Oracle HRMS Uk Payroll r12

Oracle HRMS Functional Document

Oracle Payroll Setup

Part 32

This Document is created only for Class Room Training Purpose

By

Regintala Chandra Sekhar

[email protected]

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Regintala Chandra Sekhar Email ID: [email protected]

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. A single operating company in one country. 2. A single operating company in multiple countries. 3. Multiple operating companies in one country. 4. Multiple operating companies in multiple countries The major reason for creating many business groups is that you enterprise is present in many countries. The other reasons for creation of more than one BG are:- 1. During acquisitions or mergers there is a need to manage separate structures and processed during a transition phase. 2. To keep a copy of your live system with example records for training or testing purposes 3. You are a holding company with a number of subsidiary companies and each subsidiary has its own structures, employees, and compensation and benefit policies. Process of setup of Business Group 1. Select System Administrator responsibility 2. Define required responsibilities (N: security -> responsibility -> define) 3. Define user and assign responsibilities to the user (N: Security -> user -> define) 4. Select GL Responsibility 5. Define accounting flex field (N: setup -> financial -> flex field -> key -> segments) 6. Give values for your segments (Setup -> financial -> flex field -> key -> values) 7. Define Currency (N: setup -> Currencies -> define) 8. Define Calendar (N: Setup -> financial -> calendar -> Type/Accounting) 9. Create Ledger (N: Setup -> financial -> book -> define) 10. Select HRMS responsibility 11. Define a location (N: Work Structure->Location) 12. Define a Business Group (N: Works Structure->organization->description) 13. Set the following Profile Options to all your responsibilities HR: Security HR: Business Group HR: User Type GL: Ledger Name 14. Select Inventory responsibility 15. Create legal entity (N: Setup -> organizations -> organizations) 16. Create Operating unit (N: Setup -> organizations -> organizations) 17. Set Profile option MO: Operating unit for all responsibilities 18. Create Work day calendar 19. Create Inventory Organization (N: Setup -> organizations -> organizations) 20. Select sysadmin responsibility and run replicate seed data program.

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Set the System Date: 01-Jan-2013 Select System Administrator responsibility 1. Define required responsibilities (Nav: Security Responsibility Define) Name: Skylark Groups Pvt Ltd

Set the Profile Options: Date Track Reminder for the Responsibility Step 1: Nav: System AdminProfileSystem Profile value

2. Define user and assign responsibilities to the user (N: Security -> user -> define) Name: SKYLARK

Navigation Path

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Login from your user

Values Set: Value set is primarily a container for your values; you define your value set such that it can control the types of values that are allowed into the value set (either predefined or non-validated). You can specify the format of your values. -Values for the Value Sets, we are defining will be kept in the Oracle Application Object Library tables. Types of Value sets: 1) Character, 2) Number, 3) Time, 4) Standard Date, Standard Date Time Date, 5) Date Time

Note: When creating value sets using the date format, use the format types Standard Date and Standard Date Time. Validation Types for a value set:

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Define the Values Set for the Job: Name: SKY_JOB_DEPT_VS Validation Type: Independent

And Assign the List of Values to it Nav: Application->Validation->Values

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Dependent Values Set:

Same like Independent Value Set, except the List of Values shown to you will depends on which the Independent value you have selected in the Prior Segment

Must define your independent value set before you define the dependent value set that depends on it Name: SKY_JOB_NAME_VS

Save it and Click on the Edit Information:

Creation List of Values for the Dependent Values:

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1. Corporation:

2. Click on the CORP column and press down key you will find the other three Departments Enter FIN Department Details

3. Next HR Department

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4. Next IT Department

Position: SKY_POS_NAME_VS

Values Set for People Group Flexfield: Name: SKY_PEO_GRP_UNI_TYP_VS

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Assign the List of Values for the People Group

Grade: SKY_GRADE_NAME

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Assign the List of Values for the Grade

Creation of Key Flexfields The Key Flexfield Structures must be defined before defining the Business Group in Oracle HRMS. For each key flexfield, the following must be defined:

o Structure Name o Flexfield segment names, order, validation options and qualifiers o Flexfield value sets.

1. Define JOB:

Jobs are meant to describe the duties someone performs, e.g. Engineer, Accountant, and Manager.

Name: SKY_JOB_NAME

Click on Allow Dynamic Insert and Freeze flexfield Definition and Compile it

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2. Define the Position: Positions are meant to describe specific instances of that job, e.g. Trainee Engineer, Senior Cost Accountant, Sales Manager. In other words, Positions are subsets of Jobs. Click on Open Button uncheck the required check box so that it will not show as be mandatory

Name: Sky_Position_FF

Note: Click on Allow Dynamic Insert and Freeze flexfield Definition and Compile it (see the above fig. Job)

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3. Define Grade: Grades are used to represent status of employees within an enterprise, or Work Group. They are also used as the basis of many compensation and Benefits Policies. Grades can be set up against either a Job or a Position Name: SKY_GRADE_FF


4. Define Competency: Define a structure for your competency flexfield which contains the segments you want to use for your Business Group. You will use this structure to enter competency details for Human Resource, i-Recruitment and Oracle Training

Name: SKY_COMPETENCE_FF


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5. Define People Group Flexfield: Define the Structure for your People Group Flexfield which contains the segments you want to use for

your Business Group. Name: SKY_PEOPLE_Grp_FF


6. Define Cost Allocation Flexfield:

Cost allocation FF is used to map the Accounting FF and GL mapping will be done. If you plan to transfer costing information to Oracle General Ledger, you should set up at least one segment of the Cost Allocation key flexfield that maps onto segments of the Oracle General Ledger Accounting key flexfield.

Name: SKY_COST_AllOC_FF Cost Allocation: Qualifier: Click on the a. Company : QF: Balancing, Assignment, Element, Organization, Payroll b. Account : QF: Balancing, Element, Payroll c. Department : QF: Balancing, Assignment d. Interdepartmental : QF: Balancing, Organization, Payroll e. Product : QF: Balancing, Organization

Click on the Flexfield Qualifiers:

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a. Place your curser on company and click flexfield qualifier and check the box

b. Place your curser on Accounts and click flexfield qualifier and check the box

c. Place your curser on Department and click flexfield qualifier and check the box

d. Place your curser on Interdepartmental and click flexfield qualifier and check the box Interdepartmental : QF: Balancing, Organization, Payroll

e. Place your curser on Product and click flexfield qualifier and check the box Product : QF: Balancing, Organization Note: Click on Allow Dynamic Insert and Freeze flexfield Definition and Compile it (see the above fig. Job)

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We have other Key flexfield I will explain it later a. Bank Details b. Soft Code c. Personal Analysis Key flexfield

Creation of Descriptive Flexfield Descriptive Flexfield is used to just capture extra information. You can define two types of descriptive Flexfield segments: Global Segments: Segments always appear in the flexfield window Context Sensitive Segments: Segment appears only when a defined context exists.

a. Additional Personal Details: We have to query the Existing One and Assign the New One

(Add%Person%Details%) make sure till you get Additional Personal Details

b. Additional Assignment Details

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c. Add'l Salary Admin. Details: Just Check the It is Freeze or Not

Define the Lookup Types and Values Lookups are predefined list of Values with Validation Rules for specific segments System All values in the list are predefined by Oracle Extensible Some predefined values are provided You can add values to the list User Define new lookup types to validate fields you define during the implementation process Flexfield segments Element Input Values

Example:

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Define the Work Location: Ans Locations are the actual work sites of your employees Internal addresses External addresses for tax authorities, agencies, etc. Shared across business groups or specific to one Check the Start Date first. Change to your BG Responsibility Name: SKYLARK HEADOFFICE

Adapt the Business Group A Business Group is a special class of Organization. Every business group can have its own set of default values, with its own internal organizations, Grades, Jobs, Positions, Payrolls, employees, applicants, compensations and Benefits In Oracle EBS, Business Group holds the employee information. If there is a Group of Companies and they all are using a single instance of Oracle Apps then every employee in each company will be defined at BG level. Each employee will then be assigned a responsibility. That responsibility determines which company that employee belongs to and what type of transaction can be carried out. When a fresh EBS instance is installed it has a Default Business Group namely Setup Business Group.

NAME: SKYLARK GROUPS PVT LTD

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a. Business Group Information:

Setting up the Security Profile for Business Group: i. HR:Cross/Business Group as yes/no, if yes. Then user can access data from other Business group too.

ii.HR:Security Profile

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3. HR: User Type : HR with Payroll

Optional

4. Date Track Reminder: Always pop warning window 5. HR: National Identifier Validation 6. HR: NI Unique Error or Warning

7. MO:Operating Unit, if Multi Org is set up for a BG then this is mandatory to setup ow optional Profile Option provides the flexibility to the oracle application; they are acting like a global variables .It eliminates the need to hard code the logic. Let me give you one example:-An organization have two departments say D1 and D2.We want Manager of D1 cannot view the employees of D2 and vice versa. Then we will set the profile options 8. MO:Department name or the organization name against the profile option

B. Query your BG and enter Tax Reference Details Nav: BG RespWork Structure Organizationfind SKYLARK GROUPS PVT LTD

Creation of Units Creation of Legal Entity: GRE Type: GRE (India, USA) Creation of Operating Units: OP Type: Operating Units (Andhra Pradesh or Mumbai, NY or NJ) Creation of Inventory Organization: Type: (Hyderabad or Vijay Wada, New city or New Jersey)

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Define the GRE: Government Reporting

Define the Operating Units: Operating Unit (OU) comes under a ledger with a legal context. Legal Context is referred to as the Legal entity to which it is attached. The purpose of an operating unit is to segregate or separate subledger transactions. A legal entity having different branches in Pakistan can treat each branch an operating unit Name: Sky_Operating_Unit

A. Click Others and select Operating Unit information

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Creation of Payment Methods

a. Cheque Method: Cheque Method ENABLE THE FOLLWING Note: Your System Administrator can enable the HR: Default Check/Cheque Number Method profile which enables you to use the automatic check/cheque numbering process.

b.BACS Method: it is used to transfer the Salary to Bank Account Name: Bank Payments

Click on Others you will find the BACS Details

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Creation of Earning Element: Name: Gross Pay

Define Salary Basis On what basis we have to pay his salary like Hourly, Monthly, Period Salary, Annually Salary Name: Monthly_Salary

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Define Payroll: Payroll refers to the amount paid to employees for services they provided during a certain period of time Name: Monthly_Payroll

a. Statutory Information:

b. Click on Valid Payment Methods

c. Link the above created Gross Pay to Payroll (Nav: Total CompenBasicLink)

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GL Mapping

It is an important process because after the payroll run we have to transfer the accounts to GL and in OTL we will run a process called Transfer from OTL to GL

Query your monthly payroll and link the Segments

a. Creating a Employee for the Business Group

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b. Click on Address and Enter all the Necessary information in the fields and Click on Assignments

c.Click on Salary Add and Add his salary

d.Enter the Pay Method for the Employee: Click on Others Payments

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e. Cheque Method:

f. Bank Transfer

g. Running the Payroll for the Month: Submit a Request

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Enter Payroll Run for UK and select the following Parameter

a. Payroll Run for UK

b. Prepayments:

c. Cheque Writer Process

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d. Magnetic Transfer:

e. View the Run Results:

f. Click on Assignments Process

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g. Click on SOE Report

Thank You....

Regintala Chandra Sekhar

You can get more documents on my blogger: http://ora17hr.blogspot.com

Oracle HRMS Uk Payroll r12

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Transcript of Oracle HRMS Uk Payroll r12