Oracle Fusion HCM Knowledge Hub

The vertex guide has been moved to a new location with the conversion to cloud console. It is now a new flow in the fusion application. To run this flow: 1.  From  Payroll , click  Submit a Flow . 2.  Select your US legislative data group (LDG). 3.  Search for and select  Statutory Calculation Guide for the United States .

  To run the Tax Withholding Card Audit Report in Oracle Fusion HCM, follow these steps: Purpose This report helps you audit and validate employee tax information, including: ·  Federal, state, and local tax exemptions ·  Withholding elections ·  Pennsylvania Residency Certificates ·  Other tax-related data It’s especially useful for: ·  Payroll processing ·  Monthly or quarterly audits ·  Year-end reviews  Steps to Run the Report 1.  Navigation: Go to My Client Groups > Payroll > Submit a Flow 2.  Select Legislative Data Group: Choose your US Legislative Data Group (LDG) 3.  Search and Select: Look for “Tax Withholding Card Audit Report” 4.  Enter Parameters:  o  Payroll To generate a report for all employees attached to a specific payroll definition, select it here. Leave blank to run for all employees. o  Payroll Relationship Group Select the payroll relationship group name, if you have defined one....

  You can now use the new standalone Download Payslips flow to view and download payslips of one or more employees. This flow enables you to download  previously generated payslip PDFs that are held in the Document of Records. This is a standalone flow task and you can’t use it in a custom flow. After you run the flow, the payslips are available as a zip file for downloading.You can run this flow with the following parameters. ·  A start date and an end date to specify a period for the payslips. ·  For all employees on a payroll. ·  For employees included in a Payroll Relationship Group, Payroll Statutory Unit (PSU), or Tax Reporting Unit (TRU). Note: When you use both PSU and TRU to filter the employees, the TRU must be associated with the selected PSU.

In  Oracle Fusion HCM , you can use  value sets  to dynamically define membership criteria for  HCM Groups . This is especially useful when you want to include or exclude individuals based on specific assignment or payroll attributes. What Is a Value Set in HCM Groups? A  value set  is a SQL-based query that returns a list of person IDs based on defined criteria. These can be used to include or exclude individuals from an HCM Group. Example Use Case You want to create a group of  part-time employees  with an  annual salary basis . You can define a value set with a query like:  -------------------------------------------------------------------------------------------------------------------------------- SELECT ASG.PERSON_ID FROM PER_ALL_ASSIGNMENTS_M ASG,      CMP_SALARY SAL,      CMP_SALARY_BASES SB,      HR_LOOKUPS EMP_CAT WHERE ASG.ASSIGNMENT_ID = SAL.ASSIGNMENT_ID   AND...

In  Oracle Fusion HCM ,  Payroll Audit  is a structured process that helps organizations track and review changes made to payroll-related data. Here's a comprehensive overview: Purpose of Payroll Audit ·  Ensure  data integrity  and  compliance  with internal and external regulations. ·  Track  who changed what and when  across payroll business objects. ·  Support  investigations ,  audits , and  historical reviews . How It Works ·  Auditing is configured via the  Manage Audit Policies  page in  Setup and Maintenance . ·  You select the  HCM Payroll application  and specify which  business object attributes  to audit. ·  Changes made via:  o  Application pages o  Web services o  Payroll processes (via Oracle Enterprise Scheduler) are all tracked. Auditable Payroll Business Objects Some key objects you can audit include ·  Assigned Payroll ...

The  Balance Exception Report  in  Oracle Fusion HCM  is a diagnostic tool used to identify potential payroll anomalies such as overpayments or underpayments. Here's a detailed overview: Purpose ·  Detects  variances in payroll balances  that may indicate:  o  Overpayments o  Underpayments o  Incorrect setup or adjustments ·  Helps ensure payroll accuracy and compliance. How It Works ·  Compares values for the  same balance dimension  across different periods. ·  Flags any  unexpected changes  or  inconsistencies . ·  You must first define  balance exceptions  using the  Balance Exceptions  task. How to Run the Report 1.  Navigate to: My Client Groups > Payroll > Submit a Flow 2.  Select  Balance Exception Report . 3.  Provide the following parameters:  o  Payroll Flow : Identifies the report instance. o  Process Start/End Dates...

The  Payroll Balance Report  in  Oracle Fusion HCM  is designed to help payroll administrators and auditors view and reconcile payroll balances over time. Here's a detailed overview: Purpose ·  View  detailed balance information  for employees over a defined period. ·  Compare  live vs. archived balances  to validate and reconcile payroll data. ·  Useful for  quarterly and year-end audits , and for identifying discrepancies. Key Report Types 1. Payroll Balance Report ·  Shows detailed balance data for a person across a specified time frame. ·  Helps validate and reconcile  periodic payroll balances   2. Employee Active Payroll Balance Report ·  Displays  current values  for selected employee balances. ·  Useful for checking  statutory limits  (e.g., Social Security caps). ·  Can be filtered by:  o  Payroll o  Tax Reporting Unit (TRU) o  Payroll Relations...

  The  Payroll Run Result Report  in  Oracle Fusion HCM  is a key tool for reviewing and verifying payroll calculations. Here's a detailed overview: Purpose ·  To  verify payroll calculations  for a payroll run or QuickPay flow. ·  Ensures accuracy before proceeding to prepayments or costing. ·  Helps identify and resolve errors early in the payroll process. How to Access 1.  Navigation Path : My Client Groups > Payroll > View Payroll Process Results 2.  Use the  Process Results Summary  task to:  o  Select the payroll process. o  View all processed payroll relationships. 3.  Drill down to  View Person Process Results  to see individual run results. Report Features ·  View results for:  o  Entire payroll process o  Individual employees ·  Export results to Excel for further analysis. ·  Choose between:  o  Aggregate summaries o  Detailed ...