Skip to Main Content
Getting Started with Payroll for North America
Payroll for North America Overview
Payroll for North America Business Processes
Payroll for North America Integrations
Payroll for North America Implementation
Defining System Settings for Payroll for North America
Defining System Settings for Payroll for North America
Defining Categories
Using the Payroll WorkCenters
Understanding PeopleSoft WorkCenters
Using the Payroll WorkCenter
Generating and Viewing Payroll WorkCenter Pivot Grids
Using the Fluid Payroll WorkCenters
(USA) Using the Fluid Payroll WorkCenter
(CAN) Using the Fluid Payroll WorkCenter
Generating and Viewing Fluid Payroll WorkCenter Pivot Grids
Viewing Payroll Insights
Viewing Payroll Insights
Viewing Year-End Insights
Setting Up Payroll Tax Tables
Understanding Payroll Tax Tables
(USA) Viewing and Adding Tax Classes
(USA) Viewing Federal and State Tax Tables
(USA) Viewing Local Tax Tables
(USA) Managing Tax Reciprocity
(USA) Updating the Taxable Gross Definition Table
(USA) Viewing State Tax Status Codes
(CAN) Viewing Canadian Tax Tables
(CAN) Setting Up Wage Loss Plans
(CAN) Defining Canadian WCB Assessment Reporting
(USF) Setting Up State and Locality Tax Routing
(E&G) Setting Up 1042 Processing for Non-resident Aliens
(USA) Establishing UI Report Codes
(USA) Establishing Standard Occupational Classifications
(USA) Specifying Voluntary Disability Insurance Plan Location and Contact Information
(USA) Specifying Parameters for Quarterly Tax Reporting
(USA) Setting Up FUTA State Credit Reduction
Setting Up Tax Types for PeopleSoft Payables Integration
Working with Program Funding Configuration
Setting Up Pay Groups
Understanding Pay Groups
Understanding Proration Rules
Defining Pay Groups
Defining Earnings Codes and Earnings Programs
Understanding Earnings Tables
Understanding Tax Specification
Establishing Earnings Codes
Establishing Earnings Programs
Defining Deductions
Understanding Deductions
Creating Deduction Subsets
Setting Up Deductions
Defining General Deductions
Defining Benefit Deductions
Assigning General Deductions to a Company
Setting Up the Payroll Process
Understanding HCM Information Used in the Payroll Process
Understanding Tables That Support the Payroll Process
Understanding Pay Calendar Date Fields
Understanding Shift Pay Calculation Methods
Setting Up the Shift Table
Establishing Special Accumulator Codes
Setting Up Holiday Schedules
Setting Up Rapid Entry Paysheet Templates
Setting Up Continue with Errors Processing
Defining the Final Check Process
Setting Up to Print and View Paychecks and Year-End Pay Forms with BI Publisher (BIP)
Setting Up the Form Table for Printing Checks and Direct Deposit Advices
Setting Up Banks and Direct Deposit
Setting Up Retro Pay Processing
Reviewing and Modifying Payroll Messages
Handling Employees with Multiple Jobs in the Same Organization
Setting Up Garnishments
Setting Up a Garnishment Deduction
Defining Disposable Earnings for Garnishments
Setting Up Garnishment Rules
(USA) Maintaining Garnishment Proration Rules
Establishing a General Ledger Account for Company Fees
(CAN) Setting Up Additional Canadian Payroll Functionality
Setting Up Canada Payroll Savings Programs
Setting Up Canadian Low-Interest Loans
Setting Up Group-Term Life Insurance in Canada
(USA) Setting Up Additional U.S. Payroll Functionality
Setting Up the Payroll System for Tip Allocation
Setting Up Group-Term Life Insurance in the U.S.
Setting Up for FLSA Calculation
Setting Up for Alternative Overtime Calculation
Setting Up Overtime Pay Calculations on Flat Sum Bonus Payments
Setting Up Jurisdiction Minimum Wage Processing
(USF) Setting Up Additional U.S. Federal Payroll Functionality
Establishing Pay Plans
Defining Earnings Accrual Classes
Setting Up Military Deposits
Setting Up Retirement Annuity Offsets
Setting Up IRR Remarks
Maintaining Payroll Data
Understanding Payroll Data
Entering Tax Distribution Information
(USA) Entering U.S. Employee Tax Data
(CAN) Entering and Maintaining Canadian Income Tax Data
(USA) Processing Forms W-4
Setting Up Employee General Deductions
Specifying Employee-Level Benefit Deduction Overrides
Setting Up Direct Deposits
Defining Additional Pay Earnings
Maintaining Optional Payroll Data
Maintaining Garnishments, Savings Bonds, and Other Payroll Data
Administering Garnishments
Prerequisites
Specifying Employee Garnishment Data
(USF) Specifying Garnishment Data for U.S. Federal Government Employees
Verifying Garnishment Data Compliance
Processing One-Time Garnishment Deduction Overrides
(USA) Producing an EFT Transmittal for Child Support Garnishments
(USF) Processing a Child Support EFT Transmittal
Viewing Garnishment Information
(CAN) Administering Additional Canadian Payroll Functionality
Administering Canada Payroll Savings Programs
Administering Canadian Low-Interest Loans
(USA) Administering Additional U.S. Payroll Functionality
Allocating Tips
Adjusting Imputed Income for U.S. Group-Term Life Insurance
(USF) Administering Additional U.S. Federal Payroll Functionality
Administering Pay Caps and Limits
Reviewing and Adjusting Pay Limit Balances
Managing Leave Accrual
Processing WGI, Tenure, and Probation Nonpay Hours
Reporting on FEFFLA and FMLA Leave
Crediting Military Service to Civilian Retirement
Viewing Reemployed Annuitant Information
Viewing Semiannual Headcount Report Details
(E&G) Administering Contract Pay
Understanding Contract Pay Processing
Understanding Contract Earnings
Contract Pay Calculation Examples
Setting Up Contract Pay
Entering Employee Contract Pay Settings
Processing Contract Pay
Administering Contract Prepay
Adjusting Contract Employee Prepay Balances
Certifying Time and Effort
Integrating with PeopleSoft Time and Labor
Understanding the Interface with Time and Labor
Setting Up the Interface with Time and Labor
Loading Payable Time into Paysheets
Reviewing Results and Correcting Errors
Extracting Time and Labor Costs
Integrating with PeopleSoft HCM and Expenses
Understanding Integration with PeopleSoft HR and Expenses
Integrating with Manage Variable Compensation
Integrating with Talent Acquisition Manager
Integrating with Stock Administration
Integrating with PeopleSoft Expenses
Integrating with Absence Management
Integrating with Student Financials
Integrating with Oracle HCM Fusion Cloud
Understanding the Oracle HCM Fusion Cloud Interface
Working with Paysheets
Understanding Compensation Rates
Understanding Paysheets and Paylines
Understanding Deduction Override Processing
Creating Paysheets Automatically
Entering Hours or Amounts Using Rapid Entry Paysheets
Loading Paysheet Transactions
Viewing and Updating Paysheets and Paylines
Recording One-Time Deductions
Recording One-Time Garnishments
Recording One-Time Tax Deductions
Setting Up and Processing Payback Deductions
Processing Gross-Ups
Creating Final Check Paysheets
Reviewing Paysheet Balances
Generate Paysheet Reports
Performing Quick Calculation
Performing Quick Calculation
Calculating Pay
Understanding the Pay Calculation Business Process
Understanding Pay Calculation Parameters
Running Pay Calculation Processes
Reviewing Pay Calculation Results
Reviewing Payroll Messages and Correcting Errors
Running Earnings Subject to Limits Reports
Running Update FICA Status on Paylines Reports
Running Final Pay Calculation
Confirming Pay
Understanding Pay Confirmation
Confirming Pay
Unconfirming Pay
Working with Checks and Direct Deposit
Printing Paychecks and Direct Deposit Advices
Generating a Direct Deposit File
Processing Online Single Checks
Recording Manual Checks
Processing a Final Check Request
Determining Whether to Reverse or Adjust a Check
Reversing Paychecks
Handling Direct Deposit Reversals
Adjusting Paychecks
Reconciling Checks
Reprinting Checks
Configuring Component Lockdown
Configuring Component Lockdown
Integrating with PeopleSoft General Ledger
Understanding the General Ledger Interface
Setting Up Business Units for General Ledger Integration
Grouping Earnings, Deduction, and Tax Expenses
Mapping Expense Groups to ChartField Combinations
Preparing and Transferring Payroll Data to General Ledger
Integrating with EnterpriseOne General Ledger
Understanding the EnterpriseOne General Ledger Interface
Configuring the Target Product and System
Configuring and Mapping Business Units
Mapping Cost Centers and Accounts to the Payroll for North America System
Retrieving Currency Exchange Rates
Preparing and Posting Accounting Lines to EnterpriseOne General Ledger
Integrating with PeopleSoft Payables
Understanding the Interface with Payables
Setting Up the Payables Interface
Maintaining Vendor Information
Extracting Deductions
Reviewing and Sending Vouchers
(USF) Setting Up and Processing Agency Interfaces
Setting Up Treasury Interface TAS and BETC Requirements
Mapping Treasury TAS and BETC to Payroll Activities
Generating and Reviewing the Treasury Interface Bulk and SPS Files and Reports
Setting Up ECS Controls
Preparing ECS Off-Cycle Disbursements
Running the ECS Interface
Setting Up the Treasury and FRB Bond Interface
Setting Up and Running the TSP Interface
Running the RITS Interface Process
Reporting Payroll
Using Common Payroll for North America Report Run Control Pages
Preparing Annual Payroll Reports
Preparing Quarterly Payroll Reports
Preparing Monthly Payroll Reports (Illinois)
Preparing Pay Period Reports
Processing Retro Pay
Understanding Retro Pay Processing
Working With Retro Pay Mass Requests
Reviewing Retro Pay Requests
Running and Reviewing Retro Pay Calculations
Loading Retro Pay Into Paysheets
Updating the Retro Pay Process Flag
(E&G) Generating Lump-Sum Retroactive Payments for Contractual Employees
(USF) Managing Interest Calculations on Retro Pay
Reporting on Retro Pay Processing
Reviewing, Adjusting, and Deleting Employee Balances
Understanding Employee Balance Adjustments
Reviewing and Adjusting Arrears Balances
Reviewing and Adjusting YTD Check Balances
Reviewing and Adjusting Deduction Balances
Reviewing and Adjusting Earnings Balances
Reviewing and Adjusting Garnishment Balances
Reviewing and Adjusting Special Accumulator Balances
(USA) Reviewing and Adjusting U.S. Tax Balances
(E&G) Reviewing and Adjusting 1042 Tax Balances
(CAN) Reviewing and Adjusting Canadian Tax Balances
Reviewing and Adjusting Other Balances
Generating a Balance Adjustment Report
Deleting Employee Balances
(CAN) Setting Up and Processing Business Payrolls Survey Reporting
Understanding BPS Reporting
Setting Up BPS Reporting Tables
Defining BPS Reporting Units
Specifying Earnings Codes for BPS Reporting
Generating the BPS EDR File
(CAN) Generating a Canadian Record of Employment
Understanding ROEs
Defining Earnings for Translation to the ROE Form
Creating ROE Data
Reviewing and Updating ROEs Online
Reviewing and Adjusting ROE Balances
Generating and Auditing ROEs
Deleting ROE Data Records
(USF) Generating IRR and ROST Reports
Understanding the IRR Process
Viewing and Maintaining Employee IRR Data
Creating IRR Worksheets
Generating Final IRRs
Generating ROST Reports
Generating Supplemental or Correction IRRs
Accumulating and Adjusting Fiscal Data
(CAN) Managing Dental Care Eligibility
Managing Canada Dental Care Eligibility
Accessing Year-End Processing Instructions
Understanding Year-End Processing Instructions
Creating Files for Year-End Processing
Creating W-2 Import Files
Configuring Batch Processes
Batch Process Configuration
Payroll-Related Tables
Processes
High-Level Processes
Process Detail
Payroll for North America COBOL Program Types
PeopleSoft SQL API for Batch COBOL
Flexible Field Lengths
Data Input Requirements for Third-Party Paysheet Data
Converting Employee Balances
Understanding Employee Balance Records
Generating Control Totals
(USA) Converting Tax Balances in Mid-Year Conversions
Using SQRs
Using Year-End Processing
(CAN) Converting ROE Data
Reviewing the Parallel Test Checklist
Parallel Test Checklist
(USA) FLSA and Alternative Overtime Calculations
Overview of FLSA Calculations
Multiplication Factors in FLSA Calculations
FLSA Rates for Hourly and Exception Hourly Employees
FLSA Rates for Hospital Employees
FLSA Rates for Salaried Employees
FLSA Rates for Monthly and Semimonthly Exception Hourly Employees
FLSA Requirements for Public Safety Employees
FLSA Rates with Mid-Period Rate Changes
Single Payments Over Multiple Pay Periods
Seven-Day FLSA Period with Biweekly Payroll
Double-time Calculations for FLSA and Alternative Overtime Employees
Alternative Overtime Calculations
Working with Regular Rate of Pay Calculations for Employees
(USA) Overtime Calculations on Flat Sum Bonus Payments
Overview of Overtime Calculations on Flat Sum Bonus Payments
Overtime Pay Calculations on Flat Sum Bonus Payments
(CAN) Canadian Tax Method Calculations
Understanding Canadian Tax Methods
Bonus Tax Method
Commission Tax Method
Lump Sum Tax Method
Canadian Tax Methods Calculations
(USA) U.S. Tax Methods and Calculations
Special Withholding Tax Status
Supplemental Tax Calculations
Aggregate Taxation of Multiple Checks
(USA) Sample Overflow Checks and Advices
Overflow Checks and Advices
Check
Deposit Advice
Self-Service Wage Statement
PeopleSoft Payroll for North America Reports
PeopleSoft Payroll for North America Reports: A to Z
PeopleSoft Payroll for North America Selected Reports
Report Samples