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Oracle HRMS Functional Document
Oracle Payroll Setup
Part 32
This Document is created only for Class Room Training
Purpose
By
Regintala Chandra Sekhar
[email protected]
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A Business Group (BG) holds information about the components of
work structures such as jobs, grades and positions. At the BG level
we set up the legislative rules, terms of employment, remuneration
policies and employee work patterns. Oracle HRMS provides the
flexibility to define enterprise the following four basic
configurations models, 1. A single operating company in one
country. 2. A single operating company in multiple countries. 3.
Multiple operating companies in one country. 4. Multiple operating
companies in multiple countries The major reason for creating many
business groups is that you enterprise is present in many
countries. The other reasons for creation of more than one BG are:-
1. During acquisitions or mergers there is a need to manage
separate structures and processed during a transition phase. 2. To
keep a copy of your live system with example records for training
or testing purposes 3. You are a holding company with a number of
subsidiary companies and each subsidiary has its own structures,
employees, and compensation and benefit policies. Process of setup
of Business Group 1. Select System Administrator responsibility 2.
Define required responsibilities (N: security -> responsibility
-> define) 3. Define user and assign responsibilities to the
user (N: Security -> user -> define) 4. Select GL
Responsibility 5. Define accounting flex field (N: setup ->
financial -> flex field -> key -> segments) 6. Give values
for your segments (Setup -> financial -> flex field -> key
-> values) 7. Define Currency (N: setup -> Currencies ->
define) 8. Define Calendar (N: Setup -> financial -> calendar
-> Type/Accounting) 9. Create Ledger (N: Setup -> financial
-> book -> define) 10. Select HRMS responsibility 11. Define
a location (N: Work Structure->Location) 12. Define a Business
Group (N: Works Structure->organization->description) 13. Set
the following Profile Options to all your responsibilities HR:
Security HR: Business Group HR: User Type GL: Ledger Name 14.
Select Inventory responsibility 15. Create legal entity (N: Setup
-> organizations -> organizations) 16. Create Operating unit
(N: Setup -> organizations -> organizations) 17. Set Profile
option MO: Operating unit for all responsibilities 18. Create Work
day calendar 19. Create Inventory Organization (N: Setup ->
organizations -> organizations) 20. Select sysadmin
responsibility and run replicate seed data program.
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Set the System Date: 01-Jan-2013 Select System Administrator
responsibility 1. Define required responsibilities (Nav: Security
Responsibility Define) Name: Skylark Groups Pvt Ltd
Set the Profile Options: Date Track Reminder for the
Responsibility Step 1: Nav: System AdminProfileSystem Profile
value
2. Define user and assign responsibilities to the user (N:
Security -> user -> define) Name: SKYLARK
Navigation Path
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Login from your user
Values Set: Value set is primarily a container for your values;
you define your value set such that it can control the types of
values that are allowed into the value set (either predefined or
non-validated). You can specify the format of your values. -Values
for the Value Sets, we are defining will be kept in the Oracle
Application Object Library tables. Types of Value sets: 1)
Character, 2) Number, 3) Time, 4) Standard Date, Standard Date Time
Date, 5) Date Time
Note: When creating value sets using the date format, use the
format types Standard Date and Standard Date Time. Validation Types
for a value set:
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Define the Values Set for the Job: Name: SKY_JOB_DEPT_VS
Validation Type: Independent
And Assign the List of Values to it Nav:
Application->Validation->Values
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Dependent Values Set:
Same like Independent Value Set, except the List of Values shown
to you will depends on which the Independent value you have
selected in the Prior Segment
Must define your independent value set before you define the
dependent value set that depends on it Name: SKY_JOB_NAME_VS
Save it and Click on the Edit Information:
Creation List of Values for the Dependent Values:
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1. Corporation:
2. Click on the CORP column and press down key you will find the
other three Departments Enter FIN Department Details
3. Next HR Department
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4. Next IT Department
Position: SKY_POS_NAME_VS
Values Set for People Group Flexfield: Name:
SKY_PEO_GRP_UNI_TYP_VS
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Assign the List of Values for the People Group
Grade: SKY_GRADE_NAME
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Assign the List of Values for the Grade
Creation of Key Flexfields The Key Flexfield Structures must be
defined before defining the Business Group in Oracle HRMS. For each
key flexfield, the following must be defined:
o Structure Name o Flexfield segment names, order, validation
options and qualifiers o Flexfield value sets.
1. Define JOB:
Jobs are meant to describe the duties someone performs, e.g.
Engineer, Accountant, and Manager.
Name: SKY_JOB_NAME
Click on Allow Dynamic Insert and Freeze flexfield Definition
and Compile it
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2. Define the Position: Positions are meant to describe specific
instances of that job, e.g. Trainee Engineer, Senior Cost
Accountant, Sales Manager. In other words, Positions are subsets of
Jobs. Click on Open Button uncheck the required check box so that
it will not show as be mandatory
Name: Sky_Position_FF
Note: Click on Allow Dynamic Insert and Freeze flexfield
Definition and Compile it (see the above fig. Job)
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3. Define Grade: Grades are used to represent status of
employees within an enterprise, or Work Group. They are also used
as the basis of many compensation and Benefits Policies. Grades can
be set up against either a Job or a Position Name: SKY_GRADE_FF
Note: Click on Allow Dynamic Insert and Freeze flexfield
Definition and Compile it (see the above fig. Job)
4. Define Competency: Define a structure for your competency
flexfield which contains the segments you want to use for your
Business Group. You will use this structure to enter competency
details for Human Resource, i-Recruitment and Oracle Training
Name: SKY_COMPETENCE_FF
Note: Click on Allow Dynamic Insert and Freeze flexfield
Definition and Compile it (see the above fig. Job)
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5. Define People Group Flexfield: Define the Structure for your
People Group Flexfield which contains the segments you want to use
for
your Business Group. Name: SKY_PEOPLE_Grp_FF
Note: Click on Allow Dynamic Insert and Freeze flexfield
Definition and Compile it (see the above fig. Job)
6. Define Cost Allocation Flexfield:
Cost allocation FF is used to map the Accounting FF and GL
mapping will be done. If you plan to transfer costing information
to Oracle General Ledger, you should set up at least one segment of
the Cost Allocation key flexfield that maps onto segments of the
Oracle General Ledger Accounting key flexfield.
Name: SKY_COST_AllOC_FF Cost Allocation: Qualifier: Click on the
a. Company : QF: Balancing, Assignment, Element, Organization,
Payroll b. Account : QF: Balancing, Element, Payroll c. Department
: QF: Balancing, Assignment d. Interdepartmental : QF: Balancing,
Organization, Payroll e. Product : QF: Balancing, Organization
Click on the Flexfield Qualifiers:
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a. Place your curser on company and click flexfield qualifier
and check the box
b. Place your curser on Accounts and click flexfield qualifier
and check the box
c. Place your curser on Department and click flexfield qualifier
and check the box
d. Place your curser on Interdepartmental and click flexfield
qualifier and check the box Interdepartmental : QF: Balancing,
Organization, Payroll
e. Place your curser on Product and click flexfield qualifier
and check the box Product : QF: Balancing, Organization Note: Click
on Allow Dynamic Insert and Freeze flexfield Definition and Compile
it (see the above fig. Job)
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We have other Key flexfield I will explain it later a. Bank
Details b. Soft Code c. Personal Analysis Key flexfield
Creation of Descriptive Flexfield Descriptive Flexfield is used
to just capture extra information. You can define two types of
descriptive Flexfield segments: Global Segments: Segments always
appear in the flexfield window Context Sensitive Segments: Segment
appears only when a defined context exists.
a. Additional Personal Details: We have to query the Existing
One and Assign the New One
(Add%Person%Details%) make sure till you get Additional Personal
Details
b. Additional Assignment Details
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c. Add'l Salary Admin. Details: Just Check the It is Freeze or
Not
Define the Lookup Types and Values Lookups are predefined list
of Values with Validation Rules for specific segments System All
values in the list are predefined by Oracle Extensible Some
predefined values are provided You can add values to the list User
Define new lookup types to validate fields you define during the
implementation process Flexfield segments Element Input Values
Example:
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Define the Work Location: Ans Locations are the actual work
sites of your employees Internal addresses External addresses for
tax authorities, agencies, etc. Shared across business groups or
specific to one Check the Start Date first. Change to your BG
Responsibility Name: SKYLARK HEADOFFICE
Adapt the Business Group A Business Group is a special class of
Organization. Every business group can have its own set of default
values, with its own internal organizations, Grades, Jobs,
Positions, Payrolls, employees, applicants, compensations and
Benefits In Oracle EBS, Business Group holds the employee
information. If there is a Group of Companies and they all are
using a single instance of Oracle Apps then every employee in each
company will be defined at BG level. Each employee will then be
assigned a responsibility. That responsibility determines which
company that employee belongs to and what type of transaction can
be carried out. When a fresh EBS instance is installed it has a
Default Business Group namely Setup Business Group.
NAME: SKYLARK GROUPS PVT LTD
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a. Business Group Information:
Setting up the Security Profile for Business Group: i.
HR:Cross/Business Group as yes/no, if yes. Then user can access
data from other Business group too.
ii.HR:Security Profile
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3. HR: User Type : HR with Payroll
Optional
4. Date Track Reminder: Always pop warning window 5. HR:
National Identifier Validation 6. HR: NI Unique Error or
Warning
7. MO:Operating Unit, if Multi Org is set up for a BG then this
is mandatory to setup ow optional Profile Option provides the
flexibility to the oracle application; they are acting like a
global variables .It eliminates the need to hard code the logic.
Let me give you one example:-An organization have two departments
say D1 and D2.We want Manager of D1 cannot view the employees of D2
and vice versa. Then we will set the profile options 8.
MO:Department name or the organization name against the profile
option
B. Query your BG and enter Tax Reference Details Nav: BG
RespWork Structure Organizationfind SKYLARK GROUPS PVT LTD
Creation of Units Creation of Legal Entity: GRE Type: GRE
(India, USA) Creation of Operating Units: OP Type: Operating Units
(Andhra Pradesh or Mumbai, NY or NJ) Creation of Inventory
Organization: Type: (Hyderabad or Vijay Wada, New city or New
Jersey)
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Define the GRE: Government Reporting
Define the Operating Units: Operating Unit (OU) comes under a
ledger with a legal context. Legal Context is referred to as the
Legal entity to which it is attached. The purpose of an operating
unit is to segregate or separate subledger transactions. A legal
entity having different branches in Pakistan can treat each branch
an operating unit Name: Sky_Operating_Unit
A. Click Others and select Operating Unit information
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Creation of Payment Methods
a. Cheque Method: Cheque Method ENABLE THE FOLLWING Note: Your
System Administrator can enable the HR: Default Check/Cheque Number
Method profile which enables you to use the automatic check/cheque
numbering process.
b.BACS Method: it is used to transfer the Salary to Bank Account
Name: Bank Payments
Click on Others you will find the BACS Details
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Creation of Earning Element: Name: Gross Pay
Define Salary Basis On what basis we have to pay his salary like
Hourly, Monthly, Period Salary, Annually Salary Name:
Monthly_Salary
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Define Payroll: Payroll refers to the amount paid to employees
for services they provided during a certain period of time Name:
Monthly_Payroll
a. Statutory Information:
b. Click on Valid Payment Methods
c. Link the above created Gross Pay to Payroll (Nav: Total
CompenBasicLink)
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GL Mapping
It is an important process because after the payroll run we have
to transfer the accounts to GL and in OTL we will run a process
called Transfer from OTL to GL
Query your monthly payroll and link the Segments
a. Creating a Employee for the Business Group
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b. Click on Address and Enter all the Necessary information in
the fields and Click on Assignments
c.Click on Salary Add and Add his salary
d.Enter the Pay Method for the Employee: Click on Others
Payments
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e. Cheque Method:
f. Bank Transfer
g. Running the Payroll for the Month: Submit a Request
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Enter Payroll Run for UK and select the following Parameter
a. Payroll Run for UK
b. Prepayments:
c. Cheque Writer Process
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d. Magnetic Transfer:
e. View the Run Results:
f. Click on Assignments Process
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g. Click on SOE Report
Thank You....
Regintala Chandra Sekhar
You can get more documents on my blogger:
http://ora17hr.blogspot.com
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