White Paper: International HR and PayrollLast revised: December 12, 2013See:Change RecordThe contents are: What is International HR and Payroll? Why Do We Need International HR and Payroll? Who Should Use International HR and Payroll? Can You Use International HR and Payroll for a Legislation That Has a Supported Localization Delivered by Oracle HRMS? Can You Use International HR and Payroll for a Legislation That Has a Supported Localization Delivered by a Third Party? What is the Process for Delivering Seed Data for International HR and Payroll? Can You Run International HR and Payroll Setup More Than Once for the Same Legislation? What Will Happen if Oracle Delivers a Product Localization for a Legislation I Have Implemented Using International HR and Payroll? Do You Have to Keep Up with the Latest FP Schedule if International HR and Payroll is Installed? What Seed Data is Delivered with International HR and Payroll? Integration with HRMS Workbench 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: A generic set of data that is sufficient to enable the HR and Payroll product to operate. 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: Install Oracle HRMS Run hrglobalThe 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 (Notefor more details on how to run the global post-install steps. Run Translated Patch for Reference DateIf 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. Run Concurrent Program to Define New LegislationYou 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: LegislationThis 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. CurrencyThis 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 DateThis 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 UnitThis 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. Configure PayrollWhen 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 LegislationThe 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 TypesYou 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 FormulaeInternational HR and Payroll does not deliver any statutory element types or formulae. You must be set these up when configuring the payroll. Create BalancesInternational 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 InitializationThe 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 ProcessesThe following payroll processes are not immediately available using International HR and Payroll: Advance Pay Cash Management IntegrationFurther 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 toDocument 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: Element Classifications Balance Dimensions Balances Defined Balances Balances Attributes Legislation Rules Legislative Field Information Run Types Tax UnitElement ClassificationsThis table describes the seeded element classifications:Classification NameLow PriorityHigh PriorityDefault PriorityDebit or Credit

Information01000500D

Earnings100120001500D

Absence200130002500D

Supplemental Earnings300140003500D

Taxable Benefits400150004500D

Pre-Tax Deductions500160005500C

Tax Deductions600170006500C

Direct Payment700180007500D

Employer Charges800190008500D

Involuntary Deductions9001100009500C

Voluntary Deductions100011100010500C

Balance DimensionsThis table describes the seeded balance dimensions:Dimension NameTypeDatabase Item Suffix

PaymentsN_PAYMENTS

Assignment RunR_ASG_RUN

Assignment Inception to DateA_ASG_ITD

Assignment Processing Period to DateA_ASG_PTD

Assignment Calendar Month to DateA_ASG_MONTH

Assignment Calendar Quarter to DateA_ASG_QTD

Assignment Calendar Year to DateA_ASG_YTD

Assignment Tax Quarter to DateA_ASG_TQTD

Assignment Tax Year to DateA_ASG_TYTD

Assignment Fiscal Quarter to DateA_ASG_FQTD

Assignment Fiscal Year to DateA_ASG_FYTD

Person Inception to DateP_PER_ITD

Person Processing Period to DateP_PER_PTD

Person Calendar Month to DateP_PER_MONTH

Person Calendar Quarter to DateP_PER_QTD

Person Calendar Year to DateP_PER_YTD

Person Tax Quarter to DateP_PER_TQTD

Person Tax Year to DateP_PER_TYTD

Person Fiscal Quarter to DateP_PER_FQTD

Person Fiscal Year to DateP_PER_FYTD

Element Entry Inception to DateA_ENTRY_ITD

Element Entry Processing Period to DateA_ENTRY_PTD

Element Entry Calendar Month to DateA_ENTRY_MONTH

Element Entry Calendar Quarter to DateA_ENTRY_QTD

Element Entry Calendar Year to DateA_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 NameTypeDatabase Item Suffix

Assignment Within Tax Unit Inception to DateA_ASG_TU_ITD

Assignment Within Tax Unit Processing Period to DateA_ASG_TU_PTD

Assignment Within Tax Unit Calendar Month to DateA_ASG_TU_MONTH

Assignment Within Tax Unit Calendar Quarter to DateA_ASG_TU_QTD

Assignment Within Tax Unit Calendar Year to DateA_ASG_TU_YTD

Assignment Within Tax Unit Tax Quarter to DateA_ASG_TU_TQTD

Assignment Within Tax Unit Tax Year to DateA_ASG_TU_TYTD

Assignment Within Tax Unit Fiscal Quarter to DateA_ASG_TU_FQTD

Assignment Within Tax Unit Fiscal Year to DateA_ASG_TU_FYTD

Person Within Tax Unit Inception to DateP_PER_TU_ITD

Person Within Tax Unit Processing Period to DateP_PER_TU_PTD

Person Within Tax Unit Calendar Month to DateP_PER_TU_MONTH

Person Within Tax Unit Calendar Quarter to DateP_PER_TU_QTD

Person Within Tax Unit Calendar Year to DateP_PER_TU_YTD

Person Within Tax Unit Tax Quarter to DateP_PER_TU_TQTD

Person Within Tax Unit Tax Year to DateP_PER_TU_TYTD

Person Within Tax Unit Fiscal Quarter to DateP_PER_TU_FQTD

Person Within Tax Unit Fiscal Year to DateP_PER_TU_FYTD

BalancesThis table describes the seeded balance:Balance NameReporting NameUnit of Measure

Total PaymentsTotal PaymentsM

Defined BalancesThis table describes the seeded defined balances:Balance NameDimension Name

Total PaymentsPayments

The Total Payments Balance is seeded without any Balance Classifications. This means that you have to enter the individual feeds for this balance.Balances AttributesThis table describes the seeded defined balance attributes:Balance Attribute Name

Online SOE Balance Attribute

Statutory Balance Attribute

Legislation RulesThis table describes the seeded legislation rules:Rule TypeRule ModeComments

ACTION_CONTEXTSYThis 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_VALIDATIONNThis 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_DETAILSThis holds the ID for the Bank key flexfield.

INThis 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.

L01/01This rule holds the tax year start date.

PAYWSACT_SOENThis rule is set to exclude the display of the Statements of Earnings from the Assignments Process form.

PAYWSRQP_DSYThis rule is set to include the display of the Statements of Earnings from the QuickPay form.

RUN_TYPE_FLAGYThis 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.

SOEYThis rule is set to include the display of Statement of Earnings from the Assignments Process form.

RETROELEMENT_CHECKYThis 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_SAVEYThis rule determines in magnetic tape files are to be saved in the internal tables.(Applicable from R12.1 HRMS RUP5 (13418800) onwards).

ADVANCED_RETROYThis rule enables Enhanced RetroPay mechanism. (Applicable from R12.1 HRMS RUP5 (13418800) onwards).

PAYSLIP_MODEXDOThis 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_FPDYEnables 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 TypeRule ModeComments

S{Leg Code}_BANK_DETAILSThis rule holds the ID for the SCL key flexfield.

SDLAThis rule establishes the SCL level. It is always assignment.

TAX_UNITYThis 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 InfoThis table describes the seeded legislative field information:Field NameValidation NameValidation TypeTarget LocationRule TypeRule Mode

RUN_TYPEENABLE

ET_USAGEENABLE

RT_ORG_METHODENABLE

CONTEXT_VALUEDISPLAYBLOCK_PROPERTYPAYWSACTBALANCE_BREAKDOWN

COSTING_TABDISPLAYTAB_PAGE_PROPERTYPAYWSDPMDISPLAY

EC_USAGEENABLEY

PRORATION_GROUP_NAMEDISPLAYY

TAX_PROCESSING_TYPEDISPLAYITEM_PROPERTYPAYWSRQPRUN_TYPE_FLAGY

RUN_RESULTS_BUTTONACTION_TYPEPAYWSVAVLAUNCH_FORMX

CHOOSE_PAYSLIPITEM_PROPERTYDISPLAYPAY_PAYSLIPPAYSLIP_EMPLYR_ADDRORG

Note:RUN_RESULTS_BUTTON and CHOOSE_PAYSLIP are available only from R12.1 HRMS RUP5 (13418800) onwards.Run TypesThis table describes the seeded run types:Run TypeUsage (Sequence)

MainStandard (1) Process Alone (2) Pay Separately (3)

Standard

Process Alone

Pay Separately

Tax UnitIf 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 WorkbenchAs 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 BalancesStatement of EarningsThe 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 onDocument 1360112.1for the steps on Configuring the SOE Information.CostingCosting Process is enabled for International HR/Payroll. You can run the concurrent program Costing from the International Payroll request groups.Costing of PaymentsCosting 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 TerritoriesTo 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 NavigatorCheque 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 , on MOS Note IDDocument 1460661.1for the information on Cheque Writer process.Element Design WizardElement 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 , on MOS Note IDDocument 1460661.1for the information on Element Design Wizard.RetroPay by ElementRetroPay by Element is available for International HR/Payroll Product.The following features are available only from R12.1 HRMS RUP5 (13418800) release onwards.Enhanced RetroPayEnhanced RetroPay is available for International HR/Payroll Product.Please refer to the Oracle HRMS Payroll Processing Management Guide Part No , on MOS Note IDDocument 1460661.1for the information on RetroPay by Element and Enhanced RetroPay.Payroll ArchiverYou 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. , on MOS Note IDDocument 1460661.1for the information on setting up and running the Payroll Archiver (International Payroll) process.Online PayslipOnline 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 , on MOS Note IDDocument 1460661.1for the information on Online Payslip (International Payroll).Direct DepositInternational 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. , on MOS Note IDDocument 1460661.1for the information on setting up and running the Direct Deposit (International Payroll) process.Rehire Before Final CloseUsers can rehire terminated employees before their final process date.Please refer to the Oracle HRMS Workforce, Sourcing and Deployment Guide Part No , on MOS Note IDDocument 1460661.1for the information on Rehire before Final Close.Payroll Exception ReportsUsers 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 , on MOS Note IDDocument 1460661.1for the information on setting up and running the Payroll Exception Reports.View Employee BalancesCurrently, 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 , on MOS Note IDDocument 1460661.1for the information on View Employee Balances.Enable Run BalancesUsers 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 RecordDateDescription of Change

September 21, 2011Initial updates the white paper to make it up-to-date.

November 21, 2011Added content to the Do You Have to Keep Up with the Latest RUP Schedule if International HR and Payroll is Installed section.

November 21, 2011Added the Change Record section.

November 25, 2011Changed Cash to Cash Management Integration and added links to the reference documents.

November 28, 2011Added link to the reference document 145837.1.

June, 25 2012Updated the content with respect to R12.1 HRMS RUP5 functionality.

July, 2 2012Updated the content on Payment Methods and Costing of Payments with respect R12.1 HRMS RUP5 functionality.

December, 12 2013Updated the content on Enable Run Balances with respect R12.1 HRMS RUP6 and R12.2.2 functionality.