Oracle HCM and Payroll Year End Process 2024-25 Checklist

In this article, Gaurav and Arun, our Oracle HCM and Payroll experts share their insights on how to plan for Oracle HCM and Payroll year end!

Oracle HCM Payroll 2024-2025 Checklist

1
Introduction
2
Before you start:

Calendar – Create Calendar with important dates.
Oracle Updates – Review Oracle Support document 2501571.1 Oracle Payroll Updates Policy

Information Center – Bookmark Information Center: Fusion Human Capital Management – United States (DOC
2063588.2)
Check Legislative Updates – Review Oracle Cloud United States Payroll Legislative Announcements (Doc ID 2542789.1) for
quarterly updates with any new compliance changes
Reconcile Checklist – Create reconciliation checklist (refer to example later in this article)
P2T Refresh – Schedule test Pod P2T refresh for each quarter testing

3
Prepare for Year End Processing

Configure the Federal Year end reporting rules for all TRUs:
Navigation My Client Groups => Workforce Structures => Manage Legal Reporting Unit HCM Information
=> Tax Reporting Unit => Federal => Federal Year-End Reporting Rule

Configure the Form W-2/Document delivery preferences – Employee
Navigation => Me => Show More => Search “Document Delivery Preferences

Verify and validate all the balances feeds to W-2 boxes
Navigation => My Client Groups => Show More => Search “Balance Definitions

Verify and validate all the balances feeds to W-2 boxes

Worker Setup for Payroll – Reporting Information
Navigation => My Client Groups => Calculation Cards => Reporting Information Car

Worker Validation report for Payroll – Find Missing SSNs
Navigation => My Client Groups => Payroll => Submit a flow

Processing Year End
W2c if needed
W2 Employee Report
Send Information to ADP
W2 Register Exceptions
W2 Register
Year End Archive
Year Begin process

The Archive End-of-Year Payroll Results flow captures employee balances for a given year and tax reporting unit
and archives them for year-end reporting.