Oracle Payroll

Prepared By Ashok Pattnayak

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Content:

Day-1
 Set up Compensation and Benefits.

 Define a Payroll.

 Write basic Oracle Fast Formula.

 Set up People and their Assignments.

Day-2
 Managing Payroll Process.

 Process corrections to a Payroll.

 Manage Post Payroll Run Processes.

 Conclusion.

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 Setup Compensation

 Uses elements to represent all types of earnings,

deductions and benefits.
 Links element to any number of combinations such as
organization, job, position, grade, payroll, location,
employee category.
 Create Payroll.

 Creates Salary basis.

 Links salary basis to an employee.

 Salary structure of an employee is captured.

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 Payroll Design Methodology

– There are fundamental setup steps within Total Compensation

Elements Setup for Payroll. They link together to create
effective payroll definitions.

Elements

Formulas Design Element Links

Methodology

Balances

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Three Steps to setup an element

• Define the information to hold

Element
1 Definition
• Define how to validate entries
• Define how to process entries

• Define who is eligible for the element

Element
2 Link
• Define costing
• Define how to validate entries

• Put the element on record for all

Element
3 Entry
employees who should receive it
• Automatic or manual entry

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Window To Define Elements

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 Element Link

Employee Eligibility Rules

 A link defines the eligibility of a specific element. For example,
people who hold a certain job or belong to a specific location or
organization may be eligible for a certain element. This eligibility
is then active when entering element entries at the employee
level.

 Each element has a classification such as Earnings, Voluntary

Deductions or information that determines its particular use.

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Element Link

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Balances

 Show the positive or negative accumulation of

particular values over period of time.
 These are generated by payroll runs and hold pay
values or other related values such as time periods
and number of employees.
 Oracle Payroll balances are in two categories:
Startup Balances:
• Put in place by localization teams.
• These are mainly legislative, i.e. they reflect the tax legislation of the
country where your enterprise is located.
• Accumulate over standard periods of time such as a payroll period, a
quarter or a year.

User-Defined Balances:
• Defined to meet your particular additional requirements.
• Defining a balance includes defining its feeds and dimensions.
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User Defined Balances

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Payroll Definitions

 For HR and payroll installations, the definition of a payroll is

necessary if elements (compensation and benefits) will be used.
A payroll is required to give a set of employees salaries with a
single frequency.
 Can define as many payrolls as required to meet the pay
policies of the company.

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Window to Create Payroll
Salary Basis

 A salary basis establishes the duration for which a salary is

quoted, for example, hourly, monthly or annually.

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Window To Salary Basis
Fast Formula

 Use to calculate element pay values and run results during

payroll processing.

 Oracle Fast Formula is a simple way to write formulas using

English words and Basic Mathematical Functions.

 Formula takes input from the window and database.

 Formulas can return values and messages

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Write Fast Formula

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Formula Link To Element
Employee and their Assignment

 Create Employee
 Create Employee Assignment
Setup Employee
Employee Assignment
Element Entry Values
Payroll Life Cycle

Quick Pay Preparing & initiating a Payroll Run

Starters/Leaver
s

Running the Costing Viewing

and Transfer to Payroll
Oracle General Process
Ledger Results

Managing other Processing

Payroll Processes corrections to Run
Results

Managing Post- Quick Pay

Run Processes Starters/Leaver
s

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Payroll Run Process

 QuickPay:- Enables you to carry out payroll processing for individual employees. You
can use QuickPay to pay employees who are leaving and who require payment
in mid period of payroll.
If an employee asks what their net pay will be this month, you can run QuickPay to find the
answer, then roll it back to remove all results from the database.

 Run payroll for set of employees:- Enables you to carry out payroll
processing for individual employees.

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Single Employee Payroll Process-
QuickPay
Batch Employee Payroll Process
View Payroll Process
View Payroll Results(Run)
View Payroll Results(Quickpay)
S.O.E. of Employee
Corrections in Payroll

 Sometimes it is necessary to make corrections to payroll runs.

 After running a payroll and viewing the results, you can make corrections,
adjustments and changes when the payroll process require this,
By using of process like :
 Retry: Use to correct a payroll run before post-processing has occurred.

 Reversal : Use to correct a payroll run when post-processing has already occurred.

 Rollbacks : Use to correct a payroll run without keeping any record of the original run.

You can roll back :

• An entire Payroll run
• An employee assignment
• An assignment set within a payroll run.

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Request for Correction of Payroll
Managing Post Run Processes

 Once you have run the Payroll Process and you are satisfied
with the results, you want to distribute payments to
employees.
 Then you can run the various processes required to complete
the payroll process:
• Prepayment process
• Payment Methods(BACS, Check Writer, Cash)
• Costing
• Transfer To GL

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Prepayments: The PrePayments Process enables you to allocate employee
payments between the payment methods that has defined.
View Payroll Process Results
Prepayment Status
BACs Process: Use the BACS to make direct deposit payments to your
employees.
Prepayment Status after BACS
BACS Result
Costing: Recording the costs of an assignment for accounting and reporting
purposes.

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Costing Result
Transfer To GL: Costed payroll data needs to posted in general ledger.
Conclusion

This presentation covered topic:

 Compensations and benefits.
 Setup of payroll process.
 Correction process.
 Post payroll process.
Question And Answers
Thank You