Setup Tasks for Implementing Global Payroll

Use to understand options and determine the sequence of tasks to implement global payroll.

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, 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.

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. 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 Information
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 Implementation Projects to Manage Setup Manage Setup Using Implementation 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	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.	Geographies for HCM
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 Address Style and Address Validation	Check the address style and address validation for your country.	Change Address Styles 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.	Enterprise Structures Legal Entities, Business Units, and Reference Data Sets Legislative Data Groups
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.	What's a legal address?
	Manage Legal Jurisdictions	Review the predefined jurisdictions for your country 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 your country.
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 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 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	Define legal reporting units (LRU) also known as tax reporting units, to group employee records for tax and social reporting.	Legal Entities Legal Entities, Business Units, and Reference Data Sets
	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 your country. Legislative rules govern default values and how you manage employee records in your organization. Configure payroll relationship rule for your country and map a person type to a payroll relationship type.	Legislation Payroll Relationships
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.	Legislation Payroll Relationships
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 Calculation Factors Wage Basis Rules
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.
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.	Define Lookups FAQs for Define Lookups Manage Value Sets FAQs for 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.	Elements, Earnings and Deductions
	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
	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 Payroll Calculation Information Formulas
	Values Defined by Criteria	Create the criteria rules or evaluation conditions that determine a particular value or rate.	Values Defined by Criteria
	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.	Rate Definitions
	Component Group Rules	Review the rules defined for earnings and deductions that belong to the same component group 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 Balances
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 Accounts
Define Payroll/Define Payment Methods	Organization Payment Methods	Review predefined organization payment methods and create new methods and their payment sources.	Payment Methods Organization Payment Methods
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 Run Types Pay Frequency 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
	Fast Formulas	Review predefined formulas and create new ones to validate or calculate data for payroll.	Fast Formulas
Define Payroll/Define Payroll Flow Patterns	Payroll Flow Patterns	Review the predefined payroll flow patterns and create new patterns to meet specific requirements.	Payroll Flows

Other Document References

For more detailed information about the setup tasks and other related applications and tasks, refer to these guides at docs.oracle.com/cloud/latest/globalcs_gs/docs.htm.

• Implementing Global Payroll

• Administering Global Payroll

• Administering Global Payroll Flows

• Administering Fast Formula

• Administrating Payroll Costing

• Implementing Absence Management

• Implementing Benefits

• Implementing Time and Labor

• Implementing Workforce Compensation