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Oracle HRMS Payroll Balances

Oracle HRMS Payroll Balances

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  • Online Help <br /> For details on how to complete the Balance window please refer to the Online Help path: <br /> Oracle HRMS &gt; Oracle HRMS US &gt; Compensation and Benefits Setup &gt; How To &gt; Define Balances &gt; Define User Balances <br />

oracle hrms functional documents oracle hrms functional documents Presentation Transcript

  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Payroll Balances Release 11i
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Objectives At the end of this unit you should be able to: • Explain Balances in Oracle Payroll • Define User Balances • Create Balance Feeds
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Overview This Unit covers Payroll Balances in Oracle HRMS within the framework of Total Compensation Elements Setup for Payroll (U.S.) View slide
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Understanding Balances in Oracle Payroll Release 11i View slide
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Objectives At the end of this lesson you should know about: • User Defined Balances • Balance Feeds
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Overview • When you initiate an Earnings Type or Deduction, balances and balance feeds are generated automatically • You can modify these generated components and define new balances
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Overview • Balances show the positive or negative accumulation of values over a period of time • They are maintained by payroll runs and hold pay values or other related values such as hours worked and numbers of employees
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Startup Balances • Are put in place by localization teams • Are mainly legislative, that is, they reflect the tax legislation of the country where your enterprise is located
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® 1 JanuaryJanuary January Startup Balances Startup balances accumulate over standard periods of time such as a payroll period, a quarter, or a year
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® User Defined Balances Defined in the Balance window to meet your particular additional requirements
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Startup balances are mainly legislative. True or False FalseTrue Polling Question
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Startup balances are mainly legislative. True or False True Answer
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Balance Levels Balances can be held at assignment level or person level in enterprises where employees can have multiple assignments
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Balance Dimensions Balance Dimensions indicate the time span over which balances accumulate RunRun RunRun PeriodPeriod QuarterQuarter YearYear UserUser
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Balance Dimensions • Balance Dimensions specify to the system how long to sum a balance and this information can be accessed by formulas and reports • Most balance dimensions apply to assignment level balances
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® 1 JanuaryJanuary January Balance Dimensions Examples • Sum this balance since start of year • Sum this balance since start of period • Sum this balance for a GRE for the quarter (QTD)
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Defined Balance Gross_Earnings_Person_YTDGross_Earnings_Person_YTD RootRoot LevelLevel DimensionDimension A balance type with its dimension
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Database Items Accessing a Balance in a Formula When you create a balance the system automatically creates a dynamic database item for it
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® A. … accumulated balances B. … the assignment in which balances accumulate C. … the date on which balances accumulate D. … the time span over which balances accumulate Balance dimensions indicate ... Polling Question
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Balance dimensions indicate ... Answer A. … accumulated balances B. … the assignment in which balances accumulate C. … the date on which balances accumulate D. … the time span over which balances accumulate
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® How to Feed a Balance You can select elements to feed a balance by: • Selecting a primary classification • Selecting an individual element
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Element Element Element Classification Balance Creating Feeds Using Element Classification You can use element classifications to create balance feeds for whole categories of elements
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Earnings Element Earnings Element Earnings Element Primary Classification Balance Creating Feeds Using Element Classification For example: • If a balance is fed by the Earnings classification, all elements defined with Earnings as their primary classification feed this balance automatically
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Element Balance Creating Individual Balance Feeds You can create balance feeds from individual elements for balances that are not already fed by element classifications
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® BalanceBalance Balance Balance Balance Balance Balance Balance Element Creating Individual Balance Feeds There is no limit on how many balances an element can feed
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Creating Individual Balance Feeds For example: • An element may feed one or more balances by virtue of its primary classification, and one or more further balances by virtue of its individually created balance feeds • The same balance can be fed by more than one element classification or, alternatively, by more than one individually created balance feed
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® There is a limit on how many balances an element can feed. True or False FalseTrue Polling Question
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® There is a limit on how many balances an element can feed. True or False False Answer
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Summary In this lesson, you should have learned about: • User Defined Balances • Balance Feeds
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Defining User Balances Release 11i
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Objectives At the end this lesson, you should be able to: • Define a Balance • Create Balance Feeds
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Feeds Dimensions Overview Defining a balance includes defining its feeds and dimensions
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Balance Feeds Element Input Values Element Classifications Overview When you select feeds for the balance, you have a choice between specifying element input values directly ….
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Balance Feeds Element Input Values Element Classifications Overview …or selecting element classifications to control balance feeds
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Balance Element Input Values Feeds Element Classifications Overview You cannot choose both methods together to feed a balance
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® User Defined Balances Defined in the Balance window to meet your particular additional requirements
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Balance Dimensions • Balance dimensions are predefined and you can select any number of them for your own user balances • You cannot delete or change the dimensions that are part of predefined legislative balances – They support legislative formulas and standard reports
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Balance Feeds • Balances are fed by input values of elements either by adding to or subtracting from the balance • There are two ways that balances can be fed: – By individual element input values – By element classification
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Balance Feeds • You create balance feeds for element classifications in either of the following windows: – Balance Feeds window of the Element form – Balance Feeds window of the Balance form
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Balance Feeds The window to use depends on whether you want to create feeds from more than one element to a single balance, or feeds from one element to more than one balance
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Requirement Balance feeds from one element to more than one balance Balance feeds from more than one element to one balance Balance feed from one element to one balance Form to Use Element Balance Balance or Element Balance Feeds
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Instructor Demonstration 2-a The purpose of this demonstration is to show how to review generated balances and balance feeds. Observe as your instructor demonstrates.
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Practice 2-a Following the Instructor demonstration, review the balances and balance feeds generated for the xx Yearly Bonus earnings type.
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Navigate to the Balance window in US Super HRMS Manager Responsibility: (N) Total Compensation > Basic > Balance NN SS EEWW Practice 2-a Navigation Path
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Summary In this lesson, you should have learned how to: • Define a Balance • Create Balance Feeds
  • Copyright © Oracle Corporation, 2000. All rights reserved. ® Unit Summary In this unit, you should have learned how to: • Explain Balances in Oracle Payroll • Define User Balances