Setting Up Manual Payments

This topic provides overviews of manual payments and manual payment setup steps and lists the pages used to set up manual payments using U.S. delivered rules.

See Recording Manual Payments.

Page Name

Definition Name

Usage

Off Cycle Request Page

GP_OFFCYCLE_REQ

Use the detail pages of the off-cycle transaction types for the employee IDs that are entered.

Manual Payment Detail Page

GP_OFFCYCLE_M_SEC

Enter instructions for processing manual payments.

Calendar Group Page

GP_CALENDAR_RUN

Define off-cycle calendar groups.

Manual payments are defined on PeopleSoft Global Payroll core application pages. However, you should remember some U.S.-specific issues when setting up manual payments.

Oracle recommends that when entering manual payments for U.S. payees, you manually calculate all calculations outside the system before entering them.

In addition, you should consider the consequences of:

  • Selecting the payment date on the Manual Payment Detail page.

    The selection of the payment date needs to be considered carefully. The selection of the payment date directly affects how elements are accumulated. For example, if you have an accumulator that accrues based on period end date, the payment date may not update the accumulator balances at the right time.

  • Defining processing controls on the Manual Payment Detail page.

    The period begin date and period end date should be supplied by default after you select the target period ID. Oracle recommends that these dates not be changed because the delivered U.S. rules are designed to calculate using whole periods and may not automatically segment if a partial period is entered.

  • Entering the run type on the Manual Payment Detail page.

    Select your run type carefully. To ensure that the payee's manual payment is processed by the system, the Allow Duplicates check box must be selected on the run type; otherwise, the payee may not be processed again if the system detects that he or she has already been processed in the period.

  • Selecting an element selection value on the Manual Payment Detail page.

    Selecting the Limited Element Set option enables you to stop the resolution of all elements on the process list except those contained in the element set that you enter for the manual payment. If you use a limited element set, you need to ensure that all elements calculate independently of pre-processing or post-processing formulas because these do not resolve during off-cycle processing.

    If you select the All option, an analysis needs to be made to understand the impact on your supporting elements.

Note: For manual payments, PeopleSoft Global Payroll for United States delivers a limited element set, TAX EG FED ER, that enables you to enter employee taxes. The limited element set automatically calculates what should be withheld for employer taxes.

Note: Manual payments are used to record monetary values only; absence accumulators are not updated when you use this method.

To set up a manual payment:

  1. Use the Off Cycle On Demand page or the Off Cycle Request page to create the off-cycle group.

  2. Use the Manual Payment Detail page to enter instructions for processing the manual payment.

  3. Create an off-cycle calendar on the Calendar Group page of the Off Cycle Calendar Group component (GP_CALENDAR_RUN).

    Use this calendar to process the manual payment.

  4. Process the manual payment on the Calculate Absence and Payroll run control page.