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!nsert Picture "ere#
Oracle $%&usiness 'uite (12 "uman Capital )ana*ement +"C), $ssentials
Partner &oot Camp -rainin* Courseare
Oracle Payroll
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;ey +ontent +ontributors
Contributin* Companies
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)odule/ Payroll
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Module Objectives
Retro Element Configurations & Retro Pay Process
Costing Fundamentals
Elements Definition & Links etu!
"ssignment & Element etPayroll & "ssignment Process Results
Fast Formula & Element Run Results
#alances & Dimensions
$se #atc% Element Entry #EE'
(ntegration of Payroll )it% *L+ Cas% Management &"ccounts Payable
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Payroll Run+ Pre,Payment+ Payment+ Costing+ -ransfer to
*L Processes
Payroll Process
3Payroll Processin* calculates the amount of salary needs to be paid to the
employees.3Processin* of Payroll can be done by folloin* ays/
3 7uic Pay
3 Payroll
.uick Pay Overvie)
37uic pay is used to process payroll for one assi*nment at a time.
37uic pay is used Checin* the payroll calculation after main* any
necessary one%time chan*es to a recurrin* earnin* or deduction
3Once the 7uic Pay run has a status of Complete9 you can perform post
run processin* by includin* the employee in a consolidation set or bystartin* the prepayments from the 7uic Pay indo.
38sed for erifyin* that the ri*ht element entries for the employee are *oin*
to process. One can to**le specific entries on or off before the run.
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Payroll Run+ Pre,Payment+ Payment+ Costing+ -ransfer to
*L Processes
+:, People # $nter and )aintain # ;ssi*nment &utton # Others &utton #7uic pay
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Payroll Run+ Pre,Payment+ Payment+ Costing+ -ransfer to
*L Processes
7uic Pay (esults can be ieed by selectin* one of the four options/
3 &alances
3 7uic Pay (un )essa*es
3 (un (esults
3 'O$ (eport
#alances
3 -his opens the 5ie &alances indo9 and displays the latestbalances for the employee9 includin* the results of the 7uic Pay run
Run Results
3 -his opens the (un (esults indo9 hich allos you to reie the
Pay 5alue of each element processed in the 7uic Pay run
OE Re!ort
3 -his displays an online 'tatement of $arnin*s for the 7uic Pay run
C f
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Payroll Run+ Pre,Payment+ Payment+ Costing+ -ransfer to
*L Processes+:, People # $nter and )aintain # ;ssi*nment &utton # Others &utton
# 7uic pay # 5ie (esults &utton
P ll R P P t P t C ti - f t
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Payroll Processing Overvie)
3 -he main purpose of the payroll run is to calculate an employee
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3 Payroll Process is done by submittin* a concurrent reuest of name
>Payroll (un?+(euest :ame is >Payroll Process? in 8' le*islation, in
the system. Folloin* Parameters are proided durin* the Payroll run/3 Payroll :ame +)andatory,
3 Consolidation 'et +)andatory,
3 Payroll Period +)andatory,
3 ;ssi*nment 'et +(euired to process only *roup of employees,
3 $lement 'et +(euired if only some $lements needs to be processed,
3 (un -ype +Depends on @e*islation,
Payroll Run+ Pre,Payment+ Payment+ Costing+ -ransfer to
*L Processes
P ll R P P t P t C ti - f t
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+:,5ie # (euest
Payroll Run+ Pre,Payment+ Payment+ Costing+ -ransfer to
*L Processes
P ll R P P t P t C ti - f t
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Payroll Run+ Pre,Payment+ Payment+ Costing+ -ransfer to
*L Processes
Pre,Payments
3 !t determines the net amountand medium to be paid to theemployee dependin* on thepersonal payment methodsattached to the employee.
3 Pre Payments process issubmitted throu*h a concurrentreuest >PrePayments?.
3 -racin* of Prepayments is donethrou*h Payroll Process (esultsand ;ssi*nment Process
(esults 4indo.
3 +:,5ie # (euest
P ll R P P t P t C ti - f t
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Payroll Run+ Pre,Payment+ Payment+ Costing+ -ransfer to
*L Processes
Direct De!osit
3 -his is a )a*netic reportprocess hich *enerates ama*netic file that can be *iento ban for Direct deposit.
3 !n 8' le*islation it is non as
:;C";. !n 8A le*islation it isnon as &;C'. -his ary fromlocalization to localization.
3 -racin* of Direct Deposit isdone throu*h Payroll Process(esults and ;ssi*nmentProcess (esults 4indo.
3 +:,5ie # (euest
Pa roll R n Pre Pa ment Pa ment Costing -ransfer to
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Payroll Run+ Pre,Payment+ Payment+ Costing+ -ransfer to
*L Processes
C%e/ue 0riter
3 -his process prints the cheuesthat needs to be issued to theemployees.
3 Cheue 4riter process issubmitted throu*h a concurrent
reuest >Cheue 4riter?.3 -racin* of Cheue 4riter is done
throu*h Payroll Process (esultsand ;ssi*nment Process (esults4indo.
3 +:,5ie # (euest
Payroll Run Pre Payment Payment Costing -ransfer to
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Payroll Run+ Pre,Payment+ Payment+ Costing+ -ransfer to
*L Processes
1oid C%e/ue Payment
3 -his process cancels the cheuesthat has been issued to theemployees.
3 5oidin* of Cheue is done bysubmittin* a concurrent reuest
>5oid Chec Payments?.
3 ;fter this process9 hen cheuepayment details are ieedthrou*h Payroll Process (esultsand ;ssi*nment Process (esults
4indo then status of assi*nmentould be >5oid?
3 +:,5ie # (euest
Payroll Run Pre Payment Payment Costing -ransfer to
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Costing
3Costin* process is run after yourun the payroll and
prepayments process.
3-he Costin* process
accumulates results for
transfer to the Beneral@ed*er.
3-his process sorts the run
results in accordance ith the
information defined at arious
leels lie Company9Department etc.
3+:,5ie # (euest
Payroll Run+ Pre,Payment+ Payment+ Costing+ -ransfer to
*L Processes
Payroll Run Pre Payment Payment Costing -ransfer to
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-ransfer to *L3 ;fter runnin* the Costin* Process9
the ne6t step to run is the
-ransfer to B@ process.
3-his transfers the results of the
Costin* process for the payrollrun to the Oracle Beneral
@ed*er. 4hen you hae run
the -ransfer to B@ Process9 you
hae completed all the Post%
(un Processes.
3 +:,5ie # (euest
Payroll Run+ Pre,Payment+ Payment+ Costing+ -ransfer to
*L Processes
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Module Objectives
Payroll Run+ Pre,Payment+ Payment+ Costing+-ransfer to *L Processes
Costing Fundamentals
Elements Definition & Links etu!
"ssignment & Element et
Payroll & "ssignment Process Results
Fast Formula & Element Run Results
#alances & Dimensions
$se #atc% Element Entry #EE'
(ntegration of Payroll )it% *L+ Cas% Management &"ccounts Payable
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Retro Element Configurations & Retro Pay Process
Overvie)
3(etro Pay is a process that is run hen items affectin* pay hae to be
altered retrospectiely9 leadin* to bac pay adustments3-he (etro Pay process is run to ensure that the payroll run for the currentperiod reflects any bacdated payments or deductions. &acdatedadustments can occur hen/
3 ;n employee receies a pay aard that is bacdated to a preious pay period.
3 -he payroll department maes a retrospectie correction for an error that
occurred in a preious pay period
3 -ypes of (etro Pay3 (etro Pay +&y ;**re*ate,
3 (etro Pay by $lement
3 (etro Pay+$nhanced,
Retro Pay#y "ggregate'3 (etro Pay +by ;**re*ate, a**re*ated the payments oer a period or a
multiple period interal as lump%sum retroactie adustments in there*ular payment period.
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Retro Pay by Element
3(etro Pay by $lement produced multiple retroactie element entries foreach element entry9 hich has been chan*ed for each processed payrollperiod.
Retro PayEn%anced'
3-he (etro pay +$nhanced, proide added fle6ibility and additional
features. (etro Pay +$nhanced, replaces (etro Pay by $lement but
retains its ori*inal characteristics.
3-he process reprocesses based on the earliest assi*nment reprocessdate +as opposed to the user supplied date,.
3(etropay +$nhanced, is a to%sta*e process/
3(un the >(etro%:otification (eport +$nhanced, % PDF? concurrent reuest.
3 -his process creates data that stores details of all assi*nments and entriesthat reuire retropay because they hae had retrospectie chan*esaffectin* them
Retro Element Configurations & Retro Pay Process
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Run t%e RetroPay En%anced' !rocess2
3-his process dries off the ne data tables to only re%process those
assi*nments ith chan*ed data and only re%process historical data bacto the reuired effectie date.
Retro Element for RetroPay En%anced' Configuration
3Create the retro earnin*s element.
3 (etro element is a non%recurrin* element and has similar attributes as thebase element
3 Create the lin of (etro element.
3 ;ttach the (etro calculation $ent Broup
3 ;ttach the retro element to the base element under (etro component&utton
Retro Element Configurations & Retro Pay Process
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Retro Element Configurations & Retro Pay Process
3 (etro%:otification (eport+$nhanced,%PDF
3 +:,5ie # (euest
3 (etroPay +$nhanced,
3 +:,5ie #(euest
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Module Objectives
Payroll Run+ Pre,Payment+ Payment+ Costing+-ransfer to *L Processes
Retro Element Configurations & Retro Pay Process
Elements Definition & Links etu!
"ssignment & Element et
Payroll & "ssignment Process Results
Fast Formula & Element Run Results
#alances & Dimensions
$se #atc% Element Entry #EE'
(ntegration of Payroll )it% *L+ Cas% Management &"ccounts Payable
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Overvie)
3 -he purpose of costin* is to *et a balanced and correct accountin*
entry +alue for debit and credit9 code combination, for payrolltransactions in a ay that complies ith the Chart Of ;ccounts so that
it can be imported to B@.
3 Costin* is a Aey Fle6 field 'tructure maintained at the business *roup
leel.
3 7ualifiers in costin* fle6 field 'tructure definition determines hichse*ments are enable at each leel.
3 Costin* !nformation is )aintained at folloin* @eels/
3 Payroll
3 @in
3 Or*anization
3 ;ssi*nment
3 $lement $ntry
Costing Fundamentals
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Payroll Level
(track costs at payroll level)
Costing 3ierarc%y
3Costin* process enables tracin* of Payroll costs under arious
heads
Element Entry
(track costs at element entry level)
Element link
(track costs at element link level)
Assignment
(track costs at assignment level)
Organization
(track costs at organization level)
Costing Fundamentals
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-y!es Of Costing
3 Costable type determines the processin* an element receies for
accountin* and costin* purposes.3 Costable -ype of the element is defined at the element @in leel.
Folloin* types of costin* are supported by system/
3 Costed
3 Fi6ed Costed
3 Distributed
3 :ot Costed
Costed
3 Costed uses all the fie leels in the costin* hierarchy.
3 -his allos you to use assi*nment leel costin* hich in turn allos tosplit the run result alues oer more than one set of cost codes. -his is
done on the ;ssi*nment costin* screen9 you are able to enter
percenta*es for specific sets of se*ments9 the sum of these must be
100 percent.
Costing Fundamentals
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Fi4ed Costed
3 Fi6ed costed ors in the same ay as costed9 e6cept that it does not
use the assi*nment or or*anization leel costin*. 'o the Fi6ed Costed"ierarchy is as follos
Costing Fundamentals
Payroll Level
Element Entry
Element link
Distributed Costing
3Distributed costin* reuires $lement set of type distribution set.
3-he element is costed as a member of the distribution set9 so thecostin* result is diided by the sum of the distribution sets costin* and
multiplied by the number of members in the set
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Costing Fundamentals
Costable -y!e
3 +:, -otal Compensation # &asic # @in
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"!!rovals for "ssignment Costing $!dates
3-his feature proides to confi*ure approals for employee costin* updates
3-o use this feature the profile option P;=/ $nable 4orflo for ;ssi*nmentCostin*< ill hae to be set
34hen this profile option is set the approal process is enabled for the ;ssi*nment costin*< function under )ana*er 'elf 'erice
responsibility
Costing Fundamentals
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Costing Process
3 Costin* process *enerates the accountin* transactions that can be
transferred to finance for accountin* purpose.3 Costin* process is run after the payroll process is successfully
completed and alidated.
3 Once the costin* process is complete the costin* data is inte*rated toB@ usin* -ransfer to B@ concurrent pro*ram.
Costing Fundamentals
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Element Definition Overvie)
3 $lements are buildin* blocs to hold the actual alues for all types of
benefits9 earnin*s and deductions3 8ser defined names9 types and alues
3 $lements proide a basic leel of functionality
3 Capture any type of information
3 $li*ibility based on assi*nment criteria
3 Online or batch entry options
3 Aey ;ttributes
3 $lement :ame
3 Classification and Cate*ory
3 (ecurrin* or :onrecurrin*
3 )ultiple $ntry ;lloed
3 Processin* Priority
3 'ip (ule
3 -ermination (ule
Elements Definition & Links etu!
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(n!ut 1alues
3 8p to 1E input alues can be created
3 Pay 5alue is created by default for earnin* and deduction types ofelement.
3 5alidation of input alues can be done by the folloin* ays/
3 @ist of 5alues
3 Defaults
3 (an*es % )!: and );
3 Formula alidation
3 $rror or 4arnin*
Classification
3 Depends on the le*islation3 $arnin*s and Deductions are some of the commonly used
classification across le*islation for e6. 'alary9 &onus9 ;lloance9 -a69
@oans etc.
$lements Definition G @ins 'etup
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Recurring and 5on,Recurring
3 (ecurrin*9 )eans that the alues for the entry recur in all subseuent
pay periods until you chan*e or end the entry. $6/ =ou ould e6pect asalary alue to recur in all pay periods.
3 :onrecurrin*9 )eans that the entry and the alues for the entry e6ist
for one pay period only. $6/ =ou ould e6pect a bonus to e6ist only for
the period hen it is to be paid.
-ermination Rule3 Determines the date hen element needs to be end dated hen
employee is terminated.
3 ;ctual -ermination/ -he element entry closes don on the date entered in theactual date field.
3 @ast 'tandard Process/ -he element entry closes don on the date entered inthe @ast 'tandard Process field in the -erminate $mployee indo
3 Final Process Date/ -he element entry closes don on the date that is enteredin the Final Close field
Elements Definition & Links etu!
El D fi i i & Li k
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+:, -otal Compensation # &asic # $lement Description
Elements Definition & Links etu!
El t D fi iti & Li k t
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Element Link
3 @ins proide a basic leel of eli*ibility rule based on specific or
structures.
3 $6/ !f you define a lin rule for an alloance element to a specific location
then an employee can hae an entry of that alloance element only hen
they are assi*ned to that location.
3 ;n employee must be eli*ible for an element before you can create an
entry of the element for the employee.
3 Costin* information is also maintained at the lin leel
tandard3 !f an element needs to be automatically attached to an employee then
chec the 'tandard Chec bo6.
3 Only (ecurrin* $lements can be of 'tandard $lement lins
$mployee $ntry@in
(ule$lement
Elements Definition & Links etu!
El t D fi iti & Li k t
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Element Links+ Eligibility
Rules
3=ou can lin to any orcombination of the
assi*nment components/
3 Or*anizations
3 @ocations
3 Hobs3 Positions
3 Brades
3 Payrolls
3 People Broup
3 $mployment Cate*ories
3 'alary &asis
Elements Definition & Links etu!
M d l Obj ti
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Module Objectives
Payroll Run+ Pre,Payment+ Payment+ Costing+-ransfer to *L Processes
Retro Element Configurations & Retro Pay Process
Costing Fundamentals
Elements Definition & Links etu!
Payroll & "ssignment Process Results
Fast Formula & Element Run Results
#alances & Dimensions
$se #atc% Element Entry #EE'
(ntegration of Payroll )it% *L+ Cas% Management &"ccounts Payable
" i t & El t t
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"ssignment & Element et
"ssignment et
3!n Oracle Payroll9 you can process subsets of the employees assi*ned to a
payroll usin* assi*nment 'et
0ays to define t%e set6
3One can enter selection criteria9 hich the system *enerates into a
formula to find out the eli*ible employees. 4hen one use the
assi*nment set9 Oracle Fast Formula runs the formula to find the
assi*nments that match the criteria
3One can select indiidually all the assi*nments you ant to include in the
set.
" i t & El t t
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"ssignment & Element et
+:, Payroll # ;ssi*nment 'et
Definin* ;ssi*nment set usin*
selection criteria
Definin* ;ssi*nment by ;ddin*
!ndiidual ;ssi*nments.
" i t & El t t
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"ssignment & Element et
+:, Payroll # $lement 'et
Module Objectives
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Module Objectives
Payroll Run+ Pre,Payment+ Payment+ Costing+-ransfer to *L Processes
Retro Element Configurations & Retro Pay Process
Costing Fundamentals
Elements Definition & Links etu!
"ssignment & Element et
Fast Formula & Element Run Results
#alances & Dimensions
$se #atc% Element Entry #EE'
(ntegration of Payroll )it% *L+ Cas% Management &"ccounts Payable
P ll & " i t P R lt
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Payroll & "ssignment Process Results
1ie)ing Payroll Process Results
3 Payroll Process (esults can be ieed usin* Payroll Process (esults
4indo9 (esults ieed in this indo is for one complete payrollprocess.
3 +:, 5ie # Payroll Process (esults
P ll & " i t P R lt
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Payroll & "ssignment Process Results
3 5iein* ;ssi*nment Process (esults9 8se this indo to ie theprocess results for one assi*nment at a time
3 +:, 5ie # ;ssi*nment Process (esults
Module Objectives
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Module Objectives
Payroll Run+ Pre,Payment+ Payment+ Costing+-ransfer to *L Processes
Retro Element Configurations & Retro Pay Process
Costing Fundamentals
Elements Definition & Links etu!
"ssignment & Element et
Payroll & "ssignment Process Results
#alances & Dimensions
$se #atc% Element Entry #EE'
(ntegration of Payroll )it% *L+ Cas% Management &"ccounts Payable
Fast Formula & Element Run Results
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Fast Formulas+ Overvie)
3 Oracle Fast Formula is a simple ay to rite formulas usin* $n*lish
ords and basic )athematical functions
3 =ou can use the information from your database in formulas ithout
learnin* the database structure or a pro*rammin* lan*ua*e
3 Formulas are *eneric e6pressions of calculations or comparisons you
ant to repeat ith different input alues
3 Formulas can tae input from the indo9 database or a process such
as a payroll run
3 -here are strict rules definin* the ords and punctuation you must use
in the formula so that Oracle Fast Formula can correctly perform the
calculations and alidation you reuire
Fast Formula & Element Run Results
Fast Formula & Element Run Results
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Fast Formula -y!es
3 Fast Formulae types defines the nature of the formula processin*.
'ome commonly used formula types are/3 Oracle Payroll/ Calculate $lement pay alues and run results durin* payroll
processin*
3 $lement !nput 5alidation/ Chec that element entry alues are alid for an
assi*nment
38ser -able 5alidation/ Chec that entries made to a user table are alid
3 $lement 'ip/ 'pecify the rules for sippin* an element durin* payroll
processin*
Fast Formula & Element Run Results
Fast Formula & Element Run Results
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Fast Formulas tructure
3 Beneric structure of the FastFormula
"lias tatement
'ynta6/ ;lias 6# as y#
Default tatement
'ynta6 / Default for a# is b#
(n!ut tatement
'ynta6 / !nputs are 1#92#9I
Processing Logic tatement
'ynta6 / @oop statment9 6J yKz9 !fIthen+I,
else+I,
Return tatement
'ynta6 / (eturn (1#9(2#9...Formula end
3 +:, -otal Compensation # &asic
# Fast Formula # 4rite Formula
Fast Formula & Element Run Results
Fast Formula & Element Run Results
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Formula Results and Processing Rules
3 Formula (esults and Processin* rules are used to attach an elementith a fast formula and at least one processin* rule is reuired toassociate a formula ith an element
3 =ou can define one or more formula results for each processin* rule
3 $lement processin* rules control hich formula runs hen an elemententry is processed
3 ;s a minimum9 you create a standard rule associatin* one payrollformula ith the element
3 'tandard rule tells the payroll run hich formula to use for ;ctieassi*nments
3 =ou can create additional rules if you ant to use other formulas forassi*nments ith different statuses
3 For each formula processin* rule you can create one or more resultrules
3 ; result rule tells the payroll run hat to do ith a alue returned by theformula
Fast Formula & Element Run Results
Fast Formula & Element Run Results
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+:, -otal Compensation # &asic # Fast Formula # Formula (esults
Fast Formula & Element Run Results
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Fast Formula & Element Run Results
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Fast Formula & Element Run Results
Element Run Results
+:, 5ie # Payroll Process (esults # ;ssi*nment Process #5ie (esults
#(un (esult 5alues
Module Objectives
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Module Objectives
Payroll Run+ Pre,Payment+ Payment+ Costing+-ransfer to *L Processes
Retro Element Configurations & Retro Pay Process
Costing Fundamentals
Elements Definition & Links etu!
"ssignment & Element et
Payroll & "ssignment Process Results
Fast Formula & Element Run Results
$se #atc% Element Entry #EE'
(ntegration of Payroll )it% *L+ Cas% Management &"ccounts Payable
#alances & Dimensions
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Overvie)3 &alances sho the positie or ne*atie accumulation of alues oer a
period of time
3 -hey are maintained by payroll runs and hold pay alues or otherrelated alues such as hours ored and numbers of employees
3 &alances can be held at assi*nment leel or person leel inenterprises here employees can hae multiple assi*nments
3 Definin* a balance includes definin* its feeds and dimensions
3 -ypes of &alances are 'tartup &alances and 8ser%Defined &alances
tartu! #alances
3 'eeded by "( localizations.
3 'tartup balances are mainly le*islatie9 that is9 they reflect the ta6
le*islation of the country here your enterprise is located3 'tartup balances accumulate oer standard periods of time such as
payroll period9 a uarter9 or a year
#alances & Dimensions
#alances & Dimensions
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#alances & Dimensions
$ser Defined #alances
3 Defined in the balance indo to meet your particular additional
reuirements#alance Dimension Overvie)
3 &alance Dimensions specify to the system ho lon* to sum a balanceand this information can be accessed by formulae and reports
3 )ost balance dimensions apply to assi*nment leel balances
3 'tandard dimensions implement simple rules such as/
3 'um this balance since start of year +M;'BM=-D,
3 'um this balance since start of period +M;'BMP-D,
3 'tatutory dimensions implement le*islatie rules such as/
3 'um this balance since the start of the statutory year +M;'BMF=-D,
3 'um this balance since a transfer from a different ta6 reference+M;'BMB($MP-D,
#alances & Dimensions
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+:, -otal Compensation # &asic #
&alance
#alances & Dimensions
+:, -otal Compensation # &asic #
&alance # &alance Dimensions
&utton
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$se #atc% Element Entry #EE'
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Overvie)
3 =ou can use the &atch "eader and &atch @ines indos of &$$ forrapid entry of batches of information held as element entries
3 =ou can enter information in a batch for as many elements andassi*nments as you reuire
3 =ou can enter defaults for any alue9 to speed up data entry9 and youcan chan*e the defaults as you or throu*h the batch
3 &$$ is an open interface for enterin* all types of element information
3 =ou can sae time by enterin* compensation information in batches formany employees at once
3 =ou can control9 submit9 correct9 and resubmit your batch elemententries prior to processin*
3 =ou can record timecard data needed for re*ular pay processin*
3 For e6ample9 you mi*ht ant to record the oertime hours ored by seeral
employees durin* the current pay period
y '
$se #atc% Element Entry #EE'
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+:, )ass !nformation $6chan*e / )! # &atch $lement $ntry
y '
$se #atc% Element Entry #EE'
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+:, )ass !nformation $6chan*e / )! # &atch $lement $ntry # ;ssi*nment
@ines +&utton,
y '
Module Objectives
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