Oracle Global Human Resources Cloud Release 9 RCD · PDF fileSee What's Coming in Oracle Global Human Resources Cloud ... Reordered and Renamed Security Setup Tasks ... Canada: Tax

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See What's Coming in Oracle Global Human Resources Cloud

Release 9

Release Content Document

March 2015 Revised: January 2016

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TABLE OF CONTENTS

REVISION HISTORY .................................................................................................................................................. 7 HCM COMMON FEATURES ..................................................................................................................................... 12

HCM Data Loader ......................................................................................................................................... 12 Flexible Pipe-Delimited File Format ............................................................................................................................ 12 Secure Data Transfer ................................................................................................................................................. 12 Automated or User Managed Processing ................................................................................................................... 12 Status and Error Reporting ........................................................................................................................................ 13 Flexible Key Support .................................................................................................................................................. 13

HCM Extracts ................................................................................................................................................ 13 Deliver Extracts Using HCM Connect .......................................................................................................................... 13 Control Data Group Connections ............................................................................................................................... 13 Choose Extract Modes ............................................................................................................................................... 13

RESTful Services for HCM .............................................................................................................................. 14 Supported Resources ................................................................................................................................................ 14 Atom Feeds ............................................................................................................................................................... 14

Payroll .......................................................................................................................................................... 14 Element Entry Costing ............................................................................................................................................... 14 Payroll Definition: Planned Submission Date .............................................................................................................. 14 Personal Payment Method Currency .......................................................................................................................... 15 Expanded Batch Loader Support ................................................................................................................................ 15

Payroll Interface ........................................................................................................................................... 15 Simplified Element Template for Earnings Elements ................................................................................................... 15 More Options for Changed Records in the Global Payroll Interface Report .................................................................. 15

Profiles ......................................................................................................................................................... 16 Approvals Based on Content Types ............................................................................................................................ 16

ORACLE FUSION APPLICATIONS SECURITY................................................................................................................... 17 Single Console ........................................................................................................................................................... 17 Assisted Search ......................................................................................................................................................... 17 Visualization.............................................................................................................................................................. 17 Navigator Simulation ................................................................................................................................................. 17 Copy Roles ................................................................................................................................................................ 17 Compare Roles .......................................................................................................................................................... 18 Certificates................................................................................................................................................................ 18 Reports ..................................................................................................................................................................... 18

ORACLE FUSION ABSENSE MANAGEMENT .................................................................................................................. 19 Ability to Use Absence Reason to Validate Absence Entries ........................................................................................ 19

ORACLE FUSION BENEFITS ...................................................................................................................................... 20 Life Event Collapsing Rules......................................................................................................................................... 20 Separate Steps to Manage Contacts and Designations in Self-Service Enrollment ........................................................ 20 Dependent Original Coverage Start Date .................................................................................................................... 20 New Field to Support the US Affordable Care Act (ACA).............................................................................................. 20 New Fields to Support 1094-C and 1095-C for Compliance with US Affordable Care Act (ACA) ..................................... 21 Benefit Extract Extension ........................................................................................................................................... 21

ORACLE FUSION COMPENSATION ............................................................................................................................. 22 Compensation Security Changes ................................................................................................................................ 22 Changes to Support Zero or No Values in Total Compensation Statements ................................................................. 22 New Oracle Fusion Transactional Business Intelligence Salary History Subject Area ..................................................... 23

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Filter Compensation Worksheet by Department ........................................................................................................ 23 ORACLE FUSION GLOBAL HUMAN RESOURCES ............................................................................................................ 24

Areas of Responsibility .............................................................................................................................................. 24 Calendar Event Coverage Below Country ................................................................................................................... 24 Role-Delegation Enhancements ................................................................................................................................. 24 Reordered and Renamed Security Setup Tasks ........................................................................................................... 24 Disable an Extract ...................................................................................................................................................... 25 Validate Extract Design and Delivery .......................................................................................................................... 25 Tab Context Error Message in Person Management Work Area Modified ................................................................... 25 Corrected Display of Phones with Extensions ............................................................................................................. 25 Prevent Termination of Manager with Direct Reports................................................................................................. 25 Compress Data Files and Deliver to Oracle WebCenter Content .................................................................................. 25

ORACLE FUSION GLOBAL PAYROLL............................................................................................................................ 26 Manage Elements: Proration Enhancements .............................................................................................................. 26 Payroll Data Validation Report ................................................................................................................................... 26 Manage Balance Exception Enhancements................................................................................................................. 26 Expansion of Retroactive and Pro-Rated Payroll Calculations ...................................................................................... 26 Batch Loader Support for Adding a Personal Payment Method with a Bank Account in a Different Country to the Employee’s Hiring Counrty ........................................................................................................................................ 27 Payroll Parameter Optional in Payroll Reports ............................................................................................................ 27 Parameter to Report Year-to-Date Balance Value ....................................................................................................... 27 Summary of Balances ................................................................................................................................................ 27 Support for International Payments ........................................................................................................................... 27 Consolidation Group Parameter ................................................................................................................................ 27 Payroll Support at Assignment Level for Element Eligibility ......................................................................................... 27 Report Year-to-Date Summary ................................................................................................................................... 28 Support for Sharing Bank Accounts ............................................................................................................................ 28 Batch Loader Support for Batch Balance Adjustments ................................................................................................ 28

ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR AUSTRALIA .................................................................................. 29 Trade Support Loan Support ...................................................................................................................................... 29

ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR CANADA ..................................................................................... 30 Payment Methods ..................................................................................................................................................... 30 Deduction Element Template .................................................................................................................................... 30 Payroll Calculations ................................................................................................................................................... 30 Balance View............................................................................................................................................................. 30 Payroll Archive .......................................................................................................................................................... 30 Payslip ...................................................................................................................................................................... 30 Report on Hirings ...................................................................................................................................................... 30 Involuntary Deduction Element Template .................................................................................................................. 31 Cheque Advice .......................................................................................................................................................... 31 Workers’ Compensation ............................................................................................................................................ 31 Provincial Medical ..................................................................................................................................................... 31 Record of Employment .............................................................................................................................................. 31 Direct Deposit ........................................................................................................................................................... 32 Upload Calculation Card Details ................................................................................................................................. 32 Involuntary Deductions: Wage Basis Rules ................................................................................................................. 32 Involuntary Deductions: Percentage of Net Rules ....................................................................................................... 32 Tax Balances for Prior Contributions .......................................................................................................................... 32 Record of Employment Exception Report ................................................................................................................... 32

ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR CHINA ........................................................................................ 33 New Contribution Type Field In Payroll for Social Security Management ..................................................................... 33 Validation Reports ..................................................................................................................................................... 33

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Years of Service Calculation Rule by Territory for Tax Calculation on Severance Payments........................................... 33 ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR FRANCE....................................................................................... 34

Worker Data Validation Report .................................................................................................................................. 34 Legal Reporting: Social Report ................................................................................................................................... 34

ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR GERMANY ................................................................................... 35 Worker Data Validation Report .................................................................................................................................. 35

ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR INDIA ......................................................................................... 36 Nomination Information ............................................................................................................................................ 36

ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR KUWAIT ...................................................................................... 37 Introduction of the Unified Law of Insurance Protection Extension ............................................................................. 37 Statutory Reporting: Report 103 – New Hires and Terminations ................................................................................. 37 Statutory Reporting: Report 56 – Commencement and Termination of Additional Contributions ................................. 37 Proration .................................................................................................................................................................. 37 Retroactive Pay ......................................................................................................................................................... 37 Gratuity Calculation Enhancement ............................................................................................................................. 37 Disabled Workers Report ........................................................................................................................................... 37 Payroll Interface Support ........................................................................................................................................... 38 Global Reports .......................................................................................................................................................... 38

ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR MEXICO ...................................................................................... 39 Organization Data Capture ........................................................................................................................................ 39 Person and Employment ........................................................................................................................................... 39

ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR SAUDI ARABIA .............................................................................. 40 Introduction of the Unified Law of Insurance Protection Extension ............................................................................. 40 Payroll Interface Support ........................................................................................................................................... 40 Proration .................................................................................................................................................................. 40 GOSI Calculations for Employees Between 60 and 65 Years of Age ............................................................................. 40 Global Reports .......................................................................................................................................................... 40

ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR SWITZERLAND .............................................................................. 41 Payroll Interface Support ........................................................................................................................................... 41 Document of Records ................................................................................................................................................ 41

ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR THE UNITED ARAB EMIRATES ........................................................... 42 Introduction of the Unified Law of Insurance Protection Extension ............................................................................. 42 Statutory Reporting: Monthly Contributions Government Sector Report .................................................................... 42 Proration .................................................................................................................................................................. 42 Retroactive Pay ......................................................................................................................................................... 42 Civil Registration Number .......................................................................................................................................... 42 Payroll Interface Support ........................................................................................................................................... 42 Global Reports .......................................................................................................................................................... 43

ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR THE UNITED KINGDOM ................................................................... 44 Court Order Types ..................................................................................................................................................... 44 Court Order Overrides and Adjustments .................................................................................................................... 44 Court Order Arrears Processing ................................................................................................................................. 44 Court Order Fees ....................................................................................................................................................... 44 Court Order Validation on Entry................................................................................................................................. 44 Court Order Third Party Payment Support.................................................................................................................. 45 Student Loans ........................................................................................................................................................... 45 Pensions Automatic Enrolment .................................................................................................................................. 45 Legislative and Budget Changes ................................................................................................................................. 45 Global Reports .......................................................................................................................................................... 45 P45 ........................................................................................................................................................................... 46 Start of Year .............................................................................................................................................................. 46

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Real Time Information (RTI) – Legislative Updates and Additional Data Capture .......................................................... 46 Full Payment Submission (FPS) Process ...................................................................................................................... 46 Employer Payment Summary (EPS) Process................................................................................................................ 46 National Insurance Number Verification Request (NVREQ) Process............................................................................. 46 National Insurance Number Verification Reply (NVREP) Process ................................................................................. 47 Employer Alignment Submission (EAS) Process .......................................................................................................... 47 RTI Initialization Process ............................................................................................................................................ 47 Statutory Payments Balances..................................................................................................................................... 47 Tax Code Validation Legislative Update ...................................................................................................................... 47 DEO Payment Schedule ............................................................................................................................................. 47

ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR THE UNITED STATES ....................................................................... 48 Roth 401 (k) and Roth Catch-up ................................................................................................................................. 48 Employee W-2........................................................................................................................................................... 48 W-2 Register ............................................................................................................................................................. 48 New Hire Electronic Report ....................................................................................................................................... 48 EEO-1 Establishment Electronic Report ...................................................................................................................... 48 VETS-100 and VETS-100A Establishment Electronic Report ......................................................................................... 48 New Jersey Family Leave Insurance ........................................................................................................................... 49 W-4 Data Entry for States That Don’t Follow Federal .................................................................................................. 49 Employee Earnings Distribution Overrides ................................................................................................................. 49 Supplemental Taxation Override for California ........................................................................................................... 49 Batch Loader Support for Involuntary Deduction Cards .............................................................................................. 49 Employee Count Derivation for Third-Party Periodic Tax Extract ................................................................................. 49 US Legislative Data Fields Available for Oracle Transactional Business Intelligence (OTBI) ........................................... 49 Batch Loader Support for Organization Calculation Cards ........................................................................................... 50 New Assignment Field to Support Affordable Care Act (ACA) ...................................................................................... 50 Date Validation for Manage Tax Withholding in Portrait ............................................................................................. 50 Full State Support for New Hire Reports ..................................................................................................................... 50 New Primary Classification for Employer Taxes .......................................................................................................... 50 Additional Output Options in BIP for Viewing US Payslip ............................................................................................ 50 Tax Rate Overrides for Puerto Rico ............................................................................................................................ 50 Puerto Rico Wage Basis Rules .................................................................................................................................... 50 Earnings Type for Involuntary Deduction Calculations ................................................................................................ 51 Portrait Withholding Certificate Displays Active Tax Reporting Units........................................................................... 51 Legal Employer Grouping for HR Reports ................................................................................................................... 51 Vets-4212 Report ...................................................................................................................................................... 51 User Defined Tax Support for Third-Party Periodic Tax Reporting................................................................................ 51 Puerto Rico Disposable Income Rules for Involuntary Deductions ............................................................................... 51 Company Entry Description Added to Make EFT Payments Process ............................................................................ 51 PA Act 32 Calculation Enhancements ......................................................................................................................... 52 Assignment Enhancements for Affordable Care Act Support ....................................................................................... 52 Contact Enhancements for Afforable Care Act Support............................................................................................... 52 Specify Print Preferences for Affordable Care Act Form 1095-C .................................................................................. 52 W-2c Archive............................................................................................................................................................. 52 W-2c Employee Report .............................................................................................................................................. 52

ORACLE FUSION TIME AND LABOR ............................................................................................................................ 53 Contingent Worker Time Entry and Administration .................................................................................................... 53 Enhanced Group Definition and Refresh .................................................................................................................... 53 Project List on Time Card Filtered by Project Team Member ....................................................................................... 53 Integrated Solution for Absence and Time Card Approvals ......................................................................................... 54 Row, Column, and Time Card Totals ........................................................................................................................... 54 Combined Projects and Payroll Time Card Layout ....................................................................................................... 54

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New Task to Analyze Rule Processing Details.............................................................................................................. 54 Enable Payroll Costing Overrides as Time Card or Calendar Time Entries ..................................................................... 54 Delivered Database Items for Fast Formula ................................................................................................................ 55 Oracle Transactional Business Intelligence (OTBI) Enhancements ............................................................................... 55

ORACLE FUSION TRANSACTIONAL BUSINESS INTELLIGENCE ............................................................................................. 56 Workforce Management – Vacancy Real Time ........................................................................................................... 56 Compensation – Salary History Details Real Time ....................................................................................................... 56 Expanded Worker Dimension Attributes .................................................................................................................... 56 Additional Work Relationship Real Time Attributes .................................................................................................... 57 Expanded Location Dimension Attributes ................................................................................................................... 57 Additional Employment Contract Details Attribute ..................................................................................................... 57 Expanded Position Dimension Attributes ................................................................................................................... 57 Additional Worker Assignment Event Real Time Metrics............................................................................................. 58 New Analyses ............................................................................................................................................................ 58 Oracle Business Intelligence Answers New Dimensionality Check Box ......................................................................... 58 Oracle Business Intelligence Answers – Improved Error Message................................................................................ 59 Oracle Business Intelligence Enterprise Edition – EFF Context Subfolder ..................................................................... 59

ORACLE FUSION WORKFORCE MODELING .................................................................................................................. 60 More Filtering Options .............................................................................................................................................. 60 Capture Salary Details ............................................................................................................................................... 60

ORACLE FUSION WORKFORCE REPUTATION MANAGEMENT ........................................................................................... 61 Subject Matter Expert Definition ............................................................................................................................... 61 Enhanced Search Feature .......................................................................................................................................... 61 Endorsements ........................................................................................................................................................... 61 Simplified Manager Self-Service User Interface .......................................................................................................... 61 Quick Reputation and Compliance Reports ................................................................................................................ 62

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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.

Date What’s Changed Notes 2/5/2016 Oracle Fusion Human Capital Management for the

United States: W-2c Archive Added feature information that was delivered in Update 2 (February).

2/5/2016 Oracle Fusion Human Capital Management for the United States: W-2c Employee Report

Added feature information that was delivered in Update 2 (February).

12/4/2015 Oracle Fusion Human Capital Management for the United States: Assignment Enhancements for Affordable Care Act Support

Added new feature information delivered in Update 12 (December).

12/4/2015 Oracle Fusion Human Capital Management for the United States: Contact Enhancement for Affordable Care Act Support


12/4/2015 Oracle Fusion Human Capital Management for the United States: Specify Print Preferences for Affordable Care Act Form 1095-C


9/23/2015 Oracle Fusion Human Capital Management for the United States: PA Act 32 Calculations Enhancements

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

9/23/2015 Oracle Fusion Human Capital Management for Canada: Record of Employment Exception Report

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

8/27/2015 Oracle Fusion Human Capital Management for Canada: Tax Balances for Prior Contributions

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

8/27/2015 Oracle Fusion Payroll: Payroll Support at Assignment Level for Element Eligibility

Added new feature information delivered in Update 8 (August).

8/27/2015 Oracle Fusion Payroll: Report Year-to-Date Summary

Added new feature information delivered in Update 6 (June).

8/27/2015 Oracle Fusion Payroll: Supports for Sharing Bank Accounts

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

8/27/2015 Oracle Fusion Payroll: Batch Loader Support for Batch Balance Adjustments


7/31/2015 Oracle Fusion Benefits: New Field to Support the US Affordable Care Act (ACA)

Added new feature information delivered in Update 2 (February).

7/31/2015 Oracle Fusion Benefits: New Fields to Support 1094-C and 1095-C for Compliance with US Affordable Care Act (ACA)


7/31/2015 Oracle Fusion Benefits: Benefits Extract Extension Added new feature information delivered in Update 2 (February).

7/31/2015 Oracle Fusion Human Capital Management for the United States: Earnings Type for Involuntary Deduction Calculations


7/31/2015 Oracle Fusion Human Capital Management for the United States: Portrait Withholding Certificate Displays Active Tax Reporting Units


7/31/2015 Oracle Fusion Human Capital Management for the United States: Legal Employer Grouping for HR Reports


7/31/2015 Oracle Fusion Human Capital Management for the United States: VETS-4214 Report


7/31/2015 Oracle Fusion Human Capital Management for the Added new feature information

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Date What’s Changed Notes United States: User-Defined Tax Support for Third-Party Periodic Tax Reporting

delivered in Update 8 (August).

7/31/2015 Oracle Fusion Human Capital Management for the United States: Puerto Rico Disposable Income Rules for Involuntary Deductions


7/31/2015 Oracle Fusion Human Capital Management for the United States: Company Entry Description Added to Make EFT Payments Process


7/31/2015 Oracle Fusion Human Capital Management for Saudi Arabia: GOSI Calculations for Employees Between 60 and 65 Years of Age


7/31/2015 Oracle Fusion Human Capital Management for India: Nomination Information


7/31/2015 Oracle Fusion Human Capital Management for Australia: Trade Support Loan Support


7/31/2015 Oracle Fusion Human Capital Management for Canada: Involuntary Deductions: Wage Basis Rules


7/31/2015 Oracle Fusion Human Capital Management for Canada: Involuntary Deductions: Percentage of Net Rules


7/2/2015 HCM Common Features: HCM Data Loader Added new feature information delivered in Update 7 (July).

6/25/2015 Oracle Fusion Global Human Resources: Corrected Display of Phones with Extensions

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

6/25/2015 Oracle Fusion Global Human Resources: Prevent Termination of Manager with Direct Reports


6/25/2015 Oracle Fusion Global Human Resources: Compress Data Files and Deliver to Oracle WebCenter Content


6/25/2015 Oracle Fusion Human Capital Management for the United Kingdom: DEO Payment Schedule

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

6/25/2015 Oracle Fusion Human Capital Management for Canada: Direct Deposit


6/25/2015 Oracle Fusion Human Capital Management for Canada: Upload Calculation Card Details


6/25/2015 Oracle Fusion Global Payroll: Batch Loader Support for Adding a Personal Payment Method with a Bank Account in a Different Country to the Employee’s Hiring Country

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

6/25/2015 Oracle Fusion Global Payroll: Payroll Parameter Optional in Payroll Reports


6/25/2015 Oracle Fusion Global Payroll: Parameter to Report Year-to-Date Balance Value


6/25/2015 Oracle Fusion Global Payroll: Summary of Balances Added new feature information delivered in Update 6 (June).

6/25/2015 Oracle Fusion Global Payroll: Support for International Payments


6/25/2015 Oracle Fusion Global Payroll: Consolidation Group Parameter


6/25/2015 Oracle Fusion Human Capital Management for the United States: Date Validation for Manage Tax Withholding in Portrait


6/25/2015 Oracle Fusion Human Capital Management for the Added new feature information

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Date What’s Changed Notes United States: Full State Support for New Hire Reports

delivered in Update 7 (July).

6/25/2015 Oracle Fusion Human Capital Management for the United States: New Primary Classification for Employer Taxes


6/25/2015 Oracle Fusion Human Capital Management for the United States: Additional Output in BIP for Viewing US Payslip


6/25/2015 Oracle Fusion Human Capital Management for the United States: Tax Rate Overrides for Puerto Rico


6/25/2015 Oracle Fusion Human Capital Management for the United States: Puerto Rico Wage Basis Rules


6/8/2015 Oracle Fusion Human Capital Management : Disable an Extract


6/8/2015 Oracle Fusion Human Capital Management : Validate Extract Design and Delivery


6/8/2015 Oracle Fusion Human Capital Management : Tab Context Error Message in Person Management Work Area Modified


6/8/2015 Oracle Fusion Human Capital Management for China: Validation Reports


6/8/2015 Oracle Fusion Human Capital Management for China: New Contribution Type Field in Payroll for Social Security Management


6/8/2015 Oracle Fusion Human Capital Management for China: Years of Service Calculation Rule by Territory for Tax Calculation on Severance Payments


6/8/2015 Oracle Fusion Absence Management : Ability to Use Absence Reason to Validate Absence Entries


4/30/2015 Oracle Fusion Time and Labor: Oracle Transactional Business Intelligence (OTBI) Enhancements

Added new information delivered in Update 5 (May).

4/30/2015 Oracle Fusion Human Capital Management for the United States: New Assignment Field to Support Affordable Care Act (ACA)

Added new information delivered in Update 5 (May).

4/30/2015 Oracle Fusion Human Capital Management for the United States: Batch Loader Support for Organization Calculation Cards

Added new information delivered in Update 4 (April).

4/30/2015 Oracle Fusion Human Capital Management for the United States: US Legislative Data Fields Available for Oracle Transactional Business Intelligence (OTBI)


4/30/2015 Oracle Fusion Human Capital Management for the United States: Employee Count Derivation for Third-Party Periodic Tax Extract


4/30/2015 HCM Common Features: Payroll: Expanded Batch Loader Support

Added expanded support information delivered in Update 3 (March).

4/30/2015 Oracle Fusion Workforce Modeling: Capture Salary Details

Added new feature information delivered in Update 3 (March).

4/30/2015 Oracle Fusion Human Capital Management for the United Kingdom: Pensions Automatic Enrolment

Added new feature information on Pension Notification Letters delivered in Update 3 (March).

4/30/2015 HCM Common Features: Profiles: Approvals Based Added new information delivered in

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Date What’s Changed Notes on Content Types Update 2 (February).

4/30/2015 Oracle Fusion Human Capital Management for the United States: Batch Loader Support for Involuntary Deduction Cards

Added new information delivered in Update 2 (February).

4/30/2015 Oracle Fusion Human Capital Management for the United States: Supplemental Taxation Override for California


4/30/2015 Oracle Fusion Human Capital Management for the United States: Employee Earnings Distribution Overrides


4/30/2015 Oracle Fusion Human Capital Management for the United States: W-4 Data Entry for States that Don't Follow Federal


4/30/2015 Oracle Fusion Human Capital Management for the United States: New Jersey Family Leave Insurance


4/30/2015 Oracle Fusion Compensation: Filter Compensation Worksheet by Department.


4/30/2015 Oracle Fusion Human Capital Management for the United Kingdom: Real Time Information (RTI) – Legislative Updates and Additional Data Capture


4/30/2015 Oracle Fusion Human Capital Management for the United Kingdom: Court Order Third Party Payment Support


4/30/2015 Oracle Fusion Human Capital Management for the United Kingdom: Court Order Validation on Entry


4/30/2015 Oracle Fusion Human Capital Management for the United Kingdom: Court Order Fees


4/30/2015 Oracle Fusion Human Capital Management for the United Kingdom: Court Order Arrears Processing


4/30/2015 Oracle Fusion Human Capital Management for the United Kingdom: Court Order Overrides and Adjustments


4/30/2015 Oracle Fusion Human Capital Management for the United Kingdom: Court Order Types

Added the following types of court orders to the list delivered in Update 2 (February): Child Maintenance SDEO and Direct Earnings Attachment.

4/30/2015 Oracle Fusion Human Capital Management for the United Kingdom: Tax Code Validation Legislative Update


4/30/2015 Oracle Fusion Human Capital Management for Canada: Involuntary Deduction Element Template

Added new feature delivered in Update 2 (February).

4/30/2015 Oracle Fusion Human Capital Management for the United Kingdom: Statutory Payment Balances

Added new feature information delivered in Update 1 (January).

4/30/2015 Oracle Fusion Time and Labor: Delivered Database Items for Fast Formula


4/30/2015 Oracle Fusion Time and Labor: Enable Payroll Costing Overrides as Time Card or Calendar Time Entries


4/30/2015 Oracle Fusion Human Capital Management for the United Kingdom: Global Reports

Added the following new reports delivered in Update 1 (January): Payment Register, Payroll Register, Gross-to-Net, Balance Exception, Deduction Register, Statutory

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Date What’s Changed Notes Deduction Register, Payroll Activity, and Third Party Payment Register.

4/30/2015 Oracle Fusion Global Payroll: Expansion of Retroactive and Pro-Rated Payroll Calculations

Added feature information.

4/30/2015 Oracle Fusion Human Capital Management for Canada: Cheque Advice


4/30/2015 Oracle Fusion Human Capital Management for Canada: Provincial Medical


4/30/2015 Oracle Fusion Human Capital Management for Canada: Workers Compensation

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

4/30/2015 Oracle Fusion Human Capital Management for Canada: Record of Employment

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

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HCM COMMON FEATURES

The following HCM common features include enhancements for Release 9:

• HCM Data Loader • HCM Extracts • RESTful Services for HCM • Payroll • Payroll Interface • Profiles

HCM DATA LOADER

HCM Data Loader delivers a flexible and comprehensive bulk data loading solution for business objects across multiple Human Capital Management products. It can be used for data migration, ongoing inbound interfaces, and one-off bulk updates. It supports the bulk load of your configured descriptive and extensible flexfield data, translation data, tree hierarchies, person images, and Document of Record attachments.

FLEXIBLE PIPE-DELIMITED FILE FORMAT

You can now simplify your inbound integrations and only include the business object components and attributes relevant to your use case. This is available, whether it is full date-effective history for data migration, or incremental changes for data maintenance. You can supply multiple business object-specific files in one compressed zip file and process them together. HCM Data Loader understands the order in which the business-object data must be loaded to ensure referenced data will be loaded first.

SECURE DATA TRANSFER

You can now optionally deliver encrypted compressed zip files to Oracle’s Web Center Content Server, secured by a specific HCM Data Loader account. The compressed zip file is then streamed from the Web Center Content Server and decrypted during import into stage tables before the multi-threaded process loads valid objects into HCM. Your compressed zip file is then deleted from the Web Center Content Server as soon as HCM Data Loader has finished streaming the file or you can choose to retain your source files.

AUTOMATED OR USER MANAGED PROCESSING

You can now automate inbound interfaces using the Web Center Content and HCM Data Loader web services. In addition you can also control the import and loading processes using the new Import and Load Data user interface.

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STATUS AND ERROR REPORTING

You can now review the progress of your files through the user interface, with comprehensive status and record count information. You will be able to:

• Review message summaries and manage errors by reviewing the details of failed records. • Monitor the results of your data load using the new HCM Extract output, which provides

machine readable status and error information. • Diagnose complex errors using the new Data Set Status available from the Diagnostic

framework.

FLEXIBLE KEY SUPPORT

With this release four key types are supported. You can create new objects specifying your source system identifier and continue to maintain and reference that data in HCM using your source key. Alternatively you can supply the user key information, such as, Organization Name, Person Number, Absence Type, or you can use Oracle Fusion’s internal surrogate ID and Globally Unique ID (GUID).

HCM EXTRACTS

Use HCM Extracts for archiving, reporting, and as an outbound interfacing tool. The Data Exchange work area allows you to perform tasks related to inbound and outbound interfaces, which allows exchange of data between different HR applications. Inbound data exchanges are accomplished through loaders and outbound data exchanges are accomplished using extracts.

DELIVER EXTRACTS USING HCM CONNECT

HCM Connect customers can generate encrypted extracts by specifying delivery options in the extract definition. Deliver extracts using the HCM Connect delivery option.

CONTROL DATA GROUP CONNECTIONS

Review automatically generated connections in the Extracts Validate page. Connections are created automatically if the same database items exist across data groups. This feature enables you to review, update, and delete data group connections.

CHOOSE EXTRACT MODES

Configure the PER_EXT_CHANGES_ONLY lookup with the Changes Only parameter to select different extract modes when submitting extracts.

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RESTFUL SERVICES FOR HCM

For customer-facing web services, Oracle HCM Cloud is moving away from SOAP Services towards RESTful Web Services and Atom/RSS Feeds. In addition to the architectural and framework advantages of REST over a SOAP-based approach, REST Services are driven by a use case-based approach. Instead of creating an employee as a resource and adding the employee’s phone number, E-Mail address, national ID number, and other child objects as child resources, REST services create a simple flattened employee resource, where the most commonly referenced child objects are included as attributes on the main employee resource. This enables you to create all child object records using a single REST service call to create the employee.

SUPPORTED RESOURCES

Resources supported are employee, employee’s assignment, and employee’s job roles. These resources allow the query, creation, and update of an employee or an employee’s assignments or job roles.

ATOM FEEDS

Atom and RSS feeds supported for employees are new hire, terminations and assignment updates.

PAYROLL

This section describes new features that are relevant if you use features such as elements, formulas, payroll definitions, and database items, even if you don't use Global Payroll.

ELEMENT ENTRY COSTING

You can now enter costing details for all types of element entries, such as earnings, deductions, and benefits. Costing details entered at the element entry level override costing details entered at other levels of the cost hierarchy, unless you defined a priority account to cost the element’s results. Typically, you use this feature to charge payroll expenses to a different cost center than a person’s home department.

PAYROLL DEFINITION: PLANNED SUBMISSION DATE

You can now capture the date you plan to run the Calculate Payroll process or Calculate to Gross process for each period on the payroll calendar. For example, you can use the Planned Submission Date field to indicate that you plan to submit the process five days before the period end date. This field is for informational purposes.

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PERSONAL PAYMENT METHOD CURRENCY

On the simplified Manage Payment Methods page, employees can now select the currency of their payment method. The combination of payment type and currency identifies the organization payment method used to pay the employee.

EXPANDED BATCH LOADER SUPPORT

Use the payroll batch loader to perform the following new batch tasks:

• Create and delete element eligibility records. • Update element duration dates. For example, enter a Final Close date for a person’s payroll to

stop them being processed in runs for that payroll. • Create your people group flexfield combinations. Use this flexfield to record people group

information and assign people to specific groups, such as unions or working groups. • Add a person to a bank account that is already associated to a person within your organization.

PAYROLL INTERFACE

Use payroll interface features to send personal payroll information, such as earnings, deductions, and other data, to a third-party payroll provider. Payroll coordinators can run the Calculate Gross Earnings process to calculate periodic values to validate gross earnings calculations before extracting the data. You can copy and modify predefined HCM extract definitions to meet the requirements of your third-party payroll provider.

SIMPLIFIED ELEMENT TEMPLATE FOR EARNINGS ELEMENTS

The earnings element template questionnaire has been simplified. The template questions related to payroll calculation processing of elements in Oracle Fusion Global Payroll have been removed. You’ll notice these changes when you create earnings elements, such as salary and bonus.

MORE OPTIONS FOR CHANGED RECORDS IN THE GLOBAL PAYROLL INTERFACE REPORT

When you run the Global Payroll Interface report, you can choose to include all records or only the records that have changed since the report was last submitted. These options have been further extended. Now you can also choose to report on all attributes for the changed record or only the attributes identified as required in the extract definition.

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PROFILES

This section describes new features for profiles, even if you don’t use Oracle Talent Cloud.

APPROVALS BASED ON CONTENT TYPES

You can now define whether approval is required for changes to each content type, including a custom content type. You can use this feature to send approval requests for a specific content type to different approvers.

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ORACLE FUSION APPLICATIONS SECURITY

Oracle Fusion Applications Security provides a single console in which security managers and security administrators can design and modify roles in Oracle Fusion Applications. You can model applications-menu and task-pane entries for any role and generate a set of security reports.

SINGLE CONSOLE

Using this feature, you can perform all role-design tasks from a single console. You can also execute role-management activities that had previously required two tools: Oracle Identity Manager and Authorization Policy Manager. Visualize relationships among roles, and create, edit, copy, and compare roles.

ASSISTED SEARCH

You can now search across all security artifacts, including users, roles, and function privileges. You are provided faceted, or categorized, search suggestions as you enter search criteria. You can refine search criteria by facets to find artifacts quickly.

VISUALIZATION

You can now use a graphic visualization tool to understand the relationships among security artifacts. In a single screen, quickly determine the role-hierarchy structure, the privileges granted to each role, and the users assigned to each role. Use elegant navigation features to expand and collapse areas of the graph, zoom in an out to focus on areas, magnify areas of the graph, and launch appropriate actions for a role.

NAVIGATOR SIMULATION

The new navigator menu simulator displays the menus users will see in the Fusion Navigator menu or in work-area task panels. When, for example, a particular menu item is inaccessible to a user, this simulator can identify the roles and privileges that will make that menu item accessible. It can simulate menus for particular users or roles.

COPY ROLES

You can search easily for a reference role, copy that role quickly, and walk through an all-inclusive role-design wizard. Make any adjustments you require. For example, you can exclude or add privileges that fit the role to your business needs.

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COMPARE ROLES

You can now compare any two roles to see the structural differences between them, including differences in privileges, data security policies, and inherited roles. Using the console, view artifacts that exist only in one role or the other, or only in both. Stay ahead of upgrade changes: Compare your existing role to the role as Oracle has most recently shipped. Determine which functions are appropriate to uptake. Then use the search and visualization tools to determine which users will be impacted and need to be trained on functionality changes.

CERTIFICATES

Generate or import x.509 and PGP format digital certificates. You can also export saved certificates for signing by a certifying authority or for use in other certificate applications.

REPORTS

Three reports about your security implementation are available:

• User and Role Access Audit Report lists each user’s job roles, duties assigned to those job roles, privileges granted to those duties, and data security policies.

• Inactive Users Report states the number of days each user has been inactive. • Role Optimization Report performs job role privilege cluster analysis with the objective of

minimizing the number of roles, role memberships, and privilege grants.

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ORACLE FUSION ABSENSE MANAGEMENT

Oracle Fusion Absence Management is a configurable and flexible global solution that enables organizations to manage absences of their workforce. The framework provides ability to define both complex and diverse absence plans. It integrates with the Oracle Fusion Global Payroll and Oracle Fusion Time and Labor products and provides dedicated work areas for the roles of Administrator and Employees. Simplified user interface is provided for employees’ absence data entry.

ABILITY TO USE ABSENCE REASON TO VALIDATE ABSENCE ENTRIES

The absence reason is now available as an input value for the Global Absence Entry Validation fast formula to validate an absence entry. A common example is to require a doctor’s note attachment for select sickness reasons.

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ORACLE FUSION 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.

LIFE EVENT COLLAPSING RULES

New configurable collapsing rules resolve multiple life events to one when multiple events occur on the same day or within a specified number of days. Colliding events previously required manual intervention to resolve. Create collapsing rules that use ‘And’ logic, ‘Or’ logic, or a fast formula to dictate which event to create when a certain combination occurs. Apply the rules to collapse life events while managing person life events, as a separate batch process, or automatically as part of any participation evaluation process.

SEPARATE STEPS TO MANAGE CONTACTS AND DESIGNATIONS IN SELF-SERVICE ENROLLMENT

Choose whether to display a separate step in the self-service enrollment guided process to:

• Create and edit contacts. Previously, participants could manage contacts from the Benefits Overview page only.

• Designate dependents and beneficiaries. Previously, participants had to make designations in the same step that they used to select benefits.

DEPENDENT ORIGINAL COVERAGE START DATE

The dependent original coverage start date, which indicates continued coverage in the specific plan or option-in-plan, is now available as part of the enrollment results in the Enrollment work area. Previously, only the dependent’s coverage start date was available, which did not provide the history and length of continued coverage.

NEW FIELD TO SUPPORT THE US AFFORDABLE CARE ACT (ACA)

Track and report compliance with the Affordable Care Act (US) using the new ACA Full Time field. This field enables you to accommodate the reporting and eligibility requirements of the Employer Shared Responsibility provision of the Affordable Care Act (ACA). The ACA Full Time field is available at the assignment level in a US legislative flexfield on the Hire an Employee: Employment Information page. Use this field to determine eligibility for any ACA-specific plans.

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NEW FIELDS TO SUPPORT 1094-C AND 1095-C FOR COMPLIANCE WITH US AFFORDABLE CARE ACT (ACA)

Capture the required information for electronic filing of 1094-C and 1095-C to comply with the Affordable Care Act (ACA). Use the Minimum Essential Coverage and Minimum Value fields to identify which plans you offer meet the requirements of the Affordable Care Act. These new fields exist in the Create or Edit Plan: Additional Configuration page.

BENEFIT EXTRACT EXTENSION

Extend Benefits Extract to meet your vendor’s requirements. Benefits Extract generally delivers all the required data that a vendor would need to receive. If the vender has specific requirements, you can now use a fast formula to add your own fields to extract specific data to meet those requirements.

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ORACLE FUSION COMPENSATION

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

COMPENSATION SECURITY CHANGES

The following security changes are made to enable and simplify the creation of custom roles. You will not experience any changes to delivered job or duty roles. However, you should review custom roles to ensure you are using the correct privileges.

• Compensation Portrait Card secured with a new privilege: The compensation portrait card is secured using a new privilege, View Compensation Card. The Portrait Compensation Duty inherits this new privilege. Custom roles will be able to view the compensation portrait card for people based on their security profile when they inherit this new privilege.

• Act as Proxy secured with a new privilege: The Act as Proxy link in the Compensation work area is secured using a new privilege, Manage Workforce Compensation Work Area by Proxy. Custom roles that inherit this new privilege will be able to act as proxy.

• Salary download secured with new data privilege: The salary download available from the Compensation work area is secured using a new data privilege, Export Salary Details Data. Only workers in the user’s person security profile will be included in the preview and download.

• Manage Salary Basis secured by legislative data group: Salary Setup Duty now inherits the Legislative Data Group Selection Duty. Salary bases will be filtered to the legislative data groups the user is allowed to access based on their legislative data group security profile.

• Compensation history secured with new privileges: The compensation history interface is secured using new privileges, View Compensation History and View Compensation History Data. Custom roles that inherit new privileges will now be able to access and view compensation history for people according to their person security profile.

• Compensation Oracle Fusion Transactional Business Intelligence subject area secured with new data privilege: The Compensation Reporting Data Duty now inherits Allocate Compensation Person Rate by Compensation Manager Data privilege. Custom roles that inherit this duty will now be able to access report data from the Workforce Compensation subject area.

CHANGES TO SUPPORT ZERO OR NO VALUES IN TOTAL COMPENSATION STATEMENTS

You can configure total compensation statement definitions and compensation categories to display rows that contain zero or null values or to hide them. The application now differentiates between zero and null values when determining when to display or hide a category or a row in a category. Previously, zero and null values were treated the same.

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NEW ORACLE FUSION TRANSACTIONAL BUSINESS INTELLIGENCE SALARY HISTORY SUBJECT AREA

A new Salary History – Real Time subject area is available in Oracle Fusion Transactional Business Intelligence to create reports and analyze salary history for workers. The new subject area includes the same attributes as the Salary – Real Time subject area but can retrieve all historical records. The Salary – Real Time subject area includes only current salary and prior salary records.

FILTER COMPENSATION WORKSHEET BY DEPARTMENT

When you enable the Department column in the worksheet, a new Department filter appears in the toolbar. Filtering the worksheet by department recalculates the summary table based on the selected department(s). For budget pools that use worker level budgeting, you can view by department the total overall budget, total amount allocated, and total available budget.

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ORACLE FUSION GLOBAL HUMAN RESOURCES

Oracle Fusion Global Human Resources enables your organization to plan, manage and optimize all workforce segments using flexible and extensible best practices to realize extraordinary gains while ensuring compliance and increasing total workforce engagement.

AREAS OF RESPONSIBILITY

The Areas of Responsibility functionality has been enhanced to support a new attribute called Responsibility Name. This attribute must have a unique name for a given worker and Responsibility Type and helps identify areas of responsibility in a more granular manner. The Scope of Responsibility definition has also been enhanced to support Department hierarchy type in addition to already existing hierarchy types of Organization, Position and Supervisor. If you decide to select department hierarchy type while entering scope of responsibility, then you can also choose to enter Department Hierarchy Name, Top Department Name, Include Top Department and Hierarchy Level attributes.

CALENDAR EVENT COVERAGE BELOW COUNTRY

The calendar event functionality has been enhanced to support calendar events that vary based on jurisdictions below the country level of the geographic tree. For example, in Germany and India, public holidays vary based on the state. Required jurisdictions added to the new lookup code, ORA_PER_GEOGRAPHIC_TREE_NODES, are available when defining the geographic tree. If required, multiple levels can be defined in the geographic tree, such as country, state, and city. Once the jurisdictions have been added to the geographic tree, the location that should be covered by that jurisdiction can be indicated in the geographic hierarchy field on the Manage Locations page.

ROLE-DELEGATION ENHANCEMENTS

Delegated roles are now removed automatically on the delegator’s termination date. For future-dated terminations, the role-removal request is processed on the termination date by the Send Pending LDAP Requests process. It is recommended to run this process daily. Also, any attempt to create multiple role-delegation requests with overlapping dates for the same role and proxy user is now rejected.

REORDERED AND RENAMED SECURITY SETUP TASKS

To support the migration of security data, several changes have been made to the task order in the Define Data Security for Human Capital Management task list. A new task, Assign Security Profiles to Role, replaces the Manage Data Role and Security Profiles task in the task list. In addition, the task Manage HCM Role Provisioning Rules is renamed to Manage Role Provisioning Rules. You can now migrate the Legislative Data Group, Organization, Country, Position, Document Type, Payroll, Payroll Flow, and Person security profiles.

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DISABLE AN EXTRACT

Focus on the extracts you use frequently by hiding the extracts you no longer use or have become obsolete. By disabling an extract, it doesn’t appear in the search results; you can therefore search for and view the extracts you currently work on. If required, you can search for disabled extracts.

VALIDATE EXTRACT DESIGN AND DELIVERY

Use the additional validate features to ensure the extract design and delivery option are set up correctly. For Example, you can check that all the necessary steps, actions, and linkages are performed.

TAB CONTEXT ERROR MESSAGE IN PERSON MANAGEMENT WORK AREA MODIFIED

The message previously seen in the Person Management work area was “You must complete or cancel the current task before starting a task with a different organization or country context.” The new more specific error message is now “The current tab conflicts with other tabs. Close all tabs and reopen it.”

CORRECTED DISPLAY OF PHONES WITH EXTENSIONS

On the Manage Person and Portrait Contact Information read-only pages, when a phone number had an extension, the extension was being displayed twice. The duplication has been corrected so the extension is displayed only once.

PREVENT TERMINATION OF MANAGER WITH DIRECT REPORTS

This enhancement displays a warning message to the user who tries to terminate a worker with direct reports. Additionally, the customer is also provided the ability to configure the message as a warning or error.

COMPRESS DATA FILES AND DELIVER TO ORACLE WEBCENTER CONTENT

Compress and deliver XML files to Oracle WebCenter Content without using BIP. Configure the extract delivery options for compression with Data as the output type and HCM Connect as the delivery type. By compressing your files you can generate outputs with manageable file sizes, utilize disk space and speed up transmission.

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ORACLE FUSION GLOBAL PAYROLL

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

MANAGE ELEMENTS: PRORATION ENHANCEMENTS

You can now select from a number of different types of proration methods when creating a standard or supplemental earnings element. The new options include calculating the prorated values based on calendar days, working days, and working hours.

PAYROLL DATA VALIDATION REPORT

You can now use the Payroll Validation Report to verify payroll information prior to running payroll processes and statutory reports. The report is available globally, and contains specific validations for some countries. It’s also customizable so you can add your own validations.

MANAGE BALANCE EXCEPTION ENHANCEMENTS

You can now create exception reports that compare employee balance information, such as salary or total earnings, based on the previous month’s value or a monthly average. For example, you can now configure your balance exception report to:

• Compare the salary figure for the current month to the average salary figure for the last three months

• Highlight any employee who has a variation of greater than ten percent

EXPANSION OF RETROACTIVE AND PRO-RATED PAYROLL CALCULATIONS

Automate the recalculation of the payroll run based on changes to a person’s terms- or assignment-level information, such as job, grade, or position. Track retroactive changes to a person’s calculation card record, such as their tax details.

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BATCH LOADER SUPPORT FOR ADDING A PERSONAL PAYMENT METHOD WITH A BANK ACCOUNT IN A DIFFERENT COUNTRY TO THE EMPLOYEE’S HIRING COUNRTY

Using the payroll batch loader you can attach a bank account to a personal payment method that is in a different country to the country in which the employee is hired. For example you can add a UK bank account for an employee who is hired in the US.

PAYROLL PARAMETER OPTIONAL IN PAYROLL REPORTS

Verify payroll balance values for multiple payrolls between the specified start and end dates. You can now submit the payroll reports, such as the Payroll Activity Report and Payroll Register, for multiple payrolls at the same time without providing a value for the Payroll parameter.

PARAMETER TO REPORT YEAR-TO-DATE BALANCE VALUE

Verify year-to-date balance value for a person, including terminated workers, from the last payroll process run within the specified date range.

SUMMARY OF BALANCES

Reconcile the balances and balance category totals across reports using the new summary totals in Payroll Activity Report and Payroll Register Report.

SUPPORT FOR INTERNATIONAL PAYMENTS

Make payments to international bank accounts using the new international payment feature. For example, make payroll payments to a US employee who is working in Brazil directly into their Brazilian bank account.

CONSOLIDATION GROUP PARAMETER

Enhance the report information verification by submitting the report using the Consolidation Group parameter that groups the data for multiple payrolls in the report output. This parameter has been included in the following reports: Deduction Report, Payroll Register, and Third-party Payments Register.

PAYROLL SUPPORT AT ASSIGNMENT LEVEL FOR ELEMENT ELIGIBILITY

Control element eligibility records by including payroll as a criterion for assignment level entries. Now you can limit an element entry to employees with assignments to a specified payroll. You can create multiple eligibility records when you want separate eligibility records for each payroll.

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REPORT YEAR-TO-DATE SUMMARY

Verify year-to-date balance values in the Payroll Activity Report and Payroll Register Report for persons, including terminated workers, from the last payroll process run within the specified date range.

SUPPORT FOR SHARING BANK ACCOUNTS

Professional users can enter the same bank account details for multiple employees, such as a husband and wife who work for the same company and share a bank account. Self-service users can’t create shared bank accounts.

BATCH LOADER SUPPORT FOR BATCH BALANCE ADJUSTMENTS

Manage balance adjustments that impact multiple employees by processing adjustments in a single batch using the payroll batch loader. Use balance adjustments in exceptional circumstances when you can't correct the source data by submitting the appropriate recalculation process. For example, you might process an adjustment to correct an initialized balance or correct a balance included in statutory reports at the end of a quarter or year.

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ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR AUSTRALIA

Oracle Fusion Human Capital Management for Australia supports country-specific features and functions for Australia. It enables users to follow Australia’s business practices and comply with its statutory requirements.

TRADE SUPPORT LOAN SUPPORT

You can now comply with the statutory recording and reporting of Trade Support Loans (TSL) for reporting to the Australian Taxation Office (ATO). TSL will be included with Higher Education Loan Payments (HELP) amounts and reported as one figure to the ATO.

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ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR CANADA

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

PAYMENT METHODS

You can now create payment methods for cash, cheques, and direct deposits.

DEDUCTION ELEMENT TEMPLATE

You can create deduction elements and enter input values, balances, fast formulas, and formula results by completing a predefined questionnaire.

PAYROLL CALCULATIONS

The following Canadian payroll calculations are supported:

• Federal and Provincial taxes • Tax methods (Regular, Non-Periodic, Commission, and Lump Sum) • Other objects required for processing payroll deductions

BALANCE VIEW

This feature allows professional users to view the payroll balance values for an employee by payroll relationship, term, assignment, Tax Reporting Unit, or province.

PAYROLL ARCHIVE

You can archive payroll data such as personal details, assignment details, payroll details, accrual details, balances, earnings, deductions, and other element information.

PAYSLIP

You can now generate an online or printed record of an employee’s payment for a given pay period. It includes details of the payment such as employee and employer information, pay period, earnings, deductions and accruals, as well as net pay distribution details.

REPORT ON HIRINGS

This interface allows employers to report the required information for each newly hired or recalled employee to Service Canada.

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INVOLUNTARY DEDUCTION ELEMENT TEMPLATE

Simplify creation of involuntary deduction elements, such as garnishments or maintenance and support. The elements are created using a predefined template that provides you with a questionnaire, which allows entry of input values, balances, fast formulas, and formula results.

CHEQUE ADVICE

The Cheque Advice feature generates both an advice and an actual cheque. The advice contains employee, employer and payroll details, as well as earnings and deduction information.

WORKERS’ COMPENSATION

Capture the data required for employers to calculate Workers’ Compensation premiums. The system captures the maximum assessable wages for each province, excess earnings, employee exemptions, Workers’ Compensation Board attributes, accounts and classification units, as well the rates to calculate the liability. The Workers Compensation liability is calculated with the payroll for employees and the Workers’ Compensation balances are updated for accurate reporting. The Workers’ Compensation Assessable Wages Report displays details of the Workers Compensation calculations and balances generated in the payroll process. It enables employers to review and reconcile Workers Compensation amounts and provides the required data to file their Workers Compensation remittances and year end statements.

PROVINCIAL MEDICAL

Capture provincial medical data required to calculate the provincial medical employer liability. Provincial medical details including details about the carrier, amount, starting and ending annual payroll amounts, and rates to calculate the employer liability must be defined. Using the account information and subject wages from the payroll run, the Provincial Medical Report calculates the employer liability for Ontario, Manitoba and Newfoundland/Labrador and reports the provincial medical balances. The Statutory Deduction Register reports the employer liability for the Quebec Health Services fund calculated during the normal payroll run every pay period.

RECORD OF EMPLOYMENT

Comply with requirements of Service Canada to issue a Record of Employment (ROE) when there is an interruption of earnings by the employee due to leave of absence or termination. Subsequent to an ROE event, an ROE report is issued to those employees who work insurable hours and receive insurable earnings. Additionally, the ROE interface is generated to report on the employees that were issued a Record of Employment.

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DIRECT DEPOSIT

Captures the data required for direct deposit processing. Subsequently, you can run the Direct Deposit Interface to create direct deposit payment transactions to send to Canadian financial institutions to pay employees processed in a payroll.

UPLOAD CALCULATION CARD DETAILS

You can use the batch loader process to create or update Canadian federal and provincial tax data for employees.

INVOLUNTARY DEDUCTIONS: WAGE BASIS RULES

Canada now has predefined legislative wage basis rules for the secondary classifications of Maintenance and Support, Garnishments, and Tax Levies. These rules define what earnings and deductions contribute to the disposable income used to calculate involuntary deductions.

INVOLUNTARY DEDUCTIONS: PERCENTAGE OF NET RULES

Canada now provides two new Disposable Income Calculation Rules to specify how the disposable income is to be used in the involuntary deduction calculation. The new rules, contained on the involuntary deduction card, are the following: Percentage of Net Pay and Percentage of Net Pay Less Specific Deductions.

TAX BALANCES FOR PRIOR CONTRIBUTIONS

Oracle Fusion Human Capital Management for Canada has created new tax balances to hold the prior contribution values for an employee. The tax balances are for Prior Canadian Pension Plan (CPP), Prior Quebec Pension Plan (QPP), Prior Quebec Parental Insurance Plan (QPIP), and Prior Employment Insurance (EI). This is to accommodate those values deducted by a previous employer in the case of acquisitions. These prior values are considered for the annual maximum contribution limits across all employers. If required, the balance initialization or adjustment process may be performed on the new prior balances.

RECORD OF EMPLOYMENT EXCEPTION REPORT

Oracle Fusion Human Capital Management for Canada has created a new exception report for the Record of Employment (ROE) interface. This report helps users identify missing data that is mandatory for the ROE interface. If the required data is missing, it causes the upload of the interface file to Service Canada to fail. You must correct the exceptions before running the ROE interface process. This report is generated automatically by the ROE archive process. If there are no exceptions to report, then the report displays only the flow name and effective date, but no exception data.

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ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR CHINA

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

NEW CONTRIBUTION TYPE FIELD IN PAYROLL FOR SOCIAL SECURITY MANAGEMENT

Expanded the existing solution to cover the complex case in which employees work in territory A, but make social security contributions to territory B. Introduction of a new field: Contribution Type, in payroll which is independent from the Hokou Type field in HR.

VALIDATION REPORTS

Increase operational efficiency by introducing the Worker Data Validation Report and the Payroll Data Validation Report. The reports show the information that is missing but required in the subsequent payroll processing and reporting.

YEARS OF SERVICE CALCULATION RULE BY TERRITORY FOR TAX CALCULATION ON SEVERANCE PAYMENTS

Expand the current solution by providing the flexibility of setting up years of service calculation rule by territory at the payroll statutory unit statutory deductions calculation card level. In special cases, you may set up an overriding value at personal statutory deductions calculation card level for an employee. Then, the system will not calculate the years of service, but use the overriding value in calculating tax on the employee’s severance payments.

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ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR FRANCE

Oracle Fusion Human Capital Management for France supports country-specific features and functions for France. It enables users to follow France’s business practices and comply with its statutory requirements.

WORKER DATA VALIDATION REPORT

You can now run the Worker Data Validation Report to get a list of employees with missing or non-compliant statutory HR data. France-specific validations are provided at the assignment, person, and employment terms level. You can use the report results to make the HR data complete and statutory-compliant by adding the missing information for the listed persons.

LEGAL REPORTING: SOCIAL REPORT

The Social Report is a statutory report published annually to compare the results of the current year with the previous two years using a given set of indicators. You can generate this report for a legal employer or a tax reporting unit (TRU).

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ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR GERMANY

Oracle Fusion Human Capital Management for Germany supports country-specific features and functions for Germany. It enables users to follow Germany’s business practices and comply with its statutory requirements.

WORKER DATA VALIDATION REPORT

You can now run the Worker Data Validation Report to get a list of employees with missing or non-compliant statutory HR data. You can generate this report using the Data Exchange or Payroll Checklist work area. You can use the report results to make the HR data complete and statutory-compliant by adding the missing information for the listed persons. German-specific validations include: Determining if there is an establishment assigned for each person and Determining if a home address exists for each person.

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ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR INDIA

Oracle Fusion Human Capital Management for India supports country-specific features and functions for India. It enables users to follow India’s business practices and comply with its statutory requirements.

NOMINATION INFORMATION

The list of values for Contact Person on India Nomination Extra Person Information page will show only the contacts associated with the employee after applying this patch.

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ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR KUWAIT

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

INTRODUCTION OF THE UNIFIED LAW OF INSURANCE PROTECTION EXTENSION

The social insurance calculation now references the Insurance Protection Extension (IPE), which is the law seeking extended social insurance coverage for the GCC State citizens working outside their countries in any of the Council State Members.

STATUTORY REPORTING: REPORT 103 – NEW HIRES AND TERMINATIONS

You can now generate a monthly report that contains details of commencement or termination of an insured employee. This report must be submitted to the Social Insurance office.

STATUTORY REPORTING: REPORT 56 – COMMENCEMENT AND TERMINATION OF ADDITIONAL CONTRIBUTIONS

You can now generate a report containing details of complementary or supplementary insurance subscription for an employee. The report is generated only on employee hire or termination, or during the first month of the year, and can be run for any month, that is, when complementary or supplementary insurance starts or ends. This report is submitted to the Social Insurance Office.

PRORATION

Proration has been enabled to meet Kuwaiti-specific requirements. Proration applies to actual earnings. Social insurance deductions will not be affected if Social Insurance is based on a fixed salary amount or on new hires and terminations.

RETROACTIVE PAY

Retroactive pay has been enabled to meet Kuwaiti-specific requirements.

GRATUITY CALCULATION ENHANCEMENT

The payroll process now calculates the full gratuity amount for female employees if the date of change of their marital status to Married is 6 months or less than the date of termination, and the employee has resigned voluntarily.

DISABLED WORKERS REPORT

You can now generate a report with information on relevant disability details to be submitted to the Kuwait Ministry of Social Affairs.

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PAYROLL INTERFACE SUPPORT

The payroll interface now supports Kuwait-specific requirements.

GLOBAL REPORTS

The following global reports have been enabled to meet Kuwaiti-specific requirements:

• Element Results • Payroll Run Results • Payroll Activity • Statutory Deductions Register

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ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR MEXICO

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

ORGANIZATION DATA CAPTURE

In addition to capturing data for core organization models, this feature also captures Mexico specific information for the following legislative categories:

• Federal Tax • Income Tax (State) • Social Insurance

PERSON AND EMPLOYMENT

This feature supports the following person and employment information specific to Mexico:

• Human Resources (HR) data capture, including validation of the following National Identifiers: o CURP: National Identifier o RFC (Registro Federal de Contribuyente): Federal Contributor Registration): Tax Income ID o IMSS Number: Private sector social insurance number o ISSSTE Number: Public sector social insurance number o Federal Government Affiliation ID: Public sector identification number o Military Service ID

• Mexico name format • Job related data capture including Social Insurance Salary Type

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ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR SAUDI ARABIA

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




The payroll interface now supports Saudi-specific requirements.

PRORATION

Proration has been enabled to meet Saudi-specific requirements. Proration applies to actual earnings. Social insurance deductions will not be affected if Social Insurance is based on a fixed salary amount or on new hires and terminations.

GOSI CALCULATIONS FOR EMPLOYEES BETWEEN 60 AND 65 YEARS OF AGE

Comply with legislative requirements. Saudi citizens between 60 and 65 years of age have the option to state their preference as to whether GOSI Annuities will be processed as part of the GOSI calculation or not. The payroll process will calculate GOSI Annuities based on the Annuities for Employees 60 to 65 Years of Age option selected on the Employee GOSI Details calculation card. This will not impact GOSI Annuities for employees who are under 60 years of age or those who are over 65 years of age, when GOSI Annuities deductions will cease. Nor will it have any impact on the calculation of GOSI Hazards which will continue until age 65.

GLOBAL REPORTS

The following global reports have been enabled to meet Saudi-specific requirements:

• Element Results • Payroll Run Results • Gross-to-Net • Payroll Register

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ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR SWITZERLAND

Oracle Fusion Human Capital Management for Switzerland supports country-specific features and functions for Switzerland. It enables users to follow Switzerland’s business practices and comply with its statutory requirements.


Payroll interface support now includes coding and automatic creation of the calculation card for the New Hire process and uptake of Element Register Report and Run Results Summary Report.

DOCUMENT OF RECORDS

You can use the Document of Records functionality to capture social insurances, taxes, and additional registrations information for international assigned employees.

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ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR THE UNITED ARAB EMIRATES

Oracle Fusion Human Capital Management for the United Arab Emirates (UAE) supports country-specific features and functions for UAE. It enables users to follow UAE’s business practices and comply with its statutory requirements.



STATUTORY REPORTING: MONTHLY CONTRIBUTIONS GOVERNMENT SECTOR REPORT

You can now generate the report that an employer needs to submit to the Social Insurance Office at the end of each month. The report details information about monthly contributions that are to be paid to the Social Insurance Office from government sector employers and their employees.

PRORATION

Proration has been enabled to meet UAE-specific requirements. Proration applies to actual earnings. Social insurance deductions will not be affected if Social Insurance is based on a fixed salary amount or on new hires and terminations.

RETROACTIVE PAY

Retroactive pay has been enabled to meet UAE-specific requirements.

CIVIL REGISTRATION NUMBER

The Civil Registration Number is updated to take into account the new length of up to 15 digits. If the Civil Registration Number is 15 digits, a validation has been added to check the correct digits to reflect the year of birth of the person.


The payroll interface now supports UAE-specific requirements.

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GLOBAL REPORTS

The following global reports have been enabled to meet UAE-specific requirements:

• Element Results • Payroll Run Results • Payroll Activity • Statutory Deductions Register

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ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR THE UNITED KINGDOM

Oracle Fusion Human Capital Management for the United Kingdom (UK) supports country-specific features and functions for United Kingdom. It enables users to follow United Kingdom’s business practices and comply with its statutory requirements.

COURT ORDER TYPES

You can now process deductions from an employee’s earnings for the following types of court orders:

• Attachment of Earnings Order Priority • Attachment of Earnings Order Priority Northern Ireland • Attachment of Earnings Order Fines • Council Tax Attachment of Earnings Order • Deduction from Earnings Order (Before 2003 and Post 2003 assessment) • Attachment of Earnings Order Non-Priority • Attachment of Earnings Order Non-Priority Northern Ireland • Earnings Arrestment • Conjoined Arrestment Order • Current Maintenance Arrestment between EA & CAO • Child Maintenance SDEO • Direct Earning Attachment

COURT ORDER OVERRIDES AND ADJUSTMENTS

When a Court Order element is created, there is also a new element entry created. You can use this new element entry to make onetime adjustments or overrides for a single pay period.

COURT ORDER ARREARS PROCESSING

You can now use arrears processing on certain court order types so that any amounts not taken for the period will be processed in the next period.

COURT ORDER FEES

You can now either zero out or change the Fee amount deducted for Court Order administration as required by your Organization. Each Court Order type can have various fee overrides, zero outs, and third party payments.

COURT ORDER VALIDATION ON ENTRY

Using updated validation rules, you can ensure that allowable combinations of multiple Court Orders are accepted at entry. Any invalid combinations will result in an error message.

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COURT ORDER THIRD PARTY PAYMENT SUPPORT

Once the payroll processes the Court Order or student loan values, these can be paid directly to the relevant Court using the Third Party Payment process.

STUDENT LOANS

You can now process student loan deductions from an employee's earnings.

PENSIONS AUTOMATIC ENROLMENT

Oracle Fusion Global Payroll now supports UK legislative mandates for Pensions Automatic Enrolment. Use this new functionality to:

• Define payroll elements for qualifying pension schemes (QPS) • Run the Pensions Automatic Enrolment Assessment process, which assesses worker eligibility

and automatically enrolls eligible jobholders • Perform pension-related actions on individual employees, such as opting in, opting out,

manually enrolling, and leaving a QPS • Create Pension Notification letters for all employees who are assessed for enrolment using BI

Publisher seeded templates

LEGISLATIVE AND BUDGET CHANGES

To maintain legislative compliance for 2014/15, updates have been made to PAYE, National Insurance, and other statutory thresholds for the UK. This includes updates to the Emergency Tax Code and amended Tax Code validation.

GLOBAL REPORTS

The following global reports are enabled to meet UK-specific requirements:

• Payroll Balance • Element Result • Payment Register • Payroll Register • Gross-to-Net • Balance Exception • Deduction • Statutory Deduction Register • Payroll Activity • Third Party Payment Register

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P45

You can run this process to generate P45 forms for employees when their employment ends. The P45 provides a record of the employee's pay and the tax that was deducted in the current tax year.

START OF YEAR

At the start of the tax year, run this process to update tax information for each employee, including:

• Tax Code: Updates employees’ tax codes from a P9X tax document • Tax Basis: Updates all employees with a Non-cumulative basis to Cumulative • Previous Taxable Pay and Previous Tax Paid: Clears these values for all employees who received

a P45 or P6 in the previous tax year

REAL TIME INFORMATION (RTI) – LEGISLATIVE UPDATES AND ADDITIONAL DATA CAPTURE

Real Time Information (RTI) processes and data changes have been introduced to comply with legislative updates for the tax years 2014-15 and 2015-16. These include:

• Data capture on NI Aggregation component in the Statutory Deductions calculation card • Enhancements to the Pay as You Earn (PAYE) component details in the Statutory Deductions

calculation card • Updates to Full Payment Submission (FPS) and Employment Payment Summary (EPS) - Statutory

Sick Pay is no longer required for reporting using RTI • New processes for EPS and FPS for the respective tax years ending 2014 and 2015 • Additional data capture on Statutory Deduction calculation card for Tax Reporting Unit, New

Starter Declaration, Expatriate and Pensioner Notification details

FULL PAYMENT SUBMISSION (FPS) PROCESS

Each time you pay your employees, you run this process to report details of the payments to HRMC.

EMPLOYER PAYMENT SUMMARY (EPS) PROCESS

If you are entitled to recover statutory payments made to employees, you can run this process at the end of a tax period to report a reduction in the amount of year-to-date national insurance liability due to HMRC. You can also use the EPS to inform HMRC that you haven't paid any employees in a pay period and to report other relevant scheme-related information.

NATIONAL INSURANCE NUMBER VERIFICATION REQUEST (NVREQ) PROCESS

You can run this process to request a national insurance number (NINO) or ask for the verification of one from HMRC. The process creates a file for submission to HMRC.

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NATIONAL INSURANCE NUMBER VERIFICATION REPLY (NVREP) PROCESS

When HMRC sends you a NVREP, either in response to a NVREQ or as a result of an incorrect or missing NINO in a FPS submission, you run this process to update the employee record with the verified NINO.

EMPLOYER ALIGNMENT SUBMISSION (EAS) PROCESS

As part of your migration to RTI, you can run this process to extract data for all employees active in the current tax year and send it to HMRC for verification and alignment.

RTI INITIALIZATION PROCESS

If you are migrating to RTI from a different software provider, you must run this process before you can make any RTI submissions. This process updates your existing employee payroll data, setting the NINO verification flag to ‘Verified before RTI legislation’ and changing the old Payroll ID to the new HMRC Payroll ID.

STATUTORY PAYMENTS BALANCES

New balances for statutory payments are seeded and used for Real Time Information (RTI) reporting on the Employer Payment Summary. These balances cover the different types of statutory payments to employees, and the recovery and compensation amounts to be claimed for each type of the payment made. These include Statutory Sick Pay, Additional Statutory Paternity Pay (for Adoption and Birth), Statutory Adoption Pay, Statutory Maternity Pay, and Shared Parental Pay. Balances for the statutory payment amounts include balances for the recovery amounts, and National Insurance Contributions (NIC) compensation amounts.

TAX CODE VALIDATION LEGISLATIVE UPDATE

The validation for Tax Code is updated to comply with the legislative changes for the tax year 2014-2015. The application ensures that the Tax Code value FT on the PAYE component is no longer valid.

DEO PAYMENT SCHEDULE

The Deduction of Earnings Order (DEO) Payment Schedule enables employers to submit to the appropriate authority, details of DEO amounts due, deducted, and the reasons for differences, if any. The payment schedule is generated both as a report and an excel file using the format specified by HM Revenues & Customs (HMRC). It includes data for all DEO currently operated by the employer, across all three types of DEO.

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ORACLE FUSION HUMAN CAPITAL MANAGEMENT FOR THE UNITED STATES

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

ROTH 401 (K) AND ROTH CATCH-UP

This new feature allows employees to save for retirement on an after-tax basis.

EMPLOYEE W-2

You can use this new feature to create employee W-2s. A template supporting a four-part horizontal (4up horizontal) paper format is provided.

W-2 REGISTER

The W-2 Register supports pre-print verification and reconciliation of employee W-2s and related information. The W-2 register includes:

• Employee Detail report • Totals report, sorted by TRU • Employee Exception report

NEW HIRE ELECTRONIC REPORT

You can use the New Hire Electronic Report to report to the appropriate state agencies any newly hired and rehired employees. Support for the following states is available: California, Texas, Florida, Illinois, Pennsylvania, Ohio, Georgia, North Carolina, New Jersey, Virginia, Washington, Massachusetts, Arizona, Indiana, Maryland, Wisconsin, Colorado and Nebraska. A standardized file format is provided that is suitable for submission to other states after some customization.

EEO-1 ESTABLISHMENT ELECTRONIC REPORT

You can use the EEO-1 Establishment Electronic Report to report your employment data to the appropriate federal agency. This is categorized by race/ethnicity, gender, and job category.

VETS-100 AND VETS-100A ESTABLISHMENT ELECTRONIC REPORT

You can use this new report to report the employment opportunities you provide to various types of veterans to the appropriate federal agency.

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NEW JERSEY FAMILY LEAVE INSURANCE

This update now includes Family Leave Insurance plan tax calculations for employees working in the state of New Jersey. New Jersey law provides up to 6 weeks (42 days) of Family Leave Insurance (FLI) benefits for workers to bond with their newborn or newly adopted child or to provide care for a seriously ill family member.

W-4 DATA ENTRY FOR STATES THAT DON’T FOLLOW FEDERAL

Employees can now use the Portrait Gallery to update their W-4 data directly into the state PDF forms. The following information is available for update: filing status, total number of allowances, additional tax withholding, and basic exemptions. All states with income tax are available.

EMPLOYEE EARNINGS DISTRIBUTION OVERRIDES

Employees working in multiple jurisdictions may need their income taxed differently for each location. This feature introduces the new Employee Earnings Distribution Overrides card, through which you can specify the percentage of time worked in each jurisdiction.

SUPPLEMENTAL TAXATION OVERRIDE FOR CALIFORNIA

California taxes the withholding rates on bonus and stock option payments at a different supplemental withholding rate than other earnings. You can now specify an alternate tax method for these kinds of earnings, either for new Supplemental Earning elements or existing ones.

BATCH LOADER SUPPORT FOR INVOLUNTARY DEDUCTION CARDS

The batch loader spreadsheets are a fast way to upload batches of data. You load data into staging tables using the generic spreadsheet loader and then transfer the batch into live HCM tables. You can use predefined templates to create batch uploads. A predefined template is available to support the upload of involuntary deduction card components.

EMPLOYEE COUNT DERIVATION FOR THIRD-PARTY PERIODIC TAX EXTRACT

Third-party vendor ADP requires employee counts for the proper filing of certain regional taxes. The employee is counted if they have subject wages for the tax; therefore, a breakdown by male and female count is not required. In previous versions, one employee count was derived and used for all tax types. Fusion HCM (US) is now deriving separate employee counts for each tax type.

US LEGISLATIVE DATA FIELDS AVAILABLE FOR ORACLE TRANSACTIONAL BUSINESS INTELLIGENCE (OTBI)

US legislative flexfields are now available for reporting in OTBI. The data includes veteran status, I-9 information, Equal Employment Opportunity (EEO) information, and Americans with Disabilities Act (ADA) information as recorded in these legislative fields.

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BATCH LOADER SUPPORT FOR ORGANIZATION CALCULATION CARDS

The batch loader spreadsheets are a fast way to upload batches of data. You load data into staging tables using the generic spreadsheet loader then transfer the batch into live HCM tables. You can use predefined templates to create batch uploads. A predefined template is now available to support the upload of organization calculation cards for PSUs and TRUs. Use organization calculation cards to specify rules such as self-adjustment methods for taxes, supplemental tax calculation methods, and state unemployment employer experience rates.

NEW ASSIGNMENT FIELD TO SUPPORT AFFORDABLE CARE ACT (ACA)

To accommodate the reporting and eligibility requirements of the Employer Shared Responsibility Provision of the Affordable Care Act (ACA), a new field, ACA Full Time, has been added at the assignment level in a US legislative flexfield.

DATE VALIDATION FOR MANAGE TAX WITHHOLDING IN PORTRAIT

This feature introduces additional validation that prevents a user from performing a date-effective change prior to the last payroll date processed for an employee.

FULL STATE SUPPORT FOR NEW HIRE REPORTS

This feature provides electronic filing support of the New Hire Report for the following states: AK, AL, AR, CT, DC, DE, HI, IA, ID, KS, KY, LA, ME, MN, MO, MS, MT, ND, NH, NM, NV, OK, OR, PR, RI, SC, SD, TN, UT, VT, WV and WY.

NEW PRIMARY CLASSIFICATION FOR EMPLOYER TAXES

This feature provides a new primary classification for Employer Taxes. This classification is now available when defining elements.

ADDITIONAL OUTPUT OPTIONS IN BIP FOR VIEWING US PAYSLIP

When viewing US Payslip content through the BI Publisher, the following output options are now available: Microsoft Excel (.xlx) and Data.

TAX RATE OVERRIDES FOR PUERTO RICO

This feature provides override fields for the following Puerto Rico tax rates: Unemployment Experience, Disability Employee Withholding, and Disability Employer Liability.

PUERTO RICO WAGE BASIS RULES

This feature introduces predefined values for Puerto Rico wage basis rules.

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EARNINGS TYPE FOR INVOLUNTARY DEDUCTION CALCULATIONS

This feature introduces the new Earnings Type for Deduction Calculations field in the US Involuntary Deduction Data component of the Involuntary Deductions card. This field allows the user to select the default earnings type as either gross earnings or disposable income. This applies to order amounts entered as a rate.

PORTRAIT WITHHOLDING CERTIFICATE DISPLAYS ACTIVE TAX REPORTING UNITS

When viewed through Portrait, an employee’s withholding certificate displays only those tax reporting units that are active as of the date selected.

LEGAL EMPLOYER GROUPING FOR HR REPORTS

This new feature allows the user to group legal employers for EEO-1 and VETS-4212 reporting. On these reports, the head counts of the legal employers are consolidated into a single value represented by the parent legal employer.

VETS-4212 REPORT

This feature delivers the new legislative report VETS-4212. For calendar year 2015 and beyond, this report replaces the VETS-100A report. The new report requires contractors to report specified information on protected veterans in their workforce in the aggregate, using the same categories currently used for the Employer Information Report (EEO-1), rather than for each category of veterans protected under the statute.

USER DEFINED TAX SUPPORT FOR THIRD-PARTY PERIODIC TAX REPORTING

This feature provides the capability to include user defined taxes on the ADP periodic tax files, such as regional employer taxes. After element and balance definition, use the Manage Enterprise HCM Information task in the Workforce Structures work area to add the new balances to the US Balance Definition region and select them for inclusion in the periodic tax filing process. The capability also exists to include the user defined tax data in the periodic archive.

PUERTO RICO DISPOSABLE INCOME RULES FOR INVOLUNTARY DEDUCTIONS

This feature introduces predefined values for Puerto Rico disposable income rules used in the calculation of involuntary deductions.

COMPANY ENTRY DESCRIPTION ADDED TO MAKE EFT PAYMENTS PROCESS

This feature introduces a new Company Entry Description parameter to the Make EFT Payments process. Use this field to specify the purpose of the entry or type of transaction, as provided by the transaction’s originating entity. When entered, this parameter value populates on the IAT batch header record in the output file.

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PA ACT 32 CALCULATION ENHANCEMENTS

Act 32 of the Pennsylvania Department of Community and Economic Development requires a PSD code and school district for both an employee’s residence and work locations in order to determine the proper local income taxation. To determine these codes, Oracle Fusion HCM (US) now checks the residency certificate of the employee’s withholding certificate first instead of the address. If there is no resident data entered the residency certificate, then it uses the employee’s address, including the tax district, to determine them. If the data is missing from both the employee’s residency certificate and address, then it raises an error during payroll calculation.

ASSIGNMENT ENHANCEMENTS FOR AFFORDABLE CARE ACT SUPPORT

Augment the Affordable Care Act (ACA) reporting and eligibility by specifying the following at the employee assignment level: Limited non-assessment period, measurement period, administration period, stability period and safe harbor override.

CONTACT ENHANCEMENTS FOR AFFORABLE CARE ACT SUPPORT

Augment Affordable Care Act (ACA) reporting by specifying the following additional information for employee contacts: TIN Type and TIN Number.

SPECIFY PRINT PREFERENCES FOR AFFORDABLE CARE ACT FORM 1095-C

Facilitate delivery of ACA Form 1095-C to employees through the new document type provided under the Benefits category of the Manage Document Types task. With this new document type, employees can use their Portrait Gallery to specify their print preferences for Form 1095-C.

W-2C ARCHIVE

Capture critical year-end tax filing data changes through the Run W-2c Archive process. This process archives any year-end tax filing data changed after you have generated and distributed the employee Forms W-2. This archive prepares the data for use by the Run W-2c Employee Report process for creation of the Forms W-2c.

W-2C EMPLOYEE REPORT

Augment your year-end reporting by using the Run W-2c Employee Report process to generate Forms W-2c. This process uses data archived by Run W-2c Archive process to generate these reports and then pushes them to the Documents of Record, where employees can access through their Portraits.

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ORACLE FUSION TIME AND LABOR

Oracle Fusion Time and Labor is a comprehensive, easy to use, rules-based time recording and management system. Time and Labor fully integrates with Global Human Resources, Absence Management, Global Payroll, and Oracle Fusion Project Costing and supports a wide range of time recording needs including calendar-based time entry and a fully configurable time card. The real-time rules engine and rule templates provide an extensible and easy method to validate time entries and apply pay rules, with the results displayed on the time card. Close integration with Absence Management means scheduled absences are shown on the calendar and time card, and absences can be reported through the calendar and time card. Integration of Time and Labor with Global Payroll and Project Costing provides support for time entry adjustments, as well as accurate and consistent time-related data for payment, project management, costing, and billing.

CONTINGENT WORKER TIME ENTRY AND ADMINISTRATION

Contingent workers, also known as contractors or temporary workers can now enter time and absence information in Time and Labor. Contingent workers in management, administration, or other implementation roles can set up Time and Labor, approve time, and perform any of the other managerial or administrative tasks relating to time entry management.

ENHANCED GROUP DEFINITION AND REFRESH

You can now use one or more queries to search for a list of people and select multiple people by name to include or exclude at once. All parameters for the Refresh Group Membership process are now required, the current date is supplied by default as the evaluation date, and by default future results are not deleted. These changes prevent errors caused by missing criteria when refreshing groups. New diagnostic logs enable system administrators to resolve functional or system errors or contact Oracle Support for review.

PROJECT LIST ON TIME CARD FILTERED BY PROJECT TEAM MEMBER

New delivered time entry layouts and time card fields make entering project time more efficient by displaying only projects and related tasks for which a worker is a team member. Previously, the list included all valid projects in a business unit. If a project doesn’t use team membership, workers can still enter time using a list of valid project numbers or names for that business unit.

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INTEGRATED SOLUTION FOR ABSENCE AND TIME CARD APPROVALS

Enhanced triggering of approvals prevents duplicate approval notifications for an absence and time card submitted at the same time. This enhancement reduces the number of approval notifications displayed in an approver’s work list or e-mail. For an absence entered within the dates of an existing time card, only the time card submittal triggers an approval notification, without triggering an additional notification for the absence. The absence entry appears in the time card routed for approval.

ROW, COLUMN, AND TIME CARD TOTALS

The time card now displays totals for the day, for the time type row, and for the total time card. The total of hours entered for each day, for all time types, appears at the bottom of each column. The last column on the time card displays the total hours entered for the time type on each row, and a column total for the sum of all hours entered on the time card. Totals reflect either hours entered, or the calculated hours between start and stop times.

COMBINED PROJECTS AND PAYROLL TIME CARD LAYOUT

We now deliver a layout set that combines both Project Costing and Global Payroll time consumers along with Absence Management, using delivered time card fields. The delivered layout set and new time card fields support time reporting that transfers to either Global Payroll or Project Costing, or to both time consumers. The new combined layout set combines Project Costing, Global Payroll, and Absence Management time attributes in one time card field. The combined layout set transfers the entries to Global Payroll, Project Costing, or Absence Management, depending on the worker entries that trigger the previously delivered validation and approval processes.

NEW TASK TO ANALYZE RULE PROCESSING DETAILS

A new page displays details of the time entry or time calculation rules, rule sets, formula, and processing logs for a worker’s time card. To research and resolve rule processing issues, the administrator can search for time cards using a variety of criteria for the various time card actions and processing instances. Processing details available include the formula and rule definitions, along with the detailed rule processing logs for the individual rules or rule set.

ENABLE PAYROLL COSTING OVERRIDES AS TIME CARD OR CALENDAR TIME ENTRIES

End administrator costing adjustments by enabling costing attribute overrides during time entry. Payroll costing time attributes are now available as time entry fields on the configurable time card layouts. The lists of values defined for each payroll costing attribute are provided during time entry. Entries are validated and transferred to Global Payroll using standard integration processes.

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DELIVERED DATABASE ITEMS FOR FAST FORMULA

Access person, assignment, and scheduling information in Time and Labor formulas using new database items. The delivered items include access to HR-assigned schedule availability. The delivered items can be accessed from any rule type for use in validating or processing time entries. The list of delivered database items includes:

• Assignment - Position FTE • Assignment - Employee Category • Assignment - Hourly Salary Code • Assignment - Job Code • Assignment - Job Name • Assignment Scheduling information

ORACLE TRANSACTIONAL BUSINESS INTELLIGENCE (OTBI) ENHANCEMENTS

Create OTBI reports using newly delivered subject areas. You can report on reported or calculated time entries on payroll time types, project values, and absence time card entries. Time card reports can display time card statuses for select groups of workers based on optional report filters and selected calendar date ranges. For example, you can define a report to display time cards for a specific worker group and the current month.

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ORACLE FUSION TRANSACTIONAL BUSINESS INTELLIGENCE

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

WORKFORCE MANAGEMENT – VACANCY REAL TIME

You can use the Workforce Management – Vacancy Real Time subject area to report on vacancies in the organization. You can report on vacancies by manager, job, time, department, and so on. You can also use this subject area to report on requisitions raised, their statuses, and hires.

COMPENSATION – SALARY HISTORY DETAILS REAL TIME

You can use the Compensation – Salary History Details Real Time subject area to report on retrospective salary details. You can also report on key information like performance rating of the worker, changes to various salary components, the year, month, and date details of the salary changes, compa-ratios at various points in time, changes in salary amounts, salary details, worker history related to business unit and changes in job, department, and so on.

EXPANDED WORKER DIMENSION ATTRIBUTES

The Worker dimension now includes additional attributes that are available across all subject areas. The additional attributes include:

• Termination Date • Standard Working Hours Frequency • Standard Working Hours • Normal Working Hours Frequency • Normal Working Hours

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ADDITIONAL WORK RELATIONSHIP REAL TIME ATTRIBUTES

The Work Relationship Details dimension in the Work Relationship Real Time subject now includes the following attributes:

• Rehire Denied Reason • Rehire Denied Authorizer • On Military Service • Last Day Worked

EXPANDED LOCATION DIMENSION ATTRIBUTES

The Location dimension now includes additional attributes that are available across all subject areas. The additional attributes include:

• Location Code • Location Name • Description • Inventory Organization • Bill To Site • Action Reason • Geography Hierarchy • Main Phone • Main Fax • Other Phone • Designated Receiver

ADDITIONAL EMPLOYMENT CONTRACT DETAILS ATTRIBUTE

The Employment Contract Details dimension in the Employment Contract Real Time subject area now includes the Project End Date attribute.

EXPANDED POSITION DIMENSION ATTRIBUTES

The Position and Position Details dimension now includes a valid grades attribute. The attribute will hold up to 5 valid grades.

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ADDITIONAL WORKER ASSIGNMENT EVENT REAL TIME METRICS

The Worker Assignment Event Real Time now includes the following additional metrics:

• Event Headcount • Event FTE • Hire Headcount • Hire FTE • Pending Hire Count • Pending Hire Headcount • Pending Hire FTE • Termination Count • Termination Headcount • Termination FTE • Transfer in Count • Transfer in Headcount • Transfer in FTE • Promotion Headcount • Promotion FTE • Rehire Count • Rehire Headcount • Rehire FTE

NEW ANALYSES

Three new analyses are available in Transaction Analysis Samples:

• Headcount Report: Provides the count of vacancies, pending workers, full time workers, part time workers, contingent workers, future-dated terminations, and absent worker counts aggregated by either manager or department.

• Position Incumbents: Provides a list of positions and the incumbents in each one as of a defined date. Filtering options include business unit, department, job, grade, location, and whether the incumbent is active or inactive.

• Position Occupancy: Provides an overview of the position headcount, open headcount, incumbent headcount, full time equivalent (FTE) headcount, and open FTE headcount aggregated by departments or positions.

ORACLE BUSINESS INTELLIGENCE ANSWERS NEW DIMENSIONALITY CHECK BOX

The Advanced tab of Oracle Business Intelligence Answers includes a new check box called Dimensionality. When you select this check box, the logical SQL will be appended with the following request variable value: SET VARIABLE ENABLE_DIMENSIONALITY = 1. This is a standard in executing cross subject area queries.

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ORACLE BUSINESS INTELLIGENCE ANSWERS – IMPROVED ERROR MESSAGE

In a cross-subject area query, when you attempt to join columns from multiple subject areas that are not allowed to be joined, Oracle Business Intelligence Answers generates a message indicating that the criteria did not result in data instead of generating an ORA error message.

ORACLE BUSINESS INTELLIGENCE ENTERPRISE EDITION – EFF CONTEXT SUBFOLDER

When the Organization Extensible Flexfields (EFFs) are imported into the Oracle Business Intelligence Repository, only the context belonging to the department category will appear within the Department folder as a subfolder. For example, Quarterly Wages Listing Rule is a context folder that gets created under the Department folder.

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ORACLE FUSION WORKFORCE MODELING

Oracle Fusion Workforce Modeling provides an integrated solution supporting Oracle Fusion Global Human Resources and provides an easy to use, drag and drop interface that allows you to create reorganization proposals and assess their impact before they are even sent for approval. The intuitive interface and integration with Oracle Fusion Global Human Resources will ensure that changes are accurately reflected and validated in the transactional system.

MORE FILTERING OPTIONS

You can now filter the table view and display the saved filters on the page.

CAPTURE SALARY DETAILS

You can now enter salary details in existing salary records if:

• The salary basis doesn’t use components • The worker assignment doesn’t have a grade ladder • The action code is promote or transfer

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ORACLE FUSION WORKFORCE REPUTATION MANAGEMENT

Oracle Fusion Workforce Reputation Management harnesses social networks to help organizations discover, mobilize, and retain talent. It provides insight into the social reputation and influence of workers and candidates. It also helps organizations to monitor workers’ compliance with social-media policy, and to mitigate social-media risk.

SUBJECT MATTER EXPERT DEFINITION

Line managers seeking individuals with a reputation as subject matter expert in specific skill areas can now use the Subject Matter Expert Definition feature to do so. This is an advanced search option available as part of the Search and Review Skills task. This feature enables managers to search for subject matter experts in relevant skills areas, and supports selecting and prioritizing the skills to add to the search criteria. The subject matter expert score is displayed for each profile returned in the search results. This score is based on a run time analytic that measures the relative expertise of each individual across the skills defined.

ENHANCED SEARCH FEATURE

The Search and Review Skills feature now includes a faceted search capability enabling users to easily filter on search results. The faceted search attributes include subject or population type, organization, network sources, skills, location, title, and years of experience. You can view search results in profile-card and grid views. The grid view, new in this release, supports the same data as presented in the profile-card view but enables the line manager to sort and easily compare individuals in the result set. Additionally, you can save search queries and download results to a Microsoft Excel file.

ENDORSEMENTS

Workers can now enter endorsements for others, and view the endorsements and comments made about their skills, by other workers. The worker’s profile picture, name, and title appear on the new My Endorsements tab, as well as a list of the worker’s skills, endorsements, and comments made about the worker’s skill set. Workers can search for other workers, view their skills, endorse workers by selecting or highlighting the relevant skills, and make comments about the worker.

SIMPLIFIED MANAGER SELF-SERVICE USER INTERFACE

In the simplified user interface, in the Team Talent page, line managers can now view the reputation scores for their teams. The new interface enables line managers to filter and sort their team members, and view their team members’ reputation scores in different time periods. The new interface displays the score velocity and a graph representing a person’s scores over various periods of time. Line managers can also view which team members are not participating in the reputation score program.

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QUICK REPUTATION AND COMPLIANCE REPORTS

The Reputation and Compliance Trends pages now include a Quick Reports feature, which provides users the ability to build quick reports around reputation scores and compliance policies, using various selection options. Report options include: Report type: (Top 3 scores/velocity, Top 5 scores/velocity, Top 10 scores/velocity, Last 3 scores/velocity, Last 5 scores/velocity, Last 10 scores/velocity), Period, Population, and Global versus team.

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