Oracle Workforce Rewards Cloud Release 11 What's New

Oracle Workforce Rewards Cloud

What’s New in Release 11

March 2016 Revised: January 2017

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TABLE OF CONTENTS

REVISION HISTORY ............................................................................................................................................. 5

OVERVIEW ......................................................................................................................................................... 9

RELEASE FEATURE SUMMARY .......................................................................................................................... 10

COMPENSATION .............................................................................................................................................. 16

COMPENSATION AND TOTAL COMPENSATION STATEMENT .............................................................................................. 16 Test Fast Formula Used to Determine Worksheet Column Default Values ..................................................................... 16 Configure Shading, Width, and Text Wrapping for Worksheet Columns ......................................................................... 17 Configure Dynamic Calculations, Alerts, and Advanced Filters Conditions ...................................................................... 18 Configure Different Due Dates for Different Hierarchy Levels ......................................................................................... 19 Configure Worksheet and Reporting Filters ..................................................................................................................... 21 Navigate Between the Worksheet and Reports More Easily ........................................................................................... 21 Display Static Budget Amounts In the Worksheet Summary ........................................................................................... 22 Configure Worksheet Display Default Options ................................................................................................................ 22 Disable the Submit Option On the Worksheet ................................................................................................................. 23 View Individual Compensation History When Managing Compensation ......................................................................... 23 Salary and Individual Compensation Approval Notification Personalization ................................................................... 24 Configure Options for the Printable Total Compensation Statement .............................................................................. 26 Route Individual Compensation Approvals Based on Salary ............................................................................................ 27 Automate Salary Updates Using Grade Step Progression ................................................................................................ 27

BENEFITS ......................................................................................................................................................... 30

BENEFITS ........................................................................................................................................................................... 30 Batch Process to Assign and Update Benefits Relationships ........................................................................................... 30 New Fields for Oracle Transactional Business Intelligence (OTBI) ................................................................................... 31

Improved Self-Service Benefits Pages ................................................................................................................. 32 Context Sensitive Overview Page ..................................................................................................................................... 32 Reviewing and Updating Contacts Before Enrollment ..................................................................................................... 33 Configuration to Improve Visual Appeal of Self-Service Pages ........................................................................................ 34 Improved Report a Life Event Page .................................................................................................................................. 34 Open Enrollment Reminder On Overview Page ............................................................................................................... 35 Improved Confirmation Page ........................................................................................................................................... 36 Images for Self-Service Pages .......................................................................................................................................... 36

PAYROLL .......................................................................................................................................................... 37

GLOBAL PAYROLL .............................................................................................................................................................. 37 Element Result Report Changes ....................................................................................................................................... 37 Balance Exception Report Enhancements ....................................................................................................................... 38 Enhancements to Third-Party Payment Method Search .................................................................................................. 39 Enhancements to Payment Method Rules ....................................................................................................................... 42 QuickPay Enhancements .................................................................................................................................................. 43 Support for Values Defined by Criteria ............................................................................................................................ 45 Simplified Bank Account Page Enabled by Default .......................................................................................................... 47 Fast Formula Support for Expression and Text Editors .................................................................................................... 48 Deduction Category and Deduction Parameters for Run Deduction Report ................................................................... 49 Person and Payroll Relationship Group Parameters for Run Deduction Report .............................................................. 49

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Information Balances in the Payroll Balance Report ........................................................................................................ 49 Balance Exception Formula and Variance Type Enhancements ....................................................................................... 52 Value Sets Usage in Flow Parameters .............................................................................................................................. 53 HCM Data Loader Support for Calculation Cards ............................................................................................................. 56 Excel Output Support for Payroll Reports ........................................................................................................................ 60 Dynamic Payroll Relationship Group Support for Payroll Activity Report ........................................................................ 62 Void Payment Action in Prepayments ............................................................................................................................. 63 Edit Payroll Period Names ................................................................................................................................................ 64 Information Balances in the Payroll Balance Report ........................................................................................................ 65 Deduction Category and Deduction Parameters for Run Deduction Report ................................................................... 67 Additional Flow Parameter for Create Batch for an Object ............................................................................................. 67 Enhancement for Generate Run Balances ....................................................................................................................... 69 Enhancement in Payroll Costing Report .......................................................................................................................... 70 Batch Loader Tasks for Payroll Relationship Groups ........................................................................................................ 70 Enhanced Data Exchange Work Area ............................................................................................................................... 71 Enhanced Calculation Rules for Earnings Elements ......................................................................................................... 72 Excel Output Support for Payroll Reports ........................................................................................................................ 75 Enhanced Calculation Rules for Earnings Elements ......................................................................................................... 77 New Task Action for PBL: Customize Bank Account Details ............................................................................................. 78

PAYROLL FOR CANADA ...................................................................................................................................................... 84 End-of-Year Reporting: Amendments for T4, T4A, And RL-1 ........................................................................................... 84 Involuntary Deductions: Protected Pay Rules .................................................................................................................. 85 End-of-Year Reporting: End-of-Year Exception Report .................................................................................................... 86 End-of-Year Reporting (RL-2 Only) ................................................................................................................................... 95

PAYROLL FOR CHINA ......................................................................................................................................................... 97 New Rounding Methods for Social Security and Enterprise Annuity Calculation ............................................................ 97 Element Result Report Changes ....................................................................................................................................... 97

PAYROLL FOR KUWAIT ...................................................................................................................................................... 98 Statutory Reporting: Update to Report 166 – Monthly Contributions ............................................................................ 98 Support for Biweekly Payroll ............................................................................................................................................ 98 Monthly Gratuity Accrual Process Updates ..................................................................................................................... 99 Social Insurance 2015 Enhancement ............................................................................................................................. 101 Social Insurance Calculation for Fully State Owned Oil Companies ............................................................................... 102

PAYROLL FOR SAUDI ARABIA ........................................................................................................................................... 105 Wage Protection System ................................................................................................................................................ 105 Support for Biweekly Payroll .......................................................................................................................................... 105 Monthly Gratuity Accrual Process Updates ................................................................................................................... 106

PAYROLL FOR THE UNITED ARAB EMIRATES .................................................................................................................... 108 Payroll Validation Report ............................................................................................................................................... 108 Support for Biweekly Payroll .......................................................................................................................................... 108 Monthly Gratuity Accrual Process Updates ................................................................................................................... 110

PAYROLL FOR THE UNITED KINGDOM ............................................................................................................................. 112 Real Time Information (RTI) - Earlier Year Update (EYU) ............................................................................................... 112

PAYROLL FOR THE UNITED STATES .................................................................................................................................. 113 Multiple Worksite Report .............................................................................................................................................. 113 Third-Party Involuntary Payment Interface Initial Extract ............................................................................................. 114 Employee Active Payroll Balance Report Enhancement ................................................................................................ 115 Display Accrual Balances on Employee Checks .............................................................................................................. 115 Automatically Synchronize Employee Withholding Certificates With HR Location Changes ......................................... 116 Include Resident and Nonresident City and County Tax Balances on Periodic Tax Filing .............................................. 117 Refined Data Selection for W-2 Employee Report ......................................................................................................... 117

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Default Check Numbering for US Simplified Payroll Cycle Flow ..................................................................................... 118 Form W-2 Box 20 Enhancement for Ohio Employees .................................................................................................... 118 Wage Balance Enhancement for Periodic Tax Filing ...................................................................................................... 119 Automatically Update Employee Withholding Certificates for Rehires and Assignment Changes ................................ 119 Include Provider-Specific Fields on the Third-party Quarterly Tax Filing Interface ........................................................ 119 Set SUI Wage Limit Overrides for Eligible Employers ..................................................................................................... 120 Specify Company Entry Descriptions for EFT Payments ................................................................................................. 121 Additional Third-Party Periodic Tax Filing Auditing ........................................................................................................ 121 Payroll Batch Loader Enhancements for Involuntary Deductions .................................................................................. 122 W-2 Employee Report Enhancements ........................................................................................................................... 122 W-2 Register Report Enhancements .............................................................................................................................. 123 Third-Party Quarterly Tax File Enhancements ............................................................................................................... 123 New Start-of-Year ESS Process for Year Begin ............................................................................................................... 124 PA ACT 32 Support for Employee W-2 and W-2 Register Reports ................................................................................. 125

GLOBAL PAYROLL INTERFACE .......................................................................................................................................... 126 New Country Extensions in Global Payroll Interface Extract Definition ......................................................................... 126 Import of Third-Party Payroll Processed Data and Payslips ........................................................................................... 127

COUNTRY SUPPORT FOR PAYROLL INTERFACE ................................................................................................................ 131 Australia ........................................................................................................................................................... 131

Global Payroll Interface Support for Australia ............................................................................................................... 131 Tax File Number 28 Day Adjustment ............................................................................................................................. 132

France ............................................................................................................................................................... 133 Legal Reporting: Work Certificate .................................................................................................................................. 133 Payroll Data Validation Report ....................................................................................................................................... 134

Ireland .............................................................................................................................................................. 135 Balance Exception Report .............................................................................................................................................. 135

The Netherlands ............................................................................................................................................... 135 Global Payroll Interface Support for the Netherlands ................................................................................................... 135

The United States ............................................................................................................................................. 137 Third-Party Involuntary Payment Interface Initial Extract ............................................................................................. 137 Global Payroll Interface Support for the United States ................................................................................................. 138 Include Provider-Specific Fields on the Third-Party Quarterly Tax Filing Interface ........................................................ 139 Additional Third-Party Periodic Tax Filing Auditing ........................................................................................................ 140

WORKFORCE REWARDS TRANSACTIONAL BUSINESS INTELLIGENCE ................................................................................ 141 New Subject Area: Payroll - User-Defined Tables Real Time .......................................................................................... 141 New Subject Area: Payroll - Payroll Interface Inbound Records Real Time .................................................................... 141 New Fields for Oracle Transactional Business Intelligence (OTBI) ................................................................................. 142 Enhanced Attribute: Displayed Input Value in Payroll Element Entries Real Time ........................................................ 143

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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.

NOTE: This document is updated monthly for the customers that have elected to have Monthly Updates. For customers not electing Monthly Updates, the monthly updates are cumulative and you will receive these updates in your Quarterly Update. Quarterly Updates are applied in February, May, August and November.

Date What's Changed Notes February Quarterly 06 JAN 2017

Oracle Fusion Human Capital Management for the United States: Third-Party Quarterly Tax File Enhancements

Added new feature information delivered in Update 13 (January), which will be in the February Quarterly Update.

February Quarterly 06 JAN 2017

Oracle Fusion Human Capital Management for the United States: New Start-of-Year ESS Process for Year Begin



Oracle Fusion Human Capital Management for the United States: PA ACT 32 Support for Employee W-2 and W-2 Register Reports



Oracle Fusion Payroll for Canada: End-of-Year Reporting (RL-2 Only)



Oracle Fusion Global Payroll: New Task Action for PBL: Customize Bank Account Details



Oracle Fusion Global Payroll: Enhanced Calculation Rules for Earnings Elements


February Quarterly 02 DEC 2016

Oracle Fusion Payroll for the United States: Payroll Batch Loader Enhancements for Involuntary Deductions

Added new feature information delivered in Update 12 (December), which will be in the February Quarterly Update.

February Quarterly 02 DEC 2016

Oracle Fusion Payroll for the United States: W-2 Employee Report Enhancements


February Quarterly 02 DEC

Oracle Fusion Payroll for the United States: W-2 Register Report Enhancements

Added new feature information delivered in Update 12 (December), which will be in the February Quarterly

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Date What's Changed Notes 2016 Update. February Quarterly 02 DEC 2016

Oracle Fusion Payroll for Canada: End-of-Year Exception Report


02 DEC 2016

Oracle Fusion Payroll for the United States: Form W-2 Box 20 Enhancements for Ohio Employees

Added new feature information delivered in Update 10 (October).

02 DEC 2016

Oracle Fusion Payroll for the United States: Wage Balance Enhancement for Periodic Tax Filing


02 DEC 2016

Oracle Fusion Payroll for the United States: Automatically Update Employee Withholding Certificates for Rehires and Assignment Changes


02 DEC 2016

Oracle Fusion Payroll for the United States: Include Resident and Nonresident City and County Tax Balances on Periodic Tax Filing

Added new feature information delivered in Update 9 (September).

02 DEC 2016

Oracle Fusion Payroll for the United States: Refined Data Selection for W-2 Employee Report

Added new feature information delivered in Update 9 (September).

02 DEC 2016

Oracle Fusion Payroll for Canada: Involuntary Deductions: Protected Pay Rules

Feature information delivered in Update 8 (August).

02 DEC 2016

Oracle Fusion Payroll for the United States: Display Accrual Balances on Employee Checks

Added new feature information delivered in Update 7 (July).

02 DEC 2016

Oracle Fusion Payroll for the United States: Automatically Synchronize Employee Withholding Certificates With HR Data

Added new feature information delivered in Update 7 (July).

02 DEC 2016

Oracle Fusion Payroll for Canada: End-of-Year Reporting: Amendments for T4, T4A, and RL-1

Feature information delivered in Update 7 (July).

02 DEC 2016

Oracle Fusion Payroll for the United States: Default Check Numbering for US Simplified Payroll Cycle Flow

Added new feature information delivered in Update 5 (May).

02 DEC 2016

Oracle Fusion Global Payroll: Excel Output Support for Payroll Reports

Added new feature information delivered in Update 4 (April).

04 NOV 2016

Oracle Fusion Payroll for Kuwait: Social Insurance Calculation for Fully State Owned Oil Companies

Feature information delivered in Update 11 (November).

04 NOV 2016

Oracle Fusion Payroll Interface for the United States: Additional Third-Party Periodic Tax Filing Auditing


04 NOV 2016

Oracle Fusion Payroll for the United States: Set SUI Wage Limit Overrides for Eligible Employers


04 NOV 2016

Oracle Fusion Payroll for the United States: Specify Company Entry Descriptions for EFT


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Date What's Changed Notes Payments

04 NOV 2016

Oracle Fusion Payroll Interface for the United States: Include Provider-Specific Fields on the Third-party Quarterly Tax Filing Interface


04 NOV 2016

Oracle Fusion Global Payroll: Enhanced Calculation Rules for Earnings Elements


04 NOV 2016

Oracle Fusion Global Payroll: Batch Loader Tasks for Payroll Relationship Groups


04 NOV 2016

Oracle Fusion Global Payroll: Enhanced Data Exchange Work Area


04 NOV 2016

Oracle Fusion Payroll for Kuwait: Social Insurance 2015 Enhancement

Added new feature information delivered in Release 11 base Upgrade.

05 AUG 2016

Oracle Fusion Global Payroll: Additional Flow Parameter for Create Batch for an Object


05 AUG 2016

Oracle Fusion Global Payroll: Enhancement for Generate Run Balances


05 AUG 2016

Oracle Fusion Global Payroll: Enhancement in Payroll Costing Report


05 AUG 2016

Oracle Fusion Global Payroll: Dynamic Payroll Relationship Group Support for Payroll Activity Report

Feature information delivered in Update 6 (June).

05 AUG 2016

Oracle Fusion Global Payroll: Information Balances in the Payroll Balance Report


05 AUG 2016

Oracle Fusion Global Payroll: Edit Payroll Period Names

Feature information delivered in Update 5 (May).

05 AUG 2016

Oracle Fusion Global Payroll: Void Payment Action in Prepayments

Feature information delivered in Update 4 (April).

05 AUG 2016

Oracle Fusion Global Payroll: Excel Output Support for Payroll Reports

Feature information delivered in Update 4 (April).

05 AUG 2016

Oracle Fusion Global Payroll: HCM Data Loader Support for Calculation Cards

Feature information delivered in Update 3 (March).

05 AUG 2016

Oracle Fusion Global Payroll: Value Sets Usage in Flow Parameters

Feature information delivered in Update 3 (March).

01 JUL 2016 Oracle Fusion Global Payroll: Information Balances in the Payroll Balance Report


01 JUL 2016 Oracle Fusion Global Payroll: Balance Exception Formula and Variance Type Enhancements


03 JUN 2016

Oracle Fusion Global Payroll: Information Balances in the Payroll Balance Report


03 JUN 2016

Oracle Fusion Global Payroll: Person and Payroll Relationship Group Parameters for Run Deduction Report


03 JUN 2016

Oracle Fusion Payroll for the United States: Employee Active Payroll Balance Report Enhancement


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Date What's Changed Notes 03 JUN 2016

Oracle Fusion Global Payroll: Deduction Category and Deduction Parameters for Run Deduction Report


06 MAY 2016

Oracle Fusion Compensation: Automate Salary Updates Using Grade Step Progression


01 MAR 2016

Initial Document Creation

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OVERVIEW

This guide outlines the information you need to know about new or improved functionality in Oracle HCM Release 11. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

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

Suggested Reading for all HCM Products:

• HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)

• Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)

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

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

• Talent Management (All Talent applications)

• Workforce Rewards (Compensation, Benefits, Payroll and Global Payroll Interface)

• Workforce Management (Absence Management and Time and Labor)

Additional Optional Reading:

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

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

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at [email protected]. Please indicate you are inquiring or providing feedback regarding the Global HR Cloud What’s New for Release 11 in the body or title of the email.

https://cloud.oracle.com/saasreadiness/hcm

mailto:[email protected]

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RELEASE FEATURE SUMMARY

Some of the new Release 11 features are automatically available 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 11 features.

Action Required to Enable Feature

Feature Automatically

Available End User Action

Required Administrator

Action Required Oracle Service

Request Required

Compensation and Total Compensation Statement

Test Fast Formula Used to Determine Worksheet Column Default Values

Configure Shading, Width and Text Wrapping for Worksheet Columns

Configure Dynamic Calculations, Alerts, and Advanced Filters Conditions

Configure Different Due Dates for Different Hierarchy Levels

Configure Worksheet and Report Filters

Navigate Between the Worksheet and Reports More Easily

Display Static Budget Amounts in the Worksheet Summary

Configure Worksheet Display Default Options

Disable the Submit Option on the Worksheet

View Individual Compensation History When Managing Compensation

Salary and Individual Compensation Approval Notification Personalization

Configure Options for the Printable Total Compensation Statements

Route Individual Compensation Approvals Based on Salary

Automate Salary Updates Using Grade Step Progression

Benefits Batch Process to Assign and Update

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Request Required Benefits Relationships New Fields for Oracle Transactional Business Intelligence (OTBI)

Improved Self-Service Benefits Pages

Global Payroll Element Result Report Changes Balance Exception Report Enhancements

Enhancements to Third-Party Payment Method Search

Enhancements to Payment Method Rules

QuickPay Enhancements Support for Values Defined by Criteria

Simplified Bank Account Page Enabled by Default

Fast Formula Support for Expression and Text Editors

Deduction Category and Deduction Parameters for Run Deduction Report

Person and Payroll Relationship Group Parameters for Run Deduction Report

Information Balances in the Payroll Balance Report

Balance Exception Formula and Variance Type Enhancements

Value Sets Usage in Flow Parameters

HCM Data Loader Support for Calculation Cards

Excel Output Support for Payroll Reports

Dynamic Payroll Relationship Group Support for Payroll Activity Report

Void Payment Action in Prepayments

Edit Payroll Period Names Information Balances in Payroll Balance Report

Additional Flow Parameter for

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Request Required

Create Batch for an Object Enhancement for Generate Run Balances

Enhancement in Payroll Costing Report

Batch Loader Tasks for Payroll Relationship Groups

Enhanced Data Exchange Work Area

Enhanced Calculation Rules for Earnings Elements


Enhanced Calculation Rules for Earnings Elements

Payroll for Canada End-of-Year Reporting: Amendmen T4, T4A, And RL-1

Involuntary deductions: Protected Rules

End-of-Year Reporting: End-of-Yea Exception Report

End-of-Year Reporting (RL-2 Only) Payroll for China

New Rounding Methods for Social Security and Enterprise Annuity Calculation

Element Result Report Changes

Payroll for Kuwait Statutory Reporting: Update to Report 166 – Monthly Contributions

Support for Biweekly Payroll Monthly Gratuity Accrual Process Updates

Social Insurance 2015 Enhancement Social Insurance Calculation for Fully State Owned Oil Companies

Payroll for Saudi Arabia Wage Protection System Support for Biweekly Payroll Monthly Gratuity Accrual Process Updates

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Request Required

Payroll for The United Arab Emira Payroll Validation Report Support for Biweekly Payroll Monthly Gratuity Accrual Process Updates

Payroll for The United Kingdom Real Time Information (RTI) – Earlier Year Update (EYU)

Payroll for The United States Multiple Worksite Report Third-Party Involuntary Payments Initial Extract

Employee Active Payroll Balance Report Enhancement

Display Accrual Balances on Employee Checks

Automatically Synchronize Employee Withholding Certificates with HR Location Changes

Include Resident and Nonresident City and County Tax Balances on Periodic Tax Filing

Redefined Data Selection for W-2 Employee Report

Default Check Numbering for US Simplified Payroll Cycle Flow

Form W-2 Box 20 Enhancement for Ohio Employees

Wage Balance Enhancement for Periodic Tax Filing

Automatically Update Employee Withholding Certificates for Rehires and Assignment Changes

Include Provider-Specific Fields on the Third-Party Quarterly Tax Filing Interface

Set SUI Wage Limit Overrides for Eligible Employers

Specify Company Entry Descriptions for EFT Payments

Additional Third-Party Periodic Tax Filing Auditing

Payroll Batch Loader Enhancement

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Request Required for Involuntary Deductions W-2 Employee Report Enhancements

W-2 Register Report Enhancements New Task Action for PBL: Customize Bank Account Details

Third-Party Quarterly Tax File Enhancements

New Start-of-Year ESS process for Year Begin

PA ACT 32 Support for Employee W-2 and W-2 Register Reports

Global Payroll Interface New Country Extensions in Global Payroll Interface Extract Definition

Import of Third-Party Payroll Processed Data and Payslips

Payroll Interface Support for Coun Australia -Global Payroll Interface Support

Australia – Tax File Number 28 Day Adjustment

France - Legal Reporting: Work Certificate

France - Payroll Data Validation Report

Ireland - Balance Exception Report The Netherlands -Global Payroll Interface Support

The United States -Third-Party Involuntary Payment Interface Initial Extract

The United States - Global Payroll Interface Support

The United States - Include Provider-Specific Fields on the Third-Party Quarterly Tax Filing Interface

The United States - Additional Third-Party Periodic Tax Filing Auditing

Workforce Rewards Transactional Business Intelligenc

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Request Required New Subject Area: Payroll – User Defined Tables Real Time

New Subject Area: Payroll – Payroll Interface Inbound Records Real Time

New Fields for Oracle Transactional Business Intelligence (OTBI)

Enhanced Attribute: Displayed Input Value in Payroll Element Entries Real Time

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COMPENSATION

COMPENSATION AND TOTAL COMPENSATION STATEMENT

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

TEST FAST FORMULA USED TO DETERMINE WORKSHEET COLUMN DEFAULT VALUES

Test the Compensation Default and Override formula that you select when you configure the Workforce Compensation plan column properties. You use the new test tool on the Default Values tab to test the formula for a sample person and to verify that the formula returns the expected results. You see the results immediately and can troubleshoot issues before you start the plan cycle. Previously, you had to run the Start Compensation Cycle process to know if you wrote the formula correctly.

Test Condition and Column Results Tool

Enter Test Parameters

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STEPS TO ENABLE

There are no steps necessary to enable this feature.

CONFIGURE SHADING, WIDTH, AND TEXT WRAPPING FOR WORKSHEET COLUMNS

Add custom color shading, set column width in pixels from 50 to 200, and wrap text for any worksheet column. Color shading applies to the worksheet cells, not the column header. Previously, shading was not available, and managers had to manually stretch columns when the content was longer than the column width each time that they entered the worksheet.

Wrap Text, Set Column Width, and Apply Shading

See Column Shading on the Worksheet

STEPS TO ENABLE


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TIPS AND CONSIDERATIONS

Examples are:

• Apply the same shade to a set of adjacent columns so they appear related on the worksheet.

• Shade columns that require entry or attention by managers.

• Increase or decrease the column width to better display the contents of each column.

• Set a column to wrap text so managers can see all text without having to expand the column.

CONFIGURE DYNAMIC CALCULATIONS, ALERTS, AND ADVANCED FILTERS CONDITIONS

You can more easily build conditions for dynamic calculations, alerts, and advanced filters when using translatable columns. When using the condition builder, select a value from a choice list to build your condition instead of using an internal ID or non-translatable code. For example, you can build the condition as Performance Management Overall Rating equals “Outstanding”. The condition still uses the internal ID or code. If you create the condition manually, you must use the internal ID or code.

Previously, you had to use the internal ID or non-translatable code of the value in the condition. For example, you had to build the condition as Performance Management Overall Rating Equals “4005”.

Text of the Value Appears in the Choice List

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Condition Uses Numeric Value

STEPS TO ENABLE


CONFIGURE DIFFERENT DUE DATES FOR DIFFERENT HIERARCHY LEVELS

Configure different due dates for up to seven levels of the approval hierarchy when you configure the plan cycle. Enable higher-level managers to change due dates for lower managers using a new action called Change Due Dates for All Managers. Managers can see the due dates for their lower-level managers on the Manager Status report and on the approvals tab.

There are two new batch processes that can be run from the Run Batch Process page to notify managers when:

• Dues dates are past, due today, or are due in X number of days

• The cycle opens or closes

Decide whether to notify lower-level managers when higher-level managers change their due dates by setting the Due Date Changed notification on the Configure Global Settings page.

Previously, there was one due date for all manager levels and no notification of date changes.

20

Configure Different Due Dates for Up to Seven Manager Levels

Managers Can Change the Due Dates for Lower-Level Managers

STEPS TO ENABLE



Set earlier due dates for managers lower down in the hierarchy so that they do not hold up the approval process. Due dates are informational only.

21

CONFIGURE WORKSHEET AND REPORTING FILTERS

Create custom filters that managers use to filter their worksheet and reports. In plan setup, you use the Configure Filters task, renamed from Configure Report Filters, to enable filters, including the advanced filters. In addition to Name and Team, two additional filters appear in the worksheet toolbar. Managers can access additional filters using the View More Filters button. The enabled filters appear only when you enable the corresponding column. The worksheet summary table recalculates when managers apply the filters. Previously, worksheet filters only included Name, Team, Eligibility Status, Country, and Job Title.

View More Filters

STEPS TO ENABLE


NAVIGATE BETWEEN THE WORKSHEET AND REPORTS MORE EASILY

Return to your starting point easily after reviewing manager reports during the workforce compensation cycle. Just click the Done button on the reports page. Previously you had to manually navigate to your starting point.

STEPS TO ENABLE


22

DISPLAY STATIC BUDGET AMOUNTS IN THE WORKSHEET SUMMARY

Enable three new columns in the compensation tab type summary to display Overall Budget, Overall Available Budget, and Overall Compensation Amount, which do not change when you apply filters. Managers can see their overall budget amounts at all times, even when they apply filters. Three existing columns are renamed as follows:

• Overall Budget Amount is now Budget - Filtered by Team

• Available Budget is now Available Budget - Filtered by Team

• Compensation Amount is now Compensation Amount - Filtered by Team

STEPS TO ENABLE



The three new columns are initially disabled so there is no visual impact on the worksheet when you upgrade. If you use the three existing renamed columns, you might want to rename them accordingly.

CONFIGURE WORKSHEET DISPLAY DEFAULT OPTIONS

Configure worksheet default display options by plan. You use a new task included in plan setup called Configure Default Worksheet Display where you can set the following options:

• Team Filter

• Number of Visible Rows

• Table View (list or tree)

• Number of Frozen Columns

Line managers can continue to use the Manage Default Worksheet Display action to save default settings on their worksheet. The default display settings saved by managers are honored. If managers do not save their default settings, plan-level display options apply. Previously, individual managers had to save their default display options. You could not configure options at the plan level.

Set Default Page Settings at the Plan Level

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STEPS TO ENABLE


DISABLE THE SUBMIT OPTION ON THE WORKSHEET

Hide the Submit button on the worksheet and only enable managers to save their worksheets. Use the new Disable Submit option, in the Configure Approvals task to disable the Submit button. This action also hides the Approve and Return for Correction buttons on the approval tab. You had to hide the Submit button using customization, previously.

Disable the Worksheet Submit Button

STEPS TO ENABLE



Disable the Submit option to simplify the compensation cycle. Managers just allocate and save.

VIEW INDIVIDUAL COMPENSATION HISTORY WHEN MANAGING COMPENSATION

View a worker’s full individual compensation history on the Manage Compensation page. The prior compensation section shows up to five years of previous compensation, with the option to display all years. Recurring awards appear as prior compensation when their end date is earlier than the current date. These plans are view-only. Previously, you did not see historic awards on the Manage Compensation page. The Manage Compensation page only displayed active plans whose award end dates were greater than or equal to the current date.

24

View Prior Compensation When Making a Compensation Decision

STEPS TO ENABLE



The Other Compensation section differs in that it includes all current individual compensation plans for a worker, including active recurring plans. Managers can take action on these plans, including awarding compensation.

SALARY AND INDIVIDUAL COMPENSATION APPROVAL NOTIFICATION PERSONALIZATION

As a Human Resources (HR) or Compensation Administrator, you can now personalize salary and individual compensation approval notifications.

25

Personalizing Salary and Compensation Approval Notifications

Using the Oracle Page Composer, you can selectively show and hide various components of the notification, including fields, labels and regions.

Edit Labels, Color, and the Page Layout

26

Custom Text and External Links to the Page

STEPS TO ENABLE


CONFIGURE OPTIONS FOR THE PRINTABLE TOTAL COMPENSATION STATEMENT

Generate the printable statement in each worker’s local currency or in another currency. Make the statement available to administers, workers, or both. The statement contains a currency switcher you can use to switch between multiple currencies. Previously, the printable statement was generated in each worker’s local currency and was available to both administrators and workers.

Generate Printable Statements in Worker’s Local Currency

27

STEPS TO ENABLE


ROUTE INDIVIDUAL COMPENSATION APPROVALS BASED ON SALARY

You can now use attributes of the worker’s salary record to route approvals for the Manage Individual Compensation process using Manage Approval Transactions for Human Capital Management or the VariableAllocationTask using BPM Worklist.

STEPS TO ENABLE

You must configure or modify your approval rules to take advantage of the new payload attributes.

KEY RESOURCES

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

• Salary and Individual Compensation Approval Tasks: Explained

AUTOMATE SALARY UPDATES USING GRADE STEP PROGRESSION

You can now update salaries automatically using grade step progression. You define progression rules and associate them with your grade ladders. The new grade step progression batch process evaluates the rules to move workers to the next grade or step and update their salaries accordingly. You can optionally review changes before the application applies them to the worker’s assignment and salary record. When it comes time to update the underlying salary values, you can run the new rate synchronization process to automatically update the salaries for all affected workers. You access the new grade step progression pages in the Compensation work area.

The grade step progression capabilities are available immediately after upgrade. To use the process for your workforce, you want to do the following:

• Define additional parameters for your grade ladders

• Associate your workers with the appropriate grade ladder

• Mark the workers eligible for grade step progression

• Schedule and run the process.

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Manage Grade Step Progression in the Compensation Work Area

Create or Edit Progression Grade Ladder

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View Proposed Progressions and Salary Updates

STEPS TO ENABLE


ROLE INFORMATION

If you plan to use the new grade step progression process and do not use the delivered Compensation Manager and Compensation Administrator roles, you must add the Manage Progression Grade Ladder privilege.

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


After upgrade, the delivered compensation administrator role sees the new Manage Progression Grade Ladders page. Use this page to create and manage ladders that use grade step progression. The old Manage Grade Ladders page is still available in the Workforce Structures work area and from Setup and Maintenance. Grade ladders created in the old Manage Grade Ladders page are available to maintain in the new Manage Progression Grade Ladders page, if you plan to use the grade step progression process. You enter additional parameters for your old grade ladders in the new page.

https://support.oracle.com/epmos/faces/DocumentDisplay?parent=DOCUMENT&sourceId=1504483.1&id=2023523.1

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BENEFITS

BENEFITS

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

BATCH PROCESS TO ASSIGN AND UPDATE BENEFITS RELATIONSHIPS

Use the new Assign and Update Benefits Relationships process to assign and update benefits relationships for workers using the default configuration. You run the process from the Evaluation and Reporting work area, Processes tab, Maintenance Processes sub tab.

Location of the Assign and Update Benefits Relationships Process in the Processes Tab

This process synchronizes worker benefits data with existing human resources data. Typically, you run this process when you go live with Benefits after other modules.

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Key Parameters of the Assign and Update Benefits Relationships Process

If the default configuration does not exist for the worker's country, you can configure the process to create the configuration. Configure the process to assign benefits relationships to the worker for life event processing and unrestricted life event processing.

STEPS TO ENABLE


NEW FIELDS FOR ORACLE TRANSACTIONAL BUSINESS INTELLIGENCE (OTBI)

The following new benefits fields are now available for reporting in OTBI:

• Suspended

• Required

• Action Type Name

• Due Date

• Completion Date

• Enrollment Coverage Start Date

• Enrollment Coverage Through Date

• Received Date

• Denied Date

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New OTBI Reporting Fields in a Sample Report

STEPS TO ENABLE


IMPROVED SELF-SERVICE BENEFITS PAGES

Participants can now use the improved self-service overview page to perform these functions more quickly and easily:

• Enroll in plans

• Review and update contacts information

• View current and future benefits

• Record life events

• View pending actions

CONTEXT SENSITIVE OVERVIEW PAGE

The Overview page is context-specific and appears differently depending on the participants who use it. For example, existing participants see additional tasks, such as the ability to view current and future enrollments and view pending actions. Participants who are ready to enroll in benefits for the first time only see the task to make enrollments. Tasks, such as the ability to update primary care physicians or record life events, appear on the overview page only if administrators enable existing setup options. These options continue to be available in the Manage Self-Service Configuration page in the Plan Configuration work area.

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Enroll Now Section of the Overview Page.

REVIEWING AND UPDATING CONTACTS BEFORE ENROLLMENT

The page to review or update contacts now always appears before participants start the enrollments process. Previously, administrators had to enable an option for participants to review their contacts before the enrollment process. That configuration option no longer exists.

People I Plan to Cover Page that Participants See before they Start the Enrollment Process

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CONFIGURATION TO IMPROVE VISUAL APPEAL OF SELF-SERVICE PAGES

Administrators can improve the visual appeal of the offering selection process for participants. They can configure the self-service pages to use custom images for programs, plan-not-in-programs, and the overview page. Administrators can also add instruction text, change welcome text, and add specific documents in the self-service pages using Page Composer.

Images on the Program Selection Page

IMPROVED REPORT A LIFE EVENT PAGE

The Report a Life Event page is now simpler to use for participants. Administrators can continue to use the Self-Assigned checkbox to configure specific life events that participants can create for themselves on the Report a Life Event page. Administrators can now take advantage of the new Self-Service Grouping field when they select the Self-Assigned checkbox on the Create or Edit Life Event page. This field enables administrators to group events under the following categories that display on the Report a Life Event page:

• Child events

• Employee events

• Spouse or domestic partner events

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Report a Life Event Page that Participants Use in the Self-Service Pages

Self-Service Grouping Field on the Create or Edit Life Event Page in the Plan Configuration Work Area

OPEN ENROLLMENT REMINDER ON OVERVIEW PAGE

Participants can take advantage of the improved overview page during an open enrollment period. When administrators start open enrollment, a notice appears on the self-service overview page to remind participants about the end date of the open enrollment period.

Open Enrollment Duration Notice on the Self-Service Pages

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IMPROVED CONFIRMATION PAGE

When participants finish making enrollments, the Confirmation page now displays for each offering the coverage start date and any pending actions. The page also displays the date until when participants can continue to change their enrollments.

Benefits Confirmation Page that Displays Coverage Start Date and Any Pending Actions

IMAGES FOR SELF-SERVICE PAGES

As an administrator, you add the required images for any offerings that you want to enable for enrollment in the self- service pages. No predefined images are available as you might want to add images that are specific to your enterprise.

STEPS TO ENABLE

The following table shows you the setup locations that enable you to upload images for various self-service pages.

Self-Service Page that Displays Images Corresponding Page in Plan Configuration Work Area To Upload Images

Program selection page To upload images for programs, navigate to the Create or Edit Program page, Additional Details step, Image section

Confirmation page To upload images for plan-not-in-programs, navigate to the Create or Edit Plan page, Additional Details step, Image section

View Current and Future Benefits option on the Overview page

Create or Edit Plan Type page, Image section

NOTE: If you do not add images, blank placeholders for images appear in the self-service pages.


For optimum performance, ensure that you do not use high resolution images in the self-service pages.

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PAYROLL

GLOBAL PAYROLL

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

ELEMENT RESULT REPORT CHANGES

The Element Result Report now displays results for payroll processes based on run results, not balances. To view balances generated by the payroll run, you can continue to use the Payroll Balance Report. You submit the Run Element Results Register flow from the Payroll Calculation or Payroll Checklist work areas. The report lists the elements and their primary output for processes that generate run results, such as the Calculate Payroll and Calculate QuickPay tasks.

Element Result Report Displays Results Generated by the Payroll Run

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STEPS TO ENABLE



Use the pivot table feature in Microsoft Excel to obtain totals by element and person. For example, to create a pivot table that displays totals for the Run Element Result Report flow, complete the following steps.

1. Open the Element Result Report in Microsoft Excel. 2. Select the range of cells in the spreadsheet that contain data. 3. Click PivotTable from the Insert menu. 4. In the Create Pivot Table dialog, select New Worksheet. Click OK. 5. Click the following fields from the Pivot Table Field List: Person Name, Payroll Statutory Unit, Tax

Reporting Unit, Payroll, Run Type, Element Name, and Value. 6. Drag the fields to the following areas:

Area Fields Report Filter Payroll Statutory Unit, Tax Reporting Unit, Run Type,

Payroll Column Labels Element Name Row Labels Person Name Values Sum of Value

7. Refresh the page to display the populated columns and rows, and the summed totals. 8. Filter to view different results.

BALANCE EXCEPTION REPORT ENHANCEMENTS

Expand your options for balance comparisons in balance exception reporting using the new Current quarter or Current year comparison types.

For example, you might want to run a balance exception report for the current year and specify balance payments for employer reimbursements that exceed 10,000. When you run the report, all employer reimbursements that exceed 10,000 appear on the report.

The Current year comparison type does not use any previous period as a basis for comparison.

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Create Balance Exception Page Showing the Current year as the Comparison Type

STEPS TO ENABLE


KEY RESOURCES

For more information about balance exception reports, go to Applications Help for the following topics:

• Balance Exception Reports: Explained

• Comparison Types and Variance Operators for Balance Exceptions: Explained

• Creating a Balance Exception Report: Worked Example

ENHANCEMENTS TO THIRD-PARTY PAYMENT METHOD SEARCH

Search for third-party organizations or persons using separate tasks in the Payment Distribution work area in the Manage Third-Party Organization Payment Methods.

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Additional enhancements simplify locating person third-party details, as shown in the following table:

View Third-Party Payment Details

Task Enhancement Action to Take

Third-party persons that a person in your enterprise pays

Manage Third-Party Person Payment Methods

Search navigation reversed to start by searching for the person to view the third-party payees. This enables viewing multiple payees for a single person.

On the Manage Third-Party Person Payment Methods page, search for and select a person in your enterprise. Click the person’s name to view a list of the third parties the person pays. Select a third-party name, and click the Edit button to view or update the payment details.

Persons who pay the third-party

Manage Third Parties

Manage Third-Party Payment Details button takes you directly to the Manage Third-Party Payment Methods page for the person

On the Manage Third Parties page, search for and select a third-party person. Click the Edit button. Click the Manage Third-Party Payment Method Details button.

Search Results for Third-Party Person Payment Methods

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Third-Party Person Payees for the Selected Person

New Third-Party Payments Button on the Manage Third Parties Page for Person Payees

STEPS TO ENABLE

If you use the predefined reference roles, then no steps are necessary to enable this feature. Otherwise, you must assign relevant security privileges to your roles to enable this feature. See Role Information (below) for details.

ROLE INFORMATION

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

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Aggregate Privilege Name and Code Job Role Manage Payroll Third-Party Person Payment Method ORA_PAY_MANAGE_PAYROLL_THIRD_PARTY_PERSON_PAYMENT_METHOD

Payroll Administrator Payroll Manager Payroll Coordinator

KEY RESOURCES

For more information about third-party payments, go to Applications Help for the following topics:

• Creating Third-Party Payment Methods: Procedure

• Creating Third Parties: Points to Consider

ENHANCEMENTS TO PAYMENT METHOD RULES

Pay persons and third parties from different bank accounts within the same organization payment method. The Manage Organization Payment Methods page includes two new columns in the Payment Method Rules section to support third-party payments.

IMPORTANT: If you select Third-Party Payment check box, you must select a third-party name or the tax reporting unit.

For example, you might create the following rules.

Pay Actions Third parties from persons in a specified TRU

Select the Third-Party Payment check box. Select the TRU. Select the payment source.

Specific third parties using different payment sources

Create a rule for each combination. For each row, select the following fields: Third-Party Payment check box Third-Party Name Payment Source

All third parties and employees in a TRU from the same payment source

Leave the Third-Party Payment check box blank. Select the TRU. Select the payment source.

Complete these steps to define the rules:

1. Use the Manage Organization Payment Methods task in the Payment Distribution work area. 2. Create an organization payment method for each combination of payment type and currency. 3. In the Payment Sources section, add payment sources. 4. In the Payment Method Rules section, add rules for different payment sources. For example,

specify the TRU, the third-party name, and the payment criteria.


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Payment Method Rules

STEPS TO ENABLE


KEY RESOURCES

For more information about third-party payments, go to Applications Help for the following topics:

• Creating Third-Party Payment Methods: Procedure

• Creating Third Parties: Points to Consider

QUICKPAY ENHANCEMENTS

Submit the Calculate QuickPay task to calculate payroll and payment results for a person from a single page using a checklist. Submit the task from the Payroll Calculation work area, or from the Actions menu of the Manage Person Details page when updating a person’s earnings and deductions. The Calculate QuickPay task automatically populates parameters based on the person selected and the effective date.

New commands on the page-level Actions menu simplify working with a QuickPay process, as shown in the following table.

Actions Purpose Next Submit QuickPay flows for consecutive payroll periods Flow Interaction Process a QuickPay flow for a later payroll period

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Calculate QuickPay Page

STEPS TO ENABLE



If you want to replace the predefined QuickPay flow pattern with a customized flow pattern, follow these steps.

Create a customized flow pattern

1. Use the Manage Flow Pattern task in the Payroll Checklist work area. 2. Copy the predefined QuickPay flow pattern, and specify its legislative data group. 3. Update the new flow pattern with the tasks to include in your QuickPay flow.

Complete the following steps for the FLOW_NAME column

1. Use the Manage User-Defined Tables task in the Payroll Calculation work area. Specify the legislative data group for the search criteria. Search for and open the FLOW_DEFINITION table. Each legislative data group can have only one flow pattern specified for the Calculate QuickPay task.

2. Click the Edit button at the top of the page. 3. Specify the Effective As-Of Date. 4. In the User-Defined Columns section, select Flow_Name. 5. In the User-Defined Rows section, click Create.

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6. In the Sequence field, enter the number 1. 7. In the Exact field, enter a name, such as Enter Flow Name. 8. Click Next. 9. On the Edit User-Defined Table page in the User Defined Table Values section, click Create. 10. In the Add User-Defined Table Values dialog, select the name you specified for the Exact field. 11. In the Value field, enter QUICK_PAY. 12. Save your work. 13. Click Back to return to the Edit User-Defined Table page.

Complete the following steps for the FLOW_NAME_OVERRIDE column

1. On the Edit User-Defined Table page, in the User-Defined Columns section, select FLOW_QUICKPAY_OVERRIDE.

2. Click Next. 3. On the Edit User-Defined Table page in the User Defined Table Values section, click Create. 4. In the Add User-Defined Table Values dialog, select the name you specified for the Exact field. 5. In the Value field, enter the name of your customized QuickPay flow pattern. 6. Click Submit.

KEY RESOURCES

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

• QuickPay: How It's Processed

• Customizing the QuickPay Flow Pattern: Procedure

• Working with QuickPay Flows: Explained

• Submitting a QuickPay Flow to Correct a Payroll Calculation Error: Worked Example

SUPPORT FOR VALUES DEFINED BY CRITERIA

Use the Manage Values Defined by Criteria task to generate rates or values that are based on one or more criteria. For example, you can calculate:

• Annual salaries based on employee position

• Bonus payments based on employee department, years of service, and annual salary

• Rates of pay based on employee state, county, and profession

Each calculation value definition requires you to specify one or more evaluation conditions. These conditions are evaluated in the order in which they appear in the tree structure that you define.

You can have multiple evaluation conditions in each branch of the tree. You can also set up default criteria that are used in cases where no evaluation conditions are met.

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Create Criteria Page Showing the Conditions that Must Be Met to Receive a Bonus

Criteria and Values Section Showing the Flat Rate Bonus Defined for 5 or More Years Service

STEPS TO ENABLE



In most calculation value definitions there should be at least one default criteria definition to cover all conditions.

If you specify a unique value identifier for each value, you can enter multiple values for a single criterion. The tree structure shows this identifier instead of the value definition name.

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KEY RESOURCES

For more information about values defined by criteria, go to Applications Help for the following topics:

• Manage Values Defined by Criteria: Examples

• Values Defined by Criteria: Explained

• Using Values Defined by Criteria to Pay Bonuses Based on Age and Location: Worked Example

SIMPLIFIED BANK ACCOUNT PAGE ENABLED BY DEFAULT

A new simplified page for creating bank account information was introduced in Release 10. The What's New in Release 10 document explains how to enable that page. Now, the simplified page is enabled by default. As before, you can restrict selection to only preloaded banks and branches by setting Use Existing Banks and Branches profile option to Yes. If set to No, persons enter text directly in the bank and branch fields. The following screen capture illustrates the simplified bank account page that displays if you set the profile option to Yes. A person selects from a list of values the bank and branch information.

Simplified Bank Account Page

STEPS TO ENABLE


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KEY RESOURCES

For more information about managing bank data related to personal payment methods, go to Applications Help for the following topics:

• Entering Bank Information for Personal Payment Methods: Critical Choices

• Payroll Batch Loader Workbooks for Bank Data

FAST FORMULA SUPPORT FOR EXPRESSION AND TEXT EDITORS

Switch to the text editor when you need to build more complex formulas for formula types previously restricted to the expression editor easily. For example, you can use the text editor for the payroll relationship group formula type to write rules for validations or building criteria to define the group. The Create Formula window provides an option to switch formula editor types. If you select a formula type that uses the text editor there is no change. If you select a formula type where the expression editor is used, the Type of Editor field provides you with the option to select the Text editor.

Create Fast Formula Pop-Up Window Showing the Formula Editor Options

IMPORTANT: Once the formula is saved, you cannot change the editor type.

STEPS TO ENABLE


KEY RESOURCES

For more information about the Fast Formula editors, go to Applications Help for the following topics:

• Writing a Fast Formula Using Expression Editor: Worked Example

• Writing a Fast Formula Using Formula Text: Worked Example

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DEDUCTION CATEGORY AND DEDUCTION PARAMETERS FOR RUN DEDUCTION REPORT

You can now run the Deduction Report for all deduction categories and deductions including the deduction balances you define. Use the Deduction Category and Deduction parameters to run the report for specific deduction categories or deductions.

Deduction Category and Deduction Parameters

STEPS TO ENABLE


KEY RESOURCES

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

• Deduction Report

PERSON AND PAYROLL RELATIONSHIP GROUP PARAMETERS FOR RUN DEDUCTION REPORT

You can now run the Deduction Report for a single person or a static payroll relationship group with payroll relationship numbers to verify deduction balances.

STEPS TO ENABLE


INFORMATION BALANCES IN THE PAYROLL BALANCE REPORT

You can now configure the balance group usage item to display information balances in the Payroll Balance Report.

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To configure the balance group usage item:

Select the Manage Balance Group Usages task from the Payroll Calculation work area.

1. Select Global Payroll Run Result Report (Payroll Balance Report) from the Report Type drop-down list.

2. Select the desired legislative data group. 3. Click Search. The search results display all the applicable balance group usages for the Payroll

Balance Report. 4. Select the Global Information Balances for Payroll Balance Report row and click the Edit icon.

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5. Select Matrix Items on the left panel, in the Balance Group Usage: Global Information Balances for Payroll Balance Report page.

6. Click the Add icon to create a new matrix item. 7. In the Matrix Item section, select the Balance Dimension matrix item type, select the name of

the desired balance dimension, and enter a position value. 8. Click Save. 9. Click Submit.

STEPS TO ENABLE


KEY RESOURCES

For more information about the Payroll Balance Report, go to Applications Help for the following Topic:

• Payroll Calculation Report: Overview

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BALANCE EXCEPTION FORMULA AND VARIANCE TYPE ENHANCEMENTS

Use the Balance Exception formula type to create formulas to return reference values and information for comparison in balance exception reports. On the Create Balance Exception page enter Formula in the Variance Type field and then enter the name of the formula that you create using this formula type in the Formula Name field.

These contexts are available when you use the Balance Exception formula type to write a formula:

• EFFECTIVE_DATE

• PERSON_ID

• HR_ASSIGNMENT_ID

• TAX_UNIT_ID

• PAYROLL_RELATIONSHIP_ID

• PAYROLL_REL_ACTION_ID

• PAYROLL_TERM_ID

• PAYROLL_ASSIGNMENT_ID

• LEGISLATIVE_DATA_GROUP_ID

• PAYROLL_ID

• CALC_BREAKDOWN_ID

You can reference any database item in the fast formula that uses any of the listed contexts.

You can’t use input variables for this formula type, however. This formula is run by the balance exception report for each person record. It returns the reference value for that employee for comparison with the balance value as configured in the respective balance exception.

These return values are available when you use the Balance Exception formula type to write a formula:

Return Value Data Type Required Description REFERENCE_VALUE Text Y Returns a reference value for comparing in the balance exception report. REFERENCE_INFO Text Y Returns the text for display in the Reference field on the balance exception

report.

After you write a fast formula using the Balance Exception formula type, select the Formula variance type on the Create Balance Exception page and then select the formula that you created from the Formula ID field.

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This formula multiplies the year-to-date gross earnings by 15 percent and returns the value when the balance exception report to which it is associated is run.

STEPS TO ENABLE


KEY RESOURCES


• Balance Exception Formula Type

• Balance Exception Reports: Explained

• Comparison Types and Variance Operators for Balance Exceptions: Explained

• Creating a Balance Exception Report: Worked Example

VALUE SETS USAGE IN FLOW PARAMETERS

Use value sets for flow parameters to define and control which values display when submitting a flow. You might add a flow parameter that uses a value set to select a person, a flow instance, or a legislative data group. You can also create dependent value sets to filter the list of values. For example, the value set for payroll period might depend on the value selected for the payroll parameter.

The SQL query you specify when you create the value set determines the values that populate the flow parameter.

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STEPS TO ENABLE

The following steps explain how to:

• Create a value set

• Update your flow pattern

Create a Value Set

To define a value set for a flow parameter:

1. Use the Manage Value Sets task in the Setup and Maintenance work area. 2. Click the Create icon to create a value set. Complete the following required fields:

• Value Set Code: Specify a name for your value set. Tip: Use a prefix such as XX_ before the name, to more easily identify it from the predefined value set names.

• Module: Select the module that uses the value set, such as Payroll Flow.

• Validation Type: Select Table.

• Value Data Type: Specify the data type of the displayed column. If the value set is dependent on another parameter value, specify the parameter name as the bind value in the Where clause. As an example, to bind the payroll parameter, specify the following text for the Where clause: payroll_id = :{PARAMETER.PAYROLL}

3. Complete the Definition section of the Create Value Set page to create a SQL query for the value views. The Column Type and Column Length for each column are populated based on its definition in the database.

• FROM Clause: Specify the table names used for the query.

• Value Column Name: Specify the attribute. This field holds the column value displayed for the flow submission parameter.

• ID Column Name: Specify the attribute used to store the value in the database table. This field holds the column value that processes and reports expect as a value, such as an ID.

• WHERE Clause: Specify the SQL query you created to build the list of values.

• ORDER BY Clause: Specify the query used to order the list of values.

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Example of Value Set Definition that Displays Flow Instances by Date Earned

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Update Your Flow Pattern

To use the value set for a flow parameter:

Use the Manage Payroll Flow Patterns task in the Payroll Checklist work area.

1. Search for and edit your customized payroll flow. 2. Click the Parameters tab. 3. Click the Add button to create a new flow parameter. 4. Click the Edit button and enter the parameter details:

• Flow Parameter: Parameter name

• Description: Name to display

• Use for Searches: No

• Display Format column: Value Set

• Lookup column: Text entered in your value set definition for Value Set Code

5. Click Submit.

When you submit the payroll flow the submission flow parameter displays the list of values based on the value set you created.


If the query includes a date field, you must use the appropriate date format. For example, if the date field is date earned, you must use the following format: to_char (date_earned,'yyyy-MM-dd').

KEY RESOURCES

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

• Flow Pattern Parameters: Explained

HCM DATA LOADER SUPPORT FOR CALCULATION CARDS

You can now use HCM Data Loader to create or update calculation cards for the Australia localization.

All business objects related to the calculation card, such as calculation component, component details, and associations are available through HCM Data Loader. You can carry out actions such as Insert, Delete, or Update on these objects.

User keys are currently not supported to identify business objects; instead it uses the combination of SourceSystemOwner and SourceSystemID. Reports can be setup in Business Intelligence Publisher to retrieve the required ID.

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Using this information, you can prepare the data for loading. The file must be in data file format (.dat), with a METADATA line declaring what objects are being created or uploaded or deleted in the file, followed by one MERGE line for each record you wish to create or update.

For example, to update Tax information on employee’s PAYG component:

You can then upload the file in the Data Exchange Work Area under HCM Data Loader and Import and Load data.

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If the upload is unsuccessful, you can view the list of error messages using the Message icon.

To verify that the data has been updated, use the Manage Calculation Card task in the Payroll Calculation Work Area:

59

STEPS TO ENABLE



User keys are not currently supported, either Source System id, GUID or Surrogate Id can be used to identify records.

It is possible to combine all business objects into a single file. The HCM Data Loader works out the order in which objects must be created. For example, if you are creating a new statutory deduction card, you can include all of the following business objects into a single .dat file:

• Calculation Card

• Superannuation Guarantee Contributions component

• Additional Employer Superannuation Contributions component

• Employee Superannuation Contributions component

• PAYG Withholding component

• Payroll Tax component

• TFN Declaration component details

• Medicare Levy Variation component details

• Withholding Variation component details

• Payroll Tax Information component details

• Superannuation Guarantee Contribution component details

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• Additional Employer Superannuation Contribution component details

• Employee Superannuation Contribution component details

• Card association

EXCEL OUTPUT SUPPORT FOR PAYROLL REPORTS

You can now configure the delivery option to generate the output of payroll reports in Excel format.


The following reports can be configured to generate the Excel output:

• Payroll Balance Report

• Payroll Activity Report

• Payroll Register

• Statutory Deduction Register


• Payment Register

• Gross-to-Net Report

• Third-Party Payment Register

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STEPS TO ENABLE

Repeat these steps for each payroll report listed above, as necessary.

NOTE: Enabling Excel output for the Payment Register requires an additional step as noted below.

In the Data Exchange work area, click the Manage Extract Definitions task.

Search for and select the extract definition name for the payroll report to edit, as listed in this table.

Report Name Extract Definition Name

Deduction Report Deduction Report

Gross-to-Net Report Gross to Net Summary Archive

Payment Register Global Payment Register

Payroll Activity Report Payroll Activity Report

Payroll Balance Report Payroll Run Result Report

Payroll Register Global Payroll Register

Statutory Deduction Register Statutory Deduction Register

Third-Party Payment Register Global Third Party Payment Register

1. Click the Deliver icon. 2. Click Add to create a new row to point to your new template for Excel output. 3. Select Excel 2007 in the Output Type field. 4. Enter a start date and end date. For example, 1/1/01 and 12/31/4712. 5. In the Report field and Template Name field, ensure that the .xdo file name and template name

matches the name of your template. 6. Optionally, in the Overriding Delivery Mode field, to override the default layout (PDF file); select

the predefined delivery option for Excel output. This would result in only generating the Excel file. Otherwise, keep the default value to generate both the Excel and PDF files.

7. Click Save. 8. For edits to the Payment Register, follow these steps to add the report category details. 9. In the Additional Details section, click Add. 10. In the Deliver Output Name field, click Search. 11. In the Search field, enter Extract Delivery Mode, and then click Search. 12. Select Payment Register Results, and then click OK. 13. Click Save. 14. Click Submit.

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DYNAMIC PAYROLL RELATIONSHIP GROUP SUPPORT FOR PAYROLL ACTIVITY REPORT

You can now specify a payroll relationship group as a submission parameter when running the Payroll Activity Report.

Payroll Relationship Group Flow Submission Parameter

A new formula type is available so you can create a formula with specific criteria to indicate whether to include a specific payroll relationship ID. Use the same formula for dynamically creating a payroll relationship group. You can then submit the report and the report will use the payroll relationship group derived by the formula. The formula type to use is named Payroll Relationship Group.

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Payroll Relationship Group Formula Type

STEPS TO ENABLE



The dynamic payroll relationship group parameter functionality works only for Payroll Activity Report with respect to payroll reporting. The relationship group is available for selection in several reports, but only the Payroll Activity Report displays results that use the dynamic payroll relationship group parameter functionality.

VOID PAYMENT ACTION IN PREPAYMENTS

The Actions menu in the Prepayments Results section now includes the Void action. You view prepayments results for the Calculate Prepayments task and from there can make or void payments. For example, if an employee requested a replacement for a damaged check you can use the Void action to void the check and then use the Make Payment action to reissue another check.

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New Action Menu Item for Void Payment

STEPS TO ENABLE


EDIT PAYROLL PERIOD NAMES

When you create a payroll definition or extend the number of years for it, the application automatically generates payroll periods. You can view these payroll periods on the Time Periods tab of the Manage Payroll Definitions page. The system-generated names are numbered in sequence based on the period type you selected when creating the payroll definition. You can now click the Edit button and revise the system-generated names as needed.

Edit System-Generated Payroll Period Names

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STEPS TO ENABLE



If you edit the payroll period names, ensure that they remain unique within the payroll definition.

KEY RESOURCES

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

• Payroll Definitions: Explained

INFORMATION BALANCES IN THE PAYROLL BALANCE REPORT

You can now configure the balance group usage item to display information balances in the Payroll Balance Report.

To configure the balance group usage item:

Select the Manage Balance Group Usages task from the Payroll Calculation work area.

1. Select Global Payroll Run Result Report (Payroll Balance Report) from the Report Type drop-down list.

2. Select the desired legislative data group. 3. Click Search. The search results display all the applicable balance group usages for the Payroll

Balance Report. 4. Select the Global Information Balances for Payroll Balance Report row and click the Edit icon.

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5. Select Matrix Items on the left panel, in the Balance Group Usage: Global Information Balances for Payroll Balance Report page.

6. Click the Add icon to create a new matrix item. 7. In the Matrix Item section, select the Balance Dimension matrix item type, select the name of

the desired balance dimension, and enter a position value. 8. Click Save. 9. Click Submit.

STEPS TO ENABLE


KEY RESOURCES

For more information about the Payroll Balance Report, go to Applications Help for the following Topic:

• Payroll Calculation Report: Overview

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DEDUCTION CATEGORY AND DEDUCTION PARAMETERS FOR RUN DEDUCTION REPORT

You can now run the Deduction Report for all deduction categories and deductions including the deduction balances you define. Use the Deduction Category and Deduction parameters to run the report for specific deduction categories or deductions.

Deduction Category and Deduction Parameters

STEPS TO ENABLE


KEY RESOURCES

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


ADDITIONAL FLOW PARAMETER FOR CREATE BATCH FOR AN OBJECT

You can now select a process configuration group when running the Create Batch for an Object process to migrate elements and formulas from one environment to another. The name you specify in the Process Configuration Group list enables any processing parameters that are defined for that group, such as logging.

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STEPS TO ENABLE


KEY RESOURCES


• Migrating Objects Using the Payroll Batch Loader: Procedure

• Payroll Batch Loader Task Actions for Migrating Elements: Explained

ENHANCEMENT FOR GENERATE RUN BALANCES

Creating or updating balance definitions and balance feeds can impact balance calculations and stored balance values for run balance dimensions. When stored balance dimensions are no longer accurate, the Save Run Balances column on the Manage Balance Definitions page displays the status of the balance dimensions as invalid.

Reports and processes continue to obtain accurate values from the summed run results, but summing run results can slow performance. To improve performance you can recalculate the balance values by submitting the Generate Run Balances process from the Payroll Checklist or Payroll Calculation work areas.

Parameters you Complete When you Submit the Process

STEPS TO ENABLE



If you select a single balance to include in the process, you must specify a balance and dimension name, or the process errors because of insufficient information.

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KEY RESOURCES

For more information about balance exception reports, go to Applications Help for the following topic:

• Payroll Balance Definitions: Explained

ENHANCEMENT IN PAYROLL COSTING REPORT

You can now view the Accounting Date, Cost ID and Source ID in the Payroll Costing Report when the report is run with a Scope parameter of Detail Report. Processes, such as Calculate Payroll and QuickPay, will populate Accounting Date with Process Date and generate Cost ID.

Calculate Partial Period Accruals process will populate the accrual entry Accounting Date with Process Date, Accounting Date for reverse entries with the next Payroll Period End Date, and Source ID with the corresponding Cost ID from the related accrual entry.

Source ID is used to identify partial period reverse entries after the Calculate Partial Period Accrual process is run.

For example, Calculate Partial Period Accruals process for weekly payroll period ending 28-Jan-2011 processed on 31-Jan-2011 will populate the following:

• Accounting Date for accrual entry with Process Date of 31-Jan-2011

• Accounting Date for reverse entry with next Payroll Period End Date of 05-Feb-2011

• Source ID for the reverse entry with the Cost ID from the corresponding accrual entry

STEPS TO ENABLE


BATCH LOADER TASKS FOR PAYROLL RELATIONSHIP GROUPS

The payroll batch loader supports four new task actions for object groups, which are described in the following table:

Task Task Action Purpose Object Group Create Payroll Relationship Group Create an object group to use when submitting a process for a

subset of records. The object group categorizes people by payroll relationship

Delete Payroll Relationship Group Delete an existing payroll relationship group that is no longer needed.

Add Payroll Relationship Inclusions and Exclusions

Add a relationship inclusion or exclusion to an existing payroll relationship group.

Remove Payroll Relationship Inclusions and Exclusions

Remove a relationship inclusion or exclusion from an existing payroll relationship group.

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STEPS TO ENABLE


ENHANCED DATA EXCHANGE WORK AREA

The enhanced Data Exchange work area enables you to submit, monitor, and troubleshoot processes and batches and to resolve the errors.

Apart from running extracts and batch loader processes, you can perform the following actions:

• Monitor the process runs, including the number and type of records processed, archived and extracted.

• Group process results by status, such as Completed and Requires Attention or by type of process.

• Download the log file, correct the erroneous processes, and resubmit them.

STEPS TO ENABLE


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KEY RESOURCES

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

• Payroll Batch Loader Tasks: Explained

• Importing Data: Procedure

ENHANCED CALCULATION RULES FOR EARNINGS ELEMENTS

Control conversion rules for the earnings elements, including standard, supplemental, absence, and time elements. You can select a conversion rule for periodicity, work units, and proration calculations. You can control the calculation and display of the work units; such as work hours or workdays in the payslip and the reports. You also have the flexibility to select Assignment Working Hours or Standard Working Hours for conversion calculations instead of automatically using the work schedule when one exists.

The element template lists the new rules for standard working hours, working hours, and work schedules, and includes a new question for proration units. The same rules are displayed for the periodicity, work units, and proration conversion rules.

Conversion Rules Used for Periodicity, Work Units, and Proration

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This release renames the display names for the existing rate conversion rules. The base names and actual calculations remain the same, as shown in the following table.

Base Names New Display Names

Description Example

Annualized Rate Calculation

Standard Rate Annualized

Calculates the annual rate using the input periodicity and converts the amount to an output periodicity and rate. Uses default values, such as 2080 hours or 260 working days to calculate the annual rate.

To convert a weekly amount to a semimonthly periodicity, the formula: 1. Multiplies the weekly amount by 52. 2. Divides the result by 24.

Daily Rate Conversion

Standard Rate Daily

Calculates the daily rate using the input periodicity and converts the amount to an output periodicity and rate. Uses a default value such as 260 working days a year to calculate the daily rate.

To convert an annual amount to daily periodicity, the formula: 1. Divides the annual amount by 365. 2. Multiplies the result by the number of days in the payroll period.

The new predefined rate conversion rules support the conversions described in the following table.

Rate Conversion Rule Description Example

Standard Working Hours Rate Annualized

Uses the employee’s standard working hours to convert the monetary value and working hours to an annual value before calculating the rate.

Employee works 40 hours a week with a monthly salary of 1000 pounds: ((1000*12)/(40.00*52) = 5.77 an hour

Assignment Working Hours Rate Annualized

Uses the employees working hours to convert the monetary value and working hours to an annual value before calculating the rate.

Employee works 40 hours a week, with a 37.5 standard working hours a week, and a monthly salary of 1000 pounds: ((1000*12)/(37.50*52) = 6.15 an hour

Periodic Work Schedule Rate Annualized

Uses the employee’s work schedule for the payroll period for daily and hourly conversions.

Employee has a monthly salary of 1000 pounds, and is assigned a monthly payroll. The formula checks the work schedule details for the month. For a daily conversion: 1000 a month/20 days in the month = 50 Note: For compensation calculations where the employee is not assigned a payroll, the rate is calculated using the weekly rate calculation. The amount is converted to an annual figure and divided by the number of days or hours in that week based on the work schedule.

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The following list summarizes the changes to the element template for periodicity, work units, and proration.

Periodicity The conversion rule for periodicity applies to Flat Amount, Hours X Rate, and Days X Rate calculation rules. You can override the periodicity used as the default for the element definition at the element entry level.

Work Units The Work Units conversion rule applies only to flat amount calculation rules for standard and supplemental earnings elements.

The selection of which work units to use in reports and payslips determines the conversion calculation. The application creates the element input values using the default values of the rate conversion formulas. In this example, the employee is on a semi-monthly payroll that has 24 payroll periods in a year.

Work Units Selected Example

Hours 2080/24 = 86.67 Days 260/24 = 10.83 None No input values are created

Proration The element template includes a new question for proration units. Proration rate conversion rules replace the previous proration methods in the element template. You have greater flexibility, for example, to base proration on calendar days when using work units for conversion.

STEPS TO ENABLE



If the conversion rules do not meet your requirements, you can copy and edit the rules using the Manage Fast Formulas task in the Payroll Calculation work area.

• Create a customized formula for periodicity or work units using the Rate Conversion formula type.

• Create a related formula to manage proration using the Payoll Run Proration formula type. End the formula with underscore PRORATE. This naming convention ensures that the customized proration formula is called by the predefined proration formula GLB_EARN_PRORATION.

For example, for periodicity you might create the formula Vision Conversion Rate formula, and its related proration formula Vision Conversion RATE_PRORATE.

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KEY RESOURCES

For more information about values defined by criteria, go to Applications Help for the following topics:

• Conversion Formulas for Proration: Procedure

• Customizing Periodicity Conversion Rules: Procedure

EXCEL OUTPUT SUPPORT FOR PAYROLL REPORTS

You can now configure the delivery option to generate the output of payroll reports in Excel formats.

You can configure the following payroll reports to generate an Excel output:

• Payroll Balance Report

• Payroll Activity Report

• Payroll Register

• Statutory Deduction Register


• Payment Register

• Gross-to-Net Report

• Third-Party Payment Register

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STEPS TO ENABLE

Repeat these steps for each payroll report listed above, as necessary.

NOTE: Enabling Excel output for the Payment Register requires additional steps as given below.

1. In the Data Exchange work area, select the Manage Extract Definitions task. 2. Search for and select the extract definition name for the payroll report to edit, as listed in this

table.

Report Name Extract Definition Name

Deduction Report Deduction Report

Gross-to-Net Report Gross-to-Net Summary Archive

Payment Register Report Global Payment Register

Payroll Activity Report Payroll Activity Report

Payroll Balance Report Payroll Run Result Report

Payroll Register Report Global Payroll Register

Statutory Deduction Register Statutory Deduction Register

Third-Party Payment Register Global Third Party Payment Register

3. Open the Report. 4. Click the Deliver icon. 5. Click Add to create a new row to point to the new template for the Excel output. 6. Enter a Start Date and End Date. For example, 1/1/01 and 12/31/4712. 7. Enter the Delivery Option Name and the Output Name. 8. Select Excel 2007 in the Output Type field. 9. Enter the Report and Template Name. Ensure that the .xdo file name you enter in the Report

field and template name matches the name of your template, as given in the table below.

Report Name Excel Template Name

Deduction Report Deduction Report Results

Gross-to-Net Report Gross-to-Net Report Results

Payment Register Report Payment Register Results

Payroll Activity Report Payroll Activity Report Results

Payroll Balance Report Payroll Balance Report Results

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Payroll Register Report Payroll Register Results

Statutory Deduction Register Statutory Deduction Register Results

Third-Party Payment Register Third-Party Payment Register Results

10. Select the Delivery Type. For example, Documents of Record or Fax. 11. Optionally, to override the default layout (PDF file), select the predefined delivery option of

Excel output in the Overriding Delivery Mode field. This would result in only generating the Excel file.

12. Otherwise, keep the default value to generate both the Excel and PDF files. 13. Click Save. 14. For the Payment Register, you must perform the following additional steps to add the report

category details.

• In the Additional Details section, click Add.

• In the Deliver Output Name field, click Search.

• In the Search field, enter Extract Delivery Mode, and then click Search.

• Select Payment Register Results, and then click OK.

• Click Save.

15. Click Submit.

ENHANCED CALCULATION RULES FOR EARNINGS ELEMENTS

Using the Payroll User Interface Configuration user-defined table, you can create formulas to customize personal payment method preferences. For example, prevent your employees from editing personal payment methods that are attached to a specific account type or organization payment method.

The following two rules for Personal Payment Methods have been added:

Rule Name Purpose Execute Personal Payment Method Validation

Enables validations for personal payment methods that meet the criteria set in the formula. For example, an employee can only create one personal payment method with the Pay Card account type.

Prevent Edit Personal Payment Method Prevents employees from modifying any personal payment method details that meet the criteria set in the formula, such as when the account type is equal to Pay Card.

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Two Rules for Personal Payment Methods

STEPS TO ENABLE


KEY RESOURCES

For more information about personal payment methods, go to Applications Help for the following topics:

• Configuring Payment Method Preferences: Procedure

• Payroll User Interface Configuration Formula Type

NEW TASK ACTION FOR PBL: CUSTOMIZE BANK ACCOUNT DETAILS

Using the new Customize Bank Account Details Payroll Batch Loader task action, you can customize fields on the Create Bank Account region by displaying preferred fields, changing a field to be required or modifying the label of a field.

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US Default Create Bank Account Region Shown Here with No Customizations

The Customize Bank Account Details task action allows you to perform these four changes to the Create Bank Account region. These changes may be performed separately or together.

• Display a hidden field • Hide an optional field • Make an optional field required • Change the field label prompt

NOTE: A field that is delivered as required entry cannot be customized to be optional and a field that is delivered as required to be displayed and cannot be customized to be hidden.

The following six table fields are available while using this new Payroll Batch Loader task action to customize. The first three are required to identify the field and page you want to customize; the last three indicate the type of customization. If no data is provided for Label, Required or Displayed, the default value for the page gets stored for the field.

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Payroll Batch Loader Fields

Table Field Description Options Available,

Where Applicable *Country Code COUNTRY_CODE Identifies the country for which the rule applies For example, US for United

States *Field ATRBIBUTE_NAME Identifies the field to be customized.

ACCOUNT_NAME ACCOUNT_NAME_ALT ACCOUNT_NUMBER ACCOUNT_TYPE BANK_NAME BANK_NUMBER BIC BRANCH_NAME BRANCH_NUMBER CHECK_DIGIT IBAN SEC_ACCT_REF

*Page PAGE_NAME Identifies the page to be customized. FUSE CASUAL PROF

Label LABEL_CODE Identifies label to be customized. Note: In order for an attribute to have a custom label, it must exist as a lookup code in the ORA_EXTERNAL_ACCOUNT_LABELS look up table. This lookup is user extensible for the user to create custom lookups based on their label requirements.

See label creation steps below

Required REQUIRED_FLAG Identifies the attribute as required or not. Y N

Displayed DISPLAY_FLAG Identifies the attribute as displayed or not, Y N

LABEL CREATION STEPS

• Create label codes in the Setup and Maintenance work area

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• Search for Manage Cash Management Lookups

• Click Manage Cash Management Lookups link in returned search list.

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• Search for “ORA_EXTERNAL_ACCOUNT_LABELS” lookup type.

• Click plus icon to add a new lookup code.

• Enter values into available fields. For example, enter BRANCH_NAME_LABEL into Lookup Code field and Branch into Meaning field.

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NOTE: Meaning is the information displayed on the Create Bank Account region.

• Click Save and Close button to save information.

STEPS TO ENABLE


KEY RESOURCES

For more information about personal payment methods, go to Applications Help for the following topics:

• Importing Data Using the Payroll Batch Loader: Explained

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PAYROLL FOR CANADA

Oracle Fusion HRMS (Canada) supports country specific features and functions for Canada. It enables users to follow Canada’s business practices and comply with its statutory requirements.

END-OF-YEAR REPORTING: AMENDMENTS FOR T4, T4A, AND RL-1

Canada’s functionality for the federal year-end slips T4 and T4A was amended, as well as the provincial year-end slip RL-1, that are issued to the employees and the respective government agencies.

The T4 is the Federal Statement of Remuneration Paid for reporting an employee’s employment income, statutory deductions and other information required by Canada Revenue Agency (CRA). The T4A slip is the Statement of Pension, Retirement, Annuity, and Other Income used to report these types of incomes to the Canada Revenue Agency (CRA). You must submit these forms to the CRA at the end of every tax year. The RL-1 slip is a provincial year-end form for reporting an employee’s employment income, statutory deductions and other information required by Revenu Quebec. At the end of every tax year you must submit RL-1 slip information to Revenu Quebec. You must also provide these slips to your employees for tax filing purposes.

If corrections are made after the T4, T4A, or RL-1 is distributed, amended slips are issued. The amended slip is provided to the employee, as well as reported to the government.

It is important to process the steps to generate the amended slips in a specific order. Once the original PDF and interface processes are complete, the steps are as follows:

1. Payroll process is complete. 2. Archive End-of-Year Payroll Results process is complete. 3. End-of-Year Register Report process for the original is complete. 4. End-of-Year Reports process to generate the original year-end PDF is complete. 5. End-of-Year Reports process to generate the year-end interface for the original is complete. 6. Process the correction to the employee record. This can be a balance adjustment or payroll

process. 7. Run the Archive End-of-Year Payroll Results process for the amended employee. 8. Generate the End-of-Year Register Report for the amendment. 9. Run the End-of-Year Reports process to generate the amended year-end PDF. 10. Run the End-of-Year Reports process to generate the amended year-end interface.

STEPS TO ENABLE


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When performing amendments for the employee, please note the following tips:

• If you perform a YTD adjustment to amend a year-end slip after the original PDF and interface is processed, the date of the YTD adjustments for the prior year must be “12/31/XX”, where XX denotes the affected year. The balance adjustment is processed using the results element that feeds the year-end balance. Ensure that the eligibility exist for the results element.

• The file name of the T4, T4A, and RL-1 registers and PDFs distinguish if it is an original or amended version.

• The header of the register indicates if it is an original or amended version.

• The PDFs follow government guidelines to distinguish if it is an original or amended version

• The RL-1 includes the original slip number from the original archive and reports it on the amended version of the PDF and interface file.

INVOLUNTARY DEDUCTIONS: PROTECTED PAY RULES

Oracle Fusion Human Capital Management for Canada provides additional functionality to the protected pay rules for involuntary deductions.

With this release we have enhanced how the protected pay processing will occur within involuntary deductions of the same deduction type (for example, multiple garnishments), as well as across the different deduction types (Garnishment, Maintenance and Support, and Tax Levy).

You can configure protected pay rules for each deduction. The payroll process will now determine the highest value derived for protected pay within each deduction type and apply that value to all other deductions of that same deduction type.

For example, in the case where multiple garnishments are configured with different rules, one with a protected pay percentage of 40% and the other with 50%, the higher percentage of 50% will be applied as the protected pay percentage for both garnishments for the employee. In the same way, you could have an entry for one garnishment with a protected pay amount of $300 and a protected pay percentage of 50%. In this case, both protected pay entries are used to calculate the highest value of the two, and compare this to other garnishment entries to come up with a final protected pay value for garnishments.

If the deduction types are different, the payroll process will no longer apply the highest protected pay across deduction types. Each deduction type will determine its own protected pay value.

The order in which elements are processed (as determined by the sub processing order) also impacts the protected pay. If a Maintenance and Support deduction is processed first, that deduction will impact how much of the disposable income is available for subsequent deductions processed.

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For example, in the case where a Maintenance and Support deduction is configured with a protected pay percentage of 50% and a subprocessing order of 1, and a Garnishment deduction is configured with a percentage of 80% and a subprocessing order of 2, the disposable income remaining for the garnishment is affected by the first calculation of protected pay of the Maintenance and Support deduction. There may not be enough disposable income left to guarantee the 80% protected pay rule, so no Garnishment deduction would happen.

The protected pay amount calculated for the deduction is displayed in the run results for the Results element.

Any amounts in arrears will also observe the protected pay limits.

The protected pay rules are configured on the involuntary deduction card for the employee, defined as a value definition within the Edit Calculation Values list of values.

STEPS TO ENABLE


END-OF-YEAR REPORTING: END-OF-YEAR EXCEPTION REPORT

Canada end-of-year exception report facilitates year-end reconciliation and provides the ability to respond to any deficiencies for Canada Pension Plan (CPP), Quebec Pension Plan (QPP), Employment Insurance (EI), and Quebec Parental Insurance Plan (QPIP) reported in the year-end slips or other government reports.

This report displays data from the End-of-Year Archive, with the exception of the name and address of the employee and the employer. It reports exception conditions for the T4, T4A, RL-1, and RL-2.

Before you run the end-of-year exception report, you must complete the following activities:

• Payroll process

• Archive End-of-Year Payroll Results process

Use the Run End-of-Year Reports task from the Regulatory and Tax Reporting work area to generate the End-of-Year Exception Report. Parameters for the exception report process are:

• Flow Pattern: Select Run End-of-Year Reports.

• Payroll Flow: Provide a name for the payroll flow.

• Tax Report Year: Select the 4-digit tax year of the report.

• Year End Report: Select T4, T4A, RL-1 or RL-2.

• Report Type: Select Original, Amended or Cancelled. The exception report is based on the latest archive.

• Format: Select Exception Report.

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• Transmitter: Select a transmitter if you want to run the report by transmitter.

• Tax Reporting Unit: Select a TRU if you want to run the report by TRU.

• Payroll Relationship Group: Select the payroll relationship group name, if you have defined one. You must use the Manage Object Groups task to define the payroll relationship group before you can select it here.

• Province: Select a province if you want to generate the report for a specific province.

• Print Employer Address: Does not apply to the exception report.

• Print Instructions: Does not apply to the exception report.

• Sort Option One: Select Location, Payroll or Province.

• Sort Option Two: Select Location, Payroll or Province. The value presented to the user for selection is dynamically changed depending on what the user selected in the previous Sort Option parameter.

• Sort Option Three: Select Location, Payroll or Province. The value presented to the user for selection is dynamically changed depending on what the user selected in the previous Sort Option parameter.

• Copyright Message: This field is used to hold a copyright message for the PDF format of T4 and T4A slips. It is not reported on the actual slips. Does not apply to the exception report.

• Process Configuration Group: Select the process configuration group name, if you have defined any. This field is used for logging and reporting purposes. You must use the Manage Payroll Process Configuration task to define the process configuration group before you can select it here.

After you run the end-of-year exception report, you must review the output. If there are exceptions met, the report will display those exception messages on the report. Exceptions are reported for transmitter, employer, or employee data. Before continuing on with the end-of-year process, you must correct the data as required.

STEPS TO ENABLE



The following exception conditions are reported for each slip for transmitter, employer and employee information:

T4 Transmitter Exceptions

The Transmitter Name is missing on the T4 Interface Rules.

The Transmitter Name on the T4 Interface Rules contains more than 30 characters and will be reported as per the specific report requirements.

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The Transmitter City is missing on the T4 Interface Rules.

The Transmitter Province is missing on the T4 Interface Rules.

The Transmitter Postal Code is missing on the T4 Interface Rules.

The Transmitter Contact Name is missing on the T4 Interface Rules.

The Transmitter Contact Name on the T4 Interface Rules contains more than 22 characters and will be truncated on the electronic interface file.

The Transmitter Contact Area Code is missing on the T4 Interface Rules.

The Transmitter Contact Phone Number is missing on the T4 Interface Rules.

The Language of Communication Indicator is missing on the T4 Interface Rules.

T4 Employer Exceptions

The Legal Reporting Unit Registered Name contains more than 30 characters and will be reported as per the specific report requirements.

The Payroll Account Number is missing or is invalid on the Legal Entity Registration Information.

The Payroll Account Number on the Legal Entity Registration Information contains more than 15 characters and will be truncated on the electronic interface file.

The Proprietor 1 Social Insurance Number is invalid on the T4 Interface Rules.

The Proprietor 2 Social Insurance Number is invalid on the T4 Interface Rules.

The Contact Name for this Return is missing on the T4 Interface Rules.

The Contact Name for this Return on the T4 Interface Rules contains more than 22 characters and will be truncated on the electronic interface file.

The Contact Area Code is missing on the T4 Interface Rules.

The Contact Phone Number is missing on the T4 Interface Rules.

T4 Employee Exceptions

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The First Name of the employee is missing on the person record.

The Last Name of the employee on the person record contains more than 20 characters and will be truncated on the electronic interface file.

The Address Line 1 of the employee is missing on the person record.

The Address Line 1 of the employee on the person record contains more than 30 characters and will be reported as per the specific report requirements.

The Social Insurance Number of the employee is missing on the person record.

The Social Insurance Number of the employee has expired on the person record. The Expiration Date of the Social Insurance Number is <SIN EXP DATE>.

One or more negative balances exist for the employee.

No box balance values exist for the employee.

The employee is designated as CPP Exempt on the employee's tax calculation card.

The employee is designated as EI Exempt on the employee's tax calculation card.

The employee has CPP deductions over the annual limit.

The employee has EI deductions over the annual limit.

The employee turned 18 years of age during the reporting year. The Date of Birth on the person record is <DOB>.


The employee was hired during the reporting year. The Hire Date on the person record is <HD>.

The employee was terminated during the reporting year. The Termination Date on the employee's work relationship record is <HD>.

The employee has worked in multiple provinces during the reporting year, as defined on the calculation card of the employee.

The employee has a CPP Election Date of <date> on the employee's tax calculation card.

The employee has a CPP Revocation Date of <date> on the employee's tax calculation card.

The expected and actual CPP deductions do not match. <calc table>

The expected and actual EI deductions do not match. <calc table>

T4A Transmitter Exceptions

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The Transmitter Name is missing on the T4A Interface Rules.

The Transmitter Name on the T4A Interface Rules contains more than 30 characters will be reported as per the specific report requirements.

The Transmitter City is missing on the T4A Interface Rules.

The Transmitter Province is missing on the T4A Interface Rules.

The Transmitter Postal Code is missing on the T4A Interface Rules.

The Transmitter Contact Name is missing on the T4A Interface Rules.

The Transmitter Contact Name on the T4A Interface Rules contains more than 22 characters and will be truncated on the electronic interface file.

The Transmitter Contact Area Code is missing on the T4A Interface Rules.

The Transmitter Contact Phone Number is missing on the T4A Interface Rules.

The Language of Communication Indicator is missing on the T4A Interface Rules.

T4A Employer Exceptions


The Payroll Account Number is missing or is invalid on the Legal Entity Registration Information.

The Payroll Account Number on the Legal Entity Registration Information contains more than 15 characters and will be truncated on the electronic interface file.

The Proprietor 1 Social Insurance Number is invalid on the T4A Interface Rules.

The Proprietor 2 Social Insurance Number is invalid on the T4A Interface Rules.

The Contact Name for this Return is missing on the T4A Interface Rules.

The Contact Name for this Return on the T4A Interface Rules contains more than 22 characters and will be truncated on the electronic interface file.

The Contact Area Code is missing on the T4A Interface Rules.

The Contact Phone Number is missing on the T4A Interface Rules.

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T4A Employee Exceptions

The First Name of the recipient is missing on the person record.

The Last Name of the recipient on the person record contains more than 20 characters and will be truncated on the electronic interface file.

The Address Line 1 of the recipient is missing on the person record.

The Address Line 1 of the recipient on the person record contains more than 30 characters and will be reported as per the specific report requirements.

The Social Insurance Number of the recipient is missing on the person record.


One or more negative balances exist for the recipient.

No box balance values exist for the recipient.

RL-1 Transmitter Exceptions

The Transmitter Name is missing on the RL-1 Interface Rules.

The Transmitter Name on the RL-1 Interface Rules contains more than 30 characters and will be reported as per the specific report requirements.

The Source of RL Slips Used is missing on the RL-1 Interface Rules.

The Transmitter Address Line 1 is missing on the RL-1 Interface Rules.

The Transmitter City is missing on the RL-1 Interface Rules.

The Transmitter Province is missing on the RL-1 Interface Rules.

The Transmitter Postal Code is missing on the RL-1 Interface Rules.

The Computer Resource Person Name is missing on the RL-1 Interface Rules.

The Computer Resource Person Name on the RL-1 Interface Rules contains more than 30 characters and will be truncated on the electronic interface file.

The Computer Resource Person Area Code is missing on the RL-1 Interface Rules.

The Computer Resource Person Phone Number is missing on the RL-1 Interface Rules.

The Computer Resource Person Language is missing on the RL-1 Interface Rules.

The Accounting Resource Person Name is missing on the RL-1 Interface Rules.

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The Accounting Resource Person Name on the RL-1 Interface Rules contains more than 30 characters and will be truncated on the electronic interface file.

The Accounting Resource Person Area Code is missing on the RL-1 Interface Rules.

The Accounting Resource Person Phone Number is missing on the RL-1 Interface Rules.

The Accounting Resource Person Language is missing on the RL-1 Interface Rules.

The Starting RL-1 Slip Number is missing on the RL-1 Interface Rules.

The Ending RL-1 Slip Number is missing on the RL-1 Interface Rules.

RL-1 Employer Exceptions

The Quebec Identification Number is missing or is invalid on the Legal Entity or the Legal Reporting Unit Registration Information.


RL-1 Employee Exceptions









The employee is designated as QPP Exempt on the employee's tax calculation card.

The employee is designated as QPIP Exempt on the employee's tax calculation card.

The employee has QPP deductions over the annual limit.

The employee has QPIP deductions over the annual limit.


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The employee was hired during the reporting year. The Hire Date on the person record is <HD>.

The employee was terminated during the reporting year. The Termination Date on the employee's work relationship record is <HD>.

The employee has worked in multiple provinces during the reporting year, as defined on the calculation card of the employee.

The expected and actual QPP deductions do not match. <calc table>

The expected and actual QPIP deductions do not match. <calc table>

RL-2 Transmitter Exceptions

The Transmitter Name is missing on the RL-2 Interface Rules.

The Transmitter Name on the RL-2 Interface Rules contains more than 30 characters and will be reported as per the specific report requirements.

The Source of RL Slips Used is missing on the RL-2 Interface Rules.

The Transmitter Address Line 1 is missing on the RL-2 Interface Rules.

The Transmitter City is missing on the RL-2 Interface Rules.

The Transmitter Province is missing on the RL-2 Interface Rules.

The Transmitter Postal Code is missing on the RL-2 Interface Rules.

The Computer Resource Person Name is missing on the RL-2 Interface Rules.

The Computer Resource Person Name on the RL-2 Interface Rules contains more than 30 characters and will be truncated on the electronic interface file.

The Computer Resource Person Area Code is missing on the RL-2 Interface Rules.

The Computer Resource Person Phone Number is missing on the RL-2 Interface Rules.

The Computer Resource Person Language is missing on the RL-2 Interface Rules.

The Accounting Resource Person Name is missing on the RL-2 Interface Rules.

The Accounting Resource Person Name on the RL-2 Interface Rules contains more than 30 characters and will be truncated on the electronic interface file.

The Accounting Resource Person Area Code is missing on the RL-2 Interface Rules.

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The Accounting Resource Person Phone Number is missing on the RL-2 Interface Rules.

The Accounting Resource Person Language is missing on the RL-2 Interface Rules.

The Starting RL-2 Slip Number is missing on the RL-2 Interface Rules.

The Ending RL-2 Slip Number is missing on the RL-2 Interface Rules.

RL-2 Employer Exceptions

The Quebec Identification Number is missing or is invalid on the Legal Entity or the Legal Reporting Unit Registration Information.


RL-2 Employee Exceptions









The RL-2 Source of Income is missing on the RL-2 Interface Rules.

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END-OF-YEAR REPORTING (RL-2 ONLY)

Oracle Fusion Human Capital Management for Canada offers a comprehensive process to generate the RL-2 year-end slip.

The RL-2 slip is a provincial year-end form for reporting a pensioner’s retirement and annuity income. You must submit the RL-2 slip information to Revenu Québec at the end of every tax year. You must also provide the slips to your pensioners for tax filing purposes.

End-of-year processing for the RL-2 slip includes the following activities:

1. Configuration for Québec

• Configuring the Québec Enterprise Number (optional).

• Ensuring Quebéc Provincial Tax registration information is configured for each tax reporting unit (TRU) that has pensioners in Québec.

2. Setting up TRU transmitter information for Québec reporting. 3. Setting up balance feeds for the boxes and other information codes. 4. Using the Archive End-of-Year Payroll Results task from the Regulatory and Tax Reporting work

area to generate and view the results of the end-of-year archive for RL-2 information. The End-of-Year Reports processes uses the archived payroll run results to generate pensioner details required for the RL-2.

5. Using the Run End-of-Year Reports task from the Regulatory and Tax Reporting work area to generate the End-of-Year Exception Report for the RL-2 and view its output.

6. Using the Run End-of-Year Reports task from the Regulatory and Tax Reporting work area to generate the RL-2 register and view its output in Excel.

7. Using the Run End-of-Year Reports task from the Regulatory and Tax Reporting work area to generate the RL-2 PDF and view its output.

8. Using the Run End-of-Year Reports task from the Regulatory and Tax Reporting work area to generate the RL-2 electronic interface and view its output.

Payments reported on the RL-2 are elements with a secondary classification reporting type of T4A/RL2.

Use the Manage Legal Reporting Unit HCM Information task in the Setup and Maintenance work area to set up the transmitter information for reporting of RL-2 data.

Use the Run End-of-Year Reports task to generate the register report and review pensioner information, as well as verify the box balances.

Use the Run End-of-Year Reports task from the Regulatory and Tax Reporting work area to generate the RL-2 slip.

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STEPS TO ENABLE



Enter the Québec Provincial Tax registration at the payroll statutory unit (PSU) level if the Québec Identification Number applies to more than one TRU. Enter the registration at the TRU level if there is only one TRU within the PSU, or if you are overriding the default entry entered at the PSU level.

The registered name can be entered in either the Registered Name or the Alternate Name field. The user can choose to enter something unique in the Registered Name field to distinguish multiple registrations in the LOVs. If the Alternate Name is populated, the Alternate Name entered will be displayed on the RL-2 slips and in the interface file. If it is not populated, the Registered Name will be displayed.

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PAYROLL FOR CHINA

Oracle Fusion HRMS (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 ROUNDING METHODS FOR SOCIAL SECURITY AND ENTERPRISE ANNUITY CALCULATION

Comply with statutory requirements by adding three rounding down methods for social security and enterprise annuity calculations:

• Round down to nearest yuan

• Round down to nearest jiao

• Round down to nearest cent

STEPS TO ENABLE

Setup is required to use the new rounding methods in social security and enterprise annuity calculation.

1. Search for a project with the Workforce Deployment offering. 2. Open the Define Legal Entities for Human Capital Management functional area. 3. Select the payroll statutory unit you would like to work with. 4. Click the Go to Task icon against the Manage Legal Entity Calculation Cards task. 5. Select the Statutory Deductions card. 6. Select a social security item or enterprise annuity. 7. Select the rounding down method to use in contribution base and amount calculation.

The rules set up at payroll statutory unit calculation card level apply to all organizations operating in one territory for a social security item and contribution type. However, the contribution amount rounding rules can be overridden by rules set up at tax reporting unit calculation card level by using the Manage Legal Reporting Unit Calculation Cards task, which are rules specific to an organization.

ELEMENT RESULT REPORT CHANGES

Simplify the report by running against run results rather than balances. For more information about the report, please refer to the Element Result Report Changes in the Global Payroll section.

STEPS TO ENABLE


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PAYROLL FOR KUWAIT

Oracle Fusion HMS (Kuwait) supports Kuwait-specific features and functionality. It enables users to follow Kuwait’s business practices and comply with its statutory requirements.

STATUTORY REPORTING: UPDATE TO REPORT 166 – MONTHLY CONTRIBUTIONS

The monthly report that contains details of the total social insurance payments for an employer is updated to include Additional Social Insurance contributions.

STEPS TO ENABLE

There are no steps necessary to enable this feature. You can run this report from the Regulatory and Tax Reporting work area.


Ensure that an element for Additional Social Insurance is created before you run the report.

KEY RESOURCES

For more information about this report, go to Application Help, for the following topic:

• Statutory Reports for Kuwait

SUPPORT FOR BIWEEKLY PAYROLL

When you select Human Resources or Payroll Interface as the selected extension in the Manage Features by Country or Territory page, you can create a payroll definition with a Biweekly period type.

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Biweekly Period Type in Manage Payroll Definition Page

IMPORTANT: You cannot create a biweekly payroll definition, if Payroll is the selected extension for your legislation.

STEPS TO ENABLE


MONTHLY GRATUITY ACCRUAL PROCESS UPDATES

When you run the Payroll Calculation process, you can view the accrued gratuity amount in the Information region of the statement of earnings. If a user-created formula is used to calculate the gratuity payment on termination, then the same formula is used for calculating the monthly accrued gratuity amount.

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Accrued Gratuity Amount in the Information Region of the Statement of Earnings

STEPS TO ENABLE

Before you verify the accrued gratuity in the statement of earnings, ensure to perform the following:

• Create the element eligibility link for the gratuity accrual initiator.

• Associate the gratuity accrual initiator to the employee through the element entry.

• Associate the formula to calculate the reference salary with the Employer Gratuity Deduction card.

Run the Payroll Calculation process and verify the results for the gratuity amount for the period and the accrued gratuity.


When you enter the Employer Reference Formula in the Employer Gratuity Deduction card, the formula must use the variable, PAID_GRATUITY. This overrides the gratuity amount calculated by the default formula.

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SOCIAL INSURANCE 2015 ENHANCEMENT

A new component for gratuity contributions has been added to the social insurance calculation. The additional employee contribution is applicable to all Kuwaiti workers employed in the Private sector and some Government sector workers, depending on their hire date. Employers can record whether or not they are going to pay the gratuity amount due to an employee on termination. In addition, they can record whether an employee has received a gratuity payment in the past, and the date when that payment was received.

The payroll process uses this information to determine whether or not gratuity contributions are to be deducted as part of the social insurance calculation.

Employer Gratuity Card

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Employee Social Insurance Card

STEPS TO ENABLE


SOCIAL INSURANCE CALCULATION FOR FULLY STATE OWNED OIL COMPANIES

Employers can utilize specific employer sectors to ensure that appropriate social insurance deductions are being calculated for their employees. Oil sector has now been added as an employer sector, and additional rates, elements and balances have been delivered to calculate oil sector employee and employer contributions.

The payroll process calculates social insurance for both employees and employers based on the employer sector, and if gratuity contributions are to be deducted as part of the social insurance calculation.

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Employer Social Insurance Card

Employer Gratuity Card

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Employee Social Insurance Card

STEPS TO ENABLE


105

PAYROLL FOR SAUDI ARABIA

Oracle Fusion HRMS (Saudi Arabia) supports Saudi Arabia-specific features and functionality. It enables users to follow Saudi Arabia’s business practices and comply with its statutory requirements.

WAGE PROTECTION SYSTEM

The Wage Protection System report tracks the amounts that need to be paid to the employees. Only employees with a Personal Payment Method of type EFT will be reported on the Wage Protection System report. Submit the report to the Wage Protection Agent at the end of each period. The banks process the report for crediting wages to the employees.

STEPS TO ENABLE

There are no steps necessary to enable this feature. Ensure that Payroll Run, Prepayment, and Archiver processes are run and complete for the payroll period.



Biweekly Period Type in Manage Payroll Definition Page

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STEPS TO ENABLE





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STEPS TO ENABLE


• Create the element eligibility link for the gratuity accrual initiator.

• Associate the gratuity accrual initiator to the employee through the element entry.

• Associate the formula to calculate the reference salary with the Employer Gratuity Deduction card.




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PAYROLL FOR THE UNITED ARAB EMIRATES

Oracle Fusion HRMS (United Arab Emirates) supports United Arab Emirates-specific features and functionality. It enables users to follow United Arab Emirate’s business practices and comply with its statutory requirements.

PAYROLL VALIDATION REPORT

Audit required payroll information. Validation is needed to show that the required data has been entered before the Wage Protection System reports are submitted.

The payroll validation report shows if the following attributes are missing or noncompliant for either the employer or employee:

• Ministry of Labour Employer ID

• WPS Agent ID

• WPS Employer Bank Code

• Ministry of Labour Employee ID

• WPS Account Number

STEPS TO ENABLE




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Biweekly Period Type in the Manage Payroll Definition Page


STEPS TO ENABLE


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STEPS TO ENABLE


1. Create the element eligibility link for the gratuity accrual initiator. 2. Associate the gratuity accrual initiator to the employee through the element entry. 3. Associate the formula to calculate the reference salary with the Employer Gratuity Deduction

card.


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PAYROLL FOR THE UNITED KINGDOM

Oracle Fusion HRMS (UK) supports United Kingdom-specific features and functionality. It enables users to follow the United Kingdom’s business practices and comply with its statutory requirements.

REAL TIME INFORMATION (RTI) - EARLIER YEAR UPDATE (EYU)

Report previous year’s tax information to the authorities after the deadline for reporting information has passed. You can do this by using the Earlier Year Update (EYU) Process for the relevant tax year.

The Earlier Year Update (EYU) process requires one effective payroll run in the required tax year. Use the EYU process to report updates for up to seven years.

The EYU process produces the following output:

• GFF file for EDI transmission

• An audit report

STEPS TO ENABLE

There are no steps necessary to enable this feature. Run this process from the Regulatory and Tax Reporting work area or the Payroll Checklist work area.

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PAYROLL FOR THE UNITED STATES

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

MULTIPLE WORKSITE REPORT

The United States provides full support of the Multiple Worksite Report. Use this feature to report employment and wage data in a format suitable for the Bureau of Labor Statistics. This data is categorized by industry and location within a state and is used to more accurately classify employment and wage data of multiple establishment employers.

To generate this report, start the Run Multiple Worksite Electronic Report process from the Regulatory and Tax Reporting work area.

Run Multiple Worksite Electronic Report Process

STEPS TO ENABLE



It is the employer’s responsibility to determine their reporting eligibility. Refer to the Bureau of Labor Statistics website for more information.

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KEY RESOURCES


• How are work-at-home employees reported in the Multiple Worksite Report?

• Run Multiple Worksite Report

• Troubleshooting the Multiple Worksite Report: Examples

THIRD-PARTY INVOLUNTARY PAYMENT INTERFACE INITIAL EXTRACT

Business outsourcing solutions providers such as ADP can perform garnishment and third-party payment processing for their customers. Oracle Fusion Human Capital Management for the US provides an involuntary payment interface for customers who choose to use such a third-party provider. Before you can begin using this interface with ADP Money Movement, you must extract your historical data and establish a baseline with ADP.

To generate the initial extract, run the Third-Party Involuntary Deductions Initial Extract process from the Payment Distribution work area.

Third-Party Involuntary Deductions Initial Extract process

STEPS TO ENABLE


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Before you can generate the initial extract, you must ensure you have properly configured organizations, employee definitions, third-party payees, and involuntary deductions.

KEY RESOURCES

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

• Oracle Fusion Human Capital Management for the US Third-Party Involuntary Payment Interface (Document ID 2043941.1)

EMPLOYEE ACTIVE PAYROLL BALANCE REPORT ENHANCEMENT

You can now perform more comprehensive periodic payroll and quarterly and year-end balance reconciliation through the Employee Active Payroll Balance report enhancements. This report now includes school district tax balances.

STEPS TO ENABLE


KEY RESOURCES

For more information go to My Oracle Support (MOS), for the following documents:

• Oracle Fusion HRMS (US): Payroll Reconciliation (Document ID 2086251.1)

• Oracle Fusion HRMS (US): End-of-Year Processing (Document ID 1944400.1)

You can also find the appropriate help topics on the Help Portal:

• Employee Active Payroll Balance Report

• Reconciling Employee Balances for the US: Examples

DISPLAY ACCRUAL BALANCES ON EMPLOYEE CHECKS

Employee check stubs now include accrual balances, enabling them to view their hours accrued and hours remaining for each accrual plan.

STEPS TO ENABLE


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Refer to Appendix D of the Setting Up Absence Elements for Oracle Fusion Absence Management white paper for instructions on how to configure the employee payslip to display accrual balances.

KEY RESOURCES

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

• Configuring Oracle Fusion Absence Management for the US and Canada for Release 10 (Document 2102835.1).

AUTOMATICALLY SYNCHRONIZE EMPLOYEE WITHHOLDING CERTIFICATES WITH HR LOCATION CHANGES

You can now automatically update the Employee Withholding Certificate whenever you make location-specific changes on the employee’s definition. When you make a change to the employee’s work location, the following values on the tax card are automatically updated:

• State for unemployment calculation

• State for disability calculation

• Primary work location

New regional components are also created on the card based on appropriate changes you make to the following fields (such as changing the employee’s work state):

• Home address or resident tax address

• Work-at-home status

These synchronization actions occur automatically, unless you have manually disabled them. If that is the case, use the Synchronize Calculation Cards ESS job from the Payroll Checklists work area to synchronize all employees’ HR data to their tax cards.

STEPS TO ENABLE



This synchronization happens automatically. You can manually disable automatic synchronization, but if you do so, you are responsible for tracking any changes you make to your employee HR data and manually updating the Employee Withholding Certificates appropriately. Alternately, you can use the Synchronize Calculation Cards ESS job from the Payroll Checklists work area to synchronize all employees’ HR data to their tax cards.

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To disable automatic synchronization:

1. Start the Manage Payroll Process Configuration task. 2. Set the Create DIR Card Create DIR Card using Global UI parameter to “HRSYNCDISABLE”.

Remove this process parameter value once you are ready for the automated changes to start again.

NOTE: The synchronization functionality is not available when the Manage Features by Country or Territory Extension Parameter setting is Human Resources or None.

INCLUDE RESIDENT AND NONRESIDENT CITY AND COUNTY TAX BALANCES ON PERIODIC TAX FILING

You can now include resident and nonresident balances for cities and counties in your third-party periodic tax filing. These balances are used by local tax filings that require resident and nonresident wages and taxes to be reported separately. For a given jurisdiction, the periodic interface file passes these balances on multiple rows. For example, a tax code of OH0952490CITY would represent the nonresident wages and taxes for Toledo, Ohio. A tax code of OH0952490CITYR would represent the resident wages and taxes for Toledo, Ohio.

STEPS TO ENABLE


REFINED DATA SELECTION FOR W-2 EMPLOYEE REPORT

You can now further refine the year-end data you use for generating employee Forms W-2. Use the new optional Payroll Statutory Unit field to limit the scope of employee information captured by the Run W-2 Employee Report process. Also, Tax Reporting Unit is now an optional field.

Parameter Details

STEPS TO ENABLE


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Use the Tax Reporting Unit field to run this process against a specific TRU.

Use the Payroll Statutory Unit field to run this process against all TRUs belonging to a PSU.

To run this process against all TRUs in all PSUs, leave both fields blank.

KEY RESOURCES

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

• Oracle Fusion Human Capital Management (US): End-of-Year Processing (Document ID: 1944400.1)

DEFAULT CHECK NUMBERING FOR US SIMPLIFIED PAYROLL CYCLE FLOW

We have made it easier to produce checks for your payroll runs. The US Simplified Payroll Cycle now follows these rules to assign sequential check numbers:

• By default, they now automatically start with the next sequential check number based on the last number generated by a previous run. This applies across all US legislative data groups.

• When running the simplified flow for the first time in a new environment, it starts with check number 1.

• You can still use the Start Check Number parameter to specify a specific starting number for a run.

STEPS TO ENABLE


FORM W-2 BOX 20 ENHANCEMENT FOR OHIO EMPLOYEES

We have enhanced the W-2 Employee Report process for Ohio employees, so it now includes the school district name and number in Box 20.

STEPS TO ENABLE


KEY RESOURCES


• Oracle Fusion Human Capital Management (US): End-of-Year Processing (Document ID: 1944400.1)

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WAGE BALANCE ENHANCEMENT FOR PERIODIC TAX FILING

We have enhanced the third-party periodic tax filing process to include wage balances even when there is no tax liability. Regardless whether tax is withheld, the third-party periodic tax file includes gross, subject, and taxable wages.

STEPS TO ENABLE


KEY RESOURCES


• Payroll Third-Party Tax Filing Interface (Document ID 1594079.1)

AUTOMATICALLY UPDATE EMPLOYEE WITHHOLDING CERTIFICATES FOR REHIRES AND ASSIGNMENT CHANGES

You can now automatically update the Employee Withholding Certificate whenever you rehire an employee or add a secondary assignment.

• If the secondary assignment is in the same TRU as the primary assignment, the association for the secondary assignment is created on the primary tax card.

• If a person is rehired into the same TRU as before, the existing tax card is used.

• If a person is rehired into a different TRU, no association is created.

In addition, TRU data association is created only if the TRU can be uniquely derived.

STEPS TO ENABLE



The synchronization functionality is not available when the Manage Features by Country or Territory Extension Parameter setting is Human Resources or None.

INCLUDE PROVIDER-SPECIFIC FIELDS ON THE THIRD-PARTY QUARTERLY TAX FILING INTERFACE

When using the Third-Party Tax Filing interface, you can now provide additional information required by ADP on your quarterly extracts. The quarterly extract now includes the employee’s current home address.


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For Indiana employees, it also includes a 3-digit location reporting code. Specify this code through the Employer Unit Number field under the United States State Unemployment Reporting Information section of the Manage Locations task.

For Vermont employees, it includes a part-time status. Specify a part-time status in the Assignment Category field using the Manage Employment task.

STEPS TO ENABLE



Populate the Indiana location reporting code on the work location if you are assigned a single enterprise filing status by the Indiana Department of Workforce Security or if you elected to report multiple locations with the Indiana DWS.

A Vermont employee is considered part-time if they work less than 35 hours per week.

KEY RESOURCES



SET SUI WAGE LIMIT OVERRIDES FOR ELIGIBLE EMPLOYERS

If you are an eligible employer, you can set a SUI wage limit override as specified by your state tax authority.

To set the new value:

1. Start the Manage Calculation Value Definitions task. 2. Search for and select the <state name> State Unemployment Insurance Tax Employer Wage

Limit value definition. 3. In the Calculation Values region, add a new row. 4. Specify the override, and submit.

STEPS TO ENABLE



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Ensure you have run the Load Payroll Tax information process to see the latest data in Manage Calculation Value Definitions. The override is at the legislative data group (LDG) level and applies to any tax reporting units defined in that LDG.

SPECIFY COMPANY ENTRY DESCRIPTIONS FOR EFT PAYMENTS

You can now provide a company entry description when generating electronic funds transfers (EFTs). Use the new field to provide your own description on the direct deposit file.

When running the Make EFT Payments process, specify this value in the Company Entry Description field:

This field is optional. If you leave it blank, the EFT process uses Dir Dep as the default.

STEPS TO ENABLE


ADDITIONAL THIRD-PARTY PERIODIC TAX FILING AUDITING

You can now improve your third-party periodic tax filing reconciliation through the use of a new audit report. This new report includes employee balance details by tax code. This report is delivered as output of the extract process. It is a pipe-delimited text file, which you can import into Microsoft Excel.

STEPS TO ENABLE


KEY RESOURCES




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PAYROLL BATCH LOADER ENHANCEMENTS FOR INVOLUNTARY DEDUCTIONS

We have made it easier for you to perform mass updates to your employees’ Involuntary Deductions cards. When running the payroll batch loader, you can now specify the following actions:

Action Description Correct Corrects existing component details and overrides as of the specified date. Update Updates the component details and overrides as of the specified date. Enddate End dates the component, component details, and their overrides as of the specified date.

STEPS TO ENABLE



Correct mode creates the card and card components if one does not already exist for the employee.

KEY RESOURCES


• Fusion US Payroll: How To Load Involuntary Deductions via Payroll Batch Loader (Document ID: 2022585.1).

W-2 EMPLOYEE REPORT ENHANCEMENTS

We have made it easier for you to manage your employee Form W-2 printing and distribution. The new Employee Inclusion parameter on the Run W-2 Employee Report process allows you to specify active employees, terminated employees, or both. Use this in cases where you want to segregate active and terminated employee print runs to facilitate mailing.

STEPS TO ENABLE



The W-2 Employee Report generates a printed copy for terminated employees irrespective of their elected print preference.

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KEY RESOURCES


• Oracle Fusion Human Capital Management for United States: End of Year Processing (Document ID: 1944400.1).

W-2 REGISTER REPORT ENHANCEMENTS

We have made it easier for you to perform your year-end payroll data reviews through enhanced W-2 Register reporting.

The Run W-2 Register process can now produce its Employee Detail Report in multiple formats. This includes a pipe-delimited format that can be easily imported into a spreadsheet. Use the Create Employee Detail Report field to specify the format you desire:

STEPS TO ENABLE



The W-2 Register Totals report now includes metrics for how many employees will receive a W-2, how many requested online copies, and the number of paper copies to be generated.

KEY RESOURCES


• Oracle Fusion Human Capital Management for United States: End of Year Processing (Document ID: 1944400.1)

THIRD-PARTY QUARTERLY TAX FILE ENHANCEMENTS

We have made it easier for you to accurately perform your quarterly tax filing through a third-party provider. The Third-Party Quarterly Tax Filing extract now includes the following:

• Your employee’s date of birth

• For Philadelphia tipped employees, two new balances for reporting wages from which no city tax was withheld:

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o City Uncollected Tax Tip Wages Nonresident

o City Uncollected Tax Tip Wages Resident

These balances should report all uncollected tax wages and not just tipped wages.

STEPS TO ENABLE



For employees who work in Philadelphia and earn tips with no city tax withheld, before you can generate your tax file, you must perform balance adjustments on the two new balances:

• City Uncollected Tax Tip Wages Nonresident

• City Uncollected Tax Tip Wages Resident

KEY RESOURCES


• Oracle Fusion Human Capital Management for United States: Third-Party Tax Filing Interface (Document ID: 1594079.1)

• Oracle Human Capital Management for the US: Balance Adjustments white paper (Document ID: 1600728.1)

NEW START-OF-YEAR ESS PROCESS FOR YEAR BEGIN

As part of your year-begin activities, you can now automatically review all employees living and working in Indiana and update their tax cards with the correct county information. The new Run Start of Year Process checks your employees’ work and residence information and then updates their Employee Withholding Certificates with the county as of January 1. It also provides a pipe-delimited audit file for verification purposes.

Run this process from the Checklists work area before you run the first payrolls of the calendar year.

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STEPS TO ENABLE


KEY RESOURCES


• Oracle Fusion Human Capital Management for United States End-of-Year Processing (Document ID: 1944400.1)

PA ACT 32 SUPPORT FOR EMPLOYEE W-2 AND W-2 REGISTER REPORTS

You can now capture the appropriate Pennsylvania tax collection district (TCD) codes on the W-2s of eligible employees. For employees working in jurisdictions subject to PA Act 32, when you run the Run W-2 Employee Report process, their Form W-2s now include the TCD code in Box 20.

Additionally, when you run the Run W-2 Register process, the register report also includes the TCD codes.

STEPS TO ENABLE

Before your W-2 reports can display this information, you must ensure the archive has captured it. If you ran the Archive End-of-Year Payroll Results prior to the STAT2 patch, you must:

1. Rollback the archive for any tax reporting units with Pennsylvania employees. 2. Run the Synchronize Calculation Card ESS job in “Synchronize Pennsylvania Tax District mode.

This updates the run results to capture the TCD and PSD codes. 3. Rerun the Archive End-of-Year Payroll Results process.

KEY RESOURCES


• Oracle Fusion Human Capital Management for United States End-of-Year Processing (Document ID: 1944400.1)



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GLOBAL PAYROLL INTERFACE

Oracle Fusion Global Payroll Interface allows you to extract details from HCM, such as earnings and deductions, to send to a third-party payroll provider. You can also import processed payroll data, including payslips, from your payroll provider.

NEW COUNTRY EXTENSIONS IN GLOBAL PAYROLL INTERFACE EXTRACT DEFINITION

We have enhanced the Global Payroll Interface extract definition to support the following country extensions: Australia, the Netherlands, and the United States. When you copy this predefined extract definition for a legislative data group in one of these countries, your copy includes country-specific fields as well as the refined global attributes. For example, the extract includes country-specific fields from calculation cards.

NOTE: Use the Global Payroll Interface extract in other countries that support Payroll Interface too, but the extract contains no country-specific fields for other countries. Use the Manage Features by Country or Territory task to see which countries support Payroll Interface.

STEPS TO ENABLE



You must first select the Payroll Interface option for the country using the Manage Features by Country or Territory task. Then follow the implementation steps outlined in the implementation white paper for that country.

KEY RESOURCES

For more information about the Global Payroll Interface extract definition and selecting the Payroll Interface option for your country, go to Applications Help for the following topics:

• Global Payroll Interface Extract Definition

• Selecting Country Extensions: Critical Choices

• Creating a Payroll Interface Report from a Copy: Worked Example Selecting Country Extensions: Critical Choices

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IMPORT OF THIRD-PARTY PAYROLL PROCESSED DATA AND PAYSLIPS

Import three new categories of data from third-party payroll providers using HCM Data Loader:

• Processed payroll data, such as net pay, general ledger account codes, cost center codes, depending on the practices of your payroll provider

• Notification messages, such as confirmation of number of transactions received or processed, or warning information

• Payslips, for example in PDF format

Import data on a periodic basis for reporting. Each import record is associated with a master record that must specify a payroll name and payroll period. Imported data such as balances are stored in an inbound table. Imported payslips are stored as documents of record.

Report on the imported data using reporting methods such as Oracle Fusion Transactional Business Intelligence or HCM Extracts. Use the following new subject area and facts to report on the data in Oracle Fusion Transactional Business Intelligence:

• Subject area: Payroll Interface Inbound Record – Real Time

• Facts: Payroll Interface Inbound Records and Payroll Interface Inbound Record Information

Employees can view imported payslips in My Portrait or in the Personal Information work area.

Configure the Payroll Interface Inbound Record extensible flexfield to capture the data you want to import. The following contexts and segments are provided, but you can add your own.

Context Segments

Absence Information Absence Name Absence Balance Absence Unit Absence Unit of Measure Absence Message

Message Information Message Type Message Text Message ID Outbound File Name Outbound File Received Date

Payment Information Bank Name Branch Name Branch Number IBAN Account Name Account Number Amount

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Context Segments

Currency Payment Type Check Number Payment Date Payroll Run Type Payroll Run Sequence

Payroll Information Element Classification Element Name Current Amount Quarter-to-Date Amount Year-to-Date Amount Currency General Ledger Credit Account General Ledger Debit Account Cost Center

Third-Party Payslip Net Payment Payslip View Date

The Payroll Interface Inbound Record EFF

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Associated Contexts for the Inbound Interface

STEPS TO ENABLE

Review the Payroll Interface Inbound Record extensible flexfield to ensure that it captures the data you want to import from your payroll provider.

1. In the Setup and Maintenance work area, search for and select the Manage Extensible Flexfields task.

2. Search for the Payroll Interface Inbound Record extensible flexfield. 3. Select Edit from the Actions menu. 4. Select the Inbound Record category to review the category details, such as the contexts. 5. Click Manage Contexts and search for any contexts you want to review in more detail, such as

Leave Information. 6. Select Edit from the Actions menu. 7. Review the context-sensitive segments for your selected context. Edit the segments or add

more segments, if required. 8. When you have added any segments or contexts that you require and associated any new

contexts with the flexfield, save and deploy the flexfield.

Also, please see Role Information below for possible additional steps.

ROLE INFORMATION

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

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Aggregate Privilege Name and Code Job Role Manage Payroll Interface Inbound Records ORA_HRY_PAYROLL_INTERFACE_INBOUND_RECORD

Payroll Coordinator


Use the Initiate Data Load task in the Data Exchange work area to generate a template file for the Payroll Interface Inbound Record business object. You upload this data file (.dat) as a compressed zip file. To load payslips as document of record attachments, place the payslips in the BlobFiles folder within your zip file. Use the File Import and Export task to upload the zip file to the WebCenter Content server. Use the Import and Load Data task in the Data Exchange work area to load the data.

KEY RESOURCES


• Extensible Flexfields: Explained

• Flexfield Deployment: Explained

For full instructions on data loading, go to My Oracle Support (MOS) for the following document:

• HCM Data Loader User’s Guide (Document ID 1664133.1)


https://support.oracle.com/epmos/faces/DocumentDisplay?id=1664133.1

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COUNTRY SUPPORT FOR PAYROLL INTERFACE

The following features are available for countries to support the countries specific payroll needs:

AUSTRALIA

GLOBAL PAYROLL INTERFACE SUPPORT FOR AUSTRALIA

The global payroll interface now supports Australian-specific requirements. The extract definition includes both global fields and country-specific fields for Australia, including employee’s tax declaration and superannuation contribution information. Use the XML output as a basis for sending data to third-party payroll providers.

To view the Global Payroll Interface:

1. Select the Manage Extract Definitions task in the Data Exchange work area. 2. Specify an AU legislative data group. 3. Select Payroll Interface in the Type field.

Global Payroll Interface Search Criteria

4. Click Search. 5. In the Search Results, select Global Payroll Interface. 6. Select Global Payroll Interface in the search result. 7. Click on the Copy icon 8. Specify a name for the interface in the popup.

STEPS TO ENABLE

Ensure Payroll Interface has been set to Selected Extension for Australia in the Manage Features by Country or Territory page.

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KEY RESOURCES

For more information about the Global Payroll Interface extract definition, go to Applications Help for the following topics:


• Creating Extract Definitions for Payroll Interface: Procedure


TAX FILE NUMBER 28 DAY ADJUSTMENT

Provides the ability to adjust the tax file number (TFN) of employees who have not provided their employer the TFN within 28 days after hire. Use the Manage 28 Days TFN Adjustment task from the Payroll Calculations or Administration work area to adjust the TFN. This task provides a list of employees that have not provided their TFN to the employer within 28 days after hire.

To manage an employee's TFN:

1. Start the Manage 28 Day TFN Adjustment task from the Payroll Calculations work area or Administration Work Area.

2. Enter the Effective Date. This is a mandatory field that defaults to current date. By default, employees whose 28-day period ends on or before this date is retrieved for TFN adjustment.

3. Select the Employee Type from the single select choice list. 4. Select a Legislative Data Group. If there is only one Legislative Data Group defined in the

application, it is selected by default. 5. Select a Tax Reporting Unit (TRU). To search all TRU, leave blank. 6. Select a Payroll. To search all payrolls, leave blank. 7. Click Search to see the list of employees for each TFN Code and employee status. 8. To edit the TFN Code of an employee, open the calculation card of the employee and update the

information.

STEPS TO ENABLE


ROLE INFORMATION

You need to add security privileges to relevant job roles to use this feature. This table identifies the required aggregate privilege and suggests a target job role. You can add the privilege to different roles if you prefer.

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Aggregate Privilege Name and Code Job Role Manage Australian 28 Day TFN Adjustment ORA_HRX_AU_MANAGE_28DAY_ADJUSTMENT

Payroll Manager

FRANCE

LEGAL REPORTING: WORK CERTIFICATE

To record that the employee has an extension of their health coverage and benefits, capture the following additional information in the Pension and Welfare calculation card:

• Start date of health coverage maintenance

• End date of health coverage maintenance

When you enter the start date of the health coverage, the same is displayed in the Work Certificate as follows:

‘In application of L.911-8 Social Security code, this employee benefits maintenance of Health and Welfare coverage for 12 months after his termination. Guarantees remain identical.’

Work Certificate


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STEPS TO ENABLE

There are no steps necessary to enable this feature. When you terminate an employee, the Work Certificate displays this information.

PAYROLL DATA VALIDATION REPORT

Run the Payroll Data Validation Report to generate a list of workers with missing or noncompliant payroll data. Apart from the existing validations, the following new validations are added to check for:

• AGIRC and ARRCO

• CPN

Payroll Data Validation Report Showing Results for the New Validations

STEPS TO ENABLE

There are no steps necessary to enable this feature. Run the Worker Data Validation Report from the Payroll Checklist work area.


Specify the legal employer and the effective date to run the report.

KEY RESOURCES

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

• Payroll Data Validation Report for France

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IRELAND

BALANCE EXCEPTION REPORT

Use this report to identify variations for the Irish balance values that might indicate potential over payments or underpayments, and validate payroll runs for diagnostic purposes. Specify the report definition by selecting the balances that must be tracked by the report and the variant values.

STEPS TO ENABLE

There are no steps necessary to enable this feature. Run this report from Payment Distribution work area or Payroll Checklist work area.

KEY RESOURCES

For more information about these reports, go to Application Help, for the following topic:

• Balance Exception Report: Explained

THE NETHERLANDS

GLOBAL PAYROLL INTERFACE SUPPORT FOR THE NETHERLANDS

Facilitate third-party payroll processing for the Netherlands through the global payroll interface. The extract definition creates XML output that is transformed to a standardized XML structure and published and version controlled using XSL templates in the BI Publisher. Use this to create a data file to send data to third-party payroll providers, enabling them to process their payroll and deliver Dutch statutory reports, such as the wage report.

When you copy this predefined extract definition for a Dutch legislative data group, your copy includes refined global attributes as well as Dutch-specific fields that include:

• Tax information, including the TRU, employee tax code and other standard-rate tax information, and also special-rate tax information, including the previous year’s income, individual tax rate, and whether the beneficial rule applies.

• Social insurance information, including the sector risk fund and social insurance funds, such as ZW and ZWW, and whether the employee works 5 days a week or less for social insurance and tax purposes.

• Subsidies and discounts that apply to the employee, including the wage tax discount, employer discounts, and holiday coupons.

• Contract type, employment type code, influence code, temporary worker labor code and other information required for wage reporting.

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Global Payroll Interface


1. Select the Manage Extract Definitions task in the Data Exchange work area. 2. Specify a NL legislative data group. 3. Select Payroll Interface in the Type field.


4. Click Search. 5. In the Search Results, select Global Payroll Interface. 6. Select Global Payroll Interface in the search result.

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7. Click on the Copy icon 8. Specify a name for the interface in the popup.

STEPS TO ENABLE


KEY RESOURCES





THE UNITED STATES

THIRD-PARTY INVOLUNTARY PAYMENT INTERFACE INITIAL EXTRACT

Business outsourcing solutions providers such as ADP can perform garnishment and third-party payment processing for their customers. Oracle Fusion Human Capital Management for the US provides an involuntary payment interface for customers who choose to use such a third-party provider. Before you can begin using this interface with ADP Money Movement, you must extract your historical data and establish a baseline with ADP.

To generate the initial extract, run the Third-Party Involuntary Deductions Initial Extract process from the Payment Distribution work area.

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Third-Party Involuntary Deductions Initial Extract process

STEPS TO ENABLE



Before you can generate the initial extract, you must ensure you have properly configured organizations, employee definitions, third-party payees, and involuntary deductions.

KEY RESOURCES

For more information on third-party payments, refer to My Oracle Support (MOS) for the following document:

• Oracle Fusion Human Capital Management for the US Third-Party Involuntary Payment Interface (Document ID 2043941.1)

GLOBAL PAYROLL INTERFACE SUPPORT FOR THE UNITED STATES

The global payroll interface now supports US-specific requirements. The extract definition includes both global fields and country-specific fields for the United States, including information from the employee’s withholding certificate. Use the XML output as a basis for sending data to third-party payroll providers.


1. Select the Manage Extract Definitions task in the Data Exchange work area. 2. Specify a US legislative data group. 3. Select Payroll Interface in the Type field.


4. Click Search. 5. In the Search Results, select Global Payroll Interface. 6. Select Global Payroll Interface in the search result.

https://support.oracle.com/epmos/faces/SearchDocDisplay?_adf.ctrl-state=15noebhl91_4&_afrLoop=322499077057939#WP_ABSTRACT

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7. Click on the Copy icon 8. Specify a name for the interface in the popup.

STEPS TO ENABLE


KEY RESOURCES





INCLUDE PROVIDER-SPECIFIC FIELDS ON THE THIRD-PARTY QUARTERLY TAX FILING INTERFACE

When using the Third-Party Tax Filing interface, you can now provide additional information required by ADP on your quarterly extracts. The quarterly extract now includes the employee’s current home address.

For Indiana employees, it also includes a 3-digit location reporting code. Specify this code through the Employer Unit Number field under the United States State Unemployment Reporting Information section of the Manage Locations task.

For Vermont employees, it includes a part-time status. Specify a part-time status in the Assignment Category field using the Manage Employment task.

STEPS TO ENABLE



Populate the Indiana location reporting code on the work location if you are assigned a single enterprise filing status by the Indiana Department of Workforce Security or if you elected to report multiple locations with the Indiana DWS.

A Vermont employee is considered part-time if they work less than 35 hours per week.

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KEY RESOURCES



ADDITIONAL THIRD-PARTY PERIODIC TAX FILING AUDITING

You can now improve your third-party periodic tax filing reconciliation through the use of a new audit report. This new report includes employee balance details by tax code. This report is delivered as output of the extract process. It is a pipe-delimited text file, which you can import into Microsoft Excel.

STEPS TO ENABLE


KEY RESOURCES





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WORKFORCE REWARDS TRANSACTIONAL BUSINESS INTELLIGENCE

Oracle Fusion Transactional Business Intelligence is a real time, self service reporting solution offered to all Oracle® Fusion application users to create ad hoc reports and analyze them for daily decision-making. Oracle 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 employee benefits.

NEW SUBJECT AREA: PAYROLL - USER-DEFINED TABLES REAL TIME

Manage user defined tables using a new subject area called Payroll - User-Defined Tables Real Time. This new subject area enables you to report on the user defined tables that you create using the Manage User-Defined Tables task in Oracle Fusion Payroll. Report on all information that is defined for each user defined table.

STEPS TO ENABLE


ROLE INFORMATION

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


Transaction Analysis Duty Role Job Role Payroll Transaction Analysis Duty FBI_PAYROLL_TRANSACTION_ANALYSIS_DUTY

Payroll Manager

NEW SUBJECT AREA: PAYROLL - PAYROLL INTERFACE INBOUND RECORDS REAL TIME

Streamline your payroll data processing using a new subject area called Payroll - Payroll Interface Inbound Records Real Time. This new subject area enables you to report on the payroll data that is processed by third-party vendors. Report on inbound payroll interface information such as payroll name, payments, earnings, deductions, messages, and batch information.


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STEPS TO ENABLE


ROLE INFORMATION

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


Transaction Analysis Duty Role Job Role Payroll Interface Transaction Analysis Duty FBI_PAYROLL_INTERFACE_TRANSACTIONAL_ANALYSIS_DUTY

Payroll Coordinator

NEW FIELDS FOR ORACLE TRANSACTIONAL BUSINESS INTELLIGENCE (OTBI)

The following new benefits fields are now available for reporting in OTBI:

• Suspended

• Required

• Action Type Name

• Due Date

• Completion Date

• Enrollment Coverage Start Date

• Enrollment Coverage Through Date

• Received Date

• Denied Date


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New OTBI Reporting Fields in a Sample Report

STEPS TO ENABLE


ENHANCED ATTRIBUTE: DISPLAYED INPUT VALUE IN PAYROLL ELEMENT ENTRIES REAL TIME

Simplify payroll reporting using the Displayed Input Value attribute in the Element Entry Value dimension under Payroll - Element Entries Real Time. This attribute now displays the Description value in reports.

STEPS TO ENABLE


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