Defining Country Data

This chapter provides an overview of Global Payroll for Germany system setup and discusses how to:

Set up core tables.
Select the print class.
Set up default types for reporting.

Understanding General System Setup

This section provides general information about how to set up the delivered elements in Global Payroll for Germany. It also provides some notes and cautions about using and configuring the system.

In this section, we discuss how to:

Define the installation table.
Define primary permission list preferences.
Define language preferences.
Define currency.

Defining the Installation Table

When you first install PeopleSoft HRMS, you must complete the Installation Table to specify various defaults for your particular implementation of the system. The Installation Table component consists of several pages including the following:

Products page, where you indicate the products that you're installing, such as Global Payroll.
Country Specific page, where you enter country-specific installation information.

We strongly recommend that you read about the Installation Table in more detail in the PeopleSoft Human Resources documentation.

See Also

Setting Up Implementation Defaults

Defining Primary Permission List Preferences

In PeopleSoft Human Resources, use the Primary Permission List Preferences component to set predefined tableset sharing, system-wide defaults, and settings for each of your primary permission lists. Based on the default values that you indicate for the options on the Primary Permission List Preferences Table, such as business unit, setID, currency, country, and company code, when an operator logs on to PeopleSoft HRMS, the system populates fields with the values that you specified here.

Use the Primary Permission List Preferences - Defaults page to define your company, country, and currencies. Use the Primary Permission List Preferences - Settings page to define your payroll system.

Defining Language Preferences

PeopleSoft has built-in language preference capabilities. Regardless of your system’s base language, you can view your PeopleSoft application in any supported language. There are two ways to set your language of preference:

Using the Language Preferences page.
Using the International Preferences page.

You can view a foreign language sign on page for each language supported by the system. Ensure that your browser accepts the language that you want to use. Once the setup is complete, you can select the Language Name button to view the sign-on page in a given language. The language that you select on the Language Preference page determines the language in which the whole application appears on your browser.

Once you’re logged on to a PeopleSoft application, you can change your language preference at any time during your session on the International Preferences page. If you change your language preference here, the language code is not written to the database. It is only stored in PeopleTools memory for the duration of the current session.

See Also

Setting Language Preferences

Defining Currency

Defining currency in Global Payroll is a two-part process. First, in order to use multiple currencies within Global Payroll, you must set up and maintain the following tables:

Currency Code Table.
Currency Rate Type Table.
Currency Exchange Rate Table.

Second, you must define the currency code and the currency rate type on the Primary Permission List Preferences - Defaults page.

Note. Global Payroll is designed to meet the changing currency requirements of the European Monetary Union (EMU). The system supports all currencies and enables multiple currency conversions. This flexibility ensures that as the EMU regulations change, you can still meet your needs.

Once you’ve set up your currency rate codes, rate types, and exchange rates, you can use them to control your input and output amounts.

Global Payroll uses a two-tiered approach to currency codes:

Pay entity level.
Element definition level.

All employees are assigned to pay groups. Each pay group is assigned to one pay entity. The currency entered on the Pay Entity Processing Details page in the core Global Payroll application affects all pay groups assigned to that pay entity. All processing for all employees associated with a pay entity occurs in the pay entity currency. The pay entity currency is also referred to as the processing currency in Global Payroll.

Online Currency Defaults

When defining a monetary type of element, such as an earnings or deduction, you must specify a currency code for any field with a monetary format.

Currency can be automatically determined by the primary permission list preference, the element definition, or pay entity.

See Also

Setting Up and Working with Currencies

Currency in Batch Processing

Online Currency Defaults

Viewing Delivered Elements

The PeopleSoft system delivers a query that you can run to view the names of all delivered elements designed for Germany. Instructions for running the query are provided in the PeopleSoft Enterprise Global Payroll 8.9 PeopleBook.

See Also

Viewing the Delivered Elements

Setting Up Core Tables

There are several tables that you need to define in the core Global Payroll application first. This section discusses setup considerations for:

Pay groups.
Pay entities.
Defaults.
Triggers.

These pages are fully documented in the PeopleSoft Enterprise Global Payroll 8.9 PeopleBook. Refer to that documentation for information about these pages.

Setting Up Pay Groups

Global Payroll uses a logical grouping, called Pay Group, to qualify individuals for payment. Typically, all individuals in a Pay Group have something in common that causes them to be processed at the same time in the payroll system.

Common examples of Pay Groups are salaried and hourly pay. You can assign a payee’s default earnings and deductions based on Pay Group if you select this option at installation time. A Pay Group can be associated only with a single Pay Entity.

Each Pay Group has a default Eligibility Group associated with it. This is traditionally the default earnings and deductions for the Pay Group population. The default Eligibility Group that is associated with a Pay Group is used as the payee level default. You can override these defaults.

Pay Groups are ultimately associated with Pay Calendars to process a payroll. It is important to group payees who are paid with the same pay frequency—weekly, monthly, and so on—as well as payees who typically receive the same type of earnings and deductions.

See Also

Defining Paygroups

Defining Default Rounding, Proration, and Frequency Conditions for a Paygroup

Defining Paygroup Overrides

Setting Up Pay Entities

Pay Entity defines the organization making payment to the payees. It also defines the type of currency to be used as the processing currency for every calculation.

Only one processing currency can be defined in Pay Entity. However, you can have multiple types of currency used as input and output. For example, you could enter your data in one type of currency and have 50 percent paid in one currency and 50 percent in another currency, regardless of the processing currency defined in Pay Entity.

The processing currency defined in Pay Entity is the currency that is used to generate reports.

A Pay Entity can be linked to one or more Pay Groups. However, each Pay Group is linked with only one Pay Entity.

You associate a specific country with each Pay Entity. This country designation is important for many features in Global Payroll such as the groups of calendars with a single calendar group ID, retro methods, and trigger definitions.

See Also

Defining Pay Entities

Setting Up Defaults

All of your payments are processed through source banks. Specify the classification criteria for your source banks when the system is installed. You have the following options:

Pay entity.
Department.
Pay group.

See Also

Setting Up Banking

Defining Triggers

In Global Payroll, the mechanism used to detect online changes to data that should result in some type of system action is called a trigger. Examples of common data changes that might use triggers are the hiring of a new payee, a change in pay rate, and a change in job location. There are three types of triggers: iterative, retro, and segmentation.

PeopleSoft delivers trigger definitions for basic PeopleSoft records. You will need to set up triggers for additional fields and modified or new records created during the implementation.

See Also

Setting Up Triggers

Selecting the Print Class

Each report has its own layout, design, and specification distinguished by a print class. Select a specific print class on the run control page before running a report.

Pages Used to Select Print Class

Page Name	Object Name	Navigation	Usage
Print Class	GPDE_BL_PRINT	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Reports, Print Classes DEU, Print Class	Assign specifications to a print class and select how an element appears in a printed report. PeopleSoft delivers some print classes, but you can also create your own.
Print Class View	GPDE_BL_PRNT_VW	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Reports, Print Classes, Print Classes DEU, Print Class View	View the specifics of a print class.

Specifying a Print Class

Here you define which elements are printed and in which block and order they are printed. For some reports you also define which components, like base or rate, are printed for an element.

Access the Print Class page.

Entry Type

Values are AC0, DD0, and ER0.

Override Sign

Changes the default sign of each element.

Print Group

The group in which the element is printed on the report.

Print Sequence

The sequence in which the element is printed on the report.

Print Hours

When selected, the element prints as hours.

Print Factor

When selected, the element prints as a factor.

Print Percent

When selected, the element prints as a percent.

Print Amount

When selected, the element prints as an amount.

Print Base

When selected, the element prints as a base.

Print Sum Amount

When selected, the element prints as a sum amount.

Print Total

When selected, the year-to-date total prints.

Static PIN Indicator

Select this option for fixed elements in the report.

Viewing the Specifics of a Print Class

Access the Print Class View page. This display-only page offers a display-only view of those fields on the Print Class page.

See Also

Specifying a Print Class

Setting Up Default Types for Reporting

You must set up certain defaults for German reporting.

Pages Used to Set Up Default Type for Reporting

Page Name	Object Name	Navigation	Usage
German Install Opt (Option)	GPDE_AL_INSTALL	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Framework, Processing, Installation Options DEU, German Install Opt	Set up default types for reporting.

Entering Default Types for Reporting

PeopleSoft Human Resources allows you to define different types of names and addresses. This page defines the one type of name/birth name and address that will be used for payroll and DEUEV reporting. In general, you should not need to modify this setup.

Access the German Install Opt page.

Phone Type

Values are Business, Campus, Cellular, Dormitory, FAX, Home, Main, Other, Pager 1, Pager 2, and Telex.

Email Type

Values are Business, Campus, Dorm, Home, and Other.

See Also

Setting Up and Running Generic Reports

Entry Type	Values are AC0, DD0, and ER0.
Override Sign	Changes the default sign of each element.
Print Group	The group in which the element is printed on the report.
Print Sequence	The sequence in which the element is printed on the report.
Print Hours	When selected, the element prints as hours.
Print Factor	When selected, the element prints as a factor.
Print Percent	When selected, the element prints as a percent.
Print Amount	When selected, the element prints as an amount.
Print Base	When selected, the element prints as a base.
Print Sum Amount	When selected, the element prints as a sum amount.
Print Total	When selected, the year-to-date total prints.
Static PIN Indicator	Select this option for fixed elements in the report.

Phone Type	Values are Business, Campus, Cellular, Dormitory, FAX, Home, Main, Other, Pager 1, Pager 2, and Telex.
Email Type	Values are Business, Campus, Dorm, Home, and Other.