1. PeopleSoft NA Payroll 8.9

2. 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

3. 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.

4. 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.

5. 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

6. 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.

7. 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.

8. 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.

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

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

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

12. 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

13. 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

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

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

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

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

18. Online Check Functionality
Processing Online Paycheck
Online Check Calculations

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

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

21. TroubleShooting Different Payroll Errors
Review Answer Book for Payroll
Stored Statements

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

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