Oracle Payroll enables you to calculate an employer's tax liability and deduct the appropriate sums from employee earnings. You can calculate employer and employee tax liabilities for all the taxes and statutory deductions that are applicable to your country. For example, this includes employer liability for state taxes such as State Unemployment Insurance and employee liability for federal, state and local taxes in the US, PAYE and NIC in the UK, PAYE, PRSI and USC in Ireland, Social Security, Unemployment and Complementary Pension in France, Standard and Special tax and Social Insurance in the Netherlands, and so on.
In each instance, Oracle Payroll enables you to enter details of the tax liability and process it at regular intervals.
See: Reports and Processes in Oracle HRMS, Oracle HRMS Configuring, Reporting, and System Administration Guide
Oracle Payroll allows you to process tax and insurance deductions for employers and employees, and helps you comply with the legislative requirements applying to your organization.
Yes. Oracle Payroll supports many country specific models of taxation, including the local, federal and state tax requirements of organizations operating in the US.
Yes. You can calculate taxes for different types of employer to represent the diversity of your organization. You can also make retrospective adjustments to allow for overpayments and underpayments.
Yes. The details of taxation policy and social security entitlements are constantly changing, but Oracle Payroll is always promptly updated so that your processing includes the most recent updates.
Yes. EDI allows two-way electronic transmission of documents between the Inland Revenue and employers. Oracle UK Payroll has developed a specified formatted file that, if used in conjunction with third party software, can be transmitted electronically to the Inland Revenue.
You can use Oracle HR to update your records throughout the year to show all the Class 1A National Insurance contributions for which your organization is liable. You can make this information available to employees so that they can preview their NI liabilities. You can then generate a report to view the final details and you can submit the complete and validated records to the Inland Revenue to comply with all reporting requirements.
Oracle HRMS for Japan calculates monthly salaries, bonuses, Geppen/Santei, Year-End-Adjustment, Re-Year-End-Adjustment and Termination/Retirement in line with Japanese Legislative requirements.
Oracle HRMS for Japan supports the submission of a number of reports for Social Insurance and Tax to the respective insurance and Tax Offices.
You run this process when you want to make regular monthly earnings payments to employees.
You run this process in the Submit Requests window.
To run the Payroll Run (Salary) Process
In the Name field, select Payroll Run (Salary). The Parameters window opens.
Select the payroll for which you want to run this process.
The consolidation set, payroll period and pay day appear by default for the selected payroll.
Optionally select an assignment set.
Select the action parameter group. If you define the action parameter group in the Profile Option HR: Action Parameter Group Name, it displays as default value. By grouping action parameter, you can set the required parameter and optimal values for each concurrent program, and as a result, for fine performance tuning.
Select the Employment Insurance Rate Effective Date when required. This option enables you to define the effective date for the employment insurance rate when it should not be as of process date. For example, for the payroll the monthly salary gets paid for previous month, the application refers to the rate process date in April YYYY for monthly salary for March paid in April YYYY. However, if there are new rate changes effective from 04/01/YYYY, the rate before change may want to be referred because it's the monthly salary for March. In such case the users would define the date before 03/31/20x1.
Select the Dependents Effective Date when required. This option enables you to define the effective date for the dependent information when it should not be the Date Earned. For example, for the payroll the monthly salary gets paid for previous month, the application refers to the dependent information as of 12/31/20x1 for monthly salary for December paid in January YYYY. However, if there are new legislative changes effective from 01/01/20x2, the information after 01/01/20x2 should be referred because the payment date is in January 20x2. In such case, you would define the date after 01/01/20x2..
Note: This option works only when [Report] Extra Contact Info [Payroll] Extra Contact Info is selected for the income tax dependent reference type in Business Group or Payroll.
Run this process while making bonus payments to your employees.
You run the Payroll Run (Bonus) process from the Submit Requests window.
To run the Payroll Run (Bonus) Process
Select the payroll.
The consolidation set appears automatically for the selected payroll.
Select the target date when you want to process the bonus payments. The application uses the Target date for Database items in Formulas, Formula process rule - Database items of Assignment set if ASSIGNMENT_SET_DATE = 'D' in PAY_ACTION_PARAMETERS
Select the pay date when you want to pay employees. The application uses the Payment date Global values, Balance values and tables in formula. This application uses the date as of Payment Date.
Select an assignment set if you want to restrict running the bonus payroll to a particular assignment set.
Select an action parameter group. If you define the action parameter group in the Profile Option HR: Action Parameter Group name, it is displayed as default value. By grouping action parameter, you can set the required parameter and optimal values for each concurrent program, for fine performance tuning.
The computation period displays automatically as 6. You can change a number 1-12 when required. This defines which income tax rate table (bonus or monthly salary) will be used in the calculation.
Select the Employment Insurance Rate Effective Date when required. This option allows the users to define the effective date for the employment insurance rate when it should not be as of process date.
Select the Dependents Effective Date when required. This option allows the users to define the effective date for the dependent information when it should not be the Date Earned.
Note: This option works only when [Report] Extra Contact Info [Payroll] Extra Contact Info is selected for the income tax dependent reference type in Business Group or Payroll.
Specify Yes or NO if SI – Summarize Bonus is paid in the same month. If you select yes, the health insurance premium amount, welfare pension insurance premium amount and max limit amount of the standard bonus are calculated and validated based on the total amount of bonuses in the month. If you select no, then those are calculated and validated based on the individual bonus, even though they get paid multiple bonuses in the month.
Click OK and then Submit.
You run the Special Bonus process when an employee receives bonus more than four times in a year.
You run the Payroll Run (Special Bonus) process from the Submit Requests window.
To run the Payroll Run (Special Bonus) Process
In the Name field, select Payroll Run (Special Bonus). The Parameters window opens.
Select the payroll for which you want to run this process.
The consolidation set appears by default for the selected payroll.
The target date and pay day display the current system date. You can change if required.
Select the assignment set.
Select the action parameter group. If you define the action parameter group in the Profile Option HR: Action Parameter Group Name, it displays as default value. By grouping action parameter, you can set the required parameter and optimal values for each concurrent program, and as a result, for fine performance tuning.
The computation periods display a value of 12 by default. You can change a number 1-12 when required. This defines which income tax rate table (bonus or monthly salary) will be used in the calculation.
Select the Employment Insurance Rate Effective Date when required. This option allows the users to define the effective date for the employment insurance rate when it should not be as of process date.
Select the Dependents Effective Date when required. This option allows the users to define the effective date for the dependent information when it should not be the Date Earned.
This option works only when [Report] Extra Contact Info [Payroll] Extra Contact Info is selected for the income tax dependent reference type in Business Group or Payroll
Click OK and then Submit.
You run this process to pay the retirement money to employees retiring from your organization.
You run this process from the Submit Requests window.
To run the Payroll Run (Retirement Money) process
In the Name field, select Payroll Run (Retirement Money). The Parameters window opens.
Select the payroll for which you want to run this process.
The consolidation set appears by default for the selected payroll.
The system date appears by default in the target date field.
The system date appears by default in the pay day field.
Select the assignment set.
Select the action parameter group. If you define the action parameter group in the Profile Option HR: Action Parameter Group Name, it displays as default value. By grouping action parameter, you can set the required parameter and optimal values for each concurrent program, and as a result, for fine performance tuning.
Click OK and then Submit.
You run this process to create payroll data for reporting purposes.
You run the Japan, Create Payroll Data for use in Reporting Form process from the Submit Requests window.
To run the Japan, Create Payroll Data for use in Reporting Form process
In the Name field, select Japan, Create Payroll Data for use in Reporting Form. The Parameters window opens.
Enter the start date from when you want to create the payroll data.
The current system date appears by default as the end date.
Select the payroll to create data for only those employees who belong to the selected payroll.
The consolidation set appears automatically for the selected payroll.
Click OK and then Submit.
You run this process for generating the payslip for self service users.
You run the JP Payslip Generation – Self Service process from the Submit Requests window.
To run the JP Payslip Generation – Self Service process
In the Name field, select JP Payslip Generation – Self Service Process. The Parameters window opens.
Enter the start date and end date for which you want to generate the payslip. The application generates the payslip for the data for which PrePayment process is completed and within the specified End Date.
Select to generate the payslip for the selected payroll.
The consolidation set appears automatically for the selected payroll.
Enter the payment date to be displayed on the payslip. It appears by default depending on the end date entered.
Enter a label for the payslip for identification purposes. If you leave this blank, the element set name as of the effective date (Payment Date defined in Payroll Run) will be used for the label.
Click Ok and then Submit.
Run the Japan, Withholding Income Tax for Termination Income Archive process to archive the payment details of the termination money paid to employees.
You run the Japan, Withholding Income Tax for Termination Income - Archive from the Submit Requests window.
To run the Japan, Withholding Income Tax Report for Termination Income – Archive process
In the Name field, select Japan, Withholding Income Tax Report for Termination Income - Archive. The Parameters window opens.
Select No if you've already performed Run Japan, Create Payroll Date for use in Reporting Form for the current results of termination money data in the Run Japan, Create Payroll Date for use in Reporting Form field. The default is Yes so as to submit the JP Pre-Tax Archiver process prior to archiving process.
Enter the effective date for running the archive the details of the employees who must be paid termination money within the specified year.
Select Yes, if you have previously the archived data and want to delete it and re-archive. The default is No.
Specify a withholding agent.
Specify a payroll.
Enter the Termination date from and to for which you want to archive
Select an assignment set, if you want to restrict the archive for a particular assignment set.
Enter the start and end dates for the pre-archive process. This is enabled when you set the Run Japan, Create Payroll Date for use in Reporting Form to Yes.
Enter the consolidation set for the pre-archive process. This is enabled when you set the Run Japan, Create Payroll Date for use in Reporting Form to Yes.
Click OK and then Submit.
Run the Withholding Income Tax Report for Termination Income for employers to issue to employees when termination money is paid on termination.
You run the Japan, Withholding Income Tax for Termination Income from the Submit Requests window.
To run the Japan, Withholding Income Tax Report for Termination Income
In the Name field, select Japan, Withholding Income Tax Report for Termination Income.
Click in the Parameters field to open the Parameters window.
Enter the specific year for which you have run the archive.
Specify the withholding agent.
You can sort by employee number or district code. This is a mandatory. The default is Employee Number.
Enter the termination dates from and until when you want to publish the report for terminated employees.
Select the assignment set to restrict the report for a particular set.
Click OK and then Submit.
Oracle Payroll for Japan allows you to process year end adjustments for your employees before submitting tax information to the taxation office.
The fiscal year for Japan runs from January 1 and December 31 each year. You must submit income tax returns to the taxation office between February 16 and March 15 of the following year.
The Year End Adjustment (YEA) process usually takes place in the last payroll run for the calendar and fiscal year, to make any necessary adjustments to the provisional tax deductions from an employees' earnings. You can require adjustments if an employee's details have changed - for example, the number of dependants has changed, or their insurance premium details have changed.
If you have deducted too much from an employee, the employee may receive a refund. If you have deducted too little, the employee may have to pay more tax.
Re-YEA enables you to run an additional YEA for employees up to the end of January of the following fiscal/calendar year. You run this process for employees who have had changes in their circumstances after December 31, but before the lodgement of their income tax returns to the taxation office.
Oracle Payroll provides two ways to process year end adjustments:
By payroll run - prevents reprocessing of YEA information. For this reason, you may choose to use Re-YEA to reprocess any changed information, after your initial YEA process.
By balance adjustment - allows you to run the processes retrospectively, and enables you to run the YEA and Re-YEA process for the previous calendar/fiscal year.
You run this process for the year-end adjustment or re-year-end adjustment by using Balance Adjustment.
You run the YEA process from the Submit Requests window.
To run the Year End Adjustment process
In the Name field, select JP Year End Adjustment. The Parameters window opens.
Select the payroll to process the report for only those employees who belong to the selected payroll.
The consolidation set appears automatically for the selected payroll.
Select the date on which you want to process. The system date appears by default.
Select the assignment set, if you want to restrict the YEA process to specific assignments.
Select the element type to which element the result should be returned. If you run for YEA then select Year_Over and Short Tax Amount. If you run for Re-YEA then select ReYear_Liquidation Amount.
Select if this adjusted amount is costed.
Enter the dependents effective date when required. This option allows the users to define the effective date for the dependent information when it should not be the Processed Date.
Note: This option works only when [Report] Extra Contact Info [Payroll] Extra Contact Info is selected for the income tax dependent reference type in Business Group or Payroll.
Specify Yes or No whether to include nonresident employees in the YEA process. If you select No, non-resident employees are automatically excluded from the process.
Select the formula that your organization uses to perform the YEA calculations.
Click OK and then Submit.
The Japan, Withholding Tax Report Generation process is a pre-process of YEA reports, including the withholding income tax report. In this process all the required YEA data is archived. You can use the Japan, Withholding Tax Report Generation process to generate the list of employees for whom the tax has been withheld during the year.
You run the Japan, Withholding Tax Report Generation process from the Submit Requests window.
To run the Japan, Withholding Tax Report Generation
In the Name field, select Japan, Withholding Tax Report Generation.
The Parameters window opens.
In the Run Japan, Create Payroll Data for use in Reporting Form field, select Yes to run Japan, Create Payroll Data for use in Reporting Form. Select No if Japan, Create Payroll Data for use in Reporting Form has already been done.
The current system date appears by default in the Subject Date field. You can change the date for when you want to run the report.
Select the payroll and the withholding agent.
Select to archive terminated employees.
Enter the termination dates, if Archive Terminated People is Yes.
Select Yes if you want to re-archive the data. The default is No.
If you select Yes, then archive data will be created or re-created for all the assignments, even for the assignments for which the Japan, Withholding Tax Report Generation has been run before and the archive data already exists.
If you select No, then archive data will be created only for the assignments that have no archived data yet, and no updates for the assignments for which the Japan, Withholding Tax Report Generation has been already done and archive data already exists.
Note: If Re-archive is No, then the existing data will be saved regardless of this value.
Select if you want to inherit the archive data for Description. If you select Yes, then User Description under Description for use in Reporting Form section and User Description (Kanji) under Description for use in Magnetic File section you entered on SSHR Japan, Withholding Tax Report will be saved. The default is Yes.
Select the open period status. If you select Open in the Open Period Status, then enter the start and end dates for the open period to enable you to view and make updates to the employee information. The default is Closed.
Select the assignment set to run the report for a particular group of employees.
If the Japan, Create Payroll Data for use in Reporting Form is Yes, then enter the start and end dates to create payroll data.
If the Japan, Create Payroll Data for use in Reporting Form is Yes, then select the consolidation set.
Click OK and then Submit.
You can use the Japan, Withholding Tax Report Generation (Standalone) process to archive the tax withheld amounts.
Note: The difference between Japan, Withholding Tax Report Generation report (Standalone) and Japan, Withholding Tax Report Generation report is that, Japan, Withholding Tax Report Generation runs Japan, Create Payroll Data for use in Reporting Form in the concurrent process, but not in Japan, Withholding Tax Report Generation report (Standalone). To run Japan, Withholding Tax Report Generation report (Standalone), you have to run Japan, Create Payroll Data for use in Reporting Form process prior to running this process.
You run the Japan, Withholding Tax Report Generation Report (Standalone) from the Submit Requests window.
To run the Japan, Withholding Tax Report Generation report (Standalone)
In the Name field, select Japan, Withholding Tax Report Generation (Report (Standalone). The Parameters window opens.
The current system date appears by default in the Subject Date.
Select the payroll.
Select the withholding agent.
Select if you want to archive terminated employees. The default is Yes.
Enter the termination dates, if Archive Terminated People is Yes.
Select if you want to re-archive the data. The default is No.
If you select Yes, then archive data will be created or re-created for all the assignments, even for the assignments for which the Japan, Withholding Tax Report Generation has been run before and the archive data already exists.
If you select No, then archive data will be created only for the assignments that have no archived data yet, and no updates for the assignments for which the Japan, Withholding Tax Report Generation has been already done and archive data already exists.
Note: If Re-archive is No, then the existing data will be saved regardless of this value.
Select if you want to inherit the archive data. The default is Yes.
Select if you want to inherit the archive data for Description. If you select Yes, then User Description under Description for use in Reporting Form section and User Description (Kanji) under Description for use in Magnetic File section you entered on SSHR Japan, Withholding Tax Report will be saved. The default is Yes.
Select the open period status. If you select Open in the Open Period Status, then enter the start and end dates for the open period to enable you to view and make updates to the employee information. The default is Closed.
If you select Open in the Open Period Status field, then enter the start and end dates for the open period. If the period is Open, then you can update the information. It the period is Closed, then you can only review the information.
If the value in the Japan, Create Payroll Data for use in Reporting Form field is Yes, then enter the start and end dates to create payroll data.
If the value in the Japan, Create Payroll Data for use in Reporting Form field is Yes, then select the consolidation set.
Click OK and then Submit.
You run this process to generating the salary payment report for resident employees to the each local tax office in e-file.
The Salary Payment Report is used for reporting annual salary payment information to the municipality where the employee's residence is located. The generated e-file complies with the standard format established by the Ministry of General Affairs and Communication.
The data will be stored in $APPLPTMP directory, and the PDF file for confirmation also be generated.
You run the Japan, Salary Payment Report E-file process from the Submit Requests window.
To run the Japan, Salary Payment Report E-file process
In the Name field, select Japan, Salary Payment Report E-file. The Parameters window opens.
The current year appears by default as the subject year for which you want run the report.
Select the organization which acts as the special withholding agent.
Select the municipal code of the district where you pay the local taxes where you want to generate the report. If the parameter is set, only taxable employee belongs to the specified municipal code will be targeted. If the parameter is Null, all taxable employees will be targeted. You can also specify the target municipal codes by maintaining the Special SWOT numbers master.
Select the assignment set of the municipality when required.
Select Yes in the File Split field to split the output file by municipality (one file for a municipality). If No is selected, one file for all municipalities are created, or multiple files only if the report contains more than 100 municipalities or if the size of the file is over 4MB.
If you select Terminated People Output All option as No/NULL, then the Salary Payment report e-file only displays terminated employees with earning amount of the year more than 300,000 yen.
If you select the Terminated People Output All option as Yes, then the Salary Payment Report e-file displays all terminated employees even with earning amount of the year less than 300,000 yen.
In the Creation Class field, from the list of values, select the creation class to indicate where the e-file has to be submitted, whether to the tax office or to the local government or to both. The default is Both.
Click OK and then Submit.
You run the Japan, Transfer Local Tax Information to BEE process to upload the data from the csv file to the element Com_ Local Tax_ Information. You run the Japan, Transfer Local Tax Information to BEE from the Submit Requests window.
To run the Japan, Transfer Local Tax Information to BEE Process
In the Name field, Japan, Transfer Local Tax Information to BEE. Then click the Parameters field to open the Parameters window.
Select the year or month to run this process.
Select Yes to reject the transfer if there are any future changes.
Select the option to correct, update or insert the record in the Date Effective Changes field.
Select Yes to purge the data after the transfer is complete.
Select Yes to create an entry if it does not exist.
Select the special withholding agent.
Select the municipal code.
Select the assignment set.
If you have not specified the file name in the SWOT window, and the File Split is specified as Yes in this window, the file name is assumed to be <muncipality code>< SpecialWithholdingAgentNumber>ltax .csv. If the File Split is specified ltax.csv.
Click OK and then Submit.
You can use the Japan, Withholding Book and Wage Ledger - Archive to archive the monthly salary, bonus payment, and year-end adjustment information for reporting purposes. indow.
Run the Japan, Withholding Book and Wage Ledger - Archive from the Submit Requests window.
To run the Japan, Withholding Book and Wage Ledger - Archive
In the Name field, select the report name. Then click the Parameters field to open the Parameters window.
Enter the date for the archive. YYYY/MM is used for archiving the data. This is a mandatory field.
Specify the special withholding agent. This is a mandatory field.
Select the archive mode - New, Recreate, Add, or Amendment. This is a mandatory field.
New, Recreate - Create or recreate the data from January to specified month of the year.
Add - Add the data after the already archived month to specified month.
Amendment - Correct the data of specified month, which has been previously archived.
Specify payroll group for archiving. This is optional.
Specify an assignment set if you want to restrict the archive to a particular set. This is optional.
Click OK and then Submit.
You can use the Japan, Withholding Book and Wage Ledger to report the monthly salary, bonus payment, and year-end adjustment information of the year for reporting purposes.
Run the Japan, Withholding Book and Wage Ledger from the Submit Requests window.
To run the Japan, Withholding Book and Wage Ledger Report
In the Name field, select the report name. Then select the Parameters field to open the Parameters window.
Enter the date for the reporting year. This is a mandatory field.
Specify the special withholding agent for reporting. This is a mandatory field.
Specify payroll group for reporting. This is optional.
Specify the location which you want to report. This is optional.
Specify if you want to include all organization under the specified organization.
Specify the organization to report. If you do not select any organization, the report displays for all organizations. This is optional.
Specify Yes if you want to include terminated employees in the report. This is a mandatory field.
Specify the termination dates from and until when you want to include terminated employees.
Specify an assignment set if you want to restrict the report for a particular set. This is optional.
Specify the preferable sort order. If no sort order is specified, the employee number is used for sorting.
Click OK and Submit.
The Japan, Employment Ins E-File for e-Gov generates a CSV file and summary report that is compliant with the specification for the notifications for e-Gov published by the Japan Pension Service. The e-file supports three notifications. These are the Qualification Notice, the Disqualification Notice, and the Relocation Notice.
The Japan, Employment Ins E-File can hold up to 1000 records per file. When you run the Japan, Employment Ins E-File, it automatically runs the child concurrent programs - Employment Ins E-File for e-Gov and the Payroll Report (Summary Report for Employment Ins for e-Gov) for every 1000 records.
Before you run the Japan, Employment Ins E-File for e-Gov to produce a csv file, you must set up the following:
Enter the labor insurance employer information.
Add the applicable element depending on the insurance e-file you want to generate.
See: Predefined Elements
Ensure that the lookup types JP_NATIONALITY and JP_RESIDENTIAL_STATUS are set up. If you do not setup these values, then you cannot select the values in the Nationality/Region and Residential Status fields in the Employment Insurance Qualification Information1 region on the SI Qualified2 tab.
See: Adding Look Types and Values, Oracle HRMS Configuring, Reporting and System Administration Guide
Run the Japan, Employment Ins E-File for e-Gov process.
After you generate the reports you must change the file name manually as indicated to validate the generated CSV File using the Data Check Program for Employment Insurance provided by the Japan Pension Service:
Qualification Notice: 10101-shutoku.csv
Disqualification Notice: 10191-soshitsu.csv
Relocation Notice: 10106-tenkin.csv
You run the Japan, Employment Ins E-File for e-Gov process to generate a CSV file and summary report that is compliant with the specification for the notifications for e-Gov published by the Japan Pension Service. The e-file supports three notifications. These are the Qualification Notice, the Disqualification Notice, and the Relocation Notice.
When you run the Japan, Employment Ins E-File, it automatically runs the child concurrent programs - Employment Ins E-File for e-Gov and the Payroll Report (Summary Report for Employment Ins for e-Gov) for every 1000 records.
You run the report from the Submit Requests window.
To run the Japan, Employment Ins E-File for e-Gov process
In the Request Name field, select Japan, Employment Ins E-File for e-Gov process.
In the Parameters window, select the following options:
Select the type of notice from the list of values. The options are Qualification notice, Disqualification notice, and Relocation notice.
In the Target Date From field, select a date. This date depends on the type of notice selected in the previous step.
If you have selected Qualification Notice as the type of notice, then this date is from when the employee is qualified for employment insurance.
If you have selected Disqualification Notice, then this date is from when the employee is no longer qualified for employment insurance.
If you have selected Relocation Notice, then this date is when the employee relocated to a different employer.
In the Target Date To field. select a date to report the data.
Select the labor insurance employer. If you have selected Relocation Notice, then select the employer to where the employee relocated.
Enter a FD Serial number between 1 and 999 to display as Item#3 FD Serial Number of FD Media record in the generated CSV file.
Select the location of the welfare pension office to display the Welfare Pension Category Mark.
Select Yes if you require an XML report.
Click OK and then Submit.
You run the Payroll Report (For Si FD Report) to generate the reports as .csv files for each notification. The files comply with the Japan Pension service.
You must run the Payroll Report (For Si FD Report - Header.) before you run any of the processes. This generates the header information. Each of these reports must be run independently.
You run the Santei process to define the standard remuneration (grade) of the year (October - September). This process determines the social insurance premiums to be deducted for a next year. This is calculated based on the salaries of April, May and June.
Note: If you run the Geppen process for the same period, you should run the Geppen process first.
To run the Payroll Run (Santei) process
In the Name field, select Payroll Run (Santei). The Parameters window opens.
Select the payroll.
The consolidation set and processed date appears by default for the selected payroll. The processed date need to be between 1st June and 30th September.
Optionally select an assignment set.
Select the action parameter group. If you define the action parameter group in the Profile Option HR: Action Parameter Group Name, it displays as default value. By grouping action parameter, you can set the required parameter and optimal values for each concurrent program, and as a result, for fine performance tuning.
Specify Yes or NO if the application needs to discriminate the Geppen targeted employees. If you select Yes, the application will discriminate the employees who will be targeted in the Geppen process for July, August, and September.
Click OK and then Submit.
You run the Geppen process when an employee's fixed wage is changed, or if there are wage structure changes.
You run the Payroll Run (Geppen) process from the Submit Requests window.
To run the Payroll Run (Geppen) process
In the Name field, select Payroll Run (Geppen). The Parameters window opens.
Select the payroll for which you want to run this process.
The consolidation set appears automatically for the selected payroll.
Select the applying month and process date.
Select the assignment set, if you want to restrict the payroll process to specific assignments.
Select the action parameter group. If you define the action parameter group in the Profile Option HR: Action Parameter Group Name, it displays as default value. By grouping action parameter, you can set the required parameter and optimal values for each concurrent program, and as a result, for fine performance tuning.
Click OK and then Submit.
Payroll Report (For Si FD Report - Header.) is mandatory file that contains the header information.
You run the Payroll Report (For Si FD Report - Header.) from the Submit Request Set window.
To run the Payroll Report (For Si FD Report - Header.)
In the Name field, select Payroll Report (For Si FD Report - Header). The Parameters window opens.
Enter the creation date.
Select the location for which you want to run this process.
Select if you want to submit the reports to the Health Insurance, the Welfare Pension Insurance, or both.
Enter media serial number.
Enter the file name.
Select the maximum file size.
Click Ok and then Submit.
You run the Payroll Report (For Si FD Report - Notification of Qualification.) for new employees who have enrolled in social insurance.
You run the Payroll Report (For Si FD Report - Notification of Qualification.) from the Submit Request Set window.
To run the Payroll Report (For Si FD Report - Notification of Qualification.)
In the Name field, select Payroll Report (For Si FD Report - Notification of Qualification.). The Parameters window opens.
In the Record Flag field, select Yes if you want to include this report in the file. The default is No.
Enter the creation date. This is the date defined in the Header that will be displayed in the Notification of Qualification.
Enter the dates from when you want to generate the report in the Qualification Date (From) and Qualification Date (To) fields.
The location defined in Header is displayed.
The value you entered in Submit to field defined in the Header is displayed.
In the Output Flag field, select how you want to generate the report. The default is Output All. To exclude assignments from the file, select the option Exclude Output Separately. To include assignments into the file, select the option Only Output Separately.
The media serial number defined in the Header is displayed.
The file name defined in the Header is displayed in the File Name field.
The file size defined in Header is displayed.
Click OK and then Submit.
You run the Payroll Report (For Si FD Report - Notification of Disqualification.) to send notification to social insurance about terminated employees or employees who have reached 70 or 75 years. Employees who are 70 years of age are disqualified for welfare pension insurance and 75 years for health insurance.
You run the Payroll Report (For Si FD Report - Notification of Disqualification.) from the Submit Request Set window.
To run the Payroll Report (For Si FD Report - Notification of Disqualification.)
In the Name field, select Payroll Report (For Si FD Report - Notification of Disqualification.). The Parameters window opens.
In the Record Flag field, select Yes if you want to include this report in the file. The default is No.
Enter the creation date. This is the date defined in the Header that will be displayed in the notification.
Enter the dates you for which you want to generate the report in the Disqualification Date (From) and Disqualification Date (To) fields.
The location defined in Header is displayed.
The value you entered in Submit to field defined in the Header is displayed.
In the Output Flag field, select how you want to generate the report. The default is Output All. To exclude assignments from the file, select the option Exclude Output Separately. To include assignments into the file, select the option Only Output Separately.
The media serial number defined in the Header is displayed.
The file name defined in the Header is displayed in the File Name field.
The file size defined in Header is displayed.
Click OK and then Submit.
You run the Payroll Report (For Si FD Report - Notification of Santei.) to send the results of Santei process.
You run the Payroll Report (For Si FD Report - Notification of Santei.) from the Submit Request Set window.
To run the Payroll Report (For Si FD Report - Notification of Santei.)
In the Name field, select Payroll Report (For Si FD Report - Notification of Santei.). The Parameters window opens.
In the Record Flag field, select Yes if you want to include this report in the file. The default is No.
Enter the creation date. This is the date defined in the Header that will be displayed in the notification.
In the Applied Year/Month field, enter the year or month for which you want to generate the report.
Enter the effective dates for which you want to generate the report.
The location defined in Header is displayed.
The value you entered in Submit to field defined in the Header is displayed.
In the Output Flag field, select how you want to generate the report. The default is Output All. To exclude assignments from the file, select the option Exclude Output Separately. To include assignments into the file, select the option Only Output Separately.
The media serial number defined in the Header is displayed.
The file name defined in the Header is displayed in the File Name field.
The file size defined in Header is displayed.
Click OK and then Submit.
You run the Payroll Report (For Si FD Report - Notification of Geppen.) to send results of the Geppen process.
You run the Payroll Report (For Si FD Report - Notification of Geppen.) from the Submit Request Set window.
To run the Payroll Report (For Si FD Report - Notification of Geppen.)
In the Name field, select Payroll Report (For Si FD Report - Notification of Geppen.). The Parameters window opens.
In the Record Flag field, select Yes if you want to include this report in the file. The default is No.
Enter the creation date. This is the date defined in the Header that will be displayed in the notification.
In the Applied Year/Month field, enter year or month for which you want to generate the report.
Enter the effective dates for which you want to generate the report.
The location defined in Header is displayed.
The value you entered in Submit to field defined in the Header is displayed.
In the Output Flag field, select how you want to generate the report. The default is Output All. To exclude assignments from the file, select the option Exclude Output Separately. To include assignments into the file, select the option Only Output Separately.
The media serial number defined in the Header is displayed.
The file name defined in the Header is displayed in the File Name field.
The file size defined in Header is displayed.
Click OK and then Submit.
You run the Payroll Report (For Si FD Report - Notification of Bonus Payment.) to send the notification of bonus payments made to employees.
You run the Payroll Report (For Si FD Report - Notification of Bonus Payment.) from the Submit Request Set window.
To run the Payroll Report (For Si FD Report - Notification of Bonus Payment.)
In the Name field, select Payroll Report (For Si FD Report - Notification of Bonus Payment.). The Parameters window opens.
In the Record Flag field, select Yes if you want to include this report in the file. The default is No.
Enter the creation date. This is the date defined in the Header that will be displayed in the notification.
Enter the payment year or payment month for which you want to generate the report.
In the Bonus Process (Latest) field, enter the date you want to process bonus payments.
The location defined in Header is displayed.
The value entered in Submit to field defined in the Header is displayed.
In the Output Flag field, select how you want to generate the report. The default is Output All. To exclude assignments from the file, select the option Exclude Output Separately. To include assignments into the file, select the option Only Output Separately.
The media serial number defined in the Header is displayed.
The file name defined in the Header is displayed.
The file size defined in Header is displayed.
Click OK and then Submit.
If you want to process payroll for employees who returned to work after their child care leave, you run the Payroll Run (Geppen at Child-Care Leave End/Maternity Leave End) for such employees.
You run the Payroll Run (Geppen at Child-Care Leave End/Maternity Leave End) from the Submit Requests window.
To run the Payroll Run (Geppen at Child-Care Leave End/Maternity Leave End) Process
In the Name field, select Payroll Run (Geppen at Child-Care Leave End/Maternity Leave End). The Parameters window opens.
Select the payroll.
The consolidation set appears by default.
Select the applying month. The applied date appears by default. This means from which monthly salary the result should be applied.
Select the process date.
Select an assignment set if you want to restrict the payroll run for specific set of employees.
Select the action parameter group. If you define the action parameter group in the Profile Option HR: Action Parameter Group Name, it displays as default value. By grouping action parameter, you can set the required parameter and optimal values for each concurrent program, and as a result, for fine performance tuning.
Click OK and then Submit.
Run the Separation Certificate – Archive process to archive the details of the terminated employees. Employers issue the Separation Certificate to terminated employees on their request for submitting to the employment insurance office.
You run the Japan, Separation Certificate Archive process from the Submit Request window.
To run the Japan, Separation Certificate - Archive
In the Name field, select the report name. Then select the Parameters field to open the Parameters window.
Enter the effective date for running the archive.
Specify the employment insurance office where the employee is registered.
Enter the Termination dates from and until when which you want to published the report. This is a mandatory and defaults to the Effective Date.
Enter an assignment set if you want to restrict the archive to a specific set of assignments.
Click OK and then Submit.
Run the Separation Certificate to issue to employees insured under Employment Insurance for claiming unemployment insurance when they leave their job.
Run the Japan, Separation Certificate from the Submit Requests window.
To run the Japan, Separation Certificate Report
In the Name field, select the report name. Then select the Parameters field to open the Parameters window.
Enter the specific year and month in which you have run the archive. The report picks data from the year start till the Subject Year Month entered.
Select a Payroll ID from the list of values of archives and publish the report. The list of values depends on the specified Subject year and month.
You can sort by employee number and termination date. Default is Employee Number.
Specify an assignment set if you want to restrict the report for a particular assignment set.
Click OK and then Submit.
Within Oracle Payroll the PrePayments process enables you to select a payment method to pay your employees. You can distribute employee pay over more than one method using either a percentage or monetary split.
You can override the PrePayments process. For example, suppose you have run the normal payroll run and made payments via one payment method. You then have to run supplementary payments for some employees and pay them by a different payment method. The PrePayments process, having distributed the regular payments over the payment methods entered, allocates the supplementary payments to the override method.
Ireland Users Only: Use the Payroll Submission Archive and Payroll Submission reports to submit payroll information to Revenue. You can generate these reports based on prepayments. This is a two-step process and includes archiving and reporting. Archiving enables you to archive the payroll details and the payroll submission report process enables you to generate the report based on the archived details.
Run the Cheque/Check Writer process to determine the generation of cheques/checks for a specified payroll and consolidation set over a specified time period.
You can generate contiguous serial numbers for cheque/check printing, and you can use this feature to account for cheque/check stationery used during the cheque/check printing process. If you do this, you also need to take into account the cheques/checks you use to carry out the alignment of your printer.
A sample cheque/check report is supplied with the Cheque/Check Writer process. You can customize this report, or add your own cheque/check style to meet your enterprise requirements.
Oracle Payroll provides automatic cheque/check numbering for the Check Writer process. You can keep track of cheque/check numbers when you process multiple cheques/checks per day.
Note: Your System Administrator can enable the HR: Default Check/Cheque Number Method profile which enables you to use the automatic check/cheque numbering process.
See User Profiles, Oracle HRMS Configuring, Reporting, and System Administration Guide
Run the Void Cheque/Check Payments process when you want to void cheques/checks you have issued using Oracle Cheque/Check Writer. You may want to do this if there is a printing error or if the cheques/checks you print are afterwards lost. The process cancels the cheques/checks issued, records details of the cancellation, and enables you to give a reason for cancelling.
When you reissue a check after voiding it using the Void Check Payments process, the Check Writer process prints the check with the original Payment Date by default. Using the Override Check Date feature, you can replace the original check date with a check date of your choice. For reporting purposes, the Payment Register Report captures the replacement date from the reprinted check.
Use the External/Manual Payments window to record cash or cheque/check payments to employees from external sources or petty cash. The window enables you to record details of each payment.
Data locking is a mechanism that enables you to protect your data from unwanted updates. For example: If you are running a monthly report at the end of each month, the data contained in the report has to remain unchanged for as long as the report exists. If you want to change this data, you must first rollback the report.
Some payroll processes automatically lock your data and you do not need to take any additional action to apply a lock. For example, whenever you run the prepayments process, your data is automatically locked against update while the prepayments process completes.
Some payroll processes do not apply a lock automatically, but do provide you with the option of selecting a process to apply a lock. Where this is the case, the lock process can usually be selected from the Submit Requests window for your legislation.
For example, if you are using Oracle Payroll for Ireland you can select the P30 Data Lock process which specifies a date at which you want to lock the P30 monthly report before generating the report output. By applying the data lock you also maintains the lock date as a historical record so that you can be confident that subsequent monthly reports start from the correct point.
You should also be aware that some payroll post-processes can override any data locks that you have established. Oracle Payroll does not provide validation to prevent this, since it is a legitimate action that you may need to perform. For this reason we recommend that you should always refer to the individual topics in Oracle Applications Help before attempting to work with user selectable data locks.
Run this report prior to running the Generate Direct Deposit File.
To run the PreProcess to Direct Deposit File
In the Name field, select PreProcess to Direct Deposit File.
In the Parameters window, select the payroll.
The consolidation set appears by default for the selected payroll. Leave the Payroll Name field blank if you want to output payments from all payrolls in the consolidation set.
Enter the start and end dates. Ensure that the End Date in Prepayment process is between Start Date and End Date. The account information is as of End Date in Prepayment process will be referred.
Select the payment method.
Enter a date on which you want to make the direct transfer to employee's account. This is the day before payment is made to the employee accounts and must be a banking day. If not a banking day, enter the date of the last banking day before payment day.
Click OK and then Submit.
Run this report to produce an electronic payment file for all employees. You must run prepayments before running this process.
You run the Generate Direct Deposit Report from the Submit Request window.
To run the Generate Direct Deposit report
In the Name field, select Generate Direct Deposit Report. Enter the Parameters field to open the Parameters window.
Select the target process from the list of values.
Select the transaction type for the direct deposit file you are generating.
Select All Deposit to generate a SOFURI formatted file.
Select KYUFURI to generate a salary direct deposit file.
Select SHOFURI to generate a bonus direct deposit file.
Choose the character set for the generated transfer file.
Optionally enter a name for the direct deposit file.
Click OK, then Submit.