9.2 HCM - Payroll
-
Understand Payroll for North America
-
Set Up Employee Pay Data
- View Tax Withholding Forms Submitted via ESS
- Enter U.S. Employee Tax Data
- Enter US Tax Distribution Information
- Employee Tax Distribution
- Payroll Tax for Out-of-State Workers
- Non-Resident Alien (NRA) Setup
- Create Additional Pay
- Add Additional Pay Entries
- 9.2 Enter US Direct Deposit Information
- Enter General Deductions
- Assign or End General Deduction for an Employee
- HCA Average Cost
- Create PFML (Paid Family & Medical Leave) General Deductions
- 9.2 Assign Garnishments to Employees
- 9.2 Enter Optional Payroll Processing Information
- 9.2 Automated Step Increment
- Override Employee Level Benefits Deductions
- Override General Deduction Processing Parameters
- Review Garnishments
-
Time and Labor Via Payroll
-
Pre-Processing
- 9.2 Pre-Payroll Processing Checklist
- 9.2 Create a New Combo Code
- 9.2 Combo Code Delete
- 9.2 Review Pay Calendars
- Link a Pay Run ID to a Pay Calendar
- 9.2 Balloon Payment Processing in PeopleSoft
- PrePay Deduction Setup
- 9.2 Taxable Benefits & PrePay
- Pre-Pay Setup When Receiving Personal Check from Employee
-
Working With PSHUP
-
Working with Paysheets
- Run the Presheet Audit Report
- 9.2 Create Paysheets
- Create a Paysheet Manually
- Audit Paysheets
- Add Other Earnings Paysheet
- 9.2 Update Paysheets
- Update Paysheets by Earnings
- Update Payline Information
- Update Payline Earnings Security
- Update Adjustment Paysheet
- Update Employee Paylines Additional Data Page
- Record One-Time Paysheet Deductions
- 9.2 Record a One-Time Paysheet Tax Deduction
- 9.2 Record One-Time Paysheet Garnishments
- Utilize the OK to Pay All
- Review Paysheet Balances
- Review Payline by Earnings
- Load Paysheet Transactions
- Run Create HCA Avg Cost Paysheets
- Run the Pay Unsheet Process
-
Preliminary Pay Calculations
- 9.2 Run the Pre-calculation Audit Report
- Run Custom Primary Job Flag Update
- Run the Paysheet Hourly Rate Adjust Process
- 9.2 Run the Pay Calculation Process (PreCalc) Using Consolidated PS Job
- Run the Pay Calculation Process
- Run the Medical Aid Maximum Process
- Run the Union Dues Monthly Maximum Process
- Spending Account Calculation Process
- Create PrePay Deductions
- Review Payroll Error Messages
- 9.2 Run the Payroll Error Message Report
- View Paycheck Details
- View Paycheck Summaries
- Perform Quick Calculation
- View Release Quick Calc Lock
- Use Maintain Flags
-
Final Pay Calculations
-
Pay Confirmation
- Understand Pay Confirmation
- 9.2 Understand Pay Confirmation Video
- Run the Pre-Confirm Audit Report
- 9.2 Run the Confirm Payroll Process (Confirm) Using Consolidated PS Job
- 9.2 Run the Pay Confirmation Process
- 9.2 Run the Pay Confirmation Process Video
- Run the Pay Check Absence Report
- Review Pay Confirmation Results
- 9.2 Review Pay Confirmation Results Video
- Run Custom Payroll Hours Adjustment
-
Post-Confirm Processing
-
Payroll/Balance Adjustments
- Adjust Arrears Balances
- Adjust Deduction Balances
- Adjust Garnishment Balances
- Adjust Special Accumulator Balances
- Adjust U.S. Tax Balances
- Adjust Year-to-Date Check Balances
- Delete Employee Balances
- 9.2 View Check Adjustment Errors
- 9.2 Process an Overpayment Recovery (Check Cashed by Employee)
- 9.2 Prior Year Overpayments
-
Processing Off-Cycle Checks
-
Processing Leave
-
Payroll Reports and Queries
- Create a Payroll Register
- Create a Deduction Register
- Print Direct Deposit Advices
- 9.2 Print Checks and Direct Deposit Advices Video
- Reprint Checks
- Transmit Payroll Data to A/P
- Payroll to GL Interface (M-036)
- Run the DDP Transmittal File
- Run the Database Audit Report
- Run the Deductions in Arrears Report
- 9.2 Run the Deductions Not Taken Report
- Run the Employees Not Processed Report
- Run the Other Earnings Register Report
- Run the Quarterly Federal Tax Summary Report
- TIAA Over 6 Pct Payroll Benefits Transfer
- Paycheck to ACOM Printer
- 9.2 Run Staff Months Calculation
-
Annual Processes
- Build the Fiscal Year Balance ID Tables
- Create Pay Calendars
- Create Pay Run IDs
- Update Pay Calendar Tables
- Manage Electronic Consent for Year End Forms
- 9.2 View W-2/W-2c Form for an Employee and Download or Print
- 9.2 Enter W-2C in ctcLink
- Run the Year End Record Error Report (TAX910ER)
- W-2 Data Preparation - Run the Error Listing Process
- W2 Processing
- Year End Sick Leave Buyouts - Query
-
Resources
