Enterprise and Workforce Management

Organizations

Key Concepts for Representing Enterprises

You represent your enterprise using key organization structures in Oracle HRMS. These structures provide the framework so you can perform legal reporting, financial control, and management reporting. You can set up these organization structures yourself, or use the Configuration Workbench.

The Configuration Workbench delivers an integrated configuration management toolset for HR systems and assists in the evaluation, configuration, deployment, and maintenance of HR applications. The workbench suggests a basic structure of organizations for your enterprise based on configuration models.

See: Configuration Models for Your Enterprise Framework, Oracle HRMS Enterprise and Workforce Management Guide

Once the basic enterprise structure is set up, you add the additional organizations and locations that exist in your enterprise. You define the internal organizations that represent your internal divisions and departments, and you define the external organizations that represent the organizations outside of your enterprise. For example, you can set up an external organization to represent the tax office for which your enterprise uses for reporting purposes.

You can use organizations to represent many levels of your enterprise, from the highest level of organization that represents the whole enterprise, to the lowest level of organization that represents a section or department.

See: Extending the Enterprise Framework, Oracle HRMS Enterprise and Workforce Management Guide

See: Organization Classifications

See: Setting Up Organizations, Oracle HRMS Enterprise and Workforce Management Guide

Business Group

The business group represents a country in which your enterprise operates. You create it as an organization in Oracle HRMS, but it does not represent a specific organization within your enterprise structure, and you do not include it in your organization hierarchies. A business group enables you to group and manage data in accordance with the rules and reporting requirements of each country, and to control access to data.

The critical factors for deciding when to use a separate business group, or an international business group, are based on the following factors:

Generally the laws are so different in each country that to be compliant, there must be a different business group for each country in which an enterprise has employees.

Operating Company

An operating company represents a division or line of business within your enterprise that is legally registered for reporting in at least one country. An operating company is a holding company, a company within a company.

Ultimate Legal Entity

The ultimate legal entity represents the enterprise, and typically, the enterprise is the highest (global) level of a business organization. The ultimate legal entity is the parent company or organization for all its subsidiaries and divisions. Oracle HRMS represents the ultimate legal entity with the GRE/Legal Entity organization classification.

Legal Entity/Employer

A legal entity represents the designated legal employer for all employment-related activities. The legal authorities in a country recognize this organization as a separate employer. In an organization hierarchy, a legal entity may report to an operating company or to the ultimate legal entity.

A legal employer is a legal entity that is responsible for employing people in a particular country. Therefore, if you employ people in a country, then you must have at least one organization classified as a legal entity and a legal employer.

The Configuration Workbench classifies an organization as a GRE/Legal Entity where your enterprise operates in a country, and classifies it as an Employer if you employ people in that country also. For example, you can have a legal entity in a country where you do business, but do not employ people in that country.

Consolidated Legal Entity

A consolidated legal entity acts on behalf of multiple operating companies that are not legally registered, or simply on behalf of the enterprise in a country. You typically use the consolidated legal entity for when you have multiple operating companies in your enterprise, but for the purposes of consolidation, you group the information into one organization. For management reporting purposes, the organizations below the consolidated legal entity in an organization hierarchy, such as, your departments and sections, can report to any organization in the enterprise. However, for legal reporting purposes, they report up to the consolidated legal entity.

For information on how to model your enterprise using the key organization structures, see: Configuration Models for Your Enterprise Framework, Oracle HRMS Enterprise and Workforce Management Guide

Organization Classifications

Organization classifications define the purpose of an organization and its functionality within Oracle HRMS. The classifications you assign to an organization control the additional information you can set up at the organization level. The Configuration Workbench automatically assigns the appropriate classifications to the organizations it creates.

For more information on the key organization structures you use to represent your enterprise, see: Key Concepts for Representing Enterprises

You can define one organization with multiple classifications or you can define separate organizations to represent different types of entity. For example, you can classify an organization as a legal entity as well as an HR organization if it's the same organization. If they are different, then you create two organizations.

Note: Oracle HRMS enables you to install your own additional information types for classifications.

You can select the following classifications in the Organization window, depending on your legislation:

All Legislations

All legislations can use the following classifications:

US Legislation

The US legislation can use the following classifications:

UK Legislation

The UK legislation can use the Education Authority classification to define a Local Education Authority (LEA) that is responsible for education within that council's jurisdiction.

Canadian Legislation

The Canadian legislation can use the following classifications:

French Legislation

The French legislation can use the following classifications:

Dutch Legislation

The Dutch legislation can use the following classifications:

German Legislation

The German legislation can use the following classifications:

Hong Kong Legislation

The Hong Kong legislation can use the MPF Trustee Organization classification to set up and enrol employees in an MPF Trustee. This classification allows you to record details of the trustee and details of the scheme provided by the trustee.

Mexico Legislation

The Mexico legislation must use the legal employer classification to define the legal entity. You can add additional organization information for your legal employer, if needed.

Use the GRE/Legal Entity classification to define an organization that is recognized as a separate employer by Social Security or other legal authorities. When you assign a location to a GRE, and you have not already associated them with each other in the generic hierarchy, HRMS will make the association for you.

Saudi Legislation

The Saudi legislation can use the following classifications:

Hungary Legislation

The Hungary legislation can use the following classifications:

Spanish Legislation

The Spanish legislation can use the following classifications:

Korea Legislation

The Korean legislation can use the following classification:

Indian Legislation

Your organization hierarchy should contain at least one GRE/Legal Entity (Tax Organization) and Registered Company.

The Indian legislation can use the following classifications:

Polish Legislation

The Polish legislation can use the following classifications:

Norwegian Legislation

The Norwegian legislation can use the following classifications:

Finnish Legislation

The Finnish legislation can use the following classifications:

Danish Legislation

The Danish legislation can use the following classifications:

Swedish Legislation

The Swedish legislation can use the following classifications:

South African Legislation

The South African legislation can use the following classification:

UAE Legislation

The UAE legislation can use the Legal Employer classification to define and enter additional organization information for your legal employer.

Irish Legislation

The Irish legislation can use the following classifications:

Creating an Organization

Use the Organization window to create:

If you use the Configuration Workbench to configure your enterprise structure, then you only need to create the additional internal and external organizations you require. For example, you can set up additional organizations to represent the internal divisions or departments, and external organizations for reporting or third party payments.

See: Extending the Enterprise Framework, Oracle HRMS Enterprise and Workforce Management Guide

To create an organization

  1. Navigate to the Organization window and click New to create a new organization.

    Note: For information about querying existing organizations, see: Finding an Organization, Oracle HRMS Enterprise and Workforce Management Guide

  2. Enter a name for your organization in the Name field. A check is performed to see if organizations with the same name already exist.

    All Oracle applications you install share the information entered in the Organization window. Therefore organization names must be unique within a business group, and business group names must be unique across your applications network.

    You can create two organizations with the same name in different business groups but this can cause confusion later, if the HR: Cross business group profile option is set to Yes and you decide to share certain information across all business groups. If you decide to create two organizations with the same name, be sure that this will not cause you problems in the future.

  3. Optionally, select an organization type in the Type field.

    Organization types do not classify your organization, you use them for reporting purposes only. The type may identify the function an organization performs, such as Administration or Service, or the level of each organization in your enterprise, such as Division, Department or Cost Center. You create the organization types you require by entering values for the Lookup Type ORG_TYPE.

  4. Enter a start date in the From field. This should be early enough to include any historical information you need to enter.

    Note: You cannot assign an employee to an organization before the start date of the organization.

  5. Enter a location, if one exists. You can also enter an internal address to add more details such as floor or office number.

    Dutch only: If you are setting up external organizations for a tax office, a social insurance provider or a private health insurance provider, you must enter the postal address and contact details using the NL_POSTAL_ADDRESS Location EIT.

    Mexico only: When defining a GRE/Legal Entity, if you select a location here, HRMS automatically associates it with this GRE in the Generic Hierarchy.

    US only: If you are using Oracle Payroll in the US, every organization to which employees can have assignments, including business groups, must have on record a location with a complete address. This is because the system uses the location of the organization of the employee's primary assignment to determine employee work locations for tax purposes. This does not apply to GREs, because the assignment to a GRE exists in addition to the assignment to an organization.

    India only: You can define an income tax organization and enter its location details. You can then select this organization at the GRE/Legal Entity Income Tax Office.

    Note: If you are an Oracle Inventory user, then you must not assign a location to more than one organization classified as an Inventory Organization.

  6. Enter internal or external in the Internal or External field. You cannot assign people to an external organization.

    Examples of external organizations that may require entry are disability organizations, benefits carriers, insurance carriers, organizations that employees name as beneficiaries of certain employee benefits, and organizations that are recipients of third party payments from employees' pay.

  7. Save the basic organization details.

Entering Organization Classifications

To determine the purpose and use of each organization you create, you give it one or more classifications. The setup information you enter for an organization depends in large part on its classification.

See: Organization Classifications

Note: If you classify an organization as a business group, it is not reversible.

To enter organization classifications:

  1. Enter the classification for your organization in the Name field.

  2. Enable the classification by checking the Enable box. This allows you to use and enter the essential additional information for your organization.

  3. Save the classification details.

  4. You can either enter additional information for the classification type or enter another classification.

    Note: Save each classification after entering and enabling it.

Entering Additional Information

For each classification you set up you can enter additional information. This information can be different for each classification.

For business group see: Business Group

For HR organization see: HR Organization

For representative body see: Representative Body

For constituency see: Constituency

For bargaining association see: Bargaining Association

For company cost center see: Company Cost Center

For professional body information see: Professional Body Information

For legal employer see: Legal Employer

For work center see: Work Center

For social security office see: Social Security Office

For social security province office see: Social Security Province Office

For healthcare organization see: Healthcare Organization

For tax office see: Tax Office

For tax administration office see Tax Administration Office

See Classification and Additional Information Types if you need to check which classification to select.

To enter Business Group additional information:

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select one of the following:

    • Business Group Information, see: Entering Business Group Information, Oracle HRMS Enterprise and Workforce Management Guide

    • Budget Value Defaults, see: Business Groups: Entering Budget Value Defaults, Oracle HRMS Enterprise and Workforce Management Guide

    • SOE Information, see:Business Groups: Entering SOE Information

    • SOE Detail Information, see: Business Groups: Entering SOE Detail Information

    • Work Day Information, see: Business Groups and HR Organizations: Work Day Defaults, Oracle HRMS Enterprise and Workforce Management Guide

    • Benefits Defaults, see: Business Groups: Defining a Default Monthly Payroll, Oracle HRMS Enterprise and Workforce Management Guide

    • PTO Balance Type, see Business Groups: Selecting a PTO Balance Type, Oracle HRMS Enterprise and Workforce Management Guide

    • Recruitment Information, see: Business Groups: Entering Recruitment Information, Oracle HRMS Enterprise and Workforce Management Guide

    • Payslip Information, see: Entering Payslip Information, Oracle HRMS Enterprise and Workforce Management Guide

    • Self Service Preference Information, see: Entering Self-Service Preference Information, Oracle HRMS Enterprise and Workforce Management Guide

  4. Repeat these steps to enter further information.

To enter HR organization additional information:

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select one of the following:

    • Reporting Information, see: Entering Reporting Information for an HR Organization or a Company Cost Center., Oracle HRMS Enterprise and Workforce Management Guide

    • Costing Information, see: HR Organizations: Entering Costing Information, Oracle HRMS Enterprise and Workforce Management Guide

    • Parent Organization, see: HR Organizations: Entering Parent Organizations, Oracle HRMS Enterprise and Workforce Management Guide

    • Work Day Information, see: Business Groups and HR Organizations: Entering Work Day Defaults:, Oracle HRMS Enterprise and Workforce Management Guide

    • Payslip Information, see Entering Payslip Information, Oracle HRMS Enterprise and Workforce Management Guide

    • Self Service Preference Information, see Entering Self-Service Preference Information, Oracle HRMS Enterprise and Workforce Management Guide

    • Related Organizations Information, see: Entering Related Organizations Information for an HR Organization, Oracle HRMS Enterprise and Workforce Management Guide

  4. Repeat these steps to enter further information.

To enter representative body additional information

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select one of the following:

    • Representative Body Information, see: Entering Representative Body Information, Oracle HRMS Enterprise and Workforce Management Guide

    • Constituency information, see: Entering Constituency Information for a Representative Body, Oracle HRMS Enterprise and Workforce Management Guide

  4. Repeat these steps to enter further information.

To enter constituency additional information

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select one of the following:

    • Location, see Entering Location Information for Constituencies, Oracle HRMS Enterprise and Workforce Management Guide

    • Organization, see Entering Organization Information for Constituencies, Oracle HRMS Enterprise and Workforce Management Guide

    • Organization Hierarchy, see Entering Organization Hierarchy information for Constituencies, Oracle HRMS Enterprise and Workforce Management Guide

    • Grade, see Entering Grade information for Constituencies, Oracle HRMS Enterprise and Workforce Management Guide

    • Bargaining Unit, see Entering Bargaining Unit information for Constituencies, Oracle HRMS Enterprise and Workforce Management Guide

    • Job, see Entering Job information for Constituencies, Oracle HRMS Enterprise and Workforce Management Guide

    • Collective Agreement Grade, see Entering Collective Agreement Grade information for Constituencies, Oracle HRMS Enterprise and Workforce Management Guide

  4. Repeat these steps to enter further information.

To enter bargaining association information

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select Trade Union Information, see: Entering Trade Union Information for a Bargaining Association, Oracle HRMS Enterprise and Workforce Management Guide

  4. Repeat these steps to enter further information.

To enter company cost center information

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select one of the following:

    • GL Company Cost Center, see: Entering GL Company Cost Center Information for a Company Cost Center, Oracle HRMS Enterprise and Workforce Management Guide

    • Reporting Information, see: Entering Reporting Information for an HR Organization or a Company Cost Center., Oracle HRMS Enterprise and Workforce Management Guide

  4. Repeat these steps to enter further information.

To enter professional body information

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select Professional Body Info, see: Entering Additional Information for a Professional Body, Oracle HRMS Enterprise and Workforce Management Guide.

  4. Repeat these steps to enter further information.

To enter legal employer information

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select one of the following:

  4. Repeat these steps to enter further information.

To enter social security office details

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select Social Security Office Details. See: Entering Social Security Office Information.

  4. Repeat these steps to enter further information.

To enter social security province office details

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select Social Security Province Details. See: Entering Social Security Province Office Information.

  4. Repeat these steps to enter further information.

To enter work center details

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select one of the following:

  4. Repeat these steps to enter further information.

To enter healthcare organization details

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select Healthcare Organization. See: Entering Healthcare Organization Information

  4. Repeat these steps to enter further information.

To enter tax office details

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select Tax Office Details. See: Entering Tax Office Details

To enter tax administration details

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select Tax Administration. See: Entering Tax Administration Details

Setting Up Spanish Organizations

You must set up your organizations in the order shown below. If you do not set up your organizations correctly, your RED System reports may contain inaccurate information.

  1. Set up a business group and any other non-Spanish specific organizations required by your enterprise.

  2. Create your legal employers and enter statutory information for them.

  3. Create the sections that your work centers include. (A section is the department or facility where an employee works). Sections are used for internal reporting purposes only and do not affect your statutory reports.

  4. Create your work centers and enter their additional information, including the sections they include.

  5. Query the legal employers you have created, and attach the work centers to the appropriate employers as additional information.

    For more information on how to create the organizations and additional information described in this topic, please see: Creating an Organization and Entering Additional Information

  6. Attach the employee assignment to a work center. You can select any work center that has been attached to any legal employer in your organization. See: Entering Additional Assignment Details.

    Warning: Typically, your legal employer and HR Organization are different organizations. If, however, you have an organization that is both the Legal Employer and the HR Organization and you attach the assignment to a work center in this organization, but you assign the entire assignment to a different legal employer organization, your statutory reporting may include inaccurate information.

  7. Select the section in which this employee works. You can select any section for the work center associated with this assignment. See: Entering Additional Assignment Details.

Entering Statutory Information

Use the Statutory Information window to record information about the legal employer. The information you enter here appears on statutory reports such as Company Certificate and RED System: New Hires, Leavers, and Contract Changes reports.

To enter statutory information

  1. In the Organization window, query the organization if it does not already appear there. In the Organization Classifications region, select Legal Employer, choose Others, and select Statutory Information.

  2. Click the field on the Additional Organization Information to open the Statutory Information window.

  3. Enter the full name of the organization.

  4. Select the employee who represents your organization.

  5. Enter the position the representative holds within the organization.

  6. Select the type of the organization.

  7. Enter the tax number. The application uses this information to identify your organization with the tax office.

  8. Select the tax office you defined as an external organization.

  9. Select the tax administration office to which your organization reports.

  10. Enter the social insurance code of your organization. The application uses this code on RED System: New Hires, Leavers, and Contract Changes Report.

  11. Select the local and provincial social security offices for your organization.

  12. Enter details such as the identification number, password, and silcon certificate number of your organization. You use this information to communicate to the social insurance authority any changes in workforce.

  13. Select the healthcare organization for your organization.

  14. Save your work.

Entering Benefit Uplift Details

Use the Benefit Uplift Details window to record the benefit uplift information for employees. Employers provide a benefit uplift to employees to increase their statutory earnings during absences such as a temporary disability, maternity, or a pregnancy at risk. The application uses this information to determine the available benefit uplift amount for the employee.

To enter benefit uplift details

  1. In the Organization window, query the organization if it does not already appear there. In the Organization Classifications region, select Legal Employer, choose Others, and select Benefit Uplift Details.

  2. Click the field on the Additional Organization Information to open the Benefit Uplift Details window.

  3. Select an absence type.

  4. Select a calculation method to calculate the benefit amount based on the employee's statutory earnings or their gross pay. If you select Gross Pay, you must select the daily rate formula to calculate the benefit amount.

    Note: Use Oracle FastFormula to define a Benefit Uplift Daily Rate Formula and Benefit Uplift Duration formula, to return the percentages applicable to the absence and the number of days paid at that percentage.

    See: Benefit Uplift Overview and Oracle HRMS FastFormula

  5. Select the formula to identify the duration for which this benefit uplift is applicable.

  6. Enter the start and end dates for the benefit uplift situation.

  7. Save your work.

Entering Disability Deduction Information

Use the Disability Deduction window to record the disability deduction information of employees for legal employers. Legal employers manage certain non-IA/ID temporary disability situations and expenses of employees and be eligible for certain exemptions on social security contributions. You record the disability deduction information determine the rebates and reductions the legal employer is eligible for.

To enter disability deduction information

  1. In the Organization window, query the organization if it does not already appear there. In the Organization Classifications region, select Legal Employer, choose Others, and select Disability Deduction.

  2. Click the field on the Additional Organization Information to open the Disability Deduction window.

  3. Select the type of the expenses incurred by the legal employer towards managing the temporary disability. The application uses this information to determine the rebates and reductions the legal employer is eligible for.

  4. Enter the start and end dates for the disability deduction management.

  5. Save your work.

Entering Exempt Situations Information

Use the Exempt Situations window to record the information about the contribution exempt situation for a legal employer. Legal employers and employees are eligible for certain exemptions from their contribution quotas from the regular situations or non industrial risk situations, for example temporary disability due a non industrial risk or accident. Legal employers must record this information to calculate their contribution quotas.

To enter exempt situation information

  1. In the Organization window, query the organization if it does not already appear there. In the Organization Classifications region, select Legal Employer, choose Others, and select Exempt Situations.

  2. Click the field on the Additional Organization Information to open the Exempt Situations window.

  3. Select the type of situation that requires an exemption from the list.

  4. Enter the start and end dates for contribution exempt situation.

  5. Save your work.

Entering Natural Disaster Information

Use the Natural Disaster Information window to record information about the natural disaster dates. The application uses this information for calculating rebates on social security deductions.

To enter natural disaster information

  1. In the Organization window, query the work center if it does not already appear there. In the Organization Classifications region, select Work Center, choose Others, select Natural Disaster.

  2. Click in the field on the Additional Organization Information to open the Natural Disaster window

  3. Enter the start and end dates for the natural disaster.

  4. Save your work.

Entering Work Center Reference

Use the Work Center Reference window to link a work center to a legal employer. The work center is the facility where an employee works, such as a manufacturing plant or a headquarter office. The application uses this information for administrative purposes such as computing payroll for employees assigned to a particular work center.

To enter Work Center Reference

  1. From the Organization window, query the organization if it is not already displayed and select the Legal Employer in the Organization Classifications region. Choose the Others button to open Additional Organization Information window.

  2. From the Additional Organization Information window, select Work Center Reference.

  3. Click the field to open the Work Center Reference window.

  4. Select a work center from the list of previously defined work centers.

  5. Save your work.

Entering Work Center Details

Use the Work Center Details window to record details about the internal organization where employees work.

To enter work center details

  1. In the Organization window, query the work center if it does not already appear there. In the Organization Classifications region, select Work Center, choose Others, select Work Center.

  2. Click in the field on the Additional Organization Information to open the Work Center Details window.

  3. Enter the secondary account code that identifies the work center on statutory reports.

  4. Select the code that identifies the main activity of your company. This application uses this information to determine your company’s IA/ID contributions.

  5. Select the social security scheme that your company follows, for example General Scheme.

  6. Select the contribution account type to which the employee belongs, whether a member of the board or a trainee. The application uses this information to determine the employee's IA/ID contribution.

  7. Save your work.

Entering Partial Unemployment Information

Use the Partial Unemployment window to record the partial unemployment information of employees in a work center. You require this information to calculate the statutory earnings and social security deductions for employers and employees.

To enter partial unemployment information

  1. In the Organization window, query the work center if it does not already appear there. In the Organization Classifications region, select Work Center, choose Others, select Partial Unemployment.

  2. Click in the field on the Additional Organization Information to open the Partial Unemployment window.

  3. Enter a percentage of unemployment. This percentage must be greater than 30%.

  4. Enter the start and end dates for partial unemployment.

  5. Select the calculation method to calculate the uplift amount based in employee's statutory earnings or their gross pay. If the calculation is based on their gross pay, you must enter the daily rate formula to calculate the benefit amount. Use Oracle FastFormula to create the daily rate formula and the duration formula based on the employee's gross pay. See: Oracle FastFormula, Oracle HRMS FastFormula Guide

  6. Select the duration formula to determine the duration for this benefit.

  7. Save your work.

Entering Work Center Shutdown Information

Use the Work Center Shutdown window to record information about the shutdown dates for a work center. You require this information to process the social security deduction calculations and benefits the employers and employees are eligible to receive from the social security administration when there is a shutdown.

To enter work center shutdown information

  1. In the Organization window, query the work center if it does not already appear there. In the Organization Classifications region, select Work Center, choose Others, select Work Center Shutdown.

  2. Click in the field on the Additional Organization Information to open the Work Center Shutdown window.

  3. Enter a description or reason for the shutdown of the work center.

  4. Enter the start and end dates for the shutdown.

  5. Save your work.

Entering a Section Reference

Use the Section Reference window to add sections, such as departments or facilities, to a work center.

To enter a Section Reference

  1. From the Organization window, query the organization if it is not already displayed and select the Work Center in the Organization Classifications region. Choose the Others button to open Additional Organization Information window.

  2. From the Additional Organization Information window, select Section Reference.

  3. Click in the field to open the Section Reference window.

  4. Select one or more sections to add to the work center.

  5. Save your work.

Entering Tax Office Details

Use the Tax Office window to enter information about the tax office. The tax office is an external organization that your organization reports to for tax purposes.

To enter tax office details

  1. In the Organization window, query the tax office if it does not already appear there. In the Organization Classifications region, select Tax Office, choose Others, select Tax Office.

  2. Click in the field on the Additional Organization Information to open the Tax Office window.

  3. Enter the code that identifies the tax office.

  4. Save your work.

Entering Tax Administration Details

Use the Tax Administration window to enter information about the tax administration. The tax administration is an external organization that your organization communicates with for tax purposes.

To enter tax administration details

  1. In the Organization window, query the tax administration if it does not already appear there. In the Organization Classifications region, select Tax Administration, choose Others, select Tax Administration.

  2. Click in the field on the Additional Organization Information to open the Tax Admin Details window.

  3. Enter the code that identifies the tax administration office.

  4. Save your work.

Entering Social Security Office Information

Use the Social Security Office window to record details about this external organization.

To enter social security office information

  1. In the Organization window, query the social security office if it does not already appear there. In the Organization Classifications region, select Social Security Office, choose Others.

  2. Click in the field on the Additional Organization Information to open the Social Security Office window.

  3. Enter the code of the social security office for reporting purpose.

  4. Save your work.

Entering Social Security Province Office Information

Use the Social Security Province Office window to record details about the external organization to whom your organization submits social security contributions.

To enter social security province office information

  1. In the Organization window, query the social security province office if it does not already appear there. In the Organization Classifications region, select Social Security Province Office, choose Others.

  2. Click in the field on the Additional Organization Information to open the Social Security Province Office window.

  3. Enter the code of the social security province office for internal reporting purposes.

  4. Save your work.

Entering Healthcare Organization Information

Use the Company Details window to record details about the external insurance organization for social security contributions and Industrial Accidents and Industrial Diseases (IA/ID) reporting.

To enter healthcare organization information

  1. In the Organization window, query the healthcare organization if it does not already appear there. In the Organization Classifications region, select Healthcare Organization, choose Others.

  2. Click in the field on the Additional Organization Information window to open the Company Details window.

  3. Enter the name and address of the insurance company that records your insurance information.

  4. Enter the code of the healthcare organization for internal reporting purpose.

  5. Save your work.

Business Groups: Entering SOE Information

You enter statement of earnings (SOE) information at the business group level to specify what information appears on each region of the statement of earnings. You can enter element set names for earnings, deductions, and any imputed earnings to ensure that the elements within these sets appear on the statement of earnings. You can also supply balance attributes for SOE display.

To enter SOE information

  1. In the Organization window, query the business group if it does not already appear. In the Organization Classifications region, select Business Group, click Others, and select SOE information

  2. Click in a field of the Additional Organization Information window to open the SOE Information window.

  3. Select the SOE user category. You use this information to restrict the type of users who can view the SOE.

  4. Select the Earnings element set in the Elements 1 field. (The set name typically begins with a legislative identifier, and then incorporates SOE EARNINGS as the next part of the name).

  5. Select the Deductions element set in the Elements 2 field. (The set name typically begins with a legislative identifier, and then incorporates SOE DEDUCTIONS as the next part of the name).

  6. If you have an element set for imputed earnings, select it in the Elements 3 field.

    Note: For South Africa only: You select the ZA SOE Fringe Benefits and Other Non Payments element set in the Elements 3 field.

  7. Select the Information element set in the Information 1 field. You create this element set when you set up your statement of earnings.

    See: Setting Up a Global Statement of Earnings, Oracle HRMS Payroll Processing Management Guide

  8. Select your predefined balance attributes in the Balances fields (Balance 1, Balance 2 and so on)

  9. Save your work.

Business Groups: Entering SOE Detail Information

The statement of earnings (SOE) displays details of earnings, deductions and other payroll-related information for an employee assignment. Oracle HRMS enables you to determine the display name for elements and balances, and the sequence in which they display.

To enter SOE detail information

  1. In the Organization window, query the business group if it does not already appear. In the Organization Classifications region, select Business Group, click Others, and select SOE Detail Information.

  2. Click in a field of the Additional Organization Information window to open the SOE Detail Information window.

  3. Select the type of SOE details that you want to record, by selecting balance or element.

    • If you select balance, then select the balance, dimension, and balance display name that you want the SOE to display.

    • If you select element, then select the element name, input value, and element display name that you want the SOE to display

  4. Save your work.