Module 1: Setting Up PeopleSoft HRMS Tables for Payroll Processing

• HRMS Tables That Impact Payroll Processing
• Installation Table Setup for PeopleSoft Enterprise Payroll for North America
• The Role of SetID, Location, and Department in Payroll Processing
• Company Table Setup
• Frequency and Compensation Setup

 Module 2: Setting Up Payroll Tables

• Identifying Payroll Setup Tables
• Setting Up Source Bank Accounts
• Creating Special Accumulators
• Setting Up Earnings Codes
• Setting Up Earnings Programs
• Shift Pay Setup
• Creating a Pay Group
• Creating a Rate Code

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

• Identifying Tax Table Maintenance Responsibility
• PeopleSoft-Maintained Tax Tables
• Setting Up Customer-Maintained Tax Tables

 Module 4: 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

 Module 5: Creating and Updating Paysheets

• Paysheets in Payroll for North America
• Balance ID Creation
• Creating Pay Calendars
• Setting Up Pay Run IDs
• Creating Paysheets
• Viewing and Updating Paysheets and Paylines
• The Payroll Unsheet Process

 Module 6: Calculating Payroll

• Payroll Calculation
• Running Preliminary Payroll Calculation
• Running Final Payroll Calculation

 Module 7: Confirming Payroll and Producing Checks and Reports

• Confirming a Payroll
• Viewing Confirmed Payroll Results Online
• Printing Checks and Advices
• Check Reprinting
• Direct Deposit Transmittals and Reports
• Payroll and Tax Reports
• Identifying Methods of Reversing Payroll Confirmation

 Module 8: Processing Off-Cycle Payrolls

• Identifying Off-Cycle Payroll Processing
• Reversing a Paycheck
• Reversal/Adjustment Processing
• Recording a Manual Check
• Producing an Online Check
• Retroactive Processing

 Module 9: 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

 Module 10: 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

 Module 11: Setting Up and Processing Garnishments

• Identifying Garnishment Setup Steps
• PeopleSoft-Maintained Garnishment Tables
• Setting Up Company-Level Tables for Garnishment Processing
• Assigning an Employee Garnishment Deduction
• Setting Up Employee Garnishment Specification Data
• Setting Up Employee Garnishment Specification Data

 Module 12: PeopleSoft Enterprise ePay

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

PeopleSoft Payroll – Canada Rel 9.2 Ed 1 Course Prerequisites:

• A basic understanding of computer functionality and terminology.
• Proficiency in Microsoft Office Suite, primarily Excel and Word.
• Prior experience in human resources or payroll, specific to Canadian taxation and legislation.
• Familiarity with PeopleSoft applications.
• Previous training or certification in PeopleSoft products or Human Capital Management Systems.
• Ability to use the internet and online learning tools effectively.