11i Oracle HRMS Year End Processing for Payroll (2008) (US) - LWC

교육과정 상세보기

This class explains how to complete your year end processing for US payroll (2008). You can learn how to perform advance planning for year end, and find out where to obtain further reference information to support your US end of year payroll activities. Note: This course applies to both release 11i and R12.

The class demonstrates how to run each of the payroll year end processes. After learning how to run the diagnostic and balancing reports, you can find out how to run the Year End Pre-process so that you can make the year end archive on which your subsequent reporting is based. The class then outlines how to record W-2, W-2PR, and 1099-R information so that you can create the required set of US year end reports for your payroll.

Learn to:
  • Run the Oracle Year End Pre-process for US payrolls
  • Create W-2, W-2PR, 1099-R and year end reports from the US Payroll year end archive
  • Run reports and processes that diagnose and resolve end of year issues in US payrolls

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교육대상
 End Users
Support Engineer

사전이수과정
 Thorough knowledge of navigation in Oracle Applications
Working experience with Oracle Payroll (US)
Understand processes involved in setting up Oracle Payroll
11i Payroll Management Fundamentals: Setting Up Payroll (U.S.)

교육목표
 Run reports and processes that diagnose and resolve end of year issues in US payrolls
Run the Oracle Year End Pre-process for US payrolls
Create W-2, W-2PR, 1099-R and year end reports from the US Payroll year end archive

과정내용
Year end Processing for Payroll
 Overview
Objectives

Introduction to Oracle Payroll Year End
 Year End Overview and Resources Available
Year End Planning

Pre-archival Reporting in Oracle Payroll
 Pre-archival Diagnostic Reports
Pre-archival Balancing Reports
Pre-archival Reconciliation Reports

Periodic Diagnostic Reporting
 Ongoing Preparation for Year End
Periodic Diagnostic Reports
Periodic Balancing Reports

Balance Adjustments in Oracle Payroll
 Understanding Balances
Balance Reporting Architecture
Fundamentals of Balance Adjustments
Reasons for Balance Adjustments
Taxability Rules
Adjusting Tax Balances

Identifying Employee W-2 Information
 W-2 Boxes
Box 14
Third Party Sick Payments
Qualified and Supplemental Moving Expenses

Year End Pre-processing
 Year End Process Flow
Running the Year End Pre-process
Retrying and Rolling Back the Year End Pre-process

Year End Post-archival Reporting
 Post-archival Audit Flow
Post-archival Diagnostic Reports
Year End Archive Reconciliation Report
Post-archival Balancing Reports
Post-archival Control Reports

W-2 Reports and Magnetic Media
 Selecting the Best Practices for Your W-2 Reports
W-2 Paper Reporting
Online W-2

Producing 1099-R Reports and Magnetic Media
 Setting Up the 1099-R Rules
Rollback and Retry for Magnetic Media

Start of Year Preparation
 Running the Year Begin Process
Establishing a Payroll Calendar
Summary