Configuring Off Cycle Requests

Page Name

Definition Name

Usage

Off Cycle Configuration Page

GP_OC_SETUP

Define Global Payroll configurations, specific to country and type of transaction, that configure the Off Cycle Request page.

You can configure off cycle requests for each type of transaction.

To configure the Off Cycle Request page:

  1. Select and off-cycle transaction type to configure, by country.

  2. If your organization needs reason codes associated with off cycle processing, enter the reason codes that are applicable to the transaction type being configured. Enter a default reason code if you want a specific reason code to be supplied on an off cycle request for the transaction type.

  3. Enter each reason that can be used for this type of off-cycle transaction.

  4. Select processing controls.

Additional configurations are required that are specific to the type of off cycle transaction selected. These include:

  • For corrections, select the method of correction, which includes the correction type and retro method used.

  • For manual payments and additional payments, select the calendar controls to allow entry of a begin and end date for the off cycle transaction.

Use the Off Cycle Configuration page (GP_OC_SETUP) to define Global Payroll configurations, specific to country and type of transaction, that configure the Off Cycle Request page.

Navigation:

Set Up HCM > Product Related > Global Payroll & Absence Mgmt > System Settings > Off Cycle Configuration > Off Cycle Configuration

This example illustrates the fields and controls on the Off Cycle Configuration page.

Off Cycle Configuration page

Off Cycle Configuration Field Summary

Each off cycle transaction type has different page characteristics. Some fields are common across transaction types while others are unique by transaction type. This table indicates what options are available by transaction type:

Field

Manual Payments

Correction Payments

Additional Payments

Advance Payments

Allow Requests to be entered

Yes

Yes

Yes

Yes

Default Reason

Yes

Yes

Yes

Yes

Reason

Yes

Yes

Yes

Yes

Description

Yes

Yes

Yes

Yes

Short Description

Yes

Yes

Yes

Yes

This table indicates what calendar control options are available by transaction type:

Field

Manual Payments

Correction Payments

Additional Payments

Advance Payments

Hide Calendar Controls

Yes

N/A

Yes

N/A

Allow Entry of Begin Date

Yes

N/A

Yes

N/A

Allow Entry of End Date

Yes

N/A

Yes

N/A

This table indicates what processing control options are available by transaction type:

Field

Manual Payments

Correction Payments

Additional Payments

Advance Payments

Hide Processing Controls

Yes

Yes

Yes

N/A

Allow Entry of Payment Keys

Yes

N/A

Yes

N/A

Run Type

Yes

N/A

Yes

N/A

Allow Entry of Run Type

Yes

N/A

Yes

N/A

Payment Method

N/A

Yes

Yes

Yes

Allow Entry of Payment Method

N/A

Yes

Yes

Yes

Allow Partial Period Advances

N/A

N/A

N/A

Yes

Element Selection

Yes

Yes

Yes

N/A

Allow Entry of Element Selection

Yes

Yes

Yes

N/A

This table indicates what method of correction options are available by transaction type:

Field

Manual Payments

Correction Payments

Additional Payments

Advance Payments

Type of Correction

N/A

Yes

N/A

N/A

Allow Entry of Correction Type

N/A

Yes

N/A

N/A

Retro Method

N/A

Yes

N/A

N/A

Allow Entry of Retro Method

N/A

Yes

N/A

N/A

Transaction Type and Reasons

Field or Control

Description

Country

Displays the country for which you are configuring the off cycle request page.

Off-Cycle Type

Select the off cycle transaction type for which you want to configure the request page. Values are Additional payment, Advance, Correction, and Manual payment.

Allow Requests to be entered

Select to allow off cycle requests to be entered for specific off cycle types for a specific country. The default is selected. If this check box is deselected, you will not be able to enter any off cycle requests for the type and country that is specified.

Default Reason

Enter a default reason that will populate the off cycle request. This reason can be overridden when the request is being created.

List Reasons for Additional Payments

This section is titled based on the Off Cycle Type that is entered. The titles are List Reasons for Additional Payments, List Reasons for Advance Payments, List Reasons for Corrections, and List Reasons for Manual Checks.

Field or Control

Description

Reason

Enter all valid reasons for the off cycle type that can be entered on the Off Cycle Request page. These reasons will be the only ones that can be entered.

When a new reason is added all the attributes selected are available on the Off Cycle request page.

Description

Enter a description for the reason.

Short Description

Enter a short description for the reason.

Calendar Controls

Field or Control

Description

Hide Calendar Controls

Select to hide all calendar controls on the Off Cycle Request page.

Allow entry of Begin Date

Select to allow a begin date to be entered for an off cycle request.

Allow entry of End Date

Select to allow an end date to be entered for an off cycle request.

Method of Correction

This section is available for entry only when the Off Cycle Type is Correction.

Field or Control

Description

Type of Correction

Select the types of correction that are valid. Values are:

  • Forced Reversal causes the payment or absence calendar to be reversed regardless of whether the system finds the payee still eligible for processing or not.

  • Replacement causes the system to recalculate or remove elements based on whether payee is eligible. This is the same as normal retroactive processing.

Allow entry of Correction Type

Select if you want the user of the off cycle request to be able to enter a correction type.

Retro Method

Select a retro method to use with the type of correction that is selected. Values are Forced Corrective and Use Existing Retro Rules.

Allow entry of Retro Method

Select if you want the user of the off cycle request to be able to enter a retro method.

Processing Controls

Field or Control

Description

Hide Processing Controls

Select to hide all processing controls on the Off Cycle Request page.

Allow entry of Payment Keys

Select if you want the user of the off cycle request to be able to enter payment keys.

Run Type

Enter the run type to use for this off cycle type.

Allow entry of Run Type

Select if you want the user of the off cycle request to be able to enter a run type.

Payment Method

Select the payment method to use for the off cycle type and reason. Values are Cash, Check, Postal Order, Pay Primary Account Only, and Use Normal Distribution.

Allow entry of Payment Method

Select if you want the user of the off cycle request to be able to enter a payment method.

Allow Partial Period Advances

This option is available only when the off cycle type is advance payment. Select if you will advance part of a pay period.

Element Selection

Select the element selection for the off cycle request. Values are All, Elements with Positive Input, and Limited Element Set.

Allow entry of Element Selection

Select if you want the user of the off cycle request to be able to enter an element selection.

Element Set

You can enter a value in this field when the Element Selection value is Limited Element Set. An element set defines (limits) the earnings and deductions found on the process list to process.