(20D) Oracle HCM Cloud: Canadian Payroll

Oracle HCM Cloud: Canadian Payroll Course Overview

• Lesson Objectives
• Course Objectives
• Course Agenda
• Information Resources

Canadian Payroll Overview

• Learning Objectives
• Oracle Human Capital Management
• Canadian Payroll Overview
• Payroll Processing Overview
• Data Loading Overview
• Oracle Payroll Country Extensions
• Accessing Payroll
• Accessing Payroll Quick Actions
• Employee Payroll Self Service
• Instructor Demonstration
• Summary
• Practices

Auditing Payroll Business Objects

• Learning Objective
• Who Does What
• Setting It Up
• What Does it Look Like
• Show Attribute Details
• Instructor Demonstration
• Summary

Geographies

• Learning Objective
• Defining Geographies Overview
• Managing Geographies
• Loading Geographies for Canada
• Instructor Demonstration
• Summary

Jurisdictions and Legal Authorities for HCM

• Learning Objectives
• Jurisdictions
• Predefined Jurisdictions
• Legal Authorities
• Instructor Demonstration
• Summary

Enterprise Structures

• Learning Objectives
• Enterprise Structures Overview
• Enterprise Structures Terminology
• Global Enterprise Structure Model: Organizational Model
• Legislative Data Group Overview
• Legislative Data Groups And Payroll
• Tax Reporting Unit Support for Global Transfers
• Legal Entity Overview
• Legal Entity Example
• Legal Entities for HCM
• Managing Legal Entity HCM Information
• Instructor Demonstration
• Summary
• Practices

Legal Reporting Units for HCM

• Learning Objectives
• Managing Legal Reporting Unit HCM Information
• Legal Reporting Unit Calculation Cards
• Calculation Rules for Tax Reporting
• Features by Country or Territory
• Features by Country or Territory Example
• Instructor Demonstration
• Summary

Lookups, Value Sets, And Flexfields

• Learning Objectives
• Common Lookups
• Payroll Lookups
• Value Sets
• Payroll Descriptive Flexfields
• Instructor Demonstration
• Summary
• Practices

Person Records

• Learning Objectives
• People Are Important
• Assignments
• Employees Want to Get Paid
• What’s Your Status
• Find Your Information
• Instructor Demonstration
• Summary

Bank Accounts And Organizational Payment Methods

• Learning Objectives
• Payment Methods Prerequisites
• Financials Setup
• Banks, Branches, And Bank Accounts
• Bank Security
• Organization Payment Method Overview
• Organization Payment Method Uses
• Organization Payment Method Components
• Payment Sources
• Payment Method Rules
• Payment Method Rules Examples
• Instructor Demonstration
• Summary
• Practices

Pay Frequencies

• Learning Objectives
• Global Enterprise Structure Model: Processing Configuration
• Consolidation Groups
• Payroll Definitions Overview
• Create Payroll Definitions: Basic Details Page
• Time Definitions
• Run Types
• Transfer of a Worker’s Payroll During Global Transfer
• Instructor Demonstration
• Summary
• Practices

Payroll Earning Elements

• Learning Objectives
• Elements Overview
• Element Component Example
• Elements And The Payroll Employment Model
• Element Classifications
• Primary Classifications
• Secondary Classifications
• Subclassifications
• Predefined Elements
• Element Templates
• Element Template Sections
• Currency
• Durations
• Standard Rules
• Calculation Rules
• Special Rules
• Element Creation Through Scheduled Processes
• Elements
• Input Values
• Managing Rules
• Balancing Feeds
• Related Formulas, Elements, And Balances
• Instructor Demonstration
• Summary
• Practices

Payroll Deduction Elements

• Learning Objectives
• Payroll Deductions Overview
• Deduction Components Example
• Component Groups Categories
• Component Group Category Details
• Involuntary Deduction Element
• Involuntary Deduction Element Creation
• Managing Calculation Value Definitions
• Automatic End Date on Deduction Element Entries
• Loading Payroll Tax Information for Canada
• Managing Payroll Calculation Information
• Component Group Rules
• Component Group Rules Example
• Instructor Demonstration
• Summary
• Practices

Element Entries

• Learning Objectives
• Element Entries Overview
• Element Entry Methods
• Manual Entry
• Bulk Entry
• Automatic Entry
• Instructor Demonstration
• Summary
• Practices

Bulk Loading Data

• Lesson Objectives
• Importing Data: Key Data Loaders
• Bulk Loading And Maintaining Payroll Data
• HCM Data Loader Overview
• HCM Data Loader Key Features
• HCM Data Loader User Interfaces
• HCM Spreadsheet Data Loader Considerations
• HCM Spreadsheet Data Loader Overview
• HCM Spreadsheet Data Loader: What It Does
• HCM Spreadsheet Data Loader Prerequisites
• HCM Spreadsheet Data Loader Advantages
• Spreadsheet Restrictions
• HCM Spreadsheet Data Loader: Process Summary
• Instructor Demonstration
• Summary

Fast Formulas

• Objectives
• User-Defined Tables Overview
• User-Defined Table Match Example
• User-Defined Table Range of Values Example
• Fast Formula Overview
• Fast Formula Types
• Creating Fast Formulas
• Ways to Create Fast Formulas
• Fast Formula Components
• Variables
• Assignment Statements
• Return Statements
• Input Statements
• Expressions
• Operators
• Conditions
• Comments
• Database Items
• Flexfield Database Items
• Functions
• Fast Formula Validation
• Instructor Demonstration
• Summary
• Practices

Balance Definitions

• Learning Objectives
• Balance Definitions
• Balance Feeds by Input Values
• Balance Feeds by Element Classifications
• Balance Feeds by Elements and Element Classifications
• Balance Feeds by Single Element
• Balance Dimensions
• Generated Balances and Database Items
• Balance Initialization
• Balance Exceptions and Exception Reports
• Balance Groups
• Balance Group Usages
• Balance Group Extract Definition Reporting
• Instructor Demonstration
• Summary
• Practices

Calculate Payroll

• Learning Objectives
• Calculating Payroll: Overview
• Payroll Dashboard
• How Payroll Results Are Processed
• Calculate Payroll
• Additional Ways to Calculate Payroll
• Parameters for Calculating Payroll
• Flow Interaction
• Flow Schedules
• Verify Results
• Reporting of Units Other Than Time
• Instructor Demonstration
• Summary
• Practices

Error Corrections

• Lesson Objectives
• Payroll Corrections
• Mark for Retry And Retry
• Rollback And Reversal
• Roll Back Errors Rule for Payroll Flows
• Element Entry Rollback
• Payment Corrections
• Void Payments
• Processing Bank Corrections
• Managing Corrections in a Checklist
• When Actions Are Available For Selection
• Instructor Demonstrations
• Summary
• Practices

QuickPay

• Lesson Objectives
• QuickPay
• Calculate QuickPay
• Corrections Using QuickPay
• Statement of Earnings Summary
• View Process Results
• QuickPay: Scope of Corrections
• Make External Payments
• Calculate QuickPay Methods
• Instructor Demonstration
• Summary
• Practices

Proration Event Groups

• Learning Objectives
• Payroll Event Groups Overview
• Proration Setup Example
• Proration Event Groups
• Adding Qualifiers
• Proration Configuration Steps
• Adding Proration Event Group to an Element
• Proration Event Group to an Element Example
• Proration Rules
• Work Schedules Used in Proration
• Rules for Work Schedules Used in Proration
• Instructor Demonstration
• Summary

Retroactive Event Groups

• Learning Objectives
• Retroactive Event Groups
• Adding Retroactive Event Group to an Element
• Late Hires
• Retroactive Setup Example
• Retroactive Notification Report
• Event Notifications
• Instructor Demonstration
• Summary

Personal Payment Methods

• Learning Objectives
• Banks, Branches, And Bank Accounts
• Who Can Create Banks And Branches
• Personal Payment Methods Overview
• Splitting Up Payments
• Personal Payment Method Processes
• Configuring Payment Method Preferences
• Instructor Demonstration
• Summary
• Practice

Third-Party Payment Methods

• Learning Objectives
• Third-Party Payments
• Third Parties and Third-Party Organization Payment Methods
• Third Parties
• Party Usage Codes
• Party Usage Codes Defined
• More Party Usage Codes Defined
• Third-Party Organization Payment Methods
• Instructor Demonstration
• Summary
• Practice

Calculation Cards

• Learning Objectives
• Calculation Cards
• Types of Calculation Cards
• Additional Types of Calculation Cards
• Classifications
• Calculation Components
• Canadian Involuntary Deduction Data Values
• Instructor Demonstration
• Summary
• Practice

Payroll Costing

• Learning Objectives
• Payroll Costing Overview
• Payroll Costing Setup Prerequisites
• Cost Allocation Key Flexfield Overview
• Cost Allocation Key Flexfield Example
• Cost Allocation Key Flexfield Setup
• Value Set Setup
• Cost Hierarchy Overview
• Cost Hierarchy
• Payroll Costing
• Viewing Costing Process Results
• Costing Setup Page Account Number Types
• Costing an Element
• Costing an Element Input Value
• More on Costing an Element Input Value
• Instructor Demonstrations
• Summary
• Practices

Object Groups

• Learning Objectives
• Object Groups Overview
• Element Groups
• Payroll Relationship Groups
• Payroll Relationship Groups Characteristics
• Summary
• Practices

Payroll Flow Patterns

• Learning Objectives
• Payroll Flow Pattern Overview
• Payroll Flow Checklist
• Payroll Flow Pattern Components
• Tasks
• Payroll Flow Tasks
• Task Sequence
• Task And Flow Owners
• Task Parameters And Flow Parameters
• Submitting Flow Parameters
• Notifications
• Instructor Demonstration
• Summary
• Practice

Security for Payroll

• Learning Objectives
• Security Overview
• Data Role And HCM Security Profiles
• Example: Data Role And HCM Security Profiles
• Security Reference Implementation
• Separating Payroll Duties by Job Roles
• Provisioning Users With Roles
• Role Provisioning Events
• HCM Security Profiles
• HCM Security Profile Types
• HCM Security Profile Uses
• HCM Security Profiles Best Practices
• Payroll Security Profile
• Payroll Flow Security Profile
• Instructor Demonstration
• Summary

Balance Adjustments

• Learning Objectives
• When to Adjust Balances
• Regulated Limits And Related Balances
• Adjustment Methods
• Elements to Adjust
• Input Values to Adjust
• Geography Context to Adjust
• Adjustments With Refunds
• How to Pay Refunds
• Balance Adjustments to Cost
• Examples of Costing Balance Adjustments
• Reporting Balance Adjustments
• Documenting Balance Adjustment Details
• Instructor Demonstration
• Summary
• Practices

Payroll Reconciliations And Year-End Processing

• Learning Objectives
• Reconciliation Reports
• It’s a Balancing Act
• Before Starting the Reconciliation…
• Pay Period Balancing Steps
• Reconciling Statutory Deduction to Gross-to-Net Reports
• Reconciling Payroll Activity to Gross-to-Net Reports
• Reconciling the Payroll Register and Gross-to-Net Reports
• Monthly Balancing Steps
• Quarterly Balancing Steps
• Yearly Balancing Steps
• End-of-Year Processing for Canada
• Additional Reports for Payroll Balancing