PeopleSoft Enterprise Global Payroll Preface

This preface discusses:

PeopleSoft products.
PeopleSoft Enterprise HRMS Application Fundamentals.
PeopleBook structure.
Global Payroll documentation.
Global Payroll terms.

PeopleSoft Products

This PeopleBook refers to the following PeopleSoft product: PeopleSoft Enterprise Global Payroll.

PeopleSoft Enterprise HRMS Application Fundamentals

Additional, essential information describing the setup and design of your system appears in a companion volume of documentation called PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook.

PeopleBook Structure

PeopleSoft PeopleBooks follow a common structure. By understanding this structure, you can use this PeopleBook more efficiently.

The PeopleBooks structure conveys a task-based hierarchy of information. Each chapter describes a process that is required to set up or use the application. Chapter sections describe each task in the process. Subsections within a section describe a single step in the process task.

Some PeopleBooks may also be divided into parts. PeopleBook parts can group together similar implementation or business process chapters within an application or group together two or more applications that integrate into one overall business solution. When a book is divided into parts, each part is divided into chapters.

The following table provides the order and descriptions of chapters in a PeopleBook:

Chapters	Description
Preface	This is the chapter you’re reading now. It explains: How to use the Application Fundamentals book. How PeopleBooks are structured. How Global Payroll documentation is structured. Global Payroll terms.
Getting Started With…	This chapter discusses product implementation guidelines. It explains: The business processes documented within the book. Integrations between the product and other products. A high-level documentation to how our documentation maps to the overall implementation process; it doesn’t offer step-by-step guidance on how to perform an actual implementation.
Navigation	(Optional) Some PeopleSoft applications provide custom navigation pages that contain groupings of folders that support a specific business process, task, or user role. When an application contains custom navigation pages, this chapter provides basic navigation information for these pages. Note. Not all applications have delivered custom navigation pages.
Understanding…	(Optional) This is an introductory chapter that broadly explains the product and the functionality within the product.
Setup and Implementation	This can be one or more chapters. These chapters contain documentation to assist you in setting up and implementing the product. For example, if functionality X is part of a product, this chapter would be devoted to explaining how to set up functionality X, not necessarily how to use functionality X. You would look to the corresponding business process chapter to learn how to use the functionality. Note. There may be times when a small amount of business process information is included in a setup chapter if the amount of business process documentation was insufficient to create a separate section in the book.
Business Process	This can be one or more chapters. These chapters contain documentation that addresses specific business processes with each chapter generally devoted to a specific functional area. For example, if functionality X is part of a product, this chapter would be devoted to explain how the functionality works, not necessarily how to set up functionality X. You would look to the corresponding setup and implementation chapter to learn how to set up the functionality. Note. There may be times when a small amount of setup and implementation information is included in a business process chapter if the amount of setup and implementation documentation was insufficient to create a separate chapter in the book.
Appendixes	(Optional) If the book requires it, one or more appendixes might be included in the book. Appendixes contain information considered supplemental to the primary documentation.
Delivered Workflow Appendix	(Optional) The delivered workflow appendix describes all of the workflows that are delivered for the application. Note. Not all applications have delivered workflows.
Reports Appendix	(Optional) This appendix contains an abbreviated list of all of the product’s reports. The detailed documentation on the use of these reports is usually included in the related business process chapter.

Global Payroll Documentation

This section discusses:

Global Payroll application design.
Global Payroll documentation structure.
Documentation roadmap.

Global Payroll Application Design

Because the structure of the Global Payroll documentation is similar to the design of the application, the best way to understand the documentation is to review the design of the application itself.

Global Payroll is composed of two complementary parts:

A core payroll application that includes:
- A payroll rules engine.
- A payroll processing framework.
- Processes and setup steps that apply to all countries.
Country extensions that include:
- Statutory and customary objects (payroll rules, payroll processes, reports, additional country-specific pages, and self-service applications).
- Country-specific rules and elements.

Global Payroll Documentation Structure

Like the application, the documentation for Global Payroll consists of two parts: a core book and separate country extension books.

Core Documentation

Like the core portion of the application, which applies to all countries and enables you to develop rules and process a payroll regardless of location, the core book is country neutral. Thus, while it describes the core set of tools that you can use to develop a payroll, it doesn’t discuss the local country rules that have been set up for you. For information about how PeopleSoft has extended core capabilities to meet local requirements, refer to the country extension documentation.

Country Extension Documentation

Just as country extensions in the application address local needs, the country extensions in the documentation cover local functionality. This includes:

Any core feature with local extensions.
Country-specific rule setup.
PeopleSoft-delivered rules and tables.
Country-specific pages.
Country-specific reports.
PeopleSoft Enterprise Human Resources setup, such as bank definitions, that varies by country.
Implementation information that varies by country.

Documentation Roadmap

The core and the country extension documentation complement each other, therefore, it is important to read both sets of documentation.

What to Read When

You can approach the documentation in the following way:

If a process setup is shared between the core application and the country extension, read the core documentation first and then the country extension documentation.

For example, banking is a feature that you first define in the core application and then often continue in the country extension, because most country extensions have some type of banking functionality. You would first read the banking chapter in the core documentation, and then the banking chapter in the country extension documentation.
If a process is set up only in the core application, read the core documentation.
If a process is set up only in the country extension, read the country extension documentation.

Documentation Audiences

We’ve identified the following audiences for the documentation:

Technical

Technical readers who are interested in the technical design of the product should begin by reading the ”Introducing the Core Application Architecture” section of this PeopleBook, as well as the batch processing information that is mentioned in many of the other sections.

See Introducing the Core Application Architecture.
Functional

Functional readers who are interested in defining rules should begin by reading the country-specific functionality described in the country extension documentation. Functional readers can continue to learn about how to use the tools in the core application by reading the sections on defining payroll elements, such as earnings and deductions, in the core documentation.
Managerial

Managerial readers should begin by reading the introduction sections of both the core documentation and the country extension documentation to get a high-level overview of the Global Payroll product.

Note. To fully understand Global Payroll, technical or functional persons who are involved in the product implementation should read the core documentation and the applicable country extension documentation in their entirety.

Global Payroll Terms

There are some differences in the terms used in the Global Payroll core documentation and in the country extension documentation.

Global Payroll core documentation uses the term payee to refer to employees, contingency workers and persons of interest (nonemployees).

In some of the country extension applications, there are statutory rules that differentiate clearly between an employee and a nonemployee in the system. In such cases, PeopleSoft refers to employees and nonemployees more often than to payees.
Global Payroll core documentation uses the term organization to refer to both companies in the private sector and organizations in the public sector.

In some of the country extension documentation, PeopleSoft refers to company, rather than organization. This is because there are pages in the country extension applications where Company is a required field.

About These PeopleBooks

A companion PeopleBook called About These PeopleBooks contains general information, including:

Related documentation, common page elements, and typographical conventions for PeopleBooks.
Information about using PeopleBooks and managing the PeopleBooks Library.
Information on the International Organization for Standardization (ISO) country and currency codes used within PeopleBooks.
A glossary of useful PeopleSoft terms that are used in PeopleBooks.