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

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Preface

Payrolls

Further Payroll Information Window

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

Payroll Payment and Distributions

Payroll Payment and Distributions Overview

Payroll Payment and Distributions

Payment Methods for Your Enterprise

Cash Management and Oracle Payroll

Payslip Modeler Overview

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

Defining a Payment Method

Viewing Statement of Earnings

Setting Up Payslip Information and Generating Payslips

Extracting Information to Appear on the Payslip

Running the Pay Advice Alignment Report

Running the Payments Summary Report

Running the Pay Advice Report

Setting Up Payslip Modeler

Payroll Statutory Deductions and Reporting

Payroll Statutory Deductions and Reporting Overview

Payroll Statutory Deductions and Reporting

Tax Information for GREs

Tax Data for Employees

Taxability Rules for Earnings and Deductions Categories

Rules for Workers' Compensation

Rules for Provincial Medical Plans

Tax Withholding Methods

Tax Calculation Process

Tax Balances

Tax Information for an Employee Assignment

Assignment Location Rules Overview

Changing Taxability Rules for an Earnings Type

Changing Taxability Rules for a Taxable Benefit

Changing Taxability Rules for a Pre-Tax Deduction

Configuring WCB Accounts

Entering Federal Tax Information for an Employee

Entering Federal Tax Rules for a GRE

Setting the EI Rate for a GRE

Feeding Balances for Year End Reporting

Entering Provincial Tax Information For a PRE

Entering Provincial Tax Information for an Employee

Introduction to Balance Adjustment

Year End and Tax Balances

Reasons For Balance Adjustments

Geocodes

Tax Balances Form

Setting Up the Tax Balance Adjustment Elements

Determining the Geocode Jurisdiction Code

Viewing Tax Balances

Performing Balance Adjustments

Reversing Federal Taxes

Deleting a Tax Balance Adjustment

End of Year Processing

Pre-Archival Reports

Year End Preprocess

Managing the Year End Preprocess

Post-Archival Reports

Year End Archive Missing Assignments Report

Year End Exception Report

Identifying Missing Employees to Add to the Year End Preprocess

Running the Year End Exception Report

T4 Slip

T4 Slip Box Information

Reducing Box 14 Balances

Reporting Employees with No Gross Earnings on the T4

T4 Register Reporting

Running the T4 Register Report

Running the Federal T4 Slip and Magnetic Media

T4A Slip

T4A Slip Box Information

Reporting Employees with No Gross Earnings on the T4A

T4A Register Reporting

Running the T4A Register Report

Running the Federal T4A Slip and Magnetic Media

Federal Year End Amendments and Cancellations

Running the Federal Year End Amendment Preprocess

Retrying the Federal Year End Amendment Preprocess

Rolling Back the Federal Year End Amendment Preprocess

Running the T4/T4A Amendment Register Report

Running the T4/T4A Amendment PDF

Running the T4/T4A Cancellation PDF

Running the T4/T4A Amendment Magnetic Media

Running the T4/T4A Cancellation Magnetic Media

Running the T4 Amendment Paper Report

Running the T4A Amendment Paper Report

RL-1 Year End Slip

RL-1 Slip Box Information

Reducing Box A Balances

Reporting Employees with No Gross Earnings on the RL-1

RL1 Register Reporting

Running the RL1 Register Report

Running the Provincial RL1 Slip and Electronic Interface

RL-2 Year End Slip

RL-2 Slip Box Information

Reporting Employees with No Gross Earnings on the RL-2

RL2 Register Reporting

Running the RL2 Register Report

Running the Provincial RL2 Slip and Electronic Interface

Provincial Footnote Report

Running the Provincial Footnote Report

Provincial Year End Amendments and Cancellations

Running the Provincial Year End Amendment Preprocess

Retrying the Provincial Year End Amendment Preprocess

Rolling Back the Provincial Year End Amendment Preprocess

Running the RL1 Amendment Register Report

Running the RL2 Amendment Register Report

Running the RL1 Amendment PDF

Running the RL2 Amendment PDF

Running the RL1 Amendment Paper Report

Running the RL2 Amendment Paper Report

Running the RL1 Amendment Electronic Interface

Running the RL2 Amendment Electronic Interface

Running the RL1 Cancellation PDF

Running the RL2 Cancellation PDF

Running the RL1 Cancellation Electronic Interface

Running the RL2 Cancellation Electronic Interface

Printing Reports Using the PASTA Printer Driver

Setting Printer Styles for End of Year Processes

Making Changes on the Magnetic Media

Rolling back the Magnetic Media Process

Retrying the Magnetic Media Process

Payroll Processing and Analysis

Payroll Processing and Analysis Overview

Payroll Processing and Analysis

Process Part of a Payroll

Continuous Calculation

Event Group Qualification

Payroll Process Workflow

Multiple GRE Payroll Processing

Using the Payroll Process Workflow

Starting a Payroll Run

Setting Up Continuous Calculation

Running the Continuous Calculation Process

Running QuickPay

Running the Generate Run Balances Process

Performing Run Balance Diagnostics

Adjusting Run Balances

Configuring Employee Statutory Information

Post-Processing for a Payroll

Data Locks for Payroll Processes

Payroll Register Report

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

Entering Payroll Archiver Level Information

Running the Canadian Payroll Archiver

Direct Deposit

Deposit Advice Report

Reconciling Payments

Running the Payment Report

Running the PrePayments Process

Payroll Register Reporting

Defining the Profile Option for Pay Annualization

Setting Up Custom BI Publisher Templates for Canadian Payroll

Running the Canadian Cheque Writer (XML) Process

Running the Canadian Deposit Advice (XML)

Running the Canadian Third Party Cheque Writer (XML)

Running the Cheque Writer Process

Setting Printer Styles for Cheque Writer and Deposit Advice

Running the Void Cheque/Check Payments Process

Reissuing a Voided Cheque

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

Viewing Tax Deductions

Viewing Non-Tax Deductions

Quebec Health Services Reporting

Provincial Medical Reporting

Workers' Compensation Reporting

Business Payrolls Survey

Payroll Exception Reporting (Canada)

Record of Employment

Setting Up Elements for ROE

Setting Up the ROE – Magnetic Media Process

Setting Up the Record of Employment Interface Process

Marking Employees for Inclusion in the Record of Employment

Running the Record of Employment for Employees or Assignment Set

Running the ROE-Magnetic Media Process

Running the Record of Employment Interface 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 Retro Elements for Overtime

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 Quick RetroPay

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

Setting Up the Payroll Purge Process

Running the Upgrade Action Contexts Process

Running the Purge Preparation Phase

Running the Purge Deletion Phase

Running the Purge Process Events Process

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

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

Contents