General Schedule

1

Basic Pay

EX

0000

V

100

General Schedule plus LOC

2

Basic Pay

X

EX

0000

IV

100

General Schedule plus LEO

3

Basic Pay

X

X

EX

0000

IV

100

Overtime plus LOC

4

Overtime

X

GS

10

1

100

Overtime plus LEO

5

Overtime

X

X

GS

10

1

100

Biweekly

6

Pay Limit

X

GS

15

10

100

Biweekly

7

Pay Limit

X

X

GS

15

1

100

Overtime plus LEO (150% of GS Rate Step 1)

8

Pay Limit

X

X

GS

15

1

150

Overtime plus LEO (Level 5 of Executive Schedule)

9

Pay Limit

X

X

EX

0000

V

100

Annual

10

TotAnnual

X

EX

0000

I

100

Pay Plan

GVT_PAYPLAN_TBL

Set Up HRMS, Product Related, Payroll for North America, Compensation and Earnings, Pay Plan Table USF, Pay Plan

Enter a pay plan ID to become a setID selection for the Salary Plan table. Specify classification authority and eligibility.

Pay Plan Process Control

GVT_PAYPLAN_TBL2

Set Up HRMS, Product Related, Payroll for North America, Compensation and Earnings, Pay Plan Table USF, Pay Plan Process Control

Establish pay caps and limits, exempt overtime rates, and conversion factors for pay plans.

Classification Authority

Select the pay plan’s classification authority from the Translate table: Equivalent to GS Class System; Equivalent to Title 5 FWS; Title 38, United States Code; Title 5, GS Class System; Title 5, Other; and Title 5, Prevailing Rate Sys.

FEGLI Accumulator (Federal Employee Group Life Insurance accumulator)

Select the special accumulator that is used to accumulate FEGLI.

Seq (sequence)

Defines the processing order of caps or limits. If an employee qualifies for two scenarios, the system applies the cap or limit with the lower sequence number.

Earning Process Type

Each Earning Process Type row represents an individual pay rule. If there are two limits, create tow rows with the same Earnings Process Type and LEO / LOC Rule. Select the type of pay caps or limits that apply to this pay plan.

Basic Pay (pay cap - basic pay): Base pay is subject to a pay cap.

Overtime: Base pay plus overtime is subject to a pay period limit. Overtime hourly rate is subject to an hourly rate limit.

Pay Limit (pay limit - premium pay): Earnings are subject to a pay period limit.

TotAnnual (pay limit - total annual): Total annual earnings are subject to an annual pay limit.

LEO Rule (law enforcement officer rule)

Select if the cap or limit applies to employees who receive Law Enforcement Officer (LEO) pay.

LOC Rule (locality rule)

Select if the pay cap or limit applies to employees who receive Locality pay.

Pay Rate Determinant

Select the pay rate determinant to which the pay cap or limit applies. Values are defined in Title 5 of the U. S. Code and Code of Federal Regulations.

Pay Plan, Sal Plan (salary plan), Grade, and Step

The pay plan, salary plan, grade, and step that determines the maximum limit of the cap or limit.

The Step field value cannot exceed two characters, except for the EX pay plan.

Disposition

Select the action to use when the employee’s compensation exceeds a limit: Defer to the first pay period of the next calendar year or Forfeit.

Mult. Factor (multiplication factor)

This factor is used for all caps or limits except overtime, for which the overtime earnings code multiplication factor is used.

Emergency

Select if an emergency has been declared for the pay period. For the pay period, the annual limit will apply instead of the pay limit-premium pay.

Hourly Rate Conv Factor (hourly rate conversion factor)

Enter the conversion factor to use for converting standard hours to the hourly rate.

Annual Full-Time (FT)

Year

Hours/Pay Period

((remaining pay periods in the year) × accrual rate) + year-to-date accrual balance + last pay period

If service is between 3 and 15 years, the formula is:

((remaining pay periods in the year) × accrual rate) + year-to-date accrual balance + last pay period + 4

0−3 years of service: ½ day (4 hours) for each pay period, except based on service.

3−15 years of service: ¾ day (6 hours) for each pay period, except 1¼ days (10 hours) in last pay period.

15+ years of service: 1 day (8 hours) for each pay period.

Annual Part-Time (PT)

Year

Hours/Hour

((remaining pay periods in the year) × accrual rate × standard hours) + year-to-date accrual balance

0−3 years of service: 1 hour for each 20 hours in pay status.

3−15 years of service: 1 hour for each 13 hours in pay status.

15+ years of service: 1 hour for each 10 hours in pay status.

Sick FT

Years

Hours/Pay Period

((remaining pay periods in the year) × accrual rate) + year-to-date accrual balance

½ day (4 hours) for each biweekly pay period.

Sick FT

Years

Hours/Hour

((remaining pay periods in the year) × accrual rate × standard hours) + year-to-date accrual balance

1 hour for each 20 hours in a pay status.

Earnings Accruals USF - Class

GVT_ERN_ACR_CLASS

Set Up HRMS, Product Related, Payroll for North America, Compensation and Earnings, Earnings Accruals USF, Class

Define accrual class properties and key features, including the rules for calculating leave based on time in service and frequency of accrual.

Ceiling/Carryover

GVT_ERN_ACR_CLASS2

Set Up HRMS, Product Related, Payroll for North America, Compensation and Earnings, Earnings Accruals USF, Ceiling/Carryover

Establish rules for applying ceilings and carryover limits to earnings accrual classes.

Expiration/Termination

GVT_ERN_ACR_CLASS3

Set Up HRMS, Product Related, Payroll for North America, Compensation and Earnings, Earnings Accruals USF, Expiration/Termination

Apply expiration and termination rules to earnings accrual classes.

Rates/Bonus

GVT_ERN_ACR_CLASS4

Set Up HRMS, Product Related, Payroll for North America, Compensation and Earnings, Earnings Accruals USF, Rates/Bonus

Create a schedule for granting leave based on length of service. Establish the hours, months, years, or pay periods that members of the accrual class must work to receive a specified amount of leave.

Earnings Accruals USF - Balance

GVT_ERN_ACR_CLASS5

Set Up HRMS, Product Related, Payroll for North America, Compensation and Earnings, Earnings Accruals USF, Balance

Select the earnings codes that add to, or subtract from, leave balances for the class, and specify how the hours that are associated with these earnings codes affect various balances that track and store leave time (such as hours taken, hours earned, and service hours).

Cascading

GVT_ERN_ACR_CLASS6

Set Up HRMS, Product Related, Payroll for North America, Compensation and Earnings, Earnings Accruals USF, Cascading

Define the sequence and the accrual classes to which each earnings accrual class cascades.

Leave Type

Note. Although you can define many different types of leave in the Earnings Accrual Class component, different accrual types require different rules. For example, because compensatory time does not accrue at regular rates based on years of service, you do not use the Earnings Accruals USF - Rates/Bonus page to link compensatory time earnings to service time. However, you do use this page for annual leave, which does vary according to years of service.

Accrual Units

Select the unit of time that the system uses to track, store, and quote the service intervals on which it bases accruals: Hours, Months, or Years.

Note. This value becomes the default on the Rates/Bonus page, where you associate accrual rates to time in service.

Accrual Frequency

Select the rate at which leave is earned and tabulated:

Hrs/Year (hours/year): When you select this value, the Accrual Year Type field becomes available for entry.

Hrs/Hour (hours/hours): Select this value to have employees earn leave at a rate of hours each hour.

Hrs/Month (hours/month): When you select this value, the Accrual Pay Period field becomes available for entry.

Hours/Pay Pd (hours/pay period): Select this value to have employees earn leave at a rate of hours in each pay period.

Hrs/Week (hours/week): Select this value to have employees earn leave at a rate of hours each week.

Note. This value becomes the default on the Rates/Bonus page.

Accrual Year Type

Select the type of dates to use as the beginning and ending dates of the year:

Calendar: The calendar year normally begins January 1 and ends December 31.

Fiscal: The fiscal year normally begins October 1 of a year and ends September 30 of the following year.

Leave: The leave year normally begins with the first full pay period that begins and ends within the calendar year. However, because the length of the leave year is 26 pay periods, the end date falls within the following year.

Pay: The pay year normally begins with the first full pay period that begins and ends within the calendar year, and it ends with the last pay period that begins and ends in the year.

Note. Before using these accrual year types, you must define them in the Pay Calendar table. You can modify the standard definitions as needed.

Accrual Pay Period

Select the pay period in which you want to grant leave earnings. For example, if the month contains multiple pay periods and you decide to distribute earnings after the first week, enter any value from 2 to 5 in the Accrual Pay Period field (with 2 indicating week two, 3 indicating week three, and so on). The default is 1 (week one).

Effective Rate

Select the disposition of excess leave balances: Current Rate, Rate Earned, or Current Rate Percent. Convert leave to pay using the pay rate in effect when the leave was originally accrued, the current rate of pay at the time of expiration, or a percentage of the current rate. When you select Current Rate Percent, the Effective Rate Percent field becomes available for entry.

Effective Rate Percent

Enter the percentage to use as the basis of calculations.

Accrued Balance Go Negative

For your information only.

Check Non-Pay Hours

Select to tabulate the number of nonpay hours to determine whether to grant accrual earnings. For example, suppose the standard hours for an employee are 80 hours per pay period. The employee has 70 nonpay hours going into a new pay period and takes an additional 10 hours of nonpaid time. The system adds the total number of nonpay hours (80), determines that this number equals the total of standard hours, and blocks any additional leave accrual for that pay period.

Special Calculation Routine

Not currently used by U.S. federal government customers.

Service Calc at Year Begin (service calculation at year begin)

Select to calculate leave hours according to length of service as of January 1 of the current year. To calculate leave hours according to the length of service as of the leave accrual process date, clear this check box. The system uses the service date in the employee's Job Data component for this calculation.

End of Year Indicator

Select to expire restored leave at the end of the expiration year (Dec. 31). For example, if you restore an employee's leave on Jan. 15, 1998 and the leave expires in 24 months, the system extends the expiration date beyond the two-year limit to the end of the year in which the leave expires (December 31, 2000). This is for restored leave only.

Adjustments Allowed

Select to adjust leave at the line-item level on the Accrual Ledger page. Otherwise, the Accrual Adjustment button is not available.

Use Old First

Select when processing ceilings, carry overs, and expirations. The system reviews historic rows of leave and uses the oldest available leave first.

Track Nonpay Hours

Select to track nonpay hours for a WGI. Nonpaid hours will be tracked on the accrual non pay ledger.

Annual Entitlement

Select to activate the annual entitlement calculation. After each pay period, the system calculates the employee’s annual accrual entitlement balance along with the next pay period’s accrual. This provides the information to determine how many leave hours employees can use before exceeding their full annual accrual entitlement. The number of hours to which an employee is entitled for the remainder of the year appears on the Accrual Summary page. Calculation formulas are provided in the overview.

See Understanding Earnings Accrual Classes.

Ceiling Set Indicator

Select to activate the fields in the Accrual Ceiling group box.

Ceiling Interval

Select the interval with which to measure the maximum amount of leave time that members of an accrual class can accumulate: Hours, Months, Pay Period, or Years. When you select Months, the Ceiling Pay Period field becomes available for entry. When you select Years, the Year Type field becomes available for entry.

Ceiling Pay Period

Select the week of each month in which you apply the accrual ceiling and determine the disposition of excess leave (1 represents week one, 2 represents week two, and so on).

Ceiling Disposition

Specify how to handle excess leave accruals:

Allowed to Exceed: Select to disregard ceilings that are applied at an earlier date.

Convert to Other: Select to convert excess leave to other types of leave. For example, if you place a ceiling on leave accruals, you can convert excess earnings into another leave type by entering its corresponding earnings code in the Ceiling Earnings Code field. However, this value is not supported by an automated process. Configuration is required to implement this feature.

Convert to Pay: Select to convert excess leave to pay by creating an Additional Pay record, either at the rate earned or at the current rate that is specified on the Earnings Accruals USF - Class page. The system creates a ledger entry to record the reduction of hours and updates the accruals summary. The resulting payment appears as additional pay on the paysheets. When you select this value, the Ceiling Earnings Code field becomes available for entry.

Forfeit: Select to reduce excess accruals and create a ledger entry to record the forfeiture. You immediately lose excess leave.

Use or Lose: Select to reduce excess accruals and create a ledger entry to record the forfeiture. You immediately lose excess leave.

Ceiling Intervals

Not currently used by U.S. federal government customers.

Maximum Ceiling

Enter the maximum number of hours, months, years, or pay periods of leave time that an employee in the accrual class can accumulate, depending on the unit of measurement that is specified in the Ceiling Intervals field.

Ceiling Earnings Code

Specify how to compensate employees in an accrual class when leave is converted to pay.

Define earnings codes in the Earnings tables.

Max Carryover Indicator (maximum carryover indicator)

Select to activate the fields in the Accrual Carryover group box.

Carryover Interval

Select the interval with which to measure the amount of leave employees in the accrual class can carry over from one period to another: Hours, Months, Pay Period, or Years. When you select Months, the Carryover Pay Period field becomes available for entry. When you select Years, the Year Type field becomes available for entry.

Carryover Pay Period

Select the week of each month in which you apply the accrual carryover and determine the disposition of excess leave (1 represents week one, 2 represents week two, and so on).

Carryover Disposition

Specify how to handle excess leave accruals:

Allowed to Exceed: Select to disregard carryover limits that are applied at an earlier date.

Convert to Other: Select to convert excess leave to other types of leave. For example, if you apply a carryover limit to leave earnings, you can convert excess earnings into another leave type by entering its corresponding earnings code in the Carryover Earnings Code field. However, this value is not supported by an automated process. Configuration is required to implement this feature.

Convert to Pay: Select to convert excess carryover to pay by creating an Additional Pay record, either at the rate earned or at the current rate that is specified on the Earnings Accruals USF - Class page. The system creates a ledger entry to record the reduction of hours and updates the accrual summary. The resulting payment appears as additional pay on the paysheets. When you select this value, the Carryover Earnings Code field becomes available for entry.

Forfeit: Select to reduce excess leave and create a ledger entry to record the forfeiture. You immediately lose excess leave.

Use or Lose: Select to reduce excess leave and create a ledger entry to record the forfeiture. You immediately lose excess leave.

Carryover Intervals

Not currently used by U.S. federal government customers.

Max Cryovr (maximum carryover)

Enter the maximum number of hours, months, years, or pay periods of leave time that an employee in the accrual class can carry over, depending on the unit of measurement that is specified in the Carryover Intervals field.

Carryover Earnings Code

Specify how to compensate employees in an accrual class when converting leave to pay.

Define earnings codes in the Earnings tables.

Coordinate with Grandfather

Select if employees can use grandfathered leave earnings that put them above the carryover limit for their accrual class. For example, if an employee moves from an accrual class that carries a higher carryover limit than is permitted for individuals in the current class, the system checks the Enrollment page for the correct carryover limit for this employee. Employees are eligible to receive a personal carryover limit on the Enrollment page that remains in effect until their leave earnings fall within the carryover limit for the rest of their accrual class. So, an employee entering an accruals class with excess leave isn’t forced to lose it, and the system coordinates leave usage so that it uses the oldest leave first.

Note. After you enter the original amount of an employee's grandfathered leave on the Enrollment page, view the grandfathered leave balance on the Accrual Summary page.

Earnings Expiration Indicator

Select to activate the fields in the Accrual Expiration group box.

Expiration Interval

Select the interval with which to measure the expiration period. This value is the default unit of measurement for the Until Expiration field.

Expiration Disposition

Specify how to handle leave upon expiration:

Convert to Other: Select to convert expired leave to other types of leave. For example, if you apply an expiration date to leave earnings, you can convert this leave into another leave type by selecting its corresponding earnings code. However, this value is not supported by an automated process. Configuration is required to implement this feature.

Convert to Pay: Select to convert expired leave to pay by creating an Additional Pay record, either at the rate earned or at the current rate that is specified on the Earnings Accruals USF - Class page. The system creates a ledger entry to record the reduction of hours and updates the accrual summary. The resulting payment appears as additional pay on the paysheets. When you select this value, the Expiration Earnings Code field becomes available for entry.

Forfeit: Select to reduce expired leave and create a ledger entry to record the forfeiture. You immediately lose excess leave.

Expiration Intervals

Not currently used by U.S. federal government customers.

Expiration Earnings Code

Specify how to compensate employees in an accrual class when converting leave to pay.

Define earnings codes in the Earnings table.

Until Expiration

Enter the number of hours, months, years, or pay periods until leave expires. The default unit of measurement comes from the Expiration Interval field.

Termination Disposition

Specify how to handle leave upon termination:

Convert to Pay: Select to convert unused leave to pay by creating an Additional Pay record, either at the rate earned or at the current rate that is specified on the Earnings Accruals USF - Class page. The system creates a ledger entry to record the reduction of hours and updates the accrual summary. To complete the payout procedure, you must enter this information in the Final Check Program Table component (TERM_PGM_TBL).

Forfeit: Select to record forfeited accruals and create a ledger entry to record the termination. You lose any unused leave.

Termination Earnings Code and Pay at Termination Percent

Specify the earnings for which employees in an accrual class are eligible when converting accruals to pay. If your policy is to convert leave to pay at a percentage of the rate that is represented by the earnings code, enter the percent in the Pay at Termination Percent field.

Hours

Enter the length of service. The accrual unit (hours, months, or years) that displays at the top of this column comes from the Accrual Units field on the Earnings Accruals USF - Class page.

Hours per Hour

Enter the number of hours that accrue per month, year, or pay period. The accrual rate (hours per month, hours per pay period, hours per year, or hours per hour) that displays at the top of this column comes from the Accrual Frequency field on the Earnings Accruals USF - Class page.

Hours in Last Pay Period

Specify a fixed number of leave hours to distribute in the last pay period of the year, independent of the amount that you grant automatically to members of the accrual class.

Federal Distribution Destinations

GVT_DEDUCT1_SEC

Set Up HRMS, Product Related, Payroll for North America, Deductions, Deduction Table, Setup

Click the Federal Data button on the Deduction Table - Setup page.

Further define the deduction and the interface in which it will be included.

Gvt Mil Intrst Pnl (government military interest panel)

GVT_MIL_INTRST_PNL

Set Up HRMS, Product Related, Payroll for North America, Compensation and Earnings, Military Deposit Interest USF, Gvt Mil Intrst Pnl

Enter military deposit interest rate.

Military Deposit Interest

Enter the military service deposit interest rate.

IRR Remarks Table (Individual Retirement Record remarks table)

GVT_IRR_RK_TBL

Set Up HRMS, Product Related, Payroll for North America, Compensation and Earnings, IRR Remarks Table USF, IRR Remarks Table

Create IRR remarks that can be associated with employees’ IRRs.

Sequence Number

Assign the component a sequence number. PeopleSoft recommends that you assign numbers in increments of five to leave room in case you must modify the remark. This saves you from renumbering the sequence of all the components.

IRR Remark Type (Individual Retirement Record remark type)

Select the format for this sequence number:

Emp spec (employee specific): If you select this value, the Field Type and Remark Label fields become available for entry.

Text: If you select this value, the Remark Text field becomes available for entry.

Field Type

Select the type of edit that is used in the remark line of an employee's IRR on the IRR Remarks page: None, Date, Number, and Text.

Note. Your operating system (for example, Oracle or DB2/MVS) influences date field values.

Remark Label

Enter a label to identify information in an employee-specific remark type.