Setup Tasks to Administer Payroll

This is a list of setup and administration tasks required to administer key payroll features for the UK.

Setup and Administration Tasks for Administering Payroll for the UK

Tasks	What you must do	Where to find info on the Help Center
Configure Payroll Legislations	Create the payroll legislative data for the UK. Set up elements, balances, and other payroll-related data for implementations.	Payroll Relationships for the UK Continuous Period of Service Payroll Relationship Rule
Organization Payment Methods	Create organization payment methods by setting up payment type, payment sources, and payment rules.	Organization Payment Methods for the UK Set Up BACS Payment Process for the UK
Element Entries	Create element entries for compensation or basic benefits for an employee assignment.	Element Entry Methods Enable Automatic, Multiple, or Additional Element Entries for the UK
Elements Element Classifications	The application provides many predefined elements that can't be modified at the implementation level. Define additional elements as required.	Primary Element Classifications for the UK Secondary Element Classifications for the UK Primary Element Classifications for the UK
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 for Deductions at Different Levels for the UK Calculation Value Definitions for Statutory Deductions for the UK
Legal Reporting Unit Calculation Cards	Review and edit organization calculation cards for your TRUs. The payroll process uses the calculation rules defined on these cards to calculate earnings and deductions.
Calculation Value Definitions	Review the tables that hold the rates and values used to calculate earnings, deductions, and exemption amounts. Create calculation definitions as needed.	Calculation Value Definitions for Statutory Deductions for the UK
Payroll Calculation Information and Calculation Cards	Actions such as hiring a person or loading data may create some cards automatically. Otherwise, you can create the card manually. 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.	Personal Calculation Cards for the UK: How Their Entries Fit Together Calculation Cards for Deductions at Different Levels for the UK Payroll Calculation Information Statutory Deduction Components and Component Groups for the UK Automatic Calculation Card Creation for the UK Overview of Processing Benefits-in-Kind Through Payroll and P11D Reporting for the UK
Voluntary Deductions	Set up and manage voluntary deductions such as pensions automatic enrolment and pension enrolment using employee self-service.	Voluntary Deductions for the UK Set Up Pensions Automatic Enrolment for the UK
Involuntary Deductions	Set up and manage involuntary deductions such as court orders, student loans, or postgraduate loans.	Overview of Court Orders, Student Loans, and Postgraduate Loans for the UK
Global Transfers	Transfer one or more employees from one legal employer to another.	Global Transfer Overview Payroll Details During Global Transfer for the UK Student and Postgraduate Loan Data During Global Transfer
Payroll Flow Patterns	Review the predefined payroll flow patterns, and create additional patterns to meet specific requirements.	Payroll Flow Patterns Start of Year Archive Process for the UK Tax Code Uplift Archive Process for the UK Full Payment Submission Process for the UK Employer Payment Summary Process for the UK P45 Process for the UK End of Year P60 Process for the UK HMRC Data Retrieval Process Load HMRC XML File Process Incoming XML Messages and Inbound Flow Instance Diagnostics for the UK Outgoing XML Messages Submission to HMRC HMRC File Submission Process HMRC File Submission and Retrieval Using a Third Party for the UK Gender Pay Gap Report
Third-Party Payments	Create third-party payment methods for third-party persons or external organizations.	Create Third Parties Options for the UK
Payroll Run and Payroll Calculation	Run payroll	How Element Processing Sequence is Determined Create a Net-to-Gross Earnings Element for the UK Consolidation Groups
Payroll Run Results	Verify payroll run results by viewing the statement of earnings and payroll reports.	How Payroll Run Results are Calculated
Reconciling Payments	Create account combination for the reconciliation differences account. Set up transaction codes. Set up reconciliation rules	Payment Reconciliation Setup
Auditing and Reporting	Review and validate the payroll information before you run any payroll process or reports.	Payroll Reports and Analytics Overview of Payroll Data Validation Report Payroll Validation Archive Report for the UK Calculate Prepayments and Archive Periodic Payroll Results for the UK
HCM Data Loading Business ObjectsOverview of Taxable Benefits for the UK	Load payroll localization data for the United Kingdom.	Overview of Benefits and Pensions for the UK Overview of Court Orders and Student Loans Cards for the UK Overview of Pensions Automatic Enrolment Cards for the UK Overview of Statutory Deductions for the UK Overview of Taxable Benefits for the UK