Customizing Generated Elements, Balances, and Formulas

When you initiate the earnings, non-payroll payments, and non-tax deductions your enterprise requires, Oracle Payroll generates:

You can modify these generated components to enhance their suitability or efficiency for use at your installation. Some modifications can be made even after processing has occurred, but most should be made before processing the element in a payroll run.

Important: If a generated element requires changes because of mistaken entries made when initiating the earnings or deduction, it is best to delete the results and re-initiate.

For example, if you select the wrong processing rule or amount rule when initiating an earnings or deduction, simply delete the generated components and begin again.

  1. Modifying a Generated Element

    Use This Window . . . For . . .
    Element Processing rules include: termination rules, closed for entry, process in run, third party payment, processing priority, and skip rule.
    Frequency Rules Defining Frequency Rules for recurring deductions
  2. Modifying Further Information of a Generated Element

    Use This Window . . . For . . .
    Further Element Information

    US only

    Mexico only

    • Including Rest Days in an Earnings Element

    • Choosing an Arrearage Method for a Deductions Element

    • Selecting the CFDI Payslip Code for the elements that are reported in the CFDI Payroll Payslip XML Extract.

    • Selecting the CFDI Overtime Hours Type for the elements that are reported in the CFDI Payroll Payslip XML Extract. Although this field is available for all elements with the Supplemental Earnings primary classification, use this field only for Supplemental Earnings with the secondary classification Overtime or Other Overtime.

    • Selecting the Calculation Rule for the "Overtime", "Other Overtime" and "Holiday Worked" Supplemental Earnings elements that are reported in the CFDI Payroll Payslip XML Extract.

      See: Setting up Information for CFDI Payroll Payslip XML Interface for more information

  3. Modifying Element Input Values

    Use This Window . . . For . . .
    Input Values
  4. Creating Balances and Balance Feeds

    Use This Window . . . For . . .
    Balances Defining User Balances
    Balance Feeds Creating Balance Feeds
  5. Editing Formulas and Formula Processing Rules

    Use This Window . . . For . . .
    Formulas Writing or Editing a Formula,
    Formula Result Rules Modifying Formula Processing and Result Rules