Consolidation sets are the means by which you label payroll runs for further processing. This enables you to process the results from more than one payroll in a single action. You need only produce one tape per payment method for several payrolls, one set of reports and one set of costing for the whole set.
You can follow this procedure when scheduling additional runs. These are the runs you make in addition to your regular payroll runs; for example, to pay leavers. You can decide whether to consolidate an additional run with the regular run or switch it to a special set.
Consolidation sets are also used to label assignment sets when you use these for payroll processing. The same choices apply to assignment sets as to payrolls. You can accept the default consolidation set or select a new one when you set the run parameters in the Submit Requests window. You can also change the consolidation set after the run in the Update Payroll Run window.
Consolidation sets facilitate the selective post-run processing of different payrolls. For example, after processing three payrolls in one consolidation set, you may want to select just one for immediate post-run processing. To do this, transfer the one you want to process to a new consolidation set.
You may also want to retry a payroll while continuing with prepayments for other payrolls whose status is Complete. This too would require a change of consolidation set for the first payroll.
See Assignment Sets
Since a payroll has only one pay frequency you must define at least one payroll for each pay frequency you use. The following table shows the valid period types for pay frequency.
| Payroll Period Types | Periods per Year |
|---|---|
| Semi-Year | 2 |
| Quarter | 4 |
| Bi-Month | 6 |
| Calendar Month | 12 |
| Lunar Month | 13 |
| Semi-Month (not available for UK users) | 24 |
| Bi-Week | 26 |
| Ten-Day | 36 |
| Week | 52 |
Note: For Norway and Swedish users: Only Bi-Month, Calendar Month, Bi-Week, and Week payroll period types are available.
For Spanish users: Only Calendar Month payroll period is available.
There are three uses of assignment sets in Oracle HRMS:
You can run a QuickPaint report for a set of assignments, rather than individual assignments.
You can process subsets of the employees assigned to a payroll. Normally you initiate payroll runs and other post-run processes for one or more payrolls at a time. However, if you need to process smaller groups within a single payroll, you define an assignment set.
You can use a BEE concurrent process to create an identical batch line for each assignment in an assignment set.
There are three ways to define the set:
You can enter selection criteria, which the system generates into a formula. When you use the assignment set, Oracle FastFormula runs the formula to find the assignments that match the criteria. It checks all the assignments in the business group or, if you select a payroll when you define the set, all the assignments to that payroll. When you define the set you can also include or exclude individual assignments to modify the set created by the formula.
Important: To define an assignment set for a benefits eligibility profile, you must enter information about the person to be included or excluded in both the Amendment and Criteria windows.
See: Defining an Assignment Set Using Formula Criteria, Oracle HRMS FastFormula User Guide
You can select individually all the assignments you want to include in the set.
You can start from a full set of all the employees in the Business Group or all the employees assigned to a selected payroll. Then you can exclude individual assignments from the set.
See: Defining an Assignment Set by Including or Excluding Assignments, Oracle HRMS Enterprise and Workforce Management Guide
Use the Payroll window to define a payroll, including its calendar and valid payment methods.
Set your effective date to a date early enough to handle any historical information you want to enter. Your effective date must be on or before the first period start date of the payroll calendar.
Enter the payroll's name and select its period type from the list.
Enter the end date of the payroll's first period, and the number of years for which the system should initially generate the payroll's calendar. You can increase this number later to generate additional years.
Note: Be aware that some processes require the calendar to extend into the future. For example, the PTO Carry Over process requires payroll periods extending to the end of the new accrual term.
When you enter the First Period End Date, make sure that the corresponding start date of the first period is after the start date of the payroll.
Additional Information: The Reset Years field is available if you have set the profile option PAY: Display Reset Years in Payroll to Yes. The field signifies the years after which the period start of the next corresponding year would be reset. This field cannot be greater than the number of years.
In the Date Offset region, you can change the zero default to a negative or positive number of days before or after the period end date. For example, for a semi-monthly payroll, the Cut Off date can be 3 days before the period end date (-3), while the Scheduled Run and Check dates can be 5 and 7 days after this date, respectively. You can also set the Payslip offset to determine when employees can view payslip information.
Note: For India users only : You can calculate and deduct taxes from employees on the date salary is paid to the employee instead of date earned, thereby supporting payroll earned with a date paid in future (from March to February instead of April to March) by using a positive offset.
Note: Australia, China, Hong Kong, India, Japan, Korea, Singapore, and New Zealand users: You can set the payslip offset to determine when employees can view their payslip information.
The Check Date, sometimes called Pay Date, is the date of constructive receipt of pay, on which paychecks become negotiable.
The Scheduled Run Date is the date scheduled for the Regular run of this payroll each period.
The Cut Off date, included for your reference, is the final date for entering or changing payroll information before a run.
A payslip offset, reckoned from the completion date for your payroll processes is always a positive number to enable you to prevent employees from viewing payslips before the official payment date. For example, if the payroll processes complete on 15th May, and employees do not receive payment until 20th May, you can enter an offset of 5 to align the payslip date to the payment date.
These offsets are the defaults for the calendar. You can manually make date changes in the calendar (such as when an offset date falls on a weekend or holiday, by choosing Period Dates).
Select a default payment method for employees who have no valid personal payment method. You cannot select a method using magnetic tape because this requires information about employees' bank accounts.
Select a default consolidation set for this payroll. One consolidation set is created automatically when you define your Business Group. Oracle Payroll users can create other consolidation sets for payroll processing.
In the Costing region, you can enter information about the ledger and suspense account holding costing information for this payroll.
The information you enter here depends on the setup of your Cost Allocation key flexfield.
See: Setup of the Cost Allocation Key Flexfield, Oracle HRMS Enterprise and Workforce Management Guide
Check the Negative Payment Allowed check box if you want the PrePayments process to include negative payments. If you leave the box unchecked, the PrePayments process ignores negative payments.
Check the Multiple Assignment check box if you want an employee to receive a single payment, for multiple assignments carried out within your organization. However, if a PrePayments process, which runs prior to your effective processing date, already exists you cannot go back and change the Multiple Assignment check box. This box is only visible if the functionality is enabled for your localization.
Note: If you check the Multiple Assignment check box, make sure it remains checked throughout your payroll processing. Oracle Payroll reports in error if some of your payroll processes support multiple assignment processing and others do not.
If you are an Oracle Payroll user, enter the Statutory Information field to open the Statutory Information window.
Your Oracle localization team may have created fields in this window.
Note: The Statutory Information field is not visible if your HR:User Type profile option is set to HR User.
If the Payslip Modeler is enabled for your localization, then you can set locking period for payslip modeling. This restricts users from making updates to payroll information while modeling their payslip during a mock payroll run during the specified period.
Note: Payslip Modeler is not available by default. Check with your system administrator if Payslip Modeling is available for your localization.
You can specify the Availability Rule whether to disable the functionality days after the period start and days prior to the End date or enable the functionality between the days from start and before the period end date. Specify the number of days prior to and after a specified date when can you make changes for modeling/simulating the payslip.
Note: You cannot make any changes beyond the days specified here for payslip modeling.
For India users only: Click in the Further Payroll Information field and specify Yes in the March Salary paid in April field, if you want to enable processing of payroll of two periods in a single month.
For Korea users only: Click in the Further Payroll Information field and specify the exemption amounts. By default, the application uses the TRUNC function for tax calculations. Specify Yes if you want the application to use ROUND function instead of TRUNC function for tax calculations.
Specify if you want to adjust the amounts for standard tax breaks.
Specify if you want to enable reprioritization of pension related amounts as the last priority within the calculation category.
For Japan users only:
Click in the Further Payroll Information field and specify the following information
income tax dependent reference type
social insurance premium collection type
user defined year end adjustment formula
Hi Wp Monthly Remuneration Synchronous
Geppen Santei Process Date (MMDD)
Print Personal Number
Save your work.
Choose the Period Dates button to view the calendar generated for your payroll. In the Period Dates window:
You can view the default offset dates for every period, and you can manually override any of these dates in any record.
You can change the payroll's default Open status in any period to Closed to prevent further element entries. You can also reopen the period if necessary.
Important: Use this feature with caution. When you perform certain important tasks in Oracle HRMS, the system may automatically create or delete element entries. These tasks include hiring and terminating people, and updating assignments. You cannot change any element entries that span a closed payroll period, and so you may be prevented from performing these tasks.
Choose the Valid Payment Methods button to add valid payment methods for this payroll.
In the Valid Payment Methods window, the default payment method for the payroll appears automatically. You can add other methods. First set your effective date to the date you want the method to become valid.
Note: An employee assigned to this payroll can have any number of personal payment methods chosen from those you enter here for the payroll.
See: Entering Payment Methods for an Employee Assignment in Oracle HRMS Workforce, Sourcing, Deployment, and Talent Management Guide
Related Topics
For more information about using the payslip modeler, see the Oracle Self-Service Human Resources Deploy Self-Service Capability Guide, Payslip Modeling (UK).
Oracle Cash Management manages and controls the enterprise cash cycle. The Cash Management auto reconciliation matches Oracle Payroll against bank statement lines if the transaction meets the following criteria:
The Oracle Payroll payment number matches the statement line payment number.
The Oracle Payroll payment amount matches the statement line payment amount.
Cash Management accesses a view of payments generated by Oracle Payroll and compares it against the information on the bank statement. This process generates error messages on mismatched transactions.
Each time a new payment method is created, the bank details transfer to Oracle Accounts Payable. When defining a payment method, you must enter the GL Cash Account field to work with Cash Management.
Important: Because payment method details are passed to Accounts Payable from Payroll, it is important to ensure that you are entering this information correctly. If you inadvertently enter incorrect details, you could end up with reconciliation issues later.
Cash Management is available only for the Payroll payment methods of checks/cheques and electronic fund transfers (such as NACHA in the U.S, Direct Deposit in India).
For information on the payment methods and the reconciliation functions for the different localizations, see Setting Up Integration of Cash Management with Oracle Payroll for EFT Reconciliation, Oracle Payroll Processing Management Guide
Important: If you want to use Cash Management fully, you must install Oracle Accounts Payable and Oracle Accounts Receivable due to the interdependency of the products. All accounting functions take place in Accounts Payable and Accounts Receivable, and Cash Management provides the engine for reconciliation and forecast.
Use the Organizational Payment Method window to define payment methods for your enterprise.
From this window, you:
Supply the name and starting date of your payment method.
Enter the details of the source bank account from which your enterprise makes the payment.
Specify the General Ledger (GL) accounts that hold reconciliation and error details for the payment method.
Handle costing for the payment method. For example, you can specify whether to transfer the costs to GL and whether costing applies to cleared payments only, uncleared payments only, or a combination of cleared and uncleared payments.
Confirm that your source bank account in Oracle Payroll is the same bank account that Oracle Cash Management uses to clear your payments. This confirmation assures you that you are operating with a single consistent bank account rather than with duplicate accounts that introduce accounting errors.
To define a payment method
Supply a name and start date for your payment method
Set your effective date so that it reflects the date when you want to begin using this payment method.
Enter a name for the payment method, and select the payment method type.
For a third-party payment method, always select the type Check/Cheque. The default currency for your business group appears automatically.
If an alternative currency exists for your payment method, select it.
If your payment method controls payments to a third party such as a benefits carrier or garnishment receiver, check the Third Party Payment box.
Enter the source bank details for your payment method
Navigate to the Source Bank tab. The Country for your source bank account appears automatically.
Enter the Bank Details field to open the Bank Details window. Enter information about the account from which your enterprise intends to make payments.
If you are using Cash Management, include the following information:
Account Name
Account Type
Account Number
Bank Name: If this already exists, enter the name exactly as it appears in Accounts Payable.
Bank Branch: If this already exists, enter the name exactly as it appears in Accounts Payable.
Italy Users: You can enter the Bank Name, Bank Location, Account Number, and Account Name. The IBAN Account displays by default.
Ensure that you enter any additional bank details that are specific to your enterprise. For example, bank details for U.S. payment methods always require a transit code. The transit code, or transit routing number is the nine-digit number that identifies the financial institution. If the transit code is incorrect, the funds will not be posted to the account.
South Africa Users: Enter the account holder's name and indicate whether the account holder relationship is joint, own, or third party.
Belgium, Denmark, Finland, France, Germany, Hungary, Ireland, the Netherlands, Norway, Poland, Russia, Spain, and Sweden users: Enter the Bank Identifier Code (BIC) and International Bank Account Number (IBAN) in the Bank Identifier Code and the IBAN Number fields, respectively. Note that you must enter at least one of the account numbers, that is, either the International Bank Account Number (IBAN) or the Account Number. If you enter the Account Number, then the Bank Code and Branch Code fields are mandatory.
Warning: Always review the account setup for Oracle Accounts Payable before you define the account in Oracle Payroll. The details for your Payroll account must exactly match the account details in Accounts Payable. Otherwise, Accounts Payable creates an extra account with marginally different details. This duplicate account introduces errors when you reconcile payments between Payroll and Accounts Payable.
Specify what type of payments to cost for this payment method
Navigate to the Costing tab. Each check box indicates a particular type of payment. Check the boxes for each type of payment that you want to cost. When you subsequently run the Costing of Payment process, it costs each type of payment as you have indicated. The entries that you make for an individual check box can imply automatic checking of related boxes. Your choices are:
Cost Payment: Check this box to specify that you want to cost only uncleared payments for this payment method.
Cost Cleared Payment: Check this box to specify that you want to cost only cleared payments for this payment method. If you check this box, the Cost Payment box is also checked by default.
Cost Cleared Voided Payment only: Check this box to specify that you want to cost any voided payments that have also been cleared by Oracle Cash Management. If you check this box, the Cost Payment and Cost Cleared Payment boxes are also checked by default.
Exclude External/Manual Payment: Check this box to exclude any external/manual payments from costing. This exclusion is useful if you are using this payment method as a dummy payment method to cancel a previous payment, or if you are making a payment by cash. If you check this box, the Cost Payment box is also checked by default.
Transfer to GL: Check this box to specify that costed payments should transfer to General Ledger. If you check this box, the Cost Payment box is also checked by default.
Specify the GL accounts for this payment method
Navigate to the General Ledger tab.
Select Ledger to indicate the ledger to use if you intend to reconcile payments using Oracle Cash Management.
Select the GL Control Account.
Select GL Cash Account to indicate which cash account to use for the reconciliation of payments.
The entry for Description appears automatically by default, depending on what you enter in the GL Cash Account details.
Select the Cash Clearing Account.
Select the Error Account.
The error account is a general ledger account that acts as a temporary account until the error is discovered or the unknown transaction is identified. This error account holds all of the discrepancies until you find them. You use this account when the proper account cannot be determined at the time the transaction is recorded.
When you first specify the GL accounts for a bank account, these then become the default GL accounts for any other payment methods that use the same bank account. The defaults apply for all new payment methods using the bank account. They also apply retrospectively for any existing payment methods that were already using the same account. However, you can override these defaults by entering your preferred GL accounts on the General Ledger tab.
At this point, check that your Payroll setup and Cash Management setup are fully integrated.
Confirm that you can reconcile payments in Cash Management
Navigate to the Cash Management tab. You cannot change the information on this tab, but you can confirm that your GL accounts are correct.
To confirm that Oracle Cash Management is operating with the same source bank account that you are using in Oracle Payroll, view the check box. If the box is checked, then Oracle Cash Management holds the bank account for this payment method, and you can reconcile payments knowing that you are using an identical account in Payroll, and in Cash Management.
However, if the box is not checked, this indicates that Oracle Cash Management does not hold the details for your Payroll account. This may indicate that duplicate accounts exist and you should exercise caution when you reconcile your payments.
Map the Payee organization to make third party payments
Click the Payees button.
The Payees button is enabled only when the following conditions are met:
The Third Party Prepayments functionality has been enabled for your legislation.
The profile option PAY: Use Third Party PrePayments Rollup is set to Yes using the System Profile Values window for all Payment Methods with Third Party Payment check box selected. See User Profiles, Oracle HRMS Configuring, Reporting, and System Administration Guide for more information.
In the Payee Organization window, enter any number of Third Party Payee Organization with different bank account details.
You can specify the payment period on which the payment becomes eligible to be paid, in Payment Period field, thus deferring the payments from each period until the payments are paid.
When you enter an organization with multiple bank accounts, enter the Overriding Balance to distinguish the amounts to be paid into each account.
Enter further information for the payment method
Enter further information to determine how to process this payment method. Click in the Further Information field to see the range of further information for your enterprise.
For Japan users only: Enter the company code and company name. Select the delimiter type for the Direct Deposit file.
For Norway users only: Enter values for the following fields to define the payment method level. (The same payment type supports the ISO20022 and older Telepay process).
| Field | Description |
|---|---|
| Initiating Party Name | Enter the name of the known party. |
| Sender ID | Enter the initiating party ID. This unique organization identification is assigned by an institution using an identification scheme. Typically, this is the customer-ID in the debtor bank based on the Brønnøysundregistrene and their Central Coordinating Register of Legal Entities, or other identification arranged with the bank. |
| Scheme Name | Enter the code for the identification scheme as published in an external list. The options are BANK and CUST:
|
| Batch Booking | Indicate whether [the requestor] has requested a single entry per individual transaction or a batch entry for the sum of the amounts of all transactions within the group of a message. The options are:
Note: The Yes and No values are reflected in XML as true and false. |
| Service Level Code | The service level code specifies a pre-agreed upon service or level of service between the parties as published in an external service level code list. Select one of the following options:
|
| Payment File Format | This field indicates which supported payment file format and process are in use. The supported processes are Telepay and ISO 20022.
|
| Payment Identification ID | The payment identification ID is a reference assigned by a sending party to identify the payment information block within a message. |
| Payment Method | Select one of the following values to specify the payment type to use for transferring the funds:
|
| Debtor Name | Enter the name of the debtor party. |
| Debtor ID | The debtor ID is a unique identifier assigned to a debtor organization by an institution using an identification scheme. |
For setup steps to integrate Cash Management with Oracle Payroll, see the Oracle Cash Management User Guide.
Additional Steps to reconcile EFT payments for the Ireland legislation
Oracle HRMS provides a reconciliation function, pay_ie_paypath_tape.f_get_paypath_recon_data, for IE EFT Payments (PayPath). This function is predefined in the RECONCILIATION_FUNCTION column of the PAY_PAYMENT TYPES table. This function retrieves your Unique Identifier for the bank statements.
However, because the format of bank statements varies for different banks, Oracle HRMS allows you to specify your own Unique Identifier.
To use the Unique Identifier provided by Oracle HRMS, use the Application Developer responsibility and navigate to the Common window under Lookups. Add the following data to the lookup PAYMENT_TRX_CONC_IDENTS:
Code: PAYPATH
Meaning: Type, Sort Code, Acc Num
Enabled: Y
To specify your own Unique Identifier:
Add the following data to the lookup PAYMENT_TRX_CONC_IDENTS
Code: PAYPATH
Meaning: <Your Unique Identifier>
Enabled: Y
Create your reconciliation function. For details on how to write a reconciliation function, refer to Creating a Reconciliation Function on My Oracle Support, with note ID 949409.1.
Use the HRMS Manager responsibility and navigate to the Table Values window under Other Definitions. Add the new function name in the user table IE_EFT_RECON_FUNC.
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):
Primary 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 elements 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 the primary assignment action for the main record and multiple records for 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 and select 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.
You need to identify any additional information you want to appear on your payslips using payslip balances and elements. Once you have identified the information to archive and display, run your regular payment and archive processes and generate your payslip for printing or viewing online.
To set up your payslip
Select the payslip balances and elements to be included in your payslips.
See: Entering Payslip Information, Oracle HRMS Enterprise and Workforce Management Guide
For UK, Netherlands, and South Africa: Enter the information balances and elements through the following:
See: Identifying Balances for the Payslip, Oracle HRMS Enterprise and Workforce Management Guide and Identifying Elements for the Payslip, Oracle HRMS Enterprise and Workforce Management Guide
For Ireland: Enter the balances and elements information in the SOE Balances and SOE Elements windows.
For online payslips, enter self-service preference information to indicate how you want to view them. You can specify these settings at the organization, location, and person levels.
See: Entering Self-Service Preference Information, Oracle HRMS Enterprise and Workforce Management Guide, Location Extra Information Types, and Person Extra Information Types, Oracle HRMS Workforce Sourcing, Deployment, and Talent Management Guide
Configure your online payslip to view through Oracle Self-Service.
See: Online Payslip, Oracle Self-Service Human Resources Deploy Self-Service Capability Guide
US, Canada, Mexico, and UAE only: Oracle Payroll uses an RTF template to produce the online payslip through XML Publisher. You can use the default template or create your own.
See: Oracle XML Publisher Administration and Developer's Guide and Oracle XML Publisher Report Designer's Guide.
For Ireland: To include the regular payment date of the payroll period in your online payslip, set the Visible property of the Regular Payment Date field to Yes.
US, Canada, Mexico, and UAE only: Oracle Payroll provides the ability to customize the content of your employee payslips to suit your business needs. Prior to making any changes, however, you should review the default content to best determine what changes you require. See: Payslip Region Information, Oracle HRMS Payroll Processing Management Guide (Mexico)
To change balances or include additional balances on the payslip:
From the Total Compensation menu, select Basic and then Balance.
Query for the element whose balance you want to add, and click Attribute.
Click on a new row under Attribute, and choose the attribute you want to display from the list of values. This represents where the current balance will appear on the payslip.
Choose a dimension from the list of values.
To delete an entry, select the row and click Delete.
Save your changes.
Note: These changes do not take effect on the payslip until you rerun the Payroll Archiver Process for the affected payroll period.
Generating the Payslip
You must have completed the payroll runs, prepayments, and payment processes prior to generating the payslip.
Run the archive process to gather the latest payroll information.
You can view the payslip online through Self-Service.
Print your payslips in the usual way. Users in the Netherlands and China, run the payslip report to produce a formatted report ready for printing and sending out to your employees.
See: Printing the Payslip
US and Canada only: Oracle Payroll provides the flexibility to choose the way annual salary is calculated and reported on the Online Payslip (both HTML and PDF). This flexibility is available through the HR: Base Annual Salary Display on Standard Work Conditions profile option.
See: Defining the Profile Option for Pay Annualization, Oracle HRMS Payroll Processing Management Guide (US)
You run the payslip archive process to extract and gather relevant information to appear on your employees' payslips. The archiver accesses the payslip information for the dates you select and copies the information across to storage archive tables, where it is picked up and converted into a format for printing and distributing to employees or for viewing online through the self service application.
Run this process after each payroll period to enable Self-Service. You must complete the payroll runs, prepayments, and payment processes before you can run the payslip archive process.
Netherlands, US, and Mexico only: If you are producing paper reports, use this process to view your current payslip.
Run the payslip archiver from the Submit Request window.
To run the payslip archiver
Select your country's payslip archive process in the Name field.
China and Netherlands: Select the Payslip Archiver.
India: Select the Payroll Reports Archive (India).
Ireland: Select the IE Legislative Reports Generator. See: Running the Legislative Reports Generator
Mexico: Select the Payroll Archiver. See: Managing the Payroll Archiver, Oracle HRMS Payroll Processing Management Guide (Mexico)
South Africa: See: Pay Advice Generation - Self Service (South Africa), Oracle HRMS for South Africa Supplement
UK: See: Payslip Generation Self-Service, Oracle HRMS Payroll Processing Management Guide (UK)
US and Canada Payroll: If required, you can set the PAY:Show Payslip with Zero Net Pay profile option to archive the payroll data and generate payslips for those employees receiving a net pay amount of zero.
For US, see: Managing the Payroll Archive, Oracle HRMS Payroll Processing Management Guide (US)
For Canada, see: Running the Canadian Payroll Archiver, Oracle HRMS Payroll Processing Management Guide (Canada)
In the Parameters window, select a payroll name and consolidation set. This selects the employees for whom you want to run the report. When you select a payroll, the default consolidation set is displayed.
Enter the start and end dates for the period of time you want the information extracted. You typically run this process for the same dates you ran your payroll.
India: Select whether you want to mail individual payslip or view consolidated payslips in the Generate Payslip field.
Choose Submit.
After running the Payroll Archiver, you can use the Payroll Actions Not Processed report to see what employees (and corresponding payroll processes) were not archived but did fall within the report's parameters.
Run this report before you run the Pay Advice report. It shows printer alignment details for your sample pay advice.
You run the Pay Advice Alignment report from the Submit Requests window.
To run the Pay Advice Alignment report
In the Name field, select the report name.
Choose the Submit button.
Run this report when you want to see payments totalled by payment method type and organizational payment method for a specified payroll and payroll period. Account details for each organizational payment method are also listed.
You run the report in the Submit Requests window.
To run the Payments Summary Report
In the Name field, select the report name. Then enter the Parameters field to open the Parameters window.
Select the payroll and payroll period for which you want to see the information.
If you want to restrict the information by consolidation set, select the name of the set.
Choose the Submit button.
Run this report to generate pay advice for all employees for a specified payroll and period. This is a sample report which you can customize. You run it after completing the Pre-payments process for a payroll. To check printing alignment before generating pay advice run the Pay Advice Alignment report.
You run the Pay Advice report from the Submit Requests window.
To run the Pay Advice report
In the Name field, select the report name. Then enter the Parameters field to open the Parameters window.
Select the payroll for which you want to generate pay advices.
Enter the period for which you want to generate pay advices and the date on which you want to generate them.
Do one of the following:
If you want to generate pay advices for all employee assignments, leave the Assignment Number field blank.
If you want to generate a single pay advice for an employee assignment, enter the employee assignment number.
Select the sort orders 1 to 6 for employees whose mailing address is set to Office/Blank.
Note: Use the people group flexfields to capture or configure office address details.
Choose the Submit button.
Note: You can also view this report from the Assignment Process Results window, where you select an individual assignment and the process you want to view the report for.