Configure Payslips in Oracle Fusion HCM

OracleFusionApplications
HumanCapitalManagement
GlobalPayroll
Configuring Payslips
WHITE PAPER / FEBRUARY 15, 2019

Oracle Fusion Human Capital Management for Global Payroll: Configuring Payslips Page 2
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DISCLAIMER
The following is intended to outline our general product direction. It is intended for information
purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any
material, code, or functionality, and should not be relied upon in making purchasing decisions. The
development, release, and timing of any features or functionality described for Oracle’s products
remains at the sole discretion of Oracle.

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Table of Contents
Global Online Payslip and Templates......................................................... 4
View Global Payslip Templates....................................................................................................5
Download Global Payslip Templates............................................................................................6
Creating a Custom Online Payslip .............................................................. 6
Create a Copy of the Seeded Payslip Report...............................................................................7
Payslip Report Template Customization and Upload .................................................................13
Test Custom Payslip Template in BI Publisher ..........................................................................15
Add a Delivery Option in the Extract Definition (Optional)..........................................................19
Creating a Custom Sub-template (Optional) ..............................................................................24
Worked Examples - Balance Group.......................................................... 28
Add a custom balance group record in Payroll Archive..............................................................28
Worked Example - Using information Elements to add Payroll Archive
Attributes................................................................................................... 34
Transfer Payroll Run Results to Payroll Archive.........................................................................34
Worked Example - Display Balances in Payment Currency...................... 36
Payroll Archive HCM Extract Setup Configuration to Store Exchange Rates.............................36
BIP Payslip Template Customization .........................................................................................39
Appendix A................................................................................................ 45

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Introduction
This paper identifies and describes setup tasks for customizing the Payslip in Oracle Fusion Global Payroll.
What’s in this Document?
This document is intended to support the implementation team in understanding how to modify the Payslip in Oracle Fusion Global
Payroll:
• Introduction to the Global Online Payslip and Templates
• Creating a Custom Online Payslip
• Worked Examples
• Troubleshooting
Other Information Sources
Oracle Fusion Global Payroll User Guide:
http://www.oracle.com/technetwork/fusion-apps/payrolluserguider4-1873385.pdf[AD1]
Document Updates
This document is based on the most current application release as of the document’s publication date. Content may be updated as
needed only to reflect major changes to existing features or when significant new features are added. For this reason, it is possible that
some minor UI differences may exist between the version being implemented and the version described in this document.
GLOBAL ONLINE PAYSLIP AND TEMPLATES
There are two Global Payslip templates:
1) Main Template

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2) Sub Template
View Global Payslip Templates
1) Navigate: BIP Catalog > Human Capital Management > Payroll > Payment Distribution

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Download Global Payslip Templates
Note: User must have BI Administrator privilege to download templates.
1) Navigate: Edit > Properties
2) Click English
3) Click Extract
4) Follow instructions
CREATING A CUSTOM ONLINE PAYSLIP
Customizing an online payslip requires these steps to be followed (discussed in detail in the following sections):
 Create a copy of the seeded payslip report.
 Modify the seeded template and replace the copied payslip template.
 Testing the report in BI Publisher

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 (Optional) Modify the payslip extract definition to add delivery options to refer to the custom payslip report.
Create a Copy of the Seeded Payslip Report
Note: User must have BI Administrator privilege to download templates.
1) Navigate: Reports and Analytics
2) Click on Browse Catalog to open BI analytics in new tab
3) Change url address to xmlpserver.
4) Select from Catalog Folders located on left panel under Browse/Manage
For example, navigate to /Shared Folders/Human Capital Management/Payroll/Payment Distribution/US to locate USOnlinePayslip

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Note: For other localizations, the main template is found at /Shared Folders/Human Capital Management/Payroll/Regulatory and
Tax Reporting folder.
5) Use either Customize function (recommended) or Create a copy manually steps below
a. (Recommended) Use the Customize function
 Navigate: More > Customize
 Navigate: BIP catalog > Custom > Verify identical version of “USOnlinePayslip” report was created

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Benefits of using the recommended Customize function:
- Ensures that the copied report has the same privileges as original report.
- Creates the necessary folder structure and keeps the same name as the original Payslip report.
- Ensures that the copied report is placed in the same folder structure under Custom. For example, navigate to /Shared
Folders/Custom/Human Capital Management/Payroll/Payment Distribution/US/ as opposed to /Shared Folders/Human
Capital Management/Payroll/Payment Distribution/US/
Important Notes:
 When a report exists at the same location as the original report but under /Custom, the BI Publisher will automatically
choose to use the customized (modified) report without any further delivery option changes.
 When a modified version of the report exists, the user will not be able to view the seeded report. Even when the user
has navigated to the seeded report, the template viewed will be the modified version. If in the future the seeded
template changes and the user wants to incorporate the changes, the user will need to delete the modified version,
download the seeded template, and re-upload the modified custom template.
b. Manually create a copy of the report
1) Navigate: More > Copy

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2) Navigate: Choose Custom Reports > Click Paste
Note: Using the copy method, you will need to add a Delivery Option at the Extract Definition to use this template and will be
discussed in the later sections.
6) Verify the permissions of the report contain Generate Payslips account with Read, Traverse, Run Publisher Report, Schedule
Publisher Report, View Publisher Output Custom Permissions. If not, add it manually.
Note: If the user name has the BI Administrator or BI Author privilege, then Permission menu is enabled.

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7) Click on Edit. Ensure that you are in the Custom payslip report.
8) Click on Edit for the USOnlinePayslip template.

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9) Save a copy of this template
Note: You will make modifications to this copy instead of the original template.
10) Click on View a list, found on the top right of the page.
11) Make a note of the values set here for the USOnlinePayslip template to be used later.
Field Name Value
Name USOnlinePayslip
Template File US_Online_Payslip.rtf
Type rtf
Output Format HTML;PDF;RTF;EXCEL
Default Format HTML
Default Layout Yes
Active Yes
View Online Yes
Locale English
12) Click View Thumbnails link and delete the USOnlinePayslip template.

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Payslip Report Template Customization and Upload
1) Modify the payslip main template:
a. Verify the seeded payslip sub-template found at /Shared Folders/Human Capital Management/Payroll/Payment
Distribution/Payslip Sub Templates.xsb (modify, if needed)
b. Leave the import statement as it is
c. Continue to import the seeded sub template
Note: For any section that needs to be modified in the main template, copy the equivalent section from the sub template into
the main template, and modify the copied section.
d. Download the sub-template:
a. Navigate: Catalog > Sub-template
b. Click Edit
c. Click Locale link (see Example below
Example
In the following customization example, the requirement is to show the Primary National Identifier (NID) instead of Person
Number. In this case, the Global Payslip sub-template would still be imported and used with only minor changes required to
the Global payslip main template.
In the custom template, instead of calling the Payslip_GLB_subt_EmpInfo sub-template, the table within that sub-template has
been merged into the modified main template, with the Person Number fields replaced to report the Primary NID instead.

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2) Add custom main template to the report created in the previous section.
a. Navigate: custom report (created in the previous section)
b. Click Edit
c. Click Add New Layout
d. Select Upload
e. Enter the below details (from the previous section)
f. Click View a list
g. Enter details from the previous section. (refer to Create copy of the seeded Payslip report step 12)

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h. Click Save to ensure changes are saved
Test Custom Payslip Template in BI Publisher
Note: These steps require previously generated Payslips using only the seeded Payslip templates. If you have not previously generated
payslips, do that first before proceeding.
1) Navigate: Reports and Analytics
2) Change URL context from homePage… to xmlpserver

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3) Click Enter to refresh page
4) Navigate: Seeded payslip folder
5) Click the More link
6) Select the Job History menu

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7) Clear the value of these fields:
- Start Processing
- Owner
8) Click the Search
9) Choose first row with Success Status
10) Click Report Job Name link

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11) Record the value of these fields:
- Archive Action Identifier
- Delivery Option Identifier
- Payroll Action Identifier
12) Test your custom report in custom folder
13) Navigate: Custom Payslip report
14) Click the Open link
15) Input the parameters values recorded step 11
- Archive Action Identifier
- Delivery Option Identifier

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- Payroll Action Identifier
16) Click Apply
17) Verify that payslip generated successfully
Note: If payslip did not generate successfully, check your custom report and template for errors.
Add a Delivery Option in the Extract Definition (Optional)
Important note: If the custom payslip was created using the Customize function in section 1, then the custom payslip will be created in a
location BI Publisher will use automatically instead of the seeded payslip, thus it is not required to add a delivery option to use the
custom payslip.
Example
In the following US Payslip as example, the Customize function will create the custom report under /Shared Folders/Custom/Human
Capital Management/Payroll/Payment Distribution/US/ instead of /Shared Folders/Human Capital Management/Payroll/Payment
Distribution/US/.
It is recommended custom payslips are placed in the folder structures to eliminate the need to create a new delivery option. However, if
it is decided the custom payslip is placed a different folder structure, the following steps must be performed to add a new delivery
option.
1) Login to Application as an implementation user
2) Navigate: Click Data Exchange

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3) Click Manage HCM Extract Definitions link
4) Search for the following:
- Name: Payslip
- Type: Archive Retrieval
- Select the Legislative Data Group (LDG) for Payslip,
5) Click Search

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Note: Legislative Data Group is required for the search.
6) Click Payslip
7) Click Extract Delivery Options
8) Click Add in Extract Delivery Options section
9) Create a record for your custom Payslip
The following example uses KW Payslip as the custom payslip:

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10) Enter the following Extract Delivery Options:
- Start date
- End Date
- Delivery Option Name (In example, name is KW Online Payslip)
- Output Type
- Report (Report was created in /Custom/Human Capital Management/Payroll folder and report name was KWPayslip, enter
complete path as /Custom/Human Capital Management/Payroll/KWPayslip.xdo)
- Output Name
- Template (Name should match the layout name in the report created in BIP, this example was created with name KW_Payslip)
- Delivery Type: Document of Records
- Bursting Node: /DATA_DS/G_1/FILE_FRAGMENT/PAYSLIP/PAYMENT_RECORD/REL_ACTION_ID
- Overriding Delivery Mode: Online Payslip
Note: if you want to produce both the seeded payslip and the custom payslip, this parameter can be left blank.
11) Enter the following Additional Details for the Extract Delivery payslip record:
- Date From:
/DATA_DS/G_1/FILE_FRAGMENT/PAYSLIP/PAYMENT_RECORD/GLB_ARCH_PR/GLB_PAY_ARCH_PR_PAYROLL/PAY
ROLL_PERIOD_START_DATE
- Date To:
ROLL_PERIOD_END_DATE
- Information Text1:
/DATA_DS/G_1/FILE_FRAGMENT/PAYSLIP/PAYMENT_RECORD/GLB_ARCH_PR/GLB_PAY_ARCH_EE_INFO/EMAIL_AD
DRESS
- Information Category: GLB_PAYSLIP
- Information Date1:

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 Up to Release 12
/DATA_DS/G_1/FILE_FRAGMENT/PAYSLIP/PAYMENT_RECORD/GLB_ARCH_PR/GLB_PAY_ARCH_PR_PAYROLL/P
AYROLL_PAYSLIP_VIEW_DATE
 Release 13 onwards
/DATA_DS/G_1/FILE_FRAGMENT/PAYSLIP/PAYMENT_RECORD/ PAYSLIP_VIEW_DATE
- Information Number1:
ROLL_ID
ROLL_PERIOD_NUMBER
/DATA_DS/G_1/FILE_FRAGMENT/PAYSLIP/PAYMENT_RECORD/NET_PAY
/DATA_DS/G_1/FILE_FRAGMENT/PAYSLIP/PAYMENT_RECORD/GLB_ARCH_PR/GLB_PAY_ARCH_PR_INFO/GLB_ARC
H_CBID/GLB_PAY_ARCH_CBID_INFORMATION/PREPAYMENT_RELATIONSHIP_ACTION_ID
/DATA_DS/G_1/FILE_FRAGMENT/PAYSLIP/PAYMENT_RECORD/GLB_ARCH_PR/GLB_PAY_ARCH_PR_INFO/GLB_ARC
H_CBID/GLB_PAY_ARCH_CBID_INFORMATION/CALC_BREAKDOWN_ID
- Document Name: PAYSLIP
- Issued Date:
/DATA_DS/G_1/FILE_FRAGMENT/PAYSLIP/PAYMENT_RECORD/PAYMENT_DETAILS/PAYMENT_DATE
- Enter the following search parameter values for the Key data element:
 Parent Block: Global Archive Payroll Calc Breakdown
 Attribute: Calculation Breakdown Identifier
 Extract record: Global CBID Information

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- Locale: en-US.
Note: Locale can be different depending upon the language of the report.
- Person Id:
/DATA_DS/G_1/FILE_FRAGMENT/PAYSLIP/PAYMENT_RECORD/GLB_ARCH_PR/GLB_PAY_ARCH_EE_INFO/PERSON_
ID
- Related Object Id:
/DATA_DS/G_1/FILE_FRAGMENT/PAYSLIP/PAYMENT_RECORD/REL_ACTION_ID
- Related Object Id Col: PAYROLL_REL_ACTION_ID
- Related Object Name: PAY_PAYROLL_REL_ACTIONS
- System Document Type: GLB_PAYSLIP
12) Enter the following Additional Details (after Report categories):
 Choose an entry for Delivery Option Name for your report, such as this example KW Online Payslip.
Creating a Custom Sub-template (Optional)
Although not advisable and often unnecessary to modify the payslip sub-template, if you ever find the need to do so, perform the
following steps.
1) Navigate to the seeded payslip under /Shared Folders/Human Capital Management/Payroll/Payment Distribution/Payslip Sub
Templates.xsb
2) Select the sub-template

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3) Click Copy
4) Navigate to the folder created to place the custom sub-template
5) Click Paste
6) Verify the permissions of the sub-template contain the "Generate Payslips" account, with Custom Permissions (Read, Traverse,
Run Publisher Report, Schedule Publisher Report, View Publisher Output). If not, please add permission manually.

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7) Click Edit on the copied sub-template
8) Click Locale link to download the sub-template
9) Modify the sub-template
10) Click Upload icon
11) Ensure the name of the .rtf file is the same as the PayslipSubTemplates.rtf
12) Choose the same Locale
13) Click on OK

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14) Click OK to the popup a message asking if you want to overwrite it
15) In the modified main template, change the import statement to refer to the modified sub template
Example
<?import: xdoxsl:///Custom/Human Capital Management/Payroll/Custom Reports/Payslip Sub Templates.xsb?
loc=${_XDOLOCALE}?>

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Note: Make sure that there are no extra spaces and the location of the folder where you placed your sub-templates is entered after
/Custom in the import statement.
WORKED EXAMPLES - BALANCE GROUP
Add a custom balance group record in Payroll Archive
This example shows how to add a custom balance group record in payroll archive where you first create a new balance group, and
balance group usages before adding it to payroll archive.
Note: If the balance group and balance group usage have been created, move to step 7.
1) Navigate: Payroll Calculation > Manage Balance Group > Create a new Balance Group
2) Create a new balance group
 Choose Legislative Data Group from list
 Enter Name for new balance group
 Click Continue

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 Click Submit
3) Navigate: Manage > Balance Group Usages Tab
4) Create a balance group usage associated with the new balance group created in Step 2
 Choose Legislative Data Group
 Enter Name of balance group usage
 Choose Balance Group
 Choose Format
 Click Continue

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 Change Report Type to Global Archive
 Click Submit
5) In the Matrix Items, add items with the dimensions that are needed.
 Add Line Item
 Fill in Matrix Item Type
 Choose Position
 Choose Name
 Continue to Add Line entries as needed
In this example, we have selected Relationship Tax Unit Run in Position 1 and Relationship Tax Unit Year to Date dimensions in
Position 2.
 Click Done
NOTE: If you put several dimensions in the same position their values will be summarized together and if you determine certain
balance values are empty, it is typically because several items have been configured in the same Position number.

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6) Navigate: Manage Balance Group UI to select and add the balances to display in this balance group
 Click Actions
 Choose Select and Add
 Select Balance Definitions
In this example, we have selected and added Relationship Tax Unit run
7) Add new balance group record in Payroll Archive
8) Navigate: Data Exchange > Manage Extract Definitions
9) Enter Search criteria
 Enter Payroll Archive Type
 Choose Legislative Data Group from list
 Click Search
10) Click Payroll Archive from Search Results
11) Switch to Design tab
12) Click Switch Layout to change to tree view
13) Add a new record under Data Group Global Archive Tax Reporting Unit
14) Select Balance group with automated resolution of references Process Type
15) Choose the Balance Group Usage that was created in step 2

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16) Click Save
17) Click Create under Extract Attributes
Important Note: Use Global Payroll Relationship Earnings Extract Data Elements table in Appendix A as a reference to locate
existing records in Payroll Archive to add the attributes.
18) Enter Create Attribute data
 Enter Name
 Enter Tag Name
 Enter Short Code
Reserved Short Code values for Balance/category Output Label
- Mandatory: BALANCE_TYPE_ID /BASE_BALANCE_NAME
- Optional: REPORTING_NAME/ CATEGORY_NAME
These attributes should be Text
Reserved Short Code values for Balance Output Label in different period type
- At least one required for one period type in case you need this period type:
RUN/MONTH/QUARTER/YEAR/TYEAR/FYEAR/LIFETIME
These attributes should be Number

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 Enter Start Date
Important Notes:
o Output Column should start from 61 and should not be any duplicates.
o As a pre-requisite, you must have a RUN dimension e.g. Relationship Tax Unit Run, added in the Balance Group
Usage Matrix Items to make sure the RUN attribute works. It doesn’t have to be Relationship Tax Unit Run, but must
be a RUN dimension.
Reserved Short Code values for Balance Contexts Output Label in different period type
- At least one data element per balance context used by balances in the group:
PAYROLL_ID/PAYROLL_ACTION_ID/PAYROLL_STAT_UNIT_ID/TAX_UNIT_ID/CALC_BREAKDOWN_ID/PAY
ROLL_RELATIONSHIP_ID/PAYROLL_REL_ACTION_ID/PAYROLL_TERM_ID/PAYROLL_ASSIGNMENT_ID/E
FFECTIVE_DATE/THIRD_PARTY_PAYEE_ID/AREA1/AREA2/AREA3/AREA4
These attributes should be Number
Different data elements are mandatory in different cases, for example:
If you are using Relationship Tax Unit Run dimension, then these contexts are mandatory:
PAYROLL_ID/TAX_UNIT_ID/CALC_BREAKDOWN_ID/PAYROLL_REL_ACTION_ID

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If you are using Assignment Tax Unit, Area1, 2, 3 Run, then these contexts are mandatory:
PAYROLL_ID/TAX_UNIT_ID/CALC_BREAKDOWN_ID/PAYROLL_REL_ACTION_ID/
PAYROLL_ASSIGNMENT_ID /AREA1/AREA2/AREA3
WORKED EXAMPLE - USING INFORMATION ELEMENTS TO ADD PAYROLL ARCHIVE ATTRIBUTES
Transfer Payroll Run Results to Payroll Archive
This example shows how to transfer payroll run results to the Payroll Archive for payroll run results to be shown in payslips.
1) Navigate: Manage Elements
 Create Information Element
 Create an open Element Eligibility with all the fields as blank.
2) Navigate to Setup and Maintenance

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 Enter Manage Enterprise HCM Information
 Name: Manage Enterprise HCM Information
 Click the Search button to search the task
 Click the Task “Manage Enterprise HCM Information” link
 Click the Edit button and select Correct
 Move to section: Global Payroll Element Information to Archive
 Add one row as below for example:
 Add Element Entry
Add element entry for an employee with element EFF_EARN_PERIODIC. Because it is an Information element, the element
entry values will be stored directly in run result.

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 Generate payslip
 Get the xml file from BIP server
 Verify information showing in the new block GLB_PAY_ARCH_PR_FLEX_INPUT_VALUE
 Modify custom payslip template to use this new block in the XML
WORKED EXAMPLE - DISPLAY BALANCES IN PAYMENT CURRENCY
By design, the Global Payslip displays the balances in the currency for which they were created and calculated. A currency conversion
may be applied at the time of payment, and the Payslip would show this appropriately within the Net Pay Distribution region.
The following worked example demonstrates how one might modify the Payslip template in order for it to convert the displayed
balances into the currency used for Payment.
Note: It must be acknowledged however that making the Payslip template convert the displayed balances from the currency used to
calculate them within the Payroll Run into another currency used for Payment, could lead to rounding issues.
A pre-requisite step would be to configure the Payroll Archive in order for it to extract the necessary exchange rates that were used for
Payments, such that the Payslip template can subsequently apply them to the balances.
Payroll Archive HCM Extract Setup Configuration to Store Exchange Rates
Configure the Payroll Archive in order for it to extract the necessary exchange rates as follows:
1) Navigate: Payroll Calculation work area > Manage Fast Formulas
2) Create Extract Rule formula to obtain exchange rates for your LDG

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Note: It is necessary to specify a Legislative Data Group in this dialog box in this case.
3) Populate the Formula with text:
DEFAULT FOR DATA_ELEMENT_CODE IS 'USD>USD'
INPUTS ARE DATA_ELEMENT_CODE (TEXT)
IF NOT WSA_EXISTS('XRATE:'+DATA_ELEMENT_CODE) then (
RULE_VALUE = GET_RATE(substr(DATA_ELEMENT_CODE,1,instr(DATA_ELEMENT_CODE,'>')-1)
,substr(DATA_ELEMENT_CODE,instr(DATA_ELEMENT_CODE,'>')+1)
,PAY_GET_RATE_TYPE('T'))
WSA_SET('XRATE:'+DATA_ELEMENT_CODE, RULE_VALUE) /* Cache Rate */
) ELSE RULE_VALUE = WSA_GET('XRATE:'+DATA_ELEMENT_CODE, '1') /* Get Cached Rate */
return RULE_VALUE
4) Compile the Formula.
Note: The above formula assumes the Payroll Archive effective date is the same as all the Pre-Payments (and that the rate(s) had
not been re-loaded/changed, i.e were static, between the two process executions), in order for the same rate value(s) to be
retrieved independently by both those processes.
5) Navigate: Data Exchange > Manage HCM Extract Definitions
6) Enter Search criteria:
 Legislative Data Group
 Payroll Archive
7) Click Search
8) Navigate: Global Archive Payroll Relationships
9) Create a new Formula-based Detail Extract Record
This example shows the extract record name of User Retrieve Exchange Rate with an XML tag name of REC_GET_XCHG_RATE
10) Create one Extract Data Element per payment currency where type is Rule within the new record created in the previous step
Important Notes:
 The data element(s) created here should reference the Extract Rule formula created in the first step.
 The short code should follow the format: from_currency_code>to_currency_code, for example, AED>USD (to facilitate the
above data-driven rule formula from currency code of AED to currency code USD).
 The element xml tag name should follow the format RATE from=”from_currency_code” to=”to_currency_code”, for
example Rate from “AED” to= “USD”

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 Use xml tag attributes to specify the two currencies, in order to help facilitate a more data-driven BIP Payslip Template
Customization.
11) Navigate: Actions > Generate Formula
12) Navigate: Actions > Compile Formula
13) Run Payroll Archive
14) Navigate: Payment Distribution > View Person Process Results
15) View exchange rates archived by the Archive Periodic Payroll Results task

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BIP Payslip Template Customization
GLOBAL TEMPLATE EXAMPLE
Steps above must be completed before proceeding with the following.
Note: These steps are based on the Global Payslip template; however, if you have an existing customizations, your steps may need to
vary or your results may vary.
1) Using the modified version of PayslipMainTemplate.rtf, set a variable storing a default/dummy exchange rate of 1 to cover the
standard case where employees are paid in the default LDG currency and no conversion is necessary (see above code as a
‘conversion’ from USD to USD), insert a BIP Form Field within the <?for-each:GLB_ARCH_CBID?> grouping/looping tag
containing the following code:
<?xdoxslt:set_variable($_XDOCTX,'XRATE:USD>USD',1)?>
<?for-each:../../REC_GET_XCHG_RATE/RATE?>
<?xdoxslt:set_variable($_XDOCTX,concat('XRATE:',@from,'>',@to),.)?>
<?end for-each?>
<?xdoxslt:set_variable($_XDOCTX,'CBID',GLB_PAY_ARCH_CBID_INFORMATION/CALC_BREAKDOWN_ID)?>
<?xdoxslt:set_variable($_XDOCTX,'PAYMENT_CC',../../../PAYMENT_DETAILS[CALC_BREAKDOWN_ID=xdoxslt:get_variable($_
XDOCTX,'CBID')][1]/CURRENCY)?>
.
Note: If USD is not your default LDG currency code used for your payroll calculations, substitute USD in the above code for your
default LDG currency code and, if needed, add further logic to set similar variables storing a default/dummy exchange rate of 1 for
any further currencies in use.
2) Find the exchange rate(s) within in the XML and store in variable(s) named ‘XRATE:from_currency_code>to_currency_code’ For
example, 'XRATE:AED>USD'
3) Find the payment currency code used for payment and store in variable named 'PAYMENT_CC' and, number from the first
payment record found for the person, in the case where there are multiple payments
4) In the modified version of PayslipSubTemplates.rtf for your locale, Change the BIP Form Field code for displaying each monetary
balance amount
For example, to multiply the given balance amount (if non-null) with the stored exchange rate for the given payment currency,
change from

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<?PAYMENT?>
To
<?if@inlines:PAYMENT!=''?>
<?PAYMENT*xdoxslt:get_variable($_XDOCTX,concat('XRATE:AED>',xdoxslt:get_variable($_XDOCTX,'PAYMENT_CC')))?>
<?end if?>
Note: There are other monetary balance amount tags such as <?YEAR?> and
<?GLB_PAY_ARCH_PAY_ASG_INFO/SALARY_AMOUNT?>
5) Verify your modified Main template will import the correct modified version of the sub-template (via the import statement), from the
location for modified templates.
6) Upload the modified templates as described in previous steps.
For example Payslip output follows both the delivered and the modified Global templates, for a UAE employee paid in USD.
Example Output from Supplied Global Payslip

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Example Output from Modified Global Payslip
COUNTRY-SPECIFIC TEMPLATE EXAMPLE
Steps to modify country-specific versions of the Payslip template would basically be the same as the above customization example
based on the Global template; however, depending on the exact differences between the Global template and the country-specific
version, the details may vary slightly.
For example, Navigate: BIP Catalog > Human Capital Management > Payroll > Regulatory and Tax Reporting > Emirates > shipped
template for UAE is HRXAEPayslip.rtf
Rather than calling the respective Global sub-templates, it is best practice to implement a UAE-specific version of both the Employee
Information details table and the Net Pay Distribution details table.
Note: The UAE-specific version of the Employee Information details table conveys more information than the Global version, such as an
additional field for displaying the Contributory Salary balance amount, which would also need to be modified as a part of this worked-
example.

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Example UAE-specific template
1) Using the modified version of HRXAEPayslip.rtf, set a variable storing the default/dummy exchange rate from AED to AED to
cover the standard case where the person is paid in AED and no conversion is necessary (see above example code as a
‘conversion’ from AED to AED), insert a BIP Form Field within the <?for-each:GLB_ARCH_CBID?> grouping/looping tag,
containing the following code:
<?xdoxslt:set_variable($_XDOCTX,'XRATE:AED>AED',1)?>
<?for-each:../../REC_GET_XCHG_RATE/RATE?>
<?xdoxslt:set_variable($_XDOCTX,concat('XRATE:',@from,'>',@to),.)?>
<?end for-each?>
<?xdoxslt:set_variable($_XDOCTX,'CBID',GLB_PAY_ARCH_CBID_INFORMATION/CALC_BREAKDOWN_ID)?>
<?xdoxslt:set_variable($_XDOCTX,'PAYMENT_CC',../../../PAYMENT_DETAILS[CALC_BREAKDOWN_ID=xdoxslt:get_variabl
e($_XDOCTX,'CBID')][1]/CURRENCY)?>

`
Note: Add further logic to set similar variables storing a default/dummy exchange rate of 1 for any other currencies in use.
2) Find the exchange rate(s) within in the XML and store them in variables similarly named
'XRATE:from_currency_code>to_currency_code' For example, 'XRATE:AED>USD'.
3) Find the payment currency code used for payment and store in variable named 'PAYMENT_CC' and, number from the first
payment record found for the person, in the case where there are multiple payments
4) In the modified version of PayslipSubTemplates.rtf for your locale, change the BIP Form Field code for displaying Contributory
Salary amount
For example, to multiply the Contributory Salary amount (stored in a variable called 'CS') by the stored exchange rate for the
given payment currency change from
<?xdoxslt:get_variable($_XDOCTX,'CS')?>
to
<?xdoxslt:get_variable($_XDOCTX,'CS')*xdoxslt:get_variable($_XDOCTX,concat('XRATE:AED>',xdoxslt:get_variable($_XDO
CTX,'PAYMENT_CC')))?>
5) In the modified version of PayslipSubTemplates.rtf for your locale, change the BIP Form Field code for displaying each
monetary balance amount
For example, to multiply the given balance amount (if non-null) with the stored exchange rate for the given payment currency
change from
<?PAYMENT?>
to
<?if@inlines:PAYMENT!=''?>
<?PAYMENT*xdoxslt:get_variable($_XDOCTX,concat('XRATE:AED>',xdoxslt:get_variable($_XDOCTX,'PAYMENT_CC')))?>
<?end if?>
6) Ensure your modified Main template will import the correct modified version of the sub-template (via the import statement),
from the location for modified templates.
7) Upload the modified templates as described in previous steps.
For example Payslip output follows both the delivered and the modified Global templates, for a UAE employee paid in USD.
Note: The above steps are by way of an example based on the shipped UAE template; they may possibly need to be altered
depending on any existing modifications you might have already made to that template.
Example Payslip output follows for both the shipped and then modified UAE templates, for someone paid in USD.

`
Figure 3– Example Output from Supplied UAE Payslip

`
Figure 4– Example Output from Modified UAE Payslip
APPENDIX A
Output
Column
Name Tag Name Short Code Type Data Type
1 Person
Identifier
PERSON_ID PERSON_ID Procedure
element
Number
2 Payroll Term
Identifier
PAYROLL_TERM_ID PAYROLL_TERM_ID Procedure
element
Number
3 Payroll
Assignment
Identifier
PAYROLL_ASSIGNMENT_ID PAYROLL_ASSIGNMENT_ID Procedure
element
Number

`
4 Legal
Employer
Identifier
LEGAL_EMPLOYER_ID LEGAL_EMPLOYER_ID Procedure
element
Number
5 Tax Unit
Identifier
TAX_UNIT_ID TAX_UNIT_ID Procedure
element
Number
6 Area1 AREA1 AREA1 Procedure
element
Text
element
Text
element
Text
element
Text
10 Balance Date BALANCE_DATE BALANCE_DATE Procedure
element
Date
11 Payroll
Identifier
PAYROLL_ID PAYROLL_ID Procedure
element
Number
12 Element Entry
Identifier
ELEMENT_ENTRY_ID ELEMENT_ENTRY_ID Procedure
element
Number
13 Time
Definition
Identifier
TIME_DEFINITION_ID TIME_DEFINITION_ID Procedure
element
Number
14 Calculation
Breakdown
Identifier
CALC_BREAKDOWN_ID CALC_BREAKDOWN_ID Procedure
element
Number
15 Retro
Component
Identifier
RETRO_COMPONENT_ID RETRO_COMPONENT_ID Procedure
element
Number
16 Third Party
Payee
Identifier
THIRD_PARTY_PAYEE_ID THIRD_PARTY_PAYEE_ID Procedure
element
Number
17 Payroll
Relationship
Identifier
PAYROLL_RELATIONSHIP_ID PAYROLL_RELATIONSHIP_ID Procedure
element
Number
18 Payroll
Statutory Unit
Identifier
PAYROLL_STAT_UNIT_ID PAYROLL_STAT_UNIT_ID Procedure
element
Number
21 Deduction
Card Identifier
DEDUCTION_CARD_ID DEDUCTION_CARD_ID Procedure
element
Number

`
22 Reference
Code
REFERENCE_CODE REFERENCE_CODE Procedure
element
Text
23 Process Type PROCESS_TYPE PROCESS_TYPE Procedure
element
Text
24 Pension Type PENSION_TYPE PENSION_TYPE Procedure
element
Text
25 Marital Status MARITAL_STATUS MARITAL_STATUS Procedure
element
Text
26 Secondary
Card Identifier
SECONDARY_CARD_ID Secondary Card ID Procedure
element
Number
27 Level Type LEVEL_TYPE LEVEL_TYPE Procedure
element
Text
28 Insurance Type INSURANCE_TYPE INSURANCE_TYPE Procedure
element
Text
29 Organization
Reference
Identifier
ORGANIZATION_REFERENCE_ID Organization Reference ID Procedure
element
Number
30 Deduction
Type
DEDUCTION_TYPE DEDUCTION_TYPE Procedure
element
Text
31 Reference
Number
REFERENCE_NUMBER REFERENCE_NUMBER Procedure
element
Text
32 Court Code COURT_CODE Court Code Procedure
element
Text
33 Element Code ELEMENT_CODE Element Code Procedure
element
Text
34 Employment
Type
EMPLOYMENT_TYPE Employment Type Procedure
element
Text
35 Start
Employee
Type
START_EMPLOYEE_TYPE Start Employee Type Procedure
element
Text
36 Tax Code TAX_CODE Tax Code Procedure
element
Text
37 Terminate
Employee
Type
TERMINATE_EMPLOYEE_TYPE Terminate Employee Type Procedure
element
Text
41 Balance Type
Identifier
BALANCE_TYPE_ID BALANCE_TYPE_ID Procedure
element
Number

`
42 Balance Name BASE_BALANCE_NAME BASE_BALANCE_NAME Procedure
element
Text
43 Balance
Reporting
Name
REPORTING_NAME REPORTING_NAME Procedure
element
Text
44 Balance
Category
Identifier
BALANCE_CATEGORY_ID BALANCE_CATEGORY_ID Procedure
element
Number
45 Base Balance
Category
Name
BASE_CATEGORY_NAME BASE_CATEGORY_NAME Procedure
element
Text
46 Reporting
Balance
Category
Name
CATEGORY_NAME CATEGORY_NAME Procedure
element
Text
47 Primary
Classification
Identifier
PRIMARY_CLASS_ID PRIME_CLASS_ID Procedure
element
Number
48 Primary Base
Classification
Name
PRIMARY_BASE_CLASS_NAME PRIME_BASE_CLASS_NAME Procedure
element
Text
49 Primary
Classification
Name
PRIMARY_CLASS_NAME PRIME_CLASS_NAME Procedure
element
Text
50 Secondary
Classification
Identifier
SECONDARY_CLASS_ID SECOND_CLASS_ID Procedure
element
Number
51 Secondary
Base
Classification
Name
SECONDARY_BASE_CLASS_NAME SECOND_BASE_CLASS_NAME Procedure
element
Text
52 Secondary
Classification
Name
SECONDARY_CLASS_NAME SECOND_CLASS_NAME Procedure
element
Text
61 Earnings RUN RUN RUN Procedure
element
Number
62 Earnings PTD PERIOD PERIOD Procedure
element
Number
63 Earnings MTD MONTH MONTH Procedure
element
Number

`
64 Earnings QTD QUARTER QUARTER Procedure
element
Number
65 Earnings YTD YEAR YEAR Procedure
element
Number
66 Earnings TMTD TMONTH TMONTH Procedure
element
Number
67 Earnings TQTD TQUARTER TQUARTER Procedure
element
Number
68 Earnings
THYTD
THYEAR THYEAR Procedure
element
Number
69 Earnings TYTD TYEAR TYEAR Procedure
element
Number
70 Earnings FMTD FMONTH FMONTH Procedure
element
Number
71 Earnings FQTD FQUARTER FQUARTER Procedure
element
Number
72 Earnings
FHYTD
FHYEAR FHYEAR Procedure
element
Number
73 Earnings FYTD FYEAR FYEAR Procedure
element
Number
74 Earnings HYTD HYEAR HYEAR Procedure
element
Number
75 Earnings 2MTD MONTHS MONTHS Procedure
element
Number
76 Earnings ITD LIFETIME LIFETIME Procedure
element
Number
77 Earnings R1M R1MTH R1MTH Procedure
element
Number
element
Number
element
Number
element
Number
81 Earnings
PAYMENT
PAYMENT PAYMENT Procedure
element
Number

`
100 Balance
Reporting
Name
Alternative
Language
REPORTING_NAME_ALT_LANG REPORTING_NAME_ALT_LANG Procedure
element
Text

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Oracle Fusion Human Capital Management for Global Payroll: Configuring Payslips.docx
Febuary 2019

Configure Payslips in Oracle Fusion HCM

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