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Tuesday, March 08, 2016
Slide 4 - Oracle Applications Cloud Release 9
Slide Notes
Hello, my name is Mary Nell. Welcome to the Release 9 Training for Oracle Applications Cloud Fusion HCM Enhancements. In this session, we’ll cover the
United States Localization enhancements we have made in this release.
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Slide 5 - Agenda
Slide Notes
For the enhancements covered in this training, we’ll give an overview, followed by more detail to explain how you can use them, what business value they
bring and what you need to know to set them up. A demonstration will be given for a few of these new features.
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Slide 6 - Enhancements Overview
Slide Notes
The first feature we will be discussing is Roth 401 (k) and Roth Catch-Up. You can now configure these types of elements using system delivered deduction
categories and rules. Then we will look at the Employee W-2 and W-2 Register reports. These are run at year-end. The first report creates the year-end tax
form to be distributed to the employee. The second report is used for verification and reconciliation of the employee W-2s. Next we will focus on the
legislative reports. First, we will look at the New Hire Electronic Report. It is used to report your new hires and re-hires to the proper state agencies.
Second, we will look at the EEO-1 Electronic Report. It is used to report employment data categorized by race/ethnicity, gender, and EEO-1 job category to
send to the appropriate federal agency. Finally, we will look at the VETS-100 and VETS-100A Electronic Reports. These are used to report employment
opportunities provided to various types of veterans to send to the appropriate federal agency.
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Slide 7 - Roth 401 (k) and Roth Catch-Up
Slide Notes
With the Roth 401 (k) feature, you can create voluntary deduction elements using a secondary classification of Deferred Compensation 401k Roth and
Deferred Compensation 401k Roth Catch Up. The appropriate legislative limits and rules will be observed in the payroll calculations. You also have the
option to create Roth 401 (k) elements at the same time as your pretax 401 (k) deduction elements. When creating your pretax 401 (k) deduction element,
an additional question will appear, asking if you want to create an associated Roth element.
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Slide 8 - Employee W-2
Slide Notes
The Employee W-2 refers to the tax form that is distributed to the employee at year-end. It includes details of the earnings and taxes paid by the employee
for a given year. A PDF document is created that can be printed using a four-part horizontal (4up horizontal) paper format for those employees who elect to
receive a printed copy from the employer.
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Slide 9 - Employee W-2 – Setup Summary
Slide Notes
No setup is required for this new feature to be available, however certain information should be configured for this report to work as expected. These initial
setups are part of Setup and Maintenance in FSM. First, make sure the registration for the United States Federal Tax jurisdiction is completed for each
TRU. Use the Manage Legal Reporting Unit Registrations task to properly capture the Federal Employer Identification Number or FEIN. The FEIN prints in
the Employer identification number box on the W-2. Second, make sure the registrations for State Income Tax jurisdictions are completed for each TRU.
Use the Manage Legal Reporting Unit Registrations task to capture the State Identification Numbers. This number prints in the Employer’s state ID number
box on the W-2. Third, for New Jersey, if you have a private plan for either Family Leave Insurance or Disability Insurance, make sure the private plan
numbers are captured. Use the Manage Legal Reporting Unit HCM Information task to enter this data. These plan numbers print in Box 16 and 14 on the
W-2.
Next, if you have any user-defined information to print in Box 14 , the lookup code ORA_HRX_US_W2_BOX_14_USER_DFND must be configured. Use
Manage Common Lookups task to enter the meanings for each code you plan to use. These meanings print as the label in Box 14 on the W-2.
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Slide 10 - Employee W-2 – Setup Summary Continued
Slide Notes
These tasks listed here are part of the Payroll Calculation Work Area. First, you must define balance feeds for any W-2 balance that is applicable to your
business. These balances are not seeded with any feeds. You must define the feed using the proper user-defined elements you have configured. Use the
Manage Balance Definitions task to define the feeds. See Related Help Topic “Form W-2 Box Information” for a list of the balances. Second, you must
define balance feeds for any W-2 Box 14 balance you want to use. For example, W2 Box 14A. This balance is used in conjunction with the Box 14 lookup
code configured earlier. Third, you must identify any statutory employees on the Federal Employee Withholding Certificate using the Manage Calculation
Cards task. This information is used to populate Box 13.
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Slide 11 - Employee W-2 – Setup Summary Continued
Slide Notes
This task is also part of the Payroll Calculation Work Area. The Reporting Information card has fields that can be configured for the Employee W-2. Use the
Manage Calculation Cards task to navigate to the Reporting Information card to set any of these fields appropriately. The Eligible for Retirement Plan field
can be set in order to populate the Retirement Plan on Box 13 on the W-2. Most common use case for this is where an employee is eligible to contribute to
a defined contribution plan and chooses not to but the employer still contributes funds. In this case, the Retirement Plan in Box 13 must be populated. If the
employee is eligible to contribute to a defined contribution plan and chooses not to and there are no employer matching funds, then the Retirement Plan in
Box 13 does not have to be populated. Different rules apply for defined benefit plans. The Retirement Plan in Box 13 will be populated automatically if the
employee has balances greater than zero for the appropriate W2 balances such as W2 401k. The remaining two fields are used only if you have selected
ADP to print your W-2s.
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Slide 12 - W-2 Register
Slide Notes
The W-2 Register refers to a report that is generated at year-end. This report is generated in PDF format. You can use this report for pre-print verification,
balance verification, and exception verification for the employee W-2s. An option is available to create an additional report showing the employee detail for
the amounts reported in each W-2 box. Another option is available to create a totals report summarizing the data by tax reporting unit for each W-2 box.
You can use this report to reconcile your year-end totals.
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Slide 13 - Employee W-2 and W-2 Register – Prerequisite Summary
Slide Notes
These steps should be completed as prerequisites for these reports to work as expected. Make sure all necessary setup steps have been completed.
Then run the Archive End-of-Year Payroll Results process. Best practice is to run the W-2 Register before running the W-2 Employee Report to verify
totals.
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Slide 14 - New Hire Electronic Report
Slide Notes
You can use this report to meet legislative compliance with reporting new hires and rehires to the state agencies. The process generates a file suitable for
electronic submission. An additional audit file is generated and can be used for verifying the data on the electronic file. Support for the following states is
available: Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Nebraska, New Jersey, North Carolina, Ohio,
Pennsylvania, Texas, Virginia, Washington, and Wisconsin. For all other states, a generic electronic file format will be generated.
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Slide 15 - New Hire Electronic Report – Setup Summary
Slide Notes
No setup is required for this new feature to be available, however certain information should be configured for this report to work as expected. First, a
default TRU must be associated to the legal employer. This can be configured using the Manage Legal Entity HCM Information task in FSM. Second,
contact details for the employer must be configured using the Manage Legal Reporting Unit task. Third, make sure the registration for the United States
Federal Tax jurisdiction is completed for the default TRU. Use the Manage Legal Reporting Unit Registrations task to properly capture the FEIN. Finally,
make sure the proper new hire status is configured for the employee. This field is found in the work relationship details on the Employment Information
page. This field indicates if the employee should be included or excluded from the report. The Oracle Fusion HRMS(US) Implementation and Use white
paper on My Oracle Support contains full details of all the necessary setups.
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Slide 16 - EEO-1 Electronic Report
Slide Notes
You can use this report to meet legislative compliance with reporting employment data to the federal agency. Data is categorized by race/ethnicity, gender,
and EEO-1 job category. Output is formatted for electronic submission. Note that this is different from the sample paper report shown in this slide. An
additional audit report is generated and can be used for verifying the data on the electronic file.
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Slide 17 - EEO-1 Electronic Report – Setup Summary
Slide Notes
No setup is required for this new feature to be available, however certain information should be configured for this report to work as expected. First, EEO-1
specific fields must be configured on the appropriate locations. This data can be entered using the Manage Locations task. Second, the EEO-1 category
must be configured for each job using the Manage Jobs task. Third, make sure EEO-1 specific fields are configured for the legal employer as well as the
TRU. Manage Legal Entity HCM Information and Manage Legal Reporting Unit HCM Information tasks can be used. Fourth, make sure the registration for
the United States Federal Tax jurisdiction is completed for each TRU. Use the Manage Legal Reporting Unit Registrations task to properly capture the
FEIN. Finally, make sure the proper gender, ethnicity and job are configured for the employee. The Oracle Fusion HRMS(US) Implementation and Use
white paper on My Oracle Support contains full details of all the necessary setups.
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Slide 18 - VETS-100 and VETS-100A Electronic Reports
Slide Notes
You can use this report to meet legislative compliance with reporting veteran employment data to the federal agency. Data is categorized by veteran status
and EEO-1 job category. Output is formatted for electronic submission. Note this is different from the sample report shown on this slide. An additional audit
report is generated and can be used for verifying the data on the electronic file.
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Slide 19 - VETS-100 and VETS-100A Electronic Reports– Setup Summary
Slide Notes
No setup is required for this new feature to be available, however certain information should be configured for this report to work as expected. First, VETS
specific fields must be configured on the appropriate locations. This data can be entered using the Manage Locations task. Second, the EEO-1 category
must be configured for each job using the Manage Jobs task. Third, make sure VETS specific fields are configured for the legal employer as well as the
TRU. Manage Legal Entity HCM Information and Manage Legal Reporting Unit HCM Information tasks can be used. Fourth, make sure the registration for
the United States Federal Tax jurisdiction is completed for each TRU. Use the Manage Legal Reporting Unit Registrations task to properly capture the
FEIN. Finally, make sure the proper veteran status and job are configured for the employee. The Oracle Fusion HRMS(US) Implementation and Use white
paper on My Oracle Support contains full details of all the necessary setups.
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Slide 20 - United States Compliance Additions
Slide Notes
Oracle Fusion HRMS (US) supports country-specific features and reports for the United States. This enables users to follow US business practices and
comply with the statutory reporting requirements.
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Slide 235 - Summary of Enhancement Capabilities
Slide Notes
In this presentation, we covered the new enhancements for Release 9 as follows: Roth 401 (k) and Roth Catch-Up, Employee W-2, W-2 Register, New Hire
Electronic Report, EEO-1 Electronic Report, and VETS-100 and VETS-100A Electronic Reports.
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Slide 236 - Slide 236
Slide Notes
So that concludes the audio portion of this presentation, thank you for listening. There is no audio in the implementation advice section.
You can easily pause and rewind any of these slides if you require additional time to take in the detail.
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Slide 237 - Feature Impact Guidelines
Slide Notes
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Slide 238 - Feature Impact Guidelines
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Slide 239 - Job Roles & Associated Duty Roles
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Slide 240 - Business Process Model Information
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Slide 241 - Related Reports
Slide Notes
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