PeopleSoft Payroll – US Rel 9.2 Ed 3

Module 1 – Setting Up PeopleSoft HRMS Tables for Payroll Processing

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

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

Module 6 – Calculating Payroll

• Describing 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
• Describing Check Reprinting
• Describing Direct Deposit Transmittals and Reports
• Describing Payroll and Tax Reports
• Identifying Methods of Reversing Payroll Confirmation

Module 8 – Processing Off-Cycle Payrolls

• Identifying Off-Cycle Payroll Processing
• Reversing a Paycheck
• Describing Reversal/Adjustment Processing
• Recording a Manual Check
• Producing an Online Check
• Describing 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
• Describing PeopleSoft-Maintained Garnishment Tables
• Setting Up Company-Level Tables for Garnishment Processing
• Assigning an Employee Garnishment Deduction
• Setting Up Employee Garnishment Specification Data
• Reviewing Employee Garnishment History

Module 12 – Describing PeopleSoft Enterprise ePay

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

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 the 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.