Oracle HRMS enables you to view the online statement of earnings (SOE). To enable the correct display of values on your statement of earnings, you must complete each of these setup steps.
To set up the global statement of earnings:
Create a user category through the lookup SOE_USER_CATEGORY.
See: Creating User Types and Statuses, Oracle HRMS Enterprise and Workforce Management Guide
Set the value of the user category that you created as the profile value for the profile PAY: Statement of Earnings User Category.
See: User Profiles, Oracle HRMS Configuring, Reporting, and System Administration Guide
Add the predefined element sets for your earnings and deductions to the SOE Information EIT at the business group level.
For Canadian and US users only: SOE Information functionality is not available for Canadian and US legislations.
Swedish users only: Ensure that you have enabled your elements to display a code. You do this at the business group level by entering Extra Element Details for each element. When you select the EIT, you can make a further selection of Element Name, and specify a code for your selected element. This ensures that your SOE displays the element code in the earnings, deductions, and information regions.
Create an element set containing all the elements that you want to see displayed in the information region of the SOE.
For South Africa only: The Information region has been renamed to Fringe Benefits and Other Non Payments region. You use the predefined ZA SOE Fringe Benefits and Other Non Payments element set to display information in that region. You enter this element set in the Elements 3 field when you define your SOE Information at business group level.
The South African localization does not use balance attribution.
Users should now restart the Apache server as instructed in the final step.
Complete the SOE Detail Information EIT by adding the elements in your element set, and the SOE display balances to the EIT at the business group level.
Link the predefined SOE balance attribute to your business group. The attribute name is likely to have a leading localization code followed by the stem _SOE_BALANCE_ATTRIBUTES.
Define the attributes for your SOE balances.
Restart the Apache server and then check the SOE to ensure that the SOE displays the requirements that you selected.
You use this process to determine how your statements of earnings are displayed. You have a choice of the forms-based SOE, or the global SOE which is framework-based and readily customizable. You can either:
Enable the global SOE if you want to override the forms-based default
Disable the global SOE if you prefer to continue using the old forms-based format.
You run the Enable or Disable Global SOE process from the Submit Request window.
To run the Enable or Disable Global SOE
Select the Enable or Disable Global SOE process in the name field.
Enter whether you want to Disable or Enable the Global SOE in the parameters window.
Click OK and choose the Submit button.
Oracle Payroll enables you to view an employee's statement of earnings (pay advice) without having to run the Pay Advice report.
You do this using the Statement of Earnings window.
There are various ways to access statement of earnings information. The information displayed may vary depending on whether you have run the PrePayments process or just a payroll run.
The information displayed in the Statement of Earnings window reflects the information in the printed pay advice.
The payroll run generates four types of Statement of Earnings (SOE):
Master Assignment Action SOE for each employee and shows aggregate Year to Date balances
Regular Payroll Run SOE for each employee and shows Period to Date and Year to Date balances
Separate Check SOE only if employee has an element with Separate Check input value set to Yes
Tax Separate Run SOE if employee has an element(s) with any of the following input values:
Separate Check set to Yes
Tax Separately set to Yes
Deduction Processing is set to other then All
Canada only: The Payroll Run SOE displays one "Master Assignment Action" master record and multiple records with second and third layer run types.
If you are processing Multiple Assignment Payments, then the PrePayment Statement of Earnings displays consolidated earnings and deductions information. The header information displayed on the Statement of Earnings is obtained from the primary assignment; however, if this assignment is not processed, then the header information is taken from the first assignment processed in the PrePayment process.
To view the last payroll with PrePayments run against it
Perform one of the following:
Select View | Statement of Earnings.
From the Assignment window, choose Others and select Statement of Earnings.
Choose the Statement of Earnings window in Fastpath.
To view the most recently run QuickPay results
From the Assignment window, choose Others and select QuickPay.
Choose View Results, and select Statement of Earnings from the View Results window.
To view the statement of earnings information without running PrePayments
See Viewing Assignment Process Results for an Assignment or Viewing Assignment Process Results for a Payroll Assignment.