PeopleSoft Payroll - Canada Rel 9.2

This PeopleSoft Payroll - Canada Rel 9.2 training will teach you how to set up earnings codes, deduction codes, pay groups, a holiday schedule and tax locations. You'll also learn how to set up and maintain employee tax data, additional pay, general deductions and direct deposits.

Duration: 5 days

Learn To:

• Set up payroll foundation tables
  
• Set up customer-maintained tax tables
  
• 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
  
• Create and update paysheets automatically, manually or by rapid entry method
  
• Calculate payroll, review calculation results, identify and correct errors and confirm payroll
  
• Produce paychecks and generate other payroll reports
  
• Set up and processes benefit deductions and garnishments
  
• Understand the employee self-service options available in PeopleSoft Enterprise ePay

Course Objectives:

• 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
  
• Set up PeopleSoft Enterprise HRMS foundation tables and payroll tables

Audience:

• Functional Implementer
  
• Prerequisites:

Prerequisites:

• Knowledge of Human Resources foundation tables
  
• Knowledge of Benefits foundation tables
  
• Knowledge of employee level data for HR and Benefits
  
• Ability to run reports

Topics

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
  
• 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
  
• Setting Up U.S. Payroll Tax Tables

Identifying Tax Table Maintenance Responsibility

• Describing PeopleSoft-Maintained Tax Tables
  
• Setting Up Customer-Maintained Tax Tables
  
• Setting Up Employee Data

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
  
• Creating and Updating Paysheets

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
  
• Calculating Payroll

Describing Payroll Calculation

• Running Preliminary Payroll Calculation
  
• Running Final Payroll Calculation
  
• 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
  
• Processing Off-Cycle Payrolls

Identifying Off-Cycle Payroll Processing

• Reversing a Paycheck
  
• Describing Reversal/Adjustment Processing
  
• Recording a Manual Check
  
• Producing an Online Check
  
• Describing Retroactive Processing
  
• Setting Up and Processing Additional Payroll Functionality

Setting Up a Holiday Schedule

• Setting Up Advanced Earnings Options
  
• Setting Up Multiple Jobs Processing
  
• Setting Up and Processing Mid-period Job Changes
  
• Processing Gross Ups
  
• Setting Up and Processing Benefit Deductions in Payroll

Setting Up Deductions and Earnings for Benefits Calculations

• Updating a Benefit Program and Enrolling Employees
  
• Analyzing Benefits-Related Payroll Reports
  
• Setting Up and Processing Garnishments

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
  
• Describing PeopleSoft Enterprise ePay

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