PreviousNext JavaScript must be enabled to correctly display this content
  • Title and Copyright Information
  • Get Help
  • 1 Let's Get Started
    • Implement Global Human Resources Cloud Payroll
    • Guide Overview
    • Setup Tasks for Implementing China Payroll
    • HCM Data Roles
      • Role Provisioning and Deprovisioning
      • Create HCM Data Roles for Payroll Implementation Users
    • FAQ for Payroll Data Roles
      • How do I provision HCM data roles to users?
    • Security Profiles
      • HCM Security Profiles
      • Payroll Security Profiles
    • Implementation Project
      • Create an Implementation Project
    • Date Effectivity
      • Overview
      • How You Delete Physical Records from Date-Effective Objects
    • Tips
      • Deep Links
      • Search Logic Profile Options for Client List of Values
      • Use Transaction Design Studio to Configure Field Displays
  • 2 Payroll Concepts
    • Introduction
    • Enterprise Structures
      • Overview
      • Legal Entities
      • Legal Employers
      • Legislative Data Groups
      • Payroll Statutory Units
      • Legal Reporting Units
      • Plan Legal Reporting Units
      • Tax Reporting Units
      • How Payroll Statutory Units, Legal Employers, and Tax Reporting Units Work Together for China
      • Examples of HCM Organization Models for China
      • HCM Organization Setup for China
    • Jurisdictions and Legal Authorities
      • Jurisdictions
      • Legal Authorities
    • Workforce Structures
      • Overview
    • Payroll Employment Model
      • Overview
      • Considerations for Selecting the Employment Model for Chinese Employers
      • Payroll Employment Hierarchy Profile Options
    • FAQ for Payroll Employment Model
      • How do I diagnose payroll employment model setup issues?
    • Payroll Relationships
      • Overview
      • Payroll Relationship Rules
    • Earnings and Deductions
      • Define Earning and Deduction Definitions
      • How Elements Hold Payroll Information for Multiple Features
    • Object Groups
      • Overview
  • 3 Load Payroll Data Using Transformation Formula
    • Data Loader
      • Load Objects with HCM Data Loader
    • Payroll Transformation Formula for HCM Data Loader
      • Overview
      • 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
      • Sample Payroll Transformation Formula for HCM Spreadsheet Data Loader
    • FAQs for HCM Data Loader and HCM Spreadsheet Data Loader
      • Does the order in which I load the workers' information matter?
      • Why do I get an error when creating a new hire using the HCM Spreadsheet Data Loader?
      • How to create the association for the new hires
  • 4 Understand Geographies, Address Styles, and Country Extensions
    • Implement Global Payroll
    • Hide Legislative Information
      • Hide Legislative Info using Transaction Design Studio
    • Geographies
      • Geography Structures
    • Addresses
      • Change Address and Address Validation Settings
      • Legal Addresses
    • Country Extensions
      • How Country Extensions are Selected
      • Select Country Extensions
  • 5 Prerequisite Payroll Setup Tasks
    • Prerequisite Tasks for Payroll Setup
    • Overview of Payroll Flows
    • Payroll Setup Tasks for Financials
    • Payroll Cost Allocation Key Flexfield Setup
    • Payment Reconciliation Setup
  • 6 Set Up Enterprises and Workforce Structures
    • Introduction
    • Legal Entities
      • Define Legal Entities
    • Legal Reporting Units
      • Define Legal Reporting Units
    • Jurisdictions and Legal Authorities
      • Define Legal Authorities
    • Workforce Structures
      • Create a Location
      • Create a Department
      • Create a Job
    • Geography Information
      • View and Edit Geography Information
    • Tax Information
      • View Individual Income Tax Information
  • 7 Set Up Payroll Fundamentals
    • Payroll Business Definitions
      • Payroll Business Definitions
    • 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
      • Examples of Using Consolidation Groups
    • Payroll Definitions
      • Overview
      • Options to Manage Payroll Definitions
      • Create a Payroll Definition for China
    • Time Definitions
      • Use Time Definitions for Severance Pay
    • 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
      • Example to Update User Defined Tables for Managing Default Values
  • 8 Set Up Fast Formulas
    • Using Formulas
      • Overview
      • Example of Writing a Fast Formula Using Formula Text
      • Example of Writing a Fast Formula Using Expression Editor
    • Formula Errors
      • Formula Compilation Errors
      • Formula Execution Errors
    • FAQs for Fast Formulas
      • When do I run the Compile Formula process?
      • What's the difference between a formula compilation error and an execution error?
  • 9 Set Up Balances
    • Balance Definitions
      • Payroll Balance Definitions
      • Balance Types and Balance Dimensions
      • Balance Categories
      • Balance Feeds
      • Balances in Net-to-Gross Calculations
      • Generating Run Balances
    • Balance Groups and Usages
      • Overview
      • Rules for Editing Balance Groups and Their Usages
      • Create 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?
  • 10 Set Up Pay Calculation Components
    • Calculation Information
      • Payroll Calculation Information
    • Calculation Cards
      • Organization-Level Calculation Values for China
      • Overview of Chinese Statutory Deduction Cards
      • Examples of Creating Calculation Cards for Deductions at Different Levels
      • Create a Legal Entity Calculation Card
      • Example of Setting Up a Calculation Card for Statutory Deductions for China
      • Create a Legal Reporting Unit Calculation Card
      • Example of Creating a Calculation Card for a Payroll Statutory Unit for China
      • Example of Creating a Calculation Card for a Tax Reporting Unit for China
      • How Personal Calculation Card Entries Fit Together
      • Create a Deduction Information Card at the Payroll Relationship Level
      • Create a Deduction Information Calculation Card Manually
      • Edit the Deduction Information Calculation Card
      • Edit the Deduction Information Calculation Card when a person is Terminated or Rehired
    • Calculation Value Definitions
      • Overview
      • Examples of Calculation Value Definitions
      • Enterable Values on Calculation Cards
      • Enterable Values on the Personal Calculation Card
      • Examples of Chinese Statutory Calculation Card Overrides
      • Calculation Types in Calculation Value Definitions
    • Rate Definitions
      • Overview of Rate Definitions
      • Options to Configure 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
      • Rates Defined by 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 of Values Defined by Criteria
      • Calculate Values Defined by Criteria
      • Pay Bonuses at Different Rates
    • FAQ for Values Defined by Criteria
      • Does the order in which I add criteria definitions matter?
    • Payroll Event Groups
      • Overview of Payroll Event Groups
    • Element Proration
      • Set Up Element Proration
      • How to Calculate the Number of Pay Days in a Pay Period
      • Create Conversion Formulas for Proration
      • How Prorated Earnings and Deductions are Calculated
    • Periodicity
      • Periodicity Conversion
      • Configure Periodicity Conversion Rules
    • Retroactive Pay
      • How Retroactive Pay Is Calculated
      • Add a Retroactive Event Notification Manually
    • FAQs for Pay Calculation Components
      • Why can't I create payroll components on the Manage Calculation Information page?
      • When should I force recalculation of the contribution base for Chinese social security and benefits deductions?
      • How to add Calculation Components for Enterprise Annuity
  • 11 Set Up Payment Methods
    • Bank Information
      • Manage Bank Information
    • Organization Payment Methods
      • Overview
      • Considerations When You Create Accounts
      • How Bank, Branch, and Account Components Work Together
      • How Payment Methods and Payroll Definitions Work Together
      • Configuring Payment Method Preferences: Procedure
      • Set Up Payment Sources in Organization Payment Methods
    • Personal Payment Methods
      • Bank Info for Personal Payment Methods
      • How Account Number Masking in Payroll Reports Work
    • Direct Deposits
      • Direct Deposit Configuration
    • Configuring Payslips
      • Add Text to Payslips
      • Examples of Input Values for Payslip Text
      • Multilanguage Support for Payslips
      • Reverse Date and Net Pay in Payslip Name Format
      • Add Bursting to Print Delivery Option
      • Rate Precision in Payslips
    • FAQ for Payment Methods
      • How can I display employee work location and department on the payslip?
  • 12 Set Up Elements
    • Payroll Elements
      • Overview
      • Maintain Elements
    • Element Classifications
      • Primary Element Classifications
      • Secondary Element Classifications
      • How Element Classification Components Work Together
      • Element Classifications
      • How Element Processing Sequence is Determined
    • Element Employment Level
      • Employment Level Options for Elements
    • Element Input Values
      • Overview
      • 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
      • Maintain Element Eligibility
      • Add Eligibility Rules for Predefined Elements
    • Earnings Elements
      • Options for Creating Payroll Earnings Elements
      • Create a Regular Earnings Element
    • Absence Elements
      • Overview
      • Define Payroll Elements for Processing Absences
      • Define Payroll Elements for an Absence Accrual Plan
    • Voluntary and Pretax Nonstatutory Deductions
      • Voluntary Deductions
      • Pretax Nonstatutory Deductions
      • Options for Creating Voluntary and Pretax Nonstatutory Deduction Elements
      • Create a Pretax Nonstatutory Deductions Element
    • Social Security and Tax Deductions
      • Social Security Deductions
      • Tax Deductions
      • Options for Creating Social Security and Tax Deduction Elements
      • Create a Social Security Deductions Element
    • Employer Charges
      • Overview
      • Options for Creating Employer Charges Elements
      • Create an Employer Charges Element
    • Set Up Payroll Processing Rules
      • Frequency Rules
      • Restrict Payroll Processing
    • FAQs for Elements
      • What's the difference between a recurring and nonrecurring element?
      • What's an element's skip rule?
      • How can I create an element for retroactive processing?
      • When does an element get processed with a processing option of process once per period?
      • What happens if I select the Closed for Entry option for an element?
      • What happens if I manually enter a value in an element entry value that has a runtime default value?
      • How do I change the number of decimal places used in element input values?
  • 13 Set Up Payroll Process Configuration
    • Payroll Process Configuration Groups
    • Parameters
      • Payroll Process Configuration Parameters
      • Logging Processing Parameters
      • Parallel Processing Parameters
    • FAQ for Payroll Process Configuration
      • How can I improve performance and troubleshoot flows?
  • 14 Set Up Auditing and Data Validation
    • Auditing Business Objects
      • Audit Payroll Business Objects
      • 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
      • Worker Data Validation Report for China
      • Payroll Data Validation Report for China