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Oracle Fusion Applications 11g

Workforce Deployment

Offering Content Guide


Table of Contents
1 Workforce Deployment......................................................12
1.1 Set Up Workforce Deployment...............................................................12
1.1.1 Set Up Workforce Structures....................................................................................................12
1.1.1.1 Run Application Tree Flattening Process........................................................................12
1.1.2 Set Up Extracts...........................................................................................................................12
1.1.2.1 Run HCM Extracts..............................................................................................................12
1.1.2.2 View HCM Extract Results.................................................................................................12
1.1.3 Set Up Travel..............................................................................................................................12
1.1.3.1 Manage Merchant Codes...................................................................................................12
1.2 Plan Workforce Deployment...................................................................12
1.2.1 Manage Workforce Structures..................................................................................................12
1.2.1.1 Manage Positions...............................................................................................................13
1.2.1.2 View Position......................................................................................................................13
1.2.1.3 Manage Position Trees......................................................................................................13
1.2.1.4 Manage Job.........................................................................................................................13
1.2.1.5 Manage Job Families.........................................................................................................13
1.2.1.6 Compare..............................................................................................................................13
1.2.1.7 Manage Grade Rates..........................................................................................................13
1.2.1.8 Manage Grade Ladders......................................................................................................13
1.2.1.9 Manage Grades...................................................................................................................13
1.2.1.10 Manage Departments.......................................................................................................13
1.2.1.11 Manage Department Trees...............................................................................................13
1.2.1.12 Manage Divisions.............................................................................................................13
1.2.1.13 Manage Disability Organizations....................................................................................13
1.2.1.14 Manage Reporting Establishments.................................................................................13
1.2.1.15 Manage Organization Trees.............................................................................................13
1.2.1.16 Manage Locations............................................................................................................13
1.2.1.17 Extract Workforce Structure Data...................................................................................13
1.2.1.18 Manage Organization Vacancies.....................................................................................13
1.2.1.19 Manage Collective Agreements......................................................................................13
1.3 Manage Workforce Lifecycle...................................................................13
1.3.1 Onboard Worker.........................................................................................................................13
1.3.1.1 Manage Tax Withholding...................................................................................................14
1.3.1.2 Elect Benefits......................................................................................................................14
1.3.1.3 Hire Employee.....................................................................................................................14
1.3.1.4 Add Goals for Direct Reports............................................................................................14
1.3.1.5 Update Person Profile........................................................................................................14
1.3.1.6 Add Contingent Worker.....................................................................................................14
1.3.1.7 View Payslip........................................................................................................................14
1.3.1.8 Manage Allocated Checklist..............................................................................................14
1.3.1.9 Manage Personal Payment Methods................................................................................14
1.3.1.10 Add Performance Goals...................................................................................................14
1.3.2 Add Person.................................................................................................................................14
1.3.2.1 Hire Employee.....................................................................................................................14
1.3.2.2 Rehire Employee................................................................................................................14
1.3.2.3 Add Contingent Worker.....................................................................................................14
1.3.2.4 Renew Placement...............................................................................................................14
1.3.2.5 Add Pending Worker..........................................................................................................14
1.3.2.6 Convert Pending Worker...................................................................................................14
1.3.2.7 Create Nonworker...............................................................................................................14
1.3.3 Promote Worker.........................................................................................................................14
1.3.3.1 Promotes Worker................................................................................................................15
1.3.3.2 Assign User Roles..............................................................................................................15

Offering Content Guide 2


1.3.4 Transfer Worker..........................................................................................................................15
1.3.4.1 Transfers Worker................................................................................................................15
1.3.4.2 Assign User Roles..............................................................................................................15
1.3.5 Terminate Worker.......................................................................................................................15
1.3.5.1 Terminate Work Relationship............................................................................................15
1.3.5.2 Correct Termination...........................................................................................................15
1.3.5.3 Reverse Termination..........................................................................................................15
1.3.5.4 Submit Resignation............................................................................................................15
1.3.5.5 Review Resignation Details...............................................................................................15
1.3.5.6 Update Resignation Details...............................................................................................15
1.3.6 Manage Employment Information.............................................................................................15
1.3.6.1 Manage Work Terms and Assignment.............................................................................16
1.3.6.2 Manage Work Relationships..............................................................................................16
1.3.6.3 Create New Assignments..................................................................................................16
1.3.6.4 Create New Employment Terms........................................................................................16
1.3.6.5 End Assignments...............................................................................................................17
1.3.6.6 End Employment Terms....................................................................................................17
1.3.6.7 Create New Work Relationships.......................................................................................17
1.3.6.8 Cancel Work Relationship.................................................................................................17
1.3.6.9 Change Manager.................................................................................................................17
1.3.6.10 Manage Direct Reports....................................................................................................17
1.3.6.11 Change Location..............................................................................................................17
1.3.6.12 Change Working Hours....................................................................................................17
1.3.6.13 Manage Work Schedule Assignment..............................................................................17
1.3.6.14 Manage Work Schedule Assignment Administration...................................................17
1.3.6.15 Manage Person Responsibilities....................................................................................17
1.3.6.16 Assign User Roles............................................................................................................17
1.3.6.17 Copy Personal Data to LDAP..........................................................................................17
1.3.6.18 Manage User Account and Roles....................................................................................17
1.3.6.19 Process Denormalized Supervisor Hierarchy................................................................17
1.3.6.20 Search Supervisor Hierarchy..........................................................................................17
1.3.6.21 Update Stored Manager Hierarchy..................................................................................17
1.3.6.22 Use Supervisor Hierarchy................................................................................................17
1.3.6.23 Use Position Lookup........................................................................................................17
1.3.6.24 Perform Worker Mass Transfer.......................................................................................17
1.3.6.25 Perform Worker Mass Assignment Change...................................................................17
1.3.6.26 Run Mass Updates Data Validation Process.................................................................18
1.3.6.27 Run Mass Updates Apply Process.................................................................................18
1.3.6.28 Manage Your People - Mobile..........................................................................................18
1.3.6.29 Explore Worker Organization - Mobile...........................................................................18
1.3.6.30 Monitor Your Organization - Mobile................................................................................19
1.3.6.31 Extract Worker Data.........................................................................................................19
1.3.6.32 View End-of-Year Tax Form.............................................................................................19
1.3.6.33 View Social Security Account Numbers.........................................................................19
1.3.6.34 Run Employee Verification Service Report....................................................................19
1.3.6.35 Manage Tax Withholding.................................................................................................19
1.3.6.36 Run New Hire Electronic Report.....................................................................................19
1.3.6.37 Run First Day Notification Report...................................................................................19
1.3.6.38 Run Personnel Register...................................................................................................19
1.3.6.39 Run Unique Statement of Employment Report.............................................................19
1.3.6.40 Run Work Certificate........................................................................................................19
1.3.6.41 Run Access to Training Report.......................................................................................19
1.3.6.42 Run Disability Report.......................................................................................................19
1.3.6.43 Run Manpower Movement Report..................................................................................19
1.3.6.44 Run Social Report............................................................................................................19
1.3.6.45 Run Disability Employment Report................................................................................19
1.3.6.46 Submit Tax Investment Declaration................................................................................19
1.3.6.47 Run Kuwaiti Disabled Workers Report...........................................................................19
1.3.6.48 Run Saudi Disabled Workers Report..............................................................................19

Offering Content Guide 3


1.3.6.49 Run Emirati Disabled Workers Report...........................................................................19
1.3.6.50 Run Worker Data Validation Report................................................................................19
1.3.6.51 Run Gatekeeper Law Process.........................................................................................20
1.3.6.52 Manage Seniority Dates...................................................................................................20
1.3.6.53 Manage Person Identifiers for External Applications...................................................20
1.3.6.54 View Person Identifiers for External Applications........................................................20
1.3.6.55 Reassign Pending Approvals for Terminations and Correct Invalid Supervisor
Assignments....................................................................................................................................20
1.3.7 Manage Personal Information...................................................................................................20
1.3.7.1 Manage Person...................................................................................................................20
1.3.7.2 View Personal Information................................................................................................20
1.3.7.3 Manage Person Disability..................................................................................................20
1.3.7.4 Change Marital Status........................................................................................................20
1.3.7.5 Change Personal Address.................................................................................................20
1.3.7.6 Share Information...............................................................................................................20
1.3.7.7 Compare..............................................................................................................................20
1.3.7.8 Self Request User Roles....................................................................................................20
1.3.7.9 Manage User Account and Roles......................................................................................20
1.3.7.10 Copy Personal Data to LDAP..........................................................................................20
1.3.7.11 Search Potential Participants..........................................................................................20
1.3.7.12 View Worker Portrait - Mobile..........................................................................................20
1.3.7.13 Manage Your Data - Mobile..............................................................................................20
1.3.8 Manage Competitions................................................................................................................21
1.3.8.1 View Competition List........................................................................................................21
1.3.8.2 View Competition Details...................................................................................................21
1.3.8.3 Update Competition Details...............................................................................................21
1.3.8.4 View Competition Rankings..............................................................................................21
1.3.8.5 Create New Competition....................................................................................................21
1.3.8.6 Vote in Competition............................................................................................................21
1.3.8.7 Update Competition Score................................................................................................21
1.3.8.8 Add Competition Submission...........................................................................................21
1.3.8.9 Participate in Social Network Conversation about Competition...................................21
1.3.8.10 Initiate Competition..........................................................................................................21
1.3.8.11 Notify Competition Participants......................................................................................21
1.3.8.12 Participate in Competition...............................................................................................21
1.3.8.13 End Competition...............................................................................................................21
1.3.8.14 Rank Contestants.............................................................................................................21
1.3.9 Share Videos...............................................................................................................................21
1.3.9.1 View Video List...................................................................................................................22
1.3.9.2 Record Video......................................................................................................................22
1.3.9.3 Upload Video.......................................................................................................................22
1.3.9.4 Convert Video Format........................................................................................................22
1.3.9.5 Add Closed Captioning to Video.......................................................................................22
1.3.9.6 Store Video..........................................................................................................................22
1.3.9.7 Share Video.........................................................................................................................22
1.3.9.8 Delete Video........................................................................................................................22
1.3.9.9 Watch Video........................................................................................................................22
1.3.9.10 Track Video Play Count...................................................................................................22
1.3.9.11 Like Video..........................................................................................................................22
1.3.9.12 Comment on Video...........................................................................................................22
1.4 Manage Workforce Records....................................................................22
1.4.1 Maintain Worker Directories......................................................................................................22
1.4.1.1 Search for Worker..............................................................................................................23
1.4.1.2 View Worker Portrait..........................................................................................................23
1.4.1.3 View Nonworker Portrait....................................................................................................23
1.4.1.4 Edit Public Settings............................................................................................................23
1.4.1.5 Print Worker Portrait..........................................................................................................23
1.4.1.6 Manage Gallery Administration Messages......................................................................23

Offering Content Guide 4


1.4.1.7 Run Person Keyword Refresh Process............................................................................23
1.4.1.8 Run Person Relevance Refresh Process.........................................................................23
1.4.1.9 Run Public Person Information Refresh Process...........................................................23
1.4.2 Manage Records Retention Program.......................................................................................23
1.4.2.1 Manage Documents of Record..........................................................................................23
1.4.2.2 View Documents of Record Expiry...................................................................................23
1.4.2.3 Search for Document.........................................................................................................23
1.4.3 Manage Checklists.....................................................................................................................23
1.4.3.1 Manage Checklist Template..............................................................................................23
1.4.3.2 Manage Allocated Checklist..............................................................................................23
1.4.4 Manage Social Profile................................................................................................................23
1.4.4.1 View Activity Stream..........................................................................................................24
1.4.4.2 Manage Social Bookmarks................................................................................................24
1.4.4.3 Update Self-descriptive Information.................................................................................24
1.4.4.4 View Social Profile..............................................................................................................24
1.4.4.5 Manage Kudos....................................................................................................................24
1.5 Manage Employee Relations...................................................................24
1.5.1 Manage Affirmative Action and Diversity Programs...............................................................24
1.5.1.1 Run EEO-1 Establishment Electronic Report..................................................................24
1.5.1.2 Run VETS-100A Establishment Electronic Report..........................................................24
1.5.1.3 Run VETS-100 Establishment Electronic Report............................................................24
1.5.1.4 Run Employment Equity Interface....................................................................................24
1.6 Manage Absences....................................................................................24
1.6.1 Maintain Absence Enrollments.................................................................................................24
1.6.1.1 Review Absence Plan Enrollments...................................................................................24
1.6.1.2 Manage Absence Plan Enrollment Events.......................................................................24
1.6.1.3 Update Absence Plan Enrollments...................................................................................24
1.6.1.4 Adjust Absence Plan Balances.........................................................................................24
1.6.1.5 Calculate Accruals.............................................................................................................24
1.6.2 Schedule and Record Absences...............................................................................................24
1.6.2.1 Manage Absence Cases.....................................................................................................25
1.6.2.2 Maintain Absence Records................................................................................................25
1.6.3 Manage Absence Processing....................................................................................................25
1.6.3.1 Schedule and Monitor Absence Batch Processes..........................................................25
1.6.3.2 Configure Absence Batch Parameters.............................................................................25
1.6.4 Report and Analyze Absence Data...........................................................................................25
1.6.4.1 Report Absence History.....................................................................................................25
1.7 Manage Time and Labor..........................................................................25
1.7.1 Report Time................................................................................................................................25
1.7.1.1 Report Time by Calendar...................................................................................................26
1.7.1.2 Report Time by Web Clock................................................................................................26
1.7.1.3 Manage Time Cards............................................................................................................26
1.7.1.4 Search Time Cards.............................................................................................................26
1.7.1.5 Create Time Card................................................................................................................26
1.7.1.6 Manage Time Entries..........................................................................................................26
1.7.1.7 Manage Time Events..........................................................................................................26
1.7.1.8 Manage Person Identifiers for External Applications.....................................................26
1.7.1.9 Generate Time Cards.........................................................................................................26
1.7.1.10 Generate Time Entries.....................................................................................................26
1.7.1.11 Generate Time Events......................................................................................................26
1.7.1.12 Resolve Badge Exceptions..............................................................................................26
1.7.1.13 Resolve All Exceptions by Worker.................................................................................26
1.7.1.14 View Scheduled Processes.............................................................................................26
1.7.2 Transfer Time..............................................................................................................................26
1.7.2.1 Review Incomplete Time Transfer Processes.................................................................26
1.7.2.2 Resolve Time Cards with Transfer Failures.....................................................................26
1.7.3 Analyze Time..............................................................................................................................26
1.7.3.1 Analyze Rule Processing Details......................................................................................26

Offering Content Guide 5


1.8 Manage Schedules...................................................................................27
1.8.1 Manage Worker Schedules........................................................................................................27
1.8.1.1 View Time by Calendar......................................................................................................27
1.8.1.2 View Team Schedule..........................................................................................................27
1.8.1.3 Manage Planned Schedule................................................................................................27
1.8.1.4 View Published Schedule..................................................................................................27
1.9 Manage Payroll.........................................................................................27
1.9.1 Maintain Personal Payroll Information.....................................................................................27
1.9.1.1 Adjust Individual Balances................................................................................................28
1.9.1.2 Run Batch Balance Adjustments......................................................................................28
1.9.1.3 Manage Personal Deductions...........................................................................................28
1.9.1.4 Manage Batch Uploads......................................................................................................28
1.9.1.5 Load Initial Balances..........................................................................................................28
1.9.1.6 Manage Costing for a Person............................................................................................28
1.9.1.7 Manage Payment Methods................................................................................................28
1.9.1.8 Manage Element Entries....................................................................................................28
1.9.1.9 Calculate HCM Rates..........................................................................................................28
1.9.1.10 Manage Personal Payment Methods..............................................................................28
1.9.1.11 Manage Payroll Relationships.........................................................................................28
1.9.1.12 Manage TFN 28 Day Adjustment.....................................................................................28
1.9.1.13 Manage Third-Party Person Payment Methods.............................................................28
1.9.2 Manage Payroll Transactions....................................................................................................28
1.9.2.1 Submit Payroll Flows.........................................................................................................29
1.9.2.2 Submit a Process or Report..............................................................................................29
1.9.2.3 Transfer Batch....................................................................................................................29
1.9.2.4 Purge HCM Batch...............................................................................................................29
1.9.2.5 Load Benefit Batches.........................................................................................................29
1.9.2.6 Load Absence Batches......................................................................................................29
1.9.2.7 Load Time Card Batches...................................................................................................29
1.9.2.8 View Payroll Flow Based Analytics..................................................................................29
1.9.3 Manage Payroll Interface...........................................................................................................29
1.9.3.1 Manage Payroll Interface Inbound Records.....................................................................30
1.9.3.2 View Payroll Messages......................................................................................................30
1.9.3.3 Run Payroll Interface Report for NGA..............................................................................30
1.9.3.4 Run Payroll Interface Report for ADP PayForce.............................................................30
1.9.3.5 Transfer Batch....................................................................................................................30
1.9.3.6 Manage Personal Payment Methods................................................................................30
1.9.3.7 View Employee Messages.................................................................................................30
1.9.3.8 Retry Payroll Process........................................................................................................30
1.9.3.9 Mark for Retry.....................................................................................................................30
1.9.3.10 View Person Process Results.........................................................................................30
1.9.3.11 View Payroll Run Results................................................................................................30
1.9.3.12 View Archive Results.......................................................................................................30
1.9.3.13 Roll Back Process............................................................................................................30
1.9.3.14 Manage Element Entries..................................................................................................30
1.9.3.15 Manage Payroll Relationships.........................................................................................30
1.9.3.16 View Payroll Process Results.........................................................................................30
1.9.3.17 Run Payroll Balance Report............................................................................................30
1.9.3.18 Submit a Process or Report............................................................................................30
1.9.3.19 Run Global Payroll Interface Report...............................................................................30
1.9.3.20 Manage Personal Deductions.........................................................................................30
1.9.3.21 Manage Batch Uploads....................................................................................................30
1.9.3.22 Calculate Gross Earnings................................................................................................30
1.9.3.23 Run Element Result Report.............................................................................................30
1.9.4 Confirm Payroll Readiness........................................................................................................31
1.9.4.1 Adjust Run Balance Dates.................................................................................................31
1.9.4.2 Confirm Conversion Rates................................................................................................31
1.9.4.3 Generate Run Balances.....................................................................................................31

Offering Content Guide 6


1.9.4.4 Confirm Completion of Payroll Preprocessing................................................................31
1.9.5 Calculate, Validate and Balance Payroll..................................................................................31
1.9.5.1 Run Payroll Activity Report...............................................................................................32
1.9.5.2 View Payroll Run Results..................................................................................................32
1.9.5.3 View Payroll Process Results...........................................................................................32
1.9.5.4 View Employee Messages.................................................................................................32
1.9.5.5 Run Balance Exception Report.........................................................................................32
1.9.5.6 Run Gross-to-Net Report...................................................................................................32
1.9.5.7 Calculate Payroll.................................................................................................................32
1.9.5.8 Roll Back Process..............................................................................................................32
1.9.5.9 Calculate Gross Earnings..................................................................................................32
1.9.5.10 Manage Event Notifications.............................................................................................32
1.9.5.11 Recalculate Payroll for Retroactive Changes................................................................32
1.9.5.12 Run Deduction Report.....................................................................................................32
1.9.5.13 Retry Payroll Process......................................................................................................32
1.9.5.14 Calculate QuickPay..........................................................................................................32
1.9.5.15 Run Payroll Balance Report............................................................................................33
1.9.5.16 Run Element Result Report.............................................................................................33
1.9.5.17 Manage Object Groups....................................................................................................33
1.9.5.18 Manage Person Groups...................................................................................................33
1.9.5.19 View Statement of Earnings............................................................................................33
1.9.5.20 Run Payroll Validation Report.........................................................................................33
1.9.5.21 View Person Process Results.........................................................................................33
1.9.5.22 View Balances...................................................................................................................33
1.9.5.23 View Payroll Messages....................................................................................................33
1.9.5.24 Mark for Retry...................................................................................................................33
1.9.5.25 Run Payroll Data Validation Report................................................................................33
1.9.5.26 Run NI Category Update..................................................................................................33
1.9.5.27 Run NI Category Update Under 21 April 2015................................................................33
1.9.6 Calculate Payment Distributions..............................................................................................33
1.9.6.1 Retry Payroll Process........................................................................................................33
1.9.6.2 Calculate QuickPay Prepayments.....................................................................................33
1.9.6.3 Calculate Prepayments......................................................................................................33
1.9.6.4 View Prepayment Results..................................................................................................33
1.9.6.5 Reverse Payroll Calculation..............................................................................................33
1.9.7 Calculate Cost Distributions.....................................................................................................33
1.9.7.1 Calculate Costing of Payments.........................................................................................34
1.9.7.2 View Costed Results..........................................................................................................34
1.9.7.3 Retry Payroll Process........................................................................................................34
1.9.7.4 Adjust Cost for a Person...................................................................................................34
1.9.7.5 View Costed Payments......................................................................................................34
1.9.7.6 Costing of Balance Adjustment........................................................................................34
1.9.7.7 Calculate Partial Period Accruals.....................................................................................34
1.9.7.8 Calculate Retroactive Costing...........................................................................................34
1.9.7.9 Run Payroll Costing Report...............................................................................................34
1.9.8 Distribute Payroll Payments......................................................................................................34
1.9.8.1 Make Third Party Check Payments...................................................................................35
1.9.8.2 Run Third-Party Payments Register.................................................................................35
1.9.8.3 Make Cash Payment...........................................................................................................35
1.9.8.4 View Payslip........................................................................................................................35
1.9.8.5 Run Direct Deposit Electronic Report..............................................................................35
1.9.8.6 View Payment Transactions..............................................................................................35
1.9.8.7 View Archive Results.........................................................................................................35
1.9.8.8 Archive Periodic Payroll Results......................................................................................35
1.9.8.9 Make EFT Payments...........................................................................................................35
1.9.8.10 Retry Payroll Process......................................................................................................35
1.9.8.11 Run Payment Register Report.........................................................................................35
1.9.8.12 Run Payroll Register Report............................................................................................35
1.9.8.13 Transfer Payments to Cash Management......................................................................35

Offering Content Guide 7


1.9.8.14 Void Payment....................................................................................................................35
1.9.8.15 Generate Check Payments..............................................................................................35
1.9.8.16 Cancel Payment................................................................................................................35
1.9.8.17 Generate Payslips............................................................................................................35
1.9.8.18 Run Third-Party Involuntary Deductions Initialization Extract....................................35
1.9.8.19 Mark for Retry...................................................................................................................35
1.9.8.20 Make External Payments.................................................................................................35
1.9.8.21 Reissue Payment..............................................................................................................35
1.9.8.22 Make IAT EFT Payment....................................................................................................35
1.9.8.23 Run Third-Party Involuntary Payments Extract.............................................................35
1.9.9 Distribute Payroll Accounting Information..............................................................................36
1.9.9.1 Create Draft Accounting....................................................................................................36
1.9.9.2 Review Draft Journal Entries.............................................................................................36
1.9.9.3 Transfer to Subledger Accounting...................................................................................36
1.9.9.4 Review Final Journal Entries.............................................................................................36
1.9.9.5 Create Final Accounting....................................................................................................36
1.9.10 Manage Regulatory and Tax Reporting..................................................................................36
1.9.10.1 Run UK WNU Process......................................................................................................37
1.9.10.2 Archive End-of-Year Payroll Results..............................................................................37
1.9.10.3 Run GOSI Form 4..............................................................................................................37
1.9.10.4 Run P45 Process..............................................................................................................37
1.9.10.5 Run End of Year P14 EDI Process..................................................................................37
1.9.10.6 Run Form 2........................................................................................................................37
1.9.10.7 Run Statutory Deduction Register..................................................................................37
1.9.10.8 Run Form 6........................................................................................................................37
1.9.10.9 Run Employee Verification Service Report....................................................................37
1.9.10.10 Run End of Year Archive Process................................................................................37
1.9.10.11 Run W-2 Register............................................................................................................37
1.9.10.12 Run Tax Code Uplift Process........................................................................................37
1.9.10.13 Run End of Year Multiple Works Number Report........................................................37
1.9.10.14 Run Start of Year Process.............................................................................................38
1.9.10.15 Run W-2 Employee Report............................................................................................38
1.9.10.16 Run Individual Income Tax Detail Report.....................................................................38
1.9.10.17 Run GOSI Form 5............................................................................................................38
1.9.10.18 Run Individual Income Tax Summary Report..............................................................38
1.9.10.19 Run Quarter-to-Date Archive.........................................................................................38
1.9.10.20 Run End of Year Reconciliation Report.......................................................................38
1.9.10.21 Run P6 P6B P9 Upload Process....................................................................................38
1.9.10.22 Run Form 7......................................................................................................................38
1.9.10.23 Run State Quarterly Wage Listing Reports..................................................................38
1.9.10.24 Run Monthly Contributions - Private Sector................................................................38
1.9.10.25 Run P45(3) P46 P46(Pen) Process................................................................................38
1.9.10.26 Run GOSI Form 3............................................................................................................39
1.9.10.27 Run Monthly Contributions - Government Sector.......................................................39
1.9.10.28 Run Form 1......................................................................................................................39
1.9.10.29 Run Invalid Address Report..........................................................................................39
1.9.10.30 Run Multiple Worksite Electronic Report.....................................................................39
1.9.10.31 Run End of Year P60 Report..........................................................................................39
1.9.10.32 Run Report 56.................................................................................................................39
1.9.10.33 Run Report 168...............................................................................................................39
1.9.10.34 Run Report 103...............................................................................................................39
1.9.10.35 Run Report 166...............................................................................................................39
1.9.10.36 Run Report 55.................................................................................................................39
1.9.10.37 Run TFN Declaration E-file and Listing Report...........................................................39
1.9.10.38 Run Third-Party Periodic Tax Filing Extract................................................................39
1.9.10.39 Run Third-Party Quarterly Tax Filing Extract..............................................................40
1.9.10.40 Run NINO Verification Request.....................................................................................40
1.9.10.41 Run NINO Verification Reply.........................................................................................40
1.9.10.42 Run Employer Alignment Submission.........................................................................40

Offering Content Guide 8


1.9.10.43 Run Errors and Warnings Report.................................................................................40
1.9.10.44 Run RTI Initialization Process.......................................................................................40
1.9.10.45 Run IR56E Report...........................................................................................................40
1.9.10.46 Run State-Owned Enterprise Payroll Data Interface Report......................................40
1.9.10.47 Run Pensions Automatic Enrolment Assessment Process.......................................40
1.9.10.48 Run Full Payment Submission for Tax Year Ending April 2014.................................40
1.9.10.49 Run Employer Payment Summary for Tax Year Ending April 2014...........................40
1.9.10.50 Run Earlier Year Updates for Tax Year Ending April 2014.........................................40
1.9.10.51 Run Full Payment Submission for Tax Year Ending April 2015.................................41
1.9.10.52 Run Employer Payment Summary for Tax Year Ending April 2015...........................41
1.9.10.53 Run Earlier Year Updates for Tax Year Ending April 2015.........................................41
1.9.10.54 Run Report on Hirings...................................................................................................41
1.9.10.55 Reconcile HMRC Reporting and P60 Report...............................................................41
1.9.10.56 Run Third-Party Monthly Tax Filing Extract.................................................................41
1.9.10.57 Run Record of Employment Interface..........................................................................41
1.9.10.58 Run Workers Compensation Assessable Wages Report...........................................41
1.9.10.59 Run Emirati IPE Consolidated Report..........................................................................41
1.9.10.60 Run Kuwaiti IPE Consolidated Report..........................................................................41
1.9.10.61 Run Saudi IPE Consolidated Report.............................................................................41
1.9.10.62 Run Saudi IPE Report....................................................................................................41
1.9.10.63 Run Salary Information File...........................................................................................41
1.9.10.64 Run W-2c Archive...........................................................................................................41
1.9.10.65 Run DEA Payment Summary.........................................................................................41
1.9.10.66 Run CMS DEO Payment Schedule................................................................................41
1.9.10.67 Run Payment Output File...............................................................................................41
1.9.10.68 Run Provincial Medical Report......................................................................................41
1.9.10.69 Run W-2c Employee Report..........................................................................................41
1.9.10.70 Run End-of-Year Reports...............................................................................................41
1.9.10.71 Run End-of-Year Register..............................................................................................41
1.9.10.72 Run End-of-Year Exception Reports............................................................................41
1.10 Manage Expenses..................................................................................41
1.10.1 Request Travel Authorization or Cash Advance...................................................................42
1.10.1.1 Create Cash Advance Request.......................................................................................42
1.10.2 Process Travel Authorization or Cash Advance...................................................................42
1.10.2.1 Create Payables Documents...........................................................................................42
1.10.2.2 Approve Travel Authorization or Cash Advance...........................................................42
1.10.2.3 Generate Overdue Cash Advance Notifications............................................................42
1.10.2.4 Audit Travel Authorization or Cash Advance................................................................42
1.10.2.5 Review Cash Advance Payables Document Process Results.....................................42
1.10.3 Manage Credit Card Data.........................................................................................................42
1.10.3.1 Review Corporate Card Transaction Upload Results...................................................42
1.10.3.2 Create Corporate Card Issuer Payment Requests........................................................42
1.10.3.3 Manage Historical Corporate Card Transactions..........................................................42
1.10.3.4 Upload and Validate Corporate Card Transaction File.................................................42
1.10.3.5 Review Historical Corporate Card Transaction Process Results................................42
1.10.3.6 Review Outstanding Corporate Card Transactions......................................................42
1.10.3.7 Review Corporate Card Issuer Payment Request Process Results............................42
1.10.3.8 Review Corporate Card Transactions............................................................................42
1.10.4 Enter Expense Report..............................................................................................................42
1.10.4.1 Manage Expense Reports................................................................................................43
1.10.4.2 Manage Expense Items....................................................................................................43
1.10.4.3 Manage Corporate Card Transactions...........................................................................43
1.10.4.4 Manage Bank Accounts for Expense Reimbursement.................................................43
1.10.4.5 Manage Delegate Authorization......................................................................................43
1.10.5 Approve Expense Report........................................................................................................43
1.10.5.1 Approve Expense Reports...............................................................................................43
1.10.6 Audit Expense Report..............................................................................................................43
1.10.6.1 Audit Expense Reports....................................................................................................43

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1.10.6.2 Manage Expense Audit List Membership.......................................................................43
1.10.6.3 Generate Overdue and Missing Receipt Notifications..................................................43
1.10.6.4 Check In Expense Report Receipt Packages.................................................................43
1.10.7 Process Expense Reimbursements.......................................................................................43
1.10.7.1 Create Payables Documents...........................................................................................43
1.10.7.2 Prepare Expense Reports for Export..............................................................................43
1.10.7.3 Review Expense Report Export Results........................................................................43
1.10.7.4 Review Expense Reimbursement Process Results......................................................43
1.10.8 Manage Trips............................................................................................................................44
1.10.8.1 Book Travel.......................................................................................................................44
1.10.8.2 Create and Update Trip Expense Report........................................................................44
1.10.8.3 Import Travel Itineraries...................................................................................................44
1.10.8.4 Maintain Trip.....................................................................................................................44
1.11 Provide Employee Help Desk Support.................................................44
1.12 Analyze Workforce Deployment...........................................................44
1.12.1 Generate Workforce Deployment Intelligence.......................................................................44
1.12.1.1 Process Worker Prediction Data Mining........................................................................44
1.12.1.2 View Worker Prediction...................................................................................................44
1.12.2 Evaluate Workforce Deployment Performance.....................................................................44
1.12.2.1 View Manager Transaction Dashboard..........................................................................44
1.12.2.2 View Human Resource Specialist Transaction Dashboard..........................................44
1.12.3 Manage Workforce Optimization............................................................................................44
1.12.3.1 Manage Workforce Models..............................................................................................44

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Disclaimer
This document describes product features that are proposed for the specified release of Oracle Fusion
Applications. This document describes new functionality only.

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 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 assess the business benefits of
upgrading to Oracle Fusion, and 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.

Introduction
This document communicates information about new or changed functionality introduced in Oracle Fusion
Applications. For your convenience, all the available functionality for the offerings included in this document
is organized hierarchically first by business process, then detailed business process. Finally the document
lists the required and optional tasks for these detailed business processes.

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1 Workforce Deployment
The workforce deployment process allows organizations to align resources and people with business
objectives, and enter and maintain information related to person, employment, and work structures.
Organizations can maximize employee value, manage individual and team contributions, and adhere to
statutory, union, and organization labor requirements. The process also includes full service payroll
offerings for core payroll and localizations including setup, processing, monitoring, internal and external
integration touch points, and reporting.

1.1 Set Up Workforce Deployment


Setup Workforce Deployment

1.1.1 Set Up Workforce Structures


Configure structures to represent the management and operating requirements of the
enterprise. Define the structures to support and represent workers using jobs, positions,
and grades.

1.1.1.1 Run Application Tree Flattening Process

1.1.2 Set Up Extracts


Extract HR and payroll data from the database, transform the extract results to the desired
format, and distribute the output using different delivery modes.

1.1.2.1 Run HCM Extracts

1.1.2.2 View HCM Extract Results

1.1.3 Set Up Travel


Manage travel partner integrations with third party booking tools. Manage travel itinerary
validation rules, merchant codes and travel policy lookup types to support travel itinerary
import validations.

1.1.3.1 Manage Merchant Codes

1.2 Plan Workforce Deployment


Use the plan workforce deployment process to perform workforce and employment related transactions.

1.2.1 Manage Workforce Structures


Create and update the workforce structures that occur in the enterprise, including jobs, job
families, positions, locations, grades, grade rates, grade ladders, departments, and other
organizations. Compare multiple jobs or positions to highlight differences. Inactivate
workforce structures that are no longer required.

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1.2.1.1 Manage Positions

1.2.1.2 View Position

1.2.1.3 Manage Position Trees

1.2.1.4 Manage Job

1.2.1.5 Manage Job Families

1.2.1.6 Compare

1.2.1.7 Manage Grade Rates

1.2.1.8 Manage Grade Ladders

1.2.1.9 Manage Grades

1.2.1.10 Manage Departments

1.2.1.11 Manage Department Trees

1.2.1.12 Manage Divisions

1.2.1.13 Manage Disability Organizations

1.2.1.14 Manage Reporting Establishments

1.2.1.15 Manage Organization Trees

1.2.1.16 Manage Locations

1.2.1.17 Extract Workforce Structure Data

1.2.1.18 Manage Organization Vacancies

1.2.1.19 Manage Collective Agreements

1.3 Manage Workforce Lifecycle


Allow for the simple intelligent navigation and completion of complex workforce processes that span
across multiple departments and systems through the utilization of Fusion Middleware and Applications.

1.3.1 Onboard Worker


Manage the process for onboarding new employees and contingent workers. Configure the
business process to encompass tasks that members of the workforce perform before and
after the first day of work. Guide managers through the hiring tasks to establish the new
worker's personal information, employment information, and skills profile. Enable managers

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to define goals for the worker and set up a checklist of tasks for the worker to complete.
Enable workers to validate their personal information, review employment details, and add
to their skills profile and goals. Other tasks for new workers include enrolling in benefits,
viewing compensation, and viewing payslip details.

1.3.1.1 Manage Tax Withholding

1.3.1.2 Elect Benefits

1.3.1.3 Hire Employee

1.3.1.4 Add Goals for Direct Reports

1.3.1.5 Update Person Profile

1.3.1.6 Add Contingent Worker

1.3.1.7 View Payslip

1.3.1.8 Manage Allocated Checklist

1.3.1.9 Manage Personal Payment Methods

1.3.1.10 Add Performance Goals

1.3.2 Add Person


Add new employees, contingent workers, and nonworkers, such as volunteers and interns,
to the enterprise. Rehire former employees and renew former contingent workers. So that
onboarding tasks can begin, create records for workers who will join the enterprise at a
future date, and complete the hire process later. For all new persons, enter personal and
employment information.

1.3.2.1 Hire Employee

1.3.2.2 Rehire Employee

1.3.2.3 Add Contingent Worker

1.3.2.4 Renew Placement

1.3.2.5 Add Pending Worker

1.3.2.6 Convert Pending Worker

1.3.2.7 Create Nonworker

1.3.3 Promote Worker


Advance a worker by entering changes to the worker's employment details, including job,

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grade, department, manager, and salary. View promotion and compensation analytics.
Manage the provisioning of roles associated with the promotion.

1.3.3.1 Promotes Worker

1.3.3.2 Assign User Roles

1.3.4 Transfer Worker


Move a worker, permanently or temporarily. Enter changes to the worker's employment
details, including work location, assignment managers, and salary. Manage the provisioning
of roles associated with the transfer.

1.3.4.1 Transfers Worker

1.3.4.2 Assign User Roles

1.3.5 Terminate Worker


Terminate worker and nonworker relationships. Capture key termination details including
termination action and reason that help identify whether the termination is voluntary or
involuntary. Track key dates such as termination date and the last date worked. Enter and
maintain future-dated sensitive terminations.

1.3.5.1 Terminate Work Relationship

1.3.5.2 Correct Termination

1.3.5.3 Reverse Termination

1.3.5.4 Submit Resignation

1.3.5.5 Review Resignation Details

1.3.5.6 Update Resignation Details

1.3.6 Manage Employment Information


Create and maintain worker and nonworker relationships with legal employers, and manage
periods of service. Create and maintain assignments within worker and nonworker
relationships. For example, specify the standard working hours, work location, job or
position, manager, and payroll information for an employee assignment. Manage contracts,
promote and transfer workers, end assignments, and terminate worker and nonworker
relationships. Compare the employment records of multiple workers with each other or with
job profiles to identify differences. Manage statutory HR reporting.

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1.3.6.1 Manage Work Terms and Assignment

1.3.6.2 Manage Work Relationships

1.3.6.3 Create New Assignments

1.3.6.4 Create New Employment Terms

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1.3.6.5 End Assignments

1.3.6.6 End Employment Terms

1.3.6.7 Create New Work Relationships

1.3.6.8 Cancel Work Relationship

1.3.6.9 Change Manager

1.3.6.10 Manage Direct Reports

1.3.6.11 Change Location

1.3.6.12 Change Working Hours

1.3.6.13 Manage Work Schedule Assignment

1.3.6.14 Manage Work Schedule Assignment Administration

1.3.6.15 Manage Person Responsibilities

1.3.6.16 Assign User Roles

1.3.6.17 Copy Personal Data to LDAP

1.3.6.18 Manage User Account and Roles

1.3.6.19 Process Denormalized Supervisor Hierarchy

1.3.6.20 Search Supervisor Hierarchy

1.3.6.21 Update Stored Manager Hierarchy

1.3.6.22 Use Supervisor Hierarchy

1.3.6.23 Use Position Lookup

1.3.6.24 Perform Worker Mass Transfer

1.3.6.25 Perform Worker Mass Assignment Change

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1.3.6.26 Run Mass Updates Data Validation Process

1.3.6.27 Run Mass Updates Apply Process

1.3.6.28 Manage Your People - Mobile

1.3.6.29 Explore Worker Organization - Mobile

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1.3.6.30 Monitor Your Organization - Mobile

1.3.6.31 Extract Worker Data

1.3.6.32 View End-of-Year Tax Form

1.3.6.33 View Social Security Account Numbers

1.3.6.34 Run Employee Verification Service Report

1.3.6.35 Manage Tax Withholding

1.3.6.36 Run New Hire Electronic Report

1.3.6.37 Run First Day Notification Report

1.3.6.38 Run Personnel Register

1.3.6.39 Run Unique Statement of Employment Report

1.3.6.40 Run Work Certificate

1.3.6.41 Run Access to Training Report

1.3.6.42 Run Disability Report

1.3.6.43 Run Manpower Movement Report

1.3.6.44 Run Social Report

1.3.6.45 Run Disability Employment Report

1.3.6.46 Submit Tax Investment Declaration

1.3.6.47 Run Kuwaiti Disabled Workers Report

1.3.6.48 Run Saudi Disabled Workers Report

1.3.6.49 Run Emirati Disabled Workers Report

1.3.6.50 Run Worker Data Validation Report

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1.3.6.51 Run Gatekeeper Law Process

1.3.6.52 Manage Seniority Dates

1.3.6.53 Manage Person Identifiers for External Applications

1.3.6.54 View Person Identifiers for External Applications

1.3.6.55 Reassign Pending Approvals for Terminations and Correct Invalid Supervisor
Assignments

1.3.7 Manage Personal Information


Manage the personal information of all workers, nonworkers, and personal contacts.
Personal information includes names and addresses, national identifiers, communication
preferences, visas, work permits, driver's licenses, emergency and other contacts,
registered disabilities, and country-specific information. Share selected personal
information with recipients inside and outside the enterprise. For example, a worker can
share personal information with a hiring manager elsewhere in the enterprise. Compare the
personal information of two or more persons to identify differences.

1.3.7.1 Manage Person

1.3.7.2 View Personal Information

1.3.7.3 Manage Person Disability

1.3.7.4 Change Marital Status

1.3.7.5 Change Personal Address

1.3.7.6 Share Information

1.3.7.7 Compare

1.3.7.8 Self Request User Roles

1.3.7.9 Manage User Account and Roles

1.3.7.10 Copy Personal Data to LDAP

1.3.7.11 Search Potential Participants

1.3.7.12 View Worker Portrait - Mobile

1.3.7.13 Manage Your Data - Mobile

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1.3.8 Manage Competitions
This activity includes the tasks necessary to manage workforce optimization and
productivity competitions.

1.3.8.1 View Competition List

1.3.8.2 View Competition Details

1.3.8.3 Update Competition Details

1.3.8.4 View Competition Rankings

1.3.8.5 Create New Competition

1.3.8.6 Vote in Competition

1.3.8.7 Update Competition Score

1.3.8.8 Add Competition Submission

1.3.8.9 Participate in Social Network Conversation about Competition

1.3.8.10 Initiate Competition

1.3.8.11 Notify Competition Participants

1.3.8.12 Participate in Competition

1.3.8.13 End Competition

1.3.8.14 Rank Contestants

1.3.9 Share Videos


This activity includes the tasks necessary to allow workers to share work related videos in
order to facilitate workforce optimization and productivity.

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1.3.9.1 View Video List

1.3.9.2 Record Video

1.3.9.3 Upload Video

1.3.9.4 Convert Video Format

1.3.9.5 Add Closed Captioning to Video

1.3.9.6 Store Video

1.3.9.7 Share Video

1.3.9.8 Delete Video

1.3.9.9 Watch Video

1.3.9.10 Track Video Play Count

1.3.9.11 Like Video

1.3.9.12 Comment on Video

1.4 Manage Workforce Records


Use the manage workforce records process to maintain person and employment related data.

1.4.1 Maintain Worker Directories


Maintain a directory of employees, contingent workers, and nonworkers in the enterprise.
Use functional security and data security to control access to personal information in the
directory. Using the directory as a start point, update personal and employment information.
Perform keyword and structured searches of the directory. Publish messages to directory
users. For example, add a message to the directory entries of workers in a location that is
temporarily closed because of inclement weather.

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1.4.1.1 Search for Worker

1.4.1.2 View Worker Portrait

1.4.1.3 View Nonworker Portrait

1.4.1.4 Edit Public Settings

1.4.1.5 Print Worker Portrait

1.4.1.6 Manage Gallery Administration Messages

1.4.1.7 Run Person Keyword Refresh Process

1.4.1.8 Run Person Relevance Refresh Process

1.4.1.9 Run Public Person Information Refresh Process

1.4.2 Manage Records Retention Program


Capture details of documents, such as employment verification documents, certifications,
and education records, that are essential in the employment of a workforce. Monitor and
report on important dates, such as the expiration dates of critical documents. Attach copies
of documents to document records for easy retrieval and viewing.

1.4.2.1 Manage Documents of Record

1.4.2.2 View Documents of Record Expiry

1.4.2.3 Search for Document

1.4.3 Manage Checklists


Group related tasks in a single checklist. Use checklists to manage business processes,
such as employee hiring, transfer, and termination, that require the completion of
predictable tasks in a particular sequence. Identify task performers and allocate checklists
to the people they concern, such as new hires or workers leaving the enterprise. Allocate
checklists automatically when a life event, such as a transfer or a change in marital status,
occurs.

1.4.3.1 Manage Checklist Template

1.4.3.2 Manage Allocated Checklist

1.4.4 Manage Social Profile


Share information, such as your interests and expertise, with others. Bookmark a page and
share with others and view bookmarks that others share. Give and receive kudos.

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1.4.4.1 View Activity Stream

1.4.4.2 Manage Social Bookmarks

1.4.4.3 Update Self-descriptive Information

1.4.4.4 View Social Profile

1.4.4.5 Manage Kudos

1.5 Manage Employee Relations


The manage employee relations process enables you to accurately maintain worker disciplinary actions.

1.5.1 Manage Affirmative Action and Diversity Programs


Manage Affirmative Action and Diversity Programs.

1.5.1.1 Run EEO-1 Establishment Electronic Report

1.5.1.2 Run VETS-100A Establishment Electronic Report

1.5.1.3 Run VETS-100 Establishment Electronic Report

1.5.1.4 Run Employment Equity Interface

1.6 Manage Absences


1.6.1 Maintain Absence Enrollments
Enroll employees in accrual plans. Review accrual balances of employees.

1.6.1.1 Review Absence Plan Enrollments

1.6.1.2 Manage Absence Plan Enrollment Events

1.6.1.3 Update Absence Plan Enrollments

1.6.1.4 Adjust Absence Plan Balances

1.6.1.5 Calculate Accruals

1.6.2 Schedule and Record Absences


Record absence period of employee for single or multiple assignments. Review daily
breakdown, resource availability for the absence period. Review the employee specific
calendar events. Create and analyze Absence cases for employees.

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1.6.2.1 Manage Absence Cases

1.6.2.2 Maintain Absence Records

1.6.3 Manage Absence Processing


Run accrual carryover process to carry forward the unused entitlement time of an employee
from one accrual term to the next.

1.6.3.1 Schedule and Monitor Absence Batch Processes

1.6.3.2 Configure Absence Batch Parameters

1.6.4 Report and Analyze Absence Data


Review the list of employees for various absence parameters such as category, types etc.
Review the absence history of an employee to investigate the issues.

1.6.4.1 Report Absence History

1.7 Manage Time and Labor


1.7.1 Report Time
Report work and absence time by creating a time card or a calendar entry. User can add,
update, or delete time based on access configuration. Time is both validated and approved
before retrieved by time consumers.

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1.7.1.1 Report Time by Calendar

1.7.1.2 Report Time by Web Clock

1.7.1.3 Manage Time Cards

1.7.1.4 Search Time Cards

1.7.1.5 Create Time Card

1.7.1.6 Manage Time Entries

1.7.1.7 Manage Time Events

1.7.1.8 Manage Person Identifiers for External Applications

1.7.1.9 Generate Time Cards

1.7.1.10 Generate Time Entries

1.7.1.11 Generate Time Events

1.7.1.12 Resolve Badge Exceptions

1.7.1.13 Resolve All Exceptions by Worker

1.7.1.14 View Scheduled Processes

1.7.2 Transfer Time


Prepare time entries to be retrieved by consuming applications, like payroll or projects.
Time can only be retrieved when error free and approved.

1.7.2.1 Review Incomplete Time Transfer Processes

1.7.2.2 Resolve Time Cards with Transfer Failures

1.7.3 Analyze Time


This activity facilitates the analysis of time and labor information.

1.7.3.1 Analyze Rule Processing Details

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1.8 Manage Schedules
1.8.1 Manage Worker Schedules
View personal and team schedules. Schedule owners can update schedules.

1.8.1.1 View Time by Calendar

1.8.1.2 View Team Schedule

1.8.1.3 Manage Planned Schedule

1.8.1.4 View Published Schedule

1.9 Manage Payroll


Set up and process your payroll. The manage payroll process provides internal and external integration
and reporting on payroll activities.

1.9.1 Maintain Personal Payroll Information


Enter and review earning and deduction information for one or more persons. Define
payment instructions for each person, including payment frequency and how the payments
are to be paid. If necessary, enter details to indicate the appropriate cost center for a
person's payroll costs. Capture additional payroll-related information required by a
particular country or legislation.

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1.9.1.1 Adjust Individual Balances

1.9.1.2 Run Batch Balance Adjustments

1.9.1.3 Manage Personal Deductions

1.9.1.4 Manage Batch Uploads

1.9.1.5 Load Initial Balances

1.9.1.6 Manage Costing for a Person

1.9.1.7 Manage Payment Methods

1.9.1.8 Manage Element Entries

1.9.1.9 Calculate HCM Rates

1.9.1.10 Manage Personal Payment Methods

1.9.1.11 Manage Payroll Relationships

1.9.1.12 Manage TFN 28 Day Adjustment

1.9.1.13 Manage Third-Party Person Payment Methods

1.9.2 Manage Payroll Transactions


View the real-time status of all or selected payroll processes. Use the interactive checklist
that is generated when you submit a payroll process to monitor the status and progress of
the phases of the process and the tasks in each phase, including completed tasks, tasks in
progress, and pending tasks. Identify overdue tasks and the assigned owner and, using the
online tools, follow up with the owner, reassign the task to a different team member, or
change the due date. Perform other actions directly from the checklist as well, such as
rolling back processing results, and rerunning processes as needed. Drill down on tasks
that require attention to see detailed information.

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1.9.2.1 Submit Payroll Flows

1.9.2.2 Submit a Process or Report

1.9.2.3 Transfer Batch

1.9.2.4 Purge HCM Batch

1.9.2.5 Load Benefit Batches

1.9.2.6 Load Absence Batches

1.9.2.7 Load Time Card Batches

1.9.2.8 View Payroll Flow Based Analytics

1.9.3 Manage Payroll Interface


HR customers can extract payroll-related information required by a third-party payroll
provider for payroll processing. Payroll details, such as balances and payslips, can be
imported from a third-party provider into Global Human Resources.

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1.9.3.1 Manage Payroll Interface Inbound Records

1.9.3.2 View Payroll Messages

1.9.3.3 Run Payroll Interface Report for NGA

1.9.3.4 Run Payroll Interface Report for ADP PayForce

1.9.3.5 Transfer Batch

1.9.3.6 Manage Personal Payment Methods

1.9.3.7 View Employee Messages

1.9.3.8 Retry Payroll Process

1.9.3.9 Mark for Retry

1.9.3.10 View Person Process Results

1.9.3.11 View Payroll Run Results

1.9.3.12 View Archive Results

1.9.3.13 Roll Back Process

1.9.3.14 Manage Element Entries

1.9.3.15 Manage Payroll Relationships

1.9.3.16 View Payroll Process Results

1.9.3.17 Run Payroll Balance Report

1.9.3.18 Submit a Process or Report

1.9.3.19 Run Global Payroll Interface Report

1.9.3.20 Manage Personal Deductions

1.9.3.21 Manage Batch Uploads

1.9.3.22 Calculate Gross Earnings

1.9.3.23 Run Element Result Report

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1.9.4 Confirm Payroll Readiness
Use online features to verify the completion of any tasks you must perform before
beginning the pay run, such as batch uploads or entering tax information. Drill down to view
specific details for each task. Verify currency conversion rates and generate diagnostic
reports to confirm that you are ready to process the payroll.

1.9.4.1 Adjust Run Balance Dates

1.9.4.2 Confirm Conversion Rates

1.9.4.3 Generate Run Balances

1.9.4.4 Confirm Completion of Payroll Preprocessing

1.9.5 Calculate, Validate and Balance Payroll


Calculate the payroll for a group of persons or for a single individual. View the status of all
tasks that encompass the calculation phase of the payroll process, including completed
tasks, those in progress, and pending tasks. Drill down to view details for each person
included in the payroll run. Identify any potential issues, and reconcile and balance payroll
results, using integrated inquiry, reporting, and analysis tools. Take corrective action and
recalculate the payroll, as necessary. Process retroactive adjustments, such as backdated
pay awards.

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1.9.5.1 Run Payroll Activity Report

1.9.5.2 View Payroll Run Results

1.9.5.3 View Payroll Process Results

1.9.5.4 View Employee Messages

1.9.5.5 Run Balance Exception Report

1.9.5.6 Run Gross-to-Net Report

1.9.5.7 Calculate Payroll

1.9.5.8 Roll Back Process

1.9.5.9 Calculate Gross Earnings

1.9.5.10 Manage Event Notifications

1.9.5.11 Recalculate Payroll for Retroactive Changes

1.9.5.12 Run Deduction Report

1.9.5.13 Retry Payroll Process

1.9.5.14 Calculate QuickPay

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1.9.5.15 Run Payroll Balance Report

1.9.5.16 Run Element Result Report

1.9.5.17 Manage Object Groups

1.9.5.18 Manage Person Groups

1.9.5.19 View Statement of Earnings

1.9.5.20 Run Payroll Validation Report

1.9.5.21 View Person Process Results

1.9.5.22 View Balances

1.9.5.23 View Payroll Messages

1.9.5.24 Mark for Retry

1.9.5.25 Run Payroll Data Validation Report

1.9.5.26 Run NI Category Update

1.9.5.27 Run NI Category Update Under 21 April 2015

1.9.6 Calculate Payment Distributions


Produce a payment distribution analysis for one or more persons, using a combination of
payment methods, such as check and direct deposit, and either a percentage or monetary
split. When needed, select a different payment method to override default payment
instructions. Reconcile payments online or through reports. Drill down on analysis results
to view payment details and use online tools to take corrective action. View the status of all
tasks required to distribute payments, including completed tasks, tasks in progress, and
pending tasks. Use the analysis tools to identify any areas that require attention.

1.9.6.1 Retry Payroll Process

1.9.6.2 Calculate QuickPay Prepayments

1.9.6.3 Calculate Prepayments

1.9.6.4 View Prepayment Results

1.9.6.5 Reverse Payroll Calculation

1.9.7 Calculate Cost Distributions


Accumulate cost results for transfer to General Ledger and other applications. Allocate

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labor costs based on rules that permit exceptions and temporary costing. Apportion costs
for workers who divide their time between cost centers. Distribute employer charges as an
overhead for each employee, over a set of employee earnings. Query and analyze the cost
distribution, and report on the cost distribution. View a complete breakdown of the cost
distribution, and if required, adjust costing entries.

1.9.7.1 Calculate Costing of Payments

1.9.7.2 View Costed Results

1.9.7.3 Retry Payroll Process

1.9.7.4 Adjust Cost for a Person

1.9.7.5 View Costed Payments

1.9.7.6 Costing of Balance Adjustment

1.9.7.7 Calculate Partial Period Accruals

1.9.7.8 Calculate Retroactive Costing

1.9.7.9 Run Payroll Costing Report

1.9.8 Distribute Payroll Payments


Make payments to employees, contingent workers, non-workers, and third parties using
appropriate methods of payment such as check or direct deposit. Archive payroll
information in preparation for creating payslips and then generate the payslips. Reconcile
payment details and compare payments to previous periods. Query, analyze, and report on
payments online. Drill down on payment results for a full breakdown of the payment
distribution. Transfer payment details to Cash Management. Create and distribute pay
advice statements. Void printed checks that need to be canceled and reissue checks when
appropriate.

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1.9.8.1 Make Third Party Check Payments

1.9.8.2 Run Third-Party Payments Register

1.9.8.3 Make Cash Payment

1.9.8.4 View Payslip

1.9.8.5 Run Direct Deposit Electronic Report

1.9.8.6 View Payment Transactions

1.9.8.7 View Archive Results

1.9.8.8 Archive Periodic Payroll Results

1.9.8.9 Make EFT Payments

1.9.8.10 Retry Payroll Process

1.9.8.11 Run Payment Register Report

1.9.8.12 Run Payroll Register Report

1.9.8.13 Transfer Payments to Cash Management

1.9.8.14 Void Payment

1.9.8.15 Generate Check Payments

1.9.8.16 Cancel Payment

1.9.8.17 Generate Payslips

1.9.8.18 Run Third-Party Involuntary Deductions Initialization Extract

1.9.8.19 Mark for Retry

1.9.8.20 Make External Payments

1.9.8.21 Reissue Payment

1.9.8.22 Make IAT EFT Payment

1.9.8.23 Run Third-Party Involuntary Payments Extract

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1.9.9 Distribute Payroll Accounting Information
Generate journal entries for ledgers and costing information related to labor costs. Transfer
costing results to General Ledger. Analyze and report on the distribution results. Identify
any costs that did not transfer successfully. Identify any costs allocated to a suspense
account, and view and reallocate these costs. Calculate the accrual entries needed to
submit estimated costs incurred during a partial payroll period at the end of an accounting
period. Monitor the status of payments as they are reconciled.

1.9.9.1 Create Draft Accounting

1.9.9.2 Review Draft Journal Entries

1.9.9.3 Transfer to Subledger Accounting

1.9.9.4 Review Final Journal Entries

1.9.9.5 Create Final Accounting

1.9.10 Manage Regulatory and Tax Reporting


Manage all regulatory and tax reporting requirements that must be completed periodically or
at year end. Monitor the status of all related tasks to identify which tasks are completed, in
progress, or still pending. Using online analytics, identify any tasks that require attention
and drill down for details. Archive payroll information required for regulatory and tax
reporting purposes.

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1.9.10.1 Run UK WNU Process

1.9.10.2 Archive End-of-Year Payroll Results

1.9.10.3 Run GOSI Form 4

1.9.10.4 Run P45 Process

1.9.10.5 Run End of Year P14 EDI Process

1.9.10.6 Run Form 2

1.9.10.7 Run Statutory Deduction Register

1.9.10.8 Run Form 6

1.9.10.9 Run Employee Verification Service Report

1.9.10.10 Run End of Year Archive Process

1.9.10.11 Run W-2 Register

1.9.10.12 Run Tax Code Uplift Process

1.9.10.13 Run End of Year Multiple Works Number Report

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1.9.10.14 Run Start of Year Process

1.9.10.15 Run W-2 Employee Report

1.9.10.16 Run Individual Income Tax Detail Report

1.9.10.17 Run GOSI Form 5

1.9.10.18 Run Individual Income Tax Summary Report

1.9.10.19 Run Quarter-to-Date Archive

1.9.10.20 Run End of Year Reconciliation Report

1.9.10.21 Run P6 P6B P9 Upload Process

1.9.10.22 Run Form 7

1.9.10.23 Run State Quarterly Wage Listing Reports

1.9.10.24 Run Monthly Contributions - Private Sector

1.9.10.25 Run P45(3) P46 P46(Pen) Process

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1.9.10.26 Run GOSI Form 3

1.9.10.27 Run Monthly Contributions - Government Sector

1.9.10.28 Run Form 1

1.9.10.29 Run Invalid Address Report

1.9.10.30 Run Multiple Worksite Electronic Report

1.9.10.31 Run End of Year P60 Report

1.9.10.32 Run Report 56

1.9.10.33 Run Report 168

1.9.10.34 Run Report 103

1.9.10.35 Run Report 166

1.9.10.36 Run Report 55

1.9.10.37 Run TFN Declaration E-file and Listing Report

1.9.10.38 Run Third-Party Periodic Tax Filing Extract

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1.9.10.39 Run Third-Party Quarterly Tax Filing Extract

1.9.10.40 Run NINO Verification Request

1.9.10.41 Run NINO Verification Reply

1.9.10.42 Run Employer Alignment Submission

1.9.10.43 Run Errors and Warnings Report

1.9.10.44 Run RTI Initialization Process

1.9.10.45 Run IR56E Report

1.9.10.46 Run State-Owned Enterprise Payroll Data Interface Report

1.9.10.47 Run Pensions Automatic Enrolment Assessment Process

1.9.10.48 Run Full Payment Submission for Tax Year Ending April 2014

1.9.10.49 Run Employer Payment Summary for Tax Year Ending April 2014

1.9.10.50 Run Earlier Year Updates for Tax Year Ending April 2014

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1.9.10.51 Run Full Payment Submission for Tax Year Ending April 2015

1.9.10.52 Run Employer Payment Summary for Tax Year Ending April 2015

1.9.10.53 Run Earlier Year Updates for Tax Year Ending April 2015

1.9.10.54 Run Report on Hirings

1.9.10.55 Reconcile HMRC Reporting and P60 Report

1.9.10.56 Run Third-Party Monthly Tax Filing Extract

1.9.10.57 Run Record of Employment Interface

1.9.10.58 Run Workers Compensation Assessable Wages Report

1.9.10.59 Run Emirati IPE Consolidated Report

1.9.10.60 Run Kuwaiti IPE Consolidated Report

1.9.10.61 Run Saudi IPE Consolidated Report

1.9.10.62 Run Saudi IPE Report

1.9.10.63 Run Salary Information File

1.9.10.64 Run W-2c Archive

1.9.10.65 Run DEA Payment Summary

1.9.10.66 Run CMS DEO Payment Schedule

1.9.10.67 Run Payment Output File

1.9.10.68 Run Provincial Medical Report

1.9.10.69 Run W-2c Employee Report

1.9.10.70 Run End-of-Year Reports

1.9.10.71 Run End-of-Year Register

1.9.10.72 Run End-of-Year Exception Reports

1.10 Manage Expenses


Manage expenses to ensure that employees are reimbursed for expenses according to corporate

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expense policies and rules. Authorize, enter, and approve expenses. Maintain expense policies and
rules, maintain employee expense profiles, request and approve travel authorizations and cash
advances, enter, approve, and audit expense reports, process expense report reimbursements, analyze
expenses, and provide employee help desk support for expenses.

1.10.1 Request Travel Authorization or Cash Advance


Allow employees to create travel authorization request or cash advance request.

1.10.1.1 Create Cash Advance Request

1.10.2 Process Travel Authorization or Cash Advance


Approve or reject travel authorizations or cash advances. Audit travel authorizations or
cash advances. Process cash advance for payment to employees.

1.10.2.1 Create Payables Documents

1.10.2.2 Approve Travel Authorization or Cash Advance

1.10.2.3 Generate Overdue Cash Advance Notifications

1.10.2.4 Audit Travel Authorization or Cash Advance

1.10.2.5 Review Cash Advance Payables Document Process Results

1.10.3 Manage Credit Card Data


Define corporate card issuers, programs, and cards. Define corporate card usage policies.
Manage corporate card transactions to expedite payments to corporate card issuers.

1.10.3.1 Review Corporate Card Transaction Upload Results

1.10.3.2 Create Corporate Card Issuer Payment Requests

1.10.3.3 Manage Historical Corporate Card Transactions

1.10.3.4 Upload and Validate Corporate Card Transaction File

1.10.3.5 Review Historical Corporate Card Transaction Process Results

1.10.3.6 Review Outstanding Corporate Card Transactions

1.10.3.7 Review Corporate Card Issuer Payment Request Process Results

1.10.3.8 Review Corporate Card Transactions

1.10.4 Enter Expense Report


Enter and itemize expense items and submit expense reports. Enter cash expense items
using a spreadsheet. Respond to approvers questions. Withdraw or delete rejected expense
reports. Review status of submitted expense reports. Review payment details of paid

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expense reports.

1.10.4.1 Manage Expense Reports

1.10.4.2 Manage Expense Items

1.10.4.3 Manage Corporate Card Transactions

1.10.4.4 Manage Bank Accounts for Expense Reimbursement

1.10.4.5 Manage Delegate Authorization

1.10.5 Approve Expense Report


Approve or reject expense reports. Notify approver, employee, or delegate of expense
report-related information. Review expense items and policy violations. Review previous
expenses and questionable expenses. Review cost center and project allocations. Review
approver lists and approver comments. Request additional information from expense report
owners. Delegate or reassign expense reports to other approvers.

1.10.5.1 Approve Expense Reports

1.10.6 Audit Expense Report


Audit Expense Report

1.10.6.1 Audit Expense Reports

1.10.6.2 Manage Expense Audit List Membership

1.10.6.3 Generate Overdue and Missing Receipt Notifications

1.10.6.4 Check In Expense Report Receipt Packages

1.10.7 Process Expense Reimbursements


Process business expense reimbursement to employees, contingent workers, and corporate
card issuers. Review and remedy the expense reports that are rejected by the
reimbursement process.

1.10.7.1 Create Payables Documents

1.10.7.2 Prepare Expense Reports for Export

1.10.7.3 Review Expense Report Export Results

1.10.7.4 Review Expense Reimbursement Process Results

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1.10.8 Manage Trips
Book travel and import travel itineraries through integration with a third party booking tool.
Based on travel itinerary import, create and update trip expense reports. Maintain the details
of the trip.

1.10.8.1 Book Travel

1.10.8.2 Create and Update Trip Expense Report

1.10.8.3 Import Travel Itineraries

1.10.8.4 Maintain Trip

1.11 Provide Employee Help Desk Support


Provide employee help desk support. Enter and maintain work structure information such as
organizations, jobs, or positions.

1.12 Analyze Workforce Deployment


The analyze workforce deployment process enables you to view, analyze, and report on workforce
demographics.

1.12.1 Generate Workforce Deployment Intelligence


Predict workforce voluntary terminations and performance, view such predictions, perform
what-if analysis and take action based on that analysis.

1.12.1.1 Process Worker Prediction Data Mining

1.12.1.2 View Worker Prediction

1.12.2 Evaluate Workforce Deployment Performance


Monitor workforce performance. Review summarized employment data, evaluate workforce
trends, and take action on appropriate indicators. Highlight areas of concern and monitor
additional requirements to correct inefficiencies. Focus evaluations on sections of the
workforce or the entire enterprise.

1.12.2.1 View Manager Transaction Dashboard

1.12.2.2 View Human Resource Specialist Transaction Dashboard

1.12.3 Manage Workforce Optimization


Reorganize the workforce using the organization chart, including transfers, terminations,
and vacancies.

1.12.3.1 Manage Workforce Models

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