Loading Calculations into PeopleSoft Payroll for North America

This section discusses how to load calculations into PeopleSoft Payroll for North America.

Page Name

Definition Name

Usage

Load Retro Deductions Page

RUNCTL_RTRODEDPSHT

Load retroactive benefit/deduction calculations into payroll.

Use the Load Retro Deductions (load retroactive deductions paysheets) page (RUNCTL_RTRODEDPSHT) to load retroactive benefit/deduction calculations into payroll.

Navigation:

Payroll for North America > Retroactive Payroll > Retro Benefits/Deductions > Process and Review Requests > Load Retro Deductions > Load Retro Deductions

Warning! Before loading retroactive benefits and deductions to payroll, you must run Paysheet Creation to create paysheets with normal pay for this period.

You can load employee retroactive benefit calculations by pay run ID or by company, pay group, and pay end date. You can use either method to process an off-cycle pay run; use the pay run ID method for on-cycle pay runs.

Note: Off-cycle payroll runs are generally used to handle one-time deduction refunds, and the resulting refunds are delivered on separate checks from the regular payroll checks that employees receive. You should process off-cycle retroactive benefits and deductions in conjunction with off-cycle retroactive pay processing. When you load benefits or deductions for a particular retroactive benefit/deduction program to Payroll for North America, the on-cycle or off-cycle selection here must match the selection for the same program on the Retroactive Benefit/Deduction Table.

Use the same pay run ID that you set up in your regular on-cycle or off-cycle pay run. The employees included under the ID must:

  • Have already had their retroactive benefits and deductions calculated through the Retroactive Benefit/Deduction Calculation process.

  • Have at least one of their calculated benefits and deductions marked OK To Process on the Retro Ben/Ded Calc page.

For the company, pay group, or pay end date method, if you leave a field empty, the system processes all appropriate values for that field during the load.

Select Process Terminated Employees to have paysheets created for employees who are receiving refunds and have been retroactively terminated.

For additional information, see product documentation for .

Setting Up Retroactive Benefits and Deductions

PeopleTools: Process Scheduler

PeopleSoft HCM: Global Payroll US

After calculations are loaded, Payroll for North America processes the retroactive benefits and deductions in the next payroll cycle. Retroactive benefits and deductions owed to the employer are collected by way of arrears processing. You can use the arrears processing pages to control how much money is deducted from employee paychecks.

For on-cycle processing, retroactive benefits that are owed to the employee are reimbursed in the next paycheck. If you have used off-cycle processing, refunds are delivered in a separate check.

Note: You can use the Retro Ben/Ded Review page to review the results of the Retroactive Benefit/Deduction Payroll Load process at any time after it has been run. The status of the request is Loaded to Payroll.