1. Implementing Payroll for Canada
  2. Create a Payroll Definition

Create a Payroll Definition

This example demonstrates how to create a payroll definition for the purpose of assigning a payment method to an employee. The employee is associated with one consolidation group and one legislative data group. The payment is for a semimonthly payment frequency.

Before You Begin

Before you begin creating a payroll definition, complete the following:

  1. The legislative data group for your payrolls exist, for example, CA LDG.

  2. Organization payment methods exist for your payrolls, for example, Canadian Cheque.

  3. Create a consolidation group assigned to CA LDG, for example, CA LDG Employee Group.

How to Create a Payroll Definition

To create a payroll definition:

  1. In the Search Results section of the Payroll Definitions page, click Create.

  2. Select the Legislative Data Group for this payroll definition, for example CA LDG.

  3. Enter 1/1/11 as the Effective As-of Date. This is the start date that the payroll is available for use. Click Continue.

    In this example, your company hires all employees after the effective start date of this payroll definition, so there is no issue with loading historical employee data.

  4. In the Basic Details section, complete the fields as shown in the following table.

    Field

    Semimonthly Value

    Name

    CA LDG Employee Semimonthly

    Reporting Name

    CA LDG Semimonthly

    Consolidation Group

    CA LDG Employee Group

    Select an existing consolidation group.

    Period Type

    Semimonthly

    Ledger

    Select a Ledger appropriate for this payment.

    First Period End Date

    8/12/14

    Effective Start Date

    8/31/15

    Default Payment Method

    Canadian Cheque

    Default Payment Method is the payment method that's used if no Personal Payment Method is entered. The Default Payment Method you can select is the payment type of either cheque or cash.

    To enter a valid payment method, click Add Row in the Valid Payment Methods section, and add one or more organization payment methods that are valid for this payroll. You can select any organization payment method defined for the LDG that's linked to this payroll definition.

  5. Click Next.

  6. On the Payroll Offsets page, in the Number of Years field, enter 5.

    Note: The application generates the calendar of payroll periods in increments of 10 or fewer years. For example, if you want a 12-year calendar of payroll periods, you first enter 10 years and submit your changes. Then you edit the payroll definition, setting the number of years to 12.

  7. For the semimonthly payroll, use dynamic variables to define offsets as shown in this table, and then click Next.

    Field

    Falls Value

    Day Type Value

    Offset Value

    Base Date Value

    Cutoff Date

    5

    Work Days

    Before

    Period End Date

    Payroll Run Date

    3

    Work Days

    Before

    Period End Date

  8. On the Payroll Calendar page, adjust payroll days to account for a bank holiday, as shown in this table.

    Column

    Semimonthly Value

    Monthly Value

    Payroll Run Date

    Old Value: 11/28/13

    New Value: 11/27/13

    Old Value: 5/27/13

    New Value: 5/28/13

  9. Click Next.

  10. Review the details of the payroll definition, and then click Submit.