Our Courses

(22B) Oracle HCM Cloud: US Payroll Ed 5

About This Course

This Oracle HCM Cloud: US Payroll training provides implementation training for consultants, partners, payroll managers, and payroll administrators. Expert Oracle University instructors will teach you how to set up payroll using Workforce Deployment tasks offered in the functional setup manager.

5 Days

10 Lectures

Copied

Course Content

  • 1 Course Overview
  • Lesson Objectives
  • Course Objectives
  • Course Agenda
  • Information Resources
  • 2 US Payroll Overview
  • Learning Objectives
  • Setup and Maintenance Tasks
  • Oracle Human Capital Management
  • US Payroll Overview
  • Payroll Processing Overview
  • Data Loading Overview
  • Payroll Area
  • Global Search
  • Oracle Payroll Country Extensions
  • Payroll Course Practice Journey – Overview
  • Summary
  • 3 Auditing Payroll Business Objects
  • Learning Objectives
  • Who does What
  • Set It Up
  • What Does it Look Like
  • Show Attribute Details
  • Summary
  • 4 Geographies
  • Learning Objectives
  • Define Geographies Overview
  • Manage Geographies
  • Load Geographies for US
  • Summary
  • iii
  • 5 Jurisdictions and Legal Authorities for HCM
  • Learning Objectives
  • Jurisdictions
  • Predefined Jurisdictions
  • Legal Authorities
  • Setting Self-Adjustment Methods
  • Summary
  • 6 Enterprise Structures
  • Learning Objectives
  • Enterprise Structures Overview
  • Enterprise Structures Terminology
  • Global Enterprise Structure Model: Organizational Model
  • Enterprise Structures Example
  • Legislative Data Group Overview
  • Legislative Data Groups and Payroll
  • Legal Entity Overview
  • Legal Entity Example
  • Legal Entities for HCM
  • Manage Legal Entity HCM Information
  • Summary
  • 7 Legal Reporting Units for HCM
  • Learning Objectives
  • Manage Legal Reporting Unit HCM Information
  • Legal Reporting Unit Calculation Cards
  • Calculation Rules for Federal Tax Reporting
  • Calculation Rules for Regional Tax Reporting
  • Features by Country or Territory
  • Features by Country or Territory Example
  • Summary
  • 8 Lookups, Value Sets, and Flexfields
  • Learning Objectives
  • Common Lookups
  • Payroll Lookups
  • Value Sets
  • Payroll Descriptive Flexfields
  • Summary
  • iv
  • 9 Person Records
  • Learning Objectives
  • People are Important
  • Assignments
  • Assignment-Level Security
  • Employees Want to Get Paid
  • What’s Your Status
  • Find Your Information
  • Payslips Access
  • Summary
  • 10 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
  • Summary
  • Payroll Course Practice Journey – Lesson 10
  • Practice
  • 10-15
  • 11 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
  • Tax Reporting Unit Support for Global Transfers
  • Transfer of Worker’s Payroll During Global Transfer
  • Payroll Transfer Assistance
  • Summary
  • Employee Profile: John Smith – Lesson 11
  • Employee Profile: Jane Williams – Lesson 11
  • v
  • Employee Profile: Karen Kendricks – Lesson 11
  • Payroll Course Practice Journey – Lesson 11
  • Practices
  • 12 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
  • FLSA Rules
  • Element Creation Through Scheduled Processes
  • Elements
  • Input Values
  • Manage Rules
  • Balance Feeds
  • Related Formulas, Elements, and Balances
  • Summary
  • Payroll Course Practice Journey – Lesson 12
  • Practices
  • 13 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
  • Manage Calculation Value Definitions
  • vi
  • Automatic End Date on Deduction Element Entries
  • Load Payroll Tax Information for US
  • Manage Payroll Calculation Information
  • Component Group Rules
  • Component Group Rules Example
  • Summary
  • Payroll Course Practice Journey – Lesson 13
  • Practices
  • 14 Element Entries
  • Learning Objectives
  • Element Entries Overview
  • Element Entry Methods
  • Manual Entry
  • Bulk Entry
  • Automatic Entry
  • Summary
  • Employee Profile: John Smith – Lesson 14
  • Employee Profile: Jane Williams – Lesson 14
  • Employee Profile: Karen Kendricks – Lesson 14
  • Payroll Course Practice Journey – Lesson 14
  • Practices
  • 15 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: Overview
  • HCM Spreadsheet Data Loader – What Does It Do
  • HCM Spreadsheet Data Loader Prerequisites
  • HCM Spreadsheet Data Loader: Advantages
  • Spreadsheet Restrictions
  • HCM Spreadsheet Data Loader: Process Summary
  • Summary
  • 16 Fast Formulas
  • Learning Objectives
  • User-Defined Tables Overview
  • vii
  • 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
  • Summary
  • Employee Profile: John Smith – Lesson 16
  • Payroll Course Practice Journey – Lesson 16
  • Practices
  • 17 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 Exception Example
  • Balance Groups
  • Balance Group Usages
  • Examples of Balance Group Usages
  • Balance Group Extract Definition Reporting
  • Summary
  • viii
  • Payroll Course Practice Journey – Lesson 17
  • Practices
  • 18 Calculate Payroll
  • Learning Objectives
  • Calculating Payroll Overview
  • Payroll Dashboard
  • Global Enterprise Structure Model
  • 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
  • Summary
  • Employee Profile: John Smith – Lesson 18
  • Employee Profile: Jane Williams – Lesson 18
  • Employee Profile: Karen Kendricks – Lesson 18
  • Payroll Course Practice Journey – Lesson 18
  • Practices
  • 19 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
  • Process Bank Corrections
  • Manage Corrections in a Checklist
  • When Actions Are Available for Selection
  • Summary
  • Employee Profile: Jane Williams – Lesson 19
  • Payroll Course Practice Journey – Lesson 19
  • Practices
  • ix
  • 20 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
  • Summary
  • Employee Profile: Jane Williams – Lesson 20
  • Payroll Course Practice Journey – Lesson 20
  • Practice
  • 21 Proration Event Groups
  • Learning Objectives
  • Payroll Event Groups Overview
  • Proration Setup Example
  • Proration Event Groups
  • Adding Qualifiers
  • Proration Configuration Steps
  • Add Proration Event Group to an Element
  • 21-8
  • Proration Event Group to an Element Example
  • Proration Rules
  • Work Schedules Used in Proration
  • Rules for Work Schedules Used in Proration
  • Summary
  • 22 Retroactive Event Groups
  • Learning Objectives
  • Retroactive Event Groups
  • Add Retroactive Event Group to an Element
  • Late Hires
  • Retroactive Setup Example
  • Retroactive Notification Report
  • Event Notifications
  • Summary
  • Employee Profile: John Smith – Lesson 22
  • Payroll Course Practice Journey – Lesson 22
  • Practices
  • x
  • 23 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
  • Bank Account Region
  • Configure Payment Method Preferences
  • Email Alerts for PPM Changes
  • Additional Email Alerts for PPM Changes
  • More Email Alerts for PPM Changes
  • One More Email Alert for PPM Changes
  • Summary
  • Employee Profile: Jane Williams – Lesson 23
  • Payroll Course Practice Journey – Lesson 23
  • Practice
  • 24 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
  • Summary
  • Payroll Course Practice Journey – Lesson 24
  • Practice
  • 24-12
  • 25 Calculation Cards
  • Learning Objectives
  • Calculation Cards
  • Types of Calculation Cards
  • Additional Types of Calculation Cards
  • Classifications
  • Calculation Components
  • Calculation Component Details
  • US Involuntary Deduction Data Values
  • US Involuntary Deduction Child Data Values
  • xi
  • Involuntary Deduction Payment Details Values
  • Involuntary Deduction Rules Values
  • Summary
  • Employee Profile: John Smith – Lesson 25
  • Payroll Course Practice Journey – Lesson 25
  • Practice
  • 25-17
  • 26 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
  • View Costing Process Results
  • Costing Setup Page Account Number Types
  • Costing an Element
  • Costing an Element Input Values
  • More Costing an Element Input Values
  • Person Costing
  • Summary
  • Payroll Course Practice Journey – Lesson 26
  • Practices
  • 27 Object Groups
  • Learning Objectives
  • Object Groups Overview
  • Element Group
  • Payroll Relationship Groups
  • Payroll Relationship Groups Characteristics
  • Summary
  • Employee Profile: John Smith – Lesson 27
  • Payroll Course Practice Journey – Lesson 27
  • Practices
  • xii
  • 28 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
  • Submit Flow Parameters
  • Notifications
  • Payroll Process Configuration
  • Summary
  • Employee Profiles – Lesson 28
  • Payroll Course Practice Journey – Lesson 28
  • Practice
  • 29 Process Payroll Using Payroll Flow Patterns
  • Lesson Objectives
  • Payroll Flows
  • Flow Parameters
  • Flow Interactions
  • Flow Schedules
  • Payroll Flow Sequence
  • Global Simplified Payroll Flow Pattern Tasks
  • Monitoring Processes
  • How Payroll Results Are Processed
  • Statement of Earnings
  • Payroll Post Processing
  • Payroll Calculation Reports
  • Payment Distribution Reports
  • Report Viewing Options
  • Checklists
  • Summary
  • Employee Profile: John Smith – Lesson 29
  • Employee Profile: Jane Williams – Lesson 29
  • Payroll Course Practice Journey – Lesson 29
  • Practices
  • xiii
  • 30 Security for Payroll
  • Learning Objectives
  • Security Overview
  • Data Role and HCM Security Profiles
  • Example: Data Role and HCM Security Profiles
  • Security Reference Implementation
  • Separation of 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
  • Summary
  • 31 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
  • Copy Payroll Balances During Global Transfers
  • Summary
  • Employee Profile: Jane Williams – Lesson 31
  • Payroll Course Practice Journey – Lesson 31
  • Practices
  • A Payroll Reconciliations
  • Learning Objectives A-2
  • Reconciliation Reports A-3
  • It’s a Balancing Act A-4
  • xiv
  • Before Starting the Reconciliation … A-5
  • Pay Period Balancing Steps A-6
  • Reconciling Statutory Deduction to Gross-to-Net Reports A-8
  • Reconciling Payroll Activity to Gross-to-Net Reports A-9
  • Reconciling the Payroll Register and Gross-to-Net Reports A-10
  • Monthly Balancing Steps A-11
  • Quarterly Balancing Steps A-12
  • Yearly Balancing Steps A-13
  • Year-End Wages and Taxes A-14
  • Year-End W-2 Reports A-15
  • Additional Reports for Payroll Balancing A-16

Related Courses