PeopleSoft - Course Details

PSP-USR91 PeopleSoft Payroll – US Rel 9.1

PeopleSoft Course Description:
In addition to typical on-cycle payroll processing, Payroll for North America provides functionality for a variety of off-cycle payroll events and other payroll requirements. Find out how to reverse a paycheck, record a manual check, produce online checks and final checks, and create a gross up check. Set up and process mid-period job changes and multiple jobs. Set up and processes benefit deductions and garnishments. Learn about the employee self-service options available in PeopleSoft Enterprise ePay.
PeopleSoft Course Duration:
5 Days Training
PeopleSoft Course Target Audience:
Functional Implementer
PeopleSoft Course Prerequisite:
Knowledge of Human Resources foundation tables,Knowledge of Benefits foundation tables,Knowledge of employee level data for HR and Benefits,Ability to run reports
Course Content:
Setting Up PeopleSoft HRMS Tables for Payroll Processing
  • Identifying HRMS Tables That Impact Payroll Processing
  • Describing Installation Table Setup for PeopleSoft Enterprise Payroll for North America
  • Describing the Role of SetID, Location, and Department in Payroll Processing
  • Describing Company Table Setup
  • Describing Frequency and Compensation Setup
Setting Up Payroll Tables
  • Identifying Payroll Setup Tables
  • Setting Up Source Bank Accounts
  • Creating Special Accumulators
  • Setting Up Earnings Codes
  • Setting Up Earnings Programs
  • Describing Shift Pay Setup
  • Creating a Pay Group
  • Creating a Rate Code
Setting Up U.S. Payroll Tax Tables
  • Identifying Tax Table Maintenance Responsibility
  • Describing PeopleSoft-Maintained Tax Tables
  • Setting Up Customer-Maintained Tax Tables
Setting Up Employee Data
  • Identifying Sources of Employee Data
  • Setting Up an Employee Instance
  • Entering and Viewing Employee Job Data
  • Identifying Employee Pay Data
  • Updating Employee Tax Data
  • Assigning Additional Pay to Employees
  • Assigning General Deductions to Employees
  • Updating Payroll Options for Employees
Creating and Updating Paysheets
  • Describing Paysheets in Payroll for North America
  • Describing Balance ID Creation
  • Creating Pay Calendars
  • Setting Up Pay Run IDs
  • Creating Paysheets
  • Viewing and Updating Paysheets and Paylines
  • Loading Paysheets by Rapid Entry Method
  • Describing the Payroll Unsheet Process
Calculating Payroll
  • Describing Payroll Calculation
  • Running Preliminary Payroll Calculation
  • Running Final Payroll Calculation
 
Confirming Payroll and Producing Checks and Reports
  • Confirming a Payroll
  • Viewing Confirmed Payroll Results Online
  • Printing Checks and Advices
  • Describing Check Reprinting
  • Describing Direct Deposit Transmittals and Reports
  • Describing Payroll and Tax Reports
  • Identifying Methods of Reversing Payroll Confirmation
Processing Off-Cycle Payrolls
  • Identifying Off-Cycle Payroll Processing
  • Reversing a Paycheck
  • Describing Reversal/Adjustment Processing
  • Recording a Manual Check
  • Producing an Online Check
  • Describing Continue with Errors Processing
  • Describing Final Check Processing
  • Describing Retroactive Processing
Setting Up and Processing Additional Payroll Functionality
  • Setting Up a Holiday Schedule
  • Setting Up Advanced Earnings Options
  • Setting Up Multiple Jobs Processing
  • Setting Up and Processing Mid-period Job Changes
  • Processing Gross Ups
Setting Up and Processing Benefit Deductions in Payroll
  • Setting Up Deductions and Earnings for Benefits Calculations
  • Updating a Benefit Program and Enrolling Employees
  • Analyzing Benefits-Related Payroll Reports
Setting Up and Processing Garnishments
  • Identifying Garnishment Setup Steps
  • Describing PeopleSoft-Maintained Garnishment Tables
  • Setting Up Company-Level Tables for Garnishment Processing
  • Assigning an Employee Garnishment Deduction
  • Setting Up Employee Garnishment Specification Data
  • Reviewing Employee Garnishment History
Describing PeopleSoft Enterprise ePay
  • Identifying ePay Transactions and Setup Requirements
  • Describing ePay Security Setup
  • Describing ePay Workflow Setup
  • Describing Setup for the Voluntary Deduction Transaction
  • Describing Setup for the View Paycheck Transaction
  • Describing Setup for the Year End Form Transaction
  • Using ePay Self-Service Transactions