Oapnt Using PDF
Oapnt Using PDF
Oapnt Using PDF
Authors: Lakshmi Venkat, Toni Kunz, Susan Saha, Niby James, Alison Firth
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Oracle Global Human Resources Cloud
Using Global Payroll Interface
Contents
Preface i
1 Overview 1
Manage Payroll Interface: Overview .......................................................................................................................... 1
Preface
This preface introduces information sources that can help you use the application.
Additional Resources
• Community: Use Oracle Applications Customer Connect to get information from experts at Oracle, the
partner community, and other users.
• Guides and Videos: Go to the Oracle Help Center to find guides and videos.
Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at Oracle
Accessibility Program .
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Oracle Global Human Resources Cloud Preface
Using Global Payroll Interface
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Oracle Global Human Resources Cloud Chapter 1
Using Global Payroll Interface Overview
1 Overview
Data File
Personal Data,
Salary Data,
Element Entries, Third-Party Payroll
Calculation Cards Provider
Documents of
Record
PDF payslips
Payroll interface coordinators can use the following features to easily validate, extract, and import payroll-related information:
• Four predefined extract definitions, which you can copy and adapt to your requirements:
• Calculate Gross Earnings process, which you can run each period to update earnings balances. If you use this
process, you can check gross earnings results using:
◦ View Person Process Results page, which includes the statement of earnings
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Using Global Payroll Interface Overview
• HCM Data Loader to import processed data and messages to an extensible flexfield for reporting, and payslips to
document records.
• Oracle Business Intelligence Publisher to report on processed payroll data from third-party payroll providers.
Preparation
Is Extract
Data to Person Data
Upload?
No No Based on No
to Update?
Balances?
Yes
Yes Yes
Calculate Gross
Earnings
Manage Batch Manage Personal
Uploads Payroll Information
Run
Payroll Interface
Report
Send Results to
Third-Party Provider
These processes use element entries, payroll relationships, and calculation cards to determine payroll-related values to
retrieve and calculate along with other HR-related values for a worker, such as benefits information.
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PayrollInterfaceInboundRecord.zip DocumentsOfRecord.zip
(processed payroll data, (PDF payslip files)
payslip data, messages)
Run BI Publisher
Report
(Payroll Interface
Inbound Record - Real
Time Subject Area)
Related Topics
• Implementing Payroll Interface: Procedure
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Using Global Payroll Interface Overview
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Manage Costing for Persons • If you need to track costs at the Yes
person level, you can cost all the
elements the person is eligible to
receive, or just individual elements.
• You can split the cost across
accounts.
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• Element entries
• Bank details for personal payment
methods
• Assigned payrolls
Manual Entry
On the Manage Element Entries page, you can:
• Create manual entries for some elements, such as voluntary deductions.
• View all of the element entries for a person on the summary page, including entries created automatically by other
processes.
• Specify costing overrides, if the element is costed at the element entry level.
• Sort the list of entries by element name.
Batch Entry
You can use the Create Element Entry task action with the batch loader workbooks to enter batches of element entries.
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For example, if the parking garage is closed due to repaving for half the month, you can reduce the monthly parking
deduction by half for one month only.
If the element is costed at the element entry level, you can specify costing overrides, such as the account number for the cost
center to charge a bonus.
For example:
• If you associate a salary element with a salary basis, assigning workers to that salary basis automatically creates
element entries.
• Allocating other compensation and benefits, or adding a payroll component to a personal calculation card,
automatically creates element entries.
Related Topics
• Cost Hierarchy: Explained
Element Entries: How Element Setup Affects Entries and Their Entry
Values
An element's input values define the entry values available on each entry of this element. For each element input value set to
display, you see an entry value on the Manage Element Entries page. You use some entry values to provide inputs to element
calculations, such as hours worked.
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Other entry values store results from payroll calculations, for example of elements processed earlier in the payroll run. Some
entry values are required and some have defaults or lists of values, depending on the element setup.
Element
Classification
Balances
Eligibility Rules
Formulas
Processing Rules
Input Values
Element Entry
Allow User Entry
Adjustments
Extra Details
Costing
Calculation rule The calculation rule determines which input values you must provide on the element entry. For
example, for a flat amount earnings element, you typically specify an amount, periodicity, and
whether the amount is a full-time equivalent value. For an earnings element with a factor calculation
rule, you simply enter a factor, such as 0.5 for 50 percent.
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Automatic entry
For example, you select the Automatic Entry option for element eligibility records for the predefined
US tax element.
Submitting the eligibility record starts the process that automatically creates entries for all eligible
workers. This setup ensures that all eligible workers have an entry to initiate the tax calculation
process.
This check box is selected if you answer Yes to the question on the template: Should every person
eligible for the element automatically receive it?
Note: This option isn't frequently selected and you should not select it after the
element template creates the element. Taxes are the only elements that this rule
applies to on a consistent basis.
Allowing multiple entries For example, you might allow multiple entries for regular and overtime hour entries. With this setup,
you can report an hourly employee's time separately to distinguish between projects or cost centers
for which the employee worked.
You can use this option for hourly workers that you pay biweekly but whose overtime you enter on a
weekly basis.
You might limit other elements, such as benefits and bonuses, to one entry per pay period.
Additional entry This option enables you to add an occasional one-time entry for recurring elements. This additional
entry can override or add to the normal entry amount.
Default value For example, you could enter a default tool allowance of 5.00 USD per week, but you could increase
or decrease the value on individual element entries, as required.
A regular default value provides an initial value when you create the element entry. Changing the
default value on the element or eligibility record has no effect on existing entries.
Alternatively, you can apply the default value when you run the payroll process, rather than when
you create the element entry. This selection ensures you use the latest value on the date of the
payroll run. You can manually override the default value on the element entry.
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Lookup type For an employee stock purchase plan, you can specify that your organization only allows employees
to purchase stock based on 1, 2, 3, 4, or 5 percent of their earnings. Or, for an automobile
allowance, you can specify rate codes of A, B, C, or D.
When entering the entry values, you can only select values from the list provided.
Minimum and maximum values In the same example as above, you can set a minimum or maximum value, or both, for the
percentage of earnings an employee can contribute to the employee stock purchase plan.
You receive a warning or error message if your entry value exceeds these limits, depending on the
input value setup.
Required You could make the entry of hours required for an overtime element, or units for piecework, or type
for a car allowance element.
Special Purpose The element entries summary on the Manage Person Details page displays one input value. It
displays the input value with the Primary Input Value special purpose, if there is one. Otherwise it
displays the Percentage or Factor input value.
Validation through a formula For an annual bonus, you can specify a formula to validate the maximum entry value based on the
employee's length of service and current salary.
You receive a warning or error message if your entry value fails the validation, depending on the
input value setup.
Related Topics
• Determining an Element's Latest Entry Date: Critical Choices
You can:
• Set a default value for an input value, or select a defaulting formula for the element.
• Override the default value or formula for a specific group of employees identified by an element eligibility record.
• Override the default value for specific employees on their element entries.
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Related Topics
• Element Input Validation Formula Type
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To view and manage calculation cards use the Manage Calculation Cards task in the Payroll Administration or Payroll
Calculation work area.
Card Types
The types of calculation cards you can create and the type of information captured on a card vary by country or territory.
Examples include cards for:
• Statutory deductions
• Involuntary deductions
• Time card entries
• Absences
• Benefits and pensions
Card Creation
In countries where all employees are subject to the same set of statutory deductions, the application automatically creates
one or more statutory deduction calculation cards when you hire a new employee. In other countries, you must create
calculation cards manually.
For other card types, you create calculation cards as needed for each employee. If you load absence, time card, or pension
data from another application, the application automatically creates the calculation cards.
Each component relates to an element, such as an income tax deduction. Adding a calculation component to the card
creates an entry for the related element.
A calculation component may have one or more references that define its context, such as the employee's place of residence
or tax filing status.
Click a row in the Calculation Components table to see component details. Use the Component Details section to enter
additional values used to calculate the component.
Note: For some countries, the Manage Calculation Cards page doesn't include the Calculation Components
and Component Details sections. Instead, the layout of the page is specific to the data items required for the
country.
You can't override values loaded from another application, but you may be able to add values, such as adding additional
contributions to a pension deduction.
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Related Topics
• Enterable Values on Calculation Cards: Explained
Prerequisite
1. Make sure your legislation supports an income tax deduction.
If it does, the necessary calculation card definition and calculation components are predefined.
Note: Use the Calculation Card Overview pane to view the component groups associated with this
calculation card. In this example, you should see a Taxes component group. A calculation card may
contain multiple component groups.
Note: You may see a country-specific template instead of the Calculation Component and Component
Details sections.
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Note: Component details vary for each calculation component. For some components, you may also be
able to enter amounts, rates, or other values. If you can enter values, the Enterable Values on Calculation
Cards tab appears. For this example, no values can be entered.
Creating an Association
Associations link a calculation card or component with a tax reporting unit.
1. In the Calculation Card Overview pane, click the Associations node.
2. Click Create.
3. Select your legislative data group and click OK.
Since you didn't select a calculation component, the tax reporting unit is associated with all components on the
card.
4. Select the new association in the Associations section, and then click Create in the Association Details section.
5. Select the employment terms and the calculation component you just created, and then click OK.
6. Click Save and Close.
Related Topics
• Creating Calculation Cards for Deductions at Different Levels: Examples
Note: Not all localizations or card types use associations. Some use associations but do not support
association details.
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Related Topics
• What happens when I end date an object?
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his pay to the fund. By using a percentage rather than a fixed amount, Oscar can contribute to the fund at the same rate he
earns.
Jim creates three payment methods: a check payment method for remaining pay, an EFT payment method with his checking
account bank details, and an EFT payment method with the college fund bank account details.
Approach Purpose
Manage Banks page and Manage Bank View, create, or edit banks and branches centrally for outgoing payments or receiving payments
Branches page
Manage Personal Payment Methods Create or edit employee bank account details for receiving payments
page
Payroll batch loader Load personal payment methods and employee bank account details using an integrated Excel
workbook
Role Can Create Banks and Can Create Employee Bank Location
Branches? Account Details?
Payroll Administrator Depends on duty role or profile Yes Manage Personal Payment
option Methods page, Payment
Payroll Interface Coordinator Distribution work area
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Role Can Create Banks and Can Create Employee Bank Location
Branches? Account Details?
Payroll Manager
You can use a profile option to control access to create bank and branch data. On the Manage Cash Management Profile
Options page, set the Use Existing Banks and Branches profile option to either Yes or No.
• If you set it to Yes, you can load bank and branch data so that administrators and employees select bank details
from a list of values on the Create Personal Payment Method page.
• If you set it to No (default setting), you can't load any bank details. Administrators and employees enter their bank
and branch details as free text.
Related Topics
• Bank, Branch, and Account Components: How They Work Together
A person's payroll relationship must have only one default payment method in effect at any point in time. If a person has
multiple payroll relationships, you must specify a default payment method for each payroll relationship.
Related Topics
• What's the difference between updating and correcting a date-effective object?
Why can't I add or edit banks and branches for personal payment methods?
You can't edit bank and branch information on the Manage Personal Payment Methods page. Contact your help desk for
assistance. You may be able to create banks and branches, if you have the appropriate security privileges.
Payroll relationships aggregate balances at the payroll relationship level. Within a payroll relationship, payroll processes can
aggregate balances for multiple assignment records. Balances don't span payroll relationships.
Standard Person types mapped to this payroll relationship type are included in payroll runs.
Element Entry Only Person types mapped to this payroll relationship type have only element entries created for them
and are excluded from payroll processing.
Relationship mapping rules, which map system person types to payroll relationship types, can vary by country or territory. For
example, the table below shows the mapping between system person types and payroll relationship types, that are applicable
for Canada.
Employee Standard
For Canada, Contingent Worker type and Nonworker Unpaid type are excluded from payroll processing.
The mapping rules are predefined for legislations provided by Oracle. You cannot create your own payroll relationship types
and you must use the values that are predefined in the application.
A payroll relationship cannot end while there are active employment assignments. When all employment assignments are
ended for a payroll relationship, it could either remain active or become end dated. It depends on the legislation and the
payroll relationship rules applicable for the legislation. For example:
• For the US, relationships that remain active enables future rehire within the same payroll relationship and PSU.
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• For the UK, for a relationship that gets terminated, a new payroll relationship is created within the same payroll
relationship and PSU, for the rehire.
Related Topics
• Payroll Employment Model: Explained
Element entries end on one of the last standard dates or the final close date, depending on the element setup.
Note: You can change element duration dates at the assignment, terms, or assigned payroll levels, not at the
payroll relationship level.
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First Standard Earnings Date Date when standard earnings Hire, add payroll, or transfer Hire date or the effective date of
start accumulating payroll the change
Last Standard Earnings Date Date when standard earnings End employee assignment or Termination date. For transfer,
stop accumulating terms, or transfer payroll last day of the payroll period or
one day before transfer date.
Last Standard Process Date Last date that at regular payroll End employee assignment or Last day of the payroll period
process can include elements for terms, or transfer payroll
normal processing
Final Close Date Last date that a supplemental None, but you can manually set End of time unless manually set
payroll process can include to limit the length of time that
element entries element entries are open for The End Payroll action does not
processing, such as the date on set a final close date. You must
which processes skip terminated set the final close date to end a
assignments payroll record.
Related Topics
• Determining an Element's Latest Entry Date: Critical Choices
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Lifetime Rule
When a work assignment is terminated, the associated payroll relationship continues to remain active. When you create an
assignment, the application searches for an active payroll relationship of the same type and for the same payroll statutory unit
(PSU). If found, the new assignment is attached to the existing active payroll relationship. If not, a new payroll relationship is
generated.
Independent Rule
When a work assignment is terminated, the associated payroll relationship becomes inactive and is terminated. When you
create an assignment, a new payroll relationship is created. Each payroll relationship is associated with one work assignment.
To ensure that payroll processes don't consider Heidi for processing for one full year after termination, you set the final close
date to 3 June 2015.
Note: The latest entry date defined for any severance payment elements determines the last date you can enter
element entry details for the terminated employee's severance payment. You can view the latest entry date
setting on the Element Summary section of the Manage Elements page.
Related Topics
• Determining an Element's Latest Entry Date: Critical Choices
• Using Time Definitions for Severance Pay: Example
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Note: If a person has multiple assigned payrolls, the termination process sets the last standard process date for
all active payroll records at each employment level to the latest date.
When you receive notification of a termination, you might perform the following tasks in the Payroll Calculation work area,
either manually or as part of a payroll termination flow:
• Update element entries, for example, enter severance payment details on the Manage Element Entries page.
• Verify termination dates and element duration dates on the Manage Payroll Relationships page.
• Update personal calculation cards to provide information required for tax reporting on the Manage Calculation Cards
page.
If you use Oracle Fusion Global Payroll for payroll processing, your termination flow might include one or more automatic or
manual tasks such as the ones listed above. You can use the following work area to manage these flows:
• Payroll Dashboard to view the details of payroll termination flow tasks and navigate to any items requiring attention
• Payroll Checklist to view the status and results of tasks in an active flow
Related Topics
• Determining an Element's Latest Entry Date: Critical Choices
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How can I set the final close date or last standard process date for a terminated
employee?
You set element duration dates in the Payroll Details section of the Manage Payroll Relationship page from the Payroll
Calculation work area. Select the assignment record in the Payroll Employment Tree to display the appropriate Payroll Details
section and element duration dates. You can change element duration dates at the assignment, terms, or assigned payroll
levels, not at the payroll relationship level.
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Oracle Global Human Resources Cloud Chapter 3
Using Global Payroll Interface Manage Batch Uploads
Refer to the Integrating with Oracle HCM Cloud guide for information about using the payroll batch loader to:
• Load other setup data, such as balance groups, object groups, and user-defined tables
• Migrate elements and formulas between environments
• Load batches from files
• Load initial balance values
The following table describes the tasks and processes that you might use when working with the batch loader. You can
access these tasks and processes in the Payroll Administration work area or using the Enter Batch task in a payroll flow.
Batch Loader Launches a workbook where you can create Access this task in the Tasks pane.
a batch or search for an existing batch.
Create Batch Creates a batch to load element entries Access this process from the Submit a
or balances by object group. Populates a Payroll Flow task.
workbook with all the elements or people in
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Create Batch for an Object Downloads some or all records and history Copy the batch lines to a new batch in
for a specified object, such as an element or another environment and submit the Transfer
formula, into a batch for data migration. Batch flow to create the data.
Access this process from the Submit a
Process or Report task.
Enter Batch For user-defined flows, launches a workbook Sequence tasks in the flow pattern so that
for a single batch. the Transfer Batch task follows the Enter
Batch task.
Access this process from the checklist of a
user-defined flow pattern.
Load Batch from File Uploads a file and transforms its data using Access this process from the Submit a
the specified formula into a batch that you Payroll Flow task.
can transfer.
Purge Batch Removes the specified batch. You can purge a batch at any time. You can't
transfer or view purged batches.
Access this process from the Submit a
Process or Report task.
Transfer Batch Creates entries in the applicable HCM tables Access this process from the Submit a
for the specified batch. Process or Report task.
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Batch Loader
Staging
Enter Batch
Tables
The task names in the workbook represent the type of object the batch loader supports. The task actions available depend
on the task name you select, shown in the following table.
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Note: You can have only one task action per workbook. If you require multiple task actions for a large set of
data to load, use the Load Batch from File process.
Related Topics
• Loading a Payroll Batch From a File: Procedure
Prerequisites
Perform these prerequisite tasks before you install the Excel add-in.
• Make sure you have an Excel and Windows version that's listed in Supported Platforms for ADF Desktop Integration
(2242428.1) on My Oracle Support at https://support.oracle.com.
• If you're reinstalling the Excel add-in and currently have a version older than 11.1.1.7.3 (4.0.0), then uninstall the
existing Oracle ADF Desktop Integration Add-In for Excel the same way you uninstall any program on your computer.
Tip: You can find the version in the control panel where you uninstall programs, or in the About dialog box
in Excel.
The add-in installer does check if you have these already, and would download and install them if needed. But, you
can manually install them first, especially if you run into issues installing them as part of installing the Excel add-in.
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Related Topics
• Troubleshooting the Desktop Integration for Excel: Procedure
Caution: Avoid using the Windows Task Manager and clicking End Task to close Excel. Doing so might
disable the add-in.
Conventions
Some column headers in the integrated workbook might include [..]. This means that you can double-click or right-click within
any cell in the column to open a dialog box, which lets you select a value to insert into that cell.
Statuses
To use the Status Viewer:
1. Open the tab for your task in the Ribbon, if available. For example, if you downloaded a workbook to create expense
items, the tab is called Create Expense Items.
2. Click Status Viewer.
3. In the worksheet, click any table row to see the status of the row, including messages for any errors. The Status
Viewer always shows the status of the entire worksheet.
Searches
Some integrated workbooks have searches. To search within the workbook, you must be signed in to the application. In the
Ribbon tab for your task, if available, click Login.
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Related Topics
• Troubleshooting the Desktop Integration for Excel: Procedure
Tip: You perform tasks with interdependencies sequentially, creating separate workbooks for each task. For
example, a bank must exist before you associate its branches, so you first create banks in one workbook, and
then create the branches in the next workbook.
The following figure illustrates the basic process for importing data using the batch loader.
Data Exchange Work Area, Payroll Administration, and Checklist Work Areas
In the Data Exchange, Payroll Administration, and Checklist work areas, you can:
• Create, update, and delete data for supported objects.
• Create elements and formulas using template questions.
• Create batches from files.
• Transfer the batches into the HCM tables.
• Verify the imported results.
Additionally, in the Data Exchange work area, you can run archives and extracts and view the results.
For Payroll Batch Loader, the Data Exchange work area offers user friendly options to:
• View the batches by status, such as Completed and Requires Attention.
• Download the log file, correct the erroneous processes, and resubmit them.
For Extracts, the Data Exchange work area offers options to:
• Submit an Extract Process to run immediately or at a later time.
• Monitor the process runs, including the number of records archived and extracted, and errors at each stage.
• View the process results by status.
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• Download the log file, correct the erroneous processes, and resubmit them.
Use the Payroll Administration and Checklist work areas provide access to detailed checklists for tasks that have child tasks.
For example, a custom process that has several batch loader tasks with in a flow.
Status Meaning
Transferred All of the lines, totals, and header are transferred from the staging tables to the applicable HCM
tables
Transfer incomplete The header and totals are transferred along with only some of the lines
Unprocessed At least one line, total, or the header is unprocessed, and no lines transferred
Error The header wasn't transferred and at least one line, total, or the header is in error
Note: In this example, you create batch header and batch content and transfer the batch from the Data
Exchange work area. You can also create and transfer batch from the Payroll Administration or Checklist work
area.
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Prerequisites
This worked example assumes that you completed the following prerequisites:
1. Install Oracle ADF Desktop Integration Runtime Add-in for Excel
2. Create a bonus element at the assignment level for element entries
3. Identify the assignment numbers of the workers who receive the bonus element entries
Field Value
1
Line Sequence
2014-12-15
Effective Start Date
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Field Value
E1000842
Assignment Number
500
Pay Value
Note: One number to identify the person is required. Use one of the number columns depending on
the person's employment level. For example, if a person has more than one assignment for a single
payroll relationship, enter both the payroll relationship number and the assignment number.
8. Right-click the next row number and insert a row for Joseph's details.
9. Enter the values for Joseph as shown in this table.
Field Value
2
Line Sequence
2014-12-15
Effective Start Date
E1003564
Assignment Number
400
Pay Value
10. On the Oracle ADF 11g Desktop Integration tab, click Save.
11. In the Upload Options dialog box accept the default selection and click OK.
Keep the workbook open. You verify the transfer of the element entries in the final step of this example.
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2. In the Search field, search for and select the US Sun Power Bonus batchname to view the progress of the batch
process.
On this page, you can monitor the progress of existing batch processes, view the volume of batch records
processed, and troubleshoot any failed processes.
3. You should see the status of the batch process as Complete.
Notice that the two rows show that they are transferred.
4. Scroll to the right to show the Message column.
You should see no error messages. Nancy and Joseph should now have the bonus element entries. You can use the
Manage Element Entries task to find the workers and view the element entries.
Related Topics
• Payroll Batch Loader Workbook for Element Entries
• Enter globals for two types of bonuses in the InFusion US legislative data group using the payroll batch loader
workbook.
• Set the bonus values for executives at ten percent of their salary and instructors at a fixed value of 500.
Note:
• You can change these values later in the global to apply the same value in any formulas that use them.
• In this example, you create batch header and batch content and transfer the batch from the Payroll
Administration work area. You can also create and transfer batch from the Data Exchange or Checklist work
area.
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Create which globals? Executive Bonus for a percentage and Instructor Bonus for a fixed
amount.
Prerequisite
This worked example assumes that you installed Oracle ADF Desktop Integration Runtime Add-in for Excel.
1 2
Line Sequence
2011-01-01 2011-01-01
Effective Start Date
2020-12-31 2020-12-31
Effective End Date
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.10 500
Value
N N
Data Type
Tip: To insert more lines for additional global values, right-click on the row number where you want to
add a row, and then select Insert.
9. On the Oracle ADF 11g Desktop Integration tab, click Save.
10. Click Save.
11. In the Upload Options dialog box accept the default selection and click OK.
Keep the workbook open. You verify the transferred globals in the final step of this example.
Related Topics
• Loading a Payroll Batch From a File: Procedure
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Bank and Branch Create Bank Create a bank name and optional bank
code, making it available when creating bank
branches.
Bank and Branch Create Bank Branch Create a branch of an existing bank. Branch
data includes name, number, and identifiers
for electronic funds transfer (EFT) payments.
Bank and Branch Inactivate Bank Branch Inactivate a bank branch, including any
internal and external accounts.
External Bank Account Create External Bank Account Create a bank account, based on an existing
bank and branch, to use in personal payment
methods.
You can't create internal bank account
numbers of source accounts for payments to
workers using this task.
External Bank Account Inactivate External Bank Account Inactivate an external bank account used to
receive electronic funds transfer payments for
workers.
External Bank Account Add Person to Existing Account Associate workers or third-party people
to existing bank accounts to enable more
than one person to receive electronic funds
transfer payments into the same bank
account.
External Bank Account Update Prenote Status Change the prenote status to skip or reject
prenotification processing for electronic
funds transfer payments to a specified bank
account.
These tasks have interdependencies. Create separate workbooks for each task, for each legislative data group where you
add bank information, to preserve the data dependency. For example, you can first create multiple banks in one workbook,
and then create all of the branches in the next workbook, and so on.
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Create Bank
The Create Bank task action uses the following columns to create a bank name and optional bank code identifier.
If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
Bank and Branch|Create Bank||*Country Code|*Bank Name|Bank Number
Inactivate Bank
The Inactivate Bank task action uses the following columns to inactivate an existing bank with the specified country code.
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If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
Bank and Branch|Inactivate Bank||*Country Code|*Bank Name
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If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
Bank and Branch|Create Bank Branch||*Country Code|*Bank|*Branch Name|Branch Number|BIC/Swift Code
If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
Bank and Branch|Inactivate Bank Branch||*Country Code|*Bank Name|*Branch Name
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IBAN No VARCHAR2(200)
International bank account number
conforming to the ISO standard for uniquely
identifying a bank account for payments
between banks. Applies only for certain
countries or territories.
Account Type No
CHAR(32)
• CHECKING
• MONEYMRKT
• SAVINGS
• UNKNOWN
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Country No VARCHAR2(60)
Existing code for the country or territory of
the bank whose external account to create.
If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
External Bank Account|Create External Bank Account||*Bank Name|*Bank Branch Name|*Account Number|IBAN|
Account Type|Secondary Account Reference|Account Name|*Person Number|Country
If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
External Bank Account|Inactivate External Bank Account||*Country Code|*Bank Name|*Bank Branch Name|*Account
Number
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If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
External Bank Account|Add Person to Existing Account||*Country Code|*Bank Name|*Account Number|*Person
Number
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• CHECKING
• MONEYMRKT
• SAVINGS
• UNKNOWN
Prenote Status No
VARCHAR2(1000)
• Rejected
• Skipped
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• Complete
• Not Submitted
• Submitted
If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
External Bank Account|Update Prenote Status||*Country Code|*Bank Name|*Bank Branch Name|*Bank Account
Number|*Bank Account Type|Prenote Status
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If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
Fast Formula Global|Create||*Effective Start Date|*Effective End Date|*Value|*Data Type|*Name|Legislative
Data Group
Create Personal Payment Method Create personal payment methods details, such as allocation of EFT payments to a worker.
End-Date Personal Payment Method End-date the payment method for the associated worker as of a specified date.
Delete Personal Payment Method Permanently delete payment method details for the associated worker, including external bank
accounts.
Create Third-Party Personal Payment Associate a third-party person to a worker's assignment number, and optionally, an external bank
Method account to receive EFT payments.
Delete Third-Party Personal Payment Delete the association between the specified third-party person and a worker's assignment number
Method including external bank account.
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Update Third-Party Personal Payment Update payment method details, such as the assignment number of the worker whose pay is
Method subject to deduction and external bank account for EFT payments.
Create Third-Party Organization Associate a third-party organization payee to an organization payment method and optionally, an
Payment Method external bank account to receive EFT payments.
Delete Third-Party Organization Delete the association between a third-party organization and an external bank account.
Payment Method
Update Third-Party Organization Update payment method details, such as the organization payment method and the external bank
Payment Method account to receive EFT payments.
Amount No NUMBER
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Percentage No NUMBER(22)
If you select Percentage as the payment
amount type, the percentage value.
If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
Payment Method|Create Personal Payment Method||*Effective Start Date|*Name|Assignment Number|Payroll
Relationship Number|Amount|*Priority|*Organization Payment Method|Percentage|*Payment Amount Type|Bank
Account Number
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If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
Payment Method|End-Date Personal Payment Method||*Assignment Number|*Name|*Effective As-of Date
If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
Payment Method|Delete Personal Payment Method||*Assignment Number|*Name
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If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
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If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
Payment Method|Delete Third-Party Personal Payment Method||*Party Name|*Assignment Number
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If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
Payment Method|Update Third-Party Personal Payment Method||*Party Name|Organization Payment Method|
*Assignment Number|Bank Account Number
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If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
Payment Method|Create Third-Party Organization Payment Method||*Effective Date|*Party Name|*Organization
Payment Method|Bank Account Number
If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
Payment Method|Delete Third-Party Organization Payment Method||*Party Name
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If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
Payment Method|Update Third-Party Organization Payment Method||*Party Name|Organization Payment Method|Bank
Account Number
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Create Payroll Definition Create a payroll definition and generate a schedule of payroll periods based on the specified dates,
period type, and number of years.
Update Payroll Definition Update an existing payroll definition, for example, to extend the number of years or change the
associated ledger.
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Ledger No VARCHAR2(30)
Name of general ledger used to cost entries
for the payroll run results in the legislative
data group.
Ledger names are case-sensitive. Enter
the ledger name exactly to ensure the
association with the ledger is correct. The
batch upload and transfer processes don't
perform validation on this value.
If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
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Ledger No VARCHAR2(30)
Name of the general ledger used to cost
entries for the payroll run results in the
specified legislative data group.
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If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
Payroll Definition|Update Payroll Definition||*Legislative Data Group|*Effective Start Date|*Effective End
Date|*Name|Default Payment Method|Ledger|Number Of Years|*Allow Negative Payments
Note: You can't delete a payroll definition that is you associated with a person or that you used in a payroll run.
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If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
Payroll Definition|Delete Payroll Definition||*Legislative Data Group|*Effective Start Date|*Effective End
Date|*Name
Related Topics
• Payroll Definitions: Explained
End Payroll End-date assigned payrolls and update the element duration dates
Update Assigned Payroll Details Update payroll relationship details at the assigned payroll level, such as whether a time card is
required and overtime period
Update Assignment Details Update payroll relationship details at the assignment level, such as whether a time card is required
and overtime period
Update Payroll Element Duration Date Overwrite values for specific time definitions for element duration dates of a payroll assignment
Add Payroll
The Add Payroll task action uses the following columns to assign existing payrolls to employees.
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If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
Payroll Relationship|Add Payroll||*Assignment Number|*Payroll|*Effective As Of Date|Legislative Data Group
Delete Payroll
The Delete Payroll task action uses the following columns to remove assigned payrolls from a person's payroll relationship.
This task action has no validation and is intended for use during integration testing or data migration to purge multiple
assigned payrolls.
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If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
Payroll Relationship|Delete Payroll||*Assignment Number|*Payroll|*Effective As Of Date|Legislative Data
Group
End Payroll
The End Payroll task workbook uses the following columns to end-date the assignment of payrolls to employees and enter
element duration dates for ended assigned payroll records.
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If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
Payroll Relationship|End Payroll||*Assignment Number|*Payroll|*Effective As Of Date|Legislative Data Group
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If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
Payroll Relationship|Update Assigned Payroll Details||*Effective Date|*Assignment Number|*Payroll|Time Card
Required|Overtime Period
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If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
Payroll Relationship|Update Assignment Details||*Effective Date|*Assignment Number|Time Card Required|
Overtime Period
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If you are uploading a file for this task instead of entering data directly into the workbook, you must use the following format:
Payroll Relationship|Update Payroll Element Duration Date||*Effective Date|*Assignment Number|*Payroll|*Time
Definition|*Date
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Overview
A flow is a process that you submit, such as the Calculate Gross Earnings process, the Run Balance Exception Report
process, or an extract process. You can submit flows from a payroll work area or by using the Submit Extract task in the Data
Exchange work area. You can schedule flows to run at a specified time or at regular intervals. Monitor the status of submitted
flows from the Payroll Checklist work area or from the Data Exchange work area using the View Extracts task.
For payroll, while working on a task in the flow, you can remain in the Payroll Checklist work area or go to a related work area
that includes tasks in the regional area. For example, while reviewing the results for the Calculate Payroll task, you might go to
the Payroll Calculation work area to review the person's calculation card or element entries.
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scheduling a process to run on weekdays but not on weekends, or scheduling a flow to submit an extract that reports new
starter details on a daily basis. You schedule a flow when you submit it from the Data Exchange or payroll work areas.
Scheduling flows includes the following aspects:
• Creating a schedule
• Submitting the next occurrence of the flow
• Connecting active flows
• Monitoring the status of scheduled flows
• Troubleshooting
• Canceling scheduled flows
Submit the current flow only • Date Schedule a process that transfers time card
• Optionally, time entries for a weekly payroll.
Submit the current flow and future • Frequency details or formula Optimize processing by scheduling an
occurrences • Start date and time archiving process to start after normal
working hours but end before the start of the
nightly process to back up the enterprise's
servers.
Restrict the period during which the flow End Date Specify an end date for a scheduled statutory
recurs report that the government no longer requires
you to submit.
For example, if you schedule a gross-to-net report to run monthly for a monthly payroll, the application uses the same
parameters you entered for the payroll name, payroll statutory unit, and consolidation group, but increments the process end
date. The submitted report covers the payroll period that corresponds to the incremented end date.
For user-defined flows, to automatically increment the date field, specify the following parameters for the effective date
parameter in the flow pattern for the process, extract, or report:
Parameter Value
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Parameter Value
For example, you define a flow pattern to extract weekly payroll data that requires the user to enter a process date parameter.
Use the Refine Extracts task from the Data Exchange work area, or the Manage Flow Patterns task from the Checklist work
area. Edit the task parameters on the task's Basic Information page by performing the following actions:
Troubleshooting
If the application server fails when a flow is due to start, the flow instance ends. When the server begins running again,
resubmit the flow. You don't have to reschedule the recurring flows scheduled to run at a later date.
Recurring Not Started Cancel the current flow, cancel the recurring
flow, or cancel the current and recurring
flows
Related Topics
• Sequencing Rules for Flows and Locked Tasks: Explained
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Completing Flows
The Tasks Details tab of the checklist lists the manual and automatic tasks required to complete the flow. Review status icons
to monitor the progress of tasks.
An automatic task is complete when the application finishes it successfully and marks it complete. A manual task is complete
when you mark it complete or update its progress to 100 percent. With the exception of skipped tasks, you must complete a
task before you can update the status as complete.
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Tip: If records require more investigation, you can avoid delaying the start of the next task by rolling back the
records and processing them separately. Resubmit the task to change its status to Complete.
As an example, you process a flow to calculate the payroll for a regular run, and then process a flow later that day to calculate
the payroll for a bonus supplemental run for the same payroll and payroll period. To correct a record from the earlier run, you
do the following steps.
1. Roll back the record in the bonus run.
2. Correct and retry the record in the regular run.
3. Resubmit the bonus run.
Note: The status of the payroll flow tasks determines which actions you can perform. Refer to the table in the
topic about monitoring a flow's status for guidelines.
Related Topics
• Sequencing Rules for Flows and Locked Tasks: Explained
• Marking for Retry, Retrying, and Rolling Back Payroll Results: Critical Choices
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The Action menu displays the actions available for a task based on its status, as shown on the following table.
Status on Status on Skip Roll Back Mark for Retry Retry Submit Resubmit
Payroll Payroll Flow and Force
Checklist Task Process and Resubmit
Details Tab Reports Tab
In Progress In Progress
(automatic
task)
In Progress x x x
(manual task)
In Progress In Progress
with Potential
Errors
In Progress Error x x x
with Errors
Completed Completed x x x
The following table shows how the actions you can perform on the current task.
Action to Perform on Current Task Status of Current Task Status of Previous or Subsequent Tasks
Roll back or retry Completed All subsequent task must have a status of
Rolled Back or Completed
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Action to Perform on Current Task Status of Current Task Status of Previous or Subsequent Tasks
• On Hold
• Mark for Retry
Notifications
To remind you of upcoming tasks or to warn you of tasks that are overdue, you can update the flow pattern to have
notifications sent to you. Completing a task removes its notifications.
The setup of notifications includes:
• Specifying the type of notifications and when to send them on the flow pattern
• Specifying the number of days before the application automatically deletes a notification for the Notification
Expiration Offset parameter on the Manage Payroll Process Configurations page.
Note: You receive notifications when you resubmit a task but not when you select Force Resubmit from the
Actions menu.
Related Topics
• Sequencing Rules for Flows and Locked Tasks: Explained
• Marking for Retry, Retrying, and Rolling Back Payroll Results: Critical Choices
Will you restrict the use of the formula to a specific legislative data No, this is a global formula for use by any legislative data group.
group?
Does the formula use default values for input values? SUBMISSION_ DATE SCHEDULED_ DATE
What return values does the formula include? NEXT_ SCHEDULED_ DATE
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Field Value
3. Click Continue.
4. Enter the following formula details in the Formula Text section:
/*******************************************************************
FORMULA NAME: Daily Weekday Schedule
FORMULA TYPE: Flow Schedule
DESCRIPTION: Formula to return a date time.
Returns NEXT_SCHEDULED_DATE;
FORMULA RESULTS:
NEXT_SCHEDULED_DATE This is a date time value with yyyy-MM-dd HH:mm:ss format.
********************************************************************/
/* Inputs */
INPUTS ARE SCHEDULED_DATE(DATE)
/* Calculations */
add = 1
day = to_char(SCHEDULED_DATE, 'DAY')
if (day = 'FRIDAY') then add = 3
NEXT_SCHEDULED_DATE =ADD_DAYS(SCHEDULED_DATE, add)
/* Returns */
RETURN NEXT_SCHEDULED_DATE
5. Click Compile.
6. Click Save.
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4. On the Scheduling page, select the formula from the Frequency field, and enter the dates the schedule starts and
ends.
5. Review and submit the flow.
Related Topics
• Formula Operators: Explained
What's the difference between the process date and submission date
for a flow?
The process date is the date the flow uses to retrieve records to process. As an example, the Calculate Payroll flow uses the
payroll run date as the default process date to retrieve employee details and taxation information.
The submission date is the date when the process, report, or flow starts. For automatic tasks in a checklist, the task starts
when the previous task completes. The application uses the system date for the submission date. If you schedule a flow, the
submission date is the scheduled start date for the flow and applies to the first task in the flow.
Related Topics
• Payroll Run Results: How They're Calculated
Determine if the flow task includes a record that a previous process locked. Wait for the process to complete or roll back the
record that produced the lock.
Consult the help desk and review the log files. After resolving the issue, if the task status doesn't display In Progress, select
the Resubmit task from the Actions menu, and if that doesn't work, the Force Resubmit task.
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How can I access a log file for a payroll flow, extract, or report?
Locate and open the flow you submitted that includes the process, report, or extract. On the flow's Process and Reports tab,
click the Process link, which is listed below the task. On the Oracle Enterprise Scheduler Output page, click the View Log
button for the process. In the log window, select an option to view or save the log.
Payroll flow owners can also mark an entire flow as skipped from the Payroll Flow Checklist page on the Overview tab.
Marking the entire flow as skipped marks any remaining uncompleted tasks as complete.
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1. Submit predefined reports to help validate the run results and ensure that all data is ready for the extract process.
2. Compare balances between different payroll periods and run the predefined reports to help with validation.
3. If required, make corrections, and retry or roll back the process.
For example, after submitting the process, you might update a person's record with missing information that would
affect results, such as adding an earnings element entry. You would mark the person record for retry and resubmit
the process
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Calculate Gross
Earnings
Yes
No
Yes
Calculation
Validated
Yes
You run the Calculate Gross Earnings process by selecting the Submit a Process or Report task from the Payroll Calculation
work area. Some third-party payroll providers required that you extract all records to establish a baseline for the first time
extract report that you generate.
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involuntary deductions. You can verify the results by viewing the statement of earnings, run results, and predefined payroll
reports.
You can enter the following parameters when running the process.
Parameter Purpose
Payroll Flow Name you assign when you submit the process. After running the process, you can use this name
to search for it and monitor its status.
Payroll Name of the payroll definition that determines the payroll period, calendar, and frequency
Payroll Period Payroll period for the payroll you are calculating, which determines other dates for processing
Process Date Optional. First date range on which to retrieve effective data for calculation, typically the process
dates of the specified payroll definition
Date Earned Optional. Date of element entries to include in the calculation run. Overrides the default value
determined by calendar of the specified payroll definition.
Consolidation Group Optional. Name of the grouping of payroll runs for the specified payroll definition. Overrides the
default consolidation group for post-run processing.
Run Type Name of the run type that determines which payroll calculations to perform.
Payroll Relationship Group Optional. Name of a group of payroll relationships to limit the people that are included in the run.
Process Configuration Group Optional. Name of a group that determines performance parameters such as logging, chunk size,
and number of threads. Overrides the default process configuration group.
Element Group Optional. Name of a group of regular or supplemental earnings elements included in the run. You
create element groups on the Manage Object Groups page.
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1. The process identifies the payroll relationships to process. If you specify a payroll relationship group, the parameter
limits processing to the people in the group.
2. The process creates a payroll action representing the payroll and a payroll relationship action for each relationship
processed.
3. The process loads into memory the element entries for the payroll relationship action.
4. The process identifies and determines any formulas to run for calculating the element entries.
5. At the end of the process, there is one run result value for each element entry value. If the element entry involves
currency conversion, the payroll calculation uses the current conversion rate and rounds the monetary result based
on the formula rules.
6. For each run result, the process determines which balances the result should feed. The process then writes and
updates the balances to the database.
The formula attached to the annual salary would calculate the periodic value and feed this to a run result during the payroll
run. You can then extract the run result value using a payroll interface report.
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Related Topics
• Object Groups: Explained
Skip Determines whether to include or exclude the A once-each-period rule stops recurring
element entry for the person using rules in a element entries from processing more than
formula once in a payroll period.
Frequency Specifies which payroll periods to process A frequency rule might specify that the
the entries formula processes an element only on the
first and third weeks of a month.
Parameter Description
Payroll Relationship Group Restricts processing to the payroll relationships within the group, which you can define using static
or dynamic rules, based on payroll relationship, term, or assignment information.
Element Group Restricts processing to the elements in the group, which you can define by selecting element
classifications and including or excluding specific elements.
Run Types
Determines which payroll calculations to perform and how to pay the results. The application
processes an element in all the run types, unless you set up the element:
• To process separately
• As a trigger for a run type, in which case it is automatically excluded from the other run types
The flow submission parameters for the calculation process include dates that control which records to process as shown in
the following table.
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Related Topics
• Object Groups: Explained
Task Usage
1. Locate the payrolls recently processed to identify the payroll that contains the results.
2. Go to the View Person Process Results page.
• View balance results to confirm that the process completed, a worker has the correct pay,
and compare and adjust balances.
• View run results for all elements processed.
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Task Usage
• View messages generated by payroll processes, if any.
Sometimes you must prioritize the processing of certain element entries for an individual person. For example, you may need
to determine the precise order in which deductions taken for wage attachments process for a person. In this case you can
enter a subpriority number for element entries.
Related Topics
• Element Classification Components: How They Work Together
View Reports
Note: Run these reports as needed after verifying person process results and before running your extract
process.
Balance Exception Report Identify values that vary for the same balance View to identify potentially incorrect payments
dimension. This variance could indicate or amounts withheld.
overpayments or underpayments.
Element Results Register View a listing of the elements and pay values Review details about the elements and pay
for a worker, including earnings amounts values processed for a person when you are
processed by the Calculate Gross Earnings investigating a calculation problem.
process.
Payroll Balance Report View balances written by the Calculate Gross Use this report to pinpoint a problem
Earnings process for a specific payroll period. discovered by another report.
View detailed balance information for a
specific employee over a defined period.
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Tip: To review balances generated by the payroll processes, submit the Payroll Balance Report.
To generate the report, submit the Run Element Results Register flow from the Payroll Calculation or Payroll Checklist work
areas.
Area Fields
Report Filter Payroll Statutory Unit, Tax Reporting Unit, Run Type, Payroll
7. Refresh the page to display the populated columns and rows, and the summed totals.
8. Filter to view different results.
Related Topics
• Payroll Calculation Reports: Overview
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identify people in your organization who are leading in specific areas such as sales. The following examples illustrate two
different types of balance exceptions that you may want to include in your balance exception reports.
You create reports using the Manage Balance Exceptions task in the Payroll Calculation work area.
Field Values
Comparison Value 3
Variance Value 25
Severity Level 3
Field Values
Comparison Value 1
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Field Values
Variance Value 10
Severity Level 1
Comparison Types
When you're creating balance exceptions, you must select a comparison type. For example, if you select Average in months
as the comparison type and enter 3 in the Comparison Value field, the current month is compared to the average of the
previous three months.
Some comparison values are preset and you can't change them:
• Current month, Current period, Current quarter, and Current year always have a comparison value of 0.
• Previous period and Previous month have a comparison value of 1.
This table lists each comparison type that you can select and explains how it operates as a basis of comparison.
Average in months Compares the current month to date with the average of previous months to date. Only available if
you have the balance dimensions ASG_MONTH or _PER_MONTH.
Current month Compares values to the total for the current month to date. Doesn't use any previous month as a
basis for comparison.
Current period Compares values to the total for the current period to date. Doesn't use any previous period as a
basis for comparison.
Current quarter Compares values to the total for the current quarter to date. Doesn't use any previous period as a
basis for comparison.
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Current year Compares values to the total for the current year to date. Doesn't use any previous period as a
basis for comparison.
Variance Operators
The table that follows describes the variance operators that you can use for your balance exception reports.
The Results column indicates the effect of selecting each variance operator assuming that the following sample data is used:
Variance Operator Balance Exception Report Output Results (based on sample data)
Variance, plus or minus All relationships that either exceed or are Returns all relationships with a value less than
less than the previous month amount by the 400 and greater than 600.
amount or percentage stated in the variance
value.
Less than All relationships that are less than the Returns all relationships with a value of less
previous month amount by the amount or than 400.
percentage stated in the variance value.
Less than or equal All relationships with a current value either Returns all relationships with a value of 400
equal to or less than the previous month or less.
amount by the amount or percentage stated
in the variance value.
Equal All values that are exactly equal to the higher Returns all relationships with a current value
limit or the lower limit of the variance value. equal to 400 or 600.
Greater than All relationships that are greater than the Returns all relationships with a value of more
previous month amount by the amount or than 600.
percentage stated in the variance value.
Greater than or equal All relationships with a current value either Returns all relationships with a value of 600
equal to or greater than the previous month or more.
amount by the amount or percentage stated
in the variance value.
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Note: You can write a fast formula using the Balance Exception formula type to return a variance value that you
can use for identifying exceptions for a balance. To use this feature, select the Formula variance type on the
Create Balance Exception page and then select the formula that you created from the Formula ID field.
What period of time should the balances be compared to? Previous period
Creating a balance exception report involves creating a balance exception, creating the report, and then running the report.
Field Value
Balance Exception Name Compare Net Payment Amounts to the Previous Period
Comparison Value 1
For comparison types that begin with Previous, the application enters 1 as the default value and
makes it read only.
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Field Value
Variance Value 10
Severity Level 1
5. Click Submit.
Field Value
Exception Report Name Compare Net Payment Amounts to the Previous Period
5. Click Add.
6. Select the Compare Net Payment Amounts to the Previous Period balance exception name and then click OK.
7. Click Submit.
Field Value
Balance Exception Report Compare Net Payment Amounts to the Previous Period
5. Click Next.
When you enter information on the Submit a Process or Report - Flow Interaction page, select Current Flow as the
payroll flow and Run Balance Exception Report as the task to ensure the report uses the payroll balances results for
the current payroll flow.
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6. Click Next.
7. Click Submit.
8. Click OK and View Checklist.
9. In the task list click Go to Task for the Run Balance Exception Report.
10. Click the View Results link associated with the process number for the report.
11. When the View results page opens, click the report link. The output is in PDF format.
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Parameter Purpose
Payroll Flow Name you assign when you run the process. After submitting the process, you can use this name to
search for it and monitor its status.
Payroll Name Name of the payroll definition from which to extract data.
Payroll Period Name of the payroll time period for the payroll you are calculating, which determines other dates for
processing.
Changes Only Optional. Indicator that determines whether to extract only changed records. If not selected, the
process extracts all records matching the process criteria.
Process Configuration Group Optional. Name of a configuration group that determines performance parameters, such as logging,
chunk size, and number of threads. Overrides the default process configuration group.
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The output file contains only records of employees where a value has changed. When the payroll provider receives the output
file, the changed data updates the payroll provider's data.
Extracting data for periodic third-party payroll processing involves four primary steps:
1. You created the extract definition and output template for France ADP Streamline Payroll.
2. Eligible employees have element entries for any elements referenced in the extract definition.
3. Employees opting for electronic funds transfer payments have their personal payment methods set up with the
appropriate bank, branch, and account information.
4. You provided a full extract of all employee data to ADP Streamline as a baseline.
1. In the Payroll Calculation work area, click the Submit a Process or Report task.
2. In the Legislative Data Group list, select InFusion FR.
3. Select the Calculate Gross Earnings flow pattern, and then click Next.
4. On the Enter Parameters page, enter values as shown in the following table.
Tip: The first time you extract data for ADP Streamline, set the Changes Only parameter to No so
that all data is included as a baseline. For subsequent extracts, set Changes Only to Yes so that the
extracted records can be compared to the baseline data.
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Field Value
Payroll Flow Name to identify the process you are submitting, for example, InFusion FR Weekly Calculation.
You can use this name when searching for status or results of the process.
Payroll Name of the payroll definition, for example, InFusion FR Weekly Payroll.
Payroll Period First payroll period that has not already been calculated and extracted for the payroll.
5. Skip the Enter Flow Interaction page and the Schedule page.
6. On the Review page, review the values and then click Submit.
7. Click OK and View Checklist.
Tip: If you choose not to view the checklist now, you can search for your process later from the Payroll
Calculation work area.
Note: If the process is not 100 percent completed, go to the Errors and Warnings tab to check for any
messages.
3. On the Processes and Reports tab, in the row with the process ID, click View Results.
You should see two reports in the View Results window:
◦ Payroll Balances Report
◦ Element Results Register
4. Click the file name or URL of each report to view its content.
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Field Value
Payroll Flow Name to identify the process you are submitting, for example, InFusion FR Weekly Payroll.
You use this name when searching for status or results of the process.
Payroll Name Name of the payroll definition, for example, InFusion FR Weekly Payroll.
Payroll Period The same payroll period as was selected when running the Calculate Gross Earnings process.
Related Topics
• Creating Extract Definitions for Payroll Interface: Procedure
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attribute values. Third-party payroll providers can pick up the dates if there is date in the past that triggers any retroactive
processing.
For example, you have already sent the following details for John Franklin's salary to your payroll provider in the extract for
July 2015.
Employee Name Element Pay Value Effective Start Date Effective End Date Entry ID
On 1 August, 2015, John receives a salary raise of 500 that is retroactive back to 1 January, 2015. In this case, when you run
the extract in August in changes-only mode, the new data is extracted as follows.
Employee Name Element Pay Value Effective Start Date Effective End Date Entry ID
The third-party payroll provider then processes this data from 1 January, 2015 and computes arrears.
Note: The entry ID value is significant only if multiple entries of the same element are allowed and if the
retroactive change is for one element entry only.
How can I identify the payroll flow that includes a specific element for
an employee?
Submit the Element Results Register report, which displays the name of the payroll flow. The report shows details for the
element and the value paid to the employee. If you don't know the person's assigned payroll, query the person's payroll
details on the Manage Payroll Relationships page.
Why don't I see the new delivery option when I redeliver the report?
When you submit the Redeliver Output process from the Payroll Checklist work area, you can only select delivery options that
were available when you originally submitted the report. If you add a delivery option to the report's extract definition, you must
submit a new report to view and select the additional delivery option.
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Why can't I view the Payroll Interface output file in the process
results?
If the output file is beyond the size limit, you can't view it, but it can still be downloaded. When this happens, the View Results
link navigates to Oracle Business Intelligence, but this doesn't impact functionality in any way.
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• View, edit, and delete imported data. Imported data includes information about payroll, payment, leave, and
messages from third-party payroll providers.
• View the payslip data that includes third-party payslips.
You can create your own reports using Oracle Fusion Transactional Business Intelligence (OTBI). Use the following subject
area and fact data to create reports:
Extensible Flexfields
Oracle provides an extensible flexfield called Payroll Interface Inbound Record EFF
(ORA_HRY_PI_INBD_RECORDS_INFO_EFF) to capture inbound payroll data from your third-party payroll processor.
• Absence Information
• Message Information
• Payment Information
• Payroll Information
There are predefined segments associated with these contexts. In addition to this extensible flexfield, you can use extensible
and user-defined lookups to configure your inbound payroll interface with your third-party payroll provider.
You can use the Manage Payroll Interface Extensible Flexfields page in the Setup and Maintenance work area to edit the
Payroll Interface Inbound Record EFF flexfield. Contexts with predefined segments capture specific processed payroll values.
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This table lists the files that you need to import your payroll data.
PayrollInterfaceInboundRecord. dat Includes processed payroll information for employees included in the payroll run
You must use this file name. The HCM
Data Loader will not recognize any other
file name.
◦ Payroll Name
◦ Batch Name
◦ Name
◦ Record Type
◦ Person Number
• Select Payroll Data in the Record Type field to view, add, edit, and delete the following information:
◦ Payroll
◦ Payment
◦ Leave
Payslip Files
You can import payslips as PDF files into your Oracle Fusion HCM application using the HCM Data Loader.
This table lists the files that you need to import payslips.
DocumentsOfRecord. dat Data file listing employees for whom payslips are being provided
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DocumentsOfRecord. zip Compressed file that contains both the data file and PDF payslip files
You don't have to use this file name.
You can create your own.
The import process looks for the PDF files based on the information contained in the data file. After you complete the import
process, employees can view their payslips from the My Portrait work area.
On the Manage Payroll Interface Inbound Records page, select Payslip Data in the Record Type field to view payslip data.
Related Topics
• Configuring Extensible Flexfields and Lookups for Inbound Payroll Interface: Procedure
Note: For full instructions on data loading, see the HCM Data Loader User's Guide (Document: 1664133.1) on
My Oracle Support at https://support.oracle.com.
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• Payroll Period
• Date Range
Payroll Period
When processing the extract for a payroll period, you must make the following settings:
Parameter Description
Date Range
When processing the extract for a date range, you must make the following settings:
Parameter Description
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your source of truth. You must make any change or correction of employee or payroll data in the Oracle application first and
then communicated to ADP Connection for PayForce through the upload process.
The following examples provide instruction on how to maintain your data integrity on both the Oracle and ADP sides:
If you discover your errors after generating the output file, refer to "Correcting Data Before Output File Upload" below.
If you discover your errors after uploading the output file to ADP, refer to "Correcting Data After Output File Upload" below.
If you discover your errors after generating the output file to ADP, refer to "Correcting Data After Output File Upload" below.
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If manual intervention is not possible on your ADP system, then you must:
1. Restore your ADP system from the prior day's backup.
2. Roll back the Payroll Interface payroll extract process.
3. Resubmit the extract process to generate a new output file.
4. Upload the new file.
If you are unsure that you have run Calculate Gross Earnings process:
• Check the payroll process or person process results to confirm whether or not Calculate Gross Earnings has been
run for this payroll period.
If not, run Calculate Gross Earnings before continuing.
• If you have already submitted the extract process, check the output file for empty or missing DE records (earnings).
To resolve, you must roll back the payroll extract process, submit the Calculate Gross Earnings process, and then
generate a new output file.
• Once you have uploaded the output file, check your payroll data in ADP for PayForce for missing or incorrect
earnings.
To resolve, you must use the tools provided by ADP to ensure the earnings data is correct. ADP Connection for
PayForce has no roll back functionality, so you must make these corrections manually. No action is required in
Oracle Fusion Human Capital Management for the United States. When you submit the Calculate Gross Earnings
process for the next payroll period, the earnings information is captured.
Related Topics
• Calculating Gross Earnings for Payroll Interface: Overview
• Viewing and Verifying Person Process Results for Payroll Interface: Points to Consider
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If you have not uploaded the newer file, upload the older file first to ADP and then the newer file. This ensures the data
maintained by ADP correctly reflects the data maintained by Oracle Fusion Human Capital Management for the United States,
which is the source of truth.
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In addition to the setup points described for the Global Payroll Interface, the following assumptions and configuration
requirements exist for your ADP solutions in the following areas:
• Enterprise and Legal Employers
• Company and Client Value Sets
• Delivered Flow Pattern
• Delivered Context and Segments
• Delivered Lookup Codes
• Interface Data Group
◦ Enterprise
◦ Legal Employer
◦ Locations
◦ Department
• In case of existing employee groups that are already being processed with the payroll provider, map the existing
identifier to the third-party identifier.
• For each group of employees that are paid at a particular frequency, create a pay group.
• Assign the employees to the correct payroll.
• Use the Manage Features by Country or Territory task to set up the Payroll Interface as the selected extension.
To set up the payroll interface as the selected extension, do the following steps:
1. Sign in into Oracle Fusion Applications using a super user role to create all organizational structures.
2. In the Setup and Maintenance work area, search for and go to the Manage Features by Country or Territory to open
the Manage Features by Country or Territory page.
3. For the country for which you are performing the implementation, in the Selected Extension column, enter Payroll
Interface.
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4. Click Save.
• ORA_HRY_PAYROLL_CLIENTL_CODE_VALUESET
• ORA_HRY_PAYROLL_COMPANY_CODE_VALUESET
The company codes are assigned at the employee level, which derives the position code for each employee by deriving it
from the Assignment code and Company code.
ORA_ HRY_ GPI_ WFN_EMP_INFO Captures employees' assignment level employment details.
ORA_ HRY_ GPI_ WFN_ PAYROLL_ Create this context to accommodate additional payroll agreement custom field's attributes.
ADDL_INFO
Note: You can add lookup values to the extensible or user lookups and not to system lookups.
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Related Topics
• Deploying Delivered Contexts and Segments: Procedure
• Interface Data Group for WFN: Overview
Element Mapping
The application maps elements based on the standard element template delivered for US localization.
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• In the Reporting Name field, enter the element name to extract to the third-party payroll application.
Termination
When an employee is terminated, the application updates the employee's payroll records accordingly.
Category Description
HR Records • Till and including the actual termination date, the status of the employee records remains
Active.
• From the next day after the termination date, the status of the employee records becomes
Inactive.
Payroll Records • The duration until which the payroll relationship remains open depends on the payroll
relationship rule that is defined by the respective country.
• For countries that have the rule:
◦ "I", the payroll relationship ends on the next day after the actual termination date.
◦ "C", the payroll relationship becomes inactive from the next day after the ATD.
• The application end dates the regular earnings on the ATD (=LSED). However, you can add
severance pay related elements till the Final Close date. This means that an employee's
payroll is processed till their Final Close date.
• When terminating employees, choose the Final Close date so that the employee's severance
pay is processed a few days or months after their last working day.
Rehire • If the hire date is within the current extract period, the application picks up the employee in
the extract.
• For a rehire, if the hire date of the rehire work relationship is within the current extract period,
then the application picks up the employee in the extract. .
Note: The rehired employee's person number is retained, if they are rehired within
the Legal Employer.
Transfer In case of a transfer of an employee, the application terminates the current work relationship and
creates a new work relationship
Leave • The application handles the leave information in the Employment module instead of the
Leave module. This is because the Leave module records the leave information at a single
transaction or at the record level. This means that the leave start and leave end date are in
the same transaction. Because WFN expects the leave start and leave end date in separate
transactions, the leave information is captured in the Employment module.
The application creates the following two action reasons in the Employment module.
Based these action reasons, the employee gets the effective start date as a Leave Start Date and for
the return absence of leave, the status date is passed as Leave end Date.
The reasons for both could be passed as the reasons selection in the action reason.
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Category Description
• For Hourly basis, the scheduled hours must be furnished with the rate 1 amount for hourly
rate and the Standard hour field must be blank.
• For Salaried Rate type, the standard hours must be furnished with the rate 1 amount for
monthly frequency.
In case of any change in the rate type, the respective standard or schedule hours must be changed
automatically. Hence the existing rate type must have a delete record and the new record for the
proposed change rate type in the extract definitions.
Payment Method • By default, on the Manage Personal Payment Methods page, the employees can enter their
own bank account details for existing banks and branches. But they cannot create new
banks and branches.
• Payroll managers, payroll administrators, and payroll coordinators can enter account details
for the employees they handle, but they cannot create new banks and branches.
Note:
• To enable the create option for any of these roles, add the Bank and
Branch Management duty role to the relevant role.
• Use the Set Up Bank, Branches, and Accounts task list to edit existing
banks and branches.
Record Delete • The deleted record information is expected in the same extract file with the special indicator
'~'.
• The Global Payroll Interface extracts the deleted records from the respective audit table into
the separate file either in xml or spreadsheet format.
• To pass the deleted information for element level entries and Bank account details,
◦ For Element Entries: Create an additional input value to accept the Records status.
You can indicate a delete option when the elements are not required to be considered
in the payroll processing. The same could be interpreted to the third-party system
through the interface file.
◦ For Bank Account: Bank accounts belong to Cash Management and you cannot
delete them directly. You can delete the Payment Method that has the associated
account details. A descriptive flexfield is provided to accept the deletion status. This is
translated into the extract file with the '~' indicator.
◦ For Rate Type Changes: There would be delete record whenever the Rate type
change happens to the employee.
• ORA_HRY_PAYROLL_CLIENTL_CODE_VALUESET
• ORA_HRY_PAYROLL_COMPANY_CODE_VALUESET
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Use the Manage Object Grouping task and update the ORA_HRY_PAYROLL_COMPANY_OBJECT_GROUP group name to
extract multiple payroll group to extract multiple payroll group employee data into a single file.
1. Update the following lookup codes before uploading them to their third-party system:
Gender
◦ M- MALE
◦ F
◦ Female Translate blank as "N".
◦ F- FEMALE
◦ M
◦ Male
◦ N- Not Specified
◦ S - Semimonthly
◦ Quarter
◦ Quarterly
◦ Biweekly: Creates
time periods
◦ W - Weekly
◦ Semi-Month
◦ Semimonthly every 14 days.
◦ Semi-Year
◦ Semiannually ◦ Semimonthly:
Creates time
◦ Week
◦ Weekly periods occurring
twice a month.
◦ Year
◦ Annually
◦ Daily is not
supported
in the Global
Payroll Interface
application.
Education Level
◦ ASC- Associate
◦ BACHELOR
◦ Bachelor Degree The application supports
only 3 character field.
◦ DOC- Doctorate
and above
◦ CA_10
◦ High school
graduate
Because this maximum
position is less than what
◦ DPL- Diploma ◦ CA_20
◦ Associate degree the application provides,
you can translate the
◦ GRD- Graduate ◦ CA_80
◦ Other education values.
level
◦ MS- ** ◦ DOCTORAL
◦ Doctorate
◦ UGR- Under
Graduate
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◦ 5- Indian or
Alaskan
◦ 5
◦ Hispanic or Latino
Asian
◦ 6- Hawaiian/ ◦ 6
◦ Native Hawaiian
Pacific Islander or other Pacific
◦ 7
Islander
◦ 9- Two or more
races ◦ 8
◦ American Indian
or Alaska Native
◦ Not disclosed
Salutation
◦ Dr.
◦ DR.
◦ Doctor. The application checks
if upper or lower case
◦ Hon.
◦ MS.
◦ Ms. makes a difference.
◦ Miss.
◦ MISS.
◦ Miss.
◦ Mrs.
◦ MRS.
◦ Mrs.
◦ Mr.
◦ MR.
◦ Mr.
◦ Ms.
◦ Msgr.
◦ Rabbi.
◦ E- Separated ◦ L
◦ Legally separated
◦ C- Civil Partner ◦ M
◦ Married
◦ L- Legally ◦ RDP
◦ Registered
domestic partner
Separated
◦ S
◦ Single
◦ W- Widowed
◦ W
◦ Widowed
◦ LABOURER ◦ Operatives
◦ 7- Operatives
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◦ N- Not Reported
◦ First or mid level
officials and
managers
Employee Type
◦ Full Time
◦ PR
◦ Part-time regular User defined. 4
characters. No
◦ Part Time
◦ PT
◦ Part-time translation. Ensure that
the values are in the
◦ FT
◦ Temporary
application table. The
application accepts all
◦ FR
◦ Full-time
temporary values entered by the
user.
◦ Full-time regular
FLSA Code
◦ E- EXEMPT
◦ EXEMPT
◦ Exempt Translate EXEMPT to E
and NonExempt to N
◦ N- NON EXEMPT
◦ NONEXEMPT
◦ Nonexempt
Hire Reason
◦ CDD Fixed-term - CDD
Permanent - CDI Hire to
Pass Action Code and
Action Reason as or
◦ CDI fill vacant position reference.
◦ NEWHIRE
Termination Reason
◦ WORK_RELATED
◦ Work Incident
or Work Related
◦ RETIRE_VOLUNTARY
◦ Resignation
◦ RETIRE_UNVOLUNTARY
◦ Personal Reasons
◦ WORK_RELATED
◦ Voluntary
retirement
◦ TERMINATE_END_CDD
◦ Involuntary
retirement
◦ TERMINATE_MUTUAL
◦ Work Incident
or Work Related
Illness
◦ Contract breach
by mutual
agreement
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Creating an Element
1. In the Setup and Maintenance work area, search for and select Manage Elements.
2. In the Search Results section, click Create.
3. Select your legislative data group.
4. Select the primary classification that matches the purpose or use of the payroll element.
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5. Select the secondary classification that corresponds to the selected primary classification.
Recurring voluntary deduction Select the relevant choice. If there is none, leave it blank.
6. Click Continue.
7. On the Basic Information page, complete the fields as shown in this table:
Name
◦ Annual Salary
◦ Hourly Wages
◦ Allowance
◦ Spot Bonus
Reporting Name Enter the name that you want to display on reports for this earnings or deduction payroll element.
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What is the earliest entry date for this First Standard Earning Date
element?
What is the latest entry date for this Last Standard Process Date
element?
Process and pay element separately or Process and pay with other earnings
with other earnings elements?
Deduction value • Identify whether this element is deducting either as a flat amount or a percentage.
• Use this input value to track the amount of the deduction.
• For this input value, set the special purpose field as Primary Input Value.
Third-Party Goal Limit • Define values for each of the Goal Limit associated WFN deduction codes.
• Optional for deduction element.
Third-Party Goal Number • Define values for each of the Goal Number associated WFN deduction codes.
• Optional for deduction element.
On the Element Summary page, update the newly created element details.
1. From the Edit menu, select Update.
2. In the Element Overview hierarchy, select Element Eligibility.
3. From the Actions menu, select Create Element Eligibility Criteria.
4. In the Element Eligibility Name field, enter the element name with the suffix: Open.
5. For earnings elements, in the Eligibility Criteria section, select All payrolls eligible.
6. For deduction elements, create the primary input value as follows:
◦ In the Element Overview hierarchy, select Input Values.
◦ From the Actions menu, select Create Input Values.
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Field Value
Display Sequence 1
Note: Input values for earnings elements are created automatically, so no additional setup is required
for earnings elements.
7. Click Save.
8. Click Submit.
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Glossary
assignment
A set of information, including job, position, pay, compensation, managers, working hours, and work location, that defines a
worker's or nonworker's role in a legal employer.
calculation card
Captures values required for payroll calculations for some earnings and deductions, such as absence payments and
involuntary deductions. For some countries, you can also create various types of cards to hold default values for tax reporting
units or payroll statutory units.
element
Component in the calculation of a person's pay. An element may represent a compensation or benefit type, such as salary,
wages, stock purchase plans, pension contributions, and medical insurance.
element classification
Provides various element controls, such as the processing order, balances feeds, costing, and taxation. Oracle predefines
primary element classifications and some secondary classifications. You can create other secondary classifications.
element eligibility
The association of an element to one or more components of a person's employment record. It establishes a person's
eligibility for that element. Persons are eligible for the element if their assignment components match the components of the
element eligibility.
element entry
The record controlling an employee's receipt of an element, including the period of time for which the employee receives the
element and its value.
fast formula
A simple way to write formulas using English words and basic mathematical functions. Formulas are generic expressions of
calculations or comparisons that repeat with different input values.
flow checklist
A sequence of automatic and manual flow tasks grouped into activities, such as extract reports and processes, or tasks
related to payroll processing. Submitting a flow generates a checklist that you use to monitor the flow and manage its tasks.
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flow pattern
A series of tasks performed in a predefined order, which are grouped into activities, such as extract reports and processes, or
tasks that cover a phase of the payroll process. The flow pattern is used to generate a flow, which you can manage from its
checklist.
flow task
A process or report, or manual task such as verifying results. A flow pattern can include more than one flow task.
globals
Store values that are constant over a period of time. You can reference them in several formulas. Examples include the name
of a rate, a specific date, or a company term.
input value
Field defined for an element that holds information about an element entry that's needed for calculation. For example, hours
worked, an alternate payment rate, or the amount of a bonus or deduction.
object group
User-defined set of elements or people that restrict the items you want to include in various processes and reports.
payroll relationship
Defines an association between a person and a payroll statutory unit based on payroll calculation and reporting requirements.
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termination
Voluntary or involuntary ending of a work relationship. When workers or nonworkers leave the enterprise, you terminate their
work relationships. When you terminate a work relationship, any assignments and employment terms associated with the
relationship are ended automatically.
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