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Oracle® Transactional Business Intelligence Enterprise for Human Capital Management Cloud Service 11.1.1.8.1 Human Resources – Payroll Subject Area July 2014

Contents Human Resources – Payroll Subject Area ..................................................................................................... 3 Description ................................................................................................................................................ 3 This subject area can be used to answer business questions such as: ..................................................... 3 The following job roles are used to secure access to this subject area: ................................................... 3 The following BI duty roles are used to secure access to this subject area: ............................................ 3 BI Product Offering ................................................................................................................................... 3 BI Product Release .................................................................................................................................... 3 Dimensions................................................................................................................................................ 4 Facts .......................................................................................................................................................... 7

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Human Resources – Payroll Subject Area Description Payroll provides complete information on various earnings, deductions, taxes, and special balances for the employees from pay run results. The payroll balances store granular pay run result balances as well as configurable aggregated summary measures. This enables you to better analyze aggregated payroll, compensation or benefits costs e.g. total overtime, total net pay, total employer-paid healthcare cost, total employer taxes etc. as well as drill to detailed payroll element balances.

This subject area can be used to answer business questions such as: • • • • • •

What are the total amounts for key payroll metrics like gross pay, taxes, overtime, deductions, and net pay? How are payroll earnings distributed by balance category (regular, holiday, overtime, commissions, bonus, etc).? What are the major employer and employee deductions? How do earnings and deductions compare year-over-year for the same months? How are payroll costs trending? How do they compare to last year? Where do we have high overtime spend? What locations, jobs, or departments have the highest overtime spending?

The following job roles are used to secure access to this subject area: • •

Payroll Manager Human Resources VP

The following BI duty roles are used to secure access to this subject area: •

Payroll Analysis Fusion BI Duty

BI Product Offering Oracle® Transactional Business Intelligence Enterprise for Human Capital Management Cloud Service

BI Product Release Release 8

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Dimensions Dimension Folder Name Time

Hierarchies

Sub-folder Name

Description

Gregorian Calendar

A folder containing time dimensional attributes, e.g. Year, Quarter, Month, Day and a Time hierarchy.

Enterprise Calendar

A folder that organizes the major hierarchies available for inclusion in analyses. The hierarchy of supervisors within the organization. Use this hierarchy for management chain reporting and analysis. Level16 is considered the top level of the hierarchy.

Supervisor Hierarchy

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Position Hierarchy

The hierarchy of positions within the organization. Level16 is considered the top level of the hierarchy.

Department Hierarchy

The hierarchy of departments within the organization. Use this hierarchy for organization structure reporting and analysis. Level 14 is considered the top level of

Special Considerations

When including the supervisor hierarchy in reports, the data will be secured to display only data within the current user’s supervisory chain. The user will be able to see aggregated data for all managers and employees that report to them. When using the hierarchy attribute columns (labeled Supervisor Hierarchy Level #), you must filter the analysis by Hierarchy Name and Hierarchy Version to ensure accurate results. When using the hierarchy attribute columns (labeled Department Hierarchy Level #), you must filter the analysis by Hierarchy Name and Hierarchy Version to ensure accurate results. When using the hierarchy attribute columns (labeled Department Hierarchy Level #), you must filter the analysis by

Fusion Navigation

Navigator -> Workforce Management -> Workforce Structures -> Tasks -> Positions -> Manage Position Trees

Navigator -> Workforce Management -> Workforce Structures -> Tasks -> Department -> Manage Department Trees

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the hierarchy.

Bands

Age Band Performance Band

Length of Service Band Worker Dimensions

Basic Information

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Contains folders that segment key dimensions into bands for simplified analysis. A folder containing information about a worker's age band. A folder containing the normalized performance band attributes including performance bands and band ranges. A folder containing Length of Service Band dimension attributes including bands and band range. A folder containing attributes about workers' personal information, assignment, diversity, citizenship, location, position, job and pay grade A folder containing workers' basic information including identification number, names, and assignment types.

Personal Information

A folder containing workers' personal information such as marital status, birth date and birth country.

Employment Information

A folder containing workers' employment information including hire, service dates, contract start/end dates, and performance rating

Diversity

A folder containing worker's diversity information including ethnicity, gender, religion and disability

Citizenship

A folder containing workers' citizenship information.

Education

A folder containing information on workers' highest education level.

Hierarchy Name and Hierarchy Version to ensure accurate results.

Not applicable (derived information) Navigator -> Workforce Management -> Person Management -> Tasks -> Career -> Manager Talent Profile Not applicable (derived information)

Navigator -> Workforce Management -> Person Management -> Tasks -> Personal and Employment -> Manage Person; Manage Employment; Manage Work Relationship Navigator -> Workforce Management -> Person Management -> Tasks -> Personal and Employment -> Manage Person Navigator -> Workforce Management -> Person Management -> Tasks -> Personal and Employment -> Manage Employment; Manage Work Relationship Navigator -> Workforce Management -> Person Management -> Tasks -> Personal and Employment -> Manage Person Navigator -> Workforce Management -> Person Management -> Tasks -> Personal and Employment -> Manage Person Navigator -> Workforce Management -> Person Management -> Tasks ->

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Employment

A folder containing information on workers’ employment attributes.

Job

A folder containing job dimension attributes including job, job family, job function, and EEO job category for US regulatory reporting A folder containing pay grade attributes including pay grade range in both local and reporting currency.

Pay Grade

Position

Department

A folder containing Supervisor attributes.

Location

A folder containing work location address attributes.

HR Business Unit

A folder containing HR Business Unit dimension attributes.

A folder containing all payroll-related dimensional attributes including pay run, balance attributes, and earning period.

Payroll Statutory Unit Payroll Details

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Navigator -> Workforce Management -> Workforce Structures -> Tasks -> Grades -> Manage Grades

A folder containing information about HR position attributes including position hiring status, fulltime status, hourly or salary, and security clearance. A folder containing attributes for the department to which the employee is assigned.

Supervisor

Payroll Dimensions

Personal and Employment -> Manage Person Navigator -> Workforce Management -> Person Management -> Tasks -> Personal and Employment -> Manage Employment; Manage Work Relationship Navigator -> Workforce Management -> Person Management -> Tasks -> Personal and Employment -> Manage Employment

A folder containing Payroll Statutory Unit attributes. A folder containing information about a payroll

Navigator -> Workforce Management -> Person Management -> Tasks -> Personal and Employment -> Manage Employment Navigator -> Workforce Management -> Person Management -> Tasks -> Personal and Employment -> Manage Employment Navigator -> Workforce Management -> Person Management -> Tasks -> Personal and Employment -> Manage Employment Navigator -> Workforce Management -> Person Management -> Tasks -> Personal and Employment -> Manage Employment Navigator -> Workforce Management -> Person Management -> Tasks -> Personal and Employment -> Manage Employment Balance mappings can normalize multiple balance names from the source payroll system into a single balance name in OTBI-E.

Use the Payroll Name to view or

Navigator -> Payroll -> Administration Navigator -> Payroll -> Administration

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Payroll Balance Attributes Payroll Balance Mapping Payroll Run Type Payroll Earning Period

Payroll Statutory Period

such as payroll name, legislation data group and source legislation. A folder containing payroll balance attributes including balance name, balance category, deduction type, and remuneration flag. A folder containing payroll balance mapping information such as balance multiplier, summary measures. A folder containing information about a pay run. A folder containing information about earning periods including payroll name, earning periods, and earning begin and end date.

filter analyses to a specific payroll definition. Navigator -> Payroll -> Administration -> Manage Balance Definitions Navigator -> Payroll -> Administration -> Manage Balance Definitions

Use the Earning Period Start and End dates to display or limit results to specific payroll runs.

A folder containing information about payroll statutory period including payroll name, statutory periods and statutory period begin and end dates. A folder containing Currency attributes including transactional currency code and BI common currency code used for currency conversion.

Currency

Navigator -> Payroll -> Administration Navigator -> Payroll -> Administration

Navigator -> Payroll -> Administration

Facts Fact Folder Name Facts - Human Resources Payroll

Description A folder containing all payroll metrics including payroll details and earning and deduction balances for YTD, QTD, and MTD.

Sub-folder Name Payroll Balance Detail Facts

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Special Considerations

Description

Special Considerations

A folder containing base payroll balance details in both local and reporting currency.

Use this folder to report on payroll balance information at a detailed level, or by filtering the data. Where calculations will use specific payroll balances (e.g., Overtime Hours, Vacation Pay) use the facts contained in the Payroll Earning Balance Facts and Payroll Deduction Balance Facts folders to simplify report definition.

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Metric/Measure Balance Level

Description/Meaning Payroll Balance Level relates to the 3-tier employment model – whether the balance is for the assignment, employment terms, or payroll relationship. Total amount required to pay workers during a week, month or other period. Amount of a Payroll Balance in Local Currency.

Balance Amount Balance Amount (Local Currency)

Sub-folder Name Payroll Earning Balance Facts

Description

Special Considerations

A folder containing payroll earning balances from a payroll run including both local and reporting currency.

Metric/Measure Regular Pay Regular Pay (Local Currency) Regular Hours Overtime Pay Overtime Pay (Local Currency) Overtime Hours Holiday Pay Holiday Pay (Local Currency) Holiday Hours Commission Pay Commission Pay (Local Currency) Bonus Pay Bonus Pay (Local Currency) Other Pay Other Pay (Local Currency) Variable Pay Variable Pay (Local Currency) Gross Pay

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Calculation – where applicable

Description/Meaning Regular rate of pay paid to an employee during a pay period. Regular rate of pay paid to an employee in Local Currency. Number of hours paid to an employee for work identified as part of their normal work schedule. Amount of overtime paid to each employee in a pay period. Amount of Overtime paid to an employee in Local Currency. Number of hours that an employee works beyond scheduled normal working hours. Amount paid for public holiday and vacation taken. Amount paid for public holiday and vacation taken in Local Currency. Number of public holiday and vacation hours paid in a payroll period. Sum of payroll balances mapped to the summary measure "Commission Pay". Total Commission Pay in Local Currency.

Calculation – where applicable

Sum of all payroll balances mapped to the summary measure "Bonus Pay". Total Bonus Pay in Local Currency. Other income not covered by other balance measures. It is configurable which balances are mapped to "Other Pay". Other Pay in Local Currency. Variable portion of an employee's compensation that is tied to his/her job performance, e.g. bonus, sales commissions. Variable portion of an employee's compensation in Local Currency. Amount of an employee's regular remuneration including allowances, overtime pay,

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commissions, and bonuses, etc., before any deductions are made. Gross Pay in Local Currency.

Gross Pay (Local Currency) Net Pay Net Pay (Local Currency) Taxable Benefits Taxable Benefits (Local Currency) Total Earnings Total Earnings (Local Currency) Base Pay Base Pay (Local Currency) Average Base Pay Average Base Pay (Local Currency) Average Variable Pay Average Variable Pay (Local Currency) Average Bonus Pay Average Bonus Pay (Local Currency) Average Gross Pay Average Gross Pay (Local Currency) Overtime Percentage Vacation Hours Vacation Pay Sick Hours Sick Pay

Sub-folder Name Payroll Deduction Balance Facts

Employee Total Earnings. Employee Total Earnings in Local Currency. Base Pay includes all elements that are part of the employee's base compensation but not part of bonus or variable pay. Base Pay in Local Currency. Base Pay includes all elements that are part of the employee's base compensation but not part of bonus or variable pay. Base Pay in Local Currency. Average variable pay per worker included in the payroll run. Average variable pay per worker included in the payroll run in local currency. Average bonus pay per worker included in the payroll run. Average bonus pay per worker included in the payroll run in local currency. Average gross pay per worker included in the payroll run. Average gross pay per worker included in the payroll run in local currency. Percentage of total hours paid that are overtime. Vacation Hours. Vacation Pay. Sick Hours. Sick Pay.

Description

Total Variable Pay/ Payroll Headcount Total Variable Pay/ Payroll Headcount (in Local Currency) Total Bonus Pay/ Payroll Headcount Total Bonus Pay/ Payroll Headcount (in Local Currency) Total Gross Pay/ Payroll Headcount Total Gross Pay/ Payroll Headcount (in Local Currency) Overtime hours / total hours

Special Considerations

A folder containing payroll deduction balances from a payroll run including both local and reporting currency.

Metric/Measure Voluntary Deductions

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Employee's pay after deductions and withholding. Employee's pay after deductions and withholding in Local Currency. Employer-provided cash or non-cash benefits that enter into the determination of an employee's taxable wages. Taxable Benefits in Local Currency.

Description/Meaning Deductions that an employee voluntarily chooses to have withheld from his/her payroll.

Calculation – where applicable

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Voluntary Deductions (Local Currency) Involuntary Deductions

Involuntary Deductions (Local Currency) Pre-Tax Deductions Pre-Tax Deductions (Local Currency) Post-Tax Deductions Post-Tax Deductions (Local Currency) Pension Employee Contributions Pension Employee Contributions (Local Currency) Pension Employer Contributions Pension Employer Contributions (Local Currency) Healthcare Employer Contributions Healthcare Employer Contributions (Local Currency) Benefits Total Employee Cost Benefits Total Employee Cost (Local Currency) Benefits Total Employer Cost Benefits Total Employer Cost (Local Currency) Social Insurance Cost Employee Social Insurance Cost Employee (Local Currency)

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Voluntary deductions can be either before tax or after tax. Deductions that an employee voluntarily chooses to have withheld from his/her payroll in Local Currency. Voluntary deductions can be either before tax or after tax. Involuntary deductions are those which neither the employer nor the employee has control. The employer is required by law to deduct a certain amount of the employee's pay and send (remit) it to a person or government agency to satisfy the employee's debt. Total Involuntary Deductions in Local Currency. Deductions to an employee's gross wages that reduce taxable wages for an employee. Deductions to an employee's gross wages in Local Currency that reduce taxable wages for an employee. Payments that are deducted from an employee's after-tax income for certain employer-sponsored benefits. Payments that are deducted from an employee's after-tax income for certain employer-sponsored benefits in Local Currency. Employee Contributions to Social Security or Retirement Pension Funds. Employee Contributions to Social Security or Retirement Pension Funds in Local Currency. Employer Contributions to Social Security or Pension Funds. Employer Contributions to Social Security or Pension Funds in Local Currency. Total employer cost relating to healthcare contributions. It is configurable which payroll balances are included in "Healthcare Employer Contributions". Total Employer Cost Relating to Healthcare Contributions in Local Currency. Total cost of indirect and non-cash compensation paid to an employee. Total cost of indirect and non-cash compensation paid to an employee in Local Currency. Total Employer cost of providing Benefits. Total Employer cost of providing Benefits in Local Currency. Social Insurance Taxes Paid by Employee; In US, this is Social Security Tax. Social Insurance Taxes Paid by Employee in Local Currency; this is Social Security Tax.

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Social Insurance Cost Employer Social Insurance Cost Employer (Local Currency) Total Taxes Employee Total Taxes Employee (Local Currency) Total Taxes Employer Total Taxes Employer (Local Currency) Total Deductions Total Deductions (Local Currency)

Sub-folder Name Other Payroll Facts

Total Taxes Paid by Employer. Total Taxes Paid by Employer in Local Currency. Total amounts withheld from an employee's paycheck including taxes and pre- or after-tax deductions. Total deductions in Local Currency.

Special Considerations

A folder containing payroll metrics that are not related to earnings and deductions, e.g. payroll headcount.

The metrics in this folder will aggregate based on the attributes included in the analysis (e.g., time, payroll name).

Description/Meaning Number of employees paid. Number of employee paid Year Ago.

Calculation – where applicable

Number of employee paid Year To Date. Number of employee paid Quarter To Date. Number of employee paid Month To Date.

Description

Special Considerations

A folder containing payroll earning year-to-date balances.

Metric/Measure Base Pay YTD Regular Pay YTD Regular Hours YTD Overtime Pay YTD Overtime Hours YTD Holiday Pay YTD Holiday Hours YTD Commission Pay YTD Bonus Pay YTD Other Pay YTD Variable Pay YTD

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Total Taxes Paid by Employee. Total Taxes Paid by Employee in Local Currency.

Description

Metric/Measure # of Employees Paid # of Employees Paid YAGO # of Employees Paid YTD # of Employees Paid QTD # of Employees Paid MTD

Sub-folder Name Payroll Earning Balance YTD Facts

Social Insurance Taxes Paid by Employer; this is Social Security Tax. Social Insurance Taxes Paid by Employer in Local Currency; this is Social Security Tax.

Description/Meaning Base Pay YTD: Base Pay Year to Date. Regular Pay Year to Date. Regular Hours Year to Date. Overtime Pay Year to Date. Overtime Hours Year to Date. Holiday Pay Year to Date. Holiday Hours Year to Date. Commission Pay Year to Date. Bonus Pay Year to Date. Other Pay Year to Date. Variable Pay Year to Date.

Calculation – where applicable

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Gross Pay YTD Net Pay YTD Total Earnings YTD Vacation Hours YTD Vacation Pay YTD Sick Hours YTD Sick Pay YTD Vested Stock Value YTD

Sub-folder Name Payroll Earning Balance QTD Facts

Description

Description/Meaning Base Pay Quarter to Date. Regular Pay Quarter to Date. Regular Hours Quarter to Date. Overtime Pay Quarter to Date. Overtime Hours Quarter to Date. Holiday Pay Quarter to Date. Holiday Hours Quarter to Date. Commission Pay Quarter to Date. Bonus Pay Quarter to Date. Other Pay Quarter to Date. Variable Pay Quarter to Date. Gross Pay Quarter to Date. Net Pay Quarter to Date. Total Earnings Quarter to Date. Vacation Hours Quarter to Date. Vacation Pay Quarter to Date. Sick Hours Quarter to Date. Sick Pay Quarter to Date. Vested Stock Value Quarter to Date.

Description

Calculation – where applicable

Special Considerations

A folder containing payroll earning month-to-date balance metrics.

Metric/Measure Base Pay MTD Regular Pay MTD Regular Hours MTD Overtime Pay MTD

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Special Considerations

A folder containing payroll earning quarter-to-date balance metrics.

Metric/Measure Base Pay QTD Regular Pay QTD Regular Hours QTD Overtime Pay QTD Overtime Hours QTD Holiday Pay QTD Holiday Hours QTD Commission Pay QTD Bonus Pay QTD Other Pay QTD Variable Pay QTD Gross Pay QTD Net Pay QTD Total Earnings QTD Vacation Hours QTD Vacation Pay QTD Sick Hours QTD Sick Pay QTD Vested Stock Value QTD

Sub-folder Name Payroll Earning Balance MTD Facts

Gross Pay Year to Date. Net Pay Year to Date. Total Earnings Year to Date. Vacation Hours Year to Date. Vacation Pay Year to Date. Sick Hours Year to Date. Sick Pay Year to Date. Vested Stock Value Year to Date.

Description/Meaning Base Pay MTD: Base Pay Month to Date. Regular Pay Month to Date. Regular Hours Month to Date. Overtime Pay Month to Date.

Calculation – where applicable

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Overtime Hours MTD Holiday Pay MTD Holiday Hours MTD Commission Pay MTD Bonus Pay MTD Other Pay MTD Variable Pay MTD Gross Pay MTD Net Pay MTD Total Earnings MTD Vacation Hours MTD Vacation Pay MTD Sick Hours MTD Sick Pay MTD Vested Stock Value MTD

Sub-folder Name Payroll Earning Balance YAGO Facts

Overtime Hours Month to Date. Holiday Pay Month to Date. Holiday Hours Month to Date. Commission Pay Month to Date. Bonus Pay Month to Date. Other Pay Month to Date. Variable Pay Month to Date. Gross Pay Month to Date. Net Pay Month to Date. Total Earnings Month to Date. Vacation Hours Month to Date. Vacation Pay Month to Date. Sick Hours Month to Date. Sick Pay Month to Date. Vested Stock Value Month to Date.

Description A folder containing payroll earning year-ago balance metrics.

Metric/Measure Base Pay YAGO Regular Pay YAGO Regular Hours YAGO Overtime Pay YAGO Overtime Hours YAGO Holiday Pay YAGO Holiday Hours YAGO Commission Pay YAGO Bonus Pay YAGO Other Pay YAGO Variable Pay YAGO Gross Pay YAGO Net Pay YAGO Total Earnings YAGO Vacation Hours YAGO Vacation Pay YAGO Sick Hours YAGO Sick Pay YAGO Vested Stock Value YAGO

Sub-folder Name Payroll Deduction Balance YTD

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Special Considerations

Description/Meaning Base Pay YAGO: Base Pay Year Ago. Regular Pay Year Ago. Regular Hours Year Ago. Overtime Pay Year Ago. Overtime Hours Year Ago. Holiday Pay Year Ago. Holiday Hours Year Ago. Commission Pay Year Ago. Bonus Pay Year Ago. Other Pay Year Ago. Variable Pay Year Ago. Gross Pay Year Ago. Net Pay Year Ago. Total Earnings Year Ago. Vacation Hours Year Ago. Vacation Pay Year Ago. Sick Hours Year Ago. Sick Pay Year Ago. Vested Stock Value Year Ago.

Description

Calculation – where applicable

Special Considerations

A folder containing payroll deduction year-to-date balance metrics.

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Facts

Metric/Measure Voluntary Deductions YTD Involuntary Deductions YTD Pre-Tax Deductions YTD Post-Tax Deductions YTD Pension Employee Contributions YTD Pension Employer Contributions YTD Healthcare Employer Contributions YTD Benefits Total Employee Cost YTD Benefits Total Employer Cost YTD Social Insurance Cost Employee YTD Social Insurance Cost Employer YTD Total Taxes Employee YTD Total Taxes Employer YTD Total Deductions YTD

Sub-folder Name Payroll Deduction Balance QTD Facts

Calculation – where applicable

Involuntary Deductions Year To Date. Pre-Tax Deductions Year To Date. Post-Tax Deductions Year To Date. Pension Employee Contributions Year To Date. Pension Employer Contributions Year To Date. Healthcare Employer Contributions Year To Date. Benefits Total Employee Cost Year To Date. Benefits Total Employer Cost Year To Date. Social Insurance Cost Employee Year To Date. Social Insurance Cost Employer Year To Date. Total Taxes Employee Year To Date. Total Taxes Employer Year To Date. Total Deductions Year To Date.

Description

Special Considerations

A folder containing payroll deduction quarter-todate balance metrics.

Metric/Measure Voluntary Deductions QTD Involuntary Deductions QTD Pre-Tax Deductions QTD Post-Tax Deductions QTD Pension Employee Contributions QTD Pension Employer Contributions QTD Healthcare Employer Contributions QTD

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Description/Meaning Voluntary Deductions Year To Date.

Description/Meaning Voluntary Deductions Quarter to Date.

Calculation – where applicable

Involuntary Deductions Quarter to Date. Pre-Tax Deductions Quarter to Date. Post-Tax Deductions Quarter to Date. Pension Employee Contributions Quarter to Date. Pension Employer Contributions Quarter to Date. Healthcare Employer Contributions Quarter to Date.

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Benefits Total Employee Cost QTD Benefits Total Employer Cost QTD Social Insurance Cost Employee QTD Social Insurance Cost Employer QTD Total Taxes Employee QTD Total Taxes Employer QTD Total Deductions QTD

Sub-folder Name Payroll Deduction Balance MTD Facts

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Benefits Total Employer Cost Quarter to Date. Social Insurance Cost Employee Quarter to Date. Social Insurance Cost Employer Quarter to Date. Total Taxes Employee Quarter to Date. Total Taxes Employer Quarter to Date. Total Deductions Quarter to Date.

Description

Special Considerations

A folder containing payroll deduction month-todate balance metrics.

Metric/Measure Voluntary Deductions MTD Involuntary Deductions MTD Pre-Tax Deductions MTD Post-Tax Deductions MTD Pension Employee Contributions MTD Pension Employer Contributions MTD Healthcare Employer Contributions MTD Benefits Total Employee Cost MTD Benefits Total Employer Cost MTD Social Insurance Cost Employee MTD Social Insurance Cost Employer MTD Total Taxes Employee MTD Total Taxes Employer MTD Total Deductions MTD

Sub-folder Name Payroll

Benefits Total Employee Cost Quarter to Date.

Description/Meaning Voluntary Deductions Month To Date.

Calculation – where applicable

Involuntary Deductions Month To Date. Pre-Tax Deductions Month To Date. Post-Tax Deductions Month To Date. Pension Employee Contributions Month To Date. Pension Employer Contributions Month To Date. Healthcare Employer Contributions Month To Date. Benefits Total Employee Cost Month To Date. Benefits Total Employer Cost Month To Date. Social Insurance Cost Employee Month To Date. Social Insurance Cost Employer Month To Date. Total Taxes Employee Month To Date. Total Taxes Employer Month To Date. Total Deductions Month To Date.

Description

Special Considerations

A folder containing payroll deduction year ago

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Deduction Balance YAGO Facts

balance metrics.

Metric/Measure Voluntary Deductions YAGO Involuntary Deductions YAGO Pre-Tax Deductions YAGO Post-Tax Deductions YAGO Pension Employee Contributions YAGO Pension Employer Contributions YAGO Healthcare Employer Contributions YAGO Benefits Total Employee Cost YAGO Benefits Total Employer Cost YAGO Social Insurance Cost Employee YAGO Social Insurance Cost Employer YAGO Total Taxes Employee YAGO Total Taxes Employer YAGO Total Deductions YAGO

Fact Folder Name Facts - Human Resources Accrual

Description/Meaning Voluntary Deductions Year Ago. Involuntary Deductions Year Ago. Pre-Tax Deductions Year Ago. Post-Tax Deductions Year Ago. Pension Employee Contributions Year Ago. Pension Employer Contributions Year Ago. Healthcare Employer Contributions Year Ago. Benefits Total Employee Cost Year Ago. Benefits Total Employer Cost Year Ago. Social Insurance Cost Employee Year Ago. Social Insurance Cost Employer Year Ago. Total Taxes Employee Year Ago. Total Taxes Employer Year Ago. Total Deductions Year Ago.

Description

Sub-folder Name Accrual Balance Facts

Special Considerations

Description

Special Considerations

A folder containing payroll accrual balance and liability metrics.

Metric/Measure Accrual Balance (Hours)

Accrual Balance (Days)

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Calculation – where applicable

Description/Meaning Total leave accrual balance in hours including Carryover, Accrued, Absences Taken and Adjustment time.This includes the leave balance that has been accrued to a worker but not available for he/she to use. Total leave accrual balance in days including

Calculation – where applicable

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Carryover, Accrued, Absences Taken and Adjustment time. This includes the leave balance that has been accrued to a worker but not available for he/she to use. Monetary amount for the leave accrual balance due to a worker. Monetary amount in local currency for the leave accrual balance due to an employee.

Accrual Liability Amount Accrual Liability Amount (Local Currency)

Fact Folder Name Facts - Human Resources Compensation

Sub-folder Name Workforce Salary Facts

Description

Description

Special Considerations

A folder containing salary metrics including annualized base salary, FTE annual salary, and aggregated salary data (average, min, and max).

Metric/Measure Compa-ratio Pay Grade Mid Yearly Amount Average Annual Base Salary

Total Annual Base Salary Employee Hourly Rate

Time Since Last Salary Increase (Days) Max Annual Base Salary Range

Min Annual Base Salary Range

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Special Considerations

Description/Meaning Employee compa-ratio based on pay grade midrange amount and worker annual base salary. Pay grade mid-range amount (annualized).

Calculation – where applicable Pay Grade Mid Yearly Amount / Total Annual Base Salary Year * 100

Average base salary of employees at time of inquiry. The Average Annual Base Salary metric provides information used in Employee Reward Planning initiatives by the Human Resource department. Use this metrics when looking at average compensation across employees. Total of all base salaries for all employees in specific time period. Use this metric when looking at total compensation. Hourly rate for an employee. This metric provides a snapshot of an employee's pay rate that will be used in employee information listings. Also, you can analyze hourly rates by jobs, job families, positions, and pay grades to analyze your pay rate structure. Time since last salary increase (does not reflect decreases), in days, relative to the selected time period end date. Maximum annual base salary for employees. This is a snapshot value of the maximum annual base salary, as of a particular date. This metric can be compared against the midpoint and minimum values to obtain a relative comparison for a group of employees. Base compensation is used in employee listings. Minimum annual base salary for employees. This is a snapshot value of the minimum annual base

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Mid Annual Base Salary Range

Full-time Annualized Salary Full-time Annualized Salary (NonAggregated)

Fact Folder Name Facts - Human Resources Workforce Deployment

Employee’s annualized full-time salary. Use this metric when analyzing individual employee compensation.

Description

Total Annual Base Salary / FTE (Employee) Total Annual Base Salary / FTE (Employee)

Special Considerations

A master folder containing core workforce metrics including headcount, turnover and assignment change events, managerial span of control and length of services.

Sub-folder Name Workforce Deployment Facts

Description

Special Considerations

A folder containing employee and contingent worker headcount metrics.

Metric/Measure Headcount

Active Headcount

Employee Headcount

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salary, as of a particular date. This metric can be compared against the midpoint and maximum values to obtain a relative comparison for a group of employees. Base compensation is used in employee listings. Midpoint annual base salary for employees. This is a snapshot value of the midpoint annual base salary, as of a particular date. This metric can be compared against the maximum and minimum values to obtain a relative comparison for a group of employees. Base compensation is used in employee listings. Employee’s annualized full-time salary.

Description/Meaning Headcount of all workforce including contractors, part time and full time (inactive employees are also included). Use this metric with employment category, job, or position dimension to see # employees in a certain dimension. You can filter for contractors, part time or full time through the Employment Category Description Field. Aggregation rule is last value when used with time dimension. With all other dimensions, aggregation rule is sum. Headcount of full time and part time active workforce (includes contractors and temporary employees). This excludes employees on leave. Aggregation rule is last value when used with time dimension. With all other dimensions, aggregation rule is sum. Headcount of active employees (excludes contingent and temporary employees), employees are modeled in the employment dimension. Aggregation rule is last value when

Calculation – where applicable

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Employee Headcount Ratio Contingent Worker Headcount

Contingent Worker Headcount Ratio Full-Time Employee Headcount

Full-Time Employee Headcount Ratio

Part-Time Employee Headcount

Part-Time Employee Headcount Ratio

Manager Headcount

Manager Headcount Ratio Supervisor Headcount

Supervisor Employee Headcount Ratio

Standard Weekly Hours Standard Monthly Hours FTE

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used with time dimension. With all other dimensions, aggregation rule is sum. Ratio of employee headcount to all active workforce headcount. The employee ratio indicates the number of salaried employees to the total workforce in the company. Headcount of active contingent workers, contingent workers are modeled in the employment dimension. Aggregation rule is last value when used with time dimension. With all other dimensions, aggregation rule is sum. Ratio of active contingent workers to active workforce. Number of active full time employees (excludes part time employees and contractors, etc) . Aggregation rule is last value when used with Time dimension. Aggregation rule is sum when used with any other dimension. Ratio of full-time employee active headcount to all employee active headcount. The number of full-time employees in relation to the total number of employees is a useful metric when staffing short-term and long-term projects. Number of active part time employees (excludes part time employees and contractors, etc). Aggregation rule is last value when used with Time dimension. Aggregation rule is sum when used with any other dimension. Ratio of part-time employee active headcount to all employee active headcount. The number of full-time employees in relation to the total number of employees is a useful metric when staffing short-term and long-term projects. Number of active employees that are flagged as managers in employment organization code (excludes contractors and temporary employees.) Aggregation rule is last value when used with time dimension. With all other dimensions, aggregation rule is sum. Ratio of active headcount who are managers.

Contingent worker headcount / active headcount

Number of active full-time employees that are flagged as supervisors (excludes contractors and temporary employees). Aggregation rule is last value when used with time dimension. With all other dimensions, aggregation rule is sum. Ratio of supervisors to all employees. This counts # employees with direct reports divided by all reports. It is also known as manager span of control and approximates the average number of direct reports that each supervisor manages. Number of hours contracted to work in a week. Number of hours contracted to work in a month. FTE of active employees (includes contractors and temporary employees). This excludes

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FTE (Contingent)

FTE (Employee)

Sub-folder Name Workforce Performance Facts

employees on leave. Aggregation rule is last value when used with time dimension. With all other dimensions, aggregation rule is sum. FTE of active contingent workers, contingent workers are modeled in the employment dimension. Aggregation rule is last value when used with time dimension. With all other dimensions, aggregation rule is sum. FTE of active employees, employees are modeled in the employment dimension. Aggregation rule is last value when used with time dimension. With all other dimensions, aggregation rule is sum.

Description

Special Considerations

This folder displays workforce performance rating facts that can be used to analyze organization and employee level performance over time.

Metric/Measure Employee Performance Rating Employee Performance Rating YAGO Performance Rating Mean Performance Rating

Description/Meaning Normalized (percentage) performance rating, the aggregation level is Employee dimension. Normalized (percentage) performance YAGO rating, the aggregation level is Employee dimension. Normalized (percentage) performance rating for the employee, the default aggregation level is Performance Band dimension. Average performance rating of all employees. Performance rating is typically given at the end of period as part of a performance review process.

Calculation – where applicable

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Payroll - Oracle

Oracle® Transactional Business Intelligence Enterprise for Human Capital Management Cloud Service 11.1.1.8.1 Human Resources – Payroll Subject Area Ju...

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