PeopleSoft Global Payroll for United States 9.1 PeopleBook

Defining Country Data

This chapter discusses:

PeopleSoft Global Payroll core functionality in the U.S.
PeopleSoft HCM setup considerations.
Organizational and processing frameworks.
Users, roles, and permission lists.
How to define installation settings.
How to define the relationship between reports, report setup data, and list sets.
How to view delivered elements.

Understanding Global Payroll Core Functionality in the U.S.

This section discusses:

Payment keys
Retroactivity
Segmentation
Rounding rules
Triggers

Note. Suffixes that are used in PeopleSoft Global Payroll for United States are discussed in this PeopleBook.

Payment Keys

Payment keys are used with forwarding retroactivity to keep deltas separate in the current pay period. When a payment key exists for recalculated periods and deltas are forwarded to the current period, the system runs a separate gross-to-net calculation for that payment key, thereby creating an additional GP_PYE_SEG_STAT record.

PeopleSoft Global Payroll for United States uses Company as a payment key.

See Also

Defining Retroactive Processing

Retroactivity

In PeopleSoft Global Payroll for United States, the default retroactive method is forwarding. Using this method, the system creates deltas for each earning, deduction, and segment accumulator recalculated in a prior period, and forwards the deltas to the current period.

See Introducing the Core Application Architecture.

The system generates a retroactive trigger every time you enter a change for the following data:

Pay rate changes.
Absences.
Positive input.
Earning and deduction assignments.
Schedule assignments.
Employee actions such as hire, terminate, or transfer.
Standard hours changes.
Company changes.
Department changes.
Pay system changes.
Pay group changes.
Eligibility group changes.
Holiday changes.
Grade changes.

See Defining Retroactive Processing.

Segmentation

You can segment components of pay based on events such as changes to compensation, employee status, or a job during a pay period. For example, you can set up the system to trigger segmentation of earnings results on the payslip when a change is made to an employee's job data in PeopleSoft HCM.

Global Payroll provides two types of segmentation:

Period segmentation (full segmentation).
Element segmentation (slice segmentation).

Period segmentation occurs when more than one gross-to-net calculation is required. Element segmentation occurs when employee data changes in midperiod, requiring the affected elements to be calculated on either side of the date of change.

In PeopleSoft Global Payroll for United States, period segmentation occurs as a result of:

Company changes.
Pay group changes.
Pay system changes.
Employee actions, such as hires, terminations, transfers, and additional jobs.

Element segmentation occurs as a result of:

Pay rate changes.
Standard hours changes.
Department changes.

See Also

Defining Segmentation

Rounding Rules

In Global Payroll, you can apply rounding to any component of an earning or deduction, the resolved amount of an earning or deduction, or within a formula. Rounding is applied to each of the components first before the resolved amount is rounded. Rounding is applied after proration rules are applied.

PeopleSoft Global Payroll for United States delivers these rounding rules:

Data to Be Rounded	Rule
Compensation	For internal calculations, use six decimal places, but always resolve to two decimal places.
Hourly Rates	Always store hourly rates six decimal places.
Garnishments	For internal calculations, use six decimal places, but always resolve to two decimal places.
Taxes	For internal calculations, use six decimal places, but always resolve to two decimal places.
All Other Deductions	Calculate and resolve to six decimal places.
Net pay	Calculate and resolve to two decimal places.

See Also

Defining Rounding Rule Elements

Triggers

Triggers are used to detect online changes to data that should result in some type of system action.

Global Payroll provides three types of triggers:

Iterative: Tells the system to process (or reprocess) an employee in the current period.
Segmentation: Tells the system to segment a period or element.
Retro: Tells the system to perform retroactive processing.

In PeopleSoft Global Payroll for United States, an iterative trigger must be defined for each table containing retroactive or segmentation triggers.

Two segmentation events are delivered with PeopleSoft Global Payroll for United States. One is for full segmentation and the other is for element segmentation.

Two retroactive events are delivered with PeopleSoft Global Payroll for United States. One is for corrective retro processing and the other is for forwarding retro processing.

In addition, PeopleSoft Global Payroll for United States uses mass trigger functionality. This functionality enables you to generate employee payroll triggers based on changes to setup tables. Mass triggers are specified for a certain record on a certain component. A SQL object defines the population affected by the setup table change. After the affected employees are determined, you can review the trigger details before accepting the changes.

PeopleSoft Global Payroll for United States delivers mass triggers for benefit-related tables.

See Also

Setting Up Triggers

Setting Up Benefit Deductions

Understanding PeopleSoft HCM Setup Considerations

To successfully set up PeopleSoft Global Payroll for United States, you need to enter data in PeopleSoft HCM tables. This data includes:

Company Information

In PeopleSoft Global Payroll for United States, the EIN (employer identification number) is defined at the company level. Set up company information on the Company table in PeopleSoft HCM for each federal EIN.

You also need to enter payroll-specific company information on the Pay Entity page in Global Payroll if your pay entity is the same as your company.

See Entering Company Information.

See Defining Pay Entities.

See Setting Up Taxes.
Source Bank Accounts Information

When you select USA as the country code on the Source Bank Account page, you need to define additional information regarding prenotes for the source bank.

See Setting Up Banks and Bank Branches.
Person Checklist Information

To ensure that a payee is set up properly, PeopleSoft HCM provides a person checklist. To see what setup is needed for payees in PeopleSoft Global Payroll for United States, navigate to Workforce Administration, Personal Information, Organizational Relationships, Person Checklist and enter K1GPAY in the Checklist field. A checklist for PeopleSoft Global Payroll for United States payees appears. The Person Checklist page provides links to key PeopleSoft Global Payroll for United States setup pages. In particular, the Maintain Tax Profile setup is important. The Tax Profile page must be set up for all payees for taxes to be calculated correctly.

See Creating Checklists.

See Maintaining Payee Tax Information.

Understanding Organizational and Processing Frameworks

This section discusses:

Organizational framework for PeopleSoft Global Payroll for United States.
Processing framework for PeopleSoft Global Payroll for United States.

Organizational Framework for PeopleSoft Global Payroll for United States

This diagram depicts the organizational framework for PeopleSoft Global Payroll for United States:

Organizational framework for PeopleSoft Global Payroll for United States

Processing Framework for PeopleSoft Global Payroll for United States

This diagram depicts the processing framework for PeopleSoft Global Payroll for United States:

Processing framework for PeopleSoft Global Payroll for United States

Understanding Users, Roles, and Permission Lists

This section discusses:

Users in PeopleSoft Global Payroll for United States.
Roles in PeopleSoft Global Payroll for United States.
Permission lists in PeopleSoft Global Payroll for United States.

Users in PeopleSoft Global Payroll for United States

PeopleSoft Global Payroll for United States delivers these user IDs:

User	Add or Modify
HCRUSA_GP	Add
PS	Modify

Roles in PeopleSoft Global Payroll for United States

PeopleSoft Global Payroll for United States delivers the GP Administrator USA role.

Permission Lists in PeopleSoft Global Payroll for United States

Permission lists enable you to access system pages and processes. Several kinds of permissions are used in PeopleSoft HCM, including:

Primary permissions.
Component permissions.
Data permissions.
Standard permissions.

PeopleSoft Global Payroll for United States delivers these permission lists:

Permission List	Type of Permission	Add or Modify	Description
HCPPALL	Primary	Modify	Primary List: All Countries
HCPPUSA	Primary	Modify	Primary List: USA
HCCPGPUSA	Component	Add	Component Permission List: GPUSA
HCDPUSA	Data	Modify	Data Permission USA

Defining Installation Settings

To define installation settings for the United States, use the Installation Settings USA (GPUS_INSTALLATION) component.

This section discusses how to define installation settings for PeopleSoft Global Payroll for United States.

Page Used to Define Installation Settings

Page Name	Definition Name	Navigation	Usage
Installation Settings USA	GPUS_INSTALLATION	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, System Settings, Installation Settings USA, Installation Settings USA	Specify payee-level tax and banking defaults at the time of installation for PeopleSoft Global Payroll for United States.

Defining Installation Settings for PeopleSoft Global Payroll for United States

Access the Installation Settings USA page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, System Settings, Installation Settings USA, Installation Settings USA).

Tax Location

Populate Payee Tax Data

Select if you want the system to create default tax data rows in certain situations. For example, a payee changes departments and the department is set up with a default tax location.

See Setting Up Taxes.

Prenotification

Define payee-related prenotification information that is required for banking.

Prenote Process Allowed

Select if you want the prenote process to run automatically for payees. If you select this check box, the Prenote Information link becomes available on the Maintain Bank Accounts page.

Payee Prenote Required

Select to indicate that banking prenotification is required at the payee level. The Payee Prenote Required check box is available for selection only if you select the Prenote Process Allowed check box. If you select this check box, the Prenotification Required check box on the Bank Prenote Information USA page is automatically selected.

Note. The prenotification process is discussed in this PeopleBook.

See Defining Banking.

Last Correspondence ID

Correspondence ID

Track the last correspondence ID used for garnishments.

Defining the Relationship Between Reports, Report Setup Data, and List Sets

To define the relationship between reports, report setup data, and list sets, use the Define Payroll Reports USA (GPUS_RPT_SETUP) component.

This section provides an overview of the relationship between reports, report data setup, and list sets, and explains how to define that relationship.

Understanding the Relationship Between Reports, Report Setup Data, and List Sets

For each United States-specific report created by means of the Report Data Generation process, you can:

Define a job name.

The Application Engine program that prepares report data accesses the table PSPRCSRQST to retrieve the job in which it is run.
Associate the report data defined on the Define Report Data and Report Data Process Details pages with the job.
Associate each job with the list set defined for it on the Define List Set (GP_ELN_SET) component.

List sets enable you to define groups of elements and their attributes to associate with an application such as a report or other process.
In addition, for tax reports, you can define the jurisdiction type (state or federal), and for payslips you can define temporary tables to store payslip data.

Note. The setup steps described here enable you to store information required by some reports or processes rather than hard-coding the data. Note that this setup is defined by job (Job Name) and not by process. This enables you to define generic processes that generate different results based on the job (a job is a set of processes).

Note. You are not required to complete these setup steps in all cases. These setup steps are an extension of the job process definition provided by PeopleTools. PeopleSoft Global Payroll for United States uses these steps to store additional information with each job definition. The setup steps and fields described here are not required: some jobs are defined without report data, and others are defined without applications or list sets.

Page Used to Define the Relationship Between Reports, Report Data Setup, and List Sets

Page Name	Definition Name	Navigation	Usage
Define Payroll Reports USA	GPUS_RPT_SETUP	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Reports, Define Payroll Reports USA, Define Payroll Reports USA	Define parameters used by the payroll report jobs.

Defining the Relationship Between Reports, Report Setup Data, and List Sets

Access the Define Payroll Reports USA page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Reports, Define Payroll Reports USA, Define Payroll Reports USA).

Job Name

Process Job Name

Enter the job name for the report.

Report Data

Report Data

Select the report data to associate with the job name.

You define report data on the Define Report Data and Report Data Process Details pages.

List Set

Application and List Set

Specify the application and list set associated with the job.

Applications and list sets are defined on the Define Application and Define List Set pages.

Tax Reports

For tax reports, identify whether the report is a state or federal report.

Payslip

Identify the temporary tables used to hold the payroll results data published in the payslip.

See Also

Generating Report Data

Managing Applications and List Sets

Viewing Delivered Elements

This section discusses:

Delivered sections.
Delivered process lists.

Delivered Sections

This table lists the delivered sections for the United States:

Section	Description
INITIALIZATION	Initialization
GENERAL EARNINGS	General earnings
DEDUCTIONS	Deductions
LOANS	Loans
ABSENCES	Absence earnings
ABSENCES ENTITL	Absence entitlements
TAX INITIALIZATION	Tax initialization
FEDERAL TAX EE	Federal tax employee
FEDERAL TAX ER	Federal tax employer
GARNISHMENTS	Garnishments
401K DED	401K deduction
BASIC LIFE DED	Basic life deduction
BEN DED INIT	Benefit deductions initialization
DENTAL DED	Dental deduction
HEALTH INIT	Health plans initialization
LIFE INIT	Life plans initialization
MEDICAL DED	Medical deduction
SAVINGS INIT	Savings plan initialization
SPOUSE LIFE DED	Spouse life deduction
SUP LIFE DED	Supplemental life deduction
HOLIDAY SEC	Holiday
INIT ABSENCE	Initialization absences
SAVING BOND	Purchase savings bond Note. The current effective-dated row for this section is inactive.
STATE TAX EE	State tax employee
STD DED PRC NPV	Standard deductions percent (net processing validation)
PAYROLL GUIDE	Payroll report guide
GRN PRORATION1	Garnishment proration
GRN PRORATION2	Garnishment proration
BONUS AND OVERTIME	Bonus and overtime
SPL DED PRC G NPV	Special deduction percent with garnishments (net processing validation)
SPLD DED PRC NG NPV	Special deduction percent no garnishments (net processing validation)
PSLP MESSAGES	Payslip messages
ABSENCES TAKES	Absence takes

Delivered Process Lists

This table lists the delivered process lists for the United States:

Process List	Description
USA STD PAYROLL	Standard payroll process
USA STD ABSENCE	Standard absence process
USA SEP PAYROLL G	Separate payroll with garnishments
USA SEP PAYROLL NG	Separate payroll no garnishments

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