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.

• 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