HR and Payroll White Paper

7/31/2019 HR and Payroll White Paper

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International HR and Payroll

Overview

This White Paper provides detailed information about International HR and Payroll, including whoit is intended for, how it is delivered, what it delivers and the subsequent steps that are required tofully configure the product.

The contents are:

o What is International HR and Payroll?

o Why Do We Need International HR and Payroll?

o Who Should Use International HR and Payroll?

o Can You Use International HR and Payroll for a Legislation That Has a Supported

Localization Delivered by Oracle HRMS?

o Can You Use International HR and Payroll for a Legislation That Has a Supported

Localization Delivered by a Third Party?

o What is the Process for Delivering Seed Data for International HR and Payroll?

o Can You Run International HR and Payroll Setup More Than Once for the Same

Legislation?

o What Will Happen if Oracle Delivers a Product Localization for a Legislation I

Have Implemented Using International HR and Payroll?

o Do You Have to Keep Up with the July FP Schedule if International HR and

Payroll is Installed?

o What Seed Data is Delivered with International HR and Payroll?

o Integration with HRMS Workbench

What is International HR and Payroll?


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International HR and Payroll is a templated solution for the delivery of a country specific versionof HRMS in those countries where Oracle does not currently provide a supported local version.

International HR and Payroll is the first stage of a two stage process:

1. You use the International HR and Payroll template to create a standard data-packcommon to core HRMS and all country specific versions.2. You complete the definition of your country specific data using the standard data-packas a foundation on which to configure your local processes, reports and data.

Why Do We Need International HR and Payroll?

Oracle HRMS delivers a number of localizations of the core HR and Payroll products. Theselocalizations extend the core product to meet the statutory and cultural requirements of a particularlegislation. They also ensure that these localizations are operational as soon as they are installed.

Note however, that for each localization there is always further configuration required to meet theneeds of a particular customer.

For legislations that do not have a localized version the core product provides a standard set ofHRMS functionality including the core payroll engine and all of its associated processes.

The HRMS product needs a defined set of seeded data to enable it to operate correctly. TheInternational HR and Payroll install provides you with:

o A generic set of data that is sufficient to enable the HR and Payroll product to

operate.

o A set of HR and payroll objects that you can use when implementing Oracle

HRMS.

Who Should Use International HR and Payroll?

International HR and Payroll can be used in the following circumstances:1. At a customer site where the customer wants to implement a business group for alegislation that is not delivered by Oracle HRMS or a partner.2. At a "Legislatively Independent" organization e.g. United Nations.

3. By a partner localization provider to generate the initial set of data upon which thepartner would build their localization scripts.4. As a starting point for a new Oracle HRMS product localization. In this case, theInternational HR and Payroll seed data acts as a template only because the localization isobliged to deliver it's own set of seed data.


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Can You Use International HR and Payroll for a Legislation

That Has a Supported Localization Delivered by Oracle

HRMS?

No.

If the customer chooses to implement the legislation, then the Oracle HRMS product localizationdelivers seed data, code and UI changes that could conflict with the data delivered withInternational HR and Payroll.

Can You Use International HR and Payroll for a Legislation

That Has a Supported Localization Delivered by a Third

Party?

Yes.

As long as you do not subsequently implement the third party localization.

What is the Process for Delivering Seed Data for

International HR and Payroll?

Follow these steps to implement International HR and Payroll1. Install Oracle HRMS

2. Run hrglobalThe definition of the International HR and Payroll seed data is stored in the global post-install loader file named $PER_TOP/patch/115/import/perlegzz.pdt. This loader runsduring the post-install of global data and delivers seed data into a pseudo-legislation withthe legislation code ZZ.See Latest HRMS (HR Global) Legislative Data Patch (Note 145837.1) for more details onhow to run the global post-install steps.3. Run Translated Patch for Reference DateIf the language you will be using is not English, then you must run the NLS version of thelatest HRMS (hrglobal) legislative data patch for the language you need.The legislative data patch translates the International HR and Payroll seed data that was

initially loaded into the ZZ legislation.Then, when you subsequently run the International HR and Pay process. the translated datais copied to the new legislation.4. Run Concurrent Program to Define New LegislationYou must run the concurrent process International HRMS Setup to copy the data in the ZZlegislation to a new legislation.The concurrent process:


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o Loads the data in the ZZ legislation into the HR_S tables, ready for delivery.

o Uses the contents of the HR_S tables to deliver the data into the new legislation.

The new legislation code is entered as a parameter to the concurrent process. The full list of

parameters to the concurrent program is as follows:

Legislation

This defines the new legislation into which the seed data will be copied.

N.B. The new legislation must be one that is different from a currently supported legislation.

Currency

This defines the currency in which the seeded balances will be accumulated.

Due to the architecture of HRMS, this also means that the currency code of any business groupsdefined for this legislation should have the same currency.

Tax Year Start Date

This defines the date in DD/MM format on which the tax year starts. It is used to populate theLegislation Rule of type `L'. The tax year start date is used to determine the expiry of Year to Datebalances.

Install Tax Unit

This determines whether the legislation will provide a mandatory tax unit segment in theAssignment Statutory Information flexfield.

If the tax unit is to be supported then additional balance dimensions will be delivered so thatbalance values can be retrieved for particular tax units.

The default is not to enable the Tax Unit.

5. Configure PayrollWhen the International HR and Payroll process has completed, you can then begin using

the new legislation for a business group.However in order to run payroll, you must perform these additional configuration steps:

Define Bank Key Flexfield Structure for the Legislation

The bank account structure for the new legislation is created during the setup process, and theappropriate legislation rule is created to ensure that the bank account structure is available withinthe legislation.


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o Advance Pay

o Archive and Online Payslip

o Statement of Earnings

o Cheque Writer

o Cash

Further implementation is required to enable these processes. See Implementing Oracle HRMS formore information.

6. Enter transaction data and process payrollOnce the payroll configuration is complete, you can enter transactional data and run Oraclepayroll for the new legislation.

Can You Run International HR and Payroll Setup MoreThan Once for the Same Legislation?

Yes.

The International HR and Payroll setup process uses the standard HRMS data delivery mechanism.It detects whether there have been any changes to the previously delivered seed data and it mergesany new or changed data.

No user data will be changed during this process.

What Will Happen if Oracle Delivers a Product Localization

for a Legislation I Have Implemented Using International

HR and Payroll?

Future Oracle HRMS product localizations will be based upon the International HR and Payrollframework. This will ensure that there is some degree of consistency between the productlocalization and any implementation of International HR and Payroll.

Oracle HRMS currently has no plans to provide an upgrade from International HR and Pay to a

new product localization. If a customer should wish to subsequently migrate from a customsolution to the corresponding new product solution then the customer would be responsible formanaging that migration.

Do You Have to Keep Up with the July FP Schedule if

International HR and Payroll is Installed?


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Only if other supported Oracle HRMS product localizations have been installed.

What Seed Data is Delivered with International HR and

Payroll?

The following seed data is delivered by the International HRMS Setup process:

o Element Classifications

o Balance Dimensions

o Balances

o Defined Balances

o Legislation Rules

o Legislative Field Information

o Run Types

o Tax Unit

Element Classifications

This table describes the seeded element classifications:

Classification Name Low Priority High Priority Default Priority Debit or Credit

Information 0 1000 500 D

Earnings 1001 2000 1500 D

Absence 2001 3000 2500 D

Supplemental Earnings 3001 4000 3500 D

Taxable Benefits 4001 5000 4500 D

Pre-Tax Deductions 5001 6000 5500 CTax Deductions 6001 7000 6500 C

Direct Payment 7001 8000 7500 D

Employer Charges 8001 9000 8500 D

Involuntary Deductions 9001 10000 9500 C

Voluntary Deductions 10001 11000 10500 C


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Balance Dimensions

This table describes the seeded balance dimensions:

Dimension Name Type Database Item Suffix

Payments N _PAYMENTS

Assignment Run R _ASG_RUN

Assignment Inception to Date A _ASG_ITD

Assignment Processing Period to Date A _ASG_PTD

Assignment Calendar Month to Date A _ASG_MONTH

Assignment Calendar Quarter to Date A _ASG_QTD

Assignment Calendar Year to Date A _ASG_YTD

Assignment Tax Quarter to Date A _ASG_TQTD

Assignment Tax Year to Date A _ASG_TYTD

Assignment Fiscal Quarter to Date A _ASG_FQTD

Assignment Fiscal Year to Date A _ASG_FYTD

Person Inception to Date P _PER_ITD

Person Processing Period to Date P _PER_PTD

Person Calendar Month to Date P _PER_MONTH

Person Calendar Quarter to Date P _PER_QTD

Person Calendar Year to Date P _PER_YTD

Person Tax Quarter to Date P _PER_TQTD

Person Tax Year to Date P _PER_TYTD

Person Fiscal Quarter to Date P _PER_FQTD

Person Fiscal Year to Date P _PER_FYTD

Element Entry Inception to Date A _ENTRY_ITD

Element Entry Processing Period to Date A _ENTRY_PTD

Element Entry Calendar Month to Date A _ENTRY_MONTH

Element Entry Calendar Quarter to Date A _ENTRY_QTD

Element Entry Calendar Year to Date A _ENTRY_YTD

When the tax unit segment is enabled the following set of Tax Unit dependent balance dimensionsare enabled, allowing balance values to be retrieved for a given Legal Entity.


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Dimension Name Type Database Item Suffix

Assignment Within Tax Unit Inception to Date A _ASG_TU_ITD

Assignment Within Tax Unit Processing Period to Date A _ASG_TU_PTD

Assignment Within Tax Unit Calendar Month to Date A _ASG_TU_MONTH

Assignment Within Tax Unit Calendar Quarter to Date A _ASG_TU_QTD

Assignment Within Tax Unit Calendar Year to Date A _ASG_TU_YTD

Assignment Within Tax Unit Tax Quarter to Date A _ASG_TU_TQTD

Assignment Within Tax Unit Tax Year to Date A _ASG_TU_TYTD

Assignment Within Tax Unit Fiscal Quarter to Date A _ASG_TU_FQTD

Assignment Within Tax Unit Fiscal Year to Date A _ASG_TU_FYTD

Person Within Tax Unit Inception to Date P _PER_TU_ITD

Person Within Tax Unit Processing Period to Date P _PER_TU_PTD

Person Within Tax Unit Calendar Month to Date P _PER_TU_MONTH

Person Within Tax Unit Calendar Quarter to Date P _PER_TU_QTD

Person Within Tax Unit Calendar Year to Date P _PER_TU_YTD

Person Within Tax Unit Tax Quarter to Date P _PER_TU_TQTD

Person Within Tax Unit Tax Year to Date P _PER_TU_TYTD

Person Within Tax Unit Fiscal Quarter to Date P _PER_TU_FQTD

Person Within Tax Unit Fiscal Year to Date P _PER_TU_FYTD

Balances

This table describes the seeded balance:

Balance Name Reporting Name Unit of Measure

Total Payments Total Payments M

Defined Balances

This table describes the seeded defined balances:

Balance Name Dimension Name

Total Payments Payments


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The Total Payments Balance is seeded without any Balance Classifications. This means that youhave to enter the individual feeds for this balance.

Legislation Rules

This table describes the seeded legislation rules:

Rule Type Rule Mode Comments

ACTION_CONTEXTS Y This rule is always enabled. It meansthat you always save the contextinformation from a payroll run or otherpayroll action. This makes it easier topurge your unwanted data.

BAL_INIT_VALIDATION N This rule is always set to N to specify

that balance initialization validation isnot supported. You can override thisdefault, but if you do, you will also needto write a procedure to enable balanceinitialization validation.

E {LegCode}_BANK_DETAILS

This holds the ID for the Bank keyflexfield.

I N This rule determines whetherassignments are time independent ofeach other. It is always set to N. This

means that assignments are notindependent of each other. They arealways synchronized to preserve theintegrity of person level balances whenprocessing a payroll.

L 01/01 This rule holds the tax year start date.

PAYWSACT_SOE N This rule is set to exclude the display ofthe Statements of Earnings from theAssignments Process form.

PAYWSRQP_DS N This rule is set to exclude the display of

the Statements of Earnings from theQuickPay form.

RUN_TYPE_FLAG Y This rule is set on delivery to enable youto use the delivered run types. TheRUN_TYPE_ENABLE legislative fieldinformation is also set to exclude the useof user-created run types. You can only


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use those run types that are delivered asstandard, and you cannot subsequentlyadd extra run types.

SOE N This rule is set to exclude the display ofStatement of Earnings.

In addition, this legislation rule is delivered if you choose the Tax Unit option when you run theInternational HRMS Setup process:

Rule Type Rule Mode Comments

S {LegCode}_BANK_DETAILS

This rule holds the ID for the SCL key flexfield.

SDL A This rule establishes the SCL level. It is alwaysassignment.

TAX_UNIT Y This rule is set to indicate that the Tax Unit is enabled.It is created as a mandatory segment in the SCL keyflexfield.

Legislative Field Info

This table describes the seeded legislative field information:

Field NameValidatio

n NameValidation Type

Target

LocationRule Type

RUN_TYPE ENABLE

ET_USAGE ENABLE

RT_ORG_METHOD

ENABLE

CONTEXT_VALUE DISPLAY BLOCK_PROPERTY

PAYWSACT BALANCE_BREAKDOWN

Run Types

This table describes the seeded run types:

Run Type Usage (Sequence)


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Main Standard (1) Process Alone (2) Pay Separately (3)

Standard

Process Alone

Pay Separately

In addition to the delivery of the above seed data the International HR and Payroll Setup processalso creates some further objects as follows:

Tax Unit

If the tax unit parameter is set to Yes then the setup process will determine whether there is anexisting flexfield structure for the SCL flexfield with a code of{Legislation_Code}_STRUCTURE_INFO. If this structure does not exist then a new structure willbe created, otherwise the existing one will be used.

In addition the process will create the Tax Unit flexfield segment in this structure using theSEGMENT1 column. The value set will be HR_TAX_UNIT_NAME that will return theorganizations identified with a classification of "GRE/Legal Entity".

The Statutory Information TAB on the Assignment form is enabled allowing access to the SCLflexfield.

The tax unit is mandatory when the employee is associated with a payroll.

Integration with HRMS Workbench

As HRMS Workbench support of business group creation is enhanced it will make use of theInternational HR and Payroll Setup process to deliver the default legislation data for new businessgroups where the legislation does not already exist.

The HRMS Workbench process will default parameter values into the International HR and Payrollsetup routine so that the HRMS Workbench dialog does not have to gather data about eachindividual legislation. The default values for each legislation have been determined followinganalysis of the legislative requirements.

HR and Payroll White Paper

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