This chapter provides an overview of interfaces with PeopleSoft HCM and Expenses and discusses how to:
Integrate with PeopleSoft HR Manage Variable Compensation.
Integrate with PeopleSoft Talent Acquisition Manager.
Integrate with PeopleSoft Stock Administration.
Integrate with PeopleSoft Expenses.
Integrate with PeopleSoft Absence Management.
Integrate with PeopleSoft Student Financials.
See Also
Integrating with PeopleSoft Time and Labor
Integrating with PeopleSoft General Ledger
Integrating with PeopleSoft Payables
PeopleSoft Enterprise Components PeopleBook
When you use the corresponding integration, you can load the following types of data directly into paysheets:
Monetary and nonmonetary awards (with the exception of stock).
Refunds for stock purchase contributions.
Taxes related to stock options.
Expense advances and reimbursements.
Absence Management payment.
Student Financials payment.
Load data into paysheets using the Load Paysheets Transactions PSJob process (PYLOAD). Both on-cycle and off-cycle processing is fully supported. Payroll performs gross-ups and issues payments in a separate check or consolidated check, according to the instructions that are entered in the source application. After a pay cycle is confirmed, with the exceptions of Stock Administration, Absence Management and Student Financials, you can send processed data back to the originating application, keeping records in all your applications complete and up-to-date.
Integration
Communication between Payroll for North America and Expenses and PeopleSoft HCM is accomplished through the use of PeopleSoft Integration Broker, which works in the background to quickly transfer data back and forth. Communication with Stock Administration, Absence Management, and Student Financials is accomplished through the use of shared tables.
This section provides an overview of the interface with the Manage Variable Compensation business process in PeopleSoft HCM, lists prerequisites, and discusses how to:
Validate or reject award data.
Load Manage Variable Compensation data into paysheets.
Notify Manage Variable Compensation of paid awards.
If you're using the Manage Variable Compensation business process in PeopleSoft HCM, you can load data for monetary awards and nonmonetary/nonstock awards into Payroll for North America before a pay run. Payment is always made in the currency that is associated with the employee's pay group.
The interface begins when the Manage Variable Compensation administrator publishes awards to Payroll for North America. The following procedure explains what to do after the records are sent:
Access Integration Broker Service Operations Monitor to confirm receipt of the award records.
Run the validation process from the Validate Variable Comp Awards page.
Load data into paysheets using the Load Paysheet Transactions process.
Run the rest of the payroll process and issue checks or advices.
Publish a verification of payment to the Manage Variable Compensation administrator using the Notify Var Comp of Payments page.
During the Process VC Awards Application Engine process (PY_200_VC), Payroll for North America validates the records, rejecting records that are not acceptable. The validation process publishes an acknowledgement of rejected or errored awards to the Manage Variable Compensation administrator. The administrator makes any corrections that are necessary and resubmits the revised records to payroll.
The following are the valid payroll rejection reason codes:
Invalid Earning Code.
Invalid Employee ID & Record#.
Invalid Currency Code.
Transaction already exists.
Amount Exceeds Payroll Maximum (If the converted value of the amount is longer than 8.2 digits, it should be split into smaller amounts).
Reject All − Requested by User.
After an award passes the validation process, it cannot be changed or canceled other than rejecting all records for the selected Variable Compensation plan ID and payout period ID.
You can view any error messages that are produced during the validation process through the Integration Broker Service Operations Monitor, though these messages are intended for the Manage Variable Compensation administrator. The administrator also receives an email notice if there are any errors.
Rejection of All Award Records
If the Manage Variable Compensation administrator submits the wrong set of awards records to payroll, use the Reject All option on the Validate Variable Comp Awards page to reject all records for a selected plan ID and payout period before running the Load Paysheets process. This prevents further processing of the data and should be used only at the request of the administrator.
The Notify Variable Compensation Application Engine process (PY_300_VC) publishes the following information to PeopleSoft HCM with a status of paid:
Employee ID and employee record number.
Variable compensation plan ID.
Variable compensation payout period.
Group Build group ID.
Variable compensation award payment date (pay period end date).
Before using the integration between Payroll for North America and the Manage Variable Compensation business process, configure the Integration Broker node and activate the appropriate queues, handlers, and routings for these service operations:
Service Operation |
Description |
VAR_COMP_PAYMENT_REQUEST |
The PeopleSoft HCM application publishes variable compensation award data to the PS_PYVC_RQT_SUB table for subscription by the Payroll for North America application. |
VAR_COMP_PAYMENT_ACKNOWLEDGE |
The Payroll for North America application publishes validation and payment data to the PS_PYVC_ACK_PUB table for subscription by PeopleSoft HCM. |
Note. To research the technical details of any integration point used by PeopleSoft applications, refer to the Interactive Services Repository on My Oracle Support.
See Working with Integration Points in HCM.
See Also
Interactive Services Repository in the Implementation Guide section of My Oracle Support.
PeopleTools: Integration Broker PeopleBook
Managing Awards Approval and Payout
Access the Validate Variable Comp Awards page (Payroll for North America, Payroll Distribution, Additional Integrations, Validate Variable Comp Awards, Validate Variable Comp Awards).
Reject Award Data for Plan ID |
Select this option only if you want to reject award data for a selected plan ID and payout period that has been sent by the Manage Variable Compensation administrator since you last ran the Load Paysheets process. You cannot save this page if any awards for the plan ID and payout period that you select in the next two fields have already been processed through payroll, regardless of the stage of payroll processing. |
Variable Compensation Plan ID |
This field appears only if you select the Reject Award Data for Plan ID check box. Select the variable compensation plan for which you want to reject awards. |
Payout Period ID |
This field appears only if you select the Reject Award Data for Plan ID check box. Select the payout period for which you want to reject awards. |
Access the Load Paysheet Transactions page (Payroll for North America, Payroll Processing USA, Create and Load Paysheets, Load Paysheet Transactions, Load Paysheet Transactions; Payroll for North America, Payroll Processing CAN, Create and Load Paysheets, Load Paysheet Transactions, Load Paysheet Transactions; or Payroll for North America, Payroll Processing USF, Create and Load Paysheets, Load Paysheet Transactions, Load Paysheet Transactions).
See Loading Paysheet Transactions.
Access the Variable Comp Payment Notif page (Payroll for North America, Payroll Distribution, Additional Integrations, Variable Comp Payment Notif, Variable Comp Payment Notif).
Pay Run ID |
Select the pay run ID that is associated with awards data that you want to send to PeopleSoft HCM. This process runs successfully only if on-cycle and off-cycle are confirmed for the selected pay run ID. If necessary, you can start this process more than once for the same pay run ID. |
This section provides an overview, lists prerequisites, and lists the page used to send notification of payment data to Talent Acquisition Manager.
If you're using the employee referral program functionality of Talent Acquisition Manager, you can load data for monetary awards and nonmonetary/nonstock awards into Payroll for North America before a pay run. Payment is always made in the currency that is associated with the employee's pay group. The earnings begin and end dates on the paysheet are set based on the on-cycle pay run or an off-cycle pay run selected on the run control page.
The interface begins when the employee referral program administrator publishes employee referral program awards to payroll. The following procedure explains what to do after the records are sent:
Check asynchronous services in the Service Operations monitor to confirm receipt of validated records.
Load data into paysheets using the Load Paysheet Transactions process.
Run the rest of the payroll process as usual and issue checks and advices.
Publish a verification of payment to the employee referral program administrator using the Notify Recruiting of Payment page.
Validation of Awards
The payroll system receives the employee referral program records, validates them, and posts a message on Integration Broker Service Operations Monitor to inform you that the records have arrived. Records that do not pass the validation for any of the following reasons are returned to the employee referral program administrator automatically so they can be corrected and resent:
Invalid Earning Code.
Invalid Employee ID & Record#.
Invalid Currency Code.
Transaction already exists.
Amount Exceeds Payroll Maximum (If the converted value of the amount is longer than 8.2 digits, it should be split into smaller amounts).
The eRecruit Payment Notification Application Engine process (PYER_NOTIFY) publishes the following information to Talent Acquisition Manager when awards have been paid:
Employee ID and employee record number.
Applicant ID.
Award amount.
If a paycheck has been reversed, the reversed amount is returned. Resources Talent Acquisition Manager is not notified if a paycheck is adjusted.
Award date.
Award currency.
Earnings code.
Department ID.
Gross-up indicator.
Separate check indicator.
If gross-up is requested, a separate paycheck is for the award.
Paycheck status.
Paycheck number and check date.
Before using the integration between Payroll for North America and Talent Acquisition Manager, configure the Integration Broker node and activate the appropriate queues, handlers, and routings for these service operations:
Service Operation |
Description |
PAYMENT_ERECRUIT_REQUEST |
Employee referral programs publish award data to the PYER_RQT_SUB staging table where Payroll for North America subscribes. |
PAYMENT_ERECRUIT_ACKNOWLEDGE |
Payroll for North America validates the requested awards and publishes the results of validation to the PYER_ACK_PUB staging table, where Talent Acquisition Manager subscribes. |
PAYMENT_ERECRUIT_ISSUED |
Payroll for North America publishes notification of payment to the PYER_ISS_PUB staging table, where Talent Acquisition Manager subscribes. |
Note. To research the technical details of any integration point used by PeopleSoft applications, refer to the Interactive Services Repository on My Oracle Support.
See Also
Interactive Services Repository in the Implementation Guide section of My Oracle Support.
Working with Integration Points in HCM
PeopleTools: Integration Broker PeopleBook
Approving and Paying Referral Awards
Page Name |
Definition Name |
Navigation |
Usage |
Load Paysheet Transactions |
RUNCTL_PSHUP |
|
Load employee referral award data into paysheets after receiving the data from Talent Acquisition Manager. |
Notify Recruiting of Payment |
PRCSRUNCNTL |
Payroll for North America, Payroll Distribution, Additional Integrations, Notify Recruiting of Payment, Notify Recruiting of Payment |
Run the eRecruit Payment Notification (PYER_NOTIFY) application engine process to populate the staging table PYER_ISS_PUB with employee referral program payment data and publish the payment notification. |
This section provides an overview of the integration with Stock Administration and lists the pages used to administer the interface with Stock Administration.
Integration with Stock Administration is accomplished through table sharing.
Loading Refunds to Stock Purchase Contributions
To load data for refunds to stock purchase contributions:
Confirm that your Stock Administration administrator has prepared the refund data.
Before you initiate the load process, check with your administrator to ensure the refund data has been generated.
Use the Load Paysheets process to load data into the paysheets.
Run the rest of the payroll process as usual.
Calculating Taxes for Stock Options
Stock Administration enables users to calculate the taxes that result from the exercise of stock options. The Stock Administration administrator clicks the Calculate Taxes button on the Exercise Taxes page and the employee's tax liability is calculated by Payroll for North America and displayed on the Exercise Taxes page.
Loading Tax Data for Exercised Stock Options
To load tax data for exercised stock options:
Confirm that your Stock Administration administrator has sent the tax data to Payroll for North America.
After the administrator is satisfied with the tax amounts that appear in the Stock Administration system's Exercise Taxes page, the administrator clicks the Update Payroll button to send the tax data to Payroll for North America. Before you initiate the load process, check with the administrator to ensure the tax data has been sent.
Use the Load Paysheets process to load tax data into the paysheets.
Run the rest of the payroll process as usual.
The payroll system updates the employee's balances, but does not issue a check.
See Also
Page Name |
Definition Name |
Navigation |
Usage |
Load Paysheet Transactions |
RUNCTL_PSHUP |
|
Load Stock Administration data into paysheets. Use after you receive data from Stock Administration. |
This section provides an overview of the interface with Expenses, lists prerequisites, and lists the pages used to notify Expenses.
See Also
PeopleSoft Expenses PeopleBook
When you use the Expenses with Payroll for North America interface, you can pay approved expense advances and reimbursements in on-cycle or off-cycle pay runs. Payroll for North America processes the unique taxation and reporting requirements of each type of reimbursement based on the transactions that are received from Expenses. The earnings code indicates the tax status of each payment.
The interface begins when someone enters a request in Expenses to send expense data to payroll. The following procedure explains what to do after the records are sent:
Check Integration Broker Service Operations Monitor to confirm receipt of records.
Load data into paysheets using the Load Paysheet Transactions process.
Run the rest of the payroll process.
If you use PeopleSoft General Ledger interface, you must generate and load accounting lines after the pay run is confirmed.
Publish payment data back to Expenses using the Expenses Payment Notification page.
The payroll system receives the expense records, validates them, and posts a message on Integration Broker Service Operations Monitor to inform you that the records have arrived. Records that do not pass the validation for any of the following reasons are returned to Expenses automatically so that they can be corrected and resent:
Invalid Earning Code.
Invalid Employee ID & Record#.
Invalid Currency Code.
Transaction already exists.
Expenses Sheet in Error (If an Empl ID/Empl Rcd # has one or more error in the Expense Document ID, Expense Document Type being processed).
Amount Exceeds Maximum (If the converted value of the amount is longer than 11.2 digits, it should be split into smaller amounts).
Rules for Processing
Processing rules for expenses are as follows:
If gross-up instructions have been entered in Expenses, payroll creates a separate check for the expense.
Gross-up items cannot be combined with other earnings that are not to be grossed-up.
Negative adjustments to expenses previously sent to payroll must be processed in an on-cycle pay run with other items that offset the negative amount.
Running GL interface before sending payroll data to Expenses enables you to send the GL account number along with the expense data sent to Expenses. If you use GL Interface, you must run both the GL Interface PSJob process (PAYGL01A) and the HR Accounting Line Report Structured Query Report (SQR) Report process (PAY039) before sending payment notification to Expenses.
See Preparing and Transferring Payroll Data to General Ledger.
The Expenses Payment Notification Application Engine process (PYEX_NOTIFY) publishes the following payment data back to Expenses:
Employee ID and employee record number.
Reimbursement amount.
Reimbursement currency.
Document ID (sheet ID or advance ID).
Document type (sheet or advance).
Sequence number.
Status (paid).
Check status (confirmed, reversed, etc).
Check number.
Check date.
Check/advice stock.
GL account (if using PeopleSoft General Ledger Interface).
Before using the integration between Payroll for North America and Expenses, configure the Integration Broker nodes and activate the appropriate queues, handlers, and routings for these service operations:
Service Operation |
Description |
PAYMENT_EXPENSES_REQUEST |
Expenses publishes data. |
PAYMENT_EXPENSES_ACKNOWLEDGE |
Payroll for North America validates the data and publishes the results of validation. |
PAYMENT_EXPENSES_ISSUED |
Payroll for North America publishes notification of payment. |
Configure corresponding service operations for the Expenses side of the integration.
Note. To research the technical details of any integration point used by PeopleSoft applications, refer to the Interactive Services Repository on My Oracle Support.
See Also
Interactive Services Repository in the Implementation Guide section of My Oracle Support.
Working with Integration Points in HCM
PeopleTools: Integration Broker PeopleBook
Page Name |
Definition Name |
Navigation |
Usage |
Load Paysheet Transactions |
RUNCTL_PSHUP |
|
Load Expenses data into paysheets. Use after you receive data from Expenses. |
PRCSRUNCNTL |
Payroll for North America, Payroll Distribution, Additional Integrations, Notify Expenses of Payments, Expenses Payment Notification |
Run the Expenses Payment Notification process, which publishes a verification of payment to Expenses. Use this page after you confirm a pay run. |
This section provides an overview of the interface with the Absence Management business process in PeopleSoft HCM, and lists the pages used to configure Absence Management to work with Payroll for North America.
Integration with Absence Management and Payroll for North America is accomplished through table sharing. The integration can occur either directly or through Time and Labor. Absence Management delivers the ability to export computed absence results, by Reported Time, to enable direct integration between Absence Management and Payroll for North America.
The interface begins when the Absence Conversion process run is complete and the Absence Management data resides in the Paysheet Load Holding Record (PSHUP_TXN) in Payroll for North America.
Load paysheet transactions by selecting Absence Management in the Paysheet Update Source field in the Calculate Options group box on the Load Paysheet Transactions page in Payroll for North America.
Calculate and confirm paysheets containing absence management payout using the normal payroll process.
If your organization uses Time and Labor in conjunction with Payroll for North America, Absence Management exports computed absence results to Time and Labor. Time and Labor converts this information into payable time and adds sequence and reference numbers for eventual cost distribution.
When payees are enrolled in Time and Labor, the system creates Time and Labor Reported Time when you run the Absence Conversion process, instead of creating PSHUP data, as is the case for employees who are not enrolled in Time and Labor.
The Time Administration process uses the Time and Labor reported time to generate payable time, which the payroll administration can load to paysheets to complete the Paysheet process.
See Also
Configuring Absence Management Integration with PeopleSoft Payroll Systems
Page Name |
Definition Name |
Navigation |
Usage |
Load Paysheet Transactions |
RUNCTL_PSHUP |
|
Load Absence Management data into paysheets. Use after you receive data from Absence Management. |
Job Data — Payroll |
JOB_DATA2 |
Workforce Administration, Job Information, Job Data. Payroll page |
Identify Absence Management as the absence system for a payee. |
This section provides an overview of the interface with the Student Financials business process in PeopleSoft HCM and lists the pages used to configure Student Financials to work with Payroll for North America.
The interface between Student Financials and Payroll for North America enables you to refund desired amounts to students in the form of physical checks or direct deposit and process those refunds in both batch and online (real-time) modes.
The interface begins when refund requests are validated and processed in Student Financials. The refund data is then made available and resides in the Paysheet Load Holding Record (PSHUP_TXN) in Payroll for North America.
Load paysheet transactions by selecting Other Sources in the Paysheet Update Source field in the Calculate Options group box on the Load Paysheet Transactions page.
Calculate and confirm the paysheets using the normal payroll process.
See Also
Page Name |
Definition Name |
Navigation |
Usage |
Load Paysheet Transactions |
RUNCTL_PSHUP |
|
Load refund data into paysheets after you receive data from Student Financials. |
See Also
PeopleSoft Student Financials PeopleBook