payroll for north america - southern new england … - quest...9.0 epay pdf payslip w-2,w-2c, t4,...
TRANSCRIPT
<In
sert
Pic
ture
Here
>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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sert
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ture
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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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sert
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ture
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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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sert
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ture
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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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sert
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ture
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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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sert
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>
‘Locked for C
onfirm
’ pro
cessin
g for O
ff-C
ycle
Payro
lls
<In
sert
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ture
Here
>
© 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
<In
sert
Pic
ture
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>
Accounts
Payable
Inte
gra
tion
<In
sert
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ture
Here
>
© 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
<In
sert
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ture
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>
ePay P
DF P
aychecks a
nd Y
ear End P
rocess
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sert
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ture
Here
>
© 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
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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