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.......................................................................................
14082GC10
Version 1.0
November 1998
MO7766
Implementing andAdministrating Oracle PayrollRelease 11 (UK)
Volume 2 Instructor Guide
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Authors
Mark Sutton
Reviewers
Maria Barcarse
John Cafolla
Mark Riles
Brian King
John Thuringer
John Woodward
Sue White
Publishers
Carol Brown
Fiona Simpson
Avril Price-Budgen
Copyright Oracle Corporation, 1998. All rights reserved.
This documentation contains proprietary information of Oracle Corporation. It is
provided under a license agreement containing restrictions on use and disclosure
and is also protected by copyright law. Reverse engineering of the software is
prohibited. If this documentation is delivered to a U.S. Government Agency of the
Department of Defense, then it is delivered with Restricted Rights and the
following legend is applicable:
Restricted Rights Legend
Use, duplication or disclosure by the Government is subject to restrictions for
commercial computer software and shall be deemed to be Restricted Rights
software under Federal law, as set forth in subparagraph (c) (1) (ii) of DFARS
252.227-7013, Rights in Technical Data and Computer Software (October 1988).
This material or any portion of it may not be copied in any form or by any means
without the express prior written permission of Oracle Corporation. Any other
copying is a violation of copyright law and may result in civil and/or criminal
penalties.
If this documentation is delivered to a U.S. Government Agency not within the
Department of Defense, then it is delivered with Restricted Rights, as defined in
FAR 52.227-14, Rights in Data-General, including Alternate III (June 1987).
The information in this document is subject to change without notice. If you find
any problems in the documentation, please report them in writing to Education
Products, Oracle Corporation, 500 Oracle Parkway, Box SB-6, Redwood Shores,
CA 94065. Oracle Corporation does not warrant that this document is error-free.
Oracle is a registered trademark and Oracle Human Resources Management
System, Oracle Payroll, Oracle Applications for the Web, and Oracle General
Ledgerare trademarks or registered trademarks of Oracle Corporation.
All other products or company names are used for identification purposes only
and may be trademarks of their respective owners.
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.....................................................................................................................................................Implementing and Administrating Oracle Payroll Release 11 (UK) i
.....................................................................................................................................................Contents
Preface
Profile..................................................................................................... xvii
Related Publications ............................................................................. xviii
Typographic Conventions....................................................................... xix
.....................................................................................................................................................Unit I: Introduction to Oracle Payroll
Introduction
Objectives ................................................................................................ I-3
Objectives ................................................................................................ I-4
Oracle Overview...................................................................................... I-5
Oracle Overview (continued)................................................................... I-6
Starting the Implementation Phase .......................................................... I-7
Following a Plan ...................................................................................... I-8
Company Culture..................................................................................... I-9
The HRMS Model ................................................................................. I-10
The Payroll Cycle .................................................................................. I-12
Oracle Payroll and Contractual Information.......................................... I-13
Oracle Web Employees ......................................................................... I-14
Implementation Steps ............................................................................ I-15
Sharing Tables Between Applications................................................... I-17Sharing Tables with Other Applications................................................ I-19
Summary................................................................................................ I-21
.....................................................................................................................................................Unit II: Compensation and Benefits
Lesson 1: Defining Oracle Payroll
Objectives ............................................................................................... 1-2
Overview................................................................................................. 1-3
Defining Payment Methods .................................................................... 1-4
Defining a Payroll................................................................................... 1-6
................................................................................................................ 1-9
http://pref.pdf/http://pref.pdf/http://pref.pdf/http://pref.pdf/http://up1.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://up2.pdf/http://les01.pdf/http://les01.pdf/http://les01.pdf/http://les01.pdf/http://les01.pdf/http://les01.pdf/http://les01.pdf/http://les01.pdf/http://les01.pdf/http://les01.pdf/http://les01.pdf/http://les01.pdf/http://up2.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://intro.pdf/http://up1.pdf/http://pref.pdf/http://pref.pdf/http://pref.pdf/http://pref.pdf/7/31/2019 Labs Pay UK
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.....................................................................................................................................................Contents
Summary............................................................................................... 1-12
Practice 1-1 Overview .......................................................................... 1-13
Practice 1-2 Overview .......................................................................... 1-14
Lesson 2: Defining Elements
Objectives ............................................................................................... 2-2
Overview................................................................................................. 2-3
Defining Elements .................................................................................. 2-4
Primary Classification............................................................................. 2-6
Processing Types .................................................................................... 2-8
Termination Rules................................................................................... 2-9
Check Boxes ......................................................................................... 2-11
Processing Priority................................................................................ 2-12
Currency................................................................................................ 2-15
Qualifying Conditions........................................................................... 2-16
Element Input Values............................................................................ 2-17
Validating Input Values ........................................................................ 2-19
Summary............................................................................................... 2-22
Practice 2-1 Overview .......................................................................... 2-23
Practice 2-2 Overview .......................................................................... 2-24
Lesson 3: Element Eligibility Rules
Objectives ............................................................................................... 3-2
Overview................................................................................................. 3-3
Element Eligibility Rules........................................................................ 3-4
Defining Element Links.......................................................................... 3-6
Costing.................................................................................................... 3-7
Qualifying Conditions............................................................................. 3-8
Input Values............................................................................................ 3-9
Summary............................................................................................... 3-10
Practice 3-1 Overview .......................................................................... 3-11
Practice 3-2 Overview .......................................................................... 3-12
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.....................................................................................................................................................Contents
Lesson 4: Defining a Salary Basis
Objectives ............................................................................................... 4-2
Overview................................................................................................. 4-3
Defining a Salary Basis........................................................................... 4-4Summary................................................................................................. 4-5
Practice 4-1 Overview ............................................................................ 4-6
Lesson 5: Writing Basic Oracle Fast Formula
Objectives ............................................................................................... 5-2
Overview................................................................................................. 5-3
Types of Formula.................................................................................... 5-4
Formula Statements ................................................................................ 5-5
Defining a Formula................................................................................. 5-6
Element Inputs ........................................................................................ 5-8
The Inputs Statement .............................................................................. 5-9
Setting Default Values .......................................................................... 5-10
The Return Statement ........................................................................... 5-11
Rounding............................................................................................... 5-12
Summary............................................................................................... 5-15
Practice 5-1 Overview .......................................................................... 5-16
Practice 5-2 Overview .......................................................................... 5-17
Practice 5-3 Overview .......................................................................... 5-18
Lesson 6: Formula Results
Objectives ............................................................................................... 6-2
Overview................................................................................................. 6-3
Formula Results ...................................................................................... 6-4
Correcting and Updating Processing Rules ............................................ 6-5
Defining Formula Results ....................................................................... 6-6
Summary................................................................................................. 6-8
Practice 6-1 Overview ............................................................................ 6-9
Practice 6-2 Overview .......................................................................... 6-10
Practice 6-3 Overview .......................................................................... 6-11
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.....................................................................................................................................................Contents
Lesson 7: Enabling Currencies
Objectives ............................................................................................... 7-2
Overview................................................................................................. 7-3
Enabling Currencies................................................................................ 7-4Defining Exchange Rates........................................................................ 7-6
Summary................................................................................................. 7-8
Practice 7-1 Overview ............................................................................ 7-9
Practice 7-2 Overview .......................................................................... 7-10
Lesson 8: Creating User Defined Balances
Objectives ............................................................................................... 8-2
Overview................................................................................................. 8-3
Defining a User Balance ......................................................................... 8-4
UK Balance Dimensions......................................................................... 8-7
Create Balance Dimension Process ........................................................ 8-8
Accessing a Balance in a Formula .......................................................... 8-9
Creating Balance Feeds ........................................................................ 8-10
Summary............................................................................................... 8-13
Practice 8-1 Overview .......................................................................... 8-14
Lesson 9: Accessing Database Items in a Formula
Objectives ............................................................................................... 9-2
Overview................................................................................................. 9-3
Referencing Database Items ................................................................... 9-5
The ALIAS Statement ............................................................................ 9-6
Summary................................................................................................. 9-7
Practice 9-1 Overview ............................................................................ 9-8
Lesson 10: Global Values
Objectives ............................................................................................. 10-2
Overview............................................................................................... 10-3
Defining Global Values ........................................................................ 10-4
Summary............................................................................................... 10-5
Practice 10-1 Overview ........................................................................ 10-6
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.....................................................................................................................................................Contents
Lesson 11: Conditional Logic
Objectives ............................................................................................. 11-2
Conditional Logic ................................................................................. 11-3
Summary............................................................................................... 11-5Practice 11-1 Overview ........................................................................ 11-6
Lesson 12: Indirect Results
Objectives ............................................................................................. 12-2
Indirect Results ..................................................................................... 12-3
Summary............................................................................................... 12-5
Practice 12-1 Overview ........................................................................ 12-6
Lesson 13: Tables and Rates
Objectives ............................................................................................. 13-2
Overview............................................................................................... 13-3
Using Grade Rate Tables in Formula ................................................... 13-4
User Defined Tables ............................................................................. 13-5
Summary............................................................................................. 13-11
Practice 13-1 Overview ...................................................................... 13-12
Practice 13-2 Overview ...................................................................... 13-13
Lesson 14: Returning Messages and Stops
Objectives ............................................................................................. 14-2Overview............................................................................................... 14-3
Summary............................................................................................... 14-4
Practice 14-1 Overview ........................................................................ 14-5
Lesson 15: Using Oracle FastFormula for Validation
Objectives ............................................................................................. 15-2
Overview............................................................................................... 15-3
Writing Validation Formula.................................................................. 15-4
Summary............................................................................................... 15-7Practice 15-1 Overview ........................................................................ 15-8
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.....................................................................................................................................................Contents
Lesson 16: Defining Skip Rules
Objectives ............................................................................................. 16-2
Overview............................................................................................... 16-3
Defining a Skip Rule............................................................................. 16-4Summary............................................................................................... 16-6
Practice 16-1 Overview ........................................................................ 16-7
Lesson 17: PAYE and NIC
Objectives ............................................................................................. 17-2
Overview............................................................................................... 17-3
Statutory Details ................................................................................... 17-4
Summary............................................................................................... 17-7
Practice 17-1 Overview ........................................................................ 17-8
Practice 17-2 Overview ........................................................................ 17-9
Lesson 18: Court Orders and Arrestments
Objectives ............................................................................................. 18-2
Overview............................................................................................... 18-3
Principal Court Order Legislation......................................................... 18-4
Priority and Non-Priority Orders .......................................................... 18-5
Predefined Elements for Managing Court Orders and Arrestments ..... 18-6
Entering a Priority Order ...................................................................... 18-7
Viewing Court Order and Arrestment Results...................................... 18-9
Summary............................................................................................. 18-10
Practice 18-1 Overview ...................................................................... 18-11
Lesson 19: Setting Up RetroPay
Objectives ............................................................................................. 19-2
Overview............................................................................................... 19-3
Setting Up RetroPay ............................................................................. 19-5
Summary............................................................................................... 19-7
Practice 19-1 Overview ........................................................................ 19-8
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.....................................................................................................................................................Contents
Lesson 20: Setting Up Advance Pay
Objectives ............................................................................................. 20-2
Overview............................................................................................... 20-3
Advance Pay Setup Information........................................................... 20-4Setting Up Advance Pay ....................................................................... 20-5
Summary............................................................................................... 20-6
Practice 20-1 Overview ........................................................................ 20-7
.....................................................................................................................................................Unit III: People and Assignments
Lesson 21: Assignment Statuses
Objectives ............................................................................................. 21-2
Overview............................................................................................... 21-3
User Statuses......................................................................................... 21-4
Using Assignment Statuses to Control Compensation ......................... 21-5
Summary............................................................................................... 21-6
Practice 21-1 Overview ........................................................................ 21-7
Lesson 22: Hiring Employees
Objectives ............................................................................................. 22-2
Entering a New Employee .................................................................... 22-3
The Default Assignment ....................................................................... 22-4
Entering Statutory Information............................................................. 22-5
Making Element Entries ....................................................................... 22-9
Entering Earnings and Deductions ..................................................... 22-10
Summary............................................................................................. 22-12
Practice 22-1 Overview ...................................................................... 22-13
Lesson 23: Salary Administration
Objectives ............................................................................................. 23-2
Overview............................................................................................... 23-3Setting Up Salary Administration......................................................... 23-4
Entering Salaries and Salary Changes .................................................. 23-5
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Summary............................................................................................... 23-9
Practice 23-1 Overview ...................................................................... 23-10
.....................................................................................................................................................Unit IV: The Payroll Run and Other Processes
Lesson 24: The Payroll Life Cycle
Objectives ............................................................................................. 24-2
Overview............................................................................................... 24-3
The Payroll Life Cycle.......................................................................... 24-4
The Payroll Processes ........................................................................... 24-7
Prerequisites for Running a Payroll .................................................... 24-10
Preparation for a Standard Payroll Run .............................................. 24-11
Summary............................................................................................. 24-12
Practice 24-1 Overview ...................................................................... 24-13
Lesson 25: Payroll Processing
Objectives ............................................................................................. 25-2
Overview............................................................................................... 25-3
Entering Pre-Run Changes.................................................................... 25-4
Defining an Assignment Set ................................................................. 25-6
Defining an Element and Distribution Set.......................................... 25-12
Initiating a Payroll Run....................................................................... 25-26
Summary............................................................................................. 25-27
Practice 25-1 Overview ...................................................................... 25-28
Practice 25-2 Overview ...................................................................... 25-29
Practice 25-3 Overview ...................................................................... 25-30
Practice 25-4 Overview ...................................................................... 25-31
Practice 25-5 Overview ...................................................................... 25-32
Lesson 26: Viewing Payroll Run Process Results
Objectives ............................................................................................. 26-2Overview............................................................................................... 26-3
Viewing Results of Payroll Run Processes........................................... 26-4
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.....................................................................................................................................................Contents
Viewing Process-Level Results ............................................................ 26-7
Viewing Assignment-Level Results ..................................................... 26-9
Running Standard Reports .................................................................. 26-12
Summary............................................................................................. 26-19Practice 26-1 Overview ...................................................................... 26-20
Lesson 27: Processing Corrections to Payroll Run Results
Objectives ............................................................................................. 27-2
Overview............................................................................................... 27-3
Correcting a Payroll Process................................................................. 27-4
Rolling Back ......................................................................................... 27-7
Retrying a Payroll Run Process ............................................................ 27-9
Summary............................................................................................. 27-12
Practice 27-1 Overview ...................................................................... 27-13
Practice 27-2 Overview ...................................................................... 27-14
Lesson 28: Managing Post-Run Processes
Objectives ............................................................................................. 28-2
Overview............................................................................................... 28-3
Changing a Consolidation Set............................................................... 28-4
Running the Prepayments Process........................................................ 28-5
Running the Pay Advice Report ........................................................... 28-7
Running the Cheque Writer Process..................................................... 28-9
Running the BACS Process ................................................................ 28-11
Recording the Cash Process................................................................ 28-13
Summary............................................................................................. 28-14
Practice 28-1 Overview ...................................................................... 28-15
Practice 28-2 Overview ...................................................................... 28-16
Practice 28-3 Overview ...................................................................... 28-17
Lesson 29: Managing Other Payroll Processes
Objectives ............................................................................................. 29-2
Overview............................................................................................... 29-3
Reversing Payroll Processing for Employee Assignments................... 29-4
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.....................................................................................................................................................Contents
Adjusting a Balance and Viewing Results............................................ 29-6
Viewing Balance Adjustment Results .................................................. 29-8
Summary............................................................................................... 29-9
Practice 29-1 Overview ...................................................................... 29-10
Lesson 30: RetroPay Processing
Objectives ............................................................................................. 30-2
Overview............................................................................................... 30-3
Running the RetroPay Process.............................................................. 30-4
RetroPay By Run .................................................................................. 30-5
Summary............................................................................................... 30-6
Practice 30-1 Overview ........................................................................ 30-7
Lesson 31: Advance Pay ProcessingObjectives ............................................................................................. 31-2
Overview............................................................................................... 31-3
Advance Pay for Individual Assignments ............................................ 31-4
Advance Pay for Batch Assignments.................................................... 31-6
Running Advance Pay .......................................................................... 31-9
Summary............................................................................................. 31-12
Lesson 32: Controlling Costs
Objectives ............................................................................................. 32-2Overview............................................................................................... 32-3
Accumulating and Transferring Payroll Costs...................................... 32-4
Running the Costing Process ................................................................ 32-6
Viewing the Costing Process Results ................................................... 32-7
Cost Breakdown Report........................................................................ 32-8
Transferring Costs to Oracle General Ledger..................................... 32-10
Running the GL Transfer Process....................................................... 32-12
Summary............................................................................................. 32-13
Practice 32-1 Overview ...................................................................... 32-14
Practice 32-2 Overview ...................................................................... 32-15
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.....................................................................................................................................................Implementing and Administrating Oracle Payroll Release 11 (UK) xi
.....................................................................................................................................................Contents
Lesson 33: Running the QuickPay Process
Objectives ............................................................................................. 33-2
Overview............................................................................................... 33-3
Defining and Initiating a QuickPay Run............................................... 33-4Viewing QuickPay Results ................................................................... 33-7
Correcting QuickPay Results................................................................ 33-8
Running Post-Run Processes for QuickPay.......................................... 33-9
Summary............................................................................................. 33-11
Practice 33-1 Overview ...................................................................... 33-12
Appendix A: Practices and Solutions
Practice 1 1.......................................................................................... A-2
Practice 1 1: Solution.......................................................................... A-3
Practice 1 2.......................................................................................... A-4
Practice 1 2: Solution.......................................................................... A-5
Practice 2 1.......................................................................................... A-7
Practice 2 1: Solution.......................................................................... A-8
Practice 2 2.......................................................................................... A-9
Practice 2 2: Solution........................................................................ A-10
Practice 3 1........................................................................................ A-12
Practice 3 1: Solution........................................................................ A-13
Practice 3 2........................................................................................ A-14Practice 3 2: Solution........................................................................ A-15
Practice 4 1........................................................................................ A-16
Practice 4 1: Solution........................................................................ A-17
Practice 5 1........................................................................................ A-18
Practice 5 1: Solution........................................................................ A-19
Practice 5 2........................................................................................ A-21
Practice 5 2: Solution........................................................................ A-22
Practice 5 3........................................................................................ A-26
Practice 5 3: Solution........................................................................ A-27
Practice 6 1........................................................................................ A-32
Practice 6 1: Solution........................................................................ A-33
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.....................................................................................................................................................Contents
Practice 6 2........................................................................................ A-34
Practice 6 2: Solution........................................................................ A-35
Practice 6 3........................................................................................ A-36
Practice 6 3: Solution........................................................................ A-37Practice 7 1......................................................................................... A-38
Practice 7 1: Solution......................................................................... A-39
Practice 7 2......................................................................................... A-40
Practice 7 2: Solution......................................................................... A-41
Practice 8 1........................................................................................ A-46
Practice 8 1: Solution........................................................................ A-47
Practice 9 1........................................................................................ A-50
Practice 9 1: Solution........................................................................ A-51
Practice 10 1...................................................................................... A-59Practice 10 1: Solution...................................................................... A-60
Practice 11 1...................................................................................... A-68
Practice 11 1: Solution...................................................................... A-69
Practice 12 1...................................................................................... A-74
Practice 12 1: Solution...................................................................... A-75
Practice 13 1...................................................................................... A-79
Practice 13 1: Solution...................................................................... A-80
Practice 13 2...................................................................................... A-85
Practice 13 2: Solution...................................................................... A-86
Practice 14 1...................................................................................... A-94
Practice 14 1: Solution...................................................................... A-95
Practice 15 1.................................................................................... A-104
Practice 15 1: Solution.................................................................... A-105
Practice 16 1.................................................................................... A-108
Practice 16 1: Solution.................................................................... A-109
Practice 17 1.................................................................................... A-112
Practice 17 1: Solution.................................................................... A-113
Practice 17 2..................................................................................... A-114
Practice 17 2: Solution..................................................................... A-115
Practice 18 1.................................................................................... A-117
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.....................................................................................................................................................Contents
Practice 18 1: Solution.................................................................... A-118
Practice 19 1.................................................................................... A-122
Practice 19 1: Solution.................................................................... A-123
Practice 20 1.................................................................................... A-128Practice 20 1: Solution.................................................................... A-129
Practice 21 1.................................................................................... A-130
Practice 21 1: Solution.................................................................... A-131
Practice 22 1.................................................................................... A-132
Practice 22 1: Solution.................................................................... A-133
Practice 23 1.................................................................................... A-138
Practice 23 1: Solution.................................................................... A-139
Practice 24 1.................................................................................... A-140
Practice 24 1: Solution.................................................................... A-141Practice 25 1.................................................................................... A-142
Practice 25 1: Solution.................................................................... A-143
Practice 25 2.................................................................................... A-144
Practice 25 2: Solution.................................................................... A-145
Practice 25 3.................................................................................... A-147
Practice 25 3: Solution.................................................................... A-148
Practice 25 4.................................................................................... A-149
Practice 25 4: Solution.................................................................... A-150
Practice 25 5.................................................................................... A-153
Practice 25 5: Solution.................................................................... A-154
Practice 26 1.................................................................................... A-155
Practice 26 1: Solution.................................................................... A-156
Practice 27 1.................................................................................... A-162
Practice 27 1: Solution.................................................................... A-163
Practice 27 2.................................................................................... A-164
Practice 27 2: Solution.................................................................... A-165
Practice 28 1.................................................................................... A-166
Practice 28 1: Solution.................................................................... A-167
Practice 28 2.................................................................................... A-168
Practice 28 2: Solution.................................................................... A-169
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.....................................................................................................................................................Contents
Practice 28 3.................................................................................... A-170
Practice 28 3: Solution.................................................................... A-171
Practice 29 1.................................................................................... A-172
Practice 29 1: Solution.................................................................... A-173Practice 30 1.................................................................................... A-174
Practice 30 1: Solution.................................................................... A-175
Practice 32 1.................................................................................... A-179
Practice 32 1: Solution.................................................................... A-180
Practice 32 2.................................................................................... A-181
Practice 32 2: Solution.................................................................... A-182
Practice 33 1.................................................................................... A-184
Practice 33 1: Solution.................................................................... A-185
Appendix B: Fast Formula Reference
Oracle Fast Formula................................................................................ B-3
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................................A
Practices and Solutions
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.....................................................................................................................................................A-2 Implementing and Administrating Oracle Payroll Release 11 (UK)
.....................................................................................................................................................Appendix A: Practices and Solutions
Practice 1 1
IntroductionThis practice reinforces your ability to define payment methods.
Define the following Payment Methods, with effect from 01-JAN-1998:
A default payment method of Cheque.
A default payment method of BACS.
Hint: Prefix the payment methods with your initials.
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.....................................................................................................................................................Practice 1 1: Solution
Practice 1 1: Solution
Organizational Payment Method(N)Payroll>Payment Methods
1 Set your effective date to 01-JAN-1998.
2 Enter a name for the payment method, and select its type.
3 The base currency for the Business Group appears. For some payment methods,
you can select another currency.
4 Enter the Bank Details field to open the Bank Details window. Enter information
about the account from which payments are coming.
5 Save your work.
6 Verify that your window looks similar to the one below:
Note: Create your BACS payment method ensuring that you enter bureau information
in the Further Information field.
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.....................................................................................................................................................A-4 Implementing and Administrating Oracle Payroll Release 11 (UK)
.....................................................................................................................................................Appendix A: Practices and Solutions
Practice 1 2
IntroductionThis practice reinforces your ability to define a calendar monthly payroll group.
Define the nnpayroll with the first pay period being JAN 1998, where nn is your
initials.
Create 2 years of pay periods.
Enter offsets of your choice.
Select a nncheque pay method as the default. This is the payment method you created
in Practice 1-1.
Attach your nnBACS payment method as a valid payment method.Optionally amend the pay period dates.
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.....................................................................................................................................................Practice 1 2: Solution
Practice 1 2: Solution
Payroll(N)Payroll>Description
1 Set your effective date to 01-JAN-1998.
2 Enter the payrolls name and select a type of Calendar Month from the list of
values.
3 Enter the two years for which the system should initially generate the payrolls
calendar.
4 Enter any date offsets you require for the payroll.
5 Select nnCheque default payment method for employees who have no valid
personal payment method.
6 Select a default consolidation set for this payroll. One consolidation set is created
automatically when you define your Business Group.
7 In the Costing region, you can enter information about the set of books and
suspense account holding costing information for this payroll.
The information you enter here depends on the setup of your Cost Allocation key
flexfield.
8 Enter the Statutory Information field to open the Statutory Information window,
enter required information.
9 Save your work.
10 Choose the Period Dates button to view the calendar generated for your payroll. Inthe Period Dates window. You can alter the dates if required.
11 Choose the Valid Payment Methods button to add valid payment methods for this
payroll. You will need to select your nnBACS payment method from the list of
values
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.....................................................................................................................................................Appendix A: Practices and Solutions
12 Verify that your window looks similar to the one below:
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.....................................................................................................................................................Practice 2 1
Practice 2 1
IntroductionThis practice reinforces your ability to create an element that will be processed
through Oracle Payroll.
Note: substitute nn with your initials.
Define a recurring earnings element called nn_Payment with a Pay Value only. The
start date for the element is 01-JAN-1998. The element can only be entered and
processed once in each pay period.
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.....................................................................................................................................................A-8 Implementing and Administrating Oracle Payroll Release 11 (UK)
.....................................................................................................................................................Appendix A: Practices and Solutions
Practice 2 1: Solution
Element(N)Compensation & Benefits>Element Description
1 Set your effective date to 01-JAN-1998.
2 Enter a unique name, reporting name, and description for the element.
3 Select a Primary Classification of Earnings from the list of values.
4 Select the Recurring check box.
5 Clear the Multiple Entries check box.
6 Select the Skip Rule ONCE_EACH_PERIOD from the list of values.
7 Save your work.
8 Verify that your window looks similar to the one below:
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.....................................................................................................................................................Implementing and Administrating Oracle Payroll Release 11 (UK) A-9
.....................................................................................................................................................Practice 2 2
Practice 2 2
IntroductionThis practice reinforces your ability to create an element that will be processed
through Oracle Payroll.
Note: substitute nn with your initials.
Define a recurring earnings element called nn_Annual_Salary with input values of
Ann_Sal and Pay Value. The start date for the element is 01-JAN-1998. The element
can only be entered and processed once in each pay period.
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.....................................................................................................................................................A-10 Implementing and Administrating Oracle Payroll Release 11 (UK)
.....................................................................................................................................................Appendix A: Practices and Solutions
Practice 2 2: Solution
Element(N)Compensation & Benefits>Element Description
1 Set your effective date to 01-JAN-1998.
2 Enter a unique name, reporting name, and description for the element.
3 Select a Primary Classification of Earnings from the list of values.
4 Select the Recurring check box.
5 Clear the Multiple Entries check box.
6 Select the Skip Rule ONCE_EACH_PERIOD from the list of values.
7 Save your work.
8 Verify that your window looks similar to the one below:
9 Select the Input Values button.
10 Enter an input value called Ann_Sal.
11 Enter a Sequence number and ensure that you make the input value a Database
Item.
12 Save your work.
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.....................................................................................................................................................Practice 2 2: Solution
13 Verify that your window looks similar to the one below:
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.....................................................................................................................................................A-12 Implementing and Administrating Oracle Payroll Release 11 (UK)
.....................................................................................................................................................Appendix A: Practices and Solutions
Practice 3 1
IntroductionThis practice reinforces your ability to create an element link.
Define a standard link for the nn_Payment element defined in Practice 2. The criteria
for the link will be your nnPayroll defined in Practice 1.
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.....................................................................................................................................................Implementing and Administrating Oracle Payroll Release 11 (UK) A-13
.....................................................................................................................................................Practice 3 1: Solution
Practice 3 1: Solution
Element Link(N)Compensation & Benefits>Link
1 Set your effective date to 01-JAN-1998.
2 Select the element nn_Payment from the list of values.
3 Select the Standard Check Box.
4 Specify your element eligibility rule by selecting your payroll from the list of
values.
5 Save your work.
6 Verify that your window looks similar to the one below:
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.....................................................................................................................................................A-14 Implementing and Administrating Oracle Payroll Release 11 (UK)
.....................................................................................................................................................Appendix A: Practices and Solutions
Practice 3 2
IntroductionThis practice reinforces your ability to create an element link.
Define a non-standard link for the nn_Annual_Salary element defined in Practice 2.
The criteria for the link will be your nnPayroll defined in Practice 1.
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.....................................................................................................................................................Implementing and Administrating Oracle Payroll Release 11 (UK) A-15
.....................................................................................................................................................Practice 3 2: Solution
Practice 3 2: Solution
Element Link(N)Compensation & Benefits>Link
1 Set your effective date to 01-JAN-1998.
2 Select the element nn_Annual_Salary from the list of values.
3 Specify your element eligibility rule by selecting your payroll from the list of
values.
4 Save your work.
5 Verify that your window looks similar to the one below:
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.....................................................................................................................................................A-16 Implementing and Administrating Oracle Payroll Release 11 (UK)
.....................................................................................................................................................Appendix A: Practices and Solutions
Practice 4 1
IntroductionThis practice reinforces your ability to create a Salary Basis for your salary element
you created in practice 3, you will be using grade rates that have already been created.
Note: substitute nn with your initials.
Define a salary basis called nn_Mgt_Basis. Use the Management Grades grade rate to
validate salary proposals.
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.....................................................................................................................................................Practice 4 1: Solution
Practice 4 1: Solution
Element(N)Work Structures>Salary Basis
1 Set your effective date to 01-JAN-1998.
2 Enter a unique name.
3 Select the Basis of Annual Salary from the list of values.
4 Select your salary element from a list of values in the Element Name field.
5 Select the Ann_Sal input value from the list of values.
6 In the Grade Rate field select Management Grades from the list of values.
7 Select Annual Salary from the list of values in the Grade Rate Basis field
8 Save your work.
9 Verify that your window looks similar to the one below:
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.....................................................................................................................................................A-18 Implementing and Administrating Oracle Payroll Release 11 (UK)
.....................................................................................................................................................Appendix A: Practices and Solutions
Practice 5 1
IntroductionThis practice reinforces your ability to write basic Oracle Fast Formula.
Note: substitute nn with your initials.
Using the nnAnnual_Salary element defined in Practice 2-2, write a formula that will
divide the Ann_Sal input value by 12. Round the answer to the calculation to 2
decimal points.
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.....................................................................................................................................................Implementing and Administrating Oracle Payroll Release 11 (UK) A-19
.....................................................................................................................................................Practice 5 1: Solution
Practice 5 1: Solution
Formula(N)Compensation & Benefits>Write Formulas
1 Set your effective date to 01-JAN-1998.
2 Enter the formula's Name (spaces are not permitted).
3 Select a formula Type of Oracle Payroll from the list of values.
4 Optionally enter a description.
5 Verify that your window looks similar to the one below:
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.....................................................................................................................................................A-20 Implementing and Administrating Oracle Payroll Release 11 (UK)
.....................................................................................................................................................Appendix A: Practices and Solutions
6 Select the Edit button and write your formula.
7 Verify the formula by selecting the Verify button.
8 Close down the window.
9 Save you work.
10 Verify that your window looks similar to the one below:
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.....................................................................................................................................................Practice 5 2
Practice 5 2
IntroductionThis practice reinforces your ability to create payroll elements and write basic Oracle
Fast Formula.
Note: substitute nn with your initials.
Define an element called nn_Location_Allowance which is going to be processed
during a payroll run. The element requires an input value to hold the annual allowance
and the formula to calculate a monthly payment.
Any employee in your payroll can be eligible for the element, but they must also be
based in a particular location of your choice.
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.....................................................................................................................................................A-22 Implementing and Administrating Oracle Payroll Release 11 (UK)
.....................................................................................................................................................Appendix A: Practices and Solutions
Practice 5 2: Solution
Element(N)Compensation & Benefits>Element Description
1 Set your effective date to 01-JAN-1998.
2 Enter a Name and a Reporting Name for your element.
3 Select Earnings as the Primary Classification from the list of values.
4 Select Recurring as the Processing Type.
5 Save your work.
6 Verify that your window looks similar to the one below:
7 Select the Input Values button.
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.....................................................................................................................................................Implementing and Administrating Oracle Payroll Release 11 (UK) A-23
.....................................................................................................................................................Practice 5 2: Solution
8 Create an input value.
9 Select the Units of Money from the list of values.
10 Enter a Sequence Number.
11 Save your work.
12 Verify that your window looks similar to the one below:
Element Link
(N)Compensation & Benefits>Link
1 Select your element from the list of values.
2 Enter your eligibility criteria. In this example select a Location of your choice and
your payroll from the list of values.
3 Save your work
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.....................................................................................................................................................A-24 Implementing and Administrating Oracle Payroll Release 11 (UK)
.....................................................................................................................................................Appendix A: Practices and Solutions
4 Verify that your window looks similar to the one below:
Formula
(N)Compensation & Benefits>Write Formulas
1 Enter the formula's Name (spaces are not permitted).
2 Select a formula Type of Oracle Payroll from the list of values.3 Optionally enter a description.
4 Verify that your window looks similar to the one below:
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.....................................................................................................................................................Practice 5 2: Solution
5 Select the Edit button
6 Write your formula.
7 Verify that your window looks similar to the one below:
8 Verify your formula by selecting the Verify button.
9 Close down the window.
10 Save your work.
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.....................................................................................................................................................A-26 Implementing and Administrating Oracle Payroll Release 11 (UK)
.....................................................................................................................................................Appendix A: Practices and Solutions
Practice 5 3
IntroductionThis practice reinforces your ability to create payroll elements and write basic Oracle
Fast Formula.
Note: substitute nn with your initials.
Define an element called nn_Sports_Club_Membership, a voluntary deduction which
is going to be used to deduct a monthly fee from the employees net pay. The element
will be entered automatically when an employee joins the scheme. The annual fee,
which increases each year (hot default), depends on the type of membership the
employee takes out:
Single 300
Spouse 400
Family 500
Hint: You are required to define three links for the element corresponding to the
different membership types, but eligible employees must be in your payroll.
Instructor Note
For this example you will need to ensure that a segment on the People Group Key
Flexfield has been created for Sports Club Membership. The Value Set will be
Independent and have the following values; Single, Spouse and Family.
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.....................................................................................................................................................Practice 5 3: Solution
Practice 5 3: Solution
Element(N)Compensation & Benefits>Element Description
1 Set your effective date to 01-JAN-1998.
2 Enter a Name and a Reporting Name for your element.
3 Select Voluntary Deduction as the Primary Classification from the list of values.
4 Select Recurring as the Processing Type.
5 Select the Standard check box.
6 Save your work.
7 Verify that your window looks similar to the one below:
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.....................................................................................................................................................A-28 Implementing and Administrating Oracle Payroll Release 11 (UK)
.....................................................................................................................................................Appendix A: Practices and Solutions
8 Select the Input Values button.
9 Create an input value.
10 Select the Units of Money from the list of values.
11 Enter a Sequence Number.
12 Select the Required and Hot Default check boxes.
13 Save your work.
14 Verify that your window looks similar to the one below:
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