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HRM Product Line

Human Resource Time & Labor


Workforce Administration Position Management

Competency Management Recruitment

Training Administration Career/Succession Planning

Salary Administration Variable Compensation

International Assignments Health & Safety

Regulatory Requirements Absence Management

Total Comp Reporting Base Benefits

Payroll Payroll Interface

Benefit Administration FSA Administration

Pension Administration Stock Administration


PEOPLESOFT PAYROLL INTEGRATION POINTS
HRMS APPLICATION FINANCIAL APPLICATION

HUMAN RESOURCES/
ADMINISTER WORKFORCE EXPENSE
BENEFIT
PEOPLESOFT
ADMIN
PENSION Moving Expenses
ADMIN BASE Mileage and Per Diem
BENEFITS
RETIREE ADMIN BENEFITS
BILLING
PEOPESOFT
PAYROLL
G/L
FMLA ADMIN
RETROACTIVE PAY
INTERFACE PEOPLESOFT
FSA CLAIMS PAYROLL
ADMIN Expense & Liability
RETROACTIVE Amounts
TOTAL
COBRA ADMIN BENEFITS/
COMP
DEDUCTIONS

Tax Deduction
Non-Tax Deduction

ACCOUNTS
EMPLOYEE
TIME AND VARIABLE PAYABLE
STOCK
ADMIN LABOR COMP
ABSENCE
ESPP
MGMT
6STEPS TO PROCESSING PAYROLL IN PEOPLESOFT HRM

Setting up Tables Setting up Employees

Paysheets

Pay Calculation

Pay Confirmation

Print Reports
Checks
Advices
Step-1 Setting up the Foundation Tables
Set ID Tables

Operator Preferences

Business Unit Tables Company Tables Installation Table


HR Business Unit
Unit Defaults

Establishment
Department Table Location Table
Table

Salary Plan Table


Salary Grade Table
Frequency Table Rate Code Table Salary Step
Salary Component

Pay Group Table Job Code Table


Step-2 Setting up Employee Information

Personal Data

Administer Workforce GBL Page

Employment Data
Job Data

Administer Base Benefits Page Benefit Plans

Tapes

Maintain Payroll Data Page

General Deductions
Earnings
Step-3 Paysheet Creation

On Screen

Personal Data

Job Data

Paysheet Paysheets
Additional Pay
Creation

Holiday Table

On Paper

Other Tables
Step-4 Pay Calculation

Major Advantages of Pay Calculation

It is an iterative process.
You can run this process for all employees or only where needed
Calculation Can be performed in preliminary or final mode.
It generates an employees gross to net pay results.

Paysheets Benefits Payroll Process Tax Tables Maintain Payroll Administer


Tables Data Personnel

Pay
Calculation

Calculated Employees Calculated Deduction Calculated Employee Payroll Reports


Error Report
Earning Amounts Taxes
Step-5 Pay Confirmation

Major Points of Pay Confirmation


The system updates all MTD, QTD and YTD balances for payroll information.
It assigns check and advice numbers
After successful completion, you can run paychecks, direct deposit advices, and other reports.

Pay Calculation Results

Pay Confirmation

Employee Interfaces Paychecks Payroll Reports


Balances

General Ledger Direct Deposit


Step-6 Create Reports and Files
PeopleSoft payroll comes with many standard SQR report.

PeopleSoft reports:

Summarize tax details at the employee and company level.


Report earnings, deductions (both benefit and general), taxes by employee,
pay group, and department.
Report tax data necessary for filing of tax forms at the federal, state and loca
levels.
Report tax deposit information.
Create checks and advices.
Report error conditions present in your database as you complete the various
steps in producing a payroll. The following reports are helpful in preventing
delays in processing payroll due to error conditions.
Report Name Report Number
Presheet Audit PAY034
PreCalc Audit PAY035
Pre-Confirm Paysheet Audit PAY036
Error Listing Report TAX900
Installation Table
Installation Table is one of the first tables you will set up. It
is used to enable many of the basic functions of PeopleSoft
such as products being used, HRMS options, and product
specific options.
Establishing A SetID
In payroll there are two set control values
(tables) for SetIDs, the company table and
the Pay Group Table. The SetID entered on
the company table controls entry into the
Balance ID table. The SetID entered on the
Pay Group Table controls entry into the
Shift Table.
Business Unit
The SetID entered on the Business Unit table
controls entry in to several Human Resource
Tables of the Human Resource tables keyed
by Set ID, only the Department Table, Job
Code Table and the Location Table are used
by payroll processing. When entering a new
Business Unit, the SetID entered on the
Business Unit page tells the system which
Department, Job codes, and Location the
business unit will use.
Company Table
Company table stores information about
each company with in your organization
from the corporate address to general ledger
accounts, and payroll processing
information.
Location Table
Location table is used to establish the
physical locations within an organization,
such as corporate head quarters, branch
offices, and remote sales offices.
Department Table
Department information is different from other
general table information on the system. Rather
than using only as page to enter table data, we use
the tree manager to define departmental hierarchy
and organizational security for our company to to
establish our companys departments such as the
office of the President, sales, manufacturing, or
development. We use department table to link each
department to a location, manager, and general
ledger account number.
Frequency Table
Is used to define all pay frequencies. There
are several PeopleSoft maintained values;
these cant be updated. We can add as many
additional values as needed.
24
Job Code Table
Is used to establish the valid jobs within an
organization. The job codes we set up on this table
may also be used for accounting purposes, such as
job costing, when we want to allocate wages by
specific job types.
The formula used by the system to determine an
employees hourly rate:
(Compensation Rates) * (Compensation Frequency)
Hourly Rate =
(Standard Hours) * (Standard Work Period)
Payroll Process Tables
1. Form Table 2. Bank Table

3. Source
4. Pay Group
Bank
Table
Table
8
7. Earnings
6. Earnings Table Program
5. Special Table
Accumulator
Table
9. Rate Code
Table

10. Shift Table 11

14. General
13. Deduction 15. Company General
Deduction
Table Deduction Table
12. Deduction Table
Subset
Form Table
Identifies the types of forms well use to
print checks and advices.
We must use this table to establish a Form
ID for every check or advice form we plan
to use.
Bank Table
Is used to set up basic information for all
financial institutions involved in the payroll
disbursement process.
Source Bank Table
Identifies the bank, branch and account that a
company (paying entity) uses to pay
employees/payees.
This table is set up to identify company bank data
at the pay group level. This is done by linking the
source bank code to the pay group, which links the
check and advice form ID, deposit medium,
prenote wait days, and alternate account
information to the pay group.
Setting of Pay Groups.
A pay group assembles a set of employees within a company for payroll processing.
All employees in the same pay group must:
Belong to the same company.
Be paid at the same pay frequency.
Use the same check form or direct deposit advice form.
Have the same check date.
Share the same pay period begin and end dates.
Work in the same country.
Get paid by the same bank.
Be assigned the same work schedule for proration.
Be assigned the same minimum net pay
Have the same earnings program and Retro pay Program.
FLSA either applies or does not apply.
All FLSA rules must also be the same. This includes the FLSA period definition.
FLSA calendar and FLSA calculation method (i.e., Fixed Hours, Basic rate or
unspecified hours).
Special Accumulator Table
We may accumulate earnings that we may
want to use later in deduction calculations.
On the earning table well designate the
appropriate earnings types to add to or
subtract from the accumulator balances.
Earnings Table General
Stores the parameters and rules for
calculating earnings.
Well define how each type of earnings-
regular, overtime, sick, and so forth is
taxed, calculated, adjusted, as well as how it
may affect other balances such as leave
accruals.
Earning Program Table
Is a set of earnings code that are valid for
one for one or more pay groups.
A single company can have any number of
Earnings program.
An individual employee may belong to only
one program; and the earnings codes
constituting that program are the only valid
earnings codes for that employees.
Shift Table
Is required table for PeopleSoft payroll.
Comes into play when an hourly earnings code is defined as
Eligible for shift differential on the Taxes page of the Earnings
Table.
The system first checks the employees job record and pay line
to see if you have assigned them to a shift. It then checks the
shift table to determine how you have defined that shifts and
any associated shift differentials that affect earnings.
There must be an entry on the shift table for the set Id set up
on the pay group. Set up an entry on this table, even if it is not
Applicable.
If an entry is not made well receive an error message when
calculating pay that the shift value was not found.
Compensation Rate Code Table
Are designed to work on most pay sheets
and processes.
All employees must have at least one rate
code assigned to them on the employees
compensation page of the Job Table.
Deduction Subset
Is a group of deductions that we select from
the standard set of deductions you define
for a company.
Deduction Table
Define the deduction code and the tax effect
of deduction types, as well as specifying
how the system should handle arrears and
other special deduction considerations
during payroll processing.
Deductions consists of all payroll
deductions and employer contributions to
benefit plans-not including Taxes.
General Deduction Table
General deduction is any deduction that
isnt a benefit deduction.
Charitable deductions, union dues, parking,
garnishment, bonds and so forth all fit into
this category.
For general deductions, we dont have to
specify a plan type, because it is always 00.
Company General Deduction
Table
All general deductions that are eligible in a
company must be put in the company
general deduction table.
If they are not entered on this table, the
deduction will not be available to any
employee.
Company State Tax Table
Entry must be set up for each state where
company collects or pays taxes.
The table includes employer Ids for tax
reporting, general ledger account numbers
for taxes, and company-specific state
unemployment and/or disability rates.
Company Local Tax Table
Must set up an entry in this table for each
locality where organization collects or pays
withholding taxes.
Tax Location table
System calculates federal, state, and local
payroll taxes according to the information
establish on this table.
Establish each tax location with a Tax
Location ID and identify the work states
and localities associated with each tax
location.
UI Report Code Table
When organization must report multiple
work sites, we use this table to establish
codes in PS Payroll for each of these sites.
Tax Collector Table
For Pennsylvania, we will set up a Tax
collector code to facilitate remittance of
local tax payment.
U.S. SOC Table
Is used mainly for Alaska unemployment
reporting purposes, but may also be used in
conjunction with yearly reporting of wages
by occupational code for insurance rate
premium calculation in Risk departments
using payroll wage data.
Federal/State Tax Table - General
Is used for establishing the manner in which
certain Federal/State tax calculations are
performed, and what parameters define
these tax calculations.
This table contains the information of
standard deductions, allowance amounts,
and supplemental rates.
Local Tax Table
Local Tax table information is used when
the system calculates local withholding tax.
Each locality is assigned a code.
State Tax Reciprocity Table
Displays the rules used during payroll
calculation to determine withholding
liability when an employee lives in one
state and works in another. The system
references the laws of both states when
deciding which rule to apply.
Local Tax Reciprocity Table
Is used when an employee is taxed by more
than one local jurisdiction. It also identifies
reciprocal agreements between an
employees state of residence and locality of
employment.
Local Work work Reciprocity
Defines any reciprocity agreements
between two co-contiguous taxing
jurisdictions.
Taxable Gross Definitions
Defines the taxability for specific earnings
and deduction codes that must be treated in
a different way at the state or local level
than they are treated at the federal tax level.
This is necessary because taxing
jurisdictions may have different rules as to
whether a given type of earnings or
deductions should be taxed.
SWT Marital Status Table
Is referenced during data entry to edit and
validate each states marital status codes.
Balance Id Table
Enables us to maintain balances, not only
by calendar year, but also by fiscal year or
any other period we define.
We specify the start and end dates for each
type of balance year you set up, as well as
the quarters, periods, and date ranges for
each year.
Balance IDs are set up by SetID.
Pay Calendar Table
Is used to create cycles for Payroll processing by
pay group.
Each entry on the pay Calendar table corresponds to
a specific pay period defined by its begin and end
dates for a pay group.
Two types of Processing are associated with a pay
calendar:
1. On-Cycle Processing: is the normal, scheduled
payroll processing for a pay group and pay period.
2. Off-Cycle Processing: is any other payroll activity
that deviates from the norm.
Pay Run Table
Used to establish valid Pay Run IDs thats used
to group pay calendar entries from different pay
groups together for processing.
A Pay Run ID identifies a single pay calendar to
process.
A pay run ID is how we will tell the system for
which calendar entry to create pay sheets.
A pay run ID must be unique throughout payroll
history.
Pay Sheet Creation
To create pay sheets, we must first tell the system
for which group of employees we want to create
Paysheets by specifying a Pay Run ID on the
Paysheet Creation page.
Paysheets are arranged by pages and lines. A
paysheet contains many lines. Each employee is
on a separate line, which contains standard pay
information such as regular pay, number of regular
hours and job data.
Pay Calculation Run Control
During pay calculation, the system determines earnings,
deductions, taxes, and net pay for all employees with
pay earnings within a payline marked OK to pay.
The system processes one company at a time and within
each company every pay group assigned to that Pay Run
ID.
System updates the physical database with the results of
the calculations.
After pay calculation, users can view the results of
paycheck earnings, deductions and taxes using the
paycheck pages.
Review Paychecks
Review Payroll Error Messages
Pay Confirmation Run Control
When we run pay confirmation program, the
system processes one company at a time, and
within each company, every pay group assigned to
that Pay Run Id as it processes each pay group, the
system indicates how many checks are being
calculated and how many have already been
calculated.
We cant update paysheet information once pay
confirmation has been completed.
Thank You