Setting Up a Global Statement of Earnings (SOE)

Oracle HRMS enables you to view the online statement of earnings. To enable the correct display of values on your statement of earnings, you must complete each of these setup steps.

arrow icon   To set up the global statement of earnings:

  1. Create a user category through the lookup SOE_USER_CATEGORY.

    See: Creating User Types and Statuses

  2. Set the value of the user category that you created as the profile value for the profile PAY: Statement of Earnings User Category.

    See: User Profiles

  3. Add the predefined element sets for your earnings and deductions to the SOE Information EIT at the business group level.

    For Canadian and US users only: SOE Information functionality is not available for Canadian and US legislations.

    Swedish users only: Ensure that you have enabled your elements to display a code. You do this at the business group level by entering Extra Element Details for each element. When you select the EIT, you can make a further selection of Element Name, and specify a code for your selected element. This ensures that your SOE displays the element code in the earnings, deductions, and information regions.

    See: Business Group: Entering SOE Information

  4. Create an element set containing all the elements that you want to see displayed in the information region of the SOE.

    For South Africa only: The Information region has been renamed to Fringe Benefits and Other Non Payments region. You use the predefined ZA SOE Fringe Benefits and Other Non Payments element set to display information in that region. You enter this element set in the Elements 3 field when you define your SOE Information at business group level.

    The South African localization does not use balance attribution.

    Users should now restart the Apache server as instructed in the final step.

  5. Complete the SOE Detail Information EIT by adding the elements in your element set, and the SOE display balances to the EIT at the business group level.

    See: Business Group: Entering SOE Detail Information

  6. Link the predefined SOE balance attribute to your business group. The attribute name is likely to have a leading localization code followed by the stem _SOE_BALANCE_ATTRIBUTES.

  7. Define the attributes for your SOE balances.

  8. Restart the Apache server and then check the SOE to ensure that the SOE displays the requirements that you selected.