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AGENDA
People
Assignment
Payroll/Compensation
People
Work Entries
Details
Employment
Work Pay
Links
OVERVIEW OF FLEXFIELDS
Descriptive Flexfields
Optional to set up or not
Additional fields in Apps tables in which you might want to store
additional info
Context Sensitive descriptive flexfields
Stored in Attribute1 to Attribute15 of the table (Max attributes is 30 but
only on certain forms)
OVERVIEW OF FLEX FIELDS
• Job - HR
• Position - HR
• Grade - HR
• Competencies - HR
• People Group - PAY
• Cost Allocation - PAY
• Bank Details - PAY
• Personal Analysis (Special Information Type) - HR
• Training Resources – OTA
HR – Human Resources, PAY – Payroll, OTA – Training Administration
JOB
Positions, like Jobs, are used to define employee roles within Oracle
Human Resources. Like Jobs, a Position is an optional component of
the Employee Assignment. However, unlike Jobs, a Position is defined
within a single Organization and belongs to it.
Positions are independent of the employees who are assigned to those
positions. You can record and report on information which is directly
related to a specific position rather than to the employee.
A POSITION (POS) is a specific occurrence of one’s job fixed within an organization (e.g.,
represents a specific ‘role’ or slot in the organization). For example, the position ‘Finance
Manager’ would be an instance of the job ‘Manager’ in the ‘Finance’ organization. The
position belongs to the organization of ‘Finance’. There may be one-to-many incumbents in
this position or none. A position can have a pre-defined position hierarchy to show reporting
lines. A position will normally define the type or work to be performed by the incumbent or
incumbents holding the position. In some companies, position may be shared by more than
one employee; also, an employee may occupy more than one position. Generally positions are
subject to change with frequent additions and expirations, creating significant maintenance.
Positions are normally used in role-based enterprise structures where clearly defined rules
largely determine the ways employees work, and the compensation and benefits they receive.
GRADE
Competencies
People Group
The People Group flexfield lets you add your own key information to the
Employee Assignment. You use each segment to define the different
groups of employees which exist within your own enterprise.
These may be groups which are not identified by your definitions of
other Work Structures.
COST ALLOCATION
Cost Allocation
You must be able to get information on labor costs from your payrolls,
and send this information to other systems. Payroll costs must of course
go to the general ledger. Additionally, you may need to send them to labor
distribution or project management systems.
The Cost Allocation Flexfield lets you record, accumulate and report your
payroll costs in a way which meets the needs of your enterprise.
BANK DETAILS
Bank Details
The Personal Analysis Key Flex field lets you add any number of Special
Information Types for people. Each Special Information Type is defined as a
separate flex field structure for the Personal Analysis Flex field.
Some common types of information you might want to hold are:
– Passport Details.
– Labour Card Details.
Each structure can have up to 30 different segments of information.
TRAINING RESOURCES
Training Resources
Business Group
Position Job
Grade
WORK STRUCTURES
In Oracle HR, work structures are used to define the work related
entities like organization structure, jobs, positions, grades, reporting
structures etc.
The work structures provide the framework for defining the work
assignments of your employees. The work structure defined in
Oracle HR is one integrated set of work structure for all other HR
suite of applications.
These include:
Enterprise / Employer structure e.g. Business Group and legal entities
Work roles for employees e.g. Jobs and position
Grade structures & pay scales
WORK STRUCTURES
Work Structure
Structure
KFF
Organization
Job
KFF
Location
Valid Grades
DFF KFF
Position
Location is independent.
Organization is associated to Location.
Job is independent.
Position is always associated to a Job and an Organization.
Grade can be associated to both Job and Position to identify the
valid grades.
The top most organizational unit in the organization hierarchy that is set up
in an enterprise is called Business Group.
A Business Group (BG) defines a complete set of data for operations and
processing
In Oracle HRMS, each physical site where the employees work is set up as a
Location.
Global Locations : These are available in all Business Groups.
Business Group Locations : These can only be used in one Business Group.
These include
Companies
Departments / Divisions
Management groups
Navigation: Work Structures Organization Description
WS – JOB
Direct
Use Grade rates
Max, Min and mid-point values
Indirect
Use pay scales
Progression points and values
Grade steps and increments
Navigation: Work Structures Grade Grade Rate
DATE TRACKING
Hired
Relocated
Promoted
Today
Assignment
Grade
Job (Grade Step)
Payroll
Position People Group
(Salary Admin)
PEOPLE
Enter & Maintain information about any person associated with the
enterprise
Assignment information:
When the employee record is saved, a default assignment record is automatically
created with default values, this needs to be updated with actual assignment
details.
In Oracle HR, the assignment places the employees within the enterprise work
structure i.e. the organization for which they work, their role, grade, location, and so
on. The changes to the assignment information for an employee are automatically
captured as work history.
Assignments can also be used to identify major employee groups within the
enterprise for management, reporting and for compensation & benefits planning
and administration
Define a Payroll
Run a Payroll
Within these payment method types, you can define as many payment
methods as you require for your enterprise.
Payment Methods
BACS
Cheque
Cash
Third party
Navigation: Payroll Payment Methods
CREATING A PAYROLL
Set your effective date to a date early enough to handle any historical information
you want to enter.
Your effective date must be on or before the first period start date of the payroll
calendar.
Enter the payroll’s name and select its period type from the list of values.
Enter the end date of the payroll’s first period, and the number of years for which the
system should initially generate the payroll’s calendar. You can increase this number
later to generate additional years.
Creating a Payroll (Cont….)
• Enter any date offsets you require for the payroll. Offsets are calculated from the
last day of the payroll period. your choice can be between a negative integer,
such as -2, and zero
• Select a default payment method for employees who have no valid personal
payment method
• Select a default consolidation set for this payroll. One consolidation set is
created automatically when you define your Business Group
• 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
flex field.
Navigation: Payroll Description
Navigation: Payroll Description Period Dates
Navigation: Payroll Description Valid Payment Methods
Payroll Design Methodology
Elements
Balances
Compensation
Taxation Benefit Plans OTL
Plans
1. Classification 1. Payroll
2. Input Values 2. HR Organization
3. Pay Value Link 3. Job
4. Recurring / Non 4. Position
5. Termination Rule 5. People Group
6. Skip Rule 6. Location
7. Frequency Rule 7. Salary Basis
Assignment 8. Costing
Element: Overview
All types of earnings, deductions, employer charges, and non payroll payments
that go through the payroll are called elements.
Eg. Salary, Wages,Bonus, Holiday, Health Insurance,Education and Training,
Pension Benefits, Union, Company Car, Tools and Equipment, Compensation
and Benefit Types
You can also define elements to represent direct payments to employees that are
not part of their pay (such as expense reimbursements) or employer payments
on behalf of employees (such as pension contributions).
• Set your effective date early enough to handle any historical element entries you
want to make.
• Enter a unique name, reporting name, and description for the element. The
reporting name is a short identifier for reports and pay slips. If you do not enter a
reporting name the system will automatically use the first six characters of the
element name.
• Primary Classifications
Primary element classifications are supplied as startup data, and you cannot
delete or update them as they are designed to meet local legislative requirements.
e.g.
– Earnings Direct Payment
– Pre-Tax Deductions Voluntary Deductions
– NI PAYE
– Court Orders Employer Charges
– Information Balance Initialization
Navigation: Compensation & Benefits Element Description
DEFINING ELEMENT (CONT…)
Processing Types
A processing type is either Recurring or Nonrecurring.
Some entries are relevant to one pay period only, while others represent
payments to be made every pay period.
For example, when you enter salary for an employee you probably expect to
continue payment of this until you change or end the entry. In contrast, you
would probably expect an entry of overtime hours to be dealt with as a single
payment in the period in which it is entered.
When you define an element in Oracle HRMS, you specify whether its entries
are recurring or nonrecurring.
Recurring —every pay period
Non-recurring —single pay period
DEFINING ELEMENT (CONT…)
Termination Rules
The element termination rule will determine how entries of the element are
processed after an employee has been terminated.
Before selecting a termination rule you need to remember that it is only the
element entries that exist on the pay period end date that will be processed.
In this window there are a number of date fields which can be entered, in
particular:
Actual
Final Process
Last Standard Process.
The dates entered in these fields control how an element entry will behave
when the employee is terminated
DEFINING ELEMENT (CONT…)
Adjustment Only Select this to use the element only for creating
balance adjustments.
Third Party Select this to use the element only for creating
Payments third party payments.
DEFINING ELEMENT (CONT…)
Processing Priority
The processing priority of an element affects the order in which elements are
processed. The lower the number the earlier the element entry will be
processed.
If you want to determine the order in which the element processes within its
classification range, you can overwrite the default priority number in the
Priority field.
• You decide which values you want to record and what limits, or
validation, to apply to those values.
Set your effective date early enough to handle any historical element entries
you want to make.
Enter or query the element in the Element window and choose the Input Values
button.
Enter the name of the first input value. Remember that if you want to define a
pay value, you must name it Pay Value.
Select the unit type of your input value (money, hours, character, date, number,
or time). A Pay Value must have the unit type Money if the element is in a
payments type classification.
Navigation: Compensation & Benefits Element Description
Input Values
DEFINING ELEMENT INPUT VALUES (CONT…)
You can use the Sequence field to change the order in which the input values
appear in the Element Entries window.
Select the Required check box if all entries of the element must have a value
for this input.
Select the User Enterable check box if users can enter a value for this input.
Clear it if you want to ensure that the default value is entered for all
employees.
Select the Database Item check box if the value can be used as a Database
Item in formulas or Quick Paint inquiries.
ELEMENT LINKS : OVERVIEW
In both cases you are dealing with similar type of compensation, but the
rules that govern actual values, as well as eligibility and review, are different.
In Oracle HRMS we define these rules using element links.
ELEMENT LINKS : OVERVIEW (CONT…)
Element Links
Organizations
Salary Wages
Locations
Bonus
Jobs
Perks Payrolls
Groups
Holidays
Employment Categories
Salary Bases
Navigation: Compensation & Benefits Link
DEFINING ELEMENT LINKS
Set your effective date to the date you want the eligibility criteria to come into
effect.
In the Element Name field, select the Element for which you are defining a
link.
Check the Standard check box if you want all employees who are made
eligible by the link to receive the element automatically.
You can only create a standard link if the element is recurring and multiple
entries are not allowed by the element definition.
In the Eligibility Criteria region, select the assignment components that
constitute this eligibility rule. If you want to link to all employees, do not enter
any eligibility criteria.
You can link to all payrolls or to a specific payroll.
DEFINING ELEMENT LINK (CONT..)
• You can add or change age or length of service condition for the
eligibility group.
• System checks these conditions when you make an entry to the element.
If the employee does not meet the qualifying conditions, a warning is
displayed.
DEFINING SALARY BASIS : OVERVIEW
• Once a salary element is created, you can define a salary basis allowing the
use of the salary administration window to enter and validate a salary.
• The salary basis establishes the duration for which a salary is quoted, e.g.
hourly, monthly or annually.
• An employee’s salary basis is not necessarily the same as the pay periods of
his/her payroll. An employee with an hourly pay rate has the salary basis
Hourly salary, but can have an assignment to a weekly payroll.
• You can associate an element with one salary basis. When an element is
associated with a salary basis, you can not create or maintain entries for the
element on the element entries window. You must use the Salary
Administration window to enter and maintain employee salaries.
Navigation: Work Structures Salary Basis
DEFINING SALARY BASIS (CONT...)
Element entries will exist in a pay period because they have either been manually
or automatically entered.
Automatic Element Entries:
– Entries can be made automatically when an employee satisfies the eligibility criteria of the
standard element link that was created for the element. e.g. by Salary administration, Elements
with standard links, PAYE details etc.
• You can use the Batch Header and Batch Lines window of MIX’s BEE
(Batch Element Entry) facility for rapid entry of batches of information
held as element entries. This information might include compensation
information, timecard data etc.
• You can enter defaults for any value to speed up data entry, and can
change the defaults as you work through batch.
PAYROLL LIFE CYCLE
• Before you start a payroll run, you must first define the payroll you want
to use.
• You may also need to make changes to replace a calculated amount, add
or subtract from a calculated amount.
• You can also define element sets, or define an assignment set, if you want
to process a group of employee at a different time.
1. Organizational Payment
Method
2. Personal Payment Method