Redwood Experience for Personal Payment Methods for Self-Service Users

You can now use the new Redwood personal payment method page to view and manage personal payment methods.

Navigate to Me > Pay > Payment Methods page for the following Redwood experience:

  • An overview of payment method using a card layout.
  • A summary of the payment method information on each card, such as payment method name, payment amount, and bank details if applicable.
  • Panel drawer experience to view payment method details, such as bank information, if applicable.
  • Ability to create a payment method and associated bank account in the same transaction.
  • Reorder payment methods to change the order they are processed when they start and end on the same date.

Use the new Redwood personal payment method page to search for a bank by its branch identifier for US,UK and CA when associating bank account to the payment method. Refer the Steps to Enable section for steps.

Features available only by extending the functionality of this page:

  • Create exception payment methods to have certain earnings paid to a different bank account is available.
  • Enforce double entry of bank account information to verify the details are correct and prevent keying errors is available.

Use the refactored Redwood personal payment methods page for self-service users to quickly view and manage personal payment methods. Search for this page from Ask Oracle and enable guided journeys or nudges.

Steps to Enable

In order to enable any of the Redwood pages, the central profile option ORA_HCM_VBCS_PWA_ENABLED (Enable VBCS Progressive Web Application User Interfaces across HCM application) needs to be set to Y.

Enable the redesigned Redwood Payment Method page follow these steps:

  1. Navigate to the Setup and Maintenance area and search for the Manage Administrator Profile Values task.
  2. On the Manage Administrator Profile Values page, search for and select the ORA_PAY_MY_PAYMENT_METHODS_REDWOOD_ENABLED profile option.
  3. Select Yes in the Profile Value field.
  4. Click Save and Close.

NOTE: You must reconfigure all functionality and feature extensions after this update, such as the ability to create exception payment methods or double entry of bank account information, even if they were previously configured.

Enable the search for bank using branch identifier by following these steps:

NOTE: This feature works only when the CE_USE_EXISTING_BANK_BRANCH profile option is set to ‘Yes’ and the country is US, UK or CA. If the CE_USE_EXISTING_BANK_BRANCH option is set to ‘No’, employee can create the bank account by entering the routing number or sort code manually.

  1. In the Setup and Maintenance work area, go to the Manage Standard Lookups task.
  2. Search for the lookup type ORA_IBY_CONTROLLED_FEATURES.
  3. For the lookup type ORA_IBY_CONTROLLED_FEATURES, create a lookup code with the following details:
    • Lookup Code: IBY_BRANCH_NUM_SELECTION    
    • Meaning: Routing Number and Sort Code LOV    
    • Description: Routing Number and Sort Code LOV    
    • Enabled: Select the check box.
  4. Click Save and Close.

Tips And Considerations

Key Resources

For more information on personal payment methods, refer to these guides in the Oracle Help Center:

  • Implementing Global Payroll
  • Administering Global Payroll

For more information on enabling Redwood functionality, refer to this on My Oracle Support document located on the All Fusion HCM Cloud Product Papers (Doc ID 1504483.1):

For more information on extending Redwood pages in HCM, refer to this feature announcement in the Oracle Help Center.

Access Requirements

Your users that are granted the delivered Employee role have access to this page with no additional steps to enable. However, if you have a custom employee role you need to add the following duty roles to your custom employee role:

  • Role with display name Trading Community Data Security Policies for HCM

Add this role ORA_PAY_TRADING_COMMUNITY_DSPS

  • Roles with the display name REST Service - Worker Bank Accounts

Add these 2 roles to grant manage access:

  • ORA_PAY_REST_SERVICE_ACCESS_WORKER_BANK_ACCOUNTS
  • ORA_PAY_REST_SERVICE_ACCESS_WORKER_BANK_ACCOUNTS_FSCM

OR

  • Roles with the display name Use REST Service - Worker Bank Accounts Read Only

Add these 2 roles to grant read only access:

  • ORA_PAY_REST_SERVICE_ACCESS_WORKER_BANK_ACCOUNTS_RO
  • ORA_PAY_REST_SERVICE_ACCESS_WORKER_BANK_ACCOUNTS_RO_FSCM