Integrating with Stock Administration

Page Name

Definition Name

Usage

Load Paysheet Transactions Page

RUNCTL_PSHUP

Load Stock Administration data into paysheets. Use after you receive data from Stock Administration.

Integration with Stock Administration is accomplished through table sharing.

Loading Refunds to Stock Purchase Contributions

To load data for refunds to stock purchase contributions:

  1. Confirm that your Stock Administration administrator has prepared the refund data.

    Before you initiate the load process, check with your administrator to ensure the refund data has been generated.

  2. Use the Load Paysheets process to load data into the paysheets.

  3. Run the rest of the payroll process as usual.

Calculating Taxes for Stock Options

Stock Administration enables users to calculate the taxes that result from the exercise of stock options. The Stock Administration administrator selects the Calculate Taxes button on the Exercise Taxes page and the employee's tax liability is calculated by Payroll for North America and displayed on the Exercise Taxes page.

Loading Tax Data for Exercised Stock Options

To load tax data for exercised stock options:

  1. Confirm that your Stock Administration administrator has sent the tax data to Payroll for North America.

    After the administrator is satisfied with the tax amounts that appear in the Stock Administration system's Exercise Taxes page, the administrator selects the Update Payroll button to send the tax data to Payroll for North America. Before you initiate the load process, check with the administrator to ensure the tax data has been sent.

  2. Use the Load Paysheets process to load tax data into the paysheets.

  3. Run the rest of the payroll process as usual.

    The payroll system updates the employee's balances, but does not issue a check.