PeopleSoft Payroll – US Rel 9.1

Description

Learn how to set up earnings codes, deduction codes, pay groups, a holiday schedule, and tax locations. Set up and maintain employee tax data, additional pay, general deductions, and direct deposits. Set up balance IDs, pay calendars, and pay run IDs, and create and update paysheets automatically, manually, or by rapid entry method. Calculate payroll, review calculation results, identify and correct errors, and confirm payroll. Produce paychecks and generate other payroll reports. In addition to typical on-cycle payroll processing, Payroll for North America provides functionality for a variety of off-cycle payroll events and other payroll requirements. Find out how to reverse a paycheck, record a manual check, produce online checks and final checks, and create a gross up check. Set up and process mid-period job changes and multiple jobs. Set up and processes benefit deductions and garnishments. Learn about the employee self-service options available in PeopleSoft Enterprise ePay. Learn To:Set up Payroll foundation tablesSet Up customer-maintained tax tablesCreate paysheetsProcess on-cycle and off-cycle payrollsMaintain employee level payroll dataProcess benefit deductions

Who Can Benefit

• Functional Implementer

Pre-requisites

• Knowledge of Human Resources foundation tables
• Knowledge of Benefits foundation tables
• Knowledge of employee level data for HR and Benefits
• Ability to run reports

Skills Gained

• Set up PeopleSoft Enterprise HRMS foundation tables and payroll tables
• Set up employee pay data
• Create and update paysheets
• Calculate and confirm payroll
• Generate paychecks, payroll reports and general ledger distribution
• Process off-cycle payroll events
• Set up and process benefit deductions, garnishments, and other payroll events

Topics

• Setting Up PeopleSoft HRMS Tables for Payroll Processing
  • Identifying HRMS Tables That Impact Payroll Processing
  • Describing Installation Table Setup for PeopleSoft Enterprise Payroll for North America
  • Describing the Role of SetID, Location, and Department in Payroll Processing
  • Describing Company Table Setup
  • Describing Frequency and Compensation Setup
• Setting Up Payroll Tables
  • 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 U.S. Payroll Tax Tables
  • Identifying Tax Table Maintenance Responsibility
  • Describing PeopleSoft-Maintained Tax Tables
  • Setting Up Customer-Maintained Tax Tables
• Setting Up Employee Data
  • Identifying Sources of Employee Data
  • Setting Up an Employee Instance
  • Entering and Viewing Employee Job Data
  • Identifying Employee Pay Data
  • Updating Employee Tax Data
  • Assigning Additional Pay to Employees
  • Assigning General Deductions to Employees
  • Updating Payroll Options for Employees
• Creating and Updating Paysheets
  • 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
  • Describing the Payroll Unsheet Process
• Calculating Payroll
  • Describing Payroll Calculation
  • Running Preliminary Payroll Calculation
  • Running Final Payroll Calculation
• Confirming Payroll and Producing Checks and Reports
  • 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
• Processing Off-Cycle Payrolls
  • Identifying Off-Cycle Payroll Processing
  • Reversing a Paycheck
  • Describing Reversal/Adjustment Processing
  • Recording a Manual Check
  • Producing an Online Check
  • Describing Continue with Errors Processing
  • Describing Final Check Processing
  • Describing Retroactive Processing
• Setting Up and Processing Additional Payroll Functionality
  • Setting Up a Holiday Schedule
  • Setting Up Advanced Earnings Options
  • Setting Up Multiple Jobs Processing
  • Setting Up and Processing Mid-period Job Changes
  • Processing Gross Ups
• Setting Up and Processing Benefit Deductions in Payroll
  • Setting Up Deductions and Earnings for Benefits Calculations
  • Updating a Benefit Program and Enrolling Employees
  • Analyzing Benefits-Related Payroll Reports
• Setting Up and Processing Garnishments
  • Identifying Garnishment Setup Steps
  • Describing PeopleSoft-Maintained 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
• Describing PeopleSoft Enterprise ePay
  • 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
  • Describing Setup for the Year End Form Transaction
  • Using ePay Self-Service Transactions