PreviousNext JavaScript must be enabled to correctly display this content
  • Title and Copyright Information
  • Get Help
  • 1 Let's Get Started
    • Implementing Payroll for India
    • Setup Tasks for Implementing Payroll in India
    • Create an Implementation Project for India
    • Responsive User Experience Setup
      • Profile Options for Redwood User Experience for India Payroll
      • Deep Links
      • Search Logic Profile Options for Client List of Values
      • Use Transaction Design Studio to Configure Field Displays
  • 2 Payroll Concepts to Understand
    • Date Effectivity
      • Date Effectivity
      • How You Delete Physical Records from Date-Effective Objects
    • Country Extensions
      • Select Country Extensions for India
      • Verifying Geographies
      • Address Validation Settings
    • Legislation
      • Payroll Legislative Data
      • How Legislations are Edited
    • Enterprise Structures
      • Enterprise Structures for India
      • Legislative Data Groups
      • Payroll Employment Hierarchy Profile Options
      • Examples of HCM Organization Models for India
      • What's a legal employer?
      • What's a payroll statutory unit?
      • What's a tax reporting unit?
    • Jurisdictions and Legal Authorities
      • Overview of Legal Jurisdiction and Authorities
      • Jurisdictions
      • Legal Jurisdictions
      • Legal Authorities for India
      • Legal Addresses for India
    • Legal Entities
      • Overview
      • Plan Legal Reporting Units
      • How Legal Employers Work with Payroll Statutory Units and Tax Reporting Units
      • Legal Entities for India
      • Define Legal Entities for India
      • Define Legal Entities HCM Information
      • Define Legal Entity Registrations for India
    • Legal Reporting Units
      • Define Legal Reporting Units and Tax Reporting Units
      • Set Up Tax Reporting Unit for Income Tax
        • Set Up Tax Reporting Unit for Provident Fund
        • Set Up Tax Reporting Unit for Professional Tax
        • Set Up Tax Reporting Unit for Employee State Insurance
        • Set Up Tax Reporting Unit for Labour Welfare Fund
        • Set Up Tax Reporting Unit for National Pension Scheme
    • Employment Model
      • Overview of Payroll Employment Model
      • How do I diagnose payroll employment model setup issues?
    • Payroll Relationships
      • Payroll Relationships for India
      • Payroll Relationship Switcher
      • Payroll Relationship Rules
      • 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?
      • Configure Employee Abstract Role
  • 3 Application Tools
    • Payroll Business Definitions
    • Create and Edit Profile Options
    • Security Profiles
      • HCM Security Profiles
      • Payroll Security Profiles
      • Payroll Data Capture for Multiple Concurrent Assignments
    • 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
  • 4 Load Payroll Data Using Transformation Formula
    • Data Loader
      • Load Objects with HCM Data Loader
      • Overview of Payroll Transformation Formula for HCM Spreadsheet Data Loader
      • Use HSDL to Upload Payroll Relationship Calculation Card Info for India
      • Guidelines for Loading Calculation Cards
    • Payroll Transformation Formula For HCM Data Loader
      • Overview of Payroll Transformation Formula For HCM Data Loader
      • How You Transform Data Using Payroll Transformation Formula for HCM Data Loader
      • 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 for HCM Data Loader
      • Sample Payroll Transformation Formula for Multiple Business Objects
  • 5 Employee Management
    • Hiring a Worker
    • Manage Person and Employment Information
    • Terminating a Worker
    • Global Transfer
      • Transfer Actions
      • Local and Global Transfer
      • Data Copy and Display Options for Local and Global Transfer
      • Mass Legal Employer Change
      • Transferring People
        • Example of a Global Transfer for India
  • 6 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 for India
      • Secondary Element Classifications for India
      • 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 Element for India
      • Allowances Element for India
      • Create Salary Basis and Additional Allowance Elements for India
      • Perquisites Element for India
      • Create Bonus Taxation Element for India
    • Element Input Values
      • Payroll 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
      • Payroll Element Eligibility
      • Maintain Element Eligibility
      • Add Eligibility Rules for Predefined Elements
    • Statutory Deductions
      • Statutory Deductions for India
    • Voluntary and Involuntary Deductions
      • Voluntary Deductions for India
      • Fee and Proration Rules for Involuntary Deductions
  • 7 Set Up Investment Declaration
    • Set Up Accessibility to Employee Self Service Pages
      • Investment Declaration Page
      • Proof Submission Page
      • Tax Regime Selection Page
    • Complete Investment Declaration
      • Choose the Tax Regime
      • House Rent, Property, and Loan Information
        • Declaring the House Rent Information
        • Declare the House Loan and House Property Information
      • Chapter VI A Deductions
        • Declare Investments in Section 80C
        • Declare Contribution to Pension Funds in Section 80CCC
        • Declare Contribution to Medical Insurance in Section 80D
        • Declare Donations for Research and Rural Development in Section 80GGA
        • Declare Interest on Higher Education Loan in Section 80E
        • Declare Deductions in respect of Rent Paid in Section 80GG
        • Declare Expenses in Section 80GGC and Section 80U
      • Add Other Income
    • Add Previous Employment Info
    • Upload Documents of Proof
      • Upload Documents of Investment Proof
    • View Summary Report
    • Set Up the Approval Process for Investment Proofs
    • View Income Tax Computation Sheet
  • 8 Calculation Cards and Calculation Values
    • Calculation Cards
      • How Entries of Personal Calculation Cards Fit Together
      • Set Up Calculation Cards for Statutory Deductions
      • Calculation Cards for Deductions at Different Levels for India
  • 9 Payroll Processing Rules
    • Payroll Process Configuration Groups
      • Payroll Process Configuration Groups
      • Payroll Process Configuration Parameters
      • Logging Processing Parameters
      • Parallel Processing Parameters
      • FAQs 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
  • 10 Payroll Definition Details
    • Payroll Definition
      • Overview of Payroll Definitions
      • Payroll Definitions
      • Create Payroll Definitions for India
      • 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
      • Consolidation Groups
      • Examples of Using Consolidation Groups
    • Run Types
      • Run Types
    • Object Groups
      • Overview of Object Groups
      • Process Information Group Security
      • Create an Element Object Group
  • 11 Payroll Balances
    • Balance Definitions
      • Balance Definitions for India
      • Primary Balances
      • Balances in Professional Tax Calculations
      • Balances in Net-to-Gross Calculations
      • Generate Run Balances
    • Balance Groups and Usages
      • Balance Groups
      • Balance Group Usages
      • Create Balance Groups and Usages
      • Examples of Balance Group Usages for India
      • Rules for Editing Balance Groups and Their Usages
    • Balance Exceptions
      • Balance Exceptions
      • Examples of Balance Exceptions
    • Balance Exception Report
      • 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
  • 12 Setup Fast Formulas
    • Using Formulas
      • Overview of Using Fast Formulas
      • Example of Writing a Fast Formula Using Formula Text
      • Example of Writing a Fast Formula Using Expression Editor
      • Write a Fast Formula for Gratuity
      • Write a Fast Formula for Commuted Pension
      • Write a Fast Formula for Leave Encashment
      • Write a Fast Formula for Retrenchment Compensation
      • Write a Fast Formula for Voluntary Retirement Scheme
    • Formula Errors
      • Formula Compilation Errors
      • Formula Execution Errors
    • FAQs for Formula Errors
      • When do I run the Compile Formula process?
      • What's the difference between a formula compilation error and an execution error?
  • 13 Payments
    • Bank Accounts
      • Considerations When You Create Accounts
      • How Bank, Branch, and Account Components Work Together
      • How Account Number Masking in Payroll Reports Work
      • Bank Account User Rules by Country
      • Define Bank, Branches and Accounts
    • Payment Methods
      • How Payment Methods and Payroll Definitions Work Together
    • Organization Payment Methods
      • Configure Organization Payment Method for India
      • Payment Sources in Organization Payment Methods Setup Examples
      • Payment Method Rules Setup Examples
      • Derive Payment Sources Example
    • Personal Payment Methods
      • Personal Payment Methods
      • Bank Info for Personal Payment Methods
      • Configure Payment Method Preferences
      • 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?
    • Termination Payments
      • Configure Termination Payments for India
    • Consolidation Groups
      • Consolidation Groups
    • Payroll Definitions
      • Overview of Payroll Definitions
    • Configure Payslips and Checks
      • Overview of Online Payslip
      • Configure the Payslip Report Template for India
      • How to Configure the Payslip Report Template
      • 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
  • 14 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
      • Event Action Notifications
      • Retroactive Pay for Late Hires
    • Proration
      • Set Up Element Proration
      • Create Conversion Formulas for Proration
      • How Prorated Earnings and Deductions are Calculated
  • 15 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
      • Add Rules to Data Validation Reports
      • Data Security in Payroll Data Validation Reports
      • Payroll Data Validation Report for India
  • 16 Reports
    • Payroll Reports and Analytics
    • Payroll Reports for India
      • Form 24Q Report
      • Form 24Q Corrections Report
      • Professional Tax Computation Report for India
      • Tax Regime Comparison Report for India
      • Simplified Payroll Flow for India
      • ESI Monthly Contribution Report
      • Generate Form 16
        • Configure Lookup for Digital Signed Form 16