Upgrade Involuntary Deductions for the US

Use the Element Upgrade flow to apply new features to your involuntary deduction elements.

This can include:

Run this flow regularly, such as after each release.

For further info, see Oracle Cloud Human Capital Management for the US: Element Upgrade Flow (2458385.1) on My Oracle Support.

Here's some reasons to upgrade your elements.

Feature example	This is what it does
Ongoing features	Sometimes a new feature requires an element upgrade, even if you have already upgraded that element for a previous release. The What's New documentation for a release tells you if a new feature requires an upgrade. For further info, see Oracle Cloud Readiness for Human Resources Workforce Rewards What's New.
Recalculate disposable income	Before Release 18C, the payroll process calculated disposable income once for the highest priority order. The exception was regional tax levies, which automatically recalculated disposable income. For involuntary deductions you defined before this release, you must upgrade them to automatically recalculate disposable income. Note: If you have defined involuntary deductions after this release, you must upgrade your legacy deduction elements.
Prorate support orders	As of Release 18C, you can prorate support orders. To enable this feature for older elements, you must upgrade the elements for all involuntary deduction secondary classifications.
Common calculation rules for involuntary deductions	Common component overrides are no longer available for any involuntary deduction elements you created or upgraded after 18C. Instead, you add the overrides on the deduction's component on the calculation card. For further info, see Set Overrides on the Involuntary Deductions Card for the US in the Help Center.

Before You Start

When upgrading your involuntary deductions, consider the following.

Perform the upgrade first in a test environment. Verify all involuntary scenarios to confirm they process correctly in payroll. Only after you have successfully verified the results should you perform these steps in your production environment.
If you have Involuntary Deduction elements you defined before Release 18C, you must upgrade them. The payroll process might generate unpredictable results if you run it against older elements.
Run the Element Upgrade flow for each Involuntary Deduction secondary classification and element name combination separately.

To upgrade your involuntary deduction elements:

Run the Element Upgrade flow in Draft mode for a given involuntary deduction secondary classification and element name combination.

For further info, see How You Enable Disposable Income Recalculation for Your Involuntary Deductions in the Help Center.
Select Disposable Income Recalculation as the feature you're enabling. Don't leave this parameter blank.
Review the output of the report, and resolve any issues it identifies.
Repeat these steps for each secondary classification and element name combination.

Proceed to the next step only if no issues are identified.
Submit the Element Upgrade flow in Final mode for the involuntary deduction secondary classification and element name combination.
Select Disposable Income Recalculation as the feature you're enabling. Don't leave this parameter blank.
Review the output of the report, and resolve any issues it identifies.
Repeat the steps for each secondary classification and element name combination.
Compile the elements' fast formulas.
1. In My Client Groups, click Payroll.
2. Click Submit a Flow.
3. Select your US legislative data group.
4. Search for and select Compile Formula.
5. Enter % as the formula and Oracle Payroll as the formula type.
Run payroll, and verify the results.
Perform test payroll runs, and verify the results.
After you have tested all involuntary deduction scenarios and ensured they process correctly in payroll, repeat these steps in your production environment.