Payroll TWO-DAY CLASS

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Payroll

Presented by Janine Perez | August 28 and August 30, 2017

TWO-DAY CLASS

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C U S T O M E R R E S O U R C E C E N T E R

Objectives

 Define the difference between Additional Pay and Multiple Component of Pay

 Establish Additional Pay

 Add Employee General Deductions

 Create Employee Delayed Net Pay

 Complete Employee State and Federal Tax Withholding Data

 Set up Employee Direct Deposits

 Make Pay Sheet Adjustments

 Initiate Off-Cycle Warrant processing

 Process Monthly Payroll Cycle, Payroll Queries, and Reports

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This 2-day class is for staff

responsible for payroll

administration.

It covers all aspects of adding and updating payroll administration in PeopleSoft.

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B Y T H E E N D O F T H E C L A S S , Y O U W I L L B E A B L E T O :

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Day 1

Day 2

First you will practice Day 1 content, then go over these additional topics.

We will also discuss Monthly Payroll Processing.

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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 can

view his/her info from Employee Self-Service.

PeopleSoft HCM Overview v1.0 | August 21, 2014 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…

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Additional Pay

Definitions

 Additional Pay: Recurring payments made to an employee as other earnings. (Formerly Extra Pay Non “I” Parameters.) Examples: Automobile allowance, equipment allowance, out of class.

 Multiple Component of Pay: An employee’s compensation comprises multiple compensation components. You can assign pay amounts for base pay, years of

experience, and educational level. Multiple components of pay enable you to calculate percentage compensation. (Formerly Extra Pay “I” Parameters.) Examples: Longevity and educational stipends.

LEGACY PAYROLL PEOPLESOFT TERMS

Amount of Extra Pay Earnings

EXPAY Start/Stop Months Override Additional Pay Extra Pay (not including “I” Parameter) Additional Pay

Extra Pay “I” Parameter pays Component of Pay Extra Pay start Month/Year Effective Date

Extra Pay Sub Code Sequence Number

Extra Pay Type Earnings Code

Percent of Pay Percent of Base

Where do I go to set up Additional Pay?

Main Menu > Payroll for North America > Employee Pay Data USA > Create Additional Pay

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Earnings Codes (Additional Pay)

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Which Earnings Codes are used for

Additional Pay?

This list shows a sampling of earning codes used for Additional Pay in PeopleSoft Payroll (like ATO, BND, BNI, and so on).

See the table on pp.5-9 of the guide.

Grey rows are not Additional Pay – those are MCOPs.

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Retirement Reporting Earnings Codes

 An employee’s compensation may be comprised of base pay, multiple components of pay, and additional pay. PeopleSoft automatically applies retirement earnings codes to identify wages subject to retirement reporting and retirement contribution

calculations.

 These codes may be viewed internally as Other Earnings on

Review Paycheck and on Paysheets. These codes are inserted by the retirement processing that is run during each Pay Calc.

These codes will not be seen by employees on their paystubs.

 Definitions:

– ARS – Alternative Retirement System

– PERS – Public Employee’s Retirement System – STRS – State Teachers Retirement System

– PEPRA – Public Employee’s Pension Reform Act of 2013

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New Hires Checklist

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Pay Groups

Pay Group

M P

E

An employee’s Pay Group is set up when their position is created and it determines whether or not a Timesheet is required for them to get paid.

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Accessing Guides, Job Aids, and Demos

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http://crc.sdcoe.net

PLEASE FIND YOUR LOGIN SLIP.

Let’s log into the Training database.

Click Links.

CLICK SDHR

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