12.2 HCM RUP10 Impact Analysis

Transcription

1 12.2 HCM RUP10 Impact Analysis

2 Contents: Summary Related Documents Installation Guidance Pre-Install Tasks Pre-requisite Patches Additional Patches Post Application of RUP10 Known Issues Overview of Affected Areas New and Changed Features Current Known Issues

3 1 Summary The Oracle HRMS R12.2 Release Update Pack 10 (R12.HR_PF.C.DELTA.10), patch , has been released and the latest revision at the time of writing was on 26th May All UK customers using R12.2 Oracle Payroll are required to apply this prior to the Tax Year ending April 2018, and for IE (Ireland) customers prior to January This document provides a complete, up to date description of all new and changed functionality provided within this patch, and a summary of the modules/functionality affected. R12.HR_PF.C.DELTA.10 is specifically for HRMS and Payroll and provides legislative changes along with various bug fixes for the Oracle HRMS suite of products. Historically the Release Update Pack has been a vehicle for delivering new functionality. Technology patches such as ATG Release Update Pack will affect all parts of the E-Business Suite, not just HRMS and Payroll. It is therefore necessary to perform ebusiness wide testing after ATG application and prior to the implementation of HRMS RUP10 patch and its associated pre/corequisite patches. Key testing should also be performed post application of the R12.HR_PF.C.DELTA.10 patch. 3

4 2: Related Documents Document Name Location Oracle E-Business Suite Releases 12.1 and 12.2 My Oracle Support Document ID Release Content Oracle E-Business Suite 12.2 Patching Technology My Oracle Support Document ID Components Guide Applying R12.HR_PF.C.Delta.10 Release Update My Oracle Support Document ID Pack Oracle E-Business Suite Release 12.2: Consolidated My Oracle Support Document ID List of Patches and Technology Bug Fixes Oracle HRMS for EMEA Release Notes, Release My Oracle Support Document ID HRMS RUP10 Oracle HRMS, Release 12.2 HRMS RUP10 My Oracle Support Document ID Documentation DataInstall and HRGLOBAL Application: 12.2 My Oracle Support Document ID Specifics Known Issues on Top of Patch R12. My Oracle Support Document ID HR_PF.C.DELTA.10 (HRMS 12.2 RUP10) Oracle Human Resources (Core HR) My Oracle Support Document ID Oracle Core Payroll My Oracle Support Document ID Oracle International HR and Payroll My Oracle Support Document ID Oracle Advanced Benefits My Oracle Support Document ID Oracle Approvals Management My Oracle Support Document ID Oracle Compensation Workbench My Oracle Support Document ID Oracle HRMS Configuration Workbench My Oracle Support Document ID Oracle irecruitment My Oracle Support Document ID Oracle Labor Distribution My Oracle Support Document ID Oracle Learning Management My Oracle Support Document ID Oracle Performance Management My Oracle Support Document ID Oracle Self-Service Human Resources My Oracle Support Document ID Oracle Succession Planning My Oracle Support Document ID Oracle Time & Labor My Oracle Support Document ID Oracle HRMS Supplemental Legislative My Oracle Support Document ID Documentation for R12.HR_PF.C.Delta.10 Release Update Pack 4

5 3 Installation Guidance 3.1 Pre-Install Tasks Customers must review Documents Oracle E-Business Suite 12.2 Patching Technology Components Guide & Oracle E-Business Suite Release 12.2: Consolidated List of Patches and Technology Bug Fixes. Perform any applicable tasks as a mandatory pre-install step before upgrading to Release 12.2 HRMS RUP10 [R12.HR_PF.C.DELTA.10]. 3.2 Pre-requisite Patches This patch requires additional code levels to have been successfully applied to your system before it can be applied. These code levels, as at the time that this patch was built, are listed below: Oracle Applications DBA R12.AD.C.delta.9 patch Oracle Applications Technology Stack R12. TXK.C.delta.9 patch Oracle Applications Technology Family R12.ATG_ PF.C.delta.6 patch Additional Patches Post Application of RUP10 Apply the latest HRa Global Driver. Consult the following document for the latest HR Global patch: My Oracle Support - Article ID DataInstall and HRGLOBAL Application: 12.2 Specifics 3.4 Known Issues Please refer to document Known Issues on Top of Patch R12.HR_PF.C.DELTA.10 (HRMS 12.2 RUP10) My Oracle Support Document ID Refer to Section 6 for a list of Current Known Issues as of 5th July

6 4 Overview of Affected Areas Application Area Component Changed HRMS UK Autumn Statement Changes, Student Loan Changes 6th April 2017, Apprenticeship Levy Changes 2017, Employer Payment Summary EDI Message (EPS), Full Payment Submission Report EDI Message (FPS), Earlier Year Updates, RTI EYU Run Reconciliation Report, RTI - Full Payment Submission (FPS) - Additional Reporting, RTI - P60 Reports, RTI - P60 Electronic Report Changes, Scottish Rate of Income Tax Changes, NI Prefix Changes Effective from November 2016, Payrolling of Benefits, P11D Changes for , Monthly Data Collection (MDC), Other Changes for HRMS IE (Ireland) P35 Legislative Changes, P60 Legislative Changes, 2017 Budget Amendments Core HR No new functionality Payroll Manage Assignment Set using Web ADI, Set the Action Parameter - Enable Costing Hierarchy for Balancing Segments from Frontend, Validate Rollback of Transfer to General Ledger, New Costing Detail Report (generic) International HR and Payroll New Payroll Register Report * Advanced Benefits No new functionality (3 new US Legislative features added) Approvals Management No new functionality Compensation No new functionality Configuration Workbench No new functionality irecruitment No new functionality Labor Distribution No new functionality Learning Management No new functionality Performance Management No new functionality Self Service HR Use Nine Box Talent Matrixes Built on Oracle Application Development Framework (ADF) Succession Planning Use Nine Box Talent Matrixes and Suitability Analyzer Built on Oracle Application Development Framework (ADF) Time and Labor Adjustment of Overtime - Payroll period Incompatibility with Time Card Period, Line Manager Time Entry for Terminated Employees *, Associate Timekeeper Groups with Supervisors * *denotes new 12.2 feature NOT included in

7 5 New and Changed Features Functional Area Change Description HRMS UK Comply with Recent Legislative Changes This patch consolidates the following UK Legislative changes that were included in the TYE patches, see Document ID for more details: Autumn Statement Changes Student Loan Changes 6th April 2017 Apprenticeship Levy Changes 2017, see Document ID Employer Payment Summary EDI Message (EPS) Full Payment Submission Report EDI Message (FPS) Earlier Year Updates RTI EYU Run Reconciliation Report, see Document ID RTI - Full Payment Submission (FPS) - Additional Reporting, see Document ID RTI - P60 Reports, see Document ID RTI - P60 Electronic Report Changes, see Document ID Scottish Rate of Income Tax Changes NI Prefix Changes Effective from November 2016 Payrolling of Benefits, see Document ID P11D Changes for Monthly Data Collection (MDC), see Document ID

8 Functional Area Change Description HRMS UK Other Changes Additional UK Legislative changes, see Document ID : BACS Report Changes - This patch changes the picking of the reference number from the Court Order and Direct Earnings Attachment element entry UK Direct Earnings Attachments (DEA) Reference Number Changes - Although the current element is not changed, you must now enter the reference number with the Issue Date appended to it in DDMMYYYY format, as follows: <Reference Number>-<Issue Date>. For example, School Work Force Changes - This patch changes the picking of the reference number from the Court Order and Direct Earnings Attachment element entry. Miscellaneous Changes o RTI - Create EPS Payment Values 2017/18 to record the values in Pence o P11D Summary sheet to report data including field descriptions and headers o Employer Pay Bill and Employer Pay Bill Interim balances correctly when payroll is processed for the employee multiple times in the same pay period o EPS packages have been changed so that apprenticeship levy details are reported on the EPS and GB Apprenticeship Levy Costing Sheet when the statutory recovery payment type is set to None o Prolog Print Media Type LE P60 report now reports Gender and DOB (date of birth) values correctly 8

9 Functional Area Change Description HRMS UK HRMS IE Payroll New Employee Claims (UK) Comply with Recent Legislative Changes Manage Assignment Set using Web ADI This enhancement enables employees to make variable pay claims using the self-service user interface. Using the new function, Employee Claims, employees can route these claims for approval. Claims can be monetary or time worked. This function is seamlessly integrated with approvals management so that claims can be routed through the approval cycle. Oracle HRMS for Ireland delivers the following legislative updates: P35 Legislative Changes P60 Legislative Changes 2017 Budget Amendments o Updates to Universal Social Charges (USC) thresholds & rates o USC Exemptions 2017 o USC Calculations for Late P2Cs Prior to this release, users could manage static assignment sets using the Oracle WebADI. Users could download an existing assignment set, make amendments, and then upload the modified assignment set. With this release, users can create and maintain dynamic assignment sets using the Web ADI capabilities. Users can specify the criteria and make amendments to the assignment sets that meet the criteria. Payroll Set the Action Parameter - Enable Costing Hierarchy for Balancing Segments from Frontend Users must ensure to include the Manage Assignment Set Self-service function, PAY_WS_ASGSET in the menu for users to access these integrators. The Enable Costing Hierarchy for Balancing Segments action parameter could be set only from the backend. In this release, the application has been enhanced to enable or disable this parameter using the frontend. 9

10 Functional Area Change Description Payroll Validate Rollback of Transfer to General Ledger Process The rollback of Transfer to General Ledger process does not validate if the post processes have been run for the batch on the General Ledger side. As a result rollback is allowed for Transfer to General Ledger at any point. Payroll New Costing Detail Report (generic) The application now validates and restricts the rolling back of the Transfer to General Ledger process, if the transferred data has been imported to Journals in General Ledger. The concurrent program Costing Detail Report (short Name: PAYRPCDRGL) that was available for legislations other than US and CA has been obsoleted. Instead a new concurrent program Costing Detail Report (generic) (short name: PYCDRGEN) is now available for all the other legislations. It does not include the GRE parameter. Users must remove this version of Costing Detail Report (PAYRPCDRGL) from their request group and add the new Costing Detail Report (generic) (PYCDRGEN) to the request group. The concurrent program Costing Detail Report (short Name: PAYRPCDR) is still available for the US and the Canada legislations and it includes the GRE parameter. Additionally, a new parameter, Costing Process is now included in the Costing Detail Report to generate the report based on the costing action along with the date range. 10

11 Functional Area Change Description International HR and Payroll Learning Management New Payroll Register Report * Use the Test Overview Panel in Online Test * This release delivers the Payroll Register Report for International Payroll. The report provides a consolidated overview of different payroll components such as earnings, deductions, and net pay for all employees under a business group. On the online test page, a new Test Overview Panel is added, which helps learners to see how many questions a test has and use the panel to navigate to any question in the test. In the Test Overview section, the colour of each question represents the following status of that question: Answered Answered or marked for review Marked for review Skipped Not answered The Questions region displays each question in a box with the question number. The question number is a hyperlink to that particular question and the background colour shows the status of that question, such as whether answered or skipped. A question number in boldface font indicates that the question is mandatory. Using the new Set Up Question Legends page, learning administrators can change the default colour of each of the question legends. 11

12 Functional Area Change Description Learning Management Learning Management Mark Classes as Certification Only * Subscribe to Certification and Enroll in Classes * Learning administrators can now mark classes as certification only using the new Certification only check box in the Create Class or Update Class page. The class will only be visible to learners as part of a certification and not as a standalone class. Administrators can select or deselect the Certification only check box at any point during the lifecycle of a class and regardless of enrolments in the class. Learners and administrators can now subscribe to a certification and enrol in relevant classes in one process. Once a learner has been subscribed to a certification, relevant classes for each course in the certification are shown for the learner. Use the Bulk Subscribe: Select Learners page to automatically enrol learners in classes that are a part of a certification. Note: This feature is not available when you subscribe a single learner using the Single Subscribe icon on the Add Subscriptions page or using the Add Single Subscription button on the Subscriptions page of a certification. Additionally, with this release, OLM provides the Unsubscribe and Unenroll button to unsubscribe learners from a learning certification and to simultaneously unenroll those learners from all classes that belong to courses in the certification. The Unsubscribe and Unenroll button is available in the following pages: Enrolments and Subscriptions Subscriptions 12

13 Functional Area Change Description Self-Service HR Use Nine Box Talent Matrixes Built on Oracle Application Development Framework (ADF) With this release, Oracle Self-Service Human Resources makes use of Oracle Application Development Framework (ADF) to display the following nine box matrixes on the Talent Profile page of a worker (employee or contingent worker): Potential vs Performance Retention vs Performance Note: Prior to this release, these components were based on the Adobe Flash technology. The following default templates are delivered to display talent matrixes in the nine box format. The nine box matrixes are built on Oracle Applications Development Framework (ADF). Default Retention vs. Impact of Loss Default Performance vs. Potential Default Performance vs. Retention System Implications: To view the ADF-based nine box matrixes, you must complete deployment steps in an Oracle WebLogic Server (WLS) instance. For more information, refer to the Oracle Succession Planning Implementation and User Guide. To edit the default templates, you require Oracle Succession Planning license and must have enabled the Talent Matrix tool in Oracle Succession Planning. If you do not deploy WLS and complete the necessary implementation steps, then the application provides an option to download or save PDF reports of nine box matrixes instead of displaying them. 13

14 Functional Area Functional Area Description Succession Planning Use Nine Box Talent Matrixes and Suitability Analyzer Built on Oracle Application Development Framework (ADF) With this release, Oracle Succession Planning makes use of Oracle Application Development Framework (ADF) to display the following components: Nine box talent matrixes: o Potential with performance o Retention with performance o Retention with impact of loss Suitability Analyzer Note: Prior to this release, these components were based on the Adobe Flash technology. Oracle Succession Planning provides the following default templates to display talent matrixes in the nine box format. The nine box matrixes are built on Oracle Applications Development Framework (ADF). Default Retention vs. Impact of Loss Default Performance vs. Potential Default Performance vs. Retention Oracle Succession Planning uses default templates to display talent matrixes in the following pages and tabs: Talent Profile page (of an employee) Worker Plan Details tab in the Succession Planning Portal page Create Succession Plan page Talent Matrix tab in the Succession Planning Portal page To view the ADF-based talent matrixes and Suitability Analyzer, you must complete deployment steps in an Oracle WebLogic Server (WLS) instance. For information about WLS server or domain setup, refer to the My Oracle Support Document

15 Functional Area Change Description Time and Labor Adjustment of Overtime - Payroll period Incompatibility with Time Card Period With this release, you can adjust weekly overtime for timecards with payroll periods that start at the end of the week. The application automatically adjusts the previous payroll period where overridden hours must be included for weekly overtime cap. Time and Labor Time and Labor Line Manager Time Entry for Terminated Employees * Associate Timekeeper Groups with Supervisors * HXT: Adjust Overtime to Previous Timecard Within Same Workweek Yes/No - This profile option determines if the application must adjust overtime to a previous timecard within the same work week in the event of paid absences/holidays/overtime elements being present in the timecard. With this release, line managers can make time entries for the terminated employees. With this release, you can use a new option of HR Supervisor to associate people to the Timekeeper Group along with the existing Assignment Set and Organization options. This enables you to associate all reportees of a selected supervisor to a Timekeeper Group with a single selection. 15

16 6 Current Known Issues Please refer to document Known Issues on Top of Patch R12.HR_PF.C.DELTA.10 (HRMS 12.2 RUP10) My Oracle Support Document ID Current Known Issues relating to RUP10 are listed below Bug Number / Product Symptoms Fix References Human Resources QRE :PER: Faulty Trigger PER_KR_ ADDRESSES_F3 Payroll Incorrect Element Set Processing in Payroll RETROPAY BY ELEMENT PROCESSES ELEMENT THAT IS EXCLUDED IN THE ELEMENT SET Customers upgrading to 12.2 HRMS RUP8 (R12.HR_PF.C.Delta.10), while creating trigger PER_KR_ ADDRESSES_F3, will encounter the following error for the file PER_KR_ ADDRESSES_X3.sql in the adworker log. PL/SQL procedure successfully completed. ERROR: ORA-24344: success with compilation error ORA-06512: at line 44 Warning: PL/ SQL compilation errors. Commit complete. For customers on 12c database, a RDBMS issue means elements sets are not functioning correctly. The process does not error but the element set is not applied correctly giving incorrect results. Customers can safely ignore the error. ORACLE TIME AND LABOR PAYROLL TIMECARDS Oracle Time and Labor Bug OTL: MAINTAIN TIMEKEEPER GROUPS NOT REMOVING EMPLOYEES AUTOMATICALLY Customers upgrading to R12.2 HRMS RUP10 try to maintain timekeeper groups using the OTL: Maintain Timekeeper Groups concurrent program and find that the employees who are no longer reporting to the supervisor are displayed in the timekeeper group. The concurrent program OTL: Maintain Timekeeper Groups does not remove the employees who no longer report to the same Supervisor from the Timekeeper group. To resolve this issue apply the patch: :R12. HXT.C. 16

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