Understanding Data Retrieval from HR
this topic discusses how data in HR is retrieved and used in Global Payroll using these elements:
Database system elements
Arrays
Rate codes
Frequency
Triggers
Database system elements contain payee-related data that is retrieved from HR and commonly used in pay calculations. You don't have to set up these elements or do anything special to resolve them. They are resolved when they're used in a calculation.
These HR tables populate database system elements:
PERSON.
PERS_DATA_EFFDT (personal data effective date).
PER_ORG_ASGN_VW.
JOB (including fields from country-specific sub records).
PER_ORG_ASGN (person organizational assignment).
PER_ORG_INST (person organizational instance).
ADDRESSES.
CONTRACT_DATA.
WKF_CNT_TYPE (workforce contract type).
See Working with System Elements.
Using Address Related System Elements
HR can store several different addresses for a payee. In Global Payroll, you can specify which of these addresses you want the system to use. You do this through the use of a formula and a database system element called ADDRESS TYPE.
When you run the payroll process, the system retrieves the address that was effective as of the end date of the segment or slice.
Note: The batch process truncates data that is retrieved by system elements when the data exceeds 30 characters (for character fields) or 12.6 (for numeric fields). For example, system elements for the ADDRESS fields can contain up to 55 characters; however, the system truncates the last 25 characters of data during the batch process.
To identify which payee address you want the system to use:
Create a formula that assigns the appropriate character value to the system element ADDRESS TYPE.
For example, your formula might assign the value HOME to ADDRESS TYPE.
Add the formula to a section of the process list.
Note: You can view the different address types on the Personal Address Type Table page, which can be found under Set Up HCM, Foundation Tables, Personal, Personal Address Type.
An array is an element that retrieves data from any table or view that database system elements do not retrieve. For example, you can use an array to retrieve data from the Benefit table or the Company table in HR for further processing in Global Payroll.
You use rate codes to retrieve pay component data from HR and bring this data into Global Payroll. The system calculates the values in Global Payroll, rather than transferring the data directly from HR, so that currency conversions can be calculated for every pay run. In Global Payroll, you define a rate code element and link it to the corresponding rate code defined in a HR table.
HR has an effective-dated Frequency table, where you enter the annualization factor for each frequency. Defining the annualization factor is important for payroll processing in Global Payroll.
Global Payroll accesses the same Frequency table as HR and uses it throughout Global Payroll for annualization and deannualization. When you set up a frequency in HR, you associate a factor with it. For example, an annual factor can be equal to one, a monthly factor can be equal to 12, and a weekly factor can be equal to 52.
The frequency formulas used for annualization and deannualization are the same for both HR and Global Payroll:
(Annualized Amount) = (Amount) × (Frequency Factor).
(Deannualized Amount) = (Annualized Amount) / (Frequency Factor).
Important! If you change the effective status, frequency type, or annualization factor of an existing frequency on the Frequency Table page in HR, you get a warning message saying that previous calculations using this frequency are out of sync with the new values of the frequency.
When defining earnings and deductions in Global Payroll, the system obtains the frequency factor from HR. The system annualizes the earning or deduction element, according to the specified frequency factor, and deannualizes the earning or deduction element, according to the specified calendar period frequency. The only exception to this rule is when you've specified a generation control frequency. Then, the system annualizes the earning or deduction value according to the specified frequency factor, but deannualizes it according to the generation control frequency.
In Global Payroll, frequency is used with:
Element definition.
Generation control.
Calendar periods (when defining the frequency that's being processed).
Rate code elements.
System elements.
See Calculation Rules and Components, Frequency and Generation Control Calculations, Understanding Frequency IDs.
In Global Payroll, triggers are used to initiate iterative, segmentation, or retroactive processing in response to changes to HR data. For example, you might want to create a trigger that detects retroactive pay rate increases, so that the system can reprocess prior periods and calculate any money owed to payees.
Triggers can respond to field-level and record-level data changes.
With Global Payroll, you can also create mass triggers. Mass triggers enable you to generate payee triggers based on changes to setup tables. Mass triggers can be established for specific records on specific components.