PSF611 :: US Payroll

  • Pricing: Tier II
  • Duration: 5 Days

Summary:

The Payroll for North America ? US course covers how to use the functionality available in Oracle?s PeopleSoft Enterprise Payroll for North America. 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 pay sheets 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 process benefits deductions and garnishments. Learn about the employee self-service options available in PeopleSoft Enterprise ePay.

Audience:

  • Functional Implementers
  • Project Team Members
  • Business Analysts
  • Consultants

Objectives:

  • Describe PeopleSoft Enterprise Payroll for North America integrations and business processes.
  • Set up PeopleSoft Enterprise HCM foundation tables and payroll tables.
  • Set up employee data.
  • Create and update paysheets.
  • Process on-cycle and off-cycle payrolls.
  • Set up and process benefit deductions, garnishments, and other payroll functionality.
  • Describe PeopleSoft Enterprise ePay.

Topics:

  • Business Process Overview
    • Basic PeopleSoft HR Structure
    • Payroll for North America Integration
    • Steps of Payroll Processing
  • Setting Up PeopleSoft HRMS Tables for Payroll Processing
    • Setting Up the Installation Table for Payroll for North America
    • Describing the Role of SetID, Location, and Department in Payroll Processing
    • Describing Company Table Setup
    • Describing Frequency and Compensation Setup
    • Default Compensation Frequencies by Country
  • Setting Up Payroll Tables
    • Setting Up Source Bank Accounts
    • Creating Special Accumulators
    • Setting Up Earnings Codes and Earnings Programs
    • Shift Pay Setup
    • Creating a Pay Group
    • Creating a Rate Code
    • Setting Up Deductions
    • Map Earnings and Deductions to General Ledger Expense Accounts
    • Set Up to Print and View Paychecks with XMLP
    • Set Up Retro Pay Processing
  • Setting Up US Payroll Tax Tables
    • Identifying Tax Table Maintenance Responsibility
    • Describing PeopleSoft-Maintained Tax Tables
    • Setting Up Customer-Maintained Tax Tables
    • View the Federal/State Tax Table
    • Set Up for Tax Reporting
    • Map U.S. Tax Expenses to General Ledger ChartField Values
    • (E&G) Set Up 1042 Processing for Non-resident Aliens
    • Establish Standard Occupational Classifications
    • Specify Parameters for Quarterly Tax Reporting
  • Setting Up Employee Data
    • Identifying Sources of Employee Data
    • Setting Up Employee Human Resources Data
    • Identifying Employee Pay Data
    • Updating US Employee Tax Data
    • Assigning Additional Pay to Employees
    • Assigning General Deductions to Employees
    • Updating Payroll Options for Employees
    • Setting Up Employee Direct Deposit Data
  • Creating and Updating Paysheets
    • Describing Paysheets in Payroll for North America
    • Creating Balance IDs
    • Creating Pay Calendars
    • Setting Up Pay Run IDs
    • Creating Paysheets
    • Viewing and Updating Paysheets and Paylines
    • Loading Paysheets by Rapid Entry Method
    • Payroll Unsheet Process
  • Calculating Payroll
    • Running Preliminary Payroll Calculation
    • Running Final Payroll Calculation
  • Confirming Payroll and Producing Reports
    • Confirming a Payroll
    • Viewing Confirmed Payroll Results Online
    • Produce Paychecks, Direct Deposits, and Reports
    • Methods of Reversing Payroll Confirmation
    • Produce the General Ledger Distribution
  • Processing Off-Cycle Payrolls
    • Identifying Off-Cycle Payroll Processing
    • Reversing a Paycheck
    • Recording a Manual Check
    • Producing an Online Check
    • Describing Continue with Errors Processing
    • Describing Final Paycheck 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
    • Select Proration Rules for Mid-period Pay Rate Changes
    • Apply a Taxable Gross Definition
    • 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
    • Setting Up Employee Garnishment Specification Data
    • Produce an EFT Transmittal for Child Support Garnishments
    • (USF) Process a Child Support EFT Transmittal
  • Describing PeopleSoft Enterprise ePay
    • ePay Security Setup
    • ePay Workflow Setup
    • ePay Transactions