PeopleSoft Enterprise Global Payroll for the United Kingdom 9.1 PeopleBook

Understanding Global Payroll for the UK

This chapter discusses:

Global Payroll for the UK
Global Payroll for the UK business processes.
Delivered elements for the UK
Archiving data for Global Payroll for the United Kingdom.
Viewing delivered elements.

Global Payroll for the UK

Global Payroll for the UK delivers numerous elements and rules needed to run a UK payroll. Some of these rules are specifically designed to meet legal requirements, while others support common or customary payroll practices.

Global Payroll for the UK Business Processes

Global Payroll for the UK supports the following business processes:

Tax and national insurance.
Court orders and student loans.
Tax credits.
Statutory absence.
Pension contributions.
Employee loans.
Share save and share buy schemes.
Net-to-gross payments.
Payslips.
Banking.

Understanding Delivered Elements

Global Payroll for the UK defines each business process for the UK in terms of delivered elements and rules. Some of these rules are specifically designed to meet legal requirements, while others support common or customary payroll practices.

Creating Delivered Elements

All of the elements delivered as part of your country extension were created using the core application—the same application you'll use both to create additional elements and (in many cases) to configure existing elements that are delivered as part of your PeopleSoft Enterprise Global Payroll system. Because the tools needed to redefine or create new payroll elements are fully documented in the core application PeopleBook, we don't reproduce this information here. Instead, we briefly review the relationship between the core application (which contains the tools you need to define your own elements) and the country extensions (which contain country-specific rules and elements defined by PeopleSoft).

The core application has the following characteristics:

It consists of a payroll rules engine—a flexible tool that enables users to define the rules of their payroll system and execute payroll and absence calculations.

Global Payroll does not embed payroll-specific logic or computations in application code. Instead, it specifies all business application logic, such as earnings, deductions, absences, and accumulators, in terms of payroll rules. Global Payroll enables users to enter and maintain payroll rules through a set of pages and offers a comprehensive set of features that enables users to work in their preferred language or currency.
It provides a payroll processing framework—a flexible way to define and execute payroll and absence processing flows, such as calendars, run types, pay periods, and process lists.

Country extensions have the following characteristics:

They are built using the core application.
They consist of statutory and customary objects (country-specific payroll rules, elements, payroll processes, reports, pages, and self-service applications).

Element Ownership and Maintenance

This section describes PeopleSoft's approach to element ownership and what this means for the maintenance of UK payroll rules. This information helps to clarify which parts of the system you may be required to maintain, what you can modify, and what parts of the system you cannot change.

Understanding Ownership in Global Payroll

There are five possible categories of element ownership in Global Payroll:

PS Delivered/Maintained	Elements delivered and maintained on an ongoing basis by PeopleSoft.
PS Delivered/Not Maintained	Elements delivered by PeopleSoft that must be maintained by the customer. This category consists primarily of either customary (non-statutory) rules or statutory elements that customers may want to define according to a different interpretation of the rules. Although PeopleSoft may occasionally update elements defined as PS Delivered/Not Maintained, you are not required to apply these updates.
Customer Maintained	Elements created and maintained by your organization. PeopleSoft does not deliver rules defined as Customer Maintained.
PS Delivered/Customer Modified	Elements that were originally PS Delivered/Maintained elements over which the customer has decided to take control (this change is irreversible).
PS Delivered / Maintained / Secure	Delivered elements that the customer can never modify or control.

Understanding Element Ownership in Global Payroll for the UK

This table contains an element-by-element description of element ownership and maintenance in Global Payroll for the UK:

Element Type	Ownership	Exceptions
Earnings	PeopleSoft (PS) Delivered/Maintained or PS Delivered/Not Maintained
Deductions	PS Delivered/Not Maintained	Earning Arrestment Deduction
Variables	PS Delivered/Not Maintained	Values that cannot be changed without impacting the calculation.
Bracket	PS Delivered/Not Maintained	If the customer should not change values, they are defined as PS Delivered/Maintained.
Accumulators	PS Delivered/Not Maintained for segment accumulators; otherwise, PS Delivered/Maintained.	In general, the non-segment base accumulators are maintained because customers can modify the funding base segment accumulators. However, the following non-segment accumulators are not PS Delivered/Maintained: Accumulators for loans and garnishments. Generic accumulators. Accumulators for benefits in kind.
Element Group	PS Delivered/Not Maintained	None
Process List	PS Delivered/Not Maintained	None
Section	PS Delivered/Not Maintained	None
Formula	PS Delivered/Maintained	Exceptions if the rule is not strictly legal follow: Formulas used to create conditional sections in a process list and generation control formulas are not maintained. Note. To enable you to choose when and how elements are triggered, generation control formulas and formulas used to create conditional sections are defined as PS Delivered/Not Maintained. "Situation" formulas are used to manage specific contracts and are not maintained. Note. Situation formulas are used to control how Human Resources fields are used in payroll processing. To enable you to determine how to use these fields, situation formulas are defined as PS Delivered/Not Maintained. Most generic formulas are not maintained (except legal rules and specific process formulas). Note. Generic formulas are developed as part of the country setup feature and carry the prefix GEN.
Array	PS Delivered/Maintained	None
Generation Control	PS Delivered/Not maintained	None. To enable you to choose when and how elements are triggered, generation control formulas have been defined as PeopleSoft Delivered/Not Maintained.

Archiving Data for Global Payroll for the United Kingdom

Global Payroll for the UK generates a large amount of result data. To keep the amount of saved data manageable, you should periodically archive it. PeopleSoft PeopleTools delivers an archiving tool called the Data Archive Manager. To aid you in archiving your result data using the Data Archive Manager, Global Payroll for the UK delivers a predefined archive object (GPGB_RSLT_ARCHIVE) and an archive template (GPGBRSLT). The delivered archive template uses queries that select data by calendar group ID (CAL_RUN_ID field).

Note. Please use extreme caution when making changes to delivered archive objects, queries, or templates. Any modifications can result in the loss of important data.

Additional Archiving Considerations

The following Global Payroll for the UK result data is not included in the GPGB_RSLT_ARCHIVE archive object:

Result Data Type	Data Location
Loan Results	GPGB_LOAN_WA writable array

The archiving framework delivered with Global Payroll is based on calendar group ID. However, the loan repayment period is variable and can extend across more than one tax year. Loans results data are used by the Loan Review page to view loan history, which means that the data should be available while loans are still active. It is therefore not practical to automatically archive loan results based on the calendar group ID.

If you want to archive this data, you can set up new archive objects, queries, and templates using the Data Archive Manager, or you can use your own archiving solution.

The following result data are included in the GPGB_RSLT_ARCHIVE archive object, but you should consider whether you want to archive this data:

Result Data Type	Data Location
P11D results	GPGB_P11DRSLT_L GPGB_P11DRSLT_M GPGB_P11DRSLT_S tables

The P11D results data is generated by the P11D data extract tool and is normally loaded into a third-party P11D solution. If you don't want to archive this data, you can remove the tables from the GPGB_RSLT_ARCHIVE archive object.

Viewing Delivered Elements

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