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Getting Started with Global Payroll
Global Payroll Documentation
Global Payroll Overview
Global Payroll Business Processes
Global Payroll Integrations
Global Payroll Implementation
Understanding Global Payroll
Global Payroll Features
Elements
Payroll Rules
Payroll Processing
Off Cycle Processing
Absence Processing
Segmentation
Retroactivity
Real Time Integration with Other PeopleSoft Applications
Introducing the Core Application Architecture
Understanding the Core Application Architecture
Understanding Elements
Understanding the Processing Framework
Understanding the Batch Architecture Process Flow
Understanding Multiple Currencies
Defining Installation Settings
Defining Currency Conversion Setup
Working with Payee Data
Understanding Payee Data
Understanding Data Retrieval from HR
Understanding Payroll System and Pay Group Assignments for a Payee
Adding a Person of Interest
Viewing Payee Data
Updating Payee Data
Sharing Banking Data
Sharing Schedule Data
Defining General Element Information
Understanding Elements
Understanding Categorization of Elements
Understanding Data Retrieval Elements
Understanding Calculation Elements
Understanding Organizational Elements
Defining Element Types
Defining Entry Types
Selecting Entry Types and Displaying Record.Field Combinations
Defining Industries and Categories
Defining Element Names
Updating Component Element Information
Defining Suffixes
Copying Elements
Defining Data Retrieval Elements
Understanding Data Retrieval Elements
Working with System Elements
Defining Array Elements
Defining Writable Array Elements
Defining Bracket Elements
Defining Rate Code Elements
Defining Fictitious Calculation Elements
Defining Historical Rule Elements
Defining Calculation Elements
Understanding Calculation Elements
Defining Duration Elements
Defining Variable Elements
Defining Date Elements
Defining Formula Elements
Defining Message Elements
Defining Rounding Rule Elements
Defining Count Elements
Defining Proration Rules
Defining Generation Control Elements
Defining Generation Control Frequency
Defining Earning and Deduction Elements
Understanding Earning and Deduction Elements
Defining Earning Elements
Defining Deduction Elements
Preparing Earnings and Deductions for Processing
Defining Element Category Configuration
Configuring Element Overrides
Understanding Element Override Configurations
Configuring Element Override Assignments
Reviewing Standard Component Override Examples
Reviewing Alternate Component Override Examples
Setting Up Accumulators
Understanding Accumulators
Defining Accumulators
Adjusting Accumulator Balances
Understanding Absence Management
Understanding Absence Setup and Management Tasks
Absence Management Features
Batch Absence Processes
The Entitlement Process
The Take Process
Online Forecasting and Balance Inquiry Processes
Defining Absence Elements
Understanding Absence Element Setup
Defining Absence Types and Reasons
Defining Absence Entitlement Elements
Defining Absence Take Elements
Preparing Absence Elements for Use
Setting Up Absence Entitlement Balance Forecasting and Inquiry
Using Schedules
Understanding Work Schedules
Creating and Viewing Schedules
Validating Work Schedules
Defining Holiday Schedules
Assigning Work Schedules
Using Self-Service Scheduling Features for Managers
Using Self-Service Scheduling Features for Employees
Defining the Organizational Structure
Understanding the Organizational Structure
Defining Element Groups
Defining Eligibility Groups
Defining Pay Entities
Defining Pay Groups
Defining Processing Elements
Understanding Processing Elements
Understanding Sections
Understanding Process Lists
Setting Up Sections
Setting Up Process Lists
Defining Payee Selection Criteria
Using Calendars
Understanding Calendars
Defining Run Types
Creating Periods
Creating Single Calendars
Creating a Set of Calendars
Defining Calendar Groups
Defining Automated Calendar Groups
Entering Calendar Override Instructions for a Payee
Working with Positive Input
Understanding Positive Input
Entering Positive Input
Creating and Using Template-Based Pages to Enter Positive Input
Making Retroactive Adjustments to Positive Input
Reviewing Positive Input
Searching for Positive Input
Setting Up Overrides
Understanding Overrides
Defining Pay Entity Overrides
Defining Pay Group Overrides
Defining Payee Overrides
Defining Pay Calendar Overrides
Defining Overrides Via Elements
Defining Element Definition Overrides
Defining Overrides with Positive Input
Managing Interactions Between Element Assignment Overrides, Positive Input Entries, and Element Definitions
Generating Complementary Rules Instances
Resolving Overrides in Batch Processing
Managing Element Eligibility and Resolution
Element Eligibility
Element Resolution
Managing Multiple Resolutions of an Earning or Deduction
Understanding Multiple Resolutions
Generating Multiple Resolutions Using Positive Input
Generating Multiple Resolutions Using Element Assignments
Generating Multiple Resolutions Using Accumulator Drivers
Defining Interactions Between Positive Input Entries and Element Assignments with User Field Sets
Managing Multiple Resolutions through a Driver When There Are Earning, Deduction, and Positive Input Assignments
Defining Element Eligibility
Defining Components of a Calculation Rule When an Element Has Multiple Resolutions
Understanding Segmentation with Multiple Resolutions
Generating Complementary Rule Instances When There Are Multiple Resolutions with Different User Field Sets
Retrieving Data for Elements that Resolve Multiple Times
Defining Arrears
Using Generation Control with Multiple Resolutions
Using the Always Recalculate Option
Using Brackets and Formulas to Populate User Fields
Defining Retroactive Processing Considerations
Using System Elements
Processing Payroll
Understanding Payroll Processing
Common Elements Used to Process Payroll
Entering Processing Instructions
Creating Group Lists
Creating Process Streams
Debugging Absence and Payroll Calculation
Using the Element Trace Viewer
Understanding Element Trace Extraction Tool
Loading Element Trace
Masking Elements
Viewing and Finalizing Payroll Results
Common Elements Used to View and Finalize Payroll Results
Viewing Processing Results
Viewing the Log File
Viewing Processing Statistics
Viewing Payee Iterative Lists
Viewing Payee Messages
Viewing Payee Status and Updating a Payee's Processing Instructions
Viewing Results by Calendar
Viewing Positive Input Results
Viewing Daily Results of the Absence Take Process
Viewing Delta Values for Retroactive Calculations
Viewing Results by Calendar Group
Configuring the Processing Monitor
Using the Processing Monitor
Defining Administrator Payroll Results
Viewing Administrator Payroll Results
Viewing an Element Resolution Chain
Correcting Batch Processing and Data Entry Errors
Finalizing a Payroll or Absence Run
Canceling a Payroll or Absence Run
Processing Special Situations
Reporting Payroll Data
Using the Global Payroll WorkCenter
Understanding the Default Configurations and Setup for Global Payroll Fluid WorkCenter
Using the Fluid Global Payroll WorkCenter
Using the PeopleSoft User Interface to Work with Global Payroll Analytics
Using the PeopleSoft Fluid User Interface to Work with Absences
Using the PeopleSoft Fluid User Interface to Work with Absences as an Employee
Using the PeopleSoft Fluid User Interface to Work with Absences as a Manager
Using the PeopleSoft Fluid User Interface for Global Payroll Administration
Setting Up and Using Global Payroll Tiles
Working with the Global Payroll Administration Navigation Collection
Using the PeopleSoft Fluid User Interface to Work with the Global Payroll Work Area
Setting Up the Global Payroll Work Area
Working with the Global Payroll Work Area
Using the PeopleSoft Fluid User Interface to Work with Global Payroll Analytics
Working with Global Payroll Analytics
Viewing Global Payroll Insights
Global Payroll Assistant
Understanding Global Payroll Assistant
Defining Chatbot Application Setup
Using the PeopleSoft Fluid User Interface to Manage Payroll as an Employee
Using the PeopleSoft Fluid User interface to Manage Payroll as an Employee
Using the PeopleSoft Fluid Interface to Browse Elements
Browsing Elements
Using the PeopleSoft Fluid User Interface to View Payroll Reports
Using the PeopleSoft Fluid User Interface to View Payroll Reports
Using Absence Analytics
Understanding Absence Analytics
Preparing and Loading Absence Analytics Data
Defining the Absence Analytics Dashboard Content and Layout
Using the Absence Analytics Dashboard Pagelets
Using the PeopleSoft Fluid User Interface to Work with Absence Analytics as a Manager
Configuring Off Cycle Transactions
Understanding Off Cycle Configurations
Configuring Off Cycle Requests
Managing Off Cycle Processing
Understanding Off Cycle Processing
Initiating Off Cycle Transactions
Recording Manual Payments
Correcting or Reversing Finalized Results
Making Additional Payments
Processing Advances
Processing and Viewing Results for Off Cycle Transactions
Entering and Processing Absences
Understanding Absence Entry
Entering Maintaining and Approving Absence Events
Forecasting Absence Entitlement Balance During Absence Entry
Viewing Current Absence Entitlement Balances and Running the Absence Entitlement Balance Inquiry Process
Adjusting and Overriding Entitlement Balances
Reviewing Daily Absence Records
Running the Absence Entitlement and Take Processes
Reporting Absence Data
Setting Up Self-Service Absence Transactions
Understanding Self Service Setup Tasks
Defining Self Service Absence Rules by Country
Defining Self Service Absence Rules by Take Element
Defining Forecasting Rules for Self Service Absence Requests
Viewing or Modifying Text on Self Service Absence Pages
Entering and Approving Self Service Absence Requests
Prerequisite
Understanding the Absence Request Transactions
Managing Employee Self Service Pages
Managing Employee Absences Through PeopleSoft Time and Labor Self Service
Managing Manager Self Service Pages
Managing Manager Absences Through Time and Labor Self Service
Using Approvals with Absence Management
Understanding the Approval Process
Working with Delegations in Absence Management
Understanding Delegation
Reviewing Delivered Absence Management Delegation Set Up
Adding Delegation Request Through Self Service
Setting Up Triggers
Understanding Triggers
Setting Up Trigger Definitions
Implementing Triggers
Managing Automatically Generated Triggers and Defining Triggers Manually
Reviewing PeopleSoft Delivered Triggers
Setting Up Mass Triggers
Understanding Mass Triggers
Declaring and Calling the Generate_Triggers Function
Setting Up Mass Triggers
Managing Mass Trigger Action Events
Defining Segmentation
Understanding Segmentation Setup
Setting Up Segmentation
Managing Segmentation
Defining Retroactive Processing
Understanding Retroactive Methods
Common Elements Used in Retroactive Methods
Understanding General Rules of Retroactive Processing
Setting Up Retroactive Processing
Additional Pages Affecting Retroactive Processing
Understanding Complex Retro Processing
Tips for Retroactive Processing
Defining Banking Instructions
Understanding Banking
Defining Banks and Branches
Setting Up Funding
Defining Deposit Schedules
Defining Recipients
Assigning Recipients to Deductions and Payees
Defining Payee Net Pay Elections
Setting Up Country-Specific Banking Processing
Running the Banking Process
Reviewing Banking Results by Calendar Group
Using Banking Information with Local Country Processes
Using Retroactive Calculations in Banking
Sending Payments to PeopleSoft Financial Gateway
Reconciling Payments
Understanding the Payment Reconciliation Process
Prerequisite
Entering Bank File Information
Running the Reconciliation Process
Viewing Transactions
Resolving Exceptions
Managing Applications and List Sets
Understanding Applications and List Sets
Common Elements Used to Manage Applications and List Sets
Prerequisite
Setting Up Applications
Setting Up List Sets
Using the Utilities
Understanding the Global Payroll Utilities
Defining Element Relationships
Adding Records to an Element Map
Viewing Element Relationships
Creating and Exporting Rule Packages
Importing, Comparing, and Upgrading Rule Packages
Renaming Elements
Creating and Exporting Non-Rule Packages
Importing, Comparing, and Upgrading Non-Rule Packages
Copying Packages
Stamping and Packaging Elements by Version
Applying Packages through PeopleSoft Update Manager
Defining Security
Understanding Security
Common Elements Used to Define Security
Restricting User Access
Element Security
Payee Security
Integrating with PeopleSoft General Ledger
Understanding the General Ledger Interface
Integrating Global Payroll with General Ledger
Running the General Ledger Process and Sending Data
Defining Retroactive Processing for General Ledger
Integrating with PeopleSoft EnterpriseOne General Ledger
Understanding the General Ledger Interface
Setting Up the Integration in the Enterprise Database
Viewing the Data in the PeopleSoft HCM Database
Configuring the Target Product and System
Mapping Cost Centers and Accounts
Retrieving Currency Exchange Rates
Preparing and Posting Accounting Lines from Global Payroll to General Ledger
Handling Data Errors in Batch Posting
Integrating with PeopleSoft Time and Labor
Understanding How to Compensate Employees in Global Payroll for Time Reported Through Time and Labor
Configuring Global Payroll to Work with Time and Labor
Running a Payroll with Time and Labor Data
Updating the Payable Status of Payable Time Entries
Sharing Work Schedules with Time and Labor
Integrating with Variable Compensation Functionality
Understanding Variable Compensation Awards
Processing Variable Compensation Awards
Integrating with PeopleSoft Performance Management
Understanding the Performance Management Interface
Reviewing Delivered Setup Data in the Global Payroll Database
Loading Data into the Global Payroll EPM Tables
Viewing Delivered Elements
Understanding How to View Delivered Elements
Setting Up Market Driven Support
Understanding Market Driven Support for Global Payroll
Enabling Market Driven Support (MDS) for Global Payroll
Generating Report Data
Understanding Report Data Generation
Common Elements Used to Generate Report Data
Defining Report Data
Validating Report Data
Using Report Data
Setting Up and Running Generic Reports
Understanding Generic Reports
Setting Up Generic Reports
Running Generic Reports
Archiving Data
Archiving Global Payroll Data
Managing the Data Archive Manager
Running the Data Archive Manager
Global Payroll Queries
Delivered Queries
Global Payroll Reports
Global Payroll Reports: A to Z
Report Samples