PeopleSoft Payroll - US Rel 9.2 Ed 3

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
  • 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 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 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
• 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 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 Paycheck Modeler
• Describing Setup for the Year End Form Transaction
• Using ePay Self-Service Transactions