The following table shows the predefined elements for Spain.
| Element Name | Description |
|---|---|
| Social Security Details | A recurring element to hold the social security information within the Social Security window. |
| Multiple Employment Details | A recurring element to hold the multiple employment information within the Social Security window. |
| Tax Details | A recurring element to hold the tax information within the Tax window. |
| Tax Withholding Rates Override | A recurring element to hold the override information within the Tax window. |
| Employee Temporary Disability Contribution Bases | A non - recurring element to hold the values for contribution bases for disability information. |
| Employee Termination Contribution Bases | A non - recurring element to hold the values for contribution bases for termination. |
| Element | Description |
|---|---|
| Company Loan | A recurring element attached to an assignment for processing company loans. |
| Company Vehicle | A recurring element attached to an assignment for processing company vehicles. |
| Company Housing | A recurring element attached to an assignment for processing company housing. |
| Other Payments in Kind Non Recurring | A non - recurring element attached to an assignment for processing other payments in kind. |
| Other Payments in Kind Recurring | A recurring element attached to an assignment for processing other payments in kind. |
| Element | Description |
|---|---|
| Adoption Detail | A recurring element to define the adoption absence type. |
| Maternity Detail | A recurring element to define the maternity absence type. |
| Part Time Maternity Detail | A recurring element to define the part-time maternity absence type. |
| Partial Unemployment Detail | A recurring element to define the partial unemployment absence type. |
| Pregnancy at Risk Detail | A recurring element to define the pregnancy at risk absence type. |
| Sickness Detail | A recurring element to define temporary disability absence type. |
| Element | Description |
|---|---|
| Adoption Benefit | A non - recurring element to hold the adoption benefit amount. The predefined statutory earnings formula feeds this value. |
| Adoption Benefit Uplift | A non - recurring element to hold the adoption benefit uplift amount. The predefined statutory earnings formula feeds this value. |
| Adoption Benefit Uplift Additional Bands | A non - recurring element to hold additional information to calculate the adoption benefit uplift. The predefined statutory earnings formula feeds this value. |
| Maternity Benefit | A non - recurring element to hold the maternity benefit amount. The predefined maternity benefit formula feeds this value. |
| Maternity Benefit Uplift | A non - recurring element to hold the maternity benefit uplift amount. The predefined statutory earnings formula feeds this value. |
| Maternity Benefit Uplift Additional Bands | A non - recurring element to hold additional information to calculate the maternity benefit uplift. The predefined statutory earnings formula feeds this value. |
| Part Time Maternity Benefit | A non - recurring element to hold the part-time maternity benefit amount. The predefined statutory earnings formula feeds this value. |
| Part Time Maternity Benefit Uplift | A non - recurring element to hold the part-time maternity benefit uplift amount. The predefined statutory earnings formula feeds this value. |
| Part time Maternity Benefit Uplift Additional Bands | A non - recurring element to hold additional information to calculate the part-time maternity benefit uplift. The predefined statutory earnings formula feeds this value. |
| Partial Unemployment Benefit | A non - recurring element to hold the partial unemployment benefit amount. The predefined statutory earnings formula feeds this value. |
| Partial Unemployment Benefit Uplift | A non - recurring element to hold the partial unemployment benefit uplift amount. The predefined statutory earnings formula feeds this value. |
| Partial Unemployment Benefit Uplift Additional Bands | A non - recurring element to hold additional information to calculate the partial unemployment benefit uplift. The predefined statutory earnings formula feeds this value. |
| Pregnancy at Risk Benefit | A non - recurring element to hold the pregnancy at risk benefit amount. The predefined statutory earnings formula feeds this value. |
| Pregnancy at Risk Benefit Uplift | A non - recurring element to hold the pregnancy at risk benefit uplift amount. The predefined statutory earnings formula feeds this value. |
| Pregnancy at Risk Benefit Uplift Additional Bands | A non - recurring element to hold additional information to calculate the pregnancy at risk benefit uplift. The predefined statutory earnings formula feeds this value. |
| Sickness Benefit | A non - recurring element to hold the sickness benefit amount. The predefined statutory earnings formula feeds this value. |
| Sickness Benefit Uplift | A non - recurring element to hold the sickness benefit uplift amount. The predefined statutory earnings formula feeds this value. |
| Sickness Benefit Uplift Additional Bands | A non - recurring element to hold additional information to calculate the sickness benefit. The predefined statutory earnings formula feeds this value. |
| Element | Description |
|---|---|
| Adoption Earnings Adjustment | A non - recurring element to hold the adoption earnings adjustment amount. The statutory earnings adjustment formula feeds the value. |
| Maternity Earnings Adjustment | A non - recurring element to hold the maternity earnings adjustment amount. The statutory earnings adjustment formula feeds the value. |
| Part time Maternity Earnings Adjustment | A non - recurring element to hold the part-time maternity earnings adjustment amount. The statutory earnings adjustment formula feeds the value. |
| Partial Unemployment Earnings Adjustment | A non - recurring element to hold the partial unemployment earnings adjustment amount. The statutory earnings adjustment formula feeds the value. |
| Pregnancy at Risk Earnings Adjustment | A non - recurring element to hold the pregnancy at risk earnings adjustment amount.The statutory earnings adjustment formula feeds the value. |
| Sickness Earnings Adjustment | A non - recurring element to hold the sickness earnings adjustment amount. The statutory earnings adjustment formula feeds the value. |
| Element | Description |
|---|---|
| Meal Allowance | A non - recurring element attached to an assignment for processing meal allowances. |
| Mileage Allowance | A non - recurring element attached to an assignment for processing mileage allowances. |
| Transportation Allowance | A recurring element attached to an assignment for processing transportation allowances. |
| Other Partial Exempt Allowance Non Recurring | A non - recurring element attached to an assignment for processing the other partial exemptions that include tools and machinery. |
| Element | Description |
|---|---|
| Social Security | A recurring element attached to an assignment for social security processing. |
| IA and ID Social Security | A non - recurring element to hold the IA and ID social security deductions for an employee. The social security deductions formula feeds this value. |
| Non IA and Non ID Social Security | A non - recurring element to hold the non IA and ID social security deductions for an employee. The social security deductions formula feeds this value. |
| Non Structural Overtime Social Security | A non - recurring element to hold the non structural overtime social security deductions for an employee. The social security deductions formula feeds this value. |
| Structural Overtime Social Security | A non - recurring element to hold the structural overtime social security deductions for an employee. The social security deductions formula feeds this value. |
| Occupational Training Social Security | A non - recurring element to hold the occupational training social security deductions for an employee. The social security deductions formula feeds this value. |
| Wage Maintenance Fund Social Security | A non - recurring element to hold the wage maintenance fund social security deductions for an employee. The social security deductions formula feeds this value. |
| Social Security Days | A non - recurring element to hold the number of days contributed towards social security. |
| Social Security Hours | A non - recurring element to hold the number of hours contributed towards social security. |
| Element | Description |
|---|---|
| Employer Social Security | A non - recurring element to hold the social security deduction amount the employer contributes for an employee towards social security. |
| Element | Description |
|---|---|
| Natural Disaster Rebate | A non - recurring element to hold the natural disaster rebate amount. The social security deduction formula feeds the value. |
| Rebates and Reductions | A non - recurring element to hold the rebate and reduction amount. The social security deduction formula feeds the value. |
| Remote Training Hours Rebate | A non - recurring element to hold the rebate amount for employees undergoing remote training. The social security deduction formula feeds the value. |
| In Class Training Hours Rebate | A non - recurring element to hold the rebate amount for employees undergoing classroom training. The social security deduction formula feeds the value. |
| Contribution Exempt Rebate | A non - recurring element to hold the rebate amount. The social security deduction formula feeds the value. |
| Special Employment Center Rebate | A non - recurring element to hold the rebate amount for employees working in special employment center. The social security deduction formula feeds the value. |
| Temporary Disability Management Rebate | A non - recurring element to hold the temporary disability rebate amount. The social security deduction formula feeds the value. |
| Element | Description |
|---|---|
| Tax Withholding Rate | A recurring element attached to the employee's assignment to initiate the Tax Withholding Rate process. |
| TWR Deduction Information | A non - recurring element to hold the Tax Withholding Rate deduction information for reporting purpose. The Tax Withholding Rate formula feeds the value. |
| TWR Employee Ascendants Information | A non - recurring element to hold the Tax Withholding Rate employee ascendant information for reporting purpose. The Tax Withholding Rate formula feeds the value. |
| TWR Employee Descendants Information | A non - recurring element to hold the Tax Withholding Rate employee descendant information for reporting purpose. The Tax Withholding Rate formula feeds the value. |
| TWR Employee Information | A non - recurring element to hold the Tax Withholding Rate employee information for reporting purpose. The Tax Withholding Rate formula feeds the value. |
| Element | Description |
|---|---|
| Tax | A recurring element attached to the employee's assignment to initiate the tax process. |
| Regular Tax | A non - recurring element to hold the tax deduction information. The Tax formula feeds the value. |
| Benefits in Kind Tax Withheld | A non - recurring element to hold the Benefit in Kind tax deduction information. The Tax formula feeds the value. |
| Element | Description |
|---|---|
| Child Support | A recurring element to hold the child support information and linked to the assignment to initiate the court order processing. The predefined Child Support formula feeds the value. |
| Child Support Arrears | A non - recurring element to hold the child support arrears information and linked to the assignment to initiate the court order processing. The predefined Child Support formula feeds the value. |
| Child Support Arrears Payment | A non - recurring element to hold the child support arrears payment information and linked to the assignment to initiate the court order processing. The predefined Child Support formula feeds the value. |
| Other Court Order Deductions | A recurring element to hold the other court order deductions information and linked to the assignment to initiate the court order processing. The predefined Other Court Order Deductions formula feeds the value. |
| Other Court Order Deductions Arrears | A non - recurring element to hold the other court order deductions arrears information and linked to the assignment to initiate the court order processing. The predefined Other Court Order Deductions formula feeds the value. |
| Other Court Order Deductions Arrears Payment | A non - recurring element to hold the other court order deductions arrears payment information and linked to the assignment to initiate the court order processing. The predefined Other Court Order Deductions formula feeds the value. |
| Spouse Alimony | A recurring element to hold the spouse alimony information and linked to the assignment to initiate the court order processing. The predefined Spouse Alimony formula feeds the value. |
| Spouse Alimony Arrears | A recurring element to hold the spouse alimony arrears information and linked to the assignment to initiate the court order processing. The predefined Spouse Alimony formula feeds the value. |
| Spouse Alimony Arrears Payment | A non - recurring element to hold the spouse alimony arrears payment information and linked to the assignment to initiate the court order processing. The predefined Spouse Alimony formula feeds the value. |
| Element | Description |
|---|---|
| Advance Payment | A non - recurring element used to identify assignments to pay in advance. |
| Advance Indicator | A non - recurring element to identify advanced pay period. |
| Advance Clearup | A non - recurring element for post tax advancement clear up. |
| Element | Description |
|---|---|
| Retro IA and ID Social Security | A non - recurring element to hold backdated changes for IA and ID social security. |
| Retro Non IA and Non ID Social Security | A non - recurring element to hold backdated changes for non IA and ID social security. |
| Retro Non Structural Overtime Social Security | A non - recurring element to hold backdated changes for non structural overtime social security. |
| Retro Occupational Training Social Security | A non - recurring element to hold backdated changes for occupational training social security. |
| Retro Structural Overtime Social Security | A non - recurring element to hold backdated changes for structural overtime social security. |
| Retro Unemployment Social Security | A non - recurring element to hold backdated changes for unemployment social security. |
| Retro Wage Maintenance Fund Social Security | A non - recurring element to hold backdated changes for wage maintenance fund social security. |
| Retro Social Security Days | A non - recurring element to hold backdated changes for social security days. |
| Retro Social Security Hours | A non - recurring element to hold backdated changes for social security hours. |
| Element | Description |
|---|---|
| Retro Contribution Exempt Rebate | A non - recurring element to hold the backdated changes for contribution exempt rebate. |
| Retro Employee Social Security Arrears | A non - recurring element to hold the backdated changes for social security arrears. |
| Retro Employer Social Security | This is a non recurring element to hold backdated changes for employer contributions towards social security. |
| Retro In Class Training Hours Rebate | A non - recurring element to hold backdated changes for in-class training hours rebate. |
| Retro Natural Disaster Rebate | A non - recurring element to hold backdated changes for natural disaster rebate. |
| Retro Rebates and Reductions | A non - recurring element to hold backdated changes for rebates and reductions. |
| Retro Remote Training Hours Rebate | A non - recurring element to hold backdated changes for remote training hours rebate. |
| Retro Social Security Days | A non - recurring element to hold backdated changes for social security days. |
| Retro Social Security Hours | A non - recurring element to hold backdated changes for social security hours. |
| Retro Special Employment Center Rebate | A non - recurring element to hold backdated changes for special employment center rebate. |
| Retro Temporary Disability Management Rebate | A non - recurring element to hold backdated changes for temporary disability management rebate. |
| Element | Description |
|---|---|
| Retro Adoption Benefit | A non - recurring element to hold the backdated changes for adoption benefit amount. |
| Retro Adoption Benefit Uplift | A non - recurring element to hold the backdated changes for adoption benefit uplift amount. |
| Retro Adoption Benefit Uplift Additional Bands | A non - recurring element to hold the backdated changes for any additional adoption benefit uplift amount. |
| Retro Maternity Benefit | A non - recurring element to hold the backdated changes for maternity benefit amount. |
| Retro Maternity Benefit Uplift | A non - recurring element to hold the backdated changes for maternity benefit uplift amount. |
| Retro Maternity Benefit Uplift Additional Bands | A non - recurring element to hold the backdated changes for any additional maternity benefit uplift amount. |
| Retro Part Time Maternity Benefit | A non - recurring element to hold the backdated changes for part maternity benefit amount. |
| Retro Part Time Maternity Benefit Uplift | A non - recurring element to hold the backdated changes for part maternity benefit uplift amount. |
| Retro Part time Maternity Benefit Uplift Additional Bands | A non - recurring element to hold the backdated changes for any additional part maternity benefit uplift amount. |
| Retro Partial Unemployment Benefit | A non - recurring element to hold the backdated changes for partial unemployment benefit amount. |
| Retro Partial Unemployment Benefit Uplift | A non - recurring element to hold the backdated changes for partial unemployment benefit uplift amount. |
| Retro Partial Unemployment Benefit Uplift Additional Bands | A non - recurring element to hold the backdated changes for any additional partial unemployment benefit uplift amount. |
| Retro Pregnancy at Risk Benefit | A non - recurring element to hold the backdated changes for pregnancy at risk benefit amount. |
| Retro Pregnancy at Risk Benefit Uplift | A non - recurring element to hold the backdated changes for pregnancy at risk benefit uplift amount. |
| Retro Pregnancy at Risk Benefit Uplift Additional Bands | A non - recurring element to hold the backdated changes for any additional pregnancy at risk benefit uplift amount . |
| Retro Sickness Benefit | A non - recurring element to hold the backdated changes for sickness benefit amount. |
| Retro Sickness Benefit Uplift | A non - recurring element to hold the backdated changes for sickness benefit uplift amount. |
| Retro Sickness Benefit Uplift Additional Bands | A non - recurring element to hold the backdated changes for any additional sickness benefit uplift amount. |
| Element | Description |
|---|---|
| Retro Adoption Earnings Adjustment | A non - recurring element to hold the backdated changes for adoption earnings adjustment amount. The statutory earnings adjustment formula feeds the value. |
| Retro Maternity Earnings Adjustment | A non - recurring element to hold the backdated changes for maternity earnings adjustment amount. The statutory earnings adjustment formula feeds the value. |
| Retro Part time Maternity Adjustment | A non - recurring element to hold the backdated changes for part time maternity earnings adjustment amount. The statutory earnings adjustment formula feeds the value. |
| Retro Partial Unemployment Earnings Adjustment | A non - recurring element to hold the backdated changes for partial unemployment earnings adjustment amount. The statutory earnings adjustment formula feeds the value. |
| Retro Pregnancy at Risk Earnings Adjustment | A non - recurring element to hold the backdated changes for pregnancy at risk earnings adjustment amount. The statutory earnings adjustment formula feeds the value. |
| Retro Sickness Earnings Adjustment | A non - recurring element to hold the backdated changes for sickness earnings adjustment amount. The statutory earnings adjustment formula feeds the value. |
| Element | Description |
|---|---|
| Retro Contribution Increment | A non - recurring element to hold the backdated changes for contribution exempt amount. |
| Retro Employee Social Security Arrears | A non - recurring element to hold the backdated changes for social security arrears amount. |
| Retro Employer Social Security | A non - recurring element to hold the backdated changes for social security amount. |
The survey of classifications identifies:
The processing priority range, default priority, and cost type for each classification
A list of the predefined secondary classifications within each primary classification
Primary element classifications are supplied as startup data, and you cannot delete or update them as they are designed to meet legislative requirements.
| Element | Classification |
|---|---|
| Balance Initialization | Use Balance Initialization elements specifically for the loading of initial values into balances. You would mainly use these elements when transferring data from another payroll system. |
| Information | Information elements store information that is not directly used by payroll processing. The information may be used by other elements or by Fast Formulas. |
| Direct Payment | Direct Payment elements are for expenses or loans made through the payroll that are not subject to tax. They are not included in gross or net pay balances. |
| Earnings | Earnings elements represent most payments made to an employee. These payments are usually subject to tax deductions and are normally processed in the regular payroll run each period. |
| Statutory Earnings | Earnings elements represent the earnings set by law are normally processed in the regular payroll run each period, such as Maternity Benefit, Sickness Benefit. |
| Earnings Adjustment | Earnings Adjustment elements store the adjusted amount deducted from an employee's earnings. |
| Partially Exempt Earnings | Partially Exempt Earnings represent the earnings that are partially exempt from tax and social security earnings such as Meal Allowance and Transportation Allowance. |
| Employer Charges | Employer Charges element represent the payments the employer makes on behalf of the employee. |
| Pensions | Pension elements represent employee contributions to the pension scheme. |
| Social Security | Social Security elements classification holds the social security deductions amount such as the IA/ID deductions. |
| Tax | Tax elements classification represent the tax withheld amount such as the Regular Tax and Benefit in Kind. |
| Court Orders | Court Orders elements represent deductions from employee earnings under orders from courts. |
| Voluntary Deductions | Voluntary Deductions elements are for deductions, such as union dues, that the employee authorizes the employer to make voluntarily on their behalf after tax. |
| Advance Earnings | Advance Earnings elements represent the payments in advance. |
The following table shows the default processing priority and costing details for the primary classifications supplied.
| Classification | Priority Range | Default Priority | Cost Type |
|---|---|---|---|
| Information | 1 - 1000 | 500 | Debit |
| Direct Payment | 1001 - 1500 | 1250 | Debit |
| Earnings | 1501 - 2500 | 2000 | Debit |
| Statutory Earnings | 2501 - 3000 | 2750 | Debit |
| Earnings Adjustment | 3001 - 3500 | 3250 | Debit |
| Partially Exempt Earnings | 3501 - 4000 | 3750 | Debit |
| Employer Charges | 4001 - 5000 | 4500 | Debit |
| Pensions | 5001 - 5500 | 5250 | Credit |
| Social Security | 5501 - 6000 | 5750 | Credit |
| Tax | 6001 - 6500 | 6250 | Credit |
| Court Orders | 6501 - 7000 | 6750 | Credit |
| Voluntary Deductions | 7001 - 8000 | 7500 | Credit |
| Advance Earnings | 10000 - 11000 | 10500 | Credit |
This table shows the predefined secondary classifications supplied. You cannot update or delete these predefined classifications.
An element is automatically given any default secondary classifications defined for its primary classification.
| Primary Classification | Secondary Classification | Default |
|---|---|---|
| Information | Attachable Earnings Adjustment : Information | No |
| Information | IA and ID Earnings Adjustment : Information | No |
| Information | IA and ID Social Security : Information | No |
| Information | Non IA and Non ID Earnings Adjustment : Information | No |
| Information | Non IA and Non ID Social Security : Information | No |
| Information | Pensionable Earnings Adjustment : Information | No |
| Information | Retro Attachable Earnings Adjustment : Information | No |
| Information | Retro IA and ID Earnings Adjustment : Information | No |
| Information | Retro IA and ID Social Security : Information | No |
| Information | Retro Non IA and Non ID Earnings Adj : Information | No |
| Information | Retro Non IA and Non ID Social Security : Information | No |
| Information | Retro Pensionable Earnings Adjustment : Information | No |
| Information | Retro Taxable Earnings Adj Current Year : Information | No |
| Information | Retro Taxable Earnings Adj Previous Year : Information | No |
| Information | Taxable Earnings Adjustment : Information | No |
| Primary Classification | Secondary Classification | Default |
|---|---|---|
| Earnings | Attachable Earnings : Earnings | Yes |
| Earnings | Attachable Earnings Adjustment : Earnings | Yes |
| Earnings | Benefit Uplift Base : Earnings | Yes |
| Earnings | Complementary Hours : Earnings | No |
| Earnings | Earnings Adjustment Base : Earnings | Yes |
| Earnings | Extra-pay : Earnings | No |
| Earnings | Extra-pay Base : Earnings | No |
| Earnings | IA and ID Earnings Adjustment : Earnings | Yes |
| Earnings | IA and ID Social Security : Earnings | Yes |
| Earnings | Irregular Earnings : Earnings | No |
| Earnings | Non IA and Non ID Earnings Adjustment : Earnings | Yes |
| Earnings | Non IA and Non ID Social Security : Earnings | Yes |
| Earnings | Non-Structural Overtime : Earnings | No |
| Earnings | Partial Social Security Exemption : Earnings | No |
| Earnings | Partial Tax Exemption : Earnings | No |
| Earnings | Pensionable Earnings : Earnings | No |
| Earnings | Pensionable Earnings Adjustment : Earnings | No |
| Earnings | Retro Attachable Earnings Adjustment : Earnings | No |
| Earnings | Retro IA and ID Earnings Adjustment : Earnings | No |
| Earnings | Retro IA and ID Social Security : Earnings | No |
| Earnings | Retro Non IA and Non ID Earnings Adjustment : Earnings | No |
| Earnings | Retro Non IA and Non ID Social Security : Earnings | No |
| Earnings | Retro Non Structural Overtime : Earnings | No |
| Earnings | Retro Pensionable Earnings Adjustment : Earnings | No |
| Earnings | Retro Structural Overtime : Earnings | No |
| Earnings | Retro Tax Current Year : Earnings | No |
| Earnings | Retro Tax Previous Year: Earnings | No |
| Earnings | Retro Taxable Earnings Adj Current Year : Earnings | No |
| Earnings | Retro Taxable Earnings Adj Previous Year : Earnings | No |
| Earnings | Structural Overtime : Earnings | No |
| Earnings | Taxable : Earnings | Yes |
| Earnings | Taxable Earnings Adjustment : Earnings | Yes |
The following is the list of Earnings Adjustment:
| Primary Classification | Secondary Classification | Default |
|---|---|---|
| Earnings Adjustment | Attachable Earnings : Earnings Adjustment | Yes |
| Earnings Adjustment | IA and ID Social Security : Earnings Adjustment | Yes |
| Earnings Adjustment | Non IA and Non ID : Earnings Adjustment | Yes |
| Earnings Adjustment | Pensionable Earnings : Earnings Adjustment | No |
| Earnings Adjustment | Retro IA and ID Social Security : Earnings Adjustment | No |
| Earnings Adjustment | Retro Non IA and Non ID Social Security : Earnings Adj | No |
| Earnings Adjustment | Retro Tax Current Year : Earnings Adjustment | No |
| Earnings Adjustment | Retro Tax Previous Year : Earnings Adjustment | No |
| Earnings Adjustment | Taxable : Earnings Adjustment | Yes |
Use the Element window to create an element to represent compensation and benefit types or earnings and deductions.
This procedure describes how to define elements using a Payroll responsibility (that is, a responsibility with the HR User Type profile option set to Payroll User or HR with Payroll User). If you are an HR-only user, you will not see certain fields relating to element processing information. You can just ignore the steps that apply to these fields.
Note: Depending on your localization and the types of element you want to create, you may not need to start from scratch in the Element window. Check which earnings and deductions are available in the template library in the Configuration Workbench. If these template elements do not meet your requirements, you may be able to generate earnings and deductions using Earnings and Deductions windows or the Element Design Wizard. You can use the Element window to further configure template elements and generated elements.
For the United States and Canada, see: Earnings and Other Payments Overview, Oracle HRMS Compensation and Benefits Management Guide and Deductions Overview, Oracle HRMS Compensation and Benefits Management Guide
For Mexico, see: Element Design Wizard, Oracle HRMS Compensation and Benefits Management Guide
For UAE, see: Element Design Wizard, Oracle HRMS Compensation and Benefits Management Guide
For Norway: For each element, you must enter the End of Year codes using the list of values provided in the Further Information field.
To enter dates, names, and a classification for the element
Set your effective date early enough to handle any historical element entries you want to make. Note that an element cannot be linked or entered until its start date.
Enter a unique:
Name
Reporting name
Start the names with a letter of the alphabet (not a number or symbol). The reporting name is a short identifier for reports and pay advices.
Enter a description for the element.
Select a Primary Classification.
This controls an element's processing priority and the balances it feeds. If you are defining a salary element for Salary Administration, you must select the classification Earnings.
To enter processing information for the element
Select the processing type. Select Recurring if an entry of this element applies in every period until the entry is ended, or Nonrecurring if an entry applies in one pay period only. The dates of the pay period are determined by the payroll to which the employee is assigned.
Note: If you are defining a salary element for salary administration, you must select the type Recurring. If you are defining a net-to-gross element you must select the type Nonrecurring.
Select a termination rule to determine how entries of the element are processed after termination of the employee:
Note: UK only: Always select Actual Termination for UK proration.
Actual Termination if you want recurring entries to close down on the date the employee leaves. For a nonrecurring element, select Actual Termination if you want the entries to close down at the end of the pay period in which the employee leaves, or on the date the assignment ends (the final process date) if this is earlier.
Final Close if you want the entries to stay open beyond the employee's leaving date so that you can continue to pay the employee.
If you are a Payroll user, you can also select:
Last Standard Process for all recurring and nonrecurring elements if you want their entries to close down on the Last Standard Process date or on the date the assignment ends (the final process date) if this is earlier. The Last Standard Process date defaults to the last day of the pay period in which the employee is terminated, but you can set it to a later period when you terminate an employee.
Select the Multiple Entries Allowed check box if you want to give an employee more than one entry of the element at the same time. If you are creating a net-to-gross element, you must select Multiple Entries Allowed.
Select the Additional Entries Allowed check box if you want to make occasional one-time entries of a recurring element (instead of, or in addition to, a normal recurring entry).
US and Canada only: The Additional Entry Allowed rule is not applicable for US and Canadian installations.
Select the Closed for Entry check box if you want to prevent any new entries being made for the element, either temporarily or permanently. This does not affect any existing entries of the element.
Important: Use this feature with caution. When you perform certain important tasks in Oracle HRMS, the application may automatically create or delete element entries. These tasks include hiring and terminating people, and updating assignments. Therefore, if you check Closed for Entry on an element, this might prevent users terminating employees and updating assignments. If there are standard links for the element, it will also prevent users hiring people who are eligible for the element.
Select the Process in Run check box if you want the element to process in payroll runs.
Select the Once Each Period check box to ensure that only the first payroll run of each period processes entries of this element.
Note: If this check box is not available for your localization, you can select a ONCE_EACH_PERIOD skip rule for the element instead.
Select the Indirect Results check box if you want the element only to accept entries from indirect formula results. Leave the check box unchecked if you want to accept entries both from indirect formula results and from manual entries in the Element Entries window.
Select the Adjustment Only check box if you want to use the element only for creating balance adjustments.
Select the Third Party Payments check box if you want to use the element only for creating third party payments.
Overwrite the default priority number in the Priority field if you want to determine the order in which the element processes within its classification range. Lower numbers process before higher ones.
If the order of processing within the element classification is not important, you can accept the default priority number, which is the midpoint of the range.
Select a formula in the Skip Rule field if you have written a skip rule formula to determine the circumstances in which the element should be processed.
UK only: If you are using different run types, select the ONCE_EACH_PERIOD skip rule for all earnings, to ensure they are not processed by each child run type.
The default currency for element entry values is the currency defined for the Business Group. You can select a different currency for the element if required.
Oracle Payroll users only: Use the Advanced tab to enter further processing information if you are defining:
An earnings type, such as a bonus, that is to be taxed separately from the normal payroll run. The element can also be paid separately.
An earnings type that requires a net-to-gross calculation. For example, this applies to bonus payments that are a fixed net amount. Oracle Payroll calculates the gross amount needed to meet the net pay.
UK: A pre-tax deduction that you want to reduce if there is insufficient pay to cover the deduction along with taxes and court orders. This requires iterative processing.
Note: The Advanced tab may not be available for some localizations.
To define an element as a separate payment
On the Advanced tab, select the Separate Payment check box.
The Process Separate box is checked automatically.
UK users: Do not select this check box. This functionality is not currently available for UK Payroll.
To define an element to process separately
On the Advanced tab, select the Process Separate check box.
To define an element for net-to-gross calculation
On the Advanced tab, select the Gross Up check box.
The Iterative Flag and Process Separate boxes are checked automatically.
Select DEFAULT_GROSSUP in the Iterative Formula field. This formula controls the iterative calculation of the pay value, adjusting an input value as necessary to get a result that is defined to be close enough to the required net payment.
Note: After saving your element, choose the Iterative Rules button to specify how to use the formula results. Also choose the Exclude Balances button to select which balances are grossed up for the element (meaning that these deductions are paid by the employer).
Optionally, enter a value in the Iterative Priority field to determine the sequence in which elements are adjusted during iterative calculations. Elements with lower iterative priority values are adjusted first.
Select the Separate Payment box if you want the payment to be made separately from the regular payment. UK Payroll, Irish Payroll: Do not select this check box.
Save your work.
To set up iterative processing for a pre-tax deduction (UK)
Check the Iterative Flag box.
Select PQP_GB_ITERATIVE_ARREARAGE in the Iterative Formula field.
Enter an Iterative Priority number in the range 1 to 1500. The element with the lowest iterative priority number is reduced first. If this deduction is reduced to zero and net pay is still insufficient to cover taxes and court orders, the element with the next lowest priority number is reduced, and so on.
Important: Iterative priority numbers must be in the reverse sequence of the processing priority numbers. This means that the element that is processed first is reduced last.
Choose Iterative Rules, and select the L_stopper rule.
Oracle Payroll Users only except Ireland. If Advance Pay by Element is enabled in your legislation, use the Advance Pay tab to:
Indicate that an element may be processed as an Advance Pay element
Establish the processing conditions for your Advance Pay element.
To define an element as an Advance Pay element
On the Advance Pay tab, check the Mark as an Advance Pay Indicator check box.
This marks the element as an Advance Pay indicator. This means that when you run the Advance Pay by Element process, it will identify this that this element can be potentially processed as an Advance Pay element according to the processing conditions that you define.
To set the processing conditions for an Advance Pay element
On the Advance Pay tab:
Check the Include as an Advance Element check box if you want to process this element as an Advance Pay element.
If you want to specify a separate Advance Pay element, select this element from the list of available elements in Use Advance Element. If you leave Use Advance Element blank and do not specify an element, then you do not select a separate advance pay element. You can still process advance payments, but all the entries are held within your current earnings element rather than reported separately in an advance pay element.
Check the Deduct Advance Amount check box if you want to show the deduction for the advance in the current payroll period. Every advance payment has a deduction associated with it to bring the overall payroll amounts back into balance. You can use this check box to control the point at which the deduction should be applied.
If you want to specify a separate Deduction element, select this element from the list of available elements in Use Deduction Element. If you leave Use Deduction Element blank and do not specify an element, then you do not create a separate deduction element. You can still process deductions for advance payments, but all the entries are held within your current earnings elements rather than reported separately in a deduction element.
Note that when you create either an Advance Pay element, or a Deductions element, you must ensure that it exists for the same period of time as the underlying earnings element, and that the input values match those on the underlying element.
Check the Process Advance Entry in Run check box if you want to include this element in a payroll run, If you do not check this box, then the element does not process in a payroll run and is reported as information in your Statement of Earnings report.
For prerequisite steps to set up continuous calculation, see: Setting Up Continuous Calculation, Oracle HRMS Payroll Processing Management Guide
To set up an element for continuous calculation
Choose the Recalculation tab and select a RetroPay element. This is an event group that defines the events that trigger proration for this element.
In some localizations, Oracle Payroll can calculate proportionate earnings amounts whenever payroll-relevant data changes during a payroll period. The Payroll Earnings and Deductions section describes the full setup steps for the relevant localizations. To enable proration for an element, choose the Proration tab.
To set up an element for proration
Choose the Proration tab and select a proration group. This is an event group that defines the events that trigger proration for this element.
Optionally, select a proration formula. Alternatively you can edit the element's payroll formula to handle proration.
Enter the Further Information field if:
Your Oracle localization team has set up additional fields for element definition
You are in the UK, and you use Oracle SSP/SMP
French Payroll
Select a group, which is the name by which this element, and the others in the group, appears as one line on the pay advice.
On the pay advice, most earnings and deductions are shown as a base, a rate, and an amount. Select the base unit if you want this displayed on the pay advice.
South African Payroll
Enter a clearance number for Statutory Information and Deduction elements, if applicable. This number appears on the tax certificate.
Kuwait Payroll
Select a deduction type for the Deductions elements. This information is used by the PIFSS report.
New Zealand Payroll:
If you want to display custom elements with the classification of Employer Charges in the Online Payslip, SOE form, and Statement of Earnings under Employer Superannuation Contribution section, select Yes in the Super Section Display field.
Choose Input Values to define input values for the element
See: Defining an Element's Input Values
Choose Balance Feeds to select balances you want this element to feed
See: Creating Balance Feeds for Individual Elements, Oracle HRMS Compensation and Benefits Management Guide
Click Balance Feed Control to add or remove secondary element classifications for this element.
Mexico only: Click this button to attach sub-classifications to your element.
See: Creating Classes of Balance Feeds, Oracle HRMS Compensation and Benefits Management Guide
Choose Frequency Rules to enter frequency rules to determine when the element should be processed.
See: Defining Frequency Rules, Oracle HRMS Compensation and Benefits Management Guide
For a net-to-gross element, choose Exclude Balances to select the deductions to be paid by the employer.
For a net-to-gross element, or any other element that is processed iteratively, choose Iterative Rules to specify how to use the Iterative Formula results.
Choose the Extra Information button to enter extra attribution for the element. You can link as much attribution as you need to an element.
Note: You can only access Extra Information types if your system administrator has set them up for your responsibility.
If Payslip Modeling feature has been enabled for your localization, you can specify whether to enable the element for payslip modeling. If you select No, the elements will not be available for the users during payslip modeling process.
If Payslip Modeler has been enabled, then you can specify whether to enable the element for payslip modeling. If you select No, the element will not be available for the users during payslip modeling process.
To enable an element to be available for payslip modeling, query the element and select Yes in the Enable Simulation field in the Element Extra Information window. You can select input values of this element which are to be made available for simulation. Only user enterable input values are available for Payslip modeling. Ensure to select all mandatory input values to be made available for simulation, if the element is available for simulation.
If the Multiple Entries checkbox is enabled for an element, then you cannot use this element for payslip modeling. Instead, create a copy of the base element, enter input values, attach the appropriate formulas and balances as the base element and then use this element for payslip modeling. Ensure that this new element is not used for payroll run.
Note: Please note that there is a restriction for predefined elements being used for payslip modeling. For predefined elements, if you setup the details in one business group, then these details will be accessible to other business groups. For example, for predefined element Regular Salary element, if you want to enable Input Value A for one Business Group and Input Value B for another Business group, then this is not possible. This limitation occurs for predefined elements applicable to all localizations. Therefore, if there are multiple business groups, then you must define a single structure for the predefined elements. If there are custom elements, then the custom elements are accessible only for that business group.
To exclude the element from a run type
Choose the Usages button if you want to exclude this element from a run type, or combination of run types.
Select the run type or combination of run types from which you want to exclude this element.
Note: For Norway: You must select the Employer Contributions run type to exclude the elements.
Select the effective dates for your exclusions.
Save your work.
Use the Input Values window to define the input values for the element. You can define up to 15 input values for an element.
Depending on the type of element you have defined, Oracle HRMS may have applied one or more default input values.
North America users: All elements must have the default Jurisdiction input value.
Norway users: All elements that feed the Holiday Pay Base classification must have the Tax Municipality input value. This input value must have the HR_NO_TAX_MUNICIPALITY valueset attached to it.
Payroll users: If you are creating balance feeds for individual elements, ensure you define an input value of the same unit of measure as the balance. Money units must be the same currency.
You can add new input values to a saved element only if you have not entered the element for any employees. To add an input value, you must set your effective date to the element's start date.
To define input values
Set your effective date early enough to handle any historical element entries you want to make.
Enter or query the element in the Element or Element Link window and choose the Input Values button.
Enter the name of the first input value. Remember that if you want to define a pay value to hold run results, you must name it Pay Value.
Select the unit type of your input value (money, hours, character, date, number, or time). A Pay Value must have the unit type Money if the element is in a Payments type classification.
You can enter numbers in the Sequence field to change the order in which the input values appear in the Entry Values window.
Check the Required check box if all entries of the element must have a value for this input.
Note: When you have saved an input value, you cannot change it to be Required. If you have saved it as Not Required by mistake (or you have generated an element that has an input value you want to make required), delete the input value and re-enter it with the correct values. If you are re-entering a generated input value, be careful to enter exactly the same name. You cannot delete the input value if you have made any entries of the element for employees.
Check the User Enterable check box if users can enter a value for this input. Uncheck it if you want to ensure that the default value is entered for all employees.
Check the Database Item check box if you want the value to be available to formulas or QuickPaint inquiries.
Database Items are simple identifiers that the system uses to find specific items of information in the human resources database. Any spaces in the input value name are converted to underscores in the Database Item name.
If you enter defaults at the element link level, these override the defaults at element level. If you update an element-level default, remember to check the values on the element links too.
To enter a default for an input value
Enter the value in the Default field.
If you want existing entries to be updated whenever the default is changed, check the Hot Default check box. The input value must be required if you want to use this option.
A hot default appears in the Entry Values window in quotation marks.
Important: If a user overrides a hot default in the Entry Values window, subsequent changes to the default will not affect the entry. For this reason, you may prefer to use BEE to change defaults for large groups of employees, rather than the hot default feature.
To enter validation for an input value
Do one of the following:
Select Warning or Error to determine whether the system warns users that an entry is invalid or prevents them from saving an invalid entry. You cannot select a value if you chose a Lookup because a user cannot enter an invalid value for an input value validated by lookup.
Use the Element Link window to define groups of assignments that are eligible for an element.
Note: When you define a link for a benefit or for an entitlement item in a collective agreement, do not select any eligibility criteria. Instead use participation eligibility profiles to restrict eligibility for the benefit or entitlement item.
Note: When querying data the Element Link window returns values for Payroll, Location and Position and Organizations, irrespective of the security profile restrictions set, enabling you to view the links already created. You cannot create links for data outside your security profile.
To define an element link
Set your effective date to the date you want the eligibility criteria to come into effect.
In the Element Name field, select the Element for which you are defining a link.
Check the Standard check box if you want all employees who are made eligible by the link to receive the element automatically.
You can only create a standard link if the element is recurring and multiple entries are not allowed by the element definition.
In the Eligibility Criteria region, select the assignment components that constitute this eligibility rule. If you want to link to all employees, do not enter any eligibility criteria.
You can link to all payrolls or to a specific payroll. Do one of the following:
Leave the Payroll field blank and check the Link to all Payrolls check box if you want employees assigned to any payroll to be eligible. This rule excludes employees who are not assigned to a payroll.
Select the name of a specific payroll if you want only employees on that payroll to be eligible for the element. Do not check the Link to all Payrolls check box.
Leave both fields blank if assignment to a payroll is irrelevant to eligibility for the element.
To enter costing information for the link
Select the Costable Type. The default is Not Costed, meaning that the system maintains no costing information for the element.
To allow entry of costing information at all levels, including the assignment and element entry levels, select Costed This is the appropriate selection for most elements representing earnings types.
If you do not need to cost the element at organization and assignment levels, select Fixed Costed. This is appropriate for some deductions, which are irrelevant to labor distribution analyses.
If you want to distribute overhead costs (such as employer contributions to a pension plan) over other elements, select Distributed.Then select a Distribution Set.
Note: Some element classifications for your legislation may be predefined as Not Costed and you cannot override this.
Check the Transfer to GL check box if the payroll run results from this link should be transferred to the general ledger.
Use the Costing field to select a GL account code and, if present, account codes of labor distribution or other systems in which to collect the run results of this element. Then use the Balancing field to select the GL account that balances this one.
For deductions elements:
Select the code for the GL account to credit in the Costing field, and the code for the account to debit in the Balancing field.
For elements in all other classifications:
Select the code for the GL account code to debit in the Costing field, and the code for the account to credit in the Balancing field.
Note: Depending on your set up of the Cost Allocation flexfield, the Balancing field may not be enabled.
You can use a batch process to create multiple links more efficiently than creating each link individually.
To create element links in a batch operation
Check the Create in Batch Mode check box to specify that you want to defer creation of this element link until later when you run the Generate Element Links process. Alternatively, leave the box unchecked if you want to create this element link immediately.
View the Link Status to confirm the status of your link:
Unprocessed - you have selected this element link for creation as part of a batch, but the Generate Element Links process has not started yet.
Processing - the Generate Element Links process is now attempting to create this link.
Complete - the Generate Element Links process has completed, and you have successfully created this element link.
Incomplete - the Generate Element Links process has completed, but this element link was not included in the processing and you have not yet created the element link. Correct the link definition before rerunning the Generate Element Links process.
Error - the Generate Element Links process failed to complete, and you have not yet created the element link. Correct the link definition before rerunning the Generate Element Links process.
Run the Generate Element Links process to complete the creation of those links that you selected for batch processing.
See Generating Element Links, Oracle HRMS Compensation and Benefits Management Guide
To enter qualifying conditions for the link
Go to the Qualifying Conditions region. Here you can add or change age or length of service requirements for this particular eligibility rule.
The system checks these conditions when you make an entry of the element. If the employee does not meet the qualifying conditions, you receive a warning.
To adjust input values for the link
Save your link definition and choose the Input Values button to display the Link Input Values window.
Use this window to:
Enter a new default or change one entered at the element level
Check the Costed box to maintain costing information for an input value.
Change the maximum, minimum or both for an input value. Logically, the new values should be within the range you defined for the element as a whole. However the system does not enforce this.
You enter compensation and basic benefits for employee assignments in the Element Entries window. If employees are assigned to a salary basis, you enter their salaries in the Salary page.
You can use the Element Entries window to make entries or to query existing entries. Use the Period field, Classification field, and Processing Types option buttons to restrict the entries you see when making inquiries.
Several Oracle HRMS features, such as Absence Management, RetroPay, and Salary Administration, create element entries automatically. You cannot update these element entries on the Element Entries window. You must update the source record (such as the absence or salary record) to change the element entry.
The Processed check box shows if Oracle Payroll has processed the entry in the current pay period. Notice that you can change an entry that has been processed. This enables you to correct entries for retropay processing. Changing the entry does not alter the payroll run results so you can consult these for a complete record of payroll processing and payments.
See: Setting Up RetroPay, Oracle HRMS Payroll Processing Management Guide
Note: Your system administrator might have restricted the elements you can enter in this window by element set, classification or processing type.
To enter an element for an employee assignment
If necessary, change your effective date to:
The correct start date for a recurring element entry
Any date in the correct pay period for a nonrecurring element entry
If the pay period is closed at your effective date, you cannot enter any nonrecurring elements that process in payroll runs. If a current or future pay period is closed, you cannot enter any recurring elements that process in payroll runs.
To reduce the list of elements to choose from, select a classification, a processing type, or both in the first region.
In the Element Name field, select an element.
Note: Elements this employee is eligible for by means of a standard link appear automatically.
The system displays a warning message if the employee fails to meet any qualifying conditions of age or length of service.
If the Costing field is enterable, you can enter cost codes, for example to indicate the cost center the employee's time should be charged to.
You can select a reason for an element entry you make or update. As part of your system setup, you can enter valid reasons for the Lookup Type ELE_ENTRY_REASON.
You can check the Override check box to create an entry that overrides all other entries of this element in the current period. You cannot create an override entry if one already exists, or if any of the entries of this element have been adjusted.
If you want to create a one-time entry of a recurring element, check the Additional check box.
An Additional entry is valid only for the current pay period, shown in the Effective Dates fields.
You can only check Additional if:
The element definition allows additional entries, and
An additional entry does not already exist for the assignment in this period, and
The employee is assigned to a payroll
There is a payroll period defined at your effective date
Choose the Entry Values button to open the Entry Values window.
Enter values in the Entry Values fields. Notice that:
Entry to some fields may not be permitted.
Some fields may be required.
Some fields may have a list of values; others may be validated as you leave the field. You will receive a message if your entry is not a valid value.
Some fields may contain default values. If the default value is in quotation marks, it is a "hot default".
Important: You should consider carefully before overriding a hot default. If you override it, then any subsequent changes to the default value on the element or element link definition will notaffect the element entry. However, you can clear your entry if you want the default value to come back into effect.
For Kuwait users only: To enter information about the elements with deduction classification, click on Further Entry Information and enter the following:
Reference number, which is the sequence number used while setting up the deduction type
Authority for the deduction account
Select the type of deduction
Total deduction amount for the element
Start and end date for the deduction. The deduction process depends on the start and end dates that you select for the element. Oracle HRMS uses these dates for reporting purpose.
For a non-recurring element, optionally select a date within the current payroll period in the Date Earned field. The entry will not be processed until this date (that is, the Date Earned of the Payroll Run must be on or after this date).
To enter information about a third party recipient of a payment resulting from a deduction element, use the Payee Details field. Select the name of the third party payment method set up for this payment.
To determine the processing sequence of multiple entries in the payroll run, enter a subpriority number in the Processing Priority field. Lower priority numbers process first.
Note: The Processing Priority field is not available to HR-only users. For more information on user types and the HR:User Type profile option, see: User Profiles, Oracle HRMS Configuring, Reporting, and System Administration Guide.
Save your work.
Oracle HRMS provides a convenient way to maintain information about the various absence types your enterprise recognizes. To facilitate reporting and analysis of employee absences, you can distinguish between absence types and absence categories. An absence category is a group of related absence types.
Some absence categories may be predefined for your legislation. The table below contains examples of absence categories and types, for illustration purposes only. You can extend the list of predefined categories and define your own absence types, as required.
Example Absence Categories and Types:
| Absence Category | Absence Type |
|---|---|
| Medical Leave | Illness or Injury |
| Work-related Injury | |
| Work-related Illness | |
| Medical Appointment | |
| Family Leave | Paid Maternity/Paternity |
| Unpaid Maternity/Paternity | |
| Dependent Care | |
| Personal Leave | Compassionate Leave |
| Personal Business | |
| Professional Leave | Certification Classes |
| Meeting Attendance |
Also, to assist with absence reporting and analysis, you can provide reasons to select from when recording employees' time taken for an absence type. For example, if you need information to analyze the particular family-related responsibilities that cause employees to miss work, you can define reasons for absence types as follows:
Example Absence Category, Types and Reasons:
| Absence Category | Absence Type | Absence Reasons |
|---|---|---|
| Family Leave | Paid Maternity/Paternity | Birth of a child |
| Adoption of a child | ||
| Dependent Care | Child Care | |
| Elder Care | ||
| Disabled Care |
Setting up each absence type is essentially a two-step process. One step involves defining the type, that is, entering its name, and optionally selecting a category and reasons for it. The other step involves defining an element to associate with the type. This element serves two important purposes:
It provides a way to maintain a running total of time taken for the absence type. The Absence Detail window shows the running total of absences with an end date before the effective date, and with an absence duration on record. Each absence can add to, or subtract from, the running total, depending on how you define the absence type.
It provides a way to restrict employee eligibility for the absence type. The links you build for the element establish which employees are eligible to use the type.
For example, if the absence type compassionate leave is available only to full time employees, you link its element to the assignment category Full Time.
To hold a single running total of time taken for two or more absence types, you associate all the types with the same absence element. For example, your absence category Personal Leave may include two absence types you need for certain reporting purposes, Compassionate Leave and Personal Business. However, you require just one running total to be kept of employees' time taken for both types of personal leave. In this case you simply associate both absence types with the same absence element.
Note: If you want to use absence types without recording accrued totals or eligibility rules, you can define the type with no associated element.
Use the following steps to set up absence management.
If you want to associate recurring elements with absence types, you must set up proration and retro notifications. This ensures that absences that end in the middle of a payroll period are detected and processed by the payroll run, and that retrospective changes to absences are recorded in the Retro Notifications report.
Note: Proration is available to Oracle Payroll users in selected localizations only.
To set up proration and retro notifications, you must:
Find all the dynamically generated triggers for the table PAY_ELEMENT_ENTRIES_F in the Dynamic Trigger Definition window. (You must deselect the Insert triggering action so that all the triggers are returned by the Find.) Make sure the Generated and Enabled check boxes are checked for all the continuous calculation triggers.
Query the Incident Register functional area in the Functional Area Maintenance window, and enter the business groups for which you want to enable proration on the Business Group tab. Optionally, you can further secure the proration functionality by selecting payrolls on the Payroll tab.
Use the Table Event Group window to group the two events that you need to detect to prorate absences - datetracked updates to absence start date and absence end date. Select Proration for the event group type, and Payroll Period for the proration period. In the Datetracked Events region, select DateTrack Update as the update type, PAY_ELEMENT_ENTRIES_F as the table, and EFFECTIVE_START_DATE and EFFECTIVE_END_DATE as the columns.
Use the Table Event Group window to group the datetracked events on the PAY_ELEMENT_ENTRIES_F table you want to track in the Retro Notifications report. The event group type is Retro.
See: Setting Up Proration and Retro Notifications, Oracle HRMS Payroll Management Guide
Define an absence element, with at least one input value, for each absence type. Link this element to define who is eligible.
See: Defining and Linking an Absence Element
Note: Omit this step if you are setting up an absence type for which you do not need to maintain a running total of time taken or remaining, and you do not need eligibility rules.
US and Canada Payroll only: If you want to process the absence element in the payroll run, generate it using the Earnings window.
Mexico only: If you want to process the absence element in the payroll run, generate it using the Element Design Wizard.
Define categories of absence types as values for the Lookup Type ABSENCE_CATEGORY, and your absence reasons as values for the Lookup Type ABSENCE_REASON. In some legislations there are predefined categories and reasons.
You can select the same reason for different absence types.
See: Adding Lookup Types and Values, Oracle HRMS Configuring, Reporting, and System Administration Guide
Define each absence type, and associate it with an absence element.
Note: To keep a single record of employees' time taken for two or more different absence types, you can associate the same element with several types.
For an absence type with a decreasing balance, use BEE or the Absence Detail window to initialize the absence balances for employees eligible for the type.
If you want to make batch entries, see Making Batch Element Entries Using BEE, Oracle HRMS Configuring, Reporting, and System Administration Guide.
If you defined a recurring element, create a payroll formula that handles proration to process the element and calculate the appropriate absence duration in each pay period (taking into account the number of days or hours in a month, working and shift patterns, public holidays, and so on).
Sample Proration Formulas, Oracle HRMS FastFormula User Guide
If you want to set up the application to calculate the duration of an absence automatically, you have two options:
Set the HR: Schedule Based Absence Calculation profile option to Yes, if you want the application to use the worker's schedule and calendar events from their primary assignment to calculate absence durations. To use this option, you must first define schedules and calendar events that are relevant to your enterprise and assign them to various levels in your work structures.
See: Setting Up Availability , Oracle HRMS Workforce Sourcing, Deployment, and Talent Management Guide
To calculate absence duration from the absence start and end dates without using the schedules and calendar events information of an employee, create a basic formula. If you want the absence duration calculation to update automatically each time you change the absence dates, you must set the profile option HR: Absence Duration Auto Overwrite to Yes.
See: Writing Formulas to Calculate Absence Duration, Oracle HRMS FastFormula User Guide
Define an absence element in the Element window.
US and Canada Payroll only: If you want to process the absence element in the payroll run, initiate it on the Earnings window instead of using the Element window.
Mexico only: If you want to process the absence element in the payroll run, initiate it with the Element Design Wizard instead of using the Element window.
Spain only:If you want to compute the social security earnings you must use the predefined elements for Sickness Details, Maternity Details, Part-time Maternity Details, Pregnancy-at-Risk Details and Adoption Details.
To define an absence element
Set your effective date to a day on or before the start of the first payroll period for which you want to enter absences.
Enter a name for the element, and select the classification Information or Earnings.
Tip: Give the absence element and its absence type the same name, or coordinate the element name with the type name. For example, for the absence type Compassionate Leave, name the element Compassionate Leave or Compassionate Leave Absence.
Enter a reporting name, for display on reports.
If you are creating a recurring absence element, select your absence element event group in the Proration Group field. This field is only available to Oracle Payroll users in certain localizations.
Select the processing type.
Select Recurring if you want to be able to process absences that do not have an end date and you want to apportion absence time correctly across payroll periods.
Note: You can only select Recurring if you use Oracle Payroll and the Proration functionality is enabled for your localization. (In this case, you should see the Proration Group field on the Element window)
Select Nonrecurring if it is acceptable to record the full duration of the absence in the payroll period in which the absence starts.
Select the termination rule. This is normally Actual Termination.
Check the Multiple Entries Allowed box if you want to enable employees to have:
(Nonrecurring) More than one instance of the absence type within a pay period.
(Recurring) Overlapping entries of the absence.
If this is an absence element for a PTO accrual plan, do not select Process in Run. Uncheck this box if necessary.
If the element is recurring, ensure that the Process in Run box is checked so that the absence duration can be calculated by the payroll run.
If employees must be a certain age or have served for a certain number of years to be allowed this absence, enter this information in the Qualifying Conditions region.
Note: If this is an absence element for a PTO accrual plan, the plan setup relates length of service to accrued time off. Do not make an entry here for length of service.
Save the element, then choose the Input Values button.
In the Input Values window, create an input value to hold the amount of time taken. Select units of Day, Hours in HH format, or Hours in Decimal Format (to one, two, or three decimal places).
If you are defining an absence element for a PTO accrual plan, give the input value the name Hours or Days, to accord with the unit of measure of the plan. When you define the plan using the Accrual Plan window, this input value name appears in the Units field of the Absence Information region.
Important: If you select Required for an input value, you must select this input value on the Absence Attendance Type window. Do not select Required for more than one input value.
New Zealand users only: You must also create the following input values:
Seasonal Shutdown - for Annual Leave and Annual Leave Termination elements
Number of complete weeks - for the Special Leave and Protected Voluntary Service Leave elements.
You can define minimum and maximum days or hours that can be entered in an absence record. If you do this, select what happens if these limits are breached:
Select Warning for the system to warn users but allow them to breach the limits.
Select Error for the system to issue an error message and prevent users from saving an entry that breaches the limits.
Save your work.
To link the absence element
Set your effective date to a day on or before the start of the first payroll period for which you want to enter absences.
In the Element Link window, select the absence element you defined.
Select eligibility criteria for this absence element, if appropriate. If you want to make the element available to all employees, do not select any criteria.
Save the link. Then define the absence type associated with this absence element.
Use the Absence Attendance Type window to define an absence type and associate it with an element.
To define an absence type
Enter a name and category for the absence type.
Tip: Give the absence type and its associated element the same name, or coordinate the type name with its element name. For example, name the absence type for a PTO accrual plan Salaried Sick PTO Plan, and its associated element, Salaried Sick PTO Absence.
Select Allow Absence Overlaps if absences of this type can overlap other absences. If you deselect this option, the application warns you if you enter an absence that overlaps another absence of any type.
In the Associated Element region, select the element defined for this absence type. Select the element's input value that holds days or hours. The unit of measure for the input value appears in the Units region.
In the Balance region, select Increasing if you want each absence entry to add to a running total of time taken to date. The running total covers all absence types associated with the selected element. Select increasing balances for absence types for PTO accrual plans, and for most other absence types.
For absence types that have a set maximum amount of hours or days allowed, you may select Decreasing. In this case, each absence recorded reduces an initial balance to show time remaining to be taken for the type.
Note: Decreasing balances require more maintenance. You must enter an initial balance amount for each new hire eligible for the absence type, and must initialize the balance for all eligible employees at the start of each year.
Optionally, select reasons that are valid for entries of this type of absence.
Save the absence type.
Oracle HRMS enables you to record the absence information for employees to receive the various absence benefits for sickness, maternity, pregnancy at risk, part-time maternity and adoption. This process ensures that the absence information and the related social security deductions are reported accurately on the social security contribution reports (TC-1 and TC-2).
You must use the predefined elements for absence such as Sickness Detail, Maternity Detail, Pregnancy-at-Risk Detail, Part-time Maternity Detail, and Adoption Details.
See: Predefined Elements
Record the absence information for an employee using the Absence window.
See: Entering Absences, Oracle HRMS Compensation and Benefits Guide
Enter the additional information for each of these absences using the Further Information field:
If you want to override the benefit uplift information entered at the legal employer for an employee, you must create and attach the formula for the benefit uplift method of calculation, the daily rate formula, and the duration formula.
This process ensures that the social security earnings and deductions processing and reporting includes accurate information about your employee's sickness-related absences.
Define and link an absence element. Typically you name the element Sickness so that it corresponds with the absence type name you define next.
Define the absence type, entering the following details:
Absence type name is Sickness.
Absence category is Temporary Disability
Associated element is the absence element you defined previously (Sickness)
Units are Days
Balances are Increasing
Reasons are:
Non-work related disease
Non- work related injury
Work-related injury
Work-related disease
Work-related disease observation period
You use the Absence window to record the absence due to a temporary disability. You can enter additional information relating to an employees' temporary disability absence to process the benefit uplift and the sickness benefit provided by the employer.
To enter temporary disability absences
Click in the Further Information field to display the Additional Absence Information window.
Link the absence to the previous absence, if this absence recurs within six months due to the same reason. You need not enter the linked absence if you are entering a new absence record.
Select Yes if you want the application to calculate the benefit amount if the employee does not have 180 days of social security contribution days.
Select Yes to extend the absence to 18 months.
Enter the override values if any, for the benefit uplift information entered at the legal employer level. The application uses these values for the employee to process the benefit uplift.
Override Benefit Uplift Calculation Method
Override Benefit Uplift Daily Rate Formula
Override Benefit Uplift Duration Formula
Note: You cannot override these values for an employee, if you have not defined them at the legal employer level. See: Entering Benefit Uplift Details.
Save your work.
You use the Absence window to record the maternity absence for employees. You can enter additional information relating to an employees' maternity absence as required for processing the benefit uplift and the maternity benefit.
To enter maternity absence
Click in the Further Information field to display the Additional Absence Information window.
Enter the expected and the actual date of birth.
If the child was stillborn, enter the date.
Enter the number of children born, the employee may be eligible for statutory earnings depending on the number of children born.
Select Yes if you want the application to calculate the benefit amount if the employee does not have 180 days of social security contribution days.
Enter the override values if any, for the benefit uplift information entered at the legal employer level. The application uses these override values to calculate the benefit uplift for the employee.
Override Benefit Uplift Calculation Method
Override Benefit Uplift Daily Rate Formula
Override Benefit Uplift Duration Formula
Note: You cannot override these values for an employee, if you have not defined them at the legal employer level. See:Entering Benefit Uplift Details.
Save your work.
You use the Absence window to record the pregnancy at risk absence for employees. You can enter additional information relating to an employees' pregnancy at risk maternity absence to process the benefit uplift and the pregnancy at risk maternity benefits.
To enter pregnancy at risk absence
Click in the Further Information field to display the Additional Absence Information window.
Enter the expected date of birth.
Select Yes to enable the application to calculate the benefit amount if the employee does not have 180 days of social security contribution days.
Enter the override values if any, for the benefit uplift information entered at the legal employer level. The application uses these override values to calculate the benefit uplift for the employee.
Override Benefit Uplift Calculation Method
Override Benefit Uplift Daily Rate Formula
Override Benefit Uplift Duration Formula
Note: You cannot override these values for an employee, if you have not defined them at the legal employer level. See: Entering Benefit Uplift Details..
Save your work.
You can use the Absence window to record the part-time maternity absence for employees. You can enter additional information relating to an employees' part-time maternity absence. This information is required for processing the benefit uplift and the part-time maternity benefit provided to employees.
You must record a minimum of six weeks of maternity leave for the employee before you enter the part-time maternity leave.
To enter part-time maternity absence
Click in the Further Information field to display the Additional Absence Information window.
Enter the expected and the actual date of birth.
Enter a percentage of the working time. For example, enter 60 if the employee works for 60% of the normal working time.
Select Yes if you want the application to calculate the benefit amount if the employee does not have 180 days of social security contribution days.
Enter the override values if any, for the benefit uplift information entered at the legal employer level. The application uses these override values to calculate the benefit uplift for the employee.
Override Benefit Uplift Calculation Method
Override Benefit Uplift Daily Rate Formula
Override Benefit Uplift Duration Formula
Note: You cannot override these values for an employee, if you have not defined them at the legal employer level. See:Entering Benefit Uplift Details.
Save your work.
You can use the Absence window to record the adoption absence for employees. You can enter additional information relating to an employees' adoption absence. This information is required for processing the benefit uplift and the adoption benefit.
To enter adoption absence
Click in the Further Information field to display the Additional Absence Information window.
Enter the number of children adopted.
Select Yes to enable the application to calculate the benefit amount if the employee does not have 180 days of social security contribution days.
Enter the override values if any, for the benefit uplift information entered at the legal employer level. The application uses these override values to calculate the benefit uplift for the employee.
Override Benefit Uplift Calculation Method
Override Benefit Uplift Daily Rate Formula
Override Benefit Uplift Duration Formula
Note: You cannot override these values for an employee, if you have not defined them at the legal employer level. See:Entering Benefit Uplift Details.
Save your work.
Oracle HRMS enables you to calculate proportionate earnings amounts whenever payroll-relevant data is changed during a payroll period, for example, if an employee joins or leaves the company during a payroll period or if an employee's pay grade changes during a payroll period. Oracle HRMS performs a proration calculation to ensure that the employees' earnings are calculated correctly after taking account of these changes.
If you want to prorate an earnings element, such as basic salary, assign an event group to it. An event group is a collection of proration points that share similar characteristics. You can create an event group to group together all proration points that affect an employee's salary, for example. This event group could contain proration points such as salary increases, assignment changes, and pay rate changes.
You then process the element using a formula that handles proration. You can either use a payroll formula that handles proration, or create a separate proration formula that runs after the main payroll formula only in payroll periods when a proration event occurs.
See: Sample Payroll Formulas Enabled for Proration (UK), Oracle HRMS FastFormula User Guide, Sample Proration Formula, Oracle HRMS FastFormula User Guide, and Writing Proration Formulas, Oracle HRMS FastFormula User Guide
When you define the event group, you select the events that will activate proration calculation, such as:
An employee joining or leaving the enterprise
Changes to pay grades or grade rates
Changes to pay scales and progression points
Changes to hourly or annual pay rates
Changes to working hours
Changes to allowances or deductions
Note: The proration unit can be periods, days, or hours. Proration can be applied to a monetary, time-based, or numeric amount.
Historic rates is a function that retrieves a datetracked money value and recalculates it according to different time-dimensions (converting a daily wage to hourly). Historic rates is primarily for use in FastFormulas. You can use it to determine employee payments at the rate that existed when the work was done, rather than at the current rate. For example: If you pay your employees in arrears, you can calculate the value of the arrears payment.
Historic rates apply to notional rates only and not to actual rates
An employee may earn $50 an hour. Assuming a 40 hour work week, their notional rate would be $2000 a week. However, that employee might have only worked 10 hours during a particular week. Therefore, their actual rate for that week would be $500.
Historic rates are the values of a specific element or combination of elements, based on a specified time dimension, at a specified date. You can vary the rate according to different factors, such as:
Full Time Equivalent (FTE)
A percentage of another rate
For most rate calculations, a single element provides the pay rate. However, some rate calculations are the sum of multiple elements. For example: A holiday rate could be basic pay (held as a progression point) plus shift allowance (an input value) plus bonus (a global value). A rate type is a grouping of elements that comprise a single pay rate.
Different rate types can use the same element. For example: A rate type for holiday and another for sickness can both use the same basic pay element.
Use the Historic Rate - Rate Type element EIT to store the rate type name and description against each element. You create additional rate types by adding values to the lookup type PQP_RATE_TYPE.
To calculate pay using historic rates, use the GET_HISTORIC_RATE function in your payroll formula. This function returns the rate. The parameters for the function are:
The element, or group of elements (a rate type)
The time dimension (such as hourly)
The effective date
For sample formulas using this function, see: Sample Rates History Formula, Oracle HRMS FastFormula User Guide
The function uses attribution at two levels to calculate the correct values:
Element
Contract
Note: The Contract level is available only if your localization has enabled it.
Use the Historic Rate - Element Attribution (an element EIT) to store the following information against each element that has a historic rate:
Time dimension (hourly, daily, and so on)
Pay source value (input value, grade rate, and so on)
Name of the pay source
Full Time Equivalent indicator
Service history
Assignment association
Rate adjustment options
For example, assume an assignment has an element entry for a Salary element and the element has the following attribution:
Time dimension = Hourly, Source = Grade Rate, Qualifier = Grade Rate 1
The function can retrieve the salary from Grade Rate 1 at any time and convert the time dimension from hours to annual or another dimension.
If you store rates for this payment using more than one grade rate or scale rate, you can use wildcards to enable you to select the latest value in the Qualifier field. For example: If the rate for salary can be held in Sal Scale Rate 1 or Sal Scale Rate 2, you can make the wildcard entry Sal Scale Rate % in the Qualifier field. The historic rates function then retrieves the value with the latest effective date.
The Contract Table is available only to those localizations that have enabled it. The structure of this table is defined by the localization. The user must specify the values.
Mexico only: This table is defined and maintained by the localization. It is not available to users.
Use the PQP_CONTRACT_TYPES predefined user-defined table to store the following information about your employee contract details:
| Value | Definition |
|---|---|
| Annual Hours | Number of contract annual hours. Use this figure in the conversion of the derived rate to an output time dimension of "H" (Hourly Rate). Also use Annual Hours as a required figure when calculating Full Time Equivalent (FTE). |
| Days Divisor | Number of contract days in a year. This divisor is normally 365. Use it in the conversion of the derived rate to an output time dimension of "D" (Daily Rate). |
| Period Divisor | Number of periods per year used to calculate an output time dimension of "P" (Periodic Rate). Use a divisor that corresponds to the working hours shown on the Assignment window. For example: Weekly working hours have 52 as the Period Divisor. Also use Period Divisor as a required figure when calculating Full Time Equivalent (FTE). |
| Weekly Payroll Divisor | Number of periods per year, such as 52. Use the weekly payroll divisor to convert a periodic value into an annual value when Periodic - Payroll Frequency is the time dimension for the element, and the payroll is weekly or bi-weekly. |
| Monthly Payroll Divisor | Number of periods per year, such as 12. You use the monthly payroll divisor to convert a periodic value into an annual value when you select Periodic - Payroll Frequency as the time dimension for the element and the employee has a payroll frequency of Calendar Month, Lunar Month, Bi-Month, Quarter, Semi-Year, or Year. |
When you have entered the required information to the PQP_CONTRACT_TYPES table, you can also add the following:
| Value | Definition |
|---|---|
| Overtime Annual Hours | Number of annual hours used to calculate an output time dimension of "O" (Overtime Hourly Rate). |
| Annual Term Time Hours | Calculates the adjustment value for the derived rate. If you enter a value for this column, and for the Annual Hours column, this adjusts the derived rate by a factor of Annual Term time Hours divided by Annual Hours. |
| Employment History Factor | Value the function uses to adjust the historic rate for length of service. There are five bands within this category. For each of band you can define the following:
The historic rates function uses this information about each contract type to convert values held for one time dimension to another dimension. For example: If a rate is held hourly and needs to be returned as a daily rate, the function calculates an annual value by multiplying the rate by Annual Hours, then divides this by the Days Divisor. |
Time dimensions are closely tied to contracts. If you have a time dimension, you must use contract types. If you are doing a conversion between two time dimensions, you must refer to a contract.
You define source time dimensions in the PQP_TIME_DIMENSIONS extensible lookup type. Whenever you add a new dimension to this lookup, you must also make a corresponding entry in the PQP_TIME_DIMENSION_FACTORS lookup type. This corresponding entry ensures that your output time dimensions map correctly to the annualization factor in the PQP_CONTRACT_TYPE user table.
| Code | Meaning | Description |
|---|---|---|
| A | Annual | Annual |
| D | Daily | Daily |
| H | Hourly | Hourly |
| P | Periodic | Periodic |
| PAY | Periodic - Payroll Frequency | Periodic - Payroll Frequency |
| Code | Meaning | Description |
|---|---|---|
| A | Reserved Per Annum Frequency | Annual |
| D | DAYS DIVISOR | Daily |
| H | ANNUAL HOURS | Hourly |
| O | ANNUAL OVERTIME | Overtime Hourly |
| P | PERIOD DIVISOR | Periodic - Contract Period |
| PAY | Reserved Pay Period Frequency | Periodic - Pay Period Frequency. |
The GET_HISTORIC_RATE function converts the element rate into an annual rate before converting to the given output time dimension. Therefore, not all output time dimensions need a corresponding source time dimension. For example, you can retrieve the overtime hourly rate (time dimension "O") without defining a rate with a source frequency of Overtime Hourly.
See: Setting Up Custom Time Dimensions for Historic Rates, Oracle HRMS Compensation and Benefits Management Guide
You can define a bonus or other payment, which is a fixed net amount, using Net-to-Gross Processing. Oracle Payroll calculates the gross amount needed to meet the net pay. You define which taxes and other deductions the employer is willing to pay by selecting the balances that can be used in the net-to-gross processing.
The following formulas are used in net-to-gross processing:
This iterative formula calculates the amount that the employer must pay in addition to the desired net amount.
This formula adds the additional amount returned by the iterative formula to the desired net amount to return the payment amount. Create a formula result rule to return this payment amount as a direct result to the element's pay value.
Net-to-gross elements always process separately, after you process the main payroll.
For details of how to set up a net-to-gross element, see Setting Up Elements for Net-to-Gross Processing, Oracle HRMS Compensation and Benefits Management Guide
When you define the element for net-to-gross processing, you select which balances to exclude from the gross-up calculations. The employer pays all deductions except the ones you exclude.
The formulas for net-to-gross processing do the following:
The iterative formula takes as input the desired net amount (Amount input value), the amount by which net can diverge from the desired amount (To Within input value), and the method of calculation (Method input value).
In the first run the formula sets the lower gross limit to the desired net amount, and the higher gross limit to twice the desired amount. Then it runs a function to provide the first guess of the gross. The formula returns three values--low gross, high gross, and additional amount--to the element's input values.
The element's payroll formula runs (CALC_GROSSUP_PAY_VALUE). It adds the additional amount to the desired amount to create the gross and returns this value to the element's pay value for the payroll run to process.
In the next iteration, the iterative formula compares the additional amount to the total value of the balances that are available for grossup for this element entry. The additional amount must not differ from this balance total by more than the amount you specified in To Within field.
If the additional amount equals the balance total, then the iterative processing ends.
If the additional amount is above or below the balance total by an acceptable margin, then the processing ends and the formula returns the remainder (additional amount - balance) to the element's Remainder input value.
Otherwise, the formula runs the function to generate a better estimate for gross, using the remainder to determine by how much to change the guess. The formula checks the results in another iteration.
Oracle Payroll enables you to record and report the contractual earnings of employees. You can use the predefined primary and secondary classifications and balances to record these contractual earnings.
Base Salary
Seniority
Extra Pay
Overtime
Other Complements
Oracle HRMS supports the following contractual deductions in Spain:
Advance Payment
Union Deductions
Court Orders such as child support, spouse alimony
Company Loans
Pension Contribution
You can use the predefined primary and secondary classifications and balances to record these contractual deductions.
See: Survey of Classificationsand Predefined Elements.
Advance Payment
Employees can receive advance payments and can repay the employers as a post tax deduction. You can use the Advance Pay process to pay employees in advance for holidays. Oracle HRMS provides predefined elements/input values, predefined formulas to pay employees in advance. See: Predefined Elements
Union Deductions
Oracle HRMS provides predefined classification for processing union deductions. You can setup elements of the predefined classification Voluntary Deduction and define the amount for deduction.
Court Orders/Wage Attachments
Wage Attachments encompass a number of court ordered deductions. The court order determines the actual deduction amount and anything in excess of the minimum wage is subject to recovery. Oracle HRMS provides the predefined elements to process these deductions.
See: Court Orders Overviewand Setting Up Court Orders
Company Loans
Oracle HRMS provides a loan management system and to process the company loans for employees. Oracle HRMS provides the predefined elements to process these deductions.
See: Benefits in Kind Overview
Oracle HRMS supports the processing of certain earnings of the pay that are exempt from social security and tax deductions up to the statutory limit. Any amount paid over this limit is subject to social security and tax. These partially exempt earnings include :
Meal Allowance
Transportation Allowance
Mileage Allowance
The statutory limit or the exemption ceiling is set in one of the following ways:
Units x Price
Percent of the current minimum wage
The meal and transportation allowances use the unit x price model as the base for partial exemption. The allowances for tools and machinery, work wear and protective gear use the minimum wage as the base for partial exemption. A certain percentage of the statutory minimum wage is exempted from social security and tax deductions.
You can create your own elements with a primary classification of Partial Exempt Elements and attach the element to the predefined formula ES_CALC_PARTIALLY_EXEMPT_WAGE. This feeds the predefined indirect element Other Non-Recurring Partial Exempt Allowance. This predefined indirect element feeds the corresponding social security and tax balance.
Meal Allowance
Employees are eligible to receive the meal allowance depending on the place where the meal was taken in relation to a normal working area. Use the predefined element Meal Allowance to calculate the meal allowance for an employee. The following table lists the input values for the element Meal Allowance.
| Field | Description |
|---|---|
| Pay Value | Input value to hold the meal allowance amount. The predefined formula Meal Allowance feeds the value. |
| Allowance Rate Type | Select this value from the predefined lookup ES_ALLOWANCE_RATE_TYPES. This is mandatory. |
| Amount | Input value to hold the amount paid. This is mandatory. |
| Days | Input value to hold the number of days the allowance covers. This is mandatory. |
| Override Rate | An optional value to hold the rate used to override the rate value defined in Global. |
| Date of Claim | An optional value to hold the date when this allowance is claimed. |
| Exempt Amount | A predefined value to hold the amount exempt from tax and social security. The predefined formula feeds the value. |
| SSable Amount | A predefined value to hold the amount subject to social security. The predefined formula feeds the value. |
| Taxable Amount | A predefined value to hold the amount subject to tax. The predefined formula feeds the value. |
Transportation Allowance
Employees can receive a transportation allowance in either one of the following ways:
They receive a fixed monthly amount as a transportation allowance regardless of their actual travel or when they use the fuel card for their business related trips.
They receive an amount as mileage allowance by processing the actual business travel claims using the existing statutory rates.
Use the predefined element Transportation Allowance to calculate the allowance an employee receives for transport purposes. The following table lists the input values for the element Transportation Allowance.
| Field | Description |
|---|---|
| Pay Value | Input value to hold the transportation amount paid. The predefined formula Transportation Allowance feeds the value. |
| Vehicle Type | Select this value from the predefined lookup PQP_VEHICLE_OWNERSHIP_TYPE. This is mandatory. |
| Claim Start Date | An optional value to hold the date from when this allowance is applicable. |
| Claim End Date | An optional value to hold the date till when this allowance is applicable. |
| Claimed Kilometers | A mandatory value to hold the kilometers claimed. |
| Regular Amount | An optional value to hold the fixed amount paid per month. |
| Fuel Card Taxable Value | An optional value to hold the taxable value of fuel card per month. |
| Override Rate | An optional value to hold the rate to override the transportation rate value defined within Global. |
| Exempt Amount | A predefined value to hold the mileage amount exempt from tax and social security. The predefined formula feeds the value. |
| SSable Amount | A predefined value to hold the mileage amount subject to social security. The predefined formula feeds the value. |
| Taxable Amount | A predefined value to hold the mileage amount subject to tax. The predefined formula feeds the value. |
Use the predefined element Mileage Allowance to calculate the allowance using the existing statutory rates. The following table lists the input values for the element Mileage Allowance.
| Entry | Description |
|---|---|
| Pay Value | Input value to hold the mileage amount paid. A predefined formula feeds the value. |
| Vehicle Type | Select this value from the predefined lookup PQP_VEHICLE_OWNERSHIP_TYPE. This is mandatory. |
| Claim Start Date | An optional value to hold the date from when this allowance is applicable. |
| Claim End Date | An optional value to hold the date till when this allowance is applicable. |
| Claimed Kilometers | An optional value to hold the kilometers claimed. |
| Regular Amount | An optional value to hold fixed amount paid per month. |
| Override Rate | An optional value to hold the rate to override the transportation rate value stored as Global. |
| Exempt Amount | A predefined value to hold the mileage amount exempt from tax and social security. The predefined formula feeds this value. |
| SSable Amount | A predefined value to hold the mileage amount subject to social security. The predefined formula feeds this value. |
| Taxable Amount | A predefined value to hold the mileage amount subject to tax. The predefined formula feeds this value. |
Oracle HRMS provides the predefined elements to enable you to process the following benefits in kind:
Company Housing
Company Vehicle
Company Loan
Other Payments in Kind
Oracle HRMS enables you to derive or accept a declared value for notional pay provided to an employee for company housing, company vehicle, company loan and process the relevant contributions for tax, using the calculation methods recommended by the Tax Authority.
For other payments in kind, Oracle HRMS accepts a declared taxable value and depending on whether the benefit is a one off or ongoing:
Recurring - The processing of the taxable value spreads across the entire pay period when employees receive benefit.
Non recurring - The processing of the taxable value takes place within the period when the employee receives benefit.
Taxable Component of Benefit in Kind
Oracle HRMS calculates the taxable component for certain benefits in kind as follows:
Company Housing
A percentage of the expense that the employer incurs on providing accommodation is subject to tax. The taxable value can be a percentage of the estimated value or the real estate value. Use the predefined element Company Housing to calculate the taxable Benefit in Kind component of the company housing provided to employees. The application uses the estimated value and if the estimated value is not available, it uses the real estate value to determine the company housing value.
The following table lists the input values for the element Company Housing:
| Input Value | Description |
|---|---|
| Pay Value | Input value to hold the Benefit in Kind component of company housing amount. The predefined formula feeds the value. |
| Estimated Value | Input value to hold the value determined by tax authority or “valor catastral”. |
| Real Estate Value | Input value to hold the real estate tax value. |
| Percentage | Input value to hold the percentage rate. |
| Override Amount | An optional input value to hold the override the values computed by the predefined formula. |
| Start Date | Input value to hold the start date from when this company housing amount is applicable. |
| End Date | Input value to hold the end date. |
Company Vehicle
A percentage of the acquisition cost or the annual usage cost of the vehicle is subject to tax. Oracle Payroll provides predefined element Company Vehicle to calculate the taxable Benefit in Kind component of the company vehicle provided to employees. The application uses the acquisition cost and if the acquisition cost is not available, it uses the annual usage cost value to determine the company vehicle value.
| Input Value | Description |
|---|---|
| Pay Value | Input value to hold the Benefit in Kind Company Vehicle amount. The predefined formula feeds the value. |
| Vehicle Ownership | Select the value from the predefined lookup ES_BIK_VEHICLE_OWNERSHIP. This is mandatory. |
| Acquisition Cost | Input value to hold the acquisition cost of the vehicle.
Note: If the vehicle ownership type is Employee Buy Option, you must enter the ownership transfer value in the Acquisition Cost field. |
| Annual Usage Cost | Input value to hold the annual usage cost rate of the vehicle. |
| Percentage | Input value to hold the percentage. |
| Override Amount | Input value to hold the value that overrides the computed value by the predefined formula. |
| Start Date | Input value to hold the start date. |
| End Date | Input value to hold the end date. |
Company Loan
The taxable value of the company loan is the difference between loan rate given by the company and the available market value. Oracle HRMS provides the predefined element Company Housing to process the company loan deduction and the benefit in kind computation. The following table lists the input values for the Company Housing element.
| Input Value | Description |
|---|---|
| Pay Value | Input value to hold the benefit in kind component of the company loan. The predefined company loan formula feeds the value. |
| Loan Type | Select the value from the predefined lookup ES_LOAN_TYPES. This is mandatory. |
| Purpose | Input value to hold the purpose of loan from the predefined lookup ES_LOAN_PURPOSE. |
| Amount Issued | Input value to hold the employee's total loan amount. |
| Issue Date | Input value to hold the date the loan was issued. |
| Loan Rate | Input value to hold the rate of interest for the loan. |
| Override Reference Rate | Input value to hold the market rate of interest if the rate is different from the global rate. This is optional. |
| Repayment Start Date | Input value to hold the start date for loan repayment. |
| Repayment Frequency | Select the value to hold the repayment frequency for the installment amount from the predefined look up ES_LOAN_PERIOD_TYPE. This is mandatory |
| Installment Amount | Input value to hold the installment amount for loan. |
| Repayment End Date | Input value to hold the end date for loan repayment.
Note: Enter the repayment amount if you have not entered any installment amount. The predefined formula computes the installment amount based on the repayment end date. |
| Interest Calculation Frequency | Input value to hold the interest calculation frequency for the loan. |
| Override Amount | An optional value to hold the override amount for loan installment. |
Other Payments in Kind
For Other Payments in Kind, Oracle HRMS accepts a declared taxable value, pending on whether the benefit one off or ongoing.
| Input Value | Description |
|---|---|
| Pay Value | Input value to hold the benefit in kind component of the taxable value. The predefined formula feeds the value. |
| Amount | Input value to hold the benefit in kind amount. This is mandatory. |
| Benefit Type | Select the value from the predefined extensible lookup ES_OTHER_BENEFIT_TYPES. |
Follow these steps to set up the Historic Rates function.
To set up Historic Rates
You (or your system administrator) register the following element EITs with your responsibility:
PQP_ELEMENT_ATTRIBUTION
PQP_RATE_TYPE
See: Setting Up Extra Information Types Against a Responsibility, Oracle HRMS Configuring, Reporting and System Administrators Guide
Create additional rate types by adding values to the lookup type PQP_RATE_TYPE.
Set up elements to represent the payments used in your enterprise.
Enter the following attribution:
Classification of earnings
Recurring processing type
Final close on termination
Note: To use proration with historic rates, choose actual termination.
Process each period
To use a formula calling a version of the historic rates function requiring date parameters, give each element an Input Value that has the same name as the formula input.
Enter extra information using the Historic Rate - Rate Types and Historic Rate - Element Attribution EITs for all elements with historic values.
See: Historic Rates Extra Information Types, Oracle HRMS Compensation and Benefits Management Guide
Define element links for all the elements.
If your localization has enabled the Contracts Table:
Enter contract information in the pre-configured user-defined table PQP_CONTRACT_TYPES.
Add one row for each new contract type you want to set up.
If you hold rates on input values and use the Period Divisor on the Contract Types table to convert the period value to an annual value (such as, Time Dimension = Periodic on the Element Attribution Information for your elements), you must create at least one contract type for each payroll frequency. For example: You must assign employees on a weekly payroll to a separate contract type from employees on a monthly payroll. This requirement does not apply if you select the Periodic - Payroll Frequency time dimension, which uses the weekly or monthly payroll divisor held on the Contract Types table to convert period values to annual.
See: Entering Contract Types, Oracle HRMS Workforce Sourcing, Deployment and Talent Management Guide
Assign people to contract types by selecting contract type and start date in the Extra Details of Service window.
To make your rates subject to FTE, enter Working Hours and Frequency in the Assignment window.
See: Setting Up FTE, Oracle HRMS Workforce Sourcing, Deployment and Talent Management Guide
Write the payroll formula to derive the rate from the information you have set up (using the RATES_HISTORY function).
See: Sample Rates History Formula, Oracle HRMS FastFormula User Guide
In the Formula Result Rules window, associate each payroll formula with an element.
Create a Standard processing rule.
In the Formula Results region, select the Amount formula result as a direct result returning a pay value for the element.
Select the Message result as a message type delivering a fatal error.
Oracle HRMS supports the calculation of the monetary value of the benefits in kind and enables you to compute the taxable amount. The benefit in kind amount is displayed on the pay slip and statement of earnings.
Oracle HRMS provides elements and input values and formulas to record benefit in kind. You must do the following to set up the Benefit in Kind processing:
You can link the following predefined elements for Benefit in Kind to your payroll.
Company Housing
Company Vehicle
Company Loans
Other Payments such as Tuition and Residency
Extend the benefit type for the Other Payments in Kind element with values if required. See: Adding Lookup Types and Values, Oracle HRMS Configuring, Reporting, and System Administration Guide
If you want to override the Benefit in Kind element value and/or Contractual Earnings value for a Benefit in Kind element linked to the assignment for the period, then you must enter the sum of Benefit in Kind taxable value and Contractual Earnings value in the Tax window for the application to calculate the values correctly.
Balances show the positive or negative accumulation of particular values over periods of time. They are fed either by the direct run results (that is, Pay Values) of elements processed in the payroll run, or by input values. For example, in North American installations, the input value Hours of the element Time Entry Wages feeds the balance Regular Hours Worked.
Balances exist for various time dimensions, such as current run, period to date, month, quarter to date, and year to date.
Balances also exist at different levels, such as assignment level or person level. Balances for individual employee assignments are at the assignment level (in North America, they can be at the assignment level within a GRE). If your enterprise permits employees to hold more than one assignment at the same time, you can hold balances at the person level. For example, a person level Gross Earnings balance is the sum of an employee's assignment level Gross Earnings balances.
You can select elements to feed a balance in three ways:
Select a primary classification. The run results of all elements in the classification feed the balance. However, you must have an input value of Pay Value if you want to create a feed between an element and a balance.
Select a secondary classification. You choose which elements from a primary classification (such as Earnings) are to feed the balance by giving these elements a secondary classification. Again it is the run results of the elements that feed the balance.
Note: Secondary classifications are not used in the North American versions of Oracle Payroll at this time.
Select an individual element. You can select either the run result or an input value to feed the balance. The input value must have the same unit of measure (such as hours or number) as the balance.
You can choose any number of classifications or any number of elements to feed a balance. However you cannot use a mixture of classifications and individual elements to feed a balance. When you select an element or classification as a balance feed, you specify whether the run results (or input values) should add to or subtract from the balance.
The balances and balance feeds for the elements supplied with Oracle Payroll are present in the system when you receive it. For North American users, when you initiate earnings types, deductions and other items that process in the payroll run, the system generates the appropriate balances and balance feeds together with the necessary elements.
You can define any additional balances your enterprise requires. For example, you may require a Pensionable Earnings balance for a pension plan your enterprise offers employees.
This topic supplements the technical essay entitled Balances in Oracle Payroll, Oracle HRMS Implementation Guide. Specifically, it covers the predefined balance initialization elements with input values, balances that require initialization, and supported dimensions, that Oracle HRMS uses in the balance initialization procedure.
The following table lists the predefined balance initialization elements with input values and balances:
| Element | Input | Balance Initialized |
|---|---|---|
| Setup Pension Contribution | Pensionable Earnings | Pensionable Earnings |
| Setup Pension Contribution | Employee Pension Contribution | Employee Pension Contribution |
| Setup Pension Contribution | Employer Pension Contribution | Employer Pension Contribution |
| Setup Regular Tax | Taxable Earnings | Subject to Tax |
| Setup Regular Tax | Regular Tax Withheld | Regular Tax Withheld |
| Setup Non IA and Non ID Social Security | Non IA and Non ID SS Earnings | Subject to Non IA and Non ID Social Security |
| Setup Non IA and Non ID Social Security | Temporary Disability Base | Non IA/ID Temporary Disability Contribution Base |
| Setup Non IA and Non ID Social Security | PU Employee Base | Non IA/ID Partial Unemployment Employee Contribution Base |
| Setup Non IA and Non ID Social Security | PU INEM Contribution Base | Non IA/ID Partial Unemployment INEM Contribution Base |
| Setup Non IA and Non ID Social Security | Maternity Benefit Base | Non IA/ID Maternity Benefit Contribution Base |
| Setup Non IA and Non ID Social Security | Active Without Pay Base | Non IA/ID Active Without Pay Contribution Base |
| Setup Non IA and Non ID Social Security | Total Contribution Base | Non IA/ID Total Contribution Base |
| Setup Non IA and Non ID Social Security | Employee Contribution | Non IA/ID Employees Contribution Base |
| Setup Non IA and Non ID Social Security | Employer Contribution | Non IA/ID Employers Contribution Base |
| Setup IA and ID Social Security | IA and ID SS Earnings | Subject to IA/ID Social Security |
| Setup IA and ID Social Security | Temporary Disability Base | IA /ID Temporary Disability Contribution Base |
| Setup IA and ID Social Security | PU Employee Base | IA /ID Partial Unemployment Employee Contribution Base |
| Setup IA and ID Social Security | PU INEM Base | IA /ID Partial Unemployment INEM Contribution Base |
| Setup IA and ID Social Security | Maternity Benefit Base | IA/ID Maternity Benefit Contribution Base |
| Setup IA and ID Social Security | Active Without Pay Base | IA/ID Active Without Pay Contribution Base |
| Setup IA and ID Social Security | Total Contribution Base | IA/ID Total Contribution Base |
| Setup IA and ID Social Security | Temporary Disability Amount | IA/ID Temporary Disability Contribution |
| Setup IA and ID Social Security | DDS Amount | IA/ID Death, Permanent Disability, Spouse Survival Contribution |
| Setup Wage Maintenance Fund Social Security | Total Contribution Base | Wage Maintenance Fund Total Contribution Base |
| Setup Wage Maintenance Fund Social Security | Employer Contribution Amount | Wage Maintenance Fund Employers Contribution |
| Setup Occupational Training Social Security | Total Contribution Base | Occupational Training Total Contribution Base |
| Setup Occupational Training Social Security | Employee Contribution Amount | Occupational Training Employees Contribution |
| Setup Occupational Training Social Security | Employer Contribution Amount | Occupational Training Employers Contribution |
| Setup Unemployment Social Security | Total Contribution Base | Unemployment Total Contribution Base |
| Setup Unemployment Social Security | Employee Contribution Amount | Unemployment Employees Contribution |
| Setup Unemployment Social Security | Employer Contribution Amount | Unemployment Employers Contribution |
| Setup Overtime Social Security | Structural SS Earnings | Structural Overtime Social Security |
| Setup Overtime Social Security | Employee Contribution Amount | Structural Overtime Employees Contribution |
| Setup Overtime Social Security | Employer Contribution Amount | Structural Overtime Employers Contribution |
| Setup Overtime Social Security | Non-structural SS Earnings | Non-structural Overtime Social Security |
| Setup Social Security Time Unit | Social Security Hours | Social Security Hours |
| Setup Social Security Time Unit | Social Security Days | Social Security Days |
| Setup Social Security Rebate | Employee SS Rebates with Deduction Key Context | Social Security Employee Rebates |
| Setup Social Security Rebate | Employer SS Rebates | Social Security Employer Rebates |
| Setup Social Security Rebate | Contribution Increment | Contribution Increment |
| Setup Partial Exemption | Non IA and Non ID SS Earnings | Subject To Non-IA/ID Social Security Partial Exemption |
| Setup Partial Exemption | IA and ID SS Earnings | Subject To IA/ID Social Security Partial Exemption |
| Setup Partial Exemption | Taxable Earnings | Subject To Tax Partial Exemption |
| Setup Partial Exemption | Meal Allowance Paid | Meal Allowance Paid |
| Setup Partial Exemption | Meal Allowance Exempt | Meal Allowance Exempt |
| Setup Partial Exemption | Meal Allowance SSable | Meal Allowance SSable |
| Setup Partial Exemption | Meal Allowance Taxable | Meal Allowance Taxable |
| Setup Partial Exemption | Mileage Allowance Paid | Mileage Allowance Paid |
| Setup Partial Exemption | Mileage Allowance Exempt | Mileage Allowance Exempt |
| Setup Partial Exemption | Mileage Allowance SSable | Mileage Allowance SSable |
| Setup Partial Exemption | Mileage Allowance Taxable | Mileage Allowance Taxable |
| Setup Partial Exemption | Transport Allowance Paid | Transportation Allowance Paid |
| Setup Partial Exemption | Transport Allowance Exempt | Transportation Allowance Exempt |
| Setup Partial Exemption | Transport Allowance SSable | Transportation Allowance SSable |
| Setup Partial Exemption | Transport Allowance Taxable | Transportation Allowance Taxable |
| Setup Benefits in Kind | Benefits in Kind Taxable Pay | Benefits in Kind Taxable Pay |
| Setup Benefits in Kind | Benefits in Kind Tax | Benefits in Kind Tax |
| Setup Sickness Benefit | Withheld Days | Sickness Benefit Withheld Days |
| Setup Sickness Benefit | Days at Lower Rate | Sickness Benefit Days at Lower Rate |
| Setup Sickness Benefit | Days at Higher Rate | Sickness Benefit Days at Higher Rate |
| Setup Sickness Benefit | Total Days | Sickness Benefit Total Days |
| Setup Sickness Benefit | Benefit Amount | Sickness Benefit Amount |
| Setup Sickness Benefit | Uplift Amount | Sickness Benefit Uplift Amount |
| Setup Sickness Benefit | Adjustment Amount | Sickness Earnings Adjustment Amount |
| Setup Partial Unemployment Benefit | Days at Lower Rate | Partial Unemployment Benefit Days at Lower Rate |
| Setup Partial Unemployment Benefit | Days at Higher Rate | Partial Unemployment Benefit Days at Higher Rate |
| Setup Partial Unemployment Benefit | Total Days | Partial Unemployment Benefit Total Days |
| Setup Partial Unemployment Benefit | Benefit Amount | Partial Unemployment Benefit Amount |
| Setup Partial Unemployment Benefit | Uplift Amount | Partial Unemployment Benefit Uplift Amount |
| Setup Partial Unemployment Benefit | Earnings Adjustment Amount | Partial Unemployment Earnings Adjustment Amount |
| Setup Maternity Benefit | Total Days | Maternity Benefit Total Days |
| Setup Maternity Benefit | Benefit Amount | Maternity Benefit Amount |
| Setup Maternity Benefit | Uplift Amount | Maternity Benefit Uplift Amount |
| Setup Maternity Benefit | Earnings Adjustment Amount | Maternity Earnings Adjustment Amount |
| Setup Adoption Benefit | Total Days | Adoption Benefit Total Days |
| Setup Adoption Benefit | Benefit Amount | Adoption Benefit Amount |
| Setup Adoption Benefit | Uplift Amount | Adoption Benefit Uplift Amount |
| Setup Adoption Benefit | Earnings Adjustment Amount | Adoption Earnings Adjustment Amount |
| Setup Pregnancy-at-Risk Benefit | Total Days | Pregnancy-at-Risk Benefit Total Days |
| Setup Pregnancy-at-Risk Benefit | Benefit Amount | Pregnancy-at-Risk Benefit Amount |
| Setup Pregnancy-at-Risk Benefit | Uplift Amount | Pregnancy-at-Risk Benefit Uplift Amount |
| Setup Pregnancy-at-Risk Benefit | Earnings Adjustment Amount | Pregnancy-at-Risk Earnings Adjustment Amount |
| Setup Part-time Maternity Benefit | Total Days | Part-time Maternity Benefit Total Days |
| Setup Part-time Maternity Benefit | Benefit Amount | Part-time Maternity Benefit Amount |
| Setup Part-time Maternity Benefit | Uplift Amount | Part-time Maternity Benefit Uplift Amount |
| Setup Part-time Maternity Benefit | Earnings Adjustment Amount | Part-time Maternity Earnings Adjustment Amount |
| Setup Court Order | Attachable Earnings | Attachable Earnings |
| Setup Court Order | Child Support Deduction | Child Support Deduction |
| Setup Court Order | Spouse Alimony Deduction | Spouse Alimony Deduction |
| Setup Court Order | Other Court Order Deductions | Other Court Order Deductions |
| Setup Pay | Gross Pay | Gross Pay |
| Setup Pay | Earnings Adjustment Base | Earnings Adjustment Base |
| Setup Pay | Extra Pay Base | Extra Pay Base |
| Setup Pay | Extra Pay Accrual | Extra Pay Accrual |
| Setup Pay | Benefit Uplift Base | Benefit Uplift Base |
The following dimensions are predefined for Spain. You can create additional dimensions at the assignment level, if you require them.
This dimension which aggregates results from payroll runs that have been picked up in a particular pre-payments run.
| _PAYMENTS | for a set of payroll runs. |
These statutory dimensions are usually associated with predefined balances for summing balance feeds for single assignments and are held for reporting purposes.
| _ASG_TU_ITD | since the start of the month to date for the assignment within the tax unit (Legal Employer). |
| _ASG_TU_PTD | since the start of the processing period to date for the assignment within the tax unit (Legal Employer). |
| _ASG_TU_MONTH | since the start of the calendar month to date for the assignment within the tax unit (Legal Employer). |
| _ASG_TU_QTD | since the start of the calendar quarter to date for the assignment within the tax unit (Legal Employer). |
| _ASG_TU_YTD | since the start of the calendar year to date for the assignment within the tax unit (Legal Employer). |
| _ASG_TU_TQTD | since the start of the tax quarter to date for the assignment within the tax unit (Legal Employer). |
| _ASG_TU_TYTD | since the start of the tax year to date for the assignment within the tax unit (Legal Employer). |
| _ASG_TU_FQTD | since the start of the fiscal quarter to date for the assignment within the tax unit (Legal Employer). |
| _ASG_TU_FYTD | since the start of the fiscal year to date for the assignment within the tax unit (Legal Employer). |
| _ASG_PKEY_YTD | since the start of the year to date for the assignment with a Payment Key. |
| _ASG_PKEY_PTD | since the start of the processing period to date for the assignment with a Payment Key. |
| _ASG_PKEY_QTD | since the start of the quarter to date for the assignment with a Payment Key. |
| _ASG_DKEY_YTD | since the start of the year to date for the assignment with a Deduction Key. |
| _ASG_DKEY_PTD | since the start of the processing period to date for the assignment with a Deduction Key. |
| _ASG_DKEY_QTD | since the start of the quarter to date for the assignment with a Deduction Key. |
| _ASG_ECODE_YTD | since the start of the year to date for the assignment with an Epigraph Code. |
| _ASG_ECODE_PTD | since the start of the processing period to date for the assignment with an Epigraph Code. |
| _ASG_ECODE_QTD | since the start of the quarter to date for the assignment with an Epigraph Code. |
| _ASG_RUN | during one payroll run for an assignment. |
| _ASG_ITD | since the start of assignment . |
| _ASG_PTD | for payroll processing period for an assignment. |
| _ASG_MONTH | since the start of the assignment calendar month to date. |
| _ASG_QTD | since the start of the assignment calendar quarter to date. |
| _ASG_YTD | since the start of payroll processing year for an assignment. |
| _ASG_FQTD | since the start of the assignment fiscal quarter to date. |
| _ASG_FYTD | since the start of the assignment fiscal year to date. |
| _ASG_TQTD | since the start of the assignment tax quarter to date. |
| _ASG_TYTD | since the start of the assignment tax year to date. |
These statutory dimensions are usually associated with predefined balances for summing balance feeds for an employee's multiple assignments.
| _PER_TU_ITD | since the start of the month to date for a person within the tax unit (Legal Employer). |
| _PER_TU_PTD | since the start of the processing period to date for a person within the tax unit (Legal Employer). |
| _PER_TU_MONTH | since the start of the month to date for the person within the tax unit (Legal Employer). |
| _PER_TU_QTD | since the start of the calendar quarter to date for the person within the tax unit (Legal Employer). |
| _PER_TU_YTD | since the start of the calendar year to date for the person within the tax unit (Legal Employer). |
| _PER_TU_TQTD | since the start of the statutory quarter to date for the assignment within the tax unit (Legal Employer). |
| _PER_TU_TYTD | since the start of the statutory year to date within the tax unit (Legal Employer). |
| _PER_TU_FQTD | since the start of the fiscal quarter to date for the person within the tax unit (Legal Employer). |
| _PER_TU_FYTD | since the start of the fiscal year to date for the person within the tax unit (Legal Employer). |
| _PER_ITD | since the start for a person. |
| _PER_PTD | since the start of the person processing period to date. |
| _PER_MONTH | since the start of the person calendar month to date. |
| _PER_QTD | since the start of the person calendar quarter to date. |
| _PER_YTD | since the start of the person calendar year to date. |
| _PER_FQTD | since the start of the person fiscal quarter to date. |
| _PER_FYTD | since the start of the person fiscal year to date. |
| _PER_RUN | during one payroll run for a person. |
| _PER_TQTD | since the start of the person tax quarter to date. |
| _PER_TYTD | since the start of the person tax year to date. |
Setting initial values for balances is an essential task for new customers migrating from other systems.
Such balances typically consist of both legislative and customer defined balances. For example, a legislative balance could be the amount of tax deducted for each employee during the tax year. A customer defined balance could be the number of vacation days taken by each employee during the calendar year.
The correct initial setting of these balances is essential for subsequent processing to be valid.
The Initial Balance Upload process allows the specification and loading of initial balances into the system. System implementers use this process once only, on migration. After that, balance maintenance is carried out automatically by Oracle Payroll.
To load initial balances into Oracle Payroll
Define an element and input value for the initial balance feed. Select the classification Balance Initialization for this element.
Set up initial balance values in the tables
PAY_BALANCE_BATCH_HEADERS
PAY_BALANCE_BATCH_LINES
For more information, see the technical essay: Balances in Oracle Payroll, Oracle HRMS Implementation Guide.
In the Submit Requests window, select Initial Balance Upload.
Run one or more of the four modes as appropriate:
Validate: checks the details in the batch to be uploaded
Transfer: creates the balances in the batch
Undo transfer: reverses the effects of a transfer
Purge: removes the batch from the batch tables
Select the batch to be processed.
Choose the Submit button.
Continue to run the process for as many modes as you require.
Oracle HRMS provides predefined elements to process the various court order deductions to meet the statutory requirements. These include:
Child Support
Spouse Alimony
Other Court Order Deductions such as Tax Debt and Social Security Debt
Child Support
The following table lists the input values for the predefined element Child Support.
| Input Value | Description |
|---|---|
| Pay Value | Input value to hold the deduction amount calculated using the predefined formula. |
| Amount | Input value to hold the amount to be deducted. |
| Period Type | Select the value from the lookup ES_ COURT_ORDER_PERIOD_TYPES. |
| Start Date | Input value to hold the date from when the court order is applicable. |
| End Date | Input value to hold the date till when the court order is applicable. |
| Reference | Input value to hold the court order reference. |
| Issuing Court | Input value to hold the court details. |
| Override Amount | Input value to hold the override value for the calculated value. |
Spouse Alimony
The following table lists the input values for the predefined element Spouse Alimony:
| Input Value | Description |
|---|---|
| Pay Value | Input value to hold the deduction amount calculated using the predefined formula. |
| Amount | Input value to hold the amount to be deducted. |
| Period Type | Select from the predefined lookup ES_ COURT_ORDER_PERIOD_TYPES. |
| Start Date | Input value to hold the date from when the court order is applicable. |
| End Date | Input value to hold the date till when the court order is applicable., if this is set then the deduction will be made up until this date. Otherwise, if this is not set then the deduction continues indefinitely |
| Reference | Input value to hold the court order reference. |
| Issuing Court | Input value to hold the court details. |
| Override Amount | Input value to hold the value that overrides the calculated value. |
Other Court Order Deductions
The following table lists the input values for the predefined element Other Court Order Deductions:
| Input Value | Description |
|---|---|
| Pay Value | Input value to hold the deduction amount calculated using the predefined formula. |
| Court Order Type | Select from the user extensible lookup ES_OTHER_COURT_ORDER_TYPES. |
| Amount | Input value to hold the amount to be deducted. |
| Period Type | Select the value from the predefined lookup ES_ COURT_ORDER_PERIOD_TYPES. |
| Start Date | Input value to hold the date from when the court order is applicable. |
| End Date | Input value to hold the date till when the court order is applicable. End date of court order, if this is set then the deduction will be made up until this date. Otherwise, if this is not set then the deduction continues indefinitely |
| Reference | Input value to hold the court order reference. |
| Issuing Court | Input value to hold the court details. |
| Override Amount | Input value to hold the value that overrides the computed pay value. |
Oracle HRMS provides predefined elements and formulas to process court order deductions.
To set up court orders
Link the following elements to your payroll.
Spouse Alimony
Child Support
Other Court Order Deductions