Setting Up Accumulators

This topic provides an overview of user keys and discusses how to:

  • Track separate periods of employment.

  • Track NI category changes.

  • Set up accumulator periods.

This topic provides UK-specific information for setting up accumulators. For general information about setting up accumulators, refer to the PeopleSoft Global Payroll product documentation.

User keys enable you to track balances at various levels. This is important in the UK for tracking:

  • Separate periods of employment.

  • Changes of NI category.

All court order accumulators have the following user keys:

  • User Key 1: Court Order Reference Number

  • User Key 2: Order Type

  • User Key 3: Region

This example of the Accumulators - Level page (Set Up HCM > Product Related > Global Payroll and Absence Mgmt > Elements > Supporting Elements > Accumulators > Level) shows an accumulator defined with user keys:

This example illustrates an UK accumulator defined with user keys.

 Example UK Accumulator with User Key Defined page

If an employee has a change of NI category code during the year, the Contributions Office expects to receive the amount of NI contributions for an employee for each category code.

To enable reporting on different category codes, the NI accumulators have User Key 2 defined as the value of the NI category code. This is captured in variable NI VR CATEGORY.

This example of the Accumulators - Level page (Set Up HCM > Product Related > Global Payroll and Absence Mgmt > Elements > Supporting Elements > Accumulators > Level) shows an accumulator defined with NI Category as a user key.

This example illustrates an UK accumulator defined with NI Category as a user key.

 Example UK accumulator with NI Category as a User Key

For the UK, statutory year to date accumulators:

  • Begin Option is Pay Entity Fiscal.

  • Pay Entity Fiscal year must be defined with a start date of April 6.

This example of the Accumulators - Definition page (Set Up HCM > Product Related > Global Payroll and Absence Mgmt > Elements > Supporting Elements > Accumulators > Definition) shows an accumulator period setup:

This example illustrates an Accumulator Period setup.

 Example of an Accumulator Period Setup

Court Orders are not reported within statutory reports and therefore the fiscal YTD is not relevant. However to ensure that the Court Order balance can be calculated, accumulators are required to identify how much has been deducted to date. These accumulators use a Custom Period rather than Fiscal Year to Date.