HR Implementation Setup

Creating an Implementation Project:

1. Sign in to the Oracle Fusion application:

2. Select Setup and Maintenance from the Navigator:

3. On the Implementation Projects tab, click Create:

Tasks (manage implementation projects)
4. On the Create Implementation Project page,
enter the required information and click next:
 5. Select Workforce Deployment and Workforce Development as the offerings:
6. Click Save and Open Project.

Verifying Geographies
1. Select Manage Geographies in the implementation project checklist:

2. On the Manage Geographies page, select SA and click Search to view the predefined
geography setup and content for Saudi Arabia:

3. Click the green checkmark for each type of geography data you want to verify:

 Address Cleansing Defined:

  Structure Defined:

 Hierarchy Defined:

 Validation Defined:
 4. Verify the information on each page and make any necessary changes, then click Save
and Close.

Legal Jurisdictions:
1. Select Manage Legal Jurisdictions in the implementation project task list:

Legal Addresses
1. Select Manage Legal Addresses in the implementation project task list:

2. On the Manage Legal Addresses page, click Create.

 3. On the Location Create page, enter the address information and click OK:

Legal Authorities
1. Select Manage Legal Authorities in the implementation project task list:

2. On the Manage Legal Authorities page, click Create.

3. On the Create Legal Authority page:

4. Click Save and Close.

Legislative Data Groups

To define an LDG:
1. Select Manage Legislative Data Groups in the implementation project task list:

2. On the Manage Legislative Data Groups page, click Create.

3. On the Create Legislative Data Group page, provide the required information and click

Submit:

Legal Entities
1. Select Manage Legal Entities in the implementation project task list:

2. Click Create to display the Create Legal Entity page:

3. Provide the required information, noting the following:
 If a legal entity is not designated as a payroll statutory unit, you must select an existing
payroll statutory unit to which it belongs.
 The Legal Entity Identifier is an internal code.
 An identifying jurisdiction must have been previously defined.
 You must have previously defined the legal address for the legal entity.
 The type of registration information required is based on the Registration Code
Assignment information you defined when you created the selected jurisdiction. In this
case, GOSI Number and Legal Entity Registration Number are required.

4. Click Save and Close.

Legal Entity Registrations
1. Set the scope for this task by selecting Define Legal Entities for Human Capital
Management in the implementation project task list:

2. On the Scope Selection window, select (Select and Add):

3. Search for and select the legal entity you just created, and then click Save and Close.

4. Select Manage Legal Entity Registrations in the task list.

The Manage Registrations page displays a list of registrations for this legal entity: Enter
the required information, noting the following:
5. Click Create to add a registration:

6. Enter the required information, noting the following:

  When you select a jurisdiction, the Territory field is populated automatically.
 The Issuing Legal Authority field displays a list of all legal authorities associated with
the selected jurisdiction.
 The Registered Address field displays a list of all predefined legal addresses.

7. Click Save and Close.

Person Management 

1. Select Person Management under My client groups:  

2. Search for and select the person record: 

 3. Navigate through the various tabs to view and manage the complete set of person
information. Select either Edit>Correct or Edit>Update to modify the information in
any section. 

Person Information: 

Contacts: 

Documents: 
Disabilities: 

Extra Information: 
 This tab is used to capture country-specific person information. 

Employment Management 
Tasks ---> employment 
From here, you can modify an existing instance of employment or add a new instance if, for
example, an employee has a job change. 

Terminating a Worker 
1. Task ---> work relationship  
 2. On the Manage Work Relationship page, select Terminate from the Actions menu:

3. On the Terminate Work Relationship page, enter the details of the termination,
including the termination reason: 

Availability of Functionality Based on Product License 

The availability of certain features such as calculation cards and element templates depend on
the type of license you have.  

HR-Only: As an HR-only customer, you get access to the basic version of the element templates.
These templates create the element and you need to create the input values, formulas,
balances to meet your business requirements.  

Payroll Interface: As a payroll interface customer, you get access to a number of payrolls
features not available to an HR-only customer. This includes access to the full earnings element
that creates the element, input values, formulas, balances. These earnings elements can be
processed through the calculation to Gross process which is also available to Payroll Interface
customers. Any other type of element, such as calculation, is created using the basic version of
the element templates and you need to create the input values, formulas, balances. 

The sections that follow describe how to define payroll-related information to support the
Payroll Interface for Saudi implementations:  
 calculation Cards  
 Consolidation Groups   
 Payroll Definitions  
 Organizational Payment Methods  
 Personal Payment Method  
 Elements and Gross Compensation 

calculation Cards 

 Creating the Employer calculation Cards  

1. Select Setup and Maintenance from the Navigator:

2. On the Implementation Projects tab, click Create:

Tasks (manage implementation projects)
3. Search for and select the Implementation Project name:

4. Expand Define Enterprise Structures for Human Capital management and Legal Entity
Calculation Cards, then click on the corresponding Go to Task icon:

5. Click on Create:
Creating the Employer Social Insurance Card
1. Select Employer GOSI Details in the Name field to define data required for Social
Insurance calculation:

Note: Employer GOSI Details calculation component was created automatically. SA GOSI Details
at Payroll Statutory Unit calculation component details record are also created.
2. Expand calculation component details:

3. Select the required Reference Formula field, and click Save:

Creating the Employer Gratuity Details Card

 1. Select Employer Gratuity Details in the Name field to define data required for Gratuity
calculation:

2. Expand the Saudi Gratuity Information calculation component details:

3. Enter the required information, and click Save.

4. Save the calculation card.

Employee calculation Cards

Employee GOSI Details Card
The social insurance card is automatically created when the new hire process for an employee
is completed, provided the employee citizenship information is specified. If the citizenship
information is not specified, then the social insurance card must be created manually.
For the automatic card creation to be enabled, your Payroll Product Usage must be set to
Oracle Fusion Payroll or Payroll Interface.
Creating the Employee GOSI Details Card
1. Select Payroll Calculations from the Navigator:
2. Select the search person:

3. Search for and select the employee for whom you want to create the card:

4. Select Employee GOSI Details in the Name field to define data needed for
calculating and reporting social insurance:
Note: This Employee Social Insurance Detail card component creates element entry for the
Auto Indirect element. Hence, you need to create the element eligibility for this element before
creating the card.
Adding calculation Components for Social Insurance
1. In the calculation Overview pane, select Social Insurance:

2. Expand the Social Insurance Details calculation component details:

Additional Calculation Component Details for Social Insurance
You can add additional calculation component details for social insurance contributory salary
adjust amount or override amount.
Setup for GOSI Reference Salary:
1. Click Create on the Component detail:
2. Select Saudi GOSI Reference Salary Setup in the Calculation Component Details field

3. Enter the GOSI Reference Salary amount:

Creating the Adjust GOSI Reference Salary

4. Click Create on the Component detail
 5. Select Saudi GOSI Reference Salary Adjustment in the Calculation Component Details
field

6. Enter the GOSI Reference Salary Adjustment amount:

Creating Associations
1. In the calculation Card Overview pane, click Associations.
2. Click Create in the Associations section:

3. On the Create Association window, select the TRU responsible for reporting calculation s
for this person:

4. Click OK, and then click Save to save the association.

5. In the Association Details section, click Create.

6. On the Create Association Details window, select the employment terms number and
calculation component, then click OK.
Note: If the employer uses a 3-tier model, you will select an assignment rather than an
employer terms number.
7. Save the calculation card
Creating the Employee Gratuity Details Card
A Gratuity calculation card captures values required for calculating and processing the
Gratuity payment.
Gratuity card is created automatically upon employee termination, provided the Registered
for Social Insurance checkbox is unselected for the employee. When the gratuity card is
created, the gratuity component, component details, and association are automatically
created.
For the automatic card creation to be enabled, your Payroll Product Usage must be set to
Oracle Fusion Payroll or Payroll Interface.
1. Select Payroll Calculations from the Navigator:

2. Select the search person:

 3. Search for and select the employee for whom you want to create the card:

4. Click Create:
5. Select Employee Gratuity Details in the Name field to define data required for
Gratuity calculation:

Note: This Employee Gratuity Details card component creates element entry for the Gratuity
Auto Indirect element. Hence, user has to create the element eligibility for this element before
create the card.
Adding calculation Components details for Gratuity
1. To add the required information for processing Gratuity Calculation:
 Note: Gratuity Details, calculation component was created automatically. Gratuity
Details calculation component details record was also created.

2. Expand the Gratuity Details calculation component details, and provide the Override
value, if required

Creating Associations
You must associate the Gratuity card with a tax reporting unit (TRU). You must also associate
each card component with employments terms (or with an assignment in a three-tier
employment model).
1. In the Card Overview pane, click Associations
2. Click Create in the Associations section.
3. On the Create Association window, select the TRU responsible for reporting calculation
for this person:

4. Click OK, and then click Save to save the association.

5. In the Association Details section, click Create.

6. On the Create Association Details window, select the employment terms number and
calculation component, then click OK
Note: If the employer uses a 2-tier model, you must select an assignment rather than an
employment terms number.

7. Save the calculation card.

Banking Setup
An HR customer may want to add payee banking information even if payroll is not processed by
Oracle Fusion Payroll for Saudi. For example, banking setup may be required for reporting
purposes or because the data may be passed to other products, such as an expenses module.
To accommodate this scenario, the setup of banks and branches must be done before entering
bank accounts and payment methods for the payee. Additionally some payroll setup, described
later in this document, would be needed.
No banks or branches are predefined for Saudi. Banks and branches must be defined during
implementation. This can be done manually, by entering the banks and branches in the
application, or it can be done in a mass upload process.
Banks
1. Sign in to the application with a role that has implementation privileges, such as
APPL_IMP_CONSULTANT.
2. Select Manage Banks in the implementation project task list:

3. Click Create.
4. On the Create Bank page, provide the required information:

Bank Branches
1. Select Manage Bank Branches in the implementation project task list:
 2. Click Create.
3. On the Create Bank Branch page, provide the required information:

Bank Accounts
Once banks and branches are set up, you can define the bank accounts that are needed for the
organization. Normally, implementation teams set up bank accounts that are used at an
organizational level, such as the source bank accounts for payments, rather than bank accounts
at the individual payee level.
No bank accounts are predefined for Saudi
1. Select Manage Bank Accounts in the implementation project task list:

2. Click Create.
3. On the Create Bank Branch page, provide the required information:
Note: If you want to use this bank account for processing payments related to payroll, select
the Payroll option in the Account Use field.
Organization Payment Methods
After setting up banks, you can define the payment methods that can be used within the
organization itself.
No organization payment methods are predefined for Saudi. Implementation teams will need to
create the ones applicable to the enterprise.
1. Select Manage Organization Payment Methods in the implementation project task list:

2. Click Create.
3. Select the legislative data group associated with this payment method:

4. On the Create Organization Payment Method page, enter the required information:
Note: Saudi supports the following Payment Types: EFT, Cheque , and Cash Payment. If you
select EFT, the page is refreshed to show fields related to electronic file transfer (EFT).
Net Pay Balance
During the payment process, the net pay balance is used to store the amount to be transferred
as remuneration for the payee. A net pay balance, named Net Pay, is predefined for Saudi, and
no additional setup is required during the implementation phase.
1. Select Manage Balance Definitions in the Payroll Calculations or Setup and Maintenance
work areas:
2. Enter Net Pay in the Name field and select a Saudi LDG, then click Search:

3. Click the Net Pay balance in the Search Results to view the balance information:
 4. Click Balance Dimensions in the left panel to display the dimensions associated with this
balance:

Consolidation Groups and Payroll Definitions

Consolidation groups and payroll definitions are normally concepts related to payroll, but if an
HRonly customer has the requirement to assign banking details for the employee, then these
objects must be set up first.
Consolidation Groups
Consolidation groups are used within the organization to enable grouping of different payrolls
for reporting purposes. No consolidation groups are predefined for Saudi. If you create payroll
definitions for the implementation, you must define at least one consolidation group first since
it is mandatory information for payroll definitions.
1. Sign in to the application with a role that has implementation privileges, such as
APPL_IMP_CONSULTANT.
2. Select Manage Consolidation Groups in the implementation project task list:
 3. On the Manage Consolidation Groups page, click Add Row:

4. Enter a name and select a legislative data group. Description is optional, but useful to
provide.
5. Click Save.
Payroll Definitions
Payroll definitions contain calendar and offset information that determine when payments are
calculated and costed. Using payroll definitions, you can specify payment frequency, processing
schedule, and other parameters for a particular payroll. Payroll period types, such as weekly or
monthly, determine the interval at which you pay employees.
Each payroll definition can be associated with only one payroll period type, and you must set up
at least one payroll definition for each payroll period type that you use to pay employees.
When you create a payroll definition, the complete payroll schedule is automatically generated,
based on the selected payroll period type, any offsets or calendar adjustments, and the number
of years that you specify. Once you have saved a payroll definition, you can assign employees to
it on the Manage Payroll Relationships page.
Before you can create a payroll definition, you must have already defined a legislative data
group and consolidation group.
1. Select Manage Payroll Definitions in the implementation project task list:
2. Click Create.
3. Select the LDG for this payroll definition, and click Continue:

4. On the Create Payroll page, enter the required information:

Note the following:

 You must select an existing consolidation group.
 Saudi Arabia only supports Monthly Calendar as period type.
 Click Add Row in the Valid Payment Methods section to add an organization payment
method to use as the default, plus any additional payment methods that are valid for
this payroll. You can select any organization payment method defined for the LDG that is
linked to this payroll definition.
5. Click Next, and provide the required information on the Payroll Offsets page:
Person Payment Information
To add payment information for an employee, you must assign a payroll definition to the
employee even if you will not be processing payroll for the employee using Oracle Fusion
Payroll.
Assigning a Payroll to the Employee
If a payroll definition was not assigned to the employee during the hire process, follow these
steps to do so:
1. Sign in to the application with a role that has payroll privileges, such as PAY_MGR_ALL.
2. Select the Manage Payroll Relationships task in the Payroll Calculations or Payment
Distribution work area:

3. Search for and select the employee.

4. On the Manage Person Details page, add the payroll in the Payroll Details section:

Assigning Payment Methods to the Employee

Once banks and branches have been loaded in the system and a payroll definition has been
assigned to the employee, you can add payment methods to the employee record.
1. Select the Manage Personal Payment Methods task in the Payroll Distribution work
area:
2. Search for and select the employee.
 3. On the Personal Payment Method page, select the Organization Payment Method for
this employee:

An employee can have multiple payment methods.

 Use the Payment Amount Type and Percentage fields to manage distribution across different
payment methods.
Elements and Compensation
Even if elements are normally used in a payroll project only, the implementation team of an HR
project may need to create a regular earnings element and connect it to compensation
information, such as basic salary or other gross compensation elements.
Elements may also be used in the process of calculating gross compensation for the Payroll
Interface. Elements and Element Templates
Elements are created through predefined element templates, which provide the user with an
intuitive user interface and manage the creation of different types of elements and their
associated objects. The template engine gets a set of rules from the template and processes the
predefined template structure to create appropriate data.
A set of element templates is predefined for Saudi allowances e.g. Housing Allowance. The
following global template is used to create base pay:
The following steps show how to create a standard earnings element for basic salary:
1. Select Manage Elements in the Setup and Maintenance or Payroll Calculations work
area:

2. On the Manage Elements page, click Create.

3. On the Create Element window, select a legislative data group and a primary
classification, then click Continue:
4. Complete the fields at the top of the Create Element page, and then answer the
questions:

5. Click Next, and complete the rest of the questionnaire:

6. Verify the information and click Submit to create the new element:

7. On the Element Summary page, provide additional information as needed, such as input
values, processing rules, and eligibility:

Use the Element Overview panel to navigate through the setup pages.
Note: Element eligibility must be defined so the element can be linked to an element
entry (and hence to gross compensation).
8. In the Element Overview panel, select Actions>Create Element Eligibility.
 9. On the Element Eligibility page, enter a name in the Element Eligibility Name field and
click Submit.

Note: By entering only a name and no eligibility criteria, the element is eligible for all
employees.
10. Click an Input Value in the left panel to provide additional information as needed:
11. Repeat this entire process to create a set of elements to support your business needs. For
example, you might create another element for a housing allowance.
Element Entries
For earnings to be associated with a person, you must create an element entry for that person
and that element. In the sections that follow, you will see how an element entry is
automatically generated by creating a Salary Basis or a Compensation entry for the payee.
Other processes (described in detail in the Oracle Fusion Global Payroll Guide) can also be used
to create element entries for a person.
Salary Basis and Compensation
Once you have created the elements that are meant to hold the payee basic salary and
compensation information, you can perform the setup required to attribute the gross
compensation to the payee.
Salary Basis
1. Sign in to the application with a role that has compensation administrator privileges, such as
CMP_ADMIN_ALL.
2. Navigate to Compensation work area:
3. Select Manage Salary Basis, and then click Create:

4. On the Create Salary Basis page, select the payment element to use for the salary basis
and provide the required information:
Individual Compensation
1. In the Compensation work area, select Manage Plans and click Create:

2. Select the payroll element for the compensation plan, such as a car allowance:

3. Select the Dates tab and set the payment start and end dates:

4. Select the Eligibility tab to define eligibility for the plan:

5. Select the Plan Access tab and indicate whether to restrict access to this plan:

6. Select the plan info tab and add any user instructions you want to associate with the plan.

Assigning Salary Basis and Compensation to a Payee

Once you have completed setup for Salary Basis and Compensation, you can assign them to the
payee.
Adding a Salary
1. Select Change Salary in the Person Management work area:

2. Click Create, then complete the fields on the Add Salary window:
3. On the Manage Salary page, select the previously created Salary Basis and enter a Salary
Amount, such as 2000 SAR per month:

When you save this record, an element entry with the specified start and end dates is
automatically generated. You can view the entry on the Manage Elements page.

Note that an annualized value of the compensation is given to the Salary Basis. The
salary element entry is passed to the Gross Compensation calculation process, which
prepares compensation data for the Payroll Interface.

Adding Compensation
1. Select Individual Compensation in the Person Management work area:
2. On the Manage Compensation page, click Award Compensation:
 3. On the Award Compensation window, select the previously created compensation
plan and enter the compensation amount, such as 500 SAR for housing allowance:

When you save this record, an element entry with the specified start and end dates is
automatically generated. You can view the entry on the Manage Elements page.
The compensation element entry is passed to the Gross Compensation calculation process,
which prepares compensation data for the Payroll Interface.
Common Lookups Customization Level
The customization level of the following common lookups has been modified from Extensible to
User. Caution: Do not update or delete the delivered lookup values.
· CONTACT
·MAR_STATUS
· PER_HIGHEST_EDUCATION_LEVEL
· PER_NATIONAL_IDENTIFIER_TYPE
· PER_ETHNICITY · PER_VISA_PERMIT_TYPE

Conclusion
This document has provided a set of information useful for anyone implementing or using
Oracle Fusion HRMS (Saudi) HR.
In order to verify that all the tasks needed in an implementation have been performed, we
recommend referring to the documents mentioned in the Other Information Sources section.