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Oracle Payroll
Prepared By Ashok Pattnayak
1
Content:Content:
Day-1
 Set up Compensation and Benefits.
 Define a Payroll.
 Write basic Oracle Fast Formula.
 Set up People and their Assignments.
Day-2
 Managing Payroll Process.
 Process corrections to a Payroll.
 Manage Post Payroll Run Processes.
 Conclusion.
2
Setup CompensationSetup Compensation
 Uses elements to represent all types of earnings,
deductions and benefits.
 Links element to any number of combinations such as
organization, job, position, grade, payroll, location,
employee category.
 Create Payroll.
 Creates Salary basis.
 Links salary basis to an employee.
 Salary structure of an employee is captured.
3
Payroll Design MethodologyPayroll Design Methodology
– There are fundamental setup steps within Total Compensation
Elements Setup for Payroll. They link together to create
effective payroll definitions.
4
Balances
Element LinksFormulas
Elements
Design
Methodology
1
Element
Definition
• Define the information to hold
• Define how to validate entries
• Define how to process entries
2
Element
Link
3
Element
Entry
• Put the element on record for all
employees who should receive it
• Automatic or manual entry
• Define who is eligible for the element
• Define costing
• Define how to validate entries
Three Steps to setup an element
5
Window To Define Elements
6
Element LinkElement Link
Employee Eligibility Rules
 A link defines the eligibility of a specific element. For example,
people who hold a certain job or belong to a specific location or
organization may be eligible for a certain element. This eligibility
is then active when entering element entries at the employee
level.
 Each element has a classification such as Earnings, Voluntary
Deductions or information that determines its particular use.
7
Element LinkElement Link
8
BalancesBalances
 Show the positive or negative accumulation of
particular values over period of time.
 These are generated by payroll runs and hold pay
values or other related values such as time periods
and number of employees.
 Oracle Payroll balances are in two categories:
Startup Balances:
• Put in place by localization teams.
• These are mainly legislative, i.e. they reflect the tax legislation of the
country where your enterprise is located.
• Accumulate over standard periods of time such as a payroll period, a
quarter or a year.
User-Defined Balances:
• Defined to meet your particular additional requirements.
• Defining a balance includes defining its feeds and dimensions.
9
User Defined BalancesUser Defined Balances
10
Payroll Definitions
 For HR and payroll installations, the definition of a payroll is
necessary if elements (compensation and benefits) will be used.
A payroll is required to give a set of employees salaries with a
single frequency.
 Can define as many payrolls as required to meet the pay
policies of the company.
11
Window to Create Payroll
Salary Basis
 A salary basis establishes the duration for which a salary is
quoted, for example, hourly, monthly or annually.
13
Window To Salary Basis
Fast FormulaFast Formula
 Use to calculate element pay values and run results during
payroll processing.
 Oracle Fast Formula is a simple way to write formulas using
English words and Basic Mathematical Functions.
 Formula takes input from the window and database.
 Formulas can return values and messages
15
Write Fast FormulaWrite Fast Formula
16
Formula Link To Element
Employee and their Assignment
 Create Employee
 Create Employee Assignment
Setup Employee
Employee Assignment
Element Entry Values
Payroll Life CyclePayroll Life Cycle
Preparing & initiating a Payroll Run
Viewing
Payroll
Process
Results
Running the Costing
and Transfer to
Oracle General
Ledger
Quick Pay
Starters/Leaver
s
Managing Post-
Run Processes
Processing
corrections to Run
Results
Quick Pay
Starters/Leaver
s
Managing other
Payroll Processes
22
Payroll Run ProcessPayroll Run Process
 QuickPay:- Enables you to carry out payroll processing for individual employees. You
can use QuickPay to pay employees who are leaving and who require payment
in mid period of payroll.
If an employee asks what their net pay will be this month, you can run QuickPay to find the
answer, then roll it back to remove all results from the database.
 Run payroll for set of employees:- Enables you to carry out payroll
processing for individual employees.
23
Single Employee Payroll Process-
QuickPay
Batch Employee Payroll Process
View Payroll Process
View Payroll Results(Run)
View Payroll Results(Quickpay)
S.O.E. of Employee
Corrections in PayrollCorrections in Payroll
 Sometimes it is necessary to make corrections to payroll runs.
 After running a payroll and viewing the results, you can make corrections,
adjustments and changes when the payroll process require this,
By using of process like :
 Retry: Use to correct a payroll run before post-processing has occurred.
 Reversal : Use to correct a payroll run when post-processing has already occurred.
 Rollbacks : Use to correct a payroll run without keeping any record of the original run.
You can roll back :
• An entire Payroll run
• An employee assignment
• An assignment set within a payroll run.
30
Request for Correction of Payroll
Managing Post Run ProcessesManaging Post Run Processes
 Once you have run the Payroll Process and you are satisfied
with the results, you want to distribute payments to
employees.
 Then you can run the various processes required to complete
the payroll process:
• Prepayment process
• Payment Methods(BACS, Check Writer, Cash)
• Costing
• Transfer To GL
32
Prepayments: The PrePayments Process enables you to allocate employee
payments between the payment methods that has defined.
View Payroll Process Results
Prepayment Status
BACs Process: Use the BACS to make direct deposit payments to your
employees.
Prepayment Status after BACS
BACS Result
Costing: Recording the costs of an assignment for accounting and reporting
purposes.
39
Costing Result
Transfer To GL: Costed payroll data needs to posted in general ledger.
Conclusion
This presentation covered topic:
Compensations and benefits.
Setup of payroll process.
Correction process.
Post payroll process.
Question And Answers
Thank You

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Payroll process oracle hrms

  • 1. Oracle Payroll Prepared By Ashok Pattnayak 1
  • 2. Content:Content: Day-1  Set up Compensation and Benefits.  Define a Payroll.  Write basic Oracle Fast Formula.  Set up People and their Assignments. Day-2  Managing Payroll Process.  Process corrections to a Payroll.  Manage Post Payroll Run Processes.  Conclusion. 2
  • 3. Setup CompensationSetup Compensation  Uses elements to represent all types of earnings, deductions and benefits.  Links element to any number of combinations such as organization, job, position, grade, payroll, location, employee category.  Create Payroll.  Creates Salary basis.  Links salary basis to an employee.  Salary structure of an employee is captured. 3
  • 4. Payroll Design MethodologyPayroll Design Methodology – There are fundamental setup steps within Total Compensation Elements Setup for Payroll. They link together to create effective payroll definitions. 4 Balances Element LinksFormulas Elements Design Methodology
  • 5. 1 Element Definition • Define the information to hold • Define how to validate entries • Define how to process entries 2 Element Link 3 Element Entry • Put the element on record for all employees who should receive it • Automatic or manual entry • Define who is eligible for the element • Define costing • Define how to validate entries Three Steps to setup an element 5
  • 6. Window To Define Elements 6
  • 7. Element LinkElement Link Employee Eligibility Rules  A link defines the eligibility of a specific element. For example, people who hold a certain job or belong to a specific location or organization may be eligible for a certain element. This eligibility is then active when entering element entries at the employee level.  Each element has a classification such as Earnings, Voluntary Deductions or information that determines its particular use. 7
  • 9. BalancesBalances  Show the positive or negative accumulation of particular values over period of time.  These are generated by payroll runs and hold pay values or other related values such as time periods and number of employees.  Oracle Payroll balances are in two categories: Startup Balances: • Put in place by localization teams. • These are mainly legislative, i.e. they reflect the tax legislation of the country where your enterprise is located. • Accumulate over standard periods of time such as a payroll period, a quarter or a year. User-Defined Balances: • Defined to meet your particular additional requirements. • Defining a balance includes defining its feeds and dimensions. 9
  • 10. User Defined BalancesUser Defined Balances 10
  • 11. Payroll Definitions  For HR and payroll installations, the definition of a payroll is necessary if elements (compensation and benefits) will be used. A payroll is required to give a set of employees salaries with a single frequency.  Can define as many payrolls as required to meet the pay policies of the company. 11
  • 12. Window to Create Payroll
  • 13. Salary Basis  A salary basis establishes the duration for which a salary is quoted, for example, hourly, monthly or annually. 13
  • 15. Fast FormulaFast Formula  Use to calculate element pay values and run results during payroll processing.  Oracle Fast Formula is a simple way to write formulas using English words and Basic Mathematical Functions.  Formula takes input from the window and database.  Formulas can return values and messages 15
  • 16. Write Fast FormulaWrite Fast Formula 16
  • 17. Formula Link To Element
  • 18. Employee and their Assignment  Create Employee  Create Employee Assignment
  • 22. Payroll Life CyclePayroll Life Cycle Preparing & initiating a Payroll Run Viewing Payroll Process Results Running the Costing and Transfer to Oracle General Ledger Quick Pay Starters/Leaver s Managing Post- Run Processes Processing corrections to Run Results Quick Pay Starters/Leaver s Managing other Payroll Processes 22
  • 23. Payroll Run ProcessPayroll Run Process  QuickPay:- Enables you to carry out payroll processing for individual employees. You can use QuickPay to pay employees who are leaving and who require payment in mid period of payroll. If an employee asks what their net pay will be this month, you can run QuickPay to find the answer, then roll it back to remove all results from the database.  Run payroll for set of employees:- Enables you to carry out payroll processing for individual employees. 23
  • 24. Single Employee Payroll Process- QuickPay
  • 30. Corrections in PayrollCorrections in Payroll  Sometimes it is necessary to make corrections to payroll runs.  After running a payroll and viewing the results, you can make corrections, adjustments and changes when the payroll process require this, By using of process like :  Retry: Use to correct a payroll run before post-processing has occurred.  Reversal : Use to correct a payroll run when post-processing has already occurred.  Rollbacks : Use to correct a payroll run without keeping any record of the original run. You can roll back : • An entire Payroll run • An employee assignment • An assignment set within a payroll run. 30
  • 32. Managing Post Run ProcessesManaging Post Run Processes  Once you have run the Payroll Process and you are satisfied with the results, you want to distribute payments to employees.  Then you can run the various processes required to complete the payroll process: • Prepayment process • Payment Methods(BACS, Check Writer, Cash) • Costing • Transfer To GL 32
  • 33. Prepayments: The PrePayments Process enables you to allocate employee payments between the payment methods that has defined.
  • 36. BACs Process: Use the BACS to make direct deposit payments to your employees.
  • 39. Costing: Recording the costs of an assignment for accounting and reporting purposes. 39
  • 41. Transfer To GL: Costed payroll data needs to posted in general ledger.
  • 42. Conclusion This presentation covered topic: Compensations and benefits. Setup of payroll process. Correction process. Post payroll process.