oracle apps hrms payroll tutorial

Payroll BalancesPayroll Balances

Release 11i Release 11i

ObjectivesObjectives

At the end of this unit you should be able to:

• Explain Balances in Oracle Payroll

• Define User Balances

• Create Balance Feeds

At the end of this unit you should be able to:

OverviewOverview

This Unit covers Payroll Balances in Oracle HRMS within the framework of Total Compensation Elements Setup for Payroll (U.S.)

Understanding Balances in Oracle Payroll Understanding Balances in Oracle Payroll

Release 11iRelease 11i

At the end of this lesson you should know about:

• User Defined Balances

• Balance Feeds

At the end of this lesson you should know about:

• Balance Feeds

OverviewOverview

• When you initiate an Earnings Type or Deduction, balances and balance feeds are generated automatically

• You can modify these generated components and define new balances

• When you initiate an Earnings Type or Deduction, balances and balance feeds are generated automatically

• You can modify these generated components and define new balances

OverviewOverview

• Balances show the positive or negative accumulation of values over a period of time

• They are maintained by payroll runs and hold pay values or other related values such as hours worked and numbers of employees

• Balances show the positive or negative accumulation of values over a period of time

• They are maintained by payroll runs and hold pay values or other related values such as hours worked and numbers of employees

Startup BalancesStartup Balances

• Are put in place by localization teams

• Are mainly legislative, that is, they reflect the tax legislation of the country where your enterprise is located

• Are put in place by localization teams

• Are mainly legislative, that is, they reflect the tax legislation of the country where your enterprise is located

1JanuaryJanuary

January

Startup BalancesStartup Balances

Startup balances accumulate over standard periods of time such as a payroll period, a quarter, or a yearStartup balances accumulate over standard periods of time such as a payroll period, a quarter, or a year

User Defined BalancesUser Defined Balances

Defined in the Balance window to meet your particular additional requirements Defined in the Balance window to meet your particular additional requirements

Startup balances are mainly legislative. Startup balances are mainly legislative.

True or False True or False

False False TrueTrue

Polling Question Polling Question

Startup balances are mainly legislative. Startup balances are mainly legislative.

TrueTrue

AnswerAnswer

Balance LevelsBalance Levels

Balances can be held at assignment level or person level in enterprises where employees can have multiple assignments

Balance DimensionsBalance Dimensions

Balance Dimensions indicate the time span over which balances accumulateBalance Dimensions indicate the time span over which balances accumulate

RunRun

RunRun PeriodPeriod QuarterQuarter

YearYear UserUser

• Balance Dimensions specify to the system how long to sum a balance and this information can be accessed by formulas and reports

• Most balance dimensions apply to assignment level balances

• Balance Dimensions specify to the system how long to sum a balance and this information can be accessed by formulas and reports

• Most balance dimensions apply to assignment level balances

1JanuaryJanuary

January

Balance DimensionsExamples

• Sum this balance since start of year

• Sum this balance since start of period

• Sum this balance for a GRE for the quarter (QTD)

• Sum this balance since start of year

• Sum this balance since start of period

• Sum this balance for a GRE for the quarter (QTD)

Defined BalanceDefined Balance

Gross_Earnings_Person_YTDGross_Earnings_Person_YTD

RootRoot

LevelLevel

DimensionDimension

A balance type with its dimensionA balance type with its dimension

Database

Accessing a Balance in a FormulaAccessing a Balance in a Formula

When you create a balance the system automatically creates a dynamic database item for itWhen you create a balance the system automatically creates a dynamic database item for it

A. … accumulated balances

B. … the assignment in which balances accumulate

C. … the date on which balances accumulate

D. … the time span over which balances accumulate

Balance dimensions indicate ...Balance dimensions indicate ...

Answer Answer

How to Feed a BalanceHow to Feed a Balance

You can select elements to feed a balance by:

• Selecting a primary classification

• Selecting an individual element

You can select elements to feed a balance by:

• Selecting a primary classification

• Selecting an individual element

Element Element Element

Classification

Balance

Creating Feeds Using Element Classification

You can use element classifications to create balance feeds for whole categories of elementsYou can use element classifications to create balance feeds for whole categories of elements

Earnings Element

PrimaryClassification

Balance

Creating Feeds Using Element Classification

For example:

• If a balance is fed by the Earnings classification, all elements defined with Earnings as their primary classification feed this balance automatically

For example:

• If a balance is fed by the Earnings classification, all elements defined with Earnings as their primary classification feed this balance automatically

Element

Balance

Creating Individual Balance FeedsCreating Individual Balance Feeds

You can create balance feeds from individual elements for balances that are not already fed by element classifications

BalanceBalance

Balance

Balance Balance

Element

There is no limit on how many balances an element can feed There is no limit on how many balances an element can feed

For example:

• An element may feed one or more balances by virtue of its primary classification, and one or more further balances by virtue of its individually created balance feeds

• The same balance can be fed by more than one element classification or, alternatively, by more than one individually created balance feed

For example:

• An element may feed one or more balances by virtue of its primary classification, and one or more further balances by virtue of its individually created balance feeds

• The same balance can be fed by more than one element classification or, alternatively, by more than one individually created balance feed

There is a limit on how many balances an element can feed.

False False TrueTrue

There is a limit on how many balances an element can feed.

False False

Answer Answer

SummarySummary

In this lesson, you should have learned about:

• Balance Feeds

In this lesson, you should have learned about:

• Balance Feeds

Defining User BalancesDefining User Balances

Release 11iRelease 11i

At the end this lesson, you should be able to:

• Define a Balance

At the end this lesson, you should be able to:

Dimensions

OverviewOverview

Defining a balance includes defining its feeds and dimensionsDefining a balance includes defining its feeds and dimensions

Balance

ElementInput Values

ElementClassifications

OverviewOverview

When you select feeds for the balance, you have a choice between specifying element input values directly ….

Balance

ElementInput Values

OverviewOverview

…or selecting element classifications to control balance feeds …or selecting element classifications to control balance feeds

Balance

ElementInput Values

OverviewOverview

You cannot choose both methods together to feed a balance You cannot choose both methods together to feed a balance

User Defined BalancesUser Defined Balances

Defined in the Balance window to meet your particular additional requirements Defined in the Balance window to meet your particular additional requirements

• Balance dimensions are predefined and you can select any number of them for your own user balances

• You cannot delete or change the dimensions that are part of predefined legislative balances

– They support legislative formulas and standard reports

• Balance dimensions are predefined and you can select any number of them for your own user balances

• You cannot delete or change the dimensions that are part of predefined legislative balances

– They support legislative formulas and standard reports

Balance FeedsBalance Feeds

• Balances are fed by input values of elements either by adding to or subtracting from the balance

• There are two ways that balances can be fed:

– By individual element input values

– By element classification

• Balances are fed by input values of elements either by adding to or subtracting from the balance

• There are two ways that balances can be fed:

– By individual element input values

– By element classification

• You create balance feeds for element classifications in either of the following windows:

– Balance Feeds window of the Element form

– Balance Feeds window of the Balance form

• You create balance feeds for element classifications in either of the following windows:

– Balance Feeds window of the Element form

– Balance Feeds window of the Balance form

The window to use depends on whether you want to create feeds from more than one element to a single balance, or feeds from one element to more than one balance

Requirement

Balance feeds from one element to more than onebalance

Balance feeds from more than one element to onebalance

Balance feed from one element to one balance

Form to Use

Element

Balance

Balance or Element

Instructor Demonstration 2-aInstructor Demonstration 2-a

The purpose of this demonstration is to show how to review generated balances and balance feeds. Observe as your instructor demonstrates.

Practice 2-aPractice 2-a

Following the Instructor demonstration, review the balances and balance feeds generated for the xx Yearly Bonus earnings type.

Navigate to the Balance window in US Super HRMS Manager Responsibility:Navigate to the Balance window in US Super HRMS Manager Responsibility:

(N) Total Compensation > Basic > Balance(N) Total Compensation > Basic > Balance

Practice 2-aNavigation Path

SummarySummary

In this lesson, you should have learned how to:

Unit SummaryUnit Summary

In this unit, you should have learned how to:

oracle apps hrms payroll tutorial

copyright oracle corporation

create balance feeds

balance feeds

balance window

rights reserved

element classifications

element classification

startup balances

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