Case Study: Fusion Payroll: How to Create and Modify a Fast Formula To

(Doc ID 1579738.1) Bottom

In this Document

Purpose
Details
  About this document
  Navigation
  1 - Create
  2 - Formula Type
  3 - Compensation Formula Types
  4 - Payroll Formula Types
  5 - Formula Editors
  6 - Expression Editor
  7 - Database Items, Functions and Global Values
  8 - Custom Formula Text
  9 - Save and Submit
  10 - Compile
  11 - Compile Status

APPLIES TO:

Oracle Fusion Global Payroll Cloud Service - Version 11.1.5.0.0 and later
Oracle Fusion Global Payroll - Version 11.1.5.0.0 and later
Information in this document applies to any platform.

PURPOSE

 The purpose of this document is to describe necessary steps to create Fast Formula in Oracle
Fusion Payroll.

DETAILS

Oracle Fusion Fast Formula

How to create a fast formula.

If you are a Software-as-a-Service (SaaS) customer, there may be sections in this document
that need not be performed by you.  Please log a Service Request in My Oracle Support for
Oracle to do this for you
 
About this document

Fast Formulas are always customer specific and this document does not try to tell you how to
create any Fast Formula.  The document is designed to give you the concepts on how to
design and create Fast Formulas.  You may need further training and or guidance for any
specific Fast Formulas you attempt to create.

Prior to making use of this document and creating any Fast Formula, it is advised that you
have:

 A thorough understanding of payroll elements and objects

 Familiarity with eTRMs (data dictionary documents)
 Experience in writing precise end user requirements
 Experience in writing computer code, and
 The ability to define the fit/gap for the area of the application for which the Fast
Formula is proposed

NOTE: Formulas are upgrade safe, patch safe and they are to be considered extensions rather
than customizations. 

Navigation

In order to create a custom Fast Formula or edit an existing Fast Formula in Fusion, you must
Go to Task “Manage Fast Formulas.”  At this task page, you may search for an existing
Formula with an Effective date or you may create your own. 

The following images will navigate through the process of creating a custom Fast Formula
via this task. 

1 - Create

The first step is to navigate to the task and click Create. 

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2 - Formula Type

The application will prompt for the custom *Formula Name, *Type, Description, *LDG and
based on the type chosen, a Type of Editor will be displayed.  When creating formula names,
it is best practice to use and enforce a unique and consistent naming convention.  There are
122 different types of formulas to choose from in the drop-down and the type chosen will
determine the available Database Items and the input values in addition to the appropriate
Type of Editor.
 

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3 - Compensation Formula Types

There are a number of types for the Compensation, Payroll and Absence Management
modules but the majority of other types belong to the Benefits module.

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4 - Payroll Formula Types

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5 - Formula Editors

The most appropriate Type of Editor for a particular Formula Type is determined by the
application.  The two Types of Editors are Expression and Text.  The Text Editor will require
an Effective Start Date.  Best practice is to use an Effective Date that will precede any Hire
Date, e.g. mm/dd/yyyy as 01/01/1951. 

Click Continue. 

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6 - Expression Editor

If the Expression Editor was chosen, the Expression wizard will appear in the Manage
Formula Details section in the Local Area of the User Interface.  Instead of writing the
Formula text from scratch, the wizard will create the Formula based on the values chosen or
entered in the Formula Details fields. 

The user can enter many arguments in the Expression Editor wizard.  The green arrows above
the arguments allow the user to determine the sequence (“Add Before” or “Add After”).

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7 - Database Items, Functions and Global Values

When the Text Editor is chosen, the user is given more flexibility than with the Expression
Editor.  The Text editor asks for completely custom Formula text.  The Formula must be
written with the proper Syntax and Structure and the correct Database Items for the particular
Formula type can be included.  In the Fast Formula Assistant, the user can search for
Database Items, Functions and Global Values (Global Values found in: Payroll Admin >
Batch Loader > Globals type).  The user should be aware of the available database items for
the particular Formula Type before using them in the Formula. 

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8 - Custom Formula Text

The Text Box in the Local Area of the UI is the area for the Formula text.  The user may
create a custom Fast Formula here.

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9 - Save and Submit

Once the Formula is complete, whether it was created with the Expression or Text Editor,
Save and Submit the Formula before compiling.

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10 - Compile
Once the Formula has been saved and submitted, click Compile

The Formula has been successfully submitted for compilation only if the following message
appears.

Click Ok. 

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11 - Compile Status

The Compile Status above the Formula Text should display a clock icon after submission
which represents a status of In Progress.  To continue process, click Refresh and observe the
Compile Status.

Once the Compile Status displays a green checkmark, the Formula has been compiled
successfully.  If the Compile Status displays a red “X,” the Formula did not compile
successfully and the user should scroll to the bottom to review any messages and/or refer to
the Incident Log for more information.  See Troubleshooting Tips for some possible
solutions.