Writing a Formula for an Earning Element with a Global

Value (Step by Step)

You are creating a business rule stating that employees are reimbursed for automobile
expenses
at a fixed rate per unit (km or mile). You can enter the total travel up to once per pay
period.

Solution: Writing a Formula for an Earning Element with a

Global Value
Designing the Solution
Travel reimbursement will be non-recurring since it is paid only when entered and not
necessarily every pay period. The travel distance will be entered as an input value.
The rate should be a global value so that it can be maintained separately.

Defining the Global Rate Value

1. Navigate to the Globals window using UK HRMS Manager responsibility.
(N) Total Compensation > Basic > Global Values
2. Set your effective date to 1 January 2005:
(T) Alter Effective Date
3. In the Name field, enter Rate_XX.
4. In the Type field, select Number.
5. In the Value field, enter 0.25.
6. Save your work and close the window.

Creating the Reimbursement Element

7. Navigate to the Element window using UK HRMS Manager responsibility.
(N) Total Compensation > Basic > Element Description
8. Set your effective date to 1 January 2005:
(T) Alter Effective Date
9. In the Name field, enter Travel_XX.
10. In the Reporting Name field, enter Travel_XX.
11. In the Description field, enter Travel_XX_Reimbursement.
12. In the Primary Classification field, select Direct Payment.
13. Ensure that the following are selected: Nonrecurring Processing, Final Close
Termination, and Process in Run.
14. Deselect the Multiple Entries Allowed option.

15. Save your work.

16. Click Input Values.
17. In a new record, enter a new input value, Distance, with the Unit of Number.
18. Select the Database Item option.
19. Save your work
20. Change the sequence for Pay Value to 10 so that it appears last for entry.
21. Click Correction.
22. Deselect the User Enterable option.
23. Save your work and close the window.

Linking your Element

24. Navigate to the Element Link window using UK HRMS Manager responsibility.
(N) Total Compensation > Basic > Link
25. Set your effective date to 1 January 2005:
(T) Alter Effective Date
26. In the Element Name field, select Travel_XX.
27. Select the Link To All Payrolls option.
28. Save your work and close the window.

Writing the Formula

29. Navigate to the Formulas window using UK HRMS Manager Responsibility.
(N) Total Compensation > Basic > Fast Formula > Write Formula
30. In the Name field, enter the name TRAVEL_XX_PAY.
31. Select Oracle Payroll in the Type field.
32. Click Edit.
33. Write your formula (as listed in the next section), and click Verify.

34. After the formula verifies successfully, save your work and close the window.

Formula
Your formula should be similar to the following. Note that messages are optional:

DEFAULT for Distance IS 0

INPUTS Are Distance
IF Distance WAS DEFAULTED THEN
(
L_Travel_Pay = 0
mesg = No travel expenses
return mesg
)
ELSE
(
L_Travel_Pay = Distance * Rate_XX
mesg = Your mileage reimbursement: + to_text(L_Travel_Pay)
)
RETURN L_Travel_Pay, mesg

Define the Formula Result Rules

35. Navigate to the Formula Result Rules window using UK HRMS Manager
Responsibility.
(N) Total Compensation > Basic > Formula Results
36. Set your effective date to 01-Jan-2005:
(T) Alter Effective Date
37. In the Name field, select Travel_XX.
38. Click Find.
39. Scroll to the Processing Rules region.

40. In Name field, select Standard.

41. In the Formula field, select Travel_XX_PAY.
42. Save your work.
43. Scroll to the Formula Results region.
44. Enter the following information:

46. Save your work and close the window.

Create an Employee
47. Navigate to the People window using UK HRMS Manager Responsibility.
(N) People > Enter and Maintain
48. Set your effective date to 01-Jan-2005
(T) Alter Effective Date
49. Close the Find Person window.
50. Enter employee data in the following mandatory fields using your own
information:
Last: XXPayroll
First: John
Gender: Male
Action: Create Employment
Person Types: Employee
NI Number: WG6527XXB
Choose OK when the Caution message appears.
Birth Date: 10-DEC-1970
Status: Married

Nationality: British
51. Save your work
52. Click Address.
53. Enter the address data in the following fields:
Style: United Kingdom
54. Click on the Address field to open the Personal Address Information window:
Address Line 1: 70 Howard Avenue
Address Line 3: South Kensington
Town: London
County: Greater London
Post Code: SW10 2LR
Country: United Kingdom
55. Click OK to close the Personal Address Information window.
56. Save your work.
57. Close the Address window
58. Click Assignment.
59. Enter the following assignment information:
Payroll: Monthly
Choose Correction
Assignment Category: Fulltime-Regular
Click the Salary Information tab
Salary Basis: Annual Salary GBP
60. Save your work
61. Click Salary.
62. Click Add New Salary in the page that displays.

63. In the From field, enter 01-JAN-2005 as the change date.

64. Enter 22000 as the Change Amount.
65. Click Apply.
66. Close the Salary page.
67. Click Entries.
68. In a new record, select Travel_XX as the Element Name.
69. Click Entry Values.
70. Enter 30 as the Pay Value.
71. Save your work.
72. Close the Entry Values window.
73. Close the Element Entries window.
You have returned to the Assignment window.

Testing your formula and element

74. Click Others.
75. Select QuickPay.
76. In the Date Paid field, select 29-Jan-2005.
77. In the Run Type field, select Regular.
78. Save your work.
79. Click Start Run and wait for the cursor to return.
80. After the Status changes to Complete, click View Results and select SOE Report.
81. Select Standard Run.
You will be able to verify the mileage reimbursement amount and the message.
82. Close the windows.