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Copyright Oracle Corporation, 2000. All rights reserved.®
Payroll BalancesPayroll Balances
Release 11i Release 11i
Copyright Oracle Corporation, 2000. All rights reserved.®
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:
• Explain Balances in Oracle Payroll
• Define User Balances
• Create Balance Feeds
Copyright Oracle Corporation, 2000. All rights reserved.®
OverviewOverview
This Unit covers Payroll Balances in Oracle HRMS within the framework of Total Compensation Elements Setup for Payroll (U.S.)
This Unit covers Payroll Balances in Oracle HRMS within the framework of Total Compensation Elements Setup for Payroll (U.S.)
Copyright Oracle Corporation, 2000. All rights reserved.®
Understanding Balances in Oracle Payroll Understanding Balances in Oracle Payroll
Release 11iRelease 11i
Copyright Oracle Corporation, 2000. All rights reserved.®
ObjectivesObjectives
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:
• User Defined Balances
• Balance Feeds
Copyright Oracle Corporation, 2000. All rights reserved.®
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
Copyright Oracle Corporation, 2000. All rights reserved.®
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
Copyright Oracle Corporation, 2000. All rights reserved.®
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
Copyright Oracle Corporation, 2000. All rights reserved.®
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
Copyright Oracle Corporation, 2000. All rights reserved.®
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
Copyright Oracle Corporation, 2000. All rights reserved.®
Startup balances are mainly legislative. Startup balances are mainly legislative.
True or False True or False
False False TrueTrue
Polling Question Polling Question
Copyright Oracle Corporation, 2000. All rights reserved.®
Startup balances are mainly legislative. Startup balances are mainly legislative.
True or False True or False
TrueTrue
AnswerAnswer
Copyright Oracle Corporation, 2000. All rights reserved.®
Balance LevelsBalance Levels
Balances can be held at assignment level or person level in enterprises where employees can have multiple assignments
Balances can be held at assignment level or person level in enterprises where employees can have multiple assignments
Copyright Oracle Corporation, 2000. All rights reserved.®
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
Copyright Oracle Corporation, 2000. All rights reserved.®
Balance DimensionsBalance Dimensions
• 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
Copyright Oracle Corporation, 2000. All rights reserved.®
1JanuaryJanuary
January
Balance DimensionsExamples
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)
Copyright Oracle Corporation, 2000. All rights reserved.®
Defined BalanceDefined Balance
Gross_Earnings_Person_YTDGross_Earnings_Person_YTD
RootRoot
LevelLevel
DimensionDimension
A balance type with its dimensionA balance type with its dimension
Copyright Oracle Corporation, 2000. All rights reserved.®
Database
Items
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
Copyright Oracle Corporation, 2000. All rights reserved.®
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
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 ...
Polling Question Polling Question
Copyright Oracle Corporation, 2000. All rights reserved.®
Balance dimensions indicate ...Balance dimensions indicate ...
Answer Answer
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
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
Copyright Oracle Corporation, 2000. All rights reserved.®
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
Copyright Oracle Corporation, 2000. All rights reserved.®
Element Element Element
Classification
Balance
Creating Feeds Using Element Classification
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
Copyright Oracle Corporation, 2000. All rights reserved.®
Earnings Element
Earnings Element
Earnings Element
PrimaryClassification
Balance
Creating Feeds Using Element Classification
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
Copyright Oracle Corporation, 2000. All rights reserved.®
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
You can create balance feeds from individual elements for balances that are not already fed by element classifications
Copyright Oracle Corporation, 2000. All rights reserved.®
BalanceBalance
Balance
Balance
Balance Balance
Balance Balance
Element
Creating Individual Balance FeedsCreating Individual Balance Feeds
There is no limit on how many balances an element can feed There is no limit on how many balances an element can feed
Copyright Oracle Corporation, 2000. All rights reserved.®
Creating Individual Balance FeedsCreating Individual Balance Feeds
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
Copyright Oracle Corporation, 2000. All rights reserved.®
There is a limit on how many balances an element can feed.
There is a limit on how many balances an element can feed.
True or False True or False
False False TrueTrue
Polling Question Polling Question
Copyright Oracle Corporation, 2000. All rights reserved.®
There is a limit on how many balances an element can feed.
There is a limit on how many balances an element can feed.
True or False True or False
False False
Answer Answer
Copyright Oracle Corporation, 2000. All rights reserved.®
SummarySummary
In this lesson, you should have learned about:
• User Defined Balances
• Balance Feeds
In this lesson, you should have learned about:
• User Defined Balances
• Balance Feeds
Copyright Oracle Corporation, 2000. All rights reserved.®
Defining User BalancesDefining User Balances
Release 11iRelease 11i
Copyright Oracle Corporation, 2000. All rights reserved.®
ObjectivesObjectives
At the end this lesson, you should be able to:
• Define a Balance
• Create Balance Feeds
At the end this lesson, you should be able to:
• Define a Balance
• Create Balance Feeds
Copyright Oracle Corporation, 2000. All rights reserved.®
Feeds
Dimensions
OverviewOverview
Defining a balance includes defining its feeds and dimensionsDefining a balance includes defining its feeds and dimensions
Copyright Oracle Corporation, 2000. All rights reserved.®
Balance
Feeds
ElementInput Values
ElementClassifications
OverviewOverview
When you select feeds for the balance, you have a choice between specifying element input values directly ….
When you select feeds for the balance, you have a choice between specifying element input values directly ….
Copyright Oracle Corporation, 2000. All rights reserved.®
Balance
Feeds
ElementInput Values
ElementClassifications
OverviewOverview
…or selecting element classifications to control balance feeds …or selecting element classifications to control balance feeds
Copyright Oracle Corporation, 2000. All rights reserved.®
Balance
ElementInput Values
Feeds
ElementClassifications
OverviewOverview
You cannot choose both methods together to feed a balance You cannot choose both methods together to feed a balance
Copyright Oracle Corporation, 2000. All rights reserved.®
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
Copyright Oracle Corporation, 2000. All rights reserved.®
Balance DimensionsBalance Dimensions
• 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
Copyright Oracle Corporation, 2000. All rights reserved.®
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
Copyright Oracle Corporation, 2000. All rights reserved.®
Balance FeedsBalance Feeds
• 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
Copyright Oracle Corporation, 2000. All rights reserved.®
Balance FeedsBalance Feeds
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
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
Copyright Oracle Corporation, 2000. All rights reserved.®
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
Balance FeedsBalance Feeds
Copyright Oracle Corporation, 2000. All rights reserved.®
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.
The purpose of this demonstration is to show how to review generated balances and balance feeds. Observe as your instructor demonstrates.
Copyright Oracle Corporation, 2000. All rights reserved.®
Practice 2-aPractice 2-a
Following the Instructor demonstration, review the balances and balance feeds generated for the xx Yearly Bonus earnings type.
Following the Instructor demonstration, review the balances and balance feeds generated for the xx Yearly Bonus earnings type.
Copyright Oracle Corporation, 2000. All rights reserved.®
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
NN
SS
EEWW
Practice 2-aNavigation Path
Practice 2-aNavigation Path
Copyright Oracle Corporation, 2000. All rights reserved.®
SummarySummary
In this lesson, you should have learned how to:
• Define a Balance
• Create Balance Feeds
In this lesson, you should have learned how to:
• Define a Balance
• Create Balance Feeds
Copyright Oracle Corporation, 2000. All rights reserved.®
Unit SummaryUnit Summary
In this unit, you should have learned how to:
• Explain Balances in Oracle Payroll
• Define User Balances
In this unit, you should have learned how to:
• Explain Balances in Oracle Payroll
• Define User Balances