HCM - Ready for Redwood
Payroll Self-Service Customer Stories
Amitesh Kumar
Sr. Principle Product Advisor Oracle Cloud HCM Development
HCM Center of Excellence
Floyd Teter
Sr. Director Oracle Cloud HCM Development
HCM Center of Excellence
20th September, 2024
Safe harbor statement
The following 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,
timing, and pricing of any features or functionality described for
Oracle’s products may change and remains at the sole discretion
of Oracle Corporation.
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Today’s Panelists
Angela Cross Carolyn Brown
Director, HRIS Director, HR Technology, User
UPMC Experience, Security and Roadmap
Macy’s
"There are many paths to the top of the mountain, but the
view is always the same."
- Chinese Proverb
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4
Suggested Redwood UI Adoption Strategy
A Suggested Step-by-Step Tactical Guide Featuring Key Activities, with Subsequent Slides Offering Oracle Resources
for Execution Support
Step 1 Step 2 Step 3 Step 4 Step 5 Step 6
Environment Identify Pages to Impact and Discuss pages Finalize Build, Test, and
readiness be converted to feature parity reimagined in development Deploy
analysis and Redwood UI assessment Redwood with plan, write test
configuration using the Oracle business (Can be scripts, kick off
Personalization skipped if Not build
tool Applicable)
“The duration for each step will be determined based on the
scope of work, resource availability, and complexity”
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Environment Assessment and Configuration
Review the following links and MOS document to ensure the test environment is ready for Redwood
Helpful Links
Prerequisites
• Oracle Search must be enabled for Redwood for HCM Document Title Link or MOS Doc ID
HCM Redwood Pages with My Oracle Support Doc ID
• Customers using custom roles must stay current with the new Profile Options 2922407.1
security privileges https://docs.oracle.com/en/cloud
Oracle Security Reference for /saas/human-
• Download the Personalization Helper Tool resources/24A/oawpm/index.htm
HCM Guide l#COPYRIGHT_0000
Learning Path for Visual Builder https://blogs.oracle.com/fusionhc
Express and Business Rules mcoe/post/cloud-hcm-and-vb-
(Great resource with solved studio
real-world use cases)
https://community.oracle.com/cu
stomerconnect/events/605200-
Customer Connection for hcm-ready-for-redwood-deep-
dive-into-implementing-oracle-
Expected Outcome: enabling Search search
• The test environment is identified, and prerequisite steps are run in
https://securesites.oracle.com/Or
the environment
acleCoE/ready-for-
Download Personalization
redwood/redwood-helper-
• Visual Builder studio is provisioned and ready for use Helper Tool tool.html
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Personal Payment Method
Navigation: My Client Groups>Payroll>Personal Payment Methods
Profile Code to Enable:
• ORA_PAY_MY_PAYMENT_METHODS_REDWOOD_ENABLED
• ORA_HCM_VBCS_PWA_ENABLED
What’s New:
• Overview of payment methods displayed using a card layout.
• Summary of each card: payment method name, amount, and bank details.
• Create a payment method and associated bank account in one transaction.
• View and manage bank accounts, including deactivating unused ones.
• Reorder payment methods for processing on the same date.
• Enforce double entry of bank account information to verify accuracy and
prevent errors.
• Create and view future-dated payment methods.
• View payment method history, including changes and who made them
• Need to add additional duty roles if using custom security roles to view
Redwood pages (See link below for information)
Reference Link:
Redwood Experience for Personal Payment Methods for Professional Users
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Payslip
Navigation: Me>Payroll>Payslip
Profile Code to Enable:
• ORA_PAY_PAYSLIPS_REDWOOD_ENABLED
• ORA_HCM_VBCS_PWA_ENABLED
What’s New:
• View up to 25 payslips in date order, with the latest at the top. Selecting multiple
payslips displays details of the last selected.
• Select a payslip to access:
• Summary region
• Tabs:
• Earnings : Summary and pie chart of paid amounts.
• Deductions : Summary and pie chart of deducted amounts.
• Net Pay Distribution : Net pay and bank account details.
• Payroll Preview: View and download the payslip document.
• Customize the display of tabs and analytics.
• Use Journeys to include the Redwood version in a Journey.
• Add custom help content with the Guided Journey feature.
• Enable nudges with the Nudge option.
Reference Link:
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Redwood Experience For Payslips
Tax Witholding
Navigation: Me>Payroll>Tax Withholding
Profile Code to Enable:
• ORA_PAY_CALCULATION_CARD_VBCS_ENABLED
What’s New:
• Separate tabs for Federal and Regional info with full details shown by default.
• Easy switching between multiple tax cards at the top of the page.
• Required fields are clearly marked in Edit mode.
• Deep link to the self-service tax withholding page: Oracle Menu > Tools >
Deep Links > Tax Withholding.
Reference Link:
Redwood Experience For Payslips
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Year-End Documents
Navigation: Me>Payroll>Year-End Documents
Profile Code to Enable:
• ORA_PAY_YEAR_END_DOCUMENTS_REDWOOD_ENABLED
• ORA_PAY_ENABLE_PREVIEW_MODE
What’s New:
• View year-end documents for the last three years by default.
• Enter a date range to view specific documents.
• All payroll relationships are displayed.
• Use "Open PDF" to view documents in PDF format.
• Searching across years shows separate tiles for each year, differentiated by
colors or pictures.
• Use "Preview Year-End" to preview documents without downloading.
• Enable preview with ORA_PAY_ENABLE_PREVIEW_MODE.
• Use "Journey" to include the VBS version of the page.
• Use "Ask Oracle" to include the page in search results.
• Use "Nudge" to enable nudges.
Reference Link:
Redwood Experience For Year-End Documents
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Redwood Adoption Checklist
Use the checklist to ensure all key activities are completed when implementing or migrating pages to Redwood
# Step Status
1 Review the Customer Overview deck
2 Confirm that you have completed the general Redwood enablement steps (including Search, permissions)
3 Run the Personalization Helper Tool
4 Develop approach / plan to migrate based on work to be done and business priorities
5 Determine staffing of migration work
6 Enable Redwood on pages via profile options
7 Use Personalization Helper Tool to auto migrate available Page Composer and Transaction Design Studio personalizations
8 Use VB Express Mode to create remaining personalizations where not auto migrated
9 Use VB Express Mode (starting in 24B) to migrate AutoComplete
Complete testing
• Individual personalization unit testing
10 • Page level testing
• User Acceptance Testing
11 Migrate personalizations to production
12 (with Quarterly update) Download new version of Personalization Helper tool
13 (with Quarterly update) Review new Redwood pages and features included in the new Quarterly update
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1
One More Thing….
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12
Payroll Activity Center (Redwood Exclusive)
Central payroll workspace
• Get the necessary information, alerts, and tools to submit an
accurate and timely payroll in one place.
Comprehensive visibility
• See a consolidated view of the overall payroll status and system-
identified issues within a payroll cycle.
Corrective measures
• Take corrective action on identified payroll errors across all flows.
Discrepancies and tendencies
• Compare current with prior payrolls to find anomalies and trends
to help identify problems quickly.
Verification checks
• Verify corrective actions by employees, such as updating their
payment method, to help ensure successful payment delivery.
Account management
• Tackle issues with account balances, payment exceptions, and
subledger account transfers in one location.
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Q&A
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