Configuring Time and Labor for Use with Payroll for North America

Before you can use Time and Labor with Payroll for North America, you must configure both systems appropriately. You must also select options on the Installation table and set up employee job data in the Administer Workforce business process of PeopleSoft Human Resources.

This section discusses how to:

  • Configure Time and Labor.

  • Configure Human Resources.

  • Configure the Installation table.

Configuring Time and Labor

To configure Time and Labor for integration with Payroll for North America:

  1. On the Pay System page, select the distribution features to use for Payroll for North America.

    By default, Labor Distribution is selected and Labor Dilution is not.

    See Payroll System Options.

  2. On the Time Reporting Codes - Definition page, map each time reporting code to the appropriate earnings code defined in Payroll for North America.

    If you want the TRC to be eligible for labor distribution, select the Distribute Costs option. If you want an hourly TRC to be eligible for labor dilution, select the Used in Labor Dilution option.

    If a TRC is set up for labor distribution or dilution, but Labor Distribution or Labor Dilution is not enabled on the Pay System page, distribution and dilution don't occur.

    Note:

    We recommend that you use the Sync (synchronize) feature on the TRC Setup 1 page to synchronize time reporting codes with the earnings codes defined in Payroll for North America.

    See Defining and Mapping Time Reporting Codes (TRCs).

  3. On the Create Time Reporter Data page or the Maintain Time Reporter Data page, select the Send Time to Payroll option for each employee.

    Payroll for North America does not create paysheets for non-employees.

    See Entering and Maintaining Time Reporter Data.

  4. On the TL Installation page, select the appropriate settings in the TL/ NA Payroll Options group box.

    See Setting Up System Defaults and Loading Dates.

Configuring Human Resources

To configure PeopleSoft Human Resources for integration of Time and Labor with Payroll for North America:

  1. For each employee, ensure the Payroll System field on the Job Data - Payroll page is set to Payroll for North America.

  2. Set the Employee Type field on the Job Data - Payroll page to E (exception hourly) or H (hourly).

    If the Employee Type field on the Job Data - Payroll Page is set to S (salaried), any hours mapped to the default REG earnings code aren't loaded to paysheets. However, costs are labor-distributed across these hours if the Distribute Costs option is selected for the TRC. Select E or H. This enables the system to send updated costs for prior period adjustments to payroll and your general ledger application. If you set up employees with S, Time and Labor populates the labor distribution amount and the diluted gross amount with an estimated gross for these entries. These entries are available as actual costs to publish to Project Costing, but don't flow through Payroll for North America to your general ledger application.

    See PeopleSoft Human Resources Administer Workforce: Payroll Page.

Configuring the Installation Table

Select the Time and Labor and Payroll for North America paysheet options on the Product Specific page of the Installation Table component (INSTALLATION_TBL).

Use this information to determine your settings:

  • Change Final Check, Change Online Check, or Change Reversal Adjustments options.

    We recommend that you do not select these options because they control whether users can make paysheet changes to data that is retrieved from Time and Labor. If you select these options, any changes made directly to the paysheets aren't transmitted back to Time and Labor.

  • Load in Preliminary Calc (load in preliminary calculations) option.

    The Pay Calculation process uses the value of the Load in Preliminary Calc field to determine whether to load new available time (additional time that was worked before the job change but not previously entered on paysheets):

    • If you select this check box, the system loads all valid available time to the new paysheets, including new available time.

    • If you clear this check box, the process does not load any new available time to paysheets.

Note:

If an employee had a Job data change that caused paysheets to be rebuilt, the preliminary Pay Calculation process attempts to reload all valid time and rejects time that is no longer valid as a result of the job change. This is true regardless of the setting of the Load in Preliminary Calc field. As a result, some new time might be loaded for employees who had a Job data change, even when this option is not selected on the Installation table.

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