Tuesday Feb 03, 2015

Oracle Mexico Payroll 2014 Year End Phase 1 Patches Available Now!


The Oracle Mexico Payroll End of Year 2014 Phase 1 patches have been released and are now available on My Oracle Support!

PATCH NUMBERS

FUNCTIONAL README DOCS

12.0 - Patch 20259629:R12.PAY.A Note 1964225.1 - Release R12.0.x Year End 2014 Phase I Readme
12.1 - Patch 20259629:R12.PAY.B Note 1964226.1 - Release R12.1.x Year End 2014 Phase I Readme
12.2 - Patch 20259629:R12.PAY.C Note 1964227.1 - Release R12.2.x Year End 2014 Phase I Readme

These patches include 2015 Year Begin patch (20280156:R12.PAY.x) so you do not need to apply it if you have not already done so.

These patches are different from all other statutory updates (there are additional post installation steps), so please be sure to carefully read the entire patch readme before beginning to install these patches to ensure successful processing. Please see the patch readme’s on My Oracle Support for full patch install instructions.


The End of Year 2014 Phase 1 patch includes the following enhancements and updates:

  • New minimum wage rates effective on January 1st, 2015
  • Direct Deposit Banamex Layout changed from version B to version D
  • Ability to add custom XML code for CFDI Payslip
  • CFDI Payslip is generated for employees with Zero Gross and Net Pay

Important Year End Patch Information:
  • The Oracle Mexico (MX) Payroll Year End patches are released separately from the US and Canada Year End patches.
  • The US and Canada Year End patches do not contain the Mexico Year End updates.
  • Global customers need to apply both the Mexico Year End patches and the US and Canada Year End patches.

The mandatory prerequisite patches for End of Year 2014/Year Begin 2015 by release are as follows:

  • R12.0: HRMS Release Update Pack 11 for 12.0 (Patch R12.HR_PF.A.DELTA.11 16077077)
  • R12.1: 12.1 HRMS Product Family Release Update Pack 7 (Patch 18004477)
  • R12.2: 12.2 HRMS Product Family Release Update Pack 4 (Patch 17050005)


For complete details on the Oracle Mexico Payroll Year End Patching Schedule, see Note 975677.1
For the complete R12.0.X Payroll Mandatory Patch List, see Note 941742.1
For the complete R12.1.X Payroll Mandatory Patch List, see Note 941743.1
For the complete R12.2.X Payroll Mandatory Patch List, see Note 1677134.1

Please note that Mexico statutory legislative support for Release 12.0 customers ended January 31st 2015. For further details, please refer to My Oracle Support FAQ Note 1943209.1

For any functional or technical issues relating to these patches, please log a new Service Request with Oracle Mexico Payroll Support.

Thursday Sep 25, 2014

North American Payroll Year End is Approaching!

As we roll through September, no doubt EBS Payroll folks are starting to think about year end processing for the United States, Canada, and Mexico.  Patching, reconciling, employee tax forms, government filings, oh my!  Whether this is your first EBS Payroll Year End, or you are thoroughly seasoned, you could most likely benefit from a few Year End reminders.

We'd like to make you aware of our Year End Advisor Webcast recordings, which you can download and review at your convenience. These year end webcasts include topics such as patching, balancing, running the Year End PreProcess, printing the employee tax forms, and producing the magnetic media for government filing.  Keep in mind, we'll have new patch numbers for 2014 year end, but the functionality described in the webcasts basically remains the same. 

You can access recorded webcasts on My Oracle Support, via the note: Advisor Webcasts: Current Schedule and Archived Recordings (Doc ID 740966.1).   Please note, you can find ANY archived webcast via these basic steps, so take a look around while you're there.  You never know, you might find other recordings that would be beneficial to you!

  1. Choose product area  > E-Business Suite, then select a product to get started > for example, click on E-Business Suite HCM
  2. Then choose the tab for Archived webcasts applicable year, for example: Archived 2013
  3. Place your cursor over the webcast title to see the details of the conference. Click on 'Recording' to access the recorded webcast. Click on 'pdf' to download the pdf for review.

For 2013, there are 3 year end Advisor Webcast presentations which are available for recording and pdf download:

  • EBS North American Payroll Year End Payroll Flow > November 20, 2013
  • EBS Oracle Payroll North American Year-End Updates > October 9, 2013
  • EBS Oracle Payroll North American Year End 2012 > January 9, 2013


For 2012,  there are 6 year end Advisor Webcast presentations available for recording and pdf download:

  • EBS Oracle Payroll North American Year-End 2012 Overview Session #4 > December 12, 2012
  • EBS Oracle Payroll North American Year-End 2012 Overview Session #3 > November 14, 2012
  • EBS Oracle Payroll North American Year End – 2012 Overview Session #2 > October 24, 2012
  • Pennsylvania Act 32 Advisor Webcast > October 18, 2012
  • EBS Oracle Payroll North American Year – End 2012 Overview Session #1 > September 26, 2012
  • EBS Oracle Payroll North American Year-End Overview Session #5 > January 4, 2012

Here's to a successful Payroll year end!!

Tuesday Mar 25, 2014

End of Tax Year Resources for Oracle UK Payroll Customers

For our Oracle UK Payroll customers, the end of the tax year (5 April) is right around the corner!

Here are a few points of reference that we hope you'll find useful.    

Patching

  • UK legislative Changes for end of tax year 2013/14, the start of tax year 2014/15 and the Real Time Information changes effective from April 2014 (Doc ID 1610646.1).
    This document contains the patch information and functional Readme for end of year, start of year, and RTI changes.

  • Oracle 11i Human Resources (HRMS) Mandatory Patches for UK Payroll (Doc ID 472794.1).
  • UK payroll mandatory patches in Oracle EBS R12 (Doc ID 551753.1).
  • UK Payroll Mandatory Patches in Oracle EBS R12.1 (Doc ID 862407.1).

    Refer to these documents for information on the UK mandatory patching requirements.

Other Information

  • EBS HCM : UK TYE SEMINAR 2014 (Doc ID 1620341.1).
    This document provides Transfer of Information presented during customer seminars in February 2014, and contains information relating to processing of End of Year and Start of Year for 2013/14 for UK payroll customers.
  • EBS UK Payroll : Real Time Information (RTI) White Paper and Patch Information (Doc ID 1324671.1).
    This document provides a central location for information related to Real Time Information (RTI). This resource page includes reference to external resources regarding HMRC requirements as well as Oracle resources to aid you in using our products and tools to accomplish the required legislative processing.  This Document is dynamic and it is expected that it is continually updated, as such please monitor this note appropriately.

If you encounter any issues with end of year processing, please raise a Service Request via My Oracle Support with Oracle Payroll Support.

Tuesday Feb 11, 2014

Attention Oracle Mexico Payroll Customers: 2013 Year End Phase 1 Patches have been Released!



The Oracle Mexico Payroll 2013 Year End Phase 1 patches have been released and are now available on My Oracle Support.


R12.0 Patch 17941884:R12.PAY.A
R12.1 Patch 17941884:R12.PAY.B


Please note:
- These patches include both the 2014 Year Begin (Patch 17924551:R12.PAY.x) and 2014 ISR Tax Rates (Patch 18050606:R12.PAY.x) patches. Therefore, it is not necessary to also apply these separately if you have not already done so.
- These patches are different from all other statutory updates (there are additional post installation steps), so please be sure to carefully read the entire patch readme before beginning to install these patches to ensure successful processing.

Here are a few highlights of this patch release:

- CFDI Payroll Payslip XML Interface: The 2014 ISR tax legislation mandates that employers generate employee payroll payslips in XML format in order to get the CFDI (Certificado Fiscal Digital por Internet - Internet Digital Fiscal Certificate) from the government agency SAT. These patches deliver the components to allow customers to generate XML payslips.
Important Notes regarding the CFDI Payroll Payslip XML Interface:
- There are mandatory setup steps after applying this patch. Please read the entire Functional readme for details.
- The CFDI Payroll Payslip XML Interface delivered in this patch includes only mandatory fields. Those fields are described in the XML layouts posted by the government.
- The optional XML fields and several enhancements to this functionality will be delivered in the 2013 Year End Phase 2 patch.
- To comply with the statutory requirements, this functionality generates one XML file per payslip. However, it also generates a single XML file with all the employee payslips.
- State tax updates: The state tax rate has been increased to 3.0% for Distrito Federal, Mexico and Puebla states, effective January 1st, 2014.

Please see the patch readmes on My Oracle Support for functional details and full patch install instructions.
Doc ID 1597562.1 - 2013 MX Payroll Year End Phase 1 Rel 12.0
Doc ID 1597597.1 - 2013 MX Payroll Year End Phase 1 Rel 12.1

For complete details on the Oracle Mexico Payroll Year End Patching Schedule, see My Oracle Support Doc ID 975677.1: Mexico HRMS 2013 Year End Patch Release Schedule.

Wednesday Nov 13, 2013

HCM: North American Payroll Year End Checklist

Attention North American Payroll Customers! 

For those of you who are running your first Year End on Oracle Payroll or customers who have migrated from 11i to R12, we’d like to recommend some additional steps and references prior to producing the US Employee W2 PDFs and Canadian T4s. We recommend these steps to be performed early in the year end cycle.  Keep in mind, this is a sample checklist of year end activities, not all-inclusive by any means, but intended as a starting place. Since every business is different, you may have some things to add to this list to specifically tailor it to your business needs. 

  • Apply Year End Prerequisites – Base Line for Year End as referenced in the mandatory patch lists.
    R11i
    Oracle 11i Human Resources (HRMS) US and Canadian Payroll Mandatory Patch List (Doc ID 111499.1)
    R12.0
    Oracle EBS US and Canadian Payroll - 12.0.x Mandatory Patches (Doc ID 386434.1)
    R12.1
    Oracle EBS US and Canadian Payroll - 12.1.x Mandatory Patches (Doc ID 858794.1)
  • Submit the concurrent program Run Balance Architecture Diagnostic Report to see if there are any invalid run balances or balances with incorrect dates. Correct any invalid balances.  For more information on Run Balances, check out this note on My Oracle Support:  Useful Information About Payroll Run Balance (A Reference Consolidation) (Doc ID 344914.1)
  • Prepare your internal Year End Calendar and review last year’s issues
  • Ensure that you have the correct Employer Data and transmitter setup in the System  (GRE / PRE)
  • Verify that all employees’ data is complete:  addresses, valid national identifiers, social security number. 
  • Reconcile your payroll runs and statutory deductions. There are several seeded reports for use in reviewing employee data & reconciliations.  More information can be found in the year end guides: 
  • Verify that there are no negative amounts for employees.  See the year end guides listed above for assistance.  
  • Check all Taxable benefits
  • Third party interfaces – Make sure you have all information that you need to feed into the application for year end data.
  • Perform any necessary balance adjustments.  For additional information on balance adjustments, check out these whitepapers:
    • Oracle Human Resources (HRMS) Balance Adjustment Procedures for US Legislation (Doc ID 227477.1)
    • How Do You Set Up a Balance Adjustment for the new Pennsylvania PSD Codes? (Doc ID 1382154.1)
  •  Perform a test Year End run to confirm that all data is reporting to correct forms and boxes:
    • Submit the Year end pre processor for each GRE / PRE. 
    • Submit and review the tax forms and / or registers (ie. W2, T4, T4A, RL-1, RL-2)
    • Schedule test print of Year End tax forms

We hope you'll find this sample checklist useful and take the time to customize it for your business, in order to help prepare yourself for a successful Payroll year end.

Be sure to visit Doc ID 1577601.1 'North American Year End 2013 / 2014 Year Begin Patch Information and Useful Links' from time to time for updated year end references.

Mark your calendar for the upcoming EBS North American Payroll Year End Overview advisor webcast on Wednesday November 20, 2013:  EBS North American Payroll Year End Process Flow.  Details can be found in Doc ID 1592483.1. (For Current Schedule and Archived Recordings see Doc ID 740966.1).

Here’s to smooth sailing through the 2013 North American payroll year end!

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