High-Level Processes

This topic discusses:

Benefit processes.
Payroll processes.

The following table lists the benefits processes.

Process	Description
DEDCALC*	Calculate Deductions goes through the initial part of the Pay Calculation process, determining which employees are enrolled in which benefits. Where it can, Calculate Deductions determines coverage rates and calculates deductions according to the rules that are stored in the Benefits tables.
DEDCONF*	Confirm Deductions confirms the deductions that are calculated by Calculate Deductions.
ACCRUAL	Leave Accrual (also used by Payroll).

*These constitute PeopleSoft Payroll Interface, an interface application for companies using PeopleSoft HCM for benefits without Payroll for North America.

Payroll for North America processes can be classified into three types: those that you use on a regular basis, those that you run occasionally, and those that you need only in emergency situations.

Regular Processes

Payroll for North America includes six processes that you run repeatedly as part of your normal payroll procedures:

Process	Description
PAYSHEET	Create Paysheet builds the payroll input tables shown in the previous chart. If you do not have those tables, then the next process, Pay Calculation, doesn't have anything to do.
CALCPAY	Pay Calculation can run, after the payroll input tables are populated on the database, and the pay earnings have been marked as OK to Pay (by Create Paysheet itself, if you've set this up as the default, or by your payroll users through the online Paysheets pages). Pay Calculation checks all the earnings for a particular pay calendar (or group of pay calendars) and starts to produce checks. You can run Pay Calculation repeatedly. Typically, you run it initially to calculate most of your employees, and then you run it again to clean up errors or perhaps to select some late hours that you've just entered. When you run Pay Calculation again, it doesn't have to recalculate everybody; it can calculate only those employees who must be recalculated.
CONFIRM	Pay Confirmation is the process you run after your final Pay Calculation, after you've corrected all errors and the checks are exactly as you want them. Pay Confirmation completes the preparation of the check distribution information, assigns check numbers, updates the balance tables, and again writes all these results back into the database.
DISTPAY	Actuals Distribution is run after a payroll has been confirmed. It distributes pay earnings, employer-paid deductions, and employer-paid taxes across funding sources and accounting periods in preparation for the Actuals GL Interface (actuals general ledger interface) PSJob process (PAYGL02A).
ACCRUAL	Leave Accrual updates leave accrual information for employees. You typically run this process after you run Pay Confirmation.
REVERSAL	Reversal Processing is for reversing or adjusting confirmed checks. You use this process as you need it.

(E&G) PeopleSoft HCM Processes for Education and Government

This table describes PeopleSoft HCM processes that you must run for education and government:

Process	Description
ENC_CALC	Batch Encumbrance Calculation Process calculates encumbrances.
EGPPRCTL	Tenure/Flexible Service Calc'n is a regular process. It calculates service based on the user-defined time period.

Occasional Processes

Four Payroll for North America processes are for occasional use:

Process	Description
CALENDAR	Calendar Build builds the pay calendars. For example, if you're planning on running monthly payrolls, you can run Calendar Build to generate 12 pay calendars for the next year.
DLTBALUS (U.S.)	Delete Balances (U.S.) deletes balances from the balance table.
DLTBALCN (Canada)	Delete Balances (Canada) deletes balances from the balance table.
REPRINT	Check Reprint is a check reprint facility that works by reassigning check numbers. If your printer destroys a few checks, you can run Check Reprint, telling the program that you want some replacement checks printed, starting and ending at particular check numbers.

Emergency Processes

These three processes are for emergency use only:

Process	Description
UNCNFRM	Unconfirm Pay backs a confirmed payroll out of the database. That is, it backs all of the detail out of the balance tables, so that everything looks as if you had been running pay calculation, but not pay confirmation. Note that after you run Unconfirm Pay, you must manually reset the Last Form Number Used field in the Form table to the last number that was used before you ran Pay Confirmation. Unconfirm Pay does not reset this number automatically. We do not recommend that you use Unconfirm Pay in production. It is available, and it does work, but in production, after you've made your final decision to confirm a payroll, update balances, and distribute checks, you normally do not want to go back and unconfirm. Unconfirm Pay reverses out the entire pay run; use the Reversal Processing process for individual checks. Note: You must recalculate all after running UNCNFRM and before confirming again. Otherwise, the Location field isn't repopulated when you confirm again.
DEDUNCF	Deductions Unconfirm is for use with Calculate Deductions in the Payroll Interface product. Deductions Unconfirm resets the calendar.
PAYUNSHT	Payroll Unsheet effectively erases all records belonging to a specified set of paysheets, including the results of any pay calculations run on those paysheets. When you run Payroll Unsheet, the program prompts you for the pay run ID that you want to unsheet. The source code for Payroll Unsheet consists essentially of a series of deletes; all the tables from which it deletes are PS_PAY_ tables, and the program goes through and erases them all, as though paysheets were never created. You typically use Payroll Unsheet during testing. For example, when testing the system, people may get used to paying people in a particular month, and it upsets them if they have to move to September, for example, if they're running August monthly payrolls. With Payroll Unsheet, they can test an August pay run all the way through pay confirmation, unsheet the pay run to bring everything back to zero, and then rerun the Create Paysheet process for August to test some other option. PeopleSoft customers with automated time-entry systems sometimes use Payroll Unsheet when an error is made that results in, for example, doubling the input to paysheets. Rather than attempting to fix the error manually online, they can just unsheet to get rid of everything and start over. Note: Payroll Unsheet deletes all paysheets that are associated with a particular pay run ID off-cycle and on-cycle. It's important to be aware of this when deciding to unsheet a pay run, because you might have off-cycle paysheet pages that you want to save attached to the pay run that you want to unsheet.

Process

Description

UNCNFRM

Unconfirm Pay backs a confirmed payroll out of the database. That is, it backs all of the detail out of the balance tables, so that everything looks as if you had been running pay calculation, but not pay confirmation.

Note that after you run Unconfirm Pay, you must manually reset the Last Form Number Used field in the Form table to the last number that was used before you ran Pay Confirmation. Unconfirm Pay does not reset this number automatically.

We do not recommend that you use Unconfirm Pay in production. It is available, and it does work, but in production, after you've made your final decision to confirm a payroll, update balances, and distribute checks, you normally do not want to go back and unconfirm.

Unconfirm Pay reverses out the entire pay run; use the Reversal Processing process for individual checks.

Note: You must recalculate all after running UNCNFRM and before confirming again. Otherwise, the Location field isn't repopulated when you confirm again.

DEDUNCF

Deductions Unconfirm is for use with Calculate Deductions in the Payroll Interface product. Deductions Unconfirm resets the calendar.

PAYUNSHT

Payroll Unsheet effectively erases all records belonging to a specified set of paysheets, including the results of any pay calculations run on those paysheets. When you run Payroll Unsheet, the program prompts you for the pay run ID that you want to unsheet. The source code for Payroll Unsheet consists essentially of a series of deletes; all the tables from which it deletes are PS_PAY_ tables, and the program goes through and erases them all, as though paysheets were never created.

You typically use Payroll Unsheet during testing. For example, when testing the system, people may get used to paying people in a particular month, and it upsets them if they have to move to September, for example, if they're running August monthly payrolls. With Payroll Unsheet, they can test an August pay run all the way through pay confirmation, unsheet the pay run to bring everything back to zero, and then rerun the Create Paysheet process for August to test some other option.

PeopleSoft customers with automated time-entry systems sometimes use Payroll Unsheet when an error is made that results in, for example, doubling the input to paysheets. Rather than attempting to fix the error manually online, they can just unsheet to get rid of everything and start over.

Note: Payroll Unsheet deletes all paysheets that are associated with a particular pay run ID off-cycle and on-cycle. It's important to be aware of this when deciding to unsheet a pay run, because you might have off-cycle paysheet pages that you want to save attached to the pay run that you want to unsheet.

High-Level Processes

Benefits Processes

Payroll Processes

Regular Processes

(E&G) PeopleSoft HCM Processes for Education and Government

Occasional Processes

Emergency Processes