White Paper: International HR and Payroll

Creation Date: 4th December 2003

Checked for relevance on 30-Jun-2006
Overview
This White a!er !rovides detailed information about "nternational #$ and a%roll&
includin' (ho it is intended for& ho( it is delivered& (hat it delivers and the subse)uent
ste!s that are re)uired to full% confi'ure the !roduct*
The contents are:
What is "nternational #$ and a%roll+
Wh% Do We ,eed "nternational #$ and a%roll+
Who -hould .se "nternational #$ and a%roll+
Can /ou .se "nternational #$ and a%roll for a 0e'islation That #as a
-u!!orted 0ocali1ation Delivered b% 2racle #$3-+
Can /ou .se "nternational #$ and a%roll for a 0e'islation That #as a
-u!!orted 0ocali1ation Delivered b% a Third art%+
What is the rocess for Deliverin' -eed Data for "nternational #$ and
a%roll+
Can /ou $un "nternational #$ and a%roll -etu! 3ore Than 2nce for the
-ame 0e'islation+
What Will #a!!en if 2racle Delivers a roduct 0ocali1ation for a
0e'islation " #ave "m!lemented .sin' "nternational #$ and a%roll+
Do /ou #ave to 4ee! .! (ith the Jul% 5 -chedule if "nternational #$
and a%roll is "nstalled+
What -eed Data is Delivered (ith "nternational #$ and a%roll+
"nte'ration (ith #$3- Workbench
What is International HR and Payroll?
"nternational #$ and a%roll is a tem!late solution for the deliver% of a countr% s!ecific
version of #$3- in those countries (here 2racle does not currentl% !rovide a su!!orted
local version*
"nternational #$ and a%roll is the first sta'e of a t(o sta'e !rocess:
6* /ou use the "nternational #$ and a%roll tem!late to create a standard data-
!ack common to core #$3- and all countr% s!ecific versions*
2* /ou com!lete the definition of %our countr% s!ecific data usin' the standard
data-!ack as a foundation on (hich to confi'ure %our local !rocesses& re!orts and
data*
Why Do We Need International HR and Payroll?
2racle #$3- delivers a number of locali1ations of the core #$ and a%roll !roducts*
These locali1ations e7tend the core !roduct to meet the statutor% and cultural
re)uirements of a !articular le'islation* The% also ensure that these locali1ations are
o!erational as soon as the% are installed*
,ote ho(ever& that for each locali1ation there is al(a%s further confi'uration re)uired to
meet the needs of a !articular customer*
5or le'islations that do not have a locali1ed version the core !roduct !rovides a standard
set of #$3- functionalit% includin' the core !a%roll en'ine and all of its associated
!rocesses*
The #$3- !roduct needs a defined set of seeded data to enable it to o!erate correctl%*
The "nternational #$ and a%roll install !rovides %ou (ith:
8 'eneric set of data that is sufficient to enable the #$ and a%roll
!roduct to o!erate*
8 set of #$ and !a%roll ob9ects that %ou can use (hen im!lementin'
2racle #$3-*
Who Should Use International HR and Payroll?
"nternational #$ and a%roll can be used in the follo(in' circumstances:
6* 8t a customer site (here the customer (ants to im!lement a business 'rou! for
a le'islation that is not delivered b% 2racle #$3- or a !artner*
2* 8t a :0e'islativel% "nde!endent: or'ani1ation e*'* .nited ,ations*
3* ;% a !artner locali1ation !rovider to 'enerate the initial set of data u!on (hich
the !artner (ould build their locali1ation scri!ts*
4* 8s a startin' !oint for a ne( 2racle #$3- !roduct locali1ation* "n this case&
the "nternational #$ and a%roll seed data acts as a tem!late onl% because the
locali1ation is obli'ed to deliver it<s o(n set of seed data*
Can You Use International HR and Payroll or a
!e"islation #hat Has a Supported !o$ali%ation
Delivered &y Ora$le HR'S?
,o*
"f the customer chooses to im!lement the le'islation& then the 2racle #$3- !roduct
locali1ation delivers seed data& code and ." chan'es that could conflict (ith the data
delivered (ith "nternational #$ and a%roll*
Can You Use International HR and Payroll or a
!e"islation #hat Has a Supported !o$ali%ation
Delivered &y a #hird Party?
/es*
8s lon' as %ou do not subse)uentl% im!lement the third !art% locali1ation
What is the Pro$ess or Deliverin" Seed Data or
International HR and Payroll?
5ollo( these ste!s to im!lement "nternational #$ and a%roll
6* "nstall 2racle #$3-
2* $un hr'lobal
The definition of the "nternational #$ and a%roll seed data is stored in the 'lobal
!ost-install loader file named =>$?T2@!atch@66A@im!ort@!erle'11*!dt* This
loader runs durin' the !ost-install of 'lobal data and delivers seed data into a
!seudo-le'islation (ith the le'islation code BB*
-ee 0atest #$3- C#$ DlobalE 0e'islative Data atch C,ote 64AF3G*6E for more
details on ho( to run the 'lobal !ost-install ste!s*
3* $un Translated atch for $eference Date
"f the lan'ua'e %ou (ill be usin' is not >n'lish& then %ou must run the ,0-
version of the latest #$3- Chr'lobalE le'islative data !atch for the lan'ua'e %ou
need*
The le'islative data !atch translates the "nternational #$ and a%roll seed data
that (as initiall% loaded into the BB le'islation*
Then& (hen %ou subse)uentl% run the "nternational #$ and a% !rocess* the
translated data is co!ied to the ne( le'islation*
4* $un Concurrent ro'ram to Define ,e( 0e'islation
/ou must run the concurrent !rocess International HR'S Setup to co!% the
data in the BB le'islation to a ne( le'islation*
The concurrent !rocess:
0oads the data in the BB le'islation into the #$?- tables& read% for
deliver%*
.ses the contents of the #$?- tables to deliver the data into the ne(
le'islation*
The ne( le'islation code is entered as a !arameter to the concurrent !rocess* The full list
of !arameters to the concurrent !ro'ram is as follo(s:
!e"islation
This defines the ne( le'islation into (hich the seed data (ill be co!ied*
,*;* The ne( le'islation must be one that is different from a currentl% su!!orted
le'islation*
Curren$y
This defines the currenc% in (hich the seeded balances (ill be accumulated*
Due to the architecture of #$3-& this also means that the currenc% code of an% business
'rou!s defined for this le'islation should have the same currenc%*
#a( Year Start Date
This defines the date in DD@33 format on (hich the ta7 %ear starts* "t is used to
!o!ulate the 0e'islation $ule of t%!e H0<* The ta7 %ear start date is used to determine the
e7!ir% of /ear to Date balances*
Install #a( Unit
This determines (hether the le'islation (ill !rovide a mandator% ta7 unit se'ment in the
8ssi'nment -tatutor% "nformation fle7field*
"f the ta7 unit is to be su!!orted then additional balance dimensions (ill be delivered so
that balance values can be retrieved for !articular ta7 units*
The default is not to enable the Ta7 .nit*
A* Confi'ure a%roll
When the "nternational #$ and a%roll !rocess has com!leted& %ou can then
be'in usin' the ne( le'islation for a business 'rou!*
#o(ever in order to run !a%roll& %ou must !erform these additional confi'uration
ste!s:
Deine )an* +ey ,le(ield Stru$ture or the !e"islation
The bank account structure for the ne( le'islation is created durin' the setu! !rocess&
and the a!!ro!riate le'islation rule is created to ensure that the bank account structure is
available (ithin the le'islation*
The bank account structure is named I0e'islation?CodeJ?;8,4?D>T8"0- and is
created (ithout an% se'ments* /ou must& therefore& confi'ure the ne( structure b%
creatin' ne( se'ments to ca!ture the bank details of an or'ani1ation or !erson*
Create Pay-ent #ypes
When creatin' the >lectronic 5ile Transfer C>5TE !a%ment t%!e definition %ou must also
su!!l% a named !acka'ed !rocedure* This !rocedure defines ho( the >5T file should be
created*
#$3- Develo!ment does not kno( in advance ho( the >5T !rocess should (ork for a
!articular countr%& so the !acka'ed !rocedure cannot be delivered* This means that the
!a%ment t%!e of >5T is not delivered*
#o(ever it is !ossible for "m!lementation Teams to define a ne( le'islative s!ecific
!a%ment t%!e throu'h the Define a%ment T%!es form Cthis (ill have to be added to %our
menuE*
8t the same time "m!lementation Teams must also set the 0@-K0 !acka'ed function
that controls ho( the >5T !a%ment (ill be !rocessed*
Create .le-ents and ,or-ulae
"nternational #$ and a%roll does not deliver an% statutor% element t%!es or formulae*
/ou must be set these u! (hen confi'urin' the !a%roll*
Create )alan$es
"nternational #$ and a%roll does not deliver balance t%!es or defined balances Ce7ce!t
for the Total a%ments balanceE* /ou must set these u! (hen confi'urin' the !a%roll*
)alan$e Initiali%ation
The ;alance "nitiali1ation !rocess delivered (ithin the core !a%roll s%stem is sufficient to
initiali1e the balances delivered b% the "nternational #$ and a%roll setu!*
/ou should run the the :"nitial ;alance -tructure Creation: !rocess to 'enerate elements
that (ill be used b% the balance initiali1ation !rocess*
The balance initiali1ation !rocess for "nternational #$ and a%roll balances detects that
the balance batch lines refer to a dimension kno(n to "nternational #$ and a%roll* "n
this case it has sufficient information about the dimension to kno( ho( to !o!ulate the
initial balance values*
/dditional Payroll Pro$esses
The follo(in' !a%roll !rocesses are not immediatel% available usin' "nternational #$
and a%roll:
3a'netic Ta!e Deneration
8dvance a%
8rchive and 2nline a%sli!
-tatement of >arnin's
Che)ue Writer
Cash
5urther im!lementation is re)uired to enable these !rocesses* -ee "m!lementin' 2racle
#$3- for more information*
6* >nter transaction data and !rocess !a%roll
2nce the !a%roll confi'uration is com!lete& %ou can enter transactional data and
run 2racle !a%roll for the ne( le'islation*
Can You Run International HR and Payroll Setup 'ore
#han On$e or the Sa-e !e"islation?
/es*
The "nternational #$ and a%roll setu! !rocess uses the standard #$3- data deliver%
mechanism* "t detects (hether there have been an% chan'es to the !reviousl% delivered
seed data and it mer'es an% ne( or chan'ed data*
,o user data (ill be chan'ed durin' this !rocess*
What Will Happen i Ora$le Delivers a Produ$t
!o$ali%ation or a !e"islation I Have I-ple-ented
Usin" International HR and Payroll?
5uture 2racle #$3- !roduct locali1ations (ill be based u!on the "nternational #$ and
a%roll frame(ork* This (ill ensure that there is some de'ree of consistenc% bet(een the
!roduct locali1ation and an% im!lementation of "nternational #$ and a%roll*
2racle #$3- currentl% has no !lans to !rovide an u!'rade from "nternational #$ and
a% to a ne( !roduct locali1ation* "f a customer should (ish to subse)uentl% mi'rate
from a custom solution to the corres!ondin' ne( !roduct solution then the customer
(ould be res!onsible for mana'in' that mi'ration*
Do You Have to +eep Up with the 0uly ,P S$hedule i
International HR and Payroll is Installed?
2nl% if other su!!orted 2racle #$3- !roduct locali1ations have been installed*
What Seed Data is Delivered with International HR and
Payroll?
The follo(in' seed data is delivered b% the "nternational #$3- -etu! !rocess:
>lement Classifications
;alance Dimensions
;alances
Defined ;alances
0e'islation $ules
0e'islative 5ield "nformation
$un T%!es
Ta7 .nit
.le-ent Classii$ations
This table describes the seeded element classifications:


Classii$ation Na-e !ow Priority Hi"h Priority Deault Priority De&it or Credit
"nformation 0 6000 A00 D 66006 - 62000
>arnin's 6006 2000 6A00 D ok
8bsence 2006 3000 2A00 D ok
-u!!lemental >arnin's 3006 4000 3A00 D
Ta7able ;enefits 4006 A000 4A00 D ok
re-Ta7 Deductions A006 6000 AA00 C ok
Ta7 Deductions 6006 G000 6A00 C ok
Direct a%ment G006 F000 GA00 D
>m!lo%er Char'es F006 L000 FA00 D
"nvoluntar% Deductions L006 60000 LA00 C ok
Moluntar% Deductions 60006 66000 60A00 C ok
)alan$e Di-ensions
This table describes the seeded balance dimensions:


Di-ension Na-e #ype Data&ase Ite- Sui(
a%ments , ?8/3>,T-
8ssi'nment $un $ ?8-D?$.,
8ssi'nment "nce!tion to Date 8 ?8-D?"TD
8ssi'nment rocessin' eriod to Date 8 ?8-D?TD
8ssi'nment Calendar 3onth to Date 8 ?8-D?32,T#
8ssi'nment Calendar Kuarter to Date 8 ?8-D?KTD
8ssi'nment Calendar /ear to Date 8 ?8-D?/TD
8ssi'nment Ta7 Kuarter to Date 8 ?8-D?TKTD
8ssi'nment Ta7 /ear to Date 8 ?8-D?T/TD
8ssi'nment 5iscal Kuarter to Date 8 ?8-D?5KTD
8ssi'nment 5iscal /ear to Date 8 ?8-D?5/TD
erson "nce!tion to Date ?>$?"TD
erson rocessin' eriod to Date ?>$?TD
erson Calendar 3onth to Date ?>$?32,T#
erson Calendar Kuarter to Date ?>$?KTD
erson Calendar /ear to Date ?>$?/TD
erson Ta7 Kuarter to Date ?>$?TKTD
erson Ta7 /ear to Date ?>$?T/TD
erson 5iscal Kuarter to Date ?>$?5KTD
erson 5iscal /ear to Date ?>$?5/TD
>lement >ntr% "nce!tion to Date 8 ?>,T$/?"TD
>lement >ntr% rocessin' eriod to Date 8 ?>,T$/?TD
>lement >ntr% Calendar 3onth to Date 8 ?>,T$/?32,T#
>lement >ntr% Calendar Kuarter to Date 8 ?>,T$/?KTD
>lement >ntr% Calendar /ear to Date 8 ?>,T$/?/TD
When the ta7 unit se'ment is enabled the follo(in' set of Ta7 .nit de!endent balance
dimensions are enabled& allo(in' balance values to be retrieved for a 'iven 0e'al >ntit%*


Di-ension Na-e #ype Data&ase Ite- Sui(
8ssi'nment Within Ta7 .nit "nce!tion to Date 8 ?8-D?T.?"TD
8ssi'nment Within Ta7 .nit rocessin' eriod to Date 8 ?8-D?T.?TD
8ssi'nment Within Ta7 .nit Calendar 3onth to Date 8 ?8-D?T.?32,T#
8ssi'nment Within Ta7 .nit Calendar Kuarter to Date 8 ?8-D?T.?KTD
8ssi'nment Within Ta7 .nit Calendar /ear to Date 8 ?8-D?T.?/TD
8ssi'nment Within Ta7 .nit Ta7 Kuarter to Date 8 ?8-D?T.?TKTD
8ssi'nment Within Ta7 .nit Ta7 /ear to Date 8 ?8-D?T.?T/TD
8ssi'nment Within Ta7 .nit 5iscal Kuarter to Date 8 ?8-D?T.?5KTD
8ssi'nment Within Ta7 .nit 5iscal /ear to Date 8 ?8-D?T.?5/TD
erson Within Ta7 .nit "nce!tion to Date ?>$?T.?"TD
erson Within Ta7 .nit rocessin' eriod to Date ?>$?T.?TD
erson Within Ta7 .nit Calendar 3onth to Date ?>$?T.?32,T#
erson Within Ta7 .nit Calendar Kuarter to Date ?>$?T.?KTD
erson Within Ta7 .nit Calendar /ear to Date ?>$?T.?/TD
erson Within Ta7 .nit Ta7 Kuarter to Date ?>$?T.?TKTD
erson Within Ta7 .nit Ta7 /ear to Date ?>$?T.?T/TD
erson Within Ta7 .nit 5iscal Kuarter to Date ?>$?T.?5KTD
erson Within Ta7 .nit 5iscal /ear to Date ?>$?T.?5/TD
)alan$es
This table describes the seeded balance:


)alan$e Na-e Reportin" Na-e Unit o 'easure
Total a%ments Total a%ments 3
Deined )alan$es
This table describes the seeded defined balances:


)alan$e Na-e Di-ension Na-e
Total a%ments a%ments
The Total a%ments ;alance is seeded (ithout an% ;alance Classifications* This means
that %ou have to enter the individual feeds for this balance*
!e"islation Rules
This table describes the seeded le'islation rules:


Rule #ype Rule 'ode Co--ents
8CT"2,?C2,T>NT- / This rule is al(a%s enabled* "t
means that %ou al(a%s save the
conte7t information from a
!a%roll run or other !a%roll
action* This makes it easier to
!ur'e %our un(anted data*
;80?","T?M80"D8T"2, , This rule is al(a%s set to , to
s!ecif% that balance
initiali1ation validation is not
su!!orted* /ou can override this
default& but if %ou do& %ou (ill
also need to (rite a !rocedure
to enable balance initiali1ation
validation*
> I0e'
CodeJ?;8,4?D>T8"0-
This holds the "D for the ;ank
ke% fle7field*
" , This rule determines (hether
assi'nments are time
inde!endent of each other* "t is
al(a%s set to ,* This means that
assi'nments are not
inde!endent of each other* The%
are al(a%s s%nchroni1ed to
!reserve the inte'rit% of !erson
level balances (hen !rocessin'
a !a%roll*
0 06@06 This rule holds the ta7 %ear start
date*
8/W-8CT?-2> , This rule is set to e7clude the
dis!la% of the -tatements of
>arnin's from the 8ssi'nments
rocess form*
8/W-$K?D- , This rule is set to e7clude the
dis!la% of the -tatements of
>arnin's from the Kuicka%
form*
$.,?T/>?508D / This rule is set on deliver% to
enable %ou to use the delivered
run t%!es* The
$.,?T/>?>,8;0>
le'islative field information is
also set to e7clude the use of
user-created run t%!es* /ou can
onl% use those run t%!es that are
delivered as standard& and %ou
cannot subse)uentl% add e7tra
run t%!es*
-2> , This rule is set to e7clude the
dis!la% of -tatement of
>arnin's*
"n addition& this le'islation rule is delivered if %ou choose the Ta7 .nit o!tion (hen %ou
run the "nternational #$3- -etu! !rocess:


Rule #ype Rule 'ode Co--ents
- I0e'
CodeJ?;8,4?D>T8"0-
This rule holds the "D for the -C0 ke%
fle7field*
-D0 8 This rule establishes the -C0 level* "t is
al(a%s assi'nment*
T8N?.,"T / This rule is set to indicate that the Ta7 .nit is
enabled* "t is created as a mandator% se'ment
in the -C0 ke% fle7field*
!e"islative ,ield Ino
This table describes the seeded le'islative field information:


,ield Na-e
1alidatio
n Na-e
1alidation #ype
#ar"et
!o$ation
Rule #ype
$.,?T/> >,8;0>
>T?.-8D> >,8;0>
$T?2$D?3>T#
2D
>,8;0>
C2,T>NT?M80.
>
D"-08
/
;02C4?$2>$
T/
8/W-8C
T
;808,C>?;$>84D2
W,
Run #ypes
This table describes the seeded run t%!es:


Run #ype Usa"e 2Se3uen$e4
3ain -tandard C6E rocess 8lone C2E a% -e!aratel% C3E
-tandard
rocess 8lone
a% -e!aratel%
"n addition to the deliver% of the above seed data the "nternational #$ and a%roll -etu!
!rocess also creates some further ob9ects as follo(s:
#a( Unit
"f the ta7 unit !arameter is set to /es then the setu! !rocess (ill determine (hether there
is an e7istin' fle7field structure for the -C0 fle7field (ith a code of
I0e'islation?CodeJ?-T$.CT.$>?",52* "f this structure does not e7ist then a ne(
structure (ill be created& other(ise the e7istin' one (ill be used*
"n addition the !rocess (ill create the Ta7 .nit fle7field se'ment in this structure usin'
the ->D3>,T6 column* The value set (ill be #$?T8N?.,"T?,83> that (ill return
the or'ani1ations identified (ith a classification of :D$>@0e'al >ntit%:*
The -tatutor% "nformation T8; on the 8ssi'nment form is enabled allo(in' access to the
-C0 fle7field*
The ta7 unit is mandator% (hen the em!lo%ee is associated (ith a !a%roll*
Inte"ration with HR'S Wor*&en$h
8s #$3- Workbench su!!ort of business 'rou! creation is enhanced it (ill make use of
the "nternational #$ and a%roll -etu! !rocess to deliver the default le'islation data for
ne( business 'rou!s (here the le'islation does not alread% e7ist*
The #$3- Workbench !rocess (ill default !arameter values into the "nternational #$
and a%roll setu! routine so that the #$3- Workbench dialo' does not have to 'ather
data about each individual le'islation* The default values for each le'islation have been
determined follo(in' anal%sis of the le'islative re)uirements*

*