Contents

• Title and Copyright Information
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1 Let's Get Started

• About This Document
• Setup Tasks to Implement Payroll for the UK
• Create an Implementation Project for the UK
• Responsive User Experience Setup
  • How You Delete Physical Records from Date-Effective Objects
  • Deep Links
  • Search Logic Profile Options for Client List of Values
  • Use Transaction Design Studio to Configure Field Displays
• Payroll Concepts to Understand
  • Date Effectivity
    • Date Effectivity Overview
    • How You Delete Physical Records from Date-Effective Objects
  • Country Extensions
    • How Country Extensions are Selected
      • Select Country Extensions
    • Geography Structures
    • Geography Validation
    • Address Style and Address Validation Settings
  • Legislation
    • Payroll Legislative Data
    • Configure Legislations
    • How Legislations are Edited
  • Enterprise Structures
    • Enterprise Structures Overview
    • Legislative Data Groups
    • Payroll Employment Hierarchy Profile Options
    • Examples of HCM Organization Models for Payroll
    • What's a legal employer?
    • What's a payroll statutory unit?
    • What's a tax reporting unit?
    • How to Define HCM Enterprise Structures
  • Legal Entities
    • Legal Entities Overview
    • Plan Legal Reporting Units
    • How Legal Employers Work with Payroll Statutory Units and Tax Reporting Units
    • Define Legal Entities
    • Define Legal Entity Registrations
  • Legal Reporting Units
    • Define Legal Reporting Units and Tax Reporting Units
    • Set Up Unique ID Lists for Electronic Submissions
  • Jurisdictions and Legal Authorities
    • Overview of Legal Jurisdiction and Authorities
    • Jurisdictions
    • Tax Jurisdictions
    • Legal Authorities
    • Define Jurisdictions
    • Define Legal Authorities
  • Employment Model
    • Overview of Payroll Employment Model
    • How do I diagnose payroll employment model setup issues?
  • Payroll Relationships
    • Overview of Implementing Payroll Relationships
    • Continuous Period of Service Payroll Relationship Rule
    • Payroll Relationship Switcher
    • Payroll Relationship Rules
    • Payroll Relationship Type Mappings
    • Why do I define payroll relationship rules for an international HR legislation?
    • When do I change the payroll relationship rules for an international legislation?
    • Why doesn't the payroll region display for Candidate person type while you're configuring international legislation?
  • HCM Data Roles
    • Role Provisioning and Deprovisioning
    • Create HCM Data Roles for Global Payroll Implementation Users
    • How do I provision HCM data roles to users?
• Integration With Other Applications
  • Time and Labor
    • Overview of Time, Absence, and Pension Data for Payroll
    • Prerequisite Payroll Setup for Importing Time Entries
  • Absence Management
    • Integrate Absence Management with Global Payroll
• Application Tools
  • Business Definitions
  • Profile Options
  • Security Profiles
    • HCM Security Profiles
    • Payroll Security Profiles
    • Payroll Data Capture for Multiple Concurrent Assignments
  • Load Objects with HCM Data Loader
  • Load Payroll Data Using Transformation Formula
    • Overview
    • Overview of Payroll Transformation Formula For HCM Data Loader
    • How You Transform Data
    • How To Create A Program for Automation
    • Submit the Load Data From File Flow
    • Transformation Formula Input Variables
    • Payroll Transformation Formula Operations
    • Return Values for Payroll Transformation Formula for HCM Data Loader
    • Sample Payroll Transformation Formula
    • Sample Payroll Transformation Formula for Multiple Business Objects
  • Payroll Transformation Formula for HCM Spreadsheet Data Loader
    • Overview of Payroll Transformation Formula for HCM Spreadsheet Data Loader
    • Sample Payroll Transformation Formula for HCM Spreadsheet Data Loader
  • User Defined Tables
    • Example to Create a User-Defined Table for Matched Row Values
    • Example to Create a User-Defined Table for a Range of Row Values
    • Create a User-Defined Table
    • User Table Validation Formula Type
  • Fast Formulas
    • Overview of Using Fast Formulas
    • Example of Writing a Fast Formula Using Formula Text
    • Example of Writing a Fast Formula Using Expression Editor
    • When do I run the Compile Formula process?
    • Fast Formulas for Postponement Types in Pensions Automatic Enrolment
  • Payroll Flows
    • Overview of Payroll Flows
    • Flow Pattern Components

2 Elements, Earnings, and Deductions

• Payroll Elements
  • Overview of Payroll Elements
  • Maintain Elements
• Earnings and Deductions
  • Overview of Define Earning and Deduction Definitions
  • How Payroll Elements Hold Information for Multiple Features
  • Define Elements, Balances, and Formulas
  • Define Voluntary Deductions Using Reference Codes
• FAQs for Elements
  • What's the difference between a recurring and nonrecurring element?
  • When does an element get processed with a processing option of process once per period?
  • What's an element's skip rule?
  • What happens if I select the Closed for Entry option for an element?
  • How can I create an element for retroactive processing?
  • How can I create offset entries instead of deleting retroactive entries and notifications?
  • What happens if I manually enter a value in an element entry value that has a runtime default value?
  • How can I use normal elements for a retroactive element to distribute costing?
  • How do I change the number of decimal places used in element input values?
  • How can I Edit the Date for a Frequency Rule?
  • Why can't I add a secondary element classification to process a new deduction or tax?
• Element Classifications
  • Primary Element Classifications
  • Secondary Element Classifications
  • How Element Classification Components Work Together
  • How Element Processing Sequence is Determined
• Element Employment Level
  • Employment Level Options for Payroll Elements
• Element Configurations
  • Create Earnings Elements for Payroll
  • Payroll Elements for Time Card Attributes
  • Create Time Card Elements for Time Entries
  • Time Element Value Definitions
  • Generate Time Attributes and Time Card Fields for Your Elements
  • Set Up Overrides
  • Define Payroll Elements for an Absence Accrual Plan
  • Define Payroll Elements to Process Absences
  • Absence Elements for Compensatory and Leave Donation Plans
  • Frequency Rules
  • Rate Conversion Rules
• Element Input Values
  • Overview of Element Input Values
  • Use a Value Set for an Element Input Value
• Element Entries
  • Enable Automatic, Multiple, or Additional Element Entries
  • Options to Determine an Element's Latest Entry Date
  • Default Values for Element Entries
  • Element Input Validation Formula Type
  • Formula Result Rules for Elements
• Element Eligibility
  • Overview of Element Eligibility
  • Maintain Element Eligibility
  • Add Eligibility Rules for Predefined Elements
• Voluntary Deductions
  • Voluntary Deductions
  • Define Voluntary and Pre-statutory Deductions
  • Create Elements for Pension Deductions
  • Set Up Pensions Automatic Enrolment
    • Set Up Elements for Qualifying Pension Schemes
    • Define Eligibility for Pension Elements
    • Level for Pension Element
    • Identify Assessable and Pensionable Earnings
    • Define Organization-Level Setup Values for Pensions
• Involuntary Deductions
  • Add Involuntary Deductions to a Calculation Card
  • Fee and Proration Rules for Involuntary Deductions
  • Examples of Involuntary Deduction Processing
  • Overview of Court Orders, Student Loans, and Postgraduate Loans
• Net-to-Gross Earnings
  • Calculate Net-to-Gross Earnings
  • Create a Net-to-Gross Earnings Element
• Payroll Elements
  • Payroll Elements
  • How You Maintain Payroll Elements

3 Calculation Cards and Calculation Values

• Payroll Calculation Information
  • Overview of Payroll Calculation
  • Examples of Payroll Calculation Information at the Legislative Level
• Payroll Calculation Information Formulas
  • Overview of Payroll Calculation Information Formulas
  • Parameters for Calculation Information Payroll Formulas
• Calculation Cards
  • How Entries of Personal Calculation Cards Fit Together
  • Examples to Create Calculation Cards for Deductions at Different Levels
• Calculation Value Definitions
  • Overview of Calculation Value Definitions
  • Calculation Types in Calculation Value Definitions
  • Enterable Values on Calculation Cards
  • Considerations to Enter Calculation Values for Pensions
  • Calculation Value Definitions for Statutory Deductions
  • Calculation Value Definitions Examples
  • Important Considerations for Calculation Value Definitions in Benefits and Pensions
• Calculation Factors
  • Overview of Calculation Factors
  • Examples of Calculation Factors for Payroll Deductions
• Wage Basis Rules
  • Overview of Wage Basis Rules
  • Example of Wage Basis Rules
  • FAQs for Wage Basis Rules
    • Why can't I edit the secondary classifications for a wage basis rule?
• Component Group Rules
  • How Cost Components, Cost Elements, and Cost Component Groups Work Together
  • How Planning Cost Organizations, Planning Cost Components, and Cost Estimate Mappings Work Together

4 Rates and Values by Criteria

• Rate Definitions
  • Overview of Rate Definitions
  • Options to Configure Rate Definitions
  • Configure Elements Used by Rate Definitions
  • Rates Defined by Formula
  • Rates Based on Values Defined by Criteria
  • Rate Contributors for Derived Rates
  • Rates Based on Grades Details
  • Example to Calculate Rates Based on Grades With Steps
  • Example to Calculate Rates Based on Grades Without Steps
  • Example to Calculate Rates Based on Grade Ladder With Multiple Assignments
  • Rates Based on Retained Grades
  • Example to Calculate Rates Based on a Retained Grade Rate
  • Example to Calculate Rates Based on Multiple Retained Grade Rates
  • Create a Rate Definition for Basic Salary
  • Create Rate Definitions for Overall Salary
  • Create Rate Definitions for Leave
  • Generate HCM Rates
  • Rates Used to Calculate Absences in Payroll
  • FAQs for Rate Definitions
    • How does periodicity conversion work when there are multiple contributors with different periodicities?
    • How do I use the base rate feature to calculate a rate based on multiple salary elements?
    • How do I compare rate definitions to ensure the highest rate is paid?
    • How can I calculate factor based element rates?
• Values Defined by Criteria
  • Overview of Values Defined by Criteria
  • Calculate Values Defined by Criteria
  • Calculate Time Based on a Default Amount
  • Calculate Time
  • Calculate Time Element Rate
  • Enable Overrides for Time Elements
  • Calculate Time Based on a User-Defined Value
  • Calculate Standard Earnings Rate
  • Pay Bonuses at Different Rates
  • Limit Pension Contributions
  • Calculate Location Allowance Rate
  • Calculate Housing Allowance
  • FAQs for Values Defined by Criteria
    • Does the order in which I add criteria definitions matter?
    • How do I define minimum or maximum rules for a values by criteria rate?
    • When do I define a default criteria for values defined by criteria?

5 Payroll Processing Rules

• Payroll Process Configuration Groups
  • Overview of Payroll Process Configuration Groups
  • Payroll Process Configuration Parameters
  • Logging Processing Parameters
  • Parallel Processing Parameters
  • FAQs for Payroll Process Configuration
    • How can I improve performance and troubleshoot flows?
• Restrict Payroll Processing
• Expedited Processing
  • Overview of Expedited Processing
  • Expedited Processing Rules
  • Add Override Check Printer in XML File

6 Payroll Definition Details

• Payroll Definitions
  • Overview of Payroll Definitions
  • Payroll Definitions
  • Create Payroll Definitions
  • Manage Payroll Definitions
  • Time Card Required Option
  • FAQs for Payroll Definition
    • Why doesn't my payroll definition appear in search results?
• Pay Frequency
  • How Pay Frequency Components Work Together
  • Statutory and Earning Periods
  • FAQs for Pay Frequency
    • When would I close a payroll period?
    • Why can't I find my organization payment method when creating other payroll objects?
• Periodicity
  • Periodicity Conversion
• Consolidation Groups
  • Overview of Consolidation Groups
  • Examples of Using Consolidation Groups
• Time Definitions
  • Overview of Time Definitions
  • Use Time Definitions for Severance Pay
• Run Types
  • Overview of Run Types
• Object Groups
  • Overview of Object Groups
  • Process Information Group Security
  • Create an Element Object Group

7 Payroll Balances

• Balance Definitions
  • Overview
  • Balance Dimensions
  • Critical Choices for Balance Dimensions and Contexts
  • Balance Feeds
  • Primary Balances
  • Balances in Net-to-Gross Calculations
  • Generate Run Balances
• Balance Groups and Usages
  • Balance Groups
  • Balance Group Usages
  • Set Initial Balances
  • Create Balance Groups and Usages
  • Examples of Balance Group Usages
  • Rules for Editing Balance Groups and Their Usages
• Balance Exceptions
  • Overview of Balance Exceptions
  • Examples of Balance Exceptions
• Balance Exception Report
  • Overview of the Balance Exception Report
  • How to Create a Balance Exception Report
  • Severity Level for Balance Exceptions
• Copy Balances During Global Transfer
  • Overview of Copying Balances
  • Before You Set Up the Object Group
  • Example to Set Up Voluntary Deduction Balance to Object Group
• FAQs for Balances
  • Can I calculate balances that go back 12 months?
  • What balance dimensions can I use to calculate balances for a 12-month roll back period?

8 Payments

• Bank Accounts
  • Considerations When You Create Accounts
  • How Bank, Branch, and Account Components Work Together
  • Bank Account Number Masking in Payroll Reports
  • Bank Account User Rules by Country
• Payment Methods
  • How Payment Methods and Payroll Definitions Work Together
• Organization Payment Methods
  • Overview
  • Set Up BACS Payment Process
  • Payment Sources in Organization Payment Methods Setup Examples
  • Payment Method Rules Setup Examples
  • Derive Payment Sources Example
• Personal Payment Methods
  • Overview of Personal Payment Methods
  • Bank Info for Personal Payment Methods
  • Configure Payment Method Preferences
  • Prenotifications
  • Personal Payment Method Alerts Template
  • FAQs for Personal Payment Methods
    • Why does an inactive bank account still shows as active?
    • Why can't I select a bank account in the payment source page?
• Third-Party Payment Methods
  • Third-Party Payment Methods Overview
  • Third Parties Overview
  • Third-Party Payment Date Options
  • Create Third Parties Options
  • How to Generate Employee and Third-Party Cheque Payments
  • Examples of Third-Party Payments
• Third-Party Payments
  • Third-Party Payment Rollup
  • Generate Employee and Third-Party Check Payments
  • Employee and Third-Party Check Payments Process
• Reprocess Rejected EFT Payments
  • Overview of Reprocessing Rejected EFT Payments
  • Object Group HCM Data Loader Files for Bank Reprocessing
• Configure Payslips and Checks
  • Overview of Online Payslip
  • How to Configure the Payslip Report Template
  • Add Text to Payslips and Cheques
  • Examples of Input Values for Payslip and Cheque Text
  • Payslip Regions and Details
  • Configure Payslip template to Display Hours for Employees
  • Multilanguage Support for Payslips
  • Add Bursting to Print Delivery Option
  • Rate Precision in Payslips
  • How Do I Set the Payslip Rate Precision Value
  • Add a New Balance Dimension to an Existing Balance in the Payslip XML
  • Disable or Override the Printed Delivery Option for the Payslip

9 Events, Retroactive Pay and Proration

• Payroll Event Groups
  • Overview of Payroll Event Groups
  • Event Action Notifications
• Retroactive Pay
  • How Retroactive Pay Is Calculated
  • Add a Retroactive Event Notification Manually
  • Retroactive Pay for Late Hires
• Element Proration
  • Set Up Element Proration
  • Create Conversion Formulas for Proration
  • How Prorated Earnings and Deductions are Calculated

10 Auditing and Data Validation

• Audit Payroll Business Objects
• Audit Policies
• Audit Configuration for Business Object Attributes
• Audit Reports
• Data Validation
  • Overview of Payroll Data Validation Report
  • Payroll Validation Archive Report
  • Validation Rules for Data Validation Report
  • Adding Rules to Data Validation Reports
  • Worked Example to Add Rules to Data Validation Reports
  • Calculate Prepayments and Archive Periodic Payroll Results
  • Set Up a Lookup Code to Control the Rules for Data Validation Reports
  • Data Security in Payroll Data Validation Reports

11 Implementing Payroll Costing

• Overview of Payroll Costing