JD Edwards EnterpriseOne Payroll: Introduction: Rel 8.12 (AU Only)

This course has been specifically designed to provide participants with the basic knowledge of how to set up employees and the components of the E1 Payroll system for the Australian environment. Students learn how to enter employee data including the special requirements of AU PAYG tax. A variety of Pay Types, Deductions, Benefits and Accruals are configured, with their PAYG and State Payroll taxes.

Processing of payrolls, including time entry, interims and pay cycles are covered. Other topics include employee group plans, year-end and anniversary rollover of leave balances and various methods of establishing pay rates. Participants will acquire the basic knowledge necessary to maintain employee information, configure and process payrolls and run other standard functions of the payroll system.

Learn To:

• Set up pay rates
• Set up Pay Types, Benefits, Deductions & Accruals
• Define Job Master information
• Set up and process Payroll Cycles
• Enter Employee information
• Process Interim Payment

Audience

• Functional Implementer
• End Users

Course Topics Business Process Overview

• Employee Maintenance
• Time Entry
• Pre-Payroll
• Payments
• Journal Entries
• Reports
• Final Update
• Accounts Payable & General Ledger

Setting Up Pay Rate Information

• Pay Structures
• Pay Grades
• Pay Grade Steps
• Union Rates
• Occupational Pay Rates
• Differential Pay
• Pay Class and Pay Grades
• Pay Range by Step

Defining Job Master Information

• Job Information Overview
• Employee and Job Information
• Default Job Information

Defining Employee Compensation

• Identifying the Pay Rate Source
• Calculating Compensation Rates
• System Option Settings
• Employee Compensation

Hiring Employees

• Defining Employee Information
• Entering Employee Records One at a Time
• Employee Quick Hire Method
• Setting Up Processing Options

Entering Employee Additional Information

• Entering User-Defined Information for Employees
• Deduction Attributes
• Benefit Attributes
• Accrual Attributes
• DBA Specifications

Revising Employee Information

• Modifying Employee Information
• Changing Employee Information
• Entering Leave of Absence Information
• Processing Mass Changes
• Updating the Employee Master

Business Process Overview - PDBA's

• PDBA Overview
• Attributes of Pay Types, Deductions, Benefits & Accruals
• Time Entry Integration
• PDBA’s and Payroll
• Setting Up PDBA’s

Designing the Pay Type Structure

• Pay Type Codes
• Pay Type Ranges
• Basis of Calculation
• Pay Type Categories

Setting Up Pay Type Information

• Base Pay
• Overtime Pay
• Shift Differentials
• Tax Exemptions
• Shift Differentials

Designing the DBA Structure

• DBA Codes
• DBA Ranges
• Basis of Calculation
• DBA Priority

Setting Up Flat Dollar and Percentage

• Deductions and Benefits
• Setting Up DBA Rate Derivation
• Source & method of Calculation
• General Accounting and Arrearage
• DBA Tax Consideration
• Aust. Tax Reporting - Year-End Information
• DBAs that Are Based on Other DBA's
• Pre-Tax Deductions

Describing Deductions to Manage Special

• Payment Situations
• DBAs in Special Payment Situations
• Deductions for the Repayment of Advances
• Voiding a Check with a Declining Balance DBA
• Arrearage Methods
• Overpayment Deduction

Setting Up Group Plans

• Group Plans Qualifying Criteria
• Rate Control Field
• Assigning Group Plans to Employees
• Overriding Group Plan DBA Instructions

Configuring Manual Time Entry Processes

• Meeting Organizational Needs
• Modifying the Time Entry Grid
• Time Entry Processing Options
• Time Entry Master Business Function

Overriding DBA Information

• DBA One-Time Overrides

Describing the Functions of the Payroll Cycle

• Payroll Cycle
• Payroll Workbench
• Autopay
• Gross to Net Calculations
• Merging Interims
• Payments
• Pro-Forma Journal Entries
• Final Update

Setting Up the Payroll Cycle

• Payroll Cycle Setup
• Reports Model
• Master Pay Cycles
• Copying Existing Master Pay Cycles
• Payroll IDs
• Payments
• Payroll Lockout

Testing the Payroll Cycle Setup

• Pre-Payroll
• Online Reviews
• Payroll ID and Individual Employee Resets
• Print Payments
• Resetting the Payment Work file
• Journal Entries
• Reports Only
• Final Update and EFT Bank deposit

Describing the Leave Rollover Process

• Year-End
• Anniversary
• Leave Balance Rollover Modes
• Processing Leave Balance Rollovers During Payroll

Describing the Interim Payment Process

• Interim Payments
• Including Interims in the Payroll Cycle
• Interim Payment Workbench
• Off-Cycle Interims
• Pay in Advance, Adjustments & Gross-Up Interims
• Interim Payment Setup
• Interim Payment ID

Verifying the Setup through Interim Payment

• Processing Modes - Batch/Interactive
• Online Reviews
• Deleting Interims
• Printing Interims
• Processing Interims Through a Payroll Cycle
• Merging Interim Payments
• Processing Interim Payments Only

Course Objectives

• Describe the Payroll integration and process flow
• Configure Payroll general system setup
• Determine the effect of employee Payroll information and instructions
• Create individual employee records
• Create employee EFT bank deposit, labor distribution and DBA instructions
• Configure pay types, deductions, benefits and accruals
• Enter job information
• Configure manual time entry processes
• Configure and process Pay Cycles
• Configure the Interim Payment process
• Configure and process leave balance rollovers