Professional Documents
Culture Documents
Solution
1. Navigate to the Payment Methods window using the US Super HRMS Manager
responsibility:
(N) Payroll > Payment Methods
2. Date Track to 01-JAN-2001
Define a Check Payment Method
3. In the Name field, enter XX Payroll Check.
4. In the Type field, select Check (United States).
5. The Currency field defaults to USD.
6. The Source Bank Country field defaults to United States.
7. Click in the Bank Details field, and enter the following information:
8. In the Account Name field, enter Payroll Checking.
9. In the Account Type field, select Checking Account.
10. In the Account Number field, enter 8675309.
11. In the Transit Code field, enter 5053090.
12. In the Bank Name field, enter Team XX Bank.
13. In the Bank Branch field, enter Main.
14. Click OK to close the window.
15. Click on the General Ledger tab.
16. In the Ledger field, select Vision Operations (USA).
Solution
1. Navigate to the Consolidation Sets window using the US Super HRMS Manager
responsibility:
(N) Payroll > Consolidation
2. Date Track to 01-JAN-2001.
3. Perform Query (Ctrl+F11).
4. Vision Corporation will be displayed.
5. In a new record, enter XX Semi Monthly Payrolls as the name of Consolidation Sets.
6. Save your work.
7. Close the form.
Solution
1. Navigate to the Payroll window using US Super HRMS Manager responsibility:
(N) Payroll > Description
2. Date Track to 01-JAN-2001.
3. In the Name field, enter XX Semi-monthly Payroll.
4. In the Period Type field, select Semi-Month.
5. The First Period End Date field defaults to 15-JAN-2001.
6. In the Number of Years field, enter 7.
7. In the Date Offset region, enter the following information:
8. In the Check field, enter 0.
9. In the Scheduled Run field, enter -4.
10. In the Cut Off field, enter 5.
11. In the Payslip field, enter 2.
Note: The offset for the Payslip field is based on the payroll processing date. For example,
by entering 2, the result is the online payslip is available 2 days after the processing date.
1. 12. In the Default region, enter the following information:
2. 13. In the Payment Method field, select XX Payroll Check.
3. 14. In the Consolidation Set field, select Vision Corporation.
4. 15. In the Costing field, select 01-1400-000.
5. 16. Click OK to close Vision Cost Alloc Flexfield window.
6. 17. Click on the Suspense Account field to enter the following information:
7. 18. In the Suspense Account field, select 01-000-2420-0000-000.
8. 19. Click OK to close Vision Cost Alloc Flexfield window.
9. 20. Click on the Further Payroll Information field.
10. 21. In the Hours Calculation Type field, select Annualization.
11. 22. In the Pre-notification Allowed field, select Yes.
12. 23. In the Tax Multiple Payments as One field, select No.
13. 24. In the Terminate Seeded Earnings By field, select Last Standard Process Date.
14. 25. In the Time Definition field, select Non Allocated Time Definition.
15. 26. In the Premium Calculation Rate field, select Higher of Blended or Normal Rate.
16. 27. Click OK to close this window.
17. 28. Save your work.
18. 29. Click the Valid Payment Methods button.
19. 30. In a new record, select XX Direct Deposit to add to the list of valid payment methods.
20. 31. In a new record, select XX Third Party Check to add to the list of valid payment methods.
21. 32. Save your work and close the window to return to the Payroll window.
22. 33. Click on the Period Dates button to view the schedule that the system created for this
payroll. You can adjust the system dates if needed for holidays, vacations, end of fiscal year,
end of calendar year, etc.
23. 34. Close the Period Dates window.
24. 35. Close the form.
Solution
1.
1.
Navigate to the GL Map window using the US Super HRMS Manager responsibility:
2.
3.
3.
4.
4.
5.
5.
6.
6.
7.
7.
Click on Correction.
8.
8.
9.
9. Select the following using the List of Values in the Payroll to GL Mapping Segment
region:
Payroll Costing Segment
Company
Company
Cost Center
Department
GL Code
Account
Labor Distribution
Sub-Account
Product
Product
Description
EARNINGS
Bonus
Flat amount
DEDUCTIONS
Garnishments
United Way
Flat amount or percentage for one time only or spread out over a
period of time for all employees
Solution
Define a Bonus Element
1. 1. Navigate to the Earnings window using US Super HRMS Manager responsibility:
(N) Total Compensation > Basic > Earnings
2. 2. Date Track to 01-JAN-2005.
3. 3. In the Name field, enter BonusXX.
4. 4. In the Reporting Name field, enter BonusXX.
5. 5. In the Classification field, select Supplemental Earnings.
6. 6. In the Category field, select Bonuses.
7. 7. In the Processing Type field, select Nonrecurring.
8. 8. In the Calculation Rule field, select Flat Amount.
9. 9. In the Deduction Processing field, select All.
10. 10. In the Separate check field, select No.
Pay Value
Amount
Jurisdiction
Provides the location for work done somewhere other than the primary
work location. Entry of a location here prompts system to find the
locations tax code in the table of jurisdiction codes, and uses it to
override the code of the employees regular work location when
calculating taxes.
Tax Separately
Deduction
Processing
Tax Only means, process tax deductions only for this earnings type or
payment. Pre Tax and Tax Only means, process only tax and pretax
deductions. Default is All.
Separate check
Yes signals that this earning should be paid by separate Check. Default
is No.
20. 20. Deselect the Required checkbox for all the input fields.
Note: Highlight the Input Value to uncheck Required checkbox.
Allowances
Input Value
Amount
Gives amount to deduct each pay period if the deduction amount rule is
Flat Amount.
Arrears Dedn
Amount
Attachment Number Records court-issued identification number, the case number, sometimes
the Social Security Number of the employee.
Clear Arrears
Date Earned
Date in Arrears
If arrearage exists, gives formula the date from which it started. This
information is supplied by the court order.
Date Served
Holds the attachment's date of issue. This can help to set priorities if
multiple wage attachments exist. If this field is blank, it will default to
01-JAN-1901.
Dedns at Time of
Writ
Filing Status
Jurisdiction
For use when multiple payroll runs occur during the same pay period for
the deduction element. All payroll runs for the period will check to make
sure deductions amounts for the element will not exceed this value.
Monthly Cap
For use when multiple payroll runs occur during the same calendar
month for the deduction element. All payroll runs for the calendar month
Input Value
Number of
Dependents
Pay Value
Payee Details
Holds the information about the recipient of the wage attachment, like
the estranged spouse or a creditor. Must be setup as a personal payment
method; there can be multiple values for an employee record, such as
two different orders, or multiple support orders.
Percentage
Processing Priority
The first field gives the system assigned processing priority. The second
field lets you determine the processing sequence or priority of multiple
wage attachments.
Total Owed
Gives formula the total amount owed, if applicable for the deduction
category.
Support Other
Family
This field holds a value of Yes or No, and affects the employees exempt
wages for support orders.
Pay Value
Input Value
Amount
Clear Arrears
25. 25. Close the form
Linking Criteria
BonusXX
GarnishXX
United WayXX
Note: Legislative required elements are already linked in the Vision demo database.
Solution
Non-Open Links
1. 1. Navigate to the Element Link window using the US Super HRMS Manager
responsibility:
(N) Total Compensation > Basic > Link
2. 2. Date Track to 01-JAN-2005.
3. 3. In the Name field, select BonusXX.
4. 4. In the Payroll field, select XX Semi-monthly Payroll.
1.
2.
2.
3.
3.
1.
2.
2.
1.
2.
2.
3.
3.
One employee check and one third party check payment methods
Hint: Perform all the changes to Employee 1; upon completion of Employee 1, then perform
changes to Employee 2.
Solution
1.
1.
Navigate to the People window using the US Super HRMS Manager responsibility:
2.
3.
3. From the Find Person window, in the Full Name field, enter the following employee
name:
Field
Employee 1
Employee 2
Employee 3
Full Name
Martin, Mary XX
Bailey, Charles XX
Johnson, Andrew XX
4.
4.
5.
5.
6.
6.
Employee 3
xxSimpson
Janice
Ms.
Contact
Ex-Spouse
Checked
Checked
Unchecked
Unchecked
8.
8.
9.
9. For Employee #3, click the Contacts Details button, select Enter US Address to enter
address information for Janice XXSimpson
Employee 3
10 Palm Court
Kaanapali
HI
96761
Maui
United States
Home
Field
Payroll
Employee 1
XX Semi-monthly
Payroll
Employee 2
XX Semi-monthly
Payroll
Employee 3
XX Semi-monthly
Payroll
Employee 1
Blank
Employee 2
blank
Employee 3
1 Schedule 8-8-8-8-8-0-0
No
Yes
No
19. 19. Click OK to close the GREs and other data window.
20. 20. Select the Standard Conditions tab.
21. 21. Enter the following information:
Field
Employee 1
Employee 2
Working
15
Accept default
Hours
Hourly /
Hourly
Hourly
Salaried
Employee 3
Accept default
Salaried
Employee 3
XX Payroll Check
10
Employee 1
Percentage
Payee Type
Payee Name
Issued
PreNote
Issued Date
Account
Name
Account
Type
Account
Number
Transit Code
Bank Name
Bank Branch
Employee 2
100
Employee 3
100
Checked
10-DEC-2001
Savings
Savings Account
3552523
23529
BofA
Dundas Branch
Employee 3
150
XXSimpson, Ms. Janice
Amount
Mary Martin
1300
Andrew Johnson
4000
Solution
1.
1. Navigate to the Batch Header window using the US Super HRMS Manager
responsibility:
(N) Mass Information eXchange: MIX > Batch Element Entry
2.
2.
Date Track to 01-Jan-2005 (this window is date effective not date tracked).
3.
3.
4.
4.
5.
5.
Select the Batch Control Action If Entry Exists Create New Entry checkbox.
6.
6.
7.
7.
8.
8.
9.
9.
If the bonus amount is the same amount for each employee, you can use the Defaults button
to create a template for replicating the information for each employee.
14. 14. Click the Defaults button.
15. 15. In the Reason field, select Merit.
16. 16. In the Amount field, enter 1300.
17. 17. Do not close the Batch Line Defaults window, instead, drag the Default window to the
side.
18. 18. Now, select each employee assignment and confirm or adjust the Amount as needed.
Employee
Assignment number
Amount
Mary Martin
1300
Andrew Johnson
4000
or
(N) FastPath > Element Entry (to skip the Assignment step)
27. 27. Date Track to 01-Jan-2005.
28. 28. From the Find Person window, in the Name field, select Johnson, Andrew XX.
29. 29. Click Assignment button.
30. 30. Click the Entries button.
31. 31. The Element Entries shows the BonusXX element generated by Batch Element Entry.
32. 32. Close the form.
30
Charles Bailey
30
Andrew Johnson
30
Solution
1.
1. Navigate to the Assignment Set window using the US Super HRMS Manager
responsibility:
(N) Payroll > Assignment Set
2.
2.
3.
3.
4.
4.
5.
5.
6.
6.
7.
7.
8.
8.
9.
9.
1. Navigate to the Batch Header window using the US Super HRMS Manager
responsibility:
(N) Mass Information eXchange: MIX > Batch Element Entry
2.
2.
3.
3.
4.
4.
5.
5.
Select the Batch Control Action If Entry Exists Create New Entry checkbox.
6.
6.
7.
7.
8.
8.
9.
9.
22. 22. If the status is valid, click the Process button and select Transfer, then click Start; if the
status is Error, you need to correct the element lines.
23. 23. Query your Batch Name to verify the Batch Status equals Transferred.
24. 24. Close the form.
Verify Batch Element Entry Results
1.
1. Navigate to the Element Entries window using the US Super HRMS Manager
responsibility:
(N) People > Enter and Maintain
or
(N) FastPath > Element Entry (to skip the Assignment step)
2.
2.
3.
3. From the Find Person window, in the Name field, select Johnson, Andrew XX, and
click Find.
4.
4.
5.
5.
6.
6. The Element Entries shows the XXUnitedWay element generated by Batch Element
Entry.
Solution
1.
1. Navigate to the Element and Distribution Set window using the US Super HRMS
Manager responsibility:
(N) Payroll > Element Set
2.
2.
3.
3.
4.
4.
5.
5.
6.
6.
7.
7.
8.
8.
In the Name field, select Time Entry Wages, and click OK.
9.
9.
10. 10. In the Name field, select Shift Diff Pay and click OK.
11. 11. Click the Include Element button.
12. 12. In the Name field, select Holiday Pay, and click OK.
13. 13. Save your work.
Hours
40
Holiday Pay
20
Multiple
1.5
17. 17. Click the Element Lines button to verify the element entries.
18. 18. Close the Batch Lines window.
19. 19. Click on the Process button and select Validate, then click Start.
20. 20. Query your Batch Name to verify the Batch Status is Valid.
21. 21. If the status is valid, click the Process button and select Transfer, then click Start. If the
status is Error, you need to correct the element lines.
22. 22. Query your Batch Name to verify the Batch Status is Transferred
Verify Batch Element Entry Results
23. 23. Navigate to the Element Entries window using the US Super HRMS Manager
responsibility:
(N) People > Enter and Maintain
or
(N) FastPath > Element Entry (to skip the Assignment step)
24. 24. Date Track to 01-Jan-2005.
25. 25. From the Find Person window, in the Name field, select Bailey, Charles XX, and click
Find.
26. 26. Click the Assignment button.
27. 27. Click the Entries button.
28. 28. The Element Entries shows the Time Entry Wages, Shift Diff Pay and Holiday Pay
elements generated by Batch Element Entry.
Solution
1.
1.
Navigate to the QuickPay window using the US Super HRMS Manager responsibility:
2.
3.
3. From the Find Person window, in the Name field, select Bailey, Charles XX, and click
Find.
4.
4.
5.
5.
6.
6.
7.
7.
8.
8.
9.
9.
1.
Navigate to the QuickPay window using the US Super HRMS Manager responsibility:
2.
3.
3. From the Find Person window, in the Name field, select Bailey, Charles XX, and click
Find.
4.
4.
5.
5.
6.
6.
7.
7.
8.
8.
9.
9.
Select Yes.
Solution
1.
1. Navigate to the Submit Request window using the US Super HRMS Manager
responsibility:
(N) Processes and Reports > Submit Processes and Reports
2.
2.
3.
3.
Click OK.
4.
4.
5.
5.
6.
6.
Click OK.
7.
7.
8.
8.
9.
9.
Click No.
1. Navigate to the Payroll Processes window using the US Super HRMS Manager
responsibility:
(N) View > Payroll Process Results
2.
2.
3.
3.
4.
4. Optionally, in the To field, select 1 2005 Semi-Month. If the From and To is the same
payroll period, you only need to enter the payroll period in the From field.
5.
5.
6.
6.
7.
7.
8.
8.
9.
9.
1. Navigate to the Element Entries window using the US Super HRMS Manager
responsibility:
(N) People > Enter and Maintain
or
(N) FastPath > Element Entry (to skip the Assignment step)
2.
2.
3.
3. From the Find Person window, in the Name field, select Johnson, Andrew XX, and
click Find.
4.
4.
5.
5.
6.
6.
7.
7.
8.
8.
9.
9.
1. Navigate to the Submit Request window using the US Super HRMS Manager
responsibility:
(N) Processes and Reports > Submit Processes and Reports
2.
2.
3.
3.
Click OK.
4.
4.
5.
5.
6.
6.
Click OK.
7.
7.
8.
8.
Click No.
9.
9.
Solution
1.
1. Navigate to the Submit Request window using the US Super HRMS Manager
responsibility:
(N) Processes and Reports > Submit Processes and Reports
2.
2.
3.
3.
Click OK.
4.
4.
5.
5.
6.
6.
Click OK.
7.
7.
8.
8.
9.
9.
Solution
1. 1. Navigate to the Submit Request window using the US Super HRMS Manager
responsibility:
(N) Processes and Reports > Submit Processes and Reports
2. 2. Select Single Request.
3. 3. Click OK.
4. 4. In the Name field, select Payroll Archive.
5. 5. Click in the Parameters field, and enter the following parameters:
Solution
1.
1. Navigate to the Submit Request window using the US Super HRMS Manager
responsibility:
(N) Processes and Reports > Submit Processes and Reports
2.
2.
3.
3.
Click OK.
4.
4.
5.
5.
6.
6.
Click OK.
7.
7.
8.
8.
9.
9.
Solution
1.
1. Navigate to the Submit Request window using the US Super HRMS Manager
responsibility:
(N) Processes and Reports > Submit Processes and Reports
2.
2.
3.
3.
Click OK.
4.
4.
5.
5.
6.
6.
Click OK.
7.
7.
8.
8.
9.
Navigate to the Requests window using the US Super HRMS Manager responsibility:
Solution
Review Cost Allocations
1.
1. Navigate to the Cost Allocations webpage using the US Super HRMS Manager
responsibility:
(N) People > Enter and Maintain
2.
2.
3.
3. From the Find Person window, in the Full Name field, select Bailey, Charles XX, and
click Find.
4.
4.
5.
5.
6.
6.
7.
7.
8.
8. Review the information for the Cost Allocation and Balancing Cost Allocation account
codes.
9.
9.
OR
Solution
1.
1. Navigate to the Submit Request window using the US Super HRMS Manager
responsibility:
(N) Processes and Reports > Submit Processes and Reports
2.
2.
3.
3.
Click OK.
4.
4.
In the Name field, select Federal and State Tax Remittance Report Manager.
5.
5. Click in the Parameters field, and enter applicable requirements in the parameter
window for each request.
6.
6.
7.
7.
8.
8.
9.
9.
Request Name
Request ID
Request ID
Request ID
Solution
Record the Check Number for the Employee
1. 1. Navigate to the Payroll Processes window using the US Super HRMS Manager
responsibility:
(N) View > Payroll Process Results
2. 2. In the Payroll field, select XX Semi-monthly Payroll.
3. 3. In the From field, select 1 2005 Semi-Month.
4. 4. Optionally, in the To field, select 1 2005 Semi-Month. If the From and To is the same
payroll period, you only need to enter the payroll period in the From field.
5. 5. Click the Find button.
6. 6. Place the cursor on the CheckWriter record.
7. 7. Click the Assignment Process button.
8. 8. Click on employee #2 (Bailey, Charles XX).
9. 9. Click the Payment button.
10. 10. Write down the check number _______________
11. 11. Write down the check id _____________________ generated by the system.
Void the Check
1. 1. Navigate to the Submit Request window using the US Super HRMS Manager
responsibility:
(N) Processes and Reports > Submit Processes and Reports
2. 2. Select Single Request.
3. 3. Click OK.
In the Start Check Number field, enter Charles Baileys check number.
In the End Check Number field, enter Charles Baileys check number.
Solution
View the Bonus Balance
1.
1. Navigate to the Employee Balances window using the US Super HRMS Manager
responsibility:
(N) View > Employee Balances
2.
2.
3.
3.
4.
4.
5.
5.
6.
6.
7.
7.
8.
8.
9.
9.
15. 15. Select Adjust Balance from the Navigation Options window.
16. 16. In the Element Name field, select BonusXX.
17. 17. In the Pay Value field, enter 100.
18. 18. In the Amount field, enter 100.
19. 19. Save your work.
20. 20. Close the form.
View the Tax Balances
21. 21. Navigate to the Employee Balances window using the US Super HRMS Manager
responsibility:
(N) View > Tax Balances
22. 22. Date Track to 31-Jan-2005.
23. 23. Query the employee.
24. 24. Click the Balances button.
25. 25. In the GRE field, select Vision Corporation.
26. 26. In the Tax Name, State, Locality, School District fields, select a value using List of
Values.
27. 27. Click the Get Balances button.
28. 28. Write down the Gross Month Balance ___________________
29. 29. Close the form.
Adjust the Withheld Tax Balance
30. 30. Navigate to the Tax Balances window using the US Super HRMS Manager
responsibility:
(N) People > Enter and Maintain
31. 31. Date Track to 31-Jan-2005.
32. 32. From the Find Person window, in the Name field, select your employee, and click Find.
33. 33. Click the Assignment button.
Solution
Defining Application User
1.
1.
2.
2.
Enter the user name as specified in the practice, prefixed with your group
identifier.
XXMARTIN
3.
3.
Enter the password for your user. Use Oracle as the initial password. Press tab.
Enter Oracle as the password again.
Security Group
Effective
Date
Standard
01-JAN-2001
Standard
01-JAN-2001
Standard
01-JAN-2001
6. 6. Click OK.
7. 7. Click the Submit button.
4. 4. In the To field, select 2 2005 Semi-Month Optionally, in the To field, select 1 2005 SemiMonth. If the From and To is the same payroll period, you only need to enter the payroll
period in the From field.
5. 5. Click the Find button.
6. 6. Place the cursor on the payroll run record.
7. 7. Click the Assignment Process button.
8. 8. Review the payroll information for each assignment.
9. 9. Close all windows to return to the Payroll Processes window.
Verify the Concurrent Requests (after Payroll Process)
10. 10. Navigate to the Requests window using the US Super HRMS Manager responsibility:
(M) View > Requests > (b) Find
11. 11. You can review reports submitted by the Payroll Process Workflow at this point.
Start the Pre-Payment Process Workflow
12. 12. Navigate to the Notifications window using the Workflow Web User (New)
responsibility.
13. 13. Select Self Service Workflow.
14. 14. Select Notifications.
15. 15. Click the Go button.
16. 16. Click on the Subject line Payroll Workflow Reports have completed. Requires
reply..
17. 17. Click the Continue button.
18. 18. Repeat the Verify Payroll Results, Verify Concurrent Requests and Start xxxx
Process Workflow until the complete payroll processing is complete.
Solution
Define an Assignment Set
1.
1. Navigate to the Assignment Set window using the US Super HRMS Manager
responsibility:
(N) Payroll > Assignment Set
2.
2.
3.
3.
4.
4.
5.
5.
6.
6.
7.
8.
8.
9.
9.
Current
Yes
1. Navigate to the Element and Distribution Set window using the US Super HRMS
Manager responsibility:
(N) Payroll > Element Set
2.
2.
3.
3.
4.
4.
5.
5.
6.
6.
7.
7.
8.
8.
9.
9.
1.
Navigate to the People form using the US Super HRMS Manager responsibility:
2.
From the Find Person window, select Martin, Mary XX, and click the Find button.
3.
3.
4.
4.
5.
5.
6.
6.
7.
7.
8.
8.
9.
9.
1. Navigate to the Submit Request window using the US Super HRMS Manager
responsibility:
(N) Processes and Reports > Submit Processes and Reports
2.
2.
3.
3.
Click OK.
4.
4.
5.
5.
Note: This date must be 1 day into the unprocessed pay period.
6.
6.
Click OK.
7.
7.
8.
8.
9.
9.
Select No.
1.
Navigate to the People form using the US Super HRMS Manager responsibility:
2.
From the Find Person window, select Martin, Mary XX, and click the Find button.
3.
3.
4.
4.
5.
5.
6.
6.
Select the Regular Salary element with the Retroactive checkbox checked.
7.
7.
8.
8.
9.
9.
Solution
Enable Dynamic Triggers
1.
1.
2.
3.
3.
Field
Value
Selected
Application
Payroll
Table Name
PAY_ELEMENT%
Field
Value
Selected
Selected
Selected
4.
4.
5.
5. Use the Down Arrow key (from the keyboard) to locate the Trigger Descriptions which
start with Continuous Calculation Trigger
6.
6.
7.
7.
8.
8.
9.
Value
Name
RetroPay
Reporting Name
RetroPay
Classification
Earnings
Category
Regular
Type
Nonrecurring
Calculation Rule
Flat Amount
Reprocess Type
Default Component
Retropay
Reprocess
Selected
Time Span To
Adjustment Type
Retropay Element
Start of Time
End of Time
Blank
Retro Salary
1.
Navigate to the People form using the US Super HRMS Manager responsibility:
2.
From the Find Person window, select Johnson, Andrew XX, and click the Find button.
3.
3.
4.
4.
5.
5.
6.
6.
7.
7.
8.
8.
9.
9.