HCM Configuration Guide - Shared Tasks HCM-008-CFG

Transcription

1 HCM Configuration Guide - Shared Tasks HCM-008-CFG N/A Automatic Tax Data Navigation: Sequence: Task Description: Set Up HCM > Install > Product Specific > N/A Define Options. Select the Automatic Employee Tax Data checkbox which does the following: References the employee s home address and tax location from human resources personal data and job data records. Enters the data by default in the employee s federal, state, and local tax data. Enters a marital status of Single. Enters a withholding allowance of 0. Page 1 of 48

2 HCM Configuration Guide - Shared Tasks HCM-008-CFG Bank Table Navigation: Set Up HCM > Common Definitions > Banking > Banks Sequence: Task Description: Set up basic information for all financial institutions. Page 2 of 48

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4 HCM Configuration Guide - Shared Tasks HCM-008-CFG Form Table Navigation: Set Up HCM > Common Definitions > Banking > Form Table Sequence: Task Description: Set up forms for paycheck and direct deposit advices. This is a global setup based on the assumption of having 1 bank for all ONEUSG. Page 4 of 48

5 HCM Configuration Guide - Shared Tasks HCM-008-CFG Source Bank Account Navigation: Sequence: Set Up HCM > Common Definitions > Banking > Source Bank Accounts Task Description: Source banks are the money sources that payroll disbursements are drawn from. For each source bank, each source bank, identify the appropriate bank and bank branch, account number, and EFT formats. There is only 1 Source Bank Account ID for ONEUSG. Page 5 of 48

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7 HCM Configuration Guide - Shared Tasks HCM-008-CFG FLSA Calendar Table Navigation: Sequence: Set Up HCM > Product Related > for North America > Processing Controls > FLSA Calendar Table Task Description: Define FLSA calendar periods for new pay calendars that have distinct FLSA periods and FLSA period start dates. Only one FLSA Calendar is needed because the non-exempt employees have the same period start dates. Page 7 of 48

8 HCM Configuration Guide - Shared Tasks HCM-008-CFG FLSA Period Table Navigation: Sequence: Task Description: Set Up HCM > Product Related > for North America > Processing Controls > FLSA Period Table Define FLSA Period Definition. There will be only 1 period used which will be 7 days and 40 hours. Page 8 of 48

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10 HCM Configuration Guide - Shared Tasks HCM-008-CFG Balance ID Table Navigation: Sequence: Set Up HCM > Product Related > for North America > Processing Controls > Balance ID Table Task Description: Create Calendar Year (CY) balances for Processing define and balance year. Manually add the Fiscal Year (FY) by specifying the start and end dates for the balance year and the quarters, periods, and date ranges for each year. Create Define balance periods, quarters, and years. Page 10 of 48

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13 HCM Configuration Guide - Shared Tasks HCM-008-CFG Special Accumulator Table Navigation: Sequence: Set Up HCM > Product Related > for North America > Compensation and Earnings > Special Accumulator Table Task Description: Add special accumulators. Special accumulators are used during deduction calculations and limit testing. Currently the accumulators are used for benefit deductions that are based on an earnings amount other than total gross that may have a limit. Page 13 of 48

14 HCM Configuration Guide - Shared Tasks HCM-008-CFG Earnings Table Navigation: Sequence: Set Up HCM > Product Related > for North America > Compensation and Earnings > Earnings Table Task Description: Define parameters and rules for calculating earnings. Also specify the effects on Fair Labor Standards Act (FLSA) regular rate calculation and define retro pay processing options. Enter special options and tax methods for earnings. Define how earning codes affect leave accruals and special accumulators. Page 14 of 48

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18 HCM Configuration Guide - Shared Tasks HCM-008-CFG Earnings Program Table Navigation: Sequence: Set Up HCM > Product Related > for North America > Compensation and Earnings > Earnings Program Table Task Description: After an earning code is added the Earning Code Table it must be established in the Earnings Program table. An earnings program is a set of earnings codes that are valid for one or more pay groups. A single company can have any number of earnings programs. An individual employee can belong to only one program, and the earnings codes constituting that program are the only valid earnings codes for that employee. Page 18 of 48

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20 HCM Configuration Guide - Shared Tasks HCM-008-CFG Shift Table Navigation: Sequence: Task Description: Set Up HCM > Product Related > for North America > Compensation and Earnings > Shift Table Define shifts and their associated rates. Note used for payroll processing but could be used by reports or HR. Using N/A Shift Page 20 of 48

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22 HCM Configuration Guide - Shared Tasks HCM-008-CFG Deduction Table Navigation: Sequence: Set Up HCM > Product Related > for North America > Deductions > Deduction Table Task Description: Add deduction codes to the Deduction Table. This table defines the tax effect on deductions and deductions and specifies how the system processes arrears and other special deduction considerations during payroll processing. Deductions on the Deduction Table component are grouped by plan type. Page 22 of 48

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26 HCM Configuration Guide - Shared Tasks HCM-008-CFG General Deduction Table Navigation: Sequence: Set Up HCM > Product Related > for North America > Deductions > General Deduction Table Task Description: A general deduction is any deduction that isn't a benefit deduction. Charitable deductions, parking, garnishments, etc. all fit into this category. Use the General Deduction table to define how these non-benefit deductions are calculated. Page 26 of 48

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28 HCM Configuration Guide - Shared Tasks HCM-008-CFG Deduction Subset Table Navigation: Sequence: Set Up HCM > Product Related > for North America > Deductions > Deduction Subset Table Task Description: A deduction subset is a group of deductions selected from the standard set of deductions that are defined for a company. Use deduction subsets to process only a subset of the deductions that have been added to an employee's record. Page 28 of 48

29 HCM Configuration Guide - Shared Tasks HCM-008-CFG Retro Pay Program Navigation: Set Up HCM > Product Related > for North America > Retroactive > Retro Pay Program Sequence: Task Description: Define earnings eligible for retroactive pay processing. Page 29 of 48

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31 HCM Configuration Guide - Shared Tasks HCM-008-CFG Retro Pay Trigger Program Navigation: Set Up HCM > Product Related > for North America > Retroactive > Retro Pay Trigger Program Sequence: Task Description: Define triggers for retroactive pay processing. Page 31 of 48

32 HCM Configuration Guide - Shared Tasks HCM-008-CFG Retro Pay Monitored Fields Navigation: Set Up HCM > Product Related > for North America > Retroactive > Retro Pay Monitored Fields Sequence: Task Description: Define fields monitored for retroactive pay processing. Page 32 of 48

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34 HCM Configuration Guide - Shared Tasks HCM-008-CFG Retro Pay Trigger Values Navigation: Set Up HCM > Product Related > for North America > Retroactive > Retro Pay Trigger Values Sequence: Task Description: Define trigger values for retroactive pay processing. Page 34 of 48

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36 HCM Configuration Guide - Shared Tasks HCM-008-CFG Retro Pay Cancellation Reason Navigation: Set Up HCM > Product Related > for North America > Retroactive > Retro Pay Cancellation Reason Sequence: Task Description: Define cancellation reasons for retroactive pay processing. Page 36 of 48

37 HCM Configuration Guide - Shared Tasks HCM-008-CFG Pay Run ID Table Navigation: Sequence: Set Up HCM > Product Related > for North America > Processing Controls > Pay Run Table Task Description: Use pay run IDs to indicate to the system which pay calendar entries to process together. A pay run ID identifies a single pay calendar to process. If you have several pay groups, you can process them together in a single run by assigning them the same pay run ID. A pay run ID must be unique throughout payroll history. Pay run IDs must be in Pay Run table before they re entered on the pay calendar. Page 37 of 48

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39 HCM Configuration Guide - Shared Tasks HCM-008-CFG Configure Online Printing Navigation: Sequence: Task Description: Set Up HCM > Product Related > for North America > Processing Controls > Configure Online Printing Define check print parameters for online (on-demand) checks. Page 39 of 48

40 HCM Configuration Guide - Shared Tasks HCM-008-CFG Paycheck Options Table Navigation: Sequence: Task Description: Set Up HCM > Product Related > for North America > Processing Controls > Paycheck Options Table Used to select the URL identifier and the report ids for printing and viewing checks through employee self-service. Page 40 of 48

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42 HCM Configuration Guide - Shared Tasks HCM-008-CFG Tax Location Table Navigation: Sequence: Task Description: Set Up HCM > Product Related > for North America > Federal/State Taxes > Tax Location Table Identify state and local tax jurisdictions for employment locations. Page 42 of 48

43 HCM Configuration Guide - Shared Tasks HCM-008-CFG Tax Table Navigation: Sequence: Set Up HCM > Product Related > for North America >Federal/State Taxes > Tax Table Task Description: Use the Federal/State Tax Table pages to view the tax data that PeopleSoft for North America uses to calculate U.S. federal, state, and certain local taxes. This is a configurable table, but PeopleSoft delivers tax data for all federal and state or provincial taxing entities and almost all localities. Page 43 of 48

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46 HCM Configuration Guide - Shared Tasks HCM-008-CFG Payee Table Navigation: Sequence: Task Description: Set Up HCM > Product Related > for North America > Garnishments > Payee Table Define vendors that receive garnishment payments. Page 46 of 48

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