12.1 hcm rup10 impact analysis - · pdf fileusing web adi prior to this release, users could...

12.1 HCM RUP10 Impact Analysis

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Contents:

1233.13.13.33.4456

SummaryRelated Documents Installation Guidance Pre-Install Tasks Pre-requisite Patches Additional Patches Post Application of RUP8 Known Issues 6Overview of Affected Areas New and Changed Features Current Known Issues

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1 Summary

The Oracle HRMS R12.1 Release Update Pack 10 (R12.HR_PF.B.DELTA.10), patch 25026041, has been released and the latest revision at the time of writing was on 5th May 2017. All UK customers using R12.1 Oracle Payroll are required to apply this prior to the Tax Year ending April 2018, and for IE (Ireland) customers prior to January 2018. 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.B.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/co-requisite patches.

Key testing should also be performed post application of the R12.HR_PF.B.DELTA.10 patch.

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2: Related Documents

Document Name LocationOracle E-Business Suite Releases 12.1 and 12.2 Release Content

My Oracle Support Document ID 1302189.1

Oracle E-Business Suite Applications Technology Readme for Release 12.1.3 (R12.ATG_PF.B.delta.3, Patch 8919491)


Oracle Human Resources Management Systems Readme, HRMS Release Update Pack 10 for Release 12.1


Oracle HRMS for EMEA Release Notes, Release 12.1 HRMS RUP10


Latest HRMS (HR Global) Legislative Data Patch Available


Known Issues on Top of Patch 25026041 - R12.HR_PF.B.DELTA.10 (HRMS 12.1 RUP10)


Oracle Human Resources (Core HR) My Oracle Support Document ID 2233846.1Oracle Core Payroll My Oracle Support Document ID 2233833.1Oracle International HR and Payroll My Oracle Support Document ID 2233844.1Oracle Advanced Benefits My Oracle Support Document ID 2233828.1Oracle Approvals Management My Oracle Support Document ID 2233829.1Oracle Compensation Workbench My Oracle Support Document ID 2233830.1Oracle HRMS Configuration Workbench My Oracle Support Document ID 2233845.1Oracle iRecruitment My Oracle Support Document ID 2233850.1Oracle Labor Distribution My Oracle Support Document ID 2233851.1Oracle Learning Management My Oracle Support Document ID 2233853.1Oracle Performance Management My Oracle Support Document ID 2233854.1Oracle Self-Service Human Resources My Oracle Support Document ID 2233855.1Oracle Succession Planning My Oracle Support Document ID 2233856.1Oracle Time & Labor My Oracle Support Document ID 2233857.1Oracle HRMS Supplemental Legislative Documentation for Release 12.1 HRMS RUP10


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3 Installation Guidance

3.1 Pre-Install TasksApply Release 12.1 HRMS RUP10 (R12.HR_PF.B.Delta.10) only to an existing Release 12.1 environment. For information about known issues associated with specific products in Release 12.1 HRMS RUP10 and possible workarounds for those issues, refer to the Known Issues section of your specific product’s release notes.

Oracle Human Resources Management Systems RUPs (Oracle HRMS RUPs) are tested against the supported versions of the Relational Database Management System (RDBMS) at the time of the RUP testing cycle. Database desupport schedules have important operational and planning implications for Oracle E-Business Suite environments.

Oracle strongly recommends that you review the following documents, which provide details about the latest database support policies and desupport schedules:• Database, FMW, EM Grid Control, and OCS

Software Error Correction Support Policy, My Oracle Support Knowledge Document 209768.1

• Release Schedule of Current Database Patch Sets, My Oracle Support Knowledge Document 742060.1

Customers using Oracle Database 11g Release 2 or higher must refer to Document 761570.1 information about making additions to their database initialization file, such as disabling fast validation for PL/SQL recompilations. If you are on Oracle Database 11g Release 2 or higher, then check these documents and perform any applicable tasks as a mandatory preinstall step before upgrading to Release 12.1 HRMS RUP10 (R12.HR_PF.B.Delta.10).

3.2 Pre-requisite PatchesThis 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:• R12.AD.B.DELTA.8 PATCH Patch 23569686• Oracle Applications Technology 12.1.3 Product

Family RUP (R12.ATG_PF.B.Delta.3) Patch 8919491

• R12.FWK.B.DELTA.5 Patch 22284589• R12.BNE.B.Delta.4 Patch 19273341

3.3 Additional Patches Post Application of RUP10Apply the latest HR Global Driver.Consult the following document for the latest HR Global patch:My Oracle Support - Article ID 145837.1 - Latest Oracle HRMS Legislative Data Patch Available (HR Global / hrglobal)

3.4 Known IssuesPlease refer to document Known Issues on Top of Patch 25026041 - R12.HR_PF.B.DELTA.10 (HRMS 12.1 RUP10) My Oracle Support Document ID 2233906.1. Refer to Section 6 for a list of Current Known Issues as of 5th July 2017.

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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 2016-2017, Monthly Data Collection (MDC), Other Changes for 2016-2017

HRMS IE (Ireland) P35 Legislative Changes, P60 Legislative Changes, 2017 Budget Amendments

Core HR No new functionalityPayroll 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 No new functionalityAdvanced Benefits No new functionality (3 new US Legislative features

added)Approvals Management No new functionalityCompensation No new functionalityConfiguration Workbench No new functionalityiRecruitment No new functionalityLabor Distribution No new functionalityLearning Management No new functionalityPerformance Management No new functionalitySelf 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

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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 2175951.1 for more details:

•Autumn Statement Changes•Student Loan Changes 6th April 2017•Apprenticeship Levy Changes 2017, see Document ID 2219539.1

•Employer Payment Summary EDI Message (EPS)•Full Payment Submission Report EDI Message (FPS)•Earlier Year Updates•RTI EYU Run Reconciliation Report, see Document ID 1324671.1

•RTI - Full Payment Submission (FPS) - Additional Reporting, see Document ID 1324671.1

•RTI - P60 Reports, see Document ID 1324671.1•RTI - P60 Electronic Report Changes, see Document ID 1324671.1

•Scottish Rate of Income Tax Changes•NI Prefix Changes Effective from November 2016•Payrolling of Benefits, see Document ID 2219594.1•P11D Changes for 2016-2017•Monthly Data Collection (MDC), see Document ID 2116089.1

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HRMS UK Other Changes 2016-2017

Additional UK Legislative changes, see Document ID 2175951.1:

•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, 1234567-01012016.

•School Work Force Changes - This patch changes the picking of the reference number from the Court Order and Direct Earnings Attachment element entry.

•Miscellaneous Changeso RTI - Create EPS Payment Values 2017/18 to record the values in Penceo P11D Summary sheet to report data including field descriptions and headerso Employer Pay Bill and Employer Pay Bill Interim balances correctly when payroll is processed for the employee multiple times in the same pay periodo 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 Noneo Prolog Print Media Type LE P60 report now reports Gender and DOB (date of birth) values correctly

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HRMS UK New Employee Claims (UK)

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.

HRMS IE Comply with Recent Legislative Changes

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 & rateso USC Exemptions 2017o USC Calculations for Late P2Cs

Payroll Manage Assignment Set using Web ADI

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.

Users must ensure to include the Manage Assignment Set Self-service function, PAY_WS_ASGSET in the menu for users to access these integrators.

Payroll Set the Action Parameter - Enable Costing Hierarchy for Balancing Segments from Frontend

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.

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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.

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.

Payroll New Costing Detail Report (generic)

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.

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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 PerformanceNote: 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.

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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 performanceo Retention with performanceo Retention with impact of loss• Suitability AnalyzerNote: 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 2049909.1

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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.

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.

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Please refer to document Known Issues on Top of Patch 25026041 - R12.HR_PF.B.DELTA.10 (HRMS 12.1 RUP10) My Oracle Support Document ID 2233906.1. Current Known Issues relating to RUP10 are listed below.

Bug Number / Product Symptoms Fix References

Human Resources There are no known issues currently.

Payroll

Incorrect Element Set Process-ing in Payroll25933191 - RETROPAY BY ELEMENT PROCESSES ELE-MENT THAT IS EXCLUDED IN THE ELEMENT SET

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. To resolve this issue, apply fix for RDBMS, bug 22660003.

ORACLE TIME AND LABOR PAYROLL TIMECARDS

6 Current Known Issues

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