Understanding Pay Calendar Date Fields
This topic discusses:
Interactions with general deductions.
Interactions with additional pay.
Interactions with benefit deductions.
Interactions with job data.
Interactions with the Deduction table.
Note: The examples in this topic use a pay period that starts on February 15, 2002, ends on February 28, 2002, and has a check date of March 1, 2002.
Note: Because Payroll for North America balance records have effective dates, you do not have to clear balance accumulators before you begin processing payrolls for a new calendar month, quarter, or year.
To process a general deduction for an employee, the system uses two dates from the Create General Deductions page:
Effective date.
(optional) Deduction end date.
If the effective date of the deduction is before, or on, the pay period end date, the system takes the deduction.
If you specify a deduction end date, the system takes the deduction only if the deduction end date is after, or on, the pay period end date.
The following tables illustrate examples of how the system uses dates in processing general deductions:
|
Deduction Effective Date |
Deduction Taken? |
Reason |
|---|---|---|
|
February 15, 2002 |
Yes |
Effective date is before, or on, the pay period end date. |
|
February 16, 2002 |
Yes |
Effective date is before, or on, the pay period end date. |
|
February 28, 2002 |
Yes |
Effective date is before, or on, the pay period end date. |
|
March 1, 2002 |
No |
Effective date is not before, or on, the pay period end date. |
|
Deduction End Date |
Deduction Taken? |
Reason |
|---|---|---|
|
February 15, 2002 |
No |
Deduction end date is not after, or on, the pay period end date. |
|
February 16, 2002 |
No |
Deduction end date is not after, or on, the pay period end date. |
|
February 28, 2002 |
Yes |
Deduction end date is after, or on, the pay period end date. |
|
March 1, 2002 |
Yes |
Deduction end date is after, or on, the pay period end date. |
To process additional pay for an employee, the system uses two dates from the Create Additional Pay page:
Effective date.
(optional) Earnings end date.
If the effective date of the additional pay is before, or on, the pay period end date, the system pays the additional pay.
If you specify an earnings end date, the system pays the additional pay only if the end date is after the pay period begin date.
The following tables illustrate examples of how the system uses dates in processing additional pay:
|
Additional Pay Effective Date |
Additional Pay Paid? |
Reason |
|---|---|---|
|
February 15, 2002 |
Yes |
Effective date is before, or on, the pay period end date. |
|
February 16, 2002 |
Yes |
Effective date is before, or on, the pay period end date. |
|
February 28, 2002 |
Yes |
Effective date is before, or on, the pay period end date. |
|
March 1, 2002 |
No |
Effective date is not before, or on, the pay period end date. |
|
Earnings End Date |
Additional Pay Paid? |
Reason |
|---|---|---|
|
February 14, 2002 |
No |
Earnings end date is not after the pay period begin date. |
|
February 15, 2002 |
No |
Earnings end date is not after the pay period begin date. |
|
February 16, 2002 |
Yes |
Earnings end date is after the pay period begin date. |
|
March 1, 2002 |
Yes |
Earnings end date is after the pay period begin date. |
The following table illustrates examples of how the system uses dates in processing benefit deductions:
|
Deduction Begin Date (Effective Date) |
Benefit Deduction Taken? |
Reason |
|---|---|---|
|
February 15, 2002 |
Yes |
Deduction begin date is before, or on, the pay period end date. |
|
February 16, 2002 |
Yes |
Deduction begin date is before, or on, the pay period end date. |
|
February 28, 2002 |
Yes |
Deduction begin date is before, or on, the pay period end date. |
|
March 1, 2002 |
No |
Deduction begin date is not before, or on, the pay period end date. |
The effective date on the Job Data - Work Location page, together with the action that you select, determines whether the system processes an employee during a payroll run.
The effective date on an employee's Job record represents the first day that a change takes place. For example, if an employee has a Job record with an action of termination and an effective date of January 15, 2002, then January 15, 2002 represents the first day that the employee is no longer working. Therefore, the system does not pay the employee for that day.
Note: (USF) PeopleSoft HR for U.S. federal government accommodates statutory and regulatory requirements. Personnel actions that begin new stages of employment (hire, promotion, reassignment, transfer, disciplinary action, and pay rate changes) are effective at the beginning of the business day. Personnel actions such as removal and termination are effective at the end of the business day.
The following tables illustrate examples of how the system uses the effective dates from the job data:
|
Hire Effective Date |
Employee Active on Paysheets? |
Resulting Paysheet Proration |
Reason |
|---|---|---|---|
|
February 15, 2002 |
Yes |
Full pay. |
Hire effective date is before, or on, the pay period begin date. |
|
February 16, 2002 |
Yes |
Prorated February 16−February 28. |
Hire effective date is after the pay period begin date. |
|
February 28, 2002 |
Yes |
Prorated February 28 only. |
Hire effective date is after the pay period begin date. |
|
March 1, 2002 |
No |
Not on paysheet. |
Hire effective date is not before, or on, the pay period end date. |
|
Termination Effective Date |
Employee Active on Paysheets |
Resulting Paysheet Proration |
Reason |
|---|---|---|---|
|
February 15, 2002 |
No |
Not on paysheet. |
Termination effective date is before, or on, the pay period begin date. |
|
February 16, 2002 |
Yes |
Prorated February 15 only |
Termination effective date is after the pay period begin date. |
|
February 28, 2002 |
Yes |
Prorated February 15–February 27. |
Termination effective date is after the pay period begin date. |
|
March 1, 2002 |
Yes |
Full pay. |
Termination effective date is after the pay period end date. |
Depending on the employee status on the Job Data - Work Location page (for example, if the employee has been terminated), there is another field that determines whether the system takes benefit and general deductions: the Stop Deduction at Termination field on the Deduction Table - Process page.
If the Stop Deduction at Termination check box is selected, an employee must have an active employee status during the entire pay period for the system to take the deduction.
The following table illustrates whether the system would take the deduction for employees who were terminated on different days of a pay period:
|
Termination Effective Date |
Deduction Taken? |
Reason |
|---|---|---|
|
February 15, 2002 |
No |
Employee is not on the paysheet. If paid, the deduction is still not taken. |
|
February 16, 2002 |
No |
Employee is not active for the entire period. |
|
February 28, 2002 |
No |
Employee is not active for the entire period. |
|
March 1, 2002 |
Yes |
Employee is active for the entire period. |