R12 Oracle Payroll Fundamentals: Earnings and Deductions

Audience:

• Support Engineer
• Functional Implementer
• Technical Consultant
• End Users

Course Objectives:

• Explain the role of payroll balances
• Define new balances and balance feeds
• Use the Element Design Wizard
• Use predefined earnings types
• Manage arrears
• Define deferred compensation plans and tax sheltered annuities
• Set up and use catch up provisions
• Set up payroll earnings and deductions for your organization
• Provide editing and validation capabilities for earnings and deductions

Course Topics:

Introduction to Earnings and Deductions

• Introduction to Payroll Earnings and Deductions

Earnings and Deductions

• Predefined Earning Types
• Recording Hours Worked and Not Worked
• Labor Recording Element
• Termination Rule for Predefined Earnings
• Initiating Earnings and Deductions
• Special Inputs Element
• Configuring Generated Components
• Initiating an Earnings Type

Deductions

• Initiating a Deduction
• Start Rules
• Stop Rules
• Amount Rules
• Managing Arrears
• Pre-tax Deductions
• Multiple Pre-tax Deductions
• Deductions – Balances

Element Setup for Payroll

• Balances
• Predefined Balance Dimensions
• Balance Attributes
• Balance Categories
• Base Balances
• Defining Balances Feeds
• Defining Feeds Using Element Classifications
• Creating Individual Balance Feeds

Batch Element Entry and Linking Elements

• BEE Process
• Data Entry Using BEE
• Entering Batches
• Entering Batch Lines
• Batch Control Totals
• Purging a Batch from BEE
• Rolling Back Entries Created by a Batch

Writing Formulas

• Types of Formulas
• Formula Components
• Using the ROUND Function
• Aliases
• Setting Default Values
• Database Items
• Defining Formula Results and Processing Rules

Controlling the Frequency of Processing an Element

• Frequency Rules
• Skip Rule Formulas
• Skip Rule Formula Example

RetroPay

• RetroPay Process
• Types of RetroPay
• Enhanced RetroPay Example
• Setting Up RetroPay by Element
• Setting Up Enhanced RetroPay
• Running Enhanced RetroPay
• Costing RetroPay Results
• RetroCosting

Net-to-Gross and Proration

• Creating a Net-to-Gross Earnings Type
• Net-to-Gross Processing Excluding Balances
• Proration Setup
• Rate Type Information
• Contract Types Table

Third-Party Payments

• Entering Third-Party Payments for an Employee
• Payee: Organization
• Payee: Contacts
• Recording Third-Party Payments for an Employee
• Managing Deductions
• Third-Party Processing Priorities
• Protected Earnings
• Producing Checks/Cheques for Third-Party Payments

Wage Attachments

• Involuntary Deductions
• User Defined Wage Attachments
• Wage Attachment Rules
• Wage Attachment Fee Administration

Savings and Retirement (US)

• Retirement Savings Plans
• Deferred Compensation Plans and Tax Sheltered Annuities
• Pre- and Post-tax Contributions
• Employer Matching for 401(k), 403(b), and 457
• Catch-up Provisions
• Input Values on Catch-up Element
• Setting Up Deferred Compensation Plans and Tax-sheltered Annuities

HR/Payroll Extracts

• Extract HR/Payroll Data for Reporting
• Predefined Extracts
• Configuring HR/Payroll Extracts
• Using HR/Payroll Extracts
• Running HR/Payroll Extracts

State Retirement System Plans

• State Retirement System Plans
• Defined Benefit and Contribution Plans
• Generated Elements
• Plan Element and Inputs
• Grandfathering Options
• Ten Year Rule
• State Retirement System Extract
• Setting Up State Retirement System Plans