Structuring Your Staffing Front Office Processing Environment

This chapter discusses your Staffing Front Office processing environment and specifically how to:

Set up resource tables.
Set up order tables.
Set up general information tables.
Set up payroll tables.

Setting Up Resource Tables

Use the pages described in this section to set up the tables and processing rules that Staffing Front Office uses to process information entered into the Employee and Applicant component pages.

To set up resource tables, use the following components:

Jobcodes (RS_CM_JOBCODE_TBL)
Lines of Business (LINE_OF_BUSINESS)
Frequencies (RS_CM_FREQNCY)
Tests (RS_CM_TEST_TBL)
Schools (RS_CM_SCHOOL_TBL)
Majors (RS_CM_MAJOR_TBL)
Degrees (RS_CM_DEGREE_TBL)
Shifts (SHIFT_CODE_TABLE)
Recruiting Source Categories (RECRUIT_SRC_TABLE)
Recruiting Sources (RECR_CATSRC_TABLE)
Action Reasons (ACTRSN_TBL_GBL)

Note. In the following list, those marked with an asterisk (*) are, in an integrated environment where you have Pay/Bill Management installed as well as Staffing Front Office, configured in and owned by PeopleSoft HRMS. You set these up in HRMS and the information from these tables is synchronized with the information in the Financials tables through application messaging. Those in the following list that are not marked with an asterisk are set up in and owned by PeopleSoft Financials and do not exist in HRMS.

This section discusses how to:

Enter job code definitions.

Note. If you have both Staffing Front Office and Pay/Bill Management installed, most of the job code setup is done in HRMS but you set up margin percents in the Financials database
Enter lines of business.

You can associate lines of business with applicants and employees. The system then uses the information as searching and matching criteria.
Define frequencies.

Note. If you have both Staffing Front Office and Pay/Bill Management installed, perform this setup in HRMS.
*Enter the name of tests.
*Entering the names of schools.
*Enter the names of majors.
*Enter the names of degrees.
Enter shift names.
Set up recruiting source categories.
Set up individual recruiting sources.
*Define reasons for your job actions.

When an employee job record changes, the action reason can further clarify the reason for the action taken. The values for the Action and Reason fields should be coordinated with your human resources group, and, if you are using Pay/Bill Management, the values should be identical in both Staffing Front Office and HR.
Determine the sequence in which pages appear in the Apply Online component.

Staffing Front Office enables potential candidates to apply to your staffing organization online using a special web page that you set up. The Apply Online Setup table determines the sequence in which each page appears to users in the self-service application.

In addition, you must set up the following information:

Type	Navigation	Reference
Resource Setup	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Resource Setup	PeopleSoft Enterprise Application Fundamentals 8.9 PeopleBook, Defining Financials and Supply Chain Management Common Definitions, “Setting Up Resources” See Setting Up Resources.
*Competencies	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Competencies Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.	PeopleSoft Enterprise Resource Management 8.9 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, “Establishing Application Setup Tables for Competencies” See Establishing Application Setup Tables for Competencies.
*Competency Types	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Competency Types Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.	PeopleSoft Enterprise Resource Management 8.9 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, “Establishing Application Setup Tables for Competencies” See Establishing Application Setup Tables for Competencies.
Load Holidays	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Load Holidays	PeopleSoft Enterprise Resource Management 8.9 PeopleBook, Enabling Resource Schedules, Defining Holidays on Resource Schedules See Defining Holidays on Resource Schedules.
Holidays Holiday Schedule	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Holidays	PeopleSoft Enterprise Resource Management 8.9 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, Establishing Application Setup Tables for Work Definitions See Establishing Application Setup Tables for Work Definitions.
*Honors/Awards	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Honors/Awards Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.	PeopleSoft Enterprise Resource Management 8.9 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, Establishing Application Setup Tables for Accomplishments See Establishing Application Setup Tables for Accomplishments.
*Languages	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Languages Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.	PeopleSoft Enterprise Resource Management 8.9 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, Establishing Application Setup Tables for Accomplishments See Establishing Application Setup Tables for Accomplishments.
*Licenses/ Certifications	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Licenses/Certifications Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.	PeopleSoft Enterprise Resource Management 8.9 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, Establishing Application Setup Tables for Accomplishments See Establishing Application Setup Tables for Accomplishments.
*Memberships	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Memberships Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.	PeopleSoft Enterprise Resource Management 8.9 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, Establishing Application Setup Tables for Accomplishments See Establishing Application Setup Tables for Accomplishments.
*Rating Models	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Rating Models Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.	PeopleSoft Enterprise Resource Management 8.9 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, Establishing Application Setup Tables for Competencies See Establishing Application Setup Tables for Competencies.
*School Types	Set Up Financials/Supply Chain, Common Definitions, Resources Data, School Types Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.	PeopleSoft Enterprise Resource Management 8.9 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, Establishing Application Setup Tables for Accomplishments See Establishing Application Setup Tables for Accomplishments.
*Name Prefix	Set Up Financials/Supply Chain, Product Related, Staffing, Resources, Name Prefix Set Up HRMS, Foundation Tables, Personal, Name Prefix, Name Prefix Table Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.	PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook, Setting Up Personal Information Foundation Tables, Setting Up Additional Name Information
*Name Suffix	Set Up Financials/Supply Chain, Product Related, Staffing, Resources, Name Suffix Set Up HRMS, Foundation Tables, Personal, Name Suffix, Name Suffix Table Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.	PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook, Setting Up Personal Information Foundation Tables, Setting Up Additional Name Information
*National ID Types	Set Up Financials/Supply Chain, Product Related, Staffing, Resources, National ID Types Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.	PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook, Setting Up Personal Information Foundation Tables, Defining National ID Types See Defining Your Operational Structure.
Resource Group Setup	Staffing, Resources, Resource Group Setup	PeopleSoft Enterprise Resource Management 8.9 PeopleBook, Enabling Resource Matching and Cache Processes, Establishing Resource Groups See Establishing Resource Groups. Note. The Resource Pool and Supervisor fields do not display when you access this page from the Staffing menu path. In addition, while the Resource Management tree is based on a department tree, resource groups created for staffing use a staffing branch tree.

Type

Navigation

Reference

Resource Setup

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Resource Setup

PeopleSoft Enterprise Application Fundamentals 8.9 PeopleBook, Defining Financials and Supply Chain Management Common Definitions, “Setting Up Resources”

See Setting Up Resources.

*Competencies

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Competencies

Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

PeopleSoft Enterprise Resource Management 8.9 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, “Establishing Application Setup Tables for Competencies”

See Establishing Application Setup Tables for Competencies.

*Competency Types

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Competency Types

Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

PeopleSoft Enterprise Resource Management 8.9 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, “Establishing Application Setup Tables for Competencies”

See Establishing Application Setup Tables for Competencies.

Load Holidays

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Load Holidays

PeopleSoft Enterprise Resource Management 8.9 PeopleBook, Enabling Resource Schedules, Defining Holidays on Resource Schedules

See Defining Holidays on Resource Schedules.

Holidays

Holiday Schedule

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Holidays

PeopleSoft Enterprise Resource Management 8.9 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, Establishing Application Setup Tables for Work Definitions

See Establishing Application Setup Tables for Work Definitions.

*Honors/Awards

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Honors/Awards

Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

PeopleSoft Enterprise Resource Management 8.9 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, Establishing Application Setup Tables for Accomplishments

See Establishing Application Setup Tables for Accomplishments.

*Languages

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Languages

Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

PeopleSoft Enterprise Resource Management 8.9 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, Establishing Application Setup Tables for Accomplishments

See Establishing Application Setup Tables for Accomplishments.

*Licenses/ Certifications

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Licenses/Certifications

Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

PeopleSoft Enterprise Resource Management 8.9 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, Establishing Application Setup Tables for Accomplishments

See Establishing Application Setup Tables for Accomplishments.

*Memberships

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Memberships

Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

PeopleSoft Enterprise Resource Management 8.9 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, Establishing Application Setup Tables for Accomplishments

See Establishing Application Setup Tables for Accomplishments.

*Rating Models

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Rating Models

Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

PeopleSoft Enterprise Resource Management 8.9 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, Establishing Application Setup Tables for Competencies

See Establishing Application Setup Tables for Competencies.

*School Types

Set Up Financials/Supply Chain, Common Definitions, Resources Data, School Types

Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

PeopleSoft Enterprise Resource Management 8.9 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, Establishing Application Setup Tables for Accomplishments

See Establishing Application Setup Tables for Accomplishments.

*Name Prefix

Set Up Financials/Supply Chain, Product Related, Staffing, Resources, Name Prefix
Set Up HRMS, Foundation Tables, Personal, Name Prefix, Name Prefix Table

Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook, Setting Up Personal Information Foundation Tables, Setting Up Additional Name Information

*Name Suffix

Set Up Financials/Supply Chain, Product Related, Staffing, Resources, Name Suffix
Set Up HRMS, Foundation Tables, Personal, Name Suffix, Name Suffix Table

Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook, Setting Up Personal Information Foundation Tables, Setting Up Additional Name Information

*National ID Types

Set Up Financials/Supply Chain, Product Related, Staffing, Resources, National ID Types

Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook, Setting Up Personal Information Foundation Tables, Defining National ID Types

See Defining Your Operational Structure.

Resource Group Setup

Staffing, Resources, Resource Group Setup

PeopleSoft Enterprise Resource Management 8.9 PeopleBook, Enabling Resource Matching and Cache Processes, Establishing Resource Groups

See Establishing Resource Groups.

Note. The Resource Pool and Supervisor fields do not display when you access this page from the Staffing menu path. In addition, while the Resource Management tree is based on a department tree, resource groups created for staffing use a staffing branch tree.

Pages Used to Set Up Resource Tables

Page Name	Object Name	Navigation	Usage
Job Code Definition	RS_CM_JOBCODE_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Jobcodes	Define job code information in Staffing Front Office. Before entering this information, set up your lines of business. Note. If you are integrating with Pay/Bill Management, job codes are established in HRMS. This page should be used for retrieving and updating job codes with specific Staffing Front Office information. You should not create them using this page.
Lines of Business	LINE_OF_BUSINESS	Set Up Financials/Supply Chain, Product Related, Staffing, General, Lines of Business	Define broad categories of job sectors and product areas in which your applicants and employees have worked and your customers operate their businesses.
Frequency Setup	RS_CM_FREQNCY_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Frequencies	Define payroll frequencies. Note. If you have Pay/Bill Management installed, configure frequencies in HRMS; they are synchronized with Financials through application messaging.
Test	RS_CM_TEST_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Tests	Define the names of the tests that you regularly administer to applicants and employees. Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials. See PeopleSoft 8.9 Human Resources PeopleBook: Manage Competencies, Setting Up Competencies and Accomplishments, Setting Up Educational Qualifications and Accomplishments
School	RS_CM_SCHOOL_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Schools	Define the names of the schools to be referred in the education records of your applicants and employees. The school code table serves as a prompt table on the Education page in the Applicant and Employee components Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials. See PeopleSoft 8.9 Human Resources PeopleBook: Manage Competencies, Setting Up Competencies and Accomplishments, Setting Up Educational Qualifications and Accomplishments
Major	RS_CM_MAJOR_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Majors	Define the names of the majors to be referred in the education records of your applicants and employees. Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials. See PeopleSoft 8.9 Human Resources PeopleBook: Manage Competencies, Setting Up Competencies and Accomplishments, Setting Up Educational Qualifications and Accomplishments
Degree	RS_CM_DEGREE_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Degrees	Define the names of the degrees to be referred in the education records of your applicants and employees. Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials. See PeopleSoft 8.9 Human Resources PeopleBook: Manage Competencies, Setting Up Competencies and Accomplishments, Setting Up Educational Qualifications and Accomplishments
Shift	SHIFT_CODE_TABLE	Set Up Financials/Supply Chain, Product Related, Staffing, Resources, Shifts	Define the shifts that your employees can work.
Recruiting Source Categories	RECRUIT_SRC_TABLE	Set Up Financials/Supply Chain, Product Related, Staffing, Resources, Recruiting Source Categories	Define recruiting source categories.
Recruiting Sources	RECR_CATSRC_TABLE	Set Up Financials/Supply Chain, Product Related, Staffing, Resources, Recruiting Sources	Define individual recruiting sources.
Action Reason	ACTRSN_TBL_GBL	Set Up Financials/Supply Chain, Product Related, Staffing, Resources, Action Reasons	Define the reasons for your employment actions. Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials. See PeopleSoft 8.9 Human Resources PeopleBook: Administer Workforce, Setting Up the Administer Workforce Business Process, Defining Duty Types and Reasons for Personnel Actions
Apply Online	FO_ESS_OPTIONS	Set Up Financials/Supply Chain, Product Related, Staffing, Resources, Apply Online	Determine the sequence of pages in the Apply Online component.

Setting Up Job Codes

Access the Job Code Definition page.

Effective Date	Select the date the job code is effective.
Status	Select the current status of this job code: Active or Inactive.
Line of Business	Enter the product area to which the job code belongs.

Defining Lines of Business

Access the Lines of Business page.

Enter a unique code to identify this line of business, and enter a short and long description.

Entering Frequencies

Access the Frequency Setup page.

Note. If you are integrating with Pay/Bill Management, you establish the frequency information in PeopleSoft HRMS and it is sent to Financials. If this is your situation and you are a system administrator, PeopleSoft recommends that you do not make this page accessible to general users.

Maintenance Responsibility	Select a maintenance responsibility: C (customer): You define the frequency ID, and are responsible for keeping this frequency code up to date. P (PeopleSoft): PeopleSoft delivers the frequency in the system and is responsible for keeping it up to date. The other fields on this page become unavailable.
Frequency Type	Select a frequency type, such as: Annual, Hourly, or Daily. Note. The Use StdHours for Annualization check box becomes available after you save the page, and only if you select the Hourly frequency type.
Use StdHours for Annualization (use standard hours for annualization)	Select to have the system use job standard hours for annualization instead of the frequency annualization factor. The system sets the frequency annualization factor to 0. After you select this check box and save the page the Frequency Annualization Factor field becomes unavailable. Note. You can use only hourly frequencies that use standard hours for annualization for compensation and pay frequency in PeopleSoft HRMS, PeopleSoft Payroll for North America, and PeopleSoft Global Payroll.
Frequency Annualization Factor	Enter the number of frequency periods to occur in one year. For example, a Daily compensation frequency is 260 because there are 260 workdays in the year. You can also define a frequency. For example, a frequency ID you name W53 would have a Weekly frequency type and a frequency annualization factor of 53. Warning! If you change the effective status, frequency type, or annualization factor of an existing frequency, you receive a warning message saying that previous calculations using this frequency aren't synchronous with the new values of the frequency.

See Also

PeopleSoft Enterprise Resource Management 8.9 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, Establishing Application Setup Tables for Work Definitions

Entering the Names of Tests

Access the Test page.

Enter a short and long description for the test.

Note. Test table codes are global, not driven by setID.

Entering the Names of Schools

Access the School page.

School Code and Description	Enter a unique code and description for each school.
Country	Enter the country in which the school is located.
State	Enter the state in which the school is located.

Entering the Names of Majors

Access the Major page.

Enter a unique code for the major and a short and long description.

Entering the Names of Degrees

Access the Degree page.

Enter a Degree Code, Description, Short Description, and Country for the degree.

Entering Shift Names

Access the Shift page.

Enter a Shift Code, Description, and Short Description, for the shift.

Setting Up Recruiting Source Categories

Access the Recruiting Source Categories page.

Note. Access this page only if you have Staffing Front Office installed.

Enter a Category, Description, and Short Description.

Setting Up Individual Recruiting Sources

Access the Recruiting Sources page.

Enter a Source, Description, and Short Description.

Defining Reasons for Your Employment Actions

Access the Action Reason page.

Enter the Effective Date and Status of the action reason as well as a short and long description.

Note. If you have Pay/Bill Management in addition to Staffing Front Office, this table should be configured in HRMS and synchronized with Financials through application messaging. If this is your situation and you are a system administrator, do not make this page accessible to general users.

If you do not have Pay/Bill Management installed, use this page to maintain the information.

Defining the Sequence in Which Pages Appear in the Apply Online Component

Access the Apply Online page.

You must select the check boxes for the Welcome Page and the Submit Application page, and these must be ordered first and last, respectively.

Select the check box next to the other pages that you want to include (or clear those you do not want to include) and indicate the order in which you want them to appear by entering a number that is greater than 1 and less than 99 in the corresponding Sequence column field.

Setting Up Order Tables

To set up your order tables, use the Rate Profile (FO_RATE_PROFILE), User Order Type (FO_ORDER_TYPE), and Rate Element (FO_RATE_ELEMENT) components.

You can use the pages described in this section to set up the tables and processing rules that Staffing Front Office references to process the information entered into the Order and Assignment component pages.

This section discusses how to:

Create rate profiles.
Create user-defined order types.
Create rate elements.
Set up order event groups.

The system uses order event groups to automatically schedule a set of agenda items, such as calls or visits, once a candidate accepts a temporary or career assignment. Each order event is associated with a setID.

Order Events automatically generate agenda items based on the criteria that is set. The objective for multiple agenda items is to monitor how an employee is working out on a career or temporary order. The system schedules order events when an applicant or an employee accepts an offer.
Create career order fee schedules.

The fee schedules that you set up are used to calculate the placement fee fields on the in the Order component. Fee schedules enable you to project a maximum and minimum income amount based on the salary range you enter on the career order. Potential income scales are setID-driven.
Create fall off terms.

A fall off indicates that a candidate did not begin or complete a career placement that he or she accepted. When Pay/Bill Management is installed in addition to Staffing Front Office, when a fall off occurs, a credit is automatically created for the customer in the Billing application.

Pages Used to Set Up Order Tables

Page Name	Object Name	Navigation	Usage
Rate Profile	FO_RATE_PROFILE	Set Up Financials/Supply Chain, Product Related, Staffing, Orders, Rate Profile	Define rate profile elements for temporary and salaried staff as well as contractors. Use this page whether or not you have Pay/Bill Management installed.
User Order Type	FO_ORDER_TYPE	Set Up Financials/Supply Chain, Product Related, Staffing, Orders, User Order Types	Set up user-defined order types.
Rate Element	FO_RATE_ELEMENT	Set Up Financials/Supply Chain, Product Related, Staffing, Orders, Rate Elements	Define FLSA category, rate behavior, and employee type for the rate element, and enter pay descriptions for temporary and salaried staff and contractors. Set the action for how you want to use the pay type, and enter the factor by which you want the system to multiply the pay rate.
Order Event Group	FO_ORDR_EVENT	Set Up Financials/Supply Chain, Product Related, Staffing, Orders, Order Event Groups	Define a series of agenda items that you want to schedule when a candidate accepts an offer. The order events trigger the creation of entries in the agenda table.
Fee Schedule	POTENTIAL_INCOME	Set Up Financials/Supply Chain, Product Related, Staffing, Orders, Fee Schedules	Define career-order fee schedules. The fee schedules are used in career orders to determine the percentage to be applied on the employee’s compensation to calculate the placement fee.
Fall Off	FALL_OFF_TBL	Set Up Financials/Supply Chain, Product Related, Staffing, Orders, Fall Offs	Define a list of terms to indicate why a candidate did not begin or complete a career placement that he or she accepted.

Entering Rate Profile Definitions

Access the Rate Profile page.

Description and Short Description

Enter descriptions for the Rate Profile ID you selected. For example, NA Salaried (North American salaried) or GPEMP (global employee).

Note. When Staffing Front Office is installed without Pay/Bill Management, only four rate profiles can be created (one each for NA hourly employees, NA salaried employees, non-employees and Global Payroll employees). When Staffing Front Office is installed with Pay/Bill Management, you can create as many different rate profiles as needed.

Rate Profile Available To

NA Payroll Hourly Employee (North American payroll hourly employee),NA Payroll Salaried Employee (North American payroll salaried employee), Non-Employee, or Global Payroll Employee	Select an employee type to which to make the rate profile available.
Rate Element	Enter the rate elements for this profile ID.
Sort Order Number	Enter the order in which this rate element displays when creating an assignment that uses this rate profile.

See Also

PeopleSoft Enterprise Pay/Bill Management 8.9 PeopleBook, “Configuring Your PeopleSoft Pay/Bill Management System,” Setting Up Rate Profiles

Creating User Defined Order Types

Access the User Order Type page.

User Order Type	Enter up to a five-character title for this order type.
Description	Enter a description of the order type.
Type of Order	Select the system-defined order type: Career Order or Temporary Order. Note. Each user-defined order type must map to one of these two system-defined order types.
Temp To Hire	If you selected Temporary Order in the Type of Order field, enter a user-defined order type to be used in case a temporary assignment is converted to a permanent placement at the customer site.

Creating Rate Elements

Access the Rate Element page.

We discuss this page in the Pay/Bill Management PeopleBook. Only the first page in this component is used when Front Office is installed without Pay/Bill Management. When Pay/bill Management is installed, both pages as used.

Setting Up Order Events

Access the Order Event Group page.

Default

Select this check box to set the order event group that will be the default used if a group has not been selected for a contact or an order.

Agenda Event Type

Enter an event, such as AVAIL (availability), CALL, or OFFER (make offer).

Agenda Event Days

Enter the number of days from the agenda event date that you want the agenda item scheduled. This determines when a call or visit should occur using the current date, the start date, or the end date of the assignment as a counting point.

Before Date

Select this check box to indicate that you want the item scheduled before the agenda event date.

Agenda Event Date

Select either Current Date, End Date ( for the assignment), Guarantee Date (for the assignment), or Start Date (for the assignment).

Priority

Select a priority to associate with the agenda event when the system schedules the item to the agenda: High, Low, Medium.

Contact Method

Select E-Mail, In-Person, In-Writing, Telephone Call, or Verbal. The method displays as the preferred contact method when the system creates the agenda item.

Order Type

Select an option to indicate whether the agenda event applies to temporary orders, career orders, or both.

Creating Career-Order Fee Schedules

Access the Fee Schedule page.

From and To

Enter the lower and upper salary range for the fee percentage.

Note. Salary ranges must begin at the lowest amount and continue to the highest. Salary ranges cannot overlap.

Fee % (fee percent)

Enter the percentage of salary plus additional pay (for example, a hiring bonus) that your organization takes as a placement fee.

Creating Fall Off Terms

Access the Fall Off page.

Enter a fall off code in the Fall Off Code field as well as a Description and any Comments. Fall off codes are setID-driven.

Examples include a candidate not showing up for work on the first day (No Show) or a candidate not returning to work after starting the job (Quit).

Setting Up General Information Tables

To set up general information tables, use the following components:

Billing Calculation (FO_JOB_BILLING)
Job Titles (FO_JOBTITLE)
Event Types (FO_EVENT_TYPE)
Contact Type Codes (CONTACT_TYPE_CODE)
Contact Events (FO_EVENT_CONT_TYPE)
Form Items (TEMPLATE_ITEM_TBL)
Forms (FO_TEMPLATE_TABLE)
Affiliate Vendors (AFFL_VENDOR)
Order Priority (RS_SO_PRIORITY)
Resource Priorities (FO_RSRC_PRIORTY)
Salutation Table (SALUTATION_TABLE)
Attachments (ATTACHMENT_TBL)
Auto Numbering (AUTO_NUM_PNL)
Auto Numbering by Installation (AUTO_NUM_INSTALL)
Qualification Profile (RS_RESRC_TEMPLT)
Task Categories (RS_TASK_TYPE)
Test Configuration Details (FO_TEST_CFG_DTL)

You can use the pages described in this section to set up the tables and processing rules that Staffing Front Office will employ to process information entered into the Order, Applicant, Employee, Customer, and Assignment components.

This section discusses how to:

Entering default values for pay grades and margin rates.
Enter job title codes.
Create or modify event types for the agenda, history, and event group functions.

When you define agenda event types the system uses them to classify agenda and history items. Agenda events are used to create action items. Action items become history items when complete. The system uses agenda events with temporary and career orders. Event types are global, not setID-driven.
Define customer contact types.
Create contact events.
Create form items.
Group form items into a form.
Create affiliate vendors,

You only create affiliate vendors here if you have Staffing Front Office without Pay/Bill Management. If you also have Pay/Bill Management installed, you set up vendors in PeopleSoft Payables.

If you use other staffing companies to fill orders for temporary work, you must set up those companies as vendors. When an individual is added as a contractor in order to be placed on assignments, you must associate the individual with one of these vendors. You can enable automatic numbering to increment the vendor ID by one number each time you save a new vendor. Affiliate Vendors are setID-driven.
Establish priority status codes for orders.
Establish priority status codes for resources.
Enter salutations.
Set up attachment types.

Attachment types are descriptions of attachments. The system uses them as prompt values wherever Staffing Front Office supports attachments (for example, to attach a resume in the Applicant component).
Set up autonumbering for customers, contacts, and affiliate vendors.
Set up autonumbering for agenda, history, and applicant IDs.
Create qualification profiles.
Create task categories.
Create test configuration details.

See Also

Defining Additional Common Information

Pages Used to Set Up General Information Tables

Page Name	Object Name	Navigation	Usage
Billing Calculation	FO_JOB_BILLING	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Jobcodes, Billing Calculation	Define default values for pay grades and the margin rates at which an order is profitable.
Job Category and Related Titles	FO_JOBTITLE	Set Up Financials/Supply Chain, Product Related, Staffing, General, Job Titles	Define job title codes.
Event Types	FO_EVENT_TYPE	Set Up Financials/Supply Chain, Product Related, Staffing, General, Event Types	Define events for the agenda, history, and event group functions.
Contact Type Code	CONTACT_TYPE_CODE	Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Contact Type Codes	Define different types of customer contacts. The system uses contact types to classify the type of contacts related to a customer. You can assign contact types on the Related Customers page in the Contact component. See Setting Up Order Processing Options.
Contact Events	FO_EVENT_CONT_TYPE	Set Up Financials/Supply Chain, Product Related, Staffing, General, Contact Events	Define a list of marketing events in which you want to include the contacts.
Form Item	TEMPLATE_ITEM_TBL	Set Up Financials/Supply Chain, Product Related, Staffing, General, Form Items	Define items that will appear on your forms.
Form	FO_TEMPLATE_TABLE	Set Up Financials/Supply Chain, Product Related, Staffing, General, Forms	Group form items into a form.
Vendor	AFFL_VENDOR	Staffing, Vendors and Contractors, Affiliate Vendors	Define affiliate vendors that you might use to fill orders for temporary work if all of your resources are busy on assignments. This component should only be used by customers who have Staffing Front Office without Pay/Bill Management.
Vendor Phone Information	VENDOR_PHONE_SEC	Click the Telephone link on the Affiliate Vendor page.	Enter phone information for affiliate vendors.
Order Priority	RS_SO_PRIORITY	Set Up Financials/Supply Chain, Product Related, Staffing, Orders, Order Priority	Define the relative priority of orders.
Resource Priority	FO_RSRC_PRIORTY	Set Up Financials/Supply Chain, Product Related, Staffing, Resources, Resource Priorities	Define the relative priority of resources.
Salutation Table	SALUTATION_TABLE	Set Up Financials/Supply Chain, Common Definitions, Customers, Salutation Table	Define the salutations or greetings that you want to use in your system. See Establishing Customer-Related General Options.
Attachment Type	ATTACHMENT_TBL	Set Up Financials/Supply Chain, Common Definitions, Attachments	Define the types of attachments that you want the system to accept. See Defining Additional Common Information.
Auto Numbering	AUTO_NUM_PNL	Set Up Financials/Supply Chain, Common Definitions, Codes and Auto Numbering, Auto Numbering	Define automatic numbering specifications for customers, contacts and affiliate vendors. See Defining Additional Common Information.
Auto Num Install (Auto Number Install)	AUTO_NUM_INSTALL	Set Up Financials/Supply Chain, Common Definitions, Codes and Auto Numbering, Auto Numbering by Installation	Set up automatic numbering specifications by installation for agenda, history, and applicant IDs. See Defining Additional Common Information.
Qualification Profile	RS_RESRC_TEMPLT	Staffing, Resources, My Qualification Profiles	Create or update qualification profiles for personal use.
Task Categories	RS_TASK_TYPE	Set Up Financials/Supply Chain, Product Related, Staffing, General, Task Categories	Create task categories. At least one task category needs to be created for staffing assignments if you configure the Staffing Installation options to populate the Resource Calendar when assignments are created.
Test Configuration Details	FO_TEST_CFG_DTL	Set Up Financials/Supply Chain, Product Related, Staffing, General, Test Configuration Details	Create test configuration details. The test configuration details enable users to do combination searches in PeopleMatch and PeopleSearch by specifying both a test ID and a test score as part of the search criteria.

Entering Default Values for Pay Grades and Margin Rates

Access the Billing Calculation page.

Billing Calculation

Effective Date and Comments

Enter the date the job code rates and margins are effective, and any comments.

Note. This effective date is independent of the effective date for the job code on the Job Code Definition page.

Standard Bill and Pay Rates

Bill and Pay

Enter values for the pay grades that will display on the Orders - Billing page. You can use this information to determine the appropriate rates.

Standard Margins

Caution and Critical

Enter the margin percentages at which an order is not profitable. The system uses this entry for a calculation in the Order and Assignment components. Color-coded symbols signal the profitability of the order. A margin that falls below the specified caution margin displays a yellow symbol; a margin that falls below the critical margin displays a red symbol.

Entering Job Title Codes

Access the Job Category and Related Titles page.

Category

Displays a three character job title category.

Job Title Code and Description

Enter a unique code for the job title, and enter a description.

Creating or Modifying Events Types for the Agenda, History, and Event Group Functions

Access the Event Types page.

Event Type and Description

Enter a unique code to identify an event type, and then enter a description.

Warning! You can modify or add event types to this list. However, do not change the following events: CALL, OFFER, and FALL.

Creating Contact Event Listings

Access the Contact Events page.

Event Contact Type	Enter the name of the contact event.
Contact Event Frequency	Enter how often the event takes place, such as QUARTERLY, or MONTHLY.

Creating Form Items

Access the Form Item page.

In Field Name, enter a description of the type of data you are capturing. These can be questions or field names that will appear on the form entry pages.

Grouping Form Items

Access the Form page.

Effective Date	Enter the date the form is effective.
Status as of Effective Date	Select the status of the form: Active or Inactive.
Description	Enter the name of the form.
Sequence Number	Enter a number to determine the order in which the form items will appear. Form items appear from the lowest to the highest number.
Form Item	Select the form item that you want to display on the form.

Creating Affiliate Vendors

Access the Vendor page.

Note. If you have Pay/Bill Management installed along with Staffing Front Office, we recommend that you do not make this page accessible to general users.

Name	Enter the vendor name.
Federal ID	Enter the federal tax ID of the vendor.
Website URL	Enter a link to the vendor's website.
	Click the URL button to connect to the vendor's web site entered on the left. If you are adding a new affiliate vendor, you may have to save the page prior to using the URL button.
Contact Name	Enter the name of the contact at the vendor.
Email ID	Enter the contact's email address.
	Click the Send Email button to send an email.
Country	Select the country where the vendor is located. Note. The system displays the address fields based on the country you select. Enter the address information after you enter the country.
Telephone	Click this link to enter the vendor's phone numbers.

Establishing Priorities for Orders

Access the Order Priority page.

Sequence Number	Enter a value to indicate the relative priority of orders.
Description	Enter a description of the priority.

Establishing Priorities for Resources

Access the Resource Priority page.

Priority Sequence Number

Enter a value to indicate the relative priority of resources. Enter a Description as well.

Creating Qualification Profiles

Access the Qualification Profile page.

Profile Description

Description	Enter a description for this profile.
Comments	Enter any comments to accompany the profile.
This qualification profile is for my personal use only. Do not make this profile visible to any other users.	Select this check box to prevent other users from being able to view your profile.

Profile Competencies

Competency

Enter a competency you want the resource to possess, their Proficiency at it, its relative Importance, and the preferred Years of Work Experience you'd like the resource to have utilizing the particular competency.

Profile Accomplishments

Select the accomplishments you want the resource to have achieved.

Degrees	Enter Accomplishment, Major Code, and Importance.
Languages	For each language, select the appropriate desired efficiency that the resource Speak, Read, and Write, and the overall Importance of their language skill.
Licenses	Enter theAccomplishment, Country, State, and Importance.
Memberships	Enter the Accomplishment and Importance.

Creating Task Categories

Access the Task Categories page.

You must configure at least one task category and must select the Use for Assignment check box. This category must be the same as the Default Task Category specified on the Staffing Installation page.

Note. The Map Time Reporting Codes group box is only to be used for Resource Management, not for Staffing Front Office.

Resource Schedule Categories

Task Description	Enter a description of the task category.
Use for Assignment	Select this check box if you want the system to use the task category for assignments.
Comments	Enter any comments relevant to the task category.
Flexibility and Reserved Status Flexibility	Enter a decimal value between 0 and 1 to indicate the relative possibility that a task in this task category can be moved or rescheduled.

Map Time Reporting Codes

SetID	Enter the setID to which you want to map the time reporting code. This field is used only by Resource Management. It is not used by Staffing Front Office.
Time Reporting Code	Enter the code to map to the setID. This field is used only by Resource Management. It is not used by Staffing Front Office.

Creating Test Configuration Details

Access the Test Configuration Details page.

Test ID	The ID of the test you selected.
Pass/Fail	Select to indicate the test result is measured through a simple a pass or fail assessment.
Range	Select to indicate that the test results are measured via a numeric score. In the From and To fields, enter a range to define the acceptable scores for the test.

Setting Up Payroll Tables

To set up payroll tables, use the following components:

Companies (COMPANY_TBL)
Location (LOCATION_TBL)
Benefit Programs (BEN_DEF_PROG)
Pay Groups (PAYGROUP_TABLE)
Tax Locations (TAX_LOCATION_TBL)
State Tax Properties (STATE_TAX_TABLE)
Local Tax Properties (LOCAL_TAX_TABLE)
Workers' Comp Company Setup (FO_WC_CO_MOD)
Workers' Comp State Codes (FO_WC_STATE)
Workers' Comp State Rates (FO_WC_CO_STATE)
Workers' Comp by Job Code (FO_JOBCODE_PRD)

Use the pages described in this section to set up the tables and processing rules that Staffing Front Office will use to process information entered into the pages that make up the Applicant, Employee, and Assignment components.

This section discusses how to:

Create or modify your payroll company.

You must define at least one company. If your Staffing Front Office application integrates with PeopleSoft HRMS, each employee must be associated with a company to pass payroll and human resource information to Pay/Bill Management. In integrated environments, companies should be defined in HRMS and are synchronized with Financials through application messages. Work with your human resources group to establish appropriate company values. The company value is global, not setID driven.

Note. If you have Payroll for North America in addition to Staffing Front Office, you only configure the tax tables in HRMS.
Create or modify locations codes.
Add location details.
Set up your company's benefit programs.

You must define at least one benefit program in Staffing Front Office. Every employee must be associated with a benefit program in Staffing Front Office to pass payroll and benefits information in Pay/Bill Management. In integrated environments, benefit programs should be defined in HRMS and are synchronized with Financials through application messages.
Create payroll processing groups.

You must define at least one pay group in Staffing Front Office. Paygroups are set up by company, and are not driven by setID. To enter a pay group, you must first create a company for payroll. In integrated environments, pay groups should be defined in HRMS and are synchronized with Financials via application messages.
Define payroll tax locations.

You must define at least one tax location code in Staffing Front Office. The values you specify are the individual taxing locations for payroll processing; payroll uses these codes. The tax location code value is global, not driven by setID. In integrated environments, tax location codes should be defined in HRMS and are synchronized with Financials through application messages.
Set up the state tax properties.

The information that appears in Staffing Front Office is for reference purposes only. You should maintain the information in the application that you use for back-office transactions.
View geographical area information for local taxing authorities.
View local withholding tax methods and rates.
View a locality's tax reporting requirements.
Set up a workers' compensation company.
Associate a workers' compensation code with a state.
Establish rates for each of your workers' compensation codes.
Associate workers' compensation codes with job codes.

Note. If you are integrating with Pay/Bill Management, these tables are set up in PeopleSoft HRMS and are sent back to Financials through application messaging to be used when hiring employees and filling orders. These pages should not be accessible to users within Staffing Front Office.

See Also

PeopleSoft Enterprise Human Resources 8.9 PeopleBook

Pages Used to Set Up Your Payroll Tables

Page Name	Object Name	Navigation	Usage
Company	COMPANY_TBL	Set Up Financials/Supply Chain, Product Related, Staffing, Payroll, Companies	Define or modify your payroll company. If you have Staffing Front Office and Pay/Bill Management installed, configure this table in HRMS and synchronize it with Financials through application messaging.
Location Definition	LOCATION_TBL	Set Up Financials/Supply Chain, Common Definitions, Location, Location	Define locations codes, including all address information. You must define at least one location in Staffing Front Office. Location is a required field in PeopleSoft HRMS. If you have Staffing Front Office and Pay/Bill Management installed, configure this table in HRMS and synchronize it with Financials through application messaging. See Setting Up Locations.
Location Detail	LOCATION_TBL2	Set Up Financials/Supply Chain, Common Definitions, Location, Location, Location Detail	Add details to a location definition. See Setting Up Locations.
Benefit Program	BEN_PROG_DEFN1	Set Up Financials/Supply Chain, Product Related, Staffing, Payroll, Benefit Programs	Define the benefit programs your organization offers. If you have Staffing Front Office and Pay/Bill Management installed, configure this table in HRMS and synchronize it with Financials through application messaging. See PeopleSoft Enterprise Benefits Administration 8.9 PeopleBook, Building Automated Benefit Programs, Building Benefit Programs with the Benefit Program Table
Pay Group	PAYGROUP_TABLE1	Set Up Financials/Supply Chain, Product Related, Staffing, Payroll, Pay Groups	Define processing payroll groups. If you have Staffing Front Office and Pay/Bill Management installed, configure this table in HRMS and synchronize it with Financials through application messaging. See PeopleSoft Enterprise Payroll for North America 8.9 PeopleBook, Setting Up Pay Groups, Defining Pay Groups
Tax Location	TAX_LOCATION_TBL1	Set Up Financials/Supply Chain, Product Related, Staffing, Payroll, Tax Locations	Define payroll tax locations. If you have Staffing Front Office and Pay/Bill Management installed, configure this table in HRMS and synchronize it with Financials through application messaging. See PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook, Setting Up Payroll Tax Tables, (USA) Defining Tax Locations
State Tax Properties	STATE_TAX_TABLE	Set Up Financials/Supply Chain, Common Definitions, Payroll Tax, State Tax Properties	This setup page is used for prompts when capturing employee tax information in environments where Staffing Front Office is used as a standalone application (Pay/Bill Management is not installed).
Local Tax Table1	LOCAL_TAX_TABLE1	Set Up Financials/Supply Chain, Common Definitions, Payroll Tax, Local Tax Properties	Define geographical area information for local taxing authorities. Use this page for prompts when capturing employee tax information in environments where Staffing Front Office is used as a standalone application (Pay/Bill Management is not installed).
Local Tax Table2	LOCAL_TAX_TABLE2	Set Up Financials/Supply Chain, Common Definitions, Payroll Tax, Local Tax Properties, Local Tax Table2	Define local withholding tax methods and rates. Use this page for prompts when capturing employee tax information in environments where Staffing Front Office is used as a standalone application (Pay/Bill Management is not installed).
Local Tax Table3	LOCAL_TAX_TABLE3	Set Up Financials/Supply Chain, Common Definitions, Payroll Tax, Local Tax Properties, Local Tax Table3	Define a locality's tax reporting requirements. Use this page for prompts when capturing employee tax information in environments where Staffing Front Office is used as a standalone application (Pay/Bill Management is not installed).
Workers' Comp Company Setup (Workers' Compensation Company Setup)	FO_WC_CO_MOD	Set Up Financials/Supply Chain, Product Related, Staffing, Payroll, Workers' Comp Company Setup	Define the workers' compensation companies that your want to use to determine bill and pay rates in margin calculations. If you have Staffing Front Office and Pay/Bill Management installed, configure this table in HRMS and synchronize it with Financials through application messaging. See Setting Up Workers' Compensation.
Workers' Comp State Codes (Workers' Compensation State Codes)	FO_WC_STATE	Set Up Financials/Supply Chain, Product Related, Staffing, Payroll, Workers' Comp State Codes	Associate workers' compensation codes to states. If you populate the workers' compensation control tables, your Staffing Front Office users do not need an in-depth understanding of workers' compensation regulations to create an order. If you have Staffing Front Office and Pay/Bill Management installed, configure this table in HRMS and synchronize it with Financials through application messaging. See Setting Up Workers' Compensation.
Workers' Comp State Rates (Workers' Compensation State Rates)	FO_WC_CO_STATE	Set Up Financials/Supply Chain, Product Related, Staffing, Payroll, Workers' Comp State Rates	Set up the applicable workers' compensation rates that your company pays in each state in which your employees work. The system uses this rate in the margin calculation to determine optimal pay and bill rates for orders and assignments. If you have Staffing Front Office and Pay/Bill Management installed, configure this table in HRMS and synchronize it with Financials through application messaging. See Setting Up Workers' Compensation.
Workers' Comp by Job Code (Workers' Compensation by Job Code)	FO_JOBCODE_PRD	Set Up Financials/Supply Chain, Product Related, Staffing, Payroll, Workers' Comp by Job Code	Associate job codes with workers' compensation codes for the states in which your organization conducts business. If you have Staffing Front Office and Pay/Bill Management installed, configure this table in HRMS and synchronize it with Financials through application messaging. See Setting Up Workers' Compensation.

Creating or Modifying Your Payroll Company

Access the Company page.

After you enter an ID to define the company, select an Effective Date and enter a Description.

Setting Up Your Company's Benefit Programs

Access the Benefit Program page.

Status as of Effective Date	Enter the current status of this benefit program: Active or Inactive.
Currency Code	Enter the default currency code for the benefit program.

If you do not offer benefits, set up a program for no benefits. The benefit program value is global, not driven by setID.

Creating Payroll Processing Groups

Access the Pay Group page.

Enter the date the pay group is effective, and then enter a short and long description.

Defining Payroll Tax Locations

Access the Tax Location page.

Select the current Status of the tax location code (Active or Inactive), and enter a long and short description.

Setting Up the State Tax Properties

Access the State Tax Properties page.

State

The state for which you are creating or modifying information.

State Tax Calculation Type

Select the type of tax calculation that is required by the state:

Graduated Tax Tbls-Allowances

Graduated Tax Tbls-Annl Exem

No State Withholding

Not Applicable

Percent of FWT (Many)

Percent of FWT (One)

Percent of Taxable Gross

FICA Credit (federal insurance contributions act credit)

Select a value to indicate whether the state gives credit for FICA during calculation of state income tax withholding: Act. FICA, NO FICA, or Prorate.

FWT Credit (federal withholding tax credit)

Select this check box to indicate whether the state gives credit for FWT during calculation of state income tax withholding.

Single Standard Deduction

Enter the standard deduction amount for single tax filers.

Non-Resident Declaration Req (non-resident declaration required)

Select this check box to indicate whether the state requires a non-resident declaration for non-resident employees.

Married Standard Deduction

Enter the standard deduction amount for married tax filers.

Allow Withholding Reduction

Select this check box to indicate whether the state allows a reduction amount to be computed in the state withholding calculation.

Note. Currently, this applies to Connecticut only.

Allowance Taken

Enter the amount tax filers are allowed to deduct from their taxes.

Supplemental Method

Paid with Regular Wages and Separate Payment

PeopleSoft delivers the required selection:

Aggregate
Aggregate - No Annualize
Aggregate-No Tax else Percent
Non-Resident Supplemental
Not Applicable
Percent of Taxable Gross
Special Table
Special Table with Exemptions

Supplemental Wage Rate

Enter the rate at which supplemental wages should be calculated.

See Also

PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook, Setting Up Payroll Tax Tables, Viewing Standard Deductions, Allowance Amounts, and Supplemental Taxes

Setting Up for Local Tax Properties

Access the Local Tax Table1 page.

Maintenance Responsibility	Select Customer if your organization will maintain the locality; otherwise select PeopleSoft.
Local Jurisdiction	Define for the tax entity: Combined: Select to indicate that the locality represents both a municipality and a school district. County: Select to indicate that the locality represents a county. Municipal: Select to indicate that the locality represents a municipality. Other: Select to indicate an entity other than those in the list. School: Select to indicate that the locality represents a school district. State: Select to indicate that the locality represents a state.
Partial Indicator (PA Only)(partial indicator Pennsylvania only)	Select this check box to indicate if multiple municipalities apply to a single school district for any Pennsylvania locality.
Locality Name	Enter the municipality name from the register (except for school district entries, which are school district names). Combined jurisdictions end with M+SD.
Other Locality Name	For Pennsylvania localities, combined entries display the school district name.
School dist code (PA only)	Enter the appropriate school district for any Pennsylvania locality.

See Also

PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook, Setting Up Payroll Tax Tables, (USA) Updating Local Tax Information

Setting Up Local Withholding Tax Methods and Rates

Access the Local Tax Table2 page.

Local Tax Information

Local Tax Calculation Type	Select the calculation method used to determine the amount of local income tax withheld: Amt Per Mo (amount per month) Amt Per Pd (amount per period) Amt Per Q (amount per quarter) Amt Per Yr (amount per year) Rate x SWT (rate multiplied by SWT) Rt x FLSA (rate multiplied by the Fair Labor Standards Act rate) Rt x TaxGr (rate multiplied by the tax grade) Tax Tables
Withhold On Work Locality Only	Select to have taxing authorities consider only the wages earned in that locality as taxable for resident taxes. If the employee does not work in the locality, the tax authority does not take resident taxes.
Graduated Tax Table Code	This option takes effect if the locality requires that the system reference tax tables during calculation, as they do for New York City, Yonkers, and Maryland counties, for example. The graduated tax table code that you enter here links the record to the appropriate entry in the PeopleSoft Federal/State Tax Table, where tax rates are stored.
Tax Class	Enter the appropriate tax class, such as Excise, Local ER, or Occ Priv. Tax classes identify different taxes that share certain characteristics.
Low Gross	Enter the minimum taxable gross for the bracket.
Minimum Tax	If there is a minimum amount on a particular type of tax, enter that limit amount.
Maximum Tax	If there is a limit on a particular type of tax, enter that limit amount.
Annual Exemption	If there is an annual exemption for the tax, enter the amount.

Tax Rates

Resident	Enter the tax rate for residents of the locality.
Nonresident	Enter the tax rate for non-residents of the locality.

See Also

PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook, Setting Up Payroll Tax Tables, (USA) Updating Local Tax Information

Setting Up a Locality's Tax Reporting Requirements

Access the Local Tax Table3 page.

Tax Reporting

Locality Short Name	Enter a name for the locality.
Tax Reporting	Select the interval required by the locality for tax reporting: Annual,Monthly, or Quarterly.
W2 Print Name	Enter the name that you want to print on the W2 form.
W2 Mag Media Code (W2 magnetic media code)	Enter the magnetic media code for the W2s you will be printing.
Employee Detail Required	Select this check box to require employee detail.

See Also

PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook, Setting Up Payroll Tax Tables, (USA) Updating Local Tax Information

Setting Up a Company's Workers' Compensation Rules

Access the Workers' Comp Company Setup page.

Status	Select the status of the workers' compensation company.
Company Modifier	Enter the number by which you want to multiply workers comp rates to for employees hired in this company.

Associating a Workers' Compensation Code With a State

Access the Workers' Comp State Codes page.

Enter the Workers' Comp Code that you want to associate with the state, and then enter a long and short description.

Note. We recommend you have a workers' compensation specialist set up the information in this table.

Establishing Rates for Each of Your Workers' Compensation Codes

Access the Workers' Comp State Rates page.

Status

Select either Active or Inactive.

Company State Modifier

If you have a company factor to be applied to premiums in this state, enter the value here. This value overrides the company modifier.

Monopolistic State

Select this check box to override the modifier with a value of 1. This results in the modifier having no effect on the workers' compensation calculation.

Note. Viewing the Workers' Comp Rates page is dependent upon setting up values in the Workers' Comp Company Setup and Workers' Comp State Code pages.

Base Rates

Workers Comp Code	Select the workers' compensation code that you want associated with the chosen Company, Country, and State.
Rate Type	Select either Per Hour or Percentage.
Base Rate	Enter a percentage or the hourly rate to represent the workers' compensation rate you pay in the state.

Associating Workers' Compensation Codes With Job Codes

Access the Workers' Comp by Job Code page.

Enter the Country, State, and Workers Comp Code that you want to associate with the Job Code.

Default	Select this check box to set the order event group that will be the default used if a group has not been selected for a contact or an order.
Agenda Event Type	Enter an event, such as AVAIL (availability), CALL, or OFFER (make offer).
Agenda Event Days	Enter the number of days from the agenda event date that you want the agenda item scheduled. This determines when a call or visit should occur using the current date, the start date, or the end date of the assignment as a counting point.
Before Date	Select this check box to indicate that you want the item scheduled before the agenda event date.
Agenda Event Date	Select either Current Date, End Date ( for the assignment), Guarantee Date (for the assignment), or Start Date (for the assignment).
Priority	Select a priority to associate with the agenda event when the system schedules the item to the agenda: High, Low, Medium.
Contact Method	Select E-Mail, In-Person, In-Writing, Telephone Call, or Verbal. The method displays as the preferred contact method when the system creates the agenda item.
Order Type	Select an option to indicate whether the agenda event applies to temporary orders, career orders, or both.

Category	Displays a three character job title category.
Job Title Code and Description	Enter a unique code for the job title, and enter a description.

State	The state for which you are creating or modifying information.
State Tax Calculation Type	Select the type of tax calculation that is required by the state: Graduated Tax Tbls-Allowances Graduated Tax Tbls-Annl Exem No State Withholding Not Applicable Percent of FWT (Many) Percent of FWT (One) Percent of Taxable Gross
FICA Credit (federal insurance contributions act credit)	Select a value to indicate whether the state gives credit for FICA during calculation of state income tax withholding: Act. FICA, NO FICA, or Prorate.
FWT Credit (federal withholding tax credit)	Select this check box to indicate whether the state gives credit for FWT during calculation of state income tax withholding.
Single Standard Deduction	Enter the standard deduction amount for single tax filers.
Non-Resident Declaration Req (non-resident declaration required)	Select this check box to indicate whether the state requires a non-resident declaration for non-resident employees.
Married Standard Deduction	Enter the standard deduction amount for married tax filers.
Allow Withholding Reduction	Select this check box to indicate whether the state allows a reduction amount to be computed in the state withholding calculation. Note. Currently, this applies to Connecticut only.
Allowance Taken	Enter the amount tax filers are allowed to deduct from their taxes.

Status	Select either Active or Inactive.
Company State Modifier	If you have a company factor to be applied to premiums in this state, enter the value here. This value overrides the company modifier.
Monopolistic State	Select this check box to override the modifier with a value of 1. This results in the modifier having no effect on the workers' compensation calculation.