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FinancialForce HCM
V16.0 SP1
Confidential
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Contents
Contents
Contents
Introduction
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Contents
Recruiting
24
Fixes
26
V16.0 SP1
V16.0
26
27
35
36
Confidential
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Introduction
Introduction
Welcome to FinancialForce Human Capital Management.
This document highlights the new features introduced in the V16.0 release of FinancialForce
Human Capital Management (HCM).
Package Installation
Contact the FinancialForce Onboarding team at ffonboarding@financialforce.com to schedule
the installation of this release.
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Specify the time zone for each schedule and its associated workers
Define the first day of the week for shift patterns to support business processes
Clone schedules
We have added a new permission set, HCM - Scheduler, to provide access to view and manage
schedules. See the Online Help for full details of the scheduling objects included in this release.
You can use the Manage Schedule page to help you organize groups of workers into schedules
and assign shift patterns to them.
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You can easily create shifts using drag-and-drop functionality on the Manage Shift Pattern page.
When a schedule is applied, shift workers can view their own shifts and absences from the My
Schedule page.
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Schedulers can view worker availability from the Schedule Overview and create one-off shifts, as
required.
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There are two new fields on the Absence Request object to provide extra information when
requesting time off for shift workers.
Field
Description
Shift
Details
Shift information for the selected day, such as name, start time and end time.
Shift
Half
For half day absences. Determines which half of the shift is the requested
absence, either "First Half" or "Second Half".
Description
Allow Shift
Workers to
Request Off
Indicates that you want shift workers to be able to request time off for
this date. For half day holidays, HCM displays the date as a normal
working day.
If deselected, shift workers cannot select this date when creating an
absence request.
Customizing Scheduling
You can customize some of the scheduling features using Core HRSettings and Scheduling
Settings.
Core HR Settings
Field
Description
Show My Schedule Link Indicates that you want to display the link to the My Schedule
page on the About Me page (ESS).
on ESS
Show Schedule
Overview Link on MSS
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Scheduling Settings
Field
Description
Notify Scheduler of
Apex Job Status
Notify Workers of
Updates
Show Non-Shift
Absences on My
Schedule
Indicates that you want to display absence requests that are not
associated with a shift on the My Schedule page.
Show Non-Shift
Absences on Overview
Indicates that you want to display absence requests that are not
associated with a shift on the Schedule Overview.
See "About Scheduling and Shift Management" in the Online Help for more information.
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Payroll Connect
Payroll Change Reports
You can now use payroll change reports to review the information exported from HCM for a
particular pay calendar. Each change report describes changes made in the selected pay
calendar and enables you to compare the new values with previous values.
You can view change information for:
n
Benefits deductions
Demographics
Payable time
HCM generates change report information each time you create a payroll export. Change reports
are displayed in a related list on the pay calendar record, grouped by type.
You can compare current and previous values for the selected type by clicking the payroll change
report ID.
We have added two new custom settings to help you manage the batch process that generates
payroll change reports:
n
See "About Payroll Change Reports" in the Online Help for more information.
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Pay Calendar
We have added a new Payroll Status field to the Pay Calendar object to enable you to record and
track the progress of payroll exports for a particular pay calendar.
When you have completed a payroll export, you can select a status of "Complete" on the pay
calendar to remove it from the list of pay calendars on the Payroll Export page.
By default, the Payroll Status field is not visible on the pay calendar.
Performance
Sharing
If your organization is configured to share performance reviews with managers, HCM now shares
the performance review with the worker specified in the review and all managers in the reporting
line above them. This includes any records that are linked to a performance review or are created
as part of a performance review.
To ensure that all existing records associated with a performance review are shared correctly,
select Share Performance with Manager in Core HRSettings and run the Recalculate Worker
Sharing Groups and Rules job from the HCMSystem Maintenance page.
In addition to this, the Share Objectives with Manager field in Core HR Settings has been
deprecated.
Employee Acknowledgment
You can now configure performance reviews to include an employee acknowledgment stage
using the new Enable Employee Sign-Off checkbox on the Performance Type object. When
selected, this enables the employee to add final comments to their performance review and
acknowledge that the review has taken place. When the employee signs off the review, HCM
updates the review status to "Employee Sign-Off Complete".
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The buttons in the Performance Detail section at the top of the page are now also displayed in the
Performance Summary section so you can quickly complete the performance review.
We have added larger text boxes to make it easier to view and edit comments in each section of
the performance review. Also, each section of the review is now collapsible to help you navigate
to the relevant section.
Employee Rating
Feedback Rating
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You can specify who can see the rating scores on the performance review using the following
new fields on the Performance Type object.
Field
Description
Show Employee
Rating
Show Employee
Rating to
Employee
Show Feedback
Rating
Show Feedback
Rating to
Employee
Description
Show
Manager
Rating
Show
Overall
Rating
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Translation
You can use the Translation Workbench from Salesforce.com to relabel text displayed on the
performance review pages. See the Salesforce Help for more information.
Form W-4
We have updated the Form W-4 to use the 2016 details specified by the Internal Revenue Service
(IRS). US employers use the Form W-4 to determine the correct amount of federal income tax to
withhold from a worker's pay.
Benefits Transmissions
We have made a number of changes to improve the benefits transmissions process.
Description
Benefit
Termination Date
Benefit
Termination
Reason Code
Effective Date
Date that this record becomes or became effective. If blank, the default
value matches the effective date on the related coverage election.
Election Date
Date the coverage election was made. If blank, the default value
matches the election date on the related coverage election.
All fields are available to add to the Dependent Beneficiary Enrollment field set.
Note:
If you are currently using HCM Carrier Connect, ensure that these fields contain the correct
information from the related coverage election records before you next transmit data to eBN.
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Name
Description
Used on
Page
Default Fields
New
Dependent, Beneficiary, Gender, Date
Dependent of Birth, Marital Status, Marital Status as
Beneficiary of Date, Tobacco User, Tobacco as of
Date, Student, Student as of Date,
Disabled, Address Different to Worker,
Dependent National ID
New
Name Effective Date, Country, Prefix,
Dependent First Name, Middle, Last Name, Suffix,
Beneficiary Local Name
New
Effective Date, Worker,Relationship to
Dependent Worker
Beneficiary
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Description
Benefit Detail
Export
Additional
Fields
N/A
In addition to this, we have renamed the Benefit Detail Export Additional Fields 1 field set on the
Coverage Election object to Benefit Detail Export Additional Fields.
Absence
Absence Fields
Absence Request and Absence Entitlement Fields
The following objects now contain two additional fields:
n
Absence Request
Absence Entitlement
Field
Description
Requested
Balance (Including
Pending &Requested)
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When recording an absence request, HCM checks the available balance against the Balance
(Including Pending &Requested) field when one or more of the following options have been
specified on the absence type:
n
Description
Ignore
Accrual
Date
Indicates that you want HCM to ignore this record when updating the Last
Accrual Date on the related absence entitlement record.
Absence Settings
You can now display additional information on the Request Time Off pages using two new fields
in Absence Settings.
Field
Description
Show Balance
(Pending
Requested)
Column
Indicates that you want to display the Balance (Including Pending &
Requested) information in the Absence Balance sections of the Request
Time Off pages.
This is the balance for the absence type, including all absence requests that
are approved or pending approval.
Show
Requested
Indicates that you want to display the Requested information in the Absence
Balance sections of the Request Time Off pages. This is the number of
absence requests for the absence type that are pending approval.
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Description
Used
on
Page
Default Fields
Request Time
Off Absence
Balance
Columns
Used to display additional columns Request None. You can add additional
in the Absence Balance table on the Time
fields that exist on the Absence
Request Time Off - Admin page.
Off Request object.
Admin
Request Time
Off Absence
Requests
Columns
Request Time
Off Fields
Request
Time
Off Admin
Address Fields
It is now easier to enter address details for new hires. The address fields displayed in the Contact
Details section of the Worker Information tab change dynamically when you select a country code.
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HCM displays fields relevant to the address format specified for the selected country code.
If you select a country code that does not have an address format set up, HCM displays all
address fields. You can set up address formats from the Country Code tab.
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Name
Description
Default Fields
Mandatory
Fields
Worker
New Hire
Wizard
Worker ID
Used to display
additional fields
in the Worker ID
section of the
New Hire
Wizard.
Effective
Date
New Hire
Wizard
Personal
Details
Used to display
Prefix, Middle, Former Name,
additional fields
Nickname, Personal Email,
in the Personal
Work Email
Details section of
the New Hire
Wizard.
New Hire
Wizard Other
Details
Used to display
Gender, Country, Ethnicity,
additional fields
Birth Country, Date of Birth,
in the Other
Marital Status
Details section of
the New Hire
Wizard.
New Hire
Wizard
Additional
Worker
Details
Used to display
additional fields
in the Additional
Worker Details
section of the
New Hire
Wizard.
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First Name,
Last Name
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Work
Assignment
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Name
Description
Default Fields
Mandatory
Fields
New Hire
Wizard
Country
Specific
Details
Used to display
additional fields
in the Country
Specific Details
section of the
New Hire
Wizard.
New Hire
Wizard
Assignment
Used to display
additional fields
in the
Assignment
section of the
New Hire
Wizard.
New Hire
Wizard
Position
Details
Used to display
additional fields
in the Position
Details section of
the New Hire
Wizard.
New Hire
Wizard
Further
Details
Used to display
additional fields
in the Further
Details section of
the New Hire
Wizard.
Worker
Event,
Effective
Date
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Name
Description
Default Fields
National ID
New Hire
Wizard
National ID
Used to display
Country Code, National ID
additional fields
Type
in the National ID
section of the
New Hire
Wizard.
Mandatory
Fields
National ID
Compensation Event,
Compensation Plan,
Compensation Grade, Pay
Group, Compensation Rate,
Compensation Frequency,
Cost Center, Payroll Status,
Union Code
Address
New Hire
Wizard
Address
Used to display
additional fields
in the Address
section of the
New Hire
Wizard.
Note:
We recommend that you
always display Address Line
1.
Phone
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New Hire
Wizard Phone
Used to display
additional fields
in the Phone
section of the
New Hire
Wizard.
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Recruiting
Careers Site
We have renamed the following field sets. The API names have not been changed.
Object
Name
Job
Careers Site
Requisition Job Listing
Columns
APIName
Description
SiteUserFieldSet
Careers Site
Job Details
Careers Site
Personal
Information
SiteUserFieldSet
Careers Site
Self
Identification
SiteUserFieldSet_Self_
Identification
Careers Site
Education
History
SiteUserFieldSet
SiteUserFieldSet
Candidate
Candidate
Education
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Name
Candidate Careers
Site
Personal
Information
Description
Additional
Available Fields
Country, Extension,
Other Detail, Prefix,
Region, Website
See the field set for the full list of available fields.
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Fixes
Fixes
Here are the fixes included in each release.
V16.0 SP1
Fixes in V16.0 SP1
Reference Case
Issue
Resolution
HCM-488,
31546
84425
HCM-607,
31366
HCM-669,
31567
84512
HCM-677,
31619
84510
When recording feedback on a This has been fixed. Only values from
performance review, values
the related performance rating scales are
from all performance rating
displayed.
scale records were displayed in
the picklist.
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Fixes
V16.0
Fixes in V16.0
Reference Case
Issue
Resolution
20137
47382, HRAdministrators
69028 were unable to edit
an approved
timesheet when
Lock Approved
Timesheet had been
selected on the
related timesheet
setup record.
20730
41421,
42419,
43500,
69018
22052
26353, In some
This has been fixed.
44326, circumstances,
76841 performance
reviews were not
shared with all
required users until
manually running the
Recalculate Worker
Sharing Groups and
Rules batch job.
Confidential
In some
This has been fixed.
circumstances,
users were unable to
see the Feedback
button on the My
Performance tab.
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Fixes
Issue
Resolution
22736
48467, In some
54390 circumstances,
users were able to
request absences
that exceeded their
available balance.
22910
49998
In some
circumstances,
absence request
information was not
correctly displayed
on the Timesheet
page.
23165
50100
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Fixes
Issue
Resolution
23210
43724
In some
circumstances,
when applying
rounding to a benefit
plan option, the
calculated coverage
was not being
calculated correctly.
23315
23324
49110
23393
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Fixes
Issue
Resolution
23549
23602
23689
48381
When editing a
benefit plan, it was
not possible to edit
the Rate or Percent
field.
23696
24124
54721, In certain
67686 circumstances, the
Request Time Off Admin page was not
displaying the
correct dates for
absence requests.
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Fixes
Issue
Resolution
24278
It was possible to
assign a
performance review
to terminated
workers.
56917,
63609,
63803,
74608
24372
24818
54258,
58340,
64040,
76837
When an address
This has been fixed. You can now always update
contained an entry in the address using the State/Province lookup or
the State Province
picklist field.
text field, it was not
possible to update
the address using
the State/Province
lookup or picklist
field.
25027
62942
HRadministrators
were unable to view
employee and
manager comments
in performance
reviews.
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Fixes
Issue
Resolution
26041
62654
When creating a
compensation
review for a direct
report, an error was
displayed if another
direct report had no
compensation rate
set.
26305
26480
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Fixes
Issue
Resolution
26994
66773
27889
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58891
When viewing
performance
reviews as an
administrator, next
period goals were
not being displayed.
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Fixes
Issue
Resolution
28654
70704
28845
74464
29429
57338
When viewing
This has been fixed. See "Performance" starting
performance
on page 12 for more information.
reviews as a
manager, core
values and
questions created by
the worker were not
being displayed.
29849
75899
In some
circumstances, the
worker's hire date
was not being
included in the
transmission to
eBenefits Network.
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