oracle hcm r12.2 new features

ORACLE E-BUSINESS SUITE RELEASE CONTENT DOCUMENT Human Capital Management Release 12.2 (inclusive of 12.0.2 – 12.1 HRMS RUP6)

Prepared by EBS Product Management & Strategy Last Updated: August 2, 2013

Version: 1.0 Copyright © 2013 Oracle Corporation All Rights Reserved

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document ii

Table of Contents

1. Disclaimer 1

2. Introduction 2

2.1. Purpose of Document 2

3. New and Changed Features in Human Capital Management 3

3.1. Oracle Advanced Benefits 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. Oracle Approvals Management 7 3.2.1. Release 12.0 HRMS RUP7 7

3.2.1.1. View Approval History and Approvers 7 3.2.2. Release 12.1.1 8

3.2.2.1. Approval Deviations Report 8

3.3. Oracle Compensation Workbench 8 3.3.1. Release 12.0.2 (RUP2) 8

3.3.1.1. View All Compensation Detail Reports without Changing Responsibilities 8 3.3.1.2. Provide Responsibility-Based Plan Access to Administrators 8

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document iii

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 Employee’s 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. Oracle HCM Configuration Workbench 13 3.4.1. Release 12.1.1 13

3.4.1.1. Configurator for Person/Assignment Spreadsheet Loader 13

3.5. Oracle Human Resources (Core HR) 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. Oracle HRMS (Australia) 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 iv

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 ETP’s on Termination Report 18 3.6.3.3. Use the Changed ETP Payment Summary Layout 2007 18 3.6.3.4. Report Employee’s 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. Oracle HRMS (Belgium) 21 3.7.1. Release 12.0 HRMS RUP7 21

3.7.1.1. Enter NI for Employees Whose Nationality is Not Belgian or Country of Birth is Not Belgium 21

3.8. Oracle HRMS (Canada) 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. Oracle HRMS (China) 22 3.9.1. Release 12.0.3 (RUP3) 22

3.9.1.1. Specify Tax and Social Insurance Contribution Area Codes Using a Maximum of 3 Characters 22 3.9.2. Release 12.0.5 (RUP5) 22

3.9.2.1. Count the Year of Service for Calculating Severance Payments 22 3.9.2.2. Display Employee Numbers Greater Than Five Characters Using Direct Deposit 22 3.9.2.3. Represent Tax Areas and Social Insurance Contribution Area Codes Using a Maximum of Three Characters 22 3.9.2.4. Use New Tax Exempt Amount to Meet Statutory Requirements 22 3.9.2.5. Calculate the Average Monthly Working Days Using New Value 22

3.9.3. Release 12.0 HRMS RUP7 23 3.9.3.1. Make Pre-Tax Non-Statutory Deductions Prior to IIT Calculations 23

3.9.4. Release 12.1 HRMS RUP6 23 3.9.4.1. CN PHF/SI Retro Changes 23

3.10. Oracle HRMS (Denmark) 23 3.10.1. Release 12.0.3 (RUP3) 23

3.10.1.1. Record Maternity/Adoption Absences 23 3.10.1.2. Select Holiday Accrual during Maternity/Adoption Leave 24 3.10.1.3. Record and Use the Public Holiday Accrual and Payment Rates 24 3.10.1.4. Process Multiple Pension Payments for Employees Based on 2006 Legislative Changes 24 3.10.1.5. Use the Notional Pay Classification for Deduction Elements Not Payable to the Employee 24 3.10.1.6. Use the Enhanced Absence Maternity Element to Process Part Time Maternity Absences 24 3.10.1.7. Use the Modified Company Car Benefits in Kind functionality 24 3.10.1.8. Create Lunar Period Payrolls 24

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document v

3.10.1.9. Print Batch Payslips 24 3.10.1.10. Process Payments for Employees Based on 2007 Legislative Changes 24 3.10.1.11. Classify the Employees as Salaried/Hourly to Process Payrolls 25 3.10.1.12. Use the Balance Initialization Process 25 3.10.1.13. Use RetroPay Functionality to Pay Backdated Amounts to Employees 25 3.10.1.14. Override the use of Normal Periodic Deduction Value in Tax Calculation 25

3.10.2. Release 12.0.4 (RUP4) 25 3.10.2.1. Support the Payment Electronic File Format Changes 25

3.10.3. Release 12.0 HRMS RUP7 25 3.10.3.1. Use Holiday Pay Changes 25 3.10.3.2. Use Updated Danish Tax Card Upload Process 25 3.10.3.3. Comply with Statutory Changes for 2009 26

3.10.4. Release 12.1.2 26 3.10.4.1. Use Balance Reporting Architecture 26 3.10.4.2. Prevent Loss of Latest Balances 26 3.10.4.3. View Magtape Output Window 26 3.10.4.4. View Absence Statistics Report 26 3.10.4.5. View Additional Labor Cost Report 26

3.10.5. Release 12.1 HRMS RUP5 26 3.10.5.1. E- Holiday Card 26

3.11. Oracle HRMS (Finland) 27 3.11.1. Release 12.0.3 (RUP3) 27

3.11.1.1. Use the New Pension Insurance Type to Generate Pension Payments and Reports 27 3.11.1.2. Generate the Statutory Payroll Reports 27 3.11.1.3. Calculate and Report the Subsidy for Low-paid Employees 27 3.11.1.4. Process Payments for Employees Based on 2007 Legislative Changes 27 3.11.1.5. Use the Balance Initialization Process 28

3.11.2. Release 12.0 HRMS RUP7 28 3.11.2.1. Use EOY0809 Legislative Changes for Payroll Tax Year 2009 28 3.11.2.2. Use EOY0809 Legislative Changes for Payroll Tax Year 2008 28

3.12. Oracle HRMS (France) 28 3.12.1. Release 12.0 HRMS RUP7 28

3.12.1.1. Use New Training Reports 28

3.13. Oracle HRMS (Hong Kong) 29 3.13.1. Release 12.0.3 (RUP3) 29

3.13.1.1. Specify the Format for Your Statement of Earnings 29 3.13.2. Release 12.0.4 (RUP4) 29

3.13.2.1. Calculate Proportionate Earnings during Changes in a Payroll Period 29 3.13.3. Release 12.1 HRMS RUP5 29

3.13.3.1. Rehire before final process date 29

3.14. Oracle HRMS (India) 29 3.14.1. Release 12.0.3 (RUP3) 29

3.14.1.1. Statutory Change to Exempt Employees from Paying Employee ESI Contribution 29 3.14.2. Release 12.0.5 (RUP5) 29

3.14.2.1. Rehire Employees Before their Final Close Date 29 3.14.2.2. Generate and Print Provident Fund Monthly Report and e-files 30 3.14.2.3. Comply with Statutory Updates for 2007 30

3.14.3. Release 12.0 HRMS RUP7 31 3.14.3.1. Calculate Taxable Part on Fringe Benefit for Super Annuation Fund Payments 31 3.14.3.2. Use the latest PF/ESI Wage Ceiling for Disabled Employees 31 3.14.3.3. Use the Latest Professional Tax Slab Rates for Karnataka 31

3.14.4. Release 12.1.1 31 3.14.4.1. Labor Welfare Fund Deduction 31 3.14.4.2. Discoverer EUL Support for India HRMS Payroll Information 31 3.14.4.3. UI to Submit Medical and Leave Travel Claims 32 3.14.4.4. Support Tax Year from March to April 32

3.14.5. Release 12.1.2 32 3.14.5.1. India Reconciliation of EFT Payments 32

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document vi

3.14.6. Release 12.1.3 32 3.14.6.1. Capturing of LIC Policy Number in the Employee Tax Declaration 32 3.14.6.2. Voluntary Provident Fund (VPF) details in the Employee Tax Declaration 32 3.14.6.3. Enabled Payroll Exception Reporting 33

3.14.7. Release 12.1 HRMS RUP6 33 3.14.7.1. Full Support for Digital Signature in Form 16/Form 12B and Other Changes 33 3.14.7.2. Full Support for India Public Sector Payroll 33 3.14.7.3. IN Electronic Challan Cum Return (ECR)-2012 33

3.15. Oracle HRMS (Ireland) 34 3.15.1. Release 12.0.3 (RUP3) 34

3.15.1.1. Run the Tax Credit Upload Process to Validate Accurate Revenue File Checking 34 3.15.2. Release 12.0.5 (RUP5) 34

3.15.2.1. Comply with Recent Statutory Updates 34 3.15.3. Release 12.0 HRMS RUP7 34

3.15.3.1. Use the New IE Cessation Report 34 3.15.3.2. Comply With Recent Statutory Updates 35

3.15.4. Release 12.1.2 35 3.15.4.1. Use Cash Management Integration for EFT Payments 35 3.15.4.2. Report Payroll Exception 36 3.15.4.3. Use Purge Process 36 3.15.4.4. Group Action Parameters 36 3.15.4.5. Prevent Loss of Latest Balances 36 3.15.4.6. View Cost Allocations 36 3.15.4.7. View Magtape Output Window 36 3.15.4.8. National Employment Survey (NES Report) 36

3.16. Oracle HRMS (Italy) 37 3.16.1. Release 12.0 HRMS RUP7 37

3.16.1.1. Use the Renamed Family Name Field 37

3.17. Oracle HRMS (Japan) 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. Oracle HRMS (Kuwait) 39 3.18.1. Release 12.0.3 (RUP3) 39

3.18.1.1. Produce Report 166 for the PIFSS Based on Revised Rates 39 3.18.2. Release 12.0 HRMS RUP7 39

3.18.2.1. Use the Payroll Exception Report 39 3.18.3. Release 12.1.2 39

3.18.3.1. Use Cash Management Integration for EFT Payments 39 3.18.3.2. View Magtape Output Window 40 3.18.3.3. Prevent Loss of Latest Balances 40

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document vii

3.19. Oracle HRMS (Korea) 40 3.19.1. Release 12.0.3 (RUP3) 40

3.19.1.1. Meet the Statutory Updates for the YEA Tax Receipt for 2007 40 3.19.2. Release 12.0.4 (RUP4) 40

3.19.2.1. Comply with Statutory Changes for 2007 40 3.19.3. Release 12.0.5 (RUP5) 41

3.19.3.1. Comply with the Updated Layout for Year End Adjustment Ledger Report and the RTF Template 41 3.19.3.2. Display Non-Taxable Earnings in Non-Statutory and Statutory Separation Pay Tax Receipt 41 3.19.3.3. Use the Updated Exemption Rate for Investment Partnership 41 3.19.3.4. Calculate the Tax Break Amount Using the New Value 41 3.19.3.5. Identify Korean Citizens as Foreigners and be Eligible for Tax Exemptions 41 3.19.3.6. Record Donation Receipt Number for Easy Identification 41 3.19.3.7. Exclude Double Exemption for Medical Expenses 41 3.19.3.8. Comply with the YEA Reclaim Sheet Layout Changes 42 3.19.3.9. Comply with the Latest Statutory Changes for 2008 42 3.19.3.10. Use the Updated Health Insurance and National Pension Premium Rates 42 3.19.3.11. Calculate Tax Exemptions for Employees With a New Born or Adopted Child 42 3.19.3.12. Use the Updated Foreign Worker Income Exemption Rates 42 3.19.3.13. Record Both Summary and Details for Medical Expenses 42

3.19.4. Release 12.0 HRMS RUP7 43 3.19.4.1. Maintain Detailed Donation Information for Dependents 43 3.19.4.2. Comply with the Latest Detailed Medical Information Updates 43 3.19.4.3. Record Type B Tax Group Information 43 3.19.4.4. Comply with the 2008 Layout Updates for KR Year End Adjustment Tax Receipt 43 3.19.4.5. Use the Latest Layout for YEA Ledger Report 44 3.19.4.6. Comply with the YEA Reclaim Sheet Changes 44 3.19.4.7. Comply with Statutory Updates for 2008 44 3.19.4.8. Record Additional Children Exemption for Dependents 44 3.19.4.9. Display Double Exemption for Medical Expense 44 3.19.4.10. Display Detailed Donation Information in the e-File 45 3.19.4.11. Use the Updated Statutory and Non-Statutory Separation Pay E-Files 45

3.19.5. Release 12.1.3 45 3.19.5.1. Rehire before final close for Korea 45

3.19.6. Release 12.1 HRMS RUP5 45 3.19.6.1. KR XML Data Extract/Upload (extend legislation coverage) 45

3.19.7. Release 12.1 HRMS RUP6 45 3.19.7.1. KR YEA XML Data Extract 45

3.20. Oracle HRMS (Mexico) 46 3.20.1. Release 12.0.3 (RUP3) 46

3.20.1.1. Manage Social Security Information through Integrated Archiver 46 3.20.1.2. Successfully Create and Save GRE Organizations 46 3.20.1.3. Implement and Archive Change of GRE for Employees 46 3.20.1.4. Specify Names of Over 15 Characters as Timecard Approvers 46 3.20.1.5. Specify Legal Employer when Running the DIM Report 46 3.20.1.6. Run QuickPay with IDW Elements in Spanish Instances 46 3.20.1.7. View IDSE File Content More Easily 47 3.20.1.8. Access State Tax Rules DFF without Errors 47 3.20.1.9. Use the hr_mx_ex_employee_api.mx_final_process_emp API without Errors 47

3.20.2. Release 12.0.4 (RUP4) 47 3.20.2.1. North American 2007 Reporting Enhancements and Statutory Updates 47

3.20.3. Release 12.0.5 (RUP5) 47 3.20.3.1. Comply with Employer State Tax Changes 47 3.20.3.2. Comply with ISR Tax Changes 47

3.20.4. Release 12.0 HRMS RUP7 47 3.20.4.1. Use the ISR Periodic Tax Adjustments 47 3.20.4.2. Use the New BI Publisher Report "ISR Subsidy For Emp Paid" 47

3.21. Oracle HRMS (Netherlands) 48 3.21.1. Release 12.0.3 (RUP3) 48

3.21.1.1. Make the Civilian Service Number Optional (Previously the SOFI Number) 48

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document viii

3.21.1.2. Use New Dutch First Day Notification Report 48 3.21.1.3. Group Multiple Assignments by Employer 48 3.21.1.4. Use New Profile Options 48 3.21.1.5. Support Refund of ZVW Contributions to Employees 48 3.21.1.6. Include Latest Assignment Details in the Dutch ATS Reports 48 3.21.1.7. Use Enhanced Life Saving Scheme Features 48 3.21.1.8. Use Updated Reports to Support Legislative Changes 49 3.21.1.9. Use New Wage Subsidies for Payroll Processing 49 3.21.1.10. Support for Late Hire Processing in Payroll 49 3.21.1.11. Use the New Adjustment Component to Carry Forward Earnings 49 3.21.1.12. Process Tax and SI Balances using AAOP instead of IP High and IP Low Pension Schemes 49 3.21.1.13. Use the Modified Dutch Annual Tax Statement Report 50 3.21.1.14. Use New Dutch Element RetroPay Setup Report to Display Retro Setup of User Element 50 3.21.1.15. Reduce Data Volumes and Improve Performance by Producing Fewer Run Result Values 50 3.21.1.16. Configure Precision of Maximum Salary Type 50

3.21.2. Release 12.0.4 (RUP4) 51 3.21.2.1. Year End Report 51

3.21.3. Release 12.0 HRMS RUP7 51 3.21.3.1. Use Updated Wage Reports for 2009 51 3.21.3.2. Use New Tax Code 950 51 3.21.3.3. Use Labor Handicap Discount/Old Age Discount Changes 51 3.21.3.4. Use Tax table Changes for 2009 51 3.21.3.5. Use Updated Dutch Wage Report 51 3.21.3.6. Use ZVW Changes 51 3.21.3.7. Use the Updated Addressing Female Employee Field in the Person Window 51

3.21.4. Release 12.1.2 52 3.21.4.1. Use Cash Management Integration for EFT Payments 52 3.21.4.2. Use Payroll Exception Report 52 3.21.4.3. Group Action Parameter 52 3.21.4.4. View Cost Allocations 52 3.21.4.5. View Magtape Output Window 52

3.21.5. Release 12.1 HRMS RUP5 52 3.21.5.1. Labor Cost Arrangement (LCA) 52 3.21.5.2. Digital Sickness Reporting 53

3.22. Oracle HRMS (New Zealand) 53 3.22.1. Release 12.0.3 (RUP3) 53

3.22.1.1. Contribute and Report the KiwiSaver Deductions to Inland Revenue 53 3.22.2. Release 12.0 HRMS RUP7 53

3.22.2.1. Comply with Latest Statutory Updates for October 2008 53 3.22.2.2. Use Enhanced Retropay to Calculate Back-dated KiwiSaver Contributions 54 3.22.2.3. Comply with the Latest Statutory Updates from April 2009 54

3.23. Oracle HRMS (Norway) 54 3.23.1. Release 12.0.3 (RUP3) 54

3.23.1.1. Use the Documents of Record Functionality to Store Document Information 54 3.23.1.2. Use the Modified NUS-2000 Code for the Employee's Qualification Type 54 3.23.1.3. Process Holiday Pay for Your Employees 54 3.23.1.4. Process All Absence Categories to Administer Absence Pay Effectively 55 3.23.1.5. Generate Sickness Leave and Absence Statistics Report 55 3.23.1.6. Calculate the Impact of Reimbursements of Absence and Holiday Pay on Employer Contribution 55 3.23.1.7. Use the Self-Service Tax Card Interface to Enter Tax Card Details 55 3.23.1.8. Generate Online Payslip 55 3.23.1.9. Stay informed with New Payroll Reports 55 3.23.1.10. Process Payments for Employees Based on 2006 Taxation Changes 56 3.23.1.11. Process Payments for Employees Based on 2006 Legislative Changes 56 3.23.1.12. Support Recent Legislative Changes 56 3.23.1.13. Use Advance Pay to Pay Employees in Advance 56 3.23.1.14. Use RetroPay Functionality to Pay Backdated Amounts to Employees 56 3.23.1.15. Print Batch Payslips 56 3.23.1.16. Reduce Data Volumes and Improve Performance by Producing Fewer Run Result Values 57

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document ix

3.23.1.17. Implement Mandatory Occupational Pension Scheme 57 3.23.1.18. Use the Balance Initialization Process 57 3.23.1.19. Improve the Performance of Oracle Payroll Processing 57

3.23.2. Release 12.0 HRMS RUP7 58 3.23.2.1. Comply with Legislative Changes for 2007/2008 58 3.23.2.2. Comply with EOY0708 Legislative Changes effective from 2008 58

3.24. Oracle HRMS (Romania) 59 3.24.1. Release 12.2 59

3.24.1.1. Employee Identification 59 3.24.1.2. Employment 59 3.24.1.3. Organizations 59

3.25. Oracle HRMS (Saudi Arabia) 59 3.25.1. Release 12.0 HRMS RUP7 59


3.25.2.1. Use Cash Management Integration for EFT Payments 59 3.25.2.2. Display Balance Breakdown 59 3.25.2.3. View Magtape Output Window 59 3.25.2.4. Prevent Loss of Latest Balances 60 3.25.2.5. Purge Process 60

3.26. Oracle HRMS (Singapore) 61 3.26.1. Release 12.0.3 (RUP3) 61

3.26.1.1. Use Revised Foreign Workers Levy Rates and New Permit Categories 61 3.26.1.2. Comply with New Regulations of the Central Provident Fund 61

3.26.2. Release 12.0 HRMS RUP7 61 3.26.2.1. Comply with the Latest SDL Updates 61 3.26.2.2. Use the Updated IRASLine Format 61 3.26.2.3. Submit the CPF Line Report/Magtape Using the New CPF Submission Number 61 3.26.2.4. Use the Latest Rates for Mosque and Mendaki Fund Contributions 62

3.26.3. Release 12.1.2 62 3.26.3.1. Singapore IRAS Amendment Process 62

3.27. Oracle HRMS (South Africa) 63 3.27.1. Release 12.0.3 (RUP3) 63

3.27.1.1. Generate and Submit Workplace Skills Plan Reports 63 3.27.2. Release 12.0.4 (RUP4) 63

3.27.2.1. UIF Annual Limit 63 3.27.3. Release 12.0.5 (RUP5) 63

3.27.3.1. Comply with Statutory Updates for End of Year (EOY) 2008 63 3.27.4. Release 12.0 HRMS RUP7 63

3.27.4.1. Use the Updated Official Interest Rate (effective September 2008) 63 3.27.4.2. Use the Updated Official Interest Rate (effective March 2009) 63 3.27.4.3. Use Tax Year End 2009 Changes 64 3.27.4.4. Use Budget Speech Changes from 01-Mar-2009 64

3.27.5. Release 12.1.2 64 3.27.5.1. Use Cash Management Integration for EFT Payments 64 3.27.5.2. Display Balance Breakdown 64 3.27.5.3. View Cost Allocations 64 3.27.5.4. View Magtape Output Window 64 3.27.5.5. Use EMP201 Report 64 3.27.5.6. Use Net to Gross Functionality 64 3.27.5.7. Run the Tax Year End Data Validation Report any time 64

3.27.6. Release 12.1.3 65 3.27.6.1. Payroll Exception Reporting 65

3.27.7. Release 12.1 HRMS RUP5 65 3.27.7.1. Tax Register Report (XML) 65

3.28. Oracle HRMS (Spain) 65 3.28.1. Release 12.0 HRMS RUP7 65

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document x

3.28.1.1. Use the Updated NIE Format 65 3.28.1.2. Share CAC Numbers at New Levels 65

3.29. Oracle HRMS (Sweden) 65 3.29.1. Release 12.0.3 (RUP3) 65

3.29.1.1. Process Holiday Pay for Your Employees 65 3.29.1.2. Use the Balance Initialization Process 65 3.29.1.3. Process Sickness Pay for Your Employees 66 3.29.1.4. Generate Online Payslip 66 3.29.1.5. Use the Tax Card User Interface to Enter Tax Card Details 66 3.29.1.6. Manage End of Year Changes for 2006 66 3.29.1.7. Generate Payroll Reports for Statutory Compliance 66

3.29.2. Release 12.0.5 (RUP5) 66 3.29.2.1. Generate and Submit ALECTA Report 66 3.29.2.2. Print Batch Payslips 67

3.29.3. Release 12.0 HRMS RUP7 67 3.29.3.1. Use Updated Tax Tables and Tax Declaration Report 67 3.29.3.2. Use Updated Income Statement Reports and KU Reports (End of Year Changes 2009) 67

3.30. Oracle HRMS (UAE) 67 3.30.1. Release 12.0 HRMS RUP7 67


3.30.2.1. Use Cash Management Integration for EFT Payments 67 3.30.2.2. View Magtape Output Window 67 3.30.2.3. Prevent Loss of Latest Balances 67

3.31. Oracle HRMS (UK) 68 3.31.1. Release 12.0.3 (RUP3) 68

3.31.1.1. No Longer Need to Specify the National Identifier When Hiring Employees in SSHR 68 3.31.1.2. Calculate Accurate Average Earnings for Employees with Multiple Assignments 68 3.31.1.3. Generate Accurate Payroll Calculations Subsequent to Performing a Reverse Payroll Run 68 3.31.1.4. Display Accurate Details in the Payroll Summary Report 68 3.31.1.5. Accurately Employ Adjustments Against Court Order Elements 68 3.31.1.6. Specify Average Earning Amounts for Maternity Pay 68 3.31.1.7. Display the Correct Week in the Pay Advice Report 68 3.31.1.8. Use the Date Worked Payment Method to Pay Non-Recurring Claims 69

3.31.2. Release 12.0.5 (RUP5) 69 3.31.2.1. Use the New NUVOS Pension Scheme to Comply with Recent Statutory Updates 69 3.31.2.2. Use the New Local Government Pension Scheme (LGPS) to Comply with Statutory Changes 69 3.31.2.3. Comply with Statutory Changes to P46 Car EDI 69 3.31.2.4. Comply with Statutory Updates to P14 EDI 69 3.31.2.5. Comply with Pre-Budget Statutory Updates 69 3.31.2.6. Comply with Start of Year Statutory Updates 70 3.31.2.7. Comply with NI Rollup Statutory Updates 70 3.31.2.8. Comply with Statutory Updates to In Year Filing Reports 70

3.31.3. Release 12.0 HRMS RUP7 71 3.31.3.1. Comply with Recent Statutory Changes 71

3.31.4. Release 12.1.2 72 3.31.4.1. Upgrade Latest Balance Table 72 3.31.4.2. Partial Period Accruals 72 3.31.4.3. Use Cash Management Integration for EFT Payments 72 3.31.4.4. View Cost Allocations 72 3.31.4.5. View Magtape Output Window 72 3.31.4.6. Prevent Loss of Latest Balances 73 3.31.4.7. Use Field KIT Days 73 3.31.4.8. P6/P9 Output 73 3.31.4.9. View SOE Balances 73

3.31.5. Release 12.1.3 73 3.31.5.1. BI Publisher (eText) Reports 73 3.31.5.2. Start Of Year (SOY) Future Changes Validation check 73 3.31.5.3. Defaulting PAYE Aggregation for Secondary Assignments 74

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document xi

3.31.5.4. School Workforce Census Reporting (Public Sector) 74 3.31.6. Release 12.1 HRMS RUP4 74

3.31.6.1. New Manager SSHR Region to Record Evidence for Sickness Absence 74 3.31.7. Release 12.1 HRMS RUP5 74

3.31.7.1. Payroll Groups 74 3.31.8. Release 12.2 75

3.31.8.1. Element Register Report enabled 75

3.32. Oracle HRMS (US) 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-2’s 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. Oracle iRecruitment 80 3.33.1. Release 12.0.3 (RUP3) 80

3.33.1.1. Automatically Enroll New Hires into Compensation Plans Included in their Jobs Offers 80 3.33.2. Release 12.0 HRMS RUP7 80

3.33.2.1. Use the Changed Vacancy Status Field When Creating or Updating Vacancies 80 3.33.2.2. Reconsider Terminated Applications 81 3.33.2.3. View Annualized Salary Details When Creating or Updating Offers 81 3.33.2.4. Warn Managers Or Display an Error Message if an Active Offer Exists During Offer Extension 81 3.33.2.5. View Offer Status and Offer Last Update Date for Applicants 81 3.33.2.6. View Offer Approval History 81 3.33.2.7. Search for Closed Offers 81 3.33.2.8. Withdraw Offers 82

3.33.3. Release 12.1.1 82 3.33.3.1. Interview Management 82 3.33.3.2. Recruitment Communications 83 3.33.3.3. Employee Referrals 83 3.33.3.4. Notifications for New Job Applications and Application Status Changes 83

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document xii

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 LOV’s 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. Oracle iRecruitment Extensions for Oracle Endeca 92 3.34.1. Release 12.1.3+ 92

3.34.1.1. Job Search for Candidates 92

3.35. Oracle International HR and Payroll 92 3.35.1. Release 12.1 HRMS RUP5 92

3.35.1.1. Support for Payroll Archiver 92 3.35.1.2. Online Payslip 92 3.35.1.3. Rehire before FPD 93 3.35.1.4. Direct Deposit 93 3.35.1.5. Support for Enhanced Retro Pay 93 3.35.1.6. Payroll Exception Report 93 3.35.1.7. View Balance SS Page 93

3.36. Oracle Labor Distr ibution 93 3.36.1. Release 12.0.3 (RUP3) 93

3.36.1.1. Use Employee Work Schedules to Distribute and Encumber Labor Costs 93 3.36.1.2. Set Up Clearing Accounts for Multiple Payrolls 94 3.36.1.3. Process Payroll Reversals, Balance Adjustments, and Retroactive Payments More Easily 94

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document xiii

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. Oracle Learning Management 95 3.37.1. Release 12.0.2 (RUP2) 95

3.37.1.1. Check Duplicate Contacts for External Learners 95 3.37.2. Release 12.0.5 (RUP4) 96

3.37.2.1. Use Keywords to Search for Courses in OLM 96 3.37.3. Release 12.1.1 96

3.37.3.1. Learners Can View Catalog Attachments 96 3.37.3.2. Free Text Question Type 96 3.37.3.3. Mandatory Enrollment 97 3.37.3.4. Course Evaluation 97 3.37.3.5. Reports for Certification, Forums & Chats 97 3.37.3.6. Learner Groups 98 3.37.3.7. Learner Basic Search Enhancements 98

3.37.4. Release 12.1.2 98 3.37.4.1. Electronic Signature 98 3.37.4.2. Administrator Access Control 98 3.37.4.3. Enhanced Learning Path Functionality 99 3.37.4.4. Automatic calculation of End Date for Learner Competency 99 3.37.4.5. New functionality for reducing the number of clicks in OLM Pages 99

3.37.5. Release 12.1.3 100 3.37.5.1. Popup Window on the Administrator Enrollments Page 100 3.37.5.2. Popup Window on the Administrator Catalog Page 100

3.37.6. Release 12.1 HRMS RUP4 101 3.37.6.1. SCORM 2004 compliance 101 3.37.6.2. Enhanced certification functionality 101

3.37.7. Release 12.1 HRMS RUP5 101 3.37.7.1. Enhanced Learner access using eligibility profiles 101

3.37.8. Release 12.1 HRMS RUP6 101 3.37.8.1. Automatic Certification Subscription 101 3.37.8.2. Integration to “Oracle Webcenter content” 102 3.37.8.3. Automatic Update Competence When Manually Setting Certification Status 102 3.37.8.4. Course Pictures 103

3.38. Oracle Learning Management Extensions for Endeca 103 3.38.1. Release 12.1.3+ 103

3.38.1.1. New Search and Browse 103

3.39. Oracle Payroll 104 3.39.1. Release 12.1.1 104

3.39.1.1. Approval Mechanism for Manager Self Service - Assignment Costing 104 3.39.1.2. Upgrade of Historical Costing Data to Support Subledger Accounting 104

3.39.2. Release 12.1.2 104 3.39.2.1. Purge Process for Pay events table 104

3.39.3. Release 12.1 HRMS RUP5 104 3.39.3.1. Quick-Retro Pay 104 3.39.3.2. Self Service Batch Element Entry 104

3.39.4. Release 12.1 HRMS RUP6 105 3.39.4.1. Void Check Process 105

3.39.5. Release 12.2 105

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document xiv

3.39.5.1. Enhanced Retro Pay set as Default 105

3.40. Oracle Performance Management 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. Oracle Self Service Human Resources (SSHR) 112 3.41.1. Release 12.0.2 (RUP2) 112

3.41.1.1. Allow Transition Initiator to Delete “Pending for Approval” Transactions 112 3.41.1.2. Self-Service Change Pay Rate Functionality 112

3.41.2. Release 12.0 HRMS RUP7 113 3.41.2.1. View Accrual Balances for Employees Across Business Groups 113 3.41.2.2. Avoid Errors When Routing Approvals in Oracle SSHR 113

3.41.3. Release 12.1.1 114 3.41.3.1. Adjusted Service Date 114 3.41.3.2. Grade Step/Point Changes 114 3.41.3.3. Leave Accrual Information Based on Effective Date 114 3.41.3.4. Secured Access for Workflow Administrators Using Security Profiles 114 3.41.3.5. Succession Planning 114

3.41.4. Release 12.1.1+ 115 3.41.4.1. Employee Talent Profile 115

3.41.5. Release 12.1.2 115 3.41.5.1. Hire Employee Applicant into New Assignments 115 3.41.5.2. Rehire Ex-employees 115 3.41.5.3. View Oracle Self-Service Attachments in Oracle HRMS 115 3.41.5.4. Terminate Secondary Assignments 116 3.41.5.5. Use Context Sensitive EITs 116

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document xv

3.41.5.6. View Employee Information in Popup Windows 116 3.41.6. Release 12.1.3 116

3.41.6.1. Hire Employee Applicants and replace or merge applicant assignment with Primary Assignment 116 3.41.6.2. Reverse Termination 117 3.41.6.3. Voluntary Termination 117 3.41.6.4. Transaction Details in FYI Notifications 117 3.41.6.5. View Entitlement Balances in Notifications 117 3.41.6.6. Restrict Absence Type LOV 118

3.41.7. Release 12.1 HRMS RUP5 118 3.41.7.1. Support for Parallel Approvals in SSHR 118 3.41.7.2. Organization Chart 118

3.41.8. Release 12.1 HRMS RUP6 119 3.41.8.1. Launch Actions from a Side Navigator in Organization Chart or Talent Profile 119 3.41.8.2. Control the Display of Effective Date, Review, and Confirmation Pages 119 3.41.8.3. Use Quick Termination and Change Hours Processes 119 3.41.8.4. Current Effective Date Appears on Initial Page 120

3.42. Oracle Succession Planning 120 3.42.1. Release 12.1.1+ 120

3.42.1.1. Succession Plans 120 3.42.1.2. Suitability Matching 120 3.42.1.3. Talent Profile Comparison Report 120

3.42.2. Release 12.1.2 121 3.42.2.1. Update Succession Plan Extra Information Type for Workers 121 3.42.2.2. Create Succession Plans for Contingent Workers 121 3.42.2.3. View Talent Profile of Workers from Succession Planning Page 121 3.42.2.4. View Succession Plans of Ex-employees 121 3.42.2.5. View Employee Information in Popup Windows 121

3.42.3. Release 12.1.3 121 3.42.3.1. Usability Changes in Succession Planning 121

3.42.4. Release 12.1.3+ 122 3.42.4.1. Enhanced Succession Planning 122 3.42.4.2. Succession Planning Portals for Talent Managers and HR Professionals 122 3.42.4.3. Succession Analytics 122 3.42.4.4. View Succession Hierarchy 123 3.42.4.5. Succession Plan Administration 123

3.43. Oracle Time and Labor 123 3.43.1. Release 12.0.2 (RUP2) 123

3.43.1.1. Automatic Days-to-Hours Conversion 123 3.43.1.2. Mixed Format Entries 123

3.43.2. Release 12.0 HRMS RUP7 124 3.43.2.1. Use the Multi-Threaded Archive and Restore Process 124

3.43.3. Release 12.1.1 124 3.43.3.1. Blank Timecard Rows Retained while Saving Timecard 124 3.43.3.2. Define Number of Timesheet Line Rows to Pre-populate 124 3.43.3.3. Summarize Regular/Overtime Hours Separately 124 3.43.3.4. Supervisor Report to Identify Missing Timesheets 124 3.43.3.5. Supervisor List of Timesheets Expected and Status Online 125 3.43.3.6. Audit Change Report - Identify Changes Made to Timesheets 125 3.43.3.7. Audit Trail on Time Cards 125 3.43.3.8. Display Last Person Who Updated Timesheet 125 3.43.3.9. Changes in Core HR and OTL to Support Services Procurement 125 3.43.3.10. Multiple Alias Support in Notification Layout 126 3.43.3.11. OTL User Interface Enhancements 126 3.43.3.12. Disabled Text Field Enhancement 126 3.43.3.13. Enhancement to Preference Eligibility Criteria (Responsibility-based Preference) 126

3.43.4. Release 12.1.2 127 3.43.4.1. OTL Time Card integration with HR Absences 127

3.43.5. Release 12.1.3 127 3.43.5.1. Time Card Retrieval Dashboard 127

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document xvi

3.43.6. Release 12.1 HRMS RUP5 127 3.43.6.1. Rollback Transfer Time from OTL to BEE process. 127 3.43.6.2. Retrieval Dashboard changes 127

3.43.7. Release 12.1 HRMS RUP6 127 3.43.7.1. Enhanced Timecard Status Dashboard 127

3.43.8. Release 12.2 128 3.43.8.1. New Projects Layouts for Actual Costing 128 3.43.8.2. Attachments in Timecards 128 3.43.8.3. Checkbox to Confirm Time Entry Accuracy 128

3.44. Oracle US Federal Human Resources 128 3.44.1. Releases 12.0.5 (RUP5) 128

3.44.1.1. Process Pay for Employees Based on the Title 38 Public Law 128 3.44.1.2. Use Multiple Legal Authority Descriptions When Processing AFHR Employees 129

3.44.2. Release 12.0 HRMS RUP7 129 3.44.2.1. Comply with Inspector General Pay Reform Implementation 129 3.44.2.2. Use the New Regions Available in the Self Service Pages 129

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Purpose of Document 1

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.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Purpose of Document 2

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+”.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle Advanced Benefits 3

3. New and Changed Features in Human Capital Management

3.1. Oracle Advanced Benefits

3.1.1. Release 12.0.3 (RUP3)

3.1.1.1. Reopen Life Events Process

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.


• 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 Criter 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. Release 12.1 HRMS RUP5

3.1.5.1. View Rate History in Self Service

With this enhancement, participants will be able to view all of the rate values associated with an enrollment result in Self Service. Rates may change over the span of a single coverage period. Now, participants can view costs over the time they were enrolled in the compensation object.

This feature is forward-ported to R12.2.2.

3.1.5.2. Close Enrollment in Self Service

Before this enhancement, when a life event is set to close when elections are made, it will not close when the elections are made in Self Service until the Close Enrollment concurrent process is run. Now benefit administrators can allow participants to close such enrollments via self service. Participants can then make elections and proceed with a subsequent or previously backed out life event without intervention from the back office.



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.


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 person’s 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.


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.


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.


3.1.5.7. Use Person 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.


Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle Approvals Management 7

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 responsibility’s request group which will allow the user to remove all of the data associated with an Unrestricted enrollment for a person.



3.1.6.1. Enhanced Life Event Summary Repor t

A new module is added to the Life Event Summary Report to provide details on life events in Detected and Unprocessed status. This gives Benefit Administrators more information regarding what life events existing during the specified time period and who may have outstanding life events that have not been processed and may need to be addressed before later life events, such as Open Enrollment can be processed.


3.1.6.2. Tr igger Life Events from Person and Assignment Information Types

With the release, Benefit Administrators can define Person changes based on the creation or change to a Person or Assignment Extra Information Type. This provides additional sources for detecting life events and opening enrollment opportunities..


3.1.6.3. Control Ability to Designate Par ticipant as Beneficiary

Plan requirements may prohibit participants from designating themselves as beneficiaries. With this release, the beneficiary designations can be configured to exclude the participant as a potential plan beneficiary.


3.2. Oracle Approvals Management


3.2.1.1. View Approval History and Approvers

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.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle Compensation Workbench 8

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. Oracle Compensation Workbench

3.3.1. Release 12.0.2 (RUP2)

3.3.1.1. View All Compensation Detail Reports without Changing Responsibilities

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.

3.3.1.2. Provide Responsibility-Based Plan Access to Administrators

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 parameter—Person Selection Rule—has been added to the Post Process parameters page. By selecting a rule (or fast formula) defined as type 'Person Selection'


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 employee’s 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 employee’s 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 employee’s 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 employee’s actual worksheet manager.


With this release, managers and administrators now see the employee’s 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 employee’s 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 Oracle’s EBS Performance Management can now view an employee’s 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 employee’s 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,


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 employee’s 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 Employee’s New Salary is within Grade Range

This new features gives compensation managers and administrators the ability to optionally validate an employee’s 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.



3.3.5.1. Proposed Grade Range, Proposed Grade Midpoint and Proposed Comparatio now Available for Spreadsheet Download

The following fields are now available to download to spreadsheet: Proposed Grade Range, Proposed Grade Midpoint, and Proposed Comparatio. This helps managers who need to work offline or who do not have access to Compensation Workbench to make better and more informed business decisions during the compensation planning cycle.

3.3.5.2. Run the Back-out Compensation Workbench Life Events Process for Single Person

Administrators can now back out the Compensation Workbench Life Events process for a single employee, offering a simple way to back out just one person. Until now, the only way to accomplish this was to write a person selection rule.

3.3.5.3. Optionally Hide In Progress Salary Increases in Employee History

Enterprises may not want their managers to see salary increases that are in progress if they only have access to non-base salary type compensation plans. Even if managers do have access to base salary compensation plans, it can be confusing to see an In Progress row for an employee's salary increase not yet in effect. Compensation Workbench now offers the option to suppress In Progress rows for salary increases from being displayed when viewed in Employee History.

3.3.5.4. Download Data Using Web ADI

You can now download data to an Excel spreadsheet using Web ADI for the Employee Stock Option History and Employee Compensation History reports. You can also now download the Post-Process Summary and Error reports. This is useful for managers with a large number of employees when performing audits and/or reconciliation of compensation allocations.


3.3.6.1. Email Employee Compensation Statements

Until now, administrators and managers could only print hard copies of employee compensation statements and manually distribute them. With this release, statements can now be securely emailed to employees. Administrators can also send statements to a test email account to verify and resolve any issues before emailing the official statements. This results in employees receiving their statements quickly and efficiently, broadening the communication channel between administrators, managers and their employees.


3.3.6.2. Email Total Compensation Statements

In addition to viewing their statements online via Employee Self Service or receiving a printed hard copy, employees can now have their total compensation statements emailed to them. Administrators can choose to email total compensation statements en masse or select a group of employees just like they can with the mass print process today. They can also "test drive" emailing statements to resolve any issues prior to emailing the official statements to employees. The addition of the mass email option helps companies to directly communicate with their employees, even in cases where employee self

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HCM Configuration Workbench 13

service is not offered.


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 re-posting. 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.


3.4. Oracle HCM Configuration Workbench 3.4.1. Release 12.1.1

3.4.1.1. Configurator for Person/Assignment Spreadsheet Loader

Currently the Web ADI spreadsheet solutions available in HCM Configuration Workbench display almost all the columns of person, address, and assignment entities. These make the spreadsheet to be very large/wide for a typical user and a user has to scroll all the way to the necessary fields to fill in the relevant information

.The Spreadsheet Loader Configurator module will address the current limitations and will provide an ability to carve out sub-set of the spreadsheets depending upon the business requirements or industry and support multiple data sources. The new solution has the following advantages:

• Support the different sources for data in a flexible manner: APIs, XML and CSV files

• Flexibility to change the layout of the spreadsheet as per industry/vertical

• Multiple processes support. e.g. ability to configure spreadsheet for specific processes like mass location changes, mass organization changes etc.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle Human Resources (Core HR) 14

3.5. Oracle Human Resources (Core HR)

3.5.1. Release 12.1.1

3.5.1.1. Knowledge Integration with ENWISEN

Information for decision support to the user within the application enhances the transactional capabilities of an application. In the absence of precise supporting information, the organization’s workforce may have questions that prevent them from completing transactions. They may lack requisite knowledge to make the right decisions at the right time. Knowledge integration enables users to have the appropriate information.

Integration of Oracle HRMS (Self Service) with content vendors like ENWISEN provides self-service users the following advantages:

• Ability to launch content pages from non-ebusiness suite sites.

• Ability to launch third party content sites from HCM self service pages.

• A seamless working experience between the two user interfaces where by information like single sign on, subscription ID, and context of the calling page are passed to the third party vendor to launch the appropriate page.

• A region in Personal Information (SSHR-EBS HCM) to launch the employee handbook (ENWISEN).

• A region in Absence Management (SSHR-EBS HCM) to launch Absence Policies (ENWISEN).

• Easily changeable content in accordance with the changes in company policy.

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 PeopleSoft’s HR Help Desk.

While launching EBS pages, the EBS system evaluates the login user’s 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 application’s 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.


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.


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.


3.5.4.1. Approvals in Global Deployment

Using Global Deployments, HR Professionals can transfer employees from one business group to other business group either temporarily or as a permanent transfer. Oracle HRMS now enables enterprises to setup approval processes to route deployment proposals. Enterprises can configure approval rules using Oracle Approvals Management (AME).

3.5.5. Release 12.2.2

3.5.5.1. Workflow Synchronization

The Synchronize WF Local Tables (FNDWFLSC) concurrent Program, also known as Bulk Synchronization, which was built to move user or role data from product groups to the Workflow Directory Services (WFDS) tables so that the users and roles created in those product groups can participate in Workflow processing has been phased out with this release. This program is now replaced with Incremental Synch APIs provided by workflow to move user or role data from product groups to the Workflow Directory Services tables. From this release onwards, Incremental Synch APIs will be called internally to move user/role data from product groups to the Workflow Directory Services tables.

3.5.5.2. Update Records with Future Person Changes

Prior to this release, HR users could not perform many personnel actions like Hire, Termination, Rehire, and Reverse Termination if any person type changes existed at a

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (Australia) 17

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. Oracle HRMS (Australia)

3.6.1. Release 12.0.3 (RUP3)

3.6.1.1. Nominate Employee Termination Payments (ETP) as Transitional or Non-Transitional Life Benefit Payments

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 employee’s 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 ETP’s 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 employee’s 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


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

3.6.1.3. 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. Release 12.0.4 (RUP4)

3.6.2.1. Multiple ETP Payment Summary

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. Release 12.0.5 (RUP5)

3.6.3.1. Pay Multiple Employment Termination Payments (ETP) and Generate Separate ETP Payment Summaries

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 ETP’s on Termination Report

Currently, the Termination Report does not display multiple ETP’s 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 Non-Transitional ETP within the Termination Report. Additionally, the report displays the employee’s 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.


3.6.3.4. Report Employee’s Tax File Number (TFN) to Super Fund

Starting 1 July 2007, employers must now report an employee’s 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


3.6.4.1. Calculate Payroll Using the Updated Payroll Tax Rates

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. Rehire Before Final Process 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.


3.6.6. Release 12.1.3

3.6.6.1. Enable Retro Over lap for Australia

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. Release 12.1 HRMS RUP5 3.6.7.1. AU local address style and upgrade

Australia localization had a single global address style AU_GLB. Australia specific legislative reports expects certain address fields to be mandatory, which cannot be enforced in the global address style. So a local AU address style is delivered through this enhancement. An upgrade process is also provided, for customers to migrate the existing addresses to local address style.

3.6.7.2. AU Year End Enhancements

The Australia Payment Summary process has been enhanced with the following changes: - Support for archiving assignments selectively using an assignment set parameter - Consistent display of financial year listing in the Self-service LOV and PUI LOV - Ensuring that the TFN number displayed in the report is the latest

3.6.7.3. AU Payroll Reconciliation Summary report 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. Release 12.1 HRMS RUP6 3.6.8.1. AU Multiple Payment Summary Amendment

This enhancement allows payroll user to generate multiple amended Payment Summary Reports. Earlier our application allowed only one amendment, user had to rollback the previous payment summary amendment to generate a new report output.


Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (Belgium) 21

3.7. Oracle HRMS (Belgium)


3.7.1.1. Enter NI for Employees Whose Nationality is Not Belgian or Country of Birth is Not Belgium

You can now enter NI numbers for Employees whose nationality is not Belgian or country of birth is not Belgium.

3.8. Oracle HRMS (Canada)


3.8.1.1. Comply with Canadian Cheque Specification Changes

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. Release 12.1 HRMS RUP5 3.8.3.1. Canadian Cheque Writer (XML), Canadian Deposit Advice (XML) and

Canadian Third Party Cheque Writer (XML)

Customers now have the ability to generate cheques and deposit advices in a PDF format. This allows customers to use generic stock which results in cost savings and improves efficiency.

A seeded RTF template is provided that can be configured according to business need to produce the desired PDF payroll cheque, third party cheque and deposit advice output.


3.8.3.2. Payroll Exception Report

Use the new Payroll Exception Report to identify variations in payroll balances in the payroll run and report them as exceptions. This new report provides an additional tool to improve efficiencies for payroll managers and administrators.


Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (China) 22

3.9. Oracle HRMS (China)

3.9.1. Release 12.0.3 (RUP3)

3.9.1.1. Specify Tax and Social Insurance Contribution Area Codes Using a Maximum of 3 Characters

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. Release 12.0.5 (RUP5)

3.9.2.1. Count the Year of Service for Calculating Severance Payments

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.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (Denmark) 23


3.9.3.1. Make Pre-Tax Non-Statutory Deductions Prior to IIT Calculations

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.


3.9.4.1. CN PHF/SI Retro Changes

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


3.10. Oracle HRMS (Denmark)

3.10.1. Release 12.0.3 (RUP3)

3.10.1.1. Record Maternity/Adoption Absences

To enable Maternity/Adoption absence recording, monitoring, and legislative allowances management, you can use the five new Absence categories. Each Absence category has a


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.


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. Release 12.0.4 (RUP4)

3.10.2.1. Support the Payment Electronic File Format Changes

Oracle HRMS for Denmark supports changes to the format of the payment transfer type and the record length in the Payment Electronic File submitted to the PBS.


3.10.3.1. Use Holiday Pay Changes

With this release, you can use the updated Holiday Accrual formula to ensure that the application reduces the holidayable pay by 4.8% for every paid holiday spent by a salaried employee in a given period. The application then calculates the holiday allowance on this reduced pay. Note that the existing predefined balance Holidayable Pay continues to hold the unreduced holidayable pay amount.

To hold the reduction amount of the holidayable pay, a new balance, Reduced Holidayable Pay, is now available. After you apply the patch, the payroll run creates an additional run result of the new element Holidayable Pay Reduction, whenever there is a reduction in the holidayable pay. The run result values of this new element contain the details of the reduction amount, reduced amount, and the number of holidays causing the reduction. The Danish payslip now displays the reduced holidayable pay amount.

3.10.3.2. Use Updated Danish Tax Card Upload Process

To comply with format changes in September 2008, the Danish Tax Card Upload process now allows up to 159 characters in a line.


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. Release 12.1 HRMS RUP5 3.10.5.1. E- Holiday Card

In Denmark employers have to report the holiday information on accrual, entitlements & payments for all Hourly paid staff & any terminated salaried employee. This information can either be reported to the Holiday Bank Organization or on Holiday Cards. If the employer belongs to the Danish Employer Organization (DA) and they have a Collective Agreement which indicated that they will use Holiday Cards for reporting the Holiday Information, they will now need to report the data using the XML report as specified by the Danish Employers Organization (DA). The DA operated a paper based Holiday Card system until last year and this has now been replaced by an Electronic Holiday Card system.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (Finland) 27

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. Oracle HRMS (Finland)

3.11.1. Release 12.0.3 (RUP3)

3.11.1.1. Use the New Pension Insurance Type to Generate Pension Payments and Reports

You can generate pension payments and produce reports using the TyEL Pension Insurance type, which is now the only pension insurance type available.

3.11.1.2. Generate the Statutory Payroll Reports

Oracle HRMS generates payroll reports that you can submit to tax authorities to report all payments, tax deductions, and expense payments. These reports include:

Finnish Yearly Documents of Paid Salaries Report

Finnish Pay Sheet Audit Report

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


Due to 2007 legislative changes, you can now:

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (France) 28

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 Employer’s 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.




3.11.2.1. Use EOY0809 Legislative Changes for Payroll Tax Year 2009

With this release, you can use the updated values for calculating the following:

Scaled Tax Card

Pension Insurance

Social Security Fee

Car Benefit

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

3.12. Oracle HRMS (France)


3.12.1.1. Use New Training Reports

You can now use the following new training reports:

Training Summary Report

French Training Plan Report (XML report)

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (Hong Kong) 29

3.13. Oracle HRMS (Hong Kong)

3.13.1. Release 12.0.3 (RUP3)

3.13.1.1. Specify the Format for Your Statement of Earnings

You can now use the global Statement of Earnings (SOE) pages to view the earnings and deduction information in your statement of earnings. You can view SOE immediately after you run payroll for all employees. Because the application reports SOE from live data, you need not archive the information.

3.13.2. Release 12.0.4 (RUP4)

3.13.2.1. Calculate Proportionate Earnings during Changes in a Payroll Period

Oracle HRMS enables you to calculate proportionate earnings amounts whenever payroll-relevant data is changed during a payroll period, for example, if an employee joins or leaves the company during a payroll period or if an employee's pay grade changes during a payroll period. Proration support is now enabled for Hong Kong.


3.13.3.1. Rehire before final process date

This enhancement provides the ability to rehire a terminated assignment before the Final Process Date, by enabling a legislation rule provided by core payroll. Code changes have been made to ensure that there is no impact on the existing functionality when such a rehire happens.

3.14. Oracle HRMS (India)

3.14.1. Release 12.0.3 (RUP3)

3.14.1.1. Statutory Change to Exempt Employees from Paying Employee ESI Contribution

With this release, Oracle Payroll supports the ESI wage limit increase from INR 50 to INR 70 effective 1/08/07, to exempt employees from paying their contribution.

3.14.2. Release 12.0.5 (RUP5)

3.14.2.1. Rehire Employees Before their Final Close Date

To provide greater flexibility in the hiring process, this release enables you to rehire a terminated employee before the Final Process (and after the Last Standard Process) date for their previous period of service.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (India) 30

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 Motor Car o Free Traveling, Touring o Accommodation o Lunch Perquisite Gift o Voucher Or Token Perquisite o Credit Card Perquisite o Club Expenditure o Free Transport

Section 80 C now includes the following:

o Five-Year Post Office Time Deposit Account o Senior Citizens Savings Scheme - for those employees whose age is 60

or more in a FY o NABARD Bank Deposits (effective from 1-Apr-2008)



3.14.3.1. Calculate Taxable Part on Fringe Benefit for Super Annuation Fund Payments

According to the Income Tax law, all the payments to Super Annuation fund exceeding Rs.1 Lacs per annum for an employee by an organization attract Fringe Benefit Tax (FBT).

Oracle HRMS enables employers to determine the total taxable amount, setup different natural accounts to calculate the taxable part of fringe benefit on which the FBT is applicable.

3.14.3.2. Use the latest PF/ESI Wage Ceiling for Disabled Employees

According to the ESI eligibility wage limit changes and the PF wage ceiling for a disabled employee, the wage ceiling for coverage of a disabled employee under the ESI/PF Act, is fixed at Rs.25, 000/- per month, effective from 01-APR-2008. Disabled employees are entitled to this wage ceiling only if they are hired on or after 01-Apr-2008.

With this release, Oracle HRMS complies with the PF/ESI statutory updates.

3.14.3.3. Use the Latest Professional Tax Slab Rates for Karnataka

Starting 1-Aug-2008, the Professional Tax slab rates changes for the state of Karnataka. Employees with monthly salary or wage of Rs.3000 and above but less than Rs.5000 are exempted from Professional Tax. Oracle HRMS includes these changes for Professional Tax.

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)


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.


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. Release 12.1 HRMS RUP6 3.14.7.1. Full Support for Digital Signature in Form 16/Form 12B and Other

Changes

The above feature allows the customer to email digitally signed individual Form16, Annexure-B and Form12BA. Concurrent Program Employee Annual Tax Returns (India) now supports 4 Options :- 1. View Consolidated Form16 and Form12BA. 2. Mail Individual Form16. 3. Mail Individual Form12BA. 4. Mail Individual Annexure -B. When "View Consolidated Form16 and Form12BA" is chosen, a consolidated Form16 will be generated in a pdf file. Individual Form 16, Form12BA or Annexure-B will be emailed to the employee's email addresses on selection of appropriate option as listed above. The digital signature can be placed on any location on the page. A scanned signature of the Authorized signatory can by also placed on the document. User may choose to show the employee's job instead of position as required in the form 16.


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.


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.


Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (Ireland) 34

3.15. Oracle HRMS (Ireland)

3.15.1. Release 12.0.3 (RUP3)

3.15.1.1. Run the Tax Credit Upload Process to Validate Accurate Revenue File Checking

The Tax Credit Upload process now produces an audit report that facilitates accurate checking of the credit file upload process. This report is generated only when you run the process in Validate Only mode.

3.15.2. Release 12.0.5 (RUP5)

3.15.2.1. Comply with Recent Statutory Updates

Statutory updates support the following:

P45 Par t 3/P46 XML Repor t: Oracle HRMS now enables to employers to use the P45 Part 3 XML report to notify the Irish Revenue of new starters. This change helps to comply with the Irish Revenue requirements. The notification generates a new tax certificate from the Revenue. If an employee has not provided a P45 document, then the employer raises a P46 to request a new Tax Certificate, Form P2c.

EHECS Report: Employers who have more than 50 workers need to submit a mandatory Earnings Hours and Employment Cost Survey (EHECS) Report to the Central Statistics Office (CSO) of Ireland every quarter.

Budget Changes: Irish Budget changes for 2008 require the following changes to Oracle HRMS:

The following values change effective 2008:

Increased taxation and Personal Tax Credits bands

Increased Tax Credit from 1,760 to 1,830

Increased Standard Rate Cut Off Point from 34,000 to 35,400

Increased employee contribution ceiling based on cumulative earnings for all employment types from 48,800 to 50,700

Increased threshold for payment of Health Contribution from 480 per week to 500 per week and annual threshold from 24,960 to 26,000

Increased weekly threshold from 339 to 352

Additionally, predefined global values and user table values are changed to accommodate the statutory requirements.


3.15.3.1. Use the New IE Cessation Report

To comply with recent legislative requirements, Oracle Payroll now provides a new report called IE Cessation Report. Employers issue this report to employees stating the gross income for the current employment and the calculated Income Tax Levy.


3.15.3.2. Comply With Recent Statutory Updates


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.


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.


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 assignment’s costing details using the View Cost Allocation Page before running the Costing process.


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.

3.15.4.8. National Employment Survey (NES Report)

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.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (Italy) 37

3.16. Oracle HRMS (Italy)


3.16.1.1. Use the Renamed Family Name Field

The Family Name field is now renamed to last name.

3.17. Oracle HRMS (Japan)

3.17.1. Release 12.0.3 (RUP3)

3.17.1.1. Print Employee Number on Published Insurance Premium Exemption and Spouse Special Deduction Form for Salary Earner

You can now print the employee number on published Insurance Premium Exemption and Spouse Special Deduction Form for Salary Earner.

3.17.1.2. Calculate and Archive Accident Insurance Information

You can now calculate accident insurance information and archive it in the Insurance Premium Exemption and Spouse Special Deduction Form for Salary Earner self-service pages. You can also now override the default accident insurance premium displayed these pages.

3.17.2. Release 12.0.4 (RUP4)

3.17.2.1. Statutory Changes for 2007

Users can now:

Enter earthquake insurance and premium exemption details and print them on the Insurance Premium Exemption and Spouse Special Exemption Form for Salary Earner (ISDF) self-service page.

Print Social Insurance reports on a single page.

Calculate the accident insurance premium and print it on the ISDF self-service page.

Use the improved Social Insurance report format. Additionally, use a combined new report for the Address Change Report for the Insured Employee and the Dependent reports.

Generate the ISDF report using Oracle XML Publisher. A new archive process is available to generate the ISDF report.

Use the improved format of the Withholding Tax Report for Earned Income.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (Japan) 38


3.17.3.1. Display Target Year Within Salary Payment Report

To support the format changes provided by Nihon Hourei, the Salary Payment Report Summary now displays the target year.

3.17.3.2. Support for Transfer with Zengin Format

Starting January 2009, Japan Post Bank supports the data transfer with Zengin format. Oracle HRMS for Japan complies with this change and supports the transfer of magtape between any bank and Japan Post Bank.

The Generate Direct Deposit File does not error when the sender bank is any bank and the bank to which the payment is transferred is Japan Post Bank.

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 (e-file). 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.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (Kuwait) 39

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. Oracle HRMS (Kuwait)

3.18.1. Release 12.0.3 (RUP3)

3.18.1.1. Produce Report 166 for the PIFSS Based on Revised Rates

The Public Institution for Social Security (PIFSS) social insurance schemes for employees include pension fund contributions. As of August 1, 2007, the rate for the employee pension fund contributions increases from 1 to 2 percent, resulting in an increase from 6 to 7 percent for the total employee social insurance. This release revises the values used to calculate the contributions and to produce the Report 166 for the PIFSS. The application now calculates the employee pension fund contributions based on 2 percent (KW_SI_CALCULATION). When you generate Report 166 after August 1 2007, the application displays the appropriate result for the employee pension deduction.


3.18.2.1. Use the Payroll Exception Report

The core payroll process, Payroll Exception Report, is now available for Kuwait.

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.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (Korea) 40


Oracle Payroll for Kuwait localization now enables users to easily access the magnetic tape output files (.mf and .out) from the application.


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. Oracle HRMS (Korea)

3.19.1. Release 12.0.3 (RUP3)

3.19.1.1. Meet the Statutory Updates for the YEA Tax Receipt for 2007

National Tax Service (NTS) of Korea introduced a new layout for the Year End Adjustment Tax Receipt to meet the statutory updates for 2007. Oracle supports this new layout to display the following:

Stock Purchase Option Execution Earning - Employees can now report to the NTS, the monetary amount they earn for any stock purchase as a Stock Purchase Option Execution Earning. This amount is taxable. Oracle provides a new balance Stock Purchase Option Execution Earning to record this amount.

Research Payment - The research payment that employers pay employees for research purposes is now a part of the Non-Taxable amount. Previously, this amount was a part of the Other Non-taxable amount. Oracle provides a new balance Research Payment to record this amount.

Exemption amounts and the number of additional children - You can now display the exemption amount and the number of additional children for the employee.

Pension Premium and National Pension Premium Exemption amounts - To meet the latest statutory requirements given by the NTS to the Tax Receipt report, the report now displays the Pension Premium and National Pension Premium Exemption amounts as separate items. As of this release, the Tax Receipt report includes these items, but displays blank values for the amounts.

Female Exemption and Senior Exemption - You can now display if the employees receive exemption for female and senior dependents. You can also record if the employees receive exemptions for senior dependents and for any additional children.

3.19.2. Release 12.0.4 (RUP4)

3.19.2.1. Comply with Statutory Changes for 2007

Users can now:

Use the improved templates for year-end reporting.

Claim an employee's withheld income tax amount in the monthly payroll cycle and bonus.


3.19.3. Release 12.0.5 (RUP5)

3.19.3.1. Comply with the Updated Layout for Year End Adjustment Ledger Report and the RTF Template

The KR Year End Adjustment Ledger Report and the RTF Template now display the Stock Purchase Option Execution Earning and the Research Payment information to meet the latest statutory requirements.

3.19.3.2. Display Non-Taxable Earnings in Non-Statutory and Statutory Separation Pay Tax Receipt

To comply with the latest Korea 2007 updates, the Non-Statutory/Statutory Separation Pay Tax Receipt layout displays the non-taxable earnings in Separation Pay Tax Receipt for both current and previous employers.

3.19.3.3. Use the Updated Exemption Rate for Investment Partnership

The YEA Entry window and the YEA SSHR pages now include the changed prompts for the Financing Types as Financing (15%) and Financing (10%) to meet the statutory requirements. The maximum limit for the Financing Type1 is now modified to 50% of the Taxable Income and the percentage of the Financing Type1 is now changed from 30% to 15% effective from 01-Jan-2007. The income exemption rate for Investment Partnership Financing (Type2) has changed from 15% to 10% from 1st January 2007.

3.19.3.4. Calculate the Tax Break Amount Using the New Value

Previously, the political donations till KW 100,000 were eligible for tax exemptions. According to the new guideline, calculating the tax break amount based on Political Donation up to KW 100,000 is now changed.

The calculation for tax break amount based on political donation has been updated. A new global variable KR_YEA_POLITICAL_DONATION_EXEM_FAC with a value of 1.1 is available for calculating the tax break amount effective from 01-Jan-2007.

3.19.3.5. Identify Korean Citizens as Foreigners and be Eligible for Tax Exemptions

You can now identify Korean citizens as foreigners and exempt them from certain tax regulations, if they own a residence in a foreign country. By recording the employee as a foreigner, the logic to calculate taxes varies.

You can now record if the employee owns a residence in a foreign country using the new Foreign Residency check box on the Income Tax form.

3.19.3.6. Record Donation Receipt Number for Easy Identification

You can now record the donation receipt number issued by the recipient of the donation. Oracle HRMS includes a new field called Receipt No. in the Donation Details section of the Donation Tax Exemption tab on the YEA Entry window. You can enter alphanumeric characters. Alternatively, you can record this information on the Extra Assignment Information DFF and YEA sections of the Self-Service Entry Page.

3.19.3.7. Exclude Double Exemption for Medical Expenses

Starting 2007 YEA, the double exemption in medical expense exemption derived from the medical payment paid in cards - credit cards and direct deposit cards is no longer


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.



3.19.4.1. Maintain Detailed Donation Information for Dependents

Starting 2008, NTS allows donation exemption for employees and for their dependents. To meet this statutory requirement, Oracle HRMS enables you to maintain additional information for calculating donation exemption in YEA.

A new donation type Public Legal Entity Donation Trust is available. Public Legal Entity Donation Trust Carry Over Details is a new section added on the Donation Tax Exemptions tab of the YEA Entry form and SSHR YEA Entry page.

You can record the dependent donation details such as Donation (NTS) and Donation (Other) within Extra Contact Information DFF. You can record the donation expense details only for spouse or child and if you have set the Dependent (Income Tax Law) flag to Yes in the Further Contact Information DFF.

You must record donor name and NTS/Other in the Extra Assignment Information DFF and the Donation Details section of the Donation Tax Exemptions tab on the YEA Entry window. You can record details to the DFF only through the YEA Entry form or through the SSHR YEA Entry Page.

KR Year End Adjustment Tax Receipt Report/RTF displays the donation expenses for the dependents on the second page of the report.

3.19.4.2. Comply with the Latest Detailed Medical Information Updates

The NTS provides new statutory updates for detailed medical expense information. To comply with these updates, Oracle HRMS now maintains additional information for e-file reporting in 2008 YEA.

3.19.4.3. Record Type B Tax Group Information

With this release, Oracle now complies with the requirement of Korean government for recording and maintaining Type B Tax Group post-tax deduction from 01-Jan-2008. You can record the Type B Tax Group information using the YEA Entry form.

YEA Results displays the Type B Tax Group information on the Income Details tab and the Post Tax Deductions amount on the Tax Details tab. YEA Tax Receipt report displays the Type B Tax Group information in the Earnings List By Working Place section and the Post Tax Deductions amount on the Post Tax Deduction section of the report.

3.19.4.4. Comply with the 2008 Layout Updates for KR Year End Adjustment Tax Receipt

National Tax Service of Korea has introduced a new layout of Year End Adjustment Tax Receipt for 2008, which include:

Housing Loan Repay Exemption

Long Term Housing Loan Interest Repay Exemption

Housing Saving Exemption

Small Business Install Exemption

New Born, Adopted Exemption

Birth Raising Allowance

Foreign Worker Exemption


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.


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. Release 12.1 HRMS RUP5 3.19.6.1. KR XML Data Extract/Upload (extend legislation coverage)

In 2010, NTS (National Tax Service) has introduced a new feature to extract NTS provided employee YEA information on their web page into a PDF. This PDF output can then be extracted into an XML format and validated using the NTS provided APIs. The validated information can then be uploaded into a system such as Oracle HCM. This enhancement delivers the functionality to extract the PDF from the NTS web page into XML, validate it and upload into the Assignment Extra Information tables.

3.19.7. Release 12.1 HRMS RUP6 3.19.7.1. KR YEA XML Data Extract

Korea NTS provides the YEA information to every employee on its NTS website. The employee may download them in a PDF format doc from website and use the same information in the End of year processing avoiding the manual entry. Payroll application uses java apis provided by NTS to extract the YEA information from the PDF document. The user can than validate the information YEA entry forms and finally confirm the same for YEA reporting. The Application provides for mass upload of YEA information for all employees to the Administrator. There is also support for upload of the YEA XML Data Extract through employee self-service. A new self-service page is provided that enables employees to import and upload the XMLdata from the PDF file.


Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (Mexico) 46

3.20. Oracle HRMS (Mexico)

3.20.1. Release 12.0.3 (RUP3)

3.20.1.1. Manage Social Security Information through Integrated Archiver

The various Social Security reporting archivers have been consolidated into a single process: Social Security Archiver.

The Social Security Archiver is a concurrent program that archives data used for reporting to the social security institutes. The program archives employee and salary information related to the following areas:

Employee hire or re-hire

Personal data, such as National Identifier and Name

Changes to employee's salary

Employee separation/termination

Absences and Leaves

Disabilities

INFONAVIT data

SUA transactions

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.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (Mexico) 47

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. Release 12.0.4 (RUP4)

3.20.2.1. North American 2007 Reporting Enhancements and Statutory Updates

Oracle HRMS supports statutory changes for End of Year 2007 for Mexico, which include:

Enhancement to the ISR Tax Format 37.

Enhancement to the Information Declaration Report (DIM) program.

Revised statutory tax rates for Colima, Guanajuato, Morelos, Puebla and Queretaro.

3.20.3. Release 12.0.5 (RUP5)

3.20.3.1. Comply with Employer State Tax Changes

The Employer State Tax has been updated with the most recent taxability rules.

3.20.3.2. Comply with ISR Tax Changes

Updates have been made for annual ISR tax tables under article 177 and 178 for Year 2007. These rates are effective from 1st Jan 2007.


3.20.4.1. Use the ISR Periodic Tax Adjustments

New Monthly Tax Adjustment run type has been added to payroll run and existing Tax Adjustment run type has been updated.

3.20.4.2. Use the New BI Publisher Report "ISR Subsidy For Emp Paid"

A new XML Publisher Report "ISR Subsidy For Emp Paid" is now available.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (Netherlands) 48

3.21. Oracle HRMS (Netherlands)

3.21.1. Release 12.0.3 (RUP3)

3.21.1.1. Make the Civilian Service Number Optional (Previously the SOFI Number)

The SOFI number is now called Civilian Service Number or BSN.

With this release, you can also use the new HR: Make National Identifier Optional profile option to make the SOFI Number optional.

3.21.1.2. Use New Dutch First Day Notification Report

With this release, you can use the new Dutch First Day Notification Report to meet statutory requirements for an employee attached to an HR organization with tax details. This is applicable if an employee is hired, terminated, rehired, or if you update employee records on or after 4th July 2006.

3.21.1.3. Group Multiple Assignments by Employer

You can now use the new Assignment Process Group field on the Dutch Business Group EIT to group multiple assignments by employer or payroll.

3.21.1.4. Use New Profile Options

With this release, you can use the following new profile options:

Security profile enabled in the Absence Action List Report and Re-integration Actions Report.

HR: Display Special Rate Annual Income on Assignment to calculate and display the Special Rate Annual Income. If you set this profile option to No, then the application does not calculate and display the Special Rate Annual Income.

HR: Default Income Code to set the default income code for all employees.

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


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.

o Modified to change the display of ZVW Refund amount.

o Displays LSS changes

Payslip:

o Displays the Travel Allowance and Retro Travel Allowance values along with the Net Earnings in the Payments and Deductions section.

o Modified to show ZVW refund and Retro ZVW Refund.

Wage report:

o Displays the Travel Allowance and Retro Travel Allowance values along with the Net Earnings.

o Displays the public sector and own risk cover details.

o Supports reporting for Lunar Month Period Type.

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 salary-earned 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.


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.


3.21.2. Release 12.0.4 (RUP4)

3.21.2.1. Year End Report

Using the new Dutch Year End report, users can now generate the year-end payroll data. As the Year End Report is an extension of the Dutch Wage Report, it uses the Dutch Wage Report Generator and Dutch Wage Report concurrent programs to generate the Year End report.


3.21.3.1. Use Updated Wage Reports for 2009

Starting Jan 2009, the Tax Authorities have introduced checks on the consistency of the Wage report. From 01-Oct-2009, the tax authorities will reject reports that do not comply with the given checks. With this release, you can ensure that the Wage report complies with the required checks. Now the application performs the checks on the archived data of the Wage report and displays violations, if any, in the Exception report.

3.21.3.2. Use New Tax Code 950

To comply with the legislative changes for 2009, you can now use the new tax code 950.

3.21.3.3. Use Labor Handicap Discount/Old Age Discount Changes

With this release, you can use the updated Labor Handicap discount and Old Age discount.

3.21.3.4. Use Tax table Changes for 2009

You can now use the updated user tables and global values, effective 1-Jan-2009.

3.21.3.5. Use Updated Dutch Wage Report

You can now report the National Holiday Gift Taxable Amount and Early Retirement and pre pension Taxable Amount, while you enter details in the Flat Rate Taxation EIT at the employer level.

3.21.3.6. Use ZVW Changes

Currently, the application calculates the foreigner rule (30%) tax adjustment for taxable income and ZVW income on income that includes the Life Savings Deduction and the Life Savings Withdrawal.

This release modifies the formulae for the foreigner rule (30%) tax adjustment to enable the application to calculate adjustments after excluding the Life Saving Deduction and the Life Savings Withdrawal from the actual income. However, the application continues to calculate tax deductions and ZVW contributions using the final income after excluding the Life Savings Deduction and Life Savings Withdrawal.

3.21.3.7. Use the Updated Addressing Female Employee Field in the Person Window

You can now use a new value, Partner Name + Birth Name [s1], in the Addressing Female Employee field on the Person window.


3.21.4. Release 12.1.2


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


Oracle Payroll for Netherlands localization enables users to view an assignment’s costing details using the View Cost Allocation Page before running the Costing process.


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. Release 12.1 HRMS RUP5 3.21.5.1. Labor Cost Arrangement (LCA)

The Dutch Labour Cost Arrangement (LCA) allows an employer to pay employees tax free labour amounts without justification. However, when the total of payments for an employer exceeds the threshold, the employer must pay the LCA flat rate tax for the amount above the threshold. The LCA method is voluntary for years 2011 through 2013, but becomes mandatory beginning in 2014. During the voluntary period an employer may use it, for example, in 2012 and then switch back to the current legislation in 2013.

This release delivers a new seeded balance 'LCA Payments' which feeds the LCA Payments, a new Additional Organization Information 'Labour Cost Agreement' (into which details must be entered to enable LCA computation), and the new concurrent program 'Dutch Labour Cost Agreement Audit Report' which produces a PDF explaining the LCA computation.

The Dutch Wage Report Generator uses the Organization Information and Balance values for each period to derive the LCA tax and archive it. Users must data lock one wage report archive for each period. The Dutch Wage Report then reports the archived value in tag EhOvsFrfWrkkstrg.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (New Zealand) 53

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. Oracle HRMS (New Zealand)

3.22.1. Release 12.0.3 (RUP3)

3.22.1.1. Contribute and Report the KiwiSaver Deductions to Inland Revenue

Employers and employees may contribute to the KiwiSaver scheme. Employers are exempted from paying Specified Superannuation Contribution Withholding Tax (SSCWT), if they contribute to the KiwiSaver on the behalf of their employees. Employers report and submit details of KiwiSaver contributions and deductions to the Inland Revenue Department(IRD). Oracle HRMS for New Zealand provides element, balances, and balance dimensions to enable you to process and calculate these KiwiSaver deductions.


3.22.2.1. Comply with Latest Statutory Updates for October 2008

This release complies with the following statutory changes effective from 1-October 2008:

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (Norway) 54

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

3.23. Oracle HRMS (Norway)

3.23.1. Release 12.0.3 (RUP3)

3.23.1.1. Use the Documents of Record Functionality to Store Document Information

You can use the updated Documents of Record Self-Service functionality to store document information. You can now capture information specific to the Document Type Follow-up Plan.

3.23.1.2. Use the Modified NUS-2000 Code for the Employee's Qualification Type

You can now use the value set for the NUS-2000 Code field and add appropriate meanings for the qualification type.

3.23.1.3. Process Holiday Pay for Your Employees

You can record various holiday absences for employees and administer holiday pay. You use the Absence Entry window to record different absences and other absence-related information, and then run the payroll to calculate the holiday pay.


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 Norwegian Tax Levy Deduction Report: View tax levy deduction details per payee for a given period

o Norwegian Union Due Deduction Report: View union due deduction details per payee for a given period

o 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 employee’s earnings and remunerations along with tax deducted information

Salary Statistics Report: Comply with Statistics Norway and submit reports in their approved format


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.


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.




3.23.1.16. 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

You can also:

Estimate the employer’s pension premium and the Employer’s Contribution of pension premium per payroll run

Estimate the Agreement Based Pension premium per payroll run

Deduct the employee’s pension contribution per payroll run

Enable an element for entering actual paid collective pension (Employer’s part) per employee



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.



3.23.2.1. Comply with Legislative Changes for 2007/2008

This release delivers the legislative updates for 2008. Now, you can:

Use the following updated reports and XML files:

o Norwegian End of Year Employee Certificate Report

o Norwegian End of Year Employer Contribution Summary Report

o Norwegian End of Year Employee Certificate XML File

o Norwegian End of Year Employer Contribution XML File

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 Union dues pre tax deduction amount

o Free company cars

o Free boarding and lodging

o Tax authorities threshold rate for withholding tax on overnight travel

o Tax free card threshold amount

o Interest rate and preferential loans

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (Romania) 59

3.24. Oracle HRMS (Romania)

3.24.1. Release 12.2

3.24.1.1. Employee Identification

Romanian legislative requirements for name and address format, CNP (Cod Numeric Personal’) – Numerical Personal Code, identity documents, back account details, medical assessment etc. will be supported.

3.24.1.2. Employment

This section comprises customized attributes related to different forms of employment and the main clauses in the labor contracts: contract categories, job titles as required by the Romanian legislation: COR (‘Clasificarea Ocupatiilor din Romania) – the Classification of Occupations in Romania, different working conditions will be supported.

3.24.1.3. Organizations

Attributes defining the employer in the Romanian legislative context, for statutory reporting purposes: reporting entities, comper’s juridical, organizing and paroperty forms and official activity area codification (CAEN) will be supported.

3.25. Oracle HRMS (Saudi Arabia)



The core payroll process, Payroll Exception Report, is now available for Saudi Arabia.

3.25.2. Release 12.1.2


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.


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,

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (Saudi Arabia) 60

navigate to the ‘View Payroll Process Results’ window, select the completed magtape process and click the ‘View Output’ button


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.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (Singapore) 61

3.26. Oracle HRMS (Singapore)

3.26.1. Release 12.0.3 (RUP3)

3.26.1.1. Use Revised Foreign Workers Levy Rates and New Permit Categories

Beginning 01-Apr-2007, employers employing workers in the construction and process industry, who are exempted from the Man Year Entitlement (MYE), have to pay a Foreign Workers Levy (FWL) to the Central Provident Fund (CPF) board.

3.26.1.2. Comply with New Regulations of the Central Provident Fund

Beginning 1-Jul-2007, the Central Provident Fund (CPF) regulations have changed. The Oracle payroll application enables you to comply with these regulations and contribute to the CPF.


3.26.2.1. Comply with the Latest SDL Updates

From 1 October 2008, the Skills Development Levy (SDL) Act makes it compulsory for employers to contribute SDL for all employees up to the first $4,500 of gross monthly remuneration at a levy rate of 0.25%, subject to a minimum of $2, whichever is higher. For employees whose employment commences and ceases in the same month, the SDL is zero. Oracle HRMS complies with these changes for SDL contributions and calculations.

3.26.2.2. Use the Updated IRASLine Format

From 01 Jan 2009, the IRASLine file specification is changed to version 5.0 to comply with the statutory update for IRAS Original Submission 2009. The changes include the following:

New IRAS Date of Incorporation (for ERIS Start-ups) - required for A8B Header

Use Surveillance System instead of Amplifier within the Furniture Expenses

New Stock Option Type – NSOP and validation of the number of A8B shares

New File No on the A8B

Changed address style

Changed formats for IR8A, IR8S, A8A, A8B files

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.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (Singapore) 62

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 employee’s 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 employee’s personal particulars, such as address, date of birth, etc.

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 = $25,000 Original Transmission = $21,000 Amended record should be shown as "$4,000"

• Actual Bonus = $6,000 Original transmission = $8,000 Amended record should be shown as "-$2,000"

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (South Africa) 63

3.27. Oracle HRMS (South Africa)

3.27.1. Release 12.0.3 (RUP3)

3.27.1.1. Generate and Submit Workplace Skills Plan Reports

With R12.0.3, you can now generate and submit Workplace Skills and Annual Training Reports annually to your SETA. Submitting the Workplace Skills Plan Report results in a 15% refund of the Skills Development Levies employers pay annually. Submitting the Annual Training Report can result in an additional 45% refund.

This feature includes the following:

Workplace Skills Plan Setup and Maintenance process

Workplace Skills Plan Preprocess

Workplace Skills Plan Report

ZA SDF Information organization type

3.27.2. Release 12.0.4 (RUP4)

3.27.2.1. UIF Annual Limit

Oracle HRMS South Africa now supports statutory changes to the increase in the annual Unemployment Insurance Fund (UIF) earnings limit and the official interest rate. The updates are as follows:

Global value for Annual UIF Limit is now R149736 with effect from 1 October 2007.

Global value for Official Interest Rate is now 11% with effect from 1 September 2007.

3.27.3. Release 12.0.5 (RUP5)

3.27.3.1. Comply with Statutory Updates for End of Year (EOY) 2008

Oracle HRMS supports statutory changes for End of Year 2008 for South Africa, which include:

Budget Speech changes for the 2008-09 tax year

Tax Year End 2008 changes


3.27.4.1. Use the Updated Official Interest Rate (effective September 2008)

You can now use the updated Official Interest Rate, effective from 01-Sep-2008.

3.27.4.2. Use the Updated Official Interest Rate (effective March 2009)

You can now use the updated Official Interest Rate, effective from 01-Mar-2009.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (South Africa) 64

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


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.


Oracle Payroll for South Africa localization enables users to view an assignment’s costing details using the View Cost Allocation Page before running the Costing process.


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 (Spain) 65

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. Release 12.1 HRMS RUP5 3.27.7.1. Tax Register Report (XML)

This release delivers two new Concurrent Programs: "Tax Register Report Archiver" and “Tax Register Report (XML)” for South Africa legislation. Together, they generate the new Tax Register Report in PDF format using BI Publisher technology. The report can be run in multiple threads and has been designed to improve the performance of the Tax Register Report. The new concurrent programs have been added to the request groups: “ZA HRMS Reports & Processes” and “ZA SHRMS Reports & Processes”.

3.28. Oracle HRMS (Spain)


3.28.1.1. Use the Updated NIE Format

Statutory updates support the new NIE format. You can now enter 8 digits NIE number instead of 7.

3.28.1.2. Share CAC Numbers at New Levels

You can now share CAC numbers at the following levels:

Amongst Work Centers

Between the Work Centre and Legal Employer

Contribution Account Type with Work Centre Details

3.29. Oracle HRMS (Sweden)

3.29.1. Release 12.0.3 (RUP3)

3.29.1.1. Process Holiday Pay for Your Employees

You can record various holiday absences for employees and administer holiday pay. You use the Absence Entry window to record different absences and other absence-related information and then run the payroll to calculate the holiday pay. You can process the holiday pay that the employees accrue based on the different kinds of earnings and remuneration they earn in the holiday year.



Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (Sweden) 66

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. Release 12.0.5 (RUP5)

3.29.2.1. Generate and Submit ALECTA Report

You can now generate and submit the monthly ALECTA report to the tax authorities. Use this report to submit details of salary changes, terminations, new employees, and internal movement of employees within a group of companies.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (UAE) 67




3.29.3.1. Use Updated Tax Tables and Tax Declaration Report

Use the updated Tax Tables and Tax Declaration Report for Sweden, modified to comply with legislative changes for 2009.

3.29.3.2. Use Updated Income Statement Reports and KU Reports (End of Year Changes 2009)

You can now use the Income Statement Reports and KU Reports updated to comply with End of Year Changes for 2009.

3.30. Oracle HRMS (UAE) 3.30.1. Release 12.0 HRMS RUP7


The core payroll process, Payroll Exception Report, is now available for UAE.

3.30.2. Release 12.1.2


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.


Oracle Payroll for UAE localization now enables users to easily access the magnetic tape output files (.mf and .out) from the application.


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.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (UK) 68

3.31. Oracle HRMS (UK) 3.31.1. Release 12.0.3 (RUP3)

3.31.1.1. No Longer Need to Specify the National Identifier When Hiring Employees in SSHR

When using Self-Service HR, the National Identifier field is no longer mandatory in the Hire Employee process flow.

3.31.1.2. Calculate Accurate Average Earnings for Employees with Multiple Assignments

Oracle Payroll now calculates accurate average earnings for employees with multiple assignments when one of the assignments started after the qualifying period.

3.31.1.3. Generate Accurate Payroll Calculations Subsequent to Performing a Reverse Payroll Run

To view a payroll run in the Reversals form, you must set the session date to be on or after the effective date of the run you want to reverse. However, this can cause conflicts for positive offset payrolls, because you would have to set your session date to a date into the next period. That session date would then be used to calculate the Time Period ID of the reversal action (the period start and end dates must span the current effective date). Oracle Payroll would then select the next Time Period ID to be the reversal Time Period ID for a run in the prior time period.

In R12.0.3, you can now use the session date to be the date paid of the run’s payroll action (to view the run action). When you reverse it, Oracle Payroll chooses the same Time Period ID for the reversal as for the run.

When doing a reversal with a positive offset payroll, set your session date to be equal to the date paid (effective date) of the run you wish to reverse. This ensures the effective date and Time Period ID are correct.

3.31.1.4. Display Accurate Details in the Payroll Summary Report

The Payments Summary Report no longer includes values from the previous pay period when running against a positive offset payroll. This occurred when the payment date of the previous period fell into the current period.

3.31.1.5. Accurately Employ Adjustments Against Court Order Elements

Oracle Payroll now correctly applies “Replace” type adjustments made against COURT ORDER elements for the first month’s payroll process and all subsequent payroll runs.

3.31.1.6. Specify Average Earning Amounts for Maternity Pay

You can now manually specify average earnings in the Average Earning block on the Statutory Payments form for rehired employees whose qualifying week fell into the previous period of employment.

3.31.1.7. Display the Correct Week in the Pay Advice Report

For positive offset payrolls, the Pay Advice report now correctly displays the correct week. For example, “49” for week number 49, rather than “50.”


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 non-recurring 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. Release 12.0.5 (RUP5)

3.31.2.1. Use the New NUVOS Pension Scheme to Comply with Recent Statutory Updates

A new legislation has come into effect from 31 July 2007 that introduces a new pension scheme called NUVOS. All new entrants, employed within the public sector, who enroll in a pension scheme on or after 31 July 2007, are eligible to join this new pension scheme. Oracle HRMS supports changes to implement this new Penserver Scheme.

3.31.2.2. Use the New Local Government Pension Scheme (LGPS) to Comply with Statutory Changes

To support the statutory changes coming into effect from April 1, 2008, Oracle HRMS for UK delivers a new method to calculate employees' pensionable pay and process pensionable contribution for the local government pension scheme (LGPS).

With this release, Oracle HRMS calculates contractual pensionable pay for each assignment using the applicable historic rates and other applicable calculations. The application uses the contractual pensionable pay to process pension contribution.

3.31.2.3. Comply with Statutory Changes to P46 Car EDI

Employers are required to submit details of all company cars to the HMRC on a quarterly basis. You can do this either on paper, using form P46 (Car) or electronically. Oracle HRMS provides functionality to allow customers to submit the P46 (Car) information through EDI, using the message type P46CAR.

3.31.2.4. Comply with Statutory Updates to P14 EDI

Oracle Payroll now supports changes to the P14 EDI process to comply with the HMRC Implementation guideline document. The document requires these changes to validate the data and output in GFF File format.

3.31.2.5. Comply with Pre-Budget Statutory Updates

On 9 October 2007, the Chancellor of the Exchequer delivered the pre-budget report. The new figures affect certain calculations within UK payroll systems, national insurance, and statutory payments. Oracle Payroll implements these changes with effect from 6 April 2008.

Oracle Payroll also supports changes to the calculation of PAYE, announced in the budget statement in April 2007, with effect from 6 April 2008 to ensure continued compliance with the UK legislation for 2008/ 2009 tax year. All UK Payroll customers require these changes, which are as follows:

Changes to National Insurance Thresholds

Timing LEL ET UEL

Weekly 90.00 105.00 770.00


Monthly 390.00 453.00 3337.00

Yearly 4680.00 5435.00 40040.00

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 06-Apr-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.



3.31.3.1. Comply with Recent Statutory Changes


P14 EDI - include changes to header, tax year-end, and Recipient ID as well as changes to the Year End Reconciliation Report.

P60 Report - effective April 2009, Oracle Payoll will no longer support the Year End P60 Report Type A, Year End P60 Report Type LE (only the postscript format), Year End P60 Report Portrait (only the postscript format versions of the P60 reports. You can however, continue to run the PDF format for the Year End P60 Report Type LE (PDF) and Year End P60 Report Portrait (PDF) reports.

Pre-Budget Changes for 2009-2010 - these include changes to:

o National Insurance Thresholds

o Changes to PAYE Rates

o Changes to Statutory Payments Rates

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 P45PT3 EDI Process V5 - pre 06-Apr-2009

o P46 EDI Process V5 - pre 06-Apr-2009

o PENNOT EDI Process V5 - pre 06-Apr-2009

o 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 P45PT3 EDI Process V6

o P46 EDI Process V6

o P46PEN EDI Process V6 (PENNOT)

o 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 The calculations for 2008/09 use 365 days as a basis.

o The interest rate in the calculation of loans is now 6.10%.

o A new fuel type G available for cars capable running on E85 fuel (bioethanol).


o 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 P45 (Laser-Sheet)

o P45 (online) - Plain paper A4 Computer generated version

o 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.


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.


Oracle Payroll for UK localization enables users to view an assignment’s costing details using the View Cost Allocation Page before running the Costing process.


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.



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

b) Change the tax basis

c) Change the NI director processing flag

d) Uplift the tax code


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


3.31.6.1. New Manager SSHR Region to Record Evidence for Sickness Absence

A new Manager Self-Service Region is now available on the ‘Create Absence’ page that enables a manager to enter or update the Evidence information on sickness absence.

This was previously only available in the Professional User Interface for the UK legislation.

Using this extended functionality in SSHR, managers can:

• Create new Evidence information records for a sickness absence

• Update existing Evidence information records for a sickness absence


3.31.7.1. Payroll Groups

Currently payrolls are processed individually. With this enhancement enterprises will have the ability to process multiple payrolls as a group.

New User Interface is provided to define the payroll groups. Additional concurrent programs for Payroll Run, Pre-Payments, Retropay, BACS Process, Cheque Writer Process, Payslip Generation are delivered. These new concurrent programs contain parameter for Payroll Group.


The existing functionality of Payroll Processes will remain the same. If only the Multi-Payroll 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

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle HRMS (US) 76

3.32. Oracle HRMS (US) 3.32.1. Release 12.0.4 (RUP4)

3.32.1.1. Use Ethnic Categories Recognized by Agencies for EEO-1, EEO4, EEO5, and IPEDS Reports

EEOC introduced the Ethnic Origin category ‘Two or More Races’ for 2007 EEO-1 reporting. The agency reports for EE04, EEO5, and IPEDS do not recognize this category and use the previous ethnic categories. To ensure that your reports cover all employees, you can now run exception reports to identify and correct invalid entries. The EEO4, EEO5, and IPEDs exception reports list the names of employees and their assignment numbers. The exception report also cites the reason for the invalidating employee records. After completing any missing information, you can run the final reports.

3.32.1.2. Obtain VETS-100 Reports Based on the Previous Year

When you produce the VETS-100 reports, you must create a report that covers the previous 12 month period. To ensure that the report covers the appropriate time span, this release replaces the date fields (Report From Date and Report To Date) with the date on which the 12 months conclude: 12 Month Period End Date. The field change affects the following reports:

VETS-100 Suite Of Reports

VETS-100 Veterans Employment Report

VETS-100 Consolidated Veterans Employment Report

VETS-100 Veterans Employment Report - all estabs

VETS-100 Employment Listing

Electronic VETS-100 Report

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


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 element’s 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. Release 12.0.5 (RUP5)

3.32.2.1. Comply with State of Maryland - W-2 Magnetic Media Updates

Updates have been applied to comply with the State of Maryland (MD) revised RE record specification for the State W2 magnetic media.

3.32.2.2. Comply with Social Security Administration Changes

Magnetic Media Reporting and Electronic Filing (MMREF) publications have been renamed to Specifications for Filing Forms W-2 Electronically (EFW2), formerly MMREF-1. All references to MMREF have been replaced with EFW2.

3.32.2.3. Comply with JIT and School District Updates

JIT (Jurisdiction Information Tables) and School District tables have been updated to comply with Vertex tax changes.



3.32.3.1. Correctly Print Multiple Child Support Attachment Numbers and Amounts on Third Party Checks and Third Party NACHA Output

Functionality has been enhanced to ensure that amounts and attachment numbers are correct for third party checks and third party NACHA output when the employee has more than one wage attachment and all are attached to the same pay method.

3.32.3.2. Overr ide Garnishment Minimum Wage Rules and Factors to Comply with non-Standard Involuntary Deduction Requirements

This new feature provides the flexibility to define the Minimum Wage "Rule" and "Factor" at the Element Extra Information level and have garnishments deducted as per the specified rule. You now have the option to use State Minimum Wage or Federal Minimum Wage and a Factor of Federal or State Minimum Wage to comply with consumer credit and judgment type wage attachments. As an example, you will now be able to comply with a new consumer credit category recently instituted by the state of Iowa that creates an exemption of 40 times Iowa minimum wage and a judgment category that creates an exemption of 30 times Iowa minimum wage.

3.32.3.3. Create Custom BI Publisher Templates for Payroll

This new feature provides the flexibility of choosing a custom template group while running certain XML based Payroll reports such as XML Checkwriter and Local Year End Interface Extract.

3.32.3.4. Use New Retro Overlap Functionality

A new mechanism, Retro Overlap, has been introduced to eliminate overlaps in Retropay processing. This mechanism uses balance adjustments to self adjust the balances within Retropay to ensure that they are correct at the time of recalculation while also potentially improving performance.

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-2’s

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.


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.


3.32.6.1. New XML-Based Third Party Check Writer Process

The Third Party Check Writer process is now XML-based, meaning it can be used to produce third party checks in PDF format based on either the delivered template or a custom template according to business needs. This has been forward ported to R12.2.2.

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.


3.32.7.1. Employees Can Now Model Their Paychecks Online! 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

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle iRecruitment 80

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. Oracle iRecruitment 3.33.1. Release 12.0.3 (RUP3)

3.33.1.1. Automatically Enroll New Hires into Compensation Plans Included in their Jobs Offers

Until now, when HR professionals hired iRecruitment applicants as employees, they manually enrolled the new hires in the compensation plans offered to them. In this release, HR professionals can automatically enroll new hires in the compensation plans included in their offer letters by running the new iRecruitment Create Enrollment Process. This program processes the compensation plans associated with an offer and creates the enrollment records for the employee.


3.33.2.1. Use the Changed Vacancy Status Field When Creating or Updating Vacancies

With this release, the following values are not available to managers in the Status field, when they update or search for vacancies:

Pending

Unapproved

Rejected


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


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.


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.


• 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.


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).


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 candidate’s 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


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.


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.


3.33.6.1. View Application Details of a Hired Applicant

Hiring managers and recruiters can now view application details of hired applicants. This change helps managers and recruiters to view:

• Complete job application history of a hired applicant

• Referral details to award referral bonuses

• All applications submitted by an applicant including the hired application

• Other additional information and enterprise specific details configured via flexfields.

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 LOV’s 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


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 LOV’s for Vacancy Statuses, Application Statuses and Application status change reasons.


3.33.7.1. Access to internal job site for contingent workers With this release, Contingent Workers can search and apply for internal jobs using iRecruitment. Contingent workers can track their job applications, interview schedules, communicate with the recruiters, and receive job offers online. Enterprises can assign the iRecruitment Employee Candidate responsibility or, any custom employee candidate responsibility having appropriate Employee Candidate permissions. Depending on the business requirements, enterprises can enable contingent workers to apply for internal, external or both internal and external jobs.


3.33.8.1. Applicant Time Resume

With this release iRecruitment provides an option for hiring managers, recruiters, and agency Users to view resumes uploaded at the time of submitting job applications. Document uploaded at the time of Job application is referred as ‘Application Time Document’. Prior to this release, latest resume for the application was displayed in the View Applicant page. Two new Application Time Resume and Application Time Resume Preview columns are available on the pages to enable managers or recruiters to view resumes added by applicants at the time of job application. These columns are hidden by default and can be enabled using the OAF Personalization feature. Users can enable these columns by setting the appropriate property to ‘True’ in personalization page.


3.33.8.2. Administer Assessment in Multiple Languages

With this release assessments can be created and administered in more than one language. Candidates can attempt the registration or application test based on their preferred language, if the assessment is configured for their preferred language. iRecruitment displays assessment results based on the language the candidate has attempted the test. In addition to the assessment results, they can preview applicants' resumes or download resumes to gather further information.



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.


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.


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.



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.


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.


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.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle iRecruitment Extensions for Oracle Endeca 92

3.34. Oracle iRecruitment Extensions for Oracle Endeca 3.34.1. Release 12.1.3+

3.34.1.1. Job Search for Candidates

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.


3.35. Oracle International HR and Payroll


3.35.1.1. Support for Payroll Archiver

The Payroll Archiver is a Multi-threaded core functionality and it is used to create a snapshot of information based on existing pre-payment actions, which then forms the data source for post payroll processes like Check Writer and Online Payslip.

3.35.1.2. Online Payslip

The Online Payslip functionality enables the employees to view their payslip though Employee Self Service Responsibility. Customers can configure the seeded template to

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle Labor Distribution 93

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.

3.36. Oracle Labor Distr ibution

3.36.1. Release 12.0.3 (RUP3)

3.36.1.1. Use Employee Work Schedules to Distribute and Encumber Labor Costs

In Oracle Labor Distribution, Monday to Friday are considered business days and the labor cost is distributed only on these days even if an employee works during a Saturday or a Sunday. Employees in an organization may work on varying schedules; for example, an employee may work Saturday through Wednesday, and another may work Monday through Friday. With this new functionality customers can have Oracle Labor Distribution distribute and encumber labor costs based on the work schedules of the employees.

Customers can also configure Oracle Labor Distribution to distribute and encumber the hours an employee worked during a payroll time period. They can import any element containing hours and costed in Oracle Payroll into Oracle Labor Distribution to distribute the costs using this new feature.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle Labor Distribution 94

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. Release 12.0.5 (RUP5)

3.36.2.1. Rollback Create Distribution Lines Process for All Periods by Providing the Highest Time Period Name

When you import multiple periods together, the Create Distribution Lines process runs only on the maximum time period among them and automatically pulls in all the other periods. However, the Rollback CDL process needed the periods separately to do a rollback. With this release, you can enter the higher time period name to rollback CDL for all other periods as well. This is useful to rollback CDL for multiple periods that you imported together. To accommodate this change, the application now uses the rollback based on the maximum time period value in the Rollback Concurrent Program, which in turns rolls back the child periods as well.

3.36.2.2. Use New Predefined Salary Cap Rates

You can now use new predefined salary cap rates for 2008. You use salary caps for sponsors to enable the Create Distribution Lines process to determine excess funds.

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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.


3.36.4.1. Archive and Retrieval processes for Pre-Gen Distribution Interface

PSP_DISTRIBUTION_INTERFACE table stores all the records that are part of Pre-Gen batches created in Labor Distribution product, irrespective of the validity and the status of the records. This causes performance problems when the data is queried from the UI, especially when data grows huge on long runs. Hence, this requires a set of archive and retrieve processes to reduce the volume of the data on this transaction table PSP_DISTRIBUTION_INTERFACE and to pull back the data on to the table on demand.

Set of Archive and Retrieval processes have been created for this purpose, namely ‘PSP: Archive Pre-Gen Distribution Interface’ and ‘PSP: Retrieve Pre-Gen Distribution Interface’. These processes archive the data to the archival table PSP_DISTRIBUTION_INT_ARCH and retrieve the data back to transaction table PSP_DISTRIBUTION_INTERFACE when ever required. Thus the performance is improved on the PRE-GEN form while querying records yet to be transferred to PSP_PRE_GEN_DIST_LINES table.

3.37. Oracle Learning Management 3.37.1. Release 12.0.2 (RUP2)

3.37.1.1. Check Duplicate Contacts for External Learners

In Learning Management Release 12, if a learner’s name is manually entered in the Enrollment Details Form, as opposed to being selected from a list of values (LOV), there is a possibility that a duplicate contact entry will be created due to a missing validation check on manual entries. With RUP2, a validation has been added to check for matching names. When a duplicate entry is identified, the administrator will receive a warning message and the new contact will only be created if approved by the administrator.


3.37.2. Release 12.0.5 (RUP4)

3.37.2.1. Use Keywords to Search for Courses in OLM

In addition to the course name, the basic search and advanced search features now use keywords to search for courses. A new 'Keyword' search field is available on the Advanced Search page.

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.


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.


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, un-enroll 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 learner’s 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.


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 administrator’s 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 learner’s competencies. This feature saves administrators’ time as they don’t 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.


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 don’t 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.



3.37.6.1. SCORM 2004 compliance

SCORM is the standard governing the interaction between a LMS and the content being played on the LMS. OLM is now SCORM 2004 edition 4 compliant.

SCORM 2004 compliant content can be imported and played in OLM, and content can be exported from OLM in SCORM 2004 format. OLM now also covers all optional CMI calls in SCORM 1.2.

The Player outline tree in the Player will reflect the current sequencing tracking status as defined in the content at all times. The Player outline will, based on sequencing activities that occur as a result of content tracking, dynamically update in order to determine which content objects are active and which are not active.

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.


3.37.7.1. Enhanced Learner access using eligibility profiles

Eligibility profiles have been in other applications within Oracle HCM like Advanced Benefits, performance management etc. This eligibility profile functionality is now also available in OLM.

It is now possible to define eligibility profiles specifically for OLM and use these to define learner groups in OLM. One or more eligibility profiles can be entered as components when defining a learner group.

This new functionality greatly enhances the way in which the OLM administrator can define a learner group and thereby who should have access to training in OLM.

It is now possible to use criteria such as competencies; gender; person type; location; grade and length of service (to mention a few) through eligibility profiles when defining learner groups and use that to give access to training


3.37.8.1. Automatic Certification Subscription

With the new Automatic Certification Subscription functionality it is possible to automatically subscribe Learners to a Certification on an ongoing basis.


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.


3.37.8.2. Integration to “Oracle Webcenter content”

“Oracle Webcenter content” (OWcc) is Oracle’s 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 Learner’s competence profile is updated with the Certification specific competences when he manually sets the Learner’s Certification subscription status to “Certified”.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle Learning Management Extensions for Endeca 103

This brings the manual update of a Learner’s 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.


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.


3.38. Oracle Learning Management Extensions for Endeca

3.38.1. Release 12.1.3+

3.38.1.1. New Search and Browse

Learning Management Extensions for Endeca is a new addition to Oracle Learning Management, giving you better search and browse possibilities when searching for new learning in the course catalog. With Learning Management Extensions for Endeca you can browse through the complete course catalog while using search words and filters to narrow down your search results until you have found the training you are looking for. Applying filters to your search result will make it much easier to focus on the offerings that are interesting to you – no need to browse through lots of classroom-based training if you are looking for online content! Learning Management Extensions for Endeca requires a separate license. Without this license the current browse and search functionality will be available. This feature is forward-ported to R12.2.2.

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3.39. Oracle Payroll

3.39.1. Release 12.1.1

3.39.1.1. Approval Mechanism for Manager Self Service - Assignment Costing

Currently, when Managers edit assignment-costing information for their sub-ordinates, the changes are applied permanently onto employees' assignments without any approval.

This enhancement provides a way to configure approvals to control ad-hoc employees’ assignment costing updates. When a manager makes modification on employees’ assignments costing details, an approval notification can be sent to an Approver based on Custom Workflow Settings. Only on approval of this notification, the changes are reflected in employees' assignment records.

3.39.1.2. Upgrade of Historical Costing Data to Support Subledger Accounting

Payroll costing details that have been posted already to Oracle General Ledger prior to Oracle Subledger Accounting Release 12 functionality need to be migrated for synchronization. A new concurrent program ‘Upgrade Historical Payroll Data to SLA’ is available to perform easy migration of historical costing data to Subledger Accounting.

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.


3.39.3.1. Quick-Retro Pay

From this release, users can process Retro Pay for a single assignment using the new concurrent process ‘Quick Retro Pay’. Quick Retro Pay is based on Enhanced Retro Pay.

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.

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3.39.4. Release 12.1 HRMS RUP6 3.39.4.1. Void Check Process

Processes such as Void and Re-issue or Void and Cancellation need to be run in a sequential order. This enhancement automates the process of running one or more processes as a single flow and enables users to void a check and then reissue or cancel the check as a single process. Users can run the Void Check process for a particular payroll, payment method, or payment type or for different assignment actions of different payrolls. It also enables voiding a large number of checks being processed by a single Check Writer run. This feature is forward-ported to R12.2.2.

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. Oracle Per formance Management 3.40.1. Release 12.0.4 (RUP4)

3.40.1.1. Manage Offline Appraisals

Main appraisers, appraisees, and other participants can download in-progress appraisals in Microsoft Excel format, to update the appraisals without connecting to the application (for example, away from the workplace), and upload them later. This feature gives them the time and privacy to complete either their own or other workers' appraisals.

3.40.1.2. Web ADI Support for Succession Planning Data Update

Oracle HRMS delivers a new Maintain Succession Plans function with the predefined Manager Self-Service responsibility. This new function supports a Web Applications Desktop Integrator (Web ADI) spreadsheet that managers can use to retrieve and update the succession information that is stored in the succession planning tables.


3.40.2.1. 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


3.40.2.2. 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.


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 31-Dec-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 Performance Management Appraisals in the Appraisals Function

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.


3.40.3.4. Reference to Talent Management Replaced with Performance Management

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


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:


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


3.40.6.1. Performance Administrator enhancements

Oracle Performance Management delivers enhancements to improve operational efficiency and usability for plan administrators. Performance Management Plan administrators can now:

a. Execute a specific business process, a combination of processes or all processes when republishing a plan based on their business needs. The following processes are available:

i. Reallocate updated objectives with original objectives from the objectives library

ii. Reevaluate plan population based on the eligibility profile and HR Changes.

iii. Refresh scorecards based on changes in eligibility and include additional objectives into the scorecards

iv. Reset scorecards status to resume objective setting

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.



3.40.7.1. Perform Mass Change of Appraisers

Using the Mass Change Main Appraiser feature HR Professionals can perform a mass change of main appraiser of performance management plan appraisals and appraisals created using the Appraisals function in a single transaction. When HR Professionals search for performance management plan appraisals or standard appraisals to perform a mass change of main appraisers, the application by default retrieves records where the main appraiser in the worker’s appraisal is different from the current supervisor in the worker’s assignment record. If the main appraiser in the worker’s appraisal is the current supervisor and the HR Professional wants to do a mass change of main appraiser to some other main appraiser, then the HR Professional has the ability to make this change as well. This feature is forward-ported to R12.2.2.

3.40.7.2. Use Configurable Print Options to Print Appraisals

Oracle Performance Management provides a configurable and flexible print option to print appraisals. Managers and employee can choose the Print or Print All option to print their completed and in-progress appraisals. When they select the Print option, users have the flexibility to select the form layout or the table layout to print the required appraisal details. Users can further select the appraisal sections that they want to print and these appraisal sections are based on the appraisal template configurations. The print options are available for both performance management plan appraisals and standard appraisals, in the Appraisals In Progress and Completed Appraisals tables. Customers can use the predefined ‘Appraisal Printable Template’ which is an Oracle XML Publisher RTF template to print appraisals in the PDF format or create their own RTF template as per their business requirements. This feature is forward-ported to R12.2.2.

3.40.7.3. Use New Questionaire Administration Feature

A Questionnaire Administration-New function is now available in the HR Professional responsibility. Using this new function, HR Professionals have the ability to:

a. Create questions and specify the following options for the answers to the questions:

i. Free text

ii. List of values

iii. Drop-down list value or

iv. Long text

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.


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.

3.41. Oracle Self Service Human Resources (SSHR) 3.41.1. Release 12.0.2 (RUP2)

3.41.1.1. Allow Transition Initiator to Delete “Pending for Approval” Transactions

In Release 12, when a manager or employee submits a transaction for approval in Self-Service Human Resources, no further action is allowed by the initiator while the transaction is pending approval, preventing users from deleting inaccurate transactions. RUP2 introduces a new system profile that, when enabled, allows the initiator of a transaction to delete a transaction at any level in the approval chain while it is pending approval.

This feature can be enabled using the new system profile HR:Enable Initiator to Delete a Pending-Approval Transaction. When the profile is set to “Yes,” the initiator of a transaction will be allowed to delete “Pending for Approval” transactions. When the profile is set to "No," the initiator will not be allowed to delete “Pending for Approval” transactions.

3.41.1.2. Self-Service Change Pay Rate Functionality

Self-Service Human Resources (SSHR) Release 12 does not provide the ability to alter a future salary adjustment, nor does it support multiple future salary adjustments. These limitations are especially problematic in cases of guaranteed salaries where a manager must obtain approval for multiple salary adjustments on future dates. (For example, a company may guarantee an employee a 5% salary increase every 6 months for the next 2 years).

In RUP2, Change Pay Rate functionality has been enhanced to:

Allow multiple pay actions (Create/Update/Delete) as part of one transaction

Support Salary Basis change (with option to restrict)

Display Employee Pay Change History

Propose future base salary changes

Update future base salary (where payroll has not been processed)

Delete one or more future base salary changes (where payroll has not been processed)


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.


3.41.2.1. View Accrual Balances for Employees Across Business Groups

As a manager, you can now view accrual balances for employees across business groups.

3.41.2.2. Avoid Errors When Routing Approvals in Oracle SSHR

Currently, workflow transactions that use the SSHR approval process "Notification process for approvers and notifiers" end in errors for the following reasons and users cannot track such transactions:

When an approver does not approve a transaction within the time period, the workflow updates the corresponding Oracle Approval Management (AME) transaction type with the No Response status. Then, the workflow tries to route the notification to the approver's supervisor based on the approval chain. If the supervisor is not available, then the workflow displays an error.

If the AME transaction type is incorrectly setup, then the workflow cannot route transaction for approvals. This happens because the workflow uses the list of recipients defined in the transaction type.

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.


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 employee’s 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 employee’s 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 employee’s 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


• 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


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 manager’s hierarchy. The employee’s photograph is also displayed in the popup. The employee information pop up is also shown to managers for employees in the manager’s “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


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 Self-Service 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 Self-Service

• 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:


• 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 pop-up

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 pop-up

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.


3.41.7.1. Support for Parallel Approvals in SSHR Using Oracle Approvals Management (AME), enterprises can set up approval groups for parallel approvals in Oracle SSHR. Parallelization is enabled at the Member level in the approval groups and the 'First Responder Wins' voting method is supported. When a self-service transaction that uses the AME rule with ‘First Responder Wins’ voting regime is submitted, the application a. Sends the approval request to all members of the approval group. b. Allows any member of the approval group to approve, reject or return the transaction for correction to the transaction initiator. c. Displays an Action History region in the approval notification of the transaction to enable all members of the approval group to know the latest status of the transaction. The Action History region displays the name of the approver, the date when a member of the approval group acted on the transaction, and comments if any. The changes made by the transaction initiator are updated in the database when any member of the approval group approves the transaction.

3.41.7.2. Organization Chart Oracle SSHR provides a new ‘Organization Chart', which greatly enhances the user interface that managers use to view their hierarchy. Details of workers in the manager's hierarchy are displayed in the form of panel cards. The application supports different hierarchy viewer layouts. Using the Organization Chart, managers can:

a. View Contact, Employment and Salary information of workers in their hierarchy.

b. Identify key high potential workers with succession plans, key high potential workers without succession plans, workers whose salary is above the specified grade range and below the specified grade range.

c. Launch self-service actions for workers.


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.


3.41.8.1. Launch Actions from a Side Navigator in Organization Chart or Talent Profile

Managers and workers can use either the Organization Chart Page or the Talent Profile page to launch Personal Actions or Manager Actions from a side navigator. The side navigator helps employees and managers to execute and complete multiple self service transactions for themselves or for their employees in their hierarchy without leaving the page.


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.


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 worker’s 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.


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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.

3.42. Oracle Succession Planning Oracle Succession Planning is a newly licensable product that is available for Oracle E-Business Suite 12.1.1 customers. Oracle Succession Planning includes the following three functions:

• Succession Plans

• Suitability Matching

• Talent Profile

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.


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 couldn’t 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 employee’s 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.


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.

3.43. Oracle Time and Labor 3.43.1. Release 12.0.2 (RUP2)

3.43.1.1. Automatic Days-to-Hours Conversion

In Time and Labor Release 12, users are restricted to entering their time in Hours because Oracle Projects does not support time entered in Days. In RUP2, Time and Labor introduces automatic days-to-hours conversion, so that users can enter Hours and Days within a single timecard and the system will convert the Days into Hours for Oracle Projects.

To utilize this feature, a user creates a Time Category including all elements requiring conversion from Days to Hours. The conversion factor (from Days to Hours) will be calculated by retrieving Normal Hours from Employee's Assignment and Number of Days in Assignment Frequency from OTL Preferences.

3.43.1.2. Mixed Format Entries

In Time and Labor Release 12, when the Self Service Preference to Allow Rules Evaluation preference is set to “Yes,” the application will not allow mixed time format entries. With RUP2, Time and Labor introduces an enhancement that allows users to enter mixed format entries for certain time elements, based on specific conditions. For example: Users can enter "Regular" as Start time and End time format (09:00 - 12:00) and "Lunch" as Number of hours (2 hrs) in the same time card.


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.


3.43.2.1. Use the Multi-Threaded Archive and Restore Process

You can now use OTL with multi-threading in the Archive Data Set Process enabled. Based on internal logic calculations, the Archive Data Set process decides the number of worker processes.

For more details of the new Multi-Threaded Archive and Restore Process, please refer to My Oracle Support note: 433929.1

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.


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 worker’s assignment. The CWK‘s 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.


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 hour’s 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 self-service Timecard Entry Layout page.

3.43.3.13. Enhancement to Preference Eligibility Criteria (Responsibility-based Preference)

OTL’s current preference eligibility criteria for a selected responsibility assign preferences to the user when they’ve 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.


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. Release 12.1 HRMS RUP5 3.43.6.1. Rollback Transfer Time from OTL to BEE process.

With this release, a new concurrent program is provided to rollback the payroll retrievals. This process is equipped to rollback all payroll entries transferred from OTL to BEE either in full or for a time card. This includes timecards transferred directly to Batch Element Entry (BEE) and timecards transferred through the Rules Evaluation Engine (OTLR) to BEE.

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. Release 12.1 HRMS RUP6 3.43.7.1. Enhanced Timecard Status Dashboard

Oracle Time and Labor has a functionality of ‘Missing Timecards Report’ to identify the number of timecards and details of the timecards with different statuses. This is an Administrator report and this kind of information is not available for a Supervisor from Self Service. This makes it difficult for a Supervisor to find the status of the timecards for a given group of employees for a specific timecard period. To facilitate this in the earlier releases Supervisor Time Card Dashboard was provided. In this release, ‘Timecard Start Time’ and ‘Timecard Stop Time’ fields are added as a part of search criteria. Supervisor can now search by giving range and does not require knowledge of recurring period. Recurring period is made optional. Supervisors can still use Recurring Period and Timecard Period fields for performing search.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle US Federal Human Resources 128


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. Oracle US Federal Human Resources 3.44.1. Releases 12.0.5 (RUP5)

3.44.1.1. Process Pay for Employees Based on the Title 38 Public Law

HR specialists can now process pay banding programs for employees who are physicians and dentists according to the Title 38 Code of Federal Regulations.

For employees who are physicians and dentists, you can now:

• Record specific position details such as the specialty code and the tier information. The tier information determines the pay range that the application uses to process pay calculations.

• Process pay components such as the basic pay and market pay.

• Process GP and GR type of pay plans.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle US Federal Human Resources 129

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.


3.44.2.1. Comply with Inspector General Pay Reform Implementation

Public Law 110-409 [H.R. 928] was signed into law effective October 14, 2008. The Law, Inspector General Reform Act of 2008, authorizes significant changes in pay setting for Inspector General Positions.

The US Federal HR product has been modified to support the enactment and implementation of the Law.

3.44.2.2. Use the New Regions Available in the Self Service Pages

With this release, employees, managers, and HR Professionals can view details related to address, emergency contact details, dependent information and employee home address through Self Service.

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