PeopleSoft: Global Payroll I Rel 9

Course Overview

This course provides the basic information users need to set up and configure Global Payroll elements, including earnings, deductions, formulas, and brackets it provides a combination of instruction and practice in setting up processing and organizational structures, defining payee data, running payrolls, and verifying results it concludes with lessons on running the banking process, reconciling payments, and setting up the general ledger interface.

Because this course provides practice in creating a payroll system from the ground up, beginning with the most basic calculation rules and continuing with setup steps such as the definition of accumulators, segmentation triggers, and proration rules, it provides a solid foundation for both implementers and functional analysts who are responsible for developing Global Payroll rules. Learn to:

• Define Calculation Rules
• Process Payrolls
• Set Up the Processing Structure
• Verify and Control Results
• Set Up the Organizational Structure
• Perform Post Processing Steps

Audience

• Business Analysts
• Functional Implementer
• Technical Consultant

Skills Gained

• Set Up Pay Period Calendars
• Define Common Characteristics of Global Payroll Elements
• Control Results
• Define Earnings, Deductions, and Accumulators
• Define Payee Level Overrides
• Define the Organizational and Processing Structure
• Process Iterative, Segmentation, and Retro Triggers
• Create Banking Information
• Establish Payee Data
• Process Off-Cycle Payrolls
• Run the Payroll Process
• Reconcile Payments
• View Payroll Results
• Set Up the General Ledger Interface
• Describe and Use Supporting Elements

Prerequisites

• Human Resources Rel 9

Course Outline

Defining Common Characteristics of Elements

• Explaining Elements
• Explaining How Elements and Used
• Explaining How Elements are Categorized
• Describing the Element Name Page

Defining Major Elements - Earnings and Deductions

• Identifying the Common Attributes of Earnings and Deductions
• Defining an Earning
• Defining a Deduction
• Explaining Batch Processing of Earnings and Deductions
• Defining Rate Codes

Defining Accumulators

• Explaining Accumulators
• Setting Up Accumulators

Defining the Organizational Structure

• Describing the Organizational Structure
• Defining Element Groups
• Defining Eligibility Groups
• Defining Pay Entities
• Defining Pay Groups

Defining the Processing Structure

• Describing the Processing Structure
• Defining Sections
• Defining Process Lists

Setting Up Calendars

• Describing Calendar Concepts
• Defining Run Types
• Defining Periods
• Defining Calendars
• Defining Calendar Groups

Establishing Payee Data

• Explaining the Human Resources and Global Payroll Integration
• Viewing Payee Data in Global Payroll

Running the Payroll Process

• Explaining the Payroll/Absence Run Control Page
• Explaining Processing Phases and Options
• Reviewing the Processing Steps
• Reviewing Processing Results

Viewing Payroll Results

• Reviewing the Output Result Tables
• Viewing the Output Result Tables

Describing Supporting Elements

• Reviewing Supporting Elements
• Describing System Elements
• Creating Variables
• Describing Dates
• Explaining Durations

Controlling Results

• Defining Rounding Rules
• Describing Frequency Conversion
• Explaining Generation Control
• Managing Currency Support in Global Payroll

Using Additional Supporting Elements

• Defining a Formula
• Explaining Operators
• Explaining Elements Used to Look Up Values
• Explaining Brackets
• Summarizing Bracket Examples

Processing Payee Level Overrides

• Reviewing Payee Level Overrides
• Assigning Earnings and Deductions to Payees
• Entering Positive Input

Creating Supporting Element Overrides

• Explaining Supporting Element Overrides
• Explaining Supporting Element Override Levels
• Explaining the Supporting Element Override Hierarchy

Managing Iterative Processing

• Summarizing Types of Triggers
• Defining Iterative Triggers
• Setting Up Triggers
• Viewing Iterative Triggers
• Setting Up Mass Triggers

Creating Segmentation

• Explaining Types of Segmentation
• Defining Segmentation Terminology
• Setting Up Segmentation
• Processing Segmentation
• Explaining Proration

Creating Banking Information

• Reviewing Banking
• Explaining Banking Set Up Requirements
• Defining Banks
• Setting Up Electronic Transfer Formats
• Explaining Source Bank Accounts
• Assigning Banking Information
• Explaining Recipient Processing
• Defining Deposit Schedules

Completing the Payroll Process

• Running the Finalize Process
• Running the Banking Process
• Viewing Banking Results

Processing Retroactive Pay

• Explaining Retroactivity
• Setting Up Retroactivity
• Explaining Version and Revision Numbers
• Defining the Retroactive Process
• Specifying Backward and Forward Limits
• Explaining Areas Affected by Retro
• Summarizing Retroactive Methods

Processing Off-Cycle Payrolls

• Explaining Off-Cycle Payrolls
• Describing Types of Off-Cycle Transactions
• Configuring Off-Cycle Requests
• Entering Manual Payments
• Creating Corrections
• Creating Additional Payments
• Entering Advances
• Processing Off-Cycle Payrolls

Using ePay

• Reviewing ePay Transactions
• Defining Personal Bank Information
• Defining Distribution Details
• Viewing Payslips

Reconciling Payments

• Explaining the Reconciliation Process
• Managing Bank File Information
• Entering Bank File Information
• Running the Reconciliation Process
• Viewing Exceptions
• Reconciling Transactions Manually

Follow On Courses

• Global Payroll Core Absence Rel 9
• Global Payroll II Rel 9

PeopleSoft: Global Payroll I Rel 9 / D46223GC10