Setup Tasks for Implementing Payroll for the United States

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

Before you begin implementing Global Payroll for the US, you must complete:

• Initial application setup

• Implementation of Global Human Resources and the requisite HR setup tasks for implementing and processing payroll

  For more info, see Implementing Global Human Resources Guide in the Help Center.

Refer to the Functional Setup Manager Guide to manage the opt-in and setup of your offerings.

To implement Global Payroll for the US, use the Workforce Deployment and Customer Data Management offerings.

This table lists the setup tasks required to implement the Global Payroll application. Perform all of these tasks from the Setup and Maintenance work area. Use My Enterprise on 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 Global Payroll

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.	How You Use Implementation Projects to Manage Setup Manage Setup Using Implementation Projects
Define Common Applications Configuration for Human Capital Management	Secure HCM	The tasks that people can do and the data that they can see depend on their roles, duties, and privileges.	Securing HCM Guide Security Reference for HCM Guide
Define Common Applications Configuration Define Geographies for HCM	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.	Manage Geography Info for the US
Define Common Applications Configuration Define Features by Country or Territory	Features by Country or Territory	Select the United States country extension. This ensures that certain payroll-related features, such as element templates, work correctly in your implementation.	Country Extension Options for the US
	Select Address Style and Address Validation	Check the address style and address validation for the US.	Address Style and Address Validation Settings for the US
Define Common Applications Configuration/Define Enterprise Structures for HCM	Manage Legislative Data Groups	Define legislative data groups for the United States and any other country your enterprise operates in.	Enterprise Structures for the US Legal Entities for the US Legislative Data Groups
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 US Legal Reporting Units for the US
	Manage Legal Jurisdictions	Review the predefined jurisdictions for the US, and create any jurisdictions you require for specific local taxes.	Overview of Legal Jurisdiction and Authorities Create Legal Jurisdictions, Addresses and Authorities
	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 US.
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 the US Legal Entities, Business Units, and Reference Data Sets
	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 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.	Legal Entities for the US Legal Entities, Business Units, and Reference Data Sets Overview of Legal Reporting Unit Configuration for the US
	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.
Define Payroll Legislations	Configure Legislations for Human Resources	Create the legislative rules for the US. Legislative rules govern default values and how you manage employee records in your organization. Configure payroll relationship rules for the US, and map a person type to a payroll relationship type.	Configure Legislations Payroll Relationships for the US
Payroll Setup Tasks
Define Payroll Legislations	Configure Payroll Legislations	Create the payroll legislative data for the US. Set up elements, balances, and other payroll-related data for implementations.	Configure Legislations Payroll Relationships for the US
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.	Configure Organization Calculation Cards for the US Calculation Factors Tax Wage Basis Rules for the US
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 Payroll Business 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 support payroll.	Payroll Business Definitions Overview of Lookups Manage Value Sets HCM Flexfields Setup HCM Flexfields Maintenance
Define Payroll/Define Earning and Deduction Definitions	Elements Element Classifications	The application provides many predefined elements that cannot be modified at the implementation level. Define additional elements as required.	Earning and Deduction Definitions for the US Elements for the US Elements, Balances, and Formulas for the US
	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 Payroll Calculation Info for the US
	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 Info for the US Overview of Payroll Calculation Information Formulas
	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 the US
	Rate Definitions	Review the predefined rate definitions and create new definition as needed. The rate definition can either be a derived rate or a value defined by criteria.	Overview of Rate Definitions Options to Configure Rate Definitions Earning and Deduction Definitions for the US
	Component Group Rules	Review the rules defined for earnings and deductions that belong to the same component group and create additional 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 additional definitions, including assigning dimensions and feeds.	Payroll Balance Definitions for the US Create Balance Groups and Usages Balance Exceptions Balance Exception Report for the US
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 Configuration for the US
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 US
Define Payroll/Define Pay Frequency	Consolidation Groups	Review the consolidation groups assigned to payroll definitions and create groups. They help you process the results from more than one payroll in a single action.	Consolidation Groups for the US
	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 for the US Run Types How Pay Frequency Components Work Together Periodicity
Define Payroll/Define Fast Formulas	User-Defined Tables	Review the predefined table structures, and create and update user-defined table structures.	User-Defined Tables
	Fast Formulas	Review predefined formulas, and create additional ones to validate or calculate data for payroll.	Overview of Using Fast Formulas
Define Payroll/Define Payroll Flow Patterns	Payroll Flow Patterns	Review the predefined payroll flow patterns, and create additional patterns to meet specific requirements.	Flow Patterns