Professional Documents
Culture Documents
Human Capital Management Release 12.2 (inclusive of 12.0.2 12.1 HRMS RUP6)
Table of Contents
1. 2.
2.1.
Disclaimer Introduction
Purpose of Document
1 2
2
3.
3.1.
3
3
3.1.1. Release 12.0.3 (RUP3) 3 3.1.1.1. Reopen Life Events Process 3 3.1.1.2. Open Enrollment Window Modification 3 3.1.1.3. Tracking Ineligible to Ineligible Row Creation 3 3.1.1.4. Additional Input Parameters for Fast Formulas 3 3.1.2. Release 12.1.1 3 3.1.2.1. Enforce Minimum Coverage for Life Events with No Electable Choices 3 3.1.2.2. Restrict Display of Primary Care Provider 4 3.1.2.3. Enhanced Individual Contribution Distribution 4 3.1.3. Release 12.1.2 4 3.1.3.1. Use Default Enrollment to Reinstate Backed Out Intervening Events 4 3.1.3.2. Use a New System Profile to Carry Forward Certifications for Life Events without a Configured Coverage Restriction 5 3.1.3.3. Recalculate Imputed Income When Coverage Amount Changes Upon Receipt of Certification. 5 3.1.3.4. Suppress HIPAA if Participant Gains Electability in Alternate Plan Type 5 3.1.4. Release 12.1.3 5 3.1.4.1. User Defined Criteria for Dependent Eligibility 5 3.1.5. Release 12.1 HRMS RUP5 5 3.1.5.1. View Rate History in Self Service 5 3.1.5.2. Close Enrollment in Self Service 5 3.1.5.3. Reopen Reinstated Enrollment 6 3.1.5.4. Deactivate Communication Type 6 3.1.5.5. Eligibility for Person Changes and Communication Types 6 3.1.5.6. All Ineligible Flag for Compensation Objects 6 3.1.5.7. Use Person Selection rule for Extract Process 6 3.1.5.8. Delete Unrestricted Enrollment 7 3.1.6. Release 12.1 HRMS RUP6 7 3.1.6.1. Enhanced Life Event Summary Report 7 3.1.6.2. Trigger Life Events from Person and Assignment Information Types 7 3.1.6.3. Control Ability to Designate Participant as Beneficiary 7
3.2.
7
7 7 8 8
3.3.
8
8 8 8
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Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document
3.3.1.3. Reduce Post Processing Time between Multiple Business Organizations 8 3.3.1.4. Perform Dynamic Calculations in Multiple Columns 9 3.3.2. Release 12.1.1 9 3.3.2.1. Anniversary Date Based Awards 9 3.3.2.2. Print Total Compensation Statements for Groups of Employees 9 3.3.2.3. Display the Worksheet Manager in the Switch To Manager Search Page 9 3.3.2.4. New Salary Proposal to be Explicitly Approved 10 3.3.2.5. Update Percentage of Eligible Salary in Employee Administration 10 3.3.2.6. View Performance Appraisal Details in Compensation Workbench 10 3.3.3. Release 12.1.2 10 3.3.3.1. Streamline the Promotions and Allocations Process with Enhanced Compensation Workbench Spreadsheet Download/Upload Features 10 3.3.3.2. Display Market Salary Survey Data in Compensation Workbench 11 3.3.4. Release 12.1.3 11 3.3.4.1. Performance and Promotion History Popup in Worksheet 11 3.3.4.2. Post Zero Salary Increases 11 3.3.4.3. Control Period for Viewing Appraisals in Compensation Allocation Worksheet 11 3.3.4.4. Refresh Plan, Employee and Summary Data from Compensation Workbench Home Page 11 3.3.4.5. Ensure Employees New Salary is within Grade Range 11 3.3.5. Release 12.1 HRMS RUP4 12 3.3.5.1. Proposed Grade Range, Proposed Grade Midpoint and Proposed Comparatio now Available for Spreadsheet Download 12 3.3.5.2. Run the Back-out Compensation Workbench Life Events Process for Single Person 12 3.3.5.3. Optionally Hide In Progress Salary Increases in Employee History 12 3.3.5.4. Download Data Using Web ADI 12 3.3.6. Release 12.1 HRMS RUP6 12 3.3.6.1. Email Employee Compensation Statements 12 3.3.6.2. Email Total Compensation Statements 12 3.3.6.3. Back out Compensation Workbench Postprocess 13
3.4.
13
13 13
3.5.
14
3.5.1. Release 12.1.1 14 3.5.1.1. Knowledge Integration with ENWISEN 14 3.5.1.2. HR Help Desk 14 3.5.1.3. Access to Ex-Employee and Future-Dated Employee Records in User Based and Dynamic Security 15 3.5.1.4. Multi-Tenancy for Business Process Outsourcing vendors 15 3.5.2. Release 12.1.2 15 3.5.2.1. Use Search Criteria to Query Records in the People Window 15 3.5.2.2. Ability to change the Final Process Date when it is set same as the Last Standard Process Date 15 3.5.3. Release 12.1.3 15 3.5.3.1. Enhanced Document of Records 15 3.5.3.2. Ability to Restrict Negative Balance in Absence 15 3.5.3.3. Additional Parameters in BG_ABSENCE_DURATION Fast Formula 16 3.5.3.4. Ability to use Dynamic Approvals in Checklist 16 3.5.3.5. Ability to view Criteria Set associated to Grade Step 16 3.5.4. Release 12.1 HRMS RUP5 16 3.5.4.1. Approvals in Global Deployment 16 3.5.5. Release 12.2.2 16 3.5.5.1. Workflow Synchronization 16 3.5.5.2. Update Records with Future Person Changes 16
3.6.
17
3.6.1. Release 12.0.3 (RUP3) 17 3.6.1.1. Nominate Employee Termination Payments (ETP) as Transitional or Non-Transitional Life Benefit Payments 17 3.6.1.2. Comply with Statutory Updates for EOY 2007 17 3.6.1.3. Override the Eligibility Set on the Element to Pay the Long Service Leave Amount 18 3.6.2. Release 12.0.4 (RUP4) 18
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document iii
3.6.2.1. Multiple ETP Payment Summary 18 3.6.3. Release 12.0.5 (RUP5) 18 3.6.3.1. Pay Multiple Employment Termination Payments (ETP) and Generate Separate ETP Payment Summaries 18 3.6.3.2. Display Multiple ETPs on Termination Report 18 3.6.3.3. Use the Changed ETP Payment Summary Layout 2007 18 3.6.3.4. Report Employees Tax File Number (TFN) to Super Fund 19 3.6.3.5. Calculate Extra Withholding Amounts for Advance Payments 19 3.6.3.6. Deduct Retro Pretax Amounts from Retro Earnings 19 3.6.4. Release 12.0 HRMS RUP7 19 3.6.4.1. Calculate Payroll Using the Updated Payroll Tax Rates 19 3.6.4.2. Report Allowances Using Balance Attributes 19 3.6.5. Release 12.1.2 19 3.6.5.1. Rehire Before Final Process Date 19 3.6.6. Release 12.1.3 20 3.6.6.1. Enable Retro Overlap for Australia 20 3.6.7. Release 12.1 HRMS RUP5 20 3.6.7.1. AU local address style and upgrade 20 3.6.7.2. AU Year End Enhancements 20 3.6.7.3. AU Payroll Reconciliation Summary report in XL output 20 3.6.8. Release 12.1 HRMS RUP6 20 3.6.8.1. AU Multiple Payment Summary Amendment 20
3.7.
21
21 21
3.8.
21
3.8.1. Release 12.0 HRMS RUP7 21 3.8.1.1. Comply with Canadian Cheque Specification Changes 21 3.8.2. Release 12.1.2 21 3.8.2.1. Use Retro Overlap Enabled for Canada Payroll 21 3.8.3. Release 12.1 HRMS RUP5 21 3.8.3.1. Canadian Cheque Writer (XML), Canadian Deposit Advice (XML) and Canadian Third Party Cheque Writer (XML) 21 3.8.3.2. Payroll Exception Report 21
3.9.
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22 22 22 22 22
22 22 23 23 23 23
3.10.
23
23 23 24 24 24 24 24 24 24
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3.10.1.9. Print Batch Payslips 3.10.1.10. Process Payments for Employees Based on 2007 Legislative Changes 3.10.1.11. Classify the Employees as Salaried/Hourly to Process Payrolls 3.10.1.12. Use the Balance Initialization Process 3.10.1.13. Use RetroPay Functionality to Pay Backdated Amounts to Employees 3.10.1.14. Override the use of Normal Periodic Deduction Value in Tax Calculation 3.10.2. Release 12.0.4 (RUP4) 3.10.2.1. Support the Payment Electronic File Format Changes 3.10.3. Release 12.0 HRMS RUP7 3.10.3.1. Use Holiday Pay Changes 3.10.3.2. Use Updated Danish Tax Card Upload Process 3.10.3.3. Comply with Statutory Changes for 2009 3.10.4. Release 12.1.2 3.10.4.1. Use Balance Reporting Architecture 3.10.4.2. Prevent Loss of Latest Balances 3.10.4.3. View Magtape Output Window 3.10.4.4. View Absence Statistics Report 3.10.4.5. View Additional Labor Cost Report 3.10.5. Release 12.1 HRMS RUP5 3.10.5.1. E- Holiday Card
24 24 25 25 25 25 25 25 25 25 25 26 26 26 26 26 26 26 26 26
3.11.
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27 27 27 27 27 28 28 28 28
3.12.
28
28 28
3.13.
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29 29 29 29 29 29
3.14.
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29 29 29 29 30 30 31 31 31 31 31 31 31 32 32 32 32
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Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document
3.14.6. Release 12.1.3 3.14.6.1. Capturing of LIC Policy Number in the Employee Tax Declaration 3.14.6.2. Voluntary Provident Fund (VPF) details in the Employee Tax Declaration 3.14.6.3. Enabled Payroll Exception Reporting 3.14.7. Release 12.1 HRMS RUP6 3.14.7.1. Full Support for Digital Signature in Form 16/Form 12B and Other Changes 3.14.7.2. Full Support for India Public Sector Payroll 3.14.7.3. IN Electronic Challan Cum Return (ECR)-2012
32 32 32 33 33 33 33 33
3.15.
34
34 34 34 34 34 34 35 35 35 36 36 36 36 36 36 36
3.16.
37
37 37
3.17.
37
3.17.1. Release 12.0.3 (RUP3) 37 3.17.1.1. Print Employee Number on Published Insurance Premium Exemption and Spouse Special Deduction Form for Salary Earner 37 3.17.1.2. Calculate and Archive Accident Insurance Information 37 3.17.2. Release 12.0.4 (RUP4) 37 3.17.2.1. Statutory Changes for 2007 37 3.17.3. Release 12.0 HRMS RUP7 38 3.17.3.1. Display Target Year Within Salary Payment Report 38 3.17.3.2. Support for Transfer with Zengin Format 38 3.17.4. Release 12.1.2 38 3.17.4.1. Use Salary Payment Report in e-file 38 3.17.4.2. Receive Local Tax Data in e-file 38 3.17.4.3. Use Wage ledger/Payment deduction report 38 3.17.4.4. Rehire employees before final processing date 38 3.17.4.5. Use Workers Register Report 38 3.17.4.6. Use Employee details report 38 3.17.5. Release 12.1.3 39 3.17.5.1. Use Separation Certificate 39 3.17.5.2. Use Withholding Income Tax for Termination Income Report 39
3.18.
39
39 39 39 39 39 39 40 40
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document
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3.19.
40
40 40 40 40 41 41 41 41 41 41 41 41 42 42 42 42 42 42 43 43 43 43 43 44 44 44 44 44 45 45 45 45 45 45 45 45
3.20.
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46 46 46 46 46 46 46 47 47 47 47 47 47 47 47 47 47 47
3.21.
48
48 48
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Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document
3.21.1.2. Use New Dutch First Day Notification Report 3.21.1.3. Group Multiple Assignments by Employer 3.21.1.4. Use New Profile Options 3.21.1.5. Support Refund of ZVW Contributions to Employees 3.21.1.6. Include Latest Assignment Details in the Dutch ATS Reports 3.21.1.7. Use Enhanced Life Saving Scheme Features 3.21.1.8. Use Updated Reports to Support Legislative Changes 3.21.1.9. Use New Wage Subsidies for Payroll Processing 3.21.1.10. Support for Late Hire Processing in Payroll 3.21.1.11. Use the New Adjustment Component to Carry Forward Earnings 3.21.1.12. Process Tax and SI Balances using AAOP instead of IP High and IP Low Pension Schemes 3.21.1.13. Use the Modified Dutch Annual Tax Statement Report 3.21.1.14. Use New Dutch Element RetroPay Setup Report to Display Retro Setup of User Element 3.21.1.15. Reduce Data Volumes and Improve Performance by Producing Fewer Run Result Values 3.21.1.16. Configure Precision of Maximum Salary Type 3.21.2. Release 12.0.4 (RUP4) 3.21.2.1. Year End Report 3.21.3. Release 12.0 HRMS RUP7 3.21.3.1. Use Updated Wage Reports for 2009 3.21.3.2. Use New Tax Code 950 3.21.3.3. Use Labor Handicap Discount/Old Age Discount Changes 3.21.3.4. Use Tax table Changes for 2009 3.21.3.5. Use Updated Dutch Wage Report 3.21.3.6. Use ZVW Changes 3.21.3.7. Use the Updated Addressing Female Employee Field in the Person Window 3.21.4. Release 12.1.2 3.21.4.1. Use Cash Management Integration for EFT Payments 3.21.4.2. Use Payroll Exception Report 3.21.4.3. Group Action Parameter 3.21.4.4. View Cost Allocations 3.21.4.5. View Magtape Output Window 3.21.5. Release 12.1 HRMS RUP5 3.21.5.1. Labor Cost Arrangement (LCA) 3.21.5.2. Digital Sickness Reporting
48 48 48 48 48 48 49 49 49 49 49 50 50 50 50 51 51 51 51 51 51 51 51 51 51 52 52 52 52 52 52 52 52 53
3.22.
53
53 53 53 53 54 54
3.23.
54
54 54 54 54 55 55 55 55 55 55 56 56 56 56 56 56 57
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3.23.1.17. Implement Mandatory Occupational Pension Scheme 3.23.1.18. Use the Balance Initialization Process 3.23.1.19. Improve the Performance of Oracle Payroll Processing 3.23.2. Release 12.0 HRMS RUP7 3.23.2.1. Comply with Legislative Changes for 2007/2008 3.23.2.2. Comply with EOY0708 Legislative Changes effective from 2008
57 57 57 58 58 58
3.24.
59
59 59 59 59
3.25.
59
59 59 59 59 59 59 60 60
3.26.
61
61 61 61 61 61 61 61 62 62 62
3.27.
63
63 63 63 63 63 63 63 63 63 64 64 64 64 64 64 64 64 64 64 65 65 65 65
3.28.
65
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Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document
ix
3.28.1.1. 3.28.1.2.
Use the Updated NIE Format Share CAC Numbers at New Levels
65 65
3.29.
65
65 65 65 66 66 66 66 66 66 66 67 67 67 67
3.30.
67
67 67 67 67 67 67
3.31.
68
68 68 68 68 68 68 68 68 69 69 69 69 69 69 69 70 70 70 71 71 72 72 72 72 72 72 73 73 73 73 73 73 73 74
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Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document
3.31.5.4. School Workforce Census Reporting (Public Sector) 3.31.6. Release 12.1 HRMS RUP4 3.31.6.1. New Manager SSHR Region to Record Evidence for Sickness Absence 3.31.7. Release 12.1 HRMS RUP5 3.31.7.1. Payroll Groups 3.31.8. Release 12.2 3.31.8.1. Element Register Report enabled
74 74 74 74 74 75 75
3.32.
76
3.32.1. Release 12.0.4 (RUP4) 76 3.32.1.1. Use Ethnic Categories Recognized by Agencies for EEO-1, EEO4, EEO5, and IPEDS Reports 76 3.32.1.2. Obtain VETS-100 Reports Based on the Previous Year 76 3.32.1.3. Statutory Changes to EEO-1 Paper and Magnetic Reports 76 3.32.1.4. Control Resident Wage Accumulation and Tax Calculation 76 3.32.1.5. Use Open Plan Solution Formats for TIAA-CREF Files 76 3.32.1.6. Capture Make-up Amounts for Roth Contributions on W-2s 77 3.32.1.7. Identify Initial and Subsequent Corrections on W-2Cs 77 3.32.1.8. Submit the Florida State Quarterly Wage Listings File in XML Format 77 3.32.2. Release 12.0.5 (RUP5) 77 3.32.2.1. Comply with State of Maryland - W-2 Magnetic Media Updates 77 3.32.2.2. Comply with Social Security Administration Changes 77 3.32.2.3. Comply with JIT and School District Updates 77 3.32.3. Release 12.0 HRMS RUP7 78 3.32.3.1. Correctly Print Multiple Child Support Attachment Numbers and Amounts on Third Party Checks and Third Party NACHA Output 78 3.32.3.2. Override Garnishment Minimum Wage Rules and Factors to Comply with non-Standard Involuntary Deduction Requirements 78 3.32.3.3. Create Custom BI Publisher Templates for Payroll 78 3.32.3.4. Use New Retro Overlap Functionality 78 3.32.4. Release 12.1.2 78 3.32.4.1. Cash Management Integration with US Payroll for EFT (NACHA) Reconciliation 78 3.32.4.2. Select Custom Template When Printing Employee W-2s 78 3.32.4.3. XML-Based Employer W-2 to be Filed With the State Report 78 3.32.5. Release 12.1.3 79 3.32.5.1. Produce Printable and Customizable Online Payslips 79 3.32.6. Release 12.1 HRMS RUP5 79 3.32.6.1. New XML-Based Third Party Check Writer Process 79 3.32.6.2. Override State Withholding Lines in Self Service 79 3.32.6.3. New Override Check Date for Check Writer (XML) Report 79 3.32.7. Release 12.1 HRMS RUP6 79 3.32.7.1. Employees Can Now Model Their Paychecks Online! 79 3.32.7.2. Employee W-2c Now Available Online 80 3.32.7.3. New XML-Based Employee W-2c PDF Report More Versatile and Robust 80
3.33.
80
80 80 80 80 81 81 81 81 81 81 82 82 82 83 83 83
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document
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3.33.3.5. Enhanced Searches 83 3.33.3.6. Attachments in Vacancy and Offers 84 3.33.3.7. Dashboards for Hiring Manager and Recruiter 84 3.33.3.8. Reconsider Terminated Applications 84 3.33.3.9. Offer Withdrawal 84 3.33.4. Release 12.1.2 85 3.33.4.1. Create External User Accounts for Candidate Records Created by Managers and Recruiters 85 3.33.4.2. Use RSS Feeds links when searching for Jobs 85 3.33.4.3. Use Hyperlinks in the Notifications to Navigate to iRecruitment Pages 85 3.33.4.4. View Interview iCalendar file (.ics file) Attachments in Notifications 85 3.33.4.5. View Salary Amounts in the Corporate Currency 85 3.33.4.6. View Resume and Documents on iRecruitment pages 86 3.33.4.7. Provide comments while withdrawing job applications or terminating job applications 86 3.33.4.8. Use Document type restriction for file uploads 86 3.33.4.9. View Job Details and Candidate Details in Popup windows on iRecruitment pages 86 3.33.4.10. Record Notes on Applicants 86 3.33.5. Release 12.1.3 87 3.33.5.1. Candidate Profile 87 3.33.5.2. Find Duplicates 87 3.33.5.3. HR-XML 2.5 Compliance for Job Board Posting 87 3.33.5.4. Salary Basis and/or Proposed Salary fields non-mandatory 87 3.33.5.5. Dated Updates for Application Statuses 88 3.33.5.6. Offer related changes for Employee Applicants 88 3.33.6. Release 12.1 HRMS RUP4 88 3.33.6.1. View Application Details of a Hired Applicant 88 3.33.6.2. Initiate Self Service HR Applicant Hire Process from Offers 88 3.33.6.3. Dynamically populate the Vacancy and Application Status LOVs in iRecruitment 88 3.33.7. Release 12.1 HRMS RUP5 89 3.33.7.1. Access to internal job site for contingent workers 89 3.33.8. Release 12.1 HRMS RUP6 89 3.33.8.1. Applicant Time Resume 89 3.33.8.2. Administer Assessment in Multiple Languages 89 3.33.8.3. View All Scheduled Interviews 90 3.33.8.4. Upload Offer Letters When Creating or Updating Offers 90 3.33.8.5. View Complete Interview Location Address Details 90 3.33.8.6. Control the Ability of Managers to Apply for Vacancies Created by Subordinate Employees in Their Supervisor Hierarchy 90 3.33.8.7. Auto Complete Disabled for Certain Fields in iRecruitment 90 3.33.8.8. Enter Key Mapped with Go Button for Specific Fields in iRecruitment 91 3.33.8.9. Avoid Issues When Using DMZ Instance for iRecruitment 91 3.33.9. Release 12.2 91 3.33.9.1. Multi Location Vacancy 91
3.34.
92
92 92
3.35.
92
92 92 92 93 93 93 93 93
3.36.
93
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Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document
3.36.1.4. Specify Accounting Dates When Transferring Distribution Lines to Oracle General Ledger, Oracle Projects, and Oracle Grants Accounting 94 3.36.1.5. Use Parameter Sets to Run Scheduling and Distribution Reports More Easily 94 3.36.2. Release 12.0.5 (RUP5) 94 3.36.2.1. Rollback Create Distribution Lines Process for All Periods by Providing the Highest Time Period Name 94 3.36.2.2. Use New Predefined Salary Cap Rates 94 3.36.2.3. Control the Behavior of the Import Process 95 3.36.3. Release 12.1.1 95 3.36.3.1. Integration with Award Distribution Functionality in Grants Accounting 95 3.36.4. Release 12.1 HRMS RUP5 95 3.36.4.1. Archive and Retrieval processes for Pre-Gen Distribution Interface 95
3.37.
95
95 95 96 96 96 96 96 97 97 97 98 98 98 98 98 99 99 99 100 100 100 101 101 101 101 101 101 101 102 102 103
3.38.
103
103 103
3.39.
104
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Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document
3.39.5.1.
105
3.40.
105
3.40.1. Release 12.0.4 (RUP4) 105 3.40.1.1. Manage Offline Appraisals 105 3.40.1.2. Web ADI Support for Succession Planning Data Update 105 3.40.2. Release 12.0 HRMS RUP7 105 3.40.2.1. Support Decimal Values for Fields Using Quantitative Measurement Style While Creating Objectives105 3.40.2.2. Create Appraisals for New Joinees And Transfers-In Whose Employment Start Date Is Later Than the Appraisal Task Start Date 106 3.40.2.3. View the Status of Scorecards and Appraisals of Workers Who are no Longer Part of Published Plan Population 106 3.40.2.4. Provide Complete % Value Either More than or Less than 100 for Objectives 106 3.40.2.5. Update Description Details of Objectives Created by Employees 106 3.40.2.6. Add Jobs and Job Competency Requirements During An Appraisal Period 106 3.40.3. Release 12.1.1 107 3.40.3.1. Mass Cascading of Objectives 107 3.40.3.2. Line of Sight of Objectives 107 3.40.3.3. Display Workforce Performance Management Appraisals in the Appraisals Function 107 3.40.3.4. Reference to Talent Management Replaced with Performance Management 108 3.40.3.5. Support Decimal Values for Fields Using Quantitative Measurement Style While Creating Objectives108 3.40.3.6. Display Competency and Objectives Scores on Workflow Notification Page 108 3.40.3.7. Changes to Reject Option in Notifications 108 3.40.3.8. Enhance Capability of HR Administrator Function 108 3.40.3.9. Process for Managing Completed Performance Management Plans 109 3.40.4. Release 12.1.2 109 3.40.4.1. Use Eligibility Criteria to Define Plan Population 109 3.40.4.2. Use Performance Journal 109 3.40.5. Release 12.1.3 109 3.40.5.1. Manage Appraisals of Terminated Workers 109 3.40.5.2. Editable Pop-up for Quick Updates to Objectives 110 3.40.6. Release 12.1 HRMS RUP5 110 3.40.6.1. Performance Administrator enhancements 110 3.40.7. Release 12.1 HRMS RUP6 111 3.40.7.1. Perform Mass Change of Appraisers 111 3.40.7.2. Use Configurable Print Options to Print Appraisals 111 3.40.7.3. Use New Questionaire Administration Feature 111 3.40.8. Release 12.2.2 112 3.40.8.1. Use Star Ratings to Rate Performance and Proficiency Levels. 112
3.41.
112
112 112 112 113 113 113 114 114 114 114 114 114 115 115 115 115 115 115 116 116
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3.41.5.6. View Employee Information in Popup Windows 3.41.6. Release 12.1.3 3.41.6.1. Hire Employee Applicants and replace or merge applicant assignment with Primary Assignment 3.41.6.2. Reverse Termination 3.41.6.3. Voluntary Termination 3.41.6.4. Transaction Details in FYI Notifications 3.41.6.5. View Entitlement Balances in Notifications 3.41.6.6. Restrict Absence Type LOV 3.41.7. Release 12.1 HRMS RUP5 3.41.7.1. Support for Parallel Approvals in SSHR 3.41.7.2. Organization Chart 3.41.8. Release 12.1 HRMS RUP6 3.41.8.1. Launch Actions from a Side Navigator in Organization Chart or Talent Profile 3.41.8.2. Control the Display of Effective Date, Review, and Confirmation Pages 3.41.8.3. Use Quick Termination and Change Hours Processes 3.41.8.4. Current Effective Date Appears on Initial Page
116 116 116 117 117 117 117 118 118 118 118 119 119 119 119 120
3.42.
120
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3.43.
123
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3.43.6. Release 12.1 HRMS RUP5 3.43.6.1. Rollback Transfer Time from OTL to BEE process. 3.43.6.2. Retrieval Dashboard changes 3.43.7. Release 12.1 HRMS RUP6 3.43.7.1. Enhanced Timecard Status Dashboard 3.43.8. Release 12.2 3.43.8.1. New Projects Layouts for Actual Costing 3.43.8.2. Attachments in Timecards 3.43.8.3. Checkbox to Confirm Time Entry Accuracy
3.44.
128
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1.
Disclaimer
This Release Content Document (RCD) describes product features that are proposed for the specified releases of the Oracle E-Business Suite. This document describes new or changed functionality only. Existing functionality from prior releases is not described. It is intended solely to help you assess the business benefits of upgrading to the specified release of the Oracle E-Business Suite. This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement, which has been executed and with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without prior written consent of Oracle. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remains at the sole discretion of Oracle. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.
Purpose of Document
2.
Introduction
2.1. Purpose of Document
This Release Content Document (RCD) communicates information about new or changed functionality introduced in Oracle E-Business Suite Releases 12.1 and 12.2, and in subsequent Release Update Packs (RUPs) and off-cycle patches. For your convenience, it also includes new or changed functionality introduced in the RUPs for Release 12, including 12.0.2 through 12.0.7. The features and enhancements described in this document are grouped by product, and then by the release in which they first became available, for example, Release 12.1.1. Features released in an off-cycle patch have a special designation for example, a feature released after 12.1.1, but before 12.1.2, is designated as Release 12.1.1+.
Purpose of Document
3.
Featur es in
Human
Capital
This enhancement provides the benefits users the flexibility to reopen a large volume of life events as a batch. Previously, they had to be manually reopened individually. In combination with the "OE Window Modification" functionality, users can extend enrollment windows after reopening the processed events. 3.1.1.2. Open Enrollment Window Modification
There is now a concurrent process titled "Manage Open Enrollment Window" which provides the flexibility to modify an existing Open Enrollment Window's Enrollment Period End Date, Processing End Date, Default Enrollment Date, or Provide a Number of Days Extension. 3.1.1.3. Tracking Ineligible to Ineligible Row Creation
When the "Track Ineligible" flag is on, and a participant was initially found ineligible for the compensation object, this functionality writes a new row for a subsequent life event (even though the participant remains ineligible). The new ineligibility row has updated derived factor values for tracking and calculations. 3.1.1.4. Additional Input Parameters for Fast Formulas
Person_id can now be passed as an input value in Fast Formulas. In the past, Person_id had to be derived from the Assignment_id.
3.1.2.
Release 12.1.1
3.1.2.1. Enforce Minimum Coverage for Life Events with No Electable Choices There are situations that occur where due to either data or configuration issues, someone is found ineligible for something in which they are currently enrolled and end up with no enrollment. This enhancement deals with the functionality of detecting those cases when a participant loses coverage and is not allowed to make elections for specific events. With this enhancement, the application performs the following: Identifies if the minimum enrollment for the Plan Type in Program should be checked for a business group if an event is processed and the person cannot make elections. Checks if a person lost coverage, when you process an event that does not allow the person to make elections. Checks if a person still meets the Plan Type in Program minimum limitation requirements, if the person lost coverage and is still eligible for the Plan Type in Program that they were enrolled in.
Oracle Advanced Benefits 3
Generates an error if the requirements are not met so the person does not lose coverage and the eligibility issues can be resolved.
3.1.2.2. Restrict Display of Primary Care Provider Currently, the Plan Primary Care Provider (PCP) setup controls the display of primary care providers. This enhancement enables benefits users to configure, based on life events, whether the Primary Care Provider page on self-service enrollment should be displayed. A new field called Show Primary Care Provider is now available on the Life Event Reasons form. This new feature provides you the ability to accept the PCP information only during the annual or initial enrollments, and allow the medical carrier to maintain the PCP information thereafter. 3.1.2.3. Enhanced Individual Contribution Distribution Individual Compensation Distribution (ICD) module has been enhanced for Managers and Compensation Administrators. Line managers can now achieve the following in the enhanced module: Can enter multiple input values associated with an element in a compensation plan. User will have the flexibility to use within ICD, whole or partial list of defined input values associated with an element. It will be possible to rename input values for display in self-service. Also, user will be able to override sequencing and updateability of input values within ICD. Can award multiple compensations of same or different type to an employee within a single transaction on same or different dates. Can update and delete active and future compensations (e.g. change the amount dates or delete the award). Can indicate a distribution end date for a recurring compensation within the same transaction it is awarded.
Administrators can do the following actions regarding Individual compensation distribution plans: Can configure validation on input values based on Value Sets, Data Types, Minimum, Maximum and Default, Lookups and Fast Formula. Can configure element entry flex fields to capture compensation related information for an employee. For example: Justification for the compensation can now be configured as a flexfield, captured during the transaction and stored as part of the employee element entries. Can default input values as a fixed value or using a fast formula. Can search employees and update or delete awards Can view, update and delete element entries that did not originate in ICD. Can configure action items for compensation plans. This will put compensation on hold for a person, until the action item is provided.
3.1.3.
Release 12.1.2
3.1.3.1. Use Default Enrollment to Reinstate Backed Out Intervening Events Benefits Administrators can now use a new reinstatement code "Reinstate Unless New Explicit Elections Exist" to reinstate elections made for a backed out event unless explicit elections have been made within the plan type for an intervening event.
3.1.3.2. Use a New System Profile to Carry Forward Certifications for Life Events without a Configured Coverage Restriction Using the new System Profile, BEN: Carry Forward Certification; Benefit Administrators can carry forward interim and suspended coverage created due to coverage restrictions configured for a life event when subsequent life events do not have coverage restrictions. 3.1.3.3. Recalculate Imputed Income When Coverage Amount Changes Upon Receipt of Certification. This enhancement enables Benefit Administrators to recalculate the imputed income rate as of when coverage subject to imputed income becomes unsuspended and changes due to receipt of certification. 3.1.3.4. Suppress HIPAA if Participant Gains Electability in Alternate Plan Type There may be multiple plan types within a program that have plans subject to HIPAA. Persons who continue coverage in plans subject to HIPAA although they are in different plan types are not required to receive the HIPAA communication. This enhancement now enables Benefits Administrators to suppress the communication trigger type Participant Deenrollment HIPAA if a participant is dropped from coverage in a plan subject to HIPAA but gains electability to others plans subject to HIPAA within a different plan type in the same program.
3.1.4.
Release 12.1.3
3.1.4.1. User Defined Cr iter ia for Dependent Eligibility The current person-related criteria available for dependent eligibility include Disabled, Marital, Military and Student statuses. User defined criteria available for Participant profiles allow an expanded choice of criteria including descriptive flexfields. With this enhancement, benefit administrators will be able to define dependent eligibility based on an expanded choice of criteria from per_all_people_f such as Tobacco Use, Benefits Group or descriptive flexfield.
3.1.5.
3.1.5.3. Reopen Reinstated Enrollment A benefit administrator can now decide whether reinstated enrollments should be automatically closed, or whether an enrollment opportunity should be reopened to allow participants to confirm or update the reinstated results. Before this enhancement, if the reinstated results needed to be changed, the life event had to be manually reopened. Now it is possible to allow participants to use self service to make any adjustments to the backed out enrollment without back office intervention. This feature is forward-ported to R12.2.2. 3.1.5.4. Deactivate Communication Type Prior to this extract, users were unable to end a communication type that was no longer being offered. Now users have the ability to flag a communication type that is no longer in use to stop it from triggering on a persons record. The flag is datetracked and easily viewable. Now the Benefit professional can easily see when a communication is no longer being provided and also has the ability to reactivate the communication type if it is needed at a later date. This feature is forward-ported to R12.2.2. 3.1.5.5. Eligibility for Person Changes and Communication Types In addition to defining a life event based on a person change, benefit administrators can attach eligibility profiles so that static data associated with the person can be considered when determining whether a life event should be detected. Also, eligibility profiles can be associated with a communication type, adding additional criteria to the trigger and usage definitions to determine whether the person should be receiving a communication type. This reduces the unnecessary detection of life events and communication types. This feature is forward-ported to R12.2.2. 3.1.5.6. All Ineligible Flag for Compensation Objects Now when a compensation object is no longer being offered, benefit administrators can flag the object to be discontinued. When the participation process is run, it will find all persons ineligible, causing existing enrollees to be de-enrolled and prohibiting any ability to enroll. Prior to this, benefit administrators had to create an eligibility profile with artificial criteria to find all possible participants ineligible. This required the administrator to continue to monitor and maintain eligibility due to the possibility of a person actually meeting the artificial profile criteria. The flag is also clearly visible and date tracked allowing the benefit professional to quickly see whether a compensation object is currently discontinued. This feature is forward-ported to R12.2.2. 3.1.5.7. Use P erson Selection rule for Extract Process The feature adds person selection rule as an optional parameter for running a System Extract. This allows users to collect data for a subset of the original population on an ad hoc basis without having to modify the selection criteria in the extract definition or create copies. This feature is forward-ported to R12.2.2.
3.1.5.8. Delete Unrestricted Enrollment Once an unrestricted life event (Oracle Standard Benefits) has been detected and started for a person, there was no process for removing the life event and any associated benefit enrollment data. If an unrestricted enrollment was made for an original hire date, but that date needed to be moved to a later date, this could not be done as this would result in benefit information associate with the person to start prior to their record start date. Now there is a concurrent process that can be added to a responsibilitys request group which will allow the user to remove all of the data associated with an Unrestricted enrollment for a person. This feature is forward-ported to R12.2.2.
3.1.6.
3.2.
A new approval history region is now available to view the current approval history for a transaction and also display the next level of approvers. Additionally, you can integrate the generic region with various applications to display the approvers.
3.2.2.
Release 12.1.1
3.2.2.1. Approval Deviations Report Oracle Approval Management Engine (AME) is a web application for defining business rules based on which transactions are approved in Oracle Applications. AME generates a standard approver list based on the rules set up for transaction types either by the approvals management administrator or approvals management business analyst. Any change to the standard approver list is a deviation. Using the Approvals Deviation Report, you can capture the approval deviations that occurred in approval of transactions to comply with the Sarbanes-Oxley (SOX) Act.
3.3.
RUP2 delivers the ability for compensation administrators to view Compensation Detail Reports based on the HR security profile instead of the manager hierarchy. For example, administrators can now view all employees of a particular country without having to access or switch to a senior executive responsibility. Additional enhancements to the Compensation Detail Report page include: Employee information, which was previously displayed in a single table, is now grouped using tabs. The plan selection page and the parameters page of the old report have been replaced by filters that can be hidden in the report page. A new check box, Do Not Restrict By Hierarchy is added to the filters. A salary statistics tab will display plans that have salary adjustment. The report can be downloaded in a spreadsheet format based on filter specifications. Provide Responsibility-Based Plan Access to Administrators
3.3.1.2.
This enhancement allows organizations to regulate administrator access to plan information in Compensation Workbench. In Release 12, administrators have uncontrolled access to all plans in the Compensation Workbench setup, presenting potential security and data privacy issues. Now, an administrator can be granted super administrator privileges, enabling him/her to access new setup pages where he/she can map the responsibilities of other administrators to the plans that they are allowed to access. These same setup pages can be used to revoke access, if needed. This security mechanism is not enabled by default and does not change the default behavior of Compensation Workbench. If Plan Security is required, super administrators can enable it from the Compensation Workbench preferences page. 3.3.1.3. Reduce Post Processing Time between Multiple Business Organizations
To enable more powerful filtering capabilities in the Compensation Workbench Post Process, a new parameterPerson Selection Rulehas been added to the Post Process parameters page. By selecting a rule (or fast formula) defined as type 'Person Selection'
Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle Compensation Workbench 8
users can filter the employee population eligible for processing. Multiple organizations can now be processed in parallel, for example, by using a Person Selection rule defined to identify certain employees across different organizations. This new parameter is optional and is available when submitting the Compensation Workbench Post Process request from the Compensation Workbench Administrator's home page or as a concurrent request from the Professional User Interface. 3.3.1.4. Perform Dynamic Calculations in Multiple Columns
This enhancement allows users to define dynamic calculations on the rate columns, specifically the worksheet amount rates, separately from the custom columns (custom segments 1 to 20). Additionally, users can define a condition and condition results using column names, and define custom errors and warnings based on their requirements. This feature needs to be configured and enabled by the Administrators; therefore customers who do not wish to use it will not be impacted.
3.3.2.
Release 12.1.1
3.3.2.1. Anniversary Date Based Awards Currently, Oracle Compensation Workbench allows employee rewards to be paid out on a single day across the eligible population. This enhancement provides the ability to reward employees based on an anniversary or variable date. The award effective date could be based on an employees latest hire date, date of last pay increase or promotion, or any other reference point. You can define your business rules to determine award effective dates for employees. Reward effective dates can be defaulted into the Compensation Workbench worksheet where managers may or may not have the ability to make updates. This allows managers to do up front budgeting and allocate compensation based on the individual employees award effective date. 3.3.2.2. Print Total Compensation Statements for Groups of Employees Currently, you can print statements for one employee at a time. With this enhancement, you can print statements for groups of employees at the same time. A new Print Employee Statements batch process and a new UI to submit this batch process are now available. The administrator can also generate sample statements before submitting the final print job. This enhancement provides an efficient way to print and distribute hard copies of Total Compensation Statements to employees. Additionally, enhancements have been made to the selection method for the existing Generate Employee Statements and Purge Employee Statements batch processes. The Generate Employee Statements process will evaluate any eligibility profiles defined in the statement setup in addition to the parameters selected allowing them further filter the employee population. The administrator now has more flexibility when selecting the employee population for whom statements are to be generated or purged. 3.3.2.3. Display the Worksheet Manager in the Switch To Manager Search Page Currently, the search results on the Switch To Manager page only provide the employees supervisor. When an employee has been reassigned from one manager's compensation worksheet to another, the worksheet manager becomes different from their supervisor thus making it difficult for managers to search and identify the employees actual worksheet manager.
With this release, managers and administrators now see the employees worksheet manager in addition to their supervisor in the Switch To Manager search results within the compensation worksheet thus making it easier to identify the correct worksheet manager to whom they need to switch. 3.3.2.4. New Salary Proposal to be Explicitly Approved Currently, when a new salary proposal is created for a new hire in salary administration it is automatically approved by default even if the user does not have the correct approval. This enhancement now offers the ability to explicitly control approvals for new salary proposals. The enhancement ensures that the new salary proposal approval is SOX-compliant. 3.3.2.5. Update Percentage of Eligible Salary in Employee Administration Compensation Administrators are now able to update or override an employees percentage of eligible salary in Employee Administration. Previously this could only be updated via the allocation worksheet. 3.3.2.6. View Performance Appraisal Details in Compensation Workbench Customers who use Oracles EBS Performance Management can now view an employees latest completed appraisal directly from the Oracle Compensation Workbench (CWB) allocation worksheet. This means managers can review their employees latest completed appraisals from within CWB without having to switch responsibilities to Performance Management. Previously managers were only able to view their employees final rating when rewarding their employees. Being able to view employee performance appraisal details directly from within the CWB worksheet will allow managers to make more informed decisions when rewarding their employees. Overall this feature offers a more tightly integrated Talent Management solution.
3.3.3.
Release 12.1.2
3.3.3.1. Streamline the Promotions and Allocations Process with Enhanced Compensation Workbench Spreadsheet Download/Upload Features Compensation administrators and/or managers can now use the following new features that enhance the Compensation Workbench (CWB) spreadsheet download and upload mechanism and provides the ability to: Personalize the CWB spreadsheet download column prompts (labels) for each plan. Especially useful for Service providers who host different organizations on a single software instance, compensation administrators can utilize this feature to provide unique labels for each organization's plans to meet the different business requirements. Use the spreadsheet capabilities to update employee promotion data and upload the changes back to Compensation Workbench. Compensation Managers with large populations of employees for whom they have to make job, grade, position or other promotions-related changes will appreciate a streamlined promotions process. Upload Custom Segments and Other Rate values to Compensation Workbench. Currently, compensation managers can update custom segments and other rates only through the CWB worksheet which can be cumbersome. With this feature,
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they can upload custom segment and other rate changes at the same time which will help to simplify and make the allocations process more efficient. 3.3.3.2. Display Market Salary Survey Data in Compensation Workbench Compensation workbench now enables compensation managers to compare their employees' salaries to the prevailing market average wages (market average wages that is imported into or set up in Oracle HRMS system), thus ensuring equity in pay when rewarding their employees.
3.3.4.
Release 12.1.3
3.3.4.1. Performance and Promotion History Popup in Worksheet Performance and Promotion history, including such details as current and prior ratings, rankings, job and/or position changes can now be viewed with one click in the compensation allocation worksheet in a pop up page. Giving compensation managers the ability to see their employees Performance and Promotion history in one place using one or two simple clicks will help them to make better and more informed decisions when rewarding their employees. 3.3.4.2. Post Zero Salary Increases Compensation administrators now have the option to post zero (0.00) salary increases or increments for employees from Compensation Workbench to HR. This means there will now be a record of a zero change amount in salary proposals of employees who did not receive any salary increase. 3.3.4.3. Control Period for Viewing Appraisals in Compensation Allocation Worksheet The ability to view employee performance appraisal details from within the compensation allocation worksheet has been further improved by allowing the administrator to control the date after which completed performance appraisals will be available for managers to see. If there are multiple years of performance appraisals in Performance Management, and/or employees only have completed appraisals from the previous year and not the "current" period, when the new year's CWB plan is opened, managers will only see their employees' performance appraisals from the previous period. This feature will ensure managers will only see the latest completed appraisals for their employees when making compensation award decisions for the current period. 3.3.4.4. Refresh Plan, Employee and Summary Data from Compensation Workbench Home Page Prior to this release, the Compensation Workbench Refresh process was only available in the Professional User Interface. Now it is available to administrators on the Compensation Workbench home page allowing them to refresh plan, summary or employee HR data all within Compensation Workbench. 3.3.4.5. Ensure Employees New Salary is within Grade Range This new features gives compensation managers and administrators the ability to optionally validate an employees new salary amount against their salary grade range. This helps to ensure managers comply with company compensation policies as well as better pay equity for employees.
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3.3.5.
3.3.6.
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3.3.6.3. Back out Compensation Workbench Postprocess Backing out postprocess is required in the event that the compensation changes were posted on the wrong effective date or the wrong group of assignments was processed, or if any corrections are required on a mass scale. Until now, there was no way to back out the changes posted to the HR system as the existing back-out process meant also backing out all the changes done in Compensation Workbench, such as budget allocations, awards allocations as well as worksheet submissions and approvals. Compensation Workbench now offers the ability for administrators to only back out the updates to employee records in the HR system while allowing the updates in Compensation Workbench to remain intact. The new Back-out Postprocess allows administrators to optionally back out performance ratings in addition to compensation award amounts. Additionally, they can also choose to return compensation worksheet control back to the managers in the event further changes need to be made before reposting. This new feature streamlines the corrections process after posting has already taken place, making the compensation awards process overall much more efficient and flexible, resulting in a potentially huge cost savings to employers. This feature is forward-ported to R12.2.2.
3.4.
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3.5.
3.5.1.2. HR Help Desk An HR Help Desk application is for the Request-to-Resolve process wherein a HR help desk agent receives requests from the employees on their HR related issues. The HR help desk agent requires navigating to multiple HR application functions to resolve the issues raised by the requestors such as employees. Oracle Human Capital Management provides Web Services to integrate with the PeopleSofts HR Help Desk. While launching EBS pages, the EBS system evaluates the login users security profile to identify the security privileges and passes on parameters that help the agent to perform the transaction. To enable the HR help agent to use the Help Desk functionality, a system administrator must complete the following: Configure the predefined web services in the calling applications Application Classes to store the data from EBS and display employee data in the 3600 View page. Configure the RIR messages to subscribe to the web services published from the PeopleSoft.
HR Help Desk agent can view or perform transactions related to employee Personal, Assignment, Benefits, and Payroll details. HR Help Desk feature supports UK and US legislations.
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3.5.1.3. Access to Ex-Employee and Future-Dated Employee Records in User Based and Dynamic Security Currently, you cannot access ex-employees or future dated employee record(s) if you are using dynamic security profile. The restriction was placed due to performance considerations. Unlike static security, in dynamic security profile, the application evaluates security definition when a user logs in. With a new system profile users are able to retrieve the ex-employee or future dated employees records. 3.5.1.4. Multi-Tenancy for Business Process Outsourcing vendors Multi-Tenancy in HCM is the ability for the outsourcing provider to support multiple clients in the same HR instance. Each client must have exclusive access to only their own data and should not have access to other Enterprises data. This enhancement will provide the data separation using Oracle Label Security. A framework will be provided within HCM to configure the system to operate in multi-tenant mode.
3.5.2.
Release 12.1.2
3.5.2.1. Use Search Criteria to Query Records in the People Window Currently, in the People window, records can be queried by using a blind query or simply entering %. This causes heavy impact on performance when there is a high volume of records in the database. From this release onwards, users must provide at least one selective search criterion, such as first name%, for example: John%. Entering a selective search criterion improves search performance and minimizes the record retrieval time. 3.5.2.2. Ability to change the Final Process Date when it is set same as the Last Standard Process Date Prior to this release, when HR managers processed terminations they could not modify the Final Process Date (FPD) if the date is same as the Last Standard Process Date (LSPD). With this release, managers can modify final process date even when it was set same as the last standard process date.
3.5.3.
Release 12.1.3
3.5.3.1. Enhanced Document of Records Document types shown in the Create or Update pages of Document of Records feature in Manager Self -Service and Oracle HRMS Fast Path is now dependent on country selected. Managers and Administrators get to see document types which are relevant to country chosen. Enterprises can also configure approvals when new documents are create or updated. The AME based Approval process can be enabled by adding functional parameter pAMETranType to the employee and manager self service document of records function. 3.5.3.2. Ability to Restrict Negative Balance in Absence Oracle HRMS now enables enterprises to check for leave balance and warn workers about negative leave balance when they apply for leave. Enterprises can define the HR: Allow Absence Negative Balance profile option to enable this feature. If the profile value is set to Yes, then the existing behavior continues. If the profile value is set to No, workers who overshoot their balance will get a message that their leave balance is negative and they cannot apply for leave.
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3.5.3.3. Additional Parameters in BG_ABSENCE_DURATION Fast Formula Prior to this feature, BG Absence duration fast formula consisted of four parameters: Start Date, End Date, Start Time, and End Time. To provide more parameters to calculate absence duration, the first five information attributes of developer descriptive flexfield Additional Absence Detail Information are now included as input parameters for BG Absence Duration Fast formula. 3.5.3.4. Ability to use Dynamic Approvals in Checklist From this release, you can use Oracle Approvals Management (AME) to set up dynamic approvals for the Checklists functionality. Prior to this release approvals could be set only on the basis of individual tasks in checklist. With this release approval groups can be configured on the basis of tasks as well as person for whom checklist/task is assigned. 3.5.3.5. Ability to view Criteria Set associated to Grade Step While defining GSP, rates can be associated to the Grade steps. The step rate is the salary amount an employee is eligible for when placed on that step. Criteria Salary Rates enables user to vary the step rate for different criteria sets. At present, once a criteria set is associated to Grade ladder, it is not by default visible in GSP wizard. Users need to remember the name of the Criteria set and then retrieve the details. Now, for a Grade Ladder, all associated Criteria sets are listed by default in the Update Criteria Salary Rate page. Also, in the Task: Rates page a pop-up window is enabled on the Criteria Salary Rate Exists column, which displays criteria set associated with the Grade Ladder.
3.5.4.
3.5.5.
future date for an employee. Even though this restriction ensured data integrity, this approach has become restrictive in many standard business cases. With this release onwards those restrictions are removed while keeping the data integrity. Now, HR users can perform transactions such as Termination, Reverse Terminations or Reconsider Application in iRecruitment even though future dated person type changes exist for an employee. Oracle HRMS provides the HR:Future Dated Person Changes profile option to control the ability of HR users to perform such changes.
3.6.
Employers pay a lump sum amount to employees on their termination or their death referred to as Employment Termination Payment (or ETP). Employment Termination Payment was previously called as Eligible Termination Payments. Employees receive the employee termination payments as: Life Benefit ETP or Non- transitional Life Benefit ETP - paid to employees on their termination for any reason other than death Transitional Life Benefit ETP - paid to employees between 1 July 2007 and 30 June 2012 Death Benefit ETP - paid either to a trustee, dependent, or a non-dependent on employees death
Employers can now nominate whether a Life Benefit ETP Payment is a transitional ETP or a non-transitional ETP and if it is part of a previously paid ETP. These ETPs can be taxable or tax-free. You can now calculate the taxable and tax-free components of these payments. The Pre 1 July 1983 component of these ETPs and Invalidity ETP Payments are tax-free. Any other payments other than these components are included in the taxable components. The taxation of ETPs now includes a threshold that depends on preservation age of the employee. The date of birth of employees determines their preservation age. The taxable components of ETP Payments are taxed according to the employees age as on 30th June of the current financial year. Oracle HRMS supports the taxation of these ETP payments to include the taxable and non-taxable components. You can also calculate the tax of Transitional ETPs and partial payment of ETPs. Oracle also supports the new layout of the ETP Payment Summary Layout to meet the ATO requirements beginning 01-Jul-2007. 3.6.1.2. Comply with Statutory Updates for EOY 2007
Oracle HRMS supports statutory changes for End of Year 2007 for Australia, which includes: Change to rates to calculate the HELP deductions and the Student Financial Supplement Schemes (SFSS) Calculate the HELP and SFSS deductions when an employee has no general exemption
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3.6.1.3.
Change to the Medicare Levy, PAYG tax, and Senior Australian tax rates according to the May budget Increase in Superannuation and Lump sum D thresholds Removal of the Post 30 June 1983 ETP concession on tax Change to the rate for annual leave on termination if less than $300 Reduced percentage of Payroll Tax for South Australia Override the Eligibility Set on the Element to Pay the Long Service Leave Amount
You can now override the eligibility set on the element and pay the prorated long service leave balance amount regardless of whether it is accrual or entitlement. Before you pay the employee, you must end-date the element Long Service Leave on Termination and re-link it.
3.6.2.
Users can now make multiple employment termination payments (ETP) and generate separate ETP payment summary for each ETP payment type. Individual thresholds determine tax for each ETP. Additionally, users can create a new record in the Termination window to enter multiple ETP payments or add a new ETP element.
3.6.3.
You can now pay multiple ETPs and generate separate ETP Payment Summary for each payment type. Oracle HRMS uses appropriate individual thresholds to tax each ETP. You can now create a new record in the Termination window to enter multiple ETPs or add a new ETP element. You can also rollover amounts from either the Transitional Part of Previous ETP and Transitional Not Part of Previous ETP or both. 3.6.3.2. Display Multiple ETPs on Termination Report
Currently, the Termination Report does not display multiple ETPs that an employee receives on termination or their primary address. With this release, the Termination Report now displays the various ETP payments that employee receives on termination within the same financial year. You can now view the Transitional ETP and NonTransitional ETP within the Termination Report. Additionally, the report displays the employees primary address. 3.6.3.3. Use the Changed ETP Payment Summary Layout 2007
Starting 01-July-2007, the layout of the ETP Payment Summary report has changed. A new postscript layout for the ETP Payment Summary report is now available to meet legislative requirements.
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3.6.3.4.
Starting 1 July 2007, employers must now report an employees TFN to Super fund. Previously, it was optional for employers to report the TFN so the default was No. The default value is now set to Yes on the Superannuation Guarantee Information element. 3.6.3.5. Calculate Extra Withholding Amounts for Advance Payments
Oracle HRMS now enables you to calculate the extra withholding amounts for advance payments based on advance earnings and advance periods. Previously, you could calculate the extra withholding from the normal payments only. 3.6.3.6. Deduct Retro Pretax Amounts from Retro Earnings
Oracle HRMS now supports the deduction of the retro pretax amounts from retro earnings of each time span separately as follows: Retro pretax for current financial year from retro earning for the current financial year and then taxed in the original period Retro pretax for previous financial year less than 12 months from retro earnings for previous financial year than 12 months and then taxed marginally Retro pretax for greater than 12 months deducted from retro earnings for greater than 12 months and then taxed marginally
3.6.4.
Use the new Payroll Tax Rates to calculate payroll tax in New South Wales and Payroll Tax in South Australia. These rates are effective from 1 January 2009. 3.6.4.2. Report Allowances Using Balance Attributes
Currently, Oracle HRMS for Australia identifies allowances to report in the Payment Summary based on element information. This process requires drilling down to run results to identify an allowance balance resulting in performance issues. With this release, you can use the Balance Attribute functionality to ensure better performance by identifying the reportable balances, group level reporting for allowances in the Payment Summary archive and End of Year Reconciliation reports. Oracle provides a new concurrent program- Maintain Payment Summary Allowance Balances to aid users to upgrade the existing Payment Summary reportable allowance balances to have Balance Attribute - Payment Summary Reportable Allowances.
3.6.5.
Release 12.1.2
3.6.5.1. Rehir e Befor e Final Pr ocess Date Currently there is a restriction wherein employees cannot be rehired before the final process date set for a previously terminated employment. In this enhancement, this restriction of not allowing employees to be rehired before the final process date has been removed for the Australia localization. Now, terminated employees can be rehired any time after the last standard process date and prior to the final process date. The Australian reports have been modified to support this feature.
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3.6.6.
Release 12.1.3
3.6.6.1. Enable Retr o Over lap for Austr alia Retro Overlap is new functionality that eliminates overlap in RetroPay processing. Retro Overlap will use balance adjustments to self adjust the balances within RetroPay to ensure that they are correct at the time of recalculation. The new functionality also improves RetroPay performance.
3.6.7.
3.6.7.3. AU Payr oll Reconciliation Summar y r eport in XL output This enhancement delivers the capability of producing the Payroll Reconciliation Summary report data in a spreadsheet format, similar to the other reconciliation reports available in the localization.
3.6.8.
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3.7.
You can now enter NI numbers for Employees whose nationality is not Belgian or country of birth is not Belgium.
3.8.
The Canadian Payments Association (CPA) published new specifications for Canadian cheques in preparation for the transition to image-based clearing. Enhancements have been delivered to comply with these changes.
3.8.2.
Release 12.1.2
3.8.2.1. Use Retro Overlap Enabled for Canada Payroll Retro Overlap is new functionality that eliminates overlap in RetroPay processing. Retro Overlap will use balance adjustments to self adjust the balances within RetroPay to ensure that they are correct at the time of recalculation. The new functionality also improves RetroPay performance.
3.8.3.
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3.9.
With this release, you can now use a maximum of three characters to specify the tax (TAX) and social insurance contribution (SIC) area codes, for example, BJN for Beijing. Previously you could only use two characters to specify these codes.
3.9.2.
According to Article 47 in the new Labor Law, effective from 01-JAN-2008, while counting the Year Of Service (YOS) to calculate the severance payments, the period not less than six months but less than a year is now counted as one year and any period of less than six months is considered as half-year. Previously, any period less than one year was considered as one year. Oracle HRMS for China meets this statutory requirement by modifying the logic to count the Year Of Service (YOS) while calculating severance payment using CN_SEVERANCE_PAY and CN_TAX_CALCULATION formulae. 3.9.2.2. Display Employee Numbers Greater Than Five Characters Using Direct Deposit
The output of the Direct Deposit Process (China - CCBS Format) now displays employee numbers greater than 5 characters up to a maximum length of 8 characters. 3.9.2.3. Represent Tax Areas and Social Insurance Contribution Area Codes Using a Maximum of Three Characters
With this release, the value sets for the tax areas and Social Insurance Contribution Area (HR_CN_TAX_AREA and HR_CN_SIC_AREA) work with lookup codes up to 3 characters in length. The concurrent programs and flexfields that use these value sets are modified. Previously, only two characters were allowed. 3.9.2.4. Use New Tax Exempt Amount to Meet Statutory Requirements
With effect from 01-MAR-2008, the tax-exempt amount for Chinese employees is changed from 1600 Yuan to 2000 Yuan. Oracle HRMS includes the updated the tax exempt amount for the cities of Beijing, Tianjin, Shanghai, and Shenzhen. 3.9.2.5. Calculate the Average Monthly Working Days Using New Value
According to the notice of How to Calculate the Average Monthly Working Time, issued on 3 January 2008, the number of public holidays has increased from 10 days to 11 days. Oracle HRMS supports and includes the changes to monthly average working days calculation effective from 01-Jan-2008 to meet this new requirement. The global AVG_MONTH_WORKING_DAYS that holds the average working days in a month now has a new value of 20.83.
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3.9.3.
Oracle HRMS for China provides you the flexibility to make certain non-statutory deductions such as sick leave deduction, salary deduction due to poor performance prior to individual income tax calculations. Using this functionality, you can: Define elements to be deducted from earnings before individual income tax is calculated. Determine the processing priority when defining the element for processing these deductions. Specify if the deduction is to be subtracted when calculating the PHF/SI contribution base, base salary for leave payment, termination payment, notice payment and severance pay. Retro-process pre-tax non-statutory deductions using Tax When Earned and Tax When Paid scenarios. Report the pre-tax non-statutory deductions in SOE, self-service payslip, and printed payslip.
3.9.4.
We currently support the below Retro Components:(A) Tax When Earned - Calculates both PHF/SI deductions and Tax Deductions as of Date Earned ( Original Period ) (B) Tax When Paid - Calculates both PHF/SI deductions and Tax Deductions as of Date Paid The enhancements allows PHF/SI computation in the below scenarios using the below new Retro Component (C) PHF/SI When Earned , Tax When Paid - Calculates PHF/SI deductions as of Date Earned ( Original Period ) and Tax Deductions as of Date Paid This feature is forward-ported to R12.2.2.
descriptive flexfield you can use to enter the necessary information for the Maternity /Adoption absence. 3.10.1.2. Select Holiday Accrual during Maternity/Adoption Leave When you set up employees for Maternity/Adoption leave, you can select whether or not to accrue holiday hours during the absence. On each Absence category descriptive flexfield there is a Yes/No flag that defaults to Yes, and you can use it to indicate if the accrual is required or not. 3.10.1.3. Record and Use the Public Holiday Accrual and Payment Rates With the predefined Public Holiday Pay element, you can pay employees during public holidays. To record and use the Public Holiday payment rates of accrual and payment, use the new fields at the Legal Employer and Assignment levels. 3.10.1.4. Process Multiple Pension Payments for Employees Based on 2006 Legislative Changes Based on the legislative changes for 2006, you can pay into more than one pension scheme for each employee. 3.10.1.5. Use the Notional Pay Classification for Deduction Elements Not Payable to the Employee You can use the new Notional Pay classification for elements that are counted for various deductions (such as, Pension) but are not paid to the employee. The elements with this classification do not appear on the payslip automatically. You must select them for printing. 3.10.1.6. Use the Enhanced Absence Maternity Element to Process Part Time Maternity Absences The Absence Maternity element now includes Part Time Maternity processing functionality. The Part Time Maternity element is no longer available. 3.10.1.7. Use the Modified Company Car Benefits in Kind functionality There is a change in the way Oracle HRMS calculates the age of a company car when the car is older than 3 years. With release 12.0.4, 3 years are treated as 3 income or calendar years. This calculation impacts the taxable income of the employee. 3.10.1.8. Create Lunar Period Payrolls You can now set up payrolls using the new Lunar payroll period type. You can use this type to create a Lunar payroll for the employees who are on the 4-week payrolls. The Lunar Payroll has 13 periods with all the payroll features. 3.10.1.9. Print Batch Payslips You can now use the Batch Printing of Payslip solution to generate the payslips as one PDF output. 3.10.1.10. Process Payments for Employees Based on 2007 Legislative Changes Oracle HRMS provides legislative updates and changes to help you manage the processes as per the new values for 2007.
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3.10.1.11. Classify the Employees as Salaried/Hourly to Process Payrolls Prior to processing your Payroll, you can specify your employees as Salaried or Hourly. This has no impact on Payroll frequency. 3.10.1.12. Use the Balance Initialization Process You can set up and load initial balance values before you begin to process payrolls. The balance initialization process helps you to accurately calculate legislative deductions in Oracle Payroll. 3.10.1.13. Use RetroPay Functionality to Pay Backdated Amounts to Employees The Enhanced RetroPay core payroll process is now available for Denmark. You can use either of the two RetroPay components: Correction: Use this option to recalculate tax on adjusted earnings for each period and carry forward the difference in both earnings and deductions to the current period. BackDate: Use this option to recalculate deductions after carrying forward the difference in earnings to the current period.
3.10.1.14. Override the use of Normal Periodic Deduction Value in Tax Calculation You can now override the use of normal periodic deduction value and use a new element called Tax days to process taxable pay. The new tax calculation will be Tax Days multiplied by Daily Tax Deduction from the tax card.
3.10.2.
3.10.3.
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3.10.3.3. Comply with Statutory Changes for 2009 You can now use updated secondary classifications, new and updated global values, and updated user table values to comply with the legislative changes in 2009.
3.10.4.
Release 12.1.2
3.10.4.1. Use Balance Reporting Architecture To improve the performance of payroll processing as well as reporting, Oracle Payroll for Denmark has now enabled the Run Balance model. The application now saves the run balances for important balance values, thus avoiding expensive balance fetches from run results. This will provide significant performance improvement. To make use of this feature, users must submit the concurrent process Generate Run Balances for all the invalid balances. The Run Balance Diagnostic Report must be run to verify if any of the run balances are invalid. 3.10.4.2. Prevent Loss of Latest Balances From R12.1.2, the application stores the latest balances in the database even after the balance adjustment process is run. This improves the performance of balance retrieval in the Denmark localization. There is no additional set up to be performed to use this feature. 3.10.4.3. View Magtape Output Window Oracle Payroll for Denmark localization now enables users to easily access the magnetic tape output files (.mf and .out) from the application. To use this feature, navigate to the View Payroll Process Results window, select the completed magtape process and click the View Output button. 3.10.4.4. View Absence Statistics Report To meet the legislative requirements of the Danish Statistic Office, Oracle Payroll for Denmark provides the Absence Statistic Report with R12.1.2. This report is based on reported absence periods in Oracle HRMS. This report is an electronic file that provides various absence types of employees. To run this report, users must map their Absence Types to the respective absence codes using the new flexfield provided in the Absence Types window. 3.10.4.5. View Additional Labor Cost Report The Denmark Additional Labor Cost Report to the Statistic Office is available in R12.1.2. This report is not an electronic report, but is based on a form from the Danish Statistic.
3.10.5.
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All employers who use Holiday Cards currently are required to submit the data electronically to the DA using the new XML format to the Electronic Holiday Card System. The Holiday Bank transfer system is not affected by this and employers who do not belong to the DA will continue to send the employee information via PBS to the Holiday Bank as they do now. The new Holiday Card System will only affect the employers who choose to use Holiday Card. Employers will need to send information to the Holiday Card System. It must be noted that an employer cannot use Holiday Bank transfer if they have indicated the use of Holiday Card system as they can only use the Electronic Holiday Card extract. This enable the users to create the XML file for submission to the EHC system. Customers using the Holiday Card currently as a manual paper based system will need to switch to the new Electronic Holiday Card (EHC) System. They will also need to upload the data file received from the EHC to the Oracle payroll application. This in turn will generate a Holiday Pay payment to the individual that has requested the holiday. The process that uploads the received EHC XML file will be run & controlled by the User. This process must be run prior to the Payroll process in order for the holiday pay to be paid.
3.11.1.3. Calculate and Report the Subsidy for Low-paid Employees The legal employer is eligible to receive subsidies from the government for low-paid employees with certain criteria. You can calculate the amount of statutory subsidies available for the legal employer and generate the following reports to list the amount of subsidy and statutory details per low-paid employee: Finnish Monthly Tax Return Report Finnish Yearly Document Paid Report
3.11.1.4. Process Payments for Employees Based on 2007 Legislative Changes Due to 2007 legislative changes, you can now:
Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (Finland) 27
Enter the tax percentage for the lower income limit. The lower limit is not a fixed value but can be zero or a positive value. The Tax Card element includes an input value for recording this percentage. Use the changed percentages for all classes of the Social Security, Daily Allowance, and Employers Unemployment Insurance fees. Use the changed age categories and reference values for the car benefit. Process Lunch Benefit element as a recurring element. Use the modified ranges for the scaled tax card.
3.11.1.5. Use the Balance Initialization Process You can set up and load initial balance values before you begin to process payrolls. The balance initialization process helps you to accurately calculate legislative deductions in Oracle Payroll.
3.11.2.
3.11.2.2. Use EOY0809 Legislative Changes for Payroll Tax Year 2008 As part of legislative updates for tax year 2008, this release updates the following features: Tax including social security fees Unemployment insurance fee Pension insurance fees and reporting Benefits in kind
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3.13.2.
3.13.3.
3.14.2.
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3.14.2.2. Generate and Print Provident Fund Monthly Report and e-files The Provident Fund (PF) authorities now require employers to submit a print hard copy and soft copy of their monthly PF returns for each business number in a currency period. Oracle HRMS enables employers to record and submit: Regular Return - for regular payments Supplementary Returns - for any additional/missing payments in a regular return Revised Returns - for any corrections/updates in the previous returns
Employers must maintain the National Social Security Number (NSSN) for employees and record PF contributions, Penal damages (14B), 7Q details, and other miscellaneous payments. Oracle HRMS enables you to generate and submit monthly PF returns for each business number. You can record NSSN of employees using the Further Benefits Tab in the People window. You can run the following concurrent programs: Provident Fund Monthly Returns Archive (India) - to archive the data for the PF Monthly Returns India Monthly PF Returns (e-File) - to generate the e-file for PF Monthly Returns India Monthly PF Returns (Printed) - to generate the Printed Copy for PF Monthly Returns
3.14.2.3. Comply with Statutory Updates for 2007 The Income-Tax (Fourteenth Amendment) Rules, 2007-Amendment In Rule 3 Valuation Of Perquisites provides the following changes. Oracle HRMS supports these changes: Changes in accommodation perquisite rates, effective from 1-Apr-2006 Re-introduction of perquisites, effective from 1-Apr-2008 o o o o o o o o Motor Car Free Traveling, Touring Accommodation Lunch Perquisite Gift Voucher Or Token Perquisite Credit Card Perquisite Club Expenditure Free Transport
Section 80 C now includes the following: o o o Five-Year Post Office Time Deposit Account Senior Citizens Savings Scheme - for those employees whose age is 60 or more in a FY NABARD Bank Deposits (effective from 1-Apr-2008)
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3.14.3.
3.14.4.
Release 12.1.1
3.14.4.1. Labor Welfare Fund Deduction Labor Welfare Fund deduction is a legislative deduction enforced by most states in India. The fund contributions usually consist of an employee and an employer contribution. The deduction happens in specific months according to the legislation followed in each state. This enhancement provides an out of box solution or template for enabling this deduction for all India Payroll customers. The solution consists of a set of predefined elements and formula for processing and other legislative data. Initially, the enhancement supports the legislation followed in the states of Andhra Pradesh, Karnataka, Kerala, Gujarat, Madhya Pradesh, Maharashtra, and Tamil Nadu. 3.14.4.2. Discoverer EUL Support for India HRMS Payroll Information This enhancement delivers the ad-hoc Reporting Discoverer folders for India localization. Using these folders, users can generate the Discoverer Ad hoc reports. The enhancement covers the following business areas: HRMS Administration - Oracle Payroll (IN) HRMS Administration - Oracle Human Resources (IN) HRMS - Person Information - Human Resources (IN) HRMS - Organization Information - Human Resources (IN) HRMS - Pay slip Information - Oracle Payroll (IN)
Oracle HRMS (India) 31
3.14.4.3. UI to Submit Medical and Leave Travel Claims Employee Self Service interfaces to capture the Medical and Leave Travel Claim is now available. A professional user can approve the entered claim after verifying the claim data. The user interface facilitates verification and approval of employee claims. The new interfaces achieve the following: Speedier approval by removing manual processes Higher employee satisfaction
3.14.4.4. Support Tax Year from March to April In some organizations in India, Salary for the month of March will be always paid in the month of April. Since, March Salary is paid after 31st of March (which is the end date of the financial year), the income will be accounted in the next Financial Year and the tax calendar for those companies will be treated as March to February instead of April to March. The system now supports Income tax calculation and reporting for both types of Tax calendars (i.e. April to March & March to April).
3.14.5.
Release 12.1.2
3.14.5.1. India Reconciliation of EFT Payments The Integration between Payroll and Cash Management exists for Reconciling Cheque, Manual and External Payments. There is currently no way to reconcile the Payments done through EFT for Oracle HRMS for India. In this Enhancement we are providing a solution to reconcile the EFT Payments for the India localization through integration between Payroll and Cash Management. Auto Reconciliation and Manual Reconciliation is supported for the EFT Payment Type India Direct Deposit. Once the reconciliation of an EFT Payment is done users will not be able to rollback the Magnetic Transfer Process.
3.14.6.
Release 12.1.3
3.14.6.1. Capturing of LIC Policy Number in the Employee Tax Declaration Oracle HRMS for India now supports tracking Life Insurance Corporation (LIC) Policy Number in addition to premium paid and sum assured in the self service pages. LIC Policy Number is a unique identification number that distinguishes each policy from others and will remain unchanged throughout the lifetime of the policy. Users can now include LIC Policy Number in any of the Life Insurance Corporation (LIC) reports. 3.14.6.2. Voluntary Provident Fund (VPF) details in the Employee Tax Declaration Oracle HRMS for India now supports capturing of Voluntary Provident Fund (VPF) contribution details for each employee in the Employee Tax declaration Self Service Page. This region is hidden by default and has to be made visible by applying personalization. This enhancement provides options to users to capture Voluntary Provident Fund Contribution either by Percentage or by Amount. The system will calculate Voluntary Provident Fund Deduction amount during payroll processing based on the details provided in the system.
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3.14.6.3. Enabled Payroll Exception Reporting Payroll Exception Reporting feature is enabled in the India localization to allow users to identify those employees for whom the payment is either greater than or less than a specified variance.
3.14.7.
3.14.7.2. Full Support for India Public Sector Payroll Indian public sector companies follow a payment cycle from the MAR-FEB. They are expected to use a positive offset only in the pay period of March. With this enhancement we now have full support for public sector customers to handle the above offset scenario. This feature is forward-ported to R12.2.2. 3.14.7.3. IN Electronic Challan Cum Return (ECR)-2012 The Electronic Challan cum Return (ERC) is a monthly return that has to be uploaded by employers to the Employer e-Sewa Portal after registering their Establishment in the portal. This return is proposed by EPF organization to eliminate all reports such as Form 5, Form 10, Form 12A, Form 3A and Form 6A. This new return may be uploaded from the month of Wage Month March 2012. This feature is forward-ported to R12.2.2.
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3.15.2.
Additionally, predefined global values and user table values are changed to accommodate the statutory requirements.
3.15.3.
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3.15.3.2. Comply With Recent Statutory Updates Statutory updates support the following: P45 Report Supplementary P45 Payment Details - added a new assignment EIT Supplementary P45 Payment Details to optionally record information in the Payment Details section of Supplementary P45. Irish P45 Information - updated Supplementary tab to display Year1, Pay1, and other information. Catering to PPSN Suffixes - the Ireland P45 report displays assignments of the same employer for a terminated employee as a single record. In specific cases such as concurrent employment, the legislation requires the employer to maintain two payroll records for the same person and report each record separately in the P45 report. The P45 aggregates the employment records at the person level and to create separate records, the application adds a suffix (W, T or X) to the PPS Number. Balances - attached a new dimension, PER_PAYE_REF_PPSN_YTD Tax - modified the Standard Rate cut off Point from 35,400 Euros to 36,400 Euros. Income Tax Levy - changes to calculate the new Income Tax Levy introduced from 1 Jan 2009. Income Tax Levy Calculation - added a new element to use threshold values for each income band from the new predefined global values and user table values. Exemption from Levy Refund of Income Tax Levy Reporting of Levy - modified the Statement of Earnings to display the Income Tax Levy amount in the Deductions section. Balance Initialization - new predefined element Setup Income Levy Element. PRSI - modified the employee contribution ceiling based on cumulative earnings from 50,700 Euros to 52,000 Euros with effect from 1 Jan 2009. Pensions - changes to the annual earnings limit for Pensions from 275,239 Euros to 150,000 Euros effective 1 Jan 2009. BIK Loans - increased the rate for loans other than home loans from 11% to 12% effective 1 Jan 2007, from 12% to 13% effective 1 Jan 2008 and from 13% to 15% effective 1 Jan 2009. In addition, the rate for home loans change from 3.5% to 4.5% effective 1 Jan 2007 and from 4.5% to 5.5% effective 1 Jan 2008. Parking Levy - new predefined element IE Parking Levy effective from 1 Jan 2009.
3.15.4.
Release 12.1.2
3.15.4.1. Use Cash Management Integration for EFT Payments With R12.1.2, support has been provided for the integration of Oracle Cash Management (CE) with Oracle Payroll for EFT reconciliation in Ireland. This feature enables users to reconcile the transactions from the payroll system with the data in the bank statement. The CE system fetches the list of reconciliation transactions from Oracle Payroll, based on the payment file processes that have been run.
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3.15.4.2. Report Payroll Exception This feature is enabled in the Ireland localization to allow users to identify those employees for whom the payment is either greater than or less than a specified variance. 3.15.4.3. Use Purge Process The Purge process provided by Oracle Payroll enables users to delete data that is no longer required from the payroll tables to free up space and improve performance. A concurrent process Archive Payments and Deductions for Payslip to archive the historic pay slip information is provided with this feature. Users must run this concurrent process to archive historic data. 3.15.4.4. Group Action Parameters Oracle Payroll for Ireland localization now provides the flexibility of defining payroll action parameters at a non-global level. The Pay Action Parameter Groups feature allows users to group the action parameters and their values, associating them with particular processes. 3.15.4.5. Prevent Loss of Latest Balances From R12.1.2, the application store the latest balances even after the balance adjustment process is run. This improves the performance of balance retrieval in the Ireland localization. There is no additional set up to be performed to use this feature. 3.15.4.6. View Cost Allocations Oracle Payroll for Ireland localization enables users to view an assignments costing details using the View Cost Allocation Page before running the Costing process.
3.15.4.7. View Magtape Output Window Oracle Payroll for Ireland localization now enables users to easily access the magnetic tape output files (.mf and .out) from the application. To use this feature, navigate to the View Payroll Process Results window, select the completed magtape process and click the View Output button.
The Ireland National Employment Survey report is now available in R12.1.2. Before running this report, users must ensure that they have completed the setup for the other survey report, the Earnings Hours and Employment Cost Survey. This report uses the data from the EHECS report also. Users must also feed the new balances for the NES report with the relevant user elements.
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3.17.2.
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3.17.3.
3.17.4.
Release 12.1.2
3.17.4.1. Use Salary Payment Report in e-file Oracle HRMS for Japan now supports the salary payment report in electronic format (efile). Users can select sending it in paper form or as an e-file to the local governments at year-end. 3.17.4.2. Receive Local Tax Data in e-file Oracle HRMS for Japan now supports receiving local tax data from local governments in electronic form. Users can take the data into the system, and then upload it through Batch Element Entry. 3.17.4.3. Use Wage ledger/Payment deduction report Oracle HRMS for Japan now supports a combined wage ledger and payment deduction report. This combined report template meets the requirements of both individual reports, and contains detailed payment related information for each employee for the year. Users can submit the archive process first, and then generate the report. 3.17.4.4. Rehire employees before final processing date Oracle HRMS for Japan now enables users to rehire an employee before the final processing date. 3.17.4.5. Use Workers Register Report Oracle HRMS for Japan now supports the workers register report, Roudousha-Meibo in Japanese. This report template meets the requirements of Article 107 of the Labor Standards Law. Users can submit the archive process - that is a common process - with the employee details report first, and then generate the report. 3.17.4.6. Use Employee details report Oracle HRMS for Japan now supports the employee details report, Shain Daicho in Japanese. This report template contains the commonly used detailed employee information. Users can submit the archive process - that is a common process - with the workers register report first, and then generate the report.
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3.17.5.
Release 12.1.3
3.17.5.1. Use Separation Certificate Oracle HRMS(Japan) now provides the report to generate a Separation Certificate when employee leaves the company. This report template meets the requirements specified in the Clause 1 of Article 7 in the Unemployment Insurance Law of Japan. The report is archived. The report could be sorted based on termination date, employee number and assignment set.
3.17.5.2. Use Withholding Income Tax for Termination Income Report Oracle HRMS(Japan) now provides a report on Withholding Income Tax for Termination Income paid. This report template meets the requirements of the Clause 2 of Article 226 in the Income Tax Law of Japan. This report is also archived. Users can generate this report with parameter like Withholding Agent and sort it based on district code, employee number and assignment set.
3.18.2.
3.18.3.
Release 12.1.2
3.18.3.1. Use Cash Management Integration for EFT Payments With R12.1.2, support has been provided for the integration of Oracle Cash Management (CE) with Oracle Payroll for EFT reconciliation in Kuwait. This feature enables users to reconcile the transactions from the payroll system with the data in the bank statement. The CE system fetches the list of reconciliation transactions from Oracle Payroll, based on the payment file processes that have been run.
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3.18.3.2. View Magtape Output Window Oracle Payroll for Kuwait localization now enables users to easily access the magnetic tape output files (.mf and .out) from the application.
3.18.3.3. Prevent Loss of Latest Balances From R12.1.2, the application stores the latest balances even after the balance adjustment process is run. This improves the performance of balance retrieval in the Kuwait localization. There is no additional set up to be performed to use this feature.
3.19.2.
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3.19.3.
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available. Therefore, the double exemption amount, calculated from the medical expense paid in cards is now excluded from the cards exemption. 3.19.3.8. Comply with the YEA Reclaim Sheet Layout Changes The National Tax Service of Korea has introduced a new layout of Year End Adjustment Reclaim Sheet to meet statutory tax changes for 2007. Oracle HRMS now supports the new version for 2007 for legislative compliance. You can use the Korean version to submit YEA information to the NTS. You can now view the additional children exemption flag and the pension exemption details within the Reclaim Sheet. 3.19.3.9. Comply with the Latest Statutory Changes for 2008 Oracle HRMS supports the following statutory changes for 2008: New tax rates for earnings Card Exemption Rate is now 20% of the amount exceeding 20% of the taxable earning Change to the maximum exemption limit for specified donation to 15% from 10% effective from 01-Jan-2008 and 20% effective from 01-Jan-2010
3.19.3.10. Use the Updated Health Insurance and National Pension Premium Rates From 1 January 2008, the Health Insurance Premium rate is changed to 5.08%. Employers pay 50% of the insurance premium and employee pays the remaining amount. Oracle HRMS uses the new rates to calculate the National Pension Premium as follows: National Pension Premium = Monthly Earning * National Pension Premium Rate 3.19.3.11. Calculate Tax Exemptions for Employees With a New Born or Adopted Child Starting 1 January 2008, employees are eligible for an exemption of 2,000,000 for expenses on a newborn baby or an adopted child. You can now record the expenses for newborn baby or adopted child using the Contact EIT. You can also record the expenses for a dependent using the Income Tax window and SSHR Yea Entry page. The YEA and TAX formulas are modified to calculate the tax exemption for employees who have had a new born or adopted child. 3.19.3.12. Use the Updated Foreign Worker Income Exemption Rates Starting 1 January 2007, the income exemption for foreign worker is 30% of taxable earning (item 21 of 2006 YEA Tax Receipt). The non-taxable earnings are not included within the foreign worker income exemption calculations. 3.19.3.13. Record Both Summary and Details for Medical Expenses Previously, you could record the medical expenses either using the Summary region or the Details region on the Medical Exemption tab of the YEA Entry window but not both. According to the new NTS requirements, you can now record both the summary and details. Oracle HRMS enables you to record both or a part of the medical expense information using the Summary region and the remaining in the Details region. A new check box - Medical Expense Details Required is now available that enables you to record in both the regions. The application uses the total amount for calculation purposes.
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3.19.4.
Oracle HRMS displays these items within the Year End Adjustment Tax Receipt. 3.19.4.5. Use the Latest Layout for YEA Ledger Report The National Tax Service of Korea has introduced a new layout of Year End Adjustment Ledger to meet the statutory tax changes for 2008. Oracle incorporates these changes which include: Non-Taxable Overseas Earnings in Foreign Currency Birth Raising Allowance and Foreign Worker Income Exemption
3.19.4.6. Comply with the YEA Reclaim Sheet Changes Oracle HRMS for Korea meets the new guidelines for YEA Reclaim Sheet specified by the NTS and displays the following: Birth-Adoption Exemption Donation amounts of dependents Separation Pension Housing expense moved to other Exemptions Donation expenses Small Business Installment Exemption Card Expense Exemption Long Term Stock Exemption Fund
3.19.4.7. Comply with Statutory Updates for 2008 The layout of the KR Year End Adjustment Tax Receipt Report, KR Year End Adjustment Reclaim Sheet Report, YEA Results, YEA Entry and the RTF templates now include the following changes to comply with the statutory updates: Long Term Stock Fund Company Related Expense Additional Child Exemption for disabled children
3.19.4.8. Record Additional Children Exemption for Dependents Employees are eligible for an Additional Children Exemption if they have a child by birth or adoption but do not receive any exemption for any dependents such as grandchild/grandchildren. To avoid calculating the exemptions incorrectly, you can use the Excluded From Add'l Children Exemption on the Further Contact Relationship Information DFF. The default value is No. Specifying Yes excludes the dependent from Additional Children Exemption. 3.19.4.9. Display Double Exemption for Medical Expense Employees are eligible for a double exemption for medical expenses paid in cards for 2008. The layout of the YEA Entry, Income tax, Reclaim Sheet report and the RTF template are modified to reflect this change.
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3.19.4.10. Display Detailed Donation Information in the e-File According to the latest statutory update, the Detailed Donation Information E-File must include the details of employees who have donated 1,00,000 KRW or more including those of the dependents. 3.19.4.11. Use the Updated Statutory and Non-Statutory Separation Pay E-Files The Statutory and Non-Statutory Separation Pay e-files now include the Overseas Tax Break amounts and other layout changes.
3.19.5.
Release 12.1.3
3.19.5.1. Rehire before final close for Korea Oracle HRMS for Korea now enables users to rehire an employee before the final processing date.
3.19.6.
3.19.7.
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You can then generate the appropriate statutory reports through the following mechanisms: Social Security Affiliation Report (employment and salary change reporting) SUA Interface Extract (SUA transactions) Annual Work Risk Incident Report (Work Risk Incident Premium reporting)
3.20.1.2. Successfully Create and Save GRE Organizations You can now successfully create and save GRE organizations. 3.20.1.3. Implement and Archive Change of GRE for Employees When you perform a change of GRE for an employee, that change is now recognized and archived by the Social Security Archive process. 3.20.1.4. Specify Names of Over 15 Characters as Timecard Approvers When specifying a timecard approver, you can now select employees with names of over 15 characters in length. 3.20.1.5. Specify Legal Employer when Running the DIM Report When running the DIM report, you are now able to select the Legal Employer field now properly populates its list of values. 3.20.1.6. Run QuickPay with IDW Elements in Spanish Instances You can now run a Quickpay/Payroll Run on a Spanish language instance, and it will not generate errors when it processes the Integrated Daily Wage element.
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3.20.1.7. View IDSE File Content More Easily When viewing the IDSE file output, its content now appears on multiple lines rather on a single line. 3.20.1.8. Access State Tax Rules DFF without Errors In environments where both US and Mexican legislations are running, you can now view the State Tax Rules descriptive flexfield without generating errors. 3.20.1.9. Use the hr_mx_ex_employee_api.mx_final_process_emp API without Errors You can now execute the hr_mx_ex_employee_api.mx_final_process_emp API without generating errors.
3.20.2.
3.20.3.
3.20.4.
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3.21.1.5. Support Refund of ZVW Contributions to Employees With this release, Oracle Payroll supports the refund of ZVW contributions to the employees by the tax authorities or employers. You can perform retro calculation when calculating ZVW refund contributions. 3.21.1.6. Include Latest Assignment Details in the Dutch ATS Reports Oracle Payroll now provides functionality to attach assignments to a payroll throughout the year and display the assignment details in the Dutch ATS Report. The report displays only those assignments that have payroll runs. Previously, the Dutch Annual Tax Statement Archive did not archive any assignments that you attached later than the beginning of the year. 3.21.1.7. Use Enhanced Life Saving Scheme Features Oracle Payroll now provides enhanced support for the Life Saving Scheme, so participating employees can withdraw the amount saved to compensate for unpaid leave or in case of retirement. Additionally, employees withdrawing money from their LSS receive a discount, the Life Cycle Leave Discount (LCLD), which is paid as part of the
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Net Earnings of the employee. To satisfy legislative requirements, any unused LCLD is not carried forward to the next pay period. 3.21.1.8. Use Updated Reports to Support Legislative Changes With this release, Oracle Payroll provides you with updated reports that use new balances and subsidies for travel allowance, retro travel allowances, and wage tax subsidies to support legislative changes. The following changes are made to the reports: Remuneration report: o Displays Yes if your yearly values of Travel Allowance or Retro Travel Allowance are non-zero for the assignment in the Travel Allowance indicator. Modified to change the display of ZVW Refund amount. Displays LSS changes Displays the Travel Allowance and Retro Travel Allowance values along with the Net Earnings in the Payments and Deductions section. Modified to show ZVW refund and Retro ZVW Refund. Displays the Travel Allowance and Retro Travel Allowance values along with the Net Earnings. Displays the public sector and own risk cover details. Supports reporting for Lunar Month Period Type.
o o Payslip: o o
Wage report: o o o
3.21.1.9. Use New Wage Subsidies for Payroll Processing Wage Tax subsidy now supports two new types of subsidies - Student and EVC. The Wages report displays two new elements, Wage Tax Subsidy EVC and Retro Wage Tax Subsidy in the Wage Tax Subsidy Education Amount. 3.21.1.10. Support for Late Hire Processing in Payroll With this release, Oracle Payroll supports computation of tax and SI based on the salaryearned date for the payroll process of new hires, where the date paid is in different period. 3.21.1.11. Use the New Adjustment Component to Carry Forward Earnings With this release, you can use the new Adjustment RetroPay component to calculate deductions after carrying forward the difference only in earnings to the current period. The existing Standard RetroPay component (now changed to the Correction component) calculates deductions by processing tax and social insurance in the original period. 3.21.1.12. Process Tax and SI Balances using AAOP instead of IP High and IP Low Pension Schemes Starting from January 2007, a new ABP Pension Type -- ABP Disability Insurance (AAOP) is introduced. This pension type replaces the existing IP High and IP Low pension types. The ABP Reporting functionality is updated to reflect these changes. The new pension type is reported via Record 09 with a contribution code of AP.
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3.21.1.13. Use the Modified Dutch Annual Tax Statement Report The Dutch Annual Tax Statement Report has been updated to support legislative changes and the following are the changes: Replaced the Insured for ZFW field with the Wage for ZVW field. The Wage for ZVW field reports the YTD balance for ZVW basis that contains normal and special rate calculation. Replaced the ZFW or Private Health Insurance Contribution field with the Deducted contribution for ZVW field. The Deducted contribution for ZVW field reports the YTD balance for employee contribution for ZVW that contains normal and special rate calculation. Changed the layout of the address lines to comply with the Dutch format of address. Added a new field called the Period of Service to the report. This field displays the period of service of the employee in the current year in the DD/MM/RRRR DD/MM/RRRR format. Displays the Employer name and tax registration number for each employee in the report. These two values/attributes are either of the legal employer (if attached) or that of the employer derived from the hierarchy.
3.21.1.14. Use New Dutch Element RetroPay Setup Report to Display Retro Setup of User Element With this release, you can use the new Dutch Element RetroPay Setup Report to view the RetroPay setup of all elements. You run the report to either display all the elements or the elements with RetroPay setup only. Select either All Elements or Elements With RetroPay Setup option for the Element records field in the Concurrent Programs window. 3.21.1.15. Reduce Data Volumes and Improve Performance by Producing Fewer Run Result Values Oracle Payroll has enhanced the payroll run to eliminate unwanted run result values. The payroll run no longer saves those null run results, that is, those run results that do not contain a value. This change improves the performance of the payroll run and reduces the space needed for the run results. Do not implement this feature if you have written your own reports that depend on null result values. Oracle Payroll does not suppress null run results unless your System Administrator has enabled this feature by: 1. Checking that the Generic Upgrade Mechanism contains an upgrade called Enable Sparse Matrix Null Run Result Values Functionality.
2. Running the Enable Sparse Matrix Null Run Result Values Functionality
upgrade. 3.21.1.16. Configure Precision of Maximum Salary Type With this release, you can configure the precision of the Maximum Salary field when defining an SI Type to display three decimals for rounding purposes.
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3.21.2.
3.21.3.
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3.21.4.
Release 12.1.2
3.21.4.1. Use Cash Management Integration for EFT Payments With R12.1.2, support has been provided for the integration of Oracle Cash Management (CE) with Oracle Payroll for EFT reconciliation in Netherlands. This feature enables users to reconcile the transactions from the payroll system with the data in the bank statement. The CE system fetches the list of reconciliation transactions from Oracle Payroll, based on the payment file processes that have been run. 3.21.4.2. Use Payroll Exception Report This feature is enabled in the Netherlands localization to allow users to identify those employees for whom the payment is either greater than or less than a specified variance. 3.21.4.3. Group Action Parameter Oracle Payroll for Netherlands localization now provides the flexibility of defining payroll action parameters at a non-global level. The Pay Action Parameter Groups feature allows users to group the action parameters and their values, associating them with particular processes 3.21.4.4. View Cost Allocations Oracle Payroll for Netherlands localization enables users to view an assignments costing details using the View Cost Allocation Page before running the Costing process.
3.21.4.5. View Magtape Output Window Oracle Payroll for Netherlands localization now enables users to easily access the magnetic tape output files (.mf and .out) from the application. To use this feature, navigate to the View Payroll Process Results window, select the completed magtape process and click the View Output button.
3.21.5.
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3.21.5.2. Digital Sickness Reporting In Netherlands, UWV is the Social Insurance Provider which provides social insurance payments in case of certain sickness. Previously, employers were required to provide this information on paper. UWV now accepts digital reports (XML files). For Digital Sickness Reporting, the user captures additional information at the following levels: HR Organization Legal Employer Collective Agreement Person (Including Address, Phone, Contact) Absence
Changes have been made in concerned DFF and Lookups. The following new Concurrent Programs for archiving and reporting are provided: Dutch Sickness Report Dutch Sickness Recovery Report Dutch Long Term Sickness Report Dutch Long Term Sickness Recovery Report Dutch WAZO Report
These reports produce individual XML files for each absence as per the specifications of UWV and may be submitted to UWV using a third party tool. A summary PDF report detailing the individual sickness reports is also produced for audit purposes. Digital sickness reporting solution also caters to withdrawal and regeneration of these reports.
3.22.2.
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Changes to PAYE Tax rate and thresholds Changes to Extra Pay Tax thresholds Change of the SSCWT to ESCT Changes to ESCT thresholds and rates
3.22.2.2. Use Enhanced Retropay to Calculate Back-dated KiwiSaver Contributions Enhanced Retropay for KiwiSaver Contributions in New Zealand is introduced. You can use Enhanced RetroPay to calculate and deduct the contributions for any backdated changes in salary and subsequently any backdated Kiwisaver contribution changes. 3.22.2.3. Comply with the Latest Statutory Updates from April 2009 Oracle HRMS for New Zealand complies with the following statutory updates effective from 1 April 2009: Increased maximum rate for ACC Earner Levy Increased Earners Levy rate Increased Student Loan threshold rates Changed Income threshold tax rate New tax codes ME and ME SL for PAYE calculations Changed Income threshold for ESCT Change to the rate of Compulsory Employer contributions to KiwiSaver Removal of ETC
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3.23.1.4. Process All Absence Categories to Administer Absence Pay Effectively You can record all categories of absences such as sickness, parental leave and adoption to administer absence pay. You can use predefined elements and formulas to calculate benefits and deductions amounts easily. Record additional information at the employer and employee level to support absence pay process. 3.23.1.5. Generate Sickness Leave and Absence Statistics Report You can generate and submit reports to statutory authorities that list sickness and absence statistics. 3.23.1.6. Calculate the Impact of Reimbursements of Absence and Holiday Pay on Employer Contribution When you calculate the Absence benefit or Holiday Pay on the Absence amount to be reclaimed from the Social Security Office, Oracle HRMS enables you to calculate the portion of Employer's Contribution that you reclaim. 3.23.1.7. Use the Self-Service Tax Card Interface to Enter Tax Card Details The Tax Card User Interface enables you to enter data for a tax card in the Tax Card element. This interface opens in a browser and performs various validations on the data you enter. You can use this interface to manually create tax card details. 3.23.1.8. Generate Online Payslip Employees can view their payslip online using Self-Service HR. Oracle HRMS generates the payslip based on archived data. Providing this information reduces the number of pay-related questions salary administrators receive. 3.23.1.9. Stay informed with New Payroll Reports You can generate the following payroll reports using the Submit Request window: Employee Deduction reports o o o Norwegian Tax Levy Deduction Report: View tax levy deduction details per payee for a given period Norwegian Union Due Deduction Report: View union due deduction details per payee for a given period Norwegian Support order and other Deduction Report: Use this report to view support order and other deduction details per payee for a given period
Payroll Accounting Report: Audit and check consistency between the employer's general ledger application and payroll application. Use this report for reconciliation purposes. Employer Contribution and Withholding Tax Report: View bi-monthly report on Employer's Contribution and Withholding Tax End of Year Report: Generates the employees earnings and remunerations along with tax deducted information Salary Statistics Report: Comply with Statistics Norway and submit reports in their approved format
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3.23.1.10. Process Payments for Employees Based on 2006 Taxation Changes Oracle HRMS provides legislative updates and changes to help you manage the processes as per the new values for 2006. These changes apply to tax tables, payslip, and holiday pay, and they enable you to upload tax table data per localization rather than per business group. 3.23.1.11. Process Payments for Employees Based on 2006 Legislative Changes Oracle HRMS provides legislative updates and changes to tax and statutory deductions to help you manage the processes as per the new values for 2006. 3.23.1.12. Support Recent Legislative Changes The following changes have been made to support legislative updates for 2007: The End of year Archiver now archives information for both Employers and Employees. This is useful while generating Certificate of Pay and Tax Deducted report for each employee. The Archiver also archives the information for the new zones. The Employee Audit Report has a new field to display Dates/Days only for eligible employees A new criteria to group eligible codes to sum up the values or additional information Employers and Employees Register Report this new report displays all current and historic employments of an employee and the number of employees currently and historically employed in the organization. The report supports two formats Status Control and Continuous Reporting. Both these formats generate an electronic flat file, which you can submit to the NIA, and an Audit file, which lists the contents of the electronic file.
3.23.1.13. Use Advance Pay to Pay Employees in Advance The Advance Pay process enables you to pay employees in advance for holidays or other events. The process performs payroll runs for the periods to be advanced, using all date effective information in place, and stores the final net figure as the amount to be advanced. 3.23.1.14. Use RetroPay Functionality to Pay Backdated Amounts to Employees The Enhanced RetroPay core payroll process is now available for Norway. You can use either of the two RetroPay components: Correction: Use this option to recalculate tax and SI balances on adjusted earnings for each period and carry forward the difference in both earnings and deductions to the current period. Adjustment: Use this option to recalculate deductions after carrying forward the difference in earnings to the current period.
3.23.1.15. Print Batch Payslips You can now use the Batch Printing of Payslip solution to generate the payslips as one PDF output.
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3.23.1.16. Reduce Data Volumes and Improve Performance by Producing Fewer Run Result Values Oracle Payroll has enhanced the payroll run to eliminate unwanted run result values. The payroll run no longer saves those null run results, that is, those run results that do not contain a value. This change improves the performance of the payroll run and reduces the space needed for the run results. Do not implement this feature if you have written your own reports that depend on null result values. Oracle Payroll does not suppress null run results unless your System Administrator has enabled this feature by: 1. Checking that the Generic Upgrade Mechanism contains an upgrade called Enable Sparse Matrix Null Run Result Values Functionality. 2. Running the Enable Sparse Matrix Null Run Result Values Functionality upgrade. 3.23.1.17. Implement Mandatory Occupational Pension Scheme Use the Mandatory Occupational Pension scheme to pay employer contributions to group pension funds for your employees. Using this feature, you can: Register information about various pension providers Register information about different pension types Map pension providers or agreements to employer Register pension information about employees or assignments Estimate the employers pension premium and the Employers Contribution of pension premium per payroll run Estimate the Agreement Based Pension premium per payroll run Deduct the employees pension contribution per payroll run Enable an element for entering actual paid collective pension (Employers part) per employee
3.23.1.18. Use the Balance Initialization Process You can set up and load initial balance values before you begin to process payrolls. The balance initialization process helps you to accurately calculate legislative deductions in Oracle Payroll. 3.23.1.19. Improve the Performance of Oracle Payroll Processing To improve payroll run performance, Oracle Payroll creates and maintains Latest Balance Values. If these values were not created, the payroll process would calculate balance values by summing the run results for all balances. This has a significant impact on the first payroll run. This release enables you to use Latest Balances for Oracle Payroll processing.
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3.23.2.
Use updated reporting codes, effective from January 2007. Use new rates for domestic travel, effective from 1-May-2008. Use new rates for Domestic Mileage rate for Electrical Driven Car, legitimated domestic night rates for hotel stay, and day trips that are not classified as official journey. Use revised National Insurance Base Rate, effective from 01-May-2008. Use the revised Preferential Loan Interest.
3.23.2.2. Comply with EOY0708 Legislative Changes effective from 2008 You can now use the following components to comply with End of Year Changes for 2008: Updated High-rate tables for 2008 New and changed tax municipals from 2008 Updated globals for 2008: o o o o o o Union dues pre tax deduction amount Free company cars Free boarding and lodging Tax authorities threshold rate for withholding tax on overnight travel Tax free card threshold amount Interest rate and preferential loans
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3.25.2.
Release 12.1.2
3.25.2.1. Use Cash Management Integration for EFT Payments With R12.1.2, support has been provided for the integration of Oracle Cash Management (CE) with Oracle Payroll for EFT reconciliation in Saudi Arabia. This feature enables users to reconcile the transactions from the payroll system with the data in the bank statement. The CE system fetches the list of reconciliation transactions from Oracle Payroll, based on the payment file processes that have been run. 3.25.2.2. Display Balance Breakdown From R12.1.2, a new region is available in the balance form in the Saudi Arabia localization. This region displays the balance breakdown for all the context sensitive balances, thus allowing users to view all the relevant balance values. 3.25.2.3. View Magtape Output Window Oracle Payroll for Saudi Arabia localization now enables users to easily access the magnetic tape output files (.mf and .out) from the application. To use this feature,
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navigate to the View Payroll Process Results window, select the completed magtape process and click the View Output button 3.25.2.4. Prevent Loss of Latest Balances From R12.1.2, the application stores the latest balances even after the balance adjustment process is run. This improves the performance of balance retrieval in the Saudi Arabia localization. There is no additional set up to be performed to use this feature. 3.25.2.5. Purge Process The Purge process provided by Oracle Payroll enables users to delete data that is no longer required from the payroll tables to free up space and improve performance. A concurrent process Archive Payments and Deductions for Payslip to archive the historic pay slip information is provided with this feature. Users must run this concurrent process to archive historic data.
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3.26.2.
3.26.2.3. Submit the CPF Line Report/Magtape Using the New CPF Submission Number From 01-Jan-2009, a new CPF Submission Number (CSN) is available for use with the CPF Line report and CPF Line magtape file. Employers must use this CSN while submitting their employees' CPF contribution to CPF Board. CSN serves as a replacement of the previous identifier type Employer Reference Number (ERN). To accommodate the new UEN, the CPF Interface File specification is changed to enable employers to use a 15-digit CSN identifier in the text file instead of 7-digit ERN. Employers can use the latest CPF Line file specification version 2.0. The CPF Line report concurrent program validates the date that determines the use of the CSN or ERN.
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Please note that you can use the new CPF Submission Number (CSN) from 01-Jan-2009 only, and use the old CPF number prior to this date. 3.26.2.4. Use the Latest Rates for Mosque and Mendaki Fund Contributions The monthly contribution rates for the Mosque Building and Mendaki Fund (MBMF) have increased from 1st Mar 2009. Oracle HRMS for Singapore includes these rates for MBMF calculations and processing.
3.26.3.
Release 12.1.2
3.26.3.1. Singapore IRAS Amendment Process Oracle HRMS for Singapore provides users with the ability to produce government mandated reports using the integrated features of Oracle Payroll. Each year, employers in Singapore are required to submit employee earnings information to the IRAS (Inland Revenue of Singapore). The personal tax amount is calculated by IRAS based on this information. The amendment file is required only if there are changes to amounts or fields which affect the total amount of employment income, e.g. where an employees income tax is borne by employer but the indicator had not been given earlier. Employers do not have to send amendment files for changes to employees particulars, such as address, date of birth, etc. personal
In the amendment file you will only need to provide the difference between the original (transmitted) amount and the actual amount. Leave all other numeric fields - which were not affected by the error (income and deductions) - blank. Example: the income/ deduction amount is under/over reported in the earlier transmission. Actual Salary = Original Transmission = Amended record should be shown as "$4,000" Actual Bonus = Original transmission = Amended record should be shown as "-$2,000" $25,000 $21,000 $6,000 $8,000
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3.27.2.
3.27.3.
3.27.4.
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3.27.4.3. Use Tax Year End 2009 Changes Use new validations added to the Tax Year End Validation report and the exception log. 3.27.4.4. Use Budget Speech Changes from 01-Mar-2009 Use the updated Tax Table and global values, modified as per the Budget Speech on 11-Feb-2009.
3.27.5.
Release 12.1.2
3.27.5.1. Use Cash Management Integration for EFT Payments With R12.1.2, support has been provided for the integration of Oracle Cash Management (CE) with Oracle Payroll for EFT reconciliation in South Africa. This feature enables users to reconcile the transactions from the payroll system with the data in the bank statement. The CE system fetches the list of reconciliation transactions from Oracle Payroll, based on the payment file processes that have been run 3.27.5.2. Display Balance Breakdown From R12.1.2, a new region is available in the balance form in the South Africa localization. This region displays the balance breakdown for all the context sensitive balances, thus allowing users to view all the relevant balance values. 3.27.5.3. View Cost Allocations Oracle Payroll for South Africa localization enables users to view an assignments costing details using the View Cost Allocation Page before running the Costing process. 3.27.5.4. View Magtape Output Window Oracle Payroll for South Africa localization now enables users to easily access the magnetic tape output files (.mf and .out) from the application. To use this feature, navigate to the View Payroll Process Results window, select the completed magtape process and click the View Output button. 3.27.5.5. Use EMP201 Report The EMP201 Report is delivered in R12.1.2. This report assists users to complete the EMP201 return. 3.27.5.6. Use Net to Gross Functionality The Net to Gross functionality for Annual Bonus and Annual payments is now available in Oracle Payroll for South Africa. To enable this feature, the following components have been delivered: New classifications and balances Enabling of Run Types Model elements for reference to create user elements
However, Net to Gross processing of periodic payments is not supported. 3.27.5.7. Run the Tax Year End Data Validation Report any time A new concurrent program "Interim Tax Year End Data Validation Report" in Oracle Payroll for South Africa now enables the Tax Year End Data Validation Report to run at any time during the tax year. This does not submit the Preprocess. Using this report, users can identify certain data errors in time to rectify them before they get to Tax Year End.
Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (South Africa) 64
3.27.6.
Release 12.1.3
3.27.6.1. Payroll Exception Reporting This feature is enabled in the South Africa localization to allow users to identify those employees for whom the payment is either greater than or less than a specified variance.
3.27.7.
3.29.1.3. Process Sickness Pay for Your Employees You can process sick pay to calculate sick pay, sickness deductions, and waiting day deductions along with the payroll run. The solution contains predefined examples. These examples cover the basic rules from statutory requirements and are working examples. If your requirement exactly matches the predefined examples, then you can configure the examples to use them as solutions. Otherwise, you must create new formulas and elements with your organization-specific logic. You can then configure these new formulas and elements to work as a solution. 3.29.1.4. Generate Online Payslip Employees can view their payslip online using Self-Service HR. Oracle HRMS generates the payslip based on archived data. Providing this information fulfils statutory requirements and also reduces the number of pay-related questions salary administrators receive. 3.29.1.5. Use the Tax Card User Interface to Enter Tax Card Details The Tax Card User Interface enables you to enter data for a tax card in the Tax Card element. This interface opens in a browser and performs various validations on the data you enter. You can use this interface to create tax card details manually. 3.29.1.6. Manage End of Year Changes for 2006 Oracle HRMS provides legislative updates and changes to tax and statutory deductions to help you manage the processes as per the new tax table values and employer tax percentage break-up values for 2006. 3.29.1.7. Generate Payroll Reports for Statutory Compliance The following new reports are added to meet statutory requirements. Swedish Tax Declaration Report Swedish Direct File Transfer Report Swedish Statistics Office Report Swedish Short Term Employment Statistics Report Swedish Holiday Pay Debt Report Swedish FORA Report Swedish Wages and Salaries Statistics Report Swedish Tax Declaration XML File Report Swedish Work Time Certificate Report Swedish Income Statement Report
3.29.2.
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3.29.2.2. Print Batch Payslips You can now use the Batch Printing of Payslip solution to generate the payslips as one PDF output.
3.29.3.
3.30.2.
Release 12.1.2
3.30.2.1. Use Cash Management Integration for EFT Payments With R12.1.2, support has been provided for the integration of Oracle Cash Management (CE) with Oracle Payroll for EFT reconciliation in UAE. This feature enables users to reconcile the transactions from the payroll system with the data in the bank statement. The CE system fetches the list of reconciliation transactions from Oracle Payroll, based on the payment file processes that have been run. 3.30.2.2. View Magtape Output Window Oracle Payroll for UAE localization now enables users to easily access the magnetic tape output files (.mf and .out) from the application. 3.30.2.3. Prevent Loss of Latest Balances From R12.1.2, the application stores the latest balances even after the balance adjustment process is run. This improves the performance of balance retrieval in the UAE localization. There is no additional set up to be performed to use this feature.
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3.31.1.8. Use the Date Worked Payment Method to Pay Non-Recurring Claims Use the Date Worked Payment method to easily pay ad-hoc hires and to support nonrecurring claims. This feature enables you to pay part-time salary and OSLA claims. If you want to enable the Date Worked Payment Mode, you must ensure that all Claims (Normal Claims and Retro Claims) elements have the Date Worked Input Value added.
3.31.2.
ET 105.00
UEL 770.00
Oracle HRMS (UK) 69
453.00
3337.00
Changes to Basic rate- Basic Rate - 20% Changes to Statutory Payments Rates SSP rate - 75.40 SMP standard rate - 117.18 SAP standard rate - 117.18 SPP standard rate - 117.18
3.31.2.6. Comply with Start of Year Statutory Updates Oracle Payroll now supports an enhanced Start of Year process to provide improved performance and reporting. 3.31.2.7. Comply with NI Rollup Statutory Updates Oracle Payroll supports changes to the conditions for contribution rollup and LEL rollup to comply with statutory requirements and ensure correct reporting of NI figures. 3.31.2.8. Comply with Statutory Updates to In Year Filing Reports From 6 April 2008 there are certain changes to the business rules surrounding the completion and issue of In-year forms. Previously, the mode of transmission for all EDI In-year messages used the MOVDED Version 3.0 message type. This year, EDI In-year messages use the MOVDED Version 5.0 message type. According to legislative requirements, after 05-Apr-2008, the HMRC will reject existing processes and their associated MOVDED 3.0 files. To support these changes, Oracle Payroll includes the following changes: Renamed the existing processes as follows: P45(3) EDI Process to P45(3) EDI Process - pre 06-Apr-2008 P46 EDI Process to P46 EDI Process - pre 06-Apr-2008 Pension Notification EDI Process to Pension Notification EDI Process - pre 06Apr-2008 P45(1) EDI Process to P45(1) EDI Process - pre 06-Apr-2008
Oracle Payroll now supports the following new processes and their associated 5.0 message file types to support HMRC requirements effective 06-Apr-2008: P45PT3 EDI Process P46 EDI Process PENNOT EDI Process P45PT1 EDI Process
Additionally, there are updates to the current application to generate EDI reports in line with the HMRC specifications.
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3.31.3.
NI - includes changes for the tax year 2009/2010 to cater to National Insurance (NI) calculation in respect of the contracted-out rebate. In Year Filing Reports - from 6 April 2009, legislative requirements mandate making certain changes to the validation for the EDI message types, and new message versions will come into use (Version 6). After 05-Apr-2009, HMRC will reject the existing processes and their associated Version 5, however you can use this version until then. The existing processes are renamed as follows: o o o o P45PT3 EDI Process V5 - pre 06-Apr-2009 P46 EDI Process V5 - pre 06-Apr-2009 PENNOT EDI Process V5 - pre 06-Apr-2009 P45PT1 EDI Process V5- pre 06-Apr-2009
From 06-Apr-2009, the HMRC will accept only the following newly created processes and their associated V6 messages: o o o o P45PT3 EDI Process V6 P46 EDI Process V6 P46PEN EDI Process V6 (PENNOT) P45PT1 EDI Process V6\
P11D - use the updated format of the P11D and accompanying worksheets in line with the specification for 2008-09. To comply with the HMRC's specifications for 2008-2009 and the business requirements of the EEC1 Expenses and Benefits Returns on Magnetic Media, Oracle Payroll now provides an updated EDI file. The changes include: o o o The calculations for 2008/09 use 365 days as a basis. The interest rate in the calculation of loans is now 6.10%. A new fuel type G available for cars capable running on E85 fuel (bioethanol).
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A new calculation added for certain Qualifying Low Emissions Cars (QUALECs).
Report changes - use a new A4 version of the paper form P45 effective October 2008, mandatory for all UK employers effective 6 April 2009. Oracle Payroll now supports the following stationery types: o o o P45 (Laser-Sheet) P45 (online) - Plain paper A4 Computer generated version To update and simplify the operations of the tax system, the HMRC has introduced a new paper form, P46 (Expat) Starter Notification, effective from 06-Apr-2009. This form enables employers to send notification to HMRC for certain new ex-patriate employees. This form is also a part of the mandatory electronic in-year filing for medium and large organizations.
3.31.4.
Release 12.1.2
3.31.4.1. Upgrade Latest Balance Table With R12.1.2, Oracle Payroll for UK provides a feature for upgrading the latest balance table to improve performance. After enabling this feature, the application maintains the latest balance values in a single table PAY_LATEST_BALANCES instead of two tables PAY_PERSON_LATEST_BALANCES and PAY_ASSIGNMENT_LATEST_BALANCES. To enable this feature, submit the concurrent process "Generic Upgrade Mechanism" with the parameter Single Latest Balance Table Upgrade. 3.31.4.2. Partial Period Accruals Oracle Payroll for UK now provides a feature for estimating costs when accounting periods do not coincide with the payroll periods. Users can now include estimated costs at the end of an accounting period and then replace these estimates with the actual costs when they become available. This is useful when end dates for accounting periods and payroll periods do not coincide. 3.31.4.3. Use Cash Management Integration for EFT Payments With R12.1.2, support has been provided for the integration of Oracle Cash Management (CE) with Oracle Payroll for EFT reconciliation in UK. This feature enables users to reconcile the transactions from the payroll system with the data in the bank statement. The CE system fetches the list of reconciliation transactions from Oracle Payroll, based on the payment file processes that have been run. 3.31.4.4. View Cost Allocations Oracle Payroll for UK localization enables users to view an assignments costing details using the View Cost Allocation Page before running the Costing process. 3.31.4.5. View Magtape Output Window Oracle Payroll for UK localization now enables users to easily access the magnetic tape output files (.mf and .out) from the application. To use this feature, navigate to the View Payroll Process Results window, select the completed magtape process and click the View Output button.
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3.31.4.6. Prevent Loss of Latest Balances From R12.1.2, the application stores the latest balances even after the balance adjustment process is run. This improves the performance of balance retrieval in the UK localization. There is no additional set up to be performed to use this feature. 3.31.4.7. Use Field KIT Days Oracle Payroll for UK now provides the data changes to ensure that the field Keep in Touch Days, on clicking opens the Additional Adoption/Maternity Details Info and not the Additional Maternity Details Information DFF. 3.31.4.8. P6/P9 Output The UK SOY process is now modified to ensure that the P6/P9 output report includes the Employer PAYE Reference number. Additionally, the records in the P6/P9 output will now be grouped by the Employer PAYE reference number. 3.31.4.9. View SOE Balances To enable the UK users to view all the balances that are configured using the user table SOE Balances, the restriction to display only 12 balances in the SOE has been removed.
3.31.5.
Release 12.1.3
3.31.5.1. BI Publisher (eText) Reports Three existing EDI reports are now available in BI Publisher format in addition to the Magtape format. The following are the three EDI reports: WNU (Works Number Update report to HMRC) P46 New Starter Notification (in-year filing report) P46EXPAT Starter Notification(in-year filing report)
The BI Publisher format reports will be available under the relevant processes for WNU, P46 and P46EXPAT. The format of the EDI files will be identical regardless of which process is used to create them and customers still need to submit them to HMRC in the same way. 3.31.5.2. Start Of Year (SOY) Future Changes Validation check A new feature for Start of Year process has been introduced to give users flexibility to enable or disable the Tax code uplift process. This will allow the override of Tax Code for assignments with an existing change on the effective date of the process. Actual future dated changes will still cause an error. This feature is available in the Start of Year mode of the Tax code Uplift process. The SOY process would interpret these records as a special update cases and update the following details regardless of any existing changes on the same date:
a)
Clear down the Previous P45 figures Change the NI director processing flag
3.31.5.3. Defaulting PAYE Aggregation for Secondary Assignments It is now possible to set the PAYE Aggregation flag by default each time a secondary assignment is created using the system profile option HR:GB Default Aggregation. This automated functionality behaves in the same way as when the PAYE Aggregation flag is set manually. 3.31.5.4. School Workforce Census Reporting (Public Sector) Public Sector customers who need to submit school census data to the Department for Children Schools & Families (DCSF) can now use the new feature that will allow them to create the XML files for submission. This new functionality features a new configuration module called School Workforce Census and it allows users to map their existing data to be extracted as per the requirements from the DCSF. The enhancement also introduces new user interfaces and EITs to capture the data required for the census as an alternative to the configuration module. A new concurrent process is introduced which will extract the data and create an exception report as well as the XML data files for the modules required by DCSF. The five modules provided by the SWFC process are: Basic Staff Details Contract Details Qualifications (optional) Absence LA Level count of Educational Psychologists
3.31.6.
3.31.7.
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The existing functionality of Payroll Processes will remain the same. If only the MultiPayroll processes are required by an enterprise, they need to add the desired concurrent program to the request group of the corresponding responsibility.
3.31.8.
Release 12.2
3.31.8.1. Element Register Report enabled The Element Register Report is now available with this release from the Submit Request window for UK HRMS. This report is added to the following request groups: UK HRMS Reports & Processes UK SHRMS Reports & Processes
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3.32.1.3. Statutory Changes to EEO-1 Paper and Magnetic Reports EEO-1 paper and magnetic reports now include the 2007 statutory changes for Job Category descriptions (US_EEO1_JOB_CATEGORIES) and Ethnic Categories (US_ETHNIC_GROUP). 3.32.1.4. Control Resident Wage Accumulation and Tax Calculation Oracle Payroll calculates tax withholding and accumulates wages based on rules provided through the tax interface with Vertex. Changes within the Vertex tax engine significantly improve the handling of multiple work jurisdictions and enhance the processing of reciprocity rules at state and local levels. Using the Standard or Enhanced Tax Interface, your employees accumulate wages even when state and local taxes are not withheld. After enabling the Enhanced Tax Interface plus Wage Accumulation, you can override the standard behavior by setting options at the GRE and employee levels to control how your employee's work taxes affect their taxes at residence locations as well as determine whether wages should be accumulated at their residence location. See: Wage Accumulation using the Enhanced Tax Interface 3.32.1.5. Use Open Plan Solution Formats for TIAA-CREF Files In response to the adoption of Open Plan Solution (OPS) TIAA-CREFF transmission format, you can now produce the TIAA-CREFF files using the appropriate format. The
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TIAA-CREF OPS Layout report replaces the previous TIAA-CREF Transmission Report Set. 3.32.1.6. Capture Make-up Amounts for Roth Contributions on W-2s Under the Uniformed Services Employment and Reemployment Rights Act (USERRA), employees who served in the military can make up retirement plan contributions. Employees can designate after-tax investment amounts for prior years for Roth 401k and 403b. Previously, the W-2 form reported the current year amounts only for Roth 401k and Roth 403b. Now, the W-2 displays the make-up amounts taken for prior years, including the amount, the appropriate code (AA for Roth 401k or BB for Roth 403b), and the designated year of the make-up amount. This release adds two options for Roth 401k and Roth 403b to the concurrent program Create USERRA Balances and modifies the Year End Pre-Process to archive USERRA balances. For the generated Roth 401k and 403b elements, the Year End Pre-Process archives the date of designated Roth contributions using the elements input value Year of Prior Deferrals. Elements feeding the Roth USERRA 401k and 403b balances automatically feed the standard Roth 401k and 403b balances (W2 Roth 401k and W2 Roth 403b). 3.32.1.7. Identify Initial and Subsequent Corrections on W-2Cs When you correct a W-2, Box A, the printed form should display W-2 for the first correction, and W-2C for all subsequent corrections. You can now choose a print instruction when producing the correction W-2s, so that the resulting form displays W-2 in Box A for an initial correction, and C for all subsequent corrections. 3.32.1.8. Submit the Florida State Quarterly Wage Listings File in XML Format The Florida Department of Revenue (FDOR) accepts UCT-6 Florida unemployment compensation returns electronically using the Extensible Markup Language (XML) format. Using Oracle HRMS, you can submit the State Quarterly Wage Listings (SQWL) file in XML format. You can generate the Florida SQWL file by running the SQWL concurrent manager process for Florida and send the resulting XML file (.mf file) to FDOR. Before generating XML output, you must first complete information for the GRE/Legal Entity in the SQWL Employer Rules (1) and SQWL States Transmission Rules.
3.32.2.
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3.32.3.
3.32.4.
Release 12.1.2
3.32.4.1. Cash Management Integration with US Payroll for EFT (NACHA) Reconciliation This feature allows users to perform bank reconciliation in Oracle Cash Management for EFT (NACHA) Payroll payments that originate in Oracle US Payroll. 3.32.4.2. Select Custom Template When Printing Employee W-2s This feature provides the ability to select a custom W-2 template when generating and/or printing Employee W-2s using the PDF-based Employee W-2 report. This is useful when there is a need to reprint a W-2 for an employee from a prior year using that year's W-2 layout or to generate/print out consolidated employee W-2s for record keeping purposes. 3.32.4.3. XML-Based Employer W-2 to be Filed With the State Report Currently, users who file Employer W2s with state agencies on paper must do so using preprinted forms from a third party. This feature will provide an XML-based report that will produce the Employer W-2 output in PDF format. Users can now reduce costs by printing the W-2s on blank paper without having to order preprinted forms from a third party.
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3.32.5.
Release 12.1.3
3.32.5.1. Produce Printable and Customizable Online Payslips This release introduces a new XML-based online payslip which provides printable PDF output. The new XML template now available will make it easier for users to customize the payslip according to their business needs. Enhancements have also been made to improve performance when selecting online payslips.
3.32.6.
3.32.6.2. Override State Withholding Lines in Self Service Payroll administrators can now override the state income tax withholding links that are visible to employees in Self Service. This allows them to update any withholding links that have been changed by the state and have not yet been delivered by Oracle in a patch. Administrators may also add local withholding links if desired (these are not maintained by Oracle). This has been forward ported to r12.2.2.
3.32.6.3. New Override Check Date for Check Writer (XML) Report To accommodate overriding the check date on payroll checks produced using the Check Writer (XML) report, a new report Check Writer (XML) Override Payment Date has been delivered which includes the additional parameter Override Check Date. This allows payroll managers to override check dates in the event where they need to replace/reissue a check without having to roll back costing and other payroll processes or issue a manual payment via Accounts Payable. . This has been forward ported to R12.2.2.
3.32.7.
Employees can now model their paycheck using the new Paycheck Modeler available online. This a Paycheck calculator that can be used by individuals to quickly and accurately answer paycheck related questions and address "what-if" scenarios such as how their net pay would be impacted by an increase to their 401K deduction or by a change to their federal or state filing status from single to married. Employees can even elect to print a PDF copy of their model paycheck
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results. This feature is available to both employees and payroll professionals (administrators) via Self Service HR. Giving employees the ability to model their own paycheck can help reduce payroll department overhead costs as well as boost employee morale. This has been forward ported to r12.2.2.
3.32.7.2. Employee W-2c Now Available Online Employees can now access their W-2c copies online along with their W-2. Previously, only employee W-2s were available online. If a corrected w-2 had to be issued, only hard copies could be produced and mailed, resulting in longer wait times for employees. With the W-2c being made available online, employees can now view and/or download their corrected W-2 immediately after it has been generated. This feature is forward-ported to R12.2.2.
3.32.7.3. New XML-Based Employee W-2c PDF Report More Versatile and Robust Along with making the Employee W2-c available online, a new XML-based W-2c report has been delivered which can be used to produce Employee W-2c PDF copies on blank forms, thus reducing company costs if corrective W-2s need to be provided to employees. This has been forward ported to R12.2.2.
3.33.2.
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3.33.2.2. Reconsider Terminated Applications Recruiters and hiring managers can now reconsider applications that have been terminated by error or the applications that need to be reconsidered. Recruiters will be able to reconsider terminated applications using the Candidate Application Details page. 3.33.2.3. View Annualized Salary Details When Creating or Updating Offers When managers create or update offers, the Salary Information region now displays annualized salary and annualized FTE salary based on the selected salary basis and the proposed salary. iRecruitment considers the work hours and work frequency of the applicant while calculating the annualized salary. For example, you are creating an offer for an applicant for the position of a Manager position in Vision Corporation. The default work hours of this business group is 40 and work hours frequency is Week. You select an hourly salary basis where the hourly salary rate is $50. iRecruitment calculates the annualized salary as (40 * 52 * 50) = 104000 and the annualized FTE salary as (40 * 52 * 50) = 104000. If the applicant chooses to work 20 hours per week for the hourly salary rate of $50, then the annualized salary would be calculated as (20*52*50) = 52,000. This enhancement helps managers to enter correct salary for their offers. 3.33.2.4. Warn Managers Or Display an Error Message if an Active Offer Exists During Offer Extension Changes to the IRC: Allow Multiple Offers for Candidate profile option enable you to define the appropriate setting for managers or recruiters when they try to extend more than one offer to an applicant. If an active offer exists for an applicant, then you can warn managers that an offer already exists for that applicant by setting the profile option value to Warning. You can also prevent managers from extending more than one offer to an applicant by setting the profile option value to Error. When managers search for an applicant to create an offer, they can verify whether an active offer exists for that applicant using the Active Offer Exists column on the View Applicants page. 3.33.2.5. View Offer Status and Offer Last Update Date for Applicants On the View Applicants page, managers or recruiters can view the offer status for applicants. This page also displays the last update date for offers. This benefits managers, as they need not drill down to the Candidate Details page to view the offer status. 3.33.2.6. View Offer Approval History Recruiters or managers can view the approval history of an offer at any stage in the offer process. The offer approval history details include the offer status, offer approver, approver type, approval status, approval date, and any comments on the offer. Recruiters can view the offer approval history using the Offers Workbench page. They can click the Approvers icon to view the approval history. For individual applications, managers can view the offer approval history in the Offers tabbed region of the Candidates Details page. 3.33.2.7. Search for Closed Offers Recruiters can now search for offers that are closed with the following reasons: Applicant declined acceptance Applicant hired Applicant withdrew application Manager closed offer
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Manager terminated application Offer accepted by applicant Offer declined by applicant Offer expired Offer rejected by approver Offer withdrawn
3.33.2.8. Withdraw Offers iRecruitment now enables recruiters and hiring managers to withdraw offers extended to applicants. When applicants decline offers after acceptance managers can record this information using the Applicant Declined Acceptance page. Recruiters or hiring managers can withdraw offers that are the following statuses: Pending for Approval Pending Extend Duration Returned for Correction Approved Extended Hold Closed, with offer reasons as Offer Accepted by Applicant or Offer Declined by Applicant
3.33.3.
Release 12.1.1
3.33.3.1. Interview Management Oracle iRecruitment delivers the Interview Management functionality that enables enterprises to manage the entire interview cycle in their recruitment process. Using the Interview Management functionality, recruiters and hiring managers can: Schedule multiple rounds of job interviews for an applicant or for multiple applications for a vacancy. Select the members of the interview team and define the primary interviewer if there are multiple interviewers for a particular round of interview. Interviewers must be part of the recruitment team for the vacancy. Maintain interview information such as the interview schedule, contact information, and details about the interviewers. Provide feedback about the interview, add interview notes, and enter the result of the interview. Reschedule, cancel, or place an interview on hold.
Recruiters, hiring managers, and interviewers can view the summary of their interviews on the My Interviews region of the iRecruitment home page. The My Interviews region displays interview details for the next N number of days.
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3.33.3.2. Recruitment Communications The recruitment process involves communication between recruiters, hiring managers, and candidates, for example, communication about the status of applications and additional instructions about interview schedules, or clarification about job applications. These are critical from a record-keeping standpoint. Using the Recruitment Communications functionality, recruiters and hiring managers can communicate with recruiting team members, candidates, and agencies individually or as a group. They can initiate a topic or message and add recipients to it and can send messages to single or multiple applicants. The recipients receive notifications for these messages. The recipients can respond to these messages from the Communication tab of the Job Application details page. Additionally, users can attach documents to the messages. The recruiters and hiring managers can configure the communication properties at the vacancy level. If processing the job applications is complete for a vacancy, then they can close the communication. 3.33.3.3. Employee Referrals For many enterprises, employee referrals are one of the most efficient and effective sources of candidates. The Employee Referrals functionality enables: The recruiters or hiring managers to mark vacancies eligible for employee referral. The employees to create candidate profiles, and refer candidates to vacancies available for referrals. The employees to create candidate profiles and refer their candidates to managers who in turn can pursue the candidates for suitable vacancies. The candidates to provide the reference of an employee while creating their profiles or submitting job applications. Recruiters and hiring managers to search for candidates who are referred by employees.
3.33.3.4. Notifications for New Job Applications and Application Status Changes Oracle iRecruitment enables the enterprises to define their own FYI notification rules (in Oracle Approval Management (AME)) for actions performed in the iRecruitment application. By default, managers, candidates, and recruiters receive these FYI notifications. Enterprises can configure the Approvals Management rules to determine the recipients. iRecruitment provides predefined notifications that notify: The vacancy managers or recruiters and applicants about the application status changes. The vacancy managers or recruiters when new job applications are submitted for their vacancies.
3.33.3.5. Enhanced Searches iRecruitment provides the following additional search capabilities for recruiters, managers, and agency users. They can search: Vacancies based on Professional Area.
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Applicants based on multiple application statuses. Applicants based on any of the Phone Numbers available in the candidate profile.
3.33.3.6. Attachments in Vacancy and Offers Recruiters and hiring managers can now add attachments to vacancies and offers. They can control the access to the documents by adding separate documents for internal users such as members of the recruiting team and for external users such as applicants. However, managers and recruiters can view both internal and external documents. 3.33.3.7. Dashboards for Hiring Manager and Recruiter To know the recruitment progress, hiring managers and recruiters require a summary of their recent recruitment transactions without having to perform multiple searches. iRecruitment provides a dashboard on the iRecruitment Home page for hiring managers and recruiters that gives direct access to the recent vacancies, new applications for vacancies, and recently created or updated offers. Managers and recruiters can view recruitment information for a specific time period using the last N number of days. They can also view scheduled interviews for the next N number of days. Managers or recruiters can use the Recruitment Summary link on the home page to review recruitment summary information like number of vacancies, vacancies filled, offers accepted grouped by their direct reports, recruiters and organizations. Managers or recruiters can drill down from this Recruitment Summary page to the relevant vacancy, application, or offer details pages. iRecruitment displays the recruitment summary details based on the responsibility that a manager or a recruiter uses. 3.33.3.8. Reconsider Terminated Applications Recruiters and hiring managers can now reconsider the applications that have been terminated by error or the applications that need to be reconsidered. Recruiters can reconsider one or more terminated applications, from the View Applicants page. Candidates who have voluntarily withdrawn their applications or whose applications have been terminated by recruiters can now request for reconsideration of their applications from the Job Application Details page. Recruiters or hiring managers can review the requests and reconsider these applications. 3.33.3.9. Offer Withdrawal Recruiters and hiring managers can now withdraw offers that are at any of the following offer statuses: Pending for Approval Pending Extend Duration Returned for Correction Approved Extended Hold Closed: Offer Accepted by Applicant Closed: Offer Declined by Applicant.
Recruiters and hiring managers can record the applicant response on Revoking Acceptance after the applicant accepts the offer.
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3.33.4.
Release 12.1.2
In this release, Oracle iRecruitment aims at providing better user experience, introduces WEB 2.0 features like RSS FEEDS and enhancements that improve recruitment processes. 3.33.4.1. Create External User Accounts for Candidate Records Created by Managers and Recruiters Oracle iRecruitment now provides an option to create a new external user account for candidates whose profiles are created by managers and recruiters. This option brings in greater flexibility for these candidates to maintain and manage their user account similar to external candidates. A new profile option drives the creation of the external user account for candidates created by managers and recruiters. Candidates registered by the manager or recruiter receive login credentials to log in to the iRecruitment Visitor site. Using these details, candidates can search for jobs, apply for jobs, view the interview schedules, and manage their account online easily. 3.33.4.2. Use RSS Feeds links when searching for Jobs Site visitors and external candidates can subscribe to the RSS Feeds that allows users to get updated information automatically on vacancies or jobs straight to their desktop, without having to visit the client application. Site visitors and external candidates, can subscribe to the RSS feeds after performing a job search. When candidates subscribe to these feeds, they can view the newly created or updated information that match the criteria provided during the feed subscription directly on their RSS feeds reader. 3.33.4.3. Use Hyperlinks in the Notifications to Navigate to iRecruitment Pages Hyperlinks to the relevant transaction pages are provided on the notification messages. Using these hyperlinks, users can navigate to the actual application pages directly from the notifications messages. For example, when a candidate receives a notification for a communication message, the candidate can directly click the hyperlink to navigate to the communication details page and reply to the message. 3.33.4.4. View Interview iCalendar file (.ics file) Attachments in Notifications When interview events are scheduled for applicants, an iCalendar file (.ics) containing the schedule information is attached to the notification messages. Users can thus export the interview details in the iCalendar file into their calendar applications that support the .ics format. This feature enables them to monitor their upcoming interview events easily in their calendar application. 3.33.4.5. View Salary Amounts in the Corporate Currency Oracle iRecruitment now provides the ability to view the salary in the corporate currency. A new read-only field is available to recruiters, hiring managers, agency users and approvers in the create or update vacancy, create or update offer, and other vacancy and offer view pages. This field provides salary information after converting it into the Corporate Currency. For example, if the proposed salary amount is entered as 5,000 USD and the Corporate Currency is set as GBP, then the corresponding value will be displayed as 3085.905 GBP (assuming the conversion rate is set as: 1 USD = 0.61 GBP).
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3.33.4.6. View Resume and Documents on iRecruitment pages Recruiters, hiring managers, and offer approvers can view: The resume and supporting documents uploaded at the application stage. Other latest supporting documents uploaded as of the system date.
This feature empowers them to have the accurate details of the candidates profile during the job application stage and the latest. A new region is available in the create or update offer review, offer approval notification, and application details pages. This region provides the details of the resume and documents uploaded at the time of submitting the job application and the latest supporting documents available as of the system date. User can preview or download the documents directly from these pages. 3.33.4.7. Provide comments while withdrawing job applications or terminating job applications iRecruitment now enables: a) Applicants to provide comments when they withdraw their job applications b) Managers, recruiters and agency users to provide comments when they terminate job applications in the recruitment process. c) Managers and recruiters receive a notification along with the withdrawal comments. Also, Request Reconsideration feature that is used by the applicants for requesting reconsideration of their terminated applications will be displayed only for self withdrawn applications. This feature will not be available for manager or recruiter terminated applications. 3.33.4.8. Use Document type restriction for file uploads Currently, when an applicant uploads a document such as a resume or a cover letter, iRecruitment does not validate the document file type being uploaded. This makes the system vulnerable from files that contain destructive code. iRecruitment now provides an extensible lookup to control the document types that can be uploaded. When the user uploads any other document type other than the ones configured, the system displays an error, thus restricting the document types for upload. 3.33.4.9. View Job Details and Candidate Details in Popup windows on iRecruitment pages External candidates can view the basic details of the job such as job requirements, skills required, salary details etc in a pop-up window when they hover-over the Job Name. Managers and recruiters can view the basic details of the candidate such as Work preferences, Skills, Qualifications, Previous employment details etc in a popup window, when they hover-over the Candidate Name. Candidate details pop-up is now available in all the Candidate search pages: Prospect Pool, Individuals, Resume, and Applicants and View Applicant pages. Users can use these pop-ups and avoid drill downs to detail pages to review candidate and job information. 3.33.4.10. Record Notes on Applicants Recruiters and Hiring Managers can now record notes and comments using the inline attachments feature. Using inline attachments, users can view and add notes in the popup window by hovering over the attachments icon. Apart from text they can also add URL
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references and files as notes. This feature has been enabled out of the box in the Applicants Search and View Applicants pages.
3.33.5.
Release 12.1.3
3.33.5.1. Candidate Profile Oracle iRecruitment now provides hiring managers and recruiters a user-friendly single page interface with all relevant candidate details. The Candidate Profile page presents a comprehensive picture of candidates and applicants and helps them analyze the candidate vs. the applicant pool. The Candidate Profile feature enables Recruiters and Hiring Managers to: View candidate or applicant profile information View Application Details View Applicant Pool Analysis, which provides information on how well the candidate fits a particular vacancy in comparison with the others in the Applicant Pool, in terms of skill requirements, assessment scores and salary expectation. Print candidate profiles Generate profile comparison reports of applicants
The Candidate Profile page presents the information in three regions namely Candidate Details, Application details and Applicant Pool Analysis. Each of the regions facilitates quick and sophistication in processing candidature and applications. This minimizes the number of clicks and improves the productivity of recruiters. 3.33.5.2. Find Duplicates Duplicate records can occur when candidates register more than once and submit job applications to vacancies using different methods. Having the same candidate referenced with multiple accounts is confusing and introduces inconsistency and redundancy in processing the same candidature multiple times. iRecruitment now provides an easy way for recruiters to find duplicate profiles that exist in the system using predefined search criteria. Using the Find Duplicates functionality, recruiters can perform a find duplicates search and link duplicates profiles that exist in the system. Once linked, recruiters and hiring managers can review information of all the duplicate profiles from any one of the candidate details page. 3.33.5.3. HR-XML 2.5 Compliance for Job Board Posting Oracle iRecruitment is now compliant with the HR-XML version 2.5 for Job Board Postings. Enterprises can use this feature to post vacancies on to Recruiting Sites of third-party job board vendors that have adopted the HR-XML 2.5 standards. iRecruitment generates an XML compliant with the 2.5 version. 3.33.5.4. Salary Basis and/or Proposed Salary fields non-mandatory Currently, in iRecruitment, when an offer is created for an applicant, both the Salary Basis and Proposed Salary fields are mandatory. When the Proposed Salary field is entered, a pay proposal is created for the candidate. This forces the customer to administer pay using Salary Administration only, though Oracle HRMS offers many other ways to remunerate employees.
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Oracle iRecruitment now provides organizations with the flexibility to decide if candidates hired through iRecruitment should have their pay administered using Salary Administration or not. By configuring a system defined profile option, organizations can choose to either make both the Salary Basis and Proposed Salary fields as non-mandatory or to make the Salary Basis and Proposed Salary fields as mandatory. They can also enable the Salary Basis and Proposed Salary fields based on job, position, grade or organization attributes. 3.33.5.5. Dated Updates for Application Statuses Currently, application status updates done in iRecruitment take the system date as effective date. But, recruiters and managers cannot always make these changes on the date the event actually happens. With this release, iRecruitment provides a new feature to Recruiters and Hiring Managers to specify the effective date for each application status update. So with this change, managers can accurately disposition the records in iRecruitment. 3.33.5.6. Offer related changes for Employee Applicants When a manager creates an offer for an employee applicant in iRecruitment, the Compensation page now displays the details of the ICD plans that the employee is currently enrolled in. These details help the recruiting manager to make an informed decision on compensation given as part of the offer. The Review page also provides a comparison between the current employee assignment and the proposed offer assignment.
3.33.6.
3.33.6.2. Initiate Self Service HR Applicant Hire Process from Offers To hire iRecruitment applicants, hiring managers and recruiters can now initiate the hiring process directly from the iRecruitment application. This enables hiring managers and recruiters to initiate the applicant hire process from the offer details page instead of navigating to Oracle HRMS or Oracle SSHR to hire iRecruitment applicants.
3.33.6.3. Dynamically populate the Vacancy and Application Status LOVs in iRecruitment Enterprises can now configure the list of valid Vacancy, Application Status, and Application Status Change Reasons using user tables. It is now possible to dynamically populate the vacancy status LOV based on the current status of the vacancy. For example, using user tables the system can be configured to populate the vacancy statuses
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LOV with Closed, Hold or Under Review statuses, when the current status of the vacancy is Approved . The steps involved in configuring the user tables to dynamically populate the Vacancy status LOV include: Creating a user table, for example: IRC_VACANCY_STATUS_UT Creating two columns, for example: IRC _CURR_STATUS_COLUMN and IRC _NEXT_STATUS_COLUMN Creating the required statuses in the VACANCY_STATUS lookup Creating the mapping between the current status and possible status.
Enterprises can employ similar approach for dynamically populating the LOVs for Vacancy Statuses, Application Statuses and Application status change reasons.
3.33.7.
3.33.8.
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3.33.8.3. View All Scheduled Interviews From this release onwards, iRecruitment users like hiring manager or recruiting team member can view the interview schedules for all the vacancies they are involved in, irrespective of the responsibility they have chosen to log in. The Interviews region in the Manager or Recruiter home page, displays interviews for all vacancies that managers or recruiters are involved in, as hiring managers or recruiters or members of the recruiting team. This feature is forward-ported to R12.2.2.
3.33.8.4. Upload Offer Letters When Creating or Updating Offers Oracle iRecruitment now enables a manager or recruiter to upload a manually created offer letter when creating or updating an offer. Prior to this release, manual upload of offer letter was possible only after the offer was approved and from the Offers Workbench functionality. With this change, managers or recruiters can create offer letters manually, click the Upload button on the View Offer Letter page when they create or update offers and upload the offer letter. However, if an offer that has a manually uploaded offer letter is saved for a later date, then the manager must upload the offer letter again when the offer transaction is processed from the Save for Later table. This feature is forward-ported to R12.2.2. 3.33.8.5. View Complete Interview Location Address Details With this release, the interview notifications that applicants and interviewers receive in iRecruitment display the complete location address details. This feature is forward-ported to R12.2.2. 3.33.8.6. Control the Ability of Managers to Apply for Vacancies Created by Subordinate Employees in Their Supervisor Hierarchy Enterprises can control the ability of managers to apply for vacancies created by employees in their supervisor hierarchy using the new IRC: Allow job application in subordinate hierarchy profile option. This feature is forward-ported to R12.2.2. 3.33.8.7. Auto Complete Disabled for Certain Fields in iRecruitment Prior to this release, the entries made in the web browser when using iRecruitment were retained and the previously made entries were visible. In this release, to protect user information and enforce security, the auto complete feature is disabled in some of the iRecruitment pages and fields. This feature is forward-ported to R12.2.2.
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3.33.8.8. Enter Key Mapped with Go Button for Specific Fields in iRecruitment To improve user interaction, the Enter key is mapped to Go button for specific fields in a few iRecruitment pages. Users can press Enter key instead of clicking the Go button. When the user presses the Enter key from specific text fields, submit or search happens automatically without user intervention. This feature is forward-ported to R12.2.2. 3.33.8.9. Avoid Issues When Using DMZ Instance for iRecruitment In a DMZ enabled instance for iRecruitment, accessing iRecruitment Style Sheets and DTD from OA_HTML directory may cause issues during candidate registration, resume parsing, background check, and job postings to third-party recruiting sites. If you are using a DMZ enabled instance for iRecruitment, then you can set the IRC: Avoid accessing stylesheets during URL formation profile option to avoid such issues. This profile allows reading the style sheet content directly from the file system instead of reading it through a URL formed using the Application Framework Agent, thereby preventing any connection issues. This feature is forward-ported to R12.2.2.
3.33.9.
Release 12.2
3.33.9.1. Multi Location Vacancy Oracle iRecruitment now enables enterprises to create a vacancy with multiple locations, instead of creating multiple vacancies for each location. The multi location vacancy feature enables hiring managers and recruiters to: Create a vacancy in multiple countries and locations Create a vacancy with multiple locations in one country Generate and extend offers in the desired country, after processing the job applications.
The multi location vacancy feature enables candidates to: Search for jobs based on any of the locations identified for the vacancy Choose their location preference while submitting job applications.
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Oracle iRecruitment is now integrated with Oracle Endeca Server, a Hybrid Search and Analytics Database to provide site visitors and registered users a fast and intuitive search interface to search and filter available job information. Site visitors or registered users can use the Oracle Endeca search feature in the iRecruitment Home page to search for jobs using Links, Advanced Search, and Keywords Search. Oracle iRecruitment Extensions for Oracle Endeca Job Search integration enhances the user experience of job search as it makes use of the in-memory data of the Endeca server. Site visitors and registered users can:
Use the Oracle Endeca search region in the Job: Available Jobs to filter and search for jobs based on various attributes. Refine job searches quickly through guided navigation or filters. They can filter down to a specific job very quickly. View the search results in Job List tab. Select listed jobs and compare jobs for further analysis. Print job details.
The Oracle Endeca search region in iRecruitment can be enabled by setting the IRC: Enable Endeca Search Integration profile option to Yes. If this profile is set to No, then iRecruitment displays the existing OAF based search user interface.
This feature is forward-ported to R12.2.2.
get their desired look and feel of the payslip and XML Publisher engine will produce a PDF document as output.
3.35.1.3. Rehire before FPD
This feature allows Internal Payroll customers to rehire the employees before the final process date. 3.35.1.4. Direct Deposit The Direct Deposit Process enables the Customer to Process the Payment Method of the type Magnetic Payments. It generates an XML file with the Employer details, Employee details and Payment information. The XML Publisher engine can then combine this XML file with an rtf template to generate eText file. Customers can merge the XML file with the template of respective bank to generate the Magnetic file. 3.35.1.5. Support for Enhanced Retro Pay This feature enables Enhanced retroactive calculation mechanism for International Payroll Product.
3.35.1.6. Payroll Exception Report
Payroll Exception Reports is used to identify variations in payroll balances early in the payroll cycle. It also provides a UI to create a report to view any balance and dimension without writing any code. 3.35.1.7. View Balance SS Page This is a self service based page which gives users ability to view the Employee balances in a date mode. The page provides various options for viewing the balances like Assignment/person level balance view, different dimensions like ptd,mtd,ytd etc to view the details.
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3.36.1.2. Set Up Clearing Accounts for Multiple Payrolls Labor Distribution administrators can now set up clearing accounts for multiple payrolls in Oracle Labor Distribution. This feature is useful if, for example, your organization has business units or operating companies with a need to maintain separate transactions. You can now set up those clearing accounts at the payroll level in Oracle Labor Distribution to accurately identify the transactions of each payroll. With this enhancement, each payroll can have a dedicated clearing account for use with Oracle Labor Distribution thus enabling you to reconcile the clearing accounts with ease. 3.36.1.3. Process Payroll Reversals, Balance Adjustments, and Retroactive Payments More Easily Oracle Labor Distribution imports reversals, balance adjustments, and retroactive payments when you import a regular payroll run. As a Labor Distribution administrator, you only need to run the PSP: Import Payroll Transactions once to import a regular payroll along with other payroll actions for reversals, balance adjustments and retroactive payments that you costed in Oracle Payroll. In addition, you only need to run the PSP: Create Distribution Lines process and PSP: Summarize and Transfer Payroll Distribution process once to distribute and transfer all the imported transactions. 3.36.1.4. Specify Accounting Dates When Transferring Distribution Lines to Oracle General Ledger, Oracle Projects, and Oracle Grants Accounting As an implementer, you now have the flexibility to specify the accounting date that Oracle Labor Distribution must use when transferring distribution lines into Oracle General Ledger. 3.36.1.5. Use Parameter Sets to Run Scheduling and Distribution Reports More Easily To simplify the process of generating reports, Oracle Labor Distribution now enables you to use parameter sets in all the scheduling and distribution reports. For example, if you frequently run the Distribution History by Organization report where you need to select one or more organizations, then you can create a parameter set to store the organizations. You can use the parameter set in the process to quickly run the report.
3.36.2.
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3.36.2.3. Control the Behavior of the Import Process With this release, you can use the Ignore Date Earned in element entries configuration option to control the behavior of the Import Process to Labor Distribution. To enable distribution to happen based on pay period start and end dates, you can set the configuration option to Yes. To enable distributions based on element entry date earned values, you can set the configuration option to No.
3.36.3.
Release 12.1.1
3.36.3.1. Integration with Award Distribution Functionality in Grants Accounting This is an enhancement to integrate Labor Distribution with Award Distribution / Funding Pattern functionality. The Award Distribution functionality in Oracle Grants Accounting enables users to define funding pattern for a project and task combination. The funding pattern saves data entry time since users do not have to select an award when defining a labor schedule. It also results in less data maintenance since the award distribution setup is maintained in one central location.
3.36.4.
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3.37.2.
3.37.3.
Release 12.1.1
3.37.3.1. Learners Can View Catalog Attachments Administrators can now present more information to the learner or instructor about the courses, offerings and classes using attachments. Administrators can provide detailed course descriptions; instructor presentations; hotel descriptions; pre course material; and instructor notes as attachments. On the course, offering and class level, administrators can attach files, provide URLs and enter text as attachments to courses, offerings and classes. These attachments are visible to the learners or instructors before and after enrollment in a class in the Additional information section. When adding an attachment, administrators can define who can view the attachments using the following categories: Comments Learner Instructor
Learners can view the attachments at the level where they are attached (course, offering, or class). Instructors can view the attachments for the classes for which they are instructors. 3.37.3.2. Free Text Question Type Free text question is a new question type that allows learners to provide elaborate responses rather than a simple yes or no. There are two major areas where this new question type can be used: Assess learners knowledge of a complex topic by evaluating the free text responses. The answer will be evaluated by the instructor. In surveys and course evaluation to gather feedback on questions such as, "Other comments", "What would you like to see in this course in the future" and "What was your general impression of the course.
This new question type does not have a finite number of correct answers, which means it cannot be scored by the system. The idea is that instructors or administrators can ask more general questions and learners can give elaborate responses. Instructors can decide whether the answers should influence the result of the test.
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3.37.3.3. Mandatory Enrollment The mandatory enrollment feature enables enterprises to ensure that workers enroll in mandatory training. Administrators can make a class mandatory to a specific learner, learner group, organization, job, position or a combination of these. Not only will learners who qualify today be automatically enrolled, also learners who will qualify at a later time will be automatically enrolled. Mandatory enrollment can be used for both self-paced and scheduled training and especially for e learning. This feature enables enterprises to provide everyone in the organization access to an e-learning course or "e-information". To make learner enrollment in a class mandatory, administrators must select the new Mandatory Enrollment check box on the Add Learner Access page. Learners cannot unenroll themselves from a mandatory enrollment. An enrollment process (concurrent program) will run automatically at specified intervals checking all mandatory enrollments to verify if new learners should be automatically enrolled. The enrollment process will not enroll learners before the enrollment start date and end enrollment at the enrollment end date if this date is provided. Otherwise enrollment will stop after the end date of the class if this date is provided. 3.37.3.4. Course Evaluation For many enterprises, course evaluation is a central part of their training strategy. The new course evaluation functionality enables enterprises to easily incorporate course evaluation in all of their classes. Enterprises can evaluate self-paced and classroom based courses online to gather feedback from learners on different training courses. The existing test functionality is used to create a standard solution for including training evaluation in all types of classes (both self-paced and scheduled). Learners view the evaluation and complete it directly in the browser and not through the OLM player. The evaluation can consist of two sections: one section for the course and another for the class belonging to the course, to collect feedback from the course (content, relevance, level etc.) and from the class (instructor, venue, lunch etc.) separately. Sections can be mandatory or voluntary. If either the course level or the class level section is mandatory the entire evaluation will be mandatory. Evaluation sections are normal test sections defined as today in the Content tab of the administrator interface. 3.37.3.5. Reports for Certification, Forums & Chats Oracle Learning Management provides new BI Publisher reports for the following areas: Certification Forum Chat
These reports are master reports for each area. Using BI Publisher, users can add filters and change the format to configure the reports to suit their business needs. For the certification report the input parameters are: certification name; subscription status; learner name; date (to, from) and expiry date (to, from). The output columns are: learner name; certification name; subscription status; sate and expiry date. For the forum report the input parameters are: forum name; author; string in message and posted date to, from). The output columns are: forum name; topic name; author; 1. line of original in message; 1. line of message and posted date.
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3.37.3.6. Learner Groups Learner groups are used to define learner access to categories, courses, offerings and classes. Learner groups can consist of learners, organizations, jobs, positions and other learner groups. The administrator can use learner groups to define learner access in addition to assignment and learner. As soon as a new learner group has been added to the learner access the learners included in the learner group can search and enroll in the course, offering or class. The new learners in the learner group will be automatically enrolled in the class if the class enrollment is mandatory. You can also use learner groups to bulk enroll learners in classes. 3.37.3.7. Learner Basic Search Enhancements The current search functionality only searches in the title and not in the keywords or description of a course. This new search feature will search for other Metadata available in the catalog objects. Secure Enterprise Search (SES) provides this search functionality in Oracle Learning Management. The search object course is available in the drop-down list in the OA home page. If the learner selects course and enters any search keyword, the following will be searched for: Course name Course code Course description Course objectives Course keywords.
From the search results, learners can navigate to the course details page and enroll, unenroll or play the content. Once the learner has enrolled, un-enrolled, or played the content, the system returns to the learner home page.
3.37.4.
Release 12.1.2
3.37.4.1. Electronic Signature OLM now supports the eSignature functionality to enable organizations to use OLM in a FDA 21 CFR Part 11 compliant workflow. With this new functionality, learners can provide their electronic signature after they complete a course in OLM to acknowledge they have taken the training and understood the content. Similarly, administrators and instructors can provide their electronic signature if they change the description of the course or change a learners status. Together, this will provide a complete overview of users who have taken training and the content of that training. Each electronic signature and its correspondent e-record can be retrieved and viewed as proof of training taken in case of inspection by the FDA or other authorities. 3.37.4.2. Administrator Access Control Using the existing Role Based Access Control it is possible to control which functions an administrator can use on the catalog and content data.
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With the new Administrator Access Control functionality, it is possible to control which data an administrator can work on. Large organizations often have several administrators working on the same OLM instance. These organizations can now let each administrator work on the catalog and content management for his own area without interfering with the other administrators work. Administrator Access Control is set at the catalog category level or on the content folder level. Only administrators belonging to a specific administrator group can access the catalog objects belonging to this category or the content objects belonging to the content folder. 3.37.4.3. Enhanced Learning Path Functionality With the new Enhanced Learning Path Functionality, administrators can now automatically enroll learners in classes when they are subscribed to a learning path. Learners will automatically be unenrolled when they unsubscribe from a learning path. This new functionality is aimed at induction programs and the like, where many learners are expected to go through the same training program with a number of classes to attend. With the automatic enrollments in classes for a learning path the individual learners are ready to start their training as soon as they log in to OLM, instead of first having to search for, and enroll in, classes for each course in the learning path. 3.37.4.4. Automatic calculation of End Date for Learner Competency OLM provides a new profile option OTA: Allow Competency Update with Renewal Period. This profile option makes it possible to automatically set the start and end date of a newly acquired competency by using the two fields Renewal Period and Units in Oracle HRMS. OLM uses the renewal information (renewal period and renewal period unit) to calculate the end date of the learners competencies. This feature saves administrators time as they dont have to end-date competencies manually. 3.37.4.5. New functionality for reducing the number of clicks in OLM Pages A number of smaller changes are made in OLM to reduce the number of clicks learners and administrators have to do to navigate through the central OLM workflows. Added a Direct Enrollment icon to the search result tables (for learners and managers) With this new icon learners do not have to go through the process of choosing a course, offering, and a class each time they want to enroll in a class. If there is only one class for a course the learner can directly enroll in that class after searching for it. If there are several classes but only one offering, the learner can go directly to the classes and enroll in one of these classes. On the Course page, if the course has prerequisites, learners can now click a link to view course details of the prerequisite course. Added enrollments shortcuts and e-mail icons to the class list page (for administrators) Adding four new columns to the table on the Classes page, makes it easier for the administrator to work with classes and enrollments from this page. First column shows the number of available seats in the class, so the administrator does not have to open the class page to see this. Second column contains a Mail icon, whereby administrators can send a mail to all learners enrolled in a class. Third column contains a Bulk Enroll icon that administrators can use to directly navigate to the Bulk Enroll page without having to navigate through several pages.
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Last column contains a Single Enroll icon that brings administrators directly to the Single Enroll page in one easy click. Eliminated the second search for class in the Enrollment and Subscription workflow (for administrators) - On the Enrollment and Subscriptions sub tab when administrators click Add Enrollments the search result from the first page is carried over to the next page so that administrators dont need to perform the same search twice.
3.37.5.
Release 12.1.3
3.37.5.1. Popup Window on the Administrator Enrollments Page A new pop up window appears on the Enrollments page when an administrator moves the mouse over one of the learners enrolled in a class. The pop window serves as a quick interface to view and edit data about the learner and enrollment. Following information is available on the pop up window: Picture of the learner Learner name Enrollment number Enrollment status Reason for change Successful attendance Attendance result
In the pop up window, the administrator can change all information except picture, learner name and enrollment number. 3.37.5.2. Popup Window on the Administrator Catalog Page A new pop up window appears on the Catalog page when an administrator moves the mouse over one of the courses listed on the page. The pop up window helps administrators to view: General information about the course Aggregate information about all classes for the course Information about individual classes for the course
The general information about the course shows: course name, an icon if e-signature is enabled for the course, and an icon if an evaluation is attached to the course. The aggregate information for each type of class shows: number of courses, number of learners enrolled, number of learners who finished the class, and number of free seats (only for synchronous classes). The individual information for each class shows: class name and type, start date, number of learners enrolled, and number of learners who finished the class, maximum and minimum number of learners in the class, and number of waitlisted learners.
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3.37.6.
3.37.6.2. Enhanced certification functionality Changes have been made to the certification functionality in order to make it easier and more intuitive for the learner. The learner can now start on-line classes belonging to a certification from both the enrollments section on the learner home page and from the learning certification page. A new column Item in is added to the enrollments section on the learner home page. This new column contains an icon if the class is part of a certification or learning path. On the learning certification page the column Find Offerings has been renamed Enroll in class and now work in the same way as the search result page: The learner is taken directly to the enrollments page or list of classes if there is only one offering for the course.
3.37.7.
3.37.8.
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When this new functionality is used, a group of Learners - defined by the Learner Access - are subscribed to the Certification. When the accompanying concurrent program is run thereafter (e.g. once a day) all new Learners who have become part of the group since the last time the concurrent program was run, are now automatically subscribed to the Certification.
This way it is easy to secure that e.g. all members of a specific organization are always subscribed to a certification no matter when they join the organization without any interaction from the Administrator.
This feature is forward-ported to R12.2.2.
3.37.8.2. Integration to Oracle Webcenter content Oracle Webcenter content (OWcc) is Oracles best-in-class Content Management System. The functionality of OWcc is now integrated with OLM. With this integration, OLM offers a full featured, best-in-class Learning Content Management System where all types of content used by OLM can be managed and stored. From OLM it is now possible to Configure OLM content server on OWcc Import SCORM (1.2 and 2004) and AICC compliant content directly to the OLM content server Associate a file on OWcc with a Content Object in OLM Upload a file to the OLM content server With the OWcc integration the following functionality is now available on an OLM content server Version control Security Indexing and search Metadata Workflow engine Replication FDA 21 CFR Part 11 compliance on the content server side (as well as existing compliance on the LMS side) The use of OWcc in OLM is not covered by the OLM license, but requires a separate OWcc license. This feature is forward-ported to R12.2.2. 3.37.8.3. Automatic Update Competence When Manually Setting Certification Status It is now possible for the Administrator to specify that a Learners competence profile is updated with the Certification specific competences when he manually sets the Learners Certification subscription status to Certified.
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This brings the manual update of a Learners subscription status in line with the automatic update (done when the Learner finishes all Classes in a Certification) so both automatically update the Learners competence profile with the Certification specific competences. This feature is forward-ported to R12.2.2. 3.37.8.4. Course Pictures Today users are accustomed to see pictures together with the description, when they look at a group of items on a webpage (e.g. e-stores). This functionality is now also available in OLM. The administrator can now associate a picture with each course in OLM. This picture will be visible for the learner when browsing, enrolling or otherwise dealing with the courses and classes on the learner pages. This will help the learner quickly identify courses and classes and it makes the learner pages more inviting. This feature is forward-ported to R12.2.2.
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3.39.2.
Release 12.1.2
3.39.2.1. Purge Process for Pay events table Currently, retro related processes and reports utilize pay process events table to track changes using the events logged in. All event-based changes for Retro-Pay, Pro-ration, Continuous Calculations are logged in this table thus creating a high volume of data, which becomes redundant after a period of time. This voluminous data increases the maintenance cost in future on processes like Retro-Notification report impacting performance. Oracle Payroll now provides a new concurrent program called Purge Process Events that enables users to purge data from the pay process events table and archiving data. The Purge Process Events process thereby enhances the performance of processes accessing the pay process events table. This helps in efficient payroll Process management reducing the overall payroll processing time.
3.39.3.
3.39.3.2. Self Service Batch Element Entry From this release, payroll administrators will have the ability to enter element entries for multiple people at a time in a self-service interface. This submission can be routed through approvals. Administrators can enter element entry values for elements that are in the element set associated to them and for employees for whom they have access through their security profile.
Oracle Payroll
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3.39.4.
3.39.5.
Release 12.2
3.39.5.1. Enhanced Retro Pay set as Default Enhanced Retropay is the only option available in 12.2. Retro by element, Aggregate & Run will no longer be supported.
3.40.2.
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3.40.2.2. Create Appraisals for New Joinees And Transfers-In Whose Employment Start Date Is Later Than the Appraisal Task Start Date For new hires and employees who have transferred-in to your organization and are part of the performance-management plan population, even if their employment start date is later than the appraisal task start date, you can now create appraisals. When you run the Mass Appraisal Creation program to republish the performance management plan, the process creates appraisals for new joinees and transfers-in. 3.40.2.3. View the Status of Scorecards and Appraisals of Workers Who are no Longer Part of Published Plan Population HR professionals and managers can now view the status of scorecards and appraisals of workers who are no longer part of the published plan population, for example, because of termination or transfer to another plan. When you republish the performance management plan, the application does not delete the appraisals and scorecards of terminated or transferred workers. The application changes the status of these appraisals and scorecards to 'Transferred from Plan'. This status is displayed for all scorecards and appraisals of workers, irrespective of whether they are terminated or transferred from the published plans. Managers or HR professionals can view the scorecards and appraisals with Transferred from Plan status on the Monitor Plan page using the HR Professional or HRMS Manager responsibilities. They cannot view the scorecards or appraisals with Transferred from Plan status using Employee or Manager Self-Service responsibilities. Note that the application changes the status only when you run the Publish Performance Management Plan program. 3.40.2.4. Provide Complete % Value Either More than or Less than 100 for Objectives When a manager or worker enters a percentage-complete value to record the objective progress, the Complete % value need not be 100 on the achievement date. The value can be greater than 100 or less than 100 to indicate a measure of achievement. For example, a manager can enter 40% to indicate achievement below expectations or 120% to indicate achievement above expected performance. 3.40.2.5. Update Description Details of Objectives Created by Employees Oracle Performance Management provides a new HR: Allow Updates To Objective Details Added By Appraisee profile option that HR Professionals can set up to determine whether managers can update the objectives and objectives' details added by employees. This enhancement provides enterprises the flexibility to determine whether managers can update the objectives and objectives' details added by employees according to their business requirements. 3.40.2.6. Add Jobs and Job Competency Requirements During An Appraisal Period Enterprises can create jobs and job competency requirements the workforce must have to deliver business success. Oracle Performance Management now allows you to add new jobs and the competency requirements of the new jobs to an appraisal during the appraisal period. If you create new jobs after the appraisal period start date, and add job competencies to these jobs, then the new job competencies will get added to the appraisals on clicking the Add Job Competencies button on the appraisal. Through this enhancement, enterprises have the flexibility to add jobs created in the middle of an appraisal period.
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If you change job competency requirements during an appraisal period, the application uses the competency requirements as of the system date. If you change the job competence requirements, then appraisees on the same job may use different target levels when creating appraisals on different dates within the appraisal period. For employees on the same career level, the target level for the same job competency will vary depending on when the employee creates the appraisal. If one employee creates the appraisal before the new target level is effective, then that employee has a different target level from that of another employee, who creates the appraisal after the new target level is set. Hence employees on the same job will be evaluated using different competency requirements for the same job. For example, for the Communication competency for the Manager job, the target level is set to 3 as on 01-Jan-2008. During the appraisal period (01-Jan-2008 to 31Dec-2008), the target level of the Communication competency for the Manager job is changed to 4 on 01-Apr-2008. When an employee on the Manager job creates an appraisal on 10-Jan-2008, the target level for the competency is displayed as 3. When another employee on the same Manager job creates an appraisal on 20-Apr-2008, the target level for the competency is displayed as 4. Thus, the competency requirements will differ for employees on the same job within an appraisal period, if the job competency requirements are changed. Note: Enterprises must ensure that job competency requirements for existing jobs are not updated, once an appraisal commences. This is because if you change the job competence requirements, then appraisees on the same job may use different target levels when creating appraisals on different dates within the appraisal period.
3.40.3.
Release 12.1.1
3.40.3.1. Mass Cascading of Objectives Cascading objectives is a method by which objectives may be aligned across the organization. This is critical for ensuring that all employees support the organizational objectives. Cascaded objectives can be identical to the original objective or contributing to the original objective. The mass cascading feature provides managers flexibility to cascade a single objective to multiple employees or multiple objectives to multiple employees. The feature helps managers to create duplicate objectives and new supporting objectives for a higher-level objective, for multiple employees in their hierarchy. Additionally, mass cascading improves user experience by reducing the cycle time involved in cascading objectives. 3.40.3.2. Line of Sight of Objectives Line of Sight is a graphical representation of the alignment of objectives in an organization. This feature displays objectives that are aligned or linked to each other in the objectives hierarchy. Line of Sight helps employees to understand how their objectives have been cascaded down through the organization and the association between objectives. The feature provides management with online visibility of objectives alignment in the organization. 3.40.3.3. Display Workforce Appraisals Function Performance Management Appraisals in the
You can now view all appraisals, created using the Workforce Performance Management or standalone appraisals function, in the Appraisals In Progress table of the standalone appraisals function. This feature enables users to access their appraisals from a single location.
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Talent
Management
Replaced
with
Performance
From June 18th, 2007, Oracle Performance Management is licensed as a separate product. With this change, all references to Talent Management will be replaced with Performance Management. 3.40.3.5. Support Decimal Values for Fields Using Quantitative Measurement Style While Creating Objectives Accurate and precise targets drive most businesses. This enhancement supports decimal values for the following components of the quantitative measurement style while creating objectives: Target value Number Percentage Currency
3.40.3.6. Display Competency and Objectives Scores on Workflow Notification Page This enhancement displays the following on the workflow notification page: Line scores for individual competencies New proficiency level for the competencies Line scores for individual objectives Total score for all competencies Overall comments for the competencies
3.40.3.7. Changes to Reject Option in Notifications With this enhancement, the Reject option in notifications will not delete the appraisal, but only change the appraisal status to Saved. The main appraiser can update the appraisal and re-submit it for approval. 3.40.3.8. Enhance Capability of HR Administrator Function The Performance Management Administrator feature provides robust administration capabilities for Performance Management Plans. Using this enhancement, administrators can: Enroll new joinees into published performance management plans Remove scorecards of transferred or terminated workers from published performance management plans Reopen scorecards of workers to add additional objectives under certain specific conditions Refresh scorecards to re-evaluate the objectives eligibility and include any additional objectives into the workers scorecard. Reopen appraisals of workers Monitor performance management plans and Rollback performance management plans
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When Performance Management Plan Administrators perform any administrative actions on worker scorecards or appraisals, notifications are automatically sent to the workers and managers accordingly. To improve the performance management administrator's capability to follow up for transactions pending from workers and managers, administrators can now send mass notifications to a sub-set of the performance management plan population. 3.40.3.9. Process for Managing Completed Performance Management Plans Performance Management home page for employees and managers has been enhanced to show only active performance management plans. The HR Administrator can access all the performance management plans. This enhancement provides a new status to identify active and inactive plans. The Plan Administrator can modify the plan definition and change the plan status to active or inactive.
3.40.4.
Release 12.1.2
In this release of Oracle Performance Management, focus is on enhancing user experience through usability improving features such as look-ahead search list of values, editable pop-ups and in-line attachments. Other noteworthy features include the ability to add notes about performance appraisals, and publish plans for a select group of workers within the identified plan population. 3.40.4.1. Use Eligibility Criteria to Define Plan Population Performance Management Plan Administrators can identify the plan population using eligibility profiles and roll out performance management plans to members meeting the eligibility profile criteria. This feature helps plan administrators to roll out plans for a set of workers within the identified plan population, for example, workers on specific grades, jobs or positions etc. Plan administrators can also attach different appraisal templates to different groups of the identified plan population, for example, workers on Grade M can have appraisal template Manager Appraisal that includes Questionnaire Questionnaire for Managers, while workers on Grade 'E' can have appraisal template 'Executive Appraisal' that includes Questionnaire ' Questionnaire for Executives'. 3.40.4.2. Use Performance Journal Using the Journal feature provided in both standard as well as Performance Management Plan appraisals, managers and workers can maintain a journal on their performance achievements, training needs etc. Managers and workers can reference their journals while updating appraisals. Journals are private to the creator i.e. manager or worker.
3.40.5.
Release 12.1.3
This release of Oracle Performance Management delivers process and usability improvements with features such as ability to complete appraisals of terminated workers and editable pop-ups. 3.40.5.1. Manage Appraisals of Terminated Workers HR professionals and line managers can complete appraisals of terminated workers that are in Saved, Planned, Transferred, Ongoing and Pending Approval status.Managers can update all appraisal details while HR professionals can update the Overall Ratings and Overall Comments. The following are other related changes to the Appraisals function:
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a) A configurable option for workers, managers, and HR professionals to update and complete appraisals when a future dated termination exists for workers. b) Managers can view completed appraisals of workers who have transferred into their business group from another business group. c) Provision of a Process Summary and Error Exception report for the Mass Appraisal concurrent program. These changes apply to both standard appraisals and appraisals that are part of the workforce performance management plans. 3.40.5.2. Editable Pop-up for Quick Updates to Objectives Managers can use the pop-up on the Update Appraisals page, to quickly update the following objective details: a) Actual Value b) Completion Percentage c) Performance Rating d) Comments
3.40.6.
Plan Administrators can also perform other performance management plan tasks like: b. Copy approved objectives from a previous scorecard to the new scorecard when a worker is transferred to a new plan. In the case of appraisals, specific information from the scorecard is copied to the new scorecard. c. Complete an appraisal that is in Pending Appraisee Feedback status when a plan is republished d. Extend the objective setting deadline for a specific worker. e. Enable managers who are ineligible for a performance management plan to access the plan tasks and set objectives for their subordinates who are eligible for the published plan. f. Change the topmost supervisor of a published plan if the topmost supervisor is terminated or transferred (in the case of Supervisor hierarchy alone).
g. Display appropriate information in the Appraisal Rating Summary Report based on the changes made in the supervisor hierarchy.
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3.40.7.
b. Define if some or all questions in the questionnaire are mandatory. c. Re-order the questions in the questionnaire. For a question with answer type list of values or drop-down list, the answer can be a value from a HR lookup or a rating scale. The HR administrator must select the lookup or rating scale that the application must display, for employees and managers to select the correct answer. Long text answer type supports a limit of up to 4000 characters.
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Enterprises can use the options provided in the Questionnaire Administration-New function to define questionnaires as per their business requirements. This feature is forward-ported to R12.2.2.
3.40.8.
Release 12.2.2
3.40.8.1. Use Star Ratings to Rate Performance and Proficiency Levels. Managers and workers can now use star ratings to rate performance and proficiency levels in competencies. The star rating component is now available for Competency Profile and Appraisals functions. In the Appraisals function the star rating component is displayed in the Competency Profile region. This function enables enterprises to display performance and proficiency rating scales as star ratings, instead of the conventional rating scale values. To use the star rating component, enterprises can set the HR: Enable Star Rating for Performance and Proficiency Levels in Competencies' profile option.
Support Quintile, Quartile, Percentile, and Comparatio Display Annual Equivalent, Annual Full Time Equivalent, and Annualization Multiple Display Part time factor, Work Hours, Employee Local Currency, Last Payroll Run Display Peer Averages and Peer History (using secure view) Display amounts in user preferred currency
This enhancement is an optional upgrade for existing customers. Customers who do not wish to upgrade can continue to use the current Self-Service Change Pay Rate functionality.
3.41.2.
Using AME, you can define the adminApprover configuration variable for a transaction type. The adminApprover variable identifies the person or user account that AME identifies as the administrator who can correct the hierarchy issue so that transactions get processed without any errors. With this release, Oracle SSHR notifies the administrative approver identified by AME indicating that an exception has occurred for transactions that use the SSHR approval process "Notification process for approvers and notifiers". The administrative approver receives notifications: When a user submits the transaction on the Review page, even after receiving the Oracle Approval Management (AME) transaction type incorrect setup error. When the approval chain is broken and workflow cannot route the transaction to the next approver. For example, the workflow routes transactions from employee A to employee B, and then from B to employee C. Once the approval process starts, C resigns from the enterprise. When employee B approves the transaction, the workflow process sends a notification alerting the administrator about the break in the approval chain. When an approver does not approve a transaction within the time period, and if a supervisor is not available for the workflow to route the transaction.
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3.41.3.
Release 12.1.1
3.41.3.1. Adjusted Service Date Length of service is an essential parameter for calculating the benefits for an employee. Managers arrive at decisions related to promotions and compensation changes based on the employees length of service. Existing functionality in Self Service calculates length of service based on the latest start date. With this enhancement, employees and managers can view the adjusted years of service, where the years of service are based on the adjusted service date. The Show/Hide Region of the assignment records in My Information in Employee Self Service and My Employee Information in Manager Self Service displays the adjusted service date. 3.41.3.2. Grade Step/Point Changes An employees salary may be attached to grades, which in turn might be attached to grade steps and corresponding grade point values. In the existing SSHR functionality, a manager can change the salary of employees reporting to them but cannot change the grade step and point using SSHR. The enhancements in this release enable managers to view and update changes to their employees grade step and point using SSHR. Additionally, employees can view their grade step and point information. 3.41.3.3. Leave Accrual Information Based on Effective Date Employees need to know their leave balance and managers need to know their subordinates leave balance information at any given point of time. Current functionality in Self Service for leave of absence shows the leave accrual information on the system date for both Employee Self Service and Manager Self Service. Managers can also view accrual balances of their employees who belong to a different business group from theirs. Release 12.1 offers more flexibility to the end user in determining the leave accrual information. The modified leave accrual feature enhances the usability of the system and the Self Service views. Employees and managers can now enter an effective date and view the entitlement balances (leave accrual) as on that effective date. 3.41.3.4. Secured Access for Workflow Administrators Using Security Profiles The Workflow Status Monitor enhancement provides specific workflow administrators for different functional areas by restricting access based on criteria specific to a particular functional area. You can now restrict the workflow administrator access based on the security profiles defined at the organization, position, or hierarchy level. Additionally, the enhancement enables role-based access control for workflow administrators to the respective business groups. 3.41.3.5. Succession Planning The Succession Planning and Management feature enables managers and HR personnel to identify, create, and manage the talent pool available in their organization. Using this feature, both managers and HR personnel can: Designate jobs and positions as critical to the enterprise Identify high risk workers
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Create succession plans for critical jobs and positions Create succession plans for workers View and modify succession plan information
3.41.4.
Release 12.1.1+
3.41.4.1. Employee Talent Profile The Talent profile feature provides a holistic view of an employee from a talent management perspective. It presents the information relevant to make talent management decisions in a single page. Additionally, you can also View nine-box placement of the employee Launch actions to update worker information Print talent profiles of workforce
3.41.5.
Release 12.1.2
The Self-Service Human Resources enhancements in this release reduce dependency on HR Professionals and empower managers. Managers can benefit from features such as ability to hire employees or terminate secondary assignments using Oracle SSHR. With this release, managers also have the capability to hire ex-employees into the organization. Saving documents attached to self-service transactions improves record keeping and retrieval. 3.41.5.1. Hire Employee Applicant into New Assignments Employees can apply for internal vacancies within the organization. Using the Internal Hire feature in self-service HR, managers can hire employees with an accepted application into additional assignments. Managers can process internal job applications and assign employees to multiple assignments. This feature also allows managers to: Search for employees who are applicants with an accepted application View the existing assignment information Hire employee into a new secondary assignment Hire employee into a new assignment and switch the new assignment to primary. The existing assignment is switched to secondary.
3.41.5.2. Rehire Ex-employees Terminated workers may need to be rehired into the same organization. Ex-employees may not be required to go through the normal application process to be rehired. Rehire feature enables managers to directly rehire ex-employees into the same organization and does not require the ex-employees to be applicants with an accepted application. This feature also allows managers to: View the terminated assignments information View the rehire recommendation and termination details Rehire ex-employee into a new primary assignment
3.41.5.3. View Oracle Self-Service Attachments in Oracle HRMS Managers and employees can attach supporting documents while performing self-service transactions. The attachments are available to the approvers of the transaction while the approval process is in progress. After the transaction is approved, the attachments are not
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available for future reference of the HR. This feature provides the flexibility to save the supporting documents attached through self-service pages and makes them available for the professional user from Oracle HRMS. 3.41.5.4. Terminate Secondary Assignments Employees can have multiple assignments at a time. This feature enables manager to terminate or end secondary assignments of employees using self-service HR. When employee is transferred to other assignments, the existing assignments may have to be terminated. This feature also provides the flexibility to perform changes to the secondary assignment data while terminating the secondary assignment. Additionally, using this feature manager can end placements of contingent workers who are on multiple placements. 3.41.5.5. Use Context Sensitive EITs This release enhances the capabilities of context sensitive EITs in self-service HR. The flexfield context can be auto-set depending on other segments. The ability to capture additional information for self-service users is further enhanced with this feature. The context in the dependent flexfield is displayed based on other flexfield segments. For example, a flexfield is defined for capturing passport information. When a country is selected in the flexfield, then additional information specific to the selected country is displayed in the additional passport details flexfield. 3.41.5.6. View Employee Information in Popup Windows Managers require quick access to employee information while performing self-service actions. A popup window displays contact information, organization, job, position, location and supervisor information of employees in a managers hierarchy. The employees photograph is also displayed in the popup. The employee information pop up is also shown to managers for employees in the managers My List (My List shows records of employees outside the hierarchy whose records the manager has access to).
3.41.6.
Release 12.1.3
The Self-Service Human Resources enhancements in this release provide increased capability for managers over employment actions. These features facilitate workers to initiate self-service transactions such as voluntary termination and reduce the workload on managers. The usability improvements facilitate faster decision-making and reduce the turnaround time for processing self-service actions. 3.41.6.1. Hire Employee Applicants and replace or merge applicant assignment with Primary Assignment Prior to this release, managers can hire employees with an accepted application into additional assignments using the Applicant Hire and Rehire feature in Oracle Self Service HR. Managers may also need to replace the primary assignment with the accepted assignment or merge the accepted assignment with primary assignment while hiring the employee applicant into an accepted assignment. With this release, Oracle Self Service HR provides further flexibility to managers while hiring employee applicants. Managers can: Hire an employee into the accepted assignment and replace the primary assignment Hire an employee into the accepted assignment and merge with the primary assignment
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3.41.6.2. Reverse Termination After a worker is terminated, during the notice period worker may decide to withdraw the resignation. In such cases, managers have to revert the termination even after the last day of employment is passed. In the existing functionality, once termination is processed, managers do not have the capability to reverse the termination from self-service. Managers have to request the HR administrator to reverse the termination using professional forms. Using Oracle SSHR managers can now reverse the termination from Manager SelfService responsibility. This enhancement provides increased capability to managers to manage employment and gives greater control over employment related actions. This feature also further reduces the dependency on the HR administrator to revert the action performed by the manager in self-service. 3.41.6.3. Voluntary Termination In the existing Self-Service HR functionality, workers cannot initiate voluntary termination requests. Managers have to initiate the process on behalf of the worker. This necessitates a manual process where employee has to inform the manager about the resignation and manager then initiates termination for the employee. With this release workers can raise requests for termination thus reducing the workload on the manager. This feature enables: Employees to initiate voluntary termination request from Employee Self-Service responsibility Contingent workers to initiate End placement from the Contingent Worker SelfService Employees or contingent workers to reassign the directs while initiating termination
This enhancement provides increased capability to workers and facilitates online process for voluntary exit. 3.41.6.4. Transaction Details in FYI Notifications When a self-service transaction is submitted for approval, the approver notification displays the current transaction data and the proposed changes to the current data. FYI notifications can be set up to be delivered to the participants in the approval process after the approver acts on the notification. In the existing functionality, FYI notifications generated after the final approval do not contain details of the approved or rejected transaction. The recipient of the FYI notification has to navigate through the application pages to view the changes that have been approved. With this release, the recipients of FYI notifications can view the details of the transaction in the notification itself. FYI notifications now display proposed changes. The feature can be enabled using a configurable option. This feature brings significant improvement to the usability of self-service HR notifications. 3.41.6.5. View Entitlement Balances in Notifications When an employee submits an absence request the approver receives a notification. The notification does not contain accrual balance information. Managers have to navigate to the Absence Management page, select the employee and view the accrual balance for the employee. With this release, managers can view the accrual balance information in the form of a pop-up in the approval notification. This feature allows managers to:
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View Accrual balances in a pop-up in approval notification Enter an effective date and search for accrual balance as of that date in the popup
This feature allows employees to: View accrual balance in a pop-up when creating, updating or submitting an absence View accrual balance in a pop-up when confirming a planned absence Enter an effective date and search for accrual balance as of that date in the popup
3.41.6.6. Restrict Absence Type LOV Prior to this release, all absence types created using Oracle HRMS are displayed to users in Self-Service HR. With this release, implementers can update a package to restrict the absence types that are displayed to users based on the business requirements. This feature ensures that employees enter only those absences for which they are eligible, and managers do not have to verify the validity of the absence type of employee requests.
3.41.7.
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Using the Employee Self Service responsibility, workers can also use the Organization Chart to view their hierarchy. Employee self-service users can only view contact and employment information in the cards.
3.41.8.
3.41.8.2. Control the Display of Effective Date, Review, and Confirmation Pages Control the Display of Effective Date, Review, and Confirmation Pages: Enterprises can determine whether the Effective Date, Review and Confirmation pages must be displayed for self-service transactions or not, in accordance with their business requirements. This configurable option is useful for top management executives who may want to enter transaction details and complete the self-service transaction without routing it for approval. This feature is forward-ported to R12.2.2. 3.41.8.3. Use Quick Termination and Change Hours Processes
Oracle Self-Service Human Resources now provides two new processes to perform change hours and termination transactions quickly.
Using the new change hours process, managers can change the work schedule and assignment category of a worker and submit the transaction without having to change the workers pay. Using the new termination process, managers can enter the termination details of a worker who is a manager and submit the transaction without having to navigate to the Change Manager page to relocate workers reporting to the terminated manager to a new manager. When enterprises use the quick termination process, they can set the HR: No Supervisor Error or Warning profile option to help users decide whether they would like to proceed with the termination transaction or not. If the terminated person is a manager, then based on the value of the profile option, Oracle SSHR either displays an error or a warning message. In the case of a warning Oracle SSHR redirects all the direct reports of the terminated manager to the immediate supervisor of the terminated manager and a message to this effect is displayed. This feature is forward-ported to R12.2.2.
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3.41.8.4. Current Effective Date Appears on Initial Page As a part of the UI enhancement the current effective date page now appears in a new region at the top of the initial page, which is displayed when any function is launched. This feature is forward-ported to R12.2.2.
Note that Succession Planning was released after the base release of 12.1.1 and must be applied on top of 12.1.1.
3.42.1.
Release 12.1.1+
3.42.1.1. Succession Plans The Succession Plans feature helps enterprises to: Identify available and qualified talent pool. Assess types of talent required to meet business goals. Search talent pool for potential successors. Create and maintain succession plans to ensure that critical roles are covered at all times.
3.42.1.2. Suitability Matching The Suitability Matching feature helps enterprises to: Use the Suitability Analyzer to compare competencies to identify suitable successors Identify training and other development activities to close the gap between a worker's competencies and those required by the enterprise.
3.42.1.3. Talent Profile Comparison Report The Talent profile feature provides the following additional capabilities for Oracle Succession Planning users View nine-box matrices in a separate flash based user interface. Talent Profile Comparison report that helps managers to compare two or more potential successors while and allows adding potential successors from the talent profile page itself.
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3.42.2.
Release 12.1.2
3.42.2.1. Update Succession Plan Extra Information Type for Workers When planning succession for workers, managers can now directly enter additional succession information about a worker, such as retention and succession potential and identify whether the worker is a key person in the enterprise using the Employee Succession Details extra information. Managers do not have use either Oracle HRMS or Oracle SSHR to provide this additional information.
3.42.2.2. Create Succession Plans for Contingent Workers Typically, the composition of the workforce in any enterprise includes full-time employees, part-time workers, and contingent workers who may occupy critical positions to complete specific projects. Oracle Succession Planning helps enterprises to plan succession for such contingent workers for business continuity.
3.42.2.3. View Talent Profile of Workers from Succession Planning Page For effective succession planning, managers require to view the talent profile of workers to take an informed decision about planning their succession. The Create Succession Plan page now includes the ability to navigate to the talent profile of a worker for whom successors are being identified.
3.42.2.4. View Succession Plans of Ex-employees Managers can now search for ex-employees, to gather information about the successors identified for these ex-employees to plan for transition. This is very useful in cases where the transition couldnt be effected before the last date of the employee and HR professionals and managers need access to the ex-employee succession plan record to implement the succession plan.
3.42.2.5. View Employee Information in Popup Windows HR Professionals and Managers can now view employee information in the popup windows of the Search for Successors page in Succession Planning function and Find Suitable People: Suitable People page in the Suitability Matching Function. The popup window displays contact information, organization, job, position, location and supervisor information of employees. The employees photograph is also displayed in the popup.
3.42.3.
Release 12.1.3
3.42.3.1. Usability Changes in Succession Planning Oracle Succession Planning now enables managers to: Identify and track succession plans using a new Succession Plan Status field. For example, managers can search for succession plans at the draft or active status. Enter the Readiness Percent for potential successors, so that it is easy to identify how ready a potential successor is to progress on to the identified role.
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3.42.4.
Release 12.1.3+
3.42.4.1. Enhanced Succession Planning The succession plan has been enhanced in order to improve the process of identifying probable successors and the ability to audit plans: New attributes such as plan owner, plan name, and other relevant plan details have been added. Users can add attachments to succession plans in order to document or support the decision making process. Attachments or notes can be added to each probable successor identified in the plan. When a succession plan is created, key stakeholders of the plan can receive a workflow approval notification.
The ability to view assignment changes for probable successors has been added to help HR Professionals and Talent Managers evaluate, review, and manage succession plans.
3.42.4.2. Succession Planning Portals for Talent Managers and HR Professionals Oracle Succession Planning provides talent managers and HR professionals with portals for quick access to succession plans and to launch relevant actions from a single page. Talent managers can view the hierarchy of workers reporting to them and can easily identify key and high potential workers within their hierarchy. They can view details of plans available for such workers and process their plans. A dashboard of plans that were recently reviewed and plans scheduled for review eliminates the need to search for this information. Overall, the portal provides Talent Managers and HR Professionals with an easy to use interface and rapid access to key information. 3.42.4.3. Succession Analytics In this release, Oracle Succession Planning delivers a range of actionable analytics that help HR Professionals and Talent Managers to administer the succession planning process effectively and efficiently. The following four analytical reports provided are: Readiness and Risk Analysis of Probable Successors: This report gives insight into the risk associated with probable successors identified for key and high potential workers. The risk may be either in terms of low readiness of the probable successors to assume higher responsibilities or inadequate number of successors identified. Turnover Analysis of Key Talent: Using this report, Talent managers and HR professionals can analyze the turnover details of probable successors identified for key and high potential workers. Succession Plan Details for High Potential Workers: To proactively plan and manage the succession planning process in their enterprise, Talent Managers and HR Professionals can use this report to track key and high potential workers with and without succession plans. Succession Plan Effectiveness: Talent Managers and HR Professionals can use this report to evaluate the effectiveness of the succession planning and management process based on the number of plans filled by potential successors identified for such plans.
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3.42.4.4. View Succession Hierarchy The succession hierarchy is a visual representation of the successors identified for workers at each level. It helps Talent Managers and HR Professionals to analyze the full impact of succession plans that are in place, particularly at the higher echelons of the enterprise. The succession hierarchy also assists in tracking succession changes, understanding any gaps in the succession hierarchy and assessing the impact of these gaps on business continuity. This holistic view helps enterprises avoid the risk of mobility at higher levels from cascading to lower levels in the organization. It also helps in replacement planning and ensures that workers are ready to fill new roles at all levels as and when the need arises. 3.42.4.5. Succession Plan Administration HR Professionals can now control the succession planning process across the enterprise. They can: View succession analytics at the enterprise level, based on their access to data, and initiate appropriate actions. Define job and position based plans and assign them to managers who can then nominate probable successors for such plans. Define business permissions such as specify if contingent workers can be identified as probable successors, whether managers can override the competency based search and add specific successors to succession plans, set the maximum number of successors that can be identified for a plan. Other permissions include the ability to display succession plans for terminated workers and set the maximum number of succession plans a worker can belong to.
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This feature also allows users to define whether or not a particular element should be included in "OTLR - Oracle Time and Labor Rules" explosion. When users mark a particular element as Exclude from Explosion, Time and Labor will allow entry of mixed time format for that element while excluding that element from timecard explosion.
3.43.2.
3.43.3.
Release 12.1.1
3.43.3.1. Blank Timecard Rows Retained while Saving Timecard Currently, when you select a Zero Hours template for creating a timecard, Oracle Time and Labor (OTL) Self Service appropriately populates the template rows onto the timecard. If you enter time information for few rows and leave the other rows untouched, the timecard rows without any time entries are deleted upon saving the timecard. This is inconvenient when you later want to enter time for the untouched rows, as the specific rows are no longer available. This enhancement enables OTL Self Service users to retain timecard row(s) without any hour values when saving the timecard. Such rows are available when you want to update the saved timecard at later point of time. By default, the current behavior is in place and you can avail this new functionality by configuring the OTL preferences. 3.43.3.2. Define Number of Timesheet Line Rows to Pre-populate Currently, you can pre-populate timecard rows using static and dynamic templates like Last Timecard or User-Defined templates without any hour values being imported onto the new timecard. With this enhancement, you will be able to save the timecard rows without any hour values when the timecard is pre-populated from timecard templates. When you submit the timecard, timecard row(s) without any hour values will be ignored. 3.43.3.3. Summarize Regular/Overtime Hours Separately Currently, the Regular/Overtime summary region is available only on the Timecard Review page. With this enhancement, you can view the time-entered details and overtime calculation results on the confirmation page along with timecard explosion. 3.43.3.4. Supervisor Report to Identify Missing Timesheets Currently, we have Missing Timecards report to identify the number of timecards and timecards of different statuses list. However, this does not report when the user has actually submitted the timecard. With this enhancement, supervisor would be able to query online the number of timecards in different statuses viz. not entered, working, error, submitted, approved and rejected along with the user names and last submitted date.
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3.43.3.5. Supervisor List of Timesheets Expected and Status Online Currently, supervisors are unable to query online the status of employees timecards under their hierarchy. The new Supervisor Timesheet dashboard enables supervisors to query the status of timecards online considering supervisor hierarchy. Additionally, the dashboard includes the graphical representation in percentage of timecard status. This enhancement provides supervisors to efficiently find timecards that are missing, submitted or approved for a specific timecard period. Supervisor can also generate Timecards Status details. 3.43.3.6. Audit Change Report - Identify Changes Made to Timesheets As employees have the privilege of changing (any changes and any number of times) the timecard data after its submission through OTL Preferences, they submit the timecard data for approval, more than once for the same period. The new Audit Change Report enables time administrators to identify these changes made to the timecards. The report tracks the changes and indicates the number of times a timecard and what data was changed after timecard save, submission and subsequent approvals. You can print and maintain them for audit purposes. 3.43.3.7. Audit Trail on Time Cards This feature provides the complete history of timecards from its timecard submission to approval stages. The report displays details such as the number of times a particular timecard is submitted, modified, or deleted, and various actions done by various employees, approvers on a particular timecard. 3.43.3.8. Display Last Person Who Updated Timesheet You can now view the person who last updated the time details on the timecard. As a timecard can undergo many changes after an employee creates it, providing this information on the timecard enables you to identify the person who last made changes to the timecard. 3.43.3.9. Changes in Core HR and OTL to Support Services Procurement Currently in OTL, a contingent worker (CWK) can report time against only one purchase order number, which is associated to the workers assignment. The CWKs assignment is defined in the Core HR, wherein supplier name, purchase order number, and purchase order line is associated. These details are retrieved in OTL, to enable the contingent worker to report time for the above-mentioned combination. With this enhancement, a contingent worker can report time for multiple purchase orders. Additionally, the contingent worker is able to report time against any valid project whether or not the project is associated to a purchase order. A new user Interface is provided wherein users can associate multiple purchase orders to a contingent worker. You can navigate to this new user interface from the Supplier tab of the Assignment page of Core HR. The existing functionality of associating purchase order, purchase order lines, and supplier remains as it is. This enhancement enables OTL Time Sheet to retrieve multiple purchase orders in the Purchase Order list of values. Now this LOV populates all associated purchase orders of the CWK worker and enables the worker to report time against multiple purchase orders.
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3.43.3.10. Multiple Alias Support in Notification Layout This enhancement includes changes to the OTL Inline Notification timecard layout to support attributes. The changes ensure that the layout attributes added to the right side of the timecard summary matrix are included in the day details page context data dictionary. Additionally, the changes add timecard attributes to the right of the timecard hours entry summary table in the inline notification layout. 3.43.3.11. OTL User Interface Enhancements Release 12.1 enhances OTL with the following changes to the self-service pages: New Recent Timecard, wherein existing Recent Timecards and Timecard Search screen are merged together as one. Additionally provide an ability to delete multiple timecards in a single action New Projects/ Projects Payroll layouts with Project number and name concatenated together. The same has been done for task details Ability to set Default Timecard Period for an user Ability to set Default Approval Action for a Supervisor/Approver Ability to set Future Time Period Limit for an user New status column to display transfer status of a timecard to recipient applications
The new changes on various predefined timecard layouts improve the productivity of OTL self-service users. 3.43.3.12. Disabled Text Field Enhancement Currently, you can design the timecard layout by configuring the Timecard Entry Layout ldt file to add text fields onto timecard layout, with the default nature of these added fields as editable. This enhancement enables you to define whether a field on timecard layout should be editable or not. The setup that you define for these text fields in the Timecard Entry Layout ldt file determines whether the fields are either enabled or disabled on the selfservice Timecard Entry Layout page. 3.43.3.13. Enhancement to Preference Eligibility Criteria (Responsibility-based Preference)
OTLs current preference eligibility criteria for a selected responsibility assign preferences to the user when theyve selected the responsibility, while logged in to the system, and only for preferences that are required for the session. For example, preferences that set the timecard layout or the number of blank rows on the timecard may be set and used for the session. However, preference values required for processes executed after the timecard submission, for example preferences required to assign values for Retrieval Rules, Application Set or Approval Style, use preference eligibility criteria that can be determined when the user has not selected the responsibility. The preferences used for post timecard submission processes use the preference eligibility based on HR assignment attributes, assigned to a specific, named person, or assigned to all people. This enhancement provides a way to assign both temporary (session), and post submission preferences based on an OTL responsibility, and be persistent after the submission process. This allows for added flexibility in assigning preferences and enabling OTL functionality.
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3.43.4.
Release 12.1.2
3.43.4.1. OTL Time Card integration with HR Absences With the integration of Oracle HR and Oracle SSHR Absence modules with Oracle Time and Labor, absences created in Oracle HR and Oracle SSHR gets automatically populated in the Oracle Time and Labor timecard. Absence entries that are created or edited in the time card along with other time entries can be viewed in Oracle HR Absence module. This enhancement introduces checks and validations in the time card and absence modules to ensure that data consistency is maintained.
3.43.5.
Release 12.1.3
3.43.5.1. Time Card Retrieval Dashboard With this release, time administrators will have exhaustive and real-time insight on the timecard retrieval process for Oracle payroll and Oracle projects applications using the new Time Card Retrieval Dashboard. This dashboard assists time administrators in effectively monitoring the retrieval process progress, viewing pre and post retrieval information, and helps in taking prompt corrective actions for any errors. This feature also assists time administrators to visualize and analyze timecard retrieval information based on criteria such as HR Supervisor, Project Manager and time card attributes.
3.43.6.
3.43.6.2. Retrieval Dashboard changes From this release, Retrieval Dashboard is HR security enabled. The Retrieval Dashboard now retrieves employee records based on the HR security profile attached to the responsibility or user. With this release, you can use a new Retrieval Dashboard feature that provides two new predefined responsibilities Time Manager and Time Administrator. The Time Manager responsibility will not have access to the Initiate Retrieval tab.
3.43.7.
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3.43.8.
Release 12.2
3.43.8.1. New Projects Layouts for Actual Costing In this release, Oracle Projects provides a feature to process project labor transactions from actual payroll costs in addition to the existing standard costing basis. Users have the option to use actual pay rates to calculate accrued labor cost amounts or standard labor costs. To ensure the most accurate pay rate derivation, new time card attributes such as Job, Work Type and Location are captured in the time card in addition to existing fields for Project, Task and Type. New layouts are provided to capture the additional pay rate derivation attributes. To use the new layout, users need to enable a new preference "Time Store Enhanced Projects and Payroll Integration Setup". The PRC: Transaction Import program retrieves the new values when time cards are imported to Oracle Projects.
3.43.8.2. Attachments in Timecards There are many business scenarios wherein supporting documents are required to substantiate the time entry. From this release, users can add attachments to their time cards. Users can attach a file or free form text or an URL. A system profile OTL: Enable Timecard Attachments has to be set to enable timecard attachments.
3.43.8.3. Checkbox to Confirm Time Entry Accuracy With this release a new check box is provided on the Time card Review page. The Submit button gets enabled when user selects this check box. The purpose of this check box is to get an affirmative acknowledgement and confirm the accuracy of the time details entered by the user.
3.44.1.2. Use Multiple Legal Authority Descriptions When Processing AFHR Employees In response to the OPM statutory requirements, you can now select more than one description for a Legal Authority Code (LAC) when processing RPAs for AFHR employees. The application maintains a history of description changes to the LACs.
3.44.2.
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