Defining Payee Overrides
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
GP_ED_PYE |
By payee, view and update earning and deduction assignments, or disable earning/deduction assignments. |
|
|
GP_ED_ELEM |
Element by element, view and update earning and deduction assignments, or disable earning/deduction assignments. |
|
|
GP_ED_PYE_DTL_SEC |
Use this page to:
|
|
|
GP_PAYEE_SOVR |
Override the value of a bracket, date, duration, formula, or variable element that's associated with a payee. |
Payee overrides enable you to control how an earning or deduction element is resolved for a specific payee.
Payee Override Uses
Using payee overrides, you can:
Assign or disable an earning or deduction element for a payee.
Override the component values defined for an earning or deduction element assigned to a payee, or override the defined frequency, generation control, payback type, or arrears payback amount.
Override variable elements used by a specific earning/deduction assigned to a payee.
Override a variable for all elements that use the variable (not just one earning or deduction assigned to a payee).
Override supporting elements associated with a payee.
Payee Override Methods
There are two ways to enter overrides for a specific earning or deduction assigned to a payee:
By assigning, disabling, and overriding elements by payee.
To do this, you select a payee, and then assign the earning or deduction, or enter overrides for the payee's existing element assignments.
By defining payee overrides by element.
To do this, you select an element, and then assign it to a payee, or enter overrides for existing assignments of the element.
Using Payee Overrides to Trigger Multiple Resolutions
You can trigger multiple resolutions of an element at the payee level by entering multiple overrides with overlapping assignment dates for the same earning or deduction.
Batch Updates to End Dates of Assigned Earnings and Deductions
Batch updates to the end dates of assigned earnings and deductions are governed by two system elements: SET ED END DATE and UNSET ED END DATE. The process by which the system updates end dates involves the following steps:
For each earning and deduction assignment, the system checks the Allow Batch Update of End Date check box. If it is selected, the system checks the associated system elements.
If the SET ED END DATE system element is on:
The system updates the Previous End Date field with the current value of the End Date field.
The system updates the End Date field with the date of the slice or segment that initiated the end date change.
The system updates the Updated in Payroll Run field with the ID and description of the calendar group that initiated the end date change.
If the UNSET ED END DATE system element is on:
The system updates the Previous End Date field with the current value of the End Date field.
The system deletes the current value of the End Date field, leaving it blank.
The system updates the Updated in Payroll Run field with the ID and description of the calendar group that initiated the end date change.
These system elements work only within the context of the current earning or deduction being processed. Furthermore, PeopleSoft does not deliver a method to turn the SET ED END DATE and UNSET ED END DATE system elements on. Therefore, you should create a formula that turns these system elements on and attach it as a post-process formula to the earnings and deductions for which you want to update the end date. By defining the formula yourself, you can choose how your system determines the criteria for turning the system elements on.
For example, assume that you have a loan deduction that you want stopped when they payee to which it is assigned pays off the loan amount. In addition, you want the system to update the end date of the loan deduction to reflect the stoppage of repayment. To accomplish this you create a formula with the following parameters:
Name of deduction: GXDDED01.
Variable: GXVRED01. This value stores the loan amount (amount to be repaid).
Variable: GXVRED02. This is a temporary variable that is used to store a temporary value during the processing of the formula.
Accumulator: GXDDED01_CUS. This custom period accumulator stores the amount paid, to date, toward the loan amount.
Using these parameters, you create a formula with the following parts:
If the amount paid to date plus the current amount is less than the loan amount then exit. This part of the formula is expressed as:
If (ac) GXDDED01_CUS + (sy) CURR AMT VAL < (vr) GXVRED01 THEN EXITIf the amount paid to date plus the current amount is equal to or greater than the loan amount, however, the system takes the amount paid to date plus the current amount and subtracts the loan amount. This is the amount that the system subtracts from the current amount to determine the amount to deduct. This part of the formula is expressed as:
ELSE (ac) GXDDED01_CUS + (sy) CURR AMT VAL – (vr) GXVRED01 >> (vr) GXVRED02 (sy) CURR AMT VAL – (vr) GXVRED02 >> (sy) OVRD CURR AMT VAL (sy) OVRD CURR AMT VAL >> (formula name) 1 >> (sy) SET CURR AMT VALFinally, because the condition was met, the system sets the end date:
1 >> (sy) SET ED END DATE
Note: Setting or unsetting the end date occurs only during current periods and not during retro periods.
Warning! It is recommended that you not update end dates in batch if you manually maintain the end dates for a payees or elements. Using this feature overrides any manually entered values that are not available to the formula.
Use the Element Assignment By Payee page (GP_ED_PYE) to by payee, view and update earning and deduction assignments, or disable earning/deduction assignments.
Navigation
Image: Element Assignment By Payee page
This example illustrates the fields and controls on the Element Assignment By Payee page.
When you first access this page, the system displays all existing assignments for the payee in the Assignments grid. Use the fields in the Selection Criteria group box to select and display a subset of the earnings and deductions retrieved for the payee.
|
Field or Control |
Definition |
|---|---|
| Category |
Select a category of elements to display. The system displays only categories that match the country of the pay entity. If no category is entered, category is not used in the element search. |
| Entry Type |
Select an entry type. Valid options are:
|
| Element Name |
Enter an element name or leave the Element Name field blank to search on all elements belonging to the specified entry type and category. Only elements with a country matching the payee's pay entity, or elements defined for all countries, are available for selection. In addition, you can enter only elements with an override level of Payee. |
| As of Date |
Enter an as of date or leave the field blank. If you enter an as of date, the system retrieves only those element assignments that are active as of the specified date. Active assignments include:
If you do not enter a date, the system retrieves elements without regard to the as of date. |
| Select with Matching Criteria |
Click to select the earnings or deductions to which the payee has been assigned based on the specified search criteria. |
| Clear |
Click to clear out all of the specified search criteria. |
| Add New Assignment |
Click the Add New Assignment button to add a new earning or deduction assignment. When you do this, the Select an Element dialog box appears, where you must specify the entry type (earning or deduction) and the name of the element you want to assign. You can then click OK on the Select an Element dialog box to access the Element Details page where you can enter additional details related to the new assignment. |
| Deduction Recipients |
Click to access the Add Deduction Recipients page for the payee whose name and ID are displayed at the top of the page. Use the Add Deduction Recipients page to link a recipient to a deduction and a payee. |
Elements
Access the Elements tab.
Use the fields on the Elements tab to update or disable element assignments.
To update an earning or deduction element for a payee:
Click the Element Name hyper link.
Modify the process order.
Modify the end date.
To disable an earning or deduction assignment:
Choose the assignment to disable.
Deselect the Apply check box or manually enter an end date for the assignment.
Note: When you assign an element to an element group, you indicate that the element should be calculated automatically for each payee whose eligibility group contains that element group, or that the element should be calculated only when it's assigned to a payee.
With the second option, the element is resolved for a payee only if positive input exists for the payee or you assign the element to the payee on the Element Assignment By Payee page, the Payee Assignment By Element page, or the Entitlement/Take Assignment page.
|
Field or Control |
Definition |
|---|---|
| Process Order |
Update the processing order of the assigned element. The value of this field defaults to 999. 1 is the lowest value and indicates that the element will be processed first. Note: This field controls the order in which assignments of the same element are processed. For example, if you assign Deduction A multiple times with the same or overlapping begin and end dates, the Process Order field controls which instance of the assignment is processed first, second, third, and so on. This field cannot be used to control the relative processing order of different elements. To do this, you must define the processing sequence of the elements using process lists and sections. |
| Begin Date |
This field displays the begin date of the element assignment. To modify this date, click the Element Name hyper link to access the Element Detail page and change the date in the Begin Date field on that page. |
| End Date |
This field displays the end date of the element assignment. You can modify this date directly in the End Date field on the Elements tab. |
| Active |
This check box is selected by default. Deselect it to prevent the system from resolving the element for this payee. |
| Instance |
The system automatically assigns an instance number to each element assigned. The value of this field increases by 1 for each new occurrence of the same earning/deduction. Note: This number is used to create unique instances of an element when there are multiple assignments of the same element. It allows multiple resolutions of an element with identical or overlapping begin and end dates. See Generating Multiple Resolutions Using Element Assignments. |
Note: If you define a component to replace the standard element assignment interface, you can grant or deny users the ability to delete assignments, apply assignments, and update assignment begin and end dates. You cannot limit user access to these actions on the standard component shown here.
Recipient
Select the Recipient tab.
|
Field or Control |
Definition |
|---|---|
| Recipient Tag |
Use the Recipient Tag field to update or modify the recipient tag for an earning or deduction assignment. |
Note: Recipient tags are used with multiple resolutions and for single resolutions for Individual Recipients. Because different assignments of the same element can each be associated with a unique recipient tag, and each tag can be tied to a different recipient ID or recipient name, the system can direct each resolution of the assigned element to a different recipient.
Note: Define recipient tags for deductions and payees on the Add Deduction Recipients page.
Use the Payee Assignment By Element page (GP_ED_ELEM) to element by element, view and update earning and deduction assignments, or disable earning/deduction assignments.
Navigation
Image: Payee Assignment By Element page
This example illustrates the fields and controls on the Payee Assignment By Element page.
Note: This page is similar to the Element Assignment By Payee page. Except for page elements described below, the information about the Element Assignment By Payee page applies to this page as well.
See Element Assignment By Payee Page.
Use the fields in the Selection Criteria group box to specify search criteria for retrieving the payees to whom the earning or deduction shown at the top of the page is assigned.
|
Field or Control |
Definition |
|---|---|
| Country |
This field is unavailable for data entry unless the element is defined for all countries. If the element applies to all countries, the field is blank and you can enter a specific country. |
| As of Date |
Enter an as of date or leave the field blank. If you enter an as of date, the system displays payees for whom the element assignment is active as of the date specified when you click the Select With Matching Criteria button. Note: Active assignments are defined in the same way as when searching for elements by payee. See Element Assignment By Payee Page. If you do not enter a date, the system displays all payees who have ever been assigned to the earnings and deductions retrieved during the search. |
| Pay Entity |
Specify the pay entity of the employees with the element assignment that you want to retrieve. |
| Pay Group |
Specify the pay group of the employees with the element assignment that you want to retrieve. |
| Add New Assignment |
Click to add a new earning or deduction assignment. When you do this, the Select Payee dialog box appears, where you must specify the EmplID (employee ID) and Empl Rcd Nbr (employee record number) of the payee to whom you are assigning the element, as well as an assignment begin date. You can then click OK on the Select Payee dialog box to access the Element Details page where you can enter additional details related to the new assignment. |
Assignments
Select the Assignments tab.
Use the Active field on the Assignments tab to activate or disable element assignments.
Recipient
Select the Recipient tab.
This tab appears for elements that are associated with a deduction recipient.
|
Field or Control |
Definition |
|---|---|
| Recipient Tag |
Use the Recipient Tag field to specify or modify the recipient tag for an earning or deduction assignment. Note: Recipient tags are specifically for use with multiple resolutions: because different assignments of the same element can each be associated with a unique recipient tag, and each tag can be tied to a different recipient ID or recipient name, the system can direct each resolution of the assigned element to a different recipient. Note: Define recipient tags for deductions and payees on the Add Deduction Recipients page. |
| Edit Recipients |
Click to access the Add Deduction Recipients page for the payee whose ID is displayed in the EmplID column. Use the Add Deduction Recipients page to link a recipient to a deduction and a payee. |
Pay Group
Select the Pay Group tab.
Use the fields on the Payee Details tab to view pay entity and pay group information for an employee.
Use the Element Detail page (GP_ED_PYE_DTL_SEC) to:.
Assign earnings and deductions to payees.
Override the component values defined for an earning or deduction element.
Override variable values associated with an earning or deduction assigned to a payee.
Override generation control, frequency, and arrears.
Navigation
Click the element name link on the Element Assignment By Payee page.
Click the payee ID link on the Payee Assignment By Element page.
Image: Element Detail page
This example illustrates the fields and controls on the Element Detail page.
Note: You can modify the appearance of the Element Detail page using the Configuration by Element and Configuration by Category components, or designate a user-configurable component to replace this page. Depending on the option you choose, your page may appear different than the standard page shown here.
Assignment Process Detail
|
Field or Control |
Definition |
|---|---|
| Element Name |
Displays the name of the element you are assigning or for which you are entering an override. |
| Assignment is Active |
Select or deselect this check box to activate and inactivate an element assignment. |
| Begin DateandEnd Date |
Specify the begin and end date of the element assignment. |
| Allow Batch Update of End Date |
Select to enable the system to update the End Date field for this element assignment during payroll processing. |
| Previous End Date |
Displays the end date value prior to the last update. Note: Only changes to the end date made by the payroll process affect the value of this field. Manually changing the end date on the Element Detail page has no effect on the value displayed in the Previous End Date field. |
| Updated in Payroll Run |
Displays the ID and description of the calendar group that resulted in the most recent change to the end date. This is true even in the case of retroactive processing. For example, if by processing a June calendar group the system triggers retroactive processing that results in a change to the end date that is associated with the February calendar group, the Updated in Payroll Run field would still display the information for the June calendar group. |
| Process Order |
Specify the processing order of the assigned element. The value of this field defaults to 999. 1 is the lowest value and indicates that the element will be processed first. Note: This field controls the order in which assignments of the same element are processed. For example, if you assign Deduction A multiple times with the same or overlapping begin and end dates, the Process Order field controls which instance of the assignment is processed first, second, third, and so on. This field cannot be used to control the relative processing order of different elements. To do this, you must define the processing sequence of the elements using process lists and sections. |
| Recipient Tag |
Use the Recipient Tag field to specify or modify the recipient tag for an earning or deduction assignment. Note: Recipient tags are specifically for use with multiple resolutions: because different assignments of the same element can each be associated with a unique recipient tag, and each tag can be tied to a different recipient ID or recipient name, the system can direct each resolution of the assigned element to a different recipient. Note: Define recipient tags for deductions and payees on the Add Deduction Recipients page. |
| Currency Code |
Specify the currency you want to use to calculate the assigned element. |
Calculation Information
Use the fields in this group box to assign or override the values of the components—Unit, Rate, Base, Percent, and Amount— that constitute the calculation rule of the earning or deduction element.
For example, if the calculation rule for an element is Unit x Rate, you can enter values for the unit and rate components but not the base and percent components.
You can enter an amount regardless of the calculation rule. If you enter an amount with other component values, the system uses the amount to resolve the element. For example, if you enter an amount for an earning element that has a calculation rule of unit * rate, the system uses the amount in the calculation. If you also enter a unit and rate, the system passes these values to the results tables, but it doesn't use them to resolve the element.
To override the value of the unit, rate, base, percent, or amount component, select the type of element that returns the override value. For numeric elements, enter the appropriate number in the Value field; for other element types, enter the name of the element that retrieves the override value in the Element field.
Supporting Element Overrides
Use the fields in the Supporting Element Overrides group box to override the value of a variable used in the calculation of an earning or deduction.
When you override the value of a variable used in the calculation of an earning or deduction, the override value affects only the resolution of that earning or deduction for the specified payee. After the earning or deduction is resolved, the variable is set to its previous value. (These overrides are also called payee/element overrides.)
The supporting element override uses the same begin and end dates as the parent element. You cannot enter values with a monetary entry type.
Important! To override a variable element for all elements that use the variable—not just one earning or deduction that uses the variable—use the Payee Supporting Element Overrides page.
Note: You can configure the standard Supporting Element Overrides group box to include descriptive labels for override variables, required fields, and simple edits such as prompt table, translate value, and yes/no edits. To configure this group box for an element or a category of elements, use the Configuration by Element and Configuration by Category components. The modified group box replaces the standard one.
Example: How the Two Variable Override Methods Differ
E1 and E2 are set up as a flat amount with the amount = V1.
V1 = 100 (from the element definition).
If V1 = 200, based on an override entered on the Payee Supporting Element Overrides page, E1 and E2 resolve to 200.
If V1 = 200, based on an override entered for E1 on the Element Assignment By Payee or Payee Assignment By Element pages, E1 resolves to 200, V1 is reset to 100, and E2 resolves to 100.
Example: Entering Variable Values for Court Orders
When a payee has a court order, you might have to define the payee's disposable earnings. Using a simplified example, say a judge indicates that E1 and E2 constitute disposable earnings but only 50 percent of E2 counts. So if E1 = 1000 and E2 = 500, disposable earnings should equal 1250 (1000 + 1/2 of 500).
When you define the disposable earnings accumulator on the Accumulators - Members page, you indicate the elements (E1 and E2) and the percentage. On this page, you could indicate the percentages (100 and 50), but to avoid setting up a unique disposable earning accumulator for each person (because the next garnished employee might have E2 with a percentage of 75), you can create two variables that default to 100 (percent). On the accumulator, you enter the variable names, not a percentage.
To enter the variable values for a payee, select the garnishment deduction element on the Element Assignment By Payee page, go to the Element Detail page, and enter the variable values (50 percent for E2 in the example).
See Members Page.
Example: Using Variable Overrides to Calculate Garnishments
You have an accumulator for the GARNAC1 garnishment, with these earning elements as members:
|
Element |
Percent |
Percent to Accumulate |
|---|---|---|
|
EARNING1 |
VARIABLE1 |
Blank |
|
EARNING2 |
VARIABLE2 |
Blank |
|
EARNING3 |
VARIABLE3 |
Blank |
The variables are set up as follows:
|
Variable |
Default Value |
|---|---|
|
VARIABLE1 |
100 |
|
VARIABLE2 |
100 |
|
VARIABLE3 |
100 |
Payee 8001 has two garnishments that use the same calculation rule:
GARNISH1 = Percent × Base
GARNISH2 = Percent × Base
where:
Percent = Payee Level Override
Base = GARNAC1
You set it up on the Element Detail page as follows:
|
Element |
Percent |
Payee Supporting Element Override |
Element |
Payee Level Override Value |
|---|---|---|---|---|
|
GARNISH1 |
10 |
Yes |
VARIABLE1 |
75 |
|
GARNISH1 |
10 |
Yes |
VARIABLE2 |
50 |
|
GARNISH2 |
10 |
Yes |
VARIABLE1 |
60 |
EARNING1 equals 1000.
EARNING2 equals 500.
EARNING3 equals 750.
When calculating GARNISH1, the system encounters GARNAC1, sees that Percent is a variable, looks for supporting element overrides, finds override values for VARIABLE1 and VARIABLE2 for Payee 8001, and calculates the value of GARNAC1 as follows:
[(1000 × 75%) + (500 × 50%) + (750 × 100%)] = 1750
where GARNAC1 is calculated as:
(EARNING1 × VARIABLE1 + EARNING2 × VARIABLE2 + EARNING3 × VARIABLE3).
Therefore, the calculation for GARNAC1 in GARNISH1 is:
1000 × 75% (using the payee-level override value of 75 for VARIABLE1)
500 × 50% (using the payee-level override value of 50 for VARIABLE2)
750 × 100% (using the default value of 100, because no payee-level override value existed for VARIABLE3).
When calculating GARNISH2, the system finds a supporting element override only for VARIABLE1 and calculates the value of GARNAC1 as:
[(1000 × 60%) + (500 × 100%) + (750 × 100%) = 1850
where GARNAC1 is:
(EARNING1 × VARIABLE1 + EARNING2 × VARIABLE2 + EARNING3 × VARIABLE3).
The calculation for GARNAC1 in GARNISH2 is as follows:
1000 × 60% (using the payee-level override of 60 for VARIABLE1)
500 × 100% (using the default value of 100, because there was no payee-level override value for VARIABLE2)
750 × 100% (using the default value of 100 because there was no payee-level override value for VARIABLE3)
Additional Overrides
Use the fields in this group box to override frequencies, generation control, and arrears.
|
Field or Control |
Definition |
|---|---|
| Frequency Option |
Override the frequency defined on the Element Name page. Options are: Use Calendar Period Frequency: The system assumes that the element is in the frequency of the defined calendar period. Use Element Frequency: The system uses the frequency selected in the element setup pages, which, in turn, can use the calendar period. Use Specified Frequency: Enter a specific frequency value in the Frequency field. |
| Generation Control |
Override the generation control condition defined on the Element Name page. You can enter instructions here without specifying generation control details at the element level. Options are: No Generation Control: The system ignores the generation controls that you defined at the calculation rule level. Specified Generation Control: Enter a generation control value in the Generation Control field. Use Element Generation Control: The system uses the generation control that was defined in the element setup pages. |
| Payback Option |
Override an arrears payback. Available only if the element is a deduction and the Deduction Arrears Allowed check box is selected on the Arrears page. Options are: Use Element Payback Amount: The system uses any payback amount that you defined while setting up the deduction element. Unavailable if the deduction doesn't have the Perform Net Pay Validation check box selected (on the Arrears page). Use Specified Amount: Select if you want to specify the arrears payback amount. If you select Use Specified Amount, you need to indicate the element type in the Payback Type field. When you indicate the payback type, select the element name or a numeric value (depending on the element type you selected) in the Payback Element or Payback Amount field. No Limit: Select if you don't want to specify a limit on the payback amount. Note: The system assumes that the currency in thePayback Amount field matches that in the element definition. Note: The Payback Option field is available only when the selected element is a deduction with Deduction Arrears Allowed selected on the Arrears page of the Deductions (GP_DEDUCTION) component. |
| Payback Type |
To override the payback amount, select the type of element to retrieve the amount. Options are Bracket, Formula, Numeric, and Variable. Select the element name in the Payback Element field, or enter the numeric value in the Payback Amount field. |
Note: You can modify the appearance of the Element Detail page using the Configuration by Element and Configuration by Category components, or designate a user-configurable component to replace this page. Depending on the option you choose, your page may appear different from the standard page shown here.
Use the Supporting Elements page (GP_PAYEE_SOVR) to override the value of a bracket, date, duration, formula, or variable element that's associated with a payee.
Navigation
The Supporting Elements page is similar to the Pay Entities - Supporting Element Overrides page, but the processing rules differ.
For payee overrides, the system looks at segment or slice end dates (or period dates if there's no segmentation) for a payee to determine if a supporting element override is used. The end date must be greater than or equal to the segment or slice end date in order for it to be processed. Unlike pay entity and pay group, the system doesn't look at the Use Defn As Of (Definition as of Date).
Example: Segmentation and Payee Supporting Element Overrides
Two payees have the same override.
Payee 1 has no segmentation.
Payee 2 has segmentation. Segment 1 is January 1-15. Segment 2 is January 16-31.
The pay period is January 1-31.
VR1, a variable element, is defined as 50.
VR1 has a payee-level override of 100 beginning on January 16.
For Payee 1, the value of VR1 is always 100, because there's no segmentation.
For Payee 2, the value of VR1 is 50 for Segment 1 and 100 for Segment 2.