vdocuments.mx_oracle-hrms-payroll-setup-ppt.ppt

O hrms

1. Oracle HRMS Payroll Setup
Solution
Version: 1.0
Date: 20-Oct-2011
HRMS Capability Innovate.....Create....Collaborate

2. Agenda
Note:To enable the hyperlinks, please view the power point in the presentation mode.
2
HRMS Data Migration Solution
Purposeofthispresentationistoprovidestepbystepoverview
andsolutionforPayrollSetupinHRMSspace.Thispresentation
wouldactasaguidetoHRMSandnonHRMStechnical/
FunctionalconsultantthroughDMconcerningoracleHRMS.
ThispresentationwouldalsoactasreferenceforPMs.Presales
teamcanalsoconsideritasreferencepointforfuturebids.
IntendedAudienceforthispresentationisTechnical/Functional
consultant,PMandPresalesteam.
Why Is it Needed
FewModulesinOracleHRMSneednicheskillsandlackofthat
createsaGAP.ThisdocumentaimsatbridgingthatGAP.This
documentalsoaimsatbringingallthatisrequiredunderone
umbrella.
Click

3. 3
Oracle HRMS “Payroll Setup”
Pre-Requisites
for payroll
Payroll Setup

4. 4
Pre-Requisites for Payroll Run
Packages with all required functions for fast
formulas
Responsibilities
Menus
Functions
User
Business Group

5. Sequence Step Methodology
1 Consolidation Set
2 PaymentMethods
3 Payroll Description
4 Element Description
5 ElementInput Value
6 Salary Basis
7 ElementLink
8 Global Value
9 FormulaFunction
10 Balances
11 Fast formula
12 Formula Results
13 Assignment Set
14 Element Set
Payroll Setup Sequence
5

6. Consolidation Set
6
The consolidation set is used for consolidating the result of various
payrolls and post payroll processes.
Navigation: HRMS Manager—Payroll—Consolidation Set
Enter a relevant name, Save the data and close the form

7. 7
Payment Method
EnteranameforthePaymentmethod,andselectitstype.
Navigation:HRMSManager—Payroll—Paymentmethod

8. 8
Payroll Description
Navigation: HRMS Manager—Payroll—Description
Note: For detailed explanation refer next three slides

9. Payroll Setup
EnterthenameofthePayrollandselectaPeriodTypei.e.Calendarmonth,
Week,Yearetc.
Enterthedateoffset:
TheCheckDate,sometimescalledPayDate,isthedateofconstructive
receiptofpay,onwhichpaychecksbecomenegotiable.
TheScheduledRunDateisthedatescheduledfortheRegularrunof
thispayrolleachperiod.
TheCutOffdate,includedforyourreference,isthefinaldatefor
enteringorchangingpayrollinformationbeforearun.
Apayslipoffset,reckonedfromthecompletiondateforyourpayroll
processesisalwaysapositivenumbertoenableyoutoprevent
employeesfromviewingpayslipsbefore
theofficialpaymentdate
IntheCostingregion,youcanenterinformationabouttheledgerand
suspenseaccountholdingcostinginformationforthispayroll

10. Payroll Setup Cont…..
ChecktheNegativePaymentAllowedcheckboxifyouwantthePre-Payments
processtoincludenegativepayments.Ifyouleavetheboxunchecked,thePre-
Paymentsprocessignoresnegativepayments.
ChoosethePeriodDatesbuttontoviewthecalendargeneratedforyour
payroll.
InthePeriodDateswindow:
Youcanviewthedefaultoffsetdatesforeveryperiod,andyoucan
manuallyoverrideanyofthesedatesinanyrecord.
Youcanchangethepayroll'sdefaultOpenstatusinanyperiodtoClosed
topreventfurtherelemententries.
Youcanalsoreopentheperiodifnecessary
ChoosetheValidPaymentMethodsbuttontoaddvalidpaymentmethodsfor
thispayroll

11. Payroll Setup –Valid Payment Method
Enter the valid payment methods corresponding to the particular Payroll

12. Element Description
Navigation: HRMS Manager—Total Compensation—Basic—Element Description
Note: For detailed explanation refer next two slides

13. Element Setup
Enterauniquenameandreportingname
Optionallyenteradescriptionfortheelement
Selectaprimaryclassification
Selecttheprocessingtype
•Recurring,ifanentryofthiselementappliesinevery
perioduntiltheentryisended
•Non-recurring,ifanentryappliesinonepayperiodonly
Select a termination rule to determine how entries of the
element are processed after termination of the
employee
Select the currency in the Input field if you want to make
element entries in a currency other than the base currency of
the Business Group.

14. Element Setup Cont…
Select:
Multipleentriesallowed,ifyouwanttogiveanemployeemorethanone
entryoftheelementatthesametime.
Additionalentriesallowed,ifyouwanttomakeanoccasionalone-timeentry
ofarecurringelement.
Closedforentry,ifyouwanttopreventanynewentriesbeingmadeforthe
element.
ProcessinRun,ifyouwanttheelementtoprocessinpayrollruns.
Indirectresults,ifyouwanttheelementtoacceptentriesfromindirect
formularesults.
Adjustmentonly,ifyouwanttousethe
elementonlyforcreatingbalanceadjustments.
Thirdpartypayments,ifyouwanttouse
theelementonlyforcreatingthirdpartypayments.

15. Element Input Values
Uncheckthe‘Userenterable’forPayValue
Enterthenameoftheinputvalueandtheunit.
Checkthe‘Userenterable’checkboxifuserscanenteravalueforthisinput.

16. Salary Basis
Salarybasisisthedurationforwhichthesalaryisquoted,forexample,hourly,
monthlyorannually.
Navigation:HRMSManager—TotalCompensation—Basic–SalaryBasis
Enterthenameofthesalarybasisandselectbasis.
Selectthenameofthesalaryelementandtheinputvalueassociatedwiththis
salarybasis.

17. Element Link
Navigation:HRMSManager—TotalCompensation—Basic–Link
Definetheelementlinkandprovideeligibilitycriteriafortheelement
Note: For detailed explanation refer next three slides

18. Element Link Cont…
IntheEligibilityCriteriaregion,selecttheassignmentcomponentsthat
constitutethiseligibilityrule.Ifyouwanttolinktoallemployees,donotenter
anyeligibilitycriteria.
Youcanlinktoallpayrollsortoaspecificpayroll.Dooneofthefollowing:
LeavethePayrollfieldblankandchecktheLinktoallPayrollscheck
boxifyouwantemployeesassignedtoanypayrolltobeeligible.Thisrule
excludesemployeeswhoarenotassignedtoapayroll.
Selectthenameofaspecificpayrollifyouwantonlyemployeesonthat
payrolltobeeligiblefortheelement.DonotchecktheLinktoallPayrolls
checkbox.
Leavebothfieldsblankifassignmenttoapayrollisirrelevantto
eligibilityfortheelement

19. Element Link Cont….
SelecttheCostableType.ThedefaultisNotCosted,meaningthatthesystem
maintainsnocostinginformationfortheelement.
Toallowentryofcostinginformationatalllevels,includingthe
assignmentandelemententrylevels,selectCosted.Thisistheappropriate
selectionformostelementsrepresentingearningstypes.
Ifyoudonotneedtocosttheelementatorganizationandassignment
levels,selectFixedCosted.Thisisappropriateforsomedeductions,which
areirrelevanttolabordistributionanalyses.
Ifyouwanttodistributeoverheadcosts(suchasemployercontributions
toapensionplan)overotherelements,selectDistributed.Thenselecta
DistributionSet.
ChecktheTransfertoGLcheckboxifthepayrollrunresultsfromthislink
shouldbetransferredtothegeneralledger.

20. Element Link Setup Cont….
You can also add Qualifying Conditions.
Here you can add or change age or length of service requirements for this
particular eligibility rule.
The system checks these conditions when you make an entry of the element.
If the employee does not meet the qualifying conditions, you receive a warning

21. Formula Function

22. Balances
DefineBalanceforelementsyouneedtomaintaincarry-overvalues.
Forexample,Leave,Gratuityetc.
Navigation:HRMSManager—TotalCompensation—Basic–Balance
Note: For detailed explanation refer next slide also.

23. Balances Cont….
Enter the name , reporting name and provide the feeds and dimensions as required.

24. Fast Formula
Definefastformulatoincorporateallthecalculationrulesspecifictocompany
rules.
Enterthename,typeanddescriptionoftheformula
Navigation:HRMSManager—TotalCompensation—Basic–WriteFormula
Note: For detailed explanation refer next two slides

25. Fast Formula Cont….
Ifyouhavedefinedyourownpayrollelements,youcanwriteformulasto
calculateearningsanddeductions.
Designyourelementandhowitwillbecalculated.
Writeanyformulasrequiredtovalidateinputvalues(formulatype=Element
InputValidation).
Writeaformula,ifrequired,todefinetherulesforskippingtheelement
duringpayrollprocessing(formulatype=ElementSkip)
Writetheformulaorformulasforcalculatingtherunresults(formulatype=
OraclePayroll).
AssociateeachOraclePayrolltypeformulawiththeelementintheFormula
ResultRuleswindow,andspecifywhathappenstotheformularesultsforthis
element.

26. Fast Formula Cont…
Write the formula and verify it.

27. Generic Fast Formulas

28. Formula Results
Definerulesforformularesults.
UsetheFormulaResultRuleswindowtoassociateoneormoreformulaprocessing
ruleswithanelement.
Navigation:HRMSManager—TotalCompensation—Basic–FormulaResults
Note: For detailed explanation refer next two slides

29. Formula Results Cont…
Selecttheappropriateformularesulttype.Therearefivepossibletypes:
Directresult:Thisistheelement'srunresult(ifyousendtheresulttotheelement'spay
value),oradirectresultupdatinganotheroftheelement'sinputvalues.
Indirectresult:Thisresultpassesasanelemententrytoanothernonrecurringelement
notyetprocessed.
Message:Theformulaissuesmessagesundercertainconditions.Forexample,a
formulacancheckaloanrepaymentbalanceand,ifthebalanceiszero,issuethe
message"Loanisrepaid."YoureadformulamessagesusingtheViewRunMessages
window.
OrderIndirect:Thisresultupdatesthesubpriorityoftheelementyouselectinthe
Elementfield.
Stop:ThisformularesultusestheDateEarnedofthepayrollruntoputanenddateon
arecurringentryofthisoranotherelement(whichmustbedefinedwithmultiple
entriesnotallowed.)
Updaterecurringentry:Thisresultupdatesrecurringentriesofthisoranotherelement
ontheeffectivedateofthepayrollrun.
Thereceivingelementmustbedefinedwithmultipleentriesnotallowedunlessyouare
passingarecurringelement'sentriestoitself,thatisupdatinganotherentryofthesame
element.

30. Formula Results Cont…
IfyouselectMessageastheformularesulttype,selectamessageseveritylevel.
Therearethreechoices:
Fatal:Whenamessagewiththisseverityresultsfromyourformula,therun
rollsbackallprocessingfortheemployeeassignment.
Warning:Amessagewiththislevelofseveritydoesnotaffectpayroll
processingbutwarnstheuserofapossibleproblem.
Information:Amessagewiththislevelofseveritysimplygives
information.

31. Assignment Set
UseAssignmentSetstogrouptheemployeestoinclude/excludethemfroma
payrollrun.
Navigation:HRMSManager—Payroll–AssignmentSet
Note: For detailed explanation refer next two slides

32. Assignment Set Cont…
DefininganAssignmentSetbyIncludingorExcludingAssignments
ClickAmendment.Dooneofthefollowing:
Ifyouwanttocreateasmallsetofassignments,selectIncludeinthe
Inc/Excfieldandselectalltheassignmentsfortheset.
Ifyouwanttostartfromthefullsetofassignmentsforthepayrollor
BusinessGroup,selectExcludeintheInc/Excfieldandselect
assignmentstoremovefromtheset.
DonotcreateamixtureofIncludeandExcluderowsifyouhavenotentered
criteriaandgeneratedaformula

33. Assignment Set Cont….
DefininganAssignmentSetUsingFormulaCriteria
Dooneofthefollowing:
Ifyouaredefininganassignmentsetforpayrollprocessing,selectapayroll.You
cannotprocessanassignmentsetdrawnfrommorethanonepayroll.
Ifyouaredefininganassignmentsetforotherpurposes,selectingapayrollis
optional.Ifyouselectapayroll,theformulageneratedfromyourselectioncriteria
willselectassignmentsfromthispayrollonly.Ifyoudonotselectapayroll,the
formulawillselectassignmentsfromthewholebusinessgroup.
•IntheAssignmentCriteriawindow,enteronecriterionineachrow,andjointhe
criteriawithANDorORintheConditionfield.
•Ifyouwanttoincludeorexcludeindividualassignmentsfromthesetdefinedbyyour
criteria,choosetheAmendmentbutton.Selecttheassignmentsyouwanttoincludeor
excludefromtheset.

34. Element Set
Enterauniquenameforthesetandselectthetype:Distribution,Run,or
Customization
Navigation:HRMSManager—Payroll–ElementSet
Note: For detailed explanation refer next two slides

35. Element Set Cont….
Therearethreetypesofset:
Customizationset:YoucanuseaCustomizationsetto:
•Restricttheelementsthatcanbeenteredorviewedonaconfiguredversionofthe
ElementEntrieswindow
•SpecifytheelementstobeenteredforassignmentsusingBEEintheBatch
AssignmentEntrywindow.
•PreventusersupdatingentryvaluesintheElementEntrieswindowforagroupof
elements.YouselecttheelementsetintheHR:Non-UpdateableElementSetuser
profileoption.
•RestricttheelementsdisplayedintheCompensationActivityviewinSSHR.You
selectthiselementsetintheElementSetNameuserprofileoption.
Runset:YoucanuseaRunsetto:
Specifytheelementsthattheapplicationmustprocessinapayrollrun.This
functionalityisavailableonlyforOraclePayrollusers.IfyouarecreatingaRunset
forUSpayroll,andyouareusingtheEnhancedTaxInterface,youmustincludethe
US_TAX_VERTEX recurringelement(seestep4).Ifyouhavenotenabledthe
EnhancedTaxInterface,youmustincludetheVERTEXrecurringelement.
Displayaccrualbalances
Distributionset:OraclePayrolluserscanuseaDistributionsettodefinetheelements
overwhichthecostsofotherelementsaretobedistributed.

36. Element Set Cont….
•Ifyouwanttoincludeallelementsinaclassification,choosethe
ClassificationRulesbutton.
•IntheClassificationRuleswindow,selectoneormoreclassificationsto
include.Savethesetandclosethiswindow.
•Theelementsintheclassificationsyouchoosearenowlistedinthe
Elementsregion.
•Ifyouwanttoexcludeindividualelements,placeyourcursorinthe
element'srowandchoosetheExcludeElementbutton.
•Ifyouwanttoincludeparticularelementsfromotherclassifications,choose
theIncludeElementbutton.
•SelecttheelementyouwanttoincludeintheElementswindow,andchoose
theOKbutton.