This chapter provides an overview of Oracle's PeopleSoft Pay/Bill Management structure and discusses how to:
Set up and map branches.
Set up contract profiles.
Set up project profiles.
Set up rate elements and rate profiles.
Set up voucher profiles.
Set up customer field definitions.
Set up job code margin indicators.
Set up workers' compensation.
Set up fall off terms.
Set up departments and department security.
Set up staffing installation options in the Financials database.
Set up staffing installation options in the HCM database.
Set up staffing general and job data user preferences in the Financials database.
Set up user-defined order types.
PeopleSoft Pay/Bill Management has features and functionality in two databases: Financials and HCM.
This section discusses the configuration required in:
The PeopleSoft Financials database.
The PeopleSoft HCM database.
Note. The following PeopleSoft applications must be configured before you can begin the PeopleSoft Pay/Bill Management setup: Project Costing, Contracts, Billing, Payables, HR, Time and Labor, and Payroll for North America or Global Payroll.
Set up these PeopleSoft Pay/Bill Management tables in your PeopleSoft Financials database:
Branches and branch mapping.
Contract profiles.
Project profiles.
Rate elements and rate profiles.
Voucher profiles.
Customer field definitions.
Job code margin indicators.
Fall off codes.
Department security.
Staffing installation options in the Financials database.
Staffing general and job data user preferences in the Financials database.
User-defined order types.
Additionally, PeopleSoft Pay/Bill Management refers directly to the following configuration in other Financials applications. Each of the applications in this table has its own minimum configuration requirements which are documented in their respective PeopleBooks.
PeopleSoft Application |
Configuration |
Reference |
Payables |
|
PeopleSoft Payables 9.1 PeopleBook |
Billing |
|
PeopleSoft Billing 9.1 PeopleBook |
Contracts |
|
PeopleSoft Contracts 9.1 PeopleBook |
Project Costing |
|
PeopleSoft Project Costing 9.1 PeopleBook |
Common Enterprise Components (Financials) |
|
PeopleSoft Application Fundamentals 9.1 PeopleBook |
Note. If you plan to use both PeopleSoft Staffing Front Office and PeopleSoft Pay/Bill Management, refer to the PeopleSoft Staffing Front Office 9.1 PeopleBook for information regarding necessary configuration.
See Also
Structuring PeopleSoft Staffing Front Office Processing Environment
Set up these tables in your PeopleSoft HCM database:
Workers' compensation tables.
Note. Workers' compensation setup components are in the Financials database, but those should be used only by customers who have PeopleSoft Staffing Front Office without PeopleSoft Pay/Bill Management. When PeopleSoft Pay/Bill Management is installed, workers' compensation must be configured using the HCM components.
Staffing installation options in the HCM database.
Additionally, PeopleSoft Pay/Bill Management refers directly to the following configuration in other HCM applications. Each of the applications in this table has its own minimum configuration requirements, which are documented in their respective PeopleBooks.
PeopleSoft Application |
Configuration |
Reference |
Common Enterprise Components (HCM) |
An asterisk indicates that the configuration applies only if PeopleSoft Pay/Bill Management is used in conjunction with PeopleSoft Staffing Front Office.
|
PeopleSoft HRMS Application Fundamentals PeopleBook |
Global Payroll |
Global pay groups |
PeopleSoft Global Payroll PeopleBook |
Core HR |
|
PeopleSoft HRMS Application Fundamentals PeopleBook |
Time and Labor |
|
PeopleSoft Time and Labor PeopleBook |
See Also
Defining Your Operational Structure
Setting Up Your General Business Environment
The PeopleSoft Staffing Front Office branch configuration is shared between PeopleSoft Staffing Front Office and PeopleSoft Pay/Bill Management. Set up and map your branches using the PeopleSoft Staffing Front Office PeopleBook.
See Setting Up Branches.
This section provides an overview of contract profiles and discusses how to set up contract profiles.
Contract profiles are defined by PeopleSoft Contracts business units and by user-defined order types. Each staffing branch is mapped to a Contracts business unit. The order and assignment components use the contract profile in conjunction with various component interfaces to create valid contracts, contract lines, and related definitions (including billing plans and revenue recognition plans).
You can specify billing defaults on the Contract Profile page and, if needed, override these billing fields on the billing plan in the PeopleSoft Contracts application. In addition, you can establish billing defaults at the customer level, and again override them on the billing plan. If you do not establish defaults at the customer level, but you do establish defaults at the contract profile level, the system populates the billing plan with the values from the contract profile. If you establish billing defaults at both the customer level and the contract profile level, the system populates the billing plan with the customer level defaults.
The default setting of the Pre Approval Flag check box on the Assignments - Billing page is determined by the selection made on the contract profile. Users can override the default by selecting or deselecting this check box as necessary. This table shows how the system handles defaulting for direct invoicing and preapprovals on the Billing Plan General page in Contracts, based on both the check box selection on the Assignments - Billing page and the direct invoicing option in the Customers component:
Assignment - Billing Page |
Customer - Billing Page |
Billing Plan General Page |
|
Pre Approved Flag check box |
Direct Invoicing check box |
Pre Approved check box |
Direct Invoice |
Deselected |
Selected |
Selected |
Selected |
Selected |
Selected |
Selected |
Selected |
Deselected |
Deselected |
Deselected |
Deselected |
Selected |
Deselected |
Selected |
Deselected |
Note. If you have installed PeopleSoft Staffing Front Office in addition to PeopleSoft Pay/Bill Management, you can also use the Contract Profile to specify default values for fall off credit invoices. A fall off occurs when a career assignment terminates prior to the number of guarantee days granted to the customer, thus requiring the customer be given a credit or refund.
See Also
Structuring PeopleSoft Staffing Front Office Processing Environment
Page Name |
Definition Name |
Navigation |
Usage |
Set Up Financials/Supply Chain, Product Related, Staffing, Orders, Contract Profile |
Set up contract profiles to provide default values. The contract, billing, and fall off defaults that you set up on this page appear by default when you create orders and assignments. |
Access the Contract Profile page (Set Up Financials/Supply Chain, Product Related, Staffing, Orders, Contract Profile).
The order and assignment components use the contract profile in conjunction with various component interfaces to create valid contract records.
The values that you set up on the contract profile should reflect the billing and revenue needs of the order type. Select a user order type to specify the type of order. User order types are configured as part of your system configuration. Each user-defined order type must map to one of two possible system-defined order types: temporary or career. Temporary orders are service requests that involve sending employees of the staffing organization to work at a client's work site for a predetermined period of time. PeopleSoft Pay/Bill Management bills for these transactions on a time and materials, as-incurred basis. Career orders are requests from customers for the staffing company to find an individual to be permanently hired by the client. The placement is associated with fixed-fee billing and revenue recognition; you bill customers according to an agreed-upon schedule. |
Complete all fields in this group box to create a valid contract.
Contract Type |
Select one contract type (contract category) for the user order type. |
Contract Legal Entity |
Select the legal entity within your organization that owns (signed) the contract. |
Product ID |
Select the product or service that you will use on your contract lines. The product ID drives the method by which you bill and recognize revenue. Set up products according to order type. For temporary order types, billing and revenue recognition is as-incurred, and the system allows you to select only from products with a price type of rate. For career order types, billing and revenue recognition is amount-based, and the system allows you to select only from products with a price type of Amount. Therefore, you should set up products in PeopleSoft Contracts accordingly. The products should not be configured as renewable or as third-party products and they should not be set up to use templates for billing plans, billing plan details, revenue plans, or renewal plans. The products should also not be product kits. |
Amendment Type |
Select an amendment type. Amendments are changes to active contracts. When the first assignment for an order is created, PeopleSoft Pay/Bill Management activates the contract associated with that order. For each subsequent assignment, PeopleSoft Pay/Bill Management creates a contract amendment to add contract lines and billing and revenue plans to the contract. |
Contract Pending Status |
Select a value for pending contracts. When an order is first saved with unfilled status, the contract automatically generated is saved with a status of Pending because its contract lines will be created only when assignments are saved. When you create an order, the system automatically sets the associated contract's status to the value that you specify here. |
Amendment Reason |
Select the amendment reason to be used when assignments are created (starting with the second assignment). This field is informational only; no processing is initiated. This is a required field when you are creating an amendment. |
Contract Open Status |
When the first assignment is created for an order, PeopleSoft Pay/Bill Management activates the associated contract using the status value that you specify here. |
Rate profiles are collections of rate elements (or types of rates) that become temporary assignments by default when they are first created. Users can add or remove rate elements from the assignment after they are supplied from the rate profile. The rate profile that is supplied by default on the assignment depends on whether the person assigned is an employee or non-employee, whether the person is paid by PeopleSoft North America or PeopleSoft Global Payroll, whether the person is paid through PeopleSoft North America Payroll, and whether the person is hourly or salaried. The system determines the type of employee based on his or her default job record as specified in the Job Record Eligibility page. When employees are hired using the Applicant component in Pay/Bill Management, their default job record is employee record 0 (zero), unless changes are made in the Job Record Eligibility page.
NA Payroll Hourly Employee |
Select a previously configured rate profile that you want to supplied by default to temporary assignments associated with PeopleSoft Payroll for North America hourly employees. |
NA Payroll Salaried Employee |
Select a previously configured rate profile that you want supplied by default to temporary assignments associated with PeopleSoft Payroll for North America salaried employees. |
Non-Employee |
Select a previously configured rate profile that you want supplied by default to temporary assignments associated with non-employees. |
Global Payroll Employee |
Select a previously configured rate profile that you want supplied by default to temporary assignments associated with PeopleSoft Global Payroll employees. |
The system populates the billing plan with the values that you specify in this group box. If you also specify billing defaults at the customer level, the customer billing defaults override these values. These billing values can be overridden in the individual billing plan in the PeopleSoft Contracts application after the system creates valid records, but before any billing processing.
Bill Plan Description |
Enter a description for the billing plan. |
Rev Rec Plan Description (revenue recognition plan description) |
Enter a description for the revenue recognition plan. |
Bill Type |
Select a bill type to be used for the invoices generated for the order. |
Bill Source |
Select a bill source to be used by PeopleSoft Billing to identify where the billing activity originated. |
Bill By |
Select a bill by ID, which directs the PeopleSoft Billing application how to group customer charges into invoices. |
Billing Cycle |
Select a billing cycle, which associates a billing plan with the billing cycle that you defined on the Bill Cycle page. When you run the Contracts/Billing Interface process, you can have it process only billing plans of a specific billing cycle type. |
Invoice Form |
Select the invoice format for the bills that you generate from this billing plan. |
Bill Inquiry Phone |
Select the number for customers to call if they have questions about their bills. You can include the number on the invoice. This number is established on the Bill Inquiry Phone page. |
Billing Specialist |
Select a billing specialist. Specialists are established on the Billing Specialist page. The billing specialist is the person responsible for answering questions about the invoices. |
Pre Approval Flag |
Select to bypass the billing worksheet review and approval process. Selecting this check box sends the invoices directly to PeopleSoft Billing without first creating a temporary bill. PeopleSoft Billing provides a number of mechanisms by which invoices may be reviewed, adjusted, and approved. However, due to high billing volumes, you may want to bypass these features. You can do this by selecting the Pre Approval and Direct Invoicing check boxes on the billing plan. However, if you have a standard business practice of pre-approval or direct invoicing, you can set these at a higher level. You can select the Pre Approval check box on the Contract Profile page, and the Direct Invoicing check box on the Customer - Billing page. The system passes both of these selections to the billing plan. Note. The direct invoicing flag can be enabled and the preapproval flag disabled for a specific customer-contract profile combination. If the system detects this configuration during the automatic generation of the billing plan, the system enables both options. |
Enter an encumbrance percentage to set aside a portion of the purchase order (PO) balance for tax purposes. When you update PO balances prior to bill creation and tax calculation, this blanket encumbrance percentage can be used to estimate taxes. PeopleSoft Pay/Bill Management provides functionality to track customer purchase order balances when the customer is billed for work performed in a temporary assignment. Once the billing charges are sent from the PeopleSoft Project Costing application to the PeopleSoft Billing application, PeopleSoft Pay/Bill Management decrements the PO balance. However, the system does not have any information about taxes that may apply to the invoice and the amount decremented is prior to any taxes being applied. |
The fields in this group box apply only if you have both PeopleSoft Pay/Bill Management and PeopleSoft Staffing Front Office installed and if the order type is career.
Fall-off Bill Type |
Select a fall off bill type to be used when creating a credit invoice in the PeopleSoft Billing application when a fall off takes place and a customer is entitled to a credit or a refund. |
Fall-off Bill Source |
Select a fall off bill source to be used when creating a credit invoice in the PeopleSoft Billing application when a fall off takes place. |
Fall-off Invoice Form |
Select the invoice format for the credits that you generate from this fall off. |
This section provides an overview of project profiles and discusses how to set up project profiles.
Project profiles are defined by PeopleSoft Project Costing business units and by user-defined order type. Each staffing branch is mapped to a PeopleSoft Project Costing business unit. The order and assignment components use the project profile in conjunction with various component interfaces to create valid project records, including project, project status, activity, and activity team.
See Also
Setting Up PeopleSoft Project Costing Business Units
Page Name |
Definition Name |
Navigation |
Usage |
Set Up Financials/Supply Chain, Product Related, Staffing, Orders, Project Profile |
Use this page to define default project values. |
Access the Project Profile page (Set Up Financials/Supply Chain, Product Related, Staffing, Orders, Project Profile).
The system uses the PeopleSoft Project Costing information that you set up on this page to create projects and activities automatically for orders and assignments.
The order and assignment components use the project profile in conjunction with various component interfaces to create valid project records.
Select a user order type to specify the type of order. The values that you set up on the project profile should reflect the billing, revenue, and reporting needs of the order type. Note. The choices here are the same as those for setting up contract profiles. |
Use employee default job info (use employee default job information) |
Select to have the system use the information in the employee's default job record as the default for the assignment component. Otherwise, the system uses the default values specified in the user preferences configuration. When creating temporary assignments, PeopleSoft Pay/Bill Management needs to capture several fields to determine how to pay the employee for the work performed for that assignment. Some of these fields include department, company, pay group, and so on. |
Use employee default TL info (use employee default PeopleSoft Time and Labor information) |
Select to have the system use the information in the employee's default job record as the default in the assignment component. Otherwise, the system uses the default values specified in the user preferences configuration. When creating temporary assignments, PeopleSoft Pay/Bill Management needs to capture workgroup and taskgroup information to determine how PeopleSoft Time and Labor is to process the hours reported by the employee against the assignment. |
This section provides an overview of rate elements and rate profiles and discusses how to:
Set up rate elements.
Define rate element details.
Set up rate profiles.
Rate elements define the types of rates that can be captured in temporary assignments, and how employees should be paid and customers billed for those types of rates. Rate profiles are groups of rate elements that are supplied by default to the assignment rates grid when an assignment is first created. Rate profiles facilitate data entry by preloading the assignment with the most common types of rates that need to be captured. Once the assignment is created, users can add or remove rate elements from the assignment as needed.
PeopleSoft Pay/Bill Management uses the rate amounts entered in the assignment and the rate element configuration to create a rate set in the PeopleSoft Contracts application and link it to the contract line associated with the assignment. The rate set created by PeopleSoft Pay/Bill Management has a Billing rate definition type and uses the Use Contract Rate Sets option.
Rate sets enable transactions to be priced into new transactions for billing and revenue recognition. The rate sets have two parts:
Source criteria that the PeopleSoft Project Costing Pricing Application Engine process compares against transactions coming in from feeder applications such as PeopleSoft Time and Labor, PeopleSoft Expenses, or PeopleSoft Payables.
Target definition for the billing row that is created.
When the source criteria matches a cost transaction, it creates a row based on the values specified on the target definition configuration of the rate set.
In PeopleSoft Project Costing and in PeopleSoft Contracts, you can specify multiple target rows for the same source transaction. However, in PeopleSoft Pay/Bill Management, the system allows only one target row for each source transaction for billing purposes.
The rate sets created by PeopleSoft Pay/Bill Management use the source and target configuration specified in the rate element setup.
Because billing and payroll processing requirements depend on the type of resource being assigned, users must specify whether particular rate elements and rate profiles being configured apply to PeopleSoft Payroll for North America hourly employees, PeopleSoft Payroll for North America salaried employees, PeopleSoft Global Payroll employees, or non-employees.
These are some things you should consider for configuring rate elements and rate profiles:
Hourly employees are compensated based on the pay rates specified in the assignment and not in the compensation rate specified in the job record in PeopleSoft HRMS.
Therefore, the rate elements for hourly employees typically have a rate action of Pay & Bill so that users will capture both pay and bill rates in the assignment. However, salaried employees are compensated based on the compensation information specified in the job record in PeopleSoft HRMS. Therefore, the rate elements for salaried employees typically have a rate action of Bill Only so that users will capture bill rates in the assignment. Considering the difference in system behavior, in most cases you must configure different rate elements and rate profiles for hourly and for salaried employees.
When time entry information is sent from PeopleSoft Time and Labor to PeopleSoft Project Costing, the project resource records created for input to the Pricing Engine typically have an analysis type of TLB for employees and TLC for nonemployees.
Therefore, you should configure different rate elements for employees and nonemployees to specify distinct analysis types in the rate element source criteria.
The system also enables you to create distinct rate elements and rate profiles for Global Payroll employees.
Note. The rate profile and rate element configuration is shared between PeopleSoft Pay/Bill Management and PeopleSoft Staffing Front Office. Some of the configuration options, however, apply only when PeopleSoft Pay/Bill Management is installed.
See Also
Entering and Processing Time for Employees and Contractors
Understanding Rate Elements and Rate Profiles
Page Name |
Definition Name |
Navigation |
Usage |
Set Up Financials/Supply Chain, Product Related, Staffing, Orders, Rate Elements |
Enter the rate element description and define its FLSA category and rate behavior. Specify to which employee types the rate element applies. |
||
Set Up Financials/Supply Chain, Product Related, Staffing, Orders, Rate Elements, Details |
Define source criteria, ChartFields, and target rows for the rate element. This information is used for creating the contract rate sets, which drive the process of the Project Costing Pricing Engine. Note. The configuration in this page applies only when PeopleSoft Pay/Bill Management is installed. |
||
Set Up Financials/Supply Chain, Product Related, Staffing, Orders, Rate Profile |
Enter rate profile description, the rate elements that make up the rate profile, and which type of employee for which the rate profile should be used. Note. When PeopleSoft Staffing Front Office is installed without PeopleSoft Pay/Bill Management, only four rate profiles can be created, one for each type of employee. When PeopleSoft Staffing Front Office is installed with PeopleSoft Pay/Bill Management, no limit is imposed on the number of rate profiles that can be created. The system knows which rate profile to use in the assignment based on the configuration of the contract profile used to create the assignment. |
Access the Rate Element page (Set Up Financials/Supply Chain, Product Related, Staffing, Orders, Rate Elements).
Select Regular, Overtime, or Other. Your selection drives how PeopleSoft Pay/Bill Management populates the override rate field in the Time and Labor application and how the employee is ultimately compensated for the hours worked in an assignment. When an employee is nonexempt and belongs to a PeopleSoft Payroll for North America paygroup configured as FLSA-required, PeopleSoft Pay/Bill Management does not use the overtime pay rate captured in the assignment as the override rate in PeopleSoft Time and Labor. Rather, the system uses the regular time pay rate as the override rate and it relies on the multiplier factors specified in the earnings code configuration for overtime premium pay to be computed. PeopleSoft Pay/Bill Management passes overtime hours to PeopleSoft Payroll for North America as regular time pay rates and lets PeopleSoft Payroll for North America use the multiplier factors and invoke the FLSA premium pay calculation routines. If the employee is exempt or belongs to a paygroup that is not configured as FLSA required, PeopleSoft Pay/Bill Management uses the overtime pay rate captured in the assignment as the override rate to pass to PeopleSoft Payroll for North America. The system knows how to distinguish regular time rates from overtime rates based on the FLSA category specified in the rate element configuration. The Other category should be reserved for other earnings such as referral bonuses, per diem, vacation, and so on.
Note. The FLSA category has no processing impact when PeopleSoft Staffing Front Office is installed without PeopleSoft Pay/Bill Management. Only one rate element with an FLSA category of Regular is allowed per assignment.
Rate Behavior
Select to specify whether this type of rate requires a user to enter a pay rate, a bill rate, both a pay and a bill rate, or a markup factor.
|
|
Regular Time Multiplier Factor |
This field should be used for overtime types of rates. In the Assignment component, when you enter a default rate and click the Calculate button, the system uses the default rate for regular time and uses the default rate multiplied by the multiplier factor specified here for overtime. For example, for regular time rate elements the multiplier factor is 1.0; for overtime rate elements the multiplier is 1.5; for double-time rate elements the multiplier is 2.0, and so on. Note. This multiplier factor is informational only for nonexempt employees who belong to FLSA-required paygroups. |
Markup Default Factor |
Use this factor for rate elements with a markup rate action. The markup factor specified here appears by default on the assignment page. |
Employee Type
Select the appropriate check boxes to indicate the employee types for which this rate element can be used: NA Payroll Hourly Employee, NA Payroll Salaried Employee, Non-Employee, or Global Payroll Employee. You can only add rate elements to an assignment depending on the type of employee assigned and based on the rate element configuration.
Access the Details page (Set Up Financials/Supply Chain, Product Related, Staffing, Orders, Rate Elements, Details).
Note. The configuration in this page applies only when Pay/Bill Management is installed. It does not apply when PeopleSoft Staffing Front Office is installed without PeopleSoft Pay/Bill Management.
Source Criteria
Specify source criteria. Use these fields to populate the source side of the contract rate sets. You can use wildcards for any or all of these fields. Indicate a wildcard by entering % (percent) in the field.
Enter a time reporting code (TRC), if applicable. TRCs represent the level at which an organization must track employee time to support its administrative and compensation needs. Note. You use TRCs for paying employees or contractors in PeopleSoft Time and Labor, but not in other applications such as PeopleSoft Payables. If you are paying a contractor with the quick invoice method through Payables, or if you are importing transactions from a system other than PeopleSoft Time and Labor, you must leave this field blank or enter % (percent). |
ChartFields
Specify source ChartField criteria. Use these fields to populate the source side of the contract rate sets. You can use wildcards for any or all of these fields. Indicate a wildcard by entering % in the field.
Define Target Rows
Rate Option |
Displays the rate option, which is determined by the value that you specified as the rate action on the Rate Element page. If the action is Pay & Bill or Bill Only, then Quantity Rate appears. If the action is Mark-up, then Mark-up appears. If the action is Pay Only, such rates are not priced and therefore the system does not create a line in the Contracts rate set. |
Target Analysis Type |
Select BIL for billing purposes. This is a required field. |
Target Resource Category |
Specify a resource category for the billing transaction. This field is optional. |
Override Source |
Select to specify a target analysis type, target resource category, target resource type, and target resource subcategory. |
Target Resource Type |
Specify a resource type for the billing transaction. This field is optional. |
Target Resource SubCategory |
Specify a resource subcategory for the billing transaction. This field is optional. |
Description |
Enter a generic description to be used in billing project resource rows created by the Project Costing Pricing Engine for the rate sets created using this rate element configuration. |
Access the Rate Profile page (Set Up Financials/Supply Chain, Product Related, Staffing, Orders, Rate Profile).
Create rate profiles to provide a default set of rate elements when you add assignments to the system.
SetID |
Displays the setID. Rate profiles are keyed by setID and rate profile ID. The PeopleSoft Project Costing business unit determines the set control value on the rate profile. |
Rate Profile ID |
Enter a rate profile ID to uniquely identify this rate profile. |
Description |
Enter a long description for the rate profile, such as Hourly Employees. |
Short Description |
Enter a short description for the rate profile. |
Rate Profile Available To |
Select the type of employee with which to associate the rate profile:
Note. One and no more than one rate element in the rate profile must have an FLSA category of Regular. |
Rate Element |
Select a rate element to add to the profile. The Rate Profile Available To selection serves as a filter for which rate elements can be added to the profile. |
Sort Order Number |
Enter a value by which the system will sort the rate elements when adding them to the assignment rates grid. |
Voucher profiles are defined by setID. Use voucher profiles when you want PeopleSoft Pay/Bill Management to automatically generate vouchers in the PeopleSoft Payables application based on time reported by contractors in PeopleSoft Time and Labor. Map the TRC used for contractor time to a PeopleSoft General Ledger account value.
This section discusses how to set up voucher profiles.
See Also
Page Name |
Definition Name |
Navigation |
Usage |
Set Up Financials/Supply Chain, Product Related, Staffing, General, Voucher Profile |
Set up voucher profiles by mapping TRCs to general ledger accounts and defining an origin for the voucher. |
Access the Voucher Profile page (Set Up Financials/Supply Chain, Product Related, Staffing, General, Voucher Profile).
SetID |
Displays a setID. The PeopleSoft Payables business unit provides the value that appears in this field. PeopleSoft Pay/Bill Management determines the PeopleSoft Payables business unit based on the staffing branch specified on the job order and the branch mapping configuration. |
Description |
Enter a long description for the voucher profile, such as Batch Transaction. |
Origin |
Select an origin, which is used to create contractor time vouchers in PeopleSoft Payables. This is a required field on the voucher. Each voucher entered into Payables must come from a valid origin. An origin identifies a specific entry point for online or batch entry, such as another system or a specific user. An origin also stores validation rules and default information, which provide additional voucher entry controls. |
Use these fields to map the TRC used for contractor time to a PeopleSoft General Ledger account value. The system populates this account value on the distribution line. The system populates all other ChartFields directly from the PeopleSoft Time and Labor transaction.
Note. Use this page if you are entering contractor time using PeopleSoft Time and Labor and want PeopleSoft Pay/Bill Management to generate vouchers in PeopleSoft Payables automatically based on the time reported. You do not have to set up this page if you are entering contractor time through PeopleSoft Payables (quick invoice entry method).
Time Reporting Code |
Select the TRC that you want to map. TRCs represent the level at which an organization tracks time to support all of its administrative and compensation needs. |
Account |
Select the expense account to which you want to book time reported against the TRC. |
You can use customer field definitions to capture additional billing-related information in the orders and assignments that you add to the system. Customer field definitions are templates of extra fields that you can capture when entering orders and assignments based on your customer's invoicing or reporting requirements. You can associate definitions with customers on a many-to-many basis and you can select a particular definition at the order level. In addition, you can map the values specified in the customer fields to billing fields and use them on invoices.
This section discusses how to:
Create customer field definitions.
Define valid customer field values.
Page Name |
Definition Name |
Navigation |
Usage |
Set Up Financials/Supply Chain, Product Related, Staffing, Customers, Customer Fields Definition |
Enter the customer fields that you want to be part of this definition and specify how they map to the user fields in the PeopleSoft Billing application. |
||
Click the Valid Values button on the Customer Fields Definition page. |
Define valid customer field values by entering values for a prompt list that can be validated against if the Validate check box is selected on the Customer Fields Definition page. |
Access the Customer Fields Definition page (Set Up Financials/Supply Chain, Product Related, Staffing, Customers, Customer Fields Definition).
Definition ID |
Displays the customer field definition ID that you entered when creating the definition. |
Effective Date |
Select the date on which the definition is effective. |
Status |
Select the current status of this definition: Active or Inactive. |
User Definition
Customer Field Name |
Enter a description of the field in the customer's terms, such as Customer Cost Center Number or Customer Supervisor Name. |
Required on Project |
Select this check box if a value is required at the project or order level. |
Required on Activity |
Select this check box if a value is required at the activity or assignment level. |
Validate |
Select to ensure that the system verifies that the value entered in the Description field (for the customer field name) in the Order and Assignment components is from the list of valid values that you create in the Valid Values list. |
Valid Values |
Click to enter valid values for a prompt list that can be validated against if the Validate check box is selected. Examples include items that are specific to the customer, such as supervisor names or cost center codes. |
System Definition
System Field Name |
Select the field in the PeopleSoft Billing application that is populated with this value in the billing interface tables. |
Length |
Displays the length of the value as defined by the database. |
Minimum Length and Maximum Length |
Enter the minimum and maximum lengths. These fields are informational only, but you can leverage them to create custom validations for your customer field definitions. |
Edits
Edit Mask and Long Description |
These fields are informational only, but you can leverage them to create custom validations for your customer field definitions. |
Access the Customer Field - Valid Values page (Click the Valid Values button on the Customer Fields Definition page).
Customer Field |
Displays the field name in the customer's terms. For example, a customer might refer to departments as cost centers. |
Field Name |
Displays the system field in the PeopleSoft Billing application to which you want the customer field mapped. |
Length |
Displays the length of this value as defined by the database. |
Customer Fields Definition |
Click to return to the Customer Fields Definition page. |
Customer Specified Value |
Enter the valid values for this customer field. |
Default |
Select to set one value as the default for this customer field. |
The margin represents the amount of money that you make for every hour that a person works. Set up margin indicators by job code to indicate at what percentages the system triggers caution and critical warning indicators on the Assignment page. The margin calculation on the Assignment page subtracts costs from the bill rate, divides by the bill rate, and then multiplies by 100. Costs take into account pay rate, overhead costs, and workers' compensation premiums.
This section discusses how to set up job code margin indicators.
See Also
Page Name |
Definition Name |
Navigation |
Usage |
Set Up Financials/Supply Chain, Common Definitions, Resources Data, Jobcodes, Billing Calculation |
Set up percentages for the caution and critical margin indicators that appear on the Assignment page. |
Access the Billing Calculation page (Set Up Financials/Supply Chain, Common Definitions, Resources Data, Jobcodes, Billing Calculation).
Standard Margins
Enter a margin percentage at which the system triggers a caution warning for an assignment. This indicates that the margin is below normal levels and changes the status of the rate row in the assignment to Yellow. For example, to designate the caution margin at 25 percent, enter 25. |
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Enter a margin percentage at which the system triggers a critical warning for an assignment. This indicates that the margin is at an unacceptable level and changes status of the rate row in the assignment to Red. For example, to designate the critical margin at 15 percent, enter 15. |
If you are setting up PeopleSoft Pay/Bill Management without PeopleSoft Staffing Front Office, or PeopleSoft Pay/Bill Management and PeopleSoft Staffing Front Office, you set up workers' compensation information in the PeopleSoft HCM database. If you are setting up PeopleSoft Staffing Front Office without PeopleSoft Pay/Bill Management, you set up workers' compensation information in the PeopleSoft Financials database.
This section discusses how to:
Set up workers' compensation companies.
Associate workers' compensation codes with a state.
Associate workers' compensation codes with a job code.
Set up workers' compensation rates.
See Also
Processing Workers Compensation
PeopleSoft Human Resources PeopleBook: Administer Workforce, "Increasing the Workforce"
Access the Workers' Comp Company Setup page (Set Up Financials, Product Related, Staffing, Payroll, Workers' Comp Company Setup).
Status |
Select Active or Inactive. |
Enter the factor to apply to workers' compensation premium calculations above and beyond specific workers' compensation rates. |
|
Journal Template |
Select the journal template to use when creating journal entries for workers' compensation premiums. Note. This field is applicable only when PeopleSoft Pay/Bill Management is installed. |
Access the Workers' Comp State Codes page (Set Up Financials/Supply Chain, Product Related, Staffing, Payroll, Workers' Comp State Codes).
Note. Oracle recommends that a workers' compensation specialist set up the information in this table.
Status |
Select Active or Inactive. |
Workers' Comp Code |
Enter the actual workers' compensation code to associate with the state. |
Description |
Enter the name of the workers' compensation code. |
Short Description |
Enter a short description for this workers' compensation code. |
In this group box, enter the earnings codes, and specify an earnings rate for those earning codes that are subject to workers' compensation premiums. This grid is available only in the PeopleSoft HCM database.
Earnings Code |
Select the actual earnings code to associate with the state. |
Description |
Displays the associated earnings code description. |
Earnings Rate |
Select the earnings rate to associate with the state. Values include: Exclude Earnings Code, Full, One Half, and Two Thirds. These values represent the percent of an hour to which the workers' compensation rate applies. |
Note. If you select a rate type of Percentage on the Workers' Comp Rates page, you must enter all earnings codes on the Workers' Comp State Code page to be used in the Workers Compensation Premium Calculation process. If you fail to enter an earnings code on this page, the code will not be part of the workers' compensation process.
Access the Workers' Comp by Job Code page (Set Up Financials/Supply Chain, Product Related, Staffing, Payroll, Workers' Comp by Job Code).
Job Code |
Displays the unique code that you associate with a specific job in the organization. |
Status |
Select Active or Inactive. |
Workers' Comp Code |
Select a workers' compensation code for a chosen country and state. This action relates the job code to a specific workers' compensation code for a specific country and state. Enter a row for each country and state combination in which you conduct business. When a code is selected, the system displays the associated code description. |
Access the Workers' Comp State Rates page (Set Up Financials/Supply Chain, Product Related, Staffing, Payroll, Workers' Comp State Rates).
Status |
Select Active or Inactive. |
If you have a company factor to be applied to premiums in this state, enter the value here. This value overrides the company modifier. |
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Select to override the modifier with a value of 1. This results in the modifier having no effect on the workers' compensation calculation. |
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Expense Account |
Select the general ledger account for the system to use in journal entries for workers' compensation premium expenses. Note. This field applies only when PeopleSoft Pay/Bill Management is installed. |
Liability Account |
Select the general ledger account for the system to use in journal entries for workers' compensation premium liabilities. Note. This field applies only when PeopleSoft Pay/Bill Management is installed. |
Workers' Comp Code |
Select a workers' compensation code for this state. The system displays the associated description for the code. |
Rate Type |
Select a rate type: Per Hour or Percentage. |
Base Rate |
Enter a base workers' compensation rate. For percentage rate types, enter the rate as a number (not percent). For example, for a rate of 3.5 percent, enter 3.5 in the rate field. For per hour rate types, enter the amount to be applied per hour in decimal format. For example, for a rate of 3.5 percent per hour, enter 0.035 in the rate field. |
A fall off indicates that a candidate did not begin or complete a career placement that he or she accepted. When PeopleSoft Pay/Bill Management is installed in addition to PeopleSoft Staffing Front Office, when a fall off occurs, a credit is automatically created for the customer in the PeopleSoft Billing application.
This section discusses how to set up fall off terms.
Page Name |
Definition Name |
Navigation |
Usage |
Set Up Financials/Supply Chain, Product Related, Staffing, Orders, Fall Offs |
Define a list of terms to indicate why a candidate did not begin or complete a career placement that he or she accepted. |
The PeopleSoft Staffing Front Office PeopleBook discusses setting up fall off terms.
PeopleSoft Pay/Bill Management is designed on the premise that HR departments match up to GL departments in value in a 1:1 relationship. That is, payroll costs for employees working in one department are booked against the department ChartField with the same value as the HR department.
You set up departments using the PeopleSoft HRMS PeopleBooks.
See Configuring the PeopleSoft Pay/Bill Management System.
PeopleSoft Staffing Front Office and PeopleSoft Pay/Bill Management share the same department security setup. You set up department security using the PeopleSoft Staffing Front Office PeopleBook.
See Setting Up Security.
See Also
This configuration is shared between PeopleSoft Staffing Front Office and PeopleSoft Pay/Bill Management. Use the PeopleSoft Staffing Front Office PeopleBook to set up these options.
See Defining Staffing Installation Options.
You must set up some staffing installation options using the HCM database.
This section discusses how to set up installation options in the HCM database.
Page Name |
Definition Name |
Navigation |
Usage |
HCM database Set Up HRMS, Product Related, Staffing, Installation Options, Staffing Installation |
Set up staffing installation options for HCM considerations. |
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Configure Staffing Group Timesheet |
FO_PREPOP_CNFIG |
HCM database Set Up HRMS, Product Related, Staffing, Installation Options, Staffing Installation |
Allows administrators to specify the configuration of criteria needed to create a new Staffing Group Timesheet session. |
Access the Staffing Installation page (Set Up HRMS, Product Related, Staffing, Installation Options, Staffing Installation).
Action and Reason Code |
When assignments are created, PeopleSoft Pay/Bill Management determines whether a new employee job record needs to be created by comparing the following HCM fields specified in the assignment against those of the existing employee job records: HR Business Unit, Company, Department, and Paygroup. If the values of these fields in the assignment are the same as those of an existing job record and if that job record is not being used by another concurrent assignment, Pay/Bill Management reuses the existing job record. However, even if an existing job record is reused, PeopleSoft Pay/Bill Management may insert an effective dated record for that existing job in case other HCM fields in the assignment are different from the values in that existing job (such as tax location code or job code). If such an effective-dated record is created, the system uses the action and reason code that you specify here to populate that record. |
Remove rapid time prompts |
PeopleSoft Pay/Bill Management uses the core PeopleSoft Time and Labor rapid time records to record time. However, these records are delivered without prompts. If you want prompts to be available in the Staffing Rapid Time component, once you install PeopleSoft Pay/Bill Management, click the Create rapid time prompts button. You need to do this only once unless a fix redelivers the rapid time records. To remove the prompts, click the Remove rapid time prompts button. We deliver PeopleSoft Pay/Bill Management without prompts. Note. If the prompts have been removed, the Create Rapid Time Prompts button appears instead. |
Access the Configure Staffing Group Timesheet page (Set Up HRMS, Product Related, Staffing, Installation Options, Configure Group Timesheet)..
Select each applicable field to specify which fields appear to a user when they create a new Staffing Group Timesheet session. The Group ID, Time Period ID, Start Date, End Date, and Rapid Time Template checkboxes are selected by default and cannot be edited.
This configuration is shared between PeopleSoft Staffing Front Office and PeopleSoft Pay/Bill Management. Use the PeopleSoft Staffing Front Office PeopleBook to set up these preferences.
See Setting Up User Preferences.
This configuration is shared between PeopleSoft Staffing Front Office and PeopleSoft Pay/Bill Management. Use the PeopleSoft Staffing Front Office PeopleBook to set up these order types.
See Creating User-Defined Order Types.