Create An Element Group

We can create an element group to limit the elements being processed during the payroll processing

To create an Element Group in Oracle HCM, follow these steps:

1. Navigate to Payroll Element Groups

  • Go to My Client Groups > Payroll > Element Groups.
  • Click Create to start a new element group.

2. Enter Basic Information

  • Element Group Name: Enter a name for the element group, like “Benefits Deductions” or “Overtime Elements”.
  • Reporting Name: Enter a short reporting name if needed for reporting purposes.
  • Effective Date: Enter the date from which the group should be active.

3. Choose Group Type

  • Group Type: Select the group type, usually Standard or Balance Feeds.
    • Standard: Use this if the group is primarily for grouping elements for easy access and configuration.
    • Balance Feeds: Use this if you want the group to affect a specific balance (for example, if you are grouping elements to track a specific balance like “Net Pay” or “Total Deductions”).

4. Add Elements to the Group

  • Go to the Elements section and click Add.
  • Select the elements you want to include in this group. Use the search function if necessary to locate elements by name or classification.
  • Click Add to Group after selecting each element.

5. Configure Processing Order (if needed)

  • In some cases, especially if the group is intended for processing or reporting, you may want to arrange the elements in a specific order. Use the Processing Order field to define the order in which the elements should be considered within the group.

6. Save and Close

  • Review the group configuration to ensure all necessary elements are included.
  • Click Save and Close to complete the setup.

7. Test the Element Group

  • Run a test payroll process or balance report to ensure the Element Group functions as expected with the elements assigned to it.

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