PeopleSoft Payroll – US Rel 9.2 Ed 3

Course Overview

• Objectives
• Agenda

Business Process Overview

• Objectives
• Describing the Features of Payroll for North America
• (CAN) Additional Payroll for North America Features for Canada
• PeopleSoft Payroll for North America Integrations
• Describing The Steps of Payroll Processing
• Describing Sources of Information About Payroll for North America in
• Product Documentation
• Summary

Setting Up PeopleSoft HRMS Tables for Payroll Processing

• Objectives
• Identifying HRMS Tables That Impact Payroll Processing
• Describing Installation Table Setup for PeopleSoft Payroll for North America
• Describing the Role of SetID, Location, and Department in Payroll Processing
• Describing Company Table Setup
• Describing Frequency and Compensation Setup
• Summary

Setting Up Payroll Tables

• Objectives
• Identifying Payroll Setup Tables
• Setting Up Source Bank Accounts
• Creating Special Accumulators
• Setting Up Earnings Codes
• Setting Up Earnings Programs
• Describing Shift Pay Setup
• Creating a Pay Group
• Creating a Rate Code
• Setting Up Deductions
• Using Deduction Subsets
• Setting Up General Deductions
• Summary

Setting Up Payroll Tables

• Objectives
• Identifying Tax Table Maintenance Responsibility
• Describing PeopleSoft-Maintained Tax Tables
• Setting Up Customer-Maintained Tax Tables
• Describing Setup for Tax Reporting
• Summary

(CAN) Setting Up Canadian Payroll Tax Tables

• Objectives
• Identifying Tax Table Maintenance Responsibility
• Describing PeopleSoft-Maintained Tax Tables
• Setting Up Customer-Maintained Tax Tables
• Summary

Setting Up Employee Data

• Objectives
• Identifying Sources of Employee Data
• Setting Up an Employee Instance
• Entering and Viewing Employee Job Data
• Identifying Employee Pay Data
• (USA) Updating U.S. Employee Tax Data
• (CAN) Updating Canadian Employee Tax Data
• Assigning Additional Pay to Employees
• Assigning General Deductions to Employees
• Updating Payroll Options for Employees
• Setting Up Employee Direct Deposit Data
• Summary

Creating and Updating Paysheets

• Objectives
• Describing Paysheets in Payroll for North America
• Describing Balance ID Creation
• Creating Pay Calendars
• Setting Up Pay Run IDs
• Creating Paysheets
• Viewing and Updating Paysheets and Paylines
• Loading Paysheets by Rapid Entry Method
• (Optional) Loading Paysheets by Rapid Entry Method
• Describing the Payroll Unsheet Process
• Summary

Calculating Payroll

• Objectives
• Describing Payroll Calculation
• Deduction Taken Hierarchy During Pay Calculation
• Describing Payroll Calculation
• Running Preliminary Payroll Calculation
• Running Final Payroll Calculation
• Summary

Confirming Payroll and Producing Checks and Reports

• Objectives
• Confirming a Payroll
• Viewing Confirmed Payroll Results Online
• Printing Checks and Advices
• Describing Check Reprinting
• Describing Direct Deposit Transmittals and Reports
• Describing Payroll and Tax Reports
• Identifying Methods of Reversing Payroll Confirmation
• Summary

Processing Off-Cycle Payrolls

• Objectives
• Identifying Off-Cycle Payroll Processing
• Reversing a Paycheck
• Describing Reversal/Adjustment Processing
• Recording a Manual Check
• Producing an Online Check
• Describing Retroactive Processing
• Setting Up Retro Processing
• Processing Retro Pay
• Summary

Setting Up and Processing Additional Payroll Functionality

• Objectives
• Setting Up a Holiday Schedule
• Setting Up Advanced Earnings Options
• Setting Up Multiple Jobs Processing
• Setting Up and Processing Mid-period Job Changes
• (USA) Applying a Taxable Gross Definition
• Processing Gross Ups
• Summary

Setting Up and Processing Benefit Deductions in Payroll

• Objectives
• (USA) Setting Up Deductions and Earnings for Benefits Calculations
• (CAN) Setting Up Deductions and Earnings for Benefits Calculations
• Updating a Benefit Program and Enrolling Employees
• Analyzing Benefits-Related Payroll Reports
• Summary

Setting Up and Processing Garnishments

• Objectives
• Identifying Garnishment Setup Steps
• (USA) Describing PeopleSoft-Maintained U.S. Garnishment Tables
• (CAN) Describing PeopleSoft-Maintained Canadian Garnishment Tables
• Setting Up Company-Level Tables for Garnishment Processing
• Assigning an Employee Garnishment Deduction
• Setting Up Employee Garnishment Specification Data
• Reviewing Employee Garnishment History
• Summary

Describing PeopleSoft ePay

• Objectives
• Identifying ePay Transactions and Setup Requirements
• Describing ePay Security Setup
• Describing ePay Workflow Setup
• Describing Setup for the Voluntary Deduction Transaction
• Describing Setup for the View Paycheck Transaction
• (USA) Describing Setup for Paycheck Modeler
• Describing Setup for the Year End Form Transaction
• Using ePay Self-Service Transactions
• Summary

Course Review

• Objectives
• Describing PeopleSoft Payroll for North America Integrations and
• Business Processes
• Setting Up PeopleSoft HRMS Foundation Tables and Payroll Tables
• Setting Up Employee Data
• Creating and Updating Paysheets
• Processing On-cycle and Off-cycle Payrolls
• Setting Up and Processing Benefit Deductions, Garnishments, and Other
• Payroll Functionality
• Describing PeopleSoft ePay