PEOPLESOFT PAYROLL

PROFESSIONAL TRAINING MADE EASY

Website: www.quorse.com

PEOPLESOFT PAYROLL - US REL 9.2 Duration: 5 Days; Instructor-led

AUDIENCE 

Functional Implementer

PREREQUISITES WHAT YOU WILL LEARN This PeopleSoft Payroll - US Rel 9.2 training teaches you how to set up and maintain employee tax data, additional pay, general deductions and direct deposits. Expert Oracle University instructors will show you how to use this solution to calculate payroll, review calculation results, identify and correct errors, confirm payroll and more. Learn To:  Set up payroll foundation tables.  Set up customer-maintained tax tables.  Produce paychecks and generate other payroll reports.  Create paysheets.  Process on-cycle and off-cycle payrolls.  Maintain employee level payroll data.  Process benefit deductions.  Set up balance IDs, pay calendars and pay run IDs.  Set up earnings codes, deduction codes, pay groups, a holiday schedule and tax locations.  Create and update paysheets automatically, manually or by rapid entry method.  Use employee self-service options available in PeopleSoft Enterprise ePay. Benefits To You: Enrolling in this course will help you better understand and leverage PeopleSoft Payroll for North America (USA) payroll requirements and processes. This knowledge will help you create, adjust and troubleshoot your organization's employee payroll.

Required Prerequisites:  Intro to PeopleSoft/HR/Benefits Accelerated - US Rel 9.2  PeopleSoft Human Resources Rel 9.2 Suggested Prerequisites:  Ability to run reports  Knowledge of Benefits foundation tables  Knowledge of Human Resources foundation tables  Knowledge of employee level data for HR and Benefits

METHODOLOGY This program will be conducted with interactive lectures, PowerPoint presentations, discussions and practical exercises

COURSE OBJECTIVES Upon completion of this program, participants should be able to:  Set up PeopleSoft Enterprise HRMS foundation tables and payroll tables  Set up employee pay data  Create and update paysheets  Calculate and confirm payroll  Generate paychecks, payroll reports and general ledger distribution  Process off-cycle payroll events  Set up and process benefit deductions, garnishments, and other payroll events

Learn Off-Cycle Payroll Events In addition to typical on-cycle payroll processing, Payroll for North America provides functionality for a variety of off-cycle payroll events and other payroll requirements. This course will illustrate how to reverse a paycheck, record a manual check, produce online checks and final checks and create a gross up check. In addition, you'll also learn the necessary steps to set up and process mid-period job changes and multiple jobs. Finally, you'll set up and processes benefit deductions and garnishments.

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COURSE CONTENT

Module 8 – Processing Off-Cycle Payrolls

Module 1 - Setting Up PeopleSoft HRMS Tables for Payroll Processing     

Identifying HRMS Tables That Impact Payroll Processing Describing Installation Table Setup for PeopleSoft Enterprise Payroll for North America Describing the Role of SetID, Location, and Department in Payroll Processing Describing Company Table Setup Describing Frequency and Compensation Setup

Module 2 - Setting Up Payroll Tables        

Identifying Payroll Setup Tables Setting Up Source Bank Accounts Creating Special Accumulators Setting Up Earnings Codes Setting Up Earnings Programs Describing Shift Pay Setup Creating a Pay Group Creating a Rate Code

Module 9 - Setting Up and Processing Additional Payroll Functionality     

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Identifying Tax Table Maintenance Responsibility Describing PeopleSoft-Maintained Tax Tables Setting Up Customer-Maintained Tax Tables

Module 4 - Setting Up Employee Data

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Module 5 - Creating and Updating Paysheets

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a Holiday Schedule Advanced Earnings Options Multiple Jobs Processing and Processing Mid-period Job Changes Gross Ups

Setting Up Deductions and Earnings for Benefits Calculations Updating a Benefit Program and Enrolling Employees Analyzing Benefits-Related Payroll Reports

Setting

Up

and

Processing

Identifying Garnishment Setup Steps Describing PeopleSoft-Maintained Garnishment Tables Setting Up Company-Level Tables for Garnishment Processing Assigning an Employee Garnishment Deduction Setting Up Employee Garnishment Specification Data Reviewing Employee Garnishment History

Module 12 - Describing PeopleSoft Enterprise ePay

Describing Paysheets in Payroll for North America Describing Balance ID Creation Creating Pay Calendars Setting Up Pay Run IDs Creating Paysheets Viewing and Updating Paysheets and Paylines Describing the Payroll Unsheet Process

Module 6 - Calculating Payroll   

Setting Up Setting Up Setting Up Setting Up Processing

Module 11 Garnishments

Identifying Sources of Employee Data Setting Up an Employee Instance Entering and Viewing Employee Job Data Identifying Employee Pay Data Updating Employee Tax Data Assigning Additional Pay to Employees Assigning General Deductions to Employees Updating Payroll Options for Employees

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Identifying Off-Cycle Payroll Processing Reversing a Paycheck Describing Reversal/Adjustment Processing Recording a Manual Check Producing an Online Check Describing Retroactive Processing

Module 10 - Setting Up and Processing Benefit Deductions in Payroll

Module 3 - Setting Up U.S. Payroll Tax Tables   

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Identifying ePay Transactions and Setup Requirements Describing ePay Security Setup Describing ePay Workflow Setup Describing Setup for the Voluntary Deduction Transaction Describing Setup for the View Paycheck Transaction Describing Setup for Paycheck Modeler Describing Setup for the Year End Form Transaction Using ePay Self-Service Transactions

Describing Payroll Calculation Running Preliminary Payroll Calculation Running Final Payroll Calculation

Module 7 - Confirming Payroll and Producing Checks and Reports       

Confirming a Payroll Viewing Confirmed Payroll Results Online Printing Checks and Advices Describing Check Reprinting Describing Direct Deposit Transmittals and Reports Describing Payroll and Tax Reports Identifying Methods of Reversing Payroll Confirmation

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