Overview of Using Oracle Fusion Global Payroll

Using Oracle Fusion Global Payroll for the United States involves managing multiple payroll cycle tasks, from maintaining personal payroll info for your employees to running payroll processes and reports.

Here's how the payroll cycle works.

This table identifies the payroll work areas for each payroll cycle task.

It includes these payroll tasks.

Maintain personal payroll info
Manage payroll transactions
Verify your payroll readiness
Calculate, validate, and balance Payroll
Calculate payment distributions
Distribute payroll payments
Calculate and verify cost distributions
Distribute payroll accounting info
Manage regulatory and tax reporting
Monitor and update the status of your flows

Note: At each stage of the run, it's important for you to confirm it's complete and that you're ready to continue to the next one. Use the Task Details page to monitor the progress of your payroll run. For further info, see How to Monitor Payroll Flows from the Payroll Dashboard in the Help Center.

For further info, see the following sections.

Note: You might also find these related guides helpful. You can find them on the Help Center.

Maintain Personal Payroll Info

To prepare for payroll processing, make sure the payroll info for your employees is up-to-date. This includes the following areas.

What you should do	For more info, check here in the Help Center
Maintain the payroll relationships of your employees	Payroll Relationships for the US
Ensure you have enabled time cards for eligible employees	Time Card Required
Manage element entries	Element Entry Methods
Manage info required for involuntary deductions	Involuntary Deductions for the US
Define and manage personal calculation cards	How Calculation Cards Work Together for the US
Enter final processing dates for terminations	How to Set End Dates for Terminations
Update person-level details during individual or mass transfer of employees to a different payroll	How You Assign and Transfer Payroll

For further info, see Personal Payroll info for the US in the Help Center.

Manage Payroll Transactions

Payroll flows are used to perform many of your payroll transactions. If you load data, calculate payroll and payments, run reports, or calculate and distribute cost results, you submit payroll flows. You monitor and manage each task and overall payroll flow.

As part of getting ready for your payroll run, make sure that everything at the organization level is up-to-date.

What you should check	For more info, check here in the Help Center
Your employee absences	Overview of Absence Management for the US
Balance exceptions and balance adjustments	Balance Exceptions Overview of Balance Adjustments for the US
Object groups	Overview of Object Groups
Payment methods	Bank Info for Personal Payment Methods for the US Create Third-Party Payment Methods Organization Payment Methods for the US
Info required for tax withholding	Federal and Regional Taxes for the US Tax Withholding Card
Employee time entries	Process Time Entries in Payroll
Mass loads or updates of payroll data	Overview of Loading Objects with HCM Data Loader

For further info, see Payroll Transactions for the US in the Help Center.

Verify Your Readiness

A good payroll run depends on many tasks performing successfully. Before you start your run, here's a checklist you can follow to help ensure it's successful.

Confirm completion of all payroll prerequisites.

For further info, see the following in the Help Center.
- Personal Payroll Info for the US
- Payroll Transactions for the US
Review the Payroll Dashboard for notifications, and take any actions requiring your attention.

For further info, see How to Monitor Payroll Flows from the Payroll Dashboard in the Help Center.
Run the Payroll Data Validation Report to identify noncompliant or missing statutory info for people in a payroll statutory unit.

For further info, see Payroll Data Validation Report in the Help Center.
Check retroactive notifications, and process any retroactive changes.

For further info, see the following in the Help Center.
- Retroactive Notification Report for the US
- Recalculate Payroll for Retroactive Changes for the US

Note: The US Simplified Payroll flow performs some of these steps for you. If you have configured your own flow, you might have to perform them manually.

For further info, see Payroll Readiness for the US in the Help Center.

Calculate, Validate, and Balance Payroll

After you have verified your payroll readiness, it's time to run payroll. Start the US Simplified Payroll Cycle flow, or start a flow you have configured yourself.

After you run the Calculate Payroll process, you validate its results. Then you make any necessary corrections and try again.

For further info, see Calculate, Validate, and Balance Payroll for the US in the Help Center.

Calculate and Validate Payment Distributions

When you run the US Simplified Payroll Cycle flow, the Calculate Prepayments process starts automatically when you review and verify the Gross-to-Net Report. For further info, see Calculate and Validate Payroll Payment Distributions for the US in the Help Center.

When it completes, review the distribution of payments across employee personal payment methods in its process results.

If you find issues:

Fix the data.
Retry the action or roll back the record to remove them from the run.

For further info, see Mark for Retry, Retry, and Roll Back Payroll Results in the Help Center.
After you fix the data in the removed record, run the prepayments process again.

For further info, see Calculate and Validate Payroll Payment Distributions for the US in the Help Center.

Distribute Payroll Payments

After you have validated the payment distribution amounts, you're ready to distribute payments.

Task name	What it does	For more info, check here in the Help Center
Generate Check Payments	Generates check payments for your employees. It uses a predefined check format or one you have configured. The US Simplified Payroll Cycle flow uses this process.	Generate Check Payments Generate Check Payments and Check Numbers US Simplified Payroll Cycle Flow
Generate Check Payments for Employees and Third Parties	Generates check payments for employees and third-party payees. It uses a predefined check format or one you have configured. Use this process when you need to print checks for third parties or whenever you want to generate checks outside a payroll flow.	Employee and Third-Party Check Payments for the US Generate Check Payments for Employees and Third Parties for the US
Make EFT Payments	Generates electronic funds transfer (EFT) payments for all payees with a payment method of EFT.	Make EFT Payments for the US
Make External Payments	Addresses special situations where you want to cut a check after using QuickPay instead of the normal payment process, such as: Replace a lost check that you voided Create a final payroll check for a terminated employee Pay using a different payment type or payment source than specified in the normal payment process Note: This isn't a typical payroll cycle task. You run it as part of the QuickPay flow.If you need to run this independent of a QuickPay, use the External or Manual Payment process.	Examples of QuickPay Processing Submit a QuickPay Flow to Correct a Payroll Calculation Error
Archive Periodic Payroll Results	Makes the data available for reports, such as the payroll register and payslips.	Archive Periodic Payroll Results Process for the US
Run Periodic Payroll Register	Verifies and provides an audit trail of a payroll run, including hours, earnings, and deductions by payroll statutory unit and tax reporting unit. In detail mode, it shows the complete details for each employee.	Periodic Payroll Register Report for the US
Generate and Verify Payslips	Generates a payslip for all paid payments matching your criteria except: Voided payments Reversed payroll calculations Data not archived Previously generated payslips	View Payments
Run Payment Register	Verifies and provides an audit trail of payments generated by all payment processes, including total amounts paid by payment category, type, status, and method. In detail mode, it shows payments for each employee.	Payment Register Report for the US

For further info, see Payroll Payments Distribution for the US in the Help Center.

Calculate and Verify Cost Distributions

The Calculate Payroll process automatically calculates the costs for the payroll run. It's important you use the Payroll Costing Results Report to review its results. For further info, see Payroll Costing Results Report in the Help Center.

If you have any of the following when you're calculating and distributing costs, run these processes for each. For further info, see How Distributed Costing Is Calculated in the Help Center.

For these distributions	Run these processes	For more info, check here in the Help Center
Retroactive costs	Calculate Retroactive Costing	Retroactive Costing
Payments	Calculate Costing of Payments	How to Cost Payroll Payments
Cost adjustments Balance adjustments	Costing of Balance Adjustments	How to Adjust Payroll Costs Oracle Cloud Human Capital Management for United States: Balance Adjustments (1600728.1) on My Oracle Support
Partial period accruals	Calculate Partial Period Accruals	Partial Period Accruals

For further info, see Calculate and Verify Cost Distributions for the US in the Help Center.

Distribute Payroll Accounting Info

To distribute payroll accounting info, you typically:

Run the Transfer to Subledger Accounting process to create journal entries for posting to Oracle Fusion General Ledger.

For further info, see Transfer to Subledger Accounting in the Help Center.
Submit the Create Accounting process in draft mode to create journal entries for review.

For further info, see Create Accounting in the Help Center.
After you're satisfied with the journal entries, run it again in final mode to create, transfer, and post journal entries.

For further info, see Distribute Payroll Accounting for the US in the Help Center.

Manage Regulatory and Tax Reporting

You can use business outsourcing solutions providers such as ADP to help you with a variety of functions.

Form W-2 and 1099-R printing
Filing of federal, state, and local taxes
Performing quarter-end and year-end reporting for the US and its territories

If you're using such a third-party provider, use the Third-Party Tax Filing Extracts. They extract all your relevant payroll data into an output file suitable for submission to your provider.

For further info, see Oracle Cloud Human Capital Management for the United States: Third-Party Tax Filing Interface (1594079.1) on My Oracle Support.