PeopleSoft NA Payroll 8.9

Overview of PS Payroll Integrated payroll system Time reporting, payroll calculations, tax computation, check preparation and tax reporting. PS Payroll consists of 6 steps. Setting up Foundation Table Setting up Employees Paysheet Creation Pay Calculation Pay Confirmation Creating Reports and Files

The basic steps of payroll processing are: create paysheets, pay calculation, pay confirmation, and generate checks and direct deposits. You can employ audit reports and data review pages to verify and correct the results of each step before moving on. You can also review and adjust employee balances.

The diagram shows the applications with which Payroll for North America integrates, both within PeopleSoft Enterprise HRMS and with PeopleSoft Enterprise Financials. In many cases, information flows both ways between Payroll for North America and the applications with which it integrates. In some cases, the information flows in only one direction. PeopleSoft Enterprise Human Resources: • Payroll retrieves an employee's national ID number, address, and job compensation information from Administer Workforce. • Payroll retrieves the benefit plans for which an employee is eligible from the Base Benefits. • Payroll retrieves funding source information for earnings and fringe costs from the Manage Commitment Accounting. • Payroll loads monetary and nonmonetary variable compensation awards from Manage Variable Compensation to paysheets • Total Compensation extracts payroll data for comprehensive reporting. Benefits Administration automates the enrollment process for base benefits. It integrates directly with Payroll for North America by setting up a trigger for retroactive processing when there is a change in an employee's benefits enrollment. PeopleSoft Enterprise ePay: • Payroll transmits employee pay data to PeopleSoft ePay for online access by employees. • Payroll retrieves online employee changes to direct deposit information, voluntary deductions, W-2 reissue requests, and federal W-4 tax information. PeopleSoft Enterprise Time and Labor: • Payroll loads time and labor data, such as payable time, to paysheets for processing. • Payroll sends labor distribution information (time and labor costs) to Time and Labor. PeopleSoft Enterprise Pension Administration: Payroll for North America transmits earnings, hours worked, and pension contributions for pension calculations. PeopleSoft Enterprise Stock Administration: Refund information and tax data is loaded from the PeopleSoft Stock Administration application to paysheets for processing. PeopleSoft Enterprise Sales Incentive Management: Payroll loads approved sales incentive payouts to paysheets for processing. PeopleSoft Enterprise Expenses: Payroll loads approved employee advance and expense reimbursement amounts to paysheets for processing.. PeopleSoft Enterprise Payables: Payroll transmits employee and employer deductions, such as taxes, garnishments, and benefit deductions, for automatic payment to third parties. PeopleSoft Enterprise General Ledger: Payroll transmits the expenses and liabilities that are incurred from a pay run to the PeopleSoft General Ledger application.

Payroll for North America provides dozens of reports to help you monitor payroll processing and comply with regulatory and tax reporting requirements. You can view reports online or print hard copies. You can also tailor the reports to fit the special needs of your organization

The basic steps of payroll processing are: create paysheets, pay calculation, pay confirmation, and generate checks and direct deposits. You can employ audit reports and data review pages to verify and correct the results of each step before moving on. You can also review and adjust employee balances.

PeopleSoft Enterprise Payroll enables many business processes that are both directly and indirectly involved with payroll. Payroll for North America provides the tools to calculate earnings, taxes, and deductions efficiently; maintain balances; and report payroll data. Payroll is integrated with a number of PeopleSoft and third-party solutions. Payroll for North America provides the tools to calculate earnings, taxes, and deductions efficiently; maintain balances; and report payroll data while minimizing the burden on IT managers and payroll staff.

Payroll for North America supports the following high-level payroll processing features: • Set up and maintain core payroll tables. • Set up and maintain employee pay data. • Process the payroll. • Post to general ledger. • Pay taxes. • Pay third parties. • Produce reports.

Setup General Tables Installation Table SETID Table Business Unit Company Table Location Table Department Table Job Code Table

Define Payroll Process Tables Form Table Bank Table Setup Paygroups Earnings Table Deductions

Define Payroll Tax Tables Company State Tax Table Company local Tax Table Tax Location Table Federal/State Tax Table Local Tax Table

Setting Up Employee Data Hire Employees Setup Employee Tax Data Federal/State Tax Table Local Tax Table Any Additional Pay Data General Deductions Direct Deposit

Working With Paysheets Pay Calendar Table Build Pay Calendars Create Pay Run ID’s Balance ID’s Create Paysheets Understanding Paysheets DIRECT DEPOSIT GROSS UP

Performing Pay Calculations Pay Calculation Procedure Review Payroll Error Messages Final Pay Calc Process

Performing Pay Confirmation Pay Confirmation Process Review Paycheck Data View Employee Balances

Payroll Reports Error Reports PS Payroll Reports: Pay Check Print Direct Deposit Positive Pay Process (on-cycle) Tax reports

Off-Cycle Processing Processing Off-Cycle Checks Recording a Manual ChecksReversing a Paycheck / ADJ

Online Check Functionality Processing Online Paycheck Online Check Calculations

Benefits Deductions Phases to use Benefits Plan in Payroll Setup Savings Plan Deduction Setup Life Insurance Deduction Setup Health Plan Deduction

Processing Garnishments Garnishment Process Define Garnishment Deduction Setup Garnishment on Gen Ded Tbl Assign GARN to Employee Setup GARN Spec Data Table Process Garnishments

TroubleShooting Different Payroll Errors Review Answer Book for Payroll Stored Statements

Miscellaneous Items Taxable Gross Component ID FLSA Processing Payroll Unsheet Process Payroll Unconfirm Process Final PayCheck

Miscellaneous Items Time and Labor Paysheet Update (PSHUP) Process Retro Pay W2-Info Tax Updates concepts