Setup Tasks to Administer Payroll
This is a list of setup and administration tasks required to administer key payroll features for the UK.
Tasks |
What you must do |
Where to find info on the Help Center |
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Configure Payroll Legislations |
Create the payroll legislative data for the UK. Set up elements, balances, and other payroll-related data for implementations. |
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Organization Payment Methods | Create organization payment methods by setting up payment type, payment sources, and payment rules. | |
Element Entries | Create element entries for compensation or basic benefits for an employee assignment. | |
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The application provides many predefined elements that can't be modified at the implementation level. Define additional elements as required. |
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Legal Entity Calculation Cards |
Review and edit predefined calculation cards for payroll statutory units. The payroll process uses the calculation rules defined on the cards to calculate earnings and deductions. |
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Legal Reporting Unit Calculation Cards |
Review and edit organization calculation cards for your TRUs. The payroll process uses the calculation rules defined on these cards to calculate earnings and deductions. |
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Calculation Value Definitions |
Review the tables that hold the rates and values used to calculate earnings, deductions, and exemption amounts. Create calculation definitions as needed. |
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Payroll Calculation Information and Calculation Cards | Actions such as hiring a person or loading data may create some
cards automatically. Otherwise, you can create the card manually.
Review the payroll calculation information rules and definitions generated for user-defined elements. These rules and definitions are used for calculation of earnings and deduction amounts. |
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Voluntary Deductions | Set up and manage voluntary deductions such as pensions automatic enrolment and pension enrolment using employee self-service. | |
Involuntary Deductions | Set up and manage involuntary deductions such as court orders, student loans, or postgraduate loans. | |
Global Transfers |
Transfer one or more employees from one legal employer to another. |
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Payroll Flow Patterns |
Review the predefined payroll flow patterns, and create additional patterns to meet specific requirements. |
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Third-Party Payments | Create third-party payment methods for third-party persons or external organizations. | |
Payroll Run and Payroll Calculation | Run payroll | |
Payroll Run Results | Verify payroll run results by viewing the statement of earnings and payroll reports. | |
Reconciling Payments | Create account combination for the reconciliation differences account. Set up transaction codes. Set up reconciliation rules | |
Auditing and Reporting | Review and validate the payroll information before you run any payroll process or reports. | |
HCM Data Loading Business ObjectsOverview of Taxable Benefits for the UK | Load payroll localization data for the United Kingdom. |