Guidelines to Setup Payroll Balance Groups in Oracle Cloud HCM and Fusion Data Intelligence
The Fusion Data Intelligence HCM - Workforce Rewards - Payroll Balances subject area pulls payroll balance data from Oracle Cloud HCM according to settings in the Analytics Warehouse Balance Group.
The default setup for this balance group is provided in the following
sections, and you can adjust your setup as needed based on the critical considerations.
Note:
Failing to follow these recommendations and considerations may negatively impact the performance of data extractions and reports.Payroll Balances Accelerator Guidelines
- Include RUN Balance Dimensions: Use only the RUN balance dimensions as specified in the default recommended balance group section. Add relationship level dimensions unless there's a specific requirement for assignment level balances.
- Exclude Period-To-Date Accumulations and Total Base Categories: Don't add dimensions related to Period-To-Date accumulations (for example QTD, YTD, MTD) or base categories for Total Balances, as these are calculated by Fusion Data Intelligence with prebuilt business metrics in the subject area.
- Avoid Excess Base Dimensions: Adding extra base dimensions for a base category or balance name may cause performance issues due to large data volumes, which might not be useful for analytical or reporting purposes.
- Mandatory Filtering: Filter by specific base dimensions to ensure accurate payroll balance reporting and analysis. Without this filter, balance values may be incorrectly aggregated across base dimensions, leading to inaccurate results.
Default Recommended Balance Group Setup - For Legislations - United States
| Base Category | Base Dimension (Default) |
|---|---|
| Earnings | Relationship Tax Unit Run |
| Supplemental Earnings | Relationship Tax Unit Run |
| Voluntary Deductions | Relationship Tax Unit Run |
| Involuntary Deductions |
Relationship Tax Unit, Third Party Payee, Reference Code Run Relationship Tax Unit, Reference Code Run |
| Pre-Statutory Deductions | Relationship Tax Unit Run |
| Miscellaneous | Relationship Tax Unit Run |
| Employer Taxes | Relationship Tax Unit Run |
| Employer Charges | Relationship Tax Unit Run |
| Employee Tax Credits | Relationship Tax Unit Run |
| Direct Payments | Relationship Tax Unit Run |
| Hours | Relationship Tax Unit Run |
| Nonpayroll Payment | Relationship Tax Unit Run |
Default Recommended Balance Group Setup - For Legislations - United Arab Emirates, Qatar, Saudi Arabia
| Base Category | Base Dimension (Default) |
|---|---|
| Earnings | Relationship Run |
| Supplemental Earnings | Relationship Run |
| Voluntary Deductions | Relationship Run |
| Miscellaneous | Relationship Run |
| Employer Taxes | Relationship Run |
| Employer Charges | Relationship Run |
| Employee Tax Credits | Relationship Run |
| Direct Payments | Relationship Run |
| Hours | Relationship Run |
Default Recommended Balance Group Setup - For Legislations - Canada
| Base Category | Base Dimension (Default) |
|---|---|
| Absences | Relationship Tax Unit Run |
| Direct Payments | Relationship Tax Unit Run |
| Earnings | Relationship Tax Unit Run |
| Supplemental Earnings | Relationship Tax Unit Run |
| Taxable Benefits | Relationship Tax Unit Run |
| Involuntary Deductions |
Relationship Tax Unit, Reference Code Run Relationship Tax Unit, Third Party Payee, Reference Code Run |
| Pre-Statutory Deductions | Relationship Tax Unit Run |
| Tax Deductions | Relationship Tax Unit Run |
| Voluntary Deductions | Relationship Tax Unit Run |
| Employer Charges | Relationship Tax Unit Run |
| Employer Taxes | Relationship Tax Unit Run |
| Hours | Relationship Tax Unit Run |
| Information | Relationship Tax Unit Run |
| Miscellaneous | Relationship Tax Unit Run |
Default Recommended Balance Group Setup - For Legislations - United Kingdom
| Base Category | Base Dimension (Default) |
|---|---|
| Absences | Payroll Relationship, Run |
| Days | Payroll Relationship, Run |
| Direct Payments | Payroll Relationship, Run |
| Employer Charges | Payroll Relationship, Run |
| Employer Taxes | Payroll Relationship, Run |
| Hours | Payroll Relationship, Run |
| Information | Payroll Relationship, Run |
| Involuntary Deductions | Payroll Relationship, Run |
| Irregular Earnings | Payroll Relationship, Run |
| Miscellaneous | Payroll Relationship, Run |
| PAYE Deductions | Payroll Relationship, Run |
| Pre-Statutory Deductions | Payroll Relationship, Run |
| Regular Earnings | Payroll Relationship, Run |
| Taxable Benefits | Payroll Relationship, Run |
| Voluntary Deductions | Payroll Relationship, Run |
Default Recommended Balance Group Setup - For Legislations - Mexico
| Base Category | Base Dimension (Default) |
|---|---|
| Absences | Relationship Tax Unit Run |
| Standard Earnings | Relationship Tax Unit Run |
| Employee Tax Credits | Relationship Tax Unit Run |
| Employer Charges | Relationship Tax Unit Run |
| Employer Taxes | Relationship Tax Unit Run |
| Hours | Relationship Tax Unit Run |
| Information | Relationship Tax Unit Run |
| Involuntary Deductions | Relationship Tax Unit Run |
| Miscellaneous | Relationship Tax Unit Run |
| Pretax Deductions | Relationship Tax Unit Run |
| Social Insurance Deductions | Relationship Tax Unit Run |
| Supplemental Earnings | Relationship Tax Unit Run |
| Tax Deductions | Relationship Tax Unit Run |
| Taxable Benefits | Relationship Tax Unit Run |
| Voluntary Deductions | Relationship Tax Unit Run |
Default Recommended Balance Group Setup - For Legislations - China
| Base Category | Base Dimension (Default) |
|---|---|
| Direct Payments | Relationship Tax Unit Run |
| Absences | Relationship Tax Unit Run |
| Earnings | Relationship Tax Unit Run |
| Supplemental Earnings | Relationship Tax Unit Run |
| Taxable Benefits | Relationship Tax Unit Run |
| Pre-Statutory Deductions | Relationship Tax Unit Run |
| Tax Deductions | Relationship Tax Unit Run |
| Employer Charges | Relationship Tax Unit Run |
| Social Insurance Deductions | Relationship Tax Unit Run |
| Voluntary Deductions | Relationship Tax Unit Run |
Default Recommended Balance Group Setup - For Other Legislations
| Base Category | Base Dimension (Default) |
|---|---|
| Direct Payments | Relationship Tax Unit Run |
| Absences | Relationship Tax Unit Run |
| Earnings | Relationship Tax Unit Run |
| Supplemental Earnings | Relationship Tax Unit Run |
| Taxable Benefits | Relationship Tax Unit Run |
| Pre-Statutory Deductions | Relationship Tax Unit Run |
| Tax Deductions | Relationship Tax Unit Run |
| Employer Charges | Relationship Tax Unit Run |
| Social Insurance Deductions | Relationship Tax Unit Run |
| Voluntary Deductions | Relationship Tax Unit Run |
Payroll Balances in Oracle Cloud HCM and Usage in Fusion Data Intelligence
There are three main components of Payroll balances.
-
Balance Name: Specific names for each balance are customizable. For example, Basic Pay, Overtime, Bonus etc.
For example, Alex is an employee of the Sales team.- As part of his Payroll he gets one regular component, Base Pay, and three irregular payments based on eligibility, Overtime, Bonus, and Commissions.
- As per tax rules of applicable legislation there are two deductions: Medical Insurance and 401(K) Employee Contribution.
Category Amount Base Pay $4000.00 Overtime Pay $300 Bonus $1200 Commissions $2000 Medical Insurance $150 401(k) Employee Contribution $200 -
Base Categories
- Standard Earning: Regular earnings that are part of the base salary.
- Supplemental Earning: Additional earnings such as bonuses or commissions.
- Voluntary Deduction: Deductions chosen by the employee, such as retirement contributions.
- Involuntary Deduction: Deductions mandated by law, such as tax or garnishments.
- Hours: Recorded work hours or overtime.
- Information: Miscellaneous payroll-related information.
-
For example, Alex is an employee of Sales team.
- Each Balance Name has an associated base category.
- Some of the most common base categories are listed in the right column of the table shown.
Balance Name Base Category Standard Earnings Pretax Deductions Voluntary Deductions Supplemental Earnings Employer Taxes Involuntary Deductions Employee Tax Credits Miscellaneous Employee Tax Wages Employee Tax Deductions Employer Tax Wages Employer Liabilities -
Base Dimension shows three different perspectives.
- Time: Various periods such as Quarter to Date, Inception to Date, Month to Date, Year to Date, etc.
- Employment: Different employment relationships or assignments.
- Context: Location-based dimensions like Area, City, etc.
-
For example, Alex is an employee of the Sales team.
- Each balance has different base dimensions associated with it.
- Fusion Data Intelligence calculates values of Period To Date (QTD, MTD, YTD). Therefore the Analytics Warehouse Balance group shouldn't have Time-based Base Dimension added.
- Context-based Base Dimensions aren't supported so they shouldn't be added
Time Based Dimension Employment Based Dimension Context Based Dimension Relationship Tax Unit Run QTD Relationsip Tax Unit Run Relationship Tax Unit Run Area 1 Run Relationship Tax Unit RUn YTD Assignment Tax Unit Run Relationship Tax Unit Run Area 2 Run NA Relationship Run NA NA Assignment Run NA -
For example, Alex is an employee of the Sales team.
- Combining Balance Name, Base Category, and Base Dimension, you can see the results in the following table.
- Alex receives $4000 for base pay. To get that from balances data, filter on a specific base dimension such as Relationship Tax Unit Run.
- To ensure accurate reporting and analysis of Payroll Balances, filter by specific base dimensions.
- Without this filter, balance values may be incorrectly aggregated across dimensions, leading to inaccurate results.
- The Balance Group setup allows you to select specific balances/base categories/base dimensions that any organizations need for Payroll Analytics and Reporting.
Base Category Balance Name Balance Dimension Amount Standard Earnings Base Pay Relationship Run $4000 Standard Earnings Base Pay Relationship Tax Unit Run $4000 Standard Earnings Base Pay Assignment Run $4000 Standard Earnings Base Pay Assignment Tax Unit Run $4000 Standard Earnings Base Pay Relationship Tax Unit Run QTD $12000