13 Improved Self-Service Contact Effective Dates. 13 Define Employee Assignment Hours. 13 Add Eligible Jobs for a Worker Assignment

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2 TABLE OF CONTENTS DOCUMENT HISTORY 8 UPDATE 17D 8 Revision History 8 Overview 9 Feature Summary 10 Human Resources 13 Global Human Resources 13 Improved Self-Service Contact Effective Dates 13 Define Employee Assignment Hours 13 Add Eligible Jobs for a Worker Assignment 14 Statutory Dependent Field for Contacts 15 Convert Button Replaced with Actions Menu on the Pending Workers Tab 19 Option to Indicate Inclusion of Pending Worker in Automatic Conversion 20 Automatic Conversion of Pending Workers Using a Scheduled Process 21 Change Legal Employer Guided Process 23 Two Tier - Multiple Contract - Single Assignment Employment Model 24 Add Contracts for Contingent Workers 25 Read-Only Contract Region in Promote and Transfer Processes 25 Manage Worker Unions 26 Manage Collective Agreements 28 Seniority Dates Enhancements 29 Ability to Add Multiple National Identifiers for the Same Type for the Same Country 32 Human Capital Management for Canada 33 Record of Employment (ROE) Termination Events 33 Record of Employment (ROE): Automating the Archiving of ROE Blocks 17A and 17C 34 Human Capital Management for Germany 38 Validation of Organization Setup Data 38 Report Contract Information for All Employment Models 38 Human Capital Management for Gibraltar 40 Maintaining Person Information 40 Human Capital Management for Guernsey 40 Maintaining Person Information 40 Human Capital Management for the Isle of Man 41 Maintaining Person Information 41 Human Capital Management for Jersey 41 Maintaining Person and Employment Information 41 Human Capital Management for Macedonia, the Former Yugoslav Republic of 42 Maintaining Person Information 42 Human Capital Management for Malta 42 Maintaining Person Information 43 Human Resource Advisor 43 Create Service Request on Behalf of a Worker 43 Assign a Queue Using the Worker's Employment Attributes 44 Inbound to Log Service Requests 45 Usability Enhancements 46 Worklife Solutions 48 Employee Wellness 48 Teams and Team Goals and Challenges 48 2

3 Health and Safety 49 Ability to Conduct an Incident Investigation 49 Workforce Directory Management 50 Convert Vacancies to Requisitions 50 Workforce Reputation Management 53 Rebranded Application 53 Leverage HCM Data to Build Skill Profile 53 Define New Skills 54 Take Self-Assessment 54 Analyze Survey Statistics 55 Transactional Business Intelligence 56 HCM Transactional Business Intelligence 56 Human Resources 56 New Dimensions - Assignment Manager List and Assignment Manager List Unsecured 56 UPDATE 17C 56 Revision History 56 Overview 57 Release Feature Summary 57 Human Resources 62 Global Human Resources 63 Synchronization of Assignment Flexfields from Position Flexfields 63 Synchronization of Line Manager Based on HCM Position Hierarchy 65 Create Document Records for Future Hires 67 Human Capital Management for Armenia 68 Maintaining Person Information 68 Human Capital Management for Aruba 68 Maintaining Person Information 68 Human Capital Management for Azerbaijan 68 Maintaining Person Information 69 Human Capital Management for Bangladesh 69 Maintaining Person Information 69 Human Capital Management for Belarus 69 Name Style and Format 69 Human Capital Management for Benin 70 Maintaining Person Information 70 Human Capital Management for Bermuda 70 Maintaining Person Information 70 Human Capital Management for Bhutan 71 Maintaining Person Information 71 Human Capital Management for Cambodia 71 Maintaining Person Information 71 Human Capital Management for Cameroon 71 Maintaining Person Information 72 Human Capital Management for Cayman Islands 72 Maintaining Person Information 72 Human Capital Management for Chad 72 Maintaining Person Information 72 Human Capital Management for the Democratic Republic of Congo 73 Maintaining Person Information 73 3

4 Human Capital Management for the Republic of Congo 73 Maintaining Person Information 73 Human Capital Management for Cote d'ivoire 74 Maintaining Person Information 74 Human Capital Management for Curaçao 74 Maintaining Person Information 74 Human Capital Management for Ethiopia 75 Maintaining Person Information 75 Human Capital Management for Fiji 75 Maintaining Person Information 75 Human Capital Management for Gabon 75 Maintaining Person Information 76 Human Capital Management for Georgia 76 Maintaining Person Information 76 Human Capital Management for Germany 76 Enhanced Value for Gender 76 Disabled Person and Being Coequal 77 Legislative Changes for Names 77 Human Capital Management for Guinea 77 Maintaining Person Information 77 Human Capital Management for Guinea-Bissau 77 Maintaining Person Information 78 Human Capital Management for Kosovo 78 Maintaining Person Information 78 Human Capital Management for Kyrgyzstan 78 Maintaining Person Information 78 Human Capital Management for Laos 79 Maintaining Person Information 79 Human Capital Management for Lesotho 79 Maintaining Person Information 79 Human Capital Management for Liberia 80 Maintaining Person Information 80 Human Capital Management for Libya 80 Maintaining Person Information 80 Human Capital Management for Madagascar 81 Maintaining Person Information 81 Human Capital Management for Malawi 81 Maintaining Person Information 81 Human Capital Management for Maldives 81 Maintaining Person Information 82 Human Capital Management for Mauritius 82 Maintaining Person Information 82 Human Capital Management for Moldova 82 Maintaining Person Information 82 Human Capital Management for Mongolia 83 Maintaining Person Information 83 Human Capital Management for Montenegro 83 Maintaining Person Information 83 Human Capital Management for Myanmar 84 Maintaining Person Information 84 4

5 Human Capital Management for Nepal 84 Maintaining Person Information 84 Human Capital Management for Papua New Guinea 85 Maintaining Person Information 85 Human Capital Management for Rwanda 85 Maintaining Person Information 85 Human Capital Management for Samoa 86 Maintaining Person Information 86 Human Capital Management for Senegal 86 Maintaining Person Information 86 Human Capital Management for the Solomon Islands 86 Maintaining Person Information 87 Human Capital Management for South Sudan 87 Maintaining Person Information 87 Human Capital Management for Sri Lanka 87 Maintaining Person Information 87 Human Capital Management for Swaziland 88 Maintaining Person Information 88 Human Capital Management for Tajikistan 88 Maintaining Person Information 88 Human Capital Management for Tanzania 89 Maintaining Person Information 89 Human Capital Management for Tunisia 89 Maintaining Person Information 89 Human Capital Management for Turkmenistan 90 Maintaining Person Information 90 Human Capital Management for Uganda 90 Maintaining Person Information 90 Human Capital Management for Uzbekistan 91 Maintaining Person Information 91 Human Capital Management for Zimbabwe 91 Maintaining Person Information 91 Worklife Solutions 91 Health and Safety 92 Quickly Report Environment, Health, and Safety Incidents 92 Safety Incident Management 94 Transactional Business Intelligence 98 HR Transactional Business Intelligence 98 New Dashboard - Line Manager Dashboard 98 New Subject Area - Health and Safety 98 Enhanced Subject Area for Learning 99 New Metrics in Workforce Trend Subject Area 99 Reporting on Worker's Manager History 99 UPDATE 17B 99 Revision History 99 Overview 100 Release Feature Summary 100 Human Resources 103 Global Human Resources 103 5

6 Ability to Cancel Work Relationship of Pending Workers 103 Pending Worker Work Relationships for Persons Existing in Oracle Fusion HCM 105 HCM Position Hierarchy 106 HCM Position Hierarchy Support in My Team Page 108 Human Capital Management for France 111 Global Payroll Interface for France 111 Human Capital Management for Germany 111 Calculation Card Enhancement 111 Disability Report 112 Human Capital Management for Kuwait 112 Report 103 Enhancement 112 Cheque Template for Third Party Payments 113 Data Validation Report Updates 114 Human Capital Management for Netherlands 114 Digital Absence Reports 114 Human Capital Management for Saudi Arabia 115 Additional Element Template Functionality for Allowances 116 New Hire and Termination Flexfield Enhancement 116 Payroll Cycle Flow Enhancement 117 Human Capital Management for Sudan 118 Civil Identity Number Validation 118 Human Capital Management for United Arab Emirates 118 Wage Protection System: Request for Refund 119 ADRPBF Reports 120 Additional Element Template Functionality for Allowances 123 Payroll Cycle Flow Enhancement 124 Human Capital Management for Vietnam 125 Optional Marital Status Field 125 Global Payroll Interface 125 Additional Country Extensions in Global Payroll Interface Extract Definition 125 HR Optimizations 126 Workforce Predictions 126 Support for Human Resource Specialists 126 Social 126 Network at Work 127 Kudos Replaced by Feedback 127 Worklife Solutions 127 Human Resource Advisor 127 HR Help Desk 127 Human Resources Transactional Business Intelligence 129 New Subject Area: Payroll- Rate Calculation Results Real Time 129 New Subject Area: Payroll - Element Entries History Real Time 129 New Subject Area: Workforce Succession Management - Talent Pools Real Time 130 New Subject Area: Time Collection Devices Real Time 130 Enhanced Subject Area: Workforce Talent Review - Talent Review Meeting Real Time 131 Enhanced Subject Area: Workforce Profiles - Person Profile Real Time 131 Enhanced Subject Area: Workforce Learning - Learning Management Real Time 131 Enhanced Subject Area: Workforce Management - Reported Time Cards Real Time 132 Enhanced Subject Area: Workforce Performance - Performance Document Eligibility Real Time 132 Enhanced Subject Area: Workforce Performance - Performance Rating Real Time 132 Enhanced Subject Area: Compensation - Workforce Compensation Real Time 132 Enhanced Subject Area: Compensation - Workforce Compensation Budgets Real Time 132 6

7 Enhanced Subject Area: Benefits Enrollments Real Time 133 New Dimensions Time and Labor Subject Areas 133 New Dimensions Assignment Hours Details 133 New Dimensions Seniority Dates 133 Enhanced Dimensions Costing Segments 134 Enhanced Dimensions Payroll-Related Dimensions 134 Enhanced Dimension Compensation Manager - Performance Improvement 135 New Descriptive Flexfields Absence Subject Area 135 New Metric Accrual Balance 135 New Attributes Global HR Dimensions 135 New Report Benefit Element Report 137 Time and Labor Audit Reporting 137 7

8 DOCUMENT HISTORY This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table: Date Update Version Notes 30 MAR 2018 Update 17D Revised update 17D. 23 FEB 2018 Update 17C Revised update 17C. 01 SEP 2017 Update 17B Revised update 17B. UPDATE 17D REVISION HISTORY This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table: Date Feature Notes 30 MAR 2018 Global Human Resources: Seniority Dates Enhancements Updated document. Corrected feature details. 23 FEB 2018 Global Human Resources: Automatic Conversion of Pending Workers Using a Scheduled Process Updated document. Corrected Role Information. 23 FEB 2018 Global Human Resources: Add Eligible Jobs for a Worker Assignment Updated document. Corrected Role Information. 08 DEC 2017 Human Resource Advisor: Create Service Request on Behalf of a Worker Updated document. Added feature delivered in update 17D. 08 DEC 2017 Human Resource Advisor: Assign a Queue Using the Worker's Employment Attributes Updated document. Added feature delivered in update 17D. 08 DEC 2017 Human Resource Advisor: Inbound to Log Service Requests Updated document. Added feature delivered in update 17D. 08 DEC 2017 Human Resource Advisor: Usability Enhancements Updated document. Added feature delivered in update 17D. 06 OCT 2017 Created initial document. 8

9 OVERVIEW This guide outlines the information you need to know about new or improved functionality in Oracle HCM Cloud Release 13. 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. Oracle HCM Cloud release documents are delivered in five functional groupings: Suggested Reading for all HCM Products: HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.) Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.) NOTE: Not all Global Human Resource features are available for Talent and Compensation products. Optional Reading for HCM Products (Depending on what products are in your cloud service): Talent Management Cloud (All Talent applications) Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface) Workforce Management Cloud (Absence Management and Time and Labor) Additional Optional Reading: Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM) NOTE: All of these documents can be found on the Oracle Help Center at: /saasreadiness/hcm under Human Capital Management Release Readiness. 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. Indicate you are inquiring or providing feedback regarding the Global HR Cloud What s New for Release 13 in the body or title of the . 9

10 FEATURE SUMMARY Action Required to Enable Feature Feature None (Automatically Available) Enable via Opt In UI Only Enable via Opt In UI Plus Additional Steps Not Enabled via Opt In UI but Setup Required Issue Service Request Human Resources Global Human Resources Improved Self-Service Contact Effective Dates Define Employee Assignment Hours Add Eligible Jobs for a Worker Assignment Statutory Dependent Field for Contacts Convert Button Replaced with Actions Menu on the Pending Workers Tab Option to Indicate Inclusion of Pending Worker in Automatic Conversion Automatic Conversion of Pending Workers Using a Scheduled Process Change Legal Employer Guided Process Two Tier - Multiple Contract - Single Assignment Employment Model Add Contracts for Contingent Workers Read-Only Contract Region in Promote and Transfer Processes Manage Worker Unions Manage Collective Agreements Seniority Dates Enhancements Ability to Add Multiple National Identifiers for the Same Type for the Same Country Human Capital Management for Canada Record of Employment (ROE) Termination Events 10

11 Action Required to Enable Feature Feature None (Automatically Available) Enable via Opt In UI Only Enable via Opt In UI Plus Additional Steps Not Enabled via Opt In UI but Setup Required Issue Service Request Record of Employment (ROE): Automating the Archiving of ROE Blocks 17A and 17C Human Capital Management for Germany Validation of Organization Setup Data Report Contract Information for All Employment Models Human Capital Management for Gibraltar Maintaining Person Information Human Capital Management for Guernsey Maintaining Person Information Human Capital Management for the Isle of Man Maintaining Person Information Human Capital Management for Jersey Maintaining Person and Employment Information Human Capital Management for Macedonia, the Former Yugoslav Republic of Maintaining Person Information Human Capital Management for Malta Maintaining Person Information Human Resource Advisor Create Service Request on Behalf of a Worker Assign a Queue Using the Worker's Employment Attributes Inbound to Log Service Requests Usability Enhancements Worklife Solutions Employee Wellness Teams and Team Goals and Challenges 11

12 Action Required to Enable Feature Feature None (Automatically Available) Enable via Opt In UI Only Enable via Opt In UI Plus Additional Steps Not Enabled via Opt In UI but Setup Required Issue Service Request Health and Safety Ability to Conduct an Incident Investigation Workforce Directory Management Convert Vacancies to Requisitions Workforce Reputation Management Rebranded Application Leverage HCM Data to Build Skill Profile Define New Skills Take Self-Assessment Analyze Survey Statistics Transactional Business Intelligence HCM Transactional Business Intelligence Human Resources New Dimensions - Assignment Manager List and Assignment Manager List Unsecured 12

13 HUMAN RESOURCES 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. IMPROVED SELF-SERVICE CONTACT EFFECTIVE DATES You can now use the improved self-service contact pages to enter the relationship start date for a person. Use the new Relationship Start Date field instead of the effective date to record the start of a relationship. The Relationship Start Date on the Edit My Details: Contacts Page The application uses the relationship start date entered to calculate the correct contact effective date for the user. TIPS AND CONSIDERATIONS If the worker enters a Relationship Start Date which is earlier than the earliest effective start date of the worker s record (usually his or her hire date), the application will change the contact effective date to the worker s earliest effective start date. This is due to the fact that a relationship cannot be effective earlier than the effective dates of the two related person records. DEFINE EMPLOYEE ASSIGNMENT HOURS You can now define worker assignment hours using: Work day definition for the primary assignment with a day start time and rule from Time and Labor to span time entries over days. Working hours using either work shift Time to specify the start and end times or Elapsed to specify the number of hours. 13

14 Work Shift Types in Assignment Hours For more information, go to Applications Help for the following topic: Work Measures: Explained ADD ELIGIBLE JOBS FOR A WORKER ASSIGNMENT Enter additional jobs for a worker apart from the job in the worker's current assignment.. Use eligible jobs to report time for the eligible jobs in addition to the job in the person's current work assignment. You can also use eligible jobs when a person has more than one job and you want to store information on the additional jobs for tracking purposes. Add Eligible Jobs for a Worker You can access the Manage Eligible jobs page from the person smart navigation window, Person Management work area, and the Quick Actions page. When the relief type is Derived, then the jobs which share the same job family as the assignment job, are available for selection in the Job column. When the relief type is Manual, then all jobs which share the same job set as defined in the assignment business unit, are available for selection in the Job column. You must specify the manual rate and frequency for payroll calculation. 14

15 For more information, go to Applications Help for the following topics: Eligible Jobs: Explained Managing Eligible Jobs: Points to Consider ROLE INFORMATION Aggregate Privileges Privilege Name and Code Job Role Name Manage Eligible Jobs Line Manager ORA_PER_MANAGE_ELIGIBLE_JOBS Human Resource Specialist STATUTORY DEPENDENT FIELD FOR CONTACTS A new field is added to the following pages where contacts are managed: About Me > Personal Information > Edit > Contacts Person Management > Create Work Relationship Person Management > Manage Employment > Global Transfer Person Management > Manage Employment > Global Temporary Assignment Person Management > Manage Person > Contact New Person > Add a Contingent Worker New Person > Add a Nonworker New Person > Add a Pending Worker New Person > Hire an Employee You can specify whether a contact is a statutory dependent, the definition of which varies by legislation. The field is used in legislative processes and reports. Oracle delivers a page composer expression that controls the display of the field on the page. The expression evaluates a table that is delivered by the Oracle localization product teams to determine whether the field is displayed for a specific legislation. If the delivered expression does not meet the functional requirement, it can be modified using page composer. A new lookup type, ORA_PER_STATUTORY_DEPENDENT is added to validate the data entered in the new Statutory Dependent field. You can customize the lookup type to add values as per your requirement. 15

16 Statutory Dependent Field Displayed on the Create Contact Page Use the following procedure to enable the Statutory Dependent field: COUNTRY-LEVEL CUSTOMIZATION USING SENSITIVE FRAMEWORK 1. Deliver the seed data for PER_PERSON_LOC_FLOW_CONFIG table for the attribute name STATUTORY_DEPENDENT_DISPLAY_FLAG for the specific legislation code. 2. Specify Attribute Value equals to 'Y' to display the Statutory Dependent field on the UI. SITE-LEVEL CUSTOMIZATION USING UI Login with the credentials of the user who has the role to enable customization. Click Manage Sandboxes. Create a new sandbox and make it active. Enable customization on pages a. Click the person image on the home page and then click Customize Pages. b. Enable customization at the site-level. 5. Navigate to specific pages such as Hire an Employee, Create Work Relationship, and so on and enable the Statutory Dependent attribute for each transaction. 16

17 TIPS AND CONSIDERATIONS A page composer expression is delivered that controls the display of the field on the page. The expression evaluates a table that is delivered by the Oracle localization product teams to determine whether the field is displayed for a specific legislation. If your requirement is to display the field for a specific country that is not met by the delivered Oracle localization product team, you can use page composer personalization to display the field as required. The table below provides the expression binding that can be used to reference the country of the contact. It also includes examples for either a single country or multiple countries. It is recommended that you append this expression to the delivered expression so that the Oracle delivered expression is still evaluated. S. Flow No Binding Example pageflowscope. plegislationcode Single Country: #{pageflowscope.plegislationcode eq 'US'} Multiple Countries: #{pageflowscope.plegislationcode eq 'US' or pageflowscope.plegislationcode eq 'CA'} pageflowscope. plegislationcode Single Country: #{pageflowscope.plegislationcode eq 'US'} Multiple Countries: #{pageflowscope.plegislationcode eq 'US' or pageflowscope.plegislationcode eq 'CA'} pageflowscope. plegislationcode Single Country: #{pageflowscope.plegislationcode eq 'US'} Multiple Countries: #{pageflowscope.plegislationcode eq 'US' or pageflowscope.plegislationcode eq 'CA'} Create Work Relationship, Global Transfer, Global Temporary Assignment? Edit Contact pageflowscope. plegislationcode Single Country: #{pageflowscope.plegislationcode eq 'US'} Multiple Countries: #{pageflowscope.plegislationcode eq 'US' or pageflowscope.plegislationcode eq 'CA'} Manage Person? Create Contact Single Country: #{bindings.legislationcode3.inputvalue eq 'US' } bindings. Multiple Countries: LegislationCode3. #{bindings.legislationcode3.inputvalue inputvalue eq 'US' or bindings.legislationcode3. inputvalue eq 'CA' or bindings. LegislationCode3.inputValue eq 'BR'} New Hire All flows (Hire an Employee, Pending Worker, Contingent Worker, NonWorker) Create Work Relationship, Global Transfer, Global Temporary Assignment? Create Contact Create Work Relationship, Global Transfer, Global Temporary Assignment? Create from Existing Person 17

18 S. Flow No Binding Example Manage Person? Create from Existing Person Single Country: #{bindings.legislationcode2.inputvalue bindings. eq 'US'} LegislationCode2. Multiple Countries: inputvalue #{bindings.legislationcode2.inputvalue eq 'US' or bindings.legislationcode2. inputvalue eq 'CA'} Manage Person? Edit Contact Single Country: #{bindings.legislationcode3.inputvalue bindings. eq 'US'} LegislationCode3. Multiple Countries: inputvalue #{bindings.legislationcode3.inputvalue eq 'US' or bindings.legislationcode3. inputvalue eq 'CA'} Personal Information? Add Contact as new Person Single Country: #{bindings.legislationcode1.inputvalue eq 'US'} bindings. Multiple Countries: LegislationCode1. #{bindings.legislationcode1.inputvalue inputvalue eq 'US' or bindings.legislationcode1. inputvalue eq 'CA' or bindings. LegislationCode1.inputValue eq 'BR'} Personal Information? Edit Contact added as a new Person Single Country: #{bindings.legislationcode1.inputvalue eq 'US'} bindings. Multiple Countries: LegislationCode1. #{bindings.legislationcode1.inputvalue inputvalue eq 'US' or bindings.legislationcode1. inputvalue eq 'CA' or bindings. LegislationCode1.inputValue eq 'BR'} Personal Information? Add Contact as Existing Person Personal Information? Edit Contact added as an Existing Person pageflowscope. legislationcode Single Country: #{pageflowscope.legislationcode eq 'US'} Multiple Countries: #{pageflowscope. legislationcode eq 'US' or pageflowscope.legislationcode eq 'CA'} pageflowscope. legislationcode Single Country: #{pageflowscope.legislationcode eq 'US'} Multiple Countries: #{pageflowscope. legislationcode eq 'US' or pageflowscope.legislationcode eq 'CA'} For more information, go to Applications Help for the following topic: How can I designate a contact as a statutory dependent? 18

19 CONVERT BUTTON REPLACED WITH ACTIONS MENU ON THE PENDING WORKERS TAB The Convert button on the Pending Workers tab in the New Person work area is now replaced with the Actions menu with additional actions. These actions are displayed based on your security profile. New Actions Menu with Additional Actions The actions available under Actions menu include: Convert - This option is always available, even if the pending worker record is selected for inclusion in automatic conversion. Quick Convert - This option is available only to Human Resources Specialists. You can select multiple pending worker records for quick conversion. Edit Pending Worker - This option is always available when you select a pending worker record. Cancel Work Relationship - This option is always available when you select a pending worker record. Include in Automatic Conversion - This option is displayed when the pending worker record is excluded from automatic conversion or no value is specified for automatic conversion. Exclude from Automatic Conversion - This option is displayed when the pending worker record is included in automatic conversion or no value is specified for automatic conversion. If you select multiple pending worker records with different Include for Automatic Conversion values then both - Include in Automatic Conversion and Exclude from Automatic Conversion options are available in the menu. For more information, go to Applications Help for the following topic: Converting a Pending Worker: Explained 19

20 OPTION TO INDICATE INCLUSION OF PENDING WORKER IN AUTOMATIC CONVERSION A new field, Automatically Convert Pending Workers is added on the Manage Enterprise HCM Information page to indicate whether newly created pending worker records are to be included in automatic conversion. The field values can be : Y (Yes), N (No), or blank (default value). If you set this value to Y, then the Include for Automatic Conversion field in the Pending Worker and Manage Work Relationship UIs will also have a value of Y, that is these pending workers are included in automatic conversion. Option to Automatically Convert Pending Workers This field is also displayed in the following transactions: Add Pending Worker Edit Pending Worker Convert Pending Worker Manage Work Relationship Quick Convert Option to Include Pending Worker on the Edit Pending Worker Page 20

21 You can also indicate whether a pending worker record is to be included for automatic conversion on the Pending Workers tab in the New Person work area, pending worker records loaded using HCM Data Loader (HDL), and the Worker Service V2. Option to Include Pending Worker on the Pending Worker Tab 1. Select the Manage Enterprise HCM Information tasks, in the Setup and Maintenance work area. 2. Click Edit -- Update. 3. Select Y in the Automatically Convert Pending Workers field in the Employment Configuration Options section. 4. Click Submit. For more information go to Applications Help for the following topics: Converting a Pending Worker: Explained Employment Configuration Options: Explained Running the Convert Pending Workers Automatically Process AUTOMATIC CONVERSION OF PENDING WORKERS USING A SCHEDULED PROCESS A new scheduled process, Run Convert Pending Workers Automatically is added to quickly convert pending worker records to employees or contingent workers based on the specified conversion criteria. If the conversion criteria is not specified, all values for that parameter are considered while running the process. The process considers the time zone of the worker's work assignment when converting pending worker records. For example, a pending worker in the UK is converted to the proposed worker type when the UK day starts and a pending worker in the US is converted only when the US day starts. 21

22 Pending Workers are Converted Based on the Specified Conversion Parameters All selected candidates that meet the following criteria are automatically converted: Pending worker is marked for inclusion in automatic conversion. Conversion Date is the proposed start date of the worker, or specific number of days before the proposed start date, or specific number of days after the start date. Proposed Worker Type is either employee or contingent worker Either or all of the following parameters are specified - Country, Legal Employer, Business Unit, Department, and Location. If a conversion criteria field is blank then all values for the parameter are considered while converting the pending worker Click Scheduled Processes work area in the Navigator. Click Schedule New Process. Enter Run Convert Pending Workers Automatically Process, in the Name field. Click OK. Enter the conversion criteria and click Submit. For more information go to Applications Help for the following topics: Converting a Pending Worker: Explained Running the Convert Pending Workers Automatically Process 22

23 ROLE INFORMATION Function Security Privileges: Privilege Name and Code Job Role Name and Code Run Autoconvert Pending Workers Process Human Resources Specialist PER_AUTO_CONVERT_PWKS_PRIV CHANGE LEGAL EMPLOYER GUIDED PROCESS Line managers can now perform the legal employer change for their direct reports using the Change Legal Employer guided process. This guided process is a simplified version of the current Global Transfer process performed by HR Specialists. The primary assignment data of the worker is defaulted in this guided process thereby making the process intuitive for the line managers. Line managers can access the Change Legal Employer process from the person smart navigation window, Quick Actions page, and the Actions menu in My Team. Change Legal Employer for a Direct Report There are many assignment attributes delivered on this process which are hidden out of the box. The customer can unhide these attributes as per the business requirements, using page composer personalization. A page flow scope variable is also delivered to allow customers to selectively hide or unhide attributes on this process without impacting the display of those attributes on other flows. For example, to unhide an attribute only on this flow, use #{pageflowscope.ischangelegalemployer == 'Y'}. A new approval rule called Change Legal Employer has been delivered for customers to configure specific approval conditions for this guided process. TIPS AND CONSIDERATIONS If the worker has direct reports and those direct reports are not reassigned as part of this Change Legal Employer process, then the assignments of those direct reports are automatically updated to point to the new assignment of the worker in the new legal employer. If the worker has a future dated termination, then the application will display a warning message before proceeding with the change of legal employer. 23

24 If the worker has a future dated global transfer or global temporary assignment, then the application will display an error message and not proceed with the change of legal employer. If the worker's assignment status has been suspended due to a global temporary assignment, then the application will display an error message and not proceed with the change of legal employer. ROLE INFORMATION Privilege Name and Code Job Role Name Change Worker Legal Employer Line Manager ORA_PER_CHANGE_WORKER_LEGAL_EMPLOYER TWO TIER - MULTIPLE CONTRACT - SINGLE ASSIGNMENT EMPLOYMENT MODEL You can now select a new employment model named Two Tier - Multiple Contract - Single Assignment for an enterprise or a legal employer. This employment model allows you to manage contracts for workers having multiple assignments, without maintaining employment terms data. Each assignment can be associated with its individual contract. To select the employment model for the enterprise or individual legal employer, use the Manage Enterprise HCM Information and Manage Legal Entity HCM Information tasks in the Setup and Maintenance work area respectively. Manage Enterprise HCM Information After you configure this new employment model, the Add Assignment and End Assignment actions are listed in the Manage Employment page. 24

25 TIPS AND CONSIDERATIONS This employment model does not allow the same contract to be shared across multiple assignments. For more information on this features go to Applications Help for the following topic: Selecting the Employment Model: Critical Choices ADD CONTRACTS FOR CONTINGENT WORKERS Enhance the ability to track contingent worker information by now maintaining the contract details for contingent workers. If the employment model that you configured supports contracts, you can manage the contract information for your contingent workers as you manage for your employees. The following tasks now support contracts for contingent workers: Add Contingent Worker Add Pending Worker Edit Pending Worker Manage Employment Add Assignment Add Temporary Assignment Global Transfer Global Temporary Assignment Create Work Relationship For more information, go to Applications Help for the following topic: Selecting the Employment Model: Critical Choices READ-ONLY CONTRACT REGION IN PROMOTE AND TRANSFER PROCESSES Provide line managers greater visibility to their direct reports' contract details. The contracts read-only region is now added to the Promote and Transfer guided processes. The region is hidden out of the box, however you can unhide it using personalization. 25

26 Promote Guided Process The contracts read-only region is hidden out of the box, and you must use page composer personalization to unhide it. For more information, go to Applications Help for the following guides and topic: Selecting the Employment Model: Critical Choices MANAGE WORKER UNIONS Enhance the ability to track worker unions related to an enterprise using the new Worker Union organization structure. You can optionally associate worker unions with their affiliated bargaining units. You can now assign the worker union directly to a worker's assignment. You can define the worker unions in the context of a country and track contact details about a worker union, such as the contact name, union title, phone, and . Additionally, customers can use descriptive flexfields and extensible flexfields to record additional details about the worker unions. 26

27 Edit a Worker Union Manage Employment ROLE INFORMATION Privilege Name and Code Job Role Name Manage Worker Unions Workforce Structures Management Duty ORA_PER_MANAGE_WORKER_UNIONS 27

28 MANAGE COLLECTIVE AGREEMENTS Enhance the ability to track changes made to collective agreements over time, by using the date effective feature. You can optionally associate collective agreements with worker unions and the affiliated bargaining units. Customers can use descriptive flexfields and extensible flexfields to record additional details about the collective agreements. The Collective Agreements region comprising worker union, bargaining unit, and collective agreement is now visible in the employment processes, such as promote and transfer. This region is hidden out of the box. Customers can unhide it by using page composer personalization. Create Collective Agreement 28

29 Promote Guided Process For more information, go to Applications Help for the following guides and topic: Manage Collective Agreements: Explained SENIORITY DATES ENHANCEMENTS CONFIGURE SENIORITY DATES You can now configure seniority dates for various attributes in the worker assignment. You can also calculate the seniority for hourly-paid workers based on the hours eligible for seniority. A fast formula can be used to calculate the adjustment to seniority when customers have specific business rules for seniority dates. The seniority calculation can be cumulative across multiple occurrences of the same attribute value, or it can be configured to be noncumulative. 29

30 Configure Seniority Date Rules MANAGE SENIORITY DATES The Manage Seniority Dates page now displays worker seniority dates in an intuitive hierarchical structure. You can view the history of adjustments to seniority on the same page. The adjustments and corrections to seniority can be done in days or hours based on the basis used for calculating seniority. You can specify the seniority calculation basis for a worker on the worker's assignment. The seniority dates calculated for a worker are displayed as read-only on the guided employment processes, such as promote and transfer. Manage Seniority Dates 30

31 CALCULATE SENIORITY DATES ESS JOB You can now calculate the seniority dates for workers by running the Calculate Seniority Dates ESS job. This job can be run for all workers or selected workers. Additionally, you can run this job for an individual legal employer or worker union. Calculate Seniority Dates MIGRATE SENIORITY DATES Customers using the previous versions of seniority dates can use the Migrate to Version 3 of Seniority Dates ESS job to migrate their seniority data to the new version of seniority dates. 31

32 Migrate Seniority Dates For more information, go to Applications Help for the following topics: Seniority Dates: Explained Configuring Seniority Dates: Explained Managing Seniority Dates: Explained ABILITY TO ADD MULTIPLE NATIONAL IDENTIFIERS FOR THE SAME TYPE FOR THE SAME COUNTRY You can add multiple national identifiers of the same type for a country provided the validity period of the identifiers doesn't overlap. Add Multiple National Identifiers for a Country You can use this feature to add national identifiers for a person who has provided an incorrect national identifier, or received a new national identifier due to identity theft. 32

33 Multiple Identifiers for the United States For more information, go to the Application help for the following topic: Can I add multiple national identifiers of the same type for a country? HUMAN CAPITAL MANAGEMENT FOR CANADA Oracle Fusion HRMS (Canada) supports country specific features and functions for Canada. It enables users to follow Canada s business practices and comply with its statutory requirements. RECORD OF EMPLOYMENT (ROE) TERMINATION EVENTS Oracle Fusion Human Capital Management for Canada now supports event processing to generate a Record of Employment (ROE) when the employee is terminated. A Record of Employment Notification event is created automatically when an employee s termination date is entered in the Manage Work Relationship page and the employee is paid within one year of the actual termination date. The Record of Employment Archive processes the ROE events and archives the ROE information for employees whose termination date is prior to or as of the effective date that the ROE archive is processed. The statuses of the event notifications are explained below: Awaiting Processing: Notification is created when the employee s termination date is entered prior to processing the ROE archive. Deferred: Not supported for ROE termination events. Processing: Not supported for ROE termination events. Complete: The ROE archive was processed successfully for the terminated employee. You may view event notifications for employees using the Manage Event Notifications task in the Payroll Calculations work area. 33

34 Manage Event Notifications Task Additional notes regarding the event notification functionality are given below. If a termination is reversed and the ROE archive is not processed, the notification record is deleted. If the termination date of an employee changes and the ROE archive has not been processed for the employee, the process date of the event is updated. TIPS AND CONSIDERATIONS The parameters for the Record of Employment Archive process are still in effect while processing event notifications. For example, if an employee with an unprocessed ROE event notification is not part of the Payroll Relationship Group submitted for the parameter of the archive, the employee will not be processed. For more information you can refer to the Canada Information Center at the link below for additional information: Canada Information Center: CA Welcome tab > Product Documentation > White Papers > Implementation and Use Hot Topics (To Receive Critical Statutory Legislative Product News) To receive important Fusion Canada Legislative Product News, you must subscribe to the Hot Topics feature available in My Oracle Support. See My Oracle Support Document ID ( Information Center: Fusion Human Capital Management - Canada) for further details, and access the content at the location below. CA Welcome tab > Other Documents > How To Use My Oracle Support Hot Topics Subscription Feature RECORD OF EMPLOYMENT (ROE): AUTOMATING THE ARCHIVING OF ROE BLOCKS 17A AND 17C Oracle Fusion Human Capital Management for Canada provides the ability to capture and archive balances required for reporting amounts in blocks 17A (Vacation Pay) and 17C (Other Monies) on the Record of Employment. The following ROE balances are now delivered to provide the ability to automatically archive and report blocks 17A and 17C data: ROE Vacation Pay (Block 17A) ROE Vacation Pay - Anniversary Paid on a Specific Date Each Year ROE Vacation Pay - Paid Because No Longer Working ROE Vacation Pay - Paid for a Vacation Leave Period 34

35 ROE Other Monies (Block 17C) ROE Other Monies - Closure Bonus ROE Other Monies - Event Bonus ROE Other Monies - Gratuities ROE Other Monies - Holiday Bonus ROE Other Monies - Honorariums ROE Other Monies - Other ROE Other Monies - Other Bonus ROE Other Monies - Pay in Lieu of Notice ROE Other Monies - Payout of Banked Overtime ROE Other Monies - Production or Incentive Bonus ROE Other Monies - Profit Sharing ROE Other Monies - Retiring Allowance, Retirement Leave credits ROE Other Monies - Retroactive Pay Adjustment ROE Other Monies - Separation or Retirement Bonus ROE Other Monies - Settlement Pay ROE Other Monies - Severance Pay ROE Other Monies - Sick Leave Credits ROE Other Monies - Staying, Contract Complete or End of Season Bonus ROE Other Monies - SUB Illness ROE Other Monies - SUB Layoff ROE Other Monies - SUB Maternity, Parental, Compassionate Care, Ill Children ROE Other Monies - SUB Training Both insurable and non-insurable earnings elements fed to the new seeded ROE balances and paid in the employee s final pay period are now archived and reported in blocks 17A (Vacation Pay) and 17C (ROE Other Monies) accordingly. To report insurable earnings in Blocks 17A or 17C on the ROE, you must feed the Insurable Earnings input value to the ROE balance. Below is an example of a feed to the ROE balance. In this case, the input value is fed to the balance ROE Other Monies Other Bonus. ROE Other Monies - Other Bonus To report non-insurable earnings in Blocks 17A or 17C, you must feed the Earnings input value to the ROE balance. Below is an example of a feed to the ROE balance. In this case, the input value is fed to the balance ROE Other Monies Retiring Allowance, Retirement Leave credits. 35

36 ROE Other Monies - Retiring Allowance, Retirement Leave Credits Additionally, balance adjustments processed with effective dates that falls within the employee s final pay period are archived and reported on the ROE in Blocks 17A and 17C. A new Pay Type of Balance is now present within the ROE Vacation Pay calculation component details on the Reporting Information calculation card, which provides the ability to provide dates for the balances fed to the ROE Vacation Pay balances. Choosing the Pay Type of Amount means that the amount entered on the reporting card will override the balance for the same Pay Code. ROE Vacation Pay - Pay Type of Balance A new Pay Type of Balance is now present within the ROE Other Monies calculation component details on the Reporting Information calculation card, which provides the ability to provide dates for the balances fed to the ROE Other Monies balances. Choosing the Pay Type of Amount means that the amount entered on the reporting card will override the balance for the same Pay Code. 36

37 Additional important details regarding the functionality are noted below. Because Service Canada accepts only one Vacation Pay for the employee, if there are multiple balance feeds for the ROE Vacation Pay balances, then the amounts are combined and reported in the balance ROE Vacation Pay - Paid Because No Longer Working. The default pay type for the ROE Vacation Pay and ROE Other Monies is the value of Balance. You only need to create a reporting card component for the balance pay type if you want to provide dates for the balances fed to the ROE Vacation Pay and ROE Other Monies balances. TIPS AND CONSIDERATIONS The HCM Data Loader (HDL) used to create the Reporting Information card data supports the new Pay Type value of Balance for the ROE Vacation Pay and ROE Other Monies calculation component details. For more information you can refer to the Canada Information Center at the link below for additional information. Canada Information Center: CA Welcome tab > Product Documentation > White Papers > Implementation and Use Hot Topics (To Receive Critical Statutory Legislative Product News) To receive important Fusion Canada Legislative Product News, you must subscribe to the Hot Topics feature available in My Oracle Support. See My Oracle Support Document ID (Information Center: Fusion Human Capital Management Canada) for further details, and access the content at the location below. CA Welcome tab > Other Documents > How To Use My Oracle Support Hot Topics Subscription Feature 37

38 HUMAN CAPITAL MANAGEMENT FOR GERMANY Oracle Fusion HRMS (Germany) supports country specific features and functions for Germany. It enables users to follow Germany's business practices and comply with its statutory requirements. VALIDATION OF ORGANIZATION SETUP DATA The Worker Data Validation report contains new validations for the organization setup data used in the REHADAT Disability reporting. The new validations include the following checks: the legal jurisdiction is from type Company Registration the legal jurisdiction from type Company Registration has the correct legal reporting unit registration code Standard Company Number the legal entity is marked as payroll statutory unit and legal employer the legal reporting unit is indicated as a reporting establishment and a tax reporting unit the legal reporting unit is registered with the legal jurisdiction from type Company Registration the standard company number is entered and in the required format one active legal reporting unit is defined as main unit REPORT CONTRACT INFORMATION FOR ALL EMPLOYMENT MODELS You can report contract information for all employment models for REHADAT Disability reporting. The following new fields are provided to enter contract information for employment models that do not have contract details: Contract Type Projected End Date If contract information is available, the process reports the existing information in the REHADAT Disability report. If you are using an employment model that does not include contract details, you can enter the relevant contract information in the Job Details section on the Person Management page: 38

39 German Developer Flexfields for Contract Information If you have deployed an employment model with contract information, then you do not need to enable this feature. Use the contract information available in the Contract Details section on the Manage Employment page for the REHADAT disability reporting. If you have deployed an employment model that does not have the contract functionality, you must enable the new flexfields to capture the required contract information using the Page Composer. To deploy the new flexfields for contract information: Login with the credentials of the user who has the role to enable customization. Click Manage Sandboxes. Create a new sandbox and make it active. Select Manage Employment task from the Person Management work area. Search for and select an employee. In Settings and Action, select Customize Pages. Select the HCM organization layer and enter the name of the legal entity. Select Structure. Select the HCM descriptive flexfield PER_ASG_LEG_DDF Legislative assignment attributes. Click on one of the existing flexfields, for example Work Day per Week. At the bottom of the page, the line Manage Employment Oracle Applications > Region > Group > PanelFormLayout > DescriptiveFlexfield > FlexRichSelectOneChoice is displayed. Click DescriptiveFlexfield. Click Properties and go to Flexfield Context Segments. Select the context value DE and use the segment code ORA_HRX_DE_CONTRACT_TYPE_EE for the field contract type segment. Set rendered to True. Enter the required information for Label and Short Description. Click Apply. Select the context value DE and use the segment code ORA_HRX_DE_PROJ_END_DATE_EE for the field projected end date. Set rendered to True. Enter the required information for Label and Short Description. Click Apply. 39