Setting Up Related Applications

When setting up PeopleSoft Time and Labor, keep the following in mind:

• To enter time in PeopleSoft Pay/Bill Management, you can use only the PeopleSoft Time and Labor rapid time templates that contain the following fields: TRC (time reporting code), PC BU (Project Costing business unit), Project ID, Activity ID, Override Rate, and Billable Indicator.

• Do not use task entity codes and do not use combination codes in your rapid time templates.

• Defining time collection devices is optional.

• Ensure that you defined the task template correctly for all elements for which you enter data.

Configure your HR departments so that they coincide in value with the corresponding PeopleSoft General Ledger departments. That is a design assumption in PeopleSoft Pay/Bill Management, especially if the Cost Sharing functionality in PeopleSoft Project Costing is used.

When setting up PeopleSoft Project Costing, make sure that you:

• Enable the application messages for estimates and actuals on the Projects Options page.

  Select the Time and Labor Actuals, Time and Labor Estimates, Time and Labor Contractor, and Time and Labor for Billing check boxes in the Time and Labor Interface group box on the Projects Options page.

  Note: Ensure that you select the Project and Activity Team check box for each PeopleSoft Project Costing business unit.

• Enable PeopleSoft Project Costing integration with PeopleSoft Time and Labor on the Installation Options - Projects Integration page.

  Select the Load Time Automatically check box in the Time and Labor Integration region of this page.

• When configuring project types, make sure that the project types referred to in the PeopleSoft Pay/Bill Management project profiles do not have default rate sets associated with them, otherwise, the system will not be able to automatically create contract custom rate sets for the temporary assignments.

For each PeopleSoft Project Costing business unit, ensure that you configure the PeopleSoft Program Management business unit options to have the Activity Date Cascade Calculations option set to Manual.

When setting up PeopleSoft Contracts, and when configuring the product codes to be used by your contract profiles, ensure that temporary orders use rate-based products and career orders use amount-based products. The products should not be configurable as renewable or as third-party products. The products should not be configured to use templates for billing plans, billing plan details, revenue plans, or renewal plans.

In addition, when you select Products > Identify Product Details > Define Product and Attributes to configure products, ensure that you enter Contracts Only in the Product Use field. Then select the Contracts Options tab and enter a price type of Amount, and leave the four fields in the Templates group box blank.

With PeopleSoft Billing, to find the billing interface parameter that you need to run the Billing Interface Application Engine, view the message log from the Contracts/Billing Interface process (CA_BI_INTFC).

When setting up PeopleSoft Payables, remember that:

• If you are entering contractor time through PeopleSoft Time and Labor and using the Staffing Application Engine process (FO_TO_AP) to load time into voucher staging tables, the voucher profile must have an account mapped for every TRC for which you enter contract time.

• If a supplier sends you an invoice for contractor time and you are entering it directly as a voucher into PeopleSoft Payables, when you run the PC_TO_AP_PC process, you must select the Summary parameter in the Application Options group box on the run control page.

  Warning! Do not select Detail.

When setting up PeopleSoft Payroll for North America, remember that PeopleSoft Time and Labor does not provide all the overtime rules to meet FLSA requirements, and PeopleSoft Pay/Bill Management does not provide any rules. You must create your own.

PeopleSoft Pay/Bill Management does not calculate overtime premium pay rates using FLSA regulations. However, it passes information to PeopleSoft North American Payroll in a format that enables that application to compute the premium pay. PeopleSoft Pay/Bill Management handles FLSA premium pay requirements as follows:

1. If the employee is non-exempt and belongs to a paygroup that is configured as FLSA required, the system does not use the overtime pay rate entered in the assignment, but rather it uses the regular time pay rate as the override rate for overtime pay.

2. The system then relies on PeopleSoft North American Payroll to apply the earnings code multipliers on that override rate to compute premium pay. If the employee is exempt or belongs to a paygroup that is not configured as FLSA required, the system will use the overtime pay rate entered in the assignment as the override rate. In these situations, ensure that the earnings code associated with the overtime TRC does not have the multiplier factor; otherwise overtime premium may be compounded—once by the PeopleSoft Pay/Bill Management assignment override rate and again by the earnings code multiplier rate.

Compensation rate codes entered for staffing employees must have the Use FTE field value set to No.

See also the product documentation for PeopleSoft HCM: Payroll for North America.

When setting up PeopleSoft Global Payroll, make sure that the TRCs for global salaried personnel map to an earnings code that does not add to gross or net amounts. This ensures that you do not pay an employee from employee record 1, 2, 3, and so forth, but instead that you pay from employee record 0.

See also the product documentation for PeopleSoft HCM: Global Payroll, “Paying Salary and Hourly Employees With PeopleSoft Global Payroll”.