Paycheck – Working Backwards Session
A training preparation meeting for Group 4 HCM organizations Presented by SDCOE CRC | February 25, 2016
PRESENTERS:
Rich Fayad Becky Fino Peyri Herrera Sharon Pacheco Matthew Swartout
About Today’s Session
9:00-10:30 am:
– HCM Overview
– Sample PeopleSoft paycheck stub (layout and information on it)
– How the values are calculated – Hands-on time: Basics
Learn how to navigate and search for employees in PeopleSoft HCM
10:30-10:45 am: Break
10:45 am - 12:00 pm:
– Hands-on time: Go to the various screens in PeopleSoft to locate the information from the paycheck
– Question & Answer time
Today’s session is…
• Exposure to PeopleSoft HCM
• A chance to
experience the “look and feel” of the system
• An opportunity to see how the pieces of the system are connected
• High level
Today is not intended
to be training.
HCM Overview
How does HCM “work”? How does it tie in with PeopleSoft Finance and Employee Self-Service?
HANDOUT
Human Resources
Benefits Administration
Payroll Time & Labor
Absence Management
Who you are
What you do
Your pay rate
Where you work
What benefits you are eligible for
How much they cost
Which ones you chose
Your timesheet
How many hours did you work?
How should hours be paid? (Reg, OT, Extra)
Earnings
Deductions
Taxes
Paycheck
Finance
GL
Budgets
Web
P E O P L E S O F T
HCM starts with HR.
H C M E S S F IN
Employee canview his/her info from Employee Self-Service.
Payroll costs touch Finance HR informs T&L of work
schedule, work group (TRCs), types of leave you can take…
HR informs BA of eligibility—hours you work (enough to be considered?), what type of employee you are (Certificated, Classified, Substitute)…
BA informs PR of benefits deductions—
how much they cost…
$
$$$
$$
$$
$$$
T&L tells PR how to be paid, absences to be taken…
Sample PeopleSoft Paycheck
Let’s look at the layout of the sample paycheck.
What information is displayed?
1 Payroll Information 2 Employee Information 3 Tax Data 4 Hours and Earnings 5 Taxes
6 Before and After Tax Deductions 7 Employer Paid Benefits 8 Paycheck Summary 9 Absences Balances 10 Net Pay Distribution
p.1
See pp.2-3 for detailsCalculating the Pay
We’ll show you how to determine Total Gross, Fed Taxable Gross, Total Taxes, Total Deductions, and Net Pay.
Pat Benatar is an employee at District 20.
Her net pay in May 2015 was $8961.89.
How was it calculated?
p.4
Total Gross
p.4
Fed Taxable Gross
p.5
Total Taxes & Total Deductions
p.5
Net Pay
p.5
Hands-on Time: PeopleSoft Basics
We’ll show you how to navigate to screens and do some basic searches
Key Words:
Main Menu, Breadcrumbs, Home,
Favorites, Recent screens, and
New Window
http://crc.sdcoe.net
PLEASE FIND YOUR LOGIN SLIP.
Let’s log into the Training database.
Click
Links.
Screens to add to Favorites
From HR Classes
• Job Data: Main Menu > Workforce Administration > Job Information > Job Data
• Personal Information: Main Menu > Workforce Administration > Personal Information > Personal Information
• Add/Update Position Info: Main Menu > Organizational Development >
Position Management > Maintain Positions/Budgets > Add/Update Position Info
From Payroll Class
• Update Employee Tax Data: Main Menu > Payroll for North America >
Employee Pay Data USA > Tax Information > Update Employee Tax Data
• Additional Pay: Main Menu > Payroll for North America > Employee Pay Data USA > Create Additional Pay
• Request Direct Deposit: Main Menu > Payroll for North America >
Employee Pay Data USA > Request Direct Deposit
• Create General Deductions: Main Menu > Payroll for North America >
Employee Pay Data USA > Deductions > Create General Deductions
From Benefits Class
• Current Benefits Summary: Main Menu > Benefits > Review Employee Benefits > Current Benefits Summary
• Create General Deductions – ALREADY LISTED
From Absence Management Classes
• Results by Calendar: Main Menu > Global Payroll & Absence Mgmt >
Absence and Payroll Processing > Review Absence/Payroll Info > Results by Calendar
