32 payroll setup_part_32_(skylark_group_pvt_ltd)
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32 payroll setup_part_32_(skylark_group_pvt_ltd)

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Payroll, Business Group, Oracle Payroll, Setup payroll,Oracle Setup Payroll,oracle setup,Payroll,Element, Link,Costing,Business,Job,Position,Location,Oracle,payroll,hrms,oraclepayroll,ora17hr

Payroll, Business Group, Oracle Payroll, Setup payroll,Oracle Setup Payroll,oracle setup,Payroll,Element, Link,Costing,Business,Job,Position,Location,Oracle,payroll,hrms,oraclepayroll,ora17hr

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32 payroll setup_part_32_(skylark_group_pvt_ltd) 32 payroll setup_part_32_(skylark_group_pvt_ltd) Document Transcript

  • Oracle HRMS Functional Document Oracle Payroll Setup Part 32 This Document is created only for Class Room Training Purpose By Regintala Chandra Sekhar ora17hr@gmail.com
  • UK PAYROLL A Business Group (BG) holds information about the components of work structures such as jobs, grades and positions. At the BG level we set up the legislative rules, terms of employment, remuneration policies and employee work patterns. Oracle HRMS provides the flexibility to define enterprise the following four basic configurations models, 1. A single operating company in one country. 2. A single operating company in multiple countries. 3. Multiple operating companies in one country. 4. Multiple operating companies in multiple countries The major reason for creating many business groups is that you enterprise is present in many countries. The other reasons for creation of more than one BG are:1. During acquisitions or mergers there is a need to manage separate structures and processed during a transition phase. 2. To keep a copy of your live system with example records for training or testing purposes 3. You are a holding company with a number of subsidiary companies and each subsidiary has its own structures, employees, and compensation and benefit policies. Process of setup of Business Group 1. Select System Administrator responsibility 2. Define required responsibilities (N: security -> responsibility -> define) 3. Define user and assign responsibilities to the user (N: Security -> user -> define) 4. Select GL Responsibility 5. Define accounting flex field (N: setup -> financial -> flex field -> key -> segments) 6. Give values for your segments (Setup -> financial -> flex field -> key -> values) 7. Define Currency (N: setup -> Currencies -> define) 8. Define Calendar (N: Setup -> financial -> calendar -> Type/Accounting) 9. Create Ledger (N: Setup -> financial -> book -> define) 10. Select HRMS responsibility 11. Define a location (N: Work Structure->Location) 12. Define a Business Group (N: Works Structure->organization->description) 13. Set the following Profile Options to all your responsibilities HR: Security HR: Business Group HR: User Type GL: Ledger Name 14. Select Inventory responsibility 15. Create legal entity (N: Setup -> organizations -> organizations) 16. Create Operating unit (N: Setup -> organizations -> organizations) 17. Set Profile option MO: Operating unit for all responsibilities 18. Create Work day calendar 19. Create Inventory Organization (N: Setup -> organizations -> organizations) 20. Select sysadmin responsibility and run replicate seed data program. 2 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL Set the System Date: 01-Jan-2013 Select System Administrator responsibility 1. Define required responsibilities (Nav: Security  Responsibility  Define) Navigation Path Name: Skylark Groups Pvt Ltd Set the Profile Options: Date Track Reminder for the Responsibility Step 1: Nav: System AdminProfileSystem Profile value 2. Define user and assign responsibilities to the user (N: Security -> user -> define) Name: SKYLARK 3 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL Login from your user Values Set: Value set is primarily a container for your values; you define your value set such that it can control the types of values that are allowed into the value set (either predefined or non-validated). You can specify the format of your values. -Values for the Value Sets, we are defining will be kept in the Oracle Application Object Library tables. Types of Value sets: 1) Character, 2) Number, 3) Time, 4) Standard Date, Standard Date Time Date, 5) Date Time Note: When creating value sets using the date format, use the format types Standard Date and Standard Date Time. Validation Types for a value set: 4 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL Define the Values Set for the Job: Name: SKY_JOB_DEPT_VS Validation Type: Independent And Assign the List of Values to it Nav: Application->Validation->Values 5 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL Dependent Values Set:  Same like Independent Value Set, except the List of Values shown to you will depends on which the Independent value you have selected in the Prior Segment  Must define your independent value set before you define the dependent value set that depends on it Name: SKY_JOB_NAME_VS Save it and Click on the Edit Information: Creation List of Values for the Dependent Values: 6 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL 1. Corporation: 2. Click on the CORP column and press down key you will find the other three Departments Enter FIN Department Details 3. Next HR Department 7 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL 4. Next IT Department Position: SKY_POS_NAME_VS Values Set for People Group Flexfield: Name: SKY_PEO_GRP_UNI_TYP_VS 8 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL Assign the List of Values for the People Group Grade: SKY_GRADE_NAME 9 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL Assign the List of Values for the Grade Creation of Key Flexfields The Key Flexfield Structures must be defined before defining the Business Group in Oracle HRMS. For each key flexfield, the following must be defined: o o o Structure Name Flexfield segment names, order, validation options and qualifiers Flexfield value sets. 1. Define JOB: Jobs are meant to describe the duties someone performs, e.g. Engineer, Accountant, and Manager. Name: SKY_JOB_NAME Click on Allow Dynamic Insert and Freeze flexfield Definition and Compile it 10 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL 2. Define the Position: Positions are meant to describe specific instances of that job, e.g. Trainee Engineer, Senior Cost Accountant, Sales Manager. In other words, Positions are subsets of Jobs. Click on Open Button uncheck the required check box so that it will not show as be mandatory Name: Sky_Position_FF Note: Click on Allow Dynamic Insert and Freeze flexfield Definition and Compile it (see the above fig. Job) 11 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL 3. Define Grade: Grades are used to represent status of employees within an enterprise, or Work Group. They are also used as the basis of many compensation and Benefits Policies. Grades can be set up against either a Job or a Position Name: SKY_GRADE_FF Note: Click on Allow Dynamic Insert and Freeze flexfield Definition and Compile it (see the above fig. Job) 4. Define Competency: Define a structure for your competency flexfield which contains the segments you want to use for your Business Group. You will use this structure to enter competency details for Human Resource, iRecruitment and Oracle Training Name: SKY_COMPETENCE_FF Note: Click on Allow Dynamic Insert and Freeze flexfield Definition and Compile it (see the above fig. Job) 12 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL 5. Define People Group Flexfield: Define the Structure for your People Group Flexfield which contains the segments you want to use for your Business Group. Name: SKY_PEOPLE_Grp_FF Note: Click on Allow Dynamic Insert and Freeze flexfield Definition and Compile it (see the above fig. Job) 6. Define Cost Allocation Flexfield: Cost allocation FF is used to map the Accounting FF and GL mapping will be done. If you plan to transfer costing information to Oracle General Ledger, you should set up at least one segment of the Cost Allocation key flexfield that maps onto segments of the Oracle General Ledger Accounting key flexfield. Name: SKY_COST_AllOC_FF Cost Allocation: Qualifier: Click on the a. Company : QF: Balancing, Assignment, Element, Organization, Payroll b. Account : QF: Balancing, Element, Payroll c. Department : QF: Balancing, Assignment d. Interdepartmental : QF: Balancing, Organization, Payroll e. Product : QF: Balancing, Organization Click on the Flexfield Qualifiers: 13 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL a. Place your curser on company and click flexfield qualifier and check the box b. Place your curser on Accounts and click flexfield qualifier and check the box c. Place your curser on Department and click flexfield qualifier and check the box d. Place your curser on Interdepartmental and click flexfield qualifier and check the box Interdepartmental : QF: Balancing, Organization, Payroll e. Place your curser on Product and click flexfield qualifier and check the box Product : QF: Balancing, Organization Note: Click on Allow Dynamic Insert and Freeze flexfield Definition and Compile it (see the above fig. Job) 14 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL We have other Key flexfield I will explain it later a. Bank Details b. Soft Code c. Personal Analysis Key flexfield Creation of Descriptive Flexfield Descriptive Flexfield is used to just capture extra information. You can define two types of descriptive Flexfield segments: Global Segments: Segments always appear in the flexfield window Context Sensitive Segments: Segment appears only when a defined context exists. a. Additional Personal Details: We have to query the Existing One and Assign the New One (Add%Person%Details%) make sure till you get Additional Personal Details b. Additional Assignment Details 15 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL c. Add'l Salary Admin. Details: Just Check the It is Freeze or Not Define the Lookup Types and Values Lookups are predefined list of Values with Validation Rules for specific segments System • All values in the list are predefined by Oracle Extensible • Some predefined values are provided • You can add values to the list User • Define new lookup types to validate fields you define during the implementation process – Flexfield segments – Element Input Values Example: 16 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL Define the Work Location: Ans Locations are the actual work sites of your employees – Internal addresses – External addresses for tax authorities, agencies, etc. • Shared across business groups or specific to one Check the Start Date first. Change to your BG Responsibility Name: SKYLARK HEADOFFICE Adapt the Business Group A Business Group is a special class of Organization. Every business group can have its own set of default values, with its own internal organizations, Grades, Jobs, Positions, Payrolls, employees, applicants, compensations and Benefits In Oracle EBS, Business Group holds the employee information. If there is a Group of Companies and they all are using a single instance of Oracle Apps then every employee in each company will be defined at BG level. Each employee will then be assigned a responsibility. That responsibility determines which company that employee belongs to and what type of transaction can be carried out. When a fresh EBS instance is installed it has a Default Business Group namely Setup Business Group. NAME: SKYLARK GROUPS PVT LTD 17 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL a. Business Group Information: i. Setting up the Security Profile for Business Group: HR:Cross/Business Group as yes/no, if yes. Then user can access data from other Business group too. ii.HR:Security Profile 18 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL 3. HR: User Type : HR with Payroll Optional 4. Date Track Reminder: Always pop warning window 5. HR: National Identifier Validation 6. HR: NI Unique Error or Warning 7. MO:Operating Unit, if Multi Org is set up for a BG then this is mandatory to setup ow optional Profile Option provides the flexibility to the oracle application; they are acting like a global variables .It eliminates the need to hard code the logic. Let me give you one example:-An organization have two departments say D1 and D2.We want Manager of D1 cannot view the employees of D2 and vice versa. Then we will set the profile options 8. MO:Department name or the organization name against the profile option B. Query your BG and enter Tax Reference Details Nav: BG RespWork Structure Organizationfind SKYLARK GROUPS PVT LTD Creation of Units Creation of Legal Entity: GRE Type: GRE (India, USA) Creation of Operating Units: OP Type: Operating Units (Andhra Pradesh or Mumbai, NY or NJ) Creation of Inventory Organization: Type: (Hyderabad or Vijay Wada, New city or New Jersey) 19 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL Define the GRE: Government Reporting Define the Operating Units: Operating Unit (OU) comes under a ledger with a legal context. “Legal Context” is referred to as the Legal entity to which it is attached. The purpose of an operating unit is to segregate or separate subledger transactions. A legal entity having different branches in Pakistan can treat each branch an operating unit Name: Sky_Operating_Unit A. Click Others and select Operating Unit information 20 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL Creation of Payment Methods a. Cheque Method: Cheque Method ENABLE THE FOLLWING Note: Your System Administrator can enable the HR: Default Check/Cheque Number Method profile which enables you to use the automatic check/cheque numbering process. b.BACS Method: it is used to transfer the Salary to Bank Account Name: Bank Payments Click on Others you will find the BACS Details 21 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL Creation of Earning Element: Name: Gross Pay Define Salary Basis On what basis we have to pay his salary like Hourly, Monthly, Period Salary, Annually Salary Name: Monthly_Salary 22 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL Define Payroll: Payroll refers to the amount paid to employees for services they provided during a certain period of time Name: Monthly_Payroll a. Statutory Information: b. Click on Valid Payment Methods c. Link the above created Gross Pay to Payroll (Nav: Total CompenBasicLink) 23 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL GL Mapping It is an important process because after the payroll run we have to transfer the accounts to GL and in OTL we will run a process called Transfer from OTL to GL Query your monthly payroll and link the Segments a. Creating a Employee for the Business Group 24 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL b. Click on Address and Enter all the Necessary information in the fields and Click on Assignments c.Click on Salary Add and Add his salary d.Enter the Pay Method for the Employee: Click on Others Payments 25 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL e. Cheque Method: f. Bank Transfer g. Running the Payroll for the Month: Submit a Request 26 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL Enter Payroll Run for UK and select the following Parameter a. Payroll Run for UK b. Prepayments: c. Cheque Writer Process 27 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL d. Magnetic Transfer: e. View the Run Results: f. Click on Assignments Process 28 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com
  • UK PAYROLL g. Click on SOE Report Thank You.... Regintala Chandra Sekhar You can get more documents on my blogger: http://ora17hr.blogspot.com 29 Regintala Chandra Sekhar Email ID: ora17hr@gmail.com