Understanding Payroll System and Pay Group Assignments for a Payee

For each payee that you want to pay through Global Payroll, you must do the following:

  1. Select Global Payroll as the payroll system on the Installation Table - Products page.

  2. Select Global Payroll as the payroll system on the Job Data - Payroll page in HR.

  3. Assign the payee to a pay group on the Job Data - Payroll page.

The pay group assignment determines the default values for the payee's eligibility group, exchange rate type, and use rate as of date. You can override these values for an individual payee on the Job Data - Payroll page.

Note: As part of the general setup for Global Payroll, you must define payee job data defaults on the Pay Group Name page prior to selecting a pay group for a payee on the Job Data - Payroll page.

Note: If you do not select a holiday schedule for the payee on the Job Data - Payroll page, the system uses the holiday schedule assigned to the payee's pay group during payroll processing.

See Understanding the Organizational Structure, Setting Up Implementation Defaults, Understanding Job Data.

There are three actions in connection with which you can select a payroll system for a payee:

  • Hire.

  • Rehire.

  • Change of pay system.

During the hire or rehire process, when you select a payroll system for a payee on the Job Data - Payroll page, you create a row with a Payroll System flag that identifies the selected payroll system in each payee's Job record.

You can also select a payroll system by using the action of Change of Pay System.

For example, suppose that you initially implemented HR, but used a third-party payroll system. On January 1, 2004, your organization decided to convert to Global Payroll. Now, you can insert a row into the Job record with a new Payroll System flag set to Global Payroll and the payee data will be calculated and paid through the Global Payroll system, for pay periods that are in effect as of January 1, 2004.

Points to Remember

Here are some points to remember about assigning Global Payroll as the payroll system:

  • In order for a payee to be processed in Global Payroll, the payee must have a Job record, because information about the Payroll System flag and the pay group are stored on the payee's Job record. This applies to all types of payees - employees, contingent workers, and persons of interest with jobs.

  • Global Payroll processes only the payees for whom the Payroll System flag is set to Global Payroll for the period of time that the payees are associated with that pay system.

  • Global Payroll does not prevent you from changing the Payroll System flag indicator from Global Payroll to another payroll system going forward.

  • Global Payroll does not prevent you from changing the Payroll System flag indicator from Global Payroll to another payroll system retroactively.

    Note: It is recommended that you create retro and period segmentation triggers for the Payroll System flag change.

  • When a payee is added to Global Payroll (and the Payroll System flag indicator is set to Global Payroll), a row is created in the GP_PAYEE_DATA record.

    At this time, the Retro Calculation Begin Date in Global Payroll is set to Job Effective Date. During processing in Global Payroll, the earliest effective date that the system allows for retro is the Retro Calculation Begin Date. After that date, the system never updates the Retro Calculation Begin Date. If you need to make a correction, either as a result of a correction to the Job Effective Date or to add a Concurrent Job for Global Payroll with an earlier effective date, you must make the correction manually on the Retro Limits Assignment page in Global Payroll.

    See Understanding Retroactive Methods.

  • There is no integration between pay systems.

    For example, if your organization switches from PeopleSoft Payroll Interface to Global Payroll, PeopleSoft does not automatically transfer the balances and the data. You must transfer that information yourself.

System Occurrences When a Job Data Record is Added or Modified

Certain things happen in the system when a Job record is created for a payee. For example, a row is inserted into the Schedule Assignment table, indicating that the person should use the default schedules that are assigned at the pay group level for Global Payroll and at the work group level for PeopleSoft Time and Labor. This occurs regardless of whether or not the payee is paid from Global Payroll.