PeopleSoft Global Payroll & Absence Accelerated Rel 9.1 Course

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CENTER OF KNOWLEDGE, PATH TO SUCCESS

Website: www.info-trek.com

PeopleSoft Global Accelerated Rel 9.1 Course: Duration: (Classroom)

Payroll

5

Days;

&

Absence

Support Engineer



Technical Consultant

Instructor-led PREREQUISITES •

WHAT YOU WILL LEARN This 5-day course covers the functionality needed to set up the core application for the PeopleSoft Global Payroll product. The flexibility of the core product allows the user to use PeopleSoft Global Payroll to serve the unique needs of various countries and organizations. During the class, participants will be shown the tools needed to define valid absence reasons, accrual policies, approvals, delegation of authority over absence transactions, and the exact conditions that must be met before an absence can be paid. Using this information, participants will generate payrolls using the Global Payroll core absence functionality. Learn to: •

Define common elements.



Define the organizational processing structure.

and



Define earnings, accumulators.

and



Defining Absence Entitlements



Working Payroll



Working with Approvals and Delegation

with



characteristics

deductions,

Schedules

in

of

Global

Introduction Foundation

to

Human

Resources

Suggested Prerequisites: •

Introduction to Human Resources (any release)



Human Resources - (any release)

-

COURSE OBJECTIVE •

Define earnings, accumulators

deductions,



Define common elements

characteristics



Define the organizational processing structure



Run the payroll process



Describe and use supporting elements



Control payroll results



Define overrides



Explain iterative segmentation



Reconcile payments



Describe the use of entitlements and entitlement accumulators



Describe formulas



Create work schedules



Summarize calendars



Prepare absence elements for use



Define absence take options



Identify sources of positive input

processing

and of and

and

AUDIENCE •

End Users



Application Developers



Business Analysts



Project Manager



Developer

COURSE OUTLINE Technology Overview •

Describing the HRMS Product Line

PeopleSoft Global Payroll & Absence Accelerated Rel 9.1| Page 1 of 3



Describing Advantages

the

Global

Payroll



Describing the Differences Country Extensions and Core

Between



Describing the Commonly Used Terms



Describing the Menu Structure



Describing Payroll

How

to

Activate

Global



Viewing Payee Data in Global Payroll

Viewing Payroll Results •

Reviewing the Output Result Tables



Viewing the Output Result Tables

Describing Supporting Elements •

Reviewing Supporting Elements



Describing the Importance of Calendars



Describing System Elements



Describing the Processing Steps



Creating Variables



Describing Dates



Explaining Durations

Defining Major Elements – Earnings and Deductions •

Identifying the Common Attributes of Earnings and Deductions



Defining an Earning



Creating an Earning



Explaining the Components Page



Explaining the Element Suffixes Page



Defining a Deduction



Creating a Deduction



Defining Rate Codes

Controlling Results •

Defining Rounding Rules



Describing Frequency Conversion



Explaining Generation Control



Managing Currency Support in Global Payroll

Completing the Payroll Process

Defining the Organizational Structure



Running the Finalize Process



Running the Banking Process



Viewing Banking Results



Describing the Organizational Structure



Defining Element Groups



Defining Eligibility Groups



Explaining Off-Cycle Payrolls



Defining Pay Entities





Defining Pay Groups

Describing Transactions



Configuring Off-Cycle Requests



Entering Manual Payments

Processing Off-Cycle Payrolls

Defining the Processing Structure

Types

of



Describing the Processing Structure



Creating Corrections



Defining Sections



Creating Additional Payments



Defining Process Lists



Entering Advances



Processing Off-Cycle Payrolls

Setting Up Calendars

Off-Cycle



Describing Calendar Concepts



Defining Run Types



Defining Periods



Describing Global Payroll Core Absence



Defining Calendars



Describing Absence Terminology



Defining Calendar Groups



Describing Global Payroll Core Absence Features



Describing Core Absence Setup Tasks



Describing Absences

Global Payroll Core Process Overview

Establishing Payee Data •

Explaining the Human Resources and Global Payroll Integration

Absence

Batch

Business

Processing

and

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Describing Sources of Information About Global Payroll Core Absence

Working with Schedules in Global Payroll •

Describing the Use of Work Schedules



Explaining Schedule Groups



Creating Work Schedules



Loading and Calendars

Defining Absence Forecasting Balance Inquiry Set Up



Forecasting an Absence Event



Viewing Absence Balances

and

Implementing Absence Take Features

Viewing

Schedule



Validating Schedule Changes



Defining Holiday Schedules



Assigning and Overriding Schedules



Describing the Use of Entitlements



Defining Entitlement Types



Analyzing Components



Defining Entitlement Accumulators



Defining Absence Take Options



Defining Absence Take Period Rules



Defining Negative Balances



Defining Absence Priority

Generating Positive Input

Defining Absence Entitlements

Absence



Entitlement



Identifying Sources of Positive Input



Summarizing Positive Input



Identifying Instances and Rules for Absence Takes



Creating Earnings and Deductions to Support Absence Event Entries

Bundling

Working with Approvals and Delegation Defining Absence Takes



Describing the Approval Process



Describing the Use of Absence Takes



Describing the Approvals Setup Center



Defining Reasons

and



Explaining the Absence Approval Process Flow



Analyzing the Absence Take Component





Describing Absence Setup Guidelines

Setting Up Approval Process Definition IDs



Describing Formulas



Enabling Approval Absence Takes



Describing AWE Administrator Actions for Approvals

Absence

Take

Types

Establishing the Processing Hierarchy for Absences

Request

Processing

for



Preparing Absence Elements for Use



Describing Delegation



Summarizing Framework



Reviewing Delivered Absence Management Delegation Setup



Summarizing the Processing Framework



Summarizing the Calendar Framework

the

Organizational

Defining Extended Absence •

Overview of Extended Absence



Setting up Configurable Sections

Defining Absence Events



Describing Attachments



Running the Absence Process



Setting up Extended Absences



Explaining Daily Data



Managing extended absences

Processing Absences •

Defining Absence Forecasting and Balance Inquiry Processes •

Describing Absence Forecasting

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