Person of Interest Type Tbl

POI_TYPE_TBL

Set Up HRMS, Foundation Tables, Organization, Person of Interest Types, Person of Interest Type Tbl

Review the delivered POI types and modify the characteristics that govern how the system processes the information of POIs with this type.

Record for POI Transaction

Select the record used for processing and holding information about people with this POI type.

If you select the PER_POI_TRANS record (the generic POI transaction record used by the Person Organization Summary component), the system enters default information into the rest of the fields in the POI Transaction group box and the Record for POI Summary View field that you cannot overwrite.

If you choose to use a record other than PER_POI_TRANS for POI types that do not require jobs, you will need to create a view to use the in the Record for POI Summary View field in order for the data for the data in the transaction record to show up in the Person Organizational Summary component.

Component Name

Select the component using the POI transaction record. When you select this POI type on the Personal Data – Organizational Relationships page and click the Add the Relationship button, the system will move you to the component you select here.

Market, Menu Name, Menu Bar Name, and Menu Item Name

Select the menu's market, name, bar name, and item name for the selected component.

Transfer Panel Name

Enter the object name of the page you want the system to open to when you click the Add the Relationship button.

Record for POI Summary View

Select the record from which the system draws the summary information for this POI type. When you view the organizational relationships of a person with this POI type on the Person Organizational Summary component, the system pulls the summary information from this record.

If you choose to use a record other than PER_POI_TRANS, you must create a view to use here in order for the data for the data in the transaction record to show up in the Person Organizational Summary component. Create the view in PeopleSoft Application Designer using the PER_POI_TRANS view but with different view text.

Person of Interest Checklist

Select a default checklist for this POI type. When you opt to assign a POI type to a person and create a POI checklist from the Personal Data - Organizational Relationships page (PERSONAL_DATA4), the system creates a record for the person on the Person Checklist page (PERSON_CHECKLIST) and adds this checklist.

See Creating Checklists.

Allow in Generic Add Component

Select to make this POI type available when adding a record for a POI in the Add a Person component, Job Data component, and Person Organizational Summary component on the Administer Workforce menu. The system selects this check box for all new types.

Allow in Generic Upd Component (allow in generic update component)

Select to make this POI type available when updating a record for a POI in the Job Data component and Person Organizational Summary component on the Administer Workforce menu.

Holiday Schedule

HOLIDAY_SCHED_TBL

Set Up HRMS, Foundation Tables, Organization, Holiday Schedule

Designate holidays for payroll processing.

Business Unit

BUS_UNIT_TBL_HR

Set Up HRMS, Foundation Tables, Organization, Business Unit, Business Unit

Add or update business units.

Business Unit Reference

BUS_UNIT_TBL_HR2

Set Up HRMS, Foundation Tables, Organization, Business Unit, Business Unit Reference

Identify business units in other PeopleSoft applications that are related to a business unit.

Business Unit Options Default

BUS_UNIT_OPT_HR

Set Up HRMS, Foundation Tables, Organization, Business Unit Options, Business Unit Options Default

Set system defaults such as Company, Country, and Currency for a specific SetID.

GL Business Unit

BUS_UNIT_TBL_GL

Set Up HRMS, Foundation Tables, Organization, GL Business Unit, GL Business Unit

Review GL business units.

Status

Select Active or Inactive . If you select Inactive , the business unit won't appear in any business unit lists in PeopleSoft HRMS.

Note. Business units aren't effective-dated, so use this field to implement or retire business units.

Default Record Group SetIDs

When you define a new business unit on the Business Unit component, you can specify that the system establish default record group SetIDs for the new business unit, using the options in this group box. The SetID or Clone from Existing Business Unit value that you enter determines your preliminary TableSet sharing setup for the new business unit by determining the SetIDs that are assigned to each record group for the new business unit. The SetID assigned to a record group determines which TableSet is used as valid values for that business unit.

Company, Country, and To Currency

Select the Company, Country, and To Currency that the system will use as a default value.

Default Standard Hours

The system takes default standard hours from the Define Salary Plan component (SALARY_PLAN_TABLE), the Job Code Table component (JOB_CODE_TBL), or the Installation Table component (INSTALLATION_TBL).

Work Period

The standard work period is the time period in which employees must complete the standard hours. The system uses the annualization factor of the standard work period in combination with the default standard hours to calculate FTE (full-time equivalency). The system takes default standard work period from the salary plan, the job code, or the Installation Table. The value that you enter here is used for validation in the Job Data pages (JOB_DATA) and the Position Data component (POSITION_DATA).

Minimum Standard Hours and Maximum Standard Hours

Enter the default minimum and maximum standard hours for this SetID. The value that you enter here is used for validation on the Job Data pages and the Position Data component.

Industrial Committee

Select the appropriate industrial committee for the company. This can be overwritten at the department level if necessary.

NACE Code

Enter the NACE code for the company. Note: You can choose the level of detail for the NACE Code. It can range from 5 digits for group level, 6 for class level and 7 for subclass level.

Census Metropolitan Area

Select a metropolitan area.

Industrial Sector

Select an industrial sector.

Legal Type

LEGAL_TYPE_TBL

Set Up HRMS, Foundation Table, Organization, Company Legal Type, Legal Type page

Many countries require that you report on your organization’s legal structure, whether it’s a corporation, a public limited company, a cooperative, or another type of organization.

You can associate the correct legal type with each company on the Company Table and use the information when you generate reports.

Company Location

COMPANY_TABLE1

• Set Up HRMS, Foundation Tables, Organization, Company, Company Location

• Set Up HRMS, Foundation Tables, Organization, Agency USF, Company Location

Define and describe companies.

Default Settings

COMPANY_TABLE2_GBL

• Set Up HRMS, Foundation Tables, Organization, Company, Default Settings

• Set Up HRMS, Foundation Tables, Organization, Agency USF, Default Settings

Set up default company information; for example, the company pay group, salary point values, and Claeys formula factors for Belgian companies.

(BEL) Claeys

COMP_TBL2ABEL_SBP

Click the Claeys link on the Default Settings page.

Enter the default information and salary factors that are used to perform Claeys formula calculations.

(BEL) Providers

COMP_TBL2BBEL_SBP

Click the Providers link on the Default Settings page.

Associate a provider with a setID.

(USA) Tips Processing

COMP_TBL6USA_SEC

Click the Tips Processing link on the Default Settings page.

Set up tip allocation.

(USA) (CAN) General Ledger Liability Accts

COMP_TBL7USA_SEC

Select the Liability/Expense Account Codes link on the Default Setting page.

Use the Liability/Expense Acct Codes page to enter General Ledger Account Codes for Net Pay and Direct Deposits.

(USA) FICA/Tax Details

COMP_TBL8USA_SEC

Select the FICA/Tax Details link on the Default Settings page.

Use the FICA/Tax Details page to specify your federal employer identification number, link companies together, and define default tax status.

Phones

COMPANY_TABLE3_GBL

• Set Up HRMS, Foundation Tables, Organization, Company, Phones

• Set Up HRMS, Foundation Tables, Agency USF, Company, Phones

Enter telephone information for a company.

Rules Definition

COMPANY_TABLE4_GBL

• Set Up HRMS, Foundation Tables, Organization, Company, Rules Definition

• Set Up HRMS, Foundation Tables, Organization, Agency USF, Rules Definition

Define FTE rules for the company.

Company Table Report - Run Control

PRCSRUNCNTL

Set Up HRMS, Foundation Tables, Organization, Company Table Report

Run the Company Table report (PER707). This report prints all companies in the Company Table and default information, including name and address, company code, and effective date.

The report PAY702 prints the General Ledger information you enter in the Company Table.

Representative’s Title

Enter the title of your company’s representative as of the effective date. This is the person whose title (and name) appears by default on the Appointment Notification report page.

If you accept the default—which you can override on the report page—the title and name appear on the Notification of (Hiring, Department Change, Grade Advance or Termination) pages.

Representative’s Name

Enter the representative’s name. You can override this default on the Appointment Notification report page.

Points Value

Enter the monetary value of your points.

Pay Group

If you enter a value in this field, the pay group appears as the default for all employees in this company. You save data-entry time at the employee level if most employees have the same pay group.

Note. The size of this field varies depending on whether you use PeopleSoft Global Payroll or PeopleSoft Payroll for North America. First, set up your PeopleSoft Global Payroll or PeopleSoft Payroll for North America pay groups to make them available here. Where you do that depends on which payroll application you use.

Default Earnings Program

Select a default value for people in this company.

Lines on Paysheet

Enter the number of lines for the paysheet. Paysheets serve as a repository for the data that is required to calculate the employee pay for each pay period.

See Defining Earnings Codes and Earnings Programs.

Activity Days for Terminations

This field is for information purposes only.

Federal Tax Deduction Priority and State Tax Deduction Priority

Enter the federal and state tax deduction priorities.

Pay Taxes through AP (pay taxes through Accounts Payable)

Select to indicate if this company is tracking its taxes through Accounts Payable.

General Ledger Account Codes

Click to enter information about general ledger account codes.

Tips Processing

Click to set up the parameters for handling tips in your company's environment.

Tax Details

Click to enter FICA and tax details.

Company Trade Name

Enter the name of your Belgian company; for example, Continental Commerce - Belgium.

Registration for Trade

Enter the company's official registration number from the Belgian Trade Register.

Legal Entity

A legal entity is the legal form that applies to a company: Inc (corporation), Coop (cooperative), and so forth. The translate values reference different forms that you can select to indicate whether the company is public or privately held or whether it is of limited liability.

Salary Limit

Select to set a maximum salary limit. While selecting this check box doesn’t enforce any salary limits in the system, you can use it as a reference to prevent salary raises that exceed company limits or that would occur during periods where increases aren’t allowed.

If your organization enforces periods where no salary increases are allowed or limits salary increases, you can modify the PeopleCode behind this page. Then, when you select this check box, the system it to ensure that no raises are allowed during these periods.

Official Language

Select the company official language. This value is used as the default person's official language, with the exception of companies located in the Brussels-Capital Region, for which the person's preferred language is used as the default.

Claeys Defaults

Click to enter Claeys default and salary factor information on the Claeys page.

See (BEL) Entering Default Information and Salary Factors.

External Providers

Click to enter Belgian provider information for tracking third-party providers on the Providers page.

See (BEL) Associating a Provider with a SetID.

Natl Office for Social Sec (national office for social security)

Enter the number under which the company is registered at the National Office for Social Security.

Overseas Soc Ins Inst (overseas social insurance institution, federal pension institute)

Enter the company’s overseas social insurance institution, federal pension institute for use in meeting your Belgian organization’s reporting requirements to the Belgian government. While the system doesn’t require this information, it is important for regulatory reporting.

RIZIV # (RIZIV number)

Enter the RIZIV code. It records the company’s Federal Institute for Illness and Disability Insurance category.

Geo Loc NOSS (geographic location for State Social Insurance category)

Enter the geographical location for the NOSS.

Statistics Institute

Enter the statistics institute for use in meeting your Belgian organization’s reporting requirements to the Belgian government. While the system doesn’t require this information, it is important for regulatory reporting.

Industrial Committee

Select the appropriate industrial committee for the company. You can override this value at the department level.

NACE Code

Enter the NACE code for the company.

Note. The NACE code can range from 5 digits for group level, 6 for class level, and 7 for subclass level.

Firm Number and Rate Number

Enter if you are tracking Workers' Compensation Board data for Canadian workers.

AHV Number (Alters-und Hinterbliebenen Versicherung number)

Enter the number of the responsible AHV compensation office. This numeric code can be up to 6 characters.

Accident Insurance Number

Enter the number assigned to the company by its accident insurance company. Use this number in health and safety reporting.

Trade Registry Number

Enter the number assigned to the company by the Trade Registry office. The format is 999.9.999.999-9.

OECD Permission Required (Organization for Economic Cooperation and Development permission required)

Select if applicable. Germany requires OECD permission for workers from non-OECD countries to work in certain types of industry, such as defense or high technology.

Medical Checkup Required

Select if a medical checkup is required for your workers under German labor law.

Fiscal Identification Code

Enter your company’s fiscal identification code as assigned by the Spanish government.

SIREN Code (Systeme Informatique pour le Repertoire des Entreprises code)

Enter a SIREN code for this organization. This code is assigned to a company when it registers as a business with the French government. The code isn’t required for your human resources system, but is required on many company documents.

APE Code (Activite Principale Exercee code)

Select an APE code. This code serves as a classification of the type of industry that the company is involved in (banking, software, insurance, and so forth). The code is required by French law and must appear on all company regulatory reports.

BankData Check Digit

Enter a bank data check digit (optional).

Pension Code

Select the code for the pension companies used by this French company.

Institution # (institution number)

Select the institution number for the pension companies used by this French company.

Co. Memb. # (company membership number)

Enter the membership number that was assigned to this company when it registered with the pension company.

Business Description

Enter the company business description. This information is used on the two local UK RIDDOR reports, which are located on the Monitor Health/Safety menu. The system prints the business description of the relevant company from the Job record of each employee.

Company Code

Enter the company code that is assigned to your company by the Italian regulatory authorities.

Main Code

Select if this is the main company code that is used for reporting purposes.

Federal Employer Tax ID

Enter the tax ID number that is provided by the Dutch government.

Vendor ID

Select from the list of insurance providers.

Registration No. (registration number)

Enter the registration number for the insurance provider, which you obtain from the provider.

Employer ID Number

Specify the unique Federal Employer ID Number (EIN) associated with the company. This control becomes the default for the Employer ID State Withholding control on the Company State Tax Table.

Note. If you choose to set up multiple companies with the same EIN, modifications must be made to the quarterly wage reports to 'roll-up' these totals (for example, TAX810XX, TAX860XX, TAX002XX, etc.).

However, for Annual W-2 reporting, employee balances can be combined using the W-2 Reporting Company feature.

FLSA Required

Select this option if any non-exempt employees in the company need to have the FLSA rate calculated for their overtime pay. If there are Pay Groups with non-exempt employees who do not need to have the FLSA rate calculated then the FLSA Required flag on the Pay Group should be cleared.

Clearing the FLSA Required on the Company component prevents you from using the FLSA calculation for all pay groups because the FLSA Required flag on the Pay Group component (PAYGROUP_TABLE) is hidden.

If you select this option, also select the applicable FLSA rule to indicate how and when the FLSA calculated premium will apply to overtime pay.

Higher of FLSA/Contractual

FLSA premium will apply only when it is greater than the contractual rate.

Always use FLSA Premium

Use the FLSA premium amount regardless of the contractual rate.

Federal Reserve Bank ID

The system uses this field when processing U.S. savings bonds issuing data. Enter the Federal Reserve Bank (FRB) identifier assigned to this company by the FRB.

Federal Reserve Bank District

The system uses this field when processing U.S. savings bonds issuing data. Enter the Federal Reserve Bank District Designator indicating which FRB is doing the issuing of the bonds.

EEO Company Code (equal employment opportunity company code)

If the U.S. government has assigned this company a code for EE0-1 and VETS 100 reporting, enter the number.

Liability for Payroll Tax

Specify whether tax is applicable to the default compensation rate components. When you select this check box, the state payroll tax rates you set up on the State Payroll Tax page (PKG_PYTX_RT_TBL) are used in the package compensation calculation for your salary-packaged employees.

TEC Comp Rate Code andTPV Comp Rate Code

Specify the default compensation rate code for TPV (Total Package Value) and TEC (Total Employment Cost) that you will use in salary packaging enrollment.

You set up your compensation rate codes on the Comp Rate Code Table page (COMP_RATECD_TBL).

Institute Code

This group box appears only if you’ve selected the Education & Government check box on the Installation Table component. Enter the Institute Code identifier for DETYA reporting. This is used by the system to track information about the institute for reporting purposes and defaults on any page where this is required information.

Agency Code

This group box appears only if you’ve selected the Education & Government check box on the Country Specific page of the Installation component. Enter the agency code for the company.

Classification Unit

Enter the classification unit for your company. This information comes from the Classification Unit Table. The system uses this data for Accident Rehabilitation Compensation Insurance (ARCI) employer premium calculations.

Company Settings

Define the company's activity. Typical values are Financial, Pharmaceutical, Manufacturing, Services, Tourism, and Sales.

RFC

Enter the RFC ID for your company.

The Mexican Treasury (Secretaria de Hacienda y Credito Publico) identifies each company with an RFC ID. Social security, taxes, and payroll reports use the RFC ID.

INFONAVIT ID

Enter the INFONAVIT ID for your company.

% Creditable Subsidy

Enter the percentage of accreditable subsidy. This value is used to calculate federal taxes.

Name

Enter the name of the person who acts as the legal representative for the company.

RFC and CURP

Enter these values for the legal representative.

Nature of Declarer

Enter the legal nature of the establishment. This information is used for reporting purposes.

Option to Simples

Select an option to simples value to have the company’s contributions replaced by the actual invoice contribution amounts after invoices are generated.

Reference Number

Enter the company tax reference number (the Company C File Number). This number is used in Annual Statement of Tax Deductions - Malaysian CP159 report (GPMYTX05).

Registration Number

This is the company registration number, assigned by the government of Malaysia assigns to an organization to uniquely identify the company. This is used in CP39 Monthly Statement of Tax Deductions - Electronic form (GPMYTX04).

Tip Establishment Field

This field designates where the tips are acquired. Tips allocation is done for each establishment. An establishment is an individual restaurant, hotel, or other unique location. If a company has 15 restaurants, tips are allocated separately for each restaurant. You cannot override this value in the Tip Establishment page.

Minimum Tips Percent

Enter the minimum percentage of tips to be distributed to workers. The percentage specified by the federal regulations is 8 percent. Employers can apply for a lower percentage if it can be shown in writing that the tip rate at an establishment is less than 8 percent. You can override this value in the Tip Establishment table.

Note. The minimum tips percent value is based on federal and state regulations.

Tips Allocation Method

Select the tip allocation method used for this company. Only establishments that employ fewer than 25 employees (tipped and nontipped) during a pay period can use the Hours Worked method. You can override this value in the Tip Establishment table.

Tips Allocation Earnings Code

Select the earnings code to record the amount calculated by the tip allocation process. You cannot override this value in the Tip Establishment table.

Delay Withholding of Taxes

Select to have the system delay withholding until the worker reports 20 USD of tips in a month federal and state taxes for each earning that is indicated for tax withholding in the Tax table.

Adjust to Minimum Wage (adjustment to minimum wage)

Select this check box unless your company has a special agreement with the Internal Revenue Service. This ensures that tipped workers receive necessary wage adjustments to bring them up to the minimum wage.

Min Wage Adjustment Earns Code (minimum wage adjustment earnings code)

Select the earnings code to be used when tips plus wages do not meet statutory minimum wage requirements.

Tip Credit Earnings Code

Select an earnings code for recording tip credits. Tip credits are memo earnings to identify what portion of reported tips goes toward payment of the federal minimum wage (state minimum wage is used if it is higher than the federal minimum wage).

Common Paymaster ID

Enter a Common Paymaster ID to tell the system to treat all employee tax, deduction, garnishment, and earnings balances as one for companies sharing that Common Paymaster ID.

Other Common ID

Enter an Other Common ID to tell the system to treat all employee deduction garnishment, and earnings balances as one for companies sharing that Other Common ID.

You’d typically use an Other Common ID when you need to keep your companies separate for tax purposes, but need to maintain accurate current employee balances across companies for calculating Section 415 limits, year-to-date deduction maximums, and maximum yearly earnings ceilings. Leave accrual balances are not included in Common Paymaster ID or Common Other ID processing.

Tax Report Type

This field is used by the year-end tax reporting programs to select the proper set of people, either W-2, 1099R recipients, or non-employees, for inclusion on one of several possible year-end tax reports.

Note. To use PeopleSoft Payroll to produce Forms W2PR for Puerto Rico year-end reporting, you need to have paid Puerto Rico employees in one or more separate companies for the entire tax year being reported.

Note. To include retirees in your year-end reports, you need to set them up in a separate 1099-R company.

FICA Status-Employer

This field is information only.

FICA Status-Employee

This information appears as a default on the Job Information page (JOD_DATA_JOBCODE).

SDI Status-Employee

For states where the SDI status is not specified as Not Applicable, the Employees’ SDI Status will appear as a default.

FUT Exempt

Select this option if the company is exempt from FUT.

SUT Exempt

Select this option if the company is exempt from SUT.

Override Operator Industry

Select if the operator industry can be overridden.

Labor Agreement

Select a Labor Agreement code from the list.

Phone Type and Telephone

Enter the phone type, such as Business, Home, and so forth, and the phone number. The phone fields are effective-dated and scrollable so that you can enter multiple phone types and maintain history data.

Paid FTE Decimal Precision

Enter the number of decimal points the system will use when calculating FTE for payment purposes.

Payroll Interface Information

GVT_COMPANY_TBL7

Set Up HRMS, Foundation Tables, Organization, Agency USF, Payroll Interface Information

Enter the agency’s payroll interface information.

Payroll Office Address

GVT_COMPANY_TBL8

Set Up HRMS, Foundation Tables, Organization, Agency USF, Payroll Office Address

Enter the agency’s payroll office address information.

ECS Address (electronic certification system address)

GVT_COMPANY_TBL9

Set Up HRMS, Foundation Tables, Organization, Agency USF, ECS Address

Enter the agency’s ECS address information.

Agency Table Report - Run Control page

PRCSRUNCNTL

Set Up HRMS, Foundation Tables, Organization, Agency Table Report USF

Run the Agency Table report (FGPER803). This prints all agencies in the Agency component and default information, including name and address, agency code, and effective date.

Establishment Address

ESTAB_TBL1_GBL

• Set Up HRMS, Foundation Tables, Organization, Establishment, Establishment Address

• Workforce Monitoring, Meet Regulatory Rqmts, Define Regulatory Reqmts Data, Establishments, Establishment Address

Create an information profile for each of your business establishments: Identify the establishment, indicate its regulatory region, and enter the address.

Phone Numbers

ESTAB_TBL2_GBL

Set Up HRMS, Foundation Tables, Organization, Establishment, Phone Numbers

Enter the establishment’s telephone, fax machine, and other related numbers.

Controlled Establishments

CONTROLLED_ESTABS

Set Up HRMS, Foundation Tables, Organization, Controlled Establishments Sumry, Controlled Establishments

Shows all establishments that have designated the selected Headquarters Unit as their Controlling Establishment.

Insurance Company Code

Select the code of the insurance company that represents the establishment (work center) in work-related injuries. These codes are maintained on the Insurance Company page (INSUR_COMP_CD_ESP).

SSN EE Type (social security number employer type)

Select the SSN type— Apprentice , Regular , or Training —based on the type of contract you have with your employees.

SSN Employer

Enter the social security number as assigned by the Spanish government.

Main SS Nbr.

Select if the entry in the SSN Employer field is the main number for this establishment (work center). One work center can have more than one employer social security number.

IA Code (industry activity code)

Enter the IA code, which is maintained on the Industry Activity page (INDSTRY_ACT_CD_ESP).

NIC Code (Numero Interne de Classement code). (Internal Number of Filing)

Enter the NIC code for the establishment. NIC numbers identify the entities that are inside the same enterprise.

CRAM Fund ID (Caisse Regionale d’Assurance Maladie fund ID)

Select a CRAM fund ID. CRAM is the regional social body that deals with the prevention of and compensation for industrial injuries. The CRAM office oversees the local CPAM (Caisse Primaire d’Assurance Maladie) offices that manage occupational health care coverage.

Counter#/Acct #/RIB Key (counter number/account number/RIB key)

Enter the Counter#/Acct #/RIB Key information.

Transport Rate

Enter the transport rate. The transport rate is a statutory deduction. Each establishment has a rate, and the URSSAF notifies establishments of this rate on a yearly basis. The region uses this deduction to subsidize transportation and maintain and build roads. PeopleSoft Global Payroll uses the transport rate that you enter here.

URSSAF Code (Union de Recouvrement de la Securite Social et des Allocations Familiales code) and URSSAF # (URSSAF number)

Enter an URSSAF code and number. The URSSAF is responsible for ensuring payment of Social Security contributions by all French employers.

Base Scheme

Enter the Social Security code for DADS.

Tax on Salary Liability

Indicate if the tax on salary liability is complete, partial or if there is no liability to this tax.

Establishment Activity and Medical Organism

Select an establishment activity and medical organism. Used for Single Hiring Statement reporting.

Pension Code and Institution # (institution number)

Enter the pension code or the institution number of the pension companies used by this establishment.

Membership #

Enter the membership number that the pension company assigned to this establishment when it registered the establishment.

Risk Code

Enter the risk code. The various rates are associated by the risk code that is used at the department level to specify the work accident rate for the department.

AT Section (Section Accident du Travail section) (Work Accident Section)

System-displayed information that you need to identify the risk code by establishment.

Standard Rate

Enter the standard rate information. The various rates are associated by the risk code that is used at the department level to specify the work accident rate for the department.

Building

Enter the building for your establishment's address.

Guide Number

Enter the number provided by the IMSS authority. The guide number is used as a reference when you submit reports to the IMSS.

IMSS Zone, IMSS Subzone, and IMSS Sector

Select the IMSS zone, subzone, and sector for your establishment's location.

The IMSS zone, IMSS subzone and IMSS sector indicate the office where you can make your payments.

Risk Factor

Enter the risk factor that's used for IMSS tax calculation.

Wage Zone

Select the economic zone for your company's location. Wage zones dictate minimum wages. Valid values are A Zone, B Zone, and C Zone.

NAICS (North American Industrial Classification System), Controlling Establishment ID, SIC (Standard Industrial Classification), and Vets 100 Unit Number

Enter the NAICS code, controlling establishment ID, SIC code, and Vets 100 unit number, if any apply to this establishment.

EEO-1 Minimum 100 Employees, EEO-1 Company Affiliated

Select if they apply to this establishment.

EEO-1 Filed Previous Year

Selected by default. If you didn’t file an EEO-1 report for this establishment last year, clear this check box.

Location same as last year

Select Yes or No to indicate whether your location is the same as last year, or select No Report if you made no report last year.

Major business activity same as last year

Select Yes or No to indicate whether your business activity is the same as last year; or, select No Report if you made no report last year.

Estab. major business activity (establishment’s major business activity)

Enter a description of the establishment’s major business activity. The description is limited to the four lines that appear on the page.

As of Date

Select a date to view which locations are associated with this establishment at a certain point in time.

Location SetID, Location Code, andDescription

View the location codes associated with this establishment on the Location Profile page.

Go to Locations

Click to access the Location component. The system will open the component with the same action you are in on the Establishments component.

When you save or cancel your changes on the Locations component, the system returns you to the Establishment component.

Contact for Establishment

Select the contact for this establishment.

Location Address

LOCATION_TABLE1

Set Up HRMS, Foundation Tables, Organization, Locations, Location Address

Enter physical locations in your organization, such as corporate headquarters, branch offices, and remote sales offices.

Business Units by Location

LOC_BU_SEC

Click the Business Units that use this SetID link on the Location Address page.

View a list of the business units that use this setID.

Phone Number

BUS_PHONE_SEC

Click the Phone link on the Location Address page.

Enter phone numbers for the location addresses.

Location Profile

LOCATION_TBL2_GBL

Set Up HRMS, Foundation Tables, Organization, Locations, Location Profile

Specify a salary administration plan for the location, as well as tax, establishments and local country information.

Location Table Report - Run Control page

PRCSRUNCNTL

Set Up HRMS, Foundation Tables, Organization, Location Table Report

Run the Location Table report (PER705). This report lists each physical location by Location Code. Because you can define locations by effective date, the report program prints all locations (past, present, and future).

Plan

Select a salary administration plan from the values that you created on the Define Salary Plan component.

See Setting Up Salary Plans, Grades, and Steps.

Tying a salary administration plan for a location helps you distinguish currency and cost-of-living differences for workers with the same job code. If you don’t need to distinguish salary administration plans by location, leave this field blank.

Note. Select only the plans that are associated with the setID that you selected on the Define Salary Plan component. If you select a salary administration plan on this page, the system uses that plan as the default value on the Job Data pages for the people in this location. Otherwise, it uses the salary administration plan that you enter on the Job Code Table.

See Classifying Jobs.

Regulatory Region

Enter the regulatory region that is associated with this location.

Note. (USA) If you select a regulatory region with a country value of USA, the system will hide the Estab ID field. To associate establishments with this location, use the Establishments fields in the USA section of this page.

Holiday Schedule

Select a holiday schedule for this location.

Note. If you use PeopleSoft Payroll for North America, the holiday schedule you select here is the default holiday schedule assigned to workers on the Job Data – Payroll page (JOB_DATA2). If you leave this field blank, the default holiday schedule comes from the Pay Group component.

If you use PeopleSoft Global Payroll, the holiday schedule on this page is for informational purposes only; assigned pay groups control the default holiday schedule for processing.

See Setting Up Holiday Schedules.

Establishment ID

Select an establishment ID to associate with this location.

Note. (USA) If you select a Reg Region value with a country value of USA, the system hides this field. Set up establishments for U.S. locations in the USA section of this page.

Taxing Locality and Check Cashing Location

Select a taxing locality and check cashing location. This field is for information only.

Canadian Census Metropol Area (Canadian Census Metropolitan Area)

The system displays the Canadian Census Metropolitan Area (CMA) code that is prescribed by Statistics Canada according to the address information that you entered in Location Address page (you can override this information). CMA refers to the main labor market area of an urban core with a population of at least 100,000. This field is required.

CEC Management Area (Canada Employment Center Management Area)

Select from the list of options.

Geographical Location Code

Enter the geographic location code as defined by Statistics Canada.

Municipality Code

The default value is the municipality code that corresponds to the postal code of the location address. You can select a different code from the list of valid municipality codes for the canton that this location is in.

Tariff

Enter the tariff, or the type of business conducted at this location, such as banking, retail industry, printing, or wood processing.

Industrial Inspection ID

Select the ID for this location from the list of values, if appropriate. Industrial inspection codes are included on Incident and Illness Reports that record the worker accidents and illnesses incurred on the job in the Monitor Health and Safety business process.

Last Matricula Number Assigned

The Spanish government requires employers to assign each people a unique matricula number, which is used for government reporting. To avoid duplication of numbers, this field updates and stores the last matricula number assigned.

Northern Ireland Reportable

Select if this is a Northern Ireland reportable location. Indicates that people in this location are to be included in the community background report (Fair Employment Monitoring Return) that is provided for Northern Ireland.

Establishments

Select one or more establishment IDs for this location.

Use the establishment-location relationship for affirmative action planning, EEO (Equal Employment Opportunity), OSHA (Occupational Safety and Health Administration), and other U.S. federal reporting regulations.

Only establishments with an effective date as of the location’s effective date are available.

Assign locations and establishments to people on the Job Data - Work Location page. The system will only enable you to select an establishment associated with the location you select.

Note. If an establishment’s Description is blank, the establishment has become inactive since you initially assigned it to this location.

Note. You can view the locations associated with an establishment on the Establishment Address page.

Fonacot ID Number

Enter the FONACOT ID for your location. FONACOT is a consumer fund for employees.

FONACOT Office

Identify the nearest FONACOT office for your location.

Tax Local

Select the Tax Local check box if the location of the state is Chihuahua.

Tax local Special

If the location of the state is Chihuahua, the Tax Local Special field will default to Ciudad Juarez.

Locality Pay Area Table

GVT_LOCAREA_TABLE

Set Up HRMS, Product Specific, Compensation, Locality Pay Area USF, Locality Pay Area Table

Define the regions where federal workers receive additional pay above their base pay.

Geographic Location

GVT_LOCATION

Set Up HRMS, Product Related, Workforce Administration, Workforce Data USF, Geographic Location, Geographic Location

Define geographic locations.

Location Address

GVT_LOC_TABLE1

Set Up HRMS, Foundation Tables, Organization, Location USF, Location Address

Add work locations.

Run Control

PRCSRUNCNTL

• Set Up HRMS, Product Specific, Workforce Administration, Workforce Reports USF, Work Location Table

• Set Up HRMS, Product Specific, Workforce Administration, Workforce Reports USF, Geographic Location

• Set Up HRMS, Product Specific, Compensation, Locality Pay Area Rpt USF

Use this page to run these reports:

• Work Location Table report (FGPER817) prints a detailing of the Work Location Table.

• Geographic Location Table report (FGPER802) produces a detailing of the Geographic Location Table.

• Locality Pay Area Table report (FGPER807) prints information for every Locality Pay Area.

Effective Date

The first time you set up this table, select an effective date that is early enough to accommodate your organization's oldest historical information.

Status

Select a status.

Note. Add data rows and use the scroll bar, the Effective Date field, and the Status field to maintain history data for information that changes over time. For example, to retire a Locality Pay Area, insert an effective-dated row with a status of Inactive.

Locality Percentage

Enter the percentage of base pay employees in this region receive above their base pay, which is set by their pay plan, grade, and step. The amount appears on the person's Compensation page (JOB_DATA3) in Administer Workforce.

Building

Enter the building where the location is, if applicable. For example, your national office might be located in the main building of your complex.

Geoloc Cd (geographic location code)

Select the geographical location code.

Designated Agt (designated agent)

Select the designated agent code.

Country

Select a country from the list of values and move out of the field. The system displays the appropriate address fields for the country that you selected, using the standard address format that you have set up in the Country Table.

Company Location Table

COMP_LOC_TBL

Set Up HRMS, Foundation Tables, Organization, Company Location, Company Location Table

Associate Works Council IDs with companies and locations.

Spokesmen Committee ID

Select the works council Spokesmen Committee ID.

Social Insurance ID

Select a Social Insurance ID.

Department Profile

DEPARTMENT_TBL_GBL

Set Up HRMS, Foundation Tables, Organization, Departments, Department Profile

Define basic information about a department.

For Payroll for North America: Use department IDs for accounting purposes, such as charging earnings to a department or implementing labor distribution accounting. The system uses department IDs when you sequence pay sheets and paychecks by department.

Comm. Acctg. and EG (department table - commitment accounting and education and government)

DEPARTMENT_TBL_CA

Set Up HRMS, Foundation Tables, Organization, Departments, Comm. Acctg. and EG

Enable and control department information that is specific to Education and Government customers and customers who use the Commitment Accounting feature.

Department Table Report - Run Control

PRCSRUNCNTL

Set Up HRMS, Foundation Tables, Organization, Department Table Report

Use this page to run the Department Table report (PER701) that lists all departments by Department ID.

Manager ID

If you selected EmplID, the system makes this field available for you to select the ID of the manager. The manager ID that you select becomes the default supervisor ID on the Job records of all people who are assigned to this department. If you have more layers in your organization, override the default.

Manager Position

If you selected Position, and you have created positions for this department, select a Manager Position number. This field is optional, but you might find it useful for reporting activities such as departmental hierarchical data.

The system displays the name and EmplID of the current position incumbent in the EmplID field.

Note. The system allows you to select any position. To have the system prompt you with positions that are only in this department, update the DEPT_TBL in PeopleSoft Application Designer so that the prompt table for this field is DEPT_POSITIONS.

Budget Year End Date

If you handle your budgeting in PeopleSoft Human Resources, enter the last month and day of the budget year as the date for all positions in this department.

Budget Level

Select Department, Job Code, Line Item, Position Number, or None to define budgeting for this department.

Tax Location

Specify the tax jurisdiction for the department. The code that you enter populates the Tax Distribution pages (TAX_DISTRIBUTION or TAX_DIST_CAN) of employees of this department. You can override this information for individual employees.

Industrial Committee

Select the industrial committee for the company. This can be overwritten at the department level if necessary.

NACE Code

Enter the NACE code for the company.

Note. The NACE code can range from 5 digits for group level, 6 for class level, and 7 for subclass level.

Canadian Industrial Sector

Select the code that identifies the sector with which people in this department are associated for Canadian employment equity reporting purposes.

Stats-Can-Dept Code (Statistics Canada department code)

Enter a 3-character code to be reported in the Canada Academic Teaching Survey. This field is intended for Canadian higher education degree-granting institutions only.

Stats-Can Faculty Code (Statistics Canada faculty code)

Select a code to associate a faculty with a department. Faculty codes are set up in the StatsCan Faculty Code table and are used to associate medical and dental categories with faculties. The system uses the faculty code that is associated with this department to determine the medical and dental categories that are reported in the Canada Academic Teaching Survey. This field is intended for Canadian higher education degree-granting institutions only.

Tax Location Code

Select a code.

Note. For more information about how tax location codes affect payroll processing for North America, see your PeopleSoft Payroll for North America documentation.

Establishment ID

Select an establishment ID for this department. French Social Security defines a risk code for your establishment, based on the number of work accidents that have occurred in the past three years in a particular establishment. Your establishment must contribute to a Work Accident fund, based on the number of work accidents that occur in your establishment; the more accidents you have, the more you pay into the fund.

This field is required for Global Payroll for France. The system will default this value into a worker's Job record when you use PeopleSoft Human Resources: Manage Positions.

Risk Code

Select a risk code from the list of risk codes. You define your organization’s percentage of contributions to the French Social Security fund at the department level, based on the risk code that you enter.

U.S. EEO4 Function (United States Equal Employment Opportunity 04 function)

Select the functional category, such as health or fire protection, that applies to this department. The option that you select affects your EEO reporting to the U.S. federal government.

Classification Unit

Enter the classification unit for your company. This information comes from the Classification Unit Table. The system uses this data for Accident Rehabilitation Compensation Insurance (ARCI) employer premium calculations.

Organizational Unit

Enter the appropriate Higher Education organizational unit code.

Agency Code

Enter the four-digit Australian Public Service code for this department.

Can Grant Tenure

Select to be able to grant tenure to qualified people in this department.

Use Comm. Acctg. / Budgeting?

Select if you use Commitment Accounting processing for this department. When you select this check box, the Use Encumbrance Processing? and Use Actuals Distribution? check boxes become available for entry and are selected by default.

Use Encumbrance Processing?

Select if you use Commitment Accounting encumbrance processing for this department.

Use Actuals Distribution?

Select if you use Commitment Accounting's Actuals Distribution process for this department.

Budget with Department

An accumulated budget for a group of departments rolls up to the department that you enter.

The department that you enter must be in the same SetID as the department that you are defining, and it must be higher on the security tree. For example, if departments 00010 and 00012 are lower on the security tree than department 00005 and they have the same SetID, then departments 00010 and 00012 can budget with department 00005. The budgets for 00010 and 00012 roll up into a single budget with 00005.

See Setting Up and Assigning Tree-Based Data Permission.

Use TL Distribution?

Select to take into account the task information that is entered into PeopleSoft Time and Labor during Commitment Accounting's Actuals Distribution process. This check box applies only to PeopleSoft Time and Labor customers.

If you select this check box, the Actuals Distribution process creates an entry for each Time and Labor task entry. It then distributes the earnings in the appropriate ratio (the same ratio that is used for Labor Distribution).

Department Table

GVT_DEPART_TBL_USA

Set Up HRMS, Foundation Tables, Organization, Departments USF, Department Table

Set up departments.

Defaults

OPR_DEF_TBL_HR

Set Up HRMS, Foundation Tables, Organization, Org Defaults by Permission Lst, Defaults

Set predefined TableSet sharing and system-wide defaults for each of your primary permission lists.

Settings

OPR_DEF_TBL_HR2

Set Up HRMS, Foundation Tables, Organization, Org Defaults by Permission Lst, Settings

Set Payroll System and system-wide defaults for each of your permission lists.

Alternate Character Enabled

Select to enable alternate character searching for this permission list.

Industry

Select Government if this is a U.S. federal government database. The default value is Core .

Industry Sector

Select US Federal if this is a U.S. federal government database. The default value is Core .

Carry ID

Select to carry the EmplID (employee ID) search key information across menus. When you select this check box, the system uses the EmplID search key that you are currently using on subsequent menus.

Payroll System

Select the default payroll system. When you select a payroll system on a table or page in PeopleSoft HRMS, the system displays North American, Global, or neither one based on the choice you enter here for this permission list. The user can override this default, as necessary.

Default Standard Hours

The default is 40 hours. The value that you enter here affects how the human resources system calculates FTE (full-time equivalency) for workers and affects compensation processing.

Standard Work Period

Select a standard work period. The standard work period is the time period in which workers must complete the standard hours. The system uses the annualization factor of the standard work period in combination with the default standard hours to calculate FTE (full-time equivalency).

Minimum Standard Hours and Maximum Standard Hours

Enter the default minimum and maximum standard hours for this SetID. The value that you enter affects how the human resources system calculates FTE for workers and affects compensation processing.

Canadian Census Metropol Area (Canadian census metropolitan area)

Select from the metropolitan areas defined on the Translate table.

Canadian Industrial Sector

Select from the list of values on the Translate table.