Oracle Workforce Rewards Cloud Release 12. New Feature Summary

Transcription

1 Oracle Workforce Rewards Cloud Release 12 New Feature Summary

2 TABLE OF CONTENTS REVISION HISTORY... 5 OVERVIEW COMPENSATION COMPENSATION AND TOTAL COMPENSATION STATEMENT View Salary Components Route Individual Compensation Approvals Based on Salary Workforce Compensation Notification Personalization Manage Progression Grade Ladder Formula Selection Filter Salary Range Differentials BENEFITS BENEFITS Benefits Billing Improved Self Service Benefits Pages Benefits for the United States Affordable Care Act Override Upload (United States Customers only) PAYROLL GLOBAL PAYROLL Calculate Accrual Balances in a Payroll Flow Manage BackFeed Data Payroll Costing Report by Element Classification Enable Reports to Process Following an Errored Task New Configuration Options for Personal Payment Method Page PAYROLL FOR CANADA Involuntary Deductions: Enhanced Protected Pay Rules Reporting Information Card Global Absence Element Uptake Absence Elements: Discretionary and Final Disbursement Absence Payments Employee Active Payroll Balance Report Reporting Mode: Draft and Final Mode for End-of-Year Reports Process PAYROLL FOR CHINA Nontaxable Employee and Employer Contribution Threshhold Amounts PAYROLL FOR KUWAIT Social Insurance 2015 Enhancement Electronic Fund Transfer Template Update Payroll Cycle Flow Update Report 56 Enhancement PAYROLL FOR QATAR Payroll Base Data Payroll Data Capture Automatic Calculation Card Creation Social Insurance Calculations Gratuity Calculations Involuntary Deduction Element Template Statement of Earnings PAYROLL FOR THE UNITED KINGDOM Statutory Sick Pay Statutory Adoption Pay... 22

3 Statutory Paternity Pay Statutory Maternity Pay Shared Parental Leave Test Mode for Start of Year and Tax Code Uplift Processes Interchange Reference Control Number for Incoming Messages Unique Reporting Reference for New Court Orders Statutory Sick Pay for Employees Working Overnight Shifts Configure Average Weekly Earnings Court Orders DEO Reference Number Output on BACS File Payroll Validation Report Change to Excel Output XML Message Retrieval Support from HMRC Data Provisioning System Processing Benefits in Kind Through Payroll Legislative Updates for Tax Year XML format for RTI Outgoing Files Benefits in Kind Car and Car Fuel Rates for Tax Year Legislative Updates Support for XML Format Submission for all RTI Outgoing Files Full Payment Submission (FPS) Breakdown to Smaller Files Gender Pay Gap Reporting Scottish Income Tax Rates and Bands P11D- Employee Benefits and Expenses Reporting PAYROLL FOR THE UNITED STATES Electronic Income Withholding Orders Inbound Process Enhanced Deductions At Time of Writ Support Enhanced Form 1494 Exemption Amount Derivation Involuntary Deductions Subprocessing Order Defaults Electronic Income Withholding Orders Inbound Process Enhancements Third-Party Periodic Tax Filing Audit Report Detail Enhancements Third-Party Quarterly Tax Filing Extract Enhancement for Amended Quarter Filings Third-Party Quarterly Tax Filing Extract Supplier Enhancements for Fourth Quarter Employee Active Balance Report Enhancements to Include New Balances Involuntary Deductions Processing Fee Enhancement New 90-Day Balance Dimension Electronic Income Withholding Order Reference Code Enhancement New York Family Leave Insurance Support Guam Support Run US Tax Balance Adjustment Process Enhanced Year-Begin Process Enhanced Ohio School District Tax Calculation Puerto Rico Young Entrepreneurs Act e-iwo Enhanced Search Capabilities Third-Party Periodic Tax FIling Extract Inclusion of Payroll Frequency Involuntary Deduction Fee Priority Involuntary Deduction Disposable Income Recalculation e-iwo Audit Report Enhancement Tax Withholding Card Enhancement for Guam e-iwo Inbound Process Enhancement GLOBAL PAYROLL INTERFACE Manage BackFeed Data Integration with ADP Global Payroll Deleted Data Report

4 COUNTRY SUPPORT FOR PAYROLL INTERFACE France New Calculation Card: Hardship Factor Statutory Deduction Calculation Card Enhancement Pension and Welfare Calculation Card Enhancement WORKFORCE REWARDS TRANSACTIONAL BUSINESS INTELLIGENCE Enhancements for Benefits New Dimension: Open Enrollments and Benefit Legal Disclaimer New Dimension: Benefit Person Habits Enhancements for Compensation New Attributes and Performance Enhancements for Compensation OTBI Compensation Manager List New Sample Compensation Analyses Enhancements for Payroll New Subject Area: Payroll Balances Real Time

5 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. The new functionality referenced in this document may not be immediately available to you if your organization has chosen not to receive optional monthly updates. Rest assured you will receive the new functionality in the next quarterly update which is required and cumulative. Quarterly updates are applied in February, May, August, and November. As a one-off exception the February 2017 Quarterly update will be applied in March Date Feature Notes The following features are included in the May Quarterly update. 27 APR 2018 Oracle Fusion Human Capital P11D- Employee Benefits and Expenses Reporting 27 APR 2018 Oracle Fusion Human Capital Tax Withholding Card Enhancement for Guam 27 APR 2018 Oracle Fusion Human Capital e- IWO Inbound Process Enhancement 30 MAR 2018 Oracle Fusion Human Capital Gender Pay Gap Reporting 30 MAR 2018 Oracle Fusion Human Capital Scottish Income Tax Rates and Bands 02 MAR 2018 Oracle Fusion Human Capital e- IWO Audit Report Enhancement 02 MAR 2018 Oracle Fusion Human Capital Legislative Updates 02 MAR 2018 Oracle Fusion Human Capital Support for XML Format Submission for all RTI Outgoing Files 02 MAR 2018 Oracle Fusion Human Capital Full Payment Submission (FPS) Breakdown to Smaller Files Delivered new feature in update 17, the May Delivered new feature in update 17, the May Delivered new feature in update 17, the May Delivered new feature in update 16 (April), which will also be included in the May Delivered new feature in update 16 (April), which will also be included in the May Delivered new feature in update 15 (March), which will also be included in the May Delivered new feature in update 15 (March), which will also be included in the May Delivered new feature in update 15 (March), which will also be included in the May Delivered new feature in update 15 (March), which will also be included in the May 5

6 Date Feature Notes The following features are included in the February Quarterly update. 02 FEB 2018 Oracle Fusion Human Capital e- IWO Enhanced Search Capabilities 02 FEB 2018 Oracle Fusion Human Capital Third-Party Periodic Tax Filing Extract Inclusion of Payroll Frequency 02 FEB 2018 Oracle Fusion Human Capital Involuntary Deduction Fee Priority 02 FEB 2018 Oracle Fusion Human Capital Legislative Updates for Tax Year FEB 2018 Oracle Fusion Human Capital XML format for RTI Outgoing Files 02 FEB 2018 Oracle Fusion Human Capital Benefits in Kind Car and Car Fuel Rates for Tax Year FEB 2018 Oracle Fusion Human Capital Management for Canada: Reporting Mode: Draft and Final Mode for End-of- Year Reports Process 02 FEB 2018 Oracle Fusion Human Capital Involuntary Deduction Disposable Income Recalculation 05 JAN 2018 Oracle Fusion Human Capital XML Message Retrieval Support from HMRC Data Provisioning System 05 JAN 2018 Oracle Fusion Human Capital Processing Benefits in Kind Through Payroll 05 JAN 2018 Oracle Fusion Global Payroll: New Configuration Options for Personal Payment Method Page 05 JAN 2018 Oracle Fusion Benefits for the United States: Affordable Care Act Override Upload (United States Customers only) Delivered new feature in the February Delivered new feature in the February Delivered new feature in the February Delivered new feature in the February Delivered new feature in the February Delivered new feature in the February Delivered new feature in update 13 (January), which will also be included in the February Delivered new feature in update 10 (October), which was in the November Delivered new feature in update 13 (January), which will also be included in the February Delivered new feature in update 13 (January), which will also be included in the February Delivered new feature in update 13 (January), which will also be included in the February Delivered new feature in update 1 (February 2017). 6

7 Date Feature Notes 08 DEC 2017 Oracle Fusion Human Capital New York Family Leave Insurance Support 08 DEC 2017 Oracle Fusion Human Capital Guam Support 08 DEC 2017 Oracle Fusion Human Capital Run US Tax Balance Adjustment Process 08 DEC 2017 Oracle Fusion Human Capital Enhanced Year-Begin Process 08 DEC 2017 Oracle Fusion Human Capital Enhanced Ohio School District Tax Calculation 08 DEC 2017 Oracle Fusion Human Capital Puerto Rico Young Entrepreneurs Act 08 DEC 2017 Oracle Fusion Human Capital Management for Canada: Employee Active Payroll Balance Report 01 DEC 2017 Oracle Fusion Human Capital Third-Party Periodic Tax Filing Audit Report Detail Enhancements 01 DEC 2017 Oracle Fusion Human Capital Third-Party Quarterly Tax Filing Extract Enhancement for Amended Quarter Filings 01 DEC 2017 Oracle Fusion Human Capital Third-Party Quarterly Tax Filing Extract Vendor Enhancements for Fourth Quarter Delivered new feature in the Statutory Update 12.2 (December), which will also be included in the February Delivered new feature in the Statutory Update 12.2 (December), which will also be included in the February Delivered new feature in the Statutory Update 12.2 (December), which will also be included in the February Delivered new feature in the Statutory Update 12.2 (December), which will also be included in the February Delivered new feature in the Statutory Update 12.2 (December), which will also be included in the February Delivered new feature in the Statutory Update 12.2 (December), which will also be included in the February Delivered new feature in the Statutory Update 12.2 (December), which will also be included in the February Delivered new feature in update 12 (December), which will also be included in the February quarterly update. Delivered new feature in update 12 (December), which will also be included in the February quarterly update. Delivered new feature in update 12 (December), which will also be included in the February quarterly update. 7

8 Date Feature Notes 01 DEC 2017 Oracle Fusion Human Capital Employee Active Balance Report Enhancements to Include New Balances 01 DEC 2017 Oracle Fusion Global Payroll Interface: Deleted Data Report Delivered new feature in update 12 (December), which will also be included in the February quarterly update. Delivered new feature in update 12 (December), which will also be included in the February quarterly update. The following features are included in the November Quarterly update. 03 NOV 2017 Oracle Fusion Human Capital New Ninety day Balance Dimension 03 NOV 2017 Oracle Fusion Human Capital Electronic Income Withholding Orders Reference Code Enhancement 03 NOV 2017 Oracle Fusion Human Capital Involuntary Deductions Processing Fee Enhancement 06 OCT 2017 Oracle HCM Cloud Global Payroll: Enable Reports to Process Following an Errored Task 06 OCT 2017 Oracle Fusion Human Capital Electronic Income Withholding Orders Inbound Process Enhancements 01 SEP 2017 Oracle Fusion Compensation Management: View Salary Components Delivered new feature in update 11, the November Delivered new feature in update 11, the November Delivered new feature in update 11, the November Delivered new feature in update 10 (October), which will also be included in the November Delivered new feature in update 10 (October), which will also be included in the November Updated document. Revised feature description. The following features are included in the August Quarterly update. 04 AUG 2017 Oracle Fusion Human Capital Management for Canada: Absence Elements: Discretionary and Final Disbursement Absence Payments 04 AUG 2017 Oracle Fusion Human Capital Court Orders DEO Reference Number Output on BACS File 04 AUG 2017 Oracle Fusion Human Capital Payroll Validation Report Change to Excel Output 04 AUG 2017 Oracle Fusion Human Capital Management for Qatar: Payroll Base Data Delivered new feature in the August Delivered new feature in update 7 (July), which will also be included in the August Delivered new feature in update 7 (July), which will also be included in the August Delivered new feature in update 7 (July), which will also be included in the August 8

9 Date Feature Notes 04 AUG 2017 Oracle Fusion Human Capital Management for Qatar: Payroll Data Capture 04 AUG 2017 Oracle Fusion Human Capital Management for Qatar: Automatic Calculation Card Creation 04 AUG 2017 Oracle Fusion Human Capital Management for Qatar: Social Insurance Calculations 04 AUG 2017 Oracle Fusion Human Capital Management for Qatar: Gratuity Calculations 04 AUG 2017 Oracle Fusion Human Capital Management for Qatar: Involuntary Deduction Element Template 04 AUG 2017 Oracle Fusion Human Capital Management for Qatar: Statement of Earnings 07 JUL 2017 Oracle Fusion Compensation Management: Salary Range Differentials 07 JUL 2017 Oracle Fusion Global Payroll Interface: Integration with ADP Global Payroll 07 JUL 2017 Oracle Fusion Human Capital Involuntary Deductions Subprocessing Order Defaults 07 JUL 2017 Oracle Fusion Human Capital Test Mode for Start of Year and Tax Code Uplift Processes 07 JUL 2017 Oracle Fusion Human Capital Interchange Reference Control Number for Incoming Messages 07 JUL 2017 Oracle Fusion Human Capital Unique Reporting Reference for New Court Orders 07 JUL 2017 Oracle Fusion Human Capital Statutory Sick Pay for Employees Working Overnight Shifts Delivered new feature in update 7 (July), which will also be included in the August Delivered new feature in update 7 (July), which will also be included in the August Delivered new feature in update 7 (July), which will also be included in the August Delivered new feature in update 7 (July), which will also be included in the August Delivered new feature in update 7 (July), which will also be included in the August Delivered new feature in update 7 (July), which will also be included in the August Delivered new feature in update 7 (July), which will also be included in the August Delivered new feature in update 7 (July), which will also be included in the August Delivered new feature in update 7 (July), which will also be included in the August Updated document. Added new feature to update 6 (June), which will also be included in the August Updated document. Added new feature to update 6 (June), which will also be included in the August Updated document. Added new feature to update 6 (June), which will also be included in the August Updated document. Added new feature to update 6 (June), which will also be included in the August 9

10 Date Feature Notes 07 JUL 2017 Oracle Fusion Human Capital Configure Average Weekly Earnings 02 JUN 2017 Oracle Fusion Human Capital Enhanced Deductions At Time of Writ Support 02 JUN 2017 Oracle Fusion Human Capital Enhanced Form 1494 Exemption Amount Derivation 02 JUN 2017 Oracle Transactional Business Intelligence: Compensation Manager List 02 JUN 2017 Oracle Fusion Compensation Management: Manage Progression Grade Ladder Formula Selection Filter Updated document. Added new feature to update 6 (June), which will also be included in the August Updated document. Added new feature to update 6 (June), which will also be included in the August Updated document. Added new feature to update 6 (June), which will also be included in the August Updated document. Added new feature to update 6 (June), which will also be included in the August Updated document. Added new feature to update 6 (June), which will also be included in the August The following features are included in the May Quarterly update. 02 JUN 2017 Oracle Fusion Global Payroll: Payroll Costing Report by Element Classification The following features are included in the March Quarterly update. 02 JUN 2017 Oracle Fusion Compensation Management: New Attributes and Performance Enhancements for Compensation OTBI 17 MAR 2017 Oracle Fusion Human Capital Management for Canada: Involuntary Deductions: Enhanced Protected Pay Rules 17 MAR 2017 Oracle Fusion Human Capital Management for Canada: Reporting Information Card Delivered new feature in the May Delivered new feature the March Delivered new feature the March Delivered new feature the March The following features were delivered via monthly updates. 17 MAR 2017 Oracle Fusion Global Payroll: Manage BackFeed Data 14 FEB 2017 Oracle Fusion Human Capital Electronic Income Withholding Orders (e-iwo) Inbound Process Document updated. Added feature which was delivered in the base release. Delivered new feature in update 1 (February), which will also be included in the March 10

11 Date Feature Notes 14 FEB 2017 Oracle Fusion Human Capital Statutory Sick Pay 14 FEB 2017 Oracle Fusion Human Capital Statutory Adoption Pay 14 FEB 2017 Oracle Fusion Human Capital Statutory Paternity Pay 14 FEB 2017 Oracle Fusion Human Capital Statutory Maternity Pay 14 FEB 2017 Oracle Fusion Human Capital Shared Parental Leave 14 FEB 2017 Oracle Fusion Global Payroll: Manage BackFeed Data Delivered new feature in update 1 (February), which will also be included in the March Delivered new feature in update 1 (February), which will also be included in the March Delivered new feature in update 1 (February), which will also be included in the March Delivered new feature in update 1 (February), which will also be included in the March Delivered new feature in update 1 (February), which will also be included in the March Delivered new feature in update 1 (February), which will also be included in the March 16 JAN 2017 Oracle Fusion Benefits: Benefits Billing Document updated. Added feature which was delivered in the base release. 05 DEC 2016 Created initial document. 11

12 OVERVIEW 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 the base Talent and Compensation standalone applications. 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: under Human Capital Management Release Readiness. 12

13 COMPENSATION 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. VIEW SALARY COMPONENTS View salary components from compensation history, when a worker s salary basis is configured to use components to itemize the salary adjustment. Previously, it did not display components when a worker s salary basis used components. ROUTE INDIVIDUAL COMPENSATION APPROVALS BASED ON SALARY Route approvals for individual compensation awards using the attributes of the worker s salary record in the approval rule. WORKFORCE COMPENSATION NOTIFICATION PERSONALIZATION Personalize workforce compensation notifications. Administrators can now using the Oracle page Composer, selectively show and hide various components of the notification, including fields, labels, and regions. They can also edit labels, colors, and the page layout and add custom text and external links to the page. MANAGE PROGRESSION GRADE LADDER FORMULA SELECTION FILTER Streamline the setup process when using formulas within progression grade ladders. The list of values associated with formula fields is now filtered by formula type in the Manage Progression Grade Ladders page. The date formula fields show all formulas defined as type Salary Progression Date Determination Rule. The salary calculation rule field shows all formulas defined as type Salary Progression Rate Determination Rule. SALARY RANGE DIFFERENTIALS Create salary rate differentials in the compensation work area. Configure the salary range differential profile by location and vary it over time using date effectivity. 13

14 BENEFITS 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. BENEFITS BILLING Enable your benefits administrators to bill retirees, dependents or employees on unpaid leave of absence directly for benefit plan costs instead of charging through the payroll deduction process. Prepare and generate charges in bulk or individually, depending on the numbers involved. This flexibility enables administrators to generate the first charges for an individual. They can then ensure that the details are correct before handling all subsequent charges via the bulk processes. Once payment is received you can record payments, including exact payments, under or over payments, and even several payments against the same bill. The application handles these different scenarios by subtracting or adding the under or overpaid amounts to the next charges and bill generated. The application settles the oldest bills first, and the highest cost option, which is most likely Medical, until it has allocated the payment made fully. You can even record payment without a bill being previously generated, and make manual adjustments. IMPROVED SELF SERVICE BENEFITS PAGES Help participants through the enrollments process more easily. Filters can be configured on train stops to enable participants to quickly see which plans and options are appropriate to them and hide the ones that aren't. Information icons are now available in each train stop to enable participants to make more in-depth enrollment decisions. Participants can also click the Select buttons or the triangular expansion widgets alongside the plan names to display any additional rates configured to help make selections. Participants can now more easily designate dependents and beneficiaries when making selections by making it a clear part of the selection process. 14

15 BENEFITS FOR THE UNITED STATES AFFORDABLE CARE ACT OVERRIDE UPLOAD (UNITED STATES CUSTOMERS ONLY) Override or add missing values in the 1095-C report, in the United States, using the new ACA spreadsheet. You generate your 1095-C report for employees once a year, at the end of the year, but if you implemented Benefits midyear, a proportion of the data required for reporting might not be available. That s because some of it may still exist in the legacy application. Using the new spreadsheet to override or add any values enables you to generate an up-to-date 1095-C report. 15

16 PAYROLL GLOBAL PAYROLL Oracle Fusion Global Payroll is a high-performance, graphical, rules-based payroll management application. It s designed to keep pace with the changing needs of your enterprise and workforce in order to reduce setup costs, administration, and processing time. It operates globally and 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. CALCULATE ACCRUAL BALANCES IN A PAYROLL FLOW Streamline your end-to-end payroll flow by running the accrual process used by Absence Management as part of your payroll cycle. Add the Calculate Accruals and Balances task to your existing payroll flow. This automatic task will begin when the preceding task completes. MANAGE BACKFEED DATA On the Manage Payroll Interface Inbound Records page, you can: Add, view, edit, and delete information about payroll, payment, leave, and messages received from third-party payroll providers. Filter imported data. View the payslip data that includes third-party payslips. PAYROLL COSTING REPORT BY ELEMENT CLASSIFICATION Use primary element classification now included in the detail scope of the Payroll Costing Report output to verify costing by element classification. ENABLE REPORTS TO PROCESS FOLLOWING AN ERRORED TASK Allow reports within a flow allow to process even if the proceeding task has errored. NEW CONFIGURATION OPTIONS FOR PERSONAL PAYMENT METHOD PAGE Use the Payroll User Interface Configuration formula type to display the Organization Payment Method list of values on the Personal Payment Method page and if required, limit the values available to employees when Personal Payment Methods are being created. 16

17 PAYROLL FOR CANADA Payroll for Canada supports country specific features and functions for Canada. It enables users to follow Canada s business practices and comply with its statutory requirements. INVOLUNTARY DEDUCTIONS: ENHANCED PROTECTED PAY RULES Provide additional Protected Pay functionality to specify how the employee s protected pay is calculated. The Protected Pay rules are configured on the involuntary deduction card for the employee. Protected Pay functionality for involuntary deductions was initially introduced in release 10, bundle 17. It was also previously enhanced in release 11, bundle 8. Several new rules are introduced with this release. REPORTING INFORMATION CARD Capture values required for the Record of Employment (ROE) on the reporting information card. GLOBAL ABSENCE ELEMENT UPTAKE There is integration between the absence management system and payroll. The information passed from absences to payroll is used to calculate the absence payment in payroll. ABSENCE ELEMENTS: DISCRETIONARY AND FINAL DISBURSEMENT ABSENCE PAYMENTS Select different options for taxation, EI allocation, and EI hours for discretionary and final disbursement payments. EMPLOYEE ACTIVE PAYROLL BALANCE REPORT Run the Employee Active Payroll Balance report to reconcile your balances prior to periodic or year-end reporting. The Employee Active Payroll Balance Report displays current and year-to-date values for employee balances without the need to process the payroll archive. This report assists in determining if any tax balances are over the statutory limits and if any of the tax liability balances are improperly calculated. To assist with year-end reconciliation and balancing of your year-end box balance data, run this report throughout the year to make year-end balancing easier. REPORTING MODE: DRAFT AND FINAL MODE FOR END-OF-YEAR REPORTS PROCESS Use the Format parameter to run the year-end slips in draft or final mode. The mode applies to all yearend report types of T4, T4A, RL-1, and RL-2 and is available for the Original, Amended, and Cancelled Report Type options. 17

18 PAYROLL FOR CHINA Payroll for China supports country specific features and functions for China. It enables users to follow China s business practices and comply with its statutory requirements. NONTAXABLE EMPLOYEE AND EMPLOYER CONTRIBUTION THRESHHOLD AMOUNTS Comply with the regulation on taxable social security contribution calculation in Shenzhen and Shanghai by capturing nontaxable employee and employer contribution threshold amounts and using them in the monthly individual income tax calculation. 18

19 PAYROLL FOR KUWAIT Payroll for Kuwait supports country specific features and functions for Kuwait. It enables users to follow Kuwait s business practices and comply with its statutory requirements. SOCIAL INSURANCE 2015 ENHANCEMENT Comply with legislative requirements. A new component for gratuity contributions has been added to the Social Insurance calculation. The additional employee contribution is applicable to all Kuwaiti workers employed in the private sector and, depending on hire date, some government sector workers. Employers can record whether or not to pay the gratuity amount due to an employee on termination. In addition, they can record whether an employee has received a gratuity payment in the past and the date that payment was received. The payroll process uses this information to determine whether or not gratuity contributions are to be deducted as part of the Social Insurance calculation. ELECTRONIC FUND TRANSFER TEMPLATE UPDATE Comply with legislative requirements. The Electronic Fund Transfer (EFT) template now includes MOSAL ID and IBAN Number in compliance with banking regulations. PAYROLL CYCLE FLOW UPDATE Ensure payroll processes are run in the correct order. Payroll Cycle is a global seeded payroll flow which enables you to run predefined payroll tasks in a predefined sequence for each payroll period, in a best practice flow. The payroll cycle flow has been amended so that the payroll archive is run prior to payment tasks. REPORT 56 ENHANCEMENT Comply with legislative requirements. The payroll archive and Report 56 have been enhanced to manage multiple payroll runs in the same period and report each employee only once. 19

20 PAYROLL FOR QATAR Oracle Fusion HRMS (Qatar) supports country specific features and functions for Qatar. It enables users to follow US business practices and comply with its statutory requirements. PAYROLL BASE DATA Create elements, appropriate for Qatar. The delivery of base payroll data specific to a Qatari payroll, that includes element classifications, balance categories, context usages, and dimension usage enables the use of the element template and associated objects. PAYROLL DATA CAPTURE Comply with legislative requirements. Calculation cards have been provided to capture the appropriate data for both social insurance and gratuity, at organization level, payroll statutory unit, and person level, payroll relationship. AUTOMATIC CALCULATION CARD CREATION Comply with legislative requirements. If your payroll product usage is set to Payroll or Payroll Interface, the Employee Social Insurance Details calculation card is created automatically as part of the new hire process or when you rehire an employee, and the Employee Gratuity Details calculation card is created automatically as part of the termination process. SOCIAL INSURANCE CALCULATIONS Comply with legislative requirements for the insurance protection extension to the citizens of the GCC countries. GRATUITY CALCULATIONS Comply with legislative requirements for gratuity payments as described in Qatar Labour Law. INVOLUNTARY DEDUCTION ELEMENT TEMPLATE Comply with legislative requirements. Enable employers to create appropriate court order elements using the element template so court orders can be deducted from an employee, if required, and paid to the appropriate third party organization. 20

21 STATEMENT OF EARNINGS Verify the payroll process with the online Statement of Earnings (SOE). Within payroll allow end-users to view all the relevant information for an individual employee payroll run or a prepayment in a single place. With the SOE, results can be easily viewed and verified. 21

22 PAYROLL FOR THE UNITED KINGDOM Oracle Fusion HRMS (UK) supports country specific features and functions for the UK. It enables users to follow US business practices and comply with its statutory requirements. STATUTORY SICK PAY Manage the statutory entitlement, that is, the number of days of the absence, which are paid or unpaid. The predefined formulas provided are attached to an absence plan and absence type to calculate eligibility and entitlement to statutory absences and payment, if appropriate. STATUTORY ADOPTION PAY Manage the statutory entitlement, that is, the number of days of the absence which are paid or unpaid. The predefined formulas provided are attached to an absence plan and absence type to calculate eligibility and entitlement to statutory absences and payment if appropriate. STATUTORY PATERNITY PAY Manage the statutory entitlement, that is, the number of days of the absence which are paid or unpaid. The predefined formulas provided are attached to an absence plan and absence type to calculate eligibility and entitlement to statutory absences and payment, if appropriate. STATUTORY MATERNITY PAY Manage the statutory entitlement, that is, the number of days of the absence which are paid or unpaid. The predefined formulas provided are attached to an absence plan and absence type to calculate eligibility and entitlement to statutory absences and payment if appropriate. SHARED PARENTAL LEAVE Manage the statutory entitlement, that is, the number of days of the absence which are paid or unpaid. The predefined formulas provided are attached to an absence plan and absence type to calculate eligibility and entitlement to statutory absences and payment if appropriate. TEST MODE FOR START OF YEAR AND TAX CODE UPLIFT PROCESSES Run the Start of Year and Tax Code Uplift Process in Test mode. This enables you to view the updates to the employees tax code prior to running the processes in Live mode. 22

23 INTERCHANGE REFERENCE CONTROL NUMBER FOR INCOMING MESSAGES Validate the Interchange Control Reference (ICR) numbers during file upload for incoming HMRC messages such as P6 P6B EDI Upload Process, NINO verification Reply and Student Loan EDI Upload process. This ensures that incoming messages are uploaded in the sequence in which they are issued by HMRC. The Upload File task is no longer available from the flow. You must now upload them directly to the UCM server, and pass the Content ID as the parameter to the flow. You can also automatically initiate this from a service flow. UNIQUE REPORTING REFERENCE FOR NEW COURT ORDERS Use the Reference field to provide a unique reference and the Reporting Reference field to provide the reference provided by the court, if the court order reference provided by the court is the employee s NI number. You cannot use the NI number as the Reference as it must be unique. STATUTORY SICK PAY FOR EMPLOYEES WORKING OVERNIGHT SHIFTS Extend Statutory Sick Pay (SSP) to work with qualifying patterns that include overnight shifts. When a shift starts and ends on a different day, the day that counts for SSP payment is the day the shift started. CONFIGURE AVERAGE WEEKLY EARNINGS Create your own average weekly earnings formula to calculate average weekly earnings. Eligibility to statutory payments is based on the employee s Average Weekly Earnings calculated over a certain period known as the relevant period. The definition of the relevant period varies depending on the type of absence. It is automatically calculated based on payroll balances. However, there are certain circumstances where this calculation cannot be performed, for example if do not have the required license for payroll application, or for new joiners who have not been processed in payroll during the relevant period. In such scenarios, you can create and plug-in your own user-defined formula to calculate the average weekly earnings. COURT ORDERS DEO REFERENCE NUMBER OUTPUT ON BACS FILE Identify and allocate reference numbers for Deduction of Earnings Order (DEO) Court Orders third-party payments to enable payments to be appropriately allocated. The reference numbers appear in the appropriate field of the BACS payment file. When multiple DEO s are present for one employee, the third party payee should be set up for each DEO. PAYROLL VALIDATION REPORT CHANGE TO EXCEL OUTPUT Enhanced Payroll Validation report that enables you to download report results as an Excel spreadsheet. 23

24 XML MESSAGE RETRIEVAL SUPPORT FROM HMRC DATA PROVISIONING SYSTEM Retrieve employee data from HMRC s Data Provisioning Service (DPS) in XML format. You can retrieve all employee updates for P6, P6B, P9, and student loans SL1, SL2 notifications to update the employee records using this feature. You can also retrieve the NVREP messages generated as a result of either NINO verification requests or Full Payment Submission sent with missing or incorrect NI details. The process retrieves the XML messages, validates, and reports the inbound data. Once retrieved, you can upload the data to the calculation cards and employee records. PROCESSING BENEFITS IN KIND THROUGH PAYROLL Capture data and process the benefits in kind through the payroll application as prescribed by the legislation. The payroll process calculates the tax liability of a benefit for the tax period, instead of reporting it at the end of the tax year. You must confirm the benefits that you want to process through payroll in the tax year with the HMRC, and set up the benefits data for your employees. A new Taxable Benefits calculation card is provided that includes calculation components related to each benefit. Use the appropriate calculation component and calculation component details to capture the benefits information required to calculate the tax liability. LEGISLATIVE UPDATES FOR TAX YEAR Comply with required legislative updates for the tax year including statutory thresholds for tax, national insurance, and student Loans. XML FORMAT FOR RTI OUTGOING FILES Generate and send your NINO Verification Request (NVREQ) file in XML format to HMRC. BENEFITS IN KIND CAR AND CAR FUEL RATES FOR TAX YEAR Process car and car fuel benefits calculations through payroll with the new rates effective from 6th April

25 LEGISLATIVE UPDATES Comply with legislative requirements for the tax year The updates include: Budget changes for Scottish Income Tax (SRIT) and statutory payment rates New threshold values for Pensions Automatic Enrolment New Real Time Information (RTI) processes for Full Payment Submission (FPS) and Employer Payment Summary (EPS) New process for Earlier Year Updates (EYU) for tax year SUPPORT FOR XML FORMAT SUBMISSION FOR ALL RTI OUTGOING FILES Submit all Real time Information (RTI) outgoing files in XML formal. You can use the new process to transmit files for Full Payment Submission (FPS), Employer Payment Summary (EPS), and Earlier Year Updates (EYU). FULL PAYMENT SUBMISSION (FPS) BREAKDOWN TO SMALLER FILES Create smaller files from Full Payment Submission (FPS) to aid the reconciliation of FPS submissions. You can use this to create FPS for a specific set of employees. It reduces the effort to review long audit reports produced for a large set of employees. GENDER PAY GAP REPORTING Extract data into a comma-separated values (CSV) file to enable calculation and reporting of Gender Pay Gap figures. SCOTTISH INCOME TAX RATES AND BANDS Comply with legislative changes by the Scottish Government for the tax year to calculate employee taxation accurately according to the latest changes recently announced for the tax bands. P11D- EMPLOYEE BENEFITS AND EXPENSES REPORTING Generate and report P11D employee benefits and expenses statements as well as P11D(b) employer declaration information to submit to HMRC. 25

26 PAYROLL FOR THE UNITED STATES Oracle Fusion HRMS (US) supports country specific features and functions for the US. It enables users to follow US business practices and comply with its statutory requirements. ELECTRONIC INCOME WITHHOLDING ORDERS INBOUND PROCESS Automate the processing of involuntary support orders through the receipt and uptake of inbound electronic income withholding order (e-iwo) data files. You can now import the files received from the state authorities into a storage table. The new Run e-iwo Process validates the support orders, transfers the valid orders to the employees Involuntary Deductions cards and card components, and generates a report. This report consists of four Microsoft Excel worksheets: an overall summary, import details, audit listing of valid and transferred orders, and an exception listing of failed orders. An notification notifies parties when the inbound process is completed. ENHANCED DEDUCTIONS AT TIME OF WRIT SUPPORT Enhance your federal tax levy configuration through new deductions at time of writ overrides. You can now specify additional overrides to more precisely calculate these deductions. ENHANCED FORM 1494 EXEMPTION AMOUNT DERIVATION Augment your federal tax levy processing through the calculation of your Form 1494 exemption amounts. The payroll process now uses the year you specify on the Statement of Exemption Received Date to determine these amounts. INVOLUNTARY DEDUCTIONS SUBPROCESSING ORDER DEFAULTS Automate the assignment of an involuntary deduction s sub processing order. When you define an involuntary deduction and create the card component, the sub processing order of the deduction is automatically determined by its involuntary deduction type. ELECTRONIC INCOME WITHHOLDING ORDERS INBOUND PROCESS ENHANCEMENTS Fine-tune the processing of your electronic income withholding orders (e-iwos) through the new e- IWO Processing Overrides Formula. This fast formula enables you to enforce advanced calculation rules, such as personalized deduction sub processing rules, deduction start date overrides, and total withholding amount override. Use this sample formula as a template, and customize it to suit your needs. 26

27 THIRD-PARTY PERIODIC TAX FILING AUDIT REPORT DETAIL ENHANCEMENTS Enhance your third-party periodic tax filing reconciliation with the ability to run the periodic audit report detail through a new process. From the Checklist or Regulatory and Tax Reporting work areas, select Run Third-Party Tax Filing Audit Report Detail. This new process allows you to run the audit report detail standalone from the Third-Party Periodic Tax Filing Extract. Run this process by a date range, by a specific periodic tax filing extract flow name, by a specific TRU, or by a specific employee. THIRD-PARTY QUARTERLY TAX FILING EXTRACT ENHANCEMENT FOR AMENDED QUARTER FILINGS Facilitate your third-party quarterly tax filing with the addition of new parameters on your amended quarter filings. When you run the Run Third-Party Quarterly Tax Filing Extract task, you can now specify a submission type, issue identification date, reason codes 1 through 10, and any special instructions. You can also select the appropriate submission type to identify the type of quarterly file being sent: Original, Amendment File, Exception Late Original File, or W-2 Management File. THIRD-PARTY QUARTERLY TAX FILING EXTRACT SUPPLIER ENHANCEMENTS FOR FOURTH QUARTER Extend your third-party quarterly tax filing with support for 4th quarter changes mandated by your supplier. This includes passing new W-2 box records for US Box 12 Code FF and Puerto Rico Box 16 Code F. In addition to these supplier changes, the third-party quarterly tax filing audit report has been enhanced to include the work PSD code for PA Act 32 jurisdictions. EMPLOYEE ACTIVE BALANCE REPORT ENHANCEMENTS TO INCLUDE NEW BALANCES Augment your balance reconciliation with the addition of new balances on the Employee Active Payroll Balance report. Resident and nonresident balances at the city and county balance levels are now included. A new balance level Pennsylvania Locals is available. This balance level includes information specific to the PA Act 32 local balances such as the tax collection district code, the work and resident PSD codes. The state balance level now includes seven W-2 Territory balances for easier reconciliation of Puerto Rico data. INVOLUNTARY DEDUCTIONS PROCESSING FEE ENHANCEMENT With this enhancement, the payroll process no longer automatically deducts the processing fee when an involuntary deduction isn t processed during the run. 27

28 NEW 90-DAY BALANCE DIMENSION Utilize the new 90-day balance dimension to calculate sick pay for your California commissioned or piece-rate employees. When defining Absence elements, use the new Relationship 90 Earned Days to Date balance dimension to pay the proper sick rate to affected employees. This dimension looks at balances based on date earned that include full pay periods within the specified 90-day window. ELECTRONIC INCOME WITHHOLDING ORDER REFERENCE CODE ENHANCEMENT Enhance the generation of the Involuntary Deductions card component Reference Code through the inclusion of the electronic income withholding order (e-iwo) remittance identifier. This further qualifies the Reference Code to prevent duplicate values. When you load a new inbound e-iwo into the card component, the Reference Code now consists of a concatenation of the following fields: Case Identifier, State Abbreviation, and Remittance Identifier. NEW YORK FAMILY LEAVE INSURANCE SUPPORT Automate New York Family Leave Insurance deductions through the new NY State Disability calculation component. You can enable this deduction on the payroll statutory unit and tax reporting unit calculation cards. All employees associated with those organizations would become eligible. GUAM SUPPORT Leverage the new Guam territory functionality to support your payroll processing. RUN US TAX BALANCE ADJUSTMENT PROCESS Simplify performing FUTA-related tax balance adjustments through the new Run US Tax Balance Adjustment process. When you receive new credit reduction rates for the current calendar year, the payroll process does not self-adjust the taxes for employees that have already reached the FUTA wage limit or for employees that have terminated prior to the rate change. This process performs the tax adjustments on those impacted employees. ENHANCED YEAR-BEGIN PROCESS Simplify your year-begin preparations through the updated Run Start of Year Process. This process now provides processing modes to identify 401 (k) limit overrides and exemption details at the federal and state levels. 28

29 ENHANCED OHIO SCHOOL DISTRICT TAX CALCULATION Process Ohio school districts that don t use the flat rate tax method. The payroll process now determines their taxation based on the allowances you set on the Ohio state component of the employee s tax card. PUERTO RICO YOUNG ENTREPRENEURS ACT Enhance payroll processing for your Puerto Rican employees with support for the Puerto Rico Young Entrepreneurs Act. For all employees meeting the age criteria, this exemption starts immediately for any payroll runs after application of this statutory patch. With this enhancement, the payroll process automatically exempts the first 40,000 USD in wages for eligible employees. It accumulates the exempt wages in a new PR Youth Exempt Wages balance. Once the limit is reached, the state income tax balances begin accumulations. E-IWO ENHANCED SEARCH CAPABILITIES Simplify locating electronic income withholding orders (e-iwos) information in the storage table through enhanced search criteria. These new fields include Case Identifier, Employee SSN, FIPS Code, and Order Identifier. THIRD-PARTY PERIODIC TAX FILING EXTRACT INCLUSION OF PAYROLL FREQUENCY Include payroll frequency in the periodic tax information you submit to your third-party provider. The Third-Party Periodic Tax Filing Extract now includes payroll frequency in the output file. If the payroll run includes multiple payroll frequencies for a given periodic date range, the file reports the tax data in separate batches by payroll frequency. The Periodic Tax Filing Audit Reports now include the payroll frequency. INVOLUNTARY DEDUCTION FEE PRIORITY Improve involuntary deductions processing through enhanced fee calculation. You can now specify whether the payroll process calculates the processing fees before or after the involuntary deduction. This feature is available for Garnishment and Creditor Debt secondary classifications. INVOLUNTARY DEDUCTION DISPOSABLE INCOME RECALCULATION Improve the accuracy of involuntary deductions calculation by electing to recalculate disposable income for select deduction types. When deductions of Educational Loan, Debt Collection Improvement Act (DCIA), and Bankruptcy are combined with other involuntary deductions, you can direct the payroll process to recalculate the disposable income for those classifications. 29

30 E-IWO AUDIT REPORT ENHANCEMENT Validate the uptake of inbound electronic income withholding orders (e-iwos) through an enhanced audit report. This report now includes a check for cases when the issuing state on the order is different from the employee s work state. You should review the card component details for this scenario and make any needed modifications. TAX WITHHOLDING CARD ENHANCEMENT FOR GUAM Updated the Guam regional component of employee Tax Withholding card. You can now make your updates directly on the Guam component rather than on the Federal component. E-IWO INBOUND PROCESS ENHANCEMENT Enhance the processing of electronic income withholding orders (e-iwo) inbound process through new handling of the employee work state. If the issuing state on the incoming order is not the employee s work state, the inbound process now uses the employee s work state to create or update the Involuntary Deductions card component. For employees working in multiple states, the process uses the issuing state. 30