payroll for north america - southern new england … - quest...9.0 epay pdf payslip w-2,w-2c, t4,...

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ture

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>Payroll for North

America

PeopleSoft Human Capital Management

Melo

dy C

urt

is

HC

M S

olu

tion C

onsultant

© 2007 Oracle Corporation –Proprietary and Confidential

Agenda

•Navigation –Past, Current & Future

•Evolution of Payroll for North America

•Rapid Data Entry paysheets

•FLSA Alternative Overtime

•Rule based garnishments

•‘Locked for Confirm’processing for off-cycle payrolls

•Accounts Payable integration

•ePay PDF paychecks and year end process

© 2007 Oracle Corporation –Proprietary and Confidential

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Navig

ation

© 2007 Oracle Corporation –Proprietary and Confidential

8.3

Menu-B

ased S

tructu

re N

avig

ation

(PT 8

.22)

© 2007 Oracle Corporation –Proprietary and Confidential

8.9

Menu a

nd F

unctional N

avig

ation P

age

(PT 8

.45)

© 2007 Oracle Corporation –Proprietary and Confidential

Curr

ent Look a

nd F

eel

in 8

.9 (PT 8

.49)

© 2007 Oracle Corporation –Proprietary and Confidential

New

Look a

nd F

eel w

ith

People

Tools

8.5

0

© 2007 Oracle Corporation –Proprietary and Confidential

Navig

ation M

enu O

nly

Appears

When P

ulled D

ow

n

Inclu

des S

earc

h

© 2007 Oracle Corporation –Proprietary and Confidential

Tagged O

bje

cts

Show

Actionable

Info

rmation

© 2007 Oracle Corporation –Proprietary and Confidential

Type A

head S

earc

hin

g

© 2007 Oracle Corporation –Proprietary and Confidential

Modal Searc

h W

indow

s

New

Grid w

ith S

cro

llin

g,

Locked C

olu

mns,

Dra

g-&

-Dro

p…

© 2007 Oracle Corporation –Proprietary and Confidential

Evolu

tion o

f Payro

ll for N

ort

h A

merica

9.1

Retr

o P

ay

Enhancem

ents

Paysheet Load

Enhancem

ents

Expanded

Bala

nces

Pro

ject

Chart

Fie

ld

Inte

gra

tion

9.0

ePay P

DF

Payslip

W-2

,W-2

c, T4,

T4A

, R

L-1

, R

L-2

US G

arn

ishm

ent

Pro

cessin

g

T&

L Inte

gra

tion

impro

vem

ents

8.9

Pers

on M

odel

Altern

ative O

vert

ime

Deduction S

pecia

l

Accum

ula

tors

Rule

s B

ased

Garn

ishm

ents

Sta

ndard

Chart

Fie

ld

Configura

tion

8.8

Rapid

Entr

y

Tim

esheet

Bank T

ransit

Num

ber

Validation

© 2007 Oracle Corporation –Proprietary and Confidential

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Rapid

Data

Entr

y P

aysheets

© 2007 Oracle Corporation –Proprietary and Confidential

Benefits

of R

apid

Entr

y P

aysheets

•Basic data entry tool with minimal input

•Templates accommodate various types of

transactions such as time entry, earnings and

deductions

•Data can be validated on-line

•Integrated with the Load to Paysheet process

© 2007 Oracle Corporation –Proprietary and Confidential

Cre

ate

the T

em

pla

te

© 2007 Oracle Corporation –Proprietary and Confidential

Input D

ata

for Each E

mplo

yee

© 2007 Oracle Corporation –Proprietary and Confidential

Load/R

eset Paysheet Tra

nsactions

•Load Paysheetruns two processes

•Rapid Entry paysheet transactions

•Other Transactions into transaction record

•Reload option

•“Reset Load”marks transactions as “not selected”

•Run Payunsheet for non Rapid Paysheets entries

© 2007 Oracle Corporation –Proprietary and Confidential

Load P

aysheet Tra

nsactions

© 2007 Oracle Corporation –Proprietary and Confidential

PU

_SO

UR

CE identifies s

ourc

e p

roduct

Other Source -3rd party data

OT

Absence Management

AM

Rapid Paysheets

RP

What -If (used in associate with Stock Options)

WI

Variable Compensation

VC

Stock Admin Interface -Options and ESPP

ST

Stock Admin Interface -ESPP refunds

SP

Sales Incentive Management Interface

IM

Expense Interface

EX

eRecruit Interface (Talent Management)

ER

Pro

duct

PU

_SO

UR

CE

Code

© 2007 Oracle Corporation –Proprietary and Confidential

Support

ed T

ransactions for

‘OT’(o

ther)

•C -Canadian one-time deduction

•D -one-time benefit or general deductions; excludes

garnishments

•E -earnings

•T -U.S. tax one-time deduction

•G -total gross

•N -net pay

© 2007 Oracle Corporation –Proprietary and Confidential

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FLSA

Altern

ative O

vert

ime

© 2007 Oracle Corporation –Proprietary and Confidential

FLSA

Altern

ative O

vert

ime

•New FLSA status is non-exempt/ Alt Overtime

•Always paid at the higher of Alternate OT/Contractual rate

•No change to current Earnings Table setup options

•Uses the multiplication factor defined on the Overtime

Earning

•No change to FLSA Pay Period Calendar

© 2007 Oracle Corporation –Proprietary and Confidential

FLSA

Altern

ative O

vert

ime

© 2007 Oracle Corporation –Proprietary and Confidential

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Rule

Based G

arn

ishm

ents

© 2007 Oracle Corporation –Proprietary and Confidential

What G

arn

ishm

ents

do w

e S

upport

?

Canadian

Territories

Federal

States

•Tax Levy

•Writs of

Garnishment

•Student

Loans

Repayment

•Chapter 13

Bankruptcy

•Social Security

(AWG) (new)

•Child/Spousal

Support (new)

•Child,

Dependent and

Spousal Support

830 R

ule

s

© 2007 Oracle Corporation –Proprietary and Confidential

Benefits

of R

ule

Based G

arn

ishm

ents

•Flexible garnishment calculation formulas

•Streamlined method of adding deductions to

disposable earnings definitions

•Ability to produce individual vouchers

•Improved usability of Garnishment Specifications

Data pages

•Provide payroll administrator inquiry page to view

garnishment history

© 2007 Oracle Corporation –Proprietary and Confidential

What’s n

ew

for G

arn

ishm

ent In

quiry

Providing payroll administrator inquiry page to view

garnishment history

© 2007 Oracle Corporation –Proprietary and Confidential

Garn

ishm

ent Spec 1

New

Sta

tus c

odes

© 2007 Oracle Corporation –Proprietary and Confidential

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‘Locked for C

onfirm

’ pro

cessin

g for O

ff-C

ycle

Payro

lls

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ture

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© 2007 Oracle Corporation –Proprietary and Confidential

Benefits

of ‘L

ocked for C

onfirm

’

Pro

cessin

g

•Users have access to the database 24 x 7

•Payrolls can be confirmed while changes continue to

be entered to employee pay data

•New employee data changes are not included in the

pay calculation or prevent payrolls from confirming

•‘Preliminary Calculation Run’checkbox is DESELECTED

© 2007 Oracle Corporation –Proprietary and Confidential

Pre

lim

inary

Calc

ula

tion R

un F

lag

© 2007 Oracle Corporation –Proprietary and Confidential

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Accounts

Payable

Inte

gra

tion

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© 2007 Oracle Corporation –Proprietary and Confidential

Benefits

of A

ccounts

Payable

Inte

gra

tion

•Taxes, benefits, garnishments and voluntary

deductions withheld from employee paychecks are

sent to AP via Integration Broker

•Payments issued in the form of check or electronic

fund transfers

•Used with Payables and third party software

•General ledger entries are automatically generated

© 2007 Oracle Corporation –Proprietary and Confidential

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ePay P

DF P

aychecks a

nd Y

ear End P

rocess

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© 2007 Oracle Corporation –Proprietary and Confidential

ePay &

Payro

ll for N

ort

h A

merica

Year End P

rocess

•Payroll for North America supports

•U

S a

nd C

anadia

n A

nnual Pro

cessin

g

•ePay provides

•Tw

o functions to s

upport

US A

nnual Pro

cessin

g

•Subm

it W

-4 T

ax Info

rmation

•R

equest W

-2 repla

cem

ent

© 2007 Oracle Corporation –Proprietary and Confidential

ePay &

Payro

ll for N

ort

h A

merica

Year End P

rocess

•Support

for:

•Pre

printe

d Y

ear End F

orm

s for W

-2, W

-2A

S, W

-2G

U, W

-

2VI, W

-2PR

, W

-2C

, W

-2C

PR

, T4, T4A

, R

L-1

, R

L-2

•Sta

ndard

Form

types for Im

pact Printe

rs, Pre

ssure

Seal

Laser Form

, Laser Form

s (2s, 4s)

•Tax F

orm

Pri

nt Para

mete

rs T

able

•C

ontr

ols

and a

dju

sts

printing o

f each form

•O

utp

ut file

s (.lis

) genera

ted u

sin

g S

QR

•Positio

n o

f data

dete

rmin

ed b

y P

rint Para

mete

rs

© 2007 Oracle Corporation –Proprietary and Confidential

Setu

p Y

ear End F

orm

Text

© 2007 Oracle Corporation –Proprietary and Confidential

Setu

p Y

ear End F

orm

Text

© 2007 Oracle Corporation –Proprietary and Confidential

Subm

it C

onsent

The text shown here is maintained in

the Year End Form Text page

© 2007 Oracle Corporation –Proprietary and Confidential

Enable

PD

F S

elf S

erv

ice

© 2007 Oracle Corporation –Proprietary and Confidential

Vie

w a

nd P

rint W

-2/W

-2c F

orm

s

© 2007 Oracle Corporation –Proprietary and Confidential

Payro

ll A

dm

inis

trato

r Vie

w

© 2007 Oracle Corporation –Proprietary and Confidential

Year End P

rocessin

g Instr

uctions

Tax U

pdate

08-E

will

be a

vailable

Octo

ber

27, 2008

© 2007 Oracle Corporation –Proprietary and Confidential

What’s n

ew

for Paychecks

•Customers have requested the following for Self-

Service Paycheck:

•Create PDF output file for check and advice form printing

•Pay advices are generated for self-service viewing and

printing

•Define availability date to view in self-service

•Print to a Single Page

•Year-To-Date amounts on all paychecks

© 2007 Oracle Corporation –Proprietary and Confidential

Setu

p P

aycheck O

ptions

© 2007 Oracle Corporation –Proprietary and Confidential

Em

plo

yee a

nd P

ayro

ll A

dm

inis

trato

r

Paycheck V

iew

© 2007 Oracle Corporation –Proprietary and Confidential

Vie

w a

nd P

rint Paychecks

© 2007 Oracle Corporation –Proprietary and Confidential

People

Soft E

nte

rpri

se H

CM

D

ocum

enta

tion a

nd C

urr

iculu

m

For

more

info

rmation a

bout …

Instructor-Led Training ⃘UPK ⃘Self-Study CDs ⃘WebClasses

PeopleBooks ⃘Release Notes ⃘Cumulative Feature Overviews

Installation and Upgrade Guides ⃘And more …

Visit one of our PeopleSoft HCM demo pods in the conference

center and ask for a H

CM

Info

rmation S

olu

tionsdata sheet.

You may also access the data sheet at

http://www.oracle.com/applications/peoplesoft-enterprise.html

People

Soft E

nte

rprise Info

rmation D

evelo

pm

ent

Creating quality information solutions to help our customers succeed!

Conta

ct us a

t psoft-info

dev_us@

ora

cle

.com

© 2007 Oracle Corporation –Proprietary and Confidential

For M

ore Info

rm

ation

search.oracle.com

or

oracle

.com

People

Soft E

nte

rpri

se P

ayro

ll for

Nort

h A

meri

ca

© 2007 Oracle Corporation –Proprietary and Confidential