EBS_122_Cum_RCD_HCM

ORACLE E-BUSINESS SUITE RELEASE CONTENT DOCUMENT Human Capital Management Release 12.2 (inclusive of 12.0.2 12.2.4) Prepared by EBS Product Management & Strategy Last Updated: July 28, 2014

Version: 1.0 Copyright 2014 Oracle Corporation All Rights Reserved

Table of Contents

1. Disclaimer 1 2. Introduction 2 2.1. Purpose of Document 2

3. New and Changed Features in Human Capital Management 3 3.1. Oracle Advanced Benefits 3

3.1.1. Release 12.0.3 (RUP3) 3 3.1.1.1. Reopen Life Events Process 3 3.1.1.2. Open Enrollment Window Modification 3 3.1.1.3. Tracking Ineligible to Ineligible Row Creation 3 3.1.1.4. Additional Input Parameters for Fast Formulas 3

3.1.2. Release 12.1.1 3 3.1.2.1. Enforce Minimum Coverage for Life Events with No Electable Choices 3 3.1.2.2. Restrict Display of Primary Care Provider 4 3.1.2.3. Enhanced Individual Contribution Distribution 4

3.1.3. Release 12.1.2 4 3.1.3.1. Use Default Enrollment to Reinstate Backed Out Intervening Events 4 3.1.3.2. Use a New System Profile to Carry Forward Certifications for Life Events without a Configured Coverage Restriction 5 3.1.3.3. Recalculate Imputed Income When Coverage Amount Changes Upon Receipt of Certification. 5 3.1.3.4. Suppress HIPAA if Participant Gains Electability in Alternate Plan Type 5

3.1.4. Release 12.1.3 5 3.1.4.1. User Defined Criteria for Dependent Eligibility 5

3.1.5. Release 12.1 HRMS RUP5 5 3.1.5.1. View Rate History in Self Service 5 3.1.5.2. Close Enrollment in Self Service 5 3.1.5.3. Reopen Reinstated Enrollment 5 3.1.5.4. Deactivate Communication Type 6 3.1.5.5. Eligibility for Person Changes and Communication Types 6 3.1.5.6. All Ineligible Flag for Compensation Objects 6 3.1.5.7. Use Person Selection rule for Extract Process 6 3.1.5.8. Delete Unrestricted Enrollment 6

3.1.6. Release 12.1 HRMS RUP6 7 3.1.6.1. Enhanced Life Event Summary Report 7 3.1.6.2. Trigger Life Events from Person and Assignment Information Types 7 3.1.6.3. Control Ability to Designate Participant as Beneficiary 7

3.1.7. Release 12.1 HRMS RUP7 7 3.1.7.1. Show/Hide by Plan Type on Self Service Selection Page 7 3.1.7.2. Exclude Dependents from System Extract 7 3.1.7.3. Limit Related Person Life Event Based on Loss of Coverage 7 3.1.7.4. Attachments During Self Service Enrollment 7 3.1.7.5. Email Documents Generated from System Extract 8 3.1.7.6. Email Benefit Confirmation Statements 8

3.2. Oracle Approvals Management 8 3.2.1. Release 12.0 HRMS RUP7 8

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document ii

3.2.1.1. View Approval History and Approvers 8 3.2.2. Release 12.1.1 8

3.2.2.1. Approval Deviations Report 8

3.3. Oracle Compensation Workbench 9 3.3.1. Release 12.0.2 (RUP2) 9

3.3.1.1. View All Compensation Detail Reports without Changing Responsibilities 9 3.3.1.2. Provide Responsibility-Based Plan Access to Administrators 9 3.3.1.3. Reduce Post Processing Time between Multiple Business Organizations 9 3.3.1.4. Perform Dynamic Calculations in Multiple Columns 9

3.3.2. Release 12.1.1 10 3.3.2.1. Anniversary Date Based Awards 10 3.3.2.2. Print Total Compensation Statements for Groups of Employees 10 3.3.2.3. Display the Worksheet Manager in the Switch To Manager Search Page 10 3.3.2.4. New Salary Proposal to be Explicitly Approved 10 3.3.2.5. Update Percentage of Eligible Salary in Employee Administration 10 3.3.2.6. View Performance Appraisal Details in Compensation Workbench 11

3.3.3. Release 12.1.2 11 3.3.3.1. Streamline the Promotions and Allocations Process with Enhanced Compensation Workbench Spreadsheet Download/Upload Features 11 3.3.3.2. Display Market Salary Survey Data in Compensation Workbench 11

3.3.4. Release 12.1.3 11 3.3.4.1. Performance and Promotion History Popup in Worksheet 11 3.3.4.2. Post Zero Salary Increases 12 3.3.4.3. Control Period for Viewing Appraisals in Compensation Allocation Worksheet 12 3.3.4.4. Refresh Plan, Employee and Summary Data from Compensation Workbench Home Page 12 3.3.4.5. Ensure Employees New Salary is within Grade Range 12

3.3.5. Release 12.1 HRMS RUP4 12 3.3.5.1. Proposed Grade Range, Proposed Grade Midpoint and Proposed Comparatio now Available for Spreadsheet Download 12 3.3.5.2. Run the Back-out Compensation Workbench Life Events Process for Single Person 12 3.3.5.3. Optionally Hide In Progress Salary Increases in Employee History 13 3.3.5.4. Download Data Using Web ADI 13

3.3.6. Release 12.1 HRMS RUP6 13 3.3.6.1. Email Employee Compensation Statements 13 3.3.6.2. Email Total Compensation Statements 13 3.3.6.3. Back out Compensation Workbench Postprocess 13

3.3.7. Release 12.1 HRMS RUP7 14 3.3.7.1. Download/Upload Allocation Worksheet Comments 14 3.3.7.2. Optionally Disable Drill Down Hyperlink in Online Total Compensation Statements 14 3.3.7.3. Display Position Title in Employee Total Compensation Statements 14

3.3.8. Release 12.2.4 14 3.3.8.1. Apply Digital Signatures to Authenticate Emailed Employee Statements 14 3.3.8.2. Apply Digital Signatures to Authenticate Emailed Employee Total Compensation Statements 14

3.4. Oracle HCM Configuration Workbench 15 3.4.1. Release 12.1.1 15

3.4.1.1. Configurator for Person/Assignment Spreadsheet Loader 15

3.5. Oracle Human Resources (Core HR) 15 3.5.1. Release 12.1.1 15

3.5.1.1. Knowledge Integration with ENWISEN 15 3.5.1.2. HR Help Desk 16 3.5.1.3. Access to Ex-Employee and Future-Dated Employee Records in User Based and Dynamic Security 16 3.5.1.4. Multi-Tenancy for Business Process Outsourcing vendors 16

3.5.2. Release 12.1.2 16 3.5.2.1. Use Search Criteria to Query Records in the People Window 16 3.5.2.2. Ability to change the Final Process Date when it is set same as the Last Standard Process Date 17

3.5.3. Release 12.1.3 17 3.5.3.1. Enhanced Document of Records 17 3.5.3.2. Ability to Restrict Negative Balance in Absence 17 3.5.3.3. Additional Parameters in BG_ABSENCE_DURATION Fast Formula 17

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document iii

3.5.3.4. Ability to use Dynamic Approvals in Checklist 17 3.5.3.5. Ability to view Criteria Set associated to Grade Step 17

3.5.4. Release 12.1 HRMS RUP5 18 3.5.4.1. Approvals in Global Deployment 18

3.5.5. Release 12.2 18 3.5.5.1. Workflow Synchronization 18 3.5.5.2. Update Records with Future Person Changes 18

3.6. Oracle Human Resources Extensions for Endeca 18 3.6.1. V5 18

3.6.1.1. Workforce Explorer 18

3.7. Oracle HRMS (Australia) 19 3.7.1. Release 12.0.3 (RUP3) 19

3.7.1.1. Nominate Employee Termination Payments (ETP) as Transitional or Non-Transitional Life Benefit Payments 19 3.7.1.2. Comply with Statutory Updates for EOY 2007 19 3.7.1.3. Override the Eligibility Set on the Element to Pay the Long Service Leave Amount 20

3.7.2. Release 12.0.4 (RUP4) 20 3.7.2.1. Multiple ETP Payment Summary 20

3.7.3. Release 12.0.5 (RUP5) 20 3.7.3.1. Pay Multiple Employment Termination Payments (ETP) and Generate Separate ETP Payment Summaries 20 3.7.3.2. Display Multiple ETPs on Termination Report 20 3.7.3.3. Use the Changed ETP Payment Summary Layout 2007 20 3.7.3.4. Report Employees Tax File Number (TFN) to Super Fund 20 3.7.3.5. Calculate Extra Withholding Amounts for Advance Payments 21 3.7.3.6. Deduct Retro Pretax Amounts from Retro Earnings 21

3.7.4. Release 12.0 HRMS RUP7 21 3.7.4.1. Calculate Payroll Using the Updated Payroll Tax Rates 21 3.7.4.2. Report Allowances Using Balance Attributes 21

3.7.5. Release 12.1.2 21 3.7.5.1. Rehire Before Final Process Date 21

3.7.6. Release 12.1.3 22 3.7.6.1. Enable Retro Overlap for Australia 22

3.7.7. Release 12.1 HRMS RUP5 22 3.7.7.1. AU local address style and upgrade 22 3.7.7.2. AU Year End Enhancements 22 3.7.7.3. AU Payroll Reconciliation Summary report in XL output 22

3.7.8. Release 12.1 HRMS RUP6 22 3.7.8.1. AU Multiple Payment Summary Amendment 22

3.8. Oracle HRMS (Belgium) 22 3.8.1. Release 12.0 HRMS RUP7 22

3.8.1.1. Enter NI for Employees Whose Nationality is Not Belgian or Country of Birth is Not Belgium 22

3.9. Oracle HRMS (Canada) 23 3.9.1. Release 12.0 HRMS RUP7 23

3.9.1.1. Comply with Canadian Cheque Specification Changes 23 3.9.2. Release 12.1.2 23

3.9.2.1. Use Retro Overlap Enabled for Canada Payroll 23 3.9.3. Release 12.1 HRMS RUP5 23

3.9.3.1. Canadian Cheque Writer (XML), Canadian Deposit Advice (XML) and Canadian Third Party Cheque Writer (XML) 23 3.9.3.2. Payroll Exception Report 23

3.9.4. Release 12.1 HRMS RUP7 23 3.9.4.1. Payslip Modeler 23 3.9.4.2. Rehire Before Final Process Date 24

3.10. Oracle HRMS (China) 24 3.10.1. Release 12.0.3 (RUP3) 24

3.10.1.1. Specify Tax and Social Insurance Contribution Area Codes Using a Maximum of 3 Characters 24

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document iv

3.10.2. Release 12.0.5 (RUP5) 24 3.10.2.1. Count the Year of Service for Calculating Severance Payments 24 3.10.2.2. Display Employee Numbers Greater Than Five Characters Using Direct Deposit 24 3.10.2.3. Represent Tax Areas and Social Insurance Contribution Area Codes Using a Maximum of Three Characters 24 3.10.2.4. Use New Tax Exempt Amount to Meet Statutory Requirements 24 3.10.2.5. Calculate the Average Monthly Working Days Using New Value 24

3.10.3. Release 12.0 HRMS RUP7 25 3.10.3.1. Make Pre-Tax Non-Statutory Deductions Prior to IIT Calculations 25

3.10.4. Release 12.1 HRMS RUP6 25 3.10.4.1. CN PHF/SI Retro Changes 25

3.11. Oracle HRMS (Denmark) 26 3.11.1. Release 12.0.3 (RUP3) 26

3.11.1.1. Record Maternity/Adoption Absences 26 3.11.1.2. Select Holiday Accrual during Maternity/Adoption Leave 26 3.11.1.3. Record and Use the Public Holiday Accrual and Payment Rates 26 3.11.1.4. Process Multiple Pension Payments for Employees Based on 2006 Legislative Changes 26 3.11.1.5. Use the Notional Pay Classification for Deduction Elements Not Payable to the Employee 26 3.11.1.6. Use the Enhanced Absence Maternity Element to Process Part Time Maternity Absences 26 3.11.1.7. Use the Modified Company Car Benefits in Kind functionality 26 3.11.1.8. Create Lunar Period Payrolls 26 3.11.1.9. Print Batch Payslips 27 3.11.1.10. Process Payments for Employees Based on 2007 Legislative Changes 27 3.11.1.11. Classify the Employees as Salaried/Hourly to Process Payrolls 27 3.11.1.12. Use the Balance Initialization Process 27 3.11.1.13. Use RetroPay Functionality to Pay Backdated Amounts to Employees 27 3.11.1.14. Override the use of Normal Periodic Deduction Value in Tax Calculation 27

3.11.2. Release 12.0.4 (RUP4) 27 3.11.2.1. Support the Payment Electronic File Format Changes 27

3.11.3. Release 12.0 HRMS RUP7 27 3.11.3.1. Use Holiday Pay Changes 27 3.11.3.2. Use Updated Danish Tax Card Upload Process 28 3.11.3.3. Comply with Statutory Changes for 2009 28

3.11.4. Release 12.1.2 28 3.11.4.1. Use Balance Reporting Architecture 28 3.11.4.2. Prevent Loss of Latest Balances 28 3.11.4.3. View Magtape Output Window 28 3.11.4.4. View Absence Statistics Report 28 3.11.4.5. View Additional Labor Cost Report 28

3.11.5. Release 12.1 HRMS RUP5 29 3.11.5.1. E- Holiday Card 29


3.12. Oracle HRMS (Finland) 30 3.12.1. Release 12.0.3 (RUP3) 30

3.12.1.1. Use the New Pension Insurance Type to Generate Pension Payments and Reports 30 3.12.1.2. Generate the Statutory Payroll Reports 30 3.12.1.3. Calculate and Report the Subsidy for Low-paid Employees 30 3.12.1.4. Process Payments for Employees Based on 2007 Legislative Changes 30 3.12.1.5. Use the Balance Initialization Process 30

3.12.2. Release 12.0 HRMS RUP7 30 3.12.2.1. Use EOY0809 Legislative Changes for Payroll Tax Year 2009 30 3.12.2.2. Use EOY0809 Legislative Changes for Payroll Tax Year 2008 31

3.13. Oracle HRMS (France) 31 3.13.1. Release 12.0 HRMS RUP7 31

3.13.1.1. Use New Training Reports 31

3.14. Oracle HRMS (Hong Kong) 31 3.14.1. Release 12.0.3 (RUP3) 31

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document v

3.14.1.1. Specify the Format for Your Statement of Earnings 31 3.14.2. Release 12.0.4 (RUP4) 31

3.14.2.1. Calculate Proportionate Earnings during Changes in a Payroll Period 31 3.14.3. Release 12.1 HRMS RUP5 32

3.14.3.1. Rehire before final process date 32

3.15. Oracle HRMS (India) 32 3.15.1. Release 12.0.3 (RUP3) 32

3.15.1.1. Statutory Change to Exempt Employees from Paying Employee ESI Contribution 32 3.15.2. Release 12.0.5 (RUP5) 32

3.15.2.1. Rehire Employees Before their Final Close Date 32 3.15.2.2. Generate and Print Provident Fund Monthly Report and e-files 32 3.15.2.3. Comply with Statutory Updates for 2007 32

3.15.3. Release 12.0 HRMS RUP7 33 3.15.3.1. Calculate Taxable Part on Fringe Benefit for Super Annuation Fund Payments 33 3.15.3.2. Use the latest PF/ESI Wage Ceiling for Disabled Employees 33 3.15.3.3. Use the Latest Professional Tax Slab Rates for Karnataka 33

3.15.4. Release 12.1.1 33 3.15.4.1. Labor Welfare Fund Deduction 33 3.15.4.2. Discoverer EUL Support for India HRMS Payroll Information 34 3.15.4.3. UI to Submit Medical and Leave Travel Claims 34 3.15.4.4. Support Tax Year from March to April 34

3.15.5. Release 12.1.2 34 3.15.5.1. India Reconciliation of EFT Payments 34

3.15.6. Release 12.1.3 35 3.15.6.1. Capturing of LIC Policy Number in the Employee Tax Declaration 35 3.15.6.2. Voluntary Provident Fund (VPF) details in the Employee Tax Declaration 35 3.15.6.3. Enabled Payroll Exception Reporting 35

3.15.7. Release 12.1 HRMS RUP6 35 3.15.7.1. Full Support for Digital Signature in Form 16/Form 12B and Other Changes 35 3.15.7.2. Full Support for India Public Sector Payroll 35 3.15.7.3. IN Electronic Challan Cum Return (ECR)-2012 36

3.16. Oracle HRMS (Ireland) 36 3.16.1. Release 12.0.3 (RUP3) 36

3.16.1.1. Run the Tax Credit Upload Process to Validate Accurate Revenue File Checking 36 3.16.2. Release 12.0.5 (RUP5) 36

3.16.2.1. Comply with Recent Statutory Updates 36 3.16.3. Release 12.0 HRMS RUP7 37

3.16.3.1. Use the New IE Cessation Report 37 3.16.3.2. Comply With Recent Statutory Updates 37

3.16.4. Release 12.1.2 38 3.16.4.1. Use Cash Management Integration for EFT Payments 38 3.16.4.2. Report Payroll Exception 38 3.16.4.3. Use Purge Process 38 3.16.4.4. Group Action Parameters 38 3.16.4.5. Prevent Loss of Latest Balances 38 3.16.4.6. View Cost Allocations 38 3.16.4.7. View Magtape Output Window 38 3.16.4.8. National Employment Survey (NES Report) 38


3.17. Oracle HRMS (Italy) 39 3.17.1. Release 12.0 HRMS RUP7 39

3.17.1.1. Use the Renamed Family Name Field 39

3.18. Oracle HRMS (Japan) 39 3.18.1. Release 12.0.3 (RUP3) 39

3.18.1.1. Print Employee Number on Published Insurance Premium Exemption and Spouse Special Deduction Form for Salary Earner 39 3.18.1.2. Calculate and Archive Accident Insurance Information 39

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document vi

3.18.2. Release 12.0.4 (RUP4) 39 3.18.2.1. Statutory Changes for 2007 39

3.18.3. Release 12.0 HRMS RUP7 40 3.18.3.1. Display Target Year Within Salary Payment Report 40 3.18.3.2. Support for Transfer with Zengin Format 40

3.18.4. Release 12.1.2 40 3.18.4.1. Use Salary Payment Report in e-file 40 3.18.4.2. Receive Local Tax Data in e-file 40 3.18.4.3. Use Wage ledger/Payment deduction report 40 3.18.4.4. Rehire employees before final processing date 40 3.18.4.5. Use Workers Register Report 40 3.18.4.6. Use Employee details report 40

3.18.5. Release 12.1.3 41 3.18.5.1. Use Separation Certificate 41 3.18.5.2. Use Withholding Income Tax for Termination Income Report 41

3.19. Oracle HRMS (Kuwait) 41 3.19.1. Release 12.0.3 (RUP3) 41

3.19.1.1. Produce Report 166 for the PIFSS Based on Revised Rates 41 3.19.2. Release 12.0 HRMS RUP7 41

3.19.2.1. Use the Payroll Exception Report 41 3.19.3. Release 12.1.2 41

3.19.3.1. Use Cash Management Integration for EFT Payments 41 3.19.3.2. View Magtape Output Window 42 3.19.3.3. Prevent Loss of Latest Balances 42


3.20. Oracle HRMS (Korea) 42 3.20.1. Release 12.0.3 (RUP3) 42

3.20.1.1. Meet the Statutory Updates for the YEA Tax Receipt for 2007 42 3.20.2. Release 12.0.4 (RUP4) 43

3.20.2.1. Comply with Statutory Changes for 2007 43 3.20.3. Release 12.0.5 (RUP5) 43

3.20.3.1. Comply with the Updated Layout for Year End Adjustment Ledger Report and the RTF Template 43 3.20.3.2. Display Non-Taxable Earnings in Non-Statutory and Statutory Separation Pay Tax Receipt 43 3.20.3.3. Use the Updated Exemption Rate for Investment Partnership 43 3.20.3.4. Calculate the Tax Break Amount Using the New Value 43 3.20.3.5. Identify Korean Citizens as Foreigners and be Eligible for Tax Exemptions 43 3.20.3.6. Record Donation Receipt Number for Easy Identification 44 3.20.3.7. Exclude Double Exemption for Medical Expenses 44 3.20.3.8. Comply with the YEA Reclaim Sheet Layout Changes 44 3.20.3.9. Comply with the Latest Statutory Changes for 2008 44 3.20.3.10. Use the Updated Health Insurance and National Pension Premium Rates 44 3.20.3.11. Calculate Tax Exemptions for Employees With a New Born or Adopted Child 44 3.20.3.12. Use the Updated Foreign Worker Income Exemption Rates 44 3.20.3.13. Record Both Summary and Details for Medical Expenses 45

3.20.4. Release 12.0 HRMS RUP7 45 3.20.4.1. Maintain Detailed Donation Information for Dependents 45 3.20.4.2. Comply with the Latest Detailed Medical Information Updates 45 3.20.4.3. Record Type B Tax Group Information 45 3.20.4.4. Comply with the 2008 Layout Updates for KR Year End Adjustment Tax Receipt 45 3.20.4.5. Use the Latest Layout for YEA Ledger Report 46 3.20.4.6. Comply with the YEA Reclaim Sheet Changes 46 3.20.4.7. Comply with Statutory Updates for 2008 46 3.20.4.8. Record Additional Children Exemption for Dependents 46 3.20.4.9. Display Double Exemption for Medical Expense 47 3.20.4.10. Display Detailed Donation Information in the e-File 47 3.20.4.11. Use the Updated Statutory and Non-Statutory Separation Pay E-Files 47

3.20.5. Release 12.1.3 47 3.20.5.1. Rehire before final close for Korea 47

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document vii

3.20.6. Release 12.1 HRMS RUP5 47 3.20.6.1. KR XML Data Extract/Upload (extend legislation coverage) 47

3.20.7. Release 12.1 HRMS RUP6 47 3.20.7.1. KR YEA XML Data Extract 47

3.21. Oracle HRMS (Mexico) 48 3.21.1. Release 12.0.3 (RUP3) 48

3.21.1.1. Manage Social Security Information through Integrated Archiver 48 3.21.1.2. Successfully Create and Save GRE Organizations 48 3.21.1.3. Implement and Archive Change of GRE for Employees 48 3.21.1.4. Specify Names of Over 15 Characters as Timecard Approvers 48 3.21.1.5. Specify Legal Employer when Running the DIM Report 48 3.21.1.6. Run QuickPay with IDW Elements in Spanish Instances 48 3.21.1.7. View IDSE File Content More Easily 49 3.21.1.8. Access State Tax Rules DFF without Errors 49 3.21.1.9. Use the hr_mx_ex_employee_api.mx_final_process_emp API without Errors 49

3.21.2. Release 12.0.4 (RUP4) 49 3.21.2.1. North American 2007 Reporting Enhancements and Statutory Updates 49

3.21.3. Release 12.0.5 (RUP5) 49 3.21.3.1. Comply with Employer State Tax Changes 49 3.21.3.2. Comply with ISR Tax Changes 49

3.21.4. Release 12.0 HRMS RUP7 49 3.21.4.1. Use the ISR Periodic Tax Adjustments 49 3.21.4.2. Use the New BI Publisher Report "ISR Subsidy For Emp Paid" 49

3.21.5. Release 12.1 HRMS RUP7 50 3.21.5.1. Payroll Simulator 50 3.21.5.2. SS Archiver Reports (SUA extracts and SS Affiliation) 50 3.21.5.3. Rehire Before Final Process Date 50

3.22. Oracle HRMS (Netherlands) 50 3.22.1. Release 12.0.3 (RUP3) 50

3.22.1.1. Make the Civilian Service Number Optional (Previously the SOFI Number) 50 3.22.1.2. Use New Dutch First Day Notification Report 50 3.22.1.3. Group Multiple Assignments by Employer 50 3.22.1.4. Use New Profile Options 51 3.22.1.5. Support Refund of ZVW Contributions to Employees 51 3.22.1.6. Include Latest Assignment Details in the Dutch ATS Reports 51 3.22.1.7. Use Enhanced Life Saving Scheme Features 51 3.22.1.8. Use Updated Reports to Support Legislative Changes 51 3.22.1.9. Use New Wage Subsidies for P8ayroll Processing 52 3.22.1.10. Support for Late Hire Processing in Payroll 52 3.22.1.11. Use the New Adjustment Component to Carry Forward Earnings 52 3.22.1.12. Process Tax and SI Balances using AAOP instead of IP High and IP Low Pension Schemes 52 3.22.1.13. Use the Modified Dutch Annual Tax Statement Report 52 3.22.1.14. Use New Dutch Element RetroPay Setup Report to Display Retro Setup of User Element 52 3.22.1.15. Reduce Data Volumes and Improve Performance by Producing Fewer Run Result Values 53 3.22.1.16. Configure Precision of Maximum Salary Type 53

3.22.2. Release 12.0.4 (RUP4) 53 3.22.2.1. Year End Report 53

3.22.3. Release 12.0 HRMS RUP7 53 3.22.3.1. Use Updated Wage Reports for 2009 53 3.22.3.2. Use New Tax Code 950 53 3.22.3.3. Use Labor Handicap Discount/Old Age Discount Changes 53 3.22.3.4. Use Tax table Changes for 2009 53 3.22.3.5. Use Updated Dutch Wage Report 54 3.22.3.6. Use ZVW Changes 54 3.22.3.7. Use the Updated Addressing Female Employee Field in the Person Window 54

3.22.4. Release 12.1.2 54 3.22.4.1. Use Cash Management Integration for EFT Payments 54 3.22.4.2. Use Payroll Exception Report 54 3.22.4.3. Group Action Parameter 54

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document viii

3.22.4.4. View Cost Allocations 54 3.22.4.5. View Magtape Output Window 54

3.22.5. Release 12.1 HRMS RUP5 55 3.22.5.1. Labor Cost Arrangement (LCA) 55 3.22.5.2. Digital Sickness Reporting 55

3.23. Oracle HRMS (New Zealand) 56 3.23.1. Release 12.0.3 (RUP3) 56

3.23.1.1. Contribute and Report the KiwiSaver Deductions to Inland Revenue 56 3.23.2. Release 12.0 HRMS RUP7 56

3.23.2.1. Comply with Latest Statutory Updates for October 2008 56 3.23.2.2. Use Enhanced Retropay to Calculate Back-dated KiwiSaver Contributions 56 3.23.2.3. Comply with the Latest Statutory Updates from April 2009 56

3.24. Oracle HRMS (Norway) 57 3.24.1. Release 12.0.3 (RUP3) 57

3.24.1.1. Use the Documents of Record Functionality to Store Document Information 57 3.24.1.2. Use the Modified NUS-2000 Code for the Employee's Qualification Type 57 3.24.1.3. Process Holiday Pay for Your Employees 57 3.24.1.4. Process All Absence Categories to Administer Absence Pay Effectively 57 3.24.1.5. Generate Sickness Leave and Absence Statistics Report 57 3.24.1.6. Calculate the Impact of Reimbursements of Absence and Holiday Pay on Employer Contribution 57 3.24.1.7. Use the Self-Service Tax Card Interface to Enter Tax Card Details 57 3.24.1.8. Generate Online Payslip 57 3.24.1.9. Stay informed with New Payroll Reports 57 3.24.1.10. Process Payments for Employees Based on 2006 Taxation Changes 58 3.24.1.11. Process Payments for Employees Based on 2006 Legislative Changes 58 3.24.1.12. Support Recent Legislative Changes 58 3.24.1.13. Use Advance Pay to Pay Employees in Advance 58 3.24.1.14. Use RetroPay Functionality to Pay Backdated Amounts to Employees 59 3.24.1.15. Print Batch Payslips 59 3.24.1.16. Reduce Data Volumes and Improve Performance by Producing Fewer Run Result Values 59 3.24.1.17. Implement Mandatory Occupational Pension Scheme 59 3.24.1.18. Use the Balance Initialization Process 60 3.24.1.19. Improve the Performance of Oracle Payroll Processing 60

3.24.2. Release 12.0 HRMS RUP7 60 3.24.2.1. Comply with Legislative Changes for 2007/2008 60 3.24.2.2. Comply with EOY0708 Legislative Changes effective from 2008 60


3.25. Oracle HRMS (Romania) 61 3.25.1. Release 12.2 61

3.25.1.1. Employee Identification 61 3.25.1.2. Employment 61 3.25.1.3. Organizations 61

3.26. Oracle HRMS (Saudi Arabia) 61 3.26.1. Release 12.0 HRMS RUP7 61


3.26.2.1. Use Cash Management Integration for EFT Payments 62 3.26.2.2. Display Balance Breakdown 62 3.26.2.3. View Magtape Output Window 62 3.26.2.4. Prevent Loss of Latest Balances 62 3.26.2.5. Purge Process 62

3.26.3. Release 12.2.4 62 3.26.3.1. Rehire Before Final Process Date 62 3.26.3.2. Public Sector Changes 62

3.27. Oracle HRMS (Singapore) 64 3.27.1. Release 12.0.3 (RUP3) 64

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document ix

3.27.1.1. Use Revised Foreign Workers Levy Rates and New Permit Categories 64 3.27.1.2. Comply with New Regulations of the Central Provident Fund 64

3.27.2. Release 12.0 HRMS RUP7 64 3.27.2.1. Comply with the Latest SDL Updates 64 3.27.2.2. Use the Updated IRASLine Format 64 3.27.2.3. Submit the CPF Line Report/Magtape Using the New CPF Submission Number 64 3.27.2.4. Use the Latest Rates for Mosque and Mendaki Fund Contributions 65

3.27.3. Release 12.1.2 65 3.27.3.1. Singapore IRAS Amendment Process 65

3.28. Oracle HRMS (South Africa) 65 3.28.1. Release 12.0.3 (RUP3) 65

3.28.1.1. Generate and Submit Workplace Skills Plan Reports 65 3.28.2. Release 12.0.4 (RUP4) 66

3.28.2.1. UIF Annual Limit 66 3.28.3. Release 12.0.5 (RUP5) 66

3.28.3.1. Comply with Statutory Updates for End of Year (EOY) 2008 66 3.28.4. Release 12.0 HRMS RUP7 66

3.28.4.1. Use the Updated Official Interest Rate (effective September 2008) 66 3.28.4.2. Use the Updated Official Interest Rate (effective March 2009) 66 3.28.4.3. Use Tax Year End 2009 Changes 66 3.28.4.4. Use Budget Speech Changes from 01-Mar-2009 66

3.28.5. Release 12.1.2 66 3.28.5.1. Use Cash Management Integration for EFT Payments 66 3.28.5.2. Display Balance Breakdown 67 3.28.5.3. View Cost Allocations 67 3.28.5.4. View Magtape Output Window 67 3.28.5.5. Use EMP201 Report 67 3.28.5.6. Use Net to Gross Functionality 67 3.28.5.7. Run the Tax Year End Data Validation Report any time 67

3.28.6. Release 12.1.3 67 3.28.6.1. Payroll Exception Reporting 67

3.28.7. Release 12.1 HRMS RUP5 67 3.28.7.1. Tax Register Report (XML) 67

3.28.8. Release 12.2.4 68 3.28.8.1. View and print Income Tax Certificates via Employee Self Service 68

3.29. Oracle HRMS (Spain) 68 3.29.1. Release 12.0 HRMS RUP7 68

3.29.1.1. Use the Updated NIE Format 68 3.29.1.2. Share CAC Numbers at New Levels 68

3.30. Oracle HRMS (Sweden) 68 3.30.1. Release 12.0.3 (RUP3) 68

3.30.1.1. Process Holiday Pay for Your Employees 68 3.30.1.2. Use the Balance Initialization Process 69 3.30.1.3. Process Sickness Pay for Your Employees 69 3.30.1.4. Generate Online Payslip 69 3.30.1.5. Use the Tax Card User Interface to Enter Tax Card Details 69 3.30.1.6. Manage End of Year Changes for 2006 69 3.30.1.7. Generate Payroll Reports for Statutory Compliance 69

3.30.2. Release 12.0.5 (RUP5) 70 3.30.2.1. Generate and Submit ALECTA Report 70 3.30.2.2. Print Batch Payslips 70

3.30.3. Release 12.0 HRMS RUP7 70 3.30.3.1. Use Updated Tax Tables and Tax Declaration Report 70 3.30.3.2. Use Updated Income Statement Reports and KU Reports (End of Year Changes 2009) 70

3.31. Oracle HRMS (UAE) 70 3.31.1. Release 12.0 HRMS RUP7 70


Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document x

3.31.2.1. Use Cash Management Integration for EFT Payments 70 3.31.2.2. View Magtape Output Window 70 3.31.2.3. Prevent Loss of Latest Balances 71


3.32. Oracle HRMS (UK) 71 3.32.1. Release 12.0.3 (RUP3) 71

3.32.1.1. No Longer Need to Specify the National Identifier When Hiring Employees in SSHR 71 3.32.1.2. Calculate Accurate Average Earnings for Employees with Multiple Assignments 71 3.32.1.3. Generate Accurate Payroll Calculations Subsequent to Performing a Reverse Payroll Run 71 3.32.1.4. Display Accurate Details in the Payroll Summary Report 72 3.32.1.5. Accurately Employ Adjustments Against Court Order Elements 72 3.32.1.6. Specify Average Earning Amounts for Maternity Pay 72 3.32.1.7. Display the Correct Week in the Pay Advice Report 72 3.32.1.8. Use the Date Worked Payment Method to Pay Non-Recurring Claims 72

3.32.2. Release 12.0.5 (RUP5) 72 3.32.2.1. Use the New NUVOS Pension Scheme to Comply with Recent Statutory Updates 72 3.32.2.2. Use the New Local Government Pension Scheme (LGPS) to Comply with Statutory Changes 72 3.32.2.3. Comply with Statutory Changes to P46 Car EDI 72 3.32.2.4. Comply with Statutory Updates to P14 EDI 73 3.32.2.5. Comply with Pre-Budget Statutory Updates 73 3.32.2.6. Comply with Start of Year Statutory Updates 73 3.32.2.7. Comply with NI Rollup Statutory Updates 73 3.32.2.8. Comply with Statutory Updates to In Year Filing Reports 73

3.32.3. Release 12.0 HRMS RUP7 74 3.32.3.1. Comply with Recent Statutory Changes 74

3.32.4. Release 12.1.2 75 3.32.4.1. Upgrade Latest Balance Table 75 3.32.4.2. Partial Period Accruals 75 3.32.4.3. Use Cash Management Integration for EFT Payments 75 3.32.4.4. View Cost Allocations 76 3.32.4.5. View Magtape Output Window 76 3.32.4.6. Prevent Loss of Latest Balances 76 3.32.4.7. Use Field KIT Days 76 3.32.4.8. P6/P9 Output 76 3.32.4.9. View SOE Balances 76

3.32.5. Release 12.1.3 76 3.32.5.1. BI Publisher (eText) Reports 76 3.32.5.2. Start Of Year (SOY) Future Changes Validation check 77 3.32.5.3. Defaulting PAYE Aggregation for Secondary Assignments 77 3.32.5.4. School Workforce Census Reporting (Public Sector) 77

3.32.6. Release 12.1 HRMS RUP4 77 3.32.6.1. New Manager SSHR Region to Record Evidence for Sickness Absence 77

3.32.7. Release 12.1 HRMS RUP5 78 3.32.7.1. Payroll Groups 78

3.32.8. Release 12.2 78 3.32.8.1. Element Register Report enabled 78


3.33. Oracle HRMS (US) 78 3.33.1. Release 12.0.4 (RUP4) 78

3.33.1.1. Use Ethnic Categories Recognized by Agencies for EEO-1, EEO4, EEO5, and IPEDS Reports 78 3.33.1.2. Obtain VETS-100 Reports Based on the Previous Year 79 3.33.1.3. Statutory Changes to EEO-1 Paper and Magnetic Reports 79 3.33.1.4. Control Resident Wage Accumulation and Tax Calculation 79 3.33.1.5. Use Open Plan Solution Formats for TIAA-CREF Files 79 3.33.1.6. Capture Make-up Amounts for Roth Contributions on W-2s 79 3.33.1.7. Identify Initial and Subsequent Corrections on W-2Cs 80 3.33.1.8. Submit the Florida State Quarterly Wage Listings File in XML Format 80

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document xi

3.33.2. Release 12.0.5 (RUP5) 80 3.33.2.1. Comply with State of Maryland - W-2 Magnetic Media Updates 80 3.33.2.2. Comply with Social Security Administration Changes 80 3.33.2.3. Comply with JIT and School District Updates 80

3.33.3. Release 12.0 HRMS RUP7 80 3.33.3.1. Correctly Print Multiple Child Support Attachment Numbers and Amounts on Third Party Checks and Third Party NACHA Output 80 3.33.3.2. Override Garnishment Minimum Wage Rules and Factors to Comply with non-Standard Involuntary Deduction Requirements 80 3.33.3.3. Create Custom BI Publisher Templates for Payroll 81 3.33.3.4. Use New Retro Overlap Functionality 81

3.33.4. Release 12.1.2 81 3.33.4.1. Cash Management Integration with US Payroll for EFT (NACHA) Reconciliation 81 3.33.4.2. Select Custom Template When Printing Employee W-2s 81 3.33.4.3. XML-Based Employer W-2 to be Filed With the State Report 81

3.33.5. Release 12.1.3 81 3.33.5.1. Produce Printable and Customizable Online Payslips 81

3.33.6. Release 12.1 HRMS RUP5 81 3.33.6.1. New XML-Based Third Party Check Writer Process 81 3.33.6.2. Override State Withholding Lines in Self Service 82 3.33.6.3. New Override Check Date for Check Writer (XML) Report 82

3.33.7. Release 12.1 HRMS RUP6 82 3.33.7.1. Employees Can Now Model Their Paychecks Online! 82 3.33.7.2. Employee W-2c Now Available Online 82 3.33.7.3. New XML-Based Employee W-2c PDF Report More Versatile and Robust 82

3.33.8. Release 12.1 HRMS RUP7 82 3.33.8.1. Support for Local Employer Taxes 82 3.33.8.2. Support for State Tax Levies 83

3.34. Oracle iRecruitment 83 3.34.1. Release 12.0.3 (RUP3) 83

3.34.1.1. Automatically Enroll New Hires into Compensation Plans Included in their Jobs Offers 83 3.34.2. Release 12.0 HRMS RUP7 83

3.34.2.1. Use the Changed Vacancy Status Field When Creating or Updating Vacancies 83 3.34.2.2. Reconsider Terminated Applications 83 3.34.2.3. View Annualized Salary Details When Creating or Updating Offers 83 3.34.2.4. Warn Managers Or Display an Error Message if an Active Offer Exists During Offer Extension 84 3.34.2.5. View Offer Status and Offer Last Update Date for Applicants 84 3.34.2.6. View Offer Approval History 84 3.34.2.7. Search for Closed Offers 84 3.34.2.8. Withdraw Offers 85

3.34.3. Release 12.1.1 85 3.34.3.1. Interview Management 85 3.34.3.2. Recruitment Communications 85 3.34.3.3. Employee Referrals 86 3.34.3.4. Notifications for New Job Applications and Application Status Changes 86 3.34.3.5. Enhanced Searches 86 3.34.3.6. Attachments in Vacancy and Offers 86 3.34.3.7. Dashboards for Hiring Manager and Recruiter 87 3.34.3.8. Reconsider Terminated Applications 87 3.34.3.9. Offer Withdrawal 87

3.34.4. Release 12.1.2 87 3.34.4.1. Create External User Accounts for Candidate Records Created by Managers and Recruiters 87 3.34.4.2. Use RSS Feeds links when searching for Jobs 88 3.34.4.3. Use Hyperlinks in the Notifications to Navigate to iRecruitment Pages 88 3.34.4.4. View Interview iCalendar file (.ics file) Attachments in Notifications 88 3.34.4.5. View Salary Amounts in the Corporate Currency 88 3.34.4.6. View Resume and Documents on iRecruitment pages 88 3.34.4.7. Provide comments while withdrawing job applications or terminating job applications 89 3.34.4.8. Use Document type restriction for file uploads 89 3.34.4.9. View Job Details and Candidate Details in Popup windows on iRecruitment pages 89

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document xii

3.34.4.10. Record Notes on Applicants 89 3.34.5. Release 12.1.3 89

3.34.5.1. Candidate Profile 89 3.34.5.2. Find Duplicates 90 3.34.5.3. HR-XML 2.5 Compliance for Job Board Posting 90 3.34.5.4. Salary Basis and/or Proposed Salary fields non-mandatory 90 3.34.5.5. Dated Updates for Application Statuses 90 3.34.5.6. Offer related changes for Employee Applicants 91

3.34.6. Release 12.1 HRMS RUP4 91 3.34.6.1. View Application Details of a Hired Applicant 91 3.34.6.2. Initiate Self Service HR Applicant Hire Process from Offers 91 3.34.6.3. Dynamically populate the Vacancy and Application Status LOVs in iRecruitment 91

3.34.7. Release 12.1 HRMS RUP5 92 3.34.7.1. Access to internal job site for contingent workers 92

3.34.8. Release 12.1 HRMS RUP6 92 3.34.8.1. Applicant Time Resume 92 3.34.8.2. Administer Assessment in Multiple Languages 92 3.34.8.3. View All Scheduled Interviews 92 3.34.8.4. Upload Offer Letters When Creating or Updating Offers 92 3.34.8.5. View Complete Interview Location Address Details 93 3.34.8.6. Control the Ability of Managers to Apply for Vacancies Created by Subordinate Employees in Their Supervisor Hierarchy 93 3.34.8.7. Auto Complete Disabled for Certain Fields in iRecruitment 93 3.34.8.8. Enter Key Mapped with Go Button for Specific Fields in iRecruitment 93 3.34.8.9. Avoid Issues When Using DMZ Instance for iRecruitment 93

3.34.9. Release 12.2 93 3.34.9.1. Multi Location Vacancy 93

3.35. Oracle iRecruitment Extensions for Endeca 94 3.35.1. Release 12.1.3+ 94

3.35.1.1. Job Search for Candidates 94

3.36. Oracle International HR and Payroll 94 3.36.1. Release 12.1 HRMS RUP5 95

3.36.1.1. Support for Payroll Archiver 95 3.36.1.2. Online Payslip 95 3.36.1.3. Rehire before FPD 95 3.36.1.4. Direct Deposit 95 3.36.1.5. Support for Enhanced Retro Pay 95 3.36.1.6. Payroll Exception Report 95 3.36.1.7. View Balance SS Page 95

3.37. Oracle Labor Distribution 95 3.37.1. Release 12.0.3 (RUP3) 95

3.37.1.1. Use Employee Work Schedules to Distribute and Encumber Labor Costs 95 3.37.1.2. Set Up Clearing Accounts for Multiple Payrolls 96 3.37.1.3. Process Payroll Reversals, Balance Adjustments, and Retroactive Payments More Easily 96 3.37.1.4. Specify Accounting Dates When Transferring Distribution Lines to Oracle General Ledger, Oracle Projects, and Oracle Grants Accounting 96 3.37.1.5. Use Parameter Sets to Run Scheduling and Distribution Reports More Easily 96

3.37.2. Release 12.0.5 (RUP5) 96 3.37.2.1. Rollback Create Distribution Lines Process for All Periods by Providing the Highest Time Period Name 96 3.37.2.2. Use New Predefined Salary Cap Rates 97 3.37.2.3. Control the Behavior of the Import Process 97

3.37.3. Release 12.1.1 97 3.37.3.1. Integration with Award Distribution Functionality in Grants Accounting 97

3.37.4. Release 12.1 HRMS RUP5 97 3.37.4.1. Archive and Retrieval processes for Pre-Gen Distribution Interface 97

3.37.5. Release 12.2.4 97 3.37.5.1. Quick Pay Archiver Process for International HRMS Users 97

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document xiii

3.38. Oracle Learning Management 98 3.38.1. Release 12.0.2 (RUP2) 98

3.38.1.1. Check Duplicate Contacts for External Learners 98 3.38.2. Release 12.0.5 (RUP4) 98

3.38.2.1. Use Keywords to Search for Courses in OLM 98 3.38.3. Release 12.1.1 98

3.38.3.1. Learners Can View Catalog Attachments 98 3.38.3.2. Free Text Question Type 99 3.38.3.3. Mandatory Enrollment 99 3.38.3.4. Course Evaluation 99 3.38.3.5. Reports for Certification, Forums & Chats 100 3.38.3.6. Learner Groups 100 3.38.3.7. Learner Basic Search Enhancements 100

3.38.4. Release 12.1.2 101 3.38.4.1. Electronic Signature 101 3.38.4.2. Administrator Access Control 101 3.38.4.3. Enhanced Learning Path Functionality 101 3.38.4.4. Automatic calculation of End Date for Learner Competency 101 3.38.4.5. New functionality for reducing the number of clicks in OLM Pages 101

3.38.5. Release 12.1.3 102 3.38.5.1. Popup Window on the Administrator Enrollments Page 102 3.38.5.2. Popup Window on the Administrator Catalog Page 102

3.38.6. Release 12.1 HRMS RUP4 103 3.38.6.1. SCORM 2004 compliance 103 3.38.6.2. Enhanced certification functionality 103

3.38.7. Release 12.1 HRMS RUP5 103 3.38.7.1. Enhanced Learner access using eligibility profiles 103

3.38.8. Release 12.1 HRMS RUP6 104 3.38.8.1. Automatic Certification Subscription 104 3.38.8.2. Integration to Oracle Webcenter content 104 3.38.8.3. Automatic Update Competence When Manually Setting Certification Status 105 3.38.8.4. Course Pictures 105

3.38.9. Release 12.1 HRMS RUP7 105 3.38.9.1. Player Status Update 105 3.38.9.2. Revoke Administrator Access Control 105 3.38.9.3. Preventing Closing and Collapsing of the Outline in the Player 105

3.38.10. Release 12.2.4 106 3.38.10.1. New Learner Interface 106 3.38.10.2. Catalog Item Picture 106 3.38.10.3. Ratings and Reviews 106

3.39. Oracle Learning Management Extensions for Endeca 106 3.39.1. Release 12.1.3+ 106

3.39.1.1. New Search and Browse 106

3.40. Oracle Mobile Time Cards 107 3.40.1. V1.0 107

3.40.1.1. Oracle Mobile Time Cards 107

3.41. Oracle Payroll 107 3.41.1. Release 12.1.1 107

3.41.1.1. Approval Mechanism for Manager Self Service - Assignment Costing 107 3.41.1.2. Upgrade of Historical Costing Data to Support Subledger Accounting 107

3.41.2. Release 12.1.2 107 3.41.2.1. Purge Process for Pay events table 107

3.41.3. Release 12.1 HRMS RUP5 108 3.41.3.1. Quick-Retro Pay 108 3.41.3.2. Self Service Batch Element Entry 108

3.41.4. Release 12.1 HRMS RUP6 108 3.41.4.1. Void Check Process 108

3.41.5. Release 12.1 HRMS RUP7 108 3.41.5.1. Payroll Dashboard 108

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document xiv

3.41.6. Release 12.2 108 3.41.6.1. Enhanced Retro Pay set as Default 108

3.41.7. Release 12.2.4 109 3.41.7.1. Create and Update Multiple Retro Assignments using Web ADI Spreadsheet 109

3.42. Oracle Performance Management 109 3.42.1. Release 12.0.4 (RUP4) 109

3.42.1.1. Manage Offline Appraisals 109 3.42.1.2. Web ADI Support for Succession Planning Data Update 109

3.42.2. Release 12.0 HRMS RUP7 109 3.42.2.1. Support Decimal Values for Fields Using Quantitative Measurement Style While Creating Objectives109 3.42.2.2. Create Appraisals for New Joinees And Transfers-In Whose Employment Start Date Is Later Than the Appraisal Task Start Date 109 3.42.2.3. View the Status of Scorecards and Appraisals of Workers Who are no Longer Part of Published Plan Population 110 3.42.2.4. Provide Complete % Value Either More than or Less than 100 for Objectives 110 3.42.2.5. Update Description Details of Objectives Created by Employees 110 3.42.2.6. Add Jobs and Job Competency Requirements During An Appraisal Period 110

3.42.3. Release 12.1.1 111 3.42.3.1. Mass Cascading of Objectives 111 3.42.3.2. Line of Sight of Objectives 111 3.42.3.3. Display Workforce Performance Management Appraisals in the Appraisals Function 111 3.42.3.4. Reference to Talent Management Replaced with Performance Management 111 3.42.3.5. Support Decimal Values for Fields Using Quantitative Measurement Style While Creating Objectives111 3.42.3.6. Display Competency and Objectives Scores on Workflow Notification Page 112 3.42.3.7. Changes to Reject Option in Notifications 112 3.42.3.8. Enhance Capability of HR Administrator Function 112 3.42.3.9. Process for Managing Completed Performance Management Plans 112

3.42.4. Release 12.1.2 113 3.42.4.1. Use Eligibility Criteria to Define Plan Population 113 3.42.4.2. Use Performance Journal 113

3.42.5. Release 12.1.3 113 3.42.5.1. Manage Appraisals of Terminated Workers 113 3.42.5.2. Editable Pop-up for Quick Updates to Objectives 113

3.42.6. Release 12.1 HRMS RUP5 114 3.42.6.1. Performance Administrator enhancements 114

3.42.7. Release 12.1 HRMS RUP6 114 3.42.7.1. Perform Mass Change of Appraisers 114 3.42.7.2. Use Configurable Print Options to Print Appraisals 115 3.42.7.3. Use New Questionaire Administration Feature 115

3.42.8. Release 12.2 115 3.42.8.1. Use Star Ratings to Rate Performance and Proficiency Levels. 115

3.43. Oracle Self Service Human Resources (SSHR) 116 3.43.1. Release 12.0.2 (RUP2) 116

3.43.1.1. Allow Transition Initiator to Delete Pending for Approval Transactions 116 3.43.1.2. Self-Service Change Pay Rate Functionality 116

3.43.2. Release 12.0 HRMS RUP7 117 3.43.2.1. View Accrual Balances for Employees Across Business Groups 117 3.43.2.2. Avoid Errors When Routing Approvals in Oracle SSHR 117

3.43.3. Release 12.1.1 117 3.43.3.1. Adjusted Service Date 117 3.43.3.2. Grade Step/Point Changes 118 3.43.3.3. Leave Accrual Information Based on Effective Date 118 3.43.3.4. Secured Access for Workflow Administrators Using Security Profiles 118 3.43.3.5. Succession Planning 118

3.43.4. Release 12.1.1+ 118 3.43.4.1. Employee Talent Profile 118

3.43.5. Release 12.1.2 119 3.43.5.1. Hire Employee Applicant into New Assignments 119 3.43.5.2. Rehire Ex-employees 119

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document xv

3.43.5.3. View Oracle Self-Service Attachments in Oracle HRMS 119 3.43.5.4. Terminate Secondary Assignments 119 3.43.5.5. Use Context Sensitive EITs 119 3.43.5.6. View Employee Information in Popup Windows 120

3.43.6. Release 12.1.3 120 3.43.6.1. Hire Employee Applicants and replace or merge applicant assignment with Primary Assignment 120 3.43.6.2. Reverse Termination 120 3.43.6.3. Voluntary Termination 120 3.43.6.4. Transaction Details in FYI Notifications 121 3.43.6.5. View Entitlement Balances in Notifications 121 3.43.6.6. Restrict Absence Type LOV 121

3.43.7. Release 12.1 HRMS RUP5 122 3.43.7.1. Support for Parallel Approvals in SSHR 122 3.43.7.2. Organization Chart 122

3.43.8. Release 12.1 HRMS RUP6 122 3.43.8.1. Launch Actions from a Side Navigator in Organization Chart or Talent Profile 122 3.43.8.2. Control the Display of Effective Date, Review, and Confirmation Pages 122 3.43.8.3. Use Quick Termination and Change Hours Processes 123 3.43.8.4. Current Effective Date Appears on Initial Page 123

3.43.9. Release 12.1 HRMS RUP7 123 3.43.9.1. SSHR Transaction Monitor 123

3.44. Oracle Succession Planning 123 3.44.1. Release 12.1.2 124

3.44.1.1. Succession Plans 124 3.44.1.2. Suitability Matching 124 3.44.1.3. Talent Profile Comparison Report 124 3.44.1.4. Update Succession Plan Extra Information Type for Workers 124 3.44.1.5. Create Succession Plans for Contingent Workers 124 3.44.1.6. View Talent Profile of Workers from Succession Planning Page 124 3.44.1.7. View Succession Plans of Ex-employees 125 3.44.1.8. View Employee Information in Popup Windows 125

3.44.2. Release 12.1.3 125 3.44.2.1. Usability Changes in Succession Planning 125

3.44.3. Release 12.1.3+ 125 3.44.3.1. Enhanced Succession Planning 125 3.44.3.2. Succession Planning Portals for Talent Managers and HR Professionals 125 3.44.3.3. Succession Analytics 126 3.44.3.4. View Succession Hierarchy 126 3.44.3.5. Succession Plan Administration 126

3.45. Oracle Time and Labor 127 3.45.1. Release 12.0.2 (RUP2) 127

3.45.1.1. Automatic Days-to-Hours Conversion 127 3.45.1.2. Mixed Format Entries 127

3.45.2. Release 12.0 HRMS RUP7 127 3.45.2.1. Use the Multi-Threaded Archive and Restore Process 127

3.45.3. Release 12.1.1 127 3.45.3.1. Blank Timecard Rows Retained while Saving Timecard 127 3.45.3.2. Define Number of Timesheet Line Rows to Pre-populate 128 3.45.3.3. Summarize Regular/Overtime Hours Separately 128 3.45.3.4. Supervisor Report to Identify Missing Timesheets 128 3.45.3.5. Supervisor List of Timesheets Expected and Status Online 128 3.45.3.6. Audit Change Report - Identify Changes Made to Timesheets 128 3.45.3.7. Audit Trail on Time Cards 128 3.45.3.8. Display Last Person Who Updated Timesheet 129 3.45.3.9. Changes in Core HR and OTL to Support Services Procurement 129 3.45.3.10. Multiple Alias Support in Notification Layout 129 3.45.3.11. OTL User Interface Enhancements 129 3.45.3.12. Disabled Text Field Enhancement 130 3.45.3.13. Enhancement to Preference Eligibility Criteria (Responsibility-based Preference) 130

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document xvi

3.45.4. Release 12.1.2 130 3.45.4.1. OTL Time Card integration with HR Absences 130

3.45.5. Release 12.1.3 130 3.45.5.1. Time Card Retrieval Dashboard 130

3.45.6. Release 12.1 HRMS RUP5 131 3.45.6.1. Rollback Transfer Time from OTL to BEE process. 131 3.45.6.2. Retrieval Dashboard changes 131

3.45.7. Release 12.1 HRMS RUP6 131 3.45.7.1. Enhanced Timecard Status Dashboard 131

3.45.8. Release 12.1 HRMS RUP7 (Forward Port to R12.2.4) 131 3.45.8.1. Self Service Additional Details 131 3.45.8.2. Assignment Time Information 131

3.45.9. Release 12.2 131 3.45.9.1. New Projects Layouts for Actual Costing 131 3.45.9.2. Attachments in Timecards 132 3.45.9.3. Checkbox to Confirm Time Entry Accuracy 132

3.46. Oracle US Federal Human Resources 132 3.46.1. Releases 12.0.5 (RUP5) 132

3.46.1.1. Process Pay for Employees Based on the Title 38 Public Law 132 3.46.1.2. Use Multiple Legal Authority Descriptions When Processing AFHR Employees 132

3.46.2. Release 12.0 HRMS RUP7 132 3.46.2.1. Comply with Inspector General Pay Reform Implementation 132 3.46.2.2. Use the New Regions Available in the Self Service Pages 133

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document xvii

1. Disclaimer This Release Content Document (RCD) describes product features that are proposed for the specified releases of the Oracle E-Business Suite. This document describes new or changed functionality only. Existing functionality from prior releases is not described. It is intended solely to help you assess the business benefits of upgrading to the specified release of the Oracle E-Business Suite.

This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement, which has been executed and with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without prior written consent of Oracle. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates.

This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remains at the sole discretion of Oracle.

Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Purpose of Document 1

2. Introduction

2.1. Purpose of Document This Release Content Document (RCD) communicates information about new or changed functionality introduced in Oracle E-Business Suite Releases 12.1 and 12.2, and in subsequent Release Update Packs (RUPs) and off-cycle patches. For your convenience, it also includes new or changed functionality introduced in the RUPs for Release 12, including 12.0.2 through 12.0.7.

The features and enhancements described in this document are grouped by product, and then by the release in which they first became available, for example, Release 12.1.1. Features released in an off-cycle patch have a special designation for example, a feature released after 12.1.1, but before 12.1.2, is designated as Release 12.1.1+.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Purpose of Document 2

3. New and Changed Features in Human Capital Management

3.1. Oracle Advanced Benefits

3.1.1. Release 12.0.3 (RUP3)

3.1.1.1. Reopen Life Events Process This enhancement provides the benefits users the flexibility to reopen a large volume of life events as a batch. Previously, they had to be manually reopened individually. In combination with the "OE Window Modification" functionality, users can extend enrollment windows after reopening the processed events.

3.1.1.2. Open Enrollment Window Modification There is now a concurrent process titled "Manage Open Enrollment Window" which provides the flexibility to modify an existing Open Enrollment Window's Enrollment Period End Date, Processing End Date, Default Enrollment Date, or Provide a Number of Days Extension.

3.1.1.3. Tracking Ineligible to Ineligible Row Creation When the "Track Ineligible" flag is on, and a participant was initially found ineligible for the compensation object, this functionality writes a new row for a subsequent life event (even though the participant remains ineligible). The new ineligibility row has updated derived factor values for tracking and calculations.

3.1.1.4. Additional Input Parameters for Fast Formulas Person_id can now be passed as an input value in Fast Formulas. In the past, Person_id had to be derived from the Assignment_id.

3.1.2. Release 12.1.1

3.1.2.1. Enforce Minimum Coverage for Life Events with No Electable Choices

There are situations that occur where due to either data or configuration issues, someone is found ineligible for something in which they are currently enrolled and end up with no enrollment. This enhancement deals with the functionality of detecting those cases when a participant loses coverage and is not allowed to make elections for specific events.

With this enhancement, the application performs the following:

Identifies if the minimum enrollment for the Plan Type in Program should be checked for a business group if an event is processed and the person cannot make elections.

Checks if a person lost coverage, when you process an event that does not allow the person to make elections.

Checks if a person still meets the Plan Type in Program minimum limitation requirements, if the person lost coverage and is still eligible for the Plan Type in Program that they were enrolled in.

Oracle E-Business Suite Releases 12.1.and 12.2 Release Content Document Oracle Advanced Benefits 3

Generates an error if the requirements are not met so the person does not lose coverage and the eligibility issues can be resolved.

3.1.2.2. Restrict Display of Primary Care Provider

Currently, the Plan Primary Care Provider (PCP) setup controls the display of primary care providers. This enhancement enables benefits users to configure, based on life events, whether the Primary Care Provider page on self-service enrollment should be displayed. A new field called Show Primary Care Provider is now available on the Life Event Reasons form. This new feature provides you the ability to accept the PCP information only during the annual or initial enrollments, and allow the medical carrier to maintain the PCP information thereafter.

3.1.2.3. Enhanced Individual Contribution Distribution

Individual Compensation Distribution (ICD) module has been enhanced for Managers and Compensation Administrators. Line managers can now achieve the following in the enhanced module:

Can enter multiple input values associated with an element in a compensation plan. User will have the flexibility to use within ICD, whole or partial list of defined input values associated with an element. It will be possible to rename input values for display in self-service. Also, user will be able to override sequencing and updateability of input values within ICD.

Can award multiple compensations of same or different type to an employee within a single transaction on same or different dates.

Can update and delete active and future compensations (e.g. change the amount dates or delete the award).

Can indicate a distribution end date for a recurring compensation within the same transaction it is awarded.

Administrators can do the following actions regarding Individual compensation distribution plans:

Can configure validation on input values based on Value Sets, Data Types, Minimum, Maximum and Default, Lookups and Fast Formula.

Can configure element entry flex fields to capture compensation related information for an employee. For example: Justification for the compensation can now be configured as a flexfield, captured during the transaction and stored as part of the employee element entries.

Can default input values as a fixed value or using a fast formula.

Can search employees and update or delete awards

Can view, update and delete element entries that did not originate in ICD.

Can configure action items for compensation plans. This will put compensation on hold for a person, until the action item is provided.

3.1.3. Release 12.1.2

3.1.3.1. Use Default Enrollment to Reinstate Backed Out Intervening Events

Benefits Administrators can now use a new reinstatement code "Reinstate Unless New Explicit Elections Exist" to reinstate elections made for a backed out event unless explicit elections have been made within the plan type for an intervening event.


3.1.3.2. Use a New System Profile to Carry Forward Certifications for Life Events without a Configured Coverage Restriction

Using the new System Profile, BEN: Carry Forward Certification; Benefit Administrators can carry forward interim and suspended coverage created due to coverage restrictions configured for a life event when subsequent life events do not have coverage restrictions.

3.1.3.3. Recalculate Imputed Income When Coverage Amount Changes Upon Receipt of Certification.

This enhancement enables Benefit Administrators to recalculate the imputed income rate as of when coverage subject to imputed income becomes unsuspended and changes due to receipt of certification.

3.1.3.4. Suppress HIPAA if Participant Gains Electability in Alternate Plan Type

There may be multiple plan types within a program that have plans subject to HIPAA. Persons who continue coverage in plans subject to HIPAA although they are in different plan types are not required to receive the HIPAA communication. This enhancement now enables Benefits Administrators to suppress the communication trigger type Participant Deenrollment HIPAA if a participant is dropped from coverage in a plan subject to HIPAA but gains electability to others plans subject to HIPAA within a different plan type in the same program.

3.1.4. Release 12.1.3

3.1.4.1. User Defined Criteria for Dependent Eligibility

The current person-related criteria available for dependent eligibility include Disabled, Marital, Military and Student statuses. User defined criteria available for Participant profiles allow an expanded choice of criteria including descriptive flexfields. With this enhancement, benefit administrators will be able to define dependent eligibility based on an expanded choice of criteria from per_all_people_f such as Tobacco Use, Benefits Group or descriptive flexfield.

3.1.5. Release 12.1 HRMS RUP5

3.1.5.1. View Rate History in Self Service

With this enhancement, participants will be able to view all of the rate values associated with an enrollment result in Self Service. Rates may change over the span of a single coverage period. Now, participants can view costs over the time they were enrolled in the compensation object.

3.1.5.2. Close Enrollment in Self Service

Before this enhancement, when a life event is set to close when elections are made, it will not close when the elections are made in Self Service until the Close Enrollment concurrent process is run. Now benefit administrators can allow participants to close such enrollments via self service. Participants can then make elections and proceed with a subsequent or previously backed out life event without intervention from the back office.

3.1.5.3. Reopen Reinstated Enrollment

A benefit administrator can now decide whether reinstated enrollments should be automatically closed, or whether an enrollment opportunity should be reopened to allow


participants to confirm or update the reinstated results. Before this enhancement, if the reinstated results needed to be changed, the life event had to be manually reopened. Now it is possible to allow participants to use self service to make any adjustments to the backed out enrollment without back office intervention.

3.1.5.4. Deactivate Communication Type

Prior to this extract, users were unable to end a communication type that was no longer being offered. Now users have the ability to flag a communication type that is no longer in use to stop it from triggering on a persons record.

The flag is datetracked and easily viewable. Now the Benefit professional can easily see when a communication is no longer being provided and also has the ability to reactivate the communication type if it is needed at a later date.

3.1.5.5. Eligibility for Person Changes and Communication Types

In addition to defining a life event based on a person change, benefit administrators can attach eligibility profiles so that static data associated with the person can be considered when determining whether a life event should be detected.

Also, eligibility profiles can be associated with a communication type, adding additional criteria to the trigger and usage definitions to determine whether the person should be receiving a communication type. This reduces the unnecessary detection of life events and communication types.

3.1.5.6. All Ineligible Flag for Compensation Objects

Now when a compensation object is no longer being offered, benefit administrators can flag the object to be discontinued. When the participation process is run, it will find all persons ineligible, causing existing enrollees to be de-enrolled and prohibiting any ability to enroll.

Prior to this, benefit administrators had to create an eligibility profile with artificial criteria to find all possible participants ineligible. This required the administrator to continue to monitor and maintain eligibility due to the possibility of a person actually meeting the artificial profile criteria. The flag is also clearly visible and date tracked allowing the benefit professional to quickly see whether a compensation object is currently discontinued.

3.1.5.7. Use Person Selection rule for Extract Process

The feature adds person selection rule as an optional parameter for running a System Extract. This allows users to collect data for a subset of the original population on an ad hoc basis without having to modify the selection criteria in the extract definition or create copies.

3.1.5.8. Delete Unrestricted Enrollment

Once an unrestricted life event (Oracle Standard Benefits) has been detected and started for a person, there was no process for removing the life event and any associated benefit enrollment data. If an unrestricted enrollment was made for an original hire date, but that date needed to be moved to a later date, this could not be done as this would result in benefit information associate with the person to start prior to their record start date. Now there is a concurrent process that can be added to a responsibilitys request group which will allow the user to remove all of the data associated with an Unrestricted enrollment for a person.



3.1.6.1. Enhanced Life Event Summary Report

A new module is added to the Life Event Summary Report to provide details on life events in Detected and Unprocessed status. This gives Benefit Administrators more information regarding what life events existing during the specified time period and who may have outstanding life events that have not been processed and may need to be addressed before later life events, such as Open Enrollment can be processed.

3.1.6.2. Trigger Life Events from Person and Assignment Information Types

With the release, Benefit Administrators can define Person changes based on the creation or change to a Person or Assignment Extra Information Type. This provides additional sources for detecting life events and opening enrollment opportunities..

3.1.6.3. Control Ability to Designate Participant as Beneficiary

Plan requirements may prohibit participants from designating themselves as beneficiaries. With this release, the beneficiary designations can be configured to exclude the participant as a potential plan beneficiary.


3.1.7.1. Show/Hide by Plan Type on Self Service Selection Page

With this enhancement, participants will be able to hide the electable choices within a plan type. This will allow participants to restrict the view to only those plan types they are intending to make elections and minimize the need to scroll through the window.

This will be forward ported to R12.2 HRMS RUP 4.

3.1.7.2. Exclude Dependents from System Extract

Before this enhancement, even if a participant is excluded from an extract based on the person type usage, dependents were not excluded when special handling was used. Now there is a Person selection criteria of Participants Person Type Usage which allows dependents to be selected or excluded based on the person type of the associated participant.

This feature will be forward-ported to R12.2 HRMS RUP 4.

3.1.7.3. Limit Related Person Life Event Based on Loss of Coverage

A new System Profile BEN: Check Related Person now allows benefit administrators to limit the detection of life events for related persons to only those contacts that have lost coverage due to ineligibility or change in contact relationship. This will limit the detection and processing of unnecessary life events.


3.1.7.4. Attachments During Self Service Enrollment

A new page has been added to the Benefit Self Service Enrollment function that provides participants with information regarding documents or certifications needed to complete the enrollment. Participants will have the ability to upload such documentation. Benefit Administrators can then view the attachments associated with the life event and complete the action items.



3.1.7.5. Email Documents Generated from System Extract

Using System Extract, benefit administrators can generate XML notices and reminders for individuals. Until this release, there was no automatic way to deliver the communications. New parameters have been added to the Extract Process and Extract Write Process so that Administrators can select whether the extract results should be sent via email to the recipient and enter the From and Reply to email address. The email server details are defined via two System Profiles

FND: SMPT Host

FND:SMPT Port


3.1.7.6. Email Benefit Confirmation Statements

With this release, there is a new Concurrent process, Ben Confirmation Summary and Email that allows Benefit Administrators to email the delivered confirmation statement to participants. Additionally, the administrator can include a subject line, From Address and Reply To address.

The email server details are defined via two System Profiles

FND: SMPT Host

FND:SMPT Port

This will be forward ported to R12.2.4.

3.2. Oracle Approvals Management


3.2.1.1. View Approval History and Approvers A new approval history region is now available to view the current approval history for a transaction and also display the next level of approvers. Additionally, you can integrate the generic region with various applications to display the approvers.

3.2.2. Release 12.1.1

3.2.2.1. Approval Deviations Report

Oracle Approval Management Engine (AME) is a web application for defining business rules based on which transactions are approved in Oracle Applications. AME generates a standard approver list based on the rules set up for transaction types either by the approvals management administrator or approvals management business analyst. Any change to the standard approver list is a deviation.

Using the Approvals Deviation Report, you can capture the approval deviations that occurred in approval of transactions to comply with the Sarbanes-Oxley (SOX) Act.

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3.3. Oracle Compensation Workbench

3.3.1. Release 12.0.2 (RUP2)

3.3.1.1. View All Compensation Detail Reports without Changing Responsibilities RUP2 delivers the ability for compensation administrators to view Compensation Detail Reports based on the HR security profile instead of the manager hierarchy. For example, administrators can now view all employees of a particular country without having to access or switch to a senior executive responsibility.

Additional enhancements to the Compensation Detail Report page include:

Employee information, which was previously displayed in a single table, is now grouped using tabs.

The plan selection page and the parameters page of the old report have been replaced by filters that can be hidden in the report page.

A new check box, Do Not Restrict By Hierarchy is added to the filters. A salary statistics tab will display plans that have salary adjustment. The report

can be downloaded in a spreadsheet format based on filter specifications.

3.3.1.2. Provide Responsibility-Based Plan Access to Administrators This enhancement allows organizations to regulate administrator access to plan information in Compensation Workbench. In Release 12, administrators have uncontrolled access to all plans in the Compensation Workbench setup, presenting potential security and data privacy issues. Now, an administrator can be granted super administrator privileges, enabling him/her to access new setup pages where he/she can map the responsibilities of other administrators to the plans that they are allowed to access. These same setup pages can be used to revoke access, if needed.

This security mechanism is not enabled by default and does not change the default behavior of Compensation Workbench. If Plan Security is required, super administrators can enable it from the Compensation Workbench preferences page.

3.3.1.3. Reduce Post Processing Time between Multiple Business Organizations To enable more powerful filtering capabilities in the Compensation Workbench Post Process, a new parameterPerson Selection Rulehas been added to the Post Process parameters page. By selecting a rule (or fast formula) defined as type 'Person Selection' users can filter the employee population eligible for processing. Multiple organizations can now be processed in parallel, for example, by using a Person Selection rule defined to identify certain employees across different organizations.

This new parameter is optional and is available when submitting the Compensation Workbench Post Process request from the Compensation Workbench Administrator's home page or as a concurrent request from the Professional User Interface.

3.3.1.4. Perform Dynamic Calculations in Multiple Columns This enhancement allows users to define dynamic calculations on the rate columns, specifically the worksheet amount rates, separately from the custom columns (custom segments 1 to 20). Additionally, users can define a condition and condition results using column names, and define custom errors and warnings based on their requirements.

This feature needs to be configured and enabled by the Administrators; therefore customers who do not wish to use it will not be impacted.

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3.3.2. Release 12.1.1

3.3.2.1. Anniversary Date Based Awards

Currently, Oracle Compensation Workbench allows employee rewards to be paid out on a single day across the eligible population. This enhancement provides the ability to reward employees based on an anniversary or variable date. The award effective date could be based on an employees latest hire date, date of last pay increase or promotion, or any other reference point. You can define your business rules to determine award effective dates for employees. Reward effective dates can be defaulted into the Compensation Workbench worksheet where managers may or may not have the ability to make updates. This allows managers to do up front budgeting and allocate compensation based on the individual employees award effective date.

3.3.2.2. Print Total Compensation Statements for Groups of Employees

Currently, you can print statements for one employee at a time. With this enhancement, you can print statements for groups of employees at the same time. A new Print Employee Statements batch process and a new UI to submit this batch process are now available. The administrator can also generate sample statements before submitting the final print job.

This enhancement provides an efficient way to print and distribute hard copies of Total Compensation Statements to employees.

Additionally, enhancements have been made to the selection method for the existing Generate Employee Statements and Purge Employee Statements batch processes. The Generate Employee Statements process will evaluate any eligibility profiles defined in the statement setup in addition to the parameters selected allowing them further filter the employee population. The administrator now has more flexibility when selecting the employee population for whom statements are to be generated or purged.

3.3.2.3. Display the Worksheet Manager in the Switch To Manager Search Page

Currently, the search results on the Switch To Manager page only provide the employees supervisor. When an employee has been reassigned from one manager's compensation worksheet to another, the worksheet manager becomes different from their supervisor thus making it difficult for managers to search and identify the employees actual worksheet manager.

With this release, managers and administrators now see the employees worksheet manager in addition to their supervisor in the Switch To Manager search results within the compensation worksheet thus making it easier to identify the correct worksheet manager to whom they need to switch.

3.3.2.4. New Salary Proposal to be Explicitly Approved

Currently, when a new salary proposal is created for a new hire in salary administration it is automatically approved by default even if the user does not have the correct approval. This enhancement now offers the ability to explicitly control approvals for new salary proposals.

The enhancement ensures that the new salary proposal approval is SOX-compliant.

3.3.2.5. Update Percentage of Eligible Salary in Employee Administration

Compensation Administrators are now able to update or override an employees percentage of eligible salary in Employee Administration. Previously this could only be updated via the allocation worksheet.


3.3.2.6. View Performance Appraisal Details in Compensation Workbench

Customers who use Oracles EBS Performance Management can now view an employees latest completed appraisal directly from the Oracle Compensation Workbench (CWB) allocation worksheet. This means managers can review their employees latest completed appraisals from within CWB without having to switch responsibilities to Performance Management.

Previously managers were only able to view their employees final rating when rewarding their employees. Being able to view employee performance appraisal details directly from within the CWB worksheet will allow managers to make more informed decisions when rewarding their employees. Overall this feature offers a more tightly integrated Talent Management solution.

3.3.3. Release 12.1.2

3.3.3.1. Streamline the Promotions and Allocations Process with Enhanced Compensation Workbench Spreadsheet Download/Upload Features

Compensation administrators and/or managers can now use the following new features that enhance the Compensation Workbench (CWB) spreadsheet download and upload mechanism and provides the ability to:

Personalize the CWB spreadsheet download column prompts (labels) for each plan. Especially useful for Service providers who host different organizations on a single software instance, compensation administrators can utilize this feature to provide unique labels for each organization's plans to meet the different business requirements.

Use the spreadsheet capabilities to update employee promotion data and upload the changes back to Compensation Workbench. Compensation Managers with large populations of employees for whom they have to make job, grade, position or other promotions-related changes will appreciate a streamlined promotions process.

Upload Custom Segments and Other Rate values to Compensation Workbench. Currently, compensation managers can update custom segments and other rates only through the CWB worksheet which can be cumbersome. With this feature, they can upload custom segment and other rate changes at the same time which will help to simplify and make the allocations process more efficient.

3.3.3.2. Display Market Salary Survey Data in Compensation Workbench

Compensation workbench now enables compensation managers to compare their employees' salaries to the prevailing market average wages (market average wages that is imported into or set up in Oracle HRMS system), thus ensuring equity in pay when rewarding their employees.

3.3.4. Release 12.1.3

3.3.4.1. Performance and Promotion History Popup in Worksheet

Performance and Promotion history, including such details as current and prior ratings, rankings, job and/or position changes can now be viewed with one click in the compensation allocation worksheet in a pop up page.


Giving compensation managers the ability to see their employees Performance and Promotion history in one place using one or two simple clicks will help them to make better and more informed decisions when rewarding their employees.

3.3.4.2. Post Zero Salary Increases

Compensation administrators now have the option to post zero (0.00) salary increases or increments for employees from Compensation Workbench to HR. This means there will now be a record of a zero change amount in salary proposals of employees who did not receive any salary increase.

3.3.4.3. Control Period for Viewing Appraisals in Compensation Allocation Worksheet

The ability to view employee performance appraisal details from within the compensation allocation worksheet has been further improved by allowing the administrator to control the date after which completed performance appraisals will be available for managers to see.

If there are multiple years of performance appraisals in Performance Management, and/or employees only have completed appraisals from the previous year and not the "current" period, when the new year's CWB plan is opened, managers will only see their employees' performance appraisals from the previous period. This feature will ensure managers will only see the latest completed appraisals for their employees when making compensation award decisions for the current period.

3.3.4.4. Refresh Plan, Employee and Summary Data from Compensation Workbench Home Page

Prior to this release, the Compensation Workbench Refresh process was only available in the Professional User Interface. Now it is available to administrators on the Compensation Workbench home page allowing them to refresh plan, summary or employee HR data all within Compensation Workbench.

3.3.4.5. Ensure Employees New Salary is within Grade Range

This new features gives compensation managers and administrators the ability to optionally validate an employees new salary amount against their salary grade range. This helps to ensure managers comply with company compensation policies as well as better pay equity for employees.


3.3.5.1. Proposed Grade Range, Proposed Grade Midpoint and Proposed Comparatio now Available for Spreadsheet Download

The following fields are now available to download to spreadsheet: Proposed Grade Range, Proposed Grade Midpoint, and Proposed Comparatio. This helps managers who need to work offline or who do not have access to Compensation Workbench to make better and more informed business decisions during the compensation planning cycle.

3.3.5.2. Run the Back-out Compensation Workbench Life Events Process for Single Person

Administrators can now back out the Compensation Workbench Life Events process for a single employee, offering a simple way to back out just one person. Until now, the only way to accomplish this was to write a person selection rule.


3.3.5.3. Optionally Hide In Progress Salary Increases in Employee History

Enterprises may not want their managers to see salary increases that are in progress if they only have access to non-base salary type compensation plans. Even if managers do have access to base salary compensation plans, it can be confusing to see an In Progress row for an employee's salary increase not yet in effect. Compensation Workbench now offers the option to suppress In Progress rows for salary increases from being displayed when viewed in Employee History.

3.3.5.4. Download Data Using Web ADI

You can now download data to an Excel spreadsheet using Web ADI for the Employee Stock Option History and Employee Compensation History reports. You can also now download the Post-Process Summary and Error reports. This is useful for managers with a large number of employees when performing audits and/or reconciliation of compensation allocations.


3.3.6.1. Email Employee Compensation Statements

Until now, administrators and managers could only print hard copies of employee compensation statements and manually distribute them. With this release, statements can now be securely emailed to employees. Administrators can also send statements to a test email account to verify and resolve any issues before emailing the official statements. This results in employees receiving their statements quickly and efficiently, broadening the communication channel between administrators, managers and their employees.

3.3.6.2. Email Total Compensation Statements

In addition to viewing their statements online via Employee Self Service or receiving a printed hard copy, employees can now have their total compensation statements emailed to them. Administrators can choose to email total compensation statements en masse or select a group of employees just like they can with the mass print process today. They can also "test drive" emailing statements to resolve any issues prior to emailing the official statements to employees. The addition of the mass email option helps companies to directly communicate with their employees, even in cases where employee self service is not offered.

3.3.6.3. Back out Compensation Workbench Postprocess

Backing out postprocess is required in the event that the compensation changes were posted on the wrong effective date or the wrong group of assignments was processed, or if any corrections are required on a mass scale. Until now, there was no way to back out the changes posted to the HR system as the existing back-out process meant also backing out all the changes done in Compensation Workbench, such as budget allocations, awards allocations as well as worksheet submissions and approvals.

Compensation Workbench now offers the ability for administrators to only back out the updates to employee records in the HR system while allowing the updates in Compensation Workbench to remain intact. The new Back-out Postprocess allows administrators to optionally back out performance ratings in addition to compensation award amounts. Additionally, they can also choose to return compensation worksheet control back to the managers in the event further changes need to be made before re-posting. This new feature streamlines the corrections process after posting has already taken place, making the compensation awards process overall much more efficient and flexible, resulting in a potentially huge cost savings to employers.



3.3.7.1. Download/Upload Allocation Worksheet Comments

As part of the compensation allocation process, managers use the Comments field in the worksheet to make additional notes to assist with approval justifications, as an example. Managers need a means of communicating additional comments or notes per employee when performing reward allocations offline as well. With this release, it will now be possible for managers to not only view and update the comments in the downloaded spreadsheet, but they can also update existing or add new comments and upload them back to the worksheet.


3.3.7.2. Optionally Disable Drill Down Hyperlink in Online Total Compensation Statements

When viewing their total compensation statement online, an employee can use a hyperlink to drill down to view the details of applicable compensation rewards, such as viewing their salary compensation per pay period. Administrators now have the capability to optionally disable this hyperlink for certain compensation statement items and categories in the event that they require only summary totals to be viewable by employees.


3.3.7.3. Display Position Title in Employee Total Compensation Statements

With this release, administrators can choose to additionally display an employees position title (as opposed to just their job title) on employee total compensation statements. Many companies store position information for their employees either in place of or in addition to job information. Providing the option to additionally display an employee's position gives administrators additional flexibility when creating total compensation statements.


3.3.8. Release 12.2.4

3.3.8.1. Apply Digital Signatures to Authenticate Emailed Employee Statements

Compensation Workbench administrators can email compensation statements to employees as PDF attachments. With this new feature, administrators can optionally configure and apply a digital signatures to these emailed employee statements. This provides additional authentication which helps to further secure the online communication process. To take advantage of this new feature, administrators use the Email Statements option that is part of the Employee Statements task.

3.3.8.2. Apply Digital Signatures to Authenticate Emailed Employee Total Compensation Statements

Compensation administrators can email total compensation statements to employees as PDF attachments. As these total compensation statements are distributed electronically, it is important that recipients be able to verify document authenticity and integrity. This new feature fulfills this requirement by enabling administrators to optionally configure and apply a digital signature to emailed employee total compensation statements. To take


advantage of this new feature, compensation administrators use the Email Employee Statements batch process.

3.4. Oracle HCM Configuration Workbench 3.4.1. Release 12.1.1

3.4.1.1. Configurator for Person/Assignment Spreadsheet Loader

Currently the Web ADI spreadsheet solutions available in HCM Configuration Workbench display almost all the columns of person, address, and assignment entities. These make the spreadsheet to be very large/wide for a typical user and a user has to scroll all

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