Global Payroll: Core Engine Rel 8.9

This course covers the functionality needed to set up the core application of PeopleSoft Enterprise Global Payroll. The flexibility of the core application enables you to serve the unique needs of various countries and organizations. Participants generate payrolls while using the core functionality of Global Payroll. More advanced Core Engine topics are addressed in the Global Payroll II course.

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Audience

• Functional Implementer

Course Topics Defining Common Characteristics of Elements

• Explaining Elements
• Explaining How Elements Are Used
• Explaining How Elements Are Categorized
• Describing the Element Name Page

Defining Major Elements – Earnings and Deductions

• Identifying the Common Attributes Between Earnings and Deductions
• Defining an Earning
• Creating an Earning
• Explaining the Components Page
• Explaining the Element Suffixes Page
• Defining a Deduction
• Creating a Deduction
• Explaining Batch Processing of Earnings and Deductions

Defining Accumulators

• Defining Accumulators
• Creating Accumulators

Defining the Organizational Structure

• Describing the Organizational Structure
• Defining Element Groups
• Defining Eligibility Groups
• Defining Pay Entities
• Defining Pay Groups

Defining the Processing Structure

• Describing the Processing Structure
• Defining Sections
• Defining Process Lists

Setting Up Calendars

• Describing Calendar Concepts
• Defining Run Types
• Defining Periods
• Defining Calendars
• Defining Calendar Groups

Establishing Payee Data

• Explaining the Human Resources and Global Payroll Integration
• Viewing Payee Data in Global Payroll

Running the Payroll Process

• Explaining the Payroll/Absence Run Control
• Explaining Processing Phases and Options
• Reviewing the Processing Steps
• Reviewing Processing Results

Describing Supporting Elements

• Reviewing Elements
• Describing System Elements
• Creating Variables
• Describing Dates
• Explaining Durations
• Summarizing the Organizational and Processing Structures

Controlling Results

• Defining Rounding Rules
• Describing Frequency Conversion
• Explaining Generation Control
• Managing Currency Support in Global Payroll
• Summarizing the Organizational and Processing Structure

Using Additional Supporting Elements

• Defining a Formula
• Explaining Operators
• Explaining Elements Used to Look Up Values
• Explaining Brackets
• Summarizing Bracket Examples

Processing Payee Level Overrides

• Reviewing Payee Level Overrides
• Assigning Earnings and Deductions to Payees
• Entering Positive Input

Creating Supporting Element Overrides

• Explaining Supporting Element Overrides
• Explaining Supporting Element Override Levels
• Explaining the Element Override Hierarchy

Managing Iterative Processing

• Summarizing Types of Triggers
• Defining Iterative Triggers
• Setting Up Triggers
• Viewing Iterative Triggers
• Setting Up Mass Triggers

Creating Segmentation

• Explaining Types of Segmentation
• Defining Segmentation Terminology
• Setting Up Segmentation
• Processing Segmentation
• Explaining Pro-ration

Creating Banking Information

• Reviewing Banking
• Explaining Banking Set Up Requirements
• Defining Banks
• Setting Up Electronic Transfer Formats
• Explaining Source Bank Accounts
• Assigning Banking Information
• Explaining Recipient Processing
• Defining Deposit Schedules 07

Completing the Payroll Process

• Running the Finalize Process
• Running the Banking Process
• Viewing Banking Results

Processing Retroactive Pay

• Defining Retroactivity Terminology
• Setting Up Retroactivity
• Explaining Versions and Revision Numbers
• Defining the Retro Process
• Describing Backward and Forward Limits
• Explaining Areas Affected by Retro

Processing Off-Cycle Payrolls

• Describing Types of Off-Cycle Transactions
• Entering Manual Payments
• Creating Corrections
• Creating Unscheduled Payments
• Entering Advances
• Processing Off-Cycle Payrolls

Using PeopleSoft Enterprise ePay

• Reviewing ePay Transactions
• Defining Personal Banking Information
• Defining Distribution Details
• Viewing Pay slips

Reconciling Payments

• Explaining the Reconciliation Process
• Managing Bank File Information
• Entering Bank File Information
• Running the Reconciliation Process
• Viewing Exceptions
• Reconciling Transactions Manually

Setting Up the General Ledger Interface

• Explaining the General Ledger Interface
• Explaining TableSet IDs and Business Units
• Explaining ChartFields
• Explaining General Ledger Grouping
• Defining General Ledger Mapping
• Explaining Distribution Overrides
• Publishing Payroll Data to General Ledger
• Running the General Ledger Process

Course Objectives

• Set up the components necessary to create and process payments
• Demonstrate how to process payments with positive input, segmentation, and retroactivity
• Explain the processing and organizational structure of the Global Payroll