PeopleSoft Enterprise Global Payroll for New Zealand 9.1 PeopleBook

Setting Up Payslips

This chapter provides an overview of payslip setup for New Zealand and discusses how to:

Create payslip templates and payslip messages.
Attach payslip templates to pay groups.

Note. The PeopleSoft system delivers a query that you can run to view the names of all delivered elements designed for New Zealand. Instructions for running the query are provided in the PeopleSoft Enterprise Global Payroll 9.1 PeopleBook.

Understanding Payslip Setup

The design of the payslip feature enables you to create and control payslips so that they display the data that you want and in the format that you want. You can override templates at lower levels, so you do not have to create multiple templates to cover every payslip scenario that you may have.

Creating Payslip Templates and Payslip Messages

To set up payslip templates, use the Templates NZL (GPNZ_PSLP_SETUP) and Messages NZL (GPNZ_PSLP_MSG) components.

When creating payslip templates you can:

Set your accumulator column labels.
Select the accumulators to go under the column labels.
Create unlimited rows of accumulators for each column and set the sequence that they are to appear in.
Create unlimited sections for earnings and deductions.
Use standard or custom element descriptions.
Set delivery options.
Exclude departments or locations from printing at setup level but override those exclusions at run time.

Pages Used to Create Payslip Templates

Page Name	Definition Name	Navigation	Usage
Payslip Setup	GPNZ_PSLP	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Templates NZL, Payslip Setup	Set up delivery and print exclusion options, column headings (labels) and column contents (rows of accumulators)
Earnings and Deduction	GPNZ_PSLP1	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Templates NZL, Earnings and Deduction	Create sections of earnings and deductions, select from three description options and set the element components that are to display on the payslip.
Absence Details	GPNZ_PSLP2	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Templates NZL, Absence Details	Similar to the Earnings and Deduction page. You enter a sequence number and an element name, and select one of three descriptions. The system extracts the balance of each entitlement or pro rata absence element that you enter in this page to show on the payslip.
Messages NZL	GPNZ_PSLP_EXT	Global Payroll & Absence Mgmt, Payslips, Add Payslip Messages NZL, Messages NZL Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Messages NZL, Messages NZL	Create messages to appear on payslips. You can control which payslips show the message.
Payslip Delivery Option NZL	GPNZ_PSLP_PYE	Global Payroll & Absence Mgmt, Payee Data, Payslips, Payslip Delivery Option NZL, Payslip Delivery Option NZL	Specify how an employee's payslip is to be delivered.

Setting Up Templates and Accumulators

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

Payslip ID

You can attach a single template by its ID to multiple pay groups. You can attach only one template to a pay group at any one time.

Delivery Option

Select an address to receive printed payslips. It can be an internal address of Department or Location, or an external address of Home Address or Mail Address as recorded on the payee's Personal Data record.

You can override the selection made here on the Payslip Delivery Option NZL page that is effective-dated; therefore, you can override the delivery option for a period of time if necessary.

Exclude Printing

Select either Department or Location to exclude departments or locations from the payslip print run. The corresponding link becomes active, so you can select from the department or location lists.

You can override the exclusion on the Print Payslips page before you run the print program.

Note that if you choose to enter a particular pay entity as your print option on the Print Payslips page and you have excluded a location that falls under that pay entity, it will not be printed.

Column 1 to Column 6

Enter the labels that you want to appear across the page on the printed payslip as the column headings for your accumulators. These column labels appear in the payslip region under the region heading Pay Summary.

Accumulators 1 to 3

Sequence

Enter a sequence number to set the order in which the accumulators appear. They display in ascending order with the lowest number first.

Description

Enter the description of each accumulator row.

Accumulator 1 to Accumulator 3

Select the accumulators that you want display for the corresponding column.

For example, suppose you enter a description of sequence 1 and 2 as Current and YTD. If you also want to display quarter to date accumulated amounts, create a new row, give the new row the description QTD, then select the accumulators which correlate to the columns headings.

Accumulators 4 to 6

Accumulator 4 to 6

Set up accumulators 4 to 6. There are no Sequence or Description fields because the same sequence number and description applies to all 6 accumulators in the row.

The following diagram illustrates how column numbers, sequences, and accumulator numbers appear on the printed payslip. Accumulator descriptions are row labels that appear in the specified sequence. The accumulators then appear under the column labels that you specify.

Columns and rows in the payslip Pay Summary region

Setting Up Payslip Earnings and Deductions

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

Section Setup

Description

Descriptions appear as sections or subheadings in the payslip region under the heading Earnings and Deductions. Typical descriptions are Earnings, Taxation, After Tax Deductions, and Super.

Section Elements: Element Details Tab

Display YTD Units (display year-to-date unites) and Display YTD Amount (display year-to-date amount)

Select these check boxes if you want the YTD units and amounts for each element to appear in the Payment Details region under the heading Year to Date Values.

Section Elements: Element Components Tab

Access the Earnings and Deduction - Element Components tab.

Description Type

Select one of three descriptions to appear for each earnings or deduction row in the Payment Details region of the payslip. Select from the following:

Custom: A text box appears for you to enter a description.

Description: The element's description as entered on the element's name page in its component.

Element Name: The element's name from the name page in its component. It also appears on the Elements Details tab.

Print Unit - Percentage

Select the components of the element's calculation rule that you want to show for each earning or deduction in your sections.

You can only select the components in the element's calculation rule. For example, for an earning with calculation rule Unit x Rate, only the unit and rate check boxes are available for entry.

Note that Amount will always appear so it isn't an option here.

Note. The Absence Details page combines some of the fields from the Earnings and Deduction tab: Sequence, Element Name, and Description Type.

Creating Payslip Messages

Access the Messages NZL page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Messages NZL, Messages NZL).

Message Number

This is the message ID the system will use to get the right message for the right payees. Arrays, formulas, and variables combine to get the right message.

The main array (PSL AR PSLP MSG) loads all of the payslip messages that apply to the current run. Its processing formula (PSL FM PSLP MSG) then checks each message to see if it applies to the current payee. If it does apply, the message is written out to the GPNZ_PSLP_RSLT table, using the Writable Array (PSL WA PSLP MSG).

To determine whether the message is applicable to the current payee, the system uses either array CMN AR GRP BLD ID (if the eligibility is by group build), or array CMN AR GRP LIST ID (if its by group list) to see if the payee is included in the specified group or list.

Message Level

Select from the following:

All: All payees identified in the calendar group.

Group Build: All payees included in a group built using the Group Build - Group Definition feature (Set Up HRMS, Common Definitions, Group Build). If you select this option, enter a group in the field.

Group List: All payees in a list built using Global Payroll's Group List feature. If you select this, enter a group in the Group List ID field.

Message

Enter the text of the message to appear on selected payslips.

Attaching Payslip Templates to Pay Groups

Attach a payslip template to a pay group on the Pay Groups NZL page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Framework, Organizational, Pay Groups NZL).

Note. The default delivery option for all payslips is the internal or external address that you selected when you defined your payslip template. You can set an effective-dated override of that default at the payee level to redirect the payslips to a different delivery option.

Payslip ID	You can attach a single template by its ID to multiple pay groups. You can attach only one template to a pay group at any one time.
Delivery Option	Select an address to receive printed payslips. It can be an internal address of Department or Location, or an external address of Home Address or Mail Address as recorded on the payee's Personal Data record. You can override the selection made here on the Payslip Delivery Option NZL page that is effective-dated; therefore, you can override the delivery option for a period of time if necessary.
Exclude Printing	Select either Department or Location to exclude departments or locations from the payslip print run. The corresponding link becomes active, so you can select from the department or location lists. You can override the exclusion on the Print Payslips page before you run the print program. Note that if you choose to enter a particular pay entity as your print option on the Print Payslips page and you have excluded a location that falls under that pay entity, it will not be printed.
Column 1 to Column 6	Enter the labels that you want to appear across the page on the printed payslip as the column headings for your accumulators. These column labels appear in the payslip region under the region heading Pay Summary.