White Paper: International HR and Payroll

Last revised: December 12, 2013

See: Change Record
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 Latest 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
o What are the Additional Features that you can Configure for Use with International HR and Payroll?
What is International HR and Payroll?
International HR and Payroll is a templated solution for the delivery of a country specific version of 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-pack common to core HRMS and all country specific
versions.
2. You complete the definition of your country specific data using the standard data-pack as 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. These localizations extend the core product to meet the
statutory and cultural requirements of a particular legislation. 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 the needs of a particular customer.
For legislations that do not have a localized version the core product provides a standard set of HRMS 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. The International 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 a legislation 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 the partner would build their localization scripts.
4. As a starting point for a new Oracle HRMS product localization. In this case, the International HR and Payroll seed data acts as a
template only because the localization is obliged to deliver it's own set of seed data.
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 localization delivers seed data, code and UI changes that
could conflict with the data delivered with International HR and Payroll.
Can You Use International HR and Payroll Setup to Install Payroll Solution for a Localization that has Oracle HRMS HR only Support?
No.
You cannot use International HR and Payroll product to implement Payroll for a localization that has HR support only.
The Oracle HRMS seeded data, code and user interface changes for a supported legislation can conflict with the data delivered with the
International HR and Payroll product.
When you try to run the International HRMS Setup concurrent process for a supported legislation (HR only or Payroll), the application displays
the following error: "Localization is supported for this legislation, the generic patch will not be applied".
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 Payroll:
o Install Oracle HRMS
o Run hrglobal
The 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 runs during the post-install of global data and delivers seed data into a pseudo-legislation
with the legislation code ZZ.
See Latest HRMS (HR Global) Legislative Data Patch (Note <145837.1> for more details on how to run the global post-install steps.
o Run Translated Patch for Reference Date
If the language you will be using is not English, then you must run the NLS version of the latest 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 data is copied to the new legislation.
o Run Concurrent Program to Define New Legislation
You must run the concurrent process International HRMS Setup to copy the data in the ZZ legislation to a new legislation. The concurrent
process:
Loads the data in the ZZ legislation into the HR_S tables, ready for delivery.
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 groups defined 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 the Legislation Rule of type `L'. The tax year start date
is used to determine the expiry of Year to Date balances.
Install Tax Unit
This determines whether the legislation will provide a mandatory tax unit segment in the Assignment Statutory Information flexfield.
If the tax unit is to be supported then additional balance dimensions will be delivered so that balance values can be retrieved for particular tax
units. The default is not to enable the Tax Unit.
o Configure Payroll
When 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 the appropriate legislation rule is created to ensure
that the bank account structure is available within the legislation.
The bank account structure is named {Legislation_Code}_BANK_DETAILS and is created without any segments. You must, therefore, configure
the new structure by creating new segments to capture the bank details of an organization or person.
Create Payment Types
You can define legislative specific payment types through the Define Payment Types window.
When creating the Electronic File Transfer (EFT) payment type, you must also provide a named packaged procedure. This
procedure defines how the EFT file should be created. This is applicable to releases prior to R12.1 HRMS RUP5.
R12.1 HRMS RUP5 (13418800) delivers Direct Deposit functionality for International Payroll. If you want to use the Direct
Deposit functionality for creating the electronic file then you can specify the predefined procedure
pay_magtape_generic.new_formula. The procedure has the logic to generate XML file with employer, employee, and
payment details. You can customize the template to meet the country specific requirement to produce the EFT file.
You can choose to use either the predefined procedure pay_magtape_generic.new_formula or create your own
procedure to define how the EFT file should be created while running the Process Direct Deposit (International Payroll).
Create Elements and Formulae
International HR and Payroll does not deliver any statutory element types or formulae. You must be set these up when configuring the payroll.
Create Balances
International HR and Payroll does not deliver balance types or defined balances (except for the Total Payments balance). You must set these up
when configuring the payroll.
Balance Initialization
The Balance Initialization process delivered within the Core Payroll application is sufficient to initialize the balances delivered by the
International HR and Payroll setup.
The balance initialization process for International HR and Payroll balances detects that the balance batch lines refer to a dimension known to
International HR and Payroll. In this case it has sufficient information about the dimension to know how to populate the initial balance values.
Additional Payroll Processes
The following payroll processes are not immediately available using International HR and Payroll:
Advance Pay
Cash Management Integration
Further implementation is required to enable these processes. See Oracle HRMS Implementation Guide for more information.
Enter transaction data and process payroll.
Once the payroll configuration is complete, you can enter transactional data and run Oracle Payroll for the new legislation.
Can You Run International HR and Payroll Setup More Than 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 merges any 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 Payroll framework. This will ensure that there is some
degree of consistency between the product localization 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 custom solution to the corresponding new product solution then the customer would be responsible for
managing that migration.
Do You Have to Keep Up with the Latest RUP Schedule if International HR and Payroll is Installed?
Yes. You must install the latest RUP if you are using International Payroll. Please refer to Document 295406.1for more information.
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 Balances Attributes
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 C
Tax 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
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 dimensions are enabled, allowing balance values to be
retrieved for a given Legal Entity.
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
The Total Payments Balance is seeded without any Balance Classifications. This means that you have to enter the individual feeds for this
balance.
Balances Attributes
This table describes the seeded defined balance attributes:
Balance Attribute Name
Online SOE Balance Attribute
Statutory Balance Attribute
Legislation Rules
This table describes the seeded legislation rules:
Rule Type Rule Mode Comments
ACTION_CONTEXTS Y This rule is always enabled. It means that you always save the context information from a
payroll run or other payroll action. This makes it easier to purge your unwanted data.
BAL_INIT_VALIDATION N This rule is always set to N to specify that balance initialization validation is not supported.
You can override this default, but if you do, you will also need to write a procedure to
enable balance initialization validation.
E {Leg
Code}_BANK_DETAILS
This holds the ID for the Bank key flexfield.
I N This rule determines whether assignments are time independent of each other. It is always
set to N. This means that assignments are not independent of each other. They are always
synchronized to preserve the integrity of person level balances when processing a payroll.
L 01/01 This rule holds the tax year start date.
PAYWSACT_SOE N This rule is set to exclude the display of the Statements of Earnings from the Assignments
Process form.
PAYWSRQP_DS Y This rule is set to include the display of the Statements of Earnings from the QuickPay form.
RUN_TYPE_FLAG Y This rule is set on delivery to enable you to use the delivered run types. The
RUN_TYPE_ENABLE legislative field information is also set to exclude the use of user-
created run types. You can only use those run types that are delivered as standard, and you
cannot subsequently add extra run types.
SOE Y This rule is set to include the display of Statement of Earnings from the Assignments Process
form.
RETROELEMENT_CHECK Y This rule determines that the field RetroPay Element appears in the Element window of the
localized product.
DC {Currency Code of the
localization}
This rule holds the currency code of the legislation.
MAGTAPE_FILE_SAVE Y This rule determines in magnetic tape files are to be saved in the internal tables.(Applicable
from R12.1 HRMS RUP5 (13418800) onwards).
ADVANCED_RETRO Y This rule enables Enhanced RetroPay mechanism. (Applicable from R12.1 HRMS RUP5
(13418800) onwards).
PAYSLIP_MODE XDO This rule determines the Online Payslip architecture. (XDO or OAF).Enables the functionality
to re-hire the employee before final process date. (Applicable from R12.1 HRMS RUP5
(13418800) onwards).
REHIRE_BEFORE_FPD Y Enables the functionality to re-hire the employee before final process date. Enables the
functionality to re-hire the employee before final process date. (Applicable from R12.1
HRMS RUP5 (13418800) onwards).
In addition, this legislation rule is delivered if you choose the Tax Unit option when you run the International HRMS Setup process:
Rule Type Rule Mode Comments
S {Leg
Code}_BANK_DETAILS
This rule holds the ID for the SCL key flexfield.
SDL A This rule establishes the SCL level. It is always assignment.
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
key flexfield.
Legislative Field Info
This table describes the seeded legislative field information:
Field Name Validation Name Validation Type Target Location Rule Type Rule Mode
RUN_TYPE ENABLE
ET_USAGE ENABLE
RT_ORG_METHOD ENABLE
CONTEXT_VALUE DISPLAY BLOCK_PROPERTY PAYWSACT BALANCE_BREAKDOWN
COSTING_TAB DISPLAY TAB_PAGE_PROPERTY PAYWSDPM DISPLAY
EC_USAGE ENABLE Y
PRORATION_GROUP_NAME DISPLAY Y
TAX_PROCESSING_TYPE DISPLAY ITEM_PROPERTY PAYWSRQP RUN_TYPE_FLAG Y
RUN_RESULTS_BUTTON ACTION_TYPE <blank> PAYWSVAV LAUNCH_FORM X
CHOOSE_PAYSLIP ITEM_PROPERTY DISPLAY PAY_PAYSLIP PAYSLIP_EMPLYR_ADDR ORG
Note:RUN_RESULTS_BUTTON and CHOOSE_PAYSLIP are available only from R12.1 HRMS RUP5 (13418800) onwards.
Run Types
This table describes the seeded run types:
Run Type Usage (Sequence)
Main Standard (1) Process Alone (2) Pay Separately (3)
Standard
Process Alone
Pay Separately
Tax Unit
If the tax unit parameter is set to Yes then the setup process will determine whether there is an existing flexfield structure for the SCL flexfield
with a code of {Legislation_Code}_STRUCTURE_INFO. If this structure does not exist then a new structure will be created, otherwise the existing
one will be used.
In addition the process will create the Tax Unit flexfield segment in this structure using the SEGMENT1 column. The value set will be
HR_TAX_UNIT_NAME that will return the organizations identified with a classification of "GRE/Legal Entity".
The Statutory Information TAB on the Assignment form is enabled allowing access to the SCL flexfield.
The tax unit is mandatory when the employee is associated with a payroll depending on your localization requirement.
Integration with HRMS Workbench
As HRMS Workbench support of business group creation is enhanced it will make use of the International HR and Payroll Setup process to deliver
the default legislation data for new business groups where the legislation does not already exist.
The HRMS Workbench process will default parameter values into the International HR and Payroll setup routine so that the HRMS Workbench
dialog does not have to gather data about each individual legislation. The default values for each legislation have been determined following
analysis of the legislative requirements.
What are the Additional Features that you can Configure with International HR and Payroll?
Following are some of the features that are available as part of the International HR/Payroll. Please note that this list is not exhaustive:
Please note that the list of features from Enhanced RetroPay to View Employee Balances are available only from R12.1 HRMS RUP5
(13418800) release onwards.
Statement of Earnings
Costing
Costing of Payments
Define Territories
Cheque Writer/Check Writer (Generic)
Element Design Wizard
RetroPay by Element
Enhanced RetroPay
Payroll Archiver
Online Payslip
Direct Deposit
Rehire Before Final Process Date
Payroll Exception Report
View Employee Balances
Run Balances
Statement of Earnings
The Statement of Earnings is enabled for International HR/Payroll. If the legislation rule - PAYWSRQP_DS is set to Y, the Statements of Earnings is
displayed from the QuickPay form. If the legislation rule -SOE is set to Y, the Statements of Earnings can be accessed from the Assignments
Process form.
Configure your system before you view the SOE. Please refer to the White Paper on Document 1360112.1 for the steps on Configuring the SOE
Information.
Costing
Costing Process is enabled for International HR/Payroll. You can run the concurrent program Costing from the International Payroll request
groups.
Costing of Payments
Costing of Payment process for EFT Payments is supported only from R12.1 HRMS RUP5 (13418800) onwards as the Magnetic Payment Process
functionality(Direct Deposit) is not available for the International HR/Payroll Product prior to the R12.1 HRMS RUP5 (13418800) release.
However, if you have implemented any custom Magnetic Payment Process which converts the payment status from unpaid to paid then you
can run the Costing of Payments process for the EFT payments also.
Define Territories
To define you own location while using the International HR/Payroll use the Define Territory window. Ensure that the following menus are
available if you want to use the Define Territories window.
GLB HRMS Navigator
GLB SHRMS Navigator
Cheque Writer (Generic)
The Cheque Writer (Generic) process creates assignment actions for each of the prepayments that have a payment type of Cheque and
processes these assignment actions and produces an XML file and a PDF document containing cheques.
The International Payroll request group (Global HRMS Reports & Process) includes the Cheque Writer (Generic) concurrent program.
Please refer to the Oracle HRMS Payroll Processing Management Guide Part No <E13514-06>, on MOS Note ID Document 1460661.1 for the
information on Cheque Writer process.
Element Design Wizard
Element Design Wizard is enabled for International HR/Payroll which is a template base solution to set up elements. The Element Design Wizard
automatically creates input values, formula, formula result rules, balance types, defined balances, and balance feeds for the given element.
Note: You can only define new elements with this wizard. You cannot delete or update existing elements.
Please refer to the Oracle HRMS Compensation and Benefits Management Guide Part No <E13508-06>, on MOS Note ID Document
1460661.1 for the information on Element Design Wizard.
RetroPay by Element
RetroPay by Element is available for International HR/Payroll Product.
The following features are available only from R12.1 HRMS RUP5 (13418800) release onwards.
Enhanced RetroPay
Enhanced RetroPay is available for International HR/Payroll Product.
Please refer to the Oracle HRMS Payroll Processing Management Guide Part No <E13514-06>, on MOS Note ID Document 1460661.1 for the
information on RetroPay by Element and Enhanced RetroPay.
Payroll Archiver
You can use the Payroll Archiver process to create a snapshot of information based on existing pre-payment process which you can then use as a
data source for post payroll processes such as Check Writer and Online Payslip.
Please refer to the Oracle HRMS Configuring, Reporting, and System Administration Guide, Part No. <E13509-06>, on MOS Note ID Document
1460661.1 for the information on setting up and running the Payroll Archiver (International Payroll) process.
Online Payslip
Online Payslip for International Payroll is a template-based process, which you can customize to get the desired look-and-feel and generate a
PDF version of the payslip.
Please refer to the Oracle Self-Service Human Resources Deploy Self-Service Capability Guide <E13507-06>, on MOS Note ID Document
1460661.1 for the information on Online Payslip (International Payroll).
Direct Deposit
International Payroll users can use the Direct Deposit functionality to process the payments of type EFT. It generates an XML file that includes
employer, employee and their payment information. The XML file can be combined with an RTF template to generate eText file. Users can
merge the XML file with the template of respective bank to generate a magnetic file.
You can also add your own XML data by writing a package and procedure. Oracle provides a new descriptive flexfield Reporting Preferences at
the business group level to record the custom procedures.
Please refer to the Oracle HRMS Configuring, Reporting, and System Administration Guide, Part No. <E13509-06>, on MOS Note ID Document
1460661.1 for the information on setting up and running the Direct Deposit (International Payroll) process.
Rehire Before Final Close
Users can rehire terminated employees before their final process date.
Please refer to the Oracle HRMS Workforce, Sourcing and Deployment Guide Part No <E13515-06>, on MOS Note ID Document 1460661.1 for
the information on Rehire before Final Close.
Payroll Exception Reports
Users can use exception reports to identify any potential overpayments or underpayments before they occur.
Please refer to the Oracle HRMS Payroll Processing Management Guide Part No <E13514-06>, on MOS Note ID Document 1460661.1 for the
information on setting up and running the Payroll Exception Reports.
View Employee Balances
Currently, users can view the balances only as part of the Assignment Run Results or Quick Pay results and not on any particular date. To
facilitate users to view balances on a particular date, Oracle delivers the View Employee Balances functionality. This self-service interface page is
accessible using the Payroll Professional responsibility.
Please refer to the Oracle Self-Service Human Resources Deploy Self-Service Capability Guide <E13507-06>, on MOS Note ID Document
1460661.1 for the information on View Employee Balances.
Enable Run Balances
Users can use run balances to optimize the performance while retrieving the non-latest balances. By storing run balances, users can sum the
contributing rows to return other dimensions - YTD and QTD balances. This functionality is available from R12.1 HRMS RUP6 and R12.2.2.
Please refer to the Oracle HRMS Configuring, Reporting, and System Administration Guide, Part No. E48958-01, September 2013, for more
information on Enabling Run Balances.

Change Record
Date Description of Change
September 21, 2011 Initial updates the white paper to make it up-to-date.
Date Description of Change
November 21, 2011 Added content to the Do You Have to Keep Up with the Latest RUP Schedule if International HR and Payroll is Installed section.
November 21, 2011 Added the Change Record section.
November 25, 2011 Changed Cash to Cash Management Integration and added links to the reference documents.
November 28, 2011 Added link to the reference document 145837.1.
June, 25 2012 Updated the content with respect to R12.1 HRMS RUP5 functionality.
July, 2 2012 Updated the content on Payment Methods and Costing of Payments with respect R12.1 HRMS RUP5 functionality.
December, 12 2013 Updated the content on Enable Run Balances with respect R12.1 HRMS RUP6 and R12.2.2 functionality.