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• 1 Let’s Get Started
  • Overview
  • Setup Tasks for Implementing Global Payroll
  • Responsive User Experience Setup
    • Profile Options for Redwood User Experience Setup for Payroll
    • Deep Links
    • Search Logic Profile Options for Client List of Values
    • Use Transaction Design Studio to Configure Field Displays
  • Payroll Activity Center Setup
    • Enable Redwood Payroll Activity Center
      • Set Up Profile Options
      • Upgrade Payroll Results
      • Set Up the Index for Person Results
      • Provide Access and Security
    • Disable the Existing Payroll Work Area
  • 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
  • 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
      • Geographies, Address Styles, and Country Extensions
      • Geography Structures
      • Geography Validations
      • Change 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?
    • Legal Entities
      • Legal Entities Overview
      • Plan Legal Reporting Units
      • Legal Entities for Global Payroll
      • How Legal Employers Work with Payroll Statutory Units and Tax Reporting Units
      • Define Legal Entities for Global Payroll
    • Employment Model
      • Overview of Payroll Employment Model
      • How do I diagnose payroll employment model setup issues?
    • Payroll Relationships
      • Overview of Implementing Payroll Relationship
      • Payroll Relationship Switcher
      • Payroll Relationship Rules
      • Payroll Relationship Type Mappings
      • Why can't I see candidate records on the Payroll pages?
      • 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
      • Secure Elements through HCM Data Roles
      • How to Restrict Access to Elements Using Element Security Profile and HCM Data Role
      • How do I provision HCM data roles to users?
  • Application Tools
    • Business Definitions
    • Profile Options
    • Security Profiles
      • HCM Security Profiles
      • Payroll Security Profiles
      • Payroll and Payroll Flow Security Profiles
      • Payroll Data Capture for Multiple Concurrent Assignments
      • Secure Access to Payroll Relationships of Employees with Multiple Assignments
    • Load Objects with HCM Data Loader
    • Load Payroll Data Using Transformation Formula
      • 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?
    • Payroll Flows
      • Overview of Payroll Flows
      • Flow Pattern Components
      • Payroll Background Logging and Monitoring Flow
  • Prerequisite Tasks
  • Setup Task List for HCM
  • Setup Task List for Financials
  • Setup Task List for Payment Reconciliation
• 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?
    • How do I capture information on a time card that's required by my company for payroll calculations?
  • Element Classifications
    • Primary Element Classifications
      • Element Templates
    • 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
    • Overview of Donation Pool Plans
    • Donation Pool Setup for International Payroll
    • Define Payroll Elements for Absence Accrual Plans that Enable Donating to a Pool
    • Define Payroll Elements for Donation Pool 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
    • 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
    • Define Voluntary and Pre-statutory Deductions
    • Create Elements for Pension Deductions
    • Overview of Deduction Reference
  • Involuntary Deductions
    • Add Involuntary Deductions to a Calculation Card
    • Fee and Proration Rules for Involuntary Deductions
    • Examples of Involuntary Deduction Processing
  • Net-to-Gross Earnings
    • Calculate Net-to-Gross Earnings
    • Create a Net-to-Gross Earnings Element
• 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
    • Calculation Entries
    • How Entries of Personal Calculation Cards Fit Together
    • Examples of Creating 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 Examples
  • 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
    • How Do I Create and Verify 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
    • Example to Calculate a Standard Earnings Rate
    • 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?
      • How do I ensure the Generate HCM Rates process only recalculates rates when an employee has a rate change?
      • How do I include an employee with a retroactive rate change calculated by the Generate HCM Rates process, in Retropay?
  • Values Defined by Criteria
    • Overview of Values Defined by Criteria
      • Search for Values Defined by Criteria
    • Calculate Values Defined by Criteria
    • Calculate Time Based on a Default Amount
    • Calculate Time
    • Calculate Time Element Rate
    • Calculate a Rate Using Multiple Values Defined by Criteria
    • 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?
      • Why hasn't a rate been calculated based on the values specified on the 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
  • Optimize Performance of Multi-Thread Processes
  • Optimize Performance of the Payroll Background Process
  • Logging and Monitoring the Payroll Background Process
  • 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
    • 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 of Payroll Balance Definitions
    • Balance Dimensions
    • Balance Feeds
    • Primary Balances
    • Balances in Net-to-Gross Calculations
    • Generate Run Balances
    • Automate Generate Run Balances
    • Event Group and Event Action for Recalculation of Run Balances
  • Balance Groups and Usages
    • Balance Groups
    • Balance Group Usages
    • 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
  • HCM Extracts for Balance Reporting
    • Considerations for Using HCM Extracts for Payroll Balance Reporting
    • Balance Dimensions and Attribute Contexts for an Extract Record
    • Use the Predefined Employee Payroll Balances and Run Results Extract Template for Balance Reporting
    • Create an Extract Definition for Payroll Balance Reporting
    • Troubleshoot HCM Extracts for Payroll Balance Reporting
  • 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
    • How Do I Extract Unmasked Bank Account Details In User-Defined Reports?
    • Bank Account User Rules by Country
  • Payment Methods
    • How Payment Methods and Payroll Definitions Work Together
  • Organization Payment Methods
    • Overview of Organization Payment Methods
    • 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 Methods
    • Third-Party Payment Date Options
    • 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
    • Multicurrency Support for Payslips Page
    • How to Configure the Payslip Report Template
    • Expand Payslip Name to Include Date and Amount Details
    • Add Text to Payslips and Checks
    • Examples of Input Values for Payslip and Check Text
    • 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
    • Calculate Rates Based on Events
    • Submit the Process Event Actions Manual Process Flow
  • 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 Element Security Profiles
  • Payroll Validations for Absence and Time Entries
  • Audit Policies
  • Audit Configuration for Business Object Attributes
  • Audit Reports
  • Data Validation
    • Overview of Payroll Data Validation Report
    • Validation Rules for Data Validation Report
    • Set Up a Lookup Code to Control the Rules for Data Validation Reports
    • Adding Rules to Data Validation Reports
    • Data Security in Payroll Data Validation Reports
• 11 Implementing Payroll Costing
  • Overview of Payroll Costing
• 12 Implementing Payroll Core
  • Overview of Payroll Core
  • Setup Tasks for Implementing Payroll Core
  • TRU Defaulting Rules for Payroll Core
  • Considerations to Assign Employee Details Using TRU Currency