privilege and duty role. Now a separate function and data privilege secure compensation history. With this change, you can give users the ability to view compensation history only. STEPS TO ENABLE Regenerate your data roles if you use the delivered Compensation Manager, Compensation Analyst, HR Specialist, HR Manager, Line Manager roles, or any of the duty roles below. There is no noticeable change in user access to view compensation history. HR Analyst Compensation Review Duty HR Salary Management Duty Individual Compensation Management Duty Salary Administration Duty Salary Management Duty If you created a custom job role, duty role, or privilege to remove access to Manage Salaries, consider removing the custom privilege and granting the View Compensation History and View Compensation History privileges to your custom duty. TIPS AND CONSIDERATIONS Regenerate data roles upon upgrade and after you make any changes to your application role mapping. KEY RESOURCES . 42 For more information about how to manage roles and security, refer to the Oracle Fusion Applications Common Security Reference Manual. Return to Release Feature Summary ACT AS PROXY SECURED BY NEW PRIVILEGE The new Manage Workforce Compensation Work Area by Proxy privilege secures the Act as Proxy link in the Compensation work area. The Compensation Manager Workforce Compensation Management Duty inherits this privilege. Previously, the Manage Compensation Person Information privilege secured both the Act as Proxy link and the Administer Workers link. There was no way to give a compensation user access to only one of those links, unless you created a custom privilege and duty role. Now a separate privilege secures the Act as Proxy link. This change enables you to create custom roles that give compensation users access to the Act as Proxy link, the Administer Workers link, or both. The Manage Compensation Person Information privilege now secures only the Administer Workers link. STEPS TO ENABLE Regenerate your data roles if you use the delivered Compensation Manager or Compensation Manager Workforce Compensation Management Duty. There is no noticeable change in user access to the Act as Proxy link or the Administer Workers link. If you created a custom privilege to remove access to one of those links, consider removing the custom privilege and granting the Manage Workforce Compensation Work Area by Proxy privilege or the Manage Compensation Person Information to your custom duty. TIPS AND CONSIDERATIONS Regenerate data roles upon upgrade and after you make any changes to your application role mapping. KEY RESOURCES For more information about how to manage roles and security, refer to the Oracle Fusion Applications Common Security Reference Manual. Return to Release Feature Summary . 43 DOWNLOAD SALARIES SECURED BY NEW PRIVILEGE The new Export Salary Data data privilege secures the Download Salaries link, which is available from the Compensation work area. Previously, the Enter Salary Details Data data privilege, which is the same privilege that secures the Manage Salaries page, secured the download. To give a compensation user access to the Download Salary action with the proper data security, you had to give them access to the Manage Salaries page also, or you had to create a custom privilege to isolate the Download Salaries action. Now its own data privilege secures the download. Only workers in the user’s person security profile are included in the preview and download. You can give users access to download salaries without giving them the ability to manage salaries. STEPS TO ENABLE Regenerate your data roles if you use the delivered Compensation Manager, Compensation Analyst, Salary Management Duty, or Compensation Workforce Analysis Duty. There is no noticeable change in user access to the Download Salaries action or the Manage Salaries action in the Compensation work area. If you created a custom privilege to remove access to the Manage Salaries action while retaining the Download Salaries action, consider removing the custom privilege and granting the Export Salaries function privilege and the Export Salaries Data data privilege to your custom duty. TIPS AND CONSIDERATIONS Regenerate data roles upon upgrade and after you make any changes to your application role mapping. KEY RESOURCES For more information about how to manage roles and security, refer to the Oracle Fusion Applications Common Security Reference Manual. Return to Release Feature Summary MANAGE SALARY BASIS SECURED BY LEGISLATIVE DATA GROUP The Salary Setup Duty now inherits the Legislative Data Group Selection Duty, which secures access to salary bases by legislative data group. The user’s legislative data group security profile now filters the salary basis. Previously, salary bases were not secured. Users in all legislative data groups were able to view and manage all salary bases. . 44 STEPS TO ENABLE Regenerate your data roles if you use the delivered Compensation Administrator or Salary Setup Duty roles. If you created a custom duty role that includes the Define Salary Bases function privilege, map the Legislative Data Group Selection Duty to your custom duty or job role. TIPS AND CONSIDERATIONS Regenerate data roles upon upgrade and after you make any changes to your application role mapping. KEY RESOURCES For more information about how to manage roles and security, refer to the Oracle Fusion Applications Common Security Reference Manual. Return to Release Feature Summary WORKFORCE COMPENSATION REAL-TIME SUBJECT AREA SECURED BY NEW DATA PRIVILEGE The Compensation Reporting Data Duty now inherits a new data privilege called Report Compensation Allocation Data. This privilege secures the data users can see when viewing reports created from the Workforce Compensation Real-Time subject area in OTBI. Previously, the Allocate Compensation Person Rate by Compensation Manager Data privilege secured data in this subject area. That privilege was only inherited by the delivered Compensation Manager job role. To give line managers access to view these reports, you had to create a custom duty role that inherited the Allocate Compensation Person Rate by Compensation Manager Data privilege. Now custom roles that inherit the delivered Compensation Reporting Data Duty via the Compensation Transactional Analysis Duty can view reports created from the Workforce Compensation subject area. STEPS TO ENABLE Regenerate your data roles if you use the delivered Compensation Manager or Compensation Transaction Analysis Duty roles. If you created a custom privilege and duty role to give line managers access to workforce compensation OTBI reports, replace the custom privilege and duty role with the Compensation Transaction Analysis Duty. TIPS AND CONSIDERATIONS . Regenerate data roles upon upgrade and after you make any changes to your application role mapping. 45 KEY RESOURCES For more information about how to manage roles and security, refer to the Oracle Fusion Applications Common Security Reference Manual. Return to Release Feature Summary PRESERVE CUSTOMIZED REPORTS Previously, you saved customized Oracle Fusion Transactional Business Intelligence (OTBI) reports linked to workforce compensation plans in the /shared/Human Capital Management/Compensation/Transactional Analysis Samples folder. However, the upgrade overwrites custom content saved in this folder. STEPS TO ENABLE To preserve your customized reports: 1. Do one of the following: o Move all your customized reports to /Shared Folders/Custom/Human Capital Management/Compensation. Create the Compensation folder if it doesn’t already exist. o Reattach your customized reports to your workforce compensation plan. . 46 Move customized reports IMPORTANT: The upgrade overwrites changes to reports in other folders. 2. Archive your reports on your local machine to back them up. Unarchive and upload them in the upgraded environment. . 47 Archive and unarchive reports KEY RESOURCES For instructions on how to archive the reports, review the Oracle Sales Cloud: Archiving Custom Reports Before an Upgrade white paper (My Oracle Support Doc ID 1581294.1). Return to Release Feature Summary OTHER COMPENSATION ENHANCEMENTS Other Compensation enhancements for Release 9 include: Changes to support zero or no values in Total Compensation Statements New OTBI salary history subject area Filter Compensation Worksheet by Department CHANGES TO SUPPORT ZERO OR NO VALUES IN TOTAL COMPENSATION STATEMENTS You can configure total compensation statement definitions and compensation categories to display rows that contain zero or no values, or to hide them. The system now differentiates between zero and . 48 no values when determining when to display or hide a category or a row in a category. You can add an alert message to point out missed opportunities for zero or no value items, such as ESPP. Previously, zero and no values were treated the same and you could not add an alert message. View statement alert You can configure the zero or no value behavior of a role in the compensation category when you create or edit a category. To configure the behavior of a row: 1. Select Configure Zero or No Value Behavior of Row. 2. Select a Zero Contribution Display value. 3. Add optional alert text. . 49 Configure Zero or No Value Behavior of Row STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS Use an alert to point out missed opportunities for voluntary benefits or compensation in the Total Compensation Statement. KEY RESOURCES For more information about changing the category display, go to Applications Help and the following topic: How can I change whether the category displays zero or no values in the statement? Return to Release Feature Summary . 50 NEW OTBI SALARY HISTORY SUBJECT AREA A new Salary History – Real Time subject area is available in OTBI to create reports and analyze salary history for workers. The new subject area includes the same attributes as the Salary – Real Time subject area but can retrieve all historical records. The Salary – Real Time subject area includes only current salary and prior salary records. This new subject area is available to roles that inherit the Compensation Transaction Analysis Duty. Previously customers could not retrieve all the rows of salary history for their workers in the Compensation – Salary Details Real Time Subject Area. STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS Use the Salary – Real Time subject area if the current salary (or one previous salary) is sufficient for your needs. It retrieves only one row per worker and is easier to manage. Use the Salary History – Real Time subject area if you need to report on all effective dated rows from salary. It retrieves all the salary rows that exist for your workers. Return to Release Feature Summary FILTER COMPENSATION WORKSHEET BY DEPARTMENT When you enable the Department column in the worksheet, a new Department filter appears in the toolbar. Filtering the worksheet by department recalculates the summary table based on the selected department(s). For budget pools that use worker level budgeting, you can view by department the total overall budget, total amount allocated, and total available budget. . 51 New Department Filter STEPS TO ENABLE Enable the Department column in the worksheet. TIPS AND CONSIDERATIONS Budget values in the summary table reflect the filtered department(s) only for budget pools that use worker level budgeting. Return to Release Feature Summary . 52 GLOBAL HUMAN RESOURCES Oracle Fusion Global Human Resources enables your organization to plan, manage and optimize all workforce segments using flexible and extensible best practices to realize extraordinary gains while ensuring compliance and increasing total workforce engagement. AREAS OF RESPONSIBILITY The Areas of Responsibility functionality has been enhanced to support a new attribute called Responsibility Name. This attribute must have a unique name for a given employee and Responsibility Type and helps identify areas of responsibility in a more granular manner. The scope of responsibility definition has also been enhanced to support Department hierarchy type in addition to already existing hierarchy types of Organization, Position and Supervisor. If you decide to select department hierarchy type while entering scope of responsibility, then you can also choose to enter Department Hierarchy Name, Top Department Name, Include Top Department, and Hierarchy Level attributes. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary CALENDAR EVENT COVERAGE BELOW COUNTRY LEVEL The calendar event functionality has been enhanced to support calendar events that vary based on jurisdictions below the country level of the geographic tree. For example, in Germany and India, public holidays vary based on the state. Required jurisdictions added to the new lookup code, ORA_PER_GEOGRAPHIC_TREE_NODES, are available when defining the geographic tree. New Geography Tree Lookup . 53 If required, multiple levels can be defined in the geographic tree, such as country, state, and city. Create Calendar Event Once the jurisdictions have been added to the geographic tree, the location that should be covered by that jurisdiction can be indicated in the Geographic Hierarchy field on the Manage Locations page. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary DISABLE AN EXTRACT Focus on the extracts you use frequently by hiding the extracts you no longer use or have become obsolete. By disabling an extract, it doesn’t appear in the search results; you can therefore search for and view the extracts you currently work on. The Search Page Criteria will list active extracts by default; however, you can search for the disabled extracts. If you want to permanently remove the extract, then you can delete it if the extract has not yet been run. If the extract has been run, then you can disable it by setting the status of the extract to Inactive. When the extract is set to Inactive, you will not be able to run it. . 54 You cannot delete an extract that has been run because the data in the flow and archive tables will be orphaned. When you run the extract, the flow also runs, extracts the output and archives the details. Use the new user definable lookup to categorize extracts and search for them. The lookup meaning is Category of Extract with ‘ORA_PER_EXT_EXTRACT_CATEGORY’ as the type. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary VALIDATE EXTRACT DESIGN AND DELIVERY Use the additional validate features to ensure the extract design and delivery options are set up correctly. For example, you can check the following: Root data group is defined. All the non-root data groups are linked to the root data group directly or indirectly (for example, through another non-root data group linked to the root data group). The next record is defined for all linkages. Fast formulas exist and are compiled (valid) for all components that use them. For example, record, attribute, conditional messages, and filter criteria. BIP report exists in the path. BIP report is accessible to the extracts processing engine and user. BIP layout is valid. Delivery format is compatible with the chosen layout. If the layout is rtf, then valid formats are Word, PDF, and XLS. If the layout is eTXT, then the valid format is CSV. Additional mandatory requirements for specific delivery types. For example, if you select e-mail, then you must enter an address. STEPS TO ENABLE To perform the additional validations, you must explicitly use the Validate button in Validate Tab of the Simplified UI. Return to Release Feature Summary TAB CONTEXT ERROR MESSAGE IN PERSON MANAGEMENT WORK AREA MODIFIED The Oracle Metadata Services (MDS) customization functionality (page composer) allows multiple layers of customization applied to a page or tab: Site, HCM Country, and HCM Organization. . 55 The person management work area uses the MDS customization functionality as well as dynamic tabs. Each tab can have a different customization context set based on the tab’s business requirements, and is determined by each product team that develops the particular tab. However, the Application Development Framework (ADF) does not support multiple customization contexts per work area. When different contexts were detected between the tabs, a critical error was being returned: You must complete or cancel the current task before starting a task with a different organization or country context. The error message was misleading to end users because it was labeled as critical and they were not even setting the context. A new more specific error message is provided without any reference to the context: The current tab conflicts with other tabs. Close all tabs and reopen it. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary . 56 GLOBAL PAYROLL Oracle Fusion Global Payroll is a high-performance, graphical, rules-based payroll management application. It’s designed to keep pace with the changing needs of your enterprise and workforce in order to reduce setup costs, administration, and processing time. Global Payroll operates globally and consistently in every country supported by Oracle. It uses a highly scalable processing engine that takes advantage of the features of the Oracle database for parallel processing, resulting in optimal performance. In countries with payroll extensions delivered and supported by Oracle, the application delivers the calculations, tax reporting, and regulatory rules required to accurately process payroll and remain in compliance. MANAGE ELEMENTS: PRORATION ENHANCEMENTS You now have a choice of proration methods to calculate proportional element amounts for standard or supplemental earnings. Proration methods include: Working days and fixed rate. Work schedule days in proration period multiplied by annual pay and divided by 260 days, the default number of annual working days. Working hours and fixed rate. Work schedule hours in proration period multiplied by annual pay and divided by 2080, the default number of annual working hours. Calendar days and fixed rate. Calendar days in proration period multiplied by annual pay and divided by annual calendar days. Calendar days and variable rate. Total pay divided by calendar days in the payroll period and multiplied by calendar days in the proration period. Creating a recurring earnings element automatically associates it with a predefined proration formula (GLB_EARN_PRORATION). The proration formula determines how to prorate earnings in the proration period based on the proration calculation method selected for the element. . 57 Proration methods IMPORTANT: Your implementation may display different default proration formulas and rules to accommodate your legislative requirements. STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS When the proration unit is based on work schedules, create work schedules at the assignment or terms level, but not at both levels. Ensure that a work schedule assigned to a person exists at the start date of the payroll period in which you are paying the person. You can replace the method for deriving the fixed rate in a proration formula by editing the call for the RATE_CONVERTER formula. For example, if your enterprise is based on a 32-hour work week, with an annual number of working hours of 1664, you might create a customized version of the formula. KEY RESOURCES For more information about proration methods, go to Applications Help and view the following topics: o . Setting Up Element Proration: Procedure 58 o Prorated Earnings and Deductions: How They’re Calculated Return to Release Feature Summary PAYROLL DATA VALIDATION REPORT You can now use the Payroll Data Validation Report to verify payroll information prior to running payroll processes and statutory reports. The report is available globally, and contains specific validation for the countries that the report currently supports. Typical validation includes checking that critical data exists, such as date of birth, country of birth, and job. Refer to country-specific documentation for details of the validation. The report is also customizable so you can add your own validations. The Payroll Data Validation Report contains any person records within a payroll statutory unit with validation errors. The report displays the person name, payroll relationship number, and details about the error found. Payroll Data Validation Report example STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary . 59 MANAGE BALANCE EXCEPTION ENHANCEMENTS You can now create exception reports that compare employee balance information, such as salary or total earnings, based on the previous month’s value or a monthly average. For example, you can now configure your balance exception report to: Compare the salary figure for the current month to the average salary figure for the last three months. Highlight any employee who has a variation of greater than ten percent. Create Balance Exception page Create Balance Exception Report page . 60 Submit a Process or Report page IMPORTANT: When you enter information on the Submit a Process or Report - Flow Interaction page, select Current Flow as the payroll flow and Run Balance Exception Report as the task. This ensures that the report uses the payroll balance results for the current payroll flow. STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS Before you submit a balance exception report, navigate to the Payroll Calculations work area to: o Create balance exceptions o Create balance exception reports KEY RESOURCES For more information about these reports, go to Applications Help and view the following topics: Balance Exceptions: Examples Creating a Balance Exception Report: Worked Example Return to Release Feature Summary . 61 EXPANSION OF RETROACTIVE AND PRO-RATED PAYROLL CALCULATIONS Retroactive payroll calculations can now be automated to recalculate a payroll run based on changes to a person’s terms- or assignment-level information. This information includes attributes such as job, grade, or position. With this new feature you can also track retroactive changes to a person’s calculation card record, including their tax details. The Create Retroactive Event Group page showing the table, type of date effective change, and attribute of the payroll event entity being tracked by the event group IMPORTANT: Always run the Recalculate Payroll for Retroactive Changes process immediately before you run a payroll. If you run it after the Calculate Payroll process, retroactive adjustments are held over until the next payroll period. STEPS TO ENABLE If you want to recalculate pay based on changes to assignment, terms, or calculation cards, add these changes to the predefined event group, or create your own. 1. In the Payroll Calculation work area, select the Manage Event Groups task. 2. Search for the predefined event group: Entry Changes for Retro. 3. Review the types of changes that automatically trigger retroactive calculation for the elements associated with this event group. 4. You can edit this group or create a new event group to add changes to terms or assignments as triggering events. 5. If you create a new event group, update your elements to use this event group for retroactive changes. KEY RESOURCES . 62 For more information about retroactive payroll calculations, go to Applications Help and view the following topics: Payroll Event Groups: Explained Adding a Retroactive Event Manually: Worked Example Retroactive Pay: How It Is Calculated Return to Release Feature Summary . 63 HUMAN CAPITAL MANAGEMENT FOR CANADA Oracle Fusion 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. PAYMENT METHODS This feature enables you to define organization and personal payment methods specific to Canada. No organization or personal payment methods are predefined for Canada. Implementation teams will need to create the ones applicable to the enterprise. Organization payment methods identify the payment type and the currency to be used for payroll payments to workers and for disbursing employee deductions to third parties. You can select the appropriate payment type while defining the Organization Payment Method or Personal Payment Methods. The payment types that are specific to Canada are cash, cheques, and direct deposits. Create Organization Payment Method Page STEPS TO ENABLE There are no steps necessary to enable this feature. Payroll Managers and Administrators can use the Manage Organization Payment Methods task in the implementation project task list in the Workforce Deployment work area to define the third-party payment sources and payment method rules. . 64 KEY RESOURCES For more information on Payment Methods, review the Manage Personal Payment Methods section in the Global Payroll User Guide. Return to Release Feature Summary DEDUCTION ELEMENT TEMPLATE You can now create and configure deduction elements belonging to the primary classifications of Pretax or Voluntary Deductions and their associated objects. The template is in the form of a detailed questionnaire and prompts you for information to create the necessary payroll objects. Deduction Elements Template STEPS TO ENABLE There are no steps necessary to enable this feature. Payroll Managers and Administrators can use the Manage Elements task in the Payroll Calculation work area to create the deduction elements. TIPS AND CONSIDERATIONS • . When creating a deduction element belonging to the primary classification of Pretax or Voluntary Deductions, you may provide the seven-digit Deferred Profit Sharing Plan (DPSP) or the Registered Pension Plan (RPP) registration number. This registration number is reported on year-end forms. 65 KEY RESOURCES For more information on the Deduction Element Template, go to Applications Help and view the following topic: Creating Elements for Canadian Payroll: Points to Consider Return to Release Feature Summary PAYROLL CALCULATIONS This feature supports the following Canadian payroll requirements: Federal and Provincial taxes Tax Methods (Regular, Non-Periodic, Commission, and Lump Sum) Other payroll information necessary for processing payroll deductions Statutory calculations for Canada are based on the wage basis rules and the tax deduction rates at both the Federal and Provincial levels. Wage basis rules are defined for all the seeded secondary classifications. You can create your own secondary classifications and define wage basis rules associated with them. Tax calculations are done by Vertex and the tax methods available for Canada are those supported by Vertex. Tax methods identify the fast formulas used for computing the applicable deductions. Deduction cards are used to capture and store information required for calculating and processing payroll deductions at various levels. Canada has one deduction card per employee per tax reporting unit. An employee can have more than one deduction card provided they are linked to different tax reporting units. For Payroll or Payroll Interface customers, the tax card is selected as part of the new hire flow. STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS This feature is available only for users with a Payroll or Payroll Interface license. KEY RESOURCES For more information on payroll calculations, go to Applications Help and view the following topics: . Deduction Ranges for Canada: Explained Automatic Card Creation: Explained 66 Creating Canadian Calculation Cards Manually: Examples Editing the Federal and Provincial Returns Calculation Card: Worked Example Return to Release Feature Summary PAYROLL ARCHIVE With this feature you can now archive payroll data such as personal details, assignment details, payroll details, accrual details, balances, earnings, deductions, and other element information. STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS The payroll run and prepayments must be completed successfully before running the payroll archive process. Return to Release Feature Summary PAYSLIP You can now generate an online or printed payslip for each payment made to an employee for each pay period. The payslip includes details of the payments such as employee and employer information, pay period, earnings, deductions and accruals, as well as net pay distribution details. The payslip is generated and stored in the Document of Record in PDF format. If an employee has multiple terms, or is attached to different tax reporting units (TRUs), but within the same payroll, separate payslips are generated for each TRU, but they are contained within the same PDF document. STEPS TO ENABLE There are no steps necessary to enable this feature. Employees must have confidential access to view and print their online payslips. TIPS AND CONSIDERATIONS . You must run the following processes before you generate the payslip: o Payroll o Prepayments o Payroll Archive o Cheque Writer 67 Return to Release Feature Summary BALANCE VIEW Professional users can now view the payroll balance values for an employee by payroll relationship, term, assignment, tax reporting unit, or province. Canada has two types of balances: tax balances and element balances. For tax balances, you can view values of both Federal and Provincial balances. STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS You can view the balances by Balance Group or by Balance Name. If an employee has balances for multiple provinces, the balances for all provinces are displayed if no context is selected for the province. Return to Release Feature Summary REPORT ON HIRINGS The Report on Hirings task is used to generate details of employees hired or recalled during a specific reporting period. This information helps Service Canada officials detect and prevent employment insurance abuse, and ensure that only eligible employees get insurance benefits. You can run the report from the Regulatory and Tax Reporting work area or from the Reports and Analytics link. . 68 Run Report on Hirings Enter the following parameters and submit the report: Payroll Flow. You can enter a value each time the process is executed. You can also choose any format to describe the payroll flow. Employment Start Date. The first date in the range to report the first day of employment for newly hired or recalled employees. This field is mandatory. Employment End Date. The last date in the range to report the first day of employment for newly hired or recalled employees. This field is mandatory. The report output is a .txt file in a format appropriate for Data Gateway, which is a file transfer mechanism for Service Canada. The file name contains the employer account number of the organization and one .txt file is created for each employer. Each record will contain the employee Social Insurance Number, employment start date, and the employee number. Report on Hirings – Report Output The generated information is transferred electronically through Data Gateway. . 69 STEPS TO ENABLE There are no steps necessary to enable this feature. Payroll Managers and Administrators can run this report from the Regulatory and Tax Reporting work area or from the Reports and Analytics link. TIPS AND CONSIDERATIONS To participate, you must have a valid employer account number or tax reporting unit registration number that is designated as the Report on Hirings information provider. KEY RESOURCES For more information on Report on Hirings, go to Applications Help and view the following topic: Report on Hirings Return to Release Feature Summary INVOLUNTARY DEDUCTION ELEMENT TEMPLATE You can now define involuntary deduction elements for each involuntary deduction you want to process for an employee, such as a child support order. Oracle Fusion HCM for Canada provides you with a predefined template that has a set of questions specific to involuntary deductions. You can use the template to create a new element with a primary classification of Involuntary Deductions and select an appropriate secondary classification. The secondary classifications defined for involuntary deductions for Canada are: Garnishments Maintenance and Support Tax Levy You can use the template to define the elements, enter input values, balances, fast formulas, and formula results. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary CHEQUE ADVICE The Cheque Advice feature generates both an advice and an actual cheque. The advice contains employee, employer, and payroll details, as well as earnings and deductions information. . 70 The Cheque Writer process selects employees that are processed in the Payroll Archive for a given payroll and pay period and for a payment method of cheque. You need to complete the following before you run the Cheque Writer process: Add payment source (bank details should already be setup) Add organization payment method Add payroll definition including organizational payment methods Attach payroll to an employee Attach element entries Calculate payroll Run the prepayments process Run the payroll archive process If the employee’s payroll relationship has multiple Tax Reporting Units (TRUs) that are processed in the same payroll run, separate cheque advices are generated for each TRU. The separate advices are contained within one PDF document. STEPS TO ENABLE There are no steps necessary to enable this feature. Payroll Managers and Payroll Administrators can run this report using the Generate Cheque Payments task from the Payment Distribution work area, or as part of the payroll flow. Return to Release Feature Summary WORKERS’ COMPENSATION Workers’ Compensation programs protect employees from financial hardships associated with workrelated injuries and occupational diseases. Workers’ Compensation Boards administer Workers’ Compensation in each province. Each province has different rules for Workers’ Compensation liability calculations. An employer can have multiple accounts in a province. The list of provinces and Workers’ Compensation Boards for each province are predefined in the Oracle Fusion Human Capital Management for Canada application. Use the Manage Legal Entity HCM Information task in the Setup and Maintenance work area to define the Workers’ Compensation Account, and the Workers’ Compensation Classification Unit information at the Payroll Statutory Unit (PSU) level, keeping in mind the following: . Since each province or board can have multiple accounts, you must designate one account as the default for the province or board. 71 Since multiple classification units can be defined for each account and each classification unit has an associated rate, you must designate one classification unit as the default for an account. There is a 1:1 relationship between the classification units and its associated rate. Annual maximum assessable wages for each province are delivered and maintained annually by Oracle. Use the Manage Calculation Value Definitions task in the Payroll Calculation work area to access the annual maximum assessable wages for a province. The province of employment determines which Workers’ Compensation Board is associated to the employee’s term or assignment. The rate associated with the default account is used to calculate the Workers’ Compensation liability, unless you override the details. Certain assignments of employees may be exempt from Workers’ Compensation premiums, and you set the overrides at the assignment level to ensure that Workers’ Compensation calculations are not processed for the exempted assignments. Setting Override for Workers’ Compensation The province of employment determines which Workers’ Compensation Board is associated to the employee’s term or assignment. The rate associated with the default account is used to calculate the Workers’ Compensation liability, unless you override the details. Certain assignments of employees may be exempt from Workers’ Compensation premiums, and you set the overrides at the assignment level to ensure that Workers’ Compensation calculations are not processed for the exempted assignments. . 72 Setting Exemption for Workers Compensation You can define overrides for Workers’ Compensation processing at the following levels: Assignment Job Location Department STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary . 73 PROVINCIAL MEDICAL Provincial Medical functionality applies to the following four provinces that have provincial medical coverage funded by the employer: Ontario, Manitoba, Quebec, and Newfoundland and Labrador. Each province has different rules for processing the provincial medical liability. The list of provinces and Provincial Medical Carriers for each province is delivered by Oracle. Use the Manage Legal Entity HCM Information task in the Setup and Maintenance work area to define the Provincial Medical Account, and the Provincial Medical Account information at the Payroll Statutory Unit (PSU) level. Defining the Provincial Medical Account Employer premiums are calculated as a percentage of the provincial subject wages, less any exemptions for the period. The subject wages for each province are defined as part of the wage basis rules. Quebec is the only province where the liability is calculated directly within the payroll process. Liabilities for the other provinces are calculated within the Provincial Medical Report. For non-Quebec employees, the subject wages are accumulated by account per run, and then retrieved for calculations in the report. Certain earnings or assignments may be designated as exempt from Provincial Medical calculations. Assignments may be specified as exempt by setting a Provincial Medical Exempt flag at the assignment level for the employee. This is handled in the Manage Payroll Relationships UI. You can also override the Provincial Medical Account at the assignment. . 74 Provincial Medical Exemption on Manage Payroll Relationships If a province or an employer is exempt from Provincial Medical liability, there is no need to set up the Provincial Medical account information for the PSU. Provincial Medical balance accumulation and calculation of liability occurs only when the account setup is completed and the default account is set up. You can also define overrides for Provincial Medical processing for a person at the following levels: Location Department STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary RECORD OF EMPLOYMENT In order to comply with requirements of Service Canada, a ROE is issued when there is an interruption of earnings by the employee due to leave of absence or termination. The ROE is issued to those employees who work insurable hours and receive insurable earnings. You can run the Run Record of Employment Archive process for an individual employee or a group of employees. The output of the process is an archive of the relevant data and a Record of Employment Worksheet. Once the archive is run, use the Run Record of Employment Interface process to generate . 75 the file to submit to Service Canada through the ROE Web. You can access both processes from the Regulatory and Tax Reporting work area. Record of Employment The information on the ROE helps Service Canada officials determine if an employee qualifies for Employment Insurance (EI) benefits when not working. Insurable earnings are those that are subject to Employment Insurance premiums and are designated as such in the wage basis rules defined for the secondary classification. . 76 Defining Insurable Earnings Wage Base Rules Additionally, when defining the element, you can specify whether the insurable earnings are allocated by date earned or date paid. You can also specify if there are insurable hours associated with the element. Use the Manage Elements task to define elements. You can use the EI Exempt flag on the person’s tax card on the Manage Calculation Cards UI to exempt the employee from Employment Insurance (EI) premiums. . 77 Mange EI Exemption on the Calculation Card You can define ROE contacts at the Legal Reporting Unit level using the Manage Legal Reporting Unit UI. A primary contact phone number must be setup. Additional contacts may be setup, however only one should be set with the 'Primary Flag'. Define ROE Contacts You can capture and report the following types of information for the employee: . 78 ROE Comments ROE Other Monies ROE Special Payments ROE Statutory Holiday Pay ROE Vacation Pay Reason for Issuing ROE Create a calculation card of type Reporting Information for the employee using the Manage Calculation Cards UI. When the desired ROE Calculation Component is created, the payroll in which the employee is paid must be specified. Create Reporting Calculation Card Additionally, you must ensure the association to the Tax Reporting Unit is present for the Reporting Information card. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary . 79 HUMAN CAPITAL MANAGEMENT FOR CHINA Oracle Fusion 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. NEW CONTRIBUTION TYPE FIELD IN PAYROLL FOR SOCIAL SECURITY MANAGEMENT We have added a new field: Contribution Type in payroll for social security management, which is independent from the Hukou Type field in HR. From now on, HR users need to set up and maintain the Hukou Type field in HR for hukou information analysis and reporting. And payroll users need to set up and maintain the Contribution Type field in payroll for social security contribution calculation and reporting. By doing so, you are able to have both accurate hukou type information and correct social security contribution calculation and reporting, in the case where employees are working in territory A, but making contribution to territory B. Set up the Contribution Type field on the personal calculation card . 80 STEPS TO ENABLE There are no steps necessary to enable this enhancement. However, the new Contribution Type field is made mandatory. To minimize the impact on existing payroll customers, during patching we will copy the latest hukou type value to populate the Contribution Type field in payroll. You may want to verify the values before starting your first payroll run after the patching. TIPS AND CONSIDERATIONS From now on, for a new hire, you need to set up the Contribution Type value for any social security item you would like to process for the employee, including public housing fund, social insurance items, and enterprise annuity. For the existing employees, in cases like transfers and global transfers, you should review the existing contribution type value and make an update if required. Return to Release Feature Summary VALIDATION REPORTS We have added two validation reports. The Worker Data Validation Report shows what China localization-specific HR information is missing for the workers of a Chinese legal employer. The Payroll Data Validation Report shows what China localization-specific payroll information is missing to carry out payroll processes successfully for the employees of a Chinese payroll statutory unit. HR users may run the Worker Data Validation Report from either the Payroll Checklist work area, or the Data Exchange work area. Payroll users may run the Payroll Data Validation Report from the Payroll Checklist work area. . 81 Submit the validation reports from the Payroll Checklist work area STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS You need to complete the missing information highlighted in these reports to avoid downstream payroll and payment processing issues, and statutory reports with incomplete information. Return to Release Feature Summary YEARS OF SERVICE CALCULATION RULE BY TERRITORY FOR TAX CALCULATION ON SEVERANCE PAYMENTS Fulfill the statutory requirement that territories may have different years of service calculation rule by adding the Tax on Severance Payments calculation component details on the payroll statutory unit statutory deductions calculation card under the Taxes component group. For a territory, you may choose a rule out of the following two options: 1. Add 0.5 if less than 6 months, add 1 if more than 6 months 2. Add 1 for less than a year period For example, Beijing is using rule no. 1, while Shanghai is using rule no. 2. . 82 Set up the Years of Service Calculation Rule by territory In special cases where you do not want the system to calculate the years of service to be used in tax calculation on severance payments for an employee, you may set up an overriding value at the employee’s personal statutory deductions calculation card. As per statutory rule, the value should be no greater than 12. . 83 Set up the overriding years of service value on personal calculation card STEPS TO ENABLE Set up the calculation rule by territory at the payroll statutory unit statutory deductions calculation card level. TIPS AND CONSIDERATIONS There is no validation on the value you may set up at the personal statutory deductions calculation card level. Please be mindful when you set up the value, which per statutory rule should be no greater than 12. Return to Release Feature Summary . 84 HUMAN CAPITAL MANAGEMENT FOR FRANCE Oracle Fusion Human Capital Management for France supports country-specific features and functions for France. It enables users to follow France’s business practices and comply with its statutory requirements. WORKER DATA VALIDATION REPORT Run the Worker Data Validation Report to get a list of employees with missing or noncompliant statutory HR data for France. Using this report, you can verify whether the following person data has been entered: Assignment level o Activity Mode o Department o Job Population Type Employment terms level o Assignment Category o Contract Type o Grade o Job o Reporting Establishment o Worker Category Person level o Home Address o Citizenship o Country of Birth o Date of Birth You can also create additional validations as required. HR managers and payroll managers can run this report from the Payroll Checklist work area. . 85 Run this report from the Payroll Checklist work area STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS You must specify the legal employer and the effective date to run the report. KEY RESOURCES For more information on this report, go to Applications Help and view the following topics: Worker Data Validation Report for France Creating Additional Validations for Data Validation Reports for France: Worked Example Return to Release Feature Summary PAYROLL DATA VALIDATION REPORT Run the Payroll Data Validation Report to generate a list of workers with missing or noncompliant payroll data. Using this report, you can verify whether the required data setup for all employees for payroll run or processes is complete. You can also create additional validations as required. . 86 Payroll managers or administrators can run this report from the Payroll Calculations or the Payroll Checklist work area. Run this report from the Data Exchange or Payroll Checklist work area STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS You must specify the payroll statutory unit and the effective date to run the report. KEY RESOURCES For more information on this report, go to Applications Help and view the following topics: Payroll Data Validation Report for France Creating Additional Validations for Data Validation Reports for France: Worked Example Return to Release Feature Summary . 87 HUMAN CAPITAL MANAGEMENT FOR GERMANY Oracle Fusion Human Capital Management for Germany supports country-specific features and functions for Germany. It enables users to follow Germany’s business practices and comply with its statutory requirements. WORKER DATA VALIDATION REPORT You can generate this report to get a list of employees with missing or noncompliant statutory HR data. HR managers run this report periodically. Validations are provided at the employment level to determine if there is a reporting establishment assigned for each person, and at the person level to determine if a home address exists for each person. You can run this report from the Data Exchange area or the Checklists work area. Run this report from the Data Exchange work area STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS You must specify the legal employer and the effective date to run the report. Return to Release Feature Summary . 88 HUMAN CAPITAL MANAGEMENT FOR KUWAIT Oracle Fusion 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. UNIFIED LAW OF INSURANCE PROTECTION EXTENSION The social insurance calculation now references the Unified Law for Insurance Protection Extension (IPE). IPE is the law seeking extended social insurance coverage for the GCC State citizens working outside their countries in any of the Council State Members. A new segment called Exempt from SI Contribution Difference has been added to the Employee Social Insurance Details calculation card. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary STATUTORY REPORTING: REPORT 103 – NEW HIRES AND TERMINATIONS You can now generate a monthly report that contains details of commencement or termination of an insured employee. This report must be submitted to the Social Insurance office. You can run this report from the Regulatory and Tax Reporting work area. Submission of Report 103 . 89 STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary STATUTORY REPORTING: REPORT 56 - COMMENCEMENT AND TERMINATION OF ADDITIONAL CONTRIBUTIONS You can generate a report containing details of complementary or supplementary insurance subscription for an employee. The report is generated only on employee hire or termination or during the first month of the year. It can be run for any month, that is, when complementary or supplementary insurance starts or ends. This report is submitted to the Social Insurance Office. You can run this report from the Regulatory and Tax Reporting work area. Submission of Report 56 STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary . 90 GRATUITY CALCULATION ENHANCEMENT The payroll process now calculates the full gratuity amount for female employees if the date of change of their marital status to Married is six months or less than the date of termination, and the employee has resigned voluntarily. STEPS TO ENABLE There are no steps necessary to enable this feature. KEY RESOURCES For more information on gratuity calculations, go to Applications Help and view the following topic: Kuwaiti Employer Calculation Cards: Points to Consider Return to Release Feature Summary DISABLED WORKERS REPORT You can now generate a report with a list of workers and information on their relevant disability details to be submitted to the Kuwait Ministry of Social Affairs. You can run this report from the Regulatory and Tax Reporting work area. Kuwaiti Disabled Workers report process . 91 STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary PRORATION Proration has been enabled to meet Kuwait-specific requirements. You can use the global formulas GLB_EARN_PRORATION and GLB_DEDN_PRORATION. Based on the element definition, either the pay value or the number of hours worked is prorated. Element Summary Proration Details STEPS TO ENABLE There are no steps necessary to enable this feature. . 92 KEY RESOURCES For more information on proration, go to Applications Help and view the following topic: Creating a Proration Formula: Procedure Return to Release Feature Summary RETROACTIVE PAY Retroactive pay has been enabled to meet Kuwait-specific requirements. This process creates retroactive element entries based on retroactive events. You can view automatically-created retroactive events or create them manually. Only elements that are set up to include a retroactive event group can have retroactive element entries. Submission of Retroactive Changes process STEPS TO ENABLE There are no steps necessary to enable this feature. To process retroactive pay, run the Recalculate Payroll for Retroactive Changes process from the Payroll Checklist work area. KEY RESOURCES For more information about retroactive pay, go to Applications Help and view the following topic: . 93 Retroactive Pay: How it is Calculated Return to Release Feature Summary GLOBAL REPORTS The following global reports have been enabled to meet Kuwait-specific requirements: Element Result. View a listing of the elements and pay values processed for each payroll relationship. Run this report from the Payroll Calculations work area. Payroll Run Results. A series of gross-to-net calculations based on legislative requirements create run results and balances. You can verify these results by viewing the statement of earnings and payroll reports. Run this report from the Payroll Calculations work area. Payroll Activity. View details of the payroll run or a QuickPay, such as balance adjustments, reversals, and balance initializations, taxes withheld, earnings, deductions, payment information, employer liability, and quarter and year-to-date details. Run this report from the Payroll Calculations work area. Statutory Deductions Register. View details of statutory deductions including the employee’s previous year’s earnings and the number of months worked. Run this report from the Payroll Checklist work area. STEPS TO ENABLE There are no steps necessary to enable this feature. KEY RESOURCES For more information about these reports, go to Applications Help and view the following topics: Payroll Run Results: How They're Calculated Viewing and verifying Payroll Run Results: Points to Consider Payroll Calculation Reports: Overview Payroll Flow Checklist and Flow Tasks: Explained Return to Release Feature Summary . 94 HUMAN CAPITAL MANAGEMENT FOR MEXICO Oracle Fusion 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. ORGANIZATION DATA CAPTURE This feature supports Mexico-specific organization information such as: Legal Jurisdictions Legal Addresses Legal Authorities Legal Entities, Legal Employers and Payroll Statutory Units Registrations You must set up the jurisdictions before creating the registrations and legal categories. Mexico has federal and state levels of jurisdictions. Human Capital Management for Mexico provides three predefined jurisdictions: Mexico Federal Tax, Mexico Social Insurance and State Income Tax for each of the 32 Mexican states. The Mexico Federal Tax is defined as the identifying jurisdiction. The legal authorities that you must create for Mexico are the Mexico Federal Tax Office and the Mexico Social Insurance Office. No legal addresses are predefined for Mexico. You must create legal addresses for all organizational units of the enterprise. You must create legal addresses before creating legal entities. STEPS TO ENABLE There are no steps necessary to enable this feature. Implementation specialists can use the setup tasks in the implementation project task list in the Workforce Deployment work area. KEY RESOURCES For more information on Organization Data Capture, go to Applications Help and view the following topic: Defining HCM Enterprise Structure for Mexico: Points to Consider Return to Release Feature Summary . 95 PERSON AND EMPLOYMENT This feature supports person and employment information specific to Mexico, such as: Mexican Name Format Mexican Address Structure Validation of the following National Identifiers: o CURP – National Identifier o RFC – Tax Income ID o IMSS Number – Private sector social insurance number o ISSSTE Number – Public sector social insurance number o Federal Government Affiliation ID – Public sector identification number o Military Service ID Job-related data capture including Social Insurance Salary Type An HR specialist can maintain the person and employment information using the tasks under Person Management or New Person work areas. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary . 96 HUMAN CAPITAL MANAGEMENT FOR SAUDI ARABIA Oracle Fusion 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. UNIFIED LAW OF INSURANCE PROTECTION EXTENSION The social insurance calculation now references the Unified Law of Insurance Protection Extension (IPE). IPE is the law seeking extended social insurance coverage for the GCC State citizens working outside their countries in any of the Council State Members. A new segment called Exempt from SI Contribution Difference has been added to the Employee Social Insurance Details calculation card. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary PRORATION Proration has been enabled to meet Saudi-specific requirements. You can use the global formulas GLB_EARN_PRORATION and GLB_DEDN_PRORATION. Based on the element definition, either the pay value or the number of hours worked is prorated. . 97 Element Summary Proration Details STEPS TO ENABLE There are no steps necessary to enable this feature. KEY RESOURCES For more information on proration, go to Applications Help and view the following topic: Creating a Proration Formula: Procedure Return to Release Feature Summary GLOBAL REPORTS The following global reports have been enabled to meet Saudi-specific requirements: . Element Result. View a listing of the elements and pay values processed for each payroll relationship. Run this report from the Payroll Calculations work area. 98 Payroll Run Results. A series of gross-to-net calculations based on legislative requirements create run results and balances. You can verify these results by viewing the statement of earnings and payroll reports. Run this report from the Payroll Calculations work area. Gross-to-Net. View summary or detailed listings for the total results calculated in the payroll run. Run this report from the Payroll Calculations work area. Payroll Register. Verifies and provides an audit trail of payments generated by all payment processes, including total amounts paid by payment category, type, and method. In detail mode, shows payments for each employee. STEPS TO ENABLE There are no steps necessary to enable this feature. KEY RESOURCES For more information about these reports, go to Applications Help and view the following topics: Payroll Run Results: How They're Calculated Viewing and verifying Payroll Run Results: Points to Consider Payroll Calculation Reports: Overview Why should I archive payroll data? Distribute Payroll Payments: Overview Payment Distribution Reports: Overview Return to Release Feature Summary . 99 HUMAN CAPITAL MANAGEMENT FOR SWITZERLAND Oracle Fusion Human Capital Management for Switzerland supports country-specific features and functions for Switzerland. It enables users to follow Switzerland’s business practices and comply with its statutory requirements. PAYROLL INTERFACE SUPPORT: AUTOMATIC CALCULATION CARD CREATION Payroll interface support includes: Automatic creation of the calculation card Element Register Report or Element Result Report Results Summary Report or Payroll Balance Report If your Payroll Product Usage is set to Payroll or Payroll Interface, the Statutory Deductions calculation card is created automatically as part of the new hire process or when you rehire an employee. A calculation card captures values required for calculating and processing payroll deductions. Payroll Managers or Payroll Administrators use the Manage Calculation Cards task in the Payroll Calculations work area to view and edit the card. Swiss Calculation Card STEPS TO ENABLE There are no steps necessary to enable this feature. . 100 TIPS AND CONSIDERATIONS You must select a reporting establishment during the New Hire process. The reporting establishment must be defined as the tax reporting unit. The calculation card creation is dependent on the creation of a new payroll relationship. The card is created for Employee and NonWorker Paid person types with standard payroll relationship type. Return to Release Feature Summary PAYROLL INTERFACE SUPPORT: ELEMENT REGISTER REPORT You can generate this report every pay period to get the earnings or deductions of an employee based on the selected balance group. This report is also known as the Element Result Report. Balance groups control the balance amounts that are displayed on the report. This report is used for diagnostic purposes along with Balance Views, Statement of Earnings and Payroll Activity reports. The report output is either in XML or Excel format. Payroll Managers can run this report from the Payroll Calculations or Checklists work area. Element Register Report Enter the following mandatory parameters and submit the report: . Payroll Flow. Identifier for the process that is being run. You can enter a value each time the process is executed. You can choose any format to describe the payroll flow. Payroll. Name of the payroll for which payroll is run and the report generated. Process End Date. The report is run for every pay period. Enter the end date which the report is to be run. 101 STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS The payroll run must be completed for the specific payroll period. Return to Release Feature Summary PAYROLL INTERFACE SUPPORT: RESULTS SUMMARY REPORT You can generate this report to retrieve run balance results for a specific person over a defined period of time. The report results are used to check or verify the values of other diagnostic reports. This report is also known as Payroll Balance Report. Balance groups control the balance amounts that are displayed on the report. Payroll Managers can run this report from the Payroll Calculations or Checklists work area. Submission of Results Summary Report Enter the following mandatory parameters and submit the report: Payroll Flow. Identifier for the process that is being run. You can enter a value each time the process is executed. You can choose any format to describe the payroll flow. Payroll. Name of the payroll for which the payroll is run and the report generated. Process Start Date. Enter the start date from which the report is run. Process End Date. Enter the end date till which the report is to be run. STEPS TO ENABLE . 102 There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS The payroll run must be completed for the specific payroll period. The balance dimension Relationship Tax Unit Run must be attached to the balances for a person. You can use the Manage Balance Definitions task for this purpose. Return to Release Feature Summary DOCUMENT OF RECORDS For Swiss employees on international or legal assignments, you must use the Manage Document Records task or the Manage Person task, Documents of Record area to enter social insurance registrations, tax registrations, and trade register information. The registration information you enter in the Documents of Record area allows you to overwrite the registration information entered at the organization level. Each registration stores different information; therefore, the setup is done separately for each area of registration. The Swiss registrations document of records category contains the registrations-related information. The document types hold the additional information for the registrations and are grouped into the document subcategories. Swiss registrations categories have the following subcategories: Trade register information o UID-EHRA (Trade Register) o UID-BFS o BUR (Can be at the legal employer or legal reporting unit level) Social Insurance registrations o AHV-AVS (Pension Insurance or Unemployment Insurance) o UVG-LAA (Accident Insurance) o UVGZ-LAAC (Additional Accident Insurance) o KTG-AMC (Sickness Allowance Insurance) o BVG-LPP (Occupational Pension) o FAK-CAF for each canton (Family Allowance). The FAK-CAF registration is with the FAKCAF number on a Swiss canton level. The legal employer has the option of assigning family allowance providers from different cantons to the employee on an individual level. You must first choose a canton, and then the family allowance provider Tax registrations o ST-I (Tax) for each canton o QST-ID (Source Tax) for each canton and municipality where an employee is registered STEPS TO ENABLE There are no steps necessary to enable this feature. . 103 Return to Release Feature Summary . 104 HUMAN CAPITAL MANAGEMENT FOR THE UNITED ARAB EMIRATES Oracle Fusion Human Capital Management for the United Arab Emirates (UAE) supports country-specific features and functions for UAE. It enables users to follow UAE’s business practices and comply with its statutory requirements. UNIFIED LAW OF INSURANCE PROTECTION EXTENSION The social insurance calculation now references the Unified Law of Insurance Protection Extension (IPE). IPE is the law seeking extended social insurance coverage for the GCC State citizens working outside their countries in any of the Council State Members. A new segment called Exempt from SI Contribution Difference has been added to the Employee Social Insurance Details calculation card. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary STATUTORY REPORTING: MONTHLY CONTRIBUTIONS – GOVERNMENT SECTOR You can generate a monthly report containing details of employer and employee monthly contributions in the government sector. This report is submitted to the social insurance office at the end of each month. You can run this report from the Payroll Checklist work area. Submission of Monthly Contributions - Government Sector report . 105 STEPS TO ENABLE There are no steps necessary to enable this feature. KEY RESOURCES For more information about the Monthly Contributions – Government Sector report, go to Applications Help and view the following topic: UAE Statutory Reports: Overview Return to Release Feature Summary CIVIL REGISTRATION NUMBER You can now enter up to 15 digits for the Civil Registration Number. For a 15-digit Civil Registration Number, a new validation has been added to check the correct digits that reflect the person’s year of birth. STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS If the Civil Registration Number is less than 15 digits, there is no validation for date of birth. Date of birth is now mandatory for the person type Employee. For person types other than Employee, the validation is triggered only if the Civil Registration Number is 15 digits and the date of birth is updated. Return to Release Feature Summary PRORATION Proration has been enabled to meet UAE-specific requirements. You can use the global formulas GLB_EARN_PRORATION and GLB_DEDN_PRORATION. Based on the element definition, either the pay value or the number of hours worked is prorated. . 106 Element Summary Proration Details STEPS TO ENABLE There are no steps necessary to enable this feature. KEY RESOURCES For more information about proration, go to Applications Help and view the following topic: Creating a Proration Formula: Procedure Return to Release Feature Summary RETROACTIVE PAY Retroactive pay has been enabled to meet UAE-specific requirements. This process creates retroactive element entries based on retroactive events. You can view automatically-created retroactive events or create them manually. Only elements that are set up to include a retroactive event group can have retroactive element entries. . 107 To process retroactive pay, run the Recalculate Payroll for Retroactive Changes process from the Payroll Checklist work area. Submission of Retroactive Changes process STEPS TO ENABLE There are no steps necessary to enable this feature. KEY RESOURCES For more information about changing the category display, go to Applications Help and view the following topic: Retroactive Pay: How It is Calculated Return to Release Feature Summary GLOBAL REPORTS The following global reports have been enabled to meet UAE-specific requirements: . Element Result. View a listing of the elements and pay values processed for each payroll relationship. Run this report from the Payroll Calculations work area. 108 Payroll Run Results. A series of gross-to-net calculations based on legislative requirements create run results and balances. You can verify these results by viewing the statement of earnings and payroll reports. Run this report from the Payroll Calculations work area. Payroll Activity. View details of the payroll run and QuickPay, such as balance adjustments, reversals, and balance initializations, taxes withheld, earnings, deductions, payment information, employer liability, and quarter and year-to-date details. Run this report from the Payroll Calculations work area. Statutory Deductions Register. View details of statutory deductions including the employee’s previous year’s earnings and the number of months worked. Run this report from the Payroll Checklist work area. STEPS TO ENABLE There are no steps necessary to enable this feature. KEY RESOURCES For more information about these reports, go to Applications Help and view the following topics: Payroll Run Results: How They're Calculated Viewing and verifying Payroll Run Results: Points to Consider Payroll Calculation Reports: Overview Payroll Flow Checklist and Flow Tasks: Explained Return to Release Feature Summary . 109 HUMAN CAPITAL MANAGEMENT FOR THE UNITED KINGDOM Oracle Fusion Human Capital Management for the United Kingdom (UK) supports country-specific features and functions for United Kingdom. It enables users to follow United Kingdom’s business practices and comply with its statutory requirements. COURT ORDER TYPES You can now process deductions from an employee’s earnings for the following types of court orders: Attachment of Earnings Order Priority Attachment of Earnings Order Priority Northern Ireland Attachment of Earnings Order Fines Council Tax Attachment of Earnings Order Deduction from Earnings Order (Before 2003 and Post 2003 assessment) Attachment of Earnings Order Non-Priority Attachment of Earnings Order Non-Priority Northern Ireland Earnings Arrestment Current Maintenance Arrestment Conjoined Arrestment Order Child Maintenance SDEO Direct Earnings Attachment To create and process court order deductions for an employee: 1. Define eligibility for the predefined Involuntary Deduction element. This element is used for both student loans and court order deductions. 2. Create elements for each type of court order you need to process. These include: o Attachment of Earnings Order Fines o Attachment of Earnings Order Non-Priority o Attachment of Earnings Order Non-Priority Northern Ireland o Attachment of Earnings Order Priority o Attachment of Earnings Order Priority Northern Ireland o Conjoined Arrestment Order o Council Tax Attachment of Earnings Order o Current Maintenance Arrestment o Deduction from Earnings Order o Earnings Arrestment o Child Maintenance SDEO o Direct Earnings Attachment Creating a court order element automatically creates a court order calculation component and other related information. 3. Define issuing authorities. Use the Manage Common Lookups task and create a lookup code for each issuing authority in the ORA_HRX_GB_CO_ISSUE_AUTHORITY lookup type. . 110 4. Create a Court Orders and Student Loans calculation card for the employee, and add the appropriate court order calculation components to the card. Provide order details on the Calculation Component Details tab. Calculation Components Detail tab 5. Use the Enterable Calculation Values on Calculation Cards tab to provide additional calculation information. The details and calculation values you must provide vary based on the court order type. . 111 Edit calculation values STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary COURT ORDER OVERRIDES AND ADJUSTMENTS When a Court Order element is created, there is also a new element entry created. You can use this new element entry to make onetime adjustments or overrides for a single pay period. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary COURT ORDER ARREARS PROCESSING You can now use arrears processing on certain court order types so that any amounts not taken for the period will be processed in the next period. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary COURT ORDER FEES You can now either zero out or change the Fee amount deducted for Court Order administration as required by your Organization. Each Court Order type can have various fee overrides, zero outs, and third party payments. STEPS TO ENABLE . 112 There are no steps necessary to enable this feature. Return to Release Feature Summary COURT ORDER VALIDATION ON ENTRY Using updated validation rules, you can ensure that allowable combinations of multiple Court Orders are accepted at entry. Any invalid combinations will result in an error message. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary COURT ORDER THIRD-PARTY PAYMENT SUPPORT Once the payroll processes the Court Order or student loan values, these can be paid directly to the relevant Court using the Third-Party Payment process. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary STUDENT LOANS You can now process student loan deductions from an employee's earnings. To create and process student loan deductions for an employee, you must: 1. Define eligibility for the predefined Involuntary Deduction element, if not already defined. 2. Create an element for student loans. Since processing rules are the same for all student loans, you only need to create one element of this type. Creating a student loan element automatically creates a student loan calculation component and other related information. 3. Create a Court Orders and Student Loans calculation card for the employee, and add the student loan calculation component to the card. Provide details of the loan deduction on the Calculation Component Details tab. . 113 Calculation Component Details tab STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary PENSIONS AUTOMATIC ENROLMENT Human Capital Management for the UK now supports UK legislative mandates for Pensions Automatic Enrolment. Use this new functionality to: . Define payroll elements for qualifying pension schemes (QPS). Run the Pensions Automatic Enrolment Assessment process, which assesses worker eligibility and automatically enrolls eligible jobholders. Perform pension-related actions on individual employees, such as opting in, opting out, manually enrolling, and leaving a QPS. Create Pension Notification letters for all employees who are assessed for enrolment using BI Publisher seeded templates. Letter type templates include: o Eligible Job holders (no Postponement) – Letter 1 o Eligible Job holders (Postponement) – Letter 1P 114 o o o o o o o Eligible Job holders (Transitional ) – Letter 1T Noneligible workers (no Postponement) – Letter 2 Noneligible workers (Postponement) – Letter 2P Entitled workers (no Postponement) – Letter 3 Entitled workers (Postponement) – Letter 3P All Workers in a Qualifying Pension Scheme already – Letter 4 All Workers (General Notice) – Letter 6 Set Pension Notification options The process for generating letters can be disabled by setting the flag on the PSU level Calculation Component details for Pensions Automatic Enrolment. . 115 Pension Notification options The letters file created from the Assessor process can be printed as required. Where SSHR is in use, these letters will be published via Document Records under a new document type called Pension Automatic Enrolment. STEPS TO ENABLE To enable pension’s automatic enrolment, you must: 1. Define eligibility for the predefined Pensions Automatic Enrolment element. 2. Create an element for each QPS into which you plan to enroll workers. Use the Pre-Statutory Deductions primary classification and Pensions Plan Pre-Statutory secondary classification. 3. Define default values at the payroll statutory unit (PSU) level and, optionally, at the tax reporting unit (TRU) level. For example, you must define the default QPS into which employees should be enrolled. 4. Use the Manage Legal Entity Calculation Cards or Manage Legal Reporting Unit Calculation tasks to create an organization-level Pensions Automatic Enrolment calculation card. . 116 Organization Level Pensions Automatic Enrolment Calculation Card 5. When you hire an employee, the new hire process automatically creates a Pensions Automatic Enrolment calculation card for the employee. . 117 Employee Pensions Automatic Enrolment Calculation Card 6. Run the Pensions Automatic Enrolment Assessment process. The process assesses employee eligibility and automatically enrolls eligible jobholders in the default QPS. KEY RESOURCES For more information about pension’s automatic enrolment, go to Applications Help and view the following topics: Pensions Automatic Enrolment Setup: Explained Pensions Automatic Enrolment Assessment Process Return to Release Feature Summary . 118 GLOBAL REPORTS The following global reports are enabled to meet UK-specific requirements: Element Result. View a listing of the elements and pay values processed for each payroll relationship. Payroll Balance. Use this reconciliation report to view run balance results for a specified period of time. Payment Register. Displays results used to verify and audit payment distributions. Run this report from the Payroll Checklist or Payroll Calculations work area. Payroll Register. Displays details used to verify, validate, and audit payroll calculations. Compare this report to the Payroll Activity report to ensure that payroll results have been archived correctly. Run this report from the Payroll Checklist or Payroll Calculations work area. Gross-to-Net. View summary or detail listings for the total results calculated in the payroll run. Run this report from the Payroll Calculations work area. Balance Exception. Identifies values that vary compared to other values for the same balance dimension. Run this report from the Payment Distribution work area or the Payroll Checklist work area. Deduction. Validates the deduction amounts being processed. Run this report from the Payroll Calculation work area. Statutory Deduction Register. View details of statutory deductions including the employee’s previous year’s earnings and the number of months worked. Run this report from the Payroll Checklist work area. Payroll Activity. View details of the payroll run, QuickPay, such as balance adjustments, reversals, and balance initializations, taxes withheld, earnings, deductions, payment information, employer liability, and quarter and year-to-date details. Run this report before processing prepayments from the Payroll Checklist or Payroll Calculations work areas. Third-Party Payment Register. Provides details of all payments made to a third-party person or organization, including details of amounts, bank details, or cheque number. You can run this report from the Payroll Checklist work area or Payment Distribution work area. STEPS TO ENABLE There are no steps necessary to enable this feature. KEY RESOURCES For more information about these reports, go to Applications Help and view the following topics: . Payroll Calculation Reports: Overview Deduction Report Payment Register: Explained Payroll Register: Explained Payroll Activity report Payment Distribution Reports: Overview Balance Exception Report: Explained 119 Return to Release Feature Summary P45 PROCESS You can run this process to generate P45 forms for employees when their employment ends. The P45 provides a record of the employee's pay and the tax that was deducted in the current tax year. You can run this report from the Payroll Checklist or Regulatory and Tax Reporting work area. STEPS TO ENABLE There are no steps necessary to enable this feature. KEY RESOURCES For more information about this report, go to Applications Help and view the following topic: P45 Process Return to Release Feature Summary START OF YEAR PROCESS At the start of the tax year, run this process to update tax information for each employee, including: Tax Code. Updates employees’ tax codes from a P9X tax document. Tax Basis. Updates all employees with a Non-cumulative basis to Cumulative. Previous Taxable Pay and Previous Tax Paid. Clears these values for all employees who received a P45 or P6 in the previous tax year. You can run this report from the Payroll Checklist or Regulatory and Tax Reporting work area. STEPS TO ENABLE There are no steps necessary to enable this feature. KEY RESOURCES For more information about this report, go to Applications Help and view the following topic: Start of Year Process Return to Release Feature Summary . 120 REAL TIME INFORMATION (RTI) – LEGISLATIVE UPDATES AND ADDITIONAL DATA CAPTURE Real Time Information (RTI) processes and data changes have been introduced to comply with legislative updates for the tax years 2014-2015 and 2015-2016 including: These fields, which are now available for the National Insurance (NI) component and Aggregation Information component details region: o SCON – Now mandatory for all contracted out NI categories o NIC Refund Indicator - Used to indicate if the employee has been refunded any excess payments to NI contributions RTI Legislative Updates . The following fields are now available or enhanced on the PAYE component Details page: o Late PAYE reporting reason o Retain late PAYE reporting reason o Flexibly Accessing Pension Rights o Flexibly Accessing Pension Rights to Continue o Number of Hours Worked – Updated values 121 PAYE Component Details page . New RTI processes are available for: o Full Payment Submission for Tax Year ending April 2015 o Employer Payment Summary for Tax Year ending April 2015 o Full Payment Submission for Tax Year ending April 2016 o Employer Payment Summary for Tax Year ending April 2016 122 Process to archive end-of-year payroll results For RTI processes to function accurately and for HMRC reporting, the following components and component details have been enhanced to capture additional data: • • Tax reporting unit (TRU) details: Employer Accounts Office Reference Number (mandatory), Employer Contracted Out Scheme Number (ECON), Service Company indicator, Corporation Tax Reference, and Self Assessment Unique Identifier. Pay As You Earn (PAYE) New Starter Declaration, Expatriate Notification, and Pensioner Notification details STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary FULL PAYMENT SUBMISSION (FPS) PROCESS Each time you pay your employees, you run this process to report details of the payments to HRMC. You can run this report from the Payroll Checklist or Regulatory and Tax Reporting work area. STEPS TO ENABLE There are no steps necessary to enable this feature. . 123 KEY RESOURCES For more information about this report, go to Applications Help and view the following topic: Full Payment Submission Process Return to Release Feature Summary EMPLOYER PAYMENT SUMMARY (EPS) PROCESS If you are entitled to recover statutory payments made to employees, you can run this process at the end of a tax month to report a reduction in the amount of year-to-date national insurance liability due to HMRC. You can also use the EPS to inform HMRC that you haven't paid any employees in a pay period and to report other relevant scheme-related information. You can run this process from the Payroll Checklist or Regulatory and Tax Reporting work area. STEPS TO ENABLE There are no steps necessary to enable this feature. KEY RESOURCES For more information about this process, go to Applications Help and view the following topic: Employer Payment Summary Process Return to Release Feature Summary NATIONAL INSURANCE NUMBER VERIFICATION REQUEST (NVREQ) PROCESS You can run this process to request a national insurance number (NINO) or ask for the verification of one from HMRC. The process creates a file for submission to HMRC. You can run this process from the Payroll Checklist or Regulatory and Tax Reporting work area. STEPS TO ENABLE There are no steps necessary to enable this feature. KEY RESOURCES . 124 For more information about this process, go to Applications Help and view the following topic: NINO Verification Request Process Return to Release Feature Summary NATIONAL INSURANCE NUMBER VERIFICATION REPLY (NVREP) PROCESS You can run this process to request a national insurance number (NINO) or ask for the verification of one from HMRC. The process creates a file for submission to HMRC. You can run this process from the Payroll Checklist or Regulatory and Tax Reporting work area. STEPS TO ENABLE There are no steps necessary to enable this feature. KEY RESOURCES For more information about this report, go to Applications Help and view the following topic: NINO Verification Reply Process Return to Release Feature Summary EMPLOYER ALIGNMENT SUBMISSION (EAS) PROCESS As part of your migration to RTI, you can run this process to extract data for all employees active in the current tax year and send it to HMRC for verification and alignment. You can run this process from the Payroll Checklist or Regulatory and Tax Reporting work area. STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS Employers used the EAS process during the transition to RTI. However, this process is now obsolete as all employers have transitioned to RTI. KEY RESOURCES For more information about this process, go to Applications Help and view the following topic: . 125 Employment Alignment Submission Process Return to Release Feature Summary RTI INITIALIZATION PROCESS If you are migrating to RTI from a different software provider, you must run this process before you can make any RTI submissions. This process updates your existing employee payroll data, setting the NINO verification flag to ‘Verified before RTI legislation’ and changing the old Payroll ID to the new HMRC Payroll ID. You can run this process from the Payroll Checklist or Regulatory and Tax Reporting work area. STEPS TO ENABLE There are no steps necessary to enable this feature. KEY RESOURCES For more information about this process, go to Applications Help and view the following topic: RTI Initialization Process Return to Release Feature Summary LEGISLATIVE AND BUDGET CHANGES To maintain legislative compliance for 2014/15, updates have been made to PAYE, National Insurance, and other statutory thresholds for the UK. This includes updates to the Emergency Tax Code and amended Tax Code validation. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary STATUTORY PAYMENT BALANCES New balances are now seeded for all the statutory payments made to an employee. These balances cover the different types of statutory payments to employees, and the recovery and compensation . 126 amounts to be claimed for each type of the payment made. Consider the following points while using balances for Statutory Payments: You must utilize these balances so that they are reported using Real Time Information (RTI) processes of Full Payment Submission (FPS) and Employer Payment Summary (EPS). Ensure that the elements set up for statutory payments like Statutory Sick Pay (SSP) or Statutory Maternity Pay (SMP) must feed the appropriate new seeded balances so that correct RTI reporting can take place. Calculations that result in any Recovery and NIC Compensation values must feed the relevant Recovery and Compensation balances for each payment type. Some balances are delivered separately for Birth and Adoption for same absence type. For example, Additional Statutory Paternity Pay has two separate balances; one for birth related absence and one for adoption related absence. Other balances such as Statutory Maternity Pay or Shared Parental Pay are delivered as one balance. Ensure that balances are fed correctly by various elements for birth or adoption related pay elements for the statutory payment calculations. The following table lists the three balances that are seeded for each Statutory Payment made to the employee: Balance for Payment Statutory Sick Pay Additional Statutory Paternity Adoption Pay Additional Statutory Paternity Birth Pay Statutory Paternity Adoption Pay Statutory Paternity Birth Pay Statutory Adoption Pay Statutory Maternity Pay Shared Parental Pay Balance for Recovery Amount Balance for NIC Compensation Amount Not Applicable ASPP Adoption Recovery Not Applicable ASPP Adoption NIC Compensation ASPP Birth Recovery SPP Adoption Recovery SPP Birth Recovery SAP Recovery SMP Recovery ShPP Recovery ASPP Birth NIC Compensation SPP Adoption NIC Compensation SPP Birth NIC Compensation SAP NIC Compensation SMP NIC Compensation ShPP NIC Compensation STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary TAX CODE VALIDATION LEGISLATIVE UPDATES The validation for Tax Code is updated to comply with the legislative changes for the tax year 2014-2015. You will no longer be able to enter the Tax Code value as FT in the PAYE Details component of the Statutory Deductions calculation card. In the Manage Calculation Cards task, select the PAYE calculation . 127 component. In the PAYE: Details calculation component details section, enter the value for the Tax Code field as FT. An error message is raised. Tax Code Validation STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary . 128 HUMAN CAPITAL MANAGEMENT FOR THE UNITED STATES Oracle Fusion Human Capital Management for the United States (US) supports country-specific features and functions for United States. It enables users to follow United States’ business practices and comply with its statutory requirements. ROTH 401 (K) AND ROTH CATCH-UP The Roth 401 (k) deferred compensation plan allows employees to save for retirement on an after-tax basis through a system-delivered deduction category. Employers create both Roth 401 (k) and Roth Catch-Up after-tax deductions by defining the appropriate elements through the Manage Elements task. To define the element: 1. 2. 3. 4. Select Create. Select a US legislative data group. Select the Voluntary Deductions primary classification. Select either the Deferred Compensation 401k Roth or Deferred Compensation 401k Roth Catch Up secondary classification. 5. Click Continue. 6. Answer the remaining prompts on the questionnaire. Note, when defining a Deferred Compensation 401k Roth element, you are given the option of creating an associated catch-up element. You also have the option to create associated Roth elements at the same time as the pretax deduction elements. During pretax deduction element definition, there are additional prompts on the questionnaire asking if you want to create associated Roth and Roth Catch-Up elements. STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS The appropriate legislative limits and rules are automatically applied and observed in the payroll calculations. KEY RESOURCES For additional information, go to Applications Help and view the following topic: Setting Up Deferred Compensation Plan Contributions: Points to Consider Return to Release Feature Summary . 129 EMPLOYEE W-2 PDF Oracle Fusion Human Capital Management for the United States (US) now supports the creation and export of the Employee W-2 as a PDF for distribution to the employees at year-end. It includes details of the earnings and taxes paid by the employee for a given year. A PDF document is created that can be printed using a four-part horizontal (4up horizontal) paper format. You can run this report from the Regulatory and Tax Reporting work area. Run W-2 Employee Report process STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS Appropriate balances need to be fed to the appropriate boxes. Federal Tax registration must have the FEIN defined. State Income Tax registration must have the appropriate state IDs defined. You must run the Year-End archive before running this report. KEY RESOURCES For additional information, go to Applications Help and view the following topic: Form W-2 Box Information Return to Release Feature Summary . 130 W-2 REGISTER PDF Use this report for pre-print verification, balance verification, and exception verification of the employee W-2s. You can run this report from the Regulatory and Tax Reporting work area. Run W-2 Register process STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS An option is available to create a report showing the employee detail. An option is available to create a totals report summarizing the data by tax reporting unit. Return to Release Feature Summary NEW HIRE STATE REPORT The New Hire State Report produces information on all of an employer's newly hired and rehired employees in a format suitable for submission to the appropriate state employment authorities. . 131 Once configured, you can run this report from the Data Exchange work area. Run New Hire State Report process To successfully generate the New Hire State report, you must have the following values defined: 1. Through the Manage Legal Reporting Unit Registrations task, ensure the following fields are populated for each tax reporting unit (TRU): For the United States Federal Tax jurisdiction: o Registered Address. The employer’s address o Registered Name. Employer’s name o EIN or TIN. Employer’s federal employer identification number (FEIN) o Start Date. Report process uses start date to select employer information that is valid for the current time period. Start date is typically the same start date as the legal employer For a specific State Income Tax jurisdiction: o Legal Entity Registration Number. Employer’s state EIN 2. Through the Manage Contacts page of the Manage Legal Reporting Unit task, set the following fields for each TRU: o First Name o Last Name o Job Title Code o From Date . 132 o Area Code o Phone Number o Extension o E-Mail o Legal Role 3. Through the Manage Legal Entity HCM Information task, select the Federal link and navigate to the New Hire Reporting Rules section. Identify the TRU to be used to represent this legal employer in all reporting. 4. For each employee, navigate to the Work Relationship Details of the Employment Information page of the Manage Employment task and set the New Hire Status field. 5. To be included in the report, every employee must also have: o Person type of Employee o Employee name, address, date of hire, date of birth, and social security number recorded on their person record o Work relationship with the legal employer running the report o An assignment during the reporting period start and end dates, including terminated employees, even if active for only one day NOTE: In the case of multiple assignments, the HR primary assignment is used. The following may also be required, depending on the individual state requirements: o o Job, salary, normal weekly work hours, and exempt or nonexempt employment status Employer-provided health care insurance plan availability to employees and dependents STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS This report assumes a one-to-one relationship between legal employer and TRU, although that TRU can represent multiple states. Support for the following states is available: Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Nebraska, New Jersey, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington, and Wisconsin. If an employer requires reporting to a state other than one currently supported, they must customize the predefined generic reporting template to produce output that conforms to the appropriate state specifications, including hard coding their state employer identification number (EIN). An audit file is generated and can be used for verifying the data on the electronic file. KEY RESOURCES For additional information, go to Applications Help and view the following topics: . New Hire State Report 133 Single and Multiple Employers for New Hire State Reporting: Explained New Hire State Reporting Configurations: Examples Troubleshooting the New Hire State Report: Examples Return to Release Feature Summary EEO-1 ELECTRONIC REPORT The EEO-1 Report produces employment information in a format suitable for submission to the U.S. Equal Employment Opportunity Commission's EEO-1 Joint Reporting Committee. Once configured, you can run this report from the Data Exchange work area. Run EEO1 Report process To successfully generate the EEO-1 report, you must have the following values defined: 1. Through the Manage Jobs task, set the EEO-1 Category value for each of your job definitions. 2. Through the Manage Location task, for each of your locations, define the following fields in the United States Reporting Information section: o D-U-N-S Number o NAICS Number 3. For each of your locations, define the following fields in the United States EEO-1 Reporting Information section: o Reporting Name o Unit Number . 134 4. In the United States EEO and Veteran Reporting Information section, indicate if the location is considered a reporting location. 5. In the EEO and VETS Reporting Information section, set the following values: o Employment Category o Establishment Employer Type 6. In the Manage Legal Reporting Unit HCM Information task, select the Federal link and navigate to the EEO and Vets Reporting Rules section. Set the following values: o Employment Category o Headquarters Establishment o Establishment Employer Type 7. In the EEO Reporting Information section, set the following values: o Company Number o Affiliated with Enterprise of 100 Employees or More o Government Contractor o Company Employs More than 100 Employees 8. In the Manage Legal Entity Registrations task, confirm there is a record for the United States Federal Tax jurisdiction. Confirm the registration for the United States Federal Tax jurisdiction is set as Identifying. If not, set it. STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS Data is categorized by race/ethnicity, gender, and job category. An audit report is generated and can be used for verifying the data on the electronic file. KEY RESOURCES For additional information, refer to the Human Capital Management for the United States Implementation and Use white paper (My Oracle Support Doc ID 1676530.1). Return to Release Feature Summary VETS-100 AND VETS-100A ELECTRONIC REPORTS The VETS-100 and VETS-100A Reports produce employment information on all veterans working in your organization in a format suitable for submission to the U.S. Department of Labor. Once configured, you can run this report from the Data Exchange work area. . 135 Run VETS Report processes To successfully generate the VETS reports, you must have the following values defined: 1. Through the Manage Jobs task, set the EEO-1 Category value for each of your job definitions. 2. Through the Manage Location task, for each of your locations, define the following fields in the United States Reporting Information section: o D-U-N-S Number o NAICS Number 3. In the United States Veteran Reporting Information section, set the following values: o Reporting Name o Hiring Location Number o Maximum Number of Employees o Minimum Number of Employees 4. In the United States EEO and Veteran Reporting Information section, indicate if the location is considered a reporting location. 5. Through the Manage Legal Entity HCM Information task, select the Federal link and navigate to the EEO and VETS Reporting Information section. Set the following values: o Employment Category o Establishment Employer Type 6. In the VETS Reporting Rules section, set the following values: o Reporting Name o Parent Company o Type of Reporting Organization . 136 7. In the Manage Legal Reporting Unit HCM Information task, select the Federal link and navigate to the EEO and Vets Reporting Rules section. Set the following values: o Employment Category o Headquarters Establishment o Establishment Employer Type 8. In the VETS Reporting Information section, set the following values: o Company Number o Type of Reporting Organization o Parent Company Name 9. In the Manage Legal Entity Registrations task, confirm there is a record for the United States Federal Tax jurisdiction. 10. Confirm the registration for the United States Federal Tax jurisdiction is set as Identifying. If not, set it. STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS Data is categorized by veteran status and job category. An audit report is generated and can be used for verifying the data on the electronic file. KEY RESOURCES For additional information, refer to the Human Capital Management for the United States Implementation and Use white paper (My Oracle Support Doc ID 1676530.1). Return to Release Feature Summary NEW JERSEY FAMILY LEAVE INSURANCE This update introduces Family Leave Insurance plan tax calculations for employees working in the state of New Jersey. New Jersey law provides up to 6 weeks (42 days) of Family Leave Insurance (FLI) benefits for workers to bond with their newborn or newly adopted child or to provide care for a seriously ill family member. To enter a private plan number: 1. 2. 3. 4. 5. 6. . Start the Manage Legal Reporting Unit HCM Information task. In the Tax Reporting Unit tab, select New Jersey. Navigate to New Jersey W-2 Reporting Rules Overrides section. Select the private plan option for the Family Leave Insurance Plan Type. Specify the plan number for the private plan. Click Submit. 137 NOTE: The state plan option does not require entry of a plan number. STEPS TO ENABLE There are no steps necessary to enable this feature. KEY RESOURCES For more information about entering the New Jersey Family Leave Insurance private plan number, go to Applications Help and view the following topic: New Jersey Family Leave Insurance: Explained Return to Release Feature Summary W-4 DATA ENTRY FOR STATES THAT DON’T FOLLOW FEDERAL With this new feature, employees can use the Portrait Gallery to update their W-4 data directly into the state PDF forms. Following information is available for update: filing status, total number of allowances, additional tax withholding, and basic exemptions. All states with income tax are available. STEPS TO ENABLE There are no steps necessary to enable this feature. KEY RESOURCES For more information on managing the Employee Withholding Certificate, refer to the Oracle Fusion HRMS (US): Implementation and Use white paper (My Oracle Support Doc ID 1676530.1). Return to Release Feature Summary EMPLOYEE EARNINGS DISTRIBUTION OVERRIDES You can use the new Employee Earnings Distribution Overrides card to enter earnings distribution percentage overrides for employee taxation. These overrides are used for employees working in multiple jurisdictions and need to be taxed accordingly. Employers define the overrides by creating an Employee Earnings Distribution Overrides card through the Manage Calculation Cards task in the Payroll Calculations work area. . 138 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. Click Create, and select Employee Earnings Distribution Overrides card. Select Regional under the Component group. Click Create from the Action menu. Select the state for the calculation component, and click OK. Click Add Row under Calculation Component Details, select Employee Earnings Distribution, and click OK. Enter the percentage. Create additional state components as needed from the component groups, and specify their percentages. Create county components within the states as needed from the component groups, and specify their percentages. Create city components within the counties as needed from the component groups, and specify their percentages. Submit your changes. STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS If the total percent of earnings distribution is less than 100% on the card, the remaining percentage is allocated to the employee’s primary work location. Return to Release Feature Summary SUPPLEMENTAL TAXATION OVERRIDE FOR CALIFORNIA California taxes the withholding rates on bonus payments at a different supplemental withholding rate than other earnings. You can now specify an alternate tax method for these kinds of earnings, either for new Supplemental Earning elements or existing ones. To modify an existing Supplemental Earnings element: 1. 2. 3. 4. 5. 6. 7. 8. . Navigate to the Payroll Calculation work area. Select the Manage Elements task. Search for the element (ensure the shadow elements are returned as well). Select the <element name> Calculator shadow element. Select Edit>Correct. Scroll down to the Element Information EFF: Element Information region. Select California for State and Alternate flat rate for Supplemental Tax Method. Click Submit. 139 STEPS TO ENABLE Before you can create or modify Supplemental Earning elements, you must deploy the Element Information EFF extensible flexfield: 1. 2. 3. 4. 5. 6. 7. Navigate to the Setup and Maintenance work area. Select the All Tasks tab. Search for the Manage Extensible Flexfields task. Click Go to Task. Search for ”pay%element%“ Flexfield Code. Select the search result, and click Deploy Flexfield. Click Done. TIPS AND CONSIDERATIONS The supplemental tax method can only be overridden for supplemental earnings configured as Process separately, but pay with other earning. California is the only state available for selection. Return to Release Feature Summary BATCH LOADER SUPPORT FOR INVOLUNTARY DEDUCTION CARDS The batch loader spreadsheets are a fast way to upload batches of data. You load data into staging tables using the generic spreadsheet loader and then transfer the batch into live HCM tables. You can use predefined templates to create batch uploads. A predefined template is now available to support the upload of involuntary deduction card components. In the template, use task name US Employee Involuntary Deduction Card Details Upload. Select the appropriate task action name: Upload <secondary classification> Involuntary Deduction Data for US Legislation. . 140 Available Batch Loader Options STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS Once the task action is selected, double click the field to refresh the spreadsheet with the fields available for data entry for the secondary classification selected. Fields denoted with an ‘*’ are required. KEY RESOURCES For more details on batch loaders, refer to the Loading Data using Payroll Batch Loader white paper (My Oracle Support Doc ID 1590004.1). Return to Release Feature Summary . 141 EMPLOYEE COUNT DERIVATION FOR THIRD-PARTY PERIODIC TAX EXTRACT Third-party vendor ADP requires employee counts for the proper filing of certain regional taxes. The employee is counted if they have subject wages for the tax; therefore, a breakdown by male and female count is not required. In previous versions, one employee count was derived and used for all tax types. Fusion HCM (US) is now deriving separate employee counts for each tax type. ADP ignores any employee counts that are not needed for the appropriate periodic tax filings. STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS The employee count is reported in position 216 on the D record. ADP Transporter ignores any employee counts that are not needed for the appropriate periodic tax filings. KEY RESOURCES For more details on periodic tax filing, please refer to the Oracle Fusion HRMS (US): Payroll Third-Party Tax Filing Interface white paper (My Oracle Support Doc ID 1594079.1). Return to Release Feature Summary US LEGISLATIVE DATA FIELDS AVAILABLE FOR ORACLE TRANSACTIONAL BUSINESS INTELLIGENCE (OTBI) US legislative flexfields are now available for reporting in OTBI. The data available includes veteran status, I-9 information, Equal Employment Opportunity (EEO) information, and Americans with Disabilities Act (ADA) information as recorded in these legislative fields. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary BATCH LOADER SUPPORT FOR ORGANIZATION CALCULATION CARDS The batch loader spreadsheets are a fast way to upload batches of data. You load data into staging tables using the generic spreadsheet loader then transfer the batch into live HCM tables. . 142 You can use predefined templates to create batch uploads. A predefined template is now available to support the upload of organization calculation cards for PSUs and TRUs. Use organization calculation cards to specify rules such as self-adjustment methods for taxes, supplemental tax calculation methods, and state unemployment employer experience rates. In the template, use task name Upload Calculation Rules for Tax Reporting and Payroll Statutory Unit. Select the appropriate task action name: Update Federal Calculation Rules, Update State Calculation Rules, Update County Calculation Rules, or Update City Calculation Rules. STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS Once the task action is selected, double click the field to refresh the spreadsheet with the fields available for data entry for the type selected. Fields denoted with an ‘*’ are required. KEY RESOURCES For more details on batch loaders, refer to the Loading Data using Payroll Batch Loader technical essay (My Oracle Support Doc ID 1590004.1). For more details on calculation cards, refer to the Oracle Fusion HRMS (US): Implementation and Use white paper (My Oracle Support Doc ID 1676530.1). Return to Release Feature Summary NEW ASSIGNMENT FIELD TO SUPPORT THE AFFORDABLE CARE ACT To accommodate the reporting and eligibility requirements of the Employer Shared Responsibility Provision of the Affordable Care Act (ACA), a new field, ACA Full Time, has been added at the assignment level in a US legislative flexfield. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary . 143 TIME AND LABOR Oracle Fusion Time and Labor is a comprehensive, easy to use, rule-based time recording and management system. Time and Labor fully integrates with Global Human Resources, Absence Management, Global Payroll, and Project Costing and supports a wide range of time recording needs including a fully configurable calendar-based time entry and time card. CONTINGENT WORKER TIME ENTRY AND ADMINISTRATION Contingent workers, also known as contractors or temporary workers, can perform all tasks and activities in Time and Labor, such as entering time and absence information. When performing administrative roles, they can set up Time and Labor, approve time, and perform all other time entry management tasks. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary ENHANCED GROUPS DEFINITION AND REFRESH The Groups functionality includes the following enhancements: In the Include or Exclude Members section of the Manage HCM Groups task, you can use one or more queries to search for multiple members to include in or exclude from the group at once. Include or exclude multiple group members at one time . On the Refresh Groups Membership page supporting the Manage HCM Groups task, all parameters are required and the current date is supplied by default as the evaluation date. By default, future results are not deleted. The required parameters and default values ensure that you do not miss entering important criteria when refreshing groups. 144 Default group refresh parameters On the View Evaluation Status page supporting the Manage HCM Groups task, you can view the diagnostic process logs to resolve functional or system errors. View diagnostic process logs STEPS TO ENABLE There are no steps necessary to enable this feature. KEY RESOURCES . 145 For more information about Groups, go to Applications Help and view the following topic: HCM Group Membership: Explained Return to Release Feature Summary PROJECT LIST ON TIME CARD FILTERED BY PROJECT TEAM New delivered time entry layouts and time card fields display only projects and related tasks for which a worker is a team member. If a project doesn’t use team membership, then workers can still enter time using a list of valid project numbers or names for that project business unit. Advantage You can enter project time quickly using the short list of valid projects. STEPS TO ENABLE To display only projects and related tasks for which a worker is a team member: 1. Use the Projects Layout Set Filtered by Project Team Members layout set. Assign this layout to the Worker Time Entry profile, which in turn is assigned to the worker. 2. On the Generate Layout Set page, select the Enable project team membership option that uses the delivered time card fields to limit the list of projects based on team membership. Return to Release Feature Summary INTEGRATED SOLUTION FOR ABSENCE AND TIME CARD APPROVALS A single approval notification is triggered when an absence is entered within the dates of an existing time card and submitted with the time card. The absence entry appears in the time card routed for approval without triggering a separate approval notification for the absence. Advantage Reduction in the number of approval notifications displayed in an approver’s work list or email. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary . 146 ROW, COLUMN, AND TIME CARD TOTALS The Time Entry section in the time card displays totals for each row, each column, and the entire time card. The total of hours entered for each day, for all time types, appears at the bottom of each column. The last column on the time card displays the total hours entered for the time type on each row, and a column total for the sum of all hours entered on the time card. If you enter: Hours, then the total is the sum of the hours entered. In and Out times, then the total is the number of hours based on the In and Out times. Advantage You can easily view the total hours entered for each day, each time type row, and the entire time card. View total hours for each row, each column, and the entire time card STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary COMBINED PROJECTS AND PAYROLL TIME CARD LAYOUT The combined layout set uses the Project and Task time card fields with a multiple-attribute time card field that contains Project Costing, Global Payroll, and Absence Management time attributes. Workers can submit time entries that contain Project Costing, Global Payroll, and Absence Management time attributes using a single time card that is based on this combined layout. This delivered layout set transfers time entries to Project Costing, Global Payroll, and Absence Management, depending on the worker entries that trigger the validation and approval processes. You . 147 can set the layout set attributes using the Manage Time Layout Sets page in the Functional Setup Manager. Advantages Saves time Reduces entry errors Select multiple time consumers to include in the layout set Combined projects and payroll time consumer set STEPS TO ENABLE . 148 There are no steps necessary to enable this feature. You can set the layout set attributes using the Manage Time Layout Sets page in the Functional Setup Manager. Return to Release Feature Summary RULE PROCESSING DETAILS The Analyze Rule Processing Details page in the Time Management work area displays processing details of the rule set for a worker’s time card, such as processing time, status, and log. For each time entry or time calculation rule in the rule set, you can view the formula definition, rule definition, and rule processing log. Advantages: Search for a time card using a variety of criteria for the various time card events and processing instances. View the formula, rule definitions, and rule and rule set logs to ensure that the rules process correctly. For rules that do not process correctly, analyze the logs to diagnose errors. Correct the errors by navigating to the relevant Define Time and Labor task. View rule set processing details and the formula definition, rule definition, and rule processing log STEPS TO ENABLE There are no steps necessary to enable this feature. KEY RESOURCES . 149 For more information about how to analyze rule processing details, go to Applications Help and view the following topic: Analyzing Rule Processing Details: Explained Return to Release Feature Summary ENABLE PAYROLL COSTING OVERRIDES AS TIME CARD OR CALENDAR TIME ENTRIES End administrator costing adjustments by enabling costing attribute overrides during time entry. Enable time reporters to enter payroll costing information by creating dependent time card fields for the independent Payroll Time Type attribute. STEPS TO ENABLE Follow these steps in the Setup and Maintenance work area to configure payroll costing for time entry: 1. Prepare costing attributes for use in time card fields, by completing these steps: o Create payroll value sets using the Manage Value Sets task. o Set up the cost allocation key flexfield using the Manage Cost Allocation Key Flexfield task. o Generate the costing time attributes using the Generate Data Dictionary task in the Define Time and Labor task list. 2. Set up costing as a dependent time card field of the related independent Payroll Time Type time attribute, using the Manage Time Card Fields task. o Create or edit an independent time card field definition that has the Payroll Time Type time attribute. o On the second step of the guided process, click the Create button to add costing attributes as dependent time card fields: o Identify the independent attribute. o Search for and select the costing attribute, such as Appropriations or Department. o Enter field name and description properties. o Indicate whether the costing field is globally available to all independent attribute values or select the context-specific related attribute values. o Click OK to add the dependent location field to the table. o Configure the data sources and attribute dependencies for each dependent costing field. o Select the data sources for the costing attribute, typically the top value in the list. o Add the user data source attribute dependencies. 3. Add the dependent costing fields to the appropriate layouts in the layout sets. TIPS AND CONSIDERATIONS . 150 The availability setting that you select when creating the dependent time card field determines your display options in time card layouts. The following table identifies the appropriate availability setting for legislative data groups that do and don't share costing structures. Shared by LDGs? Yes No Availability Setting You can make the costing structure globally available to all independent attribute values You can create multiple dependent fields and specify the context details by selecting the independent attribute values for each dependent field The following table highlights layout and display restrictions dictated by the availability option: Globally available for all attribute values The dependent field always appears, as configured in the matrix or a dialog box, when the independent attribute is configured in the layout. You can display the dependent field: • On the calendar • In the time card matrix • On the row-level details dialog box • On the entry-level details dialog box Choice list values might be inappropriate for the time card worker or missing, depending on how the data source for the dependent field is configured. Available for context-specific attribute values The dependent field appears for entry only after the time reporter selects one of the specified independent attribute values. You can display the dependent field on the: • Row-level details dialog box • Entry-level details dialog box You can't display the dependent field: • On the calendar • In the time card matrix Choice list values are appropriate for the time card worker. KEY RESOURCES For more information about enabling payroll costing overrides for time card and calendar entries, go to Applications Help and view the following topics: Payroll Cost Allocation Key Flexfield Setup: Critical Choices Setting Up the Cost Allocation Key Flexfield: Procedure Payroll Costing of Elements: Critical Choices Time Card Fields: Explained Creating a Single-Attribute Time Card Field: Worked Example Creating a Multiple-Attribute Time Card Field: Worked Example Return to Release Feature Summary DELIVERED DATABASE ITEMS FOR FAST FORMULA Access person, assignment, and scheduling information in Time and Labor formulas using new database items. The delivered items include access to HR assigned schedule availability and can be accessed from any rule type for use in validating or processing time entries. . 151 The list of delivered database items includes: • • • • • • Assignment - Position FTE Assignment - Employee Category Assignment - Hourly Salary Code Assignment - Job Code Assignment - Job Name Assignment Scheduling information STEPS TO ENABLE There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS In the Setup and Maintenance work area, use the Manage Fast Formula task to create fast formulas for Time and Labor that use these new database items. KEY RESOURCES For more information about database items, go to Applications Help and view the following topic: Database Items: Explained For more information about Time and Labor fast formulas, refer to the Time and Labor Fast Formula Reference Guide (My Oracle Support Doc ID 1990057.1). Return to Release Feature Summary ORACLE TRANSACTIONAL BUSINESS INTELLIGENCE ENHANCEMENTS Create OTBI reports using newly delivered subject areas. You can report on reported or calculated time entries on payroll time types, project values, and absence time card entries. Time card reports can display time card statuses for select groups of workers based on optional report filters and selected calendar date ranges. For example, you can define a report to display time cards for a specific group of workers, for the current month. The two newly delivered Time and Labor subject areas are: . Workforce Management - Processed Time Cards Real Time: Access real-time calculated time card data, including: o Calculated time card details, such as the start and end dates and times for each calculated time card day and time card, and time card-level comments 152 Calculated time entry details, such as transfer statuses to payroll and projects, time entry start and end dates and times, time entry record type, and time entry-level comments Workforce Management - Reported Time Cards Real Time: Access real-time reported time card data, including: o Reported time card details, such as the start and end dates and times for each reported time card day and time card, and time card submission and approval dates and times o Reported time cards, such as number of time cards approved, rejected, and submitted; absence, labor, and reported hours approved and rejected; and reported time card start and end dates and times o Reported time entry details, such as approval and ready-to-transfer statuses for payroll and projects, time entry start and end dates and times, time entry record type, and time entry-level comments o STEPS TO ENABLE There are no steps necessary to enable this feature. KEY RESOURCES For more information about creating business intelligence reports, go to Applications Help and view the following topics: Creating and Editing HCM Analytics and Reports: Overview Accessing Report Components to Customize: Points to Consider Saving Analytics and Reports: Points to Consider Creating and Editing Report Layout Templates Using the Layout Editor: Procedure Creating Custom Reports: Procedure Making Reports Available for Online Viewing: Procedure Setting Up Reports for Scheduling in the Reports and Analytics Pane: Procedure Setting Reports Up to Run as Scheduled Processes: Points to Consider Return to Release Feature Summary . 153 ORACLE FUSION TRANSACTIONAL BUSINESS INTELLIGENCE Oracle Fusion Transactional Business Intelligence is a real time, self-service reporting solution offered to all Oracle Fusion application users to create ad hoc reports and analyze them for daily decision-making. Oracle Fusion Transactional Business Intelligence provides human resources managers and specialists, business executives, and line managers the critical workforce information to analyze workforce costs, staffing, compensation, performance management, talent management, succession planning, and worker benefits. NEW SUBJECT AREAS The following new subject areas have been added to Oracle Fusion Transactional Business Intelligence: Vacancy Real Time. Use this subject to report on vacancies in the organization. You can report on vacancies by manager, job, time, department, and so on. You can also use this subject area to report on requisitions raised, their statuses, and hires. Salary History Details Real Time. Use this subject area to report on the retrospective salary details. You can also report on key information like performance rating of the worker, changes to various salary components, the year, month, and date details of the salary changes, comparatios at various points in time, changes in salary amounts, and so on. Along with the salary details, this subject area also includes the worker history related to business unit and changes in job, department, and so on. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary ADDITIONAL ATTRIBUTES FOR THE WORKER DIMENSION The Worker dimension now includes additional attributes that are available across all subject areas. The additional attributes are: Termination Date Standard Working Hours Frequency Standard Working Hours Normal Working Hours Frequency Normal Working Hours STEPS TO ENABLE There are no steps necessary to enable this feature. . 154 Return to Release Feature Summary ADDITIONAL ATTRIBUTES FOR THE WORK RELATIONSHIP DETAILS DIMENSION The Work Relationship Details dimension in the Work Relationship Real Time subject now includes the following attributes: Rehire Denied Reason Rehire Denied Authorizer On Military Service Last Day Worked STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary ADDITIONAL ATTRIBUTES FOR THE LOCATION DIMENSION The Location dimension now includes additional attributes that are available across all subject areas. The additional attributes are: . Location Code. Numbers or characters that define a short form of location and used for unique identification purposes. Location Name. Name of a place or entity that maintains different types of addresses, contact information, and so on, of an organization. Description. Description represents the additional details on a location maintained by customer for information purposes. Inventory Organization. Name of the inventory organization associated with the location Bill To Site. Indicates whether items can be billed to this location. Action Reason. Represents the action reason for making an update to a location. Geography Hierarchy. Name of a structure that contains different regions or locations in a chain Main Phone. Main phone number of a location. Main FAX. Fax number of a location. Email Address. E-mail address of a location. Other Phone. Additional phone number of a location. Designated Receiver. Name of worker who is responsible for a location and is the contact person for that location. Location Address. The location address of the organization. 155 STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary ADDITIONAL ATTRIBUTE FOR THE EMPLOYMENT CONTRACT DETAILS DIMENSION The Employment Contract Details dimension in the Employment Contract Real Time subject area now includes the Project End Date attribute. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary ADDITIONAL ATTRIBUTE FOR THE POSITION AND POSITION DETAILS DIMENSION The Position and Position Details dimensions now include the Valid Grades attribute. This attribute includes all grades that are valid for a position. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary ADDITIONAL METRICS FOR THE WORKER ASSIGNMENT EVENT REAL TIME SUBJECT AREA The Worker Assignment Event Real Time subject area now includes additional metrics. The metrics are: . Event Headcount Event FTE Hire Headcount Hire FTE Pending Hire Count Pending Hire Headcount Pending Hire FTE Termination Count Termination Headcount 156 Termination FTE Transfer In Count Transfer In Headcount Transfer In FTE Promotion Headcount Promotion FTE Rehire Count Rehire Headcount Rehire FTE STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary NEW ANALYSES Three new analyses are available in the Transaction Analysis Samples folder within the Human Capital Management/Workforce Management folder: . Headcount Report. Provides the count of vacancies, pending workers, full time workers, part time workers, contingent workers, future-dated terminations, and absent worker counts aggregated by either manager or department. Position Incumbents Report. Provides a list of positions and the incumbents in each one as of a defined date. You can filter on whether the position is active or inactive, business unit, department, job, grade, or location. Position Occupancy. Provides an overview of the position headcount, open headcount, incumbent headcount, FTE, and open FTE headcount aggregated by departments or positions. 157 Example of the Position Occupancy Analysis STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary ORACLE BUSINESS INTELLIGENCE ANSWERS – DIMENSIONALITY CHECK BOX The Advanced tab of Oracle Business Intelligence Answers includes a new check box called Dimensionality. When you select this check box, the following prefix is added to the logical query: SET VARIABLE ENABLE_DIMENSIONALITY = 1; This prefix enables you to create analyses that have more than one subject area. Previously, you had to add this prefix manually. This is a standard in executing queries across more than one subject area. . 158 Dimensionality check box on the Advanced tab STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary ORACLE BUSINESS INTELLIGENCE ANSWERS – IMPROVED ERROR MESSAGE In a cross-subject area query, when you attempt to join columns from multiple subject areas that are not allowed to be joined, Oracle Business Intelligence Answers generates a message indicating that the criteria did not result in data instead of generating an ORA error message. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary ORACLE BUSINESS INTELLIGENCE ENTERPRISE EDITION – EXTENSIBLE FLEXFIELD CONTEXT SUBFOLDER When the Organization Extensible Flexfields (EFFs) are imported into the Oracle Business Intelligence Repository, only the context belonging to the department category will appear within the Department folder as a subfolder. For example: Quarterly Wages Listing Rule is a context folder that gets created under the Department folder. . 159 STEPS TO ENABLE To enable extensible flexfields for use with Oracle Business Intelligence: 1. Navigate to the Setup and Maintenance Work Area 2. Locate the Manage Extensible Flexfields task Return to Release Feature Summary . 160 WORKFORCE MODELING Oracle Fusion Workforce Modeling provides an integrated solution supporting Global Human Resources and provides an easy to use, drag and drop interface that allows you to create reorganization proposals and assess their impact before they are even sent for approval. The intuitive interface and integration with Global Human Resources will ensure that changes are accurately reflected and validated in the transactional system. MORE FILTERING OPTIONS You can now filter the table view and display the saved filters on the page. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary CAPTURE SALARY DETAILS You can now enter salary details in existing salary records if: The salary basis doesn’t use components The worker assignment doesn’t have a grade ladder The action code is promote or transfer STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary . 161 WORKFORCE REPUTATION MANAGEMENT Oracle Fusion Workforce Reputation Management harnesses social networks to help organizations discover, mobilize, and retain talent. It provides insight into the social reputation and influence of workers and candidates. It also helps organizations to monitor workers’ compliance with social media policy, and to mitigate social media risk. SUBJECT MATTER EXPERT DEFINITION Line managers seeking individuals with a reputation as subject matter expert in specific skill areas can now use the Subject Matter Expert Definition feature to do so. The Subject Matter Expert Definition feature is an advanced search option available as part of the Search and Review Skills task. This feature enables managers to search for subject matter experts in relevant skills areas, and supports selecting and prioritizing the skills to add to the search criteria. The subject matter expert score is displayed for each profile returned in the search results. This score is based on a run time analytic that measures the relative expertise of each individual across the skills defined. Select and order areas of expertise that are used to locate subject matter experts STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary . 162 ENHANCED SEARCH ABILITY The Search and Review Skills feature now includes a faceted search capability enabling users to easily filter on search results. The faceted search attributes include: Subject or Population Type Organization Network Sources Skills Location Title Years of Experience The search results can now be viewed in profile-card and grid views. The grid view, new in this release, supports the same data as presented in the profile-card view but enables the line manager to sort and easily compare individuals in the result set. Additionally, users now have the ability to save search queries and download results to an excel file. Results of a faceted search . 163 STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary ENDORSEMENTS The new Endorsements feature enables workers to enter endorsements for others, and view the endorsements and comments made about their skills, by other workers. The new My Endorsements tab presents the following information to workers: Worker’s profile picture Name Title List of skills the worker has been endorsed for, and skills that the worker has endorsed others for Statements made about the worker, by other workers Using the new Endorsements feature, workers can search for other workers, view their skills, and endorse workers by selecting or highlighting the relevant skills; they can also add comments about the worker. STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary SIMPLIFIED MANAGER SELF-SERVICE USER INTERFACE In the simplified user interface, in the Team Talent page, line managers can now view the reputations scores for their teams. The new interface enables line managers to filter and sort their team members, and view their team members’ reputation scores in different time periods. The new interface displays the score velocity and a graph representing a person’s scores over various periods of time. Line managers can also view which team members are not participating in the reputation score program. . 164 New manager view of team and individual reputation scores STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary QUICK REPUTATION AND COMPLIANCE REPORTS The Reputation and Compliance Trends pages now include a Quick Reports feature, which provides users the ability to build quick reports around reputation scores and compliance policies, using various selection options. The following report options are available: . Report type o Top 3 scores/velocity o Top 5 scores/velocity o Top 10 scores/velocity o Last 3 scores/velocity o Last 5 scores/velocity o Last 10 scores/velocity Period Population Global versus team 165 Compliance report example Quick Reports filtering options STEPS TO ENABLE There are no steps necessary to enable this feature. Return to Release Feature Summary . 166 REVISION HISTORY This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top. Date 4/30/2015 4/30/2015 4/30/2015 4/30/2015 4/30/2015 4/30/2015 4/30/2015 4/30/2015 4/30/2015 4/30/2015 4/30/2015 4/30/2015 4/30/2015 4/30/2015 . What’s Changed Oracle Fusion Global Payroll: Expansion of Retroactive and Pro-Rated Payroll Calculations Oracle Fusion Time and Labor: Delivered Database Items for Fast Formula Oracle Fusion Time and Labor: Enable Payroll Costing Overrides as Time Card or Calendar Time Entries Oracle Fusion Human Capital Management for the United Kingdom: Statutory Payment Balances Oracle Fusion Human Capital Management for the United Kingdom: Global Reports Notes Added new feature information. Added new feature information delivered in Update 1. Added new feature information delivered in Update 1. Added new feature information delivered in Update 1. Added the following new reports delivered in Update 1: Payment Register, Payroll Register, Grossto-Net, Balance Exception, Deduction Register, Statutory Deduction Register, Payroll Activity, and Third Party Payment Register. HCM Common Features: Profiles: Approvals Added new feature information Based on Content Types delivered in Update 2. Oracle Fusion Compensation: Filter Added new feature information Compensation Worksheet by Department delivered in Update 2. Oracle Fusion Human Capital Management for Added new feature delivered in Canada: Involuntary Deduction Element Template Update 2. Oracle Fusion Human Capital Management for Added new feature information the United Kingdom: Court Order Third Party delivered in Update 2. Payment Support Oracle Fusion Human Capital Management for Added new feature information the United Kingdom: Court Order Validation on delivered in Update 2. Entry Oracle Fusion Human Capital Management for Added new feature information the United Kingdom: Court Order Fees delivered in Update 2. Oracle Fusion Human Capital Management for Added new feature information the United Kingdom: Court Order Arrears delivered in Update 2. Processing Oracle Fusion Human Capital Management for Added new feature information the United Kingdom: Court Order Overrides and delivered in Update 2. Adjustments Oracle Fusion Human Capital Management for Added the following types of court the United Kingdom: Court Order Types orders to the list delivered in Update 2: Child Maintenance SDEO and Direct Earnings Attachment. 167 Date 4/30/2015 4/30/2015 4/30/2015 4/30/2015 4/30/2015 4/30/2015 4/30/2015 4/30/2015 4/30/2015 4/30/2015 4/30/2015 4/30/2015 4/30/2015 4/30/2015 4/30/2015 4/30/2015 4/30/2015 . What’s Changed Oracle Fusion Human Capital Management for the United Kingdom: Tax Code Validation Legislative Update Oracle Fusion Human Capital Management for the United States: Batch Loader Support for Involuntary Deduction Cards Oracle Fusion Human Capital Management for the United States: Supplemental Taxation Override for California Oracle Fusion Human Capital Management for the United States: Employee Earnings Distribution Overrides Oracle Fusion Human Capital Management for the United States: W-4 Data Entry for States that Don’t Follow Federal Oracle Fusion Human Capital Management for the United States: New Jersey Family Leave Insurance HCM Common Features: Elements, Balances, and Formulas: Expanded Batch Loader Support Oracle Fusion Workforce Modeling: Capture Salary Details Oracle Fusion Human Capital Management for Canada: Cheque Advice Oracle Fusion Human Capital Management for the United Kingdom: Pensions Automatic Enrolment Oracle Fusion Human Capital Management for Canada: Workers’ Compensation Oracle Fusion Human Capital Management for Canada: Provincial Medical Oracle Fusion Human Capital Management for the United States: Batch Loader Support for Organization Calculation Cards Oracle Fusion Human Capital Management for the United States: US Legislative Data Fields Available for Oracle Transactional Business Intelligence (OTBI) Oracle Fusion Human Capital Management for the United States: Employee Count Derivation for Third-Party Periodic Tax Extract Oracle Fusion Time and Labor: Oracle Transactional Business Intelligence Enhancements Oracle Fusion Human Capital Management for Canada: Record of Employment Notes Added new feature information delivered in Update 2. Added new feature information delivered in Update 2. Added new feature information delivered in Update 2. Added new feature information delivered in Update 2. Added new feature information delivered in Update 2. Added new feature information delivered in Update 2. Added expanded support information delivered in Update 3. Added new feature information delivered in Update 3. Added new feature information delivered in Update 3. Added new feature information on Pension Notification Letters delivered in Update 3. Added new feature information delivered in Update 4. Added new feature information delivered in Update 4. Added new feature information delivered in Update 4. Added new feature information delivered in Update 4. Added new feature information delivered in Update 4. Added new feature information delivered in Update 5. Added new feature information delivered in Update 5. 168 Date 4/30/2015 4/30/2015 6/8/2015 6/8/2015 6/8/2015 6/8/2015 6/8/2015 6/8/2015 6/8/2015 . What’s Changed Oracle Fusion Human Capital Management for the United Kingdom: Real Time Information (RTI) – Legislative Updates and Additional Data Capture Oracle Fusion Human Capital Management for the United States: New Assignment Field to Support the Affordable Care Act Oracle Fusion Human Capital Management: Disable an Extract Oracle Fusion Human Capital Management: Validate Extract Design and Delivery Oracle Fusion Human Capital Management: Tab Context Error Message in Person Management Work Area Modified Oracle Fusion Human Capital Management for China: New Contribution Type Field in Payroll for Social Security Management Oracle Fusion Human Capital Management for China: Validation Reports Oracle Fusion Human Capital Management for China: Years of Service Calculation Rule by Territory for Tax Calculation on Severance Payments Oracle Fusion Absence Management: Ability to Use Absence Reason to Validate Absence Entries Notes Added new feature information delivered in Update 5. Added new feature information delivered in Update 5. Added new feature information delivered in Update 6. Added new feature information delivered in Update 6. Added new feature information delivered in Update 6. Added new feature information delivered in Update 6. Added new feature information delivered in Update 6. Added new feature information delivered in Update 6. Added new feature information delivered in Update 6. 169 Copyright © 2014, 2015 Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. 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