Understanding Global Payroll Core Functionality in the U.S.

This topic discusses:

  • Payment keys

  • Retroactivity

  • Segmentation

  • Rounding rules

  • Triggers

Note: Suffixes that are used in PeopleSoft Global Payroll for United States are discussed in this product documentation.

Payment keys are used with forwarding retroactivity to keep deltas separate in the current pay period. When a payment key exists for recalculated periods and deltas are forwarded to the current period, the system runs a separate gross-to-net calculation for that payment key, thereby creating an additional GP_PYE_SEG_STAT record.

PeopleSoft Global Payroll for United States uses Company as a payment key.

In PeopleSoft Global Payroll for United States, the default retroactive method is forwarding. Using this method, the system creates deltas for each earning, deduction, and segment accumulator recalculated in a prior period, and forwards the deltas to the current period.

See Understanding the Core Application Architecture.

The system generates a retroactive trigger every time you enter a change for the following data:

  • Pay rate changes.

  • Absences.

  • Positive input.

  • Earning and deduction assignments.

  • Schedule assignments.

  • Employee actions such as hire, terminate, or transfer.

  • Standard hours changes.

  • Company changes.

  • Department changes.

  • Pay system changes.

  • Pay group changes.

  • Eligibility group changes.

  • Holiday changes.

  • Grade changes.

See Understanding Retroactive Methods.

You can segment components of pay based on events such as changes to compensation, employee status, or a job during a pay period. For example, you can set up the system to trigger segmentation of earnings results on the payslip when a change is made to an employee's job data in PeopleSoft HCM.

Global Payroll provides two types of segmentation:

  • Period segmentation (full segmentation).

  • Element segmentation (slice segmentation).

Period segmentation occurs when more than one gross-to-net calculation is required. Element segmentation occurs when employee data changes in midperiod, requiring the affected elements to be calculated on either side of the date of change.

In PeopleSoft Global Payroll for United States, period segmentation occurs as a result of:

  • Company changes.

  • Pay group changes.

  • Pay system changes.

  • Employee actions, such as hires, terminations, transfers, and additional jobs.

Element segmentation occurs as a result of:

  • Pay rate changes.

  • Standard hours changes.

  • Department changes.

In PeopleSoft Global Payroll, you can apply rounding to any component of an earning or deduction, the resolved amount of an earning or deduction, or within a formula. Rounding is applied to each of the components first before the resolved amount is rounded. Rounding is applied after proration rules are applied.

PeopleSoft Global Payroll for United States delivers these rounding rules:

Data to Be Rounded

Rule

Compensation

For internal calculations, use six decimal places, but always resolve to two decimal places.

Hourly Rates

Always store hourly rates six decimal places.

Garnishments

For internal calculations, use six decimal places, but always resolve to two decimal places.

Taxes

For internal calculations, use six decimal places, but always resolve to two decimal places.

All Other Deductions

Calculate and resolve to six decimal places.

Net pay

Calculate and resolve to two decimal places.

Triggers are used to detect online changes to data that should result in some type of system action.

Global Payroll provides three types of triggers:

  • Iterative: Tells the system to process (or reprocess) an employee in the current period.

  • Segmentation: Tells the system to segment a period or element.

  • Retro: Tells the system to perform retroactive processing.

In PeopleSoft Global Payroll for United States, an iterative trigger must be defined for each table containing retroactive or segmentation triggers.

Two segmentation events are delivered with PeopleSoft Global Payroll for United States. One is for full segmentation and the other is for element segmentation.

Two retroactive events are delivered with PeopleSoft Global Payroll for United States. One is for corrective retro processing and the other is for forwarding retro processing.

In addition, PeopleSoft Global Payroll for United States uses mass trigger functionality. This functionality enables you to generate employee payroll triggers based on changes to setup tables. Mass triggers are specified for a certain record on a certain component. A SQL object defines the population affected by the setup table change. After the affected employees are determined, you can review the trigger details before accepting the changes.

PeopleSoft Global Payroll for United States delivers mass triggers for benefit-related tables.