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.
Set up basic information for all financial institutions.
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
Set up forms for paycheck and direct deposit advices.
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
Set up funding bank account and EFT information
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
Define special accumulators.
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
Define balance periods, quarters, and years.
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
Define pay run IDs used to process payrolls.
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
Define deduction processing including priority, tax effect, and schedules.
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
Define parameters for the calculation of non-benefit deductions.
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
Assign general deductions to a specific company.
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
Identify employer ID and GL information for a company's local tax jurisdictions.
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
Set up an entry in the Company State Tax Table for each state where your organization collects or pays taxes.
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
Define shifts and their associated rates.
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
Define deduction subsets to process a subset of deductions for an employee.
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
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.
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
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).
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
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.
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
Define payroll processing parameters for logical groupings of employees.
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
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.
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
Define paycheck setup options.
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
Set up access to the Paycheck Modeler and define parameters.
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
Set up to define jurisdiction requirement, report definition and approval requirement for Updateable Withholding Form.
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
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