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 |
|
PeopleSoft Payables |
Billing |
|
PeopleSoft Billing |
Contracts |
|
PeopleSoft Contracts |
Project Costing |
|
PeopleSoft Project Costing |
Common Enterprise Components (Financials) |
|
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.
|
PeopleSoft HCM Application Fundamentals |
Global Payroll |
Global pay groups |
PeopleSoft Global Payroll |
Core HR |
|
PeopleSoft HCM Application Fundamentals |
Time and Labor |
|
PeopleSoft Time and Labor |