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NA Payroll Training

The document provides an overview and agenda for an NA Payroll Training presentation. It discusses maintaining payroll configurations, employee payroll data, and processing payroll. Key steps in payroll processing include audit reports, paysheet creation, calculations, error reporting, confirmation, and post-processing tasks like check/advice printing and direct deposit file creation. Maintaining accurate configurations and employee data is important for calculating payroll correctly.

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grspavani
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166 views49 pages

NA Payroll Training

The document provides an overview and agenda for an NA Payroll Training presentation. It discusses maintaining payroll configurations, employee payroll data, and processing payroll. Key steps in payroll processing include audit reports, paysheet creation, calculations, error reporting, confirmation, and post-processing tasks like check/advice printing and direct deposit file creation. Maintaining accurate configurations and employee data is important for calculating payroll correctly.

Uploaded by

grspavani
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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NA Payroll Training

Presented By
Agenda
• Payroll Overview – Day 1
• Discuss Payroll Business Process – Day 1
• Payroll Processing Demo – Day 2
Payroll Overview
Payroll Functions
With Payroll for North America we can

1. Calculate employee earnings, taxes, and


deductions to pay employee accurately
2. Report TAX data to IRS/CRA
3. Maintain YTD balances for earnings,
deductions & taxes to generate W2/T4
Payroll Variation
• Payroll for USA
 Commercial Companies – 85% of Payroll Module
 Federal Agencies
• Payroll for CAN
Payroll Integration
Payroll Business Processes
Payroll Business Processes
• Maintain Payroll Configuration
• Maintain EE Payroll Data
• Payroll Processing
 Oncycle Payroll
 Offcycle Payroll
• Post Payroll Processing
• Quarterly & Year End Processing
Maintain Payroll Configurations
Key Payroll Configurations
• Company – EE Job Data Attribute
• Paygroup – EE Job Data Attribute
• Balance Period
• Pay Calendar
• Pay Run ID
• Tax Location Code – EE Job Data Attribute
• Earnings
• Earnings Program
• Special Accumulator
• Shift
• Deductions
• General Deductions
• Company General Deductions
• Company State Tax
• Company Local Tax
• Payroll Tax Tables – PeopleSoft Maintained
Company – This is a legal entity and one company per
FEIN needs to be created
Paygroup
Paygroup is logical grouping of employees
sharing common characters within a Company.

• Pay Frequency
• Employee Type (Hourly or Salaried)
• Share same pay period
• Use the same print stock
Paygroup
Balance Period – Define Balance ID to maintain
balances by calendar year, fiscal year etc
Pay Calendar – Defines payroll periods for each
company & paygroup
Pay Run ID – Groups Pay Calendars to process them
payroll together
Tax Location – This defines work state & Locality
Earnings – Define codes for various types of employee
payments/earnings
Earnings Program – Group earnings code
Special Accumulator – Accumulates earnings &
deductions
Shift – Defines additional payments for shifts
Deduction – Define codes for various employee
deductions
General Deduction – Define deduction code as General
Deduction (Non-Benefit Deduction)
Company General Deduction – Define general
deductions that are applicable to a Company
Company State Tax – Defines the states where a
company can collect the taxes and employer rates
Company Local Tax – Defines the localities where a
company can collect the taxes and employer rates
Payroll Tax Tables – Tables used in tax calculation.
Maintained by PeopleSoft

• Federal & State Tax Tables


• Local Tax Table
• Tax Reciprocity Table
Maintain EE Payroll Data
• Tax Data
• Tax Distribution
• Direct Deposit/EE Bank Accounts
• Additional Pay Data
• General Deduction
• Garnishment Data
Tax Data – Maintains EE tax attributes
Tax Distribution – Distributes earnings for tax
calculation
Direct Deposit – Maintains EE Bank Accounts for
direct deposit
Additional Pay – Maintains EE payments over
and above his base salary defined on Job Data
General Deduction – Define EE non-Benefit
deductions
Garnishments – Define court ordered
deductions
Payroll Processing
Payroll Processing Steps

• Payroll Audit Report


• Paysheet Creation
• Load hours, one time earnings & deductions
• Pre-Calc Audit Report
• Preliminary Payroll Calculation (Iterative Process)
• Payroll Error Report (Iterative Process)
• Run Payroll Audit Reports
• Final Payroll Calculation
• Pre-Confirm Audit Report
• Payroll Confirmation
Payroll Audit Report – Audits database to unearth any
potential issues that will cause payroll to error
Paysheet Creation – Identifies employee to be paid.
Pulls base salary, additional payments and tax data
Paysheet Creation – Identifies employee to be paid.
Pulls base salary, additional payments and tax data
Typical EE Paysheet
Pre-Calc Audit Report – Audits Paysheets to unearth
any issues that may cause Payroll Calculation errors
Preliminary Payroll Calculation – Gross to net
calculations happens here
Typical EE Paycheck
Payroll Error Report – Reports calc error. All errors
should be fixed before running final calc
Run Payroll Audit Reports

• Payroll Summary Report – Shows earnings, deduction and tax


totals by company & paygroup

Payroll for North America > Payroll Processing USA > Pay Period
Reports > Payroll Summary

• Payroll Register - Shows earnings, deduction and tax totals by


Employee

Payroll for North America > Payroll Processing USA > Pay Period
Reports > Payroll Register
Final Payroll Calculations – Locks payroll for confirmation. Any EE
changes post this will not be included in the payroll.
Pre-Confirm Audit Report - Audits Paycheks to unearth any
issues that may cause Payroll Confirmation errors
Pay Confirmation – Posts balances, assigns check number and
distributes net pay
Post Payroll Processing
• Check Printing – Prints Checks & Pay Statement

Payroll for North America > Payroll Processing USA > Produce
Checks > Print Pay Checks

• Advice Printing – Prints Pay Statement

Payroll for North America > Payroll Processing USA > Create
Direct Deposits > Print Advice Forms

• Creat Direct Deposit File

Payroll for North America > Payroll Processing USA > Create
Direct Deposits > Create Direct Deposit File
Payroll Processing DEMO

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