R12.x Oracle Payroll Fundamentals: Earnings and Deductions

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1 R12.x Oracle Payroll Fundamentals: Earnings and Deductions Activity Guide D60573GC10 Edition 1.0 December 2009 D66015 THESE ekit MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING ekit MATERIALS FROM THIS

2 Copyright 2009, 2010, Oracle and/or its affiliates. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Author Pragya Singh Nair Technical Contributors and Reviewers Prasad Mutnuru This book was published using: Oracle Tutor THESE ekit MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING ekit MATERIALS FROM THIS

3 Table of Contents Guided Demonstration - Overview of Payroll Earnings and Deductions Practice - Defining a Balance Solution - Defining a Balance Practice - Writing a Payroll Formula Solution - Writing a Payroll Formula Practice - Writing a Payroll Formula Using FastFormula Assistant Solution - Writing a Payroll Formula Using FastFormula Assistant Practice - Creating Formula Rules Solution - Creating Formula Rules Practice - Defining Frequency Rules Solution: Defining Frequency Rules Practice - Writing a Skip Rule Formula Solution: Writing a Skip Rule Formula Practice - Marking an Element for Advance Pay Solution - Marking an Element for Advance Pay Practice - Setting Up Enhanced RetroPay Solution: Setting Up Enhanced RetroPay Practice - Setting Up Net-to-Gross Processing Solution: Setting Up Net-to-Gross Processing Practice - Setting Up Proration Solution: Setting Up Proration Practice - Working with Element Design Wizard Solution Working with Element Design Wizard Guided Demonstration - Setting Up a Payee Organization Guided Demonstration - Entering Third-Party Payment Methods Copyright Oracle All rights reserved. R12.x Oracle Payroll Fundamentals: Earnings and Deductions Table of Contents THESE ekit MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM i ONLY. COPYING ekit MATERIALS FROM THIS

4 THESE ekit MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING ekit MATERIALS FROM THIS

5 Preface Profile Before You Begin This Course Working experience with Oracle Applications Prerequisites There are no prerequisites for this course. How This Course Is Organized This is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations and written practice sessions reinforce the concepts and skills introduced. Copyright Oracle All rights reserved. R12.x Oracle Payroll Fundamentals: Earnings and Deductions Table of Contents THESE ekit MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM iii ONLY. COPYING ekit MATERIALS FROM THIS

6 Related Publications Oracle Publications Title Part Number Oracle Payroll Processing Management Guide E Additional Publications System release bulletins Installation and user s guides Read-me files International Oracle User s Group (IOUG) articles Oracle Magazine Copyright Oracle All rights reserved. R12.x Oracle Payroll Fundamentals: Earnings and Deductions Table of Contents THESE ekit MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM iv ONLY. COPYING ekit MATERIALS FROM THIS

7 Typographic Conventions Typographic Conventions in Text Convention Element Example Bold italic Caps and lowercase Courier new, case sensitive (default is lowercase) Initial cap Italic Quotation marks Uppercase Glossary term (if there is a glossary) Buttons, check boxes, triggers, windows Code output, directory names, filenames, passwords, pathnames, URLs, user input, usernames Graphics labels (unless the term is a proper noun) Emphasized words and phrases, titles of books and courses, variables Interface elements with long names that have only initial caps; lesson and chapter titles in crossreferences SQL column names, commands, functions, schemas, table names The algorithm inserts the new key. Click the Executable button. Select the Can t Delete Card check box. Assign a When-Validate-Item trigger to the ORD block. Open the Master Schedule window. Code output: debug.set ( I, 300); Directory: bin (DOS), $FMHOME (UNIX) Filename: Locate the init.ora file. Password: User tiger as your password. Pathname: Open c:\my_docs\projects URL: Go to User input: Enter 300 Username: Log on as scott Customer address (but Oracle Payables) Do not save changes to the database. For further information, see Oracle7 Server SQL Language Reference Manual. Enter user_id@us.oracle.com, where user_id is the name of the user. Select Include a reusable module component and click Finish. This subject is covered in Unit II, Lesson 3, Working with Objects. Use the SELECT command to view information stored in the LAST_NAME column of the EMP table. Arrow Menu paths Select File > Save. Brackets Key names Press [Enter]. Commas Key sequences Press and release keys one at a time: [Alternate], [F], [D] Plus signs Key combinations Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del] Copyright Oracle All rights reserved. R12.x Oracle Payroll Fundamentals: Earnings and Deductions Table of Contents THESE ekit MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM v ONLY. COPYING ekit MATERIALS FROM THIS

8 Typographic Conventions in Code Convention Element Example Caps and Oracle Forms When-Validate-Item lowercase triggers Lowercase Column names, table names SELECT last_name FROM s_emp; Passwords PL/SQL objects DROP USER scott IDENTIFIED BY tiger; OG_ACTIVATE_LAYER (OG_GET_LAYER ( prod_pie_layer )) Lowercase italic Uppercase Syntax variables SQL commands and functions CREATE ROLE role SELECT userid FROM emp; Typographic Conventions in Oracle Application Navigation Paths This course uses simplified navigation paths, such as the following example, to direct you through Oracle Applications. (N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve This simplified path translates to the following: 1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches Summary. 2. (M) From the menu, select Query then Find. 3. (B) Click the Approve button. Notations: (N) = Navigator (M) = Menu (T) = Tab (B) = Button (I) = Icon (H) = Hyperlink (ST) = Sub Tab Copyright Oracle All rights reserved. R12.x Oracle Payroll Fundamentals: Earnings and Deductions Table of Contents THESE ekit MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM vi ONLY. COPYING ekit MATERIALS FROM THIS

9 Typographical Conventions in Oracle Application Help System Paths This course uses a navigation path convention to represent actions you perform to find pertinent information in the Oracle Applications Help System. The following help navigation path, for example (Help) General Ledger > Journals > Enter Journals represents the following sequence of actions: 1. In the navigation frame of the help system window, expand the General Ledger entry. 2. Under the General Ledger entry, expand Journals. 3. Under Journals, select Enter Journals. 4. Review the Enter Journals topic that appears in the document frame of the help system window. Copyright Oracle All rights reserved. R12.x Oracle Payroll Fundamentals: Earnings and Deductions Table of Contents THESE ekit MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM vii ONLY. COPYING ekit MATERIALS FROM THIS

10 Copyright Oracle All rights reserved. R12.x Oracle Payroll Fundamentals: Earnings and Deductions Table of Contents THESE ekit MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM viii ONLY. COPYING ekit MATERIALS FROM THIS

11 R12.x Oracle Payroll Fundamentals: Earnings and Deductions Practices and Solutions Chapter 1 THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 1 ONLY. COPYING ekit MATERIALS FROM THIS

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13 R12.x Oracle Payroll Fundamentals: Earnings and Deductions Practices and Solutions THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 3 ONLY. COPYING ekit MATERIALS FROM THIS

14 Guided Demonstration - Overview of Payroll Earnings and Deductions Responsibility: UK Super HRMS Manager 1. Oracle HRMS provides you with all the flexibility you need to model your earnings and deductions for payroll processing. 2. This demonstration provides a high-level overview of the functionality available when you define an earnings or deductions element. 3. Navigate to the Element window: (N) Total Compensation > Basic > Element Description 4. You use the element window to view predefined earnings and deductions and to create your own. 5. Find the Regular Earnings element and look at the details of the element. The classification controls the processing order of earnings and deductions in the payroll run. You can also use the classification to control the balances that they feed. A recurring element is processed in every payroll period until you end the element entry. A nonrecurring element is processed only in the period in which you enter it. In the Termination region you select when element entries should end for terminated assignments. For example, you can end a recurring element on the termination date by selecting Actual Termination, or leave it for later processing by selecting Final Close. You can select a skip rule formula to specify circumstances when an element entry should not be processed, such as when a balance reaches a certain level. The output currency is normally the base currency for your business group. For Information type elements you can select a different currency. You can always select a different input currency as values are converted to the output currency before they are processed. If you require Regular Earnings to be prorated when values change mid-period, you select the group of events that should trigger proration. These could include changes to rates, working hours, or the assignment itself. 6. Choose the Input Values button. When you enter this element for an employee, you enter a rate, rate code, and number of hours worked. Elements can have up to 15 input values. Generally, the element s formula returns the pay value as a result of the payroll calculation. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 4 ONLY. COPYING ekit MATERIALS FROM THIS

15 You can enter a default value for each input by using the Validation settings. You can limit the entries for this default to a list of values provided by a lookup. You can also validate the entries against a minimum and maximum, or by using a formula. 7. Close the Input Values window and click the Balance Feed Control button. This window shows that Regular Earnings is classified with several secondary earnings classifications. These determine which balance it feeds. 8. Close the Balance Feed Control window and click the Balance Feeds button. You can see, for example, that Regular Earnings feeds the Attachable balance because it is classified as Attachable Earnings. You select the classifications that feed a balance from the Balance window. Here, you can select other balances that this element feeds individually rather than as a result of its classification. 9. Close the Balance Feeds and Element window. 10. Navigate to the Formula window: (N) Total Compensation > Basic > Write Formulas 11. Find the TimeCard_Pay Formula. This is the formula that calculates the pay value for Regular Earnings. 12. Choose the Edit button to view the formula. This formula reads in Hours from the element entry which it then multiplies by an hourly rate database item that comes from another element input value. The formula returns the result Timecard_Pay. 13. Close the Edit Formula and Formula windows. 14. Navigate to the Formula Results window: (N) Total Compensation > Basic > Formula Results 15. Find the Regular Earnings element. The Standard processing rule means that Oracle Payroll uses the TimeCard_Pay formula for all employees with an active assignment. You can create other processing rules for employees with other assignment statuses such as, for example, On Sabbatical. The formula result type informs the application what to do with the values returned from the formula. In this example, the Direct result (TimeCard Pay) populates the pay value of the Regular Earnings element. Results can also populate other element entries, or end them, or change their processing priority, or return a message. 16. Close the Formula Results window. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 5 ONLY. COPYING ekit MATERIALS FROM THIS

16 Before you can process an earnings type or deduction, you must link the element and make an element entry. 17. Navigate to the Element Link window: (N) Total Compensation > Basic > Link You must create at least one link for each element. The link specifies who is entitled to receive the element and how it is costed. 18. Find the Regular Earnings element. If all employees are eligible to receive an element and the same costing information applies to all, you can leave the eligibility criteria fields blank. In this example, only employees on the Timecard Monthly payroll are eligible for Regular Earnings. If the element is costed, you enter costing and balancing accounts according to your setup of the Cost Allocation key flexfield. 19. Close the Element Link window. When you have linked the element, you are ready to enter it for your employees. You can enter the element for individual employees, or for a batch of employees. There are some circumstances where you do not have to make an element entry: If you checked the Standard box on the Element or Element Link window, the entry appears automatically for all eligible employees If the element is associated with an activity rate, the entry is made automatically when you enroll an employee in the benefit If the element is associated with a salary basis, the entry is made automatically when you approve a salary proposal 20. Navigate to the Element Entries window: (N) FastPath > Entries You enter elements for one employee at a time in this window. 21. Find an employee, for example, Russell Rogers. 22. Add an entry for Regular Earnings. 23. Choose the Entry Values button. You can enter the number of hours worked, a rate and a rate code, although the last two are not used by the formula we looked at. Oracle Payroll then uses this information when processing this element entry and pays the value to the employee. These are just some of the features available with Oracle Payroll that help you define an earnings or deductions element. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 6 ONLY. COPYING ekit MATERIALS FROM THIS

17 Practice - Defining a Balance Overview Define a location allowance and a balance to accumulate the accrual of the location allowance earnings for the statutory year. Review the automatic balance feeds created for your location allowance element. Assumptions Tasks Use the OU HRMS Manager or OU Super HRMS Manager responsibility. In this practice, we log in as ouhrms/welcome and use the OU HRMS Manager responsibility. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Set your effective date to 01-JAN This practice covers only the required steps for performing this task. Replace xx with your initials or the unique group identifier provided by your instructor. Define a Location Allowance Navigate to the Element window and use the information in the following table to define your allowance element. Define a monetary input value, Ann_Allowance, which is a database item. Name Reporting Name Classification Type Multiple Entries Location Allowance xx Allowance xx Earnings Recurring Not checked Define a User Balance Navigate to the Balance window and define a balance, Location Allowance xx, to accumulate the accrual of location allowance earnings for the statutory year. Review the Automatic Balance Feeds Navigate to the Element window and review the balance feeds for your Location Allowance element. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 7 ONLY. COPYING ekit MATERIALS FROM THIS

18 Solution - Defining a Balance Define a Location Allowance 1. Navigate to the Element window. (N) Total Compensation > Basic > Element Description 2. Set your effective date to 01-JAN Enter the name Location Allowance xx. You can also enter a reporting name and description for the element. 4. Select a Primary Classification of Earnings. 5. Select Recurring as the processing type. 6. Ensure that the Multiple Entries Allowed box is not checked. 7. Save your work. 8. Choose the Input Values button. 9. Enter an input value called Ann_Allowance. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 8 ONLY. COPYING ekit MATERIALS FROM THIS

19 10. Select Money in the Units field and ensure that you make the input value a Database Item. 11. Save your work. Define a User Balance 12. Navigate to the Balance window: (N) Total Compensation > Basic > Balance 13. Set your effective date to 01-JAN Enter a name for your balance, such as Location Allowance xx, and optionally a Reporting Name. 15. Select Money as the Unit of measurement. 16. Save your work. 17. Choose (B) Feeds. 18. Select your Location Allowance element in the Element Name field. 19. Select Pay Value in the Input Value Name field. 20. Select Add in the Add or Subtract field. 21. Save your work. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 9 ONLY. COPYING ekit MATERIALS FROM THIS

20 22. Close the Balance Feeds window. 23. Choose (B) Dimensions. 24. Select the dimension _ASG_STAT_YTD. 25. Save your work. Review the Automatic Balance Feeds 26. Navigate to the Element window: (N) Total Compensation > Basic > Element Description 27. Set your effective date to 01-JAN Query Enter. 29. Enter the name Location Allowance xx. 30. Query Run, and choose (B) Balance Feeds. 31. Review the balance feeds that have been created automatically by virtue of the element s classification. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 10 ONLY. COPYING ekit MATERIALS FROM THIS

21 Practice - Writing a Payroll Formula Overview Using the Location Allowance element you defined in an earlier lesson, write a payroll formula to calculate the monthly pay value. Assumptions Task You can use the OU HRMS Manager or OU Super HRMS Manager responsibility to perform this task. In this practice, we log in as ouhrms/welcome and use the OU HRMS Manager responsibility. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Set your effective date to 01-JAN This practice covers only the required steps for performing this task. Replace xx with your initials or the unique group identifier provided by your instructor. Write the Payroll Formula Navigate to the Formula window and create a formula, LOCATION_ALLOWANCE_xx. This formula should return a monthly allowance pay value using the input value Ann_Allowance. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 11 ONLY. COPYING ekit MATERIALS FROM THIS

22 Solution - Writing a Payroll Formula Write the Payroll Formula 1. Navigate to the Formula window: (N) Total Compensation > Basic > Write Formulas 2. Set your effective date to 01-JAN Enter LOCATION_ALLOWANCE_xx as the formula s name (note that spaces are not permitted). 4. Select a formula Type of Oracle Payroll. 5. Optionally, enter a description. 6. Choose (B) Edit and write your formula as follows: Default for Ann_Allowance is 0 Inputs are Ann_Allowance Monthly_Allowance=ROUND((Ann_Allowance/12),2) Return Monthly_Allowance 7. Verify the formula by choosing (B) Verify. 8. Close the window. 9. Save your work. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 12 ONLY. COPYING ekit MATERIALS FROM THIS

23 Practice - Writing a Payroll Formula Using FastFormula Assistant Overview Write a payroll formula to determine the hourly wages of an employee based on the hire date and by including the EMP_HIRE_DATE database item in your formula. Assumptions Task You can use the OU HRMS Manager or OU Super HRMS Manager responsibility to perform this task. In this practice, we log in as ouhrms/welcome and use the OU HRMS Manager responsibility. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Set your effective date to 01-JAN This practice covers only the required steps for performing this task. Replace xx with your initials or the unique group identifier provided by your instructor. Write the Payroll Formula Navigate to the FastFormula Assistant page and create a formula, WAGE_xx. This formula uses the input value hours_worked to calculate and return the wage. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 13 ONLY. COPYING ekit MATERIALS FROM THIS

24 Solution - Writing a Payroll Formula Using FastFormula Assistant Write the Payroll Formula 1. Navigate to the FastFormula Assistant page. (N) Total Compensation > Basic > FastFormula Assistant 2. Click Create FastFormula. 3. Enter Wage_xx for the formula name. 4. Select Oracle Payroll as the formula type. 5. Set your effective date to 01-JAN Optionally, enter a description. 7. Click Next to navigate to the FastFormula Assistant: Calculations page. 8. From the Action list, select Add Database Items. 9. In the Add Database Items page, select EMP_HIRE_DATE as the Database Item Name. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 14 ONLY. COPYING ekit MATERIALS FROM THIS

25 10. Select EMP_HIRE_DATE and enter 0001/01/01 00:00:00 in the Default field. 11. Click Add to FastFormula. The Default statement appears in the FastFormula Text field. 12. Write the following formula in the Calculations section immediately below the Default statement: Inputs are hours_worked IF (EMP_HIRE_DATE < '2006/01/01 00:00:00'(Date)) THEN Hourly_rate = 100 ELSE Hourly_rate = 200 wage=hours_worked * hourly_rate Return wage 13. Click Verify to check the syntax of your formula. 14. Click Next to move to the FastFormula Assistant: Verification page. 15. Click Finish to save your formula. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 15 ONLY. COPYING ekit MATERIALS FROM THIS

26 Practice - Creating Formula Rules Overview Define a processing rule to associate your location allowance element with the location allowance formula. Define a result rule to return the formula direct result to the element pay value. Assumptions Tasks You can use the OU HRMS Manager or OU Super HRMS Manager responsibility to perform this task. In this practice, we log in as ouhrms/welcome and use the OU HRMS Manager responsibility. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Set your effective date to 01-JAN This practice covers only the required steps for performing this task. Replace xx with your initials or the unique group identifier provided by your instructor. Define Processing Rule Navigate to the Formula Result Rules window, choose your Location Allowance element and select Standard processing rules. Pick in your monthly allowance formula in the formula field. Define Result Rule Choose your return value, Monthly_Allowance, as a direct result with a Pay Value as the input value. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 16 ONLY. COPYING ekit MATERIALS FROM THIS

27 Solution - Creating Formula Rules Define Processing Rule 1. Navigate to the Formula Result Rules window: (N) Total Compensation > Basic > Formula Results 2. Set your effective date to 01-JAN Select your Location Allowance xx element. 4. In the Processing Rules region, select Standard as the Name. Standard is the default rule used for all assignments unless there is another rule specifically for their assignment status. 5. In the Formula field select your monthly allowance formula. 6. Save your work. Define Result Rule 7. Ensure that the Standard rule is selected and click in the Name field of the Formula Results region. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 17 ONLY. COPYING ekit MATERIALS FROM THIS

28 8. Select your return value (Monthly_Allowance) in the Name field. 9. Select Direct Result in the Type field. 10. Select Pay Value in the Input Value field. 11. Save your work. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 18 ONLY. COPYING ekit MATERIALS FROM THIS

29 Practice - Defining Frequency Rules Overview Your company will be offering a stock-purchase plan to which employees can contribute a percentage of their earnings. This deduction is to process once per month. Select a period for the deduction to process for one or more payrolls of your choice. Assumptions Tasks You can use the OU HRMS Manager or OU Super HRMS Manager responsibility to perform this task. In this practice, we log in as ouhrms/welcome and use the OU HRMS Manager responsibility. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Set your effective date to 01-JAN This practice covers only the required steps for performing this task. Replace xx with your initials or the unique group identifier provided by your instructor. Define Stock Purchase Plan Navigate to the Element window and define an element, Stock Purchase Plan xx. Use the information in the following table to define the element: Name Reporting Name Description Processing Type Multiple Entries Stock Purchase Plan xx SPP xx Purchase Plan Recurring No This element should have an input value called Percentage of the unit type Number. Define Frequency Rules Enter frequency rules of: 2 for a semi-monthly payroll 4 for a weekly payroll THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 19 ONLY. COPYING ekit MATERIALS FROM THIS

30 Solution: Defining Frequency Rules Define Stock Purchase Plan 1. Navigate to the Element window: (N) Total Compensation >Basic > Element Description 2. Set your effective date to 01-JAN Enter the name Stock Purchase Plan xx. 4. Enter a reporting name such as SPP. 5. Enter a description such as Stock Purchase Plan. 6. Select the classification Voluntary Deductions. 7. Select Recurring for the processing type. 8. Ensure that the Multiple Entries Allowed box is not checked. 9. Save your work. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 20 ONLY. COPYING ekit MATERIALS FROM THIS

31 10. Choose (B) Input Values. 11. Enter an input value called Percentage with the unit type Number. 12. Save your work. Define Frequency Rules 13. Close the Input Values window and choose (B) Frequency Rules. 14. Check a period check box for one or more payrolls, such as 2 for a semi-monthly payroll and 4 for a weekly payroll. 15. Save your work. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 21 ONLY. COPYING ekit MATERIALS FROM THIS

32 Practice - Writing a Skip Rule Formula Overview Your company will be offering a Quarterly Bonus that pays employees 1500 per quarter. Define a recurring bonus element and write a skip rule formula to associate with it. Assumptions Tasks You can use the OU HRMS Manager or OU Super HRMS Manager responsibility to perform this task. In this practice, we log in as ouhrms/welcome and use the OU HRMS Manager responsibility. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Set your effective date to 01-JAN This practice covers only the required steps for performing this task. Replace xx with your initials or the unique group identifier provided by your instructor. Write the Skip Rule Formula Navigate to the Write Formula window and create an element skip formula ONCE_PER_QUARTER_xx. This formula should set the skip flag to no for payroll processing periods 1,4,7 and 10. Define the Element Create a quarterly bonus earnings type using the information in the following table: Name Reporting Name Description Primary Classification Processing Type Quarterly Bonus xx Quarterly Bonus xx Bonus Earnings Recurring Select your skip rule form the list of values and enter the default amount against the pay value. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 22 ONLY. COPYING ekit MATERIALS FROM THIS

33 Solution: Writing a Skip Rule Formula Write the Skip Rule Formula 1. Navigate to the Write Formula window: (N) Total Compensation > Basic > Write Formulas 2. Set your effective date to 01-JAN Enter a ONCE_PER_QUARTER_xx as the name for your formula. 4. Select a Formula Type of Element Skip. 5. Optionally enter a description. 6. Choose (B) Edit and write your formula as follows: Default for PAY_PROC_PERIOD_NUMBER is 0 skip_flag = y IF PAY_PROC_PERIOD_NUMBER=1 OR PAY_PROC_PERIOD_NUMBER=4 OR PAY_PROC_PERIOD_NUMBER=7 OR PAY_PROC_PERIOD_NUMBER=10 THEN ( skip_flag= n ) RETURN skip_flag 7. Verify the formula, close the Edit window, and save your work. Define the Element 8. Navigate to the Element window: (N) Total Compensation > Basic > Element Description THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 23 ONLY. COPYING ekit MATERIALS FROM THIS

34 9. Set your effective date to 01-JAN Enter Quarterly Bonus xx as the Name. Optionally enter a Reporting Name and Description. 11. Select the Primary Classification of Earnings. 12. Select Recurring as the processing type. 13. Select your Skip Rule from the list of values. 14. Save your work. 15. Choose (B) Input Values. 16. Enter the default amount against the Pay Value. 17. Save your work. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 24 ONLY. COPYING ekit MATERIALS FROM THIS

35 Practice - Marking an Element for Advance Pay Overview Define your location allowance element as an element that can be processed in advance. Assumptions Task You can use the OU HRMS Manager or OU Super HRMS Manager responsibility to perform this task. In this practice, we log in as ouhrms/welcome and use the OU HRMS Manager responsibility. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Set your effective date to 01-JAN This practice covers only the required steps for performing this task. Replace xx with your initials or the unique group identifier provided by your instructor. Define an Element as an Advance Element Navigate to the Element window and find your location allowance element. On the Advance Pay tab, check the Include as an Advance Element and Process Advance Entry in Run check boxes. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 25 ONLY. COPYING ekit MATERIALS FROM THIS

36 Solution - Marking an Element for Advance Pay Define an Element as an Advance Element 1. Navigate to the Element window: (N) Total Compensation > Basic > Element Description 2. Query Enter. 3. Enter the name Location Allowance xx. 4. Query Run. 5. In the Advanced Pay area, check the following: Include as an Advance Element. Process Advance Entry in Run. 6. Save your work. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 26 ONLY. COPYING ekit MATERIALS FROM THIS

37 Practice - Setting Up Enhanced RetroPay Overview The objective of this demonstration is to set up enhanced RetroPay to enable you to make backpay adjustments to monthly salary. Assumptions Tasks You can use the OU HRMS Manager or UK Super HRMS Manager responsibility to perform this task. In this practice, we log in as hrms/welcome and use the UK Super HRMS Manager responsibility. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Set your effective date to 01-JAN This practice covers only the required steps for performing this task. Replace xx with your initials or the unique group identifier provided by your instructor. Create a Payroll Use the following information to create a payroll: Name Retro_xx1 Period Type Calendar Month Number of Years 10 Payment Method xx_generic Consolidation Set xx_conset Create Elements Create elements with the following information: Name Classification Type Monthlysalary_xx1 Earnings Nonrecurring THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 27 ONLY. COPYING ekit MATERIALS FROM THIS

38 Name Classification Type Monthlysalary_xx2 Earnings Nonrecurring Name Classification Type Retro_monthlysalary_xx1 Earnings Nonrecurring Name Retro_monthlysalary_xx2 Classification Earnings Type Nonrecurring Link Elements to Payroll Map the following elements to the Retro_xx1 payroll: Monthlysalary_xx1 Monthlysalary_xx2 Retro_monthlysalary_xx1 Retro_monthlysalary_xx2 Create an Event Group Define an event group xx_retronotification. Enable Dynamic Triggers You need to enable the dynamic triggers for the application to record the changes made to element entries and to ensure that the Retro-Notifications Report identifies these changes. Use the Dynamic Trigger Functional Area Grouping window. Map Retro Components and Event Group to Elements Use the Element window to map the retro components and event group to the elements. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 28 ONLY. COPYING ekit MATERIALS FROM THIS

39 Solution: Setting Up Enhanced RetroPay Create a Payroll 1. Navigate to the Payroll window as follows: (N) Payroll > Description 2. Set your effective date to 01-JAN In the Name field, enter Retro_xx1. 4. Select Calendar Month as the period type. 5. Set the first period end date to 01-FEB-2007 and the number of years to Select xx_conset as the consolidation set and save your work. Create Elements 1. Navigate to the Element window: THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 29 ONLY. COPYING ekit MATERIALS FROM THIS

40 (N) Total Compensation > Basic > Element Description 2. Set the effective date to 01-JAN Enter Monthlysalary_xx1 as the element name and select Earnings as the Primary Classification. 4. Set the element type to Nonrecurring. 5. Similarly, define the remaining elements Monthlysalary_xx2, Retro_monthlysalary_xx1, and Retro_monthlysalary_xx2 with the information provided in the Tasks section previously in this document. Link Elements To Payroll 1. Navigate to the Element Link window: (N) Total Compensation > Basic > Link THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 30 ONLY. COPYING ekit MATERIALS FROM THIS

41 2. Set the effective date to 01-JAN Select Monthlysalary_xx1 in the Element Name field. 4. Select the Link to All Payrolls checkbox. Similarly, link the remaining elements (Monthlysalary_xx2, Retro_monthlysalary_xx1, and Retro_monthlysalary_xx2) to the payroll. 5. Save your work. Create an Event Group 1. Navigate to the Table Event Group window: (N) Total Compensation > Basic > Event Groups THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 31 ONLY. COPYING ekit MATERIALS FROM THIS

42 2. Set the effective date to 01-JAN Enter xx_retronotification as the event group name. 4. Select Retro as the event group type and save your work. Enable Dynamic Triggers 1. Navigate to the Functional Area Maintenance window: (N) Other Definitions > Dynamic Trigger Functional Area Grouping THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 32 ONLY. COPYING ekit MATERIALS FROM THIS

43 2. In the Name field, select Incident Register. 3. In the Details region, click Business Group. 4. Select your business group and save your work. Map Retro Components and Event Group to Elements 1. Navigate to the Element window: (N) Total Compensation > Basic > Element Description THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 33 ONLY. COPYING ekit MATERIALS FROM THIS

44 2. In the Name field, query for Monthlysalary_xx1. 3. Click Recalculation. 4. In the Recalculation Events field, select xx_retronotification. 5. Click Retro Components. 6. In the RetroPay Elements window, enter the following: Under the Basic tab o Component: Retropay o Reprocess Type: Reprocess o Default Component: Yes Under the Time Span tab o From: Start of Time THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 34 ONLY. COPYING ekit MATERIALS FROM THIS

45 o To: End of Time o RetroPay Element: Retro_monthlysalary_xx1 7. Similarly, repeat the tasks mentioned from step 2 for the Monthlysalary_xx2 element with Retro_monthlysalary_xx2 as the RetroPay Element. Also, attach the xx_retronotification event group with each of these earnings elements. 8. Save your work. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 35 ONLY. COPYING ekit MATERIALS FROM THIS

46 Practice - Setting Up Net-to-Gross Processing Overview Define a bonus to be calculated by net-to-gross processing. The bonus uses the DEFAULT_GROSSUP iterative formula and the CALC_GROSSUP_PAY_VALUE payroll formula. Define and link the element, define the iterative processing rules, define the formula processing and result rules, and ensure that the PAYE and NI balances are included in the gross-up processing. Give your employee a bonus to be paid as 400 net, within 10 pence. Run a QuickPay in January 2004 to check the gross amount paid to your employee. Assumptions Tasks You can use the OU HRMS Manager or OU Super HRMS Manager responsibility to perform this task. In this practice, we log in as ouhrms/welcome and use the OU HRMS Manager responsibility. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Set your effective date to 01-JAN This practice covers only the required steps for performing this task. Replace xx with your initials or the unique group identifier provided by your instructor. Create the Net to Gross Earnings Type Element Navigate to the Element window and use these details to define the Net to Gross element: Name Reporting Name Primary Classification Processing Type Multiple Entries Grossup Bonus xx Grossup Bonus xx Earnings Nonrecurring Allowed THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 36 ONLY. COPYING ekit MATERIALS FROM THIS

47 Enter the input values shown below. Name Unit Type Sequence Required User Enterable Lookup Default Amount Money 2 Y Y -- Low Gross Money 3 N N -- High Gross Money 4 N N -- Remainder Money 5 N N -- To Within Number 6 Y Y -- Method Character 7 Y Y ITERATIVE_METHOD Interpolation Additional Amount Money 8 N N Enter the following Iterative Rules. Select each result from the DEFAULT_GROSSUP formula and specify how the payroll run should use the result, as shown in the following table: Return Name Rule Type Input Value to Adjust ADDITIONAL_AMOUNT Adjust Additional Amount HIGH_GROSS Adjust High Gross LOW_GROSS Adjust Low Gross REMAINDER Adjust Remainder STOPPER Stop -- In the Exclude Balances window select the Total Deductions and Superannuation Total balances to exclude from the Grossup processing. Select the Gross Up check box and select DEFAULT_GROSSUP as the iterative formula. Link the Grossup Element Navigate to the Element Link window and link your Bonus Grossup element to all payrolls. Create Formula Processing and Result Rules Navigate to the Formula Result Rules window and find your Bonus Grossup element. Select Standard processing rules for your element. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 37 ONLY. COPYING ekit MATERIALS FROM THIS

48 Enter the Bonus for an Employee Find employee Charles Ackroyd and award him a bonus to be paid as 400 net, to within 10 pence. Run QuickPay Run a QuickPay in January 2004 to check the gross amount paid to your employee. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 38 ONLY. COPYING ekit MATERIALS FROM THIS

49 Solution: Setting Up Net-to-Gross Processing Define a Grossup Element 1. Navigate to the Element window: (N) Total Compensation > Basic > Element Description 2. Set your effective date to 01-JAN Enter the name Grossup Bonus xx. You can also enter a reporting name and description for the element. 4. Select a Primary Classification of Earnings. 5. Select Nonrecurring as the processing type. 6. Ensure that the Multiple Entries Allowed box is not checked. 7. Choose (T) Advanced 8. Select the Gross Up check box. 9. Select DEFAULT_GROSSUP in the Iterative Formula field. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 39 ONLY. COPYING ekit MATERIALS FROM THIS

50 10. Save your work. 11. Choose (B) Input Values. 12. Enter the input values shown below. Note: You must save after entering each input value. Name Unit Type Sequence Required User Lookup Default Enterable Amount Money 2 Y Y -- Low Gross Money 3 N N -- High Gross Money 4 N N -- Remainder Money 5 N N -- To Within Number 6 Y Y -- Method Character 7 Y Y ITERATIVE_METHOD Interpolation Additional Amount Money 8 N N 13. Close the Input Values window and choose (B) Iterative Rules. 14. Select each result from the DEFAULT_GROSSUP formula and specify how the payroll run should use the result, as shown in the following table: Return Name Rule Type Input Value to Adjust ADDITIONAL_AMOUNT Adjust Additional Amount HIGH_GROSS Adjust High Gross LOW_GROSS Adjust Low Gross REMAINDER Adjust Remainder STOPPER Stop Save your work and close the Iterative Processing Rules window. 16. Choose (B) Exclude Balances. 17. In the Exclude Balances window, display the list of values for the Name field to see which balances will be included in the net-to-gross processing. If they appear, select the Total Deductions and Superannuation Total balances to exclude from the Grossup processing. Link the Grossup Element 18. Navigate to the Element Link window: (N) Total Compensation > Basic > Link THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 40 ONLY. COPYING ekit MATERIALS FROM THIS

51 19. Set your effective date to 01-JAN Enter the name Grossup Bonus xx. 21. Check the Link to All Payrolls box. 22. Save your work. Create Formula Processing and Result Rules 23. Navigate to the Formula Result Rules window: (N) Total Compensation > Basic > Formula Results THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 41 ONLY. COPYING ekit MATERIALS FROM THIS

52 24. Set your effective date to 01-JAN Enter Grossup Bonus xx in the Name field. 26. In the Processing Rules region, select Standard in the Name field and CALC_GROSSUP_PAY_VALUE in the Formula field. 27. Save your work. 28. Ensure that your new Standard rule is selected, and click in the Name field of the Formula Results region. 29. Select PAYMENT_AMOUNT in the Name field. 30. Select Direct Result in the Type field. 31. Select Pay Value in the Input Value field. 32. Save your work. Enter the Bonus For an Employee 33. Navigate to the Element Entries window: (N) FastPath > Entries THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 42 ONLY. COPYING ekit MATERIALS FROM THIS

53 34. Find the person you entered in the previous practice. 35. Set your effective date to 01-JAN In the Element Name field, select your Grossup Bonus element. 37. Choose Cancel in the Cost Allocation flexfield window. 38. Choose (B) Entry Values. 39. Enter 400 in the Amount field. 40. Enter 0.1 in the To Within field. 41. Ensure Interpolation is selected in the Method field. 42. Save your work. Run a QuickPay 43. Navigate to the QuickPay window: (N) FastPath > QuickPay THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 43 ONLY. COPYING ekit MATERIALS FROM THIS

54 44. Find the person you entered in the previous practice. 45. Set your effective date to 01-JAN Select Process Separate Run in the Run Type field. 47. Save your work. 48. Choose (B) Element Selection. 49. Clear the Include in Run check box for all elements except your Grossup Bonus, NI, and PAYE. 50. Save your work. 51. Close the Element Entries window. 52. Choose (B) Start Run. 53. When the Status field displays Complete, choose (B) View Results and select Run Results. 54. Select the Process Separate Run assignment action and choose OK. 55. View the run results. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 44 ONLY. COPYING ekit MATERIALS FROM THIS

55 Practice - Setting Up Proration Overview Set up a deduction that will be prorated when there are changes to the element entry, entry values, or the assignment. Define the deduction with one input value (Annual Deduction), link it to all payrolls, and create formula processing and result rules using the seeded UK_PRORATION_DEDUCTION formula. Enter the deduction for your employee starting 01-JAN-2004, with an annual value of End the deduction on 18-FEB Run a QuickPay in February to check that the deduction is prorated appropriately. NOTE: The events you require have already been set up in the Table Event Update window. The triggers you require are included in the Incident Register functional area. Assumptions Tasks You can use the OU HRMS Manager or OU Super HRMS Manager responsibility to perform this task. In this practice, we log in as ouhrms/welcome and use the OU HRMS Manager responsibility. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Set your effective date to 01-JAN This practice covers only the required steps for performing this task. Replace xx with your initials or the unique group identifier provided by your instructor. Create an Event Group Navigate to the Table Event Group window and create an event group asg_or_entry_change_xx using Proration as the Event Group Type and Payroll Period as the Proration Period. Enter the following as datetracked events: Update Type Table Column Name Datetrack Update PAY_ELEMENT_ENTRIES_F EFFECTIVE_END_DATE Datetrack Update PAY_ELEMENT_ENTRIES_F EFFECTIVE_START_DATE Datetrack Update PER_ALL_ASSIGNMENTS_F EFFECTIVE_END_DATE Datetrack Update PER_ALL_ASSIGNMENTS_F EFFECTIVE_START_DATE Datetrack Update PAY_ELEMENT_ENTRY_VALUES SCREEN_ENTRY_VALUE THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 45 ONLY. COPYING ekit MATERIALS FROM THIS

56 Create the Element Navigate to the Element window and create a recurring voluntary deduction element called Prorated Deduction xx. Select asg_or_entry_change_xx in the Proration Group field and the Actual Termination process rule. Create an input value of Annual Deduction, selecting Money as the unit. This value will be a database item. Link the Element Set your effective date to 01-JAN-2004 and navigate to the Element Link window. Link the Prorated Deduction xx element to all payrolls. Review the Formula and Enter Formula Processing and Result Rules Set your effective date to 01-JAN-2000 and navigate to the Formula Results Rules window. Enter Prorated Deduction xx as the name and in the Processing Rules region, enter Standard in the Name field and UK_PRORATION_DEDUCTION in the Formula field. Save your work and click in the Name field of the Formula Results region and enter the following details: Name Type Input Value Message Severity L_AMOUNT Direct Result Pay Value MESSAGE Message Information Enter the Deduction for an Employee Set your effective date to 01-JAN-2004 and navigate to the Element Entries window. Find the employee Charles Ackroyd and using your prorated deduction element, enter 3650 as the annual deduction. End date the deduction on 18-FEB Run QuickPay Navigate to the QuickPay window and run a QuickPay in February 2004 for Charles Ackroyd to check that the deduction is prorated appropriately. Only include the prorated deduction in the QuickPay. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 46 ONLY. COPYING ekit MATERIALS FROM THIS

57 Solution: Setting Up Proration Create an Event Group 1. Navigate to the Table Event Group window: (N) Total Compensation > Basic > Event Groups 2. Enter asg_or_entry_change_xx in the Event Group Name field. 3. Select Proration in the Event Group Type field. 4. Select Payroll Period in the Proration Period field, and save your work. 5. Enter the following Datetracked Events: Update Type Table Column Name Datetrack Update PAY_ELEMENT_ENTRIES_F EFFECTIVE_END_DATE Datetrack Update PAY_ELEMENT_ENTRIES_F EFFECTIVE_START_DATE Datetrack Update PER_ALL_ASSIGNMENTS_F EFFECTIVE_END_DATE Datetrack Update PER_ALL_ASSIGNMENTS_F EFFECTIVE_START_DATE Datetrack Update PAY_ELEMENT_ENTRY_VALUES SCREEN_ENTRY_VALUE THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 47 ONLY. COPYING ekit MATERIALS FROM THIS

58 6. Save your work. Create the Element 7. Navigate to the Element window: (N) Total Compensation > Basic > Element Description 8. Set your effective date to 01-JAN Enter Prorated Deduction xx in the Name field. 10. Select Voluntary Deductions in the Primary Classification field. 11. Select asg_or_entry_change_xx in the Proration Group field. 12. Select Recurring as the Processing Type. 13. Select Actual Termination in the Termination region. 14. Save your work. 15. Choose (B) Input Values. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 48 ONLY. COPYING ekit MATERIALS FROM THIS

59 16. Enter Annual Deduction in the name field, select Money in the Units field, and check the Database Item box. 17. Save your work. Link the Element 18. Navigate to the Element Link window: (N) Total Compensation > Basic > Link 19. Set your effective date to 01-JAN Enter the name Prorated Deduction xx. 21. Check the Link to All Payrolls box. 22. Save your work. Review the Formula and Enter Formula Processing and Result Rules 23. Navigate to the Formula window: (N) Total Compensation > Basic > Write Formulas THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 49 ONLY. COPYING ekit MATERIALS FROM THIS

60 24. Choose (M) View > Query by Example > Enter. 25. Enter UK_PRORATION_DEDUCTION in the Name field. 26. Choose (M) View > Query by Example > Run. 27. Choose (B) Edit and read the comments in the formula to understand what it does. This is a seeded formula provided as an example only. It takes a value from the annual deduction input value. If there have been no events that require proration, the formula returns the annual deduction divided by 12. If there have been proration events in the payroll period, then the formula calculates the appropriate deduction amount, assuming 365 days in the year. 28. Close the Edit Formula window. 29. Close the Formula window. 30. Navigate to the Formula Result Rules window: (N) Total Compensation > Basic > Formula Results THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 50 ONLY. COPYING ekit MATERIALS FROM THIS

61 31. Select Prorated Deduction xx in the Name field. 32. In the Processing Rules region, select Standard as the Name. 33. In the Formula field select UK_PRORATION_DEDUCTION. 34. Save your work. 35. Ensure that the Standard rule is selected and click in the Name field of the Formula Results region. 36. Select L_AMOUNT in the Name field. 37. Select Direct Result in the Type field. 38. Select Pay Value in the Input Value field. 39. Select Message in the Name field. 40. Select Message in the Type field. 41. Select Information in the Message Severity field. 42. Save your work. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 51 ONLY. COPYING ekit MATERIALS FROM THIS

62 Enter the Deduction For an Employee 43. Navigate to the Element Entries window: (N) FastPath > Entries 44. Find the employee Charles Ackroyd. 45. Set your effective date to 01-JAN In the Element Name field, select your deduction element. 47. Choose Cancel in the Cost Allocation flexfield window. 48. Choose (B) Entry Values. 49. Enter 3650 in the Annual Deduction field. 50. Save your work. 51. Close the Entry Values window. 52. Change your effective date to 18-FEB Requery the Element Entries: (M) View > Query by Example > Run. 54. Click on your deduction element (Prorated Deduction xx). THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 52 ONLY. COPYING ekit MATERIALS FROM THIS

63 55. Choose Delete from the Edit menu, choose Yes in the Decision box, and choose End Date in the DateTrack Choose an Option box. 56. Save your work. 57. Requery the Element Entries: (M) View > Query by Example > Run. Now you can see your entry with an end date of 18 Feb Run a QuickPay 58. Navigate to the QuickPay window: (N) FastPath > QuickPay 59. Find the employee Charles Ackroyd. 60. Set your effective date to 01-FEB Choose New from the File menu. 62. Select Regular in the Run Type field. 63. Save your work. 64. Choose (B) Element Selection. 65. Clear the Include in Run check box for all elements except your Prorated Deduction. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 53 ONLY. COPYING ekit MATERIALS FROM THIS

64 66. Save your work. 67. Close the Element Entries window. 68. Choose (B) Start Run. 69. When the Status field displays Complete, choose (B) View Results and select Run Results. 70. Select the Standard Run assignment action and choose OK. 71. View the run result, noting that the Pay Value is 180 (3650/365 * 18 days). THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 54 ONLY. COPYING ekit MATERIALS FROM THIS

65 Practice - Working with Element Design Wizard Overview Create an Earnings element using the Element Design Wizard. Assumptions Task You can use the OU HRMS Manager or OU Super HRMS Manager responsibility to perform this task. In this practice, we log in as ouhrms/welcome and use the OU HRMS Manager responsibility. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Set your effective date to 01-JAN This practice covers only the required steps for performing this task. Replace xx with your initials or the unique group identifier provided by your instructor. Create an Earnings Element Navigate to the Element Design Wizard page and create a salary element, MonthlySalary_xx. This element of the Earnings type must have a Recurring processing type and a termination rule of Actual Termination to ensure that you can process this element in payroll runs. THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 55 ONLY. COPYING ekit MATERIALS FROM THIS

66 Solution Working with Element Design Wizard Create an Earnings Element 1. Navigate to the Completed Elements page. (N) Total Compensation > Basic > Element Design Wizard 2. Click Create. 3. In the Create Element page, enter MonthlySalary_xx as the element name. 4. Enter Salary as the reporting name. 5. Select Earnings as the classification. 6. Set your effective date to 01-JAN Optionally, enter a description. 8. Set the Should employees automatically receive this element (Standard Link)? option to Yes. 9. Select Employment Termination Date (Actual Termination). THESE ekit MATERIALS ARE FOR YOUR USE IN THIS Chapter CLASSROOM 1 - Page 56 ONLY. COPYING ekit MATERIALS FROM THIS