PeopleSoft Global Payroll for Thailand 9.1 PeopleBook

Setting Up Payslips

This document provides an overview of payslips, and discusses how to:

Create payslip templates.
Attach payslip templates to pay groups.
Identify the FTP URL used for storing PDF files.
Create payslip messages.
Describe the processes in payslip jobs.
View payslip online.

Understanding Payslips

The payslip feature of Global Payroll for Thailand enables you to create and control payslips so that they display the appropriate data 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.

The following diagram describes the process for creating and viewing payslips:

Payslip Creation and View Process

Viewing Delivered Elements

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

Creating Payslip Templates

To create payslip templates, use the Templates THA (GPTH_PSLP_SETUP) component.

This section provides an overview of payslip templates and discusses how to:

Set up payslip templates and accumulators.
Set up payslip earnings and deductions.
Set up payslip absence details.

Understanding Payslip Templates

When designing payslips, you can:

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

Pages Used to Create Payslip Templates

Page Name	Definition Name	Navigation	Usage
Accumulators	GPTH_PSLP	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Templates THA, Accumulators	Set up delivery and print exclusion options, column headings (labels), and column contents (rows of accumulators).
Earnings and Deductions	GPTH_PSLP1	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Templates THA, Earnings and Deductions	Create sections of earnings and deductions, select from three description options, and set the element components (from the calculation rule) that the payslip displays.
Absence Details	GPTH_PSLP2	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Templates THA, Absence Details	Add absence entitlements and absence pro rata elements. The payslip displays the current balance of the entitlement or pro rata.

Setting Up Payslip Templates and Accumulators

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

Note. Select the tabs in the Accumulator Elements scroll area to access additional views of this page. Fields that are common to all views are documented first.

Payslip ID

Select an ID to attach a single template to multiple pay groups. Only one template can be attached to a pay group at any one time.

Payslip Template Definition

Delivery Option

Determines where the hardcopy payslips are sent. Select from a list of internal type addresses, such as department or location, or external addresses, such as home address or mail address, which are recorded in the payee's personal data record.

Use the Payee Payslip Overrides page to override the delivery destination of the printed payslip from the default delivery option that you select here. The Payee Payslip Overrides page is effective-dated to enable you to override the delivery option for a period of time.

Exclude Printing

Select Location or Department to exclude the printing of specific departments or locations on your payslips. The corresponding links then become available and enable you to select the specific departments or locations that you don't want to display on the payslips during the print process. You can select multiple locations or departments.

If you want to print a location or department that you previously excluded, you can override this on the Create/Print Payslips THA page before you run the print process.

Note. If you enter a pay entity as the reprint option on the Create/Print Payslips THA page and you exclude a location that is part of that pay entity, it is not printed.

Accumulator Labels

Enter the column heading labels for the accumulators that appear across the page on the printed payslip.

Accumulator 1 to 3 tab

Access the Accumulators 1 to 3 tab.

Sequence

Enter a sequence number to set the order in which the accumulators appear. They appear in ascending order.

Description

Enter a description of each accumulator row.

Accumulator 1, Accumulator 2, and Accumulator 3

Select the accumulators to display for the corresponding column. Accumulator 1 values appear under the column 1 label, accumulator 2 values appear under the column 2 label, and so on.

For example, you might have already have entered a description of sequence 1 and 2 as current and year to date. If you also want to display quarter-to-date accumulated amounts, you must create a new row, give the new row the description value of QTD, and select the accumulators that correspond to the column headings (labels).

Accumulators 4 to 6 Tab

Access the Accumulators 4 to 6 tab.

Set up accumulators 4 to 6 on this tab. This is the same as the Accumulators 1 to 3 tab, except that it does not have sequence or description fields because the same sequence number and description apply to all six accumulators in the row.

Setting Up Payslip Earnings and Deductions

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

Description

You can create and name an unlimited number of sections. Create each section by entering a sequence number for it and a name, such as earnings.

You can determine the sequence for the individual earnings and deductions elements that appear under these sections.

Element Details Tab

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

Select these check boxes to have the year-to-date units and amounts for each element appear in the payment details region under the Year to Date Values heading.

Element Components Tab

Description Type and Description

You can create a custom description for each element.

Select the following values for each element:

Custom.

A field becomes available that enables you to change the default name of the element. For example, Basic Salary 1.
Description.

The default element description appears. For example, Basic Salary.
Element Name.

The default system element name appears.

Print Base, Print Percentage, Print Rate, and Print Unit

These check boxes represent the components of the calculation rule for the element. Select the components to show for each earnings or deduction on the component. You can select only the components that are in the calculation rule for the element.

For example, for earnings with the calculation rule unit * rate, only the unit and rate check boxes are available for entry.

If the component is not in the calculation, the check box is deselected and not available for selection.

Note. The amount always appears, so it is not an option here.

Setting Up Payslip Absence Details

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

Select the absence elements to display in the absence section of the payslip and the sequence in which these elements appear.

Use this page the same way that you use the Earnings and Deduction page. Enter a sequence number and an element name, and select one of three description types.

Attaching Payslip Templates to Pay Groups

To attach payslip templates to pay groups, use the Link to Pay Group THA (GPTH_PYGRP_PSLP) component.

This section discusses how to attach payslip IDs to pay groups.

Page Used to Attach Payslip Templates to Pay Groups

Page Name	Definition Name	Navigation	Usage
Link to Pay Group THA	GPTH_PYGRP_PSLP	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Link to Pay Group THA, Link to Pay Group THA	Attach the payslip template to pay groups.

Attaching Payslip IDs to Pay Groups

Access the Link to Pay Group THA page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Link to Pay Group THA, Link to Pay Group THA).

One company may have many pay groups, and each pay group will have just one payslip template. However, a payslip template can be attached to many different pay groups. You can define as many payslip templates as you need.

Payslip ID

After you create the payslip template, attach the template to pay groups.

Note. You can only attach one template to a pay group at one time.

Identifying the FTP URL Used for Storing PDF Files

In order to print payslips, define the URL identifier for the server that will store the individual PDF files.

Page Used to Set Up URL

Page Name	Definition Name	Navigation	Usage
URL Maintenance	URL_TABLE	PeopleTools, Utilities, Administration, URLs, URL Maintenance	Stores URL addresses.

Defining a URL Address for Storing PDF Files

Access the URL Maintenance page (PeopleTools, Utilities, Administration, URLs, URL Maintenance).

Using the URL Maintenance page, define the URL Identifier for the server that will store the individual PDF files. The URL Identifier that is used for payslips is GP_SS_PSLP_FTP by default; however, if you are creating your own URL identifier, you must update the Self Service Payslip Options page with the new URL identifier.

Creating Payslip Messages

To create payslip messages, use the Messages THA (GPTH_PSLP_MSG) component.

This section discusses how to create payslip messages.

Page Used to Create Payslip Messages

Page Name	Definition Name	Navigation	Usage
Payslip Messages	GPTH_PSLP_MSG	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Messages THA, Payslip Messages	Create payslip messages and control who receives the messages.

Creating Payslip Messages

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

You can configure text messages that appear on payslips and select the recipient level to which the message is distributed. You can select the following recipient levels:

All employees who are identified in the calendar group.
All payees who are associated with a group build ID.
Employees who are in a specific employee list.

Message Number

Enter the message ID that the system uses to receive the correct message for the correct payees. Arrays and formulas combine to retrieve the correct message. You can enter multiple numbers for multiple messages.

Message Level and Group ID

Select the recipient of the message. Choose from the following:

All

All payees that are identified in the calendar group.
Group

All payees that are included in a group that is built by using the Group Build Definition feature in PeopleSoft HCM (called VC Group Build in Variable Compensation). If you select this value, the Payee Message link becomes unavailable for selection and you can select a group ID.

The PSLP AR GRP BLD ID array extracts all employees that exist for the group build ID that might also exist for the calendar group ID. This array uses the processing formula PSLP FM EMP CHECK. The array extracts all employees from the Group Build results table (GB_GRP_RES_TBL).
Group List

All payees that are in a list that is built by using the Global Payroll Group List feature. If you select this value, the Payee Message link becomes available for selection.

Message

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

Note. The PSLP AR MSG array extracts the payslip message level and message. It uses the processing formula PSLP FM MSG, which retrieves the correct message for the correct calendar group ID. This array extracts all fields from the payslip message record (GPTH_PSLP_MSG) and writes the message to the writable array result table (GPTH_PSLP_RSLT). The writable array stores data from certain system elements, such as the pay period to and from dates and payslip messages.

Describing the Processes in Payslip Jobs

The Payslip page launches a Job (GPKKPYSL) containing two processes in sequence:

The Structured Query Report (SQR) GPTHPY01 prints the payslip report and provides self service related information for ePay 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 will report that ePay has not been licensed and will complete with success.

Note. Before you can browse payslips in self-service, you must run the payslip process to generate a payslip file.

Page Used to Create and Print a Payslip

Page Name	Definition Name	Navigation	Usage
Create/Print Payslips THA	GPTH_RUNCTL_PSLP	Global Payroll & Absence Mgmt, Payslips, Create/Print Payslips THA, Create/Print Payslips THA	Generates the payslip. Note. You must first define the calendar group ID to generate the payslip. All groups selected in the Group ID field are automatically recreated during the payroll run.

Page Name

Definition Name

Navigation

Usage

Create/Print Payslips THA

GPTH_RUNCTL_PSLP

Global Payroll & Absence Mgmt, Payslips, Create/Print Payslips THA, Create/Print Payslips THA

Generates the payslip.

Note. You must first define the calendar group ID to generate the payslip. All groups selected in the Group ID field are automatically recreated during the payroll run.

Printing Payslips

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

Calendar Group ID

Select the calendar group that you want to process.

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.

Sort Key 1, Sort Key 2, and Sort Key 3

You can set up to three sort keys from the following options: Department, Employee Name, Location, Not Applicable, Pay Entity, or Pay Group. If you select Not Applicable, the program prints payslips by employee ID.

View Payslips Online

In order to view payslips in self-service, you should associate the Employee ID and User ID.

Pages Used to View Payslips Online

Page Name	Definition Name	Navigation	Usage
View Payslips	GP_SS_EE_PSLP	Self Service, Payroll and Compensation, View Payslips, View Payslips	The employee selects the paycheck date to display the payslip as a PDF file. The employee can also instruct payroll whether to print a hard copy of the payslip.
User Profiles - General	USER_GENERAL	PeopleTools, Security, User Profiles, User Profiles, General	Create a user ID that the User Profiles Management process uses as a clone (model) when creating user profiles.

Creating a User Profile

Access the User Profiles - General page (PeopleTools, Security, User Profiles, User Profiles, General).

Add a new value to create a user ID or used the delivered example called SCC_MODEL.

Note. The Account Locked Out functionality is not cloned for the user profiles created in batch. When the user profiles are created, they are ready for the self-service users to access the site.

The system clones these fields to create the user profiles: Symbolic ID, Language Code, Navigator Homepage, Process Profile, Primary, and Row Security.

It is strongly recommended that you always select a symbolic ID, regardless of the role for which you are running the process. For example, if you are running the process using the role Prospects and you believe the role does not need a symbolic ID, consider that when prospects become applicants or students, they do need a symbolic ID. There is no background process to create one.

Enter a password and confirm it. These fields are required on this page, but the system does not clone the password when you create the new user IDs.

Calendar Group ID	Select the calendar group that you want to process.
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.
Sort Key 1, Sort Key 2, and Sort Key 3	You can set up to three sort keys from the following options: Department, Employee Name, Location, Not Applicable, Pay Entity, or Pay Group. If you select Not Applicable, the program prints payslips by employee ID.