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• Business Groups

• internal organizations, such as departments, divisions, and sections

• external organizations, such as benefits carriers, tax authorities, and recruiting agencies.

Prerequisites for All Organizations

   Enter the names and addresses of your work sites in the Location window.

See: Setting Up Site Locations

   Enter organization types you need in the QuickCodes window, for the QuickCode Type ORG_TYPE.

See: Adding QuickCode Values

Prerequisites for Business Groups

   Enable the currencies you need. Normally your system administrator does this.

See: Enabling Currencies

Note: Oracle Payroll is capable of paying employees working in other countries in the currencies of these countries, but does not provide the formulas needed to process taxes for employees paid in foreign currencies under other national legislations. You can write your own formulas in Oracle FastFormula, or contract with local third party vendors for the installation of tax routines.

   Define the structures for the Job, Position and Grade Name key flexfields, and define the structures and at least one segment for the People Group and Cost Allocation key flexfields.

See: Work Structures and Key Flexfields

   Make entries for the QuickCode Types FREQUENCY and BUDGET_MEASUREMENT_TYPE in the QuickCodes window.

See: Adding QuickCode Values

Prerequisites for HR Organizations

   To enter cost codes for these organizations, check that the Cost Allocation key flexfield includes a cost code segment, with a qualifier of Organization. This qualifier must be present for the segment to appear in the Organization window.

See: Setting Up the Cost Allocation Key Flexfield

To create a new organization:

1. Enter a name that is unique within the Business Group, and optionally select an organization type.

Note: All Oracle applications you install share the information entered in the Organization window. Therefore organization names must be unique within a Business Group, and Business Group names must be unique across your applications network.

2. Enter a start date early enough for any historical information you must enter.

You cannot assign an employee to an organization before the start date of the organization.

3. Select a location to record the site address, if one exists. You can also enter an internal address to add more details such as a floor or office number.

4. Select Internal or External. You cannot assign people to an external organization.

5. Save the organization. Then select at least one classification and enable it.

Note: Your system administrator can limit the classifications you see to those relevant at your installation.

• Select Business Group to define a Business Group.

Attention: Classifying an organization as a Business Group is not reversible. Employees, organizations, and other data are partitioned by Business Group. Each Business Group must be viewed using a separate responsibility.

• Select HR Organization for all organizations (including Business Groups) to which you want to assign employees.

• Select Payee Organization when defining an external organization that is the recipient of a third party payment from an employee, for example a court-ordered payment. You can then select this organization on the Personal Payment Method window when entering a third party payment method.

6. Save all enabled classifications for this organization.

To enter additional information:

1. In the Organization window, query the organization if it does not already appear there. In the Organization Classifications region, select the classification for which to enter additional information, and choose the Others button to open the Additional Organization Information window.

2. This window displays the entry options available for the selected classification. Choose the option you want. Another Additional Organization Information window opens. Click in a field of this window to open a window for information entry.

3. Enter additional information for the classification.

Note: There is no additional information to enter for a Payee Organization.

See Also

Additional Information for HR Organizations