Oracle Payroll Implementation – Business Requirement Questionnaire

• Please provide the names of the countries for which payroll is supposed to be implemented.
• Name of the Legal Entities responsible for submitting Payroll Information
• Please provide the list of payroll names along with the payment frequency and the relevant date details.
• Please provide the list of payment methods along with relevant details
• Does your company operate on a fiscal year or calendar year? If fiscal, what are the dates?
• What is the anniversary year followed by the absence types?
• Please indicate the number and types of “Payrolls” your company processes. (monthly, semi-monthly, bi-weekly, weekly)
• What payment methods are used for payroll? (Bank Transfer, Cash, Cheque)
• What is the base currency for payroll processing?
• What are the different types of Salary components or Earning Elements paid to the employees? (Basic Salary, Allowances)
• What are the different types of deductions used in payroll processing?
• Do you provide any Loans? How are the loans given and recovered?
• Do you pay any advance salary? How is it done and recovered?
• How is the Basic Salary captured or allocated to employees? (Annual Basic / Monthly Basic Salary)
• How is the salary calculated if an employee joins/terminated in between a month? Is it based on actual month days?
• What is the impact of HR Transactions like Promotion, Transfer, or Assignment Change on Payroll? Do they need pro-ration?
• How is the complete and final settlement done? What are the components used in final settlement? (End of service benefit / leave encashment)
• Is your payroll system interfaced to a General Ledger?
• Please provide details of the bank account used for salary payment?
• Please provide the Bank Transfer file format
• Please provide a copy of your Employee Handbook and Payroll Policy.
• Which Self Services will Impact the Payroll?
• Explain current payroll processing cycle.
• How do you correct termination if you know in the next payroll period that the termination date in the system was wrong?
• What is the cut-off date by which all the payroll information should be entered for the Payroll period?
• What is the scheduled date on which regular Payroll is run?
• What is the effective date for salary payment?
• What is the date of availability for the payslip?

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