Oracle Human Resources Management Systems Payroll Processing Management Guide (UK)

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Preface

Payrolls

Selecting Exchange Rate Types for a Business Group

Defining Consolidation Sets

Changing Consolidation Sets

Defining an Assignment Set Using Formula Criteria

Defining an Assignment Set by Including or Excluding Assignments

Defining a Payroll

Deleting Payrolls

Setting Up Payroll Contact Information

Allocating Payroll Contacts

Adjusting a Balance

Processing Multiple Payrolls

Defining a Payroll Group

Payroll Payment and Distributions

Payroll Payment and Distributions Overview

Payroll Payment and Distributions

Payment Methods for Your Enterprise

Payslip Modeler Overview

Cash Management and Oracle Payroll

Defining a Payment Method

Viewing Statement of Earnings

Setting Up Payslip Information and Generating Payslips

Extracting Information to Appear on the Payslip

Running the Payslip Generation - Self Service

Running the Payslip Generation - Self Service - Batch

Running the Pay Advice Alignment Report

Running the Payments Summary Report

Running the Payments Summary Report (GB) - Batch

Running the Pay Advice Report

Setting Up Integration of Cash Management with Oracle Payroll for EFT Reconciliation

Payroll Statutory Deductions and Reporting

Statutory Deductions and Reporting Overview

Statutory Deductions and Reporting

PAYE: Legislative Details

PAYE in Oracle Payroll

Implementing Startup Data

Entering Statutory Details for a New Starter

Entering Employee PAYE Details

Setting Up Aggregated PAYE

Running the Tax Payments Listing

Running the Tax Payments Listing - Batch

National Insurance Contributions: Legislative Details

NIC for Company Directors

P11D: Flat File Contents and Required Input Values

Entering NI Details for an Employee

Correcting NI Category Code Entries

Overriding NI System Calculations

Updating an Employee to Director

Updating a Director's Employment Status

Paying Directors' NIC On Account

Viewing Processing Results for a Director

Paying Employers' NIC On Account

Running the NI Arrears Carry Over report

Running the Real Time Class 1A NIC Archive Process

Running the Multiple Assignments Report

Setting Up Multiple Assignment Processing

Prioritizing Assignment Processing

Setting Up Your Data for P11D Processing

Setting Up Menus to View P11Ds Online

Setting up for XML Processing

Uploading Taxable Benefits

Reporting on P11D: Process Overview

Running the P11D Legislative Process

Changing the P11D Status

Running the P11D Reports

Running the P11D Gaps and Overlaps Report

Running the P11D - XML Output Process

Payrolling of Employees' Taxable Benefits

XML Processing for Payroll

Retrieving and Uploading P6 and P9 Files

Running the P45 Process

EOY EDI Process: Accuracy Requirements

Running the Year End Reconciliation Report

Running the Invalid NI Numbers Report

Running the Invalid Tax Codes Report

Running the Start of Year Process

Running the Start of Year Resume Process

Issuing a P45 Form to a Leaver

Running the P45 Alignment Report

Running the DEO Payment Schedule Report

Overview of P60 Reporting

Setting Up an Electronic P60

Running the P60 Programs

P60 Status Report

RTI - P60 Archive Process

RTI - P60 Status Report

RTI - Year End P60 Report Process

Year End P60 Report Portrait (PDF) and Report Type LE (PDF) Reports

Running the P46(Car) Archive Process

Overview of Student Loan Repayments

Managing Student Loans

Running the Student Loan Upload Process Concurrent Program

Real-Time Information (RTI) Processing

Real Time Information Reporting

Overview of Real Time Information Reporting

Secondary Classifications and Balances for RTI Reporting

P6/P9 for RTI

End of Year on RTI

Overview of Setting Up Real Time Information Reporting

Setting up Real Time Information Reporting

Entering New Starter Information for RTI

Entering RTI Aggregation Information

Mapping Existing Data for RTI

Running the Populate RTI Payroll ID with Assignment Number Process

Running the Employer Alignment Submission Process (EAS)

Rolling Back Employer Alignment Submission

Running the RTI - GB Populate Hour Bands Process

Setting up Net of Foreign Tax Reporting for RTI

Running RTI Reconciliation Reports

Understanding the RTI - Full Payment Submission Process

RTI - Full Payment Submission Process (FPS)

RTI - Full Payment Submission Process (FPS) Amendments

RTI - Full Payment Submission (FPS) - Additional Reporting Request

Running the GB Rollback Program

Overview of the RTI - Employer Payment Summary Process

RTI - Create EPS Payment Values Process

RTI - Employer Payment Summary Process (EPS)

RTI - Employer Payment Summary Reset Status

NINO Verification Request

Running the Pre – RTI – NINO Verification Process

Running the NINO Verification Request Process

Running the NINO Verification Reply Upload Process

Overview of the Earlier Year Update (EYU) Process

Running the RTI - Earlier Year Update Process (EYU)

Running the RTI EYU Run Reconciliation Report

Running the IR Mark Generation Program

Payroll Processing and Analysis

Payroll Processing and Analysis Overview

Payroll Processing and Analysis

Process Part of a Payroll

Continuous Calculation

Event Group Qualification

Starting a Payroll Run

Starting a Payroll Run UK – Batch

Setting Up Continuous Calculation

Running the Continuous Calculation Process

Running QuickPay

Running the Generate Run Balances Process

Post-Processing for a Payroll

Data Locks for Payroll Processes

Generic Upgrade Mechanism Overview

Running Post-Run Processes for QuickPay

Viewing Payroll Process Results

Printing the Payslip

Running the Employee Assignments Without Payroll Report

Running the Payroll Actions Not Processed Report

Running the Employee Assignments Not Processed Report

Running the Element Register Report

Element Result Listing

Running the PrePayments Process

Running the PrePayments – Batch Process

Running the Cheque/Check Writer (Generic) Process

Running the Cheque/Check Writer Process

Running the Cheque/Check Writer (Generic) – Batch Process

Running the Void Cheque/Check Payments Process

Reissuing a Voided Cheque/Check

Running the Cheque Listing Report

Running the Void Payments Report

Running the Payroll Cheque/Check Payment Report

Voiding Magnetic Tape Payments

Making External/Manual Payments

Running the Generic Upgrade Mechanism Process

Overview of the BACS Process

Cheque Writer Process: Adding Your Own Cheque Report

Setting Up BACS

Preparing to Run the BACS Process

Viewing the BACS File

Creating a BACS Tape

Creating the BACS File

Running the BACS – Batch Process

Overview of RetroPay Processing

RetroPay Processes Available in Oracle Payroll

When to Run the RetroPay Process

Troubleshooting RetroPay

Setting Up Retro-Notification and RetroPay

Setting Up the Retro-Notifications Report

Setting Up RetroPay by Element

Setting Up RetroPay by Run and RetroPay (by Aggregate)

Setting Up Enhanced RetroPay with Component Usages and Element Time Spans

Setting Up Overlapping RetroPay Using Balance Adjustments

Understanding the Sequence of Your RetroPay Activities

Viewing RetroPay Status and History

Running the Retro-Notifications Report

Running the Retro-Notifications Report (Enhanced and Enhanced PDF)

Running Enhanced RetroPay

Running RetroPay by Element

Running RetroPay by Run or by Aggregate

Running Retropay (Enhanced) - Batch Process

Setting up RetroPay for National Insurance

Advance Pay Process

Setting Up Advance Pay for Individual Assignments

Setting Up Advance Pay for Batch Assignments

Running the Advance Pay Listing Report

Running Advance Pay

Running the Advance Pay Process

Running Advance Pay by Element

Viewing the Results of the Advance Pay Process

Payroll Exception Reporting: Overview

Examples of Exception Report Setup

Running the Payroll Message Report

Reconciling Payments

Setting Up Exception Reports

Grouping Exception Reports

Running an Exception Report, or Exception Report Group

Correction of Run Results: Rollbacks

Correction of Run Results: Retries

Correction of Run Results: Reversals

Marking and Retrying Payroll Runs and Other Processes

Marking a Group of Employee Assignments for Retry

Correcting Run Results: Reversals

Running the Batch Reversals Process

Retrying a Payroll Run or Other Payroll Process

Rolling Back Payroll Runs and Other Processes

Rolling Back a Process from the Payroll Processes Window

Rolling Back a Process from the Submit Requests Window

Rolling Back a Process from the Assignment Processes Window

Rollback – Batch

Rollback Run – Batch

Costing Detail Workbook

Costing Summary Workbook

Element Detail Workbook

Element Link Detail Workbook

Employee Assignments Without Payroll Workbook

Employee Assignments Not Processed Workbook

Employee Payment Methods Workbook

Organization Payment Methods Workbook

Payroll Message Workbook

Payroll Event Rules

Payroll Event Rules Overview

Payroll Event Rules

Database Triggers

Process Parameters

Defining Dynamic Triggers

Grouping Dynamic Triggers into Legislative Functional Areas

Making Table Event Updates

Maintaining Parameters and Parameter Groups for Payroll Processes

HRMS Glossary

Index