PAYROLL 8.

9 TRAINING GUIDE
PAYSHEETS/PAYLINES
Payroll Paysheets/Paylines Paysheets / Paylines 8.9 Training Guide

TABLE OF CONTENTS
1. INTRODUCTION...............................................................................................................................1
1.1. PAYSHEETS/PAYLINES:................................................................................................................. 1
1.2. FUNCTION: PAYROLL .................................................................................................................... 1
1.3. OBJECTIVE(S)...............................................................................................................................1
2. ENTRANCE CRITERIA .................................................................................................................... 1
2.1. PREREQUISITE(S)/PRECEDING PROCESS(ES) ................................................................................ 1
2.2. INPUT DATA.................................................................................................................................. 2
3. PROCEDURAL STEPS .................................................................................................................... 3
3.1. CREATING PAYSHEETS ................................................................................................................. 3
3.2. PAYROLL ERROR MESSAGES ........................................................................................................ 4
3.3. MODIFY PAYSHEETS/PAYLINES ..................................................................................................... 5
3.4. ADDITIONAL DATA OPTIONS ........................................................................................................ 10
3.5. RECORD ONE-TIME DEDUCTIONS, GARNISHMENTS, AND TAXES................................................... 11
3.6. PAYSHEET BALANCES ................................................................................................................. 17
3.7. USING PAYSHEETS EFFECTIVELY ................................................................................................ 18
3.8. CLOSING/COMMENTS ................................................................................................................. 18
Payroll Paysheets/Paylines Paysheets / Paylines 8.9 Training Guide

1. INTRODUCTION
<Training Content is created by the functional teams as they develop the process and the system. Insert any
overall introduction here although for training content the brief statement of Process, Application and
Objective that follow are usually sufficient unless this document is to serve as the final training material.>

1.1. Paysheets/Paylines:
Paysheets/Paylines contain the data required to calculate employee pay for each pay period. PeopleSoft Payroll for
North America uses an online version of the traditional pencil-and-paper paysheets and paylines used by a payroll
department.
The information entered into the payroll tables appears in the paysheets during the Paysheet Creation process. Use
the paysheets/paylines to enter time and any additional payroll-related information for the current pay period (such
as earnings, frequency, one-time deductions, one-time garnishments, one-time taxes, accounting data, and tax
periods) before the Pay Calculation process is run.
Paysheets vs. Paylines:
Paysheet pages bring together information from many different sources in the system. The default information
appears as a Payline for each employee when the page is accessed. A Paysheet contains many Paylines (as defined
on the Company Table). Each employee appears on a separate Payline that contains standard pay information, such
as the amount of regular pay, number of regular hours, and job data. When Paysheets are viewed online only one
Payline per page is visible at a time.

1.2. Function: Payroll

1.3. Objective(s)
By the end of this chapter the user will be able to:
Understand Paysheets/Paylines
Create Paysheets
Check Payroll Error Messages
Modify Paysheets/Paylines
Understand Additional Pay Data options
Record one-time deductions, garnishments, and taxes
Review paysheet balances
Use paysheets effectively
Use paysheet reports

2. ENTRANCE CRITERIA
2.1. Prerequisite(s)/Preceding Process(es)
<The training team should identify prerequisites to training (e.g. Basic Navigation of Peoplesoft, Security access to
systems, etc.) >

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 Payroll Paysheets/Paylines Paysheets / Paylines 8.9 Training Guide

2.2. Input Data

< The Training team should document the input form or source (e.g., sample documents, Client data, Training team
data) prior to conducting the training exercises. >

No. Input Form or Source Field Value / Comments

1
2

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 Payroll Paysheets/Paylines Paysheets / Paylines 8.9 Training Guide

3. PROCEDURAL STEPS
3.1. Creating Paysheets
During the Paysheet Creation process the system creates Paysheets containing one Payline for
each employee to be paid. During this process the system scans all employees and selects the
employees scheduled to be paid for the specified pay period. It recognizes them because their
pay groups are assigned to a pay calendar entry that is associated with the Pay Run ID.

Navigation 3.1.1. Before creating Paysheets run the Presheet Audit Report (PAY034). This
> Payroll for North optional SQR verifies the integrity of the payroll and benefits setup, as well as
America employee data.
> Payroll Processing
USA See Appendix A: PeopleSoft Payroll for North America Reports," PAY034 Presheet Audit
> Create and Load
Paysheets
> Create Paysheets 3.1.2. Access the Paysheet Creation page by following the navigation path and
entering a valid Control ID.

Field R/O/C Description Values Comments

/Button
Name
Pay Run ID R Enter an appropriate Pay
Run ID.

Table Legend explanation of R/O/C abbreviations:

Table Legend

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 Payroll Paysheets/Paylines Paysheets / Paylines 8.9 Training Guide

R (Required) The field listed is a required field. Data must be entered for the
transaction to be completed. Required fields are designated by an
asterisk preceding the field name.
O (Optional) The field listed is an optional field. Data may be entered but it is not
required to complete a transaction. When a business variation
warrants data in this field, it should be entered.
C (Combined) The field listed is required only if other related fields have not been
populated. The requirement is combined across two or more fields; it
is required that one of the fields listed be populated.
D (Display) The field listed is a display only field. Data cannot be entered into
this field.
E (Empty) The field listed should be left blank in most cases.

3.1.2.1. Click the RUN button.

3.2. Payroll Error Messages

Check for any Payroll Error Messages that may have been generated during the Paysheet
Create Process.

3.2.1. Access the Payroll Error Messages page by the following navigation path.
Navigation
> Payroll for North
America
>Payroll Processing
USA
> Review Processing
Messages
> Review Payroll Error
Messages