R10 Impact Analysis PDF

Release 10
Impact Assessment for Customers Upgrading to Release 10
Centre of Excellence
Fusion HCM Development
Copyright 2014, Oracle and/or its affiliates. All rights reserved. |
Safe Harbor Statement

The preceding is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracles products remains at the sole discretion of Oracle.
Program Agenda
1
Impact Assessment Overview
Upgrade Cafe
Release 10 Impact Assessments by Product
Useful Links

Intent: Identify the impact of Release 10 features to upgrading
customers so that you can plan and execute your upgrade and later
uptake new features
Features identified in this presentation are the same as those
documented in the Whats New Guides, Release Content Document,

and Release Training

Key upgrade guidance:
Your upgrade effort should focus on validating that what worked in Release 9
continues to work after the upgrade is applied

Limit your implementation work during the upgrade to those features which are
absolutely required when you release your environments to your users

Defer uptake of new features to the post-upgrade period
Feature Level Uptake Definitions

Uptake Option
New feature or enhancement to existing functionality
Is this something brand new to the module or an improvement to that which was available in previous releases?
Automatically available to users as part of upgrade
Will the feature automatically appear coming out of the upgrade or is effort required by the user to turn it on (in which case see
comments)?
Deploy after upgrade if desired
If you elect to make use of new functionality you will generally do so after you have completed the upgrade (in which case an X
appears in the column). If the column is blank then this feature will appear in Fusion and there is no decision-making involved.
Work/re-work (configuration, implementation , security ) required
An X appearing in this column means that user effort is required in any numbers of areas such as:
Determining if this functionality is appropriate
Revisiting decisions around configuration, security and user access, personalizations, reporting
Effort in terms of loading data, testing, training, report re-write
Consider Hiding
These are features that you may want to delay revealing to your users because it may be appropriate for a future business event or
process or it may perhaps generate unnecessary questions and phone calls from your users.
Release 10 Impact Assessment

Upgrade Cafe
Release 10 Upgrade Cafe

New for Release 10
Recordings available for products with new
features
Launch August 2015
Available on MOS, Customer Connect
10
Exposing or Hiding New Features via Role

Based Security
11
Overview
Release 10 is introducing a new Simplified Reference Role Model
After the upgrade is applied, your pre-existing security setup will be
retained.
The new model will be installed via the upgrade but will not be active until
you adopt it after the upgrade period.
Duty Roles and Privileges for new Release 10 features will NOT be added to
your pre-existing security setup.
Uptake of new Release 10 features after the upgrade has been applied will
require you to either:
Add Duty Roles and/or Privileges to your pre-existing security setup; or
Implement the Simplified Reference Role Model
12
Simplified Reference Role Model: New with Release 10

Introduces a new flattened role model with:
Fewer Duty Roles and Duty Role levels within a Job Role
New Aggregate Privileges (one Function Security Privilege with Data Security
Privileges)
Adoption of the new model provides you several business benefits:

New model makes it easier to understand, maintain, and customize delivered roles
Aligns you with what will, over time, become the predominant solution
Allows Oracle to better support you
Customers should begin the new model uptake effort only after the
upgrade has been applied and you have the time and resources to adopt it.
If possible, all upgrading customers should target uptake of the new model
prior to the Release 11 upgrade
13
Simplified Reference Role Model: Uptake Considerations

Uptake of the new role model requires manual configuration work and is
not required until you have the time and resources to migrate.
For more information about the new role model and guidance for when
and how to migrate to it, review the following content as part of your postupgrade planning:
Simplified Role Hierarchy webcast on Customer Connect
https://ora-fusionapps.custhelp.com/euf/assets/fusion/videos/replays/Simplified%20_Role_R10_HCM/072315_206018_source/presentation.html
Simplified Reference Role Model whitepaper on My Oracle Support (Article #2016990.1)

https://support.oracle.com/epmos/faces/DocumentDisplay?id=2016990.1&displayIndex=2#WP_ABSTRACT
Upgrade Guide for Oracle HCM Cloud Applications Security on My Oracle Support (Article #2023523.1)
https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=302654237401886&id=2023523.1&_afrWindowMode=0&_adf.ctrlstate=8pmj8tex_53
14
Exposing or Hiding New Release 10 Features

Guidance for customers who choose to implement new features before migrating to the new role model
If you want to expose a
new R10 feature
and that feature requires a

Privilege your users already have
and that feature requires a

Privilege your users do not already
have
If you want to hide a

new R10 feature
and that feature requires a new

R10 Privilege
and setup is not necessary to

configure it
your users will be able to use the new

feature after the upgrade is applied.
and setup is necessary to

configure it
your users will not be able to use the new

feature until you configure it via setup.
and setup is not necessary to

configure it
your users will not be able to use it until you

add the Privilege to the appropriate Job
Role(s).
and setup is necessary to

configure it
your users will not be able to use it until you

configure it via setup and add the Privilege to
the appropriate Job Role(s).
no action is required because

the Privileges which enable it
are not applied to your preexisting Release 9 role
definitions.
15
Exposing or Hiding New Release 10 Features

Guidance for Customers who choose to implement new features while migrating to the new role model
Identify which new delivered Application Job/Abstract Roles requirements

customization because they expose features you dont use
Those feature to which you are not subscribed
Those features you wont currently use
Create custom equivalent versions of new Application Job/Abstract Role

which expose features you dont use
At a minimum, address Abstract Roles for Employees and Line Managers
See link for Release 10 Upgrade Guide for Oracle Cloud Applications Security
Above approach simplifies uptake of subsequent upgrades:

Avoids automatically exposing features to which you are not subscribed or dont use
Allow you to roll-out many new release features only when you are ready to do so
16

HCM Common Features User Interface
17
HCM Common Features User Experience

Continues the clean, modern, contemporary user experience
Unified experience across all pages former Simplified UI and Desktop UI are
merged
A new home page URL will be available and should be used going forward
Automatic URL redirection is enabled for existing bookmarks
Recommended to switch to new URLs for a better user experience
Automatic redirect of old URLs is enabled only for home pages. All other work area and
dashboards accessed with old bookmarks will not redirect automatically
New Home page design may bring in new content that was not previously
available
18

Uptake option g
Feature
i
Unified User Experience
New URL
New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
Enhance
(A.B)
New
(C)
(A) You should evaluate the new home page after upgrade to review if any new icons are present
(B) Any customizations made in Release 9 home page will be migrated for icons that exist in both R9 and R10. If customization was
done to enable / disable an icon in R9, it will not be valid any more. Please review the UI after non-production upgrade
(C) The URL pattern will be new for R10 - https:<hostname>/homePage/faces/FuseWelcome
19

Groupings
Icons map to related work areas
Can combine functional work areas and dashboards organized into a logical group
Infolets and Information Tiles
Although included in R10 UI, these features are not available in HCM Cloud at this time.
Integrated Social
Navigator now located in the upper left of the window
20

Uptake option g
Feature
i
Groupings
Integrated Social
New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
New
Enhance
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
X
X
(A)
(A) Only applies if using Social features in the application
21
HCM Common Features Extensibility

Appearance
Forced use of Sandboxes
Color selection (including exact color match Pantone, RGB, etc)
Logo, background and color scheme
Button colors and style selections
Structure
Configure the UI
Creating new landing pages

Hiding / Revealing applications
Reorder / Move applications
New page entries or categories
Page Integration
Integrate external applications to the Cloud
22
HCM Common Features Extensibility

Uptake option g
Feature
i
New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
Appearance
New
(A, B)
Structure
New
(A)
Page Integration
New
(A) Appearance and Structure features do not have be utilized unless you desire to modify the user experience
(B) Many options are available through the Simplified Theme Editor. Once you edit a theme using the advanced editor, you can't
edit it using the simple editor anymore
23

Competitions
24
Competitions
Competition Creation
My Competitions Panel
Competition Leader Board
Competition Details
25
Competitions Assessment
New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Consider
Hiding
Comments
Create Competition
New
(A)
My Competitions
New
(B)
Competition Leader Board
New
Create Competition
New
Uptake option g
Feature
i
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
(A) The four-step wizard will allow you to name the competition, enter start and end dates, invite participants, define how points
are gained, and what the awards are.
(B) Page is available in the Simplified User Interface; About Me > Competitions > My Competitions
26

Global Human Resources
27

Person Extra Information Effective Dating
Position Management
Defaulting of Additional Attributes from Position, Position Synchronization, Number of Incumbents
Collective Agreements
Global Transfer
Approval Notification Personalization
HCM Cloud Mobile Self-Service New Transactions
Managers
Promote
Change Manager
Manage Salary
Employees
Update Bio
Update Profile Photo
28

Uptake option g
Feature
i
Person Extra Information
Effective Dating
Define Collective Agreements
for Workers
Global Transfer
Approval Notification
Personalization
New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Enhance
New
Enhance
Enhance
Position Management
Enhance
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
(A)
(B)
(C)
New
HCM Cloud Mobile

- Self-Service Transactions
Deploy
after
upgrade if
desired
(A) Manage Collective Agreements by accessing the Manage Collective Agreements task from Workforce Structures
(B) Using Page Composer, you can selectively show and hide components of the notification
(C) Please refer to the Release Control Document for further information as to the steps required to enable the new enhancements for Position Management
29

Absence Management
30
Absence Management Assessment

Absence records are now included in the audit framework
Human Capital Management Extract Includes Absence Record Data and Accrual
balances
Approval Framework Enhancements
Assignment Hours as Work Schedule Option
Schedule Half Days for Absences Measured in Calendar Days
Override Payment Percentages for Calculated Entitlements
Absence Records for Contingent Workers
Attachments for Absence records
31

New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Deploy
after
upgrade if
desired
Absence records are now

included in the audit
framework
New
HCM Extract Includes

Absence Record Data and
Accrual balances
New
(A)
Enhance
(B)
Uptake option g
Feature
i
Approval Framework
Enhancements
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
(A) This new functionality will require careful planning and an implementation strategy to reconfigure your existing plan design.
(B) With this enhancement work would be needed to take advantage of the new field or functions.
32

New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Assignment Hours as Work

Schedule Option
New
Schedule Half Days for

Absences Measured in
Calendar Days
New
Override Payment
Percentages for Calculated
Entitlements
New
Absence Records for

Contingent Workers
New
Attachments for Absence

records
New
Uptake option g
Feature
i
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
33

Benefits
34
Benefits Assessment
Uptake option g
Feature
i
New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
New Rate Start Date Rule
Enhance
Extracting Benefits Data

Using HCM Extracts
New
Benefits Formula Evaluation
New
Continuing Benefits Type
New
Enhance
New Close Enrollment

Process Rule
Consider
Hiding
Comments
X
(A)
(A) Allows for compliance with US COBRA.
35
Benefits Assessment
New Rate Start Date Rule
Extracting Benefits Data Using HCM Extracts
Benefits Formula Evaluation
Continuing Benefits Type
You can comply with the US COBRA regulation as well as any reporting requirement associated with
the transition of benefits coverage to its next phase.
New Close Enrollment Process Rule
36

Time and Labor
37
Time and Labor Assessment

Support for Payroll Location Fields
User Defined Time Card Fields
Schedule and HR Information Available to T&L Rules
Extended Range of Rule Templates
Support for Shifts Crossing Midnight
Additional HCM Groups Evaluation Criteria
Worker View of Personal Schedule
Worker View of Team Schedule
Manager View / Edit Team Schedule
38

Enables entry of location data on time card or calendar
Add location fields through time card composer
Transfer location information entered on time card to payroll for processing
Note the additional option to allow time entries to cross midnight
Enables capture of time related information other that that needed Fusion Projects or Payroll applications
Enables collection of time for company specific needs such as costing, project reporting, integration to other external systems such
as finance systems
Schedule and HR Data Available to T&L Rules
Significant increase in the attributes that can be referenced in TERs and TCRs
Overtime rules based on comparison with work schedule can be configured
Holiday, schedule, pay relationship and assignment information can be used
39

Extended Range of Delivered FF and Rule Templates
Eight more delivered rule templates
All templates and related Fast Formula can be copied, extended and reused by customer
Example rules for California overtime calculation.
Plus: Additional HCM Groups Evaluation Criteria including Location
Enriches the existing information related to workers time with display of work schedule as defined in Global HR
Enables workers to view scheduled hours when reporting worked time and absences
Filter the display based on different types of schedules and absences
Note : the workers schedule is NOT pre-populated on the Time Card
Provides view of team schedule including approved absences and public holidays
Gives access to workers details to facilitate communication
40

Manager View/Edit of Team Schedule
Provides weekly team schedule view based on the workers work schedule including absences and public holidays
Enables editing of this weeks schedule and publication to the team
Provides color-coded shifts to help with quick analysis of schedule
Draws attention to overstaffing and understaffing using color-coded staffing difference
Displays summary indicators in table and graph formats to compare with schedules
Easily Edit Weekly Team Schedule And Labor Demand
Provides multiple methods to edit the team schedule
Highlights changes with color-coded shifts
Enables reset of planned schedule to workers work schedule or current published schedule for a worker or the team
Enables editing of labor demand for specific days to align workforce with business requirements
41

Uptake option g
Feature
i
New feature or
enhancement to
existing functionality
Automatically
available to users as
part of upgrade
Deploy after
upgrade if
desired
Work/re-work
(configuration,
implementation , security)
required
Enhance
Enhance
Schedule and HR Information Available to

T&L Rules
Enhance
Extended Range of Rule Templates
Enhance
Support for Shifts Crossing Midnight
Enhance
Additional HCM Groups Evaluation Criteria
Enhance
New
New
Manager View / Edit Team Schedule
New
Consider hiding
Comments
42

Compensation
43
Compensation Assessment
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Enhance
Hide Ineligible Workers
New
Prevent Worksheet
Submission
New
External Data Tables
New
Enhanced Approval
Notifications
Enhance
Uptake option g
Feature
i
Support for Matrix Managers
Migrate Total Compensation

Statements via FSM
New feature or
enhancement
to existing
functionality
New
Automatically
available to
users as part of
upgrade
Consider
hiding
Comments
(A)
(A) Review Hierarchy used for the Worksheet Delegation Feature delivered in Release 9
44

Global Payroll
45
Global Payroll
Simplified QuickPay Flow
New Task for Managing Balance Groups
Flow to Roll Up Payments to Third-Party Organizations
46
Global Payroll (Continued)

Payroll Costing Reports
Expansion of Payment Method Criteria
Payroll Cycle Flow Pattern Enhancements
47

Transactional Business Intelligence
Personal Payment Details Real Time Subject Area
Element Entries Subject Area Enhancements
48
Global Payroll
New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Enhance
New Task for Managing

Balance Groups
New
Flow to Roll Up Payments to

Third-Party Organizations
New
Uptake option g
Feature
i
Simplified QuickPay Flow
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
(A)
(A) There are a number of excellent resources to help you get familiar with the Managing Balance Groups functionality that you can
reference using the Application Help Feature. Those topics that you can search for are Balance Groups Usages: Examples, Balance
Groups and Usages: Explained, Creating Balance Groups and Usages: Worked Examples, and Rules for Editing Balance Groups and
Their Usages: Explained.
49

Uptake option g
Feature
i
New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Payroll Costing Reports
New
Expansion of Payment
Method Criteria
Enhance
Payroll Cycle Flow Pattern

Enhancements
Enhance
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
X
Consider
Hiding
Comments
(A)
(B)
(A) The specifics of the costing reports can be found by searching the Application Help Feature for Payroll Costing Report.
(B) An example on how to create fast formulas to derive payment sources can be found by searching the Application Help Feature
for Deriving Payment Sources by Department: Worked Example.
50

Uptake option g
Feature
i
Personal Payment Details
Real Time Subject Area
Element Entries Subject Area
Enhancements
New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
New
Enhance
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
51

Payroll Interface
52
Payroll Interface
Payroll Interface Report For NGAs Payroll Exchange
New extract to feed NGA Global Payroll.
Calculate Gross Earnings Process Optional for Global Payroll Interface
Extracts
Simplified the Global Payroll Interface by making Calculate Gross Earnings an optional
process.
53
Payroll Interface
New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Payroll Interface Report For

NGAs Payroll Exchange
New
Calculate Gross Earnings

Process Optional for Global
Payroll Interface Extracts
Enhance
Uptake option g
Feature
i
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
(A)
(A) For more information about what is included in the extract definition, search the Application Help for Payroll Interface Report
for NGA Extract Definition
54

AMERICAS Localizations
55
Introduces country-specific enhancements for the United States, Canada, and
new localization of Brazil

Almost all enhancements will be exposed by default after upgrade
In general, a combination of setup (e.g. Legislative Data Group and Legal
Employer) and country-specific duty roles expose new localization features.
Refer to the R10 Whats New Guide and application online help for additional
information
If you are not using these countries, no impact
56
United States
Third-Party Involuntary Payments Extract
New Jersey Family Leave Insurance
Quarter-To-Date Archive
State Specific Payslip/CheckWriter Enhancements
Third-Party Monthly Tax Filing Extract
Address Style and Validation
57
Canada
Functionality to support loading geographies for Canada
Employment Equity Interface
Workers Compensation
Record of Employment
58
Brazil
New localization delivered in Release 10
Delivers country-specific functionality
If you do operate in Brazil:
New Release 10 features will be exposed automatically
If you do not operate in Brazil:
No impact
59
AMERICAS Localizations United States

Uptake option g
Feature
i
New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Third-Party Involuntary
Payments Extract
New
New Jersey Family Leave

Insurance
New
Quarter-To-Date Archive
New
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
60
AMERICAS Localizations United States (Continued)

Uptake option g
Feature
i
State Specific
Payslip/Checkwriter
Enhancements
New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Enhance
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Third-Party Monthly Tax Filing

Extract
New
Address Style and Validation
Enhance
Consider
Hiding
Comments
61
AMERICAS Localizations Canada

Uptake option g
Feature
i
New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Load Geographies For Canada
New
Employment Equity Interface
New
Workers Compensation
New
Record of Employment
New
Consider
Hiding
Comments
62
AMERICAS Localizations Brazil

Uptake option g
Feature
i
Maintaining Personal
Information
New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
New
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
63

EMEA Localizations
64
EMEA Localization Assessment

Introduces country specific enhancements for Tier 3 & Tier 2 Localizations:
Tier 3 Middle East: Kuwait, United Arab Emirates and Saudi Arabia
Tier 3 Europe: United Kingdom
Tier 2 Europe: Ireland, France, Netherlands, Germany, Switzerland
Introduces 17 new Tier 1 Localizations
Hungary, Kazakhstan, Liechtenstein, Poland & Ukraine (Central & Eastern Europe), Austria & Belgium
(Western Europe), Estonia, Latvia, Lithuania (Baltic), Denmark, Finland, Norway & Sweden (Nordic),
Bahrain, Oman & Qatar (Middle East)
In general, a combination of setup (e.g., Payroll Product Usage, Legislative Data Group,
Legal Employer) and country-specific duty roles expose new localization features
65
Tier 3 Localization Assessment:

Kuwait(KW), United Arab Emirates(UAE), Saudi Arabia(SA) & United Kingdom (UK)
Uptake option g
Feature
i
New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
KW, UAE & SA

GCC Monthly Gratuity
Accrual Calculation,
New and enhanced
Statutory reports,
Uptake of Global reports
New
UK
Equality Monitoring
P60s
Legislative updates to
maintain compliance with
statutory thresholds
New
Consider
Hiding
Comments
66

Ireland(IE), France(FR) & Netherlands (NL)
Uptake option g
Feature
i
IE & FR
Automatic creation of
calculation cards for new
hires
FR
Contract/Sub contract types
Temp National Identifier
RUP
NL
Gate Keeper Law
New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
New
Enhance
Deploy
after
upgrade if
desired
New
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
(A)
(A) Need to categorise absence with predefined type of Gatekeeper Law

67

Germany(DE) & Switzerland(CH)
Uptake option g
Feature
i
DE
HR Validations
Disability Report
CH
Worker Data Validation
Report
New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Enhance
New
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
68

Hungary, Kazakhstan, Liechtenstein, Poland & Ukraine (Central & Eastern Europe), Austria & Belgium
(Western Europe), Estonia, Latvia, Lithuania (Baltic), Denmark, Finland, Norway & Sweden (Nordic),
Bahrain, Oman & Qatar (Middle East)
New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Validation of National
Identifiers
New
Localised names and

addresses and bank
information
New
Seeded values for specific

personal & employment
fields
New
Concealment of fields to
meet statutory, business &
cultural requirements
New
Uptake option g
Feature
i
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
69

APAC Localizations
70
APAC Localization Assessment

New localization support for Japan, Korea, Malaysia, New Zealand and Taiwan
Additional support for localizations Australia, China and India
In general, a combination of setup (e.g., Payroll Product Usage, Legislative Data Group,
Legal Employer) and country-specific duty roles expose new localization features. Refer
to the R10 Whats New Guide for additional information
71

New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Japan Localization
New
(A)
Korean Localization
New
(A)
Malaysian Localization
New
(A)
New Zealand Localization
New
(A)
Taiwan Localization
New
(A)
Uptake option g
Feature
i
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
A- users will need to assign the CE_CASH_MANAGER_JOB role in order to set up the localized bank information.
72

Additional localization support
In addition to the new localization support, Release 10 will also provide
additional functionality for countries China, Australia and India:
Address validation now in place for Australia and India
The following slide covers China specific functionality
73
China Localization Assessment

New feature or
enhancement
to existing
functionality
Automatically
available to
users as part
of upgrade
New Postal Code Validation
New
Include Enterprise Annuity

Employer Contribution in Monthly
Individual Income Tax Calculation
New
Enable the Global Element Result

Report for China Localization
New
Uptake option g
Feature
i
Deploy after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
(A)
(A) By default, the system does not calculate tax on enterprise annuity employer contribution during payroll run. If you
have such a requirement, some setup steps need be done.
74

Oracle Talent Management Cloud
Surlina Yin
Product Development
HCM Cloud Customer Center of Excellence
JUL 31, 2015
Copyright 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential Internal/Restricted/Highly Restricted
Table of Contents
1
Career Development
Goal Management
Network at Work
Performance Management
Profile Management
Talent Review and Succession Management
76

Career Development
77
Career Development Assessment

New Product: Feature Highlights
Development Plan
New feature managing development goals in a single development plan
View filters available to list goals by development intent, progress, private goal
View recommended roles equates to system suggestions, careers of interest to
interest list
Career Information
New UI managing career statement, work preferences, career preferences
Explore Roles
Accentuates careers of interest, displaying role comparison and colleagues in this role
78
Career Development Assessment

Uptake option g
Feature
i
New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
Development Plan
New
(A)(B)
Career Information
Enhance
(B)
Explore Roles
New
(B)
Colleagues in the Role
New
(B)
(A) The upgrade moves development goals from Goal Management into Career Development, and personal goals are migrated as
private inactive career development goals
(B) Must add the R10 new function security privilege Manage Development Goal to existing R9 custom roles
79

Goal Management
80
Goal Management Assessment

Goals Simplified User Interface (SUI) replaces the Classic UI (CUI) for enhanced user
experience
Use of goal plans is mandatory. Default goal plans are created for holding all existing
performance and organization goals outside a plan
Manage review periods link goal plan sets and goal plans within the same review
cycle
a new HR admin task available to the panel drawer component
Multiple Measurements has been enhanced to support a combination of qualitative
and quantitative types
Mass goals approval has been enhanced for workers to submit multiple approval
requests from a Goal Plan quickly, whereas managers can approve or reject pending
goals from the Worker Goals page
81

Mobile
Performance goal has been enhanced to support multiple measurements
Performance goal approvals available
Matrix manager support
View goal alignment
82

Feature
i
New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Goal SUI
New
(C)
Enhance
(D)
New
(E)
Multiple Measurements
Enhance
(F)
Mass Goals Approval
Enhance
(G)
Uptake option g
Mandatory Goal Plans

Review Periods
(C)
(D)
(E)
(F)
(G)
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
Check previously created Composer customization; refresh End User Learning materials
All loose worker goals will be incorporated into the Default Goal Plan, of which time-insensitive
Default view of Worker Goal page; Review Period is required when creating a new Goal Plan or a new Goal Plan Set
Minor impact to customers using Single Measurement due to change in UI
Applicable to New, Update, Complete, Cancel, Delete Goal request(s)
83

New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Mobile Multiple
Measurements
Enhance
(H)
Mobile Goal Approvals
Enhance
(H)
Mobile Matrix Manager
New
(H)
Mobile View Alignment
New
(H)
Uptake option g
Feature
i
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
(H) Mobile Development Goals is no longer supported
84

Network at Work
85
Network at Work Assessment

Workers can selectively hide Kudos from others, just as the commentator can apply the
Delete option
Kudos FYI notifications if enabled are available to both the worker and the manager
Spaces integration has been made obsolete; spaces previously created will remain intact
but will not be accessible from the Activities and Interests portrait card
Search for areas of interest, areas of expertise, and bookmarks in tag center has been
removed
86
Network at Work Assessment

Uptake option g
Feature
i
HCM Kudos
Kudos Notifications
New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Enhance
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
(I)
New
(J)
Spaces Integration Removed
Obsolete
(K)
Search Capability in Tag

Center Removed
Obsolete
(L)
(I)
(J)
(K)
(L)
Fusion HCM Kudos replaces Kudos, the upgrade process will migrate existing data across
Notifications are by default disabled; to enable, navigate to (N) Manage Talent Notifications > Profile Management
Use OSN (Oracle Social Network) instead
Continue to use Keywords Search for Areas of Interest and Areas of Expertise in Person Gallery
87

88
Performance Management Assessment

Performance Management Simplified User Interface (SUI) replaces the Classic UI (CUI)
for enhanced user experience

Performance document new look and feel has been enhanced to streamline the
evaluation process
Tile components control access to each performance document section
The rating history analytic is now accessed from an embedded link in the Overall
Summary section
Same filter in My Manager Evaluations has been made available to My Evaluations page
Support of suspended assignment for global temporary transfers
89

Review periods and performance goal plans integration
performance goal plans and performance documents are linked through the review period feature
goal plans must have Include in Performance Document option and document types selected
default review period is auto-populated for all existing document periods
Interim performance document support available to performance template
performance documents, interim and final, share the same review period
use of specific document type to display feedback from interim performance documents
Long-term goals will be added in a performance document (PD) if goal start date before
PD start date or its target/actual completion date is later than PD end date or not
known
Oracle Social Network has been enabled for all performance tasks
90

New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Performance SUI
New
(M)
PD Look & Feel
New
(M)
Filter in My Evaluations
New
Suspended Assignment
Support
New
Review Periods
New
(N)
Interim PD Support
New
Uptake option g
Feature
i
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
(O)
(M) Check previously created Composer customization; refresh End User Learning materials
(N) Update the default review period if and when necessary
(O) Typically deployed by customers using mid-year review
91

New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Long-term Goals
New
OSN for all Performance Tasks
New
Uptake option g
Feature
i
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
X
Consider
Hiding
Comments
(P)
(Q)
(P) May require all Open Goals to be cleansed prior to upgrade

(Q) Assumption: OSN was switched on prior to the upgrade
92

Profile Management
93
Profile Management Assessment

Talent Profile SUI is enhanced to enable employees and their managers to quickly edit
employees skills and qualifications

Profile Database Items (DBI) have been enhanced for use in fastFormula (FF)
calculations to further support the Compensation process
94
Profile Management Assessment

New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Edit Skills and Qualifications
Enhance
Profile DBI for use in Comp FF
Enhance
Uptake option g
Feature
i
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
(R)
(R) Available to Managers and Workers only
95

Talent Review and Succession Management
96
Talent Review & Succession Management Assessment

Career development goals option in Talent Pools can be enabled via Configure Offerings
Manage Notes and Tasks is accessible via Talent Review Meeting overview page
Reports and Analytics region has been added to the Talent Review Meeting; the Add
Content capability renders custom BI dashboard, internal or external url, and supports
HTML markup
Mass upload of Talent Pools can be loaded in bulk using HCM Data Loader (HDL)
97
Talent Review & Succession Management Assessment

New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Development Goals in Talent

Pools
Enhance
Manage Notes and Tasks
Enhance
Open Analyses in Talent

Review Meeting
New
Mass Upload of Talent Pools
New
Uptake option g
Feature
i
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
X
X
98

99
Transactional Business Intelligence Assessment

Line Manager access to PII/sensitive information revoked in certain folders in Person
subject area and certain attributes in Worker

Matrix manager hierarchy is now supported, subject areas include:
Goal Management
Talent Review Meeting
Unsecured assignment manager hierarchy as an alternate option caters to unique
reporting structure requirements
not applicable to Talent Review Meeting subject area
Talent Management new addition sample reports:
Performance Document Status
Performance Calibration
Talent Performance by Potential Matrix
100
Transactional Business Intelligence Assessment

New feature or
enhancement
to existing
functionality
Automatically
available to
users as part of
upgrade
Managers no access to
PII/sensitive information
New
Matrix Manager Hierarchy
New
Unsecured Assignment
Manager Hierarchy
New
Talent new sample reports
New
Uptake option g
Feature
i
Deploy
after
upgrade if
desired
Work/re-work
(configuration,
implementation ,
security) required
Consider
Hiding
Comments
101
Useful Links
102
Useful Links
For more details information on Whats New in Release 10 along with
Release Training please go to:

https://cloud.oracle.com/saasreadiness/hcm
Release 10 Upgrade Guide for Oracle Cloud Applications Security on My

Oracle Support
https://support.oracle.com/epmos/faces/DocumentDisplay?id=2016990.1&displayIn
dex=2#WP_ABSTRACT
103
104

R10 Impact Analysis PDF

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Release 10

Impact Assessment for Customers Upgrading to Release 10

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

Safe Harbor Statement

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Impact Assessment Overview

Release 10 Impact Assessments by Product

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

Impact Assessment Overview

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

Impact Assessment Overview

documented in the Whats New Guides, Release Content Document,

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

Impact Assessment Overview

continues to work after the upgrade is applied

absolutely required when you release your environments to your users

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

Feature Level Uptake Definitions

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

Release 10 Impact Assessment

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

Release 10 Upgrade Cafe

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

Exposing or Hiding New Features via Role

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

Simplified Reference Role Model: New with Release 10

Adoption of the new model provides you several business benefits:

Simplified Reference Role Model: Uptake Considerations

Simplified Reference Role Model whitepaper on My Oracle Support (Article #2016990.1)

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

Exposing or Hiding New Release 10 Features

and that feature requires a

and that feature requires a

If you want to hide a

and that feature requires a new

and setup is not necessary to

your users will be able to use the new

and setup is necessary to

your users will not be able to use the new

and setup is not necessary to

your users will not be able to use it until you

and setup is necessary to

your users will not be able to use it until you

no action is required because

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

Exposing or Hiding New Release 10 Features

Identify which new delivered Application Job/Abstract Roles requirements

Create custom equivalent versions of new Application Job/Abstract Role

Above approach simplifies uptake of subsequent upgrades:

Release 10 Impact Assessments by Product

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

HCM Common Features User Experience

dashboards accessed with old bookmarks will not redirect automatically

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

HCM Common Features User Experience

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

HCM Common Features User Experience

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

HCM Common Features User Experience

(A) Only applies if using Social features in the application

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

HCM Common Features Extensibility