HCM: Local Configuration Guide - Payroll

This document contains the Local configuration decisions made for use in deployment of the Payroll for North America (PNA) of the Oracle’s PeopleSoft Human Capital Management 9.2 application.  As such, all additional documentation must be in agreement with the related items described herein.  Should conflict arise with information contained in another document, the data in this document shall be considered valid and that of the other shall be deemed incorrect.

Any changes to the information in this document should be entered as dated additions.  No information should be deleted once initial configuration has been completed.  The Payroll for North America Local Configuration Guide explains necessary tables needed to setup the PeopleSoft system.  While most of the PeopleSoft Module adheres to the order of the configuration tables presented in the table setup sequence (Set up Manager); Payroll seems to be a bit different because of the major integration (inter and intra) to the other modules and/or applications.  Additionally, there are some tables in the Payroll Module where it is the best practice to provide or configured later on, example Pay Run ID, Pay Calendar and FLSA Calendar Tables.

This configuration is dependent upon the completion of Core HR, Base Benefits, Chart of Accounts, Projects and Budgeting.  

Bank Table

Set up basic information for all financial institutions.

Bank Table Page Example

Navigation: NavBar > Navigator > Set Up HCM > Common Definitions > Banking > Banks

Security:

  • ZD HR Central Config VW
  • ZD_HR_VIEW_BANKING_CFG
  • ZZ Payroll Local Config
  • ZZ Payroll Configuration
  • ZZ_HR_MAINT_BANKING_CFG

Menu: SETUP_HCM
Component:
BANK_EC
Page:
BANK_BRANCH_EC
Action:
A

Form Table

Set up forms for paycheck and direct deposit advices.

Form Table Page Example

Navigation: NavBar > Navigator > Set Up HCM > Common Definitions > Banking > Form Table

Security:

  • ZC_HR_CORR_BANKING_CFG
  • ZD HR Central Config VW
  • ZD_HR_VIEW_BANKING_CFG
  • ZZ Payroll Local Config
  • ZZ Payroll Configuration
  • ZZ_HR_MAINT_BANKING_CFG

Menu: DEFINE_PAYROLL_PROCESS

Component: PAY_FORM_TABLE1

Page: PAY_FORM_TABLE

Action: A/UD/DA/C

Source Bank Accounts

Set up funding bank account and EFT information

Source Bank Accounts Page Example

Navigation: NavBar > Navigator > Set Up HCM > Common Definitions > Banking > Source Bank Accounts

Security:

  • ZD HR Central Config VW
  • ZD_HR_VIEW_BANKING_CFG
  • ZZ Payroll Local Config
  • ZZ Payroll Configuration
  • ZZ_HR_MAINT_BANKING_CFG

Menu: SETUP_HCM

Component: SRC_BANK

Page: SRC_BANK

Action: A/UD

Special Accumulator Table

Define special accumulators.

Special Accumulator Table Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Payroll for North America > Compensation and Earnings > Special Accumulator Table

Security:

  • ZZ Payroll Local Config
  • ZZ Payroll Configuration

Menu: DEFINE_PAYROLL_PROCESS

Component: SPCL_EARNS_TABLE

Page: SPCL_EARNS_TABLE

Action: A/UD/DA/C

Balance ID Table

Define balance periods, quarters, and years.

Balance ID Table Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Payroll for North America > Payroll Processing Controls > Balance ID Table

Security:

  • ZZ Payroll Local Config
  • ZZ Payroll Configuration

Menu: DEFINE_PAYROLL_PROCESS

Component: BALANCE_ID_TABLE

Page:

  • BALANCE_ID_TBL1
  • BALANCE_ID_TBL2

Action: A/UD/DA/C

Pay Run Table

Define pay run IDs used to process payrolls.

Pay Run Table

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Payroll for North America > Payroll Processing Controls > Pay Run Table

Security:

  • ZZ Payroll Local Config
  • ZZ Payroll Configuration

Menu: DEFINE_PAYROLL_PROCESS

Component: PAY_RUN_TABLE

Page: PAY_RUN_TABLE

Action: A/UD

Deduction Table

Define deduction processing including priority, tax effect, and schedules.

Deduction Table Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Payroll for North America > Deductions > Deduction Table

Security:

  • ZD Benefits Config Inquiry
  • ZZ Payroll Local Config
  • ZZ Payroll Configuration

Menu: DEFINE_PAYROLL_PROCESS

Component: DEDUCTION_TABLE

Page:

  • DEDUCTION_TABLE1
  • DEDUCTION_TABLE2
  • DEDUCTION_TABLE3
  • DEDUCTION_TABLE4
  • DEDUCTION_TABLE5

 Action: A/UD/DA/C

General Deduction Table

Define parameters for the calculation of non-benefit deductions.

General Deduction Table Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Payroll for North America > Deductions > General Deduction Table

Security:

  • ZZ Payroll Local Config
  • ZZ Payroll Configuration

Menu: DEFINE_PAYROLL_PROCESS

Component: GENL_DEDUCTION_TBL

Page: GENL_DEDUCTION_TBL

Action: A/UD/DA/C

Company General Deductions

Assign general deductions to a specific company.

Company General Deductions Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Payroll for North America > Deductions > Company General Deductions

Security:

  • ZZ Payroll Configuration
  • ZZ Local Config

Menu: DEFINE_PAYROLL_PROCESS

Component: GDED_COM_TBL

Page: GDED_COM_TBL

Action: A/DA/C

Company Local Tax Table

Identify employer ID and GL information for a company's local tax jurisdictions.

Company Local Tax Table Search Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Payroll for North America > Local Taxes > Company Local Tax Table

Security:

  • ZZ Payroll Configuration
  • ZZ Payroll Local Config

Menu: DEFINE_PAYROL_TAXES

Component: COMP_LOCAL_TAX_TBL

Page: COMP_LOCAL_TAX_TBL

Action: A/UD/DA/C

Company State Tax Table

Set up an entry in the Company State Tax Table for each state where your organization collects or pays taxes.

Company State Tax Table Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Payroll for North America > Federal/State Taxes > Company State Tax Table

Security:

  • ZZ Payroll Configuration
  • ZZ Payroll Local Config

Menu: DEFINE_PAYROLL_TAXES

Component: CO_STATE_TAX_TBL

Page: CO_STATE_TAX_TBL

Action: A/UD/DA/C

Shift Table

Define shifts and their associated rates.

Shift Table Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Payroll for North America > Compensation and Earnings > Shift Table

Security:

  • ZZ Payroll Local Config
  • ZZ Payroll Configuration

Menu: DEFINE_PAYROLL_PROCESS

Component: SHIFT_TABLE

Page: SHIFT_TABLE

Action: A/DA/C

Deduction Subset Table

Define deduction subsets to process a subset of deductions for an employee.

Deduction Subset Table

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Payroll for North America > Deductions > Deduction Subset Table

Security:

  • ZZ Payroll Local Config
  • ZZ Payroll Configuration

Menu: DEFINE_PAYROLL_PROCESS

Component: DED_SUBSET

Page: DED_SUBSET

Action: A

GL/HR Business Unit Mapping

Map HCM business units to General Ledger business units. FIN is the system of record.  We will use the Integration Broker to publish and subscribe.

GL/HR Business Unit Mapping

Navigation: NavBar > Navigator > Set Up HCM > Common Definitions > ChartField Configuration > GL/HR Business Unit Mapping

Security:

  • ZD HR Central Config VW
  • ZZ Payroll Configuration
  • ZZ Payroll Local Config
  • ZZ_HR_MAINT_CHARTFIELD_CFG

Menu: ADMINISTER_GL_INTERFACE

Component: BU_GL_HR_LNK

Page: BU_GL_HR_LNK

Action: A

Payee Table

Define vendors that receive garnishment payments. Any additional garnishment vendors needed during the Fit/Gap phase for the deployments will be setup in FIN and sent to HCM via IB (App Messaging).

Payee Table Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Payroll for North America > Garnishments > Payee Table

Security:

  • ZC_PY_CORR_GARNISH_CFG
  • ZD_PY_VIEW_GARNISH_CFG
  • ZZ Payroll Local COnfig
  • ZZ Payroll Configuration

Menu: DEFINE_PAYROLL_PROCESS

Component: GARNISH_PAYEE_TBL

Page:

  • VNDR_ID1
  • VNDR_ADDRESS
  • VNDR_LOC
  • VNDR_CNTCT

Action: A/DA/C

NR Alien Tax Treaty Table

Identify tax treaty information for nonresident aliens working in the U.S. This is a Global table maintained by Oracle.  Any changes related to Tax Treaties will be applied accordingly.

NR Alien Tax Treaty Table Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Payroll for North America > Federal/State Taxes > NR Alien Tax Treaty Table

Security:

  • ZZ Payroll Local Config
  • ZZ Payroll Configuration

Menu: DEFINE_PAYROLL_TAXES

Component: TREATY_NR_ALIEN_TA

Page: TREATY_NRA_TABLE

Action: A/DA/C

Pay Group Table

Define payroll processing parameters for logical groupings of employees.

Pay Group Table Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Payroll for North America > Payroll Processing Controls > Pay Group Table

Security:

  • ZZ Payroll Local Config
  • ZZ Payroll Configuration

Menu: DEFINE_PAYROLL_TAXES

Component: PAYGROUP_TABLE

Page:

  • PAYGROUP_TABLE1
  • PAYGROUP_TABLE2
  • PAYGROUP_TABLE3
  • PAYGROUP_TABLE4
  • PAYGROUP_TABLE5
  • PAYGROUP_TABLE6
  • PAYGROUP_TABLE7
  • PAYGROUP_TABLE8
  • PAYGROUP_TABLE9

Action: A/DA/C

Pay Calendar Table

Review pay calendars or manually build a single calendar. Pay Calendars are created for each Company/Paygroup combination.  This process normally happens around November of the Current Year for the following year.

During the deployment phases, pay calendars will be created for each Company/Paygroup combination.  

Pay Calendar Table Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Payroll for North America > Payroll Processing Controls > Pay Calendar Table

Security:

  • ZZ Payroll Configuration
  • ZZ Payroll Local Config

Menu: DEFINE_PAYROLL_PROCESS

Component: PAY_CALENDAR_TABLE

Page:

  • PAY_CALENDAR_TABLE
  • PAY_CALENDAR_TBL2

Action: A

Paycheck Options

Define paycheck setup options.

Paycheck Options Page Example

Navigation: NavBar > Navigator > Set Up HCM > Product Related > Payroll for North America > Payroll Processing Controls > Paycheck Options Table

Security:

  • ZZ Payroll Configuration
  • ZZ Payroll Local Config

Menu: DEFINE_PAYROLL_PROCESS

Component: PY_SSP_OPTIONS

Page: PY_SSP_SETUP_OPTN

Action: A/U/DA/C

Paycheck Modeling USA

Set up access to the Paycheck Modeler and define parameters.

Company Controls and Pay Group Parameters Page Examples

Navigations:

NavBar > Navigator > Set Up HCM > Product Related > Payroll for North America > Paycheck Modeling USA > Company Controls

Navbar > Navigator > Set Up HCM > Product Related > Payroll for North America > Paycheck Modeling USA > Pay Group Parameters

Security:

  • ZZ Payroll Local Config
  • ZZ Payroll Configuration

Menu: DEFINE_PAYROLL_PROCESS

Components:

  • PY_MOD_ADM_COMPANY
  • PY_MOD_AM_PAYGRP

Page:

  • PY_MOD_ADM_COMPANY
  • PY_MOD_ADM_PAYGRP
  • PY_MOD_ADM_ERNINGS
  • PY_MOD_ADM_DEDCTNS

Action: A/U/DA/C

Updateable Withholding Forms

Set up to define jurisdiction requirement, report definition and approval requirement for Updateable Withholding Form.

Company Mapping Page Example

Navigation: Navbar > Navigator > Set Up HCM > Product Related > Payroll for North America > Updateable Withholding Forms > Company Mapping

Security: SEE SPREADSHEET

Menu: PY_STATE_W4_PDF

Components: PY_PDF_COMP_MAPPIN

Page: PY_PDF_COMP_MAP

Action: A/U/DA/C