hcm configuration guide - shared tasks hcm-008-cfg

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Payroll Set Up Task: N/A Payroll Automatic Tax Data

Navigation: Set Up HCM > Install > Product Specific > N/A Payroll

Set Up Classification: Shared

Sequence: 001.001

Task Description: Define Payroll Options.

Select the Automatic Employee Tax Data checkbox which does the following: References the employee’s home address and tax location from human resources personal data and job data records. Enters the data by default in the employee’s federal, state, and local tax data. Enters a marital status of Single. Enters a withholding allowance of 0.

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Payroll Set Up Task: Bank Table

Navigation: Set Up HCM > Common Definitions > Banking > Banks


Sequence: 002.001

Task Description: Set up basic information for all financial institutions.

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Payroll Set Up Task: Form Table

Navigation: Set Up HCM > Common Definitions > Banking > Form Table


Sequence: 002.002

Task Description: Set up forms for paycheck and direct deposit advices. This is a global setup based on the assumption of having 1 bank for all ONEUSG.

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Payroll Set Up Task: Source Bank Account

Navigation: Set Up HCM > Common Definitions > Banking > Source Bank Accounts


Sequence: 002.003

Task Description: Source banks are the money sources that payroll disbursements are drawn from. For each source bank, each source bank, identify the appropriate bank and bank branch, account number, and EFT formats. There is only 1 Source Bank Account ID for ONEUSG.

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Payroll Set Up Task: FLSA Calendar Table

Navigation: Set Up HCM > Product Related > Payroll for North America > Payroll Processing Controls > FLSA Calendar Table


Sequence: 005.001

Task Description: Define FLSA calendar periods for new pay calendars that have distinct FLSA periods and FLSA period start dates. Only one FLSA Calendar is needed because the non-exempt employees have the same period start dates.

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Payroll Set Up Task: FLSA Period Table

Navigation: Set Up HCM > Product Related > Payroll for North America > Payroll Processing Controls > FLSA Period Table


Sequence: 005.002

Task Description: Define FLSA Period Definition. There will be only 1 period used which will be 7 days and 40 hours.

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Payroll Set Up Task: Balance ID Table

Navigation: Set Up HCM > Product Related > Payroll for North America > Payroll Processing Controls > Balance ID Table


Sequence: 006.001

Task Description: Create Calendar Year (CY) balances for Payroll Processing define and balance year. Manually add the Fiscal Year (FY) by specifying the start and end dates for the balance year and the quarters, periods,

and date ranges for each year. Create Define balance periods, quarters, and years.

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Payroll Set Up Task: Special Accumulator Table

Navigation: Set Up HCM > Product Related > Payroll for North America > Compensation and Earnings > Special Accumulator Table


Sequence: 007.001

Task Description: Add special accumulators. Special accumulators are used during deduction calculations and limit testing. Currently the accumulators are used for benefit deductions that are based on an earnings amount other than total gross that may have a limit.

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Payroll Set Up Task: Earnings Table

Navigation: Set Up HCM > Product Related > Payroll for North America > Compensation and Earnings > Earnings Table


Sequence: 007.002

Task Description: Define parameters and rules for calculating earnings. Also specify the effects on Fair Labor Standards Act (FLSA) regular rate calculation and define retro pay processing options. Enter special options and tax methods for earnings. Define how earning codes affect leave accruals and special accumulators.

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Payroll Set Up Task: Earnings Program Table

Navigation: Set Up HCM > Product Related > Payroll for North America > Compensation and Earnings > Earnings Program Table


Sequence: 007.003

Task Description: After an earning code is added the Earning Code Table it must be established in the Earnings Program table. An earnings program is a set of earnings codes that are valid for one or more pay groups. A single company can have any number of earnings programs. An individual employee can belong to only one program, and the earnings codes constituting that program are the only valid earnings codes for that employee.

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Payroll Set Up Task: Shift Table

Navigation: Set Up HCM > Product Related > Payroll for North America > Compensation and Earnings > Shift Table


Sequence: 007.004

Task Description: Define shifts and their associated rates. Note used for payroll processing but could be used by reports or HR. Using N/A Shift

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Payroll Set Up Task: Deduction Table

Navigation: Set Up HCM > Product Related > Payroll for North America > Deductions > Deduction Table


Sequence: 008.001

Task Description: Add deduction codes to the Deduction Table. This table defines the tax effect on deductions and deductions and specifies how the system processes arrears and other special deduction considerations during payroll processing. Deductions on the Deduction Table component are grouped by plan type.

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Payroll Set Up Task: General Deduction Table

Navigation: Set Up HCM > Product Related > Payroll for North America > Deductions > General Deduction Table


Sequence: 008.002

Task Description: A general deduction is any deduction that isn't a benefit deduction. Charitable deductions, parking, garnishments, etc. all fit into this category. Use the General Deduction table to define how these non-benefit deductions are calculated.

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Payroll Set Up Task: Deduction Subset Table

Navigation: Set Up HCM > Product Related > Payroll for North America > Deductions > Deduction Subset Table


Sequence: 008.004

Task Description: A deduction subset is a group of deductions selected from the standard set of deductions that are defined for a company. Use deduction subsets to process only a subset of the deductions that have been added

to an employee's record.

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Payroll Set Up Task: Retro Pay Program

Navigation: Set Up HCM > Product Related > Payroll for North America > Retroactive Payroll > Retro Pay Program


Sequence: 009.001

Task Description: Define earnings eligible for retroactive pay processing.

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Payroll Set Up Task: Retro Pay Trigger Program

Navigation: Set Up HCM > Product Related > Payroll for North America > Retroactive Payroll > Retro Pay Trigger Program


Sequence: 009.002

Task Description: Define triggers for retroactive pay processing.

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Payroll Set Up Task: Retro Pay Monitored Fields

Navigation: Set Up HCM > Product Related > Payroll for North America > Retroactive Payroll > Retro Pay Monitored Fields


Sequence: 009.003

Task Description: Define fields monitored for retroactive pay processing.

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Payroll Set Up Task: Retro Pay Trigger Values

Navigation: Set Up HCM > Product Related > Payroll for North America > Retroactive Payroll > Retro Pay Trigger Values


Sequence: 009.004

Task Description: Define trigger values for retroactive pay processing.

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Payroll Set Up Task: Retro Pay Cancellation Reason

Navigation: Set Up HCM > Product Related > Payroll for North America > Retroactive Payroll > Retro Pay Cancellation Reason


Sequence: 009.005

Task Description: Define cancellation reasons for retroactive pay processing.

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Payroll Set Up Task: Pay Run ID Table

Navigation: Set Up HCM > Product Related > Payroll for North America > Payroll Processing Controls > Pay Run Table


Sequence: 011.005

Task Description: Use pay run IDs to indicate to the system which pay calendar entries to process together. A pay run ID identifies a single pay calendar to process. If you have several pay groups, you can process them together in a single run by assigning them the same pay run ID. A pay run ID must be unique throughout payroll history. Pay run IDs must be in Pay Run table before they’re entered on the pay calendar.

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Payroll Set Up Task: Configure Online Printing

Navigation: Set Up HCM > Product Related > Payroll for North America > Payroll Processing Controls > Configure Online Printing


Sequence: 013.001

Task Description: Define check print parameters for online (on-demand) checks.

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Payroll Set Up Task: Paycheck Options Table

Navigation: Set Up HCM > Product Related > Payroll for North America > Payroll Processing Controls > Paycheck Options Table


Sequence: 014.001

Task Description: Used to select the URL identifier and the report ids for printing and viewing checks through employee self-service.

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Payroll Set Up Task: Tax Location Table

Navigation: Set Up HCM > Product Related > Payroll for North America > Federal/State Taxes > Tax Location Table


Sequence: 016.001

Task Description: Identify state and local tax jurisdictions for employment locations.

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Payroll Set Up Task: Tax Table

Navigation: Set Up HCM > Product Related > Payroll for North America >Federal/State Taxes > Tax Table


Sequence: 017.001

Task Description: Use the Federal/State Tax Table pages to view the tax data that PeopleSoft Payroll for North America uses to calculate U.S. federal, state, and certain local taxes. This is a configurable table, but PeopleSoft delivers tax data for all federal and state or provincial taxing entities and almost all localities.

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Payroll Set Up Task: Payee Table

Navigation: Set Up HCM > Product Related > Payroll for North America > Garnishments > Payee Table


Sequence: 351.001

Task Description: Define vendors that receive garnishment payments.

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hcm configuration guide - shared tasks hcm-008-cfg

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