Module 1: Setting Up HRMS Tables for Payroll Processing

• Identifying Relevant HRMS Tables
• Installation Table Setup for Payroll
• Role of SetID, Location, and Department
• Company Table Setup
• Frequency and Compensation Setup

Module 2: Setting Up Payroll Tables

• Identifying Payroll Setup Tables
• Source Bank Account Setup
• Special Accumulator Creation
• Earnings Code Setup
• Earnings Program Setup
• Shift Pay Setup
• Pay Group and Rate Code Creation

Module 3: Setting Up U.S. Payroll Tax Tables

• Tax Table Maintenance Responsibility
• PeopleSoft-Maintained Tax Tables
• Customer-Maintained Tax Tables

Module 4: Setting Up Employee Data

• Employee Data Sources
• Employee Instance Setup
• Employee Job Data Entry and Viewing
• Employee Pay Data
• Employee Tax Data Update
• Additional Pay and General Deductions Assignment
• Payroll Options Update

Module 5: Creating and Updating Paysheets

• Paysheets in Payroll for North America
• Balance ID Creation
• Pay Calendar Setup
• Pay Run ID Configuration
• Paysheet Creation
• Paysheet and Payline Management
• Payroll Unsheet Process

Module 6: Calculating Payroll

• Payroll Calculation Description
• Preliminary and Final Payroll Calculation

Module 7: Confirming Payroll and Producing Checks and Reports

• Payroll Confirmation
• Confirmed Payroll Results Viewing
• Check and Advice Printing
• Check Reprinting
• Direct Deposit Transmittals and Reports
• Payroll and Tax Report Description
• Reversing Payroll Confirmation Methods

Module 8: Processing Off-Cycle Payrolls

• Off-Cycle Payroll Processing
• Paycheck Reversal
• Reversal/Adjustment Processing
• Manual Check Recording
• Online Check Production
• Retroactive Processing

Module 9: Setting Up and Processing Additional Payroll Functionality

• Holiday Schedule Setup
• Advanced Earnings Options Setup
• Multiple Jobs Processing Setup
• Mid-period Job Changes Setup
• Gross Ups Processing

Module 10: Setting Up and Processing Benefit Deductions

• Deductions and Earnings Setup for Benefits
• Benefit Program Update and Employee Enrollment
• Benefits-Related Payroll Reports Analysis

Module 11: Setting Up and Processing Garnishments

• Garnishment Setup Steps
• PeopleSoft-Maintained Garnishment Tables
• Company-Level Tables Setup for Garnishments
• Employee Garnishment Deduction Assignment
• Employee Garnishment Specification Data Setup
• Employee Garnishment History Review

Module 12: PeopleSoft Enterprise ePay Description

• ePay Transactions and Setup Requirements
• ePay Security and Workflow Setup
• Voluntary Deduction Transaction Setup
• View Paycheck Transaction Setup
• Paycheck Modeler Setup
• Year End Form Transaction Setup
• ePay Self-Service Transactions Usage

PeopleSoft Payroll – US Rel 9.2 Ed 3 Course Prerequisites:

• Profound knowledge in PeopleSoft functionality related to payroll management.
• Experience in implementing PeopleSoft Payroll for US.
• Understanding of the PeopleSoft Human Capital Management (HCM) solution.
• Familiarity with PeopleTools, appreciating its capacities and usage in real-world situations.
• Knowledge of relevant US payroll laws and regulations.