Overview of Administering Payroll Relationships
Oracle HCM Cloud automatically creates a payroll relationship when you hire an employee or create other types of person records, such as candidates and pending workers. A payroll relationship is an association between a person and a payroll statutory unit (PSU).
A payroll relationship is the highest level of the payroll employment model. If a person has multiple employment records that belong to the same PSU, assignments are grouped within a payroll relationship for statutory reporting purposes. Payroll relationships enable you to enter payroll related information for a person in Oracle HCM Cloud, such as compensation, time cards, payment methods, and salary offers to candidates.
Use the Payroll Relationships task to view details, such as the payroll relationship number and the associated PSU. You can also perform actions for the assignments associated to the payroll relationship, such as adding a payroll or setting the time card required status.
- Basic Information
- Assignment
- Payroll Association
- Payroll Assignment Details
Payroll Association
The Payroll Association region displays the payroll currently associated with the assignment and any prior payrolls up to the final close date.
Use the Transfer button to transfer the payroll of an employee due to changes in the employee's terms and conditions such as a promotion, demotion, new position, new job, and so on. The employee is assigned a new primary payroll association effective the transfer date, and the current payroll association gets terminated as of a day prior to the transfer date.
The element duration dates on the assignment record control when element entries for an employee start or end. For example, a sales employee is terminated, and the Last Standard Process Date is automatically set to the last date of the employee’s payroll, say 25 Aug 2022. However, a commission payment is due to be paid after the termination date, so you want to keep the employee's payroll record open until 31Dec 2022. To ensure that the employee is paid the commission, you can set the Final Close date on the assignment record to 31 Dec 2022.
When you delete a payroll, the payroll association including the element and CIR entries associated with the payroll association is purged. However, you can’t remove a payroll that’s invalid as of the start date.
Process a Payroll Relationship in Payroll
For employees with multiple assignments, payroll relationships support social insurance calculations that you perform on earnings from all assignments grouped within the relationship. The results of payroll processes are accordingly held against the payroll relationship of a person.
Use the Process Result Summary task to view a payroll process. Select a process such as calculate payroll, and drill-down to view a list of the payroll relationships included in the process.
Manage Payroll Relationships
Use the Assignment Switcher to choose an assignment for employees with multiple assignments. You can choose one of the active assignments and navigate to the Payroll Relationship page and view the assigned payroll and relationship information for the selected assignment.
To search for an inactive assignment, you can use the Advanced Person Search. For assignments with a final close, the information shown on the Payroll Relationships page is view-only for both the assignment and the payroll relationship.
The Payroll Relationship page displays view-only information entered for the work assignment in the Human Resources flows such as Hire and Promote. Use the Payroll Assignment Details section to view and manage the assignment-level information for payroll.
Unless a Final Close is set on a payroll relationship, you can't remove person information. Purge occurs at the person level, and not at the payroll relationship level. So, if a person has multiple payroll relationships belonging to different legal employers, then, for the purge to complete, all payroll relationships under that person should be final closed, before the purge date.
Use the Date picker to switch the date and view the assignment, assigned payroll and payroll relationship information as of the date selected. You can select a date between the start and end date of the assignment.
Hide or display fields to meet your business requirements. However, you can’t hide fields based on specific legislative requirements.
Add the PER_ENABLE_WORKER_SEARCHES_USING_EFFECTIVE_DATES_PRIV functional privilege to a user-defined role, so that a person with the role can have access to date effective changes to the assignment.
Use the Journey option to include the VBS version of the page in a Journey.