r10 Globalhr WN

Oracle Global Human Resources Cloud
Whats New in Release 10
8 June 2015
Revised: September 2016
. 1
TABLE OF CONTENTS
REVISION HISTORY ........................................................................................................................................... 11

OVERVIEW ....................................................................................................................................................... 20
Give Us Feedback ............................................................................................................................................................. 20
RELEASE FEATURE SUMMARY .......................................................................................................................... 21

HCM COMMON FEATURES ............................................................................................................................... 34
HCM Data Loader ............................................................................................................................................... 34
Import Local File .............................................................................................................................................................. 34
Flexible Pipe-Delimited File Format ................................................................................................................................. 35
Secure Data Transfer........................................................................................................................................................ 35
Automated or User-Managed Processing ........................................................................................................................ 36
Status and Error Reporting .............................................................................................................................................. 37
Flexible Key Support ........................................................................................................................................................ 38
Purge Person Data ........................................................................................................................................................... 39
Upload of Assignment Records with Effective Dates That Are Later Than the Termination Date ................................... 40
Simplify Global Transfers Performed by Data Upload...................................................................................................... 40
Enhanced Validation of Worker Records by HCM Data Loader ....................................................................................... 41
User-Key Support for Multirow Extensible Key Flexfields ................................................................................................ 41
Global Human Resources ................................................................................................................................... 42
Country-Level Address Rule ............................................................................................................................................. 42
Payroll ................................................................................................................................................................ 44
Enhanced Element Template for Absences ..................................................................................................................... 44
Enhanced Element Template for Time Cards ................................................................................................................... 45
Simplified Bank Account Page .......................................................................................................................................... 47
Support for BI Report Submission in Payroll Flows .......................................................................................................... 49
Quick Report, Process, and Flow Submission................................................................................................................... 50
Flows: Multiple Tasks and Task Sequence Deletion ......................................................................................................... 51
Oracle Tap (Mobile)............................................................................................................................................ 52
Mobile - Language Support Enhancements ..................................................................................................................... 52
Mobile - Access Worker Social Wall ................................................................................................................................. 53
Mobile - Worklist and Notifications ................................................................................................................................. 53
ROLE SIMPLIFICATION ...................................................................................................................................... 54

Simplified Reference Role Model ..................................................................................................................................... 54
APPLICATIONS SECURITY .................................................................................................................................. 55

Copy Role and Inherited Hierarchy .................................................................................................................................. 55
Analyze Roles by Role Category ....................................................................................................................................... 56
Aggregate Privileges......................................................................................................................................................... 57
Generate X.509 Certificate............................................................................................................................................... 57
Generate Certificate Signing Request for X.509 Certificate ............................................................................................. 58
Import Certificates From Keystore ................................................................................................................................... 58
Privilege Discoverer Report.............................................................................................................................................. 59
User Role Membership Report ........................................................................................................................................ 59
Mobile - Security Enhancements ..................................................................................................................................... 59
ABSENCE MANAGEMENT ................................................................................................................................. 61
. 2
Audit Framework Includes Absence Record Data ............................................................................................................ 61
HCM Extracts Includes Absence Record Data and Accrual Balances................................................................................ 63
Approval Framework Enhancements ............................................................................................................................... 63
Assignment Hours as Work Schedule Option................................................................................................................... 64
Schedule Half Days for Absences Measured in Calendar Days ........................................................................................ 65
Override Payment Percentages for Calculated Entitlements ........................................................................................... 67
Absence Records for Contingent Workers ....................................................................................................................... 68
Attachments for Absence Records ................................................................................................................................... 68
View Accrued Entittlements ............................................................................................................................................ 70
Provide Additional Flexibility for Accrual Calculations ..................................................................................................... 70
Provide Rolling Forward Periods for Qualification Plans.................................................................................................. 71
New Attributes for Calculation of Qualified Entitlements ............................................................................................... 72
Configuration Option for Integration with Time and Labor ............................................................................................. 74
Improved Absence Certifications Process ........................................................................................................................ 75
Mobile - Schedule Absences ............................................................................................................................................ 76
BENEFITS ......................................................................................................................................................... 77
Rate Start Date Rule ......................................................................................................................................................... 77
Extracting Benefits Data Using HCM Extracts .................................................................................................................. 78
Benefits Formula Evaluation ............................................................................................................................................ 79
Continuing Benefits Type ................................................................................................................................................. 79
Close Enrollment Process Rule ......................................................................................................................................... 80
Filter Data and Suppress Life Event Triggering ................................................................................................................ 81
End Date a Benefit Group for the Whole Batch ............................................................................................................... 82
COMPENSATION AND TOTAL COMPENSATION STATEMENT ............................................................................. 84

Workforce Compensation Supports Matrix Structures .................................................................................................... 84
Hide Ineligible Workers From Workforce Compensation Worksheet .............................................................................. 86
Prevent Worksheet Submission Using New Alert Type.................................................................................................... 86
Import Data Into External Data Tables............................................................................................................................. 87
Migrate Total Compensation Statement Using Functional Setup Manager..................................................................... 90
Enhanced Salary and Individual Compensation Approval Notifications .......................................................................... 90
Convert Worker-Level Budget Amounts into Local Currency .......................................................................................... 92
COMPETITIONS ................................................................................................................................................ 93
My Competitions ............................................................................................................................................................. 93
Competition Leader Board ............................................................................................................................................... 93
Quick and Easy Competition Creation.............................................................................................................................. 94
Competition Details ......................................................................................................................................................... 95
GLOBAL HUMAN RESOURCES ........................................................................................................................... 96

Person Extra Information Effective Dating....................................................................................................................... 96
Worker Assignment Hours by Day of Week ..................................................................................................................... 96
Position Management Enhancements - Defaulting of Additional Attributes From Position............................................ 97
Position Management Enhancements - Position Sychronization..................................................................................... 97
Position Management Enhancements - Number of Incumbents ..................................................................................... 99
Ability to Add Transaction Initiator as a Checklist Task Performer .................................................................................. 99
Access Person Information While Working on a Checklist Task..................................................................................... 100
Manage Delay Duration of a Checklist Task ................................................................................................................... 100
Restrict Checklist Template to a Localization ................................................................................................................. 101
Ability to Update Actual Start and End Dates from the Notification ............................................................................. 101
. 3
Ability to Define Collective Agreements for Workers .................................................................................................... 102
Ability to Define Seniority Dates .................................................................................................................................... 103
Enhancements for Global Transfer ................................................................................................................................ 104
Approval Notification Personalization ........................................................................................................................... 105
Add Comments and Attachments When Submitting a Transaction for Approval.......................................................... 107
Audit of HCM Data Roles and Security Profiles .............................................................................................................. 109
Future Dated Positions and Organizations..................................................................................................................... 110
Shared Person Information in Person Security Profiles ................................................................................................. 111
Autoprovisioning for the Enterprise .............................................................................................................................. 112
New Approval Rule for Simplified User Interface Personal Information........................................................................ 113
Worker View of Employment Information in Simplified User Interface ........................................................................ 113
Automated Reassigning of Pending Approvals and Correcting Invalid Supervisor Assignments ................................... 115
Directory Management Incremental Refresh of Manager Hierarchy.......................................................................... 115
New Profile Option to Cache Person Images ................................................................................................................. 116
Buttons Relocated to Ribbon in Mass Assignment Change Spreadsheet....................................................................... 119
Half Day Calendar Events for Elasped Work Schedules ................................................................................................. 120
Worklist Management Checklist Real Time ................................................................................................................ 121
Local Name Support on Edit My Details Page ................................................................................................................ 122
Additional Option for Rehire Recommendation ............................................................................................................ 126
Position Synchronization When Using HCM Data Loader to Load Position Changes ..................................................... 127
Changes to Privileges for Predefined Job Roles ................................................................................................ 128
Import Worker Privilege From the IT Security Manager Job Role Change ..................................................................... 128
Authorization to Run the Send Personal Data for Multiple Users to LDAP Process ....................................................... 128
Edit User Name Action From Workers and Line Managers Change ............................................................................... 128
Person Management Access .......................................................................................................................................... 129
Send Pending LDAP Requests ........................................................................................................................................ 130
User Details System Extract Report ............................................................................................................................... 130
HCM Cloud Mobile ........................................................................................................................................... 131
Mobile - Employee Self Service Transactions................................................................................................................. 131
Mobile - Manager Self Service Transactions .................................................................................................................. 131
Mobile - Worker Detail and Public Profile...................................................................................................................... 132
Mobile - Organization Navigator .................................................................................................................................... 132
Mobile - Update Biographical Information .................................................................................................................... 132
GLOBAL PAYROLL ........................................................................................................................................... 133

Simplified QuickPay Flow ............................................................................................................................................... 133
Tasks for Managing Balance Groups .............................................................................................................................. 134
Roll Up Payments to Third-Party Organizations ............................................................................................................. 136
Payroll Costing Report ................................................................................................................................................... 136
Expansion of Payment Method Criteria ......................................................................................................................... 137
Payroll Cycle Flow Pattern Enhancements ..................................................................................................................... 138
Update User-Defined Legislations.................................................................................................................................. 139
New Country Field for Personal Payment Methods to Support International Payments .............................................. 141
Enhanced Support for Rate Definitions.......................................................................................................................... 143
Gross-to-Net Report Based on Process Date ................................................................................................................. 145
Report Year-to-Date Summary....................................................................................................................................... 146
Report Payment and Nonpayment Balances ................................................................................................................. 147
Payroll User Interface Configuration.............................................................................................................................. 148
Display Additional Information on Payslips ................................................................................................................... 152
Rolling 12-Month Balance Dimension ............................................................................................................................ 154
Display Year-to-Date Hours in Payroll Register Report .................................................................................................. 154
. 4
Corrective Actions Available on Completed Flows......................................................................................................... 156
Calling a Flow Within a Flow .......................................................................................................................................... 157
Payment Method Batch Loader Tasks............................................................................................................................ 160
Enhancements to Payment Method Rules..................................................................................................................... 161
Value Sets Usage in Flow Parameters ............................................................................................................................ 162
Void Payment Action in Prepayments ........................................................................................................................... 165
Excel Output Support for Payroll Reports ...................................................................................................................... 166
Dynamic Payroll Relationship Group Support for Payroll Activity Report...................................................................... 168
Edit Payroll Period Names.............................................................................................................................................. 169
Deduction Category and Deduction Parameters for Run Deduction Report ................................................................. 170
Person and Payroll Relationship Group Parameters for Run Deduction Report ............................................................ 171
Information Balances in the Payroll Balance Report ...................................................................................................... 171
Additional Flow Parameter for Create Batch for an Object ........................................................................................... 173
Mobile - View Payslips ................................................................................................................................................... 174
GLOBAL PAYROLL INTERFACE ......................................................................................................................... 175

Payroll Interface Report for NGAs Payroll Exchange..................................................................................................... 175
Calculate Gross Earnings Process Optional for Global Payroll Interface Extracts .......................................................... 175
HUMAN CAPITAL MANAGEMENT FOR AUSTRALIA .......................................................................................... 177

Address Validation ......................................................................................................................................................... 177
Supplemental Taxation and Reporting Address Style .................................................................................................... 177
Trade Support Loan Support .......................................................................................................................................... 178
Workplace Gender Equality Profile Report .................................................................................................................... 179
Capture of Non-Specific Gender .................................................................................................................................... 182
HCM Data Loader Support for Calculation Cards ........................................................................................................... 182
HUMAN CAPITAL MANAGEMENT FOR AUSTRIA.............................................................................................. 186

Maintaining Person Information .................................................................................................................................... 186
HUMAN CAPITAL MANAGEMENT FOR BAHRAIN ............................................................................................. 187

HUMAN CAPITAL MANAGEMENT FOR BELGIUM ............................................................................................. 188

Maintaining Employment Information .......................................................................................................................... 188
Added Value for Gender ................................................................................................................................................ 189
HUMAN CAPITAL MANAGEMENT FOR BRAZIL ................................................................................................ 190

HUMAN CAPITAL MANAGEMENT FOR CANADA .............................................................................................. 191

Load Geographies for Canada ........................................................................................................................................ 191
Employment Equity Interface ........................................................................................................................................ 192
Features by Country or Territory ................................................................................................................................... 193
Ability to Change Display for Province to Full Name...................................................................................................... 194
Time and Labor Calculation Component ........................................................................................................................ 195
End-of-Year Reporting (T4 Only) .................................................................................................................................... 196
End-of-Year Reporting (RL-1 Only) ................................................................................................................................. 199
End-of-Year Reporting (T4A only) .................................................................................................................................. 203
Involuntary deductions: Protected Pay Percentage....................................................................................................... 206
. 5
HUMAN CAPITAL MANAGEMENT FOR CHINA ................................................................................................. 208
Postal Code Validation ................................................................................................................................................... 208
Include Enterprise Annuity Employer Contribution in the Monthly Income Tax Calculation ........................................ 209
Enable the Global Element Result for China Localization .............................................................................................. 209
Tax Calculation on Severance Payments ........................................................................................................................ 210
Payroll Data Validation Report ....................................................................................................................................... 211
HUMAN CAPITAL MANAGEMENT FOR DENMARK ........................................................................................... 212

HUMAN CAPITAL MANAGEMENT FOR ESTONIA.............................................................................................. 213

HUMAN CAPITAL MANAGEMENT FOR FINLAND ............................................................................................. 214

Enabled Value for Marital Status ................................................................................................................................... 214
HUMAN CAPITAL MANAGEMENT FOR FRANCE ............................................................................................... 215

Statutory Reporting: Enhancement to Personnel Register ............................................................................................ 215
Enhancement to Contract Type and Subtype ................................................................................................................ 215
Temporary National Identifier ....................................................................................................................................... 217
Automatic Calculation Card Creation ............................................................................................................................. 217
Global Reports ............................................................................................................................................................... 218
HUMAN CAPITAL MANAGEMENT FOR GERMANY ........................................................................................... 220

Legislative Changes for Name and Address Validations................................................................................................. 220
Legislative Changes for the Disability Report ................................................................................................................. 220
HUMAN CAPITAL MANAGEMENT FOR HUNGARY ........................................................................................... 221

HUMAN CAPITAL MANAGEMENT FOR INDIA .................................................................................................. 222

Address Validation ......................................................................................................................................................... 222
Nomination Information ................................................................................................................................................ 223
HUMAN CAPITAL MANAGEMENT FOR IRELAND .............................................................................................. 224

Automatic Creation of Deduction Card .......................................................................................................................... 224
Element Results Report.................................................................................................................................................. 225
Payroll Balance Report ................................................................................................................................................... 225
HUMAN CAPITAL MANAGEMENT FOR JAPAN ................................................................................................. 226

My Number .................................................................................................................................................................... 226
HUMAN CAPITAL MANAGEMENT FOR KAZAKHSTAN ...................................................................................... 228

HUMAN CAPITAL MANAGEMENT FOR KUWAIT .............................................................................................. 229
. 6
Element Template for Additional Social Insurance ........................................................................................................ 229
Statutory Reporting: Update to Report 103 - New Hires and Terminations .................................................................. 229
Statutory Reporting: Update to Report 166 - Monthly Contributions ........................................................................... 229
Statutory Reporting: IPE Consolidated Report - New Hire and Termination ................................................................. 230
Gratuity Calculation 2013 Enhancement ....................................................................................................................... 230
Monthly Gratuity Accrual Process.................................................................................................................................. 231
Social Insurance Enhancement for Government Sector Terminations .......................................................................... 231
Global Reports ............................................................................................................................................................... 231
HUMAN CAPITAL MANAGEMENT FOR LATVIA ................................................................................................ 233

HUMAN CAPITAL MANAGEMENT FOR LIECHTENSTEIN.................................................................................... 234

HUMAN CAPITAL MANAGEMENT FOR LITHUANIA .......................................................................................... 235

HUMAN CAPITAL MANAGEMENT FOR MALAYSIA ........................................................................................... 236

HUMAN CAPITAL MANAGEMENT FOR MEXICO............................................................................................... 237

National Identifier Validation......................................................................................................................................... 237
HUMAN CAPITAL MANAGEMENT FOR THE NETHERLANDS.............................................................................. 239

Gatekeeper Law (Law Poortwachter) ............................................................................................................................ 239
Global Reports ............................................................................................................................................................... 241
HUMAN CAPITAL MANAGEMENT FOR NEW ZEALAND .................................................................................... 242

Enabled Value for Marital Status ................................................................................................................................... 242
HUMAN CAPITAL MANAGEMENT FOR NORWAY............................................................................................. 243

HUMAN CAPITAL MANAGEMENT FOR OMAN ................................................................................................. 244

HUMAN CAPITAL MANAGEMENT FOR POLAND .............................................................................................. 245

HUMAN CAPITAL MANAGEMENT FOR QATAR ................................................................................................ 246

HUMAN CAPITAL MANAGEMENT FOR REPUBLIC OF KOREA ............................................................................ 247

HUMAN CAPITAL MANAGEMENT FOR ROMANIA ........................................................................................... 248

National Identifier Validation......................................................................................................................................... 248
. 7
HUMAN CAPITAL MANAGEMENT FOR SAUDI ARABIA..................................................................................... 249
Statutory Reporting: Saudi Arabia IPE Report - Annual Salary ....................................................................................... 249
Global Reports ............................................................................................................................................................... 250
HUMAN CAPITAL MANAGEMENT FOR SERBIA ................................................................................................ 251

Value Enabled for Highest Education Level.................................................................................................................... 251
HUMAN CAPITAL MANAGEMENT FOR SPAIN .................................................................................................. 252

National Identifiers Validation ....................................................................................................................................... 252
HUMAN CAPITAL MANAGEMENT FOR SWEDEN.............................................................................................. 253

Enhanced Post Number Validation ................................................................................................................................ 254
HUMAN CAPITAL MANAGEMENT FOR SWITZERLAND ..................................................................................... 255

Worker Data Validation Report...................................................................................................................................... 255
HUMAN CAPITAL MANAGEMENT FOR TAIWAN .............................................................................................. 256

HUMAN CAPITAL MANAGEMENT FOR UKRAINE ............................................................................................. 257

HUMAN CAPITAL MANAGEMENT FOR THE UNITED KINGDOM ........................................................................ 258

End of Year Process of P60 End of Year Statement........................................................................................................ 258
NI Category Update Process - Young Persons National Insurance Category Assessment .............................................. 259
Pensions Automatic Enrolment and Re-enrolment Enhancement ................................................................................ 260
Generate Pensions Automatic Enrolment Notification Letters Process......................................................................... 265
Year to Date Reconciliation Report ................................................................................................................................ 267
PAYE and NI Adjustments .............................................................................................................................................. 267
Uptake of XML Format Output for Deductions from Earnings order (DEO)................................................................... 270
HCM Data Loader Support for Calculation Cards ........................................................................................................... 272
EDI Incoming Message File Upload Method Change ..................................................................................................... 275
National Insurance Calculation for Apprentices Under 25 ............................................................................................. 278
New Student Loan Type ................................................................................................................................................. 278
Court Orders .................................................................................................................................................................. 279
Direct Earnings Attachments (DEA) Higher Rate Calculation .................................................................................... 279
Deductions from Earnings Order (DEO) Parameter Change...................................................................................... 280
Scottish Legislative Changes .......................................................................................................................................... 281
Scottish Rate of Income Tax ...................................................................................................................................... 281
Scottish Earnings Arrestment .................................................................................................................................... 282
Legislative Changes for Tax Year End 2015-16 ............................................................................................................... 283
Legislative Changes for Tax Year 2016-17 ...................................................................................................................... 284
PAYE and National Insurance Rates and Thresholds ................................................................................................. 284
National Insurance Changes ...................................................................................................................................... 284
Statutory Payment Rate Changes .................................................................................................................................. 287
Pensions Automatic Enrolment Thresholds ................................................................................................................... 287
Legislative Updates to Real Time Information Reporting .............................................................................................. 288
. 8
New Processes Real Time Information Reporting ..................................................................................................... 288
Changes Summary..................................................................................................................................................... 289
Full Payment Submission 2016-17 ............................................................................................................................ 289
New, Changed and Deleted Items ............................................................................................................................. 290
Significant Validation Changes .................................................................................................................................. 292
Employer Payment Summary 2016-17...................................................................................................................... 293
Earlier Year Updates 2015-16 ................................................................................................................................... 294
Override PAYE and NI Calculations for the Period ......................................................................................................... 294
HUMAN CAPITAL MANAGEMENT FOR THE UNITED STATES ............................................................................ 298

Third-Party Involuntary Payments Extract ..................................................................................................................... 298
New Jersey Family Leave Insurance ............................................................................................................................... 299
Quarter-to-Date Archive ................................................................................................................................................ 300
Support for State-Specific Payslip/Checkwriter Enhancements..................................................................................... 301
Third-Party Monthly Tax Filing Extract ........................................................................................................................... 301
Manage Features by Country or Territory ..................................................................................................................... 302
Employee Active Payroll Balance Report ....................................................................................................................... 304
PA Act 32 Calculation Enhancements ............................................................................................................................ 305
Assignment Enhancements for Affordable Care ACT Support ....................................................................................... 305
Legal Employer Enhancements for Affordable Care Act Support .................................................................................. 306
Tax Reporting Unit Enhancements for Affordable Care Act Support ............................................................................. 307
Pennsylvania Residency Certificate Available from Portrait .......................................................................................... 307
Batch Loader Support for New Jersey Family Leave Insurance Exemption.................................................................... 308
Calculate Federal Income Taxes Based on Period-to-Date Amount .............................................................................. 308
Archive End-of-Year ACA Information............................................................................................................................ 309
ACA 1095-C Employee Report........................................................................................................................................ 310
Regional Tax Levy Support ............................................................................................................................................. 311
PA Act 32 Support for Third-Party Periodic Tax Filing .................................................................................................... 312
PA Act 32 Support for Third-Party Quarterly Tax Filing.................................................................................................. 313
Third-Party Tax Filing Interface Support for User-Defined Taxes................................................................................... 313
Payroll Payment Date Override...................................................................................................................................... 314
Payroll Batch Loader Support for Regional Tax Levies ................................................................................................... 314
ACA 1094-c Employer Report......................................................................................................................................... 315
ACA 1094-c Employer Audit Report ............................................................................................................................... 317
Payroll Batch Loader Support for School District Codes ................................................................................................ 317
Third-Party Involuntary Payment Extract Reports ......................................................................................................... 318
Courtesy Tax Implementation........................................................................................................................................ 319
Support for Resident and Nonresident Balances in Third-Party Quarterly Tax Filing .................................................... 320
Enhanced Employer Matching for 401 (k) Deferred Compensation Plans ..................................................................... 320
Synchronize Employee Withholding Certificates with HR Data ..................................................................................... 321
Include Resident and Nonresident City and County Tax Balances on Quarterly Tax Filing ............................................ 322
Refined Data Selection for Third-Party Tax Filing Extracts ............................................................................................. 322
Set Check Date on Third-Party Periodic Tax Filing Extract ............................................................................................. 323
HUMAN CAPITAL MANAGEMENT FOR UNITED ARAB EMIRATES ..................................................................... 325

Statutory Reporting: Wage Protection System (WPS) Salary Information File .............................................................. 325
Global Reports ............................................................................................................................................................... 326
Abu Dhabi Retirement Pensions and Benefits Fund ...................................................................................................... 327
NETWORK AT WORK ...................................................................................................................................... 330
. 9
Kudos Functionality........................................................................................................................................................ 330
Kudos Notifications ........................................................................................................................................................ 332
Collaboration Through Oracle Social Network ............................................................................................................... 334
TIME AND LABOR ........................................................................................................................................... 336

Worker View of Personal Schedule and Team Schedule................................................................................................ 336
Manager View and Edit of Team Schedule .................................................................................................................... 337
User-Defined Time Attributes Available for Time Entry ................................................................................................. 341
Enable US Location Overrides as Payroll Time Entries ................................................................................................... 343
TRANSACTIONAL BUSINESS INTELLIGENCE...................................................................................................... 346

Line Manager Access to PII and Other Sensitive Information ........................................................................................ 346
Matrix Manager Hierarchy ............................................................................................................................................. 346
Unsecured Assignment Manager Hierarchy .................................................................................................................. 347
Workforce Management - Checklist Real Time .............................................................................................................. 347
Time and Labor Subject Areas........................................................................................................................................ 347
Currency Conversion in Workforce Compensation ........................................................................................................ 347
Metrics in Workforce Compensation ............................................................................................................................. 348
Personal Payment Details Real Time Subject Area ........................................................................................................ 348
Element Entries Subject Area Enhancements ................................................................................................................ 349
Vacation Balance Reporting ........................................................................................................................................... 349
Vacancy Real Time Subject area .................................................................................................................................... 349
Expected Return Date - Absence Subject Area .............................................................................................................. 349
Enhanced Worker Dimension ........................................................................................................................................ 350
Enhanced Job Dimension ............................................................................................................................................... 350
Attribute in Worker Absence Details - Real Time Subject Area ..................................................................................... 350
Action Type - Benefits Action Items Subject Area .......................................................................................................... 350
Oracle BI MAD ................................................................................................................................................................ 351
Reporting Establishment ................................................................................................................................................ 351
Worker Legislation - Enabled, Obsolete Flags ............................................................................................................ 352
Mobile - View Your Analytics ......................................................................................................................................... 352
Sample Reports .............................................................................................................................................................. 353
WORKFORCE MODELING ................................................................................................................................ 354

View Empty Positions in the Hierarchy .......................................................................................................................... 354
Add Values Automatically Using Position Defaulting ..................................................................................................... 355
Streamline Mass Terminations ...................................................................................................................................... 355
Secured Salary Entry ...................................................................................................................................................... 356
WORKFORCE REPUTATION MANAGEMENT .................................................................................................... 357

Simplified User Interface ............................................................................................................................................... 357
Employee Access to Reputation Scores and Social Roles ............................................................................................... 358
Employee Mentorship.................................................................................................................................................... 359
Reputation Profile Search .............................................................................................................................................. 360
Corporate Social Media Usage Compliance ................................................................................................................... 361
Oracle Social Network (OSN) Integration ....................................................................................................................... 361
. 10
REVISION HISTORY
This document will continue to evolve as existing sections change and new information is added. All
updates are logged below, with the most recent updates at the top.
Date Whats Changed Notes
02 SEP 2016 Oracle Fusion Absence Management: Added new feature information
Configuration Option for Integration with delivered in Update 21 (August).
Time and Labor
Improved Absence Certifications Process delivered in Update 15 (March).
02 SEP 2016 Oracle Fusion Global Human Resources: Added new feature information
Position Synchronization When Using HCM delivered in Update 10 (October 15).
Data Loader to Load Position Changes
Provide Additional Flexibility for Accrual delivered in Update 7 (July 15).
Calculations
Provide Rolling Forward Periods for delivered in Update 7 (July 15).
Qualification Plans
02 SEP 2016 Oracle Fusion Absence Management: New Added new feature information
Attributes for Calculation of Qualified delivered in Update 7 (July 15).
Entitlements
05 AUG 2016 Oracle Fusion Global Payroll: Additional Added new feature information
Flow Parameter for Create Batch for an delivered in Update 20 (August).
Object
05 AUG 2016 Oracle Fusion Global Human Resources for Added new feature information
the United States: Refined Data Selection delivered in Update 20 (August).
for Third-Party Tax Filing Extracts
05 AUG 2016 Oracle Fusion Global Human Resources for Added new feature information
the United States: Set Check Date on Third- delivered in Update 20 (August).
Party Periodic Tax Filing Extract
05 AUG 2016 Oracle Fusion Global Human Resources for Updated documentation delivered in
the United States: Synchronize Employee Update 19 (July).
Withholding Certificates With HR Data
05 AUG 2016 Oracle Fusion Global Human Resources: Feature information delivered in Update
Additional Option for Rehire 20 (August).
Recommendation
05 AUG 2016 Oracle Fusion Absence Management: View Feature information delivered in Update
Accrued Entitlements 10 (October).
05 AUG 2016 Oracle Fusion Global Human Resources- Feature information delivered in Update
HCM Data Loader: User-Key Support for 19 (July).
Multirow Extensible Key Flexfields
01 JUL 2016 Oracle Fusion Global Human Resources: Feature information delivered in Update
Local Name Support on Edit My Details 19 (July).
Page
. 11
Worklist Management Checklist Real 19 (July).
Time
Half Day Calendar Events for Elapsed Work 19 (July).
Schedules
01 JUL 2016 Oracle Fusion Global Human Resources for Feature information delivered in Update
the United States: Enhanced Employer 19 (July).
Matching for 401 (k) Deferred
Compensation Plans
the United States: Synchronize Employee 19 (July).
Withholding Certificates With HR Data
the United States: Include Resident and 19 (July).
Nonresident City and County Tax Balances
on Quarterly Tax Filing
01 JUL 2016 Oracle HCM Common Features- HCM Data Feature information delivered in Update
Loader: Simplify Global Transfers 19 (July).
Performed by Data Upload
Loader: Upload of Assignment Records with 17 (May).
Effective Dates That Are Later Than the
Termination Date
Loader: Enhanced Validation of Worker 17 (May).
Records by HCM Data Loader
03 JUN 2016 Oracle Fusion Global Human Resources: Feature information delivered in Update
Buttons Relocated to Ribbon in Mass 18 (June).
Assignment Change Spreadsheet
03 JUN 2016 Oracle Fusion Global Payroll: Information Feature information delivered in Update
Balances in the Payroll Balance Report 18 (June).
03 JUN 2016 Oracle Fusion Global Payroll: Person and Feature information delivered in Update
Payroll Relationship Group Parameters for 18 (June).
Run Deduction Report
03 JUN 2016 Oracle Fusion Global Human Resources for Feature information delivered in Update
the United States: Third-Party Involuntary 18 (June).
Payment Extract Reports
the United States: Courtesy Tax 18 (June).
Implementation
the United States: Support for Resident and 18 (June).
Nonresident Balances in Third-Party
Quarterly Tax Filing
03 JUN 2016 Oracle Fusion Global Payroll: Deduction Feature information delivered in Update
Category and Deduction Parameters for 17 (May).
. 12
Run Deduction Report
03 JUN 2016 Oracle Fusion Global Human Resources: Feature information delivered in Update
New Profile Option to Cache Person Images 17 (May).
Australia: Capture Of Non-Specific Gender 17 (May).
03 JUN 2016 Oracle HCM Cloud Common - HCM Data Feature information delivered in Update
Loader: Purge Person Data 17 (May).
Australia: Workplace Gender Equality 13 (January).
Profile Report
06 MAY 2016 Oracle Fusion Global Payroll: Edit Payroll Feature information delivered in Update
Period Names 17 (May).
06 MAY 2016 Oracle Fusion Global Human Resources for Feature information delivered in Update
Canada: Involuntary Deductions: Protected 17 (May).
Pay Percentage
the United States: Third-Party Tax Filing 17 (May).
Interface Support for User-Defined Taxes
the United States: Payroll Payment Date 17 (May).
Override
the United States: Payroll Batch Loader 17 (May).
Support for Regional Tax Levies
the United States: ACA 1094-c Employer 17 (May).
Report
the United States: ACA 1094-c Employer 17 (May).
Audit Report
the United States: Payroll Batch Loader 17 (May).
Support for School District Codes
the United Kingdom: Override PAYE and NI 17 (May).
Calculations for the Period
Sweden: Enhanced Post Number Validation 17 (May).
06 MAY 2016 Oracle Fusion Global Human Resources: Feature information delivered in Update
Directory Management Incremental 17 (May).
Refresh of Manager Hierarchy
01 APR 2016 Oracle Fusion Global Payroll: Excel Output Feature information delivered in Update
Support for Payroll Reports 16 (April).
01 APR 2016 Oracle Fusion Global Payroll: Dynamic Feature information delivered in Update
Payroll Relationship Group Support for 16 (April).
Payroll Activity Report
. 13
01 APR 2016 Oracle Fusion Global Payroll: Void Payment Feature information delivered in Update
Action in Prepayments 16 (April).
01 APR 2016 Oracle Fusion Global Human Resources: Feature information delivered in Update
Automated Reassigning of Pending 14 (February).
Approvals and Correcting Invalid Supervisor
Assignments
01 APR 2016 Oracle Fusion Human Capital Management Feature information delivered in Update
for Mexico: National Identifier Validation 14 (February).
01 APR 2016 Oracle Fusion Human Capital Management Feature information delivered in Update
for the United States: PA Act 32 Support for 16 (April).
Third-Party Quarterly Tax Filing
04 MAR 2016 Oracle Fusion Global Payroll: Value Set Feature information delivered in Update
Usage in Flow Parameters 15 (March).
04 MAR 2016 Oracle Fusion Human Capital Management Feature information delivered in Update
for the United States: Regional Tax Levy 15 (March).
Support
for the United States: PA Act 32 Support for 15 (March).
Third-Party Periodic Tax Filing
04 MAR 2016 Oracle Fusion Global Human Resources: Feature information delivered in Update
Worker View of Employment Information in 13 (January).
Simplified User Interface
for Australia: HCM Data Loader Support for 15 (March).
Calculation Cards
05 FEB 2016 Oracle Fusion Global Payroll: Payment Feature information delivered in Update
Method Batch Loader Tasks 14 (February).
05 FEB 2016 Oracle Fusion Global Payroll: Feature information delivered in Update
Enhancements to Payment Method Rules 14 (February).
05 FEB 2016 Oracle Fusion Global Payroll: Calling a Flow Feature information delivered in Update
Within a Flow 14 (February).
05 FEB 2016 Oracle Fusion Human Capital Management Feature information delivered in Update
for the United States: Archive End-of-Year 14 (February).
ACA Information
for the United States: ACA 10-95-C 14 (February).
Employee Report
for Australia: Workplace Gender Equality 11 (November). This update provides
Profile Report more details.
for Australia: Capture of Non-Specific 13 (January). This update provides more
Gender details.
for the United Kingdom: Legislative 14 (February).
Changes for Tax Year End 2015 -16
. 14
Changes for Tax Year End 2016 -17
for the United Kingdom: National Insurance 14 (February).
Calculations for Apprentices Under 25
for the United Kingdom: Scottish Legislative 14 (February).
Changes
Updates to Real Time Information
Reporting
for the United Kingdom: Court Orders 14 (February).
for the United Kingdom: New Student Loan 14 (February).
Type
for the United Kingdom: EDI Incoming 14 (February).
Message File Upload Method Change
for Japan: My Number 14 (February).
for Romania: National Identifier Validation 12 (December).
for Serbia: Value Enabled for Highest 14 (February).
Education Level
for Spain: National Identifiers Validation 14 (February).
01 JAN 2016 Oracle Fusion Human Capital Management Feature information delivered in Update
for the United Kingdom: PAYE and NI 13 (January).
Adjustments
for the United Kingdom: Uptake of XML 13 (January).
format output for Deductions from
earnings order (DEO)
for the United Kingdom: HCM Data loader 13 (January).
support for calculation cards
01 JAN 2016 Oracle Fusion Benefits: Filter Data and Feature information delivered in Update
Suppress Life Event Triggering 13 (January).
01 JAN 2016 Oracle Fusion Benefits: End Date a Benefit Feature information delivered in Update
Group for the Whole Batch 13 (January).
01 JAN 2016 Oracle Fusion Global Payroll: Rolling 12 Feature information delivered in Update
Month Balance Dimension 13 (January).
. 15
01 JAN 2016 Oracle Fusion Global Payroll: Display Year- Feature information delivered in Update
to-Date Hours in Payroll Register Report 13 (January).
01 JAN 2016 Oracle Fusion Global Payroll: Corrective Feature information delivered in Update
Actions Available on Completed Flows 13 (January).
Transactional Business Intelligence: 13 (January).
Reporting Establishment
Transactional Business Intelligence: Worker 13 (January).
Legislation - Enabled, Obsolete Flags
for Canada: End-of-Year Reporting (T4A 13 (January).
Only)
04 DEC 2015 Oracle Fusion Human Capital Management Feature information delivered in Update
for the United Arab Emirates: Abu Dhabi 12 (December).
Retirement Pensions and Benefits Fund
04 DEC 2015 Oracle Fusion Compensation and Total Changes were made to the
Compensation Statement: Workforce documentation of this feature that was
Compensation Supports Matrix Structures delivered in Release 10.
for the United Kingdom: Pensions 12 (December).
Automatic Enrolment and Re-enrolment
Enhancement
for the United Kingdom: Generate Pensions 12 (December).
Automatic Enrolment Notification Letters
Process
for Canada: End-of-Year Reporting (RL-1 12 (December).
Only)
for the United States: Batch Loader Support 12 (December).
for New Jersey Family Leave Insurance
Exemption
for the United States: Calculate Federal 12 (December).
Income Taxes Based on Period-to-Date
Amount
04 DEC 2015 HCM Common Features for Payroll: Flows: Feature information delivered in Update
Multiple Tasks and Task Sequence Deletion 12 (December).
04 DEC 2015 Oracle Fusion Global Payroll: Payroll User Revised Documentation of feature
Interface Configuration information delivered in Update 11
(November).
for Canada: End-of-Year Reporting (T4 11 (November).
Only)
. 16
04 DEC 2015 Oracle Fusion Human Capital Management This feature was delivered in Release 10,
for the United Kingdom: Year to Date but was not documented, now updating
Reconciliation Report the documentation.
04 DEC 2015 Oracle Fusion Human Capital Management This feature was delivered in Release 10,
for the United Kingdom: NI Category but was not documented, now updating
Update Process - Young Persons National the documentation.
Insurance Category Assessment
30 OCT 2015 Oracle Fusion Human Capital Management Feature information delivered in Update
for the United States: Assignment 11 (November).
Enhancements for Affordable Care Act
Support
for the United States: Legal Employer 11 (November).
Enhancement for Affordable Care Act
Support
for the United States: Tax Reporting Unit 11 (November).
Enhancements for Affordable Care Act
Support
for the United States: Pennsylvania 11 (November).
Residency Certificate Form Available from
Portrait
30 OCT 2015 Oracle Fusion Global Payroll: Payroll User Feature information delivered in Update
Interface Configuration 11 (November).
30 OCT 2015 Oracle Fusion Global Payroll: Display Feature information delivered in Update
Additional Information on Payslips 10 (October).
30 OCT 2015 Oracle Fusion Global Payroll: Enhanced Updated Feature documentation
Support for Rate Definitions delivered in Update 7 (July).
30 OCT 2015 Oracle Fusion Global Human Resources: Feature information delivered in Update
New Approval Rule for Simplified User 11 (November).
Interface Personal Information
for Finland: Enabled Value for Marital 11 (November).
Status
for New Zealand: Enabled Value for Marital 11 (November).
Status
for Belgium: Added Value for Gender 11 (November).
for Australia: Workplace Gender Equality 11 (November).
Profile Report
for Australia: Capture of Non-Specific 11 (November).
Gender
. 17
30 OCT 2015 Oracle Fusion Human Capital Management Feature information delivered in Release
for Canada: Ability to Change Display for 10 base.
Province to Full Name
30 OCT 2015 Oracle Fusion Human Capital Management Feature information delivered in Release
for Canada: Time and Labor Calculation 10 base.
Component
23 SEP 2015 Oracle Fusion Compensation: Convert Feature information delivered in Update
Worker-Level Budget Amounts into Local 9 (September).
Currency
23 SEP 2015 Oracle Fusion Human Capital Management Feature information delivered in Update
for the United States: Employee Active 10 (October).
Payroll Balance Report
23 SEP 2015 Oracle Fusion Human Capital Management Feature information delivered in Update
for the United States: PA Act 32 Calculation 10 (October).
Enhancements
27 AUG 2015 Oracle Fusion Global Payroll: Update User Feature information delivered in Release
Defined Legislations 10 base.
27 AUG 2015 Oracle Fusion Global Payroll: New Country Feature information delivered in Update
Field for Personal Payment Methods to 9 (September).
Support International Payments
27 AUG 2015 Oracle Fusion Global Payroll: Enhanced Feature information delivered in Update
Support for Rate Definitions 7 (July).
27 AUG 2015 Oracle Fusion Global Payroll: Gross-to-Net Feature information delivered in Update
Report Based on Process Date 8 (August).
27 AUG 2015 Oracle Fusion Global Payroll: Report Year- Feature information delivered in Update
to-Date Summary 9 (September).
27 AUG 2015 Oracle Fusion Global Payroll: Report Feature information delivered in Update
Payment and Nonpayment Balances 9 (September).
Loader: Import Local File 8 (August).
31 JUL 2015 Oracle Fusion Human Capital Management Feature information delivered in Update
for India: Nomination Information 8 (August).
31 JUL 2015 Oracle Fusion Human Capital Management Feature information delivered in Update
for Australia: Trade Support Loan Support 8 (August).
31 JUL 2015 Oracle Tap (Mobile): Mobile- Language Feature information delivered in Update
Support Enhancements 8 (August).
31 JUL 2015 Oracle Tap (Mobile): Mobile - Security Feature information delivered in Update
Enhancements 8 (August).
31 JUL 2015 Oracle Tap (Mobile): Mobile - Worker Feature information delivered in Update
Detail and Public Profile 8 (August).
31 JUL 2015 Oracle Tap (Mobile): Mobile - Access Feature information delivered in Update
Worker Social Wall 8 (August).
31 JUL 2015 Oracle Tap (Mobile): Mobile - Organization Feature information delivered in Update
Navigator 8 (August).
31 JUL 2015 Oracle Tap (Mobile): Mobile - Schedule Feature information delivered in Update
Absences 8 (August).
. 18
31 JUL 2015 Oracle Tap (Mobile): Mobile - Update Feature information delivered in Update
Biological Information 8 (August).
31 JUL 2015 Oracle Tap (Mobile): Mobile - View Feature information delivered in Update
Payslips 8 (August).
31 JUL 2015 Oracle Tap (Mobile): Mobile - Worklist and Feature information delivered in Update
Notifications 8 (August).
31 JUL 2015 Oracle Tap (Mobile): Mobile - Manger Self- Feature information delivered in Update
Service Transactions 8 (August).
31 JUL 2015 Oracle Tap (Mobile): Mobile - View Your Feature information delivered in Update
Analytics 8 (August).
. 19
OVERVIEW
This document outlines the information you need to know about new or improved functionality in
Oracle Global Human Resources Cloud Release 10. Each section includes a brief description of the
feature, the steps you need to take to enable or begin using the feature, any tips or considerations that
you should keep in mind, and the resources available to help you.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at
oracle_fusion_applications_help_ww_grp@oracle.com. Please indicate you are inquiring or providing
feedback regarding the Global HR Cloud Whats New for Release 10 in the body or title of the email.
. 20
RELEASE FEATURE SUMMARY
Some of the new Release 10 features are automatically available to users after the upgrade and some
require action from the user, the company administrator, or Oracle.
The table below offers a quick view of the actions required to enable each of the Release 10 features.
IMPORTANT NOTE: If you are upgrading from an earlier release to Oracle Global Human Resources
Cloud Release 10, then the security upgrade must be completed first to enable new Release 10 features.
See the document Upgrading Applications Security in Oracle HCM Cloud Release 10 (ID 2023523.1) on
My Oracle Support for details.
Action Required to Enable Feature

Automatically End User Action Administrator Oracle Service
Feature Available Required Action Required Request Required
HCM Common Features
Import Local File
Flexible Pipe-Delimited File Format
Secure Data Transfer
Automated or User-Managed Processing
Status and Error Reporting
Flexible Key Support
Person Purge Data
Upload of Assignment Records with
Effective Dates That Are Later Than the
Termination Date
Simplify Global Transfers Performed by

Data Upload
Enhanced Validation of Worker Records

by HCM Data Loader
User-Key Support for Multirow Extensible

Key Flexfields
Country-Level Address Rule
Enhanced Element Template for

Absences
Enhanced Element Template for Time

Cards
Simplified Bank Account Page
Support for BI Report Submission in

Payroll Flows
Quick Report, Process, and Flow

Submission
Flows: Multiple Tasks and Task Sequence

Deletion
Mobile - Language Support
. 21
Enhancements
Mobile - Access Worker Social Wall
Mobile - Worklist and Notifications
Role Simplification
Simplified Role Hierarchy
Applications Security
Copy Role and Inherited Hierarchy
Analyze Roles by Role Category
Aggregate Privileges
Generate X.509 Certificate
Generate Certificate Signing Request for

X.509 Certificate
Import Certificates from Keystore
Privilege Discoverer Report
User Role Membership Report
Mobile - Security Enhancements
Absence Management
Audit Framework Includes Absence

Record Data
HCM Extracts Includes Absence Record

Data and Accrual Balances
Approval Framework Enhancements
Assignment Hours as Work Schedule

Option
Schedule Half Days for Absences

Measured in Calendar Days
Override Payment Percentages for

Calculated Entitlements
Absence Records for Contingent Workers
Attachments for Absence Records
View Accrued Entitlements
Provide Additional Flexibility for Accrual

Calculations
Provide Rolling Forward Periods for

Qualification Plans
New Attributes for Calcultion of Qualified

Entitlements
Configuration Option for Integration with

Time and Labor
Improved Absence Certifications Process
Mobile - Schedule Absences
Benefits
. 22
Rate Start Date Rule
Extracting Benefits Data Using HCM

Extracts
Benefits Formula Evaluation
Continuing Benefits Type
Close Enrollment Process Rule
Filter Data and Suppress Life Event

Triggering
End Date a Benefit Group for the Whole

Batch
Compensation
Workforce Compensation Supports

Matrix Structures
Hide Ineligible Workers from Workforce

Compensation Worksheet
Prevent Worksheet Submission Using

New Alert Type
Import Data Into External Data Tables
Migrate Total Compensation Statement

Using Functional Setup Manager
Enhanced Salary and Individual

Compensation Approval Notifications
Convert Worker-Level Budget Amounts

into Local Currency
Competitions
My Competitions
Competition Leader Board
Quick and Easy Competition Creation
Competition Details
Global Human Resources
Person Extra Information Effective Dating
Worker Assignment Hours by Day of

Week
Position Management Enhancements -
Defaulting of Additional Attributes from
Position

Position Synchronization

Number of Incumbents
Ability to Add Transaction Initiator as a

Checklist Task Performer
Access Person Information While Working

on a Checklist Task
. 23
Manage Delay Duration of a Checklist

Task
Restrict Checklist Template to a

Localization
Ability to Update Actual Start and End

Dates from the Notification
Ability to Define Collective Agreements

for Workers
Ability to Define Seniority Dates
Enhancements for Global Transfer
Approval Notification Personalization
Add Comments and Attachments when

Submitting a Transaction for Approval
Audit of HCM Data Roles and Security

Profiles
Future Dated Positions and Organizations
Shared Person Information in Person

Security Profiles
Auto Provisioning for the Enterprise
New Approval Rule for Simplified User

Interface Personal Information
Worker View of Employment Information

in Simplified User Interface
New Profile Option to Cache Person

Images
Buttons Relocated to Ribbon in Mass

Assignment Change Spreadsheet
Half Day Calendar Events for Elapsed

Work Schedules
Worklist Management Checklist Real

Time
Local Name Support on Edit My Details
Page
Additional Option for Rehire

Recommendation
Position Synchronization When Using
HCM Data Loader to Load Position
Changes
Changes to Privileges for Predefined

Roles
Person Management Access
Send Pending LDAP Requests
User Details System Extract Report
Automated Reassigning of Pending

Approvals and Correcting Invalid
. 24
Supervisor Assignments
Directory Management Incremental

Refresh of Manager Hierarchy
Mobile - Employee Self Service

Transactions
Mobile - Manger Self-Service Transactions
Mobile - Worker Detail and Public Profile
Mobile - Organization Navigator
Mobile - Update Biographical Information
Global Payroll
Simplified QuickPay Flow
Tasks for Managing Balance Groups
Roll Up Payments to Third-Party

Organizations
Payroll Costing Report
Expansion of Payment Method Criteria
Payroll Cycle Flow Pattern Enhancements
Update User-Defined Legislations
New Country Field for Personal Payment
Methods to Support International
Payments
Enhanced Support for Rate Definitions
Gross-to-Net Report Based on Process

Date
Report Year-to-Date Summary
Report Payment and Nonpayment

Balances
Payroll User Interface Configuration
Display Additional Information on

Payslips
Rolling 12 Month Balance Dimension
Display Year-to-Date Hours in Payroll

Register Report
Corrective Actions Available on

Completed Flows
Calling a Flow Within a Flow
Payment Method Batch Loader Tasks
Enhancements to Payment Method Rules
Value Sets Usage in Flow Parameters
Void Payment Action in Prepayments
Excel Output Support for Payroll Reports
Dynamic Payroll Relationship Group

Support for Payroll Activity Report
Edit Payroll Period Names
. 25
Deduction Category and Deduction

Parameters for Run Deduction Report
Person and Payroll Relationship Group

Parameters for Run Deduction Report
Information Balances in the Payroll

Balance Report
Additional Flow Parameter for Create

Batch for an Object
Mobile - View Payslip
Payroll Interface
Payroll Interface Report for NGAs Payroll

Exchange
Calculate Gross Earnings Process Optional

for Global Payroll Interface Extracts
Human Capital Management
for Australia
Address Validation
Supplemental Taxation and Reporting

Address Style
Trade Support Loan Support
Workplace Gender Equality Profile Report
Capture of Non-Specific Gender
HCM Data Loader Support for Calculation

Cards
for Austria
Maintaining Person Information
for Bahrain
for Belgium
Maintaining Employment Information
Added Value for Gender
for Brazil
for Canada
Load Geographies for Canada
Employment Equity Interface
Features by Country or Territory
Ability to Change Display for Province to

Full Name
Time and Labor Calculation Component
. 26
End-of-Year Reporting (T4 Only)
End-of-Year Reporting (RL-1 Only)
End-of-Year Reporting (T4A Only)
Involuntary deductions: Protected Pay

Percentage
for China
Postal Code Validation
Include Enterprise Annuity Employer
Contribution in the Monthly Income Tax
Calculation
Enable the Global Element Result for

China Localization
Tax Calculation on Severance Payments
Payroll Data Validation Report
for Denmark
for Estonia
for Finland
Enabled Value for Marital Status
for France
Statutory Reporting: Enhancement to

Personnel Register
Enhancement to Contract Type and

Subtype
Temporary National Identifier
Automatic Calculation Card Creation
Global Reports
for Germany
Legislative Changes for Name and

Address Validations
Legislative Changes for the Disability

Report
for Hungary
. 27
for India
Address Validation
Nomination Information
for Ireland
Automatic Creation of Deduction Card
Elements Results Report
for Japan
My Number
for Kazakhstan
for Kuwait
Element Template for Additional Social

Insurance
Statutory Reporting: Update to Report

103 - New Hires and Terminations
Statutory Reporting: Update to Report

166 - Monthly Contributions
Statutory Reporting: IPE Consolidated

Report - New Hire and termination
Gratuity Calculation 2013 Enhancement
Monthly Gratuity Accrual Process
Social Insurance Enhancement for

Government Sector Terminations
Global Reports
for Latvia
for Liechtenstein
for Lithuania
for Malaysia
. 28
for Mexico
National Identifier Validation
for Netherlands
Gatekeeper Law (Law Poortwachter)
Global Reports
for New Zealand
Enabled Value for Marital Status
for Norway
for Oman
for Poland
for Qatar
for Republic of Korea
for Romania
National Identifier Validation
for Saudi Arabia

Report - New Hire and Termination
Statutory Reporting: Saudi Arabia IPE

Report - Annual Salary
Global Reports
for Serbia
Value Enabled for Highest Education Level

. 29
for Spain
National Identifiers Validation

for Sweden
Enhanced Post Number Validation
for Switzerland
Worker Data Validation Report
for Taiwan
for Ukraine
for the United Kingdom
End of the Year Process of P60 End of

Year Statement
Year to Date Reconciliation Report
NI Category Update Process - Young
Persons National Insurance Category
Assessment
Pensions Automatic Enrollment and Re-

enrollment Enhancement
Generate Pensions Automatic Enrolment

Notification Letter Process
PAYE and NI Adjustments
Uptake of XML format output for

Deductions from earnings order (DEO)
HCM Data loader support for calculation

cards
EDI Incoming Message File Upload

Method Change
National Insurance Calculations for

Apprentices Under 25
New Student Loan Type
Court Orders
Scottish Legislative Changes
Legislative Changes for Tax Year End

2015-16
. 30
Legislative Changes for Tax Year 2016-17
Legislative Updates to Real Time

Information Reporting
Override PAYE and NI Calculations for the

Period
for the United States
Third-Party Involuntary Payments Extract
New Jersey Family Leave Insurance
Quarter-to-Date Archive
Support for State-Specific

Payslip/Checkwriter Enhancements
Third-Party Monthly Tax Filing Extract
Manage Features by Country or Territory
Employee Active Payroll Balance Report
PA Act 32 Calculation Enhancements
Assignment Enhancements for Affordable

Care Act Support
Legal Employer Enhancements for

Affordable Care Act Support
Tax Reporting Unit Enhancements for

Affordable Care Act Support
Pennsylvania Residency Certificate Form

Available from Portrait
Batch Loader Support for New Jersey

Family Leave Insurance Exemption
Calculate Federal Income Taxes Based on

Period-to-Date Amount
Archive End-of-Year ACA Information
ACA 1095-C Employee Report
Regional Tax Levy Support
PA Act 32 Support for Third-Party Periodic

Tax Filing
PA Act 32 Support for Third-Party

Quarterly Tax Filing
Third-Party tax Filing Interface Support

for User-Defined Taxes
Payroll Payment Date Override
Payroll Batch Loader Support for Regional

Tax Levies
ACA 1094-c Employer Report
ACA 1094-c Employer Audit Report
Payroll Batch Loader Support for School

District Codes
. 31
Third-Party Involuntary Payment Extract

Reports
Courtesy Tax Implementation
Support for Resident and Nonresident
Balances in Third-Party Quarterly Tax
Filing
Enhanced Employer Matching for 401 (k)

Deferred Compensation Plans
Synchronize Employee Withholding

Certificates With HR Data
Include Resident and Nonresident City
and County Tax Balances on Quarterly Tax
Filing
Refined Data Selection for Third-Party Tax

Filing Extracts
Set Check Date on Third-Party Periodic

Tax Filing Extract
Human Capital Management for
the United Arab Emirates

Report - New Hire and termination
Statutory Reporting: Wage Protection

System (WPS) Salary Information File
Global Reports
Abu Dhabi Retirement Pensions and

Benefits Fund
Network at Work
Kudos Functionality
Kudos Notifications
Collaboration Through Oracle Social

Network
Time and Labor
Worker View of Personal Schedule and

Team Schedule
Manager View and Edit of Team Schedule
User-Defined Time Attributes Available

for Time Entry
Enable US Location Overrides as Payroll

Time Entries
Transactional Business Intelligence
Line Manager Access to PII and Other

Sensitive Information
Matrix Manager Hierarchy
Unsecured Assignment Manager
. 32
Hierarchy
Workforce Management Checklist- Real

Time
Time and Labor Subject Areas
Currency Conversion in Workforce

Compensation
Metrics in Workforce Compensation
Personal Payment Details Real Time

Subject Area
Enhancements to Element Entries Subject

Area
Vacation Balance Reporting
Vacancy Real Time Subject Area
Enhanced Worker Dimension
Enhanced Job Dimension
Attribute in Worker Absence Details -

Real Time Subject Area
Action Type -Benefits Action Items

Subject Area
Oracle BI MAD
Reporting Establishment
Worker Legislation - Enabled,

Obsolete Flags
Mobile - View Your Analytics
Sample Reports
Workforce Modeling
View Empty Positions in the Hierarchy
Add Values Automatically Using Position

Defaulting
Streamline Mass Terminations
Secured Salary Entry
Workforce Reputation Management
Simplified User Interface
Employee Access to Reputation Scores

and Social Roles
Employee Mentorship
Reputation Profile Search
Corporate Social Media Usage

Compliance
Oracle Social Network (OSN) Integration
. 33
HCM COMMON FEATURES
The following HCM common features include enhancements for Release 10:
HCM Data Loader

Global Human Resources
Payroll Common Features
Oracle Tap (Mobile)
HCM DATA LOADER
HCM Data Loader is a flexible and comprehensive bulk-data-loading solution for business objects across
multiple Oracle Fusion Human Capital Management products. You can use it for data-migration,
ongoing inbound interfaces, and one-off bulk updates. It supports the bulk load of your configured
descriptive and extensible flexfield data, translation data, tree hierarchies, person images, and
Document of Record attachments.
IMPORT LOCAL FILE
You can now select files for HCM Data Loader processing directly from your local machine, removing the
need to upload your files first to the Oracle WebCenter Content server.
The existing Import File button displays unprocessed files available on the Oracle WebCenter Content
server. The new Import Local File option allows you to either browse for a local file or drag and drop a
file from your file explorer to the Browse button.
. 34
Your selected file is uploaded to the Oracle WebCenter Content server and the Schedule Request page
opens. On this page, you can immediately submit your file for processing.
STEPS TO ENABLE
There are no steps necessary to enable this feature.
KEY RESOURCES
For more information go to My Oracle Support for the following guide:
HCM Data Loader Users Guide (Document ID 1664133.1)
FLEXIBLE PIPE-DELIMITED FILE FORMAT
You can now simplify your inbound integrations by including the business object components and
attributes relevant to your use case, whether that be full date-effective history for data migration, or
incremental changes for data maintenance. You can supply multiple business object specific files in one
compressed zip file and process them together. HCM Data Loader understands the order in which the
business object data must be loaded to ensure referenced data is loaded first.
STEPS TO ENABLE
KEY RESOURCES
For more information about HCM Data Loader file formats, go to My Oracle Support for the following
guide:
HCM Data Loader Users Guide, (Document ID: 1664133.1)
SECURE DATA TRANSFER
You can now optionally deliver encrypted compressed zip files to Oracles WebCenter Content server
secured by a specific HCM Data Loader account. The compressed zip file is then streamed from the
WebCenter Content server and decrypted during import into stage tables before a multithreaded
process loads valid objects into Oracle Fusion. You can use either the Oracle Fusion HCM File Import and
. 35
Export interface, or the WebCenter Content web service to deliver a zip file to the WebCenter Content
server.
Your compressed zip file is deleted by default from the WebCenter Content server as soon as HCM Data
Loader has finished streaming it. You can change the default behavior by updating the Delete Source
File parameter to No on the Configure HCM Data Loader page. Alternatively, you can choose to retain
your source files for an individual file by setting the Delete Source File parameter to No on the Schedule
Request window.
STEPS TO ENABLE
KEY RESOURCES
For more information about delivering data files to the Oracle WebCenter Content server, go to My
Oracle Support for the following guide:
HCM Data Loader Users Guide, (Document ID: 1664133.1).
AUTOMATED OR USER-MANAGED PROCESSING
You can now automate inbound interfaces using the WebCenter Content and HCM Data Loader web
services, or control the import and loading processes using the new Import and Load Data user
interface.
You can use the Import and Load Data user interface to manually initiate the import and optional load of
a data set (zip file) and monitor the progress of that data set. The user interface includes a Data Set
table and a Business Objects table. The Data Set table displays the data sets or zip files submitted for
processing. The Business Objects table displays the business objects that were included in the zip file.
On both the Data Set and Business Objects tables the Imported and Loaded Progress columns display
the status of import and load.
. 36
Import and Load Data User Interface
STEPS TO ENABLE
KEY RESOURCES
For more information about HCM Data Loader automated or user managed imports, go to My Oracle
Support for the following guide:
HCM Data Loader Users Guide, (Document ID: 1664133.1).
STATUS AND ERROR REPORTING
You can use the following methods to review and monitor the status of your import and load requests:
Import and Load Data user interface Allows review of the progress of your files via the
Import and Load Data user interface, with comprehensive status and record count
information, message summary, and error management that allows you to review the
details of failed records.
. 37
The Data Set Table in the Import and Load Data User Interface
HCM Extract - You can monitor the results of your data loading using the new HCM Extract
output, which provides machine readable status and error information.
Data Set Status - You can also diagnose complex errors using the new Data Set Status
available from the Diagnostic framework.
STEPS TO ENABLE
KEY RESOURCES
For more information about status and error handling with HCM Data Loader, go to My Oracle Support
for the following guide:
HCM Data Loader Users Guide (Document ID: 1664133.1).
FLEXIBLE KEY SUPPORT
HCM Data Loader supports the following four key types:
Oracle Fusion GUID (Globally Unique Identifier)

Oracle Fusion surrogate ID
Source Key ID
User key
You can create new objects specifying your source-system identifier and continue to maintain and
reference that data in Oracle Fusion using your Source Key. Alternatively, supply the User Key
information, for example Organization Name, Person Number, or Absence Type. In addition Oracle
Fusions internal surrogate ID and Globally Unique ID (GUID) can be used.
. 38
STEPS TO ENABLE
KEY RESOURCES
For more information about flexible key support with HCM Data Loader, go to My Oracle Support for the
following guide:
HCM Data Loader Users Guide (Document ID: 1664133.1)
PURGE PERSON DATA
The Purge Person process, available from the Diagnostic Framework, purges the following person-
related data from your stage and test environments:
Absences
Benefits
Compensation
Documents and Attachments
Performance Data
Goals and Performance
Talent Profile
Payroll Relationships
Element Entries
Calculation Cards
Addresses
Assignments (including Extra Information Types )
Work Relationships
Contacts and Contact Relationships
Worker Personal Information (including Passport, Citizenship, E-Mails, Licenses, National
Identifiers, and Extra Information Types )
Roles and User Details
The Purge Person process does not purge data that was created using HCM File-Based Loader, nor does
it purge predefined person data.
You can specify which records to purge by supplying comma-delimited person numbers or person IDs.
Alternatively, supply a SQL query to return the person IDs for all person records that you want to purge.
. 39
STEPS TO ENABLE
Raise a service request through My Oracle Support (MOS) to request enablement of the Purge Person
process on your stage and test pods.
This process cannot be enabled in production environments.
TIPS AND CONSIDERATIONS
You can run the Purge Person process without committing the purge so that you can review the results
before you delete the data permanently.
KEY RESOURCES
For more information on purging person data, see the following document on My Oracle Support
(MOS):
Purging HCM Data from Test and Stage Environments (Document ID 2132109.1)
UPLOAD OF ASSIGNMENT RECORDS WITH EFFECTIVE DATES THAT ARE LATER THAN THE
TERMINATION DATE
Prevent the upload of invalid assignment records using HCM Data Loaders new validation. Prior to this
enhancement, it was possible to load an assignment record for a terminated work relationship where:
The status of the assignment record was set to either ACTIVE or SUSPENDED.
The effective dates of the assignment record were later than the termination date of the
work relationship.
You can continue to load assignment records for a terminated work relationship where the effective
dates are later than the work relationship termination date, provided that the assignment status is
INACTIVE. No other assignment status is valid.
STEPS TO ENABLE
SIMPLIFY GLOBAL TRANSFERS PERFORMED BY DATA UPLOAD
Perform global transfers efficiently. A global transfer involves the termination of an existing work
relationship with one legal employer and the creation a new work relationship with a different legal
employer. The addition of the GlobalTransferFlag attribute enables you to perform global transfers
efficiently in uploaded work relationship records.
To perform a global transfer when the source work relationship is the workers primary work
relationship, you load:
. 40
The new work relationship record with the GlobalTransferFlag attribute set to Y and an
action code from the EMPL_GLB_TRANSFER action type
The child components of the new work relationship record
HCM Data Loader automatically terminates the existing primary work relationship and sets the
termination date to the day before the start date of the new work relationship.
You can perform a global transfer of the primary work relationship only when no active secondary work
relationships exist.
To perform a global transfer when the source work relationship is a nonprimary work relationship, you
load:
The new work relationship record with the GlobalTransferFlag attribute set to Y and an
action code from the EMPL_GLB_TRANSFER action type
The existing nonprimary work relationship record without the GlobalTransferFlag attribute
The child components for the new work relationship record but not for the existing
nonprimary work relationship record
The parent worker record
HCM Data Loader automatically terminates the existing nonprimary work relationship and sets the
termination date to the day before the start date of the new work relationship.
STEPS TO ENABLE
ENHANCED VALIDATION OF WORKER RECORDS BY HCM DATA LOADER
Include now only one row for each worker in the data file, when you create workers or update existing
workers. As no date-effective attributes are exposed on the worker component, there is no functional
reason for storing date-effective history in the PER_ALL_PEOPLE_F table. To correct any attribute of an
existing worker record, you must perform a correction.
For new worker records created using HCM Data Loader, the Start Date and Effective Start Date
attributes of the worker component must equal the start date of the workers earliest work relationship.
Any mismatch in these dates now causes an error to be raised.
STEPS TO ENABLE
USER-KEY SUPPORT FOR MULTIROW EXTENSIBLE KEY FLEXFIELDS
When you configure a multirow extensible key flexfield, you can configure one or more segments as the
key that uniquely identifies a single row of the multirow context. HCM Data Loader treats these
. 41
segments as user-key attributes, which ensures that you can reference a single flexfield record using
only user keys.
STEPS TO ENABLE
KEY RESOURCES
For more information, go to My Oracle Support for the following guide:
HCM Data Loader Users Guide (document ID 1664133.1)
GLOBAL HUMAN RESOURCES
Oracle Fusion Global Human Resources enables your organization to plan, manage and optimize all
workforce segments using flexible and extensible best practices to realize extraordinary gains while
ensuring compliance and increasing total workforce engagement.
COUNTRY-LEVEL ADDRESS RULE
The Manage Features by Country or Territory task, formerly Manage Payroll Product Usage, now
includes options for controlling the address style and the level of address validation. The address style
determines which address attributes are available and maintained in the application. The address style
can also affect validation, for example, if you specify that geography uses an address style to validate
specific attributes. For example, in the United States, the address style can be defined to validate the
State attribute.
The combination of address style and address validation determines the level of validation. The values
you can select depend on the combination of the country or territory and the selected country
extension. For example, for Canada, you can change the address style from its original value only when
you set the country extension to Human Resources or None, not Payroll or Payroll Interface.
. 42
Manage Features by Country or Territory Page
STEPS TO ENABLE
Changing address styles can affect validation rules and may lead to address data integrity
and validation issues. If you provide data to a third party, such as a payroll or benefit
provider, statutory recipients, or financial institutions, changes to validation or address
styles may result in missing data or unrecognized data. Make sure to test any changes you
make to the address style or validation for a country or territory before you implement
them in a production environment.
Disabling address validation disables only any country-specific programmatic validation
rules created for a specific country or territory. Disabling address validation on the Manage
Features by Country or Territory page does not have any impact on the validation you have
set up on the Manage Geographies page.
KEY RESOURCES
For more information related to this feature, go to Applications Help for the following topics:
Selecting Country Extensions: Worked Example

Changing Address Styles and Address Validation for HCM: Critical Choices
. 43
PAYROLL
This section describes new features that are relevant if you use features such as elements, formulas,
payroll definitions and database items, even if you dont use Global Payroll. Typical applications using
payroll common features are Absence Management, Benefits, Compensation, Global Human Resources,
Global Payroll Interface and Time and Labor.
ENHANCED ELEMENT TEMPLATE FOR ABSENCES
You can easily create payroll elements for the plans you create in Oracle Fusion Absence Management.
When you create an element, you complete questions that automatically create an absence element
and its calculation components, related elements, balances, and formulas. For example, you select the
type of information to transfer and the calculation units to use when reporting the absence. If you
transfer accrual balances, you decide whether to:
Calculate absence liability

Enable partial payment of a balance
Enable balance payments when enrollment ends
You can also select a method to reduce regular earnings if employees dont complete a time card. You
determine rates for your payments either in Absence Management or when you complete the element
template questions. When processing absence entries in a payroll run, the formula associated to the
absence element uses the global formula Rate Converter to convert rates.
Absences Element Template Questions
You associate the absence element to a plan in Absence Management, assign the plan to a person and
decide whether to automatically transfer the absence information as its recorded and approved, or run
a batch process. The daily breakdown and summary information transferred to the persons calculation
. 44
card is processed in the next payroll run. You can then view the persons absence accrual balance,
absence payments, and deductions on their statement of earnings and payslip.
STEPS TO ENABLE
Select the rate to use for an absence element in your absence plan or in the element template. If you
select the rate on both pages, ensure you select the same rate.
KEY RESOURCES
For more information about absence elements, go to Applications Help for the following topic:
Creating Payroll Elements for Processing Absences: Procedure
ENHANCED ELEMENT TEMPLATE FOR TIME CARDS
This feature only applies to user-defined legislations and predefined country extensions that have
enabled the feature in this release.
You can create nonrecurring elements using the new Time Card category to process pay based on time
card entries, such as elements for regular, overtime, and shift pay. Creating a time card element
automatically generates all the related elements, balances, formulas, and calculation components
required to calculate and process payments for reported time. When you create an element, you select
a primary classification of standard or supplemental earnings and select the Time Card category. You
can select the units to use to report calculated time, and also select a rate definition the formula uses to
calculate time. After you submit the element definition, you create element eligibility records for the
base, results, calculation, and retroactive elements generated by the element template.
Important: Do not create elements using the Time Card category if you are operating in a country where
Oracle provides an HR, Payroll Interface, or Payroll Extension, as indicated on the Manage Features by
Country or Territory page in the Setup and Maintenance work area.
. 45
Time Card Template Questions
Submit this process to convert a standard or supplemental element to a time card element only if you
created the element. You only submit this process to convert standard and supplemental elements to
time card elements if either of the following conditions applies. You created the element:
Before this release and you didnt submit the Create Time Card Calculation Components
process to convert the element
After upgrading to this release but without selecting the Time Card category
These elements must have a calculation rule of hours multiplied by rate. After running the process, you
perform the following steps:
Create element eligibility records for the elements generated by the process, typically the
base element and the related elements: retroactive and results elements, and elements
ending with a suffix of CIR.
Compile the formulas used to calculate the time card element.
STEPS TO ENABLE
KEY RESOURCES
For more information about time card elements, go to Applications Help for the following topic:
Creating Elements for Time Card Entries: Explained
. 46
SIMPLIFIED BANK ACCOUNT PAGE
A new page for creating bank account information is now available that works with a new profile option
to control whether employees and professional users can create bank and branch data. You can choose
to use either the original page or the new page. You can enable the new page at the site, country, or
legislative data group level.
The following screen captures show a comparison between the original and new versions of the Create
Bank Account page. For each version, there are two screen captures of the page:
When bank data is preloaded

When the user can create bank and branch details
Comparison of Original and New Create Bank Account Pages
. 47
Differences between the original and new page are highlighted in the following table:
Queries Original Page New Page
Can users enter different No Yes. There is no bank and branch details
variations of the same bank validation across personal payment methods
and branch details?
What controls user access to The Manage Bank and The Use Existing Banks and Branches profile
create bank and branch Manage Bank Branch option (at site or user level) By default, it's set
information? privileges to No at the site level, which enables
employees or professional users to enter bank
and branch data directly rather than selecting
from a list of values.
Which global fields are Account Number, Option of country-specific required fields.
required when Create is Account Type, Bank
enabled? Name, Branch Name, and
Routing Transit Number
Does bank and branch data Yes No
entered by users on the Create
Bank Account page appear on
the Manage Bank and Manage
Branch pages in Cash
Management?
STEPS TO ENABLE
NOTE: If you choose to use the original Create Bank Account page, you dont need to enable this
feature.
1. Enable the simplified bank account page using the Payroll User Interface Configuration formula
and the Show Simplified Bank Account preference in a user-defined table. For detailed steps,
refer to the Payroll User Interface Configuration feature described elsewhere in this document.
NOTE: If you want users to select only the preloaded banks and branches ensure that you set the Use
Existing Banks and Branches profile option to Yes. Refer to the next section for details.
If you set the Use Existing Banks and Branches profile option to No, which enables
employees or other roles to create banks and branches, provide guidance to use unique
names and follow appropriate naming conventions.
This profile option works with the new Create Bank Account page that employees and
professional users see when creating personal payment methods. This profile option does
not affect the original version of the Create Bank Account page.
. 48
KEY RESOURCES
For more information about banks information related to personal payment methods, go to
Applications Help for the following topics:
Entering Bank Information For Personal Payment Methods: Critical Choices

Payroll Batch Loader Workbooks for Bank Data
SUPPORT FOR BI REPORT SUBMISSION IN PAYROLL FLOWS
If you create or customize a BI Publisher report, you can run your report from a payroll flow by adding
the Run BI Publisher Report task to your payroll flow pattern. When you submit the flow, the reporting
automatically generates an output file that you can view. The output file is based on the template used
for the BI Publisher report, such as an HTML template. Add single or multiple BI Publisher reports to
your copied or user-defined flow pattern.
BI Publisher Reporting Task Added to the Weekly Payroll Flow Pattern
STEPS TO ENABLE
Follow these steps to add the task to a new flow pattern:
1. Create a flow pattern on the Manage Payroll Flow Patterns page in the Payroll Checklist work
area.
2. Complete on the Create Payroll Flow Pattern page the basic information. Select the Statutory
activity, and the run BI Publisher Report task.
3. Edit on the Task page the selected task as required.
4. Confirm on the Task Sequence page the sequence is correct.
5. Add a required parameter for the first argument of the BI Publisher report on the Flow
Parameter page. The flow parameters map to the BI Publisher arguments. For example, the first
. 49
argument is the first bind variable of a SQL query data model. Optionally, rename the
parameter to a more meaningful name.
6. Confirm and specify in the Parameter Details section of the Task Parameters page the following:
Confirm that the Parameter Basis for the First Argument value is Bind to Flow.
Specify a value for the Report Name and Report Path parameters.
Specify values for other arguments if required.
7. Review the flow and submit it
QUICK REPORT, PROCESS, AND FLOW SUBMISSION
Submit your HCM extract reports, payroll processes, and flows directly from the Enter Parameters page
by clicking the Submit button. This method skips the remaining flow submission pages. You might
choose this method to speed up submission, if you dont want to:
Connect other flows to the current flow

Schedule a flow
Review the flow before submitting it
Submit Button on the Enter Parameters Page
STEPS TO ENABLE
. 50
FLOWS: MULTIPLE TASKS AND TASK SEQUENCE DELETION
Previously you could only delete a single task or task sequence. Now when you create or edit a flow
pattern, you can select contiguous or noncontiguous rows. Delete tasks in the Tasks or Task Sequence
tab, and rearrange tasks in the Task Sequence tab. Review tasks by sorting them by task group before
deciding which ones to delete.
For example, you might create a separate flow pattern for accounting tasks and delete those tasks from
your weekly payroll.
Shows the Tasks Sorted by Task Group and the Selected Rows to Delete
. 51
Task Sequence Tab Showing the Selected Tasks to Reorder
STEPS TO ENABLE
ORACLE TAP (MOBILE)
This section describes new features that are relevant if you use Oracle Tap for HCM Mobile applications.
Oracle Tap works on smart devises that have a web browser, such as smart phones and tablets.
MOBILE - LANGUAGE SUPPORT ENHANCEMENTS
Oracle Tap mobile solutions supports the same languages available in Fusion HCM Cloud with the
exception of languages that read from right to left.
STEPS TO ENABLE
. 52
MOBILE - ACCESS WORKER SOCIAL WALL
Within Oracle Tap, you can start an Oracle Social Network (OSN) conversation with a worker that you
have selected. This feature requires that the OSN app is installed on the device because Oracle Tap uses
punch-out integration with OSN to connect.
STEPS TO ENABLE
To connect with OSN, you need to install OSN on your mobile device and setup an appropriate OSN
account. If you have an active account in both Fusion and OSN, then you can use this feature.
MOBILE - WORKLIST AND NOTIFICATIONS
You can view and act on workflow tasks on the Notification/Approvals page on your mobile device. As a
manager, you can approve or reject a task and access the details task page. The details task page is a
web view of the detail task view. Actions can only be done within the list view of the Notification page.
STEPS TO ENABLE
. 53
ROLE SIMPLIFICATION
Role definitions for the security reference implementation are simplified. Many roles beneath the job
level are eliminated. The privileges that are defined are assigned to job or abstract roles, either directly
or as aggregate privileges (which are new to Release10). This reduces the complexity of role
administration and customization. Some things to consider with the role simplification are:
An aggregate privilege combines the functional privilege for an individual task or duty with
the relevant data privileges. Oracle defines and delivers aggregate privileges, these cannot
be customized.
Privileges or aggregate privileges can be assigned directly to job or abstract roles. (In
Release 9, privileges could be assigned only to duty roles.)
Every job or abstract role that existed in Release 9 also exists in the simplified role hierarchy for Release
10. Each of these job or abstract roles authorizes the same privileges in Release 10 as it did in Release 9.
Release 10 adds some new job roles. The nodes in the hierarchy between a job and its privileges are
reduced and simplified.
Release 10 will include both the hierarchy you are used to and the new simplified hierarchy. On
upgrade, users will be members of the old hierarchy. You can move users to the new hierarchy at your
discretion. Note that new functionality will exist under the new hierarchy.
SIMPLIFIED REFERENCE ROLE MODEL
Every job or abstract role that existed in Release 9 also exists in the simplified role hierarchy for Release
10. Each of these job or abstract roles authorizes the same privileges in Release 10, as it did in Release 9.
Release 10 although, adds some new job roles. The nodes in the hierarchy between a job and its
privileges are reduced and simplified.
Release 10 will include both the hierarchy you are used to and the new simplified hierarchy. On
upgrade, users will be members of the old hierarchy. You can move users to the new hierarchy at your
discretion. Note that new functionality will exist under the new hierarchy.
STEPS TO ENABLE

For existing customers who upgrade to Release 10, you can choose to move your users to the simplified
hierarchy at your own discretion. Before beginning the move to the simplified hierarchy, please be sure
to review the white papers on My Oracle Support to understand what is involved and how it will work.
. 54
APPLICATIONS SECURITY
Oracle Fusion Applications Security provides a single console in which security managers and security
administrators can review, design, and modify roles in Oracle Fusion Applications. It enables users to
visualize the relationship among roles, and to model applications-menu and task-pane entries for any
role. Users can also manage certificates and review a set of security reports.
COPY ROLE AND INHERITED HIERARCHY
You may create a new role by copying an existing role, then editing the copy. You have the option of
copying only the "top" role (the role itself) or the top role and its inherited roles.
If you choose to copy only the top role, your copy shares its role hierarchy with the source role. That is,
the source role inherits subordinate roles, and your copy inherits the same roles. Subsequent changes to
those inherited roles will affect not only the source role, but also your copy.
If you choose to copy the top role and its inherited roles, the copied top role inherits new copies of all
subordinate roles. This option insulates the copied role from any changes to the original versions of the
inherited roles.
Copy Options for a Role Selected
STEPS TO ENABLE
. 55
Enter the role name suffix to use during role copy in the Administration tab. This suffix will be used
every time you copy inherited roles.
ANALYZE ROLES BY ROLE CATEGORY
A role belongs to a category, which describes the purpose the role shares in common with other roles.
Typically a category contains a type of role configured for an application, such as "Financials Duty
Roles." You can review statistics about the categories themselves: the number of roles in each, the
number of role memberships (roles belonging to other roles within the category), and the number of
function and data security policies created for those roles. (Roles by Category pie chart compare the
number of roles in each category with those in other categories.)
You can select a category and list the roles belonging to it. For each role, you can review its role
memberships, function and data security policies, and users assigned to it.
The Security Console Analytics Page
STEPS TO ENABLE
. 56
AGGREGATE PRIVILEGES
Aggregate privileges are new in this release. Each aggregate privilege combines the functional privilege
for an individual task or duty with the relevant data privileges. Oracle defines aggregate privileges,
which cannot be customized. You can however, include them within job hierarchies that you define.
When a job hierarchy uses aggregate privileges and you depict that hierarchy in the Security Console
visualization, the aggregate privileges appear as distinct elements of the hierarchy.
Security Console Visualization of a Role Hierarchy with Aggregate Privileges, Which are Labeled A
STEPS TO ENABLE
GENERATE X.509 CERTIFICATE
A digital certificate establishes public and private keys for encrypting and decrypting data that Oracle
Cloud applications exchange with other applications. You can now generate certificates in the X.509
format and/or continue to generate PGP formatted certificates. You can also export saved X.509
certificates for signing by a certifying authority or for use in other certificate systems.
STEPS TO ENABLE
. 57
GENERATE CERTIFICATE SIGNING REQUEST FOR X.509 CERTIFICATE
When you generate an X.509 certificate it exists initially at a self-signed state. You transform it to a
trusted state by having it digitally signed by a certificate authority. The Security Console enables you to
create a Certificate Signing Request (CSR), a file that you would then send to a certificate authority. You
would then import the response as a trusted certificate.
STEPS TO ENABLE
Although the Security Console creates the CSR, you are expected to follow a process established by your
organization to forward the CSR to a certificate authority. This process does not apply to PGP
certificates.
IMPORT CERTIFICATES FROM KEYSTORE
You can import an X.509 certificate, typically belonging to an external source with which your system is
to communicate. One or more X.509 certificates may be contained within a keystore and you have the
option of importing certificates from a keystore. (Alternatively, you may import a certificate file on its
own.)
Keystore Option Selected During X.509 Certificate Import
STEPS TO ENABLE
. 58
PRIVILEGE DISCOVERER REPORT
The Privilege Discoverer Report lists every secured action a user is authorized to within a work area.
STEPS TO ENABLE
USER ROLE MEMBERSHIP REPORT
The User Role Membership Report lists each user's job roles.
STEPS TO ENABLE
MOBILE - SECURITY ENHANCEMENTS
To meet our customers needs related to security, Oracle Tap is providing support the following types of
security capabilities:
Federated SSO with a Customers External IDP

Configured with IP addresses to allow and/or block access (i.e., blacklist or whitelist)
A connection from a mobile device can utilize VPN from the device
Supports 2-way authentication (NOTE: This functionality is only supported with iOS)
App Containerization Support:
o Oracle Tap can be deployed with MDM solutions to secure the mobile device and/or
the mobile applications on a device
o You will need to use the security archive that is posted on OTN:
http://www.oracle.com/technetwork/topics/cloud/downloads/index.html. The
company will need to define and implement a process to download the latest security
archive, wrap it, re-deploy it via the enterprise app store and notify users. (NOTE:
This functionality is only supported with iOS)
STEPS TO ENABLE
Each security capability requires specific information and steps to enable. Have your Administrator
refer to the key resources section for more details.
. 59
KEY RESOURCES
For more information about configuring these security capabilities, go to My Oracle Support for the
following documents:
Oracle Tap User Authentication (Security) Approaches (Document ID 2025696.1)

How To Prepare App for 2-Way Authentication (Document ID 1955314.1)
TECH NOTE - Oracle Tap for iOS - Wrapping with Good Technologies (Document ID
1928088.1)
. 60
ABSENCE MANAGEMENT
Oracle Fusion Absence Management is a configurable and flexible global solution that enables
organizations to manage absences of their workforce. The framework provides ability to define both
complex and diverse absence plans. It integrates with the Oracle Fusion Global Payroll and Oracle Fusion
Time and Labor products and provides dedicated work areas for the roles of Administrator and
Employees. You can extract absence data for use with third-party payroll providers.
AUDIT FRAMEWORK INCLUDES ABSENCE RECORD DATA
The audit framework includes absence records. If you have the Internal Auditor job role assigned, you
can view audit reports for absence management.
Audit Reports Option on the Navigator
. 61
Audit Reports Page
STEPS TO ENABLE
To enable audits for absence management, use the Manage Audit Policies task in the Setup and
Maintenance work area.
Manage Audit Policies Task
. 62
HCM EXTRACTS INCLUDES ABSENCE RECORD DATA AND ACCRUAL BALANCES
HCM Extracts now includes absence records, use of entitlements, and accrual plan balances. The user
entities added to integrate absence records, entitlement information, and accruals with third-party
service providers and payrolls are:
PER_EXT_SEC_PERSON_UE
ABS_EXT_ABSENCE_ENTRY_UE
ABS_EXT_ACCRUAL_UE
STEPS TO ENABLE
KEY RESOURCES
For more information, go to Applications Help for the following topics:
Extracting Absence Data Using HCM Extracts: Points to Consider

Defining an Extract: Worked Example
APPROVAL FRAMEWORK ENHANCEMENTS
To expand the capabilities for approval business rules, you now have an optional, configurable
Additional Payload attribute field to help you configure the absence approval flow according to your
organization needs. This allows more flexibility in routing approvals within your organization.
The absence approvals task also has two new delivered functions:
The GetManager function automatically approves an absence if the requestor has no manager assigned
in the hierarchy. This function is applicable in cases when the employee is a CEO or head of an
organization.
The GetRepresentative function automatically approves an absence if the requestor has no

HR Representative assigned in the hierarchy.
STEPS TO ENABLE
Users with the Administrator role can configure approval rules. To enable the Additional Payload
attribute rule:
1. Click Manage Absence Types in the Absence Administration work area.

2. Click Display Features on the Create Absence Type page.
3. Select Specified in the Additional Payload attribute row in the Approval and Processing Rules
section.
. 63
Additional Payload Attribute
ASSIGNMENT HOURS AS WORK SCHEDULE OPTION
You can now specify a workers daily assignment hours where the start time, end time, and hours vary in
the new Assignment Hours Details dialog box. Click the Assignment Hours Details button after the
Working Hours field in assignment details to open the Assignment Hours Details dialog box. You can
define the daily working hours for a worker. The availability calculation uses this work week schedule to
calculate the workers availability by day.
Assignment Details Page Showing the Assignment Hours Details Button after the Working Hours Field
. 64
Assignment Hours Details
In Absence Management, when a worker schedules an absence, the work schedule timings and number
of hours for that particular day are reflected on the absence request page.
For Example: A workers assignment hours are from 08:00 to 12:00 every Friday. When you schedule an
absence for the worker on a Friday, the availability calculation uses the workers start and end times to
determine the workers availability by day. So the total absence time calculated for the worker is four
hours.
This feature is available in Global Human Resources. When a worker schedules an absence in Absence
Management, the application automatically calculates the workers absence hours based on the work
schedule.
STEPS TO ENABLE
SCHEDULE HALF DAYS FOR ABSENCES MEASURED IN CALENDAR DAYS
You can now schedule a half day absence for absence types measured in calendar days.
To use this feature, when you schedule an absence, select the Advanced Mode.
. 65
Select Advanced Mode on the Manage Absence Records Page to Schedule a Half Day Absence
Select Half day in the Duration Field to Schedule a Half Day Absence
STEPS TO ENABLE
. 66
OVERRIDE PAYMENT PERCENTAGES FOR CALCULATED ENTITLEMENTS
HR Specialists can now easily handle exception cases when processing employee leave transactions by
changing the payment percentages for calculated qualified entitlements for a qualification absence.
Select the Override Payment Percentage Button on the Plan Use Tab
The Override Payment Percentage Dialog Box
STEPS TO ENABLE
. 67
ABSENCE RECORDS FOR CONTINGENT WORKERS
Absence Management now supports absences for contingent workers. You can add the absences for
contingent workers the same way as for employees and through the same user interfaces.
However, you may want to process your contingent worker absences differently from those of
employees, and have separate absence types and absence plans for them. You can define the absence
plans for contingent workers so that their absence information does not transfer to payroll for
processing. Use eligibility profiles to restrict these Absence types for contingent workers.
STEPS TO ENABLE
ATTACHMENTS FOR ABSENCE RECORDS
The Attachments feature enables an Administrator, Manager, or Employee to attach files when
recording an absence. An employee may need to submit documents for absence requests where proof
is required, such as medical certificates for an extended sick leave. Attachments include files and links.
Select the Add Attachment Button on the Schedule Absences Page
. 68
Attachments Dialog Box
STEPS TO ENABLE
To enable the attachments feature on the absence recording pages for an employee, manager, or
administrator:
1. Click Manage Absence Types in the Absence Administration work area.

2. Click Display Features on the Create Absence Type page.
3. Select Enabled in the Attachments row, in the Primary Absence Details section.
Attachments
You can attach any number of files. However, the combined file size must not exceed the maximum limit
of 2 MB for an absence record.
. 69
VIEW ACCRUED ENTITTLEMENTS
You can now view current, historic, and projected accrual details at different points in the worker's
history.
To view accrued entitlements:
1. In the Person Management work area, select the worker whose entitlements you want to view.
2. Click Manage Absence Records to open the Manage Absences and Entitlements page.
3. In the Plan Participation section Accrual Plans subsection, click the accrual plan for which you
want to view details to open the Accrual Plan Balance dialog box.
View Absence Details by Changing the Balance Calculation Date
4. Change the Balance Calculation Date to view the details of current, past or future-dated
absences. The details displayed in the Summary and Details tab change according to the
selected date.
STEPS TO ENABLE
PROVIDE ADDITIONAL FLEXIBILITY FOR ACCRUAL CALCULATIONS
Using the Global Absence Accrual Matrix fast formula, you can now define the hours worked to
determine the paid time eligible workers accrue over the course of an accrual term.
STEPS TO ENABLE
To enable the accrual rate, use the Accrual Formula choice list in the Create or Edit Absence Plan page,
Accruals tab to associate the appropriate formula with the absence plan.
. 70
Example Accrual Formula that you can Associate with Accrual Absence Plans
PROVIDE ROLLING FORWARD PERIODS FOR QUALIFICATION PLANS
Absence Management now provides the option to track plan entitlements under a rolling forward
period definition. A rolling forward period calculates the start date from the first date a worker's
absence begins and calculates the end date by adding the term duration to the start date.
For example, if the term duration is 365 days and the absence start date is 10 Feb, then the end date
will be 09 Feb of the following year. The rolling forward option evaluates absences between this start
date and end date to track plan entitlements for that period.
To use the rolling forward option:
1. In the Absence Administration work area, click Manage Absence Plans to open the Manage
Absence Plans page.
2. On the Search Results section toolbar, click Create to open the Create Absence Plan dialog box.
3. In the Plan Type field, select Qualification.
4. Click Continue.
On the Create Absence Plan page Plan Attributes tab Plan Term section, select Rolling Forward as the
type.
. 71
Rolling Forward Plan Term Type for Qualification Plans
NEW ATTRIBUTES FOR CALCULATION OF QUALIFIED ENTITLEMENTS
When creating a qualification plan, you can now use the absence type and absence reason attributes
and reference them in matrix-based calculations of entitlements.
To use these attributes:
1. In the Absence Administration work area, click Manage Absence Plans to open the Manage
Absence Plans page.
2. On the Search Results section toolbar, click Create to open the Create Absence Plan dialog box.
3. In the Plan Type field, select Qualification.
4. Click Continue.
5. On the Create Absence Plan page Plan Attributes tab, enter the required fields.
6. Select the Entitlements tab.
7. In the Qualification Band Matrix section, click Add to enter a new row.
. 72
Expression Builder in the Qualification Band Matrix Section
8. Enter the Sequence.

9. Click Expression Builder. The Expression Builder dialog box appears.
10. Click Entities.
11. Expand the Absence folder to select an attribute.
. 73
Select an Attribute from the Absence Folder
STEPS TO ENABLE
CONFIGURATION OPTION FOR INTEGRATION WITH TIME AND LABOR
You can now enhance the performance of Absence Management by changing the default configuration
for integration with the time repository. By default, the configuration option is enabled. However, you
can now disable the option for customers who are not using Time and Labor.
To change the option, you can use the Integration to Time Repository option in the Manage Job
Configuration page of the Absence Administration work area.
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Configure Option for Integration with Time Repository
IMPROVED ABSENCE CERTIFICATIONS PROCESS
In order to streamline the documentation aspect, you can now use the Documentation feature to track
documentation related to a workers absence.
Documentation Feature
STEPS TO ENABLE
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MOBILE - SCHEDULE ABSENCES
You can view a list of the employees available balances and planned absences for the different absence
types. Employees can also request an absence from the different absence types and frequencies.
STEPS TO ENABLE
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BENEFITS
Oracle Fusion Benefits is a complete, configurable and flexible global solution that enables organizations
to successfully evolve and adapt to the unique needs of their workforce. The solution enables setup of
traditional 'one-size fits all' plans to highly complex plans that selectively target different workforce
segments with different benefit packages. Self-service capabilities present the user with an out of the
box intuitive guided enrollment process with contextual information and embedded analytics.
RATE START DATE RULE
Control the rate start date based on the date of the first pay check on or after the enrollment start date
without using a rate periodization formula.
You use the new Pay Period Start, Before First Check, on or After Coverage Start rule for plans with
waiting periods or flexible spending accounts, for biweekly, weekly, or semi-monthly payroll
participants.
You select the rule in the Coverage and Rate Date Ranges section of the Enrollment step in the Create or
Edit Plan or Program page of the Plan Configuration work area.
The Rate Start Date field in the Plan Configuration Work Area
For example, your enterprise enforces a waiting period of 30 days for enrolling new hires on biweekly
payrolls into a flexible spending plan. You want the flexible spending account rate to start on the first
day of the pay period that precedes the date of the first pay check on or after the enrollment start date.
You hire a worker on November 1, 2014. The worker makes elections on November 12, 2014. In this
case, the enrollment start date is December 1, 2014. The first check date after the enrollment start date
is December 13, 2014. If you use this date rule, the rate starts November 30, 2014, which is the start of
the pay period, in time for the next check date on December 13, 2014.
STEPS TO ENABLE
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KEY RESOURCES
For more information about the new rate start date rule, go to Applications Help for the following topic:
Rate Start Date for Flexible Spending Account Plans: Critical Choices.
EXTRACTING BENEFITS DATA USING HCM EXTRACTS
You now have an additional way of extracting benefits data. The existing Benefits Extract functionality
produces an HR-XML standard formatted file of enrollment data for onward transmission to third-party
benefits carriers. In addition to using the Benefits Extract for reporting purposes, you can also use the
generic HCM Extracts functionality to extract benefits data using the available Benefits database items.
Use HCM Extracts to create your own reports and extracts in different formats.
You create extracts using the Manage HCM Extracts page in the Data Exchange work area.
The Edit Extract Definition Page in the Data Exchange Work Area
STEPS TO ENABLE
KEY RESOURCES
For more information about extracting benefits data, go to Applications Help for the following topics:
Extracting Benefits Data Using HCM Extracts: Points to Consider

Defining an Extract: Worked Example
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BENEFITS FORMULA EVALUATION
Check if your formula works as expected for a sample participant without any impact on existing data.
Previously, a full-scale plan configuration was required before you could associate your formula with an
appropriate object. Also, you had to necessarily use the participation evaluation process and
enrollments to test the formula.
Now you can check to see if your formula works as expected even before you complete your plan
configuration, thus reducing errors during implementation.
You test your formulas in the Formula tab of the Evaluation and Reporting work area.
The Formula Tab in the Evaluation and Reporting Work Area
STEPS TO ENABLE
KEY RESOURCES
For more information about testing benefits formulas, go to Applications Help for the following topic:
Benefits Formula Evaluation: Points to Consider
CONTINUING BENEFITS TYPE
Report to benefits carriers when enrollments of a participant or dependent end. Some life events, such
as termination, end the enrollment of compensation objects for participants or their dependents. When
you define a life event, you can now specify to carriers about the existence of end-dated offerings and
any associated dependents. You can comply with any reporting requirement associated with the
continuation of benefits coverage to its next phase.
. 79
You specify the continuing benefits type in the Create or Edit Life Event page in the Plan Configuration
work area.
STEPS TO ENABLE
CLOSE ENROLLMENT PROCESS RULE
Use the new rule to control which life events must close or remain in the Started status when you run
the Close Enrollment process. You can now configure the process to either close life events irrespective
of their enrollment period end date or close the events only if the enrollment period end date is met.
The Close Enrollment Rule list is available as part of the parameters page of the Close Enrollment
process in the Evaluation and Reporting work area.
Close Enrollment Rule
STEPS TO ENABLE
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FILTER DATA AND SUPPRESS LIFE EVENT TRIGGERING
The following workbooks contain new attributes to enable you to filter data, if required:
Upload Person Benefit Balances

Upload Person Benefit Groups
The following table describes the new filters available in the workbooks:
Workbook Newly Available Filters

Upload Person Benefit Benefit Balance
Balances Legal Employer
Upload Person Benefit Benefit Group
Groups
Both workbooks now have an Event option that enables you to suppress triggering of life events during
data upload, preventing timeout issues.
Select the following from the Event choice list:
No to suppresses triggering of life events

Yes to trigger life events on the participant's Person Life Events record
All the filters and the Event option are optional.

Access the workbooks from the Evaluation and Reporting work area, Person Data Loaders tab.
The Upload Person Benefits Group Workbook Showing Filters and Event Suppression
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The Upload Person Benefits Balances Workbook Showing Filters and Event Suppression
STEPS TO ENABLE
END DATE A BENEFIT GROUP FOR THE WHOLE BATCH
Use the new button on the Upload Person Benefit Groups workbook to end date a benefit group for the
whole batch rather than end dating a benefit through the user interface, one employee at a time.
You access the workbook from the Evaluation and Reporting work area, Person Data Loaders tab,
Upload Person Benefit Groups task.
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The End Date button on Upload Person Benefit Groups Workbook
STEPS TO ENABLE
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COMPENSATION AND TOTAL COMPENSATION STATEMENT
Oracle Fusion Compensation enables your organization to plan, allocate, and communicate
compensation using the most complete solution in the market. Make better business decisions using
embedded analytics and a total compensation view of workers, regardless of geographic location or pay
package components.
WORKFORCE COMPENSATION SUPPORTS MATRIX STRUCTURES
A new task available in plan setup, called Configure Hierarchies, enables you to create up to three
hierarchies for a single compensation plan to give multiple managers access to the same workers.
A hierarchy determines the workers that appear on each manager's worksheet. The source of these
hierarchies can be the primary line manager hierarchy, another manager hierarchy, a formula, or a
position or department tree.
The primary hierarchy, what we have today, determines the approval chain, the path that budgets roll
down, and modeling usage.
The secondary and the review hierarchies enable other users to view compensation information for
workers available to them, propose allocations, and save those allocations. The primary worksheet
manager can either accept or overwrite those proposals.
For each hierarchy, you can configure how to handle a worker who does not have a manager and the
default access level.
Configure Up to Three Hierarchies
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Managers See Plans for Which they have Access
If a manager doesnt have a secondary managed plan or other plan to review, those regions dont
appear on the Compensation Plans page.
Global settings are also enhanced with new configuration options to control notifications when
manually delegating workers.
STEPS TO ENABLE
Use the Configure Hierarchies task when you set up your workforce compensation plan.
Examples are:
Create a country-based primary hierarchy that enables country leaders to manage the
budget, and a secondary hierarchy that allows line managers to manage the compensation
for their organization.
Give a dotted line manager access to a workers compensation if the worker completed a
project for the manager.
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KEY RESOURCES
For more information about matrix hierarchies, go to Applications Help for the following topics:
Matrix Hierarchies: Explained

Matrix Hierarchies: Points to Consider
Notification Text: Explained
Notifications: How They Work
HIDE INELIGIBLE WORKERS FROM WORKFORCE COMPENSATION WORKSHEET
You can now hide workers made ineligible manually or by the start or refresh processes when tracking
ineligible workers.
STEPS TO ENABLE
Select the Hide ineligible workers on the worksheet check box when you configure plan eligibility.
KEY RESOURCES
For more information about hiding ineligible workers, go to Applications Help for the following topic:
Ineligible Workers: Points to Consider
PREVENT WORKSHEET SUBMISSION USING NEW ALERT TYPE
You can enable managers to save their worksheets but not submit when they trigger a custom alert
using a new alert type called Error preventing submit. Previously, managers could not save their
worksheets if they triggered an error. Now, managers can save their work even though the worksheet
contains this error.
STEPS TO ENABLE
Configure a custom alert using the new alert type, Error preventing submit, when you create or edit a
workforce compensation plan.
KEY RESOURCES
For an example showing this feature, go to Applications Help for the following topic:
Custom Alerts: Examples
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IMPORT DATA INTO EXTERNAL DATA TABLES
A new Manage External Data task in the Compensation work area enables you to import data from a
third-party or legacy system using Oracle ADF Desktop Integration Add-in for Microsoft Excel. You can
then use this data in a workforce compensation plan or display it in a total compensation statement.
To import data from an external source you:
Create different record types to identify the source or purpose of the data by configuring the lookup
type CMP_EXTERNAL_DATA_RECORD_TYPE.
Configure the CMP_EXTERNAL_DATA_RECORD_TYPE
Use the Manage External Data page to open the spreadsheet template to populate your data and then
import the data into the application.
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Use the Manage External Data Page to Populate and Import your Data into the Application
To use the data in the total compensation statement or on the worksheet, you configure a
compensation item to include in a total compensation statement, or the default values in the property
settings for a worksheet column. You change the delivered column names by providing an Item Name or
Display Name.
Select the Record Type and Column to Use as a Compensation Item in a Total Compensation Statement
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Select a Record Type and Column to Use as a Default Value in a Workforce Compensation Worksheet Column
Change the Column Display Name
STEPS TO ENABLE
1. Install Oracle ADF Desktop Integration for Excel on users desktops to import external data.
2. To add External Data you can use one of the two options:
Add External Data into Total Compensation Statement as an Item, and then finish the
category and statement definition configuration.
Add External Data into Workforce Compensation using a custom worksheet column, and
then finish the plan configuration and start the compensation cycle.
3. Use the external data to:
Create a compensation item with External Data as the source and add the item to a
category used in a total compensation statement.
Configure External Data as the default value of a Workforce Compensation worksheet
column.
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MIGRATE TOTAL COMPENSATION STATEMENT USING FUNCTIONAL SETUP MANAGER
New services enable you to migrate total compensation statement definitions and all categories and
items between environments.
Migrate Total Compensation Statements Using FSM
STEPS TO ENABLE
ENHANCED SALARY AND INDIVIDUAL COMPENSATION APPROVAL NOTIFICATIONS
You can now add comments and attachments to salary and individual compensation approval
notifications. Comments and attachments are available to all approvers. You can also configure salary
and individual compensation approvals using the simplified HCM approvals page. The Manage Approval
Transactions for Human Capital Management task is available from Functional Setup Manager.
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Add Comments and Attachments
You can still configure salary and individual compensation approvals from the BPM Worklist.
Configure and Edit Approval Rules for Salary
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Configure and Edit Approval Rules for Individual Compensation
STEPS TO ENABLE
CONVERT WORKER-LEVEL BUDGET AMOUNTS INTO LOCAL CURRENCY
Convert worker-level budget amounts easily into local currency using a dynamic calculation and new
Currency Conversion Rate columns available for each component. Worker-level budgets are stored in
corporate currency and sometimes must be converted to local currency for use in calculations.
Create Dynamic Calculation
STEPS TO ENABLE
There are no steps necessary to enable this feature. The Release Feature Summary action should be
Automatically Available.
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COMPETITIONS
Competitions help managers engage their employees by providing an easy to use application to run
competitions across their teams. Teams members competing with one another can easily see how they
are doing real-time by viewing the competition leader board. Since competitions can be run on an
individual or team basis, you get the added benefit of helping foster greater team building while
focusing on business outcomes.
MY COMPETITIONS
You can quickly see the latest status of any competition from the About Me by going to Competitions
and My Competitions page in the simplified user interface.
My Competitions Page
STEPS TO ENABLE
COMPETITION LEADER BOARD
The Competition Leader Board gives you a single place to see how you and other competitors are doing
in the competition. The leader board also lets you drill into score details and add new scores.
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Leader Board
STEPS TO ENABLE
QUICK AND EASY COMPETITION CREATION
Competition creation is now made quick and simple. Using the four-step wizard, you can easily create a
competition by providing start and end dates, inviting participants, defining how you get points, and
what the awards are.
Competitions Four Step Wizard
STEPS TO ENABLE
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COMPETITION DETAILS
Both Competitors and Competition Owners can now easily access all competition details from a tab on
the Leader board. Owners have the added ability to edit competition details as needed. Owners can
even add new teams and users to the competition from this page, without going through the
competition creation wizard.
Competition Details
STEPS TO ENABLE
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GLOBAL HUMAN RESOURCES
Oracle Fusion Global Human Resources enables your organization to plan, manage and optimize all
workforce segments using flexible and extensible best practices to realize extraordinary gains while
ensuring compliance and increasing total workforce engagement.
PERSON EXTRA INFORMATION EFFECTIVE DATING
The Extra Information tab in the Manage Person page is enhanced to provide date tracking capabilities.
You can now update and correct, and store and retrieve date effective, extra information data for a
person.
STEPS TO ENABLE
WORKER ASSIGNMENT HOURS BY DAY OF WEEK
You can now specify a workers daily assignment hours where the start time, end time, and hours vary
by the day of the week. The availability calculation uses the work week schedule to calculate the
workers availability by day.
The new Assignment Hours Details area is available as a pop-up window near the existing Working
Hours field on the Hire, Manage Employment, and Create Work Relationship pages. Additionally, the
Assignment Hours Details area is displayed in a separate region on the Change Working Hours
transaction.
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STEPS TO ENABLE
POSITION MANAGEMENT ENHANCEMENTS - DEFAULTING OF ADDITIONAL ATTRIBUTES FROM

POSITION
Two new attributes are added to the Assignment page:
Full Time or Part Time

Regular or Temporary fields
The following assignment attributes are now derived from the position:
Full Time or Part Time

Regular or Temporary
Line Manager
STEPS TO ENABLE
POSITION MANAGEMENT ENHANCEMENTS - POSITION SYCHRONIZATION
Position synchronization is inheritance of values in an assignment from the values specified in the
associated position. Attributes that are configured to be synchronized will be displayed as read-only in
the assignment and will inherit their values form the position.
Synchronized attributes which are blank at the position can be edited in the assignment.
If you allow override at the assignment, then an attribute Synchronize from Position is displayed in the
Manage Employment page. If the Synchronize from Position attribute is set to Yes, then the assignment
derives the values from the position.
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If you update an existing position in the Manage Positions page and change any configured attribute,
then all incumbents active assignments inherit that change.
Position Synchronization
STEPS TO ENABLE
As a Human Resources Administrator, you need to configure the attributes that you want to synchronize
from position to the assignment, at the enterprise or legal employer levels.
You can also configure if the end-user can change the synchronized attributes in the assignment by
selecting the Allow Override at Assignment check box in the Position Synchronization Configuration
section.
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POSITION MANAGEMENT ENHANCEMENTS - NUMBER OF INCUMBENTS
You can now control how many workers can be hired with the Number of Incumbents validation. This
validation can prevent selecting a position in the assignment that does not have vacant Full Time
Equivalents (FTEs) or headcount available. If overlap is not allowed at the position, then a warning is
displayed if the open FTE or headcount is exceeded. If overlap is not allowed, you will not be able to
continue unless you select a different position that has a vacant FTE or headcount.
STEPS TO ENABLE
The validation on the number of incumbents is available out of the box for new customers.
Upgrading customers must enable it to use the new validation. To enable the validation:
1. Add the predefined organization information extensible flexfield Position Incumbent

Validation" to the Manage Enterprise page.
2. Select the Apply Incumbent Validation attribute in the Position Incumbent Validation section in
the Edit Enterprise page.
ABILITY TO ADD TRANSACTION INITIATOR AS A CHECKLIST TASK PERFORMER
Tasks on a checklist can be assigned to performers either individually or through roles. The tasks can
now be assigned to the person who initiated the transaction.
Task Creation
STEPS TO ENABLE
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ACCESS PERSON INFORMATION WHILE WORKING ON A CHECKLIST TASK
The performer or the owner can view the basic details of the person for whom the task is being
performed, on a checklist task notification. Performers or owner can click the Person Contextual Action
(PCA) icon to view additional details about the person including department and location.
Person Basic Details
STEPS TO ENABLE
MANAGE DELAY DURATION OF A CHECKLIST TASK
While defining tasks, you can set a delay duration that is used for calculating the planned start and end
dates. The planned dates are calculated by adding the delay duration to the allocation date. Tasks get
assigned on the allocation date, but tasks which have delay duration specified will have the planned
dates reflecting the delay.
How to Create Delays When Creating Tasks
. 100
STEPS TO ENABLE
RESTRICT CHECKLIST TEMPLATE TO A LOCALIZATION
As a Human Resources Specialist or a Line Manager, you can choose a template that is applicable to all
countries or a specific localization to assign to an employee. You can select the localization when you
create a checklist template.
Checklist Template Creation
STEPS TO ENABLE
ABILITY TO UPDATE ACTUAL START AND END DATES FROM THE NOTIFICATION
You can also modify the default actual start and end dates in a checklist task notification. The task actual
dates get updated accordingly in the checklist.
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Start and End Dates Entry
STEPS TO ENABLE
ABILITY TO DEFINE COLLECTIVE AGREEMENTS FOR WORKERS
You can now define collective agreements and link persons to collective agreements.
You can manage collective agreements by accessing the Manage Collective Agreements task from the
Workforce Structures or Setup and Maintenance work area.
Manage Collective Agreements
You can link a persons assignment or employment terms to a collective agreement by using the Add
Person, Create Work Relationship, or Manage Employment user interfaces.
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Link Collective Agreements
STEPS TO ENABLE
ABILITY TO DEFINE SENIORITY DATES
You can now define seniority dates and configure the rules for creating and defaulting seniority dates.
You can set up seniority dates at the person, work relationship, and assignment levels.
You can configure whether the user can override automatic defaulting of the seniority date by accessing
the Configure Seniority Dates task from the Setup and Maintenance work area.
Configure Seniority Dates
You can view and edit the seniority dates of a person at different levels by using the Manage Seniority
Dates user interface in the Person Management work area, provided the configuration allows you to.
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View and Edit Seniority Dates
STEPS TO ENABLE
To access the Manage Seniority Dates user interface, you must set up at least one seniority date rule in
the Configure Seniority Dates task.
ENHANCEMENTS FOR GLOBAL TRANSFER
In a global transfer and global temporary assignment, you can now copy assignment information from
the previous primary assignment.
In a global temporary assignment, you can now decide to make the new work relationship primary.
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STEPS TO ENABLE
APPROVAL NOTIFICATION PERSONALIZATION
As a Human Resources (HR) Administrator, you can now personalize HCM approval notifications.
Personalizing Approval Notifications
Using the Oracle Page Composer, you can selectively show and hide various components of the
notification, including fields, labels and regions.
. 105
Display Options
You can edit labels, color, and the page layout.
Content Style Options
. 106
You can also add custom text and external links to the page. This table shows Work Structures approval
transactions that are available to personalize.
Creates Updates Deletes

Create Grade Update Grade Delete Grade
Create Grade Ladders Update Grade Ladders Delete Grade Ladders
Create Grade Rate Update Grade Rate Delete Grade Rate
Create Job Update Job Delete Job
Create Job Family Update Job Family
Create Positions Update Positions Delete Positions
Create Organization Update Organization
Create Location Update Location Delete Location
This table shows HR approval transactions that are available to personalize.
HR Approval Transactions
Add Contingent Worker Add New Person Add Non Worker
Add Pending Worker Add Work Relationship Manage Employment
Promotions Transfer Create New Assignment
Create New Contract Manage Directs Change Location
Change Manager Change Work Schedule Termination
Manage Work Relationship
STEPS TO ENABLE
ADD COMMENTS AND ATTACHMENTS WHEN SUBMITTING A TRANSACTION FOR APPROVAL
As the initiator of a transaction, you can now add comments and attachments when submitting the
transaction for approval. You can provide relevant information, instructions, and related documents,
along with the transaction to enable subsequent approvers to make informed decisions related to the
approval.
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Comment and Attachment Example
This table shows Work Structures approval transactions that are available to add attachments and
comments.
Creates Updates Deletes

Create Grade Update Grade Delete Grade
Create Grade Ladders Update Grade Ladders Delete Grade Ladders
Create Grade Rate Update Grade Rate Delete Grade Rate
Create Job Update Job Delete Job
Create Job Family Update Job Family
Create Positions Update Positions Delete Positions
Create Organization Update Organization
Create Location Update Location Delete Location
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This table shows HR approval transactions that are available to add attachments and comments.
HR Approval Transactions
Add Contingent Worker Add New Person Add Non Worker
Add Pending Worker Add Work Relationship Manage Employment
Promotions Transfer Create New Assignment
Create New Contract Manage Directs Change Location
Change Manager Change Work Schedule Termination
Manage Work Relationship Cancel Work Relationship
STEPS TO ENABLE
AUDIT OF HCM DATA ROLES AND SECURITY PROFILES
Oracle Fusion Applications supports the audit of changes to various business objects. You can now use
this functionality to track and audit changes to HCM data roles and security profiles. Once audit is
configured for these business objects, a user with the Internal Auditor job role can review any changes,
identify who made them, and see when they were made in the Audit Reports work area.
Reviewing Changes to HCM Security Profiles in the Audit Reports Work Area
. 109
STEPS TO ENABLE
By default, changes to HCM data roles and security profiles arent tracked. To enable tracking and
subsequent audit:
1. Sign in as the Application Implementation Consultant.

2. Select Setup and Maintenance from the home page.
3. Search for and select the Manage Audit Policies task.
4. Click Configure Business Object Attributes in the Oracle Fusion Applications section on the
Manage Audit Policies page.
5. Set Application to HCM Core Setup on the Configure Business Object Attributes page.
6. Select an object in the Audit column of the table of business objects that appears. For example,
select Person Security Profile or Data Role. The Audited Attributes section of the page shows
any attributes that will be audited for the selected object.
7. Click Create to update the list of attributes when the Select and Add Audited Attributes dialog
box opens.
8. Select an attribute for audit and move it to the Selected Attributes section in the Available
Attributes section.
9. Click OK to close the dialog box.
10. Click Save and Close.
11. Set Audit Level to Auditing in the Oracle Fusion Applications section on the Manage Audit
Policies page.
To turn off all auditing for Oracle Fusion Applications, set Audit Level to None in the Oracle Fusion
Applications section of the Manage Audit Policies page.
FUTURE DATED POSITIONS AND ORGANIZATIONS
Organization security profiles include a new option, Include future organizations. Position security
profiles include a new option, Include future positions. These options, which are deselected by default,
control whether users can access future-dated objects that satisfy all other criteria in the security
profile.
For example, if you create an organization security profile to include all enterprise departments, then
users cant access departments with future start dates unless you select Include future organizations.
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Option to Include Future Organizations in an Organization Security Profile
Option to Include Future Positions in a Position Security Profile
STEPS TO ENABLE
By default, future-dated organizations and positions arent included in existing organization and position
security profiles. If appropriate, you can update existing organization and position security profiles to
include future-dated organizations and positions.
SHARED PERSON INFORMATION IN PERSON SECURITY PROFILES
Until now, any person information that was shared with the signed-in user was included unconditionally
in person security profile data instance sets. Having to include this information was causing
performance problems, even though the Information Sharing feature isnt widely used. Therefore, its
been decided to make the inclusion of shared information optional. On the Create Person Security
Profile and Edit Person Security Profile pages, you now see the Include shared people information
option, which is deselected by default. If you want to include shared information in the security profile
data instance set, then you must select this option.
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Option to Include Shared Person Information on the Create Person Security Profile Page
STEPS TO ENABLE
By default, shared person information is still included in existing person security profiles unless Access
to Own Record is the only other criterion in the security profile. If appropriate, you can update existing
security profiles to deselect Include shared people information.
AUTOPROVISIONING FOR THE ENTERPRISE
The Apply Autoprovisioning button, which updates autoprovisioning for the enterprise, has been
removed from the Create Role Mapping and Edit Role Mapping pages. Having this button available in
role mappings was causing performance problems, as users were applying autoprovisioning repeatedly
and generating large volumes of provisioning requests. Instead, youre recommended to run the
Autoprovision Roles for All Users process after creating or editing role mappings and after loading
person records in bulk.
The Apply Autoprovisioning Button is removed from Create Role Mapping and Edit Role Mapping Pages
STEPS TO ENABLE
. 112
Users who have the Application Implementation Consultant or IT Security Manager job role can run
Autoprovision Roles for All Users.
NEW APPROVAL RULE FOR SIMPLIFIED USER INTERFACE PERSONAL INFORMATION
You can now approve certain changed details in the Personal Information simplified user interface with
a new approval rule, called Personal Information. The new rule enables approvals to be applied when
personal information, such as name details, contacts, passports and so on are changed. The approval
rule is modified using the Manage Approval Transactions for Human Capital Management task in the
Setup and Maintenance work area.
STEPS TO ENABLE
WORKER VIEW OF EMPLOYMENT INFORMATION IN SIMPLIFIED USER INTERFACE
Provide workers a complete view of their employment information. Workers can now view their work
relationship, contract and assignment details, and flexfields on the new Employment Details tab in the
Personal Information work area. Additionally, workers can view their employment history on a timeline
for employment related events, such as promotion and manager change.
The employment information includes the following:
Work Relationship: Legal Employer, Hire Date, and others

Assignment: Job, Grade, Business Unit, and others
Flexfields: Work Relationship (PER_PPS_DF), Contract (PER_CONTRACT_DF), Assignment
(PER_ASG_DF), Legislative Assignment (PER_ASG_LEG_DDF), People Group Flexfield (PPG),
Contract Legislative Information (PER_CONTRACT_LEG_DDF), and Work Relationship
Legislative Information (PER_PPS_LEG_DDF)
Employment History: A new region displays the employment history on a timeline for
employment related events, such as promotion and manager change. This information can
be viewed in graphical and tabular formats.
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Employment Information for Workers
STEPS TO ENABLE
The Employment Details tab is hidden out of the box. To enable this feature, you must configure the
visible property of the tab to 'Yes' using the Structures setup page in the Tools work area.
For a worker having multiple assignments or work relationships, only the primary assignment details
from the primary work relationship is displayed on the Employment Details tab.
ROLE INFORMATION
If you are not using the predefined reference roles, then you need to ensure that the below security
privileges are mapped to the relevant abstract or job roles. This table identifies the required security
privileges and suggests target job and abstract roles. You can add the security privileges to different
roles if you prefer.
. 114
See the Upgrade Guide for Oracle HCM Cloud Applications Security (My Oracle Support document ID
2023523.1) for instructions on implementing new features in existing roles.
Aggregate Privilege Name and Code Abstract Role

View Employment Information Summary Employee
ORA_PER_VIEW_EMPLOYMENT_INFORMATION_SUMMARY Contingent Worker
AUTOMATED REASSIGNING OF PENDING APPROVALS AND CORRECTING INVALID SUPERVISOR

ASSIGNMENTS
You can reassign pending approvals and correct invalid supervisory assignments of terminated or
globally transferred managers by scheduling the Run Reassign Pending Approvals for Terminations and
Correct Invalid Supervisor Assignments Process. This process reassigns all unassigned reports to the
managers manager.
STEPS TO ENABLE
There are no steps needed to enable the feature. The human resource specialist can schedule this
process to run periodically or on an ad-hoc basis.
KEY RESOURCES
For more information, go to Applications Help for the following topic:
Pending Approvals and Invalid Supervisor Assignments: Explained
DIRECTORY MANAGEMENT INCREMENTAL REFRESH OF MANAGER HIERARCHY
In addition to performing full refreshes of the manager hierarchy, you can now perform incremental
refreshes, refreshing the hierarchy based on supervisor changes occurring in the previous N days.
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Days for Incremental Refreshes
STEPS TO ENABLE
Schedule a full refresh every month or quarter and also schedule an incremental refresh every day or
week.
NEW PROFILE OPTION TO CACHE PERSON IMAGES
Enhance the performance of pages that display person images (for example, organization chart) by
caching person images. To enable browsers to store person images, create the
PER_IMAGE_ENABLE_CACHING profile option. You must create the profile option and set the value to Y
at the site level.
STEPS TO ENABLE
To enable caching, you must create the profile option and set the value to Y at the site level.
To create the profile option:
1. Search for and select the Manage Profile Options task in the Setup and Maintenance page.
2. Click the New icon, in the Manage Profile Options page.
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3. Enter the following details.
Field Value
Profile Option Code PER_IMAGE_ENABLE_CACHING
Profile Display Name Per Image Enable Caching
Application Global Human Resources
Module Global Human Resources
4. Enter the start date.

6. Enter PER_IMAGE_ENABLE_CACHING as the Profile Option Code, In the Manage Profile Options
page and then click Search.
7. Select the Enabled and Updateable check boxes at the Site level In the
PER_IMAGE_ENABLE_CACHING on the Profile Option Levels section.
Create the Profile Option
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Enable the Profile Option at the Site Level
To set the value for the profile option:
1. Search for and select the Manage Administrator Profile Values task in the Setup and
Maintenance page.
2. Enter PER_IMAGE_ENABLE_CACHING as the profile option code and click Search.
3. In the PER_IMAGE_ENABLE_CACHING: Profile Option Values section, select Site from the Profile
Level choice list.
4. Enter Y as the profile value.
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Set the Profile Value
Dont enable caching images if people at your site use kiosks to access the application.
KEY RESOURCES
Caching Person Images: Explained
BUTTONS RELOCATED TO RIBBON IN MASS ASSIGNMENT CHANGE SPREADSHEET
You can now find the Check In and Verify Changes buttons in the Ribbon of the Mass Assignment
Change tab in the Mass Assignment Change spreadsheet. These buttons were displayed in the body of
the spreadsheet earlier. You can access the spreadsheet by clicking the Manage in Spreadsheet button
on the Create Mass Assignment Change: Verification page in the Mass Updates work area.
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Buttons Located in the Ribbon of the Mass Assignment Change Tab
STEPS TO ENABLE
KEY RESOURCES
Mass Updates: Explained
HALF DAY CALENDAR EVENTS FOR ELASPED WORK SCHEDULES
You can specify a calendar event as a half day event for elapsed work schedules using the Create
Calendar Event task in the Setup and Maintenance work area. A workers availability for the half day will
be reduced by half and is shown for the first half of the day in the calendar availability. Calendar events
defined as half day for elapsed work schedules must be defined within the same date.
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Half Day Calendar Event for Elapsed Work Schedule
STEPS TO ENABLE
WORKLIST MANAGEMENT CHECKLIST REAL TIME
Increase efficiency by reporting on the new checklist tasks for workers and other task performers. You
can report on both automated and manually allocated tasks with this new subject area.
STEPS TO ENABLE
ROLE INFORMATION
If you have migrated to the Release 10 simplified reference role model, then no steps are necessary to
enable this feature. If you have not migrated to the Release 10 simplified reference role model, then
you must add a data security policy to the Workforce Reporting Data Duty role, which is inherited by the
Human Resource Analyst job role. Follow these steps:
1. On the All Tasks tab of the Overview page in the Setup and Maintenance work area, search for
and select the Manage Duties task to open the Oracle Entitlements Server Authorization Policy
Manager.
2. In the Application Name section of the Authorization Policy Manager home page, select HCM.
3. Click Search under the Application Roles heading.
4. On the Role Catalog page, enter Workforce Transaction Analysis in the Display Name field and
click Search.
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5. In the search results, select the entry for Workforce Transaction Analysis
(ORA_FBI_WORKFORCE_TRANSACTION_ANALYSIS_DUTY_HCM) and click Find Policies - Default
Policy Domain.
6. On the Search Authorization Policies page, click the Data Security tab.
7. On the Data Security tab, find the policy where the Action is Report Person Checklist and the
Resource Name is Person Allocated Checklist. Select this data security policy and click Edit.
8. On the Data Security Policy: Edit page, click the Roles tab.
9. On the Roles tab, click Add to open the Select and Add: Roles dialog box.
10. In the Select and Add: Roles dialog box, enter Workforce Reporting Data Duty in the Role Name
field and set the Application to HCM.
11. Click Search.
12. In the search results, select Workforce Reporting Data Duty and click Apply.
13. Click OK to close the dialog box.
14. Click Save.
To verify that the data security policy has been created:
1. On the home tab of Authorization Policy Manager, ensure that HCM is selected in the
Application Name section.
2. Click Search under the Application Roles header.
3. Search for the Workforce Reporting Data Duty role.
4. In the search results, select the role and select Find Policies - Default Policy Domain.
5. On the Data Security tab, you should see the data security policy where the Action is Report
Person Checklist and the Resource is Person Allocated Checklist.
You must also regenerate any data role that inherits Workforce Reporting Data Duty
(PER_WORKFORCE_REPORTING_DATA_DUTY) to update its data security policies. For instructions on
regenerating roles, see the Securing Oracle HCM Cloud guide for Release 10 on the Oracle Help Center
(https://docs.oracle.com/en/).
LOCAL NAME SUPPORT ON EDIT MY DETAILS PAGE
A new page composer property, Is Enter Local Name Displayed, is added to the Edit My Details page.
You can set this property to Y so that the Enter local name check box displays for both the signed in
user and their contacts. If you select the Enter local name check box, the local name region is displayed
in the employee self-service page. Its behavior is similar to the Manage Person page.
STEPS TO ENABLE
1. Sign in to the application as a user who has page composer access.

2. In the Settings and Actions menu, click Manage Sandboxes.
3. Create a sandbox and activate it.
4. Click the Navigator icon.
5. In the About Me work area, click Personal Information.
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6. Click Edit to display the Edit My Details page.
7. Click the Contacts tab.
8. In the Settings and Actions menu, click Customize Pages.
9. Select the Site layer.
Select the Customization at Site Layer
10. Click OK to display the page composer.

11. Change the view to Source mode from the View menu.
Set the View to Source
12. Select the last name or any component in the page to display the name region in the Source
mode.
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NOTE: If you are not able to find the source view in the page, select the source position appropriately
and use the panel splitter to adjust the region appropriately.
13. Select the name region, right click to display the context menu, and click Edit to edit the name
region.
Edit the Name Region.
14. Change the value of the Is Enter Local Name Displayed to Y to enable the local name in the
Contacts tab on the Personal Information page.
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Set the Enter Local Name Displayed to Y
15. Click Close to save the customization and display the pages in normal mode.
16. Verify if the Enter Local Name check box is selected.
Verify if Enter Local Name Check Box is Selected
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17. In the Settings and Actions menu, click Manage Sandboxes, review and publish the
customization to publish in the environment.
Depending on the requirement you can select the Enter Local Name check box and enter the
local name in your preferred language. When this attribute is selected, workers can specify their
local name and local name of their contacts.
You must consider if your workers must maintain a local name either for themselves or their contacts.
KEY RESOURCES
Person Names: Explained

How can I switch between local and global formats to display person names?
What's the difference between global names and local names?
ADDITIONAL OPTION FOR REHIRE RECOMMENDATION
You now have an additional option for the rehire recommendation when you terminate a persons work
relationship. The Recommended for Rehire field is now a list and displays the additional value of Not
Specified by default. You can terminate a work relationship using the Manage Work Relationship task
in the Person Management work area or Terminate task in the My Team work area.
Additional option for Recommended for Rehire field
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STEPS TO ENABLE
KEY RESOURCES
Whats the impact of entering a rehire recommendation?
POSITION SYNCHRONIZATION WHEN USING HCM DATA LOADER TO LOAD POSITION CHANGES
Position synchronization is disabled when using HCM Data Loader (HDL) to load position changes, for
performance reasons. This means that the load will not update the affected assignments even if position
synchronization is enabled.
In order to synchronize, you can run the process, Position Synchronization Job to update the affected
assignments using the Scheduled Processes work area. This process currently allows you to specify only
one effective date. Therefore, the position changes will show date-effective assignment updates as of
the same date even though the HDL load specifies position changes with different effective dates.
Run the Position Synchronization Job Process to Update Affected Assignments
The above behavior is applicable only to HDL. If you use the Manage Position UI to edit the position
attributes, the changes will normally trigger updates to the affected assignments.
STEPS TO ENABLE
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CHANGES TO PRIVILEGES FOR PREDEFINED JOB ROLES
The following three topics describe changes made to the privileges for predefined job roles.
Import Worker Privilege from the IT Security Manager Job Role is removed
Authorization to run the Send Personal Data for Multiple Users to LDAP Process
Edit User Name Action from workers and line managers is removed
IMPORT WORKER PRIVILEGE FROM THE IT SECURITY MANAGER JOB ROLE CHANGE
Until now, the IT Security Manager job role has inherited the Import Worker privilege. This privilege is
not appropriate for the IT Security Manager job role and is removed in this release. Only the Human
Capital Management Application Administrator job role inherits the Import Worker privilege.
AUTHORIZATION TO RUN THE SEND PERSONAL DATA FOR MULTIPLE USERS TO LDAP PROCESS
After loading person records in bulk, youre recommended to run the Send Personal Data for Multiple
Users to LDAP process to correct any differences in the person data held by HCM and Oracle Identity
Management. Until now, HR Specialists could run this process. From this release, HR Specialists are no
longer authorized to run the process. Only users who have the Human Capital Management Application
Administrator job role can run Send Personal Data for Multiple Users to LDAP.
The following screen capture shows the process in the Search and Select dialog box in the Scheduled
Processes work area. The signed-in user has the Human Capital Management Application Administrator
job role.
The Process is Available to Human Capital Management Application Administrators Only
EDIT USER NAME ACTION FROM WORKERS AND LINE MANAGERS CHANGE
Until now, users have been able to edit their own user names by selecting the Edit User Name action on
the Manage User Account page. Line managers have been able to edit the user names of their reports in
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the same way. Being able to edit user names is inappropriate for these users. Therefore, in this release,
the Edit User Name action is removed from the Manage User Account page for workers and line
managers. Edit User Name remains available to HR specialists on the Manage User Account page.
Edit User Name Remains Available to HR Specialists
STEPS TO ENABLE
PERSON MANAGEMENT ACCESS
The Person Management entry in the Navigator is now secured by the Manage Person Work Area
functional privilege. Until this release, the Person Management entry was secured by the Search Person
functional privilege. Review custom roles that access the Person Management work area to ensure that
they have the Manage Person Work Area functional privilege.
The Person Management Entry in the Navigator
STEPS TO ENABLE
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To review the role hierarchy of a custom role, you can use the Security Console. Edit the role and review
functional privileges on the Functional Security Policies page. Ensure that you add the Manage Person
Work Area functional privilege to any custom role that is currently accessing the Person Management
work area by means of the Search Person functional privilege.
SEND PENDING LDAP REQUESTS
Typically, you schedule the Send Pending LDAP Requests process to run daily. This process sends future-
dated and bulk requests for user accounts and roles to Oracle Identity Management. Send Pending LDAP
requests has been updated to prevent it from terminating prematurely and reporting an inaccurate
status. The process now pauses until all requests are processed before completing. In addition, logging
details have been improved to facilitate error diagnosis.
STEPS TO ENABLE
USER DETAILS SYSTEM EXTRACT REPORT
The User Details System Extract Report is an Oracle BI Publisher report that provides details of selected
user accounts. Until now, the report didnt include pending workers. From this release, pending workers
with user accounts can appear in the report.
Accessing the User Details System Extract Report in the Reports and Analytics Work Area
STEPS TO ENABLE
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HCM CLOUD MOBILE
HCM Cloud Mobile will now support additional self-service transactions for both managers and
employees.
MOBILE - EMPLOYEE SELF SERVICE TRANSACTIONS
HCM Cloud Mobile now supports additional self-service transactions for both managers and employees.
For managers, three new transactions are available: Promote, Change Manager and Manage Salary.
Each transaction is found in the Actions menu and can be configured to include Action and Action
Reason fields.
For employees, two new transactions are available: Update Bio and Update Profile Photo.
The biographical data fields can be customized to best meet an organizations needs.
STEPS TO ENABLE
Required fields are indicated in bold.

Workflow approval may be required for these transactions and the changes will not be
represented until the proper workflow approvals have been obtained.
MOBILE - MANAGER SELF SERVICE TRANSACTIONS
As a manager, you can perform the following self-service actions on a worker:
Promote Worker: You can promote a worker from your mobile device.
Change Salary: You can change the salary of a worker from your mobile device.
Change Manager: You can change the manager for a worker to a new manager from your
mobile device.
STEPS TO ENABLE
KEY RESOURCES
For more information, go to My Oracle Support (MOS) for the following document:
Oracle Tap: Enabling Self-Service Transactions (Document ID 2006271.1).
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MOBILE - WORKER DETAIL AND PUBLIC PROFILE
Worker Detail and Public Profile gives the employees a way to search and view a list of workers across
the organization and view the public profile of these workers. The public profile consists of generic
information about the worker such as contact information, department, location, areas of interest,
experience and number of directs. Employees can also export this contact information from Fusion
HCM Cloud into their device contact list, if they choose.
STEPS TO ENABLE
MOBILE - ORGANIZATION NAVIGATOR
You can view and navigate the organization in an organization chart, then select a peer, manager or
direct and view their profile in your mobile device.
STEPS TO ENABLE
MOBILE - UPDATE BIOGRAPHICAL INFORMATION
You can update your biographical information directly on mobile device.
STEPS TO ENABLE
KEY RESOURCES
For more information, go to My Oracle Support (MOS) for the following document:
Oracle Tap: Enabling Self-Service Transactions (Document ID 2006271.1)
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GLOBAL PAYROLL
Oracle Fusion Global Payroll is a high-performance, graphical, rules-based payroll management

application. Its designed to keep pace with the changing needs of your enterprise and workforce in
order to reduce setup costs, administration, and processing time. Global Payroll operates consistently in
every country supported by Oracle. It uses a highly scalable processing engine that takes advantage of
the features of the Oracle database for parallel processing, resulting in optimal performance. In
countries with payroll extensions delivered and supported by Oracle, the application delivers the
calculations, tax reporting, and regulatory rules required to accurately process payroll and remain in
compliance.
SIMPLIFIED QUICKPAY FLOW
You can more easily submit a QuickPay process by selecting the Calculate QuickPay task from the task
pane or from the Actions menu on the Manage Element Entries page in the Payroll Calculation work
area. Use this task to process a correction or payment outside the usual payroll run, for example to
process a new hire payment when the information was received too late for the last payroll period. The
QuickPay process automatically enters information for the person based on the effective date you
specified in the payroll search. For example, the process automatically specifies the persons payroll, the
period name, and a default naming convention for the payroll flow name.
Fields to Complete for the QuickPay Process
STEPS TO ENABLE
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TASKS FOR MANAGING BALANCE GROUPS
Using the balance group feature you can easily control the balances you view in the application, reports,
or archives. To control the balances included in a balance group you simply specify default inclusions or
restrictions. Default inclusions are combinations of balance categories and dimensions. Any balance
definitions you subsequently create, manually or through the element template, that meet those
criteria are automatically included in the group.
Balance Group Default Inclusions Page Showing the Balance Categories and Balance Dimensions that can be Included in the
Balance Group
Balance group usages indicate how a particular balance group is used. Some examples of balance group
usages include: Statement of Earnings, Global Archive, and Global Payroll Run Result Report.
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Balance Group Usages page showing usages for the Absence Balance Group
IMPORTANT: If you select Table as the format for a balance group, all the balances in the balance group
are returned one line at a time in a table layout.
STEPS TO ENABLE
To control how a balance group usage will appear, select either the matrix format or the
table format.
For a matrix format, you select balance dimensions as columns in the matrix. Only the
balance dimensions that you select as columns for the matrix are displayed.
If you select the matrix format, you can select one of the sort methods listed below:
o Name - Sorts balance values by balance name.

o Value - Sorts balances by the actual balance value.
o Static Order Sorts balance values in a sequence you specify.
KEY RESOURCES
For more information about balance groups, go to Applications Help for the following topics:
Balance Group Usages: Examples

Balance Groups and Usages: Explained
Creating Balance Groups and Usages: Worked Example
Rules for Editing Balance Groups and Their Usages: Explained
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ROLL UP PAYMENTS TO THIRD-PARTY ORGANIZATIONS
Use the Run Third-Party Payment Rollup flow pattern when you submit a process from the Payroll
Distribution work area to produce a single payment amount of combined employee deductions for each
third-party payee, such as a court or union.
Run Third-Party Payment Rollup Flow Pattern
STEPS TO ENABLE
PAYROLL COSTING REPORT
Typically you run the Payroll Costing Report before you transfer the results to general ledger. You view
the output in a Microsoft Excel spreadsheet where you can verify the results of costing processes.
Specify report parameters to control the output:
Scope: Select the Detailed parameter to view the costing breakdown by person and entry.
Select the Summary parameter to display results that you will transfer and post to Oracle
Fusion General Ledger or a third-party financial provider.
Process: Restrict the report to one type of costing, for example, to review corrections such
as cost adjustments or retroactive costing, or leave the parameter blank to view the results
of all costing processes.
Start and end dates: Specify the time, such as a payroll period or accounting period.
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Parameters for the Payroll Costing Report
STEPS TO ENABLE
Ensure that the start and end dates span the effective date of the costing process. Costing processes use
the process end date as the effective date. The following processes use the process date: cost
adjustments, costing of balance adjustments, partial period accruals, payroll calculations, retroactive
pay calculations, QuickPay calculations, voids, and reversals.
KEY RESOURCES
For more information about this report, go to Applications Help for the following topic:
Payroll Costing Report
EXPANSION OF PAYMENT METHOD CRITERIA
You can use criteria to set up rules that derive payment sources within a single tax reporting unit (TRU).
The prepayments process identifies the source bank information using the employee's TRU and any
additional payment criteria that you define.
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The Revised Payment Method Rules Section of the Manage Organization Payment Methods Page
STEPS TO ENABLE
To use this feature you must create an Information element named Default Payer and two formulas to
handle the payment rules. For example, if you want to pay a specified department from a special
payment source, you must create one formula to get the department name and a second formula to get
assignment IDs by the specified department. You can find the detailed steps in the help topic listed
below.
KEY RESOURCES
For more information about creating formulas and the Default Payer element, go to Applications Help
for the following topic:
Deriving Payment Sources by Department: Worked Example
PAYROLL CYCLE FLOW PATTERN ENHANCEMENTS
You can process the key tasks in a payroll cycle by submitting the Global Simplified Payroll Cycle flow.
This flow includes tasks you typically perform during the payroll cycle:
Calculate current and retroactive payroll entries, and verify the results
Calculate payments and verify the results
Archive and distribute payments, and verify the results
Transfer and post costing entries to Oracle Fusion General Ledger
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Tasks in the Global Simplified Payroll Cycle Flow
STEPS TO ENABLE
Use the Manage Payroll Flow Pattern task in the Payroll Checklist work area to copy and customize the
flow pattern for the Global Simplified Payroll Cycle flow. Add or delete tasks in the flow pattern. For
example, you might add BI Publisher Report tasks to include your BI Publisher reports in the payroll
cycle.
UPDATE USER-DEFINED LEGISLATIONS
You can now correct payroll rules for countries or territories that arent initially provided by Oracle. Use
the Configure Legislations for Human Resources task to correct rules for a legislation that you previously
defined.
IMPORTANT: The corrections you can make are limited for legislations that are already implemented
and in use.
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The Configure Legislations page includes two new columns to indicate which legislations are:
Predefined
Implemented, meaning that objects such as element classifications and balances already
exist for that country or territory
Installed Legislations Page Showing New Predefined and Implemented Columns
You can view payroll rules for predefined legislations, but you cant update them.
You can configure these areas:
Legislative rules
Element classifications
Payment types
Component groups
Balance dimensions
Under legislative rules, you can now map each person type to a payroll relationship type: Element
Entries Only, or Standard. Select Element Entries Only if your use of payroll relationships is limited to
element entries, for example to extract data for a third-party payroll provider.
Payroll Relationship Type Mapping Section of the Manage Legislations Page
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STEPS TO ENABLE
Your ability to edit the payroll rules for legislations may depend on the other objects you have created.
For example:
1. You cant edit:
Currency after saving a legislation because it would impact the generated balances
Tax Year Start after running a payroll
2. You cant remove:
An element classification if you have created an element in that classification

A balance dimension if you have created balances with that dimension
A payment type if you have created payment methods for that payment type
A component group if you have created calculation cards for that component group
KEY RESOURCES
For more information about configuring legislations, go to Applications Help for the following topic:
Payroll Legislative Data: Explained
NEW COUNTRY FIELD FOR PERSONAL PAYMENT METHODS TO SUPPORT INTERNATIONAL

PAYMENTS
The new Country field makes it easier to pay people in your enterprise using international payments.
You can create a personal payment method to pay a person in a different country, such as an employee
who works temporarily in another country and receives EFT payments directly.
Complete these steps:
1. In the Payroll Distribution work area, use the Manage Organization Payment Methods task to
create a payment method.
2. Select International Transfer from the Payment Type field and complete the remaining setup
information.
3. In the Payroll Calculation work area, use the Manage Payroll Definitions task to add the
payment method to the appropriate payrolls.
4. In the Payment Distribution work area, use the Manage Personal Payment Methods task to
search for and select a persons payment method record.
5. Create a payment method and select the organization payment method with the International
Transfer payment type.
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6. In the Country field, select the country of the bank account where a person is paid. Enter the
appropriate bank details.
7. Complete the remaining information and save the record.
Create an International Payment Method.
STEPS TO ENABLE
Complete these steps to use the simplified bank account page and to enable the Country field.
1. Enable the simplified bank account page using Payroll User Interface Configuration formula and
the Show Simplified Bank Account preference in a user-defined table. For detailed steps, refer
to the Payroll User Interface Configuration feature, described elsewhere in this document.
2. Customize the Personal Payment Method section on the Manage Personal Payment Methods
page using Oracle Page Composer. Enable the Country field component and its list of values.
You can edit the Country list only for organization payment methods with an International
Transfer payment type.
The default value in the Country list is based on the country code of the legislative data
group.
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KEY RESOURCES
For more information about payment methods, go to Applications Help for the following topics:
Organization Payment Methods: Explained

Entering Bank Information for Personal Payment Methods: Critical Choices
For more information about using Oracle Page Composer, refer to the following guide on the Oracle
Help Center:
Oracle Applications Cloud: Customizing the Applications for Functional Administrators
ENHANCED SUPPORT FOR RATE DEFINITIONS
We have enhanced the Manage Rate Definitions page to provide new options for defining rates, in
addition to the existing options based on payroll balances or element input values. Now you can also
calculate and retrieve rates from other rate definitions, or using values defined by criteria, or by calling a
formula, for example to retrieve a rate from a user-defined table.
Other enhancements support currency conversions and rate conversions that enable you to use the
part-time or full-time status of employees.
With these enhancements, you can:
Set up separate base rates of pay for different types of employees. For example, if each set
of employees receives an allowance that's a percentage of the base rate, you only need to
define one allowance rate that's calculated based on the two rates that have the Base Rate
check box selected.
Use elements to retrieve values from an element input value or to post values to an
element input value. The element input value must have a special purpose of either Primary
Input Value or Factor. For example, for an amount value such as a salary figure, create an
element with the flat amount rule to automatically create an input value with the Primary
Input Value special purpose. For a factor value, such as a bonus that you calculate as 10 per
cent of average earnings, select the factor calculation rule to create an input value with the
Factor special purpose.
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Create Rate Definition Page Showing the Element Category
Create Rate Contribution Page Showing the Return FTE Rate Check Box
STEPS TO ENABLE
The rates process converts periodicities using these values:
52 weeks per year

12 months per year
260 working days per year
To use different conversion rates, define your own formula using the Rate Convertor formula type and
select it in the Periodicity Conversion Formula field on the Create Rate Definition page.
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KEY RESOURCES
For more information about rate definitions, go to Applications Help for the following topics:
Rate Definitions: Explained

Creating Rate Definitions: Points to Consider
Rate Contributors for Derived Rates: Points to Consider
GROSS-TO-NET REPORT BASED ON PROCESS DATE
When you submit the Gross-to-Net report from the Payroll Calculation work area, specify a date range.
The date range must include the process date, such as the process date of the payroll run. The results of
the report depend on the number of payroll calculations completed for the payroll within the date
range.
Consider the following example:
1. You calculate the payroll for semimonthly payrolls. The process date of the first payroll run is
offset to the second payroll period. The following table displays the balances for each payroll
run.
Payroll Period Process Date Balance Total

January 1-15 January 17 Standard Earnings 3,200.00
Employee Tax Deductions 1106.66
Employer Liabilities 468.80
January 16-31 January 31 Standard Earnings 3,200.00
Employee Tax Deductions 1391.73
Employer Liabilities 468.80
2. You submit the Gross-to-Net report with a start date of January 16 and an end date of
January 31.
3. Both process dates fall in the second payroll period, so the report displays the combined results
of both payrolls.
The following screen capture shows the results of the combined payrolls, because the process date of
each payroll falls in the same payroll period.
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Gross-to-Net Report Displays the Results of Both Payrolls.
STEPS TO ENABLE
When submitting the report, specify a date range for the payroll period that includes the process date of
the payroll calculations to view.
REPORT YEAR-TO-DATE SUMMARY
A new Report YTD Summary parameter was introduced in Release 9 for the Payroll Activity and Payroll
Register reports. The Release 9 Whats New explained which values to set for the Report YTD Summary
and Scope parameters to control the output.
In Release 10 the Statutory Deduction Report now includes this parameter. The Scope parameter works
the same way as described in Release 9 for the other reports.
STEPS TO ENABLE
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REPORT PAYMENT AND NONPAYMENT BALANCES
When you process a reversal or balance adjustment, you decide whether to include or exclude the
balances from the payment. When you submit the Payroll Activity, Payroll Register, or Statutory
Deduction Register reports, you specify which balances to display. If you leave the parameter blank, the
report displays both payment and nonpayment balances.
Balances Reported Parameter
When you submit the report, you can optionally specify the Scope and Report YTD Summary
parameters. These parameters determine how the balances are reported and whether you can select a
value for the Balances Reported parameter.
Report Parameter Parameter Value Report Results

Scope Summary The total is displayed for the payment and nonpayment balances
Scope Detail Payment and nonpayment balance details are listed in the Include in
Payment report section
Report YTD Summary No or blank value Balances are based on the value selected for the Balances Reported
parameter
Report YTD Summary Yes Payment and nonpayment balance information is listed
Balances Reported parameter values are not available for selection
STEPS TO ENABLE
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PAYROLL USER INTERFACE CONFIGURATION
You can now customize payroll user interface preferences using the new user-defined table with fast
formulas. Using the new Payroll User Interface Configuration formula type, you can create formulas for
six different payment method preferences. After you create your formulas, you can attach the formula
names to their corresponding preferences as values in the new user-defined table named
PAYROLL_USER_INTERFACE_CONFIGURATION.
New Fast Formula Type: Payroll User Interface Configuration
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New User-Defined Table: PAYROLL_USER_INTERFACE_CONFIGURATION
The following table lists the available payment method preferences that you can configure and
examples of how you can customize them.
Name of Example Valid Return Values and

Preference Default Values
Default Organization This formula snippet sets the default organization payment methods Valid return values are
Payment Method (for in LDG A (ID 300100001) based on payment type. organization payment method
Simplified UI only) IF (LEGISLATIVE_DATA_GROUP_ID = '300100001' AND names.
PAYMENT_TYPE_NAME = 'EFT')
THEN OUTPUT_VALUE = 'NACHA_OPM_A'
ELSE IF (LEGISLATIVE_DATA_GROUP_ID = '300100001' AND
PAYMENT_TYPE_NAME = 'Check')
THEN OUTPUT_VALUE = 'CHECK_OPM_A'
ELSE OUTPUT_VALUE = 'NO DATA'
RETURN OUTPUT_VALUE
Show Country Field This formula snippet enables selection of a country for personal Valid return values are Y and N.
for Personal Payment payment methods associated with organization payment methods If the formula for this
Method of the International Transfer payment type. preference doesnt exist or is
OUTPUT_VALUE = 'Y' invalid, the default value is N.
RETURN OUTPUT_VALUE
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Name of Example Valid Return Values and
Preference Default Values
Payment Types This formula snippet limits personal payment methods to be based Valid return values are the
Available to Workers only on organization payment methods of EFT (electronic funds base payment type names as
transfer) or Check payment types. defined in the table
OUTPUT_VALUE[1] = 'EFT' PAY_PAYMENT_TYPES_VL.
OUTPUT_VALUE[2] = 'Check'
RETURN OUTPUT_VALUE
Maximum Number of This formula snippet limits the number of personal payment Return values must be
Personal Payment methods for employees in LDG A (ID 300100001) to 3, and integers.
Methods employees in LDG B (ID 300100002) to 1. If the formula for this
IF LEGISLATIVE_DATA_GROUP_ID = '300100001' preference doesnt exist, the
THEN OUTPUT_VALUE = '3' default value is no limit.
IF LEGISLATIVE_DATA_GROUP_ID = '300100002'
THEN OUTPUT_VALUE = '1'
ELSE
OUTPUT_VALUE = 'NO DATA'
RETURN OUTPUT_VALUE
Show Percentage or This formula snippet sets a restriction to display only the Percentage Valid return values are
Amount amount type and field on the Manage Personal Payment Methods AMOUNT or PERCENTAGE.
page. If the formula for this
OUTPUT_VALUE = 'PERCENTAGE' preference doesnt exist, the
RETURN OUTPUT_VALUE default value is both.
Show Simplified Bank This formula snippet sets the preference to show the simplified Valid return values are Y and N.
Account Page page for creating bank account information. This page works with If the formula for this
the Use Existing Banks and Branches profile option to control preference doesnt exist, the
whether employees and professional users can create bank and default value is N.
branch data.
OUTPUT_VALUE = 'Y'
RETURN OUTPUT_VALUE
All formulas for these preferences accept the following input values:
LEGISLATIVE_DATA_GROUP_ID
EFFECTIVE_DATE
PAYROLL_RELATIONSHIP_ID
The formula for the Default Organization Payment Method preference also accepts the following input
value:
PAYMENT_TYPE_NAME
STEPS TO ENABLE
1. Use the Manage Fast Formulas task to create the formula using the Payroll User Interface
Configuration formula type.
2. Use the Manage User-Defined Tables task to attach the formula in the user-defined table as
follows:
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a. Select the legislative data group that you want to use to manage the user-defined table and
then search for and select PAYROLL_USER_INTERFACE_CONFIGURATION.
Note: The formulas attached in the user-defined table are effective at the enterprise level.
The legislative data group isnt significant. However, to make any later edits to the table,
you must select the same legislative data group.
b. Click Edit, and then click Next.
c. On the User-Defined Table Values page, click Add.
d. Select the exact row that corresponds with the formula, and then click OK.
e. In the Value field, enter the name of your formula. You must enter the formula name
exactly as it was created in the Manage Fast Formulas page.
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Each payment method preference that you customize must have its own formula. You cant
combine different payment method preferences into a single formula. For example, you
cant create a formula that sets the default organization payment method and also sets the
maximum number of allowed personal payment methods.
Make note of which legislative data group you select for the user-defined table. You must
select that same legislative data group later if you want to make any modifications, such as
add, update, or delete a formula value.
DISPLAY ADDITIONAL INFORMATION ON PAYSLIPS
You can now display additional information, such as congratulatory messages and detailed earnings
information, on checks or payslips by configuring the Organization Information EFF extensible flexfield.
Using the Manage Enterprise HCM Information task, you add elements of the Information classification
to the new Global Payroll Element Information to Archive section. The run results of these elements are
archived in a new archive record, making them available to the .xml templates you use for checks and
payslips.
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Example A: Display earnings by earned weekly period
For example, you want to display earnings details on payslips, such as overtime pay per week within a
semimonthly pay period. In this example, before modifying your payslip template, you create an
element using the Information element classification. You create the following input values in your
element and add them to the payroll information to archive:
Description
Start Date
End Date
Hours
Rate
Multiple
Amount
Example B: Display a message on a check

You want to display a birthday congratulations message on checks. In this example, before modifying
your check template, you could create an information element with the following input values:
Message Title
Message Description
STEPS TO ENABLE
Using this feature requires the following actions:
1. Create the information element, its element eligibility, and the input values you want displayed.
2. If you need a formula to calculate the run results, do the following:
a. On the Manage Fast Formulas page, create a formula of type Oracle Payroll to return the
values that you want to add.
b. On the Manage Elements page, edit the information element to:
II. Create a status processing rule associated with your new formula.
III. Add formula result rules to return formula results to the element's input values.
3. On the Manage Enterprise HCM Information page, in the Organization Information EFF section,
add the information element and input values.
4. Create employee element entries, unless you selected the Automatic Entry option for the
element.
5. After payroll processing, archive the results.
6. Modify the check template or payslip template, as appropriate.
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The Organization Information EFF configuration is at the enterprise level. For each LDG for
which you want to archive payroll information, you must add a separate row for the
information element.
This feature has no conflicts or dependencies with any of the existing earnings and
deductions whose results are archived. No existing archives or reports are affected by this
feature.
ROLLING 12-MONTH BALANCE DIMENSION
The new rolling 12-month balance dimensions enable you to retrieve balance information for a 12-
month period from a specific start date. You can retrieve balance dimension information at both the
assignment level and the relationship level.
The new rolling balance dimensions run backwards from a fixed date for an entire 12-month period. This
type of balance dimension is useful if you, if for example, you want to know the base salary and sum of
commission payments paid to a group of employees in the sales department for the last 12 months.
Here are the new rolling 12-month balance dimensions that are now available to you:
REL_CORE_TU_R12MTH
ASG_CORE_TU_R12MTH
STEPS TO ENABLE
KEY RESOURCES
For more information about balance dimensions, go to Applications Help for the following topics:
Payroll Balance Definitions: Explained

Balance Dimensions: Explained
Balance Feeds: Explained
DISPLAY YEAR-TO-DATE HOURS IN PAYROLL REGISTER REPORT
The Hours subsection of the Payroll Register report lists the current hours worked for standard earnings
and absence payments in the Balance Categories Summary, Balances Summary, and Balances by PSU
and TRU Summary sections. The Balance Details for a Person section displays the current and year-to-
date totals for each person included in the report.
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Balances Categories Summary
Balances Summary
Balances by PSU and TRU Summary
Balances Details for a Person
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STEPS TO ENABLE
CORRECTIVE ACTIONS AVAILABLE ON COMPLETED FLOWS
The completed flow supplies the necessary context to quickly correct the flow from the following
locations:
Payroll Checklist work area: Mark the task as incomplete on the Tasks Details tab and select
an action from the Select an Action window.
Payroll work areas: Select the completed task from the Processes and Reports tab and
select an action from the Actions menu.
Changing the status of a completed flow by marking it as incomplete
Marking the flow as incomplete automatically displays the Select an Action window
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Action Menu Options for the Completed Flow on the Flows Processes and Reports Tab
STEPS TO ENABLE
CALLING A FLOW WITHIN A FLOW
A new flow task, Submit Another Flow, provides flexibility when customizing flow patterns. When you
submit a flow, you can only specify flow interaction between existing flows. The Submit Another Flow
task enables you to submit a flow and while its in progress, start a new flow. You configure the
parameters for the task, so that when it starts, it submits a flow instance of the specified flow pattern
with the necessary context.
Use the Submit Another Flow task to create shorter checklists, and to reduce the number of actions
required to go back to a previous task in the checklist.
Shorter Checklist Results from Using the Submit Another Flow Task
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After you submit the main flow, you have a choice when you reach the Submit Another Flow task. You
can wait for the submitted flow to complete or continue processing the main flow. You might wait for
the flow to complete to verify the results, if the following task in the main flow uses its results.
When the Submit Another Flow task completes, clicking the Go To Task button displays a Flow
Interaction page where you can access the generated flow and view any errors produced when
submitting the flow.
Completed Task Displays Flow Interaction Page
Clicking the name of the submitted flow displays the payroll flow where you can view the results of the
tasks included in it.
Clicking the Flow Name Displays Generated Flow Results
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STEPS TO ENABLE
As a prerequisite, create two flow patterns, one that you will call from the main flow. In this example,
your main flow includes a payroll calculation task. You add the Submit a Flow task to your main flow to
call your Payroll Calculation Reports flow.
To add and configure the Submit Another Flow task:
1. Use the Manage Payroll Flow Patterns task in the Payroll Checklist work area. Search for and
display the main flow pattern.
2. Click the Edit button.
3. Click the Select and Add button on the Tasks tab.
4. Click the Submit Another Flow task.
5. Click the Edit button in the menu bar and rename the task to a more meaningful name, such as
Payroll Calculation Reports.
6. Click the Edit Task button to edit the Payroll Calculation Reports task.
7. Configure the predefined task parameters, as shown in the following table.
Parameter Parameter Basis Basis Value

Flow Name Constant Bind Enter the name of the flow.
Tip: For customized flows, you can confirm the name by using the
following SQL query, replacing YOUR_FLOW with the name of your flow:
(select * from pay_flows_vl where flow_name='YOUR_FLOW';)
From Flow Instance ID Context Binding Payroll Flow
From Flow Instance Task ID Context Binding Payroll task
Use to Calculate Results Constant Bind Y (for Yes)
8. Review the flow parameters of the Payroll Calculation Reports flow pattern. Identify the ones
required to successfully submit that flow. In this example, the three parameters are Payroll,
Process Start Date, and Process End Date.
9. Configure the Parameter Name and Parameter Value parameters so that you map the three
flow parameters.
Parameter Parameter Basis Basis Value

Parameter Name 1 Constant Bind Payroll
Parameter Name 2 Constant Bind Process Start Date
Parameter Name 3 Constant Bind Process End Date
Parameter Value 1 Bind to Flow Payroll
Parameter Value 2 Bind to Flow Process Start Date
Parameter Value 3 Bind to Flow Process End Date
10. Click the Next button, and optionally complete the Owner and Checklist information.
11. Click the Next button, and optionally complete the Duration and Notification information.
12. Click the Submit button to submit your changes.
13. On the Tasks Sequence tab, confirm the order of the tasks.
For example, confirm that the reports task follows the calculation task.
14. Click the Submit button.
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Complete additional task parameters for Submit Another Flow to schedule the flow instance generated
by the task:
Schedule Formula Name: A formula you created using the Flow Schedule formula type that
controls when to submit the flow and how often to submit future instances of the flow.
Start Date and Time of the scheduled flow.
KEY RESOURCES
For more information about flow patterns, go to Applications Help for the following topic:
Flow Pattern Parameters: Explained
PAYMENT METHOD BATCH LOADER TASKS
Five task actions are added to the payroll batch loader workbooks as described in this table.
Supported Object Task Action Purpose

Bank and Branch Inactivate Bank Inactivate a bank in a specified country, including its
branches and internal and external accounts.
Inactivate Bank Branch Inactivate a bank branch, including any internal and
external accounts.
External Bank Inactivate External Bank Inactive an external bank account used to receive EFT
Account Account payments for workers.
Payment Method Delete Personal Payment Permanently delete payment method details for the
Method associated worker, including external bank accounts.
End-Date Personal Payment End-date the payment method for the associated
Method worker as of a specified date.
New Tasks for Bank and Branch and External Bank Account
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New Tasks for Payment Method
STEPS TO ENABLE
KEY RESOURCES
For more information about banks information related to personal payment methods, go to
Applications Help for the following topics:
Entering Bank Information For Personal Payment Methods: Critical Choices

Payroll Batch Loader Workbooks for Bank Data
Payroll Batch Loader Workbook for Payment Methods
ENHANCEMENTS TO PAYMENT METHOD RULES
The criteria for payment method rules in organization payment methods is now expanded to include
two new parameters that you can use to pay third parties: Third-Party Payment and Third-Party Name.
For example, you can define rules to make payments to third-party pension providers from one
payment source, and other third-party payments from another payment source.
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New Parameters for Third-Party Payments in the Payment Method Rules Table
STEPS TO ENABLE
KEY RESOURCES
For more information about defining payment method rules to pay third parties, go to Applications Help
for the following topics:
Payment Method Rules: Examples

Setting Up Payment Sources in Organization Payment Methods: Worked Example
VALUE SETS USAGE IN FLOW PARAMETERS
Use value sets for flow parameters to define and control which values display when submitting a flow.
You might add a flow parameter that uses a value set to select a person, a flow instance, or a legislative
data group. You can also create dependent value sets to filter the list of values. For example, the value
set for payroll period might depend on the value selected for the payroll parameter.
The SQL query you specify when you create the value set determines the values that populate the flow
parameter.
STEPS TO ENABLE
The following steps explain how to:
Create a value set

Update your flow pattern
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Create a Value Set
To define a value set for a flow parameter:
1. Use the Manage Value Sets task in the Setup and Maintenance work area.
2. Click the Create icon to create a value set. Complete the following required fields:
Value Set Code: Specify a name for your value set.

Tip: Use a prefix such as XX_ before the name, to more easily identify it from the
predefined value set names.
Module: Select the module that uses the value set, such as Payroll Flow.
Validation Type: Select Table.
Value Data Type: Specify the data type of the displayed column.
If the value set is dependent on another parameter value, specify the parameter name as
the bind value in the Where clause. As an example, to bind the payroll parameter, specify
the following text for the Where clause: payroll_id = :{PARAMETER.PAYROLL}
3. Complete the Definition section of the Create Value Set page to create a SQL query for the value
views. The Column Type and Column Length for each column is populated based on its
definition in the database.
FROM Clause: Specify the table names used for the query.
Value Column Name: Specify the attribute.
This field holds the column value displayed for the flow submission parameter.
ID Column Name: Specify the attribute used to store the value in the database table.
This field holds the column value that processes and reports expect as a value, such as an ID.
WHERE Clause: Specify the SQL query you created to build the list of values.
ORDER BY Clause: Specify the query used to order the list of values.
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Example of Value Set Definition that Displays Flow Instances by Date Earned
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Update Your Flow Pattern
To use the value set for a flow parameter:
Use the Manage Payroll Flow Patterns task in the Payroll Checklist work area.
1. Search for and edit your customized payroll flow.

2. Click the Parameters tab.
3. Click the Add button to create a new flow parameter.
4. Click the Edit button and enter the parameter details:
Flow Parameter: Parameter name

Description: Name to display
Use for Searches: No
Display Format column: Value Set
Lookup column: Text entered in your value set definition for Value Set Code
5. Click Submit.
When you submit the payroll flow the submission flow parameter displays the list of values based on
the value set you created.
If the query includes a date field, you must use the appropriate date format. For example, if the date
field is date earned, you must use the following format: to_char (date_earned,'yyyy-MM-dd').
KEY RESOURCES
For more information about flow patterns, go to Applications Help for the following topic:
Flow Pattern Parameters: Explained
VOID PAYMENT ACTION IN PREPAYMENTS
The Actions menu in the Prepayments Results section now includes the Void action. You view
prepayments results for the Calculate Prepayments task and from there can make or void payments. For
example, if an employee requested a replacement for a damaged check you can use the Void action to
void the check and then use the Make Payment action to reissue another check.
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New Action Menu Item for Void Payment
STEPS TO ENABLE
EXCEL OUTPUT SUPPORT FOR PAYROLL REPORTS
You can now configure the delivery option to generate the output of payroll reports in Excel format.
Excel Output Support for Payroll Reports
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The following reports can be configured to generate the Excel output:

Payroll Register
Statutory Deduction Register
Deduction Report
Payment Register
Gross-to-Net Report
Third-Party Payment Register
STEPS TO ENABLE
Repeat these steps for each payroll report listed above, as necessary.
NOTE: Enabling Excel output for the Payment Register requires an additional step as noted below.
1. In the Data Exchange work area, click the Manage Extract Definitions task.
2. Search for and select the extract definition name for the payroll report to edit, as listed in this
table.
Report Name Extract Definition Name

Deduction Report Deduction Report
Gross-to-Net Report Gross to Net Summary Archive
Payment Register Global Payment Register
Payroll Activity Report Payroll Activity Report
Payroll Balance Report Payroll Run Result Report
Payroll Register Global Payroll Register
Statutory Deduction Register Statutory Deduction Register
Third-Party Payment Register Global Third Party Payment Register
3. Click the Deliver icon.

4. Click Add to create a new row to point to your new template for Excel output.
5. Select Excel 2007 in the Output Type field.
6. Enter a start date and end date. For example, 1/1/01 and 12/31/4712.
7. In the Report field and Template Name field, ensure that the .xdo file name and template name
matches the name of your template.
8. Optionally, in the Overriding Delivery Mode field, to override the default layout (PDF file), select
the predefined delivery option for Excel output. This would result in only generating the Excel
file. Otherwise, keep the default value to generate both the Excel and PDF files.
9. Click Save.
10. For edits to the Payment Register, follow these steps to add the report category details.
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11. In the Additional Details section, click Add.
12. In the Deliver Output Name field, click Search.
13. In the Search field, enter Extract Delivery Mode, and then click Search.
14. Select Payment Register Results, and then click OK.
15. Click Save.
16. Click Submit.
DYNAMIC PAYROLL RELATIONSHIP GROUP SUPPORT FOR PAYROLL ACTIVITY REPORT
You can now specify a payroll relationship group as a submission parameter when running the Payroll
Activity Report.
Payroll Relationship Group Flow Submission Parameter
A new formula type is available so you can create a formula with specific criteria to indicate whether to
include a specific payroll relationship ID. Use the same formula for dynamically creating a payroll
relationship group. You can then submit the report and the report will use the payroll relationship group
derived by the formula. The formula type to use is named Payroll Relationship Group.
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Payroll Relationship Group Formula Type
STEPS TO ENABLE
The dynamic payroll relationship group parameter functionality works only for Payroll Activity Report
with respect to payroll reporting. The relationship group is available for selection in several reports, but
only the Payroll Activity Report displays results that use the dynamic payroll relationship group
parameter functionality.
EDIT PAYROLL PERIOD NAMES
When you create a payroll definition or extend the number of years for it, the application automatically
generates payroll periods. You can view these payroll periods on the Time Periods tab of the Manage
Payroll Definitions page. The system-generated names are numbered in sequence based on the period
type you selected when creating the payroll definition. You can now click the Edit button and revise the
system-generated names as needed.
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Edit System-Generated Payroll Period Names
STEPS TO ENABLE
If you edit the payroll period names, ensure that they remain unique within the payroll definition.
KEY RESOURCES
For more information about payroll definitions, go to Applications Help for the following topic:
Payroll Definitions: Explained
DEDUCTION CATEGORY AND DEDUCTION PARAMETERS FOR RUN DEDUCTION REPORT
You can now run the Deduction Report for all deduction categories and deductions including the
deduction balances you define. Use the Deduction Category and Deduction parameters to run the
report for specific deduction categories or deductions.
Deduction Category and Deduction Parameters
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STEPS TO ENABLE
KEY RESOURCES
Deduction Report
PERSON AND PAYROLL RELATIONSHIP GROUP PARAMETERS FOR RUN DEDUCTION REPORT
You can now run the Deduction Report to verify deduction balances for a single person or a static
payroll relationship group that you specify.
STEPS TO ENABLE
KEY RESOURCES
For more information about balance exception reports, go to Applications Help for the following topics:
Deduction Report
INFORMATION BALANCES IN THE PAYROLL BALANCE REPORT
You can now configure the balance group usage item to display information balances in the Payroll
Balance Report.
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To configure the balance group usage item:
1. Select the Manage Balance Group Usages task from the Payroll Calculation work area.
2. Select Global Payroll Run Result Report (Payroll Balance Report) from the Report Type drop-
down list.
3. Select the desired legislative data group.
4. Click Search. The search results display all the applicable balance group usages for the Payroll
Balance Report.
5. Select the Global Information Balances for Payroll Balance Report row and click the Edit icon.
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6. Select Matrix Items on the left panel, in the Balance Group Usage: Global Information Balances
for Payroll Balance Report page.
7. Click the Add icon to create a new matrix item.
8. In the Matrix Item section, select the Balance Dimension matrix item type, select the name of
the desired balance dimension, and enter a position value.
9. Click Save.
10. Click Submit.
STEPS TO ENABLE
KEY RESOURCES
For more information about the Payroll Balance Report, go to Applications Help for the following Topic:
Payroll Calculation Report: Overview
ADDITIONAL FLOW PARAMETER FOR CREATE BATCH FOR AN OBJECT
You can now select a process configuration group when running the Create Batch for an Object process
to migrate elements and formulas from one environment to another. The name you specify in the
Process Configuration Group list enables any processing parameters that are defined for that group,
such as logging.
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STEPS TO ENABLE
KEY RESOURCES
For more information about balance exception reports, go to Applications Help for the following topics:
Migrating Objects Using the Payroll Batch Loader: Procedure

Payroll Batch Loader Task Actions for Migrating Elements: Explained
MOBILE - VIEW PAYSLIPS
You can view a list of payslips and open a PDF with more details on your device.
STEPS TO ENABLE
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GLOBAL PAYROLL INTERFACE
This section describes new features that are relevant if you extract details from HCM, such as earnings
and deductions, to send to a third-party payroll provider.
PAYROLL INTERFACE REPORT FOR NGAS PAYROLL EXCHANGE
A new extract definition enables Oracle Fusion Global Human Resources to integrate with Payroll
Exchange from NGA Human Resources for third-party payroll processing. Use the predefined extract
definition and flow pattern to extract data in an XML format compliant with NGA standards.
The payroll interface extract for NGA includes global fields and country-specific fields for Australia. The
global fields include generic fields required by NGA for multiple locales. The country-specific fields are
typically for legislative requirements.
STEPS TO ENABLE
KEY RESOURCES
For more information about the extract definition for NGA, go to Applications Help for the following
topic:
Payroll Interface Report for NGA Extract Definition
CALCULATE GROSS EARNINGS PROCESS OPTIONAL FOR GLOBAL PAYROLL INTERFACE EXTRACTS
You are no longer required to run the Calculate Gross Earnings process before using the Global Payroll
Interface extract definition to extract data. By making this requirement optional, you can extract data
from element entries and provide it to your third-party payroll provider more frequently than once each
payroll period.
If you intend to extract data once per payroll period, it is recommended to first run the Calculate Gross
Earnings process. However, if you plan to extract data more frequently, such as daily or in the middle of
a payroll period, you can run the extract process at any time, but you should not run the Calculate Gross
Earnings process.
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One of the following two approaches will be best suited for your third-party payroll provider when using
the Global Payroll Interface extract:
Approach 1:
o Extract and provide data once per payroll period

o Run Calculate Gross Earnings
o Include calculated earnings balance values
o Run subsequent reports, such as Element Result Register, Payroll Balance Report, and
Balance Exception Report
Approach 2:
o Extract and provide data multiple times per payroll period

o Include element entry values
IMPORTANT: It is best to pick only one approach. If you change approaches in the middle of a payroll
period, the application will consider any records as changed, which could be misleading or incorrect.
STEPS TO ENABLE
KEY RESOURCES
For more information about the Global Payroll Interface extract definition, go to Applications Help for
the following topic:
Global Payroll Interface Extract Definition
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HUMAN CAPITAL MANAGEMENT FOR AUSTRALIA
Oracle Fusion Human Capital Management for Australia supports country specific features and functions
for Australia. It enables users to follow Australias business practices and comply with its statutory
requirements.
ADDRESS VALIDATION
We have improved data quality by leveraging new address validations for Australia. The following
validations are added to the Manage Features by Country or Territory task when selecting the Address
Style for Australia:
A warning message is displayed when changing the default Supplemental Taxation and
Reporting Address style to the Postal Address style.
If the Address Validation check box is checked, the Postal Code entered in the address must
be four digits.
STEPS TO ENABLE
SUPPLEMENTAL TAXATION AND REPORTING ADDRESS STYLE
The address style you select determines which address attributes are available and maintained in the
application.
Depending on the country or territory and the country extension you select, you have one or both of the
following address style options, each providing its own validation:
Postal Address
Supplemental Taxation and Reporting Address
Supplemental Taxation and Reporting Address:

Defined for country extensions, this address style can add validation or attribute changes in the
application. For example, this style may add specific validation of postal codes, such as requiring a
specific number of characters in a specific sequence.
For Australia, if your selected extension is Human Resources or None, you can keep the default Address
Style of Postal Address or modify the value to Supplemental Taxation and Reporting Address.
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Selected Extension, Address Style by Country and Address Validation Settings
If your selected extension is Payroll Interface or Payroll, the value for the Address Style cannot be
modified and must be set to Supplemental Taxation and Reporting Address. Validations are
implemented to enforce that requirement.
STEPS TO ENABLE
TRADE SUPPORT LOAN SUPPORT
You can now comply with the statutory recording and reporting of Trade Support Loans (TSL) for
reporting to the Australian Taxation Office (ATO). TSL will be included with Higher Education Loan
Payments (HELP) amounts and reported as one value to the ATO.
STEPS TO ENABLE
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WORKPLACE GENDER EQUALITY PROFILE REPORT
The Workplace Gender Equality Act 2012 requires non-public sector employers with 100 or more staff
to submit a report to the Workplace Gender Equality Agency.
This new feature enables you to comply with the Australian Workplace Gender Equality Act by capturing
the required data to report on a designated group of employees to complete the Workplace Gender
Profile. The format of this generic spreadsheet may be modified by customers and can be used to assist
in their yearly reporting obligations.
STEPS TO ENABLE
To enable the capture of workplace gender equality information, the Australian Workplace Gender
Equality Information context has to be enabled in the PER_ASSIGNMENT_EIT_EFF. The steps to enable
are listed below:
1. Navigate to Setup and Maintenance and search for the task Manage Extensible Flexfields.
2. Click on Go to task Manage Extensible Flexfields.
3. Search for flexfield code PER_ASSIGNMENT_EIT_EFF.
4. Select the PER_ASSIGNMENT_EIT_EFF record in the Search Results and click on the edit button.
5. On the Edit Extensible Flexfield page, click on Manage Context button.
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6. On the Manage Context page, search for display name Australian Workplace Gender Equality
Information.
7. Select the Australian Workplace Gender Equality Information record in the search results. Click
edit button.
8. On the Edit Context page, Tick the Enabled checkbox. Click on Save and Close button.
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9. Deploy flexfield code PER_ASSIGNMENT_EIT_EFF.
Implementation
To capture the workplace gender equality information during the hiring process, use the Assignment
Page in the Add Person task. To capture the workplace gender equality information for current
employees, use the Assignment Page in the Manage Employment task.
Reporting
To generate the workplace gender profile report, navigate to Submit a Process or Report and select Run
Australian Workplace Gender Profile Report process.
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CAPTURE OF NON-SPECIFIC GENDER
This new feature enables you to capture the gender of employees who are neither male nor female. A
new look up value Non-specific is now available to capture the gender of an employee who has provided
a value that is neither male nor female.
To capture the gender during the hiring process, use the Add Person task. To capture the gender during
the manage employee information process, use the Manage Employment task.
STEPS TO ENABLE
HCM DATA LOADER SUPPORT FOR CALCULATION CARDS
You can now use HCM Data Loader to create or update calculation cards for the Australia localization.
All business objects related to the calculation card, such as calculation component, component details,
and associations are available through HCM Data Loader. You can carry out actions such as Insert,
Delete, or Update on these objects.
User keys are currently not supported to identify business objects; instead it uses the combination of
SourceSystemOwner and SourceSystemID. Reports can be setup in Business Intelligence Publisher to
retrieve the required ID.
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Using this information, you can prepare the data for loading. The file must be in data file format (.dat),
with a METADATA line declaring what objects are being created or uploaded or deleted in the file,
followed by one MERGE line for each record you wish to create or update.
For example, to update Tax information on employees PAYG component:
You can then upload the file in the Data Exchange Work Area under HCM Data Loader and Import and
Load data.
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If the upload is unsuccessful, you can view the list of error messages using the Message icon.
To verify that the data has been updated, use the Manage Calculation Card task in the Payroll
Calculation Work Area:
STEPS TO ENABLE
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User keys are not currently supported, either Source System id, GUID or Surrogate Id can be used to
identify records.
It is possible to combine all business objects into a single file. The HCM Data Loader works out the order
in which objects must be created. For example, if you are creating a new statutory deduction card, you
can include all of the following business objects into a single .dat file:
Calculation Card
Superannuation Guarantee Contributions component
Additional Employer Superannuation Contributions component
Employee Superannuation Contributions component
PAYG Withholding component
Payroll Tax component
TFN Declaration component details
Medicare Levy Variation component details
Withholding Variation component details
Payroll Tax Information component details
Superannuation Guarantee Contribution component details
Additional Employer Superannuation Contribution component details
Employee Superannuation Contribution component details
Card association
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HUMAN CAPITAL MANAGEMENT FOR AUSTRIA
Oracle Fusion Human Capital Management for Austria supports country specific features and functions
for Austria. It enables users to follow Austrias business practices and comply with its statutory
requirements.
MAINTAINING PERSON INFORMATION
This feature supports the recording of person and other human resources data specific to Austria, such
as:
Austrian Name Style and Formats, including Academic Titles

Austrian Address Structure with Validation
Social Insurance Number
Religion
Marital Status
Contacts
Visa and Permit Types and Categories
Localized Bank Information
The Ethnicity information is hidden to meet local statutory, business and cultural practices and
requirements.
An HR specialist can maintain the person information using the tasks under Person Management or New
Person work areas.
STEPS TO ENABLE
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HUMAN CAPITAL MANAGEMENT FOR BAHRAIN
Oracle Fusion Human Capital Management for Bahrain supports country specific features and functions
for Bahrain. It enables users to follow Bahrains business practices and comply with its statutory
requirements.
This feature supports the recording of person and other human resources data specific to Bahrain, such
as:
Bahraini Name Style and Formats

Bahraini Address Structure with Validation
Validation of the following National Identifiers:
o Civil Identity Number - The Civil Identity Number is validated for the numeric format
and maximum length of 10 digits.
o Social Insurance Number - The Social Insurance Registration number is used to
identify a Bahraini and is mandatory for Social Insurance reporting. This number is
validated for numeric format only.
Mandatory entry of Date of Birth

Ethnicity
Religion
Contacts
Passports
Visa and Permit Types
Disabilities
Highest Education Level
Person work areas.
STEPS TO ENABLE
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HUMAN CAPITAL MANAGEMENT FOR BELGIUM
Oracle Fusion Human Capital Management for Belgium supports country specific features and functions
for Belgium. It enables users to follow Belgiums business practices and comply with its statutory
requirements.
This feature supports the recording of person and human resources data specific to Belgium, such as:
Belgium Name Style and Formats, with the First Name and Last Name as mandatory fields.
Belgium Address Structure with Validation
The following National Identifiers with Format Validation
o RRN or BIS Number
Mandatory entry of Date of Birth and Marital Status

Contacts- If it is required, a contact can be shown to be a fiscal dependant and handicapped.
This is important for payroll calculations.
Passports
Religion and Ethnicity Information are hidden to meet local statutory, business and cultural practices
and requirements.
STEPS TO ENABLE
MAINTAINING EMPLOYMENT INFORMATION
This feature supports employment information specific to Belgium, such as:
Contract Type and details (End Contract Type, End Contract Reason, and Working Schedule
Pattern)
Worker Category
Social security deductions are based upon the type of contract an employee has with the company.
Consequently there is a need to record the contract type.
STEPS TO ENABLE
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ADDED VALUE FOR GENDER
Gender attribute of Unknown was added as a value for Belgium.
STEPS TO ENABLE
. 189
HUMAN CAPITAL MANAGEMENT FOR BRAZIL
Oracle Fusion Human Capital Management for Brazil supports country specific features and functions
for Brazil. It enables users to follow Brazils business practices and comply with its statutory
requirements.
This feature supports the recording of person and human resources data specific to Brazil, such as:
Brazilian Name Style and Formats

Postal Code Format Validation
National Identifiers:
o CPF with Validation Person General Register. It is the Income Tax National Identifier.
o RG General Register. Civil identification, also called Identity Card.
o Foreigner ID - National Register of Foreigners
o PIS with Validation Identifier in Social Integration Program
o PASEP with Validation - Program of Public Servers Patrimony Formation
o NIT with Validation- Worker Identification Number
Mandatory entry of Date of Birth and Gender

Ethnicity
Marital Status
Contacts
Passports
Disabilities
Religion and Region of Birth information are hidden to meet local statutory, business and cultural
practices and requirements.
An HR Specialist can maintain the person and employment information using the tasks under Person
Management or New Person work areas.
STEPS TO ENABLE
. 190
HUMAN CAPITAL MANAGEMENT FOR CANADA
Oracle Fusion Human Capital Management for Canada supports country specific features and functions
for Canada. It enables users to follow Canadas business practices and comply with its statutory
requirements.
LOAD GEOGRAPHIES FOR CANADA
You can now use the Load Geographies for Canada task to update geography-related information on
Canadian provinces, cities, and postal codes. Vertex publishes a geocodes file that reflects changes to
the geography information. This data is required for address validations and payroll calculations.
Running the Load Geographies Process
Once the file is installed, you must run this process to retrieve information from the file and load it into
the Oracle database tables. The geographies are loaded into the Trading Community Architecture (TCA)
database tables, which provide a centralized and consistent way to manage geographies. Once records
are loaded in the TCA tables, you can use the Manage Geographies interface to easily view and update
the data.
Some Canadian provinces and cities have both Canadian French and American English names. When the
names are different, both Canadian French and American English records are automatically loaded.
However if the name is the same, only one record is created.
The generated log files display details of the process run, as well as the records loaded.
. 191
STEPS TO ENABLE
You must run this process as part of your initial setup for the implementation project, as well as on a
monthly basis.
KEY RESOURCES
For more information on Load Geographies for Canada, go to Applications Help for the following topics:
Load Geography Information for Canada: Explained

Viewing and Editing Geography Information for Canada: Procedure
EMPLOYMENT EQUITY INTERFACE
Employers covered by the Employment Equity Act are required to submit the Employment Equity Report
to the Minister of Labour on or before June 1st of every year.
You can now use the Run Employment Equity Interface task to create the following three Text Tab
Delimited (txt) import files containing employee information pertaining to the preceding calendar year
(January to December):
employee.txt
term.txt
promo.txt
These files contain employment information pertaining to the designated groups of women, people with
disabilities, aboriginal people, and visible minorities.
You can upload these files into the Workplace Equity Information Management System (WEIMS)
database of the government.
You can run this report for the following two parameters:
Year: Displays information for the reporting year.

North American Industry Classification System (NAICS) Code: This is an optional parameter
and if used, generates files for a specific code.
STEPS TO ENABLE
There are no steps necessary to enable this feature. An HR Analyst can access this report from the
Navigator menu and the Reports and Analytics link.
KEY RESOURCES
For more information about Employment Equity, go to Applications Help for the following topic:
Employment Equity Interface: Overview.
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FEATURES BY COUNTRY OR TERRITORY
You can now use this feature to control the address style and the level of address validation for the
countries or territories configured for Oracle Fusion Global Human Resources. The values you can set
depend on the combination of the country or territory and the selected country extension. The default
out-of-the-box value for Selected Extension is Human Resources or None and Address Selection is Postal
Address.
Manage Features by Country or Territory Task in Setup and Maintenance
For Canada, if your selected extension is Human Resources or None, you can keep the default Address
Style of Postal Address or modify the value to Supplemental Taxation and Reporting Address.
. 193
Setting up Selected Extension, Address Style and Address Validation
STEPS TO ENABLE
ABILITY TO CHANGE DISPLAY FOR PROVINCE TO FULL NAME
Oracle Fusion Human Capital Management for Canada offers the ability to change the primary display of
provinces in user interfaces (UIs) where the province is displayed. You can now set the primary display
for each province to the full name. Prior to this change, the province was displayed in the application as
the two character province abbreviation.
In this update, the option to display the full name of the province is available for the following:
Employee home address

Employee location address
Province of employment on the employee tax card
Statement of earnings (SOE)
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Balance view
Payroll run results
The default primary flag is set to display the province abbreviation. You can change the primary display
flag to the full name of the province. To display the full name of the province, select the row with the
province name and use the Action menu to set the primary flag for the selected row. The primary flag
must be set for each province.
Navigation: FSM > Manage Geographies > Actions: Manage Geography Hierarchy > Actions: Edit
Province > Primary and Alternative Names section
STEPS TO ENABLE
TIME AND LABOR CALCULATION COMPONENT
Oracle Fusion Human Capital Management for Canada offers the ability to create the time entry
calculation components for non-recurring earnings elements. This ability is available for those elements
that have a calculation rule of hours * rate.
After you create the earnings element, use the Create Time Card Calculation Components process from
the Checklist work area to create the time card components. You can then link the created Calculation
Information Repository (CIR) shadow element. By linking the CIR shadow element, it transfers the
employees time card entries (hours) from Oracle Fusion Time and Labor to Oracle Fusion Payroll, so
that it is processed in the employees payroll. The time card entries appear as a Time Cards
calculation component in Manage Calculation Cards, and also create an element entry.
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STEPS TO ENABLE
The Time Card Required flag for the employee is set in the Payment Details area under Payroll Details
when the employee is created. Ensure you select the second Time Card Required flag as shown below.
END-OF-YEAR REPORTING (T4 ONLY)
Oracle Fusion Human Capital Management for Canada offers a comprehensive process to generate the
T4 year-end slip.
The T4 is the Federal Statement of Remuneration Paid for reporting an employees employment income,
statutory deductions and other information required by Canada Revenue Agency (CRA). You must
submit it to CRA at the end of every tax year. You must also submit it to your employees for tax filing
purposes.
End-of-year processing for T4 includes the following activities:
1. Setting up TRU transmitter information for federal reporting

2. Setting up balance feeds to the T4 boxes and other information codes
3. Using the Archive End-of-Year Payroll Results process from the Regulatory and Tax Reporting
work area to process and view the results of the end-of-year archive for T4 information
. 196
4. Using the End-of-Year Register Report process from the Regulatory and Tax Reporting work
area to process the T4 register and view its output in Excel
5. Using the Run End-of-Year Reports task from the Regulatory and Tax Reporting work area to
generate the T4 PDF and view its output
generate the T4 interface and view its output
7. Keeping a record of the information provided to employees and the governments for audit
purposes
Payments reported on the T4 are elements with a secondary classification reporting type of T4/RL1.
Sample T4
Use the Manage Legal Reporting Unit HCM Information task in the Setup and Maintenance work area to
set up the transmitter information for federal reporting of T4 data.
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Manage Legal Reporting Unit Task
Additionally, you must review and configure balance feeds to the T4 boxes and other information codes
before processing end-of-year reporting. Oracle pre-configures many balances for the T4 boxes for you,
but you may need to manually configure some additional feeds.
Use the Manage Balance Definitions task from the Payroll Calculations work area.
Manage Balance Definitions Task
. 198
Use the Run End-of-Year Reports task from the Regulatory and Tax Reporting work area to generate the
T4 slip.
STEPS TO ENABLE
END-OF-YEAR REPORTING (RL-1 ONLY)
RL-1 year-end slip.
The RL-1 slip is a provincial year-end form for reporting an employees employment income, statutory
deductions and other information required by Revenu Quebec. At the end of every tax year you must
submit RL-1 slip information to Revenu Quebec. You must also provide the slip to your employees for
tax filing purposes.
End-of-year processing for the RL-1 includes the following activities:
1. Setting up Quebec Provincial Tax registration information for each tax reporting unit (TRU) that
has employees in Quebec.
2. Setting up TRU transmitter information for Quebec reporting.
3. Setting up balance feeds for the boxes and other information codes.
work area to generate and view the results of the end-of-year archive for RL-1 information.
5. Using the End-of-Year Register Report process from the Regulatory and Tax Reporting work area
to generate the RL-1 register and view its output in Excel.
generate the RL-1 PDF and view its output.
generate the RL-1 electronic interface and view its output.
purposes.
Payments reported on the RL-1 are elements with a secondary classification reporting type of T4/RL1 or
T4A/RL1.
Use the Manage Legal Reporting Unit Registrations task within the Define Legal Reporting Units for
Human Capital Management task in the Setup and Maintenance work area to set up the Quebec
Provincial Tax registration information.
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Set Up of the Quebec Provincial Tax Registration Information
set up the transmitter information for reporting RL-1 data.
Set Up the Transmitter Information for Reporting RL-1
Additionally, you must review and configure balance feeds to the RL-1 boxes and other information
codes before processing end-of-year reporting. Oracle pre-configures many balances for the RL-1 boxes
for you, but you may need to configure some additional feeds.
Use the Manage Balance Definitions task from the Payroll Calculations work area.
. 200
Manage Balance Definitions
Use the End-of-Year Register Report task to generate the register report and review employee
information, as well as verify the box balances.
End-of-Year Register Report
RL-1 slip. The End-of-Year Reports process uses the archived payroll run results and generates employee
details required for the RL-1.
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RL-1 slip
STEPS TO ENABLE
Enter the Quebec Provincial Tax registration at payroll statutory unit (PSU) if the Quebec Identification
Number applies to more than one TRU. Enter the registration at TRU if there is only one TRU within the
PSU, or if you are overriding the default entry entered at PSU-level.
The registered name can be entered in either the Registered Name or the Alternate Name field. The
user can choose to enter something unique in the Registered Name field. If the Alternate Name is
populated, the Alternate Name entered will be displayed on the RL-1 slips and in the interface file. If it
is not populated, the Registered Name will be displayed.
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END-OF-YEAR REPORTING (T4A ONLY)
T4A year-end slip.
The T4A slip is the Statement of Pension, Retirement, Annuity, and Other Income used to report these
types of incomes to the Canada Revenue Agency (CRA). You must submit the T4A slip to the CRA at the
end of every tax year. You must also provide the slips to your employees for tax filing purposes.
End-of-year processing for the T4A slip includes the following activities:
1. Setting up TRU transmitter information for federal reporting

2. Setting up balance feeds to the T4A boxes and other information codes
work area to process and view the results of the end-of-year archive for T4A information
4. Using the End-of-Year Register Report process from the Regulatory and Tax Reporting work
area to process the T4A register and view its output in Excel
generate the T4A PDF and view its output
generate the T4A interface and view its output
purposes
Payments reported on the T4A are elements with a secondary classification reporting type of T4A/RL1
and T4A/RL2.
set up the transmitter information for reporting of T4A data.
. 203
Additionally, you must configure balance feeds to the T4A boxes and other information codes before
processing end-of-year reporting. Oracle pre-configures the income tax deducted box on the T4A, but
you must manually configure any additional feeds.
Use the Manage Balance Definitions task from the Payroll Calculations work area to configure additional
feeds.
. 204
Use the End-of-Year Register Report task to generate the register report and review employee
information, as well as verify the box balances.
T4A slip. The End-of-Year Reports process uses the archived payroll run results and generates employee
details required for the T4A.
STEPS TO ENABLE
. 205
INVOLUNTARY DEDUCTIONS: PROTECTED PAY PERCENTAGE
Oracle Fusion Human Capital Management for Canada provides a new Protected Pay Rule to specify
how the employees protected pay is determined. A new rule is available to configure a percentage, in
addition to an amount. This Protected Pay Percentage rule is defined as a new value definition.
You can define a Protected Pay Percentage for the deduction by selecting the value within the Edit
Calculation Values tab on the involuntary deduction card for the employee. The rate is entered as a
percent (for example, .50 for 50%). By defining this value, the formula creates a Percent of Protected
Pay for the deduction, as follows:
If the Disposable Income Calculation Rule is defined as Percentage of Gross Pay, the
protected pay is a percentage of the employees gross wages.
If the Disposable Income Calculation Rule is defined as Percentage of Net Pay, the protected
pay is a percentage of the employees net pay.
If the Disposable Income Calculation Rule is defined as Percentage of Net Pay Less Specific
Deductions, the protected pay is a percentage of the employees net pay less specific
deductions.
If multiple Involuntary Deduction components exist, each with a differing Protected Pay Percentage
entered, the formula uses the highest percent defined.
You can select the rule from the list of values in the Edit Calculation Values within the Involuntary
Deductions Calculation Card for the employee as displayed below.
. 206
STEPS TO ENABLE
. 207
HUMAN CAPITAL MANAGEMENT FOR CHINA
Oracle Fusion Human Capital Management for China supports country specific features and functions
for China. It enables users to follow Chinas business practices and comply with its statutory
requirements.
POSTAL CODE VALIDATION
The address style you select determines which address attributes are available and maintained in the
application for a country or territory. For China Localization, one address style is defined, i.e. the Postal
Address style.
You may define address validation via the Manage Geographies task by creating a list of values for
specific address attributes. In this release we have enforced the 6-digit-only rule for postal code by
enabling address validation through the Manage Features by Country or Territory task.
Setting up Selected Extension, Address Style and Address Validation
Once the validation is enforced, a code which is not 6-digit-only, will fail.
STEPS TO ENABLE
. 208
INCLUDE ENTERPRISE ANNUITY EMPLOYER CONTRIBUTION IN THE MONTHLY INCOME TAX
CALCULATION
You can now comply with the tax updates issued by the State Administration of Taxation in December,
2009 and January, 2011. The tax calculation on enterprise annuity employer contribution is separated
from the calculation on regular earnings, and the calculated tax amount is deducted from the employer
contribution before it is deposited into an employees personal account.
STEPS TO ENABLE
You must set the Include in Monthly Tax Calculation field to Yes for a territory that you would like to
calculate tax on enterprise annuity employer contribution under the Taxes component group of your
Payroll Statutory Unit Calculation Card, in order for the tax calculation to occur from an effective start
date onwards.
Setup for Include in Monthly Tax Calculation
Once the value is set to Yes, tax will be calculated on the employer contribution.
ENABLE THE GLOBAL ELEMENT RESULT FOR CHINA LOCALIZATION
We have now increased efficiency in validating payroll run results by enabling the report for the China
localization. It provides complete and meaningful information for users of Chinese legislative data
groups.
You may submit the report from the Payroll Calculation work area or the Payroll Checklist work area.
. 209
Submitting Run Element Result Report
STEPS TO ENABLE
TAX CALCULATION ON SEVERANCE PAYMENTS
We have enhanced this feature by adding a validation rule at the personal statutory calculation card
level, where you set up the overriding years of service value used in the severance payments tax
calculation. The rule is that the value must be a multiple of 0.5 within the range of 0.5 (inclusive) to 12
(inclusive).
STEPS TO ENABLE
. 210
PAYROLL DATA VALIDATION REPORT
We have enhanced the report by adding the Tax Reporting Unit (TRU) region. The region will show
messages for a TRU if payroll needs to calculate individual Income Tax, Public Housing Fund, Social
Insurance and/or Enterprise Annuity for the employees associated with the TRU, while registration
information for any of the components is missing
STEPS TO ENABLE
. 211
HUMAN CAPITAL MANAGEMENT FOR DENMARK
Oracle Fusion Human Capital Management for Denmark supports country specific features and
functions for Denmark. It enables users to follow Denmarks business practices and comply with its
statutory requirements.
This feature supports the recording of person and other human resources data specific to Denmark,
such as:
Name Style and Formats

Address Structure with Validation
National Identifier: CPR Number
Marital Status
Contacts
The Religion and Ethnicity information are hidden to meet local statutory, business and cultural
Person work areas.
STEPS TO ENABLE
. 212
HUMAN CAPITAL MANAGEMENT FOR ESTONIA
Oracle Fusion Human Capital Management for Estonia supports country specific features and functions
for Estonia. It enables users to follow Estonias business practices and comply with its statutory
requirements.
This feature supports the recording of person and other human resources data specific to Estonia, such
as:
Name Style and Formats, with the First Name and Last Name as mandatory fields.
Address Structure
The Estonian national identifier, Personal Code is validated for format
Marital Status
Passports
STEPS TO ENABLE
This feature supports employment information specific to Estonia, such as: Contract Type.
An HR specialist can maintain the person and employment information using the tasks under Person
STEPS TO ENABLE
. 213
HUMAN CAPITAL MANAGEMENT FOR FINLAND
Oracle Fusion Human Capital Management for Finland supports country specific features and functions
for Finland. It enables users to follow Finlands business practices and comply with its statutory
requirements.
This feature supports the recording of person and human resources data specific to Finland, such as:
Name Style and Formats with the First Name and Last Name as mandatory fields.
Marital Status
Contacts
STEPS TO ENABLE
This feature supports employment information specific to Finland, such as: Contract Type.
STEPS TO ENABLE
ENABLED VALUE FOR MARITAL STATUS
Marital Status attribute of Other was re-enabled as a value for Finland.
STEPS TO ENABLE
. 214
HUMAN CAPITAL MANAGEMENT FOR FRANCE
Oracle Fusion Human Capital Management for France supports country specific features and functions
for France. It enables users to follow Frances business practices and comply with its statutory
requirements.
STATUTORY REPORTING: ENHANCEMENT TO PERSONNEL REGISTER
New information for home workers has been added to the Personnel register. If an employee is
identified as a Home Worker, then this information is displayed in the report.
You can run this report from the Regulatory and Tax Reporting work area.
STEPS TO ENABLE
You must specify the legal employer and the effective date to run the report.
KEY RESOURCES
Statutory Reports for France
ENHANCEMENT TO CONTRACT TYPE AND SUBTYPE
Permanent employees may be placed on a specific contract for a defined period. The following new
contract subtypes are available for permanent employees.
Contract generation period

Period for job with a future
For fixed-term employees, a new contract type is now available:
Job with a future
. 215
Contract Details
STEPS TO ENABLE
KEY RESOURCES
For more information about Contract Types for France, go to Applications Help for the following topic:
Contract Types for France: Explained.
. 216
TEMPORARY NATIONAL IDENTIFIER
France legal authorities can issue temporary National Identifier. You can now enter a temporary
National Identifier with no fixed format. The temporary National Identifier is not used in legal reports.
Temporary National Identifier
STEPS TO ENABLE
AUTOMATIC CALCULATION CARD CREATION
If your Oracle Product Usage is set to Oracle Fusion Payroll Interface, then a personal Statutory
Deductions Calculation Card is automatically created for a person upon completion of the New Hire
process. Use the Manage Personal Calculations task in the Payroll Calculations work area to view and
update the card as needed. The automatically-created card contains the most commonly used values for
the key fields.
Calculation Card
. 217
Calculation Component Details
STEPS TO ENABLE
KEY RESOURCES
For more information about Statutory Calculation Cards, go to Applications Help for the following topic:
Automatic Statutory Deductions Calculation Card Creation for France: Explained
GLOBAL REPORTS
The following reports are enabled with France-specific requirements to check element entries at
employee level, before running the Payroll Interface.
Report Name Purpose
Payroll Balance Displays balance results of the payroll run. The report extracts the run balance results
for a specific period. Run this report from the Payment Distribution work area.
Element Result View a listing of the elements and pay values processed for each payroll relationship.
Run this report from the Payroll Calculations work area.
STEPS TO ENABLE
. 218
KEY RESOURCES
For more information about these reports, go to Applications Help for the following topics:
Payroll Balance Report: Explained

Payroll Calculation Reports: Overview
Element Results Report: Explained
. 219
HUMAN CAPITAL MANAGEMENT FOR GERMANY
Oracle Fusion Human Capital Management for Germany supports country specific features and
functions for Germany. It enables users to follow Germanys business practices and comply with its
LEGISLATIVE CHANGES FOR NAME AND ADDRESS VALIDATIONS
To comply with the legislative changes that were published by the Social Insurance authority on January
1, 2014, the following changes are made for the German name and address validations:
Removal of validations for the last name and birth name

Modifications for the validation of the first name and last name
Modification for the street address
STEPS TO ENABLE
LEGISLATIVE CHANGES FOR THE DISABILITY REPORT
The following changes are made to comply with the legislative requirements to deliver the workforce
and disabled employed persons information on a yearly basis:
Employer data: The lookups of the Legal Form field are enhanced to include:
o 36 Other
o 33 w.V.
o 34 B.V.
o 35 B.V. & Co. KG.
Persons disability data: The Authority Location field is no longer a mandatory field.
The Work Time field is modified to include more detailed information on its usage.
STEPS TO ENABLE
. 220
HUMAN CAPITAL MANAGEMENT FOR HUNGARY
Oracle Fusion Human Capital Management for Hungary supports country specific features and functions
for Hungary. It enables users to follow Hungarys business practices and comply with its statutory
requirements.
This feature supports the recording of person and human resources data specific to Hungary, such as:
Validation of the following National Identifiers:
o Tax identification number

o TAJ
o Pensioner Registration Number
Contacts
Passports
STEPS TO ENABLE
This feature supports employment information specific to Hungary, such as: Assignment Category.
STEPS TO ENABLE
. 221
HUMAN CAPITAL MANAGEMENT FOR INDIA
Oracle Fusion Human Capital Management for India supports country specific features and functions for
India. It enables users to follow Indias business practices and comply with its statutory requirements.
ADDRESS VALIDATION
We have improved the data quality by leveraging new address validations for India. The following
validations are added to the Manage Features by Country or Territory task when selecting the Address
Style for India:
The Supplemental Taxation and Reporting Address style is defaulted for India. Users can not
change this address style.
Selecting an Extension, Address Style and Address Validation
If the Address Validation check box is checked, the Pin Code entered in the address is
validated to be six digits.
STEPS TO ENABLE
. 222
NOMINATION INFORMATION
The list of values for Contact Person on India Nomination Extra Person Information page will show only
the contacts associated with the employee after applying Update 8 patch.
STEPS TO ENABLE
. 223
HUMAN CAPITAL MANAGEMENT FOR IRELAND
Oracle Fusion Human Capital Management for Ireland supports country specific features and functions
for Ireland. It enables users to follow Irelands business practices and comply with its statutory
requirements.
AUTOMATIC CREATION OF DEDUCTION CARD
If a Tax Reporting Unit is selected, a deduction card is automatically created during the new hire flow
which contains only one component and is automatically displayed with the works number of the
employee. This will enable information to be provided for the Payroll Interface.
If your Payroll Product Usage is set to Payroll Interface and a Tax Reporting Unit is selected, then a
statutory calculation card is created. A calculation card captures values required for calculating and
processing payroll deductions.
If a TRU is selected in the Payroll Details section on the Hire an Employee: Employment Information
page, an association to that TRU is added to the calculation card.
Selecting a TRU in the Payroll Details
The card contains only one component and is automatically displayed with the worker number of the
employee. Once the card is created a Payroll Manager or a Payroll Administrator can view the deduction
components and the values that are defaulted on the card.
STEPS TO ENABLE
There are no steps necessary to enable this feature. Calculation cards are only created for users with a
Payroll Interface license.
. 224
KEY RESOURCES
For more information about Automatic Card Creation for Ireland, go to Application Help for the
following topic:
Automatic Calculation Card Creation for Ireland: Explained
ELEMENT RESULTS REPORT
The Element Results Report enables you to view a listing of all elements and pay values for an
employee.
You can view the details of employees with Employee Full Name, Employee Number, Payroll
Relationship, Payroll, Process Date, Element Name, and Element Result. This is a global report and you
can use the report for validation of payroll items.
The report is run from the Payroll Calculation area.
STEPS TO ENABLE
There are no steps necessary to enable this feature. This report usually runs every pay period after the
Payroll Activity Report.
PAYROLL BALANCE REPORT
The Payroll Balance Report enables you to view the payroll run results and validate the payroll runs and
items. This is a global report and is run from the Payroll Calculation area.
STEPS TO ENABLE
. 225
HUMAN CAPITAL MANAGEMENT FOR JAPAN
Oracle Fusion Human Capital Management for Japan supports country specific features and functions
for Japan. It enables users to follow Japans business practices and comply with its statutory
requirements.
This feature supports the recording of person and human resources data specific to Japan, such as:
Person Name validation

Contacts
Disabilities
STEPS TO ENABLE
This feature supports employment information specific to Japan, such as: Assignment Category.
STEPS TO ENABLE
MY NUMBER
A new National Identifier lookup value with input validation has been delivered to support the
introduction of its new national identifier My Number. An error message is displayed if the entered
value doesnt meet the correct format of a 12-digit number.
STEPS TO ENABLE
. 226
KEY RESOURCES
For more information on the My Number solution, especially for the security compliance, go to My
Oracle Support for the following documents:
Oracle Fusion Global Human Resources Cloud Services for Japan: Solution Overview of My
Number Act 2016 Japan (Document ID 2087317.1)
Oracle Fusion Global Human Resources :
(Document ID 2092930.1)
For more information on national identifier validation, go to My Oracle Support for the following
document:
Validating National Identifier Numbers in Oracle Fusion Human Capital Management

Release 10 (Document ID 2159758.1)
. 227
HUMAN CAPITAL MANAGEMENT FOR KAZAKHSTAN
Oracle Fusion Human Capital Management for Kazakhstan supports country specific features and
functions for Kazakhstan. It enables users to follow Kazakhstans business practices and comply with its
This feature supports the recording of person and human resources data specific to Kazakhstan, such as:
Name Style and Formats including Academic Title, with the Given Name and Surname as
mandatory fields.
Address Structure and Validation
Validation of national Identifier, Individual Identification Number (IIN) for format.
Contacts
Passports
Mandatory entry of Date of Birth, Marital Status, and Gender
Person work areas.
STEPS TO ENABLE
. 228
HUMAN CAPITAL MANAGEMENT FOR KUWAIT
Oracle Fusion Human Capital Management for Kuwait supports country specific features and functions
for Kuwait. It enables users to follow Kuwaits business practices and comply with its statutory
requirements.
ELEMENT TEMPLATE FOR ADDITIONAL SOCIAL INSURANCE
You can now create the payroll definitions required to deduct any additional social insurance
contributions as requested by the Public Institution for Social Security. You can use the Manage
Elements task to create the element and related definitions such as balances, formulas, and a
calculation component that is tied to those definitions. You should add these definitions as a child
component to the employee's social insurance details calculation component.
STEPS TO ENABLE
KEY RESOURCES
For more information about element templates, go to Applications Help for the following topic:
Elements: Explained.
STATUTORY REPORTING: UPDATE TO REPORT 103 - NEW HIRES AND TERMINATIONS
The monthly report that contains details of commencement or termination of an insured employee is
updated to include any Additional Social Insurance contributions that have been deducted this period.
STEPS TO ENABLE
KEY RESOURCES
For more information about Statutory Reports for Kuwait, go to Applications Help for the following
topic:
Statutory Reports for Kuwait.
STATUTORY REPORTING: UPDATE TO REPORT 166 - MONTHLY CONTRIBUTIONS
The monthly report that contains details of the total social insurance payments for an employer is
updated to include Unemployment Insurance contributions. You can run this report from the Regulatory
and Tax Reporting work area.
. 229
STEPS TO ENABLE
KEY RESOURCES
For more information about Statutory Reports for Kuwait, go to Applications Help for the following
topic:
Statutory Reports for Kuwait
STATUTORY REPORTING: IPE CONSOLIDATED REPORT - NEW HIRE AND TERMINATION
You can now generate a monthly report that contains details of new hires and terminations in a
calendar monthly period for citizens of the Gulf Cooperation Council (GCC). This report must be
submitted to the Social Insurance office.
STEPS TO ENABLE
KEY RESOURCES
Kuwaiti IPE Consolidated Report
GRATUITY CALCULATION 2013 ENHANCEMENT
Employers can opt to pay a reduced, or nil, gratuity amount based on the social insurance contributions
paid by the employer for the specific employee, rather than the standard gratuity calculation. The
payroll process will calculate gratuity based on the gratuity option selected on the Employer Gratuity
Details.
STEPS TO ENABLE
KEY RESOURCES
For more information about gratuity calculations for Kuwait, go to Applications Help for the following
topic:
Employer Calculation cards for Kuwait: Explained.
. 230
MONTHLY GRATUITY ACCRUAL PROCESS
The payroll process calculates a gratuity amount each month. This is for information only and is not
paid. This is the amount that an employee would be entitled to, if they were terminated at the end of
that month and if they were eligible for payment.
A record of the full accrued amount from the beginning of employment and the incremented accrued
amount, the periodic difference, is available to be transferred to General Ledger.
STEPS TO ENABLE
SOCIAL INSURANCE ENHANCEMENT FOR GOVERNMENT SECTOR TERMINATIONS
The payroll process now calculates Social Insurance on earnings up to the last working date for
Government Sector employees.
STEPS TO ENABLE
GLOBAL REPORTS
The following global reports have been enabled to meet Kuwait-specific requirements:
Report Name Purpose
Deduction Report Validates the deduction amounts being processed. You can run this report from the Payroll
Calculation work area.
Gross-to-Net View summary or detail listings for the total results calculated in the payroll run. Run this
report from the Payroll Calculations work area.
Payment Register Displays results used to verify and audit payment distributions. Run this report from Payroll
Checklist work area or the Payroll Calculations work area.
Payroll Register Displays details used to verify, validate, and audit payroll calculations. Compare this report
to the Payroll Activity Report to ensure that payroll results have been archived correctly.
Run this report from Payroll Checklist work area or the Payroll Calculations work area.
Balance Exception Identifies values that vary compared to other values for the same balance dimension. Run
this report from Payment Distribution work area or Payroll Checklist work area.
STEPS TO ENABLE

KEY RESOURCES
For more information about Reports, go to Applications Help for the following topics:

Deduction Report
. 231
Payment Register: Explained
Payroll Register: Explained
Balance Exception Report: Explained
. 232
HUMAN CAPITAL MANAGEMENT FOR LATVIA
Oracle Fusion Human Capital Management for Latvia supports country specific features and functions
for Latvia. It enables users to follow Latvias business practices and comply with its statutory
requirements.
This feature supports the recording of person and human resources data specific to Latvia, such as:
Address Structure
Marital Status
Passport
The Latvian national identifier, Personal Code is validated for correct format
STEPS TO ENABLE
This feature supports employment information specific to Latvia, such as: Contract Type.
STEPS TO ENABLE
. 233
HUMAN CAPITAL MANAGEMENT FOR LIECHTENSTEIN
Oracle Fusion Human Capital Management for Liechtenstein supports country specific features and
functions for Liechtenstein. It enables users to follow Liechtensteins business practices and comply with
its statutory requirements.
This feature supports the recording of person and human resources data specific to Liechtenstein, such
as:
The Name Style with the First Name and Last Name as mandatory fields.
Religion
Marital Status
Contacts
National Identifier: Personal identification number
The Ethnicity information is hidden to meet local statutory, business and cultural practices and
requirements.
STEPS TO ENABLE
. 234
HUMAN CAPITAL MANAGEMENT FOR LITHUANIA
Oracle Fusion Human Capital Management for Lithuania supports country specific features and
functions for Lithuania. It enables users to follow Lithuanias business practices and comply with its
This feature supports the recording of person and human resources data specific to Lithuania, such as:
Address Structure
The Lithuanian national identifier, Personal Code is validated for correct format
Marital Status
Passport
STEPS TO ENABLE
This feature supports employment information specific to Lithuania, such as: Contract Type.
STEPS TO ENABLE
. 235
HUMAN CAPITAL MANAGEMENT FOR MALAYSIA
Oracle Fusion Human Capital Management for Malaysia supports country specific features and functions
for Malaysia. It enables users to follow Malaysias business practices and comply with its statutory
requirements.
This feature supports the recording of person and human resources data specific to Malaysia, such as:
Name Style and Formats with the First and Last Name as mandatory fields.
Postal Code validation
Religion
Ethnicity
Gender
Validation of the following National Identifiers for the correct format:
o Old Identification Number

o New Identification Number
STEPS TO ENABLE
. 236
HUMAN CAPITAL MANAGEMENT FOR MEXICO
Oracle Fusion Human Capital Management for Mexico supports country specific features and functions
for Mexico. It enables users to follow Mexicos business practices and comply with its statutory
requirements.
NATIONAL IDENTIFIER VALIDATION
Oracle Fusion Human Capital Management for Mexico provides three levels of validation for CURP and
RFC national identifiers. These levels depend on the country extensions settings, as given below:
Country Extension Level of Validation

Human Resources or None Basic
Payroll Interface Intermediate
Payroll Full
The basic validation includes the following:
o Length
o Format (alphabetic, alphanumeric, and numeric characters)
Intermediate validation includes the following:
o Basic Validation
o Structure rules (name letters and date of birth)
o Exception rules (names and words to ignore, inappropriate words, and so on)
o If an exception occurs the application sends a warning message, however, you can
continue entering the information.
Full validation includes the following:
o Basic Validation
o Structure rules (name letters and date of birth)
o Exception rules (names and words to ignore, inappropriate words, and so on)
o If an exception occurs the application errors out and you cannot continue until you fix
the data.
STEPS TO ENABLE
Use the Manage Features by Country or Territory in the Setup and Maintenance task to select the country
extension.
. 237
Scroll down to the Mexico legislation row and select an appropriate country extension.
. 238
HUMAN CAPITAL MANAGEMENT FOR THE NETHERLANDS
Oracle Fusion Human Capital Management for the Netherlands supports country specific features and
functions for the Netherlands. It enables users to follow the Netherlands business practices and comply
with its statutory requirements.
GATEKEEPER LAW (LAW POORTWACHTER)
You can now comply with the Gatekeeper Law rules and procedures and manage your sickness absences
using:
Absences case management, including document attachments and Gatekeeper Law

document types, such as the plan of approach.
Predefined Gatekeeper Law HR checklist template (can be copied and customized).
Allocation of checklist based on existence of valid Gatekeeper Law absence case.
Allocation of Gatekeeper Law checklist tasks using an Enterprise Scheduler Service (ESS)
process.
Automatic calculation and recalculation of task start and end dates based on the absences
associated with the case.
Automatic suspension of checklist tasks when an employee returns to work and resumption
of outstanding tasks if the employee goes on another (related) sickness absence during the
28-day period.
A new Absence Category for Gatekeeper Law is available for the Netherlands. Before creating an
absence case for the Gatekeeper Law, set up your sickness absence types and associate them with the
predefined Gatekeeper Law absence category.
. 239
Example Absence Case for the Gatekeeper Law
Example of a Gatekeeper Law Checklist
. 240
STEPS TO ENABLE
KEY RESOURCES
For more information about the Gatekeeper Law, go to Applications Help for the following topic:
Gatekeeper Law Process: Explained and related topics.
GLOBAL REPORTS
The following global reports are enabled to meet Dutch-specific requirements:
Report Name Purpose
Payroll Balance Displays balance results of the payroll run. The report extracts the run balance results for
a specific period. Run this report from the Payment Distribution work area.
Balance Exception Identifies values that vary compared to other values for the same balance dimension.
Run this report from Payment Distribution work area or Payroll Checklist work area.
Element Result View a listing of the elements and pay values processed for each payroll relationship. Run
this report from the Payroll Calculations work area.
STEPS TO ENABLE
KEY RESOURCES
Payroll Balance Report: Explained

Element Results Report: Explained
. 241
HUMAN CAPITAL MANAGEMENT FOR NEW ZEALAND
Oracle Fusion Human Capital Management for New Zealand supports country specific features and
functions for New Zealand. It enables users to follow New Zealands business practices and comply with
This feature supports the recording of person and human resources data specific to New Zealand, such
as:
Validation of the national identifier, IRD number for the correct format, correct value range,
and check digit.
Gender
Ethnicity
Marital Status
Contacts
The Religion and Region of Birth information are hidden to meet local statutory, business and cultural
STEPS TO ENABLE
This feature supports employment information specific to New Zealand, such as: Assignment Category.
STEPS TO ENABLE
ENABLED VALUE FOR MARITAL STATUS
Marital Status attribute of Common Law was re-enabled as a value for New Zealand.
STEPS TO ENABLE
. 242
HUMAN CAPITAL MANAGEMENT FOR NORWAY
Oracle Fusion Human Capital Management for Norway supports country specific features and functions
for Norway. It enables users to follow Norways business practices and comply with its statutory
requirements.
This feature supports the recording of person and human resources data specific to Norway, such as:
Name Style and Formats with the First Name 1 and Last Name 2 as mandatory fields.
Address Formats and Types with Validation
Marital Status
Contacts
Passports
The following National Identifiers
o Norwegian National Identifier

o D Number
The Ethnicity, Religion, and Region of Birth information are hidden to meet local statutory, business and
cultural practices and requirements.
STEPS TO ENABLE
. 243
HUMAN CAPITAL MANAGEMENT FOR OMAN
Oracle Fusion Human Capital Management for Oman supports country specific features and functions
for Oman. It enables users to follow Omans business practices and comply with its statutory
requirements.
This feature supports the recording of person and human resources data specific to Oman, such as:
Address Formats with Validation
Ethnicity
Religion
Marital Status
Contacts
Disabilities
Validation of the following National Identifiers
o Civil Identity Number

o Social Insurance Number, which is validated for correct format.

Mandatory Date of Birth information
STEPS TO ENABLE
. 244
HUMAN CAPITAL MANAGEMENT FOR POLAND
Oracle Fusion Human Capital Management for Poland supports country specific features and functions
for Poland. It enables users to follow Polands business practices and comply with its statutory
requirements.
This feature supports the recording of person and human resources data specific to Poland, such as:
Address Formats and Address Types with Validation
Marital Status
Contacts
Passports
Validation of the national identifier, PESEL number for correct format.
Mandatory Date of Birth and Gender Information
STEPS TO ENABLE
. 245
HUMAN CAPITAL MANAGEMENT FOR QATAR
Oracle Fusion Human Capital Management for Qatar supports country specific features and functions
for Qatar. It enables users to follow Qatars business practices and comply with its statutory
requirements.
This feature supports the recording of person and human resources data specific to Qatar, such as:
Ethnicity
Religion
Marital Status
Contacts
Disabilities
Validation of the following National Identifiers for correct format:
o Civil Identity Number

o Social Insurance Number

Mandatory Date of Birth Information
STEPS TO ENABLE
. 246
HUMAN CAPITAL MANAGEMENT FOR REPUBLIC OF KOREA
Oracle Fusion Human Capital Management for Republic of Korea supports country specific features and
functions for Republic of Korea. It enables users to follow Republic of Koreas business practices and
comply with its statutory requirements.
This feature supports the recording of person and human resources data specific to the Republic of
Korea, such as:
Name Style and Formats

Address Structure
Format validation of the national identifier for Resident Registration Number. Marital Status
Contacts
Disabilities
Person work areas.
STEPS TO ENABLE
. 247
HUMAN CAPITAL MANAGEMENT FOR ROMANIA
Oracle Fusion Human Capital Management for Romania supports country specific features and functions
for Romania. It enables users to follow Romanias business practices and comply with its statutory
requirements.
NATIONAL IDENTIFIER VALIDATION
The local specific value CNP (Cod Numeric Personal) is delivered with validation. An error message is
displayed if you do not enter the CNP with the correct format and check-digit.
STEPS TO ENABLE
KEY RESOURCES
document:

. 248
HUMAN CAPITAL MANAGEMENT FOR SAUDI ARABIA
Oracle Fusion Human Capital Management for Saudi Arabia supports country specific features and
functions for Saudi Arabia. It enables users to follow Saudi Arabias business practices and comply with
calendar monthly period for citizens of the GCC. This report must be submitted to the Social Insurance
office.
STEPS TO ENABLE
There are no steps necessary to enable this feature. You can run this report from the Regulatory and
Tax Reporting work area.
KEY RESOURCES
For more information about these reports, go to Applications Help for the following topic:
Saudi IPE Consolidated Report.
STATUTORY REPORTING: SAUDI ARABIA IPE REPORT - ANNUAL SALARY
You can now generate a report that contains details of the basic salary and housing allowance for
citizens of the GCC. This report must be submitted to the Social Insurance office each January.
STEPS TO ENABLE
STEPS TO ENABLE
. 249
GLOBAL REPORTS
The following global reports are enabled to meet Saudi-specific requirements:
Report Name Purpose
Deduction Report Validates the deduction amounts being processed. Run this report from the
Payroll Calculation work area.
Payment Register Displays results used to verify and audit payment distributions. You can run this
report from Payroll Checklist work area or the Payroll Calculations work area.
Balance Exception Identifies values that vary compared to other values for the same balance
dimension. Run this report from Payment Distribution work area or Payroll
Checklist work area.
STEPS TO ENABLE
KEY RESOURCES
Deduction Report
. 250
HUMAN CAPITAL MANAGEMENT FOR SERBIA
Oracle Fusion Human Capital Management for Serbia supports country specific features and functions
for Serbia. It enables users to follow Serbias business practices and comply with its statutory
requirements.
VALUE ENABLED FOR HIGHEST EDUCATION LEVEL
The value University degree was enabled as a value for the Highest Education Level attribute for
Serbia.
STEPS TO ENABLE
. 251
HUMAN CAPITAL MANAGEMENT FOR SPAIN
Oracle Fusion Human Capital Management for Spain supports country specific features and functions for
Spain. It enables users to follow Spains business practices and comply with its statutory requirements.
NATIONAL IDENTIFIERS VALIDATION
A specific list of values is delivered and validated for the Spanish National Identifier for NIF, Foreigner's
Identification Number, and Social Security Number.
STEPS TO ENABLE
KEY RESOURCES
document:

. 252
HUMAN CAPITAL MANAGEMENT FOR SWEDEN
Oracle Fusion Human Capital Management for Sweden supports country specific features and functions
for Sweden. It enables users to follow Swedens business practices and comply with its statutory
requirements.
This feature supports the recording of person and human resources data specific to Sweden, such as:
Address Formats and Address Types with Validation
National Identifiers:
o Coordination number
o Personal identification number
Marital Status
Contacts
Passports
The Ethnicity, Religion and Place of Birth information are hidden to meet local statutory, business and
cultural practices and requirements.
STEPS TO ENABLE
This feature supports employment information specific to Sweden, such as: Worker Category.
An HR Specialist can maintain the person and employment information using the tasks under Person
STEPS TO ENABLE
. 253
ENHANCED POST NUMBER VALIDATION
The Swedish Post Number validation is enhanced to accept a number in the format "NNN NN" (one
space between 3rd and 4th digit), in addition to the already accepted format NNNNN.
STEPS TO ENABLE
. 254
HUMAN CAPITAL MANAGEMENT FOR SWITZERLAND
Oracle Fusion Human Capital Management for Switzerland supports country specific features and
functions for Switzerland. It enables users to follow Switzerlands business practices and comply with its
WORKER DATA VALIDATION REPORT
The Swiss Worker Data Validation Report helps you to validate the following:
A reporting establishment is assigned for each person at the employment term level.
If a contact type of guardian is included for persons less than 18 years of age.
You can start the Run Worker Data Validation Report process from either of these work areas:
Data exchange
Payroll checklist
The delivered output is in PDF format and lists persons without an assigned reporting establishment in
the employment data or those who are below 18 years of age and without a contact guardian in the
persons data.
Worker Data Validation Report
STEPS TO ENABLE
. 255
HUMAN CAPITAL MANAGEMENT FOR TAIWAN
Oracle Fusion Human Capital Management for Taiwan supports country specific features and functions
for Taiwan. It enables users to follow Taiwans business practices and comply with its statutory
requirements.
This feature supports the recording of person and human resources data specific to Taiwan, such as:
Address Formats
Validation of the Taiwanese National Identifier for correct format and checksum value.
Marital Status
Contacts
Disabilities
STEPS TO ENABLE
. 256
HUMAN CAPITAL MANAGEMENT FOR UKRAINE
Oracle Fusion Human Capital Management for Ukraine supports country specific features and functions
for Ukraine. It enables users to follow Ukraines business practices and comply with its statutory
requirements.
This feature supports the recording of person and human resources data specific to Ukraine, such as:
Name Style and Formats including Academic Title, with the Given Name and Surname as
mandatory fields.
Validation of the national identifier, Individual Identification Number (IIN) for correct
format.
Contacts
Passports
Mandatory Date of Birth, Gender and Marital Status Information
The Ethnicity and Religion information are hidden to meet local statutory, business and cultural
STEPS TO ENABLE
. 257
HUMAN CAPITAL MANAGEMENT FOR THE UNITED KINGDOM
Oracle Fusion Human Capital Management for the United Kingdom (UK) supports country specific
features and functions for the United Kingdom. It enables users to follow the United Kingdoms business
practices and comply with its statutory requirements.
END OF YEAR PROCESS OF P60 END OF YEAR STATEMENT
At the end of the tax year, a P60 statement must be provided to all current employees. This statement
provides employee and employer data including year-to-date values of earnings, tax and National
Insurance deductions, and any statutory payments for the tax year. P60 statements can now be
produced for all employees within Oracle Fusion Global Payroll for UK in different formats. The formats
supported are:
P60 Plain Paper Substitute

P60 Substitute Self Seal
HMRC Single Sheet Portrait
eP60 (electronic P60)
A new document type P60 is now available. Use the Manage Document Types task from the Setup and
Maintenance work area to configure this new document type.
Submitting End of Year P60 Statements
. 258
You can select the P60 template from the task flow parameters. The eP60 does require a P60 template
selection.
STEPS TO ENABLE
NI CATEGORY UPDATE PROCESS - YOUNG PERSONS NATIONAL INSURANCE CATEGORY

ASSESSMENT
Use the NI Category Update Process to automatically assess and update the employees NI category
from the Under 21 NI category to a corresponding 21 or Over NI Category, when they reach 21 years of
age.
The following table displays the NI category mappings:
Under 21 NI Category 21 or Over NI Category

M A
Z J
I D
K L
. 259
NI Category Update Process
NI Category Update Audit Report
STEPS TO ENABLE
PENSIONS AUTOMATIC ENROLMENT AND RE-ENROLMENT ENHANCEMENT
The Pensions Automatic Enrolment is a comprehensive process to automatically assess and enroll or Re-
enroll employees into a qualifying pension scheme. This process flow is now separate from the letter
generation process. This implies that you run and retry this process as many times as required, but only
if you have not run the Letter Generation process.
. 260
The automatic enrolment assesses and enrolls employees, or re-enrolls them when a re-enrolment date
is present.
The recent changes announced for the Pensions Automatic Enrolment for the tax year 2015-16 by The
Pensions Regulator (TPR) are included.
Legislative Changes for Tax Year 2015-16 - Changes incorporated are the option to exclude
or include employees for enrolment or re-enrolment with certain conditions such as:
o Former members of a qualifying pension scheme

o Within 12 month of enrolment or re-enrolment date
o More than 12 months since enrolment or re-enrolment date
o Under Notice given or when Notice is withdrawn
o Exempt due to Tax protection applied
o In receipt of Winding Up Lump Sum (WULS) payment
Automatic Re-enrolment - Changes incorporated addresses the requirement for re-

enrolment of employees. The application now supports:
o Cyclical Re-enrolment process that should be run every time the re-enrolment date is
met.
o Additional data capture to ensure re-enrolment process can take place.
o Assessment for Automatic re-enrolment for eligible employees.
o Employee Notification letters to be generated for employees assessed for re-
enrolment.
Additional Data Capture at PSU or TRU Level - Additional information is required for the
PAE component at organization-level for PAYE Reference or TRU. Where present, the TRU
data takes precedence over the PSU data. For example, if the Automatic Re-enrolment Date
is present at TRU, this takes precedence over the PSU Automatic Re-enrolment Date.
. 261
Component Data Field: Pensions Automatic Enrolment: Usage
Automatic Re-enrolment Enter the Automatic re-enrolment date for your organization.
Date This date is validated to ensure it is within the allowed timeframe of the original
staging date or previous re-enrolment date.
The date entered must be within 6 month-period of the 3 months prior to anniversary
date (where anniversary date for the first time is the staging date and subsequently
the previous re-enrolment date).
Auto-enrolment for If the criteria for Eligible Job Holder are met, the application checks this field. If set to
previous QS member Exclude, then the person is not enrolled or re-enrolled.
within 12 months The default is NULL, which means the employee is enrolled or re-enrolled if found
eligible.
Auto Enrolment if Notice If the criteria for Eligible Job Holder are met, the application checks this field. If set to
given Exclude, then the person is not enrolled or re-enrolled.
The default is NULL, which means the employee is enrolled or re-enrolled if found
eligible.
Auto Enrolment if Winding If the criteria for Eligible Job Holder are met, the application checks this field. If set to
Up Lump Sum taken Exclude, then the person is not enrolled or re-enrolled.
eligible.
Exclude if tax protection If the criteria for Eligible Job Holder are met, the application checks this field. If set to
applied Exclude, then the person is not enrolled or re-enrolled.
eligible.
Additional Data Capture for Employee - The additional data fields are added to the
employees PAE calculation card.

Reason for exclusion This is populated by the re-enrolment or enrolment process if exclusion is to be applied.
This applies when the conditions are met for Eligible Job Holder but the relevant exclude
or include indicator is set to exclude.
There is a new set of values created for this field which allows the process to use when
exclusion has been detected for enrolling an eligible employee.
You can also manually enter a value for this field. There is no default value.

Overriding Automatic Re- Enter a date here if it is different from the date entered at the organization-level.
Enrolment Date
Date Winding Up Lump Enter the date when WULS was taken. If this date is entered, the process checks for the
Sum Taken exclude or include indicator and the criteria is set to exclude. In this case, the employee
will not be enrolled or re-enrolled even if the employee is eligible.
Tax Protection Applied Select this field if there is Tax Protection applied to this employee.
The process checks if the exclusion indicator is selected. If it is set to include then the
employee is enrolled or re-enrolled if the eligibility criteria is met.
Date Notice Given This is a read-only field and is populated from the Termination component during the
assessment process.
Date Notice Withdrawn Date used as the assessment date for the automatic enrolment process instead of the
Payroll Reference Period Date or Staging or Re-enrolment date.
Changes to the Pensions Automatic Enrolment Process -The process flow has been
amended to allow for multiple runs to be performed as required. You can re-try the process
as many times as you wish before running the Generate Notifications process.
. 262
NOTE: Once the Pensions Notification Letters process has been run, it will not be possible to re-try or re-
run the PAE process for the same effective period.
Pensions Automatic Enrolment Information Component Details
Pensions Automatic Enrolment Additional Information Component Details
. 263
Pensions Automatic Enrolment Additional Information Component Details
Run Pensions Automatic Enrolment Report Task Details
STEPS TO ENABLE
KEY RESOURCES
For more information go to My Oracle Support for the following document:
Oracle Fusion HCM (United Kingdom): Pensions Automatic Enrolment and Functional
Considerations (Document ID 2006584.1)
. 264
GENERATE PENSIONS AUTOMATIC ENROLMENT NOTIFICATION LETTERS PROCESS
You can now generate notification letters using a separate flow pattern Generate Pensions Automatic
Enrolment Reports. You can run the Pension Automatic Enrolment process multiple times. Use the new
parameter Original Pensions Automatic Enrolment Flow Name to indicate the process to generate the
notification letters.
Generate Pensions Automatic Enrolment Reports Flow Pattern
New Parameter Original Pensions Automatic Enrolment Flow Name
. 265
Task Detail for Run Pensions Automatic Enrolment Letters
Once the process is completed, the letters are generated using the new templates as mandated by the
TPR:
Letter Template Template When Generated Detail

provided for Reference
Eligible jobholders Letter E + Automatic Enrolment; Cover letter for employees who are being
automatically enrolled or Letter EI and automatically enrolled or Re-enrolled (E);
re-enrolled Automatic Re-enrolment Plus
Insert for employees who are being automatically
enrolled or Re-enrolled (EI)
Postponement letter for Letter P Automatic Enrolment; Postponement Letter for all employees who have
all staff. started an active postponement.
(not applicable for re-enrolment)
Non eligible jobholders or Letter N Automatic Enrolment; Letter for Non Eligible Jobholders and or/Entitled
entitled workers not and workers but are NOT automatically enrolled or Re-
automatically enrolled Automatic Re-enrolment enrolled
STEPS TO ENABLE
You must download the new Pension Notification Letter templates delivered and update them with any
details specific to your organization, such as your company logo, the extra information section including
and URL references to your pension provider.
KEY RESOURCES
For more information go to My Oracle Support for the following document:
Oracle Fusion HCM (United Kingdom): Pensions Automatic Enrolment and Functional
Considerations (Document ID 2006584.1)
. 266
YEAR TO DATE RECONCILIATION REPORT
Use this report to reconcile year-to-date payments and deductions between Payroll, Earlier Year Update
(EYU), FPS, and P60. Run this report for every period or at the end of each tax year.
To run this report, there must have been a payroll run in the tax year on or before the effective date
parameter value.
Submitting the Report
STEPS TO ENABLE
PAYE AND NI ADJUSTMENTS
Three new non-recurring elements are provided that enable you to make a one-time adjustment to the
National Insurance (NI) and Pay as You Earn (PAYE) deductions in a payroll run. These are:
PAYE Adjustment
NI Employee Adjustment
NI Employer Adjustment
. 267
For these new elements you can:
Enter either positive or negative values depending on the adjustment required to the
already calculated and deducted amounts for PAYE or NI.
Select the appropriate:
o NI Category
o Pension Basis
o CPE ID (where multiple employments exist)
. 268
. 269
These new adjustment elements input values are identical to those on the existing PAYE & NI elements.
STEPS TO ENABLE
Before using the new elements, you must set their Element Eligibility after which they will be available
in the Element Eligibility form.
UPTAKE OF XML FORMAT OUTPUT FOR DEDUCTIONS FROM EARNINGS ORDER (DEO)
You can generate report results in XML files in addition to PDF files for the Run DEO payment schedule
process. The file includes data for all active DEOs that are operated by the employer across all the
three types of DEO:
DEO - Calculation Type Pre2003

DEO Calculation Type Post2003
Child Maintenance Service (CMS) DEO
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STEPS TO ENABLE
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HCM DATA LOADER SUPPORT FOR CALCULATION CARDS
You can now use HCM Data Loader to create or update calculation cards for the UK localization. The
HCM Data Loader currently supports the following cards for upload:
Statutory Deductions
Pension Automatic Enrolment
Benefits and Pensions
Court Orders and Student Loans
All business objects related to the calculation card, such as calculation component, component details,
and associations are available through HDL Data Loader. You can carry out actions such as Insert, Delete
or Update on these objects.
User keys are currently not supported to identify business objects; instead it uses the combination of
SourceSystemOwner and SourceSystemID. Reports can be setup in Business Intelligence (BI) Publisher to
retrieve the required ID.
Sample BI Publisher Report Output
Using this information, you can prepare the data for loading. The file must be in data file format (.dat),
with a METADATA line declaring what objects are being created or uploaded or deleted in the file,
followed by one MERGE line for each record you wish to create or update.
For example, to update P45 information on employees PAYE component:
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Example of a Subset of Information on the P45.
You can then upload the file in the Data Exchange Work Area, Import and Load data.
If the upload is unsuccessful, you can view the list of error messages using the Message icon.
To verify that the data has been updated, use the Manage Calculation Card task in the Payroll
Calculation Work Area:
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NOTE: The same validations happen while creating the data using HCM data loader than when created
manually using the Manage Calculation Card task. However a few of the validations only happen during
manual entry. It is recommended to run the Payroll Validation report or Diagnostic report to validate
loaded data.
STEPS TO ENABLE
User keys are not currently supported. Either Source System id, GUID or Surrogate Id can be used to
identify records.
It is possible to combine all business objects into a single file. The HCM Data Loader works out the order
in which objects must be created. For example, if you are creating a new statutory deductions card, you
can include all of the following business objects into a single .dat file:
Calculation card
Aggregation component
PAYE component
NI component
PAYE component details
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New Starter Declaration component details
Card association
PAYE component association
NI component association
EXCEPTIONS
Following are the exceptions while using the HCM Data Loader:
Only one PAYE component per card can be created within one .dat file. If you need to create
multiple PAYE components, create them using multiple .dat file.
When creating a Pension Automatic Enrolment calculation card, if you want to upload
information about the Qualifying Pension Scheme (QPS), ensure that the Benefits and
Pensions card already exists.
When deleting cards, all business objects can be provided in a single file except for
association details; if you need to delete a card as well as its association details, it must be a
two-steps process.
EDI INCOMING MESSAGE FILE UPLOAD METHOD CHANGE
The processes for P9/P6 and NVREQ both process incoming files from HMRC and in order to select the
file received. To enable you to select the file you want to upload at the time of submitting the process
flow, a new task has been added to the processes called Upload File.
When you submit the flow with your parameters, the task Upload File remains in the status of in
progress.
In order to specify the file you want to process select Go to Task icon on the Upload File
task
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Go to Task Icon on Upload File
This then opens another window in which there is an option to add a file:
Click on Manage Attachments
Once you click on + (Manage Attachments), it will take you to the manage attachments
window where you can browse and add your file.
Browse for File
Select your file that has been sent to your server from HMRC
Add a Title and Description for your reference
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Title and Description
You can also delete a file that may have been added by mistake by slicking on the x against
the relevant file.
The details of the file attached are displayed when you point to the file
Details Displayed
Once you have completed adding the file, return to the task flow and mark the Upload File
task as complete which will then fire the remainder of the tasks in the flow.
STEPS TO ENABLE
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NATIONAL INSURANCE CALCULATION FOR APPRENTICES UNDER 25
You can now apply the new NI calculations for all your apprentices who are under 25 by allocating the
relevant NI category delivered in the payroll application.
You can leverage the existing process that was delivered for updating the Under 21 NI Category to
change employees who may be on an apprentice category H, but are no longer eligible (i.e. too old for
that category). The process will change their category to A as of their 25th birthday.
Switching apprentices to category H is a manual process that you should undertake to ensure the NI
calculations are correct.
STEPS TO ENABLE
NEW STUDENT LOAN TYPE
The threshold used in the calculation of Student Loan deductions is increasing from 6th April 2016. In
addition, a separate threshold is being introduced for a new second type of student loan. The actual
calculation method remains unchanged.
Type of Student Loan Value
SL Plan 1 Threshold 17495.00
SL Plan 2 Threshold 21000.00
SL Plan 1 Deduction 9%
SL Plan 2 Deduction 9%
For New Student Loans from 6th April 2016, you will need to indicate the Plan Type' on the CIR
component for the Student Loans if it is to be deducted at the higher rate. Standard rate will be applied
as a default.
You can do this by entering the Plan Type on the Calculation Component Detail for the Student Loan
element.
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Student Loan Details
STEPS TO ENABLE
There are no steps necessary to enable this feature. Please contact My Oracle Support if you need
existing data updated. There is a script that may be required to be ran that will update existing Student
Loan to add Plan Type if it is to be deducted at the higher rate and not the standard rate.
This script is on a need only basis and is not supplied in the patch bundle.
COURT ORDERS
D IRECT E ARNINGS A TTACHMENTS (DEA) H IGHER R ATE C ALCULATION
In order to comply with the change introduced for DEA, which can be deducted at the standard or the
higher rate starting from 6th April 2016, new data capture has been introduced. This will allow you to
choose which deduction table should be applied to the DEA for the employee.
Any existing DEA in place before 6th April 2016 will be deducted at the standard rate. If you wish to
change the existing DEA to deduct at the higher rate, please contact your support POC as a script will be
required to make this change. This script is on a need only basis and is not supplied in the patch bundle.
Once you have applied this patch, for any new DEA, you will need to indicate which rate it should be
calculated at higher or standard.
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You can do this by entering the Deduction Rate on the CIR component for the DEA element.
D EDUCTIONS FROM E ARNINGS O RDER (DEO) P ARAMETER C HANGE
The Tax Reporting Unit (TRU) parameter is mandatory when running the DEO Payment Schedule This
parameter has been added to the task flow for DEO Payment Schedule Report.
DEO Payment Schedule Parameters
STEPS TO ENABLE
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SCOTTISH LEGISLATIVE CHANGES
S COTTISH R ATE OF I NCOME T AX
Scottish rate of income tax is applicable when you enter a Scottish Tax code for an employee. The
validation on Tax codes has been therefore extended to allow Scottish Tax Code entry effective from 6th
April 2016.
Scottish tax codes begin with a prefix of S e.g. S807L, and you can enter them on the PAYE calculation
card.
Valid Tax Code are:
SBR, S0T, SNT, SD0, SD1, SKxxx, SxxxL

There is no Scottish equivalent of the emergency tax code
The same rates and thresholds will be applied to Scottish tax codes as the other tax codes starting 6th
April 2016.
Low Value High Value Tax Rate
0 31999.99 20%
32000 149999.99 40%
150000 99999999.99 45%
Tax Code Rate
SBR 20%
SD0 40%
SD1 45%
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S COTTISH E ARNINGS A RRESTMENT
From 6th April 2016 the following tables will apply for Scottish earnings Arrestment:
Deductions from Daily Earnings
From To Deduction
0 16.24 0
16.25 58.70 19% or 0.50, whichever is greater
58.71 88.26 8.07 + 23% of earnings exceeding 58.70
Deductions from Weekly Earnings
From To Deduction
0 113.68 0
617.83 99999999.99 104.06+ 50% of earnings exceeding 617.83
Deductions from Monthly Earnings
From To Deduction
0 494.01 0
1785.62 2684.51 245.40 + 23% of earnings exceeding
1785.61
2684.51 99999999.99 452.15 + 50% of earnings exceeding
2684.51
STEPS TO ENABLE
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LEGISLATIVE CHANGES FOR TAX YEAR END 2015-16
P60 templates have been delivered to reflect all the relevant changes for tax year ending 5th April 2016.
Oracle HCM supports the following P60 formats which you can choose from at the time of submitting
the P60 process:
HMRC Single Sheet Portrait
o Free stationery available from HMRC
P60 (Substitute) Type LE(P)
o Available to order at a cost from Prolog Print Media
P60 (Substitute) (Oracle UK) Plain Paper
o Can be printed on Plain A4 paper no extra cost involved

o This will be the default format if there are no options for template at the Task Flow
submission.
Online eP60
o Available for Self Service by employees where SSHR is in place

o A copy of the eP60 will also be placed on Document of Record after the publish
action is complete.
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STEPS TO ENABLE
LEGISLATIVE CHANGES FOR TAX YEAR 2016-17
Various legislative changes came into effect for the tax year 2016-17 for tax, national insurance and
pensions.
PAYE AND N ATIONAL I NSURANCE R ATES AND T HRESHOLDS
Changes to the PAYE and NI rates and thresholds have been applied to take effect from 6th April 2016 as
follows:
PAYE Changes
PAYE thresholds effective from 6th April 2016:
o Basic Rate 20% 0 - 32,000

o Higher Rate 40% 32,001 - 150,000
o Additional Higher Rate 45% over 150000
There is no change to the rates applied to tax codes D0, D1 and BR.
There is a new emergency tax code of 1100L which will be applied where no tax code has
been entered for any new starter.
N ATIONAL I NSURANCE C HANGES
A new category H for apprentice under 25 from 6th April 2016

Contacted Out NI Categories have been made obsolete and the validation has been added
to reject and the following letters on entry:
o D, E, I, K, L
Valid NI categories from 6th April 2016 are:
o A, B, C, J, X
o H (Apprentice under 25)
o M (under 21)
o Z (Deferred rate for under 21)
The UAP threshold has been removed

A new threshold has been introduced for Apprentice Upper Secondary Threshold (AUST)
and it applies to NI category H only
The new rates for 2016-17 have been applied:
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Threshold/limit Weekly 2 Weekly 4 Weekly Monthly Annual
() () () () ()
Lower Earnings Limit (LEL) 112 224 448 486 5824
Primary Threshold (PT) 155 310 620 672 8060
Secondary Threshold (ST) 156 312 624 676 8112
Upper Secondary Threshold (UST) 827 1654 3308 3583 43000
Apprentice Upper Secondary Threshold (AUST) 827 1654 3308 3583 43000
Upper Earnings Limit (UEL) 827 1654 3308 3583 43000
Rates applied by NI Category for are:
o Employee Rates for 2016-17
Category letters A H M B J Z C
Earnings < LEL Nil Nil Nil Nil Nil Nil Nil
Earnings >= LEL <= PT 0% 0% 0% 0% 0% 0% Nil
Earnings > PT <= UEL 12% 12% 12% 5.85% 2% 2% 0%
Earnings > UEL 2% 2% 2% 2% 2% 2% 0%
o Employer Rates for 2016-17
Category letters A H M B J Z C
Earnings < LEL Nil Nil Nil Nil Nil Nil Nil
Earnings >= LEL <= ST 0% 0% 0% 0% 0% 0% 0%
Earnings > ST <= UST\AUST 13.8% 0% 0% 13.8% 13.8% 0% 13.8%
Earnings > UST\AUST <= UEL 13.8% 13.8% 13.8% 13.8% 13.8% 13.8% 13.8%
Earnings > UEL 13.8% 13.8% 13.8% 13.8% 13.8% 13.8% 13.8%
Roll up of Lower Earnings Limit and Contributions has been changed as follows to cater for
the revised categories introduced:
o LEL Rollup:
From To
M A
H A
A C
Z J
B A
B C
o Contributions Rollup:
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From To
A M
A H
J Z
A B
Two new balances have been delivered and will be automatically be fed by the values
calculated under the new category of H:
o AUST (Earnings above the ST up to and including the AUST)

o AUST_UEL (Earnings above the AUST up to and including UEL)
A new NI Rate (category H) has been introduced for calculation related to employers NI
calculations for apprentices under 25. This does not employee NI calculations. This rate is
called:
o ORA_HRX_GB_NI_ERS_CI_RATE_APP_U25 0% for NI Cat H only
From 6th April 2016, only 1 NI category can be processed at any one point in time of
payment run.
Rates applied to the employee and employer calculations will be as follows:
o Employee Calculation rates
Not-contracted out: 12%

Married Women Reduced Rate: 5.85%
Earnings > UEL: 2%
o Employer Calculation rates
Not-contracted out: 13.8%

Not-contracted out: Reduced Under Specified Age 0.0%
Not-contracted out: Apprentice Under Age 25 0.0%
NOTE:
ST -> UST and UST -> UEL are only for categories M and Z
ST -> AUST and AUST -> UEL are only for category H
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STATUTORY PAYMENT RATE CHANGES
Rates for Statutory payments SSP, SMP, SAP, OSPP, ShPP remain the same:
Payment of: Value
SSP 88.45
SMP 139.58
SAP 139.58
OSPP 139.58
ShPP 139.58
NOTE: ASPP has been removed as this is no longer effective as of 6th April 2016.
PENSIONS AUTOMATIC ENROLMENT THRESHOLDS
The upper threshold for Pension Automatic enrolment has been changed and comes into effect from
6th April 2016. There is no change to the lower threshold.
Frequency Upper Threshold
Weekly 827
Fortnightly 1654
Lunar Month 3308
Monthly 3683
Quarterly 10750
Bi-Annual 21500
Annual 43000
STEPS TO ENABLE
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LEGISLATIVE UPDATES TO REAL TIME INFORMATION REPORTING
N EW P ROCESSES R EAL T IME I NFORMATION R EPORTING
New processes have been added to the existing ones for RTI, namely:
Run Full Payment Submission for Tax Year ending April 2017
Run Employer Payment Summary for Tax Year ending April 2017
Run Earlier Year Updates for Tax Year ending April 2016
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C HANGES S UMMARY
There have been changes in the validations and also some reporting items for RTI for tax year 2016-17
which have been incorporated. To see the full set of changed validation rules and items of data please
refer to the HMRC documentation for RTI which can be found here:
Electronic Data Interchange: Message implementation guidelines
Here is the summary of the changes:
F ULL P AYMENT S UBMISSION 2016-17
Flow Parameters
These parameters have been removed from the process as they are no longer needed for FPS 2016-17:
Free of Tax Payments made to Employee

Expense and Benefits from others
Anyone employed out of the UK more than 30 days
Employee Pay to Third Party
P11/P11D(b) Due
File Output Format Enhancement

The FPS process now produces an Excel format file containing all the data extracted and is more
granular in terms of showing the information that will be placed on the EDI file going to HMRC.
You can access this file via View Results of Processes under Processes and Reports for the task Run Full
Payment Submission for Run Full Payment Submission for Tax Year ending April 2017.
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The Excel output replaces the PDF version of the report previously provided.
N EW , C HANGED AND D ELETED I TEMS
The following attributes on the PAYE CIR component have been renamed as they are only applicable up
to FPS 2016:
Flexibility Access Pension Rights

Flexibility Accessing Pension Rights Check
Renamed to:
Flexibly accessing pension rights until April 2016

Retain flexibly accessing pension rights until April 2016
For FPS 2016-17, the process will automatically detect if Flexibly Accessing Pension Rights is applicable
and the appropriate flag will be set on the EDI file for FPS.
There is an additional flag in the FPS 2016-17 EDI file that needs to be set if someone is in receipt of
either taxable or non-taxable death benefit. This flag will also be set automatically by the FPS process if
the new balances for Pension Death Benefit Payment delivered for this purpose.
The new balances delivered to enable automatic setting of the flags for Flexibly accessing
pension rights and Pension Death Benefit are
o Taxable Flexible Drawdown Payment

o Non-Taxable Flexible Drawdown Payment
o Taxable Pension Death Benefit Payment
o Non-Taxable Pension Death Benefit Payment
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These balances should be fed by your own elements that hold the payments for Flexible
drawdown and Pension death benefit as follows:
Your element Balance to feed

Acme_Flex Drawdown Taxable Taxable Flexible Drawdown Payment
Acme_Flex Drawdown non-Taxable Non-Taxable Flexible Drawdown Payment
Acme_Pension Death Benefit Taxable Taxable Pension Death Benefit Payment
Acme_Pension Death Benefit non- Non-Taxable Pension Death Benefit Payment
Taxable
These balances should be fed by your own elements that hold the payments for Flexible
drawdown and Pension death benefit as follows:
The process can be summarized as follows:
You will need to set up elements for Flexible Drawdown and Pension and Death Benefit and
feed them to new balances that have been delivered in this patch bundle as indicated in the
above table.
The payroll process will populate the new balances as necessary.
The FPS process will interrogate these balances and:
o Add the balances for Taxable Flexible Drawdown Payment and Taxable Pension Death
Benefit Payment and report them to the field Flexible Drawdown Taxable Payment
as a total
o Add the balances for Non-Taxable Flexible Drawdown Payment and Non-Taxable
Pension Death Benefit Payment and report them to the field Flexible Drawdown
Non-Taxable Payment as a total
o Sets the field for Flexibly Accessing Pension Rights to Y if
Taxable Flexible Drawdown Payment
And/or
Non-Taxable Flexible Drawdown Payment balances are non-zero
o Sets the field for Pension Death Benefit Indicator to Y if
Taxable Pension Death Benefit Payment balance
And/or
Non-Taxable Pension Death Benefit Payment balance are non-zero
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POINT TO BE NOTED: There is only one field for taxable payment and one for non-taxable payment
amounts on the FPS file. HMRC are not concerned if the amount is for Death Benefit or Flexible
Drawdown payments made. As long as the correct indicators are set and it is possible to have both
Death Benefit and Flexible Drawdown amounts in which case both the flags could potentially be set.
o The Primary Threshold (PT) up to and Including the Upper Earnings Limit (UEL) Year to
Date has been changed so
It now houses only the NI UEL value
Replaces the previous two items in the FPS EDI file of
Earnings Above the PT, up to and Including the Upper Accrual Point (UAP) Year to
Date
Earnings Above the upper accrual point (UAP) up to and including upper earnings
limit (UEL) Year to Date
o Balances have been removed for:
Earnings Above the PT, up to and Including the Upper Accrual Point (UAP) Year to
Date
Earnings Above the upper accrual point (UAP) up to and including upper earnings
limit (UEL) Year to Date
o Additional Statutory Paternity Pay (ASPP)
Shared Parental Pay (ShPP) is now reported on its own
o Scheme Contracted Out Number (SCON) is no longer required for reporting in RTI,
however it has not been removed from the TRU component as it could potentially be
required for Earlier Year Updates relating to previous tax years
o Employee Contracted Out Number (ECON) is no longer required for reporting in RTI
S IGNIFICANT V ALIDATION C HANGES
There are some new validation checks introduced for FPS as follows:
Partner information being present when Shared Parental Payment is received
o A message will be given if validation fails of:

o You must enter the partner surname and partner forename for the employee
<EmployeeName> to report the shared parental pay amount.
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National Insurance Category checks are introduced to ensure
o NI letters valid for 2016-17 (A, B, C, H, J, M, X and Z)

o If Gender is Male then NI Category cannot be B
Negative amounts not allowed for
o Total Employer Contributions (NI) Year To Date

o Total Employee Contributions (NI) Year To Date
Questions and Declarations flags have been removed as they do not exist anymore when
you provide either:
o Ceased Indicator
o Final Submission for Year
Date Scheme Ceased validation changed whereby:
o Future date entry is allowed if it is a test submission

o Date entered must be between 6th April 2016 and 5th April 2017 for live submissions
only
o If Date is present and Final Submission Indicator is NOT given, the process does not
fail
FPS17 will report Scottish Tax Code under a renamed field Tax Regime on the EDI file and it
will be set to S for any person with a Scottish Tax Code. (The actual Scottish tax code will
be reported without the suffix)
E MPLOYER P AYMENT S UMMARY 2016-17
For EPS 2016-17 there are minor changes implemented as per the legislative requirements. These are:
ASPP is no longer payable and therefore removed from the reporting balance for ShPP
o The balance will only contain the value of ShPP

o The Archive Results UI (accessible via the View Employer Payment Summary Results
task) has been changed so that ASPP payments will not be included in the value of
ShPP balances for NIC compensation and Recovery.
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E ARLIER Y EAR U PDATES 2015-16
When a tax year ends, you cannot submit Full Payment Summary for that year after 19th April of the
following tax year. Any changes you wish to submit to HMRC for your employees that relate to a
previous tax year, should be done via the Earlier Year Updates (EYU) process.
Therefore each year a new version of EYU is provided. The changes that were applicable to FPS for the
previous tax year are all applied to the EYU for tax year ending 5th April 2016.
A new EYU process has been delivered to allow you to submit changes to HMRC for tax year ending 5th
April 2016 and the changes implemented are summarized here:
New Validations have been introduced:
o SCON - Mandatory field if NI Category letter is one of the following: D, E, I, K, L, N, O.

o ECON must be present for the following NI Categories: D, E, I, K, L, N and O
o Partners first name and last name must be present if there is a value in the
ASPP/ShPP
A New attribute on the EDI & Audit reports has been delivered:
o Flexibly Accessing Pension Rights which you must set manually for 2015-16 for the
employee as the automatic process is not available for EPS yet.
STEPS TO ENABLE
OVERRIDE PAYE AND NI CALCULATIONS FOR THE PERIOD
New predefined elements that enable you to stop the regular PAYE and National Insurance calculations
during the payroll run are now available. These elements can be used on their own, or in conjunction
with the existing NI and PAYE adjustment elements.
The new predefined override elements are as follows:
NI Override
o No input values
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PAYE Override
o No input values
In order to use the PAYE and NI Override elements, you need to create an element entry for the specific
assignment for the payroll period.
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The PAYE Override element is similar to the NI Override element and the payroll process will stop the
PAYE calculations, if it has been specified for an assignment. The values entered in the PAYE adjustment
element are used as the deduction amounts for the assignment for that period.
When the NI Override and PAYE Override elements are attached to an assignment, only the regular
calculations of NI and PAYE are stopped for the payroll relationship to which the assignment belongs.
For other assignments with different NI categories, the regular calculations are processed even if they
belong to the same payroll relationship.
Both the override elements are non-recurring. You must attach them each time you require the
calculations to be overridden by the adjustment values entered for the assignment.
STEPS TO ENABLE
Once the patch is applied, in order to use these new predefined elements, you must create an eligibility
record for each element:
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NI Override
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HUMAN CAPITAL MANAGEMENT FOR THE UNITED STATES
Oracle Fusion Human Capital Management for the United States (US) supports country specific features
and functions for the United States. It enables users to follow the United States business practices and
comply with its statutory requirements.
THIRD-PARTY INVOLUNTARY PAYMENTS EXTRACT
The Oracle Fusion Human Capital Management for the United States provides a third-party involuntary
payments interface for capturing involuntary wage payments and sending that data to ADPs Money
Movement service.
To generate an extract file suitable for submission, run the Third-Party Involuntary Payments Extract
task from the Payment Distribution work area:
Run Third-Party Involuntary Payments Extract Process from the Submit a Process or Report Page
STEPS TO ENABLE
A prerequisite to running this payment extract is that you must have created and submitted the one-
time Third-Party Deductions Initial Extract to ADP.
On the Manage Legal Reporting Unit HCM Information Task, specify the value provided by ADP in the
Branch Identifier and Client Identifier fields.
Use the Registry ID field on the Manage Third Parties task to specify the payee code on the payment
extract.
The employees Involuntary Deductions card must specify each deductions Involuntary Deduction
Number on the appropriate card component. This corresponds to ADPs Lien Number.
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NEW JERSEY FAMILY LEAVE INSURANCE
New Jersey law provides up to 6 weeks (42 days) of Family Leave Insurance (FLI) benefits for workers to
bond with their newborn or newly adopted child or to provide care for a seriously ill family member.
Benefits are payable to eligible employees through either the New Jersey State Plan or an approved
employer-provided private plan.
Use the Manage Legal Reporting Unit HCM Information task to set your FLI plan information. From the
New Jersey link of the Tax Reporting Unit tab, you can choose your family leave plan type:
Family Leave Insurance Plan Type List of Values
If you elect to have a private family leave plan, identify the plan number:
Private Family Leave Insurance Plan Number Field
STEPS TO ENABLE
To be eligible for New Jersey FLI taxation, an employee must:
Have a valid tax card with TRU association

Have New Jersey identified as their SDI state on the tax card
For New Jersey employers, to select your FLI plan type:
Start the Manage Legal Reporting Unit HCM Information task.

Select the Tax Reporting Unit tab.
Select New Jersey.
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Use the Family Leave Insurance Plan Type field to identify your plan type, in the New Jersey
W-2 Reporting Rules Overrides section.
Use the Private Family Leave Insurance Plan Number field to specify the plan number, if you
select a private plan.
KEY RESOURCES
For additional information on New Jersey Family Leave, go to Applications Help for the following topic:
New Jersey Family Leave Insurance: Explained
QUARTER-TO-DATE ARCHIVE
Quarter-end processing consists of the archival of data and the generation and submission of statutory
reports. The Quarter-to-Date Archive is a payroll process that archives employee, employer, and tax
data for a quarterly tax period.
The Multiple Worksite Electronic Report process uses the archived data for generating the reports.
Run this process from the Regulatory and Tax Reporting work area:
Run Quarter-to-Date Archive process from the Submit a Process or Report Page
STEPS TO ENABLE
The Quarter-to-Date Archive does not support all mandatory quarter-end reports. Use the Oracle Fusion
Third-Party Tax Interface in conjunction with this process to satisfy all requirements.
KEY RESOURCES
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For more information on quarter end, go to Applications Help for the following topics:
Quarter-End Processing for the US: Explained

Quarter-to-Date Archive
SUPPORT FOR STATE-SPECIFIC PAYSLIP/CHECKWRITER ENHANCEMENTS
To comply with California state requirements, the US Payslip template has been updated to display the
following details in the Earning Details section:
Total hours worked for Earnings elements of Regular and Overtime secondary classifications
Earnings start and end dates for retroactive pay eligible Earnings elements of Overtime
secondary classification
STEPS TO ENABLE
KEY RESOURCES
For more information on payslips, go to Applications Help for the following topic:
Viewing My Payslip and Bank Details tutorial.
THIRD-PARTY MONTHLY TAX FILING EXTRACT
The Oracle Fusion Third-Party Tax Filing Interface for the US has added a new extract for monthly
reporting intervals. This extract uses payroll data to file monthly state unemployment wages and taxes.
Run this process from the Regulatory and Tax Reporting work area:
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Run Third-Party Monthly Tax Filing Extract Process from the Submit a Process or Report Page
STEPS TO ENABLE
Currently, Illinois is the only state requiring this type of reporting.
KEY RESOURCES
For more information Third-Party Tax Filing, go to Applications Help for the following topics:
Third-Party Tax Filing: Explained

Tax-Filing Setup for US ADP Transporter: Critical Choices
Running the Third-Party Tax Interface: Worked Examples
Tax-Filing Interface Error Recovery: Examples
Additionally, you can view on My Oracle Support (MOS) the following document:
US Third-Party Tax Filing Interface white paper Document ID 1594079.1.
MANAGE FEATURES BY COUNTRY OR TERRITORY
You can now use this feature to control the address style and the level of address validation for the
countries or territories configured for Oracle Fusion Global Human Resources. The values you can set
depend on the combination of the country or territory and the selected country extension. The default
out-of-the-box value for Selected Extension is Payroll and the Address Style is Supplemental Taxation
and Reporting Address for US.
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Manage Features by Country or Territory Task
If your selected extension is Human Resources or None, you can keep the default Address Style of Postal
Address or modify the value to Supplemental Taxation and Reporting Address.
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Selecting Extension, Address Style and Address Validation
STEPS TO ENABLE
EMPLOYEE ACTIVE PAYROLL BALANCE REPORT
Use the Employee Active Payroll Balance Report to assist you in reconciling your periodic payrolls and
quarterly or year-end balances. Run this report from the Payroll Checklists work area to generate a pipe-
delimited text file of selected live payroll balances for the employees, filtered by various levels (Federal,
State, City, County, and School District) and time frames.
STEPS TO ENABLE
Open the output file in Microsoft Excel to easily perform additional totaling and data manipulation.
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KEY RESOURCES
For more information about this report, refer to the My Oracle Support (MOS) for the following
document:
Oracle Fusion Human Capital Management (US): End-of-Year Processing Guide, Document
ID 1944400.1.
PA ACT 32 CALCULATION ENHANCEMENTS
Act 32 of the Pennsylvania Department of Community and Economic Development requires a PSD code
and school district for both an employees residence and work locations in order to determine the
proper local income taxation. To determine these codes, Oracle Fusion HCM (US) now checks the
residency certificate of the employees withholding certificate first instead of the address. If there is no
resident data entered the residency certificate, then it uses the employees address, including the tax
district, to determine them. If the data is missing from both the employees residency certificate and
address, then it raises an error during payroll calculation.
STEPS TO ENABLE
The PSD code entered on the location is not used in the employee tax calculations. Any changes to the
work PSD code must be done on the employees residency certificate. Use the Manage Calculation Cards
task in the Payroll Calculation work area to update the employees residency certificate information.
The residency certificate information is visible under the PA regional component.
KEY RESOURCES
For more information on PA Act 32, refer to the My Oracle Support (MOS) for the following document:
Oracle Fusion HRMS (US): Implementation and Use, Document ID 1676530.1.
ASSIGNMENT ENHANCEMENTS FOR AFFORDABLE CARE ACT SUPPORT
In support of ACA reporting and eligibility requirements, you can define the following at the employee
assignment level:
Limited non-assessment period

Measurement period
Administration period
Stability period
Safe harbor override

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STEPS TO ENABLE
You can use HCM Data Loader (Worker.dat file) to update this information for multiple employees.
KEY RESOURCES
For more information about ACA, refer to My Oracle Support (MOS) for the following documents:
Oracle Fusion HRMS (US): Prerequisite Set Up Steps for ACA Reporting, Document ID
2067360.1
Oracle Fusion HRMS (US): Benefits Legislative Updates, Document ID 2066466.1.
LEGAL EMPLOYER ENHANCEMENTS FOR AFFORDABLE CARE ACT SUPPORT
In support of ACA reporting requirements, you can facilitate the configuration of your Form 1094-C by
defining the following at the legal employer level:
Designated government entity name (DGE)

Aggregated ALE group name
Annual announced percentage
Annual poverty level value
Transmission control code
STEPS TO ENABLE
KEY RESOURCES
2067360.1
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TAX REPORTING UNIT ENHANCEMENTS FOR AFFORDABLE CARE ACT SUPPORT
In support of ACA reporting requirements, you can facilitate the configuration of your Form 1094-C by
setting the following at the TRU level:
ACA contact person name and phone number

Certifications of eligibility, including qualifying offer method, qualifying offer method
transition relief, Section 4980H transition relief, and 98% offer method
Safe harbor type
Yearly minimum coverage validation for ALE members
Employee headcount benchmark date
DGE participation and DGE contact person name and phone number
Aggregated ALE group assignment
STEPS TO ENABLE
KEY RESOURCES
2067360.1
PENNSYLVANIA RESIDENCY CERTIFICATE AVAILABLE FROM PORTRAIT
Employees can now use the Portrait Gallery to view and update their own Pennsylvania Residency
Certificates. The form defaults the employee and employer information, such as name, address, SSN,
and Employer FEIN. Employees can update their Resident and Work location PSD codes directly on the
state PDF form.
STEPS TO ENABLE
KEY RESOURCES
For more information, refer to My Oracle Support (MOS) for the following document:
Oracle Fusion HRMS (US): Implementation and Use, Calculation and Withholding of
Pennsylvania Local Earned Income Tax Document ID 1676530.1.
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BATCH LOADER SUPPORT FOR NEW JERSEY FAMILY LEAVE INSURANCE EXEMPTION
Facilitate the updating of multiple employees through the new batch loader task action, Upload State NJ
Component Details. Available for the US Employee Withholding Regional Card task, this task action
allows you to load multiple employee exemptions for the New Jersey Family Leave Insurance Tax.
STEPS TO ENABLE
KEY RESOURCES
For more information on loading tax records, refer to My Oracle Support (MOS) for the following
document:
Fusion Payroll: How to Load Employee Tax Cards via Payroll Batch Loader (PBL) for Release 9
and Higher, Document ID 2022994.1.
CALCULATE FEDERAL INCOME TAXES BASED ON PERIOD-TO-DATE AMOUNT
You can now perform your Federal Income Tax calculations based on a period-to-date amount. On the
calculation cards at either the payroll statutory unit or tax reporting unit levels, set this override through
the new Federal Income Tax Organization Information segment.
STEPS TO ENABLE
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ARCHIVE END-OF-YEAR ACA INFORMATION
You can now begin your Affordable Care Act (ACA) reporting with the Archive End-of-Year ACA
Information process. This process captures all data needed to generate the employee 1095-C forms and
the 1094-C electronic file. It includes a comma-delimited text format audit report for data verification.
To run the archive, start the Archive End-of-Year ACA Information process from the Submit Extracts task
in the Data Exchange work area.
STEPS TO ENABLE
ROLE INFORMATION
See the Oracle Fusion HRMS (US): ACA Implementation and Use white paper Document ID 2067360.1
for information on the required duty roles.
You must select Original as the ACA file type. Correction and Replacement types are not currently
supported.
Do not specify any values for the Changes Only, Receipt ID, or Corrected fields.
To view the archives audit file:
1. Launch the Reports and Analytics work area.

2. In the Contents region, expand Shared Folders > Human Capital Management > Workforce
Management > Person Management > US, and select 1095cAuditReport.
3. Select History.
4. Clear the value in the Owner field in the Filters section.
5. Click Search.
6. Select Report Job Name.
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7. Select Output Name in the Output & Delivery section.
KEY RESOURCES
For more information on ACA, refer My Oracle Support (MOS) for the following documents:
Oracle Fusion HRMS (US): ACA Implementation and Use, (Document ID 2067360.1)
Oracle Fusion HRMS (US): Benefits Legislative Updates, (Document ID 2066466.1)
Information Center: Fusion Human Capital Management - United States Legislative Update,
ACA 1095-C EMPLOYEE REPORT
You can now use Oracle Fusion HCM for the US to generate your employee 1095-C forms from archived
data through the Run US 1095-C Employee Report process. This process generates the Employer-
Provided Health Insurance Offer and Coverage forms from data captured by the Archive End-of-Year
ACA Information process. The generated forms are then pushed to the Documents of Record and made
available to employee viewing through their Portraits.
To run the report, start the Run US 1095-C Employee Report process from the Submit Extracts task in
the Data Exchange work area.
STEPS TO ENABLE
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ROLE INFORMATION
See the Oracle Fusion HRMS (US): ACA Implementation and Use white paper Document ID 2067360.1
for information on the required duty roles.
ACA archive runs executed prior to the Release 10 Patch Bundle 14 are not compatible with this report
process. Before generating this report, you must perform a rollback and rerun of the archive.
supported.
Do not specify any values for the Receipt ID and Corrected fields.
To view the reports audit file:

Management > Person Management > US, and select 1095c.
3. Select History.
5. Click Search.
KEY RESOURCES
For more information on ACA, refer My Oracle Support (MOS) for the following documents:
Oracle Fusion HRMS (US): ACA Implementation and Use, Document ID 2067360.1.
Oracle Fusion HRMS (US): Benefits Legislative Updates, Document ID 2066466.1
Information Center: Fusion Human Capital Management - United States Legislative Update,
Document ID 2063588.2.
REGIONAL TAX LEVY SUPPORT
You can now process any employees regional tax levy liabilities by defining a Regional Tax Levy
involuntary deduction element and processing it through Oracle Fusion HCM for the US. This applies to
any tax levy imposed by all 50 states and DC. Regional tax levy payments can now be processed on the
Third-Party Involuntary Payments Extract.
Use the Manage Elements task in the Payroll Calculations work area to create your regional tax levy
elements:
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STEPS TO ENABLE
KEY RESOURCES
For more information on involuntary deductions, refer My Oracle Support (MOS) for the following
documents:
Oracle Fusion HRMS (US): Payroll Involuntary Deductions Document ID 1597039.1

Oracle Fusion HRMS (US): Third-Party Involuntary Payments Interface, Document ID
2043941.1
PA ACT 32 SUPPORT FOR THIRD-PARTY PERIODIC TAX FILING
You can now use the Third-Party Tax Filing Interface to accurately calculate tax withholdings for
employees working in jurisdictions subject to PA Act 32. All tax money is remitted to the work location
regardless of where the tax money was withheld. Previously, the extract reported the tax data based on
the jurisdiction of where the money was actually withheld.
STEPS TO ENABLE
KEY RESOURCES
For more information on the Third-Party Tax filing process, refer to My Oracle Support (MOS) for the
following document:
Oracle Fusion HRMS (US): Payroll Third-Party Tax Filing Interface, Document ID 1594079.1
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PA ACT 32 SUPPORT FOR THIRD-PARTY QUARTERLY TAX FILING
You can now use the Third-Party Tax Filing Interface to accurately calculate tax withholdings for
employees working in jurisdictions subject to PA Act 32. All tax money is remitted to the work location
regardless of where the tax money was withheld. Previously, the extract reported the tax data based on
the jurisdiction of where the money was actually withheld.
STEPS TO ENABLE
The school district taxes are included with the local city jurisdiction taxes for PA Act 32 jurisdictions. The
school district taxes for PA Act 32 are no longer reported separately on the quarterly file.
KEY RESOURCES
For more information on the Third-Party Tax filing process, refer My Oracle Support (MOS) for the
following document:
Oracle Fusion HRMS (US): Payroll Third-Party Tax Filing Interface, Document 1594079.1.
THIRD-PARTY TAX FILING INTERFACE SUPPORT FOR USER-DEFINED TAXES
You can now include any user-defined taxes on the ADP quarterly tax files you generate through the
Third-Party Tax Filing Interface. To identify balances for inclusion in the tax-filing process:
1. Define your elements and balances.

2. Start the Manage Enterprise HCM Information task in the Workforce Structures area.
3. Add the new balances to the US Balance Definition region, and select them for inclusion in the
quarterly tax-filing process.
STEPS TO ENABLE

KEY RESOURCES
For more information, refer to My Oracle Support (MOS) for the following documents:
Oracle Fusion HRMS (US): US Local Tax Configuration, Document ID 2056960.1.

Oracle Fusion HRMS (US): Payroll Third-Party Tax Filing Interface, Document ID 1594079.1.
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PAYROLL PAYMENT DATE OVERRIDE
You can now customize how you process your payroll payments through the new Override Payment
Date parameter. This parameter is part of the US Simplified Payroll Flow and overrides the default
payment date, as defined on the payroll calendar.
STEPS TO ENABLE
PAYROLL BATCH LOADER SUPPORT FOR REGIONAL TAX LEVIES
You can now perform mass loads of regional tax levies, using the Involuntary Deduction Card Payroll
Batch Loader:
1. Start the Batch Loader task from the Administration work area.
2. Download the Batch Loader spreadsheet.
3. Search for the US Employee Involuntary Deduction Card Details Upload task.
4. Use the new Upload Regional Tax Levy Involuntary Deduction Data task action.
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STEPS TO ENABLE
KEY RESOURCES
Oracle Fusion HRMS (US): Involuntary Deductions Payroll Batch Loader (Document ID
2022585.1)
ACA 1094-C EMPLOYER REPORT
You can now use Oracle Fusion HCM for the US to generate your employer 1094-C forms from archived
data through the Run US 1094-C Employer Report process. This process generates the Employer-
Provided Health Insurance Offer and Coverage Information Returns forms from data captured by the
Archive End-of-Year ACA Information process. Upon successful completion, this process creates the
Form 1094-C in XML format, suitable for submission to the IRS.
To run the report, start the Run US 1094-C Employer Report process from the Submit Extracts task in the
Data Exchange or Payroll Checklists work areas.
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STEPS TO ENABLE
ROLE INFORMATION
See the Oracle Fusion HRMS (US): ACA Implementation and Use white paper on My Oracle Support
(MOS) document id 2067360.1 for information on the required duty roles.
supported.
Do not specify any values for the Receipt ID and Corrected fields.
Refer to the next entry for information on the Form 1094-C employer audit report.
KEY RESOURCES
Oracle Fusion HRMS (US): ACA Implementation and Use (Document ID 2067360.1)
Information Center: Fusion Human Capital Management - United States Legislative Update
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ACA 1094-C EMPLOYER AUDIT REPORT
Use the new ACA 1094-C employer audit report to review all employer-provided health insurance
coverage data captured by the Archive End-of-Year ACA Information process. Use this comma-delimited
text formatted report to validate the data before generating the ACA forms for submission to the IRS.
To view the audit report:

Management > Person Management > US, and select 1094cAuditReport.
3. Select History.
5. Click Search.
STEPS TO ENABLE
ROLE INFORMATION
See the Oracle Fusion HRMS (US): ACA Implementation and Use white paper on My Oracle Support
(MOS) document id 2067360.1 for information on the required duty roles.
KEY RESOURCES
Oracle Fusion HRMS (US): ACA Implementation and Use (Document ID 2067360.1)
Information Center: Fusion Human Capital Management - United States Legislative Update
PAYROLL BATCH LOADER SUPPORT FOR SCHOOL DISTRICT CODES
You can now include school district geocodes or names in your payroll batch loader upload, using the US
Employee Withholding Regional Card task and the appropriate city or county component details task
action. This enables more flexibility and options for loading regional tax card data.
STEPS TO ENABLE
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KEY RESOURCES
Oracle Fusion HRMS (US): Tax Card Payroll Batch Loader (Document ID 2022994.1)
THIRD-PARTY INVOLUNTARY PAYMENT EXTRACT REPORTS
You can now perform in-depth analysis and error recovery of your third-party involuntary payments
through the new audit and exception reports. These reports are generated automatically as comma
delimited output and are viewable through any spreadsheet application like Microsoft Excel. Use them
to facilitate your payment balancing and reconciliation operations.
To download and view these reports:
1. Upon successful payment extraction, select Checklists from the Navigator.

2. Use the search criteria to determine the flow name, and copy it.
3. Select Reports and Analytics from the Navigator.
4. In the Contents pane, expand Shared Folders > Human Capital Management > Payroll > Payment
Distribution > US.
5. Select Third-Party Involuntary Payments Extract, and click View.
6. In the flowInstanceName field, enter the flow name you queried on the Checklists page, and
click Apply.
The XML output, exception report, and audit report appear as separate tabs.
. 318
7. Select Export from the Actions menu to save these reports as CSV files, suitable for viewing in a
spreadsheet application.
STEPS TO ENABLE
KEY RESOURCES
For more information on this extract, refer to My Oracle Support (MOS) for the following documents:
Oracle Fusion HRMS (US): Third-Party Involuntary Payments Interface (Document ID

2043941.1)
Fusion Human Capital Management - United States Legislative Update (Document ID
2063588.2)
COURTESY TAX IMPLEMENTATION
You can now withhold state, county, and city taxes for employees living in jurisdictions where such
employer withholdings are not required. You can set up these courtesy taxes at the Payroll Statuatory
Unit (PSU), Tax Reporting Unit (TRU), and employee levels.
Courtesy tax implementation involves:
1. Defining the state withholding rules.

2. Defining the county and city withholding rules.
3. Defining any required overrides at the employee level.
STEPS TO ENABLE
Settings you make at the TRU level override your PSU settings. Employee settings override both TRU
and PSU settings.
KEY RESOURCES
For more information on Courtesy Tax, refer to My Oracle Support (MOS) for the following document:
Oracle Fusion HRMS (US): Courtesy Tax Implementation (Document 2138998.1)
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SUPPORT FOR RESIDENT AND NONRESIDENT BALANCES IN THIRD-PARTY QUARTERLY TAX
FILING
You can now make your local tax filing more robust through the inclusion of resident and nonresident
balance reporting for the Third-Party Quarterly Tax Filing Extract. This extract now includes resident and
nonresident wage and tax data for cities and counties. This data is reported to resident and nonresident
jurisdictions on the output file and audit report.
STEPS TO ENABLE
Existing city and county tax codes represent nonresident jurisdictions.

New city and county tax codes are generated with an R appended to the end to represent
resident jurisdictions.
School taxes and head taxes are not impacted.
Pennsylvania locals subject to PA Act 32 are not impacted and are not reported by resident
and nonresident tax codes.
KEY RESOURCES
Oracle Fusion HRMS (US): Payroll Third-Party Tax Filing Interface (Document ID 1594079.1)
ENHANCED EMPLOYER MATCHING FOR 401 (K) DEFERRED COMPENSATION PLANS
You can now define employer-match deferred compensation elements for cases where the employee
opts not to provide contributions of their own. To do so, select the appropriate option during element
configuration:
STEPS TO ENABLE
. 320
SYNCHRONIZE EMPLOYEE WITHHOLDING CERTIFICATES WITH HR DATA
You can now easily update the Employee Withholding Certificate whenever you make location-specific
changes on the employees definition using the new Synchronize Calculation Cards process. When you
make a change to the employees work location, this process updates the following values on the tax
card:
State for unemployment calculation

State for disability calculation
Primary work location
It also creates new regional components on the card based on appropriate changes you make to the
following fields (such as changing the employees work state):
Home address or resident tax address

Work-at-home status
This process is available from the Payroll Checklists work area.
Payroll Checklists Work Area
STEPS TO ENABLE
By default, this process runs against all employees. You can use the optional parameters to refine the
list:
. 321
Parameters
INCLUDE RESIDENT AND NONRESIDENT CITY AND COUNTY TAX BALANCES ON QUARTERLY TAX
FILING
You can now include resident and nonresident balances for cities and counties in your third-party
quarterly tax filing. These balances are used by local tax filings that require resident and nonresident
wages and taxes to be reported separately. For a given jurisdiction, the quarterly interface file passes
these balances on multiple rows. For example, a tax code of OH0952490CITY would represent the
nonresident wages and taxes for Toledo, Ohio. A tax code of OH0952490CITYR would represent the
resident wages and taxes for Toledo, Ohio.
STEPS TO ENABLE
KEY RESOURCES
For more information on third-party tax filing, refer to My Oracle Support (MOS) for the following
document:
Oracle Fusion HRMS (US): Payroll Third-Party Tax Filing Interface (Document ID: 1594079.1)
REFINED DATA SELECTION FOR THIRD-PARTY TAX FILING EXTRACTS
You can now further refine the payroll data you submit for third-party reporting by payroll statutory unit
or tax reporting unit.
. 322
These new parameters are available for third-party periodic, monthly and quarterly tax filing extracts.
STEPS TO ENABLE
KEY RESOURCES
document:
Payroll Third-Party Tax Filing Interface (Document ID: 1594079.1)
SET CHECK DATE ON THIRD-PARTY PERIODIC TAX FILING EXTRACT
You can now improve the accuracy of your third-party tax filings by setting a new the payment date for
liability payments. By default, this date is derived based on the payroll data captured by the periodic
archive. The Check Date parameter on the Run Third-Party Periodic Tax Filing Extract job overrides this
default liability date for all data you send on the periodic tax file.
STEPS TO ENABLE
. 323
The Check Date parameter overrides the liability date for all tax data you send on the output file. If you
need to override the date for only selected payroll data within the same period, such as for a quick pay
operation:
1. Run your standard payrolls and prepayments.

2. Run the periodic archive.
3. Run the periodic tax-filing extract process, and submit the output file to your third-party tax
filing provider.
4. Run the payroll operations that require a different check date, such as quick pays.
5. Run the periodic archive.
6. Run the periodic tax-filing extract process, specifying the new date on the Check Date field.
7. Submit the output file to your third-party tax filing provider.
These steps may not apply for all situations. You should adjust accordingly to suit your business needs.
KEY RESOURCES
document:
Payroll Third-Party Tax Filing Interface (Document ID: 1594079.1)
. 324
HUMAN CAPITAL MANAGEMENT FOR UNITED ARAB EMIRATES
Oracle Fusion Human Capital Management for the United Arab Emirates supports country specific
features and functions for the United Arab Emirates. It enables users to follow the United Arab
Emirates business practices and comply with its statutory requirements.
calendar monthly period for citizens of the Gulf Cooperation Council (GCC). This report must be
submitted to the Social Insurance office.
STEPS TO ENABLE
There are no steps necessary to enable this feature. You can run this report from the Regulatory and Tax
Reporting work area.
KEY RESOURCES
Emirati IPE Consolidated Report
STATUTORY REPORTING: WAGE PROTECTION SYSTEM (WPS) SALARY INFORMATION FILE
You can now generate a monthly report that contains details of the monies paid to individual
employees. This report must be submitted to the Wage Protection Agent at the end of each month.
STEPS TO ENABLE
There are no steps necessary to enable this feature. You can run this report from the Regulatory and Tax
Reporting work area.
KEY RESOURCES
For more information WPS Salary Information, go to Applications Help for the following topic:
Emirati Salary Information File
. 325
STEPS TO ENABLE
GLOBAL REPORTS
The following global reports have been enabled to meet UAE-specific requirements:
Report Name Purpose
Deduction Report Validates the deduction amounts being processed. You can run this report
from the Payroll Calculation work area.
Gross-to-Net View summary or detail listings for the total results calculated in the
payroll run. Run this report from the Payroll Calculations work area.
Payment Register Displays results used to verify and audit payment distributions. Run this
report from Payroll Checklist work area or the Payroll Calculations work
area.
Payroll Register Displays details used to verify, validate, and audit payroll calculations.
Compare this report to the Payroll Activity Report to ensure that payroll
results have been archived correctly. Run this report from Payroll
Checklist work area or the Payroll Calculations work area.
Balance Exception Identifies values that vary compared to other values for the same balance
dimension. Run this report from Payment Distribution work area or
Payroll Checklist work area.
STEPS TO ENABLE
KEY RESOURCES

Deduction Report
Payroll Register: Explained
. 326
ABU DHABI RETIREMENT PENSIONS AND BENEFITS FUND
Comply with legislative requirements. Any UAE citizen who works for any type of employer based in the
emirate of Abu Dhabi or who works in the government or semi government in any of the other emirates
is eligible to be in the Abu Dhabi Retirement Pensions and Benefits Fund. Employers now have the
ability to select which social insurance or pension fund they wish to utilize to ensure that the
appropriate statutory deductions are being calculated for their employees. The payroll process will
calculate social insurance or pension at the correct rates for employees and employers based on the
combination of Employer Sector and Social Insurance Fund Type.
STEPS TO ENABLE
To enable the Abu Dhabi Retirement Pensions and Benefits Fund feature for your company navigate to
Manage Calculation Cards: Employer Social Insurance Details. The payroll process will calculate social
insurance or pension based on the Social Insurance Fund Type selected on the Payroll Statutory Unit
Social Insurance Details calculation component details. The calculation is based on the legislative
regulations for the General Pension and Social Security Authority or the Abu Dhabi Retirement Pensions
and Benefits Fund.
If a specific value for Social Insurance Fund Type is not selected it will be assumed that the employer is
registered with the General Pension and Social Security Authority when the payroll is processed.
. 327
Please note that once a payroll process has been run for a specific payroll statutory unit you can no
longer update the Social Insurance Fund Type.
Employee Social Insurance Details Calculation Card

A minor change has been made to one label on the Employee Social Insurance Details calculation card.
Registered for Social Insurance is now shown as Registered for Social Insurance or Pension.
The functionality of this checkbox has not been altered, and is populated using the same criteria.
Employee End of Service Details Calculation Card
As workers registered in the Abu Dhabi Retirement Pensions and Benefits Fund are not eligible for end
of service payments there will be no automatic card creation when an employee is terminated if the
Social Insurance Fund Type is Abu Dhabi Retirement Pensions and Benefits Fund.
Statutory Reports
Reports have been delivered that are specific to the General Pension and Social Security Authority. A
payroll statutory unit created with a Social Insurance Fund Type of Abu Dhabi Retirement Pensions and
Benefits Fund will not be available to select as the payroll statutory unit report parameter for the
following reports:
Form 1
Form 2
Form 6
Form 7
Monthly Contributions Private Sector
Monthly Contributions Government Sector
. 328
KEY RESOURCES
Employer Calculation Cards for the UAE: Points to Consider

Employee Social Insurance Calculation Component and Details (UAE): Points to Consider
Employee End of Service Details Calculation Card Components for UAE: Points to Consider
Automatic End of Service Details Calculation Card Creation for UAE: Explained
Statutory Reports for UAE: Overview
. 329
NETWORK AT WORK
Oracle Fusion Network at Work provides integration between Oracle Fusion HCM and Oracle Social
Network (OSN) to allow workers to collaborate with others in the organization. Network at Work also
provides the capability for workers to give each other informal kudos, which can be used in feedback
and performance evaluations.
KUDOS FUNCTIONALITY
We replaced Kudos with the new Fusion HCM Kudos feature.

Though many features remain the same, you can now configure whether users can:
Hide kudos they receive

Delete kudos they give to others
You continue to create and manage Kudos in Portrait, though you may notice cosmetic differences.
You can also view Kudos in:
Performance Management, performance documents

Talent Review, on the Details dialog that you open from the Dashboard
Succession Management, on the Details dialog you open on the Overview page
On the Details dialog, you can also create and delete kudos.
Create and Manage Kudos in the Person Gallery
. 330
STEPS TO ENABLE
1. Click Configure Offerings to open the Configure Offerings page, in the Task section of the Setup
and Maintenance work area.
2. Expand Workforce Deployment.
3. Configuration Offerings
4. Select the View or Select Feature Choices icon to open the Select Feature Choices page, in the
Network at Work row.
5. Select Feature Choices Page

6. Select Yes to enable Kudos in the Network at Work section.
. 331
7. Select Allow users to hide kudos received, in the Kudos section.
8. Select Allow users to delete kudos given.
Kudos appear in the performance document when you click the Kudos icon at the top of the
document.
Kudos appear on the General tab of the Details dialog you open from succession plans and
the Talent Review meeting dashboard.
To hide the kudos you receive, on your Portrait Kudos card, select Private.
To delete kudos you create, open the portrait of the person to whom you gave kudos, and
click the Delete icon.
If you already use Kudos, then the previous entries are upgraded to be visible in the new
component.
KEY RESOURCES
For more information about Network at Work, see Application Help for the following topics:
Networking at Work: Explained

Networking at Work: How can I enable the network at work features?
KUDOS NOTIFICATIONS
Enhance communication with new notifications for a worker and his manager when the worker receives
kudos.
The recipient receives the notification and can view the kudos without navigating to the Portrait.
Enable Kudos Notifications to Alert the Recipient
. 332
Expanded Kudos Notifications Display all Relevant Kudos Information
STEPS TO ENABLE
1. Enter Manage Talent Notifications, in the Setup and Maintenance work area, on the All Tasks
tab, in the Name field.
2. Click Search.
3. Click the Go to Task icon to open the Manage Talent Notifications page, in the Search Results
section, for the Manage Talent Notifications row.
4. Select the Profile Management tab.
5. Select Kudos notification to manager.

6. Select Kudos notification to worker.
. 333
You can create kudos for anyone whose portrait you can access.
Kudos, like all notifications, is not enabled by default; you must enable them.
KEY RESOURCES
For more information about Network at Work, go to Application Help for the following topics:
Networking at Work: Explained

Networking at Work: How can I enable the network at work features?
COLLABORATION THROUGH ORACLE SOCIAL NETWORK
Increase collaboration through Oracle Social Network. You can use Oracle Social Network conversations
for your collaboration needs instead of Spaces. Network at Work is no longer integrated with Spaces.
Use Oracle Social Network to Collaborate with Others to Replace Spaces
STEPS TO ENABLE
. 334
Spaces you created in the Spaces region still exist in Release 10, but you can no longer navigate to them
from your Portrait, nor will you be able to see a list of spaces when viewing other workers portraits.
KEY RESOURCES
For more information about Oracle Network at Work, go to Application Help for the following topics:
Managing Oracle Social Network Objects: Explained topics.
. 335
TIME AND LABOR
Oracle Fusion Time and Labor is a comprehensive, easy to use, rules-based time recording and
management system. The calendar-based time entry interface and the fully configurable time card
layout easily address simple and complex time recording requirements. The rule templates and real-
time rules engine provide an extensible and robust method to validate time entries and automatically
apply pay rules, such as overtime calculations. Complete integration with Global Human Resources,
Absence Management, Global Payroll, and Oracle Fusion Project Costing ensures accurate and
consistent data for payroll processing and costing as well as project management and billing.
WORKER VIEW OF PERSONAL SCHEDULE AND TEAM SCHEDULE
Help workers manage their time with a complete view of their work schedule and their team members
work schedules. This view enables workers to responsibly plan leaves and actively negotiate shift trades
to accommodate personal appointments or desired time off.
Workers can use display options to filter the time that they see, such as personal and employment
schedules and absences. The Time Card display option determines whether the View and Submit Time
Card button appears on the Time page.
Worker's Schedule with Filters Set to Show my Personal and Employment Schedules as well as Absences and
Public Holidays.
. 336
Worker's Team Schedule
STEPS TO ENABLE
Time and Labor administrators must create the scheduler profiles. Details for these tasks are provided in
the Manager View and Edit of Team Schedule section.
MANAGER VIEW AND EDIT OF TEAM SCHEDULE
Enable managers to maintain weekly team schedules that ensure proper coverage and balanced
workloads.
In the Time Management work area, managers can now:
View weekly team schedule based on the members work schedules, which include
approved absences and public holidays.
. 337
Manage Planned Schedule Page Showing the Shifts for the Selected Scheduling Group
Quickly analyze workload coverage using indicators of total hours scheduled, resources
required, and resources scheduled.
Planned Schedule Resourcing Summary for the Scheduling Group in the Table Format
. 338
Planned Schedule Resourcing Summary for the Scheduling Group in Graph Format
Easily edit labor demand and weekly team schedule using capabilities such as:
o Double-clicking an existing shift

o Clicking the Add button on the toolbar
o Editing Resources Required in the Planned Schedule Summary section
STEPS TO ENABLE
Most shift properties are set when shifts are created using the Manage Work Shifts task in the Setup
and Maintenance work area. Optionally, use the Manage Shift Properties task in the Time Management
work area to edit the shift display properties short name and color.
Edit Shift Properties Dialog Box Where You Configure the Shift Short Name and Color
To use any scheduling features, you must configure scheduler profile values and scheduler assignments.
Profile values include scheduling group, default resources required, display labels and colors for custom
shifts, and staffing differences for over, under, and normal staffing levels. Associate a color with each
level to visually distinguish the levels on Planned Schedule Summary sections. Use the Manage
Scheduler Profiles task in the Time Management work area to make profile value and assignment
configurations.
. 339
Configure Values for the Scheduler Profile
Identify one or more schedulers to act on the managers behalf. All schedulers must have the Time and
Labor Manager role to access the scheduling features. You can associate a scheduler with more than
one scheduler profile to enable the scheduler to manage multiple scheduling groups.
Associate the Appropriate Schedulers with the Scheduler Profile
. 340
To schedule a shift where the worker has an approved absence, you must first delete the absence using
the Manage Absence Records task in the Person Management work area.
KEY RESOURCES
For more information about schedules, go to Applications Help for the following topic:
Sources for Schedule Shift Default Values: Explained
USER-DEFINED TIME ATTRIBUTES AVAILABLE FOR TIME ENTRY
In addition to the time attributes delivered by Global Payroll, Project Costing, and Absence
Management, you can now create your own custom time attributes that are defined in the workforce
management data dictionary and stored in the repository. You can optionally associate dependent
attributes with your independent custom attributes.
You can associate these time attributes with time card fields and use them on worker time cards. You
can also use these custom time attributes in time calculation rules, time categories, and time card
approval rules.
Using custom time attributes, you can capture additional information on worker time cards to meet
company-specific needs, such as integration with third-party project management tools or third-party
payroll applications. You cannot use custom attributes to transfer time to Global Payroll, Project
Costing, or Absence Management.
STEPS TO ENABLE
Create time attributes using the following tasks in the Define Time and Labor task list in the Setup and
Maintenance work area.
. 341
Setup Tasks to Create and Use Custom Time Attributes
Manage Time and Labor Value Sets: Create the value sets to be used by time reporters
during time entry and by administrators for setup tasks such as creating time categories and
rules.
Manage Custom Time Attributes: Create the independent time attribute and add any
associated dependent time attributes. Specify the data source value sets to be displayed at
the top of the data source list when configuring the time card fields that use the attributes.
Also specify the data type of the attribute, which must match the data type of the
associated value set.
Manage Time Card Fields: Associate the custom attribute and any dependent attributes
with a time card field and its dependent fields. Configure the data sources and filters for
time entry.
Manage Time Layout Sets: Add the time card fields that contain custom attributes to layout
sets that you associate with time entry profiles.
Manage Time Categories: Add custom time attributes to time categories to enable time to
be summarized by that category. You cannot add attributes with data type of number, date,
or percentage to a category.
Define Time Rules: Create time rules using values associated with custom time attributes to
configure the rules inputs and outputs.
Create Custom Time Attribute Page Showing One Associated Dependent Time Attribute
. 342
After you create and save the custom attribute and related dependent attributes, you can edit only the
description text and the data sources. You can add dependent time attributes, but cannot delete
existing dependent attributes.
KEY RESOURCES
For more information about custom time attributes, go to Applications Help for the following topic:
Creating Custom Time Attributes: Procedure

Managing Time Attributes and the Data Dictionary: Explained
ENABLE US LOCATION OVERRIDES AS PAYROLL TIME ENTRIES
Capture location information during time entry, to override the US workers work location. You can now
use Payroll Time Types with US Area fields for State, County, and City as time card entries on the
configurable time card. The available entries have delivered, filtered choice lists and transfer for use by
payroll upon final approval.
You can capture State location only, or State, County, and City. If you use all three locations, you set
them up to filter the County value list to only counties valid in the selected state, and filter the Cities list
to only cities valid in the selected state and county.
STEPS TO ENABLE
To enable location overrides during time entry, follow these steps:
1. Ensure that elements are created for the US legislative data group with the necessary location
input values in Oracle Fusion Global Payroll.
2. Run the Generate Data Dictionary attributes process from the Define Time and Labor task list in
the Setup and Maintenance work area.
3. Add the relevant location attributes as dependent time card fields on the related independent
time card field, using the Manage Time Card Fields task.
4. Add the data sources and configure the data source filters to filter the county and city list
values.
5. Add the dependent location fields to the appropriate layouts in the layout sets.
6. Add the layout sets to the appropriate time entry profiles.
The following table illustrates how to set up the attribute dependencies to filter the data source for
each of the location dependent fields.
Filter Bind Variable Input Available Values for Dependent Field

Dependent
Variable Attribute
Field
State None None All values in the State data source
. 343
Filter Bind Variable Input Available Values for Dependent Field
Dependent
Variable Attribute
Field
County pCodeLevel1 State All counties in the selected State
City (step 1) pCodeLevel1 State
City (step 2) pCodeLevel2 County All cities in the selected County in the
selected State
The context availability value that you select when creating the dependent field determines
your options for placing the field on the matrix or details dialog boxes in time card layouts:
o Available globally, for all independent time attribute values: Dependent time card
field is configurable in the Time Card Matrix and details dialog boxes even if the
independent attribute is not displayed in the Time Card Matrix.
o Available only for specific independent time attribute values: Dependent time card
field is configurable only in the details dialog boxes and only if the independent time
attributes is available in the Time Card Matrix.
Add the location dependent time card fields to the layouts in the proper sequence to ensure
that time reporters enter the attribute filter values in proper succession: State, County, and
then City.
Configuring Location Dependent Fields in the Row-Level Details on the Layout Set
. 344
Location Fields in the Additional Attributes Dialog Box on a Time Card
KEY RESOURCES
For more information about schedules, go to Applications Help for the following topic:
Configuring Time Card Fields for US Location Overrides: Procedure
. 345
TRANSACTIONAL BUSINESS INTELLIGENCE
Oracle Transactional Business Intelligence (OTBI) is a real time, self-service reporting solution offered to
all Oracle Fusion application users to create ad hoc reports and analyze them for daily decision-making.
OTBI provides human resources managers and specialists, business executives, and line managers the
critical workforce information to analyze workforce costs, staffing, compensation, performance
management, talent management, succession planning, and worker benefits.
LINE MANAGER ACCESS TO PII AND OTHER SENSITIVE INFORMATION
Access to person personally identifiable information (PII) and other sensitive information is now
restricted to the Human Resource Analyst role only. Line Managers no longer have access to
information in the following folders in the Person subject area:
Person Driver License

Person Address
Person Delivery Methods
Person Contact Relationship
Person Email Addresses
Person National Identifiers
Person Passport Details
Person Phones
Person Work Permit
STEPS TO ENABLE
MATRIX MANAGER HIERARCHY
Oracle Transactional Business Intelligence has been enhanced to report on the matrix manager
hierarchy. Worker assignments in Oracle Fusion can have other managers, such as one or more project
managers, in addition to their line manager. However, there can be only one line manager for a worker.
The newly added Matrix Manager dimension allows reporting on various manager hierarchies.
STEPS TO ENABLE
. 346
UNSECURED ASSIGNMENT MANAGER HIERARCHY
A new dimension has been added to all subject areas except Talent Review Meeting Real Time that
represents the line manager hierarchy. This dimension doesn't impose the logged in user security that is
present in the existing Assignment Manager. In the existing Assignment Manager dimension, the first
level of manager name is initialized to the logged-in user, however, in the unsecured dimension, all the
managers within the security profile of the logged-in user are displayed. This enhancement allows the
HR Analyst to create and test the report using the unsecured hierarchy and then replace it with the
secured hierarchy before delivering the report to the line managers.
STEPS TO ENABLE
WORKFORCE MANAGEMENT - CHECKLIST REAL TIME
Increase efficiency by reporting on the new checklist tasks for workers and other task performers. You
can report on both automated and manually allocated tasks with this new subject area.
STEPS TO ENABLE
TIME AND LABOR SUBJECT AREAS
Two new subject areas are available for Time and Labor. These subject areas enable you to report on
timecards that are created, submitted, and approved. You can also report on historical data related to
timecards. The new subject areas are:
Workforce Management Reported Time Cards Real Time

Workforce Management Processed Time Cards Real Time
STEPS TO ENABLE
CURRENCY CONVERSION IN WORKFORCE COMPENSATION
You can now report on compensation metrics using the currency preferred by the user. The
compensation subject areas have been enhanced with a new folder containing the respective metrics in
the users preferred currency. The folder name is Amounts in User Preferred Currency, and has been
added to the following subject areas:
Compensation Salary Details Real Time

Compensation Salary History Details Real Time
. 347
Compensation Workforce Compensation Budgets Real Time
Compensation Workforce Compensation Real Time
STEPS TO ENABLE
METRICS IN WORKFORCE COMPENSATION
The Compensation Budgets Real Time subject area now includes these metrics:
Number of Direct Reportees: Count of direct reports.

Overall Budget Percentage: The logic to compute this metric is (Overall Budget Amount /
Total Eligible Salaries).
The Workforce Compensation Real Time subject area now includes these metrics:
Workers with Compensation: Number of workers with a compensation amount.

Average Allocation Percentage: Average of the compensation allocation. The logic to
compute this metrics is (Compensation Amount / Eligible Salary) / Workers with
Compensation.
STEPS TO ENABLE
PERSONAL PAYMENT DETAILS REAL TIME SUBJECT AREA
A new subject area called Personal Payment Method Details - Real Time is available to create reports
and analyze personal payment method details of employees. You can now view employee bank details
using this subject area regardless of whether payroll is being processed.
STEPS TO ENABLE
. 348
ELEMENT ENTRIES SUBJECT AREA ENHANCEMENTS
The following dimensions now include additional attributes that are available in the Element Entries
Real - Time subject area.
Dimension Additional Attributes

Element Allow Multiple Entries
Automatic Entry
Employment Level
Process in Payroll Run
Processing Type
Input Value Display Input Value
Input Value Effective Start Date
Input Value Effective End Date
Worker Payroll Overtime Period
Time Card Required
STEPS TO ENABLE
VACATION BALANCE REPORTING
The Accruals - Real Time subject area now includes a metric for Vacation Balance.
STEPS TO ENABLE
VACANCY REAL TIME SUBJECT AREA
The Vacancy Real Time subject area has been enhanced to include the Position dimension.
STEPS TO ENABLE
EXPECTED RETURN DATE - ABSENCE SUBJECT AREA
We have now enhanced the worker absence details by including the Expected Return Date attribute.
This shows the date on which the worker would return after the absence period.
STEPS TO ENABLE
. 349
ENHANCED WORKER DIMENSION
The Worker dimension has been enhanced to include additional attributes that can be used in reporting
on worker data. The new attributes include:
Bargaining Unit
Enterprise Seniority Date
Marital Status
Person Display Name
Primary National Identifier Number
Union Flag
STEPS TO ENABLE
ENHANCED JOB DIMENSION
The Job dimension has been enhanced with two additional attributes:
Valid Grades: Provides list of grade(s) associated to a job.

Progression Job: Displays the list of job(s) that are a probable progression from the current
job.
STEPS TO ENABLE
ATTRIBUTE IN WORKER ABSENCE DETAILS - REAL TIME SUBJECT AREA
The Worker Absence Details Real Time subject area now includes the Expected return date attribute.
This attribute provides the date on which the worker will return after the absence period.
STEPS TO ENABLE
ACTION TYPE - BENEFITS ACTION ITEMS SUBJECT AREA
The Benefits Action Items - Real Time subject area now includes the Action Type dimension. This
dimension provides information on action types, their current status, due date, and the completion
dates for the participants while enrolling in a benefit or designating coverage for a dependent or
beneficiary.
. 350
STEPS TO ENABLE
ORACLE BI MAD
Oracle Business Intelligence Mobile Application Designer (Oracle BI MAD) is a tool for designing
purposeful applications for mobile phones and tablets. The applications that you create with BI Mobile
Application Designer are platform independent. Applications run in HTML5 on any modern browser on
your mobile device. No client install is required.
STEPS TO ENABLE
REPORTING ESTABLISHMENT
A reporting establishment is an organization that is used for statutory reporting other than tax and
social insurance reporting. A reporting establishment has a parent-child relationship with a legal
employer, with the legal employer being the parent organization. A legal employer can be the parent of
multiple reporting establishments. In some countries, such as France, a reporting establishment can also
be a tax reporting unit.
Customers want to report often on the Reporting Establishment using the OTBI subject areas. In order
to enable this request, Reporting Establishment has been added to all the subject areas that have the
Department or Organization dimension.
The Reporting Establishment dimension contains the following attributes:
Reporting Establishment - Additional Attributes
o Reporting Establishment Created By

o Reporting Establishment Creation Date
o Reporting Establishment Last Updated By
o Reporting Establishment Last Updated Date
Reporting Establishment Identifiers
o Location Identifier
o Reporting Establishment Identifier
o Reporting Establishment Name
o Effective Start Date
o Effective End Date
o Internal Address Line
o City
o Postal Code
o Location Name
. 351
o Location Code
o Status
o Status Code
o Internal External
o Internal External Code
STEPS TO ENABLE
WORKER LEGISLATION - ENABLED, OBSOLETE FLAGS
Customers want to report on countries based on their preferences. For example, they would not want
to display a few countries that have been marked as Obsolete in the reports. In other words, they would
want to display only those countries that have been marked as Enabled. Some customers would want
to display either of the cases i.e. both enabled and obsolete countries.
To meet this requirement, two new flags have been added to the Worker Legislation folder:
Enabled Flag
Obsolete Flag
You can add filters on these flags to display or not display the respective countries. For example, a
report prompt can have the logical query as below to fetch the list of values:
SELECT "Location"."Country" FROM "Workforce Management - Worker Assignment
Real Time" WHERE ("Worker Legislation"."Obsolete Flag") = 'N'
STEPS TO ENABLE
MOBILE - VIEW YOUR ANALYTICS
You can view your KPI watchlist as well as drill into the reports that make up a specific KPI. You can tag
reports as favorite reports and also view your most recent reports.
You can also browse your BI Catalog in the Fusion HCM Cloud directly from your mobile device.
STEPS TO ENABLE
To enable this feature, refer to the Oracle Tap for HCM Cloud: Configuring KPIs for Oracle Tap
(Document ID 1586159.1).
. 352
SAMPLE REPORTS
You can leverage 18 new sample HCM reports in Oracle Transactional Business Intelligence. The new
sample reports are related to Core HR, Compensation, Talent Management, Absence Management, and
Performance Management.
The following table lists the new sample reports.
Drill
Down Drill Down Analysis
Analysis Name
Y
Headcount by Employee Category and Person Headcount by Employee Category and Person Type
Type Details
Workforce Events Y Workforce Events by Quarters
Workforce Events Y Workforce Events by Months
Workforce Events Y Workforce Events Details
Team Diversity N
Absence Overview Y Absence Overview Details
Absence Trend Y Absence Trend by Quarters
Absence Trend Y Absence Trend by Months
Absence Trend Y Absence Trend Details
% of Workers Aligned with Organization Goals Y Organization Goals Alignment Worker Details
Performance Document Status Y Performance Document Status Details
Terminations Overview Y Termination Details
Performance Calibration Y Performance Calibration Worker Details
Talent Performance by Potential Matrix Y Talent Performance by Potential Matrix Details
Compensation Allocation by Managers Y Compensation Allocation Worker Details
Compensation Target to Actual Y Compensation Target to Actual Worker Details
Pay for Performance Y Pay for Performance Worker Details
Salary Outliers Y Salary Outliers Worker Details
Salary Quartile Y Salary Quartile Details
Workers Without Salary Adjustment Y Workers Without Salary Adjustment Details
Salary Change Percent Trend Y Salary Change Percent Trend Details
Workers Detailed Report N
STEPS TO ENABLE
. 353
WORKFORCE MODELING
Oracle Fusion Workforce Modeling provides an integrated solution supporting Oracle Fusion Global
Human Resources and provides an easy to use, drag and drop interface that allows you to create
reorganization proposals and assess their impact before they are even sent for approval. The intuitive
interface and integration with Oracle Fusion Global Human Resources ensure that changes are
accurately reflected and validated in the transactional system.
VIEW EMPTY POSITIONS IN THE HIERARCHY
View associated positions in the hierarchy in Workforce Modeling using the Group By position feature.
Group By Options
Allow vacant positions to display in the hierarchy by recording positions against vacancies.
Recording Vacancies
STEPS TO ENABLE
. 354
ADD VALUES AUTOMATICALLY USING POSITION DEFAULTING
Optionally you can use automatic defaulting to add additional attributes from the position, such as Job,
Department and Location.
STEPS TO ENABLE
STREAMLINE MASS TERMINATIONS
Streamline your mass termination process with Workforce Modeling. You can model worker
terminations and view the impact immediately. When the termination model is finally approved, Fusion
HCM applies the terminations using the model effective date.
Terminating Workers in Workforce Modeling
Any workers you terminate will display in grey, giving you a quick visual indication of your planned
terminations.
Capture Salary Details in Workforce Modeling
STEPS TO ENABLE
. 355
SECURED SALARY ENTRY
Enter salary details in existing salary records if the:
Worker salary basis does not use payroll rates

Worker assignment doesnt have a grade ladder
Action code is Promote or Transfer
Salary basis doesnt use components
Capture Salary Change
STEPS TO ENABLE
. 356
WORKFORCE REPUTATION MANAGEMENT
Oracle Fusion Workforce Reputation Management harnesses social networks to help organizations
discover, mobilize and retain talent. This functionality provides insight into workers' social reputation
and influence while also monitoring workers' social media usage compliance and mitigating social media
risk.
SIMPLIFIED USER INTERFACE
A simplified user interface is now available supporting both line managers and employees. Line
managers can now view details about team members.
Line Manger and Employee Reputation View
Line manager capabilities supported in the simplified user-interface include:
Dashboard view of Team Social Reputation

Team Reputation List, Analytic, and Outlier Report Views
Team Compliance List, Analytic, and Outlier Report Views
Employee Detail Reputation Score View
Employee Detail Social Roles View
Employee Detail Compliance View
Also new in this release is the ability for employees to access their reputation scores, social roles, and
other details about their social reputation. In addition employees have mentorship capability available
to support their needs for increasing their social networking influence.
. 357
My Reputation View
Employee capabilities supported in the simplified user-interface include:
Dashboard Views of Social Reputation Profile, Social Connections Graph, Mentorship, and
News and Notifications
Reputation Score Details
Social Roles Details
STEPS TO ENABLE
EMPLOYEE ACCESS TO REPUTATION SCORES AND SOCIAL ROLES
Employees can now access their reputation scores which were only available to managers in previous
releases. They also have access to a new view of their social roles which is also based on their online
social behaviors. Social roles complement reputation scores allowing workers and managers multiple
views of a persons online social reputation. An employee can attain the following social roles:
Ambassador, Communicator, Expert, Innovator, Leader, Knowledge Broker, and Team Player. Employees
are presented with information about the role they socially represent and how it relates to their social
networking behaviors.
. 358
My Social Roles View
Both views, reputation scores and social roles, support actionable feedback, to facilitate improvement in
the areas.
STEPS TO ENABLE
EMPLOYEE MENTORSHIP
Employees can now request mentors and identify themselves as mentors to complement their social
networking behavior. As part of their social reputation profile employees can identify themselves as
mentors, making themselves and their social reputation profile available to co-workers for mentorship.
This feature also enables managers to suggest mentors for their team members.
. 359
Employee Mentorship and Actions
STEPS TO ENABLE
REPUTATION PROFILE SEARCH
Line managers can now access more details about a person via the results of the reputation profile
search. These details include a persons talent profile (including skills, degrees, and certifications),
reputation scores, and social connections. The search now also supports advanced search capability and
provides greater flexibility in defining search criteria.
. 360
STEPS TO ENABLE
CORPORATE SOCIAL MEDIA USAGE COMPLIANCE
Line managers and social media compliance officers now have a greater ability to view, track, and
mediate social media-usage compliance within their team. New manager views of their team and
employee compliance details give managers greater access to compliance results. In addition, managers
now receive notifications when employees violate usage policies.
Manager View of Compliance Results
STEPS TO ENABLE
ORACLE SOCIAL NETWORK (OSN) INTEGRATION
Oracle Social Network (OSN) is a rich source from which to derive a persons social reputation. This data
is now being used as part of developing individuals reputation scores and social roles.
STEPS TO ENABLE

---
. 361
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Whats New in Release 10

REVISION HISTORY ........................................................................................................................................... 11

RELEASE FEATURE SUMMARY .......................................................................................................................... 21

ROLE SIMPLIFICATION ...................................................................................................................................... 54

APPLICATIONS SECURITY .................................................................................................................................. 55

ABSENCE MANAGEMENT ................................................................................................................................. 61

COMPENSATION AND TOTAL COMPENSATION STATEMENT ............................................................................. 84

GLOBAL HUMAN RESOURCES ........................................................................................................................... 96

GLOBAL PAYROLL ........................................................................................................................................... 133

GLOBAL PAYROLL INTERFACE ......................................................................................................................... 175

HUMAN CAPITAL MANAGEMENT FOR AUSTRALIA .......................................................................................... 177

HUMAN CAPITAL MANAGEMENT FOR AUSTRIA.............................................................................................. 186

HUMAN CAPITAL MANAGEMENT FOR BAHRAIN ............................................................................................. 187

HUMAN CAPITAL MANAGEMENT FOR BELGIUM ............................................................................................. 188

HUMAN CAPITAL MANAGEMENT FOR BRAZIL ................................................................................................ 190

HUMAN CAPITAL MANAGEMENT FOR CANADA .............................................................................................. 191

HUMAN CAPITAL MANAGEMENT FOR DENMARK ........................................................................................... 212

HUMAN CAPITAL MANAGEMENT FOR ESTONIA.............................................................................................. 213

HUMAN CAPITAL MANAGEMENT FOR FINLAND ............................................................................................. 214

HUMAN CAPITAL MANAGEMENT FOR FRANCE ............................................................................................... 215

HUMAN CAPITAL MANAGEMENT FOR GERMANY ........................................................................................... 220

HUMAN CAPITAL MANAGEMENT FOR HUNGARY ........................................................................................... 221

HUMAN CAPITAL MANAGEMENT FOR INDIA .................................................................................................. 222

HUMAN CAPITAL MANAGEMENT FOR IRELAND .............................................................................................. 224

HUMAN CAPITAL MANAGEMENT FOR JAPAN ................................................................................................. 226

HUMAN CAPITAL MANAGEMENT FOR KAZAKHSTAN ...................................................................................... 228

HUMAN CAPITAL MANAGEMENT FOR KUWAIT .............................................................................................. 229

HUMAN CAPITAL MANAGEMENT FOR LATVIA ................................................................................................ 233

HUMAN CAPITAL MANAGEMENT FOR LIECHTENSTEIN.................................................................................... 234

HUMAN CAPITAL MANAGEMENT FOR LITHUANIA .......................................................................................... 235

HUMAN CAPITAL MANAGEMENT FOR MALAYSIA ........................................................................................... 236

HUMAN CAPITAL MANAGEMENT FOR MEXICO............................................................................................... 237

HUMAN CAPITAL MANAGEMENT FOR THE NETHERLANDS.............................................................................. 239

HUMAN CAPITAL MANAGEMENT FOR NEW ZEALAND .................................................................................... 242

HUMAN CAPITAL MANAGEMENT FOR NORWAY............................................................................................. 243

HUMAN CAPITAL MANAGEMENT FOR OMAN ................................................................................................. 244

HUMAN CAPITAL MANAGEMENT FOR POLAND .............................................................................................. 245

HUMAN CAPITAL MANAGEMENT FOR QATAR ................................................................................................ 246

HUMAN CAPITAL MANAGEMENT FOR REPUBLIC OF KOREA ............................................................................ 247

HUMAN CAPITAL MANAGEMENT FOR ROMANIA ........................................................................................... 248

HUMAN CAPITAL MANAGEMENT FOR SERBIA ................................................................................................ 251

HUMAN CAPITAL MANAGEMENT FOR SPAIN .................................................................................................. 252

HUMAN CAPITAL MANAGEMENT FOR SWEDEN.............................................................................................. 253

HUMAN CAPITAL MANAGEMENT FOR SWITZERLAND ..................................................................................... 255

HUMAN CAPITAL MANAGEMENT FOR TAIWAN .............................................................................................. 256

HUMAN CAPITAL MANAGEMENT FOR UKRAINE ............................................................................................. 257

HUMAN CAPITAL MANAGEMENT FOR THE UNITED KINGDOM ........................................................................ 258

HUMAN CAPITAL MANAGEMENT FOR THE UNITED STATES ............................................................................ 298

HUMAN CAPITAL MANAGEMENT FOR UNITED ARAB EMIRATES ..................................................................... 325

NETWORK AT WORK ...................................................................................................................................... 330

TIME AND LABOR ........................................................................................................................................... 336

TRANSACTIONAL BUSINESS INTELLIGENCE...................................................................................................... 346

WORKFORCE MODELING ................................................................................................................................ 354

WORKFORCE REPUTATION MANAGEMENT .................................................................................................... 357

Action Required to Enable Feature

HCM Data Loader

HCM DATA LOADER

IMPORT LOCAL FILE

There are no steps necessary to enable this feature.

For more information go to My Oracle Support for the following guide:

HCM Data Loader Users Guide (Document ID 1664133.1)

FLEXIBLE PIPE-DELIMITED FILE FORMAT