1 Introduction to JD Edwards EnterpriseOne Canadian Payroll

This chapter contains the following topics:

Section 1.1, "JD Edwards EnterpriseOne Canadian Payroll Overview"
Section 1.2, "JD Edwards EnterpriseOne Canadian Payroll Business Processes"
Section 1.3, "JD Edwards EnterpriseOne Canadian Payroll Integrations"
Section 1.4, "JD Edwards EnterpriseOne Canadian Payroll Implementation"

1.1 JD Edwards EnterpriseOne Canadian Payroll Overview

Processing payroll internally enables the organization to eliminate costly service bureau charges and to gain complete control of the payroll functions. The JD Edwards EnterpriseOne Payroll system offers simple yet complete solutions for the entire payroll processing needs. You can use this flexible system to efficiently manage the unique payroll needs of the organization, even as the business grows and the requirements change.

To streamline data entry between payroll and human resources users, you enter much payroll-related information into the JD Edwards EnterpriseOne Human Capital Management Foundation system. This system contains the central database for all of the information that human resources and payroll users typically share. For example, when a human resources clerk updates an employee's information, the employee's payroll information is also updated. A central database:

Eliminates redundant data entry.
Maintains current and accurate information across all of the business operations.
Improves communication among departments.

You use the JD Edwards EnterpriseOne Human Capital Management Foundation system to track:

Complete employee information.
Job information.
Pay type, deduction, benefit, and accrual (PDBA) information.
Time and labor information.

The JD Edwards EnterpriseOne Payroll system contains the additional functions that you need to process payroll for employees.

Both human resources and payroll users can enter information into the foundation system. However, to prevent unauthorized access to confidential information, you can set up system security so that users can access only the information that they need for their jobs. Typically, the system administrator sets up system security during system implementation. The system administrator can set up security for an entire form or for specific fields on a form.

1.2 JD Edwards EnterpriseOne Canadian Payroll Business Processes

The process flow illustrates the JD Edwards EnterpriseOne Canadian Payroll business processes:

Figure 1-1 Canadian Payroll business processes: figure 1

Description of ''Figure 1-1 Canadian Payroll business processes: figure 1''

Figure 1-2 Canadian Payroll business processes: figure 2

Description of ''Figure 1-2 Canadian Payroll business processes: figure 2''

We discuss these business processes in the business process chapters in this implementation guide, and in the JD Edwards EnterpriseOne Payroll 9.1 Implementation Guide.

See JD Edwards EnterpriseOne Applications Payroll Implementation Guide.

1.3 JD Edwards EnterpriseOne Canadian Payroll Integrations

The JD Edwards EnterpriseOne Canadian Payroll system integrates with these JD Edwards EnterpriseOne products from Oracle:

JD Edwards EnterpriseOne Asset Lifecycle Management
JD Edwards EnterpriseOne Financial Management
JD Edwards EnterpriseOne Human Capital Management
JD Edwards EnterpriseOne Project Management
JD Edwards EnterpriseOne Supply Chain Management

We discuss integration considerations in the implementation chapters in this implementation guide. Supplemental information about third-party application integrations is located on the Oracle | PeopleSoft Customer Connection website.

1.3.1 JD Edwards EnterpriseOne Asset Lifecycle Management

Payroll integrates with the Asset Lifecycle Management applications to streamline processes, improve operational and performance management, and allow the tracking of time and labor costs related to managing assets.

1.3.2 JD Edwards EnterpriseOne Financial Management

The JD Edwards EnterpriseOne Payroll system automatically creates vouchers for payroll taxes, insurance premiums, and other payroll liability amounts that must be paid to third parties. Accounts Payable integration automates the tasks of calculating the payments due to each third-party and of generating the associated accounts payable vouchers.

JD Edwards EnterpriseOne Payroll integrates with JD Edwards EnterpriseOne General Accounting to automatically update general ledger transactions and account balances. Payroll can create and post transactions to the general ledger using the automatic accounting instructions (AAIs) that you define. You can use full detail on the labor accounts and run a summary of the liabilities and cash accounts.

The JD Edwards EnterpriseOne Payroll system uses employee names and addresses that are stored in the JD Edwards EnterpriseOne Address Book.

1.3.3 JD Edwards EnterpriseOne Human Capital Management

Payroll integrates with the other JD Edwards EnterpriseOne Human Capital Management applications so that changes to employee, human resource, time and labor, and benefit information are immediately reflected throughout the system, ensuring that each paycheck and report is up to date.

1.3.4 JD Edwards EnterpriseOne Project Management

Project Management and Payroll integrate to recognize labor and overhead expenses as they occur, for precise planning and variance analysis.

1.3.5 JD Edwards EnterpriseOne Supply Chain Management

Payroll integrates with the Supply Chain Management applications to give insights into the connection between operations and human capital costs.

1.4 JD Edwards EnterpriseOne Canadian Payroll Implementation

This section provides an overview of the steps that are required to implement the JD Edwards EnterpriseOne General Accounting system.

In the planning phase of your implementation, take advantage of all JD Edwards EnterpriseOne sources of information, including the installation guides and troubleshooting information. A complete list of these resources appears in the preface in About These Implementation Guides with information about where to find the most current version of each.

When determining which electronic software updates (ESUs) to install for JD Edwards EnterpriseOne Canadian Payroll, use the EnterpriseOne and World Change Assistant. EnterpriseOne and World Change Assistant, a Java-based tool, reduces the time required to search and download ESUs by 75 percent or more and enables you to install multiple ESUs at one time.

See JD Edwards EnterpriseOne Tools Software Updates Guide.

1.4.1 Global Implementation Steps

This table lists the global implementation steps for the JD Edwards EnterpriseOne Canadian payroll system:

Set up fiscal date patterns, companies, and business units.

See "Setting Up Organizations" in the JD Edwards EnterpriseOne Applications Financial Management Fundamentals Implementation Guide.
Set up accounts.

See "Creating the Chart of Accounts" in the JD Edwards EnterpriseOne Applications Financial Management Fundamentals Implementation Guide.
Set up General Accounting constants.

See "Setting Up the General Accounting System" in the JD Edwards EnterpriseOne Applications General Accounting Implementation Guide.
Set up multicurrency processing, including currency codes and exchange rates.

See "Setting Up General Accounting for Multicurrency Processing" in the JD Edwards EnterpriseOne Applications Multicurrency Processing Implementation Guide.

See "Setting Up Exchange Rates" in the JD Edwards EnterpriseOne Applications Multicurrency Processing Implementation Guide.
Set up ledger type rules.

See "Setting Up Ledger Type Rules for General Accounting" in the JD Edwards EnterpriseOne Applications General Accounting Implementation Guide.
Enter Address Book records.

See "Entering Address Book Records" in the JD Edwards EnterpriseOne Applications Address Book Implementation Guide.
Set up Human Capital Management fundamental information.

See JD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide.

1.4.2 Core Implementation Steps

This table lists the core implementation steps for the JD Edwards EnterpriseOne Canadian payroll system:

Set up the Payroll Cycle Workbench.

See "Setting Up Payroll Cycle Information" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
Set up Master Pay Cycles.

See "Setting Up Payroll Cycle Information" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
Create a payroll ID.

See "Setting Up Payroll Cycle Information" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
Attach a Master Pay Cycle to a payroll ID.

See "Setting Up Payroll Cycle Information" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
Set up payroll cycle control parameters.

See "Setting Up Payroll Cycle Information" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
Set up pay cycle reports.

See "Setting Up Payroll Cycle Information" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
Set up payment information.

See "Setting Up Payroll Cycle Information" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
Set up payment types.

See "Setting Up Payroll Cycle Information" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
Set up debit account information for automatic deposits.

See "Setting Up Payroll Cycle Information" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
(Optional) Set up multiple version processing.

See "Setting Up Payroll Cycle Information" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
(Optional) Attach multiple version information to a payroll ID.

See "Setting Up Payroll Cycle Information" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
Set up the Interims Workbench.

See "Setting Up Interim Payments" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
Create an interim payroll ID.

See "Setting Up Interim Payments" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
Roll pay period dates forward for an interim ID.

See "Setting Up Interim Payments" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
Set up reports for an interim ID.

See "Setting Up Interim Payments" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
Set up unemployment insurance rates.

See "Setting Up Tax Information" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
Set up workers' compensation insurance-basis tables.

See "Setting Up Tax Information" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
Set up workers' compensation insurance rates.

See "Setting Up Tax Information" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
(Optional) Set up job step progression information for employees.

See "Setting Up Job Step Progression Processing" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
(Optional) Set up job step progression parameters.

See "Setting Up Job Step Progression Processing" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
(Optional) Set up timecard automation for stand-alone job step progression.

See "Setting Up Job Step Progression Processing" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
(Optional) Set up rule sets for job step progression processing.

See "Setting Up Job Step Progression Processing" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
Set up garnishment tables.

See "Setting Up Tables for Wage Attachments" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
Set up standard annual exemption amounts and additional exemption amounts for disabilities.

See "Setting Up Tables for Wage Attachments" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.
Set up exemption calculation tables for exemption rules.

See "Setting Up Tables for Wage Attachments" in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide.

1.4.3 JD Edwards Canadian Payroll Implementation Steps

This table lists the suggested application-specific implementation steps for the JD Edwards Canadian payroll system:

Step	Reference
Set up tax area information, corporate tax IDs, and employment insurance rates.	See Setting Up Tax Information.
Set up pay types, tax-deferred compensation deduction, and taxable fringe benefits.	See Setting Up Pay Types, Deductions, Benefits, and Accruals.
Enter country-specific employee information and additional tax information for an employee.	See "Setting Up Employee Information" in the JD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide.