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.

Tuesday Dec 16, 2014

Attention North American Payroll customers: The US and Canadian End of Year 2014 Phase 2 and Year Begin 2015 patches have been released!

These North American Payroll patches are available now for download on My Oracle Support!

YEAR BEGIN 2015 Patches For US and Canadian Payroll Customers: YEAR BEGIN 2015 Patches For Canadian HR Only Customers:
11i - 20212121
12.0 - 20212122:R12.PAY.A
12.1 - 20212122:R12.PAY.B
12.2 - 20212122:R12.PAY.C
11i - 20212119
12.0 - 20212120:R12.PAY.A
12.1 - 20212120:R12.PAY.B
12.2 - 20212120:R12.PAY.C

YEAR BEGIN 2015 Readme Documents:
Document 1953896.1 - Release 11i - 2015 US Payroll Year Begin Readme
Document 1953795.1 - Release 11i - 2015 Canadian Payroll Year Begin Readme
Document 1954116.1 - 2015 Canadian Year Begin for HR Only Customers Readme Release 11i
Document 1954117.1 - 2015 Canadian Year Begin for HR Only Customers Readme Release 12.0
Document 1954130.1 - 2015 Canadian Year Begin for HR Only Customers Readme Release 12.1
Document 1954131.1 - 2015 Canadian Year Begin for HR Only Customers Readme Release 12.2

END OF YEAR 2014 Phase 2 Patches for US and Canadian customers:
11i - 20212222
12.0 - 20212223:R12.PAY.A
12.1 - 20212223:R12.PAY.B
12.2 - 20212223:R12.PAY.C

END OF YEAR 2014 Phase 2 Readme Documents:
Document 1953892.1 - Release 11i - 2014 US Payroll Year End Phase 2 Readme
Document 1953893.1 - Release 12.0 - 2014 US Payroll Year End Phase 2 Readme
Document 1953894.1 - Release 12.1.x - 2014 US Payroll Year End Phase 2 Readme
Document 1953895.1 - Release 12.2.x - 2014 US Payroll Year End Phase 2 Readme


IMPORTANT NOTES:

  • The functional readmes listed above do not contain detailed patch installation instructions. Please refer to the applicable patch readme available in the patch download area on My Oracle Support for the patch installation instructions.
  • Please be sure to carefully read ALL the readme's before beginning to install these patches to ensure successful processing!
  • The End of Year 2014 Phase 2 includes the End of Year 2014 Phase 1, US Q4 2014 as well as the Year Begin 2015 statutory updates. Please also note that BOTH the End of Year 2014 Phase 2 patch and the Year Begin 2015 patch require the post install steps of running the data installer and hrglobal.drv. If installing the End of Year 2014 Phase 2 patch, it is NOT necessary to apply the Year Begin 2015 patch separately.
  • NOTE FOR 11i CUSTOMERS:  Due to the Sustaining Support Exception for Release 11i ending on December 31, 2014, the Year Begin 2015 updates are NOT included in the End of Year 2014 Phase 2 patch for Release 11i customers. To obtain the Year Begin patch for 2015, Release 11i US and Canadian Payroll customers will need to consult the following documents on My Oracle Support. There is an FAQ available for all E-Business Suite customers which contains critical information as to when regulatory/statutory support ends on Release 11i (as well as 12.0 and 12.1) plus other details that can help US and Canadian Payroll customers with planning upgrade activities. Please refer to:
    • Document 1495337.1 - ANNOUNCEMENTS: E-Business Suite 12.1 Premier Support Now Through Dec. 2016 and 11.5.10 Sustaining Support Exception Updates
    • Document 1494891.1 - E-Business Suite Releases - Support Policy FAQ
    • Document 1596629.1 - ANNOUNCEMENT: Additional Coverage Options for 11.5.10 E-Business Suite Sustaining Support
  • Reminder: The End of Year 2014 Phase 1 and Year Begin Statutory Updates for Oracle Mexico Payroll customers will be released separately.


Other Important Information for Year End 2014

  •     11i FP K RUP9 (Patch 17774746) is the mandatory prerequisite for End of Year 2014 for R11i customers.
  •     R12.1 HRMS RUP7 (Patch 18004477) is the mandatory prerequisite for End of Year 2014 for R12.1 customers.
  •     R12.2 HRMS RUP4 (Patch 17050005) is the mandatory prerequisite for End of Year 2014 for R12.2 customers.

Note: As there is no 2014 Annual RUP Release for Release 12.0 customers, R12.0 HRMS RUP11 (Patch 16077077) is the mandatory prerequisite for End of Year 2014 for R12.0 customers.


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

Monday Oct 13, 2014

It's here! North American Payroll 2014 Year End Phase 1 Has Been Released!

North American Payroll Year End has begun, with the release of the 2014 Phase 1 patches, which are available now for download from My Oracle Support:

11i   -  19701970
12.0 - 19701971:R12.PAY.A
12.1 - 19701971:R12.PAY.B
12.2 - 19701971:R12.PAY.C

Here are a few highlights of this patch release:

US

  • Seeded templates provided for the 2014 Employee W-2 & Employer W-2 to be filed with the state PDF reports
  • Employee W-2 Instructions updated for 2014
  • Seeded template provided for the 2014 1099-R PDF report
  • County level data added to the Local Year End Interface Extract
  • Local W-2 (Box 18 and 19) Data added to the Year End Archive Reconciliation Report


Canada

  • Mid-year GRE change now reports correct employer EI
  • Change in calculation of QPP for employee transfers


Please see the following readmes on My Oracle Support for full details** including information on Datainstall & hrglobal requirements, Vertex Quantum Program Update 4.0 mandatory upgrade, and Annual 2014 Geocode Update:
Document 1927912.1 - Release 11i - 2014 US Payroll Year End Phase 1 Readme
Document 1927913.1 - Release 12.0 - 2014 US Payroll Year End Phase 1 Readme
Document 1927915.1 - Release 12.1.x - 2014 US Payroll Year End Phase 1 Readme
Document 1927916.1 - Release 12.2.x - 2014 US Payroll Year End Phase 1 Readme
Document 1928277.1 - Release 11i - 2014 Canadian Payroll Year End Phase 1 Readme
Document 1928280.1 - Release 12.0 - 2014 Canadian Payroll Year End Phase 1 Readme
Document 1928286.1 - Release 12.1.x - 2014 Canadian Payroll Year End Phase 1 Readme
Document 1928288.1 - Release 12.2.x - 2014 Canadian Payroll Year End Phase 1 Readme

**Note: The functional readme's listed above do not contain detailed patch installation instructions. Please refer to the patch readme's available in the patch download area on My Oracle Support for the patch installation instructions.


Other Important Information for Year End 2014

  • 11i FP K RUP9 (Patch 17774746) is the mandatory prerequisite for End of Year 2014 for R11i customers.
  • R12.1 HRMS RUP7 (Patch 18004477) is the mandatory prerequisite for End of Year 2014 for R12.1 customers.
  • R12.2 HRMS RUP4 (Patch 17050005) is the mandatory prerequisite for End of Year 2014 for R12.2 customers.
Note: As there is no 2014 Annual RUP Release for Release 12.0 customers, R12.0 HRMS RUP11 (Patch 16077077) is the mandatory prerequisite for End of Year 2014 for R12.0 customers.


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

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!

Wednesday Aug 28, 2013

HCM: North America Year End is Just Around the Corner!

Are you ready for Year End? As we all know, Year End is a very busy time of patching, processing, sending out employee tax reports, and governmental filings. Oracle Support and Oracle Development want to help ensure a successful year end for your business.


Timing - The legislative deadlines are still a few months away, but here is a quick reminder of the timing:

 United States

Year End forms are due to all employees by January 31, 2014, followed by Federal and State Filings

 Canada Employee Year End forms and the government Year End Magnetic filings are due at the end of February
 Mexico Various employee reports and government filings are due between January 31st and May 31

Patching Information  - Refer to the following notes for important patching information that you’ll need for Year End.  As a reminder, the current Roll up Patch (RUP) is a mandatory requirement for Year End processing in the Oracle Payroll localizations delivered by Product Development legislations and US Federal HR products.  So you want to be prepared by having the latest RUP patch already tested & applied.

 United States & Canada Doc ID 111499.1 - Oracle North American Payroll - 11.5.x Mandatory Patches
Doc ID 386434.1 - Oracle North American Payroll - 12.0.x Mandatory Patches
Doc ID 858794.1 - Oracle North American Payroll - 12.1.x Mandatory Patches
 Mexico Doc ID 941742.1 - Oracle Mexican Payroll - 12.0.x Mandatory Patches
Doc ID 941673.1 - Oracle Mexican Payroll - 11i.x Mandatory Patches
Doc ID 941743.1 - Oracle Mexican Payroll - 12.1.x Mandatory Patches

Note for R11i users: Please be aware of year end support for each legislation.  As announced in the NA Payroll World:  R11i US and Canadian Payroll customers who are on 11.5.10.2CU (and who purchased Extended Support) will be supported through Year End 2014. R11i Mexico Payroll customers are only supported through Year End 2012.

Patching Schedule - Stay tuned for the release of the Year End patches.  Here are the targeted release dates:

US & Canada:

Year End Phase 1 – End of September
Year End Phase 2 – December 15th
Year End Phase 3 – January 15th 

Reference Doc ID 216109.1 Oracle Human Resources (HRMS) Payroll North America Annual Patching Schedule

Mexico (no specific target dates, but here’s the typical schedule we’ve seen over the last few years):

Year End Phase 1 – Mid December
Year Begin – End of December
Year End Phase 2 – End of January

Reference Doc ID 975677.1 Mexico HRMS 2012 Year End Patch Release Schedule

Also refer to the following note from time to time, as it will be updated as new information becomes available:  Doc ID 1577601.1 North American Year End 2013 / 2014 Year Begin Patch Information and Useful Links.

Advisor Webcasts - Again this year, the North America Payroll Team will be hosting the Year End Advisor Webcasts to deliver information to assist you for year end processing.  Once the schedule & topics are finalized, the webcasts will be announced.  In addition, you can view past webcasts that have been archived.   For the current schedule and links to the archives, refer to the following note: 

Doc ID 740966.1 Advisor Webcasts: Current Schedule and Archived Recordings.  

Be sure to check the note frequently for details of upcoming webcasts...don’t miss out!

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