Payroll Day3

Oracle Fusion Payroll
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Day - 3

Agenda
o Balances
o Balance Exceptions
o User Defined Tables
o Formulas
o Payment Methods
o Object Groups and Process Configuration

Balances

Overview
● Provides a Value that is accumulated over a period of time

● Task - Manage Balance Definitions
● Values - Money, Hours or other Number Value
● Predefined - Net Pay, Others - Mostly created by Element Templates,
Few - Created Separately.
● Critical aspects
o Balance Categories
o Unit of Measure
o Generated Balances and Database Items
o Remuneration
● Components
o Dimensions & Defined Balances
o Feeds
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Predefined Balances
● Information
● Earnings
○ Standard Earnings, Supplemental Earnings
● Deductions
○ Pre-Statutory Deductions, Social Insurance Deductions, Tax
Deductions, Involuntary Deductions, Voluntary Deductions, Total
Deductions
● Gross & Net
○ Gross Earning, Gross Pay, Net, Net Pay

Dimensions & Defined Balances
● Definition of how to retrieve specific values for accumulation.

● Dimensions are predefined, utilize them to create Defined Balances for
specific Balances
● Components
o Time - Period to date, Fiscal year to date
o Employment Level - Relationship, Term, Assignment
o Context - for Few, Example - TRU, Element, Payroll
● Like
o Core Assignment Tax Unit Year to Date
o Term to Date

Feeds
● Definition of what data values to be used for accumulation

● Feed by Element Input Values (as definition) and by Run Result Values
● Unit of Measure of Input Value and the Balance should be same
● Balance Feeds by Element
o Indicate one or more element input values to add or subtract from a
balance
● Balance Feeds by Classification
o Primary or Secondary element classification or by a Subclassification use
the input value that has the special purpose of primary output value.

Balance Exceptions & Reports
● Mechanism to find deviations in Calculations through Dimensions

● Define the criteria that you want to use in balance exception reports to identify
overpayments, underpayments, and trends
● Task - Manage Balance Exceptions
● Create Exception Report Definition by using the created Balance Exception
● Task - Manage Balance Exceptions and Reports
● Run the Balance Exception Report
● Report - Run Balance Exception Report

Demo

Formulas

Overview
● Generic expressions of calculations or comparisons that you want to repeat

with different input variables.
● Task - Manage Fast Formulas
● Utilization
o Payroll - Calculation, Input Value Validations, Skip Rules for Elements etc
o Benefits - Date calculations, Eligibility and participation evaluation etc
o Object Groups - Payroll Relationship Groups
o Compensation - Person selection, Currency selection for workforce
compensation plans etc
o HCM Extracts
● Formula Type - Specific Inputs & Outputs required for Formula functioning.
● Writing Formulas - Expression Editor or Writing through Formula Text.
● Compiled and Executed
Database Items
● Mechanism to retrieve a value in the database through a code.

● These Codes are used extensively in Formulas to get Values.
● Read Only Variables in Formulas.
● Types
o Static - Predefined, Birth Date, Payroll Relationship Number etc
o Dynamic - Creates dynamic database items when you create Elements,
Input Values, Balances, Flexfields ( Need to Run Generate Flexfield
Database Items Process)
● PAYROLL_REL_NUMBER, Element (MONTHLY_EARNINGS)

Writing Formula - Expression Editor
● Formula Type - Payroll Relationship Group

Writing Formula - Formula Text
● Most of the Formula Types - Element Input Validation
Section of Element Field Purpose When the Formula

Summary Page Runs
Element Details, or Validation Formula To validate one or more When you save the
Element Eligibility entry values for the element entry.
element based on entries in
other entry values.
Element Details, or Calculation To provide values for one or When you save the
Element Eligibility Formula more entry values element entry.
using a calculation that takes
input from these or
other entry values.
Element Details, or Defaulting Formula To provide default values for When you create the
Element Eligibility one or more entry values. element entry
Input Value Validation Formula Validation Formula When you enter the
entry value.

● Element Input Validation - Input Variables
Formula Usage Input Variables Comments
Validation formula at input entry_value Passes the value to be validated

value
level
Validation formula at element Any element input value Replace spaces in the input value
or element eligibility level name that name with underscores in the input
corresponds to an entry variable name.
value. It doesn't matter whether you use
uppercase or lowercase for the
name.
Defaulting formula None Use database items or other logic

instead.
Calculation formula Any element input value Replace spaces with underscores.
name of an entry value. You don't need to provide all of the
available entry values.

● Element Input Validation - Output Variables
Formula Usage Return Variables Comments
Validation formula at any level. formula_status Must be either 'S' (success) or 'E'
(error). Required.
Validation formula at any level. formula_ message Text of message passed to user if
the validation fails. Optional.
Defaulting formula Any element input value A return value overrides any default
name of an value provided on the input value
entry value.
Calculation formula Any element input value You don't need to return all of the
name of an available entry values. You can
entry value. return the entry values that were
passed in as input variables, or
other entry values.

● Most of the Formula Types - Element Input Validation

inputs are entry_value
if(entry_value > 2000) then
(
formula_message = 'Valid Entry'
formula_status = 'S'
)
else
(
formula_message = 'Invalid Entry'
formula_status = 'E'
)
return formula_message, formula_status
Compilation and Execution Errors
● Compilation Errors
o Syntax Error, Misuse of ASSIGNMENT Statement, Misuse of DEFAULT
Statement
● Execution Errors
o Uninitialized Variable, Divide by Zero, No Data Found

User Defined Tables

Overview
● Feature by which users can create their own Table Structure to Store
Values
● Task - Manage User-Defined Tables
● Components
o Basic details
o Columns
o Rows
o Values
● Matched Row Values and Range of Row Values
● Values can be validated through User Table Validation Formula

User Defined Tables

Payroll Calculation WA

Demo

Payment Methods

Payment Methods
● Definition of how Payments are handled through Organizations &

Employees
● Types
o Organization Payment Methods
o Personal Payment Methods
o Third Party Payment Methods
● Payment Distribution Mechanism - Vary depending upon Country
o Electronic Fund Transfer (EFT)
o Check
o Cash

Organization Payment Methods
● Definition of how Payments are handled from Organization perspective.

● Task - Manage Organization Payment Methods
● At Least one OPM for each combination of legislative data group, payment
type, and currency that you use to disburse wages and other compensation
● Important aspects
o Payment types - EFT, Check, Cash
o Payment sources - For Payroll processing, you must define at least one
payment source for each organization payment method.
i. Associated with an active bank account in Oracle Fusion Cash
Management
o Payment rules - For Multiple payment sources, you can use payment rules
to determine the appropriate payment source based on tax reporting unit
(TRU)
Personal Payment Methods (PPM)
● Definition of how Payments are handled from Employee perspective

● Task - Manage Personal Payment Methods
● We can create PPM only when Payroll is assigned to a Person and Valid
Payment Methods are assigned to Payroll
● Can have multiple PPM for a Person
● Not Provided - Default Payment Method provided at Payroll Definition will be
utilized.
● Import aspects
o Organization Payment Method
o Bank Account - For EFT
o Processing Order, Amount Type, Amount

Third Party
● External organizations and people who aren't on the payroll

● Task - Manage Third Parties
● Creating Third Parties creates corresponding records for them as trading
community members.
● Third-party persons - the application automatically assigns a party usage code
of External Payee
● Third-party organizations - you assign a party usage code - Pension Provider,
Professional Body, External Payee

Third Party Payment Methods
● Create Payment Methods for Third Parties so that they can be utilized in
Payroll Processing
● Task - Manage Third Party Payment Methods
● Third Party Payment Method Organization - Need to Provide Organization
Payment Method
● Third Party Payment Method Personal - Need to Provide Organization Payment
Method & Relationship between any Employee.
● Bank Account needed if Payroll Organization Payment Method is EFT

Payment Distribution WA

Demo

Object Groups and Process
Configuration

Object Groups
● User-defined set of elements or people that restrict the items you want to
include in various processes and reports
● Task - Manage Object Groups
● Types
o Elements Group - limit the elements processed for payroll, reporting, or
cost distribution purposes
i. Run group - Specifies the elements to use in a process
ii. Distribution group - Defines the grouping of elements to distribute
element costing results.
o Payroll Relationship Groups - limit the persons processed for payroll,
data entry, and reporting. Static & Dynamic
o Work Relationship Groups - limit the persons processed for human
resources and reporting. Static & Dynamic
o Deduction Card Groups - grouping of Calculation cards for year end
processing

Process Configuration
● Mechanism to Configure Payroll Process and Reports Execution.

● Task - Manage Payroll Process Configuration
● Actions Parameters
o Logging - Detailed information that is used for investigating problems.
Default: no logging.
o Maximum Errors Allowed - Number of consecutive actions that can return
an error before the entire process is given a status of Error. Default:
CHUNK_SIZE or 20; minimum: 0.
● Default Group
● User Created Group

Demo


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Oracle Fusion Payroll

We make experts - http://apps2fusion.com

We make experts - http://apps2fusion.com

We make experts - http://apps2fusion.com

We make experts - http://apps2fusion.com

● Provides a Value that is accumulated over a period of time

We make experts - http://apps2fusion.com 6

● Definition of how to retrieve specific values for accumulation.

We make experts - http://apps2fusion.com 7

● Definition of what data values to be used for accumulation

We make experts - http://apps2fusion.com 8

● Mechanism to find deviations in Calculations through Dimensions

We make experts - http://apps2fusion.com 9

We make experts - http://apps2fusion.com 10

We make experts - http://apps2fusion.com 11

● Generic expressions of calculations or comparisons that you want to repeat

● Mechanism to retrieve a value in the database through a code.

We make experts - http://apps2fusion.com 13

● Formula Type - Payroll Relationship Group

We make experts - http://apps2fusion.com 14

● Most of the Formula Types - Element Input Validation

Section of Element Field Purpose When the Formula

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● Element Input Validation - Input Variables

Formula Usage Input Variables Comments

Validation formula at input entry_value Passes the value to be validated

Defaulting formula None Use database items or other logic

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● Element Input Validation - Output Variables

Formula Usage Return Variables Comments

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● Most of the Formula Types - Element Input Validation

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● Definition of how Payments are handled through Organizations &

We make experts - http://apps2fusion.com 26

● Definition of how Payments are handled from Organization perspective.

● Definition of how Payments are handled from Employee perspective

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● External organizations and people who aren't on the payroll

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We make experts - http://apps2fusion.com 30

We make experts - http://apps2fusion.com 31

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● Mechanism to Configure Payroll Process and Reports Execution.

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