You perform these steps at the implementation stage indicated below. For example, you perform the South African Administration steps when you perform the global Administration steps that apply to all legislations.

See: Implementing Oracle HRMS for the global implementation steps.

Additional Implementation Steps

Step 1: Define Occupational Categories and Levels

When defining your key flexfields, you must define Occupational Categories and Occupational Levels for your Grade, Position or Job Flexfield(s), depending on which key flexfield(s) you want to use to hold employment equity information.

Important: You must assign the predefined valuesets, PER_ZA_OCCUPATIONAL_CATEGORIES and PER_ZA_OCCUPATIONAL_LEVELS, on the Occupational Category and Occupational Level segments on the key flexfields that you choose.

See: Define Key Flexfields in the online help and Setting Up Employment Equity

Step 2: Set Up Responsibility Access for Extra Information Types

You must set up responsibility-level access for the ZA_Tax_Information Assignment Extra Information Type (EIT).

See: Setting Up Extra Information Types Against a Responsibility in the online help.

You must set up responsibility-level access for the ZA_UIF_INFORMATION Assignment Extra Information Type (EIT).

See: Setting Up Extra Information Types Against a Responsibility in the online help.

Note: These EIT's should not be linked to any responsibilities that are used to administer Contingent Workers as the information stored on the EIT's is not relevant for Contingent Workers.

Step 3: Set Up Leave Reasons for Employment Equity and the UIF

You must enter the leave reasons for your enterprise into the LEAV_REAS lookup as part of the setup for the Employment Equity Reports and the Electronic UIF File.

See: Adding Lookup Types and Values, Oracle HRMS Configuring, Reporting, and System Administration Guide

Step 4: Set Up the User Table for NQF SETA and Skills Development Levy

You set up the NQF user table to record NQF SETA information and to run the skills development levy report.

See:Setting Up the User Table for NQF SETA and Skills Development Levy

Step 5: Set Up User Tables for Employment Equity and UIF

You must set up user tables for Employment Equity and UIF. Before you set up the Employment Equity and UIF tables, you must run the Termination Categories Setup Process.

See Running the Termination Category Setup Process and Setting Up User Tables for the Employment Equity Report and the Electronic UIF File.

Step 6: Define South African Organization Structures

When defining your organizations, you must set up South African-specific classifications and additional information for the following:

ACB Installation
NQF SETA
Tax File Creator
Employment Equity
ZA Tax
UIF File Creator

See: Entering Additional Information for more information.

Step 7: Load CDV Bank Codes for ACB Payments

You must load CDV bank codes before you can run the ACB payroll processes.

See: Load CDV Bank Codes

Note: You are unable to enter bank details when setting up Organizational and Personal Payment Methods until the CDV bank codes are loaded.

Step 8: Set Up Printers

To run South African reports in Oracle HRMS, you need to associate the predefined print styles with your printer driver.

See: Setting Up Your Printers, Oracle HRMS Configuring, Reporting, and System Administration Guide.

Step 9: Set up RetroPay Required Step

You need to set up the retropay information to process these payments correctly.

See: Setting Up Retro-Notification and RetroPay

Step 10: Calculate Taxable Fringe Benefits Required Step

You need to create formulae to calculate the taxable portion of fringe benefits.

Step 11: Create Element to Make Payments for Annual Share Options Exercised Required Step

Create your own element using the Annual Share Options Exercised secondary classification to make payments for Annual Share Options Exercised.

Step 12: Enable system calculation of RFI and NRFI Amounts Required Step

Enable system calculation of RFI and NRFI amounts based on Pension Fund Contributions and Pension Contribution Percentage using the indirect predefined element ZA_Adj_RFI_NRFI_PTD_PF.

Step 13: Set up User Element for UIF Calculation based on Hours Worked Required Step

Set up the following:

Create an information element, recurring in nature, for anyone that is known to work under the 24 hrs per month. This element feeds ZA_UIF_HOURS_WORKED predefined balance. The default value for the Pay value input value can be 25 (greater than the minimum hours worked that is 24) so that it gets calculated for all the employees.
Link this element to the applicable payrolls.
Enter an applicable value for the Use Hrs Worked input value of the ZA_UIF_Employee_Contribution element. Select No, if you are choosing to opt out an assignment from using this functionality (when you are using this functionality at the legal entity level), else select Yes. If you leave this element entry value blank, then the application uses the value that you selected at the legal entity level.
If you select Yes for an assignment while selecting No for the UIF Calc Based on Working Hours segment or leave it blank, then the application displays an error message when you run payroll or QuickPay for the assignment. The error message informs you that you have selected the UIF Calculation Based on Hours Worked functionality at the assignment level but not at legal entity level and you need to amend the setup to ensure these values are the same at both levels.

Step 14: Avoiding UIF Employee and Employer Contributions Mismatch – Optional Optional Step

You can intervene in the payroll process after it calculates the UIF employee and employer contributions to ensure that they are equal by paying a loan or FB as per your choice. If there is a mismatch in the UIF Month to Date employee and employer contributions due to Net pay, then the application generates an error or warning message at a later stage (processing priority 11000). You can then create element(s) with processing priority between 10501 and 10999 to ensure that the set up matches the UIF contributions by employee and employer by means of loan or FB.

Oracle HRMS for South Africa Supplement

Contents

Implementation

Additional Implementation Steps for Oracle HRMS for South Africa