PeopleSoft: Global Payroll Core Absence Rel 9

Course Overview

This three-day course covers the absence management tools found in the core Global Payroll product. Utilizing the core global absence functionality, users can track the time payees are out sick, on vacation, or absent for any other reason. Employees and managers can use web-based browser pages, referred to as self-service pages, to enter online requests for absences, view current and future absence balances, and process absences.

During the class, participants will be shown the tools needed to define valid absence reasons, accrual policies, approvals and delegation of authority over absence transactions, and the exact conditions that must be met before an absence can be paid. Using this information, participants will generate payrolls using the Global Payroll core absence functionality.

• Manage employee absence
• Process absences
• Define self-service absence transactions
• Define absence entitlement and take elements

Audience

• Business Analysts
• Functional Implementer
• Project Manager

Skills Gained

• Define absence entitlement and take elements
• Establish the processing hierarchy for absences
• Process absences
• Generate positive input
• Implement segmentation with absences
• Adjust frequency-based absences
• Define per-absence entitlements and takes
• Map and redirect absences
• Work with schedules
• Implement absence take features
• Define absence forecasting and balance inquiry processes
• Define self-service absence transactions
• Work with approvals and delegation in Absence Management

Prerequisites

• Solid understanding of Global Payroll core engine setup
• Able to process a payroll using Global Payroll
• Global Payroll I Rel 9

Course Outline

Global Payroll Business Process Overview

• Global Payroll integration
• Global Payroll functionality and country extensions
• Global Payroll frameworks
• Processing steps for payroll

Global Payroll Core Absence Business Process Overview

• Global Payroll core absence
• Absence terminology
• Global Payroll core absence features
• Core absence setup tasks
• Batch processing and absences

Working with Schedules in Global Payroll

• Describing the use of work schedules
• Explaining schedule groups
• Creating work schedules
• Loading and viewing schedule calendars
• Validating schedule changes
• Defining holiday schedules
• Assigning and overriding schedules

Defining Absence Entitlements

• Describing the use of entitlements
• Defining entitlement types
• Analyzing absence entitlement components
• Defining entitlement accumulators

Defining Absence Takes

• Describing the use of absence takes
• Defining absence take types and reasons
• Analyzing absence take component
• Describing absence setup guidelines
• Describing formulas

Establishing the Processing Hierarchy for Absences

• Preparing absence elements for use
• Summarizing the organizational framework
• Summarize the processing framework
• Summarize the calendar framework

Processing Absences

• Defining absence events
• Running the absence process
• Explaining daily data

Defining Absence Forecasting and Balance Inquiry Processes

• Defining absence forecasting and balance inquiry setup
• Forecasting an absence event
• Viewing absence balances

Implementing Absence Take Features

• Defining absence take options
• Defining absence take period rules
• Defining negative balances
• Defining absence priority

Generating Positive Input

• Identifying sources of positive input
• Summarizing positive input
• Identifying instances and bundling rules for absence takes
• Creating earnings and deductions to support absence event entries

Implementing Segmentation with Absences

• Describing absence segmentation
• Defining segmentation
• Managing segmentation triggers
• Defining proration

Adjusting Frequency-Based Absences

• Describing adjusting frequency based absences
• Defining absence adjustment and override options

Defining Per-Absence Based Entitlements and Takes

• Defining per-absence entitlements
• Defining per-absence takes
• Linking related absences to share original beginning dates
• Adjusting per-absence entitlements

Mapping and Redirecting Absences

• Defining mapping absence events
• Defining the Take with Other Absence option

Defining Self-Service Absence Transactions

• Describing setup steps for self-service absence tasks
• Explaining self-service absence tasks for employees
• Explaining self-service absence tasks for managers

Working with Approvals and Delegation

• Describing the approval process
• Explaining the absence request approval process flow
• Setting up approval process definitions
• Enabling approval processing for absence takes
• Describing delegation
• Reviewing delivered Absence Management delegation setup
• Describing self-service delegation
• Describing administrator actions for approvals and delegation

Follow On Courses

• Global Payroll II Rel 9

PeopleSoft: Global Payroll Core Absence Rel 9 / D46221GC20