Oracle Hrms Payroll Implementation Guide Vol -III

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11i Oracle HRMS Implement Oracle HR and Payroll (US) Student Guide Vol. .3

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Edition 2.0

April 2002

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Copyright © Oracle Corporation, 2002. All rights reserved.

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Author

Mark Rowe, Alison Crabbe, Juliette Fleming, Ruth Charles, Richard Sharp, Mike Laverty, John Cafolla

Technical Contributors and Reviewers

John Cafolla, Margaret Wong, Louise Raffo, Ratna Kuplish, Kevin Kelley

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11i Oracle HRMS Implement Oracle HR and Payroll (US) Table of Contents i

Table of Contents

Work Structures ..............................................................................................................................................1-1 Work Structures.............................................................................................................................................1-2 Objectives ......................................................................................................................................................1-3 Modules .........................................................................................................................................................1-4

Overview of Enterprise Work Structures......................................................................................................2-1 Overview of Enterprise Work Structures.......................................................................................................2-2 Topics ............................................................................................................................................................2-4 Module Overview..........................................................................................................................................2-5 Overview of Enterprise Work Structures.......................................................................................................2-6 Oracle HRMS An Information Model ...........................................................................................................2-7 Oracle HRMS Information Model.................................................................................................................2-8 Typical Types of Enterprise...........................................................................................................................2-9 Project Based Enterprise Characteristics .......................................................................................................2-10 Project Based Enterprise System Needs ........................................................................................................2-11 Project Based Enterprise Oracle Solution......................................................................................................2-12 Rule Based Enterprise Characteristics ...........................................................................................................2-13 Rule Based Enterprise System Needs............................................................................................................2-14 Rule Based Enterprise Oracle Solution ........................................................................................................2-15 Hybrid Enterprise Characteristics..................................................................................................................2-16 Hybrid Enterprise Oracle Solution ...............................................................................................................2-17

Understanding Work Structure Components ...............................................................................................3-1 Understanding Work Structure Components 1 ..............................................................................................3-2 Work Structures Overview ............................................................................................................................3-3 Work Structures Representing the Employer ................................................................................................3-4 Business Groups in Oracle HRMS ................................................................................................................3-5 The Startup Business Group ..........................................................................................................................3-6 Business Groups ............................................................................................................................................3-7 One or Many Business Groups Reasons........................................................................................................3-9 One or Many Business Groups Oracle HRMS ..............................................................................................3-10 One or Many Business Groups Options ........................................................................................................3-12

Understanding Work Structure Components 2 ............................................................................................4-1 Understanding Work Structure Components 2 ..............................................................................................4-2 Locations .......................................................................................................................................................4-3 Organizations.................................................................................................................................................4-4 Organization Hierarchies ...............................................................................................................................4-5 Jobs and Positions..........................................................................................................................................4-7 Using Jobs or Positions..................................................................................................................................4-8 Additional Information for Jobs and Positions ..............................................................................................4-10 Jobs................................................................................................................................................................4-11 Job Key Flexfield ..........................................................................................................................................4-12 Positions ........................................................................................................................................................4-13 Positions and Organizations ..........................................................................................................................4-14 Position Hierarchies.......................................................................................................................................4-15 Position Key Flexfield ...................................................................................................................................4-16 Security Based on Work Structures ...............................................................................................................4-17

Understanding Work Structure Components 3 ............................................................................................5-1 Understanding Work Structure Components 3 ..............................................................................................5-2 Grades............................................................................................................................................................5-3 Grade Key Flexfield ......................................................................................................................................5-4 Work Structures Grades and Pay...................................................................................................................5-5

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Work Structures Grade Rates .......................................................................................................................5-6 Grade Steps and Progression Points ..............................................................................................................5-7 Pay Scales......................................................................................................................................................5-8 Payroll Groups for HR Users.........................................................................................................................5-9 People Groups ...............................................................................................................................................5-10 People Group Key Flexfield ..........................................................................................................................5-11

Defining Common Data...................................................................................................................................6-1 Defining Common Data.................................................................................................................................6-2 Topics ............................................................................................................................................................6-4 Module Overview..........................................................................................................................................6-5 Defining Common Data.................................................................................................................................6-6 Flexfields Overview ......................................................................................................................................6-7 Key Flexfields in Oracle HRMS Special Considerations .............................................................................6-8 Standard Features ..........................................................................................................................................6-9 A Key Flexfield .............................................................................................................................................6-10 Cost Allocation and Flexfield Qualifiers Special Considerations.................................................................6-11 Soft-Coded Legislation Key Flexfield Special Considerations ....................................................................6-12 Bank Details Key Flexfield Special Considerations......................................................................................6-13 Steps for Defining a Key Flexfield Special Considerations ..........................................................................6-15 Practice: Configure the People Group Key Flexfield ...................................................................................6-16 Practice: Configure the Personal Analysis Flexfield ....................................................................................6-17

Defining Descriptive Flexfields .......................................................................................................................7-1 Defining Descriptive Flexfields.....................................................................................................................7-2 Descriptive Flexfields in Oracle HRMS Special Considerations .................................................................7-3 Standard Features ..........................................................................................................................................7-4 A Descriptive Flexfield .................................................................................................................................7-5 Descriptive Flexfields in Several Windows Special Considerations ............................................................7-7 Descriptive Flexfields and Business Groups .................................................................................................7-8 Descriptive Flexfields With Predefined Data ................................................................................................7-9 Protected Descriptive Flexfields....................................................................................................................7-10 Context Sensitive Descriptive Flexfields.......................................................................................................7-11 Steps for Defining a Descriptive Flexfield Special Considerations..............................................................7-13 Practice: Key and Descriptive Flexfields Overview.....................................................................................7-14

Extra Information Types in Oracle HRMS...................................................................................................8-1 Extra Information Types in Oracle HRMS....................................................................................................8-2 Overview .......................................................................................................................................................8-3 Standard Features ..........................................................................................................................................8-6 Extra Information Type Descriptive Flexfields .............................................................................................8-7 Using Extra Information or Special Information for People.........................................................................8-9 Security..........................................................................................................................................................8-10 Steps for Registering Extra Information Types .............................................................................................8-11 Practice: Extra Information Types.................................................................................................................8-12

Defining Lookups and Values.........................................................................................................................9-1 Defining Lookups and Values .......................................................................................................................9-2 Overview .......................................................................................................................................................9-3 User Access Levels........................................................................................................................................9-4 Practice: Define Lookup Types and Values...................................................................................................9-5 Managing Currencies and Exchange Rates....................................................................................................9-6 Overview .......................................................................................................................................................9-7 Typical Requirements....................................................................................................................................9-8 Enabling Currencies in Oracle HRMS...........................................................................................................9-9 Exchange Rates in Oracle HRMS..................................................................................................................9-11 Exchange Rate Variations..............................................................................................................................9-12 Steps to Enable Currencies ............................................................................................................................9-13 Currency Precision ........................................................................................................................................9-14

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Exchange Rates .............................................................................................................................................9-15 Practice: Define an Exchange Rate................................................................................................................9-16 Work Structures - Case Study........................................................................................................................9-17

Creating a Business Group .............................................................................................................................10-1 Setting up Business Groups, Locations, and Organizations ..........................................................................10-2 Topics ............................................................................................................................................................10-3 Module Overview..........................................................................................................................................10-4 Creating a Business Group ............................................................................................................................10-5 Representing Your Enterprise........................................................................................................................10-6 The Business Group.......................................................................................................................................10-7 Sharing Information.......................................................................................................................................10-8 HR:Cross Business Group .............................................................................................................................10-9 Initial Tasks ...................................................................................................................................................10-10 Information Associated with a Business Group.............................................................................................10-12 Standard Information.....................................................................................................................................10-13 Standard Information (U.S. only) ..................................................................................................................10-14 Employee and Applicant Numbers ................................................................................................................10-15 Practice: Create a Business Group.................................................................................................................10-17 Practice: Grant User Access to a New Business Group.................................................................................10-18

Creating a Location .........................................................................................................................................11-1 Creating Locations.........................................................................................................................................11-2 Overview .......................................................................................................................................................11-3 Address Validation for US and Canada.........................................................................................................11-4 Closing Down a Location ..............................................................................................................................11-5 Practice: Create a Location............................................................................................................................11-6 Creating Organizations ..................................................................................................................................11-7 Overview .......................................................................................................................................................11-8 Organization Overview..................................................................................................................................11-9 Organization Classifications Special Considerations ...................................................................................11-10 Additional Organization Information ............................................................................................................11-11 Practice: Create an Organization ...................................................................................................................11-12 End Dates on Organizations ..........................................................................................................................11-13 Deleting Organizations ..................................................................................................................................11-14 Creating Organization Hierarchies ................................................................................................................11-15 Practice: Create an Organization Hierarchy ..................................................................................................11-16 Practice: Assign an Employee to an Organization.........................................................................................11-17

Application Data Exchange ............................................................................................................................12-1 Application Data Exchange ...........................................................................................................................12-2 Application Data Exchange (ADE) ...............................................................................................................12-3 Three Modes of Working with ADE .............................................................................................................12-4 ADE in Applications Mode ...........................................................................................................................12-7 Using ADE ....................................................................................................................................................12-10 ADE Security.................................................................................................................................................12-11 ADE Styles and Views ..................................................................................................................................12-12 Practice: Using ADE .....................................................................................................................................12-14

Representing Financial Reporting Structures...............................................................................................13-1 Representing Financial Reporting Structures ................................................................................................13-2 Module Overview..........................................................................................................................................13-3 Parallel Reporting Structures HR and GL .....................................................................................................13-4 Parallel Reporting Structures Similar but Not the Same................................................................................13-6 Integration It's Okay to Be Different! ............................................................................................................13-7 Integration Understanding the Other Side .....................................................................................................13-8 Cost Allocation Key Flexfield .......................................................................................................................13-9 Multi-Orgs and Business Groups Similar but Not the Same ........................................................................13-10 Multi-Company and Multi-National Mapping Options .................................................................................13-12

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Mapping Options ...........................................................................................................................................13-13 Costing Considerations..................................................................................................................................13-14 Practice: Entering Cost Information ..............................................................................................................13-15

Representing Legal and Government Reporting Structures (US) ..............................................................14-1 Representing Legal and Government Reporting Structures (U.S.)................................................................14-2 Topics ............................................................................................................................................................14-3 Module Overview..........................................................................................................................................14-4 Representing Legal and Government Reporting Structures (U.S.)................................................................14-6 Identifying GRE's ..........................................................................................................................................14-7 One Company - One Employer - One GRE...................................................................................................14-8 Many Employers - Many GREs ....................................................................................................................14-9 Multi-Establishment Hierarchies ...................................................................................................................14-10 Headquarters Hierarchy for Multi-Establishment Companies.......................................................................14-12 Headquarters for Multi-Establishment Companies........................................................................................14-14

Defining Organization Information for Government Mandated Reporting ..............................................15-1 Defining Organization Information for Government Mandated Reporting ...................................................15-2 Mandated Government Reports .....................................................................................................................15-3 Reporting Categories and Statuses ................................................................................................................15-4 Classifying Organizations as GREs...............................................................................................................15-5 Classifying Organizations as Reporting Establishments ...............................................................................15-6 Overriding Establishment Hierarchies...........................................................................................................15-7 Classifying an Organization as the Corporate Headquarters .........................................................................15-8 Setting Up Non-AAP Establishment Hierarchies ..........................................................................................15-9 AAP Reporting ..............................................................................................................................................15-10 AAP Establishment Hierarchies ....................................................................................................................15-11 EEO-1 Reporting Checklist ...........................................................................................................................15-12 AAP Reporting Checklist ..............................................................................................................................15-13 VETS-100 Reporting Checklist .....................................................................................................................15-14 ADA Reporting .............................................................................................................................................15-15 ADA Requests for Accommodation .............................................................................................................15-16 OSHA Recording Information.......................................................................................................................15-17 Practice Classifying HR Organizations .........................................................................................................15-18

Representing Grades and their Relationship to Pay.....................................................................................16-1 Representing Grades and their Relationship to Pay.......................................................................................16-2 Topics ............................................................................................................................................................16-3 Module Overview..........................................................................................................................................16-4 Grades............................................................................................................................................................16-5 Grade Key Flexfield ......................................................................................................................................16-6 Grade Key Flexfield Structure Simple or Complex.......................................................................................16-7 Grade Key Flexfield Checklist ......................................................................................................................16-8 Practice: Define a Grade Structure ...............................................................................................................16-9 Practice: Define Grades .................................................................................................................................16-10 Defining Grade Rates and Pay Scales............................................................................................................16-11 Grades and Pay Direct or Indirect .................................................................................................................16-12 Grade Rates ...................................................................................................................................................16-13 Practice: Define a Grade Rate Table.............................................................................................................16-14 Pay Scales......................................................................................................................................................16-15 Pay Scale Characteristics...............................................................................................................................16-16 Pay Scales......................................................................................................................................................16-17 Pay Scale Checklist .......................................................................................................................................16-18 Practice: Define a Pay Scale ..........................................................................................................................16-19

Representing Jobs and Positions ....................................................................................................................17-1 Representing Jobs and Positions....................................................................................................................17-2 Topics ............................................................................................................................................................17-3 Module Overview..........................................................................................................................................17-4

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Representing Jobs and Positions....................................................................................................................17-5 Jobs and Positions..........................................................................................................................................17-6 Using Jobs or Positions..................................................................................................................................17-7 Additional Information for Jobs and Positions ..............................................................................................17-8 Jobs................................................................................................................................................................17-9 Job Groups.....................................................................................................................................................17-10 Job Groups and Supplementary Roles ...........................................................................................................17-11 Job Key Flexfield ..........................................................................................................................................17-12 Job Key Flexfield Checklist...........................................................................................................................17-13 Job Key Flexfield Structure Simple or Complex...........................................................................................17-14 Practice: Define Job Structure and Jobs .......................................................................................................17-15 Practice:Create a Job Group ..........................................................................................................................17-16

Representing Positions ....................................................................................................................................18-1 Representing Positions ..................................................................................................................................18-2 Positions ........................................................................................................................................................18-3 Position Key Flexfield ...................................................................................................................................18-5 Key Flexfield Structure .................................................................................................................................18-7 Practice: Define Position Structure and Positions ........................................................................................18-9 Position Hiring Status Special Considerations ..............................................................................................18-10

Position Hierarchies ........................................................................................................................................19-1 Position Hierarchies.......................................................................................................................................19-2 Position Hierarchy - Example........................................................................................................................19-4 Defining and Changing Position Hierarchies ................................................................................................19-5 Hierarchy Diagrammers ................................................................................................................................19-6 Practice: Using the Graphical Diagrammers.................................................................................................19-7 Additional Information for Jobs and Positions ..............................................................................................19-8 Work Choices ................................................................................................................................................19-9 Practice: Entering Work Choice Information ..............................................................................................19-10 Changing Job and Position Definitions .........................................................................................................19-11 Changing Definitions.....................................................................................................................................19-12 Changing Details ...........................................................................................................................................19-13 Practice: Job and Position windows Demo...................................................................................................19-14

Mass Move Updates.........................................................................................................................................20-1 Mass Move Updates ......................................................................................................................................20-2 Overview .......................................................................................................................................................20-3 Reorganization...............................................................................................................................................20-4 Moving Assignments.....................................................................................................................................20-5 Considerations Before a Mass Move .............................................................................................................20-6 Practice: Mass Moves....................................................................................................................................20-8

Setting up Workers Compensation ................................................................................................................21-1 Setting Up Workers Compensation (U.S.).....................................................................................................21-2 Module Overview..........................................................................................................................................21-3 WC Insurers...................................................................................................................................................21-4 WC Codes and Rates .....................................................................................................................................21-5 Workers' Compensation Liability ..................................................................................................................21-6 Additional Elements/Modifications Required ...............................................................................................21-7 Practice: Workers Compensation Codes and Rates ......................................................................................21-8

Work Structures ..............................................................................................................................................22-1 Work Structures.............................................................................................................................................22-2 Modules .........................................................................................................................................................22-3 Summary........................................................................................................................................................22-4

Defining Common Data Instructor Demonstrations and Practice Solutions .............................................23-1 Defining Common Data Instructor Demonstrations and Practice Solutions..................................................23-2 Instructor Demonstration...............................................................................................................................23-3

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Instructor Demonstration and Practice Solution ............................................................................................23-4 Instructor Demonstration...............................................................................................................................23-8 Instructor Demonstration and Practice Solution ............................................................................................23-9 Practice ..........................................................................................................................................................23-13 Practice Solution............................................................................................................................................23-14 Practice Questions .........................................................................................................................................23-15 Practice Solutions ..........................................................................................................................................23-16 Instructor Demonstration...............................................................................................................................23-17 Instructor Demonstration and Practice Solution ............................................................................................23-18 Instructor Demonstration...............................................................................................................................23-20 Instructor Demonstration and Practice Solution ............................................................................................23-21 Work Structures Case Study..........................................................................................................................23-22 Business Scenario Questions (US) ................................................................................................................23-26 Business Scenario (US) Solution...................................................................................................................23-27 Business Scenario Questions (UK)................................................................................................................23-28 Business Scenario (UK) Solution ..................................................................................................................23-29

Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions...........................................................................................................................................................................24-1

Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions.......................................................................................................................................................................24-2 Instructor Demonstration (US) ......................................................................................................................24-3 Instructor Demonstration and Practice Solution ............................................................................................24-4 Instructor Demonstration...............................................................................................................................24-6 Instructor Demonstration and Practice Solution ............................................................................................24-7 Instructor Demonstration...............................................................................................................................24-10 Instructor Demonstration and Practice Solution ............................................................................................24-11 Instructor Demonstration...............................................................................................................................24-12 Instructor Demonstration and Practice Solution ............................................................................................24-13 Instructor Demonstration...............................................................................................................................24-15 Instructor Demonstration and Practice Solution ............................................................................................24-16 Instructor Demonstration...............................................................................................................................24-18 Instructor Demonstration and Practice Solution ............................................................................................24-19 Instructor Demonstration (UK)......................................................................................................................24-20 Instructor Demonstration and Practice Solution ............................................................................................24-21 Instructor Demonstration...............................................................................................................................24-23 Instructor Demonstration and Practice Solution ............................................................................................24-24 Instructor Demonstration...............................................................................................................................24-27 Instructor Demonstration and Practice Solution ............................................................................................24-28 Instructor Demonstration...............................................................................................................................24-29 Instructor Demonstration and Practice Solution ............................................................................................24-30 Instructor Demonstration...............................................................................................................................24-31 Instructor Demonstration and Practice Solution ............................................................................................24-32 Instructor Demonstration...............................................................................................................................24-33 Instructor Demonstration and Practice Solution ............................................................................................24-34 Instructor Demonstration...............................................................................................................................24-35

Representing Financial Reporting Structures Instructor Demonstrations and Practice Solutions .........25-1 Representing Financial Reporting Structures Instructor Demonstrations and Practice Solutions .................25-2 Instructor Demonstration...............................................................................................................................25-3

Representing Legal and Government Reporting Structures Instructor Demonstrations and Practice Solutions...........................................................................................................................................................................26-1

Representing Legal and Government Reporting Structures Instructor Demonstrations and Practice Solutions.......................................................................................................................................................................26-2 Instructor Demonstration...............................................................................................................................26-3 Instructor Demonstration and Practice Solution ............................................................................................26-4

Costing..............................................................................................................................................................27-1

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Costing...........................................................................................................................................................27-2 Modules .........................................................................................................................................................27-3 Objectives ......................................................................................................................................................27-4

Setting Up the Cost Allocation Key Flexfield ................................................................................................28-1 Setting Up the Cost Allocation Key Flexfield ...............................................................................................28-2 Parallel Reporting Structures HR and GL .....................................................................................................28-3 Parallel Reporting Structures Similar but Not the Same................................................................................28-4 Costing in HRMS ..........................................................................................................................................28-5 The Oracle HRMS Costing Solution .............................................................................................................28-7 Cost Allocation Setup Headings and Levels..................................................................................................28-8 Cost Allocation Key Flexfield .......................................................................................................................28-9 Multi-Company and Multi-National Mapping Options .................................................................................28-10 Setting Up the Cost Allocation Key Flexfield ...............................................................................................28-11 Practice: Defining the Cost Allocation Key Flexfield ..................................................................................28-13

Allocating Cost Details ....................................................................................................................................29-1 Allocating Cost Details..................................................................................................................................29-2 Mapping Cost Segments to GL Segments .....................................................................................................29-3 Cost Allocation Entry Levels.........................................................................................................................29-5 Suspense Codes and Balancing Values .........................................................................................................29-6 Costable Types on Element Links .................................................................................................................29-7 Payroll Level Costs Special Factors ..............................................................................................................29-8 Element Link Level Special Factors..............................................................................................................29-9 Element Link Level Special Factors for Benefits .........................................................................................29-10 Assignment Level Special Factors................................................................................................................29-11 Element Entry Level Special Factors............................................................................................................29-12 Payroll Processing Processing Overview ......................................................................................................29-13 Costing Processes in Oracle Payroll ..............................................................................................................29-14 Demonstration: Entering Cost Details ...........................................................................................................29-15

Costing Tax Information (UK) .......................................................................................................................30-1 Costing Tax Information (UK) ......................................................................................................................30-2 Tax Considerations Costing All Taxes by Tax Type.....................................................................................30-3

Costing Tax Information (US)........................................................................................................................31-1 Costing Tax Information (US).......................................................................................................................31-2 Tax Considerations Costing All Taxes by Tax Type.....................................................................................31-3 Costing State and Local Taxes by Jurisdiction ..............................................................................................31-4

Costing..............................................................................................................................................................32-1 Costing...........................................................................................................................................................32-2 Summary........................................................................................................................................................32-3

Costing - Instructor Demonstrations and Practice Solutions ......................................................................33-1 Instructor Demonstration and Practice ..........................................................................................................33-2 Instructor Demonstration and Practice Solution ............................................................................................33-5 Instructor Demonstration...............................................................................................................................33-9

Modeling the Employment Relationship .......................................................................................................34-1 Modeling the Employment Relationship .......................................................................................................34-2 Objectives ......................................................................................................................................................34-3 Modules .........................................................................................................................................................34-4

Introducing Employment Relationships........................................................................................................35-1 Introducing Employment Relationships ........................................................................................................35-2 Topics ............................................................................................................................................................35-3 Introducing Employment Relationships ........................................................................................................35-4 Overview .......................................................................................................................................................35-5 Integrated Business Processes for HR Management......................................................................................35-6 Hiring and Deploying People ........................................................................................................................35-7

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Entering and Changing Personal Information................................................................................................35-8 Identifying Employees...................................................................................................................................35-10 Person Types .................................................................................................................................................35-11 Addresses for Employees ..............................................................................................................................35-12 Personal Development and Deployment Options ..........................................................................................35-13 Displaying Personal Information...................................................................................................................35-15

Modeling the Employment Relationship .......................................................................................................36-1 Modeling the Employment Relationship .......................................................................................................36-2 Employment Relationship and Work Related Information...........................................................................36-4 Employment Relationships and Assignments...............................................................................................36-5 Assignments in Oracle HRMS.......................................................................................................................36-6 Employees and Assignments .........................................................................................................................36-7 Single Assignments in Oracle HRMS ...........................................................................................................36-8 Employees and Assignments .........................................................................................................................36-9 Periods of Service and Multiple Assignments ...............................................................................................36-10 Assignment Statuses ......................................................................................................................................36-13 Tracking Changes to an Assignment .............................................................................................................36-14 Ending Assignments ......................................................................................................................................36-15 Terminating Employees.................................................................................................................................36-16 Employees and Assignments .........................................................................................................................36-17

Representing the Workforce...........................................................................................................................37-1 Representing the Workforce ..........................................................................................................................37-2 Topics ............................................................................................................................................................37-3 Module Overview..........................................................................................................................................37-4 Representing the Workforce ..........................................................................................................................37-5 Person Types Overview.................................................................................................................................37-6 System and User Person Types......................................................................................................................37-7 Predefined System and User Person Types ...................................................................................................37-10 Person Types for Benefits..............................................................................................................................37-11 Benefits User Person Types...........................................................................................................................37-12 Practice: Define Person Types.......................................................................................................................37-13

Defining Collective Agreements, Bargaining Units and Contracts .............................................................38-1 Defining Collective Agreements, Bargaining Units and Contracts ...............................................................38-2 Overview .......................................................................................................................................................38-3 Bargaining Units............................................................................................................................................38-4 Bargaining unit ..............................................................................................................................................38-5 Practice: Defining Bargaining Units..............................................................................................................38-6 Collective Agreements ..................................................................................................................................38-7 Defining Collective Agreements ...................................................................................................................38-9 Collective Agreement Grades........................................................................................................................38-10 Practice: Define Bargaining Unit and Employer ...........................................................................................38-11 Practice: Define Collective Agreements........................................................................................................38-12 Contracts........................................................................................................................................................38-13 Contract Statuses ...........................................................................................................................................38-15 Generating and Printing Contracts.................................................................................................................38-16 Practice: Enter Contract Details.....................................................................................................................38-17

Defining Employee Assignment Statuses .......................................................................................................39-1 Defining Employee Assignment Statuses......................................................................................................39-2 Overview .......................................................................................................................................................39-3 Assignment Statuses ......................................................................................................................................39-5 Primary Assignment Statuses ........................................................................................................................39-7 Secondary Assignment Statuses ....................................................................................................................39-10 Practice: Define Assignment Statuses ...........................................................................................................39-12

Defining the People Group Flexfield..............................................................................................................40-1

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Defining the People Group Key Flexfield .....................................................................................................40-2 Employment Groups......................................................................................................................................40-3 People Group Key Flexfield ..........................................................................................................................40-5 System Definitions ........................................................................................................................................40-6 Making People Group Segments Required....................................................................................................40-9 Practice: People Group Key Flexfield ...........................................................................................................40-11

Managing Employee Information ..................................................................................................................41-1 Managing Employment Information .............................................................................................................41-2 Topics ............................................................................................................................................................41-3 Overview .......................................................................................................................................................41-4 Managing Employee Information..................................................................................................................41-5 Entering Personal Information for a New Person ..........................................................................................41-6 Practice: Hire a New Employee.....................................................................................................................41-10 Supplementary Roles.....................................................................................................................................41-11 People Management Templates .....................................................................................................................41-12 Headcount Report Set....................................................................................................................................41-14

Managing the Employee Assignment.............................................................................................................42-1 Managing the Employee Assignment ............................................................................................................42-2 Changing Assignment Information................................................................................................................42-3 Practice: Promote an Employee.....................................................................................................................42-5 Multiple Assignments for an Employee ........................................................................................................42-6 Practice: Enter a Second Assignment ............................................................................................................42-7 Changing a Secondary Assignment into the Primary Assignment ................................................................42-8 Practice: Changing the Primary Assignment .................................................................................................42-10 Mass Update of Assignments ........................................................................................................................42-11 Demo: Mass Assignment Update ..................................................................................................................42-12

Occupational Health........................................................................................................................................43-1 Occupational Health ......................................................................................................................................43-2 Medical Assessments, Disabilities and Work Incidents ................................................................................43-3 Medical Assessments.....................................................................................................................................43-4 Work Incidents ..............................................................................................................................................43-5 Disabilities.....................................................................................................................................................43-6 Practice: Enter Disability Information...........................................................................................................43-7

Terminating and Re-hiring an Employee......................................................................................................44-1 Terminating and Rehiring an Employee........................................................................................................44-2 Topics ............................................................................................................................................................44-3 Terminating and Rehiring an Employee........................................................................................................44-4 Terminating Employment..............................................................................................................................44-5 Overview .......................................................................................................................................................44-7 Termination Dates .........................................................................................................................................44-8 Practice: Terminating Employment ...............................................................................................................44-9 Terminating a Single Assignment .................................................................................................................44-10 Practice: Terminating One Assignment.........................................................................................................44-11 Cancel Termination Or Rehire.......................................................................................................................44-12 Cancel Termination .......................................................................................................................................44-13 Rehire ............................................................................................................................................................44-14 Practice: Cancelling a Termination................................................................................................................44-15 Practice: Rehire an Employee........................................................................................................................44-16

Modeling the Employment Relationship .......................................................................................................45-1 Modeling the Employment Relationship .......................................................................................................45-2 Summary........................................................................................................................................................45-3

Representing the Workforce Instructor Demonstrations and Practice Solutions .....................................46-1 Instructor Demonstration...............................................................................................................................46-2 Instructor Demonstration and Practice Solution ............................................................................................46-3

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Instructor Demonstration...............................................................................................................................46-4 Instructor Demonstration and Practice Solution ............................................................................................46-5 Instructor Demonstration...............................................................................................................................46-6 Instructor Demonstration and Practice Solution ............................................................................................46-7 Instructor Demonstration...............................................................................................................................46-8 Instructor Demonstration and Practice Solution ............................................................................................46-9 Instructor Demonstration...............................................................................................................................46-10 Instructor Demonstration and Practice Solution ............................................................................................46-12 Instructor Demonstration...............................................................................................................................46-13 Instructor Demonstration and Practice Solution ............................................................................................46-14

Managing Employment Information Instructor Demonstrations and Practice Solutions ........................47-1 Instructor Demonstration...............................................................................................................................47-2 Instructor Demonstration and Practice Solution ............................................................................................47-3 Instructor Demonstration and Practice Solution ............................................................................................47-6 Instructor Demonstration and Practice Solution ............................................................................................47-7

Terminating and Rehiring an Employee Instructor Demonstrations and Practice Solutions ..................48-1 Instructor Demonstration...............................................................................................................................48-2 Instructor Demonstration and Practice Solution ............................................................................................48-3 Instructor Demonstration...............................................................................................................................48-4

Introduction to Compensation and Benefits..................................................................................................49-1 Introduction to Compensation and Benefits ..................................................................................................49-2 Objectives ......................................................................................................................................................49-3 Total Compensation Framework ...................................................................................................................49-4 Oracle HRMS The Basic Information Model................................................................................................49-5 Total Compensation.......................................................................................................................................49-6 Total Compensation Framework Attract - Retain - Motivate ........................................................................49-7 Total Compensation Framework in Oracle HRMS .......................................................................................49-8 Total Compensation Framework ...................................................................................................................49-9 Specific Business Functions Not Just the Framework ...................................................................................49-11 Basic, Standard, or Advanced Benefits 3 Levels of Functionality ................................................................49-12 Administer, Calculate, Pay Payroll Processing.............................................................................................49-13 Oracle Payroll Process Overview ..................................................................................................................49-14 Payroll Gross to Net ......................................................................................................................................49-15 Oracle Payroll Process Overview ..................................................................................................................49-16 Oracle Payroll Prepayments and Payments ...................................................................................................49-17 Oracle Payroll What About Adjustments?.....................................................................................................49-18 Oracle Payroll Process Overview ..................................................................................................................49-19 Time Management.........................................................................................................................................49-20

Overview of Benefits Management ................................................................................................................50-1 Overview of Benefits Management ...............................................................................................................50-2 Benefits Management Overview ...................................................................................................................50-3 Plan Design....................................................................................................................................................50-4 Plan Types Supported....................................................................................................................................50-5 Participation Management .............................................................................................................................50-6 Enrollment Management ...............................................................................................................................50-7 Contribution Management .............................................................................................................................50-8 Distribution Management ..............................................................................................................................50-9 Eligibility Profiles Reusable Definitions .......................................................................................................50-10 Life Event Management Advanced Benefits ................................................................................................50-11 Standard Processes in Oracle HR ..................................................................................................................50-12 Standard Processes in Oracle HR (US)..........................................................................................................50-13 Advanced Benefits Processes ........................................................................................................................50-14 Life Event Management ................................................................................................................................50-15 Life Event Management Processes ................................................................................................................50-16 Eligibility Management Processes.................................................................................................................50-17

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Enrollment Cycle Automation Processes ......................................................................................................50-18 Elements in Oracle HRMS..............................................................................................................................51-1

Elements in Oracle HRMS ............................................................................................................................51-2 Earnings, Deductions & Benefits ..................................................................................................................51-3 Elements in Oracle HRMS The Building Blocks ..........................................................................................51-4 How it works - 1 Define Elements ...............................................................................................................51-6 Defining Elements Key Attributes.................................................................................................................51-7 Recurring and Nonrecurring Types of Element.............................................................................................51-8 How it works - 2 Define Links ......................................................................................................................51-9 Element Links................................................................................................................................................51-10 Element Links Basic Eligibility Rules For Elements ....................................................................................51-11 How it works - 3 Enter Values ......................................................................................................................51-12 How it works - 4 Benefits Administration.....................................................................................................51-13 Element Entries and Processing.....................................................................................................................51-14 How it works - 5 Payroll Processing ............................................................................................................51-15 Predefined Elements ......................................................................................................................................51-17

Total Compensation Elements for Payroll (US)............................................................................................52-1 Total Compensation Elements Setup for Payroll (US) .................................................................................52-2 Objectives ......................................................................................................................................................52-3 Introduction ...................................................................................................................................................52-4 Earnings, Deductions, & Benefits .................................................................................................................52-5 Elements, Formulas, and Balances ................................................................................................................52-6 Designing Elements.......................................................................................................................................52-7

Understanding Element Classifications .........................................................................................................53-1 Understanding Element Classifications .........................................................................................................53-2 Element Classifications Overview.................................................................................................................53-3 Primary Classifications..................................................................................................................................53-4 Primary Classifications and Costing Options ................................................................................................53-6 Secondary Classifications..............................................................................................................................53-7 Predefined Secondary Classifications............................................................................................................53-8 Balance Feeds and Element Classifications...................................................................................................53-9

Defining Elements............................................................................................................................................54-1 Defining Elements .........................................................................................................................................54-2 Elements in Oracle HRMS Common Building Blocks.................................................................................54-3 Defining Elements .........................................................................................................................................54-4 Three Steps to Set Up an Element .................................................................................................................54-5 Element Definitions.......................................................................................................................................54-6 Processing Priority.........................................................................................................................................54-7 Recurring and Nonrecurring Element Types .................................................................................................54-8 Comparing Recurring and Nonrecurring Types ............................................................................................54-9 Other Processing Options ..............................................................................................................................54-10 Termination Processing Rules .......................................................................................................................54-11 Input and Output Currencies..........................................................................................................................54-12 Elements and Input Values ............................................................................................................................54-13 Input Value Example .....................................................................................................................................54-14 Processing Input Values ................................................................................................................................54-15 Pay Value.......................................................................................................................................................54-16 Using the Pay Value ......................................................................................................................................54-17 Practice: Defining Elements ..........................................................................................................................54-18

Initiating Earnings and Deductions ...............................................................................................................55-1 Initiating Earnings and Deductions................................................................................................................55-2 Predefined Earning Types..............................................................................................................................55-3 Hours Worked and Non-Worked Hours ........................................................................................................55-4 Initiating Earnings and Deductions................................................................................................................55-5

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Generated Components..................................................................................................................................55-6 Initiating an Earnings Type ...........................................................................................................................55-12 Earnings by Hourly Rate ...............................................................................................................................55-13 Practice Initiating an Earnings Type..............................................................................................................55-14 Initiating a Deduction ....................................................................................................................................55-15 Start Rules .....................................................................................................................................................55-16 Stop Rules......................................................................................................................................................55-17 Amount Rules................................................................................................................................................55-18 Practice Initiating a Deduction ......................................................................................................................55-19 Configuring Generated Components .............................................................................................................55-20

Controlling the Frequency of Processing an Element ..................................................................................56-1 Controlling the Frequency of Processing an Element....................................................................................56-2 Overview .......................................................................................................................................................56-3 Frequency Rules ............................................................................................................................................56-4 Practice Defining Frequency Rules ...............................................................................................................56-5 Skip Rule Formulas .......................................................................................................................................56-6 Practice Writing a Skip Rule Formula...........................................................................................................56-7

Controlling Eligibility and Costing for Elements .........................................................................................57-1 Element Links................................................................................................................................................57-3 Element Links Basic Eligibility Rules For Elements ....................................................................................57-4 Multiple Eligibility Rules ..............................................................................................................................57-5 Changes to Assignment Impact on Entries ....................................................................................................57-6 Element Links and Costing Rules..................................................................................................................57-7 Eligibility Profiles in Standard and Advanced Benefits ................................................................................57-8 Benefit Element Links ...................................................................................................................................57-9 Practice Creating an Element Link ................................................................................................................57-10

Planning Methods of Entry.............................................................................................................................58-1 Planning Methods of Entry............................................................................................................................58-2 Element Entry Method Types........................................................................................................................58-3 Automatic Entry of Elements ........................................................................................................................58-4 Batch Element Entry BEE ............................................................................................................................58-5 BEE Examples...............................................................................................................................................58-7 Manual Entry of Elements .............................................................................................................................58-8 Salary Administration Window .....................................................................................................................58-9 Absence Detail Window................................................................................................................................58-10 Practice Making an Element Entry ................................................................................................................58-11 Security in Element Entries Windows ...........................................................................................................58-12

Controlling Element Entry Values.................................................................................................................59-1 Controlling Element Entry Values.................................................................................................................59-2 Overview .......................................................................................................................................................59-3 Defaults .........................................................................................................................................................59-4 Default Entries on Links................................................................................................................................59-5 Hot Default ....................................................................................................................................................59-6 Practice Defining Limits on Entry Values .....................................................................................................59-7 Formula Validation........................................................................................................................................59-8 Example Validation Formula.........................................................................................................................59-9 Formula Validation........................................................................................................................................59-10 Practice Defining Formula Rules on Entry Values........................................................................................59-11

Writing Formulas ............................................................................................................................................60-1 Writing Formulas...........................................................................................................................................60-2 Types of Formulas .........................................................................................................................................60-3 Writing Formulas...........................................................................................................................................60-4 Input Values from Elements Inputs are … ...................................................................................................60-5 Easy Access to Data in Formulas ..................................................................................................................60-6

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Easy to Return Formula Results ....................................................................................................................60-7 Formula Statements .......................................................................................................................................60-8 Element Input Values ....................................................................................................................................60-9 Inputs Statement ............................................................................................................................................60-10 Multiple Input Values....................................................................................................................................60-12 Setting Default Values...................................................................................................................................60-13 Checking Default Values...............................................................................................................................60-14 Types of Input................................................................................................................................................60-15 Database Items...............................................................................................................................................60-16 Global Values ................................................................................................................................................60-17 Aliases ...........................................................................................................................................................60-18 IF Statement...................................................................................................................................................60-19 The Return Statement ....................................................................................................................................60-20 Returned Results............................................................................................................................................60-21 Functions .......................................................................................................................................................60-22 Functions Example ........................................................................................................................................60-23 Practice Writing a Formula............................................................................................................................60-24

Defining Formula Results and Processing Rules ..........................................................................................61-1 Overview .......................................................................................................................................................61-3 Formula Processing Rules .............................................................................................................................61-4 Formula Result Types....................................................................................................................................61-6 Practice: Creating Formula Rules ..................................................................................................................61-8

Understanding Payroll Balances ....................................................................................................................62-1 Understanding Payroll Balances....................................................................................................................62-2 Overview .......................................................................................................................................................62-3 Balances.........................................................................................................................................................62-4 Balance Feeds................................................................................................................................................62-5 Balance Dimensions ......................................................................................................................................62-6 Predefined Balance Dimensions ....................................................................................................................62-7 Example of a Defined Balance ......................................................................................................................62-8 Accessing a Balance in a Formula.................................................................................................................62-9 Defining Balances Feeds ...............................................................................................................................62-10 Defining Feeds Using Element Classifications..............................................................................................62-11 Creating Individual Balance Feeds................................................................................................................62-12 Defining Balance Feeds.................................................................................................................................62-13 Practice: Defining a Balance .........................................................................................................................62-14

Design Methodology ........................................................................................................................................63-1 Design Methodology .....................................................................................................................................63-2 Designing Elements and Formulas ................................................................................................................63-3 Overview .......................................................................................................................................................63-4 Representing An Element and Formula A Simple Example.........................................................................63-5 Represent Elements and Formula Results See The Whole Picture...............................................................63-6 Represent Formula Calculations Flowcharts .................................................................................................63-7 Where Do I Start? Begin at the End ..............................................................................................................63-8 Inputs, Outputs and Calculations...................................................................................................................63-9 Example Design for Payroll Overtime...........................................................................................................63-10 Example Design for Payroll Define Requirements and Make Decisions ......................................................63-11 Example Design DT - Double Overtime .......................................................................................................63-12 Example Design for Payroll STO - Straight Overtime ..................................................................................63-13 Straight Overtime- Details.............................................................................................................................63-14 Example Design Premium OT - Premium Overtime .....................................................................................63-15 Premium Overtime - Details..........................................................................................................................63-16 Setup Steps When you know what you want to do........................................................................................63-17 Module Summary ..........................................................................................................................................63-18

Total Compensation Elements for Payroll (US) - Instructor Demoinstrations and Practice Solutions ...64-1

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Practice: Defining Elements ..........................................................................................................................64-2 Solution: Defining Elements..........................................................................................................................64-3 Practice: Initiating an Earnings Type.............................................................................................................64-4 Solution: Initiating an Earnings Type............................................................................................................64-5 Practice: Initiating a Deduction .....................................................................................................................64-9 Solution: Initiating a Deduction.....................................................................................................................64-10 Practice: Defining Frequency Rules ..............................................................................................................64-14 Solution: Defining Frequency Rules..............................................................................................................64-15 Practice: Writing a Skip Rule Formula..........................................................................................................64-16 Solution: Writing a Skip Rule Formula .........................................................................................................64-17 Practice: Creating an Element Link ...............................................................................................................64-19 Solution: Creating an Element Link ..............................................................................................................64-20 Practice: Making an Element Entry ...............................................................................................................64-22 Solution: Making an Element Entry ..............................................................................................................64-23 Practice: Defining Limits on Entry Values....................................................................................................64-25 Solution: Defining Limits on Entry Values ...................................................................................................64-26 Practice: Defining Formula Rules on Entry Values.......................................................................................64-28 Solution: Defining Formula Rules on Entry Values ......................................................................................64-29 Practice: Writing a Formula...........................................................................................................................64-32 Solution: Writing a Formula..........................................................................................................................64-33 Practice: Creating Formula Rules ..................................................................................................................64-34 Solution: Creating Formula Rules .................................................................................................................64-35 Practice: Defining a Balance .........................................................................................................................64-36 Solution: Defining a Balance.........................................................................................................................64-37

Salary Administration.....................................................................................................................................65-1 Salary Administration....................................................................................................................................65-2 Topics ............................................................................................................................................................65-3 Introduction ...................................................................................................................................................65-4 Implementing Salary Administration.............................................................................................................65-5 Salary Administration....................................................................................................................................65-7 Practice: Introducing the Salary Administration window..............................................................................65-9 Defining Salary Administration.....................................................................................................................65-10 Salary Elements .............................................................................................................................................65-11 Defining Salary Elements ..............................................................................................................................65-12 Validating Salary Entries...............................................................................................................................65-13 Linking Salary Elements ...............................................................................................................................65-14 Practice: Creating and Linking Salary Elements ...........................................................................................65-16 Salary Basis ...................................................................................................................................................65-17 Practice: Defining the Salary Basis ...............................................................................................................65-18

Administering Salary Changes.......................................................................................................................66-1 Administering Salary Changes ......................................................................................................................66-2 Salary Components........................................................................................................................................66-4 Using Salary Components .............................................................................................................................66-5 10 Predefined Salary Component Lookups ...................................................................................................66-6 Practice: Defining Salary Components..........................................................................................................66-7 Salary Approval Authority ............................................................................................................................66-8 Practice: Add the Salary Approval Function to the HRMS Navigator Menu................................................66-9

Using Salary Administration ..........................................................................................................................67-1 Using Salary Administration .........................................................................................................................67-2 Assign Salary Basis .......................................................................................................................................67-4 Entering and Proposing Salaries ....................................................................................................................67-5 Correcting Salaries ........................................................................................................................................67-6 Practice: Assigning, Entering and Approving a Salary Basis ........................................................................67-7 Practice: Proposing Salary Changes ..............................................................................................................67-8 Salary History Window and Salary Review Report ......................................................................................67-9

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Practice: Reviewing Current Salaries and Salary History .............................................................................67-10 Using the Salary Management Folder ...........................................................................................................67-11 Application Data Exchange ...........................................................................................................................67-12

Performing Salary Surveys.............................................................................................................................68-1 Performing Salary Surveys ............................................................................................................................68-2 Setting Up Salary Surveys .............................................................................................................................68-4 Salary Surveys ...............................................................................................................................................68-5 Salary Survey Identifier.................................................................................................................................68-6 Practice: Entering Data into Lookup Types...................................................................................................68-8 Entering Salary Surveys ................................................................................................................................68-9 Practice: Entering Salary Surveys .................................................................................................................68-12 Mapping Salary Survey Lines .......................................................................................................................68-13 Practice: Mapping Salary Surveys to Jobs.....................................................................................................68-14 Summary........................................................................................................................................................68-15

Implementing Salary Administration - Practice Details and Solutions ......................................................69-1 Practice: Introducing the Salary Administration Window.............................................................................69-2 Solution: Introducing the Salary Administration Window ............................................................................69-3 Solution: Creating and Linking Salary Elements...........................................................................................69-5 Practice: Defining the Salary Basis ...............................................................................................................69-7 Solution: Defining the Salary Basis...............................................................................................................69-8

Administering Salary Changes - Practice Details and Solutions .................................................................70-1 Practice: Defining Salary Components..........................................................................................................70-2 Solution: Defining Salary Components .........................................................................................................70-3 Practice: Add the Salary Approval Function to the HRMS Navigator Menu................................................70-4 Solution: Add the Salary Approval Function to the HRMS Navigator Menu ...............................................70-5

Using Salary Administration - Practice Details and Solutions ....................................................................71-1 Practice: Assigning, Entering and Approving a Salary Basis ........................................................................71-2 Solution: Assigning, Entering and Approving a Salary Basis .......................................................................71-3 Practice: Proposing Salary Changes ..............................................................................................................71-5 Solution: Proposing Salary Changes..............................................................................................................71-6 Practice: Reviewing Current Salaries and Salary History .............................................................................71-8 Solution: Reviewing Current Salaries and Salary History.............................................................................71-9

Performing Salary Surveys - Practice Details and Solutions .......................................................................72-1 Practice: Entering Data into Lookup Types...................................................................................................72-2 Solution: Entering Data into Lookup Types ..................................................................................................72-3 Practice: Entering Salary Surveys .................................................................................................................72-5 Solution: Entering Salary Surveys.................................................................................................................72-6 Practice: Mapping Salary Surveys to Jobs.....................................................................................................72-7 Solution: Mapping Salary Surveys to Jobs ....................................................................................................72-8

Absence Management and Paid Time Off (PTO) Accruals .........................................................................73-1 Absence Management and PTO Accruals .....................................................................................................73-2 Modules .........................................................................................................................................................73-3 Absence Management and PTO Accruals .....................................................................................................73-4 Objectives ......................................................................................................................................................73-5

Setting up Absence Management ...................................................................................................................74-1 Absence Management....................................................................................................................................74-2 Introduction ...................................................................................................................................................74-3 Topics ............................................................................................................................................................74-4 Setting Up Absence Management .................................................................................................................74-5 Absence Management Components...............................................................................................................74-6 Setting Up Absence Management .................................................................................................................74-8 Absence Element Definition..........................................................................................................................74-9 Absence Types and Balances.........................................................................................................................74-10

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Practice: Adding Lookup Values...................................................................................................................74-11 Practice: Defining and Linking Absence Elements .......................................................................................74-12 Practice: Defining an Absence Type .............................................................................................................74-13 Paying for Absences ......................................................................................................................................74-14

Managing Absences .........................................................................................................................................75-1 Managing Absences.......................................................................................................................................75-2 Absence Detail Window................................................................................................................................75-4 Batch Element Entry......................................................................................................................................75-5 Element Entry................................................................................................................................................75-6 Validation for Absence Entries......................................................................................................................75-7 Validating Absence Duration ........................................................................................................................75-8 Absence Duration Formulas ..........................................................................................................................75-9 Absence Duration Formulas for Business Groups.........................................................................................75-10 Practice: Recording Absences .......................................................................................................................75-11 View Absence History Window ....................................................................................................................75-12 List Employees by Absence Type Window...................................................................................................75-13 Absences Report ............................................................................................................................................75-14 Practice: Viewing Absence Information........................................................................................................75-15 Practice: Reporting Absence Information......................................................................................................75-16 Summary........................................................................................................................................................75-17

PTO Accrual Plans ..........................................................................................................................................76-1 PTO Accrual Plans ........................................................................................................................................76-2 Introduction ...................................................................................................................................................76-3 Topics ............................................................................................................................................................76-4 Understanding the Accrual Plan Structure.....................................................................................................76-5 Accrual Plan Structure...................................................................................................................................76-6 PTO Accrual Plan Rules................................................................................................................................76-7 Accrual Calculations......................................................................................................................................76-9 Net Accrual Calculation ................................................................................................................................76-11 When Accruals are Calculated.......................................................................................................................76-12 Formulas Used for Accrual Plans ..................................................................................................................76-13 Elements Used for Accrual Plans ..................................................................................................................76-16 Element Links for Accrual Plans ...................................................................................................................76-17 Accrual Balance Maintained By Payroll Run................................................................................................76-18

Setting Up PTO Accrual Plans .......................................................................................................................77-1 Setting Up PTO Accrual Plans ......................................................................................................................77-2 Accrual Start Date for New Hires..................................................................................................................77-4 Period of Ineligibility.....................................................................................................................................77-5 BEE and the Ineligibility Period....................................................................................................................77-6 Length of Service Bands................................................................................................................................77-7 PTO Accrual Plan Setup Steps ......................................................................................................................77-8 Defining PTO Accrual Plans .........................................................................................................................77-14 Practice: Defining PTO Accrual Plans ..........................................................................................................77-15

Administering Accrual Plans..........................................................................................................................78-1 Administering Accrual Plans.........................................................................................................................78-2 Enrolling Employees in Accrual Plans ..........................................................................................................78-4 Continuous Service Date ...............................................................................................................................78-5 Practice: Enrolling in an Accrual Plan...........................................................................................................78-6 Recording Accrued Time Taken....................................................................................................................78-7 Practice: Entering Absences ..........................................................................................................................78-9 Viewing Accrual Information........................................................................................................................78-10 Practice: Viewing Accrual Information.........................................................................................................78-11 Carry Over Process........................................................................................................................................78-12 When To Run The Process ............................................................................................................................78-15 Practice: Running the PTO Carry Over Process ...........................................................................................78-16

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Adapting the Predefined Accrual Formulas..................................................................................................79-1 Adapting the Predefined Accrual Formulas...................................................................................................79-2 Accrual Formulas ..........................................................................................................................................79-3 Formula Types: Accrual Formula..................................................................................................................79-4 Formula Types: Accrual Sub Formula...........................................................................................................79-5 Formula Types: Carry Over Formula ............................................................................................................79-6 Formula Types: Ineligibility Formula............................................................................................................79-7 Predefined Formulas: PTO_PAYROLL_BALANCE_CALCULATION.....................................................79-8 Predefined Formulas: PTO_PAYROLL_CARRYOVER .............................................................................79-9 Predefined Formulas: PTO_SIMPLE_BALANCE_MULTIPLIER..............................................................79-10 Predefined Formulas: PTO_SIMPLE_CARRYOVER..................................................................................79-11 Predefined Formulas: PTO_ROLLING_ACCRUAL....................................................................................79-12 Predefined Formulas: PTO_HD_ANNIVERSARY_BALANCE .................................................................79-13 Predefined Formulas: PTO_HD_ANNIVERSARY_CARRYOVER............................................................79-14 Changing and Adding Formula Rules ...........................................................................................................79-15 Example of Changing Rules ..........................................................................................................................79-18 Practice: Creating Accrual Formulas.............................................................................................................79-19

Changing the Net Calculation Rules ..............................................................................................................80-1 Changing Net Calculation Rules ...................................................................................................................80-2 Default Net Calculation Rules .......................................................................................................................80-3 How to Modify Net Calculation Rules ..........................................................................................................80-4 Creating Additional Elements........................................................................................................................80-5 Practice: Creating and Linking Additional Accrual Elements.......................................................................80-6 Practice: Adding an Additional Accrual Element to the Net Calculation Rules...........................................80-7 Summary........................................................................................................................................................80-8

Absence Management and PTO Accruals .....................................................................................................81-1 Absence Management and PTO Accruals .....................................................................................................81-2 Module Summary ..........................................................................................................................................81-3 Summary........................................................................................................................................................81-4

Absence Management - Practice Details and Solutions................................................................................82-1 Practice: Adding Lookup Values...................................................................................................................82-2 Solution: Adding Lookup Values ..................................................................................................................82-3 Practice: Defining and Linking Absence Elements .......................................................................................82-5 Solution: Defining and Linking Absence Elements.......................................................................................82-6 Practice: Defining an Absence Type .............................................................................................................82-7 Solution: Defining an Absence Type.............................................................................................................82-8

Managing Absences - Practice Details and Solutions ...................................................................................83-1 Practice: Recording Absences .......................................................................................................................83-2 Solution: Recording Absences.......................................................................................................................83-3 Practice: Viewing Absence Information........................................................................................................83-4 Solution: Viewing Absence Information .......................................................................................................83-5 Practice: Reporting Absence Information......................................................................................................83-6

Setting Up PTO Accrual Plans - Practice Details and Solutions .................................................................84-1 Practice: Defining PTO Accrual Plans ..........................................................................................................84-2 Solution: Defining PTO Accrual Plans..........................................................................................................84-3

Administering Accrual Plans - Practice Details and Solutions....................................................................85-1 Practice: Enrolling in an Accrual Plan...........................................................................................................85-2 Solution: Enrolling in an Accrual Plan ..........................................................................................................85-3 Practice: Recording Absences .......................................................................................................................85-4 Solution: Recording Absences.......................................................................................................................85-5 Practice: Viewing Accrual Information.........................................................................................................85-6 Solution: Viewing Accrual Information ........................................................................................................85-7 Practice: Running the PTO Carry Over Process ............................................................................................85-8 Solution: Running the PTO Carry Over Process ...........................................................................................85-9

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Adapting the Predefined Accrual Formulas - Practice Details and Solutions............................................86-1 Practice: Creating Accrual Formulas.............................................................................................................86-2 Solution: Creating Accrual Formulas ............................................................................................................86-3

Changing Net Calculation Rules - Practice Details and Solutions ..............................................................87-1 Practice: Creating and Linking Additional Absence Elements......................................................................87-2 Practice: Adding an Additional Absence Element to the Net Calculation Rules...........................................87-4 Solutions: Adding an Additional Absence Element to the Net Calculation Rules ........................................87-5

Payroll Setup (US) ...........................................................................................................................................88-1 Payroll Setup (US).........................................................................................................................................88-2 Modules .........................................................................................................................................................88-3 Objectives ......................................................................................................................................................88-4

Modeling Payrolls ............................................................................................................................................89-1 Modeling Payrolls..........................................................................................................................................89-2 Topics ............................................................................................................................................................89-3 Payroll Overview...........................................................................................................................................89-4 Setting Up Payment Methods ........................................................................................................................89-6 Valid Payment Methods ................................................................................................................................89-7 Defining Payment Methods ...........................................................................................................................89-10 Currencies......................................................................................................................................................89-11 Practice: Defining Payment Methods ............................................................................................................89-12

Setting Up Payrolls ..........................................................................................................................................90-1 Setting Up Payrolls........................................................................................................................................90-2 Payroll Overview...........................................................................................................................................90-3 Processing Pay Calendars ..............................................................................................................................90-4 Processing Pay The Pay Period Cycle ...........................................................................................................90-5 Processing Pay QuickPay or Batch Process .................................................................................................90-6 Setting Up a Payroll.......................................................................................................................................90-7 Entering Cost Details for a Payroll ................................................................................................................90-9 Practice: Defining a Payroll...........................................................................................................................90-10

Setting Up Employer Tax Information..........................................................................................................91-1 Setting up Employer Tax Information ...........................................................................................................91-2 Topics ............................................................................................................................................................91-3 Understanding Employer Tax Information in Oracle Payroll........................................................................91-4 Employer Tax Introduction............................................................................................................................91-5 Oracle Payroll and Vertex .............................................................................................................................91-6 Entering Tax Information ..............................................................................................................................91-7 Tax Information for GREs Federal, State and Local .....................................................................................91-8 Practice: Entering Tax Rules for a GRE........................................................................................................91-9 GRE Transmitter Setup Introduction.............................................................................................................91-10 Multiple Worksite Reporting Overview ........................................................................................................91-11 Defining Structures for Multiple Worksite Reporting ...................................................................................91-12

Setting up Taxability Rules for Earnings and Deductions...........................................................................92-1 Setting up Taxability Rules for Earnings and Deductions ...........................................................................92-2 Taxability Rules for Regular Earnings ..........................................................................................................92-3 Taxability Rules for Other Earnings..............................................................................................................92-4 Entering Taxability Rules ..............................................................................................................................92-5 Taxability Rules for Pre-Tax Deductions ......................................................................................................92-6 Local Taxability Rules...................................................................................................................................92-7 Practice: Define a New Tax Category ...........................................................................................................92-8

Entering and Calculating FUTA Credits.......................................................................................................93-1 Entering and Calculating FUTA Credits .......................................................................................................93-2 Introduction ...................................................................................................................................................93-3 Calculating FUTA Credits.............................................................................................................................93-4

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Entering FUTA Rates ....................................................................................................................................93-5 Practice: Entering FUTA Tax Rates ..............................................................................................................93-6

Understanding Vertex and Vertex Updates ..................................................................................................94-1 Understanding Vertex and Vertex Updates ...................................................................................................94-2 Vertex Introduction........................................................................................................................................94-3 Vertex License...............................................................................................................................................94-4 Oracle Payroll Tax Rules and Calculations ...................................................................................................94-5 Vertex Element ..............................................................................................................................................94-6

Setting Up Employee Tax Information..........................................................................................................95-1 Setting up Employee Tax Information...........................................................................................................95-2 Topics ............................................................................................................................................................95-3 Entering Employee Tax Rules .......................................................................................................................95-4 Employee Tax Introduction ...........................................................................................................................95-5 Practice: Entering Tax Rules for an Employee..............................................................................................95-9 Practice: Entering an Override for Employee Tax.........................................................................................95-10

Viewing Employee Tax Balances....................................................................................................................96-1 Viewing Employee Tax Balances..................................................................................................................96-2 Introduction ...................................................................................................................................................96-3 Viewing Employee Tax Balances..................................................................................................................96-4 Practice: Viewing Employee Tax Balances...................................................................................................96-5 Employee Tax Balance Summary Window...................................................................................................96-6 Practice: Viewing Employee Tax Balance Summary ....................................................................................96-10

Setting Up Wage Attachments........................................................................................................................97-1 Setting Up Wage Attachments.......................................................................................................................97-2 Topics ............................................................................................................................................................97-3 Creating Wage Attachment Elements............................................................................................................97-4 Wage Attachments Introduction ....................................................................................................................97-5 User Defined Wage Attachments ..................................................................................................................97-7 Wage Attachment Rules ................................................................................................................................97-8 Practice: Creating Wage Attachments ...........................................................................................................97-9

Maintaining Wage Attachments for Employees ...........................................................................................98-1 Maintaining Wage Attachments for Employees ............................................................................................98-2 Entering Wage Attachments For an Employee..............................................................................................98-3 Payee: Organization.......................................................................................................................................98-4 Payee: Person.................................................................................................................................................98-5 Practice: Setting Up a Payee Organization ....................................................................................................98-6 Wage Attachments for an Employee .............................................................................................................98-7 Practice: Entering Third Party Payment Methods .........................................................................................98-8 Entering Wage Attachments for an Employee...............................................................................................98-9 Practice: Entering Wage Attachments for an Employee................................................................................98-10

Producing Checks for Wage Attachments.....................................................................................................99-1 Producing Checks for Wage Attachments .....................................................................................................99-2 Practice: Producing a Third Party Check.......................................................................................................99-6

Payroll Setup (US) ...........................................................................................................................................100-1 Payroll Setup (US).........................................................................................................................................100-2 Module Summary ..........................................................................................................................................100-3 Summary........................................................................................................................................................100-4

Modeling Payroll - Instructor Demonstrations and Practice Solutions ......................................................101-1 Practice: Defining Payment Methods ............................................................................................................101-2 Practice Solution: Defining Payment Methods..............................................................................................101-3 Practice: Defining a Payroll...........................................................................................................................101-6 Practice Solution: Defining a Payroll ............................................................................................................101-7

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11i Oracle HRMS Implement Oracle HR and Payroll (US) Table of Contents xx

Setting Up Employer Tax Information - Instructor Demonstrations and Practice Solutions ..................102-1 Practice: Entering Tax Rules for a GRE........................................................................................................102-2 Practice Solution: Entering Tax Rules for a GRE .........................................................................................102-3 Practice: Define a New Tax Category ...........................................................................................................102-6 Practice Solution: Define a New Tax Category.............................................................................................102-7 Practice: Entering FUTA Tax Rates ..............................................................................................................102-9 Practice Solution: Entering FUTA Tax Rates................................................................................................102-10

Setting Up Employee Tax Information - Instructor Demonstration and Practice Solutions ....................103-1 Practice: Entering Tax Rules for an Employee – Federal Tax Rules.............................................................103-2 Practice Solution: Entering Tax Rules for an Employee – Federal Tax Rules ..............................................103-3 Practice: Entering Tax Rules for an Employee – State Tax Rules.................................................................103-4 Practice Solution: Entering Tax Rules for an Employee – State Tax Rules ..................................................103-5 Practice: Entering Tax Rules for an Employee – Local Tax Rules................................................................103-6 Practice Solution: Entering Tax Rules for an Employee – Local Tax Rules .................................................103-7 Practice: Entering an Override for Employee Tax - Federal and State Tax...................................................103-8 Practice Solution: Entering an Override for Employee Tax – Federal and State Tax....................................103-9 Practice: Entering an Override for Employee Tax – Local Tax.....................................................................103-10 Practice Solution: Entering an Override for Employee Tax – Local Tax ......................................................103-11 Practice: Viewing Employee Tax Balances...................................................................................................103-12 Practice Solution: Viewing Employee Tax Balances ....................................................................................103-13 Practice: Viewing Employee Tax Balance Summary ....................................................................................103-14 Practice Solution: Viewing Employee Tax Balance Summary......................................................................103-15

Setting Up Wage Attachments - Instructor Demonstrations and Practice Solutions ................................104-1 Practice: Creating Wage Attachments ...........................................................................................................104-2 Practice Solution: Creating Wage Attachments.............................................................................................104-3 Practice: Setting Up a Payee Organization ....................................................................................................104-4 Practice Solution: Setting Up a Payee Organization......................................................................................104-5 Practice: Entering Third Party Payment Methods .........................................................................................104-6 Practice Solution: Entering Third Party Payment Methods ...........................................................................104-7 Practice: Entering Wage Attachments for an Employee................................................................................104-8 Practice Solution: Entering Wage Attachments for an Employee .................................................................104-9 Practice: Producing a Third Party Check.......................................................................................................104-10 Practice Solution: Producing a Third Party Check ........................................................................................104-11

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Preface

Profile

Before You Begin This Course

Before you begin this course, you should have the following qualifications:

• Thorough knowledge of navigating within Oracle R11i application and HRMS business requirements within your organization.

• Working experience with the following: − Workstructures − Costings of payrolls − Modeling Employment Relationship − Compensation and Benefits including elements for Payroll − Salary administration and managing absences and paid time off (PTO) accruals − Payroll setup requirements

Prerequisites

• Total View in Oracle HRMS 14552GC10 (ILT) or eclass

• Understanding your own organizations business functions and procedures.

How This Course Is Organized

This is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations and written practice sessions reinforce the concepts and skills introduced.

Related Publications

Oracle Publications

Title Part Number

Using Oracle HRMS – The fundamentals (US) A73315-01

Managing People Using Oracle HRMS A73314-01

Managing Compensation and Benefits using Oracle HRMS A77144-01

Implementing Oracle HRMS (US) A75314-01

Managing Total Compensation Using Oracle HRMS A82930-01

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11i Oracle HRMS Implement Oracle HR and Payroll (US) Table of Contents xxii

Additional Publications

• System release bulletins

• Installation and user’s guides

• read.me files

• Oracle Magazine

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11i Oracle HRMS Implement Oracle HR and Payroll (US) Table of Contents xxiii

Typographic Conventions

Typographic Conventions in Text Convention Element Example Bold italic Glossary term (if

there is a glossary)

The algorithm inserts the new key.

Caps and lowercase

Buttons, check boxes, triggers, windows

Click the Executable button. Select the Can’t Delete Card check box. Assign a When-Validate-Item trigger to the ORD block. Open the Master Schedule window.

Courier new, case sensitive (default is lowercase)

Code output, directory names, filenames, passwords, pathnames, URLs, user input, usernames

Code output: debug.set (‘I”, 300); Directory: bin (DOS), $FMHOME (UNIX) Filename: Locate the init.ora file. Password: User tiger as your password. Pathname: Open c:\my_docs\projects URL: Go to http://www.oracle.com User input: Enter 300 Username: Log on as scott

Initial cap Graphics labels (unless the term is a proper noun)

Customer address (but Oracle Payables)

Italic Emphasized words and phrases, titles of books and courses, variables

Do not save changes to the database. For further information, see Oracle7 Server SQL Language Reference Manual. Enter [email protected], where user_id is the name of the user.

Quotation marks

Interface elements with long names that have only initial caps; lesson and chapter titles in cross-references

Select “Include a reusable module component” and click Finish. This subject is covered in Unit II, Lesson 3, “Working with Objects.”

Uppercase SQL column names, commands, functions, schemas, table names

Use the SELECT command to view information stored in the LAST_NAME column of the EMP table.

Arrow Menu paths Select File > Save. Brackets Key names Press [Enter]. Commas Key sequences Press and release keys one at a time:

[Alternate], [F], [D] Plus signs Key combinations Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]

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11i Oracle HRMS Implement Oracle HR and Payroll (US) Table of Contents xxiv

Typographic Conventions in Code Convention Element Example Caps and lowercase

Oracle Forms triggers

When-Validate-Item

Lowercase Column names, table names

SELECT last_name FROM s_emp;

Passwords DROP USER scott IDENTIFIED BY tiger;

PL/SQL objects OG_ACTIVATE_LAYER (OG_GET_LAYER (‘prod_pie_layer’))

Lowercase italic

Syntax variables CREATE ROLE role

Uppercase SQL commands and functions

SELECT userid FROM emp;

Typographic Conventions in Navigation Paths

Typographic Conventions in Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct you through Oracle Applications.

(N) People > Enter and Maintain > (M) Query-Find > (B) Assignment

This simplified path translates to the following:

1. (N) From the Navigator window, select People then Enter and Maintain.

2. (M) From the menu, select Query then Find “your employee”.

3. (B) Click the Assignment button.

Notations:

(N) = Navigator

(M) = Menu

(T) = Tab

(B) = Button

(I) = Icon

(H) = Hyperlink

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11i Oracle HRMS Implement Oracle HR and Payroll (US) Table of Contents xxv

Typographical Conventions in Help System Paths

This course uses a “navigation path” convention to represent actions you perform to find pertinent information in the Oracle Applications Help System.

The following help navigation path, for example—

Oracle HRMS > Total Compensation Elements Setup > Elements > How To > Define an Element

— represents the following sequence of actions:

1. In the navigation frame of the help system window, expand your local Oracle HRMS entry.

2. Under the Oracle HRMS entry, expand Total Compensation Elements Setup.

3. Under Total Compensation Elements Setup, expand Elements.

4. Under Elements, expand How To.

5. Under How To, select Define an Element.

This will display step-by-step instructions on how to complete the Element window.

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11i Oracle HRMS Implement Oracle HR and Payroll (US) Table of Contents xxvi

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Performing Salary Surveys Chapter 68 - Page 1

Performing Salary Surveys Chapter 68

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Performing Salary Surveys


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• In this topic you will learn how to:– Setup Salary Surveys– Use the Salary Identifier– Enter Salary Surveys– Map Salary Survey Lines

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Setting Up Salary Surveys

Setting Up Salary Surveys

• Salary Surveys enable you to compare your basic remuneration packages against published data for your industry

• Using the correct identifiers, you will be able to:– Enter relevant salary surveys– Record as many different salary surveys as you

require– Enter survey results for each job or position– Compare how salaries within your company compare

with trends within your industry as a whole

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Salary Surveys

Salary Surveys

• Before entering salary survey details, you must know your Salary Survey Identifier

• Use the Salary Survey window to enter:– Salary Survey Master Data – Salary Survey Line Defaults– Salary Survey Line Details

• You can map salary survey lines to jobs and positions in the Map Salary Survey window

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Salary Survey Identifier


• The Salary Survey Identifier controls values the user sees in certain fields on the Salary Survey window– The identifier can be the initials of the company

conducting the market survey– This ensures that the user selects only relevant

information– This enables you to enter information quickly and

efficiently

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• On the Salary Survey window, the Identifier fieldpoints to the two initial prefix added to the beginning of the CODE on the User Lookup values– SURVEY_JOB_NAME– SURVEY_REGION– SURVEY_SENIORITY– SURVEY_COMPANY– COMPANY_SIZE– INDUSTRY– SURVEY_AGE

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Practice: Entering Data into Lookup Types


• Follow the demonstration, or use the notes provided, to enter data into three of the Lookup types

• Enter the values supplied for the SURVEY_COMPANY SURVEY_JOB_NAME and SURVEY_REGION Lookup types

• Navigate to the Lookups window using your local Super HRMS Manager Responsibility

(N) Other Definitions > Lookup Tables

Online help:

For details on Lookup types please refer to the online Help path: Oracle HRMS > Extending Oracle HRMS > Lookups > Lookups For details on entering data into Lookup types please refer to the online Help path: Oracle HRMS > Extending Oracle HRMS > Lookups > How To > Add Lookup Types and Values

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Entering Salary Surveys

NOTE: You can correct salary survey data entry mistakes, but this information should not be changed to update an existing survey

Salary Survey Master Data includes:• Survey Name • Survey Company • Identifier • Survey Type • Base Region


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Salary Survey Default Lines includes:• Start Date and End Date

– Enter default dates. If necessary, these dates can be amended on an individual survey line

• Currency– Enter default currency. If necessary the currency can

be amended on an individual survey line

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The Salary Survey Lines are in a folder format andInclude:• Job Name, Start Date, End Date and Currency

– The start and end dates create a history of salary survey information

• Definition of the salary survey line – Survey Region, seniority of survey, company size,

industry of survey and age of survey• Salary Details

– Minimum pay, mean pay, maximum pay, percentage of change, starting pay, graduate pay and quartiles

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Practice: Entering Salary Surveys


• Follow the demonstration, or use the notes provided, to enter a Salary Surveys

• Create a Salary Survey by Dun and Bradstreet forEast Region Consultants

• Navigate to the Salary Surveys window using your local Super HRMS Manager Responsibility

(N) Total Compensation > Basic > Salary Survey

Online Help:

For details on how to complete the Salary Surveys window please refer to the online Help path : Oracle HRMS > Salary Administration > Salary Surveys > How To > Enter Salary Surveys

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Mapping Salary Survey Lines

Mapping Salary Survey Lines

• You can attach a salary survey name to a job or position by choosing the Define Survey Map button on the job or position window

Regional Sales

Manager

Technician

Grade II

Midwestern

Survey

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Practice: Mapping Salary Surveys to Jobs


• Follow the demonstration, or use the notes provided, to map a Salary Survey to a job

• Map a Salary Survey to a job using the information supplied

• Navigate to the Map Salary Survey window using your local Super HRMS Manager Responsibility

(N) Work Structures > Job > Description > Define Survey Map (B)

Online Help:

For details on how to complete the Map Salary Surveys window please refer to the online Help path : Oracle HRMS > Salary Administration > Salary Surveys > How To > Map Salary Survey Lines

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Summary

Summary

In this module the following topics were covered:• Implementing Salary Administration• Administering Salary Changes• Using Salary Administration• Performing Salary Surveys

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Implementing Salary Administration - Practice Details and Solutions Chapter 69 - Page 1

Implementing Salary Administration - Practice Details and Solutions Chapter 69

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Practice: Introducing the Salary Administration Window

Show the Students key areas in the Salary Administration window and explain their general function.

There is no student practice associated with this demonstration.

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Solution: Introducing the Salary Administration Window

1. Explain that there are two ways to navigate to the Salary Administration window

(N) People > Enter and Maintain > Assignment (B) > Salary (B)

-or-

(N) FastPath > Salary

2. Find an employee.

3. Display the Salary Administration window and point out: − Salary Proposal region: Annual Salary, Change Value and New

Value fields - feed information to the element. − Grade Salary Limits region: These fields provide max and min

salary for the grade for comparison. − Salary Information region: These fields compare the salary on a

period basis.

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Practice: Creating and Linking Salary Elements

If predefined elements exist in your localization, you might decide to use these. If your localization does not include predefined elements, or if the elements are insufficient, create your own elements instead.

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Solution: Creating and Linking Salary Elements

Creating Elements

1. Navigate to the Element window in the local Super HRMS Manger responsibility:

(N) Total Compensation > Basic > Element Description

2. Set your effective date to a day on or before the start of the first payroll period for which you want to enter salaries. In this class, date track to 01-JAN-1990

3. Enter a name, reporting name, and description for the element (for example, Regular Salary), and select Earnings as the Primary Classification.

4. Select the type Recurring.

5. Do not check the Standard check box.

6. Select Regular as Earnings from the list of values in the further information flexfield.

7. Choose OK to close the Further Information flexfield.

8. Save the element, then choose the Input Values button.

9. Create one input value to hold the salary value in the Input Values window. Enter Monthly Salary as the Name, and Money as the Units. Check the Required box.

Suggestion: If the salary basis is different from the payroll periods of the employees, who will receive this element? Make this clear in the input value name.

− For example, if the salary basis is Annual, you could name the input value Annual Salary. Also, you can use the input value unit of Number instead of Money to enter salaries of up to 5 decimal places.

− For example, if you pay your employees’ £10 per day and a day consists of 7 hours, you can set up the input value unit as Number, this enables you to enter the employee’s hourly rate as £1.4286. If the average day is 8 hours you could use the input value unit of Money because the hourly rate of £1.25 only requires two decimal places.

10. Save your work.

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11. Optionally, enter validation criteria for the input value, such as a Minimum and Maximum value, or a formula to perform the validation, if required. Select Error in the Warning or Error field.

Note: If you select Warning, users do not see the warning in the Salary Administration window.

12. Save your work.

13. Repeat the process to create a xxRegular Wages element with Rate as the Input Value.

Linking Elements

1. Navigate to the Link window using your local Super HRMS Manger responsibility:

(N) Total Compensation > Basic > Link

2. Date track to 01-JAN-1990.

3. Choose from the list of values: Regular Salary.

4. Click on the “Link to All Payrolls” box.

5. Save your work.

6. Create a new record.

7. Choose from the list of values: Regular Wages.

8. Click on the “Link to All Payrolls” box.

9. Save your work.

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Practice: Defining the Salary Basis

Defining Salary Basis

Set up a Monthly Salary basis for Regular Salary and an Hourly Salary basis for Regular Wages.

If you are using predefined Salary Elements the Salary Basis will already have been defined for these elements, so show the students the Salary Basis window and highlight the key areas. If you defined and linked elements in the previous practice follow the process outlined in the solution.

Note: Make sure you date track to 01-JAN-1990.

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Solution: Defining the Salary Basis

To create a Monthly Salary Basis:

1. Navigate to the Salary Basis window

(N) Total Compensation > Basic > Salary Basis

2. Date Track to 01-JAN-1990.

3. Name: Monthly Salary

4. Basis (from list of of values): Monthly Salary

5. Pay Annualization Factor: 12 (automatically defaults)

6. Element (from the list of values): Regular Salary

7. Input Value: Monthly Salary

8. Grade Rate: (Optional) (Standard Salary Rates)

9. Grade Rate Basis: Monthly Salary

10. Grade Annualization Factor: 12 (automatically defaults)

Note: The grade rate is used to validate salary proposals. If the salary entered is outside of the range, you receive a warning message. If your grade rate was created with monthly rates, select “Monthly Salary” in the Grade Rate Basis field.

11. Save your work.

To create an Hourly Salary Basis:

1. Navigate to the Salary Basis window

(N) Total Compensation > Basic > Salary Basis

2. Date Track to 01-JAN-1990.

3. Name: Hourly

4. Basis: Hourly Salary

5. Pay Annualization Factor: 2080 (40 hours x 52 weeks)

6. Element: Regular Wage (from the list of values)

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7. Input Value: Rate

8. Grade Rate: (Optional)

9. Grade Rate Basis: Hourly Salary

10. Grade Annualization Factor: 2080 (40 hours x 52 weeks)

Note: Annualized hours records the number of working hours in a year if the Basis and Grade Rate Basis are not equal to Hourly Salary. The system uses the annualized figure to convert salary entries and grade rate values to the same basis when it validates a new salary entry.

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Administering Salary Changes - Practice Details and Solutions Chapter 70 - Page 1

Administering Salary Changes - Practice Details and Solutions Chapter 70

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Practice: Defining Salary Components Although ten predefined Lookups are delivered, please enter two additional user defined Lookups to add to the list of salary proposal reasons.

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Solution: Defining Salary Components 1. Navigate to the Lookup Table in Super HRMS Manager Responsibility


2. In the Type field, query PROPOSAL_REASON

3. In the lower region add the following values:

4. Where “xx” is your group number:

5. Save your work.

Code Meaning Description From To xx CON xx Contract Signed Employment

Agreement 01-JAN-1990

xx SPPRB

xx Special Project Bonus

Special Project Bonus 01-JAN-1990

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Practice: Add the Salary Approval Function to the HRMS Navigator Menu

Add the function “Salary Administration Approve” to the menu of responsibilities that should be able to approve salary proposals. Without this function, users can enter salary proposals but they cannot approve them.

Note: There is no student practice associated with this demonstration.

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Solution: Add the Salary Approval Function to the HRMS Navigator Menu

Adding Salary Approval Function to HRMS Navigator Menu

1. Use your System Administrator Responsibility

2. Navigate to the Menus window

(N) Application > Menu

3. Query %HRMS%NAV% in the User Menu Name field.

Note: This query will return many records, select a menu applicable to your localization.

4. In the lower region enter on the last line: − Seq: Enter a number − Prompt: Leave Blank − Sub Menu: Leave Blank − Function: Salary Administration:Approve (from list of values) − Description: Leave Blank

5. Save your work

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Using Salary Administration - Practice Details and Solutions Chapter 71 - Page 1

Using Salary Administration - Practice Details and Solutions Chapter 71

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Practice: Assigning, Entering and Approving a Salary Basis

Assign Monthly Salary to one employee and an Hourly Salary to another.

Note: Ensure that you select an employee assigned to a payroll.

Enter and approve a Salary for a new employee.

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Solution: Assigning, Entering and Approving a Salary Basis

Assigning the Salary Basis

For an exempt employee:

1. Navigate to the Salary Information window using your local Super HRMS Manger responsibility:

(N) People > Enter and Maintain > Assignment (B) > Salary Information (T)

Hint: Click on the small box with the arrows next to the Special Ceiling tab


3. Choose xxMonthly Salary from the list of values.

4. A dialog box appears. Choose “Update”.

5. Save your work

For a non exempt employee:

1. Navigate to the Salary Information window using your local Super HRMS Manger responsibility:

(N) People > Enter and Maintain > Assignment (B) > Salary Information Tab

Hint: Click on the small box with the arrows next to the Special Ceiling Tab


3. Choose xxHourly as Salary Basis from the list of values.

4. A dialog box appears. Choose “Update”.

5. Save your work

Entering and Approving the Salary Basis

1. Navigate to the Salary Administration window using your local Super HRMS Manager responsibility.


2. Choose a New record.

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3. Enter 01-JAN-1990 as the start date for the salary in the Change Date field (in the Salary Proposal region). For a new hire, this is usually the hire date.

4. Enter the amount of the salary in either the Change Value or the New Value field.

5. Select a reason for the salary, if required.

6. Rank the employee if required.

7. Enter or change the Next Review date, if required.

8. Save the new salary.

Note: You do not have to approve the new FIRST TIME salary, Oracle HRMS Approves it automatically. Any subsequent salary changes require approval.

9. On the salary administration window do one of the following: − Date track to a year later and enter a change in the salary proposal

region using a percentage change and check the “Approved” box. − -or- − Date track to a year later and enter a date in the upper region and

then use the components region to select the reason for each salary proposal using a percentage increase and “Approve” only one of the components. Exit and on the same date tracked date return to the record and check the “Approved” box on the upper region.

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Practice: Proposing Salary Changes

Locate the employee you used in the previous practice. Enter a change in the salary region using a new salary amount and check the “Approved” box

Make sure to date track a year from the employee’s hire date to give the salary increase

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Solution: Proposing Salary Changes

1. Navigate to the Salary Administration window using your local Super HRMS Manager responsibility.


2. Choose a new record

3. In the Salary Proposal Region enter the following:

Note: Previous Approval, Grade Salary Limits and Salary Basis automatically default.

4. Change Date: Enter a year from hire date

5. Currency: USD (defaults)

6. Change Value: Can enter change value and new value and % of change populates

7. New Value: Enter new value; change value and % of change populates

8. Annual Salary: New amount populates based on the changes made above

9. Reason: Performance (or any choice from the list of values)

10. Approved box: Must be checked if employee should get increase

11. Ranking: (Optional)

12. Next Review: Defaults if set up on assignment

13. Performance Review: Defaults if set up on assignment

14. Save your work

Note: If you make a mistake, you must delete the record and reenter

Propose a salary change (multiple components)

(N) People > Enter and Maintain >Assignment (B) > Salary (B)

Choose a new record (you should see the Previous Proposal, Grade Salary Limits and Salary Basis regions defaulted)

1. Enter the new salary proposal date in the Change Date field.

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2. In the proposal components region enter two salary proposal reasons using a percentage increase. “Approve” only one of the components and save your work.

Enter the following in the Proposals Components Region:

Reason Change

Value Change %

Approved

Performance 8 Cost of Living 3 Yes

3. Exit the form and query to return to the record and check the “Approved” box in the UPPER region. The message you receive:

CAUTION: Some components of this proposal have not been approved.

Approving the proposal will automatically approve these components.

Continue?

4. Choose OK.

5. Save your work

Note: If the salary record was saved as approved and it was in error, simply delete the record and enter a new one.

If a payroll has already been processed with the incorrect amount, you receive a warning message, but you can continue to delete the record. You then need to adjust the salary using a special input or a salary adjustment element to correct the employee’s pay.

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Practice: Reviewing Current Salaries and Salary History

Review current Salaries and Salary Histories.

There is no student practice associated with this demonstration.

Note: Ensure you select employees assigned to a payroll.

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Solution: Reviewing Current Salaries and Salary History

1. Navigate to the View Salary History window:

(N) View > Histories > Salary > Salary History (B)

2. Query an employee or group of employees.

3. Choose the Salary History button.

4. All the information from the Salary Administration window displays.

Note: The last four columns show the break down in Salary as follows: − Hourly Rate − Payroll Amount − Monthly Amount − Annual Amount

5. Close the form.

6. Navigate to the Salary Review Report:

(N) Processes and Reports >Submit Processes and Reports

7. Choose: Single Request.

8. Choose Name: Salary Review Report (from list of values).

9. Select Session Date: Current date (required).

10. Organization: Optional.

11. Job: Optional.

12. Position: Optional.

13. Grade: Optional.

14. Currency: Optional.

15. Choose: OK

16. Choose: Submit.

17. Write down the request ID __________________________________

18. Submit Another Request? No.

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19. Navigate to the View Reports windows:

(N) Processes and Reports > View Reports

20. Choose Specific Requests.

21. Enter the request ID.

22. Choose Find.

23. Select Salary Review Report from the List of Requests.

24. Choose View Output button to display the report

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Performing Salary Surveys - Practice Details and Solutions Chapter 72 - Page 1

Performing Salary Surveys - Practice Details and Solutions Chapter 72

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Make sure you enter values for the following Lookup Tables based upon your salary survey requirements. For purposes of this exercise, your instructor will enter three lookup table values detailed below:

− SURVEY_COMPANY − SURVEY_JOB_NAME − SURVEY_REGION

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Solution: Entering Data into Lookup Types

Defining Lookup Values

Note: We recommend that you use the two initials used for your survey identifier at the beginning of each of your codes:

− For example: − DBCONS1 Where DB is Dun and Bradstreet − DMCONS1 Where DM is Datamasters

1. Navigate to the Lookup Table window.

(N) Other Definitions > Lookup Table

2. In the Type field query SURVEY_COMPANY.

3. Enter the following:

Code Meaning Description From To xx xxCompany1 01-JAN-

1999

xx xxCompany2 01-JAN-1990

4. Save your work

5. Query SURVEY_JOB_NAME Lookup Type.


Code Meaning Description From To xxCONS1 xxConsultant Level

1 01-JAN-

1999

xxCONS2 xxConsultant Level 2

01-JAN-1999


01-JAN-1999


01-JAN-1999

7. Save your work.

8. Query SURVEY_REGION Lookup type.


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Code Meaning Description From To xxNEAST xxNorth East 01-JAN-

1999

xxSEAST xxSouth East 01-JAN-1999

10. Save your work

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Create a salary survey by Bach Associates for East region consultants.

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Solution: Entering Salary Surveys

1. Navigate to the Salary Surveys window.

(N) Total Compensation > Basic > Salary Survey

2. Enter the following Salary Survey Master Data:

3. Survey Name: xx Consultant Salary Survey

4. Survey Company: xxCompany1 (LOV)

5. Identifier: xx

6. Survey Type: Annual Salary (LOV)

7. Base Region: Eastern

8. Save your work

9. Enter the following Salary Survey Lines data:

10. Start Date: 01-JAN-2000

11. End Date: 31-DEC-2000

12. Currency: US dollar (from list of values)

13. Enter the following Salary Survey Details data:

Job Name Start

Date End Date Currency Region Min Pay Max Pay

xxConsultant 1

01-JAN-2000

31-DEC-2000

US dollar xxNorth East

54,000.00 60,000.00

xxConsultant 1

01-JAN-2000

31-DEC-2000

US dollar xxSouth East

57,000.00 66,000.00

xxConsultant 2

01-JAN-2000

31-DEC-2000

US dollars xxNorth East

56,000.00 70,000.00

xxConsultant 2

01-Jan-2000

31-DEC-2000

US dollars xxSouth East

62,000.00 78,000.00

Note: Feel free to add additional job names and other columns of data.

14. Save your work.

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Attach a salary survey to a Consultant’s job (query the job, or enter a new one).

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Solution: Mapping Salary Surveys to Jobs

1. Navigate to the Salary Management folder using your local Super HRMS Manager Responsibility.

(N) Work Structures > Job > Description > Define Survey Map (B)

2. On the Job window enter the following: − Job Group: Global − Name: CONS − Dates: 01-JAN-2000 to: (leave blank)

3. Save your work.

4. Choose the Define Survey Map button.

5. In the Survey Name column enter your xxConsultant Salary Survey (all other information defaults from the salary survey).

6. Take time to view the other columns.

7. Enter a Company Location from the list of values.

8. Save your work.

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Absence Management and Paid Time Off (PTO) Accruals Chapter 73 - Page 1

Absence Management and Paid Time Off (PTO) Accruals Chapter 73

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Absence Management and PTO Accruals


Release 11i

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Modules

Modules

• Absence Management and PTO Accruals contains the following modules:– Absence Management– PTO Accrual Plans

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• Absence Management enables you to record employees paid or unpaid time off from work. You can:

• Maintain information on reasons for absence for analytical and reporting purposes

• Reference absent time taken in payroll runs• Using PTO Accrual Plans you can permit employees

to accrue paid time off as they work, which can be used for many purposes. This may form part of an absence management strategy for your enterprise

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Objectives

Objectives

• After completing this e-class, you should be able to do the following:– Set up and use Absence Management and PTO

Accruals– Define and create accrual plans to meet the needs of

your enterprise– View and analyze employee accruals– Run and adapt the PTO Carry Over Process

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Setting up Absence Management Chapter 74 - Page 1

Setting up Absence Management Chapter 74

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Absence Management

Absence Management

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Introduction

Introduction

• Absence Management enables you to maintain information on employee absences for analysis and reporting. You can:– Define as many absence types as required to track

employee time off– Control which groups of staff are eligible to take each

type of absence using Absence Elements– If appropriate, reference absent time taken in payroll

runs

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Topics

Topics

• Absence Management contains the following topics:– Setting Up Absence Management– Managing Absences

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Setting Up Absence Management


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Absence Management Components


Absence Category:

Absence Types:

Absence Reasons:

Dependent CarePaid Maternity/Paternity

Birth of a child

Adoption

Child care

Disabled Care

Family Leave

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• Maintains running total

• Defines eligibility

Accruals

Recurring

Absence Type

Accrual Plan

Input Value

Absence

NR InfoInput

Value

• Defines rules such as entitlement

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• Follow these steps to set up Absence Management:

1. Define <absence categories> and <reasons> as lookups

2. Define and link absence elementsEnsure this is completed before the Accrual Plans

are set up3. Define absence types, associating each with an

element

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Absence Element Definition

Absence Element Definition

• Absence Elements set the eligibility criteria for your Absence Types

• Absence types should normally be associated with a nonrecurring element

• Each absence element should have an input value with either hours or days as units of measurement– Make this input value a database item if you need to

use this value in a formula

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Absence Types and Balances

Absence Types and Balances

• Most absence types use an increasing balance– The balance starts at zero and increases as you enter

time absent– Use increasing balances for absence elements

associated with an accrual plan• Decreasing balances require:

– A prorated initial balance entry for new hires– Balance initialization each year for all eligible

employees

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Practice: Adding Lookup Values


• Follow the demonstration, or use the notes provided, to add Lookup values toABSENCE_CATEGORY and ABSENCE_REASON

• Query the Lookup Types ABSENCE_CATEGORY and ABSENCE_REASON

• Navigate to the Application Utilities Lookup window using your local Super HRMS Manager Responsibility


Online Help:

For details on how to add Lookup values please refer to the online help path: Oracle HRMS > Extend Oracle HRMS > Lookups > How To > Add Lookup Types and Values

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Practice: Defining and Linking Absence Elements


• Follow the demonstration, or use the notes provided, to define and link an absence element

• Create your own Sick Time absence element and link it to all payrolls

• Navigate to the Element and Element Link windowsusing your local Super HRMS Manager Responsibility

(N) Total Compensation > Basic > Element Description(N) Total Compensation > Basic > Link

Online Help:

For details on how to define and link an absence element in the Element window please refer to the online Help path: Oracle HRMS > Absence Management and PTO Accruals > Absence Management Set Up > How To > Define and Link an Absence Element

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Practice: Defining an Absence Type


• Follow the demonstration, or use the notes provided, to define an Absence Type

• Create your own Sick Time absence type and use your initials as a prefix

• Navigate to the Absence Attendance Type window using your local Super HRMS Manager Responsibility

(N) Total Compensation > Basic > Absence Types

Online Help:

For details on how to complete the Absence Attendance Type window please refer to the online Help path: Oracle HRMS > Absence Management and PTO Accruals > How To > Set Up Absence Management > Define an Absence Type

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Paying for Absences

Paying for Absences

Sickness

NR Earnings

Hours

Gross to NetPayFORMULA

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Paying for Absences

Paying for Absences

Pay

SICKNESS_HOURS = 11

SicknessNR info

Hours 6

SicknessNR info

Hours 5

Are there any absences this period? Y/N

Sick PayRecurring Earnings

Hours

skip

FORMULA Balance

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Managing Absences Chapter 75 - Page 1

Managing Absences Chapter 75

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Managing Absences

Managing Absences

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Managing Absences

Managing Absences

• Employees take time off from work for a variety of reasons. You can manage these absences by:– Recording paid or unpaid time away from work taken

by employees– Referencing absent time taken in payroll runs– Maintaining, analyzing and reporting the reasons for

absence

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Absence Detail Window

Absence Detail Window

• On the Absence Detail window you can record:– Actual start and end dates– Reason for the absence– Duration of the absence – Projected start and end dates– Date you receive notification of the absence– Person authorizing the absence– Person replacing the absent worker

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Batch Element Entry

Batch Element Entry

• For rapid entry of timecard data for groups of employees use Batch Element Entry (BEE)

• BEE creates an absence record as well as an absence element entry

• You can enter:– Absence start and end dates– Absence duration– Any other input values defined on the absence element

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Element Entry

Element Entry

• If you use the element entry window this does not automatically create the absence record

• You can enter absence elements on an element entry for an employee

• Use BEE if you are entering absence information for a large group of employees

• You can use the Element Entry window to set a balance

AbsenceNonrecurring

Hours

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Validation for Absence Entries

Validation for Absence Entries

• Oracle HRMS records absences using nonrecurring elements

• An employee must have a payroll assignment before you can record absence details

• Nonrecurring element entries are valid for one payroll period

AbsenceNonrecurring

Hours

AbsenceNonrecurring

Hours

AbsenceNonrecurring

Hours

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Validating Absence Duration

Validating Absence Duration

When you enter an absence duration, the system warns you:• If the duration is not equal to <end date - start date>

for absences measured in days if there is no absence duration formula

• The duration is greater than the net entitlement recorded for an employee in a PTO accrual plan

• A decreasing absence balance becomes negative• If the duration is not equal to the value calculated by

the absence duration formula

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Absence Duration Formulas

Absence Duration Formulas

• You can write a formula to calculate duration automatically when a user enters the actual absence start and end dates or times– Predefined formulas may be included in your

localization– You can override these with your own formula

• You can have one absence duration formula per Business Group

• To control whether the formula automatically recalculates and overwrites the absence duration when a user updates the end date or time, set the user profile option to Yes or No:

HR:Absence Duration Auto Overwrite

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Absence Duration Formulas for Business Groups

Absence Duration Formulas for Business Groups

• Call your formula BG_ABSENCE_DURATION• The formula inputs must be

– DAYS_OR_HOURS (units for the duration: D or H)– TIME_START, TIME_END, DATE_START, DATE_END

• The formula outputs must be– DURATION (the calculated value or FAILED)– INVALID_MSG (optional - an error message name)

• Use the supplied example formula as the basis for your formulas (TEMPLATE_ABSENCE_DURATION)

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Practice: Recording Absences


• Follow the demonstration, or use the notes provided, to enter absences on the Absence Detail window

• Find an employee and enter 8 hours of sick time using dates of your choice

• Navigate to the Absence Detail window using your local Super HRMS Manager Responsibility

(N) People > Enter and Maintain > Others (B) > Absence-or-(N) FastPath > Absence

Online Help

For details on how to complete the Absence Detail window please refer to the online Help path: Oracle HRMS > Absence Management and PTO Accruals > Absence and Accrual Plan Administration > How To > Enter Absences

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View Absence History Window

View Absence History Window

• Displays all absences for an employee in a folder– Use the standard folder features to choose a subset of

these records and to select the fields to view• You can use Application Data Exchange (ADE) to

download, edit, and upload absence information using a spreadsheet

(N) View > Histories > Absence

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List Employees by Absence Type Window

List Employees by Absence Type Window

• Displays all absence records for a particular absence type or category of types. You can:– Limit the records returned by dates– Use the standard folder features to choose a subset of

these folder records and to select the fields to view– Use ADE to extract the absence information to a

spreadsheet

(N) View > Lists > Employees By Absence Types

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Absences Report

Absences Report

Use the absences report to show:• Information about employee absences during a

specified period of time• Absences for individual employees• Absences for all employees in an enterprise• All types of absences, or up to ten selected ones

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Practice: Viewing Absence Information


• Follow the demonstration, or use the notes provided, to view absence information

• Navigate to the View Absence History and the List Employees by Absence Type windows using your local Super HRMS Manager Responsibility

(N) View > Histories > Absence (N) View > Lists > Employees By Absence Types

Online Help

For details on how to complete these windows please refer to the online Help paths: Oracle HRMS > Absence Management and PTO Accruals > Absence and Accrual Plan Administration > How To > View Absence History Oracle HRMS > Absence Management and PTO Accruals > Absence and Accrual Plan Administration > How To > List Employees by Absence Type

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Practice: Reporting Absence Information


• Follow the demonstration, or use the notes provided, to report absence information

• Navigate to the Submit Requests window using your local Super HRMS Manager Responsibility

(N) Processes and Reports > Submit Processes and Reports(N) Processes and Reports > View Reports

Online Help

For details on how to complete these windows please refer to the online Help paths: Oracle HRMS > Absence Management and PTO Accruals > Absence and Accrual Plan Administration > How To > Run the Absences Report

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Summary

Summary

In this module the following topics were covered:• Setting Up Absence Management• Managing Absences

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PTO Accrual Plans Chapter 76 - Page 1

PTO Accrual Plans Chapter 76

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PTO Accrual Plans

PTO Accrual Plans

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Introduction

Introduction

PTO Accrual plans provide a flexible way of:• Creating a plan structure to reflect the needs of your

enterprise• Configuring your accrual rules using accrual plan

formulas

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Topics

Topics

• PTO Accrual Plans contains the following topics:– Understanding the Accrual Plan Structure– Setting Up PTO Accrual Plans– Administering Accrual Plans– Adapting the Predefined Accrual Formulas– Changing the Net Calculation Rules

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Understanding the Accrual Plan Structure

Understanding the Accrual Plan Structure

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Accrual Plan Structure

Accrual Plan Structure

• Accrual plans reflect the needs of your enterprise by allowing complex calculations to be performed. You can:– Decide whether your Accrual Plans for paid time off

(PTO) will be measured in hours or days– Configure your own accrual rules through the use of

accrual plan formulas, if appropriate

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PTO Accrual Plan Rules


• A formula determines the plan rules, including– Start date of accrual

For example, annual or anniversary date– Length of accrual period

For example, a year or 14 months– Frequency of accrual

For example, monthly or weekly– Amount of accrual

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• You can define PTO Accrual Plan rules to meet the needs of your enterprise. The most frequently encountered rules deal with:– Periods of ineligibility (waiting periods)– Maximum Carry Over– Part-time employees and suspended assignments

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Accrual Calculations


• Gross accrual is normally calculated by a formula• The accrual amounts can be fixed within the formula, or

taken from a table if the amount varies by:– Length of service– Grade– Job

• Oracle Payroll users may elect to store gross accrual in a payroll balance– This achieves faster accrual calculation by batch processes

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• Net accrual is calculated by adding or subtracting element entries– Absence entries– Carry Over entries– Any other entries you define

For example, adjustments for employees transferring from another plan, or vacation bought and sold

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Net Accrual Calculation

Net Accrual Calculation

Gross accrual 20

Absences - 4

Carry Over + 2

Other entries 0

Net accrual 18

Absenceselement

Otherelement

Carry Over

elementsCarry Over

elementsCarry Over

elements

Accrualformula

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When Accruals are Calculated

When Accruals are Calculated

Accruals are calculated when you:• Enter an absence associated with an accrual plan• Query on the Accruals window• Run the Carry Over process• Run some batch processes, such as the US Check Writer

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Formulas Used for Accrual Plans


• Accrual formula—calculates gross accrual to date

• Carry Over formula — returns maximum permitted carry over, and its expiry date

• Ineligibility formula (optional)—checks whether an employee is eligible to use PTO on the effective date of an absence entry made using BEE

• Payroll formula (optional)—calls the accrual formula during a payroll run, and returns the gross accrual to the payroll balance element, which feeds the balance

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TOTAL_ACCRUAL_PTOGross accrual at a given dateEFFECTIVE_START_DATEStart date of accrualEFFECTIVE_END_DATECalculation date, or termination date, or plan enrollment end dateACCRUAL_END_DATE(Optional) End date for accrual calculation (for example, end of payroll period before calculation date)

CALCULATION_DATEDate up to which accrual is calculatedACCRUAL_START_DATEDate to begin calculating accrual (optional)ACCRUAL_LATEST _BALANCEFrom payroll balance (optional)

OutputInput

Accrual Formula

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Carry Over Formula

Ineligibility Formula

ASSIGNMENT_ELIGIBLEYes or No--Determines employee eligibility

CALCULATION_DATEElement entry effective date

MAX_CARRYOVERMaximum permitted carry overEFFECTIVE_DATECarry Over effective dateEXPIRY_DATECarry Over expiry date

CALCULATION_DATEEffective date for calculationACCRUAL_TERMPrevious or current period

OutputInput

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Elements Used for Accrual Plans

Elements Used for Accrual Plans

• Absence element• Three elements are automatically generated when you define a

plan:– Plan - enrolls employees in plan– Carry Over - holds unused accrual to be carried over, entered by

Carry Over process– Residual - holds unused accrual that cannot be carried over, entered

by Carry Over process• Optionally, Payroll users who choose to store gross accruals in

a payroll balance can generate these additional elements:– Payroll Balance – feeds the balance; updated by payroll run– Tagging Element – identifies absences entered retrospectively;

entries made by payroll run• You can define other elements to contribute to the net accrual

calculation– For example, to hold bought or sold vacation

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Element Links for Accrual Plans

Element Links for Accrual Plans

• To determine eligibility for the absence type, link the absence element to assignment components

• The same links are automatically created for the automatically generated elements:– Plan– Carry Over– Residual– Payroll balance and tagging element

• If appropriate, change the link criteria and add furtherlinks

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Accrual Balance Maintained By Payroll Run

Accrual Balance Maintained By Payroll Run

Balanceelement

Accrualformula

PayrollformulaPayroll Run calls calls

makes entry to

Payroll balance

feeds

(database item)

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Setting Up PTO Accrual Plans Chapter 77 - Page 1

Setting Up PTO Accrual Plans Chapter 77

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Setting Up PTO Accrual Plans


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• Define a PTO accrual plan to meet the needs of your enterprise. You can:– Determine start dates– Define ineligibility periods– Define accrual bands– Use Batch Element Entry to enter absences– Use a payroll balance to store gross accruals

Student Note:

If you need to use a payroll balance, you must use a formula that supports balances. For further information see Managing Total Compensation Using Oracle HRMS.

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Accrual Start Date for New Hires

Accrual Start Date for New Hires

• You can determine the start date within your accrual formulas

-or-• Predefined PTO_PAYROLL_CALCULATION formula

takes its value from the Accrual Start field on the Accrual Plan window– Predefined values are:

Hire DateBeginning of YearSix Months after Hire

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Period of Ineligibility

Period of Ineligibility

• Some accrual plans require participants to work for a period before they can use accrued time

• They accrue time at the usual rate but it is not registered on the system until the period expires

• You can enter the period of ineligibility in the Accrual Plan window or define it in your Accrual formula

• You can enter a continuous service date to override hire date

M T W T F S S

Student Note:

If plan participants take vacation or sick leave during their ineligibility period, the system displays a negative value for accrued time. Many enterprises set up an absence type for ‘approved but unpaid leave’ to use for absences taken during periods of ineligibility.

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BEE and the Ineligibility Period

BEE and the Ineligibility Period

• When you use Batch Element Entry (BEE) to enter absences it follows certain processes and makes assumptions which you need to be aware of:– If you enter 3 months ineligibility in the Accrual Plan

window, BEE assumes ineligibility ends three months after the hire or continuous service date

– If you define the ineligibility period within your Accrual formula, you must also create an Ineligibility formula that BEE can call to check whether the employee is eligible to use accrued PTO

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Length of Service Bands

Length of Service Bands

• Length of service bands may determine accrual amounts

• The delivered bands are based on length of servicecalculated from the first day of the month of hire. You can override this by entering a continuous service date when you enrol an employee

• Bands can also determine:– Ceiling amounts - the maximum accrual an employee

can hold at any time– Maximum carry over amounts

• You can define bands based on other factors, (such as job or grade) by setting up user tables and referencing these in formulas

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PTO Accrual Plan Setup Steps


1. Define an absence element2. Link the absence element according to your

eligibility criteria – For example, salary basis, employment category or

payroll3. Define an absence type associated with the

element4. OPTIONAL: define new accrual start rules by

entering additional values for the lookup type US_ACCRUAL_START_TYPE

– Remember to define how you determine the accrual start date for new hires

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5. Decide which Accrual and Carry Over formulas to use for the plan. You can use the predefined formulas as supplied, customize them, or write your own

– The predefined formulas are:PTO_PAYROLL_CALCULATIONPTO_PAYROLL_BALANCE_CALCULATIONPTO_SIMPLE_MULTIPLIERPTO_SIMPLE_BALANCE_MULTIPLIERPTO_ROLLING_ACCRUALPTO_HD_ANNIVERSARY_BALANCE

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6. OPTIONAL: Create an additional formula called PTO_INELIGIBILITY_CALCULATION to be called by BEE validation

– First decide how you are going to enter absences. This formula is not required if you always use the Absence Detail window

– If you use the delivered accrual formulas, you do not need to define an ineligibility formula

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7. OPTIONAL: Define new accrual categories by entering additional values for the Lookup type US_PTO_ACCRUAL. The delivered values are:

– Sick– Vacation– Balances– Home Leave

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OPTIONAL: Oracle Payroll users onlyIf you want to use a payroll balance to store gross accruals:8. Decide when the payroll run should update accruals:

– Date earned or – Date paid Select your choice for the business group.

9. Consider whether you need to define a new balance dimension.

– Dimensions are predefined that reset the balance each year on 1 January, 1 June, or hire date anniversary.

– If you require your balance to accumulate over a different period of time, or reset at a different date, you must create your own balance dimension.

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10.Define the Accrual Plan, selecting the absence element and formulas to use

11. OPTIONAL: Set up length of service bands12. Review the net calculation rules and create

additional entries if necessary– For example, you might create an element for

vacation purchase and add it to the net calculation rules

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Defining PTO Accrual Plans

Defining PTO Accrual Plans

Summary• Before defining your PTO Accrual Plan you need to

create any additional:– Custom formulas – Absence elements– Absence types– Lookup types

• Co-ordinate your accrual plan name with the associated absence element and absence type

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Practice: Defining PTO Accrual Plans


• Follow the demonstration, or use the notes provided, to define a PTO Accrual Plan

• Create a PTO Sick Plan• Navigate to the Accrual Plans window using your

local Super HRMS Manager Responsibility

(N) Total Compensation > Basic > Accrual Plans

Online Help:

For details on defining accrual plans please refer to the online Help path: Oracle HRMS > Absence Management and PTO Accruals > PTO Accruals Setup > How To > Define a PTO Accrual Plan.

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Administering Accrual Plans Chapter 78 - Page 1

Administering Accrual Plans Chapter 78

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Administering Accrual Plans


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• The day to day activities involved in administering accrual plans include:– Enrolling employees into your plan– Determining the accrual amounts based on length of

service criteria– Recording time taken– Viewing absence information– Running the Carry Over process

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Enrolling Employees in Accrual Plans


• You enroll an employee by entering the Accrual Planelement in the element entry window– The Accrual Plan element is a recurring element with

the name of the accrual plan

HINT: It is easier to use Batch Element Entry (BEE) ifyou assign new plans to groups of employees

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Continuous Service Date

Continuous Service Date

• In many plans the length of service determines the accrual amount and the start date for accruals for new hires

• The default date for calculating length of service is the first day of the month of hire– You can override the default date when you enroll an

employee into a plan

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Practice: Enrolling in an Accrual Plan


• Follow the demonstration, or use the notes provided, to enroll an employee in an Accrual Plan

• Find an employee and enter the xxSick PTO Plan on his/her element entries

• Navigate to the Element Entries window using your local Super HRMS Manager Responsibility

(N) People > Enter and Maintain > Assignment (B) > Entries (B)

Online Help:

For details on how to complete the Element Entries window please refer to the online Help path: Oracle HRMS > Absence Management and PTO Accruals > Absence and Accrual Plan Administration > How To > Enroll Employees in PTO Accrual Plans

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Recording Accrued Time Taken


• You can enter time taken in the Absence Detail window together with other absence details such as a reason for the absence and the person authorizing the absence

• The window shows:– Net accrual at the start of the absence– Projected net accrual at the end of the accrual term.

This takes into account any future absences already recorded with actual start dates

• The system warns you if the absence will reduce net entitlement below zero

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• You can use BEE to make batch entries of absences taken by employees

• You can view the entries made through BEE on the Absence Detail window

• BEE calls the ineligibility formula during upload• BEE validation records a warning if the absence will

reduce net entitlement below zero

45 Sick

Hours

Taken

You have exceeded

your net entitlement

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Practice: Entering Absences

Practice: Entering Absences

• Follow the demonstration, or use the notes provided, to enter absences on the Absence Detail window

• Find an employee and enter details of sick time. View the effect of the absence in the associatedAccrual Plans window

• Navigate to the Absence Details window using your local Super HRMS Manager Responsibility

(N) People > Enter and Maintain > Others (B) > Absence

Online Help

For details on how to complete the Absence Detail window please refer to the online Help path: Oracle HRMS > Absence Management and PTO Accruals > Absence and Accrual Plan Administration > How To > Enter Absences

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Viewing Accrual Information

Viewing Accrual Information

• Use the Accruals window to view how much time an employee has used and accrued under an accrual plan

• You cannot change net entitlement in this window– You must define an adjustment element and add it to

the Net Calculation Rules if you want to make manual adjustments

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Practice: Viewing Accrual Information


• Follow the demonstration, or use the notes provided, to view accrual information for an employee

• View employee accrual information using the information supplied

• Navigate to the Accruals window using your local Super HRMS Manager Responsibility

(N) View > Employee Accruals > Accruals (B)(N) FastPath > Accruals

Online Help:

For details on how to use the Accruals window please refer to the online Help path: Oracle HRMS > Absence Management and PTO Accruals > Absence and Accrual Plan Administration > How To > Review Employees’ PTO Accruals

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Carry Over Process

Carry Over Process

If carry over days or hours are part of your PTO Plan, you must run the PTO Carry Over Process at the end of your accrual term

M T W T F S S

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Carry Over Process

Carry Over Process

What is the purpose of the Carry Over Process? • Calls Accrual formula to calculate gross accrual at

the end of the plan term• Calculates net entitlement using Net Calculation

Rules• Calls Carry Over formula to obtain

– Maximum accrual to carry over – Date the carry over is effective– Expiry date by which the carry over must be used

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Carry Over Process

Carry Over Process

What is the Purpose of the Carry Over Process? • Compares net accrual with maximum carry over allowed

– Records unused time available for carry over in the Accrual Elements of your plan

– Records residual time unavailable for carry over in the Residual Element of your plan

• For example, – net accrual = 10– maximum carry over = 8– carry over = 8– residual = 2

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When To Run The Process

When To Run The Process

• The best time to run the Carry Over Process depends on whether your start dates are fixed or variable. The optimum times are:– At the end of each accrual term for Accrual Plans with

a fixed term start date– Nightly for accrual plans with variable term start dates

(hire date or seniority date)

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Practice: Running the PTO Carry Over Process


• Follow the demonstration, or use the notes provided, to run the PTO Carry Over Process for your xxSick PTO Plan

• Navigate to the Submit Requests window using your local Super HRMS Manager Responsibility

(N) Processes and Reports > Submit Processes and Reports

Online Help

For details on how to complete the Submit Requests window for the PTO Carry Over Process please refer to the online Help path: Oracle HRMS > Absence Management and PTO Accruals > Absence and Accrual Plan Administration > How To > Run the PTO Carry Over Process.

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Adapting the Predefined Accrual Formulas Chapter 79 - Page 1

Adapting the Predefined Accrual Formulas Chapter 79

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Adapting the Predefined Accrual Formulas

Adapting the Predefined Accrual Formulas

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Accrual Formulas

Accrual Formulas

• There are six predefined Accrual Formulas and four predefined Carry Over formulas that are supplied with PTO Accruals and can be modified

• The Accrual Formulas each call another formula (Accrual Sub Formula) in a loop, to calculate the accrual for each accrual period

• Each Carry Over Formula is called when you run the Carry Over process with each accrual formula

• The ineligibility formula is called when you enter absences using BEE

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Formula Types: Accrual Formula

Formula Types: Accrual Formula

Accrual Formula• Called from:

– Absence window - calculates accrual on the start date of the absence being entered

– Accruals window - calculates accrual on effective date when you are viewing accruals

– Carry Over process - calculates accrual on date entered as a parameter to the process

– Payroll Batch processes – calculate accrual as of Date Paid or Date Earned

• Returns gross accrual start and end dates used to calculate the accrual

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Formula Types: Accrual Sub Formula

Formula Types: Accrual Sub Formula

Accrual Sub Formula• Called by the seeded Accrual formulas:

– PTO_PAYROLL_CALCULATION– PTO_PAYROLL_BALANCE_CALCULATION– PTO_SIMPLE_MULTIPLIER– PTO_SIMPLE_BALANCE_MULTIPLIER– PTO_ROLLING_ACCRUAL– PTO_HD_ANNIVERSARY_BALANCE

• Calculates accrual for each period

Student Note:

Adapted formulas might not use a sub formula – it depends on how you choose to calculate the accrual. For example, when full entitlement is accrued at the start of the accrual term no sub formula is required.

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Formula Types: Carry Over Formula

Formula Types: Carry Over Formula

Carry Over Formula• Called by Carry Over process. Returns the:

– Maximum accrual employee can carry over to next accrual term

– Date the carry over is effective– Expiry date, that is the date by which the carry over

must be used• Called by Absence Detail form. Returns the end of

the plan term date

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Formula Types: Ineligibility Formula

Formula Types: Ineligibility Formula

Ineligibility Formula• Called by BEE (Batch Element Entry) validation• Returns Y or N to indicate whether the employee is

eligible to use accrued time on the calculation date• You could call this formula from a custom element

entry interface that uses the Element Entry API

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Predefined Formulas: PTO_PAYROLL_BALANCE_CALCULATION

Predefined Formulas: PTO_PAYROLL_BALANCE_CALCULATION

A number of predefined PTO Accrual formulas are available• The PTO_PAYROLL_BALANCE_CALCULATION is

based on the following rules:– An accrual term of one calendar year starting January

1. Accrual calculations restart at the beginning of each calendar year

– Accrual frequencies are based on the participant’s payroll periods

– Accrual amounts and ceiling are based upon length of service

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Predefined Formulas: PTO_PAYROLL_CARRYOVER

Predefined Formulas: PTO_PAYROLL_CARRYOVER

• PTO_PAYROLL_CARRYOVER formula rules:– Carry Over is effective on December 31 of the plan

year being processed– Carry Over expires at the end of the plan year

For example, Carry Over time with the effective date of December 31, 2001 must be used before December 31, 2002

– Maximum Carry Over depends upon length of service bands

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Predefined Formulas: PTO_SIMPLE_BALANCE_MULTIPLIER

Predefined Formulas: PTO_SIMPLE_BALANCE_MULTIPLIER

• PTO_SIMPLE_BALANCE_MULTIPLIER formula rules:– An accrual term of one calendar year starting June 1.

Accrual calculations restart at the beginning of each June

– An accrual frequency of one month – Accrual amounts and ceiling are fixed within the

formula

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Predefined Formulas: PTO_SIMPLE_CARRYOVER

Predefined Formulas: PTO_SIMPLE_CARRYOVER

• PTO_SIMPLE_CARRYOVER formula rules:– Carry Over is effective on May 31 of the plan year

being processed– Carry Over expires at the end of the plan year

For example, Carry Over time with the effective date of May 31, 2001 must be used before May 31, 2002

– Maximum Carry Over is fixed within the formula

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Predefined Formulas: PTO_ROLLING_ACCRUAL

Predefined Formulas: PTO_ROLLING_ACCRUAL

• PTO_ROLLING_ACCRUAL formula rules:– An accrual term of one calendar year without a fixed

start date. Accruals are calculated for the previous twelve months

– An accrual frequency of one month – Accrual amounts and ceiling are fixed within the

formula– As the Accrual term continually rolls forward, time

expires if it is not used within twelve months

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Predefined Formulas: PTO_HD_ANNIVERSARY_BALANCE

Predefined Formulas: PTO_HD_ANNIVERSARY_BALANCE

• PTO_HD_ANNIVERSARY_BALANCE formula rules:– Accruals are calculated for one year from the date of

hire– Accrual frequency of one month– Accrual amounts and ceiling are fixed within the

formula

Student Note:

This accrual formula is designed for use with Oracle Payroll, and is one of the seeded formulas that supports balances.

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Predefined Formulas: PTO_HD_ANNIVERSARY_CARRYOVER

Predefined Formulas: PTO_HD_ANNIVERSARY_CARRYOVER

• PTO_HD_ANNIVERSARY_CARRYOVER formula rules:– Carry Over is effective on the anniversary of the

participant’s hire date for the plan year being processed

– Carry Over expires at the end of the plan yearFor example, carried over time with the effective date of 31 May 2001 must be used before 31 May 2002

– Maximum Carry Over is fixed within the formula

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Changing and Adding Formula Rules


• You may write or adapt your own formulas• You can change any of the accrual formulas and

add new rules• Adapted formulas must return specific values and

must check for certain conditions in order to avoid formula errors– for example, employee termination

Student Note:

Information on required formula content, sample Accrual formulas, and suggestions on how to edit them to incorporate a range of plan rules can be found in Using Oracle FastFormula.

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• Examples of possible changes or additions include:– Changing the Length of the Accrual Periods– Changing the Accrual Term Start Date– Adding Start Rules for New Hires– Basing the Accrual Amount on Time or Pay Elements– Using Up Front Accruals (accrue full entitlement at

beginning of accrual term)– Changing the Ceiling

Student Note:

For information on required formula content and how to edit predefined accrual formulas to incorporate a variety of plan rules, see Using Oracle FastFormula.

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• Examples of possible changes or additions include:– Changing the Date Used for Continuous Service– Adding Rules for Part Time Employees– Adding a Long Service Leave Entitlement– Using Accrual Bands Based on Length of Service– Changing the Length of Service Units– Using Accrual Bands Based on other criteria (For

example, creating a user table based upon grade levels and length of service)

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Example of Changing Rules

Example of Changing Rules

Suppose accrual amounts are based on a combinationof length of service and grade

• Create a user table

0 to 5

5 to 50

Grade A Grade B

40 48

80 88

Use the GET_TABLE_VALUE function in your formula

For example

yearly_accrual = get_table_value (‘my table’, ‘Grade A’, 5)

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Practice: Creating Accrual Formulas


• Follow the demonstration, or use the notes provided, to create your own accrual formula using the predefined PTO_SIMPLE_MULTIPLIER formula

• Create an accrual plan that does not allow employees on certain types of leave to accrue paid time off– for example, maternity or study leave

• Navigate to the Formula window using your local Super HRMS Manager Responsibility

(N) Total Compensation > Basic > Write Formulas

Online Help:

For details on how to complete the Formulas window please refer to the online Help path: Oracle HRMS > Oracle FastFormula > How To Write FastFormulas > Write or Edit a Formula •Note : If you need further details about the structure of accrual formulas please refer to the online Help path: Oracle HRMS > Oracle FastFormula > How To Write FastFormulas > Write Formulas for Accrual Plans

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Changing the Net Calculation Rules Chapter 80 - Page 1

Changing the Net Calculation Rules Chapter 80

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Changing Net Calculation Rules


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Default Net Calculation Rules

Default Net Calculation Rules

• The rules for the automatic calculation of the net PTO for an employee appear in the Net Calculation Rules window off the Accrual Plan window. The default net calculation rules take account of:– Absences entered on the plan’s absence element– Time carried over from the previous accrual term

(if applicable)

NOTE: if you do not need to modify these net calculation rules, no further action is required

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How to Modify Net Calculation Rules

How to Modify Net Calculation Rules

Modify Net Calculation Rules by:• Defining additional elements

– for example, Vacation Bought or Vacation Sold• Specifying whether the value will increase or

decrease the net accrual available to an employee

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Creating Additional Elements

Creating Additional Elements

• Define Elements as Nonrecurring• Define at least two input values:

– One with units to match your accrual plan (Days or Hours)

– One with units Date (to hold the effective date of the change to net accrual)

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Practice: Creating and Linking Additional Accrual Elements

Practice: Creating and Linking Additional Accrual Elements

• Follow the demonstration, or use the notes provided, to create and link an additional absence element

• Navigate to the Element and Element Link windows using your local Super HRMS Manager Responsibility

(N) Total Compensation > Basic > Element Description(N) Total Compensation > Basic > Link

Online Help:

For details of how to define an Absence Element in Oracle HRMS please refer to the online Help path: Oracle HRMS > Absence Management and PTO Accruals > Absence Management Setup > How To > Define and Link an Absence Element

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Practice: Adding an Additional Accrual Element to the Net Calculation Rules

Practice: Adding an Additional Accrual Element to the Net Calculation Rules

• Follow the demonstration, or use the notes provided, to add your Vacation Buy Back Element to an Accrual Plan’s Net Calculation Rules

• Navigate to the Accrual Plan window using your local Super HRMS Manager Responsibility

(N) Total Compensation > Basic > Accrual Plans > Net Calculation Rules (B)

Online Help:

For details of how to add an element to the Net Calculation rules in Oracle HRMS please refer to the online Help path: Oracle HRMS > Absence Management and PTO Accruals > PTO Accruals Setup > How To > Change Net Accruals Calculations

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Summary

Summary

In this module the following topics were covered:• Understanding the Accrual Plan Structure• Setting Up PTO Accrual Plans• Administering Accrual Plans• Adapting the Predefined Accrual Formulas• Changing the Net Calculation Rules

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Absence Management and PTO Accruals Chapter 81 - Page 1

Absence Management and PTO Accruals Chapter 81

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Module Summary

Module Summary

The following modules were covered in Absence Management and PTO Accruals:• Absence Management• PTO Accrual Plans

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Summary

Summary

In this e-class, you have learnt how to:• Set up and use Absence Management and PTO

Accruals• Define and create Accrual Plans to meet the needs

of your enterprise• View and analyze employee accruals• Run and adapt the PTO Carry Over Process

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Absence Management - Practice Details and Solutions Chapter 82 - Page 1

Absence Management - Practice Details and Solutions Chapter 82

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Defining Absence Categories and Reasons Define Absence categories and reasons where “xx” is equal to your group number.Add the absence category and only two absence reasons from the list below:

− Category: xxLabor Representation Leave − Reasons: xxUAW Local

− xxUMWA Local − xxTeamsters Local − xxUS Steel − xxTextile

Add the absence category and only two absence reasons from the list below: − Category: xxFamily Leave − Reasons: xxBirth of child

− xxAdoption of child − xxChild care − xxElderly care − xxDisabled care

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Solution: Adding Lookup Values

Defining Absence Categories and Reasons

1. Navigate to the Application Utilities Lookups window:


2. Query Type: ABSENCE_CATEGORY

3. Enter the categories listed below:

4. Save y

our work

5. Query Type: ABSENCE_REASON

6. Enter 4 of the reasons listed below:

Code Meaning Description From To xxUAW xxUAW Local xxUAW Local Business 01-JAN-

1990

xxUMWA xxUMWA Local xxUMWA Local Business

01-JAN-1990

xxTEXTILE xxTextile Local xxTextile Local Business

01-JAN-1990

xxBOC xxBirth of Child (optional) 01-JAN-1990

xxAOC xxAdoption of Child

(optional) 01-JAN-1990

xxCC xxChild care (optional) 01-JAN-1990

xxEC xxElderly care (optional) 01-JAN-1990

xxDC xxDisabled care (optional) 01-JAN-1990

7. Save your work

Code Meaning Description From To xxLABOR xxLabor

Representation Leave

Special Local meetings attended by union members

01-JAN-1990

xxFAM xxFamily Leave Family Leave 01-JAN-1990

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The table below gives you an idea of how these Absence Categories, Types and Reasons relate to each other:

Note: Absence Types will be defined in a later practice

Absence Category Absence Type Absence Reason xxLabor Representation Leave xxUnion Meeting xxUAW Local xxUMWA Local xxTeamsters Local xxAssociation Meeting xxUS Steel Workers xxTextile Workers xxFamily Leave xxMaternity/Paternity xxBirth of child xxAdoption of child xxDependent Care xxChild care xxElderly care xxDisabled care

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Create a Sick Time absence element using hours as the unit of measure and make the element available to all employees.

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Solution: Defining and Linking Absence Elements

Define Absence Elements

1. Navigate to the Element window:


2. Date track to 01-JAN-1990

3. Enter the following data: (where “xx” = your group number) You cannot use numbers as a prefix. − Name: xxSick Time − Reporting Name: xxSick Time − Primary Classification: Information − Processing Type: Nonrecurring − Termination Rule: Actual Termination − Multiple Entries Allowed: Check − Process in Run: Uncheck

4. Save your work.

5. Choose Input Values button:

Note: You must save after each row is entered before creating a new record

Name Units Sequen

ce Required

User Enterable

Database Item

Hours Hours in Decimal format (2 places)

1 Check Check

Date Taken Date 2 Check Check

Link xxSick Time to all payrolls

1. Navigate to the Element Link window:


2. Date Track to 01-JAN-1990

3. Choose from list of values, xxSick Time

4. Check the box Link to All Payrolls

5. Save your work

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Create an absence type for the xxSick Time element you created in a previous practice.

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Solution: Defining an Absence Type

1. Navigate to the Absence Attendance Types window:

(N) Total Compensation > Basic > Absence Types


3. Enter the following data: − Name: xxSick Time Type − Category: Sickness − Associated Element Name: xxSick Time − Input Value: Hours − Units: Hours − Balance: Increasing

4. Reasons: Enter the following reasons: − Back Problems − Broken Bone − Cold − Doctors Appointment − Family Illness

5. Save your work

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Managing Absences - Practice Details and Solutions Chapter 83 - Page 1

Managing Absences - Practice Details and Solutions Chapter 83

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Query or find an employee and enter 8 hours of sick time in the absence details window.

Note: Ensure you select an employee assigned to a payroll.

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Solution: Recording Absences

1. Navigate to the Absence Detail window:


- or -

(N) FastPath > Absence

1. Find your employee

2. Enter the following data: Type: − xxSick Time Type (this is the Absence Type) − Reason: Cold − Notified: Date of your choice − Projected Start: Leave blank − Actual Start Date: Same date as the notified date − Time: 08:00 − End Date: Same date as Actual Start Date − Time: 16:00 − Duration: 8

3. Save your work.

Note: A “Caution” message appears if the absence duration in hours is less than the length of time absent. You are able to continue and save your work. An “Error” message appears if the absence duration in hours is greater than the actual time absent. You are not able to save your work until this is corrected.

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Absence Viewing

View absence history for an employee and run a listing of employees by absence types.

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Solution: Viewing Absence Information

Viewing Absence Histories

1. Navigate to the absence window:

(N) View > Histories > Absence

2. Enter employee name or assignment number and Select the Find button

3. Add additional columns to your folder by choosing the Folder Tool icon

List employees by absence type

1. Navigate to the absence type window:

(N) View > Lists > Employees by Absence Type

2. From the list of values select an Absence Category or an Absence Type (If you select an Absence Type the Absence category automatically populates) you can use the xxSick Time Type you created earlier.

3. Enter Start and End Dates (optional)

4. Select the Find button

Note: If you leave the absence category and type blank, you will find employees with all absence types.

5. Export the details to a spreadsheet if desired (M) File > Export (optional)

Note: Check that ADE has been configured before attempting this.

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Absence Reporting

Run and view the absence report.

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Run the Absence Report

1. Navigate to the Submit Request window:


2. Select Single Request

3. Name: Absences Report

4. Enter the following parameters: − Effective Date: Date you are running the report (required) − Organization Unit: Leave blank unless you want to run for a

particular organization − Employee: From list of values select your employee (required) − Date From: Start date of absences you want to review (required) − Date To: Can enter or leave blank (if blank it will run from begin

date to current date) − Absence Type 1 –10 Can enter specific Absence Types or leave

blank if you would like to report on all absence types

5. Submit your request

6. Write down the request ID

7. Select No in response to the decision window

View the Absences Report

1. Navigate to the Find Requests window:

(N) Processes and Reports > View Reports

2. Select Specific Requests

3. Enter the following parameters: − Date Submitted:(Today’s date) − Status: Normal − Phase: Completed

4. Select the Find button

5. Select View Output button to see report

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Setting Up PTO Accrual Plans - Practice Details and Solutions Chapter 84 - Page 1

Setting Up PTO Accrual Plans - Practice Details and Solutions Chapter 84

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Defining a PTO Accrual Plan

Create a Sick Time PTO Plan using hours as the units of measure. Use the delivered accrual formulas with three months of ineligibility. In addition, depending upon how many years the employees have worked, they can accrue the following hours without carrying over any hours to the next year.

− 0 -3 years 40 hours − 3 - 5 years 80 hours − 5 - 10 years 120 hours − 1 - 99 years 160 hours

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Solution: Defining PTO Accrual Plans

1. Navigate to the Accruals Plans window:


2. Enter the following data: − Plan Name: xxSick PTO Plan “xx” must equal your initials, you cannot use numbers − Accrual Category: Sick (from list of values) − Description: Sick Paid Time Off Plan − Accrual Formula: PTO_PAYROLL_CALCULATION − Carry Over Formula: PTO_PAYROLL_CARRYOVER − Accrual Start: Hire Date − Accrual Units: Hours − Absence Information Name: xxSick Time − Absence Information Units: Hours − Period of Ineligibility: 3 Calendar Months − Ineligibility Formula: Leave blank since you are using the delivered accrual

formulas (these formulas look at the ineligibility rules on the Accrual Plan)

Note: “xx” must equal your initials, you cannot use numbers

3. Save your work

4. Choose the Accrual Bands button and enter the following:

Yrs Service

From Yrs Service

To Annual Rate Max

Carryover Ceiling

0 3 40 0 40 3 5 80 0 80 5 10 120 0 120 10 99 160 0 160

5. Save your work

6. Close the Accrual Bands window.

7. Choose the Net Calculation Rules button:

The following elements were defaulted: − xxSick PTO Plan Carried Over adds to the net calculation − xxSick Time subtracts from the net calculation

In a later topic, we will discuss changing net calculation rules.

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Reviewing Element Links

The absence element should have already been linked in a previous exercise. When you create an accrual plan, it is not necessary to link the accrual plan, carry over and residual elements as they should have been automatically linked.

To review the linking:

1. Navigate to the Element Link window:



3. Query the following to review the links. − xxSick PTO Plan (Accrual Plan) − xxSick PTO Plan Carried Over (Created by Accrual Plan) − xxSick PTO Plan Residual (Created by Accrual Plan) − xxSick Time (Absence element)

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Administering Accrual Plans - Practice Details and Solutions Chapter 85 - Page 1

Administering Accrual Plans - Practice Details and Solutions Chapter 85

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Find an employee and datetrack to his/her hire date. Add your xxSick PTO Plan to his/her element entries. It is not necessary to add a continuous service date.


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Solution: Enrolling in an Accrual Plan


1. Navigate to the Assignment window:

(N) People > Enter and Maintain >Assignment (B) >Entries (B)

2. Datetrack to hire date.

3. In the element entries region choose from the list of values xxSick PTO Plan.

4. You will be prompted to enter details on the Cost Allocation Flexfield window - leave this blank and press OK.

5. Save your work.

6. Choose the Entry Values button.

7. Enter a date for the Continuous Service Date (Optional)

8. Save your work as a Correction

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Query or find an employee and enter 8 hours of sick time in the Absence Details window.

Note: The first half of this practice duplicates your actions in an earlier practice in Managing Absences. However, it provides further information regarding the use of the Associated Accrual Plans window.


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Solution: Recording Absences

Recording Time Taken

1. Navigate to the Absence Detail window:


-or-

(N) FastPath > Absence

2. Find your employee.

3. Enter the following data: − Type: xxSick Time Type (this is the Absence Type) − Reason: Cold − Notified: Date of your choice − Projected Start: Leave blank − Actual Start Date: Same date as the notified date − Time: 08:00 − End Date: Same date as Actual Start Date − Time: 16:00 − Duration: 8

4. Save your work

Note: A “Caution” message appears if the absence duration in hours is less than the length of time absent. You are able to continue and save your work. An “Error” message appears if the absence duration in hours is greater than the actual time absent. You are not able to save your work until this is corrected.

5. Choose the Accruals button.

6. Explain the effect of the absence you have recorded using the Associated Accrual Plans window.

7. Choose the End of Plan tab.

8. Explain the effect of the absence you have entered on the Projected Entitlement.

9. Close the Associated Accrual Plans window.

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Query on the employee you entered absence information against in the previous practice to demonstrate use of the Accruals window

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Solution: Viewing Accrual Information

1. Navigate to the Accruals window:

(N) View > Employee Accruals

-or-

(N) FastPath > Accruals

2. Datetrack to the date you would like to view the employee’s accruals

3. Query the employee name or assignment number.

4. Choose the Accruals button.

5. View the Entitlement details.

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Run the PTO Carry Over process for your xxSick PTO Plan.

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Solution: Running the PTO Carry Over Process

1. Navigate to the Submit Requests window:


2. Choose: Single Request

3. Name: PTO Carry Over

4. Enter the following parameters: (See also notes below) − Calculation Date: 01-JAN-2000 (Required) − Accrual Plan Name: xxSick PTO Plan − Accrual Category: Can leave blank − Reprocess All Participants: No (Default) − Accrual Term: Current or Previous − Choose: OK button − Choose: Submit button

5. Submit Another Request? No

Note: Parameters 3 (Accrual Date) and 7 Choose Submit button: − Enter a date in the PTO Calculation Date field and Current or

Previous in the Accrual Term field. These are used by the plan’s Carry Over formula to determine the effective date of the carried over PTO.

− For example, if the accrual plan uses the predefined PTO_CARRYOVER formula and you enter the calculation date of 01-JAN-2000, the effective date of the carry over is: 31-DEC-2000 if you select Accrual Term = Current, or 31-DEC-1999, if you select Accrual Term = Previous

Note: Parameters 4 (Reprocess all participants) and 5: (Accrual Term): − Select the name of one accrual plan to process, or select a category

to process all plans in the category.

Note: Parameter 6(Choose OK Button): The Reprocess All Participants field defaults to No, so that the process affects only those plan participants not previously processed for this accrual term. To process all participants regardless of any previous processing, select Yes in this field. The Carry Over process enters the Carried Over and Residual elements for all employee assignments included in the process.

Note: The purpose of this practice is to understand the parameters associated with he PTO Carry Over concurrent request, there may be no results generated.

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Adapting the Predefined Accrual Formulas - Practice Details and Solutions Chapter 86 - Page 1

Adapting the Predefined Accrual Formulas - Practice Details and Solutions Chapter 86

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Defining PTO Accrual Plan Rules

Create an accrual plan that will not allow certain employees to accrue time while they are off work. For example, maternity leave or study leave. Use the predefined PTO_SIMPLE_MULTIPLIER formula

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Solution: Creating Accrual Formulas

1. Navigate to the Formula window:

(N) Total Compensation > Basic > Write Formulas

2. Query the formula called: PTO_SIMPLE_MULTIPLIER.

3. Choose the Edit button to view the formula.

4. Select the formula and copy it.

5. Select new record and datetrack to 01-JAN-1990.

Note: Be consistent with dates when creating formulas, absence elements and accrual plans.

6. Enter xx_PTO_MULTIPLIER.

7. Type = Accrual.

8. Choose the Edit button and paste your formula.

9. Look for E = SET_NUMBER(‘ACCRUAL_RATE’, 2)

Hint: This is found within the first ten lines of the formula. replace with:

IF ASG_STATUS = ‘Suspended′ THEN

(

E = SET_NUMBER(‘ACCRUAL_RATE′, 0)

)

ELSE

(

E = SET_NUMBER(‘ACCRUAL_RATE′, 2)

)

10. Choose the Verify button to check your syntax.

11. Close the Edit window and save your formula.

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Changing Net Calculation Rules - Practice Details and Solutions Chapter 87 - Page 1

Changing Net Calculation Rules - Practice Details and Solutions Chapter 87

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Practice: Creating and Linking Additional Absence Elements

Create a Vacation Buy-Back element.

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Solution: Creating and Linking Additional Absence Elements

1. Navigate to the Element window:


2. Datetrack to 01-JAN-1990.

3. Enter the following data: (where “xx” = your initials) You cannot use numbers as a prefix. − Name: xxVaca BuyBack − Reporting Name: xxVaca BuyBack − Primary Classification: Information − Processing Type: Nonrecurring − Termination Rule: Actual Termination − Multiple Entries Allowed: Check − Process in Run: Uncheck

4. Save your work.

5. Choose Input Values button:

Note: You must save after each row is entered before creating a new record

Name Units Sequence Required User

Enterable Database Item

Hours Hours in Decimal format (2 places)

1 Check Check

Date Bought

Date 2 Check Check

6. Close the form

7. Open the Element Link window


8. Link your xxVaca BuyBack element to all payrolls by checking the Link To All Payrolls box.

9. Save your work

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Practice: Adding an Additional Absence Element to the Net Calculation Rules


In order for the Vacation Buy-Back element to be included in an employee’s vacation accruals, it must be added to the Accrual Plan.

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Solutions: Adding an Additional Absence Element to the Net Calculation Rules

1. Navigate to the Accrual Plans window:


2. Query the plan name: Vacation

3. Choose the Net Calculation Rules button and enter the following:

4. Element Name: xxVaca Buy-Back (from list of values)

5. Input Value: Hours (LOV)

6. Date Input Value: Date Bought (LOV)

7. Effect on Net: Subtract (LOV)

8. Save your work.

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Payroll Setup (US) Chapter 88 - Page 1

Payroll Setup (US) Chapter 88

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Payroll Setup (US)

Payroll Setup (US)

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Modules

Modules

Payroll Setup (US) contains the following modules: • Modelling Payrolls• Setting up Employer Tax Information • Setting up Employee Tax Information • Setting up Wage Attachments

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Objectives

Objectives

After completing this class, you should be able to do the following:• Set up organization payment methods and payrolls• Set up employer level tax reporting information• Maintain and view employee level tax information• Set up and enter wage attachment details for

individual employees

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Modeling Payrolls Chapter 89 - Page 1

Modeling Payrolls Chapter 89

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Modeling Payrolls

Modeling Payrolls

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Topics

Topics

In this module the following topics will be covered:• Setting up payment methods• Setting up payrolls

– Understanding the importance of pay periods and pay calendars

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Payroll Overview

Payroll Overview

Payroll Modeling enables you to manage your payrollprocess efficiently.You can:• Create organization payment methods for each

payroll account that covers checks, direct deposits and third party payments

• Create as many payrolls as desired that share the same payroll calendars

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Payroll Overview

Payroll Overview

• A payroll defines a group of employees with a common frequency of payment and a common pay date– Weekly, bi-weekly, semi-monthly, monthly

• With Oracle Payroll you can process all employees in a payroll in one batch process

• Using assignment sets you can process sub-groups of employees– For example, by location or by organization

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Setting Up Payment Methods

Setting Up Payment Methods

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Valid Payment Methods


• When you define a payroll you must enter valid payment methods for that payroll

• Payment methods identify the source of funds as well as the destination– Different source bank accounts mean separate

payment methods– Each payment method has its own currency

• Define as many payment methods as you require – Check– Direct deposit (NACHA, BACS etc.)– Cash

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Personal Payment Methods

Proportion or Amount

Personal Account details

Default Payment Method


Company Account Details

Check/Cheque

Direct Deposit

Cash

Payment Method

Payroll

Employee

Weekly Payroll 1

Weekly Payroll 2

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• Employees can have multiple payment methods– Single or multiple currencies– Fixed amounts or Percentage of pay, with priority

• Third party payments are also defined as specific payment methods– Court-ordered deductions– Check Third Party Payment box– Enter Bank Details

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Defining Payment Methods

Defining Payment Methods

Different information is required for each type of Payment Method• Check/Cheque

– Source bank account including account name and number

• Direct Deposit– Source and destination account details

• Cash– Must define Coinage Analysis for notes and coins

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Currencies

Currencies

• All currencies are seeded– ISO Standard Codes– Shared by all Oracle

Applications• Enable the default ‘Base

Currency’ for your business group

• Enable other currencies to make payments in those currencies

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Practice: Defining Payment Methods


• Follow the demonstration, or use the notes provided, to define Checking, Direct Deposit and Third Party payment methods

• Navigate to the organizational payment method window using your local Super HRMS Manager Responsibility:

(N) Payroll > Payment Methods

Online Help

For details on how to complete the payment method window please refer to the online Help path: Oracle HRMS > Payroll Definition > How To > Define a Payment Method

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Setting Up Payrolls Chapter 90 - Page 1

Setting Up Payrolls Chapter 90

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Setting Up Payrolls

Setting Up Payrolls

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Payroll Overview

Payroll Overview

A payroll is a group of employees with a common pay frequency• Permitted frequencies vary by legislation

– Monthly, Weekly in UK– Semi-Month, Bi-Week in US

• Frequency determines the number of Pay Periods in each Tax Year– Legislation specific start and end dates

Pay Pay

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Processing Pay Calendars

Processing PayCalendars

Weekly PayrollStart

Tax YearStart

Pay Period Numbers

13 14 … 27

Q1 Q2

CalendarYear

01-Jan

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Processing Pay The Pay Period Cycle

Processing PayThe Pay Period Cycle

Data EntryStart End

Cut-offPayroll Run

Pre-paymentPayment

Costing

– Regular Pay

Once per period

Data-Entry

Batch Process

– Processing Actions

Calculate Gross to Net

Prepare and Disburse Payment

Accumulate & Transfer Costs

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Processing Pay QuickPay or Batch Process

Processing PayQuickPay or Batch Process

QuickPay• Instant Processing• New hires, late entries,

terminationsBatch• Concurrent Process• Use Assignment Set to

process a sub-group• Use Consolidation Set to

group results from many runs

Batchprocessgroups

QuickPayone employee

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Setting Up a Payroll


• For the first period end date use the first check date for the current or the previous year– Do not create lots of historical pay periods

• Identify how many years of Pay Periods you want – Start with 3 or 5 years

• If you have several payrolls with the same frequency, use names that a user can recognize easily

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Cut Off• Date when all changes to the payroll should be

completed before the final run• For information only in Oracle Payroll

Scheduled Run• Date when regular payroll run is processed • For information only in Oracle Payroll

Check/Cheque Date• Pay date or the date of constructive receipt of pay• Used for tax calculations

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Entering Cost Details for a Payroll

Entering Cost Details for a Payroll

• The cost information you can enter at Payroll level is determined by your choices when configuring the Cost Allocation Key Flexfield

• Typical segment at payroll level is Account– For example, ‘Salaries’

• Also enter Suspense Account codes for each segment– Suspense Account holds all costs that cannot be

allocated to other code values– For example, if cost details are missing

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Practice: Defining a Payroll

Practice: Defining a Payroll

• Follow the demonstration, or use the notes provided, to define a payroll

• Navigate to the payroll description window using your local Super HRMS Manager Responsibility:

(N) Payroll > Description

Online Help

For details on how to complete the payroll window please refer to the online Help path: Oracle HRMS > Payroll Definition > How To > Create a Payroll

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Setting Up Employer Tax Information Chapter 91 - Page 1

Setting Up Employer Tax Information Chapter 91

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Setting up Employer Tax Information

Setting up Employer Tax Information

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Topics

Topics

In this module the following topics will be covered:• Understanding Employer Tax Information in Oracle

Payroll– Entering Federal, State and Local tax information for a

GRE– Setting up Transmitter information for a GRE– Setting up Multiple Worksite Reporting

• Setting up Taxability Rules for Earnings and Deductions

• Entering and calculating FUTA credits• Understanding Vertex and Vertex updates

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Understanding Employer Tax Information in Oracle Payroll

Understanding Employer Tax Information in Oracle Payroll

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Employer Tax Introduction

Employer Tax Introduction

• Maintaining Employer Tax information is essential for the correct calculation of tax liabilities

• Employer Liabilities for federal taxes are:– Social Security (FICA-OASDI)– Medicare (FICA-HI)– Federal Unemployment Tax Act (FUTA)

• Employer Liabilities for state taxes are:– State Unemployment Insurance (SUI)– State Disability Insurance (SDI)

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Oracle Payroll and Vertex

Oracle Payroll and Vertex

• In the US and Canada, Oracle Payroll uses Vertex to maintain tax table information and to assist in the calculation of specific employer and employee taxes

• Vertex is a third party tax software company • If you operate payroll in the US or Canada, you must

establish a separate license agreement with Vertex– Vertex will issue updates to federal, state and local tax

tables on a regular basis

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Entering Tax Information

Entering Tax Information

• When you set up your enterprise work structures – You must enter federal, state and local tax details for

each GRE/Legal Entity • If you define new tax categories when you set up

compensation types of supplemental or imputed earnings, or pre-tax deductions– You must enter taxability rules for these categories at

the federal, state and local levels• You must also maintain employee level tax

information– W-4 details– Predefined elements

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Tax Information for GREs Federal, State and Local

Tax Information for GREsFederal, State and Local

Enter GRE tax information in the Organization windowIncludes:• Federal, state and local level identification numbers• Tax rules for self-adjust methods, withholding

calculation method (flat rate or percentage), state level unemployment rates, federal level supplemental and tax group – Details for each of these are included in the online help

and the user guides

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Practice: Entering Tax Rules for a GRE


• Follow the demonstration, or use the notes provided, to enter Tax Rules for a GRE

• Navigate to the Organization Description window using your local Super HRMS Manager Responsibility:

(N) Work Structures > Organization > Description > (B) Others– Select Federal Tax Rules, State Tax Rules or Local Tax

Rules

Online Help

For details on how to complete the organization window please refer to the online Help path: Oracle HRMS > Taxes > Understanding Tax Rules > How To > Enter Federal Tax Rules for a GRE Oracle HRMS > Taxes > Understanding Tax Rules > How To > Enter State Tax Rules for a GRE Oracle HRMS > Taxes > Understanding Tax Rules > How To > Enter Local Tax Rules for a GRE

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GRE Transmitter Setup Introduction

GRE Transmitter Setup Introduction

• Several reports must be submitted to federal or state agencies quarterly or yearly – Submission is often made through magnetic media

and requires ‘Transmitter’ details – Enter GRE transmitter information in the Organization

window• Set up Federal level Transmitter details for Multiple

Work Site Reports (BLS-3020), W-2’s and Retirement Plan Distribution (1099-R)

• Set up State level Transmitter details for State Quarterly Wage Listings (SQWL)

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Multiple Worksite Reporting Overview

Multiple Worksite Reporting Overview

• Employers with multiple worksites must file quarterly employment and wage reports

• This information is used by the Bureau of Labor Statistics to analyze U.S. employment data

• The MWS Report is submitted on magnetic media

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Defining Structures for Multiple Worksite Reporting

Defining Structures forMultiple Worksite Reporting

• Only one GRE submits the MWS Report to the Bureau of Labor Statistics – Regardless of the number of locations in multiple

states• This reporting GRE reports the wages and locations

of employees in all locations across all states and other GRE’s – Use the Reporting Establishment classification to

identify this GRE– Enter MWS Transmitter details for this GRE

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Setting up Taxability Rules for Earnings and Deductions Chapter 92 - Page 1

Setting up Taxability Rules for Earnings and Deductions Chapter 92

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Setting up Taxability Rules for Earnings and Deductions

Setting up Taxability Rules for Earnings and Deductions

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Taxability Rules for Regular Earnings

Taxability Rules for Regular Earnings

• Rules for the correct taxation of regular and overtime earnings are predefined with Oracle Payroll– Use the Earnings classification and Regular category– These are always subject to federal and state taxes

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Taxability Rules for Other Earnings

Taxability Rules for Other Earnings

• Categories associated with Supplemental and imputed earnings classifications may be subject to different taxes at the federal, state and local tax levels

• Predefined categories are delivered with Oracle Payroll– Includes standard tax rules associated with

supplemental and imputed earnings for the federal and state levels

– You can define additional categories with different tax rules

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Entering Taxability Rules

Entering Taxability Rules

• Define additional tax categories using the lookup types:– US_SUPPLEMENTAL_EARNINGS– US_IMPUTED_EARNINGS

• Use a prefix for all new tax categories to distinguish from those delivered from Oracle– Select your new category when you define specific

Earnings or Deduction types• Do not change predefined federal and state tax rules

since these are overwritten on upgrade

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Taxability Rules for Pre-Tax Deductions

Taxability Rules for Pre-Tax Deductions

• Categories associated with the Pre-tax deductionclassification may be subject to different taxes at the federal, state and local levels– Typically, these rules are updated more frequently at

the local tax levels• There are five predefined categories for pre-tax

deductions:– Deferred Comp 401k, Dependent Care 125, Health Care

125, 403b, and 457– You cannot add new tax categories to the

US_PRE_TAX_DEDUCTIONS lookup type

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Local Taxability Rules

Local Taxability Rules

• Local taxability rules are not validated by Oracle Payroll

• Local taxability rules can only be entered one level (county or city) at a time

• Creating or updating a local taxability rule for county or city will supersede state tax rules for that locality and must be re-entered for that state

• With local tax rules, a Default Rules Edited box will be checked. – This indicates that a local tax rule is in effect and that

state tax rules for this locality must be re-established

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Practice: Define a New Tax Category


• Follow the demonstration, or use the notes provided, to set up a new supplemental tax category and establish federal and state tax rules

• Navigate to the Lookup values window using your local Super HRMS Manager responsibility:

1. (N) Other Definitions > Lookup Tablesthen

• Navigate to the Taxability Rules window using your local Super HRMS Manager Responsibility:

2. (N) Total Compensation > Basic > Tax Withholding Rules

Online Help

For details on how to complete the lookups window please refer to the online Help path: Oracle HRMS > Extend Oracle HRMS > Lookups > How To > Add Lookup Types and Values For details on how to complete the taxability rules window please refer to the online Help path: Oracle HRMS > Taxes > How To > Create Local Taxability Rules

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Entering and Calculating FUTA Credits Chapter 93 - Page 1

Entering and Calculating FUTA Credits Chapter 93

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Entering and Calculating FUTA Credits

Entering and Calculating FUTA Credits

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Introduction

Introduction

• FUTA or Federal Unemployment Tax is an employer liability that must be reported annually on form 940

• Calculating FUTA Credits– An employer’s FUTA tax rate can be reduced through

credits it can take based on the amount and timeliness of state unemployment taxes it pays

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Calculating FUTA Credits

Calculating FUTA Credits

Oracle payroll has two methods to estimate the allowed credit:

1. Calculate the net amount owed which is reflected in the FUTA liability tax balance

2. Take account of varying SUI experience rates when a GRE has locations across several states

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Entering FUTA Rates

Entering FUTA Rates

• The Net FUTA Liability Calculation method is entered on the Federal Tax Rules window for each GRE– Enter the rate in the FUTA Override Rate field

• The Maximum FUTA Credit Percentage Calculation method is entered on the State Tax Rules windowfor each GRE– Enter the percentage in the Maximum FUTA Credit %

field

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Practice: Entering FUTA Tax Rates


• Follow the demonstration, or use the notes provided, to show where to enter FUTA tax rates on the federal and state tax rules window

• To enter FUTA tax rates on the federal tax rules, navigate to the Organization Description window using your local Super HRMS Manager responsibility:

(N) Work Structures > Organization > Description• To enter FUTA tax rates on the state tax rules, navigate

to the Organization Description window using your local Super HRMS Manager responsibility:

(N) Work Structures > Organization > Description

Online Help

For details on how to complete the FUTA Tax Rates on the federal or state tax rules windows please refer to the online Help path: Oracle HRMS > Taxes > Understanding Taxes > How To > Enter a FUTA Credit

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Understanding Vertex and Vertex Updates Chapter 94 - Page 1

Understanding Vertex and Vertex Updates Chapter 94

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Understanding Vertex and Vertex Updates

Understanding Vertex and Vertex Updates

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Vertex Introduction

Vertex Introduction

• Tax rules are complex and subject to frequent changes

• Oracle Payroll works in partnership with Vertex - an independent US payroll tax vendor to maintain current tax rate tables and rules at the federal, state and local levels

• Vertex supplies updates whenever changes occur to tax rates or calculation rules

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Vertex License

Vertex License

• Oracle Payroll is delivered with sample Vertex data– Note: This is not current data and is provided for

demonstration purposes only• You must sign a separate license agreement with

Vertex before you can process Oracle Payroll correctly– Your license will enable you to receive monthly tax

updates

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Oracle Payroll Tax Rules and Calculations

Oracle Payroll Tax Rules and Calculations

• Oracle Payroll is delivered with all the necessary elements and calculations for:– Tax Deductions: FIT, FUTA, SS, Medicare, SIT, SUI,

SDI, WC, City, County, School District and Head taxes– Tax Credits: EIC– Employer Taxes: SS, Medicare, WC, SUI, SDI

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Vertex Element

Vertex Element

• Oracle Payroll also delivers a special Vertex element – During implementation, you must link the Vertex

element to make sure taxes are deducted during a payroll run

– Link to all Payrolls• All calculations and use of Vertex data is managed

internally by Oracle Payroll processes– Vertex documentation provides detailed information on

the tax calculation process

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Setting Up Employee Tax Information Chapter 95 - Page 1

Setting Up Employee Tax Information Chapter 95

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Setting up Employee Tax Information

Setting up Employee Tax Information

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Topics

Topics

In this module the following topics will be covered:• Entering Employee Tax Rules

– Overrides and Exemptions• Viewing Employee Tax Balances

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Entering Employee Tax Rules

Entering Employee Tax Rules

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Employee Tax Introduction


• When you hire an employee the system will automatically create a default tax record

• You enter Federal, State and Local tax rule details in the W-4 Tax Information window in Oracle HRMS– You also enter tax override details in this window

• The payroll run uses this information to calculate employee tax withholding at each level

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• When you hire an employee the system will generate default federal, state and local tax records if:– A primary address exists with the employee’s resident

state, county and cityYou can enter a different Taxation Address

– The assignment location exists with the work state, county and city

• The default filing status is Single and the default number of allowances is Zero

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• When you change the primary address or work location, the tax record is effectively updated with the new state and local tax records. The system automatically :– creates new default tax records with 100% of the time

worked in the new state and city– reduces to zero, time worked in all other states and

localities – updates employee’s SUI state to the new work state

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If an employee does not work 100% in the new work state and locality• You must enter additional tax records for each of

the other work states and localities

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Practice: Entering Tax Rules for an Employee

Practice: Entering Tax Rulesfor an Employee

Follow the demonstration, or use the notes provided, to enter tax rules for an employee.Navigate to the employee federal tax rules window using your local Super HRMS Manager responsibility:1 (N) People > Enter and Maintain > Find an employee >

Assignment (B) > Tax Information (B)2 (N) People > Enter and Maintain > Find an employee >

Assignment (B) > Tax Information (B) > State Tax (B)3 (N) People > Enter and Maintain > Find an employee >

Assignment (B) > Tax Information (B) > State Tax (B) > County Tax Rules (B) > City Tax (B)

Online Help

1. For details on how to complete the employee federal tax rules window please refer to the online Help path:

Oracle HRMS > Taxes > Understanding Tax Rules > How To > Enter Federal Tax Rules For an Employee

2. For details on how to complete the employee state tax rules window please refer to the online Help path:

Oracle HRMS > Taxes > Understanding Tax Rules > How To > Enter State Tax Rules For an Employee

3. For details on how to complete the employee city tax rules window please refer to the online Help path:

Oracle HRMS > Taxes > Understanding Tax Rules > How To > Enter City Tax Rules

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Practice: Entering an Override for Employee Tax

Practice: Entering an Override for Employee Tax

Follow the demonstration, or use the notes provided, to show how to override FIT and SIT tax rules and FIT Supplemental tax rules

Navigate to the employee federal tax rules window using your local Super HRMS Manager responsibility:

(N) People > Enter and Maintain > Find an employee > Assignment (B) > Tax Information (B)

Online Help

For details on how to complete the employee federal tax rules window please refer to the online Help path: Oracle HRMS > Taxes > Understanding Tax Overrides > Supplemental Tax Override

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Viewing Employee Tax Balances Chapter 96 - Page 1

Viewing Employee Tax Balances Chapter 96

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Viewing Employee Tax Balances


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Introduction

Introduction

• After you have processed payroll for an employee you can view federal, state and local tax balances online

• You can view these tax balances at two distinct levels:Assignment– For a single assignmentPerson– For an employee with more than one assignment

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• You can view different dimensions for each tax balance– Period to date, month to date, quarter to date and year

to date

• The date you use when viewing the balance is very important – The system will display the value of each balance for

the effective date, (DateTrack)– Change your effective date and you may see a different

effective value

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Practice: Viewing Employee Tax Balances

Practice: Viewing Employee Tax Balances

Follow the demonstration, or use the notes provided, to view employee tax balances for different tax namesNavigate to the employee tax balances window using your local Super HRMS Manager responsibility:

(N) View > Tax Balances

Online Help

For details on how to complete the employee tax balances window please refer to the online Help path: Oracle HRMS > Taxes > Understanding Tax Balances > How To > View Tax Balances

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Employee Tax Balance Summary Window


• The Tax Balances Summary window allows you to research problems that may arise with an employee’s pay and pinpoint where a problem may have occurred.

• This window allows you to view employee taxable balances (and employer liabilities) by employee or assignment level.

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• You can view balances as of the date of the last payroll action for period, month, quarter and year to date time dimensions.

• This window only reports as of the date of the last payroll action for that assignment or person.

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• To view a summary of an employee’s taxes, look at the Tax Balances Summary window:– Enter or query the GRE– Select the appropriate radio buttons to view employee

taxes or employer liabilities– Select the appropriate radio button to view balances as

the Assignment or Person

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• Enter the State, County, City, and School District (if applicable)

• Choose the dimensions you would like to view– Period, Month, Quarter and Year (default)

• When you choose the Get Balances button, the last payroll action for the employee’s assignment appears in the Action Type field the date appears in the Action Date field

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Practice: Viewing Employee Tax Balance Summary


• Follow the demonstration, or use the notes provided, to view an employee tax balance summary

• Navigate to the Employee Tax Balance Summary window using your local Super HRMS Manager responsibility:

(N) View > Tax Balances > Balances (B)

Online Help

For details on how to complete the employee tax balance summary window please refer to the online Help path: Oracle HRMS > Taxes > Understanding Tax Balances > How To > View a Tax Balances Summary

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Setting Up Wage Attachments Chapter 97 - Page 1

Setting Up Wage Attachments Chapter 97

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Setting Up Wage Attachments

Setting Up Wage Attachments

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Topics

Topics

In this module the following topics will be covered:• Creating Wage Attachment Elements• Maintaining Wage Attachments for Employees• Producing Checks for Wage Attachments

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Creating Wage Attachment Elements

Creating Wage Attachment Elements

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Wage Attachments Introduction


• Oracle Payroll provides all the formulas and rules necessary to successfully administer wage attachments

• Wage attachments in Oracle Payroll consist of the following administrative functions:– Creating wage attachments– Determining which earnings are eligible for wage

attachments– Administering fees for recouping processing costs for

wage attachments

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With Oracle Payroll you define wage attachment elements using the Involuntary Deductionclassification and one of the following categories• Credit Debt/Garnishments• Bankruptcy Orders• Federal, State and Local Tax Levies• Alimony and Spousal Support Orders• Child Support Orders• Educational Loans• Employee Requested payments

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User Defined Wage Attachments

User Defined Wage Attachments

• Oracle Payroll generates all the necessary components for the deduction:

Input values• To hold the required and optional details for each

category• The category determines which input values should

be used in the payroll processing • Use the online help for details

Formulas• To ensure the correct processing rules for each

wage attachment

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Wage Attachment Rules

Wage Attachment Rules

Wage Attachment Fee Rules• Fee for processing court-ordered support and

creditor garnishmentsWage Attachment Earnings Rules • Define which Supplemental and Imputed earnings

are included as disposable incomeWage Attachment Exemption Rules• View legislative data relevant to wage attachment

disposable income exemption calculationsWage Attachment Limit Rules• View min and max withholding amounts per pay

period and max withholding duration

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Practice: Creating Wage Attachments


Follow the demonstration, or use the notes provided, to create a wage attachment

1. Navigate to the Deduction window using your local Super HRMS Manager responsibility:

(N) Total Compensation > Basic > Deductions2. Navigate to the Element Description window

(N) Total Compensation > Basic > Element Description > Input Values (B)

3. Navigate to the Element Link window (N) Total Compensation > Basic > Link

Online Help

For details on how to create Wage Attachments please refer to the online Help path: Oracle HRMS > Wage Attachments > Understanding and Using Wage Attachments > How To > Create Wage Attachments

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Maintaining Wage Attachments for Employees Chapter 98 - Page 1

Maintaining Wage Attachments for Employees Chapter 98

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Maintaining Wage Attachments for Employees

Maintaining Wage Attachments for Employees

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Entering Wage Attachments For an Employee

Entering Wage Attachments For an Employee

1. Identify the recipients of the payments – Payee Organization or Person (Contact)

2. Create a specific payment method and add to payrolls as a valid payment method

3. Enter the third party pay method as a personal payment method for the employee – Select the payee organization or person

4. Assign the wage attachment deduction element to the employee as an element entry– Record appropriate data

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Payee: Organization

Payee: Organization

• Use the Organization window to pay to an organization:– Create the location or address first– Create an organization name like Child Support

Division of West Virginia, Internal Revenue Service – Use Payee Organization classification

• Several employees could use the same payee organization

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Payee: Person

Payee: Person

• Use the Contact window to setup a person– Enter the name and address– Check the Payments Recipient box

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Practice: Setting Up a Payee Organization


• Follow the demonstration, or use the notes provided, to set up an Organization as a third party payee

• Navigate to the location and organization windows using your local Super HRMS Manager responsibility:

1 (N) Work Structures > Locationand2 (N) Work Structures > Organization > Description

Online Help

For details on how to complete making payments for wage attachments please refer to the online Help path: Oracle HRMS > Wage Attachments > Understanding and Using Wage Attachments > How To > Make Payments for Wage Attachments

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Wage Attachments for an Employee

Wage Attachments for an Employee

To record a wage attachment for an employee• Enter a Third Party Pay Method on the Personal

Payment Method window– The system automatically makes this pay method the

first priority. You cannot change this number.– Choose the Payment Recipient by entering the payee

organization or contact name.• Enter the Wage Attachment on the employee’s

Element Entries

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Practice: Entering Third Party Payment Methods


• Follow the demonstration, or use the notes provided, to enter a Third Party personal pay method

• Navigate to the employee personal Pay Method window using your local Super HRMS Manager responsibility:

(N) People > Enter and Maintain > Find an employee > Assignment (B) > Others (B) > Pay Method (B)

Online Help

For details on how to complete the pay method window please refer to the online Help path: Oracle HRMS > Payroll Definition > How To > Define a Payment Method

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Entering Wage Attachments for an Employee

Entering Wage Attachments for an Employee

• If an employee has multiple wage attachments of any type, you must enter a Processing Priority for each entry of the wage attachment– The system processes the wage attachments

according to the priority selected– Check the online help for details regarding the order of

precedence of wage attachment categories

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Practice: Entering Wage Attachments for an Employee


• Follow the demonstration, or use the notes provided, to enter wage attachments for an employee

• Navigate Navigate to the Element Entries window using your local Super HRMS Manager responsibility:

(N) People > Enter and Maintain > Find an employee > Assignment (B) > Entries (B)

Online Help

For details on how to complete the element entries window please refer to the online Help path: Oracle HRMS > Wage Attachments > Understanding and Using Wage Attachments > How To > Attach Wage Attachments to the Employee

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Producing Checks for Wage Attachments Chapter 99 - Page 1

Producing Checks for Wage Attachments Chapter 99

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Producing Checks for Wage Attachments


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• Wage attachments are automatically processed by the payroll run

• After the payroll run you run the PrePayments process– This uses personal payment methods for the types of

payment and the amount of pay to distribute to each type

• When PrePayments is complete you are ready to produce a check file for third party payments

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• To produce a check file for payment of a wage attachment, you run the Check Writer process

• Payment of wage attachments generates one check per employee:– For example, if several employees have wage

attachments paid to the Child Enforcement Division in Georgia, then the system produces a separate check for each employee

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• Select the name of the third party payment method• For Check Style, select Third Party Check• The Sort Sequence defaults to:

– Organization, Person – If other sequences are defined for your installation,

you can select one of them• Enter the Start Check Number and submit

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Practice: Producing a Third Party Check


• Follow the demonstration, or use the notes provided, to produce a third party payment by check.

• Navigate to the Submit Request window using your local Super HRMS Manager responsibility:


Online Help

For details on how to produce a check for a wage attachment please refer to the online Help path: Oracle HRMS > Wage Attachments > Understanding and Using Wage Attachments > How To > Produce a Check for a Wage Attachment

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Payroll Setup (US) Chapter 100

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Payroll Setup (US)

Payroll Setup (US)

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Module Summary

Module Summary

The following modules were covered in Payroll Setup: • Modeling Payrolls• Setting up Employer Tax Information • Setting up Employee Tax Information • Setting up Wage Attachments

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Summary

Summary

In this course, you should have learned how to: • Set up organization payment methods and payrolls• Set up employer level tax reporting information• Maintain and view employee level tax information• Set up and enter wage attachment details for

individual employees

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Modeling Payroll - Instructor Demonstrations and Practice Solutions Chapter 101 - Page 1

Modeling Payroll - Instructor Demonstrations and Practice Solutions Chapter 101

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Defining a Check, Direct Deposit and Third Party Organizational Payment Methods

Define check, direct deposit and third party payment methods using the same source bank payroll account.

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Practice Solution: Defining Payment Methods

Defining a Check, Direct Deposit and Third Party Organizational Payment Methods

Date Track to your established conversion date.

For this practice use: 01-JAN-2000.

1. Navigate to the organizational payment methods window using the US Super HRMS Manager responsibility


2. Name: xxPayroll Check (where xx is your unique identifier)

3. Type: Check (United States)

4. Currency: USD (default value)

5. Third Party Payment: N/A

6. Source Bank: 7. Country: United States (default value)

8. Bank Details: − Account Name: xx-Account 1 (where xx is your unique identifier) − Account Type: Checking Account − Account Number: Any ten digit number − Transit Code: Any nine digit number − Bank Name: Any bank name − Bank Branch: Any branch name

9. Save your work

Defining a Direct Deposit Organizational Payment Method



1. Navigate to the organizational payment methods window using the US Super HRMS Manager responsibility:


2. Name: xx Direct Deposit (where xx is your unique identifier)

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3. Type: NACHA


5. Third Party Payment: N/A

6. Source Bank: − Country: United States (defaults)

7. Bank Details: − Account Name: xx-Account 2 (where xx is your unique identifier) − Account Type: Checking Account − Account Number: Any ten-digit number − Transit Code: Any nine-digit number − Bank Name: Any bank name − Bank Branch: Any branch name

8. Further Information: − NACHA Destination Code: Any 9 digit number − NACHA Destination Name: Any name − NACHA Origin Code: Any 9 digit number − NACHA Origin Name: Any name − Reference Code: Any number

9. Save your work

Defining Third Party Organizational Payment Methods



1. Navigate to the organizational payment methods window using the US Super HRMS Manger responsibility:


2. Name: xx Third Party (Where xx is your unique identifier)

3. Type: Check


5. Third Party Payment: Yes (check box)

6. Source Bank: − Country: United States (defaults) − Bank Details:

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− Account Name: xx-Account 3 (where xx is your unique identifier) − Account Type: Checking Account − Account Number: Any ten-digit number − Transit Code: Any nine-digit number − Bank Name: Any bank name − Bank Branch: Any branch name

7. Save your work.

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Practice: Defining a Payroll Defining a Semi-Monthly and Weekly Payroll

Define a semi-monthly payroll as of 01-JAN-2000. Create the calendars from the beginning of 2000.

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Practice Solution: Defining a Payroll

Defining a Semi-Monthly Payroll

Create a semi-monthly payroll effective on 01-JAN-2000 with the first check date of 15-JAN-2000.

1. Navigate to the Payroll window using the US Super HRMS Manager responsibility

(N) Payroll > Description

2. Name: xx-Semi-Monthly Payroll (where xx is your unique identifier)

3. Period Type: Semi-Monthly

4. First Period End Date: 15-Jan-2000

5. Number of Years: 20

6. Date Offset: − Check: 0 − Scheduled Run: -3 − Cut Off: -4

7. Select the Default for the following: − Payment Method: xx Payroll Check − Consolidation Set: Vision Corporation

8. Costing: − Company: 01 (Operations) − Labor Distribution: 1400 (General and Administrative) − Product: 000 (No Product)

9. Suspense Account: − Company: 01 (Operations) − Cost Center: 000 (Balance Sheet) − GL Code: 2420 (Payroll Clearing) − Labor Distribution: 1400 (General and Administrative) − Product: 000 (No Product)

10. Further Payroll Information − HR/Payroll Representative: blank − Hours Calculation Type: Annualization − Pre-notification Allowed: No − TIAA CREF Mode Payment Code: blank

11. Save your work.

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12. Choose Valid Payment Methods button and add: − xx Payroll Check (defaulted) − xx Direct Deposit − xx Third Party

13. Save your work.

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Setting Up Employer Tax Information - Instructor Demonstrations and Practice Solutions Chapter 102 - Page 1

Setting Up Employer Tax Information - Instructor Demonstrations and Practice Solutions Chapter 102

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Enter Federal, Local and State Tax rules for a GRE.

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Practice Solution: Entering Tax Rules for a GRE

Entering Federal Tax Rules

1. Navigate to the Organization Window using the US Super HRMS Manager responsibility.


2. Change your effective date to 01-JAN-2000 (even though Organization is not date tracked).

3. Enter or Query any GRE name in the Organization Name Field.

4. Place cursor in the GRE/Legal Entity Classification field.

5. Select the Others button.

6. Select Federal Tax Rules.

7. Click on the Additional Organization Information field to open the Federal Tax Rules window.

8. Enter Federal Tax Rules information: − Social Security Self Adjust Method = Self Adjust − Medicare Self Adjust Method = Self Adjust − FUTA ER Self Adjust Method = Self Adjust − FUTA Override Rate = Leave Blank − Type of Employment = Regular − Tax Group = Leave Blank − Supplemental Calc Method = Flat Percentage

9. Choose OK.

10. Save your work.

Entering Local Tax Rules



13. Select Local Tax Rules.

14. Click on the field to open the window, enter the following information: − Locality = Chicago, Illinois, Cook County − Company Locality Id = enter an eight-digit locality id number

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− Exempt Local Income Taxes = No

15. Choose OK.

16. Enter another Locality: − Locality = Columbus, OH, Franklin County − Company Locality Id = enter an eight-digit locality id number − Exempt Local Income Taxes = No

17. Choose OK.

18. Enter another locality: − Locality = New York, NY, New York County − Company Locality Id = enter an eight-digit locality id number − Exempt Local Income Taxes = No

19. Choose OK.

20. Enter another locality: − Locality = Las Vegas, New Mexico, San Miguel County − Company Locality Id = enter an eight-digit locality id number − Exempt Local Income Taxes = No

21. Choose OK.

22. Enter another locality: − Locality = Sheboygan, WI, Sheboygan County − Company Locality Id = enter an eight-digit locality id number − Exempt Local Income Taxes = No

23. Choose OK.

24. Save your work.

Entering State Tax Rules



27. Select State Tax Rules.

28. Click on the field to open the window, enter the following information: − State Code = NY − SUI Company State ID = 90-4447777 − SIT Company State ID = 32-11-45678 − SUI Self Adjust Method = Self Adjust − SDI Self Adjust Method = Self Adjust

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− SUI Experience Rate 1 = .045 − Filing Status/Allowance Rate = Federal Default − Employer Liability Rate = .60 − Experience Modification Rate = 90 − Premium Discount Rate = 90 − Supplemental Tax Calculation Method = 02

29. Choose OK.

30. Save your work.

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Setting up a Supplemental Tax Category

Set up a production bonus tax category that is withheld from all federal taxes and not withheld from the state of West Virginia income taxes.

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Practice Solution: Define a New Tax Category

Setting up a Supplemental Tax Category

1. Navigate to the Lookup Tables window.


2. Find Type = US_SUPPLEMENTAL_EARNINGS.

3. Enter the categories listed below (where xx is your unique identifier).

4. Save your work.

Code Meaning Description From To xxBONWOSIT xxBonus w/o SIT Bonuses without state

income tax withheld 01-JAN-2000

Setting up a Supplemental Tax Category Withholding Rule

1. Navigate to the taxability rules window:

(N) Total Compensation > Basic > Tax Withholding Rules

2. Primary Classification: Supplemental Earnings.

3. Choose Federal Level.

4. Tax Category: xxBonus w/o SIT (where xx is your unique identifier).

5. Check the following: − FIT Withheld − EIC − FUTA − Medicare − SS

6. Choose State Level.

7. Select West Virginia as the State.


9. Check the following: − SUI − WC

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11. Select Ohio as the State.


13. Check the following: − SIT Withheld − SUI Withheld − WC Withheld


15. Select Kentucky as the State.


17. Check the following: − SIT Withheld − SUI Withheld − WC Withheld

18. Save your work.

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Entering FUTA Tax Rates

Enter FUTA Tax rates using the Federal and State Tax Rules window.

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Practice Solution: Entering FUTA Tax Rates Entering FUTA Tax Rates – Federal Tax Rules






5. Select Federal Tax Rules.

6. Click on the Additional Organization Information field to open the Federal Tax Rules window.

7. Enter a value in the FUTA Override Rate field.

8. Save your work.

Entering FUTA Tax Rates – State Tax Rules






13. Select State Tax Rules.

14. Click on the Additional Organization Information field to open the State Tax Rules window.

15. Enter a value in the Maximum FUTA Credit % field.

16. Save your work.

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Setting Up Employee Tax Information - Instructor Demonstration and Practice Solutions Chapter 103 - Page 1

Setting Up Employee Tax Information - Instructor Demonstration and Practice Solutions Chapter 103

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Practice: Entering Tax Rules for an Employee – Federal Tax Rules

Entering Federal Tax Rules for an Employee

Find the employee assigned to you by your instructor.

Change the Filing Status to married with 2 Allowances and an additional $20 tax taken out every pay period.

Note: If you want the change to happen before the next pay period, make sure you date track accordingly.

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Practice Solution: Entering Tax Rules for an Employee – Federal Tax Rules

Entering Federal Tax Rules for an Employee

1. Navigate to the employee tax rules window:

(N) People > Enter and Maintain > Find your employee > Assignment (B) > Tax Information (B)

2. Enter the following Federal Tax Rules information: − Filing Status: Married − Allowances: 2 − Additional Tax: 20.00

3. Save your work

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Practice: Entering Tax Rules for an Employee – State Tax Rules

Changing State Tax Rules for an Employee

Change an employee’s filing status to Married with 2 allowances. Take an additional $5 each pay period.

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Practice Solution: Entering Tax Rules for an Employee – State Tax Rules

Changing State Tax Rules for an Employee

1. Navigate to the employee tax rules window:

(N) People > Enter and Maintain > Find your employee > Assignment (B) > Tax Information (B) > State Tax (B)

2. Enter the following W4 information: − Filing Status: Single/Married w/Two Incomes − Allowances: 2 − Additional Tax: 5.00

3. Save your work

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Practice: Entering Tax Rules for an Employee – Local Tax Rules Changing Local Tax Rules for an Employee

Changes an employee’s local filing using the LIT Override and enter 1%.

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Practice Solution: Entering Tax Rules for an Employee – Local Tax Rules

Changing Local Tax Rules for an Employee

1. Navigate to the employee city tax rules window:

(N) People > Enter and Maintain > Find your employee > Assignment (B) > Tax Information (B) > State Tax (B) > County Tax (B) > City Tax (B)

2. Enter the following LIT Override information: − LIT Override: 1%

3. Save your work.

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Practice: Entering an Override for Employee Tax - Federal and State Tax

Changing Federal and State Tax Override Rules for an Employee

Enter a $300 regular amount FIT override and a 30% supplemental rate override as well as a SIT regular rate override of 8% for an employee.

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Practice Solution: Entering an Override for Employee Tax – Federal and State Tax

Changing Federal and State Tax Override Rules for an Employee

1. Navigate to the employee federal tax rules window:

(N) People > Enter and Maintain > Find your employee > Assignment (B) > Tax Information (B)

2. In the FIT Override Region enter: − Regular Amount: 300 ($300) − Supplemental Rate: 30 (30%)

3. Save your work

4. Navigate to the employee federal tax rules window:

(N) People > Enter and Maintain > Find your employee > Assignment (B) > Tax Information (B) > State Tax Rules (B)

5. In the SIT Override Region enter: − Regular Rate: 8 (8%)

6. Save your work.

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Practice: Entering an Override for Employee Tax – Local Tax

Entering City Exemption Tax Rules for an Employee

Exempt an employee from city tax since the employer is not registered in the state/city for that employee and is not required to withhold local resident taxes.

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Practice Solution: Entering an Override for Employee Tax – Local Tax

Entering City Exemption Tax Rules for an Employee

1. Navigate to the employee city tax rules window:

(N) People > Enter and Maintain > Find your employee > Assignment (B) > Tax Information (B) > State Tax (B) > County Tax (B) > City Tax (B)

2. In Tax Exemption information, check the Local Income check box.

3. Save your work.

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Practice: Viewing Employee Tax Balances Viewing Employee Tax Balances

Date track to 31-MAR-1999 and view an employee’s tax balance for FIT, FUTA, SS ER, SS EE and SIT. Now date track to 31-DEC-1999. What is different?

NOTE: Your Instructor will assign an employee to you from the list below.

Employees in the Vision Bi-Weekly payroll (19-NOV-1999):

Name Assignment Number Armstrong 114 Barker 61 Benson 165 Bienvenue 187 Bull 208 Donaldson 172 Doyle 207 Harrell 206 McMullen 210 Miller 181 Murphy 50 Ray 97 Saliers 98 Shine 117

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Practice Solution: Viewing Employee Tax Balances


1. Go to any of the view tax balance windows:

(N) View > Tax Balances

2. You should notice different amounts in the period, month, quarter and year to date when you change dates.

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Viewing Employee Tax Balance Summary

As of 19-NOV-1999, view the tax balance summary for an employee (from previous practice) for period, quarter and year to date time dimensions.

Name Assignment Number Armstrong 114 Barker 61 Benson 165 Bienvenue 187 Bull 208 Donaldson 172 Doyle 207 Harrell 206 McMullen 210 Miller 181 Murphy 50 Ray 97 Saliers 98 Shine 117

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Practice Solution: Viewing Employee Tax Balance Summary

Viewing Employee Tax Balance Summary

1. Go to any of the “view tax balance summary” windows:

(N) View > Tax Balances > Balance Summary (B)

2. The employee should have different totals for period to date, quarter to date and year to date tax.

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Setting Up Wage Attachments - Instructor Demonstrations and Practice Solutions Chapter 104 - Page 1

Setting Up Wage Attachments - Instructor Demonstrations and Practice Solutions Chapter 104

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Creating a Wage Attachment

1. Choose to create only one new wage attachment from the list below (where xx is your unique identifier).

2. When you look at your element on the element description form, how many input values do you see?

3. Link your new element to all payrolls.

4. If you want to take out administration fees, link the shadow element created for wage attachment fees.

Element Name Classification Category xxChld Spprt Involuntary Child Support XxGarnish Involuntary Creditor Garnishment xxFed Levy Involuntary Tax Levy XxSpousal Involuntary Spousal Support xxStudent Loan Involuntary Student Loan

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Practice Solution: Creating Wage Attachments

Creating a Wage Attachment

1. Navigate to the deduction window:

(N) Total Compensation > Basic > Deductions


3. Name: xx (your element name)

4. Classification: Involuntary Deductions

5. Category: Credit Debt

6. Save your work

7. Navigate to the element description window:

(N)Total Compensation > Basic > Element Description

8. Click the Input Values Button and view the different input values for the element

9. Navigate to the link window:


10. Link your new wage attachment to all payrolls.

11. Save your work.

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Creating a Payee Organization

Create a location and payment recipient organization for the wage attachment created in an earlier practice.

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Practice Solution: Setting Up a Payee Organization

Creating a Payee Organization

1. Navigate to the Location window using the US Super HRMS Manager responsibility: (N) Work Structures > Location

2. Name: Enter a name

3. Description: Enter a description of the location

4. Enter address and valid zip code

5. Save your work

6. Navigate to the Organization window:


7. Name: xx Child Support Division - WV (for example)

8. Type: Third Party

9. Enter location address you previously set up

10. Organization Type: External

11. Save your work.

12. Classification: Payee Organization

13. Enabled: Check box

14. Save your work

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Enter Personal Pay Method for an Employee

Find the employee you have been working with and enter a Third Party Personal Pay Method and select the name of the Payee Organization.

Make sure the date you use here is the same date you will use to enter the new wage attachment.

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Practice Solution: Entering Third Party Payment Methods

Enter Personal Pay Method for an Employee

1. Navigate to the employee personal Pay Method window using the US Super HRMS Manager responsibility:

(N) People > Enter and Maintain > Find an employee > Assignment (B) > Others (B) > Pay Method (B)

2. Type: Third Party

3. Priority: 1 (automatically defaults)

4. Payee Organization: xx Child Support Division - WV (for example)

5. Save your work

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Enter a Wage Attachment for an Employee

Enter the wage attachment that you created earlier for your employee.

Refer to the on line help to determine what input values are required for the wage attachment you created.

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Practice Solution: Entering Wage Attachments for an Employee

Enter a Wage Attachment for an Employee

1. Navigate to the Element Entry window using the US Super HRMS Manager responsibility:

(N) People > Enter and Maintain > Find an employee > Assignment (B) > Entries (B)

2. Date Track to the date the court order was received.

3. Choose the xx Wage Attachment you created earlier.

4. Enter an Amount or Percentage.

5. Enter Attachment Number.

6. Enter Date Served.

7. Enter any other input values required for that wage attachment category.

8. Payee Details: Choose the payee organization your created earlier

9. Save your work.

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Running Check Writer for Wage Attachments

Run Check Writer to produce a file for wage attachments.

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Practice Solution: Producing a Third Party Check

Running Check Writer for Wage Attachments

1. Navigate to Submit Requests window:


2. Choose Single Request.

3. Name: Check Writer

4. Payroll: Choose your payroll

5. Consolidation Set: (defaults)

6. Start Date: Enter Date

7. End Date: (defaults)

8. Payment Method: Third Party

9. Sort Sequence: Organization, Person (default)

10. Check Style: Third Party Check

11. Start Check Number: Enter number

12. Choose OK.

13. Choose Submit.

14. When process has successfully completed, view on line.

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Technology

Oracle Hrms Payroll Implementation Guide Vol -III