Oracle Workforce Management Cloud 20A What's New

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Transcript of Oracle Workforce Management Cloud 20A What's New

TABLE OF CONTENTS

UPDATE 20A ···························································································································································································································· 2

Revision History ····················································································································································································································· 2

Overview ····································································································································································································································· 3

Feature Summary ················································································································································································································· 5

Leave Management ············································································································································································································ 8

Absence Management ································································································································································································ 8

Option to Enter and Display Absence Balances and Durations in Hours and Minutes ········································· 8

Use Schedule Hierarchy Start Point and Duration Fast Formula on the Same Absence Type ······················· 10

Make Primary Field Required While Assigning Work Schedules to Employees ······················································· 10

Reduce Administrative Overhead When Hire Dates Are Changed ···················································································· 11

Re-Evaluate Open-Ended Absences for Schedule Changes ·································································································· 11

Absence Redesigned User Experience ······················································································································································ 14

Approval Notifications with Preview in the Responsive Worklist ······················································································· 14

Time and Labor Management ···················································································································································································· 15

Time and Labor ·············································································································································································································· 15

Direct Addition of Group Members Introduction ·························································································································· 15

Filtered List of Locations for Payroll Tax Overrides Introduction ······················································································ 17

Handling Time Entries that Cross Midnight Enhancements ································································································· 37

Hour Quantities, Durations, and Totals Display Enhancements ························································································ 37

Exception Handling for Classic Time Cards that Are in Error ······························································································· 41

Time and Labor Redesigned User Experience ···································································································································· 42

Worker Approval Task Introduction ······················································································································································ 42

Web Clock Enhancements for Daily Time Events Display ······································································································ 45

Time Change Requests Enhancements ············································································································································· 47

Time Attribute Enhancements for Out and In Events and Start and End Properties ··········································· 48

Notifications for Pending Attestations ················································································································································· 51

Intersection of Shifts and Absences Introduction ························································································································ 53

Approval Notification for Time Cards Redesigned Self-Service Pages Introduction ············································ 56

Print Time Card for Time Cards Redesigned Self-Service Pages Introduction ························································· 58

Monthly Time Cards Introduction ·························································································································································· 60

Time Cards for Redesigned Self-Service Pages Enhancements ························································································ 63

Filter Values for Time Card Field Choice Lists for Redesigned Time Card and Web Clock Pages ··············· 66

Team Schedule for Time and Labor Manager Redesigned Self-Service Pages Introduction ························· 69

Published Schedule Change History for Redesigned Team Schedule Introduction ············································· 70

HCM Transaction Design Studio for Time and Labor Enhancement ·············································································· 77

Important Considerations for Workforce Management ··························································································································· 79

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UPDATE 20A

REVISION HISTORY

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Feature Notes

27 MAR 2020Time and Labor/Redesigned User Experience: Approval Notification for Time Cards Redesigned Self-Service Pages Introduction

Updated document. Revised feature information.

27 MAR 2020

Time and Labor/Redesigned User Experience:  Filter Values for Time Card Field Choice Lists for Redesigned Time Card and Web Clock Pages

Updated document. Revised feature information.

27 MAR 2020Time and Labor/Redesigned User Experience: Intersection of Shifts and Absences Introduction

Updated document. Revised feature information.

27 MAR 2020Time and Labor/Redesigned User Experience: Monthly Time Cards Introduction

Updated document. Revised feature information.

27 MAR 2020Time and Labor/Redesigned User Experience: Notifications for Pending Attestations

Updated document. Revised feature information.

27 MAR 2020Time and Labor/Redesigned User Experience: Print Time Card for Time Cards Redesigned Self-Service Pages Introduction

Updated document. Revised feature information.

27 MAR 2020

Time and Labor/Redesigned User Experience: Published Schedule Change History for Redesigned Team Schedule Introduction

Updated document. Revised feature information.

27 MAR 2020

Time and Labor/Redesigned User Experience: Time Attribute Enhancements for Out and In Events and Start and End Properties

Updated document. Revised feature information.

27 MAR 2020Time and Labor/Redesigned User Experience: Time Cards for Redesigned Self-Service Pages Enhancements

Updated document. Revised feature information.

27 MAR 2020Time and Labor/Redesigned User Experience: Time Change Requests Enhancements

Updated document. Revised feature information.

27 MAR 2020Time and Labor/Redesigned User Experience: Worker Approval Task Introduction

Updated document. Revised feature information.

26 JUN 2020Absence Management: Re-Evaluate Open-Ended Absences for Schedule Changes

Updated document. Revised feature information.

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Date Feature Notes

28 FEB 2020Time and Labor/Redesigned User Experience:  Print Time Card for Time Cards Redesigned Self-Service Pages Introduction

Updated document. Delivered feature in update 20A.

28 FEB 2020Absence Management/Redesigned User Experience: Approval Notifications with Preview in the Responsive Worklist

Updated document. Revised feature information.

31 JAN 2020Time and Labor: Approval Notification for Time Cards Redesigned Self-Service Pages Introduction

Updated document. Delivered feature in update 20A.

06 DEC 2019   Created initial document.

OVERVIEW

HCM Cloud applications have two types of patches you can receive that are documented in this What’s New:

Release Updates (20A, 20B, 20C, and 20D)Optional Monthly Maintenance Packs to each update

It is important for you to know what Release Update your environment is on. You can find this in your Cloud Portal.

This document outlines the information you need to know about new or improved functionality in Oracle HCM Cloud. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

In addition to this document you will also want to review the Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs ( ). These documents identify bug Document ID 1554838.1fixes and possible known issues. You will also need to review these documents based in the release update version you are currently on or will be moving to.

Oracle HCM Cloud release documents are delivered in five functional groupings:

Suggested Reading for all HCM Products:

HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.)Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.)

NOTE: Not all Global Human Resource features are available for Talent and Compensation products.

Optional Reading for HCM Products (Depending on what products are in your cloud service):

Talent Management Cloud (All Talent applications)Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface)Workforce Management Cloud (Absence Management and Time and Labor)

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Additional Optional Reading:

Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM)

NOTE: All of these documents can be found in Release Readiness under Human oracle.com/readinessCapital Management or via the Oracle Help Center at: under Cloud Applications > Human docs.oracle.comCapital Management.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at [email protected]. Indicate you are inquiring or providing feedback regarding the HCM Cloud What’s New for Release 13 in the body or title of the email.

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FEATURE SUMMARY

Column Definitions:

Features Delivered Enabled

= New or modified, Oracle-delivered, ready to run reports.Report = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential UI or Process-Based: Small Scale

impact to users is minimal. = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.UI or Process-Based: Larger Scale*

= Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to Features Delivered Disabledenable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users (Features Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Feature Report

UI or Process-Based:

Small Scale

UI or Process-Based:

Larger Scale*

LEAVE MANAGEMENT

Absence Management

Option to Enter and Display Absence Balances and Durations in Hours and Minutes

Use Schedule Hierarchy Start Point and Duration Fast Formula on the Same Absence Type

Make Primary Field Required While Assigning Work Schedules to Employees

Reduce Administrative Overhead When Hire Dates Are Changed

Re-Evaluate Open-Ended Absences for Schedule Changes

Absence Redesigned User Experience

Approval Notifications with Preview in the Responsive Worklist

TIME AND LABOR MANAGEMENT

Time and Labor

Direct Addition of Group Members Introduction

Filtered List of Locations for Payroll Tax Overrides Introduction

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Ready for Use by End Users (Features Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Action is Needed BEFORE Use by End Users (Features Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature Report

UI or Process-Based:

Small Scale

UI or Process-Based:

Larger Scale*

Handling Time Entries that Cross Midnight Enhancements

Hour Quantities, Durations, and Totals Display Enhancements

Exception Handling for Classic Time Cards that Are in Error

Time and Labor Redesigned User Experience

Worker Approval Task Introduction

Web Clock Enhancements for Daily Time Events Display

Time Change Requests Enhancements

Time Attribute Enhancements for Out and In Events and Start and End Properties

Notifications for Pending Attestations

Intersection of Shifts and Absences Introduction

Approval Notification for Time Cards Redesigned Self-Service Pages Introduction

Print Time Card for Time Cards Redesigned Self-Service Pages Introduction

Monthly Time Cards Introduction

Time Cards for Redesigned Self-Service Pages Enhancements

Filter Values for Time Card Field Choice Lists for Redesigned Time Card and Web Clock Pages

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Ready for Use by End Users (Features Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Action is Needed BEFORE Use by End Users (Features Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature Report

UI or Process-Based:

Small Scale

UI or Process-Based:

Larger Scale*

Team Schedule for Time and Labor Manager Redesigned Self-Service Pages Introduction

Published Schedule Change History for Redesigned Team Schedule Introduction

HCM Transaction Design Studio for Time and Labor Enhancement

IMPORTANT CONSIDERATIONS FOR WORKFORCE MANAGEMENT

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LEAVE MANAGEMENT

ABSENCE MANAGEMENT

Oracle Absence Management is a configurable and flexible global solution that enables organizations to manage absences of their workforce. The framework provides ability to define both complex and diverse absence plans. It integrates with the Oracle Cloud Global Payroll and Time and Labor products and provides dedicated work areas for the roles of Administrator and Employees. Simplified user interface is provided for employees’ absence data entry.

OPTION TO ENTER AND DISPLAY ABSENCE BALANCES AND DURATIONS IN HOURS AND MINUTES

When you use Hours as the unit of measure, you can now use a new configuration option to allow absence balances and durations to be entered and displayed in hours and minutes.

Here’s an example of how the balances appear in the page.Plan Balance

Plan Balance Summary

During absence entry, for example, an absence of 8 hours and 30 minutes can be entered as 8:30 and will be displayed as 8h 30m.  An absence balance which was previously shown as 8.500 hours in decimals can now be displayed as 8h 30m using the new configuration. Here’s an example of  entering an Hours Display Formatabsence in the page.Add Absence

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1. 2. 3.

Add Absence

STEPS TO ENABLE

To enable this configuration:

On the Navigator, click > > .My Client Groups Absences Configure Absence Batch ParametersIn the section, select and from the Hours Display Format field.Additional Attributes Hours MinutesClick .Save

Additional Attributes

After you define this configuration, all absence balances and durations across the application will appear in the Hours and Minutes format.

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USE SCHEDULE HIERARCHY START POINT AND DURATION FAST FORMULA ON THE SAME ABSENCE TYPE

When you configure absence types, you can now use both a conversion formula and a schedule hierarchy start point, to meet your business needs.

Scheduled Hierarchy

As a result, you can create configurations during absence entry where you can use a schedule to display start and end times, while simultaneously having a formula calculate the absence duration to address special business needs.

For example, when a person wants to enter a couple of days of absence, you want the start and end times to appear on the basis of a published schedule. In addition, your enterprise wants to treat Saturdays as a half-day, and not a full day, and you want to use a conversion formula to calculate the absence duration accordingly. This feature can now help you implement that requirement.

STEPS TO ENABLE

You don't need to do anything to enable this feature.

MAKE PRIMARY FIELD REQUIRED WHILE ASSIGNING WORK SCHEDULES TO EMPLOYEES

You can now use page personalization to make the field, a required field, in the Work Schedule PrimaryAssignments page.

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Primary Field

This will ensure that administrators won't be able to save a work schedule assignment without specifying whether the assignment is Primary. As a result, time and payroll calculations will be accurate.

STEPS TO ENABLE

See the Configuring and Extending Applications guide on docs.oracle.com for more details.

REDUCE ADMINISTRATIVE OVERHEAD WHEN HIRE DATES ARE CHANGED

When there’s a change in the hire date of a person, new processing now ensures that these changes are accurately reflected in plan enrollment. Previously, you had to make these updates manually each time a person’s hire date changes. With this new processing, any existing accruals and balances are rolled back automatically, and invalid absence records and transactions, are automatically withdrawn.

The enrollments will be updated on the basis of the date when the enrollment process evaluated eligibility. For example, assume that the hire date for a person was initially set to Jun 30, 2020 and the person was automatically enrolled in a Vacation plan, dated Jun 30. Suppose the hire date moved to a new date, July 3. The enrollment record is set to July 3, and all the accruals and balances roll back automatically. You will need to run the Update Accrual Plan Enrollments process to make sure the worker is still eligible for the plan and generate new valid accruals and balances. If the employee isn't eligible, the enrollment will end on the day you ran the process.

STEPS TO ENABLE

You don't need to do anything to enable this feature.

RE-EVALUATE OPEN-ENDED ABSENCES FOR SCHEDULE CHANGES

Description

The Evaluate Absences process can now recalculate entitlements for open ended absences whose duration has changed due to a change in schedule.

For example, suppose that today’s date is Feb 7, 2020. A person in your organization is on an open ended illness leave starting Feb 5, 2020. Suppose that you know the assigned schedule (45 hours per week) for this person for the week starting Feb 3, but you don’t know the schedule for the subsequent week. For the first week, the absence duration will be sent to Payroll based on the assigned schedule. For the subsequent week, the duration will be on the basis of standard working hours, say 40 hours a week.

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Example: Open-Ended Absence

Suppose that there’s been a development and the schedule for the week of Feb 10 is set to 20 hours a week, Monday to Friday. The schedule could even change if a resource exception was added. When you run the Evaluate Absences batch process during the week of Feb 10, the process recalculates the absence duration to account for the change in schedule. Any certifications required for that absence will automatically apply again, so you don’t need to run additional processes. 

Process Parameters

In the Evaluate Absences process page, the option now evaluates open-ended absences Evaluate All Absencestoo. If you want to just extend the evaluation of open ended absences, and not evaluate it, you select the

option. New configuration options drive these options you set on the process Extend Open Ended Absencespage. You can learn about these in the section of this document.Steps to Enable

Evaluate All Absence

You don’t need to worry about setting the correct effective date. For instance, you don’t need to know the exact date when the schedule changed to set the effective date. As long as the absence covers the effective date, the process will evaluate it and detect any schedule changes. In the above example, if you run the process with an effective date of Feb 11, the process will evaluate the open ended absence that started on Feb 5.

For example, if the absence that needs to be re-evaluated has a start date of Feb 1 and ends on Feb 10, it will get picked up and re-evaluated if the effective date is Feb 1, Feb 10 or any day in between. And the entire absence is re-evaluated for schedule changes.

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1. 2. 3.

: If you have open ended absences in the application that were created prior to the 19A release, IMPORTANTyou must first run the process in upgrade mode before you select the Evaluate Absences Evaluate absences

checkbox when you create or edit the absence type.for schedule changes

The Evaluate Absence process evaluates open ended absences only if you configure setup options that are new with this release. To access these configuration options:

On the Navigator, click > .My Client Groups AbsencesIn the section, click .Absence Definitions Absence TypesIn the Create or Edit Absence Type page, select the tab. You can see the options in a Type Attributesnew section called . These options can be used only if the UOM is Days or Hours.Open Ended Absences

Open-Ended Absences

You can set these options even if you have not enabled open-ended absences in display features for the absence type - in which case, these options never come into play.

Here’s a description of the options in this section.

Configuration Option What It Does

Evaluate absences for schedule changes

Select this check box if you want the process to evaluate open ended absences. The Evaluate Absences process will ignore any open ended absences, and they will only be considered for extension every 90 days, as before. By default, the check box isn’t selected.If you select the check box, the application attempts to automatically adjust the evaluation period and the extension period for optimum process performance. A message appears and seeks your permission before the default values are set.

Evaluation Period at Absence Entry

This field lets you define the period (for example, 90 days) to evaluate the open-ended absence at the time of absence entry. If the absence starts on April 1, it is evaluated until June 30.

Evaluation Extension Period

This field allows you to determine by how much time you want to extend an open ended absence to continue evaluating entitlements.For example, in the Evaluate Absence process page, if you select the Extend Open Ended Absencesoption, and the value in the Evaluation Extension

field is set to 30 days, the process will Period  ensure that it evaluates the absence at least for an additional period of 30 days from today.

If an open ended absence that needs re-evaluation starts on Feb 1, the absence will be picked up for evaluation if it has been enabled in the absence type configuration, as long as the effective date is Feb 1 or later. But the evaluation resumes from the effective date, or from the date the evaluation was stopped in the previous run, whichever is earlier.

STEPS TO ENABLE

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NOTE: You can set these options even if you have not enabled open-ended absences in the Display Features tab for the absence type. If that's the case, these options will never come into play even if you select or enter values.

ABSENCE REDESIGNED USER EXPERIENCE

Increase user satisfaction with the redesigned pages that now have the same look and feel on desktop and mobile devices. These redesigned pages are both responsive and easy to use on any device, with a modern look and conversational language. Clutter-free pages, with clean lines and just the essential fields, can be personalized to suit.

APPROVAL NOTIFICATIONS WITH PREVIEW IN THE RESPONSIVE WORKLIST

You can now enable managers to make an informed decision to quickly approve absence requests from the new worklist.

Approval Notification

Here’s a list of key attributes that appear for absence approval notifications, based on the order that was configured for that notification type in the worklist:

DurationReasonCommentsBlock leave statusBusiness titleDepartmentLocationPerson number

Some of these attributes appear depending on the type of absence and the way they were configured. For instance, the attribute won’t appear for open-ended absences. If no absence reasons or comments Durationwere entered, those fields won’t appear. The field appears only if it was configured for that Block Leave Statusabsence type. For absences that impact multiple assignments, the , , and Business Title Department Locationattributes won’t appear.

STEPS TO ENABLE

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This feature requires the correct environment infrastructure in order to use this feature.

If you are interested in using this feature contact Andy McGhee at  . He can check to [email protected] if your environment has the correct infrastructure and provide you the instructions to enable.

This feature is expected to be available to all customer environments later this year. There will be another announcement when it is available for all.

TIME AND LABOR MANAGEMENT

TIME AND LABOR

Oracle Time and Labor is a comprehensive, easy to use, rule-based time recording and management application. The calendar-based time entry interface and fully configurable time card layout easily address simple and complex time recording needs. Rule templates and the real-time rules engine provide an extensible and robust method to validate time entries and automatically apply pay rules, such as overtime calculations. Time and Labor now integrates completely with the following Oracle Cloud Human Capital Management applications: Global Human Resources, Absence Management, Global Payroll, and Project Costing. This integration insures accurate and consistent data for payroll processing and costing as well as project management billing.

DIRECT ADDITION OF GROUP MEMBERS INTRODUCTION

You can add people to newly delivered, manually maintained groups using these tasks in My Client Groups > Time Management:

Manually Maintained Excluded MembersManually Maintained Audit Members

You use the excluded members group to identify people who shouldn't receive worker approval reminders for a certain time period. Use the audit members group to identify people to generate reports for.

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New Manually Maintained Group Tasks in My Client Groups > Time Management

Audit Members Group Page Where You Manually Add and Delete People

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Excluded Members Group Page Where You Manually Add and Delete People and Download Spreadsheet Templates

STEPS TO ENABLE

You don't need to do anything to enable this feature.

FILTERED LIST OF LOCATIONS FOR PAYROLL TAX OVERRIDES INTRODUCTION

There are three new regional calculation components to select from to filter the location choice lists on your time cards.

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Classic Time Card with Filtered State and City-County Choice Lists

Each of these components and their available options are date effective.

Component Option Description

Time Card State Include state Include just the state in your filtered list.

  Include all countiesInclude the state and all of the counties for the state in your filtered list.

  Include all counties and citiesInclude the state and all of the counties and cities for the state in your filtered list.

  Exclude state Exclude that state from your filtered list.

Time Card County Include county Include just that county in your filtered list.

  Include all citiesInclude all of the cities for that county in your filtered list.

  Exclude county Exclude that county from your filtered list.

Time Card City Include city Include just that city in your filtered list.

  Exclude city Exclude that city from your filtered list.

STEPS TO ENABLE

Global Payroll Setup

The calculation card configuration steps include how to include a state, include all of the cities in a county, and include an individual city. Tasks in Setup and Maintenance are in the Workforce Deployment offering.

Create the legal reporting unit calculation cards.

Click the task.Legal Reporting Unit Calculation Cards

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iii.

4. 5. 6. 7.

3.

Select the scope.

On the Select Scope dialog box, select .Legal Reporting Unit Calculation CardsIn the field, select .Legal Entity Select and AddClick Apply and Go to Task

On the Search and Select: Legal Entity dialog box, search for and select the legal entityClick .Save and CloseOn the Select Scope dialog box, search for and add the legal reporting unit.Click  .Save and Close

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iii.

4.

5.

1. 2.

3. 4.

Create the calculation cards for the tax reporting unit.

On the Tax Reporting Unit page, click the icon.CreateOn the Create Calculation Card dialog box, set the effective as-of date, for example 01/01

./1951In the field, select .Name Calculation Rules for Tax Reporting and Payroll Statutory Unit

On the Calculation Cards: Calculation Rules for Tax Reporting and Payroll Statutory Unit section, in Component Groups, select .RegionalCreate the calculation components.

Time Card State, Include State

In the Calculation Components section, click the icon.CreateOn the Create Calculation Component dialog box, in the field, Calculation Componentselect .Time Card StateSelect the state value, such as .OHClick .Ok

21

5.

6.

1. 2.

3.

4.

On the Edit Calculation Values dialog box, in the field, select .Value Include state

Save the state calculation component.

Time Card County, Include All Cities

In the Calculation Components section, click the icon.CreateOn the Create Calculation Component dialog box, in the field, Calculation Componentselect .Time Card CountySelect the state value, such as .OH

22

4. 5.

6.

7.

1. 2.

3.

4.

Select the county value, such as .FranklinClick .Ok

On the Edit Calculation Values dialog box, in the field, select .Value Include all cities

Save the county calculation component.

Time Card City, Include City

In the Calculation Components section, click the icon.CreateOn the Create Calculation Component dialog box, in the field, Calculation Componentselect .Time Card CountySelect the state value, such as .OH

23

4. 5. 6.

7.

8.

2.

a. b.

Select the county value, such as .CayuhogaSelect the city value, such as .ClevelandClick .Ok

On the Edit Calculation Values dialog box, in the field, select .Value Include city

Save the city calculation component.

Optionally confirm the enterable calculation values on the calculation cards

In the Calculation Components section, select the calculation component.In the Enterable Calculation Values on Calculation Cards section, confirm that the value is correct. For example, you select the  component and confirm that the enterable OH:Franklinvalue is .Include all cities

24

Example of the Include State Value Set for the OH State Calculation Component

25

Example of the Include All Cities Value Set for the OH:Franklin County Calculation Component

26

Example of the Include City Value Set for the OH State Calculation Component

27

3.

3.

a.

Example of the Include City Value Set for the OH:Cayuhoga:Cleveland City Calculation Component

Save and close the calculation cards.

Update the source data for remote work tax rules.

In , click My Client Groups > Payroll Submit a Flow

28

2.

3.

4.

On the Flow Submission page, search for and select Run Remote Work Tax Rules Source Data .Update

On the Submit a Payroll Flow page, enter a name for the payroll flow, such as Time Calculation .Cards Nov2019

29

4.

5. 6.

In the Reporting Mode field, select Final

Click .NextOn the Payroll Checklist page, after the process completes, click the Run Remote Work Tax Rules

linkSource Data Update

30

7. On the page for your payroll flow, such as Time Calculation Cards Nov2019, you can review the output and log files.

31

32

1.

a. b. c.

d.

e.

f.

Time and Labor Setup

Create the calculation value definition.

In the Payroll functional area, click the task.Calculation Value DefinitionsOn the Calculation Value Definitions page, click the icon.CreateOn the Create Calculation Value Definition dialog box, in the  field, select  Value Definition Group

.TimeIn the field, select Calculation Type Text

.Click .OK

33

f. g.

h.

9. 10.

11.

12.

On the Create Calculation Value Definition page, in the field, select .Unit of Measure CharacterIn the Enterable Calculation Values on Calculation Cards section, add the value types and display values, such as  and  . The display value is what the people who manage payroll String CityCountywill see on the calculation card.Select a row and in the Usage Rules section, add the Time Cards calculation card and calculation component. The calculation component is the payroll element associated with the calculation card

After you complete the value definition, click .SubmitGenerate the data dictionary of time attributes used in time entry and processing using the Time and Labor functional area, task.Generate Data Dictionary Time AttributesCreate the filtered dependent time card fields using the Time and Labor functional area, Time

task.Entry Layout ComponentsOn the Dependent Field Definition page of the time card field or web clock buttons layout component, configure the filtered location fields as shown here. Be sure to enter useful display names and enable the names to be edited by people configuring time layouts.

Field Dependent Time AttributeFiltered Data Source and Filters

Unfiltered Data Source

Population Method for New Entry

List of US states filtered by payroll usersFilters:

: pEffectiveDateStart Time

List of values for

34

12.

Field Dependent Time AttributeFiltered Data Source and Filters

Unfiltered Data Source

Population Method for New Entry

state ORA_HRX_US_EARN_STATE : pAssignmentIdAssignment

payroll US state field for Geocode

No default value

city county

the calculation value definition

List of US city county combinations filtered by payroll usersFilters:

: pEffectiveDateStart Time

: pStateORA_HRX_US_EARN_STATE

: pAssignmentIdAssignment

List of US city county combinations filtered by payroll administrators

No default value

decode county

ORA_HRX_US_EARN_COUNTY

US county derived from selected US city county combinationFilters:

: the pCityKeycalculation value definition

US county derived from selected US city county combination

FunctionBased on data source first value

decode city

ORA_HRX_US_EARN_CITY

US city derived from selected US city county combinationFilters:

: the pCityKeycalculation value definition

US city derived from selected US city county combination

FunctionBased on data source first value

TIP: You can also create read-only dependent decode county and city fields to show on the manager time pages or for anyone to see on the time review and approval notification layouts.

35

Example of a Dependent Filtered State Field Without Any Default Value and a Smart Choice List

36

13.

14.

Example of a Hidden Dependent Decode City Field that Populates New Entries with a Function Based on the First Data Source Value

Add the layout components with the dependent fields to the relevant layouts using the Time and Labor functional area, task. Remember to add the fields from Time Entry Layout Componentsmore general to more detailed so that the filters actually work.Add the layout sets to worker time entry profiles using the Time and Labor functional area,

task.Worker Time Entry Profiles

KEY RESOURCES

For more information about generating time attributes and configuring time card fields, layout sets, and time entry profiles, see these chapters in the Implementing Time and Labor guide:

Time Repository Data Dictionary

Layout Components

Layout Component Procedures

Layout Component Examples

Layout Sets and Time Entry Formats

Configuration Profiles for Time Entry, Processing, and Device Processing

37

HANDLING TIME ENTRIES THAT CROSS MIDNIGHT ENHANCEMENTS

You can now edit time entries that cross midnight, on the Time Entries and Resolve All Exceptions by Worker pages. A new indicator at the time-entry level makes it easy for you to identify these midnight-crossing entries.

Classic Time Card with the Icon Indicating that the Time Entry Started on the Previous Day

STEPS TO ENABLE

You don't need to do anything to enable this feature.

HOUR QUANTITIES, DURATIONS, AND TOTALS DISPLAY ENHANCEMENTS

You can now enter and show quantities on time card pages as Hours:Minutes. On certain pages, read-only quantities and durations in this format may appear as Hh Mm, for example, 15h 30m.

381.

Classic Team Time Cards Page Showing Calculated Quantities as 42:00 Total Hours, 42:00 Recorded Hours, and 0:00 Absence Hours

Classic Time Card Showing the Calculated Quantity of 42:30 Reported Hours and an Entry Quantity as 15:30

Warning Message that Appeared Because the Person Entered a Quantity of 3.55 Instead of 3:55

STEPS TO ENABLE

39

1. 2.

3.

In My Client Groups > Time Management, on the Tasks panel tab, click .Worker Time Processing ProfileOn the Worker Time Processing Profiles page, menu, select .Actions Define Time Measure

On the Time Measure Properties page, in the field, select .Measure to Show Hours, Minutes (HH:MM)

40

4. Save your changes and close the page.

TIPS AND CONSIDERATIONS

The measure to show setting applies across Oracle Fusion Time and Labor and isn't specific to any one time processing profile.

The other measure to show options are various decimal format configurations. The decimal format is the default format and the environment behaves just as it has in previous releases.

If you select an Hours decimal option, then you actually define the number of decimal places on time cards when you configure the time card layouts. We recommend that you review all pages in the time card layouts of the layout set to make sure that the number of places matches what you want to the right of the decimal. The Hours options with 0 -- 3 decimal places define the number of places on pages not defined in the layout set, such as the Existing Time Cards and Team Time Cards pages.

Time entry rules may specify output messages that include the number of hours. Previously delivered formulas and rule templates, which weren't changed, use the decimal format. If you want to use the Hours format in your rules, you can reference the delivered formula ORA_TER_PERIOD_MAX_WITH_MSG_FORMAT_OPTION_AP because it uses the Hours format.

41

Delivered ORA_TER_PERIOD_MAX_WITH_MSG_FORMAT_OPTION_AP Formula Showing the New Parameter and Expected Values to Set

the Measure to Show

KEY RESOURCES

For more information about the newly delivered time entry rule formula, see the Time and Labor Fast Formula Reference Guides page on My Oracle Support ( ).Document ID 1990057.1

EXCEPTION HANDLING FOR CLASSIC TIME CARDS THAT ARE IN ERROR

You can now edit classic time cards generated from device events, that are incomplete or in error, and then apply those changes all on the same page. Applying changes saves your edits and runs all time rules, including time device rules. After any errors are fixed, you can submit the time card for approval in a separate flow.

Edit Page of a Classic, in Error Time Card that Has the Apply Changes Button

42

STEPS TO ENABLE

You don't need to do anything to enable this feature.

TIME AND LABOR REDESIGNED USER EXPERIENCE

Increase user satisfaction with the redesigned pages that now have the same look and feel on desktop and mobile devices. These redesigned pages are both responsive and easy to use on any device, with a modern look and conversational language. Clutter-free pages, with clean lines and just the essential fields, can be personalized to suit.

WORKER APPROVAL TASK INTRODUCTION

You can send people approval notifications that let them approve or reject their time card. Their approval or reject is acceptance or repudiation of the time card data. This worker approval workflow is separate from the existing manager approval task and doesn't affect the time card status or processing.

Person's Existing Time Cards Page Showing a Responsive Time Card with a Submitted Worker Approval Status and the Corresponding

Actionable Notification Sent to Them by the Worker Approval Workflow

43

A Person's Submitted Responsive Time Card with the Approve Button and Reject Action

44

1. 2.

3.

The Classic Edit Time Card Page of a Person's Submitted Time Card with a Submitted Worker Approval Status

STEPS TO ENABLE

To enable workerr approvals, you must enable the following profile options after creating and enabling the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you haven't enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, see this white paper on My Oracle Support: HCM Responsive User Experience Setup Information (Document ID ).2399671.1

NOTE: This step of enabling profile is for existing customers only. New customers starting with 19D or a later release do not need to setup these profiles, as the new responsive screens are delivered by default.

Field Value

Profile Option Code HWM_WORKER_RESPONSIVE_PAGES_ENABLED

Profile Option Code HWM_MANAGER_RESPONSIVE_PAGES_ENABLED

To enable the profile option, navigate to the Setup and Maintenance work area:

Search for and click the task.Manage Administrator Profile ValuesSearch for and select the profile option.

45

3. 4. 5. 6.

1.

2.

In the Profile Value section, click the icon.AddSet the to .Level SiteIn the field, enter .Profile Value YClick and .Save Close

Tasks in the Setup and Maintenance work area are part of the Workforce Deployment offering, Time and Labor functional area. Tasks in the work area are on the Tasks panel My Client Groups > Time Managementtab.

Configure time consumer sets to enable the worker approval workflow using the Time Consumer Setstask in the Setup and Maintenance work area.

Add the consumer set to appropriate time processing profiles using the Worker Time Processing task. This task is in both the Setup and Maintenance and Time Management work areas.Profiles

WEB CLOCK ENHANCEMENTS FOR DAILY TIME EVENTS DISPLAY

You can now view your time events for the current day and day-by-day for up to 7 previous days on your web clock.

46

1.

2.

3.

Daily Time Events for Today on Web Clock

Daily Time Events for a Day Earlier in the Current Week on Web Clock

STEPS TO ENABLE

Tasks in the Setup and Maintenance work area are part of the Workforce Deployment offering, Time and Labor functional area. Tasks in the My Client Groups > Time Management work area are on the Tasks panel tab.

Configure web clock buttons and time card fields using the task in the Time Entry Layout ComponentsSetup and Maintenance work area.Create a layout set that includes the Web Clock layout using the task. This task is in both Layout Setsthe Setup and Maintenance and Time Management work areas.Configure the web clock layout, including enabling people to view their daily time events.

47

4. Add the layout set to appropriate time entry profiles using the task. This Worker Time Entry Profilestask is in both the Setup and Maintenance and Time Management work areas.

TIME CHANGE REQUESTS ENHANCEMENTS

When you review change requests for your team, you can see if the change is a prior period adjustment because the current entry was already transferred to time consumers.

Change Request with a Submitted Entry that's Identified as a Prior Period Adjustment

STEPS TO ENABLE

48

1. 2. 3. 4. 5. 6.

To enable change requests, you must enable the following profile option after creating and enabling the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you haven't enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, see this white paper on My Oracle Support: HCM Responsive User Experience Setup Information (Document ID ).2399671.1

NOTE: This step of enabling profile is for existing customers only. New customers starting with 19D or a later release do not need to setup these profiles, as the new responsive screens are delivered by default.

Field Value

Profile Option Code HWM_MANAGER_RESPONSIVE_PAGES_ENABLED

To enable the profile option, navigate to the Setup and Maintenance work area:

Search for and click the task.Manage Administrator Profile ValuesSearch for and select the profile option.In the Profile Value section, click the icon.AddSet the to .Level SiteIn the field, enter .Profile Value YClick and .Save Close

TIME ATTRIBUTE ENHANCEMENTS FOR OUT AND IN EVENTS AND START AND END PROPERTIES

You can now set default time attribute values for Out and In device event pairs when you configure web clock buttons or time device event mappings. You can also use delivered start and end property attributes to define the start and end of shifts and meals on Web Clock and time cards.

Responsive Time Card with the Start and End Property Fields

STEPS TO ENABLE

To enable these enhancements for responsive time card pages, you must enable the following profile options after creating and enabling the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you haven't enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, see this white paper on My Oracle Support: HCM Responsive User Experience Setup Information (Document ID ).2399671.1

49

1. 2. 3. 4. 5. 6.

1.

2.

3. 4. 5.

1.

NOTE: This step of enabling profile is for existing customers only. New customers starting with 19D or a later release do not need to setup these profiles, as the new responsive screens are delivered by default.

Field Value

Profile Option Code HWM_WORKER_RESPONSIVE_PAGES_ENABLED

Profile Option Code HWM_MANAGER_RESPONSIVE_PAGES_ENABLED

Profile Option Code HWM_TIME_AND_LABOR_MANAGER_RESPONSIVE_PAGES_ENABLED

To enable the profile option, navigate to the Setup and Maintenance work area:

Search for and click the task.Manage Administrator Profile ValuesSearch for and select the profile option.In the Profile Value section, click the icon.AddSet the to .Level SiteIn the field, enter .Profile Value YClick and .Save Close

Tasks in the Setup and Maintenance work area are part of the Workforce Deployment offering, Time and Labor functional area. Tasks in the work area are on the Tasks panel My Client Groups > Time Managementtab.

Web Clock and Time Card Configuration

Configure web clock buttons and time card fields using the task in the Time Entry Layout ComponentsSetup and Maintenance work area.

Sample Web Clock Button Configuration

Create a layout set that includes the web clock layout using the task. This task is in both the Layout SetsSetup and Maintenance and Time Management work areas.Add the time card fields to the relevant time layouts.Add the web clock buttons and any relevant time card fields to the web clock layout.Add the layout set to appropriate time entry profiles using the task. This Worker Time Entry Profilestask is in both the Setup and Maintenance and Time Management work areas.

Time Device Event Configuration

50

1.

2.

3.

4.

5.

Add your suppliers to the lookup using the ORA_HWM_TCD_SUPPLIERS Workforce Management task in the Setup and Maintenance work area.Lookups

Add the supplier device events to the using the ORA_HWM_TCD_SUPPLIER_EVENTS Workforce task in the Setup and Maintenance work area.Management Lookups

Configure event mappings using the task.This task is in both the Setup Time Device Event Mappingsand Maintenance and Time Management work areas.

Sample Time Device Event Mapping for an Out and In Pair with Separate Time Attribute Configurations

Configure event mapping sets using the task. This task is in both the Time Device Event Mapping SetsSetup and Maintenance and Time Management work areas.Add the event mapping sets to appropriate time device processing profiles using the Time Device

task. This task is in both the Setup and Maintenance and Time Management work Processing Profilesareas.

You can use default time attribute values in event mappings, as mentioned earlier. And, you can import them from time collection devices, like this sample payload shows.

51

Sample Payload from a Time Collection Device with Different Attribute Values for the In and Out Facets of an Out and In Event Pair

NOTIFICATIONS FOR PENDING ATTESTATIONS

Your workers automatically get notified when they have unanswered attestations pending on their time cards. Typically, these pending attestations come after the time card entries were generated from time collection device events or after a time entry change request was approved.

Message that Appears on People's Existing Time Cards Pages When They Have Unanswered Attestations

Pending Attestation Notification Sent to a Worker and Shown in Their Work List

52

1. 2. 3. 4. 5. 6.

Actual Notification Text that the Worker Sees After They Click the Notification Link

STEPS TO ENABLE

To enable attestation notifications, you must enable the following profile option after creating and enabling the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you haven't enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, see this white paper on My Oracle Support: HCM Responsive User Experience Setup Information (Document ID ).2399671.1

NOTE: This step of enabling profile is for existing customers only. New customers starting with 19D or a later release do not need to setup these profiles, as the new responsive screens are delivered by default.

Field Value

Profile Option Code HWM_WORKER_RESPONSIVE_PAGES_ENABLED

To enable the profile option, navigate to the Setup and Maintenance work area:

Search for and click the task.Manage Administrator Profile ValuesSearch for and select the profile option.In the Profile Values section, click the icon.AddSet the to .Level SiteIn the field, enter .Profile Value YClick and .Save Close

TIPS AND CONSIDERATIONS

You can edit the delivered time exceptions for pending attestations event alert and template using Tools > Alerts Composer

Delivered Alert for Time Exceptions Due to Pending Attestations

Delivered Event Alert for Time Exceptions Due to Pending Attestations

53

Delivered Alert Template for Time Exceptions Due to Pending Attestations

INTERSECTION OF SHIFTS AND ABSENCES INTRODUCTION

Work and absence shifts on team schedules can overlap. You can edit these shifts on your team schedule pages, with HCM Data Loader, and with REST services. You can also use new database items (DBIs) to create fast formulas that return work shifts and overlapping absences.

The scheduled work duration calculation on the responsive Team Schedule takes into account only the work shifts of the published schedule only.

Responsive Team Schedule Showing Sick Leave Overlapping the Afternoon Shift for Anita Benson

The weekly duration calculation on the classic Planned Schedule page takes into account only the work shifts.

54

1. 2. 3. 4. 5. 6.

Classic Planned Schedule with the Weekly Duration Column

STEPS TO ENABLE

To enable responsive team schedules, you must enable the following profile options after creating and enabling the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you haven't enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, see this white paper on My Oracle Support: HCM Responsive User Experience Setup Information (Document ID ).2399671.1

NOTE: This step of enabling profile is for existing customers only. New customers starting with 19D or a later release do not need to setup these profiles, as the new responsive screens are delivered by default.

   

Profile Option Code

HWM_WORKER_SCHEDULES_RESPONSIVE_PAGES_ENABLED

Profile Option Code

HWM_MANAGER_SCHEDULES_RESPONSIVE_PAGES_ENABLED

Profile Option Code

HWM_TIME_AND_LABOR_MANAGER_SCHEDULES_RESPONSIVE_PAGES_ENABLED

To enable the profile option, navigate to the Setup and Maintenance work area:

Search for and click the task.Manage Administrator Profile ValuesSearch for and select the profile option.In the Profile Value section, click the icon.AddSet the to .Level SiteIn the field, enter .Profile Value YClick and .Save Close

TIPS AND CONSIDERATIONS

55

When you edit a shift and there's an absence scheduled at the same time, you need to run the Evaluate Absences process to ensure consistency between the absence and work shifts. You run the process on the Schedule and Monitor Processes page of My Client Groups > Absences.

The Absence Administration Page with the Schedule and Monitor Processes Task

The Evaluate Absences Process on the Schedule and Monitor Absence Processes Page

You can use these new database items to create fast formulas to use in workforce management and time rule templates and rules.

BASE_ROUTE_NAME Description

HWM_EMP_SCHD_DEVIATION_ALL_RNAccess all of the worker’s employment schedule time shifts and grace periods, including those that overlap an absence.

HWM_EXT_PUBLISHED_SCHEDULE_ALL_RNExtract all of the published schedule shifts, for a given period and a given person or assignment, including those shifts that overlap an absence.

HWM_PUB_SCHD_PUBLISHED_SCHEDULE_ALL_RN Access all of the worker’s published schedule shifts, including those shifts that overlap an absence.

56

BASE_ROUTE_NAME Description

HWM_SCHEDULE_DETAIL_ALL_RNAccess all of the worker’s detail employment schedule time shifts and attributes, including those that overlap an absence.

KEY RESOURCES

For more information about the new database items, see the Time and Labor Fast Formula Reference Guides page on My Oracle Support ( ).Document ID 1990057.1

APPROVAL NOTIFICATION FOR TIME CARDS REDESIGNED SELF-SERVICE PAGES INTRODUCTION

As a line manager, you can approve a time card from the new approval notification. You open the new notification by clicking the See how it's going link in the approval banner.

Approval Notification Access for Line Managers

Here's the information that the new approval notification includes:

Header with person name, time card period, and person numberPerson informationTime card detailsTime totals: The reported and calculated time totals are side-by-side for easier comparisonReported timeCalculated timeApproval History

57

1. 2. 3.

4.

Approval Notification for Line Managers

Approval History

STEPS TO ENABLE

In order to enable you must enable the following profile option and have enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you have not enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, please see following white paper: HCM Responsive User Experience Setup Information (Document ID ).2399671.1

NOTE: This step of enabling profile is for existing customers only. New customers starting with 19D or a later release do not need to setup these profiles, as the new responsive screens are delivered by default.

Field Value

Profile Option Code HWM_MANAGER_RESPONSIVE_PAGES_ENABLED

To enable the profile option, navigate to the Setup and Maintenance work area:

Search for and click the task.Manage Administrator Profile ValuesSearch for and select the profile option.Click to add a new .Profile Value

58

4. 5. 6.

1. 2. 3.

4.

Select the as .Level SiteEnter a in the field.Y Profile ValueClick and .Save Close

TIPS AND CONSIDERATIONS

By default, all of the time card fields are visible on the print time card template, which is base on the Approval Notification Layout configuration. You can hide the fields that aren't relevant for your business by editing the template.

Click  .Navigator > Tools > Reports and AnalyticsOn the Reports and Analytics page, click  .Browse CatalogOn the Oracle Transactional Business Intelligence Catalog page, open the folder:  Shared Folders

 folder/Human Capital Management/Workflow NotificationsEdit the   template.TimecardApprovalNotificationBulkReport

KEY RESOURCES

For more information on creating and enabling the profile options, refer to the following document on My Oracle Support:

HCM Responsive User Experience Setup Information- (Document ID )2399671.1

PRINT TIME CARD FOR TIME CARDS REDESIGNED SELF-SERVICE PAGES INTRODUCTION

You can now print a time card using the Print option on the time card Actions menu. For example, you have a contract with a billable client that requires you to submit printed time cards to receive payment.

Print Time Card Action from the Time Card

You need to save the time card at least once before you can print it because only the data that is saved is printed. If you make changes to the time card but don't save them before printing, the printed time card will not include the changes.

59

Warning Message for Unsaved Changes

The printable version of the time card is a PDF file that includes these sections:

Header with the person name, time card period, and person numberPerson informationTime card details: The information varies depending on the person who's printing the time card. For example, managers can see the information related to expedite payroll but the individual contributor that the time card is for can't see it.Time totals: Reported and calculated time totals are side-by-side for easier comparisonReported timeCalculated time

Printable Version of the Time Card

60

1. 2. 3. 4. 5. 6.

1. 2. 3.

4.

STEPS TO ENABLE

In order to enable you must enable the following profile option and have enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you have not enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, please see following white paper: HCM Responsive User Experience Setup Information (Document ID ).2399671.1

NOTE: This step of enabling profile is for existing customers only. New customers starting with 19D or a later release do not need to setup these profiles, as the new responsive screens are delivered by default.

Field Value

Profile Option Code HWM_WORKER_RESPONSIVE_PAGES_ENABLED

Profile Option Code HWM_MANAGER_RESPONSIVE_PAGES_ENABLED

Profile Option Code HWM_TIME_AND_LABOR_MANAGER_RESPONSIVE_PAGES_ENABLED

To enable the profile option, navigate to the Setup and Maintenance work area:

Search for and click the task.Manage Administrator Profile ValuesSearch for and select the profile option.Click to add a new .Profile ValueSelect the as .Level SiteEnter a in the field.Y Profile ValueClick and .Save Close

TIPS AND CONSIDERATIONS

By default, all of the time card fields are visible on the print time card template, which is base on the Approval Notification Layout configuration. You can hide the fields that aren't relevant for your business.

Click  .Navigator > Tools > Reports and AnalyticsOn the Reports and Analytics page, click  .Browse CatalogOn the Oracle Transactional Business Intelligence Catalog page, open the folder:  Shared Folders

 folder/Human Capital Management/Workflow NotificationsEdit the   template.TimecardApprovalNotificationBulkReport

KEY RESOURCES

For more information on creating and enabling the profile options, refer to the following document on My Oracle Support:

HCM Responsive User Experience Setup Information- (Document ID )2399671.1

MONTHLY TIME CARDS INTRODUCTION

The responsive time card was enhanced so you can manage monthly time cards. Monthly time cards aren't available for classic time cards.

61

Responsive Monthly Time Card Showing the Reported Details from the Oldest Date to the Most Recent

If you're a time and labor manager who works with classic time cards, you can use the Generate Time Cards process to create classic monthly time cards. To approve these time cards, you select them in the Search Results section of the Team Time Cards page and click Approve. You can't open or edit classic monthly time cards, nor can you view the summary of the time card.

Classic Team Time Cards Page with a Monthly Time Card in the Search Results Section

STEPS TO ENABLE

To enable monthly responsive time cards, you must enable the following profile options after creating and enabling the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you haven't enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, see this white paper on My Oracle Support: HCM Responsive User Experience Setup Information (Document ID 2399671.1).

NOTE: This step of enabling profile is for existing customers only. New customers starting with 19D or a later release do not need to setup these profiles, as the new responsive screens are delivered by default.

62

1. 2. 3. 4. 5. 6.

1.

Field Value

Profile Option Code HWM_WORKER_RESPONSIVE_PAGES_ENABLED

Profile Option Code HWM_MANAGER_RESPONSIVE_PAGES_ENABLED

Profile Option Code HWM_TIME_AND_LABOR_MANAGER_RESPONSIVE_PAGES_ENABLED

To enable the profile option, navigate to the Setup and Maintenance work area:

Search for and click the task.Manage Administrator Profile ValuesSearch for and select the profile option.In the Profile Value section, click the icon.AddSet the to .Level SiteIn the field, enter .Profile Value YClick and .Save Close

Tasks in Setup and Maintenance are part of the Workforce Deployment offering, Time and Labor functional area.

Create monthly repeating time periods to use with time cards and approval workflows. Use the task in Setup and Maintenance.Repeating Time Periods

63

2.

3.

Select a monthly repeating time period in time consumer approvals. Use the task in Time ConsumersSetup and Maintenance.

Associate a monthly repeating time period with relevant time processing profiles. Use the Worker Time task in either Setup and Maintenance or .Processing Profiles My Client Groups > Time Management

TIME CARDS FOR REDESIGNED SELF-SERVICE PAGES ENHANCEMENTS

You can now use the responsive Team Time Cards quick action in My Client Groups to manage time cards for your groups. To manage time cards for any direct and delegated reports, use the responsive Team Time Card quick action in My Team.

My Team > Team Time Cards Page

64

Group Filter on the My Client Groups > Team Time Cards Page

Now, you can also view the calculated entries of a responsive time card in a summarized list. And, you can expand the summarized entries to show additional time attribute information.

New Calculated Summary View that Groups Entries with the Same Identifying Time Attributes, with the Summary Information Collapsed

for All Entries

65

1. 2. 3. 4. 5. 6.

1.

New Calculated Summary View that Groups Entries with the Same Identifying Time Attributes, with the Overtime Entry Summary

Information Expanded

STEPS TO ENABLE

To enable responsive time cards, you must enable the following profile options after creating and enabling the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you haven't enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, see this white paper on My Oracle Support: HCM Responsive User Experience Setup Information (Document ID ).2399671.1

NOTE: This step of enabling profile is for existing customers only. New customers starting with 19D or a later release do not need to setup these profiles, as the new responsive screens are delivered by default.

Field Value

Profile Option Code HWM_WORKER_RESPONSIVE_PAGES_ENABLED

Profile Option Code HWM_MANAGER_RESPONSIVE_PAGES_ENABLED

Profile Option Code HWM_TIME_AND_LABOR_MANAGER_RESPONSIVE_PAGES_ENABLED

To enable the profile option, navigate to the Setup and Maintenance work area:

Search for and click the task.Manage Administrator Profile ValuesSearch for and select the profile option.In the Profile Value section, click the icon.AddSet the to .Level SiteIn the field, enter .Profile Value YClick and .Save Close

Tasks in the Setup and Maintenance work area are part of the Workforce Deployment offering, Time and Labor functional area. Tasks in the My Client Groups > Time Management work area are on the Tasks panel tab.

Configure time card fields using the task in the Setup and Maintenance Time Entry Layout Componentswork area.

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2.

3.

4.

Create a layout set that includes the Responsive UI layout using the task. This task is in Layout Setsboth the Setup and Maintenance and Time Management work areas.Configure the responsive UI layout, including setting the default view and the time card fields to show in summary views.

Add the layout set to appropriate time entry profiles using the task. This Worker Time Entry Profilestask is in both the Setup and Maintenance and Time Management work areas.

FILTER VALUES FOR TIME CARD FIELD CHOICE LISTS FOR REDESIGNED TIME CARD AND WEB CLOCK PAGES

Now, the HCM group eligibility, user role, and effective dates of your multi-attribute time card field configuration apply to responsive layouts too, not just classic layouts. For example, configure the field so that only eligible people see the value Allowance and only their managers can edit the allowance. This filtering also applies to the choice list values when the field appears on Web Clock.

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Multi-Attribute Time Card Field Configuration that Filters the Values that Show in the Field Choice List on Classic and Responsive Pages

On a Responsive Time Card, the List of Payroll Time Type Attribute Values that Only Managers Can See, Including Overtime

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1. 2. 3. 4. 5. 6.

1.

2.

3.

On a Responsive Time Card, the List of Payroll Time Type Attribute Values that Workers Can See, Which Doesn't Include the Overtime

Value that Only Managers Can See

STEPS TO ENABLE

To enable filter values on responsive time card fields, you must enable the following profile options after creating and enabling the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you haven't enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, see this white paper on My Oracle Support: HCM Responsive User Experience Setup Information (Document ID ).2399671.1

NOTE: This step of enabling profile is for existing customers only. New customers starting with 19D or a later release do not need to setup these profiles, as the new responsive screens are delivered by default.

Field Value

Profile Option Code HWM_WORKER_RESPONSIVE_PAGES_ENABLED

Profile Option Code HWM_MANAGER_RESPONSIVE_PAGES_ENABLED

Profile Option Code HWM_TIME_AND_LABOR_MANAGER_RESPONSIVE_PAGES_ENABLED

To enable the profile option, navigate to the Setup and Maintenance work area:

Search for and click the task.Manage Administrator Profile ValuesSearch for and select the profile option.In the Profile Value section, click the icon.AddSet the to .Level SiteIn the field, enter .Profile Value YClick and .Save Close

Tasks in the Setup and Maintenance work area are part of the Workforce Deployment offering, Time and Labor functional area. Tasks in the work area are on the Tasks panel My Client Groups > Time Managementtab.

Configure multi-attribute time card fields using the task in the Setup Time Entry Layout Componentsand Maintenance work area.Create a layout set that includes the layout using the task. This task is in Responsive UI Layout Setsboth the Setup and Maintenance and Time Management work areas.

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3. 4.

1. 2. 3. 4. 5.

Add the time card fields to the responsive UI layout.Add the layout set to appropriate time entry profiles using the task. This Worker Time Entry Profilestask is in both the Setup and Maintenance and Time Management work areas.

TEAM SCHEDULE FOR TIME AND LABOR MANAGER REDESIGNED SELF-SERVICE PAGES INTRODUCTION

If you're a scheduler or time and labor manager, you now plan and publish schedules on the responsive team schedule page in My Clients Group > Team Schedule.

Responsive Team Schedule Page for Schedulers and Time and Labor Managers

If you're also a line manager, you view the schedules for you organization and delegated reports in My Team > Schedules.

STEPS TO ENABLE

: This step of enabling profile is for existing customers only. New customers starting with 19D or a later NOTErelease do not need to setup these profiles, as the new responsive screens are delivered by default.

To enable this feature, you must enable the following profile option and have enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you have not enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, see the white paper HCM Responsive User Experience Setup Information (Document ID ).2399671.1

Field Value

Profile Option Code HWM_TIME_AND_LABOR_MANAGER_RESPONSIVE_PAGES_ENABLED

To enable the profile option, complete these tasks in the Setup and Maintenance work area:

Search for and click the task.Manage Administrator Profile ValuesSearch for and select the profile option.Click to add a new .Profile ValueSelect the as .Level Site

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5. 6.

Enter a in the field.Y Profile ValueClick and .Save Close

PUBLISHED SCHEDULE CHANGE HISTORY FOR REDESIGNED TEAM SCHEDULE INTRODUCTION

As an employee, you can view the history of any changes to your published schedule if your time processing profile has change audit enabled. You can't see the history for your teammates schedules.

Employee's Team Schedule with the View Published Schedule History Action

As a line manager or time and labor manager, you have the same history on your team schedule pages, for your employees with the change audit configuration:

Line managers: My Team > Team ScheduleTime and labor managers: My Client Groups > Team Schedule

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Manager's Team Schedule with the View Published Schedule History Action for the Employee with a Change Audit Configuration

The Published Schedule History page opens on the current week and focused on the date selected on the Team Schedule page. You can still see the full history for the week though.

The History of Changes to the Published Schedule for the Week of 10/13/19 – 10/20/19

All team schedules have additional filters that you can use to search for specific changes.

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Filters Available on the Published Schedule History Pages for Managers

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The History Start and End Dates filter shows you all changes to the published schedule during the specified dates, for shifts with an earned date included in the current week. The Earned Start and End Dates filter shows you the changes to the published shifts with earned dates that are on or within the specified period. That period needs to match the week shown at the top of the filter pane, or be within it. To see shifts with other earned dates, you need to first change the the week that you're currently viewing. The Shift Name, Action, What Changed and Who Made the Change filters don't show you all possible values. Instead they show you only those values for the schedule changes that occurred during the week that you're viewing or the history or earned periods. For example, if you only have changes for the Day 9-5 WFM shift, then that's the only name you see under Shift Name. Or, your shifts were updated but not created or deleted. Under the Action filter then, you see only Update.

You can even use a new filter to show employees who aren't scheduled that day. If they're configured for change audit, and their published schedule was changed that week, you can see their change history.

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Team Schedule Page Filter that Let's You Include People Without a Shift on the Schedule

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And, you can sort the changes by different criteria.

Sort By Options Available on the Published Schedule History Pages for Managers

Samuel Isn't Scheduled Today, but Has a Change History

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1. 2. 3. 4. 5. 6.

Samuel's Change History Was the Deletion of the Shift He Would Have Worked Today

STEPS TO ENABLE

To enable schedule change history, you must enable the following profile options after creating and enabling the HCM_RESPONSIVE_PAGES_ENABLED profile option. If you haven't enabled the HCM_RESPONSIVE_PAGES_ENABLED profile option, see this white paper on My Oracle Support: HCM Responsive User Experience Setup Information (Document ID ).2399671.1

NOTE: This step of enabling profile is for existing customers only. New customers starting with 19D or a later release do not need to setup these profiles, as the new responsive screens are delivered by default.

Field Value

Profile Option Code

HWM_WORKER_SCHEDULES_RESPONSIVE_PAGES_ENABLED

Profile Option Code

HWM_MANAGER_SCHEDULES_RESPONSIVE_PAGES_ENABLED

Profile Option Code

HWM_TIME_AND_LABOR_MANAGER_SCHEDULES_RESPONSIVE_PAGES_ENABLED

To enable the profile option, navigate to the Setup and Maintenance work area:

Search for and click the task.Manage Administrator Profile ValuesSearch for and select the profile option.In Profile Value section, click the icon.AddSet the to .Level SiteIn the field, enter .Profile Value YClick and .Save Close

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You enable the change audit of published schedules on worker time processing profiles. Edit time processing profiles using the Worker Time Processing Profiles task in either of these locations:

My Client Groups > Time ManagementWorkforce Deployment offering, Time and Labor functional area

The employees associated with the relevant profiles can see the history of their published schedules, as can their managers.

Time Processing Profile with Change Audit for Scheduling Enabled

HCM TRANSACTION DESIGN STUDIO FOR TIME AND LABOR ENHANCEMENT

You can configure the fields to show and hide, for display only, on time cards and team schedules. This way, you can show frequently used fields and hide the fields people don't use as much.

These are the basic details parameters you can configure on team time cards and existing time cards.

Attribute Default Value

Role All

Business Unit All

Legal Employer All

These are the read-only fields you can configure on team time cards screen after you select the Time Cardsaction and region.Team Time Cards

Attribute Visible by Default

Person Number Yes

Total Hours Yes

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Attribute Visible by Default

Scheduled Hours Yes

Absence Hours Yes

Submission Date Yes

Manager Yes

Job No

Location No

Position No

Department No

These are the read-only fields you can configure on existing time cards after you select the action Time Cardsand region.Worker Time Cards

Attribute Visible by Default

Status Yes

Total Hours Yes

Absence Hours Yes

 This is the field you can configure on time cards after you select the action and Time Cards Worker Time region.Cards

Attribute Visible by Default

Person Number No

Assignment Number No

Job Yes

Scheduled Work Yes

Manager No

Location No

Position No

Department No

Full Time or Part Time No

Length of Service No

Hire date No

Worker Type No

Comments Yes

These are the read-only fields you can configure for the shift info accessible from the worker team schedule after you select the action and region.Worker Team Schedule Info

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Attribute Visible by Default Comments

Code No  

Employee Yes  

Name Yes  

Type No  

Earned Date Yes

We recommend that you keep this field displayed if you have workers who work overnight. With this field, you can see the day that the shift is referring to. Also, if line managers create shifts with fixed start and end times in the shift properties, they use the earned date to move the shift from one day to another.

Start Date and Time Conditionally Displayed for time shift.

End Date and Time Conditionally Displayed for time shift.

Time Worked Yes  

Duration Conditionally Displayed for elapsed shift.

Time Not Worked Yes  

Entry Source No  

Owner No  

Last Updated Date No  

Publish Date No  

Time Attributes No  

STEPS TO ENABLE

You don't need to do anything to enable this feature.

IMPORTANT CONSIDERATIONS FOR WORKFORCE MANAGEMENT

ORACLE CURRENTLY PLANS TO DECOMMISSION THE HCM CLASSIC SIMPLIFIED USER INTERFACE IN UPDATE 20B

The new and redesigned HCM Responsive User Experience has been available and promoted as our standard since Update 18B.  If you are still using the older HCM Classic Simplified User Interface, please begin transitioning to the HCM Responsive User Experience.

For information, video links and next steps, please see Document ID - HCM Responsive User 2399671.1Experience Setup Information

Highlights of New User Interface:

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We’ve taken the employee and manager self-service pages to the next level by redesigning them to look and behave the same on desktop and mobile devices.  We’ve also changed the look and feel of the pages to provide a better experience for end users.

Pages and messages look more modern and use simpler, more conversational language so that you can more easily read and understand content across all devices.  The pages are clutter-free and clean and display only those fields that are required to complete the task.  You can personalize the pages and add more fields that are hidden by default.  For most self-service tasks, you’re asked what you want to do, and the task is broken down into a series of steps based on your choice.

_________________________

KNOWN ISSUES / MONTHLY AND STATUTORY MAINTENANCE PACK

Oracle publishes a Known Issues document for every Update to make customers are aware of potential problems they could run into and the document provides workarounds if they are available.

Oracle also publishes Maintenance Pack and Statutory Maintenance Pack documentation of bugs that are fixed in the monthly or statutory patching.

To review these documents you must have access to My Oracle Support:

Oracle Human Capital Management Cloud Functional Known Issues and Maintenance Packs (Document ID )1554838.1

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