Setting Up Payroll Refund Options

Use PeopleSoft Payroll for North America to create and distribute refunds using the payroll method. A number of setup steps are included on the Payroll side, including generating a calendar, which designates pay period end dates that the Payroll system uses when generating refund checks. Most of the time you will create a calendar for every possible day of a given year. That way, whenever you want to create a payroll refund, a pay period end date has already been designated. You can also create calendars for specific days on an as-needed basis. Be sure to select the Off Cycle check box when creating calendars for Student Financials.

You will also use PeopleSoft Payroll for North America to create pay groups, pay run IDs, balance IDs and so on.

For refunding students through Payroll, Student Financials recommends the following settings in HRMS:

If the student is assigned to an existing Benefit Record Assign Primary Job, select Make New Job Primary.

If the Primary Job terminates, select Re-Assign Primary Job Highest Active Job.

See:

• PeopleSoft Human Resources, “Manage Base Benefits, Setting Up Additional Base Benefits Features, Setting Up Multiple Jobs.”

• PeopleSoft Payroll for North America, “Integrating with Student Financials.”