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12/25/2017 Document 1579738.

Case Study: Fusion Payroll: How to Create and Modify a Fast Formula (Doc ID 1579738.1)

In this Document

Purpose
Details
About this document
Navigation
1 - Create
2 - Formula Type
3 - Compensation Formula Types
4 - Payroll Formula Types
5 - Formula Editors
6 - Expression Editor
7 - Database Items, Functions and Global Values
8 - Custom Formula Text
9 - Save and Submit
10 - Compile
11 - Compile Status

APPLIES TO:

Oracle Fusion Global Payroll Cloud Service - Version 11.1.5.0.0 and later
Oracle Fusion Global Payroll - Version 11.1.5.0.0 and later
Information in this document applies to any platform.

PURPOSE

The purpose of this document is to describe necessary steps to create Fast Formula in Oracle Fusion Payroll.

DETAILS

Oracle Fusion Fast Formula

How to create a fast formula.

If you are a Software-as-a-Service (SaaS) customer, there may be sections in this document that need not be
performed by you. Please log a Service Request in My Oracle Support for Oracle to do this for you

About this document

Fast Formulas are always customer specific and this document does not try to tell you how to create any Fast Formula.
The document is designed to give you the concepts on how to design and create Fast Formulas. You may need further
training and or guidance for any specific Fast Formulas you attempt to create.

Prior to making use of this document and creating any Fast Formula, it is advised that you have:

A thorough understanding of payroll elements and objects


Familiarity with eTRMs (data dictionary documents)
Experience in writing precise end user requirements
Experience in writing computer code, and
The ability to define the fit/gap for the area of the application for which the Fast Formula is proposed

NOTE: Formulas are upgrade safe, patch safe and they are to be considered extensions rather than customizations.

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Navigation

In order to create a custom Fast Formula or edit an existing Fast Formula in Fusion, you must Go to Task “Manage Fast
Formulas.” At this task page, you may search for an existing Formula with an Effective date or you may create your own.

The following images will navigate through the process of creating a custom Fast Formula via this task.

1 - Create

The first step is to navigate to the task and click Create.

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2 - Formula Type

The application will prompt for the custom *Formula Name, *Type, Description, *LDG and based on the type chosen, a
Type of Editor will be displayed. When creating formula names, it is best practice to use and enforce a unique and
consistent naming convention. There are 122 different types of formulas to choose from in the drop-down and the type
chosen will determine the available Database Items and the input values in addition to the appropriate Type of Editor.

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3 - Compensation Formula Types


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There are a number of types for the Compensation, Payroll and Absence Management modules but the majority of other
types belong to the Benefits module.

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4 - Payroll Formula Types

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5 - Formula Editors

The most appropriate Type of Editor for a particular Formula Type is determined by the application. The two Types of
Editors are Expression and Text. The Text Editor will require an Effective Start Date. Best practice is to use an Effective
Date that will precede any Hire Date, e.g. mm/dd/yyyy as 01/01/1951.

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Click Continue.

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6 - Expression Editor

If the Expression Editor was chosen, the Expression wizard will appear in the Manage Formula Details section in the Local
Area of the User Interface. Instead of writing the Formula text from scratch, the wizard will create the Formula based on
the values chosen or entered in the Formula Details fields.

The user can enter many arguments in the Expression Editor wizard. The green arrows above the arguments allow the
user to determine the sequence (“Add Before” or “Add After”).

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7 - Database Items, Functions and Global Values

When the Text Editor is chosen, the user is given more flexibility than with the Expression Editor. The Text editor asks for
completely custom Formula text. The Formula must be written with the proper Syntax and Structure and the correct
Database Items for the particular Formula type can be included. In the Fast Formula Assistant, the user can search for
Database Items, Functions and Global Values (Global Values found in: Payroll Admin > Batch Loader > Globals type). The
user should be aware of the available database items for the particular Formula Type before using them in the Formula.

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8 - Custom Formula Text

The Text Box in the Local Area of the UI is the area for the Formula text. The user may create a custom Fast Formula
here.

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9 - Save and Submit

Once the Formula is complete, whether it was created with the Expression or Text Editor, Save and Submit the Formula
before compiling.

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10 - Compile

Once the Formula has been saved and submitted, click Compile

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The Formula has been successfully submitted for compilation only if the following message appears.

Click Ok.

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11 - Compile Status

The Compile Status above the Formula Text should display a clock icon after submission which represents a status of In
Progress. To continue process, click Refresh and observe the Compile Status.

Once the Compile Status displays a green checkmark, the Formula has been compiled successfully. If the Compile Status
displays a red “X,” the Formula did not compile successfully and the user should scroll to the bottom to review any
messages and/or refer to the Incident Log for more information. See Troubleshooting Tips for some possible solutions.

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