Payroll PreProcessing

Distribution
Oracle HRMS.

Job Title*

Ownership
The Job Title [list@YourCompany.com?Subject=LABxxxxx] is responsible for ensuring that
this document is necessary and that it reflects actual practice.

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Payroll PreProcessing
Overview
This practice introduces students to various payroll processes available in Oracle HRMS. In this
lesson, students learn how to:

 Create an Assignment Set

 Create a Batch in BEE using an Assignment Set

 Create an Element Set

 Create a Batch in BEE using an Element Set

 Validate a BEE Batch

 Transfer a BEE Batch

Assumptions
 You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.

 Where required, substitute ‘xx’ with your initials.

 The practices in this document use the UK Super HRMS Manager responsibility.

Tasks
Create an Assignment Set

1. Expand the Payroll > Assignment Set section of the Navigator.

2. Create an Assignment Set called xx_Assignment where ‘xx’ represents your unique
identifier.

Enter BEE using an Assignment Set (Create a Batch in BEE using an Assignment
Set)

3. Expand the Mass Information eXchange > Batch Element Entry section of the Navigator.

4. Enter an xx_Batch Name in the Batch Name field, where ‘xx’ represents your unique
identifier.

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Create an Element Set to use with BEE

5. Expand the Payroll > Element Set section of the Navigator.

6. Create an Element Set called xx_Element where ‘xx’ represents your unique identifier.

Enter BEE using an Element Set (Create a Batch in BEE using an Element Set)

7. Expand the Mass Information eXchange > Batch Element Entry section of the Navigator.

8. In the Batch Assignment Entry window, select the xx_Element, where ‘xx’ represents
your unique identifier.

Validate a BEE Batch

9. Expand the Mass Information eXchange > Batch Element Entry section of the Navigator.

10. Enter the xx_Batch, where ‘xx’ represents your unique identifier.

Transfer a BEE Batch

11. Expand the Mass Information eXchange > Batch Element Entry section of the Navigator.

12. Enter the xx_Batch, where ‘xx’ represents your unique identifier.

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Solution - Payroll PreProcessing
Create an Assignment Set

1. Log on to Vision and select the UK Super HRMS Manager responsibility.

2. Locate the menu option for creating an assignment set:

(N) Payroll > Assignment Set

1. Enter xx_Assignment Set in the Name field, where ‘xx’ represents a unique name id.

2. Select the xx_Monthly payroll.

3. Save the new set.

4. Choose the Amendment button.

5. Select Include in the Include/Exclude field. In the Full Name field, select the employees
you want to add to the assignment.

6. Save your work.

Enter BEE using an Assignment Set (Create a Batch in BEE using an Assignment
Set)

1. Navigate to the Batch Element Entry window:

(N) Mass Information eXchange > Batch Element Entry

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 2. Enter an xx_Batch Name in the Batch Name field, where ‘xx’ represents a unique name
id.

3. Save your work.

4. Click Assignment Set.

5. In the Create Batch Lines window, select xx_Assignment Set and Payroll Type monthly.

6. In the element field, select Bonus for the element, and enter the input values as
appropriate.

7. Choose the Process button to submit a concurrent process called Create Batches. Confirm
that you want the system to create the lines. Click the OK button in the Process Request
dialog box to return you to the Batch Header window.

Create an Element Set to use with BEE

8. Navigate to the Element and Distribution Set window:

(N) Payroll > Element Set

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 9. Enter an xx_Element Name for the set, where ‘xx’ represents your unique group name id.

10. In the Type field, select Customization Set.

11. Save your new set.

12. Click Classification Rules, and select Direct Payment. Save the set and close the window.
The elements in the classifications you chose are now listed in the elements region.

13. In the Element and Distribution Set window, click on an element and click the Include
Element button. In the Elements field, select the Bonus element, and click OK.

14. Save your work.

Enter BEE using an Element Set (Create a Batch in BEE using an Element Set)

15. Navigate to the Batch Element Entry window:

(N) Mass Information eXchange > Batch Element Entry

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 16. Enter the Batch Name xx_Batch in the Batch Header window, where ‘xx’ is your unique
identifier.

17. Save your work.

18. Click Assignment Lines.

19. Query the Employee Assignment and Element Set.

20. Enter the appropriate input values for each element.

21. Save your work and close the window.

Validate a BEE Batch

22. Navigate to the Batch Element Entry window:

(N) Mass Information eXchange > Batch Element Entry

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 23. Query the xx_Batch, where ‘xx’ is your unique identifier.

24. Click the Process button.

25. Select Validate, and choose Start. The system displays the concurrent request ID.

Note: When the concurrent request is complete, you can query the batch in the Batch Header
window. The status is displayed in the Batch Status box. If you have several batches to
review, you can query them in the Batch Summary window.

26. Save your work.

Transfer a BEE Batch

27. Navigate to the Batch Element Entry window:

(N) Mass Information eXchange > Batch Element Entry

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 28. Query the xx_Batch, where ‘xx’ is your unique identifier.

29. Click the Process button.

30. Select Transfer, and choose Start. The system displays the concurrent request ID.

Note: When the concurrent request is complete, you can query the batch in the Batch Header
window. The status is displayed in the Batch Status box. If you have several batches to
review, you can query them in the Batch Summary window. If the Batch status is error, the
process has set the status of at least one line, or control total to error.

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