Setup Tasks to Implement Payroll for the UK

To implement Payroll for the UK, 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 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, see the Implementing Global Human Resources guide.

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:

• Securing HCM
• Securing Reference for HCM

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 the Global Payroll application for the UK. Perform 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 the UK

Implementation tasks list	Task name	What you must do	Where to find info on the Help Center
Prerequisite Tasks for Payroll Setup
Setup and Maintenance	Create an Implementation Project	Create an implementation project, and select the enabled Workforce Deployment offering. This generates the initial list of setup tasks required to implement the Global Payroll application.	Create an Implementation Project for the UK
Define Common Applications Configuration Define Geographies for HCM	Manage Geographies	Use the territory code GB to verify predefined geographies, and load any additionally required local geographies.	Geography Structures for the UK
Define Common Applications Configuration Define Features by Country or Territory	Features by Country or Territory	Select the United Kingdom country extension. This ensures that certain payroll-related features, such as element templates, work correctly in your implementation.	Select Country Extensions for the UK
	Select Address Style and Address Validation	Check the address style and address validation for the UK.	Address Style and Address Validation Settings for the UK
Define Common Applications Configuration/Define Enterprise Structures for HCM	Manage Legislative Data Groups	Define legislative data groups for the UK and any other country your enterprise operates in.	How to Define HCM Enterprise Structures for the UK
Define Common Applications Configuration/Define Enterprise Structures for HCM/Define Legal Jurisdictions and Authorities for HCM	Manage Legal Addresses	Before you create legal entities, create legal addresses for all organizational units of your enterprise.	Define Legal Entities for the UK Define Legal Entity Registrations for the UK
	Manage Legal Jurisdictions	Review the predefined jurisdictions for the UK, and create any jurisdictions you require for specific local taxes.	Legal Authorities for the UK Define Legal Authorities for the UK Define Jurisdictions for the UK
	Manage Legal Authorities	All legal entities must be registered against a jurisdiction that is governed by a legal authority. Create legal authorities as required for the UK.
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.	Define Legal Entity Registrations for the UK Set Up Unique ID Lists for Electronic Submissions
	Manage Legal Entity Registrations	Define registration details of the legal entity you create. Register them with the appropriate government or legal authorities for claiming and ensuring legal or commercial rights and responsibilities.
	Manage Legal Entity HCM Information	Manage legal entity HCM info 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	Define legal reporting units (LRUs), also known as tax reporting units (TRUs), to group employee records for tax and social reporting.	Define Legal Reporting Units and Tax Reporting Units for the UK Set Up Unique ID Lists for Electronic Submissions
	Manage Legal Reporting Unit Registrations	Define registrations details of the LRU and register them with the appropriate government or legal authorities for 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 the UK. Set up elements, balances, and other payroll-related data for implementations.	Payroll Relationships for the UK Continuous Period of Service Payroll Relationship Rule
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.	Calculation Cards for Deductions at Different Levels for the UK Calculation Value Definitions for Statutory Deductions for the UK
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 organization calculation cards for your TRUs. The payroll process uses the calculation rules defined on these cards to calculate earnings and deductions.
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.	Primary Element Classifications for the UK Secondary Element Classifications for the UK Primary Element Classifications for the UK
	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.	Calculation Value Definitions for Statutory Deductions for the UK
	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 Statutory Deduction Components and Component Groups for the UK
	Values Defined by Criteria	Create the criteria rules or evaluation conditions that determine a particular value or rate.	Overview of Values Defined by Criteria
	Rate Definitions	Review the predefined rate definitions and create a definition as needed. The rate definition can either be a derived rate or a value defined by criteria.	Overview of Rate Definitions
	Component Group Rules	Review the rules defined for earnings and deductions that belong to the same component group and create additional rules.	How Cost Components, Cost Elements, and Cost Component Groups Work Together
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 additional definitions, including assigning dimensions and feeds.	Manage Payroll Definitions for the UK Payroll Balance Definitions for the UK Set Initial Balances for the UK Balance Exception Report
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.	How Bank, Branch, and Account Components Work Together
Define Payroll/Define Payment Methods	Organization Payment Methods	Review predefined organization payment methods and create methods and their payment sources.	Organization Payment Methods for the UK
Define Payroll/Define Fast Formulas	User-Defined Tables	Review the predefined table structures, and create and update user-defined table structures.	Create a User-Defined Table
	Fast Formulas	Review predefined formulas, and create additional ones to validate or calculate data for payroll.	Specify Fast Formulas at Organization-Level
Define Payroll/Define Payroll Flow Patterns	Payroll Flow Patterns	Review the predefined payroll flow patterns, and create additional patterns to meet specific requirements.	Payroll Flow Patterns Full Payment Submission Process for the UK Employer Payment Summary Process for the UK P45 Process for the UK End of Year P60 Process for the UK