Professional Documents
Culture Documents
Solution
Version: 1.0
Date: 20-Oct-2011
HRMS Capability
Innovate.....Create....Collaborate
Agenda
HRMS Data Migration Solution
Purpose of this presentation is to provide step by
step overview and solution for Payroll Setup in
HRMS space. This presentation would act as a guide
to HRMS and non HRMS technical/ Functional
consultant through DM concerning oracle HRMS.
This presentation would also act as reference for
PMs.
Presales team can also consider it as
reference point for future bids. Intended Audience
for this presentation is Technical/ Functional
Why
Is it Needed
consultant,
PM and Presales team.
Few Modules in Oracle HRMS need niche skills and
lack of that creates a GAP. This document aims at
bridging that GAP. This document also aims at
bringing all that is required under one umbrella.
Click
Note: To enable the hyperlinks, please view the power point in the
presentation mode.
User
Functions
Menus
Responsibilities
Business Group
Packages with all required functions for
fast formulas
Step
Consolidation Set
Payment Methods
Payroll Description
Element Description
Salary Basis
Element Link
Global Value
Formula Function
10
Balances
11
Fast formula
12
Formula Results
13
Assignment Set
14
Element Set
Methodology
Consolidation Set
The consolidation set is used for consolidating the result of
various payrolls and post payroll processes.
Navigation: HRMS ManagerPayrollConsolidation Set
Enter a relevant name, Save the data and close the form
Payment Method
Enter a name for the Payment method, and select its type.
Navigation: HRMS ManagerPayrollPayment method
Payroll Description
Navigation: HRMS ManagerPayrollDescription
Payroll Setup
Enter the name of the Payroll and select a Period Type i.e. Calendar
month, Week, Year etc.
Enter the date offset:
The Check Date, sometimes called Pay Date, is the date of
constructive receipt of pay, on which paychecks become
negotiable.
The Scheduled Run Date is the date scheduled for the Regular
run of this payroll each period.
The Cut Off date, included for your reference, is the final date
for entering or changing payroll information before a run.
A pay slip offset, reckoned from the completion date for your
payroll processes is always a positive number to enable you to
prevent employees from viewing pay slips before
Check the Negative Payment Allowed check box if you want the PrePayments process to include negative payments. If you leave the box
unchecked, the Pre-Payments process ignores negative payments.
Choose the Period Dates button to view the calendar generated for
your payroll.
In the Period Dates window:
You can view the default offset dates for every period, and you
can manually override any of these dates in any record.
You can change the payroll's default Open status in any period to
Closed to prevent further element entries.
You can also reopen the period if necessary
Choose the Valid Payment Methods button to add valid payment
methods for this payroll
Element Description
Navigation: HRMS ManagerTotal CompensationBasic
Element Description
Element Setup
Salary Basis
Salary basis is the duration for which the salary is quoted, for example,
hourly, monthly or annually.
Navigation: HRMS ManagerTotal CompensationBasic Salary
Basis
Enter the name of the salary basis and select basis.
Select the name of the salary element and the input value associated
with this salary basis.
Element Link
Navigation: HRMS ManagerTotal CompensationBasic
Link
Define the element link and provide eligibility criteria for the
element
Formula Function
Balances
Define Balance for elements you need to maintain carry-over values.
For example, Leave, Gratuity etc.
Navigation:
Balance
HRMS
ManagerTotal
CompensationBasic
Balances Cont.
Enter the name , reporting name and provide the feeds and dimensions as
required.
Fast Formula
Define fast formula to incorporate all the calculation rules specific to
company rules.
Enter the name, type and description of the formula
Navigation: HRMS ManagerTotal CompensationBasic Write
Formula
Formula Results
Define rules for formula results.
Use the Formula Result Rules window to associate one or more formula
processing rules with an element.
Navigation: HRMS
Formula Results
ManagerTotal
CompensationBasic
Assignment Set
Use Assignment Sets to group the employees to include/exclude them
from a payroll run.
Navigation: HRMS ManagerPayroll Assignment Set
Assignment
Set
by
Including
or
Excluding
Element Set
Enter a unique name for the set and select the type: Distribution, Run,
or Customization
Navigation: HRMS ManagerPayroll Element Set