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.
- 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.
Implementation Tasks List | Task Name | What you must do | Where to Find Information (Search on the Oracle HelpCenter for titles listed in thiscolumn) |
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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. |
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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. |
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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. |
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Define Common Applications Configuration/Define Geographies for HCM |
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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. |
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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. |
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Select Address Style and Address Validation | Check the address style and address validation for your country. |
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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. |
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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. |
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Manage Legal Jurisdictions | Review the predefined jurisdictions for your country and create any jurisdictions you require for specific local taxes. |
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Manage Legal Authorities | All legal entities must be registered against a jurisdiction that is governed by a legal authority. Create legal authorities as required. |
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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. |
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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. |
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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. |
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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. |
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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. |
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Define Payroll/Define PayrollBusiness Definitions |
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Create lookups, value sets,and descriptive and extensible flexfields that you need to supportpayroll. |
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Define Payroll/Define Earning and Deduction Definitions |
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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. |
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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. |
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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. |
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Values Defined by Criteria | Create the criteria rules or evaluation conditions that determine a particular value or rate. |
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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. |
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Component Group Rules | Review the rules defined for earnings and deductions that belong to the same componentgroup and create new rules. |
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Define Payroll/Define Balance Definitions |
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The application provides many predefined balances. Review the definitions of predefined balances and create new definitions, including assigning dimensions and feeds. |
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Define Payroll/Define Payment Methods/Set Up Banks, Branches,and Accounts |
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Create and edit banks, branches, and accounts. |
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Define Payroll/Define Payment Methods | Organization Payment Methods | Review predefined organization payment methods and create new methods and their payment sources. |
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Direct Deposits | Configure Direct Deposit Payments for Canada |
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Third-Party Payees and Payments | Create third parties to process payments to external organizations and to people who aren't on the payroll. |
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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. |
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Time Definitions | Review predefined time definitions and create or update static and dynamic intervals of time. |
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Payroll Definitions | Create and update payroll definitions that specify the payment frequency, processing schedule, and other parameters. |
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Define Payroll/Define Fast Formulas | User-Defined Tables | Review the predefined table structures and create and update new user-defined table structures. |
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Fast Formulas | Review predefined formulas and create new ones to validate orcalculate data for payroll. |
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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:
Other Document References
- Administering Payroll for Canada
- Administering Global Payroll Flows
- Administering Fast Formula
- Administrating Payroll Costing
- Implementing Absence Management
- Implementing Benefits
- Implementing Time and Labor
- Implementing Workforce Compensation
- Administering Absences for Canada
- Administering Involuntary Deductions for Canada