Implementing Payroll for Canada

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1 About This Guide
- Overview
2 Let's Get Started
- Implement Global Human Resources Cloud Payroll
- Responsive User Experience Setup
- HCM Data Roles
- Implementation Project
  - Create an Implementation Project
- Date Effectivity
  - Overview
  - How You Delete Physical Records from Date-Effective Objects
3 Payroll Concepts
- Legislation
- Enterprise Structures
- Workforce Structures
  - Overview of Workforce Structures
- Payroll Employment Model
  - Overview of Payroll Employment Model
  - How do I diagnose payroll employment model setup issues?
- Payroll Relationships
- 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
- Earnings and Deductions
- Object Groups
  - Overview of Object Groups
- Application Tools
  - Security Profiles
  - User Defined Tables
  - Payroll Flows
    - Overview of Payroll Flows
    - Flow Pattern Components
4 Load Payroll Data Using Transformation Formula
- Data Loader
  - Overview
- Payroll Transformation Formula for HCM Data Loader
- Payroll Transformation Formula for HCM Spreadsheet Data Loader
  - Overview
  - Sample Payroll Transformation Formula for HCM Spreadsheet Data Loader
5 Geography Information Upload
- Load Geography Information
6 Address Styles and Country Extensions
- Implement Global Payroll
- Addresses
  - Change Address Style and Address Validation Settings
  - Legal Addresses
- Country Extensions
  - How Country Extensions are Selected
  - Select Country Extensions
7 Prerequisite Payroll Setup Tasks
8 Set Up Enterprises and Workforce Structures
- Enterprise Structures
- Legal Entities
  - Define Legal Entities
- Legal Reporting Units
- Jurisdictions and Legal Authorities
- Workforce Structures
- Geography Information
- Tax Information
  - View Payroll Tax Information
  - Troubleshoot Tax Issues for Canada
9 Set Up Payroll Fundamentals
- Payroll Business Definitions
  - Overview
- Profile Options
  - Create and Edit Profile Options
- 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?
- Consolidation Groups
  - Overview of Consolidation Groups
  - Examples of Using Consolidation Groups
- Payroll Definitions
- Time Definitions
  - Overview
  - Use Time Definitions for Severance Pay
10 Set Up Fast Formulas
- Formulas
- FAQs for Fast Formulas
  - When do I run the Compile Formula process?
11 Set Up Balances
- Balance Definitions
- Balance Groups and Usages
- 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?
12 Set Up Pay Calculation Components
- Calculation Information
  - Payroll Calculation Information
- Payroll Calculation Information Formulas
  - Overview
  - Parameters for Calculation Information Payroll Formulas
- Calculation Cards
  - Examples of Creating Calculation Cards for Deductions at Different Levels
  - How Province of Employment Works with Calculation Cards
  - Location Synchronization
  - How Personal Calculation Card Entries Fit Together
  - Create a Legal Entity Calculation Card
  - Create a Statutory Deductions Calculation Card Manually
  - Examples of Creating Calculation Cards Manually
  - Edit the Tax Credit Information Calculation Card
- Record of Employment
  - Overview of Record of Employment
  - Configure Employer and Employee Information for ROE Processing
  - Create the Reporting Information Calculation Card
  - Define ROE Balances for Blocks 17A and 17C Reporting
  - Configure Earnings and Absence Elements for ROE Reporting
  - Record of Employment Amendments
- Calculation Value Definitions
  - Overview of Calculation Value Definitions
  - Examples of Calculation Value Definitions
  - Employee Net Pay Threshold
  - Enterable Values on Calculation Cards
  - Enterable Values on the Personal Calculation Card
  - Indian Exempt Status
  - Calculation Types in Calculation Value Definitions
- Wage Basis Rules
  - Overview of Wage Basis Rules
  - Examples of Wage Basis Rules
  - Wage Basis Rules for Involuntary Deductions
  - Create a Wage Basis Rule
  - View Wage Basis Rules
- Process Provincial Medical Liability
  - Overview of Provincial Medical Liability Processing
  - Options for Provincial Medical Liability Processing
  - Provincial Medical Liability Processing Overrides
  - Examples of Exempting an Employee from Provincial Medical Premiums
  - Provincial Medical Report
- FAQ for Process Provincial Medical Liability
  - How can I exempt an employee from Provincial Medical Liability processing?
- Process Workers' Compensation
  - Overview of Workers' Compensation
  - Options for Workers' Compensation Liability Processing
  - Workers' Compensation Overrides
- FAQ for Process Workers' Compensation
  - How can I exempt an employee from Workers' Compensation calculations?
- Process Vacation Liability
  - Overview of Vacation Liability Processing
  - Considerations for Processing Vacation Liability
  - Vacation Liability Reporting
  - Vacation Liability Percentage Rates
  - Partial and Advance Payments for Vacation Liability
  - Vacation Liability for Single and Multiple Terms
  - Vacation Liability Payments for Multiple Plans
  - Vacation Liability Plans and TRU Transfers
- 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
- Tax Calculation Methods
  - Overview
- Rate Definitions
  - Overview of Rate Definitions
  - Options for Creating Rate Definitions
  - Rate Contributors for Derived Rates
  - Configure Elements Used by Rate Definitions
  - Create Rate Definitions for Leave
  - Create a Rate Definition for Basic Salary
  - Create Rate Definitions for Overall Salary
  - Generate HCM Rates
  - Use Rate Calculation Formula
  - Rates Used to Calculate Absences in Payroll
- FAQ for Rate Definitions
  - How does periodicity conversion work when there are multiple contributors with different periodicities?
- Values Defined by Criteria
  - Overview
  - Examples of Managing Values Defined by Criteria
  - Use Values Defined by Criteria to Pay Bonuses Based on Department and Province
- FAQ for Values Defined by Criteria
  - Does the order in which I add criteria definitions matter?
- Payroll Event Groups
  - Overview
  - Event Action Notifications
- Element Proration
  - Set Up Element Proration
  - Create Conversion Formulas for Proration
  - How Prorated Earnings and Deductions are Calculated
- Periodicity
  - Periodicity Conversion
- Retroactive Pay
  - How Retroactive Pay Is Calculated
  - Add a Retroactive Event Notification Manually
- FAQs for Pay Calculation Components
  - Why can't I edit the secondary classifications for a wage basis rule?
  - Why can't I create payroll components on the Calculation Information page?
  - Can I delete or edit a cost component group mapping?
  - Can I delete or edit the mapping of a cost component to an analysis group?
13 Set Up Elements
- Payroll Elements
  - Overview
  - Maintain Elements
- Element Classifications
- Reporting Types
  - Overview
  - Associate a Reporting Type to a Secondary Classification
- Element Employment Level
  - Employment Level Options for Payroll Elements
- Element Input Values
  - Overview
  - Use a Value Set for an Element Input Value
- Element Entries
- Element Eligibility
- Earnings Elements
  - Options for Creating Payroll Earnings Elements
  - Create a Regular Earnings Element
- Elements to Report Pension Adjustments
  - Create an Information Element
  - Create an Employer Liability Element
- Time and Labour Elements
- Voluntary and Pretax Deductions
- Sales Tax Calculations
  - Processing Sales Tax
- Net-to-Gross Earnings
- Elements to Feed Prior Tax Balances
  - Create User-Defined Elements for Prior Tax Balances for Canada
- Set Up Payroll Processing Rules
- FAQs for Elements
14 Set Up Payment Methods
- Organization Payment Methods
- Personal Payment Methods
- Third-Party Payment Methods
- Direct Deposits
  - Direct Deposit Configuration
- Reprocess Rejected Direct Deposit Payments
  - Overview
  - Object Group HCM Data Loader Files for Bank Reprocessing
- Configure Payslips and Cheques
- FAQ for Payment Methods
  - How can I display employee work location and department on their payslip or cheque?
15 Set Up Payroll Processing Rules
- Payroll Process Configuration Groups
- 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
16 Set Up Auditing and Data Validation
- Audit Business Objects
17 Implementing Payroll Costing
- Overview of Payroll Costing
- Element Eligibility and Costing for Canada