Understanding the PeopleSoft Pay/Bill Management Structure

PeopleSoft Pay/Bill Management has features and functionality in two databases: Financials and HCM.

This section discusses the configuration required in:

  • The PeopleSoft Financials database.

  • The PeopleSoft HCM database.

Note: The following PeopleSoft applications must be configured before you can begin the PeopleSoft Pay/Bill Management setup: Project Costing, Contracts, Billing, Payables, HR, Time and Labor, and Payroll for North America or Global Payroll.

Set up these PeopleSoft Pay/Bill Management tables in your PeopleSoft Financials database:

  • Branches and branch mapping.

  • Contract profiles.

  • Project profiles.

  • Rate elements and rate profiles.

  • Voucher profiles.

  • Customer field definitions.

  • Job code margin indicators.

  • Fall off codes.

  • Department security.

  • Staffing installation options in the Financials database.

  • Staffing general and job data user preferences in the Financials database.

  • User-defined order types.

Additionally, PeopleSoft Pay/Bill Management refers directly to the following configuration in other Financials applications. Each of the applications in this table has its own minimum configuration requirements which are documented in their respective product documentation.

PeopleSoft Application

Configuration

Reference

Payables

  • AP business units

  • AP voucher origins

PeopleSoft Payables

Billing

  • Bill by

  • Bill sources

  • Bill types

  • Billing cycles

  • Billing inquiry phone

  • Billing specialists

  • Collectors

  • Credit analysts

  • Invoice forms

  • Support teams

  • Billing business units

PeopleSoft Billing

Contracts

  • Amendment reasons

  • Amendment types

  • Contract legal entities

  • Contract statuses

  • Contract types

  • Contracts business units

  • Products

PeopleSoft Contracts

Project Costing

  • Activity statuses

  • Activity types

  • Analysis types

  • Project integration templates

  • Project roles

  • Project statuses

  • Project types

  • Projects business units

PeopleSoft Project Costing

Common Enterprise Components (Financials)

  • Accounts (GL)

  • Automatic numbering

  • Contact types

  • Countries

  • Currency codes

  • Departments

  • Industry codes

  • Installed applications

  • Market rate types

  • Product tax groups

  • Sales tax codes

  • States or provinces

  • TableSet class security

  • TableSet operator security

  • Types of security

  • Secured fields

  • Unit class security

  • Unit operator security

PeopleSoft Application Fundamentals

Note: If you plan to use both PeopleSoft Staffing Front Office and PeopleSoft Pay/Bill Management, refer to the PeopleSoft Staffing Front Office product documentation for information regarding necessary configuration.

Set up these tables in your PeopleSoft HCM database:

  • Workers' compensation tables.

    Note: Workers' compensation setup components are in the Financials database, but those should be used only by customers who have PeopleSoft Staffing Front Office without PeopleSoft Pay/Bill Management. When PeopleSoft Pay/Bill Management is installed, workers' compensation must be configured using the HCM components.

  • Staffing installation options in the HCM database.

Additionally, PeopleSoft Pay/Bill Management refers directly to the following configuration in other HCM applications. Each of the applications in this table has its own minimum configuration requirements, which are documented in their respective product documentations.

PeopleSoft Application

Configuration

Reference

Common Enterprise Components (HCM)

An asterisk indicates that the configuration applies only if PeopleSoft Pay/Bill Management is used in conjunction with PeopleSoft Staffing Front Office.

  • Action reasons

  • Benefit programs

  • Comp rate codes

  • Company

  • Competencies*

  • Competencies types*

  • Degrees*

  • Frequency table

  • Honors and awards*

  • Job codes

  • Languages*

  • Licenses and Certifications*

  • Locations

  • Majors*

  • Memberships*

  • Name prefix

  • Name suffix

  • National ID types

  • Pay groups

  • Rating models*

  • Schools*

  • School types*

  • Tax locations

  • Tests*

PeopleSoft HCM Application Fundamentals

Global Payroll

Global pay groups

PeopleSoft Global Payroll

Core HR

  • HR business units

  • Labor agreements

  • Regulatory regions

PeopleSoft HCM Application Fundamentals

Time and Labor

  • Rapid time templates

  • Time reporting codes

  • Taskgroups

  • Workgroups

PeopleSoft Time and Labor