Professional Documents
Culture Documents
www.erpstuff.com
2/157
www.erpstuff.com
Preface
Anyone who is interested to learn, teach Oracle HRMS and Payroll can use this document for
his/her as a basic reference document. Although the document will cover most of the required
but this is not the whole Oracle HRMS. So please consider it as a basic or reference document.
I will also recommend reading the Oracle Documentation provided by Oracle of each module.
Pre Requisites
o Oracle Applications R12 RU3 instance access
o Human Resource Concepts
Document Change Log
Date
21-Jan-08
Version
3
Description
HRMS and Payroll incorporated.
3/157
www.erpstuff.com
Contents
CONTENTS .................................................................................................................................................................................. 4
WORK STRUCTURES ............................................................................................................................................................... 7
1 - RESPONSIBILITY & USER.............................................................................................................................................. 8
1.
2.
4 - LOCATION.......................................................................................................................................................................... 61
1.
6 - PROFILES ........................................................................................................................................................................... 72
1.
2.
3.
7 - ORGANIZATIONS ............................................................................................................................................................ 76
1.
11 - POSITION HIERARCHIES........................................................................................................................................... 87
1.
2.
www.erpstuff.com
16 - ELEMENTS...................................................................................................................................................................... 108
1.
2.
3.
4.
5.
6.
5/157
www.erpstuff.com
6/157
www.erpstuff.com
Work
Structures
7/157
www.erpstuff.com
1.2.
Value
Responsibility Name
XX HRMS
Application
Human Resources
Responsibility Key
XX_HRMS
Description
Standard
Human Resources
Menu
Human Resources
8/157
1.3.
www.erpstuff.com
The next step is to assign the above defined responsibility to a user who will have
access to HRMS. Here instead of creating a new user we will assign the responsibility
to our earlier created user at the time of GL configuration that is XX USER.
Open the Users form,
Sys Admin: Security > User > Define
2.3.
After searching the XX USER we will attach the Responsibility XX Fixed Assets created
above with this user.
Field
Value
Responsibility
XX HRMS
Application
Human Resources
Security Group
Standard
9/157
2.4.
2.5.
www.erpstuff.com
10/157
www.erpstuff.com
11/157
www.erpstuff.com
2 - Key Flexfields
Definitions
Points to Consider
Before creating Key Flexfields consider the following points,
o
o
o
o
o
o
o
1.2.
1.3.
1.4.
Value
XX_GRADE_FLEXFIELD
XX GRADE FLEXFIELD
XX Grade Flexfield for demo.
12/157
1.5.
www.erpstuff.com
Value
1
Grade Name
Grade Name
SEGMENT1
13/157
1.6.
www.erpstuff.com
Value
XX_GRADENAME_VS
XX Grade Name value set for demo.
List of Values
No Security
Char
20
Checked (Yes)
Independent
14/157
1.7.
1.8.
1.9.
www.erpstuff.com
Value
2
Grade Level
Grade Level
SEGMENT2
15/157
www.erpstuff.com
1.10. Click Value Set Open (button) and enter following information,
Field
Value Set Name
Description
List Type
Security Type
Format Type
Maximum Size
Uppercase Only (A-Z)
Validation Type
Value
XX_GRADELEVEL_VS
XX Grade Level value set for demo.
List of Values
No Security
Char
2
Checked (Yes)
Independent
16/157
www.erpstuff.com
1.11.
1.12.
1.13.
1.14.
17/157
1.15.
www.erpstuff.com
Click OK (button) and close the form. The Flexfield will be compiled.
18/157
www.erpstuff.com
2.5.
Value
XX_JOB_FLEXFIELD
XX JOB FLEXFIELD
XX JOB Flexfield for demo.
Value
1
Job Name
Job Name
SEGMENT1
19/157
2.6.
www.erpstuff.com
Value
XX_JOB_NAME_VS
XX JOB Name value set for demo.
List of Values
No Security
Char
20
Checked (Yes)
Independent
20/157
2.7.
2.8.
2.9.
www.erpstuff.com
Value
2
Job Code
Job Code
SEGMENT2
21/157
www.erpstuff.com
Value
XX_JOB_CODE_VS
XX JOB Code value set for demo.
List of Values
No Security
Char
20
Checked (Yes)
Dependent
22/157
2.11.
www.erpstuff.com
Save the data and click Edit Information (button) and enter the following information.
Field
Independent Value Set Name
Description
Dependent Default Value
Description
Value
XX_JOB_NAME_VS
Will be auto displayed.
NONE
None
23/157
www.erpstuff.com
2.12.
Enter the Value Set name in the Value Set field on segments Summary screen.
2.13.
2.14.
24/157
www.erpstuff.com
Note: The next few screens are same as covered in the Grade section.
3.2.
3.3.
3.4.
Value
XX_COST_ALLOCATION_FLEXFIELD
XX COST ALLOCATION FLEXFIELD
XX Cost Allocation Flexfield for demo.
25/157
3.5.
www.erpstuff.com
Note: Here we will use Value Set we defined for General Ledger.
Field
Number
Name
Windows Prompt
Column
Value Set
Flexfield Qualifier
1
Cost Center
Cost Center
SEGMENT1
XX_Cost_Center
Organization
Values
2
Account Code
Account Code
SEGMENT2
XX_Accounts
Element
Note: To assign Flexfield Qualifier you will have to save the data first.
26/157
3.6.
3.7.
www.erpstuff.com
Note: The Cost Center segment will be displayed in organization costing information while
the Account Code will be assigned at the time of element creation.
All Rights Reserved 2006-08
27/157
3.8.
www.erpstuff.com
Note: The next few screens are same as covered in the Grade section.
4.2.
4.3.
4.4.
4.5.
Value
XX_POSITION_FLEXFIELD
XX POSITION FLEXFIELD
XX Position Flexfield for demo.
Value
1
Position Name
28/157
Windows Prompt
Column
4.6.
www.erpstuff.com
Position Name
SEGMENT1
Value
XX_POSITIONNAME_VS
XX Position Name value set for demo.
List of Values
No Security
Char
30
Checked (Yes)
Independent
29/157
4.7.
4.8.
4.9.
www.erpstuff.com
Value
2
Position Region
Position Region
SEGMENT2
30/157
www.erpstuff.com
Value
XX_POSITIONREGION_VS
XX Position Region value set for demo.
List of Values
No Security
Char
20
Checked (Yes)
Independent
31/157
www.erpstuff.com
4.11.
4.12.
4.13.
4.14.
32/157
www.erpstuff.com
Note: The next few screens are same as covered in the Grade section.
5.2.
5.3.
5.4.
Value
XX_PEOPLE_GROUP_FLEXFIELD
XX PEOPLE GROUP FLEXFIELD
XX People Group Flexfield for demo.
33/157
5.5.
www.erpstuff.com
Value
1
Union
Union
SEGMENT1
34/157
5.6.
www.erpstuff.com
Value
XX_UNION_VS
XX Union value set for demo.
List of Values
No Security
Char
30
Checked (Yes)
Independent
35/157
5.7.
5.8.
www.erpstuff.com
5.9.
36/157
www.erpstuff.com
Note: The next few screens are same as covered in the Grade section.
6.2.
6.3.
6.4.
Value
XX_COMPETENCE_FLEXFIELD
XX COMPETENCE FLEXFIELD
XX Competence Flexfield for demo.
37/157
6.5.
www.erpstuff.com
Value
1
Skill
Skill
SEGMENT1
38/157
6.6.
www.erpstuff.com
Value
XX_SKILL_VS
XX Skill value set for demo.
List of Values
No Security
Char
30
Checked (Yes)
Independent
39/157
6.7.
6.8.
6.9.
www.erpstuff.com
Value
2
Level
Level
SEGMENT2
40/157
www.erpstuff.com
Value
XX_SKILLLEVEL_VS
XX Skill Level value set for demo.
List of Values
No Security
Char
30
Checked (Yes)
Dependent
41/157
6.11.
www.erpstuff.com
Save the data and click Edit Information (button) and enter the following information.
Field
Independent Value Set Name
Description
Dependent Default Value
Description
Value
XX_SKILL_VS
Will be auto displayed.
1
1
42/157
www.erpstuff.com
6.12.
Enter the Value Set name in the Value Set field on segments Summary screen.
6.13.
6.14.
43/157
www.erpstuff.com
6.15.
I received the above error as I had not assigned the following Flexfield Qualifier.
6.16.
44/157
www.erpstuff.com
Note: The next few screens are same as covered in the Grade section.
Check the status of all requests and all should be completed with Normal status.
45/157
www.erpstuff.com
1.2.
Select Value Set in Find Values By region and enter XX_GRADENAME_VS in the
names field.
1.3.
1.4.
46/157
1.5.
www.erpstuff.com
Save the information and search for XX_GRADELEVEL_VS and enter the following
information.
Levels
1
2
3
4
47/157
www.erpstuff.com
2.2.
2.3.
Job Code
MG
DM
SR
CO
48/157
2.4.
www.erpstuff.com
49/157
2.5.
www.erpstuff.com
Save data and click in the header and user up/down arrow keys to move to different
values of Job Name. Do this for all values and assigned job code.
50/157
www.erpstuff.com
3.2.
Search XX_POSITIONNAME_VS.
51/157
3.3.
3.4.
www.erpstuff.com
52/157
3.5.
www.erpstuff.com
Position
NORTH
All Rights Reserved 2006-08
53/157
www.erpstuff.com
SOUTH
EAST
WEST
4.2.
Search XX_UNION_VS.
54/157
4.3.
www.erpstuff.com
55/157
4.4.
www.erpstuff.com
5.2.
5.3.
56/157
5.4.
www.erpstuff.com
57/157
www.erpstuff.com
58/157
5.5.
www.erpstuff.com
Save the data and then click in the Independent Value and press down arrow key.
59/157
5.6.
www.erpstuff.com
Save the data and then click in the Independent Value and press down arrow key and
enter for all the Skill.
60/157
www.erpstuff.com
4 - Location
1. Location Definition
1.1.
1.2.
1.3.
Note: Uncheck the Global check box if you want the location to only be available within the
default Business Group of your current responsibility. Accept the default if you want the
location to be a global location and therefore available to all Business Groups. If you are
setting up a global location, the location name must be unique across all Business Groups.
1.4.
1.5.
61/157
www.erpstuff.com
A Business Group (BG) holds information about the components of work structures such as
jobs, grades and positions. At the BG level we set up the legislative rules, terms of employment,
remuneration policies and employee work patterns. Oracle HRMS provides the flexibility to
define enterprise the following four basic configurations models,
1
2
3
4
We will create only one BG for demonstration while you can create more than one BGs in your
enterprise to keep sets of data separated. The major reason for creating many business groups
is that your enterprise is present in many countries. The other reasons for creation of more than
one BG are,
o During acquisitions or mergers there is a need to manage separate structures and
processes during a transition phase.
o To keep a copy of your live system with example records for training or testing purposes.
o You are a holding company with a number of subsidiary companies and each subsidiary
has its own structures, employees, and compensation and benefit policies.
62/157
www.erpstuff.com
Organization Structure
XX COMPANY
Business Group
HR Organization
CEO
XX IT
Information Technology
HR Organization
XX FN
Finance Department
HR Organization
XX HR
Human Resource Department
HR Organization
Positions:
Manager IT
Deputy Manager IT
Senior DBA
Positions:
Manager FN
Deputy Manager FN
Account Officer FN
Positions:
Manager HR
Deputy Manager HR
Recruitment Officer
1.2.
63/157
1.3.
1.4.
1.5.
www.erpstuff.com
Value
XX COMPANY
Company
XX Location
Internal
Value
64/157
Organization Classifications
Name
Enabled
1.6.
www.erpstuff.com
Business Group
;
Save the information and then click Others (button) to enter Business Group
information.
Note: The * on the start denotes the mandatory information and you will have to provide
information while all others are optional.
1.7.
Select Business Group Info from the displayed LOV and click OK (button.
65/157
1.8.
www.erpstuff.com
Click in the white area of Business Group Info field and the following screen will
appear.
Warning: All the information entered on this screen will affect the Business Group and you
will not be able to change saved data on this screen.
1.9. Select Business Group, click the Enabled check box and click (B) Others.
1.10. Enter the required information on the screen displayed as following,
Field
All Rights Reserved 2006-08
Value
66/157
www.erpstuff.com
Short Name
Employee Number Generation
Applicant Number Generation
Contingent Worker Number
Generation
XX_BG
Automatic
Automatic
Automatic
XX_GRADE_FLEXFIELD
XX_PEOPLE_GROUP_FLEXFIELD
XX_JOB_FLEXFIELD
XX_COST_ALLOCATION_FLEXFIELD
XX_POSITION_FLEXFIELD
XX_COMPETENCE_FLEXFIELD
United Kingdom
Currency
Fiscal Year Start
Minimum Working Age
Maximum Working Age
PKR
67/157
www.erpstuff.com
68/157
www.erpstuff.com
69/157
www.erpstuff.com
1.19. Now the next step is to make our Business Group a HR Organization as we will hire
CEO in this organization. Keep in mind that which organization will have employees
70/157
www.erpstuff.com
must be an HR Organization. Click in the 2nd line to define HR Organization and enter
the following information.
Field
Organization Classifications
Name
Enabled
1.20.
Value
HR Organization
;
71/157
www.erpstuff.com
6 - Profiles
Now we have to assign our created Business Group to the responsibility we already created at
the start. We will have to assign two other profiles as well. There are following three profiles
which we need to set for our XX HRMS responsibility.
o HR: Security Profile
o HR:Business Group
o HR:User Type
There is a space in HR: Security Profile after colon but no space in other profile options.
1.2.
1.3.
72/157
1.4.
1.5.
www.erpstuff.com
2.2.
73/157
2.3.
2.4.
www.erpstuff.com
3.2.
74/157
3.3.
Select HR with Payroll User from the LOV and click OK (button).
3.4.
www.erpstuff.com
75/157
www.erpstuff.com
7 - Organizations
1. Departments (HR Organization) Definition
1.1.
1.2.
Now switch to XX HRMS Responsibility and this is the place where normally people
make mistakes. They do not switch to the responsibility in order to make their
Business Group as container and create different organizations (Operating Units,
Inventory Organizations, HR Organizations etc.) which are not later accessible in their
business group.
Open the Description form,
HRMS: Work Structures > Organization > Description
1.3.
Click New (A) (button), and define three departments with the following information.
Field
Name
Type
Location
Internal or External
Organization Classification
Enabled
XX IT
Department
XX LOCATION PK
Internal
HR Organization
;
Value
XX HR
Department
XX LOCATION PK
Internal
HR Organization
;
XX FN
Department
XX LOCATION PK
Internal
HR Organization
;
76/157
www.erpstuff.com
77/157
www.erpstuff.com
Note: Internal Organizations are Departments, Sections or Cost Centers and the External
Organizations are Tax Offices, Recruitment Agencies. You can define as many
organizations (Zone, Division, Department, Sections) but here for practice we have
defined only 4 (Company 1, Departments 3).
78/157
www.erpstuff.com
8 - Jobs Creation
1. Jobs Entry
1.1.
1.2.
1.3.
1.4.
1.5.
Job Code
CO
MG
DM
SR
79/157
1.6.
1.7.
1.8.
1.9.
www.erpstuff.com
80/157
www.erpstuff.com
9 - Positions Creation
1. Positions Entry
We will define following positions.
Position
CEO.EAST
MANAGER IT.EAST
MANAGER FN.EAST
MANAGER HR.EAST
DEPUTY MANAGER IT.EAST
DEPUTY MANAGER FN.EAST
DEPUTY MANAGER HR.EAST
SENIOR DBA.EAST
ACCOUNT OFFICER FN.EAST
RECRUITMENT OFFICER.EAST
Job
CEO.CO
MANAGER.MG
MANAGER.MG
MANAGER.MG
DEPUTY MANAGER.DM
DEPUTY MANAGER.DM
DEPUTY MANAGER.DM
SUPERVISOR.SR
SUPERVISOR.SR
SUPERVISOR.SR
Organization
XX COMPANY
XX IT
XX FN
XX HR
XX IT
XX FN
XX HR
XX IT
XX FN
XX HR
81/157
1.2.
www.erpstuff.com
82/157
www.erpstuff.com
1.3.
Click OK (button).
1.4.
Click Hiring Information tab and enter 1 in the FTE (Full Time Equivalent) as our Type
is Single Incumbent.
83/157
1.5.
1.6.
www.erpstuff.com
84/157
www.erpstuff.com
10 - Grades Creation
1. Grades Entry
1.1.
1.2.
1.3.
Level
1
1,2,3
1
85/157
1.4.
www.erpstuff.com
Enter From date from where you want this grade to take effect or you will assign the
grade. Better to keep it old date so if there are any back date transactions then you
will be able to assign.
86/157
www.erpstuff.com
11 - Position Hierarchies
1. Position Hierarchy Definition
1.1.
1.2.
Enter unique Hierarchy Name and click Primary check box if this is your Primary
hierarchy.
87/157
1.7.
1.8.
Enter Version Number and Date From and save the data.
www.erpstuff.com
88/157
www.erpstuff.com
1.9.
Click in the Position Name and press F11 to search the top position CEO.EAST and the
execute query by pressing Ctrl+F11.
1.10. Then click in the Subordinates Name field.
1.11. Enter all subordinates who are reporting to CEO in our case all Managers.
Note: Employee name will be automatically displayed in the Holders Name field once these
positions will be assigned to relevant employees on the People Management form.
All Rights Reserved 2006-08
89/157
www.erpstuff.com
1.12. Now click the MANAGER IT.EAST line and click the Blue Down arrow key to define the
Manager IT subordinate.
1.13. Position MANAGER IT.EAST has jumped above in the Position Name field. Enter all
subordinates who are reporting to CEO in our case all Managers. Select DEPUTY
MANAGER IT.EAST as subordinates and save the information.
1.14. Now to define subordinate of DUPUTY MANAGER IT.EAST click blue Down arrow key
and DUPUTY MANAGER IT.EAST position will be shifted in the Position Name field.
90/157
www.erpstuff.com
91/157
www.erpstuff.com
2. Position Diagrammer
2.1.
2.2.
92/157
www.erpstuff.com
People
Management
93/157
www.erpstuff.com
12 - Employee Creation
1. Employee Creation
1.1.
94/157
www.erpstuff.com
1.2.
1.3.
1.4.
95/157
1.5.
1.6.
Click on OK (B).
www.erpstuff.com
96/157
1.7.
www.erpstuff.com
97/157
1.8.
1.9.
www.erpstuff.com
98/157
www.erpstuff.com
99/157
www.erpstuff.com
100/157
www.erpstuff.com
101/157
www.erpstuff.com
Payroll Setup
102/157
www.erpstuff.com
13 - Introduction to Oracle
Payroll
1. QuickPay
QuickPay is the process which is used to pay to single employee. It is useful when there is a
need to check new elements definition result before applying on all employees. QuickPay is
also used for instant updates for new hiring, late entries, and terminations.
2. Batch Processing
When we have to process the payroll for more than one employee then we use batch
processing. That is running a request Payroll Run.
3. Payment Methods
In Oracle Payroll we can pay our employees using different payment methods like Check
(Cheque), Direct Deposit, Cash or a combination of different payment methods. There are
certain limitations of localizations.
4. Currency
We can pay using single currency or multiple currencies. The currency is defaulted from the
Business group.
5. Payroll(s)
We define a payroll for a number of employees who share the same payroll calendar and
therefore receive payment on the same date, and at the same regular frequency.
7. Scheduled Run
The Scheduled Run Date is the date scheduled for the Regular run of the payroll in each
period.
All Rights Reserved 2006-08
103/157
www.erpstuff.com
104/157
www.erpstuff.com
14 - Consolidation Set
1. Define Consolidation Set
The consolidation set is used for consolidating the result of various payrolls and post payroll
processes.
1.1.
1.2.
1.3.
105/157
www.erpstuff.com
15 - Payment Methods
1. Define Payment Methods
1.1.
1.2.
1.3.
1.4.
1.5.
Click in the Bank Details will open the Bank Details window so provide the bank
related information.
106/157
1.6.
1.7.
www.erpstuff.com
Click OK (B).
Save the data and close the form.
107/157
www.erpstuff.com
16 - Elements
1. Define Elements
For better understanding of the elements we will define different type of elements and will
assign them to the employees and will view the results after processing.
1.1.
Element
Classification
Location Allowance
Earning
Earning
Union Fund
Deduction
Information
Monthly Salary
Earning
1.2.
By default the current date will be the effective date and as this field is read only and
you cannot update it directly. So after opening the form we will use the Alter Effective
Date button from the tool bar. The button labeled with date 31.
1.3.
1.4.
108/157
1.5.
1.6.
1.7.
1.8.
1.9.
1.10.
1.11.
1.12.
1.13.
1.14.
1.15.
1.16.
1.17.
1.18.
www.erpstuff.com
Click on OK (B).
Enter a unique Name & Reporting name while keeping in mind that names should not
start a number or symbol.
Optionally enter a description for the element.
Select a Primary Classification.
Select the processing type - Select Recurring if an entry of this element applies in
every period until the entry is ended, or Nonrecurring if an entry applies in one pay
period only.
Select a termination rule to determine how entries of the element are processed after
termination of the employee.
Select the Multiple Entries Allowed check box if you want to give an employee more
than one entry of the element at the same time. If you are creating a net-to-gross
element, you must select Multiple Entries Allowed.
Select the Additional Entries Allowed check box if you want to make occasional onetime entries of a recurring element (instead of, or in addition to, a normal recurring
entry).
Select the Closed for Entry check box if you want to prevent any new entries being
made for the element.
Select the Process in Run check box if you want the element to process in payroll
runs.
Select the Indirect Results check box if you want the element only to accept entries
from indirect formula results. Leave the check box unchecked if you want to accept
entries both from indirect formula results and from manual entries in the Element
Entries window.
Select the Adjustment Only check box if you want to use the element only for
creating balance adjustments.
Select the Third Party Payments check box if you want to use the element only for
creating third party payments.
Select the currency in the Input field if you want to make element entries in a
currency other than the base currency of the Business Group.
109/157
www.erpstuff.com
2.2.
110/157
www.erpstuff.com
2.3.
2.4.
2.5.
2.6.
Check the User Enterable check box if users can enter a value for this input.
111/157
2.7.
2.8.
www.erpstuff.com
3.2.
112/157
3.3.
3.4.
www.erpstuff.com
113/157
4.2.
www.erpstuff.com
114/157
4.3.
4.4.
www.erpstuff.com
5.2.
5.3.
115/157
5.4.
5.5.
www.erpstuff.com
116/157
6.2.
www.erpstuff.com
117/157
www.erpstuff.com
17 - Salary Basis
1. Define Salary Basis
Salary Basis is the duration for which a salary is quoted, for example, hourly, monthly or annually.
The Salary Basis window is used to define a salary basis for each salary element to be used for salary
administration.
1.1.
1.2.
1.3.
1.4.
1.5.
118/157
www.erpstuff.com
119/157
www.erpstuff.com
18 - Payroll
1. Define Payroll
1.1.
1.2.
1.3.
After selecting Consolidation Set then the cursor will jump to Cost field. Here we will
not provide any account as we have not configured Oracle General Ledger.
1.4.
120/157
1.5.
Click on OK (B).
1.6.
1.7.
www.erpstuff.com
Note: Check the Negative Payment Allowed check box if you want the PrePayments
process to include negative payments. If you leave the box unchecked, the PrePayments
process ignores negative payments
121/157
www.erpstuff.com
Note: Check the Cut Off date that is the final date for entering or changing payroll
information before a run.
1.8.
1.9.
122/157
www.erpstuff.com
19 - Element Link
1. Define Element Link
The first element we will create link is the XX Monthly Salary and in search criteria we will give Salary
Basis and Payroll. So all those employees having salary basis XX Monthly Salary and Payroll is XX
Monthly Payroll will have this element. From here you can imagine that we can keep more than one
Salary Basis say monthly and annually etc.
1.1.
1.2.
1.3.
Note: Check the Standard check box if you want all employees who are made eligible by the
link to receive the element automatically but there are few restrictions as well.
Create link of Location Allowance element and here we will give criteria of location.
123/157
2.2.
2.3.
www.erpstuff.com
Here we checked Standard so this element will be automatically assigned with the
default values to those employees who will have SUPERVISOR.1 grade, Location XX
LOCATION PK, Salary Basis XX Monthly Salary and Payroll XX Monthly Payroll.
After saving the data click on Input Values.
Create link of COLA Allowance element and here we will give criteria of grade, salary
basis and payroll while making it standard.
124/157
3.2.
www.erpstuff.com
Create link of Company Car and here we will give criteria of grade and payroll while
making it standard. Oh what about CEO? As CEO is not in this grade so he will not
have a car. No problem we will create another link for him for his grade or position.
125/157
www.erpstuff.com
4.2.
We cant make this element link as Standard because there are mandatory (required)
values without having defaults. So if we will try to keep it standard then what will be
the initial value when this element will be assigned? We have not assigned default
values because each employee may have different car.
4.3.
Now we will create another link to assign car to our CEO else he will not give anyone
any car haaaa.
126/157
4.4.
4.5.
4.6.
www.erpstuff.com
127/157
www.erpstuff.com
4.7.
4.8.
4.9.
The default value is assigned and if required you can change it.
Now we will update the car information of an employee. So search the employee
CEO.
128/157
www.erpstuff.com
4.10. As the Company Car link was not a Standard so we will have to fist assign it manually
to each entitled employee.
129/157
www.erpstuff.com
Create link of Union Fund Deduction of all those employees having XX Monthly
Payroll.
130/157
5.2.
5.3.
5.4.
www.erpstuff.com
131/157
www.erpstuff.com
Salary
Administration
132/157
www.erpstuff.com
20 - Salary Administration
Now we will assign salary to all our defined employees. Here we will keep a the following standard,
Grade
CEO
100,000
Managers
80,000
Deputy Managers
70,000
Supervisors
50,000
1.2.
1.3.
Here we have selected XX Monthly Payroll in the Payroll field and XX Monthly
Salary in the Salary Basis field.
While selection click on Correction (B).
Save the information.
We will also assign salary to each employee as well. So click Salary (B).
1.4.
1.5.
1.6.
133/157
1.7.
1.8.
www.erpstuff.com
134/157
www.erpstuff.com
1.9.
Add Salary of each employee and as I kept the Status to Approved then I dont need
to approve as we are entering salaries first time. In case of approval you will have to
perform approval from Salary Management form.
1.10. Open Salary Management form,
HRMS: People > Salary Management
1.11. I have used Ctrl + F11 to view all employees and here you can check all salaries are
approved. If not then select that line and click on Approve (B).
135/157
www.erpstuff.com
Important: By default there will be no Approve button on this form. To enable this function
(Salary Administration:Approve) we need to add it in the Menu of our responsibility.
1.14. Click the XX Monthly Salary lines and click on Entry Values (B).
136/157
www.erpstuff.com
2. Salary Administration
Instead of entering salary from the People assignment form you can use Salary
Administration page under FastPath menu.
1.1.
137/157
www.erpstuff.com
1.2.
Search a specific employee or enter % in the Number field and click on Go (B).
1.3.
1.4.
138/157
www.erpstuff.com
139/157
www.erpstuff.com
140/157
www.erpstuff.com
Payroll
Processing
141/157
www.erpstuff.com
21 - Payroll Processing
Introduction
1. Payroll Processes
In the Payroll processing we will cover the following areas.
2. Processing Activities
The payroll processing consists of the following activities,
Activity
Description
Data Entry
Cut-off
EOM - 5
Payroll Run
Run Prepayment
Payment
Costing
4. Process Rollback
A payroll run process can be rolled back and is useful when you want to check the processing and wants
to verify the results. So process, verify, rollback and process again.
All Rights Reserved 2006-08
142/157
www.erpstuff.com
7. Payment Invoice
There is no interface of Oracle Payroll and Accounts Payable to create an Invoice automatically. From
Payroll data can be transferred to GL based on the Cost Allocation Flexfield defined and you will have to
create a manual invoice in the Accounts Payable module.
143/157
www.erpstuff.com
22 - QuickPay
1. QuickPay
We will process the Payroll of single employee using QuickPay. Search the employee using
1.1.
1.2.
1.3.
144/157
1.4.
1.5.
www.erpstuff.com
145/157
1.6.
1.7.
www.erpstuff.com
146/157
1.8.
1.9.
www.erpstuff.com
1.10. The status is Complete so now to check the output click on View Results (B).
147/157
www.erpstuff.com
148/157
www.erpstuff.com
1.14. Close this screen and open XX Union Fund a Voluntary Deduction.
149/157
www.erpstuff.com
1.16. If there is any mistake then you can make correction and use Retry Run option to
reprocess.
1.17. Now to run the prepayment process click on Start Pre-payments (B).
150/157
www.erpstuff.com
23 - Batch Processiing
1. Payroll Run Process
We will process the Payroll of group of employees using Payroll Run.
1.1.
1.2.
151/157
1.3.
1.4.
1.5.
1.6.
www.erpstuff.com
152/157
www.erpstuff.com
2. PrePayment Process
2.1.
2.2.
2.3.
2.4.
153/157
www.erpstuff.com
3. Costing Process
3.1.
3.2.
154/157
3.3.
3.4.
www.erpstuff.com
4. Transfer to GL
4.1.
155/157
www.erpstuff.com
4.2.
4.3.
4.4.
156/157
www.erpstuff.com
Note: Although we have not configured Financial part but just wanted to show the steps.
157/157