PeopleSoft Enterprise Global Payroll for Spain 9.1 PeopleBook

Setting Up Payslips

This chapter discusses how to:

Set up payslips.
View payslips.
Generate a payslip.

Setting Up Payslips

To define payslips and sort keys, use the Templates ESP (GPES_PAYSLIP) component. To define which earnings and deductions, social security contributions, taxes, and totals to display on a payslip, use the Templates ESP (GPES_PAYSLIP) component.

This section lists the common elements used in this chapter and discusses how to:

Set up a payslip.
Set up sort keys.
Select earnings and deductions for a payslip.
Select social security contributions for a payslip.
Select taxes for a payslip.
Select totals for a payslip.

Common Elements Used in This Chapter

Payslip ID	The system automatically displays the payslip ID that you created or entered to access this page.
Element Print Order	Enter the order in which you want the element to appear on the payslip. If an element has the Element Print Order 1, the element appears as the first element on the payslip.
Element Type	Specify whether the element is an Earning or a Deduction.
Element Name	Select the element that you want to appear on the payslip. If you selected the element type Earning, the system displays a list of the earnings that are defined in your system.
Take description from	You can use either the element description (that was created when the element was created), or you can create your own description to appear on the payslip. Values are. User Text and Element.
Description	If you selected User Text for the Take description from field, enter your description of the element here.
Lines Before	Enter the number of empty lines to appear on the payslip before this element.
Lines After	Enter the number of empty lines to appear on the payslip after this element.

Pages Used to Set Up Payslips

Page Name	Definition Name	Navigation	Usage
Payslip Setup	GPES_PSLIP_GRP	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Templates ESP, Payslip Setup	Set up a new payslip for the pay groups that you select. This includes defining how retroactivity and extra periods are managed and selecting the SQR report (Structured Query Report) that defines the layout of the payslip.
Sort Keys	GPES_PSLIP_SORTKEY	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Templates ESP, Sort Keys	Select the fields by which you want to sort the payslip. Sort the fields in ascending or descending order.
Earnings and Deductions	GPES_PAYSLIP_LINES	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Templates ESP, Earnings and Deductions	Select the earnings and deductions to display on the payslip and define the spacing between earnings and deductions printed on the payslip.
Social Security Contributions	GPES_PAYSLIP_APORT	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Templates ESP, Social Security Contribution	Select the social security contributions to display on the payslip and define the spacing between the contributions printed on the payslip.
Taxes	GPES_PAYSLIP_IRPF	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Templates ESP, Taxes	Select the tax deductions to display on the payslip and define the spacing between the taxes printed on the payslip.
Totals	GPES_PAYSLIP_TOTAL	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Templates ESP, Totals	Select the accumulators to print at the bottom of the payslip and define the spacing between the accumulators printed on the payslip.

Setting Up a Payslip

Access the Payslip Setup page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Templates ESP, Payslip Setup).

Retro Type

Select from these values:

Multiple Payslips to generate a payslip for regular pay and separate payslips for each month that has retroactive pay.

Two Payslips to generate one payslip for regular pay and a second payslip that groups together all retroactive pay, if applicable.

Single Payslip to generate one payslip that includes both regular pay and any retroactive pay.

Payslip Layout

Select the SQR report that defines the layout of the payslip. The SQR report defines features of the layout such as lines and colors printed on the payslip. Oracle supplies sample SQR reports that you need to modify for your organization.

Separate Extra Period

Select to generate separate payslips for extra period payments. If you deselect this check box, the system includes extra period payments in the same payslip as regular pay, provided that the extra period and regular payroll are part of the same calendar group.

Pay Group

Select the pay groups that should receive the payslip.

Setting Up Sort Keys

Access the Sort Keys page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Templates ESP, Sort Keys).

Field Name 1 through Field Name 5

Select the element by which you want to sort the payslip.

Sort Key 1 through Sort Key 5

Select whether to sort the elements in Ascending or Descending order.

Selecting Earnings and Deductions for a Payslip

Access the Earnings and Deductions page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Templates ESP, Earnings and Deductions).

Note. The fields on this page are discussed in another section in this chapter.

See Common Elements Used in This Chapter.

Earnings and Deductions Page: Description Tab

Access the Earnings and Deductions page: Description tab.

Note. The fields on this page are discussed in another section in this chapter.

See Common Elements Used in This Chapter.

Earnings and Deductions Page: Spaces Tab

Access the Earnings and Deductions page: Spaces tab.

Note. The fields on this page are discussed in another section in this chapter.

See Common Elements Used in This Chapter.

Selecting Social Security Contributions for a Payslip

Access the Social Security Contributions page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Templates ESP, Social Security Contribution).

Note. Most of the fields on this page are discussed in another section in this chapter.

See Common Elements Used in This Chapter.

Concept

Select the contribution type that is associated with the element. Values are: Common Contingency, FOGASA, Nonstructural Overtime, Permanent Disability D&S, Professional Training, Structural Overtime, Temporary Disability,and Unemployment.

Selecting Taxes for a Payslip

Access the Taxes page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Templates ESP, Taxes).

Note. The fields on this page are discussed in another section in this chapter.

See Common Elements Used in This Chapter.

Selecting Totals for a Payslip

Access the Totals page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Templates ESP, Totals).

Note. The fields on this page are discussed in another section in this chapter.

See Common Elements Used in This Chapter.

Viewing Payslips

If you licensed PeopleSoft Enterprise ePay, employees can view their payslips online using the self-service View Payslip transaction. To help resolve questions raised by employees about their payslips, the payroll administrator can view employees' self-service payslips in an online view that replicates the employees' view.

See Viewing Payslips Online.

Generating a Payslip

This section provides overviews of the payslip process and segmentation and payslips and discusses how to print payslips.

Understanding the Payslip Process

The Create/Print Payslips ESP page launches a job (GPESPSLP) containing three processes in sequence:

The GPES_PAYSLIP Application Engine process gathers information and creates an intermediate table.
The SQR GPESPYS1 prints the payslip report and provides self-service related information if ePay is licensed.
The GP_EPAY Application Engine process uses the payslip report and self-service related information provided by the prior processes in this job to create self-service payslips for each payee. If ePay is not licensed, this process reports that ePay has not been licensed and will finish successfully.

Note. When running the GPESPSLP job, you can use the following type and format options with ePay: None and None (becomes Web and PDF by default), Web and PDF, or File and PDF. If using File and PDF, do not use a custom output destination from the Process Scheduler Request page.

Understanding Segmentation and Payslips

Segmentation occurs when employees' details change during a payroll period and the change requires the system to recalculate certain elements (element segmentation) or all elements (period segmentation). When the system segments an employee's pay, this affects payslips. Oracle delivers an SQR report that manages segmentation as explained in this table.

Note. You need to review how you want to manage segmentation and show the results in your organization's payslips.

Segmentation Event Definition	Segmentation Type	Impact on Payslip
CATEGORZN	Element	The system generates one payslip. For compensation, social security contributions, and bases, each slice is listed on a separate line.
COMPANY	Period	The system prints a separate payslip each segment.
COMP_RATE	Element	The system generates one payslip. Where an earning has multiple slices, each slice is listed on a separate line.
F/P TIME	Period	The system prints a separate payslip each segment.
HIRE/TERM	Period	The system prints a separate payslip each segment.
PAY_GROUP	Period	The system prints a separate payslip each segment.
PAY_SYSTEM	Period	The system prints a separate payslip each segment.
RISK_CODE	Element	The system generates one payslip. For social security contributions and bases, each slice is listed on a separate line.
TAX_LOCNT	Element	The system generates one payslip. IRPF deductions are listed on separate lines.

Payslips and Reversals

Segmentation can affect retroactive processing when the system recalculates a segmented period and the segmentation dates of the original calculation don't match the segmentation dates of the recalculation. When segment dates and payment keys match, the system recalculates the original segments, subtracts the old value from the new value for each payroll element to determine retroactive deltas, and writes the new results to the output tables. When segment dates don't match, the system treats the old and new values as if they belong to separate segments. It creates reversal segments for each segment that existed in the original calculation and creates new recalculation segments. The reversal segments have no results because they do not go through gross-to-net processing. The new recalculated segments do go through gross-to-net processing and generate new values. The system writes these new values to the output result tables. For the purposes of calculating deltas, the originally calculated values are effectively zero.

When segments don't match during retroactive processing, the system applies special rules to payslip generation:

The system overrides the Retro Type defined on the Payslip Setup page to Multiple Payslips. Therefore, if the retroactive processing includes more than one month, the system generates one payslip for regular pay and separate payslips for each month that has retroactive pay.
The payslip for the month in which the segments don't match lists recalculated values instead of deltas.

Payslips and Corrections

Occasionally you need to rerun a finalized payroll to incorporate late changes. If you want those late changes to be included in monthly legal reports, you can run a correction calendar. Correction calendars recalculate the affected payroll run and provide a new set of results that the system includes in legal reporting such as the Model 111 or the FAN file. In regard to banking, the system generates a delta net amount to be paid that represents the difference between the recalculated net and the previously calculated net. When you select a calendar group for payslip generation, the system detects whether the calendar group is a correction. If it is, the system enables you to choose one of two printing options:

Print the deltas that the system calculated during the correction.
Print the recalculated values that resulted from the correction calculation.

Pages Used to Generate a Payslip

Page Name	Definition Name	Navigation	Usage
Create/Print Payslips ESP	GPES_RC_PAYSLIP	Global Payroll & Absence Mgmt, Payslips, Create/Print Payslips ESP, Create/Print Payslips ESP	Run the Payslip Report (GPESPYS1), which prints a payslip summary for each employee selected.
Pay Entity List	GPES_RC_PSLP_PE	Click the Pay Entity List link on the Create/Print Payslips ESP page.	Print payslips for selected pay entities.
Pay Group List	GPES_RC_PSLP_PG	Click the Pay Group List link on the Create/Print Payslips ESP page.	Print payslips for selected pay groups.
Department List	GPES_RC_PSLP_DPT	Click the Department List link on the Create/Print Payslips ESP page.	Print payslips for selected departments.
Location List	GPES_RC_PSLP_LOC	Click the Location List link on the Create/Print Payslips ESP page.	Print payslips for selected locations.
Payee List	GPES_RC_PSLP_PY	Click the Payee List link on the Create/Print Payslips ESP page.	Print payslips for selected payees.

Printing Payslips

Access the Create/Print Payslips ESP page (Global Payroll & Absence Mgmt, Payslips, Create/Print Payslips ESP, Create/Print Payslips ESP).

Before using this page, you must have set up a payslip on the Payslip Setup pages and run the payroll process.

Calendar Group ID	Select the calendar group that you want to process. You can select only from calendar groups that have been calculated or finalized.
Retro Processing	Select one of these values: Current Period Only: Include only regular payroll calculations in the payslip. Retro and Current Periods: Include both regular and retroactive payroll calculation in the report. Retro Periods Only: Include only retroactive payroll activities in the payslip.
Correction Processing	Select what type of payslip the system generates for correction calculations. Values are: Differences: Select to generate a payslip that lists the deltas that the system calculated during the correction. Recalculated: Select to generate a payslip that lists the recalculated values that resulted from the correction calculation. Note. This field appears only if your select a calendar group ID that includes payroll corrections.
Pay Entity List	Click to select one or more pay entities for processing. The system displays the Pay Entity List page.
Pay Group List	Click to select one or more pay groups for processing. The system displays the Pay Group List page.
Department List	Click to select one or more departments for processing. The system displays the Department List page.
Location List	Click to select one or more locations for processing. The system displays the Location List page.
Payee List	Click to select one or more payees for processing. The system displays the Payee List page.

Retro Type	Select from these values: Multiple Payslips to generate a payslip for regular pay and separate payslips for each month that has retroactive pay. Two Payslips to generate one payslip for regular pay and a second payslip that groups together all retroactive pay, if applicable. Single Payslip to generate one payslip that includes both regular pay and any retroactive pay.
Payslip Layout	Select the SQR report that defines the layout of the payslip. The SQR report defines features of the layout such as lines and colors printed on the payslip. Oracle supplies sample SQR reports that you need to modify for your organization.
Separate Extra Period	Select to generate separate payslips for extra period payments. If you deselect this check box, the system includes extra period payments in the same payslip as regular pay, provided that the extra period and regular payroll are part of the same calendar group.
Pay Group	Select the pay groups that should receive the payslip.

Field Name 1 through Field Name 5	Select the element by which you want to sort the payslip.
Sort Key 1 through Sort Key 5	Select whether to sort the elements in Ascending or Descending order.