Oracle Human Resources Management Systems Payroll Processing Management Guide (US)

Reporting Families First Coronavirus Relief Act (FFCRA) and the Coronavirus Aid, Relief, & Economic Security (CARES) Act Payments and Social Security Tax Deferrals

Setting Up Portland Metro Supportive Housing Services Income Tax Deductions

Setting Up Preschool for All Tax (PFA Tax) Deduction

Setting Up Seattle Employer Payroll Expense Tax Deductions

Taxability Rules for Earnings and Deductions Categories

Supplemental Tax Calculation Methods

Rules for Workers Compensation

Viewing Active and Inactive Tax Records

Update Tax Records After Location Address Change

Adjusting Percentage Tax Rules

Creating Local Taxability Rules

Setting Up Tax Exemption Rules

Changing Taxability Rules for an Earnings Type

Changing Taxability Rules for a Pre-Tax Deduction

Ending Local Taxability Rules

Entering City Tax Rules

Entering County Tax Rules

Entering Local Employer (ER) Tax Rules for a GRE

Entering Federal Tax Rules for an Employee

Entering Federal Tax Rules for a GRE

Entering Local Tax Rules for a GRE

Entering State Tax Rules for an Employee

Entering State Tax Rules for a GRE

Updating Local Taxability Rules

Copying Taxability and Wage Attachment Rules

GRE: Defining a Supplemental Tax Calculation Method for a Supplemental Earnings Category

Defining the US Tax Calculation Method Element Extra Information Type

Defining a Supplemental Tax Calculation Method for an Assignment Element Entry

Running the Supplemental Calculation Methods Report Program

Enhanced Multi Jurisdiction Taxation Overview

Setting up Enhanced Multi Jurisdiction Taxation

Wage Accumulation using the Enhanced Tax Interface

Using the Enhanced plus Wage Accumulation Tax Interface

Resident Wage Accumulation Scenarios

Setting Up Wage Accumulation

Running the Select Tax Interface Program

Introduction to Balance Adjustment

Adjust Tax Balance and Adjust Balance Forms

Reasons For Balance Adjustments

Contact for Vertex's PayrollTax(tm) Calculation and Quantum for Payroll Tax System

Geocodes

Automated User Creation of JIT-Geocode Data

Tax Balances Form

Tax Balances Summary

Using Direct Balances for Federal Taxes

Tax Balances

Tax Balancing Guide

Setting Up the Tax Balance Adjustment Elements

Performing Balance Adjustments

Adjusting Employee Withheld Balances Only

Viewing Tax Balances

Viewing a Tax Balances Summary

Adding New Tax Information for an Existing Geocode

Balance Adjustment Elements for the PA Act 32 PSD Balances

Workers Compensation in Oracle Payroll

Payroll Exposure

WC Code Overrides

Default Worker's Compensation Code Mapping

WC Elements and Formulas in Oracle Payroll

Calculating Employer and Employee Contributions

Decisions Regarding WC Elements and Formulas in Oracle Payroll

Worker's Compensation Assessment Fee

Creating Default Workers Compensation Code Mapping

Setup Steps for Workers Compensation Calculations

Exempting Employees from Workers Compensation

Associating WC Codes with Rates

Entering WC Codes, Payroll Exposure Rules, and Surcharges

Entering a WC Override Code

Defining Action Parameter Group for US HR and Payroll Reports

DCIA Garnishment

Implementing DCIA Garnishments

End of Year Processing

State Formats for Report Submission

Year End Return Due Dates

Year Begin Processing

Pre-Archival Reports

Clear SUI Wage Base Overrides Process

Resolving Unacceptable Balances

Unacceptable Tax Balance Report

Employee Self Service W-4 Checking

Running the Year Begin Process

Running the Unacceptable Tax Balance Report

Running the Tax Form Audit Report

Running the Tax Form Exceptions Report

Running the Invalid Address Information Report (US)

Over Limit Report

Running the Over Limit Report

Electronic Media State Quarterly or Monthly Wage Listings

Multiple Worksite Reporting

Entering S Record Data for Employees

Entering N Record Data for the State of Georgia

Entering Job Definition for the SPWL Report

Entering Out of State Wage Indicator for SPWL Reports

Setting Up Data to Generate Arizona SPWL Reports in the AZURE File Format

Running the State Periodic Wage Listing (Enhanced) Process

Changing a State Periodic Wage Listing (Enhanced) Report

Multiple Worksite Reporting for the SPWL Process

Entering Multiple Worksite Report for SPWL Process Parent Entity Data

Setting Up and Running the Multiple Worksite Report for SPWL Process

Submitting the Multiple Worksite Report for the SPWL Process

Rolling Back the Multiple Worksite Report for the SPWL Process Data

Resubmitting the Multiple Worksite Report for the SPWL Process

Running the Rollback US SPWL Process

Running the State Quarterly Employee SUI Wages Report

Quarterly Federal Tax Returns

Reporting Quarterly Federal Tax Returns

GRE Totals Reporting

Running the GRE Totals Report

Federal and State Tax Remittance Report

Running a Federal and State Tax Remittance Report

Local Tax Remittance Reporting

Running a Local Tax Remittance Report

Running the Employee Periodic Detail Report

Employee Run Results Report

Entering Information for the PSD Periodic Wage Listing Report Process

Setting Up Multiple Transmitter GREs for the PSD Periodic Wage Listing Report

Running the PSD Periodic Wage Listing Report Process

Running the PSD Code Upgrade Process

Determining How to Handle Employees with Invalid PSD Codes in Year End Reports

Payroll Register Report

Running the Payroll Register Request Set

Payroll Activity Report

Running the Payroll Activity Request Set

Year End Pre-Process

Out of Balance Conditions in State and Federal W-2 Reports

Managing the Year End Pre-Process

Identifying Missing Employees to Add to the Year End Preprocess

Verifying Employee Federal, State, and Local Balances

Post-Archive Reports

Year End Negative Balances Report

Year End Archive Missing Assignments Report

Adding Assignment Actions To The Year End Pre-Process

Running the Year End Negative Balances Report

Running the Year End Archive Missing Assignments Report

Running the Add Assignment Actions To The Year End Pre-Process Process

Reporting Retirement Income Distributions

Form 1099-R Box Information

Form 1099-R Distribution Codes

Defining 1099-R Reporting Rules

Paper 1099-R Requirements

1099-R Register Reporting

1099R Exception Register

Reporting Multiple Distribution Codes for a Retiree

Running the Federal 1099R Magnetic Report

Running a State 1099R Magnetic Report

Generating Paper 1099-Rs for Individual Employees

Running the 1099R Information Return PDF

Running the 1099R Register Report

Running the 1099R Exception Register Report

Running the 1099R Corrections Pre-Process

Running the Corrected 1099R Information Return - PDF

Running the Corrected Federal 1099R Magnetic Report

Running the Year End Pre-Process Re-Archive (ER info only) Process for 1099R

Oracle Business Intelligence Publisher Templates for US Payroll

Setting Up Custom BI Publisher Templates for Payroll

Federal and State Magnetic W-2 Reporting

State Paper W-2 Reporting

Local Magnetic W-2 Reporting

Local Year End Interface Extract

Taxation of Group Term Life Insurance Coverage

Elective Deductions for Returning Veterans (USERRA Compliance)

Employee Verification Service

Pennsylvania Employee SUI Reporting on W-2

Profile Options for Employee W-2s (Online and Paper)

Employee Paper W-2s

Employee Online W-2s

Outsourcing the Printing of Employee W-2s

Agent 2678 Filer Support

Form W-2 Box Information

Balances for W-2 Box 12

Balances for W-2 Box 14

W2 Register Reporting

W2 Exception Register Reporting

Setting Up an Agent 2678 Filer for W-2 Reporting

Populating Box 12 with Taxes Due for Group Term Life Insurance

Feeding Balances for W-2 Box 13 and Box 14

Populating Box 14 with Additional Information

Setting up Elective Deductions for Returning Veterans (USERRA Compliance)

Identifying a GRE

Defining the New Jersey Disability Insurance Private Plan ID

Defining the New Jersey Family Leave Insurance Private Plan ID

Allocating the New Jersey Annual $3 Employee Fee

Adding Maryland State Retirement Fund Contributions

Verifying Employee Names and Social Security Numbers

Setting Up Multiple Transmitter GREs for the Federal or State W-2 and Federal W-2c Reporting

Running a Federal W-2 Magnetic Media Report

Running a State W-2 Magnetic Media Report

Running the Rollback US State W-2 Process

Running a State Paper W-2 Report for Employers

Running a Local Magnetic W-2 Report for Employers

Running the Local Year End Interface Extract

Running a Federal Paper W-2 PDF for Employees

Exporting a Federal W-2 Report for Employees in XML Format

Running a Puerto Rico W2 Request Set for Employees

Running the Year End Pre-Process Re-Archive (ER info only) Process

Rolling Back a Magnetic Report

Retrying a Magnetic Report

Running the W2 Register Report

Running the W2 Exception Register Report

W-2c Pre-Process

Paper W-2c Reporting

Mark Paper W-2c and Exclude From Future Tapes

Federal W-2c Magnetic Media

Running the W-2c Pre-Process

Running the W-2c Report

Running the Mark Paper W-2c and Exclude From Future Tapes Request Set

Running a Federal W-2c Magnetic Media Report

Running a State W-2c Magnetic Media Report

Running the Employee W-2c PDF Process

Running the Employee W-2c Details Report

Printing Reports Using the PASTA Printer Driver

Viewing Archived Data

Producing Magnetic Tapes

Discoverer Reports for Payroll Statutory Deductions and Reporting

Payroll Federal Tax Archive Summary (US)

Payroll State Tax Archive Summary (US)

Payroll Local Tax Archive Summary (US)

Payroll Processing and Analysis

Payroll Processing and Analysis Overview

Payroll Processing and Analysis

Process Part of a Payroll

Continuous Calculation

Event Group Qualification

Payroll Process Workflow

Payroll and Compensation Processes for Employees with Multiple Assignments

Using the Payroll Process Workflow

Starting a Payroll Run

Setting Up Continuous Calculation

Running the Continuous Calculation Process

Running QuickPay

Running the Generate Run Balances Process

Performing Run Balance Diagnostics

Adjusting Run Balances

Changes to Earnings or Deductions Before a Run

Reviewing Earnings and Deductions Balances

Entering One-Time Changes Before a Run

Assigning an Overtime Period to an Employee

Defining an Overtime Period

Employees Not Paid Request Set

Managing the Payroll Archive

Defining the Profile Option to Generate Payslips for Employees with Zero Net Pay

Running the Periodic Tax Filing Interface

Listing Assignments Not Picked Up by a Payroll Run

Earnings Audit

NACHA Process

NACHA Report

Setting up the TIAA CREF OPS Layout

Running the TIAA-CREF OPS Layout Report

Running the Payments Register Reports

Running the Third Party Payment Register Report

Listing Voided Payments

Calculating Alien Retroactive Benefits

Calculating Alien Retroactive Benefits Losses

Post-Processing for a Payroll

Third-Party Payments Rollup for US Payroll

Generic Upgrade Mechanism Overview

Data Locks for Payroll Processes

Deductions Reporting

Running Post-Run Processes for QuickPay

Viewing Payroll Process Results

Printing the Payslip

Deposit Advice Process

Deposit Advice (XML) Process

Defining the Profile Option for Pay Annualization

Running the PrePayments Process

Running the Third Party Prepayments Rollup Process

Running the Third Party Prepayments Rollup Details Process

Processing Third-Party Check Payments Rollup for US Payroll

Running the Cheque/Check Writer Process

Running the Check Writer (XML) Process

Running the Third Party Check Writer (XML) Process

Running the Void Cheque/Check Payments Process

Reissuing a Voided Cheque/Check

Reissuing Voided Checks with a Different Check Date

Running the Void Payments Report

Running the Payroll Cheque/Check Payment Report

Viewing Non-Tax Deductions

Making External/Manual Payments

Running the Generic Upgrade Mechanism Process

Overview of RetroPay Processing

When to Run the RetroPay Process

Troubleshooting RetroPay

Setting Up the Retro-Notifications Report

Setting Up Enhanced RetroPay with Component Usages and Element Time Spans

Setting Up Overlapping RetroPay Using Balance Adjustments

Understanding the Sequence of Your RetroPay Activities

Viewing RetroPay Status and History

Viewing RetroPay Enhanced Results

Running the Retro-Notifications Report (Enhanced and Enhanced PDF)

Running Enhanced RetroPay

Running Quick RetroPay

Payroll Exception Reporting: Overview

Examples of Exception Report Setup

Running the Payroll Message Report

Reconciling Payments

Setting Up Exception Reports

Grouping Exception Reports

Running an Exception Report, or Exception Report Group

Correction of Run Results: Rollbacks

Correction of Run Results: Retries

Correction of Run Results: Reversals

Marking and Retrying Payroll Runs and Other Processes

Marking a Group of Employee Assignments for Retry

Correcting Run Results: Reversals

Running the Batch Reversals Process

Retrying a Payroll Run or Other Payroll Process

Rolling Back Payroll Runs and Other Processes

Rolling Back a Process from the Payroll Processes Window

Rolling Back a Process from the Submit Requests Window

Rolling Back a Process from the Assignment Processes Window

Setting Up the Payroll Purge Process

Running the Upgrade Action Contexts Process

Running the Purge Preparation Phase

Running the Purge Deletion Phase

Running the Purge Process Events Process

Costing Detail Workbook

Costing Summary Workbook

Element Detail Workbook

Element Link Detail Workbook

Employee Assignments Without Payroll Workbook

Employee Assignments Not Processed Workbook

Employee Payment Methods Workbook

Organization Payment Methods Workbook

Payroll Message Workbook

Payroll Event Rules

Payroll Event Rules Overview

Payroll Event Rules

Database Triggers

Process Parameters

Defining Dynamic Triggers

Grouping Dynamic Triggers into Legislative Functional Areas

Making Table Event Updates

Maintaining Parameters and Parameter Groups for Payroll Processes

HRMS Glossary

Index

Oracle Human Resources Management Systems Payroll Processing Management Guide (US)

Contents