Contents

• Title and Copyright Information
• Get Help

1 Let's Get Started

• Implementing Payroll for India
• Setup Tasks for Implementing Payroll in India
• Create an Implementation Project for India
• Responsive User Experience Setup
  • Deep Links
  • Search Logic Profile Options for Client List of Values
  • Use Transaction Design Studio to Configure Field Displays

2 Payroll Concepts to Understand

• Date Effectivity
  • Date Effectivity
  • How You Delete Physical Records from Date-Effective Objects
• Country Extensions
  • Select Country Extensions for India
  • Verifying Geographies
  • Address Validation Settings
• Legislation
  • Payroll Legislative Data
  • How Legislations are Edited
• Enterprise Structures
  • Enterprise Structures for India
  • Legislative Data Groups
  • Payroll Employment Hierarchy Profile Options
  • Examples of HCM Organization Models for India
  • What's a legal employer?
  • What's a payroll statutory unit?
  • What's a tax reporting unit?
• Legal Entities
  • Overview
  • Plan Legal Reporting Units
  • How Legal Employers Work with Payroll Statutory Units and Tax Reporting Units
  • Legal Entities for India
  • Define Legal Entities for India
  • Manage Legal Entities
  • Define Legal Entity Registrations for India
• Jurisdictions and Legal Authorities
  • Overview of Legal Jurisdiction and Authorities
  • Jurisdictions
  • Legal Jurisdictions
  • Legal Authorities for India
  • Legal Addresses for India
• Legal Reporting Units
  • Define Legal Reporting Units and Tax Reporting Units
  • Set Up Tax Reporting Unit for Income Tax
    • Set Up Tax Reporting Unit for Provident Fund
    • Set Up Tax Reporting Unit for Professional Tax
    • Set Up Tax Reporting Unit for Employee State Insurance
    • Set Up Tax Reporting Unit for Labour Welfare Fund
    • Set Up Tax Reporting Unit for National Pension Scheme
• Employment Model
  • Overview of Payroll Employment Model
  • How do I diagnose payroll employment model setup issues?
• Payroll Relationships
  • Payroll Relationships for India
  • Payroll Relationship Switcher
  • Payroll Relationship Rules
  • Why do I define payroll relationship rules for an international HR legislation?
  • When do I change the payroll relationship rules for an international legislation?
  • Why doesn't the payroll region display for Candidate person type while you're configuring international legislation?
• HCM Data Roles
  • Role Provisioning and Deprovisioning
  • Create HCM Data Roles for Global Payroll Implementation Users
  • How do I provision HCM data roles to users?
  • Configure Employee Abstract Role

3 Application Tools

• Payroll Business Definitions
• Create and Edit Profile Options
• Security Profiles
  • HCM Security Profiles
  • Payroll Security Profiles
  • Payroll Data Capture for Multiple Concurrent Assignments
• User Defined Tables
  • Example to Create a User-Defined Table for Matched Row Values
  • Example to Create a User-Defined Table for a Range of Row Values
  • Create a User-Defined Table
  • User Table Validation Formula Type
• Fast Formulas
  • Overview of Using Fast Formulas
  • Example of Writing a Fast Formula Using Formula Text
  • Example of Writing a Fast Formula Using Expression Editor
  • When do I run the Compile Formula process?
• Payroll Flows
  • Overview of Payroll Flows
  • Flow Pattern Components

4 Load Payroll Data Using Transformation Formula

• Data Loader
  • Load Objects with HCM Data Loader
  • Use HSDL to Upload Organization Calculation Card Info for India
  • Guidelines for Loading Calculation Cards
• Payroll Transformation Formula For HCM Data Loader
  • Overview of Payroll Transformation Formula For HCM Data Loader
  • How You Transform Data Using Payroll Transformation Formula for HCM Data Loader
  • How To Create A Program for Automation
  • Submit the Load Data From File Flow
  • Transformation Formula Input Variables
  • Payroll Transformation Formula Operations
  • Return Values for Payroll Transformation Formula for HCM Data Loader
  • Sample Payroll Transformation Formula for HCM Data Loader
  • Sample Payroll Transformation Formula for Multiple Business Objects

5 Employee Management

• Hiring a Worker
• Manage Person and Employment Information
• Terminating a Worker
• Global Transfer
  • Transfer Actions
  • Local and Global Transfer
  • Data Copy and Display Options for Local and Global Transfer
  • Mass Legal Employer Change
  • Transferring People
    • Example of a Global Transfer for India

6 Elements, Earnings, and Deductions

• Payroll Elements
  • Payroll Elements
  • How You Maintain Payroll Elements
• Earnings and Deductions
  • Overview of Define Earning and Deduction Definitions
  • How Payroll Elements Hold Information for Multiple Features
  • Define Elements, Balances, and Formulas
  • Define Voluntary Deductions Using Reference Codes
• FAQs for Elements
  • What's the difference between a recurring and nonrecurring element?
  • When does an element get processed with a processing option of process once per period?
  • What's an element's skip rule?
  • What happens if I select the Closed for Entry option for an element?
  • How can I create an element for retroactive processing?
  • How can I create offset entries instead of deleting retroactive entries and notifications?
  • What happens if I manually enter a value in an element entry value that has a runtime default value?
  • How can I use normal elements for a retroactive element to distribute costing?
  • How do I change the number of decimal places used in element input values?
  • How can I Edit the Date for a Frequency Rule?
  • Why can't I add a secondary element classification to process a new deduction or tax?
• Element Classifications
  • Primary Element Classifications for India
  • Secondary Element Classifications for India
  • How Element Classification Components Work Together
  • How Element Processing Sequence is Determined
• Element Employment Level
  • Employment Level Options for Payroll Elements
• Element Configurations
  • Create Earnings Element for India
  • Allowances Element for India
  • Create Salary Basis and Additional Allowance Elements for India
  • Perquisites Element for India
  • Create Bonus Taxation Element for India
• Element Input Values
  • Payroll Element Input Values
  • Use a Value Set for an Element Input Value
• Element Entries
  • Enable Automatic, Multiple, or Additional Element Entries Options
  • Options to Determine an Element's Latest Entry Date
  • Default Values for Element Entries
  • Element Input Validation Formula Type
  • Formula Result Rules for Elements
• Element Eligibility
  • Payroll Element Eligibility
  • Maintain Element Eligibility
  • Add Eligibility Rules for Predefined Elements
• Statutory Deductions
  • Statutory Deductions for India
• Voluntary and Involuntary Deductions
  • Voluntary Deductions for India
  • Fee and Proration Rules for Involuntary Deductions

7 Set Up Investment Declaration

• Define Window Period
  • Define Window Period for Investment Declaration
  • Define Window Period for Proof Submission
  • Define Window Period for Tax Regime
• Complete Investment Declaration
  • Choose the Tax Regime
  • House Rent, Property, and Loan Information
    • Declaring the House Rent Information
    • Declare the House Loan and House Property Information
  • Chapter VIA Deductions
    • Declare Investments in Section 80C
    • Declare Contribution to Pension Funds in Section 80CCC
    • Declare Contribution to Medical Insurance in Section 80D
    • Declare Donations for Research and Rural Development in Section 80GGA
    • Declare Interest on Higher Education Loan in Section 80E
    • Declare Deductions in respect of Rent Paid in Section 80GG
    • Declare Expenses in Section 80GGC and Section 80U
  • Add Other Income
• Add Previous Employment Info
• Upload Documents of Proof
  • Upload Documents of Investment Proof
• View Summary Report
• Set Up the Approval Process for Investment Proofs
• View Income Tax Computation Sheet

8 Calculation Cards and Calculation Values

• Calculation Cards
  • How Entries of Personal Calculation Cards Fit Together
  • Calculation Cards for Statutory Deductions
  • Calculation Cards for Deductions at Different Levels for India

9 Payroll Processing Rules

• Payroll Process Configuration Groups
  • Payroll Process Configuration Groups
  • Payroll Process Configuration Parameters
  • Logging Processing Parameters
  • Parallel Processing Parameters
  • FAQs Payroll Process Configuration
    • How can I improve performance and troubleshoot flows?
  • Restrict Payroll Processing
• Expedited Processing
  • Overview of Expedited Processing
  • Expedited Processing Rules
  • Add Override Check Printer in XML File

10 Payroll Definition Details

• Payroll Definition
  • Overview of Payroll Definitions
  • Payroll Definitions
  • Create Payroll Definitions for India
  • Create Payroll Definitions
  • Time Card Required Option
  • FAQs for Payroll Definition
    • Why doesn't my payroll definition appear in search results?
• Pay Frequency
  • How Pay Frequency Components Work Together
  • Statutory and Earning Periods
  • FAQs for Pay Frequency
    • When would I close a payroll period?
    • Why can't I find my organization payment method when creating other payroll objects?
• Periodicity
  • Periodicity Conversion
• Consolidation Groups
  • Consolidation Groups
  • Examples of Using Consolidation Groups
• Run Types
  • Run Types
• Object Groups
  • Overview of Object Groups
  • Process Information Group Security
  • Create an Element Object Group

11 Payroll Balances

• Balance Definitions
  • Balance Definitions for India
  • Primary Balances
  • Balances in Professional Tax Calculations
  • Balances in Net-to-Gross Calculations
  • Generate Run Balances
• Balance Groups and Usages
  • Balance Groups
  • Balance Group Usages
  • Create Balance Groups and Usages
  • Examples of Balance Group Usages for India
  • Rules for Editing Balance Groups and Their Usages
• Balance Exceptions
  • Balance Exceptions
  • Examples of Balance Exceptions
• Balance Exception Report
  • Balance Exception Report
  • How to Create a Balance Exception Report
  • Severity Level for Balance Exceptions
• Copy Balances During Global Transfer
  • Overview of Copying Balances
  • Before You Set Up the Object Group
  • Example to Set Up Voluntary Deduction Balance to Object Group

12 Setup Fast Formulas

• Using Formulas
  • Overview of Using Fast Formulas
  • Example of Writing a Fast Formula Using Formula Text
  • Example of Writing a Fast Formula Using Expression Editor
  • Write a Fast Formula for Gratuity
  • Write a Fast Formula for Commuted Pension
  • Write a Fast Formula for Leave Encashment
  • Write a Fast Formula for Retrenchment Compensation
  • Write a Fast Formula for Voluntary Retirement Scheme
• Formula Errors
  • Formula Compilation Errors
  • Formula Execution Errors
• FAQs for Formula Errors
  • When do I run the Compile Formula process?
  • What's the difference between a formula compilation error and an execution error?

13 Payments

• Bank Accounts
  • Considerations When You Create Accounts
  • How Bank, Branch, and Account Components Work Together
  • How Account Number Masking in Payroll Reports Work
  • Bank Account User Rules by Country
  • Define Bank, Branches and Accounts
• Payment Methods
  • How Payment Methods and Payroll Definitions Work Together
• Organization Payment Methods
  • Configure Organization Payment Method for India
  • Payment Sources in Organization Payment Methods Setup Examples
  • Payment Method Rules Setup Examples
  • Derive Payment Sources Example
• Personal Payment Methods
  • Personal Payment Methods
  • Bank Info for Personal Payment Methods
  • Configure Payment Method Preferences
  • Personal Payment Method Alerts Template
  • FAQs for Personal Payment Methods
    • Why does an inactive bank account still shows as active?
    • Why can't I select a bank account in the payment source page?
• Termination Payments
  • Configure Termination Payments for India
• Consolidation Groups
  • Consolidation Groups
• Payroll Definitions
  • Overview of Payroll Definitions
• Configure Payslips and Checks
  • Overview of Online Payslip
  • Configure the Payslip Report Template for India
  • How to Configure the Payslip Report Template
  • Add Bursting to Print Delivery Option
  • Rate Precision in Payslips
  • How Do I Set the Payslip Rate Precision Value
  • Add a New Balance Dimension to an Existing Balance in the Payslip XML
  • Disable or Override the Printed Delivery Option for the Payslip

14 Events, Retroactive Pay, and Proration

• Payroll Event Groups
  • Overview of Payroll Event Groups
  • Event Action Notifications
• Retroactive Pay
  • How Retroactive Pay Is Calculated
  • Add a Retroactive Event Notification Manually
  • Event Action Notifications
  • Retroactive Pay for Late Hires
• Proration
  • Set Up Element Proration
  • Create Conversion Formulas for Proration
  • How Prorated Earnings and Deductions are Calculated

15 Set Up Auditing and Data Validation

• Auditing Business Objects
  • Audit Payroll Business Objects
  • Audit Policies
  • Audit Configuration for Business Object Attributes
  • Audit Reports
• Data Validation
  • Overview of Payroll Data Validation Report
  • Validation Rules for Data Validation Report
  • Set Up a Lookup Code to Control the Rules for Data Validation Reports
  • Add Rules to Data Validation Reports
  • Data Security in Payroll Data Validation Reports
  • Payroll Data Validation Report for India

16 Reports

• Payroll Reports and Analytics
• Payroll Reports for India
  • Form 24Q Report for India
  • Form24Q Corrections Report for India
  • Professional Tax Computation Report for India
  • Tax Regime Comparison Report for India
  • Simplified Payroll Flow for India
  • ESI Monthly Contribution Report
  • Year End Process - Digitally Signed Form-16