PeopleSoft HCM Functional Training

Peoplesoft HCM Introduction

i)             HCM Introduction

ii)           HCM integration with multiple Modules

iii)          Peoplesoft PIA

PeopleSoft HRMS basics

1)   PeopleSoft HRMS basics

i)             Types of tables

ii)           The core tables

iii)          PeopleSoft Processes

iv)          Using the Application Designer to find Table Definitions

v)           Joining a PeopleSoft Table

2)   Effective dating

i)             Concepts Underlying Effective Dating

ii)           Basic Effective Date Sub-Query

3)   Understanding Control Tables

i)             Structure of a Control Tables

ii)           Adding a Control Table to a Query

iii)          Using Effective Status

4)   Reporting tables

i)             Reporting Tables Overview

ii)           The Employee Table

iii)          Benefits Plan data table

iv)          Benefits Personal Data Table

v)           Employees Table

HRMS Concepts

i)             Setid, Business Unit

ii)           Tableset sharing

iii)          Department table

iv)          Company table

v)           Job codes table

vi)          Location, Establish table

vii)        Paygroup table

  • Salary plan, grade table

Workforce Administration, Recruitment and Position Management:

1)   Personal Information

i)             Personal Data

ii)           Understanding Effective Dated Personal Data

iii)          Using Social Security Numbers

2)   The Job Tables(Workforce Admin)

i)             Identifying Jobs On PS_JOB

ii)           Storing History: Effective Sequence

iii)          Actions and Action Reasons

iv)          Linking Employees to Common Data

v)           Human Resource Settings

vi)          Job Component as a whole.

vii)        Compensation Data.

viii)       Payroll Settings

ix)          Benefit Settings

3)   Status

i)             Employee Status Field

ii)           The Status Date

iii)          Long Term Disability Issue

4)   Compensation History

5)   Position/Job History

6)   Employment Information

i)             Position Management Fields

ii)           Payroll Settings

iii)          Benefits administration flag

PeopleSoft Benefits

1)   Navigating Benefits

i)             Introductions To Benefits

ii)           Basic Benefits Terminology

iii)          Tracking PeopleSoft Benefits

2)   Dependents And Beneficiaries

i)             How are Dependents and Beneficiaries Stored

ii)           Locating all dependents for a Participant

iii)          Determining Dependent Coverage

3)   Rates

i)             Rate tables

ii)           Calculation rates

Employee Self Service (ESS)

i)             ESS complete module flow

ii)           Setup & Configuration

iii)          Time Reporting

iv)          Delegation intro

Manager Self Service (MSS)

i)             MSS complete module flow

ii)           Setup & Configuration

iii)          Time Reporting

iv)          Delegation Intro

v)           Manager Approvals

vi)          Review Transactions

vii)        Terminations

viii)       Employee Information View

SETUP HRMS

i)             Setting up Installation Table

ii)           Security

iii)          Foundation Tables

iv)          Product Related

v)           ERN Delete Process

vi)          ID Delete

Payroll for North America 

  1. Introduction to Payroll for North America 
  • NA Payroll Integrations 
  • NA Payroll Business Process with real time Scenarios 
  • Set up HR Foundation Tables 
  • Setting up Installation Table 
  • Setting up Company Table
  • Overview on Workforce Administration – Person/Job Data
  • Set up Payroll Foundation Tables
    1. Setting up Form Table, Bank Table, Source bank Table
    2. Setting up Paygroup Table
    3. Setting up Special Accumulator Table
    4. Setting up Earnings Table, Earnings Program Table, Shift Table
    5. Setting up Deduction table, General Deduction Table,
    6. Setting up Company General Deduction Table
    7. Setting up Federal/State Tax Tables
    8. Setting up Tax Location code
    9. Setting up Company State/Local Tax Table
    10. Setting up Garnishments       
  • Setting up Employees
    1. Maintaining Payroll Data
    2. Entering Tax Distribution Information
    3. Setting Up Employee General Deductions
    4. Setting Up Direct Deposits

10. Paysheet Creation

  1. ·   Pay Calendar Table
    • PreSheet Audit report
    • Creating Paysheet
    • Paysheet data elements
    • Verifying Paylines
    • General errors while creating Paysheets with real time examples
  2. Pay Calculation
    • Pay Calculation overview
    • Pre-Calc audit report
    • Preliminary and Final Calculation
    • Payroll Error messages
    • General errors while running Paycalc with real time examples
  3. Pay Confirmation
    • Pay Confirmation overview
    • Pre-Confirm audit report
    • Pay confirmation process
    • Payroll Error messages
    • General errors while running Pay confirmation with real time examples
  4. Post to General Ledger, Pay Taxes, Pay Third Parties, Produce Reports
    • Payroll Register
    • Payroll summary report
    • Tax Deposit Summary
  5. Creating an online check
  6. Check Reversal/Adjustment
  7. Reviewing, Deleting & Adjusting employee balances

AGENDA – PeopleSoft Payroll for North America Training

Agenda – Payroll for North America Training

  • Introduction to Payroll for North America 
  • NA Payroll Integrations 
  • NA Payroll Business Process with real time Scenarios 
    • Set up HR Foundation Tables 
  • Setting up Installation Table 
  • Setting up Company Table
  •   Overview on Workforce Administration – Person/Job Data
  • Set up Payroll Foundation Tables

·         Setting up Form Table, Bank Table, Source bank Table

·         Setting up Paygroup Table

·         Setting up Special Accumulator Table

·         Setting up Earnings Table, Earnings Program Table, Shift Table

·         Setting up Deduction table, General Deduction Table,

·         Setting up Company General Deduction Table

·         Setting up Federal/State Tax Tables

·         Setting up Tax Location code

·         Setting up Company State/Local Tax Table

·         Setting up Garnishments       

  • Setting up Employees

·         Maintaining Payroll Data

·         Entering Tax Distribution Information

·         Setting Up Employee General Deductions

·         Setting Up Direct Deposits

  • Paysheet Creation

·         Pay Calendar Table

·         PreSheet Audit report

·         Creating Paysheet

·         Paysheet data elements

·         Verifying Paylines

·         General errors while creating Paysheets with real time examples

  • Pay Calculation

·         Pay Calculation overview

·         Pre-Calc audit report

·         Preliminary and Final Calculation

·         Payroll Error messages

·         errors while running Paycalc with real time examples

  • Pay Confirmation

·         Pay Confirmation overview

·         Pre-Confirm audit report

·         Pay confirmation process

·         Payroll Error messages

·        General errors while running Pay confirmation with real time examples

  • Post to General Ledger, Pay Taxes, Pay Third Parties, Produce Reports

·         Payroll Register

·         Payroll summary report

·        Tax Deposit Summary

  • Creating an online check
  • Check Reversal/Adjustment
  • Reviewing, Deleting & Adjusting employee balances
  • Overview and Walk through on Tax updates
  • Business Process flow between NA Payroll and Time& Labor / Benefits

·   Base Benefit Business Process

·   Base Benefits Building Blocks

·   Process Flow of Time & Labor to Payroll

·  T&L Enrollment Data

·  Time Sheets

·   Time Administration Process

·   Load Time & Labor to Paysheets