Implement Global Human Resources Cloud Payroll

To implement Payroll for Canada, sign-in as a user with the Application Implementation Consultant or Payroll Implementor role and opt into the offerings applicable to your business requirements.

Before you begin implementing Global Payroll, you must complete:

Initial application setup.
Implementation of Global Human Resources and the requisite HR setup tasks for implementing and processing payroll. For more information, refer to the Implementing Global Human Resources guide.

Refer to the Oracle Applications Cloud Using Functional Setup Manager guide to manage the opt-in and setup of your offerings.

For implementing Payroll for Canada, use the Workforce Deployment offering and the Customer Data Management Offering.

Workforce Deployment Offering

Use this offering to set up enterprise structures, legal entities, and organizations to create and maintain information related to people, employment, work structures, and statutory requirements. The offering also includes tasks for defining payroll business objects required for processing and costing payroll, processing payments, and generating statutory reports.

This table lists the setup tasks required to implement Payroll for Canada. Perform all of these tasks from the Setup and Maintenance work area.Use My Enterpriseon the Home page to navigate to Setup and Maintenance. Most of these tasks are under the Workforce Deployment offering unless otherwise specified in the first column of this table.

Setup Tasks for Implementing Payroll for Canada

Implementation Tasks List	Task Name	What you must do	Where to Find Information (Search on the Oracle HelpCenter for titles listed in thiscolumn)
Prerequisite Tasks for Payroll Setup
Setup and Maintenance	Create an Implementation Project	Create an implementation project and select the enabled Workforce Deployment offering to generate the initial list of setup tasks required to implement the Global Payroll application.	How You Use ImplementationProjects to Manage Setup Create an Implementation Project for Canada Manage Setup UsingImplementation Projects
Offering: Customer Data Management Functional Area: Application Extensions	Manage Territories	If you're unable to find a specific country in the Manage Geographies page, create the country. Use this country to set up your organization and other setup tasks. Use the territory code and name to verify geographies, create legal addresses, and select the country extension.	Create Countries
	Select Default Currency	On the Manage Territories page, select the default currency for the country. This is the currency in which balances are accumulated for this legislation.	Manage Currencies
Define Common Applications Configuration/Define Geographies for HCM	Maintain Canadian Geography Manage Geographies	Use the territory code to verify predefined geographies and load any additionally required local geographies. You can import Oracle-licensed data from Loqate, for those countries where the data is available.	View and Edit Geography Information for Canada Maintain Canadian Geography Change Primary Display of Province Names for Canada
Define Common Applications Configuration/Define Features by Country or Territory	Features by Country or Territory	Select the correct product for your legislation. The country extension setting ensures that certain payroll-related features, such as element templates, work correctly in your implementation.	How Country Extensions are Selected Select Country Extensions for Canada
	Select Address Style and Address Validation	Check the address style and address validation for your country.	Change Address Style and Address Validation Settings
Define Common Applications Configuration/Define Enterprise Structures for HCM	Manage Legislative Data Groups	Define at least one Legislative Data Group for each country your enterprise operates in.	Overview of Enterprise Structures for Canada How HCM Enterprise Structures are Defined for Canada
Define Common Applications Configuration/Define Enterprise Structures for HCM/Define Legal Jurisdictions and Authorities for HCM	Manage Legal Addresses	Create legal addresses for all organizational units of the enterprise before you create legal entities.	Addresses for Canada Change Address Style and Address Validation Settings
	Manage Legal Jurisdictions	Review the predefined jurisdictions for your country and create any jurisdictions you require for specific local taxes.	Jurisdictions for Canada
	Manage Legal Authorities	All legal entities must be registered against a jurisdiction that is governed by a legal authority. Create legal authorities as required.	Legal Authorities for Canada
Define Common Applications Configuration/Define Enterprise Structures for HCM/Define Legal Entities for HCM	Manage Legal Entity	Create all legal entities that apply to the enterprise you are setting up. Designate the legal entity as a legal employer and as a payroll statutory unit (PSU) for payroll.	Legal Entities for Canada Define Legal Entities for Canada Define Quebec Legal Reporting Unit Registration Code
	Manage Legal Entity Registrations	Define registration details of the legal entity you create. Register them with the appropriate government or legal authorities for the purpose of claiming and ensuring legal or commercial rights and responsibilities.
	Manage Legal Entity HCM Information	Manage legal entity HCM information to include statutory components as required.
Define Common Applications Configuration/Define Enterprise Structures for HCM/Define Legal Entities for HCM/Define Legal Reporting Units for HCM	Manage Legal Reporting Unit for Human Capital Management	Define legal reporting units (LRU) also known as tax reporting units, to group employee records for tax and social reporting. Also capture transmitter information for your LRU or TRU. Define the LRU contact information for Record of Employment Archive process.	Legal Reporting Units for Canada Define Legal Reporting Units for Canada Define Legal Reporting Unit Contacts for Canada How Transmitters and Tax Reporting Units Work Together for Canada
	Manage Legal Reporting Unit Registrations	Define registrations details of the LRU and register them with the appropriate government or legal authorities for the purpose of claiming and ensuring legal or commercial rights and responsibilities.
	Manage Legal Reporting Unit HCM Information	Review the LRU that employs and pays workers. Define statutory requirements as required.
Payroll Setup Tasks
Define Payroll Legislations	Configure Payroll Legislations	Create the payroll legislative data for your country. Set up elements, balances, and other payroll-related data for implementations.	Payroll Legislative Data Payroll Relationships for Canada
Define Common Applications Configuration/Define Enterprise Structures for HCM/Define Legal Entities for HCM	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.	Examples of Creating Calculation Cards for Deductions at Different Levels Create a Legal Entity Calculation Card for Canada How Province of Employment Works with Calculation Cards for Canada Involuntary Deductions Calculation Card Components for Canada Create the Reporting Information Calculation Card for Canada
Define Common Applications Configuration/Define Enterprise Structures for HCM/Define Legal Entities for HCM/Define Legal Reporting Units for HCM	Legal Reporting Unit Calculation Cards	Review and edit predefined calculation cards for tax reporting units. The payroll process uses the calculation rules defined on the cards to calculate earnings and deductions.	How Personal Calculation Card Entries Fit Together for Canada Enterable Values on the Personal Calculation Card for Canada Indian Exempt Status for Canada
Define Payroll/Define PayrollBusiness Definitions	Payroll Lookups Payroll Value Sets Descriptive Flexfields for Payroll Extensible Flexfields for Payroll	Create lookups, value sets,and descriptive and extensible flexfields that you need to supportpayroll.	Define Lookups Manage Value Sets HCM Flexfield Setup HCM Flexfield Maintenance
Define Payroll/Define Earning and Deduction Definitions	Elements Element Classifications	The application provides many predefined elements that can't be modified at the implementation• level. Define additional elements as required. Associate a reporting type to a secondary classification.	Elements for Canada Define Earning and Deduction Definitions for Canada How Elements Hold Payroll Information for Multiple Features for Canada Element Classifications for Canada How Element Classification Components Work Together for Canada Associate a Reporting Type to a Secondary Classification for Canada Configure Earnings and Absence Elements for ROE Reporting Define Payroll Elements for Processing Absences for Canada Create a Time Card Element for Canada Create an Involuntary Deduction Element for Canada
	Calculation Value Definitions	Review the tables that hold the rates and values used to calculate earnings, deductions and exemption amounts. Create new calculation definitions as needed.	Calculation Value Definitions for Canada Wage Basis Rules for Canada
	Payroll Calculation Information	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.	Payroll Calculation Information for Canada Tax Calculation Methods for Canada View Payroll Tax Information for Canada Options for Provincial Medical Liability Processing Options for Workers' Compensation Liability Processing for Canada Overview of Vacation Liability Processing for Canada
	Values Defined by Criteria	Create the criteria rules or evaluation conditions that determine a particular value or rate.	Overview of Values Defined by Criteria Examples of Managing Values Defined by Criteria for Canada
	Rate Definitions	Review the predefined rate definitions and create new definitions as needed. The rate definition can either be a derived rate or a value defined by criteria.	Overview of Rate Definitions Options for Creating Rate Definitions for Canada
	Component Group Rules	Review the rules defined for earnings and deductions that belong to the same componentgroup and create new rules.	Component Group Rules
Define Payroll/Define Balance Definitions	Balance Definitions Balance Groups Balance Group Usages Balance Exceptions Balance Exception Reports	The application provides many predefined balances. Review the definitions of predefined balances and create new definitions, including assigning dimensions and feeds.	Payroll Balance Definitions Balance Types and Balance Dimensions for Canada Balance Group Usages for Canada
Define Payroll/Define Payment Methods/Set Up Banks, Branches,and Accounts	Manage Banks Manage Bank Branches Manage Bank Accounts	Create and edit banks, branches, and accounts.	Bank Account User Rules by Country Bank Accounts Object Group HCM Data Loader Files for Bank Reprocessing for Canada
Define Payroll/Define Payment Methods	Organization Payment Methods	Review predefined organization payment methods and create new methods and their payment sources.	Organization Payment Methods for Canada
	Direct Deposits	Configure Direct Deposit Payments for Canada	Direct Deposit Configuration for Canada
	Third-Party Payees and Payments	Create third parties to process payments to external organizations and to people who aren't on the payroll.	Third Parties Overview Third-Party Rollup Payments for Canada
Define Payroll/Define Pay Frequency	Consolidation Groups	Review the consolidation groups assigned to payroll definitions and create new groups. They let you process the results from more than one payroll in a single action.	Consolidation Groups
	Time Definitions	Review predefined time definitions and create or update static and dynamic intervals of time.	Time Definitions
	Payroll Definitions	Create and update payroll definitions that specify the payment frequency, processing schedule, and other parameters.	Payroll Definitions Options to Manage Payroll Definitions for Canada Run Types Pay Frequency Statutory and Earning Periods for Canada Periodicity
Define Payroll/Define Fast Formulas	User-Defined Tables	Review the predefined table structures and create and update new user-defined table structures.	User-Defined Tables
Define Payroll/Define Fast Formulas	Fast Formulas	Review predefined formulas and create new ones to validate orcalculate data for payroll.	Fast Formulas

Security Reference

The tasks that people can do and the data that they can see depend on their roles, duties, and privileges. For information about these factors, see these two guides:

Workforce Deployment Offering

Security Reference

Other Document References