In Oracle HRMS, the organizations you set up to represent your enterprise as an employer are the Business Group, and in the US and Canada, one or more GREs within the Business Group.
Below this level, you represent the groupings in which employees work, such as branches, departments or sections, by means of internal organizations. To enable the assignment of employees to an internal organization, you classify it as an HR Organization.
Korea users onlyYou must also define an organization classification called Business Place. You assign your employees to the business place in Korea, and use this to store establishment information such as business registration number, health insurance number, and address.
You also maintain information in the system about various types of external organizations relevant to human resources and payroll management and administration. These can include training vendors, tax offices, benefits carriers, or certification bodies.
External organizations can appear in your organization hierarchies together with internal organizations and are defined in the same way.
Note: You can never assign employees to external organizations, even those classified as HR Organizations.
Whenever you create an organization you have to give it a classification, such as Business Group or HR Organization. The classification you give to an organization defines its purpose and functionality within Oracle HRMS.
Selecting a classification enables you to set up additional information about your organization. The classification you enter controls the additional information you can set up.
Classification are predefined, and each Oracle Product group is installed with the classifications and information types relevant to their application. For example, Oracle Financials has different classifications from Oracle HRMS.
Note: Oracle HRMS enables you to install your own additional information types for classifications.
Organization classifications define the purpose of an organization and its functionality within Oracle HRMS. The classifications you assign to an organization control the additional information you can set up at the organization level. The Configuration Workbench automatically assigns the appropriate classifications to the organizations it creates.
For more information on the key organization structures you use to represent your enterprise, see: Key Concepts for Representing Enterprises, Oracle HRMS Enterprise and Workforce Management Guide
You can define one organization with multiple classifications or you can define separate organizations to represent different types of entity. For example, you can classify an organization as a legal entity as well as an HR organization if it's the same organization. If they are different, then you create two organizations.
Note: Oracle HRMS enables you to install your own additional information types for classifications.
You can select the following classifications in the Organization window, depending on your legislation:
All legislations can use the following classifications:
Business Group: Use this classification to group, manage, and control access to data in accordance with the rules and reporting requirements of a country.
Operating Company: An operating company represents a division or line of business within your enterprise that is legally registered for reporting in at least one country.
GRE/Legal Entity: Use this classification to represent the following organizations:
Ultimate Legal Entity: this represents the enterprise, and typically, the enterprise is the highest (global) level of a business organization.
Legal Entity: this represents the designated legal employer for all employment-related activities. The legal authorities in a country recognize this organization as a separate employer. In an organization hierarchy, a legal entity may report to an operating company or to the ultimate legal entity.
Consolidated Legal Entity: this organization acts on behalf of multiple operating companies that are not legally registered, or simply on behalf of the enterprise in a country.
Employer: Use this along with the GRE/Legal Entity classification to define an organization as a legal entity that is responsible for employing people in a particular country.
For Chinese users only: Your organization hierarchy must contain at least one GRE with corporate and employer information. Statutory reporting requires this information.
For Indian users only: Your organization hierarchy must contain at least one GRE with income tax, challan bank, tax declaration and representative details. This information is used for statutory reporting.
HR Organization: Use this classification for all organizations to which you want to assign employees and contingent workers.
Payee Organization: Use this when defining an external organization that is the recipient of a third party payment from an employee, for example a court-ordered payment. You can then select this organization on the Personal Payment Method window when entering a third party payment method.
Bargaining Association: Use this when defining an organization that is involved in negotiating a collective agreement. A bargaining association could be any organization representing the employees in negotiations, for example a trade union. The UK legislation also enables you to select a bargaining association in the Union Processing window to set up a union element.
Representative Body: Use this when defining a representative body. This may be a body defined in legislation, such as a European Works Council, or may be defined by the employer, such as a Sports and Social Club.
Disability Organization: Use this when defining an external organization with which employee disabilities are registered.
Medical Service Provider: Use this when defining an organization that provides any medical services, such as medical assessments, to the people in your enterprise.
Constituency: Use this to define a constituency to group together workers eligible to vote for particular elections.
Company Cost Center: Use this to define organizations in Oracle HRMS that map to cost centers in Oracle GL. You can set up your application so that whenever a cost center is defined in GL, a corresponding organization with this classification is defined automatically.
Professional Body Information: Use this to define an organization that is a professional body. Organizations with this classification are available to assign to people in the Qualifications window.
The US legislation can use the following classifications:
Reporting Establishment, Corporate Headquarters, or AAP Organization: Use these when defining reporting organizations, that is, organizations required for the production of certain reports for government agencies.
Parent Entity: Use this when defining an organization to be included at the top level of an establishment hierarchy. You can then use the hierarchy when producing certain reports for government agencies.
If you are assigning this classification to a Business Group, you must assign it to your default Business Group, that is the one defined in your security profile. If you do not, then your data will not be visible when you attempt to create your hierarchy in the Generic Hierarchy window.
Benefits Carrier, Workers Compensation Carrier, or Beneficiary Organization: Use these when defining an external organization belonging in one of these classifications. You can then select the organization when defining a benefit, entering information for Workers Compensation calculations, or recording beneficiaries employees have named for certain benefits.
The Federal legislation can also use the Beneficiary Organization classification.
The UK legislation can use the Education Authority classification to define a Local Education Authority (LEA) that is responsible for education within that council's jurisdiction.
The Canadian legislation can use the following classifications:
Provincial Medical Carrier: Use this to define a medical carrier for a province.
Provincial Reporting Establishment: Use this to represent employees in the province of Quebec.
The French legislation can use the following classifications:
Company: records one or more companies in your business group. A company is a legal entity registered to "Registre du Commerce et des Societes". You must have at least one company.
Establishment: identifies the organization that serves as the legal point of contact for settling any disputes and manages the personal details of the workforce.
Note: Do not classify an organization as both a company and an establishment; create two separate organizations.
URSSAF Center or ASSEDIC Center: specifies an external organization that is a Social Security organization. You can select the organization when entering additional organization information for an establishment. You can also select URSSAF organizations when entering additional organization information for a company.
Insurance Provider or Pension Provider: defines an external organization that provides insurance or pensions. You can select the organization when entering additional organization information for a company or an establishment.
OPACIF or OPCA: specifies an external organization that collects the company's yearly training contribution.
CPAM: identifies an external organization as a CPAM office. You can select the organization when entering employment information in the People window.
Public Sector Other External Organization: records details of the various types of external organizations with whom public-sector companies deal. Be sure to create organizations with this classification as external organizations.
Grouping of Employers: identifies the employers (normally establishments) who have decided to group together to make it easier to lend each other workforce and also to list the employees, contingent workers, and employees on loan for an establishment from that grouping in the Personnel Registry report.
Tax Group: defines an external tax office.
The Dutch legislation can use the following classifications:
Dutch UWV Organization: Use this to indicate if your organization is a social insurance provider. If you enable this classification, you can enter additional information such as the type of provider in the Dutch UWV Organization window.
Dutch Tax Office: Use this to define an external tax office.
Dutch Private Health Insurance: Use this to define an external organization that provides private health insurance.
Pension Provider: Use this to define an external organization that provides pensions to your employees.
The German legislation can use the following classifications:
Budget Plan Unit: Use this to define internal organizations for which you can use for the budget plan structure. The budget plan structure defines the different levels of positions in your enterprise, and the budget plan units represent the different levels as organizations. You select which budget plan unit the position belongs to in the Position window.
German Additional Second Pension Insurance: Use this to record information about the contributions an organization makes to a second pension.
German Capitalized Life Insurance Provider: Use this to indicate if your organization is a provider of German capitalized life insurance.
German Mandatory Health/Special Care Insurance Provider: Use this to indicate if your organization is a provider of German mandatory health or special care insurance. If you enable this classification, you can enter additional information using the German Social Insurance Providers window.
German Mandatory Pension Insurance Provider: Use this to indicate if your organization is a provider of German mandatory pension insurance. If you enable this classification, you can enter additional information using the German Social Insurance Providers window.
German Private Health/Special Care Insurance Provider: Use this to indicate if your organization is a provider of German private health or special care insurance. If you enable this classification, you can enter additional information using the German Social Insurance Providers window.
German Public Sector: Use this to indicate if your organization is a public sector organization. If you set this to yes then certain public sector specific windows and fields are made available to you.
German Tax Office: Use this to indicate if your organization is a tax office. If you set this to yes then you can enter additional tax office information using the Others button.
German Unemployment Insurance Provider: Use this to indicate if your organization is a provider of German unemployment insurance. If you enable this classification, you can enter additional information using the German Social Insurance Providers window.
German Voluntary Pension Provider: Use this to indicator if your organization is a provider of German voluntary pensions.
German Work Incident Supervising Office: Use this to indicate if your organization is a work incident supervising office.
German Workers' Liability Insurance Providers: Use this to indicate if your organization is a provider of German workers' liability insurance.
The Hong Kong legislation can use the MPF Trustee Organization classification to set up and enrol employees in an MPF Trustee. This classification allows you to record details of the trustee and details of the scheme provided by the trustee.
The Mexico legislation must use the legal employer classification to define the legal entity. You can add additional organization information for your legal employer, if needed.
Use the GRE/Legal Entity classification to define an organization that is recognized as a separate employer by Social Security or other legal authorities. When you assign a location to a GRE, and you have not already associated them with each other in the generic hierarchy, HRMS will make the association for you.
The Saudi legislation can use the following classifications:
Saudi GOSI Office: Use this to represent the General Office of Social Insurance (GOSI) which the employer is registered. The GOSI office requires employers to make deductions for eligible employees and send all payments and reports to this office.
Saudi Employment Office: Use this to represent an office to which the employer reports the status of its disabled employees.
The Hungary legislation can use the following classifications:
Draft Agency: Use this to represent an external defense organization to which you send employee military service details.
Company Information: Use this to represent the organization which is legally entitled to hire employees.
Pension Provider: Use this to indicate an external organization that provides pensions to your employees.
The Spanish legislation can use the following classifications:
Work Center: Use this to define an internal organization that represents a facility within your enterprise. You use these organizations for statutory reporting purposes.
Section: Use this to define an internal organization that represents the place where people work. You use these organizations for internal reporting purposes only.
Tax Office: Use this to indicate if the organization is an external tax office.
Tax Administration Office: Use this to indicate if the organization is an external tax administration office.
Social Security Office: Use this to define a social security office as an external organization. If you enable this classification, you can record the social security office details.
Social Security Province Office: Use this to define an organization as an external social security office. If you enable this classification, you can enter the social security province office details.
Health Care Organization: Use this to define an organization as an external health care organization. If you enable this classification, you can enter the insurance company details.
The Korean legislation can use the following classification:
Business Place: Use this classification to define an organization as an employer to which you assign employees. You set up information such as the registration number, representative information, and the health insurance number for the National Tax Service (NTS).
Your organization hierarchy should contain at least one GRE/Legal Entity (Tax Organization) and Registered Company.
The Indian legislation can use the following classifications:
Registered Company: Records your company's Legal Name, Registration Number, Corporate Identity Number, Permanent Account Number (PAN) of the company and company's representative details.
Factory: Records your factory's Registration Number, License Number, National Industrial Code, Production Commencement Date and factory's representative details.
Shops/Establishment: Records your shops/establishment's registration number and representative details.
Contractor Details: Records a contractor's details, work details, and representative details. A contractor supplies contingent workers to an enterprise and can be either an individual or an external organization.
ESI Organization: Use this to define an external organization that provides Employee State Insurance (ESI) to your employees. Records your Employee State Insurance (ESI) organization's Challan Information, General Information and Representative Details. You can have multiple ESI organizations and select an employee's ESI organization in the Assignment window.
Provident Fund Organization: Records your PF organization's PF challan information, PF information, and PF representative details. You can have multiple PF organizations and select an employee's PF organization in the Assignment window.
Professional Tax Organization: Records your Professional Tax organization's information, Professional Tax Challan information, and Representative Details. information. You can have multiple professional tax organizations and select an employee's professional tax organization in the Assignment window.
The Polish legislation can use the following classifications:
PL SII Branch: Use this classification to represent a local branch of the Social Insurance Institute (SII), a public organization that deals with the social insurance benefits, such as sickness allowance, maternity allowance, and rehabilitation benefits. You use the SII branch information for social insurance reporting.
PL Statistic Office: Use this to represent a local statistic office. You use this information in reports sent to the statistic office.
PL Tax Office: Use this to define the tax office bank accounts for the employer and for the tax collected from the employees. You use this information in statutory reports.
The Norwegian legislation can use the following classifications:
Local Unit: Use this classification to identify and report on the different work centers, within your enterprise, to which you assign employees.
Social Security Office: Use this to define external social security office organizations.
The Finnish legislation can use the following classifications:
Local Unit: Use this classification to identify and report on the different work centers, within your enterprise, to which you assign employees.
External Company: Use this to record details of the various types of external organizations with whom your organization deals. Ensure to create organizations with this classification as external organizations.
Pension Provider: Use this to record the basic information about pension insurance providers to which you transfer the appropriate pension insurance deductions.
Accident Insurance Provider: Use this to identify organizations that provide accident insurance coverage, group life insurance, and unemployment insurance.
Finnish Magistrate Office: Use this for identifying the authority responsible for processing the employee court orders.
Finnish Trade Union: Use this to record the basic information about the employees' trade unions to process employee deductions.
Provincial Tax Office: Use this to identify the legal employer's tax office.
The Danish legislation can use the following classifications:
Service Provider: Use this classification to record details of the various types of external service providers with whom your organization deals.
Pension Provider: Use this classification to define external pension providers.
The Swedish legislation can use the following classifications:
Local Unit: Use this classification to identify and report on the different work centers, within your enterprise, to which you assign employees.
Social Security Office: Use this to define external social security office organizations with which you coordinate medical reimbursements for the employees.
Swedish Enforcement Office: Use this to define external enforcement office organizations with which you coordinate the attachment of earnings deductions for the employees.
The South African legislation can use the following classification:
Training Provider: Use this to indicate if an organization is a training provider.
The UAE legislation can use the Legal Employer classification to define and enter additional organization information for your legal employer.
The Irish legislation can use the following classifications:
Legal Employer: Use this classification to define and enter additional organization information for your legal employer.
Pension Provider:Use this classification to define external pension provider.
Standard employment information or employment defaults represent the employment information that is applicable for different levels in the enterprise. For example, you can set employment defaults for shift type, employee type, and payroll period, to name a few.
You can enter employment defaults at various organization levels depending on your enterprise's requirements or at the level to which the defaults most apply. For example, if the employment defaults apply to most of the people working for a legal employer, you can enter the information against the legal employer and make the relevant changes at the appropriate lower organization levels. The employment defaults entered at a lower organization level, such as assignment, override any information entered at a higher level, such as business group. It is recommended that you set the employment defaults at the highest level to which they most apply to minimize the maintenance of this information.
You can enter the employment defaults at the following organization levels:
Business Group You enter the employment defaults at the business group level if this information is applicable to most people in your country. For example, if a majority of the people in your country work in the day shift, you can enter the shift information at the business group level.
HR Organization You enter the employment defaults at the HR organization level if this information is applicable at the enterprise level. For example, if a majority of your employees are blue collar workers, you can enter the employee type information at the HR organization level.
Legal Employer You enter the employment defaults at the legal employer level if this information is applicable to most of the employees working for that legal employer. For example, if most of the employees working for a legal employer are paid on a monthly basis, you can enter the payroll period information at the legal employer level.
Local Unit You enter the employment defaults at the local unit level if this information is applicable to most of the employees working in that local unit. For example, if most of the employees working in a local unit are permanent employees, you can enter the employment type information at the local unit level.
For Norwegian, Finnish, and Swedish users only: The local unit level is only available to Norwegian, Finnish, and Swedish users.
Assignment You enter the employment defaults at the assignment level for various reporting purposes. For example, if there are five employees who have been assigned different shift timings from the rest of the employees, you can change the shift timing information for these five employees at the assignment level.
Set up your organizations in the order shown below. This structure forms the basis for defining the relationship between the employee and the employer – this is important in terms of both legal liability and identifying the breakdown for various statutory reports.
Set up a business group and any other non-Finnish specific organizations required by your enterprise. You can enter employment defaults for a business group or HR organization.
Important: Once you set up a new business group, you must link the place of residence to the regional membership.
See: Linking the Place of Residence to the Regional Membership
Create your local units and enter their additional information. A local unit is the location of the enterprise's branch. The employment defaults you enter here override the defaults entered at a higher level.
Create your legal employers and enter statutory information and employment defaults for them. The employment defaults you enter here override the defaults entered at a higher level.
Link each local unit to a legal employer. You can assign multiple local units to one legal employer.
Create your third party organizations, such as pension insurance providers, accident insurance providers, magistrate offices, trade unions, and provincial tax offices. You must add a further organization classification of Payee Organization to these third party organizations to process payroll and third party payments.
Create the external organizations (such as employer's association) of which your organization is a member. You use this information for various reporting purposes.
For more information on how to create the organizations and additional information described in this topic, see: Creating an Organization and Entering Additional Information
Use the Organization window to create:
Business groups
External organizations (for example, tax offices, pension providers, insurance carriers, disability organizations, benefit carriers, or recruitment agencies)
Internal organizations (for example, departments, sections or cost centers)
GREs/Legal Entities
If you use the Configuration Workbench to configure your enterprise structure, then you only need to create the additional internal and external organizations you require. For example, you can set up additional organizations to represent the internal divisions or departments, and external organizations for reporting or third party payments.
See: Extending the Enterprise Framework, Oracle HRMS Enterprise and Workforce Management Guide
To create an organization
Navigate to the Organization window and click New to create a new organization.
Note: For information about querying existing organizations, see: Finding an Organization, Oracle HRMS Enterprise and Workforce Management Guide
Enter a name for your organization in the Name field. A check is performed to see if organizations with the same name already exist.
All Oracle applications you install share the information entered in the Organization window. Therefore organization names must be unique within a business group, and business group names must be unique across your applications network.
You can create two organizations with the same name in different business groups but this can cause confusion later, if the HR: Cross business group profile option is set to Yes and you decide to share certain information across all business groups. If you decide to create two organizations with the same name, be sure that this will not cause you problems in the future.
Optionally, select an organization type in the Type field.
Organization types do not classify your organization, you use them for reporting purposes only. The type may identify the function an organization performs, such as Administration or Service, or the level of each organization in your enterprise, such as Division, Department or Cost Center. You create the organization types you require by entering values for the Lookup Type ORG_TYPE.
Enter a start date in the From field. This should be early enough to include any historical information you need to enter.
Note: You cannot assign an employee to an organization before the start date of the organization.
Enter a location, if one exists. You can also enter an internal address to add more details such as floor or office number.
Dutch only: If you are setting up external organizations for a tax office, a social insurance provider or a private health insurance provider, you must enter the postal address and contact details using the NL_POSTAL_ADDRESS Location EIT.
Mexico only: When defining a GRE/Legal Entity, if you select a location here, HRMS automatically associates it with this GRE in the Generic Hierarchy.
US only: If you are using Oracle Payroll in the US, every organization to which employees can have assignments, including business groups, must have on record a location with a complete address. This is because the system uses the location of the organization of the employee's primary assignment to determine employee work locations for tax purposes. This does not apply to GREs, because the assignment to a GRE exists in addition to the assignment to an organization.
India only: You can define an income tax organization and enter its location details. You can then select this organization at the GRE/Legal Entity Income Tax Office.
Note: If you are an Oracle Inventory user, then you must not assign a location to more than one organization classified as an Inventory Organization.
Enter internal or external in the Internal or External field. You cannot assign people to an external organization.
Examples of external organizations that may require entry are disability organizations, benefits carriers, insurance carriers, organizations that employees name as beneficiaries of certain employee benefits, and organizations that are recipients of third party payments from employees' pay.
Save the basic organization details.
You need to run meta-mapper to support the uploading of tax card and postal code lookup.
To run meta-mapper
Execute the following commands at the sql prompt:
sql> execute HR_PUMP_META_MAPPER.GENERATE ('PY_ELEMENT_ENTRY_API', 'INSERT_ELEMENT_ENTRY');
sql> execute HR_PUMP_META_MAPPER.GENERATE ('PY_ELEMENT_ENTRY_API', 'UPDATE_ELEMENT_ENTRY');
Place the file in a directory that is accessible to the database.
Note: The utl_file_dir parameter of the init.ora file should contain the directory in which you place this file.
Set the system profile, PER_DATA_EXCHANGE_DIR, to the same directory.
Oracle HRMS for Finland references the Regional Membership table to identify the relationship between the place of residence and regional membership. The place of residence and regional membership affect income tax calculation and other statutory deductions.
Every time you create a new business group (to represent a country), you must run the Finland Populate Countries request and enter values into the FI_REGIONAL_MEMBERSHIP user table. You use this table to map the place of residence to any of the three regional memberships, Nordic, EU, or non-EU.
To run the Finland Populate Countries request:
Important: You run the request after switching to the responsibility created for the new business group.
Choose the Single Request option.
Query the Finland Populate Countries request in the Submit Request window and click Submit.
Ensure that Phase displays Completed and the Status displays Normal against the Finland Populate Countries request.
Close the window.
To enter values in the Regional Membership table:
Query the FI_REGIONAL_MEMBERSHIP table. In this table, the countries and territory codes appear as rows and the regional membership is the column. These countries were populated by the Finland Populate Countries request.
Enter Nordic, EU, or non-EU against each country.
Save your work.
For each classification you set up you can enter additional information. This information can be different for each classification.
For business group see: Business Group
For HR organization see: HR Organization
For payee organization see: Payee Organization
For legal employer see: Legal Employer
For local unit see: Local Unit
For external company see: External Company
For pension insurance provider see: Pension Provider
For trade union see: Trade Union
For representative body see: Representative Body
For constituency see: Constituency
For bargaining association see: Bargaining Association
For company cost center see: Company Cost Center
For professional body information see: Professional Body Information
See Classification and Additional Information Types if you need to check which classification to select.
To enter Business Group additional information:
Click on the organization classification for which you want to enter additional information.
Choose the Others button to open the Additional Organization Information window.
Select one of the following:
Business Group Information, see: Entering Business Group Information, Oracle HRMS Enterprise and Workforce Management Guide
Budget Value Defaults, see: Business Groups: Entering Budget Value Defaults, Oracle HRMS Enterprise and Workforce Management Guide
Employment Defaults, see: Entering Employment Defaults
Work Day Information, see: Business Groups and HR Organizations: Work Day Defaults, Oracle HRMS Enterprise and Workforce Management Guide
Benefits Defaults, see: Business Groups: Defining a Default Monthly Payroll, Oracle HRMS Enterprise and Workforce Management Guide
PTO Balance Type, see Business Groups: Selecting a PTO Balance Type, Oracle HRMS Enterprise and Workforce Management Guide
Recruitment Information, see: Business Groups: Entering Recruitment Information, Oracle HRMS Enterprise and Workforce Management Guide
Payslip Information, see: Entering Payslip Information, Oracle HRMS Enterprise and Workforce Management Guide
SOE Information, see: Business Groups: Entering SOE Information
SOE Detail Information, see: Business Groups: Entering SOE Detail Information
Self Service Preference Information, see: Entering Self-Service Preference Information, Oracle HRMS Enterprise and Workforce Management Guide
Repeat these steps to enter further information.
To enter HR organization additional information:
Click on the organization classification for which you want to enter additional information.
Choose the Others button to open the Additional Organization Information window.
Select one of the following:
Reporting Information, see: Entering Reporting Information for an HR Organization or a Company Cost Center., Oracle HRMS Enterprise and Workforce Management Guide
Costing Information, see: HR Organizations: Entering Costing Information, Oracle HRMS Enterprise and Workforce Management Guide
Employment Defaults, see: Entering Employment Defaults
Parent Organization, see: HR Organizations: Entering Parent Organizations, Oracle HRMS Enterprise and Workforce Management Guide
Work Day Information, see: Business Groups and HR Organizations: Entering Work Day Defaults:, Oracle HRMS Enterprise and Workforce Management Guide
Payslip Information, see Entering Payslip Information, Oracle HRMS Enterprise and Workforce Management Guide
Self Service Preference Information, see Entering Self-Service Preference Information, Oracle HRMS Enterprise and Workforce Management Guide
Related Organizations Information, see: Entering Related Organizations Information for an HR Organization, Oracle HRMS Enterprise and Workforce Management Guide
Repeat these steps to enter further information.
To enter payee organization additional information
Click on the appropriate organization classification.
Click Others to open the Additional Organization Information window.
For entering third party organization details, see: Entering Third Party Information
Repeat these steps to enter further information.
To enter legal employer additional information
Click on the appropriate organization classification.
Click Others to open the Additional Organization Information window.
Select one of the following:
Accident Insurance Org, see: Assigning Accident Insurance Providers to a Legal Employer
Employment Defaults, see: Entering Employment Defaults
Legal Employer Details, see: Entering Legal Employer Details
Local Units, see: Assigning Local Units to a Legal Employer
Pension Providers, see: Assigning Pension Insurance Policies to a Legal Employer
Repeat these steps to enter further information.
To enter local unit additional information
Click on the appropriate organization classification.
Click Others to open the Additional Organization Information window.
Select one of the following:
Accident Insurance Orgs, see: Assigning Accident Insurance Policies to a Local Unit
Employment Defaults, see: Entering Employment Defaults
Local Unit Details, see: Entering Local Unit Details
Repeat these steps to enter further information.
To enter external company additional information
Click on the appropriate organization classification.
Click Others to open the Additional Organization Information window.
Select one of the following:
External Company Contact Details, see: Entering External Company Contact Details
External Company Information, see: Entering External Company Information
Repeat these steps to enter further information.
To enter pension insurance provider additional information
Click on the appropriate organization classification.
Click Others to open the Additional Organization Information window.
Select one of the following:
Pension Department Codes, see: Assigning Pension Department Codes to Local Units
Pension Types, see: Assigning Pension Insurance Types to Pension Insurance Providers
Repeat these steps to enter further information.
To enter trade union additional information
Click on the appropriate organization classification.
Click Others to open the Additional Organization Information window.
For entering trade union details, see: Entering Trade Union Information
Repeat these steps to enter further information.
To enter representative body additional information:
Click on the organization classification for which you want to enter additional information.
Choose the Others button to open the Additional Organization Information window.
Select one of the following:
Representative Body Information, see: Entering Representative Body Information, Oracle HRMS Enterprise and Workforce Management Guide
Constituency information, see: Entering Constituency Information for a Representative Body, Oracle HRMS Enterprise and Workforce Management Guide
Repeat these steps to enter further information.
To enter constituency additional information:
Click on the organization classification for which you want to enter additional information.
Choose the Others button to open the Additional Organization Information window.
Select one of the following:
Location, see Entering Location Information for Constituencies, Oracle HRMS Enterprise and Workforce Management Guide
Organization, see Entering Organization Information for Constituencies, Oracle HRMS Enterprise and Workforce Management Guide
Organization Hierarchy, see Entering Organization Hierarchy information for Constituencies, Oracle HRMS Enterprise and Workforce Management Guide
Grade, see Entering Grade information for Constituencies, Oracle HRMS Enterprise and Workforce Management Guide
Bargaining Unit, see Entering Bargaining Unit information for Constituencies, Oracle HRMS Enterprise and Workforce Management Guide
Job, see Entering Job information for Constituencies, Oracle HRMS Enterprise and Workforce Management Guide
Collective Agreement Grade, see Entering Collective Agreement Grade information for Constituencies, Oracle HRMS Enterprise and Workforce Management Guide
Repeat these steps to enter further information.
To enter bargaining association information:
Click on the organization classification for which you want to enter additional information.
Choose the Others button to open the Additional Organization Information window.
Select Trade Union Information, see: Entering Trade Union Information for a Bargaining Association, Oracle HRMS Enterprise and Workforce Management Guide
Repeat these steps to enter further information.
To enter company cost center information:
Click on the organization classification for which you want to enter additional information.
Choose the Others button to open the Additional Organization Information window.
Select one of the following:
GL Company Cost Center, see: Entering GL Company Cost Center Information for a Company Cost Center, Oracle HRMS Enterprise and Workforce Management Guide
Reporting Information, see: Entering Reporting Information for an HR Organization or a Company Cost Center., Oracle HRMS Enterprise and Workforce Management Guide
Repeat these steps to enter further information.
To enter professional body information:
Click on the organization classification for which you want to enter additional information.
Choose the Others button to open the Additional Organization Information window.
Select Professional Body Info, see: Entering Additional Information for a Professional Body, Oracle HRMS Enterprise and Workforce Management Guide.
Repeat these steps to enter further information.
You enter statement of earnings (SOE) information at the business group level to link the SOE element set to the business group. This enables Oracle HRMS to display the elements that are part of the element set, in the Information region of the SOE.
To enter SOE information
In the organization window, query the business group if it does not already appear there. In the Organization Classifications region, select Business Group, click Others, and select SOE Information.
Click in a field of the Additional Organization information window to open the SOE Information window.
Select the SOE user category. You use this information to restrict the type of users who can view the SOE.
Select the predefined element sets FI_SOE_EARNINGS_ELEMENTS and FI_SOE_DEDUCTIONS_ELEMENTS to display the predefined elements on the SOE.
Select the element set containing your information elements in the Information 1 field to display information elements on the SOE. You create this element set when you set up your statement of earnings. See: Setting up the Statement of Earnings
Select the predefined balance attribute FI_SOE_BALANCE_ATTRIBUTES to display balances on the SOE.
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Oracle HRMS enables you to determine the elements, balances, input values, and amounts that you want to display in the Information region of the statement of earnings. Use the SOE Detail Information extra information type to record the elements that are part of the element set you created and the balances attributes that you want the SOE to use.
Note: Oracle HRMS provides Finland SOE Balance Attributes to view the SOE report. You can use these predefined balance attributes or create your own balance attributes. See: Setting up the Statement of Earnings
To enter SOE detail information
In the organization window, query the Business Group if it does not already appear there. In the Organization Classifications region, select Business Group, click Others, and select SOE Detail Information.
Click in a field of the Additional Organization information window to open the SOE Detail Information window.
Select the type of SOE details you want to record such as balance or element.
If you select Balance type, then select the balance, dimension, and balance display name that you want the SOE to display.
If you select Element type, then select the element name, input value, and element display name that you want the SOE to display.
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Enter the employment defaults from the Additional Organization Information window. You enter employment defaults to assist statistical reporting at the legal employer and local unit level.
Enter employment defaults at the level at which the defaults typically apply. For example, enter employment defaults at the business level if these defaults apply to most people in a country. Enter them at lower levels of the organizations if the defaults tend to differ at those levels. The defaults that you enter at a lower level in the organization overrides defaults entered at higher levels.
To enter employment defaults
In the Organization window, query the organization if it does not already appear there. In the Organization Classifications region, select Business Group, HR Organization, Legal Employer, or Finnish Local Unit, click Others, and select Employment Defaults.
Click in the Employment Defaults field to open the Employment Defaults window.
Select the community price category or in simpler terms, the employee's working place or community. You use this information to define the salary category in some lines of business.
Enter the local unit details from the Additional Organization Information window. Use the Local Unit Details window to record details about organizations classified as a local unit. The local unit represents the enterprise's particular industry or location.
To enter local unit details
In the Organization window, query the organization if it does not already appear there. In the Organization Classifications region, select Finnish Local Unit, click Others, and select Local Unit Details.
Click in the Local Unit Details field to open the Local Unit Details window.
Enter the local unit's sub-disbursement number. Sub-disbursement unit number is the extension to the business identifier (Y-number) and used to identify local units within the legal employer for statutory reporting.
Enter the local unit number. Third-party organizations assign this number to the local unit for accident insurance reporting and employer's membership reporting.
Enter the employers organization membership. You use this information for reporting to third-party organizations.
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Enter the legal employer details from the Additional Organization Information window. Use the Legal Employer Details window to record information about the legal employer, like the various identification numbers that your organization uses. You use this information for various statutory reporting.
To enter legal employer information
In the Organization window, query the organization if it does not already appear there. In the Organization Classifications region, select Legal Employer, click Others, and select Legal Employer Details.
Click in the Legal Employer Details field to open the Legal Employer Details window.
Enter the legal employer's Y-Number.
Select the tax municipality.
Select the social security category. You use this information to record the percentage you will contribute towards social security fee.
Enter the employers organization membership. You use this information for reporting to third-party organizations.
Select whether the legal employer pays out salary or hourly wages.
Select the tax day calculation method to process the payroll for the selected period
Select the provincial tax office to pay taxes correctly.
Indicate whether the legal employer is exempt from paying the social security fees.
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Assign local units to a legal employer from the Additional Organization Information window. Use the Local Units window to assign local units to legal employers. Linking the local units to the legal employer is essential for statutory reporting purposes. For example, for tax reporting, you must link sub-disbursement units to the legal employer as local units.
Note: You can assign multiple local units to a legal employer. You must assign at least one local unit to a legal employer to create a full reporting hierarchy. If there are no local units within your legal employer, then create a local unit with the same name as your legal employer and attach it to the legal employer.
To assign a local unit to a legal employer
In the Organization window, query the organization if it does not already appear there. In the Organization Classifications region, select Legal Employer, click Others, and select Local Units.
Click in the Local Units field to open the Local Units window.
Select the local unit to assign it to the legal employer.
Repeat steps 2 and 3 to assign more local units to the legal employer. You can assign a local unit to only one legal employer.
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Enter third party information from the Additional Organization Information window. You require this information to make grouped payments to third party organizations.
Important: You must create the source and destination organization payment methods before you enter the third party information.
To enter third party information
In the Organization window, query the organization if it does not already appear there. In the Organization Classifications region, select Payee Organization, and click Others.
Click in the Third Party Details field to open the Third Party Details window.
Select the source bank account. This is your organization's payment method.
Select the destination bank account. This is the third party organization's payment method.
You can enter the payer and payee reference numbers. You can use this information during internal audits to keep track of your transactions with the third party organization.
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The employee's pension insurance type and pension insurance group affects the employee's pension insurance deductions and employer's payments to the pension insurance provider. Assign one or more pension insurance types to a pension insurance provider from the Additional Organization Information window. Use the Pension Types window to assign pension insurance types to pension insurance providers.
To assign a pension insurance type to a pension insurance provider
In the Organization window, query the organization if it does not already appear there. In the Organization Classifications region, select Pension Provider, click Others, and select Pension Types.
Click in the Pension Types field to open the Pension Types window.
Select the pension insurance type to assign it to the pension insurance provider.
Enter the group code and group name, if applicable to your pension insurance. The pension insurance provider defines the pension insurance groups for each pension type it supports. Examples of pension insurance groups are salaried workers or managerial staff.
Repeat steps 2 to 4 to assign more pension insurance types to the pension insurance provider. You must ensure that the group code is unique for a pension insurance type and pension insurance provider combination.
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Assign pension department codes to a local unit from the Additional Organization Information window, if applicable to your pension insurance. Use the Pension Dept Codes window to assign department codes to local units.
To assign a pension department code to a local unit
In the Organization window, query the organization if it does not already appear there. In the Organization Classifications region, select Pension Provider, click Others, and select Pension Dept Codes.
Click in the Pension Dept Codes field to open the Pension Dept Codes window.
Select the legal employer to assign it to the pension insurance provider.
Select the local unit for which you want to assign the department code.
Enter the unique department code for the local unit.
Repeat steps 2 to 5 to assign more department codes to other local units. You must ensure that the department code is unique for a pension insurance provider.
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Assign one or more pension insurance policies to a legal employer from the Additional Organization Information window. You require this information for accurate pension insurance contribution processing. Use the Pension Providers window to assign pension insurance providers to legal employers.
To assign a pension insurance policy to a legal employer
In the Organization window, query the organization if it does not already appear there. In the Organization Classifications region, select Legal Employer, click Others, and select Pension Providers.
Click in the Pension Providers field to open the Pension Providers window.
Select and enter the following pension insurance policy details:
Policy start and end dates
Pension insurance type
Pension insurance provider
User pension insurance type
Pension insurance number
Employer's pension insurance contribution percentage
Customer number
Reporting method
Repeat the steps 2 to 4 to assign more pension insurance providers to the legal employer.
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Note: If you have multiple pension insurance policies with the same insurance type, then you must add user pension insurance types in the user types and statuses to rename the pension insurance types with distinguishable names.
Assign an accident insurance provider to a legal employer from the Additional Organization Information window. The employer records the accident insurance provider details to pay the accident insurance, unemployment insurance, and group life insurance premiums correctly. Use the Accident Insurance Org window to assign accident insurance providers to legal employers.
Important: You can assign only one accident insurance provider to a legal employer at any point of time. Specify start and end dates for each policy to prevent overlapping policies from different accident insurance providers.
To assign an accident insurance provider to a legal employer
In the Organization window, query the organization if it does not already appear there. In the Organization Classifications region, select Legal Employer, click Others, and select Accident Insurance Org.
Click in the Accident Insurance Org field to open the Accident Insurance Org window.
Select and enter the following insurance policy details:
Policy start and end dates
Accident insurance provider
Accident insurance number
Accident insurance percentage
Group life insurance percentage
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Assign an accident insurance policy to a local unit from the Additional Organization Information window, if applicable to your accident insurance. Use this window to record the local unit's accident insurance policy number when it differs from that of the legal employer. Use the Accident Insurance Org window to assign accident insurance policies to local units.
Important: You can assign only one accident insurance policy to a local unit at any point of time. Specify start and end dates for each policy to prevent overlapping policies from different accident insurance providers.
To assign an accident insurance policy to a local unit
In the Organization window, query the organization if it does not already appear there. In the Organization Classifications region, select Local Unit, click Others, and select Accident Insurance Org.
Click in the Accident Insurance Org field to open the Accident Insurance Org window.
Select and enter the following accident insurance policy details:
Policy start and end dates
Accident insurance policy number
Accident insurance percentage
Repeat the steps 2 and 3 to assign more accident insurance policies to the local unit.
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Enter trade union details from the Additional Organization Information window using the Trade Union Details window. Typically, an employee joins only one trade union. You use this information for processing employee union dues accurately.
To enter trade union information
In the Organization window, query the organization if it does not already appear there. In the Organization Classifications region, select Finnish Trade Union and click Others.
Click in the Trade Union Details field to open the Trade Union Details window.
Enter the trade union number.
Select the payment mode, fixed or percentage, for the union fee deduction and then enter the default fixed amount or percentage value.
Enter the union accounting ID.
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Enter the external company information from the Additional Organization Information window. External companies are third-party organizations with whom your organization interacts, for example, social security office or accident insurance institution. You require this information for reporting (such as accident reporting) to third-party organizations.
To enter external company information
In the Organization window, query the organization if it does not already appear there. In the Organization Classifications region, select External Company, click Others, and select External Company.
Click in the External Company field to open the External Company window.
Enter the external company's Y-Number.
Enter the PIN if applicable.
Select the external company's visiting address.
Ensure that the electronic report method defaults to TYVI. You use this information during tax reporting.
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Enter the external company contact details from the Additional Organization Information window. Use the Contact Details window to record information about the external companies (third-party organizations) with whom your organization interacts, for example, social security office or accident insurance institution. You require this information for reporting to third-party organizations, for example accident reporting.
To enter contact details for an external company
In the Organization window, query the organization if it does not already appear there. In the Organization Classifications region, select External Company, choose the Others button, and select Contact Details.
Click in the Contact Details field to open the Contact Details window.
Select the type of contact, for example contact person or phone number. You can enter more than one contact for the external company.
Enter the description for the contact; for example, manager or home phone.
Enter further detail about the contact; for example, if the contact type is contact person, then you enter the name of the person.
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