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
| Classification | Meaning |
|---|---|
| Balance Initialization | Balance Initialization elements are used 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 Payments | Direct Payment elements are for expenses or loans made through the payroll and are not subject to tax. They are not included in gross or net pay balances. |
| Non Taxable Earnings | Use the non-taxable earnings classification for elements that represent non-taxable payments such as reimbursements. |
| Employer Liabilities | Use the Employer Liabilities classifications for elements, which result in the employer being liable for payment. Examples are the employer component of Public Housing Fund and Social Insurances. |
| Special Payments | Use the classification for elements that represent certain special payments payable to employees as per requirements of China legislation. These are taxable payments and are categorized into
|
| Retro Special Payments | Use the Retro Special Payments classification for elements that represent certain retrospective special payments payable to employees as per the requirements of China legislation. |
| Special Additional Deductions | Use this classification for elements for any additional deduction from the taxable Income. These elements are displayed in the statement of earnings and in the pay slips. |
| Taxable Earnings | Use the Taxable Earnings classification for all elements that represent payments subject to taxation. |
| Retro Taxable Earnings | Use the Retro Taxable Earnings classification for all elements that represent retrospective payments subject to taxation. |
| Variable Yearly Earnings | Use the Variable Yearly Earnings classification for all elements that represent payments made to yearly-rated employees. |
| Retro Variable Yearly Earnings | Use the Retro Variable Yearly Earnings classification for all elements that represent retrospective payments made to yearly-rated employees. |
| Severance Payments | Use the Severance Payments classification for elements paid as a part of severance to the employee. These elements are taxable, but not as regular taxable earnings. |
| Voluntary Deductions | Voluntary Deductions elements are for deductions, such as union dues, that the employee authorizes the employer to make voluntarily on his or her behalf after tax. |
| Statutory Deductions | Statutory Deductions elements are for deductions from an employee's salary, such as public housing funds, social insurances, and tax on salary that are legislative. |
| Retro Statutory Deductions | Retro Statutory Deductions are for deductions from an employee's salary such as Retro Supplementary Medical Deduction, Retro Injury Insurance Deduction and Retro Pension Deduction. |
| Annual Bonus | Use the Annual Bonus classification to calculate the annual or year-end bonus paid to employees. |
| Retro Annual Bonus | Use the Retro Annual Bonus classification for elements that represent retrospective bonus payments to employees, in the When-Earned Case. |
| Pre Tax Non Statutory Deduction | Use Pre Tax Non Statutory Deduction for calculation of the Pre Tax non-statutory deductions. |
| Retro Pre Tax Non Statutory Deduction | Use Retro Pre Tax Non Statutory Deduction for calculation of any Pre Tax non-statutory deductions retrospectively. |
| EA ER Contribution Information | Use EA ER Contribution Information for calculation of tax on Enterprise Annuity employer contribution. |
| Taxable Benefits | Use Taxable Benefits for calculation of some benefits paid outside payroll and not included in gross pay and net pay calculation. |
The following table shows processing priority and costing details for the primary classifications supplied.
| Primary Classification | Priority Range | Default Priority | Cost Type |
|---|---|---|---|
| Balance Initialization | 0-0 | 0 | Credit |
| Information | 1-500 | 250 | Debit |
| Direct Payments | 501-1000 | 750 | Debit |
| Non Taxable Earnings | 1001-1500 | 1250 | Debit |
| Employer Liabilities | 1501-2000 | 1750 | Credit |
| Special Payments | 2001-3000 | 2500 | Debit |
| Retro Special Payments | 7001-7500 | 7250 | Debit |
| Taxable Earnings | 3001-3500 | 3250 | Debit |
| Retro Taxable Earnings | 7001-7500 | 7250 | Debit |
| Variable Yearly Earnings | 2001-3000 | 2500 | Credit |
| Retro Variable Yearly Earnings | 7001-7500 | 7250 | Credit |
| Severance Payments | 3501-4000 | 3750 | Debit |
| Voluntary Deductions | 4001-5000 | 4500 | Credit |
| Statutory Deductions | 5001-6000 | 5500 | Credit |
| Retro Statutory Deductions | 7501-8000 | 7750 | Credit |
| Special Additional Deductions | 5000-6000 | 5100 | Credit |
| Annual Bonus | 2001-3000 | 2500 | Debit |
| Retro Annual Bonus | 3001-3500 | 3250 | Debit |
| Pre Tax Non Statutory Deduction | 3250- 3750 | 3500 | Credit |
| Retro Pre Tax Non Statutory Deductions | 3250- 3750 | 3500 | Credit |
| EA ER Contribution Information | 6150-6150 | 6150 | Credit |
| Taxable Benefits | 3001-4000 | 3250 | Debit |
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 Classifications | Default |
|---|---|---|
| Annual Bonus | Severance Pay Constituents for Annual Bonus | No |
| PHF SI Constituents for Annual Bonus | No | |
| Notice Pay Constituents for Annual Bonus | No | |
| Leave Pay Constituents for Annual Bonus | No | |
| Balance Initialization | (None) | N/A |
| Information | (None) | N/A |
| Direct Payments | (None) | N/A |
| Non Taxable Earnings | Severance Pay Constituents for Non Taxable Earnings | No |
| PHF SI Constituents for Non Taxable Earnings | No | |
| Notice Pay Constituents for Non Taxable Earnings | No | |
| Leave Pay Constituents for Non Taxable Earnings | No | |
| Employer Liabilities | (None) | N/A |
| Special Payments | Festival | No |
| Thirteenth_Month | No | |
| Variable | No | |
| Sales | No | |
| PHF SI Constituents for Special Payments | ||
| Severance Pay Constituents for Special Payments | ||
| Notice Pay Constituents for Special Payments | ||
| Leave Pay Constituents for Special Payments | ||
| Retro Special Payments | (None) | N/A |
| Taxable Earnings | Severance Pay Constituents | No |
| Termination Payments | No | |
| Leave Pay Constituents | No | |
| Notice Pay Constituents | No | |
| PHF SI Constituents | No | |
| Retro Taxable Earnings | (None) | N/A |
| Variable Yearly Earnings | (None) | N/A |
| PHF SI Constituents for Variable Earnings | No | |
| Severance Pay Constituents for Variable Earnings | No | |
| Notice Pay Constituents for Variable Earnings | No | |
| Leave Pay Constituents for Variable Earnings | No | |
| Retro Variable Yearly Earnings | (None) | N/A |
| Severance Payments | (None) | N/A |
| Voluntary Deductions | Voluntary Deduction | No |
| Donations | No | |
| Statutory Deductions | (None) | N/A |
| Retro Statutory Deductions | (None) | N/A |
| Pre Tax Non Statutory Deductions | Leave Pay Deduction Constituents | N/A |
| Notice Pay Deduction Constituents | N/A | |
| PHF SI Deduction Constituents | N/A | |
| Severance Pay Deduction Constituents | N/A | |
| Termination Pay Deduction Constituents | N/A | |
| Retro Pre Tax Non Statutory Deductions | None | N/A |
| EA ER Contribution Information | None | N/A |
The following table lists the predefined elements used in Oracle HRMS for China:
| Element Name | Description |
|---|---|
| Apply Annual Exemption | Created for eligible employees who opt for annual exemption |
| Tax Exemption from Year Start | Created for a new employee only who is paid for first time in the year |
| Enterprise Annuity Information | Created for the information related to Enterprise Annuity in China |
| Enterprise Annuity Deduction | Created for deduction for Enterprise Annuity in China |
| Enterprise Annuity ER Contribution | Created for the employer contribution for Enterprise Annuity in China |
| Retro Enterprise Annuity Deduction | Created for retrospective change to enterprise annuity deduction as processed in the retro period |
| Retro Enterprise Annuity ER Contribution | Created for retrospective change for enterprise annuity as processed in the retro period |
| Tax Report Information | Created for Tax Report Information |
| Taxation Information | Created for the Taxation Information |
| Special Payments Separate | Created for the Special Payments Separate |
| Special Payments Spread | Created for the Special Payments Spread |
| Current Year Variable Earnings | Created to hold the Current Year Variable Earnings |
| Previous Year Variable Earnings | Created to hold the Previous Year Variable Earnings |
| Injury Insurance ER Contribution | Created to hold the employer contribution towards Injury Insurance |
| Maternity Insurance ER Contribution | Created to hold the employer contribution towards Maternity Insurance |
| Medical ER Contribution | Created to hold the employer contribution towards Medical Insurance |
| PHF ER Contribution | Created to hold the employer contribution towards Public Housing Fund |
| Pension ER Contribution | Created to hold the employer contribution towards Pension |
| Supplementary Medical ER Contribution | Created to hold the employer contribution towards Supplementary Medical Insurance |
| Unemployment Insurance ER Contribution | Created to hold the employer contribution towards Unemployment Insurance |
| Retro Medical ER Contribution | Created to hold the Retro Medical Employer Contribution |
| Retro Unemployment Insurance ER Contribution | Created to hold the Retro Unemployment Insurance Employer Contribution |
| Retro Injury Insurance ER Contribution | Created to hold the Retro Injury Insurance Employer Contribution |
| Retro Maternity Insurance ER Contribution | Created to hold the Retro Maternity Insurance Employer Contribution |
| Retro PHF ER Contribution | Created to hold the Retro Public Housing Fund Employer Contribution |
| Retro Pension ER Contribution | Created to hold the Retro Pension Employer Contribution |
| Retro Supplementary Medical ER Contribution | Created to hold the Retro Supplementary Medical Employer Contribution |
| Special Payments Normal | Created to hold the Special Payments Normal |
| Leave Compensation | Created to hold the Leave Compensation |
| Pay in lieu of Short Notice | Created to hold the Pay in lieu of Short Notice |
| Retro Special Payments Normal WP | Created to hold the Retro Special Payments Normal When Paid |
| Severance Payments | Created to hold the Severance Payments |
| PHF Deduction | Created to hold the Public Housing Fund Deduction |
| Pension Deduction | Created to hold the Pension Deduction |
| Medical Deduction | Created to hold the Medical Deduction |
| Supplementary Medical Deduction | Created to hold the Supplementary Medical Deduction |
| Unemployment Insurance Deduction | Created to hold the Unemployment Insurance Deduction |
| Injury Insurance Deduction | Created to hold the Injury Insurance Deduction |
| Maternity Insurance Deduction | Created to hold the Maternity Insurance Deduction |
| Taxation Deduction | Created to hold the Taxation Deduction |
| Separate Taxation Deduction | Created to hold the Separate Taxation Deduction |
| Severance Taxation Deduction | Created to hold the Severance Taxation Deduction |
| Tax Variable Deduction | Created to hold the Tax Variable Deduction |
| Tax Report Information YTD | Created to hold the YTD values for calculating income tax |
| Retro Tax Variable Deduction | Created to hold the Retro Tax Variable Deduction |
| Retro Supplementary Medical Deduction | Created to hold the Retro Supplementary Medical Deduction |
| Retro Injury Insurance Deduction | Created to hold the Retro Injury Insurance Deduction |
| Retro Unemployment Insurance Deduction | Created to hold the Retro Unemployment Insurance Deduction |
| Retro Maternity Insurance Deduction | Created to hold the Retro Maternity Insurance Deduction |
| Retro Pension Deduction | Created to hold the Retro Pension Deduction |
| Retro Medical Deduction | Created to hold the Retro Medical Deduction |
| Retro PHF Deduction | Created to hold the Retro PHF Deduction |
| Retro Taxation Deduction | Created to hold the Retro Taxation Deduction |
| Retro Separate Taxation Deduction | Created to hold the Retro Separate Taxation Deduction |
| Retro Special Payments Normal WE | Created to hold the Retro Special Payments Normal When Earned |
| Retro Special Payments Separate WE | Created to hold the Retro Special Payments Separate When Earned |
| Retro Special Payments Spread WE | Created to hold the Retro Special Payments Spread When Earned |
| Retro Special Payments Separate WP | Created to hold the Retro Special Payments Separate When Paid |
| Retro Special Payments Spread WP | Created to hold the Retro Special Payments Spread When Paid |
| PHF Information | Created to hold the Public Housing Fund Information |
| Pension Information | Created to hold the Pension Information |
| Medical Information | Created to hold the Medical Information |
| Supplementary Medical Information | Created to hold the Supplementary Medical Information |
| Unemployment Insurance Information | Created to hold the Unemployment Insurance Information |
| Injury Insurance Information | Created to hold the Injury Insurance Information |
| Maternity Insurance Information | Created to hold the Maternity Insurance Information |
| Retro Current Year Variable Earnings WP | Created to hold the Retro Current Year Variable Earnings When Paid |
| Retro Previous Year Variable Earnings WP | Created to hold the Retro Previous Year Variable Earnings When Paid |
| Retro Current Year Variable Earnings WE | Created to hold the Retro Current Year Variable Earnings When Earned |
| Retro Previous Year Variable Earnings WE | Created to hold the Retro Previous Year Variable Earnings When Earned |
| Tax on EA ER Contribution | Created to hold the Tax amount on Enterprise Annuity employer contribution |
| EA ER Contribution to Personal Account | Created to hold the Net Enterprise Annuity employer contribution to be credited to the employee's personal account |
| Retro Enterprise Annuity Deduction WP | Created to hold the Retro Enterprise Annuity Deduction Tax When Paid |
| Retro Enterprise Annuity ER Contribution WP | Created to hold the Retro Enterprise Annuity ER Contribution Tax When Paid |
| Retro Injury Insurance Deduction WP | Created to hold the Retro Injury Insurance Deduction Tax When Paid |
| Retro Injury Insurance ER Contribution WP | Created to hold the Retro Injury Insurance Employer Contribution Tax When Paid |
| Retro Maternity Insurance Deduction WP | Created to hold the Retro Maternity Insurance Deduction Tax When Paid |
| Retro Maternity Insurance ER Contribution WP | Created to hold the Retro Maternity Insurance Employer Contribution Tax When Paid |
| Retro PHF Deduction WP | Created to hold the Retro PHF Deduction Tax When Paid |
| Retro PHF ER Contribution WP | Created to hold the Retro PHF Employer Contribution Tax When Paid |
| Retro Pension Deduction WP | Created to hold the Retro Pension Deduction Tax When Paid |
| Retro Pension ER Contribution WP | Created to hold the Retro Pension Employer Contribution Tax When Paid |
| Retro Supplementary Medical Deduction WP | Created to hold the Retro Supplementary Medical Deduction Tax When Paid |
| Retro Supplementary Medical ER Contribution WP | Created to hold the Retro Supplementary Medical Employer Contribution Tax When Paid |
| Retro Unemployment Insurance Deduction WP | Created to hold the Retro Unemployment Insurance Deduction Tax When Paid |
| Retro Unemployment Insurance ER Contribution WP | Created to hold the Retro Unemployment Insurance Employer Contribution Tax When Paid |
| Retro Taxable Medical Contribution WP | Created to hold the Retro Taxable Medical Contribution Tax When Paid |
| Retro Taxable PHF Contribution WP | Created to hold the Retro Taxable PHF Contribution Tax When Paid |
| Retro Taxable Pension Contribution WP | Created to hold the Retro Taxable Pension Contribution Tax When Paid |
| Retro Taxable Unemployment Contribution WP | Created to hold the Retro Taxable Unemployment Contribution Tax When Paid |
| Retro SPHF Deduction | Created to hold the Retro SPHF Deduction |
| Retro SPHF Deduction WP | Created to hold the Retro SPHF Deduction When Paid |
| Retro SPHF ER Contribution | Created to hold the Retro SPHF Employer Contribution |
| Retro SPHF ER Contribution WP | Created to hold the Retro SPHF Employer Contribution When Paid |
| Retro Taxable SPHF Contribution | Created to hold the Retro Taxable SPHF Contribution |
| Retro Taxable SPHF Contribution WP | Created to hold the Retro Taxable SPHF Contribution When Paid |
| SPHF Deduction | Created to hold the SPHF Deduction |
| SPHF ER Contribution | Created to hold the SPHF Employer Contribution |
| SPHF Information | Created to hold the SPHF Information |
| Taxable SPHF Contribution | Created to hold the Taxable SPHF Contribution |
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.
Important: You cannot have two or more elements with the same primary balance. This setup will cause incorrect elements to show up on reports or Statement of Earnings when the process uses balance reporting architecture.
You define primary balance using the following navigation:
Balance window (Total Compensation > Basic > Balance):
You define primary balance by selecting an element and an input value in the Primary Balance region in the Balance window. This type of balance is fed by a single element and can only be inserted if no balance feeds exist for the balance, with the exception of Balance Initialization feeds. When you create a primary balance, the associated feed is created automatically. No other feeds can be created for the balance. Note that if the Primary Balance region is disabled, then the primary balance functionality is not enabled for that localization.
Earnings or Deductions window:
When you create a balance, the balance gets created with name same as that of the element and the element input "Pay Value" gets added as a feed to this balance. This balance is considered as a Primary Balance for this element and can be seen from the Primary Balance field in the Element Description, Further Information window. Changing this Primary Balance in the Further Element Information will result in incorrect values to be reported. For example, Statement of Earnings (SOE) is designed to display the values based on the Primary Balance associated with the elements that are processed.
The following dimensions are predefined. You can create additional dimensions at the assignment level, if you require them.
These statutory dimensions are normally used for summing balance feeds for single assignments to predefined balances.
You can view assignment-level balances within a Legal Employer (indicated by ER in the balance dimension name), and assignment-level balances within the Jurisdiction (indicated by JUR in the balance dimension name).
| _ASG_RUN | during one payroll run |
| _ASG_MTD | since the start of this month |
| _ASG_PTD | since the start of this payroll processing period |
| _ASG_QTD | since the start of tax year, reset every three months |
| _ASG_YTD | since the start of the payroll processing year |
| _ASG_PYEAR | for the previous calendar year, i.e. January to December |
| _ASG_LTD | since the start of the assignment to date |
| _ASG_FY_QTD | since the start of the fiscal year, reset each fiscal quarter |
| _ASG_FY_YTD | since the start of the fiscal year, reset each fiscal year |
| _ASG_PMTH | for the previous month |
| _ASG_P12MTH | for the previous month and the next twelve months thereafter |
| _ASG_ER_MTD | since the start of this calendar month |
| _ASG_ER_PTD | since the start of this payroll processing period |
| _ASG_ER_QTD | since the start of the tax year, reset every three months |
| _ASG_ER_RUN | for this payroll run |
| _ASG_ER_YTD | since the start of the payroll processing year |
| _ASG_ER_LTD | since the start of the assignment to date |
| _ASG_ER_FY_QTD | since the start of the fiscal year, reset each fiscal quarter |
| _ASG_ER_FY_YTD | since the start of the fiscal year, reset each fiscal year |
| _ASG_ER_JUR_RUN | for this payroll run |
| _ASG_ER_JUR_PTD | since the start of this payroll processing period |
| _ASG_ER_JUR_MTD | since the start of this month |
| _ASG_ER_JUR_QTD | since the start of tax year, reset every three months |
| _ASG_ER_JUR_YTD | since the start of the payroll processing year |
| _ASG_ER_JUR_LTD | since the start of the assignment to date |
This is a special 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 |