Understanding Global Payroll for United States

This chapter discusses:

• Global Payroll for United States.

• Global Payroll for United States business processes.

• Delivered elements for the U.S.

• Element naming conventions in the U.S.

• Viewing delivered elements for the U.S.

Global Payroll for United States

Global Payroll for United States is a country extension of the core Global Payroll application. It provides you with the payroll rules, elements, and absence processes that you need to run a payroll.

Global Payroll for United States Business Processes

Global Payroll for United States supports these business processes:

• Earnings.

  Global Payroll for United States provides the ability to define and process different earnings types. Global Payroll for United States also delivers common earnings types, including those for regular hourly earnings, exception hourly wages, salary earnings, shift differential pay, overtime, premium pay, and bonuses.

  See Setting Up Earnings.

• General deductions.

  Global Payroll for United States provides the ability to define and process many common general deductions, including loan deductions, United Way deductions, and credit union deductions.

  See Setting Up General Deductions.

• Benefit deduction calculations.

  Global Payroll for United States is designed to integrate with PeopleSoft Enterprise Human Resources and PeopleSoft Enterprise Benefits Administration, enabling the system to calculate benefit deductions.

  See Setting Up Benefit Deductions.

• Absences.

  Global Payroll for United States delivers rules that enable you to track vacation, jury leave, sick leave, and bereavement leave.

  See Setting Up Absence Elements.

• U.S. savings bond processing.

  You can set up, process, and maintain Series EE and Series I savings bonds purchases for employees through automatic payroll deductions.

  See Administering U.S. Savings Bond Purchases.

• Garnishments.

  Global Payroll for United States enables you to set up and process garnishments. Since garnishment orders can come from different agencies each having different reporting requirements, the system is flexible enough to address the priority of each garnishment received by jurisdiction, type, and timing of receipt. In the case of multiple garnishments being processed at the same time, the system can determine which proration method to use and when. Once the funds are withheld, you have the ability to disperse them according to the method and schedule established by the issuing agency.

  See Assigning Garnishments.

• Federal and state income taxes.

  Global Payroll for United States enables you to calculate and process federal and state income tax for payees.

  See Understanding Tax Processing.

• Payslips.

  Global Payroll for United States enables you to create payslips based on your organization’s needs. With payslip templates, you can specify the amount of detail to include on the payslip.

  See Setting Up Payslips.

• Termination processing.

  With Global Payroll for United States, you can calculate final pay for terminated employees. You can define which earnings and deductions to process in the final payment. You can also define any special processing that should occur for each earning or deduction, such as vacation balance pay out or loan balance collection.

  See Processing Final Payments.

• Paycheck reversals.

  Global Payroll for United States enables you to identify a specific payment by employee and calendar and reverse the payment.

  See Processing Reversals.

• Banking.

  With Global Payroll for United States, you can set up banking information for payees and define source bank information. You can define prenote information and manage the prenotification process. You can also create direct deposits and garnishment files. You can run the banking process and create banking reports.

  See Defining Banking.

• Payment processing.

  You can use the banking process in Global Payroll for United States to complete payment processing. The system uses the payment ID number defined in the banking process to assign a payment ID to any type of payment. The payment process also determines the appropriate payment number to assign to each payment.

  See Processing Payments.

• Year-end processing.

  With Global Payroll for United States, you can process and generate the year-end Wage and Tax Statement (W-2), the Corrected Wage and Tax Statement (W-2c), the Transmittal of Wage and Tax Statement (W-3), and the Transmittal of Corrected Wage and Tax Statement (W-3c). Additionally, you can process the year-end forms for all territories, including American Samoa, Guam, Puerto Rico, and the Virgin Islands.

  See Defining Year-End Processing.

• Self-service for the payee W-4.

  If you purchased PeopleSoft Enterprise ePay, payees can update their W-4 tax information, such as marital status, number of allowances claimed, and withholding amounts. Payees can also view and print out copies of the W-4 forms for their records.

  See Setting Up Taxes.

• Self-service for payslips.

  If you purchased ePay, payees can view their payslips online.

  See Viewing Payslips Using ePay.

Delivered Elements for the U.S.

Global Payroll defines each business process for the United States in terms of delivered elements and rules. Some of these elements and rules are specifically designed to meet legal requirements, while others support common or customary payroll practices.

This section discusses:

• Delivered element creation.

• Element ownership and maintenance.

Delivered Element Creation

All of the elements that are delivered as part of Global Payroll for United States were created using the core application.

The core application:

• Consists of a payroll rules engine.

  The rules engine is a flexible tool that enables you to define new payroll elements and run payroll and absence calculations using the delivered elements. Global Payroll does not embed payroll computations in application code. Instead, it specifies all business application logic (such as earnings, deductions, absences, and accumulators) in terms of payroll rules. Global Payroll enables you to enter and maintain payroll rules through a set of pages and offers comprehensive features that enable you to work in your preferred language or currency.

• Provides a payroll processing framework.

  The payroll processing framework provides a flexible way to define and run payroll and absence processing flows (such as calendars, run types, pay periods, and process lists).

Element Ownership and Maintenance

This section describes PeopleSoft's approach to element ownership and what this means for the maintenance of U.S. payroll rules.

Element Ownership in Global Payroll

There are five types of element ownership in Global Payroll:

Element Ownership in Global Payroll for United States

Of the five ownership types described here, two are used to define U.S. elements:

• PS Delivered/Maintained.

• PS Delivered/Not Maintained.

  Most of the delivered elements for the U.S. are defined as PS Delivered/Not Maintained. This enables you to modify, update, and re-configure delivered elements to meet your own requirements.

This table lists the ownership types associated with the delivered elements for the U.S.:

Element Naming Conventions in the U.S.

Understanding the naming convention used for PeopleSoft delivered elements can help you determine how an element is used, its element type, and even the functional area it serves.

This section discusses:

• Naming conventions.

• Functional area codes.

• Element classification.

• Element type codes (PIN_TYPE).

Naming Conventions

This section discusses the naming conventions for:

• Primary elements.

• Supporting elements.

• Component names (suffixes).

We also discuss common abbreviations used in the names of U.S. elements.

Primary Elements

Primary elements such as earnings, deductions, absence takes, and absence entitlements do not contain functional area codes or element type codes in their names. Primary elements have names that identify their functions and element types without the use of additional codes. For example, the name of the deduction element DENTAL EE identifies this element as a dental deduction and more specifically, as an employee dental deduction (EE).

Supporting Elements

For supporting elements such as variables, formulas, dates, and durations, PeopleSoft uses this naming convention: FFF TT NAME.

• FFF: Functional area code.

  See Functional Area Codes.

• TT: Type of supporting element.

  See Element Type Codes (PIN_TYPE).

• NAME: Based on a term in English that provides a further means of identifying the element.

For example, in the variable ABS VR SICK ENTIT:

• ABS represents the functional area (absences).

• VR represents the element type (variable).

• SICK ENTIT provides a further means of identifying the element (sickness entitlement).

Note. This naming convention applies to these element types: arrays, brackets, counts, dates, durations, formulas, rate codes, variables, historical rules, fictitious calculation rules, proration rules, rounding rules, writable arrays, and generation control conditions.

Component Names (Suffixes)

Global Payroll automatically names the components in the calculation rule of an earning, deduction, or absence element by appending suffixes to the element's name.

For example, suppose that you define an earning named EARN1 with this calculation rule:

EARN1 = Rate × Unit

The system automatically creates two additional elements for the components in the calculation rule by appending the suffixes _RATE and _UNIT to the name of the earning:

• Rate component: EARN1_RATE.

• Unit component: EARN1_UNIT.

Global Payroll also generates suffixes to name:

• Auto-generated accumulators for earnings and deductions.

• Deduction arrears components.

• Deduction arrears accumulators.

• Absence entitlement accumulators.

Note. To view all of the suffixes defined for the United States, use the Element Suffixes component in Global Payroll.

See Defining General Element Information.

Functional Area Codes

Many elements include a three-letter functional area code in their names. This code identifies the functional area supported by an element.

This table lists the functional area codes used in the names of U.S. elements:

Element Classification

Categories are a way to further name and classify elements after you define them at the country level. You can use categories to classify elements based on your organization's needs.

Note. You can view all of the categories defined for Global Payroll for United States on the Category Types page.

See Defining General Element Information.

The categories delivered with Global Payroll for United States are:

Element Type Codes (PIN_TYPE)

This table contains codes for all of the element types. Because not all element types are delivered for United States, not all of these codes appear in the names of U.S. elements:

Viewing Delivered Elements for the U.S.

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

See Also

Viewing the Delivered Elements