This tutorial deals with Fusion Payroll, and how it functions. In this part, we will discuss the UIs related to Payment Methods and Organisational Payment Methods in Payroll.

Payment Methods

As discussed in the previous part of the tutorial, Payment Methods are the definition of how the payments are handled through organisations and employees. They are the means by which the actual payment takes place, once the components of Payroll like balances, earnings and deductions, etc. are set up. There are three types of payment methods: Organisation Payment Methods, Personal Payment Methods, and Third Party Payment Methods.

Note: For any payment method done through Electronic Fund Transfer (EFT), a bank account has to be set up in Payroll. Use the Set Up Banks, Branches, and Accounts set of tasks to do this. You can refer to the tutorial on Oracle Fusion Payroll - Accounts and Bank Setup for the instructions to do so.

First, a default payment method has to be attached to your Payroll. The following steps instruct how to do so:

1. Click on Payroll -> Payroll Calculations from the Navigator menu.

2. Click on Manage Payroll Definitions under Manage Payroll Process Configuration in the Payroll Calculations Work Area.

3. Search for a Payroll from your Legislative Data Group and click on the name of the Payroll.

4. Click on Edit -> Correct on the top right-hand corner to edit the Payroll definition.

5. Select a default payment method from the dropdown.

6. Click on the Add icon under Valid Payment Methods (circled in the screenshot below) and add the required valid payment methods from the dropdown.

7. Click on the Submit button on the top right-hand corner.

Fig. 1 - Adding valid payment methods. The Add icon is circled

Note: The steps below instruct on how to create and edit payment methods through the Payment Distribution Work Area. In the case of Organisational and Third Party Payment Methods, this can also be done through Setup and Maintenance by using the Manage Organisation Payment Methods, Manage Third Parties, and Manage Third-Party Payment Methods tasks under Define Payment Methods.

Organisation Payment Methods

It is the definition of how the payments are handled from the organisation’s perspective. For any payment method through Electronic Fund Transfer (EFT), a bank account has to be set up in Payroll initially (for instructions, please see the tutorial on Accounts and Bank Setup).

The task associated with it is Manage Organisation Payment Methods.

1. From the Navigator menu, click on Payroll -> Payment Distribution to go to the Payment Distribution Work Area.

2. From the Payment Distribution Work Area, click on Manage Organisation Payment Methods under Payment Methods.

3. Select your Legislative Data Group and click on the Search button.

4. From the search results, click on the name to view or edit the required payment method.

5. To create a new payment method, click on the New icon (circled in the screenshot below).

6. The Legislative Data Group will already be selected. Enter the Effective Date and click on the Continue button.

7. Enter the details of the payment method. You can view the instructions for each field by clicking on them. After the details are entered, click on the Save button.

8. Click on the Add icon (circled in the screenshot below) to add a payment source to the payment method.

9. Enter the details of the payment source. Use the dropdown list to add a bank account as the source. After entering the details, click on the Continue button to add the payment source to the payment method.

10. By default, a payment rule will be created without a specified Tax Reporting Unit (TRU) for all operations in the organisation. To add a specific payment rule, use the Add icon under Payment Rules.

11. Click on the Submit button on the top right-hand corner.

Fig. 2 - The New Payment Method icon

Fig. 3 - Entering the details of the payment method. The Add icon is circled

Krishnaa Lakshmanan

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