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Table of Contents
1.
Disclaimer
2.
Introduction
2.1.
Purpose of Document
3.
3.1.
3.2.
3.2.1.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document
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3.3.
3.2.1.1.
View Approval History and Approvers
3.2.2. Release 12.1.1
3.2.2.1.
Approval Deviations Report
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3.5.
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3.6.
3.7.
3.5.3.4.
Ability to use Dynamic Approvals in Checklist
3.5.3.5.
Ability to view Criteria Set associated to Grade Step
3.5.4. Release 12.1 HRMS RUP5
3.5.4.1.
Approvals in Global Deployment
3.5.5. Release 12.2
3.5.5.1.
Workflow Synchronization
3.5.5.2.
Update Records with Future Person Changes
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3.6.1. V5
3.6.1.1.
Workforce Explorer
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3.9.
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3.12.
3.13.
3.14.
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3.15.
3.16.
3.17.
3.18.
3.14.1.1.
Specify the Format for Your Statement of Earnings
3.14.2. Release 12.0.4 (RUP4)
3.14.2.1.
Calculate Proportionate Earnings during Changes in a Payroll Period
3.14.3. Release 12.1 HRMS RUP5
3.14.3.1.
Rehire before final process date
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Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document
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3.23.
3.24.
3.25.
3.26.
3.27.
3.22.4.4.
View Cost Allocations
3.22.4.5.
View Magtape Output Window
3.22.5. Release 12.1 HRMS RUP5
3.22.5.1.
Labor Cost Arrangement (LCA)
3.22.5.2.
Digital Sickness Reporting
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3.28.
3.29.
3.30.
3.31.
3.27.1.1.
Use Revised Foreign Workers Levy Rates and New Permit Categories
3.27.1.2.
Comply with New Regulations of the Central Provident Fund
3.27.2. Release 12.0 HRMS RUP7
3.27.2.1.
Comply with the Latest SDL Updates
3.27.2.2.
Use the Updated IRASLine Format
3.27.2.3.
Submit the CPF Line Report/Magtape Using the New CPF Submission Number
3.27.2.4.
Use the Latest Rates for Mosque and Mendaki Fund Contributions
3.27.3. Release 12.1.2
3.27.3.1.
Singapore IRAS Amendment Process
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Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document
3.32.
3.33.
3.31.2.1.
Use Cash Management Integration for EFT Payments
3.31.2.2.
View Magtape Output Window
3.31.2.3.
Prevent Loss of Latest Balances
3.31.3. Release 12.2.4
3.31.3.1.
Rehire Before Final Process Date
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3.34.
Oracle iRecruitment
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3.40.1. V1.0
3.40.1.1.
Oracle Mobile Time Cards
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Oracle Payroll
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3.44.
3.45.
3.43.5.3.
View Oracle Self-Service Attachments in Oracle HRMS
3.43.5.4.
Terminate Secondary Assignments
3.43.5.5.
Use Context Sensitive EITs
3.43.5.6.
View Employee Information in Popup Windows
3.43.6. Release 12.1.3
3.43.6.1.
Hire Employee Applicants and replace or merge applicant assignment with Primary Assignment
3.43.6.2.
Reverse Termination
3.43.6.3.
Voluntary Termination
3.43.6.4.
Transaction Details in FYI Notifications
3.43.6.5.
View Entitlement Balances in Notifications
3.43.6.6.
Restrict Absence Type LOV
3.43.7. Release 12.1 HRMS RUP5
3.43.7.1.
Support for Parallel Approvals in SSHR
3.43.7.2.
Organization Chart
3.43.8. Release 12.1 HRMS RUP6
3.43.8.1.
Launch Actions from a Side Navigator in Organization Chart or Talent Profile
3.43.8.2.
Control the Display of Effective Date, Review, and Confirmation Pages
3.43.8.3.
Use Quick Termination and Change Hours Processes
3.43.8.4.
Current Effective Date Appears on Initial Page
3.43.9. Release 12.1 HRMS RUP7
3.43.9.1.
SSHR Transaction Monitor
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Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document
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1.
Disclaimer
This Release Content Document (RCD) describes product features that are proposed for
the specified releases of the Oracle E-Business Suite. This document describes new or
changed functionality only. Existing functionality from prior releases is not described. It
is intended solely to help you assess the business benefits of upgrading to the specified
release of the Oracle E-Business Suite.
This document in any form, software or printed matter, contains proprietary information
that is the exclusive property of Oracle. Your access to and use of this confidential
material is subject to the terms and conditions of your Oracle Software License and
Service Agreement, which has been executed and with which you agree to comply. This
document and information contained herein may not be disclosed, copied, reproduced or
distributed to anyone outside Oracle without prior written consent of Oracle. This
document is not part of your license agreement nor can it be incorporated into any
contractual agreement with Oracle or its subsidiaries or affiliates.
This document is for informational purposes only and is intended solely to assist you in
planning for the implementation and upgrade of the product features described. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described in this document remains at the sole discretion of Oracle.
Due to the nature of the product architecture, it may not be possible to safely include all
features described in this document without risking significant destabilization of the code.
Purpose of Document
2.
Introduction
2.1.
Purpose of Document
This Release Content Document (RCD) communicates information about new or changed
functionality introduced in Oracle E-Business Suite Releases 12.1 and 12.2, and in
subsequent Release Update Packs (RUPs) and off-cycle patches. For your convenience,
it also includes new or changed functionality introduced in the RUPs for Release 12,
including 12.0.2 through 12.0.7.
The features and enhancements described in this document are grouped by product, and
then by the release in which they first became available, for example, Release 12.1.1.
Features released in an off-cycle patch have a special designation for example, a feature
released after 12.1.1, but before 12.1.2, is designated as Release 12.1.1+.
Purpose of Document
3.
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.
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.
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.
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.
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.
3.1.3.
Can configure validation on input values based on Value Sets, Data Types,
Minimum, Maximum and Default, Lookups and Fast Formula.
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.
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 Criteria 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.
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 persons record.
The flag is datetracked and easily viewable. Now the Benefit professional can easily see
when a communication is no longer being provided and also has the ability to reactivate
the communication type if it is needed at a later date.
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.
3.1.5.8. Delete Unrestricted Enrollment
Once an unrestricted life event (Oracle Standard Benefits) has been detected and started
for a person, there was no process for removing the life event and any associated benefit
enrollment data. If an unrestricted enrollment was made for an original hire date, but
that date needed to be moved to a later date, this could not be done as this would result in
benefit information associate with the person to start prior to their record start date. Now
there is a concurrent process that can be added to a responsibilitys request group which
will allow the user to remove all of the data associated with an Unrestricted enrollment
for a person.
3.1.6.
3.1.7.
FND:SMPT Port
FND:SMPT Port
3.2.
A new approval history region is now available to view the current approval history for a
transaction and also display the next level of approvers. Additionally, you can integrate
the generic region with various applications to display the approvers.
3.2.2.
Release 12.1.1
3.2.2.1. Approval Deviations Report
Oracle Approval Management Engine (AME) is a web application for defining business
rules based on which transactions are approved in Oracle Applications. AME generates a
standard approver list based on the rules set up for transaction types either by the
approvals management administrator or approvals management business analyst. Any
change to the standard approver list is a deviation.
Using the Approvals Deviation Report, you can capture the approval deviations that
occurred in approval of transactions to comply with the Sarbanes-Oxley (SOX) Act.
3.3.
RUP2 delivers the ability for compensation administrators to view Compensation Detail
Reports based on the HR security profile instead of the manager hierarchy. For example,
administrators can now view all employees of a particular country without having to
access or switch to a senior executive responsibility.
Additional enhancements to the Compensation Detail Report page include:
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 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.
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.
Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document
3.3.2.
Release 12.1.1
3.3.2.1. Anniversary Date Based Awards
Currently, Oracle Compensation Workbench allows employee rewards to be paid out on
a single day across the eligible population. This enhancement provides the ability to
reward employees based on an anniversary or variable date. The award effective date
could be based on an employees latest hire date, date of last pay increase or promotion,
or any other reference point. You can define your business rules to determine award
effective dates for employees. Reward effective dates can be defaulted into the
Compensation Workbench worksheet where managers may or may not have the ability to
make updates. This allows managers to do up front budgeting and allocate compensation
based on the individual employees award effective date.
3.3.2.2. Print Total Compensation Statements for Groups of Employees
Currently, you can print statements for one employee at a time. With this enhancement,
you can print statements for groups of employees at the same time. A new Print
Employee Statements batch process and a new UI to submit this batch process are now
available. The administrator can also generate sample statements before submitting the
final print job.
This enhancement provides an efficient way to print and distribute hard copies of Total
Compensation Statements to employees.
Additionally, enhancements have been made to the selection method for the existing
Generate Employee Statements and Purge Employee Statements batch processes. The
Generate Employee Statements process will evaluate any eligibility profiles defined in
the statement setup in addition to the parameters selected allowing them further filter the
employee population. The administrator now has more flexibility when selecting the
employee population for whom statements are to be generated or purged.
3.3.2.3. Display the Worksheet Manager in the Switch To Manager Search Page
Currently, the search results on the Switch To Manager page only provide the employees
supervisor. When an employee has been reassigned from one manager's compensation
worksheet to another, the worksheet manager becomes different from their supervisor
thus making it difficult for managers to search and identify the employees actual
worksheet manager.
With this release, managers and administrators now see the employees worksheet
manager in addition to their supervisor in the Switch To Manager search results within
the compensation worksheet thus making it easier to identify the correct worksheet
manager to whom they need to switch.
3.3.2.4. New Salary Proposal to be Explicitly Approved
Currently, when a new salary proposal is created for a new hire in salary administration it
is automatically approved by default even if the user does not have the correct approval.
This enhancement now offers the ability to explicitly control approvals for new salary
proposals.
The enhancement ensures that the new salary proposal approval is SOX-compliant.
3.3.2.5. Update Percentage of Eligible Salary in Employee Administration
Compensation Administrators are now able to update or override an employees
percentage of eligible salary in Employee Administration. Previously this could only be
updated via the allocation worksheet.
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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.
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.
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Giving compensation managers the ability to see their employees Performance and
Promotion history in one place using one or two simple clicks will help them to make
better and more informed decisions when rewarding their employees.
3.3.4.2. Post Zero Salary Increases
Compensation administrators now have the option to post zero (0.00) salary increases or
increments for employees from Compensation Workbench to HR. This means there will
now be a record of a zero change amount in salary proposals of employees who did not
receive any salary increase.
3.3.4.3. Control Period for Viewing Appraisals in Compensation Allocation
Worksheet
The ability to view employee performance appraisal details from within the
compensation allocation worksheet has been further improved by allowing the
administrator to control the date after which completed performance appraisals will be
available for managers to see.
If there are multiple years of performance appraisals in Performance Management, and/or
employees only have completed appraisals from the previous year and not the "current"
period, when the new year's CWB plan is opened, managers will only see their
employees' performance appraisals from the previous period. This feature will ensure
managers will only see the latest completed appraisals for their employees when making
compensation award decisions for the current period.
3.3.4.4. Refresh Plan, Employee and Summary Data from Compensation
Workbench Home Page
Prior to this release, the Compensation Workbench Refresh process was only available in
the Professional User Interface. Now it is available to administrators on the
Compensation Workbench home page allowing them to refresh plan, summary or
employee HR data all within Compensation Workbench.
3.3.4.5. Ensure Employees New Salary is within Grade Range
This new features gives compensation managers and administrators the ability to
optionally validate an employees new salary amount against their salary grade range.
This helps to ensure managers comply with company compensation policies as well as
better pay equity for employees.
3.3.5.
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3.3.6.
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3.3.7.
Compensation Statements
When viewing their total compensation statement online, an employee can use a
hyperlink to drill down to view the details of applicable compensation rewards, such as
viewing their salary compensation per pay period. Administrators now have the
capability to optionally disable this hyperlink for certain compensation statement items
and categories in the event that they require only summary totals to be viewable by
employees.
This feature will be forward-ported to R12.2 HRMS RUP 4.
3.3.7.3. Display Position Title in Employee Total Compensation Statements
With this release, administrators can choose to additionally display an employees
position title (as opposed to just their job title) on employee total compensation
statements. Many companies store position information for their employees either in
place of or in addition to job information. Providing the option to additionally display an
employee's position gives administrators additional flexibility when creating total
compensation statements.
This feature will be forward-ported to R12.2 HRMS RUP 4.
3.3.8.
Release 12.2.4
3.3.8.1. Apply Digital Signatures to Authenticate Emailed Employee Statements
Compensation Workbench administrators can email compensation statements to
employees as PDF attachments. With this new feature, administrators can optionally
configure and apply a digital signatures to these emailed employee statements. This
provides additional authentication which helps to further secure the online
communication process. To take advantage of this new feature, administrators use the
Email Statements option that is part of the Employee Statements task.
3.3.8.2. Apply Digital Signatures to Authenticate Emailed Employee Total
Compensation Statements
Compensation administrators can email total compensation statements to employees as
PDF attachments. As these total compensation statements are distributed electronically, it
is important that recipients be able to verify document authenticity and integrity. This
new feature fulfills this requirement by enabling administrators to optionally configure
and apply a digital signature to emailed employee total compensation statements. To take
14
advantage of this new feature, compensation administrators use the Email Employee
Statements batch process.
3.4.
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:
3.5.
Support the different sources for data in a flexible manner: APIs, XML and CSV
files
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 organizations 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 third party content sites from HCM self service pages.
15
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.
16
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
17
the Criteria Salary Rate Exists column, which displays criteria set associated with the
Grade Ladder.
3.5.4.
3.5.5.
Release 12.2
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.
3.6.
V5
3.6.1.1. Workforce Explorer
HR administrators and line managers can search for desired people using various
combinations of search criteria. The Quick Search, Guided Navigation, Tags, and
Geospatial search filters and returns desired people. For further analysis, they can
compare people and view results in the graphical format. With Oracle Human Resource
Extensions for Endeca, integration in place Oracle HRMS provides an intuitive interface
for the people search. Being fast as it makes use of the in-memory data of the Endeca
18
product. The integration also provides an effective search by means of guided navigation.
This allows the users to refine their search as they browse.
3.7.
Nominate Employee Termination Payments (ETP) as Transitional or NonTransitional 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
Employers can now nominate whether a Life Benefit ETP Payment is a transitional ETP
or a non-transitional ETP and if it is part of a previously paid ETP. These ETPs can be
taxable or tax-free. You can now calculate the taxable and tax-free components of these
payments. The Pre 1 July 1983 component of these ETPs and Invalidity ETP Payments
are tax-free. Any other payments other than these components are included in the taxable
components. The taxation of ETPs now includes a threshold that depends on
preservation age of the employee. The date of birth of employees determines their
preservation age. The taxable components of ETP Payments are taxed according to the
employees age as on 30th June of the current financial year.
Oracle HRMS supports the taxation of these ETP payments to include the taxable and
non-taxable components. You can also calculate the tax of Transitional ETPs and partial
payment of ETPs.
Oracle also supports the new layout of the ETP Payment Summary Layout to meet the
ATO requirements beginning 01-Jul-2007.
3.7.1.2.
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
19
Change to the rate for annual leave on termination if less than $300
3.7.1.3.
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.
3.7.2.
Users can now make multiple employment termination payments (ETP) and generate
separate ETP payment summary for each ETP payment type. Individual thresholds
determine tax for each ETP. Additionally, users can create a new record in the
Termination window to enter multiple ETP payments or add a new ETP element.
3.7.3.
You can now pay multiple ETPs and generate separate ETP Payment Summary for each
payment type. Oracle HRMS uses appropriate individual thresholds to tax each ETP.
You can now create a new record in the Termination window to enter multiple ETPs or
add a new ETP element. You can also rollover amounts from either the Transitional Part
of Previous ETP and Transitional Not Part of Previous ETP or both.
3.7.3.2.
Currently, the Termination Report does not display multiple ETPs that an employee
receives on termination or their primary address. With this release, the Termination
Report now displays the various ETP payments that employee receives on termination
within the same financial year. You can now view the Transitional ETP and NonTransitional ETP within the Termination Report. Additionally, the report displays the
employees primary address.
3.7.3.3.
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.
3.7.3.4.
Starting 1 July 2007, employers must now report an employees TFN to Super fund.
Previously, it was optional for employers to report the TFN so the default was No. The
default value is now set to Yes on the Superannuation Guarantee Information element.
20
3.7.3.5.
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.
3.7.3.6.
Oracle HRMS now supports the deduction of the retro pretax amounts from retro
earnings of each time span separately as follows:
3.7.4.
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
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.
3.7.4.2.
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.
3.7.5.
Release 12.1.2
3.7.5.1. 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.
21
3.7.6.
Release 12.1.3
3.7.6.1. Enable Retro Overlap 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.
3.7.7.
3.7.8.
3.8.
You can now enter NI numbers for Employees whose nationality is not Belgian or
country of birth is not Belgium.
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3.9.
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.
3.9.2.
Release 12.1.2
3.9.2.1. 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.
3.9.3.
3.9.4.
23
3.10.2.
24
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.
3.10.3.
Determine the processing priority when defining the element for processing these
deductions.
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.
3.10.4.
25
26
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.
3.11.1.14. 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.
3.11.2.
3.11.3.
27
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.
3.11.3.2. 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.
3.11.3.3. 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.
3.11.4.
Release 12.1.2
3.11.4.1. 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.
3.11.4.2. 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.
3.11.4.3. 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.
3.11.4.4. 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.
3.11.4.5. 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.
28
3.11.5.
3.11.6.
Release 12.2.4
3.11.6.1. 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 Denmark localization. Now, terminated
employees can be rehired any time after the last standard process date and prior to the
final process date. The Denmark reports have been modified to support this feature.
This is achieved by enabling the legislation rule REHIRE_BEFORE_FPD.
29
Enter the tax percentage for the lower income limit. The lower limit is not a fixed
value but can be zero or a positive value. The Tax Card element includes an input
value for recording this percentage.
Use the changed percentages for all classes of the Social Security, Daily
Allowance, and Employers Unemployment Insurance fees.
Use the changed age categories and reference values for the car benefit.
3.12.2.
Pension Insurance
30
Car Benefit
3.12.2.2. Use EOY0809 Legislative Changes for Payroll Tax Year 2008
As part of legislative updates for tax year 2008, this release updates the following
features:
Benefits in kind
3.14.2.
31
3.14.3.
3.15.2.
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
32
3.15.3.
Motor Car
Free Traveling, Touring
Accommodation
Lunch Perquisite Gift
Voucher Or Token Perquisite
Credit Card Perquisite
Club Expenditure
Free Transport
3.15.4.
Release 12.1.1
3.15.4.1. 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.
33
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.
3.15.4.2. 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:
3.15.5.
Release 12.1.2
3.15.5.1. 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.
34
3.15.6.
Release 12.1.3
3.15.6.1. 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.
3.15.6.2. 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.
3.15.6.3. 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.
3.15.7.
35
3.16.2.
Increased threshold for payment of Health Contribution from 480 per week to
500 per week and annual threshold from 24,960 to 26,000
Additionally, predefined global values and user table values are changed to accommodate
the statutory requirements.
36
3.16.3.
P45 Report
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.
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.
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.
37
3.16.4.
Release 12.1.2
3.16.4.1. 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.
3.16.4.2. 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.
3.16.4.3. 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.
3.16.4.4. Group Action Parameters
Oracle Payroll for Ireland localization now provides the flexibility of defining payroll
action parameters at a non-global level. The Pay Action Parameter Groups feature allows
users to group the action parameters and their values, associating them with particular
processes.
3.16.4.5. Prevent Loss of Latest Balances
From R12.1.2, the application store the latest balances even after the balance adjustment
process is run. This improves the performance of balance retrieval in the Ireland
localization. There is no additional set up to be performed to use this feature.
3.16.4.6. View Cost Allocations
Oracle Payroll for Ireland localization enables users to view an assignments costing
details using the View Cost Allocation Page before running the Costing process.
3.16.4.7. View Magtape Output Window
Oracle Payroll for Ireland localization now enables users to easily access the magnetic
tape output files (.mf and .out) from the application. To use this feature, navigate to the
View Payroll Process Results window, select the completed magtape process and click
the View Output button.
3.16.4.8. 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.
3.16.5.
Release 12.2.4
3.16.5.1. 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.
38
In this enhancement, this restriction of not allowing employees to be rehired before the
final process date has been removed for the Ireland localization. Now, terminated
employees can be rehired any time after the last standard process date and prior to the
final process date. The Ireland reports have been modified to support this feature.
This is achieved by enabling the legislation rule REHIRE_BEFORE_FPD.
3.18.2.
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.
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.
39
3.18.3.
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.
3.18.4.
Release 12.1.2
3.18.4.1. Use Salary Payment Report in e-file
Oracle HRMS for Japan now supports the salary payment report in electronic format (efile). Users can select sending it in paper form or as an e-file to the local governments at
year-end.
3.18.4.2. 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.
3.18.4.3. 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.
3.18.4.4. Rehire employees before final processing date
Oracle HRMS for Japan now enables users to rehire an employee before the final
processing date.
3.18.4.5. 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.
3.18.4.6. 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
40
information. Users can submit the archive process - that is a common process - with the
workers register report first, and then generate the report.
3.18.5.
Release 12.1.3
3.18.5.1. 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.
3.18.5.2. 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.
3.19.2.
3.19.3.
Release 12.1.2
3.19.3.1. 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.
41
3.19.4.
Release 12.2.4
3.19.4.1. 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 Kuwait localization. Now, terminated
employees can be rehired any time after the last standard process date and prior to the
final process date. The Kuwait reports have been modified to support this feature.
This is achieved by enabling the legislation rule REHIRE_BEFORE_FPD.
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.
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.
42
3.20.2.
3.20.3.
Claim an employee's withheld income tax amount in the monthly payroll cycle
and bonus.
43
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
3.20.3.10. 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
3.20.3.11. 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.
3.20.3.12. 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.
44
3.20.4.
45
Oracle HRMS displays these items within the Year End Adjustment Tax Receipt.
3.20.4.5. 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:
Birth-Adoption Exemption
Separation Pension
Donation expenses
46
3.20.5.
Release 12.1.3
3.20.5.1. Rehire before final close for Korea
Oracle HRMS for Korea now enables users to rehire an employee before the final
processing date.
3.20.6.
3.20.7.
47
Employee separation/termination
Disabilities
INFONAVIT data
SUA transactions
You can then generate the appropriate statutory reports through the following
mechanisms:
Annual Work Risk Incident Report (Work Risk Incident Premium reporting)
48
3.21.2.
3.21.3.
Revised statutory tax rates for Colima, Guanajuato, Morelos, Puebla and
Queretaro.
3.21.4.
49
3.21.5.
50
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.
Remuneration report:
o
Payslip:
o
Displays the Travel Allowance and Retro Travel Allowance values along
with the Net Earnings in the Payments and Deductions section.
Wage report:
o
Displays the Travel Allowance and Retro Travel Allowance values along
with the Net Earnings.
51
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.
3.22.1.14. 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.
Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document
52
2. Running the Enable Sparse Matrix Null Run Result Values Functionality
upgrade.
3.22.1.16. 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.
3.22.2.
3.22.3.
53
3.22.4.
Release 12.1.2
3.22.4.1. Use Cash Management Integration for EFT Payments
With R12.1.2, support has been provided for the integration of Oracle Cash Management
(CE) with Oracle Payroll for EFT reconciliation in Netherlands. This feature enables
users to reconcile the transactions from the payroll system with the data in the bank
statement. The CE system fetches the list of reconciliation transactions from Oracle
Payroll, based on the payment file processes that have been run.
3.22.4.2. 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.
3.22.4.3. Group Action Parameter
Oracle Payroll for Netherlands localization now provides the flexibility of defining
payroll action parameters at a non-global level. The Pay Action Parameter Groups feature
allows users to group the action parameters and their values, associating them with
particular processes
3.22.4.4. View Cost Allocations
Oracle Payroll for Netherlands localization enables users to view an assignments costing
details using the View Cost Allocation Page before running the Costing process.
3.22.4.5. View Magtape Output Window
Oracle Payroll for Netherlands localization now enables users to easily access the
magnetic tape output files (.mf and .out) from the application. To use this feature,
navigate to the View Payroll Process Results window, select the completed magtape
process and click the View Output button.
54
3.22.5.
HR Organization
Legal Employer
Collective Agreement
Absence
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.
55
3.23.2.
Removal of ETC
56
Norwegian Tax Levy Deduction Report: View tax levy deduction details
per payee for a given period
57
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.
End of Year Report: Generates the employees earnings and remunerations along
with tax deducted information
Salary Statistics Report: Comply with Statistics Norway and submit reports in
their approved format
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
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.
58
Adjustment: Use this option to recalculate deductions after carrying forward the
difference in earnings to the current period.
Enable an element for entering actual paid collective pension (Employers part)
per employee
59
3.24.2.
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.
60
3.24.3.
Release 12.2.4
3.24.3.1. 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 Norway localization. Now, terminated
employees can be rehired any time after the last standard process date and prior to the
final process date. The Norway reports have been modified to support this feature.
This is achieved by enabling the legislation rule REHIRE_BEFORE_FPD.
Release 12.2
3.25.1.1. 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.
3.25.1.2. 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.
3.25.1.3. Organizations
Attributes defining the employer in the Romanian legislative context, for statutory
reporting purposes: reporting entities, compers juridical, organizing and paroperty
forms and official activity area codification (CAEN) will be supported.
61
3.26.2.
Release 12.1.2
3.26.2.1. Use Cash Management Integration for EFT Payments
With R12.1.2, support has been provided for the integration of Oracle Cash Management
(CE) with Oracle Payroll for EFT reconciliation in Saudi Arabia. This feature enables
users to reconcile the transactions from the payroll system with the data in the bank
statement. The CE system fetches the list of reconciliation transactions from Oracle
Payroll, based on the payment file processes that have been run.
3.26.2.2. Display Balance Breakdown
From R12.1.2, a new region is available in the balance form in the Saudi Arabia
localization. This region displays the balance breakdown for all the context sensitive
balances, thus allowing users to view all the relevant balance values.
3.26.2.3. View Magtape Output Window
Oracle Payroll for Saudi Arabia localization now enables users to easily access the
magnetic tape output files (.mf and .out) from the application. To use this feature,
navigate to the View Payroll Process Results window, select the completed magtape
process and click the View Output button
3.26.2.4. Prevent Loss of Latest Balances
From R12.1.2, the application stores the latest balances even after the balance adjustment
process is run. This improves the performance of balance retrieval in the Saudi Arabia
localization. There is no additional set up to be performed to use this feature.
3.26.2.5. 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.
3.26.3.
Release 12.2.4
3.26.3.1. 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 Saudi Arabia localization. Now, terminated
employees can be rehired any time after the last standard process date and prior to the
final process date. The Saudi Arabia reports have been modified to support this feature.
This is achieved by enabling the legislation rule REHIRE_BEFORE_FPD.
The Payroll application for Saudi Arabia is enhanced to support Saudi Public Sector
Social Insurance changes, Saudi Public Sector position group changes, Saudi
62
Government Sector Absence for a business group that is marked as Public Sector
business group.
Public Sector SI (Public Pension Agency)
Public Pension Agency constitutes the following
63
3.27.2.
New IRAS Date of Incorporation (for ERIS Start-ups) - required for A8B Header
New Stock Option Type NSOP and validation of the number of A8B shares
3.27.2.3. 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.
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.
Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document
64
3.27.2.4. 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.
3.27.3.
Release 12.1.2
3.27.3.1. Singapore IRAS Amendment Process
Oracle HRMS for Singapore provides users with the ability to produce government
mandated reports using the integrated features of Oracle Payroll.
Each year, employers in Singapore are required to submit employee earnings information
to the IRAS (Inland Revenue of Singapore). The personal tax amount is calculated by
IRAS based on this information.
The amendment file is required only if there are changes to amounts or fields which
affect the total amount of employment income, e.g. where an employees income tax is
borne by employer but the indicator had not been given earlier.
Employers do not have to send amendment files for changes to employees
particulars, such as address, date of birth, etc.
personal
In the amendment file you will only need to provide the difference between the original
(transmitted) amount and the actual amount. Leave all other numeric fields - which were
not affected by the error (income and deductions) - blank.
Example: the income/ deduction amount is under/over reported in the earlier
transmission.
Actual
Salary
=
Original
Transmission
=
Amended record should be shown as "$4,000"
$25,000
$21,000
Actual
Bonus
=
Original
transmission
=
Amended record should be shown as "-$2,000"
$6,000
$8,000
65
3.28.2.
3.28.3.
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.
3.28.4.
3.28.5.
Release 12.1.2
3.28.5.1. Use Cash Management Integration for EFT Payments
With R12.1.2, support has been provided for the integration of Oracle Cash Management
(CE) with Oracle Payroll for EFT reconciliation in South Africa. This feature enables
users to reconcile the transactions from the payroll system with the data in the bank
statement. The CE system fetches the list of reconciliation transactions from Oracle
Payroll, based on the payment file processes that have been run
66
3.28.6.
Release 12.1.3
3.28.6.1. 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.
3.28.7.
67
Register Report. The new concurrent programs have been added to the request groups:
ZA HRMS Reports & Processes and ZA SHRMS Reports & Processes.
3.28.8.
Release 12.2.4
3.28.8.1. View and print Income Tax Certificates via Employee Self Service
The Oracle Payroll applications Self Service functionality is enhanced to View and print
Income Tax Certificates.
The South Africa Tax Year End (Feb) Process must be marked as Final.
A new concurrent program Generate Self Service Certificates is shipped which takes
the Tax Year End Pre Process request ID as parameter and marks this as Final and this
Tax Year End Pre Process request ID will be locked for rollback. If the user feels that
they incorrectly locked any Tax Year End Pre Process request ID, first they need to
rollback this Generate Self Service Certificates process and then the original Tax Year
End Preprocess.
Once the process 'Generate Self Service Certificates' is completed, employees can use the
self -service page 'IRP5/IT3A Certificates' and from the LOV select the Tax Year and
Click Go to View/Download the PDF Certificate.
68
holiday pay that the employees accrue based on the different kinds of earnings and
remuneration they earn in the holiday year.
3.30.1.2. 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.
3.30.1.3. 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.
3.30.1.4. 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.
3.30.1.5. 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.
3.30.1.6. 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.
3.30.1.7. Generate Payroll Reports for Statutory Compliance
The following new reports are added to meet statutory requirements.
69
3.30.2.
3.30.3.
3.31.2.
Release 12.1.2
3.31.2.1. Use Cash Management Integration for EFT Payments
With R12.1.2, support has been provided for the integration of Oracle Cash Management
(CE) with Oracle Payroll for EFT reconciliation in UAE. This feature enables users to
reconcile the transactions from the payroll system with the data in the bank statement.
The CE system fetches the list of reconciliation transactions from Oracle Payroll, based
on the payment file processes that have been run.
3.31.2.2. View Magtape Output Window
Oracle Payroll for UAE localization now enables users to easily access the magnetic tape
output files (.mf and .out) from the application.
70
3.31.3.
Release 12.2.4
3.31.3.1. 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 United Arab Emirates localization. Now,
terminated employees can be rehired any time after the last standard process date and
prior to the final process date. The United Arab Emirates reports have been modified to
support this feature.
This is achieved by enabling the legislation rule REHIRE_BEFORE_FPD.
71
3.32.2.
72
Timing LEL
ET
UEL
Weekly 90.00
105.00
770.00
Monthly 390.00
453.00
3337.00
Yearly
73
Pension Notification EDI Process to Pension Notification EDI Process - pre 06Apr-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:
Additionally, there are updates to the current application to generate EDI reports in line
with the HMRC specifications.
3.32.3.
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.
NI - includes changes for the tax year 2009/2010 to cater to National Insurance
(NI) calculation in respect of the contracted-out rebate.
From 06-Apr-2009, the HMRC will accept only the following newly created
processes and their associated V6 messages:
o
74
3.32.4.
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
A new fuel type G available for cars capable running on E85 fuel
(bioethanol).
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)
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.
Release 12.1.2
3.32.4.1. 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.
3.32.4.2. Partial Period Accruals
Oracle Payroll for UK now provides a feature for estimating costs when accounting
periods do not coincide with the payroll periods. Users can now include estimated costs
at the end of an accounting period and then replace these estimates with the actual costs
when they become available. This is useful when end dates for accounting periods and
payroll periods do not coincide.
3.32.4.3. Use Cash Management Integration for EFT Payments
With R12.1.2, support has been provided for the integration of Oracle Cash Management
(CE) with Oracle Payroll for EFT reconciliation in UK. This feature enables users to
reconcile the transactions from the payroll system with the data in the bank statement.
75
The CE system fetches the list of reconciliation transactions from Oracle Payroll, based
on the payment file processes that have been run.
3.32.4.4. View Cost Allocations
Oracle Payroll for UK localization enables users to view an assignments costing details
using the View Cost Allocation Page before running the Costing process.
3.32.4.5. View Magtape Output Window
Oracle Payroll for UK localization now enables users to easily access the magnetic tape
output files (.mf and .out) from the application. To use this feature, navigate to the View
Payroll Process Results window, select the completed magtape process and click the
View Output button.
3.32.4.6. Prevent Loss of Latest Balances
From R12.1.2, the application stores the latest balances even after the balance adjustment
process is run. This improves the performance of balance retrieval in the UK localization.
There is no additional set up to be performed to use this feature.
3.32.4.7. 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.
3.32.4.8. 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.
3.32.4.9. 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.
3.32.5.
Release 12.1.3
3.32.5.1. 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:
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.
76
3.32.6.
Contract Details
Qualifications (optional)
Absence
77
3.32.7.
3.32.8.
Release 12.2
3.32.8.1. 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:
3.32.9.
Release 12.2.4
3.32.9.1. 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 United Kingdom localization. Now,
terminated employees can be rehired any time after the last standard process date and
prior to the final process date. The United Kingdom reports have been modified to
support this feature.
This is achieved by enabling the legislation rule REHIRE_BEFORE_FPD.
78
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.
3.33.1.2. 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:
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balances. For the generated Roth 401k and 403b elements, the Year End Pre-Process
archives the date of designated Roth contributions using the elements input value Year
of Prior Deferrals. Elements feeding the Roth USERRA 401k and 403b balances
automatically feed the standard Roth 401k and 403b balances (W2 Roth 401k and W2
Roth 403b).
3.33.1.7. 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.
3.33.1.8. 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.
3.33.2.
3.33.3.
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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.
3.33.3.3. 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.
3.33.3.4. 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.
3.33.4.
Release 12.1.2
3.33.4.1. 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.
3.33.4.2. Select Custom Template When Printing Employee W-2s
This feature provides the ability to select a custom W-2 template when generating and/or
printing Employee W-2s using the PDF-based Employee W-2 report. This is useful when
there is a need to reprint a W-2 for an employee from a prior year using that year's W-2
layout or to generate/print out consolidated employee W-2s for record keeping purposes.
3.33.4.3. 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.
3.33.5.
Release 12.1.3
3.33.5.1. 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.
3.33.6.
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produce third party checks in PDF format based on either the delivered template or a
custom template according to business needs.
3.33.6.2. 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).
3.33.6.3. 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.
3.33.7.
Employees can now model their paycheck using the new Paycheck Modeler
available online. This a Paycheck calculator that can be used by individuals to
quickly and accurately answer paycheck related questions and address "what-if"
scenarios such as how their net pay would be impacted by an increase to their
401K deduction or by a change to their federal or state filing status from single to
married. Employees can even elect to print a PDF copy of their model paycheck
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.
3.33.7.2. 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.
3.33.7.3. 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.
3.33.8.
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and requisite fast formulas, resulting in additional overhead costs to build and maintain.
Support for these and other select local employer taxes is now being delivered which will
help customers more easily and quickly comply with local employer taxation.
This feature will be forward-ported to R12.2 HRMS RUP 4.
3.33.8.2. Support for State Tax Levies
Unlike Federal Tax Levies, no standard rules exist for state tax levies resulting in many
different exemption and calculations that vary greatly across the fifty states. Previously
state tax levies were not supported out of the box, which put the burden on customers to
create and maintain their own state tax levy involuntary deductions. This release delivers
the necessary infrastructure to support state tax levies out of the box for all states
resulting in much needed cost savings for customers as well as reducing the potential for
costly calculation errors.
This feature will be forward-ported to R12.2 HRMS RUP 4.
3.34.2.
Pending
Unapproved
Rejected
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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.
3.34.2.4. 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.
3.34.2.5. 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.
3.34.2.6. 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.
3.34.2.7. Search for Closed Offers
Recruiters can now search for offers that are closed with the following reasons:
Applicant hired
Offer expired
Offer withdrawn
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3.34.3.
Approved
Extended
Hold
Release 12.1.1
3.34.3.1. 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:
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.
Provide feedback about the interview, add interview notes, and enter the result of
the interview.
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.
3.34.3.2. 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
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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.
3.34.3.3. Employee Referrals
For many enterprises, employee referrals are one of the most efficient and effective
sources of candidates. The Employee Referrals functionality enables:
The employees to create candidate profiles and refer their candidates to managers
who in turn can pursue the candidates for suitable vacancies.
Recruiters and hiring managers to search for candidates who are referred by
employees.
3.34.3.4. 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.
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Approved
Extended
Hold
Recruiters and hiring managers can record the applicant response on Revoking
Acceptance after the applicant accepts the offer.
3.34.4.
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.
3.34.4.1. 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
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87
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.
3.34.4.2. 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.
3.34.4.3. 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.
3.34.4.4. 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.
3.34.4.5. 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).
3.34.4.6. View Resume and Documents on iRecruitment pages
Recruiters, hiring managers, and offer approvers can view:
This feature empowers them to have the accurate details of the candidates profile during
the job application stage and the latest. A new region is available in the create or update
offer review, offer approval notification, and application details pages. This region
provides the details of the resume and documents uploaded at the time of submitting the
job application and the latest supporting documents available as of the system date. User
can preview or download the documents directly from these pages.
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3.34.5.
Release 12.1.3
3.34.5.1. 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
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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.
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.
3.34.5.2. 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.
3.34.5.3. 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.
3.34.5.4. 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.
3.34.5.5. 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.
Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document
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3.34.6.
Enterprises can employ similar approach for dynamically populating the LOVs for
Vacancy Statuses, Application Statuses and Application status change reasons.
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3.34.7.
3.34.8.
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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.
3.34.8.5. 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.
3.34.8.6. 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.
3.34.8.7. 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.
3.34.8.8. 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.
3.34.8.9. 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.
3.34.9.
Release 12.2
3.34.9.1. 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:
Generate and extend offers in the desired country, after processing the job
applications.
Search for jobs based on any of the locations identified for the vacancy
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Release 12.1.3+
3.35.1.1. 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.
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3.36.1.
This feature allows Internal Payroll customers to rehire the employees before the final
process date.
3.36.1.4. 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.
3.36.1.5. Support for Enhanced Retro Pay
This feature enables Enhanced retroactive calculation mechanism for International
Payroll Product.
3.36.1.6. 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.
3.36.1.7. View Balance SS Page
This is a self service based page which gives users ability to view the Employee balances
in a date mode. The page provides various options for viewing the balances like
Assignment/person level balance view, different dimensions like ptd,mtd,ytd etc to view
the details.
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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.
3.37.1.2. 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.
3.37.1.3. 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.
3.37.1.4. 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.
3.37.1.5. 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.
3.37.2.
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3.37.3.
Release 12.1.1
3.37.3.1. 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.
3.37.4.
3.37.5.
Release 12.2.4
3.37.5.1. Quick Pay Archiver Process for International HRMS Users
With this release, the Quick Pay Archive is enabled for International HRMS localization.
Users can run this process for one assignment. Additionally, if the Payroll Archiver
(International Payroll) process errors for some assignments, the process can be run only
for those assignments without rolling back of the entire process.
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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.
3.38.2.
3.38.3.
Release 12.1.1
3.38.3.1. 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
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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.
3.38.3.2. 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:
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.
3.38.3.3. 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.
3.38.3.4. 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.
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Evaluation sections are normal test sections defined as today in the Content tab of the
administrator interface.
3.38.3.5. 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.
3.38.3.6. 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.
3.38.3.7. Learner Basic Search Enhancements
The current search functionality only searches in the title and not in the keywords or
description of a course. This new search feature will search for other Metadata available
in the catalog objects.
Secure Enterprise Search (SES) provides this search functionality in Oracle Learning
Management. The search object course is available in the drop-down list in the OA
home page. If the learner selects course and enters any search keyword, the following
will be searched for:
Course name
Course code
Course description
Course objectives
Course keywords.
From the search results, learners can navigate to the course details page and enroll, unenroll or play the content. Once the learner has enrolled, un-enrolled, or played the
content, the system returns to the learner home page.
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3.38.4.
Release 12.1.2
101
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 dont need to perform the same search twice.
3.38.5.
Release 12.1.3
3.38.5.1. 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:
Learner name
Enrollment number
Enrollment status
Successful attendance
Attendance result
In the pop up window, the administrator can change all information except picture,
learner name and enrollment number.
3.38.5.2. 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:
Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document
102
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.
3.38.6.
3.38.7.
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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
3.38.8.
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.
3.38.8.2. Integration to Oracle Webcenter content
Oracle Webcenter content (OWcc) is Oracles best-in-class Content Management
System.
The functionality of OWcc is now integrated with OLM.
With this integration, OLM offers a full featured, best-in-class Learning Content
Management System where all types of content used by OLM can be managed and stored.
From OLM it is now possible to
Configure OLM content server on OWcc
Import SCORM (1.2 and 2004) and AICC compliant content directly to the OLM
content server
Associate a file on OWcc with a Content Object in OLM
Upload a file to the OLM content server
With the OWcc integration the following functionality is now available on an OLM
content server
Version control
Security
Indexing and search
Metadata
Workflow engine
Replication
FDA 21 CFR Part 11 compliance on the content server side (as well as existing
compliance on the LMS side)
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104
The use of OWcc in OLM is not covered by the OLM license, but requires a separate
OWcc license.
3.38.8.3. Automatic Update Competence When Manually Setting Certification
Status
It is now possible for the Administrator to specify that a Learners competence profile is
updated with the Certification specific competences when he manually sets the Learners
Certification subscription status to Certified.
This brings the manual update of a Learners subscription status in line with the
automatic update (done when the Learner finishes all Classes in a Certification) so
both automatically update the Learners competence profile with the Certification
specific competences.
3.38.8.4. 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.
3.38.9.
The administrator is now able to change the player status for a learner manually.
The status of online classes in OLM is sometimes not updated by the system. This
can be due to e.g. network issue, JRE issues or learners not closing the player
correctly. There is therefore a need for the administrator to be able to do this
manually for specific learners.
This feature will be forward-ported to R12.2 HRMS RUP 4.
3.38.9.2. Revoke Administrator Access Control
Administrators can now prevent closing and collapsing the outline in the OLM
player. Inexperienced users might, by accident, either close or collapse the
outline of the OLM player and looking at the collapsed outline think they
completed the whole course, even if they only took the first of many chapters.
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The administrator can avoid this by prohibiting the learner from collapsing or
hiding the outline on a class-by-class basis.
This feature will be forward-ported to R12.2 HRMS RUP 4.
3.38.10.
Release 12.2.4
3.38.10.1. New Learner Interface
A completely new learner interface has been added to OLM. The new interface is
contemporary in design and promotes a new and better way for the learner to use
and interact with OLM. It has extended use of graphical elements, a simpler
layout, fewer clicks and a streamlined procedure for finding and enrolling in
learning. The old interface is still available, as an alternative to the new one, if
existing customization prevent an organization from using the new interface.
3.38.10.2. Catalog Item Picture
Now all catalog items (courses, classes, learning paths and certifications) can be
shown to the learner using a picture - previously this was only possible for
courses and classes. This makes it faster and easier for the learner to identify the
different catalog items while browsing and enrolling, and provides a richer and
more contemporary learning experience..
3.38.10.3. Ratings and Reviews
The functionality of rating a class and providing a review has been added to
OLM. The idea with ratings and reviews is to make it possible for learners to rate
and review a class they have participated in and share their experience with other
learners contemplating joining the same class.
Release 12.1.3+
3.39.1.1. 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.
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V1.0
3.40.1.1. Oracle Mobile Time Cards
Mobile Time Card Application is intuitive, user friendly, and configurable to suit
business needs. It allows users to enter and submit details of time worked on the go.
This application facilitates timely submission of time cards so that all downstream
processes like payroll, projects costing and vendor settlements are executed in time. In
this version Payroll and Projects layouts are supported. This application enforces all
validations during submission of time as it happens in the desktop application. In this
release the Mobile Time Card App is released on iOS platform.
Release 12.1.1
3.41.1.1. 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.
3.41.1.2. 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.
3.41.2.
Release 12.1.2
3.41.2.1. 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
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the pay process events table. This helps in efficient payroll Process management reducing
the overall payroll processing time.
3.41.3.
3.41.4.
3.41.5.
The Payroll Dashboard gives payroll professionals valuable insight into their
payroll and assignment process information by providing them with payroll
readiness, analysis and validation information for the entire payroll cycle. They
can also improve efficiency and reduce costly errors by using the dashboard to
monitor payroll and assignment processes as well as run, retry or roll back payroll
processes. Administrators can easily configure the payroll readiness, analysis and
validation information according to their requirements using both delivered as well
as custom checks and rules.
This feature will be forward-ported to R12.2.4
3.41.6.
Release 12.2
3.41.6.1. 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.
Oracle Payroll
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3.41.7.
Release 12.2.4
3.41.7.1. Create and Update Multiple Retro Assignments using Web ADI
Spreadsheet
Prior to this release, Mass Creation or Update of Retro Assignments was not available.
Payroll administrator had to create or update retro assignments by individual employee.
With this release, WebADI integrator for the mass upload or modification of retro
assignment is delivered.
3.42.2.
Target value
Number
Percentage
Currency
3.42.2.2. 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.
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3.42.2.3. 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.
3.42.2.4. 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.
3.42.2.5. 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.
3.42.2.6. 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 31Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document
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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.
3.42.3.
Release 12.1.1
3.42.3.1. 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.
3.42.3.2. 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.
3.42.3.3. Display Workforce
Appraisals Function
Performance
Management
Appraisals
in
the
You can now view all appraisals, created using the Workforce Performance Management
or standalone appraisals function, in the Appraisals In Progress table of the standalone
appraisals function. This feature enables users to access their appraisals from a single
location.
3.42.3.4. Reference to
Management
Talent
Management
Replaced
with
Performance
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Target value
Number
Percentage
Currency
Refresh scorecards to re-evaluate the objectives eligibility and include any additional
objectives into the workers scorecard.
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active and inactive plans. The Plan Administrator can modify the plan definition and
change the plan status to active or inactive.
3.42.4.
Release 12.1.2
3.42.4.1. 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'.
3.42.4.2. 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.
3.42.5.
Release 12.1.3
3.42.5.1. 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.
3.42.5.2. 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
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3.42.6.
ii.
iii.
iv.
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.
3.42.7.
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Free text
ii.
List of values
iii.
iv.
Long text
3.42.8.
Release 12.2
3.42.8.1. 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.
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Update future base salary (where payroll has not been processed)
Delete one or more future base salary changes (where payroll has not been
processed)
Display Part time factor, Work Hours, Employee Local Currency, Last Payroll
Run
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.
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3.43.2.
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:
3.43.3.
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.
Release 12.1.1
3.43.3.1. Adjusted Service Date
Length of service is an essential parameter for calculating the benefits for an employee.
Managers arrive at decisions related to promotions and compensation changes based on
the employees length of service. Existing functionality in Self Service calculates length
of service based on the latest start date. With this enhancement, employees and managers
can view the adjusted years of service, where the years of service are based on the
adjusted service date.
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3.43.4.
Release 12.1.1+
3.43.4.1. 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
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3.43.5.
Release 12.1.2
3.43.5.1. 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:
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selected in the flexfield, then additional information specific to the selected country is
displayed in the additional passport details flexfield.
3.43.5.6. View Employee Information in Popup Windows
Managers require quick access to employee information while performing self-service
actions. A popup window displays contact information, organization, job, position,
location and supervisor information of employees in a managers hierarchy. The
employees photograph is also displayed in the popup. The employee information pop up
is also shown to managers for employees in the managers My List (My List shows
records of employees outside the hierarchy whose records the manager has access to).
3.43.6.
Release 12.1.3
3.43.6.1. Hire Employee Applicants and replace or merge applicant assignment with
Primary Assignment
Prior to this release, managers can hire employees with an accepted application into
additional assignments using the Applicant Hire and Rehire feature in Oracle Self Service
HR. Managers may also need to replace the primary assignment with the accepted
assignment or merge the accepted assignment with primary assignment while hiring the
employee applicant into an accepted assignment.
With this release, Oracle Self Service HR provides further flexibility to managers while
hiring employee applicants. Managers can:
Hire an employee into the accepted assignment and replace the primary
assignment
Hire an employee into the accepted assignment and merge with the primary
assignment
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Contingent workers to initiate End placement from the Contingent Worker SelfService
This enhancement provides increased capability to workers and facilitates online process
for voluntary exit.
3.43.6.4. 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.
3.43.6.5. 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:
Enter an effective date and search for accrual balance as of that date in the popup
Enter an effective date and search for accrual balance as of that date in the popup
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3.43.7.
3.43.8.
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transaction details and complete the self-service transaction without routing it for
approval.
3.43.8.3. Use Quick Termination and Change Hours Processes
Oracle Self-Service Human Resources now provides two new processes to perform
change hours and termination transactions quickly.
Using the new change hours process, managers can change the work schedule and
assignment category of a worker and submit the transaction without having to change
the workers pay.
Using the new termination process, managers can enter the termination details of a
worker who is a manager and submit the transaction without having to navigate to the
Change Manager page to relocate workers reporting to the terminated manager to a
new manager. When enterprises use the quick termination process, they can set the
HR: No Supervisor Error or Warning profile option to help users decide whether they
would like to proceed with the termination transaction or not. If the terminated
person is a manager, then based on the value of the profile option, Oracle SSHR
either displays an error or a warning message. In the case of a warning Oracle SSHR
redirects all the direct reports of the terminated manager to the immediate supervisor
of the terminated manager and a message to this effect is displayed.
3.43.9.
Succession Plans
Suitability Matching
Talent Profile
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Note that Succession Planning was released after the base release of 12.1.1 and must be
applied on top of 12.1.1.
3.44.1.
Release 12.1.2
3.44.1.1. Succession Plans
The Succession Plans feature helps enterprises to:
Create and maintain succession plans to ensure that critical roles are covered at
all times.
Identify training and other development activities to close the gap between a
worker's competencies and those required by the enterprise.
Talent Profile Comparison report that helps managers to compare two or more
potential successors while and allows adding potential successors from the talent
profile page itself.
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3.44.2.
Release 12.1.3
3.44.2.1. Usability Changes in Succession Planning
Oracle Succession Planning now enables managers to:
3.44.3.
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.
Release 12.1.3+
3.44.3.1. 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.
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.
3.44.3.2. 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
Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document
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information. Overall, the portal provides Talent Managers and HR Professionals with an
easy to use interface and rapid access to key information.
3.44.3.3. 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.
3.44.3.4. 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.
3.44.3.5. 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.
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3.45.2.
3.45.3.
Release 12.1.1
3.45.3.1. 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
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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.
3.45.3.2. 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.
3.45.3.3. 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.
3.45.3.4. 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.
3.45.3.5. 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.
3.45.3.6. 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.
3.45.3.7. 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.
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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
The new changes on various predefined timecard layouts improve the productivity of
OTL self-service users.
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3.45.4.
Release 12.1.2
3.45.4.1. 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.
3.45.5.
Release 12.1.3
3.45.5.1. 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.
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3.45.6.
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.
3.45.6.2. 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.
3.45.7.
3.45.8.
With this release, WebADI integrator for mass uploading and modification of
assignment time information is available to OTL administrators. Earlier, OTL
administrators had to create or edit assignments individually for each employee.
3.45.9.
Release 12.2
3.45.9.1. 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
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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.
3.45.9.2. 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.
3.45.9.3. 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.
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.
3.46.2.
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The US Federal HR product has been modified to support the enactment and
implementation of the Law.
3.46.2.2. 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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